VS. The Court of Appeals GR. NO. 118671- Jan. 29, 2996
Settlement of Estate Law Applied:
Proceedings -Rule 83 Sec. 3 When Distribution of -Rule 84 Sec. 3 Estate Properties Can Be Made Probate of a Will Holographic Will Inchoate Right Trust Funds FACTS OF THE CASE
June 27, 1987: Hilario Cash
Holographic Will Personal .Edmond (only son) Real Maria Pilar Montes Edmond-executor (adopted daughter) 3 minor grandchildren (Edmonds) April 12, 1988- Hilario Died
Cash components of Edmond opposed: will
estate immediately executed under undue distributed influence No action for probate Nov. 2, 1992 4 years later House and Lot in -Maria Pilar Valleverde bequeathed to the grand daughters Petition for Probate and Leased out by Edmond to Approval of holographic 3rd persons will Jan. 19, 1993 RTC/P.court Issuance of letters test. To Edmond -Edmond to deposit with the BCC: Rental deposit July 28, 19993: Edmond Lease payment- valle -Ex-parte motion to verde property release funds,DENIED. May 14, 1993: Edmond Montes : motion to withdrew opposition release funds to certain May 18, 1993 P.Court heirs and issuance of allowance of probate -Admitted the will to will, GRANTED. probate June 23, 1993 Pcourt : -Issued Letters -Release of rent Testamentary (P50K B) payments (3Grand C.) Delivery of titles 6 months from date of CA denied: no grave first publication of the abuse of discretion of notice to creditors Pcourt. For Edmond Appealed. -submit accounting on Issue: w/n PCourt after expenses for admitting the will to admin/support of 3 GC probate but before payment of estate debts -cause publication and obli. has authority: Edmond assailed-grave 1.to grant allowance from abuse of discretion funds of estate for support of the G.C. G.C. 2.to order release of the -release of title to Montes titles to certain heirs annulled/set aside 3.to grant possession of -Judge was ordered to all properties of the proceed with dispatch in estate to the executor the proceedings. of the will. RULINGS: SC: Affirmed with Mod. 1.Allowance for support in the portions of the Sec.3 Rule 83: should order: granting an not be limited to allowance to testators minor/incapacitated Children of the deceased. the estate. Art.188 CC-substantive law 2. Error for CA to sustain at the time of death Pcourts order granting During liquidation of the allowance to G.C. conjugal partnership, pending settlement of deceased legitimate the estate. spouse and children GC not entitled to provi. REGARDLESS of their Support from funds of age, civil status, or the estate. gainful employment are 3.Pcourt erred : entitled to provisional support from funds of -release of titles to Monte six months after date of of administration. first publication of - Distribution of estate notice to creditors properties can only be -Rule 84 Sec.3: Executor/ made after all the: admin. Shall have the - Debts rights to the possession - Funeral charges and management of the real as well as personal - Expenses of admin. estate of the deceased - Allowance to widow so long as it is necessary - Estate tax for the payment of the have been paid. debts and the expenses *when Pcourt issued order: *Funds in his hands are -Estate not yet appraised/ merely trust funds. inventoried *too early for Pcourt: -release the titles 6mons. after admitting will to probate. *Edmonds right of owner- ship merely inchoate as long as the estate has not been fully settled. Thank You. *The Rules provide: If there controversy as to Reported by: who are the lawful heirs Virginia B. Villanueva of the decedent and LLB 3B distributive shares in his estate, the Pcourt shall proceed to hear and decide as in ordinary cases. ***********************
John W. Sant v. Ella Stephens, Public Trustee For Garfield County, State of Colorado, and Edmund W. Roginski and Elisabeth D. Getzen, 848 F.2d 1119, 10th Cir. (1988)