Showing posts with label estate. Show all posts
Showing posts with label estate. Show all posts

Sunday, June 17, 2012

Martinez v Martinez March 31, 1902 G.R. No. 445

J. Cooper

Facts:
This is an action brought by Pedro Martinez Ilustre, the son and the compulsory legal heir, against Francisco Martinez Garcia for a declaration of prodigality against the father.
The son claimed that the father is dissipating and squandering his estate by making donations to his second wife and to her parents of properties amounting to over $200,000; that he has given over the administration of this estate to the management of his wife; that the defendant has a propensity for litigation and has instituted groundless actions against the plaintiff in order to take possession of the property held in common with the plaintiff to give it to his wife and her relatives.
The defendant alleged that he has executed in favor of the plaintiff a general power of attorney under which the plaintiff has administered the community estate for several years; that the plaintiff has caused the ships Germana, Don Francisco, and Balayan, belonging to the estate, to be registered in his own name without the consent of the father and is otherwise mismanaging and misappropriating the property of the estate, which caused the defendant to revoke the power of attorney given to plaintiff, and that the suit brought by the defendant against the plaintiff was due to the attitude of the son, who, notwithstanding the fact that the power of attorney had been revoked, refused to render an account of his administration.
The Court of First Instance rendered judgment against the plaintiff and adjudged the costs against him. The plaintiff has appealed to this court.

Issue: Is the father suffering from prodigality thereby injuring the estate of his son?

Held: No. Petition dismissed

Ratio:
The acts which constitute prodigality are not defined in the Civil Code owing to the difficulty of applying general rules to the varying circumstances of the case and the different situations of persons.
Under our law it may inferred that the acts of prodigality must show a morbid state of mind and a disposition to spend, waste, and lessen the estate to such an extent as is likely to expose the family to want of support, or to deprive the forced heirs of their undisposable part of the estate.
Donations are considered as acts of liberality dictated by generosity and affection. All persons who can contract and dispose of property may make donations. (Art. 624 of the Civil Code.)
Public policy requires that limitations of the character mentioned should be imposed upon the owner, but a law which would impose restrictions further than such as are required by public policy may well be regarded unjust and tending in a contrary direction, as destroying the incentive to acquire property, and as subduing the generous impulse of the heart.
While some of the witnesses state that the possessions of the wife have greatly increased since her marriage, there is no evidence whatever to show that there has been any perceptible diminution of the defendant’s property. This can be accounted for only on the grounds that the father, so far from being a prodigal, is still in the full exercise of his faculties and still possesses the industry, thrift, and ability that resulted in the accumulation of a splendid estate after the date of his marriage with the mother of the plaintiff, to one-half of which estate the plaintiff has succeeded as heir of the mother.
A careful consideration of the evidence is sufficient to induce the belief that the plaintiff himself possesses that propensity for instituting lawsuits which he unjustly attributes to his father.

Sunday, October 23, 2011

Perez v Tuason de Perez (1960)

Perez v Tuason de Perez (1960)

Antonio Perez, as guardian ad litem of his son, filed a civil case against defendant Angela Tuason de Perez at the CFI Manila.
Under the causes of action, he wanted to declare his wife as prodigal and place under guardianship based on the allegations that 1. she was squandering her estate on a young man named Jose Boloix, 2. she was spending the conjugal partnership of gain, and 3. defendant has expressed her desire to marry and have children with Jose Boloix, if only to embarrass her husband.
The CFI dismissed the case for lack of jurisdiction.

ISSUES:
1. WON the trial court erred in holding that the Court of First Instance of Manila has no jurisdiction over the causes of action alleged by Antonio Perez in the complaint.
2. Can Angela Tuason de Perez be declared a prodigal and placed under guardianship under Article 116 of the Civil Code?

HELD:
1. NO
Republic Act no. 1401, creating the Juvenile Domestic Relations Court of the City of Manila and defining its jurisdiction, provides, among other things, that:
          SEC. 38–A—Provision of the Judiciary Act to the contrary notwithstanding, the court shall have exclusive original jurisdiction to hear and decide the following cases after the effectivity of this Act:
          (b) — Cases involving custody, guardianship, adoption, paternity and acknowledgment;
RTC has no jurisdiction. It is the Juvenile and Domestic Relations Court which has jurisdiction due to the Code’s provision. The law (subsection (d), Sec. 38-A) expressly gives that court exclusive original jurisdiction over proceedings under the provisions of Article 116 of the Civil Code.
2. YES
Article 116 of the Civil Code (referred to in subsection [d] above) states:
          When one of the spouses neglects his or her duties to the conjugal union or brings danger, dishonor or material injury upon the other, the injured party may apply to the court for relief.
          The court may counsel the offended party to comply with his or her duties, and take such measures as may be proper. (now art 72 of the family code)
We are inclined to think that "material injury" as used in Article 116 does not refer to patrimonial (economic) injury or damage, but to personal (i. e. physical or moral) injury to one of the spouses, since Article 116 lies in the chapter concerning personal relations between husband and wife. Nevertheless, the court below was correct in viewing this cause of action as primarily predicated on the grant of guardianship due to alleged prodigality of the wife, since the allegation thereof is therein reiterated, and the remedy of injunction sought against further (i. e. future) acts of disposition (no annulment of her past transactions is demanded) must be necessarily based on the wife's being subject to guardianship.
         If the wife were not in any way incapacitated, the mere fact that the alienation of her paraphernal would deprive the conjugal partnership of the future fruits thereof would not give rise to a cause of action for injunction, since the conjugal partnership is only entitled to the net fruits of such property, after deducting administration expenses (People's Bank vs. Register of Deeds, 60 Phil., 167), and it is nowhere alleged that any such net fruits exist. More fundamental still, the wife's statutory power to alienate her paraphernal (Phil Civil Code, Article 140) necessarily implies power to alienate its future fruits, since the latter are mere accessory to the property itself.