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Succession Art 1061 Onwards
Succession Art 1061 Onwards
Aranas v Mercado
decedent.38
The determination of which properties should be excluded from or
included in the inventory of estate properties was well within the
authority and discretion of the RTC as an intestate court.
although the title over Lot 3353 was already registered in the name
of Mervir Realty, the RTC made findings that put that title in
dispute. Civil Case No. CEB12692, a dispute that had involved the
ownership of Lot 3353, was resolved in favor of the estate of
Emigdio, and Transfer Certificate of Title No. 3252 covering Lot
3353 was still in Emigdios name. Indeed, the RTC noted in the
order of March 14, 2001, or ten years after his death, that Lot 3353
had remained registered in the name of Emigdio
fact that the deed of absolute sale executed by Emigdio in favor of
Mervir Realty was a notarized instrument did not sufficiently justify
the exclusion from the inventory of the properties involved. A
notarized deed of sale only enjoyed the presumption of regularity
in favor of its execution, but its notarization did not per se
guarantee the legal efficacy of the transaction under the deed, and
what the contents purported to be.
the inventory of the estate of Emigdio must be prepared and
submitted for the important purpose of resolving the difficult issues
of collation and advancement to the heirs. Article 1061 of the Civil
Code required every compulsory heir and the surviving spouse,
herein Teresita herself, to bring into the mass of the estate any
property or right which he (or she) may have received from the
decedent, during the lifetime of the latter, by way of donation, or
any other gratuitous title, in order that it may be computed in the
determination of the legitime of each heir, and in the account of
the partition. Section 2, Rule 90 of the Rules of Court also
provided that any advancement by the decedent on the legitime of
an heir may be heard and determined by the court having
jurisdiction of the estate proceedings, and the final order of the
court thereon shall be binding on the person raising the questions
and on the heir. Rule 90 thereby expanded the special and limited
jurisdiction of the RTC as an intestate court about the matters
relating to the inventory of the estate of the decedent by
authorizing it to direct the inclusion of properties donated or
bestowed by gratuitous title to any compulsory heir by the
Art 1062
De Roma v CA
Facts: Candeleria De Roma adopted two daughters, Buhay and
Rosalinda. She died intestate. When administration proceedings
was ongoing, Buhay was appointed administratrix and filed an
inventory of the estate.
Opposed by Rosalinda on the ground that certain properties
donated by their mother to Buhay and fruits thereof had not been
included. The Parcels of Land totaled P10,297.50 and the value is
not disputed.
The TC issued an order in favor of Buhay because when Candelaria
donated the properties to Buhay she said in the Deed of Donation
sa pamamagitan ng pagbibigay na din a mababawing muli which
the TC interpreted as a prohibition to collate and besides the
legitimes of the two daughters were not impaired. On appeal, it
was reversed as it merely described the donation as irrevocable
not an express prohibition to collate.
Issue: Whether or not these lands are subject to collation.
Held: The pertinent Civil Code provisions are:
Art. 1061. Every compulsory heir, who succeeds with other
compulsory heirs, must bring into the mass of the estate any
property or right which he may have received from the decedent,
during the lifetime of the latter, by way of donation, or any other
5.
Art. 1062. Collation shall not take place among compulsory heirs if
the donor should have so expressly provided, or if the donee
should repudiate the inheritance, unless the donation should be
reduced as inofficious. (1036)
The SC affirmed the appellate courts decision and that it merely
described the donation as irrevocable. The Fact that a donation is
irrevocable does not necessarily exempt the donated properties
from collation as required under the provisions of the NCC. Given
the precise language of the deed of donation the decedent donor
would have included an express prohibition to collate if that had
been the donors intention. Absent such indication of that
intention, the rule not the exemption should be applied.
Art 1063
Dizon-Rivera v Dizon
FACTS: In 1961, Agripina Valdez (widow) died and was survived by
seven compulsory heirs: 6 legitimate children and 1 legitimate
granddaughter. Marina is the appellee while the others were the
appellants
1. Valdez left a w ill executed in February 1960 and written in
Pampango. The beneficiaries were the 7 compulsory heirs
and six grandchildren
2. In her will, Valdez distributed and disposed of her properties
(assessed at P1.8 million) which included real and personal
properties and shares of stocks at Pampanga Sugar Central
Devt Co
3. During the probate proceedings, Marina (appellee) was name
the executor of the deceaseds estate
4. In her will, Valdez commanded that her property be divided
in accordance with her testamentary disposition where she
devised and bequeathed specific real properties comprising
almost her entire estate among her heirs. Based on the
6.
7.
the cash and/or properties of Marina and Tomas, who were obviously
favored by the decedent in her will.
The testator's wishes and intention constitute the first and principal
law in the matter of testaments, and to paraphrase an early decision
of the Supreme Court of Spain, when expressed clearly and precisely
in his last will, amount to the only law whose mandate must
imperatively be faithfully obeyed and complied with by his executors,
heirs and devisees and legatees, and neither these interested parties
nor the courts may substitute their own criterion for the testator's
will. Thus, the oppositors proposition for partition cannot be given
effect.
Aside from the provisions of Art 906 and 907, other codal provisions
support the executrix-appellee's project of partition as approved by
the lower court rather than the counter-project of partition proposed
by oppositors-appellants whereby they would reduce the
testamentary disposition or partition made by the testatrix to onehalf and limit the same, which they would consider as mere devises
and legacies, to one-half of the estate as the disposable free portion,
and apply the other half of the estate to payment of the legitimes of
the seven compulsory heirs. Oppositors' proposal would amount
substantially to a distribution by intestacy and pro tanto nullify the
testatrix's will, contrary to Art 791 NCC.
Art 1060
Alsua-Betts v CA
Husband and wife entered into an extra judicial partition with their
children; husband and wife also made a holographic will
bequeathing their properties to their children;
Dimayuga v CA
Article 1056 of the old Civil Code provides that "if the
testator should make a partition of his property by an act inter
vivos, or by will, such partition shall stand insofar, as it does not
prejudice the legitime of the forced heirs."
Chavez v IAC
Presentacion, Floserfina and Raquel sold their shares to a divided
paraphernal lot of their mother to their sister, Concepcion (1/6
each) with the conformity of their mother, Manuela;
However, a few years later, Manuela sold the entire lot to Raquel;
Thereafter, Manuela sold the lot to Pepito Ferrer;
Issue:
Was the partition inter vivos valid? Was the sale to Raquel invalid?
Held:
Art 1070
Maestrado v CA
These consolidated cases involve Lot No. 5872 and the rights of
the contending parties thereto. The lot has an area of 57.601 sq.m.
and is registered in the name of the deceased spouses Ramon
and Rosario Chaves.
The spouses died intestate in 1943 and 1944, respectively. They
were survived by six heirs.
To settle the estate of said spouse, Angel Chaves, one of the heirs,
initiated intestate proceedings and was appointed administrator of
said estates in the process. An inventory of the estates was made
and thereafter, the heirs agreed on a project partition. The
court approved the partition but a copy of said decision was
missing. Nonetheless, the estate was divided among the heirs.
Subsequently, in 1956, the partition case effected and the
respective shares of the heirs were delivered to them. Significantly,
Lot No.5872 was not included in a number of documents. Parties
offered different explanations as to the omission of said lot in the
documents.
ISSUE: Whether or not the action for quieting of title had already
prescribed.
Lot No. 5872 is no longer common property of the heirs of the
deceased spouses Ramon and Rosario Chaves.
Petitioners ownership over said lot was acquired by reason of the
oral partition agreed upon by the deceased spouses heirs
sometime before 1956.
That oral agreement was confirmed by the notarized quitclaims
executed by the said heirs on August 16, 1977 and September 8,
1977. There was indeed an oral agreement of partition entered into
by the heirs/parties.
A possessor of real estate property is presumed to have title
thereto unless the adverse claimant establishes a better right. In
the instant case it is the petitioners, being the possessors of Lot
No. 5872, who have established a superior right thereto by virtue
of the oral partition which was also confirmed by the notarized
quitclaims of the heirs. Partition is the separation, division and
assignment of a thing held in common among those to whom it
may belong.
Art 1078
Alejandrino v CA
The facts show that the late spouses Jacinto Alejandrino and
Enrica Labunos left their six children named Marcelino, Gregorio,
Ciriaco, Mauricia, Laurencia and Abundio a 219-square-meter lot in
Mambaling, Cebu City identified as Lot No. 2798 and covered by
Transfer Certificate of Title No. 19658. Upon the demise of the
Alejandrino spouses, the property should have been divided among
their children with each child having a share of 36.50 square
meters. However, the estate of the Alejandrino spouses was not
settled in accordance with the procedure outlined in the Rules of
Court.
Petitioner Mauricia (one of the children) allegedly purchased
12.17 square meters of Gregorios share, 36.50 square meters of
Ciriacos share and 12.17 square meters of Abundios share thereby
giving her a total area of 97.43 square meters, including her own
share of 36.50 square meters. It turned out, however, that a third
party named Licerio Nique, the private respondent in this case,
also purchased portions of the property, to wit: 36.50 square
meters from Laurencia, 36.50 square meters from Gregorio through
Laurencia, 12.17 square meters from Abundio also through
Laurencia and 36.50 square meters from Marcelino or a total area
of 121.67 square meters of the Alejandrino property.
However, Laurencia (the alleged seller of most of the 121.67
square meters of the property) later questioned the sale in an
action for quieting of title and damages against private respondent
Nique. It was docketed as Civil Case No. CEB-7038 in the Regional
Trial Court of Cebu City, Branch 9, presided by Judge Benigno G.
Gaviola. In due course, the lower court rendered a decision on
November 27, 1990 disposing of the case as follows: the Court
hereby declares defendant as the owner in fee simple of the share
of plaintiff Laurencia Alejandrino and the shares of Marcelino,
Gregorio and Abundio, all surnamed Alejandrino, of the parcel of
land known as Lot No. 2798
Laurencia appealed the decision to the Court of Appeals
under CA-G.R. CV No. 33433 but later withdrew the same On April
13, 1992, the Court of Appeals considered the appeal withdrawn in
accordance with Rule 50 of the Rules of Courtt
Meanwhile, herein petitioner Mauricia Alejandrino filed on
May 5, 1992 before the Regional Trial Court of Cebu City, Branch
VII, a complaint for redemption and recovery of properties with
damages against private respondent Nique that was docketed as
Civil Case No. CEB-11673. Adelino B. Sitoy, Laurencias counsel in
Civil Case No. CEB-7038, filed Civil Case No. CEB-11673 for
petitioner Mauricia.
The amended complaint in the latter case dated May 17,
1992 alleged that private respondent Nique never notified
petitioner Mauricia of the purchase of 121.67 square meters of the
undivided Lot No. 2798 nor did he give petitioner Mauricia the
preemptive right to buy the area as a co-owner of the same lot. As
such co-owner, petitioner Mauricia manifested her willingness to
deposit with the court the amount of P29,777.78, the acquisition
cost of the portion purchased by private respondent Nique.
two or more heirs, the whole estate of the decedent is, before
partition, owned in common by such heirs, subject to the payment
of the debts of the deceased. Under a co-ownership, the ownership
of an undivided thing or right belongs to different persons. Each
co-owner of property which is held pro indiviso exercises his rights
over the whole property and may use and enjoy the same with no
other limitation than that he shall not injure the interests of his coowners. The underlying rationale is that until a division is made,
the respective share of each cannot be determined and every coowner exercises, together with his co-participants, joint ownership
over the pro indiviso property, in addition to his use and enjoyment
of the same
Although the right of an heir over the property of the
decedent is inchoate as long as the estate has not been fully
settled and partitioned law allows a co-owner to exercise rights of
ownership over such inchoate right.
With respect to properties shared in common by virtue of
inheritance, alienation of a pro indiviso portion thereof is
specifically governed by Article 1088 that provides:
ART. 1088. Should any of the heirs sell his hereditary rights to a
stranger before the partition, any or all of the co-heirs may be
subrogated to the rights of the purchaser by reimbursing him for
the price of the sale, provided they do so within the period of one
month from the time they were notified in writing of the sale by the
vendor.
In the instant case, Laurencia was within her hereditary
rights in selling her pro indiviso share in Lot No. 2798. However,
because the property had not yet been partitioned in accordance
with the Rules of Court, no particular portion of the property could
be identified as yet and delineated as the object of the sale. Thus,
interpreting Article 493 of the Civil Code providing that an
alienation of a co-owned property shall be limited to the portion
which may be allotted to (the seller) in the division upon the
termination of the co-ownership,
`x x x since a co-owner is entitled to sell his undivided share, a
sale of the entire property by one co-owner without the consent of
the other co-owners is not null and void. However, only the rights
Art 1079
Hermoso v CA
Hermoso de Leon inherited from his father a certain piece of land
by virtue of a deed of extra-judicial partition.
To arrange the documents for the properties of his parents,
Hermoso engaged the services of Atty Juan
After the death of Atty Juan, documents surfaced revealing that
the properties have been conveyed to Hermososbrothers and
sisters and, Juan and his sisters though Hermoso did not intend
such.
A deed of extra-judicial partition w/ quitclaim in favor of Rodolfo
de Leon surfaced with Hermosos signature in it(which was actually
forged)
Rodolfo sold the land to Aurora Alcantara. Hermoso questions the
sale.
RTC ruled that Hermosos claim on the land is barred by laches
since 18 years has passed since the land was sold. Italso ruled that
the deed of extra-judicial partition, being a notarial document, is
presumed authentic. CA reversed.
Issue:
No. There was no valid delivery as Rodolfo is not the rightful owner
of the land. A contract of sale is perfected by mereconsent, upon
meeting of the minds, on the offer and acceptance thereof based
on subject matter, price and terms of payment.At this stage,
sellers ownership of the land is not an element in the perfection of
the contract. However, this contractcreates an obligation on the
part of the seller to transfer ownership and to deliver the subject
matter of the contract.
It is during delivery that the law requires the seller to have the
right to transfer ownership of the thing sold.
It is throughdelivery or tradition that the buyer acquires the real
rights of ownership over the thing sold. At the time of
delivery,Rodolfo was not the owner of the land, thus the
consummation of the contract and the consequent transfer
would,then, depend on whether he subsequently acquired
ownership of the land in accordance with Art 1434 of the
CivilCode.But the extra-judicial partition was found to be forged
hence there was no valid transfer of ownershipRodolfo
neverbecame the owner of the land.Possession in good faith and
acquisition by virtue of prescription cannot be sustained if it is in
derogation of the rightsof the registered owner.
Calisang v Dizon