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CASE # 18 - Finding that the motion of Fortunato Borromeo

was already barred by the order of the court


G.R. No. L-41171 July 23, 1987 dated April 10, 1969, the court dismissed the
motion.
INTESTATE ESTATE OF THE LATE VITO
BORROMEO, PATROCINIO BORROMEO-  Fortunato filed a motion for reconsideration. In the
HERRERA, petitioner, memorandum he submitted, Fortunato changed the
vs. basis for his claim to a portion of the estate. He
FORTUNATO BORROMEO and HON. FRANCISCO P. asserted and incorporated a WAIVER OF
BURGOS, Judge of the Court of First Instance of HEREDITARY RIGHTS (7/31/1967). In the waiver,
Cebu, Branch II, respondents. five of the nine heirs relinquished to Fortunato their
shares in the disputed estate.
 Vito Borromeo, a widower, died on March 13, 1952,
at the age of 88 years, without forced heirs but  PETITIONER’S CONTENTION: The trial court,
leaving extensive properties in the province of Cebu. acting as a probate court, had no jurisdiction to take
All his brothers and sisters predeceased him. cognizance of the claim; Fortunato is estopped from
 On April 19, 1952, JOSE JUNQUERA filed a petition asserting the waiver agreement; that the waiver
for the probate of a one page document as the last agreement is void as it was executed before the
will and testament, devising all his properties to declaration of heirs; that the same is void having
Tomas, Fortunato and Amelia (all surnamed been executed before the distribution of the estate
Borromeo), in equal and undivided shares and and before the acceptance of the inheritance; and
designating Junquera as executor. that it is void ab initio and inexistent for lack of
subject matter.
 Oppositions to the probate of the will were filed. On
May 28, 1960, the probate court held that the - The "Waiver of Hereditary Rights" has been
document presented as the will of the deceased cancelled and revoked on June 29, 1968, by
was a forgery. The decision was affirmed upon Tomas L. Borromeo, Fortunato Borromeo and
appeal. Amelia Borromeo, is without force and effect
because there can be no effective waiver of
hereditary rights before there has been a valid
 The testate proceedings was converted into an
acceptance of the inheritance the heirs intend to
intestate proceedings. Several parties came before
transfer. Pursuant to Article 1043 of the Civil
the court filing claims or petitions alleging
Code, to make acceptance or repudiation of
themselves as heirs of the intestate estate of Vito
inheritance valid, the person must be certain of
Borromeo.
the death of the one from whom he is to inherit
and of his right to the inheritance. Since the
 On April 10, 1969, the trial court issued an order petitioner and her co-heirs were not certain of
declaring the following, to the exclusion of all others, their right to the inheritance until they were
as the INTESTATE HEIRS OF THE DECEASED declared heirs, their rights were, therefore,
VITO BORROMEO: Jose Cuenco Borromeo, Judge uncertain.
Crispin Borromeo, Vitaliana Borromeo, Patrocinio
Borromeo Herrera, Salud Borromeom Asuncion
 RESPONDENT’S CONTENTION: Under Article
Borromeo, Marcial Borromeom Amelinda Borromeo
1043 of the Civil Code there is no need for a person
de Talam, and, The heirs of Canuto Borromeo.
to be first declared as heir before he can accept or
repudiate an inheritance. What is required is that he
- The court also ordered that the assets of the must first be certain of the death of the person from
intestate estate of Vito Borromeo shall be whom he is to inherit and that he must be certain of
divided into 4/9 and 5/9 groups and distributed in his right to the inheritance. He points out that at the
equal and equitable shares among the 9 time of the signing of the waiver document on July
declared intestate heirs. 31, 1967, the signatories to the waiver document
were certain that Vito Borromeo was already dead
 On August 25, 1972, respondent FORTUNATO as well as of their rights to the inheritance as shown
BORROMEO filed a motion to be declared as one of in the waiver document itself.
the heirs of the deceased, alleging that he is an
illegitimate son and that he was omitted in the  On December 24, 1974, the trial court concluding
declaration of heirs. that the five declared heirs who signed the waiver
agreement assigning their hereditary rights to
- As an acknowledged illegitimate child, he stated Fortunato Borromeo had lost the same rights,
that he was entitled to a legitime equal in every declared the latter as entitled to 5/9 of the estate of
case to four-fifths of the legitime of an Vito Borromeo.
acknowledged natural child.
ISSUE: Whether or not the Waiver of Hereditary Rights otherwise, there would not be any reason for
executed in 7/31/1967 is valid as to entitle Fortunato to Fortunato, Tomas, and Amelia Borromeo to
the estate of Vito? mention the heirs in the offer to settle the case
amicably, and offer to concede to them parts of
RULING: the estate of the deceased

 The heirs could waive their hereditary rights in 1967 - (2) On April 21 and 30, 1969, the majority of the
even if the order to partition the estate was issued declared heirs executed an Agreement on how
only in 1969. the estate they inherited shall be distributed. The
- In Osorio v. Osorio and Ynchausti Steamship Agreement of Partition was approved by the trial
Co., the Court held: The properties included in an court on August 15, 1969.
existing inheritance cannot be considered as
belonging to third persons with respect to the - (3) On June 29, 1968, the petitioner signed a
heirs, who by fiction of law continue the document entitled Deed of Assignment purporting
personality of the former. Nor do such properties to transfer and assign in favor of the respondent
have the character of future property, because and Tomas and Amelia Borromeo all her
the heirs acquire a right to succession from (Patrocinio B. Herrera's) rights, interests, and
the moment of the death of the deceased participation as an intestate heir in the estate of
(Article 657 and applied by Article 661), the heirs the deceased Vito Borromeo.
succeed the deceased by the mere fact of
death. More or less, time may elapse from the - (4) On June 29, 1968, the respondent Tomas,
moment of the death of the deceased until the and Amelia Borromeo (assignees in the deed of
heirs enter into possession of the hereditary assignment) in turn executed a Deed of
property, but the acceptance in any event Reconveyance in favor of the heirs-assignors
retroacts to the moment of the death (Article named in the same deed of assignment. The
989). The right is vested, although stated consideration was P50,000.00;
conditioned upon the adjudication of the
corresponding hereditary portion. - (5) A Cancellation of Deed of Assignment and
Deed of Reconveyance was signed by Tomas
 However, the purported "Waiver of Hereditary Borromeo and Amelia Borromeo on October 15,
Rights" cannot be considered to be effective. 1968, while Fortunato Borromeo signed this
document on March 24, 1969.
- For a waiver to exist, three elements are
essential: (1) the existence of a right; (2) the  ISSUE OF JURISDICTION: The trial court had
knowledge of the existence thereof; and (3) an jurisdiction to pass upon the validity of the waiver
intention to relinquish such right. agreement. In Special Proceedings No. 916-R the
lower court disallowed the probate of the will and
- The intention to waive a right or advantage must declared it as fake. Upon appeal, the Court affirmed
be shown clearly and convincingly, and when the the decision of the lower court. Subsequently,
only proof of intention rests in what a party does, several parties came before the lower court filing
his act should be so manifestly consistent with, claims or petitions alleging themselves as heirs of
and indicative of an intent to, voluntarily the intestate estate of Vito Borromeo. There is no
relinquish the particular right or advantage that no impediment to the trial court in exercising jurisdiction
other reasonable explanation of his conduct is and trying the said claims or petitions. Moreover, the
possible. jurisdiction of the trial court extends to matters
incidental and collateral to the exercise of its
 The circumstances of this case that the signatories recognized powers in handling the settlement of the
to the waiver document did not have the clear and estate.
convincing intention to relinquish their rights, Thus:
 [COMMENT: Bwisit ‘tong case na ‘to.  Ang
- (1) On October 27, 1967, Fortunato, Tomas, and haba…tapos konti lang ung kailangan. Pero to
Amelia Borromeo filed a pleading entitled summarize the cases that were consolidated: (1)
"Compliance" wherein they submitted a proposal G.R. No. 41171; (2) G.R. No. 55000: Issues are
for the amicable settlement of the case. In this similar to the issues raised in G.R. No. 41171; the
document, the respondent recognizes and supposed waiver of hereditary rights cannot be
concedes that the petitioner is an heir of the validated. The essential elements of a waiver,
deceased Vito Borromeo, entitled to share in the especially the clear and convincing intention to
estate. This shows that the "Waiver of Hereditary relinquish hereditary rights, are not found in this
Rights" was never meant to be what the case; (3) G.R. No. 62895: For the termination and
respondent purports it to be. Had the intent been 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.]

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