Title
Linart vs. Ugarte
Case
G.R. No. 2599
Decision Date
Oct 27, 1905
Maria Juana, niece of deceased Ramon, declared sole heir; Carmen, grandniece, denied inheritance as collateral representation excludes grandchildren.

Case Digest (G.R. No. 2599)
Expanded Legal Reasoning Model

Facts:

  • Decedent’s Death and Intestate Succession
    • Ramon Iturralde y Gonzalez died intestate on December 28, 1900.
    • With no legitimate heirs in the direct ascendant or descendant line of succession, an intestate proceeding was instituted.
    • Maria Juana Ugarte e Iturralde, presenting herself as a collateral descendant (the legitimate niece of the deceased), petitioned to be declared the lawful heir.
  • Familial Relationships and Succession Claims
    • Maria Juana Ugarte e Iturralde was the daughter of Maria Juana Iturralde y Gonzalez, one of the children of Manuel Iturralde and Josefa Gonzalez, making her a niece of the deceased.
    • Carmen Linart, through her guardian Rafaela Pavia, later claimed one-half of the estate, asserting entitlement by representation through her father, Pablo Linart.
      • Pablo Linart was the legitimate son of Maria Josefa Iturralde y Gonzalez, another sister of the deceased.
      • Carmen Linart’s claim was based on the argument that she, as a grandniece, should inherit the same share as the direct niece, Maria Juana Ugarte e Iturralde.
  • Lower Court Proceedings and Judgment
    • In an intestate proceeding initiated on January 31, 1901, Maria Juana Ugarte e Iturralde was declared the lawful heir of Ramon Iturralde y Gonzalez.
    • In December 1904, Carmen Linart sought to claim a share of the estate and to require Maria Juana Ugarte e Iturralde to render an account of the estate’s property.
    • On February 24, 1905, the lower court rendered a judgment declaring that the grandniece was entitled to the same share as the niece, and issued an injunction preventing the disposition of the property until an account had been rendered.
  • Appeal and Contentions Raised
    • Maria Juana Ugarte e Iturralde excepted to the lower court’s judgment and brought the appeal before the Court of Appeals.
    • The appellant challenged the lower court’s premise that a grandniece could participate by representation with a niece under intestate succession.

Issues:

  • Whether the right of representation in an intestate succession within the collateral line may extend beyond the children of the deceased’s siblings.
    • Is a grandniece entitled to inherit by representation alongside a niece?
    • Does the legal provision regarding representation (art. 921, par. 1 and art. 925, par. 2 of the Civil Code) include or exclude grandchildren?
  • Whether the error committed by the lower court in treating the grandniece on a par with the niece constitutes an abuse of the law in interpreting the rules of intestate succession.
  • The proper interpretation of "children" in the context of intestate succession versus testamentary succession.

Ruling:

  • (Subscriber-Only)

Ratio:

  • (Subscriber-Only)

Doctrine:

  • (Subscriber-Only)

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