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Documente Cultură
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Compiled Case Digests for
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Articles 1015-1023, 1041-
1057, New Civil Code of the
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Philippines
Submitted to: Judge Grace G. Victoria-Ruiz
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Submitted by:
~2~
Table of Contents
Title Page
Article 1015
In the matter of the estate of TOMAS RODRIGUEZ vs. MARGARITA
LOPEZ……………………………………………………………………………………… 5
HEIRS OF ANTERO SOLIVA vs. SEVERINO SOLIVA, et al……………………. 7
Article 1016
In the matter of the estate of TOMAS RODRIGUEZ AND LUZ LOPEZ
DE BUENO, vs. MARGARITA LOPEZ…………………………….
…………………………………………………………11
GIL P. POLICARPIO, ET AL vs. JOSE V. SALAMAT, ET AL……………………. 13
Article 1017
RAMON DEL ROSARIO vs. CLEMENTE DEL ROSARIO………………………... 15
TORRES vs. LOPEZ……………………………………………………………………... 16
Article 1018
AMPARO S. CRUZ vs. ANGELITO S. CRUZ………………………………………… 18
Article 1019
In the matter of the estate of TOMAS RODRIGUEZ and LUZ LOPEZ
DE BUENO vs. MARGARITA LOPEZ………………………………………………… 20
YNZA vs. RODRIGUEZ………………………………………………………………….. 23
Article 1020
TORRES AND LOPEZ DE BUENO vs. LOPEZ……………………………………... 25
CRUZ vs. CRUZ…………………………………………………………………………… 27
Article 1021
TORRES vs. LOPEZ……………………………………………………………………… 29
BELEN vs. BPI……………………………………………………………………………. 31
Article 1022
PARISH PRIEST OF VICTORIA TARLAC vs. RIGOR…………………………… .. 34
TORRES AND LOPEZ DE BUENO vs. LOPEZ……………………………………... 36
Article 1023
MATILDE ARAMBURU vs. ANGEL ORTIZ…………………………………………. 38
GIL POLICARPIO vs. JOSE SALAMAT…………………………………………….... 40
Article 1041
AMPARO S. CRUZ et al vs. ANGELITO S. CRUZ, et al……………………………. 41
Article 1042
Intestate Estate of the Late VITO BORROMEO vs. BORROMEO………………... 44
MARIANO RAMOS vs. EUGENIO MARQUEZ………………………………………. 47
Article 1043
DE VERA CERTEZA vs. VILLADOLID………………………………………………... 49
Intestate Estate of the Late VITO BORROMEO vs. BORROMEO………………… 50
Article 1044
MICHAEL GUY vs CA…………………………………………………………………….. 53
HINLO vs. DE LEON……………………………………………………………………… 55
~3~
Article 1045
DOLORESA. IGNACIO vs. FELISA MARTINEZ and JUAN MARTINEZ……..... 57
MICHAEL C. GUY vs. HON. COURT OF APPEALS………………………………... 60
Article 1046
GOVERNMENT OF THE PHILIPPINE ISLANDS vs. ABADILLA……………….. 63
PALAD vs. GOVERNOR OF QUEZON PROVINCE…………………………………. 66
Article 1047
RAMOS V. MARQUEZ…………………………………………………………………….. 68
HINLO V. DE LEON…………………………………………………………………......... 71
Article 1048
Article 1049
Intestate Estate of VITO BORROMEO vs. BORROMEO……………………………. 74
ANTONIO BALTAZAR vs. LORENZO LAXA……………………………………......... 75
Article 1050
REPUBLIC OF THE PHILIPPINES, vs. DAVID REY GUZMAN………………….. 78
AGAPITO HINLO vs. SATURNINA DE LEON……………………………………….. 80
Article 1051
DAMIANA INTO vs. MARIO VALLE, et al………………………………………………83
SIMEONA BARCELONA, et al. vs. HILARION BARCELONA……………….......... 85
Article 1052
LEVISTE vs. COURT OF APPEALS……………………………………………………... 87
Article 1053
MARIANO RAMOS vs. EUGENIO MARQUEZ………………………………………… 89
ELOY IMPERIAL vs. COURT OF APPEALS…………………………………………… 91
Article 1054
AGAPITO HINLO vs. SATURNINA DE LEON………………………………………… 93
INTESTATE ESTATE OF THE LATE VITO BORROMEO vs. BORROMEO…….. 96
Article 1055
Article 1056
REPUBLIC vs. GUZMAN……………………………………………………………… ….. 99
YUSAY vs. YUSAY GONZALES…………………………………………………….........
102
Article 1057
WENCESLA CACHO vs. JOHN G. UDAN, AND RUSTICO G. UDAN……………. 105
INTESTATE ESTATE OF THE LATE VITO BORROMEO vs. BORROMEO…….. 107
~4~
Adriano, Ernesto III B. Student Number 2017-
167488
Article 1015
Applicable
Facts:
Issue:
~5~
Whether or not Luz Lopez de Bueno have better right
on the other half of the estate by accretion
Ruling:
~6~
the disability to which Vicente F. Lopez was subject was not
a general disability to succeed but an accidental incapacity
to receive the legacy, a consideration which makes a case
for accretion rather than for intestate succession.
~7~
Adriano, Ernesto III B. Student Number 2017-
167488
Article 1015
Not Applicable
Facts:
~8~
Ceferino died in 1954, while Juana died in 1972. They
had five children, namely: Dorotea Cenon, Severino,
Victoriano and Antero.
~9~
When he sold to Roleda 4,092 square meters Parcel 2, he
effectively sold an extra 2,582-square meter portion which
rightfully pertains to the heirs of Ceferino and Juana as pro
indiviso owners. Accordingly, this 2,582-square meter
portion should be treated as his share in their parents’
estate that bars him from further participating in the
partition of the remaining portion of Parcel 2. Antero and the
defendants a quo, except for SEI and Roleda, separately
appealed the RTC’s January 25, 1994 decision with the CA.
Issue:
~ 10 ~
Ruling:
~ 11 ~
~ 12 ~
Bernabe, Khristienne Rian C. Student Number 2017-
101640
Article 1016
Facts:
Tomas Rodriguez executed his last will and testament
declaring Vicente F. Lopez and his daughter Luz Lopez de
Bueno as the only and universal heir to all his properties.
Prior to the time of the execution of this will, the testator,
Tomas Rodriguez, had been judicially declared incapable of
taking care of himself and had been placed under the care of
his cousin Vicente F. Lopez, as guardian. Only four days after
the will was made, Vicente F. Lopez died; and the testator,
Tomas Rodriguez, died thereafter. Margariat Lopez, a cousin
and nearest relative of the decedent, contested the will
claiming that she is entitled to half of the estate by intestate
estate. The will referred to, and after having been contested,
has been admitted to probate by judicial determination.
Issue:
Whether or not the property to be inherited by Vicente
Lopez is accredited to Luz Lopez de Bueno, who was the
other heir called to the same inheritance
Ruling:
Yes, the property is accredited to Luz Lopez de Bueno.
No testamentary provision shall be valid when made by
a ward in favor of his guardian before the final accounts of
the latter have been approved. This provision is of
undoubted application to the situation before us having the
effect that Vicente F. Lopez is incapacitated to inherit from
his ward, Tomas Rodriguez. Due to this, accretion will then
take place.
It is there declared, in effect, that accretion take place
in a testamentary succession, first when the two or more
~ 13 ~
persons are called to the same inheritance or the same
portion thereof without special designation of shares; and
secondly, when one of the persons so called dies before the
testator or renounces the inheritance or is disqualifying to
receive it.
In the case before us we have a will calling Vicente F.
Lopez and his daughter, Luz Lopez de Bueno, to the same
inheritance without special designation of shares. In addition
to this, one of the persons named as heir has predeceased
the testator, this person being also disqualified to receive
the estate even if he had been alive at the time of the
testator's death. This article is therefore also of exact
application to the case in hand; and its effect is to give to
the survivor, Luz Lopez de Bueno, not only the undivided half
which she would have received in conjunction with her father
if he had been alive and qualified to take, but also the half
which pertained to him. There was no error whatever,
therefore, in the order of the trial court declaring Luz Lopez
de Bueno entitled to the whole estate.
~ 14 ~
Bernabe, Khristienne Rian C. Student Number 2017-
101640
Article 1016
Facts:
Issue:
Ruling:
~ 16 ~
De Guzman, Michaela Student No. 10-
167474
Art 1017
Applicable
Ramon Del Rosario v. Clemente Del Rosario
G.R. No. 1027
Facts:
Issue:
Whether or not Don Ramon is entitled to the other half of
3,000 pesos when Enrique Gloria died by virtue of Right of
Accretion
Ruling:
~ 17 ~
De Guzman, Michaela Student No. 10-
167474
Art 1017
Applicable
Torres vs. Lopez
49 Phil 504
November 1, 1926
Facts:
On January 3, 1924, Tomas Rodriguez executed his
last will and testament, in the second clause of which he
declared:
Ruling:
There was accretion.
~ 18 ~
provisions the more general is to be considered as being
limited by the more specific. As between articles 912 and
983, it is obvious that the former is the more general of the
two, dealing, as it does, with the general topic of intestate
succession while the latter is more specific, defining the
particular conditions under which accretion takes place. In
case of conflict, therefore, the provisions of the former
article must be considered limited by the latter. Indeed, in
subsection 3 of article 912 the provision with respect to
intestate succession is expressly subordinated to article 983
by the expression "and (if) there is no right of accretion." It
is true that the same express qualification is not found in
subsection 4 of article 912, yet it must be so understood, in
view of the rule of interpretation above referred to, by which
the more specific is held to control the general. Besides, this
interpretation supplies the only possible means of
harmonizing the two provisions. In addition to this, article
986 of the Civil Code affords independent proof that
intestate succession to a vacant portion can only occur
when accretion is impossible.
~ 19 ~
~ 20 ~
Galita, Chloe Anne S. Student Number 2017-
167510
FACTS:
The present action involves a situation where one heir
was able - through the expedient of an extrajudicial
settlement that was written in a language that is not
understood by one of her co-heirs - to secure a share in the
estate of her parents that was greater than that of her
siblings, in violation of the principle in succession that heirs
should inherit in equal shares.
Thus, Antonia - represented in this case by her
surviving heirs - received two lots as against her siblings,
including respondent Concepcion, who respectively received
only one lot each in the subject 940 square-meter property.
This she was able to achieve through the subject 1986 deed
of extrajudicial settlement - which was written in English, a
language that was not known to and understood by
Concepcion given that she finished only Grade 3 elementary
education. With the help of Amparo, Antonia was able to
secure Concepcion's consent and signature without the
benefit of explaining the contents of the subject deed of
extrajudicial settlement. For this reason, Concepcion did not
have adequate knowledge of the contents and ramifications
of the subject deed of extrajudicial settlement; she was left
unaware of the sharing arrangement contained therein, and
realized it only when Antonia attempted to subdivide the
subject property in 1998, and the plan of subdivision survey
was shown to Concepcion- which revealed that Antonia
obtained two lots. Consequently, Concepcion filed Civil Case
No. 1380-98 SM on August 17, 1998.
ISSUE:
Whether or not the co-heirs were wrongfully deprived of
their rightful share to the estate of their parents;
HELD:
This is a simple case of exclusion in legal succession,
where co-heirs were effectively deprived of their rightful
share to the estate of their parents who died without a will -
~ 21 ~
by virtue of a defective deed of extrajudicial settlement or
partition which granted a bigger share to one of the heirs
and was prepared in such a wa y that the other heirs
would be effectively deprived of discovering and knowing its
contents.
While it is true that under the law, the children of the
deceased shall always inherit from him in their own right,
dividing the inheritance in equal shares, but in this case, two
of Concepcion's co-heirs renounced their shares in the
subject property; their shares therefore accrued to the
remaining co-heirs, in equal shares as well. Thus, in
accordance with Article 1018,in legal succession, the share
of the person who repudiates the inheritance shall always
accrue to his co-heirs.
~ 22 ~
~ 23 ~
Guilalas, Christian James S. Student Number
2017-167461
Article 1019
Facts:
~ 24 ~
the conclusion that the will of Tomas Rodriguez was valid,
notwithstanding the fact that one of the individuals named
as heirs in the will was disqualified to take, and that as a
consequence Margarita Lopez is entitled to inherit the share
of said disqualified heir.
Issue:
Ruling:
~ 25 ~
the former article must be considered limited by the latter.
Indeed, in subsection 3 of article 912 the provision with
respect to intestate succession is expressly subordinated to
article 983 by the expression "and (if) there is no right of
accretion." It is true that the same express qualification is
not found in subsection 4 of article 912, yet it must be so
understood, in view of the rule of interpretation above
referred to, by which the more specific is held to control the
general. Besides, this interpretation supplies the only
possible means of harmonizing the two provisions. In
addition to this, article 986 of the Civil Code affords
independent proof that intestate succession to a vacant
portion can only occur when accretion is impossible.
~ 26 ~
Guilalas, Christian James S. Student Number
2017-167461
Article 1019
Facts:
~ 27 ~
accretion established in the conditional legacy by Dionisio
Ynza under paragraph 5 of his will
Issue:
Ruling:
~ 28 ~
~ 29 ~
Manalastas, Jiathron O. Student Number
2017-116749
Article 1020
Facts:
Issue:
Held:
Yes.
~ 30 ~
the testator, the part pertaining to such heir will, upon the
subsequent death of the testator, go by accretion to the
coheir; and the additional circumstance that the
predeceasing heir was, at the time of the making of the will,
disqualified to take, by reason of his being then the legal
guardian of the testator with accounts unsettled, does not
make a case for intestate succession as to his part of the
estate.
~ 31 ~
Manalastas, Jiathron O. Student Number
2017-116749
Article 1020
Facts:
This she was able to achieve through the subject 1986 deed
of extrajudicial settlement — which was written in English, a
language that was not known to and understood by
Concepcion given that she finished only Grade 3 elementary
education.
~ 33 ~
the heir who renounced or could not receive it would have
had.
~ 34 ~
Santos, Toni Cassandra B. Student Number 2017-
167463
ARTICLE 1021
TORRES V. LOPEZ
November 1, 1926
FACTS:
ISSUE:
RULING:
~ 35 ~
Yes. Article 982 of the Civil Code defines the right of
accretion. It is there declared, in effect, that accretion take
place in a testamentary succession, first when the two or
more persons are called to the same inheritance or the same
portion thereof without special designation of shares; and
secondly, when one of the persons so called dies before the
testator or renounces the inheritance or is disqualifying to
receive it.
~ 36 ~
Santos, Toni Cassandra B. Student Number 2017-
167463
ARTICLE 1021
BELEN V. BPI
FACTS:
ISSUE:
RULING:
~ 37 ~
representation in favor of the more distant relatives.
Unquestionably, the testator was at liberty to provide a
series of successive substitutions in the order of proximity of
relationship to the original legatee. And he, likewise, was
free to ordain that the more distant descendants should
enjoy the right of representation as in intestate succession.
But to arrive at such conclusion, the Court must declare that
the testator had:
(2) That one of the persons thus called die before the
testator or renounce the inheritance, or be incapacitated to
receive it.
XXX
(c) Rejected finally the rule of Article 1022 (old Art. 986),
that vacancies in the free part should be filed according to
the rules of accretion or substitution (not representation);
and in default of these two, ultimately inherited by the
testator's own heirs intestate:
~ 38 ~
quoted. It was incumbent upon appellant to prove such
intention on the part of the testator; yet she has not done so.
~ 39 ~
Torculas, Joyce Liezel Q. Student Number 2017-
167495
ARTICLE 1022
APPLICABLE:
FACTS:
Father Rigor Pascual, a native of Victoria Tarlac, left a
will with named devisees constituting his nearest relatives,
his three (3) sisters namely, Florencia Rigor-Escobar, Belina
Rigor-Manaloto and Nestora Rigor-Quiambao, as well as his
cousin, FortunatoGamalinda. In addition, he devised the 44-
hectares of riclnd in favor of anyone of his nearest male
relatives who shall take the priesthood.
The lower court, in its order, approved the project
partition, directed that that after payment of all obligations
of the estate, the administrator should deliver to the
devisees their respective shares. During the administration
of the estate, no nephew claimed the devise, therefore the
testate proceeding remained pending. Subsequently, about
13 years after the approval of the project of partition, the
parish priest of Victoria filed a petition for the delivery of the
riceland to the church as trustee. The intestate heirs of Fr.
Rigor countered that the bequest be declared inoperative
and that they be adjudged as the person entitled to the said
riceland since no nearest male relative of the testator has
ever studied for the priesthood.
ISSUE:
Whether or not the subject property shall pass to the
legal hiers of the testator.
~ 40 ~
RULING:
Yes. The subject property, specifically the riceland shall
pass to the legal heirs of the testator.
~ 41 ~
Torculas, Joyce Liezel Q. Student Number 2017-
167495
Article 1022
APPLICABLE:
FACTS:
ISSUE:
~ 42 ~
RULING:
~ 43 ~
Urian, Joseph Andrew D. Student Number 2017-
167754
Article 1023
POSITIVE
FACTS:
~ 44 ~
It is seen that MatildeAramburu has paid Angel Ortiz by
reason of said judgment P65,308.92. As the eleventh part
corresponding to MatildeAramburu only amounted to
P31,381.21, plus interest thereon from the 1st of July, 1903,
until the time of payment, it appears that the creditor Ortiz
received, and that MatildeAramburu paid an excess of
P25,561.95.
ISSUE:
RULING:
~ 45 ~
to the form of such acceptance, the extent of their
respective liability would differ.
~ 46 ~
Urian, Joseph Andrew D. Student Number 2017-
167754
Article 1023
NEGATIVE
Gil Policarpiovs Jose Salamat
G.R. No. L-21809
FACTS:
In a duly probated last will and testament of Damasa
Crisostomo, she gave the naked ownership of a fishpond
owned by her, to her sister Teodorica de la Cruz while its
usufruct to the children of her cousins Antonio Perez, Patricia
Vicente and Canuto Lorenzo. The fishpond is situated at
Hagonoy, Bulacan.
The Children of Antonio Perez, Vicente and Canuto
Lorenzo turned out to be 14. The usufructuaries lease the
fishpond to Policarpio. As the days go by, some of the
usufructuaries died and Jose Salamat became the naked
owner. Salamat claims for the share from the said
usufructuaries.
ISSUE:
Whether or not Salamat has the right to claim for profits
from the fishpond.
RULING:
No, he possesses no right. The said usufructuaries are
declared to be entitled to the shares of the three deceased
usufructuaries and, as a corollary, appellees Gil Policarpio
and Batas Riego de Dios are ordered to pay to them the
money withheld by them respectively representing the
shares of the deceased usufructuaries.
There is accretion among usufructuaries who are constituted
at the same time when one of them dies before the end of
the usufruct.
~ 47 ~
~ 48 ~
Adriano, Ernesto III B. Student Number 2017-
167488
Article 1041
Not Applicable
Facts:
~ 49 ~
delineated therein with particularity. Under Sec. 5 Rule 8,
fraud must be alleged specifically, not generally.
Nonetheless, apart from such allegations, no clear and
convincing evidence was presented by plaintiffs. For one,
while plaintiff Concepcion Cruz. Enriquez is admittedly only
grade 3 and could hardly understand English as what is
written in the extra-judicial settlement which was not even
allegedly fully explained to her, it appears that she can
absolutely read and write, and understand English albeit not
fully. And as she is deeply interested in her inheritance
share, she is aware of the import and consequences of what
she executed and signed. For the past 10 years, there is no
way she could feign ignorance of the alleged fraud and make
passive reactions or complaint thereof. Being adversely
interested in the property, her apprehensions were purely in
the state of her mind, if not unilateral and afterthought.
Issue:
Ruling:
~ 50 ~
No, the extra-judicial settelement was void because the
consent of concepcion was obtain through fraud.
~ 51 ~
~ 52 ~
Bernabe, Khristienne Rian C. Student Number 2017-
101640
Article 1042
Facts:
Issue:
Ruling:
Yes, it does.
~ 54 ~
retroacts to the moment of the death, in accordance with
article 989 of the Civil Code. The right is vested, although
conditioned upon the adjudication of the corresponding
hereditary portion." The heirs, therefore, could waive their
hereditary rights in 1967 even if the order to partition the
estate was issued only in 1969.
~ 55 ~
~ 56 ~
Bernabe, Khristienne Rian C. Student Number 2017-
101640
Article 1042
Facts:
Issue:
Ruling:
~ 58 ~
~ 59 ~
De Guzman, Michaela Student No. 10-
167474
Art 1043
Applicable
De Vera Certeza vs. Villadolid
55 OG 3857
December 18, 1958
Facts:
Patricio Bailon, executed on December 31, 1924 a last
will and testament wherein it is declared that he and his wife
has no forced heir. He instituted his wife, Tomasa Raqueno
Bautista, as the sole heir of his estate and appointing her as
his executrix.
On April 2, 1945 Patrio Bailon died. Special proceeding
for the probate of the last will and testament was
commenced by his wife, Tomasa. However about three
months before the final distribution of the estate Tomasa
died. Her death was never reported in the testate
proceeding.
The administrator of Patricio delivered to the heir of
Tomasa the estate. However it was opposed by Villadolid,
the alleged illegitimate son of Patricio. Villadolid contended
that Tomasa died before she was declared by the court as
the heir of the estate and that she had never before
expressed her acceptance of the inheritance. For these
reasons, Tomasa had not acquired right to the estate of the
deceased.
Issue: Whether or not Tomasa had acquired right to the
inheritance even if she had not expressed his acceptance
Ruling:
Yes, Tomasa had acquired right to the inheritance even
if she had not expressed his acceptance.
The condition required under Art. 1043 of the Civil Code
which is reproduced from Art. 991 of the former Civil code
are: The heir must be certain of (1) the death of the
decedent and (2) his right to the inheritance.
The death of Patricio Bailon is established. There can
be no question, as to the right of Tomasa to inherit the
estate of the deceased because she was designated in the
last will and testament as the sole heir to the estate.
Hence, the conditions required under Art 1043 are
present.
~ 60 ~
~ 61 ~
De Guzman, Michaela Student No. 10-
167474
Art 1043
Not Applicable
FACTS:
Fortunato claimed a portion of the legitimes being an
illegitimate son of the deceased. He presented the Waiver of
Hereditary Rights supposedly signed by the rest of the
Borromeo’s. In the waiver of the 9 heirs relinquished to
Fortunato their shares in the disputed estate.
~ 62 ~
whom he is to inherit and that he must be certain of his right
to the inheritance. He points out that at the time of the
signing of the waiver document on July 31, 1967, the
signatories to the waiver document were certain that Vito
Borromeo was already dead as well as of their rights to the
inheritance as shown in the waiver document itself.
ISSUE:
RULING
~ 63 ~
trial court on August 15, 1969; (3) On June 29, 1968, the
petitioner, among others, signed a document entitled Deed
of Assignment" purporting to transfer and assign in favor of
the respondent and Tomas and Amelia Borromeo all her
(Patrocinio B. Herrera's) rights, interests, and participation as
an intestate heir in the estate of the deceased Vito
Borromeo. The stated consideration for said assignment was
P100,000.00; (4) On the same date, June 29, 1968, the
respondent Tomas, and Amelia Borromeo (assignees in the
aforementioned deed of assignment) in turn executed a
"Deed of Reconveyance" in favor of the heirs-assignors
named in the same deed of assignment. The stated
consideration was P50,000.00; (5) A Cancellation of Deed of
Assignment and Deed of Reconveyance was signed by
Tomas Borromeo and Amelia Borromeo on October 15, 1968,
while Fortunato Borromeo signed this document on March
24, 1969.
~ 64 ~
Galita, Chloe Anne S. Student Number 2017-
167510
Michael Guy vs CA
FACTS:
ISSUE:
HELD:
~ 65 ~
Any inheritance left to minors or incapacitated
persons may be accepted by their parents or
guardians. Parents or guardians may repudiate
the inheritance left to their wards only by judicial
authorization.
~ 66 ~
~ 67 ~
Galita, Chloe Anne S. Student Number 2017-
167510
FACTS:
ISSUE:
HELD:
~ 68 ~
property, if they had acquired or accepted it as an
inheritance, but not a greater amount, it being unlawful to
levy upon their own property in execution of judgment,
inasmuch as, according to law, since they were minors in
1897, they could receive such inherited property in no other
manner than under benefit of inventory, and the benefit of
inventory is for the purpose of avoiding a confusion of the
heir's own property with that of his predecessor in interest
which he has inherited.
~ 69 ~
Guilalas, Christian James S. Student Number
2017-167461
Article 1045
Facts:
Issue:
~ 70 ~
(1) Whether or not Crispulo Martinez accepted the
inheritance in this case
Ruling:
~ 72 ~
Guilalas, Christian James S. Student Number
2017-167461
Aricle 1045
Facts:
Issue:
~ 73 ~
Whether or not the repudiation of inheritance is valid in
this case
Ruling:
~ 74 ~
Parents and guardians may not therefore repudiate the
inheritance of their wards without judicial approval. This is
because repudiation amounts to an alienation of property
which must pass the court's scrutiny in order to protect the
interest of the ward. Not having been judicially authorized,
the Release and Waiver of Claim in the instant case is void
and will not bar private respondents from asserting their
rights as heirs of the deceased.
~ 75 ~
~ 76 ~
Manalastas, Jiathron O. Student Number
2017-116749
Article 1046
Facts:
~ 77 ~
During the pendency of the action an agreement was
arrived at by the parties under which the land which now
constitutes lots Nos. 3464 and 3469 were turned over to the
municipality as its share of the inheritance under the will,
and the remaining portion of the land in controversy and
which now forms lot No. 3470 was left in the possession of
Dorotea Lopez.
Issue:
~ 78 ~
Held:
~ 79 ~
Manalastas, Jiathron O. Student Number
2017-116749
Article 1046
Facts:
That the said trust was duly fulfilled upon the complete
establishment in or about 1932 of a high school now known
as “Luis Palad High School” in the town of Tayabas financed
with the income of said lots and is actually self-supporting,
that the town of Tayabas has been enjoying the income of
the said lots as beneficiary for the last 54 years since
November 9, 1904 up to the present time (when complaint
was filed), while the defendant provincial governor continues
to be the trustee and/or administrator of the two lots in
violation of Article 605 of the Civil Code.
~ 80 ~
from 1932, and to turn over the funds under his trusteeship
to the plaintiffs, (2) terminating or dissolving the trusteeship.
Issue:
Held:
~ 81 ~
~ 82 ~
Santos, Toni Cassandra B. Student Number 2017-
167463
ARTICLE 1047
RAMOS V. MARQUEZ
April 1, 1908
FACTS:
~ 83 ~
ISSUE:
RULING:
~ 84 ~
ART. 1006. Upon the death of the heir, without having
accepted or repudiated the inheritance, the rights he may
have had are transmitted to his heirs.
~ 85 ~
~ 86 ~
Santos, Toni Cassandra B. Student Number 2017-
167463
ARTICLE 1047
HINLO V. DE LEON
January 7, 1911
FACTS:
~ 87 ~
and not property left by his deceased parents, nor by the
latter's heirs.
ISSUE:
RULING:
~ 88 ~
acceptance of the inheritance, inasmuch as thereby they
had not assumed the title or capacity of heirs; (4) that the
fact that the said children consented to the judgment in so
far as concerned the sale of the property mortgaged by their
parents does not mean that they also agree to pay all
shortage not covered by the amount realized from such sale,
especially if, besides the mortgaged property, they have not
received, preserved or administered other property of their
parents' estate; (5) that if the parents left other property not
acquired or accepted as an inheritance by these children, no
action can be maintained against the latter with a view of
bringing such property under execution, as they have not
contracted any personal obligation with regard to it, not
having received it as an inheritance; (6) that, in an identical
case, judgment could only be enforced against them for the
recovery of an amount equal to the value of the said
property, if they had acquired or accepted it as an
inheritance, but not a greater amount, it being unlawful to
levy upon their own property in execution of judgment,
inasmuch as, according to law, since they were minors in
1897, they could receive such inherited property in no other
manner than under benefit of inventory, and the benefit of
inventory is for the purpose of avoiding a confusion of the
heir's own property with that of his predecessor in interest
which he has inherited.
~ 89 ~
~ 90 ~
Urian, Joseph Andrew D. Student Number 2017-
167754
Article 1049
POSITIVE
FACTS:
Fortunato claimed a portion of the legitime being an
illegitimate son of the deceased, by incorporating a Waiver
of Hereditary Rights supposedly signed by the rest of the
Borromeo’s. In the waiver, of the 9 heirs relinquished to
Fortunato their shares in the disputed estate.
The Petitioners opposed this Waiver for the reason that
it is without force and effect because there can be no
effective waiver of hereditary rights before there has benn a
valid acceptance of the inheritance from the heirs who
intended to transfer the same.
ISSUE:
Whether or not a Waiver of Hereditary Rights can be
executed without a valid acceptance from the heirs in
question.
RULING:
Yes, the prevailing jurisprudence on waiver of
hereditary rights is that “the properties included in an
existing inheritance cannot be considered as belonging to
third persons with respect to the heirs, who by fiction of law
continue the personality of the former. The heirs succeed the
deceased by the mere fact of death.”
More or less, time may elapse from the moment of the
death of the deceased until the heirs enter into possession of
the hereditary property, but the acceptance in any event
retroacts to the moment of the death, in accordance with
Art. 989 of the Civil Code. The right is vested, although
~ 91 ~
conditioned upon the adjudication of the corresponding
hereditary portion.
~ 92 ~
Urian, Joseph Andrew D. Student Number 2017-
167754
Aricle 1049
POSITIVE
FACTS:
Paciencia was a 78 years old spinster when she made
her last will and testament. The will, executed in the house
of retired Judge Limpin, was read to Paciencia twice. After
which, Paciencia expressed in the presence of the
instrumental witnesses that the document is her last will and
testament. She then affixed her signature at the end of the
said document on page 3 and then on the left margin of
pages 1, 2 and 4.
Without any children, brothers or sisters, Paciencia
bequeathed all her properties to respondent Lorenzo Laxa
and his wife Corazon Laza and their children, Lorenzo is
Paciencia’s nephew whom she treated as her own son.
Lorenzo treated Paciencia as his own mother.
Six days after the execution of the Will, Paciencia left
for USA. There, she resided with Lorenzo and his family until
her death on Jan. 4, 1996. In the interim, the Will remained
in the custody of Judge Limpin.
4 years after the death of Paciencia, Lorenzo filed a
petition with the RTC of Guagua, Pampanga for the probate
of the Will of Paciencia and for the issuance of Letters of
Administration in his favor.
One of petitioners, Antonio Baltazar filed an opposition
to Lorenzo’s petition. Antonio claimed that the properties
subject of Paciencia’sWill belong to NicomedaMangalindan,
his predecessor-in-interest; hence, Paciencia had no right to
bequeath them to Lorenzo.
Also, Rosie Mateo testified that Paciencia is in the state
of being “mangulyan” or forgetful making her unfit for
executing a will and that the execution of the will had been
procured by undue and improper pressure and influence.
~ 93 ~
Petitioners also opposed the issuance of the Letters of
Administration in Lorenzo’s favor arguing that Lorenzo was
disqualified to be appointed as such, he being a citizen and
resident of the USA. Petitioners prayed that Letters of
Administration be instead issued in favor of Antonio.
The RTC denies the petition for probate of the will and
concluded that when Paciencia signed the will, she was no
longer possessed of the sufficient reason or strength of mind
to have the testamentary capacity.
On appeal, CA reversed the decision of the RTC and
granted the probate of the will. The petitioner went up to SC
for a petition for review on Certiorari.
ISSUES:
1) Whether the authenticity and due execution of the
will was sufficiently established to warrant its
allowance for probate.
RULING:
1) Yes. A careful examination of the face of the Will
shows faithful compliance with the formalities laid down
by law. The signatures of the testatrix, her instrumental
witnesses and the notary public, are all present and
evident on the Will.
~ 94 ~
forgetful does not necessarily make a person mentally
unsound so as to render him unfit to execute a Will.
~ 95 ~
Adriano, Ernesto III B. Student Number 2017-
167488
Article 1050
Not Applicable
Facts:
Issue:
Ruling:
~ 97 ~
~ 98 ~
Adriano, Ernesto III B. Student Number 2017-
167488
Article 1050
Not Applicable
Facts:
~ 99 ~
of AgapitoHinlo, and not property left by his deceased
parents, nor by the latter's heirs;
Issue:
Ruling:
~ 100 ~
had not assumed the title or capacity of heirs; (4) that the
fact that the said children consented to the judgment in so
far as concerned the sale of the property mortgaged by their
parents does not mean that they also agree to pay all
shortage not covered by the amount realized from such sale,
especially if, besides the mortgaged property, they have not
received, preserved or administered other property of their
parents' estate; (5) that if the parents left other property not
acquired or accepted as an inheritance by these children, no
action can be maintained against the latter with a view of
bringing such property under execution, as they have not
contracted any personal obligation with regard to it, not
having received it as an inheritance; (6) that, in an identical
case, judgment could only be enforced against them for the
recovery of an amount equal to the value of the said
property, if they had acquired or accepted it as an
inheritance, but not a greater amount, it being unlawful to
levy upon their own property in execution of judgment,
inasmuch as, according to law, since they were minors in
1897, they could receive such inherited property in no other
manner than under benefit of inventory, and the benefit of
inventory is for the purpose of avoiding a confusion of the
heir's own property with that of his predecessor in interest
which he has inherited.
~ 101 ~
~ 102 ~
Bernabe, Khristienne Rian C. Student Number 2017-
101640
Article 1051
Facts:
~ 103 ~
Issue:
Ruling:
~ 104 ~
~ 105 ~
Bernabe, Khristienne Rian C. Student Number 2017-
101640
Article 1051
Facts:
~ 106 ~
conveyance or renunciation should be evidenced by a
written instrument and made in a public instrument.
Issue:
Whether or not the renunciation should be in writing
and in a public instrument
Ruling:
No, it does not have to be in writing.
The rule that it should be in writing is really wise, if not
necessary, for otherwise, thousands and thousands of oral
partitions made among heirs in our rural communities,
involving unregistered properties of relatively small value,
would have to be declared null and void. However,it is of
general knowledge that in the provinces, specially in the
barrios, when a person dies leaving small parcels of land not
included in the Torrens System of registration, either
through ignorance of the law or in order to avoid expenses in
the way of legal services, notarial fees, and fees of
registration, the heirs merely come together, make a list of
the properties included in the estate, pay off small debts and
sums advanced by some of the heirs, specially for expenses
incurred during the last illness of the decedent and for his
funeral, and then proceed to assign to each one his share of
the estate, even taking into account the last instructions and
wishes of the decedent. So far, this practice has been found
to be not only convenient and inexpensive, but even
advisable, and is accepted by the people, and we find no
good reason for disturbing said practice. Now, when valuable
properties, specially those covered by certificates of title, are
involved in the partition, perhaps strict compliance with the
law may be advisable, even necessary.
However, we find and hold that the oral partition or
renunciation of inheritance by Simeona Barcelona for that
portion of the conjugal property belonging to her deceased
sister Leoncia, is valid and binding upon her. Not so with
respect to Quirico and Teodora. If they were minors at the
time of the oral partition, their father, Aniceto San Gabriel,
not being a judicial guardian duly appointed by the court and
lacking judicial authority, could not validly make the
renunciation or consent to the partition on behalf of his
minor children; and if, as insinuated, Quirico and Teodora
were no longer minors at that time, then they cannot be
~ 107 ~
bound by said partition or renunciation for the simple reason
that they did not take part in it.
~ 108 ~
De Guzman, Michaela Student No. 10-
167474
Article 1052
Not applicable
FACTS:
On September 7, 1963 Rosa Del Rosario engaged the
services of the Leviste, a practicing lawyer, to represent her
in the petition for probate of the holographic will of late
Maxima C. Reselva. Under the will, a piece of real property
was bequeathed to Del Rosario. It was agreed that
petitioner’s contigent fee would be 35% of the property that
Del Rosario may receive upon the probate of the will.
~ 109 ~
authorize them to accept it in the name of
the heir.
ISSUE:
of the deceased
Ruling:
~ 110 ~
~ 111 ~
Galita, Chloe Anne S. Student Number 2017-
167510
FACTS:
ISSUE:
~ 112 ~
son, Angelina Marquez, Mariano's mother, on the assumption
that the latter died intestate
HELD:
~ 113 ~
~ 114 ~
Galita, Chloe Anne S. Student Number 2017-
167510
FACTS:
~ 115 ~
ISSUE:
HELD:
Article 1054
Facts:
Issue:
~ 117 ~
whether or not the legitimate children of Hinlo and
Jamandre accepted as inheritance the property left by the
latter
Ruling:
1. The heir shall not be bound to pay the debts and other
charges on the inheritance except in so far as the property
of the same may go.
~ 118 ~
same time, the title and character of heir have not been
assumed.
~ 119 ~
inheritance, but not a greater amount, it being unlawful to
levy upon their own property in execution of judgment,
inasmuch as, according to law, since they were minors in
1897, they could receive such inherited property in no other
manner than under benefit of inventory, and the benefit of
inventory is for the purpose of avoiding a confusion of the
heir's own property with that of his predecessor in interest
which he has inherited.
Aricle 1054
Facts:
~ 120 ~
legitime of an acknowledged natural child. He asserted and
incorporated a Waiver of Hereditary Rights dated July 31,
1967, supposedly signed by Pilar N. Borromeo, Maria B.
Putong, Jose Borromeo, Canuto V. Borromeo, Jr., Salud
Borromeo, Patrocinio Borromeo-Herrera, Marcial Borromeo,
Asuncion Borromeo, Federico V. Borromeo, Consuelo B.
Morales, Remedios Alfonso and Amelinda B. TalamIn the
waiver, five of the nine heirs relinquished to Fortunato their
shares in the disputed estate. The motion was opposed on
the ground that the trial court, acting as a probate court, had
no jurisdiction to take cognizance of the claim; that
respondent Fortunato Borromeo is estopped from asserting
the waiver agreement; that the waiver agreement is void as
it was executed before the declaration of heirs; that the
same is void having been executed before the distribution of
the estate and before the acceptance of the inheritance; and
that it is void ab initio and inexistent for lack of subject
matter.
Issue:
Ruling:
~ 121 ~
they submitted a proposal for the amicable settlement of the
case. In that Compliance, they proposed to concede to all
the eight (8) intestate heirs of Vito Borromeo all properties,
personal and real, including all cash and sums of money in
the hands of the Special Administrator, as of October 31,
1967, not contested or claimed by them in any action then
pending in the Court of First Instance of Cebu. In turn, the
heirs would waive and concede to them all the contested
lots. In this document, the respondent recognizes and
concedes that the petitioner, like the other signatories to the
waiver document, is an heir of the deceased Vito Borromeo,
entitled to share in the estate. This shows that the "Waiver
of Hereditary Rights" was never meant to be what the
respondent now purports it to be. Had the intent been
otherwise, there would not be any reason for Fortunato,
Tomas, and Amelia Borromeo to mention the heirs in the
offer to settle the case amicably, and offer to concede to
them parts of the estate of the deceased; (2) On April 21 and
30, 1969, the majority of the declared heirs executed an
Agreement on how the estate they inherited shall be
distributed. This Agreement of Partition was approved by the
trial court on August 15, 1969; (3) On June 29, 1968, the
petitioner, among others, signed a document entitled Deed
of Assignment" purporting to transfer and assign in favor of
the respondent and Tomas and Amelia Borromeo all her
(Patrocinio B. Herrera's) rights, interests, and participation as
an intestate heir in the estate of the deceased Vito
Borromeo. The stated consideration for said assignment was
P100,000.00; (4) On the same date, June 29, 1968, the
respondent Tomas, and Amelia Borromeo (assignees in the
aforementioned deed of assignment) in turn executed a
"Deed of Reconveyance" in favor of the heirs-assignors
named in the same deed of assignment. The stated
consideration was P50,000.00; (5) A Cancellation of Deed of
Assignment and Deed of Reconveyance was signed by
Tomas Borromeo and Amelia Borromeo on October 15, 1968,
while Fortunato Borromeo signed this document on March
24, 1969.
~ 122 ~
Santos, Toni Cassandra B. Student Number 2017-
167463
REPUBLIC V. GUZMAN
FACTS:
~ 123 ~
half (1/2) of David's interest in each of the subject parcels of
land be forfeited in its favor.
ISSUE:
RULING:
~ 124 ~
subject property from Simeon's estate. Hence, the two (2)
quitclaim deeds which she executed eleven (11) years after
she had accepted the inheritance have no legal force and
effect.
~ 125 ~
Santos, Toni Cassandra B. Student Number 2017-
167463
FACTS:
ISSUE:
RULING:
~ 127 ~
In view if all these favors, it is understandable why Lilia
was prevailed upon to agree to the project of partition, and
consented to forever renounce the full rights of the law gave
her as an heir.She renounced and relinquished not only the
right to claim any other right of inheritance but also the right
to rescind said agreement. And it is hard to understand how
a person can agree to such full and complete renunciation or
relinquishment of rights if he or she is fully realized the
meaning thereof.
Lilia did not realize at the same time that she was being
deprived of about 9/10 of her hereditary share. Jose did not
show her any inventory of the properties of the estate. He
included in the project of partition only 93 parcels of land
with an area of about 400 hectares, omitting about 92
parcels with an extension of about 505 hectares. In the
course of the hearing, Jose told the court that his father left
less than P100 in the bank, for which reason he did not
include the same in the project of partition. This statement
of Jose was later refuted by the certificate of the manager of
the Philippine National Bank, Iloilo Branch who upon order of
the court issued a certification stating that Matias Yusay had
a demand deposit account with an outstanding balance of
P500 and a savings account with an outstanding balance of
P8,358.46. Therefore, Lilia’s acceptance of her inheritance
may be impugned.
~ 128 ~
~ 129 ~
Torculas, Joyce Liezel Q. Student Number 2017-
167495
ARTICLE 1057
Within thirty days after the court has issued an order for the
distribution of the estate in accordance with the Rules of
Court, the heirs, devisees and legatees shall signify to the
court having jurisdiction whether they accept or repudiate
the inheritance.
APPLICABLE:
FACTS:
~ 130 ~
Zambales issued an Order disallowing these two oppositions
for lack of interest in the estate. On its appeal, the oppositor
argued that although Francisco survive his mother, the latter
did not actually acquire the said property because of his
failure to accept it.
ISSUE:
RULING:
~ 131 ~
Torculas, Joyce Liezel Q. Student Number 2017-
167495
Article 1057
FACTS:
ISSUE:
RULING:
~ 134 ~