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oppositors-appellants.
Jul25
FACTS:
Jose Eugenio Ramirez, a Filipino national, died in Spain on December
11, 1964, with only his widow as compulsory heir. His will was admitted
to probate by the Court of First Instance of Manila, Branch X, on July
27, 1965. Maria Luisa Palacios was appointed administratrix of the
estate.
On June 23, 1966, the administratrix submitted a project of partition as
follows: the property of the deceased is to be divided into two parts.
One part shall go to the widow en plenodominio in satisfaction of her
legitime; the other part or free portion shall go to Jorge and Roberto
Ramirez en nudapropriedad. Furthermore, one third (1/3) of the free
portion is charged with the widows usufruct and the remaining two-
third (2/3) with a usufruct in favor of Wanda.
Brief Facts: The testator instituted Wanda as first heir, and Juan and
Horacio as second heirs in a fideicommissary substitution. Juan and
Horacio are strangers to Wanda.
FACTS:
1. Jose Eugenio Ramirez, a Filipino national, died in Spain in 1964, with
only his widow as compulsory heir. His will was admitted to probate
by the CFI of Manila in 1965. Maria Luisa Palacios was appointed
administratrix of the estate.
2. In 1966, Palacios submitted a project of partition. Jose Eugenios
property is to be divided into two parts.
One part shall go to Marcelle (Jose Eugenios French widow who
lives in Paris) en pleno dominio" 1 in satisfaction of her legitime;
the other part or "free portion" shall go to Jorge and Roberto
Ramirez "en nuda propriedad".2
Furthermore, 1/3 of the free portion is charged with the widow's
usufruct and the remaining 2/3 with a usufruct in favor of Wanda
de Wrobleski (Jose Eugenios Austrian companion who lives in
Spain).
3. Jorge and Roberto (Jose Eugenios grandnephews) opposed the
project of partition on the following grounds:
(a) The provisions for vulgar substitution in favor of Wanda with
respect to the widow's usufruct and in favor of Juan Pablo
Jankowski and Horacio Ramirez, with respect to Wanda's usufruct
are invalid because the first heirs (Marcelle and Wanda) survived
the testator;
(b) The provisions for fideicommissary substitutions are invalid
because the first heirs are not related to the second heirs or
substitutes within the first degree, as provided in Art. 863, CC;
(c) The grant of a usufruct over real property in the Philippines in
favor of Wanda, an alien, violates Sec. 5, Art. III of the Philippine
Constitution; and
(d) The proposed partition of the testator's interest in the Santa Cruz
(Escolta) Building between Marcelle and the appellants violates
the testator's express will to give this property to them (Jorge and
Roberto).
4. Lower court approved the project of partition. Jorge and Roberto
appealed.
ISSUES:
1.Whether the 1/3 usufruct over the free portion in favor of Marcelle is
valid [NO]
2.Whether the fideicommissary substitution in connection with
Wandas usufruct over 2/3 of the estate in favor of Juan Pablo and
Horacio is valid [NO]
3.Whether Wandas usufruct is valid [YES]
RATIO:
1. NO. It appears that the court a quo approved the usufruct in favor of
Marcelle because the testament provides for a usufruct of 1/3 of the
estate in her favor. The court a quo erred for Marcelle who is entitled
1
Freehold.
2
In bare ownership.
to of the estate en pleno dominio as her legitime and which is
more than what she is given under the will is not entitled to have
any additional share in the estate. To give Marcelle more than her
legitime will run counter to the testators intention, seeing as the
latters dispositions even impaired Marcelles legitime and tended to
favor Wanda.
Appellants here also questioned the legality of the vulgar
substitution in favor of Wanda with respect to Marcelles usufruct.
However, since Marcelle is not entitled to any usufruct, the
question has become moot.
c. Effect
d. When Extinguished
9. Testamentary Dispositions
a. In General
ISSUES
HELD
1. NO
Ratio
Reasoning
Hence, they are now precluded from attacking the validity of the
partition or any part of it in the guise of a complaint for
reconveyance. A party cannot, in law and in good conscience be
allowed to reap the fruits of a partition, agreement or judgment
and repudiate what does not suit him. Thus, where a piece of
land has been included in a partition and there is no allegation
that the inclusion was affected through improper means or
without petitioners knowledge, the partition barred any further
litigation on said title and operated to bring the property under
the control and jurisdiction of the court for its proper disposition
according to the tenor of the partition.
2. NO
Ratio
Reasoning
Facts:
1. Basilia Austria executed a will wherein the bulk of her estate was
given to the respondents, alll have been declared by the former as her
legally adopted children.
2. During her lifetime, Basilia filed a petition for the probate of her will. It
was opposed by the petitioners who are the nephews and nieces. The
opposition was dismissed and the will was allowed.
4. The lower court held that the validity or invalidity is not material to the
institution of heirs. It held that the testator was possessed of
testamentary capacity and her last will was executed free from
falsification, fraud, trickery or undue influence.
Facts: Basilia Austria vda. de Cruz filed with the CIF of Rizal a petition for probate, ante mortem, of her
last will and testament. The probate was opposed by the present petitioners. This opposition was dismissed
and the probate of the will was allowed after due hearing.
The bulk of the estate of Basilia, admittedly, was destined under the will to pass on to the respondents all of
whom had been assumed and declared by Basilia as her own legally adopted children.
More than two years after her will was allowed to probate, Basilia died. The respondent Perfecto Cruz was
appointed executor without bond by the same court in accordance with the provisions of the decedents will,
notwithstanding the blocking attempt pursued by the petitioner Ruben Austria.
Finally, the present petitioners filed in the same proceedings a petition in intervention for partition alleging
in substance that they are the nearest of kin of Basilia, and that the five respondents Perfecto Cruz, et al.,
had not in fact been adopted by the decedent in accordance with law, in effect rendering these respondents
mere strangers to the decedent and without any right to succeed as heirs.
Issue: WON the institution of the heirs would retain efficacy in the event there exists proof that the
adoption of the same heirs by the decedent was false
Held: YES.
Ratio: Article 850 of the Civil Code which reads, The statement of a false cause for the institution of an
heir shall be considered as not written, unless it appears from the will that the testator would not have
made such institution if he had known the falsity of such cause.
Before the institution of heirs may be annulled under article 850 of the Civil Code, the following requisites
must concur: First, the cause for the institution of heirs must be stated in the will; second, the cause must
be shown to be false; and third, it must appear from the face of the will that the testator would not have
made such institution if he had known the falsity of the cause.
From the use of the terms, sapilitang tagapagmana (compulsory heirs) and sapilitang mana (legitime),
that the impelling reason or cause for the institution of the respondents was the testatrixs belief that under
the law she could not do otherwise. If this were indeed what prompted the testatrix in instituting the
respondents, she did not make it known in her will. Surely if she was aware that succession to the legitime
takes place by operation of law, independent of her own wishes, she would not have found it convenient to
name her supposed compulsory heirs to their legitimes. Her express adoption of the rules on legitimes
should very well indicate her complete agreement with that statutory scheme. But even this, like the
petitioners own proposition, is highly speculative of what was in the mind of the testatrix when she
executed her will. One fact prevails, however, and it is that the decedents will does not state in a specific or
unequivocal manner the cause for such institution of heirs. We cannot annul the same on the basis of
guesswork or uncertain implications.
The phrases, mga sapilitang tagapagmana and sapilitang mana, were borrowed from the language of
the law on succession and were used, respectively, to describe the class of heirs instituted and the abstract
object of the inheritance. They offer no absolute indication that the decedent would have willed her estate
other than the way she did if she had known that she was not bound by law to make allowance for
legitimes. Her disposition of the free portion of her estate (libre disposicion) which largely favored the
respondent Perfecto Cruz, the latters children, and the children of the respondent Benita Cruz, shows a
perceptible inclination on her part to give to the respondents more than what she thought the law enjoined
her to give to them. Compare this with the relatively small devise of land which the decedent had left for
her blood relatives, including the petitioners Consuelo Austria-Benta and Lauro Mozo and the children of the
petitioner Ruben Austria. Were we to exclude the respondents Perfecto Cruz, et al. from the inheritance,
then the petitioners and the other nephews and nieces would succeed to the bulk of the testate by intestacy
a result which would subvert the clear wishes of the decedent.
Facts:
Donya Leona left a will stating that upon Consolacions Crisologo's death deathwhether this
happens before or after that of Donya Leona's deathConsolacion's share shall belong to the
brothers of the Donya Leona.
Issue:
Held:
A careful perusal of the testamentary clause under consideration shows that the substitution of
heirs provided for therein is not expressly made of the o f ideicommissa kind, nor does it contain
a clear statement to the effect that appellee, during her lifetime, shall only enjoy usufructuary
rights over the property bequeathed to her, naked ownership thereof being vested in the
brothers of the testatrix. As already stated, it merely provides that upon appellee's death
whether this happens before or after that of the testatrixher share shall belong to the brothers
of the testatrix.
The last will of the deceased Da. Leona Singson, established a mere sustitucion vulgar, the
substitution Consolacion Florentino by the brothers of the testatrix to be effective or to take place
upon the death of the former, whether it happens before or after that of the testatrix.