Case Summary (G.R. No. 154512)
Procedural Background and Antecedents
On July 2, 2002, a Preparatory Recall Assembly (PRA) of barangay officials of Puerto Princesa convened and adopted Resolution No. 01-02 initiating a recall of Mayor Socrates. The PRA designated Mark David M. Hagedorn as interim chair. Socrates sought COMELEC relief to nullify the Recall Resolution; COMELEC en banc dismissed his petition and gave due course to the Recall Resolution. The COMELEC set a campaign calendar, and recall election scheduling and candidate qualification disputes (chiefly whether Edward Hagedorn was disqualified for having served three consecutive terms before the recall) produced several administrative petitions (SPA Nos. 02-492 and 02-539, consolidated) and subsequent Supreme Court interventions enjoining proclamation pending adjudication.
Consolidated Petitions and Core Issues Presented to the Court
The consolidated petitions raised: (1) whether COMELEC gravely abused its discretion in giving due course to the PRA Recall Resolution and scheduling the recall election (Socrates); (2) whether the short campaign period fixed by COMELEC (10 days) constituted grave abuse (Sandoval) — later rendered moot by Court order extending campaign period; and (3) whether Edward Hagedorn was disqualified from running in the recall election by reason of having already served three consecutive terms as mayor (Adovo, Gilo, Ollave; with Socrates intervening).
COMELEC Findings on Notice, PRA Conduct, and Evidentiary Record
COMELEC found that notices of the PRA convening were sent pursuant to Section 70 of the Local Government Code; proof of service, postings, media dissemination, attendance records, minutes and the authenticated list of barangay officials were submitted and certified. The City Election Officer and provincial/regional COMELEC officials certified the sufficiency and authenticity of the PRA documents and that the majority of PRA members approved the Recall Resolution. The Supreme Court noted that factual determinations by COMELEC on matters within its competence are binding unless patently erroneous, relying on Malonzo v. COMELEC for the standard that defective service-of-notice issues are factual questions for COMELEC.
Court’s Review and Rationale on the Validity of the Recall Resolution
The Court applied the deferential standard to COMELEC’s factual findings and found no patent error. Challenges that some PRA members were not notified, that proof of service was deficient, that PRA members were seeking new electoral mandates, or that proceedings violated Socrates’ right to information were rejected. The Court observed that PRA members were de jure barangay officials at the time of adoption, Socrates received notice and had representation, and the records were available for his inspection. Consequently, the Court concluded COMELEC did not gravely abuse its discretion in upholding the Recall Resolution and scheduling the recall election (ultimately on September 24, 2002).
Constitutional and Statutory Framework Governing Term Limits
Article X, Section 8 of the 1987 Constitution provides for three-year terms for elective local officials (except barangay officials) and bars service for more than three consecutive terms; it further states voluntary renunciation of office does not interrupt continuity. Section 43(b) of RA 7160 restates the three-term prohibition. The Court explained these provisions as having two parts: (i) the bar on more than three consecutive terms (counting only consecutive terms), and (ii) the rule that voluntary renunciation does not interrupt continuity of service (whereas involuntary interruption does). The Court placed emphasis on the constitutional framers’ intent (as reflected in ConCom debates) that the constitutional ban targets immediate reelection that would produce a fourth consecutive term, while preserving the people’s freedom to choose their leaders in subsequent elections after an interruption.
Majority’s Analysis on “Immediate Reelection,” Continuity, and Recall Elections
The Court reasoned that the three-term limitation forbids an immediate reelection for a fourth consecutive term following completion of three full consecutive terms; it does not prohibit candidacy in subsequent elections after an involuntary interruption. The Court construed a recall election held during the term that follows a third consecutive term as a subsequent election, not an immediate reelection. In Hagedorn’s case, his three consecutive terms ended June 30, 2001, he did not run in the 2001 regular election and thus was a private citizen thereafter; the PRA-initiated recall election occurred on September 24, 2002 — after a nearly 15-month hiatus. The Court found that the hiatus constituted an involuntary interruption of continuity of service (the interruption need not be a full term), relying on prior rulings (e.g., Lonzanida, Adormeo) holding that interruptions prevent stitching together terms to make them consecutive. Therefore Hagedorn’s recall term (serving the unexpired 2001–2004 term) was not retroactively a fourth consecutive term and did not violate the three-term prohibition.
Interpretation of “Term” and the Effect of Recall Terms on Term Computation
The majority emphasized that a “term” is a fixed three-year period; a person who wins a recall serves only the unexpired portion of the incumbency and that unexpired portion is itself counted as a term for future term-limit computations, but it does not retroactively convert the prior completed service into a continuous fourth full term. The Court relied on Constitutional Commission debates and earlier cases (Borja, Lonzanida, Adormeo) to explain that the constitutional scheme aimed to prevent immediate fourth-term reelection while preserving voters’ choice and that involuntary interruptions break continuity even if the interruption is shorter than a full term.
Holding, Disposition, and Relief
Applying the above analysis, the Supreme Court dismissed the consolidated petitions (G.R. Nos. 154512, 154683, and 155083–84). The Court held that (1) COMELEC did not commit grave abuse in validating the Recall Resolution and scheduling the recall election and (2) Edward Hagedorn was qualified to run in and to assume the office after winning the September 24, 2002 recall election. The temporary restraining order previously enjoining proclamation was lifted; petitions were dismissed with no costs.
Concurring and Dissenting Views — Chief Justice Davide’s Dissent and Other Opinions
- Chief Justice Davide (dissent): Agreed with the majority on the validity of the PRA and the mootness of the short campaign period issue, but dissented on Hagedorn’s qualification. He read Article X, Section 8 and Section 43(b) as prohibiting a fourth consecutive term (not merely immediate reelection), contending that Hagedorn’s candidacy and election in the recall effectively sought a fou
Case Syllabus (G.R. No. 154512)
Court and Citation
- Decision rendered by the Supreme Court of the Philippines, En Banc, reported at 440 Phil. 106.
- G.R. Nos. consolidated: 154512 (Socrates), 154683 (Sandoval, Jr.), 155083-84 (Adovo, Gilo, Ollave, Sr.), decided November 12, 2002.
- Opinion of the Court authored by Justice Antonio T. Carpio; several separate concurring and dissenting opinions noted (Chief Justice Davide, Jr. concurring and dissenting; Justice Mendoza separate opinion; Justice Puno concurring; others noted as joining or concurring in result).
Parties and Nature of Action
- Multiple consolidated petitions for certiorari under Rule 65 in relation to Rule 64 of the 1997 Rules of Civil Procedure, with prayers for preliminary injunctions and temporary restraining orders.
- Principal petitioners and intervenors:
- Victorino Dennis M. Socrates (incumbent mayor and petitioner in G.R. No. 154512).
- Vicente S. Sandoval, Jr. (petitioner in G.R. No. 154683).
- Ma. Flores P. Adovo, Mercy E. Gilo, Bienvenido Ollave, Sr. (petitioners in G.R. Nos. 155083-84).
- Respondents:
- Commission on Elections (COMELEC).
- Preparatory Recall Assembly (PRA) of Puerto Princesa City and identified PRA officers.
- Edward S. Hagedorn (respondent in disqualification petitions and successful candidate in the recall election).
- Reliefs sought varied by petitioner: annulment of COMELEC resolutions, nullification/denial of due course to Recall Resolution, disqualification of Hagedorn from candidacy, extension of campaign period, injunctions restraining proclamation of winning candidate.
Antecedent Facts and Key Chronology
- July 2, 2002: A Preparatory Recall Assembly (PRA) of Puerto Princesa City convened at Barangay San Jose Gymnasium from 9:00 a.m. to 12:00 noon; attendance was 312 out of 528 barangay officials.
- PRA adopted Resolution No. 01-02 declaring loss of confidence in Mayor Victorino Dennis M. Socrates and requested COMELEC to schedule a recall election within 30 days from receipt.
- Mark David M. Hagedorn, president of the Association of Barangay Captains, designated interim chair of the PRA.
- July 16, 2002: Socrates filed E.M. No. 02-010 (RC) with COMELEC to nullify and deny due course to the Recall Resolution.
- August 14, 2002: COMELEC en banc dismissed Socrates’s petition for lack of merit, gave due course to the Recall Resolution, and scheduled the recall election for September 7, 2002.
- August 21, 2002: COMELEC en banc promulgated Resolution No. 5673 prescribing calendar and prohibited acts for the recall election and fixed the campaign period at August 27 to September 5, 2002 (10 days).
- August 23, 2002: Edward M. Hagedorn filed certificate of candidacy for mayor in the recall election.
- August 17, 2002 and August 30, 2002: Petitions filed (SPA Nos. 02-492 and 02-539, consolidated) by Adovo, Gilo, Ollave, and Genaro V. Manaay seeking Hagedorn’s disqualification on the ground he had already served three consecutive full terms as mayor and was barred from a fourth consecutive term.
- September 3, 2002: This Court en banc issued a resolution enjoining COMELEC from implementing Resolution No. 5673 insofar as it fixed the recall election on September 7, 2002; Court directed COMELEC to give candidates an additional 15 days from September 7, 2002 to campaign.
- September 9, 2002: COMELEC issued Resolution No. 5708 granting additional 15 days of campaign period (thus resetting recall election to September 24, 2002).
- September 20, 2002: COMELEC First Division dismissed SPA Nos. 02-492 and 02-539, declaring Hagedorn qualified to run in the recall election; COMELEC subsequently denied motion for reconsideration on September 23, 2002.
- September 24, 2002: Court ordered COMELEC to desist from proclaiming any winning candidate until further orders; petitioners required to post P20,000 bond.
- September 24, 2002: Recall election held; Hagedorn obtained the highest number of votes (20,238), Socrates 17,220, Sandoval 13,241.
- October 1, 2002: Court granted Socrates leave to file petition for intervention.
- Final disposition: petitions dismissed; temporary restraining order lifted; no costs.
Procedural Posture and Reliefs Sought
- Multiple petitions consolidated before the Supreme Court raising constitutional and administrative law issues about the validity of the PRA recall process, sufficiency of notice to PRA members, propriety of PRA proceedings, campaign period sufficiency, and the disqualification of a candidate who previously served three consecutive terms.
- Petitions sought annulment of COMELEC resolutions, injunctive reliefs including temporary restraining orders, and disqualification of candidate Edward S. Hagedorn.
Issues Framed by the Court
- G.R. No. 154512 (Socrates): Whether COMELEC committed grave abuse of discretion in giving due course to the Recall Resolution and scheduling the recall election for mayor of Puerto Princesa.
- G.R. Nos. 155083-84 (Adovo, Gilo, Ollave): Whether Edward S. Hagedorn was qualified to run for mayor in the recall election of Puerto Princesa on September 24, 2002 in light of constitutional and statutory three-term limits.
- G.R. No. 154683 (Sandoval): Whether COMELEC committed grave abuse in fixing a 10-day campaign period — rendered moot by Court’s September 3, 2002 resolution and COMELEC Resolution No. 5708 granting the additional 15 days.
COMELEC Findings and Evidence Regarding PRA Proceedings
- COMELEC found that notices of the PRA convening were sent on various dates in June 2002 in compliance with Section 70 of the Local Government Code; copies of notices submitted as part of the petition record.
- Proofs of service for notices attached and marked as annexes in the records; notices also posted in conspicuous places such as Barangay Halls with photographic evidence attached.
- Broadcast mass media were used to disseminate the convening of the PRA; notices were also sent to an extensive list of provincial and national elective officials, print and broadcast media practitioners, PNP officials, COMELEC officials, and DILG officials.
- Certifications received:
- City Election Officer of Puerto Princesa (Certification dated July 10, 2002) certified majority approval on Resolution No. 01-02 and that no PRA member complained about veracity/authenticity of signatures.
- Provincial Election Supervisor of Palawan (Indorsement dated July 10, 2002) found submitted documents in order.
- Acting Director IV, Region IV (study dated July 30, 2002) recommended the petition was sufficient in form and substance and that the PRA was validly constituted and majority approved Resolution No. 01-02.
Court’s Standard of Review and Deference to COMELEC
- Court reiterates that factual determinations of COMELEC on matters within its competence and expertise are binding on the Court unless patently erroneous or beset by serious inconsistencies.
- Malonzo v. COMELEC cited for principle that propriety of notices to PRA members is factual and COMELEC’s evaluation is conclusive absent patent error.
Court’s Analysis: Validity of the Recall Resolution (First Issue)
- Petitioner Socrates’s contentions:
- Not all PRA members were notified; proof of service palpably and legally deficient.
- PRA members were seeking new electoral mandates in barangay elections (scheduled July 15, 2002) and thus lacked authority to convene.
- Adoption of the Recall Resolution was with grave abuse of authority.
- PRA proceedings violated his and the public’s constitutional right to information.
- Court’s findings and reasoning:
- COMELEC’s factual findings supported by documentary proof (notices, proof of service, posted notices, media dissemination, certifications) were not patently erroneous.
- PRA members were, at the time of adoption (July 2, 2002), still de jure sangguniang barangay members because their terms had not yet expired, thus they had authority under Section 70 of the Local Government Code to participate.
- Socrates received notice, sent representative and counsel who were present throughout PRA proceedings; proponents submitted minutes, journal, at