Succession Part 14 Digests
Succession Part 14 Digests
Succession Part 14 Digests
SECTION 6
Article 1083. Every co-heir has a right to demand the division of the
Partition and Distribution of the Estate
estate unless the testator should have expressly forbidden its partition,
in which case the period of indivision shall not exceed twenty years as
SUBSECTION 1. Partition
provided in article 494. This power of the testator to prohibit division
applies to the legitime.
Article 1078. Where there are two or more heirs, the whole estate of
the decedent is, before its partition, owned in common by such heirs, Even though forbidden by the testator, the co-ownership terminates
subject to the payment of debts of the deceased. (n)
when any of the causes for which partnership is dissolved takes place,
or when the court finds for compelling reasons that division should be
Article 1079. Partition, in general, is the separation, division and ordered, upon petition of one of the co-heirs. (1051a)
should be complied with, and until it is known that the condition has
not been fulfilled or can never be complied with, the partition shall be
A parent who, in the interest of his or her family, desires to keep any
understood to be provisional. (1054a)
of the co-heirs things of the same nature, quality and kind. (1061)
inventory of the property of the estate, after notifying the co-heirs, the
creditors, and the legatees or devisees. (1057a)
heirs, the title shall be delivered to the one having the largest interest,
and authentic copies of the title shall be furnished to the other co-heirs
at the expense of the estate. If the interest of each co-heir should be
the same, the oldest shall have the title. (1066a)
Read:
1. Reyes v. Barretto Datu, 19 SCRA 85
2. Guico v. Bautista, 110 SCRA 584
3. Acap v. CA, 251 SCRA 30
4. Vicente Uriarte v. CFI of Negros Occidental, 33 SCRA 252
5. Rodolfo V. Jao v. CA, 382 SCRA 407
6. Adriano v. Obleada, 58 Phil 302
7. Mercado v. Magtibay, 96 Phil 383
SUCCESSION Part 14 Digests Page 3 of 53
Bulacan, covered by Transfer Certificate of Title No. T-13734 of the
Land Records of this Province, being the share of petitioner's wards
Case #1: TIRSO T. REYES, as guardian of the minors, Azucena, Azucena, Flordelis, and Tirso Jr as minor heirs of the deceased Salud
Flordelis and Tirso, Jr. all surnamed Reyes y Barretto, plaintiff- Barretto, widow of petitioner Tirso Reyes, guardian of said minors was
appellant, vs. LUCILA MILAGROS BARRETTO DATU, defendant- filed.
With Tirso’s action for recovery, Milagros was prompted to set up her
FACTS: Bibiano Barretto married Maria Gerardo and they acquired a right of ownership, not only of the fishpond under litigation, but of all
vast estate consisting of real properties covered by their respective the other properties willed and delivered to Salud , for being a spurious
TCTs. However, when Bibiano died in 1936, he had a will wherein he heir, and not entitled to any share in Bibiano’s estate, thereby directly
left his share of these properties to Salud Barreto (wife of petitioners attacking the validity of the project of partition and the decision
Tirso Reyes and mother of Azucena, Flordelis and Tirso Jr.) and pertaining to it.
no evidence was taken of the filiation of the heirs, nor were any
findings of fact or law made, the decree of distribution can have no Salud Barretto admittedly had been instituted heir in the late Bibiano
greater validity than that of the basic partition, and must stand or fall Barretto's last will and testament together with defendant Milagros;
with it, being in the nature of a judgment by consent, based on a hence, the partition had between them could not be one such had with
compromise. Saminiada vs. Mata, 92 Phil. 426, is invoked in support of a party who was believed to be an heir without really being one, and
the proposition. That case is authority for the proposition that a was not null and void under said article. The legal precept (Article
judgment by compromise may be set aside on the ground of mistake 1081) does not speak of children, or descendants, but of heirs (without
or fraud, upon petition led in due time, where petition for "relief was led distinction between forced, voluntary or intestate ones), and the fact
before the compromise agreement, a proceeding, was that Salud happened not to be a daughter of the testator does not
consummated" (cas. cit. at p. 436). Defendant-appellee further pleads preclude her being one of the heirs expressly named in his testament;
that as her mother and guardian (Maria Gerardo) could not have for Bibiano Barretto was at liberty to assign the free portion of his
ignored that the distributee Salud was not her child, the act of said estate to whomsoever he chose. While the share (1/2) assigned to
widow in agreeing to the oft-cited partition and distribution was a fraud Salud impinged on the legitime of Milagros, Salud did not for that
on appellee's rights and entitles her to relief.
reason cease to be a testamentary heir of Bibiano Barretto. Nor does
the fact that Milagros was allotted in her father's will a share smaller
PETITIONER’S CONTENTION: Tirso points out that Article 1081 of than her legitime invalidate the institution of Salud as heir, since there
the old Civil Code has been misapplied to the present case by the was here no preterition, or total omission, of a forced heir. For this
court below.
reason, Neri vs. Akutin, 72 Phil. 322, invoked by appellee, is not at all
applicable, that case involving an instance of preterition or omission of
ISSUE: Whether the partition between Salud and Milagros is valid and children of the testator's former marriage.
binding?
disputed during the settlement of the estate of the testator. There can
be no compromise over issues not in dispute. And while a compromise Sec. 640. Estate, How Administered. — When a will is thus allowed,
over civil status is prohibited, the law nowhere forbids a settlement by the court shall grant letters testamentary, or letters of administration
the parties over the share that should correspond to a claimant to the with the will annexed, and such letters testamentary or of
estate.
administration, shall extend to all the estate of the testator in the
Philippine Islands.Such estate, after the payment of just debts and
At any rate, independently of a project of partition which, as its own expenses of administration, shall be disposed of according to such
name implies, is merely a proposal for distribution of the estate that the will, so far as such will may operate upon it; and the residue, if any,
court may accept or reject, it is the court alone that makes the shall be disposed of as is provided by law in cases of estates in these
distribution of the estate and determines the persons entitled thereto Islands belonging to persons who are inhabitants of another state or
and the parts to which each is entitled (Comia vs. Reyes, 63 Phil. 629, country." (Italics supplied)
643; Act 190, Section 750; Rule 90, Rules of 1940 ; Rule 91, Revised
Rules of Court), and it is that judicial decree of distribution, once nal, That defendant Milagros Barretto was a minor at the time the probate
that vests title in the distributees. If the decree was erroneous or not in court distributed the estate of her father in 1939 does not imply that
conformity with law or the testament, the same should have been the said court was without jurisdiction to enter the decree of
corrected by opportune appeal; but once it had become nal, its distribution. So that it is now incontestable that appellee Milagros
binding effect is like that of any other judgment in rem, unless properly Barretto was not only made a party by publication but actually
set aside for lack of jurisdiction or fraud. It is thus apparent that where appeared and participated in the proceedings through her guardian:
a court has validly issued a decree of distribution of the estate, and the she, therefore, can not escape the jurisdiction of the Manila Court of
same has become final, the validity or invalidity of the project of First Instance which settled her father's estate.
In the first place, there is no evidence that when the estate of Bibiano
In the case before us, however, the agreement of partition was not only Barretto was judicially settled and distributed appellants' predecessor,
ratified by the court's decree of distribution, but actually Salud Lim Boco Barretto, knew that she was not Bibiano's child; so
consummated, so much so that the titles in the name of the deceased that if fraud was committed, it was the widow, Maria Gerardo, who was
were cancelled, and new certi cates issued in favor of the heirs, long solely responsible, and neither Salud nor her minor children, appellants
before the decree was attacked. Hence, Saminiada vs. Mata does not herein, can be held liable therefor. In the second place, granting that
apply.
there was such fraud, relief therefrom can only be obtained within 4
years from its discovery, and the record shows that this period had
Moreover, the defendant-appellee's argument would be plausible if it elapsed long ago.
were shown that the sole basis for the decree of distribution was the
project of partition. But, in fact, even without it, the distribution could Because at the time of the distribution Milagros Barretto was only 16
stand, since it was in conformity with the probated will of Bibiano years old (Exhibit 24), she became of age ve years later, in 1944. On
Barretto, against the provisions whereof no objection had been made. that year, her cause of action accrued to contest on the ground of
SUCCESSION Part 14 Digests Page 6 of 53
fraud the court decree distributing her father's estate and the four-year
period of limitation started to run, to expire in 1948 (Section 43, Act
190). In fact, conceding that Milagros only became aware of the true Case #2: DOLORES B. GUICO, ET AL., plaintiffs and appellants, vs.
facts in 1946 (Appellee's Brief, p. 27), her action still became extinct in PABLO G. BAUTISTA, ET. AL., defendants and appellees. [G.R. No.
1950. Clearly, therefore, the action was already barred when in August L-14921. December 31, 1960.]
31, 1956 she led her counterclaim in this case contesting the decree of
distribution of Bibiano Barretto's estate.
FACTS: Mariano Bautista married Gertrudes Garcia. Mariano died
intestate in 1947 and his properties were extrajudicially partitioned
In order to evade the statute of limitations, Milagros Barretto among his heirs. Gertrudes died intestate as well in 1956, leaving
introduced evidence that appellant Tirso Reyes had induced her to petitioners Dolores Guico et al and respondents Pablo Bautista et al
delay ling action by verbally promising to reconvey the properties (who are her grandchildren) as her legitimate heirs. During her lifetime,
received by his deceased wife, Salud. There is no reliable evidence of Gertrudes made several deeds of donations of her properties in favor
the alleged promise, which rests exclusively on the oral assertions of of Pablo et al. In the deeds of donation, it did not provide that the
Milagros herself and her counsel. In fact, the trial court made no properties donated would not be subject to collation, so that the
mention of such promise in the decision under appeal. Even more: donees are legally bound to bring into the mass of the estate by way of
granting arguendo that the promise was made, the same can not bind collation the value of the properties received by them in order that the
the wards, the minor children of Salud, who are the real parties in net hereditary estate may be divided equally among the heirs; and that
interest. An abdicative waiver of rights by a guardian, being an act of the deceased Gertrudes Garcia left outstanding obligations to the
disposition, and not of administration, can not bind his wards, being Rehabilitation Finance Corporation and the G. A. Machineries, Inc.
null and void as to them unless duly authorized by the proper court Later, an action for liquidation and partition of the estate left by the
(Ledesma Hermanos vs. Castro, 55 Phil. 136, 142).
spouses Mariano and Gertrudes filed on October 20, 1956 by Dolores
et al., against Pablo G. Bautista, et al.
In response, Pablo et al filed a motion to dismiss alleging, among other
things, that Dolores’ action was premature because it is admitted in
the complaint that deceased Getrudes left certain debts.
There is no question that the law allowance the partition of the estate
of a deceased person by the heirs, extrajudicially or through an
ordinary action for partition, without the ling of a special proceeding
and the appointment of an administrator for the purpose of the
SUCCESSION Part 14 Digests Page 8 of 53
Case #3: TEODORO ACAP, petitioner, vs. COURT OF APPEALS and Teodoro refused to pay any further lease rentals on the land, prompting
EDY DE LOS REYES, respondents. [G.R. No. 118114. December 7, Edy to seek the assistance of the then Ministry of Agrarian Reform
1995.]
(MAR) in Hinigaran, Negros Occidental. The MAR invited Teodoro to a
conference scheduled on 13 October 1983, which he did not attend
FACTS: The title to Lot No. 1130 of the Cadastral Survey of Hinigaran, personally but sends his wife instead. During the meeting, an officer of
Negros Occidental was evidenced by OCT No. R-12179. The lot has the Ministry informed Acap's wife about Edy's ownership of the said
an area of 13,720 sq. meters. The title was issued and is registered in land but she stated that she and Teodoro did not recognize Edy's
the name of spouses Santiago Vasquez and Lorenza Oruma. After both claim of ownership over the land.
spouses died, their only son Felixberto inherited the lot. In 1975,
Felixberto executed a duly notarized document entitled "Declaration of On 28 April 1988, after the lapse of four (4) years, Edy filed a complaint
Heirship and Deed of Absolute Sale" in favor of Cosme Pido. Since for recovery of possession and damages against Teodoro alleging in
1960, petitioner Teodoro Acap had been the tenant of a portion of the the main that as his leasehold tenant, Teodoro refused and failed to
said land, covering an area of nine thousand five hundred (9,500) pay the agreed annual rental of ten (10) cavans of palay despite
square meters. When ownership was transferred in 1975 by Felixberto repeated demands.
Rights of Lot No. 1130 Hinigaran Cadastre,". The said document was
signed by all of Pido's heirs, except for private respondent Edy de los CA RULING: Affirmed the lower court’s ruling, it brushed aside
Reyes.
Teodoro's argument that the Declaration of Heirship and Waiver of
Rights (Exhibit "D"), the document relied upon by Edy to prove his
It will be noted that at the time of Cosme Pido's death, title to the ownership to the lot, was excluded by the lower court in its order
property continued to be registered in the name of the Vasquez dated 27 August 1990. The order indeed noted that the document was
spouses. Upon obtaining the Declaration of Heirship with Waiver of not identified by Cosme Pido's heirs and was not registered with the
Rights in his favor, Edy filed the same with the Registry of Deeds as Registry of Deeds of Negros Occidental. According to respondent
part of a notice of an adverse claim against the original certificate of court, however, since the Declaration of Heirship and Waiver of Rights
title.
appears to have been duly notarized, no further proof of its due
execution was necessary. Like the trial court, respondent court was
Thereafter, Edy sought for Teodoro to personally inform the latter that also convinced that the said documents stands as prima facie proof of
Edy had become the new owner of the land and that the lease rentals Edy's ownership of the land in dispute. With respect to its non-
thereon should be paid to him. Further, Edy alleged that he and registration, respondent court noted, Teodoro had actual knowledge of
Teodoro entered into an oral lease agreement wherein Teodoro agreed the subject sale of the land in dispute to Edy because as early as 1983,
to pay ten (10) cavans of palay per annum as lease rental. In 1982, Teodoro already knew of Edy's claim over the said land but which he
Teodoro allegedly complied with said obligation. In 1983, however, thereafter denied, and that in 1982, Teodoro actually paid rent to Edy.
SUCCESSION Part 14 Digests Page 9 of 53
Otherwise stated, respondent court considered this fact of rental RULING: NO, the Declaration of Heirship and Waiver of Rights in
payment in 1982 as estoppel on Teodoro's part to thereafter refute this case did not transfer effectively the ownership of the land to
Edy's claim of ownership over the said land. Under these Edy’s name, for two reasons: Edy is a stranger to Pido’s
circumstances, respondent court ruled that indeed there was succession and the said document was unregistered with the
deliberate refusal by Teodoro to pay rent for a continued period of five Registry of Deeds and was not identified by the heirs of Pido. The
years that merited forfeiture of his otherwise preferred right to the trial court excluded it in its order. The reason is Edy never
issuance of a certificate of land transfer.
registered the Declaration of Heirship with Waiver of Rights with
the Registry of Deeds or with the MAR. Instead, he (private
PETITIONER’S CONTENTION: Teodoro argues that the Regional Trial respondent) sought to do indirectly what could not be done
Court, in its order dated 7 August 1990, explicitly excluded the directly, i.e., file a notice of adverse claim on the said lot to
document marked as Exhibit "D" (Declaration of Heirship, etc.) as establish ownership thereof. A declaration of heirship and waiver
private respondent's evidence because it was not registered with the of rights operates as a public instrument when filed with the
Registry of Deeds and was not identified by anyone of the heirs of Registry of Deeds whereby the intestate heirs adjudicate and
Cosme Pido. The Court of Appeals, however, held the same to be divide the estate left by the decedent among themselves as they
admissible, it being a notarized document, hence, a prima facie proof see fit. It is in effect an extrajudicial settlement between the heirs
of private respondent's ownership of the lot to which it refers. In under Rule 74 of the Rules of Court.
In the first place, an asserted right or claim to ownership or a real right It is to be noted that while the existence of said adverse claim was
over a thing arising from a juridical act, however justified, is not per se duly proven, there is no evidence whatsoever that a deed of sale was
sufficient to give rise to ownership over the res. That right or title must executed between Cosme Pido's heirs and private respondent
be completed by fulfilling certain conditions imposed by law. Hence, transferring the rights of Pido's heirs to the land in favor of private
ownership and real rights are acquired only pursuant to a legal mode respondent. Private respondent's right or interest therefore in the
or process. While title is the juridical justification, mode is the actual tenanted lot remains an adverse claim which cannot by itself be
process of acquisition transfer of ownership over a thing in question. 8
sufficient to cancel the OCT to the land and title the same in private
respondent's name.
Under Article 712 of the Civil Code, the modes of acquiring ownership
are generally classified into two (2) classes, namely, the original mode Consequently, while the transaction between Pido's heirs and private
(i.e, through occupation, acquisitive prescription, law or intellectual respondent may be binding on both parties, the right of petitioner as a
creation) and the derivative mode (i.e., through succession mortis registered tenant to the land cannot be perfunctorily forfeited on a
causa or tradition as a result of certain contracts, such as sale, barter, mere allegation of private respondent's ownership without the
donation, assignment or mutuum).
corresponding proof thereof.
In the case at bench, the trial court was obviously confused as to the Petitioner had been a registered tenant in the subject land since 1960
nature and effect of the Declaration of Heirship and Waiver of Rights, and religiously paid lease rentals thereon. In his mind, he continued to
equating the same with a contract (deed) of sale. They are not the be the registered tenant of Cosme Pido and his family (after Pido's
same.
death), even if in 1982, private respondent allegedly informed petitioner
that he had become the new owner of the land.
secured a certificate from the MAR dated 9 May 1988 to the effect that
he continued to be the registered tenant of Cosme Pido and not a (Lifted from: http://docshare.tips/rule-73-
private respondent. The reason is the private respondent never cases_58481038b6d87f96988b465d.html)
alleging that, as a natural son of the latter, he was his sole heir, and
It stands to reason, therefore, to hold that there was no unjustified or that, during the lifetime of Don Juan, Vicente had instituted a civil case
deliberate r e f u s a l by petitioner to pay the lease rentals or in the same Court for his compulsory acknowledgment as such natural
amortizations to the landowner/agricultural lessor which, in this case, son. Private respondent Higinio Uriarte, nephew of the deceased, filed
private respondent failed to established in his favor by clear and an opposition to the petition alleging that Don Juan had executed a
convincing evidence. Consequently, the sanction of forfeiture of his Will in Spain and further questioned Vicente's capacity and interest
preferred right to be issued a Certificate of Land Transfer under P.D. 27 to commence the intestate proceeding of Don Juan’s estate.
document alleged to be the last will of the deceased Don Juan, and on
the same date he filed in Special Proceeding No. 6344 of the Negros
Court a motion to dismiss the same on the following grounds: (1) that,
as the deceased Don Juan had left a last will, there was no legal basis
to proceed with said intestate proceedings, and (2) that Vicente had no
legal personality and interest to initiate said intestate proceedings,
since Vicente was not an acknowledged natural son of the decedent.
Juan since 1961 when Higinio Uriarte filed his opposition to the
initial petition filed in Special Proceeding No. 6344; Vicente FACTS: Petitioner Rodolfo Jao and Respondent Perico Jao were the
Uriarte likewise was servedwith notice of the existence only sons of spouses Ignacio Jao Tayag and Andrea V. Jao, who died
(presence) of the alleged last will in the Philippines and of the intestate in 1988 and 1989, respectively. Perico instituted a petition for
filing of the petition for its probate with the Manila Court since issuance of letters of administration before the Regional Trial Court of
1962 when Juan Uriarte Zamacona filed a motion for the Quezon City over the properties left by their parents and pending
dismissal of Special Proceeding No. 6344. All these appointment of a regular administrator, moved that he be appointed as
notwithstanding, it was only in1963 that he filed with the Manila special administrator, alleging that his brother, Rodolfo, was gradually
Court in Special Proceeding No. 51396 an Omnibus motion dissipating the assets of the estate. Rodolfo moved for the dismissal of
asking for leave to intervene and for the dismissal and the petition on the ground of improper venue since the actual
annulment of all the proceedings had therein up to that date. To residence of their parents was in Angeles City, Pampanga and stayed
allow him now to assail the exercise of jurisdiction over the only in Quezon City for medical treatment. Perico countered that their
probate of the will by the Manila Court and the validity of all the deceased parents actually resided in Rodolfo's house in Quezon City
proceedings had in Special Proceeding No. 51396 would put a at the time of their death and it was Rodolfo himself who supplied the
premium on his negligence. This Court is not inclined to annul entry appearing on the death certificate of their mother.
properties are kept and where most of the decedents' properties are
located.
The recitals in the death certificates, which are admissible in evidence,
were thus properly considered and presumed to be correct by the
ISSUE: Whether the settlement proceedings should be instituted at court a quo. We agree with the appellate court's observation that since
Quezon City?
the death certificates were accomplished even before petitioner and
respondent quarreled over their inheritance, they may be relied upon to
RULING: YES, the settlement proceedings should be instituted at reflect the true situation at the time of their parents' death.
promissory note upon which they base their claim in the complaint
presented by them on appeal. In her answer to the complaint, the
defendant-administratrix, Natalia Arevalo Vda. de Lopez, has done
nothing more than enter a general and specific denial of the material
allegations contained therein. She has not specifically denied under
oath the genuineness and due execution of the promissory note in
question, knowing as she should know that the failure to enter a denial
in the form indicated above is deemed an admission thereof (section
103, Act No. 190; Bough and Bough vs. Cantiveros and Hanopol, 40
Phil., 209). Neither has she interposed a special defense by alleging
fraud and lack of consideration in order to entitle her to prove them
during the trial (Garriz, Terren & Co. vs. North China Ins. Co., 44 Phil.,
749; Bank of the Philippine Islands vs. Laguna Coconut Oil Co., 48
Phil., 5).
of the estate be instituted rather than file an action for issuing letters of
administration in this case?
Section 1 of Rule 74 provides for the partition of the estate of the
deceased where no debts are due from it and the heirs are all of age or
RULING: YES, it is proper that an action for extrajudicial properly represented. Resolving that question in those cases, this
settlement of the estate be instituted rather than file an action for Court has repeatedly held that "when a person dies without leaving
issuing letters of administration in this case. The trial court, pending obligations to be paid, his heirs, whether of age or not, are not
however, chose to depart from the accepted doctrine in the bound to submit the property to judicial administration, which is
mistaken belief that it had already been overruled by our decision always long and costly, or to apply for the appointment of an
in the case of Rodriguez vs. Tan, 92 Phil., 273, where the statement administrator by the court," for "in such case the judicial administration
was made that section 1 of Rule 74 "does not preclude the heirs and the appointment of an administrator are superfluous and
from instituting administration proceedings, even if the estate has unnecessary proceedings." (Utulo vs. Pasion, 66 Phil., 302 citing Ilustre
no debts or obligation, if they do not desire to resort for good
SUCCESSION Part 14 Digests Page 18 of 53
vs. Alaras Frondosa, 17 Phil. 321; Malahacan vs. Ignacio, 19 Phil., 434;
Bondad vs. Bondad, 34 Phil., 232; Baldemor vs. Malangyaon, 34 Phil.,
367; and Fule vs. Fule, 46 Phil., 317.)
Case #8: CIRILO T. JAVELOSA, petitioner, vs. CONRADO BARRIOS,
Judge of First Instance of Iloilo, ET AL., respondents. [G.R. No.
The words in quotation sum up the doctrine of the cases cited, which, 46096. August 12, 1938.]
Phil., 321.) For, as was said in a case, since the property of the
deceased belongs, from the moment of his death, to the heirs, "what Cirilo prayed in the testate proceedings of Florencio’s estate for the
reason can there be," if there are no debts, "for the appointment of a approval of the sale, notice of the hearing of his motion being sent to
judicial administrator to administer the estate for them and to deprive Manuel F. Zamora, attorney for the judicial administratrix and other
the real owners of their possession to which they are immediately heirs of Florencio, and to Ramon T. Jimenea, attorney for Pilar
entitled" (Fule vs. Fule, 46 Phil., 317.) Withholding the inheritance from Jagunap, another daughter and heir of Florencio. There being no
the heirs by subjecting it to an administration proceeding for no useful objection, the court approved said sale by order of November 21, 1936
purpose, would only unnecessarily expose it to the risk of being and, on motion of Cirilo and by order of December 12th of the same
wasted or squandered as not infrequently happens.
year, directed the clerk to send him notice of any proceeding in the
above-mentioned testate case.
The attorney for the administratrix filed with the court for approval a
project of partition dated May 18, 1937, and inasmuch as in said
project the interest acquired by Cirilo in lots 2850 and 2877 was not
adjudicated to him, nor was any mention made of the sale executed in
SUCCESSION Part 14 Digests Page 19 of 53
his favor, Cirilo filed an objection to the approval of said project of does not prejudice the legal portion of the heirs by force of law." (Art.
partition. Whereupon, for the first time, the aforesaid widow, Flora- 1056, Civil Code.)
Jagna-an, and her children Loreto and Maria Jagunap objected to the
intervention of Cirilo in said proceedings on the ground that Cirilo was "From this it follows that, as the testator, Montañano, had by his will
neither an heir nor a creditor of the deceased. The court disallowed by partitioned his property and assigned to his son Catalino, as his
order of December 7, 1937 the intervention of the petitioner in said portion, the lands in question herein, the said testamentary provision,
testate proceedings, in view of the opposition of the administratrix and being binding on the heirs, constitutes prima facie evidence that the
other heirs and on the ground — so it states — that the shares of the said lands were actually inherited by Catalino, and not by the plaintiff
vendors Flora Jagna-an and the heirs Loreto and Maria Jagunap have herein; other property was assigned to her in payment of her legal
not been xed and they merely sold the rights, interests and portion. . . ." (Page 680.)
participations which they might have in lots 2850 and 2877 of the
Santa Barbara cadastre, with the result that the purchaser Cirilo T. Consistently with the provisions of article 1056 of the Civil Code and
Javelosa lacks personality to intervene in these proceedings, through with the doctrine just cited, it is indubitable that the partition effected
he might bring the proper action against the vendors. Upon denial of by Florencio Jagunap in his will, in the absence of any allegation that it
the motion for the reconsideration of the order, the instant petition for impairs the legitime of his heirs, is valid and binding both upon his
mandamus was filed. In the answer to the petition, respondent widow and his children, and one of the legal effects of said partition is
Conrado Barrios contend that the deed of sale executed in favor of that Flora Jagna-an and her children Loreto and Maria Jagunap
Cirilo is null and valueless.
acquired full ownership of the shares sold by them to the petitioner,
after the will of their grantor had been duly probated, for the reason
ISSUE: Whether the partition stated in Florencio’s will is valid and that according to article 1068 of the Civil Code: "A partition lawfully
binding to his heirs?
made confers upon each heir the exclusive ownership of the property
awarded to him."
alleged that there were many debts to pay. These averments are not
consistent with the fact that the attorney for the administratrix led a Case #9: GREGORIO K. KALAW, petitioner, vs. IÑIGO S. DAZA,
project of partition dated May 18, 1937, and the latter noti ed the Judge of First Instance of Batangas, VICTOR KATIGBAK and
petitioner that on the 13th of the same month it would b submitted to GUILLERMO KATIGBAK, respondents. [G.R. No. L-363. August 5,
the court for approval. The presentation of a project of partition gives 1946.]
rise to the presumption that there are neither debts nor a plan to pay
existing-debts, for the reason that according to the provisions of FACTS: Two separate special proceedings were instituted with the CFI
section 753 of the Code of Civil Procedure, distribution of the estate of Batangas for the settlement of deceased Lorenza Katigbak’s testate
among the heirs may be proceeded with after payment of the debts, estate:
> No. 59 -> probate of Lorenza’s 1943 will initiated by Paz Kalaw
At any rate the mere allegation, made for the rst time in this court, that
> No. 60 -> probate of Lorenza’s 1944 will initiated by respondent
there are unpaid debts, is not su cient to invalidate the partition
Victor Katigbak.
pleadings that the project of partition led with the court for approval
contains the same distribution made by Jagunap in his last will, or that On August 30, 1945, all the parties submitted to the court a written
it is an entirely or partly different partition effected through mutual stipulation in special proceedings Nos. 59 and 60, signed by all the
agreement of all the heirs. If it be the latter case, the widow and the parties, including Gregorio, agreeing, among other things, to partition
heirs of Jagunap cannot disregard the sale executed in favor of the the properties left by the deceased Lorenza Katigbak in accordance
petitioner, as it was a legal act validly done under a partition likewise with the terms and conditions set forth in the 1943 will dated March
validly made by the deceased Jagunap in his last will and which 19, 1943.
In view of what has been said, a writ of mandamus will issue directing
the Court of First Instance of Iloilo to allow the petitioner's intervention On September 11, 1945, Gregorio filed a motion for reconsideration of
in the testate proceedings of the deceased Florencio Jagunap, civil the order of August 30, 1945. After due hearing held on September 21,
case No. 1478 of said court, in order that the petitioner may protect his 1945, the court denied the motion in an order dated September 22,
interest, title or participation in the lost above-mentioned. So ordered.
1945. The order of August 30, became final. Victor Katigbak presented
SUCCESSION Part 14 Digests Page 21 of 53
a project of partition in pursuance of the stipulation dated August 30, and Guillermo of the jewels and cash left by Lorenza, the
1945. The project of partition was approved with modification in an distribution having been made long before Victor's appointment as
order dated December 20, 1945. Gregorio was notified of the order on special administrator. Guillermo did not deny this allegation by
January 3, 1946. The order also became final. On March 28, 1946, the reason of which his motion dated July 20 1945, appears to be
court ordered Victor Katigbak to render final accounts of administration groundless. If it had any ground stand upon, Gregorio's inaction
and to distribute the estate in accordance with the order of December since his motion for reconsideration was denied on August 17,
20, 1945.
1945, and his having signed the stipulation dated August 30, 1945,
for the final and complete settlement of Lorenza’s estate, preclude
Gregorio complains because on August 3, 1945, the lower court him from seeking relief against proceedings which appear not to
denied his petition dated July 20, 1945, praying that special have affected him adversely in any way.
siblings took active part in the proceeding for the reason that they had
been declared Quintin's sole heirs in the settlement of Quintin's estate. Pertinent to the question posed by the petitioners is section 1 of Rule
Moreover, one of these children was herself the duly appointed 91 which provides as follows: "When the debts, funeral charges, and
administratrix of the last named intestate estate.
expenses of administration, the allowances to the widow, and
inheritance tax, if any, chargeable to the estate in accordance with law,
CFI RULING: The proposed partition was approved, Marcela and her have been paid, the court, on the application of the executor or
siblings were directed to deliver the land to the administrator of
administrator, or of a person interested in the estate, and after hearing
Marcelo’s estate.
upon notice, shall assign the residue of the estate to the persons
entitled to the same, naming them and the proportions, or parts, to
PETITIONER’S CONTENTIONS: contests the jurisdiction of the
which each is entitled, and such persons may demand and recover
respondent Judge to issue the order; and lastly, the administrator's
their respective shares from the executor or administrator, or any other
remedy to recover that property is an action at law and not by motion
person having the same in his possession. If there is a controversy
in the intestate proceeding.
before the court as to who are the lawful heirs of the deceased person
ISSUE: Whether Marcella and her siblings can still attack the partition or as to the distributive share to which each person is entitled under
collaterally?
the law, the testimony as to such controversy shall be taken in writing
by the judge, under oath.
is one of the heirs themselves who are already under the jurisdiction of
the probate court in the same estate proceeding."
There are factors present in the case at bar but not in the De Jesus vs.
Daza case which greatly reinforce the probate court's authority to
make the order under review: The partition here had not only been
approved and thus become a judgment of the court, but distribution of
the estate in pursuance of the partition had fully been carried out,
except as to the land now in dispute, and the petitioners had received
the property assigned to them or their father's estate. And this was not
all. There is not much to the complaint that the respondent Judge
issued the order under consideration without affording the petitioners a
SUCCESSION Part 14 Digests Page 24 of 53
entire bulk of her estate among her six children and eight
grandchildren. The appraised values of the real properties thus
Case #11: MARINA DIZON-RIVERA, executrix-appellee, vs. respectively devised by the testatrix to the beneficiaries named in her
ESTELA DIZON, TOMAS V. DIZON, BERNARDITA DIZON, will.
personal properties of the testatrix at the time of her death thus had a
total appraised value of P1,811,695.60, and the legitime of each of the ISSUE: Whether Marina's testamentary disposition was in the nature of
seven compulsory heirs amounted to P129,362.11. 3 (1/7 of the half of a partition of her estate by will?
that "(A) partition legally made confers upon each heir the exclusive
ownership of the property adjudicated to him.
acquired during the rst marriage were partitioned in 1945 among (1)
SUCCESSION Part 14 Digests Page 27 of 53
On December 29, 1961 Roberta Sebial moved for the reconsideration dated November 7, 1961. After receiving evidence, the probate
of the two orders on the grounds (1) that the court had no jurisdiction court should decide once and for all whether there are still any
to approve an inventory led beyond the three-month period fixed in assets of the estate that can be partitioned and, if so, to effect the
section 1, Rule 84 of the Rules of Court; (2) that the said inventory is requisite partition and distribution. If the estate has no more
not supported by any documentary evidence because there is no tax assets and if a partition had really been made or the action to
declaration at all in Gelacio Sebial's name; (3) that the two houses recover the lands transferred to third person had prescribed, it
mentioned in the inventory were nonexistent because they were should dismiss the intestate proceeding. The Supreme Court set
demolished by the Japanese soldiers in 1943 and the materials thereof aside the order directing the delivery of certain properties to the
were appropriated by the administratrix and her brothers and sisters; administratrix because the probate court failed to receive
(4) that the valuation of P17,000 indicated in the inventory was fake, evidence as to the ownership of the properties, ruled that the
ctitious and fantastic since the total assessed value of the seven order approving the amended inventory should not be considered
parcels of land amounted only to P3,080; (5) that Gelacio Sebial's as a final adjucation on the ownership of certain properties
estate should be settled summarily because of its small value as mentioned therein, and ordered the remand of the case to the
provided in section 2, Rule 74 of the Rules of Court and (6) that an probate court for further proceedings in accordance with the
ordinary action is necessary to recover the lands in the possession of guidelines laid down in the decision.
third persons.
Where the contention — that the descendant's estate being less than
ISSUE: Whether there is a need for the parties to present further proof P5,000 could be settled summarily under Section 2, Rule 74, and not
on the alleged partition?
in an administration proceeding — rests on a controversial basis,
because in the amended inventory the gross valuation was
RULING: YES, the probate court should require the parties to P17,000 ,and no evidence was adduced to ascertain the actual value
present further proofs on the ownership of the seven parcels of of the estate so that the conflicting claims remain unresolved, HELD:
land and the materials of the two houses enumerated in the That the probate court is not precluded from proceeding with the
amended inventory of November 17, 1961, on the alleged partition intestate proceedings. Moreover, no useful purpose could be served
effected in 1945 and on the allegations in oppositors' inventory by dismissing the proceedings and ordering a new petition for
SUCCESSION Part 14 Digests Page 28 of 53
summary settlement be filed. Inasmuch as a regular administrator had
been appointed, notice to creditors issued, and no claims filed, the
probate court could proceed summarily and expeditiously to terminate
the proceedings.
Case #13: CARLOS GABILA, plaintiff-appellant, vs. PABLO PEREZ,
RAMON PEREZ & MERCEDES PEREZ, defendants-appellees.
The probate court's approval of the inventory is not a conclusive [G.R. No. L-29541. January 27, 1989.]
may be examined under oath as to how they came into the possession
of the decedent's assets but a separate action is necessary to recover Pablo and his siblings alleged in their Answer that the deed of sale was
said assets.
intended merely to guarantee a loan of P2,500 contracted by one of
the defendants; that Mercedes Perez, one of the vendors, was a minor
Generally prescription does not run in favor of a co-heir as long as he when the deed of sale was made; that the deed of sale was not
expressly or impliedly recognizes the co-ownership. But from the approved by the Secretary of Agriculture; and, that the consideration
moment that a co- heir claims absolute and exclusive ownership of the of P2,500 was unconscionable.
hereditary properties and denies the others any share therein, the
question involved is no longer partition but that of ownership hence, In Reply, Gabila alleged that at the time of the execution of the deed of
the principle of prescription will set in.
sale, Mercedes Perez stated that she was of age, and Gabila had no
reason to doubt that statement. But, assuming that Mercedes was
under age at the time, she ratified the sale by her failure to repudiate it
in due time; that the allegation that the deed was only a guarantee for
a P2,500 loan was not true because a part of the purchase price was
SUCCESSION Part 14 Digests Page 29 of 53
paid to the defendants in ten (10) monthly installments; that the price in TCT No. 899 Mariano Perez, who died on October 11, 1942, is
agreed upon in 1948 was fair and reasonable; and, that the approval of the father of the vendors, that "the vendors inherited said land
the sale by the Secretary of Agriculture and Natural Resource was not from their deceased father, being the legitimate children" and that
necessary.
"the Vendors are the owners" of said land (Exh. A) is, in effect, an
adjudication of the land to themselves. Such adjudication renders
CFI RULING: In favor of Pablo and his siblings, dismissing Gabila's the stipulation in the deed of sale that "the Vendors will execute
complaint. It held that the defendants could not be ordered to execute immediately an Extrajudicial Partition of all the properties of their
an extrajudicial partition of all the properties of their deceased father deceased father" (Exhibit A-1), superfluous and unnecessary. It
because the properties to be partitioned are not identified in the may be overlooked or deemed not written at all. All that needs to
complaint, and, the defendants can no longer partition the land be done now is to register on the TCT No. 899 of the late Mariano
described in TCT No. 899, because it has been sold to the plaintiff. Perez the deed of sale (Exh. A) which may also be treated as an
The court held that the extrajudicial partition of the property should affidavit of adjudication of the land to the vendors in order that
have been done at the time of the sale, in the same instrument
their father's title may be canceled and a new one can be issued
to their vendee, Carlos Gabila.
ISSUE: Whether Pablo and his siblings may effect partition the land
among themselves?
neither wife nor children. Only the surviving brothers, Gregorio and
Prudencio (or Florencio), are involved in this litigation.
RTC RULING: Rendered judgment declaring the Compromise
Agreement null and void, ordering partition of the disputed properties,
The dispute arose in 1972 when Gregorio filed a complaint in the Court and awarding the plaintiff damages and attorney's fees.
Negros Oriental.
As for its validity, we agree with the respondent court that the
NAMELY: ELISA IT- IT, SUSANA IT-IT, NORBERTO IT-IT, ISA-AC IT-
IT, JR., JAIME IT-IT, FELICITAS IT-IT, TERESITA IT-IT, ANTONIO TRIAL COURT RULING: In favor of private respondents and upheld
NODADO, CORAZON IT- IT, JIMMY LERO, DANILO IT-IT, EDITA the validity of the extrajudicial settlements.
FACTS: Spouses Marcelina Cimafranca and Joaquin Teves died ISSUE: Whether the extrajudicial settlements be upheld?
intestate and without debts in 1943 and 1953, respectively. During their
lifetime, the spouses own two parcels of land designated as Lot 769-A RULING: YES, the extrajudicial settlements be upheld.
registered in the name of Marcelina and Lot 6409 registered in the The Supreme Court held that the extrajudicial settlements
name of Joaquin and his two sisters. However, Joaquin's sisters died executed by the heirs of Joaquin Teves and Marcelina Cimafranca
without issue, causing the entire property to pass to him. After are legally valid and binding - An extrajudicial settlement is a
Marcelina and Joaquin died, their children executed extrajudicial contract and it is a well-entrenched doctrine that the law does not
settlements purporting to adjudicate unto themselves the ownership relieve a party from the effects of a contract, entered into with all
over the two parcels of land and to alienate their shares thereto in favor the required formalities and with full awareness of what he was
of their sister Asuncion Teves for a consideration. The division of Lot doing, simply because the contract turned out to be a foolish or
769-A was embodied in two deeds. The first Deed of Extrajudicial unwise investment.38 Therefore, although plaintiffs- appellants
Settlement and Sale was entered into on June 13, 1956 while the may regret having alienated their hereditary shares in favor of their
second deed was executed on April 21, 1959. The Deed of sister Asuncion, they must now be considered bound by their own
Extrajudicial Settlement and Sale covering Lot 6409 was executed on contractual acts. The Court upheld, finding no cogent reason to
December 14, 1971. After the death of Asuncion Teves, her children, reverse, the trial and appellate courts' factual finding that the
private respondents It-it herein, extrajudicially settled her property; evidence presented by petitioners is insufficient to overcome the
SUCCESSION Part 14 Digests Page 35 of 53
evidentiary value of the extrajudicial settlements. Moreover, even
assuming that petitioners have a defensible cause of action, they
are barred from pursuing the same by reason of their long and
inexcusable inaction. In addition, an extrajudicial settlement is a Case #17: Spouses VIRGILIO and MICHELLE CASTRO, MOISES B.
contract. Therefore, although petitioners may regret having MIAT and ALEXANDER V. MIAT, petitioners, vs. ROMEO V. MIAT,
alienated their hereditary shares in favor of their sister Asuncion, respondent. [G.R. No. 143297. February 11, 2003.]
the purchase price in the sum of P36,750.00 and for Romeo V. Miat to
recognize as valid the sale of Moises' share in the Paco property.
The Supreme Court affirmed the ruling of the Court of Appeals.
According to the Court, the Paco property is clearly a conjugal
Both parties appealed to the Court of Appeals.
property since it was acquired by onerous title during the marriage of
Moises and Concordia and out of their common fund. Moises did not
CA RULING: Nullified the sale entered into between Moises Miat and bring the property into their marriage, hence it has to be considered as
spouses Virgilio and Michelle Castro and ordered Moises Miat and conjugal under the law. The Court also held that the petitioners-
Alexander Miat to execute a deed of conveyance over the Paco spouses Castro were not buyers in good faith. Petitioner Virgilio Castro
property in favor of Romeo Miat, upon payment by Romeo Miat of the admitted in his testimony that Romeo told him that Moises had given
balance of the purchase price in the sum of P36,750.00.
the Paco property to them. In fact, they consulted a Judge on who had
the right to the property —Moises or Romeo. Virgilio Castro is further
Hence, the present petition.
aware that Romeo is in possession of the property, they being
neighbors. A purchaser is fully aware of another person's possession
ISSUE: Whether the validity of the oral partition between Romeo and of the lot he purchased cannot successfully pretend to be an innocent
Alexander should be upheld and is enforceable?
purchaser for value. The Court also upheld the validity of the oral
partition between Moises and his sons. Its validity was established by
RULING: YES, the validity of the oral partition between Romeo and
the testimony of Ceferino Miat, brother of Moises, that before
Alexander should be upheld and it is enforceable. In ruling in favor
Concordia died, there was an agreement that the Parañaque property
of its validity which we affirm, the appellate court relied on a
would go to Moises, while the Paco property would go to Romeo and
portion of Moises' letter to Romeo. Ceferino Miat, brother of
Alexander. It was reiterated at the deathbed of Concordia. When
Moises, testified that before Concordia died, there was an
Moises returned to Manila for good, the agreement was affirmed in
agreement that the Parañaque property would go to Moises while
front of the extended Miat family members. Initially, Romeo and
the Paco property would go to Romeo and Alexander. This was
Alexander orally divided the Paco property between them. Later,
reiterated at the deathbed of Concordia. When Moises returned to
Alexander sold his share to Romeo.
On October 25, 1979, or nine years later, Rolando and his siblings filed,
Case #18: ROLANDO SANCHEZ, FLORIDA MIERLY SANCHEZ, thru counsel, a motion to require Rosalia to submit a new inventory
ALFREDO T. SANCHEZ and MYRNA T. SANCHEZ , petitioners, vs. and to render an accounting over properties not included in the
THE HONORABLE COURT OF APPEALS, ROSALIA S. LUGOD, compromise agreement.They likewise filed a motion to defer the
ARTURO S. LUGOD, EVELYN LUGOD-RANISES and ROBERTO S. approval of the compromise agreement, in which they prayed for the
LUGOD, respondents. [G.R. No. 108947. September 29, 1997.]
annulment of the compromise agreement on the ground of fraud.
FACTS: Juan Sanchez and Maria Villafranca were married. Private RTC RULING: The compromise agreement is void and not binding,
respondent Rosalia Lugod is the only child of spouses Juan Sanchez since it was made without the said trial court's approval.
and Maria Villafranca, and her children (Arturo Lugod, Evelyn Ranises
and Roberto Lugod) are her co-respondents. Meanwhile, CA RULING: Declared the compromise agreement among the parties
petitioners Rolando, Florida Mierly, Alfredo and Myrna, all surnamed valid and binding even without the said trial court's approval.
On January 14, 1969, Rolando and his siblings, as heirs of Juan C. ISSUE: Whether the compromise agreement which was denominated
Sanchez, filed a petition for letters of administration (Special to be a deed of partition is valid and binding to the parties?
Proceedings No. 1022) over Juan’s intestate estate, which petition was
opposed by Rosalia.
RULING: YES, the compromise agreement which
was denominated to be a deed of partition is valid and binding to
On October 30, 1969, however, Rosalia and Rolando with his siblings the parties. Being a consensual contract, it is perfected upon the
assisted by their respective counsels executed a compromise meeting of the minds of the parties. Judicial approval is not
agreement wherein they agreed to divide the properties enumerated required for its perfection. In the case before us, it is ineludible
therein of the late Juan C. Sanchez.
that the parties knowingly and freely entered into a valid
compromise agreement. Adequately assisted by their respective
Later on, a Memorandum of Agreement dated April 13, 1970, which counsels, they each negotiated its terms and provisions for four
the parties entered into with the assistance of their counsel, amended months; in fact, said agreement was executed only after the fourth
the above compromise agreement.
draft. As noted by the trial court itself, the first and second drafts
SUCCESSION Part 14 Digests Page 38 of 53
were prepared successively in July, 1969; the third draft on a public instrument or a davit duly led with the Register of Deeds.
September 25, 1969; and the fourth draft, which was nally signed We find that all the foregoing requisites are present in this case.
by the parties on October 30, 1969, followed. Since this We therefore a rm the validity of the parties' compromise
compromise agreement was the result of a long drawn out agreement/partition in this case.
compromise cannot ask for a rescission after it has enjoyed its bene
ts." By their acts, the parties are ineludibly estopped from questioning
be declared valid, the real estate was partitioned by the heirs among
themselves and by virtue of such partition, the heirs took possession RULING: NO, Fortunato and Santiago should not pay Concepcion
of their respective shares.
the value of the fruits they had gathered from the estate, since
there are no debts to be paid, there is no reason for the executor
Concepcion, in her answer, claimed that the extrajudicial partition, as or administrator taking possession of the estate which should
well as the sales made by the alleged heirs of Alipia Perez, was null pass to the heirs.
and void. Concepcion, therefore, asked for the dismissal of the
complaint and, as counterclaim, prayed that for the coconut fruits Under section 3, Rule 85, of the Rules of Court, the executor or
gathered from the lands plaintiff Fortunato Layague be sentenced to administrator shall have the right to take possession of the real or
pay P2,700.00 and plaintiff Santiago Rombo, P1,800.00 to the estate personal properly of the deceased so long as it is necessary for the
of the deceased Alipia Perez, including interests from the payment of debts and expenses of administration. Where there are no
commencement of the action, plus costs and expenses of the debts, however, to be paid, there is no reason for the executor or
litigation.
administrator taking possession of the estate which should pass to the
heirs. (Buenaventura, et al. vs. Ramos, 43 Phil., 704.) The sale made in
No trial, however, was held on the main case, because on October 2, the instant case by the heirs of their right, interest or participation in
1956, the plaintiffs and the defendant entered into a stipulation of the lands under administration in favor of the plaintiffs-appellees
facts. It is admitted in the stipulation of facts that Fortunato and having been declared valid and there being not even an intimation that
Santiago were "during the years 1947- 48 up to September 1949" in the estate is indebted, we are inclined to rule that the payment for the
possession of two-thirds portion of the land under administration value of the fruits gathered by the plaintiffs- appellees as purchasers to
proceedings by virtue of the deeds of sale executed by the heirs; that the defendant administratrix is not necessary and might even prove to
SUCCESSION Part 14 Digests Page 41 of 53
be cumbersome. In any event, the quantity of the fruits gathered by
appellees is known and determinable in value. Conceding that the
proceeds they received from the fruits of the estate belong to the Case #20: IN THE MATTER OF THE ESTATE OF THE DECEASED
estate, the court in the intestate proceedings has jurisdiction over them CHUNG LIU, NGO THE HUA, petitioner-appellant , vs. CHUNG KIAT
and could, if necessary, compel said appellees to deliver to the HUA, LILY CHUNG CHO, BONIFACIO CHUNG SIONG PEK and
administratrix of the estate the necessary portion of said proceeds for CHUNG KA BIO, oppositors- appellees, CHUNG KIAT KANG,
the payment of any claim against the estate. In this connection, we oppositor-appellant , PHILIPPINE TRUST COMPANY, special
note that the estate of the deceased has been under administration administrator. [G.R. No. L-17091. September 30, 1963.]
LOWER COURT RULING: found that Ngo The Hua and Chung Liu
were validly divorced by the aforementioned Taipei District Court, and
that Chung Kiat Hua, Lily Chung Cho, Bonifacio Chung Siong Pek and
Chung Kiat Bio are children of the deceased. So it issued the order
appointing Chung Kiat Hua as administrator of the estate of Chung Liu.
ISSUE: Whether it is deemed necessary to determine the relationship Having resolved the issue raised, it is unnecessary to rule on the other
of the parties to the deceased to be able to appoint an administrator in questions raised by the appellant Chung Kiat Kang. It is well-settled
accordance with the order of preference established in Section 5, Rule that for a person to be able to intervene in an administration
79 of the Rules of Court?
proceeding concerning the estate of a deceased, it is necessary for
him to have interest in such estate (Sec. 4, Rule 80, Rules of Court;
RULING: YES, it is deemed necessary to determine the Moran, Comments on the Rules of Court, Vol. II, 1957 ed. p. 382). An
relationship of the parties to the deceased to be able to appoint an interested party has been defined in this connection as one who would
administrator in accordance with the order of preference be benefited by the estate, such as an heir, or one who has a certain
established in Section 5, Rule 79 of the Rules of Court. Since these claim against the estate, such as a creditor (Saguinsin vs. Lindayag, et
applicants were asking for the letter of administration on the al., G.R. No. L-17759, Dec. 17, 1962; Intestate Estate of Julio
theory that they are preferred according to Section 5 of Rule 79 Magbanwa, 40 O.G., 1171; Williams vs. Williams, 113 Ga. 1006, cited
because of their relationship to the deceased Chung Liu, the lower in Francisco, Rules of Court, Vol. 1955 ed., p. 411). Appellant Chung
court necessarily had to pass first on the truth of their respective Kiat Kang does not claim to be a creditor of Chung Liu's estate.
claims of relationship to be able to appoint an administrator in Neither is he an heir in accordance with the Civil Code of the Republic
accordance with the aforementioned order of preference. Also, a of China (Exh. 28 of Chung Kiat Hua), the law that applies in this case,
cursory reading of the Section 1, Rule 91 of the ROC discloses Chung Liu being a Chinese citizen (Art. 16, New Civil Code). The
that what the court is enjoined from doing is the assignment or appellant not having any interest in Chung Liu's estate, either as heir or
distribution of the residue of the deceased's estate before the creditor, he cannot be appointed as co-administrator of the estate, as
above-mentioned obligations chargeable to the estate are first he now prays.
paid Nowhere from said section may it be inferred that the court
cannot make a declaration of heirs prior to the satisfaction of
held that should these arrangements be not made within thirty days, it
would approve the project of partition as presented, on condition that
1965.]
that the deed of sale be submitted to the court for its approval.
And this matter is sanctioned by Section 4, Rule 89 of the Rules of FACTS: This is a case of a legal redemption sanctioned by the Court of
Court The Court emphasized that it is within the jurisdiction of a First Instance of Bulacan, to the effect that the defendant Faustino
probate court to approve the sale of properties of a deceased Calimon should resell to the plaintiffs Amado Wenceslao et al a four-
person by his prospective heirs before final adjudication. fifth part of a parcel of land situated in the barrio of Baluarte,
Consequently, it is error to say that this matter should be threshed municipality of Bulacan, described in the complaint.
SUCCESSION Part 14 Digests Page 46 of 53
The evidence does not establish that this action was brought on behalf
of Anselmo Hilario. The admission of the affidavit Exhibit A does not
constitute any error. Those who have signed it have testified in court Case #24: QUIRICO L. SATURNINO, petitioner , vs. FELIZA LUZ
against what they had stated in said document (section 343, Code of PAULINO, MAXIMO DALEJA, JUANA LUCAS, NEMESIO LUCAS,
Civil Procedure).
DONATA GUILLERMO, and COURT OF APPEALS, respondents.
[G.R. No. L-7385. May 19, 1955.]
receive from the Clerk of Court the sum of P960 corresponding to the
reimbursement of the price paid by them for four-fifths (4/5) of the lot in ISSUE: Whether the right of Quirico is in the nature of a mere hope?
Article 1522 of the Civil Code of Spain (Article 1620, Civil Code of
the Philippines)
FACTS: The property originally pertained to Francisco Castro; and in
proceedings to settle his estate in Pangasinan, it was finally awarded
Again, the house and lot involved in the case at bar are not in custodia (in 1921) pro-indiviso to his children as follows: To Mercedes and
legis. Said property was sold by Feliza Luz Paulino to Maximo Daleja, Vicente — undivided 4.5/14 each; to Exequiel, Emiliano, Luis, Ildefonso
Juana Lucas, Nemesio Lucas and Donata Guillermo on October 22, and Antonio 1/14 each.
place after the probate of the will on July 6, 1949 (Rule 78, section 4,
1. (a) Maura Repato, widow of the deceased, 7/14;
In view of the foregoing, and considering that the Court of Appeals has
not passed upon the issues raised therein by respondents herein and On March 31, 1944 Maura Repato sold her share of the property to
that the decision of said court does not state the facts essential to the Mariano G. Sison and Gerardo S. Sison by a Deed of sale which was
determination of those issues, said decision is hereby reversed, and let duly registered in the Registry of Deeds on April 1, 1944.
Resisting the demand, Luis Castro interposed, in the form of a ISSUE: Whether Articles 1522 and 1524 that should govern the right of
counterclaim, his right to repurchase from Mariano and Gerardo Sison, legal redemption in this case?
alleging that the latter had bought their part from one of his co-heirs
(co-owners according to plaintiffs).
RULING: YES, Articles 1522 and 1524 that should govern the right
of legal redemption in this case. Once the portion corresponding
CFI RULING: In favor of Mercedes et al, overruled Luis' counterclaim to each heir had been fixed — as in this case — the co-heirs
and approved the report of partition dated August 11, 1953 prepared turned into co-owners, and their right of legal redemption should
by Commissioner Norberto Castro, finding it to be reasonable and be governed by Articles 1522 and 1524. His Honor adopted the
agreeable to the parties concerned. The trial judge ruled that Article correct view. There was already a partition, or adjudication of the
1067 applies only where a co-heir sells his share before partition or respective shares; wherefore article 1067 does not apply.
FACTS: In the intestate proceeding for the settlement of Regino Sixteen days after the sale, or on January 7, 1965, Federico Bautista
Bautista's estate, his widow, Florencia Topacio filed a motion dated filed an "Opposition to Agreement to Sell, Absolute Sale, Project of
December 9, 1964 for authority to sell to Plan the two lots and theater Partition and Request for Inventory and Accounting of Estate and for
for not less than P140,000. The purpose was to pay the debts Furnishing of Orders, Notices and Pleadings". The clerk of court set
amounting to P117,220. The motion was set for hearing on December the said opposition for hearing on January 26, 1965. On that date
18, 1964. It was indicated in the motion that the children were notified Judge Jimenez gave Federico's counsel ten days within which to
through one child named Milagros Bautista (18-20, Record on interpose any opposition to the project of partition filed by the
Appeal). Federico, who claims a 1/8 interest in the property, alleged administratrix on October 16, 1964 which had not been acted upon by
that he was not notified of the sale. His mother had a 5/8 interest in the the court and of which the decedent's six children were notified
property.
through Milagros Bautista.
On December 22, 1964 Judge Jose B. Jimenez granted the authority RESPONDENT’S CONTENTION: Federico contended that because
to sell to Plan the entire-estate of the deceased for not less than there was no compliance with section 7, Rule 89 of the Rules of Court
P140,000 so as to pay the obligations of the estate "and it appearing the sale was void. He prayed that the order authorizing the sale he set
that all the heirs have conformed thereto" (20-21, Record on Appeal,).
aside "and the case tried upon its merits. Federico for the third time
filed a separate action against Plan, Civil Case No. 2282, to annul the
On that day, Florencia Topacio and Plan executed a deed of absolute sale.
sale with assumption of mortgage obligations for the two lots with an
area of 664 square meters together with the theater (with a total RTC RULING: Dismissed Federico’s case on the same ground,
assessed value of P52,720) and the apparatus used therein.
namely, that his remedy is in the intestate proceeding. He should not
be allowed to seek relief outside the intestate court
It was recited in the deed of sale that Regino's estate owed Plan
P25,700 and a mortgage debt of P44,292.07 to the Philippine National CA RULING: Reversed Judge Fule's decision. It declared void the
Bank which Plan assumed. The amount actually received by the agreement to sell and the sale, ordered Plan to reconvey to Federico
administratrix as vendor was P70,007.93. Milagros Bautista-Alcantara, the disputed property for P140,000 and to pay him P3,000 a month
the heir through whom the other six children were allegedly notified, from December 22, 1964 up to the time the possession of the property
was an instrumental witness in the sale.
is turned over to Federico, with legal interest from that date until fully
paid, plus P50,000 as attorney's fees. The reconveyance was based
A motion to approve the sale was filed on January 5, 1965. Judge on article 1088 of the Civil Code.
sale of two conjugal lots, since the proceeds were used for the
payments of the estate’s debts. It is deemed final and cannot be
Article 1088 of the Civil Code does not justify legal redemption in this
case because it refers to sale of hereditary rights, and not to specific
properties, for the payment of the debts of the decedent's estate as to
which there is no legal redemption."In the administration and
liquidation of the estate of a deceased person, sales ordered by the
probate court for payment of debts are final and not subject to legal
redemption. Unlike in ordinary execution sales, there is no legal
provision allowing redemption in the sale of property for payment of
debts of a deceased person" (Abarro vs. De Guia, 72 Phil. 245). Such
sale is not the one contemplated in article 1067, now article 1088 of
the Civil Code (Vda. de Mendoza, 69 Phil. 155).
FACTS: On February 11, 1946, one Gelacio Garcia died intestate, CA RULING: reversed the decision of the trial court and rendered
leaving a parcel of unregistered land about 372 sq. meters, situated in another one dismissing plaintiff's complaint
Deeds of Iloilo on February 24, 1955, Inscription No. 20814, Page 270,
Vol. 64.
RULING: YES, Article 1088 is the applicable law in this case, as the
matter concerns heirs and inheritance not yet distributed. It is
On December 17, 1954 another group of heirs, Rosario Garcia, undisputed that no notification in writing was ever received by
Margarita Garcia, Dolores Rufino, Resurreccion Tagarao, Serafin petitioners about the sale of the hereditary interest of some of
Tagarao, Buenaventura Tagarao, Fortunata Garcia and Simeon Garcia, their co-heirs in the parcel of land they inherited from the late
all residents of Isabela, Negros Occidental, also sold to the spouses Gelacio Garcia, although in a letter dated June 23, 1953 petitioner
Jose Calaliman and Paciencia Trabadillo through their attorney-in-fact, Francisco Garcia wrote one of his co-heirs, Joaquin Garcia, who is
Juanito Bertomo, their shares, rights, interest and participation in the an uncle of petitioners, proposing to buy the hereditary interests
same parcel of land. The Deed of Sale was registered in the Register of of his co-heirs in their unpartitioned inheritance, (Exhibit, p. 3).
Deeds of Iloilo also on December 22, 1954, Inscription No. 20640, p. Although said petitioner asked that his letter be answered "in
88, Vol. 64 (Exhibits, p. 2122).
order that I will know the results of what I have requested
you," (Exhibit, p. 14) there is no proof that he was favored with
On May 7, 1955 the heirs petitioners Francisco Garcia, Paz Garcia, and one.
Maria Garcia filed against the spouses Jose Calaliman and Paciencia
Trabadillo a Civil Case No. 3489 with the Court of First Instance of
SUCCESSION Part 14 Digests Page 53 of 53
In the decision of the Court in Castillo v. Samonte, it did not It is not known whether the other heirs whose names appear in the
consider the registration of the deed of sale with the Register of document had already signed the document at the time Paz Garcia
Deeds sufficient notice, most specially because the property was approached by Juanito Bertomo. Paz Garcia, however, testified
involved was unregistered land, as in the instant case. The Court that she immediately informed her brother Francisco that Juanita
took note of the fact that the registration of the deed of sale as Bertomo wanted to sell the land to Jose Calaliman (TSN, September 6,
sufficient notice of sale under the provision of Section 51 of Act 1957, p. 62). On December 26, 1954 he wrote respondents giving them
No. 496 applies only to registered lands and has no application notice of his desire to exercise the right of legal redemption and that
whatsoever to a case where the property involved is, admittedly, he will resort to court action if denied the right (Exhibits, p. 8). The
unregistered land.
respondents received the letter on January 13, 1955 but petitioner
Francisco Garcia did not get any answer from them. Neither did
Consistent with aforesaid ruling, in the interpretation of a related respondents show him a copy of the document of sale nor inform him
provision (Article 1623 of the New Civil Code) this Court had about the price they paid for the sale when he went home to Tubungan
stressed that written notice is indispensable, actual knowledge of from Manila sometime in March 1955 and went to see the respondent
the sale acquired in some other manners by the redemptioner, spouse about the matter on March 24, 1955 (TSN, September 6, 1957,
notwithstanding. He or she is still entitled to written notice, as p. 18).LLpr
Petitioners came to know that their co-heirs were selling the property