Bardeguez v. Bardeguez

48 P.R. 692
CourtSupreme Court of Puerto Rico
DecidedJune 21, 1935
DocketNo. 6535
StatusPublished

This text of 48 P.R. 692 (Bardeguez v. Bardeguez) is published on Counsel Stack Legal Research, covering Supreme Court of Puerto Rico primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bardeguez v. Bardeguez, 48 P.R. 692 (prsupreme 1935).

Opinion

Mr. Justice Córdova Davila

delivered the opinion of the court.

On May 25, 1918, Juan Bardeguez y Guibbs, a widower, 61 years of age, not having had either legitimate or legit[693]*693imated children, or acknowledged natural children, adopted the plaintiff, José Juan Bardeguez, and the defendant, Rita María de los Angeles Bardeguez, by a public deed executed before Notary Celestino Domínguez, as his legitimate children, authorizing them to bear his surname and granting to them both the rights pertaining to legitimate children. At the time of the adoption plaintiff was 23 years old and defendant 25. The adoption was duly accepted by both plaintiff and defendant, who prior thereto had borne the surname Gutié-rrez. The aforesaid adoption was recorded in the Register of Guayama where the plaintiff was born, and in the Register of Ponce where the defendant was born, after approval by the District Court of Guayama, The adopting parent, Juan Bar-deguez y Guibbs, having fallen ill and being in imminent danger of death, and being aware of that fact, made a verbal wifi, by which he designated the defendant, Rita María de los Angeles Bardeguez, as the sole and universal heir of all his properties. This will was approved on June 2, 1930, by the District Court of Guayama in a civil proceeding brought before said court for protocolization of a will executed in imminent danger of death, such will being thereafter filed in the protocol of notary Pedro E. Anglade of that city, as appears from public deed No. 32, executed on June 5, 1930. The said Juan Bardeguez y Guibbs, who upon his death left both real and personal property, failed to mention his adopted son José Juan Bardeguez in the designation of heirs made in such will, without having disinherited him expressly. Plaintiff contends that he has a right to inherit, as a forced heir of his adopting father, one-half of all his properties, the other half belonging to defendant. Based on these facts and upon the nullity and nonexistence of the designation of heirs made in favor of defendant, plaintiff prays that he be declared a forced heir together with his sister, and that he may have such other and further relief as is proper under the pleadings.

[694]*694.The essential allegations of tlie complaint have been proved by the admissions of the defendant,.taken in conjunction with the evidence introduced at the trial.

The court below rendered judgment holding null and void the designation of heirs made in favor of the defendant Rita María de los Angeles Bardeguez by Juan Bardeguez y Guibbs, and holding further that not only must the plaintiff José Juan Bardeguez but also the defendant Rita María de los Angeles Bardeguez, as adopted children of Juan Bardeguez y Guibbs, be considered as forced heirs entitled to an equal participation in the inheritance from their father, and holding moreover that the properties of the aforesaid decedent should pass by intestate succession, imposing costs on the defendant, who, feeling aggrieved by that judgment, took the present appeal.

In the first place, it is urged that the district court erred in admitting in evidence without proper identification, certain records constituting secondary evidence, the primary evidence which ought to have been offered being the deed of protocolization of the will executed before Notary Pedro E. Anglade.

The plaintiff offered in evidence copies found in the files of the District Court of Guayama of the proceedings had before that court in which the statements made by'Juan Bar-deguez y Gúibbs while in fear of death were held to' constitute a will. The defendant objected, contending that the deed of protocolization ought to have been presented. The clerk of the district court testified that he had the copy in question in his files, since the originals were delivered to. the notary for filing in his protocol. These originals were delivered to the notary by order of the court, which directed that a literal copy of all the documents be kept in the files of the court. In the record there appears a receipt from the notary An-glade stating that he had left a copy of the papers on file with the court. Even in the event that the copy of these documents filed in court might not constitute the best evi[695]*695dence, we do not see Row their introduction in evidence conld have prejudiced the defendant, since she expressly and definitely admitted in her answer the second, third, and fourth averments of the complaint, in which the adoption by Juan Bardeguez y Guibbs of the parties litigant, with their consent, and in which the statements made by him which were held by the District Court of Guayama to he his will, are set forth. The fourth allegation of the complaint, admitted by defendant, reads as follows:

“The aforesaid adopting father of the parties in this proceeding, Juan Bardeguez y Guibbs, having fallen seriously ill and being in. imminent danger of death, and being aware of that fact, made a verbal will in which he designated the above-named defendant as his sole and universal heir to all of- his properties, and said will was approved by this Honorable Court on June 2,1930, after a hearing had in Civil Case No. 8988, being a proceeding for protocolization of a will executed in imminent danger of death, and which will was accordingly filed in the protocol of Pedro E. Anglade a notary, of this city, as appears from public deed No. 32, executed on June 5, 1930.”

In order to establish these facts, which were admitted by the defendant, the plaintiff offered a copy of the record on file in the District Court of Guayama. This assignment of error must he overruled.

In the second place, it is contended that the court ■erred in dismissing the motion setting up a misjoinder of causes of action, and to strike. According to the appellant, two causes of action are set up: The nullity or invalidity of the designation of heirs and a claim for inheritance. The properties left upon the death of Juan Bardeguez y Guibbs are described in the complaint, and it is prayed that the designation of heirs be held void and without effect, and that both litigants be held to be forced heirs of the deceased Juan Bardeguez y Guibbs, each entitled to one-half of the estate, and that such other relief be granted as might he proper under the pleadings. The action is based upon the preterí. tion by the testator of one of the heirs. The participation [696]*696of plaintiff in the estate is an inevitable consequence of any judgment which might be entered holding snch preterition invalid. The misjoinder of canses of action alleged by defendant, does not exist.

The third and fourth assignments of error are to the effect that the judgment is contrary to the law and the evidence. Appellant maintains that it was the intention of the testator to leave all his property to defendant, that this intention was deliberate and final, and that such intention ought to be respected. It is argued, moreover, that nowhere in the Civil Code is it provided that adopted children have a right to inherit from the adopting parent, citing the Act of March 9, 1905, section 1 of which defines who are forced heirs.

The opinion rendered by this court in Ex parte Ortiz, 42 P.R.R. 339, 344, recognizes the right of. adopted children to take as forced heirs. In that case the petitioners prayed that they be held to be the sole and universal heirs of their adopting mother Rosa Lluberas Rodriguez.

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Bluebook (online)
48 P.R. 692, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bardeguez-v-bardeguez-prsupreme-1935.