19 Intestate Estate of Borromeo v. Borromeo

Intestate Estate of Borromeo v.
Borromeo
GR No. L-41171—July 23, 1987
J. Gutierrez, Jr.
Topic: Provisions Common to Testate and Intestate Succession—Acceptance and Repudiation of the
Inheritance
Doctrine: According to NCC Art. 989, the properties included in an existing inheritance cannot be
considered as belonging to third persons with respect to the heirs, who by fiction of law continue the
personality of the former. The heirs succeed the deceased by the mere fact of death. More or less, time
may elapse from the moment of the death of the deceased until the heirs enter into possession of the
hereditary property, but the acceptance in any event retroacts to the moment of the death. The right is
vested, although conditioned upon the adjudication of the corresponding hereditary portion
Petitioners:
Respondents:
FACTS: Fortunato Borromeo was claiming for his share in the estate of the deceased Vito Borromeo
by virtue of his being an illegitimate son. Initially, he filed a petition for the probate of a one-page
document as the last will and testament purportedly left by the decedent. However, the lower court
ruled that such will was forged. The testate proceedings became intestate proceedings. The heirs signed
an agreement of partition. However, Fortunato filed a motion that he be declared an heir of the
deceased which was dismissed. Subsequently, he filed an MFR alleging that the heirs repudiated their
claims in the estate of the decedent by virtue of a Waiver of Hereditary Rights supposedly signed by
5/9 of the heirs. The heirs opposed this Waiver for reason that this is without force and effect because
there can be no effective waiver of hereditary rights before there has been a valid acceptance of the
inheritance from the heirs who intend to transfer the same. The lower court ruled in favor of Fortunato
but this was set aside by the SC saying that the requisites for a valid waiver of right were not met.
Facts:
G.R. No. 41171
 March 13, 1952: Vito Borromeo died without forced heirs but leaving extensive properties in the
province of Cebu.
 April 19, 1952: Jose Junquera filed with the Cebu CFI a petition for the probate of a one page
document as the last will and testament left by the said deceased, devising all his properties to
Tomas, Fortunato and Amelia, all surnamed Borromeo, in equal and undivided shares, and
designating Junquera as executor thereof.
 The document, drafted in Spanish, was allegedly signed and thumbmarked by the deceased in the
presence of Cornelio Gandionco, Eusebio Cabiluna, and Felixberto Leonardo who acted as
witnesses.
 Oppositions to the probate of the will were filed.
 May 28, 1960: The probate court held that the document presented as the will of the deceased was
a forgery. This was affirmed by the SC in Testate Estate of Vito Borromeo, Jose H. Junquera et
al. v. Crispin Borromeo et al.
 The testate proceedings was converted into an intestate proceedings.
 Several parties came before the court filing claims or petitions alleging themselves as heirs of the
intestate estate of Vito Borromeo.
 April 21 and 30, 1969: The declared heirs, with the exception of Patrocinio B. Herrera, signed an
agreement of partition of the properties of the deceased Vito Borromeo which was approved by
the trial court.
 August 25, 1972: Respondent Fortunato Borromeo, who had earlier claimed as heir under the
forged will, filed a motion before the trial court praying that he be declared as one of the
heirs of the deceased Vito Borromeo, alleging that he is an illegitimate son of the deceased and
that in the declaration of heirs made by the trial court, he was omitted. However, this was
dismissed by the court.
 Fortunato Borromeo then filed an MFR. He changed the basis for his claim to a portion of the
estate. He asserted and incorporated a Waiver of Hereditary Rights supposedly signed by 5/9
heirs of Vito.
 Trial court’s Decision: Concluded that the five declared heirs who signed the waiver agreement
assigning their hereditary rights to Fortunato had lost the same rights, and declared the latter as
entitled to 5/9 of the estate of Vito Borromeo.
 The heirs filed an MFR seeking to annul and set aside the trial court's order. They argue that the
document entitled Waiver of Hereditary Rights is without force and effect because there can be
no effective waiver of hereditary rights before there has been a valid acceptance of the inheritance
the heirs intend to transfer.
o Pursuant to NCC Art. 1043, to make acceptance or repudiation of inheritance valid, the
person must be certain of the death of the one from whom he is to inherit and of his right
to the inheritance. This is also supported by NCC Art. 1057 which directs heirs, devisees,
and legatees to signify their acceptance or repudiation within thirty days after the court
has issued an order for the distribution of the estate.
 Fortunato contends that under NCC Art. 1043, there is no need for a person to be first declared as
heir before he can accept or repudiate an inheritance. What is required is that he must first be
certain of the death of the person from whom he is to inherit and that he must be certain of his
right to the inheritance. He points out that at the time of the signing of the waiver document on
July 31, 1967, the signatories to the waiver document were certain that Vito Borromeo was
already dead as well as of their rights to the inheritance as shown in the waiver document itself.
Issues + Held: WON a Waiver of Hereditary Rights can be executed without a valid acceptance from the
heirs in question—YES.
 The prevailing jurisprudence on waiver of hereditary rights is that “the properties included in an
existing inheritance cannot be considered as belonging to third persons with respect to the heirs,
who by fiction of law continue the personality of the former. The heirs succeed the deceased by
the mere fact of death. More or less, time may elapse from the moment of the death of the
deceased until the heirs enter into possession of the hereditary property, but the acceptance in any
event retroacts to the moment of the death, in accordance with NCC Art. 989. The right is vested,
although conditioned upon the adjudication of the corresponding hereditary portion. The heirs,
therefore, could waive their hereditary rights in 1967 even if the order to partition the estate was
issued only in 1969.
 However, the purported Waiver of Hereditary Rights cannot be considered to be effective. For a
waiver to exist, three elements are essential: (1) the existence of a right; (2) the knowledge of the
existence thereof; and (3) an intention to relinquish such right. The intention to waive a right or
advantage must be shown clearly and convincingly, and when the only proof of intention rests in
what a party does, his act should be so manifestly consistent with, and indicative of an intent to,
voluntarily relinquish the particular right or advantage that no other reasonable explanation of his
conduct is possible.
 The circumstances show that the signatories to the waiver document did not have the clear and
convincing intention to relinquish their rights (some heirs submitted a proposal for the amicable
settlement of the case).
Ruling: The trial court’s Decision is SET ASIDE.

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Intestate Estate of Borromeo v.

G.R. No. 41171

Ruling: The trial court’s Decision is SET ASIDE.

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