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CASES NO.

5
SEPTEMBER 8, 2018
WILLS AND SUCCESSION

LEGITIME
Concepts
1. Francisco v. Francisco-Alfonso......................................................2
2. Sps. Joaquin v. CA..........................................................................5
3. Maononsong v. Estimo.................................................................10
Who are entitled to Legitimes; Compulsory Heirs
1. Rosales v. Rosales..........................................................................16
2. Ining v. Vega..................................................................................19
3. Uson v. Del Rosario......................................................................25
4. Castro v. CA..................................................................................27
5. Tayag v. CA...................................................................................33
Concurrence of Compulsory Heirs and their corresponding legitimes
1. Sayson v. CA..................................................................................39
2. In the Matter of Adoption of Stephanie Garcia.........................43
3. Reyes v. Sotero..............................................................................48
4. In Re: Petition of Adoption of Michelle Lim..............................52
5. In the Matter of Intestate Estate of Suntay.................................56
6. Suntay v. Suntay...........................................................................62
7. Bartolome v. SSS............................................................................71
Determination or Computation
1. Vda. De Tupas v. RTC..................................................................78
2. Mateo v. Lagua..............................................................................80
3. Natcher v. CA................................................................................83
Collation
1. De Roma v. CA..............................................................................87
2. Vizconde v. CA.............................................................................89
3. Imperial v. CA...............................................................................93
4. Arellano v. Pascual.......................................................................98
FIRST DIVISION Bulacan issued TCT No. T-59.585 to Regina Francisco and TCT T-59.586 to
Zenaida Pascual.4
G.R. No. 138774            March 8, 2001
On April 1, 1991, Aida filed with the Regional Trial Court, Bulacan a
REGINA FRANCISCO AND ZENAIDA PASCUAL, petitioners,  complaint against petitioners for annulment of sale with damages.5 She
vs. alleged that the signature of her late father, Gregorio Francisco, on
AIDA FRANCISCO-ALFONSO, respondent. the Kasulatan sa Ganap na Bilihan dated August 15, 1983, was a forgery.

PARDO, J.: In their joint answer to the complaint, petitioners denied the alleged forgery
or simulation of the deed of sale. After due proceedings, on July 21, 1994, the
May a legitimate daughter be deprived of her share in the estate of her trial court rendered a decision dismissing the complaint. The dispositive
deceased father by a simulated contract transferring the property of her portion reads:
father to his illegitimate children?
"WHEREFORE, on the basis of the evidence adduced and the law
The case before the Court is an appeal via certiorari from the decision of the applicable thereon, the Court hereby renders judgment:
Court of Appeals1 declaring void the deed of sale of two parcels of land
conveyed to petitioners who are illegitimate children of the deceased to the "a) sustaining the validity of the "Kasulatan Sa Ganap Na Bilihan"
exclusion of respondent, his sole legitimate daughter. (Exh."G") executed on 15 August 1993 by the late Gregorio
Francisco in favor of the defendants;
The facts2 are:
"b) affirming the validity of the Transfer Certificates of Title No.
Respondent Aida Francisco-Alfonso (hereafter Aida) is the only daughter T-59.585 (Exh. "I") issued to defendant Regina Francisco and No. T-
of spouses Gregorio Francisco and Cirila de la Cruz, who are now both 59.386 (Exh. "H") issued to defendant Zenaida Pascual; and
deceased.
"c) dismissing the complaint as well as the defendants' counterclaim
Petitioners, on the other hand, are daughters of the late Gregorio Francisco for damages and attorney's fees for lack of merit." 6
with his common law wife Julia Mendoza, with whom he begot seven (7)
children. In time7, respondent Alfonso appealed to the Court of Appeals.8

Gregorio Francisco (hereafter Gregorio) owned two parcels of residential After due proceedings, on April 30, 1999, the Court of Appeals
land, situated in Barangay Lolomboy, Bocaue, Bulacan, covered by TCT promulgated its decision reversing that of the trial court, the dispositive
Nos. T-32740 and T-117160. When Gregorio was confined in a hospital in portion of which reads:
1990, he confided to his daughter Aida that the certificates of title of his
property were in the possession of Regina Francisco and Zenaida Pascual. "WHEREFORE, the Decision dated July 21, 1994 of the court a quo is
REVERSED and SET ASIDE and another rendered as follows:
After Gregorio died on July 20, 1990,3 Aida inquired about the certificates
of title from her half sisters. They informed her that Gregorio had sold the "1. The Kasulatan Sa Ganap na Bilihan dated August 15, 1983
land to them on August 15, 1983. After verification, Aida learned that there (Exhibit "G") is declared null and void from the beginning and TCT
was indeed a deed of absolute sale in favor of Regina Francisco and Zenaida Nos. T-59.585 (M) and T-59-586 (M), both of the Registry of Deeds of
Pascual. Thus, on August 15, 1983, Gregorio executed a "Kasulatan sa Ganap Bulacan (Meycauayan Branch) in the names of Regina Francisco and
na Bilihan, whereby for P25,000.00, he sold the two parcels of land to Regina Zenaida Pascual, respectively, are annulled and cancelled;
Francisco and Zenaida Pascual. By virtue of the sale, the Register of Deeds of
"2. The Register of Deeds of Bulacan (Meycauayan Branch) is buying and selling RTW (Ready to Wear) items in August of 1983 and prior
ordered to cancel the aforementioned TCT Nos. T-59.585 (M) and T- thereto.
59.586 (M) and to reinstate Transfer Certificates of Title Nos. T-
132740 and T-117160 both in the name of Gregorio Francisco. Zenaida alleged that she paid her father the amount of P10,000.00. She did
not withdraw money from her bank account at the Rural Bank of
"3. Defendants-appellees Regina Francisco and Zenaida Pascual Meycauayan, Bulacan, to pay for the property. She had personal savings
jointly and solidarily are ordered to pay plaintiff-appellant Alfonso other than those deposited in the bank. Her gross earnings from the RTW for
the amount of P5,000.00 as moral damages, P5,000.00 as exemplary three years was P9,000.00, and she earned P50.00 a night at the club.16
damages and P5,000.00 as attorney's fees.
Regina Francisco, on the other hand, was a market vendor, selling nilugaw,
"4. The counterclaim of defendants-appellees is dismissed for lack of earning a net income of P300.00 a day in 1983. She bought the property from
merit. the deceased for P15,000.00.17 She had no other source of income.

"Costs of suit against said defendants-appellees." 9 We find it incredible that engaging in buy and sell could raise the amount of
P10,000.00, or that earnings in selling goto could save enough to pay
Hence, this petition.10 P15,000.00, in cash for the land.

The main issue raised is whether the Supreme Court may review the factual The testimonies of petitioners were incredible considering their inconsistent
findings of the appellate court. The jurisdiction of this Court in cases brought statements as to whether there was consideration for the sale and also as to
before it from the Court of Appeals under Rule 45 of the Revised Rules of whether the property was bought below or above its supposed market value.
Court is limited to review of pure errors of law. It is not the function of this They could not even present a single witness to the kasulatan that would
Court to analyze or weigh evidence all over again, unless there is a showing prove receipt of the purchase price.
that the findings of the lower court are totally devoid of support or are
glaringly erroneous as to constitute grave abuse of discretion.11 Since there was no cause or consideration for the sale, the same was a
simulation and hence, null and void.18
The findings of fact of the Court of Appeals supported by substantial
evidence are conclusive and binding on the parties and are not reviewable by Second: Even if the kasulatan was not simulated, it still violated the Civil
this Court,12 unless the case falls under any of the recognized exceptions to Code19 provisions insofar as the transaction affected respondent's legitime.
the rule.13 The sale was executed in 1983, when the applicable law was the Civil
Code, not the Family Code.
Petitioner has failed to prove that the case falls within the exceptions. 14
Obviously, the sale was Gregorio's way to transfer the property to his
We affirm the decision of the Court of Appeals because: illegitimate daughters20 at the expense of his legitimate daughter. The sale
was executed to prevent respondent Alfonso from claiming her legitime
First: The kasulatan was simulated. There was no consideration for the and rightful share in said property. Before his death, Gregorio had a
contract of sale. Felicitas de la Cruz, a family friend of the Franciscos, change of heart and informed his daughter about the titles to the property.
testified that Zenaida Pascual and Regina Francisco did not have any source
of income in 1983, when they bought the property, until the time when According to Article 888, Civil Code:
Felicitas testified in 1991.15
"The legitime of legitimate children and descendants consists of
As proof of income, however, Zenaida Pascual testified that she was engaged one-half of the hereditary estate of the father and of the mother.
in operating a canteen, working as cashier in Mayon Night Club as well as
"The latter may freely dispose of the remaining half subject to the
rights of illegitimate children and of the surviving spouse as
hereinafter provided."

Gregorio Francisco did not own any other property. If indeed the parcels of
land involved were the only property left by their father, the sale in fact
would deprive respondent of her share in her father's estate. By law, she is
entitled to half of the estate of her father as his only legitimate child.21

The legal heirs of the late Gregorio Francisco must be determined in proper
testate or intestate proceedings for settlement of the estate. His compulsory
heir cannot be deprived of her share in the estate save by disinheritance as
prescribed by law.22

WHEREFORE, the petition is hereby DENIED. The decision of the Court of


Appeals in CA-G. R. CV No. 48545 is AFFIRMED, in toto.

No costs.

SO ORDERED.

Davide, Jr., C.J., Puno, Kapunan, and Ynares-Santiago, JJ., concur.


FIRST DIVISION Defendant spouses Leonardo Joaquin and Feliciana Landrito are the parents
of plaintiffs Consolacion, Nora, Emma and Natividad as well as of
defendants Fidel, Tomas, Artemio, Clarita, Felicitas, Fe, and Gavino, all
surnamed JOAQUIN. The married Joaquin children are joined in this action
[G.R. No. 126376. November 20, 2003] by their respective spouses.

Sought to be declared null and void ab initio are certain deeds of sale of real
property executed by defendant parents Leonardo Joaquin and Feliciana
SPOUSES BERNARDO BUENAVENTURA and CONSOLACION Landrito in favor of their co-defendant children and the corresponding
JOAQUIN, SPOUSES JUANITO EDRA and NORA JOAQUIN, certificates of title issued in their names, to wit:
SPOUSES RUFINO VALDOZ and EMMA JOAQUIN, and
NATIVIDAD JOAQUIN, petitioners, vs. COURT OF APPEALS, 1. Deed of Absolute Sale covering Lot 168-C-7 of subdivision plan
SPOUSES LEONARDO JOAQUIN and FELICIANA LANDRITO, (LRC) Psd-256395 executed on 11 July 1978, in favor of
SPOUSES FIDEL JOAQUIN and CONCHITA BERNARDO, defendant Felicitas Joaquin, for a consideration of P6,000.00
SPOUSES TOMAS JOAQUIN and SOLEDAD ALCORAN, (Exh. C), pursuant to which TCT No. [36113/T-172] was issued
SPOUSES ARTEMIO JOAQUIN and SOCORRO ANGELES, in her name (Exh. C-1);
SPOUSES ALEXANDER MENDOZA and CLARITA JOAQUIN,
SPOUSES TELESFORO CARREON and FELICITAS JOAQUIN, 2. Deed of Absolute Sale covering Lot 168-I-3 of subdivision plan
SPOUSES DANILO VALDOZ and FE JOAQUIN, and SPOUSES (LRC) Psd-256394 executed on 7 June 1979, in favor of
GAVINO JOAQUIN and LEA ASIS, respondents. defendant Clarita Joaquin, for a consideration
of P1[2],000.00(Exh. D), pursuant to which TCT No. S-109772
DECISION was issued in her name (Exh. D-1);

CARPIO, J.: 3 Deed of Absolute Sale covering Lot 168-I-1 of subdivision plan


(LRC) Psd-256394 executed on 12 May 1988, in favor of
defendant spouses Fidel Joaquin and Conchita Bernardo, for a
consideration of P54,[3]00.00 (Exh. E), pursuant to which TCT
The Case No. 155329 was issued to them (Exh. E-1);
4. Deed of Absolute Sale covering Lot 168-I-2 of subdivision plan
This is a petition for review on certiorari[1] to annul the (LRC) Psd-256394 executed on 12 May 1988, in favor of
Decision[2] dated 26 June 1996 of the Court of Appeals in CA-G.R. CV No. defendant spouses Artemio Joaquin and Socorro Angeles, for a
41996. The Court of Appeals affirmed the Decision [3] dated 18 February consideration of P[54,3]00.00 (Exh. F), pursuant to which TCT
1993 rendered by Branch 65 of the Regional Trial Court of Makati (trial court) No. 155330 was issued to them (Exh. F-1); and
in Civil Case No. 89-5174. The trial court dismissed the case after it found
that the parties executed the Deeds of Sale for valid consideration and that 5. Absolute Sale of Real Property covering Lot 168-C-4 of
the plaintiffs did not have a cause of action against the defendants. subdivision plan (LRC) Psd-256395 executed on 9 September
1988, in favor of Tomas Joaquin, for a consideration
of P20,000.00 (Exh. G), pursuant to which TCT No. 157203 was
issued in her name (Exh. G-1).
The Facts

The Court of Appeals summarized the facts of the case as follows:


[6. Deed of Absolute Sale covering Lot 168-C-1 of subdivision plan that the certificates of title were issued with sufficient factual and legal basis.
(LRC) Psd-256395 executed on 7 October 1988, in favor of [4]
 (Emphasis in the original)
Gavino Joaquin, for a consideration of P25,000.00 (Exh. K),
pursuant to which TCT No. 157779 was issued in his name
(Exh. K-1).] The Ruling of the Trial Court

In seeking the declaration of nullity of the aforesaid deeds of sale and


certificates of title, plaintiffs, in their complaint, aver: Before the trial, the trial court ordered the dismissal of the case against
defendant spouses Gavino Joaquin and Lea Asis. [5] Instead of filing an
- XX- Answer with their co-defendants, Gavino Joaquin and Lea Asis filed a
Motion to Dismiss.[6] In granting the dismissal to Gavino Joaquin and Lea
The deeds of sale, Annexes C, D, E, F, and G, [and K] are simulated as they Asis, the trial court noted that compulsory heirs have the right to a legitime
are, are NULL AND VOID AB INITIO because but such right is contingent since said right commences only from the
moment of death of the decedent pursuant to Article 777 of the Civil Code of
the Philippines.[7]
a) Firstly, there was no actual valid consideration for the deeds of
sale xxx over the properties in litis; After trial, the trial court ruled in favor of the defendants and dismissed
the complaint. The trial court stated:
b) Secondly, assuming that there was consideration in the sums
reflected in the questioned deeds, the properties are more In the first place, the testimony of the defendants, particularly that of the xxx
than three-fold times more valuable than the measly sums father will show that the Deeds of Sale were all executed for valuable
appearing therein; consideration. This assertion must prevail over the negative allegation of
plaintiffs.
c) Thirdly, the deeds of sale do not reflect and express the true
intent of the parties (vendors and vendees); and And then there is the argument that plaintiffs do not have a valid cause of
action against defendants since there can be no legitime to speak of prior to
d) Fourthly, the purported sale of the properties in litis was the the death of their parents. The court finds this contention tenable. In
result of a deliberate conspiracy designed to unjustly determining the legitime, the value of the property left at the death of the
deprive the rest of the compulsory heirs (plaintiffs herein) of testator shall be considered (Art. 908 of the New Civil Code). Hence, the
their legitime. legitime of a compulsory heir is computed as of the time of the death of the
decedent. Plaintiffs therefore cannot claim an impairment of their legitime
- XXI - while their parents live.

Necessarily, and as an inevitable consequence, Transfer Certificates of Title All the foregoing considered, this case is DISMISSED.
Nos. 36113/T-172, S-109772, 155329, 155330, 157203 [and 157779] issued by
the Registrar of Deeds over the properties in litis xxx are NULL AND In order to preserve whatever is left of the ties that should bind families
VOID AB INITIO. together, the counterclaim is likewise DISMISSED.

Defendants, on the other hand aver (1) that plaintiffs do not have a cause of No costs.
action against them as well as the requisite standing and interest to assail
their titles over the properties in litis; (2) that the sales were with sufficient SO ORDERED.[8]
considerations and made by defendants parents voluntarily, in good faith,
and with full knowledge of the consequences of their deeds of sale; and (3)
The Ruling of the Court of Appeals SO ORDERED.[9]

Hence, the instant petition.


The Court of Appeals affirmed the decision of the trial court. The
appellate court ruled:

To the mind of the Court, appellants are skirting the real and decisive issue Issues
in this case, which is, whether xxx they have a cause of action against
appellees. Petitioners assign the following as errors of the Court of Appeals:

Upon this point, there is no question that plaintiffs-appellants, like their 1. THE COURT OF APPEALS ERRED IN NOT HOLDING THAT
defendant brothers and sisters, are compulsory heirs of defendant spouses, THE CONVEYANCE IN QUESTION HAD NO VALID
Leonardo Joaquin and Feliciana Landrito, who are their parents. However, CONSIDERATION.
their right to the properties of their defendant parents, as compulsory heirs,
2. THE COURT OF APPEALS ERRED IN NOT HOLDING THAT
is merely inchoate and vests only upon the latters death. While still alive,
EVEN ASSUMING THAT THERE WAS A CONSIDERATION,
defendant parents are free to dispose of their properties, provided that such
THE SAME IS GROSSLY INADEQUATE.
dispositions are not made in fraud of creditors.
3. THE COURT OF APPEALS ERRED IN NOT HOLDING THAT
Plaintiffs-appellants are definitely not parties to the deeds of sale in THE DEEDS OF SALE DO NOT EXPRESS THE TRUE INTENT
question. Neither do they claim to be creditors of their defendant OF THE PARTIES.
parents. Consequently, they cannot be considered as real parties in interest to
4. THE COURT OF APPEALS ERRED IN NOT HOLDING THAT
assail the validity of said deeds either for gross inadequacy or lack of
THE CONVEYANCE WAS PART AND PARCEL OF A
consideration or for failure to express the true intent of the parties. In point is
CONSPIRACY AIMED AT UNJUSTLY DEPRIVING THE REST
the ruling of the Supreme Court in Velarde, et al. vs. Paez, et al., 101 SCRA
OF THE CHILDREN OF THE SPOUSES LEONARDO
376, thus:
JOAQUIN AND FELICIANA LANDRITO OF THEIR
INTEREST OVER THE SUBJECT PROPERTIES.
The plaintiffs are not parties to the alleged deed of sale and are not
principally or subsidiarily bound thereby; hence, they have no legal capacity 5. THE COURT OF APPEALS ERRED IN NOT HOLDING THAT
to challenge their validity. PETITIONERS HAVE A GOOD, SUFFICIENT AND VALID
CAUSE OF ACTION AGAINST THE PRIVATE
Plaintiffs-appellants anchor their action on the supposed impairment of their RESPONDENTS.[10]
legitime by the dispositions made by their defendant parents in favor of their
defendant brothers and sisters. But, as correctly held by the court a quo, the
legitime of a compulsory heir is computed as of the time of the death of the The Ruling of the Court
decedent. Plaintiffs therefore cannot claim an impairment of their legitime
while their parents live.
We find the petition without merit.
With this posture taken by the Court, consideration of the errors assigned by We will discuss petitioners legal interest over the properties subject of
plaintiffs-appellants is inconsequential. the Deeds of Sale before discussing the issues on the purported lack of
consideration and gross inadequacy of the prices of the Deeds of Sale.
WHEREFORE, the decision appealed from is hereby AFFIRMED, with costs
against plaintiffs-appellants.
Whether Petitioners have a legal interest
over the properties subject of the Deeds of Sale their properties. In their overzealousness to safeguard their future
legitime, petitioners forget that theoretically, the sale of the lots to their
siblings does not affect the value of their parents estate. While the sale of
Petitioners Complaint betrays their motive for filing this case. In their the lots reduced the estate, cash of equivalent value replaced the lots taken
Complaint, petitioners asserted that the purported sale of the properties in from the estate.
litis was the result of a deliberate conspiracy designed to unjustly deprive
the rest of the compulsory heirs (plaintiffs herein) of their legitime.
Petitioners strategy was to have the Deeds of Sale declared void so that
ownership of the lots would eventually revert to their respondent Whether the Deeds of Sale are void
parents. If their parents die still owning the lots, petitioners and their for lack of consideration
respondent siblings will then co-own their parents estate by hereditary
succession.[11] Petitioners assert that their respondent siblings did not actually pay the
It is evident from the records that petitioners are interested in the prices stated in the Deeds of Sale to their respondent father. Thus, petitioners
properties subject of the Deeds of Sale, but they have failed to show any ask the court to declare the Deeds of Sale void.
legal right to the properties. The trial and appellate courts should have A contract of sale is not a real contract, but a consensual contract. As a
dismissed the action for this reason alone. An action must be prosecuted in consensual contract, a contract of sale becomes a binding and valid contract
the name of the real party-in-interest.[12] upon the meeting of the minds as to price. If there is a meeting of the minds
of the parties as to the price, the contract of sale is valid, despite the manner
[T]he question as to real party-in-interest is whether he is the party who of payment, or even the breach of that manner of payment. If the real price is
would be benefitted or injured by the judgment, or the party entitled to the not stated in the contract, then the contract of sale is valid but subject to
avails of the suit. reformation. If there is no meeting of the minds of the parties as to the price,
because the price stipulated in the contract is simulated, then the contract is
x x x void.[14] Article 1471 of the Civil Code states that if the price in a contract of
sale is simulated, the sale is void.
In actions for the annulment of contracts, such as this action, the real parties
It is not the act of payment of price that determines the validity of a
are those who are parties to the agreement or are bound either principally or
contract of sale. Payment of the price has nothing to do with the perfection of
subsidiarily or are prejudiced in their rights with respect to one of the
the contract. Payment of the price goes into the performance of the
contracting parties and can show the detriment which would positively
contract. Failure to pay the consideration is different from lack of
result to them from the contract even though they did not intervene in it
consideration. The former results in a right to demand the fulfillment or
(Ibaez v. Hongkong & Shanghai Bank, 22 Phil. 572 [1912]) xxx.
cancellation of the obligation under an existing valid contract while the latter
prevents the existence of a valid contract.[15]
These are parties with a present substantial interest, as distinguished from
a mere expectancy or future, contingent, subordinate, or consequential Petitioners failed to show that the prices in the Deeds of Sale were
interest. The phrase present substantial interest more concretely is meant absolutely simulated. To prove simulation, petitioners presented Emma
such interest of a party in the subject matter of the action as will entitle him, Joaquin Valdozs testimony stating that their father, respondent Leonardo
under the substantive law, to recover if the evidence is sufficient, or that he Joaquin, told her that he would transfer a lot to her through a deed of sale
has the legal title to demand and the defendant will be protected in a without need for her payment of the purchase price. [16] The trial court did not
payment to or recovery by him.[13] find the allegation of absolute simulation of price credible. Petitioners failure
to prove absolute simulation of price is magnified by their lack of knowledge
Petitioners do not have any legal interest over the properties subject of their respondent siblings financial capacity to buy the questioned lots.
of the Deeds of Sale. As the appellate court stated, petitioners right to their
[17]
 On the other hand, the Deeds of Sale which petitioners presented as
parents properties is merely inchoate and vests only upon their parents evidence plainly showed the cost of each lot sold. Not only did respondents
death. While still living, the parents of petitioners are free to dispose of minds meet as to the purchase price, but the real price was also stated in the
Deeds of Sale. As of the filing of the complaint, respondent siblings have also Moreover, the factual findings of the appellate court are conclusive on
fully paid the price to their respondent father.[18] the parties and carry greater weight when they coincide with the factual
findings of the trial court. This Court will not weigh the evidence all over
again unless there has been a showing that the findings of the lower court are
Whether the Deeds of Sale are void totally devoid of support or are clearly erroneous so as to constitute serious
for gross inadequacy of price abuse of discretion.[20] In the instant case, the trial court found that the lots
were sold for a valid consideration, and that the defendant children actually
paid the purchase price stipulated in their respective Deeds of Sale. Actual
Petitioners ask that assuming that there is consideration, the same is payment of the purchase price by the buyer to the seller is a factual finding
grossly inadequate as to invalidate the Deeds of Sale. that is now conclusive upon us.

Articles 1355 of the Civil Code states: WHEREFORE, we AFFIRM the decision of the Court of Appeals in toto.
SO ORDERED.
Art. 1355. Except in cases specified by law, lesion or inadequacy of cause
shall not invalidate a contract, unless there has been fraud, mistake or Davide, Jr., C.J., (Chairman), Panganiban, Ynares-Santiago, and Azcuna,
undue influence. (Emphasis supplied) JJ., concur.

Article 1470 of the Civil Code further provides:

Art. 1470. Gross inadequacy of price does not affect a contract of sale, except


as may indicate a defect in the consent, or that the parties really intended a
donation or some other act or contract.(Emphasis supplied)

Petitioners failed to prove any of the instances mentioned in Articles


1355 and 1470 of the Civil Code which would invalidate, or even affect, the
Deeds of Sale. Indeed, there is no requirement that the price be equal to the
exact value of the subject matter of sale. All the respondents believed that
they received the commutative value of what they gave.As we stated
in Vales v. Villa:[19]

Courts cannot follow one every step of his life and extricate him from bad
bargains, protect him from unwise investments, relieve him from one-sided
contracts, or annul the effects of foolish acts.Courts cannot constitute
themselves guardians of persons who are not legally incompetent. Courts
operate not because one person has been defeated or overcome by another,
but because he has been defeated or overcome illegally. Men may do foolish
things, make ridiculous contracts, use miserable judgment, and lose money
by them indeed, all they have in the world; but not for that alone can the law
intervene and restore. There must be, in addition, a violation of the law, the
commission of what the law knows as an actionable wrong, before the courts
are authorized to lay hold of the situation and remedy it. (Emphasis in the
original)
FIRST DIVISION surnamed dela Cruz, and of Gloria dela Cruz Racadio and Aurora dela Cruz
Nicolas; and (6) Vicente Lopez, the father of petitioner Milagros Lopez
Manongsong (Manongsong).

[G. R. No. 136773. June 25, 2003] The contested property is a parcel of land on San Jose Street, Manuyo
Uno, Las Pias, Metro Manila with an area of approximately 152 square
meters (Property). The records do not show that the Property is registered
under the Torrens system. The Property is particularly described in Tax
MILAGROS MANONGSONG, joined by her husband, CARLITO Declaration No. B-001-00390[3] as bounded in the north by Juan Gallardo,
MANONGSONG, petitioners, vs. FELOMENA JUMAQUIO south by Calle Velay, east by Domingo Lavana and west by San Jose
ESTIMO, EMILIANA JUMAQUIO, NARCISO ORTIZ, Street. Tax Declaration No. B-001-00390 was registered with the Office of the
CELESTINO ORTIZ, RODOLFO ORTIZ, ERLINDA O. OCAMPO, Municipal Assessor of Las Pias on 30 September 1984 in the name of Benigna
PASTOR ORTIZ, JR., ROMEO ORTIZ BENJAMIN DELA CRUZ, Lopez, et al.[4] However, the improvements on the portion of the Property
SR., BENJAMIN DELA CRUZ, JR., AURORA NICOLAS, GLORIA denominated as No. 831 San Jose St., Manuyo Uno, Las Pias were separately
RACADIO, ROBERTO DELA CRUZ, JOSELITO DELA CRUZ and declared in the name of Filomena J. Estimo under Tax Declaration No. 90-
LEONCIA S. LOPEZ, respondents. 001-02145 dated 14 October 1991.[5]
Milagros and Carlito Manongsong (petitioners) filed a Complaint [6] on
DECISION 19 June 1992, alleging that Manongsong and respondents are the owners pro
indiviso of the Property.Invoking Article 494 of the Civil Code, [7] petitioners
CARPIO, J.:
prayed for the partition and award to them of an area equivalent to one-fifth
(1/5) of the Property or its prevailing market value, and for damages.

The Case Petitioners alleged that Guevarra was the original owner of the
Property. Upon Guevarras death, her children inherited the Property. Since
Dominador Lopez died without offspring, there were only five children left
Before this Court is a petition for review [1] assailing the Decision[2] of 26 as heirs of Guevarra. Each of the five children, including Vicente Lopez, the
June 1998 and the Resolution of 21 December 1998 of the Court of Appeals in father of Manongsong, was entitled to a fifth of the Property.As Vicente
CA-G.R. CV No. 51643. The Court of Appeals reversed the Decision dated 10 Lopez sole surviving heir, Manongsong claims her fathers 1/5 share in the
April 1995 of the Regional Trial Court of Makati City, Branch 135, in Civil Property by right of representation.
Case No. 92-1685, partitioning the property in controversy and awarding to
There is no dispute that respondents, who are the surviving spouses of
petitioners a portion of the property.
Guevarras children and their offspring, have been in possession of the
Property for as long as they can remember. The area actually occupied by
each respondent family differs, ranging in size from approximately 25 to 50
Antecedent Facts square meters. Petitioners are the only descendants not occupying any
portion of the Property.

Spouses Agatona Guevarra (Guevarra) and Ciriaco Lopez had six (6) Most respondents, specifically Narciso, Rodolfo, Pastor Jr., and
children, namely: (1) Dominador Lopez; (2) Enriqueta Lopez-Jumaquio, the Celestino Ortiz, and Erlinda Ortiz Ocampo (Ortiz family), as well as
mother of respondents Emiliana Jumaquio Rodriguez and Felomena Benjamin Sr., Benjamin Jr., and Roberto dela Cruz, Aurora dela Cruz Nicolas
Jumaquio Estimo (Jumaquio sisters); (3) Victor Lopez, married to respondent and Gloria Dela Cruz Racadio (Dela Cruz family), entered into a compromise
Leoncia Lopez; (4) Benigna Lopez-Ortiz, the mother of respondents Narciso, agreement with petitioners. Under the Stipulation of Facts and Compromise
Celestino, Rodolfo, Pastor Jr. and Romeo Ortiz, and Erlinda Ortiz Ocampo; Agreement[8] dated 12 September 1992 (Agreement), petitioners and the Ortiz
(5) Rosario Lopez-dela Cruz, married to respondent Benjamin dela Cruz, Sr. and Dela Cruz families agreed that each group of heirs would receive an
and the mother of respondents Benjamin Jr., Roberto, and Joselito, all equal share in the Property. The signatories to the Agreement asked the trial
court to issue an order of partition to this effect and prayed further that those ang kabuuang sukat ng lupang nabanggit sa itaas nito sa pamamagitan ng
who have exceeded said one-fifth (1/5) must be reduced so that those who bilihang walang anomang pasubali. Ang lupang ito ay walang kasama at
have less and those who have none shall get the correct and proper portion.[9] hindi taniman ng palay o mais.
Among the respondents, the Jumaquio sisters and Leoncia Lopez who
Simula sa araw na ito ay aking ililipat ang pagmamay-ari at pagtatangkilik
each occupy 50 square meter portions of the Property and Joselito dela Cruz,
ng nasabing lupa kay ENRIQUETA LOPEZ sa kanilang/kanyang
did not sign the Agreement.[10] However, only the Jumaquio sisters actively
tagapagmana at kahalili x x x.
opposed petitioners claim. The Jumaquio sisters contended that Justina
Navarro (Navarro), supposedly the mother of Guevarra, sold the Property to
Guevarras daughter Enriqueta Lopez Jumaquio. The Clerk of Court of the Regional Trial Court of Manila certified on 1
June 1994 that the KASULATAN SA BILIHAN NG LUPA, between Justina
The Jumaquio sisters presented provincial Tax Declaration No. 911 [11] for Navarro (Nagbili) and Enriqueta Lopez (Bumili), was notarized by Atty.
the year 1949 in the sole name of Navarro. Tax Declaration No. 911 described Ruperto Q. Andrada on 11 October 1957 and entered in his Notarial Register
a residential parcel of land with an area of 172.51 square meters, located on xxx.[13] The certification further stated that Atty. Andrada was a duly
San Jose St., Manuyo, Las Pias, Rizal with the following boundaries: Juan appointed notary public for the City of Manila in 1957.
Gallardo to the north, I. Guevarra Street to the south, Rizal Street to the east
and San Jose Street to the west. In addition, Tax Declaration No. 911 stated Because the Jumaquio sisters were in peaceful possession of their
that the houses of "Agatona Lopez" and "Enriquita Lopez" stood on the portion of the Property for more than thirty years, they also invoked the
Property as improvements. defense of acquisitive prescription against petitioners, and charged that
petitioners were guilty of laches. The Jumaquio sisters argued that the
The Jumaquio sisters also presented a notarized KASULATAN SA present action should have been filed years earlier, either by Vicente Lopez
BILIHAN NG LUPA[12] (Kasulatan) dated 11 October 1957, the relevant when he was alive or by Manongsong when the latter reached legal
portion of which states: age. Instead, petitioners filed this action for partition only in 1992
when Manongsong was already 33 years old.
AKO SI JUSTINA NAVARRO, sapat ang gulang, may asawa, Pilipino at
naninirahan sa LAS PIAS, ay siyang nagma-may-ari at nagtatangkilik ng
isang lagay na lupa na matatagpuan sa Manuyo, Las Pias, Rizal, lihis sa The Ruling of the Trial Court
anomang pagkakautang lalong napagkikilala sa pamamagitan ng mga
sumusunod na palatandaan:
After trial on the merits, the trial court in its Decision [14] of 10 April 1995
BOUNDARIES: ruled in favor of petitioners. The trial court held that the Kasulatan was void,
even absent evidence attacking its validity. The trial court declared:
NORTH: JUAN GALLARDO SOUTH: I. GUEVARRA ST.
EAST: RIZAL ST., WEST: SAN JOSE ST., It appears that the ownership of the estate in question is
controverted. According to defendants Jumaquios, it pertains to them
na may sukat na 172.51 metros cuadrados na may TAX through conveyance by means of a Deed of Sale executed by their common
DECLARATION BILANG 911. ancestor Justina Navarro to their mother Enriqueta, which deed was
presented in evidence as Exhs. 4 to 4-A. Plaintiff Milagros Manongsong
NA DAHIL AT ALANG ALANG sa halagang DALAWANG DAAN debunks the evidence as fake. The document of sale, in the observance of the
LIMANGPUNG PISO (P250.00), SALAPING PILIPINO, na sa akin ay Court, is however duly authenticated by means of a certificate issued by the
kaliwang iniabot at ibinayad ni ENRIQUETA LOPEZ, may sapat na gulang, RTC of the Manila Clerk of Court as duly notarized public document (Exh.
Pilipino, may asawa at naninirahan sa Las Pias, Rizal, at sa karapatang ito ay 5). No countervailing proof was adduced by plaintiffs to overcome or
aking pinatutunayan ng pagkakatanggap ng nasabing halaga na buong impugn the documents legality or its validity.
kasiyahan ng aking kalooban ay aking IPINAGBILI, ISINALIN AT INILIPAT
sa nasabing, ENRIQUETA LOPEZ, sa kanyang mga tagapagmana at kahalili,
xxx The conveyance made by Justina Navarro is subject to nullity because The Ruling of the Court of Appeals
the property conveyed had a conjugal character. No positive evidence had
been introduced that it was solely a paraphernal property. The name of
Justina Navarros spouse/husband was not mentioned and/or whether the Petitioners, in their appellees brief before the Court of Appeals,
husband was still alive at the time the conveyance was made to Justina presented for the first time a supposed photocopy of the death
Navarro. Agatona Guevarra as her compulsory heir should have the legal certificate[16] of Guevarra, which stated that Guevarras mother was a certain
right to participate with the distribution of the estate under question to the Juliana Gallardo. Petitioner also attached an affidavit [17] from Benjamin dela
exclusion of others. She is entitled to her legitime. The Deed of Sale [Exhs 4 & Cruz, Sr. attesting that he knew Justina Navarro only by name and had never
4-1(sic)] did not at all provide for the reserved legitime or the heirs, and, met her personally, although he had lived for some years with Agatona
therefore it has no force and effect against Agatona Guevarra and her six (6) Guevarra after his marriage with Rosario Lopez. On the basis of these
legitimate children including the grandchildren, by right of representation, documents, petitioners assailed the genuineness and authenticity of
as described in the order of intestate succession. The same Deed of Sale the Kasulatan.
should be declared a nullity ab initio. The law on the matter is clear. The The Court of Appeals refused to take cognizance of the death certificate
compulsory heirs cannot be deprived of their legitime, except on (sic) cases and affidavit presented by petitioners on the ground that petitioners never
expressly specified by law like for instance disinheritance for cause. formally offered these documents in evidence.
xxx (Emphasis supplied)
The appellate court further held that the petitioners were bound by their
Since the other respondents had entered into a compromise agreement admission that Navarro was the original owner of the Property, as follows:
with petitioners, the dispositive portion of the trial courts decision was
directed against the Jumaquio sisters only, as follows: Moreover, plaintiffs-appellees themselves admitted before the trial court that
Justina Navarro and not Juliana Gallardo was the original owner of the
WHEREFORE, premises considered, judgment is hereby rendered in favor of subject property and was the mother of Agatona Navarro (sic). Plaintiffs-
plaintiffs and against the remaining active defendants, Emiliana Jumaquio appellees in their Reply-Memorandum averred:
and Felomena J. Estimo, jointly and severally, ordering:
As regards the existence of common ownership, the defendants clearly admit
1. That the property consisting of 152 square meters referred to above be as follows:
immediately partitioned giving plaintiff Milagros Lopez-Manongsong her
lawful share of 1/5 of the area in square meters, or the prevailing market xxx xxx xxx
value on the date of the decision;
History of this case tells us that originally the property was owned by
2. Defendants to pay plaintiffs the sum of P10,000.00 as compensatory JUSTINA NAVARRO who has a daughter by the name of AGATONA
damages for having deprived the latter the use and enjoyment of the fruits of GUEVARRA who on the other hand has six children namely: xxx xxx xxx.
her 1/5 share;
which point-out that co-ownership exists on the property between the
3. Defendants to pay plaintiffs litigation expenses and attorneys fee in the parties. Since this is the admitted history, facts of the case, it follows that
sum of P10,000.00; and there should have been proper document to extinguish this status of co-
ownership between the common owners either by (1) Court action or proper
4. Defendants to pay the costs of suit. deed of tradition, xxx xxx xxx.

SO ORDERED.[15] (Emphasis supplied) The trial court confirms these admissions of plaintiffs-appellees. The trial
court held:
When the trial court denied their motion for reconsideration, the
Jumaquio sisters appealed to the Court of Appeals. xxx xxx xxx
With the parties admissions and their conformity to a factual common line of Petitioners filed a motion for reconsideration, but the Court of Appeals
relationship of the heirs with one another, it has been elicited ascendant denied the same in its Resolution of 21 December 1998.[19]
Justina Navarro is the common ancestor of the heirs herein mentioned,
however, it must be noted that the parties failed to amplify who was the On 28 January 1999, petitioners appealed the appellate courts decision
husband and the number of compulsory heirs of Justina and resolution to this Court. The Court initially denied the petition for
Navarro. xxx xxx xxx review due to certain procedural defects. The Court, however, gave due
course to the petition in its Resolution of 31 January 2000.[20]
Therefore, plaintiffs-appellees cannot now be heard contesting the fact that
Justina Navarro was their common ancestor and was the original owner of
the subject property. The Issues

The Court of Appeals further held that the trial court erred in assuming
Petitioners raise the following issues before this Court:
that the Property was conjugal in nature when Navarro sold it. The appellate
court reasoned as follows: 1. WHETHER PETITIONER HAS NO COUNTERVAILING
EVIDENCE ON THE ALLEGED SALE BY ONE JUSTINA
However, it is a settled rule that the party who invokes the presumption that NAVARRO;
all property of marriage belongs to the conjugal partnership, must first prove
2. WHETHER THERE IS PRETERITION AND THE ISSUES
that the property was acquired during the marriage. Proof of acquisition
RAISED ARE REVIEWABLE;
during the coveture is a condition sine qua non for the operation of the
presumption in favor of conjugal ownership. 3. WHETHER THERE IS CO-OWNERSHIP PRO INDIVISO;
4. WHETHER THE RULE OF THE MAJORITY CO-OWNERS ON
In this case, not a single iota of evidence was submitted to prove that the
THE LAND SHOULD PREVAIL;
subject property was acquired by Justina Navarro during her marriage. xxx
5. WHETHER THE ALLEGED SALE IS VALID AND BINDS THE
The findings of the trial court that the subject property is conjugal in nature OTHER CO-HEIRS;
is not supported by any evidence.
6. WHETHER PRESCRIPTION APPLIES AGAINST THE SHARE
OF PETITIONERS.[21]
To the contrary, records show that in 1949 the subject property was declared,
for taxation purposes under the name of Justina Navarro alone. This The fundamental question for resolution is whether petitioners were
indicates that the land is the paraphernal property of Justina Navarro. able to prove, by the requisite quantum of evidence, that Manongsong is a
co-owner of the Property and therefore entitled to demand for its partition.
For these reasons, the Court of Appeals reversed the decision of the trial
court, thus:
The Ruling of the Court
WHEREFORE, foregoing considered, the appealed decision is hereby
REVERSED and SET ASIDE. A new one is hereby rendered DISMISSING
plaintiffs-appellees complaint in so far as defendants-appellants are The petition lacks merit.
concerned.
The issues raised by petitioners are mainly factual in nature. In general,
only questions of law are appealable to this Court under Rule 45. However,
Costs against plaintiffs-appellees. where the factual findings of the trial court and Court of Appeals conflict,
this Court has the authority to review and, if necessary, reverse the findings
SO ORDERED.[18] of fact of the lower courts.[22] This is precisely the situation in this case.
We review the factual and legal issues of this case in light of the general than 30 years old, (2) found in the proper custody, and (3) unblemished by
rules of evidence and the burden of proof in civil cases, as explained by this any alteration or by any circumstance of suspicion. It appears, on its face, to
Court in Jison v. Court of Appeals :[23] be genuine.[27]
Nevertheless, the trial court held that the Kasulatan was void because
xxx Simply put, he who alleges the affirmative of the issue has the burden of
the Property was conjugal at the time Navarro sold it to Enriqueta Lopez
proof, and upon the plaintiff in a civil case, the burden of proof never parts.
Jumaquio. We do not agree.The trial courts conclusion that the Property was
However, in the course of trial in a civil case, once plaintiff makes out
conjugal was not based on evidence, but rather on a misapprehension of
a prima facie case in his favor, the duty or the burden of evidence shifts to
Article 160 of the Civil Code, which provides:
defendant to controvert plaintiff's prima facie case, otherwise, a verdict must
be returned in favor of plaintiff. Moreover, in civil cases, the party having the
burden of proof must produce a preponderance of evidence thereon, with All property of the marriage is presumed to belong to the conjugal
plaintiff having to rely on the strength of his own evidence and not upon the partnership, unless it be proved that it pertains exclusively to the husband or
weakness of the defendants. The concept of preponderance of evidence to the wife.
refers to evidence which is of greater weight, or more convincing, that which
is offered in opposition to it; at bottom, it means probability of truth. As the Court of Appeals correctly pointed out, the presumption under
Article 160 of the Civil Code applies only when there is proof that the
property was acquired during the marriage. Proof of acquisition during the
marriage is an essential condition for the operation of the presumption in
Whether the Court of Appeals erred in affirming the validity of the favor of the conjugal partnership.[28]
Kasulatan sa Bilihan ng Lupa
There was no evidence presented to establish that Navarro acquired the
Property during her marriage. There is no basis for applying the
Petitioners anchor their action for partition on the claim that presumption under Article 160 of the Civil Code to the present case. On the
Manongsong is a co-owner or co-heir of the Property by inheritance, more contrary, Tax Declaration No. 911 showed that, as far back as in 1949, the
specifically, as the heir of her father, Vicente Lopez. Petitioners likewise Property was declared solely in Navarros name. [29] This tends to support the
allege that the Property originally belonged to Guevarra, and that Vicente argument that the Property was not conjugal.
Lopez inherited from Guevarra a 1/5 interest in the Property. As the parties
claiming the affirmative of these issues, petitioners had the burden of proof We likewise find no basis for the trial courts declaration that the sale
to establish their case by preponderance of evidence. embodied in the Kasulatan deprived the compulsory heirs of Guevarra of
their legitimes. As opposed to a disposition inter vivos by lucrative or
To trace the ownership of the Property, both contending parties gratuitous title, a valid sale for valuable consideration does not diminish the
presented tax declarations and the testimonies of witnesses. However, the estate of the seller. When the disposition is for valuable consideration, there
Jumaquio sisters also presented a notarized KASULATAN SA BILIHAN NG is no diminution of the estate but merely a substitution of values, [30] that is,
LUPA which controverted petitioners claim of co-ownership. the property sold is replaced by the equivalent monetary consideration.
The Kasulatan, being a document acknowledged before a notary public, Under Article 1458 of the Civil Code, the elements of a valid contract of
is a public document and prima facie evidence of its authenticity and due sale are: (1) consent or meeting of the minds; (2) determinate subject matter
execution. To assail the authenticity and due execution of a notarized and (3) price certain in money or its equivalent. [31] The presence of these
document, the evidence must be clear, convincing and more than merely elements is apparent on the face of the Kasulatan itself. The Property was
preponderant.[24] Otherwise the authenticity and due execution of the sold in 1957 for P250.00.[32]
document should be upheld.[25] The trial court itself held that (n)o
countervailing proof was adduced by plaintiffs to overcome or impugn the
documents legality or its validity.[26]
Whether the Court of Appeals erred in not admitting the documents
Even if the Kasulatan was not notarized, it would be deemed an ancient presented by petitioners for the first time on appeal
document and thus still presumed to be authentic. The Kasulatan is: (1) more
We find no error in the Court of Appeals refusal to give any probative SO ORDERED.
value to the alleged birth certificate of Guevarra and the affidavit of
Benjamin dela Cruz, Sr. Petitioners belatedly attached these documents to Davide, Jr., C.J., (Chairman), Vitug, Ynares-Santiago, and Azcuna,
their appellees brief. Petitioners could easily have offered these documents JJ., concur.
during the proceedings before the trial court. Instead, petitioners presented
these documents for the first time on appeal without any explanation. For
reasons of their own, petitioners did not formally offer in evidence these
documents before the trial court as required by Section 34, Rule 132 of the
Rules of Court.[33] To admit these documents now is contrary to due process,
as it deprives respondents of the opportunity to examine and controvert
them.
Moreover, even if these documents were admitted, they would not
controvert Navarros ownership of the Property. Benjamin dela Cruz, Sr.s
affidavit stated merely that, although he knew Navarro by name, he was not
personally acquainted with her.[34] Guevarras alleged birth certificate casts
doubt only as to whether Navarro was indeed the mother of Guevarra. These
documents do not prove that Guevarra owned the Property or that Navarro
did not own the Property.
Petitioners admitted before the trial court that Navarro was the mother
of Guevarra. However, petitioners denied before the Court of Appeals that
Navarro was the mother of Guevarra. We agree with the appellate court that
this constitutes an impermissible change of theory. When a party adopts a
certain theory in the court below, he cannot change his theory on appeal. To
allow him to do so is not only unfair to the other party, it is also offensive to
the basic rules of fair play, justice and due process.[35]
If Navarro were not the mother of Guevarra, it would only further
undermine petitioners case. Absent any hereditary relationship between
Guevarra and Navarro, the Property would not have passed from Navarro to
Guevarra, and then to the latters children, including petitioners, by
succession. There would then be no basis for petitioners claim of co-
ownership by virtue of inheritance from Guevarra. On the other hand, this
would not undermine respondents position since they anchor their claim on
the sale under the Kasulatan and not on inheritance from Guevarra.
Since the notarized Kasulatan is evidence of greater weight which
petitioners failed to refute by clear and convincing evidence, this Court holds
that petitioners were not able to prove by preponderance of evidence that the
Property belonged to Guevarras estate. There is therefore no legal basis for
petitioners complaint for partition of the Property.
WHEREFORE, the Decision of 26 June 1998 of the Court of Appeals in
CA-G.R. CV No. 51643, dismissing the complaint of petitioners against
Felomena Jumaquio Estimo and Emiliana Jumaquio, is AFFIRMED.
Republic of the Philippines In the course of the intestate proceedings, the trial court issued an Order
SUPREME COURT dated June 16, 1972 declaring the following in individuals the legal heirs of
Manila the deceased and prescribing their respective share of the estate —

FIRST DIVISION Fortunata T. Rosales (husband), 1/4; Magna R. Acebes


(daughter), 1/4; Macikequerox Rosales, 1/4; and Antonio
G.R. No. L-40789 February 27, 1987 Rosales son, 1/4.

INTESTATE ESTATE OF PETRA V. ROSALES, IRENEA C. This declaration was reiterated by the trial court in its Order I dated
ROSALES, petitioner,  February 4, 1975.
vs.
FORTUNATO ROSALES, MAGNA ROSALES ACEBES, These Orders notwithstanding, Irenea Rosales insisted in getting a share of
MACIKEQUEROX ROSALES and ANTONIO ROSALES, respondents. the estate in her capacity as the surviving spouse of the late Carterio Rosales,
son of the deceased, claiming that she is a compulsory heir of her mother-in-
Jose B. Echaves for petitioner. law together with her son, Macikequerox Rosales.

Jose A. Binghay and Paul G. Gorres for respondents. Thus, Irenea Rosales sought the reconsideration of the aforementioned
Orders. The trial court denied her plea. Hence this petition.

In sum, the petitioner poses two (2) questions for Our resolution petition.
GANCAYCO, J.: First — is a widow (surviving spouse) an intestate heir of her mother-in-law?
Second — are the Orders of the trial court which excluded the widow from
getting a share of the estate in question final as against the said widow?
In this Petition for Review of two (2) Orders of the Court of First Instance of
Cebu the question raised is whether the widow whose husband predeceased
his mother can inherit from the latter, her mother-in-law. Our answer to the first question is in the negative.

It appears from the record of the case that on February 26, 1971, Mrs. Petra V. Intestate or legal heirs are classified into two (2) groups, namely, those who
Rosales, a resident of Cebu City, died intestate. She was survived by her inherit by their own right, and those who inherit by the right of
husband Fortunate T. Rosales and their two (2) children Magna Rosales representation. 1 Restated, an intestate heir can only inherit either by his own
Acebes and Antonio Rosales. Another child, Carterio Rosales, predeceased right, as in the order of intestate succession provided for in the Civil
her, leaving behind a child, Macikequerox Rosales, and his widow Irenea C. Code, 2 or by the right of representation provided for in Article 981 of the
Rosales, the herein petitioner. The estate of the dismissed has an estimated same law. The relevant provisions of the Civil Code are:
gross value of about Thirty Thousand Pesos (P30,000.00).
Art. 980. The children of the deceased shall always inherit
On July 10, 1971, Magna Rosales Acebes instituted the proceedings for the from him in their own right, dividing the inheritance in
settlement of the estate of the deceased in the Court of First Instance of Cebu. equal shares.
The case was docketed as Special Proceedings No. 3204-R. Thereafter, the
trial court appointed Magna Rosales Acebes administratrix of the said estate. Art. 981. Should children of the deceased and descendants of
other children who are dead, survive, the former shall
inherit in their own right, and the latter by right of
representation.
Art. 982. The grandchildren and other descendants shag Compulsory heirs mentioned in Nos. 3, 4 and 5 are not
inherit by right of representation, and if any one of them excluded by those in Nos. 1 and 2; neither do they exclude
should have died, leaving several heirs, the portion one another.
pertaining to him shall be divided among the latter in equal
portions. In all cases of illegitimate children, their filiation must be
duly proved.
Art. 999. When the widow or widower survives with
legitimate children or their descendants and illegitimate The father or mother of illegitimate children of the three
children or their descendants, whether legitimate or classes mentioned, shall inherit from them in the manner
illegitimate, such widow or widower shall be entitled to the and to the extent established by this Code.
same share as that of a legitimate child.
The aforesaid provision of law 3 refers to the estate of the deceased spouse in
There is no provision in the Civil Code which states that a widow (surviving which case the surviving spouse (widow or widower) is a compulsory heir. It
spouse) is an intestate heir of her mother-in-law. The entire Code is devoid of does not apply to the estate of a parent-in-law.
any provision which entitles her to inherit from her mother-in- law either by
her own right or by the right of representation. The provisions of the Code Indeed, the surviving spouse is considered a third person as regards the
which relate to the order of intestate succession (Articles 978 to 1014) estate of the parent-in-law. We had occasion to make this observation
enumerate with meticulous exactitude the intestate heirs of a decedent, with in Lachenal v. Salas, 4 to Wit:
the State as the final intestate heir. The conspicuous absence of a provision
which makes a daughter-in-law an intestate heir of the deceased all the more
We hold that the title to the fishing boat should be
confirms Our observation. If the legislature intended to make the surviving
determined in Civil Case No. 3597 (not in the intestate
spouse an intestate heir of the parent-in-law, it would have so provided in
proceeding) because it affects the lessee thereof, Lope L.
the Code.
Leoncio, the decedent's son-in-law, who, although married to
his daughter or compulsory heir, is nevertheless a third person
Petitioner argues that she is a compulsory heir in accordance with the with respect to his estate. ... (Emphasis supplied).
provisions of Article 887 of the Civil Code which provides that:
By the same token, the provision of Article 999 of the Civil Code aforecited
Art. 887. The following are compulsory heirs: does not support petitioner's claim. A careful examination of the said Article
confirms that the estate contemplated therein is the estate of the deceased
(1) Legitimate children and descendants, with respect to spouse. The estate which is the subject matter of the intestate estate
their legitimate parents and ascendants; proceedings in this case is that of the deceased Petra V. Rosales, the mother-
in-law of the petitioner. It is from the estate of Petra V. Rosales that
(2) In default of the foregoing, legitimate parents and Macikequerox Rosales draws a share of the inheritance by the right of
ascendants, with respect to their legitimate children and representation as provided by Article 981 of the Code.
descendants;
The essence and nature of the right of representation is explained by Articles
(3) The widow or widower; 970 and 971 of the Civil Code, viz —

(4) Acknowledged natural children, and natural children by Art. 970. Representation is a right created by fiction of law,
legal fiction; by virtue of which the representative is raised to the place
and the degree of the person represented, and acquires the
(5) Other illegitimate children referred to in article 287; rights which the latter would have if he were living or if he
could have inherited.
Art. 971. The representative is called to the succession by the
law and not by the person represented. The representative does
not succeed the person represented but the one whom the
person represented would have succeeded. (Emphasis
supplied.)

Article 971 explicitly declares that Macikequerox Rosales is called to


succession by law because of his blood relationship. He does not succeed his
father, Carterio Rosales (the person represented) who predeceased his
grandmother, Petra Rosales, but the latter whom his father would have
succeeded. Petitioner cannot assert the same right of representation as she
has no filiation by blood with her mother-in-law.

Petitioner however contends that at the time of the death of her husband
Carterio Rosales he had an inchoate or contingent right to the properties of
Petra Rosales as compulsory heir. Be that as it may, said right of her husband
was extinguished by his death that is why it is their son Macikequerox
Rosales who succeeded from Petra Rosales by right of representation. He did
not succeed from his deceased father, Carterio Rosales.

On the basis of the foregoing observations and conclusions, We find it


unnecessary to pass upon the second question posed by the petitioner.

Accordingly, it is Our considered opinion, and We so hold, that a surviving


spouse is not an intestate heir of his or her parent-in-law.

WHEREFORE, in view of the foregoing, the Petition is hereby DENIED for


lack of merit, with costs against the petitioner. Let this case be remanded to
the trial-court for further proceedings.

SO ORDERED.

Yap (Chairman), Narvasa, Melencio-Herrera, Cruz, Feliciano and Sarmiento, JJ.,


concur.
Republic of the Philippines Leon Roldan (Leon), married to Rafaela Menez (Rafaela), is the owner of a
SUPREME COURT 3,120-square meter parcel of land (subject property) in Kalibo, Aklan covered
Manila by Original Certificate of Title No. (24071) RO-6305 (OCT RO-630). Leon and
Rafaela died without issue. Leon was survived by his siblings Romana
SECOND DIVISION Roldan (Romana) and Gregoria Roldan Ining (Gregoria), who are now both
deceased.
G.R. No. 174727               August 12, 2013
Romana was survived by her daughter Anunciacion Vega and grandson,
ANTIPOLO INING (DECEASED), SURVIVED BY MANUEL herein respondent Leonardo R. Vega (Leonardo) (also both deceased).
VILLANUEVA, TEODORA VILLANUEVA-FRANCISCO, CAMILO Leonardo in turn is survived by his wife Lourdes and children Restonilo I.
FRANCISCO, ADOLFO FRANCISCO, LUCIMO FRANCISCO, JR., Vega, Crispulo M. Vega, Milbuena Vega-Restituto and Lenard Vega, the
MILAGROS FRANCISCO,* CELEDONIO FRANCISCO, substituted respondents.
HERMINIGILDO FRANCISCO; RAMON TRESVALLES, ROBERTO
TAJONERA, NATIVIDAD INING-IBEA (DECEASED) SURVIVED BY Gregoria, on the other hand, was survived by her six children: petitioners
EDILBERTO IBEA, JOSEFA IBEA, MARTHA IBEA, CARMEN IBEA, Natividad Ining-Ibea (Natividad), Dolores Ining-Rimon (Dolores), Antipolo,
AMPARO IBEA-FERNANDEZ, HENRY RUIZ, EUGENIO RUIZ AND and Pedro; Jose; and Amando. Natividad is survived by Edilberto Ibea,
PASTOR RUIZ; DOLORES INING-RIMON (DECEASED) SURVIVED BY Josefa Ibea, Martha Ibea, Carmen Ibea, Amparo Ibea-Fernandez, Henry Ruiz
JESUS RIMON, CESARIA RIMON GONZALES AND REMEDIOS and Pastor Ruiz. Dolores is survived by Jesus Rimon, Cesaria Rimon
RIMON CORDERO; AND PEDRO INING (DECEASED) SURVIVED BY Gonzales and Remedios Rimon Cordero. Antipolo is survived by Manuel
ELISA TAN INING (WIFE) AND PEDRO INING, JR., PETITIONERS,  Villanueva, daughter Teodora Villanueva-Francisco (Teodora), Camilo
vs. Francisco (Camilo), Adolfo Francisco (Adolfo), Lucimo Francisco, Jr. (Lucimo
LEONARDO R. VEGA, SUBSTITUTED BY LOURDES VEGA, Jr.), Milagros Francisco, Celedonio Francisco, and Herminigildo Francisco
RESTONILO I. VEGA, CRISPULO M. VEGA, MILBUENA VEGA- (Herminigildo). Pedro is survived by his wife, Elisa Tan Ining and Pedro
RESTITUTO, AND LENARD VEGA, RESPONDENTS. Ining, Jr. Amando died without issue. As for Jose, it is not clear from the
records if he was made party to the proceedings, or if he is alive at all.
DECISION
In short, herein petitioners, except for Ramon Tresvalles (Tresvalles) and
DEL CASTILLO, J.: Roberto Tajonera (Tajonera), are Gregoria’s grandchildren or spouses thereof
(Gregoria’s heirs).
One who is merely related by affinity to the decedent does not inherit from
the latter and cannot become a co-owner of the decedent’s property. In 1997, acting on the claim that one-half of subject property belonged to him
Consequently, he cannot effect a repudiation of the co-ownership of the as Romana’s surviving heir, Leonardo filed with the Regional Trial Court
estate that was formed among the decedent’s heirs. (RTC) of Kalibo, Aklan Civil Case No. 52756 for partition, recovery of
ownership and possession, with damages, against Gregoria’s heirs. In his
Amended Complaint,7 Leonardo alleged that on several occasions, he
Assailed in this Petition for Review on Certiorari1 are the March 14, 2006
demanded the partition of the property but Gregoria’s heirs refused to heed
Decision2 of the Court of Appeals (CA) in CA-G.R. CV No. 74687 and its
his demands; that the matter reached the level of the Lupon Tagapamayapa,
September 7, 2006 Resolution3 denying petitioners’ Motion for
which issued a certification to file a court action sometime in 1980; that
Reconsideration.4
Gregoria’s heirs claimed sole ownership of the property; that portions of the
property were sold to Tresvalles and Tajonera, which portions must be
Factual Antecedents collated and included as part of the portion to be awarded to Gregoria’s
heirs; that in 1979, Lucimo Francisco, Sr. (Lucimo Sr.), husband of herein
petitioner Teodora, illegally claimed absolute ownership of the property and
transferred in his name the tax declaration covering the property; that from In the meantime, Leonardo passed away and was duly substituted by his
1988, Lucimo Sr. and Teodora have deprived him (Leonardo) of the fruits of heirs, the respondents herein.14
the property estimated at ₱1,000.00 per year; that as a result, he incurred
expenses by way of attorney’s fees and litigation costs. Leonardo thus prayed During the course of the proceedings, the following additional relevant facts
that he be declared the owner of half of the subject property; that the same be came to light:
partitioned after collation and determination of the portion to which he is
entitled; that Gregoria’s heirs be ordered to execute the necessary documents 1. In 1995, Leonardo filed against petitioners Civil Case No. 4983 for
or agreements; and that he (Leonardo) be awarded actual damages in the partition with the RTC Kalibo, but the case was dismissed and
amount of ₱1,000.00 per year from 1988, attorney’s fees of ₱50,000.00, and referred to the Kalibo Municipal Trial Court (MTC), where the case
lawyer’s appearance fees of ₱500.00 per hearing. was docketed as Civil Case No. 1366. However, on March 4, 1997,
the MTC dismissed Civil Case No. 1366 for lack of jurisdiction and
In their Answer8 with counterclaim, Teodora, Camilo, Adolfo, Lucimo Jr. and declared that only the RTC can take cognizance of the partition
Herminigildo claimed that Leonardo had no cause of action against them; case;15
that they have become the sole owners of the subject property through
Lucimo Sr. who acquired the same in good faith by sale from Juan Enriquez 2. The property was allegedly sold by Leon to Enriquez through an
(Enriquez), who in turn acquired the same from Leon, and Leonardo was unnotarized document dated April 4, 1943.16 Enriquez in turn
aware of this fact; that they were in continuous, actual, adverse, notorious allegedly sold the property to Lucimo Sr. on November 25, 1943 via
and exclusive possession of the property with a just title; that they have been another private sale document;17
paying the taxes on the property; that Leonardo’s claim is barred by estoppel
and laches; and that they have suffered damages and were forced to litigate
3. Petitioners were in sole possession of the property for more than
as a result of Leonardo’s malicious suit. They prayed that Civil Case No. 5275
30 years, while Leonardo acquired custody of OCT RO-630;18
be dismissed; that Leonardo be declared to be without any right to the
property; that Leonardo be ordered to surrender the certificate of title to the
property; and that they be awarded ₱20,000.00 as moral damages, ₱10,000.00 4. On February 9, 1979, Lucimo Sr. executed an Affidavit of
as temperate and nominal damages, ₱20,000.00 as attorney’s fees, and double Ownership of Land19 claiming sole ownership of the property which
costs. he utilized to secure in his name Tax Declaration No. 16414 (TD
16414) over the property and to cancel Tax Declaration No. 20102 in
Leon’s name;20
The other Gregoria heirs, as well as Tresvalles and Tajonera were declared in
default.9
5. Lucimo Sr. died in 1991; and
As agreed during pre-trial, the trial court commissioned Geodetic Engineer
Rafael M. Escabarte to identify the metes and bounds of the property.10 The 6. The property was partitioned among the petitioners, to the
resulting Commissioner’s Report and Sketch,11 as well as the Supplementary exclusion of Leonardo.21
Commissioner’s Report,12 were duly approved by the parties. The parties
then submitted the following issues for resolution of the trial court: Ruling of the Regional Trial Court

Whether Leonardo is entitled to a share in Leon’s estate; On November 19, 2001, the trial court rendered a Decision,22 which decreed
as follows:
Whether Leon sold the subject property to Lucimo Sr.; and
WHEREFORE, premises considered, judgment is hereby rendered:
Whether Leonardo’s claim has prescribed, or that he is barred by estoppel or
laches.13 Dismissing the complaint on the ground that plaintiffs’ right of action has
long prescribed under Article 1141 of the New Civil Code;
Declaring Lot 1786 covered by OCT No. RO-630 (24071) to be the common On March 14, 2006, the CA issued the questioned Decision,27 which
property of the heirs of Gregoria Roldan Ining and by virtue whereof, OCT contained the following decretal portion:
No. RO-630 (24071) is ordered cancelled and the Register of Deeds of the
Province of Aklan is directed to issue a transfer certificate of title to the heirs IN LIGHT OF ALL THE FOREGOING, this appeal is GRANTED. The
of Natividad Ining, one-fourth (1/4) share; Heirs of Dolores Ining, one- decision of the Regional Trial Court, Br. 8, Kalibo, Aklan in Civil Case No.
fourth (1/4) share; Heirs of Antipolo Ining, one-fourth (1/4) share; and Heirs 5275 is REVERSED and SET ASIDE. In lieu thereof, judgment is rendered as
of Pedro Ining, one-fourth (1/4) share. follows:

For lack of sufficient evidence, the counterclaim is ordered dismissed. 1. Declaring 1/2 portion of Lot 1786 as the share of the plaintiffs as
successors-in-interest of Romana Roldan;
With cost against the plaintiffs.
2. Declaring 1/2 portion of Lot 1786 as the share of the defendants as
SO ORDERED.23 successors-in-interest of Gregoria Roldan Ining;

The trial court found the April 4, 1943 and November 25, 1943 deeds of sale 3. Ordering the defendants to deliver the possession of the portion
to be spurious. It concluded that Leon never sold the property to Enriquez, described in paragraphs 8 and 9 of the Commissioner’s Report
and in turn, Enriquez never sold the property to Lucimo Sr., hence, the (Supplementary) to the herein plaintiffs;
subject property remained part of Leon’s estate at the time of his death in
1962. Leon’s siblings, Romana and Gregoria, thus inherited the subject 4. Ordering the cancellation of OCT No. RO-630 (24071) in the name
property in equal shares. Leonardo and the respondents are entitled to of Leon Roldan and the Register of Deeds of Aklan is directed to
Romana’s share as the latter’s successors. issue transfer certificates of title to the plaintiffs in accordance with
paragraphs 8 and 9 of the sketch plan as embodied in the
However, the trial court held that Leonardo had only 30 years from Leon’s Commissioner’s Report (Supplementary) and the remaining portion
death in 1962 – or up to 1992 – within which to file the partition case. Since thereof be adjudged to the defendants.
Leonardo instituted the partition suit only in 1997, the same was already
barred by prescription. It held that under Article 1141 of the Civil Code,24 an Other claims and counterclaims are dismissed.
action for partition and recovery of ownership and possession of a parcel of
land is a real action over immovable property which prescribes in 30 years. Costs against the defendants-appellees.
In addition, the trial court held that for his long inaction, Leonardo was
guilty of laches as well. Consequently, the property should go to Gregoria’s
SO ORDERED.28
heirs exclusively.
The CA held that the trial court’s declaration of nullity of the April 4, 1943
Respondents moved for reconsideration25 but the same was denied by the
and November 25, 1943 deeds of sale in favor of Enriquez and Lucimo Sr.,
RTC in its February 7, 2002 Order.26
respectively, became final and was settled by petitioners’ failure to appeal
the same. Proceeding from the premise that no valid prior disposition of the
Ruling of the Court of Appeals property was made by its owner Leon and that the property – which
remained part of his estate at the time of his death – passed on by succession
Only respondents interposed an appeal with the CA. Docketed as CA-G.R. to his two siblings, Romana and Gregoria, which thus makes the parties
CV No. 74687, the appeal questioned the propriety of the trial court’s herein – who are Romana’s and Gregoria’s heirs – co-owners of the property
dismissal of Civil Case No. 5275, its application of Article 1141, and the in equal shares, the appellate court held that only the issues of prescription
award of the property to Gregoria’s heirs exclusively. and laches were needed to be resolved.
The CA did not agree with the trial court’s pronouncement that Leonardo’s On the basis of the above pronouncements, the CA granted respondents’
action for partition was barred by prescription. The CA declared that prayer for partition, directing that the manner of partitioning the property
prescription began to run not from Leon’s death in 1962, but from Lucimo shall be governed by the Commissioner’s Report and Sketch and the
Sr.’s execution of the Affidavit of Ownership of Land in 1979, which Supplementary Commissioner’s Report which the parties did not contest.
amounted to a repudiation of his co-ownership of the property with
Leonardo. Applying the fifth paragraph of Article 494 of the Civil Code, Petitioners filed their Motion for Reconsideration31 which the CA denied in
which provides that "[n]o prescription shall run in favor of a co-owner or co- its assailed September 7, 2006 Resolution.32 Hence, the present Petition.
heir against his co-owners or co-heirs so long as he expressly or impliedly
recognizes the co-ownership," the CA held that it was only when Lucimo Sr. Issues
executed the Affidavit of Ownership of Land in 1979 and obtained a new tax
declaration over the property (TD 16414) solely in his name that a
Petitioners raise the following arguments:
repudiation of his co-ownership with Leonardo was made, which
repudiation effectively commenced the running of the 30-year prescriptive
period under Article 1141. I

The CA did not consider Lucimo Sr.’s sole possession of the property for THE APPELLATE COURT COMMITTED GRAVE ABUSE OF
more than 30 years to the exclusion of Leonardo and the respondents as a DISCRETION IN REVERSING THE DECISION OF THE TRIAL
valid repudiation of the co-ownership either, stating that his exclusive COURT ON THE GROUND THAT LUCIMO FRANCISCO
possession of the property and appropriation of its fruits – even his REPUDIATED THE CO-OWNERSHIP ONLY ON FEBRUARY 9,
continuous payment of the taxes thereon – while adverse as against 1979.
strangers, may not be deemed so as against Leonardo in the absence of clear
and conclusive evidence to the effect that the latter was ousted or deprived II
of his rights as co-owner with the intention of assuming exclusive ownership
over the property, and absent a showing that this was effectively made THE APPELLATE COURT ERRED IN NOT UPHOLDING THE
known to Leonardo. Citing Bargayo v. Camumot29 and Segura v. DECISION OF THE TRIAL COURT DISMISSING THE
Segura,30 the appellate court held that as a rule, possession by a co-owner COMPLAINT ON THE GROUND OF PRESCRIPTION AND
will not be presumed to be adverse to the other co-owners but will be held to LACHES.33
benefit all, and that a co-owner or co-heir is in possession of an inheritance
pro-indiviso for himself and in representation of his co-owners or co-heirs if Petitioners’ Arguments
he administers or takes care of the rest thereof with the obligation to deliver
the same to his co-owners or co-heirs, as is the case of a depositary, lessee or Petitioners insist in their Petition and Reply34 that Lucimo Sr.’s purchase of
trustee. the property in 1943 and his possession thereof amounted to a repudiation of
the co-ownership, and that Leonardo’s admission and acknowledgment of
The CA added that the payment of taxes by Lucimo Sr. and the issuance of a Lucimo Sr.’s possession for such length of time operated to bestow upon
new tax declaration in his name do not prove ownership; they merely petitioners – as Lucimo Sr.’s successors-in-interest – the benefits of
indicate a claim of ownership. Moreover, petitioners’ act of partitioning the acquisitive prescription which proceeded from the repudiation.
property among themselves to the exclusion of Leonardo cannot affect the
latter; nor may it be considered a repudiation of the co-ownership as it has Petitioners contend that Leonardo’s inaction – from Lucimo Sr.’s taking
not been shown that the partition was made known to Leonardo. possession in 1943, up to 1995, when Leonardo filed Civil Case No. 4983 for
partition with the RTC Kalibo – amounted to laches or neglect. They add that
The CA held further that the principle of laches cannot apply as against during the proceedings before the Lupon Tagapamayapa in 1980, Leonardo
Leonardo and the respondents. It held that laches is controlled by equitable was informed of Lucimo Sr.’s purchase of the property in 1943; this
considerations and it cannot be used to defeat justice or to perpetuate fraud; notwithstanding, Leonardo did not take action then against Lucimo Sr. and
it cannot be utilized to deprive the respondents of their rightful inheritance. did so only in 1995, when he filed Civil Case No. 4983 – which was
eventually dismissed and referred to the MTC. They argue that, all this time, transfer from Leon to Lucimo Sr. took place, the subject property clearly
Leonardo did nothing while Lucimo Sr. occupied the property and claimed remained part of Leon’s estate upon his passing in 1962.
all its fruits for himself.
Leon died without issue; his heirs are his siblings Romana and Gregoria.
Respondents’ Arguments
Since Leon died without issue, his heirs are his siblings, Romana and
Respondents, on the other hand, argue in their Comment 35 that – Gregoria, who thus inherited the property in equal shares. In turn, Romana’s
and Gregoria’s heirs – the parties herein – became entitled to the property
For purposes of clarity, if [sic] is respectfully submitted that eighteen (18) upon the sisters’ passing. Under Article 777 of the Civil Code, the rights to
legible copies has [sic] not been filed in this case for consideration in banc the succession are transmitted from the moment of death.
[sic] and nine (9) copies in cases heard before a division in that [sic] all copies
of pleadings served to the offices concern [sic] where said order [sic] was Gregoria’s and Romana’s heirs are co-owners of the subject property.
issued were not furnished two (2) copies each in violation to [sic] the adverse
parties [sic] to the clerk of court, Regional Trial Court, Branch 8, Kalibo, Thus, having succeeded to the property as heirs of Gregoria and Romana,
Aklan, Philippines; to the Honorable Court of Appeals so that No [sic] action petitioners and respondents became co-owners thereof. As co-owners, they
shall be taken on such pleadings, briefs, memoranda, motions, and other may use the property owned in common, provided they do so in accordance
papers as fail [sic] to comply with the requisites set out in this paragraph. with the purpose for which it is intended and in such a way as not to injure
the interest of the co-ownership or prevent the other co-owners from using it
The foregoing is confirmed by affidavit of MERIDON F. OLANDESCA, the according to their rights.37 They have the full ownership of their parts and of
law secretary of the Petitioner [sic] who sent [sic] by Registered mail to Court the fruits and benefits pertaining thereto, and may alienate, assign or
of Appeals, Twentieth Division, Cebu City; to Counsel for Respondent [sic] mortgage them, and even substitute another person in their enjoyment,
and to the Clerk of Court Supreme Court Manila [sic]. except when personal rights are involved.38 Each co-owner may demand at
any time the partition of the thing owned in common, insofar as his share is
These will show that Petitioner has [sic] violated all the requirements of concerned.39 Finally, no prescription shall run in favor of one of the co-heirs
furnishing two (2) copies each concerned party [sic] under the Rule of Courts against the others so long as he expressly or impliedly recognizes the co-
[sic].36 ownership.40

Our Ruling For prescription to set in, the repudiation must be done by a co-owner.

The Court denies the Petition. Time and again, it has been held that "a co-owner cannot acquire by
prescription the share of the other co-owners, absent any clear repudiation of
The finding that Leon did not sell the property to Lucimo Sr. had long been the co-ownership. In order that the title may prescribe in favor of a co-owner,
settled and had become final for failure of petitioners to appeal. Thus, the the following requisites must concur: (1) the co-owner has performed
property remained part of Leon’s estate. unequivocal acts of repudiation amounting to an ouster of the other co-
owners; (2) such positive acts of repudiation have been made known to the
other co-owners; and (3) the evidence thereof is clear and convincing." 41
One issue submitted for resolution by the parties to the trial court is whether
Leon sold the property to Lucimo Sr.1âwphi1The trial court, examining the
two deeds of sale executed in favor of Enriquez and Lucimo Sr., found them From the foregoing pronouncements, it is clear that the trial court erred in
to be spurious. It then concluded that no such sale from Leon to Lucimo Sr. reckoning the prescriptive period within which Leonardo may seek partition
ever took place. Despite this finding, petitioners did not appeal. from the death of Leon in 1962. Article 1141 and Article 494 (fifth paragraph)
Consequently, any doubts regarding this matter should be considered provide that prescription shall begin to run in favor of a co-owner and
settled. Thus, petitioners’ insistence on Lucimo Sr.’s 1943 purchase of the against the other co-owners only from the time he positively renounces the
property to reinforce their claim over the property must be ignored. Since no co-ownership and makes known his repudiation to the other co-owners.
Lucimo Sr. challenged Leonardo’s co-ownership of the property only More significantly, the property, which is registered under the Torrens
sometime in 1979 and 1980, when the former executed the Affidavit of system and covered by OCT RO-630, is in Leon’s name. Leon’s ownership
Ownership of Land, obtained a new tax declaration exclusively in his name, ceased only in 1962, upon his death when the property passed on to his heirs
and informed the latter – before the Lupon Tagapamayapa – of his 1943 by operation of law.
purchase of the property. These apparent acts of repudiation were followed
later on by Lucimo Sr.’s act of withholding Leonardo’s share in the fruits of In fine, since none of the co-owners made a valid repudiation of the existing
the property, beginning in 1988, as Leonardo himself claims in his Amended co-ownership, Leonardo could seek partition of the property at any time.
Complaint. Considering these facts, the CA held that prescription began to
run against Leonardo only in 1979 – or even in 1980 – when it has been made WHEREFORE, the Petition is DENIED. The assailed March 14, 2006 Decision
sufficiently clear to him that Lucimo Sr. has renounced the co-ownership and and the September 7, 2006 Resolution of the Court of Appeals in CA-G.R. CV
has claimed sole ownership over the property. The CA thus concluded that No. 74687are AFFIRMED.
the filing of Civil Case No. 5275 in 1997, or just under 20 years counted from
1979, is clearly within the period prescribed under Article 1141.
SO ORDERED.

What escaped the trial and appellate courts’ notice, however, is that while it
MARIANO C. DEL CASTILLO
may be argued that Lucimo Sr. performed acts that may be characterized as a
Associate Justice
repudiation of the co-ownership, the fact is, he is not a co-owner of the
property. Indeed, he is not an heir of Gregoria; he is merely Antipolo’s son-
in-law, being married to Antipolo’s daughter Teodora.42 Under the Family WE CONCUR:
Code, family relations, which is the primary basis for succession, exclude
relations by affinity. ANTONIO T. CARPIO
Associate Justice
Art. 150. Family relations include those: Chairperson

(1) Between husband and wife; ARTURO D. BRION JOSE PORTUGAL PEREZ
Associate Justice Associate Justice
(2) Between parents and children;
ESTELA M. PERLAS-BERNABE
(3) Among other ascendants and descendants; and Associate Justice

(4) Among brothers and sisters, whether of the full or half blood.

In point of law, therefore, Lucimo Sr. is not a co-owner of the property;


Teodora is. Consequently, he cannot validly effect a repudiation of the co-
ownership, which he was never part of. For this reason, prescription did not
run adversely against Leonardo, and his right to seek a partition of the
property has not been lost.

Likewise, petitioners’ argument that Leonardo’s admission and


acknowledgment in his pleadings – that Lucimo Sr. was in possession of the
property since 1943 – should be taken against him, is unavailing. In 1943,
Leon remained the rightful owner of the land, and Lucimo Sr. knew this very
well, being married to Teodora, daughter of Antipolo, a nephew of Leon.
Republic of the Philippines ownership and possession of the lands in dispute without special
SUPREME COURT pronouncement as to costs. Defendants interposed the present appeal.
Manila
There is no dispute that Maria Uson, plaintiff-appellee, is the lawful wife of
EN BANC Faustino Nebreda, former owner of the five parcels of lands litigated in the
present case. There is likewise no dispute that Maria del Rosario, one of the
G.R. No. L-4963             January 29, 1953 defendants-appellants, was merely a common-law wife of the late Faustino
Nebreda with whom she had four illegitimate children, her now co-
MARIA USON, plaintiff-appellee,  defendants. It likewise appears that Faustino Nebreda died in 1945 much
vs. prior to the effectivity of the new Civil Code. With this background, it is
MARIA DEL ROSARIO, CONCEPCION NEBREDA, CONRADO evident that when Faustino Nebreda died in 1945 the five parcels of land he
NEBREDA, DOMINADOR NEBREDA, AND FAUSTINO NEBREDA, was seized of at the time passed from the moment of his death to his only
Jr., defendants-appellants. heir, his widow Maria Uson (Article 657, old Civil Code).As this Court aptly
said, "The property belongs to the heirs at the moment of the death of the
ancestor as completely as if the ancestor had executed and delivered to them
Priscilo Evangelista for appellee.
a deed for the same before his death" (Ilustre vs. Alaras Frondosa, 17 Phil.,
Brigido G. Estrada for appellant.
321). From that moment, therefore, the rights of inheritance of Maria Uson
over the lands in question became vested.
BAUTISTA ANGELO, J.:
The claim of the defendants that Maria Uson had relinquished her right over
This is an action for recovery of the ownership and possession of five (5) the lands in question because she expressly renounced to inherit any future
parcels of land situated in the Municipality of Labrador, Province of property that her husband may acquire and leave upon his death in the deed
Pangasinan, filed by Maria Uson against Maria del Rosario and her four of separation they had entered into on February 21, 1931, cannot be
children named Concepcion, Conrado, Dominador, and Faustino, surnamed entertained for the simple reason that future inheritance cannot be the
Nebreda, who are all of minor age, before the Court of First Instance of subject of a contract nor can it be renounced (1 Manresa, 123, sixth edition;
Pangasinan. Tolentino on Civil Code, p. 12; Osorio vs. Osorio and Ynchausti Steamship
Co., 41 Phil., 531).
Maria Uson was the lawful wife of Faustino Nebreda who upon his death in
1945 left the lands involved in this litigation. Faustino Nebreda left no other But defendants contend that, while it is true that the four minor defendants
heir except his widow Maria Uson. However, plaintiff claims that when are illegitimate children of the late Faustino Nebreda and under the old Civil
Faustino Nebreda died in 1945, his common-law wife Maria del Rosario took Code are not entitled to any successional rights, however, under the new
possession illegally of said lands thus depriving her of their possession and Civil Code which became in force in June, 1950, they are given the status and
enjoyment. rights of natural children and are entitled to the successional rights which the
law accords to the latter (article 2264 and article 287, new Civil Code), and
Defendants in their answer set up as special defense that on February 21, because these successional rights were declared for the first time in the new
1931, Maria Uson and her husband, the late Faustino Nebreda, executed a code, they shall be given retroactive effect even though the event which gave
public document whereby they agreed to separate as husband and wife and, rise to them may have occurred under the prior legislation (Article 2253, new
in consideration of their separation, Maria Uson was given a parcel of land Civil Code).
by way of alimony and in return she renounced her right to inherit any other
property that may be left by her husband upon his death (Exhibit 1). There is no merit in this claim. Article 2253 above referred to provides
indeed that rights which are declared for the first time shall have retroactive
After trial, at which both parties presented their respective evidence, the effect even though the event which gave rise to them may have occurred
court rendered decision ordering the defendants to restore to the plaintiff the under the former legislation, but this is so only when the new rights do not
prejudice any vested or acquired right of the same origin. Thus, said article
provides that "if a right should be declared for the first time in this Code, it
shall be effective at once, even though the act or event which gives rise
thereto may have been done or may have occurred under the prior
legislation, provided said new right does not prejudice or impair any vested
or acquired right, of the same origin." As already stated in the early part of
this decision, the right of ownership of Maria Uson over the lands in
question became vested in 1945 upon the death of her late husband and this
is so because of the imperative provision of the law which commands that
the rights to succession are transmitted from the moment of death (Article
657, old Civil Code). The new right recognized by the new Civil Code in
favor of the illegitimate children of the deceased cannot, therefore, be
asserted to the impairment of the vested right of Maria Uson over the lands
in dispute.

As regards the claim that Maria Uson, while her deceased husband was lying
in state, in a gesture of pity or compassion, agreed to assign the lands in
question to the minor children for the reason that they were acquired while
the deceased was living with their mother and Maria Uson wanted to
assuage somewhat the wrong she has done to them, this much can be said;
apart from the fact that this claim is disputed, we are of the opinion that said
assignment, if any, partakes of the nature of a donation of real property,
inasmuch as it involves no material consideration, and in order that it may
be valid it shall be made in a public document and must be accepted either in
the same document or in a separate one (Article 633, old Civil Code).
Inasmuch as this essential formality has not been followed, it results that the
alleged assignment or donation has no valid effect.

WHEREFORE, the decision appealed from is affirmed, without costs.

Paras, C.J., Pablo, Bengzon, Padilla, Tuason, Montemayor, Reyes, Jugo and
Labrador, JJ., concur.
Republic of the Philippines With costs against plaintiffs, one-half chargeable to plaintiffs
SUPREME COURT in Civil Case No. 3762 and the other half to plaintiff in Civil
Manila Case No. 3763. (Record on Appeal, pp. 137-138)

THIRD DIVISION Petitioners Juan Castro and Feliciana Castro are the brother and sister of the
late Eustaquio Castro while respondent Benita Castro Naval is the only child
G.R. No. L-50974-75 May 31, 1989 of Eustaquio. Respondent Cipriano Naval is the husband of Benita Castro.

JUAN CASTRO and FELICIANA CASTRO, petitioners,  The Court of Appeals correctly summarized the facts of the case as follows:
vs.
HON. COURT OF APPEALS, CIPRIANO NAVAL and BENITA C. In Civil Case No. 3762 entitled Juan Castro and Feliciana
NAVAL, respondents. Castro v. Benita Castro, the plaintiffs filed an action for
partition of properties against the defendant alleging, among
Luis R. Reyes for petitioners. other things that they are the forced heirs of Pedro Castro
who died in Mayantoc, Tarlac on May 27, 1923 (p. 6, Record
Marcelino U. Aganon for private respondents. on Appeal).

GUTIERREZ, JR., J.: In Civil Case No. 3763 plaintiff Marcelina Bautista also filed
an action for partition of properties against defendant Benita
Castro Naval alleging, among other things, that they are also
This petition for review on certiorari seeks the reversal of the decision of the
compulsory heirs of Eustaquio Castro who died in
Court of Appeals in CA-G.R. Nos. 47262 and 47263-R, which affirmed the
Mayantoc, Tarlac on August 24, 1961 and that they are
decision of the then Court of First Instance of Tarlac in Civil Case Nos. 3762-
entitled to the partition of the properties of said deceased (p.
3763. The dispositive portion of the trial court's decision reads as follows:
32, Record on Appeal).
WHEREFORE, judgment is hereby rendered in favor of
The defendants in their amended answer in both cases allege
defendants and against plaintiffs in the above-entitled cases:
that Benita Castro Naval is the only child of the deceased
Eustaquio and that said Eustaquio Castro is the son of Pedro
1) Declaring defendant Benita Castro Naval a duly Castro, therefore, the complaint for partition has no cause of
acknowledged and recognized illegitimate child of action (p. 25, Record on Appeal).
Eustaquio Castro;
With leave of Court, plaintiffs filed their amended
2) Awarding the sum of P2,000.00 to defendants by way of complaints whereby they converted the original action for
attorney's fee and expenses of litigation (one-half to be paid partition into an action for quieting of title. Defendant's
by plaintiffs, jointly and severally, in Civil Case No. 3762 husband Cipriano Naval was forthwith impleaded as party-
and one-half by plaintiff in Civil Case No. 3763); and defendant (p. 32, Record on Appeal).

3) Pending the partition or distribution of the properties In the meantime, defendant Benita Naval filed a petition for
involved herein in appropriate proceedings or by mutual appointment as receiver and for preliminary injunction in
agreement, and so as to preserve the status quo, the writ of Civil Case No. 3762. The trial court, however, denied said
preliminary injunction of February 10, 1967 shall continue to petition for appointment of receiver, but granted the petition
remain in full force and effect. for writ of preliminary injunction and also adjudged
Marcelina Bautista who is the plaintiff in Civil Case No. 3762 The evidence further shows that Pricola Maregmen, the
guilty of contempt and ordering her to pay a fine of P100. 00 natural mother of Benita C. Naval who was a resident of
(p. 97, Record on Appeal). Mayantoc, Tarlac, was wedded to Felix de Maya of Anoling
Canaling, Tarlac against her wishes on May 23, 1913. While
Considering that evidence in these incidents of appointing a the celebration of the wedding in Anong, Camiling, Tarlac
receiver and preliminary injunction as well as the motion for was going on, the guests soon found out that Pricola
contempt were related to the merits of the case, the parties Maregmen surreptitiously left the party and went to the
stipulated that evidence therein be considered as evidence in house of her first cousin Bernarda Pagarigan at Barrio
the trial on the merits. Malacampa, also in Anoling Camiling, Tarlac, and there she
cried that she did not want to get married to Felix de Maya.
During the pre-trial the parties agreed that the main issue to That evening Pricola proceeded to Barrio San Bartolome,
be resolved in this case is as to whether or not defendant Mayantoc, Tarlac, where she united with her real
Benita Castro Naval is the acknowledged natural child of sweetheart, Eustaquio Castro, the father of Benita Castro
Eustaquio Castro. In view of this stipulation, defendant Naval.
Benita Naval was allowed to introduce evidence to show
that she was indeed the acknowledged natural child of Antonio Maregmen, the brother'. of Pricola Maregmen who
Eustaquio Castro. was then in the wedding party learned of the disappearance
of his sister. He finally found her living with Eustaquio
The evidence on record shows that Juan Castro and Feliciana Castro. A few days later Eustaquio Castro accompanied by
Castro, plaintiffs in Civil Case No. 3762 and Eustaquio two persons went to the parents of Pricola Maregmen at
Castro who was already dead were the children of the Mayantoc, Tarlac and informed them that Pricola was
deceased spouses Pedro Castro and Cornelia Santiago. already living with him as husband and wife. Pricola's
Marcelina Bautista, one of the plaintiffs in Civil Case No. parents merely submitted to their daughter's wishes, so
3763, is the surviving spouse of the deceased Eustaquio Eustaquio Castro and Pricola Maregmen lived as husband
Castro. Eustaquio Castro died on August 23, 1961 and and wife until the death of Pricola on September 11, 1924.
Pricola Maregmen died on September 11, 1924.
There is no dispute that Eustaquio Castro at the time he
It appears that defendant Benita Castro Naval, a child of lived with Pricola Maregmen, was a widower, and was,
Eustaquio Castro and Pricola Maregmen, was born on therefore, free to marry Pricola. As a result of their
March 27, 1919 in San Bartolome, Tarlac (Exhibit A). cohabitation Benita Castro Naval, herein defendant, was
Eustaquio Castro, who caused the registration of said birth born on March 27, 1919. After the death of her mother, when
gave the date indicated in the civil registry that he was the she was only five years old, she continued to live with her
father. Benita Castro was later baptized in the Roman father Eustaquio Castro until his death on August 22, 1961
Catholic Church of Camiling, Tarlac, wherein the baptismal (Exhibit 11). Moreover, when Benita Castro Naval got
certificate appeared that her parents are deceased Eustaquio married to Cipriano Naval, it was Eustaquio Castro who
Castro and Pricola Maregmen (Exhibit C). When Eustaquio gave her away in marriage. Even after Benita's marriage, she
Castro died, pictures were taken wherein the immediate was taken care of by her father. (Rollo, pp. 11-13).
members of the family in mourning were present, among
whom was Benita Castro Naval (Exhibits D and D-1). On The trial court ruled that respondent Benita Castro Naval is the
this score, the plaintiffs in their complaint in Civil Case No. acknowledged and recognized child of Eustaquio Castro and is, therefore,
3762 admitted that defendant Benita C. Naval is the forced entitled to participate in the partition of the properties left by him. These
heir of Eustaquio Castro and a compulsory heir of Eustaquio properties are the subject of the civil cases. As stated earlier, the Court of
Castro in Civil Case No. 3763. Appeals affirmed the trial court's decision.
The main issue raised in this petition is whether or not respondent Benita the death of the father, but. not an action to compel
Castro Naval is the acknowledged and recognized illegitimate child of acknowledgment, as a general rule, (Art. 137, Civil Code)
Eustaquio Castro. which shows the liberality of the law as to voluntary
recognition, and its strictness toward compulsory
The Court of Appeals justified its pronouncement that the private acknowledgment.
respondent is an acknowledged and recognized child of Eustaquio Castro in
the following manner: While it is true that Pricola Maregmen, Benita's mother was
married to Naval (sic), it is the rule, however, that in case the
xxx xxx xxx recognition is made by only one of the parents, it will be
presumed that the child is natural if the parents recognizing
. . . The recognition of Benita Castro as a natural child of it had the legal capacity to contract marriage at the time of
Eustaquio Castro appears in the records of birth and the conception (Art. 277, Civil Code; Borres and Barza v.
partition. Recognition shall be made in the record of birth, a Municipality of Panay, 42 Phil. 643; Capistrano v. Gabino, 8
will, a statement before a court of record, or any authentic Phil. 135). The presumption arises from the act of
writing (Art. 278, Civil Code). It was a voluntary recognition recognition.
already established which did not need any judicial
pronouncement (Gut, 68 Phil. 385; Root v. Root, (CA), 71 What is more is that plaintiffs in their amended complaint
O.G. 3061). In Javelona v. Onteclaro, 74 Phil. 393, the admitted that Benita Castro was the compulsory heir of
Supreme Court clarified the distinction between voluntary Eustaquio Castro. They cannot now contradict their own
recognition and compulsory recognition. In the first place, a allegations (Cunanan v. Amparo, 80 Phil. 232). (Rollo, pp.
voluntary recognition is made in a public document, 14-15)
whereas in the indubitable writing under Article 135 is a
private document. (Manresa, Vol. 1, p. 579). The father The Court of Appeals has correctly stated the principles but the petitioners
would ordinarily be more careful about what he said in a contend that it erred in applying these principles to the facts of this case.
public document than in a private writing, so that even an
incidental mention of the child as his in a public document The law which now governs paternity and filiation is Title VI of the Family
deserves full faith and credit. In the second place, in an Code of the Philippines, Executive Order No. 209, July 6,1987 as amended by
action on Article 131 (voluntary recognition) the natural Executive Order No. 227, July 17, 1987. We have to examine the earlier
child merely asks for a share in the inheritance in virtue of provisions, however, because the Family Code provides in its Article 256
his having been acknowledged as such, and is not trying to that:
compel the father or his heirs to make the acknowledgment,
whereas the action based on Article 135 is to compel the This Code shall have retroactive effect insofar as it does not
father or his heirs to recognize the child. In the former case, prejudice or impair vested or acquired rights in accordance
acknowledgment has been formally and legally with the Civil Code or other laws. (Emphasis supplied)
accomplished because the public character of the document
makes judicial pronouncement unnecessary, while in the
There is no question that the private respondent is an illegitimate child of
latter case, recognition is yet to be ordered by the courts
Eustaquio Castro. Her father Eustaquio was a widower when Pricola
because a private writing, lacking the stronger guaranty and
Maregmen, her mother, went to live with him. The two could not validly
higher authenticity of a public document is not self-
enter into a marriage because when Pricola fled from her own wedding party
executory. A judgment in favor of the status of a natural
on May 23, 1913, the wedding rites to Felix de Maya had already been
child according to Art. 135 must therefore be based on an
solemnized. In other words, the marriage was celebrated although it could
express recognition so found and declared by the court after
not be consummated because the bride hurriedly ran away to join the man
hearing. At this juncture, it is to be noted that an action
she really loved.
based on voluntary acknowledgment may be brought after
Under the Civil Code, whether "new" or "old", illegitimate children or provide for the compulsory acknowledgment by the father and mother
those who are conceived and born out of wedlock were generally classified respectively. Article 131 of the old Civil Code states that "The
into two groups: (1) Natural, whether actual or by fiction, were those born acknowledgment of a natural child must be made in the record of birth, in a
outside of lawful wedlock of parents who, at the time of conception of the will or in some other public document."
child, were not disqualified by any impediment to marry each other.
(Article 119, old Civil Code; Article 269, new Civil Code) and (2) Spurious, In these cases, the appellate court ruled that the private respondent was
whether incestuous, adulterous or illicit, were those born of parents who, voluntarily recognized by her father, Eustaquio Castro through the record of
at the time of conception, were disqualified to marry each other on account birth, hence there was no need for any judicial pronouncement.
of certain legal impediments.
The record of birth referred to by the appellate court is actually the birth
Since Eustaquio Castro was a widower when Benita was conceived, Benita is certificate of the private respondent. It appears in the certificate that
Ms natural child. (See Borres and Barza v. Municipality of Panay, 42 Phil. Eustaquio Castro is the respondent's father.
643,647 [1922]). However, from the viewpoint of the mother who had a
subsisting marriage to Felix de Maya, Benita was her spurious child. The petitioners take exception to the respondent court's ruling on voluntary
recognition.
Under the Civil Code, for an illegitimate child other than natural to inherit,
she must first be recognized voluntarily or by court action. (Berciles v. Strictly speaking, a birth certificate to be sufficient for purposes of
Government Service Insurance System, 128 SCRA 53 [1984]; Divinagracia v. recognizing a child must be signed by the father and mother jointly and if the
Rovira, 72 SCRA 307 [1976]; Vda. de Clemena v. Clemena 24 SCRA 720 father refuses, by the mother alone otherwise she may be penalized. (Section
[1968]; Noble v. Noble, 18 SCRA 1104 [1966]; Republic v. Workmen's 5, Article 3753; Madridejo v. de Leon, 55 Phil. 1 [1930]). What is signed is a
Compensation Commission, 13 SCRA 272 [1965]; Paulino v. Paulino 3 SCRA loose form whose contents are later transferred by a municipal employee to
730 [1961]; Barles, et al. v. Ponce Enrile, 109 Phil. 522 [1960]; and Reyes v. the local registry book of births which is preserved. An examination of
Court of Appeals, 135 SCRA 439 [1985]). This arises from the legal principle Exhibition F, Birth Certificate of Benita Castro, Folder of Exhibits, p. 112,
that an unrecognized spurious child like a natural child has no rights from shows that this "birth certificate" was in turn copied on October 17, 1961 from
her parents or to their estate because her rights spring not from the filiation Book page No. 28, and Registry No. 47 of the book bound records where
or blood relationship but from the child's acknowledgment by the parent. "Eustaquio Castro" appears under the column "Remarks." This is no question
(Alabat v. Vda. de Alabat, 21 SCRA 1479 [1967]; Mise v. Rodriguez, 95 Phil. that Eustaquio himself reported the birth of his daughter but this record is
396 [1954]; Magallanes, et al.v. Court of Appeals, et al., 95 Phil. 795 [1954]; not determinative of whether or not he also signed the easily lost looseleaf
Canales v. Arrogante, et al., 91 Phil. 6 [1952]; Malonda v. Malonda, 61 Phil. form of the certificate from where the entry in book bound or logbook record
149 [1948]; Buenaventura v. Urbano, et al., 5 Phil. 1 [1905]; and Reyes v. was taken in March, 1919.
Court of Appeals, supra). In other words, the rights of an illegitimate child
arose not because she was the true or real child of her parents but because
The ruling in Roces v. Local Civil Registrar of Manila (102 Phil. 1050 [1958])
under the law, she had been recognized or acknowledged as such a child.
and Berciles v. Government Service Insurance System (128 SCRA 53 [1984]) that
if the father did not sign in the birth certificate, the placing of his name by the
This brings us to the question whether or not the private respondent is an mother, doctor, registrar, or other person is incompetent evidence of
acknowledged and recognized illegitimate child of Eustaquio Castro. paternity does not apply to this case because it was Eustaquio himself who
went to the municipal building and gave all the data about his daughter's
Under the Civil Code, there are two kinds of acknowledgment — voluntary birth. In Berciles we find no participation whatsoever in the registration by
and compulsory. The provisions on acknowledgement are applied to natural Judge Pascual Berciles, the alleged father.
as well as spurious children (Clemena v. Clemena supra; Reyes v. Court of
Appeals, supra). We likewise see no application of the statement in Madridejo v. de
Leon (supra), that the father, apart from furnishing the necessary data must
Article 131 of the old Civil Code provides for voluntary acknowledgment by also sign the certificate itself In that case, Pedro Madridejo, the father was
the father or mother, while Article 135 and Article 136 of the same Code
still alive when the 1930 case was brought to court. Pedro himself testified Gabino, 8 Phil. 135 [1907]) but they add to the equities of this case favoring
that Melecio Madridejo was conceived and born to him, a bachelor, and the petitioner.
Flaviana Perez, a widow. The two were validly maried when Flaviana was
about to die. If the situation of Benita Castro Naval were similar, there would To remove any possible doubts about the correctness of the findings and
be no need to even discuss whether or not the father signed the birth conclusions of the trial court and the Court of Appeals, we, therefore, apply
certificate. Under the present law, the subsequent wedding of a man and the provision of the Family Code which states that it shall have retroactive
woman whose child was conceived when there were no legal impediments effect since the respondents have no clear vested rights in their favor.
to a valid marriage gives that child the lights of a legitimate off-spring. The
situation is different in the present case. Under the Code's Title VI on Paternity and Filiation there are only two
classes of children — legitimate and illegitimate. The fine distinctions among
We apply the more liberal provisions of the new Family Code considering various types of illegitimate children have been eliminated.
the facts and equities of this case.
Article 175 provides that "Illegitimate children may establish their
First, Benita Castro Naval is unquestionably the daughter of the late illegitimate filiation in the same way and on the same evidence as legitimate
Eustaquio Castro who was qualified to legally marry when she was children." (Emphasis supplied).
conceived and born. From her birth on March 27, 1919 until the father's death
on August 22, 1961 or for 42 years, Benita lived with her father and enjoyed Articles 172 and 173 on establishing the filiation of legitimate children
the love and care that a parent bestows on an only child. The private provide:
respondents, themselves, admitted in their complaint in Civil Case No. 3762
that Benita is a forced heir of Eustaquio Castro.
Art. 172. The filiation of legitimate children is established by
any of the following:
Second, the rule on separating the legitimate from the illegitimate family is of
no special relevance here because Benita and her mother Pricola Maregmen
(1) The record of birth appearing in the civil register or a
were the only immediate family of Eustaquio. There are no legitimate
final judgment; or
children born of a legitimate wife contesting the inheritance of Benita.
(2) An admission of legitimate filiation in a public document
Third, it was Eustaquio himself who had the birth of Benita reported and
or a private handwritten instrument and signed by the
registered. There is no indication in the records that Eustaquio should have
parent concerned.
known in 1919 that apart from reporting the birth of a child, he should also
have signed the certificate and seen to it that it was preserved for 60 years.
Or that he should have taken all legal steps including judicial action to In the absence of the foregoing evidence, the legitimate
establish her status as his recognized natural child during the reglementary filiation shall be proved by:
period to do so.
(1) The open and continuous possession of the status of a
Fourth, it was Eustaquio who gave away Benita during her wedding to legitimate child; or
Cipriano Naval. The couple continued to live with the father even after the
wedding and until the latter's death. (2) Any other means allowed by the Rules of Court and
special laws. (265a, 266a; 267a)
Fifth, the certificate of baptism and the picture of the Castro family during
the wake for Eustaquio may not be sufficient proof of recognition under the Art. 173. The action to claim legitimacy may be brought by
Civil Code (Reyes v. Court of Appeals, supra; People v. Villeza. 127 SCRA the child during his or her lifetime and shall be transmitted
349 [1984]; Cid v. Burnaman, 24 SCRA 434 [1968]; Capistrano, et al. v. to the heirs should the child die during minority or in a state
of insanity. In these cases, the heirs shall have a period of
five years within which to institute the action.
The action already commenced by the child shall survive
notwithstanding the death of either or both of the parties.
(268a)

There can be no dispute that Benita Castro enjoyed the open and continuous
possession of the status of an illegitimate child of Eustaquio Castro and that
the action of Benita in defending her status in this case is similar to an "action
to claim legitimacy" brought during her lifetime.

WHEREFORE, the petition is hereby DISMISSED for lack of merit. The


questioned decision of the Court of Appeals is AFFIRMED.

SO ORDERED.

Fernan , C.J. (Chairman), Feliciano, Bidin and Cortes, JJ., concur.


Republic of the Philippines 3. Plaintiff has been estranged from her husband, Jose
SUPREME COURT Cuyugan, for several years now and during which time,
Manila plaintiff and Atty. Ricardo Ocampo had illicit amorous
relationship with each other that, as a consequence thereof,
FIRST DIVISION they begot a child who was christened Chad Cuyugan in
accordance with the ardent desire and behest of said Atty.
G.R. No. 95229 June 9, 1992 Ocampo;

CORITO OCAMPO TAYAG, petitioner,  4. Chad, the son of plaintiff by the late Atty. Ricardo
vs. Ocampo, who was born in Angeles City on October 5, 1980
HON. COURT OF APPEALS and EMILIE DAYRIT bad been sired, showered with exceptional affection, fervent
CUYUGAN, respondent. love and care by his putative father for being his only son as
can be gleaned from indubitable letters and documents of
the late Atty. Ocampo to herein plaintiff, excerpts from some
REGALADO, J.:
of which are hereunder reproduced;
The instant petition seeks to reverse and set aside the decision 1 of
. . . Keep good keep faith keep Chad and
respondent Court of Appeals in CA-G.R. SP No. 20222, entitled "Corito
yourself for me alone and for me all the
Ocampo Tayag vs. Hon. Norberto C. Ponce, Judge, Regional Trial Court of
time. As I have now I shall save my heart to
San Fernando, Pampanga and Emilde Dayrit Cuyugan," promulgated on
you and to Chad.
May 10, 1990, and its resolution denying petitioner's motion for
reconsideration. 2 Said decision, now before us for review, dismissed
petitioner's Petition for Certiorariand Prohibition with Preliminary Injunction . . . Please take good care and pray to Sto.
on the ground that the denial of the motion to dismiss Civil Case No. 7938 of Niño for our sake and for the child sake.
the court a quo is an interlocutory order and cannot be the subject of the said
special civil action, ordinary appeal in due time being petitioner's remedy. . . . Keep him. Take good care of him.

In said Civil Case No, 7938, herein private respondent, in her capacity as . . . I'm proud that you are his mother. . . I'm
mother and legal guardian of minor Chad D. Cuyugan, filed on April 9, 1987 proud of him and you. Let me bless him by
a complaint denominated "Claim for Inheritance" against herein petitioner as my name and let me entitle him to all what I
the administratrix of the estate of the late Atty. Ricardo Ocampo. The am and what I've got.
operative allegations in said complaint are as follows:
. . . I have vowed to recognize him and be
xxx xxx xxx my heir.

2. Plaintiff is the mother and legal guardian of her minor . . . How is CHAD and you . . .
son, Chad Cuyugan, by the father of the defendant, the late
Atty. Ricardo Ocampo; and the defendant is the known . . . Why should we not start now to own
administratrix of the real and personal properties left by her him, jointly against the whole world. After
deceased father, said Atty. Ocampo, who died intestate in all we love each other and CHAD is the
Angeles City on September 28, 1983; product of our love.
5. The minor, Chad D. Cuyugan, although illegitimate is Petitioner, as defendant therein, filed her answer with counterclaim on June
nevertheless entitled to a share in the intestate estate left by 3, 1987, disputing the material allegations in the complaint. She maintained
his deceased father, Atty. Ricardo Ocampo as one of the by way of affirmative defenses, inter alia, that the complaint states no cause
surviving heirs; of action; that the action is premature; that the suit as barred by prescription;
that respondent Cuyugan has no legal and judicial personality to bring the
6. The deceased Atty. Ricardo Ocampo, at the time of his suit; that the lower court was no jurisdiction over the nature of the action;
death was the owner of real and personal property, located and that there is improper joinder of causes of action. 4
in Baguio City, Angeles City and in the Province of
Pampanga with approximate value of several millions of After the hearing of the motion to dismiss on the grounds asserted as
pesos; affirmative defenses, the trial court issued the following order on October 20,
1987:
7. The estate of the late Atty. Ocampo has not as yet been
inventoried by the defendant and the inheritance of the xxx xxx xxx
surviving heirs including that of said Chad has not likewise
been ascertained; The Court is of the considered opinion that there is a need of
further proceedings to adduce evidence on the various
8. The only known surviving heirs of the deceased Atty. claims of the parties so as to hear their respective sides
Ricardo Ocampo are his children, namely: Corito O. Tayag,
Rivina O. Tayag, Evita O. Florendo, Felina Ocampo, and said WHEREFORE, resolution on the preliminary hearing which
minor Chad, for and in whose behalf this instant complaint partakes of the nature of a motion to dismiss requiring
is filed; additional evidence is in the meantime held in abeyance. The
Motion to Dismiss is hereby denied and the case as set for
9. Plaintiff has no means of livelihood and she only depends pre-trial . . . 5
on the charity of friends and relatives for the sustenance of
her son, Chad, such that it is urgent, necessary and With the denial of her motion for reconsideration of said order on November
imperative that said child be extended financial support 19, 1987, 6 petitioner filed on December 10, 1987 a petition for certiorari and
from the estate of his putative father, Atty. Ricardo Ocampo; prohibition before the Court of Appeals, docketed therein as CA-G.R. SP No.
13464, which was granted by the Sixth Division of respondent court on
10. Several demands, verbal and written, have been made for August 2, 1989 and enjoined respondent judge to resolve petitioner's motion
defendant to grant Chad's lawful inheritance, but despite praying for the dismissal of the complaint based on the affirmative defenses
said demands, defendant failed and refused and still fails within ten (10) days from notice thereof. 7
and refused and still fails and refuses to satisfy the claim for
inheritance against the estate of the late Atty. Ocampo; 3 In compliance with said decision of respondent court, the trial court acted on
and thereafter denied the motion to dismiss, which had been pleaded in the
x x x           x x x          x x x affirmative defenses in Civil Case No. 7938, in an order dated October 24,
1989, resolving the said motion in the following manner:
Plaintiff thereafter prays, among others, that judgment be rendered ordering
defendant to render an inventory and accounting of the real and personal xxx xxx xxx
properties left by Atty. Ricardo Ocampo; to determine and deliver the share
of the minor child Chad in the estate of the deceased; and to give him The Court now resolves:
support pendente lite.
No. 1. The complaint sufficiently shows that a cause of
action exists in favor of the plaintiff. A cause of action being
the "primary right to redress a wrong" (Marquez vs. Valera, Petitioner's motion for reconsideration of said order was denied by the trial
48 OG 5272), which apparently on the face of the complaint, court on January 30, 1990. 9 As a consequence, another petition
plaintiff has a right to enforce through this case. Defendant's for certiorari and prohibition with preliminary injunction was filed by
protestation that there is no sufficient cause of action is petitioner on March 12, 1990 with respondent court, docketed as CA-G.R. SP
therefore untenable. No. 20222, praying that the orders dated October 24, 1989 and January 30,
1990 of the trial court be annulled and set aside for having been issued with
No. 2. The present action. despite the claim of defendant is grave abuse of discretion amounting to lack or excess of jurisdiction.
not premature. It is exactly filed in order to prove filiation,
and then recognition. To go about the step by step procedure On May 10, 1990, as earlier stated, respondent court promulgated its decision
outlined by the defendant by filing one action after another dismissing the petition, and likewise denied petitioner's motion for
is definitely violative of the prohibition against splitting a reconsideration in a resolution dated September 5, 1990, hence the present
cause of action. petition for review on certiorari.

No. 3. It is not the plaintiff that is now bringing the case In elevating the case before us, petitioner relies on these grounds:
before the Court. It is (her) spurious child that she represents
as natural guardian that is instituting the action. a. The Honorable Respondent Court of Appeals dismissed
Petitioner's Petition for Certiorari and Prohibition in UTTER
No. 4. Prescription has not set in if we consider that a DISREGARD OF APPLICABLE DECISIONS OF THIS
spurious child may file an action for recognition within four HONORABLE COURT providing clear exceptions to the
years from his attainment of majority (New Civil Code. Art, general rule that interlocutory orders may not be elevated by
285, No. 2). Whether the letters of the putative father, Atty. way of the special civil action of certiorari;
Ocampo, is evidence, that should be inquired into in a
hearing on the merits. b. Respondent Court refused to resolve certain issues raised
by Petitioner before the Regional Trial Court and before
No. 5. Several causes of action may be joined in one Respondent Court of Appeals involving QUESTIONS OF
complaint as was done in this case. The defendant's claim SUBSTANCE not theretofore determined by this Honorable
that there was a misjoinder is untenable. Court, such as the interpretation and application of Art. 281
of the Civil Code requiring judicial approval when the
No. 6. The Court being a court of general jurisdiction, and of recognition of an illegitimate minor child does not take place
special jurisdiction, such as a probate court has capacity to in a record of birth or in a will: of Art. 175, Par. 2, in relation
entertain a complaint such as the one now before it. to Art. 172, Par. 2 of the Family Code, providing for the
prescriptive period with respect to the action to establish
The nature of the case "CLAIM FOR INHERITANCE" does illegitimate filiation; and of Art. 285 of the Civil Code,
not control the body of the complaint. providing for the prescriptive period with respect to the
action for recognition of a natural child; and
From all the foregoing, the Court finds that the complaint is
sufficient' in form and substance and, therefore, the motion c. Respondent Court has sanctioned a DEPARTURE by the
to dismiss could not be granted until after trial on the merits Regional Trial Court from the accepted and usual course of
in which it should be shown that the allegations of the judicial proceedings. 10
complaint are unfounded or a special defense to the action
exists. Petitioner contends that the action to claim for inheritance filed by herein
private respondent in behalf of the minor child, Chad Cuyugan, is premature
WHEREFORE, the Motion to Dismiss is hereby DENIED. 8 and the complaint states no cause of action, she submits that the recognition
of the minor child, either voluntarily or by judicial action, by the alleged As early as 1922, we had occasion to rule thereon in Briz vs. Briz, et
putative father must first be established before the former can invoke his al.,  12 wherein we said:
right to succeed and participate in the estate of the latter. Petitioner
asseverates that since there is no allegation of such recognition in the The question whether a person in the position of the present
complaint denominated as "Claim for Inheritance," then there exists no basis plaintiff can any event maintain a complex action to compel
for private respondent's aforesaid claim and, consequently, the complaint recognition as a natural child and at the same time to obtain
should be dismissed. ulterior relief in the character of heir, is one which, in the
opinion of this court must be answered in the affirmative,
The instant case is similar to the case of Paulino vs. Paulino, et al.,  11 wherein provided always that the conditions justifying the joinder of
the petitioner, as plaintiff, brought an action against the private respondents, the two distinct causes of action are present in the particular
as defendants, to compel them to give her share of inheritance in the estate of case. In, other words, there is no absolute necessity requiring
the late Marcos Paulino, claiming and alleging, inter alia, that she is the that the action to compel acknowledgment should have been
illegitimate child of the deceased; that no proceedings for the settlement of instituted and prosecuted to a successful conclusion prior to
the deceased's estate had been commenced in court; and that the defendants the action in which that same plaintiff seers additional relief
had refused and failed to deliver her share in the estate of the deceased. She in the character of heir. Certainly, there is nothing so
accordingly prayed that the defendants therein be ordered to deliver her peculiar to the action to compel acknowledgment as to
aforesaid share. The defendants moved for the dismissal of her complaint on require that a rule should be here applied different from that
the ground that it states no cause of action and that, even if it does, the same generally applicable in other cases. . .
is barred by prescription.
The conclusion above stated, though not heretofore
The only difference between the aforecited case and the case at bar is that at explicitly formulated by this court, is undoubtedly to some
the time of the filing of the complaint therein, the petitioner in that case had extent supported by our prior decisions. Thus, we have held
already reached the age of majority, whereas the claimant in the present case in numerous cases, and the doctrine must be considered well
is still a minor. In Paulino, we held that an illegitimate child, to be entitled to settled, that a natural child having a right to compel
support and successional rights from the putative or presumed parent, must acknowledgment, but who has not been in fact legally
prove his filiation to the latter. We also said that it is necessary to allege in acknowledged, may maintain partition proceedings for the
the complaint that the putative father had acknowledged and recognized the division of the inheritance against his co-heirs . . .; and the
illegitimate child because such acknowledgment is essential to and is the same person may intervene in proceedings for the
basis of the right to inherit. There being no allegation of such distribution of the estate of his deceased natural father, or
acknowledgment, the action becomes one to compel recognition which mother . . . In neither of these situations has it been thought
cannot be brought after the death of the putative father. The ratio necessary for the plaintiff to show a prior decree compelling
decidendi in Paulino, therefore, is not the absence of a cause of action for acknowledgment. The obvious reason is that in partition
failure of the petitioner to allege the fact of acknowledgment in the suits and distribution proceedings the other persons who
complaint, but the prescription of the action. might take by inheritance are before the court; and the
declaration of heirship is appropriate to such proceedings.
Applying the foregoing principles to the case at bar, although petitioner
contends that the complaint filed by herein private respondent merely The next question to be resolved is whether the action to compel recognition
alleges that the minor Chad Cuyugan is an illegitimate child of the deceased has prescribed.
and is actually a claim for inheritance, from the allegations therein the same
may be considered as one to compel recognition. Further that the two causes Petitioner argues that assuming arguendo that the action is one to compel
of action, one to compel recognition and the other to claim inheritance, may recognition, private respondent's cause of action has prescribed for the
be joined in one complaint is not new in our jurisprudence. reason that since filiation is sought to be proved by means of a private
handwritten instrument signed by the parent concerned, then under
paragraph 2, Article 175 of the Family Code, the action to establish filiation
of the illegitimate minor child must be brought during the lifetime of the Petitioner submits that Article 175 of the Family Code applies in which case
alleged putative father. In the case at bar, considering that the complaint was the complaint should have been filed during the lifetime of the putative
filed after the death of the alleged parent, the action has prescribed and this father, failing which the same must be dismissed on the ground of
is another ground for the dismissal of the complaint. Petitioner theorizes that prescription. Private respondent, however, insists that Article 285 of the Civil
Article 285 of the Civil Code is not applicable to the case at bar and, instead, Code is controlling and, since the alleged parent died during the minority of
paragraph 2, Article 175 of the Family Code should be given retroactive the child, the action for filiation may be filed within four years from the
effect. The theory is premised on the supposition that the latter provision of attainment of majority of the minor child.
law being merely procedural in nature, no vested rights are created, hence it
can be made to apply retroactively. Article 256 of the Family Code states that "[t]his Code shall have retroactive
effect insofar as it does not prejudice or impair vested or acquired rights in
Article 285 of the Civil Code provides: accordance with the Civil Code or other laws." It becomes essential,
therefore, to determine whether the right of the minor child to file an action
Art. 285. The action for the recognition of natural children for recognition is a vested right or not.
may be brought only during the lifetime of the presumed
parents, except in the following cases: Under the circumstances obtaining in the case at bar, we hold that the right
of action of the minor child bas been vested by the filing of the complaint in
(1) If the father or mother died during the minority of the court under the regime of the Civil Code and prior to the effectivity of the
child, in which case the latter may file the action before the Family Code. 14 We herein adopt our ruling in the recent case of Republic of
expiration of four years from the attainment of his majority; the Philippines vs. Court of Appeals, et al. 15 where we held that the fact of filing
of the petition already vested in the petitioner her right to file it and to have
x x x           x x x          x x x the same proceed to final adjudication in accordance with the law in force at
the time, and such right can no longer be prejudiced or impaired by the
enactment of a new law.
On the other hand, Article 175 of the Family Code reads:

Even assuming ex gratia argumenti that the provision of the Family Code in


Art. 175. Illegitimate children may establish their illegitimate
question is procedural in nature, the rule that a statutory change in matters
filiation in the same way and on the same evidence as
of procedure may affect pending actions and proceedings, unless the
legitimate children.
language of the act excludes them from its operation, is not so pervasive that
it may be used to validate or invalidate proceedings taken before it goes into
The action must be brought within the same period specified effective, since procedure must be governed by the law regulating it at the
in Article 173, except when the action is based on the second time the question of procedure arises especially where vested rights may be
paragraph of Article 172, in which case the action may be prejudiced. Accordingly, Article 175 of the Family Code finds no proper
brought during the lifetime of the alleged parent. application to the instant case since it will ineluctably affect adversely a right
of private respondent and, consequentially, of the mind child she represents,
Under the last-quoted provision of law, therefore, if the action is based on both of which have been vested with the filing of the complaint in court. The
the record of birth of the child, a final judgment, or an admission by the trial court is therefore, correct in applying the provisions of Article 285 of the
parent of the child's filiation in a public document or in a private Civil Code and in holding that private respondent's cause of action has not
handwritten signed instrument, then the action may be brought during the yet prescribed.
lifetime of the child. However, if the action is based on the open and
continuous possession by the child of the status of an illegitimate child, or on Finally, we conform with the holding of the Court of Appeals that the
other evidence allowed by the Rules of Court and special laws, the view has questioned order of the court below denying the motion to dismiss is
been expressed that the action must be brought during the lifetime of the interlocutory and cannot be the subject of a petition for certiorari. The
alleged parent. 13 exceptions to this rule invoked by petitioner and allegedly obtaining in the
case at bar, are obviously not present and may not be relied upon.
WHEREFORE, the petition at bar is DENIED and the assailed decision and
resolution of respondent Court of Appeals are hereby AFFIRMED in toto.

SO ORDERED.

Narvasa, C.J., Paras and Padilla, JJ., concur.

Nocon, J., is on leave.


Republic of the Philippines On July 11, 1983, Delia, Edmundo and Doribel filed their own complaint, this
SUPREME COURT time for the accounting and partition of the intestate estate of Eleno and
Manila Rafaela Sayson, against the couple's four surviving children. This was
docketed as Civil Case No. 1042 in the Regional Trial Court of Albay, Branch
FIRST DIVISION 12. The complainants asserted the defense they raised in Civil Case No. 1030,
to wit, that Delia and Edmundo were the adopted children and Doribel was
  the legitimate daughter of Teodoro and Isabel. As such, they were entitled to
inherit Teodoro's share in his parents' estate by right of representation.
G.R. Nos. 89224-25 January 23, 1992
Both cases were decided in favor of the herein private respondents on the
basis of practically the same evidence.
MAURICIO SAYSON, ROSARIO SAYSON-MALONDA, BASILISA
SAYSON-LIRIO, REMEDIOS SAYSON-REYES and JUANA C.
BAUTISTA, petitioners,  Judge Rafael P. Santelices declared in his decision dated May 26, 
vs. 1986, 1 that Delia and Edmundo were the legally adopted children of
THE HONORABLE COURT OF APPEALS, DELIA SAYSON, assisted by Teodoro and Isabel Sayson by virtue of the decree of adoption dated March
her husband, CIRILO CEDO, JR., EDMUNDO SAYSON AND DORIBEL 9, 1967. 2 Doribel was their legitimate daughter as evidenced by her birth
SAYSON, respondents. certificate dated February 27, 1967. 3 Consequently, the three children were
entitled to inherit from Eleno and Rafaela by right of representation.
CRUZ, J.:
In his decision dated September 30, 1986, 4 Judge Jose S. Sañez dismissed
Civil Case No. 1030, holding that the defendants, being the legitimate heirs
At issue in this case is the status of the private respondents and their capacity
of Teodoro and Isabel as established by the aforementioned evidence,
to inherit from their alleged parents and grandparents. The petitioners deny
excluded the plaintiffs from sharing in their estate.
them that right, asserting if for themselves to the exclusion of all others.

Both cases were appealed to the Court of Appeals, where they were
The relevant genealogical facts are as follows.
consolidated. In its own decision dated February 28, 1989, 5 the respondent
court disposed as follows:
Eleno and Rafaela Sayson begot five children, namely, Mauricio, Rosario,
Basilisa, Remedios and Teodoro. Eleno died on November 10, 1952, and
WHEREFORE, in Civil Case No. 1030 (CA-G.R. No. 11541),
Rafaela on May 15, 1976. Teodoro, who had married Isabel Bautista, died on
the appealed decision is hereby AFFIRMED. In Civil case
March 23, 1972. His wife died nine years later, on March 26, 1981. Their
No. 1042 (CA-G.R. No. 12364), the appealed decision is
properties were left in the possession of Delia, Edmundo, and Doribel, all
MODIFIED in that Delia and Edmundo Sayson are
surnamed Sayson, who claim to be their children.
disqualified from inheriting from the estate of the deceased
spouses Eleno and Rafaela Sayson, but is affirmed in all
On April 25, 1983, Mauricio, Rosario, Basilisa, and Remedios, together with other respects.
Juana C. Bautista, Isabel's mother, filed a complaint for partition and
accounting of the intestate estate of Teodoro and Isabel Sayson. It was
SO ORDERED.
docketed as Civil Case No. 1030 in Branch 13 of the Regional Trial Court of
Albay. The action was resisted by Delia, Edmundo and Doribel Sayson, who
alleged successional rights to the disputed estate as the decedents' lawful That judgment is now before us in this petition for review by certiorari.
descendants. Reversal of the respondent court is sought on the ground that it disregarded
the evidence of the petitioners and misapplied the pertinent law and
jurisprudence when it declared the private respondents as the exclusive heirs to the present, the same not having been revoked or
of Teodoro and Isabel Sayson. rescinded.

The contention of the petitioners is that Delia and Edmundo were not legally Not having any information of Doribel's birth to Teodoro and Isabel Sayson,
adopted because Doribel had already been born on February 27, 1967, when the trial judge cannot be faulted for granting the petition for adoption on the
the decree of adoption was issued on March 9, 1967. The birth of Doribel finding inter alia that the adopting parents were not disqualified.
disqualified her parents from adopting. The pertinent provision is Article 335
of the Civil Code, naming among those who cannot adopt "(1) Those who A no less important argument against the petitioners is that their challenge to
have legitimate, legitimated, acknowledged natural children, or natural the validity of the adoption cannot be made collaterally, as in their action for
children by legal fiction." partition, but in a direct proceeding frontally addressing the issue.

Curiously enough, the petitioners also argue that Doribel herself is not the The settled rule is that a finding that the requisite
legitimate daughter of Teodoro and Isabel but was in fact born to one Edita jurisdictional facts exists, whether erroneous or not, cannot
Abila, who manifested in a petition for guardianship of the child that she be questioned in a collateral proceeding, for a presumption arises
was her natural mother. 6 in such cases where the validity of the judgment is thus
attacked that the necessary jurisdictional facts were proven
The inconsistency of this position is immediately apparent. The petitioners [Freeman on Judgments, Vol. I, Sec. 350, pp. 719-720].
seek to annul the adoption of Delia and Edmundo on the ground that (Emphasis supplied.)
Teodoro and Isabel already had a legitimate daughter at the time but in the
same breath try to demolish this argument by denying that Doribel was born In the case of Santos v. Aranzanso, 8 this Court declared:
to the couple.
Anent this point, the rulings are summed up in 2 American
On top of this, there is the vital question of timeliness. It is too late now to Jurisprudence, 2nd Series, Adoption, Sec. 75, p. 922, thus:
challenge the decree of adoption, years after it became final and executory.
That was way back in 1967. 7 Assuming the the petitioners were proper An adoption order implies the finding of the
parties, what they should have done was seasonably appeal the decree of necessary facts and the burden of proof is on
adoption, pointing to the birth of Doribel that disqualified Teodoro and the party attacking it; it cannot be
Isabel from adopting Delia and Edmundo. They did not. In fact, they should considered void merely because the fact
have done this earlier, before the decree of adoption was issued. They did needed to show statutory compliance is
not, although Mauricio claimed he had personal knowledge of such birth. obscure. While a judicial determination of
some particular fact, such as the
As the respondent court correctly observed: abandonment of his next of kin to the
adoption, may be essential to the exercise of
When Doribel was born on February 27, 1967, or about TEN jurisdiction to enter the order of adoption,
(10) days before the issuance of the Order of Adoption, the this does not make it essential to the
petitioners could have notified the court about the fact of jurisdictional validity of the decree that the
birth of DORIBEL and perhaps withdrew the petition or fact be determined upon proper evidence, or
perhaps petitioners could have filed a petition for the necessarily in accordance with the truth; a
revocation or rescission of the adoption (although the birth mere error cannot affect the jurisdiction, and
of a child is not one of those provided by law for the the determination must stand until reversed
revocation or rescission of an adoption). The court is of the on appeal, and hence cannot be collaterally
considered opinion that the adoption of the plaintiffs DELIA attacked. If this were not the rule, the status
and EDMUNDO SAYSON is valid, outstanding and binding of adopted children would always be
uncertain, since the evidence might not be In consequence of the above observations, we hold that Doribel, as the
the same at all investigations, and might be legitimate daughter of Teodoro and Isabel Sayson, and Delia and Edmundo,
regarded with different effect by different as their adopted children, are the exclusive heirs to the intestate estate of the
tribunals, and the adoption might be held by deceased couple, conformably to the following Article 979 of the Civil Code:
one court to have been valid, while another
court would hold it to have been of no avail. Art. 979. Legitimate children and their descendants succeed
(Emphasis supplied.) the parents and other ascendants, without distinction as to
sex or age, and even if they should come from different
On the question of Doribel's legitimacy, we hold that the findings of the trial marriages.
courts as affirmed by the respondent court must be sustained. Doribel's birth
certificate is a formidable piece of evidence. It is one of the prescribed means An adopted child succeeds to the property of the adopting
of recognition under Article 265 of the Civil Code and Article 172 of the parents in the same manner as a legitimate child.
Family Code. It is true, as the petitioners stress, that the birth certificate
offers only prima facie evidence 9 of filiation and may be refuted by contrary The philosophy underlying this article is that a person's love descends first to
evidence. However, such evidence is lacking in the case at bar. his children and grandchildren before it ascends to his parents and thereafter
spreads among his collateral relatives. It is also supposed that one of his
Mauricio's testimony that he was present when Doribel was born to Edita purposes in acquiring properties is to leave them eventually to his children
Abila was understandbly suspect, coming as it did from an interested party. as a token of his love for them and as a provision for their continued care
The affidavit of Abila 10 denying her earlier statement in the petition for the even after he is gone from this earth.
guardianship of Doribel is of course hearsay, let alone the fact that it was
never offered in evidence in the lower courts. Even without it, however, the Coming now to the right of representation, we stress first the following
birth certificate must be upheld in line with Legaspi v. Court of pertinent provisions of the Civil Code:
Appeals, 11where we ruled that "the evidentiary nature of public documents
must be sustained in the absence of strong, complete and conclusive proof of
Art. 970. Representation is a right created by fiction of law,
its falsity or nullity."
by virtue of which the representative is raised to the place
and the degree of the person represented, and acquires the
Another reason why the petitioners' challenge must fail is the impropriety of rights which the latter would have if he were living or if he
the present proceedings for that purpose. Doribel's legitimacy cannot be could have inherited.
questioned in a complaint for partition and accounting but in a direct action
seasonably filed by the proper party.
Art. 971. The representative is called to the succession by the
law and not by the person represented. The representative
The presumption of legitimacy in the Civil Code . . . does not does not succeed the person represented but the one who the
have this purely evidential character. It serves a more person represented would have succeeded.
fundamental purpose. It actually fixes a civil status for the
child born in wedlock, and that civil status cannot be attacked
Art. 981. Should children of the deceased and descendants of
collaterally. The legitimacy of the child can be impugned only
other children who are dead, survive, the former shall
in a direct action brought for that purpose, by the proper parties,
inherit in their own right, and the latter by right of
and within the period limited by law.
representation.

The legitimacy of the child cannot be contested by way of


There is no question that as the legitimate daughter of Teodoro and thus the
defense or as a collateral issue in another action for a different
granddaughter of Eleno and Rafaela, Doribel has a right to represent her
purpose. . . . 12 (Emphasis supplied.)
deceased father in the distribution of the intestate estate of her grandparents.
Under Article 981, quoted above, she is entitled to the share her father would
have directly inherited had he survived, which shall be equal to the shares of
her grandparents' other children. 13

But a different conclusion must be reached in the case of Delia and


Edmundo, to whom the grandparents were total strangers. While it is true
that the adopted child shall be deemed to be a legitimate child and have the
same right as the latter, these rights do not include the right of
representation. The relationship created by the adoption is between only the
adopting parents and the adopted child and does not extend to the blood
relatives of either party. 14

In sum, we agree with the lower courts that Delia and Edmundo as the
adopted children and Doribel as the legitimate daughter of Teodoro Sayson
and Isabel Bautista, are their exclusive heirs and are under no obligation to
share the estate of their parents with the petitioners. The Court of Appeals
was correct, however, in holding that only Doribel has the right of
representation in the inheritance of her grandparents' intestate estate, the
other private respondents being only the adoptive children of the deceased
Teodoro.

WHEREFORE, the petition is DENIED, and the challenged decision of the


Court of Appeals is AFFIRMED in toto, with costs against the petitioners.

Narvasa, C.J., Griño-Aquino and Medialdea, JJ., concur.


Republic of the Philippines petitioner’s care and custody of the child since her birth up to the present
SUPREME COURT constitute more than enough compliance with the requirement of Article 35
of Presidential Decree No. 603.
THIRD DIVISION
WHEREFORE, finding the petition to be meritorious, the same
G.R. No. 148311. March 31, 2005 is GRANTED. Henceforth, Stephanie Nathy Astorga Garcia is hereby freed
from all obligations of obedience and maintenance with respect to her
IN THE MATTER OF THE ADOPTION OF STEPHANIE NATHY natural mother, and for civil purposes, shall henceforth be the petitioner’s
ASTORGA GARCIA legitimate child and legal heir. Pursuant to Article 189 of the Family Code of
the Philippines, the minor shall be known as STEPHANIE NATHY
CATINDIG.
HONORATO B. CATINDIG, petitioner.

Upon finality of this Decision, let the same be entered in the Local Civil
DECISION
Registrar concerned pursuant to Rule 99 of the Rules of Court.
SANDOVAL-GUTIERREZ, J.:
Let copy of this Decision be furnished the National Statistics Office for record
purposes.
May an illegitimate child, upon adoption by her natural father, use the
surname of her natural mother as her middle name? This is the issue raised
SO ORDERED."4
in the instant case.

On April 20, 2001, petitioner filed a motion for clarification and/or


The facts are undisputed.
reconsideration5 praying that Stephanie should be allowed to use the
surname of her natural mother (GARCIA) as her middle name.
On August 31, 2000, Honorato B. Catindig, herein petitioner, filed a
petition1 to adopt his minor illegitimate child Stephanie Nathy Astorga
On May 28, 2001,6 the trial court denied petitioner’s motion for
Garcia. He alleged therein, among others, that Stephanie was born on June
reconsideration holding that there is no law or jurisprudence allowing an
26, 1994;2that her mother is Gemma Astorga Garcia; that Stephanie has been
adopted child to use the surname of his biological mother as his middle
using her mother’s middle name and surname; and that he is now a widower
name.
and qualified to be her adopting parent. He prayed that Stephanie’s middle
name Astorga be changed to "Garcia," her mother’s surname, and that her
surname "Garcia" be changed to "Catindig," his surname. Hence, the present petition raising the issue of whether an illegitimate child
may use the surname of her mother as her middle name when she is
subsequently adopted by her natural father.
On March 23, 2001,3 the trial court rendered the assailed Decision granting
the adoption, thus:
Petitioner submits that the trial court erred in depriving Stephanie of a
middle name as a consequence of adoption because: (1) there is no law
"After a careful consideration of the evidence presented by the petitioner,
prohibiting an adopted child from having a middle name in case there is
and in the absence of any opposition to the petition, this Court finds that the
only one adopting parent; (2) it is customary for every Filipino to have as
petitioner possesses all the qualifications and none of the disqualification
middle name the surname of the mother; (3) the middle name or initial is a
provided for by law as an adoptive parent, and that as such he is qualified to
part of the name of a person; (4) adoption is for the benefit and best interest
maintain, care for and educate the child to be adopted; that the grant of this
of the adopted child, hence, her right to bear a proper name should not be
petition would redound to the best interest and welfare of the minor
violated; (5) permitting Stephanie to use the middle name "Garcia" (her
Stephanie Nathy Astorga Garcia. The Court further holds that the
mother’s surname) avoids the stigma of her illegitimacy; and; (6) her
continued use of "Garcia" as her middle name is not opposed by either the Thus, Articles 364 to 380 of the Civil Code provides the substantive rules
Catindig or Garcia families. which regulate the use of surname10 of an individual whatever may be his
status in life, i.e., whether he may be legitimate or illegitimate, an adopted
The Republic, through the Office of the Solicitor General (OSG), agrees with child, a married woman or a previously married woman, or a widow, thus:
petitioner that Stephanie should be permitted to use, as her middle name, the
surname of her natural mother for the following reasons: "Art. 364. Legitimate and legitimated children shall principally use
the surname of the father.
First, it is necessary to preserve and maintain Stephanie’s filiation with her
natural mother because under Article 189 of the Family Code, she remains to Art. 365. An adopted child shall bear the surname of the adopter.
be an intestate heir of the latter. Thus, to prevent any confusion and needless
hardship in the future, her relationship or proof of that relationship with her xxx
natural mother should be maintained.
Art. 369. Children conceived before the decree annulling a voidable marriage
Second, there is no law expressly prohibiting Stephanie to use the surname shall principally use the surname of the father.
of her natural mother as her middle name. What the law does not prohibit, it
allows. Art. 370. A married woman may use:

Last, it is customary for every Filipino to have a middle name, which is (1) Her maiden first name and surname and add her husband's surname, or
ordinarily the surname of the mother. This custom has been recognized by
the Civil Code and Family Code. In fact, the Family Law Committees agreed
(2) Her maiden first name and her husband's surname or
that "the initial or surname of the mother should immediately precede the surname
of the father so that the second name, if any, will be before the surname of the
mother."7 (3) Her husband's full name, but prefixing a word indicating that she is his
wife, such as ‘Mrs.’
We find merit in the petition.
Art. 371. In case of annulment of marriage, and the wife is the guilty party,
she shall resume her maiden name and surname. If she is the innocent
Use Of Surname Is Fixed By Law –
spouse, she may resume her maiden name and surname. However, she may
choose to continue employing her former husband's surname, unless:
For all practical and legal purposes, a man's name is the designation by
which he is known and called in the community in which he lives and is best
(1) The court decrees otherwise, or
known. It is defined as the word or combination of words by which a person
is distinguished from other individuals and, also, as the label or appellation
which he bears for the convenience of the world at large addressing him, or (2) She or the former husband is married again to another person.
in speaking of or dealing with him.8 It is both of personal as well as public
interest that every person must have a name. Art. 372. When legal separation has been granted, the wife shall continue
using her name and surname employed before the legal separation.
The name of an individual has two parts: (1) the given or proper name and
(2) the surname or family name. The given or proper name is that which is Art. 373. A widow may use the deceased husband's surname as though he
given to the individual at birth or at baptism, to distinguish him from other were still living, in accordance with Article 370.
individuals. The surname or family name is that which identifies the family
to which he belongs and is continued from parent to child. The given name Art. 374. In case of identity of names and surnames, the younger person shall
may be freely selected by the parents for the child, but the surname to which be obliged to use such additional name or surname as will avoid confusion.
the child is entitled is fixed by law.9
Art. 375. In case of identity of names and surnames between ascendants and initial or surname of the mother should immediately precede the surname
descendants, the word ‘Junior’ can be used only by a son. Grandsons and of the father, thus
other direct male descendants shall either:
"Justice Caguioa commented that there is a difference between the use by the
(1) Add a middle name or the mother's surname, wife of the surname and that of the child because the father’s surname
indicates the family to which he belongs, for which reason he would insist
(2) Add the Roman numerals II, III, and so on. on the use of the father’s surname by the child but that, if he wants to, the
child may also use the surname of the mother.
x x x"
Justice Puno posed the question: If the child chooses to use the surname of
Law Is Silent As To The Use Of the mother, how will his name be written? Justice Caguioa replied that it is
up to him but that his point is that it should be mandatory that the child
uses the surname of the father and permissive in the case of the surname
Middle Name –
of the mother.
As correctly submitted by both parties, there is no law regulating the use of a
Prof. Baviera remarked that Justice Caguioa’s point is covered by the present
middle name. Even Article 17611 of the Family Code, as amended by
Article 364, which reads:
Republic Act No. 9255, otherwise known as "An Act Allowing Illegitimate
Children To Use The Surname Of Their Father," is silent as to what middle name
a child may use. Legitimate and legitimated children shall principally use the surname of the
father.
The middle name or the mother’s surname is only considered in Article
375(1), quoted above, in case there is identity of names and surnames Justice Puno pointed out that many names change through no choice of the
between ascendants and descendants, in which case, the middle name or the person himself precisely because of this misunderstanding. He then cited the
mother’s surname shall be added. following example: Alfonso Ponce Enrile’s correct surname is Ponce since the
mother’s surname is Enrile but everybody calls him Atty. Enrile. Justice Jose
Gutierrez David’s family name is Gutierrez and his mother’s surname is
Notably, the law is likewise silent as to what middle name an adoptee may
David but they all call him Justice David.
use. Article 365 of the Civil Code merely provides that "an adopted child shall
bear the surname of the adopter." Also, Article 189 of the Family Code,
enumerating the legal effects of adoption, is likewise silent on the matter, Justice Caguioa suggested that the proposed Article (12) be modified to the
thus: effect that it shall be mandatory on the child to use the surname of the
father but he may use the surname of the mother by way of an initial or a
middle name. Prof. Balane stated that they take note of this for inclusion in
"(1) For civil purposes, the adopted shall be deemed to be a legitimate child
the Chapter on Use of Surnames since in the proposed Article (10) they are
of the adopters and both shall acquire the reciprocal rights and obligations
just enumerating the rights of legitimate children so that the details can be
arising from the relationship of parent and child, including the right of the
covered in the appropriate chapter.
adopted to use the surname of the adopters;

xxx
x x x"

Justice Puno remarked that there is logic in the simplification suggested by


However, as correctly pointed out by the OSG, the members of the Civil
Justice Caguioa that the surname of the father should always be last because
Code and Family Law Committees that drafted the Family Code recognized
there are so many traditions like the American tradition where they like to
the Filipino custom of adding the surname of the child’s mother as his
use their second given name and the Latin tradition, which is also followed
middle name. In the Minutes of the Joint Meeting of the Civil Code and
by the Chinese wherein they even include the Clan name.
Family Law Committees, the members approved the suggestion that the
xxx consistent with the intention of the members of the Civil Code and Family
Law Committees as earlier discussed. In fact, it is a Filipino custom that
Justice Puno suggested that they agree in principle that in the Chapter on the initial or surname of the mother should immediately precede the
the Use of Surnames, they should say that initial or surname of the mother surname of the father.
should immediately precede the surname of the father so that the second
name, if any, will be before the surname of the mother. Prof. Balane added Additionally, as aptly stated by both parties, Stephanie’s continued use of
that this is really the Filipino way. The Committee approved the her mother’s surname (Garcia) as her middle name will maintain her
suggestion."12 (Emphasis supplied) maternal lineage. It is to be noted that Article 189(3) of the Family Code
and Section 1824, Article V of RA 8552 (law on adoption) provide that the
In the case of an adopted child, the law provides that "the adopted shall bear adoptee remains an intestate heir of his/her biological parent. Hence,
the surname of the adopters."13 Again, it is silent whether he can use a middle Stephanie can well assert or claim her hereditary rights from her natural
name. What it only expressly allows, as a matter of right and obligation, is mother in the future.
for the adoptee to bear the surname of the adopter, upon issuance of the
decree of adoption.14 Moreover, records show that Stephanie and her mother are living together in
the house built by petitioner for them at 390 Tumana, San Jose, Baliuag,
The Underlying Intent of Bulacan. Petitioner provides for all their needs. Stephanie is closely attached
to both her mother and father. She calls them "Mama" and "Papa". Indeed,
Adoption Is In Favor of the they are one normal happy family. Hence, to allow Stephanie to use her
mother’s surname as her middle name will not only sustain her continued
loving relationship with her mother but will also eliminate the stigma of her
Adopted Child –
illegitimacy.
Adoption is defined as the process of making a child, whether related or not
Liberal Construction of
to the adopter, possess in general, the rights accorded to a legitimate
child.15 It is a juridical act, a proceeding in rem which creates between two persons a
relationship similar to that which results from legitimate paternity and Adoption Statutes In Favor Of
filiation.16 The modern trend is to consider adoption not merely as an act to establish
a relationship of paternity and filiation, but also as an act which endows the child Adoption –
with a legitimate status.17 This was, indeed, confirmed in 1989, when
the Philippines, as a State Party to the Convention of the Rights of the It is a settled rule that adoption statutes, being humane and salutary, should
Child initiated by the United Nations, accepted the principle that adoption be liberally construed to carry out the beneficent purposes of adoption.25 The
is impressed with social and moral responsibility, and that its underlying interests and welfare of the adopted child are of primary and paramount
intent is geared to favor the adopted child.18 Republic Act No. 8552, consideration,26 hence, every reasonable intendment should be sustained to
otherwise known as the "Domestic Adoption Act of 1998,"19 secures these rights promote and fulfill these noble and compassionate objectives of the law.27
and privileges for the adopted.20
Lastly, Art. 10 of the New Civil Code provides that:
One of the effects of adoption is that the adopted is deemed to be a
legitimate child of the adopter for all intents and purposes pursuant to "In case of doubt in the interpretation or application of laws, it is presumed
Article 18921 of the Family Code and Section 1722 Article V of RA 8552.23 that the lawmaking body intended right and justice to prevail."

Being a legitimate child by virtue of her adoption, it follows that


Stephanie is entitled to all the rights provided by law to a legitimate child
without discrimination of any kind, including the right to bear the
surname of her father and her mother, as discussed above. This is
This provision, according to the Code Commission, "is necessary so that it
may tip the scales in favor of right and justice when the law is doubtful or
obscure. It will strengthen the determination of the courts to avoid an
injustice which may apparently be authorized by some way of interpreting
the law."28

Hence, since there is no law prohibiting an illegitimate child adopted by her


natural father, like Stephanie, to use, as middle name her mother’s surname,
we find no reason why she should not be allowed to do so.

WHEREFORE, the petition is GRANTED. The assailed Decision is partly


MODIFIED in the sense that Stephanie should be allowed to use her
mother’s surname "GARCIA" as her middle name.

Let the corresponding entry of her correct and complete name be entered in
the decree of adoption.

SO ORDERED.

Panganiban, (Chairman), Corona, Carpio-Morales, and Garcia, JJ., concur.


According to Chichioco, the deceased left real properties located in the
municipalities of Ramos and Paniqui, Tarlac, as well as assorted pieces of
jewelry and money which were allegedly in the possession of petitioner Ana
Joyce S. Reyes, a grandniece of the deceased. Chichioco prayed that she be
appointed administrator of the estate, upon payment of a bond, pending
settlement and distribution of Lising’s properties to the legal heirs. 1

FIRST DIVISION
On November 6, 1998, petitioner Reyes filed an Opposition2 to the petition,
claiming that she was an adopted child of Lising and the latter’s husband,
G.R. No. 167405             February 16, 2006 Serafin Delos Santos, who died on November 30, 1970. She asserted that the
petition should be dismissed and that the appointment of an administrator
ANA JOYCE S. REYES, Petitioner,  was unnecessary, since she was the only heir of Lising who passed away
vs. without leaving any debts. She further asserted that Chichioco is unfit to
HON. CESAR M. SOTERO, Presiding Judge, RTC of Paniqui, Tarlac, serve as administrator of Lising’s estate because of her "antagonistic
Branch 67, ATTY. PAULINO SAGUYOD, the Clerk of Court of Branch 67 interests" against the decedent. Chichioco and her alleged co-heirs have
of the RTC at Paniqui, Tarlac in his capacity as Special Administrator, questioned the decedent’s title to a piece of real property which forms a large
CORAZON CHICHIOCO, ANGELITO LISING, ERLINDA ESPACIO, part of the estate.
GONZALO ZALZOS and ERNESTO LISING,Respondents.
On November 11, 1998, petitioner filed a Supplement to the
DECISION Opposition3 attaching thereto the Certification4 issued by the Municipal Civil
Registrar of Paniqui, Tarlac stating that on page 76, Book No. 01 of the
YNARES-SANTIAGO, J.: Register of Court Decrees, Reyes was adopted by Elena Lising and Serafin
Delos Santos pursuant to a decision rendered in Spec. Proc. No. 1410 by
This petition for review seeks to modify the Decision of the Court of Appeals Judge Julian Lustre of the Court of First Instance (CFI) of Tarlac, Branch 3,
dated May 14, 2004 in CA-G.R. SP No. 74047 as well as the Resolution dated promulgated on December 21, 1968 and duly registered with the Office of the
May 14, 2005 denying the motion for reconsideration. In the assailed Civil Registrar on January 29, 1969.
judgment, the Court of Appeals annulled and set aside the September 18,
2002 and November 12, 2002 Resolutions of the Regional Trial Court (RTC) Petitioner also submitted a Certification5 issued by the Clerk of Court of the
of Paniqui, Tarlac, Branch 67 in Spec. Proc. No. 204 but refrained from RTC-Tarlac City, stating that a judgment was rendered in Spec. Proc. No.
dismissing the petition for letters of administration and settlement of estate 1410 on December 21, 1968 decreeing petitioner’s adoption by Elena Lising
on the ground that petitioner must first prove that she was legally adopted and Serafin Delos Santos. She also presented a copy of Judicial Form No.
by the decedent, Elena Lising. 436 indicating that the adoption decree was on file in the General Docket of
the RTC-Tarlac City, wherein the dispositive portion of the adoption decree
On September 15, 1998, respondent Corazon L. Chichioco filed a petition for was recorded as follows:
the issuance of letters of administration and settlement of estate of the late
Elena Lising before the RTC of Paniqui, Tarlac, where it was docketed as In view of the foregoing, the court finds this petition a proper case for
Spec. Proc. No. 204 and raffled to Branch 67. Chichioco claimed that she was adoption and therefore grants the same. Consequently, the Court declares
the niece and heir of Lising who died intestate on July 31, 1998. Named as co- that henceforth, the child Ana Joyce C. Zalzos is freed from all legal
heirs of Chichioco were Rosario L. Zalzos, Florante Zalzos, Erlinda Lising, obligations of obedience and maintenance with respect to her natural parents
Manuel Lising, Evelyn Lising, Josephine Lising, Alfredo Lising and Orlando Zalzos and May C. Castro, and is to all legal intents and purposes
respondents Ernesto Lising and Erlinda Espacio. the child of the petitioners Serafin delos Santos and Elena Lising.7
Petitioner likewise submitted a Decree of Final Distribution8 issued by the Subsequently, the RTC issued a Resolution21 dated December 12, 2000
Philippine Veterans Affairs Office (PVAO) showing that, upon the death of deferring resolution of petitioner’s opposition to Spec. Proc. No. 204,
Serafin Delos Santos, death benefits were paid to his widow, Elena Lising, pending the outcome of the criminal case filed against the latter. In the
and his "daughter", Ana Joyce Delos Santos, in accordance with pertinent meantime, the parties were enjoined from dissipating or disposing any or all
provisions of law. of the properties included in the estate of Elena Lising without order from
this Court.
On April 5, 1999, the RTC ordered respondents to submit documentary
evidence to prove the jurisdictional facts of the case and to comment on On December 13, 2000, Chichioco filed an Urgent Motion to Appoint Special
petitioner’s opposition.9 Only Rosario L. Zalsos appears to have filed a Administrator22 before the RTC on the ground that there was yet no true
Comment/Reply to Oppositor’s Opposition,10 after which the RTC ordered determination and appraisal of the decedent’s universal estate. It was prayed
the parties to submit memoranda thereon.11 On July 22, 1999, the case was therein that the Branch Clerk of Court, Atty. Paulino Saguyod, be appointed
deemed submitted for resolution.12 special administrator as he was "an experienced and able person in the
management of properties" and is "honest, impartial, competent and
Meanwhile, on June 30, 1999, Chichioco and her alleged co-heirs filed before acceptable to the majority of the interested parties."
the Court of Appeals a petition for annulment of the adoption decree
docketed as SP No. 53457.13 They claimed that no proceedings for the In the meantime, the Provincial Prosecutor found probable cause to charge
adoption of petitioner took place in 1968 since the Provincial Prosecutor of petitioner with falsification of public documents per resolution dated
Tarlac and the Office of the Solicitor General (OSG) had no records of the January 5, 2001.23 Petitioner thus appealed the said finding to the Office of
adoption case. Petitioner’s natural mother supposedly connived with the the Regional State Prosecutor.
court personnel to make it appear that petitioner was adopted by the Delos
Santos spouses and that the CFI’s order for initial hearing was published in a On August 8, 2001, the RTC granted respondents’ motion for the
weekly newspaper which was not authorized to publish court orders in appointment of a special administrator and appointed its branch clerk of
special proceedings. court, Atty. Saguyod.24 Petitioner moved for reconsideration on the grounds
that the branch clerk of court was disqualified from taking on the task of
Upon motion of Chichioco, the RTC ordered on October 4, 1999, the special administrator, and that Atty. Saguyod was appointed without being
suspension of hearings in Spec. Proc. No. 204 pending the outcome of SP No. required to file a bond. Petitioner also reiterated that the petition should be
53457.14 Subsequently, however, the Court of Appeals dismissed15 SP No. dismissed because she is the sole heir of the decedent.25 However, the RTC
53457 for failure to comply with the third paragraph of Section 4, Rule 47 of denied petitioner’s motion for reconsideration on November 5, 2001.26
the Rules of Court.16 The said dismissal became final and executory on March
8, 2000.17 On January 14, 2002, the Office of the Regional State Prosecutor reversed the
findings of the Provincial Prosecutor and dismissed the criminal complaint
Thereafter, on August 22, 2000, petitioner filed a motion before the RTC against petitioner.27 Undaunted, Chichioco filed a petition for review before
praying that the opposition to Spec. Proc. No. 204 be finally resolved and the Department of Justice (DOJ).
that the petition be dismissed.18 This was followed by an Urgent Ex Parte
Motion19filed by petitioner on October 17, 2000 praying for the immediate Simultaneously, Chichioco and the other alleged co-heirs filed a motion
resolution of her opposition. before the RTC to enjoin petitioner from conducting business in a property
belonging to the estate. Respondent Chichioco alleged that petitioner
On November 16, 2000, respondents filed a Comment20 to the opposition converted the basement of Lising’s residence into a billiard hall without
stating that reasonable doubts have been cast on petitioner’s claim that she authority of the special administrator.28
was legally adopted due allegedly to certain "badges of fraud." Respondents
also informed the RTC that they have filed a criminal complaint against Acting on said motion, the RTC issued a resolution on September 18, 2002,
petitioner before the Office of the Provincial Prosecutor, Tarlac City, for the dispositive part of which reads:
alleged falsification of the adoption decree and Judicial Form No. 43,
docketed as I.S. No. 00-1016.
WHEREFORE, the Oppositor Ana Joyce Reyes is hereby enjoined from to prove before the trial court that she was indeed adopted by the Delos
conducting business activity in any of the properties left by the decedent. Santos spouses since, according to the appellate court, "imputations of
The Special Administrator is also empowered to take control and possession irregularities permeating the adoption decree render its authenticity under a
of the listed personal and real properties of the decedent and those that may cloud of doubt."
be found to be owned or registered in the name of the same.
Petitioner’s motion for reconsideration having been denied on March 15,
SO ORDERED.29 2005,34 hence this petition on the following assigned errors:

Petitioner filed a motion for reconsideration of the above resolution which A. THE HONORABLE COURT ERRED IN HOLDING THAT
was denied by the RTC on November 12, 2002. On even date, the DOJ also PETITIONER HAD TO PROVE THE VALIDITY OF HER
issued a resolution dismissing respondent Chichioco’s petition for review in ADOPTION DUE TO IMPUTATIONS OF IRREGULARITIES IN
the criminal case.30 VIEW OF SECTION 47 OF RULE 39.35

Subsequently, petitioner filed a special civil action for certiorari before the B. THE HONORABLE COURT ERRED IN HOLDING THAT THE
Court of Appeals, docketed as CA-G.R. SP No. 74047,31 assailing the DISMISSAL IN SP NO. 53457 WAS NOT A DISMISSAL ON THE
September 18, 2002 and November 12, 2002 resolutions of the RTC. Petitioner MERITS.36
alleged that said resolutions were issued with grave abuse of discretion
amounting to lack or in excess of jurisdiction since as sole heir, she had the The petition is meritorious.
right to possess and use the decedent’s property, title over which
automatically passed on to her upon the latter’s death. Moreover, the special On the first assigned error, we agree with petitioner that she need not prove
administrator, Atty. Saguyod, had yet to file a bond and submit an inventory her legal adoption by any evidence other than those which she had already
of the decedent’s estate. presented before the trial court. To recall, petitioner submitted a certification
from the local civil registrar’s office that the adoption decree was registered
Additionally, petitioner insisted that Spec. Proc. No. 204 should be dismissed therein and also a copy of Judicial Form No. 43 and a certification issued by
since the dismissal by the Court of Appeals of SP No. 53457 constituted res the clerk of court that the decree was on file in the General Docket of the
judicata as to the former. There was likewise no valid challenge to her RTC-Tarlac City. Both certifications were issued under the seal of the issuing
adoption and she consequently remains to be the sole heir of the decedent. offices and were signed by the proper officers. These are thus presumed to
Thus, she stressed that there was no need for the appointment of an have been regularly issued as part of the official duties that said public
administrator or for the settlement proceedings. officers perform.37

In due course, the Court of Appeals rendered judgment32 nullifying the It should be borne in mind that an adoption decree is a public
resolutions of the trial court. It held that the presiding judge, Judge Cesar M. document38 required by law to be entered into the public records, the official
Sotero, gravely abused his discretion in appointing his branch clerk of court repository of which, as well as all other judicial pronouncements affecting
as special administrator. Citing Balanay, Jr. v. Martinez,33 the appellate court the status of individuals, is the local civil registrar’s office as well as the court
reasoned that such act could engender a suspicion that Judge Sotero and his which rendered the judgment.
clerk are in cahoots in milking the decedent’s estate. Moreover, Atty.
Saguyod failed to comply with the requirements of a bond and inventory Documents consisting of entries in public records made in the
and could not therefore take control and possession of any of the decedent’s performance of a duty by a public officer are prima facie evidence of the
properties. facts therein stated.39 As such, the certifications issued by the local civil
registrar and the clerk of court regarding details of petitioner’s adoption
However, the appellate court refused to dismiss Spec. Proc. No. 204 since the which are entered in the records kept under their official custody, are prima
dismissal of SP No. 53457 was not a judgment on the merits and did not facie evidence of the facts contained therein. These certifications suffice as
operate as res judicata to the former. It was also incumbent upon petitioner proof of the fact of petitioner’s adoption by the Delos Santos spouses until
contradicted or overcome by sufficient evidence. Mere "imputations of pending incident before the RTC. The parties have likewise amply ventilated
irregularities" will not cast a "cloud of doubt" on the adoption decree since their positions on the matter through their respective pleadings filed before
the certifications and its contents are presumed valid until proof to the the lower courts. No useful purpose will thus be served if we let the RTC
contrary is offered. resolve the matter, only for its ruling to be elevated again to the Court of
Appeals and subsequently to this Court. The remand of the case to the lower
In this regard, it must be pointed out that such contrary proof can be court for further reception of evidence is not necessary where the Court is in
presented only in a separate action brought principally for the purpose of a position to resolve the dispute based on the evidence before it.42 This is in
nullifying the adoption decree. The latter cannot be assailed collaterally in a keeping with the avowed purpose of the rules of procedure which is to
proceeding for the settlement of a decedent’s estate, as categorically held in secure for the parties a just, speedy and inexpensive determination of every
Santos v. Aranzanso.40 Accordingly, respondents cannot assail in these action or proceeding.43 Hence, since the grounds for the dismissal of Spec.
proceedings the validity of the adoption decree in order to defeat petitioner’s Proc. No. 204 are extant in the records and there is no cogent reason to
claim that she is the sole heir of the decedent. Absent a categorical remand the case to the RTC, Spec. Proc. No. 204 should be dismissed.
pronouncement in an appropriate proceeding that the decree of adoption
is void, the certifications regarding the matter, as well as the facts stated Based on the foregoing, the Court sees no need to discuss petitioner’s second
therein, should be deemed legitimate, genuine and real. Petitioner’s status assigned error.
as an adopted child of the decedent remains unrebutted and no serious
challenge has been brought against her standing as such. Therefore, for as WHEREFORE, the instant petition is GRANTED. Special Proceedings No.
long as petitioner’s adoption is considered valid, respondents cannot claim 204 pending before the Regional Trial Court of Tarlac City, Branch 67 is
any interest in the decedent’s estate. For this reason, we agree with DISMISSED.
petitioner that Spec. Proc. No. 204 should be dismissed.
SO ORDERED.
As succinctly held in Santos v. Aranzanso:41
CONSUELO YNARES-SANTIAGO
From all the foregoing it follows that respondents - x x x and those who, like Associate Justice
them x x x, claim an interest in the estate x x x as alleged first cousins, cannot
intervene, as such, in the settlement proceedings, in view of the fact that in WE CONCUR:
the order of intestate succession adopted children exclude first cousins
(Articles 979 and 1003, New Civil Code). The same holds true as long as the
ARTEMIO V. PANGANIBAN
adoption must be - as in the instant case - considered valid. (Emphasis
Chief Justice
added)
Chairperson

Petitioner, whose adoption is presumed to be valid, would necessarily


MA. ALICIA AUSTRIA-MARTINEZ ROMEO J. CALLEJO, SR.
exclude respondents from inheriting from the decedent since they are
Associate Justice Asscociate Justice
mere collateral relatives of the latter. To allow the proceedings below to
continue would serve no salutary purpose but to delay the resolution of
the instant case. After all, the dismissal of Spec. Proc. No. 204 is the logical MINITA V. CHICO-NAZARIO
consequence of our pronouncement relative to the presumed validity of Associate Justice
petitioner’s adoption.

Moreover, it must be stressed that all the evidence pertinent to the resolution
of the petitioner’s opposition, which is actually a motion to dismiss the
petition for letters of administration and settlement of the estate, is a matter
of record in the instant case. The same has in fact been submitted for
resolution before the RTC more than six years ago and is so far the only
Republic of the Philippines 1977.3 Michael was 11 days old when Ayuban brought him to petitioner’s
SUPREME COURT clinic. His date of birth is 1 August 1983.4
Manila
The spouses reared and cared for the children as if they were their own. They
FIRST DIVISION sent the children to exclusive schools. They used the surname "Lim" in all
their school records and documents. Unfortunately, on 28 November 1998,
G.R. Nos. 168992-93               May 21, 2009 Lim died. On 27 December 2000, petitioner married Angel Olario (Olario), an
American citizen.
IN RE: PETITION FOR ADOPTION OF MICHELLE P. LIM,
Thereafter, petitioner decided to adopt the children by availing of the
MONINA P. LIM, Petitioner. amnesty5 given under Republic Act No. 85526(RA 8552) to those individuals
who simulated the birth of a child. Thus, on 24 April 2002, petitioner filed
separate petitions for the adoption of Michelle and Michael before the trial
x - - - - - - - - - - - - - - - - - - - - - - -x
court docketed as SPL PROC. Case Nos. 1258 and 1259, respectively. At the
time of the filing of the petitions for adoption, Michelle was 25 years old and
IN RE: PETITION FOR ADOPTION OF MICHAEL JUDE P. LIM, already married, while Michael was 18 years and seven months old.

MONINA P. LIM, Petitioner. Michelle and her husband gave their consent to the adoption as evidenced by
their Affidavits of Consent.7 Michael also gave his consent to his adoption as
DECISION shown in his Affidavit of Consent.8 Petitioner’s husband Olario likewise
executed an Affidavit of Consent9 for the adoption of Michelle and Michael.
CARPIO, J.:
In the Certification issued by the Department of Social Welfare and
The Case Development (DSWD), Michelle was considered as an abandoned child and
the whereabouts of her natural parents were unknown.10 The DSWD issued a
This is a petition for review on certiorari filed by Monina P. Lim (petitioner) similar Certification for Michael.11
seeking to set aside the Decision1 dated 15 September 2004 of the Regional
Trial Court, General Santos City, Branch 22 (trial court), in SPL. PROC. Case The Ruling of the Trial Court
Nos. 1258 and 1259, which dismissed without prejudice the consolidated
petitions for adoption of Michelle P. Lim and Michael Jude P. Lim. On 15 September 2004, the trial court rendered judgment dismissing the
petitions. The trial court ruled that since petitioner had remarried, petitioner
The Facts should have filed the petition jointly with her new husband. The trial court
ruled that joint adoption by the husband and the wife is mandatory citing
The following facts are undisputed. Petitioner is an optometrist by Section 7(c), Article III of RA 8552 and Article 185 of the Family Code.
profession. On 23 June 1974, she married Primo Lim (Lim). They were
childless. Minor children, whose parents were unknown, were entrusted to Petitioner filed a Motion for Reconsideration of the decision but the motion
them by a certain Lucia Ayuban (Ayuban). Being so eager to have a child of was denied in the Order dated 16 June 2005. In denying the motion, the trial
their own, petitioner and Lim registered the children to make it appear that court ruled that petitioner did not fall under any of the exceptions under
they were the children’s parents. The children2 were named Michelle P. Lim Section 7(c), Article III of RA 8552. Petitioner’s argument that mere consent
(Michelle) and Michael Jude P. Lim (Michael). Michelle was barely eleven of her husband would suffice was untenable because, under the law, there
days old when brought to the clinic of petitioner. She was born on 15 March are additional requirements, such as residency and certification of his
qualification, which the husband, who was not even made a party in this years older than the adoptee, and who is in a position to support and
case, must comply. care for his/her children in keeping with the means of the family.
The requirement of sixteen (16) year difference between the age of
As to the argument that the adoptees are already emancipated and joint the adopter and adoptee may be waived when the adopter is the
adoption is merely for the joint exercise of parental authority, the trial court biological parent of the adoptee, or is the spouse of the adoptee’s
ruled that joint adoption is not only for the purpose of exercising parental parent;
authority because an emancipated child acquires certain rights from his
parents and assumes certain obligations and responsibilities. (b) Any alien possessing the same qualifications as above stated for
Filipino nationals: Provided, That his/her country has diplomatic
Hence, the present petition. relations with the Republic of the Philippines, that he/she has been
living in the Philippines for at least three (3) continuous years prior
Issue to the filing of the application for adoption and maintains such
residence until the adoption decree is entered, that he/she has been
certified by his/her diplomatic or consular office or any appropriate
Petitioner appealed directly to this Court raising the sole issue of whether or
government agency that he/she has the legal capacity to adopt in
not petitioner, who has remarried, can singly adopt.
his/her country, and that his/her government allows the adoptee to
enter his/her country as his/her adopted son/daughter: Provided,
The Court’s Ruling further, That the requirements on residency and certification of the
alien’s qualification to adopt in his/her country may be waived for
Petitioner contends that the rule on joint adoption must be relaxed because it the following:
is the duty of the court and the State to protect the paramount interest and
welfare of the child to be adopted. Petitioner argues that the legal maxim (i) a former Filipino citizen who seeks to adopt a relative
"dura lex sed lex" is not applicable to adoption cases. She argues that joint within the fourth (4th) degree of consanguinity or affinity; or
parental authority is not necessary in this case since, at the time the petitions
were filed, Michelle was 25 years old and already married, while Michael
(ii) one who seeks to adopt the legitimate son/daughter of
was already 18 years of age. Parental authority is not anymore necessary
his/her Filipino spouse; or
since they have been emancipated having attained the age of majority.

(iii) one who is married to a Filipino citizen and seeks to


We deny the petition.
adopt jointly with his/her spouse a relative within the
fourth (4th) degree of consanguinity or affinity of the
Joint Adoption by Husband and Wife Filipino spouses; or

It is undisputed that, at the time the petitions for adoption were filed, (c) The guardian with respect to the ward after the termination of the
petitioner had already remarried. She filed the petitions by herself, without guardianship and clearance of his/her financial accountabilities.
being joined by her husband Olario. We have no other recourse but to affirm
the trial court’s decision denying the petitions for adoption. Dura lex sed
Husband and wife shall jointly adopt, except in the following cases:
lex. The law is explicit. Section 7, Article III of RA 8552 reads:

(i) if one spouse seeks to adopt the legitimate son/daughter


SEC. 7. Who May Adopt. - The following may adopt:
of the other; or
(a) Any Filipino citizen of legal age, in possession of full civil
(ii) if one spouse seeks to adopt his/her own illegitimate
capacity and legal rights, of good moral character, has not been
son/daughter: Provided, however, That the other spouse has
convicted of any crime involving moral turpitude, emotionally and
signified his/her consent thereto; or
psychologically capable of caring for children, at least sixteen (16)
(iii) if the spouses are legally separated from each other. Effects of Adoption

In case husband and wife jointly adopt, or one spouse adopts the illegitimate Petitioner contends that joint parental authority is not anymore necessary
son/daughter of the other, joint parental authority shall be exercised by the since the children have been emancipated having reached the age of
spouses. (Emphasis supplied) majority. This is untenable.

The use of the word "shall" in the above-quoted provision means that joint Parental authority includes caring for and rearing the children for civic
adoption by the husband and the wife is mandatory. This is in consonance consciousness and efficiency and the development of their moral, mental and
with the concept of joint parental authority over the child which is the ideal physical character and well-being.13 The father and the mother shall jointly
situation. As the child to be adopted is elevated to the level of a legitimate exercise parental authority over the persons of their common
child, it is but natural to require the spouses to adopt jointly. The rule also children.14 Even the remarriage of the surviving parent shall not affect the
insures harmony between the spouses.12 parental authority over the children, unless the court appoints another
person to be the guardian of the person or property of the children.15
The law is clear. There is no room for ambiguity. Petitioner, having
remarried at the time the petitions for adoption were filed, must jointly It is true that when the child reaches the age of emancipation — that is, when
adopt. Since the petitions for adoption were filed only by petitioner herself, he attains the age of majority or 18 years of age16 — emancipation terminates
without joining her husband, Olario, the trial court was correct in denying parental authority over the person and property of the child, who shall then
the petitions for adoption on this ground. be qualified and responsible for all acts of civil life.17 However, parental
authority is merely just one of the effects of legal adoption. Article V of RA
Neither does petitioner fall under any of the three exceptions enumerated in 8552 enumerates the effects of adoption, thus:
Section 7. First, the children to be adopted are not the legitimate children of
petitioner or of her husband Olario. Second, the children are not the ARTICLE V
illegitimate children of petitioner. And third, petitioner and Olario are not EFFECTS OF ADOPTION
legally separated from each other.
SEC. 16. Parental Authority. - Except in cases where the biological parent is
The fact that Olario gave his consent to the adoption as shown in his the spouse of the adopter, all legal ties between the biological parent(s) and
Affidavit of Consent does not suffice. There are certain requirements that the adoptee shall be severed and the same shall then be vested on the
Olario must comply being an American citizen. He must meet the adopter(s).
qualifications set forth in Section 7 of RA 8552 such as: (1) he must prove that
his country has diplomatic relations with the Republic of the Philippines; (2) SEC. 17. Legitimacy. - The adoptee shall be considered the legitimate
he must have been living in the Philippines for at least three continuous son/daughter of the adopter(s) for all intents and purposes and as such is
years prior to the filing of the application for adoption; (3) he must maintain entitled to all the rights and obligations provided by law to legitimate
such residency until the adoption decree is entered; (4) he has legal capacity sons/daughters born to them without discrimination of any kind. To this
to adopt in his own country; and (5) the adoptee is allowed to enter the end, the adoptee is entitled to love, guidance, and support in keeping with
adopter’s country as the latter’s adopted child. None of these qualifications the means of the family.
were shown and proved during the trial.
SEC. 18. Succession. - In legal and intestate succession, the adopter(s) and the
These requirements on residency and certification of the alien’s qualification adoptee shall have reciprocal rights of succession without distinction from
to adopt cannot likewise be waived pursuant to Section 7. The children or legitimate filiation. However, if the adoptee and his/her biological parent(s)
adoptees are not relatives within the fourth degree of consanguinity or had left a will, the law on testamentary succession shall govern.
affinity of petitioner or of Olario. Neither are the adoptees the legitimate
children of petitioner. Adoption has, thus, the following effects: (1) sever all legal ties between the
biological parent(s) and the adoptee, except when the biological parent is the
spouse of the adopter; (2) deem the adoptee as a legitimate child of the case for dissolution of his marriage to petitioner in the Los Angeles Superior
adopter; and (3) give adopter and adoptee reciprocal rights and obligations Court.
arising from the relationship of parent and child, including but not limited
to: (i) the right of the adopter to choose the name the child is to be known; We disagree. The filing of a case for dissolution of the marriage between
and (ii) the right of the adopter and adoptee to be legal and compulsory heirs petitioner and Olario is of no moment. It is not equivalent to a decree of
of each other.18 Therefore, even if emancipation terminates parental dissolution of marriage. Until and unless there is a judicial decree for the
authority, the adoptee is still considered a legitimate child of the adopter dissolution of the marriage between petitioner and Olario, the marriage still
with all the rights19 of a legitimate child such as: (1) to bear the surname of subsists. That being the case, joint adoption by the husband and the wife is
the father and the mother; (2) to receive support from their parents; and (3) required. We reiterate our ruling above that since, at the time the petitions
to be entitled to the legitime and other successional rights. Conversely, the for adoption were filed, petitioner was married to Olario, joint adoption is
adoptive parents shall, with respect to the adopted child, enjoy all the mandatory.
benefits to which biological parents are entitled20 such as support21 and
successional rights.22 WHEREFORE, we DENY the petition. We AFFIRM the Decision dated 15
September 2004 of the Regional Trial Court, General Santos City, Branch 22
We are mindful of the fact that adoption statutes, being humane and in SPL. PROC. Case Nos. 1258 and 1259. Costs against petitioner.
salutary, hold the interests and welfare of the child to be of paramount
consideration. They are designed to provide homes, parental care and SO ORDERED.
education for unfortunate, needy or orphaned children and give them the
protection of society and family, as well as to allow childless couples or
ANTONIO T. CARPIO
persons to experience the joys of parenthood and give them legally a child in
Associate Justice
the person of the adopted for the manifestation of their natural parental
instincts. Every reasonable intendment should be sustained to promote and
fulfill these noble and compassionate objectives of the law.23 But, as we have WE CONCUR:
ruled in Republic v. Vergara:24
REYNATO S. PUNO
We are not unmindful of the main purpose of adoption statutes, which is the Chief Justice 
promotion of the welfare of the children. Accordingly, the law should be Chairperson
construed liberally, in a manner that will sustain rather than defeat said
purpose. The law must also be applied with compassion, understanding and TERESITA J. LEONARDO-DE
RENATO C. CORONA
less severity in view of the fact that it is intended to provide homes, love, CASTRO
Associate Justice
care and education for less fortunate children. Regrettably, the Court is not in Associate Justice
a position to affirm the trial court’s decision favoring adoption in the case at
bar, for the law is clear and it cannot be modified without violating the LUCAS P. BERSAMIN
proscription against judicial legislation. Until such time however, that the Associate Justice
law on the matter is amended, we cannot sustain the respondent-spouses’
petition for adoption. (Emphasis supplied)1avvphi1.zw+ CERTIFICATION

Petitioner, being married at the time the petitions for adoption were filed, Pursuant to Section 13, Article VIII of the Constitution, I certify that the
should have jointly filed the petitions with her husband. We cannot make conclusions in the above Decision had been reached in consultation before
our own legislation to suit petitioner. the case was assigned to the writer of the opinion of the Court’s Division.

Petitioner, in her Memorandum, insists that subsequent events would show REYNATO S. PUNO
that joint adoption could no longer be possible because Olario has filed a Chief Justice
Republic of the Philippines out of wedlock, Emilio III and Nenita Suntay Tañedo (Nenita), by two
SUPREME COURT different women, Concepcion Mendoza and Isabel Santos, respectively.
Manila
Despite the illegitimate status of Emilio III, he was reared ever since he was a
SECOND DIVISION mere baby, nine months old, by the spouses Federico and Cristina and was
an acknowledged natural child of Emilio I. Nenita is an acknowledged
G.R. No. 183053               June 16, 2010 natural child of Emilio I and was likewise brought up by the spouses
Federico and Cristina.
IN THE MATTER OF THE INTESTATE ESTATE OF CRISTINA
AGUINALDO-SUNTAY; EMILIO A.M. SUNTAY III,Petitioner,  As previously adverted to, the marriage between Emilio I and Isabel was
vs. annulled.6 Consequently, respondent and her siblings Margarita and Emilio
ISABEL COJUANGCO-SUNTAY, Respondent. II, lived with their mother on Balete Drive, Quezon City, separately from
their father and paternal grandparents.
DECISION
Parenthetically, after the death of Emilio I, Federico filed a petition for
NACHURA, J.: visitation rights over his grandchildren: respondent Isabel, Margarita, and
Emilio II. Although the Juvenile and Domestic Relations Court in Quezon
City granted the petition and allowed Federico one hour of visitation
Unlike Pope Alexander VI1 who, faced with the impasse between Spain and
monthly, initially reduced to thirty minutes, it was altogether stopped
Portugal, deftly and literally divided the exploration, or more appropriately,
because of a manifestation filed by respondent Isabel, articulating her
the riches of the New World by issuing the Inter Caetera,2 we are confronted
sentiments on the unwanted visits of her grandparents.
with the difficult, albeit, all too familiar tale of another family imbroglio over
the estate of a decedent.3
Significantly, Federico, after the death of his spouse, Cristina, or on
September 27, 1993, adopted their illegitimate grandchildren, Emilio III and
This is a petition for review on certiorari under Rule 45 of the Rules of Court,
Nenita.7
assailing the Decision of the Court of Appeals (CA) in CA-G.R. CV No.
74949,4 reversing the decision of the Regional Trial Court (RTC), Branch 78,
Malolos, Bulacan, in Special Proceeding Case No. 117-M-95.5 On October 26, 1995, respondent filed a petition for the issuance of letters of
administration in her favor, containing the following allegations:
Before anything else, we disentangle the facts.
[A]t the time of [the decedent’s] death, [she] was a resident of the
Municipality of Hagonoy, Province of Bulacan; that the [decedent] left an
On June 4, 1990, the decedent, Cristina Aguinaldo-Suntay (Cristina), married
estate of real and personal properties, with a probable gross value of
to Dr. Federico Suntay (Federico), died intestate. In 1979, their only son,
₱29,000,000.00; that the names, ages and residences of the surviving heirs of
Emilio Aguinaldo Suntay (Emilio I), predeceased both Cristina and Federico.
the [decedent] are: (1) Federico C. Suntay, 89 years old, surviving spouse and
At the time of her death, Cristina was survived by her husband, Federico,
a resident of x x x; (2) Isabel Cojuangco-Suntay, 36 years old, legitimate
and several grandchildren, including herein petitioner Emilio A.M. Suntay
granddaughter and a resident of x x x; (3) Margarita Cojuangco-Suntay, 39
III (Emilio III) and respondent Isabel Cojuangco-Suntay.
years old, legitimate granddaughter and a resident of x x x; and (4) Emilio
Cojuangco-Suntay, 35 years old, legitimate grandson and a resident of x x x;
During his lifetime, Emilio I was married to Isabel Cojuangco, and they and that as far as [respondent] knew, the decedent left no debts or obligation
begot three children, namely: herein respondent, Isabel; Margarita; and at the time of her death.8
Emilio II, all surnamed Cojuangco-Suntay. Emilio I’s marriage to Isabel
Cojuangco was subsequently annulled. Thereafter, Emilio I had two children
Disavowing the allegations in the petition of his grandchild, respondent WHEREFORE, the petition of Isabel Cojuangco[-]Suntay is DENIED and the
Isabel, Federico filed his opposition on December 21, 1995, alleging, among Opposition[-]in[-]Intervention is GRANTED.
others, that:
Accordingly, the Intervenor, Emilio A.M. Suntay, III is hereby appointed
[B]eing the surviving spouse of Cristina, he is capable of administering her administrator of the estate of the decedent Cristina Aguinaldo Suntay, who
estate and he should be the one appointed as its administrator; that as part shall enter upon the execution of his trust upon the filing of a bond in the
owner of the mass of conjugal properties left by Cristina, he must be amount of ₱200,000.00, conditioned as follows:
accorded legal preference in the administration thereof; that Isabel and her
family had been alienated from their grandparents for more than thirty (30) (1) To make and return within three (3) months, a true and complete
years; that the enumeration of heirs in the petition was incomplete as it did inventory;
not mention the other children of his son[,] namely: Emilio III and Nenita S.
Tañedo; that he is better situated to protect the integrity of the estate of (2) To administer the estate and to pay and discharge all debts,
Cristina as even before the death of his wife[,] he was already the one who legatees, and charge on the same, or dividends thereon;
managed their conjugal properties; that the probable value of the estate as
stated in the petition was grossly overstated (sic); and that Isabel’s allegation
(3) To render a true and just account within one (1) year, and at any
that some of the properties are in the hands of usurpers is untrue.9
other time when required by the court, and

Meanwhile, after a failed attempt by the parties to settle the proceedings


(4) To perform all orders of the Court.
amicably, Federico filed a Manifestation dated March 13, 1999, nominating
his adopted son, Emilio III, as administrator of the decedent’s estate on his
behalf, in the event he would be adjudged as the one with a better right to Once the said bond is approved by the court, let Letters of Administration be
the letters of administration. issued in his favor.

Subsequently, the trial court granted Emilio III’s Motion for Leave to SO ORDERED.11
Intervene considering his interest in the outcome of the case. Emilio III filed
his Opposition-In-Intervention, which essentially echoed the allegations in Aggrieved, respondent filed an appeal before the CA, which reversed and set
his grandfather’s opposition, alleging that Federico, or in his stead, Emilio aside the decision of the RTC, revoked the Letters of Administration issued
III, was better equipped than respondent to administer and manage the to Emilio III, and appointed respondent as administratrix of the intestate
estate of the decedent, Cristina. Additionally, Emilio III averred his own estate of the decedent, Cristina, to wit:
qualifications that: "[he] is presently engaged in aquaculture and banking; he
was trained by the decedent to work in his early age by involving him in the WHEREFORE, in view of all the foregoing, the assailed decision dated
activities of the Emilio Aguinaldo Foundation which was established in 1979 November 9, 2001 of Branch 78, Regional Trial Court of Malolos, Bulacan in
in memory of her grandmother’s father; the significant work experiences SPC No. 117-M-95 is REVERSED and SET ASIDE and the letters of
outside the family group are included in his curriculum vitae; he was administration issued by the said court to Emilio A.M. Suntay III, if any, are
employed by the oppositor [Federico] after his graduation in college with consequently revoked. Petitioner Isabel Cojuangco[-]Suntay is hereby
management degree at F.C.E. Corporations and Hagonoy Rural Bank; x x appointed administratrix of the intestate estate of Cristina Aguinaldo Suntay.
x."10 Let letters of administration be issued in her favor upon her filing of a bond
in the amount of Two Hundred Thousand (₱200,000.00) Pesos.
In the course of the proceedings, on November 13, 2000, Federico died.
No pronouncement as to costs.
After the testimonies of both parties’ witnesses were heard and evidence on
their respective allegations were adduced, the trial court rendered a decision SO ORDERED.12
on November 9, 2001, appointing herein petitioner, Emilio III, as
administrator of decedent Cristina’s intestate estate, to wit:
The motion for reconsideration of Emilio III having been denied, he appeals nomination of [Emilio III] appear[s] intrinsically meritorious. For the benefit
by certiorari to this Court, raising the following issues: of the estate and its claimants, creditors, as well as heirs, the administrator
should be one who is prepared, academically and by experience, for the
A. IN THE APPOINTMENT OF AN ADMINISTRATOR OF THE ESTATE demands and responsibilities of the position. While [respondent], a
UNDER SECTION 6 OF RULE 78 OF THE RULES OF COURT, WHETHER practicing physician, is not unqualified, it is clear to the court that when it
ARTICLE 992 OF THE CIVIL CODE APPLIES; and comes to management of real estate and the processing and payment of
debts, [Emilio III], a businessman with an established track record as a
B. UNDER THE UNDISPUTED FACTS WHERE HEREIN PETITIONER manager has a decided edge and therefore, is in a position to better handle
WAS REARED BY THE DECEDENT AND HER SPOUSE SINCE INFANCY, the preservation of the estate.14
WHETHER ARTICLE 992 OF THE NEW CIVIL CODE APPLIES SO AS TO
BAR HIM FROM BEING APPOINTED ADMINISTRATOR OF THE In marked contrast, the CA zeroed in on Emilio III’s status as an illegitimate
DECEDENT’S ESTATE.13 child of Emilio I and, thus, barred from representing his deceased father in
the estate of the latter’s legitimate mother, the decedent. On the whole, the
In ruling against the petition of herein respondent, the RTC ratiocinated, CA pronounced that Emilio III, who was merely nominated by Federico, and
thus: which nomination hinged upon the latter’s appointment as administrator of
the decedent’s estate, cannot be appointed as the administrator of the
decedent’s estate for the following reasons:15
Evidence objectively assessed and carefully evaluated, both testimonial and
documentary, the court opines that it is to the best interest of the estate of the
decedent and all claimants thereto, that the Intervenor, Emilio A.M. Suntay 1. The appointment of Emilio III was subject to a suspensive
III, be appointed administrator of the estate in the above-entitled special condition, i.e., Federico’s appointment as administrator of the estate,
proceedings. he being the surviving spouse of Cristina, the decedent. The death of
Federico before his appointment as administrator of Cristina’s estate
rendered his nomination of Emilio III inoperative;
Based on the evidence and demeanor of the parties in court, [respondent’s
immediate] family and that of the decedent are apparently estranged. The
root cause of which, is not for this court to ascertain nor is this the right time 2. As between the legitimate offspring (respondent) and illegitimate
and the proper forum to dwell upon. What matters most at this time is the offspring (Emilio III) of decedent’s son, Emilio I, respondent is
welfare of the estate of the decedent in the light of such unfortunate and preferred, being the "next of kin" referred to by Section 6, Rule 78 of
bitter estrangement. the Rules of Court, and entitled to share in the distribution of
Cristina’s estate as an heir;
The Court honestly believes that to appoint the petitioner would go against
the wishes of the decedent who raised [Emilio III] from infancy in her home 3. Jurisprudence has consistently held that Article 99216 of the Civil
in Baguio City as her own child. Certainly, it would go against the wishes of Code bars the illegitimate child from inheriting ab intestato from the
the surviving spouse x x x who nominated [Emilio III] for appointment as legitimate children and relatives of his father or mother. Thus,
administrator. Emilio III, who is barred from inheriting from his grandmother,
cannot be preferred over respondent in the administration of the
estate of their grandmother, the decedent; and
As between [respondent] and the oppositor [Federico], the latter is accorded
preference as the surviving spouse under Sec 6(a), Rule 78, Rules of Court.
On the basis of such preference, he vigorously opposed the appointment of 4. Contrary to the RTC’s finding, respondent is as much competent
the petitioner and instead nominated [Emilio III], his grandchild and as Emilio III to administer and manage the subject estate for she
adopted child. Such nomination, absent any valid and justifiable reason, possesses none of the disqualifications specified in Section 1,17 Rule
should not be imperiously set aside and insouciantly ignored, even after the 78 of the Rules of Court.
oppositor [Federico] has passed away, in order to give effect to the order of
preference mandated by law. Moreover, from the viewpoint of the estate, the
The pivotal issue in this case turns on who, as between Emilio III and nomination was subject to a suspensive condition and rendered inoperative
respondent, is better qualified to act as administrator of the decedent’s estate. by reason of Federico’s death – wholly inapplicable to the case at bar.

We cannot subscribe to the appellate court’s ruling excluding Emilio III in Section 6, Rule 78 of the Rules of Court lists the order of preference in the
the administration of the decedent’s undivided estate. Mistakenly, the CA appointment of an administrator of an estate:
glosses over several undisputed facts and circumstances:
SEC. 6. When and to whom letters of administration granted. – If no executor
1. The underlying philosophy of our law on intestate succession is to is named in the will, or the executor or executors are incompetent, refuse the
give preference to the wishes and presumed will of the decedent, trust, or fail to give bond, or a person dies intestate, administration shall be
absent a valid and effective will; granted:

2. The basis for Article 992 of the Civil Code, referred to as the iron (a) To the surviving husband or wife, as the case may be, or next of
curtain bar rule,18 is quite the opposite scenario in the facts obtaining kin, or both, in the discretion of the court, or to such person as such
herein for the actual relationship between Federico and Cristina, on surviving husband or wife, or next of kin, requests to have
one hand, and Emilio III, on the other, was akin to the normal appointed, if competent and willing to serve;
relationship of legitimate relatives;
(b) If such surviving husband or wife, as the case may be, or next of
3. Emilio III was reared from infancy by the decedent, Cristina, and kin, or the person selected by them, be incompetent or unwilling, or
her husband, Federico, who both acknowledged him as their if the husband or widow, or next of kin, neglects for thirty (30) days
grandchild; after the death of the person to apply for administration or to request
that administration be granted to some other person, it may be
4. Federico claimed half of the properties included in the estate of the granted to one or more of the principal creditors, if competent and
decedent, Cristina, as forming part of their conjugal partnership of willing to serve;
gains during the subsistence of their marriage;
(c) If there is no such creditor competent and willing to serve, it may
5. Cristina’s properties forming part of her estate are still be granted to such other person as the court may select.
commingled with that of her husband, Federico, because her share in
the conjugal partnership, albeit terminated upon her death, remains However, the order of preference is not absolute for it depends on the
undetermined and unliquidated; and attendant facts and circumstances of each case.19 Jurisprudence has long held
that the selection of an administrator lies in the sound discretion of the trial
6. Emilio III is a legally adopted child of Federico, entitled to share in court.20 In the main, the attendant facts and circumstances of this case
the distribution of the latter’s estate as a direct heir, one degree from necessitate, at the least, a joint administration by both respondent and Emilio
Federico, not simply representing his deceased illegitimate father, III of their grandmother’s, Cristina’s, estate.
Emilio I.
In the case of Uy v. Court of Appeals,21 we upheld the appointment by the
From the foregoing, it is patently clear that the CA erred in excluding Emilio trial court of a co-administration between the decedent’s son and the
III from the administration of the decedent’s estate. As Federico’s adopted decedent’s brother, who was likewise a creditor of the decedent’s estate. In
son, Emilio III’s interest in the estate of Cristina is as much apparent to this the same vein, we declared in Delgado Vda. de De la Rosa v. Heirs of
Court as the interest therein of respondent, considering that the CA even Marciana Rustia Vda. de Damian22 that:
declared that "under the law, [Federico], being the surviving spouse, would
have the right of succession over a portion of the exclusive property of the [i]n the appointment of an administrator, the principal consideration is the
decedent, aside from his share in the conjugal partnership." Thus, we are interest in the estate of the one to be appointed. The order of preference does
puzzled why the CA resorted to a strained legal reasoning – Emilio III’s not rule out the appointment of co-administrators, specially in cases where
justice and equity demand that opposing parties or factions be represented in The law [of intestacy] is founded… on the presumed will of the deceased…
the management of the estates, a situation which obtains here. Love, it is said, first descends, then ascends, and, finally, spreads sideways.
Thus, the law first calls the descendants, then the ascendants, and finally the
Similarly, the subject estate in this case calls to the succession other putative collaterals, always preferring those closer in degree to those of remoter
heirs, including another illegitimate grandchild of Cristina and Federico, degrees, on the assumption that the deceased would have done so had he
Nenita Tañedo, but who was likewise adopted by Federico, and the two (2) manifested his last will… Lastly, in default of anyone called to succession or
siblings of respondent Isabel, Margarita and Emilio II. In all, considering the bound to the decedent by ties of blood or affection, it is in accordance with
conflicting claims of the putative heirs, and the unliquidated conjugal his presumed will that his property be given to charitable or educational
partnership of Cristina and Federico which forms part of their respective institutions, and thus contribute to the welfare of humanity.24
estates, we are impelled to move in only one direction, i.e., joint
administration of the subject estate. Indeed, the factual antecedents of this case accurately reflect the basis of
intestate succession, i.e., love first descends, for the decedent, Cristina, did
One final note. Counsel for petitioner meticulously argues that Article 992 of not distinguish between her legitimate and illegitimate grandchildren.
the Civil Code, the successional bar between the legitimate and illegitimate Neither did her husband, Federico, who, in fact, legally raised the status of
relatives of a decedent, does not apply in this instance where facts Emilio III from an illegitimate grandchild to that of a legitimate child. The
indubitably demonstrate the contrary – Emilio III, an illegitimate grandchild peculiar circumstances of this case, painstakingly pointed out by counsel for
of the decedent, was actually treated by the decedent and her husband as petitioner, overthrow the legal presumption in Article 992 of the Civil Code
their own son, reared from infancy, educated and trained in their businesses, that there exist animosity and antagonism between legitimate and
and eventually legally adopted by decedent’s husband, the original illegitimate descendants of a deceased.
oppositor to respondent’s petition for letters of administration.
Nonetheless, it must be pointed out that judicial restraint impels us to refrain
We are not unmindful of the critiques of civilists of a conflict and a lacuna in from making a final declaration of heirship and distributing the presumptive
the law concerning the bone of contention that is Article 992 of the Civil shares of the parties in the estates of Cristina and Federico, considering that
Code, beginning with the eminent Justice J.B.L. Reyes: the question on who will administer the properties of the long deceased
couple has yet to be settled.
In the Spanish Civil Code of 1889 the right of representation was admitted
only within the legitimate family; so much so that Article 943 of that Code Our holding in Capistrano v. Nadurata25 on the same issue remains good
prescribed that an illegitimate child can not inherit ab intestato from the law:
legitimate children and relatives of his father and mother. The Civil Code of
the Philippines apparently adhered to this principle since it reproduced [T]he declaration of heirs made by the lower court is premature, although the
Article 943 of the Spanish Code in its own Art. 992, but with fine evidence sufficiently shows who are entitled to succeed the deceased. The
inconsistency, in subsequent articles (990, 995 and 998) our Code allows the estate had hardly been judicially opened, and the proceeding has not as yet
hereditary portion of the illegitimate child to pass to his own descendants, reached the stage of distribution of the estate which must come after the
whether legitimate or illegitimate. So that while Art. 992 prevents the inheritance is liquidated.
illegitimate issue of a legitimate child from representing him in the intestate
succession of the grandparent, the illegitimates of an illegitimate child can Section 1, Rule 90 of the Rules of Court does not depart from the foregoing
now do so. This difference being indefensible and unwarranted, in the future admonition:
revision of the Civil Code we shall have to make a choice and decide either
that the illegitimate issue enjoys in all cases the right of representation, in Sec. 1. When order for distribution of residue is made. – x x x. If there is a
which case Art. 992 must be suppressed; or contrariwise maintain said article controversy before the court as to who are the lawful heirs of the deceased
and modify Articles 995 and 998. The first solution would be more in accord person or as to the distributive shares to which each person is entitled under
with an enlightened attitude vis-à-vis illegitimate children.23 the law, the controversy shall be heard and decided as in ordinary cases.

Manresa explains the basis for the rules on intestate succession:


No distribution shall be allowed until the payment of the obligations above ANTONIO T. CARPIO
mentioned has been made or provided for, unless the distributees, or any of Associate Justice
them, give a bond, in a sum to be fixed by the court, conditioned for the Chairperson, Second Division
payment of said obligations within such time as the court directs.
CERTIFICATION
WHEREFORE, the petition is GRANTED. The Decision of the Court of
Appeals in CA-G.R. CV No. 74949 is REVERSED and SET ASIDE. Letters of Pursuant to Section 13, Article VIII of the Constitution and the Division
Administration over the estate of decedent Cristina Aguinaldo-Suntay shall Chairperson's Attestation, I certify that the conclusions in the above Decision
issue to both petitioner Emilio A.M. Suntay III and respondent Isabel had been reached in consultation before the case was assigned to the writer
Cojuangco-Suntay upon payment by each of a bond to be set by the Regional of the opinion of the Court’s Division.
Trial Court, Branch 78, Malolos, Bulacan, in Special Proceeding Case No. 117-
M-95. The Regional Trial Court, Branch 78, Malolos, Bulacan is likewise RENATO C. CORONA
directed to make a determination and to declare the heirs of decedent Chief Justice
Cristina Aguinaldo-Suntay according to the actual factual milieu as proven
by the parties, and all other persons with legal interest in the subject estate. It
is further directed to settle the estate of decedent Cristina Aguinaldo-Suntay
with dispatch. No costs.

SO ORDERED.

ANTONIO EDUARDO B. NACHURA


Associate Justice

WE CONCUR:

ANTONIO T. CARPIO
Associate Justice
Chairperson

DIOSDADO M. PERALTA ROBERTO A. ABAD


Associate Justice Associate Justice

JOSE PORTUGAL PEREZ*


Associate Justice

ATTESTATION

I attest that the conclusions in the above Decision had been reached in
consultation before the case was assigned to the writer of the opinion of the
Court’s Division.
Republic of the Philippines The decedent Cristina Aguinaldo-Suntay (Cristina) died intestate on 4 June
SUPREME COURT 1990. Cristina was survived by her spouse, Dr. Federico Suntay (Federico)
Manila and five grandchildren: three legitimate grandchildren, including herein
respondent, Isabel; and two illegitimate grandchildren, including petitioner
SECOND SPECIAL DIVISION Emilio III, all by Federico’s and Cristina’s only child, Emilio A. Suntay
(Emilio I), who predeceased his parents.
G.R. No. 183053               October 10, 2012
The illegitimate grandchildren, Emilio III and Nenita, were both reared from
EMILIO A.M. SUNTAY III, Petitioner,  infancy by the spouses Federico and Cristina. Their legitimate grandchildren,
vs. Isabel and her siblings, Margarita and Emilio II, lived with their mother
ISABEL COJUANGCO-SUNTAY, Respondent. Isabel Cojuangco, following the separation of Isabel’s parents, Emilio I and
Isabel Cojuangco. Isabel’s parents, along with her paternal grandparents,
were involved in domestic relations cases, including a case for parricide filed
RESOLUTION
by Isabel Cojuangco against Emilio I. Emilio I was eventually acquitted.
PEREZ, J.:
In retaliation, Emilio I filed a complaint for legal separation against his wife,
charging her among others with infidelity. The trial court declared as null
The now overly prolonged, all-too familiar and too-much-stretched and void and of no effect the marriage of Emilio I and Isabel Cojuangco on
imbroglio over the estate of Cristina Aguinaldo-Suntay has continued. We the finding that:
issued a Decision in the dispute as in Inter Caetera.1 We now find a need to
replace the decision.
From February 1965 thru December 1965 plaintiff was confined in the
Veterans memorial Hospital. Although at the time of the trial of parricide
Before us is a Motion for Reconsideration filed by respondent Isabel case (September 8, 1967) the patient was already out of the hospital, he
Cojuangco-Suntay (respondent Isabel) of our Decision2 in G.R. No. 183053 continued to be under observation and treatment.
dated 16 June 2010, directing the issuance of joint letters of administration to
both petitioner Emilio A.M. Suntay III (Emilio III) and respondent. The
It is the opinion of Dr. Aramil that the symptoms of the plaintiffs mental
dispositive portion thereof reads:
aberration classified as schizophernia (sic) had made themselves manifest
even as early as 1955; that the disease worsened with time, until 1965 when
WHEREFORE, the petition is GRANTED. The Decision of the Court of he was actually placed under expert neuro-psychiatrist (sic) treatment; that
Appeals in CA-G.R. CV No. 74949 is REVERSED and SET ASIDE. Letters of even if the subject has shown marked progress, the remains bereft of
Administration over the estate of decedent Cristina Aguinaldo-Suntay shall adequate understanding of right and wrong.
issue to both petitioner Emilio A.M. Suntay III and respondent Isabel
Cojuangco-Suntay upon payment by each of a bond to be set by the Regional
There is no controversy that the marriage between the parties was effected
Trial Court, Branch 78, Malolos, Bulacan, in Special Proceeding Case No. 117-
on July 9, 1958, years after plaintiffs mental illness had set in. This fact would
M-95. The Regional Trial Court, Branch 78, Malolos, Bulacan is likewise
justify a declaration of nullity of the marriage under Article 85 of the Civil
directed to make a determination and to declare the heirs of decedent
Code which provides:
Cristina Aguinaldo-Suntay according to the actual factual milieu as proven
by the parties, and all other persons with legal interest in the subject estate. It
is further directed to settle the estate of decedent Cristina Aguinaldo-Suntay Art. 95. (sic) A marriage may be annulled for any of the following causes
with dispatch. No costs.3 after (sic) existing at the time of the marriage:

We are moved to trace to its roots the controversy between the parties. xxxx
(3) That either party was of unsound mind, unless such party, after coming marriage based on paragraph 3, Article 85 of the Civil Code, were legitimate
to reason, freely cohabited with the other as husband or wife. children of Emilio I, who can all represent him in the estate of their
legitimate grandmother, the decedent, Cristina.
There is a dearth of proof at the time of the marriage defendant knew about
the mental condition of plaintiff; and there is proof that plaintiff continues to Undaunted by the set back, Federico nominated Emilio III to administer the
be without sound reason. The charges in this very complaint add emphasis decedent’s estate on his behalf in the event letters of administration issues to
to the findings of the neuro-psychiatrist handling the patient, that plaintiff Federico. Consequently, Emilio III filed an Opposition-In-Intervention,
really lives more in fancy than in reality, a strong indication of schizophernia echoing the allegations in his grandfather’s opposition, alleging that
(sic).4 Federico, or in his stead, Emilio III, was better equipped than respondent to
administer and manage the estate of the decedent, Cristina.
Intent on maintaining a relationship with their grandchildren, Federico and
Isabel filed a complaint for visitation rights to spend time with Margarita, On 13 November 2000, Federico died.
Emilio II, and Isabel in the same special lower court. The Juvenile Domestic
Relations Court in Quezon City (JDRC-QC) granted their prayer for one hour Almost a year thereafter or on 9 November 2001, the trial court rendered a
a month of visitation rights which was subsequently reduced to thirty decision appointing Emilio III as administrator of decedent Cristina’s
minutes, and ultimately stopped, because of respondent Isabel’s testimony in intestate estate:
court that her grandparents’ visits caused her and her siblings stress and
anxiety.5 WHEREFORE, the petition of Isabel Cojuangco-Suntay is DENIED and the
Opposition-in-Intervention is GRANTED.
On 27 September 1993, more than three years after Cristina’s death, Federico
adopted his illegitimate grandchildren, Emilio III and Nenita. Accordingly, the Intervenor, Emilio A.M. Suntay, III (sic) is hereby appointed
administrator of the estate of the decedent Cristina Aguinaldo Suntay, who
On 26 October 1995, respondent Isabel, filed before the Regional Trial Court shall enter upon the execution of his trust upon the filing of a bond in the
(RTC), Malolos, Bulacan, a petition for the issuance of letters of amount of ₱ 200,000.00, conditioned as follows:
administration over Cristina’s estate docketed as Special Proceeding Case
No. 117-M-95. Federico, opposed the petition, pointing out that: (1) as the (1) To make and return within three (3) months, a true and complete
surviving spouse of the decedent, he should be appointed administrator of inventory;
the decedent’s estate; (2) as part owner of the mass of conjugal properties left
by the decedent, he must be accorded preference in the administration
(2) To administer the estate and to pay and discharge all debts, legatees, and
thereof; (3) Isabel and her siblings had been alienated from their
charge on the same, or dividends thereon;
grandparents for more than thirty (30) years; (4) the enumeration of heirs in
the petition was incomplete as it did not mention the other children of his
son, Emilio III and Nenita; (5) even before the death of his wife, Federico had (3) To render a true and just account within one (1) year, and at any other
administered their conjugal properties, and thus, is better situated to protect time when required by the court, and
the integrity of the decedent’s estate; (6) the probable value of the estate as
stated in the petition was grossly overstated; and (7) Isabel’s allegation that (4) To perform all orders of the Court.
some of the properties are in the hands of usurpers is untrue.
Once the said bond is approved by the court, let Letters of Administration be
Federico filed a Motion to Dismiss Isabel’s petition for letters of issued in his favor.6
administration on the ground that Isabel had no right of representation to the
estate of Cristina, she being an illegitimate grandchild of the latter as a result On appeal, the Court of Appeals reversed and set aside the decision of the
of Isabel’s parents’ marriage being declared null and void. However, in RTC, revoked the Letters of Administration issued to Emilio III, and
Suntay v. Cojuangco-Suntay, we categorically declared that Isabel and her appointed respondent as administratrix of the subject estate:
siblings, having been born of a voidable marriage as opposed to a void
WHEREFORE, in view of all the foregoing, the assailed decision dated Isabel contends that the explicit provisions of Section 6, Rule 78 of the Rules
November 9, 2001 of Branch 78, Regional Trial Court of Malolos, Bulacan in of Court on the order of preference for the issuance of letters of
SPC No. 117-M-95 is REVERSED and SET ASIDE and the letters of administration cannot be ignored and that Article 992 of the Civil Code must
administration issued by the said court to Emilio A.M. Suntay III, if any, are be followed. Isabel further asserts that Emilio III had demonstrated adverse
consequently revoked. Petitioner Isabel Cojuangco-Suntay is hereby interests and disloyalty to the estate, thus, he does not deserve to become a
appointed administratrix of the intestate estate of Cristina Aguinaldo Suntay. co-administrator thereof.
Let letters of administration be issued in her favor upon her filing of a bond
in the amount of Two Hundred Thousand (₱ 200,000.00) Pesos.7 Specifically, Isabel bewails that: (1) Emilio III is an illegitimate grandchild
and therefore, not an heir of the decedent; (2) corollary thereto, Emilio III, not
As previously adverted to, on appeal by certiorari, we reversed and set aside being a "next of kin" of the decedent, has no interest in the estate to justify his
the ruling of the appellate court. We decided to include Emilio III as co- appointment as administrator thereof; (3) Emilio III’s actuations since his
administrator of Cristina’s estate, giving weight to his interest in Federico’s appointment as administrator by the RTC on 9 November 2001 emphatically
estate. In ruling for co-administration between Emilio III and demonstrate the validity and wisdom of the order of preference in Section 6,
Rule 78 of the Rules of Court; and (4) there is no basis for joint administration
Isabel, we considered that: as there are no "opposing parties or factions to be represented."

1. Emilio III was reared from infancy by the decedent, Cristina, and To begin with, the case at bar reached us on the issue of who, as between
her husband, Federico, who both acknowledged him as their Emilio III and Isabel, is better qualified to act as administrator of the
grandchild; decedent’s estate. We did not choose. Considering merely his demonstrable
interest in the subject estate, we ruled that Emilio III should likewise
2. Federico claimed half of the properties included in the estate of the administer the estate of his illegitimate grandmother, Cristina, as a co-
decedent, Cristina, as forming part of their conjugal partnership of administrator. In the context of this case, we have to make a choice and
gains during the subsistence of their marriage; therefore, reconsider our decision of 16 June 2010.

3. Cristina’s properties, forming part of her estate, are still The general rule in the appointment of administrator of the estate of a
commingled with those of her husband, Federico, because her share decedent is laid down in Section 6, Rule 78 of the Rules of Court:
in the conjugal partnership remains undetermined and unliquidated;
and SEC. 6. When and to whom letters of administration granted. – If no executor is
named in the will, or the executor or executors are incompetent, refuse the
4. Emilio III is a legally adopted child of Federico, entitled to share in trust, or fail to give bond, or a person dies intestate, administration shall be
the distribution of the latter’s estate as a direct heir, one degree from granted:
Federico, and not simply in representation of his deceased
illegitimate father, Emilio I. (a) To the surviving husband or wife, as the case may be, or next of kin, or
both, in the discretion of the court, or to such person as such surviving
In this motion, Isabel pleads for total affirmance of the Court of Appeals’ husband or wife, or next of kin, requests to have appointed, if competent and
Decision in favor of her sole administratorship based on her status as a willing to serve;
legitimate grandchild of Cristina, whose estate she seeks to administer.
(b) If such surviving husband or wife, as the case may be, or next of kin, or
the person selected by them, be incompetent or unwilling, or if the husband
or widow, or next of kin, neglects for thirty (30) days after the death of the
person to apply for administration or to request that administration be
granted to some other person, it may be granted to one or more of the
principal creditors, if competent and willing to serve;
(c) If there is not such creditor competent and willing to serve, it may be administrator rests, to a great extent, in the sound judgment of the court
granted to such other person as the court may select. exercising the power of appointment.14

Textually, the rule lists a sequence to be observed, an order of preference, in Under certain circumstances and for various reasons well-settled in
the appointment of an administrator. This order of preference, which Philippine and American jurisprudence, we have upheld the appointment of
categorically seeks out the surviving spouse, the next of kin and the creditors co-administrators: (1) to have the benefits of their judgment and perhaps at
in the appointment of an administrator, has been reinforced in all times to have different interests represented;15 (2) where justice and equity
jurisprudence.8 demand that opposing parties or factions be represented in the management
of the estate of the deceased; (3) where the estate is large or, from any cause,
The paramount consideration in the appointment of an administrator over an intricate and perplexing one to settle;16 (4) to have all interested persons
the estate of a decedent is the prospective administrator’s interest in the satisfied and the representatives to work in harmony for the best interests of
estate.9 This is the same consideration which Section 6, Rule 78 takes into the estate;17 and when a person entitled to the administration of an estate
account in establishing the order of preference in the appointment of desires to have another competent person associated with him in the office.18
administrator for the estate. The rationale behind the rule is that those who
will reap the benefit of a wise, speedy and economical administration of the In the frequently cited Matias v. Gonzales, we dwelt on the appointment of
estate, or, in the alternative, suffer the consequences of waste, improvidence special co-administrators during the pendency of the appeal for the probate
or mismanagement, have the highest interest and most influential motive to of the decedent’s will. Pending the probate thereof, we recognized Matias’
administer the estate correctly.10 In all, given that the rule speaks of an order special interest in the decedent’s estate as universal heir and executrix
of preference, the person to be appointed administrator of a decedent’s estate designated in the instrument who should not be excluded in the
must demonstrate not only an interest in the estate, but an interest therein administration thereof. Thus, we held that justice and equity demands that
greater than any other candidate. the two (2) factions among the non-compulsory heirs of the decedent,
consisting of an instituted heir (Matias) and intestate heirs (respondents
To illustrate, the preference bestowed by law to the surviving spouse in the thereat), should be represented in the management of the decedent’s estate. 19
administration of a decedent’s estate presupposes the surviving spouse’s
interest in the conjugal partnership or community property forming part of Another oft-cited case is Vda. de Dayrit v. Ramolete, where we held that
the decedent’s estate.11 Likewise, a surviving spouse is a compulsory heir of a "inasmuch as petitioner-wife owns one-half of the conjugal properties and
decedent12 which evinces as much, if not more, interest in administering the that she, too, is a compulsory heir of her husband, to deprive her of any hand
entire estate of a decedent, aside from her share in the conjugal partnership in the administration of the estate prior to the probate of the will would be
or absolute community property. unfair to her proprietary interests."20

It is to this requirement of observation of the order of preference in the Hewing closely to the aforementioned cases is our ruling in Ventura v.
appointment of administrator of a decedent’s estate, that the appointment of Ventura21 where we allowed the appointment of the surviving spouse and
co-administrators has been allowed, but as an exception. We again refer to legitimate children of the decedent as co-administrators. However, we drew
Section 6(a) of Rule 78 of the Rules of Court which specifically states that a distinction between the heirs categorized as next of kin, the nearest of kin
letters of administration may be issued to both the surviving spouse and the in the category being preferred, thus:
next of kin. In addition and impliedly, we can refer to Section 2 of Rule 82 of
the Rules of Court which say that "x x x when an executor or administrator In the case at bar, the surviving spouse of the deceased Gregorio Ventura is
dies, resigns, or is removed, the remaining executor or administrator may Juana Cardona while the next of kin are: Mercedes and Gregoria Ventura
administer the trust alone, x x x." and Maria and Miguel Ventura. The "next of kin" has been defined as those
persons who are entitled under the statute of distribution to the decedent’s
In a number of cases, we have sanctioned the appointment of more than one property (citations omitted). It is generally said that "the nearest of kin,
administrator for the benefit of the estate and those interested therein.13 We whose interest in the estate is more preponderant, is preferred in the choice
recognized that the appointment of administrator of the estate of a decedent of administrator. ‘Among members of a class the strongest ground for
or the determination of a person’s suitability for the office of judicial
preference is the amount or preponderance of interest. As between next of Furthermore, the cases of Matias, Corona and Vda. de Dayrit hinge upon
kin, the nearest of kin is to be preferred.’" (citations omitted) factual circumstances other than the incompatible interests of the heirs which
are glaringly absent from the instant case. In Matias this Court ordered the
As decided by the lower court and sustained by the Supreme Court, appointment of a special co-administrator because of the applicant's status as
Mercedes and Gregoria Ventura are the legitimate children of Gregorio the universal heir and executrix designated in the will, which we considered
Ventura and his wife, the late Paulina Simpliciano. Therefore, as the nearest to be a "special interest" deserving protection during the pendency of the
of kin of Gregorio Ventura, they are entitled to preference over the appeal. Quite significantly, since the lower court in Matias had already
illegitimate children of Gregorio Ventura, namely: Maria and Miguel deemed it best to appoint more than one special administrator, we found
Ventura. Hence, under the aforestated preference provided in Section 6 of grave abuse of discretion in the act of the lower court in ignoring the
Rule 78, the person or persons to be appointed administrator are Juana applicant's distinctive status in the selection of another special administrator.
Cardona, as the surviving spouse, or Mercedes and Gregoria Ventura as
nearest of kin, or Juana Cardona and Mercedes and Gregoria Ventura in the In Corona we gave "highest consideration" to the "executrix's choice of Special
discretion of the Court, in order to represent both interests. 22 (Emphasis Administrator, considering her own inability to serve and the wide latitude
supplied) of discretion given her by the testatrix in her will," for this Court to compel
her appointment as special co-administrator. It is also manifest from the
In Silverio, Sr. v. Court of Appeals,23 we maintained that the order of preference decision in Corona that the presence of conflicting interests among the heirs
in the appointment of an administrator depends on the attendant facts and therein was not per se the key factor in the designation of a second special
circumstances. In that case, we affirmed the legitimate child’s appointment administrator as this fact was taken into account only to disregard or, in the
as special administrator, and eventually as regular administrator, of the words of Corona, to "overshadow" the objections to the appointment on
decedent’s estate as against the surviving spouse who the lower court found grounds of "impracticality and lack of kinship."
unsuitable. Reiterating Sioca v. Garcia24 as good law, we pointed out that
unsuitableness for appointment as administrator may consist in adverse Finally in Vda. de Dayrit we justified the designation of the wife of the
interest of some kind or hostility to those immediately interested in the decedent as special co-administrator because it was "our considered opinion
estate. that inasmuch as petitioner-wife owns one-half of the conjugal properties
and that she, too, is a compulsory heir of her husband, to deprive her of any
In Valarao v. Pascual,25 we see another story with a running theme of heirs hand in the administration of the estate prior to the probate of the will would
squabbling over the estate of a decedent. We found no reason to set aside the be unfair to her proprietary interests." The special status of a surviving
probate court’s refusal to appoint as special co-administrator Diaz, even if he spouse in the special administration of an estate was also emphasized in Fule
had a demonstrable interest in the estate of the decedent and represented one v. Court of Appeals where we held that the widow would have more interest
of the factions of heirs, because the evidence weighed by the probate court than any other next of kin in the proper administration of the entire estate
pointed to Diaz’s being remiss in his previous duty as co-administrator of the since she possesses not only the right of succession over a portion of the
estatein the early part of his administration. Surveying the previously exclusive property of the decedent but also a share in the conjugal
discussed cases of Matias, Corona, and Vda. de Dayrit, we clarified, thus: partnership for which the good or bad administration of the estate may affect
not just the fruits but more critically the naked ownership thereof. And in
Respondents cannot take comfort in the cases of Matias v. Gonzales, Corona Gabriel v. Court of Appeals we recognized the distinctive status of a
v. Court of Appeals, and Vda. de Dayrit v. Ramolete, cited in the assailed surviving spouse applying as regular administrator of the deceased spouse's
Decision. Contrary to their claim, these cases do not establish an absolute estate when we counseled the probate court that "there must be a very strong
right demandable from the probate court to appoint special co- case to justify the exclusion of the widow from the administration."
administrators who would represent the respective interests of squabbling
heirs. Rather, the cases constitute precedents for the authority of the probate Clearly, the selection of a special co-administrator in Matias, Corona and
court to designate not just one but also two or more special co-administrators Vda. de Dayrit was based upon the independent proprietary interests and
for a single estate. Now whether the probate court exercises such prerogative moral circumstances of the appointee that were not necessarily related to the
when the heirs are fighting among themselves is a matter left entirely to its demand for representation being repeatedly urged by
sound discretion. respondents.26(Emphasis supplied)
In Gabriel v. Court of Appeals, we unequivocally declared the mandatory administration thereof. Neither does squabbling among the heirs nor adverse
character of the rule on the order of preference for the issuance of letters of interests necessitate the discounting of the order of preference set forth in
administration: Section 6, Rule 78. Indeed, in the appointment of administrator of the estate
of a deceased person, the principal consideration reckoned with is the
Evidently, the foregoing provision of the Rules prescribes the order of interest in said estate of the one to be appointed as administrator.31 Given
preference in the issuance of letters of administration, it categorically seeks Isabel’s unassailable interest in the estate as one of the decedent’s legitimate
out the surviving spouse, the next of kin and the creditors, and requires that grandchildren and undoubted nearest "next of kin," the appointment of
sequence to be observed in appointing an administrator. It would be a grave Emilio III as co-administrator of the same estate, cannot be a demandable
abuse of discretion for the probate court to imperiously set aside and right. It is a matter left entirely to the sound discretion of the Court 32 and
insouciantly ignore that directive without any valid and sufficient reason depends on the facts and the attendant circumstances of the case.33
therefor.27
Thus, we proceed to scrutinize the attendant facts and circumstances of this
Subsequently, in Angeles v. Angeles-Maglaya, we expounded on the legal
28  case even as we reiterate Isabel’s and her sibling’s apparent greater interest
contemplation of a "next of kin," thus: in the estate of Cristina.

Finally, it should be noted that on the matter of appointment of These considerations do not warrant the setting aside of the order of
administrator of the estate of the deceased, the surviving spouse is preferred preference mapped out in Section 6, Rule 78 of the Rules of Court. They
over the next of kin of the decedent. When the law speaks of "next of kin," compel that a choice be made of one over the other.
the reference is to those who are entitled, under the statute of distribution, to
the decedent's property; one whose relationship is such that he is entitled to 1. The bitter estrangement and long-standing animosity between
share in the estate as distributed, or, in short, an heir. In resolving, therefore, Isabel, on the one hand, and Emilio III, on the other, traced back
the issue of whether an applicant for letters of administration is a next of kin from the time their paternal grandparents were alive, which can be
or an heir of the decedent, the probate court perforce has to determine and characterized as adverse interest of some kind by, or hostility of,
pass upon the issue of filiation. A separate action will only result in a Emilio III to Isabel who is immediately interested in the estate;
multiplicity of suits. Upon this consideration, the trial court acted within
bounds when it looked into and passed upon the claimed relationship of 2. Corollary thereto, the seeming impossibility of Isabel and Emilio
respondent to the late Francisco Angeles.29 III working harmoniously as co-administrators may result in
prejudice to the decedent’s estate, ultimately delaying settlement
Finally, in Uy v. Court of Appeals,30 we took into consideration the size of, and thereof; and
benefits to, the estate should respondent therein be appointed as co-
administrator. We emphasized that where the estate is large or, from any 3. Emilio III, for all his claims of knowledge in the management of
cause, an intricate and perplexing one to settle, the appointment of co- Cristina’s estate, has not looked after the estate’s welfare and has
administrators may be sanctioned by law. acted to the damage and prejudice thereof.

In our Decision under consideration, we zeroed in on Emilio III’s Contrary to the assumption made in the Decision that Emilio III’s
demonstrable interest in the estate and glossed over the order of preference demonstrable interest in the estate makes him a suitable co-administrator
set forth in the Rules. We gave weight to Emilio III’s demonstrable interest in thereof, the evidence reveals that Emilio III has turned out to be an
Cristina’s estate and without a closer scrutiny of the attendant facts and unsuitable administrator of the estate. Respondent Isabel points out that after
circumstances, directed co-administration thereof. We are led to a review of Emilio III’s appointment as administrator of the subject estate in 2001, he has
such position by the foregoing survey of cases. not looked after the welfare of the subject estate and has actually acted to the
damage and prejudice thereof as evidenced by the following:
The collected teaching is that mere demonstration of interest in the estate to
be settled does not ipso facto entitle an interested person to co-
1. Emilio III, despite several orders from the probate court for a 3. The complained partial inventory is only initiatory, inherent in the
complete inventory, omitted in the partial inventories34 he filed nature thereof, and one of the first steps in the lengthy process of
therewith properties of the estate35 including several parcels of land, settlement of a decedent’s estate, such that it cannot constitute a
cash, bank deposits, jewelry, shares of stock, motor vehicles, and complete and total listing of the decedent’s properties; and
other personal properties, contrary to Section 1,36paragraph a, Rule
81 of the Rules of Court. 4. The criminal cases adverted to are trumped-up charges where
Isabel, as private complainant, has been unwilling to appear and
2. Emilio III did not take action on both occasions against Federico’s testify, leading the Judge of the Regional Trial Court, Branch 44 of
settlement of the decedent’s estate which adjudicated to himself a Mamburao, Occidental Mindoro, to warn the prosecutor of a
number of properties properly belonging to said estate (whether possible motu propio dismissal of the cases.
wholly or partially), and which contained a declaration that the
decedent did not leave any descendants or heirs, except for Federico, While we can subscribe to Emilio III’s counsel’s explanation for the blamed
entitled to succeed to her estate.37 delay in the filing of an inventory and his exposition on the nature thereof,
partial as opposed to complete, in the course of the settlement of a decedent’s
In compliance to our Resolution dated 18 April 2012 requiring Emilio III to estate, we do not find any clarification on Isabel’s accusation that Emilio III
respond to the following imputations of Isabel that: had deliberately omitted properties in the inventory, which properties of
Cristina he knew existed and which he claims to be knowledgeable about.
1. Emilio III did not file an inventory of the assets until November 14, 2002;
The general denial made by Emilio III does not erase his unsuitability as
2. The inventory Emilio III submitted did not include several properties of administrator rooted in his failure to "make and return x x x a true and
the decedent; complete inventory" which became proven fact when he actually filed partial
inventories before the probate court and by his inaction on two occasions of
3. That properties belonging to the decedent have found their way to Federico’s exclusion of Cristina’s other compulsory heirs, herein Isabel and
different individuals or persons; several properties to Federico Suntay her siblings, from the list of heirs.
himself; and
As administrator, Emilio III enters into the office, posts a bond and executes
4. While some properties have found their way to Emilio III, by reason of an oath to faithfully discharge the duties of settling the decedent’s estate
falsified documents;38 with the end in view of distribution to the heirs, if any. This he failed to do.
The foregoing circumstances of Emilio III’s omission and inaction become
even more significant and speak volume of his unsuitability as administrator
Emilio III refutes Isabel’s imputations that he was lackadaisical in assuming
as it demonstrates his interest adverse to those immediately interested in the
and performing the functions of administrator of Cristina’s estate:
estate of the decedent, Cristina.
1. From the time of the RTC’s Order appointing Emilio III as
In this case, palpable from the evidence on record, the pleadings, and the
administrator, Isabel, in her pleadings before the RTC, had
protracted litigation, is the inescapable fact that Emilio III and respondent
vigorously opposed Emilio III’s assumption of that office, arguing
Isabel have a deep aversion for each other.1awp++i1 To our mind, it becomes
that "the decision of the RTC dated 9 November 2001 is not among
highly impractical, nay, improbable, for the two to work as co-administrators
the judgments authorized by the Rules of Court which may be
of their grandmother’s estate. The allegations of Emilio III, the testimony of
immediately implemented or executed;"
Federico and the other witnesses for Federico and Emilio III that Isabel and
her siblings were estranged from their grandparents further drive home the
2. The delay in Emilio III’s filing of an inventory was due to Isabel’s point that Emilio III bears hostility towards Isabel. More importantly, it
vociferous objections to Emilio III’s attempts to act as administrator appears detrimental to the decedent’s estate to appoint a co-administrator
while the RTC decision was under appeal to the Court of Appeals; (Emilio III) who has shown an adverse interest of some kind or hostility to
those, such as herein respondent Isabel, immediately interested in the said Once again, as we have done in the Decision, we exercise judicial restraint:
estate. we uphold that the question of who are the heirs of the decedent Cristina is
not yet upon us. Article 992 of the Civil Code or the curtain bar rule is
Bearing in mind that the issuance of letters of administration is simply a inapplicable in resolving the issue of who is better qualified to administer the
preliminary order to facilitate the settlement of a decedent’s estate, we here estate of the decedent.
point out that Emilio III is not without remedies to protect his interests in the
estate of the decedent. In Hilado v. Court of Appeals,39 we mapped out as Thus, our disquisition in the assailed Decision:
among the allowable participation of "any interested persons" or "any
persons interested in the estate" in either testate or intestate proceedings: Nonetheless, it must be pointed out that judicial restraint impels us to refrain
from making a final declaration of heirship and distributing the presumptive
xxxx shares of the parties in the estates of Cristina and Federico, considering that
the question on who will administer the properties of the long deceased
4. Section 640 of Rule 87, which allows an individual interested in the estate of couple has yet to be settled.
the deceased "to complain to the court of the concealment, embezzlement, or
conveyance of any asset of the decedent, or of evidence of the decedent’s title Our holding in Capistrano v. Nadurata on the same issue remains good law:
or interest therein;"
The declaration of heirs made by the lower court is premature, although the
5. Section 1041 of Rule 85, which requires notice of the time and place of the evidence sufficiently shows who are entitled to succeed the deceased. The
examination and allowance of the Administrator’s account "to persons estate had hardly been judicially opened, and the proceeding has not as yet
interested;" reached the stage of distribution of the estate which must come after the
inheritance is liquidated.
6. Section 7(b)42 of Rule 89, which requires the court to give notice "to the
persons interested" before it may hear and grant a petition seeking the Section 1, Rule 90 of the Rules of Court does not depart from the foregoing
disposition or encumbrance of the properties of the estate; and admonition:

7. Section 1,43 Rule 90, which allows "any person interested in the estate" to Sec. 1. When order for distribution of residue is made. - x x x. If there is a
petition for an order for the distribution of the residue of the estate of the controversy before the court as to who are the lawful heirs of the deceased
decedent, after all obligations are either satisfied or provided for.44 person or as to the distributive shares to which each person is entitled under
the law, the controversy shall be heard and decided as in ordinary cases.
In addition to the foregoing, Emilio III may likewise avail of the remedy
found in Section 2, Rule 82 of the Rules of Court, to wit: No distribution shall be allowed until the payment of the obligations above
mentioned has been made or provided for, unless the distributees, or any of
Sec. 2. Court may remove or accept resignation of executor or them, give a bond, in a sum to be fixed by the court, conditioned for the
administrator. Proceedings upon death, resignation, or removal. – If an payment of said obligations within such time as the court directs.45
executor or administrator neglects to render his account and settle the estate
according to law, or to perform an order or judgment of the court, or a duty Lastly, we dispose of a peripheral issue raised in the Supplemental
expressly provided by these rules, or absconds, or becomes insane, or Comment46 of Emilio III questioning the Special Second Division which
otherwise incapable or unsuitable to discharge the trust, the court may issued the 18 April 2012 Resolution. Emilio III asseverates that "the operation
remove him, or, in its discretion, may permit him to resign. When an of the Special Second Division in Baguio is unconstitutional and void" as the
executor or administrator dies, resigns, or is removed, the remaining Second Division in Manila had already promulgated its Decision on 16 June
executor or administrator may administer the trust alone, unless the court 2010 on the petition filed by him:
grants letters to someone to act with him. If there is no remaining executor or
administrator, administration may be granted to any suitable person.
7. The question is: who created the Special Second Division in Baguio, acting If the ponente and all the Members of the Division that rendered the
separately from the Second Division of the Supreme Court in Manila? There Decision or signed Resolution are no longer Members of the Court, the case
will then be two Second Divisions of the Supreme Court: one acting with the shall be raffled to any Member of the Court and the motion shall be acted
Supreme Court in Manila, and another Special Second Division acting upon by him or her with the participation of the other Members of the
independently of the Second Division of the Supreme Court in Manila.47 Division to which he or she belongs.

For Emilio III’s counsels’ edification, the Special Second Division in Baguio is If there are pleadings, motions or incidents subsequent to the denial of the
not a different division created by the Supreme Court. motion for reconsideration or clarification, the case shall be acted upon by
the ponente on record with the participation of the other Members of the
The Second Division which promulgated its Decision on this case on 16 June Division to which he or she belongs at the time said pleading, motion or
2010, penned by Justice Antonio Eduardo B. Nachura, now has a different incident is to be taken up by the Court. (Emphasis supplied)
composition, with the advent of Justice Nachura’s retirement on 13 June
2011. Section 7, Rule 2 of the Internal Rules of the Supreme Court provides: As regards the operation thereof in Baguio City, such is simply a change in
venue for the Supreme Court's summer session held last April.48
Sec. 7. Resolutions of motions for reconsideration or clarification of decisions or
signed resolutions and all other motions and incidents subsequently filed; creation of WHEREFORE, the Motion for Reconsideration is PARTIALLY GRANTED.
a Special Division. – Motions for reconsideration or clarification of a decision Our Decision in G.R. No. 183053 dated 16 June 2010 is MODIFIED. Letters of
or of a signed resolution and all other motions and incidents subsequently Administration over the estate of decedent Cristina Aguinaldo-Suntay shall
filed in the case shall be acted upon by the ponente and the other Members solely issue to respondent Isabel Cojuangco-Suntay upon payment of a bond
of the Division who participated in the rendition of the decision or signed to be set by the Regional Trial Court, Branch 78, Malolos, Bulacan, in Special
resolution. Proceeding Case No. 117-M-95. The Regional Trial Court, Branch 78,
Malolos, Bulacan is likewise directed to settle the estate of decedent Cristina
If the ponente has retired, is no longer a Member of the Court, is disqualified, Aguinaldo-Suntay with dispatch. No costs.
or has inhibited himself or herself from acting on the motion for
reconsideration or clarification, he or she shall be replaced through raffle by SO ORDERED.
a new ponente who shall be chosen among the new Members of the Division
who participated in the rendition of the decision or signed resolution and
who concurred therein. If only one Member of the Court who participated
and concurred in the rendition of the decision or signed resolution remains,
he or she shall be designated as the new ponente.

If a Member (not the ponente) of the Division which rendered the decision or
signed resolution has retired, is no longer a Member of the Court, is
disqualified, or has inhibited himself or herself from acting on the motion for
reconsideration or clarification, he or she shall be replaced through raffle by
a replacement Member who shall be chosen from the other Divisions until a
new Justice is appointed as replacement for the retired Justice. Upon the
appointment of a new Justice, he or she shall replace the designated Justice
as replacement Member of the Special Division.

Any vacancy or vacancies in the Special Division shall be filled by raffle from
among the other Members of the Court to constitute a Special Division of five
(5) Members.
Republic of the Philippines We regret to inform you that wecannot give due course to your claim
SUPREME COURT because you are no longer considered as the parent of JOHN COLCOL as he
Manila was legally adopted by CORNELIO COLCOL based on documents you
submitted to us.
THIRD DIVISION
The denial was appealed tothe Employees’ Compensation Commission
G.R. No. 192531               November 12, 2014 (ECC), which affirmed the ruling of the SSS La Union Branch through the
assailed Decision, the dispositive portion of which reads:
BERNARDINA P. BARTOLOME, Petitioner, 
vs. WHEREFORE, the appealed decision is AFFIRMED and the claim is hereby
SOCIAL SECURITY SYSTEM and SCANMAR MARITIME SERVICES, dismissed for lack of merit.
INC., Respondents.
SO ORDERED.6
DECISION
In denying the claim, both the SSS La Union branch and the ECC ruled
VELASCO, JR., J.: against petitioner’s entitlement to the death benefits sought after under PD
626 on the ground she can no longer be considered John’s primary
Nature of the Case beneficiary. As culled from the records, John and his sister Elizabeth were
adopted by their great grandfather, petitioner’s grandfather, Cornelio Colcol
(Cornelio), by virtue of the Decision7 in Spec. Proc. No. 8220-XII of the
This Appeal, filed under Rule 43 of the Rules of Court, seeks to annul the
Regional Trial Court in Laoag City dated February 4, 1985, which decree of
March 17, 2010 Decision1 of the Employees Compensation Commission
adoption attained finality.8 Consequently, as argued by the agencies, it is
(ECC) in ECC Case No. SL-18483-0218-10, entitled Bernardina P. Bartolome
Cornelio who qualifies as John’s primary beneficiary, not petitioner. Neither,
v. Social Security System (SSS) [Scanmar Maritime Services, Inc.}, declaring
the ECC reasoned, would petitioner qualify as John’s secondary beneficiary
that petitioner is not a beneficiary of the deceased employee under
even if it wereproven that Cornelio has already passed away. As the ECC
Presidential Decree No. (PD) 442, otherwise known as the Labor Code of the
ratiocinated:
Philippines, as amended by PD 626.2

Under Article 167 (j) of P.D. 626, as amended, provides (sic) that beneficiaries
The Facts
are the "dependent spouse until he remarries and dependent children, who
are the primary beneficiaries. In their absence, the dependent parentsand
John Colcol (John), born on June 9, 1983, was employed as electrician by subject to the restrictions imposed on dependent children, the illegitimate
Scanmar Maritime Services, Inc., on board the vessel Maersk Danville, since children and legitimate descendants who are the secondary beneficiaries;
February 2008. As such, he was enrolled under the government's Employees' Provided; that the dependent acknowledged natural child shall be
Compensation Program (ECP).3 Unfortunately, on June 2, 2008, an accident considered as a primary beneficiary when there are no other dependent
occurred on board the vessel whereby steel plates fell on John, which led to children who are qualified and eligible for monthly income benefit."
his untimely death the following day.4
The dependent parent referred to by the above provision relates to the
John was, at the time of his death, childless and unmarried. Thus, petitioner legitimate parent of the covered member, as provided for by Rule XV,
Bernardina P. Bartolome, John’s biological mother and, allegedly, sole Section 1 (c) (1) of the Amended Rules on Employees’ Compensation. This
remaining beneficiary, filed a claim for death benefits under PD 626 with the Commission believes that the appellant is not considered a legitimate parent
Social Security System (SSS) at San Fernando City, La Union. However, the of the deceased, having given up the latter for adoption to Mr. Cornelio C.
SSS La Union office, in a letter dated June 10, 20095 addressed to petitioner,
denied the claim, stating:
Colcol. Thus, in effect, the adoption divested her of the statusas the To recall, one of the primary reasons why the ECC denied petitioner’s claim
legitimate parent of the deceased. for death benefits is that eventhough she is John’s biological mother, it was
allegedly not proven that his adoptive parent, Cornelio, was no longer alive.
xxxx As intimated by the ECC:

In effect, the rights which previously belong [sic] to the biological parent of Moreover, there had been no allegation in the records as to whether the
the adopted child shall now be upon the adopting parent. Hence, in this case, legally adoptive parent, Mr. Colcol, is dead, which would immediately
the legal parent referred to by P.D. 626, as amended, as the beneficiary, who qualify the appellant [petitioner] for Social Security benefits. Hence, absent
has the right to file the claim, is the adoptive father of the deceased and not such proof of death of the adoptive father, this Commission will presume
herein appellant.9 (Emphasis supplied) him to be alive and well, and as such, is the one entitled to claim the benefit
being the primary beneficiary of the deaceased. Thus, assuming that
Aggrieved, petitioner filed a Motion for Reconsideration, which was likewise appellant is indeed a qualified beneficiary under the Social Security law, in
denied by the ECC.10 Hence, the instant petition. view of her status as other beneficiary, she cannot claim the benefit legally
provided by law to the primary beneficiary, in this case the adoptive father
since he is still alive.
The Issues

We disagree with the factual finding of the ECC on this point.


Petitioner raises the following issues in the petition:

Generally, findings of fact by administrative agencies are generally accorded


ASSIGNMENT OF ERRORS
great respect, if not finality, by the courts by reason of the special knowledge
and expertise of said administrative agenciesover matters falling under their
I. The Honorable ECC’s Decision is contrary to evidence on record. jurisdiction.12 However, in the extant case, the ECC had overlooked a crucial
piece of evidence offered by the petitioner – Cornelio’s death certificate.13
II. The Honorable ECC committed grave abuse in denying the just,
due and lawful claims of the petitioner as a lawful beneficiary of her Based on Cornelio’s death certificate, it appears that John’s adoptive father
deceased biological son. died on October 26, 1987,14 or only less than three (3) years since the decree of
adoption on February 4, 1985, which attained finality.15 As such, it was error
III. The Honorable ECC committed grave abuse of discretion in not for the ECC to have ruled that it was not duly proven that the adoptive
giving due course/denying petitioner’s otherwise meritorious parent, Cornelio, has already passed away.
motion for reconsideration.11
The rule limiting death benefits claims to the legitimate parents is contrary to
In resolving the case, the pivotal issue is this: Are the biological parents of law
the covered, but legally adopted, employee considered secondary
beneficiaries and, thus, entitled, in appropriate cases, to receive the benefits This brings us to the question of whether or not petitioner is entitled to the
under the ECP? death benefits claim in view of John’s work-related demise. The pertinent
provision, in this regard, is Article 167 (j) of the Labor Code, as amended,
The Court's Ruling which reads:

The petition is meritorious. ART. 167. Definition of terms. - Asused in this Title unless the context
indicates otherwise:
The ECC’s factual findings are not consistent with the evidence on record
xxxx
(j) 'Beneficiaries' means the dependent spouse until he remarries and (c) The following beneficiaries shall be considered
dependent children, who are the primary beneficiaries. In their absence, the secondary:
dependent parents and subject to the restrictions imposed on dependent
children, the illegitimate children and legitimate descendants who are the (1) The legitimate parentswholly dependent upon
secondary beneficiaries; Provided, that the dependent acknowledged natural the employee for regular support;
child shall be considered as a primary beneficiary when there are no other
dependent children who are qualified and eligible for monthly income (2) The legitimate descendants and illegitimate
benefit. (Emphasis supplied) children who are unmarried, not gainfully
employed, and not over 21 years of age, or over 21
Concurrently, pursuant to the succeeding Article 177(c) supervising the ECC years of age providedthat he is incapacitated and
"[T]o approve rules and regulations governing the processing of claims and incapable of self - support dueto physical or mental
the settlement of disputes arising therefrom as prescribed by the System," the defect which is congenital or acquired during
ECC has issued the Amended Rules on Employees’ Compensation, minority. (Emphasis supplied)
interpreting the above-cited provision as follows:
Guilty of reiteration, the ECC denied petitioner’s claim on the ground that
RULE XV – BENEFICIARIES she is no longer the deceased’s legitimate parent, as required by the
implementing rules. As held by the ECC, the adoption decree severed the
SECTION 1. Definition. (a) Beneficiaries shall be either primary or secondary, relation between John and petitioner, effectively divesting her of the status of
and determined atthe time of employee’s death. a legitimate parent, and, consequently, that of being a secondary beneficiary.

(b) The following beneficiaries shall be considered primary: We disagree.

(1) The legitimate spouse living with the employee a. Rule XV, Sec. 1(c)(1) of the Amended Rules on Employees’ Compensation
at the time of the employee’s death until he deviates from the clear language of Art. 167 (j) of the Labor Code, as
remarries; and amended

(2) Legitimate, legitimated, legally adopted or Examining the Amended Rules on Employees’ Compensation in light of the
acknowledged natural children, who are unmarried Labor Code, as amended, it is at once apparent that the ECC indulged in an
not gainfully employed, not over 21 years of age, or unauthorized administrative legislation. In net effect, the ECC read into Art.
over 21 years of age provided that he is 167 of the Code an interpretation not contemplated by the provision.
incapacitated and incapable of self - support due to Pertinent in elucidating on this point isArticle 7 of the Civil Code of the
physicalor mental defect which is congenital or Philippines, which reads:
acquired during minority; Provided, further, that a
dependent acknowledged natural child shall be Article 7. Laws are repealed only by subsequent ones, and their violation or
considered as a primary beneficiary only when there non-observance shall not beexcused by disuse, or custom or practice to the
are no other dependent children who are qualified contrary.
and eligible for monthly income benefit; provided
finally, that if there are two or more acknowledged When the courts declared a law to be inconsistent with the Constitution, the
natural children, they shall be counted from the former shall be void and the latter shall govern.
youngest and without substitution, but not
exceeding five.
Administrative or executive acts, orders and regulations shall be valid only
when they are not contrary to the laws or the Constitution.(Emphasis
supplied)
As applied, this Court held in Commissioner of Internal Revenue v. Fortune its general sense and cannot be unduly limited to "legitimate parents" as
Tobacco Corporation16 that: what the ECC did. The phrase "dependent parents" should, therefore,
include all parents, whether legitimate or illegitimate and whether by nature
As we have previously declared, rule-making power must be confined to or by adoption. When the law does not distinguish, one should not
details for regulating the mode or proceedings in order to carry into effect distinguish. Plainly, "dependent parents" are parents, whether legitimate or
the law as it has been enacted, and it cannot be extended to amend or expand illegitimate, biological or by adoption,who are in need of support or
the statutory requirements or to embrace matters not covered by the statute. assistance.
Administrative regulations must always be in harmony with the provisions
of the law because any resulting discrepancy between the two will always be Moreover, the same Article 167 (j),as couched, clearly shows that Congress
resolved in favor of the basic law. (Emphasis supplied) did not intend to limit the phrase "dependent parents" to solely legitimate
parents. At the risk of being repetitive, Article 167 provides that "in their
Guided by this doctrine, We find that Rule XV of the Amended Rules on absence, the dependent parents and subject to the restrictions imposed on
Employees’ Compensation is patently a wayward restriction of and a dependent children, the illegitimate children and legitimate descendants
substantial deviation from Article 167 (j) of the Labor Code when it who are secondary beneficiaries." Had the lawmakers contemplated
interpreted the phrase "dependent parents" to refer to "legitimate parents." "dependent parents" to mean legitimate parents, then it would have simply
said descendants and not "legitimate descendants." The manner by which the
It bears stressing that a similar issue in statutory construction was resolved provision in question was crafted undeniably show that the phrase
by this Court in Diaz v. Intermediate Appellate Court17 in this wise: "dependent parents" was intended to cover all parents – legitimate,
illegitimate or parents by nature or adoption.
It is Our shared view that the word "relatives" should be construed in its
general acceptation. Amicus curiae Prof. Ruben Balane has this to say: b. Rule XV, Section 1(c)(1) of the Amended Rules on Employees’
Compensation is in contravention of the equal protection clause
The term relatives, although used many times in the Code, is not defined by
it. In accordancetherefore with the canons of statutory interpretation, it To insist that the ECC validly interpreted the Labor Code provision is an
should beunderstood to have a general and inclusive scope, inasmuch as the affront to the Constitutional guarantee of equal protection under the laws for
term is a general one. Generalia verba sunt generaliter intelligenda. That the the rule, as worded, prevents the parents of an illegitimate child from
law does not make a distinction prevents us from making one: Ubi lex non claiming benefits under Art. 167 (j) of the Labor Code, as amended by PD
distinguit, nec nos distinguera debemus. xxx 626. To Our mind, such postulation cannot be countenanced.

According to Prof. Balane, to interpret the term relatives in Article 992 in a As jurisprudence elucidates, equal protection simply requires that all persons
more restrictive sense thanit is used and intended is not warranted by any or things similarly situated should be treated alike, both as to rights
rule ofinterpretation. Besides, he further states that when the law intends to conferred and responsibilities imposed. It requires public bodies and
use the termin a more restrictive sense, it qualifies the term with the word institutions to treat similarly situated individuals in a similar manner.18 In
collateral, as in Articles 1003 and 1009 of the New Civil Code. other words, the concept of equal justice under the law requires the state to
govern impartially, and it may not drawdistinctions between individuals
solely on differences that are irrelevant to a legitimate governmental
Thus, the word "relatives" is a general term and when used in a statute it
objective.19
embraces not only collateral relatives but also all the kindred of the person
spoken of, unless the context indicates that it was used in a more restrictive
or limited sense — which as already discussed earlier, is not so in the case at The concept of equal protection, however, does not require the universal
bar. (Emphasis supplied) application of the laws to all persons or things without distinction. What it
simply requires isequality among equals as determined according to a valid
classification. Indeed, the equal protection clause permits classification. Such
In the same vein, the term "parents" in the phrase "dependent parents" in the
classification, however, to be valid must pass the test of reasonableness. The
afore-quoted Article 167 (j) of the Labor Code is usedand ought to be taken in
test has four requisites: (1) The classification rests on substantial distinctions;
(2) It is germane tothe purpose of the law; (3) It is not limited to existing that when the adoptive parent died less than three (3) years after the
conditions only; and (4) It applies equally to all members of the same class. adoption decree, John was still a minor, at about four (4) years of age.
"Superficial differences do not make for a valid classification."20
John’s minority at the time of his adopter’s death is a significant factor in the
In the instant case, there is no compelling reasonable basis to discriminate case at bar. Under such circumstance, parental authority should be deemed
against illegitimate parents. Simply put, the above-cited rule promulgated by to have reverted in favor of the biological parents. Otherwise, taking into
the ECC that limits the claim of benefits to the legitimate parents miserably account Our consistent ruling that adoption is a personal relationship and
failed the test of reasonableness since the classification is not germane to the that there are no collateral relatives by virtue of adoption,21 who was then left
law being implemented. We see no pressing government concern or interest to care for the minor adopted child if the adopter passed away?
that requires protection so as to warrant balancing the rights of unmarried
parents on one hand and the rationale behind the law on the other. On the To be sure, reversion of parental authority and legal custody in favor of the
contrary, the SSS can better fulfill its mandate, and the policy of PD 626 – that biological parents is not a novel concept. Section 20 of Republic Act No.
employees and their dependents may promptly secure adequate benefits in 855222 (RA 8552), otherwise known as the Domestic Adoption Act, provides:
the event of work-connected disability or death - will be better served if
Article 167 (j) of the Labor Code is not so narrowly interpreted. Section 20. Effects of Rescission.– If the petition [for rescission of adoption] is
granted, the parental authority of the adoptee's biological parent(s), if
There being no justification for limiting secondary parent beneficiaries to the known, or the legal custody of the Department shall be restored if the
legitimate ones, there can be no other course of action to take other than to adoptee is still a minoror incapacitated. The reciprocal rights and obligations
strikedown as unconstitutional the phrase "illegitimate" as appearing in Rule of the adopter(s) and the adoptee to each other shall be extinguished.
XV, Section 1(c)(1) of the Amended Rules on Employees’ Compensation. (emphasis added)

Petitioner qualifies as John’s dependent parent The provision adverted to is applicable herein by analogy insofar as the
restoration of custody is concerned.1âwphi1 The manner herein of
In attempting to cure the glaring constitutional violation of the adverted rule, terminating the adopter’s parental authority, unlike the grounds for
the ECC extended illegitimate parents an opportunity to file claims for and rescission,23 justifies the retention of vested rights and obligations between
receive death benefitsby equating dependency and legitimacy to the exercise the adopter and the adoptee, while the consequent restoration of parental
of parental authority. Thus, as insinuated by the ECC in its assailed Decision, authority in favor of the biological parents, simultaneously, ensures that the
had petitioner not given up John for adoption, she could have still claimed adoptee, who is still a minor, is not left to fend for himself at such a tender
death benefits under the law. age.

To begin with, nowhere in the law nor in the rules does it say that "legitimate To emphasize, We can only apply the rule by analogy, especially since RA
parents" pertain to those who exercise parental authority over the employee 8552 was enacted after Cornelio’s death. Truth be told, there is a lacuna in
enrolled under the ECP. Itwas only in the assailed Decision wherein such the law as to which provision shall govern contingencies in all fours with the
qualification was made. In addition, assuming arguendothat the ECC did not factual milieu of the instant petition. Nevertheless, We are guided by the
overstep its boundaries in limiting the adverted Labor Code provision to the catena of cases and the state policies behind RA 855224 wherein the
deceased’s legitimate parents, and that the commission properly equated paramount consideration is the best interest of the child, which We invoke to
legitimacy to parental authority, petitioner can still qualify as John’s justify this disposition. It is, after all, for the best interest of the child that
secondary beneficiary. someone will remain charged for his welfare and upbringing should his or
her adopter fail or is rendered incapacitated to perform his duties as a parent
True, when Cornelio, in 1985, adoptedJohn, then about two (2) years old, at a time the adoptee isstill in his formative years, and, to Our mind, in the
petitioner’s parental authority over John was severed. However, lest it be absence or, as in this case, death of the adopter, no one else could reasonably
overlooked, one key detail the ECC missed, aside from Cornelio’s death, was be expected to perform the role of a parent other than the adoptee’s
biological one.
Moreover, this ruling finds support on the fact that even though parental the end. Thus, We hold that Cornelio’s death at the time of John’sminority
authority is severed by virtue of adoption, the ties between the adoptee and resulted in the restoration of petitioner’s parental authority over the adopted
the biological parents are not entirely eliminated. To demonstrate, the child.
biological parents, insome instances, are able to inherit from the adopted, as
can be gleaned from Art. 190 of the Family Code: On top of this restoration of parental authority, the fact of petitioner’s
dependence on John can be established from the documentary evidence
Art. 190. Legal or intestate succession to the estate of the adopted shall be submitted to the ECC. As it appears in the records, petitioner, prior to John’s
governed by the following rules: adoption, was a housekeeper. Her late husband died in 1984, leaving her to
care for their seven (7) children. But since she was unable to "give a bright
xxx future to her growing children" as a housekeeper, she consented to
Cornelio’s adoption of Johnand Elizabeth in 1985.
(2) When the parents, legitimate or illegitimate, or the legitimate ascendants
of the adopted concur withthe adopter, they shall divide the entire estate, Following Cornelio’s death in 1987, so records reveal, both petitioner and
one-half tobe inherited by the parents or ascendants and the other half, by John repeatedly reported "Brgy. Capurictan, Solsona, Ilocos Norte" as their
the adopters; residence. In fact, this veryaddress was used in John’s Death
Certificate25 executed in Brazil, and in the Report of Personal Injury or Loss
xxx of Life accomplished by the master of the vessel boarded by John.26 Likewise,
this is John’s known address as per the ECC’s assailed Decision. 27Similarly,
this same address was used by petitioner in filing her claim before the SSS La
(6) When only collateral blood relatives of the adopted survive, then the
Union branch and, thereafter, in her appeal with the ECC. Hence, it can be
ordinary rules of legal or intestate succession shall apply.
assumed that aside from having been restored parental authority over John,
petitioner indeed actually execised the same, and that they lived together
Similarly, at the time of Cornelio Colcol’s death, which was prior to the under one roof.
effectivity of the Family Code, the governing provision is Art. 984 of the New
Civil Code, which provides:
Moreover, John, in his SSS application,28 named petitioner as one of his
beneficiaries for his benefits under RA 8282, otherwise known as the "Social
Art. 984. In case of the death of an adopted child, leaving no children or Security Law." While RA 8282 does not cover compensation for work-related
descendants, his parents and relatives by consanguinity and not by adoption, deaths or injury and expressly allows the designation of beneficiaries who
shall be his legal heirs. are not related by blood to the member unlike in PD 626, John’s deliberate
act of indicating petitioner as his beneficiary at least evinces that he, in a
From the foregoing, it is apparent that the biological parents retain their way, considered petitioner as his dependent. Consequently, the confluence
rights of succession tothe estate of their child who was the subject of of circumstances – from Cornelio’s death during John’s minority, the
adoption. While the benefits arising from the death of an SSS covered restoration ofpetitioner’s parental authority, the documents showing
employee do not form part of the estateof the adopted child, the pertinent singularity of address, and John’s clear intention to designate petitioner as a
provision on legal or intestate succession at least reveals the policy on the beneficiary - effectively made petitioner, to Our mind, entitled to death
rights of the biological parents and those by adoption vis-à-vis the right to benefit claims as a secondary beneficiary under PD 626 as a dependent
receive benefits from the adopted. In the same way that certain rights still parent.
attach by virtue of the blood relation, so too should certain obligations,
which, We rule, include the exercise of parental authority, in the event of the
untimely passing of their minor offspring’s adoptive parent. We cannot leave
undetermined the fate of a minor child whose second chance ata better life
under the care of the adoptive parents was snatched from him by death’s
cruel grasp. Otherwise, the adopted child’s quality of life might have been
better off not being adopted at all if he would only find himself orphaned in
All told, the Decision of the ECC dated March 17, 2010 is bereft of legal basis. Pursuant to Section 13, Article VIII of the Constitution and the Division
Cornelio’s adoption of John, without more, does not deprive petitioner of the Chairperson's Attestation, I certify that the conclusions in the above Decision
right to receive the benefits stemming from John’s death as a dependent had been reached in consultation before the case was assigned to the writer
parent given Cornelio’s untimely demise during John’s minority. Since the of the opinion of the Court's Division.
parent by adoption already died, then the death benefits under the
Employees' Compensation Program shall accrue solely to herein petitioner, ANTONIO T. CARPIO
John's sole remaining beneficiary. Acting Chief Justice

WHEREFORE, the petition is hereby GRANTED. The March 17, 2010


Decision of the Employees' Compensation Commission, in ECC Case No. SL-
18483-0218-10, is REVERSED and SET ASIDE. The ECC is hereby directed to
release the benefits due to a secondary beneficiary of the deceased covered
employee John Colcol to petitioner Bernardina P. Bartolome.

No costs.

SO ORDERED.

PRESBITERO J. VELASCO, JR.


Associate Justice

MARTIN S. VILLARAMA, JR.


Associate Justice

BIENVENIDO L. REYES ESTELA M. PERLAS-BERNABE*


Associate Justice Associate Justice

FRANCIS F. JARDELEZA
Associate Justice

ATTESTATION

I attest that the conclusions in the above Decision had been reached in
consultation before the case was assigned to the writer of the opinion of the
Court's Division.

PRESBITERO J. VELASCO, JR.


Associate Justice
Chairperson

CERTIFICATION
Republic of the Philippines ... (1) Article 900 relied upon by plaintiff is not applicable
SUPREME COURT because the properties which were disposed of by way of
Manila donation one year before the death of Epifanio Tupas were
no longer part of his hereditary estate at the time of his death on
G.R. No. L-65800 October 3, 1986 August 20, 1978; (2) the donation properties were Epifanio's
capital or separate estate; and (3) Tupas Foundation, Inc.
PARTENZA LUCERNA VDA. DE TUPAS, petitioner-appellant,  being a stranger and not a compulsory heir, the
vs. donation inter vivos made in its favor was not subject to
BRANCH XLIII of the HON. REGIONAL TRIAL COURT OF NEGROS collation under Art. 106 1, C.C.2
OCCIDENTAL, respondent, and TUPAS FOUNDATION, INC.,
private respondent-appellee. The Trial Court is in error on all counts and must be reversed.

NARVASA, J.: A person's prerogative to make donations is subject to certain limitations,


one of which is that he cannot give by donation more than he can give by
Involved in this appeal is the question of whether or not a donation inter will (Art. 752, Civil Code). 3 If he does, so much of what is donated as
vivos by a donor now deceased is inofficious and should be reduced at the exceeds what he can give by will is deemed inofficious and the donation is
instance of the donor's widow. reducible to the extent of such excess, though without prejudice to its taking
effect in the donor's lifetime or the donee's appropriating the fruits of the
thing donated (Art. 771, Civil Code). Such a donation is, moreover,
Epifanio R. Tupas died on August 20, 1978 in Bacolod City, childless, leaving
collationable that is, its value is imputable into the hereditary estate of the
his widow, Partenza Lucerna, as his only surviving compulsory heir. He also
donor at the tune of his death for the purpose of determining the legitime of
left a win dated May 18, 1976, which was admitted to probate on September
the forced or compulsory heirs and the freely disposable portion of the
30, 1980 in Special Proceedings No. 13994 of the Court of First Instance of
estate. This is true as well of donations to strangers as of gifts to compulsory
Negros Occidental. Among the assets listed in his will were lots Nos. 837, 838
heirs, although the language of Article 1061 of the Civil Code would seem to
and 839 of the Sagay Cadastre, admittedly his private capital. However, at
limit collation to the latter class of donations. And this has been held to be a
the time of his death, these lots were no longer owned by him, he having
long-established rule in Liguez vs. Honorable Court of Appeals, et al.,  4 where
donated them the year before (on August 2, 1977) to the Tupas Foundation,
this Court said:
Inc., which had thereafter obtained title to said lots.

... Hence, the forced heirs are entitled to have the donation
Claiming that said donation had left her practically destitute of any
set aside in so far as inofficious: i.e., in excess of the portion of
inheritance, Tupas' widow brought suit against Tupas Foundation, Inc. in the
free disposal (Civil Code of 1889, Articles 636, 645),
same Court of First Instance of Negros Occidental (docketed as Civil Case
computed as provided in Articles 818 and 819, and bearing
No. 16089) to have the donation declared inofficious insofar as it prejudiced
in mind that collationable gifts' under Article 818 should
her legitime, therefore reducible " ... by one-half or such proportion as ...
include gifts made not only in favor of the forced heirs, but
(might be deemed) justified ... and " ... the resulting deduction ... " restored
even those made in favor of strangers, as decided by the
and conveyed or delivered to her. The complaint also prayed for attorney's
Supreme Court of Spain in its decision of 4 May 1899 and 16
fees and such other relief as might be proper.
June 1902. So that in computing the legitimes, the value of
the property donated to herein appellant, Conchita Liguez,
The Trial Court did not see things her way. Upon the facts above stated, on should be considered part of the donor's estate. Once again,
which the parties stipulated, 1 said Court dismissed the complaint for lack of only the court of origin has the requisite data to determine
merit, rejecting her claim on several grounds, viz.: whether the donation is inofficious or not. 5
The fact, therefore, that the donated property no longer actually formed part of said excess. In this case, if any excess be shown, it shall be returned or
of the estate of the donor at the time of his death cannot be asserted to reverted to the petitioner-appellant as the sole compulsory heir of the
prevent its being brought to collation. Indeed, it is an obvious proposition deceased Epifanio R. Tupas.
that collation contemplates and particularly applies to gifts inter vivos.  6 The
further fact that the lots donated were admittedly capital or separate For obvious reasons, this determination cannot now be made, as it requires
property of the donor is of no moment, because a claim of inofficiousness appreciation of data not before this Court and may necessitate the
does not assert that the donor gave what was not his, but that he gave more production of evidence in the Court a quo.
than what was within his power to give.
WHEREFORE, the appealed decision is reversed and petitioner-appellant
Since it is clear that the questioned donation is collationable and that, having Partenza Lucerna Vda. de Tupas is adjudged entitled to so much of the
been made to a stranger (to the donor) it is, by law 7 chargeable to the freely donated property in question, as may be found in excess of the freely
disposable portion of the donor's estate, to be reduced insofar as inofficious, disposable portion of the estate of Epifanio B. Tupas, determined in the
i.e., it exceeds said portion and thus impairs the legitime of the compulsory manner above-indicated. Let the case be remanded to the Trial Court for
heirs, in order to find out whether it is inofficious or not, recourse must be further appropriate proceedings in accordance with this decision.
had to the rules established by the Civil Code for the determination of the
legitime and, by extension, of the disposable portion. These rules are set SO ORDERED.
forth in Articles 908, 909 and 910 of the Code, on the basis of which the
following step-by-step procedure has been correctly outlined:
Yap (Chairman), Melencio-Herrera, Cruz and Feliciano, JJ., concur.

(1) determination of the value of the property which


remains at the time of the testator's death;

(2) determination of the obligations, debts, and charges


which have to be paid out or deducted from the value of
the property thus left;

(3) the determination of the difference between the assets


and the liabilities, giving rise to the hereditary estate;

(4) the addition to the net value thus found, of the value, at
the time they were made, of donations subject to collation;
and

(5) the determination of the amount of the legitimes by


getting from the total thus found the portion that the law
provides as the legitime of each respective compulsory
heir.8

Deducting the legitimes from the net value of the hereditary estate leaves the
freely disposable portion by which the donation in question here must be
measured. If the value of the donation at the time it was made does not
exceed that difference, then it must be allowed to stand. But if it does, the
donation is inofficious as to the excess and must be reduced by the amount
Republic of the Philippines On 31 July 1941, Cipriano Lagua, executed a deed of sale of the same two
SUPREME COURT parcels of land in favor of his younger son, Gervasio. This sale
Manila notwithstanding, Bonifacia Mateo was continuously given the owner's share
of the harvest until 1956, when it was altogether stopped. It was only then
EN BANC that Bonifacia Mateo learned of the sale of the lots to her brother-in-law, who
had the sale in his favor registered only on 22 September 1955. As a
G.R. No. L-26270            October 30, 1969 consequence, TCT Nos. 19152 and 19153 of the Register of Deeds of
Pangasinan were issued to Gervasio.
BONIFACIA MATEO, ET AL., petitioners, 
vs. Bonifacia Mateo and her daughter, Anatalia, assisted by her husband, Luis
GERVASIO LAGUA, ET AL., respondents. Alcantara, went to the Court of First Instance of Pangasinan (Civil Case No.
T-339), seeking annulment of the deed of sale in favor of Gervasio Lagua and
for recovery of possession of the properties. On 3 January 1957, judgment
REYES, J.B.L., J.:
was rendered in the case —
This is a petition for review of the decision of the Court of Appeals (In CA-
... declaring the sale executed by Cipriano Lagua in favor of the other
G.R. Nos. 30064-R and 30065-R), raising as only issue the correctness of the
defendants, Gervasio Lagua and Sotera Casimero, as null and void
appellate court's reduction of a donation propter nuptias, for being
and non-existent; ordering the Register of Deeds for the Province of
inofficious.
Pangasinan, to cancel Transfer Certificates of Title Nos. 19152 and
19153; condemning the defendants to pay jointly and severally to the
The established facts of this case are as follows: plaintiffs the sum of P200.00; ordering the defendants Gervasio
Lagua and Sotera Lagua to vacate and deliver the possession over
Cipriano Lagua was the original registered owner of 3 parcels of land the two parcels of land to the plaintiffs, and to pay the costs of this
situated in Asingan, Pangasinan, referred to as Lot No. 998, with an area of suit.
11,080 sq.m., more or less and covered by O.C.T. No. 362; Lot No. 6541, with
an area of 808 sq.m., more or less, covered by O.C.T. No. 6618; and Lot No. The decision became final, and Bonifacia Mateo, and her daughter, Anatalia
5106, with an area of 3,303 sq.m., covered by O.C.T. No. 8137. Sometime in Lagua, were installed in possession of the land.
1917, Lagua and his wife Alejandra Dumlao, in a public instrument, donated
Lots 998 and 6541 to their son Alejandro Lagua, in consideration of the
On 18 August 1957, the spouses Gervasio Lagua and Sotera Casimero
latter's marriage to Bonifacia Mateo. The marriage was celebrated on 15 May
commenced in the Justice of the Peace Court of Asingan, Pangasinan, an
1917, and thereafter, the couple took possession of the properties, but the
action against Bonifacia Mateo and her daughter for reimbursement of the
Certificates of Title remained in the donor's name.
improvements allegedly made by them on Lots 998 and 6541, plus damages.
Dismissed by the Justice of the Peace Court for being barred by the judgment
In 1923, the son, Alejandro, died. His widow, Bonifacia Mateo, and her infant in Civil Case No. T-339, therein plaintiffs appealed to the Court of First
daughter lived with her father-in-law, Cipriano Lagua, who then undertook Instance of Pangasinan where the case was docketed as Civil Case No. T-433.
the farming of the donated lots. It seems that at the start, Cipriano Lagua was At about the same time, another case was filed, this time by Gervasio Lagua
giving to Bonifacia the owner's share of the harvest from the land. In 1926, and Cipriano Lagua, for annulment of the donation of the two lots, insofar as
however, Cipriano refused to deliver the said share, thus prompting one-half portion thereof was concerned (civil Case No. T-442). It was their
Bonifacia to resort to the Justice of the Peace Court of Asingan, Pangasinan, claim that in donating the two lots, which allegedly were all that plaintiff
from where she obtained a judgment awarding to her possession of the two Cipriano Lagua owned, said plaintiff not only neglected leaving something
lots plus damages. for his own support but also prejudiced the legitime of his forced heir,
plaintiff Gervasio Lagua.
Being intimately related, the two cases were heard jointly. On November 12, Appeals to be "beyond the realm of judicial inquiry." In reality, the only
1958, while the cases were pending final resolution, plaintiff Cipriano Lagua question this case presents is whether or not the Court of Appeals acted
died. On 23 December 1960, the court rendered a single decision dismissing correctly in ordering the reduction of the donation for being inofficious and
Civil Case No. T-433 for lack of cause of action, plaintiffs spouses Gervasio in ordering herein petitioners to reconvey to respondent Gervasio Lagua an
Lagua and Sotera Casimero having been declared possessors in bad faith in unidentified 494.75 square-meter portion of the donated lots.
Civil Case No. T-339 and, therefore, not entitled to any reimbursement of the
expenses and improvements put up by them on the land. The other suit, We are in accord with the Court of Appeals that Civil Case No. 442 is not one
Civil Case No. T-442, was, likewise, dismissed on the ground of prescription, exclusively for annulment or revocation of the entire donation, but of merely
the action to annul the donation having been brought only in 1958, or after that portion thereof allegedly trenching on the legitime of respondent
the lapse of 41 years. Defendants' counterclaims were similarly dismissed Gervasio Lagua;1 that the cause of action to enforce Gervasio's legitime,
although they were awarded attorneys' fees in the sum of P150.00. having accrued only upon the death of his father on 12 November 1958, the
dispute has to be governed by the pertinent provisions of the new Civil
Plaintiffs appealed the decision to the Court of Appeals (CA-G.R. Nos. 30064 Code; and that a donation proper nuptias property may be reduced for being
and 30065-R). Said tribunal, on 18 March 1966, affirmed the ruling of the trial inofficious. Contrary to the views of appellants (petitioners),
court in Civil Case No. T-433 denying plaintiffs' claim for reimbursement of donations proper nuptias (by reason of marriage) are without onerous
the improvements said to have been made on the land. In regard to the consideration, the marriage being merely the occasion or motive for the
annulment case (C.F.I. No. T-442), however, the Court of Appeals held that donation, not its causa. Being liberalities, they remain subject to reduction for
the donation to Alejandro Lagua of the 2 lots with a combined area of 11,888 inofficiousness upon the donor's death, if they should infringe the legitime of
square meters execeeded by 494.75 square meters his (Alejandro's) legitime a forced heir.2
and the disposable portion that Cipriano Lagua could have freely given by
will, and, to the same extent prejudiced the legitime of Cipriano's other heir, It is to be noted, however, that in rendering the judgment under review, the
Gervasio Lagua. The donation was thus declared inofficious, and Court of Appeals acted on several unsupported assumptions: that the three
defendants-appellees were ordered to reconvey to plaintiff Gervasio Lagua a (3) lots mentioned in the decision (Nos. 998, 5106 and 6541) were
portion of 494.15 square meters to be taken from any convenient part of the the only properties composing the net hereditary estate of the deceased
lots. The award of attorneys' fees to the defendants was also eliminated for Cipriano Lagua; that Alejandro Lagua and Gervasio Lagua were his only
lack of proper basis. legal heirs; that the deceased left no unpaid debts, charges, taxes, etc., for
which the estate would be answerable.3 In the computation of the heirs'
Bonifacia Mateo, et al., then resorted to this Court, assailing the decision of legitime, the Court of Appeals also considered only the area, not the value, of
the Court of Appeals insofar as it ordered them to reconvey a portion of the the properties.
lots to herein respondent Gervasio Lagua. It is petitioners' contention that (1)
the validity of the donation proper nuptias having been finally determined in The infirmity in the above course of action lies in the fact that in its Article
Civil Case No. T-339, any question in derogation of said validity is already 908 the new Civil Code specifically provides as follows:
barred; (2) that the action to annul the donation, filed in 1958, or 41 years
after its execution, is abated by prescription; (3) that a donation proper ART. 908. To determine the legitime, the value of the property left at
nuptias is revocable only for any of the grounds enumerated in Article 132 of the death of the testator shall be considered, deducting all debts, and
the new Civil Code, and inofficiousness is not one of thorn; and (4) that in charges, which shall not include those imposed in the will.
determining the legitime of the Lagua brothers in the hereditary estate of
Cipriano Lagua, the Court of Appeals should have applied the provisions of
To the net value of the hereditary estate, shall be added the value of
the Civil Code of 1889, and not Article 888 of the new Civil Code.
all donations by the testator that are subject to collation, at the time
he made them.
Petitioners' first two assigned errors, it may be stated, are non-contentious
issues that have no bearing in the actual controversy in this case. All of them
In other words, before any conclusion about the legal share due to a
refer to the validity of the donation — a matter which was definitively settled
compulsory heir may be reached, it is necessary that certain steps be taken
in Civil Case No. T-339 and which, precisely, was declared by the Court of
first. The net estate of the decedent must be ascertained, by deducting an
payable obligations and charges from the value of the property owned by the
deceased at the time of his death; then, all donations subject to collation
would be added to it. With the partible estate thus determined, the legitimes
of the compulsory heir or heirs can be established; and only thereafter can it
be ascertained whether or not a donation had prejudiced the legitimes.
Certainly, in order that a donation may be reduced for being inofficious,
there must be proof that the value of the donated property exceeds that of
the disposable free portion plus the donee's share as legitime in the
properties of the donor.4 In the present case, it can hardly be said that, with
the evidence then before the court, it was in any position to rule on the
inofficiousness of the donation involved here, and to order its reduction and
reconveyance of the deducted portion to the respondents.

FOR THE FOREGOING CONSIDERATIONS, the decision of the Court of


Appeals, insofar as Civil Case No. 442 of the court a quo is concerned, is
hereby set aside and the trial court's order of dismissal sustained, without
prejudice to the parties' litigating the issue of inofficiousness in a proper
proceeding, giving due notice to all persons interested in the estate of the late
Cipriano Lagua. Without costs.

Concepcion, C.J., Dizon, Makalintal, Zaldivar, Sanchez, Castro, Fernando,


Teehankee and Barredo, JJ., concur.
SECOND DIVISION Under the agreement, Graciano received 8/14 share while each of the six
children received 1/14 share of the said property. Accordingly, TCT No.
G.R. No. 133000           October 2, 2001 11889 was cancelled, and in lieu thereof, TCT No. 35980 was issued in the
name of Graciano and the Six children.1âwphi1.nêt
PATRICIA NATCHER, petitioner, 
vs. Further, on 09 February 1954, said heirs executed and forged an "Agreement
HON. COURT OFAPPEALS AND THE HEIR OF GRACIANO DEL of Consolidation-Subdivision of Real Property with Waiver of Rights" where
ROSARIO – LETICIA DEL ROSARIO, EMILIA DEL RESORIO – they subdivided among themselves the parcel of land covered by TCT No.
MANANGAN, ROSALINDA FUENTES LLANA, RODOLFO FUENTES, 35980 into several lots. Graciano then donated to his children, share and
ALBERTO FUENTES, EVELYN DEL ROSARIO, and EDUARDO DEL share alike, a portion of his interest in the land amounting to 4,849.38 square
ROSARIO, respondent. meters leaving only 447.60 square meters registered under Graciano's name,
as covered by TCT No. 35988. Subsequently, the land subject of TCT No.
BUENA, J.: 35988 was further subdivided into two separate lots where the first lot with a
land area of 80.90 square meter was registered under TCT No. 107442 and
the second lot with a land area of 396.70 square meters was registered under
May a Regional Trial Court, acting as a court of general jurisdiction in an
TCT No. 107443. Eventually, Graciano sold the first lot2 to a third person but
action for reconveyance annulment of title with damages, adjudicate matters
retained ownership over the second lot.3
relating to the settlement of the estate of a deceased person particularly on
questions as to advancement of property made by the decedent to any of the
heirs? On 20 March 1980, Graciano married herein petitioner Patricia Natcher.
During their marriage, Graciano sold the land covered by TCT No. 107443 to
his wife Patricia as a result of which TCT No. 1860594 was issued in the
Sought to be reversed in this petition for review on certiorari under Rule 45 is
latter's name. On 07 October 1985,Graciano died leaving his second wife
the decision1 of public respondent Court of Appeals, the decretal portion of
Patricia and his six children by his first marriage, as heirs.
which declares:

In a complaint5 filed in Civil Case No. 71075 before the Regional Trial Court
"Wherefore in view of the foregoing considerations, judgment
of Manila, Branch 55, herein private respondents alleged that upon
appealed from is reversed and set aside and another one entered
Graciano's death, petitioner Natcher, through the employment of fraud,
annulling the Deed of Sale executed by Graciano Del Rosario in
misrepresentation and forgery, acquired TCT No. 107443, by making it
favor of defendant-appellee Patricia Natcher, and ordering the
appear that Graciano executed a Deed of Sale dated 25 June 19876 in favor
Register of Deeds to Cancel TCT No. 186059 and reinstate TCT No.
herein petitioner resulting in the cancellation of TCT No. 107443 and the
107443 without prejudice to the filing of a special proceeding for the
issuance of TCT no. 186059 in the name of Patricia Natcher. Similarly, herein
settlement of the estate of Graciano Del Rosario in a proper court. No
private respondents alleged in said complaint that as a consequence of such
costs.
fraudulent sale, their legitimes have been impaired.
"So ordered."
In her answer7 dated 19 August 1994, herein petitioner Natcher averred that
she was legally married to Graciano in 20 March 1980 and thus, under the
Spouses Graciano del Rosario and Graciana Esguerra were registered owners law, she was likewise considered a compulsory heir of the latter. Petitioner
of a parcel of land with an area of 9,322 square meters located in Manila and further alleged that during Graciano's lifetime, Graciano already distributed,
covered by Transfer Certificate of Title No. 11889. Upon the death of in advance, properties to his children, hence, herein private respondents may
Graciana in 1951, Graciano, together with his six children, namely: Bayani, not anymore claim against Graciano's estate or against herein petitioner's
Ricardo, Rafael, Leticia, Emiliana and Nieves, entered into an extrajudicial property.
settlement of Graciana's estate on 09 February 1954 adjudicating and
dividing among themselves the real property subject of TCT No. 11889.
After trial, the Regional Trial Court of Manila, Branch 55, rendered a decision "XXX a) A civil action is one by which a party sues another for the
dated 26 January 1996 holding:8 enforcement or protection of a right, or the prevention or redress of a
wrong.
"1) The deed of sale executed by the late Graciano del Rosario in
favor of Patricia Natcher is prohibited by law and thus a complete "A civil action may either be ordinary or special. Both are
nullity. There being no evidence that a separation of property was government by the rules for ordinary civil actions, subject to specific
agreed upon in the marriage settlements or that there has been rules prescribed for a special civil action.
decreed a judicial separation of property between them, the spouses
are prohibited from entering (into) a contract of sale; "XXX

"2) The deed as sale cannot be likewise regarded as a valid donation "c) A special proceeding is a remedy by which a party seeks to
as it was equally prohibited by law under Article 133 of the New establish a status, a right or a particular fact."
Civil Code;
As could be gleaned from the foregoing, there lies a marked distinction
"3) Although the deed of sale cannot be regarded as such or as a between an action and a special proceeding. An action is a formal demand of
donation, it may however be regarded as an extension of advance one's right in a court of justice in the manner prescribed by the court or by
inheritance of Patricia Natcher being a compulsory heir of the the law. It is the method of applying legal remedies according to definite
deceased." established rules. The term "special proceeding" may be defined as an
application or proceeding to establish the status or right of a party, or a
On appeal, the Court of Appeals reversed and set aside the lower court's particular fact. Usually, in special proceedings, no formal pleadings are
decision ratiocinating, inter alia: required unless the statute expressly so provides. In special proceedings, the
remedy is granted generally upon an application or motion."9
"It is the probate court that has exclusive jurisdiction to make a just
and legal distribution of the estate. The court a quo, trying an Citing American Jurisprudence, a noted authority in Remedial Law
ordinary action for reconveyance / annulment of title, went beyond expounds further:
its jurisdiction when it performed the acts proper only in a special
proceeding for the settlement of estate of a deceased person. XXX "It may accordingly be stated generally that actions include those
proceedings which are instituted and prosecuted according to the
"X X X Thus the court a quo erred in regarding the subject property ordinary rules and provisions relating to actions at law or suits in
as advance inheritance. What the court should have done was equity, and that special proceedings include those proceedings
merely to rule on the validity of (the) sale and leave the issue on which are not ordinary in this sense, but is instituted and prosecuted
advancement to be resolved in a separate proceeding instituted for according to some special mode as in the case of proceedings
that purpose. XXX" commenced without summons and prosecuted without regular
pleadings, which are characteristics of ordinary actions. XXX A
Aggrieved, herein petitioner seeks refuge under our protective mantle special proceeding must therefore be in the nature of a distinct and
through the expediency of Rule 45 of the Rules of Court and assails the independent proceeding for particular relief, such as may be
appellate court's decision "for being contrary to law and the facts of the case." instituted independently of a pending action, by petition or motion
upon notice."10
We concur with the Court of Appeals and find no merit in the instant
petition. Applying these principles, an action for reconveyance and annulment of title
with damages is a civil action, whereas matters relating to settlement of the
Section 3, Rule 1 of the 1997 Rules of Civil Procedure defines civil action and estate of a deceased person such as advancement of property made by the
special proceedings, in this wise: decedent, partake of the nature of a special proceeding, which concomitantly
requires the application of specific rules as provided for in the Rules of a particular matter should be resolved by the Regional Trial Court (then
Court. Court of First Instance) in the exercise of its general jurisdiction or its limited
probate jurisdiction is not a jurisdictional issue but a mere question of
Clearly, matters which involve settlement and distribution of the estate of the procedure. In essence, it is procedural question involving a mode of practice
decedent fall within the exclusive province of the probate court in the "which may be waived".15
exercise of its limited jurisdiction.
Notwithstanding, we do not see any waiver on the part of herein private
Thus, under Section 2, Rule 90 of the Rules of Court, questions as to respondents inasmuch as the six children of the decedent even assailed the
advancement made or alleged to have been made by the deceased to any heir authority of the trail court, acting in its general jurisdiction, to rule on this
may be heard and determined by the court having jurisdiction of the estate specific issue of advancement made by the decedent to petitioner.
proceedings; and the final order of the court thereon shall be binding on the
person raising the questions and on the heir. Analogously, in a train of decisions, this Court has consistently enunciated
the long standing principle that although generally, a probate court may not
While it may be true that the Rules used the word "may", it is nevertheless decide a question of title or ownership, yet if the interested parties are all
clear that the same provision11contemplates a probate court when it speaks of heirs, or the question is one of collation or advancement, or the parties
the "court having jurisdiction of the estate proceedings". consent to the assumption of jurisdiction by the probate court and the rights
of third parties are not impaired, then the probate court is competent to
Corollarily, the Regional Trial Court in the instant case, acting in its general decide the question of ownership.16
jurisdiction, is devoid of authority to render an adjudication and resolve the
issue of advancement of the real property in favor of herein petitioner Similarly in Mendoza vs. Teh, we had occasion to hold:
Natcher, inasmuch as Civil Case No. 471075 for reconveyance and
annulment of title with damages is not, to our mind, the proper vehicle to "In the present suit, no settlement of estate is involved, but merely an
thresh out said question. Moreover, under the present circumstances, the allegation seeking appointment as estate administratrix which does
RTC of Manila, Branch 55 was not properly constituted as a probate court so not necessarily involve settlement of estate that would have invited
as to validly pass upon the question of advancement made by the decedent the exercise of the limited jurisdiction of a probate
Graciano Del Rosario to his wife, herein petitioner Natcher. court.17 (emphasis supplied)

At this point, the appellate court's disquisition is elucidating: Of equal importance is that before any conclusion about the legal share due
to a compulsory heir may be reached, it is necessary that certain steps be
"Before a court can make a partition and distribution of the estate of taken first.18 The net estate of the decedent must be ascertained, by deducting
a deceased, it must first settle the estate in a special proceeding all payable obligations and charges from the value of the property owned by
instituted for the purpose. In the case at hand, the court a quo the deceased at the time of his death; then, all donations subject to collation
determined the respective legitimes of the plaintiffs-appellants and would be added to it. With the partible estate thus determined, the legitime
assigned the subject property owned by the estate of the deceased to of the compulsory heir or heirs can be established; and only thereafter can it
defendant-appellee without observing the proper proceedings be ascertained whether or not a donation had prejudiced the legitimes. 19
provided (for) by the Rules of Court. From the aforecited
discussions, it is clear that trial courts trying an ordinary action A perusal of the records, specifically the antecedents and proceedings in the
cannot resolve to perform acts pertaining to a special proceeding present case, reveals that the trial court failed to observe established rules of
because it is subject to specific prescribed rules. Thus, the court a quo procedure governing the settlement of the estate of Graciano Del Rosario.
erred in regarding the subject property as an advance inheritance."12 This Court sees no cogent reason to sanction the non-observance of these
well-entrenched rules and hereby holds that under the prevailing
In resolving the case at bench, this Court is not unaware of our circumstances, a probate court, in the exercise of its limited jurisdiction, is
pronouncement in Coca vs. Borromeo13 and Mendoza vs. Teh14 that whether indeed the best forum to ventilate and adjudge the issue of advancement as
well as other related matters involving the settlement of Graciano Del
Rosario's estate.1âwphi1.nêt

WHEREFORE, premises considered, the assailed decision of the Court of


Appeals is hereby AFFIRMED and the instant petition is DISMISSED for
lack of merit.

SO ORDERED.

Bellosillo, Mendoza, Quisumbing, De Leon, Jr., Davide, Jr., JJ., concur.


Republic of the Philippines Article 1062. Collation shall not take place among
SUPREME COURT compulsory heirs if the donor should have so expressly
Manila provided, or if the donor should repudiate the inheritance,
unless the donation should be reduced as inofficious.
FIRST DIVISION
The issue was resolved in favor of the petitioner by the trial
G.R. No. L-46903               July 23, 1987 court,* which held that the decedent, when she made the donation in
favor of Buhay, expressly prohibited collation. Moreover, the
BUHAY DE ROMA, petitioner,  donation did not impair the legitimes of the two adopted daughters
vs. as it could be accommodated in, and in fact was imputed to, the free
THE HONORABLE COURT OF APPEALS and FELICIDAD CARINGAL, portion of Candelaria's estate.3
as Guardian of Rosalinda de Roma,respondents.
On appeal, the order of the trial court was reversed, the respondent
CRUZ, J.: court** holding that the deed of donation contained no express
prohibition to collate as an exception to Article 1062. Accordingly, it
ordered collation and equally divided the net estate of the decedent,
Candelaria de Roma had two legally adopted daughters, Buhay de Roma
including the fruits of the donated property, between Buhay and
and Rosalinda de Roma. She died intestate on April 30, 1971, and
Rosalinda.4
administration proceedings were instituted in the Court of First Instance of
Laguna by the private respondent as guardian of Rosalinda. Buhay was
appointed administratrix and in due time filed an inventory of the estate. The pertinent portions of the deed of donation are as follows:
This was opposed by Rosalinda on the ground that certain properties earlier
donated by Candelaria to Buhay, and the fruits thereof, had not been IKALAWA. Na alang-alang sa aking pagmamahal, pagtingin at
included.1 pagsisilbi sa akin ng aking anak na si BUHAY DE ROMA, kasal kay
Arabella Castaneda, may karampatang gulang, mamamayang
The properties in question consisted of seven parcels of coconut land worth Pilipino at naninirahan at may pahatirang-sulat din dito sa Lunsod
P10,297.50.2 There is no dispute regarding their evaluation; what the parties ng San Pablo sa pamamagitan ng kasulatang ito ay kusang-loob
cannot agree upon is whether these lands are subject to collation. The private kong ibinibigay, ipinagkakaloob at inililipat sa nabanggit na BUHAY
respondent rigorously argues that it is, conformably to Article 1061 of the DE ROMA, sa kanyang mga kahalili at tagapagmana, sa
Civil Code. Buhay, for her part, citing Article 1062, claims she has no pamamagitan ng pagbibigay na di na mababawing muli, ang lahat
obligation to collate because the decedent prohibited such collation and the ng mga lagay ng lupa na sinasabi sa itaas, sa ilalim ng kasunduan na
donation was not officious. ngayon pa ay siya na ang nagmamay-aring tunay ng mga lupang ito
at kanya nang maaring ipalipat ang mga hoja declaratoria ng mga
lupang ito sa kanyang pangalan, datapwa't samantalang ako ay
The two articles provide as follows:
nabubuhay, ay ako rin ang makikinabang sa mga mapuputi at
mamomosesion sa mga nasabing lupa;
Article 1061. Every compulsory heir, who succeeds with other
compulsory heirs, must bring into the mass of the estate any
IKATLO. Na pinagtibay ko na ako ay marami pang ibang mga pag-
property or right which he may have received from the decedent
aari sa sapat pang aking ikabuhay at sa pagbibigay kong ito ay hindi
during the lifetime of the latter, by way of donation, or any other
masisira ang legitimate ng mga tao na dapat magmana sa akin,
gratuitous title, in order that it may be computed in the
sapagkat ang mga lupang sinasabi sa itaas ay bahagui ng aking
determination of the legitime of each heir, and in the account of the
kabuhayan na ako ay may layang ipamigay kahit na kaninong tao na
partition.
kung tawagin ay Libre Disposicion. 5
We agree with the respondent court that there is nothing in the above WHEREFORE, the appealed decision is AFFIRMED in toto, with costs against
provisions expressly prohibiting the collation of the donated properties. As the petitioner. It is so ordered.
the said court correctly observed, the phrase "sa pamamagitan ng pagbibigay
na di na mababawing muli" merely described the donation as "irrevocable" Teehankee, C.J., Narvasa, Paras and Gancayco, JJ., concur.
and should not be construed as an express prohibition against collation.6 The
fact that a donation is irrevocable does not necessarily exempt the subject
thereof from the collation required under Article 1061.

We surmise from the use of such terms as "legitime" and "free portion" in the
deed of donation that it was prepared by a lawyer, and we may also presume
he understood the legal consequences of the donation being made. It is
reasonable to suppose, given the precise language of the document, that he
would have included therein an express prohibition to collate if that had
been the donor's intention.

Anything less than such express prohibition will not suffice under the clear
language of Article 1062.1awphil The suggestion that there was
an implied prohibition because the properties donated were imputable to the
free portion of the decedent's estate merits little consideration. Imputation is
not the question here, nor is it claimed that the disputed donation is officious
The sole issue is whether or not there was an express prohibition to collate,
and we see none.

The intention to exempt from collation should be expressed plainly and


unequivocally as an exception to the general rule announced in Article 1062.
Absent such a clear indication of that intention, we apply not the exception
but the rule, which is categorical enough.

There is no need to dwell long on the other error assigned by the petitioner
regarding the decision of the appealed case by the respondent court beyond
the 12-month period prescribed by Article X, Section 11 (1) of the 1973
Constitution. As we held in Marcelino v. Cruz,7 the said provision was merely
directory and failure to decide on time would not deprive the corresponding
courts of jurisdiction or render their decisions invalid.

It is worth stressing that the aforementioned provision has now been


reworded in Article VIII, Section 15, of the 1987 Constitution, which also
impresses upon the courts of justice, indeed with greater urgency, the need
for the speedy disposition of the cases that have been clogging their dockets
these many years. Serious studies and efforts are now being taken by the
Court to meet that need.
Republic of the Philippines ahead of her daughters.4 Accordingly, Carmela, Jennifer and herein
SUPREME COURT petitioner succeeded Estrellita and, with the subsequent death of Carmela
Manila and Jennifer, petitioner was left as the sole heir of his daughters.
Nevertheless, petitioner entered into an "Extra-Judicial Settlement of the
THIRD DIVISION Estate of Deceased Estrellita Nicolas-Vizconde With Waiver of Shares", 5 with
Rafael and Salud, Estrellita's parents. The extra-judicial settlement provided
G.R. No. 118449 February 11, 1998 for the division of the properties of Estrellita and her two daughters between
petitioner and spouses Rafael and Salud. The properties include bank
deposits, a car and the Parañaque property. The total value of the deposits
LAURO G. VIZCONDE, petitioner, 
deducting the funeral and other related expenses in the burial of Estrellita,
vs.
Carmela and Jennifer, amounts to Three Million Pesos (P3,000,000.00).6 The
COURT OF APPEALS, REGIONAL TRIAL COURT, Branch 120, Caloocan
settlement gave fifty percent (50%) of the total amount of the bank deposits
City, and RAMON G. NICOLAS, respondents.
of Estrellita and her daughters to Rafael, except Savings Account No. 104-
111211-0 under the name of Jennifer which involves a token amount. The
FRANCISCO, J.: other fifty percent (50%) was allotted to petitioner. The Parañaque property
and the car and were also given to petitioner with Rafael and Salud waiving
Petitioner Lauro G. Vizconde and his wife Estrellita Nicolas-Vizconde had all their "claims, rights, ownership and participation as heirs" 7 in the said
two children, viz., Carmela and Jennifer. Petitioner's wife, Estrellita, is one of properties.
the five siblings of spouses Rafael Nicolas and Salud Gonzales-Nicolas. The
other children of Rafael and Salud On November 18, 1992, Rafael died. To settle Rafael's estate, Teresita
are Antonio Nicolas; Ramon Nicolas; Teresita Nicolas de Leon, instituted an intestate estate proceeding8 docketed as Sp. Proc. No. C-1679,
and RicardoNicolas, an incompetent. Antonio predeceased his parents and is with Branch 120 of the Regional Trial Court (RTC) of Caloocan City listing as
now survived by his widow, Zenaida, and their four children. heirs Salud, Ramon, Ricardo, and the wife (Zenaida) and children of
Antonio. Teresita prayed to be appointed Special Administratrix of Rafael's
On May 22, 1979, Estrellita purchased from Rafael a parcel of land with an estate. Additionally, she sought to be appointed as guardian ad litem of
area of 10,110 sq. m. located at Valenzuela, Bulacan (hereafter Valenzuela Salud, now senile, and Ricardo, her incompetent brother Herein private
property) covered by TCT No. (T-36734) 13206 for One Hundred Thirty Five respondent Ramon filed an opposition9 dated March 24, 1993, praying to be
Thousand Pesos (P135,000.00), evidenced by a "Lubusang Bilihan ng Bahagi ng appointed instead as Salud and Ricardo's guardian. Barely three weeks
Lupa na Nasasakupan ng Titulo TCT No. T-36734".1 In view thereof, TCT No. V- passed, Ramon filed another opposition 10 alleging, among others, that
554 covering the Valenzuela property was issued to Estrellita. 2 On March 30, Estrellita was given the Valenzuela property by Rafael which she sold for not
1990, Estrellita sold the Valenzuela property to Amelia Lim and Maria less than Six Million Pesos (P6,000,000.00) before her gruesome murder.
Natividad Balictar Chiu for Three Million, Four Hundred Five Thousand, Six Ramon pleaded for the court's intervention "to determine the legality and
Hundred Twelve Pesos (P3,405,612.00).3 In June of the same year, Estrellita validity of the intervivos distribution made by deceased Rafael to his
bought from Premier Homes, Inc., a parcel of land with improvements children," 11Estrellita included. On May 12, 1993, Ramon filed his own
situated at Vinzon St., BF Homes, Parañaque (hereafter Parañaque property) petition, docketed as Sp. Proc. No. C-1699, entitled "In The Matter Of The
using a portion of the proceeds of sale of the Valenzuela property. The Guardianship Of Salud G. Nicolas and Ricardo G. Nicolas" and averred that
remaining amount of the proceeds was used in buying a car while the their legitime should come from the collation of all the properties distributed
balance was deposited in a bank. to his children by Rafael during his lifetime. 12 Ramon stated that herein
petitioner is one of Rafael's children "by right of representation as the
The following year an unfortunate event in petitioner's life occurred. widower of deceased legitimate daughter of Estrellita." 13
Estrellita and her two daughters, Carmela and Jennifer, were killed on June
30, 1991, an incident popularly known as the "Vizconde Massacre". The In a consolidated Order, dated November 9, 1993, the RTC appointed Ramon
findings of the investigation conducted by the NBI reveal that Estrellita died as the guardian of Salud and Ricardo while Teresita, in turn, was appointed
as the Special Administratrix of Rafael's estate. The court's Order did not Nicolas. And, Lauro Vizconde left for the United States in, de-
include petitioner in the slate of Rafael's heirs. 14 Neither was the Parañaque facto separation, from the family for sometime and returned to the
property listed in its list of properties to be included in the Philippines only after the occurrence of violent deaths of Estrellita
estate. 15 Subsequently, the RTC in an Order dated January 5, 1994, removed and her two daughters.
Ramon as Salud and Ricardo's guardian for Selling his ward's property
without the court's knowledge and permission. 16 To dispute the contention that the spouses Vizconde were
financially incapable to buy the property from the late Rafael
Sometime on January 13, 1994, the RTC released an Order giving petitioner Nicolas, Lauro Vizconde claims that they have been engaged in
"ten (10) days . . . within which to file any appropriate petition or motion business venture such as taxi business, canteen concessions and
related to the pending petition insofar as the case is concerned and to file any garment manufacturing.However, no competent evidence has been
opposition to any pending motion that has been filed by both the counsels submitted to indubitably support the business undertakings
for Ramon Nicolas and Teresita de Leon." In response, petitioner filed a adverted to.
Manifestation, dated January 19, 1994, stressing that he was neither a
compulsory heir nor an intestate heir of Rafael and he has no interest to In fine, there is no sufficient evidence to show that the acquisition
participate in the proceedings. The RTC noted said Manifestation in its Order of the property from Rafael Nicolas was for a valuable
dated February 2, 1994. 17Despite the Manifestation, Ramon, through a consideration.
motion dated February 14, 1994, moved to include petitioner in the intestate
estate proceeding and asked that the Parañaque property, as well as the car Accordingly, the transfer of the property at Valenzuela in favor of
and the balance of the proceeds of the sale of the Valenzuela property, be Estrellita by her father was gratuitous and the subject property in
collated. 18 Acting on Ramon's motion, the trial court on March 10, 1994 Parañaque which was purchased out of the proceeds of the said
granted the same in an Order which pertinently reads as follows: transfer of the property by the deceased Rafael Nicolas in favor of
Estrellita, is subject to collation.
x x x           x x x          x x x
WHEREFORE, the motion for reconsideration is hereby
On the Motion To Include Lauro G. Vizconde In Intestate DENIED. 21 (Emphasis added)
proceedings in instant case and considering the comment on
his Manifestation, the same is hereby granted.19 Petitioner filed a petition for certiorari and prohibition with
respondent Court of Appeals. In its decision of December 14, 1994,
x x x           x x x          x x x respondent Court of Appeals 22 denied the petition stressing that the
RTC correctly adjudicated the question on the title of the Valenzuela
Petitioner filed its motion for reconsideration of the aforesaid Order which property as "the jurisdiction of the probate court extends to matters
Ramon opposed. 20 On August 12, 1994, the RTC rendered an Order denying incidental and collateral to the exercise of its recognized powers in
petitioner's motion for reconsideration. It provides: handling the settlement of the estate of the deceased (Cf.: Sec. 1, Rule
90, Revised Rules of Court)." 23 Dissatisfied, petitioner filed the
x x x           x x x          x x x instant petition for review on certiorari. Finding prima faciemerit, the
Court on December 4, 1995, gave due course to the petition and
The centerpoint of oppositor-applicant's argument is that spouses required the parties to submit their respective memoranda.
Vizconde were then financially incapable of having purchased or
acquired for a valuable consideration the property at Valenzuela The core issue hinges on the validity of the probate court's Order, which
from the deceased Rafael Nicolas. Admittedly, the spouses respondent Court of Appeals sustained, nullifying the transfer of the
Vizconde were then living with the deceased Rafael Nicolas in the Valenzuela property from Rafael to Estrellita and declaring the Parañaque
latter's ancestral home. In fact, as the argument further goes, said property as subject to collation.
spouses were dependent for support on the deceased Rafael
The appeal is well taken. (1) Legitimate children and descendants, with respect to
their legitimate parents and ascendants;
Basic principles of collation need to be emphasized at the outset. Article 1061
of the Civil Code speaks of collation. It states: (2) In default of the following, legitimate parents and
ascendants, with respect to their legitimate children and
Art. 1061. Every compulsory heir, who succeeds with other ascendants;
compulsory heirs, must bring into the mass of the estate any
property or right which he may have received from the (3) The widow or widower;
decedent, during the lifetime of the latter, by way of
donation, or any other gratuitous title, in order that it may (4) Acknowledged natural children, and natural children by
be computed in the determination of the legitime of each legal fiction;
heir, and in the account of the partition.
(5) Other illegitimate children referred to in article 287.
Collation is the act by virtue of which descendants or other forced heirs who
intervene in the division of the inheritance of an ascendant bring into the Compulsory heirs mentioned in Nos. 3, 4 and 5 are not
common mass, the property which they received from him, so that the excluded by those in Nos. 1 and 2; neither do they exclude
division may be made according to law and the will of the one another.
testator. 24 Collation is only required of compulsory heirs succeeding with
other compulsory heirs and involves property or rights received by donation
In all cases of illegitimate children, their filiation must be
or gratuitous title during the lifetime of the decedent. 25 The purpose is to
duly proved.
attain equality among the compulsory heirs in so far as possible for it is
presumed that the intention of the testator or predecessor in interest making
a donation or gratuitous transfer to a forced heir is to give him something in The father or mother of illegitimate children of the three
advance on account of his share in the estate, and that the predecessor's will classes mentioned, shall inherit from them in the manner
is to treat all his heirs equally, in the absence of any expression to the and to the extent established by this Code.
contrary. 26 Collation does not impose any lien on the property or the subject
matter of collationable donation. What is brought to collation is not the With respect to Rafael's estate, therefore, petitioner who was not
property donated itself, but rather the value of such property at the time it even shown to be a creditor of Rafael is considered a third person or
was donated, 27 the rationale being that the donation is a real alienation a stranger. 29 As such, petitioner may not be dragged into the
which conveys ownership upon its acceptance, hence any increase in value intestate estate proceeding. Neither may he be permitted or allowed
or any deterioration or loss thereof is for the account of the heir or donee. 28 to intervene as he has no personality or interest in the said
proceeding, 30 which petitioner correctly argued in his
The attendant facts herein do not make a case of collation. We find that the manifestation. 31
probate court, as well as respondent Court of Appeals, committed reversible
errors. Second: As a rule, the probate court may pass upon and determine the title or
ownership of a property which may or may not be included in the estate
First: The probate court erred in ordering the inclusion of petitioner in the proceedings. 32 Such determination is provisional in character and is subject
intestate estate proceeding. Petitioner, a son-in-law of Rafael, is not one of to final decision in a separate action to resolve title. 33 In the case at bench,
Rafael's compulsory heirs. Article 887 of the Civil Code is clear on this point: however, we note that the probate court went beyond the scope of its
jurisdiction when it proceeded to determine the validity of the sale of the
Valenzuela property between Rafael and Estrellita and ruled that the transfer
Art. 887. The following are compulsory heirs:
of the subject property between the concerned parties was gratuitous. The
interpretation of the deed and the true intent of the contracting parties, as
well as the presence or absence of consideration, are matters outside the
probate court's jurisdiction. These issues should be ventilated in an collation of the Parañaque property is improper for, to repeat, collation
appropriate action. We reiterate: covers only properties gratuitously given by the decedent during his lifetime
to his compulsory heirs which fact does not obtain anent the transfer of the
. . . we are of the opinion and so hold, that a court which Parañaque property. Moreover, Rafael, in a public instrument, voluntarily
takes cognizance of testate or intestate proceedings has and willfully waived any "claims, rights, ownership and participation as
power and jurisdiction to determine whether or not the heir" 38 in the Parañaque property.
properties included therein or excluded therefrom
belong prima facie to the deceased, although such a Fifth: Finally, it is futile for the probate court to ascertain whether or not the
determination is not final or ultimate in nature, and without Valenzuela property may be brought to collation. Estrellita, it should be
prejudice to the right of the interested parties, in a proper stressed, died ahead of Rafael. In fact, it was Rafael who inherited from
action, to raise the question bearing on the ownership or Estrellita an amount more than the value of the Valenzuela
existence of the right or credit.34 property. 39 Hence, even assuming that the Valenzuela property may be
collated collation may not be allowed as the value of the Valenzuela property
Third: The order of the probate court subjecting the Parañaque property to has long been returned to the estate of Rafael. Therefore, any determination
collation is premature. Records indicate that the intestate estate proceedings by the probate court on the matter serves no valid and binding purpose.
is still in its initiatory stage. We find nothing herein to indicate that the
legitime of any of Rafael's heirs has been impaired to warrant collation. We WHEREFORE, the decision of the Court of Appeals appealed from is hereby
thus advert to our ruling in Udarbe v. Jurado, 59 Phil. 11, 13-14, to wit: REVERSED AND SET ASIDE.

We are of the opinion that this contention is untenable. In SO ORDERED.


accordance with the provisions of article 1035 35 of the Civil
Code, it was the duty of the plaintiffs to allege and prove Narvasa, C.J., Romero, Kapunan and Purisima, JJ., concur.
that the donations received by the defendants were
inofficious in whole or in part and prejudiced the legitime or
hereditary portion to which they are entitled. In the absence
of evidence to that effect, the collation sought is untenable
for lack of ground or basis therefor.

Fourth: Even on the assumption that collation is appropriate in this case the
probate court, nonetheless, made a reversible error in ordering collation of
the Parañaque property. We note that what was transferred to Estrellita, by
way of deed of sale, is the Valenzuela property. The Parañaque property
which Estrellita acquired by using the proceeds of the sale of the Valenzuela
property does not become collationable simply by reason thereof. Indeed,
collation of the Parañaque property has no statutory basis. 36 The order of the
probate court presupposes that the Parañaque property was gratuitously
conveyed by Rafael to Estrellita. Records indicate, however, that the
Parañaque property was conveyed for and in consideration of
P900,000.00, 37 by Premier Homes, Inc., to Estrellita. Rafael, the decedent, has
no participation therein, and petitioner who inherited and is now the present
owner of the Parañaque property is not one of Rafael's heirs. Thus, the
probate court's order of collation against petitioner is unwarranted for the
obligation to collate is lodged with Estrellita, the heir, and not to herein
petitioner who does not have any interest in Rafael's estate. As it stands,
Republic of the Philippines rights of petitioner to the land donated; and (2) petitioner agreed to sell a
SUPREME COURT designated 1,000-square meter portion of the donated land, and to deposit
Manila the proceeds thereof in a bank, for the convenient disposal of Leoncio. In case
of Leoncio's death, it was agreed that the balance of the deposit will be
THIRD DIVISION withdrawn by petitioner to defray burial costs.

  On January 8, 1962, and pending execution of the above judgment, Leoncio


died, leaving only two heirs — the herein petitioner, who is his
G.R. No. 112483 October 8, 1999 acknowledged natural son, and an adopted son, Victor Imperial. On March
8, 1962, Victor was substituted in place of Leoncio in the above-mentioned
case, and it was he who moved for execution of judgment. On March 15,
ELOY IMPERIAL, petitioner,
1962, the motion for execution was duly granted.
vs.
COURT OF APPEALS, REGIONAL TRIAL COURT OF LEGASPI CITY,
CESAR VILLALON, JR., TERESA VILLALON, ANTONIO VILLALON, Fifteen years thereafter, or on July 26, 1977, Victor died single and without
AUGUSTO VILLALON, ROBERTO VILLALON, RICARDO VILLALON issue, survived only by his natural father, Ricardo Villalon, who was a lessee
and ESTHER VILLALON, respondents. of a portion of the disputed land. Four years hence, or on September 25, 1981,
Ricardo died, leaving as his only heirs his two children, Cesar and Teresa
Villalon.
GONZAGA-REYES, J.:

Five years thereafter, or sometime in 1986, Cesar and Teresa filed a


Petitioner seeks to set aside the Decision of the Court of Appeals
complaint for annulment of the donation with the Regional Trial Court of
in C.A.-G.R. CV No. 31976 1, affirming the Decision of the Regional Trial
Legazpi City, docketed as Civil Case No. 7646. Petitioner moved to dismiss
Court of Legaspi City 2, which rendered inofficious the donation made by
on the ground of res judicata, by virtue of the compromise judgment rendered
Leoncio Imperial in favor of herein petitioner, to the extent that it impairs the
by the Court of First Instance of Albay. The trial court granted the motion to
legitime of Victor Imperial, and ordering petitioner to convey to herein
dismiss, but the Court of Appeals reversed the trial court's order and
private respondents, heirs of said Victor Imperial, that portion of the donated
remanded the case for further proceedings.
land proportionate to Victor Imperial's legitime.

On October 18, 1989, Cesar and Teresa filed an amended complaint in the
Leoncio Imperial was the registered owner of a 32,837-square meter parcel of
same case, Civil Case No. 7646, for "Annulment of Documents,
land covered by Original Certificate of Title No. 200, also known as Lot 45 of
Reconveyance and Recovery of Possession" with the Regional Trial Court of
the Cadastral Survey of Albay. On July 7, 1951, Leoncio sold the said lot for
Legazpi City, seeking the nullification of the Deed of Absolute Sale affecting
P1.00 to his acknowledged natural son, petitioner herein, who then acquired
the above property, on grounds of fraud, deceit and inofficiousness. In the
title over the land and proceeded to subdivide it into several lots. Petitioner
amended complaint, it was alleged that petitioner caused Leoncio to execute
and private respondents admit that despite the contract's designation as one
the donation by taking undue advantage of the latter's physical weakness
of "Absolute Sale", the transaction was in fact a donation.1âwphi1.nêt
and mental unfitness, and that the conveyance of said property in favor of
petitioner impaired the legitime of Victor Imperial, their natural brother and
On July 28, 1953, or barely two years after the donation, Leoncio filed a predecessor-in-interest. 4
complaint for annulment of the said Deed of Absolute Sale, docketed as Civil
Case No. 1177, in the then Court of First Instance of Albay, on the ground
In his Answer, petitioner: (1) alleged that Leoncio had conveyed sufficient
that he was deceived by petitioner herein into signing the said document.
property to Victor to cover his legitime, consisting of 563 hectares of
The dispute, however, was resolved through a compromise agreement,
agricultural land in Manito, Albay; (2) reiterated the defense of res judicata,
approved by the Court of First Instance of Albay on November 3, 1961 3 ,
and (3) raised the additional defenses of prescription and laches.
under which terms: (1) Leoncio recognized the legality and validity of the
Plaintiff Cesar Villalon died on December 26, 1989, while the case was of prescription as having been waived, this not being one of the issues
pending in the Regional Trial Court, and was substituted in this action by his agreed upon at pre-trial.
sons, namely, Antonio, Roberto, Augusto, Ricardo and Cesar, Jr., all
surnamed Villalon, and his widow, Esther H. Villalon. Thus, the dispositive portion of the RTC's Decision of December 13, 1990
reads:
The RTC held the donation to be inofficious and impairing the legitime of
Victor, on the basis of its finding that at the time of Leoncio's death, he left no WHEREFORE, premises considered, the Deed of Absolute
property other than the 32,837-square meter parcel of land which he had Sale otherwise known as Doc. No. 8; Book No. 14; Page No.
donated to petitioner. The RTC went on further to state that petitioner's 1; Series of 1951 of the Notarial file of Pompeyo B. Calleja
allegation that other properties existed and were inherited by Victor was not which is considered a donation, is hereby reduced
substantiated by the evidence. 5 proportionately insofar as it affected the legitime of the late
Victor Imperial, which share is inherited by the plaintiffs
The legitime of Victor was determined by the trial court in this manner: herein, to the extent that plaintiffs are ordered to be given by
defendant a portion of 10,940 square meters thereof.
Considering that the property donated is 32,837 square
meters, one half of that or 16,418 square meters becomes the In order to avoid further conflict, the 10,940 share to be given
free portion of Leoncio which could be absorbed in the to plaintiffs should include the portion which they are
donation to defendant. The other half, which is also 16,418 presently occupying, by virtue of the extended lease to their
square meters is where the legitime of the adopted son father Ricardo Villalon, where the bungalow in question
Victor Imperial has to be taken. stands.

The proportion of the legitime of the legitimate child The remaining portion to be given to plaintiffs may come
(including the adopted child) in relation to the from any other portion that may be agreed upon by the
acknowledged natural child (defendant) is 10 is to 5[,] with parties, otherwise, this court will appoint a commissioner to
the acknowledged natural child getting 1/2 of the legitime undertake the partition.
of the legitimate (adopted) child, in accordance with Art. 895
of the New Civil Code which provides: The other 21,897 square meters should go to the defendant
as part of his legitime and by virtue of the reduced donation.
The legitime of each of the acknowledged
natural children and each of the natural No pronouncement as to damages as they were not
children by legal fiction shall consist of one- sufficiently proved.
half of the legitime of each of the legitimate
children or descendants. SO ORDERED. 8

From the 16,418 square meters left (after the free portion has The Court of Appeals affirmed the RTC Decision in toto.
been taken) plaintiffs are therefore entitled to 10,940 square
meters while defendant gets 5,420 square meters. 6
Before us, petitioner questions the following findings of respondent court: (1)
that there was no res judicata, there being no identity of parties and cause of
The trial court likewise held that the applicable prescriptive period is 30 action between the instant case and Civil Case No. 1177; (2) that private
years under Article 1141 of the Civil Code 7, reckoned from March 15, 1962, respondents had a right to question the donation; (3) that private
when the writ of execution of the compromise judgment in Civil Case 1177 respondents' action is barred by prescription, laches and estoppel; and (4)
was issued, and that the original complaint having been filed in 1986, the that the donation was inofficious and should be reduced.
action has not yet prescribed. In addition, the trial court regarded the defense
It is an indispensable requirement in res judicata that there be, between the Petitioner next questions the right of private respondents to contest the
first and second action, identity of parties, of subject matter and of cause of donation. Petitioner sources his argument from Article 772 of the Civil Code,
action. 9 A perusal of the records leads us to conclude that there is no identity thus:
of parties and of cause of action as between Civil Case No. 1177 and Civil
Case No. 7646. Civil Case No. 1177 was instituted by Leoncio in his capacity Only those who at the time of the donor's death have a right
as donor of the questioned donation. While it is true that upon his death, to the legitime and their heirs and successors in interest may
Victor was substituted as plaintiff of the action, such does not alter the fact ask for the reduction of inofficious donations . . . .
that Victor's participation in the case was in representation of the interests of
the original plaintiff, Leoncio. The purpose behind the rule on substitution of As argued by petitioner, when Leoncio died on January 8, 1962, it was only
parties is to ensure that the deceased party would continue to be properly Victor who was entitled to question the donation. However, instead of filing
represented in the suit through the duly appointed legal representative of the an action to contest the donation, Victor asked to be substituted as plaintiff in
estate 10, or his heir, as in this case, for which no court appointment is Civil Case No. 1177 and even moved for execution of the compromise
required. 11 Petitioner's argument, therefore, that there is substantial identity judgment therein.
between Leoncio and private respondents, being heirs and successors-in-
interest of Victor, is unavailing.
No renunciation of legitime may be presumed from the foregoing acts. It
must be remembered that at the time of the substitution, the judgment
Moreover, Leoncio's cause of action as donor of the property was fraud, approving the compromise agreement has already been rendered. Victor
purportedly employed upon him by petitioner in the execution of the merely participated in the execution of the compromise judgment. He was
donation. While the same circumstances of fraud and deceit are alleged in not a party to the compromise agreement.
private respondents' complaint, it also raises the additional ground of
inofficiousness of donation.
More importantly, our law on succession does not countenance tacit
repudiation of inheritance. Rather, it requires an express act on the part of the
Contrary to petitioner's contentions, inofficiousness of donation does not, heir. Thus, under Article 1051 of Civil Code:
and could not, form part of Leoncio's cause of action in Civil Case No. 1177.
Inofficiousness as a cause of action may arise only upon the death of the
The repudiation of an inheritance shall be made in a public
donor, as the value of the donation will then be contrasted with the net value
or authentic instrument, or by petition presented to the court
of the estate of the donor-deceased. 12
having jurisdiction over the testamentary or intestate
proceedings.
Consequently, while in Civil Case No. 1177, Leoncio sought the revocation in
full of the donation on ground of fraud, the instant case actually has two
Thus, when Victor substituted Leoncio in Civil Case No. 1177 upon the
alternative causes of action. First, for fraud and deceit, under the same
latter's death, his act of moving for execution of the compromise judgment
circumstances as alleged in Leoncio's complaint, which seeks the annulment
cannot be considered an act of renunciation of his legitime. He was,
in full of the donation, and which the trial court correctly dismissed because
therefore, not precluded or estopped from subsequently seeking the
the compromise agreement in Civil Case No. 1177 served as a ratification
reduction of the donation, under Article 772. Nor are Victor's heirs, upon his
and waiver on the part of Leoncio of whatever defects in voluntariness and
death, precluded from doing so, as their right to do so is expressly
consent may have been attendant in the making of the donation. The second
recognized under Article 772, and also in Article 1053:
cause of action is the alleged inofficiousness of the donation, resulting in the
impairment of Victor's legitime, which seeks the annulment, not of the entire
donation, but only of that portion diminishing the legitime. 13 It is on the If the heir should die without having accepted or repudiated
basis of this second cause of action that private respondents prevailed in the the inheritance, his right shall be transmitted to his heirs.
lower courts.
Be that as it may, we find merit in petitioner's other assignment of errors.
Having ascertained this action as one for reduction of an inofficious
donation, we cannot sustain the holding of both the trial court and the Court
of Appeals that the applicable prescriptive period is thirty years, under As for the trial court's holding that the defense of prescription had been
Article 1141 of the Civil Code. The sense of both courts that this case is a "real waived, it not being one of the issues agreed upon at pre-trial, suffice it to
action over an immovable" allots undue credence to private respondents' say that while the terms of the pre-trial order bind the parties as to the
description of their complaint, as one for "Annulment of Documents, matters to be taken up in trial, it would be the height of injustice for us to
Reconveyance and Recovery of Possession of Property", which suggests the adhere to this technicality when the fact of prescription is manifest in the
action to be, in part, a real action enforced by those with claim of title over pleadings of the parties, as well as the findings of fact of the lower courts. 20
the disputed land.1âwphi1.nêt
A perusal of the factual antecedents reveals that not only has prescription set
Unfortunately for private respondents, a claim for legitime does not amount in, private respondents are also guilty of estoppel by laches. It may be
to a claim of title. In the recent case of Vizconde vs. Court of recalled that Leoncio died on January 8, 1962. Fifteen years later, Victor died,
Appeals 14, we declared that what is brought to collation is not the donated leaving as his sole heir Ricardo Villalon, who also died four years later.
property itself, but the value of the property at the time it was donated. The While Victor was alive, he gave no indication of any interest to contest the
rationale for this is that the donation is a real alienation which conveys donation of his deceased father. As we have discussed earlier, the fact that he
ownership upon its acceptance, hence, any increase in value or any actively participated in Civil Case No. 1177 did not amount to a renunciation
deterioration or loss thereof is for the account of the heir or donee. 15 of his inheritance and does not preclude him from bringing an action to
claim his legitime. These are matters that Victor could not possibly be
What, then, is the prescriptive period for an action for reduction of an unaware of, considering that he is a lawyer 21. Ricardo Villalon was even a
inofficious donation? The Civil Code specifies the following instances of lessee of a portion of the donated property, and could have instituted the
reduction or revocation of donations: (1) four years, in cases of subsequent action as sole heir of his natural son, or at the very least, raised the matter of
birth, appearance, recognition or adoption of a child; 16 (2) four years, for legitime by way of counterclaim in an ejectment case 22 filed against him by
non-compliance with conditions of the donation; 17 and (3) at any time during petitioner in 1979. Neither does it help private respondents' cause that five
the lifetime of the donor and his relatives entitled to support, for failure of years have elapsed since the death of Ricardo in 1981 before they filed their
the donor to reserve property for his or their support. 18 Interestingly, complaint with the RTC.
donations as in the instant case, 19 the reduction of which hinges upon the
allegation of impairment of legitime, are not controlled by a particular Estoppel by laches is the failure or neglect for an unreasonable or
prescriptive period, for which reason we must resort to the ordinary rules of unexplained length of time to do that which, by exercising due diligence,
prescription. could or should have been done earlier, warranting a presumption that the
person has abandoned his right or declined to assert it. 23 We find the
Under Article 1144 of the Civil Code, actions upon an obligation created by necessity for the application of the principle of estoppel by laches in this case,
law must be brought within ten years from the time the right of action in order to avoid an injustice.
accrues. Thus, the ten-year prescriptive period applies to the obligation to
reduce inofficious donations, required under Article 771 of the Civil Code, to A final word on collation of donations. We observe that after finding the
the extent that they impair the legitime of compulsory heirs. donation to be inofficious because Leoncio had no other property at the time
of his death, the RTC computed the legitime of Victor based on the area of
From when shall the ten-year period be reckoned? The case of Mateo vs. the donated property. Hence, in its dispositive portion, it awarded a portion
Lagua, 29 SCRA 864, which involved the reduction for inofficiousness of a of the property to private respondents as Victor's legitime. This was upheld
donation propter nuptias, recognized that the cause of action to enforce a by the Court of Appeals.
legitime accrues upon the death of the donor-decedent. Clearly so, since it is
only then that the net estate may be ascertained and on which basis, the Our rules of succession require that before any conclusion as to the legal
legitimes may be determined. share due to a compulsory heir may be reached, the following steps must be
taken: (1) the net estate of the decedent must be ascertained, by deducting all
It took private respondents 24 years since the death of Leoncio to initiate this the payable obligations and charges from the value of the property owned by
case. The action, therefore, has long prescribed. the deceased at the time of his death; (2) the value of all donations subject to
collation would be added to it. 24
Thus, it is the value of the property at the time it is donated, and not the
property itself, which is brought to collation. Consequently, even when the
donation is found inofficious and reduced to the extent that it impaired
Victor's legitime, private respondents will not receive a corresponding share
in the property donated. Thus, in this case where the collatable property is an
immovable, what may be received is: (1) an equivalent, as much as possible,
in property of the same nature, class and quality; 25 (2) if such is
impracticable, the equivalent value of the impaired legitime in cash or
marketable securities; 26 or (3) in the absence of cash or securities in the
estate, so much of such other property as may be necessary, to be sold in
public auction. 27

We believe this worth mentioning, even as we grant the petition on grounds


of prescription and laches.

ACCORDINGLY, the decision of the Court of Appeals in C.A. G.R. CV No.


31976, affirming in toto the decision of the Regional Trial Court in Civil Case
No. 7646, is reversed and set aside. No costs.1âwphi1.nêt

SO ORDERED.

Melo, Vitug, Panganiban and Purisima, JJ., concur.


Republic of the Philippines light of the presumption of validity of notarized documents. It thus went on
SUPREME COURT to hold that it is subject to collation following Article 1061 of the New Civil
Manila Code which reads:5

G.R. No. 189776               December 15, 2010 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
AMELIA P. ARELLANO, represented by her duly appointed guardians, received from the decedent, during the lifetime of the latter, by way of
AGNES P. ARELLANO and NONA P. ARELLANO, Petitioner,  donation, or any other gratuitous title in order that it may be computed in
vs. the determination of the legitime of each heir, and in the account of the
FRANCISCO PASCUAL and MIGUEL PASCUAL, Respondents. partition.

DECISION The probate court thereafter partitioned the properties of the intestate estate.
Thus it disposed:
CARPIO MORALES, J.:
WHEREFORE, premises considered, judgment is hereby rendered declaring
Angel N. Pascual Jr. died intestate on January 2, 1999 leaving as heirs his that:
siblings, namely: petitioner Amelia P. Arellano who is represented by her
daughters1 Agnes P. Arellano (Agnes) and Nona P. Arellano, and 1. The property covered by TCT No. 181889 of the Register of Deeds
respondents Francisco Pascual and Miguel N. Pascual. 2 of Makati as part of the estate of Angel N. Pascual;

In a petition for "Judicial Settlement of Intestate Estate and Issuance of 2. The property covered by TCT No. 181889 to be subject to collation;
Letters of Administration," docketed as Special Proceeding Case No. M-5034,
filed by respondents on April 28, 2000 before the Regional Trial Court (RTC) 3. 1/3 of the rental receivables due on the property at the mezzanine
of Makati, respondents alleged, inter alia, that a parcel of land (the donated and the 3rd floor of Unit 1110 Tanay St., Makati City form part of the
property) located in Teresa Village, Makati, which was, by Deed of Donation, estate of Angel N. Pascual;
transferred by the decedent to petitioner the validity of which donation
respondents assailed, "may be considered as an advance legitime" of 4. The following properties form part of the estate of Angel N.
petitioner. Pascual:

Respondent’s nephew Victor was, as they prayed for, appointed as a. 1/3 share in the House and Lot at 1110 Tanay St., Rizal
Administrator of the estate by Branch 135 of the Makati RTC.3 Village Makati TCT No. 348341 and 1/3 share in the rental
income thereon;
Respecting the donated property, now covered in the name of petitioner by
Transfer Certificate of Title No. 181889 of the Register of Deeds of Makati, b. 1/3 share in the Vacant Lot with an area of 271 square
which respondents assailed but which they, in any event, posited that it meters located at Tanay St., Rizal Village, Makati City, TCT
"may be considered as an advance legitime" to petitioner, the trial court, No. 119063;
acting as probate court, held that it was precluded from determining the
validity of the donation. c. Agricultural land with an area of 3.8 hectares located at
Puerta Galera Mindoro covered by OCT No. P-2159;
Provisionally passing, however, upon the question of title to the donated
property only for the purpose of determining whether it formed part of the
decedent’s estate,4 the probate court found the Deed of Donation valid in
d. Shares of stocks in San Miguel Corporation covered by the Before the Court of Appeals, petitioner faulted the trial court in holding that
following Certificate Numbers: A0011036, A006144,
A082906, A006087, A065796, A11979, A049521, C86950, I
C63096, C55316, C54824, C120328, A011026, C12865, A10439,
A021401, A007218, A0371, S29239, S40128, S58308, S69309; . . . THE PROPERTY DONATED TO APPELLANT AMELIA PASCUAL
ARELLANO IS PART OF THE ESTATE OF ANGEL PASCUAL, JR.
e. Shares of stocks in Paper Industries Corp. covered by the
following Certificate Numbers: S29239, S40128, S58308, II
S69309, A006708, 07680, A020786, S18539, S14649;
. . . THE PROPERTY DONATED TO APPELLANT IS SUBJECT TO
f. ¼ share in Eduardo Pascual’s shares in Baguio Gold COLLATION UNDER ARTICLE 1061 OF THE NEW CIVIL CODE.
Mining Co.;
III
g. Cash in Banco De Oro Savings Account No. 2 014 12292 4
in the name of Nona Arellano;
. . . APPELLEES WHO ARE MERELY COLLATERAL RELATIVES OF
DECEASED ANGEL N. PASCUAL JR. AS HIS COMPULSORY
i. Property previously covered by TCT No. 119053 now HEIRS ENTITLED TO LEGITIMES.
covered by TCT No. 181889, Register of Deeds of Makati
City;
xxxx

j. Rental receivables from Raul Arellano per Order issued by


and
Branch 64 of the Court on November 17, 1995.
V
5. AND the properties are partitioned as follows:
. . . IN NOT PARTITIONING THE ESTATE OF ANGEL N. PASCUAL
a. To heir Amelia P. Arellano-the property covered by TCT
JR. EQUALLY AMONG HIS LEGAL OR INTESTATE HEIRS.6 (underscoring
No. 181889;
supplied)

b. To heirs Francisco N. Pascual and Miguel N. Pascual-the


By Decision7 of July 20, 2009, the Court of Appeals found petitioner’s appeal
real properties covered by TCT Nos. 348341 and 119063 of
"partly meritorious." It sustained the probate court’s ruling that the property
the Register of Deeds of Makati City and the property
donated to petitioner is subject to collation in this wise:
covered by OCT No. 2159, to be divided equally between
them up to the extent that each of their share have been
equalized with the actual value of the property in 5(a) at the Bearing in mind that in intestate succession, what governs is the rule on
time of donation, the value of which shall be determined by equality of division, We hold that the property subject of donation inter
an independent appraiser to be designated by Amelia P. vivos in favor of Amelia is subject to collation. Amelia cannot be considered
Arellano, Miguel N. Pascual and Francisco N. Pascual. If the a creditor of the decedent and we believe that under the circumstances, the
real properties are not sufficient to equalize the shares, then value of such immovable though not strictly in the concept of advance
Francisco’s and Miguel’s shares may be satisfied from either legitime, should be deducted from her share in the net hereditary estate. The
in cash property or shares of stocks, at the rate of quotation. trial court therefore committed no reversible error when it included the said
The remaining properties shall be divided equally among property as forming part of the estate of Angel N. Pascual.8 (citation omitted;
Francisco, Miguel and Amelia. (emphasis and underscoring emphasis and underscoring supplied)1avvph!1
supplied)
The appellate court, however, held that, contrary to the ruling of the probate . . . IN NOT PARTITIONING THE ESTATE OF ANGEL N. PASCUAL,
court, herein petitioner "was able to submit prima facie evidence of shares of JR. EQUALLY AMONG PETITIONER AND RESPONDENTS, AS HIS
stocks owned by the [decedent] which have not been included in the LEGAL OR INTESTATE HEIRS.12 (underscoring supplied)
inventory submitted by the administrator."
Petitioners thus raise the issues of whether the property donated to
Thus, the appellate court disposed, quoted verbatim: petitioner is subject to collation; and whether the property of the estate
should have been ordered equally distributed among the parties.
WHEREFORE, premises considered, the present appeal is hereby PARTLY
GRANTED. The Decision dated January 29, 2008 of the Regional Trial Court On the first issue:
of Makati City, Branch 135 in Special Proceeding Case No. M-5034 is
hereby REVERSED and SET ASIDE insofar as the order of inclusion of The term collation has two distinct concepts: first, it is a mere mathematical
properties of the Intestate Estate of Angel N. Pascual, Jr. as well as operation by the addition of the value of donations made by the testator to
the partition and distribution of the same to the co-heirs are concerned. the value of the hereditary estate; and second, it is the return to the
hereditary estate of property disposed of by lucrative title by the testator
The case is hereby REMANDED to the said court for further proceedings in during his lifetime.13
accordance with the disquisitions herein.9 (underscoring supplied)
The purposes of collation are to secure equality among the compulsory heirs
Petitioner’s Partial Motion for Reconsideration10 having been denied by the in so far as is possible, and to determine the free portion, after finding the
appellate court by Resolution11 of October 7, 2009, the present petition for legitime, so that inofficious donations may be reduced.14
review on certiorari was filed, ascribing as errors of the appellate court its
ruling Collation takes place when there are compulsory heirs, one of its purposes
being to determine the legitime and the free portion. If there is no
I compulsory heir, there is no legitime to be safeguarded.15

. . . THAT THE PROPERTY DONATED BY ANGEL N. PASCUAL, JR. TO The records do not show that the decedent left any primary, secondary, or
PETITIONER AMELIA PASCUAL ARELLANO IS PART OF HIS ESTATE concurring compulsory heirs. He was only survived by his siblings, who are
AT THE TIME OF HIS DEATH. his collateral relatives and, therefore, are not entitled to any legitime – that
part of the testator’s property which he cannot dispose of because the law
II has reserved it for compulsory heirs.16

. . . THAT THE PROPERTY DONATED TO PETITIONER IS SUBJECT TO The compulsory heirs may be classified into (1) primary, (2) secondary, and
COLLATION UNDER ARTICLE 1061 OF THE NEW CIVIL CODE. (3) concurring. The primary compulsory heirs are those who have
precedence over and exclude other compulsory heirs; legitimate children and
III descendants are primary compulsory heirs. The secondary compulsory heirs
are those who succeed only in the absence of the primary heirs; the
legitimate parents and ascendants are secondary compulsory heirs. The
. . . THAT RESPONDENTS ARE COMPULSORY HEIRS OF THEIR
concurring compulsory heirs are those who succeed together with the
DECEASED BROTHER ANGEL N. PASCUAL JR. AND ARE ENTITLED TO
primary or the secondary compulsory heirs; the illegitimate children, and the
LEGITIMES.
surviving spouse are concurring compulsory heirs.17
IV
The decedent not having left any compulsory heir who is entitled to any
legitime, he was at liberty to donate all his properties, even if nothing was
left for his siblings-collateral relatives to inherit. His donation to petitioner,
assuming that it was valid,18 is deemed as donation made to a "stranger," MARIA LOURDES P.A. SERENO
chargeable against the free portion of the estate.19There being no compulsory Associate Justice
heir, however, the donated property is not subject to collation.

On the second issue:

The decedent’s remaining estate should thus be partitioned equally among


his heirs-siblings-collateral relatives, herein petitioner and respondents,
pursuant to the provisions of the Civil Code, viz:

Art. 1003. If there are no descendants, ascendants, illegitimate children, or a


surviving spouse, the collateral relatives shall succeed to the entire estate of
the deceased in accordance with the following articles. (underscoring
supplied)

Art. 1004. Should the only survivors be brothers and sisters of the full blood,
they shall inherit in equal shares. (emphasis and underscoring supplied)

WHEREFORE, the petition is GRANTED. The Court of Appeals Decision


ordering the collation of the property donated to petitioner, Amelia N.
Arellano, to the estate of the deceased Angel N. Pascual, Jr. is set aside.

Let the records of the case be REMANDED to the court of origin, Branch 135
of the Makati Regional Trial Court, which is ordered to conduct further
proceedings in the case for the purpose of determining what finally forms
part of the estate, and thereafter to divide whatever remains of it equally
among the parties.

SO ORDERED.

CONCHITA CARPIO MORALES


Associate Justice

WE CONCUR:

DIOSDADO M. PERALTA*
Associate Justice

LUCAS P. BERSAMIN JOSE CATRAL MENDOZA**


Associate Justice Associate Justice

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