set b succession assign cases

8/13/2019 Set b Succession Assign Cases

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SET B. CASES SUCCESSION ASSIGNMENT

AUSTRIA v REYES 31 SCRA 754CASTRO; February 27, 1970

FACTS

-Basilia Austria v a! e Cru" #ile $it% t%e CF& a 'etiti() #(r 'r(bate, a)te*(rte*, (# %er last $ill a) testa*e)t! T%e 'r(bate $as (''(se by %er)e'%e$s a) )ie+es!-T%e bul (# t%e estate (# Basilia, a *itte ly, $as

esti)e u) er t%e $ill t( 'ass () t(t%(se $%( %a bee)assumed and declared by Bas l a as !er "#n le$ally ad"%&edc! ldren!-Basilia ie 2 years later!-&) t%e sa*e 'r(+ee i) s, t%e )ie+es a) )e'%e$s#ile a 'etiti() i) i)terve)ti() #(r'artiti() alle i) i) substa)+e t%at t%ey aret%e )earest (# i) (# Basilia, a) t%at t%e.a ('te +%il re)/ %a )(t i) #a+tbee) a ('te by t%e e+e e)t i) a++(r a)+e $it%la$, i) e##e+t re) eri)

t%ese res'() e)ts *ere stra) ers t( t%e e+e e)t a) $it%(ut a)yri %t t( su++ee as %eirs!-T%e l($er +(urt rule i) #av(r (# t%e .a ('te+%il re)/, eli*iti) t%e i)terve)ti() (# t%e )ie+es a) )e'%e$s t( t%e'r('erties (# t%e e+ease $%i+% $eren"& d s%"sed"' i) t%e $ill! T%ese )ie+es a) )e'%e$s $e)t t( SC!-T%e)e'%e$s a) )ie+e i)sist t%at t%e e)tire estate s%(ul es+e) t(t%e* byi)testa+y by reas() (# t%e i)tri)si+ )ullity (# t%e i)stituti() (# %eirse*b( ie i) t%e e+e e)t s $ill!

ISSUEO su+% i)stituti() (# %eirs $(ul retai) e##i+a+y i) t%e eve)t t%ere e ists

'r((# t%at t%e a ('ti() (# t%e sa*e %eirs by t%e e+e e)t is #alse(E)* YES.

Arti+le 50 (# t%e Civil C( e rea s6T%e state*e)t (# a #alse +ause #(r t%e i)stituti() (# a) %eir s%all be+()si ere as )(t $ritte), u)less it a''ears #r(* t%e $ill t%at t%e testat(r$(ul )(t %ave *a e su+%i)stituti() i# %e %a )($) t%e #alsity (# su+%+ause!6-C(*i) +l(ser t( t%e +e)ter (# t%e +()tr(versy, t%e )ie+es a) )e'%e$s%ave +alle t%e atte)ti() (# t%is C(urt t( t%e #(ll($i) 'erti)e)t'(rti()s (# t%e $ill (# t%e e+ease $%i+% re+ite6A) a i) * a sa'ilita) ta a'a *a)a %ere er(s #(r"(s(s8 ay a) a i)iti)uturi) )a * a a)a )a tu)ay i:(s le al*e)te a ('ta (s8 )a si)a

er#e+t(, Albert(,


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testat(r $(ul )(t %ave *a e su+% i)stituti()i# %e %a )($) t%e #alsity (#t%e +ause!-T%e )ie+es a) )e'%e$s $(ul %ave t%e SC i*'ly, #r(* t%euse (# t%e ter*s,6sa'ilita) ta a'a *a)a6

+(*'uls(ry %eirs8 a)

6sa'ilita) *a)a6le iti*e8, t%att%e i*'elli) reas() (r +ause #(r t%e i)stituti() (# t%eres'() e)ts $as t%e testatri sbelie# t%at u) er t%e la$ s%e +(ul)(t ( (t%er$ise! t%is $ere i) ee $%at'r(*'te t%e testatri i)i)stituti) t%e res'() e)ts, s%e i )(t *a e it )($) i) %er$ill! Surely i#s%e $as a$are t%at su++essi() t( t%e le iti*e ta es 'la+e by ('erati()(#la$, i) e'e) e)t (# %er ($) $is%es, s%e $(ul )(t %ave #(u) it+()ve)ie)t t()a*e %er su''(se +(*'uls(ry %eirs t( t%eir le iti*es! ere 'ress a ('ti() (# t%erules () le iti*es s%(ul very $ell i) i+ate %er+(*'lete a ree*e)t $it% t%atstatut(ry s+%e*e! But eve) t%is, li et%e )e'%e$s a) )ie+es ($) 'r('(siti(), is%i %ly s'e+ulative (# $%at

$as i) t%e *i) (# t%e testatri $%e) s%e e e+ute %er $ill!O)e #a+t 'revails,%($ever, a) it is t%at t%edeceden&+s # ll d"es n"& s&a&e n as%ec ' c "r une,u v"cal manner&!e cause '"r suc! ns& &u& "n "' !e rs. -ecann"& annul &!e same "n&!e bas s "' $uess#"r "r uncer&a n m%l ca& "ns.-Arti+le 50 (# t%e Civil C( e, =u(te ab(ve, is a '(sitive i):u)+ti() t( i )(re$%atever#alse +ause t%e testat(r *ay %ave $ritte) i) %is $ill #(r t%ei)stituti() (# %eirs! Su+%i)stituti() *ay be a))ulle ()ly $%e) ()e issat is# ie , a#ter a) e a*i)ati() (# t%e$ill, t%at t%e testat(r +learly $(ul)(t %ave *a e t%e i)stituti() i# %e %a )($) t%e+ause #(r it t( be #alse!

($, $(ul t%e late Basilia %ave +ause t%e rev(+ati() (# t%ei)stituti() (#

%eirs i# s%e %a )($) t%at s%e $as *ista e) i) treati) t%ese %eirs as%erle ally a ('te +%il re)> Or $(ul s%e %ave i)stitute t%e* )()et%eless> SCsai t%e $ill ismu&e( ) t%is ' ( i ) t ! T%ere#(re , t%e $i l l $as u '%el be+ause (#t%is+()stru+ti() Testa+y is #av(re a) (ubts are res(lve () its si e!Als(, t%e le ality(# t%e a ('ti() +a) be assaile ()ly i) a se'arate a+ti()br(u %t #(r t%at 'ur'(se, a) +a))(t be t%e sub:e+t (# a +(llateral atta+ !

Mal"les II v. /! ll %s0 123 SCRA 452 627778

Fa+ts

- O) ?uly 20, 1995 @r! Artur( @e Sa)t(s #ile #(r t%e 'r(bate (# %is $ill!e +lai*e %e %a )( +(*'uls(ry %eirs a) %a )a*e i) %is $ill as

s(le le atee a) evisee t%e Artur( e Sa)t(s F(u) ati(), &)+!; t%at %eis'(se by %is $ill %is 'r('erties $it% a) a''r( i*ate value (# )(t


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less t%a) 2,000,000!00; a) t%at +('ies (# sai $ill $ere i) t%e+ust( y (# t%e )a*e e e+utri , 'rivate res'() e)t a+ita e l(sReyes %illi's!

- O) Feb! 1 199 , a ati RTC Bra)+%- 1 u) er :u e (r(s'e issuea) (r er ra)ti) t%e 'etiti() a) all($i) t%e $ill, t%e +(urt #(u)t%at t%e testat(r $as (# s(u) *i) a) #reely e e+ute sai $ill!

- S%(rtly a#ter () Feb! 2 , 199 @r! @e Sa)t(s ie

- etiti()er testat(rDs )e'%e$8 +lai*i) t( be t%e ()ly s() (# t%ee+ease Ds sister Ali+ia e sa)t(s, #ile a *(ti() #(r i)terve)ti() as t%e

)earest (# i), a) als( as a +re it(r (# t%e e+ease !

- @e#e) a)t #ile a *(ti() #(r t%e issua)+e (# letters testa*e)tary i)a ati Bra)+% 1, but t%e) $it% re$ t%e sa*e!


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Bra)+% 5 )($ %as :uris i+ti()! etiti()erDs +()te)ti() t%at t%at t%e'r(+ee i) s *ust +()ti)ue u)til t%e estate is #ully istribute t( t%e la$#ul%eirs, evisees, a) le atees (# t%e testat(r, 'ursua)t t( Rule 73, 1 (# t%eRules (# C(urt is $it%(ut *erit!

&) +ases #(r t%e 'r(bate (# $ills, it is $ell-settle t%at t%e aut%(rity (# t%e+(urt is li*ite t( as+ertai)i) t%e e tri)si+ vali ity (# t%e $ill, i!e !, $%et%ert%e testat(r, bei) (# s(u) *i) , #reely e e+ute t%e $ill i) a++(r a)+e $it%t%e #(r*alities 'res+ribe by la$! T%is $as alrea y ()e i) t%e a)te-*(rte*'r(bate (# @r! @e Sa)t(sD $ill uri) %is li#eti*e!

T%us, a#ter t%e all($a)+e (# t%e $ill (# @r! @e Sa)t(s () February 1 , 199 ,t%ere $as )(t%i) else #(r Bra)+% 1 t( ( e +e't t( issue a +erti#i+ate (#all($a)+e (# t%e $ill 'ursua)t t( Rule 73, 12 (# t%e Rules (# C(urt!

etiti()er, $%( e#e) s t%e (r er (# Bra)+% 5 all($i) %i* t( i)terve)e,

+ites Rule 73, 1 $%i+% statesWhere estate of deceased persons settled. If the decedent is an inhabitantof the Philippines at the time of his death, whether a citizen or an alien, hiswill shall be proved, or letters of administration granted, and his estatesettled, in the Court of First Instance in the province in which he resides atthe time of his death, and if he is an inhabitant of a foreign country, theCourt of First Instance of any province in which he had estate. he court firstta!ing cognizance of the settlement of the estate of a decedent, shalle"ercise #urisdiction to the e"clusion of all other courts$

T%e ab(ve rule, %($ever, a+tually 'r(vi es #(r t%e ve)ue (# a+ti()s #(r t%e

settle*e)t (# t%e estate (# e+ease 'ers()s! &t +(ul )(t %ave bee)i)te) e t( e#i)e t%e :uris i+ti() (ver t%e sub:e+t *atter, be+ause su+%le al 'r(visi() is +()tai)e i) a la$ (# 'r(+e ure eali) *erely $it%'r(+e ural *atters! r(+e ure is ()e t%i) , :uris i+ti() (ver t%e sub:e+t*atter is a)(t%er!

&) ee , t%e :uris i+ti() (ver 'r(bate 'r(+ee i) s a) settle*e)t (# estates$it% a''r( i*ate value (# (ver 100,000!00 (utsi e etr( a)ila8 (r

200,000!00 i) etr( a)ila8 bel() s t( t%e re i()al trial +(urts! T%ei##ere)t bra)+%es +(*'risi) ea+% +(urt i) ()e :u i+ial re i() ( )(t

'(ssess :uris i+ti()s i) e'e) e)t (# a) i)+(*'atible $it% ea+% (t%er!

&t is )(te$(rt%y t%at, alt%(u % Rule 73, 1 a''lies i)s(#ar as t%e ve)ue (# t%e'etiti() #(r 'r(bate (# t%e $ill (# @r! @e Sa)t(s is +()+er)e , it (es )(t bar(t%er bra)+%es (# t%e sa*e +(urt #r(* ta i) +( )i"a)+e (# t%e settle*e)t(# t%e estate (# t%e testat(r a#ter %is eat%!!


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relie#! Kes! F(r 'ra+ti+al +()si erati()s L>>>M, t%e CA s%(ul be all($e t( rule ()t%e i)tri)si+ vali ity (# a $ill be#(re t%e $ill $as 'r(bate ! t%e 'r(bate (#t%e $ill is all($e $%e) () its #a+e t%e $ill a''ears t( be i)tri)si+ally v(i$(ul %ave bee) a) e er+ise i) #utility! &t $(ul %ave *ea)t a $aste (# ti*e,

e##(rt, e 'e)se, 'lus a e #utility!(! &)s(#ar as t%e $i ($ is +()+er)e , Arti+le 54 (# t%e Civil C( e *ay )(ta''ly as s%e (es )(t as+e) (r es+e) #r(* t%e testat(r, alt%(u % s%e is a+(*'uls(ry %eir! State (t%er$ise, eve) i# t%e survivi) s'(use is a+(*'uls(ry %eir, t%ere is )( 'reteriti() eve) i# s%e is (*itte #r(* t%ei)%erita)+e, #(r s%e is )(t i) t%e ire+t li)e!

Kes! er le al a ('ti() by t%e e*esi( %as )(t bee) =uesti()e byC()sta)ti)(! N) er Arti+le 39 (# !@! (! 03 , )($) as t%e C%il a) K(ut%

el#are C( e, a ('ti() ives t( t%e a ('te 'ers() t%e sa*e ri %ts a)uties as i# %e $ere a le iti*ate +%il (# t%e a ('ter a) *a es t%e a ('te

'ers() a le al %eir (# t%e a ('ter! &t +a))(t be e)ie t%at s%e %as t(tally

(*itte a) 'reterite i) t%e $ill (# t%e testat(r a) t%at b(t% a ('te +%ila) t%e $i ($ $ere e'rive (# at least t%eir le iti*e! eit%er +a) it bee)ie t%at t%ey $ere )(t e 'ressly isi)%erite ! e)+e, t%is is a +lear +ase

(# 'reteriti() (# t%e le ally a ('te +%il !

ACAIN v CA 6FERNAN*E: ; *IONGSON8155 SCRA 100 ARAS; O+t(ber 27, 1997NATURE T%is is a 'etiti() #(r revie$ () +erti(rari (# t%e e+isi() (#res'() e)t C(urt (# A''eals!

FACTS- ay 29, 19 4 'etiti()er C()sta)ti)( A+ai) #ile i) t%e RTC (# Cebu City a'etiti()#(r t%e 'r(bate (# t%e $ill (# t%e late e*esi( A+ai) a) #(rt%e issua)+e (# letterstesta*e)tary, () t%e 're*ise e*esi( ie leavi)a $ill i) $%i+% C()sta)ti)( a) %is sibli) s $ere i)stitute as %eirs t%e $ill$as i) Bisaya, $it% E) lis% tra)slati()8!- T%e $ill +()tai)e 'r(visi()s ()
http://philippinelaw.info/statutes/pd603.htmlhttp://philippinelaw.info/statutes/pd603.html


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burial rites, 'ay*e)t (# ebts, a) t%e a''(i)t*e)t(# a +ertai) Atty!& )a+i( ! Jilla ()"al( as t%e e e+ut(r (# t%e testa*e)t! O)t%e is'(siti() (# 'r('erty it state .All *y s%ares t%at & *ay re+eive #r(*(ur 'r('erties, %(use, la) s a) *()ey$%i+% & ear)e :(i)tly $it% *y$i#e R(sa @i() s() s%all be ive) by *e t( *y br(t%er SE N @O

ACA& , Fili'i)(, $i ($er, (# le al a e a) 'rese)tly resi i) at351CSa)+ia) (, Street, Cebu City!In ca se my br "& !e r Se $u nd " Ac a n %redeceases me0 all #! c!c"ns& &u&e my s!are s!all be $ ven by me &" ! sc! ldren0 namely.).T. AGRO0 INC. v. BA)ANSAG

Fac&s @() ?ulia)

?ulia) %a t$( +%il re) $it% A)t()ia, )a*ely ?(se#aTeves Es+aP( ?(se#a8 a)

E*ili( Teves E*ili(8! e %a als( #(ur 48 +%il re) $it% ila r(s @()i(, )a*elyariaEvely) @()i( Teves aria Evely)8, ?(se Catali)( @()i( Teves ?(se Catali)(8,ila r(s Reyes Teves ila r(sReyes8 a) e r( Reyes Teves e r(8!T%e 'rese)t

+()tr(versy i)v(lves a 'ar+el (# la) )($) as

ilaria Ca ay ay! At t%e Re ister (# @ee s $%ile tryi) t( re ister t%e ee(# abs(lute sale,res'() e)ts is+(vere t%at t%e l(t $as alrea y title i) t%e )a*e(# 'etiti()er!Issue

%et%er @() ?ulia) %a vali ly tra)s#erre ($)ers%i' (# t%e sub:e+t l(t uri) %isli#eti*e> Kes!(eld


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Evi e)tly, at t%e ti*e (# t%e e e+uti() (# t%e ee (# assi )*e)t +(veri)"!ny Rabad lla v. C"ur& "' A%%ealsG.R. N"0 44152 >une 2D0 2777

Fac&s< Testat(r Ale:a Belle"a a''e) e a +( i+il t( %is last $ill a) testa*e)t$%erei) %ei)stitute @r! ?(r e Raba illa as a evisee (# 511, 55 s= *eters(# a 'ar+el (# la) i)Ba+(l( ! @evisee %erei) is t%e 're e+ess(r-i)-i)terest (#t%e 'etiti()er! T%e +( i+il $as uly 'r(bate a) a *itte be#(re t%e CF& (# e r(sO++i e)tal!T%e +( i+il state t%at s%(ul t%e evisee ie a%ea (# t%etestat(r, t%e 'r('erty a) ri %tss%all be i)%erite by %is +%il re) a) s'(use!

T%e +( i+il als( re=uire Raba illa t( eliver75 'i+uls (# e '(rt su ar a) 25


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'i+uls (# (*esti+ su ar t( aria arli)a C(s+uluella yBelle"a, a) s%(ul %eie, %is %eir s%all %ave t%e sa*e (bli ati()!


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FRANCISCO vs FRANCISCO A)FONSO

1 3 SCRA 4420 G.R N". 41 5530 Marc! 0 2774

FACTS

Ai a Fra)+is+(-Al#()s( is t%e s(le le iti*ate au %ter (# re (ri(Fra)+is+($%ile etiti()ers are au %ters (# t%e latter $it% %is +(**() la$$i#e ?ulia e) ("a! re (ri(Fra)+is+( ($)e t$( 'ar+els (# resi e)tial la)situate i) Bula+a)! %e) re (ri( $as+()#i)e i) a %(s'ital i) 1990, %e+()#i e t( %is au %ter Ai a t%at t%e +erti#i+ate (# title (# %is'r('erty $erei) t%e '(ssessi() (# t%e 'etiti()ers! %e) re (ri( ie ! Ai a i)=uireab(utt%e +erti#i+ate (# title #r(* 'etiti()ers a) t%ey i)#(r*e %er t%at

re (ri( %a s(l t%e la) t(t%e* i) 19 3as e e+ute by a . asulata)/! A#ter veri#i+ati(), Ai a lear)e t%at t%ere $asi) ee a ee (# abs(lute salei) #av(r (# 'etiti()ers!&) 1991, Ai a #ile $it% t%e Re i()al Trial C(urt,

Bula+a), a +(*'lai)t a ai)st 'etiti()ers#(r a))ul*e)t (# sale $it% a*a es!&) t%eir :(i)t a)s$er, 'etiti()ers e)ie t%e alle e #(r ery (r si*ulati() (#t%e @ee (# Sale! T%e trial +(urt re) ere a e+isi() is*issi) t%e+(*'lai)t$%ile u'() a''eal t%e C(urt (# A''eals reverse t%e e+isi() (# t%e l($er+(urt! e)+e, t%is 'etiti()!&SSNE %et%er (r )(t t%e . asulata)/ (r @ee (# Sale is vali ! E


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A)t()i( s()8, 1 4!- &re)ea i)sis te i ) et ti) a s%are (# t%e estate i)%er +a'a+ity as t%e survivi) s'(use (# t%e late Carteri(, s() (# t%e

e+ease , +lai*i) t%at s%e is a +(*'uls(ry%eir (# %er *(t%er-i)-la$t( et%er $it% %er s(), a+i e=uer( ! T%e trial +(urt e)ie %er 'lea! e)+e,t%is 'etiti()!

ISSUE1! O t%e $i ($ $%(se %usba) 're e+ease %is *(t%er +a) i)%erit

#r(* t%e latter,%er *(t%er-i)-la$!

(E)*1! O!Ra& "A survivi) s'(use is )(t a) i)testate %eir (# %is %er 'are)t-i)-la$!Reas"n n$&)testate (r le al %eirs are +lassi#ie i)t( 2 r(u's, )a*ely, t%(se

$%(i)%erit by t%eir ($) ri %t, a) t%(se $%( i)%erit by t%e ri %t (#re'rese)tati()!Restate , a) i)testate %eir +a) ()ly i)%erit eit%er by %is ($)ri %t, as i) t%e (r er (# i)testate su++essi() 'r(vi e #(r i) t%e CC (r by t%eri %t (# re'rese)tati() 'r(vi e #(r i) Art 9 1 (# t%e sa*e la$!- T%ereleva)t 'r(visi()s (# t%e CC are Arts! 9 0, 9 1, 9 2 a) 999! T%ereis )('r(visi() $%i+% states t%at a $i ($ survivi) s'(use8 is a)i)tes tate %eir (# %er*(t%er-i)-la$! T%e e)tire C( e is ev(i (# a)y'r(visi() $%i+% e)titles %er t( i)%erit#r(* %er *(t%er-i)-la$ eit%er by %er($) ri %t (r by t%e ri %t (# re'rese)tati()! T%e'r(visi()s (# t%e C( e $%i+%relate t( t%e (r er (# i)testate su++essi() Arti+les 97 t( 10148 e)u*erate$it% *eti+ul(us e a+titu e t%e i)testate %eirs (# a e+e e)t, $it%t%e State

as t%e #i)al i)testate %eir! t%e le islature i)te) e t( *a e t%esurvivi) s'(use a) i)testate %eir (# t%e 'are)t-i)-la$, it $(ul %ave s('r(vi e i) t%e C( e!- &re)ea ar ues t%at s%e is a +(*'uls(ry %eir i)a++(r a)+e $it% t%e 'r(visi()s (# Art 7! T%e 'r(visi () re#ers t( t%eestate (# t%e e+ease s'(use i) $%i+% +ase t%esurvivi) s'(use

$i ($ (r $i ($er8 is a +(*'uls(ry %eir! &t (es )(t a''ly t(t%eestate (# a 'are)t-i)-la$!- By t%e sa*e t( e), t%e 'r(visi() (# Art999 (es )(t su''(rt &re)ea s +lai*! T%eestate +()te*'late i) t%earti+le is t%e estate (# t%e e+ease s'(use! T%e sub:e+t*atter (# t%ei)testate estate 'r(+ee i) s i) t%is +ase is t%at (# t%e e+ease

etraR(sales, t%e *(t%er-i)-la$ (# &re)ea! &t is #r(* t%e estate (# etra t%at

a+i e=uer( ra$s a s%are (# t%e i)%erita)+e by t%e ri %t (# re'rese)tati()as 'r(vi e by Art 9 1!- Art 971 e 'li+itly e+lares t%at a+i e=uer( is+alle t( su++essi() by la$ be+ause(# %is bl(( relati()s%i'! e (es )(tsu++ee %is #at%er, Carteri( t%e 'ers()re'rese)te 8 $%( 're e+ease%is ra) *(t%er, etra, but t%e latter $%(* %is #at%er$(ul %avesu++ee e ! &re)ea +a))(t assert t%e sa*e ri %t (# re'rese)tati() as s%e%as)( #iliati() by bl(( $it% %er *(t%er-i)-la$!- &re)ea als( +()te) s t%at att%e ti*e (# t%e eat% (# %er %usba) , %e %a a)i)+%(ate (r +()ti) e)t


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ri %t t( t%e 'r('erties (# etra R(sales as +(*'uls(ry %eir! Bet%at as it *ay,sai ri %t (# %er %usba) $as e ti) uis%e by %is eat% t%at is $%y itis t%eirs() a+i e=uer( $%( su++ee e #r(* etra by ri %t (# re'rese)tati()! e

i )(t su++ee #r(* %is e+ease #at%er Carteri(!

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