ISSUE: Whether or not the Waiver of Hereditary Rights executed in 7/31/1967 is valid as to
entitle Fortunato to the estate of Vito?
RULING:
The heirs could waive their hereditary rights in 1967 even if the order to partition the estate
was issued only in 1969.
- In Osorio v. Osorio and Ynchausti Steamship Co., the Court held: 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. Nor do
such properties have the character of future property, because the heirs acquire a right
to succession from the moment of the death of the deceased (Article 657 and applied
by Article 661), 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 (Article 989). The right is vested, although conditioned
upon the adjudication of the corresponding hereditary portion.
However, the purported "Waiver of Hereditary Rights" cannot be considered to be effective.
- For a waiver to exist, three elements are essential: (1) the existence of a right; (2) the
knowledge of the existence thereof; and (3) an intention to relinquish such right.
- The intention to waive a right or advantage must be shown clearly and convincingly, and
when the only proof of intention rests in what a party does, his act should be so manifestly
consistent with, and indicative of an intent to, voluntarily relinquish the particular right or
advantage that no other reasonable explanation of his conduct is possible.
The circumstances of this case that the signatories to the waiver document did not have the
clear and convincing intention to relinquish their rights, Thus:
- (1) On October 27, 1967, Fortunato, Tomas, and Amelia Borromeo filed a pleading entitled
"Compliance" wherein they submitted a proposal for the amicable settlement of the case.
In this document, the respondent recognizes and concedes that the petitioner 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 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. The Agreement of Partition was
approved by the trial court on August 15, 1969.
- (3) On June 29, 1968, the petitioner 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.
- (4) On June 29, 1968, the respondent Tomas, and Amelia Borromeo (assignees in the
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.
ISSUE OF JURISDICTION: The trial court had jurisdiction to pass upon the validity of the
waiver agreement. In Special Proceedings No. 916-R the lower court disallowed the probate
of the will and declared it as fake. Upon appeal, the Court affirmed the decision of the lower
court. Subsequently, several parties came before the lower court filing claims or petitions
alleging themselves as heirs of the intestate estate of Vito Borromeo. There is no impediment
to the trial court in exercising jurisdiction and trying the said claims or petitions. Moreover, the
jurisdiction of the trial court extends to matters incidental and collateral to the exercise of its
recognized powers in handling the settlement of the estate.
[COMMENT: Bwisit tong case na to. Ang habatapos konti lang ung kailangan. Pero to
summarize the cases that were consolidated: (1) G.R. No. 41171; (2) G.R. No. 55000: Issues
are similar to the issues raised in G.R. No. 41171; the supposed waiver of hereditary rights
cannot be validated. The essential elements of a waiver, especially the clear and convincing
intention to relinquish hereditary rights, are not found in this case; (3) G.R. No. 62895: For the
termination and closure of Special Proceedings No. 916-R; pending motions to compel
petition as co-administrator to submit an inventory; (4) G.R. No. 65995: Matter of attorney's
fees; (5) G.R. No. 63818: Respondents Jose Cuenco Borromeo and Petra O. Borromeo filed
a motion for inhibition in the CFI of Cebu, presided over by Judge Francisco P. Burgos to
inhibit the judge from further acting in Special Proceedings No. 916-R; (6) G.R. No. 65995:
The petitioners seek to restrain the respondents from further acting on any and all incidents in
Special Proceedings No. 916-R during the pendency of this petition and No. 63818.]
Rioferio v. CA
G.R. No. 129008. January 13, 2004
On May 13, 1995, Alfonso P. Orfinada, Jr. died without a will in Angeles City
leaving several personal and real properties located in Angeles City, Dagupan
City and
Kalookan City.He also left a widow, respondent Esperanza P. Orfinada, whom
he
married on July 11, 1960 and with whom he had seven children who are the
herein
respondents.
Apart from the respondents, the demise of the decedent left in mourning his
paramour, Teodora Rioferio and their children.
ISSUE: Whether or not the heirs have legal standing to prosecute the rights
belonging
to the deceased subsequent to the commencement of the
administration proceedings
20
JUL
FACTS
The testatrix was an American citizen at the time of her death and was a permanent
resident of Pennsylvania, U.S.A.; that the testatrix died in Manila while temporarily
residing with her sister; that during her lifetime, the testatrix made her last will and
testament according to the laws of Pennsylvania, U.S.A.; that after the testatrix death,
her last will and testament was presented, probated, allowed, and registered with
the Registry of Wills at the County of Philadelphia, U.S.A. An opposition to the
reprobate of the will was filed by herein petitioner alleging among other things that
the intrinsic provisions of the will are null and void. The petitioner maintains that
since the respondent judge allowed the reprobate of Adoracions will, Hermogenes
C. Campos was divested of his legitime which was reserved by the law for him.
ISSUES
[1]Whether or not the Philippine law will apply to determine the intrinsic validity of
a will executed by an undisputed foreigner.
[2] Whether or not Philippine law will apply to determine the capacity to succeed of
Adoracions heirs.
RULING
[1] NO. It is a settled rule that as regards the intrinsic validity of the provisions of the
will, as provided for by Article 16(2) and 1039 of the Civil Code, the national law of
the decedent must apply. This was squarely applied in the case of Bellis v. Bellis (20
SCRA 358).It is therefore evident that whatever public policy or good customs may
be involved in our system of legitimes, Congress has not intended to extend the same
to the succession of foreign nationals. For it has specifically chosen to leave, inter
alia, the amount of successional rights, to the decedents national law. Specific
provisions must prevail over general ones.
[2] NO. Capacity to succeed is governed by the law of the nation of the decedent.
(Article 1039, Civil Code) The law which governs Adoracion Campos will is the law
of Pennsylvania, U.S.A., which is the national law of the decedent. Although the
parties admit that the Pennsylvania law does not provide for legitimes and that all
the estate may be given away by the testatrix to a complete stranger, the petitioner
argues that such law should not apply because it would be contrary to the sound and
established public policy and would run counter to the specific provisions of
Philippine Law.
FACTS
Father Rigor died leaving a will naming as devisees the testators three sisters.
The will also contained a bequest to be given to the nearest male relative who
shall pursue an ecclesiastical career until his ordination as priest. Inasmuch as
no nephew of the testator claimed the devise and as the administratrix and the
legal heirs believed that the parish priest of Victoria had no right to administer the
ricelands, the same were not delivered to that ecclesiastic.
ISSUE
Whether the testators nearest male relative who took the priesthood after the
testators death falls within the intention of the testator in providing to whom the
bequest is to be given.
RULING
NO. The Court held that the said bequest refers to the testators nearest male
relative living at the time of his death and not to any indefinite time thereafter. In
order to be capacitated to inherit, the heir, devisee or legatee must be living at
the moment the succession opens, except in case of representation, when it is
proper (Art. 1025, Civil Code).Inasmuch as the testator was not survived by any
nephew who became a priest, the unavoidable conclusion is that the bequest in
question was ineffectual or inoperative. Therefore, the administration of the rice
lands by the parish priest of Victoria, as envisaged in the will was likewise
inoperative.
FACTS:
Petitioner Paz Samaniego-Celada was the first cousin of decent Margarita S. Mayores
(Margarita) while respondent was the decedents lifelong companion since 1929.
On April 27, 1987, Margarita died single and without any ascending nor descending heirs
as her parents, grandparents, and siblings predeceased her. She was survived by her
first cousins which included petitioner.
Before her death, Margarita executed a will where she bequeathed portions of her
undivided shares in real properties to respondent. Margarita also left all her personal
properties to respondent whom she likewise designated as sole executor of her will.
RTC rendered a decision declaring the last will and testament of Margarita probated and
respondent as executor of the will. CA affirmed.
ISSUES:
(1) W/N the CA erred in not declaring the will invalid for failure to comply with the
formalities required by law. NO
(2) W/N it erred in not declaring petitioner and her siblings as the legal heirs of
Margarita, and in not issuing letters of administration to petitioner. NO
HELD:
(1) A review of the findings of the RTC reveal that petitioners arguments lack basis. The
RTC correctly held:
About the contestants submission that the will is fatally defective for the reason
that its attestation clause states that the will is composed of 3 pages while the will, in
truth, only consists of 2 pages only because the attestation is not part of the notarial will,
the same is not accurate. While it is true that the attestation clause is not a part of the
will, the court is of the considered opinion that error in the number of pages of the will as
stated in the attestation clause is not material to invalidate the subject will. It must be
noted that the subject instrument is consecutively lettered with pages A, B, and C which
is sufficient safeguard from the possibility of an omission of some of the pages. The error
must have been brought about by the honest belief that the will is the whole instrument
consisting of 3 pages inclusive of the attestation clause and the acknowledgement. The
position of the court is in consonance with the doctrine of liberal interpretation
enunciated in Article 809 of the Civil Code.
The Court also rejects the contention that the signatures of the testator were
affixed on different occasions as the signature on the first page is allegedly different in
size, texture, and appearance as compared to the signatures on the succeeding pages.
The picture shows that the testator was affixing her signature in the presence of the
instrumental witnesses and the notary. There is no evidence to show that the first
signature was procured earlier than February 2, 1987.
(2) Since, petitioner and her siblings are not compulsory heirs of the decedent under
Article 887 of the Civil Code and as the decedent validly disposed of her properties in a
will duly executed and probated, petitioner has no legal right to claim any part of the
decedents estate.
Facts: Andres Enriquez, as one of the legatees in a document purporting to be the last will and testament of Father Sancho
Abadia, which was executed on September 6, 1923, filed a petition for its probate. Some cousins and nephews of the deceased,
who would inherit his estate if he left no will, filed opposition. The trial court ruled in favor of Enriquez, stating that even if the
said document is a holographic will, one which is not permitted by law at the time it was executed and at the time of the
testators death, such form of a will is already allowed at the time of the hearing of the case since the new Civil Code is already
enforced, and that to carry out the intention of the testator which according to the trial court is the controlling factor and may
override any defect in form. Hence, this petition.
Issue: Whether the reckoning period in deciding the validity of the holographic will of Rev. Sanchio, the time of the hearing of
the case shall be considered and not the time of its execution
Held: No. The validity of a will is to be judged not by the law enforce at the time of the testator's death or at the time the
supposed will is presented in court for probate or when the petition is decided by the court but at the time the instrument was
execute, as supported by Art. 795 of the new Civil Code. One reason in support of the rule is that although the will operates
upon and after the death of the testator, the wishes of the testator about the disposition of his estate among his heirs and
among the legatees is given solemn expression at the time the will is executed, and in reality, the legacy or bequest then
becomes a completed act.
When one executes a will which is invalid for failure to observe and follow the legal requirements at the time of its execution
then upon his death he should be regarded and declared as having died intestate, and his heirs will then inherit by intestate
succession, and no subsequent law with more liberal requirements or which dispenses with such requirements as to execution
should be allowed to validate a defective will and thereby divest the heirs of their vested rights in the estate by intestate
succession. The general rule is that the Legislature cannot validate void wills. Hence, the trial courts decision was reversed.
G.R.No.L32636March17,1930
InthematterEstateofEdwardRandolphHix,deceased.
A.W.FLUEMER,petitionerappellant,
vs.
ANNIECOUSHINGHIX,oppositorappellee.
MALCOLM,J.:
FACTS:Fleumer,thespecialadministratoroftheestateofEdwardRandolphHixappealedfromadecision
ofJudgeofFirstInstanceTuasondenyingtheprobateofthedocumentallegedtobythelastwilland
testamentofthedeceased.Appelleeisnotauthorizedtocarryonthisappeal.Wethink,however,thatthe
appellant,whoappearstohavebeenthemovingpartyintheseproceedings,wasa"personinterestedinthe
allowanceordisallowanceofawillbyaCourtofFirstInstance,"andsoshouldbepermittedtoappealto
theSupremeCourtfromthedisallowanceofthewill(CodeofCivilProcedure,sec.781,asamended;
Villanuevavs.DeLeon[1925],42Phil.,780).
ItistheoryofthepetitionerthattheallegedwillwasexecutedinElkins,WestVirginia,on
November3,1925,byHixwhohadhisresidenceinthatjurisdiction,andthatthelawsofWestVerginia
Code,Annotated,byHogg,CharlesE.,andascertifiedtobytheDirectoroftheNationalLibrary,should
govern.
ISSUE:WhetherornotthelawsofWestVirginiashouldgovern.
RULING:Thelawsofaforeignjurisdictiondonotprovethemselvesinourcourts.thecourtsofthe
PhilippineIslandsarenotauthorizedtotakeAmericanUnion.Suchlawsmustbeprovedasfacts.(Inre
EstateofJohnson[1918],39Phil.,156.)Heretherequirementsofthelawwerenotmet.Therewasnowas
printedorpublishedundertheauthorityoftheStateofWestVirginia,asprovidedinsection300ofthe
CodeofCivilProcedure.Norwastheextractfromthelawattestedbythecertificateoftheofficerhaving
chargeoftheoriginal,underthesaleoftheStateofWestVirginia,asprovidedinsection301oftheCode
ofCivilProcedure.NoevidencewasintroducedtoshowthattheextractfromthelawsofWestVirginia
wasinforceatthetimetheallegedwillwasexecuted.
Note:Inaddition,thedueexecutionofthewillwasnotestablished.Theonlyevidenceonthis
pointistobefoundinthetestimonyofthepetitioner.Asidefromthis,therewasnothingtoindicatethatthe
willwasacknowledgedbythetestatorinthepresenceoftwocompetentwitnesses,ofthatthesewitnesses
subscribedthewillinthepresenceofthetestatorandofeachotherasthelawofWestVirginiaseemsto
require.OnthesuppositionthatthewitnessestothewillresidewithoutthePhilippineIslands,itwouldthen
thedutyofthepetitionertoproveexecutionbysomeothermeans(CodeofCivilProcedure,sec.633.)
ItwasalsonecessaryforthepetitionertoprovethatthetestatorhadhisdomicileinWestVirginia
andnotestablishthisfactconsistedoftherecitalsintheCATHYwillandthetestimonyofthepetitioner.
AlsoinbeginningadministrationproceedingsoriginallyinthePhilippineIslands,thepetitionerviolatedhis
owntheorybyattemptingtohavetheprincipaladministrationinthePhilippineIslands.
Whiletheappealpendingsubmissioninthiscourt,theattorneyfortheappellantpresentedan
unverifiedpetitionaskingthecourttoacceptaspartoftheevidencethedocumentsattachedtothepetition.
Oneofthesedocumentsdisclosesthatapaperwritingpurportingtobethewaspresentedforprobateon
June8,1929,totheclerkofRandolphCountry,StateofWestVirginia,invacation,andwasdulyproven
bytheoathsofDanaWamsleyandJosephL.MAdden,thesubscribingwitnessesthereto,andorderedto
berecordedandfiled.Itwasshownbyanotherdocumentthat,invacation,onJune8,1929,theclerkof
courtofRandolphCountry,WestVirginia,appointedClaudeW.Maxwellasadministrator,cum
testamentoannexo,oftheestateofEdwardRandolphHix,deceased.Inthisconnection,itistobenoted
thattheapplicationfortheprobateofthewillinthePhilippineswasfiledonFebruary20,1929,whilethe
proceedingsinWestVirginiaappeartohavebeeninitiatedonJune8,1929.Thesefactsarestrongly
indicativeofanintentiontomakethePhilippinestheprincipaladministrationandWestVirginiathe
ancillaryadministration.Howeverthismaybe,noattempthasbeenmadetocomplywithCivilProcedure,
fornohearingonthequestionoftheallowanceofawillsaidtohavebeenprovedandallowedinWest
Virginiahasbeenrequested.Thereisnoshowingthatthedeceasedleftanypropertyatanyplaceotherthan
thePhilippineIslandsandnocontentionthatheleftanyinWestVirginia.
ReferencehasbeenmadebythepartiestoadivorcepurportedtohavebeenawardedEdward
RandolphHixfromAnnieCousinsHixonOctober8,1925,intheStateofWestspecificpronouncements
onthevalidityorvalidityofthisallegeddivorce.
Foralloftheforegoing,thejudgmentappealedfromwillbeaffirmed,withthecostsofthis
instanceagainsttheappellant.
Facts: SpousesBernabedelaCernaandGervaciaRebaca,executedajointwillandtestamentinthelocaldialectwherebythey
willedthatthepropertiesduringtheirmarriagebegiventoManuelaRebaca,theirniece,becausetheydidnothaveanychild.Bernabe
diedonAugust30,1939,andtheaforesaidwillwassubmittedtoprobatebysaidGervasiaandManuelabeforetheCFIofCebu.Upon
thedeathofGervasia,anotherpetitionfortheprobateofthesamewillinsofarasGervasiawasconcernedwasfiledonNovember6,
1952ofthesameCFI,butfailureofthepetitionerandherattorneytoappear,thecasewasdismissed.
TheCFIorderedthepetitionheardanddeclaredthetestamentnullandvoid,forbeingexecutedcontrarytotheprohibitionofjoint
willintheCivilCode.Onappeal,theCAreversedthedecisiononthegroundthatthedecreeofprobatein1939wasissuedbyacourt
ofprobatejurisdictionandconclusiveonthedueexecutionofthetestament.
Issue: Whetherthejointwillexecutedbythespouses,despiteitsprohibitionundertheCivilCode,canbeconsideredasvalid
Held:Yes.Admittedlytheprobateofthewillin1939waserroneous,however,becauseitwasprobatedbyacourtofcompetent
jurisdictionithasconclusiveeffectandafinaljudgmentrenderedonapetitionfortheprobateofawillisbindinguponthewhole
world.Still,thisisonlytruewithrespecttotheestateofthehusbandbutcannotaffecttheestateofthewife,whowasthenstillalive,
andoverwhoseinterestintheconjugalpropertiestheprobatecourtacquirednojurisdiction,preciselybecauseherestatecouldnot
thenbeinissue.BeitrememberedthatpriortothenewCivilCode,awillcouldnotbeprobatedduringthetestator'slifetime.
Consideringthatajointwillisaseparatewillofeachtestator,Itfollowsthatthevalidityofthejointwill,insofarastheestateofthe
wifewasconcerned,mustbe,onherdeath,reexaminedandadjudicateddenovo.Hence,theundividedinterestofthewifeshould
passuponherdeathtoherintestateheirsandnottothetestamentaryheir
Adecreeofprobatedecreeisconclusiveonthedueexecutionandtheformalvalidityofthewillsubjecttosuchprobate.