Title
Lim vs. Equitable PCI Bank
Case
G.R. No. 183918
Decision Date
Jan 15, 2014
Francisco Lim alleged forgery in a mortgage contract, but the Supreme Court ruled he failed to prove it, upholding the validity of the notarized documents and the bank's due diligence.

Case Summary (G.R. No. 139230)

Factual Background

On November 17, 1988, petitioner granted Franco Lim (his brother) the authority to mortgage their co-owned property via an Irrevocable Special Power of Attorney. A loan amounting to P8.5 million was subsequently released by Banco De Oro in favor of Franco, which was fully paid by December 28, 1992. Later, in June 1996, petitioner, Franco, and Victoria Yao Lim (their mother) took a loan of P30 million from the respondent, secured by a Real Estate Mortgage on the same property. The loan default led to foreclosure, and TCT No. 9470 was issued in the respondent's name.

Legal Proceedings and Lower Court Rulings

In January 2001, petitioner filed a complaint in the Regional Trial Court (RTC) of Pasig, seeking to annul the mortgage agreement, alleging that his signature was forged and that he did not consent to the mortgage. The RTC initially issued a Temporary Restraining Order (TRO) to prevent the enforcement of the Writ of Possession. The RTC ultimately ruled in favor of petitioner in April 2005, declaring the mortgage and the related title documents as null and void, and granting a permanent injunction.

Court of Appeals Ruling

On appeal, the Court of Appeals (CA) reversed the RTC decision, arguing that petitioner failed to provide sufficient evidence to substantiate his claim of forgery. It held that the mere allegation of forgery was insufficient to overcome the assumption of regularity of the notarized mortgage. The CA dismissed the case, citing lack of merit in petitioner's claims.

Issues Raised

Petitioner questioned the CA’s ruling concerning the evidence of forgery, specifically whether expert evidence was necessary to support his claim. He also contended the CA erred in dismissing his appeal and argued that the respondent did not exercise due diligence in executing the mortgage.

Petitioner’s Arguments

Petitioner asserted that he was abroad when the mortgage was executed, which would make his signature impossible to have been signed by him. He argued that expert testimony should not be mandatory to prove forgery and claimed that the respondent acted negligently by approving the loan without adequate verification. He further pointed out that his wife’s consent was not obtained, which he believed cast doubt on the validity of the mortgage.

Respondent’s Arguments

The respondent maintained that petitioner's denial alone was insufficient to prove forgery, arguing that he provided no evidence demonstrating the signatures' authenticity or irregularities in the mortgage transaction. The respondent highlighted that petitioner communicated with the bank regarding the foreclosure and his intention to recover the property, suggesting he could not claim ignorance of the mortgage’s existence.

The Court’s Ruling

The Supreme Court found the petition lacks merit. It emphasized that allegations of forgery must be established through clear evidence,

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