16 Sss Vs Edna Azote
16 Sss Vs Edna Azote
16 Sss Vs Edna Azote
SECOND DIVISION
DECISION
MENDOZA, J.:
The Antecedents:
On June 19, 1992, respondent Edna and Edgardo, a member of the Social
Security System (SSS), were married in civil rites at the Regional Trial
Court, Branch 9, Legazpi City, Albay (RTC). Their union produced six
children4 born from 1985 to 1999. On April 27, 1994, Edgardo submitted
Form E-4 to the SSS with Edna and their three older children as designated
beneficiaries. Thereafter or on September 7, 2001, Edgardo submitted
another Form E-4 to the SSS designating his three younger children as
additional beneficiaries.5
On January 13, 2005, Edgardo passed away. Shortly thereafter, Edna filed
her claim for death benefits with the SSS as the wife of a deceased-
member. It appeared, however, from the SSS records that Edgardo had
earlier submitted another Form E-4 on November 5, 1982 with a different
set of beneficiaries, namely: Rosemarie Azote (Rosemarie), as his spouse;
and Elmer Azote (Elmer), as dependent, born on October 9, 1982.
Consequently, Edna’s claim was denied. Her children were adjudged as
beneficiaries and she was considered as the legal guardian of her minor
children. The benefits, however, would be stopped once a child would attain
the age of 21.6
On March 13, 2007, Edna filed a petition with the SSC to claim the death
benefits, lump sum and monthly pension of Edgardo. 7 She insisted that she
was the legitimate wife of Edgardo. In its answer, the SSS averred that
there was a conflicting information in the forms submitted by the deceased.
Summons was published in a newspaper of general circulation directing
Rosemarie to file her answer. Despite the publication, no answer was filed
and Rosemarie was subsequently declared in default.8
The SSC further wrote that the National Statistics Office (NSO) records
revealed that the marriage of Edgardo to one Rosemarie Teodora Sino was
registered on July 28, 1982. Consequently, it opined that Edgardo’s
marriage to Edna was not valid as there was no showing that his first
marriage had been annulled or dissolved. The SSC stated that there must be
a judicial determination of nullity of a previous marriage before a party could
enter into a second marriage.10
The CA explained that Edna had established her right to the benefits by
substantial evidence, namely, her marriage certificate and the baptismal
certificates of her children.14 It ruled that Edgardo made a deliberate change
of his wife-beneficiary in his 1994 E-4 form, as such was clearly his
voluntary act manifesting his intention to revoke his former declaration in
the 1982 E-4 form.15 The 1994 E-4 form submitted by Edgardo, designating
Edna as his wife, superseded his former declaration in his 1982 E-4 form. 16
It further opined that the Davac case cited by the SSC was not applicable
because there were two conflicting claimants in that case, both claiming to
be wives of the deceased, while in this case, Edna was the sole claimant for
the death benefits, and that her designation as wife-beneficiary remained
valid and unchallenged. It was of the view that Rosemarie’s non-appearance
despite notice could be deemed a waiver to claim death benefits from the
SSS, thereby losing whatever standing she might have had to dispute Edna’s
claim.17
GROUNDS
The SSC argues that the findings of fact of the CA were not supported by the
records. It submits that under Section 5 of the SS Law, it is called upon to
determine the rightful beneficiary in the performance of its quasi-judicial
function of adjudicating SS benefits. In fact, it cited a number of
cases,21 where the SSC had passed upon the validity of marriages for the
purpose of determining who were entitled to SS benefits.22
The SSC contends that Edna was not the legitimate spouse of deceased
member Edgardo as the CA failed to consider the NSO certification showing
that Edgardo was previously married to Rosemarie. With the death
certificate of Rosemarie showing that she died only on November 6, 2004, it
proved that she was alive at the time Edna and Edgardo were married, and,
therefore, there existed a legal impediment to his second marriage,
rendering it void. Edna is, therefore, not a legitimate spouse who is entitled
to the death benefits of Edgardo.23
The SSC claims that the right to designate a beneficiary is subject to the SS
Law. The designation of a wife-beneficiary merely creates a disputable
presumption that they are legally married and may be overthrown by
evidence to the contrary. Edna’s designation became invalid with the
determination of the subsistence of a previous marriage. The SSC posits
that even though Edgardo revoked and superseded his earlier designation of
Rosemarie as beneficiary, his designation of Edna was still not valid
considering that only a legitimate spouse could qualify as a primary
beneficiary.24
The law in force at the time of Edgardo’s death was Republic Act (R.A.) No.
8282,25 the amendatory law of R.A. No. 1161 or the “Social Security Law.”
It is a tax-exempt social security service designed to promote social justice
and provide meaningful protection to members and their beneficiaries
against the hazards of disability, sickness, maternity, old age, death, and
other contingencies resulting in loss of income or financial burden. 26 As a
social security program of the government, Section 8 (e) and (k) of the said
law expressly provides who would be entitled to receive benefits from its
deceased-member, to wit:
SEC. 8. Terms Defined. - For purposes of this Act, the following terms shall,
unless the context indicates otherwise, have the following meanings:
xxxx
(2) The legitimate, legitimated or legally adopted, and illegitimate child who
is unmarried, not gainfully employed, and has not reached twenty-one (21)
years of age, or if over twenty-one (21) years of age, he is congenitally or
while still a minor has been permanently incapacitated and incapable of self-
support, physically or mentally; and
(3) The parent who is receiving regular support from the member.
xxxx
Applying Section 8(e) and (k) of R. A. No. 8282, it is clear that only the legal
spouse of the deceased-member is qualified to be the beneficiary of the
latter’s SS benefits. In this case, there is a concrete proof that Edgardo
contracted an earlier marriage with another individual as evidenced by their
marriage contract. Edgardo even acknowledged his married status when he
filled out the 1982 Form E-4 designating Rosemarie as his spouse. 27
The Court does not subscribe to the disquisition of the CA that the updated
Form E-4 of Edgardo was determinative of Edna’s status and eligibility to
claim the death benefits of deceased-member. Although an SSS member is
free to designate a beneficiary, the designation must always conform to the
statute. To blindly rely on the form submitted by the deceased-member
would subject the entire social security system to the whims and caprices of
its members and would render the SS Law inutile.
The existence of two Form E-4s designating, on two different dates, two
different women as his spouse is already an indication that only one of them
can be the legal spouse. As can be gleaned from the certification issued by
the NSO,31 there is no doubt that Edgardo married Rosemarie in 1982. Edna
cannot be considered as the legal spouse of Edgardo as their marriage took
place during the existence of a previously contracted marriage. For said
reason, the denial of Edna’s claim by the SSC was correct. It should be
emphasized that the SSC determined Edna’s eligibility on the basis of
available statistical data and documents on their database as expressly
permitted by Section 4(b) (7) of R.A. No. 8282.
WHEREFORE, the petition is GRANTED. The August 13, 2013 Decision and
the October 29, 2013 Resolution of the Court of Appeals in CA-G.R. SP No.
122933 are REVERSED and SET ASIDE. Accordingly, the petition for
entitlement of SS death benefits filed by respondent Edna Azote
is DENIED for lack of merit.
SO ORDERED.
Endnotes:
*
Designated Additional member in lieu of Associate Justice Arturo D. Brion,
per Special Order No. 1977, dated April 15, 2015.
1
Rollo, pp. 32-56.
2
Id. at 58-74. Penned by Associate Justice Apolinario D. Bruselas, Jr., with
Associate Justice Rebecca De Guia-Salvador and Associate Justice Samuel H.
Gaerlan, concurring.
3
Id. at 75-76.
4
(1) Joanna Rea A. Azote (September 15, 1985); (2) Edgardo A. Azote, Jr.
(May 20, 1987); (3) Edgar Allan A. Azote (June 30, 1988); (4) Erwin John A.
Azote (February 11, 1995); (5) Edgardo A. Azote, Jr. II (February 27,
1998); and (6) Jhoaenne Edrailynee A. Azote (June 24, 1999). id. at 12.
5
Id. at 36-37.
6
Id. at 78-79.
7
Id. at 60.
8
Id. at 79.
9
Id. at 78-81.
10
Id. at 81.
11
Id. at 82-84.
12
Id. at 83.
13
Id. at 64.
14
Id. at 65.
15
Id. at 70.
16
Id. at 70.
17
Id. at 72.
18
Id. at 75-76.
19
Id. at 85-89.
20
Id. at 39.
21
SSS v. De Los Santos, 585 Phil. 684 (2008); and Signey v. SSS, 566 Phil.
617 (2008).
22
Rollo, pp. 40-42.
23
Id. at 48-49.
24
Id. at 50-51.
25
AN ACT FURTHER STRENGTHENING THE SOCIAL SECURITY SYSTEM
THEREBY AMENDING FOR THIS PURPOSE, REPUBLIC ACT NO. 1161, AS
AMENDED, OTHERWISE KNOWN AS THE SOCIAL SECURITY LAW
26
Section 2, R.A. No. 8282.
27
Rollo, p. 67.
28
Signey v. Social Security System, 566 Phil. 617, 627 (2008).
29
SEC. 4. Powers and Duties of the Commission and SSS. - (a) The
Commission. - For the attainment of its main objectives as set forth in
Section 2 hereof, the Commission shall have the following powers and
duties:
x x x
(b) The Social Security System. - Subject to the provision of Section four
(4), paragraph seven (7) hereof, the SSS shall have the following powers
and duties:
x x x
30
G.R. No. 170195, March 28, 2011, 646 SCRA 462, 480.
31
Rollo, p. 101.
32
Id. at 98.
DISSENTING OPINION
LEONEN, J.:
We are asked in this case to sustain the action of the Social Security
Commission as it makes conjectures and then proceeds to adjudicate on the
marital status of a claimant. There is no conflicting claim made against
respondent Edna Azote's claim. We are asked to sustain an action by the
Social Security Commission against an individual much in need of financial
succor who is asking the State to honor the declaration of a beneficiary of
one who has since deceased.
I, thus, disagree with the ponencia in disallowing the claim of Edna Azote
(Edna) for death benefits on the ground that she failed to sufficiently
establish the legality of her marriage to deceased Social Security System
member Edgardo Azote in consideration of his first marriage to Rosemarie
(the designated wife in the 1982 Form E-4).
The latest Form E-4 (1994) submitted by the deceased to the Social Security
System prior to his death designated Edna as his wife-beneficiary. In my
view, the 1994 Form E-4 should supersede the earlier one. As correctly ruled
by the Court of Appeals, the 1994 Form E-4 designating Edna as his wife
manifested the deceased's intention to revoke his formal declaration in the
1982 Form E-4.
In Tecson v. SSS,7 this court allowed Tecson a friend and co- worker of the
deceased - to claim the death benefits giving regard to the deceased's
express desire to extend the benefits of his contributions to his friend and
co-worker, to the exclusion of his wife:
It should also be noted that the Social Security System is not a law of
succession. Its purpose is to provide social security, which means funds for
the beneficiary, if the employee dies, or for the employee himself and his
dependents if he is unable to perform his task because of illness or disability,
or is laid off by reason of the termination of the employment, or because of
temporary lay-off due to strike, etc. It should also be remembered that the
beneficiaries of the System are those who are dependent upon the employee
for support. . . .
....
. . . It was subsequently known that Lim Hoc had a wife and children in
Communist China; the omission by him of their existence and names in the
records of the employer must have been due to the fact that they were not
at the time, at least, dependent upon him. If they were actually dependents,
their names would have appeared in the record of the employer. The
absence in the record of his employee of their existence and names must
have been due to the lack of communication, of which We can take judicial
notice, between Communist China and the Philippines, or to the express
desire of Lim Hoc to extend the benefits of his contributions to the System to
his "friend and co-worker", to the exclusion of his wife[.]
Edna established her right to the benefits through substantial evidence. She
presented her marriage certificate and the baptismal certificates of her
children. Being public documents, these constitute prima facie proof of their
contents, and, therefore, her claim to death benefits as legal wife and
dependent ofEdgardo should have been approved.8
SSS v. Vda. De Bailon9 cites Arturo M. Tolentino, a recognized authority in
civil law, as having commented:
There was yet no attack on the validity of the deceased's marriage to Edna.
No adjudicatory process was pending. Certainly the Social Security
Commission was not invoked as the forum to test the validity of her
marriage. The validity of that marriage passed unchallenged. No right was
asserted by the proper real party in interest under the superceded forms
submitted by the claimant. The Social Security. System motu
proprio conducted its investigation based solely on the conflicting
information in the 1982 and 1994 forms submitted by the deceased. It made
pronouncements without any complaint and without affording all the parties
the usual due process rights accorded to them. It made a judgment as to the
marital status of the claimant when it did not have jurisdiction to do so. This
action is null and void many times over.
There is only one claimant in this case. No one contests her claim.
There are many second marriages like that of Edgardo and Edna, which was
celebrated in Legazpi City and accepted by all parties concerned. They have
lived together as husband and wife without issue for 13 long years until the
husband's death in 2005. By all indications, they have established a strong
family foundation. This case shows that without divorce, our laws remain
insensitive to a multitude of intimate relations. As people with autonomous
and private choices that do no harm to society' they are wholly and
immoderately disregarded. This case, like many others, should be basis for
Congress to seriously consider the respect due to voluntary adult. choices of
our people. A divorce law is no longer a luxury; it has become a just and
inevitable necessity.
Endnotes:
1
Rep. Act No. 8282 ( 1997), An Act Further Strengthening the Social
Security System thereby amending for this purpose Republic Act No. 1161,
as amended, otherwise known as the Social Security Law.
2
Rep. Act No, 8282 (1997), sec. 24 (c).
3
Rep. Act No. 8282 (1997), sec. 24 (c).
4
Valencia v. Manila Yacht Club, 138 Phil. 761 (1969) [Per J. Reyes, J.B.L., En
Banc], citing Rural Transit Employees Association, et al. v. Bachrach
Trailsportation Co., Inc., et al., 129 Phil. 503 [Per J. Reyes, J.B.L., En Banc].
5
Benguet Comolidated Inc. v. SSS, 119 Phil. 890 (1964) [Per J. Barrera, En
Banc].
6
Dycaico v. Social Security System, 513 Phil. 23 (2005) [Per J. Callejo, Sr.,
En Banc]. See also GSIS v. Montesclaros, 478 Phil. 573 (2004) [Per J.
Carpio, En Banc].
7
113 Phil. 703 (1961) [Per J. Labrador, En Banc].
8
In Suarnaba v. Workmen's Compensation Commission, 175 Phil. 8 (1978)
[Per J. Santos, Second Division], this court held that the parish certificate
attesting to the marriage of petitioner and the deceased, other parol
evidence, and the presumption that "a man and a woman deporting
themselves as husband and wife have entered into a lawful contract of
marriage" clearly show that the petitioner is the legal wife of the deceased
employee and, therefore, her claim to con1pensation benefits as legal wife
and dependent of the deceased should have been approved, especially
where no other person claimed to be the wife of the deceased employee.
9
529 Phil. 249 (2006) [Per J. Carpio Morales, Third Division].
10
Id. at 262-263, citing 1 A. TOLENTINO, COMMENTARIES AND
JURISPRUDENCE ON THE CIVIL CODE OF THE PHILIPPINES 282 (1999 ed.).
11
585 Phil. 684 (2008) [Per J. Reyes, R. T., Third Division].
12
566 Phil. 617 (2008) (Per J. Tinga, Second Division].
13
Act No. 2710 (1917), An Act to Establish Divorce.
Sec. 1. A petition for divorce can only be filed for adultery on the part of the
wife or concubinage on the part of the husband, committed in any of the
forms described in article four hundred and thirty-seven of the Penal Code.
....
Sec. 11. The dissolution of the bonds of matrimony shall have the following
effects:
14
Exec. Order No. 209 (1987), The Family Code of the Philippines.
15
Exec. Order No. 209 (1987), Title II.
16
Exec. Order No. 209 ( 1987), Title 11, art. 63 (I).
17
Exec. Order No. 209 (1987), Title I, chapter 3. Void and Voidable
Marriages.