When Cohabitation Doesn’t Guarantee Inheritance: Proving Marriage in Property Disputes

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In the Philippines, the law presumes a valid marriage when a man and woman live together as husband and wife. However, this presumption is not absolute and can be challenged, especially in inheritance disputes. The case of Sarmiento v. Court of Appeals highlights how crucial it is to present solid evidence of marriage, and not just rely on presumptions, to secure your inheritance rights. This case serves as a stark reminder that when it comes to family property and legal battles, assumptions can be easily overturned without concrete proof.

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G.R. No. 96740, March 25, 1999

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INTRODUCTION

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Family inheritance disputes are often fraught with emotional complexities and intricate legal questions. Imagine discovering that your claim to a piece of family land, something you believed was rightfully yours, is being challenged based on the legitimacy of your lineage. This was the harsh reality faced by Virginia Sarmiento and Apolonia Catibayan. They sought to partition land they believed they co-owned as granddaughters of Francisco Arguelles. However, their claim hinged on proving that their grandmother, Leogarda Arguelles, was a legitimate child of Francisco and Emilia Pineli. The central legal question became: did Sarmiento and Catibayan provide sufficient evidence to prove the marriage of their grandparents, Francisco and Emilia, or was the presumption of marriage successfully rebutted?

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LEGAL CONTEXT: THE PRESUMPTION OF MARRIAGE AND BURDEN OF PROOF

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Philippine law recognizes the presumption of marriage. This legal principle, enshrined in Section 3(aa) of Rule 131 of the Revised Rules of Court, states: “That a man and a woman deporting themselves as husband and wife have entered into a lawful contract of marriage.” This presumption is based on public policy favoring legitimacy and the stability of families. It essentially means that when a couple presents themselves to the community as husband and wife, the law initially assumes they are legally married, without requiring immediate proof like a marriage certificate.

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However, this presumption is not irrebuttable. It is a disputable presumption, meaning it can be contradicted or overcome by other evidence. The burden of proof initially lies with the person asserting the marriage based on cohabitation. Once evidence is presented to challenge the marriage, the burden shifts to the party claiming the marriage’s validity to provide stronger, more concrete evidence.

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In inheritance cases, especially those governed by the Old Civil Code (which was applicable when Francisco Arguelles died in 1949), the distinction between legitimate and illegitimate children was crucial. Under the Old Civil Code, illegitimate children generally had limited or no successional rights compared to legitimate children. This legal framework significantly impacted the Sarmiento sisters’ claim, as their right to inherit depended on their mother, Leogarda, being deemed legitimate.

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Article 220 of the Civil Code further reinforces the principle of favoring marriage and legitimacy: “Every intendment of law or fact leans toward the validity of marriage and the legitimacy of children.” This principle underscores the weight given to marriage and legitimacy in legal considerations, but it does not eliminate the need for proof, especially when the presumption is challenged.

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CASE BREAKDOWN: SARMIENTO VS. COURT OF APPEALS

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The saga began when Virginia Sarmiento and Apolonia Catibayan filed a complaint for partition of land in Naic, Cavite. They claimed co-ownership with Simon Arguelles, asserting their rights as granddaughters of Francisco Arguelles. Their lineage traced back to their mother, Leogarda Arguelles, who they claimed was Francisco’s legitimate daughter with Emilia Pineli. Simon, Francisco’s son from another relationship, contested their claim, arguing Leogarda was illegitimate because Francisco and Emilia were never married.

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The Regional Trial Court (RTC) initially ruled in favor of Sarmiento and Catibayan. The RTC judge leaned on the presumption of marriage, noting Simon’s admission that Francisco and Emilia lived together as husband and wife. The court stated, “Every intendment of law or facts leans toward the validity of marriage and the legitimacy of children. In this case, no evidence adduced by defendant Arguelles to rebut this presumption. Neither did he attempt to show that Francisco and Emilia could not validly marry each other because of some legal impediments to their marriage.” The RTC ordered the partition of the property.

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However, the Court of Appeals (CA) reversed the RTC decision. The CA found that the presumption of marriage had been sufficiently rebutted. Simon presented evidence showing discrepancies and lack of official marriage records. Crucially, a certification stating the marriage certificate was destroyed during the Japanese occupation, presented by the sisters, was discredited. The assistant treasurer who signed it admitted she did not verify its accuracy, and actual marriage records from Naic were found to be intact and did not contain any record of Francisco and Emilia’s marriage.

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Furthermore, Francisco Arguelles’ death certificate listed his surviving spouse as “none,” and his land title indicated his status as “widower,” referring to his deceased wife Petrona Reyes (Simon’s mother), not Emilia Pineli. The CA reasoned, “Emilia would not have allowed Francisco Arguelles to place the property in his name alone as widower if in fact they were legally married to each other.”

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The Supreme Court (SC) upheld the Court of Appeals’ decision. The SC emphasized that while the presumption of marriage exists, it was successfully overturned by Simon’s evidence. The burden then shifted to Sarmiento and Catibayan to prove the marriage, which they failed to do. The Supreme Court stated,