Sunday, January 26, 2020

[CASE DIGEST] BACHE & CO. (PHIL.), INC. and FREDERICK E. SEGGERMAN v. HON. JUDGE VIVENCIO M. RUIZ, MISAEL P. VERA, in his capacity as Commissioner of Internal Revenue, ARTURO LOGRONIO, RODOLFO DE LEON, GAVINO VELASQUEZ, MIMIR DELLOSA, NICANOR ALCORDO, JOHN DOE, JOHN DOE, JOHN DOE, and JOHN DOE (G.R. No. L-32409)


February 27, 1971

Ponente: Villamor, J. 

FACTS:

·         On February 24, 1970, Misael P. Vera, Commissioner of Internal Revenue, wrote a letter addressed to Judge Vivencio M. Ruiz requesting the issuance of a search warrant against Bache & Co. (Phils.) for violation of Section 46(a) of the NIRC, in relation to all other pertinent provisions thereof, particularly Sections 53, 72, 73, 208 and 209. The said letter likewise authorized Revenue Examiner Rodolfo de Leon to make and file the application for search warrant.

·         In the afternoon of the following day, De Leon and his witness, Arturo Logronio, went to the CFI of Rizal. They brought with them the following papers: Vera’s aforesaid letter-request; an application for search warrant already filled up but still unsigned by De Leon; an affidavit of Logronio subscribed before De Leon; a deposition in printed form of Logronio already accomplished and signed by him but not yet subscribed; and a search warrant already accomplished but still unsigned by Judge Ruiz.

·         At that time, Judge Ruiz was still hearing a different case. So by means of a note, he instructed his Deputy Clerk of Court to take the depositions of De Leon and Logronio.

·         After the session had adjourned, Judge Ruiz was informed that the depositions had already been taken. The stenographer, upon request of Judge Ruiz, read to him her stenographic notes; and thereafter, Judge Ruiz asked Logronio to take the oath and warned him that if his deposition was found to be false and without legal basis, he could be charged for perjury. Judge Ruiz then signed De Leon’s application for search warrant and Logronio’s deposition. Search Warrant No. 2-M-70 was then sign by Judge Ruiz and accordingly issued.

·         Three days later, or on February 28, 1970, which was a Saturday, the BIR agents served the search warrant against Bache & Co. at their Ayala Avenue office in Makati. The company's lawyers protested the search on the ground that no formal complaint or transcript of testimony was attached to the warrant. The agents nevertheless proceeded with their search which yielded six boxes of documents.

·         On March 3, 1970, Bache & Co. filed a petition before the CFI of Rizal praying that the search warrant be quashed, dissolved or recalled, that preliminary prohibitory and mandatory writs of injunction be issued, that the search warrant be declared null and void, and that the BIR and Judge Ruiz be ordered to pay Bache & Co. jointly and severally, damages and attorney’s fees. This petition was denied.

·         On April 16, 1970, the BIR made tax assessments on Bache & Co. in the total sum of P2,594,729.97, partly, if not entirely, based on the documents thus seized.

·         Hence, the instant petition for certiorari, prohibition and mandamus, with prayer for a writ of preliminary mandatory and prohibitory injunction..

RULING: 

Petition granted. Search warrant issued by Judge Ruiz is declared null and void. Respondents are permanently enjoined from enforcing the said search warrant. The documents, papers and effects seized thereunder are ordered to be returned to Bache & Co. Officials of the BIR and their representatives are permanently enjoined from enforcing the assessments based on the documents, papers and effects seized under the search warrant herein nullified, and from using the same against Bache & Co. in any criminal or other proceeding. No pronouncement as to costs.

Whether the search warrant issued by Judge Ruiz is valid. – NO.

·         Search Warrant No. 2-M-70 issued by Judge Ruiz is null and void on three grounds:

Judge Ruiz failed to personally examine the complainant and his witness.

·         The participation of Judge Ruiz in the proceedings which led to the issuance of Search Warrant No. 2-M-70 was limited to listening to the stenographer’s readings of her notes, to a few words of warning against the commission of perjury, and to administering the oath to the complainant and his witness. This cannot be considered a personal examination. If there was an examination at all of the complainant and his witness, it was the one conducted by the Deputy Clerk of Court. 

·         Judge Ruiz's omission was in violation of the Constituion and the ROC. Art. III, Sec. 1, Constitution provides that: 

The right of the people to be secure in their persons, houses, papers and effects against unreasonable searches and seizures shall not be violated, and no warrants shall issue but upon probable cause, to be determined by the judge after examination under oath or affirmation of the complainant and the witnesses he may produce, and particularly describing the place to be searched, and the persons or things to be seized.

·         Rule 126 of the Revised ROC provides that:

A search warrant shall not issue but upon probable cause in connection with one specific offense to be determined by the judge or justice of the peace after examination under oath or affirmation of the complainant and the witnesses he may produce, and particularly describing the place to be searched and the persons or things to be seized (Sec. 3) and that the judge or justice of the peace must, before issuing the warrant, personally examine on oath or affirmation the complainant and any witnesses he may produce and take their depositions in writing, and attach them to the record, in addition to any affidavits presented to him (Sec. 4). 

·         The examination of the complainant and the witnesses he may produce, required by Art. III, Sec. 1, par. 3, of the 1935 Constitution, and by Secs. 3 and 4, Rule 126 of the Revised Rules of Court, should be conducted by the judge himself and not by others. The phrase "which shall be determined by the judge after examination under oath or affirmation of the complainant and the witnesses he may produce," appearing in the said constitutional provision, was introduced by Delegate Francisco as an amendment to the draft submitted by the Sub-Committee of Seven. Part of the deliberations provided that: 

MR. LAUREL. . . . The reason why we are in favor of this amendment is because we are incorporating in our constitution something of a fundamental character. Now, before a judge could issue a search warrant, he must be under the obligation to examine personally under oath the complainant and if he has any witness, the witnesses that he may produce . . .
·          It was precisely on account of the intention of the delegates to the Constitutional Convention to make it a duty of the issuing judge to personally examine the complainant and his witnesses that the question of how much time would be consumed by the judge in examining them came up before the Convention.

·         As applied in the instant case, the reading of the stenographic notes to Judge Ruiz did not constitute sufficient compliance with the constitutional mandate and the rule; for by that manner Judge Ruiz did not have the opportunity to observe the demeanor of the complainant and his witness, and to propound initial and follow-up questions which the judicial mind, on account of its training, was in the best position to conceive. These were important in arriving at a sound inference on the all-important question of whether or not there was probable cause.

The search warrant was issued for more than one specific offense.

·         Sec. 3 of Rule 126 of the Revised ROC provides that "No search warrant shall issue for more than one specific offense."

·         In the instant case, Search Warrant No. 2-M-70 was issued for "violation of Sec. 46(a) of the National Internal Revenue Code in relation to all other pertinent provisions thereof particularly Secs. 53, 72, 73, 208 and 209." 

·         As can be seen, the search warrant in question was issued for at least four distinct offenses under the Tax Code. The first is the violation of Sec. 46(a), Sec. 72 and Sec. 73 (the filing of income tax returns), which are interrelated. The second is the violation of Sec. 53 (withholding of income taxes at source). The third is the violation of Sec. 208 (unlawful pursuit of business or occupation); and the fourth is the violation of Sec. 209 (failure to make a return of receipts, sales, business or gross value of output actually removed or to pay the tax due thereon). Even in their classification the six above-mentioned provisions are embraced in two different titles: Secs. 46(a), 53, 72 and 73 are under Title II (Income Tax); while Secs. 208 and 209 are under Title V (Privilege Tax on Business and Occupation).

The search warrant does not particularly describe the things to be seized.

·         Art III, Sec. 1, of the 1935 Constitution, and Sec. 3, Rule 126 of the Revised ROC require that the warrant should particularly describe the things to be seized. The evident purpose and intent of this requirement is to limit the things to be seized to those, and only those, particularly described in the search warrant — to leave the officers of the law with no discretion regarding what articles they shall seize, to the end that "unreasonable searches and seizures" may not be made, — that abuses may not be committed. 

·         A search warrant may be said to particularly describe the things to be seized when the description therein is as specific as the circumstances will ordinarily allow; or when the description expresses a conclusion of fact — not of law — by which the warrant officer may be guided in making the search and seizure; or when the things described are limited to those which bear direct relation to the offense for which the warrant is being issued.

·         This requirement was not met by Judge Ruiz's issuance of Search Warrant No. 2-M-70. In fact, the documents, papers and effects sought to be seized are described in the Search Warrant in such general terms as follows:

"Unregistered and private books of accounts (ledgers, journals, columnars, receipts and disbursements books, customers ledgers); receipts for payments received; certificates of stocks and securities; contracts, promissory notes and deeds of sale; telex and coded messages; business communications, accounting and business records; checks and check stubs; records of bank deposits and withdrawals; and records of foreign remittances, covering the years 1966 to 1970."

·         The Search Warrant tends to defeat the major objective of the Bill of Rights, i.e., the elimination of general warrants, for the language used therein is so all-embracing as to include all conceivable records of Bache & Co., which, if seized, could possibly render its business inoperative.

Whether Bache & Co. is entitled to protection against unreasonable searches and seizures. – YES.

·         BIR: A corporation is not entitled to immunity against unreasonable searches and seizures. An officer of a corporation which is charged with a violation of a statute of the country of its creation, or of an act of Congress passed in the exercise of its constitutional powers, cannot refuse to produce the books and papers of such corporation.

·         SC: A corporation is entitled to immunity against unreasonable searches and seizures. A corporation is, after all, but an association of individuals under an assumed name and with a distinct legal entity. In organizing itself as a collective body it waives no constitutional immunities appropriate to such body. Its property cannot be taken without compensation. It can only be proceeded against by due process of law, and is protected against unlawful discrimination.

·         The tax assessments made by the BIR against Bache & Co. were entirely, or at least partly, based on the documents seized by virtue of Search Warrant No. 2-M-70. Furthermore, the fact that the assessments were made some one and one-half months after the search and seizure on February 25, 1970, is a strong indication that the documents thus seized served as basis for the assessments. 

·         On account of the Court's findings that the subject Search Warrant was issued in violation of the Constitution and the ROC, the BIR's assessments springing from the illegally seized documents belonging to Bache & Co. should necessarily be rendered invalid and should therefore not be enforced.

Whether certiorari lies in the instant case despite Bache & Co.'s failure to file a motion for reconsideration of Judge Ruiz's order. – YES.

·         First, when the questions raised before the SC are the same as those which were squarely raised in and passed upon by the lower court, the filing of a motion for reconsideration in said court before certiorari can be instituted in the SC is no longer a prerequisite. 

·         Second, the rule requiring the filing of a motion for reconsideration before an application for a writ of certiorari can be entertained was never intended to be applied without considering the circumstances. In the case at bar time is of the essence in view of the tax assessments sought to be enforced by respondent officers of the Bureau of Internal Revenue against petitioner corporation, On account of which immediate and more direct action becomes necessary.

·         And third, the rule does not apply where, as in this case, the deprivation of Bache & Co.'s fundamental right to due process taints the proceeding against them in the CFI not only with irregularity but also with nullity.