Case Summary (G.R. No. 165987)
Key Dates and Procedural Milestones
Complaint for partition filed: January 30, 1998.
Intervention filed by Josefina Halasan: October 20, 1998 (with Answer in Intervention and machine copy of a marriage contract).
RTC Order dismissing intervention: September 13, 2002 (denying intervention and declaring Teresita and her children legitimate heirs).
RTC denial of motion for reconsideration: October 30, 2002.
CA Decision reversing the RTC: November 5, 2003 (ordered RTC to admit intervention and conduct proceedings).
Supreme Court decision: March 31, 2006 (affirming the CA).
Factual Background Relevant to Disputed Questions
Jose K. Alfelor allegedly married Josefina Halasan on February 1, 1956 (documentary machine copy produced by Josefina). He later contracted a civil marriage with Teresita on February 12, 1966 and a religious marriage on April 30, 1966. Teresita and her children claimed legitimacy and inheritance rights; Josefina asserted she was the first and surviving spouse and thus had an interest in Jose’s intestate share in his parents’ estate. Josefina did not personally testify at the RTC hearing; Teresita did, and both a written Reply-in-Intervention and oral testimony by Teresita contained statements acknowledging knowledge of a prior marriage of Jose to Josefina.
RTC Findings and Rationale
The RTC dismissed Josefina’s complaint-in-intervention for failure to prove the first marriage. The trial court emphasized the lack of primary testimony from Josefina, the absence of witnesses identifying or authenticating the marriage document as an original, and a deficiency in compliance with evidentiary formalities. The RTC found that Teresita contracted the subsequent marriage in good faith (not knowing of an existing valid marriage) and relied on that good faith to declare Teresita and her children legitimate heirs. The RTC applied Sarmiento v. Court of Appeals regarding requirements to prove validity of a marriage when contested.
Grounds of the CA Reversal
The Court of Appeals reversed the RTC, holding that Teresita’s express admissions—both in her written Reply-in-Intervention and in oral testimony—that she knew of Jose’s prior marriage to Josefina constituted judicial admissions. Applying Section 4, Rule 129 of the Revised Rules of Evidence (that admissions need not be proved), the CA concluded that proof of Josefina’s marriage to Jose was dispensed with. The CA relied on precedent that a judicial admission is conclusive and cannot be later controverted by the admitting party; therefore, the RTC gravely abused its discretion when it dismissed the intervention for “insufficient proof.”
Legal Issue Presented to the Supreme Court
Whether the CA erred in ordering the admission of Josefina Halasan’s intervention in the partition action — principally whether Teresita’s statements constituted a judicial admission that dispensed with further proof of the prior marriage and whether, on that basis, Josefina had the requisite legal interest to intervene under Rule 19, Section 1 of the Revised Rules of Court.
Supreme Court’s Analysis — Judicial Admission Doctrine
The Court characterized Teresita’s statements as deliberate, clear, and unequivocal statements made in the course of judicial proceedings and therefore qualifying as judicial admissions. The Court reiterated the legal effect of a judicial admission: it is a waiver of proof, removes the admitted fact from controversy, is binding on the party making it, and cannot later be contradicted by that party. The Court concluded that because the existence of the first marriage had been judicially admitted by petitioners’ mother, the formal proof the RTC demanded was unnecessary under Section 4, Rule 129.
Supreme Court’s Analysis — Intervention Under Rule 19
The Court examined Section 1, Rule 19 (who may intervene) and found that Josefina had a direct, immediate legal interest in the matter in litigation — specifically, in the share of the decedent husband’s intestate estate that was the object of the partition action. The Court relied on controlling principles that intervention is appropriate where the intervenor stands to gain or lose legally by the judgment and where their rights might be adversely affected by disposition of property in the custody of the court. Prior jurisprudence cited by the Court (e.g., Nordic Asia; Uy v. Court of Appeals) supported the proposition that, under such circumstances, intervention ought to be permitted so as to adjudicate the whole controversy and protect indispensable or directly affected rights.
Consideration of Evidentiary Objections and Hearsay Arguments
Petitioners argued that Teresita’s written admission in the Reply-in-Intervention was hearsay and lacked probative value because she claimed that her knowledge of the prior marriage was derived from others. The Supreme Court rejected this approach to the point that, once characterized as a judicial admission (a clear, unequivocal statement made in pleadings and testimony), the admission was conclusively binding and did not require extrinsic proof; consequently the hearsay contention could not negate the admission’s binding effect.
Distinction from Sarmiento and Other Authorities
The Court clarified that Sarmiento v. Court of Appeals (which dealt with proof and validity of a marriage) did not control the intervention question here because the present appeal turned on the ad
Case Syllabus (G.R. No. 165987)
Case Citation and Panel
- Reporter citation: 520 Phil. 982.
- G.R. No.: 165987.
- Date of decision: March 31, 2006.
- Ponente: Callejo, Sr., J.
- Concurring justices named in the final disposition: Panganiban, C.J. (Chairperson), Ynares-Santiago, Austria-Martinez, and Chico-Nazario, JJ.
- Court of Appeals decision (subject of the petition) penned by Associate Justice Jose L. Sabio, Jr., with Associate Justices Delilah Vidallon-Magtolis (Chairman) and Hakim S. Abdulwahid concurring.
Nature of the Proceeding and Relief Sought
- Petition for Review on Certiorari under Rule 45 of the Rules of Court.
- Petitioners sought nullification of the Court of Appeals Decision in CA-G.R. SP No. 74757 and the Resolution dated June 28, 2004 denying the motion for reconsideration.
- The central procedural posture: review of appellate reversal of trial-court orders denying intervention and dismissing complaint-in-intervention in a partition case.
Underlying Action and Parties
- Original action: Complaint for Partition filed on January 30, 1998 before the Regional Trial Court (RTC) of Davao City, docketed as Civil Case No. 26,047-98 and raffled to Branch 17.
- Plaintiffs in partition: the children and heirs of the late spouses Telesforo and Cecilia Alfelor; among them Teresita Sorongon and her two children, Joshua S. Alfelor and Maria Katrina S. Alfelor.
- Central contested familial facts: petitioners claimed Teresita to be the surviving spouse of Jose K. Alfelor (one of the deceased Alfelor spouses’ children).
- Intervenor/Private respondent: Josefina M. Halasan, who moved to intervene as she claimed to be the surviving spouse and primary compulsory heir of Jose K. Alfelor.
Motion for Intervention and Pleadings Filed by Josefina Halasan
- Filed on October 20, 1998: Motion for Intervention asserting legal interest in partition proceedings and alleging she was the surviving spouse and primary compulsory heir of Jose K. Alfelor.
- Allegation in motion: intervenor had not received any share of her late husband’s intestate estate.
- Attached pleadings: an Answer in Intervention claiming:
- Josefina was the surviving spouse of Jose.
- The subsequent marriage of Jose to Teresita was void ab initio because it was contracted during the subsistence of Josefina’s previous marriage to Jose.
- Joshua and Maria Katrina were not children of Josefina’s husband.
- Prayer for appointment of a special administrator to take charge of the estate.
- Documentary attachment: a copy of a marriage contract indicating Josefina and Jose were married on February 1, 1956.
Evidence and Testimony Developed at Trial
- Oppositors (petitioners) opposed intervention; court set the motion for hearing.
- Evidence presented by Josefina at the hearing: the purported marriage contract (machine copy) and reference to Teresita’s Reply-in-Intervention wherein Teresita declared she knew “of the previous marriage of the late Jose K. Alfelor with that of the herein intervenor.”
- Nonappearance: Josefina did not personally appear to testify at the hearing to substantiate her claim.
- Testimony of Teresita (February 13, 2002):
- Stated she and Jose were married in civil rites at Tagum City on February 12, 1966, and in religious rites at the Assumption Church on April 30, 1966.
- Listed as secondary sponsors at the religious rites were relatives of Josefina (Atty. Margarito Halasan, her brother, and Valentino Halasan, her father).
- Testified she knew that Jose had previously married Josefina and that Josefina left Jose in 1959.
- Recounted that Jose searched for Josefina in Cebu, Bohol, and Manila without success, and that Jose believed in good faith he could remarry after not seeing Josefina for more than seven years; that opinion was shared by Jose’s sister who was a judge.
- Related that she met Josefina in 2001 and that Josefina said she had been married three times and was then married to an Englishman in the United States.
Trial Court Orders and Ruling (Order dated September 13, 2002; Order dated October 30, 2002)
- Primary findings of the trial court (Order dated September 13, 2002):
- Intervenor failed to appear to testify and therefore failed to substantiate her claim by competent evidence.
- No witness identified the marriage contract, nor was there testimony establishing existence of an original document or custody by a public officer.
- The determinative fact was Teresita’s good faith in contracting the second marriage without knowledge of a prior marriage.
- Cited Sarmiento v. Court of Appeals regarding insufficiency of a machine copy and absence of identification and requisite testimony.
- Declared Teresita and her children (Joshua and Maria Katrina) legal and legitimate heirs of the late Jose K. Alfelor; observed that Jose referred to them as his children in his Statement of Assets and Liabilities and oppositor presented no evidence to dispute that.
- Dispositive portion of the RTC order (quoted as in source):
- The complaint of intervention ordered dismissed for insufficiency of evidence; Teresita and her children declared legal and legitimate heirs entitled to shares in intestate estate.
- Motion for Reconsideration by Josefina:
- Invoked Section 4, Rule 129 of the Revised Rules of Court (admission need not be proved).
- Pointed to Teresita’s Reply in Intervention and testimony acknowledging knowledge of Jose’s prior marriage as constituting an admission that need not be proved.
- Argued paragraph 4, Article 80 and Article 83 of the New Civil Code as relevant to the nullity of the second marriage if first marriage exists.
- RTC denial of motion for reconsideration: Order dated October 30, 2002 denying the motion (reflected in the record).
Petition for Certiorari to the Court of Appeals and Appellate Disposition
- Josefina filed a Petition for Certiorari under Rule 65 before the Court of Appeals alleging grave abuse of discretion by the RTC:
- Claimed RTC erred in declaring she failed to prove her marriage to Jose and in considering the second marriage valid while declaring the second wife legal heir.
- Relied on Articles 80 and 83 of the New Civil Code providing presumption that subsequent marriages are null and void; argued no evidence showed she had been absent for seven cons