Title
Ferrer, Jr. vs. Bautista
Case
G.R. No. 210551
Decision Date
Jun 30, 2015
Petitioner challenged Quezon City ordinances imposing a socialized housing tax and garbage fee. SC upheld housing tax as constitutional but struck down garbage fee as discriminatory and excessive, ordering refunds.

Case Summary (G.R. No. L-51651)

Background and Ordinance Provisions

Ordinance SP-2095 (Oct. 17, 2011) imposed an additional 0.5% ad valorem tax on land assessed above ₱100,000 to fund socialized housing projects (land banking, site development, core housing, PPP with NHA). Taxpayers continuously paying for five years qualify for a 100% credit spread in equal 20% annual installments over the next five years.
Ordinance SP-2235 (Dec. 16, 2013; effective upon mayoral approval ten days later) mandated annual garbage fees: ₱100–₱500 for lots (by size tiers) and ₱25–₱200 for condominium/socialized housing units (by floor-area tiers), with homeowners’ or associations’ fees for high-rise units, collected alongside real property taxes.

Procedural History

Petitioner filed a Rule 65 certiorari petition with TRO (Jan. 17, 2014; TRO issued Feb. 5, 2014) to enjoin enforcement of both ordinances. Respondents opposed via Comment and motion to dissolve the TRO (Feb. 17, 2014). Petitioner filed Reply and Memorandum (Mar. 3 and Sept. 8, 2014).

Propriety of Certiorari

– The City Council’s enactment is a legislative, not quasi-judicial, act; certiorari under Rule 65 strictly targets judicial or quasi-judicial bodies.
– Supreme Court nonetheless treated the petition as one for prohibition/declaratory relief under its original jurisdiction due to the transcendental and public-interest nature of the constitutional questions involved.

Locus Standi

Petitioner is a real party-in-interest: he owns the property, paid the SHT and garbage fee, and seeks refund and cessation of future impositions. His challenge also benefits similarly situated taxpayers.

Litis Pendentia

Respondents alleged a pending case in RTC Branch 104 challenging SP-2095. The Court dismissed this ground: no pleadings were attached; identity of parties, issues, evidence, or reliefs could not be established to warrant dismissal for lis pendens.

Exhaustion of Administrative Remedies

While Section 187, LGC, mandates a DOJ appeal within 30 days for tax ordinances, the Court relaxed this requirement due to the purely legal, novel issues and the need for immediate, binding guidance for LGUs.

Substantive Issue – Socialized Housing Tax

Applicable Law: 1987 Constitution Art X, Sec 5 (local taxing power subject to congressional guidelines); R.A. 7279 (Urban Development and Housing Act) Sec 43 authorizing 0.5% SHT on urban lands above ₱50,000.
Rationale: SHT implements the social-function doctrine of property, funds urban renewal, slum rehabilitation, and socialized housing under police power for general welfare.
Court’s Analysis:
• SP-2095 derives authority from both the 1987 Constitution and UDHA.
• Classification (landowners with assessed value >₱100,000) is reasonable, rests on substantial distinctions, and is germane to housing aims.
• Tax credits mitigate burdens and reflect legislative flexibility below the UDHA ceiling.
Disposition: SP-2095 is constitutional and legal; TRO lifted.

Substantive Issue – Garbage Fee

Applicable Law: 1987 Constitution Art X, Sec 5; LGC Sections 130 (fundamental principles of local taxation), 153 (definitions of taxes vs. fees), 168 (penalty limits), 186 (power to levy other charges), and R.A. 9003 (Ecological Solid Waste Management Act).
Rationale: Garbage fee is a regulatory charge




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