Thursday, September 23, 2010

Bellis vs Bellis, G.R. No. L-23678 June 6, 1967

TESTATE ESTATE OF AMOS G. BELLIS, deceased, PEOPLE’S BANK & TRUST COMPANY,
executor, MARIA CRISTINA BELLIS and MIRIAM PALMA BELLIS, oppositors-appellants, VS.
EDWARD A. BELLIS, ET. AL., heir-appellees
G.R. No. L-23678 June 6, 1967

FACTS:
Amos Bellis, born in Texas, was a citizen of the State of Texas and of the United States. He had 5 legitimate children with his wife, Mary Mallen, whom he had divorced, 3 legitimate children with his 2nd wife, Violet Kennedy and finally, 3 illegitimate children.

Prior to his death, Amos Bellis executed a will in the Philippines in which his distributable estate should be divided in trust in the following order and manner:

a. $240,000 to his 1st wife Mary Mallen;
b. P120,000 to his 3 illegitimate children at P40,000 each;
c. The remainder shall go to his surviving children by his 1st and 2nd wives, in equal shares.

Subsequently, Amos Bellis died a resident of San Antonio, Texas, USA. His will was admitted to probate in the Philippines. The People’s Bank and Trust Company, an executor of the will, paid the entire bequest therein.

Preparatory to closing its administration, the executor submitted and filed its “Executor’s Final Account, Report of Administration and Project of Partition” where it reported, inter alia, the satisfaction of the legacy of Mary Mallen by the shares of stock amounting to $240,000 delivered to her, and the legacies of the 3 illegitimate children in the amount of P40,000 each or a total of P120,000. In the project partition, the executor divided the residuary estate into 7 equal portions
for the benefit of the testator’s 7 legitimate children by his 1st and 2nd marriages.

Among the 3 illegitimate children, Mari Cristina and Miriam Palma Bellis filed their respective opposition to the project partition on the ground that they were deprived of their legitimates as illegitimate children.

The lower court denied their respective motions for reconsideration.

ISSUE:
Whether Texan Law of Philippine Law must apply.

RULING:
It is not disputed that the decedent was both a national of Texas and a domicile thereof at the time of his death. So that even assuming Texan has a conflict of law rule providing that the same would not result in a reference back (renvoi) to Philippine Law, but would still refer to Texas Law.

Nonetheless, if Texas has conflict rule adopting the situs theory (lex rei sitae) calling for the application of the law of the place where the properties are situated, renvoi would arise, since the properties here involved are found in the Philippines. In the absence, however of proofs as to the conflict of law rule of Texas, it should not be presumed different from our appellants, position is therefore not rested on the doctrine of renvoi.

The parties admit that the decedent, Amos Bellis, was a citizen of the State of Texas, USA and that under the Laws of Texas, there are no forced heirs or legitimates. Accordingly, since the intrinsic validity of the provision of the will and the amount of successional rights has to be determined under Texas Law, the Philippine Law on legitimates can not be applied to the testate of Amos Bellis.

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