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[No. 35694.

December 23, 1933] This is an appeal from a final order of the Court of First
Instance of Manila, requiring the register of deeds of the City of
Manila to cancel certificates of title Nos. 20880, 28336 and
28331, covering lands located in the City of Manila, Philippine
ALLISON D. GIBBS, petitioner and appellee, vs. THE
Islands, and issue in lieu thereof new certificates of transfer of
GOVERNMENT OF THE PHILIPPINE ISLANDS, oppositor
title in favor of Allison D. Gibbs without requiring him to present
and appellant. THE REGISTER OF DEEDS OF THE CITY OF
any document showing that the succession tax due under
MANILA, respondent and appellant.
Article XI of Chapter 40 of the Administrative Code has been
1.HUSBAND AND WlFE; RlGHT OF A CALIFORNIA paid.
MARRIED WOMAN TO ACQUIRE LANDS IN FOREIGN
JURISDICTIONS.—The attention of the court has not been
called to any law of California that incapacitates a married The said order of court of March 10, 1931, recites that the
woman from acquiring or holding land in a foreign jurisdiction in parcels of land covered by said certificates of title formerly
accordance with the lex rei sitæ. belonged to the conjugal partnership of Allison D. Gibbs and
Eva Johnson Gibbs; that the latter died intestate in Palo Alto,
2.ID. ; ARTICLE 9, CIVIL CODE, CONSTRUED.—Article 9 of
California, on November 28, 1929; that at the time of her death
the Civil Code treats of purely personal relations and status
she and her husband were citizens of the State of California
and capacity for juristic acts, the rules relating to property, both
and domiciled therein.
personal and real, being governed by article 10 of the Civil
Code. Furthermore, article 9, by its very terms, is applicable
only to "Spaniards" (now, by construction, to citizens of the
Philippine Islands). It appears further from said order that Allison D. Gibbs was
appointed administrator of the estate of his said deceased wife
3.JONES LAW; PRIVATE INTERNATIONAL LAW.—The in case No. 36795 in the same court, entitled 'ln the Matter of
Organic Act of the Philippine Islands (Act of Congress, August the Intestate Estate of Eva Johnson Gibbs, Deceased"; that in
29, 1916, known as the "Jones Law") as regards the said intestate proceedings, the said Allison D. Gibbs, on
determination of private rights, grants practical autonomy to the September 22, 1930, filed an ex parte petition in which he
Government of the Philippine Islands. This Government, alleged "that the parcels of land hereunder described belong to
therefore, may apply the principles and rules of private the conjugal partnership of your petitioner and his wife, Eva
international law (conflict of laws) on the same footing as an Johnson Gibbs", describing in detail the three tracts here
organized territory or state of the United States. involved; and further alleging that his said wife, a citizen and
resident of California, died on November 28, 1929; that in
4.ARTICLE 10, CIVIL CODE, CONSTRUED.—The second
accordance with the law of California, the community property
paragraph of article 10, Civil Code, applies only when a legal
of spouses who are citizens of California, upon the death of the
or testamentary succession has taken place in the Philippines
wife previous to that of the husband, belongs absolutely to the
in accordance with the law of the Philippine Islands; and the
surviving husband without administration; that the conjugal
foreign law is consulted only in regard to the order of
partnership of Allison D. Gibbs and Eva Johnson Gibbs,
succession or the extent of the successional rights; in other
deceased, has no obligations or debts and no one will be
words, the second paragraph of article 10 can be invoked only
prejudiced by adjudicating said parcels of land (and seventeen
when the deceased was vested with a descendible interest in
others not here involved) to be the absolute property of the
property within the jurisdiction of the Philippine Islands.
said Allison D. Gibbs as sole owner. The court granted said
5.HUSBAND AND WIFE; CONJUGAL PROPERTY.—Under petition and on September 22, 1930, entered a decree
the provisions of the Civil Code and the jurisprudence adjudicating the said Allison D. Gibbs to be the sole and
prevailing here, the wife, upon the acquisition of any conjugal absolute owner of said lands, applying section 1401 of the Civil
property, becomes immediately vested with an interest and title Code of California. Gibbs presented this decree to the register
therein equal to that of her husband, subject to the power of of deeds of Manila and demanded that the latter issue to him a
management and disposition which the law vests in the "transfer certificate of title".
husband. Immediately upon her death, if there are no
obligations of the decedent, as is true in the present case, her
share in the conjugal property is transmitted to her heirs by Section 1547 of Article XI of Chapter 40 of the Administrative
succession. (Articles 657, 659, 661, Civil Code; cf. also Code provides in part that:
Coronel vs. Ona, 33 Phil., 456, 469.)

6.ID.; ID.—The wife of the appellee was, by the law of the


Philippine Islands, vested of a descendible interest, equal to "Registers of deeds shall not register in the registry of property
that of her husband, in the Philippine lands covered by any document transferring real property or real rights therein or
certificates of title Nos. 20880, 28336 and 28331, from the date any chattel mortgage, by way of gifts mortis causa, legacy or
of their acquisition to the date of her death. inheritance, unless the payment of the tax fixed in this article
and actually due thereon shall be shown. And they shall
7.ID. ; ID. ; INHERITANCE TAX.—The descendible interest immediately notify the Collector of Internal Revenue or the
here in question in the lands aforesaid was transmitted to her corresponding provincial treasurer of the non-payment of the
heirs by virtue of inheritance and this transmission plainly falls tax discovered by them. * * *"
within the language of section 1536 of Article XI of Chapter 40
of the Administrative Code which levies a tax on inheritances.

APPEAL from an order of the Court of First Instance of Manila. Acting upon the authority of said section, the register of deeds
Imperial, J. of the City of Manila, declined to accept as binding said decree
of court of September 22, 1930, and refused to register the
transfer of title of the said conjugal property to Allison D. Gibbs,
on the ground that the corresponding inheritance tax had not
The facts are stated in the opinion of the court.
been paid. Thereupon, under date of December 26, 1930,
Solicitor-General Hilado for appellants. Allison D. Gibbs filed in the said court a petition for an order
requiring the said register of deeds "to issue the corresponding
Allison D. Gibbs in his own behalf. titles" to the petitioner without requiring previous payment of
any inheritance tax. After due hearing of the parties, the court
BUTTE, J.:
reaffirmed said order of September 22, 1930, and entered the
order of March 10, 1931, which is under review on this appeal.
or the District of Columbia, subject to the common-law estate
by the curtesy which would vest in her husband. Nor is there
On January 3, 1933, this court remanded the case to the court any doubt that if a California husband acquired land in such a
of origin for new trial upon additional evidence in regard to the jurisdiction his wife would be vested with the common law right
pertinent law of California in force at the time of the death of of dower, the prerequisite conditions obtaining. Article 9 of the
Mrs. Gibbs, also authorizing the introduction of evidence with Civil Code treats of purely personal relations and status and
reference to the dates of the acquisition of the property capacity for juristic acts, the rules relating to property, both
involved in this suit and with reference to the California law in personal and real, being governed by article 10 of the Civil
force at the time of such acquisition. The case is now before us Code. Furthermore, article 9, by its very terms, is applicable
with the supplementary evidence. only to "Spaniards" (now, by construction, to citizens of the
Philippine Islands).

The Organic Act of the Philippine Islands (Act of Congress,


For the purposes of this case, we shall consider the following
August 29, 1916, known as the "Jones Law") as regards the
facts as established by the evidence or the admissions of the
determination of private rights, grants practical autonomy to the
parties: Allison D. Gibbs has been continuously, since the year
Government of the Philippine Islands. This Government,
1902, a citizen of the State of California and domiciled therein;
therefore, may apply the principles and rules of private
that he and Eva Johnson Gibbs were married ed at Columbus,
international law (conflict of laws) on the same footing as an
Ohio, in July, 1906; that there wa no antenuptial marriage
organized territory or state of the United States. We should,
contract between the parties; that during the existence of said
therefore, resort to the law of California, the nationality and
marriage, the spouses acquired the following lands, among
domicile of Mrs. Gibbs, to ascertain the norm which would be
others, in the Philippine Islands, as conjugal property:
applied here as law were there any question as to her status.

But the appellant's chief argument and the sole basis of the
1. A parcel of land in the City of Manila, represented by lower court's decision rests upon the second paragraph of
transfer certificate of title No. 20880, dated March 16, 1920, article 10 of the Civil Code which is as follows:
and registered in the name of "Allison D. Gibbs casado con
"Nevertheless, legal and testamentary successions, in respect
Eva Johnson Gibbs"."
to the order of succession as well as to the amount of the
2. A parcel of land in the City of Manila, represented by successional rights and the intrinsic validity of their provisions,
transfer certificate of title No. 28336, dated May 14, 1927, in shall be regulated by the national law ,of the person whose
which it is certified "that the spouses Allison D. Gibbs and Eva succession is in question, whatever may be the nature of the
Johnson Gibbs are the owners in fee simple" of the land property or the country in which it may be situated."
therein described.

3. A parcel of land in the City of Manila, represented by


In construing the above language we are met at the outset with
transfer certificate of title No. 28331, dated April 6, 1927, which
some difficulty by the expression "the national law of the
states "that Allison D. Gibbs married to Eva Johnson Gibbs" is
person whose succession is in question", by reason of the
the owner of the land described therein; that said Eva Johnson
rather anomalous political status of the Philippine Islands. (Cf.
Gibbs died intestate on November 28, 1929, leaving surviving
Manresa, vol. 1, Código Civil, pp. 103, 104.) We encountered
her her husband, the appellee, and two sons, Allison J. Gibbs,
no difficulty in applying article 10 in the case of a citizen of
now aged 25, and Finley J. Gibbs, now aged 22, as her sole
Turkey. (Miciano vs. Brimo, 50 Phil, 867.) Having regard to the
heirs at law.
practical autonomy of the Philippine Islands, as above stated,
Article XI of Chapter 40 of the Administrative Code entitled we have concluded that if article 10 is applicable and the
"Tax on inheritances, legacies, and other acquisitions mortis estate in question is that of a deceased American citizen, the
causa" provides in section 1536 that "Every transmission by succession shall be regulated in accordance with the norms of
virtue of inheritance * * * of real property * * * shall be subject the State of his domicile in the United States. (Cf. Babcock
to the following tax." It results that the question for Templeton vs. Rider Babcock, 52 Phil., 130, 137; In re Estate
determination in this case is as follows: Was Eva Johnson of Johnson, 39 Phil., 156, 166.)
Gibbs at the time of her death the owner of a descendible
interest in the Philippine lands above-mentioned?
The trial court found that under the law of California, upon the
death of the wife, the entire community property without
The appellee contends that the law of California should administration belongs to the surviving husband; that he is the
determine the nature and extent of the title, if any, that vested absolute owner of all the community property from the moment
in Eva Johnson Gibbs under the three certificates of title Nos. of the death of his wife, not by virtue of succession or by virtue
20880, 28336 and 28331 above referred to, citing article 9 of of her death, but by virtue of the fact that when the death of the
the Civil Code. But that, even if the nature and extent of her wife precedes that of the husband he acquires the community
title under said certificates be governed by the law of the property, not as an heir or as the beneficiary of his deceased
Philippine Islands, the laws of California govern the succession wife, but because she never had more than an inchoate
to such title, citing the second paragraph of article 10 of the interest or expectancy which is extinguished upon her death.
Civil Code. Quoting the case of Estate of Klumpke (167 Cal., 415, 419),
the court said: "The decisions under this section (1401 Civil
Article 9 of the Civil Code is as f ollows: Code of California) are uniform to the effect that the husband
does not take the community property upon the death of the
"The laws relating to family rights and duties, or to the status,
wife by succession, but that he holds it all from the moment of
condition, and legal capacity of persons, are binding upon
her death as though acquired by himself. * * * It never
Spaniards even though they reside in a foreign country." It is
belonged to the estate of the deceased wife."
argued that the conjugal right of the California wife in
community real estate in the Philippine Islands is a personal
right and must, therefore, be settled by the law governing her
personal status, that is, the law of California. But our attention The argument of the appellee apparently leads to this dilemma:
has not been called to any law of California that incapacitates a If he takes nothing by succession from his deceased wife, how
married woman from acquiring or holding land in a foreign can the second paragraph of article 10 be invoked? Can the
jurisdiction in accordance with the lex rei sitæ. There is not the appellee be heard to say that there is a legal succession under
slightest doubt that a California married woman can acquire the law of the Philippine Islands and no legal succession under
title to land in a common law jurisdiction like the State of Illinois the law of California? It seems clear that the second paragraph
of article 10 applies only when a legal or testamentary obligations of the decedent, as is true in the present case, her
succession has taken place in the Philippines in accordance share in the conjugal property is transmitted to her heirs by
with the law of the Philippine Islands; and the foreign law is succession. (Articles 657, 659, 661, Civil Code; cf. also
consulted only in regard to the order of succession or the Coronel vs. Ona, 33 Phil., 456, 469.)
extent of the successional rights; in other words, the second
paragraph of article 10 can be invoked only when the
deceased was vested with a descendible interest in property
It results that the wife of the appellee was, by the law of the
within the jurisdiction of the Philippine Islands.
Philippine Islands, vested of a descendible interest, equal to
that of her husband, in the Philippine lands covered by
certificates of title Nos. 20880, 28336 and 28331, from the date
In the case of Clarke vs. Clarke (178 U. S., 186, 191; 44 Law. of their acquisition to the date of her death. That appellee
ed., 1028, 1031), the court said: himself believed that his wife was vested of such a title and
interest is manifest from the second of said certificates, No.
28336, dated May 14, 1927, introduced by him in evidence, in
which it is certified that "the spouses Allison D. Gibbs and Eva
"It is a principle firmly established that to the law of the state in
Johnson Gibbs are the owners in fee simple of the conjugal
which the land is situated we must look for the rules which
lands therein described."
govern its descent, alienation, and transfer, and for the effect
and construction of wills and other conveyances. (United
States vs. Crosby, 7 Cranch, 115; 3 L. ed., 287; Clark vs.
Graham, 6 Wheat, 577; 5 L. ed., 334; McGoon vs. Scales, 9 The descendible interest of Eva Johnson Gibbs in the lands
Wall., 23; 19 L. ed., 545; Brine vs. Hartford F. Ins. Co., 96 U. aforesaid was transmitted to her heirs by virtue of inheritance
S., 627; 24 L. ed., 858.)" (See also Estate of Lloyd, 175 Cal., and this transmission plainly falls within the language of
704, 705.) This fundamental principle is stated in the first section 1536 of Article XI of Chapter 40 of the Administrative
paragraph of article 10 of our Civil Code as follows: "Personal Code which levies a tax on inheritances. (Cf. Re Estate of
property is subject to the laws of the nation of the owner Majot, 199 N. Y., 29; 92 N. E., 402; 29 L. R. A. [N. S.], 780.) It
thereof; real property to the laws of the country in which it is is unnecessary in this proceeding to determine the "order of
situated." succession" or the "extent of the successional rights" (article
10, Civil Code, supra) which would be regulated by section
It is stated in 5 Cal. Jur., 478: 1386 of the Civil Code of California which was in effect at the
time of the death of Mrs. Gibbs.

"In accord with the rule that real property is subject to the lex
rei sitæ, the respective rights of husband and wife in such The record does not show what the proper amount of the
property, in the absence of an antenuptial contract, are inheritance tax in this case would be nor that the appellee
determined by the law of the place where the property is (petitioner below) in any way challenged the power of the
situated, irrespective of" the domicile of the parties or of the Government to levy an inheritance tax or the validity of the
place where the marriage was celebrated." (See also Saul vs. statute under which the register of deeds refused to issue a
His Creditors, 5 Martin [N. S.], 569; 16 Am. Dec., 212 [La.] ; certificate of transfer reciting that the appellee is the exclusive
Heidenheimer vs. Loring, 26 S. W., 99 [Texas].) owner of the Philippine lands included in the three certificates
of title here involved.

Under this broad principle, the nature and extent of the title
which vested in Mrs. Gibbs at the time of the acquisition of the The judgment of the court below of March 10, 1931, is
community lands here in question must be determined in reversed with directions to dismiss the petition, without special
accordance with the lex rei sitæ. pronouncement as to the costs.

It is admitted that the Philippine lands here in question were Avanceña, C. J., Malcolm, Villa-Real, Abad Santos, Hull, and
acquired as community property of the conjugal partnership of Vickers, JJ., concur.
the appellee and his wife. Under the law of the Philippine
Islands, she was vested of a title equal to that of her husband.
Article 1407 of the Civil Code provides:
Street, J., dissents.

"All the property of the spouses shall be deemed partnership


property in the absence of proof that it belongs exclusively to Order reversed. Gibbs vs. Government of the Philippine
the husband or to the wife." Article 1395 provides: Islands, 59 Phil. 293, No. 35694 December 23, 1933

'The conjugal partnership shall be governed by the rules of law


applicable to the contract of partnership in all matters in which
such rules do not conflict with the express provisions of this
chapter." Article 1414 provides that "the husband may dispose
by will of his half only of the property of the conjugal
partnership." Article 1426 provides that upon dissolution of the
conjugal partnership and after inventory and liquidation, "the
net remainder of the partnership property shall be divided
share and share alike between the husband and wife, or their
respective heirs." Under the provisions of the Civil Code and
the jurisprudence prevailing here, the wife, upon the acquisition
of any conjugal property, becomes immediately vested with an
interest and title therein equal to that of her husband, subject to
the power of management and disposition which the law vests
in the husband. Immediately upon her death, if there are no
No. L-16749. January 31, 1963. Same; Same; Same; Same; Same; Same; Philippine law to be
applied in case at bar.—As the domicile of the deceased, who
was a citizen of California, was the Philippines, the validity of
the provisions of his will depriving his acknowledged natural
IN THE MATTER OF THE TESTATE ESTATE OF EDWARD
child of the latter’s legacy, should be governed by the
E. CHRISTENSEN, DECEASED. ADOLFO C. AZNAR,
Philippine law, pursuant to Article 946 of the Civil Code of
Executor and LUCY CHRISTENSEN, Heir of the deceased,
California, not by the internal law of California.
Executor and Heir-appellees, vs. HELEN CHRISTENSEN
GARCIA, oppositor-appellant.

APPEAL from a decision of the Court of First Intsance of


Davao, Cusi, Jr., J.
Private International Law; Determination of citizenship; U.S.
citizenship not lost by stay in Philippines before The facts are stated in the opinion of the Court.
indepen-dence.—The citizenship that the deceased acquired in
Califor-nia when he resided there from 1904 to 1913 was never M. R. Sotelo for executor and heir-appellees
lost by his stay in the Philippines, for the latter was a territory of
the United States until 1946, and the deceased appears to Leopoldo M. Abellera and Jovito Salonga for oppositor-
have considered himself as a citizen of California by the fact appellant.
that when he executed his will in 1951 he declared that he was
LABRADOR, J.:
a citizen of that State; so that he appears never to have
intended to abandon his California citizenship by acquiring This is an appeal from a decision of the Court of First Instance
another. of Davao, Hon. Vicente N. Cusi, Jr., presiding, in Special
Proceeding No. 622 of said court, dated September 14, 1949,
approving among things the final accounts of the executor,
Same; Validity of testamentary provisions; Meaning of “national directing the executor to reimburse Maria Lucy Christensen the
law” in Article 16, Civil Code; Conflict of law rules in California amount of P3,600 paid by her to Helen Christensen Garcia as
to be applied in case at bar.—The “national law” indicated in her legacy, and declaring Maria Lucy Christensen entitled to
Article 16 of the Civil Code cannot possibly apply to any the residue of the property to be enjoyed during her lifetime,
general American Law, because there is no such law and in case of death without issue, one-half of said residue to
governing the validity of testamentary provisions in the United be payable to Mrs. Carrie Louise C. Borton, etc., in accordance
States, each state of the union having its own private law with the provisions of the will of the testator Edward E.
applicable to its citizens only and in force only within the state. Christensen. The will was executed in Manila on March 5,
It can therefore refer to no other than the private law of the 1951 and contains the following provisions:
state of which the decedent was a citizen. In the case at bar,
the State of California prescribes two sets of laws for its
citizens, an internal law for its citizens residing therein and a “3. I declare x x x that I have but ONE (1) child, named
conflict of law rules for its citizens domiciled in other MARIA LUCY CHRISTENSEN (now Mrs. Bernard Daney), who
jurisdictions. Hence, reason demands that the California was born in the Philippines about twenty-eight years ago, and
con-flict of law rules should be applied in this jurisdiction in the who is now residing at No. 665 Rodger Young Village, Los
case at bar. Angeles, California, U.S.A.
Same; Same; Domicile; Factors considered in determining
aliens’ domicile in the Philippines.—An American citizen who
was born in New York, migrated to California, resided there for “4. I further declare that I now have no living ascendants, and
nine years, came to the Philippines in 1913, and very rarely no descendants except my above named daughter, MARIA
re-turned to California and only for short visits, and who LUCY CHRISTENSEN DANEY.
appears to have never owned or acquired a home or properties
in that state, shall be considered to have his domicile in the
Philip-pines. x x x x x
Same; Same; Same; Rule of resorting to the law of the
domicile in determining matters with foreign element
involved.—The rule laid down of resorting to the law of the “7. I give, devise and bequeath unto MARIA HELEN
domicile in the determination of matters with foreign element CHRISTENSEN, now married to Eduardo Garcia, about
involved is in accord with the general principle of American law eighteen years of age and who, notwithstanding the fact that
that the domiciliary law should govern in most matters or rights she was baptized Christensen, is not in any way related to me,
which follow the person of the owner. nor has she been at any time adopted by me, and who, from all
information I have now resides in Egpit, Digos, Davao,
Same; Same; Same; Same; Court of domicile bound to ap-ply Philippines, the sum of THREE THOUSAND SIX HUNDRED
its own law as directed in the conflict of law rule of dece-dents PESOS (P3,600.00), Philippine Currency the same to be
state; Application of the renvoi doctrine.—The conflict of law deposited in trust for the said Maria Helen Christensen with the
rule in California, Article 946 Civil Code, refers back the case, Davao Branch of the Philippine National Bank, and paid to her
when a decedent is not domiciled in California, to the law of his at the rate of One Hundred Pesos (P100.00), Philippine
domicile, the Philippines in the case at bar. The court of Currency per month until the principal thereof as well as any
domicile can not and should not refer the case back to interest which may have accrued thereon, is exhausted..
California, as such action would leave the issue incapable of
determination, because the case will then be tossed back and
forth between the two states. If the question has to be decided,
the Philippine court must apply its own law as the Philippines x x x x x
was the domicile of the decedent, as directed in the conflict of
law rule of the state of the decedent, California, and especially
because the internal law of California provides no legitime for “12. I hereby give, devise and bequeath, unto my well-
natural children, while the Philippine law (Articles 887(4) and beloved daughter, the said MARIA LUCY CHRISTENSEN
894, Civil Code of the Philippines makes natural children DANEY (Mrs. Bernard Daney), now residing as aforesaid at
legally acknowledged forced heirs of the parent recog-nizing No. 665 Rodger Young Village, Los Angeles, California,
them). U.S.A., all the income from the rest, remainder, and residue of
my property and estate, real, personal and/or mixed, of
whatsoever kind or character, and wheresoever situated, of THE LOWER COURT ERRED IN FAILING TO RECOGNIZE
which I may be possessed at my death and which may have THAT UNDER INTERNATIONAL LAW, PARTICULARLY
come to me from any source whatsoever, during her lifetime: UNDER THE RENVOI DOCTRINE, THE INTRINSIC
x x x” VALIDITY OF THE TESTAMENTARY DISPOSITION OF THE
DISTRIBUTION OF THE ESTATE OF THE DECEASED
It is in accordance with the above-quoted provisions that the EDWARD E. CHRISTENSEN SHOULD BE GOVERNED BY
executor in his final account and project of partition ratified the THE LAWS OF THE PHILIPPINES.
payment of only P3,600 to Helen Christensen Garcia and
proposed that the residue of the estate be transferred to his
daughter, Maria Lucy Christensen.
IV
Opposition to the approval of the project of partition was filed
by Helen Christensen Garcia, insofar as it deprives her (Helen)
of her legitime as an acknowledged natural child, she having
THE LOWER COURT ERRED IN NOT DECLARING THAT
been declared by Us in G.R. Nos. L-11483-84 an
THE SCHEDULE OF DISTRIBUTION SUBMITTED BY THE
acknowledged natural child of the deceased Edward E.
EXECUTOR IS CONTRARY TO THE PHILIPPINE LAWS.
Christensen. The legal grounds of opposition are (a) that the
distribution should be governed by the laws of the Philippines,
and (b) that said order of distribution is contrary thereto insofar
as it denies to Helen Christensen, one of two acknowledged V
natural children, one-half of the estate in full ownership. In
amplification of the above grounds it was alleged that the law
that should govern the estate of the deceased Christensen THE LOWER COURT ERRED IN NOT DECLARING THAT
should not be the internal law of California alone, but the entire UNDER THE PHILIPPINE LAWS HELEN CHRISTENSEN
law thereof because several foreign elements are involved, GARCIA IS ENTITLED TO ONE-HALF (1/2) OF THE ESTATE
that the forum is the Philippines and even if the case were IN FULL OWNERSHIP.
decided in California, Section 946 of the California Civil Code,
which requires that the domicile of the decedent should apply,
should be applicable. It was also alleged that Maria Helen
Christensen having been declared an acknowledged natural There is no question that Edward E. Christensen was a citizen
child of the decedent, she is deemed for all purposes legitimate of the United States and of the State of California at the time of
from the time of her birth. his death. But there is also no question that at the time of his
death he was domiciled in the Philippines, as witness the
following facts admitted by the executor himself in appellee’s
brief:
The court below ruled that as Edward E. Christensen was a
citizen of the United States and of the State of California at the “In the proceedings for admission of the will to probate, the
time of his death, the successional rights and intrinsic validity facts of record show that the deceased Edward E. Christensen
of the provisions in his will are to be governed by the law of was born on November 29, 1875 in New York City, N.Y.,
California, in accordance with which a testator has the right to U.S.A.; his first arrival in the Philippines, as an appointed
dispose of his property in the way he desires, because the right school teacher, was on July 1, 1901, on board the U.S. Army
of absolute dominion over his property is sacred and inviolable Transport “Sheridan” with Port of Embarkation as the City of
(In re McDaniel’s Estate, 77 Cal. Appl. 2d 877, 176 P. 2d 952, San Francisco, in the State of California, U.S.A. He stayed in
and In re Kaufman, 117 Cal. 286, 49 Pac. 192, cited in page the Philippines until 1904.
179, Record on Appeal). Oppositor Maria Helen Christensen,
through counsel, filed various motions for reconsideration, but
these were denied. Hence, this appeal.
“In December, 1904, Mr. Christensen returned to the United
States and stayed there for the following nine years until 1913,
during which time he resided in, and was teaching school in
The most important assignments of error are as follows: Sacramento, California.

I “Mr. Christensen’s next arrival in the Philippines was in July of


the year 1913. However, in 1928, he again departed the
Philippines for the United States and came back here the
following year, 1929. Some nine years later, in 1938, he again
THE LOWER COURT ERRED IN IGNORING THE DECISION
returned to his own country, and came back to the Philippines
OF THE HONORABLE SUPREME COURT THAT HELEN IS
the following year, 1939.
THE ACKNOWLEDGED NATURAL CHILD OF EDWARD E.
CHRISTENSEN AND, CONSEQUENTLY, IN DEPRIVING
HER OF HER JUST SHARE IN THE INHERITANCE.
“Being an American citizen, Mr. Christensen was interned by
the Japanese Military Forces in the Philippines during World
War II. Upon liberation, in April 1945, he left for the United
II
States but returned to the Philippines in December, 1945.
Appellees Collective Exhibits “6”, CFI Davao, Sp. Proc. 622, as
Exhibits “AA”, “BB” and “CC-Daney”; Exhs. “MM”, “MM-l”, “MM-
THE LOWER COURT ERRED IN ENTIRELY IGNORING 2-Daney” and p. 473, t.s.n., July 21, 1953.)
AND/OR FAILING TO RECOGNIZE THE EXISTENCE OF
SEVERAL FACTORS, ELEMENTS AND CIRCUMSTANCES
CALLING FOR THE APPLICATION OF INTERNAL LAW.
“In April, 1951, Edward E. Christensen returned once more to
California shortly after the making of his last will and testament
(now in question herein) which he executed at his lawyers’
III offices in Manila on March 5, 1951. He died at the St. Luke’s
Hospital in the City of Manila on April 30, 1953.” (pp. 2-3)
In arriving at the conclusion that the domicile of the deceased The application of this article in the case at bar requires the
is the Philippines, we are persuaded by the fact that he was determination of the meaning of the term “national law” is used
born in New York, migrated to California and resided there for therein.
nine years, and since he came to the Philippines in 1913 he
returned to California very rarely and only for short visits
(perhaps to relatives), and considering that he appears never
There is no single American law governing the validity of
to have owned or acquired a home or properties in that state,
testamentary provisions in the United States, each state of the
which would indicate that he would ultimately abandon the
Union having its own private law applicable to its citizens only
Philippines and make home in the State of California.
and in force only within the state. The “national law” indicated
in Article 16 of the Civil Code above quoted can not, therefore,
possibly mean or apply to any general American law. So it can
“Sec. 16. Residence is a term used with many shades of refer to no other than the private law of the State of California.
meaning from mere temporary presence to the most
permanent abode. Generally, however, it is used to denote
something more than mere physical presence.” (Goodrich on
The next question is: What is the law in California governing
Conflict of Laws, p. 29).
the disposition of personal property? The decision of the court
below, sustains the contention of the executor-appellee that
under the California Probate Code, a testator may dispose of
As to his citizenship, however, We find that the citizenship that his property by will in the form and manner he desires, citing
he acquired in California when he resided in Sacramento, the case of Estate of McDaniel, 77 Cal. Appl. 2d 877, 176 P.
California from 1904 to 1913, was never lost by his stay in the 2d 952. But appellant invokes the provisions of Article 946 of
Philippines, for the latter was a territory of the United States the Civil Code of California, which is as follows:
(not a state) until 1946 and the deceased appears to have
considered himself as a citizen of California by the fact that
when he executed his will in 1951 he declared that he was a
“If there is no law to the contrary, in the place where personal
citizen of that State; so that he appears never to have intended
property is situated, it is deemed to follow the person of its
to abandon his California citizenship by acquiring another. This
owner, and is governed by the law of his domicile.”
conclusion is in accordance with the following principle
expounded by Goodrich in his Conflict of Laws.

The existence of this provision is alleged in appellant’s


opposition and is not denied. We have checked it in the
“The terms ‘residence’ and ‘domicile’ might well be taken to
California Civil Code and it is there. Appellee, on the other
mean the same thing, a place of permanent abode. But
hand, relies on the case cited in the decision and testified to by
domicile, as has been shown, has acquired a technical
a witness. (Only the case of Kaufman is correctly cited.) It is
meaning. Thus one may be domiciled in a place where he has
argued on executor’s behalf that as the deceased Christensen
never been. And he may reside in a place where he has no
was a citizen of the State of California, the internal law thereof,
domicile. The man with two homes, between which he divides
which is that given in the abovecited case, should govern the
his time, certainly resides in each one, while living in it. But if
determination of the validity of the testamentary provisions of
he went on business which would require his presence for
Christensen’s will, such law being in force in the State of
several weeks or months, he might properly be said to have
California of which Christensen was a citizen. Appellant, on the
sufficient connection with the place to be called a resident. It is
other hand, insists that Article 946 should be applicable, and in
clear, however, that, if he treated his settlement as continuing
accordance therewith and following the doctrine of the renvoi,
only for the particular business in hand, not giving up his
the question of the validity of the testamentary provision in
former ‘home,’ he could not be a domiciled New Yorker.
question should be referred back to the law of the decedent’s
Acquisition of a domicile of choice requires the exercise of
domicile, which is the Philippines.
intention as well as physical presence. ‘Residence simply
requires bodily presence of an inhabitant in a given place,
while domicile requires bodily presence in that place and also
an intention to make it one’s domicile.’ Residence, however, is The theory of doctrine of renvoi has been defined by various
a term used with many shades of meaning, from the merest authors, thus:
temporary presence to the most permanent abode, and it is not
safe to insist that any one use et the only proper one.”
(Goodrich, p. 29) “The problem has been stated in this way: ‘When the Conflict
of Laws rule of the forum refers a jural matter to a foreign law
for decision, is the reference to the purely internal rules of law
The law that governs the validity of his testamentary of the foreign system; i.e., to the totality of the foreign law
dispositions is defined in Article 16 of the Civil Code of the minus its Conflict of Laws rules?’
Philippines, which is as follows:

“On logic, the solution is not an easy one. The Michigan court
“ART. 16. Real property as well as personal property is chose to accept the renvoi, that is, applied the Conflict of Laws
subject to the law of the country where it is situated. rule of Illinois which referred the matter back to Michigan law.
But once having determined the the Conflict of Laws principle
is the rule looked to, it is difficult to see why the reference back
should not have been to Michigan Conflict of Laws. This would
“However, intestate and testamentary successions, both with
have resulted in the ‘endless chain of references’ which has so
respect to the order of succession and to the amount of
often been criticized be legal writers. The opponents of the
successional rights and to the intrinsic validity of testamentary
renvoi would have looked merely to the internal law of Illinois,
provisions, shall be regulated by the national law of the person
thus rejecting the renvoi or the reference back. Yet there
whose succession is under consideration, whatever may be
seems no compelling logical reason why the original reference
the nature of the property and regardless of the country where
should be the internal law rather than to the Conflict of Laws
said property may be found.”
rule. It is true that such a solution avoids going on a merry-go- “After a decision has been arrived at that a foreign law is to be
round, but those who have accepted the renvoi theory avoid resorted to as governing a particular case, the further question
this inextricabilis circulas by getting off at the second reference may arise: Are the rules as to the conflict of laws contained in
and at that point applying internal law. Perhaps the opponents such foreign law also to be resorted to? This is a question
of the renvoi are a bit more consistent for they look always to which, while it has been considered by the courts in but a few
internal law as the rule of reference. instances, has been the subject of frequent discussion by
textwriters and essayists; and the doctrine involved has been
descriptively designated by them as the ‘Renvoyer’ to send
back, or the ‘Ruchversweisung’, or the ‘Weiterverweisung’,
“Strangely enough, both the advocates for and the objectors to
since an affirmative answer to the question postulated and the
the renvoi plead that greater uniformity will result from adoption
operation of the adoption of the foreign law in toto would in
of their respective views. And still more strange is the fact that
many cases result in returning the main controversy to be
the only way to achieve uniformity in this choice-of-law problem
decided according to the law of the forum. x x x (16 C.J.S.
is if in the dispute the two states whose laws form the legal
872.)
basis of the litigation disagree as to whether the renvoi should
be accepted. If both reject, or both accept the doctrine, the “Another theory, known as the “doctrine of renvoi”, has been
result of the litigation will vary with the choice of the forum. In advanced. The theory of the doctrine of renvoi is that the court
the case stated above, had the Michigan court rejected the of the forum, in determining the question before it, must take
renvoi, judgment would have been against the woman; if the into account the whole law of the other jurisdiction, but also its
suit had been brought in the Illinois courts, and they too rules as to conflict of laws, and then apply the law to the actual
rejected the renvoi, judgment would be for the woman. The question which the rules of the other jurisdiction prescribe. This
same result would happen, though the courts would switch with may be the law of the forum. The doctrine of the renvoi has
respect to which would hold liability, if both courts accepted the generally been repudiated by the American authorities.” (2 Am.
renvoi. Jur. 296)

“The Restatement accepts the renvoi theory in two instances: The scope of the theory of renvoi has also been defined and
where the title to land is in question, and where the validity of a the reasons for its application in a country explained by Prof.
decree of divorce is challenged. In these cases the Conflict of Lorenzen in an article in the Yale Law Journal, Vol. 27, 1917-
Laws rule of the situs of the land, or the domicile of the parties 1918, pp. 529-531. The pertinent parts of the article are quoted
in the divorce case, is applied by the forum, but any further herein below:
reference goes only to the internal law. Thus, a person’s title to
land, recognized by the situs, will be recognized by every
court; and every divorce, valid by the domicile of the parties,
will be valid everywhere.” (Goodrich, Conflict of Laws, Sec. 7, “The recognition of the renvoi theory implies that the rules of
pp. 13-14.) the conflict of laws are to be understood as incorporating not
only the ordinary or internal law of the foreign state or country,
but its rules of the conflict of laws as well. According to this
theory ‘the law of a country’ means the whole of its law.
“X, a citizen of Massachusetts, dies intestate, domiciled in
France, leaving movable property in Massachusetts, England,
and France. The question arises as to how this property is to
be distributed among X’s next of kin. x x x x x x x

“Assume (1) that this question arises in a Massachusetts court. “Von Bar presented his views at the meeting of the Institute of
There the rule of the conflict of laws as to intestate succession International Law, at Neuchatel, in 1900, in the form of the
to movables calls for an application of the law of the following theses:
deceased’s last domicile. Since by hypothesis X’s last domicile
was France, the natural thing for the Massachusetts court to do
would be to turn to French statute of distributions, or whatever “(1) Every court shall observe the law of its country as
corresponds thereto in French law, and decree a distribution regards the application of foreign laws.
accordingly. An examination of French law, however, would
show that if a French court were called upon to determine how
this property should be distributed, it would refer the
“(2) Provided that no express provision to the contrary exists,
distribution to the national law of the deceased, thus applying
the court shall respect:
the Massachusetts statute of distributions. So on the surface of
things the Massachusetts court has open to it alternative
course of action: (a) either to apply the French law is to
intestate succession, or (b) to resolve itself into a French court “(a) The provisions of a foreign law which disclaims the right
and apply the Massachusetts statute of distributions, on the to bind its nationals abroad as regards their personal statute,
assumption that this is what a French court would do. If it and desires that said personal statute shall be determined by
accepts the so-called renvoi doctrine, it will follow the latter the law of the domicile, or even by the law of the place where
course, thus applying its own law. the act in question occurred.

“This is one type of renvoi. A jural matter is presented which “(b) The decision of two or more foreign systems of law,
the conflict-of-laws rule of the forum refers to a foreign law, the provided it be certain that one of them is necessarily
conflict-of-laws rule of which, in turn, refers the matter back competent, which agree in attributing the determination of a
again to the law of the forum. This is renvoi in the narrower question to the same system of law.
sense. The German term for this judicial process is
‘Ruckverweisung.’” (Harvard Law Review, Vol. 31, pp. 523- “If, for example, the English law directs its judge to distribute
571.) the personal estate of an Englishman who has died domiciled
in Belgium in accordance with the law of his domicile, he must
first inquire whether the law of Belgium would distribute
personal property upon death in accordance with the law of
domicile, and if he finds that the Belgian law would make the
distribution in accordance with the law of nationality — that is domiciled in California, to the law of his domicile, the
the English law — he must accept this reference back to his Philippines in the case at bar. The court of the domicile can not
own law.” and should not refer the case back to California; such action
would leave the issue incapable of determination because the
case will then be like a football, tossed back and forth between
the two states, between the country of which the decedent was
We note that Article 946 of the California Civil Code is its
a citizen and the country of his domicile. The Philippine court
conflict of laws rule, while the rule applied in In re Kaufman,
must apply its own law as directed in the conflict of laws rule of
Supra, its internal law. If the law on succession and the conflict
the state of the decedent, if the question has to be decided,
of laws rules of California are to be enforced jointly, each in its
especially as the application of the internal law of California
own intended and appropriate sphere, the principle cited In re
provides no legitime for children while the Philippine law, Arts.
Kaufman should apply to citizens living in the State, but Article
887(4) and 894, Civil Code of the Philippines, makes natural
946 should apply to such of its citizens as are not domiciled in
children legally acknowledged forced heirs of the parent
California but in other jurisdictions. The rule laid down of
recognizing them.
resorting to the law of the domicile in the determination of
matters with foreign element involved is in accord with the
general principle of American law that the domiciliary law
should govern in most matters or rights which follow the person The Philippine cases (In re Estate of Johnson, 39 Phil. 156;
of the owner. Riera vs. Palmaroli, 40 Phil. 105; Miciano vs. Brimo, 50 Phil.
867; Babcock Templeton vs. Rider Babcock, 52 Phil. 130; and
Gibbs vs. Government, 59 Phil. 293.) cited by appellees to
support the decision can not possibly apply in the case at bar,
“When a man dies leaving personal property in one or more
for two important reasons, i.e., the subject in each case does
states, and leaves a will directing the manner of distribution of
not appear to be a citizen of a state in the United States but
the property, the law of the state where he was domiciled at
with domicile in the Philippines, and it does not appear in each
the time of his death will be looked to in deciding legal
case that there exists in the state of which the subject is a
questions about the will, almost as completely as the law of
citizen, a law similar to or identical with Art. 946 of the
situs is consulted in questions about the devise of land. It is
California Civil Code.
logical that, since the domiciliary rules control devolution of the
personal estate in case of intestate succession, the same rules
should determine the validity of an attempted testamentary
dispostion of the property. Here, also, it is not that the We therefore find that as the domicile of the deceased
domiciliary has effect beyond the borders of the domiciliary Christensen, a citizen of California, is the Philippines, the
state. The rules of the domicile are recognized as controlling validity of the provisions of his will depriving his acknowledged
by the Conflict of Laws rules at the situs property, and the natural child, the appellant, should be governed by the
reason for the recognition as in the case of intestate Philippine Law, the domicile, pursuant to Art. 946 of the Civil
succession, is the general convenience of the doctrine. The Code of California, not by the internal law of California.
New York court has said on the point: ‘The general principle
that a dispostiton of a personal property, valid at the domicile
of the owner, is valid anywhere, is one of the universal
WHEREFORE, the decision appealed from is hereby reversed
application. It had its origin in that international comity which
and the case returned to the lower court with instructions that
was one of the first fruits of civilization, and it this age, when
the partition be made as the Philippine law on succession
business intercourse and the process of accumulating property
provides. Judgment reversed, with costs against appellees.
take but little notice of boundary lines, the practical wisdom
and justice of the rule is more apparent than ever.’” (Goodrich, Padilla, Bautista Angelo, Concepcion, Reyes, Barrera,
Conflict of Laws, Sec. 164, pp. 442-443.) Paredes, Dizon, Regala and Makalintal, JJ., concur.

Bengzon, C.J., took no part.


Appellees argue that what Article 16 of the Civil Code of the Decision reversed and case returned to lower court with
Philippines pointed out as the national law is the internal law of instructions that partition be made as the Philippine law on
California. But as above explained the laws of California have succession applies.
prescribed two sets of laws for its citizens, one for residents
therein and another for those domiciled in other jurisdictions. Notes.—The words “amount of successional rights” used in
Reason demands that We should enforce the California Article 16 of the Civil Code refer to the extent or amount of
internal law prescribed for its citizens residing therein, and property that each heir is legally entitled to inherit from the
enforce the conflict of laws rules for the citizens domiciled estate available for distribution (Collector v. Fisher, et al., L-
abroad. If we must enforce the law of California as in comity 11622 and L-11668, Jan, 23, 1960).
we are bound to go, as so declared in Article 16 of our Civil
The doctrine of renvoi is usually pertinent where the decedent
Code, then we must enforce the law of California in
is a national of one country and is domiciled in another. It does
accordance with the express mandate thereof and as above
not apply to a case where the decedent was a citizen of Texas
explained, i.e., apply the internal law for residents therein, and
and was domiciled therein at the time of his death. (Bellis vs.
its conflict-of-laws rule for those domiciled abroad.
Bellis, et al., L-23678, June 6, 1967, 20 SCRA 358). Aznar vs.
Garcia, 7 SCRA 95, No. L-16749 January 31, 1963

It is argued on appellees’ behalf that the clause “if there is no


law to the contrary in the place where the property is situated”
in Sec. 946 of the California Civil Code refers to Article 16 of
the Civil Code of the Philippines and that the law to the
contrary in the Philippines is the provision in said Article 16 that
the national law of the deceased should govern. This
contention can not be sustained. As explained in the various
authorities cited above the national law mentioned in Article 16
of our Civil Code is the law on conflict of laws in the California
Civil Code, i.e., Article 946, which authorizes the reference or
return of the question to the law of the testator’s domicile. The
conflict of laws rule in California, Article 946, Civil Code,
precisely refers back the case, when a decedent is not
SUPREME COURT REPORTS ANNOTATED Vicente R. Macasaet and Jose D. Villena for
oppositorsappellants.
Bellis vs. Bellis
Paredes, Poblador, Cruz & Nazareno for heirs-appellees E. A.
No. L-23678. June 6, 1967. Bellis, et al.
TESTATE ESTATE OF AMOS G. BELLIS, deceased. Quijano and Arroyo for heirs-appellees W. S. Bellis, et al.
PEOPLE'S BANK & TRUST COMPANY, executor. MARIA
CRISTINA BELLIS and MIRIAM PALMA BELLIS, oppositors- J. R. Balonkita for appellee People's Bank & Trust Company.
appellants, vs. EDWARD A. BELLIS, ET AL., heirs-appellees.
Ozaeta, Gibbs & Ozaeta for appellee A. B. Allsman.
Wills; Succession; Conflict of laws; Renvoi doctrine.—The
doctrine of renvoi is usually pertinent where the decedent is a
national of one country and is domiciled in another. It does not
BENGZON. J.P., J,:
apply to a case where the decedent was a citizen of Texas and
was domiciled therein at the time of his death. So that, even This is a direct appeal to Us, upon a question purely of law,
assuming that Texas has a conflicts rule providing that the from an order of the Court of First Instance of Manila dated
domiciliary law should govern successional rights, the same April 30, 1964. approving the project of partition f iled by the
would not result in a reference back (renvoi) to Philippine law, executor in 'Civil Case No. 37089 therein.
but it would still refer to Texas law. Nonetheless, if Texas has a
conflicts rule, adopting the rule of lex rei sitae, which calls for
the application of the law of the place where the properties are
The. facts of the case are as follows:
situated, renvoi would arise, where the properties involved are
found in the Philippines.

Same; Foreign laws.—In the absence of proof as to the Amos G. Bellis, born in Texas, was "a citizen of the State of
conflicts rule of Texas, it would be presumed to be the same as Texas and of the United States." By his first wife, Mary E.
our local conflicts rule. Mallen, whom he divorced, he had five legitimate children:
Edward A. Bellis, George Bellis (who pre-deceased him in
Same; Applicability of national law to succession; Capacity to
infancy), Henry A. Bellis, Alexander Bellis and Anna Bellis
succeed—The decedent's national law governs the order of
Allsman; by his second wife, Violet Kennedy, who survived
succession, the amount of successional rights, the intrinsic
him, he had three legitimate children: Edwin G. Bellis. Walter
validity of the provisions of the will and capacity to succeed.
S. Bellis and Dorothy Bellis; and finally, he had three
Same; Third paragraph of article 17 of New Civil Code does illegitimate children: Amos Bellis, Jr., Maria Cristina Bellis and
not modify article 16.—The third paragraph of article 17 of the Miriam Palma Bellis.
New Civil Code is not an exception to the second paragraph of
article 16. Precisely, Congress deleted the phrase,
"notwithstanding the provisions of this and the next preceding SUPREME COURT REPORTS ANNOTATED
article," when it incorporated article 11 of the old Civil Code as
article 17, while reproducing without substantial change the
second paragraph of article 10 of the old Civil Code, as article
16. The legislative intent must have been to make the second On August 5, 1952, Amos G. Bellis executed a will in the
paragraph of article 176 a specific provision in itself which must Philippines, in which he directed that after all taxes,
be applied in testate and intestate succession. As a further obligations, and expenses of administration are paid f or, his
indication of this legislative intent, Congress added a new distributable estate should be divided, in trust, in the following
provision, under article 1039, which decrees that capacity to order and manner: (a) $240,000.00 to his first wife, Mary E.
succeed is governed by the decedent's national law, Mallen; (b) P120,000.00 to his three illegitimate children, Amos
Bellis, Jr., Maria Cristina Bellis and Miriam Palma Bellis, or
Same; Legitimes; Statutes; Special and general provisions.— P40,000.00 each and (c) after the foregoing two items have
Whatever public policy and good customs may be involved in been satisfied, the remainder shall go to his seven surviving
our system of legitimes, Congres has not intended to extend children by his first and second wives, namely: Edward A.
the same to the succession of foreign nationals. It has Bellis, Henry A. Bellis, Alexander Bellis, and Anna Bellis
specifically chosen the decedent's national law to govern, inter Allsman, Edwin G. Bellis, Walter S. Bellis, and Dorothy E.
alia, the amount of successional rights. Specific provisions Bellis, in equal shares.
must prevail over general ones.
Subsequently, or on July 8, 1958, Amos G. Bellis died, a
resident of San Antonio, Texas, U.S.A. His will was admitted to
probate in the Court of First Instance of Manila on September
Same; Testamentary provision that successional right to 15, 1958.
decedent's estate would be governed by law other than his
national law is void.—A provision in a foreigner's will that his The People's Bank and Trust Company, as executor of the will,
properties should be distributed in accordance with Philippine paid all the bequests therein including the amount of
law and not in accordance with his national law is void, being $240,000.00 in the form of shares of stock to Mary E. Mallen
contrary to article 16 of the New Civil Code. and to the three (3) illegitimate children, Amos Bellis, Jr., Maria
Cristina Bellis and Miriam Palma Bellis, various amounts
totalling P40,000.00 each in satisfaction of their respective
legacies, or a total of P120,000.00, which it released from time
Same; System of legitimes does not apply to estate of a citizen
to time accordingly as the lower court approved and allowed
of Texas.—Where the decedent was a citizen of Texas and
the various motions or petitions filed by the latter three
under Texas laws there are no forced heirs, the system of
requesting partial advances on account of their respective
legitimes in Philippine law cannot be applied to the succession
legacies.
to the decedent's testate because the intrinsic validity of the
provisions of the decedent's will and the amount of On January 8, 1964, preparatory to closing its administration,
successional rights are to be determined under Texas law. the executor submitted and filed its "Executor's Final Account,
Report of Administration and Project of Partition" wherein it
reported, inter alia, the satisfaction of the legacy of Mary E.
APPEAL from an order of the Court of First Instance of Manila. Mallen by the delivery to her of shares of stock amounting to
$240,000.00, and the legacies of Amos Bellis, Jr., Maria
The facts are stated in the opinion of the Court. Cristina Bellis and Miriam Palma Bellis in the amount of
P40,000.00 each or a total of ?120,000.00. In the project of rights and to the intrinsic validity of testamentary provisions,
partition, the executor—pursuant to the "Twelfth" clause of the shall be regulated by the national law of the person whose
testator's Last Will and Testament—divided the residuary succession is under consideration, whatever may be the nature
estate into seven equal portions for the benefit of the testator's of the property and regardless of the country wherein said
seven legitimate children by his first and second marriages. property may be found."

On January 17, 1964, Maria Cristina Bellis and Miriam Palma


Bellis filed their respective oppositions to the project of partition
on the ground that they were deprived of their legitimes as "ART. 1039. Capacity to succeed is governed by the law of the
illegitimate children and, therefore, compulsory heirs of the nation of the decedent."
deceased.

Amos Bellis, Jr. interposed no opposition despite notice to him,


Appellants would however counter that Art. 17. paragraph
proof of service of which is evidenced by the registry receipt
three, of the Civil Code, stating that—
submitted on April 27, 1964 by the executor.1 After the parties
filed their respective memoranda and other pertinent
pleadings, the lower court, on April 30, 1964, issued an order
overruling the oppositions and approving the executor's final "Prohibitive laws concerning persons, their acts or property,
account, report and administration and project of partition. and those which have for their object public order, public policy
Relying upon Art. 16 of the Civil Code, it applied the national and good customs shall not be rendered ineffective by laws or
law of the decedent, which in this case is Texas law, which did judgments promulgated, or by determinations or conventions
not provide for legitimes. agreed upon in a foreign country."

Their respective motions for reconsideration having been


denied by the lower court on June 11, 1964,
prevails as the exception to Art. 16, par. 2 of the Civil Code
oppositorsappellants appealed to this Court to raise the issue
afore-quoted. This is not correct. Precisely, Congress deleted
of which law must apply—Texas law or Philippine law.
the phrase, "notwithstanding the provisions of this and the next
preceding article" when they incorporated Art. 11 of the old
Civil Code as Art. 17 of the new Civil Code, while reproducing
In this regard, the parties do not submit the case on, nor even without substantial change the second paragraph of Art. 10 of
discuss, the doctrine of renvoi, applied by this Court in Aznar v. the old Civil Code as Art. 16 in the new. It must have been their
Christensen Garcia, L-16749, January 31, 1963. Said doctrine purpose to make the second paragraph of Art. 16 a specific
is usually pertinent where the decedent is a national of one provision in itself which must be applied in testate and intestate
country, and a domicile of another. In the present case, it is not succes-sions. As further indication of this legislative intent.
disputed that the decedent was both a national of Texas and a Congress added a new provision, under Art. 1039, which
domicile thereof at the time of his death.2 So that even decrees that capacity to succeed is to be governed by the
assuming Texas has a conflict of law rule providing that the national law of the decedent.
domiciliary system (law of the domicile) should govern, the
same would not result in a reference back (renvoi) to Philippine
law, but would still refer to Texas law. Nonetheless, if Texas
It is therefore evident that whatever public policy or good
has a conflicts rule adopting the situs theory (lex
customs may be involved in our system of legitimes, Congress
has not intended to extend the same to the succession of
foreign nationals. For it has specifically chosen to leave, inter.
________________ alia, the amount of successional rights, to the decedent's
national law. Specific provisions must prevail over general
ones,
1 He later filed a motion praying that as a legal heir he be
included in this case as one of the oppositors-appellants; to file
or adopt the opposition of his sisters to the project of partition; Appellants would also point out that the decedent executed two
to submit his brief after paying his proportionate share in the wills—one to govern his Texas estate and the other his
expenses incurred in the printing of the record on appeal; or to Philippine estate—arguing from this that he intended Philippine
allow him to adopt the briefs filed by his sisters—but this Court law to govern his Philippine estate. Assuming that such was
resolved to deny the motion where the properties are situated, the decedent's intention in executing a separate Philippine will,
renvoi would arise, since the properties here involved are it would not alter the law, for as this Court ruled in Miciano v.
found in the Philippines. In the absence, however, of proof as Brimo, 50 Phil. 867, 870, a provision in a foreigner's will to the
to the conflict of law rule of Texas, it should not be presumed effect that his properties shall be distributed in accordance with
different from ours.3 Appellants' position is therefore not rested Philippine law and not with his national law, is illegal and void.
on the doctrine of renvoi. As stated, they never invoked nor for his national law cannot be ignored in regard to those
even mentioned it in their arguments. Rather, they argue that matters that Article 10—now Article 16—of the Civil Code
their case falls under the circumstances mentioned in the third states said national law should govern.
paragraph of Article 17 in relation to Article 16 of the Civil
Code.
The parties admit that the decedent, Amos G. Bellis, was a
citizen of the State of Texas, U.S.A., and that under the laws of
Article 16, par. 2, and Art. 1039 of the Civil Code, render Texas, there are no forced heirs or legitimes. Accordingly,
applicable the national law of the decedent, in intestate or since the intrinsic validity of the provision of the will and the
testamentary successions, with regard to four items: (a) the amount of successional rights are to be determined under
order of succession; (b) the amount of successional rights; (c) Texas law, the Philippine law on legitimes cannot be applied to
the intrinsic validity of the provisions of the will; and (d) the the testacy of Amos G. Bellis.
capacity to succeed. They provide that—

Wherefore, the order of the probate court is hereby affirmed in


"ART. 16. Real property as well as personal property is subject toto, with costs against appellants. So ordered.
to the law of the country where it is situated. "However,
intestate and testamentary successions, both with respect to
the order of succession and to the amount of successional
Allied Workers' Association of the Philippines vs. Court of
Industrial Relations

Concepcion, C.J., Reyes, J.B.L., Dizon, Regala, Makalintal,


Zaldivar, Sanchez and Castro, JJ., concur.

Judgment affirmed.

Notes.—In Philippine Trust Company vs. Bohanan, 60 O.G.


4615, it was held that the validity of the provisions of the will of
a citizen of Nevada should be governed by his national law, the
law of Nevada. Since the Nevada law allows a citizen of
Nevada to dispose of all his property according to his will, the
testamentary provisions therein, depriving his wife and children
of what should be their legitimes under Philippine law should
be respected and the project of partition made in accordance
with. his will should be approved,

In Aznar vs. Christensen Garcia, 61 O.G. 7302, it was held


that, where the deceased citizen of California was domiciled in
the Philippines, the validity of the provisions of his will should
be governed by Philippine law, pursuant to article 946 of the
California Civil Code, and not by the internal law of California.
Bellis vs. Bellis, 20 SCRA 358, No. L-23678 June 6, 1967

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