1 I. THE PHILIPPINE CONSTITUTION A. Constitution: effectivity, definition, nature and concepts De Leon v. Esguerra (1987) De Leon, whose term as Barangay Captain was to expire on June 7, 1988, was replaced as Captain by Governor Esguerra under the Freedom Constitution, which granted the Governor the power to appoint successors to local government posts until Feb. 25, 1987. However, the Supreme Court held that the power no longer existed upon effectivity of the 1987 Constitution. In turn, the 1987 Constitution became effective on Feb. 2, 1987, when the plebiscite was held, and not when the results were announced. 1. Interpretation of the Constitution Francisco v. House of Representatives (2003) Francisco challenged the filing of a Second Impeachment Complaint within the same year against SC Chief Justice Davide, Jr., on the ground that it was barred by Art. XI, Section 3 (5) of the Constitution. The Supreme Court upheld the dismissal, and gave the following rules for the interpretation of the Constitution: 1) Verba legis—whenever possible, the words used in the Constitution must be given their ordinary meaning except where technical terms are employed. 2) Ratio legis et anima—the words of the Constitution should be interpreted in accordance with the intent of the framers. 3) Ut magis valeat quam pereat—the Constitution has to be interpreted as a whole. 2. Definition of State (to be related with PIL discussion) CIR v. Campos Rueda (1971) Campos Rueda died in Tangier, Morocco, an international zone in North Africa. The CIR assessed her estate for deficiency taxes. Rueda’s defense was a tax treaty between Tangiers and the Philippines. The Supreme Court held that Tangier was a state, defining such as “a politically organized sovereign community independent of outside control bound by penalties of nationhood, legally supreme within its territory, acting through a government functioning under a regime of law. The stress is on its being a nation, its people occupying a definite territory, politically organized, exercising by means of its government its sovereign will over the individuals within it and maintaining its separate international personality.” 2 B. Parts C. Amendments and revisions In General (Art. XVII): By Congress as Constituent Assembly Gonzales v. Comelec (1967) In June 1967, Republic Act 4913 was passed. This law provided for the COMELEC to hold a plebiscite for the proposed amendments to the Constitution. It was provided in the said law that the plebiscite shall be held on the same day that the general national elections shall be held. Gonzales challenged the propriety of the act. The SC upheld RA 4913. Congress has legislative power which is plenary in nature but the power to amend the Constitution is not included. The power to amend is within the constituent power of the people. The Congress possesses constituent power as it is a delegation of the people of their constituent power. By Constitutional Convention Imbong v. Comelec (1970) The 1971 Constitutional Convention Act was enacted by Congress acting as a legislative body. Imbong challenged its constitutionality. The SC upheld the act. The power to enact the implementing details of the Constitutional Convention -- as opposed to the exclusive authority of Congress as a Constituent Assembly to call for the ConCon -- is within the competency of Congress exercising its comprehensive legislative power, as long as the statutory details do not clash with any specific provision in the Constitution. Congress continued to exercise its legislative powers even if it was already the Constituent Assembly and it did not abandon its legislative duties. By People’s Initiative Santiago v. Comelec (1997) Republic Act No. 6735 provided for the system of initiative and referendum for local legislation and national statutes, without providing for initiative for the amendment of the Constitution. A petition was filed to amend the constitution regarding term limits. However, the SC held that the constitutional provision on people's initiatives under the 1987 Constitution (Article XVII § 2) required implementing legislation to be executory. R.A. 6735 lacked the implementing rules for people's initiatives and such lack could not be cured by Comelec providing rules. Congress also could not delegate its legislative authority to Comelec, so Comelec could not validly promulgate rules on the matter as it was not empowered to do so under law. 3 Completeness on its face Lambino v. Comelec (2006) Lambino made a petition to amend the 1987 Constitution via people’s initiative. However, his petition did not include the full text of the proposed amendments. The SC ruled that the initiative did not meet the requirements of the Constitution. An amendment is “directly proposed by the people through initiative upon a petition” only if the people sign a petition that contains the full text of the proposed amendments. To do otherwise would be deceptive and misleading and would render the initiative void, since there should be both direct proposal and authorship by the person affixing their signature to the petition. Submission of Proposed Amendments Must be made as a whole. No piecemeal submission allowed. Tolentino v. Comelec (1971) The 1971 Constitutional Convention ordered the holding of a plebiscite for the ratification of the proposed amendment to lower the voting age without submitting the other amendments to the Constitution for ratification. The SC held this to be unconstitutional.. The language of the 1973 Constitution’s provision on amendments is clear on the matter of how many “elections” may be held to ratify any amendments proposed by a constituent assembly or constitutional convention: one. It is important that the parts of the Constitution must have harmony as an integrated whole. In order for a plebiscite for the ratification of amendments to be validly held, it must provide voters not only sufficient time but means for said voter to intelligently appraise the nature of the amendment per se as well as its relation to other parts of the Constitution with which it forms a whole. D. Self-executing and non-self-executing provisions 1. Self-Executing 2. Non-Self-executing E. General provisions 4 II. GENERAL CONSIDERATIONS A. National territory 1. Archipelagic doctrine B. State immunity C. General principles and state policies 2. Sovereignty of the People and Republicanism 3. Adherence to International Law 4. Supremacy of Civilian Authority 5. Government as protector of People & People as Defenders of the State 6. Separation of Church and State 7. Independent foreign policy and a nuclear-free Philippines 8. A just and dynamic social order 9. Social justice Calalang v. Williams (1940) An ordinance was passed preventing animal-drawn vehicles from passing through certain thoroughfares. Calalang challenged the ordinance. The Supreme Court held that it was a valid exercise of police power, in the interests of social justice. Defining Social Justice, it is neither communism, nor despotism, nor atomism, nor anarchy, but the humanization of laws and the equalization of social and economic forces by the state so that justice in its rational and objectively secular conception may at least be approximated. It is the promotion of the welfare of all the people, the adoption by the government of measure calculated to insure economic stability of all the competent elements of society, through the maintenance of a proper economic and social equilibrium in the interrelations of the member of the community, constitutionally, through adoption of measures legally justifiable, or extra-constitutionally, through the exercise of powers underlying the existence of all governments. It is founded upon the recognition of the necessity of interdependence among diverse units of a society and of the protection that should be equally and evenly extended to all groups as a combined force in our social and economic life consistent with the fundamental and paramount objective of the state of promoting the health, comfort and quiet of all persons, and of bringing about the greatest good to the greatest number. Labor Agrarian and natural resources reform Urban land reform and housing Health 5 Oposa v. Factoran (1993) Oposa, et al. filed a petition to prevent further logging licenses from being issued. The Supreme Court, recognizing the intergenerational equity of the petitioners as the basis of their standing, held that the right to a balanced and healthful ecology is explicitly provided in Art. II § 16 of the Constitution. While it is found under the Declaration of Principles and State Policies, not Bill of Rights, but it is not any less important than any civil and political rights enumerated in the latter. It concerns nothing less than selfpreservation and self-perpetuation and is assumed to exist from the inception of mankind. Thus, those provisions are self-executing. Women People’s organizations Respect for human dignity and human rights Education Language Science and technology Arts and culture The family D. E. F. G. Separation of powers Checks and balances Delegation of powers Forms of government 1. De jure v. De Facto 2. Presidential v. Parliamentary 3. Unitary v. Federal 6 III. LEGISLATIVE DEPARTMENT Who may exercise legislative powers Congress Delegation To local governments To the People through initiative and referendum To the President under martial law rule or in a revolutionary government. Sanidad v. Comelec (1976) President Marcos, in exercise of his emergency powers, proposed amendments to the Constitution and proposals to set up the machinery and procedures required for the ratification of his proposals by the people. Pablo and Pablito Sanidad challenged the validity of the amendments, as the power to amend is legislative. The SC upheld the amendments, because the governmental powers in a crisis government are more or less concentrated in the President. The presidential exercise of legislative powers in time of martial law is a valid act. This is not to say that the President has converted his office into a constituent assembly normally constituted by the legislature. Rather, with the interim National Assembly not convened and only the Presidency and the Supreme Court in operation, the urges of absolute necessity render it imperative upon the President to act as agent for and in behalf of the people to propose amendments to the Constitution. The Supreme Court possesses no capacity to propose constitutional amendments. Although the President has nothing to do with the proposition or adoption of amendments to the constitution, it is permissible to grant more powers to the President in times of emergency in the interest of restoring normalcy. Congress The Senate Composition, Qualifications, and Term of Office Dimaporo v. Mitra (1991) Dimaporo, while serving as Representative of Lanao del Sur, filed a COC for the post of ARMM Governor. He lost the latter election, and despite making known his desire to continue as Representative, was not able to return to that office. The Supreme Court did not allow him to take office as Representative again. It differentiated a term, i.e. the period an official may serve as provided for by law from tenure, i.e. the period that an official actually serves. The Constitution protects the term, not the tenure. By filing the certificate of candidacy, Dimaporo shortened his tenure. Thus, there is no violation of the Constitution when he was prevented from re-assuming his post. A term of office prescribed by the Constitution may not be extended or shortened by law, but the period during which an officer actually serves (tenure) may be affected by circumstances within or beyond the power of the officer. 7 The House of Representatives Aquino v. COMELEC (1995) Agapito Aquino filed a certificate of candidacy for the position of Representative of the 2 nd district of Makati. However, it was shown that he had been a resident of Concepcion, Tarlac, for the previous 52 years. Ruling that Aquino was not a resident of Makati for the 1 year period required in the Constitution, The Supreme Court held that the residence requirement in Constitution connotes domicile. Domicile is the place “where a party actually or constructively has his permanent home,” where he, no matter where he may be found at any given time, intends to return and remain. A person may have several residences but just one domicile. An intention to return is established by determining (1) whether there was abandonment of domicile of origin, and (2) whether there was establishment of permanent residence in the district District Representatives Reapportionment and questions on Apportionment and Bagabuyo v. COMELEC APPORTIONMENT-REAPPORTIONMENT case RA 9371, which provided for apportionment of lone district of City of Cagayan de Oro was assailed on constitutional grounds, on the ground that it is not re-apportionment legislation but that it involves the division and conversion of an LGU. The Supreme Court held that RA 9371 is simply a reapportionment legislation passed in accordance with the authority granted to Congress under Article VI, section 5(4). Reapportionment is the realignment or change in legislative districts brought about by changes in population and mandated by the constitutional requirement of equality of representation. LEGISLATIVE APPORTIONMENT Constitutional Provision Meaning Requirement Article VI, Sec. 5 Determination of the number of representatives which a state, country or other subdivision may send to a legislative body Legislation providing for apportionment “Each city with a CREATION, DIVISION, MERGER, ABOLITION, ALTERATION OF BOUNDARY OF LGUs Article X, Sec. 10 Concerned with commencement, termination, and modification of an LGU’s corporate existence and territorial coverage criteria established in Local Government Code 8 population of at least 250, 000 shall have one representative.” Result LEGISLATIVE DISTRICT No legal personality Purpose: representation Approval by a majority of the votes cast in a plebiscite in the political units affected LOCAL GOV’T UNIT Political subdivision Can discharge gov’t functions Has political and economic effects on inhabitants Has own IRA; can generate own revenue The Party List System BANAT v. COMELEC (2009) The Barangay Association for National Advancement and Transparency (BANAT), a party-list candidate, questioned the proclamation of party-list representatives released by the COMELEC, as well as the formula being used. BANAT’s claims were that the 2% threshold is invalid, and that the 20% allotment to party-list representatives is a mandatory requirement, not merely a ceiling. On the other hand, BAYAN MUNA, another party-list candidate, questions the validity of the 3 seat rule (Section 11a of RA 7941). It also raised the issue of whether or not major political parties are allowed to participate in the party-list elections or is the said elections limited to sectoral parties. The Supreme Court, granting the positions, laid down the following guidelines: The Philippine-style party-list election has at least four inviolable parameters: 1. The 20% allocation---the combined number of all party-list congressmen shall not exceed 20% of the total membership of the House of Representatives, including those elected under the party-list. 2. The 2% threshold---only those parties garnering a minimum of 2% of the total valid votes cast for the party-list system are “qualified” to have a seat in the House of Representatives. 3. The three-seat limit--- each qualified party, regardless of the number of votes it actually obtained, is entitled to a maximum of three seats; that is, one qualifying and two additional seats. 4. Proportional representation---the additional seats which a qualified party is entitled to shall be computed “in proportion to their total number of votes.” How to Allot Slots to Party List Representatives: 1. Find total number of Party List Representatives 9 Following the Constitution, the total number of seats allocated to party list is in reference to the seats for representatives of legislative districts. The combined number of all party-list congressmen shall not exceed 20% of the total membership of the House of Representatives, including those elected under the party-list. This ceiling is provided in Article VI, Sec. 5(2). 2nd level of analysis: Allocation of Seats for Party List Representatives The allocation of party list seats was left to the wisdom of Legislature. Congress enacted RA 7941 (Party List System Act). Sec. 11, RA 7941: 1. Parties should be ranked from highest to lowest based on the number of votes garnered. 2. Parties receiving at least 2% of the total votes cast shall be entitled to one seat. 3rd level of analysis: Allocation of Additional Seats The Court departs from the Veterans procedure in allocating additional seats. 2% threshold in 2nd round of allocation is declared unconstitutional. The 2% threshold set by Veterans in the 2nd round of allocation of seats prevents filling of the seats allocated for party list. The number of additional seats to be allocated is [Maximum number of seats for party list] -[guaranteed seats]. In allocating additional seats, even the parties who did not garner 2% could be entitled to additional seats. Procedure in second round of seat allocation: 1. Correct formula in determining the number of additional seats: [Number of votes received/total number of votes] x Remaining available seats 2. Seat is assigned to each of the parties next in rank until all available seats are completely distributed. 3. 3-seat cap is applied to determine to determine the number of seats each qualified party-list candidate is entitled. Participation of major political parties in Party list elections Neither the Constitution nor RA 7941 prohibits major political parties from participating in the party-list system. But, by a vote of 8-7, Court decides to continue with the ruling in Veterans, disallowing major political parties from participating in the party list election. NOTE: But in Atong Paglaum the Court laid down new guidelines on the participation of major political parties as follows: 10 ATONG PAGLAUM v. COMELEC (2013) 1. Three different groups may participate in the party-list system: (a) national parties or organizations, (b) regional parties or organizations, and (c) sectoral parties or organizations. 2. National parties or organizations do not need to organize along sectoral lines and do not need to represent any “marginalized and underrepresented” sector. 3. Political parties can participate in party-list elections provided they register under the party-list system and do not field candidates in legislative district elections. A political party that field candidates in legislative district elections can participate in party-list elections only through its sectoral wing. 4. Sectoral parties or organizations may either be “marginalized and underrepresented” or lacking in “well-defined political constituencies.” 5. A majority of the members of sectoral parties or organizations that represent the “marginalized and underrepresented” must belong to the “marginalized and underrepresented” sector they represent. 6. National, regional and sectoral parties or organizations shall not be disqualified if some of their nominees are disqualified, provided that they have at least one nominee who remains qualified. Legislative Privileges, Inhibitions and Disqualifications Salaries Philconsa v. Mathay (1966) Philconsa challenged the appropriation of salaries of the members of Congress set out in the GAA for 1965-1966, which had been increased the year before (1964). The controversy came because the Senators who took part in the approval of the law would be in office until 1969. The SC agreed with Philconsa. The “term” mentioned in the provision refers to the term of the Congress as a whole. Members of Congress who approved the increase will not have the salary increase. Freedom from Arrest – Article VI, Sec. 11 While Congress is in session (Art. VI, Sec. 15) Martinez v. Morfe (1972) An information was filed against Martinez for falsification of public documents, and 2 informations Bautista for violations of the Revised Election Code. As members of the Constitutional Convention, they invoked the protection of the Constitution against search and arrest against members of Congress. 11 However, the SC held that Martinez and Bautista were not covered by the privilege. Parliamentary immunity granted to the members of the legislature and the Constitutional Convention was never meant to shield them from criminal liability, only to protect them from possible harassment. Any privileges extended to the legislature should not harm the State. Immunity from arrest does not cover any prosecution for treason, felony and breach of peace. Here, petitioners are charged with felonies; hence, the immunity does not apply to them. Speech and Debate Jimenez v. Cabangbang (1966) Cabangbang was a member of the House of Representatives and Chairman of its Committee on National Defense. He caused the publication of an open letter addressed to the Philippines, alleging that there were plans to hold a coup d’état. Jimenez then filed a case against Cabangbang for damages due to the Cabangbang’s libellous statements. In response, Cabangbang invoked the parliamentary immunity from suit. The SC held that he was not entitled to the privileges. The expression "speeches or debates herein" in Art. VI § 15 (1935 Constitution) only refers to utterances made by Congressmen in the performance of their official functions, such as speeches (sponsorship, interpellation, privilege uttered in Committees or to Congress in plenary session), statements and votes cast while Congress is in session, as well as bills introduced in Congress. It also includes other acts performed by the same either in or out of Congressional premises while in the official discharge of their duty when they performed the acts. It does not include acts not connected with the discharge of their office. 12 Disqualifications and Other Prohibitions a. From holding any other office or employment in Government during term without forfeiting seat b. From appointment to any office which may have been created or its emoluments increased during his term c. From personally appearing as counsel d. From financial interest in any contract with, or in any franchise granted by the government during his term e. From intervening in any matter before any office of the Government for his pecuniary benefit or where he may be called upon to act on account of his office Duties f. Duty to Disclose g. Full disclosure of financial and business interests h. Notify the House of potential conflict of interest from proposed legislation of which they are authors Flores v. Drilon (1993) The Bases Conversion and Development Act of 1992 that allowed the Mayor of Olongapo City to be appointed as Chairman of the Subic Bay Metropolitan Authority was challenged on the ground that it violated the constitutional proscription against appointment or designation of elective officials to other government posts. The SC agreed and declared the provisions unconstitutional. Art. IX-B § 7 of the Constitution expresses the policy against concentrating several public positions in one person, so that a public official may serve full-time with dedication and efficiency. While the provision allows appointive officials to hold multiple offices within limits, par. 1 for elective officials is more stringent in not allowing exceptions unless the Constitution itself says so. While the ineligibility of an elective official for appointment remains throughout his tenure/incumbency, the official may resign first from his elective post to cast off the constitutionally-attached disqualifications. The respondent does not automatically forfeit his elective office when he is appointed to another position. Quorum and Voting Majorities Avelino v. Cuenco (1949) Senator Tañada invoked his right to speak on the Senate floor to formulate charges against then Senate President Avelino. However, Avelino and his camp employed dilatory and delaying tactics to forestall Tañada from delivering his piece. Avelino’s camp then moved to adjourn the session due to the disorder. 13 Avelino banged his gavel and he hurriedly left his chair and he was immediately followed by his followers. The remaining members voted to continue the session in order not to paralyze the functions of the Senate. Later, Arranz yielded to Sanidad’s Resolution (No. 68) that Cuenco be elected as the Senate President. This was unanimously approved and was even recognized by the President of the Philippines the following day. Cuenco took his oath of office thereafter. Avelino then filed a quo warranto proceeding before the SC to declare him as the rightful Senate President. On the issue of quorum, the SC held that as there were 23 senators considered to be in session that time (including Soto, excluding Confesor), twelve senators constitute a majority of the Senate of twenty three senators. When the Constitution declares that a majority of “each House” shall constitute a quorum, “the House” does not mean “all” the members. Even a majority of all the members constitute “the House”. There is a difference between a majority of “all the members of the House” and a majority of “the House”, the latter requiring less number than the first. Therefore an absolute majority (12) of all the members of the Senate less one (23), constitutes constitutional majority of the Senate for the purpose of a quorum. Furthermore, even if the twelve did not constitute a quorum, they could have ordered the arrest of one, at least, of the absent members; if one had been so arrested, there would be no doubt about Quorum then, and Senator Cuenco would have been elected just the same inasmuch as there would be eleven for Cuenco, one against and one abstained Discipline of Members Osmeña Jr. v. Pendatun, et al. (1960) Congressman Osmeña Jr made a privilege speech entitled, “A Message to Garcia,” in which he accused Garcia of corruption. A Special Committee was formed through House Resolution 59, to investigate and discipline Osmeña. Osmeña asked for the annulment of the resolution on the ground of infringement upon his parliamentary immunity through a petition for declaratory relief. The SC denied his petition. The rules adopted by deliberative bodies are subject to revocation, modification, or waiver at the pleasure of the body adopting them. Parliamentary rules are merely procedural, and with their observance, the courts have no concern. They may be waived or disregarded by the legislative body. Arroyo v. De Venecia (1997) A petition was filed challenging the validity of RA 8240, which amends certain provisions of the National Internal Revenue Code. Arroyo et al., all members of the HOR, claimed that there was a violation of the rules of the House which petitioners claim are constitutionally-mandated so that their violation is tantamount to a violation of the Constitution. They claimed that the passage of the bill was railroaded. 14 The SC ruled that it did not have the power to inquire into allegations that Congress failed to comply with its own rules while enacting a law when no constitutional provision or rights of private individuals were violated. Within the limits of constitutional restraints, fundamental rights and a reasonable relation between the means of proceeding and the intended results, all matters of methods for internal procedures are open to the determination of the House and cannot be subject to judicial inquiry. There was no grave abuse of discretion, only a matter of internal procedure. Garcillano v. House Committees (2008) A legislative inquiry was carried out regarding the “Hello Garci” tapes in relation to election fraud. The propriety of the legislative inquiry was challenged based on the non-publication of the Senate rules of procedure in accordance with Art. VI § 21. The SC struck down the proceedings for lack of publication of the rules. It would be an injustice if a citizen is burdened with violating a law or rule he did not get notice of. It consists of “publication either in the Official Gazette or in a newspaper of general circulation in the Philippines” (Civil Code Art. 2) and the law shall only take effect 15 days after said publication. Publication via the Internet alone is considered invalid since the provisions state that the rules must be published in the OG or in a newspaper. According to RA 8792, an electronic document serves as the functional equivalent of a written document for evidentiary purposes. Thus, it does not make the Internet a medium for publishing laws, rules, and regulations. The rules must also be republished by the Senate after every expiry of the term of 12 Senators as it is a continuing body independent of the Senate before it, and its own rules state that they expire after every Senate. Santiago v. Sandiganbayan (2001) Defensor-Santiago was preventively suspended by the SB for 90 days in accordance with RA 3019. She assailed the SB’s authority to do so, claiming contravention of Art. VI, Sec. 16(3) which provides for suspension only for 60 days max. The SC held that the SB had the authority to suspend Santiago. Suspension in Art VI, Sec. 16(3) is different from preventive suspension under RA 3019, Sec. 13. Preventive suspension is not a penalty and thus is not a suspension under the purview of the Constitution. De Venecia v. Sandiganbayan (2002) De Venecia, as House Speaker, was cited in contempt of court for not implementing the preventive suspension by Sandiganbayan against one of the House Members. While the Supreme Court held the case moot and academic, since the term of the member expired while the case was pending, further differences between Art. VI, Sec. 16(3) and RA 3019, Sec. 13 were discussed, to wit: o Art. VI, Sec. 16(3): 15 House-imposed sanction Penalty for disorderly behavior to enforce discipline, maintain order in proceedings or vindicate honor and integrity o RA 3019, Sec. 13: Prevent accused from influencing witnesses Prevent tampering with documentary evidence Prevent committing further crimes while in office Sessions Regular Sessions Special Session Restrictions Adjournment for more than 3 days As to venue Emergency Sessions Vacancy in Pres/ VPres office Ability of President to discharge powers and duties of office Presidential proclamation of martial law or suspension of habeas corpus Electoral Tribunals and the Commission on Appointments Powers of Congress White Light v. City of Manila (2009) The City of Manila issued an ordinance disallowing the operation of motels as well as offering quick-time rates. White Light as well as various other motels challenged the constitutionality of the ordinance. The Supreme Court struck down the ordinance for being unconstitutional. Police power, while incapable of an exact definition, has been purposely veiled in general terms to underscore its comprehensiveness to meet all exigencies and provide enough room for an efficient and flexible response as the conditions warrant. Police power is based upon the concept of necessity of the State and its corresponding right to protect itself and its people. Agustin v. Edu (1979) LOI 229 was issued by Pres. Marcos, recommending the enactment of local legislation for the installation of road safety signs and devices. Upon constitutional challenge, the SC held there was no unlawful delegation of police power. To avoid the taint of unlawful delegation of police power, there must be a standard which implies at the very least that the legislature itself determines matters of principle and lays down the fundamental policy. The standard lays down the legislative policy, marks its limits, maps out boundaries, and specifies 16 the public agency to apply it. With this standard, the executive or administrative agency designated to carry out the legislative policy may promulgate supplemental rules and regulations. General Plenary Powers Legislative Power Substantive Limitations Express Substantive Limitations Bill of Rights Appropriations Taxation (infra) Public Money in a Special fund Increase of appellate jurisdiction of the SC without its advice and concurrence Granting title of royalty or nobility Implied Substantive Limitations Delegation of legislative powers Criterion of valid delegation Abakada Guro v. Exec. Sec. (2005) The grant of stand-by authority to the President to increase the VAT under certain circumstances was challenged for being undue delegation of legislative power, as VAT was not mentioned in Art VI, Sec 28. The SC held that there was no undue delegation. Congress did not give President the power to exercise discretion in making a law, only the power to ascertain the facts necessary to exercise the law. The criteria for valid delegation are that: Law is complete in itself, setting forth therein the policy to be executed, carried out or implemented by the delegate Law fixes a standard, the limits of which are determinate and determinable to which the delegate must conform in the performance of his functions Undue delegation of legislative power Pelaez v. Auditor General (1965) By virtue of several PDs, 33 municipalities were created. Pelaez challenged the constitutionality of their creation. The SC agreed with him, ruling that while the power to fix common boundaries of adjoining municipalities to avoid or settle conflicts of jurisdiction may be administrative in nature, the authority to create municipal corporations is essentially legislative in nature. The questioned statutes did not meet the requirements for a valid delegation of power to fix details in enforcing a law. They neither enunciated a policy to be implemented by the President nor gave a 17 sufficiently precise standard to avoid the violation. The phrase “as the public welfare may require” is so overbroad that it rests in the President a virtually unfettered discretion that is tantamount to a delegation of legislative power. For the President to create municipalities will be for him to exercise the power of control over local government units denied to him by the Constitution. Proper delegation by express authority of the constitution Delegation to the president to fix tariffs, rates, etc. Garcia v. Executive Secretary (1992) EO 475 (reducing the rate of additional duty on all imported articles from 9% to 5% according to their value, except for crude oil and other oil products which continue to have a 9% additional duty) and E.O. 478 (which laid a special duty on imported crude oil and oil products) were constitutionally challenged. The SC upheld the validity of the EOs. Under Art. VI § 24 of the Constitution, the enactment of appropriation revenue and tariff bills is within the province of the legislative and not the executive branch. Art. VI § 28(2) allows Congress to authorize the President to fix within specific limits, among others, tariff rates and other duties. There is explicit constitutional permission to allow the E.O.s to be issued. The Tariff and Customs Code also laid down sufficiently determinate benefits for the valid delegation of legislative power. Delegation to the President in times of war or national emergency Delegation to Local government Delegation of power to carry out defined policy to prescribe standards Rafael v. Embroidery Board (1967) RA 3137 (creating an embroidery and apparel control and inspection board and providing for a special assessment to be levied upon all entities engaged in an amount to be fixed by the Board) was constitutionally challenged for being an undue delegation of legislative power. The SC upheld the law. Article XVI § 4 (2) sets a reasonable basis under which the special assessment may be imposed. The true distinction between delegation of power to legislate and conferring of authority as to the execution of the law is that the former involves a discretion as to what the law shall be, while in the latter, the authority as to its execution has to be exercised under and in pursuance of the law. Osmeña v. Orbos (1993) PD 1956, which empowered the Energy Regulatory Board (ERB) to approve the increase of fuel prices or impose additional amounts on petroleum products which proceeds shall accrue to the Oil Price Stabilization Fund (OPSF). The OPSF was established to reimburse ailing oil companies in the event of sudden price increases. The decree was challenged on the ground of undue delegation of legislative powers to the ERB. 18 The SC upheld the PD. The provision conferring authority upon the ERB to impose additional amounts on petrol products provides a sufficient standard by which the authority must be exercised. The standard to which the delegate of legislative authority has to conform may be implied from the policy and purpose of the act, not only spelled out specifically. The challenged law sets forth a determinable standard that governs the exercise of power granted to the ERB. Promulgation of Internal Rules and Regulations Prohibition Against Passage of Irrepealable Laws Procedural Limitations (see part on Legislative process for more detail) Oversight 1. Congressional Scrutiny 2. Congressional Investigation – 3. Legislative Supervision – Question Hour (Art. VI, Sec. 22) Legislative Investigations Arnault v. Nazareno (1950) A legislative inquiry into the acquisition by the Philippine Government of the Buenavista and Tambobong estates was undertaken. During the Senate investigation, one witness, Arnault, refused to reveal the identity of the representative of the vendor to whom he delivered money, at the same time invoking his constitutional right against self-incrimination. The Senate adopted a resolution holding Arnault in contempt and ordered him imprisoned in the custody of the Sergeant-at-Arms and imprisoned. Arnault petitioned for a writ of Habeas Corpus. The SC did not issue the writ. Once an inquiry is admitted or established to be within the jurisdiction of the legislative body to make, the investigating committee has the power to require a witness to answer any question pertinent to that inquiry, subject to his constitutional right against self-incrimination. The question subject of the refusal for which the petitioner was held in contempt by the Senate is pertinent to the matter under inquiry. It is not necessary for the legislative to show that every question addressed to a witness is material to any proposed legislation, but it is required that each question be pertinent to the matter under inquiry. If the subject of investigation before the Committee is within legitimate legislative inquiry and the proposed testimony of the witness relates to the subject, obedience to the process may be enforced by the Committee by imprisonment. The power to hold a non-member of Congress in contempt is a power necessary to enable Congress to perform its function without obstruction. Therefore, the Court finds no sound reason to limit such power which has already been recognized as an appropriate auxiliary power of Congress. 19 Bengzon v. Senate Blue Ribbon Committee (1991) A Senate Blue Ribbon Committee Investigation was commenced regarding Kokoy Romualdez’ participation in various corporations put up by the Marcoses. The investigation was started based on a privileged speech delivered by Sen. Enrile. Bengzon, called as a witness, challenged the propriety of the investigation. The SC ruled that the investigation did not have a valid legislative purpose. Investigations must be in aid of legislation in accordance with duly published rules of procedure and must respect the rights of the persons appearing in or affected by the inquiries. Senator Enrile’s privilege speech that prompted the committee investigation contained no suggestion of contemplated legislation, only a call to look into a possible violation of the Anti-Graft and Corrupt Practices Act. The call seems to fall under the jurisdiction of the courts rather than the legislature, such as the case filed with the Sandiganbayan. For the Committee to probe and inquire into the same justiciable controversy already before the Sandiganbayan would be an encroachment into the exclusive domain of the court. Senate v. Executive Secretary (2006) In 2005, scandals involving anomalous transactions about the North Rail Project as well as the Garci tapes surfaced, prompting the Senate to conduct public hearings to investigate the said anomalies. The investigating Senate committee issued invitations to certain department heads and military officials to speak before the committee as resource persons. Subsequently, GMA issued EO 464 which took effect immediately. EO 464 prohibited Department heads, Senior officials of executive departments who in the judgment of the department heads are covered by the executive privilege. EO 464 was challenged for contravening the power of inquiry vested in Congress. The SC held that it did. Executive privilege is based on the constitutional doctrine of separation of powers and is one of the exemptions to the power of legislative inquiry. It exempts the executive from disclosing information to the public, Congress and the courts. To determine the validity of a claim of privilege, the question that must be asked is not only if the requested information falls within one of the traditional privileges, but also if that privilege should be honored in a given procedural setting. Presumption inclines heavily against executive secrecy and in favor of disclosure. (Question hour vs. legislative inquiry) On the validity of § 1 of E.O. 464 (which applies specifically to heads of executive departments): the required prior consent is grounded on Art. VI § 22 or what is known as question hour. ConCom records show that it was considered distinct from inquiries in aid of legislation. In question hour, attendance is meant to be discretionary. In aid of legislation, attendance is compulsory. In the absence of a mandatory question period, it becomes a greater imperative to enforce Congress’ right to executive information in the performance of its legislative function. When Congress exercises its power of inquiry, department heads can only exempt themselves by a valid claim of inquiry. The only officials exempt are the President on whom the executive power is vested and members of the Supreme Court on whom the judicial power 20 is vested as a collegial body as co-equal branches of government. For § 1, the requirement for Presidential consent is limited only to appearances of department heads in the question hour but not in inquiries in aid of legislation unless a valid claim of privilege is made by the President or Executive Secretary. Although some executive officials hold information covered by “executive privilege”, there can be no implied claim of executive privilege thereby exempting some officials from attending inquiries in aid of legislation. Congress has a right to know the reasons behind the claim of executive privilege before an official would be exempt from the investigation. Act as Board of Canvassers for Presidential and Vice-Presidential Elections Call special election for President and Vice-President Revoke or extend suspension of privilege of writ of habeas corpus and declaration of martial law Approve presidential amnesties Confirm certain appointments Cf. Commission on Appointments (Art. VI, Sec. 18) Concur in treaties (Senate) Bayan v. Zamora (2000) The VFA was challenged on the ground of Art. XVIII § 25 on military bases in the Philippines. The presence of U.S. Armed Forces in the Philippines pursuant to the VFA is allowed under Art. XVIII § 25 for 2 reasons: 1. The VFA was duly concurred in by the Philippine Senate and has been recognized as a treaty by the U.S. since it was attested and duly certified by a U.S. government representative. That it was not submitted for advice and consent of the U.S. Senate does not detract from its status as a binding international agreement/treaty recognized by the U.S. since it is a matter of internal U.S. law, where the U.S. submits to its Senate policymaking agreements for advice or consent, while those that further implement these policymaking agreements are merely submitted to Congress within 60 days of ratification. 2. Joint R.P.-U.S. military exercises fall under the provisions of the earlier R.P.-U.S. Mutual Defense Treaty of 1951 that was signed and duly ratified with both countries’ senates concurring; the VFA is simply an implementing agreement to the main Military Defense Treaty, so it was not necessary to submit it to the U.S. Senate, but only to its Congress. This is why the U.S. certified it as a binding international agreement (treaty) that substantially complies with Art. XVIII § 25. 21 Declaration of war and declaration of emergency powers Be judge of president’s physical fitness (16)Power of impeachment (17)Amendment or revision of the Constitution (supra) 6. The legislative process Requirement as to bills As to title Embrace only one subject which shall be expressed in the title thereof. Lidasan v. Comelec (1967) R.A. 4790 (An Act Creating the Municipality of Dianaton in the Province of Lanao del Sur) was challenged for falling short of the constitutional requirement that bills shall embrace 1 subject that must be expressed in the title. The SC ruled that the Act was unconstitutional. The Constitution has 2 limitations for bills: 1) Congress can not conglomerate under 1 statute heteregeneous subjects, and, 2) The title of the bill must be couched in language sufficient to notify legislators and the public of the import of the single title. Complying with the second directive is imperative since the Constitution does not require Congress to read a bill’s entire text during deliberations. For H.B. 1247/R.A. 4790, only its title was read from its introduction to its final approval in the House. The test of the sufficiency of a title a bill is whether or not it is misleading. If the language is so uncertain that an average person reading it is not informed of its purpose, or if it is misleading by referring to one subject when another is embraced in the act or by omitting any indication of its real subject/scope, it is misleading. It is not required that the title use language of such precision that it fully catalogues all its contents and minute details, but that it serves its constitutional purpose of informing all interested persons of the nature, scope and consequences of the proposed law and its operation. Power of taxation and requirement as to tax laws Lutz v. Araneta (1955) Commonwealth Act 567 Section provided for an increase of the existing tax on the manufacture of sugar on a graduated basis, while section 3 levied on owners or persons in control of lands devoted to cultivating sugar cane and ceded to others for a consideration a tax equivalent to the difference between the value of the consideration collected and the amount representing 12% of the assessed value of the land. The Act was challenged on constitutional grounds. 22 The SC upheld the Act. Commonwealth Act 567 was not purely an exercise of taxing power but was an exercise of the police power, since tax was levied with a regulatory purpose, to provide means for rehabilitating and stabilizing the threatened sugar industry. It is rational that the tax be taken from those who will benefit when it is spent. It is inherent in the power to tax that a state is free to choose who to tax. Tan v. Del Rosario (1994) Petitioners challenged the constitutionality of RA 7496 (Simplified Net Income Taxation Scheme) amending certain provisions of the NIRC and RR No. 2-936 promulgated by respondent pursuant to RA 7496. The SC upheld the RA. The contention that RA 7496 goes against the constitutional requirement that taxation be uniform and equitable ignores that such a system of income taxation where single proprietorship and professionals be taxed differently from corporations and partnership had long been the prevailing rule. Uniformity of taxation merely required that all subjects of objects of taxation similarly situated were to be treated alike both in privileges and liabilities and did not discount classification as long as: ● the standards are substantial making real differences; ● the categorization is germane to achieve legislative purpose; ● the law applies, ceteris paribus, to both present and future conditions; and ● the classification applies equally to the same class. Jurisdiction of the Supreme Court (infra, under Judiciary) First Lepanto Ceramics v. CA (1994) The Omnibus Investments Code gave the SC appellate jurisdiction over BOI decisions. The SC issued a circular giving the CA that jurisdiction, on the ground that its appellate jurisdiction could not be increased without its concurrence. After the 1987 Constitution took effect, Congress was now barred from increasing Supreme Court’s appellate jurisdiction without its concurrence. This was done in order to give the Court a measure of control over the cases placed under its appellate jurisdiction. The indiscriminate enactment of legislation enlarging the Court’s appellate jurisdiction could unnecessarily burden the Court and undermine its essential function of expounding the law in profound national aspect. D. Legislative veto 23 IV. EXECUTIVE DEPARTMENT Qualifications, Election, Term and Oath Privileges, inhibitions, and disqualifications Presidential Immunity In Re: Bermudez (1986) Bermudez filed a petition for declaratory relief on whether the provisions of the Freedom Constitution referred to the incumbent President or the previously-elected president. The Supreme Court dismissed the action, holding first that it referred to the incumbent president, and secondly that a suit cannot be brought against the incumbent President. The petition for declaratory relief was essentially a suit against President Aquino, and Bermudez had no standing to file it. Soliven v. Makasiar (1988) Soliven was sued by Pres. Aquino for libel. Soliven alleged that because the President is immune from suit, neither can she file a suit. The SC disagreed. The immunity may be invoked ONLY by the holder of the office. Nothing prevents the President (and only the President) from waiving the privilege and submitting to court's jurisdiction. Clinton v. Jones (1997) Pres. Clinton was charged with sexual harassment by Paula Jones for acts done while he was Governor of Arkansas. The SC held that the sitting president can be involved in a lawsuit during his tenure for actions not related to his official duties as President, and before his term commenced. Presidential Privileges Neri v. Senate Committee on Accountability of Public Officers and Investigations (2008) Neri, along with other officers, was invited to testify before the Senate Blue Ribbon Committee regarding the NBN-ZTE project. However, when probed further on what they discussed about the NBN Project, Neri refused to answer, invoking “executive privilege”. In particular, he refused to answer the questions on (a) whether or not President Arroyo followed up the NBN Project, (b) whether or not she directed him to prioritize it, and (c) whether or not she directed him to approve. He later refused to attend the other hearings and Ermita sent a letter to the SBRC averring that the communications between GMA and Neri is privileged and that the jurisprudence laid down in Senate v. Ermita be applied. The SBRC cited Neri for contempt. The SC upheld the invocation of privilege. The oversight function of Congress may be facilitated by compulsory process only to the extent that it is performed in pursuit of legislation. 24 The communications elicited by the three (3) questions are covered by the presidential communications privilege. 1st, the communications relate to a “quintessential and non-delegable power” of the President, i.e. the power to enter into an executive agreement with other countries. This authority of the President to enter into executive agreements without the concurrence of the Legislature has traditionally been recognized in Philippine jurisprudence. 2nd, the communications are “received” by a close advisor of the President. Under the “operational proximity” test, petitioner can be considered a close advisor, being a member of President Arroyo’s Cabinet. And, 3rd, there is no adequate showing of a compelling need that would justify the limitation of the privilege and of the unavailability of the information elsewhere by an appropriate investigating authority. Aside from these, other executive privileges include: 1. 2. 3. 4. 5. Deliberative process privilege Military or State Secrets Identity of government informers in some circumstances Information related to pending investigations Foreign relations AKBAYAN v. Aquino (2008) AKBAYAN and the other petitioners filed a petition asking for the government to release the records of the negotiations leading up to the JPEPA. The SC denied the petition. While there was indeed a right to information on matters of public concern, this was only on a case by case basis. The validity of executive privilege depends on ground invoked to justify it and context in which it is made. The privileged status of a privileged document rests not on the need to protect national security but on the obvious realization that officials will not communicate candidly among themselves if people will find out what they talk about anyway. Here, the negotiations of the JPEPA falls under the diplomatic negotiations privilege. Prohibition from holding other appointments Exceptions to prohibition from holding another office CLU v. Executive Secretary, supra. (1991) Dela Cruz v. COA (2001) The payment of salaries to ex-officio members of the NHA Board who were in the Cabinet, or their alternates, was denied by the COA. The propriety of that COA decision was challenged. 25 The SC upheld the decision. However, while it was correct to rule that the payment of compensation was not allowed, the prohibition against multiple offices was not interpreted to apply to posts of executive officials in an ex-officio capacity as provided by law as required by the primary function of their office and without additional compensation. The term ex-officio referred to authority derived from official character, not merely conferred upon the individual character but rather annexed to the official position. However, since the position is an actual and legal part of the principal office, it followed that the official concerned had no right to receive additional compensation for services in the same position since the services were already paid for by the compensation attached to the principal office. Powers and Functions of the President Executive Power Power to execute laws Ople v. Torres (1998) AO 308 was issued, adopting a national computerized identification system. Ople challenged the AO’s constitutionality. The SC struck down the AO. Executive power to enforce and administer the laws into practical separation is vested in the President. As Chief Executive, the President is also granted administrative power over bureaus and offices under his control to enable him to discharge his duties effectively. Administrative power is concerned with the work applying policies and enforcing orders as determined by proper constitutional organs. However, the administrative order should be issued in relation to specific aspects in the administrative operation of the government. It should not impair citizen’s rights and privileges or impose a duty on them, and must not substitute for general policy-making that Congress enact as laws. Power of Appointment In general Sarmiento v. Mison (1987) Mison was appointed as the Commissioner of the Bureau of Customs and Carague as the Secretary of the Department of Budget, without the confirmation of the Commission on Appointments. Sarmiento assailed the appointments as unconstitutional by reason of its not having been confirmed by CoA. The SC upheld the appointment. Positions to be filled by the President by appointment are divided into 4 groups: 1) heads of executive department, ambassadors, other public ministers and consuls, officers of the armed forces from the rank of colonel or naval captain and other officers whose appointments are vested in him in the Constitution, 2) all other officers of the government whose appointments are not otherwise provided by law, 26 3) those whom the President may be authorized by law to appoint, & 4) officers lower in rank whose appointments the Congress may by law vest in the President alone. Only the first group is appointed with the consent of the Commission on Appointments. The Customs commissioner was not one of those within the first group. Manalo v. Sistoza (1999) Sistoza questioned the constitutionality and legality of the appointments by former Pres. Corazon Aquino of senior officers of the PNP, who were promoted to the rank of Chief Superintendent and Director without their appointments submitted to the Commission on Appointments for confirmation. The SC upheld the appointments. Congress cannot by law expand the power of confirmation of the CA and require confirmation of appointments to other positions not within the Constitution. The PNP is separate from the AFP. It is different from and independent of the AFP. Its military ranks are not similar to the AFP, thus directors and chief superintendents of the PNP do not fall under the first category of presidential appointees requiring CA confirmation b. Commission on Appointments confirmation c. Midnight Appointments d. Power of removal Power of Control and Supervision a. Doctrine of Qualified Political Agency b. Control over Executive departments and offices Lacson-Magallanes Co. v. Paño (1967) Magallanes was permitted to use and occupy a land used for pasture in Davao; he later ceded his rights to LMC of which he is a co-owner. Paño asserted his claim over the same piece of land. The Director of Lands denied Paño’s request. The Secretary of Agriculture likewise denied his petition hence it was elevated to the Office of the President. Executive Secretary Pajo ruled in favor of Paño. LMC challenged the decision of the Executive Secretary as an undue delegation of power. The SC did not agree. The President's duty to execute the law is of constitutional origin. So, too, is his control of all executive departments. Thus it is, that department heads are men of his confidence. Implicit is his authority to go over, confirm, modify or reverse the action taken by his department secretaries. In this context, it may not be said that the President cannot rule on the correctness of a decision of a department secretary. Parenthetically, it may be stated that the right to appeal to the President reposes upon the President's power of control over the executive departments. And control simply means “the power of an officer to alter or modify or nullify or set aside what a subordinate officer had done in the performance of his duties and to substitute the judgment of the former for that of the latter.” 27 The Chief Executive may delegate to his Executive Secretary acts which the Constitution does not command that he perform in person. The President is not expected to perform in person all the multifarious executive and administrative functions. The office of the Executive Secretary is an auxiliary unit which assists the President. Buklod ng Manggagawang EIIB v. Executive Secretary (2000) President Corazon Aquino created the Economic Intelligence and Investigation Bureau (EIIB) to primarily conduct anti-smuggling operations in areas outside the jurisdiction of the Bureau of Customs. In the year 2000, President Estrada issued an order deactivating the EIIB. He subsequently ordered the employees of EIIB to be separated from the service. Thereafter, he created the Presidential Anti-Smuggling Task Force “Aduana”, which EIIB employees claim to be essentially the same as EIIB. The employees of EIIB, through the Buklod ng Kawaning EIIB, invoked the Supreme Court’s power of judicial review in questioning the said orders. EIIB employees maintained that the President has no power to abolish a public office, as that is a power solely lodged in the legislature; and that the abolition violates their constitutional right to security of tenure. The SC upheld the reorganization. As a general rule, the power to abolish an office is lodged with the legislative. However, the President’s power of control may justify his deactivating the functions of a particular office or certain laws may grant him the broad continuing authority to carry out reorganization measures for reasons of economy and productivity. c. Supervision of Local Governments and Autonomous Regions Pimentel v. Aguirre (2000) President Ramos issued AO 372 – The Adoption of Economy Measures in Government for FY 1998, which required LGUs to reduce their expenditures by 25% for their authorized regular appropriations of nonpersonal services. Subsequently, President Estrada issued AO 43, amending Section 4 of AO 372 reducing to 5% the amount of the internal revenues allotment (IRA) to be withheld from the LGUs. The constitutionality of the directive to withhold 10% of this IRA is challenged for being in contravention of Section 286 of the Local Government Code and of Section 6, Article X of the Constitution, providing the automatic release of its share in the national income revenue. The SC upheld Section 1, which directed the LGUs to reduce expenditures, as being part of the President’s supervision over local government. Supervision is meant to oversee, while control meant to power to alter what a subordinate has done and substitute one’s judgment. The Chief Executive wields no more authority than that of checking whether local government were performing their duties as provided by Constitution and statutes. But LGUs continue to be agents of the national government. 28 However, Section 4, which withheld 5% of the IRA from LGUs was struck down for being unconstitutional. It is a basic feature of local government autonomy that their share of the IRA should be automatically released. Military Powers IBP v. Zamora (2000) Invoking his powers as Commander-in-Chief under Art. VII, Sec. 18 of the Constitution, President Estrada, in verbal directive, directed the AFP Chief of Staff and PNP Chief to coordinate with each other for the proper deployment and campaign for a temporary period only. The IBP questioned the validity of the deployment and utilization of the Marines to assist the PNP in law enforcement. The SC upheld deployment of the Marines. Calling out armed forces is discretionary power solely vested in the President’s wisdom but the matter may be reviewed by the Court to see whether or not there was grave abuse of discretion Here, the deployment of the Marines in this case constitutes permissible use of military assets for civilian law enforcement. The participation of the Marines in the conduct of joint visibility patrols is appropriately circumscribed. It is their responsibility to direct and manage the deployment of the Marines. It is, likewise, their duty to provide the necessary equipment to the Marines and render logistical support to these soldiers. In view of the foregoing, it cannot be properly argued that military authority is supreme over civilian authority. Moreover, the deployment of the Marines to assist the PNP does not unmake the civilian character of the police force. Neither does it amount to an “insidious incursion” of the military in the task of law enforcement in violation of Article XVI, Sec. 5(4) of the Constitution. Lansang v. Garcia (1971) Two hand grenades were thrown at a Liberal Party caucus in 1971, killing 8. Pres. Marcos issued PP 889 which suspended the privilege of the writ of habeas corpus. Marcos urged that there is a need to curtail the growth of Maoist groups. Subsequently, Lansang et al. were invited by the PC headed by Garcia for interrogation and investigation. Lansang et al. questioned the validity of the suspension of the privilege of the writ averring that the suspension does not meet the constitutional requisites The SC found that there was valid basis for the suspension of the privilege of the writ of habeas corpus. The requirements for such a suspension are: 1. Invasion, insurrection or rebellion or imminent danger thereof 2. Public safety requires the suspension. Here, the existence of the New People's Army is proof of rebellion regardless of how small it is. The absence of any other incident after the bombing is not proof of lack of rebellion. 29 Sanlakas v. Executive Secretary (2004) On July 27, 2003, the Oakwood mutiny took place. Pres. Arroyo issued Proclamation No. 47 declaring a "state of rebellion" & General Order No. 4 directing AFP & PNP to suppress the rebellion. By that evening, soldiers agreed to return to barracks. GMA, however, did not immediately lift the declaration of a state of rebellion, only doing so on August 1, 2003 thru Proclamation No. 435. The SC upheld the declaration of a state of rebellion. Actual invasion/rebellion and requirement of public safety are not required for calling out the armed forces. Nothing prohibits President from declaring a state of rebellion; it springs from powers as Chief Executive and Commander-in-Chief. Finally, calling out of the armed forces is not the same as a declaration of martial law. Gudani v. Senga (2006) The Senate invited Gen. Gudani and Lt. Col. Balutan to clarify allegations of 2004 election fraud and the surfacing of the “Hello Garci” tapes. PGMA issued EO 464 enjoining officials of the executive department including the military establishment from appearing in any legislative inquiry without her consent. AFP Chief of Staff Gen. Senga issued a Memorandum, prohibiting Gen. Gudani, Col. Balutan et al. from appearing before the Senate Committee without Presidential approval. However, the two appeared before the Senate in spite the fact that a directive has been given to them. As a result, the two were relieved of their assignments for allegedly violating the Articles of War and the time honoured principle of the “Chain of Command.” Gen. Senga ordered them to be subjected to Court Martial proceedings for willfully violating an order of a superior officer. The SC upheld EO 464. The President as Commander-in-Chief has absolute authority over persons and actions of the members of the armed forces. Significant concessions to personal freedoms are expected in the military. Preventing military officers from testifying before Congress springs from Commander-inChief powers, not executive privilege. David v. Arroyo (2006) As a result of the events of EDSA II, President Arroyo issued PP 1017, declaring a state of national emergency, invoking Article VII, Sec. 18 of the 1987 Constitution. On the same day, she also issued General Order No. 5 directing the AFP and PNP to immediately carry out appropriate actions to suppress and prevent the lawless violence by invoking Article II, Sec. 4 of the same, citing elements of the extreme left and right being in alliance to bring down the President. A week later, the President lifted PP1017 via PP1021. Randy David and the petitioners assail that various rights stated in Article III of the 1987 Constitution have been violated, thus the case at hand. In relation to the validity of the declaration of a state of national emergency, the SC ruled that as there is no law defining “acts of terrorism,” it is President Arroyo alone, under General Order No. 5 who has the discretion to determine what acts constitute terrorism, without restrictions. Thus, the due process clause has been violated and that portion of General Order No. 5 is unconstitutional. 30 Pardoning Power a. Nature and limitations b. Forms of Executive Clemency Diplomatic Powers a. Contracting and guaranteeing foreign loans b. Deportation of undesirable aliens Residual Powers Marcos v. Manglapus (1989) Imelda Marcos wanted to return home from Hawaii. Her return was prevented by Pres. Aquino. She invoked her rights to travel and abode. The SC upheld the decision to prevent her from returning to the Philippines as an exercise of the President’s residual powers. Whatever power inherent in the government that is neither legislative nor judicial has to be executive. The President's residual power is for protecting people's general welfare, preserving and defending the Constitution, protecting the peace, attending to day-to-day problems. Even the Resolution proposed in the House urging the President to allow Marcos to return shows recognition of this power. Residual powers are implicit in and correlative to the paramount duty to safeguard and protect general welfare. Powers relating to appropriation Measures Delegated powers Veto power C. Rules on Succession a. Constructive Resignation b. The Vice President c. Right of Succession and Membership in Cabinet Estrada v. Desierto (2001) After the events of EDSA II, whereby President Estrada left Malacañang and Gloria Arroyo was sworn in as President, Estrada filed a petition for prohibition to enjoin the Ombudsman from proceeding with any cases against him and to declare him to still be the incumbent president. 31 The SC denied the petition, holding that Estrada had constructively resigned, because both elements of resignation were present, namely: 1. Intent 2. Acts of relinquishment (calling for snap election in which Estrada would not be a candidate, listening to Pimentel's advice for resignation, negotiation for peaceful and orderly transfer of power, declaring his intent to leave without anything about reassuming the presidency, etc.) As for prosecution of cases against him, resignation or retirement is not a bar to prosecution. Neither was there a pending impeachment case when he resigned; if this were a bar to a criminal prosecution, then he would be perpetually immune. Finally, Congress has already recognized Arroyo as the new President, and so the decision can no longer be reviewed by the Court. 32 V. JUDICIAL DEPARTMENT Concepts Judicial Power. Ynot v. IAC (1987) EO 626-A banned the killing and intra-province transport of carabao and carabeef. Ynot was caught in violation of EO 626-A as he was transporting 6 carabaos. He went to trial court seeking to declare EO 626-A unconstitutional. The Trial Court ruled that they cannot answer questions of constitutionality. However, the SC ruled that it could. All courts in the hierarchy can exercise both judicial power and judicial review, subject to later review by the SC (Sec. 5 (2) (a)) Judicial Review a. Definition, nature, principles Marbury v. Madison (1803) As outgoing President, John Adams, appointed judges, including Marbury, to positions as justices of the peace, in Marbury’s case in the District of Columbia,, with the concurrence of the Senate. However, the commissions were never served upon the offices, so Marbury was never able to carry out his duties. He appealed to the SC for a writ of mandamus to compel State Secretary James Madison to appoint him as a judge. 1. Marbury has a right to the commission. Presidential commission has three stages --- nomination, appointment, and commission. When the President signs the commission, it creates a vested right. 2. Marbury has a relief for his right. Because withholding the commission would be violative of the vested right, there must be a remedy. 3. The most appropriate relief in this case is a writ of mandamus. According to the Constitution, the SC can only have appellate jurisdiction over writs of mandamus. However, the law that Adams signed gave the Supreme Court original jurisdiction. Therefore, there was a dispute over which one should be followed. The Constitution is the paramount law, and it is the judiciary that decides questions of constitutionality. It is emphatically the province and duty of the judicial department to say what is law. Using this reasoning, the court held that it was the Constitution that must prevail, and so they could not award the writ of mandamus. 33 1. Requisites of judicial review a. Actual case or controversy David v. Macapagal-Arroyo, supra. o An actual case or controversy involves a conflict of legal right, and opposite legal claims susceptible of judicial resolution. It is "definite and concrete, touching the legal relations of parties having adverse legal interest"; a real and substantial controversy admitting of specific relief. o A moot and academic case is one that ceases to present a justiciable controversy by virtue of supervening events, so that a declaration thereon would be of no practical use or value. Generally, courts decline jurisdiction over such case or dismiss it on ground of mootness. o Ripeness entails that something had by then been accomplished or performed by either branch before a court may come into the picture. The questioned acts should have already been carried out o Exception to the mootness rule: Court will decide cases, otherwise moot and academic, if: first, there is a grave violation of the Constitution; second, the exceptional character of the situation and the paramount public interest is involved; third, when constitutional issue raised requires formulation of controlling principles to guide the bench, the bar, and the public; fourth, the case is capable of repetition yet evading review. Operative fact doctrine Moot Questions Gonzales v. Narvasa (2000) Ramon Gonzales, in his capacity as a citizen and taxpayer, assails the constitutionality of the creation of the Preparatory Commission on Constitutional Reform (PCCR) and of the positions of presidential consultants, advisers and assistants. The PCCR was created by Pres. Estrada by virtue of EO 43 in order to study and recommend proposed amendments and/or revisions to the Constitution, and the manner of implementing them. The SC held that the petition was moot and academic. As the questioned commission had been dissolved, it was impossible to grant the relief prayed for by the petitioner. The Court could no longer enjoin a body that no longer existed from acting. Any ruling regarding the matter would simply be in the nature of an advisory opinion and definitely beyond the permissible scope of judicial power. Political Question Doctrine 34 Avelino v. Cuenco, supra, under Internal Government of Congress: Quorum The court did not have jurisdiction over the petition. Due to the separation of powers, the political nature of the controversy and the Constitution giving the Senate the power to elect its own President, the judiciary cannot interfere with or take over the matter. The remedy lies with the Senate and not with the Court. Miranda v. Aguirre (1999) RA 7720 effected the conversion of the municipality of Santiago, Isabela, into an independent component city. RA 7720 was approved by the people of Santiago in a plebiscite. In 1998, RA 8528 amended RA No. 7720 to the effect that the City of Santiago was downgraded from an independent component city to a component city. Miranda, et al., assail the constitutionality of RA No. 8528 for the lack of provision to submit the law for the approval of the people of Santiago in a proper plebiscite. On the threshold issue of whether or not the case involved a political question, the Court upheld its jurisdiction. Questions of whether laws passed by Congress complied with the requirements of the constitution posed a question only the Court could decide. A political question connotes a question of policy and referred to those questions which under the constitution were 1) to be decided by the people in their sovereign capacity or 2) in regard to which full discretionary authority had been delegated to the legislative/executive branch of government. Political questions are concerned with issues on the wisdom and not legality of a particular measure. Additionally, a political question has no standards by which its legality or constitutionality could be determined. A purely justiciable issue implied a given right, legally demandable and enforceable, an act or omission violative of such right and a remedy granted and sanctioned by law for said breach of right. Safeguards of Judicial Independence a. Fiscal autonomy – Art. VIII, Sec. 3 i. appropriations shall not be reduced below the amount appropriated for the previous year ii. Appropriations will be automatically and regularly released. b. Report on the judiciary – Art. VIII, Sec. 16 c. Automatic release of appropriation for the judiciary – Art. VIII, Sec. 3 35 Judicial Restraint Appointments to the Judiciary Supreme Court En banc and division cases Procedural Rule-making Administrative Supervision over Lower Courts Maceda v. Vasquez (1993) Bonifacio Maceda falsified his certificate of service saying he had submitted the decisions for all his civil and criminal cases, when he had not submitted anything. His clerk reported him to the Ombudsman. The Court ruled that the Ombudsman had no jurisdiction over the matter. Judges are liable under the Supreme Court, not the Ombudsman. Only the SC can oversee judges’ compliance with the law and take proper administrative action. In re Demetria (2001) Judge Demetria had been trying to intercede on behalf of drug queen Yu Yuk Lai. The Supreme Court ruled that the evidence against Demetria proved her guilty. However, it is up to the SC to implement the proper administrative actions. Original and Appellate Jurisdiction VI. CONSTITUTIONAL COMMISSIONS Constitutional Safeguards to Ensure Independence of Commissions Macalintal v. COMELEC (2003) The constitutionality of RA 9189 (The Overseas Absentee Voting Act of 2003) was challenged. The controversial provisions were: o Sec 5: allowed immigrants to register by executing affidavit expressing intent to return Constitutional. Does not violate Art. V, Sec. 1 (Residency Rule). Rather, it enfranchises Filipinos abroad domiciled in the Philippines. o Sec 18.5: empowered COMELEC to proclaim winning candidates Unconstitutional. Violates Art. VII, Sec. 4; winning candidates for President and VP are to be proclaimed by Congress. o Sec 25: allowed Congress, through oversight committee, to review, revise, amend and approve IRR of COMELEC. 36 Unconstitutional. Violates Art. IX-A, Sec. 1, on COMELEC independence. Congress may not intrude into the jurisdiction of the COMELEC by exercising supervisory powers. Brillantes v. Yorac (1990) Yorac, as Associate COMELEC Chairman, was appointed by the President as Chairman of the COMELEC. Brillantes challenged Yorac’s appointment for being contrary to Article IX-C, Sec. 1(2) of 1987 Constitution, where "(I)n no case shall any Member (of the Commission on Elections) be appointed or designated in a temporary or acting capacity." The SC agreed. The appointment was unconstitutional. Article IX-A, Sec. 1 provides for the independence of ConCom from the executive department. Powers and Functions of Each Commission Prohibited Offices and Interests Flores v. Drilon, supra. i. Standardization of pay and ban on double compensation ii. Ban on partisan political activities iii. Removal or suspension only for a cause iv. Right to self-organization v. Right to strike: Government employees, including members of the CSC, do not have the right to strike. Jurisdiction of each Constitutional Commission Tan v. COMELEC (2003) Tan was designated by COMELEC as Vice-Chairman of the City Board of Canvassers in Davao for the May 1992 synchronized national and local elections conformably with provisions of Section 20 (a) of Republic Act 6646 and Section 221 (b) of the Omnibus Election Code. Manuel Garcia was proclaimed Congressman of 2nd Dist. Davao. Alterado filed a number of cases questioning the validity of the proclamation, including an administrative charge against the Board of Canvassers and Tan for “Misconduct, Neglect of Duty, Gross Incompetence, and Acts Inimical to the Service”, before the COMELEC. On petition for review, the SC upheld the COMELEC’s jurisdiction over the administrative case. COMELEC’s authority under Article IX, Sec. 2(6-8) of 1987 Constitution is all-encompassing when it comes to election matters. The administrative case is related to the performance of his duties as Election canvasser, not as a City Prosecutor. COMELEC’s mandate includes the authority to exercise direct and 37 immediate suspension and control over national and local officials or employees, including members of any national and local law enforcement agency and instrumentality of the government, required by law to perform duties relative to the conduct of elections. Daza v. Singson (1989) The Laban ng Demokratikong Pilipino (LDP) was reorganized resulting in a political realignment in the lower house. LDP also changed its representation in the Commission on Appointments. They withdrew the seat occupied by Daza (LDP member) and gave it to the new LDP member. Thereafter the chamber elected a new set of representatives in the CoA which consisted of the original members except Daza who was replaced by Singson. Daza questioned such replacement on the ground that the LDP’s reorganization was not permanent and stable. The SC disagreed. The LDP has been existing for more than one year and its members include the Philippine President, and its internal disagreements are expected in any political organization in a democracy. The test that the party must survive a general congressional election was never laid down in jurisprudence. The Court ruled in favor of the authority of the House to change its representation in the CoA to reflect at any time the permanent changes and not merely temporary alliances or factional divisions without severance of loyalties/formal disaffiliation that may transpire in the political alignments of its members. Guingona v. Gonzales (1992) After the May 11, 1992 elections, the Senate was composed of 15 LDP senators, 5 NPC senators, 3 LAKASNUCD senators, and 1 LP-PDP-LABAN senator. To fulfil the requirement that each party must have a representatives in the CoA, the parties agreed to use the traditional formula: (No. of Senators of a political party) x 12 seats) ÷ Total No. of Senators elected. The result of the computation under that formula was that 7.5 members for LDP, 2.5 members for NPC, 1.5 members for LAKAS-NUCD, and 0.5 member for LPPDP-LABAN would be part of the COA. Romulo, as the majority floor leader, nominated 8 senators from their party; he rounded 7.5 up to 8; and decided that Taňada from LP-PDP-LABAN should represent the same party in the CoA. Guingona, a member of LAKAS-NUCD, opposed the said compromise. He alleged that the compromise is against proportional representation. The SC agreed that the proposed membership was unconstitutional. The proposed scheme does not comply with the requirement that 12 senators be elected on the basis of proportional representation of the political parties in the Senate; to disturb the resulting fractional membership of political parties in the CoA by adding together 2 halves to make a whole is a breach of the rule on proportional representation since it gave the LDP an added member by utilizing the fractional membership of the minority political party, which is deprived of ½ representation. Instead, the correct rule is that in Coseteng v. Mitra—a political party must have at least 2 senators in the Senate to have a CoA representative. 38 Review of final orders, resolutions and decisions 2. In the exercise of quasi-judicial functions 3. In the exercise of administrative functions VII. BILL OF RIGHTS A. Fundamental powers of the state (police power, eminent domain, taxation) 1. Concept, application and limits 2. Requisites for valid exercise 3. Similarities and differences Due process v. eminent domain Churchill v. Rafferty (1915) Act 2339 authorized the CIR to remove any sign or billboard that is offensive to the sight or otherwise a nuisance, and collect an annual tax of P4 per sqm. The SC upheld the provisions because what was being regulated was the use of public thoroughfares, and the police power measure validly protected the comfort and convenience of the public, particularly the prevention of nuisance due to billboards which were offensive to the sight. Thus, what was involved here was not taking that would require just compensation, but regulation in accordance with due process. U.S. v. Toribio (1905) Toribio was charged for violation of Act no. 1147, because he had a carabao slaughtered for human consumption. He claimed that the act constituted taking without just compensation. The court held that it was not taking for public use in the concept of eminent domain, but rather taking in the exercise of the State’s police power. 4. Delegation B. Private acts and the Bill of Rights C. Due process – the rights to life, liberty & property 1. Relativity of due process 2. Procedural and substantive due process Procedural: Banco Español-Filipino v. Palanca (1918) Engracio Palanca was indebted to El Banco and he had his parcel of land as security for his debt. Palanca left for China and never returned until he died. As Palanca was a non-resident, El Banco had to notify Engracio about the suit for the foreclosure of his property by publication. The lower court eventually allowed Banco to execute upon the property. 7 years later, Vicente surfaced on behalf of Engracio as his administrator to petition for the annulment of the ruling. Vicente averred that there had been no due process as Engracio never received the summons. The SC ruled against Palanca, holding that the requisites for judicial due process had been met. The requisites are: 1. There must be an impartial court or tribunal clothed with judicial power to hear and decide the matter before it 2. Jurisdiction must be lawfully acquired over the person of the defendant or over the property subject of the proceedings. 3. The defendant must be given the opportunity to be heard. 39 4. Judgment must be rendered only after lawful hearing. Ang Tibay v. CIR (1940) Ang Tibay laid off workers belonging to the NLU. NLU protested this alleged unfair labor practice to the CIR, which ruled in its favor despite the lack of evidence. The SC in the instant case remanded the case to the CIR for a new trial, finding that the NLU may have been deprived of some primary rights when it tried to prove its case before the CIR. This case is considered to have codified the 7 elements of Administrative Due Process, namely: 1. Hearing 2. Tribunal must have considered evidence presented. 3. Decision must find support in evidence. 4. Evidence must be substantial. 5. Decision must be rendered based on evidence presented at the hearing. 6. Administrative agency must act on its own opinion on the law and facts of the controversy, and 7. The decision must be made in such a manner that the parties know the issues involved and the reasons behind the decision made. De Bisschop v. Galang (1963) Bisschop, an American citizen was allowed to stay in the Philippines for 3 years, until August 1, 1959. His application for extension of stay was decided by the Board of Commissioners, which ordered him to depart within 5 days. No decision was promulgated. The CFI ordered Commissioner Galang to desist and refrain from arresting and deporting Bisschop, until proper and legal proceedings are conducted by the Board in connection with his application for extension of stay. The SC overturned the CFI. A day in court is not a matter of right in administrative proceedings. In certain administrative proceedings, the right to notice and hearing are not essential to due process of law. David v. Aquilizan (1979) David had a large parcel of land in Polomolok, Cotabato, which he left in the care of Felomeno and Ricardo Jugar. David later withdrew the land from the brothers and has not allowed them to return. Justice Aquilizan handled the case filed by the brothers against David. He rendered a decision in favor of the brothers without any hearing. J Aquilizan admitted that there was indeed no hearing conducted but he said the decision has already become final and executory as the period for appeal has already lapsed. The SC ruled in favor of David. A decision rendered without a hearing is null and void and may be attacked directly or collaterally. The decision is null and void for want of due process. And it has been held that a final and executory judgment may be set aside with a view to the renewal of the litigation when the judgment is void for lack of due process of law. In legal contemplation, it is as if no judgment has been rendered at all. Tañada v. Tuvera, supra. There can be no finding of a violation of a law if the law has not been published, as that would be violative of procedural due process. People v. Pomar (1924) An act was enacted by Congress, providing that employers should grant pregnant female employees maternity leave. Pomar allowed his employee to take a vacation for her delivery but refused to pay her the wages during such period. The SC held the pertinent provisions of the Act unconstitutional for infringing on one’s right to contract. 40 The constitution of the Philippine Islands guarantees to every citizen his liberty and one of his liberties is the liberty to contract. The law would deprive Pomar and all other entities employing women of the said liberty, without due process of law. Rubi v. Provincial Board of Mindoro (1919) Rubi filed a petition for habeas corpus after he and the rest of the Mangyans of Mindoro were relocated by the Government. The SC did not grant the petition. It held that the relocation of non-Christians was a valid exercise of the police power. NDC and AGRIX v. Phil. Veterans (1990) PVB attempted to foreclose a mortgage of Agrix, but the latter company invoked PD1717, rehabilitating Agrix and declaring all its obligations cancelled and its mortgages extinguished. The SC struck down the PD. There was not a sufficient public interest involved. The cancellation of the obligations was violative of due process, because it extinguished property rights and impaired contracts. Balacuit v. CFI, 163 SCRA 182 (2 Bernas 41) C2 (1988) The Municipal Board of Butuan City issued Ordinance 640 to address the complaint of parents that it is too financially burdensome for them to pay the full admission price for their children. The Ordinance provided that admission tickets for movies, public exhibitions, games, contests, and other performances, should be sold at half the price for children between 7 and 12 years of age. Violators would be penalized with imprisonment and/or a fine. The SC ruled that Ordinance 640 is an invalid exercise of police power and, as a consequence, it violates the due process clause of the constitution. A valid exercise of police power requires that it should be for (a.) the public’s interest, (b.) the means employed should be reasonable and it should not be oppressive. Here, the court did not find a tangible link between the ordinance and the promotion of public health, security, morals, or welfare. Furthermore, the means employed were judged to be unfair since they unjustly prejudice the affected businesses by restraining their right to trade and even violating their right to enter into contracts. Agustin v. Edu, supra. The proposed measure to compel each vehicle to supply reflective safety devise is a valid exercise of police power, it having been issued in order to protect public safety. Ople v. Torres, supra. The proposed national ID system violates the right to privacy of each individual, as it does not safeguard the information therein contained. White Light Corporation v. City of Manila, supra. The prohibition against quick-time stays in hotels is unconstitutional, being violative of due process and the right to privacy. While upholding morals is a valid state purpose, there are other purposes for renting a hotel for less than 5 hours. As an unreasonable means towards a valid end, the ordinance is unconstitutional and void. 3. Constitutional and statutory due process 4. Hierarchy of rights PBMEA v. PBM (1993) The Philippine Blooming Mills Employees’ Organization carried out a mass demonstration at Malacañang on March 4, 1969 in protest against alleged abuses of the Pasig police department, against the wishes of 41 the PBM management. PBMEO was found guilty of bargaining in bad faith and its officers were ordered to be dismissed. The SC did not agree. The demonstration was not a strike; it was an exercise of their rights to “engage in concerted activities for ... mutual aid or protection." Thus, the company’s action constituted as interference to their right to engage in concerted activity. While it is true that PBM’s right to property was infringe, such rights must be weighed against the human rights of the workers. In the hierarchy of rights, human rights outweigh mere property rights. 5. Judicial standards of review 6. Void-for-vagueness doctrine D. Equal protection People v. Vera (1937) Cu Unjieng applied for probation after being convicted by the trial court in Manila. Judge Tuason of the Manila CFI directed the appeal to the Insular Probation Office (IPO). The IPO denied the application. However, Judge Vera upon another request by Cu Unjieng allowed the petition to be set for hearing. The City Prosecutor countered alleging that Vera has no power to place Cu Unjieng under probation because it is in violation of Sec. 11 of Act No. 4221 which granted provincial boards the power to provide a system of probation to convicted persons. Nowhere in the law is it stated that the law is applicable to a city like Manila. The SC struck down the law for being unconstitutional. The provincial boards are given absolute discretion which is violative of the Constitution and the doctrine of the nondelegability of power. Further, it is a violation of equal protection provided for in the Constitution. The challenged section of Act No. 4221 means that only provinces that can provide appropriation for a probation officer may have a system of probation within their locality. This would mean that convicts in provinces where no probation officer is instituted may not avail of their right to probation. Ormoc Sugar Company, Inc. v. Treasurer of Ormoc City (1968) The Municipal Board of Ormoc City passed Ordinance No. 4 imposing “on any and all productions of centrifugal sugar milled at the Ormoc Sugar Company, Inc., in Ormoc City a municipal tax equivalent to one per centum (1%) per export sale to USA and other foreign countries.” Payments for said tax were made, under protest, by Ormoc Sugar Company, Inc. The company filed before the CFI of Leyte a complaint against the City of Ormoc as well as its Treasurer, Municipal Board and Mayor alleging that the ordinance is unconstitutional for being violative of the equal protection clause and the rule of uniformity of taxation. The SC ruled that the ordinance was unconstitutional. The equal protection clause applies only to persons or things identically situated and does not bar a reasonable classification of the subject of legislation, subject to the Cayat requisites. A perusal of the requisites shows that the questioned ordinance does not meet them, for it taxes only centrifugal sugar produced and exported by the Ormoc Sugar Company, Inc. and none other. The taxing ordinance should not be singular and exclusive as to exclude any subsequently established sugar central for the coverage of the tax. People v. Cayat (1939) Cayat was fined for possessing A-1-1 gin in contravention of the statute prohibiting non-Christian tribes from possessing liquors aside from native wines and liquors. He challenged the statute on the ground of violation of equal protection. The SC held Act constitutional, as there was a valid distinction. This case laid down the classic requisites for reasonable classification, namely 1. It must rest on substantial distinctions which make real differences, 2. It must be germane to the purpose of the law 42 3. It must not be limited to existing conditions only, and 4. It must apply equally to all members of the same class. International School Alliance v. Quisumbing (2000) A group of local hired teachers working at the International School of Manila claim that the fact that they are paid less than their foreign hired counterparts violates equal protection. The SC agreed, not on the ground that local hires and foreign hires should be treated similarly, in fact holding that the foreign hired teachers were part of a different bargaining unit, but because it upheld the principle of “equal pay for equal work” as enshrined in the International Covenant on Economic, Social and Cultural Rights. 1. Concept 2. Requisites for valid classification 3. Standards of judicial review a) Rational Basis Test b) Strict Scrutiny Test c) Intermediate Scrutiny Test E. Searches and seizures People v. Malmstedt (1991) Malmstedt (defendant) entered the Philippines in 1988. In 7 May 1989, defendant went to Baguio and the following day, went to Sagada and stayed there for 2 days. The NARCOM set up checkpoints near Sagada. Information was received that a Caucasian coming from Sagada had in his possession prohibited drugs. Malmstedt’s bus was stopped and NARCOM members conducted inspection. CIC Galutan noticed a bulge on defendant’s waist and suspecting that it was a gun, he asked for defendant’s passport and other documents but the latter failed to comply. Thereupon, Galutan ordered defendant to bring out whatever it was that was bulging on his waist. It turned out to be a pouch bag, which contained 4 suspiciouslooking objects wrapped in brown packing tape. The wrapped object contained hashish, a derivative of marijuana. Malmstedy was thus convicted for a violation of Dangerous Drug Act of 1972. The SC upheld the search and the conviction. There was sufficient probable cause for said officers to believe that accused was then and there committing a crime, arising from a) persistent reports of drugs being transported from Sagada, b) information that a Caucasian coming from Sagada on that day had drugs, and c) there was a bulge on the waist of defendant and he failed to present his passport. Malmstedt, at the time of the arrest, was actually in possession of illegal drugs, and thus caught in flagrante delicto. As there was a valid warrantless arrest, there was a lawful search even without a search warrant. People v. CFI (1980) One week before February 9, 1974, an undisclosed informer told RASAC (Regional Anti-Smuggling Action Center) that dutiable (taxable) goods will be transported from Angeles to Manila in a Blue Dodge car. As a result of the information thus gathered, 4,441 wristwatches and 1,075 bracelets of assorted brands were found in the car. Eventually, Hope and Medina were found guilty of smuggling. On appeal, the SC upheld the warrantless search. The Tariff and Customs Code grants persons duly commissioned to do warrantless searches if there is reason to suspect that the code being violated (i.e. suspecting the existence of smuggled items). The fact that the search was made of a moving vehicle justified the finding of probable cause all the more. Roan v. Gonzales (1986) Roan claimed to have been a victim of an illegal search and seizure conducted by military authorities, evidence acquired thereby being used as evidence in his case for illegal possession of firearms. While a 43 warrant was issued, none of the articles in the warrant were found. Rather, a Colt Magnum and 18 live bullets were found, which are now the bases of the charges against Roan. The warrant was void for absence of examination of the applicant. Even consent to the search cannot cure the invalidity of the warrant. As a result, the evidence gathered thereby is inadmissible. The plain view rule does not apply here. The weapon did not just appear. It was searched for by the authorities. Valmonte v. Villa (1989) On 20 January 1987, the National Capital Region District Command (NCRDC) was activated pursuant to Letter of Instruction (LOI) 02/87 of the Philippine General Headquarters, AFP. As part of its duty to maintain peace and order, the NCRDC installed checkpoints in various parts of Valenzuela, Metro Manila. Valmonte et al. sought the declaration of checkpoints in Valenzuela, Metro Manila and elsewhere as unconstitutional. The SC upheld the LOI. Not all searches and seizures are prohibited. Those which are reasonable are not forbidden. A reasonable search is not to be determined by any fixed formula but is to be resolved according to the facts of each case. The setting up of the questioned checkpoints in Valenzuela may be considered as a security measure to enable the NCRDC to pursue its mission of establishing effective territorial defense and maintaining peace and order for the benefit of the public. Between the inherent right of the state to protect its existence and promote public welfare and an individual's right against a warrantless search which is however reasonably conducted, the former should prevail. Aniag v. COMELEC (1994) In preparation for the 1992 national elections, COMELEC issued a resolution ordering a gun ban and the summary disqualification of candidates found to be engaged in gunrunning, using/transporting firearms, etc. Due to this, petitioner was asked by the Sergeant-at-Arms of the House of Reps to surrender the firearms issued to him by such office. Petitioner ordered his driver, Arellano, to deliver the firearms to the Batasan Complex. However, the PNP already set up a check-point about 20 meters from the Batasan entry. The car was searched, the firearms seized and Arellano was detained (but later released for his meritorious sworn explanation. Petitioner Congressman then went to the Office of the City Prosecutor to explain that the driver was just returning the firearms and that Arellano was neither a bodyguard/security officer. However, COMELEC still ordered the filing of Information against petitioner and his driver. The SC ruled that the search and seizure was invalid. It may be valid even if not authorized by authority, provided that the “search conducted at police or military checkpoints which we declared are not illegal per se, and stressed that the warrantless search is not violative of the Constitution for as long as the vehicle is neither searched nor its occupants subjected to a body search, and the inspection of the vehicle is merely limited to a visual search.” Also, a warrantless search could only be resorted to if the officers have probable cause to believe BEFORE the search that either 1) the motorist was an offender or that 2) the evidence related to the crime will be found in the vehicle searched. 1. Concept Guazon v. De Villa (1990) Guazon and the other petitioners claimed to be victims of “saturation drives” held by the military and police. The SC held that the saturation drives were unconstitutional, for having infringed on the right of the people against unreasonable searches and seizures. 2. Warrant requirement a) Requisites 44 PICOP v. Asuncion (1999) A raid was conducted on the PICOP compound, pursuant to a search warrant for that purpose. The raid yielded several illegally possessed firearms, and resulted in the conviction of various officers of PICOP for possession of illegal firearms. However, the SC found the issuance of the search warrant invalid, because the judge did not personally examine the complainant and other deponents, and the policeman who testified during the hearing had no personal knowledge that there were illegal firearms, and the warrants failed to describe the place to be searched with particularity. 3. Warrantless searches Manalili v. CA (1997) Manalili was charged with Illegal Possession of marijuana. He was arrested after being stopped and frisked, because he had reddish eyes and was walking in a swaying manner. He was convicted. Ruling on the validity of his arrest due to “stop-and-frisk,” the SC upheld the arrest. When dealing with a rapidly unfolding and potentially criminal situation where there is no time to secure an arrest or a search warrant, policemen should employ limited, flexible responses — like "stop-and-frisk" — which are graduated in relation to the amount of information they possess, the lawmen being ever vigilant to respect and not to violate or to treat cavalierly the citizen's constitutional rights against unreasonable arrest, search and seizure. People v. Marti (1991) Marti was convicted of possession of marijuana. The marijuana had been found by the proprietor of a shipping company where he attempted to have 4 packages of marijuana delivered abroad. The proprietor opened the packages, leading Marti to challenge the search as illegal. However, the SC upheld the conviction. The bill of rights, particularly the prohibition against warrantless searches does not bind parties other than the government. Stonehill v. Diokno (1967) 42 search warrants were issued, ordering police officers to search for documents, articles, etc, which could be used to violate the laws. The evidence found via the searches led to convictions for violations of Custom Laws, Tax Laws, and the Revised Penal Codes. The SC ruled that the warrants, being general warrants, were void. 4. Warrantless arrests Umil v. Ramos (1990) The petitioners were arrested for various offenses without warrants. They all filed petitions for habeas corpus. The SC denied the petitions. All the petitioners were arrested for continuing offenses like rebellion or inciting to sedition. Thus, an arrest of an NPA member while being treated for injuries at hospital was valid even without a warrant, as the offense of rebellion continued to be committed. The arrest was thus in flagrante delicto. People v. Chua Ho San (1999) Chua Ho San was convicted of possession of shabu. He was arrested after landing on the shore in a motorboat. Upon landing, he fled the scene until the police caught him. He was searched and a bag containing 28.7 kg of shabu was found on his person. The SC acquitted Chua, ruling that while a valid warrantless search may follow as a consequence of a valid warrantless arrest, here, the warrantless arrest, not being based on probable cause that an offense was committed, was void. As a result, the search and seizure was also void, and the bag of shabu was inadmissible as evidence. 45 People v. Aminnudin (1988) The PC officers received a tip from an informant that Aminnudin was bound for Iloilo onboard MV WILCOM 9 carrying marijuana. Aminnudin was searched and arrested after disembarking from the vessel. The PC officers found 3 kilos of marijuana in his bag. He was charged and found guilty of illegally transporting marijuana by the CFI of Iloilo. The decision was appealed to the SC. The SC ruled that there was no valid search and arrest so the evidence against him was inadmissible. He was acquitted. People v. Burgos (1986) Ruben Burgos was convicted by the Davao del Sur RTC for Illegal Possession of Firearms in Furtherance of Subversion. He was arrested while plowing his field. The Philippine Constabulary did not have a warrant. They based their operation on the sole testimony of Cesar Masamlok who allegedly was coerced by accused to join the NPA using his gun. The SC ruled that the arrest and subsequent search was illegal because it did not fall under the warrantless arrests covered by Rule 113, Sec. 6. Personal knowledge on the part of the arresting officer is important. Applying the Stonehill doctrine, the evidence was inadmissible. Burgos was thus acquitted. 5. Administrative arrests 6. Drug, alcohol and blood tests F. Privacy of communications and correspondence 1. Private and public communications 2. Intrusion, when allowed 3. Writ of habeas data G. Freedom of expression 1. Concept and scope People v. Nabong (1932) Nabong gave a speech to a gathering of communists, saying that they should overthrow the government, establish their own government of the poor and that they should use whips on the Constabulary men, whom he accused of being corrupt. The SC ruled that Nabong’s language advocated an overthrow of the government through violent means, and was therefore seditious. National Press Club v. COMELEC (1992) Three cases were filed, in the hopes of rendering void Section 11 of the RA 6646 or the Electoral Reforms Act, which prohibits the sale or donation of print, space and air time "for campaign or other political purposes," except to the Commission on Elections, on the ground of violation of the freedom of the press. The SC held that since the said section does not restrict news reporting by the mass media companies, nor does it reach commentaries and opinions of broadcasters and writers, the petition must be dismissed. The controversial provision has not gone outside the permissible bounds of supervision or regulation of media operations during election periods, which is granted to the COMELEC by the Constitution under Art. IX-C. Adiong v. COMELEC (1992) COMELEC Resolution No. 2347 was promulgated providing that campaign materials (stickers, printed materials, decals, leaflets etc.) may be posted only in authorized posting areas, as well as prohibiting the display of election propaganda in any place including mobile or stationary private/public places, except those in the allowable areas. The SC declared the resolution void on the ground that the prohibition of posting of stickers and other materials on an individual’s property does not only deprive the said individual from the use of his property (since the owner is not allowed to place campaign materials on his property) but also 46 deprives him of his right to free speech and information, since posting/placing such material or property expresses his political views or the candidates he believes in. US v. Bustos (1918) In the latter part of 1915, numerous citizens of the Province of Pampanga assembled, then prepared and signed a petition to the Executive Secretary, and five individuals signed affidavits, charging the justice of the peace of Macabebe and Masantol, Pampanga, with malfeasance in office and asking for his removal. The complainants charged that the justice of the peace solicited bribe money in consideration of favorable decisions. Criminal action was filed against the petitioners, charging that portions of the petition presented to the Executive Secretary were libelous. The SC acquitted Bustos et al. Express malice was not proved by the prosecution. Good faith surrounded the action of the petitioners. Their ends and motives were justifiable. The guaranties of a free speech and a free press include the right to criticize judicial conduct. The administration of the law is a matter of vital public concern. Whether the law is wisely or badly enforced is, therefore, a fit subject for proper comment. If the people cannot criticize a justice of the peace or a judge the same as any other public officer, public opinion will be effectively muzzled. In Re: Jurado (1995) Emil Jurado is a columnist-lawyer who wrote several articles about improper transactions in the judiciary. CJ Narvasa issued an administrative order creating an ad hoc committee to investigate corruption in the judiciary. Jurado was one of those invited to appear before the committee and to testify as to his knowledge as he had a lot to say about the topic in his columns. He refused. Some of the subjects of his writings also wrote to the SC saying that what he wrote were lies and asked the Court to take appropriate action. Doctrine: False reports about a public official or other person are not shielded from sanction by the cardinal right to free speech enshrined in the Constitution. Even the most liberal view of free speech has never countenanced the publication of falsehoods, specially the persistent and unmitigated dissemination of patent lies. a) Prior restraint (censorship) Franciso Chavez v. Secretary Raul Gonzalez (2008) After the 2004 National Elections, a controversy came out after cassette tapes that allegedly recorded conversations involving PGMA and Garcillano went on air. Given that such conversations were being aired all over broadcast media, Press Secretary Ignacio Bunye and the NTC, on separate occasions, issued warnings against broadcast companies to stop airing such information. Chavez asked that such warnings be declared null and void for violating freedom of speech, expression, and the press. The Court agreed with the petitioner given that the warnings, which were content-based restrictions, failed to pass the strict scrutiny standard and the clear and present danger test. The evidence of the respondents fell short of satisfying such standards required. People v. Perez (1923) Perez, the municipal secretary of Pilar, Sorsogon, met with Ludovice, and during their discussion said “The Filipinos, like myself, must use bolos for cutting off Wood's head for having recommended a bad thing for the Filipinos, for he has killed our independence." Leonard Wood was the Governor-General of the Philippine Islands. He was convicted of sedition. The SC upheld the conviction. A seditious attack on the Governor-General is an attack on the rights of the Filipino people and on American sovereignty. Perez’s words were seditious. Criticism, no matter how 47 severe, on the Executive, the Legislature, and the Judiciary, is within the range of liberty of speech, but when the intention and effect of the act is seditious, the constitutional guaranties of freedom of speech and press and of assembly and petition must yield to punitive measures designed to maintain the prestige of constituted authority, the supremacy of the Constitution and the laws, and the existence of the State. Eastern Broadcasting v. Dans (1985) Radio station DYRE, owned by Eastern Broadcasting, filed a petition to compel the respondents to reopen the station after it was summarily closed on grounds of national security. It was allegedly closed on the charge that it was used to incite sedition. No hearing was held and no proof was submitted to establish the factual basis for closure. While the case became moot and academic upon the withdrawal of EBC, the SC issued certain guidelines for similar circumstances: 1. The seven requisites of administrative proceedings in Ang Tibay v. CIR should be followed before a broadcast station is closed or its operations curtailed. 2. While there is no controlling and precise definition of due process, it furnishes an unavoidable standard to which government action must conform in order that any deprivation of life, liberty, or property, in each appropriate case, may be valid. 3. Media is entitled to the broad protection of freedom of speech and expression clause. The test for limitations on freedom of expression is the “clear and present danger rule” – that words are used in such circumstances and are of such nature as to create a clear and present danger that they will bring about the substantive evils that the lawmaker has a right to prevent. 4. Broadcasting has to be licensed. The freedom of television and radio broadcasting is somewhat lesser in scope than print media. This is because (1) broadcast media is more pervasive, and (2) easily accessible to children. Because of its pervasiveness, the impact of inflammatory or offensive speech on people would be difficult to monitor or predict. “Unlike readers of the printed work, the radio (and television) audience has lesser opportunity to cogitate, analyze, and reject the utterance.” 5. The clear and present danger test must take the particular circumstance of broadcast media into account. There has to be a balance between the government’s right to be protected against broadcasts which incite listeners to overthrow it, and the people’s right to be informed. 6. The freedom to comment on public affairs is essential to the vitality of a representative democracy. 7. Broadcast stations deserve the special protection given to all forms of media by the due process and freedom of expression clauses of the Constitution. (Sec. 1 and Sec. 4, Art. III). SWS v. COMELEC (2001) SWS and Kamahalan Publishing seek to enjoin COMELEC from enforcing Sec. 5.4 of RA 9006 (Fair Election Act) which prohibits the publishing of election surveys 15 days before the election of national candidates and 7 days before the election of local candidates. The petitioners wish to publish surveys covering the entire election period and argue that the resolution violates their right to free speech and expression. The SC held that the resolution is invalid as because (1) it imposes a prior restraint on the freedom of expression, (2) it is a direct and total suppression of a category of expression even though such suppression is only for a limited period, and that (3) the governmental interest sought to be promoted can be achieved by means other than suppression of freedom of expression. b) Subsequent punishment 2. Content-based and content-neutral regulations a) Tests b) Applications 48 Osmeña v. COMELEC (1998) This is a petition for prohibition, seeking a reexamination of the validity of §11(b) of RA No. 6646, which prohibits mass media from selling or giving free of charge print space or airtime for campaign or other political purposes, except to the COMELEC. Petitioners are candidates for public office in the upcoming elections, who contend that the events after NPC v. Comelec have shown undesirable effects because the ban on political ads has failed to level the playing field and has worked against poor candidates. The SC ruled that RA 6646 is a valid exercise of the power of the state to regulate media of communication to ensure equal opportunity. It merely regulates the time, place and manner of advertising of political ads and it does not abridge freedom of speech and of the press. Policarpio v. Manila Times (1962) Policarpio, executive secretary of the UNESCO National Commission, was charged with malversation of public funds and estafa through falsification of public documents. The Manila Times ran a story exaggerating the charges against her. The Manila Times claimed immunity because of the freedom of the press. The SC ruled that damages should be awarded to Policarpio. The freedom of speech and press immunity presuppose that the derogatory information they publish are both true and fair and made in good faith, without comments or remarks. Ayer Productions v. Judge Capulong (1990) Ayer Productions wanted to make a film about the EDSA Revolution titled “The Four-Day Revolution.” Sen. Enrile did not want to appear in the movie and sought to have the continued production enjoined. The SC did not grant the injunction. The subject matter of the film is of public interest. Even the right of privacy must yield to the freedom of expression, notwithstanding the fact that the film was made primarily for profit. Gonzalez v. Kalaw Katigbak (1985) Gonzalez, on behalf of Malaya Films, assails the Board’s classification of their production Kapit sa Patalim as “For Adults Only” and its resolution to issue a permit only if the petitioner makes certain changes and deletions. It was held that the Board did not commit any grave abuse of discretion because its resolution was supported by the fact that a number of scenes in the movie are not fit for public viewing. Hence the Court restated the test to determine obscenity: Whether to the average person, applying contemporary community standards, the dominant theme of the material taken as a whole appeals to prurient interest. Pita v. CA (1989) Pursuant to an Anti-Smut Campaign initiated by the Mayor of the City of Manila, magazines, publications and other reading materials, including Pita’s “Pinoy Playboy” magazines, believed to be obscene, pornographic and indecent were confiscated and burned in public. Pita thus filed a case for injunction to enjoin the City Mayor and his agents from confiscating plaintiff’s magazines or from preventing the sale or circulation thereof claiming that the magazine is a decent, artistic and educational magazine which is not per se obscene, and that the publication is protected by the Constitutional guarantees of freedom of speech and of the press. The SC dismissed the petition. Freedom of the press is not without restraint as the state has the right to protect society from pornographic literature that is offensive to public morals, as indeed we have laws punishing the author, publishers and sellers of obscene publications. Using the Kottinger rule, the test of obscenity is "whether the tendency of the matter charged as obscene, is to deprave or corrupt those whose minds are open to such immoral influences and into whose hands a publication or other article charged as being obscene may fall." Another is whether it shocks the ordinary and common sense of men as an indecency. Ultimately "whether a picture is obscene or indecent must depend upon the 49 circumstances of the case and that the question is to be decided by the "judgment of the aggregate sense of the community reached by it." 3. Facial challenges and the overbreadth doctrine 4. Tests 5. State regulation of different types of mass media 6. Commercial speech 7. Private vs. government speech 8. Heckler’s veto H. Freedom of religion 1. Non-establishment clause Aglipay v. Ruiz (1937) Gregorio Aglipay, the Supreme Head of the Philippine Independent Church, filed for a writ of prohibition against Juan Ruiz, Director of Posts, to stop him from selling postage stamps which commemorated the 33rd International Eucharistic Congress organized by the Catholic Church in Manila. Petitioner alleges that this violates the Constitutional provision prohibiting the use of public money for the benefit of any religious denomination. The Court denied the petition. The Director of Posts acted by virtue of Act No. 4052 which appropriated 60,000 pesos for the cost of printing of stamps with new designs. The stamps themselves featured a map of the Philippines. The government’s goal was to promote the Philippines. There was no religious goal. The proceeds of the sale of the stamps also went to the government and not to any church. Centeno v. Villalon-Pornillos (1994) The officers of a civic organization—Samahang Katandaan ng Nayon ng Tikay—launched a fund drive to renovate the chapel of Bgy Tikay in Malolos, Bulacan. Chairman Martin Centeno and Vicente Yco approached Judge Adoracion G. Angeles and solicited P1500 from her. This was done without a license from the DSWD. Angeles filed a complaint, and because of that, an information was filed against Centeno, Yco, and Religio Evaristo for violating Presidential Decree 1564, or the Solicitation Permit Law. On the infringement of religious freedoms, the SC discussed the dual nature of legislation on the subject of religion. On the one hand, it prevents the compulsion by law of the acceptance of any creed. On the other, it protects the free exercise of any chosen form of religion. Thus, there are two constitutional freedoms regarding religion—the freedom to believe and the freedom to act on the basis of one’s belief. While the former is absolute, the latter can be subject to regulation for the protection of society. In this case, the state may protect the public from fraudulent solicitation by requiring those who solicit to establish identity and authority to solicit. Even though the regulation resulting from such a policy may infringe religious acts, it is not invalid because the general regulation protecting citizens from unjust solicitation is not open to any constitutional objection. Victoriano v. Elizalde Rope Workers’ Union (1974) Victoriano is a member of Iglesia ni Cristo who is an employee at the Elizalde Rope Factory, and a member of the Elizalde Rope Workers’ Union. The company and the union are in a closed shop agreement where all employees must be a member of the collective bargaining union in order to maintain employment. RA 3350 was passed which states that CBAs shall no longer cover members of any religious sects which prohibit affiliation in any labor organization. The union assails the constitutionality of RA 3350 because it infringes on the right of association, impairs contracts and discriminates in favor of such members of religious sects. The Court upheld the constitutionality of RA 3350 because (1) the Union misread the law, which actually does not prohibit association, but only reinforces a person’s right to refrain from association, (2) the right to religion is superior over contractual rights, and (3) the 50 government may pass laws in pursuit of a valid secular cause even though this may be beneficial to some religions. American Bible Society v. City of Manila (1957) American Bible Society (ABS) is a nonstock, nonprofit, religious missionary corporation distributing and selling bibles/gospel portions in the Philippines. ABS was informed that it has to comply with Ordinance No. 3000 (obtain a mayor’s permit) and Ordinance No. 2529 (pay municipal license fee for the period covering 1945 to 1953 and amounting to 5, 821.45). ABS paid in protest and filed a case to declare said Ordinances void and to seek a refund. Trial court dismissed case. SC ruled that Ordinance 3000 is valid as it merely requires a mayor’s permit. Ordinance 2529 is also valid but cannot be made to apply to ABS because such license fee constitutes a restraint in the free exercise of religion. The constitutional guaranty of the free exercise and enjoyment of religious profession and worship carries with it the right to disseminate religious information. Any restraint of such right could only be justified like other restraints of freedom of expression on the grounds that there is clear and present danger of any substantive evil, which the State has the right to prevent. Ebralinag v. Division Superintendent (1993) Petitioners in this consolidated petition are high school and elementary students from Cebu who were expelled for not participating in the flag ceremony of their schools. They are represented by their parents. As Jehovah’s Witnesses, they consider the flag as an idol which, according to their religion, should not be worshipped. They believe that the flag ceremony is a form of worship which is prohibited by their religion. Respondents counter by invoking RA 1265, Department Order 8 and the ruling of Gerona v. Secretary of Education which upheld that all students should participate in the flag ceremony. The Court reversed the Gerona ruling and ruled in favor of the petitioners. Expelling them based on their religious beliefs would be a curtailment of their right to religious profession and worship and their right to free education. Iglesia Ni Cristo v. CA (1996) The Iglesia ni Cristo (INC) operates a TV program titled “Ang Iglesia ni Cristo.” The Board of Review for Motion Pictures and Television classified such program as rated X, being not fit for public viewing as it offends and constitutes an attack against other religions. The SC held that INC is protected by Art. III, Sec. 4 of the Constitution. The Board failed to show any imminent or grave danger that would be brought about by the telecast of the show. Also, the show itself is not an attack against, but rather a criticism of, other religions. Such ground (i.e., criticism) is not a valid ground in order to prohibit the broadcasting of the show. SC also affirmed MTRCB’s power to regulate these types of television programs citing the 1921 case of Sotto v Ruiz regarding the Director of Post’s power to check as to whether or not publications are of a libelous character. German v. Barangan (1985) German et al. converged at JP Laurel Street in Manila to hear mass at the St. Jude Chapel, which is near Malacañang. Respondents Barangan and Lariosa blocked them, saying that (1) their actions show that they are not there to hear mass, but to stage a demonstration, and (2) the security of President Marcos is of utmost concern. Petitioners filed a case, saying that Barangan and Lariosa impaired their constitutional freedom to exercise religion. The SC held that this freedom is not absolute. Good faith is required to validly exercise this freedom, and the facts show that the petitioners are not exercising good faith. Also, if the freedom clashes with a social or national interest, which in this case is the safety of the President, then the former must yield to the latter. Hence, the petition was dismissed. 51 a) Concept and basis b) Acts permitted and not permitted by the clause c) Test 2. Free exercise clause 3. Tests a) Clear and Present Danger Test b) Compelling State Interest Test c) Conscientious Objector Test I. Liberty of abode and freedom of movement Villavicencio v. Lukban (1919) Justo Lukban, as Manila City's Mayor, together with Anton Hohmann, the city's Chief of Police, took custody of about 170 women at the night of October 25 without their consent and knowledge and shipped them to Davao where they were signed as laborers. Said women are inmates of the houses of prostitution situated in Gardenia Street, in the district of Sampaloc. Villavicencio thus filed a petition for habeas corpus. The SC granted the petition, reasoning that public officials, within the reach of process, may not be permitted to restrain a fellow citizen of her liberty by forcing her to change her domicile and to avow the act with impunity in the courts, while the person who has lost her birthright of liberty has no effective recourse. Lorenzo v. Dir. of Health (1927) In accordance with the Revised Administrative Code, Lorenzo was confined for having leprosy. He filed a petition for habeas corpus alleging that his right to abode and freedom of movement was infringed. The SC denied the petition. The Director of Health was empowered to order lepers’ confinement in order to secure public health. 1. Limitations 2. Right to travel Rubi v. Provincial Board, supra. The right to travel can validly be suspended in the valid exercise of police power. Manotoc v. CA (1986) Ricardo Manotoc Jr. was not allowed to depart for the States pending a case filed with the SEC. He was later charged with estafa and was allowed by the Court to post bail. Even though released on bail, he was not allowed to leave the country. He thus filed a petition for certiorari seeking to annul the prior orders and the SEC communication request denying his leave to travel abroad, alleging that his right to travel had been violated. The SC held that it had not. The court has power to prohibit persons admitted to bail from leaving the country because this is a necessary consequence of the nature and function of a bail bond. The condition imposed upon petitioner to make himself available at all times whenever the court requires his presence operates as a valid restriction on his constitutional right to travel. a) Watch-list and hold departure orders 3. Return to one’s country 52 Marcos v. Manglapus, supra. The right to return to one’s country is separate from the right to travel and to abode. As such, it may be suspended by the President in the exercise of residual powers. J. Right to information 1. Limitations Valmonte v. Belmonte, supra. While the people have the right to information, including court records, and they may access the said records, they cannot compel judicial officers or custodians of official records to prepare lists, abstracts, summaries and the like in their desire to acquire information on matters of public concern 2. Publication of laws and regulations Tañada v. Tuvera, supra. 3. Access to court records Baldora v. Dimaano (1976) In a verified letter-complaint, the Municipal Secretary of Taal, Batangas, charged Municipal Judge Rodolfo B. Dimaano with abuse of authority in refusing to allow employees of the Municipal Mayor to examine the criminal docket records of the Municipal Court to secure data in connection with their contemplated report on the peace and order conditions of the said municipality. The Court ruled that Judge Dimaano (respondent) did not act arbitrarily since he allowed the complainant to open and view the docket books of the respondent under certain conditions and under his command and supervision. It has not been shown that the rules and conditions imposed by the respondent were unreasonable. 4. Right to information relative to: a) Government contract negotiations b) Diplomatic negotiations Akbayan v. Aquino, supra. The right to information does not include the records of diplomatic negotiations. K. Right of association People v. Ferrer (1972) Hon. Judge Simeon Ferrer is the Tarlac trial court judge that declared RA 1700 or the Anti-Subversive Act of 1957 a bill of attainder. The Anti Subversive Act of 1957 outlawed the CPP and similar associations penalizing membership therein, and for other purposes. It defined the Communist Party as an organized conspiracy to overthrow the Government, not only by force and violence but also by deceit, subversion and other illegal means. It declared that the CPP is a clear and present danger to the security of the Philippines. The SC upheld the Anti-Subversion Act of 1957. A bill of attainder is solely a legislative act. It punishes without the benefit of the trial. It is the substitution of judicial determination with a legislative determination of guilt. In order for a statute be measured as a bill of attainder, the following requisites 53 must be present: 1.) The statute specifies persons, groups, 2.) the statute is applied retroactively and reach past conduct. (A bill of attainder relatively is also an ex post facto law.) In the case at bar, the statute simply declares the CPP as an organized conspiracy for the overthrow of the Government for purposes of the Act. The Act applies not only to the CPP but also to other organizations having the same purpose and their successors. The Act’s focus is on the conduct not the person. Membership of these organizations to be unlawful, must be shown to have been acquired with the intent to further the goals of the organization by overt acts. Thus it is the element of membership with knowledge that is punishable. Further, the statute is prospective in nature. PBM Employees v. PBM, supra. A demonstration against the abuses of police is protected as an exercise of the right to peaceably assemble to petition the government for redress of grievances. JBL Reyes v. Bagatsing (1983) JBL Reyes, in behalf of the members of the Anti-Bases Coalition, sought a permit to rally from Luneta Park until the front gate of the US embassy. Manila Mayor Bagatsing denied the petition. The mayor claimed that there had been intelligence reports that indicated that the rally would be infiltrated by lawless elements. He thus issued City Ordinance No. 7295 to prohibit the staging of rallies within a 500-meter radius of the US embassy. The SC struck down the ordinance. While under international law, the receiving state is tasked with the protection of foreign diplomats from any lawless element, and while the Vienna Convention is a restatement of the generally accepted principles of international law, the same cannot prevail over the Constitutional rights to free speech and to peaceably assemble. L. Eminent domain People v. Fajardo (1958) Fajardo was convicted for violating an ordinance which penalized the construction of a building that destroys the view of the public plaza. The SC struck down the ordinance, ruling that it is unreasonable and oppressive, in that it operates to permanently deprive appellants of the right to use their own property; thus, it oversteps the bounds of police power, and amounts to a taking of appellant’s property without just compensation. Republic v. PLDT (1969) The BOT is a government arm engaged in the operation of telecommunication services in the country by utilizing such facilities as may be available in the area. After its creation, the BOT set up its own Government Telephone System (GTS) by renting the trunk lines of PLDT. BOT entered into an agreement with RCA Communications (a telecommunications company in the US with a domestic station in the Philippines), associate of PLDT, for joint overseas telephone service whereby BOT would convey overseas calls received by RCA to local residents. PLDT complained to the BOT that it violated their agreement since the trunk lines were used not only for the use of government offices but even to serve the general public in competition with the business of PLDT. When plaintiff failed to reply, PLDT disconnected the lines rented by plaintiff. The plaintiff commenced suit against PLDT to execute a contract for the use of the facilities of PLDT's telephones system under such conditions as the court may consider reasonable. The SC held that: The state, may, in the interest of national welfare, transfer utilities to public ownership upon payment of just compensation; there is no reason why the state may not require a public utility to render services in the general interest provided just compensation is paid. 54 Republic v. Castellvi (1974) The Republic of the Philippines (Philippine Air Force) leased the property of respondent Castellvi near Basa airbase on a yearly basis. In 1956, the respondent decided to terminate the lease contract and asked the petitioner to vacate the place. The petitioner did not comply, so the respondent filed an ejectment suit against petitioner. The respondent however filed expropriation proceedings warranting the dismissal of the ejectment suit. For the other respondent Gozun, her land was also being expropriated but there was no prior lease agreement with petitioner unlike in the case of Castellvi. The SC said that the prices in 1959 will apply since in 1947, they did not possess the property with a permanent characteristic seeing that they were just leasing on a yearly basis. Their possession did not also deprive the owner of the benefits of the land since they were paying rent. It was only in 1959 when they filed the expropriation proceedings that they gained possession with a permanent character when the lower court granted them such possession. The price of Php 10.00 however was quite high taking in consideration that the said properties could be sold on a range of Php 2.50 – 4.00 per sq meters and the fact that the value of the peso went down. The proper price is now at Php5.00 per square meters. This case is doctrinal for giving the elements of a compensable taking, to wit: 1. The expropriator must enter a private property 2. For more than a momentary period 3. Under warrant or color of legal authority 4. The property must be devoted to a public use or otherwise informally appropriated or injuriously affected 5. The owner must be ousted of all beneficial enjoyment of the property. De Knecht v. Bautista (1980) Aquino, as the Minister of Public Highways, made a plan for the extension of EDSA. The original plan was that the extension would cut through Cuneta Avenue. He changed this plan to a new one, wherein the extension would cut through Fernando Rein and Del Pan Streets. Petitioner De Knecht is a resident that will be affected by the new plan. She went to Pasay CFI to file a case, in order to enjoin Aquino and the Republic from going through with the new plan. Respondent Judge Bautista issued a writ of possession in favor of the Republic. The SC set aside the writ. To justify its decision, the SC used the recommendations of the Human Settlements Commission as basis. The Commission said that although the original plan was more expensive, it was a better choice, taking into consideration the progress and development of the country. Republic v. De Knecht (1990) Republic wanted to extend EDSA to Roxas Boulevard and also construct an outfall for flood waters. Along the planned extension route is De Knecht’s property. De Knecht does not want to sell her property. De Knecht filed a case titled De Knecht v Bautista which she won in 1980. The Court cited the social impact factor making expropriation of the land arbitrary. In 1983, the Batasang Pambansa passed BP340 expropriating the said property. The lower court granted petitioner’s (Republic) plea of denying the motion to dismiss expropriation proceeding citing said law. The SC affirmed said ruling stating that since residents have already moved, the social impact factor which was the basis in De Knecht v. Bautista has already disappeared, making the expropriation proceedings no longer arbitrary. The court also said that expropriation proceedings may be undertaken by the petitioner not only by voluntary negotiation with the land owner but also by taking appropriate court action or by legislation. 1. Concept 2. Expansive concept of “public use” 55 Association of Small Landowners v. Sec. of Agrarian Reform (1989) These are consolidated cases which involve common legal issues, including serious challenges to the constitutionality of the several measures such as P.D. No. 27, E.O. No. 228, Presidential Proclamation No. 131, E.O. No. 229, and R.A. No. 6657. The SC ruled that agrarian reform under the Constitution is an exercise of the power of eminent domain. There are traditional distinctions between the police power and the power of eminent domain that logically preclude the application of both powers at the same time on the same subject. Property condemned under the police power is noxious or intended for a noxious purpose, such as a building on the verge of collapse, which should be demolished for the public safety, or obscene materials, which should be destroyed in the interest of public morals. The confiscation of such property is not compensable, unlike the taking of property under the power of expropriation, which requires the payment of just compensation to the owner. To the extent that the measures under challenge merely prescribe retention limits for landowners, there is an exercise of the police power for the regulation of private property in accordance with the Constitution. But where, to carry out such regulation, it becomes necessary to deprive such owners of whatever lands they may own in excess of the maximum area allowed, there is definitely a taking under the power of eminent domain for which payment of just compensation is imperative. The taking contemplated is not a mere limitation of the use of the land. What is required is the surrender of the title to and the physical possession of the said excess and all beneficial rights accruing to the owner in favor of the farmer-beneficiary. This is definitely an exercise not of the police power but of the power of eminent domain Sumulong v. Guerrero (1987) NHA filed an expropriation complaint for petitioners’ land, which was granted by Buenaventura. Petitioners said that “socialized housing” was not “public use,” and that PD 1224, the law which the NHA used, was unconstitutional. The SC held that the expanded notion of public use, supported by Constitutional provisions on social justice and land reform, include the concept of socialized housing. They also held that eminent domain cannot be restricted just because the property is small. Individual interests must be subordinated to state or public interest. However, SC said that just compensation must take into account all factors, and the NHA’s valuations did not take into account individual factors. Also, to deny petitioners the opportunity to challenge the correctness of the valuations of just compensation is a denial of due process. The SC remanded the case back to the court of origin in order to determine the proper compensation. City Government v. Judge Ericta (1983) Quezon City enacted an ordinance entitled “An ordinance regulating the establishment, maintenance and operation of private memorial type cemetery or burial ground within the jurisdiction of Quezon City and providing penalties for the violation thereof”. The law basically provides that at least six (6) percent of the total area of the memorial park cemetery shall be set aside for charity burial of deceased persons who are paupers and have been residents of Quezon City for at least 5 years prior to their death, to be determined by competent City Authorities. QC justified the law by invoking police power. The SC held the law as an invalid exercise of police power. There is no reasonable relation between the setting aside of at least six (6) percent of the total area of all private cemeteries for charity burial grounds of deceased paupers and the promotion of health, morals, good order, safety, or the general welfare of the people. The ordinance is actually a taking without compensation of a certain area from a private cemetery to benefit paupers who are charges of the municipal corporation. Instead of building or maintaining a public cemetery for this purpose, the city passes the burden to private cemeteries. 3. Just compensation 56 EPZA v. Dulay (1989) The case concerns the land where the Mactan Export Processing Zone Authority in Cebu (EPZA) was to be constructed. San Antonio Development Corporation (SADC) claimed that the lands were expropriated to the government without them reaching the agreement as to the compensation. Respondent Judge Dulay then issued an order for the appointment of the commissioners to determine just compensation. It was later found out that the payment of the government to SADC would be P15 per square meter, which was objected to by the latter contending that under PD 1533, the basis of just compensation shall be fair and according to the fair market value declared by the owner of the property sought to be expropriated, or by the assessor, whichever is lower. The SC ruled that the mode of determination of just compensation in PD 1533 is unconstitutional. The method of ascertaining just compensation constitutes impermissible encroachment on judicial prerogative. It tends to render the courts inutile in a matter which, under the Constitution, is reserved to them for financial determination. The valuation in the decree may only serve as guiding principle or one of the factors in determining just compensation, but it may not substitute the courts’ own judgment as to what amount should be awarded and how to arrive at such amount. The determination of just compensation is a judicial function. The executive department or the legislature may make the initial determination but when a party claims a violation of the guarantee in the Bill of Rights that the private property may not be taken for public use without just compensation, no statute, decree, or executive order can mandate that its own determination shall prevail over the court’s findings. Reyes v. NHA (2003) The NHA expropriated the Reyes’ land, for the purpose of relocating squatters from Metro Manila. However, it instead planned to build low cost housing units. Reyes thus challenged the expropriation, claiming that the judgment of expropriation was forfeited when the NHA used the land for another purpose. The SC ruled that Reyes could not insist on a restrictive view of the eminent domain provision of the Constitution by contending that the contract for low cost housing is a deviation from the stated public use. It is now settled doctrine that the concept of public use is no longer limited to traditional purposes. The term "public use" has now been held to be synonymous with "public interest," "public benefit," "public welfare," and "public convenience." Thus, whatever may be beneficially employed for the general welfare satisfies the requirement of public use." In addition, the expropriation of private land for slum clearance and urban development is for a public purpose even if the developed area is later sold to private homeowners, commercials firms, entertainment and service companies, and other private concerns. The Constitution itself allows the State to undertake, for the common good and in cooperation with the private sector, a continuing program of urban land reform and housing which will make at affordable cost decent housing and basic services to underprivileged and homeless citizens in urban centers and resettlement areas. The expropriation of private property for the purpose of socialized housing for the marginalized sector is in furtherance of social justice. a) Determination Ansaldo v. CA (1990) Ansaldo’s land was taken by the Department of Public Works, Transportation and Communication. Twenty-six years later, Ansaldo asked to be compensated for the taking. The SC held that the determination of the value should be determined at the time of taking, not at the time of the filing of the suit. b) Effect of delay 57 4. Abandonment of intended use and right of repurchase 5. Miscellaneous application M. Contract clause Rutter v. Esteban (1953) Esteban bought 2 pieces of land on Aug. 20, 1941. He was able to pay the first 2 installments, but was not able to pay the next 2 installments, leading Rutter to file a suit to recover a sum of money. Esteban claimed that the enforcement of the payment was barred by RA 342, Sec. 2 of which provides that all debts and obligations contracted before Dec. 8, 1941 shall not be due and demandable for 8 years after settlement of the war damage claim of the debtor by the Philippine War Damage Commission. The next section provided that if Sec. 2 was made void and unenforceable, then the moratoriums would be revived and continue. The SC struck down the RA and the related moratorium for impairing contracts. The determination of the constitutionality of the moratorium statute is the determination of a period for the suspension of the remedy. Further, laws altering contracts impair the obligation thereof when they are unreasonable in light of the circumstances. Finally, impairment should only refer to the remedy and not to a substantive right. Here, the RA, in effect, gives 12 years before creditors could enforce their obligations. This is unreasonable and oppressive under the circumstances. Ortigas v. Bel-Air (1991) Jupiter Street was reclassified into a commercial zone from its former designation as a residential zone. Presley, who leases the property owned by the Almendrases in Jupiter street, operates a pandesal store in that address. Bel-Air Village Association asked them to shut it down pursuant to their agreement annotated in the TCT that the property would be used for residential purposes only. The SC, pursuant to its ruling in the Sangalang case, held that although the contract is binding between the parties, this may be impaired by a lawful exercise of police power—in this case, the reclassification of Jupiter into a commercial zone. Ortigas v. Feati (1979) Ortigas sold two lots in a subdivision along EDSA to Emma Chavez. These lots were supposed to only be used for residential purposes, and this stipulation was annotated on the TCT. Chavez sold the lots to Feati, who wanted to use the lots for commercial purposes. Their basis was Mandaluyong Municipal Council’s Resolution 27, classifying that area as commercial/industrial. The SC said that the nonimpairment clause must be balanced with the proper exercise of police power, and that the stipulations should be subordinate to the resolution. If the exercise of police power is done properly, the individual interests must be subordinate to the general welfare. 1. Contemporary application of the contract clause N. Legal assistance and free access to courts O. Rights of suspects 1. Availability 2. Requisites 3. Waiver P. Rights of the accused 1. Criminal due process 58 Estrada v. Sandiganbayan (2001) Former President Joseph Estrada was charged with plunder under RA 7080, the Plunder Law. He challenged the provision that “For purposes of establishing the crime of plunder, it shall not be necessary to prove each and every criminal act done by the accused in furtherance of the scheme or conspiracy to amass, accumulate or acquire ill-gotten wealth, it being sufficient to establish beyond reasonable doubt a pattern of overt or criminal acts indicative of the overall unlawful scheme or conspiracy.” The SC held that, while not every act needs to be proven beyond reasonable doubt, there is no violation of criminal due process, as it must still be proven that there is an unlawful scheme or conspiracy beyond reasonable doubt. US v. Ling Su Fan (1910) Ling Su Fan was convicted of exporting Philippine silver coins, pursuant to Act 1411. Ling Su Fan challenged the said act for being violative of due process. The SC upheld the Act, laying down the ff. requirements for due process of statutes: First: That there shall be a law prescribed in harmony with the general powers of the legislative department of the Government; Second: That this law shall be reasonable in its operation; Third: That it shall be enforced according to the regular methods of procedure prescribed; and Fourth: That it shall be applicable alike to all the citizens of the state or to all of a class. 2. Bail 3. Presumption of innocence 4. Right to be heard 5. Assistance of counsel People v. Espiritu (1999) Espiritu made an extra-judicial confession, assisted by Atty. Mangallay, whom he did not retain personally, but who was retained by his uncle. He thus challenged the validity of the confession. The SC upheld the confession. The right to counsel does not mean that the accused must personally hire his own counsel. The constitutional requirement is satisfied when a counsel is engaged by anyone acting on behalf of the person under investigation, or appointed by the court upon petition of the said person or by someone on his behalf. People v. Continente (2000) The trial court convicted the accused of murder. Among the evidence the trial court relied upon were the confessions of the accused. The accused argued that their confession were inadmissible in evidence, since they were not informed of their constitutional right. The written statements contained an explanation that the investigation dealt with the participation of the accused who chose not to give any statement to the investigator and a warning that any statement obtained from the accused might be used against them in court. They contained advice that the accused might engage the service of a lawyer of their own choice and that if they could not afford the service of a lawyer, they would be provided with one for free. Despite the manifestation of the accused that they intended to give their statements, the investigator requested two lawyers to act as counsel for the accused. The lawyers conferred with the accused before their investigation. The accused were informed of their constitutional rights in the presence of their counsel. The confessions are thus admissible in evidence. 59 People v. Obrero (2000) At Obrero’s custodial investigation, he was assigned a lawyer who was the station commander of another precinct. The SC held that his right to counsel was infringed upon, as the said lawyer could not be considered independent. 6. Right to be informed Pecho v. People (1996) Pecho was convicted of attempted estafa through falsification of official and commercial documents. The decision was assailed on the ground that the accused may not be convicted of that crime because the information was for a violation of RA 3019. He thus alleged violation of his right to be informed of this charge against him in the filing of the information. The SC upheld the conviction. The objectives of the right of the accused to be informed of the nature and cause of the crime of which he is charged are as follows: 1. To furnish the accused with such a description of the charge against him as will enable him to make his defense; 2. To avail himself of his conviction or acquittal for protection against a further prosecution for the same cause; and 3. To inform the court of the facts alleged, so that it may decide whether they are sufficient in law to support a conviction, if one should be had. In order that this requirement may be satisfied, facts must be stated, not conclusions of law. The complaint must contain a specific allegation of every fact and circumstance necessary to constitute the crime. What determines the real nature and cause of accusation against an accused is the actual recital of facts stated in the information or complaint and not the caption or preamble of the information or complaint nor the specification of the provision of law alleged to have been violated, they being conclusions of law. It follows then that an accused may be convicted of a crime which although not the one charged, is necessarily included in the latter. It has been shown that the information filed in court is considered as charging for two offenses, which the counsel of the accused failed to object to. Therefore he can be convicted for both or either of the charges. 7. Right to speedy, impartial and public trial 8. Right of confrontation 9. Compulsory process 10. Trials in absentia Q. Writ of habeas corpus Lansang v. Garcia, supra. The suspension of the writ of habeas corpus has 2 requisites: 1. Invasion, insurrection or rebellion or imminent danger thereof 2. Public safety requires the suspension. Here, the existence of the New People's Army is proof of rebellion regardless of how small it is. The absence of any other incident after the bombing is not proof of lack of rebellion. 60 R. Writs of amparo, habeas data, and kalikasan S. Self-incrimination clause Chavez v. CA (1968) Chavez was convicted of qualified theft of a motor vehicle. During the trial, Fiscal Grecia asked Chavez to be the first witness. Counsel for the accused opposed. Fiscal Grecia contends that the accused (Chavez) will only be an ordinary witness and not a state witness. Counsel for the accused averred that it will only incriminate his client. The testimony was permitted. The SC ruled that Chavez was forced to testify to incriminate himself, in full breach of his constitutional right to remain silent. It could not be said that he waived his right for he did not volunteer to take the stand and in his own defense; he did not offer himself as a witness. Beltran v. Samson and Jose (1929) Beltran, as a defendant for the crime of falsification, refused to write a sample of his handwriting as ordered by the respondent Judge, claiming a violation of his constitutional right against self-incrimination because such examination would give the prosecution evidence against him, which the latter should have procured in the first place. He also argued that such an act will make him furnish evidence against himself. The SC agreed, ruling that writing is something more than moving the body, or the hands, or the fingers; writing is not a purely mechanical act, because it requires the application of intelligence and attention and in the case at bar, writing means that Beltran is to furnish a means to determine whether or not he is the falsifier, as the petition of the respondent fiscal clearly states. For purposes of the constitutional privilege, there is a similarity between one who is compelled to produce a document, and one who is compelled to furnish a specimen of his handwriting, for in both cases, the witness is required to furnish evidence against himself. Bengzon v. Senate Blue Ribbon Committee, supra. The right against self-incrimination may be invoked by other witnesses only as questions are asked of them. Galman v. Pamaran (1985) Galman was made to testify before the Agrava board following the assassination of Ninoy Aquino. He invoked his right against self-incrimination. The SC held that it applied even in non-criminal proceedings, as the word “criminal” had been deleted from the Constitutional provision. Villaflor v. Summers (1920) In a criminal case before the CFI of Manila, Villaflor was charged with adultery. Upon petition by the fiscal, the court ordered Villaflor to submit her body to the examination of one or two competent doctors to determine if she was pregnant or not. Villaflor refused, claiming that it amounted to self-incrimination. The SC disagreed. The Court laid down the rule that the constitutional guaranty that no person shall be compelled in any criminal case to be a witness against himself, is limited to a prohibition against compulsory testimonial self-incrimination. The corollary to the proposition is that, on a proper showing and under an order of the trial court, an ocular inspection of the body of the accused is permissible. The proviso is that torture or force shall be avoided. 1. Scope and coverage 61 a) Foreign laws 2. Application 3. Immunity statutes T. Involuntary servitude and political prisoners US v. Pompeya (1915) An ordinance was passed, in accordance with Act 1309, requiring every able-bodied male resident of the municipality of Iloilo to render service on patrol duty. Pompeya was convicted for refusing to render such service. The SC upheld Act 1309 and the ordinance, holding that the power exercised under the provisions of Act No. 1309 falls within the police power of the state and that the state was fully authorized and justified in conferring the same upon the municipalities of the Philippine Islands and that, therefore, the provisions of the said Act are constitutional and not in violation nor in derogation of the rights of the persons affected thereby, in accordance with the time-honored obligation of the individual to assist in the protection of the peace and good order of his community. U. Excessive fines and cruel and inhuman punishments People v. Echegaray (1996) and Echegaray v. Sec. of Justice (1999) Echegaray was sentenced to death. The imposition of the death penalty was challenged on the ground that it constituted cruel and unusual punishment. The SC ruled that the imposition of the death penalty, per se, is not cruel and unusual punishment. The cruelty against which the Constitution protects a convicted man is cruelty inherent in the method of punishment, not the necessary suffering involved in any method employed to extinguish life humanely. People v. Dionisio (1968) Dionisio was fined for taking bets on a horse race without authority. He complained that the imposition of the fine was excessive, and constituted cruel and unusual punishment. Neither fines nor imprisonment constitute in themselves cruel and unusual punishment, for the Constitutional structure has been interpreted as referring to penalties that are inhumane and barbarous, or shocking to the conscience and fines or imprisonment are definitely not in this category. Nor does mere severity constitute cruel and unusual punishment. V. Non-imprisonment for debts Lozano v. Martinez (1986) The constitutionality of BP 22 was challenged, as it was alleged that it violated the constitutional prohibition against imprisonment for non-payment of debts. The SC upheld the law, ruling that the law punishes the act of issuing unfunded checks, not the non-payment of the debts which they represent. Serafin v. Lindayag (1975) Serafin failed to pay a simple indebtedness of P1500. Thus, a case was filed against her, which was admitted by the court. Serafin filed a case against respondent Judge for not dismissing the case and for issuing a warrant of arrest, as the debt she owed falls on the category of a simple indebtedness, since 62 elements of estafa are not present. Furthermore, she contended that no person should be imprisoned for non-payment of a loan of a sum of money. The court held that the judge committed grave abuse of discretion. Serafin did not commit any offense as her debt is considered a simple loan granted by her friends to her. Under the Constitution she is protected from imprisonment. W. Double jeopardy 1. Requisites People v. Obsania (1968) Obsania was charged with Robbery with Rape before the Municipal Court of Balungao. His counsel moved for the dismissal of the charge for failure to allege lewd designs in the information. Said motion was granted. From this order of dismissal, the prosecution appealed. The SC held that there was no double jeopardy in this case. In order that the accused may invoke double jeopardy, the following requisites must have obtained in the original prosecution a) b) c) d) valid complaint, competent court, the defendant had pleaded to the charge, defendant was acquitted or convicted or the case against him was dismissed or otherwise terminated without his express consent. Here, the converted dismissal was ordered by the Trial Court judge upon the defendant's motion to dismiss. The “doctrine of double jeopardy” does not apply when the case is dismissed with the express consent of the defendant. The dismissal will not be a bar to another prosecution for the same offense because his action in having the case is dismissed constitutes a waiver of his constitutional right or privilege for the reason that he thereby prevents the Court from proceeding to the trial on the merits and rendering a judgment of conviction against him. People v. Relova (1987) The People of the Philippines seeks to set aside the orders of Respondent Judge Hon. Relova quashing an information for theft filed against Mr. Opulencia on the ground of double jeopardy and denying the petitioner’s motion for reconsideration. Opulencia was charged under a Batangas ordinance for installing illegal electric wiring devices. The case was dismissed. Two months later, he was charged for theft of electricity under the Revised Penal Code. The Court dismissed the complaint on the ground of double jeopardy. The SC held that double jeopardy had attached in this case. The Bill of Rights gives two instances or kinds of double jeopardy. The first would be that “No person shall be twice put in jeopardy of punishment for the same offense and the second sentence states that “If an act is punishable by a law or an ordinance, the conviction or acquittal shall bar to another prosecution for the same act.” In the case at bar, it was evident that the charges filed against Mr. Opulencia will fall on the second kind or definition of double jeopardy wherein it contemplates double jeopardy of punishment for the same act. It further explains that even if the offenses charged are not the same, owing to the fact that the first charge constitutes a violation of an ordinance and the second charge was a violation against the Revised Penal Code, the fact that the two charges sprung from one and the same act of conviction or acquittal under either the law or the ordinance shall bar a prosecution under the other, thus making it against the logic of double jeopardy. 2. Motions for reconsideration and appeals 3. Dismissal with consent of accused 63 X. Ex post facto laws and bills of attainder Republic v. Fernandez (1956) Fernandez was assessed war profits taxes. He challenged the tax for being an ex post facto law. However, the SC ruled that the constitutional prohibition against ex post facto laws does not apply to tax statutes. People v. Ferrer, supra. The Anti-Subversive Act is not a bill of attainder. It was prospective in application, and does not single out persons, but conduct. 64 VIII. CITIZENSHIP A. Who Are Filipino Citizens B. Modes of Acquiring Citizenship C. Naturalization and Denaturalization D. Dual Citizenship and Dual Allegiance E. Loss and Re-Acquisition of Philippine Citizenship Coquilla v. Comelec (2002) Coquilla was born of Filipino parents in Oras, Eastern Samar, where he grew up and resided. In 1965, he joined the US Navy and was subsequently naturalized as a US citizen. On November 10, 2000, he took his oath as a citizen of the Philippines subsequently after his application for repatriation was approved. On November 21, 2000, he applied for registration as a voter of Butunga, Oras, Eastern Samar. On February 27, 2001, he filed his COC stating therein that he has been a resident of Oras, Eastern Samar for 2 years. This led Alvarez, incumbent mayor of Oras who was running for re-election, to seek the cancellation of the COC on the ground that the latter had resided in Oras for only about 6 months since when he took his oath as a citizen of the Philippines. The Supreme Court ruled that Coquilla was still an alien. A person loses Philippine citizenship and domicile of origin by becoming a U.S. citizen after enlisting in the U.S. Navy, as residence in the U.S. is a requirement for naturalization as a U.S. citizen. This results in the abandonment of domicile in the Philippines. The person may only be said to have been domiciled in the Philippines again once he repatriates or by an act of Congress, but the period before this act of reacquisition will not count in the residency requirement for elected officials. His status during that period is one of an alien who has obtained an immigrant visa and has waived his status as a non-resident. a. LAW ON PUBLIC OFFICERS b. ADMINISTRATIVE LAW A. General Principles Pangasinan Transportation Co. v. The Public Service Commission (1940) Petitioner, in questioning an unfavourable decision of the PSC, raised the issue that Section 1 of the Commonwealth Act No. 454 which granted PSC its powers is not a valid delegation of legislative power. 65 The theory of the separation of powers is designed by its originators to secure action and at the same time to forestall overaction which necessarily results from undue concentration of powers, and thereby obtain efficiency and prevent disposition. However, the maxim of delegatus non potest delegari or delegate potestas non potest delegari is apparent in the development of the principle of separation of powers. With the growing complexity of modern life, the multiplication of the subjects of governmental regulation, and the increased difficulty of administering the laws, there is a constantly growing tendency toward the delegation of greater powers by the legislature and toward the approval of the practice by the court. Manila Electric Company v. Pasay Transportation Company, Inc. et al. (1932) In question is the validity of Section 11 of Act No. 1446 which provided that members of the Supreme Court shall sit as a board of arbitrators in cases where any franchise or right of way is granted to any person or corporation other than an original grantee. The members of the Supreme Court cannot sit as a board of arbitrators to resolve disputes between public utilities. The issue is not whether or not there has been a delegation of legislative authority to a court but rather whether or not the members of the Supreme Court have the legal right to sit as a board of arbitrators and act in such capacity. The Supreme Court of the Philippine Islands represents one of the three divisions of power in our government. It is judicial power and judicial power only which is exercised by the Supreme Court. Just as the Supreme Court, as the guardian of constitutional rights, should not sanction usurpations by any other department of the government, so should it as strictly confine its own sphere of influence to the powers expressly or by implication conferred on it by the Organic Act. The Supreme Court and its members should not and cannot be required to exercise any power or to perform any trust or to assume any duty not pertaining to or connected with the administering of judicial functions. Noblejas v. Teehankee (1968) Commissioner of Land Registration Noblejas asserted that the Secretary of Justice has no disciplinary powers over him as RA No. 1151 entitled the Commissioner of Land Registration to the same compensation, emoluments and privileges as those of a Judge of Court of First Instance and thus, he may only be investigated by the Supreme Court. To adopt Noblejas’ theory would mean placing upon the Supreme Court the duty of investigating and disciplining all these officials, whose functions are plainly executive, and the consequent curtailment by mere implication from the Legislative grant, of the President's power to discipline and remove administrative officials who are presidential appointees, and which the Constitution expressly placed under the President's supervision and control. There is no inherent power in the Executive or Legislature to charge the judiciary with administrative functions except when reasonably incidental to the fulfillment of judicial duties. The court was brought into being by the judiciary article of the Constitution, is invested with judicial power only and can have no jurisdiction except over cases and controversies falling within the classes enumerated in that article. It cannot give decisions which are merely advisory; nor can it exercise or participate in the exercise of functions which are essentially legislative or administrative. 66 In re Rodolfo Manzano (1988) RTC Judge Manzano was designated as a member of the Ilocos Norte Provincial Committee on Justice created pursuant to Presidential Executive Order No. 856. He sought the Supreme Court’s permission to accept the appointment. The Provincial/City Committees on Justice perform administrative functions. Administrative functions are those which involve the regulation and control over the conduct and affairs of individuals for their own welfare and the promulgation of rules and regulations to better carry out the policy of the legislature or such as are devolved upon the administrative agency by the organic law of its existence. Under the Constitution, the members of the Supreme Court and other courts established by law shall not be designated to any agency performing quasi-judicial or administrative functions. B. ADMINISTRATIVE AGENCIES C. POWERS OF ADMINISTRATIVE AGENCIES 1. Quasi-legislative (rule-making) powers Non-delegation doctrine Compania General de Tabacos de Filipinas v. Board of Public Utility Commissioners (1916) Pursuant to Act No. 2307, the Board required Compania to present annually a detailed report of finances and operations of such vessels as are operated by it as a common carrier within the Philippines, in the form and containing the matters prescribed by the Board. Act No. 2307 constitutes an undue delegation of legislative power as Legislature seems simply to have authorized the Board to require what it wants, thereby delegating to the latter all its powers over a given subject matter in a manner almost absolute. A law must be complete, in all its terms and provisions, when it leaves the legislative branch of the government, and nothing must be left to the judgement of the delegate, so that, in its form and substance, it is a law in all its details, in presenti, but which may be left to take effect in future, if necessary, upon the ascertainment of any prescribed fact or event. People v. Vera (1937) The constitutionality of Act No. 4221 is being assailed for the reason that it unduly delegates legislative power in that the provincial boards were given the power to decide whether the law would be effective within their territory or not. The efficiency of an act as a declaration of legislative will must come from Congress although the ascertainment of the contingency upon which the act shall take effect may be left to such agencies as it may designate. Pelaez v. Auditor General (1965) The President, purporting to act pursuant to Section 68 of the Revised Administrative Code, issued several Executive Orders creating 33 municipalities. Section 68 was assailed to be an undue delegation of legislative power. 67 The authority to create municipal corporations is essentially legislative in nature. Congress may delegate to another branch of the government the power to fill in the details of the execution of the law. For such to be valid, the law must be complete in itself and it must fix a standard to which such delegate must conform in the performance of his duties. Edu v. Ericta (1970) The Reflector Law and the administrative order issued to implement it were assailed as an undue delegation of legislative power. To determine whether or not there is an undue delegation of legislative power, the inquiry must be directed to the scope and definiteness of the measure enacted. The legislature does not abdicate its functions when it describes what job must be done, who is to do it, and what the scope of his authority is. To avoid the taint of unlawful delegation, there must be a standard, which implies at the very least that the legislature itself determined matters of principle and lay down fundamental policy. Free Telephone Workers Union v. Minister of Labor and Employment (1981) FTWU alleged that the delegation to the Minister of Labor and Employment the power and discretion to assume jurisdiction and/or certify strikes for compulsory arbitration to the NLRC constitutes an undue delegation of legislative power. The regulations made to implement a legislative policy should be germane to the purpose of the law and the regulation should not be in contradiction with it, but conforms to the standards that the law prescribes. The strict non-delegation rule enunciated in People vs. Vera may be considered too rigid and inflexible, especially for the social and economic legislation needed by the times. PHILCOMSAT v. Alcuaz (1989) NTC which was granted by EO 19 with the jurisdiction, control and regulation over PHILCOMSAT reduced PHILCOMSAT’s rates by 15%. In the delegation of rate-fixing power of the legislature, the only standard which the legislature is required to prescribe for the guidance of the administrative authority is that the rate be reasonable and just. EO 546 which created the NTC limited it by the requirements of public safety, public interest, reasonable feasibility and reasonable rates, which conjointly more than satisfy the requirements of a valid delegation of legislative power. Chiongbian v. Orbos (1995) RA 6735 gave the President the power to merge the regions that did not opt to join the ARMM. Thus, through an Executive Order, the President reorganized the cities and the provinces which did not opt to join the ARMM, into new regions. The law was assailed to be an undue delegation of legislative power because it does not provide a standard for the exercise of any power delegated. A legislative standard need not be express. It may simply be gathered or implied, and may be embodied in other statutes on the same subject as that of the challenged legislation. The standard for the power to 68 merge existing regions is also to be found in RA 5345 giving the President the power to reorganize the Executive department “to promote simplicity, economy, and efficiency” in the government. ABAKADA v. Ermita (2005) A proviso in the VAT Reform Act states that “the President, upon the recommendation of the Secretary of Finance, shall, effective January 1, 2006, raise the rate of value-added tax to 12%” is at issue on the ground that it constitutes undue delegation of legislative powers to the President. The proviso is constitutional. There is only a delegation of ascertainment of facts upon which enforcement/administration of the 12% increase is contingent. While the power to tax cannot be delegated to executive agencies, details as to the enforcement/administration of an exercise of such power may be left to them, including the power to determine the existence of facts on which its operation depends. Permissible delegation a. Ascertainment of fact Lovina v. Moreno (1963) RA 2056 was assailed to be unconstitutional because it invests the Secretary of Public Works and Communications with sweeping, unrestrained, final, and unappealable authority to pass upon the issues of whether a river or stream is public and navigable, whether a dam encroaches upon such waters and is constitutive as a public nuisance, and whether the law applies to the state of facts. RA 2056 does not constitute an unlawful delegation of judicial power to the Secretary of Public Works. The mere fact that an officer is required by law to inquire into the existence of certain facts and to apply the law thereto in order to determine what his official conduct shall be and the fact that these acts may affect private rights do not constitute an exercise of judicial powers. b. Filling in of details Alegre v. Collector of Customs (1920) Act 3263 which created and empowered the Fiber Standardization Board to determine the official grades of Philippine fibers, and which imposed a limit on exports of fibers without certification by the Fiber Standardization Board was assailed to be unconstitutional on the ground that it was an invalid delegation of legislative power. The power delegated to the board was merely to enforce the intent and purpose of the law. The legislature itself could not grade, inspect, and bale the hemp, and so the Fiber Standardization Board was properly vested with the administrative power to do so and embody the purpose and intent of the law. 69 Limits on Rule-Making Power Olsen & Co. v. Aldanese (1922) Collector of Internal Revenue issued AO 35 pursuant to the rule-making power granted it Act 2613 and required that cigars for export be long-filler as such was the product of Cagayan, Isabela and Nueva Vizcaya. The authority of the Collector to make any rules and regulations must be founded upon some legislative act, and that they must follow and be within the purview of the act. Syman v. Jacinto (1953) A memorandum order issued by the Insular Collector of Customs provided that seizure cases, whether appealed or not, are subject to review by the Insular Collector; that such decisions and their supporting papers should be submitted to his office; and that pending action by him on such decisions, final disposal of the goods shall not be made. The Memorandum Order is invalid for failing to comply with Section 551 of the Revised Administrative Code that forms and regulations must be approved by the Department Head and published in the Official Gazette or otherwise publicly promulgated to become effective. People v. Maceren (1977) 5 accused used an electrocuting device to catch fish through electric current and were charged with having violated the Fisheries Administration Order No. 84-1. The Secretary of Agriculture and Natural Resources exceeded his authority in issuing the AO. The Fisheries Law does not expressly prohibit electro-fishing. Rule-making power must be confined to details for regulating the mode or proceeding to carry into effect the law as it had been enacted. The legislature cannot delegate the power to declare what shall constitute a crime and how its hall be punished, which is a power vested exclusively in it. Toledo v. CSC (1991) Toledo was appointed to a position in COMELEC when he was 57 years old. However, Section 22, Rule III of the Civil Service on Personnel Action and Policies (CSRPAP) prohibits the appointment of persons 57 years old or above into the government service without prior approval by the CSC. The statute creating the CSC contained no provision limiting persons in the public service by age. This prohibition was purely a creation of the CSC and thus cannot be valid, having no basis in the law which it was meant to implement. The administrative rules must be germane to the purpose of the law which it was meant to implement. Commissioner of Internal Revenue v. CA (1995) ROH’s request to avail of the one-time tax amnesty granted by EO 41 was denied since Revenue Memorandum Order No. 4-87 implementing the EO construed the amnesty coverage to include only assessments issued by the BIR after the promulgation of the EO. 70 Issuances must remain consistent with the law. EO 41 was very explicit, requiring nothing more than a simple application of its provisions. Land Bank of the Philippines v. CA (1995) DAR issued an administrative order permitting the opening of trust accounts or the earmarking of a sum by the LBP, in lieu of depositing in cash or LBP bonds in an accessible bank designated by DAR the compensation for the land taken under RA 6657. Section 16(e) of RA 6657 explicitly provided that the deposit must be made in cash or through LBP bonds. Compensation cannot be made through earmarking or the establishment of a trust fund. The power of administrative agencies is confined to implementing the law or putting it into effect. Corollary to this, administrative regulations cannot extend the law and amend a legislative enactment. Settled is the rule that administrative regulations must be in the harmony with the provisions of the law. GMCR v. Bell Telecommunications (1997) NTC is a collegiate body, requiring a majority vote out of the three members of the commission in order to validly decide a case. Corollarily, pronouncements issued solely by the Chairman/Commissioner are contrary to law. Administrative regulations derive their validity from the statute that they were intended to implement. They must not restrict, expand, diminish, supplant or modify the law. Association of Philippine Coconut Desiccators v. Philippine Coconut Authority (1998) PCA issued a resolution declaring that it is withdrawing from all regulation of the coconut processing industry in that its regulation would only be limited to monitoring. PCA was charged to carry out the State’s policy to promote the rapid integrated development and growth of the coconut and palm oil industry. PCA’s resolution disregards such legislative purpose. Any change in the policy must be made by the legislative department of the government. It is beyond the power of an administrative agency to dismantle it. Ople v. Torres (1998) Administrative Order 308 (Adoption of a National Computerized Identification Reference System) is null and void for being unconstitutional as it does not merely implement the legislative policy of the Administrative Code but establishes a computerized reference system which requires a delicate adjustment of various contending state policies. An administrative order may not unilaterally impose a new legislative policy. Philippine Bank of Communications v. CIR ( 1999) Memorandum circulars are in the nature of administrative rulings, and while given great weight, are not conclusive and may in fact be ignored if they are erroneous. The State cannot be estopped by the mistakes or errors of its officials or agents. 71 China Banking Co. v. Board of Trustees of HDMF (1999) The rules and regulations which are the product of a delegated power to create new or additional legal provisions that have the effect of law should be within the scope of the statutory authority granted by the legislature to the administrative agency. The power cannot be extended to amending or expanding the statutory requirements or to embrace matters not covered by the statute. Publication and effectivity People v. Que Po Lay Que Po Lay was convicted under the penal provision of Central Bank Circular No. 20 for failing to sell foreign exchange a day after he acquired it. The law was published only after the act was committed. Circulars which prescribe a penalty for its violation should be published before becoming effective for the people to be officially informed. Before the public may be bound by its contents, especially its penal provisions, a law, regulation or circular must be published and the people officially and specifically informed of said contents and penalties. Tañada v. Tuvera (1980) All laws must be published in full, except issuances which are internal in nature, letters of instruction concerning guidelines to be followed by subordinates, or municipal ordinances (covered by LGC). Article 2 of the Civil Code requires publication to be made in the Official Gazette and the clause “unless otherwise provided,” refers to the date of effectivity, not the requirement of publication. Publication is indispensable, and to omit it would offend due process, denying public knowledge of the laws. Section 6 of Article III of the 1987 Constitution recognizes “the right of the people to information on matters of public concern” which applies especially to legislative enactments. Philippine Association of Service Exporters, Inc. v. Torres (1992) DOLE issued DO 16 temporarily suspending the recruitment by private employment agencies of Filipino domestic helpers bound for HK and the POEA issued Memorandum Circular Nos. 30 and 37 in relation to said DO. These issuances were alleged to have not met the publication requirement as they were not filed with the Office of the National Administrative Register (ONAR). The issuances are invalid for lack of publication as required in Art. 2 Civil Code (Official Gazette), Art. 5 Labor Code (circulars published in newspapers of general circulation), and Section 3(1) and 4, Chapter 2, Book VII of the Administrative Code (filing with UP Law Center). Administrative rules and regulations must be published if their purpose is to enforce or implement existing law pursuant to a valid delegation. Republic v. Express Telecom Co. (2002) The 1993 Revised Rules of the NTC were not published in a newspaper of general circulation, thus, they did not take effect. Even though the 1993 Rules were filed with the UP Law Center, in accordance with Section 3, Chapter 2, Book VII of the Administrative Code, the same is not the operative act that gives rules valid force and effect since the bulletin of codified rules by the ONAR is furnished only to the Office of the President, Congress, all appellate courts, the National Library, and other public officers or agencies 72 specified by Congress. Publication in the Official Gazette or newspaper of general circulation is required before laws can take effect. Republic v. Pilipinas Shell Petroleum Corporation (2008) Although the circulars were issued before the 1987 Administrative Code was enacted, such circulars were not exempt from the publication requirement because the Administrative Code required that existing rules must be registered within 3 months from the date of the Administrative Code’s effectivity. Publication is indispensable in order that all statutes, including administrative rules intended to enforce or implement existing laws, may have binding force and effect. Such requirements were put in place as safeguards against abuses on the part of the lawmakers and as guarantees to the constitutional right to due process and to information on matters of public concern. Board of Trustees of GSIS v. Velasco (2011) The assailed resolutions pertain only to internal rules to regulate GSIS personnel, thus, there was no need to comply with the publication or filing requirements. According to the UP Law Center’s guidelines, “interpretative regulations, and those merely internal in nature, that is, regulating only the personnel of the administrative agency and not the public” need not be filed with the center. Interpretative Rules Hilado v. Collector (1956) While the Collector had the authority under the NIRC to issue circulars as an interpretation or interpretative regulation of the code, the Secretary of Finance is empowered to revoke, repeal, or abrogate the acts or previous rulings if such were based on an incorrect construction of a statute. There are no vested rights to be taken from a wrong interpretation of the law. An administrative officer cannot change a law enacted by Congress. Victorias Co. vs. Social Security Commission (1962) Rules and regulations issued by an administrative agency are binding on courts so long as the procedure fixed for its promulgation is followed and its scope is within the statutory authority granted by the legislature, even if the courts are not in agreement with its innate wisdom. On the other hand, administrative interpretation of the law is at best merely advisory, for it is the courts that finally determine what the law means. Peralta v. CSC (1992) When an administrative agency or executive agency renders an opinion or issues a statement of policy, it merely interprets a pre-existing law; and the administrative interpretation of the law is at best advisory, for it is the courts that finally determine what the law means. Administrative construction is not necessarily binding upon the courts. However, action of an administrative agency may be disturbed or set aside by the judicial department if there is an error of law, or abuse of power or lack of jurisdiction or grave abuse of discretion clearly conflicting with either the letter or the spirit of a legislative enactment. 73 Examples of Rule-making in various agencies Bureau of Forestry Director of Forestry v. Munoz Piadeco’s Spanish title cannot be used to register under Forestry Administrative Order No. 12-2. This AO has the force and effect of law, it was promulgated pursuant to Section 1817 of the Administrative Code which empowered the Bureau of Forestry “to issue regulations deemed expedient or necessary to secure the protection and conservation of the public forests in such manner as to insure a continued supply of valuable timber and other forest products for the future, and regulating the use and occupancy of the forests and forest reserves, to the same end.” When Congress authorized the promulgation of administrative rules and regulations to implement laws, all that is required is that it be germane to the purpose of the law and that it conforms to the standards set by the same. Board of Examiners of Nurses Sand v. Abad Santos Educational Institution (1974) Article VIII, Rule 69, Section 5 of the Rules and Regulations of the Board of Examiners for Nurses provided for periodic inspection of nursing schools, and barred graduates of such schools that do not comply with the minimum requirements and standards from admission to the nurses’ examination or registration as a nurse. The rule is valid and applicable to all nursing schools. Statutory authority exists for the Board to conduct periodic inspections of nursing schools in order to discharge its supervisory and regulatory functions vested in it under the Philippine Nursing Act. Philippine Patent Office American Tobacco v. Director of Patents (1975) Rule 168 of the Revised Rules of Practice before the Philippine Patent Office in trademark cases allowing the Director of Patents to delegate the hearing of proceedings to other officers, with the proviso that all judgements must be prepared by the Director, is assailed because the law states that the Director must hear all cases. The rule is valid. The power conferred upon an administrative agency to which the administration of a statute is entrusted to issue such regulations and orders as may be deemed necessary or proper in order to carry out its purposes and provisions may be an adequate source of authority to delegate a particular function, unless by express provision of the act or by implication it has been withheld. The rule that requires an administrative officer to exercise his own judgment and discretion does not preclude him from utilizing the aid of subordinates to investigate and report to him the facts, on the basis of which the officer makes his decision. 74 Philippine Overseas Employment Administration Conference of Maritime Manning Agencies, Inc. v. POEA POEA issuances are being assailed as invalid because POEA allegedly has no authority to fix rates affecting death and workmen’s compensation of Filipino seamen working in ocean-going vessels. Legislative discretion as to the substantive contents of the law cannot be delegated. What can be delegated through is the discretion to determine how the law may be enforced. Congress may constitutionally delegate the authority to promulgate rules and regulations to implement a given legislation and effectuate its policies because the legislature may find it impracticable, if not impossible, to anticipate situations that may be met in carrying the law into effect. Movie and Television Review and Classification Board Soriano v. Laguardia MTRCB suspended the show of Ang Dating Daan because the host made offensive remarks against a person from another sect. The power of the MTRCB to regulate and supervise the exhibition of TV programs carries with it or necessarily implies the authority to take effective punitive action for violation of the law sought to be enforced. 2. Quasi-Judicial (adjudicatory) functions Power to issue subpoena, declare contempt Evangelista v. Jarencio (1975) Manalastas was subpoenaed by the PARGO in connection with investigations regarding corrupt transactions in the Manila city government. Under its enabling law, the PARGO enjoys the authority to issue subpoenas in its conduct of fact-finding investigations. This power is not limited to PARGO’s exercise of quasi-judicial or adjudicatory functions. Investigations are useful for all administrative functions, not only for rule making, adjudication, and licensing, but also for prosecuting, for supervising and directing, for determining general policy, for recommending, legislation, and for purposes no more specific than illuminating obscure areas to find out what, if anything, should be done. A subpoena meets the requirements for enforcement if the inquiry is: (1) within the authority of the agency; (2) the demand is not too indefinite; (3) the information is reasonably relevant. Guevara v. COMELEC (1958) Comelec ordered Guevara to show cause why he should not be punished for contempt for having published an article which allegedly tended to influence the Comelec in the adjudication of a controversy regarding contracts to manufacture ballot boxes. Comelec has no power or authority to submit Guevarra to contempt proceedings if its purpose is to discipline him because of the publication of the article. In proceeding on the preparation of ballot boxes, it only discharged a ministerial duty; it did not exercise any judicial function. Such being the case, it could not exercise the power to punish for contempt as 75 postulated in the law, for such power is inherently judicial in nature. Its exercise by administrative bodies has been invariably limited to making effective the power to elicit testimony. The exercise of that power by an administrative body in furtherance of its administrative function has been held invalid. Catura v. CIR (1971) CIR, in connection with a complaint filed for unauthorized disbursement of union funds, issued an order requiring and directing the petitioners who were union officers, “to deliver and deposit to the Court “all the said Association's book of accounts, bank accounts, pass books, union funds, receipts, vouchers and other documents related to the finances of the said labor union at the hearing of this petition x x x”. The Court recognized the power of the administrative agency to issue subpoenas even if there was no explicit statutory grant because it was necessary to assure the effective administration of the statute involved. Tolentino v. Inciong (1979) NLRC Chairman Inciong issued subpoenas requiring Tolentino and CFI Judge de los Angeles to appear before NLRC to explain why they should not be held in contempt for trying to use “old society tactics” to prevent union election duly ordered by the NLRC under PD 21. The subpoenas were beyond Inciong’s power to issue. The concern of Inciong that the objectives of the law should be attained did not warrant his exercise of a power which was not conferred. The competence "to hold any person in contempt for refusal to comply” certainly cannot extend to a judge of the court of first instance. Warrants of arrest, administrative searches Qua Chee Gan v. Deportation Board (1963) Deportation Board issued warrants of arrest against Qua Chee Gan and 6 others, all aliens, who were charged with the unauthorized purchase/remittance of U.S. dollars, as well as attempted bribery of a Central Bank official and a U.S. Air Force captain to evade prosecution. The President’s power to investigate may be delegated, so the Board may conduct the investigation as the authorized agent of the President. But it was not clear whether the President’s authority carries with it the power to order the arrest of the alien complained of. Assuming that the President possesses such a power, he cannot validly delegate it because the discretion of whether a warrant of arrest shall issue or not is personal to the one upon whom the authority devolves. Official functions requiring the exercise of discretion and judgment may not be delegated. Vivo v. Montesa (1968) Immigration issued warrants of arrest against 7 persons for the purpose of bringing them before the Commissioner to show cause why they should not be deported for fraudulently entering the country. The issuance of the warrants of arrest by the Immigration Commissioner and the arrest pursuant to such administrative warrant are in conflict with Bill of Rights as warrants may only be issued by a judge. The arrest of a foreigner necessary to carry into effect the power of deportation is valid only when there is already an order of deportation. To carry out the order of deportation, the President obviously has the 76 power to order the arrest of the deportee. But, certainly, during the investigation, it is not indispensable that the alien be arrested. Santos v. Commissioner (1976) Santos was arrested by virtue of warrant of arrest issued by the Commissioner of the Bureau of Immigration while his deportation case was pending. The Qua Chee Gan ruling was applied. The Commissioner cannot issue a warrant of arrest for purposes of investigation. But the Commissioner can issue it if there already was a deportation order. Harvey v. Defensor-Santiago (1988) Petitioners were charged for committing acts of “pedophilia.” A warrant of arrest was issued by the judge and they were apprehended. They however questioned the authority of the Commissioner of Immigration and Deportation to arrest and detain them. Deportation proceedings are administrative in character and never construed as a punishment but a preventive measure. It is summary and nature and therefore, it need not be conducted strictly in accordance with ordinary court proceedings. What is essential is that there be a specific charge against the alien intended to be arrested and deported. A fair hearing must also be conducted with assistance of a counsel if desired. The charge must be substantiated by competent evidence, hearsay evidence may even be admitted. Lucien Tran Van Nghia v. Liwag (1989) Lucien, a French national was arrested without a warrant. He contended that the Commissioner of Immigration and Deportation had no power, authority, or jurisdiction to cause his arrest because it was made in violation of Art. III, Sec. 2 of the 1987 Constitution. Although the requirement of probable cause to be determined by a Judge does not extend to deportation proceedings, there should still be a specific charge against the alien intended to be arrested and deported; a fair hearing should be conducted with the assistance of counsel, if desired; and the charge should be substantiated by competent evidence. Salazar v. Achacoso (1990) Petitioner was charged with illegal recruitment. Law enforcers went to her residence where it was discovered that she was operating a dance studio. Documents and other personal property were seized. The warrant was not issued by a judge, but by the Secretary of Labor; and, assuming that the Secretary of Labor is authorized to issue warrants, the same is invalid for being “general”. Board of Commissioners (CID) v. De la Rosa (1991) 28 years after Gatchalian was admitted as a Filipino citizen, the Board of Commissioners issued a mission order/ warrant of arrest against him so he could be investigated for violating the Immigration Act. 77 The Board cannot issue warrants of arrest for investigative purposes. In implementing the Immigration Act, the Commissioner of Immigration could issue warrants of arrest only after the Board determined the existence of the ground for deportation as charged against the alien. Imposition of Fines and Penalties Civil Aeronautics Board v. PAL (1975) PAL’s flight from Tuguegarao to Manila made a flagstop in Baguio City to pick up 20 passengers who could not be accommodated in its regular flight. This was done without the prior approval of the Civil Aeronautics Board. The CAB issued a resolution imposing a fine. CAB was fully authorized by law [R.A. 776 – Civil Aeronautics Act] to impose fines in the nature of civil or administrative penalties for violation of its rules and regulations, but not to impose fines in the nature of criminal penalty, which can only be done by courts of justice. Scoty’s Dept. Store v. Micaller (1956) Scoty’s Dept. Store was found by the CIR to have committed unfair labor practice and ordered to reinstate Micaller, pay backwages and pay a fine. CIR could not impose fines or other penal sanctions because it did not have jurisdiction over criminal cases, as giving it such jurisdiction would be in contravention of the due process clause of the Constitution. RCPI v. Board of Communications (1977) Diego Morales and Pacifico Innocencio separately filed complaints against RCPI before the Board of Communications (BOC) alleging that RCPI is liable to them for damages for its failure to deliver certain telegrams meant to inform them of the deaths of their close relatives. The BOC imposed a fine on RCPI pursuant to Sec. 21 of the Public Service Act. RCPI cannot be made to pay the said fine because a fine can only be imposed on a public service that violates the terms and conditions of any certificate or any order, decision or regulation of the Commission. If the Morales and Inocencio suffered injury allegedly due to RCPI’s contractual breach, their recourse should have been in the courts. Perez v. LPG Refillers (2006) A circular issued by the DOE implementing BP33 which provided penalties for enumerated acts therein was being assailed for not being in conformity with the law it seeks to implement. Circular is valid. B.P. Blg. 33, as amended, defines what constitute punishable acts involving petroleum products and sets the minimum and maximum limits for the corresponding penalties. The Circular merely implements the said law, albeit it is silent on the maximum pecuniary penalty for refillers, marketers, and dealers. 78 Public Hearing Committee v. SM Prime (2010) LLDA inspected the wastewater of SM City Manila and found that in did not conform with the effluent standards imposed by law. LLDA imposed a fine of P1,000 a day. LLDA had the authority to impose fines and penalties since the law clothed the LLDA not only with the express powers granted to it, but also those which are implied or incidental but, nonetheless, are necessary or essential for the full and proper implementation of its purposes and functions. Administrative Procedure Due Process While administrative agencies may be said to be free from the rigidity of certain procedural requirements, this does not mean that they can entirely disregard the fundamental and essential requirements of due process. Ang Tibay v. Court of Industrial Relations (1950) Ang Tibay laid off workers belonging to the NLU. NLU protested this alleged unfair labor practice. Even though the CIR may be said to be free from rigidity of certain procedural requirements does not mean that it can, in justiciable cases coming before it, entirely ignore or disregard the fundamental and essential requirements of due process in trials and investigations of an administrative character. There are cardinal primary rights which must be respected even in proceedings of this character: (1) The right to a hearing, which includes the right to present one’s cause and submit evidence in support thereof; (2) The tribunal must consider the evidence presented; (3) There must be something to support a finding or conclusion; (4) The evidence supporting the decision must be substantial; (5) The decision must be based on the evidence presented at the hearing, or at least contained in the record and disclosed to the parties affected. (6) The tribunal or body or any of its judges must act on its own independent consideration of the law and facts of the controversy, and not simply accept the views of the subordinate; (7) The Board or body should, in all controversial questions, render its decision in such manner that the parties to the proceeding can know the various issues involved, and the reason for the decision rendered. Asprec v. Itchon (1966) Petitioner claims denial of due process because he was not present during the hearings. Despite the quasi-judicial nature of the administrative agency, the Board was right to proceed notwithstanding petitioner’s absence during the proceedings. He had opportunity to defend himself, which he waived when he or his counsel did not appear during the last day of hearing. 79 Vinta Maritime Co., Inc. v. NLRC (1998) In a case for illegal dismissal, POEA rendered a decision without conducting a full-blown trial. Vinta alleged that is was deprived of due process because no trial was done. While administrative agencies must observe due process, such does not require a trial. Due process in administrative proceedings only requires that the parties are given the opportunity to be heard. Due process is satisfied if the parties are given the opportunity to submit position papers. Bachrach Motor Co. v. CIR (1978) Bachrach’s lone witness, Kaplin, after his testimony, later went abroad, rendering the RTEA unable to cross-examine him. CIR struck Kaplin’s testimony off the records and dismissed Bachrach’s petition. The right of a party to confront and cross-examine opposing witnesses in a judicial litigation, be it criminal or civil in nature, or in proceedings before administrative tribunals with quasi-judicial powers, is fundamental right which is part of due process. U.P. Board of Regents v. CA (1999) Arokiaswamy was charged with plagiarism but the disciplinary proceedings against her were not finalized until after she had received her Ph.D. After a showing of overwhelming evidence of intellectual dishonesty, the UP Board of Regents resolved to withdraw her degree. She was afforded due process which in administrative proceedings is essentially the opportunity to explain one's side of a controversy or a chance to seek reconsideration of the action or ruling complained of. UP has a constitutional right to academic freedom which included its determination of whom it can confer the honor and distinction of being its graduates. If such conferment was obtained through fraud, it has the right to revoke or withdraw it. Zambales Chromite Mining Co. v. CA (1979) The Director of Mines dismissed petitioner’s petition to mining claims. While the case was on appeal at the Department of Agriculture and Natural Resources, said director became its Secretary and dismissed petitioner’s appeal. Petitioner was denied due process. The director acted with grave abuse of discretion. He should have inhibited and asked the Undersecretary to decide on the appeal, otherwise it would be a biased review. A decision cannot be reviewed on appeal by the same officer who decided it a quo. Rivera v. CSC and Landbank of the Philippines (1995) The reviewing officer must be other than the officer whose decision is under review. Otherwise, there could be no different view or there would be no real review of the case. Such would be a denial of due process. Pefianco v. Moral (2000) A respondent in an administrative case is NOT entitled to be informed of the findings and recommendations of any investigating committee created to inquire into charges filed against him. He is entitled only to the administrative decision based on substantial evidence made of record, and a reasonable opportunity to meet the charges and the evidence presented against her during the hearings of the investigation committee. 80 Napolcom National Appellate Board and PNP v. Bernabe (2000) Due process as a constitutional precept does not always and in all situations require a trial-type proceeding. Due process is satisfied when a person is notified of the charge against him and given an opportunity to explain or defend himself. The essence of due process is simply to be heard, or as applied to administrative proceedings, an opportunity to explain one's side, or an opportunity to seek a reconsideration of the action or ruling complained of. Respondent was given notice of the complaints/charges against him and an opportunity to answer. He submitted an affidavit answering point by point the charges against him. He even appealed from the decision of the PNP Chief dismissing him from the police service to the National Appellate Board, and submitted a memorandum. Consequently, he was given more than adequate opportunity to explain his side. Shoppes Manila v. NLRC (2004) Shoppes alleged that the Labor Arbiter committed grave abuse of discretion for deciding the case without conducting a hearing. Formal hearing is not mandatory and is dependent on the discretion of the labor arbiter. Under Sec. 5, Rule V of New Rules of Procedure of the NLRC, the LA has the authority to determine whether or not there is a necessity to conduct formal hearings. It is discretionary and is something that the parties cannot demand as a matter of right. The requirements of due process are satisfied when the parties are given the opportunity to submit the respective position papers. Autencio v. Manara (2005) Autencio was charged with dishonesty and misconduct in office for changing the payroll of employees. She was informed of the charges, gave her Answer, presented affidavits and was assisted by counsel in a pre-hearing conference. After she was found guilty, she appealed to the Civil Service Commission and claimed that she was tricked into waiving her right to present evidence and thus she was not afforded due process In administrative cases, a fair and reasonable opportunity to explain one’s side suffices to meet the requirements of due process. A formal or trial-type hearing is not always necessary. For the purpose of ascertaining the truth, an investigation will be conducted, during which technical rules applicable to judicial proceedings need not always be adhered to. And where the party has the opportunity to appeal or seek reconsideration of the action or ruling complained of, defects in procedural due process may be cured. Samalio v. CA (2005) The due process requirement is satisfied where parties are afforded fair and reasonable opportunity to explain their side of the controversy at hand. In line with jurisprudence, denial of due process cannot be successfully invoked by a party who has had the opportunity to be heard on his motion for reconsideration, which Samalio admits he had filed with the BID and the CSC. Domingo v. Rayala (2008) In administrative proceedings, procedural due process has been recognized to include the following – 81 a. The right to actual or constructive notice of the institution of proceedings which may affect a respondent’s legal rights; b. A real opportunity to be heard personally or with the assistance of counsel, to present witnesses and evidence in one’s favor, and to defend one’s rights; c. A tribunal vested with competent jurisdiction and so constituted as to afford a person charged administratively a reasonable guarantee of honesty as well as impartiality; and d. A finding by said tribunal which is supported by substantial evidence submitted for consideration during the hearing or contained in the records, or made known to the parties affected. A.Z. Arnaiz Realty, Inc. v. Office of the President (2010) Due process does not always require a trial-type proceeding. Litigants may be heard through pleadings, written explanations, position papers, memoranda or oral arguments. The standard of due process that must be met in administrative tribunals allows a certain degree of latitude as long as fairness is not ignored. The essence of due process is simply an opportunity to be heard, or, as applied to administrative proceedings, an opportunity to explain one's side or an opportunity to seek for a reconsideration of the action or ruling complained of. Any seeming defect in its observance is cured by the filing of an MR. Gannapao v. CSC (2011) The essence of due process is simply an opportunity to be heard or, as applied to administrative proceedings, an opportunity to explain one's side or an opportunity to seek a reconsideration of the action or ruling complained of. In the application of the principle of due process, what is sought to be safeguarded is not lack of previous notice but the denial of the opportunity to be heard. As long as a party was given the opportunity to defend his interests in due course, he was not denied due process. In this case, petitioner availed of all legal remedies available to him and was allowed to present evidence to defend himself, thus there was no denial of due process. Notice and Hearing When required National Development Corp. v. Collector (1963) – When required by law Pursuant to a charge of violation of the Tariff and Customs Act, C.F. Sharp & Company, was imposed a fine. Its request that the case be set for investigation and hearing was denied by the Collector of Customs. Collector committed grave abuse of discretion in imposing the fine without the benefit of an investigation or hearing, as requested. Under the Tariff and Customs Code, in order that an imported article or merchandise may be considered a cargo that should be manifested, it must first be so established, because there are other effects that a vessel may carry that are excluded from the requirement of the law. And even if customs authorities have claimed that an article or merchandise is NOT within the exception, it does not automatically make the vessel liable. It is still necessary that the vessel, its owner, or its operator be given a chance to show otherwise Bautista v. Workmen’s Compensation Commission (1979) – When making quasi-judicial decisions Bautista’s claim was dismissed by the Department of Labor’s Workmen’s Compensation Commission due to his and his counsel’s repeated non-appearance at 3 scheduled hearings of the case. Bautista was deprived of due process by the hearing officer. It was proven that he and his counsel were not duly 82 notified—either they were not notified at all, or they received notice too late, only after the scheduled dates of hearing. The Commission’s rules require giving of reasonable notice of hearing to each party interested, which is done by serving upon him, personally or by registered mail, a copy of the notice, either at his last known post office address or through his counsel. The purpose is to ensure observance and protection of an interested party’s right to a hearing. The actions of the hearing officer and the Commission are a foul blow to the Constitution’s social justice clause and injunction for the State to afford full protection to labor. The government, especially labor agencies, has an obligation to give meaning and substance to these constitutional guarantees in favor of the working man. Equitable Banking Corp. v. NLRC (1997) – When terminating employment Sadac, VP of Equitable Bank’s Legal Department was accused of abusive conduct, inefficiency, ineffectiveness, mismanagement and decisiveness. Bank Chairman sent him a memo stating that instead of conducting a formal hearing, the bank would instead wait for his voluntary resignation. Sadac filed a complaint for illegal dismissal. He was denied due process. Bank ignored the procedural requirements for terminating employment (notice apprising the employee of the particular acts or omissions for which his dismissal is sought, and another notice informing the employee of the employer’s decision to dismiss him). The essence of due process in administrative proceedings is an opportunity to explain one’s side. But meetings in the nature of consultation or conferences are NOT valid substitutes for the proper observance of notice and hearing. Felix Uy v. CoA (2000) – When making quasi-judicial decisions The COA’s finding of bad faith, and thus personal liability on Governor Paredes’ part, was based solely on the MSPB’s decision, which did not meet the quantum of proof necessary to overcome the presumption of good faith. The COA’s power to decide administrative cases involving expenditure of public funds involves the quasi-judicial aspect of government audit, which means that proceedings before it must comply with the fundamental requirements of procedural due process. These were not complied with, since Governor Paredes was never made a party to nor served a notice of the proceedings before the COA. It would be unfair for the COA to hold him personally liable for petitioners’ claims, amounting to millions of pesos, without giving him an opportunity to be heard and to present evidence in his defence. When not required Suntay v. People (1957) – When the basis for making the quasi-judicial decision is clear A verified complaint was filed against Suntay for taking Alicia Nubla, a 16-year old minor, from her school with lewd design and having carnal knowledge of her. Suntay applied for and was granted a passport by the DFA, and he left for the U.S. shortly after. DFA Secretary Garcia instructed the Philippine Ambassador to the U.S. to cancel Suntay’s passport and compel him to return to the Philippines. Suntay sought to enjoin Secretary Garcia from cancelling his passport without previous hearing. Due process does not necessarily mean or require a hearing. Hearing would have been proper and necessary if the reason for withdrawal or cancellation of Suntay’s passport were unclear and doubtful. But when discretion is exercised by an officer (Secretary Garcia) vested with it upon an undisputed fact (the filing of a charge of seduction against Suntay), hearing may be dispensed with as a prerequisite to action (cancellation of Suntay’s passport). 83 Bisschop v. Galang (1963) – When deciding applications for extension of stay of aliens Bisschop, an American citizen, applied for extension of stay in the Philippines. Commissioner Galang advised Bisschop that his application had been denied by the Board of Commissioners and that he should depart within 5 days. Bisschop’s counsel requested a copy of the Board’s decision, but was told that in such cases, for reasons of practicability and expediency, no formal decision was promulgated. First, Commissioners of Immigration are not required to conduct formal hearings on applications for extension of stay of aliens. Since the law is silent as to the procedure in such cases, courts have no jurisdiction to review the purely administrative practice of immigration authorities of not granting formal hearings therein. A day in court is NOT a matter of right in administrative proceedings. In certain administrative proceedings, the right to notice and hearing are not essential to due process of law. Commissioner Galang’s letter advising Bisschop to depart in 5 days was a mere formality and far from final. The requirement to leave before the start of deportation proceedings is only an advice to the party that unless he departs voluntarily, the State will be compelled to take steps for his expulsion. Second, Commissioners of Immigration are NOT required to promulgate written decisions in cases involving extension of stay of aliens. There is nothing in immigration laws which require the Board to render written decisions in such cases. Pollution Adjudication Board v. CA (1991) – When public interest so requires Pollution Adjudication Board issued an ex parte Order directing Solar Textile Finishing Corporation to cease and desist from utilizing its wastewater pollution source installations, which were discharging untreated wastewater directly into a canal leading to the adjacent Tullahan-Tinejeros River. Ex parte cease and desist orders are permitted by law and regulations in certain situations, wherein the ordinary requirements of procedural due process must yield to the necessities of protecting vital public interests through the exercise of police power. In the case at bar, the ex parte Order was proper because stopping the continuous discharge of pollutive wastes into Philippine waters should not wait until protracted litigation over the correctness of such orders has run its full course. Industrial establishments are not constitutionally entitled to reduce their costs/expenses and increase their profits by putting the public interest at risk by disregarding the requirements of anti-pollution statutory and regulatory provisions. Solar may contest the correctness of the ex parte order in a public hearing before the Board, where it would have the opportunity to controvert the basis of such order. That such an opportunity is subsequently available is really all that is required by the due process clause of the Constitution in situations like the case at bar. Form and Promulgation of Judgment Indias v. Phil. Iron Mines (1957) Indias filed a complaint for unfair labor practice against Phil. Iron Mines. Hearings were conducted by a hearing examiner, after which, the examiner rendered his report stating that the charge was unsubstantiated by evidence, and recommended its dismissal. The Court of Industrial Relations issued and order dismissing the complaint saying “After a perusal of the record of the case, the Court finds no sufficient justification for modifying said recommendation, findings and conclusions, and, consequently, this case is hereby dismissed.” Indias challenges the order saying that it made without stating the facts and law in support of the order. 84 While the order does not make its own discussion of the evidence or its own findings of fact, such is not necessary if the court is satisfied with the report of its examiner which already contains a full discussion of the evidence and the findings of fact. The situation would be different if the court disagrees with the report, in which case it should state the reasons for its disagreement. When the CIR refers a case to a commissioner for investigation, report, and recommendation, and at such investigation the parties were given an opportunity to be heard, the requirement of due process is satisfied. Serrano v. PSC (1968) The Public Service Commission (PSC) made a joint decision passing on the claim of 99 applicants for certificates of public convenience to operate a taxicab service. It granted certificates to 60 applicants, as listed in the decision. With regard to the remaining applicants, the decision stated "the applications not included in the list of those granted are either [dismissed] for lack of interest or failure to prosecute or [denied] for failure to qualify". Serrano challenged the PSC decision on the ground that the decision does not clearly state the facts as to each case regarding the qualification and financial ability of the applicant and the other factors constituting the criterion used as basis in granting the application. The Constitutional provision which mandates that “a decision must clearly and distinctly state the facts and the law on which it is based” only applies to courts and not to administrative agencies. However, the non-inclusion of the administrative tribunal within the scope of the Constitutional provision does not warrant the summary disposition of Serrano's application. In Ang Tibay, it was held that an administrative tribunal must not disregard the requirement of due process, and that as a matter of due process, the administrative tribunal must render its decision in such a manner that the parties to the proceeding can know the various issues involved, and the reasons for the decisions rendered. Solid Homes v. Laserna (2008) Laserna filed a complaint against Solid Homes for delivery of title and execution of deed of sale before the Housing and Land Use Regulatory Board (HLURB). HLURB arbiter rendered a decision which was appealed to the HLURB Board and subsequently to the Office of the President. The Office of the President, in its decision, merely adopted by reference the findings of the Board. The Constitutional mandate that “no decision shall be rendered by any court without expressing therein clearly and distinctly the facts and the law on which it is based” does not preclude the validity of memorandum decisions which adopt by reference the findings of fact and conclusions of law contained in decisions of inferior tribunals. In Francisco vs. Permskul, the Court laid down the conditions to make a memorandum decision valid: 1) it should actually embody the findings of fact and conclusions of law of the lower court in an annex attached to and made an indispensable part of the decision; and 2) it is resorted to only in cases where the facts are in the main accepted by both parties and easily determinable by the judge and there are no doctrinal complications involved that will require an extended discussion of the laws involved. The Constitutional mandate need not apply to decisions rendered in administrative proceedings, as in this case; it applies only to decisions rendered in judicial proceedings. The rights of parties in administrative proceedings are not violated as long as the constitutional requirement of due process has been satisfied as laid down in Ang Tibay. There is no requirement that the decision must express clearly 85 and distinctly the facts and the law on which it is based. For as long as the administrative decision is grounded on evidence, and expressed in a manner that sufficiently informs the parties of the factual and legal bases of the decision, the due process requirement is satisfied. Department of Health v. Camposano (2005) An administrative charge was filed against Camposano, et al., employees of the DOH, for Dishonesty and Grave Misconduct in connection with an alleged anomalous purchase of certain medicines. PCAGC issued a resolution finding Camposano, et al. guilty, and recommending their dismissal. Relying on the recommendation by the PCAGC, the DOH Secretary, issued an order dismissing Camposano, et al. PCAGC does not have the power to impose any administrative sanctions directly; its authority is limited to conducting investigations, and preparing findings and recommendations. The power to impose sanctions belonged to the disciplining authority, which is the DOH Secretary, who had to observe due process prior to imposing penalties. The Secretary's decision in this case, did not comply with the 6th requisite stated in the Ang Tibay case. The actual exercise of the disciplining authority’s prerogative requires a prior independent consideration of the law and the facts. Failure to comply with results in an invalid decision. The disciplining authority should not merely and solely rely on an investigator’s recommendation, but must personally weigh and assess the evidence gathered. American Tobacco v. Director of Patents (1975) Petitioners challenge the validity of the amendment of Rule 168 of the Rules of Practice before the Philippine Patent Office, which authorized the Director of Patents to designate any ranking official of the office to hear inter partes proceedings, because under the law, the Director of Patents must personally hear and decide the cases. The power conferred upon an administrative agency to issue such regulations as may be deemed necessary in order to carry out its purposes is an adequate source of authority to delegate a particular function, unless it is withheld by express provisions of the law. It could hardly be expected, in view of the magnitude of the Director's responsibility, to require him to hear personally each and every case pending in his office. While the power to decide resides solely in the administrative agency or officer vested by law, this does not preclude a delegation of the power to hold a hearing on the basis of which the decision of the administrative agency or officer will be made. It is sufficient that the judgment an discretion finally exercised are those of the officer authorized by law. Albert v. Gangan (2001) It is a basic tenet of due process that the decision of a government agency must state the facts and the law on which the decision is based. COA’s decision merely stated conclusions of law while facts and circumstance regarding the disallowance were missing, inaccurate, or incomplete. There has to be factual basis why the expenditure is alleged to be fraudulent or why was there a misrepresentation. Arocha v. Vivo (1967) When the BOC first acted on the case of Gatchalian, its members acted independently, as shown by the different dates they have expressed their votes. They did not actually meet to discuss, and vote on the case. Individual action by members of a board plainly renders nugatory the purpose of its constitution as a Board. The powers and duties of boards and commissions may not be exercised by the individual 86 members separately. Their acts are official only when done by the members convened in session, upon a concurrence of at least a majority and with at least a quorum present. Neria v. Commissioner of Immigration (1968) “Promulgation” means "the delivery of the decision to the Clerk of Court for filing and publication". Based on the Immigration Rules and Regulations, promulgation takes place even before the decision is written, and a copy is served on the alien. The date of promulgation is the date when the BSI voted and resolved to admit an alien, and this date can be ascertained from the minutes of the proceedings of the BSI. Realty Exchange Venture Corp. v. Sendino (1994) Sendino filed a complaint for specific performance and damages against REVI with the Office of Appeals, Adjudication and Legal Affairs (OAALA) of the HLURB. HLURB rendered judgment in favor of Sendino. REVI contended, among others, that the decision cannot stand because it was not rendered by the Board of Commissioners en banc. The Board is specifically mandated by its governing law to “adopt rules of procedure for the conduct of its business and perform such functions necessary for the effective accomplishment of its above mentioned functions."There is nothing in the provisions of the EOs defining the powers and duties of the Board which denies or withholds the power to delegate adjudicatory functions to divisions for the purpose of effectively carrying out its administrative responsibilities and quasi-judicial powers. Jurisdiction Go Tek v. Deportation Board (1977) Go Tek was arrested during a raid of a suspected guerilla unit. Fake dollar checks were also found in his possession, causing him to be charged with illegal possession and use of false treasury or bank notes and other instruments of credit under Art. 168, RPC. A case for his deportation proceeded simultaneously before the Deportation Board. Deportation Board had jurisdiction to investigate Go Tek despite the fact that he has yet to be convicted of the criminal charge against him and despite the fact that his alleged acts do not fall under the enumeration of the grounds for deportation in Sec. 37 of the Immigration Law. Under the law, deportation may be effected either by order of the President after his or his agents’ due investigation or upon the warrant of the Commissioner of Immigration or his designated officer after the Board of Commissioners’ determination of the existence of a ground for deportation. Section 69 does not enumerate grounds for deportation. It merely provides that the Deportation Board is authorized to conduct investigations on possibly deportable aliens and forward its recommendations to the President. The Chief Executive is the sole and exclusive judge of the existence of facts which warrant the deportation of aliens. An executive order of deportation is not dependent on a prior judicial conviction. Conviction or acquittal of a criminal charge does not constitute res judicata in the deportation proceedings. 87 Guy v. Ignacio (2010) Atty. Ignacio filed a complaint for blacklisting and deportation against two sisters on the basis that they were Canadian citizens illegally working in the Philippines. They refused to comply with a subpoena causing them to be charged with violating the Philippine Immigration Act. The general rule is that courts will not determine a controversy involving a question which is within the jurisdiction of the administrative tribunal, where the question demands the exercise of sound administrative discretion requiring special knowledge, experience and services in determining technical and intricate matters of fact. However, this case falls under one of the exceptions to the rule, namely: where the claim of citizenship is so substantial that there is reasonable ground to believe that the claim is correct. When the evidence submitted by a respondent is conclusive of his citizenship, the right to immediate review should be recognized and courts should promptly enjoin the deportation proceedings. Go v. Ramos (2009) The Board of Commissioners of the Bureau of Immigration and Deportation reversed an earlier decision of an Associate Commissioner which dismissed a complaint against Go for being an illegal and undesirable alien. Pursuant to this reversal, a charge sheet was filed against Go for violating the Immigration Act. Thus, Go filed a petition for certiorari and prohibition before the RTC questioning the jurisdiction of the Board to continue the deportation proceedings. The Board had the authority to hear and determine the deportation case against a deportee and in the process determine also the question of citizenship raised by him. The exception where judicial determination was allowed was when the courts themselves believe that there was a substantial claim of citizenship, and the evidence submitted was conclusive of such citizenship. The courts could in these cases review and even enjoin the proceedings. The Board’s jurisdiction was not divested by mere claim of citizenship. Of course, the Board’s decision was not final, but subject to judicial review. Here, the facts were not such that the Court was convinced that the Board’s jurisdiction should be ousted. De la Fuente v. De Veyra (1983) The Philippine Coast Guard caught a vessel unloading cargo to small watercrafts. The captain of the vessel was not able to present the appropriate documents for the cargo so he and his crew were arrested for smuggling. The Customs of Sual-Dagupan issued a warrant of seizure and detention. The exclusive jurisdiction over seizure and forfeiture cases vested in the Collector of Customs precludes a CFI from assuming cognizance over such cases. Congress conferred jurisdiction over seizure and forfeiture cases to the customs authorities. The law affords the Collector of Customs sufficient latitude in determining whether or not a certain article is subject to seizure or forfeiture and his decision on the matter is appealable to the Commissioner of Customs and then to the Court of Tax Appeals, not to the CFI, which may not interfere with the Commissioner’s decisions. There may only be further judicial review in appropriate cases via a certiorari proceeding. Cariño v. Commission on Human Rights (1991) 800 public school teachers undertook concerted mass actions on account of the failure of public authorities to heed their grievances. A return-to-work order was issued but they continued the mass actions. As a result, the teachers were administratively charged and preventively suspended. After an 88 investigation, they were dismissed. The DECS Secretary affirmed the dismissal. The teachers submitted sworn statements to the CHR impugning their dismissal. The CHR has no power to exercise adjudicatory power. The most that can be conceded to the CHR, under the Constitution is the power to investigate “all forms of human rights violations involving civil and political rights.” However, fact-finding is not adjudication, and cannot be likened to the judicial function of a court of justice, or even a quasi-judicial agency or official. Hence, merely having the power to investigate, the CHR should not try and resolve the matter involving the public school teachers’ alleged dismissal without due process. The issues involved in the controversy are clearly within the original jurisdiction of the Secretary of Education as provided for by the Civil Service Law and also within the appellate jurisdiction of the Civil Service Commission. Simon v. CHR (1994) A “Demolition Notice” was sent to the North EDSA Vendors Association, Inc. from the Office of the Quezon City Mayor. The squatters-vendors filed a letter-complaint with the CHR asking the latter to enjoin the QC Mayor from pushing through with the demolition, which the CHR did. The Court reiterated its ruling in Cariño v. CHR that it is only the first of the CHR’s constitutionally enumerated powers that bears resemblance with adjudication - but that resemblance does not equate to adjudication. It was not the intention of the Constitutional Commission to make the CHR a quasi-judicial body. Laguna Lake Development Authority v. CA (1994) The Caloocan City Government was operating a dumpsite which was polluting the nearby creek/tributary of the Marilao River. The LLDA issued a cease and desist order against it. On the other hand, the RTC of Caloocan issued a cease and desist order against the LLDA. The controversy was brought before the CA, which held that the LLDA has no power and authority to issue a cease and desist order enjoining the operation of the dumpsite. As a general rule, the adjudication of pollution cases pertains to the Pollution Adjudication Board, except in cases where a special law provides for another forum. The LLDA, is specifically mandated under RA 4850 to carry out the national policy of promoting and accelerating the development and balanced growth of the Laguna Lake area and the surrounding provinces with due regard for “...the prevention of undue ecological disturbances, deterioration and pollution.” Under such a broad grant of power, the LLDA’s jurisdiction was correctly invoked in this case. The LLDA must also be deemed to possess the power to issue cease and desist orders. While it is true that it was not expressly conferred such a power, its enabling laws granted it the power "to make, alter or modify orders requiring the discontinuance of pollution". Union Bank v. HLURB (1992) A condominium buyer purchased a unit without knowing that the whole condominium project had been mortgaged to Union Bank. The mortgage was foreclosed and the property was sold to Far East Bank at public auction. The buyer filed a complaint for annulment of Far East’s title to the unit. Union Bank and Far East Bank alleged that the HLURB had no jurisdiction. 89 HLURB has jurisdiction. The relevant laws in this case include: PD 957, which gave the NHA exclusive jurisdiction to regulate the real estate trade and business; PD 1344, which gave the NHA the exclusive jurisdiction to hear and decide cases involving unsound real estate business practices; and EO 648, which transferred the above-mentioned functions to the Human Settlements Regulatory Commission (later became the HLURB). The jurisdiction of the HLURB to regulate the real estate trade is broad enough to include jurisdiction over complaints for specific performance of the sale, or annulment of the mortgage, of a condominium unit . Mateo v. CA (1995) Several Morong Water District (MOWAD) employees filed a complaint against their general manager Edgar Sta. Maria. The MOWAD board members conducted an investigation and placed Edgar under preventive suspension. Eventually, Edgar was dismissed causing him to file a special civil action for quo warranto and mandamus before the RTC. The RTC does not have jurisdiction. MOWAD is a quasi-public corporation created pursuant to PD 198. The SC has previously held that employees of GOCC’s with original charters, such as MOWAD, fall under the jurisdiction of the Civil Service Commission. Under PD 807, EO 292 and Memorandum Circular No. 44 (1990) of the CSC, the party aggrieved by an action of the government involving termination of services may appeal to the Commission within 15 days of the action. Thereafter, the final resolution of the CSC may be appealed to the CA. The Civil Service Commission under the Constitution is the single arbiter of all contests relating to the civil service. Thus, RTCs have no jurisdiction to entertain cases involving dismissal of officers and employees covered by the Civil Service Law. PAL v. Civil Aeronautics Board (1997) Grandair applied for a Certificate of Public Convenience and Necessity (CPCN) with the CAB and requested for a Temporary Operating Permit (TOP). PAL opposed the application alleging that the CAB had no jurisdiction to hear the application since Grandair did not have a franchise to operate from Congress. CAB denied the opposition and approved the issuance of the TOP. The CAB has jurisdiction. The CAB is expressly authorized under RA 776 to issue a TOP or a CPCN “upon its own initiative.” Nothing in the said law negates the power to issue the said permit before the completion of the applicant’s evidence and that of the oppositor’s in the main petition. There is also nothing in the law or the Constitution which indicates that a legislative franchise is an indispensable requirement for an entity to operate as a domestic air transport operator. Although the Constitution recognizes Congress' control over any franchise, certificate or authority to operate a public utility, Congress has seen it fit to delegate this function to government agencies, specialized particularly in their respective areas of public service. A reading of RA 776 reveals the clear intent of Congress to delegate the authority to regulate the issuance of a license to operate domestic air transport services to the CAB. Eristingcol v. CA (1999) Eristingcol was building a house in Urdaneta Village but the homeowners’ association meted a P400,000 penalty against her for violating certain provisions in the associations Construction Rules and Regulations. Eristingcol filed a complaint for declaration of nullity of these rules before the RTC but the Association alleged that RTC does not have jurisdiction over the complaint. 90 The RTC does not have jurisdiction. A scrutiny of Eristingcol’s allegations reveals that the nature of the controversy only superficially delves into the validity of the Construction Rules. The crux of the complaint is actually the association’s supposed arbitrary implementation of the Construction Rules against her. EO 535, which created the HIGC, transferred to it the regulatory and administrative functions over homeowners’ associations originally vested with the SEC. Upon the enactment of RA 8763, the powers and functions of the HIGC with respect to homeowners’ associations were again transferred - this time to the HLURB. Thus, based on the allegations of the complaint, it is the HLURB - not the RTC - which has jurisdiction over this case. Deltaventures Resources, Inc. v. Cabato (2000) Deltaventures filed a complaint for injunction with the RTC reiterating the same allegations in a third party claim in a case pending before the NLRC. RTC held that it cannot issue an injunction against the NLRC and that the NLRC retains the authority over all proceedings in relation to the execution of its decisions. Deltaventures should have filed its third party claim before the LA. The NLRC’s Manual on Execution of Judgment provides the mechanism for a third-party claimant to assert his claim over a property levied by a sheriff on account of a labor judgment. The broad powers granted to the Labor Arbiter and the NLRC under the Labor Code should be deemed to vest in them jurisdiction over incidents arising from, in connection with or relating to labor disputes, to the exclusion of other courts. Moreover, the Labor Code explicitly prohibits the issuance of any injunction or restraining order in any case involving labor disputes by any court or other entity. Cooperative Development Authority v. Dolefil (2002) The Cooperative Development Authority (CDA) received several complaints from certain members of the Dolefil Agrarian Reform Beneficiaries Cooperative, Inc. (DARBCI) alleging mismanagement and/or misappropriation of funds by the then incumbent officers and members of the board of directors of DARBCI (respondents). Before the respondents could file an answer, the CDA ordered the funds of DARBCI to be frozen prompting the respondents to file a petition for certiorari before the RTC primarily questioning CDA’s jurisdiction to resolve the complaints. Sec. 3 of RA 6939 enumerates the powers, functions and responsibilities of the CDA. It can be gleaned from this provision that the authority of the CDA is to discharge purely administrative functions. Nowhere in the law is CDA expressly granted the authority to adjudicate cooperative disputes. A review of the deliberations by both chambers of Congress prior to the enactment of RA 6939 shows that the intent of the legislature was not to vest quasi-judicial authority upon CDA. Thus, the CDA is devoid of any quasi-judicial authority to adjudicate intra-cooperative disputes and more particularly disputes as regards the election of the members of the Board of Directors and officers of cooperatives. De Jesus v. COA (2003) An auditing team from the Commission on Audit (COA) audited the accounts of the Catbalogan Water District (CWD) and discovered that members of CWD's board granted themselves certain benefits. The COA issued notices disallowing the payment of the allowances and bonuses granted to the members of the board, on the ground that the payments run counter to PD 198, or the Provincial Water Utilities Act. The members of the board question the jurisdiction of COA to disallow the payments. 91 The Constitution mandates the COA to audit all government agencies, including government-owned and controlled corporations. A water district is a government-owned and controlled corporation with a special charter since it is created pursuant to PD 198. Thus, CWD is subject to the jurisdiction of COA. COA did not usurp the functions of the LWUA. To hold otherwise would lead to a situation where the board of an administrative agency, by the mere act of issuing a resolution, can put to naught the broad and extensive powers granted to the COA by the Constitution. CSC v. Alfonso (2009) A complaint was filed against Alfonso, the director of the human resources department of the Polytechnic University of the Philippines (PUP), charging him with violation of the Civil Service Law. He allegedly included himself in a special order for overnight services which allowed him to make considerable earnings for allegedly working for 24 hours straight daily, for 3 weeks. The Civil Service Commission (CSC) issued a resolution formally charging Alfonso with Grave Misconduct, and imposing a 90-day preventive suspension on him. Alfonso argued that the CSC had no jurisdiction because the PUP Board of Regents has the exclusive authority to appoint and remove PUP employees. As the central personnel agency of the government, the CSC has jurisdiction to supervise the performance of and discipline, if need be, all government employees, including those employed in government-owned or controlled corporations with original charters such as PUP. All PUP officers and employees, whether they be classified as teachers or professors, are deemed, first and foremost, civil servants accountable to the people and answerable to the CSC in cases of complaints lodged by a citizen against them as public servants. While there are laws which allow the creation of disciplinary committees in different agencies of the government to hear and decide administrative complaints against their respective officers and employees, such cannot be interpreted as having divested the CSC of its inherent power to supervise and discipline government employees. To hold otherwise would not only negate the very purpose for which the CSC was established, but would also impliedly amend the Constitution itself. Shell v. Jalos (2010) Shell and the Republic of the Philippines entered into a service contract for the exploration and extraction of petroleum. As a consequence of which, Shell constructed a pipeline from its production platform to its processing plant. Jalos, et al. filed a complaint for damages against Shell with the RTC, alleging that they are fishermen, and that Shell's construction of the pipeline adversely affected their livelihood. Shell argued that the case is a pollution case, thus the Pollution Adjudication Board (PAB) has primary jurisdiction over the controversy. While the complaint did not use the term “pollution”, the acts it alleged constitute pollution as defined in the law (PD 984). In determining Jalos, et al.'s complaint for damages, the proper tribunal must determine whether or not the operation of the pipeline adversely altered the coastal waters' properties and negatively affected its life sustaining function. The power and expertise needed to determine such issue lies with the PAB. The definition of the “pollution" connotes the need for specialized knowledge and skills in determining the presence, cause, and effects of pollution. These knowledge and skills are not within the competence of ordinary courts. Resort must first be made to the PAB, which is the agency possessed of expertise in determining pollution-related matters. 92 Machado v. Gatdula (2010) The Machados allegedly blocked the right of way of Gatdula's property. Gatdula asked the Commission on Settlement of Land Problems (COSLAP) to settle the controversy between the parties. COSLAP assumed jurisdiction, and the parties participated in the proceedings. COSLAP has no jurisdiction over the controversy. It may only assume jurisdiction in the cases enumerated under the law which created it. The present controversy does not fall under those enumerated circumstances. The Machados cannot be held in estoppel for having participated in the COSLAP proceedings, as jurisdiction is conferred by law, and not by the parties. COSLAP having no jurisdiction, its decision is null and void. As such, it cannot be the source of any right or obligation, and all acts pursuant to it have no legal effect. The void judgment can never become final, and any writ of execution based on it is void. Vda. Herrera v. Bernardo (2011) The Bernardos filed a complaint before the Commission on Settlement of Land Problems (COSLAP) against Herrera for interference, disturbance, unlawful claim, harassment and trespassing over a portion of a parcel of land. Administrative agencies, like the COSLAP, are tribunals of limited jurisdiction that can only wield powers which are specifically granted to it by its enabling statute. The present case does not fall under any of the instances enumerated in EO 561, the law which created COSLAP, when COSLAP can exercise its adjudicatory functions. The Bernardos' cause of action before the COSLAP pertains to their claim of ownership over the subject property, the jurisdiction of which is vested with the Courts. Since COSLAP had no jurisdiction, all the proceedings therein are null and void. Herrera is not estopped from questioning the jurisdiction of COSLAP. Estoppel by laches as a bar to question jurisdiction is the exception, and not the rule. For a party to be estopped from questioning a tribunal's jurisdiction, the issue of jurisdiction must have been raised so belatedly as to warrant the presumption that the party entitled to assert it had abandoned or declined to assert it. Administrative and Judicial Proceedings Arising from the same Facts Galang v. CA (1961) Tee Hook Chun arrived in the Philippines with a Philippine passport. Galang, the Commissioner of Immigration, ordered the exclusion of Tee as he was not entitled to use a Philippine passport. A criminal case was filed against Tee for violation of the immigration law. He was found guilty. On appeal to the CA, the appellate court ordered his release upon filing of bail. The Commissioner did not release Tee because of the exclusion order previously issued. Upon petition by Tee, the CA issued a writ of habeas corpus. It said that the filing of the criminal action is a waiver of the administrative proceeding to exclude THC. Although the criminal action and the administrative proceeding for his exclusion arise from the same set of facts, one does not bar the action in the other. The institution of the criminal action is not a waiver of the authority to institute administrative action. Although arising from the same facts, the criminal and administrative actions were done pursuant to different provisions of the immigration act. 93 Co San v. Director of Patents (1961) Co San was acquitted in an unfair competition case filed by Jose Ong Lian Bio in the CA. In another case, Co San filed a petition with the Philippine Patent Office for cancellation of letters of patent issued to Ong Lian Bio over two designs for luggages. Co San's petition was dismissed. Co San contends that the Director of Patents should have accepted the findings of fact of the CA that Co San was the prior user of the design in issue and that the designs in the Letter Patents issued to Jose Ong Lian Bio are not new and original. The Director of Patents in the administrative case is not bound by the findings arrived at by the CA in the criminal case. The question in the cancellation proceedings refers to the validity of the design patents issued to Ong Lian Bio; while the inquiry in the criminal case is whether Co San unfairly competed against the luggage of Ong Lian Bio protected by the design patent. The first is within the cognizance of the Patent Office; the second under the jurisdiction of the CFI. The acquittal of Co San by the CA was not based on the cancellation of a patent but on the opinion that he had not deceived Jose Ong Lian Bio. Villanos v. Subido (1972) Villanos, a public school teacher, wrote a letter jointly addressed to her co-teachers, containing libelous remarks against the said co-teachers. A criminal action for libel was instituted against Villanos. She was convicted, and her conviction was affirmed by the CA. The co-teachers also filed an administrative complaint against Villanos for gross discourtesy to them, and for using disgraceful language. A condemnatory decision in a criminal case, even if final, by itself alone, cannot serve as basis for a decision in an administrative case involving the same facts, for the simple reason that matters that are material in the administrative case are not necessarily relevant in the criminal case. The finding of guilt beyond reasonable doubt in the criminal case is not conclusive on the administrative case. There are defenses, excuses and attenuating circumstances of value in administrative proceedings which are not admissible in the trial of the criminal cases. Even where criminal conviction is specified by law as a ground for suspension or removal of an official or employee, such conviction does not ex-proprio vigore (by its own force) justify automatic suspension without investigation and hearing as to such conviction. PNR v. Domingo (1971) Mafe, a mechanic employed by the Philippine national Railways (PNR), was charged with qualified theft for stealing a brass bearing from PNR. He was acquitted by the trial court on the ground that the prosecution failed to establish his guilt beyond reasonable doubt. After the promulgation of judgment, Mafe filed a motion to amend the decision alleging that he was dismissed by the PNR. He argued that since he was acquitted of the crime for which he was dismissed, he should be reinstated. Judge Domingo of the trial court ordered the reinstatement, and payment of backwages of Mafe. The trial court, in the criminal case, has no authority to order the payment of backwages in the event of an acquittal of the accused employee. An acquittal of the accused does not necessarily mean that he is not civilly liable. The exception to this is if the acquittal was for absolute lack of evidence which amounted to a judicial declaration that the accused was innocent and did not commit the act charged. Such exception is not applicable in this case because Mafe was acquitted merely on reasonable doubt. Such an acquittal could not overturn the verdict of guilty in the administrative case, by virtue of which Mafe had already been dismissed. While an accused who had been acquitted may, in appropriate cases, claim payment of backwages or reinstatement, his relief lies not in the same criminal case but in the proper administrative 94 civil action prescribed by law. Generally, acquittal in a criminal case does not carry with it relief from administrative liability. The administrative case may proceed independently of the criminal action for the same act or omission and requires only a preponderance of evidence to establish administrative guilt. Tan v. COMELEC (1994) Tan, as the City Prosecutor of Davao, was designated by the COMELEC as the Vice-Chairman of the City Board of Canvasser of Davao City. Garcia won the mayoralty elections, and his rival candidate, Alterado, filed a number of cases questioning the validity of Garcia's proclamation. The electoral protests were eventually dismissed. Alterado filed with the Ombudsman a criminal complaint for Falsification of Public Documents against Tan. Alterado also filed with the COMELEC an administrative complaint against Tan. Tan moved to dismiss the administrative complaint in the COMELEC on several grounds, among which is forum-shopping. Dismissal on the ground of forum-shopping is untenable. The investigation then being conducted by the Ombudsman on the criminal case, on the one hand, and the inquiry into the administrative charges by the COMELEC, on the other hand, are entirely independent proceedings. Neither would the results in one conclude the other. An absolution from a criminal charge is not a bar to an administrative prosecution or vice versa. Ocampo v. Office of the Ombudsman (2000) An administrative case for serious misconduct and/or fraud or wilful breach of trust was filed against Ocampo with the Ombudsman. He did not file his counter-affidavit, and was later dismissed. On his MR, he alleged, through a manifestation that his criminal case for estafa based on the same facts was dismissed by the RTC. Dismissal of the criminal complaint only means that there was failure to prove guilt beyond reasonable doubt on the part of the accused. The quantum of evidence required in an administrative proceeding (substantial evidence) is different from that in a criminal proceeding (proof beyond reasonable doubt). Considering the difference in the quantum of evidence, procedure followed and sanctions imposed in criminal and administrative proceedings, the findings and conclusions of one body should not necessarily be binding on the other. Millares v. Go (2001) An administrative complaint for grave misconduct based on the charge of double homicide resulted to Millares’ dismissal from service. However, the criminal case for homicide that was filed against Millares based on the same facts was dismissed. Factual findings of administrative agencies, especially when affirmed by the Court of Appeals, are conclusive upon the Court. Criminal and civil cases are altogether different from administrative matters such that the disposition in the first two will not inevitably govern the third and vice versa. Ferrer v. Sandiganbayan (2008) Ferrer was charged with a violation of Sec. 3(e) of RA 3019.The Office of the President absolved him of administrative liability, but the Sandiganbayan’s second division refused to grant any of the reliefs he sought including a motion for reinvestigation, motions for reconsideration, a petition for certiorari, and a 95 motion for re-evaluation of a finding of probable cause. The dismissal of an administrative case does not necessarily bar the filing of a criminal prosecution for the same or similar acts which were the subject of the administrative complaint. Acuzar v. Journal (2010) Jorolan filed an administrative case against Acuzar before the People’s Law Enforcement Board, charging Acuzar of grave misconduct for allegedly having an illicit relationship with Jorolan’s minor daughter. He also filed a criminal case against Azucar for violation of the Child Abuse Act. PLEB found Acuzar guilty and ordered him dismissed from the PNP. Criminal and administrative cases are separate and distinct from one another. Criminal cases require proof beyond reasonable doubt, while administrative cases only require substantial evidence. They could proceed independently of each other. The PLEB correctly exercised jurisdiction over the case, it being the administrative disciplinary body tasked to hear complaints against erring PNP members. Rules of Evidence Philippine Movie Picture Workers Association v. Premier Production (1953) The company filed a petition with the CIR seeking authority to lay off 44 of its workers. The CIR conducted an ocular inspection of the studios and its premises, and on the strength of its findings, authorized the lay-off of the workers. The workers were still entitled to hearing. Ocular inspection is not equivalent to a trial or presentation of evidence, as it is only an auxiliary remedy. Nevertheless, conducting an ocular inspection in order to resolve an issue is not expressly prohibited. Estate of Florenciano Buan v. Pambusco (1956) Buan applied for a certificate of public convenience with PSC. PSC ordered a survey of passenger traffic to determine the necessity of such CPC. It stationed at two strategic places two of its checkers who determined the number of passengers for one week. The checkers later submitted their findings. PSC then denied Buan’s application. The sending of checkers for purposes of observation was justified. An administrative agency may act on its own and use methods which will enable it to obtain substantial evidence. The court is not required to examine the proof relied upon by agencies in their decisions de novo. Rizal Light Co. v. Municipality of Rizal (1968) On the basis of the evidence adduced from an inspection made by PSC’s engineers on Rizal Light’s electric plant, and after the latter’s failure to appear in hearings and to submit evidence, PSC revoked Rizal Light’s CPC and granted one for Morong Electric. The Court is not required to examine the proof anew, and the revocation made by PSC was valid. When prosecuting and investigating duties are delegated by statute to an administrative body such as the PSC, 96 said body may make steps it believes appropriate for the proper exercise of said duties, particularly in the manner of informing itself whether there is probable violation of law and/or its rules and regulations. It may initiate an investigation, file a complaint, and then try the charge as preferred. So long as the respondent is given a day in court, there can be no denial of due process, and objections to said procedure cannot be sustained. Borja v. Moreno (1964) Borja allegedly closed the Matlaue, a public river located in his private land, in violation of a law. He was subjected to an administrative complaint by the DPWC which ruled against him. Later, the trial court granted Borja’s request and declared null and void DPWC’s decision. There was substantial evidence to support that it was indeed a public navigable river, and if there is substantial evidence to support the findings of an administrative official in matters within its competence, the courts are bound to look no further - not even to consider evidence of a preponderant nature. The court, however, did not overturn the trial court’s decision because the investigation wherein the evidence was received was conducted with manifest disregard of due process. Maceda v. Energy Regulation Board (1991) In line with the hearing regarding the provisional increase in oil prices, ERB prescribed that testimonies were to be in affidavit form and that Caltex’s cross-examination be deferred to allow other applicants for the increase to present their evidence first. Maceda objected to this order alleging that it resulted in a violation of his right to due process. The exercise of this discretion in the order of testimony out of the order prescribed by the rules is not improper, because such a relaxed procedure is especially true in administrative bodies. In the broad interest of justice, the administrative body may, in any particular manner, except itself from technical rules and apply such suitable procedure as shall promote its objectives. Bantolino v. Coca-Cola Bottles Phils. Inc (2003) 62 Coke employees filed a complaint for ULP but failed to attend the scheduled mandatory conferences or to submit their affidavits so the claims of 52 of them were dismissed. The Labor Arbiter rendered a decision ordering reinstatement and full backwages. However, the CA ruled that the affidavit of 7 out of the remaining 10 should not have been given probative value for their failure to affirm the contents thereof and undergo cross-examination. It was proper to ascribe evidentiary value to the affidavits despite the failure to affirm their contents and undergo cross-examination. The NLRC is not bound by technicalities of law and procedure. It was conferred by law the discretion to determine the necessity of a formal trial or hearing. Trial-type hearings are not even required. Rules of evidence are also not strictly observed in proceedings before administrative bodies where decisions may be reached on the basis of position papers only. Note: This decision seems contrary to the Administrative Code which, in Sec. 12, (3) provides that “every party shall have the right to cross-examine witnesses presented against him and to submit rebuttal evidence”. However, it must be remembered that Art. 221 of the Labor Code explicitly states that “the rules of evidence prevailing in courts of law or equity shall not be controlling and it is the spirit and intention of this Code that the Commission and its members shall use every and all reasonable means to 97 ascertain the facts in each case speedily and objectively and without regard to technicalities of law and procedure, all in the interest of due process.” Civil Service Commission v. Colangco (2008) Colangco took and passed the professional board examination for teachers and was later appointed as a teacher. Thereafter, CSC made an investigation and found Colangco guilty of dishonesty and conduct prejudicial to the best interest of the service because it was not him who applied for and took the exam. CA ruled that photocopied documents used by CSC should have been authenticated and that only documents or public records duly acknowledged or certified could be presented in evidence without further proof. CSC cases do not require strict adherence to technical rules of evidence, so it validly considered the admissibility of such evidence. Moreover, CSC ensured that Colangco was accorded due process during the investigation and that there was substantial evidence supporting the finding that he was guilty. 3. Fact-finding, investigative, licensing and rate-fixing powers Fixing of Rates, Wages, Prices Panay Autobus Co. v. Philippine Railway Co. (1933) Public Service Commission granted the Phil. Railway Co. the power to fix its own rates in order to compete with the rates of road trucks and auto buses. Such grant is invalid. The Legislature delegated to the PSC the power of fixing rates of public services but it was not authorized by law to delegate to Phil. Railway Co. the power to alter its freight rates whenever it should find it necessary to do so, because the PSC cannot determine whether such new rates will be just and reasonable. KMU Labor Center v. Garcia (1994) The authority given by LTFRB to provincial bus operators to set a fare range over and above the authorized existing fare is an undue delegation of legislative authority. LTFRB is only authorized under EO 202 to determine, prescribe, approve, review and adjust fare rates relative to the operation of public land transportation services. Ynchausti Steamship Co. v. Public Utility Commissioner (1922) When a public utility entered the public service, the control and operation of its property was subject to reasonable rules and regulation by the public. To that extent, it was a taking of private property. When the taking was not full, final or complete, but in the nature of continuous taking and appropriation, it follows that there would be a fluctuation in the market value of the property in public service. Thus, in fixing just rates, it must be founded upon conditions fair and reasonable both to the owner and the public. Vigan Electric v. PSC (1964) In making findings of fact, PSC performed a function partaking of a quasi-judicial character, the valid exercise of which demands previous notice and hearing, otherwise, the order is null and void. As a 98 general rule, a public utility must be afforded some opportunity to be heard as to the propriety and reasonableness of rates fixed for its services by a public service commission. Manila International Airport Authority v. Airspan Corp. (2004) MIAA is an attached agency of the DOTC and as such, Section 9, Chapter 2, Book VII of the 1987 Administrative Code applies to it, which provides that no rule or final order involving the fixing of rates shall be valid unless the proposed rates have been published in a newspaper of general circulation at least two weeks before the first hearing thereon. Licensing Function Gonzalo Sy Trading v. Central Bank (1976) A license is not a contract between the sovereign and the licensee and it is not a form of property to which the constitutional prescription against impairment of the obligation of contracts may extend. A license is a special privilege of a permission or authority to do what is within its terms. D. Judicial Recourse and Review Doctrine of Primary Jurisdiction or Preliminary Resort General Principles • If the case is such that its determination requires the expertise, specialized skills and knowledge of the proper administrative bodies because technical matters or intricate questions of facts are involved, then relief must first be obtained in an administrative proceeding before a remedy will be supplied by the courts even though the matter is within the proper jurisdiction of a court. (Industrial Enterprises v. CA, (1990)) • The doctrine applies “where a claim is originally cognizable in courts, and comes into play whenever enforcement of the claim requires the resolution of issues which, under a regulatory scheme, have been placed within the special competence of an administrative body, in such case the judicial process is suspended pending referral of such issues to the administrative body for its view” (Industrial Enterprises v. CA, supra.) • It behooves the courts to stand aside even when apparently they have statutory power to proceed in recognition of the primary jurisdiction of an administrative agency. • Just to be clear, the doctrine of primary jurisdiction does not mean that cases (which are under the primary jurisdiction of the administrative agencies) brought to the courts should be dismissed outright. Rather, where primary jurisdiction comes to play in a case, “the judicial process is suspended pending referral of such issues to the administrative body for its view.” (Industrial Enterprises vs. CA, supra.) • The doctrine of primary jurisdiction does not warrant a court to arrogate unto itself the authority to resolve a controversy the jurisdiction over which is initially lodged with an administrative body of special competence. (Viadad v. RTC Negros, (1993)) 99 Philippine Global Communications v. Relova (1980) Phil. Global Communications was granted authority to establish a station in Cebu City. Other telecommunications companies opposed the grant. They filed a petition for declaratory relief with the CFI, arguing that PGC’s legislative franchise restricted where and how it could establish stations in the Philippines. PGC moved to dismiss the petition, but the motion was denied, so it went to the Supreme Court. It argued that the primary jurisdiction rested with the NTC, which had yet to resolve the other telecommunications companies motion for reconsideration. Since there was a legitimate legal question regarding the scope of PGC’s legislative franchise, the courts could properly have jurisdiction. The doctrine of primary jurisdiction would only operate if it could be proved that the administrative agency in question did have authority to act. There being doubts regarding the NTC’s power in this case, the judicial remedy sought by the other telecommunications companies’ was proper. Vidad v. RTC Negros Occidental (1993) A group of public school teachers held a mass action/strike demanding that their salaries be released. The DECS Regional Office issued a return to work order, but the teachers did not accede. This led to the filing of administrative complaints. In response, the teachers filed a complaint for injunction, prohibition and damages against the officials, and a TRO was granted. The DECS officials filed an MTD. Both motions were denied, leading to a certiorari to the SC. The OSG could properly represent the officials, and the MTDs were correctly denied. As to the latter, the Court held that if the bad faith on the part of the officials is proven, damages are in order, and so the complaints could be dismissed. However, in the interest of good order, the court cases should be suspended until a final determination in the administrative proceedings. Industrial Enterprises v. CA (1990) IEI filed an action for rescission of the MOA it executed with MMIC. RTC rescinded the MOA. CA reversed. IEI's cause of action was not merely the rescission of a contract but the reversion or return to it of the operation of the coal blocks, which properly falls within the domain of BED. Moreover, the doctrine of primary jurisdiction finds application in this case but does not warrant its dismissal. It should only be suspended until after the matters within the competence of the BED are threshed out and determined. DOCTRINE OF PRIMARY JURISDICTION: The Court has jurisdiction to take cognizance of a particular case, which means that the matter involved is also judicial in character. However, if the case is such that its determination requires the expertise, specialized skills and knowledge of the proper administrative bodies because technical matters or intricate questions of fact are involved, then relief must first be obtained in an administrative proceeding before a remedy will be supplied by the courts even though the matter is within the proper jurisdiction of court. Conrad v. CA (1995) Fitrite and its sister company Victoria are engaged in biscuits and cookies business bearing the trademark “Sunshine”, which trademark was registered with the BPTTT. The companies found out that another company, Conrad, was designated as exclusive dealer of Sunshine Biscuits, Inc., an American company. Fitrite and Victoria sought to enjoin Conrad from continuing its business as its acts allegedly 100 constitute infringement and unfair competition under the Trademark Law. On motion by Conrad, the RTC dismissed the case on the ground that the BPTTT has jurisdiction considering the American company had already filed a cancellation case against Fitrite and Victoria with the BPTTT. The doctrine of primary jurisdiction is not applicable in this case. The issue involved in the administrative case is different from that of the issue before the RTC. In the administrative case, the issue is whether the trademark of Fitrite/ Victoria is subject to cancellation. In the case before the RTC, the issue is whether Conrad's acts constitute infringement of Fitrite's trademark. Philippine Veterans Bank v. CA (2000) Parcels of land owned by petitioner were taken by the DAR for distribution pursuant to the Comprehensive Agrarian Reform Law. It was dissatisfied with the valuation of the land so it filed a petition for a determination of just compensation for its property with the RTC. The RTC dismissed the petition on the ground that it was filed beyond the 15-day reglementary period for filing appeals from the orders of the DARAB. Pursuant to Rule XIII, Sec. 11 of the DARAB Rules of Procedure, the decision of the Adjudicator on the land valuation and preliminary determination and payment of just compensation shall not be appealable to the Board but shall be brought to the RTC designated as a Special Agrarian Court within 15 days from receipt of the notice thereof. Since Veterans’ petition in the RTC was filed beyond the 15-day period, the RTC correctly dismissed the case. Exhaustion of administrative remedies General Principles The doctrine of exhaustion of administrative remedies requires that resort be first made with the administrative authorities in the resolution of a controversy falling under their jurisdiction before the same may be elevated to a court of justice for review. (Estrada et al. vs. CA, (2004)) Where the enabling statute indicates a procedure for administrative review and provides a system of administrative appeal/reconsideration, the courts will not entertain a case unless the available administrative remedies have been resorted to and the appropriate authorities have been given opportunity to act and correct the errors committed in the administrative forum (Paredes v. CA; Lopez v. City of Manila, (1999); Garcia v. CA (2001)) Only judicial review of decisions of administrative agencies made in the exercise of their quasijudicial function is subject to the exhaustion doctrine (Smart v. NTC (2003)) The Court in Smart v. NTC defined quasi-legislative or rule-making power as the power to make rules and regulations which results in delegated legislation that is within the confines of the granting statute and the doctrine of non-delegation and separation of powers. On the other hand, quasi-judicial or administrative adjudicatory power was defined as the power to hear and determine questions of fact to which the legislative policy is to apply and to decide in accordance with the standards laid down by the law itself in enforcing and administering the same law. Exceptions to the doctrine: a. Issue involved is purely a legal question b. Administrative action is patently illegal amounting to lack or excess of jurisdiction c. There is estoppel on the part of the administrative agency involved d. There is irreparable injury 101 e. f. g. h. i. j. k. l. m. n. o. p. q. Subject matter is a private land, in land case proceedings Rule does not provide a plain, speedy and adequate remedy There are circumstances indicating the urgency of judicial intervention Violation of due process Respondent is a department secretary who acts as an alter ego of the President bearing the implied and assumed approval of the latter When to require exhaustion of administrative remedies would be unreasonable When it would amount to a nullification of a claim The claim is small Strong public interest is involved In quo warranto proceedings No administrative review is provided by law The rule of qualified political agency applies Issue of non-exhaustion of administrative remedies has been rendered moot Pascual v. Provincial Board (1959) Pascual was administratively charged for acts allegedly committed during his previous term as mayor. He filed a motion to dismiss with the Provincial Board alleging that he cannot be punished for acts committed during his previous term. The Board denied his motion. He filed a petition for prohibition with the CFI, which dismissed his petition on the ground of being premature, as he had not appealed to the Executive Secretary as provided in the Admin Code. While the principle of exhaustion of administrative remedies is followed in this jurisdiction, the said principle has some exceptions. One exception, under which this present case falls, is where the question involved is a purely legal question. With regard to the acts involved as a ground to discipline him, the SC subscribes to the predominant view in US jurisprudence that a municipal officer cannot be removed for acts committed during his previous term. Alzate v. Aldana (1960) Anacleto Alzate, Principal of the South Provincial High School, wrote to the Director of Public schools claiming that considering his length of service and other qualifications he is entitled to automatic salary increases of 5 salary rates as provided for by law. The Director replied telling him that he is only entitled to an increase of 1 salary rate. Alzate requested for reconsideration of the ruling but after almost a month, no action had been taken by the Director. Thus, he filed an action for mandamus to compel the respondents Director of Schools and the Division Superintendent of Schools to adjust his salary. The respondents filed a motion to dismiss on the ground that Alzate’s petition failed to state a cause of action in view of the latter’s alleged failure to exhaust administrative remedies. The trial court granted this motion. The fact that the parties had to agree and the court had to approve the agreement that the Director shall recommend to the proper official no later than 30 June 1958 and before the closing of office hours on the same date the commitment of the sum claimed by Alzate to prevent its automatic reversion is a recognition by the parties as well as the court of the validity and urgency of the action taken by the petitioner. In view of the special circumstances of the case, Alzate’s resort to court action without awaiting the Director’s action is not premature. 102 Cipriano v. Marcelino (1972) Leticia’s boss, the municipal treasurer of Calabanga, CamSur, refused to pay her salary and cash equivalent of vacation and sick leaves after Leticia resigned. She went to court through an action for mandamus but this was dismissed because she failed to exhaust all administrative remedies. The doctrine of exhaustion of administrative remedies admits of the exception that there is no plain, speedy, or adequate remedy. The SC granted Leticia’s petition and ordered Marcelino to pay up. Corpus v. Cuaderno (1962) Corpus was removed from his appointment as Special Assistant to the Governor in the Central Bank by the Monetary Board after it found that it would prejudice the CB’s interest for him to remain in that position. It also appointed a replacement. Corpus filed a petition for certiorari, mandamus and quo warranto in order to get his job back. The lower court dismissed his petition on the ground that he failed to exhaust administrative remedies available to him. The doctrine of exhaustion of administrative remedies did not apply. Corpus did not need to go to the Office of the President because no law required it. He did not need to appeal to the Civil Service Commission because the applicable law was the Central Bank charter, which gave the power to remove employees to the Monetary Board, and not the more general Civil Service Law. At most, appeal to the CSC was permissive or voluntary. The SC also took into consideration that the case is a quo warranto proceeding. The Rules of Court emphasized “a need for speed” in resolving cases that involved occupation of public offices, because otherwise the government might have to pay two people for one job. De Lara v. Cloribel (1965) There was a pending conflict between De Lara and P&B with the Secretary of Agriculture and Natural Resources. The Secretary issued an order prohibiting De Lara from operating and entering the contested area until after the conflict was finally decided. De Lara defied this. P&B thus filed a complaint before the CFI of Manila for injunction and damages against De Lara and the Bureau of Forestry. De Lara filed a motion to dismiss, alleging that P&B failed to exhaust all administrative remedies before taking the issue to court. This was denied. As a rule a petition for certiorari interposed to dispute the validity of an order or decision rendered by an administrative official in pursuance of the powers and duties with which he is invested cannot be entertained if the party in interest fails to avail of the administrative remedies. Officials are the most competent to pass upon matters that exclusively come within their jurisdiction. However, such rule may be relaxed when its application may cause great and irreparable damage which cannot otherwise be prevented except by taking the opportune appropriate court action. Paredes v. CA (1996) Petitioners sought the nullification of 3 rules of A.O. Nos. 1 & 2 on rate increases before the CA which dismissed their petition and MR on the ground of non-exhaustion of administrative remedies. SC affirmed the CA ruling that the petitioners should have first availed of the accessible remedy provided in the enabling law (i.e., BP 325), which required Cabinet approval of such rate increases and charges, before resorting to the judicial process. 103 The principle of exhaustion of administrative remedies which mandates that relief should first be sought from the highest or most superior administrative agency, the likes of the Cabinet, may prove that a resort to the courts would be unnecessary thereby preventing the courts from being swamped by a resort to them in the first instance. Also, courts should be reluctant to interfere with administrative action prior to its completion or finality, the reason being that in the absence of a final order or decision, the power of the administrative agency concerned has not been fully exercised and there can be no irreparable harm. Quasha v. SEC (1978) Quasha challenged Manila Polo Club’s conversion to a proprietary club and asked for a TRO. SEC denied. He went to the SC who granted such TRO. Doctrine of exhaustion of administrative remedies did not apply. Appeal to the SEC would not be a plain, speedy, adequate remedy. Considering that it was the holiday season and that he was trying to beat the deadline, the petition direct to the SC was proper. Republic v. Sandiganbayan (1996) PCGG issued sequestration orders against Sipalay and Allied. They assailed such orders. It was only 7 years after that PCGG filed a motion to dismiss on the ground of failure to exhaust all administrative remedies. The rule on exhaustion of administrative remedies does not apply. There was no absolute necessity of appealing respondent PCGG’s resolution to the Office of the President. Official inaction or unreasonable delay, as heretofore intimated, is one of the exceptions to the rule on non-exhaustion of administrative remedies. The other exception is “where there is estoppel on the part of the party invoking the doctrine,” consisting in the PCGG’s being guilty of estoppel by laches. Paat v. CA (1997) The de Guzmans’ truck was confiscated by the DENR. After failing to provide an explanation, the order of confiscation was affirmed by the DENR Regional Executive Director. They filed a letter of reconsideration, which had a pronouncement that if it be denied, then the same letter must be considered an appeal to the DENR secretary. True enough, the Regional Director forwarded the letter as an appeal. Pending resolution however, the de Guzmans filed a replevin suit before the RTC Cagayan. The statement in the reconsideration letter re: an appeal meant that the de Guzmans knew they had other forums to go to for exhaustion of administrative remedies, before they could come to court. The RTC, then, did not have jurisdiction to issue a replevin. Lopez v. City of Manila (1999) The City Council of Manila enacted Manila Ordinance No. 7894, entitled “An Ordinance Prescribed as the Revised Schedule of FMVs of Real Properties of the City of Manila”. With the implementation of the ordinance, the tax on the land owned by Lopez was increased by 580%. Lopez filed a special proceeding for the declaration of nullity of MO 7894. On the same date, Manila Ordinance No. 7905 amending Ordinance 7894 took effect, reducing by 50% the assessment levels. The trial court dismissed the petition for failure to exhaust administrative remedies. 104 The case does not fall under the exception to the rule of exhaustion of administrative remedies. General Rule: Where the law provides for the remedies against the action of an administrative board, body, or officer, relief to courts can be sought only after exhausting all remedies provided. The reason rests upon the presumption that the administrative body, if given the chance to correct its mistake or error, may amend its decision on a given matter and decide it properly. Exceptions: With regard to questions on the legality of a tax ordinance, the remedies available to the taxpayer are provided under Sections 187, 226, and 252 of RA 7160. Also, the subsequent amendment of MO 7894 has rendered Lopez’ petition, moot and academic, for his failure to amend his cause of action. Garcia v. CA (2001) An administrative complaint was filed against Garcia. While the case was pending, he filed for a TRO to enjoin the proceedings of the administrative case. The trial court granted the TRO and subsequently a writ of preliminary injunction. Garcia’s petitions, while the administrative case was pending, were in violation of the principle of exhaustion of administrative remedies. While there are exceptions to that general rule, the case does not fall under the exceptions. The court also ruled that the trial court gravely abused its discretion by granting Garcia’s motions. DAR v. Apex Investment (2003) Apex’s lands were subjected to CARL. But DAR Notices of the acquisition were not received by Apex because it changed its office when it became SM investments and the Notices were sent to the old office address. Apex only learned of the acquisition in a newspaper. It filed a protest and a supplemental protest with the Provincial Agrarian Reform Office. It was only more than a year after that PARO forwarded the protest to DAR. DAR only made Apex submit documents which were already attached to its Protest. Meanwhile, Apex’s TCT has been cancelled and transferred to an alleged farmer-beneficiary. Apex filed a petition for certiorari and prohibition with the CA. The aggrieved landowners were not supposed to wait until the DAR acted on their letter-protests (after it had sat on them for almost a year) before resorting to judicial process. Given the official indifference which, under the circumstances could have continued forever, the landowners had to act to assert and protect their interests. Smart v. NTC (2003) Pursuant to its rule-making and regulatory powers, NTC promulgated rules and regulations on the billing of telecommunications services. Petitioners-communications companies filed an action for declaration of nullity of the billing circulars. The NTC moved to dismiss the case for failure of petitioners to exhaust administrative remedies. The trial court has jurisdiction to hear and decide the civil case. Judicial power includes the authority of the courts to determine the validity of the acts of administrative agencies. In questioning the validity or constitutionality of a rule or regulation issued by an administrative agency, a party need not exhaust administrative remedies before going to court. This principle applies only where the act of the administrative agency concerned was performed pursuant to its quasi-judicial function, and not when the assailed act pertained to its rule-making or quasi-legislative power. In like manner, the doctrine of 105 primary jurisdiction applies only where the administrative agency exercises its quasi-judicial or adjudicatory function. Estrada et al. v. CA (2004) Estrada, Canilang, and Lim as concerned citizens and taxpayers, filed before the Olongapo City RTC a complaint for Injunction and Damages with Prayer for Preliminary Injunction and TRO against respondent Bacnotan Cement Corporation and 4 other parties. They alleged that BCC’s cement plant is a nuisance as it will cause pollution, and prayed that BCC be restrained and prohibited from operating it. BCC filed a motion to dismiss, alleging that Estrada et al. failed to exhaust administrative remedies before going to court, i.e. they should have gone to the DENR via the Pollution Adjudication Board (PAB) first, which renders their complaint dismissible on the ground of lack of cause of action. RTC denied BCC’s motion to dismiss and granted Estrada et al.’s prayer. CA set aside the RTC’s order, and lifted the writ of injunction and dismissed the complaint insofar as BCC was concerned. Estrada et al. filed a petition for review on certiorari before the SC. Estrada et al. failed to exhaust administrative remedies before going to court, which renders their complaint dismissible on the ground of lack of cause of action. The case is NOT one of those recognized exceptional circumstances where prior resort to administrative agencies need not be made before going to court. There is NO basis to their claim that their immediate recourse to the regular courts is justified because they were in danger of suffering grave and irreparable injury from the operation of BCC’s cement plant, and the DENR is powerless to grant them proper relief. The DENR, via the Pollution Adjudication Board, has the power to grant Estrada et al. the proper relief. Regino v. PCST (2004) Regino (student) filed a Complaint for damages against PCST and two of its teachers for having disallowed her from taking final examinations allegedly due to her refusal to buy tickets for the school’s fund raising campaign. Respondents filed a Motion to Dismiss for failure to exhaust administrative remedies. According to respondents, the question raised involved the determination of the wisdom of an administrative policy of the PCST; hence, the case should have been initiated before the proper administrative body, Commission of Higher Education (CHED). The doctrine of exhaustion of administrative remedies has no bearing on the present case since Regino is not asking for the reversal of the policies of PCST. Also, exhaustion of administrative remedies is applicable only when there is competence on the part of the administrative body to act upon the matter complained of. In this case, the CHED does not have the power to award damages. Hence, Regino could not have commenced her case before the Commission. Lastly, the exhaustion doctrine admits of exceptions, one of which arises when the issue is purely legal and well within the jurisdiction of the trial court. Regino's action for damages inevitably calls for the application and the interpretation of the Civil Code, a function that falls within the jurisdiction of the courts. Flores v. Sangguniang Panlalawigan (2005) An administrative complaint was filed against Mayor Flores with the Sangguniang Panlalawigan. The Sanggunian issued an Order recommending to the Governor the preventive suspension of Flores. Flores wrote a letter to the Governor asking “to veto” the Order. Without filing for reconsideration of the Order, or waiting for the Governor's action, he filed a petition for certiorari with the CA to nullify the Order. The CA dismissed his petition for failure to exhaust all administrative remedies. 106 Flores still had remedies within the administrative machinery. He could have filed a motion for reconsideration of the Order. He could have also waited for the Governor to act on the matter, considering that the Governor is the one empowered by the law to impose preventive suspension. Having failed to exhaust the available administrative remedies, the intervention of the courts should not be resorted to. CSC v. DBM (2005) The Civil Service Commission (CSC) filed a petition for mandamus before the Supreme Court seeking to compel the Department of Budget and Management (DBM) to release the balance of its budget for fiscal year 2002. DBM opposed arguing, among others, that CSC’s petition must be dismissed because the latter failed to exhaust administrative remedies as it could have sought clarification from DBM’s Secretary regarding the extent of its fiscal autonomy before resorting to court action. The rule on exhaustion of administrative remedies applies only where there is an express legal provision requiring such administrative step as a condition precedent to taking action in court. As the CSC is not mandated by any law to seek clarification from the Secretary of Budget and Management prior to filing the present action, its failure to do so does not call for the application of the rule. Obiasca v. Basallote (2010) Jeane was appointed to Administrative Officer II and she immediately assumed the duties of her office. She later learned that her appointment was never transmitted to the CSC for approval because of a requirement imposed by the Superintendent of Schools that she failed to submit. Rather than aid her in the submission of this requirement, the principal of her school refused to affix her signature and the Superintendent advised Jeane to just go back to being a teacher. Barely two months later, Arlin was assigned to the position of Administrative Officer II. Jeane complained to the CSC, which eventually recalled Arlin’s appointment and approved Jeane’s appointment. Arlin went up to the CA right away, forgetting to file an appeal to the CSC resolution which then became final. SC struck his petition down on this ground as well as on substantive grounds. One must exhaust administrative remedies provided by law before resorting to the courts. Factors affecting finality of administrative decisions 1. Failure to seasonably file a Motion for Reconsideration within the period provided for by law or by the rules of procedure duly issued by administrative bodies. (Fortich v. Corona, (1998)). Compliance with the period is not only a mandatory but also a jurisdictional requirement. (Antique Sawmill Inc. v. Zayco, (1960)) 2. Decisions of administrative officials which are not clearly wrong will not be interfered with by courts. (Sotto v. Ruiz ,(1921)) However, judicial review is available if the decision is rendered in excess of authority. The availability of judicial review remains despite the absence of a statutory provision to that effect. (Uy v. Palomar, (1969)) 3. Decisions or orders issued by administrative agencies or officials in the exercise of administrative functions are generally not interfered with by courts because such bodies are generally better equipped technically to decide administrative questions and non-legal factors, such as government policy on the matter. (Manuel v. Villena, (1971)). However, if the administrative official has gone beyond his authority or the decision was vitiated by fraud, imposition or mistake, 107 judicial review is proper (Manuel v. Villena, (1971)). In addition, judicial review has also been held to be proper in case the administrative official has exercised grave abuse of discretion or if an error of law, fraud or collusion attended the decision (SMC v. Secretary of Labor, (1975)). 4. Findings of fact of administrative agencies which are supported by substantial evidence are accorded great weight and respect on appeal. (UCPB v. E. Guanzon, (2009)) Thus, if the findings are not supported by substantial evidence, the court can make its own independent evaluation of facts. (UCPB v. E. Guanzon, (2009)) Summary of grounds when judicial review is valid despite finality of administrative decisions: • Decision is clearly wrong. • Decision is manifestly arbitrary, capricious or unjust. • Decision is not based upon any reasonable interpretation of law. • Administrative body or officer has gone beyond statutory authority. • Administrative agency exercised unconstitutional powers. • Decision is vitiated by fraud, imposition or mistake. • Lack of jurisdiction. • Grave abuse of discretion. • Decision violates or fails to comply with some mandatory provision of law. Fortich v. Corona (1998) The Quisumbings’ 144 hectare- land was previously covered by the CARP, but an ordinance was passed converting some areas, including their land, into an industrial zone. Several government sectors approved the application for conversion, including the Office of the President. DAR filed a motion for reconsideration but did not make it within the reglementary period, so it filed a second MR. Pending resolution of the second MR, the Sumilao farmers who were the supposed beneficiaries of the land under the CARP staged a hunger strike in front of DAR, which led the Office of the President, through Deputy Executive Secretary Corona, to issue a “Win-Win” Resolution modifying its earlier decision after it had already been final and executory, and which reduced the land to be converted to 44 hectares. Since no one had seasonably filed an MR of the first decision, it had already become final and executory. Thus, the Office of the President had already lost its jurisdiction to re-open the case and to modify its decision. It could also not have entertained the second MR because AO No. 18 and the Rules of Court provide that only one MR is allowed. Even if the second MR was allowed under “exceptionally meritorious cases”, it could not have been entertained because the first MR was not seasonably filed, thereby allowing the first decision to lapse into finality. Antique Sawmill Inc v. Zayco (1960) Zayco appealed an order of the Secretary of Agriculture to the Office of the President 50 days from the receipt of the order sought to be reconsidered, which was beyond the 30-day reglementary period. Zayco contends that the period provided by the rules is a mere procedural technicality which, at least in administrative proceedings, may be liberally construed. Compliance with the period provided by law for the perfection of an appeal is not merely mandatory but also a jurisdictional requirement. Failure to comply with the reglementary period has the effect of rendering final the judgment of the court. That administrative rules and regulations have the force of law and can no longer be questioned, because public interest requires that proceedings already terminated should not be altered at every step. 108 Sotto v. Ruiz (1921) Ruiz, the Director of Posts, refused to forward as registered mail copies of “The Independent,” a weekly periodical, because it allegedly contained libelous matters. The Director of Posts has the power to determine whether certain mail matter is obscene, lewd or libelous. However, this authority is subject to review by the court when there is clear error in his judgment. In this case, since there was no direct attack on any person, the contents could not be deemed libelous. Uy v. Palomar (1969) Uy, a PCSO agent, devised a Grand Christmas Bonus Award plan in order to boost the sales of tickets for the PCSO Grand Christmas Sweepstakes Draw. However, the Postmaster General found that his plan amounted to “conducting a lottery or gift enterprise” in violation of the Postal Law and issued a Fraud Order directing all postmasters to return all mail matter sent by Uy. Uy questioned this order. The absence of statutory provisions for judicial review does not necessarily mean that access to the courts is barred; the courts will not interfere with the decisions of the Postmaster General unless it clearly appears that the decision is wrong, notwithstanding the absence of statutory provision for judicial review of his action. Indeed, the Postmaster General issued the fraud order in a mistaken view of the law, as Uy’s plan is not lottery or gift enterprise for failing to satisfy the test laid down in jurisprudence. There being no legal basis for the fraud order, there was also no adequate administrative remedy for Uy to avail of. His action for injunction was proper and not premature for failure to exhaust all remedies. Manuel v. Villena (1971) Manuel filed an application for a Tree Farm Permit on his land, but was denied by the Director of Forestry because a certain Villena already filed for the same application on the same land. Manuel argued that he was denied due process for not being afforded the services of counsel and that the investigation concerning the application was not completed. As a general rule, courts will refuse to interfere with proceedings undertaken by administrative bodies or officials in the exercise of administrative functions, because such bodies are generally better equipped technically to decide administrative questions and that non-legal factors, such as government policy on the matter, are usually involved in the decisions. However, if (1) the official has gone beyond his statutory authority, exercising unconstitutional powers, or clearly acting arbitrarily and without regard to his duty or with grave abuse of discretion; or (2) the decision is vitiated by fraud, imposition or mistake, judicial review is proper. In this case, Manuel was not only afforded an investigation, but also allowed to appeal the Secretary’s decision. Thus, no denial of due process was shown. San Miguel Co. v. Secretary of Labor (1975) Yanglay was dismissed from his job as operator in the crown cork department of SMC after investigation due to illegal trafficking in company medicines. He filed a complaint for illegal dismissal with the NLRC. After notifying both San Miguel and Yanglay, a mediator-fact finder conducted a preliminary hearing. The NLRC adopted the mediator-fact finder’s report that Yanglay’s dismissal was unjustified but it also ruled that San Miguel did not commit ULP. The NLRC ordered Yanglay’s reinstatement with backwages. San Miguel filed an MR, claiming that the NLRC’s decision was premature, because the mediator-fact finder’s report must be passed upon by an arbitrator. 109 While the NLRC’s action was summary, it did not amount to a denial of due process. Both the mediatorfact finder and the NLRC decided the case on the basis of the company’s investigation. It was evident from the mediator-fact finder’s report that he had considered all the facts and evidence presented by both parties, and, more importantly, that they no longer intended to present further evidence on the matter. Because of this, it was proper for the NLRC to exercise its power of arbitration, and after assessing the evidence before it, render a decision. UCPB v. E. Guanzon (2009) EGI filed with the BSP an administrative complaint against UCPB, et al. for the commission of irregularities and conducting business in an unsafe or unsound manner. The BSP Monetary Board, in a letter-decision, dismissed the administrative complaint of EGI. On appeal, the CA set aside the BSP letterdecision and remanded the case to the BSP Monetary Board for further proceedings. UCPB argued that CA erred in disregarding the findings of fact of the BSP Monetary Board which should be accorded great respect. Although, as a general rule, findings of facts of an administrative agency, which has acquired expertise in the particular field of its endeavor, are accorded great weight on appeal, such rule cannot be applied with respect to the assailed findings of the BSP Monetary Board in this case. Rather, what applies is the recognized exception that if such findings are not supported by substantial evidence, the Court can make its own independent evaluation of the facts. Here, the factual findings of the BSP Monetary Board in its letter-decision were not supported by substantial evidence. 110 c. ELECTION LAW A. Suffrage Suffrage is the right to vote in the election of officers chosen by the people and in the determination of questions submitted to the people. It includes election, plebiscite, initiative, and referendum. (Nachura, 2009) When the right of suffrage is exercised 1. Regular Election Provided by law for the election of officers either nation-wide or in certain subdivisions thereof, after the expiration of the full term of the former officers ALU v. Letrondo-Montejo (G.R. No. 111988, 1994) Employees of AMS Farming Corporation wanted to go on holiday on the date set out for the SK elections, claiming that this was a regular election deemed holiday in their CBA. The Court agreed, ruling that the fact that only those between 15 and 21 take part in the election for members of the SK does not make it any less a regular local election. The Constitution provides, for example, for the sectoral representatives in the House of Representatives of, among others, women and youth. Only voters belonging to the relevant sectors can take part in the election of their representatives. Yet it cannot be denied that such election is a regular national election and the day set for its holding, a holiday. 2. Special Election One held to fill a vacancy in office before the expiration of the full term for which the incumbent was elected 3. Plebiscite Section 10, Article X of the Constitution. No province, city, municipality, or barangay may be created, divided, merged, abolished, or its boundaries substantially altered, except in accordance with the criteria established in the local government code and subject to approval by a majority of the votes cast in a plebiscite in the political units directly affected. Section 10 of the Local Government Code – No creation, division, merger, abolition, or substantial alteration of boundaries of local government units shall take effect unless approved by a majority of the votes cast in a plebiscite called for the purpose in the political unit or units directly affected. Said plebiscite shall be conducted by the Commission on Elections within 120 days from the date of effectivity of the law or ordinance effecting such action, unless said law or ordinance fixes another date. Padilla v. Comelec (1992) R.A. 7155 was enacted creating the municipality of Tulay-na-Lupa. Pursuant to the law and the Constitution, a plebiscite was held. The Plebiscite Board of Canvassers declared the rejection and 111 disapproval of the creation of Tulay-na-Lupa. Governor Padilla filed a case to set aside the plebiscite conducted and to have a new one conducted. He argued that the plebiscite conducted was invalid because a plebiscite should be conducted only in the political units affected, i.e. the 12 barangays comprising Tulay-na-Lupa, to the exclusion of the remaining portions of the mother unit. The meaning of the phrase “political units directly affected” is not limited to the political units being taken together to make a new LGU. It refers to the residents of the political entity who would be “economically dislocated” by the separation of a portion thereof, i.e. the entire mother unit. Miranda v. Aguirre (1999) In 1994, R.A. 7720 converting the Municipality of Santiago into an independent component city was passed and later ratified in a plebiscite. A mere four years later, R.A. 8528, amending R.A. 7720 was enacted, changing the status of Santiago to a component city. Miranda et al. challenged the constitutionality of the latter law, because it did not contain a provision which submitted the law for ratification by the people of Santiago City in a plebiscite. R.A. 8528 was declared unconstitutional for failing to comply with the requirement of plebiscite. A plebiscite is still necessary even if it involves just the reclassification from independent component city to component city. A reading of the constitutional provisions shows that the acts of creating, dividing, merging, abolishing, or substantially altering boundaries of LGUs involve a common denominator: material change in the political and economic rights of the LGUs directly affected and their inhabitants. 4. Initiative Section 3(a) of R.A. 6735 (“The Initiative and Referendum Act”) The power of the people to propose amendments to the Constitution or to propose and enact legislation through an election called for the purpose. Three Kinds of Initiative: a. Initiative on the Constitution b. Initiative on national legislation (statutes) c. Initiative on local legislation Santiago v. COMELEC (G.R. No. 127325, 1997) A lawyer filed a petition to amend the Constitution with the COMELEC. The Court explained that the Constitutional provision on people’s initiative to amend the Constitution can only be implemented by a law to be passed by Congress. No such law has been passed. R.A. 6735 is incomplete, inadequate, or wanting in essential terms and conditions insofar as initiative on amendments to the Constitution is concerned. 112 5. Referendum Subic Bay Metropolitan Authority v. COMELEC (1996) After the Garcia v. COMELEC case was decided by the SC, eventually, the COMELEC scheduled a referendum for the electorate to vote on the petition of Garcia, Calimbas, et al. The SBMA filed suit against the COMELEC, seeking to prevent the holding of a referendum. The SC ruled in favor of the SBMA and held that the COMELEC committed grave abuse of discretion. In its assailed resolution, the COMELEC was preparing for a referendum when it was clear that the petition of Garcia, Calimbas, et al. was one for initiative. The SC clarified that initiative is different from a referendum. Initiative is the power of the people to propose bills and laws, and to enact or reject them at polls independent of the legislative assembly. Referendum is the right reserved to the people to adopt or reject any act or measure which has been passed by a legislative body and which, in most cases, would, without action on the part of electors, become a law. B. Qualification and disqualification of voters Article V, Section 1 of the Constitution To exercise the right of suffrage, a person must be (1) a Filipino citizen; (2) at least 18 years of age; (3) a resident of the Philippines for at least one year; (4) a resident of the place where he proposes to vote for at least six months; and (5) not otherwise disqualified by law. No literacy, property, or other substantive requirement shall be imposed on the exercise of suffrage. Section 9 of R.A. 8189 (Voter’s Registration Act of 1996) Any person, who, on the day of registration may not have reached the required age or period of residence but who, on the day of the election, shall possess such qualifications, may register as a voter. Pundaodaya v. COMELEC (G.R. No. 179313, 2009) The petitioner filed a disqualification case against her opponent on the ground that the latter lacked the residency qualification. In election cases, the Court treats domicile and residence as synonymous terms. Both impart not only an intention to reside in a fixed place but also personal presence in that place, coupled with conduct indicative of such intention. Domicile denotes a fixed permanent residence to which, when absent for business, pleasure, or like reasons, one intends to return. The Court found that petitioner’s opponent had indeed no residency qualification since he had not abandoned his domicile of origin for his present residence. Marcos v. COMELEC (1995) Imelda Marcos ran as a representative in Leyte. The Court ruled in her favor and explained that it is not necessary that a person should have a house in order to establish his residence or domicile in a municipality. It is enough that he should live there, provided that his stay is accompanied by his intention to reside therein permanently. Aquino v. COMELEC (1995) Aquino’s domicile of origin was Tarlac, but he ran in Makati. The Court found him ineligible for the elective position in Makati because of the residency requirement. There is nothing wrong in an individual changing residences so he could run for an elective post, for as long as he is able to prove that he has effected a change of residence for the period required by law. In this case, however, Aquino was unable to sufficiently prove change of residence. 113 Section 118 of B.P. 881 (Omnibus Election Code) The following are disqualified to register as voters: 1. Those convicted by final judgment to suffer imprisonment for not less than one year, unless pardoned or granted amnesty, but their rights are reacquired upon expiration of five years after service of sentence; 2. Those adjudged by final judgment as having committed any crime involving disloyalty to government or any crime against national security, but their rights are reacquired upon expiration of five years after service of sentence; and 3. Insane or incompetent persons, as declared by competent authority. C. Registration of voters Section 3(a) of R.A. 8189 Registration is the act of accomplishing and filing a sworn application for the registration by a qualified voter before the election officer of the city or municipality wherein he resides and including the same in the book of registered voters upon approval by the Election Registration Board. Section 8 of R.A. 8189 The personal filing of application of registration of voters shall be conducted daily in the office of the Election Officer during regular office hours. No registration shall, however, be conducted during the period starting 120 days before a regular election and 90 days before a special election. Section 18 of R.A. 8189 The right to register may be challenged through the following process: 1. Any voter, candidate, or representative of a registered political party may challenge in writing any application for registration, stating the grounds therefor. The challenge shall be under oath and be attached to the application, together with the proof of notice of hearing to the challenger and the applicant. 2. Oppositions to contest a registrant’s application for inclusion in the voter’s list must, in all cases, be filed not later than the second Monday of the month in which the same is scheduled to be heard or processed by the Election Registration Board. 3. The hearing on the challenge shall be heard on the third Monday of the month and the decision shall be rendered before the end of the month. Section 27 of R.A. 8189 Deactivation of the registration of certain persons involves removal of their registration records from the corresponding precinct book of voters and placing the same in the inactive file, properly marked “deactivated” and dated in indelible ink. The registration of the following may be deactivated: 1. Any person who has been sentenced by final judgment to suffer imprisonment for not less than one year, such disability not having been removed by plenary pardon or amnesty; 2. Any person who has been adjudged by final judgment by a competent court or tribunal of having caused/committed any crime involving disloyalty to the duly-constituted government such as rebellion, sedition, violation of the anti-subversion and firearms laws, or any crime against national security, unless restored to his full civil and political rights in accordance with law; 3. Any person declared by competent authority to be insane or incompetent unless such disqualification has been subsequently removed by a declaration of a proper authority that such person is no longer insane or incompetent; 114 4. Any person who did not vote in two successive preceding regular elections as shown by their voting records. For this purpose, regular elections do not include the Sangguniang Kabataan (SK) elections; 5. Any person whose registration has been ordered excluded by the Court; and 6. Any person who has lost his Filipino citizenship. Section 28 of R.A. 8189 Any voter whose registration has been deactivated may file with the Election Officer a sworn application for reactivation of his registration in the form of an affidavit stating that the grounds for the deactivation no longer exist any time but not later than 120 days before a regular election and 90 days before a special election. The Election Officer shall submit said application to the Election Registration Board for appropriate action. Yra v. Abano (G.R. No. 30187, 1928) Abano was a native of Meycauayan who studied in Manila, where he was registered to vote. After completing his studies as a lawyer, Abano returned to Meycauayan and ran for office though his cancellation of voter’s registration in Manila was denied because of his failure to deposit in the mails on time. In ruling in Abano’s favor, the Court explained that the registration of a voter does not confer the right to vote; it is but a condition precedent to the exercise of the right. Registration is a regulation, not a qualification. D. Inclusion and exclusion proceedings Section 34 of R.A. 8189 (Petition for Inclusion) Any person whose application for registration has been disapproved by the Board or whose name has been stricken out from the list may file with the court a petition to include his name in the permanent list of voters in his precinct. The petition may be filed any time except 105 days prior to a regular election or 75 days prior to a special election. The petition must be accompanied by (1) a certificate of disapproval of his application; and (2) proof of service of notice of his petition upon the Board. The petition shall be decided within 15 days after its filing. Section 35 of R.A. 8189 (Petition for Exclusion) Any registered voter, representative of a political party, or the Election Officer may file with the court a sworn petition for the exclusion of a voter from the permanent list of voters giving the name, address, and precinct of the challenged voter. The petition may be filed at any time except 100 days prior to a regular election or 65 days before a special election. The petition must be accompanied by proof of notice to the Board and to the challenged voter. The petition shall be decided within 10 days from its filing. Section 32 of R.A. 8189 (Common Procedure) 1. A petition for inclusion, exclusion, or correction of names of voters shall be filed during office hours; 2. Notice of the place, date, and time of the hearing of the petition shall be served upon the members of the Board and the challenged voter upon filing of the petition; 3. A petition shall refer to only one precinct and shall implead the Board as respondents; 4. No costs shall be assessed against any party in these proceedings. However, if the court should find that the application has been filed solely to harass the adverse party and cause him to incur expenses, it shall order the culpable party to pay the costs and incidental expenses; 5. Any voter, candidate, or political party who may be affected by the proceedings may intervene and present his evidence; 115 6. The decision shall be based on the evidence presented and in no case rendered upon a stipulation of facts. If the question is whether or not the voter is real or fictitious, his non-appearance on the day set for hearing shall be prima facie evidence that the challenged voter is fictitious; and 7. The petition shall be heard and decided within ten days from the date of its filing. Cases appealed to the RTC shall be decided within ten days from receipt of the appeal. In all cases, the court shall decide these petitions not later than 15 days before the election and the decision shall become final and executory. Section 33 of R.A. 8189 The Municipal and Metropolitan Trial Courts shall have original and exclusive jurisdiction over all cases of inclusion and exclusion of voters in their respective cities or municipalities. Decisions of the Municipal or Metropolitan Trial Courts may be appealed by the aggrieved party to the Regional Trial Court within five (5) days from receipt of notice thereof. Otherwise, said decision shall become final and executory. The regional trial court shall decide the appeal within ten (10) days from the time it is received and the decision shall immediately become final and executory. No motion for reconsideration shall be entertained. Domino v. COMELEC (G.R. No. 134015, 1999) Domino ran for Congress in Sarangani but his opponent filed a petition to cancel his certificate of candidacy and claimed he had failed to meet the residency qualification. The COMELEC disqualified Domino and cancelled his certificate of candidacy. Domino questioned the COMELEC’s jurisdiction and offered up as proof of residency the MeTC of Quezon City’s factual findings that he was a resident of Sarangani. The Court ruled that it is not within the competence of the trial court in exclusion proceedings to declare the challenged voter as a resident of another municipality. The jurisdiction of the trial court is limited only to determining the right of the voter to remain on the list of voters or to declare that the challenged voter is not qualified to vote in the precinct in which he is registered, specifying the ground for the voter’s disqualifications. The power to order the change or transfer of registration from one place of residence to another rests with the Registration Board. E. Political parties Section 3(c) of R.A. 7941 (Party-List System Act) A political party is an organized group of citizens advocating an ideology or platform, principles, and policies for the general conduct of government and which, as the most immediate means of securing their adoption, regularly nominates and supports certain of its leaders and members as candidates for public office. It is a national party when its constituency is spread over the geographical territory of at least a majority of the regions. It is a regional party when its constituency is spread over the geographical territory of at least a majority of the cities and provinces comprising the region. Section 3(d) of R.A. 7941 A sectoral party is an organized group of citizens belonging to any of the sectors enumerated in Section 5 hereof (labor, peasant, fisherfolk, urban poor, indigenous cultural communities, handicapped, veterans, overseas works, and other similar sectors) whose principal advocacy pertains to the special interest and concerns of their sector. Section 3(e) of R.A. 7941 A sectoral organization is a group of citizens or a coalition of groups of citizens who share similar physical attributes or characteristics, employment, interests, or concerns. 116 Section 3(f) of R.A. 7941 A coalition is an aggrupation of duly registered national, regional, sectoral parties or organizations for political and/or election purposes. Atong Paglaum v. COMELEC (G.R. No. 203766, 2013) This case stemmed from 54 petitions for certiorari from Atong Paglaum, Inc. and 51 other parties who were disqualified by the COMELEC in May 2013 as party-list for not being qualified as representatives for marginalized or underrepresented sectors. R.A. 7941 does not require national and regional parties or organizations to represent the marginalized and underrepresented sectors. The phrase “marginalized and underrepresented” should refer only to those sectors in Section 5 that are, by their nature, economically marginalized and underrepresented. The nominees of the sectoral party either must belong to the sector, or must have a track record of advocacy for the sector represented. National, regional, and sectoral parties or organizations shall not be disqualified if some of their nominees are disqualified, provided that they have at least one nominee who remains qualified. 1. Jurisdiction of the COMELEC over political parties Article IX-C, Section 2(5) of the Constitution The Commission on Elections shall register, after sufficient publication, political parties, organizations, or coalitions. Rule 32, Section 1 of the COMELEC Rules of Procedure Any political party, organization, or coalition of political parties seeking registration pursuant to Section 2(5) of Article IX-C of the Constitution shall file with the Law Department of the Commission a petition duly verified by the its President and Secretary-General, or any official duly authorized to do so under its Constitution and By-laws. 2. Registration Article IX-C, Section 7 of the Constitution No votes cast in favor of a political party, organization, or coalition shall be valid except for those registered under the party-list system. Section 5 of R.A. 7941 Any organized group of persons may register as a party, organization, or coalition for the purpose of the party-list system by filing with the COMELEC not later than 90 days before the election a petition verified by its president or secretary stating its desire to participate in the party-list system as a national, regional, or sectoral party or organization or a coalition of such parties or organizations. Section 60 of B.P. 881 To acquire juridical personality, quality it for subsequent accreditation, and to entitle it to the rights and privileges herein granted to political parties, a political party shall first be duly registered with the Commission. Any registered political party that, singly or in coalition with others, fails to obtain at least ten percent of the votes cast in the constituency in which it nominated and supported a candidate or candidates in the election next following its registration shall, after notice and hearing be deemed to have forfeited such status as a registered political party in such constituency. 117 Section 6 of R.A. 7941 The COMELEC may, motu proprio or upon verified complaint and after due notice and hearing, cancel the registration of a party, organization, or coalition on any of the following grounds: 1. It is a religious sect or denomination, organization, or association, organized for religious purposes; 2. It advocates violence or unlawful means to seek its goal; 3. It is a foreign party or organization; 4. It is receiving support from any foreign government, foreign political party, foundation, or organization, whether directly or through any of its officers or members or indirectly through third parties for partisan election purposes; 5. It violates or fails to comply with laws, rules, or regulations relating to elections 6. It declares untruthful statements in its petition; 7. It has ceased to exist for at least one year; or 8. It fails to participate in the last two preceding elections or fails to obtain at least 2% of the votes cast under the party-list system in the two preceding elections for the constituency in which it has registered. F. Candidacy 1. Qualifications of candidates For President and Vice President (Article VII, Section 2 of the Constitution) 1. Natural-born-citizen 2. At least 40 years old on the day of the election 3. Able to read and write 4. Registered voter 5. Resident of the Philippines for at least 10 years immediately preceding the day of the election For Senator (Article VI, Section 3 of the Constitution) 1. Natural-born citizen 2. At least 35 years old on the day of the election 3. Able to read and write 4. Registered voter 5. Resident of the Philippines for not less than two years immediately preceding the day of the election For District Representatives (Article VI, Section 6 of the Constitution) 1. Natural-born citizen 2. Registered voter in the district in which he shall be elected 118 3. Resident of the same district for a period of not less than one year immediately preceding the day of the election 4. Able to read and write 5. At least 25 years old on the day of the election For Elective Local Officials (Section 39 of the Local Government Code) 1. An elective local official must be a citizen of the Philippines; a registered voter in the barangay, municipality, city, or province or, in the case of a member of the sangguniang panlalawigan, sangguniang panlungsod, or sangguniang bayan, the district where he intends to be elected; a resident therein for at least one (1) year immediately preceding the day of the election; and able to read and write Filipino or any other local language or dialect. 2. Candidates for the position of governor, vice- governor or member of the sangguniang panlalawigan, or Mayor, vice-mayor or member of the sangguniang panlungsod of highly urbanized cities must be at least twenty-three (23) years of age on election day. 3. Candidates for the position of Mayor or vice-mayor of independent component cities, component cities, or municipalities must be at least twenty-one (21) years of age on election day. 4. Candidates for the position of member of the sangguniang panlungsod or sangguniang bayan must be at least eighteen (18) years of age on election day. 5. Candidates for the position of punong barangay or member of the sangguniang barangay must be at least eighteen (18) years of age on election day. 6. Candidates for the sangguniang kabataan must be at least fifteen (15) years of age but not more than twenty-one (21) years of age on election day. 2. Filing of certificates of candidacy Sinaca v. Mula (G.R. No. 135691, 1999) In the May 1998 elections, petitioner Emmanuel Sinaca was a substitute candidate for the mayoral post of the LAKAS Matugas Wing after their original candidate, Teodoro Sinaca, Jr., was disqualified for being convicted of bigamy. In ruling that Emmanuel Sinaca was validly substituted for the original candidate, the Court explained that a certificate of candidacy is a statement of a person seeking to run for a public office certifying that he announces his candidacy for the office mentioned and that he is eligible for the office, the name of the political party to which he belongs if he belongs to any, and his post-office address for all election purposes being well-stated. 119 a) Effect of filing Section 11 of R.A. 8436, as amended by R.A. 9369 Any person who files his certificate of candidacy within this period shall only be considered as a candidate at the start of the campaign period for which he filed his certificate of candidacy: Provided, That, unlawful acts or omissions applicable to a candidate shall effect only upon that start of the aforesaid campaign period: Provided, finally, That any person holding a public appointive office or position, including active members of the armed forces, and officers, and employees in governmentowned or-controlled corporations, shall be considered ipso facto resigned from his/her office and must vacate the same at the start of the day of the filing of his/her certification of candidacy. Section 4 of COMELEC Resolution No. 8678 Any person holding an elective office or position shall not be considered resigned upon the filing of his certificate of candidacy for the same or any other elective office or position. Section 1 of COMELEC Resolution No. 8678 If a person files two certificates of candidacy, each for a different office, the person shall not be eligible for either office. However, before the expiration of the period for the filing of certificate of candidacy, the person who has filed more than one certificate of candidacy may declare under oath the office for which he desires to be eligible and cancel the certificate of candidacy for the other office or offices. Quinto v. COMELEC (G.R. No. 189698, 2010) The petitioners were appointed officials who intended to run in the elections. Prior to the elections, COMELEC issued Resolution No. 8678 pursuant to Section 13 of R.A. 9369, which amended Section 11 of R.A. 8436. The third paragraph of Section 13 provided that all persons holding a public appointive office would be considered ipso facto resigned from office upon filing of his certificate of candidacy. The petitioners argued that this provision violated equal protection. Although initially the Court agreed with them, upon MR it ruled that the provision and the COMELEC Resolution were valid. b) Substitution of candidates Section 13 of COMELEC Resolution No. 8678 If after the last day for the filing of a certificate of candidacy, an official candidate of a registered political party dies, withdraws, or is disqualified for any cause, he may be substituted by a candidate belonging to, and nominated by, the same political party. No substitute shall be allowed for any independent candidate. No person who has withdrawn his candidacy for a position shall be eligible as substitute candidate for any other position after the deadline for filing of certificates of candidacy. c) Ministerial duty of COMELEC to receive certificate Section 8 of COMELEC Resolution No. 8678 The receiving officer shall have the ministerial duty to receive and acknowledge receipt of the certificates of candidacy or nomination by registered political parties or coalition of political parties on or before the deadline for filing of certificates of candidacy, provided said certificates are under oath and contain all the required data and in the form prescribed by the Commission. EXCEPTIONS: When the COMELEC may refuse or cancel a certificate of candidacy (as found in B.P. 881) 1. Section 68 (when candidates are disqualified) 120 2. Section 69 (nuisance candidates) 3. Section 78 (upon petition to deny due course or to cancel a certificate of candidacy) Luna v. COMELEC (G.R. No. 165983, 2007) Joy Charisma Luna filed her certificate of candidacy as substitute for Hans Roger Luna. The COMELEC invalidated her substitution because it found that while Hans Roger had withdrawn his candidacy, when he first filed he was not of age and since no certificate of candidacy was validly filed, such could not be the basis for a substitution. The Court disagreed with the COMELEC and reiterated that COMELEC only has a ministerial duty to receive acknowledge receipt of a certificate of candidacy. d) Nuisance candidates Section 69 of B.P. 881 The Commission may motu proprio or upon a verified petition of an interested party, refuse to give due course to or cancel a certificate of candidacy if it is shown that said certificate has been filed to put the election process in mockery or disrepute or to cause confusion among the voters by the similarity of the names of the registered candidates or by other circumstances or acts which clearly demonstrate that the candidate has no bona fide intention to run for the office for which the certificate of candidacy has been filed and thus prevent a faithful determination of the true will of the electorate. Section 14 of COMELEC Resolution No. 8678 The petition against a nuisance candidate must be filed within five days from the last day for the filing of certificates of candidacy. Bautista v. COMELEC (G.R. No. 133840, 1998) Efren Bautista ran as mayor in the 1998 elections alongside Edwin Bautista. The latter was declared a nuisance candidate but the decision of the COMELEC, while made known to the public, did not become final until after election. After election day, Cipriano “Efren” Bautista received 17,981 votes, Edwin Bautista got 29 votes, and because of the confusion 21,016 “Bautista” votes were either tallied but not credited to petitioner or simply not tallied at all. The Court explained that strictly speaking, a cancelled certificate cannot give rise to a valid candidacy, and much less to valid votes. Moreover, a stray vote is invalidated because there is no way of determining the real intention of the voter. In this case, the Court ruled in favor of Efren Bautista and counted the 21,000 votes in his favor. While Edwin’s disqualification was not yet final, the public did know of it, hence any “Bautista” on the ballot was a clear reference to Efren, who was already a well-known local politician before the election in point. e) Petition to deny or cancel certificates of candidacy Section 78 of B.P. 881 A verified petition seeking to deny due course or to cancel a certificate of candidacy may be filed by the person exclusively on the ground that any material representation contained therein as required under Section 74 hereof is false. The petition may be filed at any time not later than twenty-five days from the time of the filing of the certificate of candidacy and shall be decided, after due notice and hearing, not later than fifteen days before the election. 121 Salcedo II v. COMELEC (G.R. No. 135886, 1999) The respondent Salcedo married a man who was already married and used his last name in her certificate of candidacy. The COMELEC Second Division found that this constituted material misrepresentation that was a ground for the cancellation of her certificate of candidacy, but the COMELEC en banc disagreed. The Court agreed with the COMELEC en banc and explained that for it to be a ground to deny or cancel a certificate of candidacy, the false representation must (a) pertain to a material matter affecting substantive rights of a candidate; and (b) consist of a deliberate attempt to mislead, misinform, or hide a fact which would otherwise render a candidate ineligible. f) Effect of disqualification Section 6 of R.A. 6646 (Electoral Reforms Law of 1987) Any candidate who has been declared by final judgment to be disqualified shall not be voted for, and the votes cast for him shall not be counted. If for any reason a candidate is not declared by final judgment before an election to be disqualified and he is voted for and receives the winning number of votes in such election, the Court or Commission shall continue with the trial and hearing of the action, inquiry, or protest and, upon motion of the complainant or any intervenor, may during the pendency thereof order the suspension of the proclamation of such candidate whenever the evidence of his guilt is strong. g) Withdrawal of candidates Section 73 of B.P. 881 No person shall be eligible for any elective public office unless he files a sworn certificate of candidacy within the period fixed herein. A person who has filed a certificate of candidacy may, prior to the election, withdraw the same by submitting to the office concerned a written declaration under oath. No person shall be eligible for more than one office to be filled in the same election, and if he files his certificate of candidacy for more than one office, he shall not be eligible for any of them. However, before the expiration of the period for the filing of certificates of candidacy, the person who was filed more than one certificate of candidacy may declare under oath the office for which he desires to be eligible and cancel the certificate of candidacy for the other office or offices. The filing or withdrawal of a certificate of candidacy shall not affect whatever civil, criminal or administrative liabilities which a candidate may have incurred. Monsale v. Nico (G.R. No. L-2539, 1949) Monsale and Nico were opponents for the office of mayor. Monsale withdrew his certificate of candidacy after the period for filing—and then he withdrew his withdrawal. In the election, Monsale got more votes than Nico but ultimately Nico was proclaimed the winner. The withdrawal of the certificate of candidacy shall effect the disqualification of the candidate to be elected for the position. The withdrawal of the withdrawal, for the purpose of reviving the certificate of candidacy, must be made within the period provided by law for the filing of certificates of candidacy. 122 G. Campaign Section 79 of B.P. 811 (a) The term “candidate” refers to any person aspiring for or seeking an elective public office, who has filed a certificate of candidacy by himself or through an accredited political party, aggroupment, or coalition of parties; (b) The term “election campaign” or “partisan political activity” refers to an act designed to promote the election or defeat of a particular candidate or candidates to a public office which shall include: (1) Forming organizations, associations, clubs, committees or other groups of persons for the purpose of soliciting votes and/or undertaking any campaign for or against a candidate; (2) Holding political caucuses, conferences, meetings, rallies, parades, or other similar assemblies, for the purpose of soliciting votes and/or undertaking any campaign or propaganda for or against a candidate; (3) Making speeches, announcements or commentaries, or holding interviews for or against the election of any candidate for public office; (4) Publishing or distributing campaign literature or materials designed to support or oppose the election of any candidate; or (5) Directly or indirectly soliciting votes, pledges or support for or against a candidate. The foregoing enumerated acts if performed for the purpose of enhancing the chances of aspirants for nomination for candidacy to a public office by a political party, aggroupment, or coalition of parties shall not be considered as election campaign or partisan election activity. Public expressions or opinions or discussions of probable issues in a forthcoming election or on attributes of or criticisms against probable candidates proposed to be nominated in a forthcoming political party convention shall not be construed as part of any election campaign or partisan political activity contemplated under this Article. 1. Premature campaigning Section 80 of B.P. 881 It shall be unlawful for any person, whether or not a voter or candidate, or for any party, or association of persons, to engage in an election campaign or partisan political activity except during the campaign period: Provided, That political parties may hold political conventions or meetings to nominate their official candidates within thirty days before the commencement of the campaign period and forty-five days for Presidential and Vice-Presidential election. Penera v. COMELEC (G.R. No. 131613, 2009) Penera was disqualified as a mayoralty candidate for engaging in election campaigning before the campaign period. The Court ruled in her favor. A candidate is any person aspiring for or seeking an elective public office, who has filed a certificate of candidacy. Any person who files a certificate of candidacy within the period for filing shall only be considered as a candidate at the start of the campaign period for which he filed his certificate of candidacy. Accordingly, a candidate is only liable for an election offense for acts done during the campaign period, not before. Any unlawful act or omission applicable to a candidate shall take effect only upon the start of the campaign period, when partisan political acts become unlawful as to a candidate. Before the start of the campaign period, the same partisan political acts are lawful. 123 2. Prohibited contributions Section 94(a) of B.P. 881 The term “contribution” includes a gift, donation, subscription, loan, advance or deposit of money or anything of value, or a contract, promise or agreement to contribute, whether or not legally enforceable, made for the purpose of influencing the results of the elections but shall not include services rendered without compensation by individuals volunteering a portion or all of their time in behalf of a candidate or political party. It shall also include the use of facilities voluntarily donated by other persons, the money value of which can be assessed based on the rates prevailing in the area. Section 95 of B.P. 881 No contribution for purposes of partisan political activity shall be made directly or indirectly by any of the following: (a) Public or private financial institutions: Provided, however, That nothing herein shall prevent the making of any loan to a candidate or political party by any such public or private financial institutions legally in the business of lending money, and that the loan is made in accordance with laws and regulations and in the ordinary course of business; (b) Natural and juridical persons operating a public utility or in possession of or exploiting any natural resources of the nation; (c) Natural and juridical persons who hold contracts or sub-contracts to supply the government or any of its divisions, subdivisions or instrumentalities, with goods or services or to perform construction or other works; (d) Natural and juridical persons who have been granted franchises, incentives, exemptions, allocations or similar privileges or concessions by the government or any of its divisions, subdivisions or instrumentalities, including government-owned or controlled corporations; (e) Natural and juridical persons who, within one year prior to the date of the election, have been granted loans or other accommodations in excess of P100,000 by the government or any of its divisions, subdivisions or instrumentalities including government-owned or controlled corporations; (f) Educational institutions which have received grants of public funds amounting to no less than P100,000.00; (g) Officials or employees in the Civil Service, or members of the Armed Forces of the Philippines; and (h) Foreigners and foreign corporations. It shall be unlawful for any person to solicit or receive any contribution from any of the persons or entities enumerated herein. 124 3. Lawful and prohibited election propaganda Section 82 of B.P. 881 Lawful election propaganda shall include: (a) Pamphlets, leaflets, cards, decals, stickers or other written or printed materials of a size not more than eight and one-half inches in width and fourteen inches in length; (b) Handwritten or printed letters urging voters to vote for or against any particular candidate; (c) Cloth, paper or cardboard posters, whether framed or posted, with an area exceeding two feet by three feet, except that, at the site and on the occasion of a public meeting or rally, or in announcing the holding of said meeting or rally, streamers not exceeding three feet by eight feet in size, shall be allowed: Provided, That said streamers may not be displayed except one week before the date of the meeting or rally and that it shall be removed within seventy-two hours after said meeting or rally; or (d) All other forms of election propaganda not prohibited by this Code as the Commission may authorize after due notice to all interested parties and hearing where all the interested parties were given an equal opportunity to be heard: Provided, That the Commission's authorization shall be published in two newspapers of general circulation throughout the nation for at least twice within one week after the authorization has been granted. Section 85 of B.P. 881 It shall be unlawful: (a) To print, publish, post or distribute any poster, pamphlet, circular, handbill, or printed matter urging voters to vote for or against any candidate unless they bear the names and addresses of the printer and payor as required in Section 84 hereof; (b) To erect, put up, make use of, attach, float or display any billboard, tinplate-poster, balloons and the like, of whatever size, shape, form or kind, advertising for or against any candidate or political party; (c) To purchase, manufacture, request, distribute or accept electoral propaganda gadgets, such as pens, lighters, fans of whatever nature, flashlights, athletic goods or materials, wallets, shirts, hats, bandanas, matches, cigarettes and the like, except that campaign supporters accompanying a candidate shall be allowed to wear hats and/or shirts or T-shirts advertising a candidate; (d) To show or display publicly any advertisement or propaganda for or against any candidate by means of cinematography, audio-visual units or other screen projections except telecasts which may be allowed as hereinafter provided; and (e) For any radio broadcasting or television station to sell or give free of charge air time for campaign and other political purposes except as authorized in this Code under the rules and regulations promulgated by the Commission pursuant thereto. Any prohibited election propaganda gadget or advertisement shall be stopped, confiscated or torn down by the representative of the Commission upon specific authority of the Commission. 125 4. Limitations on expenses Section 13 of R.A. 7166 (“An Act Providing for Synchronized National and Local Elections and for Electoral Reforms”) The amount that a candidate or registered political party may spend for election campaign shall be as follows: 1. For candidates. - Ten pesos (P10.00) for President and Vice-President; and for other candidates Three Pesos (P3.00) for every voter currently registered in the constituency where he filed his certificate of candidacy: Provided, That a candidate without any political party and without support from any political party may be allowed to spend Five Pesos (P5.00) for every such voter; and 2. For political parties. - Five pesos (P5.00) for every voter currently registered in the constituency or constituencies where it has official candidates. Any provision of law to the contrary notwithstanding any contribution in cash or in kind to any candidate or political party or coalition of parties for campaign purposes, duly reported to the Commission shall not be subject to the payment of any gift tax. 5. Statement of contributions and expenses Section 14 of R.A. 7166 Every candidate and treasurer of the political party shall, within 30 days after the election, file in duplicate with the offices of the Commission, the full, true, and itemized statement of all contributions and expenditures in connection with the election. No person elected to any public office shall enter upon the duties of his office until he and the political party that nominated him has filed the statement of contributions and expenditures required by law. Except candidates for elective barangay office, failure to file the statements or reports shall constitute an administrative offense. For a second or subsequent offenses, the offender shall be subject to perpetual disqualification to hold public office. Pilar v. COMELEC (G.R. No. 115245, 1995) Pilar ran for a position in the Sangguniang Panlalawigan of Isabela but subsequently withdrew his candidacy. The COMELEC fined him for his failure to file his statement of contributions and expenses. The Court ruled in favor of the COMELEC and explained that candidates who withdrew after the filing of their certificates of candidacy are still required to comply with the filing of statement of all contributions and expenses. H. Board of Election Inspectors and Board of Canvassers 1. Composition Section 164 of B.P. 881 At least thirty days before the date when the voters list is to be prepare in accordance with this Code, in the case of a regular election or fifteen days before a special election, the Commission shall, directly or through its duly authorized representatives, constitute a board of election inspectors for each precinct to be composed of a chairman and a poll clerk who must be public school teachers, priority to be given to civil service eligibles, and two members, each representing the two accredited political parties. The appointment shall state the precinct to which they are assigned and the date of the appointment. 126 Section 221 of B.P. 881 There shall be a board of canvassers for each province, city, municipality, and district of Metropolitan Manila as follows: (a) Provincial board of canvassers. - the provincial board of canvassers shall be composed of the provincial election supervisor or a senior lawyer in the regional office of the Commission, as chairman, the provincial fiscal, as vice-chairman, and the provincial superintendent of schools, and one representative from each of the ruling party and the dominant opposition political party in the constituency concerned entitled to be represented, as members. (b) City board of canvassers. - the city board of canvassers shall be composed of the city election registrar or a lawyer of the Commission, as chairman, the city fiscal and the city superintendent of schools, and one representative from each of the ruling party and the dominant opposition political party entitled to be represented, as members. (c) District board of canvassers of Metropolitan Manila - the district board of canvassers shall be composed of a lawyer of the Commission, as chairman, and a ranking fiscal in the district and the most senior district school supervisor in the district to be appointed upon consultation with the Ministry of Justice and the Ministry of Education, Culture and Sports, respectively, and one representative from each of the ruling party and the dominant opposition political party in the constituency concerned, as members. (d) Municipal board of canvassers. - the municipal board of canvassers shall be composed of the election registrar or a representative of the Commission, as chairman, the municipal treasurer, and the district supervisor or in his absence any public school principal in the municipality and one representative from each of the ruling party and the dominant opposition political party entitled to be represented, as members. (e) Board of canvassers for newly created political subdivisions - the Commission shall constitute a board of canvassers and appoint the members thereof for the first election in a newly created province, city or municipality in case the officials who shall act as members thereof have not yet assumed their duties and functions. 2. Powers Section 168 of B.P. 881 The board of election inspectors shall have the following powers and functions: a. Conduct the voting and counting of votes in their respective polling places; b. Act as deputies of the Commission in the supervision and control of the election in the polling places wherein they are assigned, to assure the holding of the same in a free, orderly and honest manner; and c. Perform such other functions prescribed by this Code or by the rules and regulations promulgated by the Commission. Abes v. COMELEC (G.R. No. L-28348, 1967) Abes et al. sought (among others) the nullification of elections in Quezon City for city officials. The COMELEC denied their petition and ordered the board of canvassers to proceed with the canvass. The Court denied the petition and reiterated that the board of canvassers is a ministerial body. It is enjoined by law to canvass all votes on election returns submitted to it in due form. Its powers are limited generally to the mechanical or mathematical function of ascertaining and declaring the apparent result of the election by adding or compiling the votes cast for each candidate as shown on the face of the returns before them, and then declaring or certifying the result so ascertained. 127 I. Remedies and jurisdiction in election law 1. Petition not to give due course to or cancel a certificate of candidacy Section 78 of B.P. 881 A verified petition seeking to deny due course or to cancel a certificate of candidacy may be filed by the person exclusively on the ground that any material representation contained therein as required under Section 74 hereof is false. The petition may be filed at any time not later than twenty-five days from the time of the filing of the certificate of candidacy and shall be decided, after due notice and hearing, not later than fifteen days before the election. 2. Petition for disqualification Section 68 of B.P. 881 Any candidate who, in an action or protest in which he is a party is declared by final decision of a competent court guilty of, or found by the Commission of having (a) given money or other material consideration to influence, induce or corrupt the voters or public officials performing electoral functions; (b) committed acts of terrorism to enhance his candidacy; (c) spent in his election campaign an amount in excess of that allowed by this Code; (d) solicited, received or made any contribution prohibited under Sections 89, 95, 96, 97 and 104; or (e) violated any of Sections 80, 83, 85, 86 and 261, paragraphs d, e, k, v, and cc, subparagraph 6, shall be disqualified from continuing as a candidate, or if he has been elected, from holding the office. Any person who is a permanent resident of or an immigrant to a foreign country shall not be qualified to run for any elective office under this Code, unless said person has waived his status as permanent resident or immigrant of a foreign country in accordance with the residence requirement provided for in the election laws. Gonzales v. COMELEC (G.R. No. 192856, 2011) Gonzales ran for Congress in Albay, but a petition for disqualification and cancellation of certificate of candidacy was filed against him, alleging he was a Spanish national. He won the election but the COMELEC invalidated his proclamation. In ruling for Gonzales, the Court had to distinguish between a petition for disqualification and a petition for cancellation of a certificate of candidacy (since the petition against Gonzales seemed to be both at once): a petition to disqualify a candidate under Section 68 of the Omnibus Election Code is based on prohibited acts committed by a candidate. In contrast, the petition for cancellation of a certificate of candidacy is based on material misrepresentations in the certificate of candidacy. A petition to disqualify may be filed not later than the date of proclamation under Section 68, while a petition for the cancellation of a certificate of candidacy must be filed within 25 days from the filing of the certificate of candidacy under Section 78. 128 3. Petition to declare failure of elections Section 6 of B.P. 881 If, on account of force majeure, violence, terrorism, fraud, or other analogous causes the election in any polling place has not been held on the date fixed, or had been suspended before the hour fixed by law for the closing of the voting, or after the voting and during the preparation and the transmission of the election returns or in the custody or canvass thereof, such election results in a failure to elect, and in any of such cases the failure or suspension of election would affect the result of the election, the Commission shall, on the basis of a verified petition by any interested party and after due notice and hearing, call for the holding or continuation of the election not held, suspended or which resulted in a failure to elect on a date reasonably close to the date of the election not held, suspended or which resulted in a failure to elect but not later than thirty days after the cessation of the cause of such postponement or suspension of the election or failure to elect. Section 4 of R.A. 7166 The COMELEC en banc has the original and exclusive jurisdiction to hear and decide petitions for declaration of failure of election or for annulment of election results. 4. Pre-proclamation controversy Section 1 of Rule 3, COMELEC Resolution No. 8804 A pre-proclamation controversy refers to any question pertaining to or affecting the proceedings of the board of canvassers which may be raised by any candidate or by any registered political party or coalition of political parties, or by any accredited and participating party list group, before the board or directly with the Commission. Section 1 of Rule 4, COMELEC Resolution No. 8804 There is illegal composition of the BOC when, among other similar circumstances, any of the members do not possess legal qualifications and appointments. The information technology capable person required to assist the BOC by Republic Act No. 9369 shall be included as among those whose lack of qualifications may be questioned. Section 2 of Rule 4, COMELEC Resolution No. 8804 There is illegal proceedings of the BOC when the canvassing is a sham or mere ceremony, the results of which are pre-determined and manipulated as when any of the following circumstances are present: a) precipitate canvassing; b) terrorism; c) lack of sufficient notice to the members of the BOC's; d) Improper venue Section 242 of B.P. 881 The Commission shall have exclusive jurisdiction of all pre-proclamation controversies. It may motu proprio or upon written petition, and after due notice and hearing, order the partial or total suspension of the proclamation of any candidate-elect or annual partially or totally any proclamation, if one has been made, as the evidence shall warrant in accordance with the succeeding sections. 129 5. Election protest Rule 6 of COMELEC Resolution No. 8804 Section 1 The Commission on Elections, through any of its Divisions, shall have exclusive original jurisdiction over all election protests involving elective regional (the autonomous regions), provincial, and city officials. Section 2 A petition contesting the elections or returns of an elective regional, provincial, or city official shall be filed with the Commission by any candidate who was voted for in the same office and who received the second of third highest number of votes or, in a multi-slot position, was among the next four candidates following the last ranked winner duly proclaimed, as reflected in the official results of the election contained in the Statement of Votes. The party filing the protest shall be designated as the protestant; the adverse party shall be known as the protestee. Section 3 An election protest or petition for quo warranto shall be filed directly with the Commission in ten (10) legible copies plus such number of copies corresponding to the number of protestees, within a nonextendible period of ten days following the date of proclamation. Each contest shall refer exclusively to one office but contents for offices of the Sangguniang Pampook, Sangguniang Panlalawigan or Sangguniang Panglungsod may be consolidated in one case. Section 4 Service and filing of pleadings, including the initiatory petition and other papers, shall be done personally. Except with respect to papers emanating from the Commission, a resort to other modes of service must be accompanied by a written explanation why the service or filing was not done personally. A violation of this Rule shall be a cause to consider the pleading or paper as not filed. Section 5 An election protest shall be verified by an affidavit stating that the affiant has read the petition and that the allegations therein are true and correct of affiant's own knowledge or based on authentic records. A verification based on “information and belief” or upon the “knowledge, information and belief” is not a sufficient verification. The protestant shall personally sign the certificate of non-forum shopping which must be annexed to the election protest. An unverified petition or one with insufficient verification or unaccompanied by a certificate of non-forum shopping shall be dismissed outright and shall not suspend the running of the reglementary period to file an election protest. Section 6 The pendency of a pre-proclamation controversy involving the validity of the proclamation as defined by law shall suspend the running of the period to file an election protest. 130 6. Quo warranto Section 253 of B.P. 881 Any voter contesting the election of any Member of the Batasang Pambansa, regional, provincial, or city officer on the ground of ineligibility or of disloyalty to the Republic of the Philippines shall file a sworn petition for quo warranto with the Commission within ten days after the proclamation of the results of the election. Any voter contesting the election of any municipal or barangay officer on the ground of ineligibility or of disloyalty to the Republic of the Philippines shall file a sworn petition for quo warranto with the regional trial court or metropolitan or municipal trial court, respectively, within ten days after the proclamation of the results of the election. Section 7 of Rule 6, COMELEC Resolution No. 8804 An election protest or petition for quo warranto shall specifically state the following facts: a) The position involved b) That the protestant was a candidate who has duly filed a certificate of candidacy and has been voted for the same office. c) The date of proclamation; and d) The number of votes credited to the parties per proclamation. An election protest shall also state: e) The total number of precincts of the region, province or city concerned; f) The protested precincts and votes of the parties in the protested precincts per the Statement of Votes By Precinct or, if the votes of the parties are not specified an explanation why the votes are not specified; g) A detailed specification of the acts or omissions complained of showing the electoral frauds, anomalies or irregularities in the protested precincts. Villamor v. COMELEC (G.R. No. 169865, 2006) Villamor won as mayor and his opponent filed a pre-proclamation protest. Not content, his opponent also filed an election protest. The Court ruled in Villamor’s favor and explained that the filing of an election protest or a petition for quo warranto generally has the effect of barring the subsequent filing of a pre-proclamation controversy or petition to annul proclamation. It also amounts to the abandonment of any pre-proclamation controversy or petition to annul proclamation filed earlier, depriving the COMELEC of the authority to inquire into and pass upon the title of the protestee or the validity of his proclamation. Once the competent tribunal has acquired jurisdiction over an election protest or a petition for quo warranto, all questions relative thereto will have to be decided in the case itself and not in another proceeding. Dumayas, Jr. v. COMELEC (G.R. No. 141952-53, 2001) Dumayas and Bernal were rivals for a mayoralty post. After moving (in a motion for reconsideration before the COMELEC) to declare Dumayas’ proclamation invalid, Bernal filed a case for quo warranto against him. The Court dismissed Dumayas’ petition, which claimed that by filing the quo warranto Bernal had abandoned his motion for reconsideration. In certain cases, a pre-proclamation controversy may still proceed notwithstanding the filing of an election protest or petition for quo warranto, to wit: 1. What is filed in not really a quo warranto or election protest but a petition to annul a proclamation 2. Quo warranto is not the proper remedy 3. The BOC is improperly constituted 131 4. The filing of a quo warranto or an election protest is expressly made without prejudice to preproclamation contest, or is made ad cautelam 5. The proclamation is null and void J. Prosecution of election offenses Section 261 of B.P. 881 enumerates and details 30 different election offenses. Please consult codal for full list. Article IX-C, Section 2(6) of the Constitution The COMELEC has jurisdiction to investigate and prosecute cases involving violations of election laws. Section 43 of R.A. 9369 The Commission shall, through its duly authorized legal officers, have the power, concurrent with the other prosecuting arms of the government, to conduct preliminary investigation of all election offenses punishable under this Code, and prosecute the same. People v. Judge Basilia (G.R. Nos. 83938-40, 1989) The Provincial Prosecutor filed several cases for violations of the Omnibus Election Code, which the Judge dismissed because COMELEC has the exclusive power to investigate and prosecute election offenses. The Court disagreed and ruled in favor of the People. The COMELEC may delegate its power to investigate and prosecute election offenses to the Provincial Prosecutor, as provided in the same Omnibus Election Code. BANAT Party-List v. COMELEC (G.R. No. 177508, 2009) BANAT brought the petition to assail the constitutionality of several provisions in R.A. 9369. The Court upheld the law’s validity, explaining that (in particular) Section 43 of R.A. 9369 does not violate Section 2(6) of Article IX-C of the Constitution. The grant of exclusive power to investigate and prosecute election offenses to COMELEC was not by virtue of the Constitution but through B.P. 881, a legislative enactment which is precisely amended by R.A. 9369. Section 43 grants COMELEC the power, concurrent with other prosecuting arms of the government, to conduct preliminary investigation of all election offenses and prosecute the same. It is a valid amendment of Section 265 of B.P. 881, pursuant to the plenary power of the legislature to amend or repeal laws. Section 267 of B.P. 881 Election offenses shall prescribe after five years from the date of their commission. If the discovery of the offense be made in an election contest proceedings, the period of prescription shall commence on the date on which the judgment in such proceedings becomes final and executory. Section 268 of B.P. 881 The regional trial court shall have the exclusive original jurisdiction to try and decide any criminal action or proceedings for violation of this Code, except those relating to the offense of failure to register or failure to vote which shall be under the jurisdiction of the metropolitan or municipal trial courts. From the decision of the courts, appeal will lie as in other criminal cases. 132 d. LOCAL GOVERNMENTS A. PUBLIC CORPORATIONS 1. CONCEPT a) Distinguished from government-owned or controlled corporations Province of Negros Occidental v. COA (2010) Facts: The Commission on Audit (COA), in conformity with Republic Act 6758 (concerning the policy of standardization of compensation), did not allow the Sangguniang Panlalawigan of Negros Occidental to implement its Resolution 720A which allocated the province’s retained earnings to the health care and hospitalization of provincial officials and employees. COA says such allocation would require the approval of the President. Doctrine: Presidential approval is not required as it applies only to government offices/agencies, government-owned and controlled corporations and their respective governing boards which are under the control of the President. LGUs are subject only to the power of general supervision of the President, and as such, the President's authority is limited to seeing to it that rules are followed and laws are faithfully executed. The President cannot lay down the rules, nor can he modify or replace them. 2. CLASSIFICATIONS a) Quasi-corporations MMDA v. Bel-Air Village Association (2000) Facts: The Metropolitan Manila Development Authority (MMDA) sent a letter to the Bel-Air Village Association requesting the latter to open its private road (Neptune street) to the public and informing it that its perimeter wall adjacent to Kalayaan Avenue would be demolished. Doctrine: The MMDA’s power is limited to administration and implementation of metro-wide services in Metro Manila and is not a Local Government Unit nor a public corporation endowed with legislative power nor police power to enact ordinances for the closure or opening of roads. It can only lay down policies and coordinate with various agencies, as well as the private sector. MMDA v. Dante Garin (2005) Facts: Atty. Garin’s driver’s license was confiscated by the MMDA for illegal parking in Manila, pursuant to Sec. 5(f) of Republic Act 7924 granting the MMDA the power to confiscate and suspend or revoke drivers’ licenses without need of any other legislative enactment. Doctrine: The MMDA’s power to confiscate and suspend or revoke drivers’ licenses is construed to mean enforcing existing traffic rules and regulations and thus, it can only can only confiscate or suspend drivers’ licenses pursuant to existing traffic laws and regulations enacted by Congress or, in this case, the City of Manila and not “without need of any other legislative enactment.” The MMDA is not a political unit of government and does not possess police power nor the power to legislate. 133 MMDA v. Viron Transportation Co. (2007) Facts: Viron filed a petition for declaratory relief when the MMDA was about to issue a circular ordering the closure of bus terminals in Metro Manila in accordance with Executive Order 179 issued by the President of the Philippines commanding the closing of bus terminals at Epifanio Delos Santos Avenue (EDSA), to be replaced by four integrated terminals. Doctrine:The MMDA is not the proper implementing agency for implementing Executive Order 179 as the President’s authority to implement the project must be exercised through the Department of Transportation and Communications. Republic Act 7924 does not grant the MMDA nor its Council the power to enact ordinances and approve resolutions for the general welfare of Metro Manila’s inhabitants and as such, because of the administrative nature of its powers and functions, it cannot order the removal of the terminals involved in this case. b) Municipal corporations Villas v. City of Manila (1921) Facts: Villas et al., creditors of the City of Manila under the Spanish regime, demanded payment from the City of Manila after cession to the US. Doctrine: A Municipal Corporation has two kinds of powers— public and private; the former is clothed with sovereignty and is a legal individual while the latter enables it to act like a corporate legal individual. Hence, the new City of Manila, despite the cession to the US, is still liable to the Villas as private property remains as it was prior to the cession and this includes any corporate liability incurred by such city or municipality. Republic v. City of Davao (2002) Facts: The City of Davao claims that it is not required by law to secure an Environmental Compliance Certificate (ECC) from the Environmental Management Bureau to construct its Artica Sports Dome. Doctrine: Davao is covered by the law which requires all persons to secure an ECC when they undertake an environmentally-critical project. As the Civil Code defines a person as either natural or juridical and as the state and its political subdivisions (i.e., local government units) are juridical persons, the City of Davao, being a local government unit and thus a juridical person, is not excluded from the coverage of the law requiring persons to secure an ECC. B. Municipal corporations 1. Elements 2. Nature and functions Buklod ng Magbubukid sa Lupaing Ramos v. E.M. Ramos and Sons (2011) Facts: The corporation E.M. Ramos and Sons claims that the Department of Agrarian Reform cannot, in implementing the Comprehensive Agrarian Reform Program (CARP), subject the unirrigated agricultural land that the former acquired as the said land has been converted into a residential subdivision by virtue of Ordinance 29-A. 134 Doctrine: Zoning classification is an exercise by the local government unit of its police power and not the power of eminent domain. Per Sec. 20 of the Local Government Code, the authority to reclassify land primarily resides in the sanggunian of the city or municipality, and as the Ordinance has already reclassified the land in this case to a residential area, it is no longer covered by CARP. 3. Requisites for creation, conversion, division, merger or dissolution Population Requirement Aldaba v. COMELEC (2010) Facts: : Congress enacted Republic Act 9151 creating Malolos City using the projected population rate instead of the current population rate to meet the population criteria in the Constitution. Doctrine: Republic Act 9151 is unconstitutional because the Constitution requires an actual population of 250,000 at the time of the city’s creation. Territory Requirement Navarro v. Ermita (2010) Facts: Navarro, et al. claim that Republic Act 9355, which creates the province of Dinagat Island, is unconstitutional because it failed to comply with the land area requirement as the said province only has a total land area of 802.12 sq. km. Doctrine: Republic Act 9355 is unconstitutional because it failed to meet the land area requirement of at least 2,000 sq. km. (the area need not be contiguous) as stipulated in the Local Government Code(LGC). The Constitution mandates that the creation of Local Government Units must follow the criteria provided in the LGC or else it will violate of Sec. 10, Art. X of the Constitution. Navarro v. Ermita (2011) Facts: Intervenors filed a Motion for Reconsideration claiming that the exemption from territorial contiguity, when the intended province consists of two or more islands, includes the exemption from the application of the minimum land area requirement Doctrine: Republic Act 9355 is valid and constitutional. The exemption from the minimum land area requirement – when the Local Government Unit to be created consists of one or more islands – is expressly stated in the Local Government Code for municipalities but is absent in the requisites for the creation of a province, but such exemption is expressly stated in Art. 9(2) of the Local Government Code Implementing Rules and Regulations (LGC-IRR). The omission of the exemption in the case of provinces was intended to be corrected by Art. 9(2) of the LGC-IRR to reflect the true legislative intent. This will also be consistent with the declared policy to provide said local government units genuine and meaningful local autonomy by construing liberally the contiguity and minimum land area requirements for prospective local government units in order to achieve the desired results. 135 Creation by Legislation League of Cities v. COMELEC (2008) Facts: Congress enacted into law Republic Act 9009 which increased the annual requirement for conversion of a municipality into a city from P20 million to P100 million, but nevertheless approved 16 cityhood bills exempting them from the P100 million requirement. Doctrine: The 16 Cityhood Laws are unconstitutional for not complying with the P100 million income requirement. Congress can only prescribe the criteria for the creation of a city in the Local Government Code and not in any other law (i.e. Cityhood laws). Since RA 9009 was enacted prior to the cityhood bills then the cityhood bills should observe the same criteria. League of Cities v. COMELEC (2009) Facts: This involves a Motion for Reconsideration on the 2008 case. Doctrine: The 16 Cityhood Laws are constitutional, for it is wrong to hold that the criteria for creation of an LGU may not be provided for in any other law aside from the Local Government Code for this would result in the conclusion that Republic Act 9009 which increased the income requirement is unconstitutional. The only conceivable reason why the Constitution employs the clause “in accordance with the criteria established in the local government code” is to lay stress that it is Congress alone -and no other- which can impose the criteria. League of Cities v. COMELEC (2010) Facts: This is a Motion for Reconsideration of the 2009 case. Doctrine: The 16 Cityhood Laws are unconstitutional for not complying with the P100 million income requirement. The pendency or non-pendency of the cityhood bills is not a material difference so as to distinguish one municipality from the other. League of Cities v. COMELEC (Feb. 2011) Facts: This is a Motion for Reconsideration of the 2010 case. Doctrine: The 16 Cityhood Laws are constitutional. Congress intended that the 16 cities be exempted from the requirement of Republic Act 9009 while the two bills (RA 9009 and 16 Cityhood Bills) were still pending; Congress has the power to modify the Local Government Code and it did so for both RA 9009 and the Cityhood laws. League of Cities v. COMELEC (Apr. 2011) Facts: This involves a Motion for Reconsideration ad cautelam. Doctrine: The 16 Cityhood Laws are constitutional. Senator Pimentel during the deliberations showed that Republic Act 9009 would not apply to the conversion bills then pending deliberation in the Senate during the 11th Congress, for Local Government Units covered by the Cityhood Laws belong to a class of 136 their own, having proven themselves viable and capable to become component cities of their respective provinces (by being tourism spots, centers of trade and commerce, points of convergence of transportation, and havens of agricultural, mineral and other natural resources). Aquino and Robredo v. COMELEC (2010) Facts: Aquino, et al. claim that the 1st district of Camarines Sur will no longer meet the minimum population of 250,000 after Republic Act 9176 reapportions the 1st and 2nd legislative districts of Camarines Sur. Held: Republic Act 9716 is constitutional. Sec. 5(3), Art. VI of the Constitution requires a 250,000 minimum population only for a city to be entitled to a representative, but not for a province. Records of the Constitutional Commission show that the population was not the sole determinant of the creation of a legislative district. Sema v. COMELEC (2008) Facts: Congress enacted Republic Act 9054 by virtue of which Congress delegated to the Autonomous Region in Muslim Mindanao (ARMM) Regional Assembly the power to create provinces, cities, municipalities and barangays within the ARMM. Doctrine: Sec. 19, Art. VI of Republic Act 9054 is unconstitutional insofar as it grants to the ARMM Regional Assembly the power to create provinces and cities. Regional legislative bodies may be delegated the power to create municipalities and barangays provided in Sec. 10, Art, X of the Constitution but only Congress may create provinces and cities. Kida v. Senate of the Philippines (2011) Facts: Congress enacted into law Republic Act 10153 postponing the regional elections in the ARMM and recognizing the President’s power to appoint Officers-In-Charge (OICs)to temporarily assume these vacant positions upon the expiration of the terms of the elected officials. Doctrine: Synchronizing the ARMM elections to coincide with the country’s regular national and local elections is not violative of the Constitution and of the autonomy of the ARMM. Sec. 16, Article VII of the 1987 Constitution gives the President the power to appoint “all other officers of the Government whose appointments are not otherwise provided for by law, and those whom he may be authorized by law to appoint.” The grant of power to the President to appoint OICs is thus constitutional. Composition Ordillo v. COMELEC (1990) Facts: In the plebiscite for the ratification of the Cordillera Autonomous Region (CAR) Organic Act, only Ifugao province voted to be part of the CAR. Doctrine: The sole province of Ifugao cannot validly constitute the CAR. The Constitution is clear that the 137 autonomous regions must consist of more than one province, as the term “region” used in its ordinary sense means two or more provinces. Further, it can be seen from Republic Act 6766 (Organic Act of the CAR) that Congress never intended that a single province can constitute an autonomous region; otherwise, the province will be composed of two sets of officials: one for the Ifugao Local Government Unit and another set of regional officials for the CAR, both of whom will be exercising executive and legislative powers over the same area. Cordillera Broad Coalition v. COA (1990) Facts: Pres. Corazon Aquino issued Executive Order (EO) 220 creating the Cordillera Administrative Region. Petitioners assail the constitutionality of the EO claiming the creation of the Cordillera Administrative Region by the President contravened the constitutional guarantee of local autonomy for the provinces and the city which compose the CAR. Doctrine: E.O. 220 is constitutional as it does not create an autonomous regional government but merely created a region for administrative purposes with the main objective of coordinating the planning and implementation of programs and services. Furthermore, the bodies created by E.O. 220 do not supplant the existing local governmental structure, nor do they serve as autonomous government agencies. Plebiscite Requirement Bagabuyo v. COMELEC (2008) Facts: Rogelio Bagabuyo argued that Republic Act 9371, which increased the legislative districts of Cagayan de Oro from one to two, is not merely a legislative apportionment; hence, a plebiscite has to be conducted per Sec. 8 of the Local Government Code. Doctrine: A plebiscite is not required because what is involved is only a legislative apportionment. The Constitution and LGC expressly require a plebiscite to effect any creation, division, merger, abolition or alteration of boundary of a Local Government Unit (LGU) and since a legislative district is not a local government unit or a political subdivision, no plebiscite is required for the creation, dissolution or other similar actions on legislative districts. Samson v. Aguirre (1999) Facts: Congress enacted into law Republic Act 8535 creating Novaliches City out of fifteen Quezon City barangays. Moises Samson challenges the constitutionality of Republic Act 8535, alleging that a) certifications as to income, population, and land area were not presented to Congress during the deliberations for the passage of RA 8535 b) that there was no certification attesting to the fact that the mother local government unit, Quezon City, would not be adversely affected by the creation of the City of Novaliches in terms of income, population and land area and that c) there was no seat of government provided in the law for the proposed city of Novaliches. Doctrine: RA 8535 is constitutional. The plebiscite requirement has been complied with, with all constituents of Quezon City having been properly included and given the opportunity to raise issues on the adverse effects on Quezon City by the creation of Novaliches City even before they voted on the 138 principal question of the cityhood of Novaliches. Furthermore, the official statements of the representatives from the Bureau of Local Government Finance and the NSO testifying that the combined annual income and population of the fifteen barangays satisfied the requirements of the Local Government Code and its Implementing Rules and Regulations served the same purpose as the required certifications. There was no need to consider the land area since the proposed city must comply with requirements on income and population or land area. Though the law did not provide for a seat of government, this is not fatal as under Sec. 12 of the Local Government Code, the City of Novaliches can still establish a seat of government after its creation. Also, the chief executive of Quezon City, Mayor Mathay, did not raise any adverse issue during the public hearings on the law in question, showing that the creation of Novaliches City did not have any perceived adverse effect on Quezon City. Tobias v. Abalos (1994) Facts: Tobias questions the plebiscite held for Republic Act 7675, a law converting the municipality of Mandaluyong into a highly-urbanized city, as it only included the people of Mandaluyong when, according to Tobias, San Juan should have also been included as it once belonged to the same legislative district as Mandaluyong. Doctrine: The plebiscite is valid as the principal subject involved in the plebiscite was the conversion of Mandaluyong into a highly-urbanized city, and the matter of separate district representation was only ancillary thereto. Thus, the inhabitants of San Juan were properly excluded from the said plebiscite as they had nothing to do with the change of status of Mandaluyong. Municipality of San Narciso v. Hon. Mendez, et al. (1994) Facts: President Garcia issued Executive Order (EO) 353 creating the Municipal District of San Andres, which later became a municipality. The petitioners assailed the constitutionality of the EO because it constitutes the usurpation of legislative power by the President. Respondents argued that the enactment of the Local Government Code into law rendered the issue moot as the Municipality of San Andres has turned into a de facto municipal corporation. Doctrine: The Municipality of San Andres attained a status closely approximating that of a de facto municipal corporation, by virtue of the circumstances of the case, such as the existence of governmental acts (e.g., EO 174 classifying the municipality of San Andres as a fifth class municipality) that point to the state’s recognition of the continued existence of the Municipality of San Andres. Furthermore, by virtue of Sec. 442 (d) of the Local Government Code, which states that municipal districts “organized pursuant to presidential issuances or executive orders and which have their respective sets of elective municipal officials holding office” at the time of the effectivity of the Code shall be considered regular municipalities, it has now attained the status of a de jure municipality. Also, the petitioner challenged the legality of EO 353 only thirty years after its issuance. A quo warranto proceeding assailing the lawful authority of a political subdivision should be timely raised. 139 C. PRINCIPLES OF LOCAL AUTONOMY Province of Batangas v. Romulo (2004) Facts: Pres. Estrada created the Local Government Service Equalization Fund (LGSEF) which imposed a set of criteria for release of the Internal Revenue Allotment (IRA), which IRA should have been automatically distributed to the LGUs. Doctrine: The LGSEF is invalid as the President may not impose conditions on the release of the IRA because such imposition of conditions is contrary to the principle of local autonomy. Also, the Constitution and the Local Government Code mandate that Local Government Units (LGUs) are entitled to a just share in the national taxes which share shall be determined by law and which must automatically be released to the LGUs. Sampiano v. Indar (2009) Facts: After Sampiano filed a petition for annulment of proclamation against Ogka, the COMELEC issued an order whereby Sampiano would discharge the functions as mayor so as to prevent paralysis to public service pending determination and final resolution of the controversy. Ogka asked that the Internal Revenue Allotment (IRA) of the municipality be held and not released in the mean time. Doctrine: The IRA may not be automatically released. The automatic release of the IRA under Sec. 286 is a mandate to the national government through the Department of Budget and Management to effect automatic release of the said funds from the treasury directly to the local government units, free from any holdbacks or liens imposed by the national government, but this automatic realease of the IRA from the national treasury does not prevent the proper court from deferring or suspending its release to particular local officials when there is a legal question presented in court as to the rights of the parties to receive the IRA. National Liga ng mga Barangay v. Paredes (2004) Facts: The Liga ng mga Barangay claims that the appointment of DILG Sec. Barbers as Interim Caretaker of the Liga until a new set of officers have been duly elected and assumed office (due to alleged election irregularities) amounts to undue interference by the DILG. Doctrine: The DILG’s acts are tantamount to exercise of control, and Sec. 4, Art. X of the Constitution provides that the President of the Philippines shall exercise general supervision over local governments, which excludes the power of control. As the entity exercising supervision over the Liga, the DILG’s authority is limited to seeing to it that the rules are followed, but it cannot lay down such rules itself nor does it have the discretion to modify or replace the same. 140 Disomangcop v. Datumanong (2004) Facts: Republic Act 6074, the first Autonomous Region in Muslim Mindanao (ARMM) Organic Act, as implemented by Executive Order 426, devolved the functions of the Department of Public Works and Highways (DPWH) in ARMM to the regional government. The DPWH Secretary then issued Department Order 119 creating the Marawi Sub-District Engineering office which shall have jurisdiction over all national infrastructure projects and facilities under the DPWH within Marawi City and the province of Lanao del Sur (both of which are part of the ARMM). Republic Act 8999 was signed into law by Pres. Estrada which established an engineering district in the 1st district of Lanao del Sur. Subsequently, Republic Act 9054 was passed, transferring and devolving the administrative and fiscal management of public works and funds for public works to the Autonomous Regional Government. Doctrine: Because Republic Act 8999 sought to create an office the functions of which have been previously devolved to the regional government, it in effect sought to amend RA 6074 and as such, RA 8999 never became operative as any law amending RA 6074 must first be approved by the people of ARMM through a plebiscite.This holding is concommitant with the devolution of functions of the DPWH to the regional government of ARMM. Devolution pertains to the transfer of powers, responsibilities and resources for the performance of certain functions from the central government to local government units, thereby granting greater autonomy to local government units in recognition of their right to selfgovernment, to make them self-reliant and to improve their administrative and technical capabilities. D.O. 119, as it runs counter to E.O. 426 and R.A. 9054, is also inoperative. Pimentel v. Executive Secretary (2012) Facts: Former Senator Aquilino Pimentel claims that the Pantawid Pamilyang Pilipino Program involves the recentralization of government funds as the Department of Social Welfare and Development has full control over the identification of the beneficiaries and the manner of delivery of such services. Doctrine: There was no recentralization as the local government units have no power over a program for which funding has been provided by the National Government under the General Appropriations Act, even if the said program is within the jurisdiction of an LGU. The programs and services involved in the Pantawid Pamilyang Pilipino Program are funded by the National Government, which it may designate to implementing agencies such as the DSWD. The concept of local autonomy does imply the establishment of local government units into mini-states, as what is involved in local autonomy is decentralization of administration and not of power. Civil Service Commission v. Quida-Yu (2012) Facts: The Department of Health (DOH) refused to recognize Dr. Yu, the Provincial Health Officer (PHO) II appointed by the Basilan governor, as Chief of Hospital II after the Basilan General Hospital was renationalized because DOH claims that the PHO position never devolved to Basilan. Doctrine: The PHO position devolved to the LGU as devolution involves the absorption of personnel from former national offices, including the Basilan General Hospital. As the PHO position occupied by Dr. Yu was re-nationalized and as Dr. Yu was one of the personnel reverted to the DOH, she acquired a vested right to the re-classified position of Chief of Hospital II, and should not have been made to retain her original item of PHO II. 141 San Juan v. Civil Service Commission (1991) Facts: The Department of Budget and Management (DBM) recommended the appointment of private respondent Cecilia Almajose, disregarding the letter of the Rizal governor endorsing Dalisay Santos for the position of Provincial Budget Officer of Rizal. Doctrine: The recommendatory power of the Governor is not merely directory. As such, if the recommended nominee failed to meet the requirements set by law, the DBM may choose not to appoint him/her but the DBM may not appoint persons other than those recommended by the governor and should instead ask the governor to submit a new list of nominees. When a law is capable of two interpretations (one for centralized power and another, beneficial to local autonomy), the law must be interpreted in favor of autonomy. Pimentel v. Aguirre (2000) Facts: The President issued Administrative Order 372, pursuant to his general power of supervision over local governments, commanding all local government units to identify and implement measures to reduce their expenditures for the year by at least twenty-five percent, and withholding an amount equivalent to 10% of the Internal Revenue Allotment (IRA) from the local government units pending the assessment and evaluation by the Development Budget Coordinating Committee of the emerging fiscal situation. Doctrine: The withholding of the amount equivalent to 10% of the IRA is invalid as it contravenes the Constitution and the Local Government Code, and encroaches on the fiscal autonomy of local governments. Concommittant with the local government units’ fiscal autonomy is the automatic release of its IRA. Tan v. COMELEC (1986) Facts: Tan, et al. argued that Batas Pambansa (BP) 885, which provides for the creation of the province of Negros del Norte, is unconstitutional as it mandated the conduct of a plebiscite only in the areas which shall compose the new province of Negros del Norte, to the exclusion of the voters in the remaining areas of the parent province Negros Occidental, which areas, Tan argued, will be similarly affected by the said creation of a new province. Doctrine: BP 885 is unconstitutional as it contravenes Sec. 3, Article XI of the then prevailing 1973 Constitution, which states that no province may be created or divided, or its boundary substantially altered without the “approval of a majority of the votes in a plebiscite in the unit or units affected.” All the cities and municipalities of the province of Negros Occidental compose the units affected, and not merely those which shall compose the new province. Thus, the parent province of Negros Occidental should be included in the plebiscite since the result of the creation of a new province will affect Negros Occidental’s territory, population and economy. 142 Tan v. Perena (2005) Facts: The Sangguniang Bayan of Daanbantayan in Cebu issued Municipal Ordinance 7 which provides that a maximum of 3 cockpits shall be allowed in their municipality despite the fact that Presidential Decree (PD) 449 (Cockfighting Law) states that only one cockpit is allowed in each city/municipality, unless its population is over 100,000 people, in which case 2 cockpits shall be allowed. Doctrine: Albeit the Sangguniang Bayan is granted the power to authorize and license the establishment, operation, and maintenance of cockpits in line with the policy of local autonomy in the Constitution, its discretion is limited as it cannot authorize acts which contravene the Constitution nor laws passed by Congress. As such, Municipal Ordinance 7 is void for contravening PD 449. Batangas CATV v. CA (2004) Facts: The Sangguniang Panglungsod of Batangas City passed Resolution 210 allowing Batangas CATV to operate in the area and charge its subscribers provided that the increase in rates charged must first be approved by the Sanggunian. Batangas CATV did otherwise, and increased its rates without securing the Sanggunian’s approval. Doctrine: While a local government unit may prescribe regulations under the general welfare clause of the Local Government Code, it may only do so as regards the use of public properties or the “physical realities” of a constructive CATV system, such as use of public streets, rights of ways, the founding of structures and the parceling of large regions. As such, Resolution 210 is invalid as it is the National Telecommunications Commission and not the Sangguniang Panglungsod that has the power to regulate the industry by prescribing regulatory measures and approving the increase or decrease of rates. Veloso v. COA (2011) Facts: The Commission on Audit (COA) disallowed the disbursement of funds for exemplary public service awards granted by Ordinance 8040 (of the City of Manila) to elective local officials of Manila who have been elected for three consecutive terms because it argued that this would amount to double compensation. Doctrine: While the local government units have fiscal autonomy, their disbursements are still within COA’s audit jurisdiction. Furthermore, the Local Government Code and the Constitution prohibits double compensation, unless specifically authorized by Congress. ACORD v. Executive Secretary Zamora (2005) Facts: Under the General Appropriations Act of 2000, P10 billion classified as “Unprogrammed Fund” was provided in addition to the original amount allotted to fund the Internal Revenue Allotment (IRA) but withheld until the revenue targets submitted by the President to Congress was met. Doctrine: The withholding of the P10 billion is unconstitutional as it contravenes the constitutional mandate providing for the automatic release of the IRA to local governments units as their just share in the national taxes. 143 D. POWERS OF LOCAL GOVERNMENT UNITS (LGUs) 1. Police power (general welfare clause) Province of Rizal v. Executive Secretary (2005) Facts: The Department of Environment and Natural Resources Secretary and the Department of Public Works and Highways Secretary entered into a Memorandum of Agreement providing for the use of a parcel of land in San Mateo as a sanitary landfill. The Sangguniang Bayan of San Mateo in turn passed a resolution banning the opening of dumpsites within its jurisdiction. Doctrine: The Court held that the Sangguniang Bayan of San Mateo has the right to pass a resolution preventing the opening of a dumpsite within its territorial jurisdiction because of the detrimental effect to the health and safety of San Mateo residents and its adverse effect on the environment and sources of water. This is pursuant to its right to promote the general welfare of its inhabitants. Rimando v. Naguilan Emission Testing Center (2012) Facts: Naguilan Emission Testing Center applied for a business permit which Mayor Rimando refused to grant. The former filed a mandamus case against Mayor Rimando to compel him to issue the business permit. Doctrine: Mayor Rimando cannot be compelled by mandamus to issue a business permit since its issuance is a delegated police power and thus, discretionary and not merely ministerial. The power of the municipal mayor to issue licenses is pursuant to the general welfare clause in Section 16 the Local Government Code. Local government units exercise police power through their respective legislative bodies. Gancayco v. City Government of Quezon City and the MMDA (2011) Facts: Gancayco questioned the validity of Quezon City Ordinance 2904 which required commercial buildings to provide arcades in front of their establishments for pedestrians. Doctrine: Congress granted the city government, through its city council, police power by virtue of the Revised Quezon City Charter, which allowed the regulation of the construction of buildings. Property rights of individuals may be subjected to restraints and burdens in the exercise of police power, but the methods and means used in exercising such power to protect public health, morals, safety or welfare must have a reasonable relation to the end in view. The ordinance in question is valid as the city’s primary goal in enacting it was to increase health and safety of the city since these arcardes were intended to provide safe and convenient passageways along the sidewalk for pedestrians. 144 The Learning Center and Spouses Alfonso v. Ayala Alabang Homeowners Association (2010) Facts: The Ayala-Alabang Homeowners Association sued the spouses Alfredo for breach of contract because the spouses built a grade school on the property in addition to the preparatory school indicated in the title. The spouses argued that the association had no basis to enforce the restriction in the title as an ordinance had been passed reclassifying the land on which the grade school was built from residential to institutional. Doctrine: Although the land had validly been classified as institutional by the zoning ordinance, the restriction must still be upheld because the land was situated within a residential area. The increased traffic that would be brought about by the expansion of preparatory school (with the addition of the grade school) would effectively prevent the adjacent property owners from enjoying their own properties. Ortigas and Co. v. Feati Bank (1996) Facts: Ortigas sued Feati Bank for building a commercial building contrary to its contract. Feati Bank argued that the land in question was reclassified into a commercial zone by virtue of a Mandaluyong resolution. Doctrine: The Mandaluyong resolution is a valid exercise of police power, and Ortigas cannot prevent Feati Bank from building a commercial building on the land. While the non-impairment of contracts is constitutionally guaranteed, the rule is not absolute as it has to be reconciled with the legitimate exercise of police power. The Local Autonomy Act (Republic Act 2264) grants municipal councils the power to adopt zoning and subdivision ordinances or regulations for the municipality. Social Justice Society v. Atienza Jr. (2007) Facts: The Social Justice Society, by way of mandamus, sought to compel Mayor Atienza to enforce Ordinancy 8027 (which restricts the use of the properties of Caltex, Shell and Petron in the Pandacan area from being used as oil terminals and reclassified the area of Pandacan from industrial to commercial) and remove all the oil terminals. Doctrine: The Local Government Code imposes upon Mayor Atienza the duty, as chief executive of the city, to enforce all laws and ordinances relative to the governance of the city. The mandamus, having met the criteria, is granted as it is Mayor Atienza’s ministerial duty to enforce the said ordinance and remove the oil terminals. Social Justice Society v. Atienza, Jr. (2008) Facts: Caltex, Shell, and Petron argued that Ordinance 8027 is an invalid exercise of police power because it is unfair and oppressive as it prohibits the said corporations from doing business. Doctrine: Ordinance 8027 was a valid exercise of police power as it was enacted by the Sangguniang Panglungsod of Manila which, as the City of Manila’s legislative body, is authorized to exercise police power. Furthermore, the City of Manila properly exercised its police power because there was 1) a lawful 145 subject (i.e., the interests of the public generally, as distinguished from those of a particular class, require the interference of the State), and there was used 2) a lawful method (since the means employed are reasonably necessary for the attainment of the object sought to be accomplished and not unduly oppressive upon individuals). The Sanggunian was compelled to take measures to protect the residents of Manila from catastrophic devastation in case of a terrorist attack on the Pandacan terminals. Lastly, only the use of the properties as oil terminals was restricted, as the corporations may still use the said properties for other purposes. Lucena Grand Central Terminal v. JAC Liner (2005) Facts: The City Council of Lucena passed Ordinances 1631 and 1778 which prohibited outside buses and jeepneys from entering the city and a policy that they will load and unload passengers only in the common terminal. Doctrine: Both ordinances are an improper exercise of police power as they went beyond what was reasonably necessary to solve the traffic problem. Per the requirements of the proper exercise of police power (a lawful subject and lawful method), there was a lawful subject in the form of traffic congestion, but the method employed was not lawful as allowing only one terminal to have full control of busjeepney terminal activities would subject users to unduly oppressive fees, rentals and charges. Parayno v. Jovellanos (2006) Facts: Parayno argued that Resolution 50, which recommended to the Mayor of Calasiao the transfer or closure of the former’s gasoline station pursuant to an ordinance prohibiting the placement of gasoline service stations within 100 meters away from any school, church, or hospital is an invalid exercise of police power. Doctrine: The Resolution was an invalid exercise of police power as the Ordinance which served as its basis only prohibits gasoline service stations within 100 meters from any school, church or hospital, and not gasoline filling stations. The ordinance makes a distinction between gasoline filling stations and gasoline service centers, prohibiting the latter and not the former. Also, there was no due process as the Sangguniang Bayan sought to abate the alleged nuisance (Parayno’s gasoline filling station) without proper judicial proceedings. City of Manila v. Laguio (2005) Facts: The Malate Tourist Development Corporation assailed the constitutionality of Ordinance 7774 which prohibits hotels and motels in certain areas of Ermita-Malate. Doctrine: Ordinance 7774 is an invalid exercise of police power as the closing down and transfer of hotels, motels, and other businesses prohibited under it has no reasonable relation to the promotion and protection of social and moral values of Manila. The prohibition of hotels and motels in the Ermita-Malate area will not per se protect and promote the welfare of the community from prostitution, adultery, fornication, or the spread of sexual disease. 146 White Light Corp v. City of Manila (2009) Facts: The City of Manila issued Ordinance 7744 prohibiting short-time admission rates (booking rooms for less than 12 hours) in hotels, motels, and other similar establishments to lower the rate of illicit activities. White Light Corp, owner of several hotels and motels in the area, assailed the ordinance for being violative of the right to privacy and the freedom of movement. Doctrine: The Ordinance is an invalid exercise of police power and is unconstitutional. To be valid, an ordinance must be within the local government unit’s corporate powers to enact and must a) not contravene the Constitution or any statute, b) not be unfair or oppresive, c) not be partial or discriminatory, d) not prohibit but may regulate trade, e) must be consistent with public policy and f) must not be unreasonable. In this case, the goal (minimizing or eliminating the use of the establishments covered by the ordinance for illicit sex, prostitution, drug use and other illicit activities) is lawful, but the means employed was an arbitrary intrusion into private rights since it also had the effect of prohibiting the legitimate use of the said establishments. The means of enforcement must be reasonably necessary to attain the purpose of the ordinance and there must be no other alternative action less intrusive of private rights. 2. Eminent domain Albon v. Fernando (2006) Facts: Albon filed a taxpayer’s suit against the City of Marikina for using public funds to repair private property via the issuance of Ordinance 59 which provides for public works to widen, clear and repair the sidewalk of Marikina Greenheights subdivision. Doctrine: The Ordinance is valid but the case was remanded to determine whether it is the City or the subdivision that owned the sidewalks. Such determination is important as Sec. 335 of the Local Government Code provides that public money cannot be used for private purposes. City of Manila v Chinese Community (1919) Facts: The City of Manila wanted to expropriate land, used as a cemetery, for the extension of Rizal Avenue. The Chinese Community claims that the expropriation was not necessary because there were other lots which could be expropriated for the same purpose. Doctrine: Though the City Charter of Manila allows it to expropriate land for public purposes, the right of expropriation is not an inherent power in a municipal corporation in that where the statute does not designate the property to be taken nor how it may be taken, the necessity of taking a particular property is a question for the courts to decide. In this case, the first condition on expropriation by the City of Manila was met, as the land sought to be expropriated is private but the second condition (public purpose) was not met as it was not shown that the extension of the street was necessary and its extension through the cemetery was also not shown to be necessary as other lots have been offered to the city free of charge. 147 Figuracion v. Libi (2007) Facts: Figuracion’s land was expropriated by the City of Cebu to extend N. Escario Street and as not all of the land was used, the remainder was reconveyed to Figuracion. The Libis (who occupied the remainder of the said land) opposed the reconveyance to Figuracion. Doctrine: Reversion is a proceeding where the State seeks the return of lands of the public domain or the improvements thereon through cancellation of private title erroneously or fraudulently issued over it. The Local Government Code grants local government units the power of reversion of public roads and the Revised Charter of the City of Cebu states that property withdrawn from public servitude may be used or conveyed for any purpose, which includes reconveyance to the previous owner. As such, the City of Cebu had every right to reconvey the remainder of the land to Figuracion. Spouses Yusay v. CA (2011) Facts: Spouses Yusay argued that Resolution 552, which authorized the expropriation of the land of the spouses Yusay for the development of low-cost housing, is invalid as it does not satisfy the requirement that an ordinance first be passed authorizing the mayor to exercise the power to expropriate. Doctrine: The resolution is not a valid authorization for the mayor to exercise the power to expropriate as he can only exercise the power of eminent domain through an ordinance, which is a law possessing a general and permanent character, as opposed to a resolution which is merely a declaration of a sentiment or opinion of a law-making body on a specific matter and which is temporary in nature. Province of Camarines Sur v. CA (1993) Facts: The Solicitor General claims that before Camarines Sur can expropriate property (by virtue of Resolution 129) for the purposes of putting up a farm and housing project for government employees, the province must first secure the approval of the Department of Agrarian Reform (DAR). Doctrine: Expropriation of agricultural lands by local government units is not subject to the prior approval of the Department of Agrarian Reform Secretary as Sec. 9 of the Local Government Code does not require the approval of the DAR Secretary for converting agricultural land to non-agricultural land. It is the legislative branch of the local government unit that shall determine whether expropriation is for a public purpose or for public use since expropriation is an expression of legislative policy. Masikip v. Pasig City (2006) Facts: Masikip assailed Ordinance 42 (which authorizes the Mayor of Pasig to expropriate Masikip’s lot to build a sports and development and recreational activity center for Barangay Caniogan residents), and argued that there is no genuine necessity for the expropriation because there exists an established sports development and recreational activity center being used by residents of the said Barangay. Doctrine: The Court cited the case of City of Manila v. Arellano Law College to emphasize that the necessity for the expropriation must be reasonable or of practical necessity (not an absolute one), which would “combine the greatest benefit to the public with the least inconvenience and expense to the 148 condemning party and the property owner consistent with such benefit.” The ascertainment of the necessity must precede or accompany, and not follow, the taking of the land. In this case, there was no genuine necessity for the expropriation because the sports and recreation facility envisioned to be built was not for a public purpose but merely for the exclusive use of the residents of the Melendres Compound Homeowners Association. Barangay Sindalan v. CA (2007) Facts: The spouses Magtoto argued that the plan to expropriate part of their property in order to make a feeder road leading to the municipal road is actually for the private use of the homeowners of Davsan II Subdivision. Doctrine: There was no genuine necessity for the expropriation because only the subdivision residents would benefit from the feeder road. Although the public nature of the prospective exercise of expropriation cannot depend on the “numerical count of those to be served or the smallness or largeness of the community to be benefited”, the essential requirement for a valid exercise of eminent domain is for the expropriator to prove that the expropriation is for a public use. JIL Christian School Foundation v. Municipality of Pasig (2005) Facts: An ordinance was issued authorizing the Mayor to initiate expropriation of Cuangcos property to be converted into a road leading to a barangay which was a fire hazard. However, the Cuangcos told Pasig City that they sold the land to JIL Christian School, and JIL claims that there was no valid and definite offer made to them by Pasig City. Doctrine: The expropriation was improper as there was no valid and definite offer. Before a local government unit can exercise the power of eminent domain, there must first be a) an ordinance enacted by the local legislative council authorizing the local chief executive, in behalf of the LGU, to exercise the power of eminent domain or pursue expropriation proceedings over a particular private property; b) The power of eminent domain is exercised for public use, purpose or welfare, or for the benefit of the poor and the landless; c) There is payment of just compensation, as required under Section 9, Article III of the Constitution and other pertinent laws; and d) A valid and definite offer has been previously made to the owner of the property sought to be expropriated, but said offer was not accepted. There was no offer because the letter Pasig sent the Cuangcos and the invitation to the engineer’s office only proved its intent to acquire the property for a right of way and did not amount to a valid and definite offer. Antonio v. Geronimo (2005) Facts: Antonio, against whom Catolos filed an unlawful detainer suit, moved to stay the demolition of his property on Catolos’ land because he contends that the two resolutions passed by Pasig City authorizing the expropriation of Catolos’ land (passed while the demolition was taking place) were supervening events that rendered the demolition unjust and inequitable. Doctrine: The resolutions for expropriation were not supervening events because the rule is that if judgment is rendered against the defendant, it is immediately executory. Also, the Mayor cannot exercise the power of eminent domain pursuant to two resolutions of the municipal council as he may only do so 149 pursuant to an ordinance. Ortega v. City of Cebu (2009) Facts: Cebu contends that the price set by the Regional Trial Court on the expropriated property of the Ortega’s land was beyond the reach of the intended beneficiaries of the socialized housing program. Doctrine: The determination of just compensation is a judicial prerogative, and Cebu discontinued the expropriation just because the compensation fixed is beyond its financial capacity. An order fixing just compensation does not affect a prior order of expropriation. 3. Taxing power Ongsuco v. Malones (2009) Facts: Petitioners, stall holders at the market, argued that a public hearing was required for the imposition of the fees imposed by Ordinance 89-01, which raised the rental and goodwill fees for the Maasin Public Market. Maasin countered that the ordinance is not a tax measure but involved the operation and management of an economic enterprise of the municipality. Doctrine: The rentals and goodwill fees imposed by the municipal ordinance are charges, making the municipal ordinance void and unenforceable as there was no valid public hearing conducted as mandated by Sec. 186 of the Local Government Code, which expressly provides that ordinances levying taxes, fees or charges cannot be enacted without any public hearing. GSIS v. City Treasurer of Manila (2009) Facts: The City Treasurer assessed real property taxes on the 2 properties owned by the Government Service Insurance System (GSIS), but GSIS argued that both its old charter and current charter exempt it from all forms of taxes. Doctrine: GSIS is exempt from real property tax because as an instrumentality of the national government, the GSIS is outside the scope of local taxation. Although the Local Government Code (LGC) stripped the GSIS of its tax exemption, Republic Act 8291 later restored the said exemption. However, realty taxes may be assessed on the GSIS property being leased by Manila Hotel Corporation (MHC), but the said taxes shall be paid by the taxable entity (i.e., MHC) pursuant to the “beneficial use” principle under Sec. 234(a) of the LGC which provides that the unpaid tax attaches to the property and is chargeable against the taxable person who had actual or beneficial use and possession of it, regardless of whether or not it is the owner. Quezon City v. Bayan Telecommunications (2006) Facts: Bayantel holds a legislative franchise whereby it was granted exemption from real estate taxes by virtue of the term “exclusive of the franchise” qualifying the phrase “same taxes on its real estate, building and personal property,” found in Sec. 14 of its franchise, Republic Act 3259. However, the Local Government Code (LGC) withdrew exemptions from real estate taxes for properties of whatever kind 150 located within Metro Manila. Thereafter, Congress enacted Republic Act 7633 which restored the realty tax exemption granted by Bayantel’s original franchise. The Quezon City government enacted a local Revenue Code, imposing real property tax on all real properties in its territorial jurisdiction and thus expressly withdrew all tax exemption privileges in general. Doctrine: Bayantel is exempt from realty taxes on its properties that are actually, directly and exclusively used in the pursuit of its franchise. Congress may grant a tax exemption previously withdrawn by the LGC. Despite the fact that Sec. 5, Article X of the Constitution gives local legislative bodies the power to tax, their exercise of this power may be subject to guidelines and limitations as Congress may provide. Thus, the power to tax is still primarily vested in Congress. Through Sec. 232 of the Local Government Code which provides that “a province or city or municipality within the Metropolitan Manila Area may levy an annual ad valorem tax on real property…not hereinafter specifically exempted,” the Congress highlighted its power to thereafter exempt certain realties from the taxing power of local government units. The use, in turn, of the same phrase “exclusive of this franchise” in Republic Act 7633, which was the basis for Bayante’s exemption from realty taxes prior to the LGC, shows the intention on the part of Congress to once again remove from the LGC’s delegated taxing power all of the franchisee’s properties actually, directly and exclusively used in the pursuit of its franchise. MIAA v. CA (2006) Facts: The Office of Government Corporate Counsel withdrew the tax exemption enjoyed by the Manila International Airport Authority (or the MIAA, whose charter exempts it from real estate tax) arguing that Sec. 193 of the Local Government Code (LGC) expressly withdraws the tax exemption privileges of government-owned and controlled corporations. Doctrine: MIAA, not being a government-owned and controlled corporation, is exempt from real estate tax because it is a government instrumentality vested with corporate powers. An instrumentality refers to any agency of the National Government not integrated within the department framework, vested with special functions or jurisdiction by law, endowed with some if not all corporate powers, administering special funds, and enjoying operational autonomy, usually through a charter. Sec. 133 of the LGC states that the taxing powers of provinces, cities, municipalities and barangays shall not extend to the levy of taxes, fees or charges of any kind on the National Government, its agencies and instrumentalities. This constitutes a limitation imposed by Congress on the local government’s exercise of the power to tax. Furthermore, the power of local governments to tax national government instrumentalities is construed strictly against local governments and the rule is that a tax is never presumed and that there must be clear language in the law imposing the tax. Quezon City v. ABS-CBN (2008) Facts: The Quezon City Revenue Code imposed a franchise tax on businesses within its jurisdiction. Republic Act 7966 granted ABS-CBN a franchise which provided that it would pay franchise tax equivalent to 3% of gross receipts in lieu of all other taxes. Quezon City argued that the “in lieu of other taxes” clause could not have been intended to prevail over the constitutional mandate ensuring the viability and self-sufficiency of local government units. Doctrine: While Congress has the inherent power to tax and grant tax exemptions, Sec. 5, Article X of the 1987 Constitution confers on municipal corporations a general power to levy taxes and otherwise create 151 sources of revenue and they no longer have to wait for a statutory grant of these powers. In interpreting statutory provisions on municipal fiscal powers, doubts will be resolved in favor of municipal corporations. In this case, the “in lieu of other taxes” provision does not expressly provide in clear and unambiguous language what kind of taxes ABS-CBN is exempted from, and as a claim of tax exemption is not favored nor presumed in law but must be clearly shown, ABS-CBN is liable for Quezon City’s franchise tax. Yamane v. BA Lepanto Condominium Corporation (2005) Facts: The notice of assessment of business taxes against BA Lepanto Condominium Corporation did not state the legal basis of the business taxes assessed. The City Treasurer claimed that the condominium owners were making profit by making the condominium’s market price higher through its amenities Doctrine: BA Lepanto is not liable for business taxes because Yamane’s notice of assessment did not state the legal basis of the tax. Sec. 131(d) of the Local Government Code defines business as “trade or commercial activity regularly engaged in as a means of livelihood or with a view to profit” and as the purpose of the condominium corporation has nothing to do with profit-making (as the owner of the condominium unit and not the condominium corporation obtains profit from the sale of the units and it is also the owner who pays capital gains tax on the appreciated value of the condominium) it does not fall under the definition of a business which is liable to pay business taxes. Secretary of Finance v. Ilarde (2005) Facts: Cabaluna was charged more than 24% of the land taxes due him as penalty for his failure to pay land taxes. He paid the amount under protest on the ground that the two regulations issued by the then Minister of Finance which served as the basis for penalty for delinquent payments, violated Sec. 66 of the Real Property Tax Code, which imposed a 24% limit on penalties for delinquent taxes. Doctrine: Both regulations are invalid because they go beyond the 24% limit prescribed by Sec. 66 of the Real Property Tax Code. The issuance of Executive Order (EO) 73 (which the Minister of Finance claims is the basis of the two regulations in question) did not alter the structure of real property tax assessments as provded for in the Real Property Tax Code. The provision in Sec. 2 of EO 73 giving the Minister of Finance the power to “promulgate the necessary rules and regulations to implement” the said EO does not give the Minister of Finance the authority to tinker with the rates of penalty on delinquency taxes in the Real Property Tax Code because EO 73 did not cover the topic of amendment of rates of delinquest taxes or the amendment of rates of penalty on delinquent taxes. However, from January 1992 onwards, it is the Local Government Code that will govern (in this case the assessed taxes were for 1986-1992 and 1991-1992). Smart Communications Inc. v. Davao City (2008) Facts: Smart argued that its telecenter in Davao City is exempt from the payment of local franchise tax because its legislative franchise allegedly exempts it from all taxes by way of the national franchise tax which is paid “in lieu of all taxes.” 152 Doctrine: Smart is liable to pay Davao’s franchise tax because its legislative franchise did not expressly provide the specific taxes from which it was exempt. The “in lieu of all taxes” clause in Smart’s legislative franchise did not expressly and categorically state that the exemption applies to both local and national taxes and thus, the phrase in question must be applied only to national internal revenue taxes. Tax exemptions are never presumed and are construed strictly against the taxpayer and liberally in favor of the taxing authority. 4. Closure and opening of roads Favis v. City of Baguio (1969) Facts: The City Council of Baguio passed a resolution permitting the lease of two city lots to Shell, which caused the street used by Favis as his ingress/egress to be diminished. Doctrine: The resolution is valid because the city is empowered by its Charter to close or reduce the size of a city street. By the resolution, no right of the public is defeated (the portion leased to Shell not being necessary for public use). The power to vacate a street or alley is discretionary and will not ordinarily be controlled or interfered with by the courts, unless there be fraud or collusion. In determining the advisability of closing a street, the municipality must consider the following: a) the topography of the property surrounding the street in light of ingress and egress to other streets, b) the relationship of the street in the road system throughout the subdivision, c) the problem posed by the ‘dead end’ of the street, d) the width of the street, e) the cost of rebuilding and maintaining the street as contrasted to its ultimate value to all of the property in the vicinity, d) inconvenience of those visiting the subdivision, and e) whether the closing of the street would cut off any property owners from access to a street. Sanggalang v. IAC (1989) Facts: The Bel-Air Village Association contested the action of the Mayor of Makati of ordering the opening of Jupiter street to the public to decongest traffic and for public convenience, arguing that Jupiter Street is for the exclusive use of Bel-Air residents. Doctrine: The Mayor’s act is valid because in this case, the city has the power to open a city street for public use. Despite loss of privacy among Bel-Air residents, more important than this is the duty of a local executive to take care of the needs of the majority at the expense of the minority. 5. Legislative power a) Requisites for valid ordinance b) Local initiative and referendum 6. Corporate powers a) To sue and be sued Department of Public Services Labor Union v. Court of Industrial Relations (1961) Facts: The Mayor and Municipal Board of Manila moved to dismiss the case filed against them by the Department of Public Services Labor Union to enforce Republic Act 1880, which reduced the 7 day work week of government employees to 5 days. The Mayor claiming that the Court of Industrial Relations (CIR) has no jurisdiction over the subject matter and that they were immune from suit. 153 Doctrine: The CIR has no jurisdiction to take cognizance of the case since the City of Manila, through the Department of Public Services (in which the laborers worked), performed governmental functions (i.e., functions where it does not obtain pecuniary profit but only acts in the interest of health, safety and advancement of the public good or welfare as affecting the public generally) and therefore acted as an agent of the state and is immune from suit, unless it gives express consent to be sued. Municipal Board of Cebu City v. Court of Tax Appeals (1964) Facts: The Municipal Board, representing Cebu City, appealed the exemption from realty taxes granted by the Board of Assessment Appeals of Cebu City to the Court of Tax Appeals (CTA). The CTA dismissed the case on the ground that the Board of Assessment Appeals is merely the instrumentality of the City of Cebu and the latter, being a governmental agency, is not among those who may appeal to the CTA because it is not a “person, association or corporation adversely affected by a decision or ruling of the Collector of Internal Revenue, the Collector of Customs or any provincial or city Board of Assessment Appeals” who may file an appeal in the CTA. Doctrine: The City of Cebu can appeal from the Board of Assessment Appeals decision. The City of Cebu constitutes a political body corporate created by a special charter (Commonwealth Act No. 58), endowed with the powers which pertain to a municipal corporation. As such, it possesses the capacity to sue and be sued. Calleja v. CA (1967) Facts: Calleja, a civil service employee whose position was abolished by the municipal council of Iriga for lack of funds, filed an action for mandamus against the Municipality of Iriga, which was granted. A copy of the decision was given to the Provincial Fiscal representing Iriga but the notice of appeal and appeal bond was filed not by the Provincial Fiscal but by the municipal attorney. Calleja argued that it was only the Provincial Fiscal who could represent Iriga. Doctrine: The municipal attorney of a municipality is a legal officer of the municipality and thus, can represent the same. Sec. 3, paragraph 3 (a) of Republic Act 2264 provides that the municipality may create the office of Municipal Attorney who shall act as the legal counsel of the municipality. In addition, the Municipal Council of Iriga passed Resolution 36 which provides that the Municipal Attorney shall be the chief legal adviser of the municipality and has the duty to represent the municipality or any municipal officer who is a party in a case in his official capacity. Province of Cebu v. IAC (1987) Facts: The officers and members of the Cebu Mayor's League (in behalf of their respective municipalities), along with some taxpayers, hired a private attorney to sue for the nullification of the donation made by Vice Gov. Almendras. Doctrine: The hiring of the private attorney in this case is called for. Although the rule is that only the provincial fiscal and the municipal attorney can represent a province or municipality in law suits, and although private attorneys cannot collaborate with the fiscal and municipal attorney unless there is board authorization, the municipality may hire a private lawyer provided it be expressly limited to 154 situations where the provincial fiscal is disqualified to represent it. Here, the Provincial Board would never have given authorization for the hiring of a private attorney. Furthermore, even if the provincial fiscal should side with the governor in the filing of the case in question, the provincial board, whose members are defendants in this case, can simply frustrate his efforts by directing him to dismiss the case or by refusing to appropriate funds for the expenses of the litigation. Thus, this case falls under the situation where a private attorney may be hired by the municipality as the provincial fiscal is disqualified to represent it. Municipality of Pililla, Rizal v. CA (1994) Facts: Philippine Petroleum Corporation (PPC) questioned the authority of Private Attorney Mendiola to represent the municipality of Pililla in the computation of PPC’s business tax. Doctrine: Atty. Mendiola cannot represent Pililla. The municipality’s authority to employ a private lawyer is expressly limited to situations where the provincial fiscal is disqualified from representing it and for such exception to apply, the fact that the provincial fiscal was disqualified to handle the municipality’s case must appear on record. In this case, the fiscal was not disqualified but merely refused to represent the municipality, which refusal is not a legal justification to employ the services of a private counsel. The municipal council should have requested the Secretary of Justice to appoint an acting provincial fiscal. b) To acquire and sell property Vergara v. Ombudsman (2009) Facts: Vergara alleges that the agreements between the Mayor of Calamba (who was authorized by Resolution 115 to negotiate and purchase a parcel of land for the new city hall) and Pamana Inc. and Prudential Bank are void because they were not ratified by the city council. Doctrine: Ratification by the city council is not a condition sine qua non for the local chief executive to be able to enter into contracts on behalf of the city. Sec. 22 (c) of the Local Government Code only requires prior authorization from the City Council and in this case, Resolutions 115 and 280 were the City Council’s stamp of approval and authority for the mayor to purchase the subject lots. As such, the agreements, though not ratified by the city council, are valid City of Caloocan v. CA and Gotesco (2006) Facts: The Sangguniang Panglungsod of Caloocan passed Ordinance 68 which authorized the Mayor to negotiate and sell the city’s patrimonial property. Mayor Asistio and Mr. Go of Ever Gotesco executed a deed of absolute sale over the property. Thereafter, the Sangguniang Panglungsod issued an ordinance amending the previous ordinance to comply (and increasing the selling price) to secure the Commission on Audit’s approval of the sale. The new mayor, Mayor Malonzo, vetoed the amended ordinance, refused to sign the amended deed of sale, and filed suit to enjoin the registration of what he deemed was an anomalous sale and to annul the deed of absolute sale and cancel the title issued to Gotesco. Doctrine: Sec. 455 of the Local Government Code gives the Mayor the authority to file suits for the recovery of funds and property for the city even without prior authorization from the Sanggunian. This is 155 supported by Sec. 9 of the Caloocan City Charter which provides that the mayor has the power to institute judicial proceedings to recover property and funds of the city. However, since the mayor is the proper party to file such suits, he should necessarily be the one to sign the certification against forumshopping and not the City Legal Officer who was merely the City’s counsel and not a party to the case. c) To enter into contracts (i) Requisites Vice Mayor Vicencio v. COA Chairman Villar, et al. (2012) Facts: The new Vice Mayor, Vicencio, used Ordinance 15-2003 (authorizing then Vice Mayor Yambao to enter into contracts for consultancy services) to also enter into a new contract for consultancy services Doctrine: Vice Mayor Vicencio had no authority to enter into new consultancy contracts using Ordinance 15-2003, as the said Ordinance is not a continuing authority for any person who enters the Office of the Vice Mayor to enter into subsequent, albeit similar, contracts. Sec. 456 of the Local Government Code provides that there is no inherent authority on the part of the city Vice Mayor to enter into contracts on behalf of the local government unit, unlike that provided for the city mayor. (ii) Ultra vires contracts Boracay Foundation, Inc. v. Province of Aklan, et al. (2012) Facts: Boracay Foundation, Inc. argues that the favorable endorsement of the local government units (LGUs) of Barangay Caticlan and Malay Municipality pursuant to the consultation procedures as required by Local Government Code (LGC) was not obtained by the Province of Aklan, and that there were no proper consultations entered into with the concerned LGUs when the Sangguniang Bayan of Caticlan issued a resolution stating its strong opposition on the expansion of the port facilities at Caticlan. Doctrine: There was no proper, timely, and sufficient public consultation for the project. Sec. 16 of the LGC provides that it is the duty of LGUs to promote the people’s right to a balanced ecology, and it is the duty of national government agencies in the maintenance of ecological balance to secure prior public consultation and approval of the LGUs for these projects. As such, the project’s implementation was illegal. 7. Liability of LGUs Filinvest Land Inc. v. Flood-affected Homeowners of Meritville Alliance (2007) Facts: Homeowners of Meritville filed a complaint against Filinvest Land, Inc. (developer of Meritville) because their lots were always flooded during the typhoon season allegedly due to the latter’s negligence. Doctrine: Sec. 17 of the Local Government Code makes local government units responsible for providing basic services and facilities (including those that deal with drainage, sewerage and flood control). As it is the Naga River which overflows and causes flooding, and as the said river is public property, it is the responsibility of the government, particularly the city government of Las Piñas City, to devise and implement flood-control measures to address the problem. 156 City of Manila v. Teotico (1968) Facts: Teotico filed an action for damages against the City of Manila because he fell into an uncovered manhole and suffered injuries. The City of Manila averred that it is not liable as Sec. 4 of the Charter of the City of Manila states that the city “shall not be liable or held for damages or injuries to persons or property arising from...the negligence of said Mayor, Municipal Board or other enforcers” while enforcing or attempting to enforce the provisions of the charter or any other law or ordinance. Teotico argued that the city is liable under Art. 2189 of the Civil Code, which holds provinces, cities and municipalities liable for damages for the death of or injuries suffered by any person due to the defective condition of roads, streets and other public works under their control and supervision. Doctrine: The applicable provision is that of Art. 2189 of the Civil Code as it governs liability due to “defective streets”, which Teotico alleged to be the cause of his injuries. Sec. 4 of the City Charter is not decisive on the issue as it refers merely to liability arising from negligence in general, regardless of the object thereof, while Art. 2189 governs liability due to “defective streets” in particular. On the allegation of the City of Manila that it is not liable because the street where Teotico was injured was a national highway, the Court ruled that under Art. 2189 of the Civil Code, it is not necessary that the defective roads or streets belong to the province, city or municipality on which responsibility is placed. It is enough that the said province, city or municipality have either control or supervision over the said street or road. Guilatco v. City of Dagupan (1989) Facts: Guilatco filed an action for damages against the City of Dagupan because she fell into an uncovered manhole on a sidewalk on Perez Boulevard, and suffered injuries. The City of Dagupan argued that Perez Boulevard, where the drainage hole is located, is a national road which is not under the supervision or control of the city. Doctrine: The City of Dagupan is liable for damages. It is not necessary for the liability under Art. 2189 to attach that the defective roads or streets belong to the province, city or municipality from which responsibility is exacted, but it is only required that the province, city or municipality has either control or supervision over said street or road. The City Charter clearly indicates that the city has supervision and control over the sidewalk where the open drainage hole is located as the said charter provides that the laying out, construction and improvement of streets, avenues and alleys and sidewalks, and regulation of their use, may be legislated by the Municipal Board. Palafox vs. Province of Ilocos Norte (1958) Facts: The heirs of Palafox filed an action for damages against the Province of Ilocos Norte when Palafox died after he was hit by a truck being driven by a driver of the provincial government while the latter was working in the highway construction. Doctrine: The Province of Ilocos Norte is not liable for damages as the corporate liability of municipal corporations only applies where the government is engaged in proprietary or business functions. To attach liability to the state for the negligence of its officer or employee, the latter must be acting as a special agent. In the case at bar, the Province of Ilocos Norte, through the driver of the truck, was engaged in a governmental function and as such, cannot be sued for damages. 157 Municipality of San Juan, Metro Manila v. CA (2005) Facts: Chan filed an action for damages against the Municipality of San Juan after she suffered injuries when the tire of her car fell into a manhole left open due to the excavations at the corner of two roads in San Juan. Doctrine: The Municipality of San Juan is liable for damages, for it is not necessary for the liability under Art. 2189 to attach that the defective roads or streets belong to the province, city or municipality from which responsibility is exacted. It is only required that the province, city or municipality have either control or supervision over said street or road. Although it was the Department of Public Works and Highways that issued the permit to undertake the excavation, the Municipality of San Juan is still liable as it is mandated to exercise supervision and control over the place in question, as the sangguniang bayan of municipalities are mandated by the Local Government Code to regulate “the drilling and excavation of the ground for the laying of gas, water, sewer, and other pipes, the building and repair of…sewers, drains,” and it must also “adopt measures to ensure public safety against open canals, manholes…and similar hazards to life and property, and provide just compensation or relief for persons suffering from them.” Municipality of Tiwi and Sangguniang Bayan of Tiwi v. Betito (2010) Facts: The Sangguniang Bayan of Tiwi (a municipality of Albay) authorized Mayor Corral, through a resolution, to hire a lawyer to represent Tiwi in the recovery of their rightful share in realty taxes to be paid by the National Power Corporation to the province of Albay. Thus, Mayor Corral entered into a Contract of Legal services with Atty. Betito and Atty. Lawenko. Doctrine: The Court held that the Municipality of Tiwi is bound by the Contract of Legal Services entered into by Mayor Corral as the prior authorization of the Sangguniang Bayan of Tiwi (required under Sec. 44 of the Local Government Code for the Mayor to be able to contract on behalf of the municipality) was granted by the said Sanggunian. The Sangguniang Bayan’s ratification of the contract, however, is not necessary for the contract to bind Tiwi. Fajardo v. Hon. Alfredo Lim (2006) Facts: Fajardo filed an action for damages against Mayor Lim and City Administrator Marzan for not releasing the checks for the purchase of Fajardo’s lots. Doctrine: The Local Government Code requires the City Administrator to countersign the check payment. As such, the judgment granting mandamus was directed to whoever was holding the Office of City Administrator to release the checks. Mayor Lim was absolved of any civil liability and no damages were awarded to Fajardo. 158 8. Settlement of boundary disputes Calanza v. PICOP (2009) Facts: The Paper Industries Corporation of the Philippines (PICOP) claims that the land it occupies – for which Calanza secured a mining permit from Davao Oriental – is situated in Surigao del Sur and not in Davao Oriental. When Calanza filed a case in the Regional Trial Court (RTC), PICOP averred that the RTC had no jurisdiction over the dispute since the area is between two municipalities of two different provinces. Doctrine: The RTC has no original jurisdiction over the dispute, as Sec. 118 of the Local Government Code (LGC) provides that boundary disputes involving municipalities or component cities of different provinces shall be jointly referred for settlement to the Sanggunians of the provinces concerned. While Sec. 119 of the LGC gives a dissatisfied party an avenue to question the decision of the Sanggunian to the RTC having jurisdiction over the area, the RTC cannot exercise appellate jurisdiction over the case since there was no petition that was filed and decided by the Sangguniang Panlalawigans of Davao Oriental and Surigao del Sur. City of Pasig v. COMELEC and Municipality of Cainta (1999) Facts: The City of Pasig wanted to create two barangays which Cainta claims are the subjects of a territorial dispute in a pending case before the Regional Trial Court of Antipolo. Cainta wanted to suspend or cancel the plebiscites for the creation of these two barangays. Doctrine: The plebiscites must be suspended as the boundary dispute between Pasig and Cainta must first be decided before plebiscites may be held, and the boundaries must be clear for they define the limits of the territorial jurisdiction of a local government unit. Kananga v. Madrona (2003) Facts: Kananga moved to dismiss the case involving a dispute between the Municipality of Kananga and Ormoc City, filed in the Regional Trial Court (RTC) of Ormoc, for lack of jurisdiction. Doctrine: Sec. 118 of the Local Government Code, requiring that boundary disputes involving municipalities or component cities of different provinces be jointly referred for settlement to the sanggunians of the provinces concerned, has no application in this case since one party is an independent component city. Since there is no legal provision specifically governing jurisdiction over boundary disputes between a municipality and an independent component city, the general rules governing jurisdiction should then be used and as the RTCs have general jurisdiction to adjudicate all controversies except those expressly withheld from their plenary powers, the RTCs have the power to hear and resolve the dispute in the case at bar. 159 9. Succession of elective officials Unda v. COMELEC (1990) Facts: Unda, the elected Vice Mayor, assumed the position of the deceased Mayor Guiling and was made to succeed Guiling as protestee in an election protest filed by Rangiris. Doctrine: Unda can substitute Guiling as protestee in the election protest filed by Rangiris place. The Local Government Code states that the Vice Mayor stands next in line of succession to the Mayor in case of a permanent vacancy in the latter’s position; as such, in this case, Unda as incumbent Vice Mayor succeeded by operation of law to the vacated office of Mayor and is entitled to occupy the same for the unexpired term of the deceased Mayor. As the successor, he is the one directly concerned in the fair and regular conduct of the election, which makes him the real party in interest in the election protest filed by Rangiris and in which he must be substituted as the protestee. Macalincag v. Chang (1992) Facts: The acting Secretary of Finance issued an Order of Preventive Suspension against Makati Municipal Treasurer Chang. Chang contends that a government officer is not suspended until someone has assumed the post and the officer subject of the suspension order has ceased performing his official function. Doctrine: Preventive suspension under Sec. 41 of the Presidential Decree 807 (Civil Service Law) does not provide for the requirement of designating a replacement for the preventive suspension to be effected. Furthermore, Sec. 156 of Batas Pambansa 337 provides that in case of suspension of the municipal treasurer, the assistant municipal treasurer or the treasury official next in rank shall automatically assume the position. As such, Chang’s preventive suspension became effective upon his receipt of the order of preventive suspension, making the designation of the officer-in-charge to replace Chang immaterial to the effectivity of his suspension. Sandoval v. COMELEC (1993) Facts: Socrates, elected Mayor of Puerto Princesa, argued that the recall resolution, which allowed Hagedorn to run in the recall election despite the constitutional and statutory prohibitions against a fourth consecutive term for elective local officials, was improper due to the absence of notice to the Preparatory Recall Assembly members. Doctrine: The recall assembly was proper. Hagedorn is not disqualified from running in the recall election as any subsequent election, like a recall election, is no longer covered by the prohibition on serving for more than 3 consecutive terms contained in Sec. 43 of the Local Government Code. Any subsequent election like a recall election is no longer an immediate re-election after three consecutive terms and the intervening period constitutes an involuntary interruption in the continuity of service. 160 Montebon v. COMELEC (2008) Facts: After a Petition for Disqualification was filed against Potencioso on the ground that he has already served three terms as municipal councilor, Potencioso argued that he is qualified to run anew because his second term was interrupted when he succeeded as Vice Mayor of Tuburan due to the retirement of Vice Mayor Mendoza. Doctrine: Sec. 43 of the Local Government Code provides that an elective local official cannot serve for more than three consecutive terms, and that voluntary renunciation of office for any length of time does not interrupt the continuity of service. For an official to be disqualified from running because of the three-term limit, the official must have been elected for three consecutive terms in the same local government post, and he must have fully served three consecutive terms. In this case, there was an interruption in Potencioso’s second term as municipal councilor as he succeeded the retired Vice Mayor Mendoza. Such succession in local government offices is by operation of law and does not constitute voluntary renunciation of office. Thus, since the succession did not amount to a voluntary renunciation of office (which does not interrupt the continuity of service), Potencioso could not be said to have fully served his second term and as such, he is entitled to run for another term as municipal councilor. Mendoza v. Familara and COMELEC (2011) Facts: After a Petition for Disqualification was filed against Mendoza on the ground that he had already served three consecutive terms, Mendoza argued that the three-term limit on barangay elective officials in Republic Act 9164 (An Act Providing for Synchronized Barangay and Sangguniang Kabataan Elections) was passed by Congress only in 2002 and should thus not cover the elections reckoned from 1994, thus rendering him qualified to run for a new term as Barangay Captain. Doctrine: Mendoza is disqualified from running as the three-term limit on barangay elective officials has been embodied by the Barangay Law (enacted in 1988) even before the 1994 elections and was adopted by the Local Government Code. The term limitation applies to all local elective officials without any exclusion or qualification. Mendoza et al. v. Laxina (2003) Facts: Laxina took his oath of office and assumed office as Barangay Chairman. Fermo, a rival candidate, filed an election protest and was declared by the Metropolitan Trial Court (MTC) as the winner, and it thereafter granted Fermo’s motion for execution pending appeal, causing Laxina to vacate the position and relinquish it to Fermo. Subsequently, COMELEC annulled the MTC’s order granting execution of the decision pending appeal and ordered Fermo to vacate the office of Barangay Chairman. He thereafter retook his oath of office. Mendoza and other barangay councilors filed a case against Laxina for making it appear in the payroll that he and his appointees rendered services before renewing his oath of office and reassuming his office. Doctrine: The re-taking of an oath of office by a duly-proclaimed but subsequently unseated local elective official is not a condition sine qua non to the validity of his re-assumption into his office. Once Laxina was proclaimed and duly sworn into office the first time, he became entitled to assume office and exercise its functions. The pendency of an election protest is not sufficient basis to stop him from assuming office or discharging his functions. When the COMELEC nullified the writ of execution pending 161 appeal issued by the MTC in favor of Fermo, the MTC’s decision proclaiming Fermo as winner of the election was stayed and the status quo – or when Laxina was occupying the office of Barangay Captain – was restored. As such, the re-taking of his oath was a mere formality, because through the stay of the MTC’s decision, it was as if the writ of execution was not issued and he was not ousted from office. Mayor Abundo v. COMELEC (2013) Facts: After a Petition for Disqualification was filed against Abundo on the ground of the three-term limit, Abundo argued that his second term is not to be counted in the three-term limit. In that election, he was declared as the duly elected official upon an election protest only after two years from the year of the election and as such, the said period during which he served should not be considered as full service of that particular term. Doctrine: Abundo is not disqualified from running for another term. For an official to be disqualified, the official concerned must have been elected for three consecutive terms in the same local government post and should have fully served three consecutive terms. In this case, his opponent Torres served as Mayor for two years of his second term before he (Abundo) was declared the rightful winner in the mayoralty contest. This period should be considered an interruption, which removed Abundo’s case from the ambit of the three-term limit. 10. Discipline of local officials a) Elective officials (i) Grounds Sison v. People (2010) Facts: During a post-audit investigation, it was found out that Mayor Sison did not conduct public bidding during his term. Thus, 7 counts of violations of Sec. 3(e) of Republic Act 3019 (Anti-Graft and Corrupt Practices Act) were filed against him in the Sandiganbayan. Doctrine: Mayor Sison is guilty of violations of Sec. 3(e) of Republic Act 3019 because he did not conduct any public bidding and did not fulfil the requirements of a personal canvass. There was no showing that that the award was decided by the Committee on Awards. Sison's signing in a dual capacity - as chairman and member (representing the head of office for whose use the supplies were being procured) is prohibited. Amora, Jr. v. COMELEC (2011) Facts: A Petition for Disqualification was filed against Amora, a candidate for Mayor of Candijay, Bohol, on the ground that his Certificate of Candidacy (COC) was defectively notarized, as the COC was not properly sworn to in accordance with the Omnibus Election Code as Amora only presented his Community Tax Certificate to the notary public instead of presenting competent evidence of his identity. 162 Doctrine: Amora should not be disqualified as Sec. 40 of the Local Government Code does not specify that a defective notarization is a ground for the disqualification of a candidate. Furthermore, since Amora and the Notary Public knew each other, there was no need for competent evidence of identity, and the notary public only needs to indicate that he/she personally knows the candidate. Valles v. COMELEC (2000) Facts: A Petition for Disqualification was filed against Lopez, a candidate for Governor of Davao Oriental, on the ground that she was an Australian citizen. Doctrine: Lopez is not disqualified. Sec. 40(d) of the Local Government Code uses the term ‘dual citizenship’ as a disqualification, meaning dual allegiance. For candidates like Lopez with dual citizenship, it is enough that they elect Philippine citizenship upon the filing of their certificate of candidacy to terminate their status as persons with dual citizenship. As such, if in the certificate of candidacy, one declares that he/she is a Filipino citizen and that he/she will support and defend the Constitution of the Philippines and will maintain true faith and allegiance thereto, such a declaration, under oath, operates as an effective renunciation of foreign citizenship. In this case, Lopez should not be disqualified as the Philippine law on citizenship adheres to the principle of jus sanguinis. Thereunder, a child follows the nationality or citizenship of the parents regardless of the place of his/her birth. Lopez, is a Filipino citizen, having been born to a Filipino father. Also, the fact that Lopez was born in Australia did not amount to her losing her Philippine citizenship. Furthermore, the fact that Lopez was a holder of an Australian passport and had an alien certificate of registration did not mean that she was renouncing her Filipino citizenship since a renunciation must be express to result in the loss of citizenship. Moreno v. COMELEC (2006) Facts: A Petition for Disqualification was filed against Moreno, a candidate for Punong Barangay, on the ground that he was convicted by final judgment of the crime of Arbitrary Detention. Moreno argued that he was already granted probation thus he is not disqualifed to run as the disqualification under the Local Government Code (LGC) only applies only to those who served their sentence. Doctrine: Moreno should not be disqualified as Sec. 40(a) of the LGC provides that those who have been sentenced by final judgment for an offense punishable by imprisonment of one year or more, within two years after serving sentence, are disqualified from running for any elective local position. This provision, however, does not specifically disqualify probationers from running for a local elective office. Rodriguez v. COMELEC (1996) Facts: A Petition for Disqualification was filed against Rodriguez, a candidate for Governor of Quezon Province, on the ground that he was a ‘fugitive from justice’ because he left the United States where a charge has been filed against him before the Los Angeles Municipal Court. Under Sec. 40(e) of the Local Government Code, 'fugitives from justice' are disqualified from running for any elective local position. Doctrine: Rodriguez should be not be disqualified and his proclamation as the winner of the gubernatorial elections should not be nullified as he is not a fugitive from justice. A fugitive from justice 163 includes not only those who flee after conviction to avoid punishment, but likewise those who, after being charged, flee to avoid persecution. Rodriguez is not a fugitive from justice as his arrival in the Philippines from the United States preceded the filing of the felony complaint in the Los Angeles Court and of the issuance of the arrest warrant by the same court by almost five months. There was thus no intent to evade (which is compelling factor which causes one’s flight from a particular jurisdiction) since there can only be such when there is knowledge by the fleeing subject of an already instituted indictment or of a promulgated judgment of conviction. Mercado v. Manzano (1999) Facts: A Petition for Disqualification was filed against Manzano, a candidate for Vice Mayor of Makati City, on the ground that he is an American citizen based on the record of the Bureau of Immigration, and that he misrepresented himself as a natural-born Filipino citizen. Doctrine: Manzano should not be disqualified because the “dual citizenship” meant in Sec. 40 (d) of the Local Government Code as a ground for disqualification, refers to “dual allegiance”. Dual citizenship arises when, as a result of the concurrent application of the different laws of two or more states, a person is simultaneously considered a national by the said states, while dual allegiance, refers to the situation in which a person simultaneously owes, by some positive act, loyalty to two or more states. For candidates with dual citizenship, it is enough that they elect Philippine citizenship upon the filing of their certificate of candidacy, to terminate their status as persons with dual citizenship. Manzano‘s oath of allegiance to the Philippines, when considered with the fact that he has spent his youth and adulthood, received his education, practiced his profession as an artist, and taken part in past elections in this country, shows his election of Philippine citizenship. Abella v. COMELEC (1991) Facts: A Petition for Disqualification was filed against Abella, a candidate for Governor of Leyte, on the ground of alleged false statements in her certificate of candidacy regarding her residence— she stipulated that she was a resident of the Municipality of Kananga when in truth she was a resident of Ormoc City, a component city of the Province of Leyte whose charter prohibits her from voting for any provincial elective officials and likewise running for such positions. Doctrine: Abella should be disqualified as Sec. 42(1) of the Local Government Code provides that those who are not qualified voters registered as such in the barangay, municipality, city or province where the person proposes to be elected are disqualified from running. It was proven that Abella left her residence in Kananga in 1975 to move to Ormoc City with her husband, and there was no proof that she cancelled her voter’s registration in Ormoc City and transferred registration in Kananga. Frivaldo v. COMELEC (1996) Facts: A Petition for Disqualification was filed against Frivaldo, the newly elected Governor of Sorsogon, on the ground that he was only repatriated as a citizen of the Philippines on the day of his oath-taking. Doctrine: Frivaldo should be disqualified. The Omnibus Election Code says that the perfection of qualifications must have been on the day of the elections and not upon taking his oath of office. 164 Labo, Jr. v. COMELEC (1992) Facts: A Petition for Disqualification was filed against Labo Jr., a candidate for Baguio City Mayor, on the ground that he made a false representation when he stated therein that he is a "natural-born" citizen of the Philippines. Doctrine: Labo should be disqualified as he failed to prove that he has reacquired his Philippine citizenship by a direct act of Congress, by naturalization, or by repatriation. Philippine citizenship is an indispensable requirement for holding an elective office, and even if he was elected by the majority of the electorate is of no moment because the qualifications prescribed for elective office cannot be erased by the electorate alone, for if a person seeks to serve in the Republic of the Philippines, he must owe his total loyalty to this country only, abjuring and renouncing all fealty and fidelity to any other state. The candidate who got the second highest vote may not be proclaimed as governor when the candidate for such position was disqualified unless the electorate, fully aware in fact and in law of a candidate's disqualification so as to bring such awareness within the realm of notoriety, would nonetheless cast their votes in favor of the ineligible candidate. Jalosjos v. COMELEC and Cardino (2012) Facts: A Petition for Cancellation of his Certificate of Candidacy (COC) was filed against Jalosjos, a candidate for Mayor of Dapitan City, on the ground that he made a false material representation in his COC when he declared under oath that he was eligible for the Office of Mayor— Jalosjos was convicted by final judgment for robbery and sentenced to prision mayor. Doctrine: Jalosjos made misrepresentations in his COC, and therefore the same was null and void. Section 40 of the Local Government Code provides that those who have received a sentence of prisión mayor by final judgment are disqualified from running for any elective local position, for the penalty of prisión mayor automatically carries with it, by operation of law, the accessory penalties of temporary absolute disqualification (which deprives one of the right to vote and being elected into office during the meting of the penalty) and perpetual special disqualification which, upon the finality of the judgment, will automatically render him ineligible to run for any elective public office perpetually. Mayor Talaga v. COMELEC and Alcala (2012) Facts: A Petition for Cancellation of his Certificate of Candidacy (COC) was filed against Talaga, a candidate for Mayor of Lucena City, on the ground that he made a false material representation in his COC when he declared under oath that he was eligible to run for the Office of Mayor despite knowing that he had been elected and had served three consecutive terms as Mayor of Lucena City. Talaga argued that the Sangguniang Bayan preventively suspended him from office during his second and third terms, so the three-limit rule did not apply to him. Doctrine: Talaga deliberately made misrepresentations in his COC, therefore the same was null and void. The false representation here must be a deliberate attempt to mislead, misinform, or hide a fact that would otherwise render a candidate ineligible. To prevent a candidate from running in an electoral race, one may resort to either a petition for disqualification under Sec. 40 of the Local Government Code (the 165 effect of which will be the prohibition of the person from continuing as a candidate) or to a petition to deny due course to, or cancel, a certificate of candidacy grounded on a statement of a material representation in the said certificate that is false (the effect of which is the cancellation or denial of due course of the person’s certificate, with the said person not treated as a candidate at all – as if she never filed a COC). A person whose COC was cancelled does not give rise to a valid candidacy and therefore cannot be substituted by another person. Cayat v. COMELEC (2007) Facts: A Petition for Disqualification was filed against Cayat, a candidate for Mayor of Burguias Benguet, on the ground that he made a misrepresentation that he was eligible to run when in truth he had been convicted by final judgment of an offense involving moral turpitude, consequently disqualifying him from running. Doctrine: Cayat should be disqualified because Sec. 40(a)(1) of the Local Government COde provides that those who have received a sentence by final judgment for an offense involving moral turpitude for an offense punishable by one year or more of imprisonment within two years after serving sentence are disqualified from running for any elective local position. Moral turpitude had been defined as everything which is done contrary to justice, modesty, or good morals; an act of baseness, vileness or depravity in the private and social duties which a man owes his fellowmen, or to society in general, contrary to justice, honesty, modesty or good morals, and for which the crime of acts of lasciviousness clearly involves moral turpitude. Sec. 6 of Republic Act 6646 provides that a candidate disqualified by final judgment before an election cannot be voted for, and votes cast for him shall not be counted. Cayat was disqualified twentythree days before the elections; thus he was legally a non-existent candidate during the elections. The candidate with the second highest number of votes shall become the Mayor. Bautista v. COMELEC (2003) Facts: A Petition for Cancellation of his certificate of candidacy was filed against Bautista, a candidate for Punong Barangay Barangay Lumbangan, on the ground that he was not a registered voter in Lumbangan. Doctrine: Bautista is disqualified as Sec. 39(a) of the Local Government Code provides that an elective local official must not only be a “qualified elector” or a “qualified voter,” he must also be a “registered voter where he intends to be elected”. Bautista admitted in his affidavit that he was not a registered voter of Barangay Lumbangan, and his name was stricken off the voter's list and once made aware of such fact, he never did anything to register anew. As Bautista was only disqualified after the elections, the highest ranking Sangguniang Barangay member, or in the case of his permanent disability, the second highest ranking Sangguniang member, shall become the Punong Barangay. 166 Bernardo, et al. v. Abalos, et al. (2004) Facts: The charge against Abalos Jr., who ran for Mayor of Mandaluyong City, of vote-buying was dismissed by the Commission on Elections due to insufficiency of evidence. Doctrine: The complainant failed to establish that they violated the Omnibus Election Act referring to electioneering because all the acts were committed even before the start of the campaign period. As such, Abalos, Jr. is innocent. Maquiling v. COMELEC (2013) Facts: There were three Mayoralty candidates in Lanao del Norte – Balua, Arnado and Maquiling. Balua filed a Petition for Disqualification with the Commission on Elections (COMELEC) against Arnado, a dual citizen who applied for repatriation, took his Oath of Allegiance to the Republic of the Philippines in an Affidavit of Renunciation, but despite his oath, still continuously used his U.S. Passport even after filing his Certificate of Candidacy (COC). Arnado subsequently won in the elections, but the COMELEC First Division disqualified him but the COMELEC en banc ruled in his favor and upheld his repatriation. Doctrine: The Court held that Arnado is disqualified from running because while he satisfied the two requirements needed to qualify to run for a public office under Republic Act 9255 (i.e., taking the Oath of Allegiance and renouncing his foreign citizenship), his use of a foreign passport after renouncing his foreign citizenship is a positive and voluntary act of representation as to one’s nationality and citizenship. By representing himself as an American citizen, Arnado voluntarily and effectively reverted to his earlier status as a dual citizen who is, under Sec. 40 of the Local Government Code, disqualified from running for any local elective position. As Arnaldo is barred from even being a candidate, his COC is rendered void from the beginning and the votes cast in his favor should not have even been counted. Maquiling is thus the qualified candidate who obtained the highest number of votes, making him the winner of the elections. The rule of succession under the Local Government Code will thus not apply. (ii) Jurisdiction Ombudsman v. Rodriguez (2010) Facts: Punong Barangay Rodriguez argued that the Sangguniang Bayan and not the Ombudsman should exercise jurisdiction over the complaint filed against him for abuse of authority, dishonesty, oppression, misconduct in office, and neglect of duty. Doctrine: Although Sec. 61 of the Local Government Code provides that the Sangguniang Bayan has disciplinary authority over any elective barangay official, the Ombudsman has concurrent jurisdiction with the Sangguniang Bayan over administrative cases against elective barangay officials occupying positions below salary grade 27, such as the position of Punong Barangay Rodriguez. Even if they filed in the Ombudsman and the Sangguniang Bayan identical complaints against Rodriguez, they did not violate the rule against forum shopping because their complaint was in the nature of an administrative case. In administrative cases involving the concurrent jurisdiction of two or more disciplining authorities, the body in which the complaint is filed first, and which first opts to take cognizance of the case, acquires jurisdiction to the exclusion of other tribunals exercising concurrent jurisdiction. In this case, since the 167 complaint was filed first with the Ombudsman, and the Ombudsman opted to assume jurisdiction over the complaint, the Ombudsman’s exercise of jurisdiction is to the exclusion of the Sangguniang Bayan exercising concurrent jurisdiction. Laxina, Sr. v. Ombudsman (2005) Facts: A complaint for grave misconduct was filed against Barangay Chairman Laxina, for an alleged attempted rape. The Department of Interior and Local Government (DILG) referred the complaint to the Quezon City Council, while a similar complaint was filed with the Ombudsman. Laxina argued that the respondents (the Ombudsman, the DILG Secretary and the City Mayor of Quezon City) should have dismissed the cases against him on the ground of forum-shopping. Doctrine: Firstly, the rule on forum-shopping applies only to judicial cases or proceedings and not to administrative cases. Secondly, the Ombudsman and the Quezon City Council have concurrent jurisdiction over administrative cases against elective officials like Laxina. Thirdly, Laxina is estopped from questioning the jurisdiction of the Ombudsman as the records show that Laxina participated in the proceedings by filing his counter-affidavit with supporting evidence. He also did not inform the Ombudsman of the existence of the other administrative complaint of which he is presumably aware at the time the proceedings in the Ombudsman were ongoing. Participation in the administrative proceedings without raising any objection thereto bars the parties from raising any jurisdictional infirmity after an adverse decision is rendered against them. Espiritu v. Melgar (1992) Facts: A preventive suspension was imposed by the Provincial Governor on Mayor Melgar of Naujan, Oriental Mindoro after a complaint for grave misconduct for alleged assault and use of physical violence was filed against him in the Department of Interior and Local Government (DILG), and a similar complaint filed with the Sangguniang Panlalawigan of Oriental Mindoro. Doctrine: The Court held that, per Sec. 63 of the Local Government Code, the Provincial Governor has the authority to suspend Melgar. The Provincial Governor of Oriental Mindoro is authorized by law to preventively suspend Melgar at any time after the issues had been joined and any of the following grounds enumerated in Sec. 63 of the LGC were shown to exist— 1) when there is reasonable ground to believe that the respondent has committed the act or acts complained of, 2) when the evidence of culpability is strong, 3) When the gravity of the offense so warrants, or 4) when the continuance in office of the respondent could influence the witnesses or pose a threat to the safety and integrity of the records and other evidence. (iii) Preventive suspension Bunye v. Escareal (1993) Facts: The Sandiganbayan placed Mayor Bunye et al. under suspension for violation of Republic Act (RA) 3019 (Anti-Graft and Corrupt Practices Act). Bunye, et al. argued that the suspension for violation of RA 3019 partakes of a penalty even before a judgment of conviction is reached, and is thus violative of her constitutional right to be presumed innocent. 168 Doctrine: The suspension is mandatory under RA 3019. Section 13 of RA 3019 provides that the suspension of a public officer upon the filing of a valid information is mandatory. Preventive suspension is not violative of the Constitution as it is not a penalty. Ganzon v. CA (1991) Facts: Mayor Ganzon, who was given a 60-day preventive suspension and three more suspension orders due to the finding of probable cause in the ten administrative complaints that he faced, claims that the President and his agents (in this case, the Department of Interior and Local Government) no longer have the power to suspend a local official because the phrase “as may be provided by law” (in relation to the exercise by the President of the power of suspension and/or removal over local officials) has been removed in the 1987 Constitution. Doctrine: The deletion of the phrase ‘as may be provided by law’ did not divest the President of the power to investigate, discipline, or remove local officials as the President can still suspend a local official but, such must be consistent with law. Thus, Congress maintains its control over municipal corporations, although it may delegate such power to the President. However, only one suspension order should have been imposed in this case as ten suspension orders would prevent the mayor from performing his functions. The suspension is not meant to serve as a penalty but merely to prevent the accused from influencing the course of the investigation. Mondano v. Silvosa (1955) Facts: Mayor Mondano, accused of rape and concubinage, questions his suspension from office by the Provincial Governor as indorsed by the Assistant Executive Secretary pursuant to a complaint filed before the Presidential Complaints and Action Committee. Doctrine: The investigation and suspension were illegal because, although provincial supervision over municipal officials belongs to the Provincial Governor and he may submit written charges before the Provincial Board and suspend the official, the charges in this case are not malfeasances contemplated under Sec. 2188 of the Revised Administrative Code. The charges may be considered as involving moral turpitude, but before the Provincial Board/Governor may formally charge and suspend the petitioner, there must first be a conviction which was lacking in this case. Hebron v. Reyes (1958) Facts: Mayor Hebron, charged with oppression, grave abuse of authority and serious misconduct, was suspended indefinitely by the Office of the President while the case was under investigation. Doctrine: The suspension was illegal because the President has no original power to suspend a local official. The Executive must observe the mandatory procedure for disciplinary actions over municipal officials to be exercised by the Provincial Board provided in Secs. 2188 to 2191 of the Revised Administrative Code and the National Government may conduct an investigation only as a means to ascertain whether or not the Provincial board should take action. 169 Miranda v. Sandiganbayan (2005) Facts: Mayor Mirando, who was placed under preventive suspension by the Ombudsman for 6 months for violating Republic Act 6713 (Code of Conduct and Ethical Standards for Public Officials and Employees), argued that based on Section 63(b) of the Local Governmen Code (LGC), local elective officials could not be preventively suspended for a period beyond 60 days. Doctrine: The Ombudsman may suspend a local elective official for not more than 90 days. Administrative complaints commenced under the Ombudsman Law are distinct from those initiated under the Local Government Code, as Section 63 of the LGC does not govern preventive suspensions imposed by the Ombudsman, which is a constitutionally created office and independent from the Executive branch of government; the Ombudsman’s power of preventive suspension is governed by Republic Act No. 6770. Bolastig v. Sandiganbayan (1994) Facts: Governor Bolastig, who was placed under preventive suspension for 90 days by the Sandiganbayan for violating Republic Act 3019 (Anti-Graft and Corrupt Practices Act), argued that there can only be preventive suspension when it is shown that the suspension order prevents the accused from using his office to influence potential witnesses or tamper with records which may be vital in the prosecution of the case against him Doctrine: Sec. 13 of Republic Act 3019 provides that it is mandatory for the Sandiganbayan to suspend any public officer against whom a valid information charging violation of that law. The duration of preventive suspension will vary to the extent that it is contingent on the time it takes the court to decide the case but not on account of any discretion lodged in the court, taking into account the probability that the accused may use his office to hamper his prosecution. (iv) Removal SB of Barangay Don Mariano Marcos v. Punong Barangay Severino Martinez (2008) Facts: The Sangguniang Bayan penalized Barangay Captain Martinez by removing him from office because of an administrative charge of Dishonesty, Misconduct in Office and Violation of the Anti-Graft and Corrupt Practices Act filed against the Barangay Captain. Doctrine: The Sangguniang Bayan can not remove Martinez from office. Sec. 60 of the Local Government Code provides that the power to remove elective local officials from office is lodged with the courts. (v) Administrative appeal Catu v. Rellosa (2008) Facts: Rellosa, the Punong Barangay, represented one of the parties involved in a complaint against the tenants of the building owned by the Catus after the conciliation meeting that Rellosa arranged failed. 170 Doctrine: Rellosa may appear as counsel of two of the parties subject to authorization from the Department of Interior and Local Government. Although Section 90 of Republic Act 7160 (The Local Government Code) provides that local officials, governors, city mayors and municipal mayors are prohibited from practicing their profession or engaging in any occupation other than the exercise of their functions as local chief executives, punong barangays are not mentioned in this prohibition in the Local Government Code. Therefore, Rellosa as Punong Barangay was not forbidden to practice his profession. However, he violated the Revised Civil Service Rules, particularly Sec. 12 which prohibits officers or employees from directly engaging in any private business, vocation or profession without written permission from the head of the department. As punong barangay, Rellosa should have obtained prior written permission from the Secretary of Interior and Local Government before entering his appearance as counsel of two of the parties. Republic v. Rambuyong (2010) Facts: Atty. Richard Rambuyong, then incumbent Vice Mayor of Ipil, appeared as counsel of Chua in a case filed for collection of a sum of money/damages against the National Power Corporation (NPC). Doctrine: Rambuyong may not appear as counsel of Chua. Section 2(10) of the Local Government Code (LGC) provides that NPC is a government instrumentality, and Sec. 90(b)(1) of the LGC provides that sanggunian members are prohibited to appear as counsel before any court wherein any office, agency or instrumentality of the government is the adverse party and being a government owned and controlled corporation (GOCC), NPC falls is within the term ‘instrumentality’. People v. Sandiganbayan (2008) Facts: Mayor Villapando was charged with violation of Art. 244 of the Revised Penal Code (which provides that any public officer who shall knowingly nominate or appoint to any public office any person lacking the legal qualifications shall be penalized) when he hired Tiape as Municipal Administrative and Development Planning Consultant in the Office of the Municipal Mayor, when it has not yet been more than a year since Tiape lost the elections. Doctrine: Tiape is ineligible to assume the position as Sec. 6, Art. IX of the 1987 Constitution and Sec. 94(b) of the Local Government Code of 1991 prohibits losing candidates within one year after such election to be appointed to any office in the government or any government-owned or controlled corporation or in any of their subsidiaries. A losing candidate has to wait one year before assuming any appointed position. Sales v. Carreon, Jr. (2007) Facts: The newly elected Mayor Carreon, Jr. revoked all 83 appointments made by then Dapitan City Mayor Ruiz, in compliance with the Civil Service Commission (CSC) Memorandum Circular imposing a ban on issuing appointments in the civil service during the election period, arguing that the questioned appointments were not only "issued in bulk" but that there was no urgent need to fill those positions. Doctrine: All 83 appointments are void. The CSC is required to publish the list of vacant positions and 171 such publication shall be posted by the chief personnel or administrative officer of all local government units in the designated places. The vacant positions may only be filled by the appointing authority after they have been reported to the CSC as vacant, and only after publication. In this case, the publication of vacancies was made even before the positions involved actually became vacant. Quirog v. Aumentado (2008) Facts: Bohol Provincial Governor Relampagos’ appointment of Quirog as Provincial Government Department Head of the Office of the Provincial Agriculture was opposed on the ground that Quirog was part of the bulk of midnight appointments made by Governor Relampagos before the end of this term. Doctrine: Quirog’s appointment was valid. The appointment of Quirog cannot be categorized as a midnight appointment as Quirog had been discharging and performing the duties concomitant with the subject position for a year prior to her permanent appointment thereto. Nazareo v. City of Dumaguete (2009) Facts: The newly elected Dumaguete City Mayor Perdices announced that he would not honor the appointments made by former Mayor Remollo, who promoted 15 and regularized another 74 city hall employees. Doctrine: The Supreme Court held that all the promotions and regularizations were void. Although not all 'mass appointments' are prohibited by the Civil Service Commission, it must be shown that the appointments have undergone the regular screening process, that the appointee is qualified, that there is a need to fill up the vacancy immediately, and that the appointments are not in bulk. The validity of an appointment issued immediately before and after elections by an outgoing local chief executive is to be determined on the basis of the nature, character, and merit of the individual appointment and the particular circumstances surrounding the same. In this case, there was no evidence to show any deliberation on the qualifications of the appointed city hall employees, nor any indication of an urgent need for the issuance of such appointments. Montuerto v. Ty (2008) Facts: The Sangguniang Bayan requested the Civil Service Commission to revoke the appointment of Montuerto as Budget Officer as it was not with the concurrence of the Sangguniang Bayan. Doctrine: Montuerto’s appointment was invalid. Sec. 443(a) and (d) of the Local Government Code provides that the head of a department or office in the municipal government, such as the Municipal Budget Officer, shall be appointed by the mayor with the concurrence of the majority of all Sangguniang Bayan members subject to civil service law, rules and regulations. 172 Mayor Tolentino v. COMELEC (2010) Facts: Election protests were filed against the proclamation of Tolentino and de Castro as duly elected Mayor and Vice-Mayor, respectively. In light of the issuances of the Commission on Elections ordering the revision of forty-four ballot boxes without first resolving whether sixteen of the said forty-four ballot boxes, which were segregated or set aside, should be included in the revision, and without resolving how the revision (examination of ballots which results from a general averment of fraud or irregularities in the counting of votes) proceedings would be conducted, Tolentino and de Castro argued that they were denied their right to due process. Doctrine: Tolentino and de Castro were not denied their right to due process, as the requirements for procedural due process enumerated in Air Manila Inc v. Balatbat— 1) the right to notice, be it actual or constructive, of the institution of the proceedings that may affect a person’s legal right, 2) the right to a reasonable opportunity to appear and defend his rights and to introduce witnesses and relevant evidence in his favor, 3) the right to a tribunal so constituted as to give him reasonable assurance of honesty and impartiality, and one of competent jurisdiction, and 4) the right to a finding or decision of that tribunal supported by substantial evidence presented at the hearing or at least ascertained in the records or disclosed to the parties, were satisfied when the parties were afforded fair and reasonable opportunity to explain their side of the controversy at hand. The COMELEC had required Tolentino to provide the names of his revisors (who will raise objections, claim the votes for him, or contest votes in favor of his opponent) and he has not alleged being deprived of this opportunity. The opportunity during the revision stage to raise all objections, present his evidence and witnesses and file his memorandum before the case would be submitted for resolution, fully meet the demands of due process. Acuzar v. Jarolan and Hon. Apresa (2010) Facts: Acuzar, who was dismissed from the Philippine National Police for an administrative case for having an illicit relationship with a minor argued that he was denied due process because the People’s Law Enforcement Board (PLEB)’s decision was reached allegedly without giving him an opportunity to be heard. Doctrine: Acuzar was not denied due process in an administrative context, as due process does not require trial-type proceedings similar to those in courts of justice. In administrative proceedings, procedural due process has been recognized to include: 1) the right to actual or constructive notice of the institution of proceedings which may affect a respondent’s legal rights, 2) a real opportunity to be heard personally or with the assistance of counsel, to present witnesses and evidence in one’s favor, and to defend one’s rights, 3) a tribunal vested with competent jurisdiction and so constituted as to afford a person charged administratively a reasonable guarantee of honesty as well as impartiality, and 4) a finding by said tribunal which is supported by substantial evidence submitted for consideration during the hearing or contained in the records or made known to the parties affected. Acuzar was notified of the complaint against him, he was able to submit his counter-affidavit and the affidavits of his witnesses, and he attended hearings with his counsel. (vi) Doctrine of condonation b) Appointive officials 173 De Villa et al. v. The City of Bacolod (1990) Facts: The City of Bacolod argues that the Integrated National Police (INP) Director General’s act of relieving Lt. Col. Plotena as Bacolod City INP Station Commander and assigning him to the Philippine Constabulary (PC) Provincial Headquarters in Bacolod City is invalid and illegal because Executive Orders (EO) 1027 and 1028 provided that there had to be prior recommendation of, or consultation with the local chief executive which is the City Mayor of Bacolod before any relief is done. Doctrine: EOs 1012 and 1027 did not remove administrative supervision and control (i.e., the power to alter or modify or nullify or set aside what a subordinate officer has done in the performance of his duties and to substitute the judgment of the former for that of the latter) over police units from the INP chief. The local executives have general supervision (i.e., the power to see to it that units or elements of the INP perform their duties properly according to existing laws and rules) and operational supervision (i.e., the same as general supervision, with the added power to deploy or employ such units or elements in coordination with the Provincial or District Police Superintendent, Station Commander or Officer-inCharge) over local police units, but no power of administrative supervision or control over them. As such, under existing laws, the power to relieve or reassign a city INP Station Commander is lodged with the INP Director General and consequently, the INP Director General’s act of relieving Lt. Col. Plotena as Bacolod INP Station Commander and assigning him to the PC Provincial Headquarters in Bacolod City is valid and legal. 11. Recall 12. Term limits Carpio v. Executive Secretary (1992) Facts: Carpio claims that there was a manifest derogation of the power of control of the National Police Commission (NAPOLCOM) over the Philippine National Police (PNP) when Republic Act 6975 vested the power to choose the PNP Provincial Director and the Chiefs of Police in the Governors and Mayors, respectively, the power of “operational supervision and control” over police units in city and municipal mayors, participation in appointments to the positions of Senior Superintendent to Deputy DirectorGeneral as well as the administration of qualifying entrance examinations in the Civil Service Commission, and disciplinary powers over PNP members in the People’s Law Enforcement Boards and city and municipal mayors. Doctrine: There is no usurpation of the power of control of the NAPOLCOM. Under Sec. 51 of Republic ACt 6975, full control remains with the National Police Commission, and under this provision, local executives are only acting as representatives of the NAPOLCOM; They will choose the officers concerned from a list of eligibles to be recommended by PNP officials. Ignacio v. Banate, Jr. (1987) Facts: Ignacio, then President of the Katipunang Panlungsod ng mga Barangay (KPB) and a member of the Sangguniang Panlungsod or City Council, argued that Banate, his appointed replacement in the KPB, is not qualified to replace him because Banate is not an officer, much less President of the Katipunan and has not been duly elected for any said positions. 174 Doctrine: Banate, Jr., not being a Barangay Captain and never having been elected president of the association of barangay councils, cannot be appointed a member of the Sangguniang Panlungsod as an unqualified person cannot be appointed a member even in an acting capacity. Sec 3, par. 1 of Batas Pambansa 51 provides that one has to be a barangay chairman and president of the barangacy councils to be qualified. Since the appointment of Ignacio’s successor (Banate) is invalid, Ignacio’s tenure could not be terminated on the basis of such appointment. Galarosa v. Valencia (1993) Facts: Lasay, the incumbent Barangay Captain of barangay Gimaloto of the municipality of Sorsogon, assails that Galarosa, the incumbent president of the Katipunang Bayan or Association of Barangay Councils (ABC) of the municipality of Sorsogon, and an appointed member of the Sanggunian Bayan of Sorsogon, should be replaced since the terms of office of the Sangguniang Bayan of Sorsogon has already ended. Doctrine: Galarosa's term as ex-officio member of Sangguniang Bayan ends with the end of the term of the latter. He can continue to serve as a member of the Sangguniang Bayan beyond 30 June 1992 (the date when the term of office of the Sangguniang Bayan of Sorsogon expired) but only through holding over authority as there is no law which prohibits them from holding over as members of the Sangguniang Bayan if there has yet to be a reelection of Barangay Captain. The hold-over authority of ABC presidents is also recognized. Thus, while his term of office has expired, Galarosa can stay on as member of the Sangguniang Bayan until the officers of the Liga are elected. e. NATIONAL ECONOMY AND PATRIMONY National Patrimony Regalian Doctrine La Bugal-B’Laan Tribal Association v. Ramos (2004) The La Bugal-B’laan Tribal Association challenged the issuance of mining permits and other measures allowing for the exploration, development of natural resources. The Court held that the mining permits should no longer be issued, applying the the Regalian Doctrine. The Regalian Doctrine, which declares all natural resources of the Philippines, including mineral lands and minerals, to be property belonging to the State, extends not only to land but also to "all natural wealth that may be found in the bowels of the earth." Spain, in particular, recognized the unique value of natural resources, viewing them, especially minerals, as an abundant source of revenue to finance its wars against other nations. 175 Nationalist and Citizenship Requirement Provisions EDU of Natural Resources Franchises, Authority, and Certificates of Public Utilities Acquisition Ownership and Transfer of Public and Private Lands Practice of Professions Organization and Regulation of Corporations, Private and Public Monopolies, Restraint of Trade and Unfair Competition National Economy and Patrimony Tanada v. Angara (1997) Senate Resolution No. 97, which ratified the World Trade Organization Agreement, was challenged, on the ground that it violates Article II, Section 19 and Article XII, Sections 10 and 12 of the 1987 Constitution (embodying the “Filipino First” policy). The SC upheld the WTO agreement. While the Constitution has a bias towards Filipino goods, services, labor, and enterprises, there is also a need for some degree of equality and reciprocity in the country’s business dealings with the rest of the world. The framers did not intend to adopt an isolationist policy. A “self-reliant and independent national economy” cannot be interpreted to mean a bar on foreign investments, goods, and services. It is not “economic seclusion”, nor is it “mendicancy in the international community.” What the Constitution shall do is protect Filipino enterprises against unfair foreign competition. Natural Resources La Bugal B’laan Tribal Ass’n v. Ramos (2004), supra. Issue: What is the proper interpretation of the phrase “agreements involving either technical or financial assistance” in Art. XII, Section 2(4) of the Constitution? Held: The exploration, development and utilization (EDU) of natural resources may be undertaken in the following ways: 1) the State by itself directly and solely, 2) by co-production, joint venture or production sharing agreements with Filipino citizens or corporations, 3) small-scale utilization allowed by law in favor of Filipino citizens, and, 5) large-scale EDU of minerals, petroleum and other mineral oils via agreements with foreign-owned corporations involving either technical or financial assistance according to the general terms and conditions provided by law. 176 The use of the word “involving” signifies the possibility of the inclusion of other forms of assistance or activities having to do with, otherwise related to or compatible with financial or technical assistance. Service contracts were not banned under the 1987 Constitution. Agrarian Reform Urban Land Reform and Housing Organization and Regulation of Private Corporations Operation of Public Utilities On Mass Media and Advertising Industry Practice of Professions State Operation of Private Enterprises Agan v. Piatco (2004) The consortium that eventually became PIATCO was awarded the NAIA III terminal project. As a consequence, it entered into a “Concession Agreement for the Build-Operate-and-Transfer Arrangement of the NAIA Passenger Terminal III” (1997 Concession Agreement). The Government granted PIATCO the franchise to operate and maintain the said terminal during the concession period and to collect the fees, rentals and other charges in accordance with the rates or schedules stipulated in the 1997 Concession Agreement. The Agreement provided that the concession period shall be for twenty-five (25) years commencing from the in-service date, and may be renewed at the option of the Government for a period not exceeding twenty-five (25) years. At the end of the concession period, PIATCO shall transfer the development facility to MIAA. Meanwhile, the MIAA which was charged with the maintenance and operation of the NAIA Terminals I and II, had existing concession contracts with various service providers to offer international airline airport services. This led the employees of the service providers to file a petition for prohibition. Several employees of MIAA likewise filed a petition assailing the legality of the various agreements. On the issue of whether or not the State can temporarily take over a business affected with public interest, the SC held in this case that it could not. PIATCO could not, by mere contractual stipulation, contravene the Constitutional provision on temporary government takeover and obligate the government to pay “reasonable cost for the use of the Terminal and/or Terminal Complex.” Article XII, Section 17 of the 1987 Constitution provides that in times of national emergency, when the public interest so requires, the State may, during the emergency and under reasonable terms prescribed by it, temporarily take over or direct the operation of any privately owned public utility or business affected with public interest. The national emergency contemplated in that provision was defined to include threat from external aggression, calamities or national disasters, but not strikes “unless it is of such proportion that it would paralyze government service.” The duration of the emergency is the determining factor as to how long the temporary takeover of the government will last. 177 Monopolies, Combinations, and Unfair Competition NEA v. Mendoza (1985) The IBP Oriental Mindoro Chapter opposed the increased electric rates being charged by ORMECO in accordance with the NEA’s approved increase in rates, on the ground that it did so without a public hearing. The CFI issued a restraining order that prevented ORMECO from charging the rates. The Supreme Court held that the CFI gravely abused its discretion and set the order aside.because the consumers are members of the cooperative ORMECO, which is a non-profit organization. The consumers are already represented by the Board of Directors whom they had elected. The necessity of a public hearing is lost. Money, Banking, and Credit Cooperatives Communication and Information in Nation-Building Autonomy of Local Governments Recognition of Rights of Indigenous Cultural Communities Honest Public Service and Full Public Disclosure Valmonte v. Belmonte (1989) Valmonte wanted Belmonte to give him a list of names of the opposition members of the Batasang Pambansa who were able to secure a P2 million loan on guaranty of Imelda Marcos from the GSIS. GSIS refused on the ground of confidentiality. Valmonte, et al., filed a petition for mandamus. The SC held that the right to access the records does not include the right to compel custodians of official records to prepare lists, abstracts, summaries and the like. The GSIS is a trustee of contributions from the government and the administrator of insurance programs for the benefit of the latter. Its funds assume a public character. Considering the nature of its funds, the GSIS is expected to manage its resources with utmost prudence and in strict compliance with law. The public nature of the funds and the public office of the alleged borrowers make the information sought clearly a matter of public interest and concern. Chavez v. Public Estates Authority (2002) PEA is the central implementing agency for reclamation projects in the country. It took over the leasing and selling functions of the DENR as far as reclaimed foreshore lands are concerned. PEA entered into a Joint Venture Agreement (JVA) with AMARI to reclaim portions of Manila Bay. Despite a Senate investigation report, the Legal Task Force appointed by the President upheld the JVA. Chavez filed a petition for mandamus and asked that PEA publicly disclose the terms of any renegotiation of the JVA. 178 The SC held that the right to information includes official information on on-going negotiations before a final contract. The information, however, must constitute definite propositions by the government and should not cover recognized exceptions like privileged information, military and diplomatic secrets, and similar matters affecting national security and public order. f. SOCIAL JUSTICE AND HUMAN RIGHTS g. EDUCATION, SCIENCE, TECHNOLOGY, ARTS, CULTURE AND SPORTS h. PUBLIC INTERNATIONAL LAW Guidelines Please note that there are a number of cases that come up frequently in the study of international law because they are rich with information and helpful explanations on different aspects of international law (e.g. North Sea Case, Nicaragua v. United States). For the purpose of this reference material, these cases have been distilled to provide only the very basic doctrines relevant to the subject being discussed and necessary to have a comprehensive understanding of international law. A greater appreciation of the teachings of these cases can only be reached by reading the cases in full. A. International Law and National Law International Law (IL) is a body of principles, norms, and processes which regulates the relations of states and other international persons, and governs their conduct affecting the interests of the international community of states as a whole. (Magallona) IL is characterized as a continuing process of authoritative decisions. It is a system of normative conduct—conduct which is regarded by each actor, and by the group as a whole, as being obligatory. (Higgins, “Problems and Process”, 1994) The development of IL follows the actual use of rules described as rules of IL by governments. All normal governments employ experts to provide routine and other advice on matters of IL and constantly define their relations with other states in terms of IL. Governments and their officials routinely use rules which they have for a long time called “the law of nations” or “international law.” Reference by governments to international law has been part of the normal process of decision-making. (Brownlie, “Principles of Public International Law”, 1998 Edition) International law is that law which deals with the conduct of states and of international organizations and with their relations inter se, as well as with some of their relations with persons, whether natural or juridical. (“Restatement of Foreign Relations Law of the United States”) 179 Table 1. Comparison of International Law and National/Municipal Law (Based on the discussion in Bernas, “Introduction to Public International Law”) International National Source Found in treaties and Product of local custom or of customs grown among legislation states Relations Regulated Regulates relations between Regulates relations between states individual persons under the state Substance A law between sovereign A law of a sovereign over states individuals Based on existing treaties, when there is a conflict between international and national law, the rule provided in international law must prevail: Article 27 of the Vienna Convention on the Law of Treaties A party may not invoke the provisions of its internal law as justification for its failure to perform a treaty. Article 13 of the Declaration of Rights and Duties of States (1949) Every State has the duty to carry out in good faith its obligations arising from treaties and other sources of international law, and it may not invoke provisions in its constitution or its laws as an excuse for failure to perform this duty. However, domestic law still has an impact on international law. As will be discussed further under “Sources of International Law”, domestic law can be a source of international law if it propounds a rule or custom generally accepted by domestic legal systems. B. Sources of International Law Article 38 of the Statute of the International Court of Justice (ICJ) 1. The Court, whose function is to decide in accordance with international law such disputes as are submitted to it, shall apply: a. international conventions, whether general or particular, establishing rules expressly recognized by the contesting states; b. international custom, as evidence of a general practice accepted as law; c. the general principles of law recognized by civilized nations; and d. subject to the provisions of Article 59, judicial decisions and the teachings of the most highly qualified publicists of the various nations, as subsidiary means for the determination of the rules of law. 2. This provision shall not prejudice the power of the Court to decide a case ex aequo et bono, if the parties agree thereto. 180 Note! In certain cases, the ICJ will render a decision on a dispute without actually applying any of the foregoing sources of international law. This happens when the Court declares that “there is nothing on which to give judgment”, such as when the object of the claim has disappeared. CASE Nuclear Test Cases (New Zealand v. France, Australia v. France, 1974) France was conducting atmospheric nuclear tests over the South Pacific, prompting complaints from Australia and New Zealand. The Court ruled that since France, through its President and Minister of Defense, had made several public statements that the testing would cease, the object of the dispute ceased to exist. When it is the intention of a state making a declaration that it should be bound according to its terms, that intention confers on the declaration the character of a legal undertaking, the state being legally required to follow a course of conduct consistent with its declaration. SOURCES OF LAW DIFFERENTIATED 1. International Conventions – refer to law-making treaties and other similar sources. Treaties create legal obligations, the non-observance of which by individual states will not dissolve the obligations. Note! (Exception) Article 53 of the 1969 Vienna Convention on Treaties “Treaties conflicting with a peremptory norm of general international law” (jus cogens) A treaty is void if, at the time of its conclusion, it conflicts with a peremptory norm of general international law. For the purposes of the present Convention, a peremptory norm of general international law is a norm accepted and recognized by the international community of States as a whole as a norm from which no derogation is permitted and which can be modified only by a subsequent norm of general international law having the same character. Examples: The Hague Convention of 1899 and 1907 on the Law of War and Neutrality The Geneva Protocol of 1925 of Prohibited Weapons 2. International Custom (or Customary Law) – States create law by what they do in practice or by their conduct, believing that their practice or conduct is obligatory. In order for customary law to form, States must act with the belief that the practice is required by law, and not because of courtesy or political expediency. (Magallona) Elements of Customary Law a. Uniformity, consistency, and generality of practice – complete uniformity, consistency, and generality is not required. Rather, it must be established by a party relying on this custom that this custom has been established and is binding on the other party. (See Asylum Case and Colombia v. Peru in case list below) Evidence of uniform, consistent, and general state practice may be established in numerous ways, e.g. the presentation of bilateral treaties, conclusions of international conferences, and resolutions of the United Nations General Assembly. 181 b. Opinio juris et necessitatis – the belief on the part of States that a particular custom or conduct is obligatory * On duration of practice – Duration is not necessarily an element for the establishment of customary law. (See North Sea Case below) However, it may be used as evidence of uniform, consistent, and general practice by States. Note! (Exception) While a custom is coming to be established, the emerging custom will not be binding upon a state that is a persistent objector. Evidence of the state’s objection to the practice must be clear and consistent. (See North Sea Case below) CASES Kuroda v. Jalandoni (1949, Philippine case) Kuroda was charged with war crimes following the Japanese Occupation. Kuroda argued that since the Philippines was not a signatory to the Hague Convention on Rules and Regulations covering Land Warfare, the crimes he was charged with were not based on law. The Supreme Court ruled that the rules and regulations of the Hague and Geneva Conventions form part of and are wholly based on the generally accepted principles of international law, hence these rules became part of Philippine law despite the Philippines’ status as non-signatory to the relevant Conventions. Case Concerning the Military and Paramilitary Activities in and Against Nicaragua (“Nicaragua v. United States”, 1986, International Court of Justice) Nicaragua instituted proceedings against the United States in relation to military and paramilitary activities in and against Nicaragua. In response to Nicaragua’s invocation of the customary prohibition on the use of force, the United States argued that the customary exception to the prohibition is the right to individual and collective self-defense. The ICJ first made a clear pronouncement as to the prohibition on the use of force as a well-established rule in customary IL (since both Nicaragua and the United States practiced and displayed belief in its status as law) before acknowledging that there was an exception to this general rule. North Sea Continental Shelf Cases (1969) Germany, Denmark, and the Netherlands were in dispute over the delimitation of the continental shelf they shared. Denmark and the Netherlands argued that the use of the equidistance principle in delimitation was a principle of customary or general IL, binding on Germany. The Court ruled that Germany was not bound to use the equidistance principle because this principle was not a principle of customary law. While the Court acknowledged that a customary rule could evolve in a relatively short period of time, what was material was whether there was extensive and substantially uniform state practice particularly among states whose interests were specially affected. There was no evidence that the equidistance principle was consistently used to delineate the continental shelf of states in dispute over it. On the contrary, Germany had persistently objected to the use of the equidistance principle. Asylum Case (Colombia v. Peru, 1950, International Court of Justice) Colombia unilaterally granted a Peruvian rebel asylum in the Colombian embassy in Peru. In defense of its action, Colombia argued that diplomatic asylum (where the refugee is in the territory of the state where the offense was committed) was a principle of customary law and presented numerous treaties and conventions on extradition as evidence. While the Court acknowledged the conventions, it ruled that 182 due to the limited number of states which had ratified the conventions, diplomatic asylum was not yet a principle of customary law. Legality of the Use by a State of Nuclear Weapons in Armed Conflict (Advisory Opinion of the ICJ, 1996) The question posed to the Court by the United Nations General Assembly was: “Is the threat or use of nuclear weapons in any circumstance permitted under IL?” The Court ruled that there was no rule in customary IL which permits or prohibits the threat or use of nuclear weapons. The Court noted that the members of the international community were divided on the matter of nuclear weapons, making it difficult to determine uniform practice or even opinio juris. Instead the Court held that the use of nuclear weapons should be subject to the same rules and restraints as other weapons (e.g. necessity and proportionality under international humanitarian law), regardless of the unique nature of nuclear weapons. The Case of the Paquete Habana (American Case, 1900) During the Spanish-American War, two Spanish fishing vessels were seized by the American navy while they were fishing off the coast of Cuba. The fishermen were treated as prisoners of war and their cargo seized. The Court ruled that while there was no specific law, statute, or treaty exempting fishing boats from capture during wartime, it was an ancient rule of custom that nations were to leave fishing vessels alone. By tracing the origins of the custom, the Court found that it was a custom between civilized nations to leave fishing vessels alone even during wartime, and this custom had ripened into a rule of international law. The Case Concerning the Right of Passage Over Indian Territory (“Portugal v. India”, 1960) Portugal claimed a right of passage between its territory of Damao to its landlocked territories of Dadra and Nagar-Aveli, both of which were surrounded by Indian territory. The Court held that Portugal could claim a right of passage based on long-standing local custom between India and Portugal themselves. A customary rule may develop to bind two states and impose mutual rights and obligations, provided that it is shown this was a long-held practice between the two states and accepted by them as regulating their relations. Salonga v. Executive Secretary (Philippine Case, 2009) Daniel Smith was moved from the Makati City Jail to a detention cell in the US Embassy. The Court held that it was a customary rule that foreign armed forces allowed to enter a state’s territory are immune from local jurisdiction, except to the extent agreed upon. The VFA, which was the relevant agreement, provided that while Smith could be in US custody pending trial, in the event of a conviction he should be detained by Philippine authorities. 3. General Principles of Law – while general principles of law may include rules of customary law, they are primarily rules that have become so well-established and accepted that they are no longer directly associated with state practice. Examples: Principle of consent Principle of reciprocity Principle of equality of states Principle of finality of awards and settlements Principle of the legal validity of agreements Principle of good faith 183 Principle of domestic jurisdiction CASES Prosecutor v. Tadic (ICTY, 1995) Tadic was charged before the ICTY for war crimes he was alleged to have committed in Bosnia. He argued that the Tribunal was not established according to law and therefore lacked jurisdiction, and that it was a general principle of law that the charges brought against him should only be determined by a tribunal established by law. The Court ruled that the tribunal was established by law and reaffirmed the Tribunal’s jurisdiction based on the general principle of la competence de la competence (French) or kompetenz-kompetenz (German). The power of a tribunal to determine its jurisdiction over a dispute is a major part of the incidental or inherent jurisdiction of any judicial or arbitral tribunal. It is a necessary component in the exercise of the judicial function and does not need to be expressly provided for in the constitutive documents of tribunals. Case Concerning Preah Vihear Temple (Cambodia v. Thailand, ICJ, 1962) The temple of Preah Vihear sat on the border of Cambodia and Thailand. The demarcation of the Cambodia-Thailand border was, by agreement, to follow the natural waterline but the maps drawn up were not in compliance with the agreement and the temple was marked as being on Cambodian soil. Several decades passed before Thailand questioned the maps, and the Court ruled that based on its behavior Thailand was deemed to have accepted the maps (in so many words, the principle of estoppel). Corfu Channel Case (ICJ, 1949) British warships sailed through Albanian waters in the North Corfu, hitting several mines that had been laid in the water. The Court ruled that the Albanian authorities had an obligation to notify the British warships about the existence of minefields in Albanian waters. This obligation was not anchored on the Hague Convention of 1907, but on general and well-recognized principles of international law: elementary considerations of humanity (especially in times of peace, not just war), freedom of maritime communication, and the obligation of every state to ensure that its territory will not be used in a manner that will violate the rights of other states. Chorzow Factory Case (Permanent Court of International Justice, 1928) Germany claimed reparations from Poland for the latter’s takeover of a nitrate factory in Chorzow. The Court ruled that it is a general principle of international law (“and even a general conception of law”) that any breach of a right or obligation involves an obligation to make reparation. Reparation must wipe out all the consequences of the illegal act and must restore the victim to the state he would have been if not for the illegal act. If this is not possible, then the victim must be compensated in an amount corresponding to the value which restitution would bear. Barcelona Traction, Light, and Power Company Case (ICJ, 1970) The company in this case was a Canadian company in Spain which eventually went bankrupt. Belgium initiated proceedings before the ICJ on behalf of Belgian shareholders of the company, who were supposedly prejudiced by the bankruptcy proceedings in Spain. The Court explained that it is to rules generally accepted by municipal systems, and not to the municipal law of a particular state, that international law refers. The Court ruled that it was a general principle of international law that if an illegal act is committed against a company, it is the country of which the company is a national that can seek protection or redress (in this case, Canada). No rule of international law confers this right to the country of which a shareholder is a national. 184 TEXACO v. Libya (1978) Libya sought to nationalize all the rights, interests, and properties of TEXACO, arguing that municipal and not international law should govern the process. Both parties cited UN General Assembly Resolutions as bases for their arguments. The Court ruled that UN General Assembly Resolutions are not binding declarations of general principles of international law, and for such resolutions to be binding they must be accepted by the members of the UN, in particular those member states that are specially affected by the resolution (e.g. developing countries). BP Exploration v. Libya (1973) BP and Libya were in disagreement as to which law should govern their dispute: international law alone, or Libyan law? Based on the concession agreement entered into by BP and Libya, the Court ruled that Libyan law would be applied insofar as Libyan law corresponded to principles of international law. Only when there were no principles of Libyan law common with international law would the general principles of international law be applied. In other words, when Libyan law is in conflict with international law, then general principles of law must be applied. Saudi Arabia v. Arabian American Oil Company (1963) The parties were in conflict over the terms of two agreements for the export and sale of oil. The Court ruled in favor of ARAMCO’s claim as first concessionaire, declaring that the principle of respect for acquired rights is one of the fundamental principles both of public international law and of municipal law of most civilized states. 4. Judicial Decisions and the Teachings of the Most Highly Qualified Publicists – it is important to stress that these are subsidiary sources for the determination of the rules of law. Ultimately, the tribunal before which these sources are presented must determine the value and persuasiveness of the material presented. Judicial Decisions a. Decisions of international tribunals (e.g. the International Court of Justice, the respective regional human rights courts such as the Inter-American Court of Human Rights) b. Decisions of ad hoc international tribunals – these differ from other international tribunals in that they are established by a number of states for a special purpose. Due to the special nature of these tribunals, they are often a source of valuable pronouncements on highly specific issues. An example of an ad hoc international tribunal would be the International Criminal Tribunal for the Former Yugoslavia, from which a great number of vital doctrines of international humanitarian law have emerged. c. Decisions of national and municipal courts Writings of the Most Highly Qualified Publicists Again, the determination of whether a publicist is indeed the “most highly qualified” is ultimately up to the discretion of the tribunal before which the publicist’s work is presented. There are certain materials, however, that have been considered at least as authoritative as the writings of the most highly qualified publicists, i.e. the Draft Articles on State Responsibility prepared by the International Law Commission and the reports and resolutions of the Institute of International Law and other expert bodies. 185 CASE Medellin v. Texas (American Case, 2008) Medellin and his gang-mates were sentenced to death for the rape/slay of two little girls. He argued that he had a right under the Vienna Convention and customary law to a review and reconsideration of his sentence, among his evidence a declaration of President Bush that the US would comply with its obligations under the ICJ decision in Avena. The Court ruled that the Avena decision was not enforceable as domestic law. As provided in Article 94 of the UN Charter, decisions of the ICJ only explicitly binds states which are a party to the case. Even an undertaking to comply with the decision is not an acknowledgment that an ICJ decision will have immediate legal effect in the courts of UN members, but a commitment on the part of UN members to take future actions of compliance through their political branches. C. Important Concepts Other than the basic outline of international law and its sources provided above, there are a few fundamental concepts that must be highlighted in order to solidify one’s understanding of international law. 1. Obligations erga omnes CASES Barcelona Traction, Light, and Power Company Case (supra) An obligation erga omnes is an obligation of every state towards the international community as a whole. It is an obligation which is the concern of all states. In view of the importance of the rights involved in this kind of obligation, all states can be held to have a legal interest in their protection. The Case Concerning East Timor (“Portugal v. Australia”, ICJ Case, 1995) Portugal instituted proceedings against Australia over the latter’s continuing negotiations with Indonesia in relation to the delimitation of the continental shelf between Australia and East Timor. Portugal alleged that Australia had violated the right of the people of East Timor to self-determination, as well as Portugal’s right as the administering power. While the Court refused to rule on the case because Indonesia was not a party, it agreed that the right of peoples to self-determination has an erga omnes character. However, simply because a right invoked is of an erga omnes character does not mean that the Court can acquire jurisdiction over a state which has not consented to the Court’s jurisdiction in a case. Regardless of the character of the right invoked, the Court cannot evaluate the lawfulness of the conduct of a state which is not a party to the case. 2. Jus cogens Jus cogens, as discussed in Article 53 of the 1969 Vienna Convention on the Law of Treaties (see above), is an absolute rule of international law. It is a general principle of law that has become so firmly established and recognized by the international community of states as a whole that derogation is simply not permitted. It can be modified only by a subsequent norm of general international law having the same character. There is no consensus as to the criteria which would enable one to identify which general principles of law have become peremptory norms. For instance, some important provisions of human 186 rights treaties (e.g. due process) have not been clearly established to be jus cogens. (Aust, “Handbook of International Law”, 2010) Examples of accepted jus cogens norms: Prohibition on genocide Prohibition on slavery Prohibition on racial discrimination Prohibition on torture and crimes against humanity Prohibition on the use of force CASE Ex Parte Pinochet (ICJ Case, 1999) Pinochet was the former head of state of Chile accused with, among others, the crime of torture. Spain sought his extradition while he was in London for medical treatment. In denying his immunity for the crime of torture, the Court explained that the rule of international law prohibiting torture has the character of jus cogens or a peremptory norm. The violation of a jus cogens norm cannot be subject to any kind of immunity; the universal jurisdiction granted over those who violate the rule against torture is justified by its jus cogens nature. 3. Ex aequo et bono Article 38 of the Statute of the International Court of Justice (ICJ) 1. The Court, whose function is to decide in accordance with international law such disputes as are submitted to it, shall apply: a. international conventions, whether general or particular, establishing rules expressly recognized by the contesting states; b. international custom, as evidence of a general practice accepted as law; c. the general principles of law recognized by civilized nations; and d. subject to the provisions of Article 59, judicial decisions and the teachings of the most highly qualified publicists of the various nations, as subsidiary means for the determination of the rules of law. 2. This provision shall not prejudice the power of the Court to decide a case ex aequo et bono, if the parties agree thereto. Ex aequo et bono is a Latin phrase that roughly translates to “what is fair and just” and is very similar to the concept of equity. As provided in Article 38(2) of the ICJ Statute, if the parties agree to it, then the Court may decide a case without adhering to the existing rules of international law and resolve the dispute according to what is fair and just under the circumstances. 187 D. Subjects of International Law Table 2. Enumeration of Subjects in International Law Established Legal Persons Special Types of Personalities 1. States 1. Non-self-governing peoples 2. Political entities legally proximate to states (e.g. the former Free City of Danzig) 3. Condominium – the joint exercise of state power within a particular territory by means of an autonomous local administration acting as an agent of the states 4. Internationalized territories – a special status created by multilateral treaties and protected by an international organization 5. UN administration of territories immediately prior to independence (e.g. UN Transitional Administration of East Timor) 6. International organizations 7. Agencies of states – entities acting as agents of states with delegated powers (e.g. an arbitral tribunal) 2. National liberation movements 3. States in statu nascendi – the continuity of the political entity of the state, in certain cases, in order to give effect to acts done before independence 4. Legal constructions – the opposite of #3 above, when called for a state’s legal entity may be projected in certain cases even though the state has politically ceased to exist 5. Belligerent/insurgent communities – para-statal entities recognized as possessing a definite if limited form of international personality 6. Entities sui generis – e.g. the Holy See and the Vatican 7. Individuals CASES Barcelona Traction Case (supra) Even in municipal law, there is a clear distinction between the rights of a company and those of a shareholder. Only the company, which has a distinct and separate legal personality from its shareholders, may make a claim for compensation. A wrong done to the company does in fact prejudice its shareholders, but this does not mean that both the company and shareholders are entitled to make claims for compensation. Reparations for Injuries Suffered in the Service of the UN (ICJ Advisory Opinion, 1949) The UN General Assembly asked the ICJ several questions relating to whether the UN could bring claims for reparations for itself and in behalf of its agents. The Court ruled that the UN was an international person subject of international law and capable of possessing international rights and duties, as well as the corresponding capacity to protect its rights by bringing international claims. The competence to bring 188 an international claim is the capacity to resort to the customary methods recognized by international law for the establishment, presentation, and settlement of claims. Mavrommatis Case (Permanent Court of International Justice, 1924) Mavrommatis was a Greek national embroiled in disputes with Great Britain over concessions awarded to him in British-controlled Palestine. When Greece brought Britain before the Court, the Court took cognizance of the case, finding that there was in fact a dispute between two states: Britain and Greece. The latter was claiming indemnity because Britain had acted in breach of its obligations to one of Greece’s subjects. A state is entitled to protect its subjects when they are injured by acts of another state which are contrary to international law. 1. STATES Article 1 of the Montevideo Convention on the Rights and Duties of States The state as a person of international law should possess the following qualifications: 1. A permanent population; 2. A defined territory; 3. Government; and 4. Capacity to enter into relations with other states. NOTES ON QUALIFICATIONS FOR STATEHOOD 1. Territory – arguably the most important qualification. There must be a reasonably stable basis for a political community in control of a specific area. While clearly demarcated borders are not necessary, there must be an area clearly marked as a place where a political community is established. TERRITORIAL SOVEREIGNTY Sovereignty in the relation between states signifies independence. Independence in regard to a portion of the globe is the right to exercise therein, to the exclusion of any other state, the functions of a state. It is the principle of exclusive competence of the state with regard to its own territory. (Island of Palmas Case) Summary of Modes of Acquiring Territorial Sovereignty (Brownlie) 1. Discovery and effective occupation – after discovering territory, there must be effective occupation, i.e. an intention to act as a sovereign over that territory (animus occupandi) as well as the continuous display of such authority 2. Cession – the transfer of territory from one state to another by agreement, usually treaty. The validity of the cession depends on the validity of the title of the ceding state 3. Prescription – occupation which must be— a. Under the title of sovereignty; b. Peaceful and uninterrupted; 189 c. Public; and d. Endure for a length of time 4. Accession or accretion – the natural process of land transfer resulting in an increase of territory Cases Island of Palmas Case (PCIJ, 1932) The Dutch and the Americans were in dispute over the island: the Dutch claimed that the Dutch East Indies Company possessed and exercised rights of sovereignty through agreements made with the natives; the Americans claimed that they had acquired their rights through the Spanish, who supposedly discovered the island around the same time that they found the rest of the Philippines. The Court favored the Dutch based on the evidence presented, emphasizing that it was not only discovery of the island that established sovereignty, but effective occupation through the display of state authority. Eastern Greenland Case (PCIJ, 1933) Norway and Denmark were in dispute over the territory of Eastern Greenland. Both sides had equal amounts of evidence with varying substance to prove their claim, but tipping it in Denmark’s favor was public acquiescence by the Norwegian Minister of Foreign Affairs as to Denmark’s sovereignty over the territory. While acquiescence is not a means of gaining title, it strengthened Denmark’s claim. Additionally, while Norway was in constant occupation of the area in dispute, there was no exercise of state authority. What was material to the Court was not just physical possession, but the intent to exercise state authority over an area. Minquiers and Ecrehos Case (“United Kingdom v. France”, ICJ, 1951) The UK and France were in dispute over two groups of rocky islands, both citing ancient title, treaties, and supposedly sovereign acts. The Court ruled in favor of the UK because it proved the exercise of jurisdiction, local administration, and legislation over the islands. The exercise of ordinary local administration (licensing, customs, ordinary court functions, the registry of deeds, etc.) was better proof of sovereignty than any ancient title or treaty, in the Court’s view. Case Concerning Sovereignty over Pulau Ligitan and Pulau Sipadan (“Indonesia v. Malaysia”, ICJ, 2002) Indonesia and Malaysia were in dispute over two islands, both citing treaties, colonial effectivites, and title by succession. The ICJ ruled in Malaysia’s favor because of its “acts of administration” over the islands (e.g. its regulation on the gathering of turtle eggs and declaration of a bird sanctuary). Eritrea v. Yemen (ICJ, 1998) Eritrea and Yemen were in dispute over numerous islands, citing historic title (on the part of Yemen) and effective occupation for over a hundred years (on the part of Eritrea). The Court did not award all the islands to one claimant, instead determining the ownership of each island or island group individually. Of note in this case is the Court’s use of the Portico Doctrine: Islands nearest to coastal states (particularly those within the state’s territorial sea) belong to such states. 190 Libya v. Chad (ICJ, 1994) Libya and Chad were embroiled in a dispute over boundaries. Chad was citing a treaty entered into between Libya and France, when France was still Chad’s colonial ruler. The Court ruled in Chad’s favor, propounding the theory of auto-limitation: in order to prevent conflict and instability, a boundary established by a treaty becomes permanent, though the treaty itself is not necessarily permanent. Anglo-Norwegian Fisheries Case (“United Kingdom v. Norway”, ICJ, 1975) After drawing its own baselines, Norway issued a decree delineating its exclusive fishery zones, prompting protest from the UK. The Court laid down the fundamental considerations in the drawing of baselines and the determination of territorial waters: (1) the baselines must not depart to any appreciable extent from the general direction of the coast because it is land which confers upon the coastal state the right to the waters off its coast; (2) the seas lying within the baseline must be closely linked to the land domain to be subject to the regime of internal waters; and (3) the economic interest peculiar to the region, as evidenced by long usage. Western Sahara Case (ICJ, 1975) Morocco and Mauritania both made claims to the effect that they had legal ties to the Western Sahara. Spain argued that the Western Sahara was terra nullius at the time, hence its occupation thereof was not to the prejudice of any recognized State. The Court ruled that the Western Sahara was not terra nullius (or “a territory belonging to no one”) over which sovereignty may be acquired through occupation. State practice is to the effect that a territory inhabited by tribes with a socio-political organization (e.g. the Bedouins) is not terra nullius. But neither can there be reversion of title to either Morocco or Mauritania, since neither were able to prove legal ties that demonstrated either state’s control over the region. El Salvador v. Honduras with Nicaragua Intervening (ICJ, 1992) Following the collapse of Spanish rule over Central America, several states sought to have their boundaries determined by the Court. The Court did not rely on the rule of effective occupation, since after all only one colonial power controlled the area and merely established administrative boundaries. Instead, the Court applied the principle of uti possidetis juris: previous colonial boundaries are continually adopted, and the succeeding state must respect the boundaries set forth by the outgoing colonial powers. Clipperton Island Arbitration (France v. Mexico, 1931) France declared sovereignty over Clipperton Island after France’s navy first landed on the uninhabited island in 1858. The Court ruled that France had successfully acquired title over what was terra nullius through occupation. It also elaborated that continued physical occupation of territory is not necessary where: (1) the territory is terra nullius at the time the occupying state arrives there; and (2) taking of possession and intent to possess is shown by a public declaration of sovereignty. 2. Population – together with territory, population provides the physical evidence for the existence of a state. “As an element of a state, ‘people’ simply means a community of persons sufficient in number and capable of maintaining the permanent existence of the community and held together by a common bond of law. It is of no legal consequence if they possess diverse racial, cultural, or economic interests. Nor is a minimum population required.” (Bernas) 3. Government – the existence of an effective government with centralized legislative and administrative organs is the best evidence of a stable political community. That being said, no specific form of government has been required in international law. Furthermore, states have been considered to continue to exist in the absence of an effective government—such as when states are rocked by violent internal upheavals or during the occupation by a foreign power. 191 4. Capacity to enter into relations with other states – this qualification is attached to the concept of independence, as well as an implied requirement: recognition of statehood by other states. After all, if other states do not recognize one to be a fellow state, relations are not possible. However, it has been argued that a new state acquires legal personality purely by its own acts in achieving the objective qualifications of statehood, rather than through recognition by other states. If recognition were made a requirement of statehood, some states could not be considered such on account of the refusal by some other states to recognize their independence (e.g. Taiwan and Kosovo). 2. INTERNATIONAL ORGANIZATIONS An international organization is an organization that is set up by treaty among two or more states. Since the constitutive document of international organization is a treaty, only states are members of international organizations. (Bernas) An important feature of international organizations is they often enjoy immunities and privileges in order to facilitate the effective exercise of their functions. Their powers and privileges are in turn kept in check by the treaties that created them. Examples of International Organizations: United Nations International Court of Justice CASES Legality of the Use by a State of Nuclear Weapons in Armed Conflict (supra) International organizations are subjects of international law which do not, unlike States, possess a general competence. International organizations are governed by the principle of speciality, i.e. they are invested by the States which create them with powers, the limits of which are a function of the common interests whose promotion those States entrust to them. The powers conferred on international organizations are normally the subject of an express statement in their constituent instruments. Nevertheless, the necessities of international life may point to the need for organizations to possess subsidiary (or “implied”) powers not expressly provided for in their basic instruments. International Catholic Migration Commission v. Calleja (Philippine Case, 1990, G.R. No. 85750) This involved two consolidated cases: ICMC v. Calleja and Kapisanan ng mga Manggagawa v. International Rice Research Institute (IRRI). In the case of ICMC, the Court affirmed the immunity of ICMC as a specialized agency under the Charter of the United Nations. With respect to IRRI, the Court noted that while it was not an international organization because it was the product of a MOA between the Philippines and two private organizations, the promulgation of a Presidential Decree granted IRRI the privileges and immunities of an international organization. The Court explained that the objective of granting immunity to international organizations is to avoid the danger of partiality and interference by the host country in their internal workings. World Health Organization v. Aquino (Philippine Case, G.R. No. L-35131, 1972) A judge issued a search warrant for the personal effects of an official of the WHO. In quashing the warrant, the Court explained that diplomatic immunity is essentially a political question and courts should refuse to look beyond a determination by the executive branch of the government. Where the plea 192 of diplomatic immunity is recognized and affirmed by the executive branch, the judicial department must follow the action of the political branch and should not embarrass the latter by assuming antagonistic jurisdiction. Department of Foreign Affairs v. National Labor Relations Board (Philippine Case, G.R. No. 113191, 1996) An illegal dismissal case was filed against the Asian Development Bank. In upholding the ADB’s immunity, the Court cited several provisions of the ADB’s Charter granting it “immunity from legal process of every form”. It also repeated the doctrine in the earlier case of WHO v. Aquino and pointed out that the Charter of the ADB was a treaty that the Philippines was a party to. In entering into that treaty, the political branches of the Philippine government extended immunities to the ADB which could not be ignored by the judicial department. Jeffrey Liang (Hue Feng) v. People (Philippine Case, G.R. No. 125865, 2001) Liang was charged with grave oral defamation. While Liang, an economist, was an agent of an international organization, the immunity granted to officers and staff of the ADB was not absolute. The immunity is limited to acts performed in an official capacity and does not cover the commission of a crime—slander or oral defamation are not acts that can be considered as ones performed in official capacity. 3. INDIVIDUALS In the early days of international law, individuals were objects, or at best beneficiaries of international law, exclusively under the control of states. (Bernas) The international legal status of individuals is unique: it is lopsided because as far as their international obligations are concerned, they are required to respect certain fundamental values and may be punished as individuals for failure to do so. However, when their individual rights are violated, they do not always have the right to bring their cases before international bodies and instead have to rely on their own states to bring the cases on their behalf. The only exception is when a treaty that their state has entered into or a resolution that an international organization has adopted envisages the right of the individual to bring a case to an international body on his own behalf. (Cassese, “International Law”, 2001; Bernas) INTERNATIONAL CRIMINAL LAW International Criminal Law can trace its beginnings to the end of World War II, when the world was confronted with the reality that during the war millions of crimes had been committed by individuals. The horror of the Second World War brought about the idea that in certain cases, some acts are so horrific that compensation from the state will not suffice, and the individual directly responsible must be punished. The earliest courts for international criminal law were the Nuremberg Tribunal and Tokyo War Crimes Tribunal. The Geneva Conventions of 1949 and the 1978 Additional Protocols to the Geneva Conventions were the next step in the development of international criminal law, though the particular 193 focus of these conventions and protocols were crimes committed in the context of an armed conflict. The Yugoslavia War Crimes Tribunal (1993) and Rwanda War Crimes Tribunal (1994) were special tribunals under the United Nations Security Council. Again, the focus of these bodies was the punishment of crimes committed in the context of an armed conflict. However, these ad hoc tribunals brought back an idea that the UN had been contemplating since its creation: the necessity for a permanent court to deal with cases of international criminal law. The Rome Statute on the International Criminal Court was adopted by the UN in 1998. The Four Most Serious International Crimes (as provided in the Rome Statute) 1. Genocide 2. Crimes against humanity 3. War crimes 4. The crime of aggression The principle of complementarity applies with respect to jurisdiction: municipal courts of states party to the Statute still have the primary duty to prosecute international crimes committed by their nationals or committed in their territory. The International Criminal Court (ICC) will only have jurisdiction if the state is unwilling or genuinely unable to prosecute the international crime. E. Diplomatic and Consular Law The Vienna Convention on Diplomatic Relations (1961) is the codification of rules of international law particularly applicable to the political relations of states. Diplomatic relations between states are entered into by mutual consent. The Vienna Convention on Consular Relations (1967) is the codification of rules of international law particularly applicable to consular relations. While consular relations between states are also entered into by mutual consent, consular relations are more specific than diplomatic relations. Consuls attend to administrative and economic matters between the sending and receiving states. It is clarified in Article 3(2) of the Vienna Convention on Diplomatic Relations that a diplomatic mission may still perform consular functions. 194 Table 3. Comparison of the two Vienna Conventions On Diplomatic Relations Functions Article 3: 1. Representing the sending state (SS) in the receiving state (RS). 2. Protecting the interests of the SS and its nationals in the RS. 3. Negotiating with the government of the RS. 4. Ascertaining by all lawful means the conditions and developments in the RS and reporting such to the SS. 5. Promoting friendly relations between the SS and RS, as well as developing their economic, cultural, and scientific relations. Heads On Consular Relations Article 5 (summarized, trimmed down from full enumeration): 1. Protecting the interests of the SS and its nationals (both individual and bodies corporate). 2. Furthering the development of commercial, economic, cultural, and scientific relations, as well as promoting friendly relations. 3. Ascertaining by all lawful means the conditions and developments in the RS’ commercial, economic, cultural, and scientific life, and reporting to persons interested. 4. Issuing passports and travel documents to SS nationals; issuing visas and other documents to persons wishing to travel to the SS. 5. Assisting nationals of the SS. 6. Acting as notary, civil registrar, in similar capacities, and performing certain functions of administrative nature not contrary to RS laws. 7. Following RS procedural laws, representing or arranging for the representation of SS nationals before RS tribunals and authorities. 8. Transmitting judicial and extra-judicial documents. 9. Exercising rights of supervision and inspection in respect of SS vessels, aircraft, and crew. 10. Performing other functions entrusted to a consular post by the SS, not prohibited by RS laws or not objected to by the RS. Article 14: Classes of Heads Article 9: Classes of Heads 1. Ambassadors or nuncios 1. Consuls-general 2. Envoys, ministers, and 2. Consuls internuncios 3. Vice-consuls 3. Charges des affaires 4. Consular agents 195 Persona non grata End of Function Inviolability Agent/Officer Except as concerns precedence (i.e. seniority) and etiquette, there shall be no differentiation between heads of mission by reason of their class Article 9: 1. The RS may, at any time and without having to explain its decision, notify the SS that the head of the mission, any member of the diplomatic staff, or member of the mission is persona non grata or not acceptable. The SS shall either recall or terminate the person’s functions with the mission. The declaration of a person to be persona non grata or not acceptable may come before his arrival in the RS’ territory. 2. If the SS refuses or fails within a reasonable period to carry out its obligation to recall or terminate the person’s functions, the RS may refuse to recognize the person as a member of the mission. Article 43: 1. Upon notification by the SS to the RS that the functions of the diplomatic agent have come to an end. 2. Upon notification by the RS to the SS that it refuses to recognize the diplomatic agent as a member of the mission. of Article 29: The person of a diplomatic agent shall be inviolable. He shall not be liable Article 23: 1. The RS may, at any time and without explanation, notify the SS that a consular officer or any member of the consular staff is persona non grata or not acceptable. The SS shall either recall the person or terminate his functions with the consular post. 2. If the SS refuses or fails within a reasonable time to carry out its obligation to recall/terminate functions, the RS may either withdraw the exequatur (the declaration made by the RS recognizing the consul of the SS and authorizing him to perform his function in the RS. There is no prescribed form for an exequatur. 3. A person appointed as a member of the consular post may be declared unacceptable, without explanation, before arriving in the territory of the RS or before beginning his duties. The SS shall withdraw his appointment. Article 25: 1. Upon notification by the SS to the RS that the functions of a member of the consular post have come to an end. 2. Upon withdrawal of the exequatur. 3. Notification by the RS to the SS that the RS has ceased to consider the member of the consular staff as a member of the consular staff. Article 40: The RS shall treat consular officers with due respect and shall take all 196 to any form of arrest or detention. The RS shall treat him with due respect and shall take all appropriate steps to prevent any attack on his person, freedom, or dignity. Inviolability Premises of Article 22: 1. The premises of the mission shall be inviolable. The agents of the RS may not enter without the consent of the head of the mission. 2. The RS is under a special duty to take all appropriate steps to protect the premises of the mission against any intrusion or damage, and to prevent any disturbance of the mission or impairment of its dignity. 3. Premises of the mission, furnishings, and other property appropriate steps to prevent any attack on their person, freedom, or dignity. Article 41: 1. Consular officers shall not be liable to arrest or detention pending trial except in the case of a grave crime and pursuant to a decision by the competent judicial authority. 2. Consular officers shall not be committed to prison or liable to any other form of restriction on their personal freedom save in execution of a judicial decision of final effect (same exception as #1 above). 3. If criminal proceedings are instituted against a consular officer, he must appear before the competent authorities. The proceedings shall be conducted with the respect due him by reason of his official position and (except in cases of grave crime) in a manner which will hamper the exercise of official functions as little as possible. In cases of grave crime, when it becomes necessary to detain a consular officer, the proceedings against him shall be instituted with minimum delay. Article 31: 1. Consular premises shall be inviolable to the extent provided in this article. 2. The RS authorities shall not enter that part of the consular premises which is used exclusively for the purpose of the work of the consular post except with the consent of the head of the consular post or of his designee, or of the head of the diplomatic mission. Such consent may be assumed in cases of fire or other disaster requiring 197 thereon, including the means of transport of the mission, shall be immune from search, requisition, attachment, or execution. Article 30: 1. The private residence of a diplomatic agent shall enjoy the same inviolability and protection as the premises of the mission. 2. His papers, correspondence, and (except as provided in Article 31 below) property shall also be inviolable. Immunity Jurisdiction Exceptions Immunity Jurisdiction from Article 31: 1. A diplomatic agent shall enjoy immunity from the criminal jurisdiction of the RS. He shall also enjoy immunity from its civil and administrative jurisdiction. 2. A diplomatic agent is not obliged to give evidence as a witness. 3. No measures of execution may be taken in respect of a diplomatic agent. to Article 31: A diplomatic agent is from not immune from civil and administrative jurisdiction in cases of— 1. A real action relating to private immovable property situated in RS territory, unless (exception to the exception) he holds it on behalf of the SS for purposes of the mission. 2. An action relating to succession in which the diplomatic agent is involved as executor, administrator, heir, or prompt protective action. 3. The RS is under a special duty to take all appropriate steps to protect the consular premises against any intrusion or damage and to prevent any disturbance of the peace of the consular post or impairment of its dignity. 4. Consular premises, furnishings, property of the consular post, and its means of transport shall be immune from any form of requisition for purposes of national defense or public utility. If expropriation is necessary for such purposes, all possible steps shall be taken to avoid impeding performance of consular functions and prompt, adequate, and effective compensation shall be paid to the SS. Article 43: 1. Consular officers and consular employees shall not be amenable to the jurisdiction of the judicial or administrative authorities of the RS in respect of acts performed in the exercise of consular functions. Article 43: The immunity provided shall not apply in respect of a civil action either— 1. Arising out of a contract concluded by a consular officer or a consular employee in which he did not contract expressly or impliedly as an agent of the SS; or 2. By a third party for damage arising from an accident in the RS caused by a vehicle, vessel, or aircraft. 198 Waiver Immunity legatee as a private person and not on behalf of the SS. 3. An action relating to any professional or commercial activity exercised by the diplomatic agent in the RS outside his official functions *Measures of execution may be taken in respect of a diplomatic agent in the three cases listed above, provided that such measures can be taken without infringing upon the inviolability of his person or residence. of Article 32: 1. The immunity from jurisdiction of diplomatic agents may be waived by the SS. 2. Waiver must always be express. 3. Initiation of proceedings by a diplomatic agent shall preclude him from invoking immunity from jurisdiction in respect of any counter-claim directly connected with the principal claim. 4. Waiver of immunity from jurisdiction in respect of civil or administrative proceedings shall not be held to imply waiver of immunity in respect of the execution of the judgment, for which a separate waiver shall be necessary. Special Obligations Article 41: of Agents/Officers 1. Without prejudice to their privileges and immunities, it is the duty of all persons enjoying such privileges and immunities to respect the RS’ laws and not Article 45: 1. The SS may waive the privileges or immunities provided for a member of the consular post. 2. The waiver shall in all cases be express, except as provided under this Article, and shall be communicated to the RS in writing. 3. The initiation of proceedings by a consular officer or a consular employee in a matter where he might enjoy immunity shall preclude him from invoking immunity from jurisdiction in respect of any counter-claim directly connected with the principal claim. 4. The waiver of immunity from jurisdiction for the purpose of civil or administrative proceedings shall not be deemed to imply the waiver of immunity from the measures of execution resulting from the judicial decision (in which case a separate waiver shall be necessary). Article 55: 1. Without prejudice to their privileges and immunities, it is the duty of all persons enjoying such privileges and immunities to respect the RS’ laws and not to 199 to interfere in the internal affairs of that state. 2. All official business with the RS entrusted to the mission by the SS shall be conducted with or through the Ministry of Foreign Affairs of the RS or such other ministry as may be agreed. 3. Premises of the mission must not be used in any manner incompatible with the functions of the mission under this Convention, rules of general IL, or special agreements between the RS and SS. Beginning and End Article 39: of Immunities and 1. Immunities and privileges are Privileges enjoyed from the moment the agent enters the RS’ territory on proceeding to take up his post. 2. If he is already in the RS’ territory, immunities and privileges are enjoyed when his appointment is notified to the Ministry of Foreign Affairs. 3. When the agent’s functions have come to an end, the immunities and privileges he enjoys shall normally cease the moment he leaves the country or on expiry of a reasonable period to do so (in the meantime, they subsist, even during an armed conflict). 4. With respect to acts performed by an agent in the exercise of his functions as a member of the mission, immunity shall subsist. interfere in the internal affairs of that state. The consular premises shall not be used in any manner incompatible with the exercise of consular functions. This provision shall not exclude the possibility of offices of other institutions or agencies being installed in part of the building in which the consular premises are situated, provided that the premises assigned to them are separate from those used by the consular post. Said offices are not considered to form part of the consular premises. Article 53: 1. Immunities and privileges are enjoyed from the moment the member of the consular post enters the RS’ territory on proceeding to take up his post. 2. If he is already in the country, immunities and privileges are enjoyed when he enters on his duties with the consular post. 3. When the functions of the member of the consular post have come to an end, immunities and privileges shall cease the moment he leaves the RS or on the expiry of a reasonable period to do so, whichever is sooner (but shall subsist until that time, even during an armed conflict). 4. With respect to acts performed by a consular officer or a consular employee in the exercise of his functions, immunity shall continue to subsist without limitation of time. 200 F. Treaties The law on treaties is found in the Vienna Convention of the Law of Treaties (1969) Article 2, Vienna Convention on the Law of Treaties A treaty is an international agreement concluded between States in written form and governed by international law, whether embodied in a single instrument or in two or more related instruments and whatever its particular designation. Summary of Essential Principles in the Vienna Convention on the Law of Treaties Consent to be bound by a treaty may be expressed by signature, exchange of instruments constituting a treaty, ratification, acceptance, approval, or accession, or by any other means if so agreed (Article 11) Summary of steps to make a treaty binding upon a state (as provided in the Vienna Convention on the Law of Treaties): 1. Negotiation 2. Giving of consent to be bound: a. Signing of treaty b. Exchange of instruments with the express provision that in doing so the exchanging parties become bound c. Ratification/acceptance/approval – process of ratification varies with each State. At all times the instrument which is proof of the ratification must be deposited with the body specified as depositary or, if not specified, the UN Secretary General. The effect of non-deposit is that the treaty cannot be enforced against the state by any UN agency *Ratification in the Philippines: Section 21 of Article VII of the Constitution provides that no treaty or international agreement shall be valid and effective unless concurred in by at least two-thirds of all the Members of the Senate Every state which has signed or otherwise expressed its consent to be bound by a treaty has the obligation not to defeat the object and purpose of a treaty prior to its entry into force (Article 18) Pacta sunt servanda is the principle that every treaty in force is binding upon the parties to it and must be performed by them in good faith (Article 26) States may, when signing, ratifying, accepting, approving, or acceding to a treaty, formulate a reservation unless— 201 (a) the reservation is prohibited by the treaty; (b) the treaty provides only specified reservations; or (c) the reservation is incompatible with the object and purpose of the treaty (Article 19) Treaties enter into force in a manner and date agreed upon by the parties. If there is no provision as to how/when, the treaty enters into force as soon as consent to be bound has been given. (Article 24) Most multilateral treaties contain provisions saying how many states must sign/ratify the treaty before it enters into force. For example, the Vienna Convention on the Law of Treaties was first signed in 1969 but only entered into force in 1980 because that was only when the required number of states for it to enter into force was reached. Treaties may be invalidated on the following grounds: 1. Error (Article 48) 2. Fraud (Article 49) 3. Corruption of a representative of a state (Article 50) 4. Coercion of a representative of a state (Article 51) 5. Coercion of a state by use of force (Article 52) 6. Violation of jus cogens (Article 53) 7. Violations of the restrictions imposed on the authority of representatives of a State (Article 47) Treaties may be terminated or suspended outrightly on the following grounds: 1. Material breach (Article 60) 2. Supervening impossibility of performance (Article 61) 3. Rebus sic stantibus, or the fundamental change of circumstances (Article 62) Cases Lim v. Executive Secretary (Philippine Case, 2002) Pursuant to the Visiting Forces Agreement and the Mutual Defense Treaty entered into between the Philippines and the United States, US military personnel took part in Balikatan exercises. The Court saw the word “activities” in the VFA as an intentionally broad phraseology that verbalized the parties’ intentions. In so ruling, the Court applied Articles 31 and 32 of the Vienna Convention on the Law of Treaties, which provide the standard rules for interpretation, e.g. (1) plain meaning; (2) good faith; and (3) examination of preparatory work for the agreement. 202 Pimentel v. Executive Secretary (Philippine Case, 2005) The petitioners wanted to compel the DFA to transmit the signed copy of the Rome Statute to the Senate for ratification. The Court explained that the power to ratify is vested in the President, subject to the concurrence of the Senate. The Court laid down its own enumeration of the treaty-making process: (1) Negotiation by the head of state or his authorized representatives; (2) Signing as a means of authenticating the instrument and symbolizing the good faith of the parties; (3) Ratification as the formal act by which a state confirms and accepts the provisions of a treaty concluded by its representatives; and (4) Exchange of the instruments of ratification. Bayan Muna v. Executive Secretary (Philippine Case, 2011) The Philippines signed the Rome Statute but did not ratify it. After signing, the Philippines entered into a Bilateral Agreement with the United States where it agreed that it would not surrender any US national to an international tribunal without the consent of the US. The petitioners claimed that this agreement was in violation of specific provisions of the Rome Statute. The Court distinguished between a signatory state and a state-party: the former is only obliged to refrain from acts which would defeat the object and purpose of the treaty since it has yet to ratify; the latter, having ratified, is legally obliged to follow all the provisions of the treaty in good faith. Bayan v. Zamora (2000) and Nicolas v. Romulo, Salonga et al. v. Executive Secretary (2009) – Philippine Cases with the same issue In both these cases, the petitioners challenged the constitutionality of the VFA and assailed its status as a treaty binding the Philippines, since the US Senate did not ratify it. In both cases, the Court held that the VFA was constitutional. In the 2000 case, it held that executive agreements were binding as treaties, regardless of concurrence by Congress. In the 2009 case, the Court ruled that the VFA was the implementing agreement to the main RP-US Mutual Defense Treaty and there was no need to submit it to the US Senate for consent. Medellin v. Texas (American Case, 2008) Medellin invoked his right under international law to the review and reconsideration of his death sentence. The Court explained that while treaties may comprise international commitments, they are not domestic law unless Congress has either enacted implementing statutes or the treaty itself conveys an intention that it be self-executing and is ratified on these terms. G. Nationality and Statelessness Nationality is the legal bond between a person and a state. It is a relationship that gives rise to material rights and obligations on the part of the individual and the state concerned. It is a mutual relationship between state and individual. (Weis, “Nationality and Statelessness”) Article 1 of the Convention Relating to the Status of Stateless Persons A stateless person is a person who is not considered a national by any state under the operation of its law. 203 CASES: Nottebohm Case (Liechtenstein v. Guatemala, ICJ Case, 1955) Nottebohm was extradited to the United States with the help of the Guatemalan government, who considered him to be a German who had never acquired citizenship from Liechtenstein. The Court agreed with Guatemala and explained that nationality is a legal bond having as its basis a social fact of attachment, a genuine connection of existence, interests, and sentiments, together with reciprocal rights and duties. It is the juridical expression of the fact that the individual upon whom it is conferred is more closely connected with the population of the state conferring nationality than with that of any other state. Kookooritchkin v. Solicitor General (Philippine Case, 1948) At war with Russia’s communist government, Kookooritchkin fled to the Philippines and filed a petition for naturalization after 25 years of living in the country. The Solicitor General opposed on the ground that he had failed to show that he had lost his Russian citizenship under Russian laws. The Court ruled in favor of Kookooritchkin, finding that he was a stateless refugee who had lost all bonds of attachment to his former fatherland, with which he had been at war prior to his arrival in the country. H. State Responsibility The doctrine of state responsibility is simply that if a state violates a customary rule of international law or a treaty obligation, it commits an “internationally wrongful act” for which the State must be held responsible. The International Law Commission’s Draft Articles on State Responsibility is instructive as to when there is state responsibility. Article 1 of the ILC Draft Articles. Responsibility of a State for its internationally wrongful acts Every internationally wrongful act of a State entails the international responsibility of that State. Article 2 of the ILC Draft Articles. Elements of an internationally wrongful act of a State There is an internationally wrongful act of a State when conduct consisting of an action or omission: (a) Is attributable to the State under international law; and (b) Constitutes a breach of an international obligation of the State. Article 3. Characterization of an act of a State as internationally wrongful The characterization of an act of a State as internationally wrongful is governed by international law. Such characterization is not affected by the characterization of the same act as lawful by internal law. In general, there must be (1) an act or omission attributable to the state; and (2) a breach of an international obligation (from any source of international law). The ILC Draft Articles also provide for the standard of strict liability, i.e. intent, fault, or negligence is not required for a State to be held responsible as long as breach of international law is shown. Intent, fault, or negligence are only material in determining the amount of reparations to be made. 204 Finally, the ILC Draft Articles provides for the consequences of state responsibility: Article 30 of the ILC Draft Articles. Cessation and non-repetition The State responsible for the internationally wrongful act is under an obligation to: (a) Cease that act, if it is continuing; and (b) Offer appropriate assurances and guarantees of non-repetition, if circumstances so require. CASE: Legal Consequences of the Construction of a Wall in the Occupied Palestinian Territory (ICJ Advisory Opinion) The ICJ opined that the construction of a wall by Israel, the occupying power in the Palestinian Territory, resulted in de facto annexation which is contrary to international law, in particular the UN Charter on the Use of Force and international humanitarian law. The Court then enumerated the legal consequences of an internationally wrongful act: (1) full reparation for the injury caused by the internationally wrongful act (injury may consist of material or moral damage); (2) the responsible state is under duty to perform the obligation breached; and (3) cessation of the wrongful act if it is still continuing, as well as the offering of assurances and guarantees of non-repetition, if circumstances so require. Acts of State Organs The acts of organs or officials of a state are attributed to that state as its own acts in determining its responsibility for internationally wrongful conduct. Article 4 of the ILC Draft Articles. Conduct of organs of a State 1. The conduct of any State organ shall be considered an act of that State under international law, whether the organ exercises legislative, executive, judicial, or any other functions, whatever position it holds in the organization of the State, and whatever its character as an organ of the central Government or of a territorial unit of the State. 2. An organ includes any person or entity which has that status in accordance with the internal law of the State. Article 7 of the ILC Draft Articles. Excess of authority or contravention of instructions The conduct of an organ of a State or of a person or entity empowered to exercise elements of the governmental authority shall be considered an act of the State under international law if the organ, person, or entity acts in that capacity, even if it exceeds its authority or contravenes instructions. CASES: Union Bridge Company Claim (“US v. Great Britain”, 1924) Harrison, the storekeeper of the Cape Government Railways at Port Elizabeth and agent of the British government, moved Union Bridge material from Port Elizabeth to the Imperial Military Railways on instructions he received. The Court ruled that the consignment of the material was a wrongful interference with property, and since Harrison committed the act under instructions, such instructions fixed liability on the British government. This liability was not affected by the fact that the act was done under a mistake and without intention to appropriate the material. 205 Youmans Claim (“US v. Mexico”, 1926) A mob killed three American nationals and the Mexican police’s attempt to quell the mob under the local mayor’s instructions led to the opening of fire and more killings. The Court held Mexico liable for the acts of its police, ruling that a wrongful act of an official acting in the discharge of his duties can be attributable to the government and the state can be held liable. The Court refused to consider the police’s acts as being done in the police’s private capacity, since at the time of commission of such acts they were on duty and under the immediate supervision and in the presence of a commanding officer. Acts of Private Individuals 1. Instructions/Control Article 8 of the ILC Draft Articles. Conduct directed or controlled by a State The conduct of a person or a group of persons shall be considered an act of a State under international law if the person or group of persons is in fact acting on the instructions of, or under the control of that State in carrying out the conduct. CASES: Nicaragua v. United States (supra) The Court held the conduct of the rebels (the contras) to be attributable to the United States and ruled that the latter were responsible for the breaches of international humanitarian law committed by the contras. In particular, the Court noted that the US exercised effective control over the rebels, since it provided planning, direction, and support to the contras. Zafiro Claim (“Great Britain v. United States”, 1925) The Zafiro was a private ship commissioned by the US military and crewed by Chinese soldiers who proceeded to loot houses in Cavite during the Spanish-American War while they were on shore leave. The Court held the US liable for the whole damage caused, as the Chinese Crew was shown to have participated to a substantial extent and the part chargeable to unknown wrongdoers could not be identified. The Court disallowed the claim for legal interest, however, since the US did not exercise effective control over the Chinese crew at the time when the real damage took place. 2. Ratification Article 11 of the ILC Draft Articles. Conduct acknowledged and adopted by a State as its own Conduct which is not attributable to a State under the preceding articles shall nevertheless be considered an act of that State under international law if and to the extent that the State acknowledges and adopts the conduct in question as its own. CASES: United States v. Iran (ICJ Case, 1983) (As portrayed in the film Argo) The United States Embassy and its staff in Iran were seized by protesters without any intervention from Iranian authorities. Later on, the Ayatollah made statements supporting the actions of the protesters. The Court explained that the initial takeover of the embassy was not attributable to the state. Attribution would be present only when it is established that the acts were carried out in response to specific instructions from a component organ of the State. However, the 206 statements of support and encouragement of the continuing detention of hostages made the militants’ acts the acts of the Iranian State. Rainbow Warrior Arbitration (1980) French agents destroyed the Rainbow Warrior, a Greenpeace International Vessel, while it was in harbor in New Zealand, prompting NZ to prosecute two captured French agents under the Directorate General of External Security. A communique from the Prime Minister of France confirmed that the agents were acting under the French government’s instructions. The Court went on to determine the extent of compensation that France would pay on account of its international responsibility. 3. Conduct of insurrectional movement Article 10 of the ILC Draft Articles. Conduct of an insurrectional or other movement 1. The conduct of an insurrectional movement which becomes the new Government of the State shall be considered an act of that State under international law. 2. The conduct of a movement, insurrectional or other, which succeeds in establishing a new State in part of the territory of a pre-existing State or in a territory under its administration, shall be considered an act of the new State under international law. 3. This article is without prejudice to the attribution to a State of any other conduct, however related to that of the movement concerned, which is to be considered an act of that State by virtue of Articles 4 to 9. CASE: Bolivar Railway Company Claim (“Great Britain v. Venezuela”, 1903) After the revolution in Venezuela that brought Castro into power, Bolivar filed claims against Venezuela and Castro in respect of obligations incurred by both the old and new governments. The Court allowed the claims, explaining that responsibility was allowed in this case because what is involved is the same nation. Nations do not die when there is a change of government; these changes are but expressions of a change of national will. The nation is responsible for the debts contracted by its titular government until the obligation is discharged. The nation is responsible for the obligations of a successful revolution from its beginning, since such revolution represents ab initio a changing national will, crystalizing in the finally successful result. 4. Color of Authority Article 9 of the ILC Draft Articles. Conduct carried out in the absence of or default of official authorities The conduct of a person or group of persons shall be considered an act of a State under international law if the person or group of persons is in fact exercising elements of the governmental authority in the absence or default of the official authorities and in circumstances such as to call for the exercise of those elements of authority. 207 5. Empowered by law to exercise authority Article 5 of the ILC Draft Articles. Conduct of persons or entities exercising elements of governmental authority The conduct of a person or entity which is not an organ of the State under Article 4 but which is empowered by the law of that State to exercise elements of the governmental authority shall be considered an act of the State under international law, provided the person or entity is acting that capacity in the particular instance. I. Jurisdiction of States 1. Territoriality Principle The fundamental source of jurisdiction is sovereignty over territory. A state has absolute, but not necessarily exclusive, power to prescribe, adjudicate, and enforce rules for conduct that occurs within its territory. This is why the determination of territorial boundaries are so important. (Bernas) CASE: Trail Smelter Case (Arbitration between US and Canada, 1938 – 1941) The US brought Canada to arbitration over fumes discharged from the smelter of the Consolidated Mining and Smelting Company in Trail, British Columbia. The Court reiterated the “effects doctrine”, where a state also has jurisdiction over acts occurring outside its territory when the effects of the acts are felt within it. This doctrine has two facets: (1) the subjective territorial principle, where there is jurisdiction to prosecute and punish a crime committed within the state but completed or consummated abroad; and (2) the objective territorial principle where there is jurisdiction to prosecute and punish a crime commenced outside the state but consummated within its territory. 2. Nationality Principle and Statelessness The nationality principle provides that every state has jurisdiction over its nationals even when those nationals are outside the state. (Bernas) Stateless persons are those who do not have a nationality. They are either de jure or de facto stateless. De jure stateless persons are those who have lost their nationality, if they had one, and have not acquired a new one. De facto stateless persons are those who have a nationality but to whom protection is denied by their state when out of the state. This is the situation of many refugees. (Bernas) CASE: Blackmer v. United States (American Case, 1932) Blackmer was an American living in France who was adjudged guilty of contempt for failure to respond to subpoenas served upon him in France. The Court ruled that while he may have removed his residence to France, it was undisputed that he continued to be a citizen of the United States. As such, he owed allegiance to the US and the US retained authority over him, hence he was bound by its laws even though he was a resident abroad. 208 3. Protective Principle A state may exercise jurisdiction over conduct outside its territory that threatens its security as long as that conduct is generally recognized as criminal by states in the international community. (Restatement 402[3]) CASES: Joyce v. Director of Public Prosecutions (House of Lords, 1946) “Lord Haw Haw” was an American citizen who held a British passport until 1940. During World War II, he broadcast messages from Germany trying to convince the Allies to surrender. He was convicted of treason in the UK because “no principle of comity demands that a state should ignore the crime of treason committed against it outside its territory. A proper regard for the state’s security requires that all those who commit treasons, whether commit it within or without the realm, should be amenable to its laws.” United States v. Yunis (American Case, 1988) Yunis was one of the hijackers aboard a Jordanian plane that had three American nationals. The United States wanted to prosecute him and invoked the protective principle. The Court explained that the protective principle has been strictly construed to encompass only those offenses posing a direct, specific threat to national security. In this case, the hijackers never made any demands on the US government nor directly threatened its security. In fact, “it was almost happenstance that three American nationals were on board the aircraft.” 4. Universality Principle The universality principle recognizes that certain activities, universally dangerous to states and their subjects, require authority in all community members to punish such acts wherever they may occur, even absent a link between the state and the parties or the acts in question. This principle started with piracy but has now expanded to encompass genocide, crimes against humanity, war crimes, and terrorism. (Bernas) CASES: Filartiga v. Pena-Irala (American Case, 1980) This was a wrongful death action brought under the American Alien Torts Statute charging Pena-Irala, then the Inspector-General of the police in Paraguay, of torturing to death a teenage Paraguayan. The Court held that deliberate torture under the color of official authority violated customary international law, regardless of the nationality of the parties. Eichmann v. Attorney-General of Israel (Israeli Case, 1962) Eichmann was a high-ranking SS officer who played a central part in the implementation of “The Final Solution” that saw the persecution of millions of Jews in Europe during World War II. He escaped to Argentina after the war and was kidnapped by Israeli agents in 1960 so he could face trial in Israel under the latter’s domestic law. The Court explained that the crimes created by the Nazi Collaborators Law always bore the stamps of international crimes, banned by international law and entailing individual criminal liability. It is the universal character of these crimes that vests in each State the power to try and punish any who assisted in the commission of such crimes. Jurisdiction was automatically vested in the 209 State of Israel upon its establishment in 1948 as a sovereign State. It was immaterial that the crimes in question were committed when the State of Israel did not exist. 5. Passive Personality Principle The passive personality principle asserts that a state may apply law—particularly criminal law—to an act committed outside its territory by a person not its national where the victim of the act was its national. The principle has not been ordinarily accepted for ordinary torts or crimes, but it is increasingly accepted as applied to terrorist and other organized attacks on a state’s nationals by reason of their nationality, or to assassination of a state’s diplomatic representatives or other officials. (Comment on Section 402 of the Third Restatement) CASE: United States v. Yunis (supra) Citing the Third Restatement, the Court ruled that the passive personality principle (as well as the universality principle) were sufficient grounds to establish jurisdiction over a hijacker of a plane containing three American nationals. According to the Court, not only was the US acting on behalf of the world community to punish the commission of crimes that threaten the very foundations of world order, but the US has its own interest in protecting its nationals. 6. Conflicts of Jurisdiction Since there are various accepted principles for assuming jurisdiction, more than one state may have a valid claim to jurisdiction. American courts have attempted to develop three sophisticated modes of resolving conflict of jurisdiction (Bernas): a. Balancing Test – when the answer to the three questions below is YES, the court will assume jurisdiction: i. Is there an actual or intended effect on the state? ii. Is the effect sufficiently large to present a cognizable injury to the state? iii. Are the interest of, and link to, the state sufficiently strong (vis-à-vis those of other nations) to justify an assertion of extraordinary authority? b. International Comity – even when a state has basis for exercising jurisdiction, it will refrain from doing so if its exercise will be unreasonable. Unreasonableness is determined by evaluating various factors, such as— i. The link of the activity to the territory of the regulating state; ii. The connection (e.g. nationality, residence, or economic activity) between the regulating state and the person principally responsible for the activity to be regulated; iii. The character of the activity to be regulated; iv. The existence of justified expectations that might be protected or hurt by the regulation; or 210 v. The likelihood of conflict with regulation by another state c. Forum non conveniens – “If in the whole circumstances of the case it be discovered that there is a real unfairness to one of the suitors in permitting the choice of a forum which is not the natural or proper forum, either on the ground of convenience of trial or the residence or domicile of the parties or of its being the locus contractus, or locus solutionis, then the doctrine of forum non conveniens is properly applied.” There are public and private interest factors that the court must consider: i. Private interest factors: access to sources of proof, availability of compulsory process for unwilling witnesses, and other personal problems which make trial easy, expeditious, and inexpensive ii. Public interest factors: congestion, desire to settle local controversies at home, and having the case tried in a forum at home with the applicable law J. Treatment of Aliens Extradition Extradition is the surrender of an individual by the state within whose territory he is found to the state under whose laws he is alleged to have committed a crime or to have been convicted of a crime. It is a process that is governed by treaty. The legal right to demand extradition and the correlative duty to surrender a fugitive exist only when created by treaty. (Bernas) Extradition is the removal of an accused from the Philippines with the object of placing him at the disposal of foreign authorities to enable the requesting state to hold him in connection with any criminal investigation directed against him or the execution of a penalty imposed on him under the penal or criminal law of the requesting state or government. (“U.S. v. Purganan”, below) Fundamental Principles (from Bernas) 1. No state is obliged to extradite unless there is a treaty; 2. Differences in legal system can be an obstacle to interpretation of what the crime is; and 3. Religious and political offenses are not extraditable CASES: Ker v. Illinois (American Case, 1986) Ker was kidnapped from Peru and brought to Cook County to face larceny and embezzlement charges. Ker claimed that the extradition treaty between Illinois and Peru was violated. The Court ruled that there was no prohibition on abduction in the treaty. Furthermore, any irregularity in the manner of obtaining custody does not affect jurisdiction. Forcible abduction is no sufficient reason why a party should not answer when brought within the jurisdiction of the court which has a right to try him. 211 United States v. Alvarez-Machain (American Case, 1992) Machain was abducted from Mexico and brought to Texas, where he was charged with the killing of a US Drug Enforcement Agency agent. He argued that the abduction was in violation of the US-Mexican Extradition Treaty. The Court ruled that the terms of the treaty did not contain any prohibition against abduction, in essence reiterating the ruling in Ker v. Illinois. United States v. Judge Purganan (“Mark Jimenez Case”, Philippine Case, 2002) In 1999, the United States sent a note verbale to the Philippine government requesting the extradition of Mark Jimenez for various crimes (among them tax evasion, conspiracy to defraud the US government, and illegal election contributions). Ultimately the Court directed the RTC to conduct extradition proceedings in compliance with the treaty between the US and the Philippines, as well as the Philippine Extradition Law. Proceeding for Extradition (based on the Mark Jimenez Cases, the Extradition Treaty, and the Extradition Law, P.D. 1609) 1. There is an extradition request made by the foreign diplomat of the requesting state addressed to the Secretary of Foreign Affairs which contains the copy of the criminal charge, recital of the acts for which extradition is requested, the text of the applicable law, and other supporting documents. It is the task of the executive to evaluate the sufficiency of the request. 2. Upon finding that the request is sufficient, the DFA shall deliver it to the Secretary of Justice who shall immediately designate and authorize the lawyer to handle the case. An extradition petition shall be filed with the appropriate RTC. The judge shall summon the person to be extradited and may immediately issue a warrant of arrest in order to bring him before the court. 3. The extradition hearing shall not be inconsistent with summary proceedings (since extradition proceedings are summary in nature). Upon receipt of the petition, the judge shall make a prima facie finding as to whether the petition is sufficient in form and substance, whether it complies with the Extradition Treaty and Law, and whether the person sought is extraditable. In the course of the proceedings, the judge will determine whether the person is extraditable and if the offense for which extradition is requested is a political one. 4. The RTC’s decision may be appealed to the Court of Appeals within ten days. The CA decision shall be final and executory. 5. The decision (of the RTC or CA, as the case may be) shall be forwarded to the DFA through the DOJ. 6. The individual to be extradited is placed at the disposal of the authorities of the requesting state, which shall shoulder the costs and expenses of the proceedings. 212 Table 4. Extradition and deportation distinguished Extradition Deportation The removal of an accused from the Expulsion of an unwanted or undesirable Philippines with the object of placing him at alien the disposal of foreign authorities Only available if there is a treaty between A purely unilateral act and exercise of the state making the request and the state sovereignty being requested Done in the interest of the state making the Done in the interest of the country of request residence K. International Human Rights Law (IHRL) Human rights are rights held simply by virtue of being a human being. They are part and parcel of the integrity and dignity of the human being. They cannot be given or withdrawn at will by any domestic legal system. Although human rights are most effectively implemented by the domestic legal system, that system is not the source of the rights. Human rights law is different from international human rights law in general in that obligations are owed directly to individuals and not to the national government of an individual. It provides for individuals to have access to tribunals and for the effective guarantee of the obligations owed to them on account of their human rights. (Higgins) 1. The Universal Declaration of Human Rights The emergence of an international bill of human rights was prompted by the atrocities committed in World War II that solidified the view that the way nations treat people under their jurisdiction is no longer just a domestic concern but also one that calls for the attention of the international community. (Bernas) The Universal Declaration of Human Rights was adopted and proclaimed by the UN General Assembly on 10 December 1948. It is not binding upon states in the sense of a law or treaty, but it provides a common standard for international human rights. 2. The International Covenant on Civil and Political Rights The ICCPR was adopted by the UN General Assembly on 16 December 1966. It takes the common standard provided for in the UDHR and makes it binding on all states party to it. The substantive rights in the ICCPR are provided in Articles 1 and 6 to 27. It is of note that the first substantive right provided for is self-determination. Article 1 of the ICCPR 1. All peoples have the right of self-determination. By virtue of that right they freely determine their political status and freely pursue their economic, social, and cultural development. 2. All peoples have the right, for their own ends, to freely dispose of their natural wealth and resources without prejudice to any obligations arising out of international economic cooperation, based upon the principle of mutual benefit, and international law. In no case may a people be deprived of its own means of subsistence. 213 Non-Derogable Rights Not all rights under the ICCPR are non-derogable. As provided in Article 4 of the ICCPR, in a time of public emergency which threatens the life of the nation and the existence of which is officially proclaimed, the States Parties to the Covenant may take measures derogating from their obligations under the ICCPR to the extent strictly required by the exigencies of the situation, provided that such measures are not inconsistent with their other obligations under international law and do not involve discrimination solely on the ground of race, color, sex, language, religion, or social origin. The following rights are non-derogable, meaning even in times of public emergency States Parties are bound to their obligations under the ICCPR: 1. Right to life (Article 6) 2. Freedom from torture and other inhuman punishment (Article 7) 3. Freedom from enslavement or servitude (Article 8) 4. Protection from imprisonment for inability to fulfill contractual obligations (Article 11) 5. Protection from ex post facto laws (Article 15) 6. Right to recognition everywhere as a person before the law (Article 16) 7. Freedom of thought, conscience, and religion (Article 18) Optional Protocols to the ICCPR 1. The First Optional Protocol is a separate treaty which enables private parties (i.e. individuals) who are victims of human rights violations to file complaints directly with the Human Rights Committee created by the Covenant. However, complaints may only be filed against States Parties to the ICCPR. 2. The Second Optional Protocol was aimed at the abolition of the death penalty. 3. The International Covenant on Economic, Social, and Cultural Rights The ICESCR was adopted on the same day as the ICCPR. The need for two separate treaties was both ideological and practical. Ideologically, the contest was between Western countries on the one hand, which argued that their governments would have difficulty accepting economic and cultural rights beyond those provided in their respective Constitutions and domestic laws. On the other hand, socialist and developing countries argued that the absence of economic, social, and cultural guarantees would render civil and political rights meaningless. The practical consideration was the notion that civil and political rights could be implemented immediately, whereas social and cultural rights could only be done gradually and dependently on development conditions. (Bernas) The rights specific to the ICESCR are “social welfare rights stated in detail” (Bernas), notably: 1. Right to work (Article 6) 2. Right to favorable conditions of work (Article 7) 214 3. Right to form free trade unions (Article 8) 4. Right to social security and insurance (Article 9) 5. Right to special assistance for families (Article 10) 6. Right to adequate standard of living (Article 11) 7. Right to the highest standard of physical and mental health (Article 12) 8. Right to education including compulsory primary education (Articles 13 and 14) 9. Right to the enjoyment of cultural and scientific benefits and international contacts (Article 15) Limits on the rights provided in the ICESCR Article 4 of the ICESCR The State may subject such rights only to such limitations as are determined by law only insofar as this may be compatible with the nature of these rights and solely for the purpose of promoting the general welfare in a democratic society. L. International Humanitarian Law (IHL) and Neutrality International humanitarian law (IHL) is the law of war or the law of armed conflict. It seeks to protect those most vulnerable in times of armed conflict (e.g. civilians, the wounded and sick, prisoners of war, women and children) and tries to constrain the conduct of military operations in a humanitarian fashion. (Shaw, “International Law”) While states have always sought to regulate the conduct of warfare, IHL as understood today was the product of the efforts of Henry Dunant, a Swiss businessman who was horrified by what he witnessed at the Battle of Solferino. He wrote a book based on his experience (A Memory of Solferino) and inspired the creation of the International Red Cross in 1863. Primary sources of IHL 1. The Geneva Conventions of 1949: Geneva I – Wounded and Sick on the Battlefield Geneva II – Wounded, Sick, and Shipwrecked at Sea Geneva III – Prisoners of War Geneva IV – Civilians 2. Additional Protocols to the Geneva Conventions: Protocol I – International Armed Conflicts Protocol II – Non-International Armed Conflicts 3. The Hague Conventions on the Means and Methods of Warfare 4. IHRL 215 The Philippines in 2009 enacted R.A. 9851, or the Philippine Act on Crimes Against International Humanitarian Law, Genocide, and Other Crimes Against Humanity. In it, the Philippines adopted the generally accepted principles of international humanitarian law, including the Hague Conventions and Geneva Conventions, as part of the law of the land. Jus in bello cf. Jus ad bellum (Higgins) IHL is jus in bello, the law of armed conflict. It is operative only under specific circumstances, i.e. the existence of an international or non-international armed conflict, and can be found in customary and conventional law (most of which has been embodied in the Hague and Geneva Conventions). It is the set of laws that come into effect once a war has begun. Jus ad bellum is the law on the use of armed force and is governed by provisions in the UN Charter. It is the law that defines the legitimate reasons a state may use force and engage in war and focuses on what criteria renders a war just. As a general rule, all members of the UN must refrain from the threat or use of force against any state (as provided in Article 2 of the UN Charter). However, a state may use force when (a) the Security Council has authorized collective action to maintain or enforce international peace and security (under Article 51 of the UN Charter); or (b) an armed attack occurs against a state (Article 42 of the UN Charter). Table 5. IHRL and IHL distinguished IHRL Origin Modern (20th Century) Structure Period Subjects Enforceable rights/duties IHL Ancient (people have always sought to govern the conduct of warfare) 1. Provides only minimum Non-derogable code of conduct standards 2. State sovereignty is recognized and states are given leeway in enforcing human rights Applicable at all times Applicable only in times of armed conflict Primarily concerns states in Covers the conduct of State and their dealings with individuals non-state actors Political, economic, and 1. Limits the suffering of those cultural rights not actively participating in the armed conflict 2. Limits the means and methods of warfare 216 1. Categories of armed conflicts a. International armed conflict Common Article 2 of the Geneva Conventions An international armed conflict is one in which at least two States are involved. It includes all cases of declared war or of any other armed conflict which may arise between two or more states which are parties to the Conventions, even if the state of war is not recognized by one of them, and all cases of partial or total occupation of the territory of a State Party, even if the said occupation meets with no armed resistance. The operative rules covering an international armed conflict are found in the Geneva Conventions and Additional Protocol I. b. Non-International (referred to some as “internal”) armed conflict Non-international armed conflicts are those which occur in the territory of a single State between its organized armed forces and dissidents, or between armed groups against one another. Non-international armed conflicts are governed by Common Article 3 of the Geneva Conventions and by Additional Protocol II. c. War of national liberation This is not a separate category of armed conflict. A war of national liberation is strictly classified as an international armed conflict and is properly defined in Additional Protocol I to the Geneva Conventions. Article 1(4) of Additional Protocol I to the Geneva Conventions An armed conflict may be of such nature in which peoples are fighting against colonial domination and alien occupation and against racist regimes in the exercise of their right of self-determination, as enshrined in the UN Charter and the Declaration of Principles of International Law concerning friendly relations and cooperation among States in accordance with the UN Charter. CASES: Prosecutor v. Tadic (Appeals Judgment, 1999, International Criminal Tribunal for the Former Yugoslavia) Tadic was a Bosnian-Serb who was convicted of 9 out of 31 counts of war crimes for his conduct in several concentration camps in Bosnia-Herzegovina. In order to convict him with war crime, the Court had to explain why Tadic’s conduct was covered by the law of war. An armed conflict exists whenever there is a resort to armed force between States or protracted armed violence between governmental authorities and organized armed groups, or between such groups within a State. The former refers to an international armed conflict, the latter to non-international armed conflicts. It is also possible for a noninternational armed conflict to be transformed into an international armed conflict when another state intervenes in the conflict by sending troops or when some of the participants to an internal armed conflict act on behalf of another state. 217 Prosecutor v. Limaj (Appeals Judgment, International Criminal Tribunal for the Former Yugoslavia, 2005) Limaj and his co-accused where charged with war crimes for their acts in a prison camp. Following the guidelines in Tadic, the Court further qualified that the criteria used to determine the existence of a noninternational armed conflict are (1) the intensity of the conflict and (2) the organization of the parties. These criteria are used to distinguish armed conflict from banditry, unorganized and short-lived insurrections, or terrorist activities which are not subject to IHL. 2. Core international obligations of states under IHL Parties to an armed conflict shall respect and ensure respect for international humanitarian law (Common Article 1 of the Geneva Conventions) CASE: Legality of the Threat or Use of Nuclear Weapons (supra) In searching for a customary rule specifically proscribing the threat or use of nuclear weapons per se, the Court established the cardinal principles contained in IHL: 1. States must never make civilians the object of attack and must consequently never use weapons that are incapable of distinguishing between civilian and military targets 2. It is prohibited to cause unnecessary suffering to combatants, hence it is also prohibited to use weapons that would cause them such unnecessary harm or uselessly aggravate their suffering. States do not have unlimited freedom of choice of means in the weapons they use 3. Principles of IHL a. The Principle of Distinction Article 48 of Additional Protocol I The parties to the conflict must at all times distinguish between the civilian population and combatants and between civilian objects and military objectives and accordingly shall direct their operations only against military objectives. b. The Principle of Necessity Article 57(3) of Additional Protocol I When a choice is possible between several military objectives for obtaining a similar military advantage, the objective to be selected shall be the attack which may be expected to cause the least danger to civilian lives and to civilian objects. 218 c. The Principle of Proportionality Article 51(4) of Additional Protocol I Indiscriminate attacks are prohibited. Article 51(5)(b) Among others, the following are considered to be indiscriminate attacks: xxx (b) an attack which may be expected to cause incidental loss of civilian life, injury to civilians, damage to civilian objects, or a combination thereof, which would be excessive in relation to the concrete and direct military advantage anticipated. d. The Principle of Precaution Article 57(1) of Additional Protocol I In the conduct of military operations, constant care shall be taken to spare the civilian population, civilians, and civilian objects. CASES: Prosecutor v. Kordic & Cerkez (Appeals Judgment, ICTY, 2001) Kordic was convicted for war crimes committed against the Bosnian Muslim population during the Bosnian-Croat War. In ruling against his defense of military necessity and consequent civilian casualties, the Court explained that international customary law recognizes that collateral damage is not unlawful per se, provided that the principles of distinction and proportionality are respected. Prosecutor v. Galic (Trial Judgment, ICTY, 2003) Galic was convicted of crimes against humanity for acts during the Siege of Sarajevo in the War in Bosnia and Herzegovina. His many acts included intentionally launching attacks to spread terror among the civilian population, which he defended as an act of military necessity. The Court convicted him, explaining that if excessive casualties are expected to result, the attack should not be pursued. The test for proportionality is whether a reasonably well-informed person in the circumstances of the actual perpetrator, making reasonable use of the information available to him or her, could have expected excessive civilian casualties to result from the attack. Treatment of Civilians Article 50 of Additional Protocol I A civilian is any person who does not belong to an armed force and who is not a combatant. In case of doubt as to whether a person is a civilian, that person shall be considered to be a civilian. Article 51 of Additional Protocol I The civilian population and individual civilians shall enjoy general protection against dangers arising from military operations. To give effect to this protection, the following rules, which are additional to the other applicable rules of International Law, shall be observed in all circumstances: 219 1. The civilian population as well as individual civilians shall not be the object of attack. Acts or threats of violence, the primary purpose of which is to spread terror among the civilian population, are prohibited. 2. Attacks against the civilian population or civilians by way of reprisals are prohibited. Treatment of Prisoners of War As provided in Article 4 of Geneva III, prisoners of war are: 1. Members of the armed forces of a party to the conflict, including militia or volunteer corps 2. Militia or volunteer corps operating in or outside their own territory, even if such territory is occupied, provided that (a) they are being commanded by a person responsible for his subordinates; (b) they have a fixed distinctive sign recognizable at a distance; (c) they carry arms openly; and (d) they conduct operations in accordance with the laws and customs of war 3. Members of regular armed forces who profess allegiance to a government or authority not recognized by the Detaining Power 4. Civilians who accompany the armed forces, provided that they have received authorization from the armed forces which they accompany 5. Members of crews of merchant marines and the crews of civil aircraft of the parties to the conflict 6. Inhabitants of a non-occupied territory who on the approach of the enemy spontaneously take up arms to resist the invading forces, without having had time to form themselves into regular armed units, provided they carry arms openly and respect the laws and customs of war 7. Persons belonging to the armed forces of the occupied territory As provided in Geneva III, prisoners of war are entitled to several basic protections: Article 12 Prisoners of war may only be transferred by the Detaining Power to a Power which is also a party to Geneva Convention III. Article 13 Prisoners of war must at all times be humanely treated. No prisoner of war may be subjected to physical mutilation or to medical or scientific experiments of any kind which are not justified by the medical, dental, or hospital treatment of the prisoner concerned and carried out in his interest. They must at all times be protected, particularly against acts of violence or intimidation, or insults and public curiosity. Measures of reprisals against prisoners of war are prohibited. 220 Article 15 Prisoners of war shall be free of charge for their maintenance and for medical attention required by their state of health. Article 14. Women shall be treated with all regard due to their sex and shall in all cases benefit by treatment as favorable as granted to men. (Also see Article 75 of Protocol I: Women shall be held in quarters separated from men’s quarters. They shall be under immediate supervision of women. Nevertheless, in cases where families are detained or interned, they shall, whenever possible, be held in the same place and accommodated as family units.) 4. Law on neutrality As provided in the Hague Convention Respecting the Rights and Duties of Neutral Powers, the law on neutrality is as follows: 1. The territory of the neutral power is inviolable 2. Belligerents are forbidden to move troops or munitions of war and supplies across the territory of a neutral power 3. A neutral power is forbidden to allow belligerents to use its territory for moving troops, establishing communication facilities, or forming corps of combatants 4. Troops of belligerent armies received by a neutral power in its territory shall be interned away from the theatre of war 5. The neutral power may supply belligerents with food, clothing, or relief as required by humanity 6. If the neutral power receives escaped prisoners of war, it shall leave them at liberty. It may assign them a place of residence if it allows them to remain in its territory. 7. The neutral power may authorize the passage into its territory of the sick and wounded if the means of transport bringing them does not carry personnel or materials of war. M. The Law of the Sea The United Nations Convention on the Law of the Sea (UNCLOS) is a body of treaty rules and customary norms governing the uses of the sea, the exploitation of its resources, and the exercise of jurisdiction over maritime regimes. It is the branch of public international law which regulates the relations of states with respect to the uses of the oceans. (Magallona) A vital feature of maritime law is the baseline, or the line from which the breadth of the territorial sea and other maritime zones is measured. There are “normal baselines” for most coastal states and baselines for a different category of states (i.e. archipelagic states). The normal baseline is “the low-water line along 221 the coast as marked on large-scale charts officially recognized by the coastal state.” (Article 5 of the UNCLOS) CASE: Anglo-Norwegian Fisheries Case (supra) In order to determine the “low-water line”, what is followed is the mean between the two tides, or the low-water mark as opposed to the high-water mark. Internal Waters Article 8 of the UNCLOS Waters on the landward side of the baseline of the territorial sea form part of the internal waters of the State. Examples: Bays, estuaries, ports, rivers, canals, lakes, and inland seas Note! In the case of archipelagic states, waters landward of the baseline—other than rivers, bays, and lakes— are considered archipelagic waters (not internal waters) subject to a different maritime regime. A state has sovereignty over its internal waters. As a general rule, therefore, no other states may enjoy the right of innocent passage. However, there are exceptions to this rule: (1) there is a treaty granting the right; (2) a ship is in distress and there is a risk posed against the lives of those on board; and (3) after baselines are drawn internal waters encompass what were either territorial waters or straits used for international navigation. Innocent Passage Article 18 of the UNCLOS: Passage means the navigation through the territorial sea for the purpose of crossing that sea without entering internal waters or of proceeding to or from internal waters. It may include temporary stoppages, but only if they are incidental to ordinary navigation or necessitated by distress or force majeure. Article 19 of the UNCLOS: Passage is innocent so long as it is not prejudicial to the peace, good order, or security of the coastal state. Such passage shall take place in conformity with this Convention and with other rules of international law. CASES Nicaragua v. United States (supra) The laying of mines in Nicaragua’s ports was one of the grounds for the US’ obligation to pay compensation. A state’s sovereignty extends to internal waters and airspace, and the state’s laws apply over such areas. The laying of mines also hampered the state’s right to freedom of navigation—not just of Nicaraguan ships, but foreign ships. Saudi Arabia v. ARAMCO (supra) The ports of every state must be open to foreign merchant vessels and can only be closed when the vital interests of the state so require. 222 Magallona et al. v. Executive Secretary (Philippine Case, 2011) The petitioners assailed the constitutionality of R.A. 9522 (the Baseline Law), alleging that it reduced Philippine territory, opened Philippine waters landward of the boundaries drawn up in the Treaty of Paris to passage by all vessels and aircraft, and consequently undermined Philippine sovereignty and national security. The Court upheld the law’s constitutionality, finding that the drawing of the baselines from the archipelago’s outermost islands and drying reefs was merely in compliance with the Philippines’ obligations under UNCLOS. As to the conversion of internal waters to archipelagic waters, the Court emphasized that the Philippines would still exercise sovereignty over archipelagic waters—subject only to the right of innocent passage and the right of passage through sea lanes. The Territorial Sea Article 2(1) of the UNCLOS A coastal state’s sovereignty extends beyond its land territory and internal waters to an adjacent belt of sea known as the territorial sea, although sometimes referred to as “territorial waters.” Sovereignty extends also to the bed and subsoil of the territorial sea and the air space above it. Article 3 of the UNCLOS Every state has the right to establish the breadth of its territorial sea up to a limit not exceeding 12 nautical miles, measured from baselines determined in accordance with this Convention. Article 17 of the UNCLOS Ships of all states, whether coastal or landlocked, enjoy the right of innocent passage through the territorial sea. Note! The provision does not distinguish between merchant ships or warships, meaning even warships enjoy the right of innocent passage through the territorial sea. As defined in Article 29 of the UNCLOS, a warship is “a ship belonging to the armed forces of a state, bearing the external marks distinguishing such ships of its nationality, under the command of an officer duly commissioned by the government of the state and whose name appears in the appropriate service list or its equivalent, and manned by a crew which is under the regular armed forces discipline.” Obligations of a state pertaining to its territorial sea (Article 20 – 25 of UNCLOS) 1. Protect navigational aids, cables, and pipelines 2. Conserve marine living resources 3. Overall environmental protection and scientific research 4. Preventing the infringement of customs, fiscal, immigration, and sanitary laws 5. Ensuring the safety of navigation 6. Take the necessary steps to prevent passage which is not innocent 223 When passage ceases to be innocent (Article 19[2] of the UNCLOS) a. Any threat or use of force against the sovereignty, territorial integrity, or political independence of the coastal state b. Any other violation of the principles of international law embodied in the UN Charter c. Any act aimed at collecting information to the prejudice of the defense or security of the coastal state d. Any act of propaganda aimed at affecting the defense or security of the coastal state e. The launching, landing, or taking on board of any aircraft or military device f. The loading or unloading of any commodity, currency, or person contrary to the customs, fiscal, immigration, and sanitary regulations of the coastal state g. Any act of willful or serious pollution contrary to this Convention h. Any fishing activities i. The carrying out of research or survey activities j. Any act aimed at interfering with any communication systems, facilities, or installations of the coastal state k. Any other activity not having direct bearing on passage 7. The coastal state shall not impose requirements on foreign ships which have the effect of denying or impairing the right of innocent passage 8. The coastal state shall not discriminate against ships of any state, or against ships carrying cargo to and from or on behalf of any state 9. The coastal state shall warn all ships of any known danger to navigation within the territorial sea Rights of a state pertaining to its territorial sea In general, a state enjoys full sovereign rights and jurisdictional control over its territorial sea. In particular— 1. Exercise of criminal jurisdiction As a rule, a coastal state cannot exercise criminal jurisdiction on a foreign ship (or its passengers) passing through the territorial sea. However, there are exceptions (as provided in Article 27 of the UNCLOS): a. The consequences of the crime extend to the coastal state b. The crime disturbs the peace of the country or the good order of the territorial sea 224 c. The assistance of the local authorities has been requested by the master of the ship or by a diplomatic agent or consular officer of the flag state d. Such measures as are necessary for the suppression of illicit traffic in narcotic drugs or psychotropic substances 2. Exercise of civil jurisdiction As a rule, a coastal state cannot exercise civil jurisdiction over a foreign ship (or its passengers) passing through the territorial sea. However, there are exceptions (as provided in Article 28 of the UNCLOS): a. When the ship itself has assumed obligations or incurred liabilities in the course of its voyage through the coastal state b. If civil proceedings are commenced or concluded against a foreign ship in internal waters, the coastal state may subsequently levy an execution against or arrest the foreign ship even if it has already left internal waters and reached the territorial sea CASES The Gulf of Sidra Incidents (1989, published in the Italian Yearbook of International Law) Libya shot down American aircrafts that were allegedly conducting military exercises over the Gulf of Sidra. Libya claimed to be protecting its internal waters, as the Gulf of Sidra was not part of the territorial sea but was a “historic bay.” The notion that waters may be considered historically subject to the sovereignty of one state is “a relic of an older and obsolete regime.” While the international community might be willing to consider existing claims under highly exceptional circumstances, extravagant claims encroaching upon the common domain of the international community (i.e. the high seas) have always been rejected. Anglo-Norwegian Fisheries Case (supra) For the purpose of measuring the breadth of the territorial sea, it is the low-water mark, or the mean between the high and low tides, which has been generally used as the starting point by states. El Salvador v. Honduras with Nicaragua Intervening (supra) Also in dispute in this case was the sovereignty over the Gulf of Fonseca, which lay between the three states. The Court ruled that the Gulf was effectively a “closed sea” belonging communally to all three states with the exception of each state’s unilaterally-declared three-mile zone. After the states achieved independence in 1821, the waters remained undivided. The Court consequently held that the Gulf of Fonseca were “historic waters”, and the three states succeeded to communal sovereignty over it. Straits A straight is a naturally-formed, narrow waterway that connects two larger bodies of water. Article 34 of the UNCLOS (The legal status of waters forming straits used for international navigation) The regime of passage through straits used for international navigation established in this Convention shall not in other respects affect the legal status of the waters forming such straits or the exercise by the 225 states bordering the straits of their sovereignty or jurisdiction over such waters and their air space, seabed, and subsoil. Obligations of states bordering straits 1. Respect the right to transit passage The right to transit passage is the right to exercise freedom of navigation and overflight solely for the purpose of continuous and expeditious transit through the straits used for international navigation (e.g. between two areas of the high seas). All ships and aircraft enjoy the right of transit passage. (Article 38 of the UNCLOS) Note! The wording of the right to transit passage is important. It is the right to exercise freedom of navigation and overflight solely for the purpose of continuous and expeditious transit. If the ship or aircraft does not act in accordance with this right (e.g. the ship drops anchor in the strait for reasons other than distress or force majeure) the passage will cease to be subject to the regime of passage through straits and will instead be subject to the regime of the territorial sea or EEZ, as the case may be. (Article 39[1][c] of the UNCLOS) There shall be no suspension of the right to transit passage. (Article 44 of the UNCLOS) In regulating the right to transit passage, states may only pass laws and regulations which (a) do not discriminate among foreign ships; (b) do not have the effect of denying, hampering, or impairing the right to transit passage; and (c) are given due publicity. (Article 38 of the UNCLOS) What states may regulate in relation to the right to transit passage (Article 42[1] of the UNCLOS) a. The safety of navigation and regulation of maritime traffic b. The prevention, reduction, and control of pollution c. The prevention of fishing (including the stowage of fishing gear) d. The loading or unloading of any commodity, currency, or person in contravention of customs, fiscal, immigration, or sanitary laws When the right to transit passage does not apply (Articles 36, 38, and 45 of the UNCLOS) a. The strait has a high seas or an EEZ route through it which is of similar convenience b. The strait is formed by an island of a state bordering the strait and its mainland c. The strait connects part of the high seas or an EEZ with the territorial sea of a third state d. The legal regime of the strait is governed by a long-standing treaty 226 In (a) to (c) above, the regime of innocent passage shall apply. 2. Give appropriate publicity to any danger to navigation or overflight within or over the strait of which the state has knowledge. (Article 44 of the UNCLOS) Obligations of ships and aircraft in transit passage (Article 38 of the UNCLOS) 1. Proceed without delay through or over the strait 2. Refrain from any threat or use of force against the sovereignty, territorial integrity, or political independence of states bordering the strait, or in any other manner in violation of the principles of international law embodied in the Charter of the United Nations 3. Refrain from any activities other than those incident to their normal modes of continuous and expeditious transit unless rendered necessary by force majeure or by distress 4. Ships should comply with generally accepted international regulations, procedures, and practices for safety at sea and the prevention, reduction, and control of pollution from ships 5. Aircraft must at all times monitor the radio frequency assigned by the competent internationally designated air traffic control authority or the appropriate international distress radio frequency 6. Civilian aircraft must observe the Rules of Air established by the International Civil Aviation Organization; state aircraft must take all safety measures and must at all times operate with due regard for the safety of navigation CASE Corfu Channel Case (supra) In times of peace, states have a right to send their warships through straits used for international navigation between two parts of the high seas without the previous authorization of the coastal state. However, the Court also emphasized that such passage must be innocent (not yet transit passage, since this case predates the UNCLOS). The reason that nearly unrestricted passage through straits is granted is because they are often useful routes for international maritime traffic. Archipelagic Waters Article 46 of the UNCLOS An archipelago is a group of islands, including parts of islands, interconnecting waters, and other natural features which are so closely interrelated that such islands, waters, and natural features form an intrinsic geographical, economic, and political entity, or which historically have been regarded as such. An archipelagic state is a state made up wholly of one or more archipelagos and may include other islands. Special circumstances relating to baselines of archipelagos All waters enclosed by the archipelagic baselines are archipelagic waters, regardless of their depth or distance from the coast. As provided in Article 49 of the UNCLOS, the sovereignty of the archipelagic state extends to archipelagic waters, as well as to the airspace of the archipelagic waters, the seabed and subsoil, and the resources contained therein. By virtue of their geographical formation, there are special rules for the drawing of baselines of archipelagic states (provided in Articles 47 and 48 of the UNCLOS). 227 The breadth of the territorial sea, contiguous zone, continental shelf, and the exclusive economic zone (EEZ) is measured from the straight archipelagic baselines. Straight archipelagic baselines join the outermost points of the outermost islands and drying reefs of the archipelago, provided that within such baselines are included the main islands. The drawing of archipelagic baselines shall not depart to any appreciable extent from the general configuration of the archipelago. Archipelagic baselines shall not be drawn from low-tide elevations unless lighthouses or similar installations which are permanently above sea level have been built upon them. The system of archipelagic baselines shall not be applied by an archipelagic state in such a manner as to cut off the territorial sea of another state from the high seas or the EEZ. Obligations of an archipelagic state with respect to archipelagic waters 1. Respect the right of innocent passage 2. Recognize traditional fishing rights and other legitimate activities of the immediately adjacent neighboring states (Article 51[1] of the UNCLOS) 3. Respect existing submarine cables laid by other states and passing through its waters, permitting the maintenance and replacement of such cables upon being notified of their location and the intention to repair or replace them (Article 51[2] of the UNCLOS) 4. Respect the right of archipelagic sea lanes passage (Article 53[2] of the UNCLOS) Archipelagic sea lanes passage is the right of foreign ships and aircraft to have continuous, expeditious, and unobstructed passage in sea lanes and air routes through or over the archipelagic waters and the adjacent territorial sea of the archipelagic state in transit between one part of the high seas and another, or in transit between one part of an EEZ and another. (Article 51[1] and [3] of the UNCLOS) These sea lanes and air routes include all normal passage routes used for international navigation or overflight through or over archipelagic waters. (Article 53[4] of the UNCLOS) All ships and aircraft (military or merchant) are entitled to the right of archipelagic sea lanes passage. (Article 53[2] of the UNCLOS) Like transit passage, archipelagic sea lanes passage cannot be suspended. The Contiguous Zone The contiguous zone is the maritime zone adjacent to the territorial sea. It may not extend beyond 24 nautical miles from the baselines from which the breadth of the territorial sea is measured. The coastal state does not have sovereignty over the contiguous zone but it may exercise protective jurisdiction in the contiguous zone under specific circumstances (Article 33 of the UNCLOS): 1. The coastal state may exercise the control necessary to prevent infringement of its customs, fiscal, immigration, and sanitary laws and regulations within its territory or territorial sea; and 228 2. The coastal state may exercise the control necessary to punish infringement of customs, fiscal, immigration, and sanitary laws and regulations committed within its territory and territorial sea. Note! The coastal state may only undertake hot pursuit of a foreign ship in the contiguous zone if there has been a violation of the rights for the protection of which the contiguous zone was established. (Article 111[1] of the UNCLOS) In all other respects, the contiguous zone is an area that enjoys the freedom of the high seas. The Continental Shelf Article 76(1) of the UNCLOS The continental shelf comprises the seabed and subsoil of the submarine areas that extend beyond the territorial sea of a coastal state throughout the natural prolongation of the land territory to either— (a) the outer edge of the continental margin (the submerged prolongation of the land mass of the coastal state); or (b) 200 nautical miles from the baselines from which the breadth of the territorial sea is measured, whichever is the greater. Rights of coastal states over the continental shelf (Article 77 of the UNCLOS) 1. The coastal state exercises exclusive sovereign rights over the continental shelf for the purpose of exploring it and exploiting its natural resources (i.e. mineral and non-living resources of the seabed and subsoil, together with living organisms belonging to a sedentary species). No other state may explore and exploit without the express consent of the coastal state, and if the coastal state decides not to undertake any such activities, no one else may do so. 2. The rights of the coastal state over the continental shelf do not depend on occupation or on any express proclamation. CASES North Sea Continental Shelf Case (supra) The rights of the coastal state in respect of the area of continental shelf constituting a natural prolongation of its land territory under the sea exists ipso facto and ab initio, by virtue of its sovereignty over the land. That right is inherent. No special legal acts need be performed. Libya v. Malta (ICJ Case, 1985) The case sprang from a dispute between Libya and Malta over the delimitation of the continental shelf between them. The Court and the parties agreed that the division must be governed by a number of equitable principles, among them: (1) there is to be no question of refashioning geography; (2) nonencroachment by one party on areas appertaining to the other; (3) respect due to all relevant circumstances; and (4) “equity does not necessarily imply equality” and there can be no question of distributive justice. 229 Tunisia v. Libya (ICJ Case, 1982) The parties signed a special agreement requesting the Court to render its judgment of the rules and principles of international law which may be applied in the delimitation of the continental shelf between them. The Court explained that when the area to be delimited is a single continental shelf which is the natural prolongation of both states, the principle of delimiting the continental shelf based on the natural prolongation does not apply. Aegean Sea Continental Shelf Case (“Greece v. Turkey”, ICJ Case, 1978) The relevant question in this case relates to whether certain islands under Greek sovereignty were entitled to a continental shelf of their own, enabling Greece to call for the boundary to be drawn between those islands and the Turkish Coast. Turkey argued that the islands in question were mere protuberances of the Turkish continental shelf and were not entitled to a continental shelf of their own. Though ultimately the Court ruled that it had no jurisdiction over the dispute, it did reaffirm the principle that “the land dominates the sea” and it is by virtue of the coastal state’s sovereignty over the land that rights of exploration and exploitation in the continental shelf can attach to it. Anglo-French Case (“United Kingdom v. France”, ICJ Case, 1979) The Court was asked to fix the boundaries between parties’ continental shelf in the English Channel. The Court explained at length that the appropriateness of any method for effecting an equitable delimitation in any given case is always a function or reflection of the geographical and other relevant circumstances of the case. Case Concerning Delimitation Between Greenland and Jan Mayen (“Denmark v. Norway”, ICJ Case, 1993) Denmark and Norway were arguing, among other things, over the division of their rights over the continental shelf. Applying Article 6 of the 1958 Geneva Convention on the Continental Shelf, the Court explained that where the same continental shelf is adjacent to the territories of two or more states whose coasts are opposite each other, the boundary of the continental shelf appertaining to such states shall be determined by agreement between them. In the absence of agreement, and unless another boundary is justified by special circumstances, the boundary shall be the median line between the coasts. The application of the provision did not exclude the application of customary law. International law does not prescribe the adoption of a single method for the delimitation of the maritime spaces. Varying systems of delimitation may be used for various parts of the coast. Article 76 of the UNCLOS, Paragraphs 4 and 6. Extended continental shelf The coastal state is allowed to claim a continental shelf of up to 200 nautical miles from the baselines; however, if the outer margin extends beyond 200 nautical miles from the baselines, then the outer limit of the continental shelf shall not exceed 350 nautical miles from the baselines. 230 The Exclusive Economic Zone Article 55 of the UNCLOS The exclusive economic zone is an area beyond and adjacent to the territorial sea, subject to the specific legal regime established in this Part, under which the rights and jurisdiction of the coastal state and the rights and freedoms of other States are governed by the relevant provisions of this Convention. Article 56 of the UNCLOS 1. In the EEZ, the coastal state has: (a) sovereign rights for the purpose of exploring and exploiting, conserving and managing the natural resources, whether living or non-living, of the waters superjacent to the seabed and of the seabed and its subsoil, and with regard to other activities for the economic exploitation and exploration of the zone, such as the production of energy from the water, currents, and winds; (b) jurisdiction as provided for in the relevant provisions of this Convention with regard to (i) the establishment and use of artificial islands, installations, and structures; (ii) marine scientific research; and (iii) the protection and preservation of the marine environment; (c) other rights and duties provided for in this Convention. 2. In exercising its rights and performing its duties under this Convention in the EEZ, the coastal state shall have due regard for the rights and duties of other states and shall act in a manner compatible with the provisions of this Convention. Article 57 of the UNCLOS The EEZ shall not extend beyond 200 nautical miles from the baselines from which the breadth of the territorial sea is measured. Article 58 of the UNCLOS 1. In the EEZ, all states, whether coastal or landlocked, enjoy, subject to the relevant provisions of this Convention, the freedoms referred to in Article 87 of navigation and overflight and of the laying of submarine cables and pipelines, and other internationally lawful uses of the sea related to these freedoms, such as those associated with the operation of ships, aircraft, and submarine cables and pipelines, and compatible with the other provisions of this Convention. CASE: M/V Saiga (“St. Vincent and the Grenadines v. Guinea”, ICJ Case, 1999) The M/V Saiga was an oil tanker flying the flag of St. Vincent and the Grenadines that was supplying oil to fishing vessels licensed by Guinea to fish in its EEZ. The Saiga was arrested by Guinean patrol boats for illegally importing gas into the customs radius of Guinea. The Court ruled that in the EEZ, customs laws and regulations are only applicable with regard to artificial islands, installations, and structures—not over the waters of the EEZ. To permit Guinea to extend its jurisdiction over the waters of the EEZ would curtail the rights of other states and any activities within the EEZ. Note! The delimitation of the overlapping EEZ between adjacent states is determined by agreement. (Bernas) 231 The High Seas The high seas are all parts of the sea that are not included in the EEZ, the territorial sea, the internal waters of a state, or in the archipelagic waters of an archipelagic State. (Article 86 of the UNCLOS) The high seas are open to all States, which enjoy the following freedoms (Article 87 of the UNCLOS): 1. Freedom of navigation 2. Freedom of overflight 3. Freedom to lay submarine cables and pipelines 4. Freedom to construct artificial islands and other installations permitted under international law 5. Freedom of fishing 6. Freedom of scientific research International Tribunal for the Law of the Sea (ITLOS) Peaceful settlement of disputes is compulsory under the UNCLOS. If bilateral settlement fails, Article 285 of the UNCLOS requires submission of the dispute for compulsory settlement in one of the tribunals clothed with jurisdiction. The alternatives are the International Tribunal for the Law of the Sea, the ICJ, or an arbitral tribunal constituted under the Convention. (Bernas) Article 21, ITLOS Statute The jurisdiction of the ITLOS comprises all disputes and all applications submitted to it in accordance with the UNCLOS. It also includes all matters specifically provided for in any agreement which confers jurisdiction on the Tribunal. N. Madrid Protocol and the Paris Convention for the Protection of Industrial Property Madrid Protocol As explained by the World Intellectual Property Organization (WIPO), the Madrid Protocol is a more flexible update of the Madrid Agreement Concerning the International Regulation of Marks (first concluded in 1891) The “Madrid System” (as the Protocol and Agreement are referred to) makes it possible to protect a trademark in a large number of countries by obtaining an international registration that has effect in each of the designated contracting parties An application for international registration may only be filed by a natural person or legal entity having a connection (through establishment, domicile, or nationality) to a contracting party to either the Protocol or Agreement 232 A trademark may only be the subject of an international application if it has already been registered with the trademark office of the contracting party to which the applicant is connected International applications are presented to the International Bureau of the WIPO through the intermediary of the office of origin Paris Convention for the Protection of Industrial Property (Essential Provisions) Article 1 (1) The countries to which this Convention applies constitute a Union for the proection of industrial property. (2) The protection of industrial property has as its object patents, utility models, industrial designs, trademarks, service marks, trade names, indications of source or appellations of origin, and the repression of unfair competition. (3) Industrial property shall be understood in the broadest sense and shall apply not only to industry and commerce proper, but likewise to agricultural and extractive industries and to all manufactured or natural products, for example wines, grain, tobacco leaf, fruit, cattle, minerals, mineral waters, beer, flowers, and flour. (4) Patents shall include the various kinds of industrial patents recognized by the laws of the countries of the Union, such as patents of importation, patents of improvement, patents of certificates of addition, etc. Article 2 (1) Nationals of any country of the Union shall, as regards the protection of industrial property, enjoy in all the other countries of the Union the advantages that their respective laws now grant, or may hereafter grant, to nationals; all without prejudice to the rights specially provided for by this Convention. Consequently, they shall have the same protection as the latter, and the same legal remedy against any infringement of their rights, provided that the conditions and formalities imposed upon nationals are complied with. (2) However, no requirement as to domicile or establishment in the country where protection is claimed may be imposed upon nationals of countries of the Union for the enjoyment of any industrial property rights. (3) The provisions of the laws of each of the countries of the Union relating to judicial and administrative procedure and to jurisdiction, and to the designation of an address for service or the appointment of an agent, which may be required by the laws on industrial property are expressly reserved. Article 3 Nationals of countries outside the Union who are domiciled or who have real and effective industrial or commercial establishments in the territory of one of the countries of the Union shall be treated in the same manner as nationals of the countries of the Union. O. International Environmental Law The concern of environmental protection is not just about the atmosphere, the sea, the land, flora, and fauna. It is also about the preservation of the cultural heritage of mankind as found in archaeological and artistic remains. (Bernas) 233 Environmental law cases often have a human rights aspect as well, emphasizing the importance of environmental law both on the domestic and the international fields. (Danube Dam Case; Oposa v. Factoran, Jr., below) CASES Danube Dam Case (“Hungary v. Slovakia”, ICJ Case, 1998) Hungary and then Czechoslovakia entered into a treaty to construct dams which Hungary later stopped due to environmental concerns. While the Court ruled that Hungary’s notice of termination was premature, it also explained that the protection of the environment is an important part of human rights, since a healthy environment is a condition sine qua non for numerous rights, e.g. the right to health, the right to life. Oposa v. Factoran, Jr. (Philippine Case, 1993) The petitioners were minors asking the Supreme Court to order the Secretary of Natural Resources to cancel all existing timber license agreements on the ground of “intergenerational protection”, suing on behalf of their generation and those yet to be born. The Court recognized their right to bring the case. The case emphasized that protection of the environment involves a vital human rights aspect. The Stockholm Declaration of 1972 was formulated during a UN Conference on the Human Environment attended by 113 states. Principle 21 of the Stockholm Declaration States have, in accordance with the Charter of the United Nations and the principles of international law, the sovereign right to exploit their own resources pursuant to their own environmental policies, and the responsibility to ensure that activities within their jurisdiction or control do not cause damage to the environment of other States or of areas beyond the limits of national jurisdiction. Principle 21 of the Stockholm Declaration is a codification of a standing rule of international law CASE Trail Smelter Case (supra) The arbitral tribunal ruled that no state has the right to use or permit the use of its territory in such a manner as to cause injury by fumes in or to the territory of another or the properties or persons therein. P. International Economic Law International economic law is the complex regulatory framework flowing from different sources of law governing international economic relations and trans-boundary economic conduct by States, international organizations, and private actors. In the interest of tangible contours, this notion is confined to the regulation of cross-border transactions in goods and capital and the international protection of intellectual property. (Herdegen, “Max Planck Encyclopedia of Public International Law) 234 Areas of International Economic Law (from Herdegen) 1. International trade law – the international regulation of the exchange of goods and services across borders; it is predominantly based on the reciprocal character of the respective rights and obligations of all parties and considered to achieve mutual benefits for all of them 2. International anti-trust and competition law – governs the interplay of domestic competition (antitrust) rules concerning the issue of undertakings; it governs the legitimate reach of national competition laws as to their extraterritorial effects 3. International investment law – covers the promotion of foreign investments and their protection against interferences by the host State; attracting foreign investments by establishing a favorable investment climate is now recognized as a cornerstone of economic development 4. International monetary law – deals with monetary relations; a major weakness of the actual monetary system lies in the lack of a truly effective control of rate manipulations