In the matter of the intestate
etc. Vs. Heirs of Marciana Rustia Vda. De Damian, et al.
This case concerns the settlement
of the intestate estates of Guillermo Rustia and Josefa Delgado. The main issue
in this case is relatively simple: who, between petitioners and respondents,
are the lawful heirs of the decedents. However, it is attended by several
collateral issues that complicate its resolution.
The claimants to the estates of
Guillermo Rustia and Josefa Delgado may be divided into two groups: (1) the
alleged heirs of Josefa Delgado, consisting of her half- and full-blood
siblings, nephews and nieces, and grandnephews and grandnieces, and (2) the
alleged heirs of Guillermo Rustia, particularly, his sisters, his nephews and
nieces, his illegitimate child, and the de facto adopted child (ampun-ampunan)
of the decedents.
The deceased Josefa Delgado was
the daughter of Felisa Delgado by one Lucio Campo. Felisa Delgado was never
married to Lucio Campo, hence, Josefa and her full-blood siblings were all
natural children of Felisa Delgado.
However, Lucio Campo was not the first and only man in Felisa
Delgados life. Before him was Ramon Osorio with whom Felisa had a son, Luis
Delgado. But, unlike her relationship with Lucio Campo which was admittedly one
without the benefit of marriage, the legal status of Ramon Osorios and Felisa
Delgados union is in dispute.
Succession
The alleged heirs of Josefa Delgado
1.
What is the relationship of Felisa Delgado and her siblings? May
her siblings inherit from Josefa Delgado?
Here, the above-named siblings of
Josefa Delgado were related to her by full-blood, except Luis Delgado, her
half-brother. Nonetheless, since they were all illegitimate, they may inherit
from each other. Accordingly, all of them are entitled to inherit from Josefa
Delgado.
2.
May the grandnephews and grandnieces inherit from Josefa
Delgado?
No. The only collateral relatives
of Josefa Delgado who are entitled to partake of her intestate estate are her
brothers and sisters, or their children who were still alive at the time of her
death. Under Article 972 of the new Civil Code, the right of representation in
the collateral line takes place only in favor of the children of brothers and
sisters (nephews and nieces). Consequently, it cannot be exercised by
grandnephews and grandnieces.
The alleged heirs of Guillermo
Rustia
3.
May the ampun-ampunan inherit from Guillermo Rustia?
No. The ampun-ampunan, who was
never adopted in accordance with law, was a legal stranger to the deceased
spouses and therefore not entitled to inherit from them ab intestato.
Adoption is a juridical act, a
proceeding in rem, which [created] between two persons a relationship similar
to that which results from legitimate paternity and filiation. Only an adoption
made through the court, or in pursuance with the procedure laid down under Rule
99 of the Rules of Court is valid in this jurisdiction. It is not of natural
law at all, but is wholly and entirely artificial. To establish the relation,
the statutory requirements must be strictly carried out, otherwise, the
adoption is an absolute nullity. The fact of adoption is never presumed, but
must be affirmatively [proven] by the person claiming its existence.
4.
Who may inherit from Guillermo Rustia?
Under
Article 1002 of the new Civil Code, if there are no descendants, ascendants,
illegitimate children, or surviving spouse, the collateral relatives shall
succeed to the entire estate of the deceased. Therefore, the lawful heirs of
Guillermo Rustia are the remaining claimants, consisting of his sisters, nieces
and nephews.
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