A.C. No. 13601 Formerly CBD Case No. 20-6315. April 17, 2023 (Case Brief / Digest)

### Title: Mary Ann B. Castro vs. Atty. Zeldania D.T. Soriano: A Question of Professional Conduct and Privileged Communication

### Facts:
This administrative case stems from a September 2, 2019, Legal Notice prepared by Atty. Zeldania D.T. Soriano, marking the start of the controversy. She notified the Spouses Sendin that the land they purchased from Joselito S. Castro, who was estranged from her client Alegria A. Castro, was alleged to rightfully belong to Alegria. In this notice, Atty. Soriano controversially referred to Mary Ann B. Castro as Joselito’s “mistress.” Feeling aggrieved by this designation, Mary Ann filed a Complaint-Affidavit for libel against Atty. Soriano in Isabela and paralleled this move with an administrative complaint to the Integrated Bar of the Philippines Commission on Bar Discipline (IBP-CBD) for violation of the Lawyer’s Oath and Code of Professional Responsibility (CPR).

The defense argued the term “mistress” was legally and factually accurate within the dispute’s context. Specifically, it highlighted Mary Ann’s lack of authority in the sale of disputed lands due to Alegria’s claim of ownership. In response, Mary Ann contended she had no part in the property sale and criticized the appropriateness of the term used against her.

The IBP-CBD recommended dismissal based on lack of malice or corrupt intent by Atty. Soriano. However, this was overturned by the IBP Board of Governors, which found the language used as unethical and imposed a fine on Atty. Soriano with a warning for future conduct.

### Issues:
1. Whether or not Atty. Soriano violated the Lawyer’s Oath and the CPR, particularly Canons 7 and 8, by using the term “mistress” in a legal notice.
2. Whether the use of the term “mistress” falls within the scope of privileged communication.

### Court’s Decision:
The Supreme Court dismissed the complaint against Atty. Soriano. It held that the term “mistress,” within the context Atty. Soriano used it, was relevant and pertinent to the subject matter and was made in performance of her legal duty to her client, Alegria. The Court emphasized the doctrine of privileged communication, asserting that statements made in the course of one’s legal or social duty are protected as long as they bear relevance or pertinence to the subject at hand. Atty. Soriano’s reference to Mary Ann as a “mistress” was, therefore, deemed within the ambit of this doctrine, based on the documents presented and the nature of the legal notice she was obligated to send as part of her professional duty to her client.

### Doctrine:
The Supreme Court reiterated the doctrine of privileged communication, affirming that defamatory statements could be exempt from liability if relevantly and pertinently expressed within the performance of a legal, moral, or social duty.

### Class Notes:
– Privileged Communication: Legal principle protecting certain communications from being used as evidence in court based on the context and relevance to the subject matter.
– Relevance and Pertinence: Requirements for the application of privileged communication, allowing for a liberal interpretation as long as there’s a reasonable connection to the subject at hand.
– Professional Conduct: Ensuring lawyers use language that preserves the dignity of the legal profession, even while zealously defending a client’s interests.

### Historical Background:
The issue of appropriate language and conduct by lawyers, particularly in representing their clients’ interests, has long been pivotal in legal ethics. This case underscores the balance between vigorous representation and the maintenance of professional decorum, highlighting the nuanced application of privileged communication within legal disputes.


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