1. Amos Bellis was a citizen of Texas who died in the Philippines and left a will. He had both legitimate and illegitimate children.
2. His will ordered that his illegitimate children each receive $40,000, while the remainder would be divided among his legitimate children.
3. When the executor submitted the final project of partition, the illegitimate children opposed, claiming they were deprived of their legitimes under Philippine law.
4. The Supreme Court ruled that since Amos Bellis was a citizen of Texas, Texas law applied regarding succession. As Texas law does not provide for legitimes, the will and partition were valid.
1. Amos Bellis was a citizen of Texas who died in the Philippines and left a will. He had both legitimate and illegitimate children.
2. His will ordered that his illegitimate children each receive $40,000, while the remainder would be divided among his legitimate children.
3. When the executor submitted the final project of partition, the illegitimate children opposed, claiming they were deprived of their legitimes under Philippine law.
4. The Supreme Court ruled that since Amos Bellis was a citizen of Texas, Texas law applied regarding succession. As Texas law does not provide for legitimes, the will and partition were valid.
1. Amos Bellis was a citizen of Texas who died in the Philippines and left a will. He had both legitimate and illegitimate children.
2. His will ordered that his illegitimate children each receive $40,000, while the remainder would be divided among his legitimate children.
3. When the executor submitted the final project of partition, the illegitimate children opposed, claiming they were deprived of their legitimes under Philippine law.
4. The Supreme Court ruled that since Amos Bellis was a citizen of Texas, Texas law applied regarding succession. As Texas law does not provide for legitimes, the will and partition were valid.
[4] Bellis v. Bellis 1. Amos Bellis was a citizen of Texas.
He had 5 children (4 survived
him) with his first wife. He later divorced her and married another, GR No. L-23678 | 6 June 1967 | Art. 16 | Francis with whom he had 3 children. He also had 3 illegitimate children who survived him. Petitioner: TESTATE ESTATE OF AMOS G. BELLIS, deceased. PEOPLE'S 2. On 1952, Amos Bellis executed a will in the Philippines ordering that BANK and TRUST COMPANY, executor. MARIA CRISTINA BELLIS and after the payment of all of his obligations, his estate should be MIRIAM PALMA BELLIS, oppositors-appellants, divided accordingly: Respondents: EDWARD A. BELLIS, ET AL., heirs-appellees. a. USD 240,000 to his first wife b. USD 120,000 to his three illegitimate children (USD 40,000 Recit-Ready Facts: each) 1. Amos Bellis was a citizen of Texas. He fathered 7 legitimate children, c. The remainder to his 7 surviving legitimate children and 3 illegitimate children who survived him. He executed a will in the 3. On 1958, Amos Bellis died and his will was admitted to probate in Philippines ordering the payment of USD 40,000 for each of his the CFI of Manila. illegitimate children while the rest are to be divided among the legitimate children. 4. The executor of the will paid all bequests in the form of shares of 2. Amos Bellis died in Texas. His will was admitted to probate in Manila. stock to the first wife and the three illegitimate children. On 1964, the The executor paid all bequests and submitted a project of partition. executor submitted its Final Account, Report of Administration and The 3 illegitimate children opposed the project of partition claiming that Project of Partition, reporting the satisfaction of the aforementioned it deprived them of their legitimes. legacies. 3. The SC ruled in favor of the 7 legitimate children. Art. 16 of the Civil 5. The 3 illegitimate children filed their opposition on the project of Code clearly provides that for intestate and testate succession, the partition on the ground that they were deprived of their legitimes. order of succession, amount of successional rights, and intrinsic validity of testamentary provisions shall be governed by the national 6. The lower court ruled in favor of the legitimate heirs and upheld the law of the decedent. Art. 1039 of the Civil Code further solidifies this project of partition. It relied on Art. 16 of the Civil Code and applied point. Texas law which did not provide for legitimes. 4. Since Amos Bellis died as a national of Texas, Texas law shall apply ISSUES: as regards the order of succession, amount of successional rights, and intrinsic validity of testamentary provisions. WON Texas law or Philippine law should apply. 5. Given that Texas law does not provide for legitimes, then the project of - TEXAS LAW APPLIES. partition remains valid. RATIO: Doctrine: 1. The doctrine of renvoi does not apply in this case. Amos Bellis was Intestate and testamentary successions, both with respect to the order of both a national and a resident of Texas at the time of his death. succession and to the amount of successional rights and to the intrinsic validity of testamentary provisions, shall be regulated by the national law of the person 2. ART. 16 of the Civil Code clearly provides: whose succession is under consideration. Real property as well as personal property is subject to the law of the Application to the case: country where it is situated. Since the intrinsic validity of the provision of the will and the amount of However, intestate and testamentary successions, both with successional rights are to be determined under Texas law, the Philippine law respect to the order of succession and to the amount of on legitimes cannot be applied to the testacy of Amos G. Bellis. successional rights and to the intrinsic validity of testamentary provisions, shall be regulated by the national law of the person whose succession is under consideration, whatever may he the FACTS: nature of the property and regardless of the country wherein said property may be found. 3. ART. 1039 of the Civil Code further provides: Capacity to succeed is governed by the law of the nation of the decedent. 4. The illegitimate children invoke ART. 17 of the Civil Code which provides: Prohibitive laws concerning persons, their acts or property, and those which have for their object public order, public policy and good customs shall not be rendered ineffective by laws or judgments promulgated, or by determinations or conventions agreed upon in a foreign country. 5. Legislative history however leads to the opposite conclusion. Congress deleted the phrase, "notwithstanding the provisions of this and the next preceding article" when they incorporated Art. 11 of the old Civil Code as Art. 17 of the new Civil Code. Their purpose was to make the second paragraph of Art. 16 a specific provision in itself which must be applied in testate and intestate succession. 6. As further indication of this legislative intent, Congress added a new provision, under Art. 1039, which decrees that capacity to succeed is to be governed by the national law of the decedent. 7. Whatever public policy or good customs may be involved in our System of legitimes, Congress has not intended to extend the same to the succession of foreign nationals. For it has specifically chosen to leave, inter alia, the amount of successional rights, to the decedent's national law. Specific provisions must prevail over general ones. 8. The parties admit that, Amos G. Bellis, was a citizen of the State of Texas, U.S.A., and that under the laws of Texas, there are no forced heirs or legitimes. 9. Accordingly, since the intrinsic validity of the provision of the will and the amount of successional rights are to be determined under Texas law, the Philippine law on legitimes cannot be applied to the testacy of Amos G. Bellis.
Disposition of the Court
Wherefore, the order of the probate court is hereby affirmed in toto, with costs against appellants. So ordered.
TESTATE ESTATE OF AMOS G. BELLIS, Deceased. PEOPLE'S BANK and TRUST COMPANY, Executor. MARIA CRISTINA BELLIS and MIRIAM PALMA BELLIS vs. EDWARD A. BELLIS, ET AL.