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LEGITIME
B. Who are entitled to legitimes: Compulsory heirs. Arts. 887, 902
Rosales v. Rosales, 148 SCRA 69
Republic of the Philippines
SUPREME COURT
Manila
FIRST DIVISION
GANCAYCO, J.:
In this Petition for Review of two (2) Orders of the Court of First Instance of Cebu the
question raised is whether the widow whose husband predeceased his mother can inherit
from the latter, her mother-in-law.
It appears from the record of the case that on February 26, 1971, Mrs. Petra V. Rosales, a
resident of Cebu City, died intestate. She was survived by her husband Fortunate T. Rosales
and their two (2) children Magna Rosales Acebes and Antonio Rosales. Another child,
Carterio Rosales, predeceased her, leaving behind a child, Macikequerox Rosales, and his
widow Irenea C. Rosales, the herein petitioner. The estate of the dismissed has an estimated
gross value of about Thirty Thousand Pesos (P30,000.00).
On July 10, 1971, Magna Rosales Acebes instituted the proceedings for the settlement of the
estate of the deceased in the Court of First Instance of Cebu. The case was docketed as
Special Proceedings No. 3204-R. Thereafter, the trial court appointed Magna Rosales
Acebes administratrix of the said estate.
In the course of the intestate proceedings, the trial court issued an Order dated June 16,
1972 declaring the following in individuals the legal heirs of the deceased and prescribing
their respective share of the estate
Fortunata T. Rosales (husband), 1/4; Magna R. Acebes (daughter), 1/4;
Macikequerox Rosales, 1/4; and Antonio Rosales son, 1/4.
This declaration was reiterated by the trial court in its Order I dated February 4, 1975.
These Orders notwithstanding, Irenea Rosales insisted in getting a share of the estate in her
capacity as the surviving spouse of the late Carterio Rosales, son of the deceased, claiming
that she is a compulsory heir of her mother-in-law together with her son, Macikequerox
Rosales.
Thus, Irenea Rosales sought the reconsideration of the aforementioned Orders. The trial
court denied her plea. Hence this petition.
In sum, the petitioner poses two (2) questions for Our resolution petition. First is a widow
(surviving spouse) an intestate heir of her mother-in-law? Second are the Orders of the
trial court which excluded the widow from getting a share of the estate in question final as
against the said widow?
Our answer to the first question is in the negative.
Intestate or legal heirs are classified into two (2) groups, namely, those who inherit by their
own right, and those who inherit by the right of representation. 1 Restated, an intestate heir
can only inherit either by his own right, as in the order of intestate succession provided for in the
Civil Code, 2 or by the right of representation provided for in Article 981 of the same law. The
relevant provisions of the Civil Code are:
Art. 980. The children of the deceased shall always inherit from him in their
own right, dividing the inheritance in equal shares.
Art. 981. Should children of the deceased and descendants of other children
who are dead, survive, the former shall inherit in their own right, and the latter
by right of representation.
Art. 982. The grandchildren and other descendants shag inherit by right of
representation, and if any one of them should have died, leaving several
heirs, the portion pertaining to him shall be divided among the latter in equal
portions.
Art. 999. When the widow or widower survives with legitimate children or their
descendants and illegitimate children or their descendants, whether
legitimate or illegitimate, such widow or widower shall be entitled to the same
share as that of a legitimate child.
There is no provision in the Civil Code which states that a widow (surviving spouse) is an
intestate heir of her mother-in-law. The entire Code is devoid of any provision which entitles
her to inherit from her mother-in- law either by her own right or by the right of representation.
The provisions of the Code which relate to the order of intestate succession (Articles 978 to
1014) enumerate with meticulous exactitude the intestate heirs of a decedent, with the State
as the final intestate heir. The conspicuous absence of a provision which makes a daughterin-law an intestate heir of the deceased all the more confirms Our observation. If the
legislature intended to make the surviving spouse an intestate heir of the parent-in-law, it
would have so provided in the Code.
Petitioner argues that she is a compulsory heir in accordance with the provisions of Article
887 of the Civil Code which provides that:
Art. 887. The following are compulsory heirs:
(1) Legitimate children and descendants, with respect to their legitimate
parents and ascendants;
(2) In default of the foregoing, legitimate parents and ascendants, with
respect to their legitimate children and descendants;
(3) The widow or widower;
(4) Acknowledged natural children, and natural children by legal fiction;
(5) Other illegitimate children referred to in article 287;
Compulsory heirs mentioned in Nos. 3, 4 and 5 are not excluded by those in
Nos. 1 and 2; neither do they exclude one another.
In all cases of illegitimate children, their filiation must be duly proved.
The father or mother of illegitimate children of the three classes mentioned,
shall inherit from them in the manner and to the extent established by this
Code.
The aforesaid provision of law 3 refers to the estate of the deceased spouse in which case the
surviving spouse (widow or widower) is a compulsory heir. It does not apply to the estate of a
parent-in-law.
Indeed, the surviving spouse is considered a third person as regards the estate of the
parent-in-law. We had occasion to make this observation in Lachenal v. Salas, 4 to Wit:
We hold that the title to the fishing boat should be determined in Civil Case
No. 3597 (not in the intestate proceeding) because it affects the lessee
thereof, Lope L. Leoncio, the decedent's son-in-law, who, although married to
his daughter or compulsory heir, is nevertheless a third person with respect
to his estate. ... (Emphasis supplied).
By the same token, the provision of Article 999 of the Civil Code aforecited does not support
petitioner's claim. A careful examination of the said Article confirms that the estate
contemplated therein is the estate of the deceased spouse. The estate which is the subject
matter of the intestate estate proceedings in this case is that of the deceased Petra V.
Rosales, the mother-in-law of the petitioner. It is from the estate of Petra V. Rosales that
Macikequerox Rosales draws a share of the inheritance by the right of representation as
provided by Article 981 of the Code.
The essence and nature of the right of representation is explained by Articles 970 and 971 of
the Civil Code, viz
Footnotes
1 III Tolentino, Commentaries and Jurisprudence on the Civil Code of the
Philippines 461, 1979 ed.
2 Articles 978 to 1014.
3 Art. 887 (3), Civil Code.
4 71 SCRA 262, 265 L-42257, June 14, 1976.
THIRD DIVISION
IN
RE: PETITION
FOR
PROBATE OF LAST WILL AND
TESTAMENT
OF
BASILIOSANTIAGO,
DECISION
CARPIO MORALES, J.:
Basilio Santiago (Basilio) contracted three marriagesthe first to
Bibiana Lopez, the second to Irene Santiago, and the third to Cecilia
Lomotan.Basilio and his first wife bore two offsprings, Irene and Marta, the
mother of herein oppositors Felimon, Leonila, Consolacion, Ananias,
Urbano, and Gertrudes, all surnamed Soco.
Basilio and his second wife had six offsprings, Tomas, Cipriano,
Ricardo, respondents Zoilo and Felicidad, and petitioner Ma. Pilar, all
surnamedSantiago.
Basilio and his third wife bore three children, Eugenia herein
petitioner Clemente, and Cleotilde, all surnamed Santiago.[1]
After Basilio died testate on September 16, 1973, his daughter by the
second marriage petitioner Ma. Pilar filed before the Regional Trial Court
(RTC) of Bulacan[2] a petition for the probate of Basilios will, docketed
as SP No. 1549-M. The will was admitted to probate by Branch 10 of the
RTC and Ma. Pilar was appointed executrix.
The will contained the following provisions, among others:
4. Ang mga ari-arian ko na nasasaysay sa itaas ay INIWAN,
IPINAGKAKALOOB, IBINIBIGAY, at IPINAMAMANA ko sa aking
mga nasabing tagapagmana sa ilalim ng gaya ng sumusunod:
xxxx
Intervention in SP No. 1549-M and its August 14, 1978 Order approving the
probate of the will constitute res judicata with respect to Civil Case No. 562M-90.[15] Thus the appellate court disposed:
WHEREFORE, premises considered, the Appeal is
hereby GRANTED. The Decision in Civil Case No. 562-M-90 is
hereby ANNULLED on the ground of res judicata. Let the Decree of
Distribution of the Estate of Basilio Santiago remain UNDISTURBED.
SO ORDERED.[16] (emphasis in the original; underscoring
supplied)
x x x x[20]
Opposing the motion, petitioners argued that with the approval of the
Final Accounting, Partition and Distribution in Accordance with the Will,
and with the subsequent issuance of certificates of title covering the
properties involved, the case had long since been closed and terminated.[22]
The probate court, finding that the properties in question would be
transferred to petitioners Ma. Pilar and Clemente for purposes of
administration only, granted the motion, by Order of September 5, 2003,
[23]
disposing as follows:
Respecting petitioners argument that the case had long been closed
and terminated, the trial court held:
x x x x [I]t is clear from the Last Will and Testament that
subject properties cannot actually be partitioned until after 20 years
from the death of the testator Basilio Santiago x x x x. It is, therefore,
clear that something more has to be done after the approval of said
Final Accounting, Partition, and Distribution. The testator Basilio
Santiago died on September 16, 1973, hence, the present action can
only be filed after September 16, 1993. Movants cause of action
accrues only from the said date and for which no prescription of action
has set in.
The principle of res judicata does not apply in the present
probate proceeding which is continuing in character, and
terminates only after and until the final distribution or settlement
of the whole estate of the deceased in accordance with the provision
of the will of the testator. The Order dated August 14, 1978 refers
only to the accounting, partition, and distribution of the estate of the
deceased for the period covering from the date of the filing of the
petition for probate on December 27, 1973 up to August 14, 1978. And
in the said August 14, 1978 order it does not terminate the appointment
of petitioner[s] Ma. PilarSantiago and Clemente Santiago as executrix
and administrator, respectively, of the estate of the deceased
particularly of those properties which were prohibited by the testator to
be partitioned within 20 years from his death. Since then up to the
present, Ma. Pilar Santiago and Clemente Santiago remain the executor
and administrator of the estate of the deceased and as such, they are
required by law to render an accounting thereof from August 14,
1978 up to the present; there is also now a need to partition and
[27]
WE CONCUR:
LUCAS P. BERSAMIN
Associate Justice
ROBERTO A. ABAD
Associate Justice
ATTESTATION
I attest that the conclusions in the above Decision had been reached in
consultation before the case was assigned to the writer of the opinion of the
Courts Division.
CONCHITA CARPIO MORALES
Associate Justice
CERTIFICATION
Pursuant to Section 13, Article VIII of the Constitution, and the Division
Chairpersons Attestation, I certify that the conclusions in the above decision
had been reached in consultation before the case was assigned to the writer
of the opinion of the Courts Division.
RENATO C. CORONA
Chief Justice
Additional member per Special Order No. 875 dated August 2, 2010 in view of the sick leave of absence
of Associate Justice Arturo D. Brion.
**
Designated as Additional Member, per Special Order No. 843 (May 17, 2010), in view of the vacancy
occasioned by the retirement of Chief Justice Reynato S. Puno.
[1]
As narrated in the Last Will and Testament of Basilio Santiago; Vide: Joint Record on Appeal, p. 12.
[2]
Then the Court of First Instance of Bulacan.
[3]
Joint Record on Appeal, pp. 15-17.
[4]
Records, pp. 89.
[5]
Id. at 97-102.
[6]
Id. at 108.
[7]
CA rollo, p. 228.
[8]
Records, pp. 271-275.
[9]
Article 979: Legitimate children and their descendants succeed to the parents and other ascendants,
without distinction as to sex or age, and even if they should come from different marriages.
An adopted child succeeds to the property of the adopting parents in the
same manner as a legitimate child.
Article 980: The children of the deceased shall always inherit, from him in their own
right, dividing the inheritance in equal shares.
Article 981: Should children of the deceased and descendants of other children who
are dead, survive, the former shall inherit in their own right, and the latter by right of
representation.
[10]
Records, p. 380.
[11]
Rollo, p. 302.
[12]
Records, p. 421.
[13]
Id. at 423.
[14]
Penned by Justice Candido Rivera with the concurrence of Justices Delilah Vidallon-Magtolis and Juan
Q. Enriquez.
[15]
Rollo, pp. 304-305.
[16]
Id. at 308.
[17]
Id. at 309.
[18]
Id. at 312.
[19]
Records, pp. 390-396.
[20]
Id. at 393-394.
[21]
Id. at 394.
[22]
Id. at 409-415.
[23]
Id. at 824-847.
[24]
Id. at 846-847.
[25]
Id. at 623.
[26]
Id. at 629-647
[27]
CA rollo, pp. 221-239, Decision of February 23, 2007, penned by Court of Appeals Associate Justice
Hakim S. Abdulwahid, with the concurrence of Associate Justices Reynato C. Dacudao and Arturo
G. Tayag.
[28]
Rollo, pp. 34-60.
[29]
Id. at 46-47.
[30]
Sec. 47. Effect of judgments or final orders.-The effect of a judgment or final order rendered by a court
of the Philippines, having jurisdiction to pronounce the judgment or final order, may be as follows:
(a) x x x x
(b) In other cases, the judgment or final order is, with respect to the matter directly adjudged or as
to any other matter that could have been raised in relation thereto, conclusive between the parties
and their successors in interest by title subsequent to the commencement of the action or special
proceeding, litigating for the same thing and under the same title and in the same capacity; and
(c) In any other litigation between the same parties or their successors in interest, that only is
deemed to have been adjudged in a former judgment or final order which appears upon its face to
have been so adjudged, or which was actually and necessarily included therein or necessary
thereto.
[31]
Chris Garments Corp. v. Sto. Tomas, G.R. No. 167426, January 12, 2009, 576 SCRA 13, 21
citing Oropeza Marketing Corp. v. Allied Bank, G.R. No. 129788, 393 SCRA 278, 287 (2002).
[32]
Id. at 21-22 citing Heirs of Rolando Abadilla v. Galarosa, G.R. No. 149041, 494 SCRA 675, 686 (2006).
[33]
Joint Record on Appeal, p. 16.
[34]
CA rollo, pp. 234-235.