Title
Francisco vs. Francisco-Alfonso
Case
G.R. No. 138774
Decision Date
Mar 8, 2001
Aida, Gregorio's legitimate daughter, contested a forged deed of sale favoring his illegitimate children, alleging simulation and violation of her legitime. Courts ruled the sale void, upholding her rightful inheritance.

Case Digest (G.R. No. 138774)
Expanded Legal Reasoning Model

Facts:

  • Background of the Parties
    • Respondent Aida Francisco-Alfonso is the sole legitimate daughter of the late Gregorio Francisco and Cirila de la Cruz.
    • Petitioners Regina Francisco and Zenaida Pascual are the illegitimate daughters of Gregorio Francisco by his common law wife, Julia Mendoza.
  • Ownership and Title Details
    • The deceased, Gregorio Francisco, owned two parcels of residential land in Barangay Lolomboy, Bocaue, Bulacan, documented by Transfer Certificates of Title Nos. T-32740 and T-117160.
    • Prior to his death, Gregorio confided in his daughter Aida that the certificates were in the custody of Regina Francisco and Zenaida Pascual.
  • Execution of the Sale Transaction
    • On August 15, 1983, Gregorio Francisco executed a “Kasulatan sa Ganap na Bilihan” in favor of petitioners Regina Francisco and Zenaida Pascual for the sum of P25,000.00.
    • Following the sale, the Register of Deeds of Bulacan issued TCT Nos. T-59.585 and T-59.586 in their respective names.
  • Allegation of Fraud and Initiation of Legal Proceedings
    • On April 1, 1991, Aida, questioning the whereabouts of the original certificates and suspecting fraud, filed a complaint for annulment of the sale, alleging that her late father’s signature was forged on the kasulatan.
    • In their joint answer, the petitioners denied any allegation of forgery or simulation.
  • Trial Court and Appellate Proceedings
    • The Regional Trial Court, Bulacan, rendered a decision on July 21, 1994, dismissing the complaint and sustaining the validity of the sale, affirming the issuance of the titles.
    • Aida subsequently appealed the trial decision. On April 30, 1999, the Court of Appeals reversed the trial court’s decision, declaring the kasulatan null and void from the beginning, and ordered:
      • Cancellation of TCT Nos. T-59.585 and T-59.586, and the reinstatement of the original titles (T-32740 and T-117160) in Gregorio Francisco’s name.
      • Payment by the petitioners of moral damages, exemplary damages, and attorney’s fees.
      • Dismissal of the petitioners’ counterclaim for lack of merit.
  • Evidence of Simulation and Inconsistencies in Testimonies
    • Testimonies from third parties, including a family friend, Felicitas de la Cruz, confirmed that neither Regina Francisco nor Zenaida Pascual had any viable source of income in 1983 that could justify the payment.
    • Inconsistent statements from the petitioners regarding the presence and amount of consideration raised serious doubts, further supporting the claim that the sale was merely simulative.
  • Legal Implications Involving Heirship
    • The sale, whether simulated or not, contravened the Civil Code provisions on legitime, as it effectively deprived Aida of her rightful half of the deceased’s estate.
    • The case underscores the requirement that the legal heirs, particularly the compulsory heir, must receive what is statutorily mandated—any attempt to circumvent this is void under law.

Issues:

  • Whether a legitimate daughter may be deprived of her rightful share in the deceased father’s estate by a simulated contract favoring his illegitimate children.
    • The case raises the question as to whether the execution of a simulated sale, void of genuine consideration, nullifies the legitimate inheritance rights of Aida.
  • Whether the Supreme Court may review the factual determinations of the Court of Appeals in light of its limited jurisdiction over pure errors of law.
    • The issue focuses on whether the appellate court’s findings, which are supported by substantial evidence, should be reexamined or are binding on account of the doctrine of judicial restraint.

Ruling:

  • (Subscriber-Only)

Ratio:

  • (Subscriber-Only)

Doctrine:

  • (Subscriber-Only)

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