Title
Lee vs. Court of Appeals
Case
G.R. No. 93695
Decision Date
Feb 4, 1992
A voting trust agreement transferred ALFA's stock ownership to DBP, invalidating summons served via petitioners, who ceased being directors post-agreement.

Case Summary (G.R. No. 93695)

Legal vs. Equitable Ownership

Upon execution, the trustors (original shareholders) become beneficial (equitable) owners, while the trustee holds legal title. The separation extinguishes the trustors’ direct voting rights and alters the legal ownership recorded in the corporation’s books.

Duration and Termination of Voting Trust

Section 59 limits voting trusts to five years, renewable if linked to loan obligations. Trusts may exceed five years when required by a loan agreement but terminate automatically upon loan repayment. Absent renewal, trustee certificates and stock certificates revert to the transferors at period end.

Director Qualification under Section 23

Section 23 requires each director to own at least one share standing in his name on the corporation’s books. Loss of legal title to all shares automatically vacates directorship. The removal of the phrase “in his own right” in the 1981 Code reinforces that legal title, not merely beneficial interest, is essential.

Effect of the ALFA–DBP Voting Trust on Petitioners

By assigning and physically transferring their ALFA share certificates to DBP in 1981, petitioners relinquished legal title to all their shares. DBP became the shareholder of record. Certification by DBP confirmed petitioners ceased appearing as officers “as of April 1982.” Hence, petitioners no longer qualified as directors under Section 23.

Proper Service of Summons on a Corporation

Under Rule 14, Section 13, service on a domestic corporation may validly be made only on specified officers or directors. Because petitioners were legally divested of all shares and directorship in 1981, they were neither officers nor directors at the time service was attempted

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