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Batungbakal
4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
Spouses acquired several properties including a parcel of land in that portion could have been, and was actually, levied upon and
Pasig, a property in Pinagbuhatan Pasig and Lots 5,6 and 7. Whensold on auction by the provincial sheriff of Rizal. Thus, a separate
Marcelo Sr. died, Teofista, together with the other respondents, declaration of heirship by herein respondents is not necessary to
and Elpidio Suarez executed an Extrajudicial Settlement of Estate. annul the judicial sale of their share in the subject properties.
Despite the said partition, the properties remained under the
name of the spouses. Teofista continued to administer and
manage said properties.
In a case against Valente Raymundo and others, the
court ordered Teofista and Rizal Realty Coporation to pay
Raymundo P70,000.00 for damages. The subject properties were
levied to satisfy the judgment. Before the expiration of the
redemption period, herein respondents filed a revindicatory
action against Valente fof the annulment of the auction sale.
Reyes v. CA
G.R. No. L- 39537, March 19, 1985
Meanwhile, RTC ordered Teofista to vacate the premises and leave
[natural and spurious children]
Valente in peaceful possession thereof.
Respondents filed a Motion for Reconsideration which
was denied. They then filed a patition for certiorari before the Facts:
Placida Delgado, together with the other private
Court of Appeals which also dismissed the said petition.
In another litigation, a writ of preliminary injuction was respondents, filed a complaint before the CFI of Batangas praying
issued by the RTC of Pasig enjoining petitioner Valente from that Irene Delgado (alias Irene Reyes and Irene Ramero) be
transferring to third persons the levied properties based on its ordered to execute a deed of reconveyance in favor of Placido,
preliminary findings that the auctioned properties are co-owned Domingo and Paula, all surnamed Delgado respondents over five
parcels of land in Quezon and another deed of reconveyance in
by Teofista and the respondents.
Valente now contends that the respondents must firstfavor of Maximo Delgado over three parcels of land in Batangas.
Herein respondents alleged that Irene was able to
be declared as heirs before they can file an action to annul the
register the lands under her name by lying that she was the sole
judicial sale.
child of Francisco Delgado and thus entitled to inherit the parcels
of land.
Issue:
Irene filed an answer saying that she is the illegitimate
What are the rights of a primary compulsory heir and a
daughter of Genoveva Ramero and deceased Francisco Delgado.
secondary compulsory heir?
After her mother and Justino Reyes separated, her mother
cohabitated with Francisco Delgado. Irene also filed a counterHeld:
Compulsory succession is a distinct kind of succession, claim averring that as the illegitimate daughter of Francisco, she
albeit not categorized as such in Article 778 of the Civil Code. Ithas the right to represent her father to the inheritance left by her
reserves a portion of the net estate of the decedent in favor of grandmother, Benigna Castillo.
The CFI of Batangas dismissed the action for
certain heirs, or group of heirs, or combination of heirs, prevailing
over all kinds of succession. The portion that is so reserved is the reconveyance and declared Irene Delgado as the lawful owner of
legitime. Article 886 of the Civil Code defines legitime as that the parcels of land. However, the counterclaim of Irene was
part of the testators property which he cannot dispose of because dismissed for insufficiency of evidence. Both parties appealed to
the law has reserved it for certain heirs who are, therefore, called the Court of Appeals.
The Court of Appeals reversed the ruling of the lower
compulsory heirs. Herein respondents are primary compulsory
heirs, excluding secondary compulsory heirs, and preferred over court. It said that the self-adjudication executed by Irene is null
concurring compulsory heirs in the distribution of the decedents and void. The transfer certificates of title issued in the name of
Irene were cancelled and the titles covering the parcels of land
estate.
Even without delving into the Extrajudicial Settlement were reinstated in the name of Francisco. The Court of Appeals
of Marcelo Sr.s estate in 1957, it must be stressed that herein said that although Irene was the spurious daughter of Francisco,
respondents rights to the succession vested from the moment of she cannot inherit because she was not recognized wither
their fathers death. Herein respondents ownership of the subject voluntarily or by court action. Furthermore, the titles of the lots
properties is no longer inchoate; it became absolute upon cannot be executed in favor of herein respondents because in
Marcelos death, although their respective shares therein doing so it will be in effect a recognition by the court that herein
remained pro indiviso. Ineluctably, at the time the subject respondents are the only heirs of Francisco to the prejudice of
properties were sold on execution sale to answer for Teofistas other possible heirs or creditors of the deceased.
judgment obligation, the inclusion of herein respondents share
Issue:
therein was null and void.
Whether Irene Delgado could inherit the lot.
In fine, Teofistas ownership over the subject properties is
not absolute. Significantly, petitioner Valente does not even
attempt to dispute the conjugal nature of the subject properties. Held:
The doctrine that for an illegitimate child other than
Since Teofista owns only a portion of the subject properties, only
4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
Reserva Troncal
Padura v. Baldovino
G.R. No. L-11960, December 1958
Facts:
Facts:
4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
is the descendant, or the one at the end of the line from which the also contended that Article 811 of the Civil Code is not applicable
property came and upon whom the property last revolved by in this case because when she, by operation of law, entered into
descent. He is called the prepositus.
and succeeded to the possession of the property, said property
The reservatario receives the property as a conditionalhad, while in the possession of her mother, lost the character of
heir of the descendant (prepositus) said property merely revertingreservable property there being a legitimate daughter of
to the line of origin from which it had temporarily and Severina with the right to succeed her in all her rights, property
accidentally stayed during the reservista's lifetime. The authoritiesand actions. Mercedes alleged that there is no property reserved
are all agreed that there being reservatarios that survive thefor Encarnacion and others since there is a forced heiress entitled
reservists, the latter must be deemed to have enjoyed no more to the property left by the death of Severina.
than a than interest in the reservable property.
The CFI of Ilocos Sur dismissed the complaint and
ordered herein petitioners to pay the costs. The judgment was
affirmed on appeal.
Florentino v. Florentino
40 Phill 480
(4th civil degree excluded; cannot inherit the reserved
Issue:
property)
Who has the right to inherit the property?
Facts:
Held:
Apolonio Isabelo Floretino II married Antonia Faz de
Any ascendant who inherits from his descendant any
Leon. They had nine children namely Jose, Juan, Maria, property acquired by the latter gratuitously from some other
Encarnacion, Isabel, Espirita, Gabriel, Pedro and Magdalena.ascendant, or from a brother or sister, is obliged to reserve such of
When Antonia died, Apolonio married Severina Faz de Leon.the property as he may have acquired by operation of law for the
They had two children namely Mercedes and Apolonio III. Whenbenefit of relatives within the third degree belonging to the line
Apolonio II died, he was survived by his second wife Severina from which such property came.
and his ten children. His youngest son, Apolonio III was born a
Following the order prescribed by law in legitimate
month after he died.
succession, when there are relatives of the descendant within the
Apolonios children, Juan, Maria and Isabel died single third degree, the right of the nearest relative, called reservatario,
without any ascendants or descendants. Jose, one of Apoloniosover the property which the reservista (person holding it subject
children had three sons named Ramon, Miguel and Victorino and to reservation) should return to him, excludes that of the one
a daughter named Rosario. Espirita married Eugenio Singson andmore remote. The right of representation cannot be alleged when
was blessed with five children namely Emilia, Jesus, Lourdes, the one claiming same as a reservatario of the reservable property
Caridad and Dolores. Pedro had two children named Jose and is not among the relatives within the third degree belonging to
Asuncion.
the line from which such property came, inasmuch as the right
Before Apolonio II died, he executed a will before the granted by the Civil Code in article 811 is in the highest degree
notary public instituting as his universal heirs his ten children, his personal and for the exclusive benefit of designated persons who
to be born son Apolinio III, and Severina. He also said that his are the relatives, within the third degree, of the person from
property should be divided among all of his children in both whom the reservable property came. Therefore, relatives of the
marriages.
fourth and the succeeding degrees can never be considered as
Apolonio III predeceased his mother Severina. Severinareservatarios, since the law does not recognize them as such.
then succeeded to all his property. When Severina died, he left a
There are then seven reservatarios who are entitled to
will instituting as her universal heir his only living daughter the reservable property left at the death of Apolonio III; the
Mercedes. Mercedes then took possession of all the property posthumos son of the aforementioned Apolonio Isabelo II, to wit,
including the property which Severina inherited from her son his three children of his first marriage Encarnacion, Gabriel,
Apolonio III. The subject property is said to be a reservableMagdalena; his three children, Jose, Espirita and Pedro who are
property held by Severina in favor of her son Apolonio III.
represented by their own twelve children respectively; and
Encarnacion Florentino, daughter of Apolinio II from Mercedes Florentino, his daughter by a second marriage. All of
the first marriage, together with the herein petitioners, asked the plaintiffs are the relatives of the deceased posthumos son,
Mercedes to deliver their corresponding part of the reservable Apolonio Florentino III, within the third degree (four of whom
property. However despite several demands, Mercedes refuse to being his half-brothers and the remaining twelve being his
deliver the property or pay its value to Encarnacion. Thus, nephews as they are the children of his three half-brothers). As
Encarnacion together with the other petitioners filed a complaint the first four are his relatives within the third degree in their own
in the Court of First Instance of Ilocos Sur. They prayed that the right and the other twelve are such by representation, all of them
subject property be declared as a reservable property and are indisputably entitled as reservatarios to the property which
Mercedes and her husband be ordered to deliver to them their came from the common ancestor, Apolonio Isabelo, to Apolonio
share of the property in question.
Florentino III by inheritance during his life-time, and in turn by
Mercedes contended that she inherited the propertyinheritance to his legitimate mother, Severina Faz de Leon, widow
inherited by Severina from her son Apolonio III. This being the of the aforementioned Apolonio Isabelo Florentino II.
case, the property did not pass into the hands of strangers. She
The property inherited by Severina from her son
4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
Apolonio Florentino III, is reservable property. Encarnacion, et al. land in question. Reserva troncal applies only to legitimate family.
being relatives of the deceased Apolonio III within the third
According to Manresa, persons in whose favor the
degree, are entitled to six-sevenths of said reservable property. reservation is established is one of the most delicate points in the
Mercedes is entitled to the remaining seventh part thereof.
interpretation of Article 811. According to the said article, the
reservation is established in favor of parents who are within the
third degree and belong to the line from which the properties
came.
Reserva troncal treats of blood, relationship. It could not
be otherwise, because relationship by affinity is established
between each spouse and the family of the other, by marriage, and
to admit it, would be to favor the transmission of the properties of
the family of one spouse to that of the other, which is just what
this article intends to prevent.
Reserva troncal also treats of legitimate relationship. The
person obliged to reserve it a legitimate ascendant who inherits
from a descendant property which proceeds from the same
legitimate family, and this being true, there can be no question,
because the line from which the properties proceed must be the
line of that family and only in favor of that line is the reservation
established. Furthermore, we have already said, the object is to
protect the patrimony of the legitimate family, following the
precedents of the foral law. And it could not be otherwise. Article
943 denies to legitimate parents the right to succeed the natural
child and viceversa, from which it must be deduced that natural
parents neither have the right to inhering from legitimate ones;
the law in the article cited established a barrier between the two
families; properties of the legitimate family shall never pass by
operation of law to the natural family.
Nieva v. Alcala
G.R. No. L-13386 October 27, 1920
[reserva troncal applies only to legitimate family]
Facts:
Francisco Deocampo married Juliana Nieva. They had a
child named Alfeo Deocampo. Juliana is the alleged natural
mother of Segunda Maria Nieva. In 1889, Juliana died intestate
and Alfeo inherited two parcels of land. In 1890, Alfeo Deocampo
also died intestate and without issue. The two parcels of land
which Alfeo inherited from his mother passed to his father
Francisco by intestate succession.
Francisco later married Manuela Alcala. They had a
child named Jose Deocampo. Francisco died in 1914. Manuela and
Jose Deocampo took possession of the parcels of land in question.
A year after, Segunda Maria Nieva, claiming to be an
Sumaya v. IAC
acknowledged natural daughter of Juliana Nieva, filed an action
G.R. Nos. 68843-44, September 2, 1991
to recover the parcels of land before the Court of First Instance of
[upon the death of the reservista]
Tayabas. The CFI held that, even granting, that Segunda was an
acknowledged daughter if Juliana, she was not entitled to the Facts:
property because an illegitimate relative has no right to the
Jose Balantakbo Sr. married Consuelo Joaquin. They
reserva troncal under the provisions of Article 811 of the Civilwere blessed with seven children namely Amadeo, Sancho,
Code.
Donato, Luis, Erasto, Jose, Jr. and Raul.
Raul Balantakbo inherited from two different
ascendants two sets of properties. He inherited 1/3 interest over
Whether Segunda Maria Nieva has a right over thea parcel of land in Liliw Laguna from his father, Jose Sr. He also
parcels of land.
inherited a 1/7 interest over ten parcels of land from his maternal
grandmother, Luisa Bautista.
Held:
Raul died intestate, single, without any issue. He was
No, Segunda does not have a right over the parcels of survived by his mother Consuelo. Consuelo adjudicated unto
Issue:
4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
herself the subject properties. She then sold the property which
Raul inherited from his father to Mariquita Sumaya. Sumaya then
sold the property to Villa Honorio Development Corporation, Inc.
Villa Honorio Development Corporation transferred and assigned
its rights over the property in favor of Agro-Industrial Coconut
Cooperative, Inc.
Consuelo sold the other property to Villa Honorio
Carillo v. De Paz
G.R. No. L-22601, October 28, 1966
Development Corporation, Inc. The latter then transferred and
[prescriptive period]
assigned all its rights to the properties to Laguna Agro-Industrial
Coconut Cooperative, Inc. Both certificate of titles covering the
subject properties do not contain any annotation of its reservable Facts:
Spouses Severino Salak and Petra Garcia owned Lot No.
character.
When Consuelo died, Amadeo and his brothers 221 located in Tarlac. They mortgaged the said property for the
together with Luisa, Jose and Dolores, children of their deceased sum of P 1,200.00 to spouses Pedro Magat and Filomena Silva.
brother Jose Jr., filed a complaint before the CFI of Laguna to Said mortgage was registered. Later on, spouses Magat assigned
recover the properties claiming that such were subject to a reserva their mortgaged rights to Honaria Salak for P 1,632.00 with the
consent of the surviving debtor, Severino.
troncal in their favor.
In 1943, Severino transferred of his interest in the
The CFI of Laguna ordered Laguna Agro-Industrial
Coconut Cooperative to convey the properties to Amadeo et al. property to Honaria Salak for P 162.00. This transaction and
assignment of the mortgage credit were not registered in the office
The Court of Appeals affirmed said decision.
of the Register of Deeds nor annotated in the title.
An intestate proceedung was instituted for the
Issue:
Whether the property in question should be returned to settlement of the estate of Severino Salak and Petra Garcia. The
said proceeding included Lot No. 221. Said lot was adjudicated to
herein respondents.
Ernesto Bautista, Aurea Sahagun, Rita Sahagun and Francisca
Salak. Francisca Salak then acquired the shares of the other heirs
Held:
Yes, the property should be returned to the respondents by virtue of which TCT No. 970 covering Lot No. 221 was issued
as it is subject to reserva troncal. Moreover, herein petitionersin her name. Meanwhile, Honaria Salak died single living as sole
heir Agustina de Guzman.
cannot be considered as innocent purchasers for value.
A lease was executed by Francisca in favor of Gabino de
Upon the death of the propositus, Raul Balantakbo, the
reservista, Consuelo caused the registration of an affidavit of self- Leon and Asuncion Reyes covering Lot No. 221. A mortgage was
adjudication of the estate of Raul, wherein it was clearly statedalso executed thereon by the lessees in favor of the Rehabilitation
that the properties were inherited by Raul from his father Jose, Sr., Finance Corporation.
Agustina de Guzman then filed an action against
and from his maternal grandmother, Luisa Bautista. The said
affidavit was, in its form, declaration and substance, a recording Francisca in the CFI of Tarlac seeking the reconveyance to
with the Registry of Deeds of the reservable character of the Agustina of portion of Lot No. 221. The lower court dismissed
properties. In Spanish language, the affidavit clearly stated that the complaint saying that the court has no jurisdiction to entertain
the affiant, Consuelo, was a lone-ascendant and heir to Raul any collateral attack in the present action against the proceedings
Balantakbo, her son, who died leaving properties previously taken in the probate proceedings covering Lot No. 221.
inherited from other ascendants and which properties were
Issue:
inventoried in the said affidavit.
Whether the action had already prescribed.
However, the Supreme Court did not agree with the
disposition of the appellate court that there is no need to register
the reservable character of the property, if only for the protection Held:
No, the action had not yet prescribed. The lower court
of the reservees, against innocent third persons. In one of the
cases decided by the Supreme Court, it ruled that the reservable erred in dismissing the complaint.
While the Court admits that the sale made by Severino
character of a property may be lost to innocent purchasers for
value. Additionally, it was ruled therein that the obligation Salak of his undivided interest in the property to Honoria
imposed on a widowed spouse to annotate the reservableSalak, predecessor in interest of the plaintiff, has not been
character of a property subject of reserva viudal is applicable toregistered in the office of the Register of Deeds, nor annotated on
the Torrens Title covering it, such technical deficiency does not
reserva troncal.
But herein petitioners cannot be considered as innocent render the transaction ineffective, nor does it convert it into a
purchasers for value. This is evidenced by the affidavit executed mere monetary obligation. But it simply renders the transaction
by Consuelo and by other proofs showing that petitioners knewnot binding against a third person because, being a registered
land, the operative act to bind the land is the act of registration.
of the reservable character of the properties.
Said transaction however is valid and binding between the parties
and can serve as basis to compel the register of deeds to make the
necessary registration. Such being the case, it is error to say that
10
4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
plaintiff should have filed her claim in the intestate proceedings ofproperty was subdivided and assigned by Canta in favor of her 13
the late Severino Salak if she wanted to protect her interest in the children. The 13 children caused the issuance of separate free
land for, the transaction being binding between the parties, the patent titles in their favor covering the subdivided lots.
same can be invoked against them or their privies. This means
Another property, which is the West Avenue property is
that plaintiff can still press her claim against the heirs of the a residential lot purchased on installments by spouses Jose Sr. and
deceased Severino Salak who were made parties-defendants inCanuta. When Jose Sr. died Canuta shouldered the payment of
this case. These heirs cannot escape the legal consequence of this the remaining installment until the property was paid in full. A
transaction because they have inherited the property subject to deed of absolute sale conveying the house was issued in favor of
the liability affecting their common ancestor. The fact that Canuta.
Francisca Salak bought the shares of her co-heirs in said property
The lower court ruled in favor of herein respondents. It
is of no moment because in so far as the portion of the land declared the sale of the lots in Laguna in favor of Moises and
acquired by Honoria Salak is concerned, Francisca Salak can Magdalena null and void. The deeds of assignments executed by
recoup what she has parted with from her co-heirs when the timeCanuta in favor of her children were also declared null and void.
for read judgment comes. This matter can be threshed out when The house and lot in West Avenue was also ordered to be divided
the case is decided on the merits. For the present suffice it to state among Canuta and her children and Jose Sr.s heirs from his first
that the lower court erred in dismissing the complaint for the marriage. The ruling was appealed before the Intermediate
reasons set forth in its order subject of the present appeal.
Appellate Court. The IAC affirmed the decision of the trial court
with the modification that the entire house and lot in West
Avenue be divided into two value to Canuta and the 13
children to the extent of their respective proportional
contributions and the other half value to the second conjugal
partnership of Jose Velasquez, Sr. and Canuta Pagkatipunan to be
partitioned one-fourth to the wife and the other one-fourth
appertaining to the deceased Jose Sr. to be divided equally among
Computation of Legitime
his heirs.
Pagkatipunan v. IAC
G.R. No. 70722, July 3, 1991
[manner of computation]
Facts:
Issue:
How should legitime be computed?
Held:
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4th Set of Cases Wills & Succession (AY 2012-2013) Atty. Batungbakal
12