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Ethel Grimm ROBERTS v Judge Tomas LEONIDAS, Maxine Tate- Two weeks later, Maxine and her two

er, Maxine and her two children, Linda and Pete, as the
Grimm, Edward Miller Grimm II and Linda Grimm first parties, and Ethel, Juanita Grimm Morris and their mother Juanita
[Aquino, J.] | [April 27, 1984] Kegley Grimm as the second parties, with knowledge of the intestate
proceeding in Manila, entered into a compromise agreement in Utah
FACTS regarding the estate.
Edward Grimm is an American resident of Manila, who died at 78 in the  It was signed by David E. Salisbury and Donald B. Holbrook, as
Makati Med on Nov 27, 1977. lawyers of the parties, by Pete and Linda and the attorney-in-fact
 He was survived by his second wife, Maxine Tate Grimm and of Maxine and by the attorney-in-fact of Ethel, Juanita Grimm
their two children: Edward Miller Grimm II (Pete) and Linda Morris and Juanita Kegley Grimm.
Grimm and by Juanita Grimm Morris and Ethel Grimm Roberts  In this agreement, it was stipulated that Maxine, Pete and Ethel
(McFadden), his two children by a first marriage which ended in would be designated as personal representatives
divorce (administrators) of Grimm’s PH estate (par 2).
He executed on January 23, 1959 two wills in San Francisco, California.  It was also stipulated that Maxine's one-half conjugal share in the
 One will disposed of his Philippine estate which he described as estate should be reserved for her and that would not be less than
conjugal property of himself and his second wife. $1,500,000 plus the homes in Utah and Santa Mesa, Manila (par.
 The second will disposed of his estate outside the Philippines. 4).
 In both wills, the second wife and two children were favored. The  The agreement indicated the computation of the "net
two children of the first marriage were given their legitimes in distributable estate". It recognized that the estate was liable to
the will disposing of the estate situated in the Philippines. pay the fees of the Angara law firm (par. 5).
 In the will dealing with his property outside the PH, the testator  Paragraph 6 provides that the decedent's four children "shall
said: share equally in the Net Distributable Estate" and that Ethel and
I purposely have made no provision in this will for my daughter, Juanita Morris should each receive at least 12-1/2% of the total
Juanita Grimm Morris, or my daughter, Elsa Grimm McFadden of the net distributable estate and marital share
(Ethel Grimm Roberts), because I have provided for each of them  A supplemental memorandum also dated April 25, 1978 was
in a separate will disposing of my Philippine property. executed by the parties.
The two wills and a codicil were presented for probate by Maxine Tate
Grimm and E. LaVar Tate on March 7, 1978 in Utah. Juanita Grimm in Forty- three (43) days after Grimm's death, or January 9, 1978, his
California and Mrs. Roberts in QC were notified of the probate daughter of the first marriage, Ethel, 49, through lawyers Deogracias T.
proceeding. Reyes and. Gerardo B. Macaraeg, filed intestate proceeding No.
 Maxine admitted that she received notice of the intestate petition 113024 for the settlement of his estate. She was named special
filed in Manila by Ethel. administratrix.
In its order dated April 10, 1978, the Third Judicial District Court in Utah  Second wife, Maxine, filed an opposition and motion to dismiss
admitted to probate the two wills and the codicil. the intestate proceeding on the ground of the pendency of the
 It was issued upon consideration of the stipulation dated April 4, probate proceeding in Utah.
1978 "by and between the attorneys for Maxine Tate Grimm,  Maxine also moved that she be appointed special administratrix.
Linda Grimm, Edward Miller Grimm II, E. LaVar Tate, Juanita  She submitted to the court a copy of Grimm’s will disposing of his
Kegley Grimm (first wife), Juanita Grimm Morris and Ethel PH estate.
Grimm Roberts.”
The intestate court noted that Maxine, through a new lawyer, William Ethel filed MTD. Judge Leonidas denied.
Linqueco, withdrew the opposition and motion to dismiss
 Maxine, Ethel and Pete were appointed joint administrators. ISSUE and RULING
 This is pursuant to the Utah compromise agreement. WON Judge Leonidas committed grave abuse of discretion amounting to
 Court ignored the will already found in the record. lack of jurisdiction in denying the MTD – NO

Inventory submitted by the three and sold businesses and shares of A testate proceeding is proper in this case because Grimm died with two
stock owned by the deceased, with approval of the court. wills and “no will shall pass either real or personal property unless it is
 Palawan Pearl Project sold, allegedly with confirmation from proved and allowed” (Art. 838, Civil Code; sec. 1, Rule 75, Rules of
Linda and Juanita buyer, Makiling Management Co. was Court).
incorporated by Ether and her husband + lawyer Limqueco
 shares of RFM Corporation sold The probate of the will is mandatory. It is anomalous that the estate of a
person who died testate should be settled in an intestate proceeding.
Acting on the declaration of heirs and project of partition signed and Therefore, the intestate case should be consolidated with the testate
filed by Limqueco and Macaraeg (not signed by Maxine and her two proceeding and the judge assigned to the testate proceeding should
children), Judge adjudicated to Maxine one-half (4/8) of the decedent’s continue hearing the two cases.
PH estate and 1/8 each to his 4 children. Order did not mention the will.
Ethel may file within twenty days from notice of the finality of this
After a period of more than 5 months (Nov 1979), no movement in the judgment an opposition and answer to the petition unless she considers
intestate case. her motion to dismiss and other pleadings sufficient for the purpose.
April 1980. Juanita Grimm Morris, filed a motion for accounting “so that Juanita G. Morris, who appeared in the intestate case, should be served
the Estate properties can be partitioned among the heirs and the present with copies of orders, notices and other papers in the testate case.
intestate estate be closed.
 Maxine’s lawyer was notified. PETITION DISMISSED.

Petition praying for the probate of Grimm’s two wills already probated
in Utah was filed by Maxine, Pete and Linda.
 Praying that the 1979 partition be set aside and the letters of
administration revoked
 That Maxine be appointed executrix and that Ethel and Juanita
Morris be ordered to account for the properties received by them
and to return the same to Maxine
 alleged that they were defrauded due to machinations
 that the 1978 Utah compromise agreement was illegal
 that the intestate proceeding is void because Grimm died
testate and that the partition was contrary to the decedent’s
wills.

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