Professional Documents
Culture Documents
Rodriguez v. Borja: G.R. No. L-21993 June 21, 1966
Rodriguez v. Borja: G.R. No. L-21993 June 21, 1966
Rodriguez v. Borja: G.R. No. L-21993 June 21, 1966
Borja
G.R. No. L-21993
June 21, 1966
FACTS:
• Fr. Celestino Rodriguez died on February 12, 1963 in the City
of Manila and left real properties in Rizal, Quezon City, and
Bulacan.
• On March 4, 1963, private respondents delivered to the Clerk of
Court of Bulacan a purported last will and testament of Fr.
Rodriguez. Petitioners moved to examine the will, but before
the court could act on it, the petition was withdrawn.
• At 8:00am on March 12, 1963, Petitioners filed before the CFI
of Rizal a petition for the settlement of the intestate estate of
Fr. Rodriguez alleging that he was a resident of Paranaque,
Rizal and died without leaving a will. (Intestate proceedings)
• At 11:00am on March 12, 1963, private respondents petitioned
the CFI Bulacan for the probate of the will they delivered on
March 4. They alleged that Fr. Rodriguez was born in
Paranaque, Rizal and that he was a parish priest of the
Catholic Church of Hagonoy, Bulacan from 1930 up to the time
of his death. (Testate proceedings)
• Petitioners moved to dismiss the testate proceedings on the
ground that the CFI Bulacan has no jurisdiction to try the case
due to the pendency of another action for the settlement of the
estate of Fr. Rodriguez in the CFI Rizal, considering that the
petition for settlement of intestate estate was filed ahead.
• Private respondents countered that the CFI Bulacan had
already acquired jurisdiction over the case upon their delivery
of the will to the Clerk of Court on March 4, 1963.
• The CFI Bulacan denied the motion to dismiss on the ground
that the difference of a few hours did not entitle one proceeding
to preference over the other. It invoked Ongsingco v. Tan, G.R.
No. L-7792, July 7, 1955, wherein the Court held that if the
decedent is an inhabitant of the Philippines at the time of his
death, his will shall be proved and his estate settled in the CFI
in the province in which he resides at the time of his death…
The court taking cognizance of the settlement of the estate of
the decedent shall exercise jurisdiction to the exclusion of all
other courts.
ISSUE: Whether or not the intestate proceedings take precedence over the testate proceedings
EMERGENCY RECIT:
An action for specific performance was filed by the grandniece (Gertrudes) of the deceased against Maximo
the son of the deceased’s niece to make do with the condition agreed upon during the extrajudicial partition
wherein Gertrudes along with several heirs agreed to divide the property of the deceased. This gave Maximo
three lots on top of his share with the condition that he would undertake the development and subdivision of
the estate. Maximo failed to comply with the obligation prompting for the filing of the action for specific
performance. In his answer, he stated that Gertrudes had no cause of action against him because she was not an
heir of the deceased and that her inclusion was by mistake therefore rendering the agreement void. The court
ruled that Gertrudes has no cause of action because being the grandniece she has no right to inherit the court
cited A
rticle 972. The right of representation takes place in the direct descending line,but never in the ascending.In the
collateral line, it takes place only in favor of the children of brothers or sisters, whether they be of the full or
half blood. In the case, the “nearest” relative to the deceased are the nephews and nieces one of them being
Maximo. Hence, Gertrudes is not an heir.
FACTS:
• An action for specific performance was filed against Maximo dela Cruz by Gertrudes De Los Santos the
grand niece of the deceased Pelagia dela Cruz. The action was filed since Pelagia died intestate the
heirs including plaintiff and defendant executed an extrajudicial partition. In the said agreement, the
parties agreed to adjudicate three parcels of land to Maximo with the condition that he would undertake
its development and subdivision of the estate. Maximo failed to comply with his obligations hence, the
action for specific performance against him.
• In his defense, Maximo alleged that Gertrudes has no cause of action because the agreement is void in
relation to her because she was not an heir of the deceased and that she was included by mistake.
ISSUE(S):
Whether or not Gertrudes being the grandniece of Pelagia is considered an heir
HELD/RATIO:
No. Article 972 provides that the right of representation takes place in the direct descending line,but never in
the ascending.In the collateral line, it takes place only in favor of the children of brothers or sisters, whether
they be of the full or half blood. The court also cited Linart y Pavia vs. Ugarte y Iturralde, 5 Phil., 176 (1905),
said,
... [I]n an intestate succession a grandniece of the deceased and not participate with a niece in the inheritance,
because the latter being a nearer relative, the more distant grandniece is excluded. In the collateral line the right
of representation does not obtain beyond sons and daughters of the brothers and sisters, which would have been
the case if Pablo Linart, the father of the plaintiff, had survived his deceased uncle.
In the case, the relatives that are considered within the “nearest degree” are the nephews and nieces of Pelagia.
One of them is Maximo, hence, Gertrudes cannot be an heir or cannot inherit from Pelagia.
OTHER VERSION:
CO
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.
There is no question that as the legitimate daughter of Teodoro and thus
the granddaughter of Eleno and Rafaela, Doribel has the right to
represent her deceased father in the distribution of the intestate estate
of her grandparents. Under Art 981, 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’ children.
But it is not so in the case of Delia and Edmundo. While it is true that
the adopted child shall be deemed to be a legitimate child and have
the same rights as the latter, these rights do not include the right of
representation. The relationship created by adoption is between only
the adopting parents and the adopted child, and does not extend to the
blood relatives of either party.
7. ABELLANA-BACAYO V. FERRARIS-BORROMEO, 14 SCRA
986 (1965)
DOCTRINE: As an exception to the general rule that the right of
representation is available only in the descending line, Art. 975 of the
Civil Code permits representation in the collateral line (but only in
intestate succession) insofar as nephews and nieces of the decedent are
concerned. When such nephews and nieces inherit by representation, they
succeed to that portion which their predeceased or incapacitated father or
mother would have otherwise been entitled to inherit. By right of
representation, these nephews and nieces shall be deemed to be two
degrees remote from the decedent. However, the prerequisite for the
exercise of the right of representation is that the nephews and nieces must
concur with at least one uncle or aunt. Otherwise, nephews and nieces will
inherit in their own right as third degree relatives of the decedent.
It must also be noted that even when they inherit in their own right as third
degree relatives, nephews and nieces are preferred over the uncles and
aunts of the decedent (who are likewise relatives within the third degree of
the decedent). This is because of the order of intestate succession which
ranks brothers, sisters, nephews and nieces fourth in the order of
succession, whereas other collateral relatives, including uncles and aunts
of the deceased, are ranked fifth. Finally, the exercise of the right of
representation is subject to the barrier between the legitimate and
illegitimate families under Article 992.
In the more recent case of Delgado vda. de la Rosa v Heirs of Marciana
Rustia vda. de Damian [G.R. No. 155733, 27 January 2006 (480 SCRA
334)], the Supreme Court through Justice Corona ruled that ―(u)nder
Article 972 of the New Civil Code, the right of representation in the
collateral line takes place only in favor of children of brothers and sisters
(nephews and nieces), Consequently, it cannot be exercised by
grandnephews and grandnieces.ǁ
Likewise, in the case of Bagugu v Piedad, Justice Vitug clarified that the
right of representation is generally available only in the descending line,
never in the ascending. In the collateral line, the right is limited to children
of brothers and sisters who concur with uncles and/or aunts. No other
collateral relative can benefit from the right of representation.
FACTS: Melodia Ferraris was a resident of Cebu City until 1937 when
she transferred to Intramuros, Manila. She was known to have resided
there continuously until 1944. Thereafter, up to the filing on December 22,
1960 of the petition for the summary settlement of her estate, she has not
been heard of and her whereabouts are still unknown. More than ten (10)
years having elapsed since the last time she was known to be alive, she
was declared presumptively dead for purposes of opening her succession
and distributing her estate among her heirs.
1. The deceased Melodia Feraris was survived only by collateral
relatives, namely Filomena Abellana de Bacayo, an aunt and half-
sister of decedent‘s father, Anacleto Ferraris; and by Gaudencia,
Catalina,Conchita, and Juanito, all surname Ferraris, her nieces and
nephew, who were the children of Melodia‘s only brother of full
blood, Arturo Ferraris, who predeceased the decedent.
2. The trial court ruled that the children of the only predeceased brother
of the decedent, exclude the aunt of the same decedent for the reason
that the former are nearer in degree (2 degrees) than the latter since
nieces and nephews succeed by right of representation, while the aunt
is 3 degrees distant from the decedent, and that other collateral
relatives are excluded by brothers or sisters or children of brothers or
sisters of the decedent in accordance with article 1009 of the New
Civil Code.
3. Petitioner-appellant contends that she is of equal degree of
relationship as the oppositors (3 degrees removed from the decedent)
and that under 975 of the New Civil Code, no right of representation
could take place when the nieces and nephew of the decedent do not
concur with an uncle or aunt, but rather the former succeed in their
own right.
ISSUE: Who should inherit the intestate estate of a deceased person when
he or she is survived only by collateral relatives, to wit an aunt and the
children of a brother who predeceased him or her?
HELD: The Court held that as an aunt of the deceased she is as far distant
as the nephews from the decedent (3 degrees) since in the collateral line to
which both kinds of relatives belong degrees are counted by first
ascending to the common ancestor and hen descending to the heir (Civil
Code, Art. 966). Also, nephews and nieces alone do not inherit by right of
representation (i.e.. per stirpes) unless concurring with brothers or sisters
of the deceased, as provided by Art. 975.
The Court held that in case of intestacy, nephews and nieces of the de
cujus exclude all other collaterals (aunt and uncles, first cousins, etc.) from
the succession. Under Art. 1009, the absence of brothers, sisters, nephews
and nieces of the decedent is a precondition to the other collaterals
(uncles, cousins, etc.) being called to the succession.
Tolentino expressly states:
Other collaterals. — The last of the relatives of the decedent to
succeed in intestate succession are the collaterals other than brothers
or sisters or children of brothers or sisters. They are, however,
limited to relatives within the fifth degree. Beyond this, we can safely
say there is hardly any affection to merit the succession of collaterals.
Under the law, therefore, relatives beyond the fifth degree are no
longer considered as relatives, for successional purposes.
Article 1009 does not state any order of preference. However,
this article should be understood in connection with the general rule
that the nearest relatives exclude the farther. Collaterals of the same
degree inherit in equal parts, there being no right of representation.
They succeed without distinction of lines or preference among them
on account of the whole blood relationship. (Emphasis supplied)
The Court ruled that under the laws of succession, a decedent‘s uncles and
aunts may not succeed ab intestate so long as nephews and nieces of the
decedent survive and are willing and qualified to succeed.
8. CUARTICO v CUARTICO
No. 11190-R, 16 November 1955 52 O.G. 1489
TOPIC: XX. Intestate Succession, Art 960, 1027, 1028, 1032; F.
The Iron Curtain, Art 992, 995
DOCTRINE: Cuartico explains the reason for the barrier in Article
992. The reason behind the absolute prohibition on intestate
succession is obviously the intervening antagonism and
incompatibility between members of the natural family and those of
the legitimate family.
NATURE: Appeal
PONENTE: Hernandez, J.
FACTS:
1. Petitioner Tranquilino Cuartico was named administrator of the
Intestate Estate of said deceased. After all money claims
against the estate had been settled, the administrator and his
co- petitioners moved that they be declared the exclusive heirs
of the deceased.
2. The oppositors filed a similar motion praying that they, along
with the petitioners, be declared heirs of the deceased. After
trial, the court below, as aforestated, declared the petitioners
and oppositors legal heirs of Patricia Clavecilla whereupon the
petitioners, unsatisfied with the ruling, interposed the present
appeal.
3. It appears indisputably clear between the parties that Patricia
Clavecilla (decedent in this case) died single and ab intestato
and that she left an inheritance of six parcels of land and
houses. The petitioners-appellants named Tranquilino,
Cipriano, Luis, Demetrio and Pancrasio all surnamed Cuartico
are the legitimate children of Macario Cuartico and Maria
Clavecilla, now both deceased. The oppositors-appellees
along with the appellants' father Macario Cuartico, are the
children of Eleno Cuartico and Susano Germodo, both
deceased.
4. The evidence for the appellants tends to show that their mother
Maria Clavecilla together with Patricia and Romana Clavecilla
were children by different women of a Chinese named Juan
Clavecilla; that Maria's mother is Sinforosa Romano who, after
Maria's birth, married one Benigno Martinez; that Patricia's mother
is Susana Germodo who upon Patricia's birth, married Eleno
Cuartico from which wedlock were born the appellees Feliciana,
Gregorio, Paula, Macario the appellant's father, and Macario now
deceased but represented by a daughter named Generosa; and
that Ramona's mother is a woman named Bonifacia with an
unknown surname. Romana died at an early age, single and
without issue. Maria's death occurred in 1925 while Patricia as
above indicated died on October 4, 1940.
5. The appellants claiming to be natural nephews of Patricia
Clavecilla aver, moreover, that their mother Maria Clavecilla is a
natural sister of Patricia Clavecilla and that both women were
recognized natural daughters of Juan Clavecilla, mainly on the
strength of a private instrument supposedly executed by the latter
on June 26, 1896.
6. Upon the other hand, the appellees contend that Juan Clavecilla
was legally married to Bonifacia Cardente on July 13, 1969 as
evidenced by the parochial church records of Malabuyoc, Cebu;
that from said marriage, Romana Clavecilla was born; and that
Bonifacia Cardente died on March 6, 1900 followed shortly by Juan
Clavecilla who died in 1903. The appellees further maintain that
Patricia Clavecilla and Maria Clavecilla, assuming that the latter
was a child of Juan Clavecilla, were both adulterous children and
could not have been validly recognized by Juan Clavecilla who,
during their conception and birth, was legally and validly married to
Bonifacia Cardente.
ISSUE: Who is entitled to succeed ab intestato to the inheritance
left by Patricia Clavecilla.
HELD:
In the trial below, the appellees tried to prove that Maria
Clavecilla was neither a natural nor an adulterous daughter of Juan
Clavecilla but was merely a maid of the latter; that Maria's real
name was Maria Romana; and that she was born of the wedlock
between Sinforosa Romano and Benigno Martinez. Appellees
admit that Maria Clavecilla was legally married to their brother,
Macario Cuartico; that from said marriage, the herein appellants
were born and that consequently, appellants are entitled to inherit
from Patricia Clavecilla namely in representation of appellants'
father, Macario, as ostensibly held by the trial court.
No dispute exists that the appellees are the children of Eleno
Cuartico and Susana Germodo. Susana Germodo being the natural
mother of Patricia Clavecilla, it results therefore, that the appellees
are natural half-brothers, half-sisters and half-niece respectively of
Patricia Clavecilla.
We begin with an inquiry into the alleged rights of the appellees
to be declared heirs of and to succeed Patricia Clavecilla. During
the trial, petitioners adduced in evidence a certificate issued by the
parish of Alegria, Cebu attesting to the marriage between Eleno or
Lino Cuartico and Susana Germodo, parents of the herein
oppositors. Said marriage purportedly took place in Alegria, Cebu
on June 1, 1880.
Remarkably, the oppositors proffered no objection to the
admission of said exhibit which explicitly shows that the oppositors'
parents were legally married and inferentially that said oppositors
were legitimate children.
It is plainly evident, therefore, that the oppositors who are
illegitimate children of Susana Germodo and Lino Cuartico are
seeking to inherit ab intestato from their half-sister, Patricia
Clavecilla. This pretension is certainly not countenanced under
Article 943 of the Old Civil Code which provision is substantially
reproduced as Article 992 in the New Civil Code. Article 943 reads:
Art. 943. A natural child has no right to succeed ab
intestato the legitimate children and relatives of the father or
mother who has acknowledged it; nor shall such children or
relatives so inherit from the natural child.
The reason behind the absolute prohibition on intestate
succession is obviously the intervening antagonism and
incompatibility between members of the natural family and those of
the legitimate family.
In the words of Manresa:
Among the natural son and the legitimate relatives or
parent the reconcio denies all the code succesoria relationship.
Cannot be said relatives and are not entitled to inherit. There is
of course a link blood, but this link does not recognize the
alleged facts and will stakeholders, the natural child is looked
down upon by family legitimate, the family is legitimate,
however, hated by the natural son this considers that the
privileged situation and the resources for it is deprived, that
instead, just go in the natural son of the product vice, the living
proof of a barron family. Every relationship is broken ordinarily
in life, the law does nothing to recognize truth, avoiding new
grounds for resentment.
The hojos relatives and legitimate parent who recognized
natural child, relatives are all in a straight line ascending or
descending, or collateral line. The family is legitimate
completely separate from the natural, or individuals to inherit
ista Aquila, nor that individuals can inherit those of ista. (p. 127
Comments to the Civil Code.)
The appellants, on the other hand, pretend to succeed Patricia
Clavecilla by reason of their alleged status of natural nephews of
the latter. The appellees attempt to refute appellants' claims by
alleging that Maria Clavecilla was merely a maid and not a child of
Juan Clavecilla and could not have been, therefore, a relative of
Patricia Clavecilla who was admittedly a daughter of Juan
Clavecilla. Moreover, appellees claim, that assuming that Maria
was a child of Juan Clavecilla along with Patricia Clavecilla, neither
Maria nor Patricia could have been recognized as natural
daughters by Juan Clavecilla who was, at the time of their (Maria's
and Patricia's) birth legally and validly married with Bonifacia
Cardente.
In view of all the foregoing, and finding that neither the
appellants nor the appellees are entitled to succeed ab intestato to
the inheritance left by Patricia Clavecilla, it behooves us to call
upon the State to succeed.
Wherefore, the appealed order should be, as it is hereby,
revoked and the court a quo is hereby instructed, when this
decision becomes final, to furnish the provincial fiscal of Negros
Oriental a copy of this decision for such action as may be proper
pursuant to Rule 92 of the Rules of Court. No special
pronouncement as to costs in this instance.
9. VDA. DE CRISOLOGO v COURT OF APPEALS
No. L-44051, 27 June 1985 137 SCRA 233
The petitioners filed an action against private respondents for ownership,
annulment of sale, and delivery of possession of various properties, with
writ of preliminary injunction and damages. Claiming to be legal heirs of
the vendor, they sought the annulment of four deeds of sale covering
seventeen (17) parcels of land and a residential house executed by
Lutgarda Capiao in favor of respondent Mallillin.
FACTS:
Julia Capiao, who maintained extra-marital relations with one Victoriano
Taccad, begot with him one child and/or forced heir, named Lutgarda
(Leogarda) Capiao, who was married to Raymundo Zipagan, both of
whom died at Cauayan, Isabela in 1970 and 1964 respectively, without
any children and/or immediate forced heirs
Lutgarda (Leogarda) Capiao, having died on November 11, 1970 at
Cauayan, Isabela, without any will intestate succession took place and the
herein plaintiffs, as relatives within the fifth civil degree to her (Lutgarda
[Leogarda] Capiao), were consequently instituted as Lutgarda's legal heirs
and were legally entitled to inherit all the properties which were hers by
virtue of the extra-judicial partition.
ISSUE: WON the relatives of Julia Capiao, namely: the plaintiffs in this
case, inherit from Lutgarda Capiao, the original owner of the properties in
question.
HELD:
No. Clearly, they can not because the legitimate relatives of Julia Capiao
cannot inherit from an illegitimate child of the latter, because that is the
clear and unmistakable provision of Article 992 of the new Civil Code.
Neither can Lutgarda Capiao inherit from the legitimate relatives of Julia
Capiao who are the plaintiffs in the instant case.
On certain occasions, this Court has allowed the filing of an appeal outside
the period prescribed by law in the interest of justice. Emphatic in the
decisions cited by the petitioner are strong considerations of substantial
justice. The present case does not warrant such liberality because the
decision of the lower court is satisfactorily supported by the records. It is
clear from the records that the petitioners cannot inherit the properties in
question because of Article 992 of the Civil Code. Being relatives on the
legitimate line of Julia Capiao, they cannot inherit from her illegitimate
daughter. Their relative Julia Capiao predeceased the daughter, Lutgarda
Capiao. As explained by Manresa, whom the private respondent cited:
Between the natural child and the legitimate relatives of the
father or mother who acknowledged it, the Code denies any right of
succession. They cannot be called relatives and they have no right to
inherit. Of course, there is a blood tie, but the law does not recognize
it. In this Article 943 is based upon the reality of the facts and upon
the presumptive will of the interested parties; the natural child is
disgracefully looked down upon by the legitimate family; the
legitimate family is, in turn, hated by the natural child; the latter
considers the privileged condition of the former and the resources of
which it is thereby deprived; the former, in turn, sees in the natural
child nothing but the product of sin, a palpable evidence of a blemish
upon the family. Every relations is ordinarily broken in life; the law
does no more than recognize this truth, by avoiding further grounds
of resentment.
10. CACHO V. UDAN, 13 SCRA 693 (1965)
DOCTRINE: The Court reaffirms the exclusion of legitimate brothers
and sisters of the decedent by the latter's illegitimate child. Note, however,
that the Court disallowed the intervention of the brothers in the probate
proceedings, since regardless of the outcome of the probate, the brothers
cannot inherit from the deceased. Implicitly, the lower court also
disqualified the said brothers from claiming any right against the
illegitimate son of the deceased by reason of Article 992, when the said
court instructed the fiscal to study the propriety of instituting escheat
proceedings.
FACTS: Silvina G. Udan, single, and a resident of San Marcelino,
Zambales, died leaving a purported will naming her son, Francisco G.
Udan, and one Wencesla Cacho, as her sole heirs, share and share alike.
1. Wencesla Cacho, filed a petition to probate said Will in the CFI of
Zambales.
2. Rustico G. Udan, legitimate brother of the testatrix, filed an
opposition to the probate.
3. Francisco G. Udan, through counsel, filed his opposition to the
probate of this
4. After one witness, the Notary Public who made and notarize the will,
had testified in court, oppositor Francisco G. Udan died on June
1961.
5. After the death of Francisco G. Udan, John G. Udan and Rustico G.
Udan, both legitimate brothers of the testatrix Silvina G. Udan, filed
their respective oppositions on the ground that the will was not
attested and executed as required by law, that the testatrix was
incapacitated to execute it; and that it was procured by fraud or undue
influence.
6. Petitioner-appellee filed a Motion to Dismiss Oppositions filed by the
Oppositors.
7. CFI issued an order disallowing the 2 oppositions for lack of interest
in the estate and directing the Fiscal to study the advisability of filing
escheat proceedings.
ISSUE: Whether the oppositor brothers, John and Rustico Udan may
claim to be heirs intestate of their legitimate sister, the late Silvina Udan.
HELD: The Court held that John and Rustico Udon cannot claim to be
heirs intestate of their legitimate sister, for t the time of her death,
Silvina‘s illegitimate son, Francisco Udan, was her heir intestate, to the
exclusion of her brothers. This is clear from Art. 988 nd 1003 of the Civil
Code, which was in force at the time of the death of the testatrix.
The legal provisions decree that collateral relatives of one who died
intestate inherir only in the absence of descendants, ascendants, and
illegitimate children. Albeit the brothers and sisters can concur with the
widow or widower under Art. 1101, they do not concur, but are excluded
by the surviving children, legitimate or illegitimate.
John and Rustico Udan had no standing to oppose the probate of the will.
For if the will is ultimately probated John and Rustico are excluded by its
terms from participation in the estate; ad if probate be denied, both
oppositors-appellant will be excluded by the illegitimate son, Francisco
Udan, as sole intestate heir, by operation of law.
The death of Francisco 2 yrs after his mother‘s demise does not improve
the situation of appellants. The rights acquired by the former are only
transmitted by his death to his own heirs at law not to the appellants, who
are legitimate brothers of his mother, for the reason that, the legitimate
relatives of the mother cannot succeed her illegitimate child. (Art. 992,
Civil Code)
11. TOMAS CORPUS, plaintiff-appellant,
vs.
ADMINISTRATOR and/or EXECUTOR of the Estate of Teodoro
R. Yangco, RAFAEL CORPUS, AMALIA CORPUS, JOSE A. V.
CORPUS, RAMON L. CORPUS, ENRIQUE J. CORPUS, S. W.
STAGG, SOLEDAD ASPRER and CIPRIANO
NAVARRO, defendants-appellees.
Now, the Court reexamined the iron curtain rule, finding that
Article 992 "should be construed to account for other circumstances
of birth and family dynamics. Peace within families cannot be
encouraged by callously depriving some of its members of their
inheritance. Such deprivation may even be the cause of
antagonism and alienation that could have been otherwise
avoided."
The Court also recognized that nonmarital children primarily
suffer the consequences imposed by laws, despite the status being
beyond their power to change. Some children may be nonmarital
because their parents choose not to marry; in 2016, the Philippine
Statistics Authority reported that, from 2007 to 2016, there was
14.4% decline in registered marriages in the country. Other children
may be nonmarital because one or both of their parents are below
marriageable age. In 2017 alone, 196,478 children were born to
mothers 19 years old and below, and 52,342 children were sired by
fathers 19 years old and below. There are also children who are
nonmarital when their mother was a survivor of sexual assault who
did not marry the perpetrator; or when one parent dies before they
can marry the other parent.
FACTS:
1. During her lifetime, MacariaAtega had a first marriage with Angel
Burdeos and had two children, Ramon and Estela. Upon the death of
Angel, she married Canuto Rosales, with whom she had four children,
David, Justo, Romulo and Aurora. Socorro Rosales, is the widow of David
Rosales who himself, some time after Macaria‘s death in March 8, 1956,
died intestate without issue.
2. ZosimoVerdad is the buyer of a 248 sq.m. residential lot in Butuan City,
sold to him by the widow of Ramon Burdeos and his children on June 14,
1982. Socorro seeks to exercise a right of legal redemption over the
property, trading her title to Macaria,her mother in law. Eldest in
1st marriage
3. Socorro discovered the sale on March 30, 1987 when she was at the
Treasurer‘s Office. She wanted to redeem the property by tendering to
amount of P23,000, as indicated in the deed of sale. Zosimo wanted the
current value of P80,000. The trial court ruled that the right of the private
respondents to redeem the property had already lapsed. Such was reversed
by the CA.
ISSUE: Does Socorro have a right to redeem the property?
HELD: Yes, because she is a legal heir of her husband David Rosales.
1. RIGHT OF REDEMPTION; WRITTEN NOTICE OF SALE,
MANDATORY. - When their interest in the property was sold by the
Burdeos heirs to petitioner, a right of redemption arose in favor of private
respondents. This right of redemption was timely exercised by private
respondents. Concededly, no written notice of the sale was given by the
Burdeos heirs (vendors) to the co-owners required under Article 1623 of
the Civil Code. The thirty-day period of redemption had yet to commence
when private respondent Rosales sought to exercise the right of
redemption on 31 March 1987, a day after she discovered the sale from the
Office of the City Treasurer of Butuan City, or when the case was
initiated, on 16 October 1987, before the trial court. The• written notice of
sale is mandatory. This Court has long established the rule that
notwithstanding actual knowledge of a co-owner, the latter is still entitled
to a written notice from the selling co-owner in order to remove all
uncertainties about the sale, its terms and conditions, as well as its efficacy
and status. to the case
* connect
of Butte vs .
Manuel
Uyd Sons Inc
.
,
2. David Rosales, incontrovertibly, survived his mother‘s death. When
Macaria died on 08 March 1956 her estate passed on to her surviving
children, among them David Rosales, who thereupon became co-owners
of the property. When David Rosales himself later died, his own estate,
which included his undivided interest over the property inherited from
Macaria, passed on to his widow Socorro and her co-heirs pursuant to the
law on succession.
―ART. 995. In the absence of legitimate descendants and ascendants, and
illegitimate children and their descendants, whether legitimate or
illegitimate, the surviving spouse shall inherit the entire estate, without
prejudice to the rights of brothers and sisters, nephews and nieces, should
there be any, under Article 1001.
CIVIL LAW
Unless there is a pending special proceeding for the settlement of the decedent’s estate or
for the determination of heirship, the compulsory or intestate heirs may commence an ordinary
civil action to declare the nullity of a deed or instrument, and for recovery of property, or any other
action in the enforcement of their ownership rights acquired by virtue of succession, without the
necessity of a prior and separate judicial declaration of their status as such.
FACTS
Rosie Larlar Treyes (Rosie), the wife of Dr. Nixon Treyes (Dr. Nixon),0 died
lar
without any children and without a will. Rosie left behind seven siblings, Antonio, Antonio Lar -
Hence, Larlar, et al. filed before the Regional Trial Court (RTC) a Complaint
for annulment of the Affidavits, cancellation of TCTs, reconveyance of ownership
and possession, partition, and damages.
Dr. Nixon filed a Motion to Dismiss on the ground, among others, of lack
of jurisdiction over the subject matter and, corollarily, lack of real parties in
interest. The RTC denied the Omnibus Motion, prompting Treyes to file before
the Court of Appeals (CA) a petition for Certiorari under Rule 65. The CA,
however, denied the same. Hence, the instant petition.
2021] RECENT JURISPRUDENCE 275
ISSUE
Is a prior determination of the status as a legal or compulsory heir in a
separate special proceeding a prerequisite to an ordinary civil action for recovery
of ownership and possession of property?
RULING
NO. That Larlar, et al. do not really seek in their Complaint the
establishment of their rights as intestate heirs but, rather, the enforcement of their
rights already granted by law as intestate heirs finds basis in Article 777 of the Civil
Code, which states that “the rights of succession are transmitted from the moment
of the death of the decedent.”
O
The operation of Article 777 occurs at the very moment of the decedent's
death — the transmission by succession occurs at the precise moment of death
and, therefore, the heir is legally deemed to have acquired ownership of his/her
share in the inheritance at that very moment, "and not at the time of declaration
of heirs, or partition, or distribution."
Hence, the Court has held that the "title or rights to a deceased person's
property are immediately passed to his or her heirs upon death. The heirs' rights
become vested without need for them to be declared 'heirs.'" In fact, in partition
cases, even before the property is judicially partitioned, the heirs are already
deemed co-owners of the property. Thus, the heirs are deemed real parties in
interest without a prior separate judicial determination of their heirship.
The Civil Code identifies certain relatives who are deemed compulsory heirs
and intestate heirs. They refer to relatives that become heirs by virtue of
compulsory succession or intestate succession, as the case may be, by operation
of law. Here, subject to the required proof, without any need of prior judicial
determination, Larlar, et al., siblings of Rosie, by operation of law, are entitled to
one-half of the inheritance of the decedent. Thus, in filing their Complaint, they
do not seek to have their right as intestate heirs established, for the simple reason
that it is the law that already establishes that right. What they seek is the
enforcement and protection of the right granted to them under Article 1001 in
relation to Article 777 of the Civil Code by asking for the nullification of the
Affidavits of Self-Adjudication that disregard and violate their right as intestate
heirs.
276 UST LAW REVIEW [Vol. 65
Henceforth, the rule is: unless there is a pending special proceeding for the
settlement of the decedent’s estate or for the determination of heirship, the
compulsory or intestate heirs may commence an ordinary civil action to declare
the nullity of a deed or instrument, and for recovery of property, or any other
action in the enforcement of their ownership rights acquired by virtue of
succession, without the necessity of a prior and separate judicial declaration of
their status as such.
* Articles 1024 to 1040
Whether or not a device in favour of a person whose identity at the time of the testator’s
death cannot be ascertained, may be efficacious.
RULING:
No.
The Supreme Court held that the said bequest refers to the testator's nearest male
relative living at the time of his death and not to any indefinite time thereafter. "In order
to be capacitated to inherit, the heir, devisee or legatee must be living at the moment
the succession opens, except in case of representation, when it is proper" (Art. 1025,
Civil Code).
Inasmuch as the testator was not survived by any nephew who became a priest, the
unavoidable conclusion is that the bequest in question was ineffectual or inoperative.
Therefore, the administration of the ricelands by the parish priest of Victoria, as
envisaged in the wilt was likewise inoperative.
It should be understood that the parish priest of Victoria could become a trustee only
when the testator's nephew living at the time of his death, who desired to become a
priest, had not yet entered the seminary or, having been ordained a priest, he was
excommunicated. Those two contingencies did not arise, and could not have arisen in
this case because no nephew of the testator manifested any intention to enter the
seminary or ever became a priest.
The Court of Appeals correctly ruled that this case is covered by article 888 of the old
Civil Code, now article 956, which provides that if "the bequest for any reason should be
inoperative, it shall be merged into the estate, except in cases of substitution and those
in which the right of accretion exists."
This case is also covered by article 912(2) of the old Civil Code, now article 960 (2),
which provides that legal succession takes place when the will "does not dispose of all
that belongs to the testator." There being Cno substitution nor accretion as to the said
ricelands the same should be distributed among the testator's legal heirs. The effect is
as if the testator had made no disposition as to the said ricelands.
Art. 189. Adoption shall have the following effects: LPH
±÷ ÷ ¥
consummating the marriage with the other, and such
incapacity continues and appears to be incurable; or
(6) That either party was afflicted with a sexually-
transmissible disease found to be serious and appears to
be incurable. (85a) ¥
Art. 50. The effects provided for by paragraphs (2), (3), (4)
and (5) of Article 43 and by Article 44 shall also apply in
the proper cases to marriages which are declared ab initio
or annulled by final judgment under Articles 40 and 45.
The final judgment in such cases shall provide for the
o•¥÷f÷§÷¥
liquidation, partition and distribution of the properties of the
spouses, the custody and support of the common children,
and the delivery of third presumptive legitimes, unless
such matters had been adjudicated in previous judicial
proceedings.
All creditors of the spouses as well as of the absolute
community or the conjugal partnership shall be notified of
the proceedings for liquidation.
In the partition, the conjugal dwelling and the lot on which
it is situated, shall be adjudicated in accordance with the
provisions of Articles 102 and 129.
LEGAL SEPARATION
Art. 55. A petition for legal separation may be filed on
any of the following grounds: VIC RDL BIA- -
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