LEGAL FORMS
AND
PRACTICAL EXERCISES
(With Annotations)
* Selected Bar Questions on Legal
Forms and Practical Exercises
+ 2019 New Rules of Civil Procedure
‘+ 2019 New Rules on Evidence
+ Judicial Affidavit Rule
+ Efficient Use of Paper Rule
‘* 2004 Rules on Notarial Practice
Atty. Carmencita M, Caluntad-Dabu
Atty. Mary Christine C. Dabu-Pepito
Published & Distibuted by
REX Book Store
856 Nicanor Reyes, Sr. St
Tol. Nos: 8736-05678 739-75
2161-65 Freedom Blég. CM. Recio Avenue
“Tel Nos: 52248218522-4107Philippine Copyright 2021
by
wasGxs elec.
MARY CHRISTINE C. DABU-PEPITO
ISBN 978-621-04-2268-9
No portion of this book may be copied or
reproduced in books, pamphlets, outlines or notes,
whether printed, mimeographed, typewritten, copied
indifferent electronic devices orin any other form, for
tribution or sale, without the written permission of
either of the authors except brief passages in books,
articles, reviews, legal papers, and judicial or other
official proceedings with proper citation.
Any copy of this book without the corresponding
number and the signature of either of the authors on
this page either proceeds from an illegitimate source
or is in possession of one who has no authority to
dispose of the same.
ALL RIGHTS RESERVED
BY THE AUTHORS,
No. A278
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The practice of the legal profession is very interesting although
a burdensome undertaking. Unlike other professions, law practice
entails not only in depth knowledge and understanding of the law
and mastery of the rules on evidence, criminal and civil procedures,
more importantly, it requires of the practitioner eloquence both in
speech and in writing. .
The written word plays an important role in the life of both
the members of the bar and the bench. It has the power not only
to communicate but to persuade the decision maker. However, if
‘words are not put together correctly and intelligently, they can be
destructive and reduce to futility the purpose for which they were
phrased. For this reason, legal writing and legal forms are taught
in law school though not as a separate subject, because it is of
Paramount importance that the law student polish his ability and
skill in the art of writing.
There are many books on legal forms that are available in
the market today that even the decision to choose which one to
buy becomes difficult to make, Each person has a different need. A
judge or a seasoned lawyer may prefer a book using sophisticated
phraseology but a new member of the bar or a law student may
prefer a book with simple and straightforward language.
‘Thus, to be able to capture both clients, the author should be
innovative and practical. It is gratifying to noto that tho authors
‘of this book, who are both an active law practitioners had found
the time and effort to prepare LEGAL FORMS AND PRACTICAL
EXERCISES for publication.
‘This book will prove useful for judges, lawyers, bar candidates,
‘and law students. The added benefit of this book is the appendices
‘wich as the 2004 Rules on Notarial Practice, 2019 Amended Rules
‘on Civil Procedure and 2019 Amended Rules on Evidence.
ATTY. ANTONETTE L. FERNANDEZ
Former Vice-President for Internal Audit
Service Group, Social Security System
iiJURAT AND ACKNOWLEDGMENT
FORM NO. 1 - Signature Portion of the Notary
Publie.
FORM NO. 2~ Jurat —Affiant is personally known
to the notary public
FORM NO. 3 — Affiant is stranger to notary public,
sith yal evidence of identity ..
‘FORM NO. 4 ~ Affiant is personally known to the
notary public but blind, illiterate or
physically impaired to affix his signature
to the document/instrument; but with
credible witnesses who are not privy
to the affidavit.
FORM NO. 5 ~ Affiant is not personally known to
the notary public but blind, illiterate
or physically impaired to affix his
‘signature to the document/instrument,
‘with competent evidence of identity and
with two (2) credible witnesses who are
not privy to the affidavit.
FORM NO. 6 ~ Jurat in Filipino language
FORM NO. 7 ~ Affiant is stranger to notary public
‘without competent evidence of identity;
10
10
uw
ary
12
13but with at least two (2) credible witnesses
who personally know the affiant, but
are not personally known to the notary
public and not privy to the affidavit
FORM NO. 8 - Affiant is stranger to notary public
and without valid evidence of identity;
‘but with credible witness who personally
knows the affiant and said witness is
personally known to the notary public
and not privy to the affidavit...
FORMS OF ACKNOWLEDGMENT.
FORM NO. 9 — Signatory is personally known to the
notary public.
FORM NO. 10 - Principal is stranger to notary public
with valid evidence of identity
FORM NO. 11 — Principal is stranger to notary public
without valid evidence of identity; but with
a credible witness who knows the principal
and personally known to the notary publie
‘and not a privy to the instrament.
FORM NO. 12 ~ Agent/representative who signed the
document is personally known ta notary
public eo
FORM NO. 13 — Agent/representative is stranger to
notary public with valid evidence
of identity...
FORM NO. 14 ~ Agent/representative is stranger to
notary public without valid evidence of
identity; but with credible witness who
personally knows the principal and
‘personally known to the notary public and
not privy to the instrument...
FORM NO. 15 — Agent/representative is stranger
‘to notary public without valid evidence
of identity; but has two (2) credible
‘witnesses who personally know the
principal with valid evidence of identity
‘and are not privy to the instrument
13
4
16
15
15
16
Ww
Ww
18
19
FORM NO. 16 — Acknowledgment when principal is
personally known to the notary publie but
physically impaired to affix his signature
to the instrument
FORM NO. 17 - Notary Public is authorized to sign
for and in behalf of a person who is
physically impaired to sign or make a mark
on the instrument ..
FORM NO. 18 £ dekoontelytet by two or
more parties.
FORM NO. 19 — Acknowledgment by a Corporation,
FORM NO. 20 — Acknowledgment where parties are
Corporations...
FORM NO. 21 — Acknowledgment of document
with two or more pages and with two
‘or more parties
FORM NO. 22 — Acknowledgment of An Extra
‘Judicial Settlement of the estate of
FORM NO. 23 — Acknowledgment of an Extra-
juditial Settlement and Partition of
the Estate of deceased person in
Filipino Language (Kasunduan ng
Paghahati ng Ari-Arian ng Namatay
sa Labas ng Hukuman)..
FORM NO. 24 ~ Acknowledgment of a Notarial Will.
PARTI
AFFIRMATION OR OATH; COPY CERTIFICATION;
CERTFICATION AND ATTESTATION
AFFIRMATION OR OATH
COPY CERTIFICATION,
ATTESTATION/CERTIFICATION.
FORM NO. 25 — Oath or Affirmation of Credible
Witness/Witnesses .
FORM NO. 26 ~ Copy Certification ..
26
27
30
31
31FORM NO. 27 ~ Stockholders’ Certificate (approving
the Sale of the shares of stock and assets of
the Corporation and the Agreement) .
FORM NO. 28 - Certification of the Board of
Directors and the Corporate Secretary
on Amendment of By-Laws of the
FORM NO, 29 — Corporate Secretary's Certification
‘of no pending intra-corporate dispute.
FORM NO, 30 Attestation in Judicial Affidavit
of the Lawyer who conducted or
supervised the examination of witness
PART Ill
AFFIDAVIT
AFFIDAVIT .....
‘What is a judicial affidavit
‘What is judicial affidavit under the Judicial Affidavit
Rule (A.M. 12-8-8-SC)
FREQUENTLY ASKED QUESTIONS ON JUDICIAL
AFFIDAVIT.
FORM NO. 81 ~ Simple Affida
FORM NO. 82 ~ Affidavit In Filipino Language.
FORM NO. 83 ~ Affidavit of two or more persons.
FORM NO. 94 — Affidavit of Publication nn
FORM NO. 35 ~ Affidavit of Loss of Owner's Copy
of Transfer Certificate of Title
FORM NO, 36— Another Form of Affidavit of Loss
FORM NO. 37 ~ Affidavit of Desistance in Criminal
Case.
FORM NO. 38 ~ Affidavit of Quitclaim and Release
FORM NO. 39 - Affidavit of Service ..
FORM NO. 40 — Affidavit of Waiver of Rights (over
the separate property of spouse
ie
33
37
S38
48
FORM NO. 41 ~ Affidavit of Adjudication as
Sole Hein
FORM NO. 42 ~ Affidavit of Discrepancy.
FORM NO. 43 — Affidavit of Two Disinterested
Persons
FORM NO. 44 ~ Affidavit of Good Faith
FORM NO. 45 — Affidavit of Consolidation in
Deed of Sale With Right to Repurchase
(Pacto de Retro Sale).
FORM NO. 46 ~ Affidavit of Merit...
FORM NO. 47 ~ Judicial Affidavit
PART IV - AUTHORIZATION;
APPOINTMENT OF AGENT OR BROKER
FORM NO. 48 ~ Authorization Letter.
FORM NO. 49 - Partners’ Resolution authorizing
Partner to represent law firm to purchase
motor vehicle and apply for a loan for
‘that purpose
FORM NO. 50 — General Power Of Attorney.
FORM NO. 51 ~ SPECIAL POWER OF ATTORNEY...
FORM NO. 52 — SPECIAL POWER OF ATTORNEY
(Authorizing counsel to appear and
represent the client [individual] in the
Pre-trial conference)
FORM NO. 53 — Corporate Secretary's Certificate
(Authorizing corporate officers to file and
prosecute cases filed by or against the
Corporation and to appear and represent
Corporation in the preliminary and /or
Pre-trial conference of the said cases.)
FORM NO. 54 — Appointment of Broker
FORM NO. 55 ~ Simple Form of Appointment
of Broker.
FORM NO. 56 ~ Letter Form of Appointment
of Broker.
xiii
67
68
70
1
73
6
7Important Notes
a
FORM NO. 57 Appointment of Stock Agent
‘To Trade in Stock
FORM NO. 58 ~ Revocation of Power of Attorney .
19
PART V
DEEDS AND CONVEYANCING
Sale
FORM NO. 59 - Unilateral Deed of Sale of
‘Motor Vehicle
FORM NO. 60 — Simple Form of Sale of Personal
Property
FORM NO. 61 — Sale of Personal Property with
Chattel Mortgage
FORM NO. 62 — Bulk Sale of Business
FORM NO. 63 ~ Deed of Sale of Registered Lot..
FORM NO. 64 — Deed of Sale of Unregistered Land ..
FORM NO. 65 — Deed of Sale of Condominium Unit.
FORM NO. 66 — Deed of Sale with Mortgage.
FORM NO. 67 — Deed of Sale with Assumption
of Mortgage.
FORM NO. 68 ~ Sale of Bone Vault with option to
use cemetery lawn lot for interment
purposes only for a fixed period.
FORM NO. 69 — Deed of Exchange of Property...
ORM NOJT0.— Deed of Assigamant in payin
of an indebtedness...
FORM NO. 71 — Contract to Sell
FORM NO. 72 ~ Deed of Conditional Sale of
‘Real Property
FORM NO. 73 — Deed of Sale with Escrow ..
FORM NO. 74~ Escrow Instructions on Sale
of Several Parcels of Land m1
FORM NO. 75 — Deed of Transfer of Shares of Stock... 114
102,
103
104
xiv
FORM NO. 76 ~ Deed of Sale with Right to
‘Repurchase
‘Lease Contract:
FORM NO. 77 ~ Lease of Residential Property
FORM NO. 78 - Contract of Lease with Option
to Purchase...
Donation:
FORM NO. 79 ~ Donation - Take effect during the
Lifetime of Donor (inter vivos)
FORM NO. 80 — Donation to Take Effect After
Death of the Donor (Mortis Causa).
FORM NO. 81 — Donation with Condition
Mortgage:
FORM NO. 82 — Chattel Mortgage.
FORM NO, 83 ~ Cancellation of Chattel Mortgage
FORM NO. 84~ Real Estate Mortzage — Simple form.
FORM NO. 85 ~ Release of Real Estate Mortgage.
FORM NO. 86 ~ Release of Mortgage in Filipino..
Pledge: y
FORM NO. 87 - Pledge to secure an indebtedness.
PART VI
‘SETTLEMENT OF THE ESTATE;
WILLS AND TESTAMENT
‘Extra-Judicial Settlement of the Estate:
FORM NO. 88 - Simple Form of Extra-Judicial
Settlement .......
FORM NO. 89 - Settlement of the Estate by
Sole Hei
FORM NO. 90 ~ Settlement of the Estate With
Donation/Waiver of Rights ~ (some heirs
are represented by co-heir)
FORM NO. 91 ~ Extra-judicial Settlement
in Filipino
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120
122
123
125
127
128
129
130
131
134
136
137
139. Notarial Will and Codicit FORM NO. 104 ~ Petition for Adoption of an
hi a = ‘Abandoned Child.. pate!
441 FORM NO. 105 — Petition for Habeas Data - Filed
143 to produce the data or information which
was the basis of the charge and detention
FORM NO. 92 — Notarial Will ~ Spouse a1
Children...
FORM NO. 93 — Codicil
ofa person
PART Vil
CONTRACT OF SERVICES FORM NO. 106 — Petition for Issuance of Second
Owner's Copy of Title ~ (Lost of Owner's
FORM NO, 94- Project Employment with Training... 144 Copy
FORM NO. 98 — Hauling Service Agreement...» 149 Motions
FORM NO. 96 — Retainer Agreement. 158 FORM NO. 107 For default ~ Defendant despite
receipt of summons, failed to file his answer
PART Vill to the complaint despite lapse of period to
OTHER CONTRACTS AND AGREEMENTS do so z
ea z 163 FORM NO. 108 — Motion to Archive ~ Summons was
EQS P NO, 27. Distelbction, Agrneoent not served upon the defendant because
FORM NO. 98 ~ Franchise Agreement... + 167 he could not be found at given address ...eu.
FORM NO. 99 — Joint Venture Agreement. 181 FORM NO. 109 Omnibus Motion (to revive
FORM NO. 100 — Non-Disclosure of Trade Secrets... 184 an archived ease and to ask for additional
PART IX FORM NO. 110 - Satisfaction of Judgment -
PLEADINGS AND MOTIONS Defepdant paid the subject obligation
after the court sion .
a aattbinid: td 1 the court rendered a decision
Se FORM NO. 111 — Dismissal of the case by plaintiff
a. Complaints/Petition: Defendant paid the subject obligation
FORM NO. 101 — For Sum of Money — basis of the after the case is filed but before service
claim is Promissory Note executed by of summons. “A
the defendant... carte a FORM NO. 112~ Execution of Final and
FORM NO. 102 ~ Petition for Insolvency - Petitioner Bxecutory Judgment erin
corporation has no more assets or property reer: cic! asd Walsans