Professional Documents
Culture Documents
He was a posthumous child. His father died barely ten (10) months after his
marriage in December, 1916 to Salustia Solivio and four months before
Esteban, Jr. was born.
This is a petition for review of the decision dated January 26, 1988 of the Court
of Appeals in CA GR CV No. 09010 (Concordia Villanueva v. Celedonia Solivio)
affirming the decision of the trial court in Civil Case No. 13207 for partition,
reconveyance of ownership and possession and damages, the dispositive
portion of which reads as follows:
Salustia and her sister, Celedonia (daughter of Engracio Solivio and his second
wife Josefa Fernandez), a teacher in the Iloilo Provincial High School, brought
up Esteban, Jr.
On October 11, 1959, Salustia died, leaving all her properties to her only child,
Esteban, Jr., including a house and lot in La Paz, Iloilo City, where she, her son,
and her sister lived. In due time, the titles of all these properties were
transferred in the name of Esteban, Jr.
During his lifetime, Esteban, Jr. had, more than once, expressed to his aunt
Celedonia and some close friends his plan to place his estate in a foundation to
honor his mother and to help poor but deserving students obtain a college
education. Unfortunately, he died of a heart attack on February 26,1977 without
having set up the foundation.
Two weeks after his funeral, Concordia and Celedonia talked about what to do
with Esteban's properties. Celedonia told Concordia about Esteban's desire to
place his estate in a foundation to be named after his mother, from whom his
properties came, for the purpose of helping indigent students in their schooling.
Concordia agreed to carry out the plan of the deceased. This fact was admitted
by her in her "Motion to Reopen and/or Reconsider the Order dated April 3,
1978" which she filed on July 27, 1978 in Special Proceeding No. 2540, where
she stated:
4. That petitioner knew all along the narrated facts in the
immediately preceding paragraph [that herein movant is also
the relative of the deceased within the third degree, she being
the younger sister of the late Esteban Javellana, father of the
decedent herein], because prior to the filing of the petition they
(petitioner Celedonia Solivio and movant Concordia Javellana)
have agreed to make the estate of the decedent a foundation,
besides they have closely known each other due to their
filiation to the decedent and they have been visiting each
other's house which are not far away for (sic) each other. (p.
234, Record; Emphasis supplied.)
Pursuant to their agreement that Celedonia would take care of the proceedings
leading to the formation of the foundation, Celedonia in good faith and upon the
advice of her counsel, filed on March 8, 1977 Spl. Proceeding No. 2540 for her
appointment as special administratrix of the estate of Esteban Javellana, Jr.
(Exh. 2). Later, she filed an amended petition (Exh. 5) praying that letters of
administration be issued to her; that she be declared sole heir of the deceased;
and that after payment of all claims and rendition of inventory and accounting,
the estate be adjudicated to her (p. 115, Rollo).
After due publication and hearing of her petition, as well as her amended
petition, she was declared sole heir of the estate of Esteban Javellana, Jr. She
explained that this was done for three reasons: (1) because the properties of
the estate had come from her sister, Salustia Solivio; (2) that she is the
decedent's nearest relative on his mother's side; and (3) with her as sole heir,
the disposition of the properties of the estate to fund the foundation would be
facilitated.
On April 3, 1978, the court (Branch II, CFI, now Branch 23, RTC) declared her
the sole heir of Esteban, Jr. Thereafter, she sold properties of the estate to pay
the taxes and other obligations of the deceased and proceeded to set up the
"SALUSTIA SOLIVIO VDA. DE JAVELLANA FOUNDATION" which she caused
to be registered in the Securities and Exchange Commission on July 17,1981
under Reg. No. 0100027 (p. 98, Rollo).
not alleged in Concordia's original complaint in Civil Case No. 13207. It was
only in her amended complaint of March 6, 1980, that extrinsic fraud was
alleged for the first time.
Extrinsic fraud, as a ground for annulment of judgment, is any
act or conduct of the prevailing party which prevented a fair
submission of the controversy (Francisco v. David, 38 O.G.
714). A fraud 'which prevents a party from having a trial or
presenting all of his case to the court, or one which operates
upon matters pertaining, not to the judgment itself, but to the
manner by which such judgment was procured so much so that
there was no fair submission of the controversy. For instance, if
through fraudulent machination by one [his adversary], a
litigant was induced to withdraw his defense or was prevented
from presenting an available defense or cause of action in the
case wherein the judgment was obtained, such that the
aggrieved party was deprived of his day in court through no
fault of his own, the equitable relief against such judgment may
be availed of. (Yatco v. Sumagui, 44623-R, July 31, 1971).
(cited in Philippine Law Dictionary, 1972 Ed. by Moreno; Varela
v. Villanueva, et al., 96 Phil. 248)
A judgment may be annulled on the ground of extrinsic or
collateral fraud, as distinguished from intrinsic fraud, which
connotes any fraudulent scheme executed by a prevailing
litigant 'outside the trial of a case against the defeated party, or
his agents, attorneys or witnesses, whereby said defeated
party is prevented from presenting fully and fairly his side of the
case. ... The overriding consideration is that the fraudulent
scheme of the prevailing litigant prevented a party from having
his day in court or from presenting his case. The fraud,
therefore, is one that affects and goes into the jurisdiction of
the court. (Libudan v. Gil, L-21163, May 17, 1972, 45 SCRA 17,
27-29; Sterling Investment Corp. v. Ruiz, L-30694, October 31,
1969, 30 SCRA 318, 323)
The charge of extrinsic fraud is, however, unwarranted for the following
reasons:
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Esparcia and Paulina Sienes involving the same lot is also void, and
they have no valid title thereto; and (3) that the reservable property in
question is part of and must be reverted to the estate of Cipriana
Yaeso, the lone surviving relative and heir of Francisco Yaeso at the
death of Andrea Gutang as of December 13, 1951. No pronouncement
as to the costs.
From the above decision the Sienes spouse interposed the present appeal,
their principal contentions being, firstly, that the lower court erred in holding that
Lot 3368 of the Cadastral Survey of Ayuquitan was a reservable property;
secondly, in annulling the sale of said lot executed by Andrea Gutang in their
favor; and lastly, in holding that Cipriana Yaeso, as reservee, was entitled to
inherit said land.
There is no dispute as to the following facts:
Lot 3368 originally belonged to Saturnino Yaeso. With his first wife, Teresa
Ruales, he had four children named Agaton, Fernando, Paulina and Cipriana,
while with his second wife, Andrea Gutang, he had an only son named
Francisco. According to the cadastral records of Ayuquitan, the properties left
by Saturnino upon his death the date of which does not clearly appear of
record were left to his children as follows: Lot 3366 to Cipriana, Lot 3367 to
Fernando, Lot 3375 to Agaton, Lot 3377 (southern portion) to Paulina, and Lot
3368 (western portion) to Francisco. As a result of the cadastral proceedings,
Original Certificate of Title No. 10275 covering Lot 3368 was issued in the
name of Francisco. Because Francisco was a minor at the time, his mother
administered the property for him, declared it in her name for taxation purposes
(Exhs A & A-1), and paid the taxes due thereon (Exhs. B, C, C-1 & C-2). When
Francisco died on May 29, 1932 at the age of 20, single and without any
descendant, his mother, as his sole heir, executed the public instrument Exhibit
F entitled EXTRAJUDICIAL SETTLEMENT AND SALE whereby, among other
things, for and in consideration of the sum of P800.00 she sold the property in
question to appellants. When thereafter said vendees demanded from Paulina
Yaeso and her husband Jose Esparcia, the surrender of Original Certificate of
Title No. 10275 which was in their possession the latter refused, thus
giving rise to the filing of the corresponding motion in the cadastral record No.
507. The same, however, was denied (Exhs. 8 & 9).
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Thereafter, or more specifically, on July 30, 1951, Cipriana and Paulina Yaeso,
the surviving half-sisters of Francisco, and who as such had declared the
property in their name, on January 1, 1951 executed a deed of sale in favor of
the spouses Fidel Esparcia and Paulina Sienes (Exh. 2) who, in turn, declared
it in their name for tax purposes and thereafter secured the issuance in their
name of Transfer Certificate of Title No. T-2141 (Exhs. 5 & 5-A).
As held by the trial court, it is clear upon the facts already stated, that the land
in question was reservable property. Francisco Yaeso inherited it by operation
of law from his father Saturnino, and upon Francisco's death, unmarried and
without descendants, it was inherited, in turn, by his mother, Andrea Gutang.
The latter was, therefore, under obligation to reserve it for the benefit of
relatives within the third degree belonging to the line from which said property
came, if any survived her. The record discloses in this connection that Andrea
Gutang died on December 13, 1951, the lone reservee surviving her being
Cipriana Yaeso who died only on January 13, 1952 (Exh. 10).
In connection with reservable property, the weight of opinion is that the reserve
creates two resolutory conditions, namely, (1) the death of the ascendant
obliged to reserve and (2) the survival, at the time of his death, of relatives
within the third degree belonging to the line from which the property came (6
Manresa 268-269; 6 Sanchez Roman 1934). This Court has held in connection
with this matter that the reservista has the legal title and dominion to the
reservable property but subject to a resolutory condition; that he is like a life
usufructuary of the reservable property; that he may alienate the same but
subject to reservation, said alienation transmitting only the revocable and
conditional ownership of the reservists, the rights acquired by the transferee
being revoked or resolved by the survival of reservatarios at the time of the
death of the reservista (Edroso vs. Sablan, 25 Phil. 295; Lunsod vs. Ortega, 46
Phil. 664; Florentino vs. Florentino, 40 Phil. 480; and Director of Lands vs.
Aguas, 65 Phil. 279).
The sale made by Andrea Gutang in favor of appellees was, therefore, subject
to the condition that the vendees would definitely acquire ownership, by virtue
of the alienation, only if the vendor died without being survived by any person
entitled to the reservable property. Inasmuch much as when Andrea Gutang
died, Cipriana Yaeso was still alive, the conclusion becomes inescapable that
the previous sale made by the former in favor of appellants became of no legal
effect and the reservable property subject matter thereof passed in exclusive
ownership to Cipriana.
On the other hand, it is also clear that the sale executed by the sisters Paulina
and Cipriana Yaeso in favor of the spouses Fidel Esparcia and Paulina Sienes
was subject to a similar resolutory condition. The reserve instituted by law in
favor of the heirs within the third degree belonging to the line from which the
reservable property came, constitutes a real right which the reservee may
alienate and dispose of, albeit conditionally, the condition being that the
alienation shall transfer ownership to the vendee only if and when the reservee
survives the person obliged to reserve. In the present case, Cipriana Yaeso,
one of the reservees, was still alive when Andrea Gutang, the person obliged to
reserve, died. Thus the former became the absolute owner of the reservable
property upon Andrea's death. While it may be true that the sale made by her
and her sister prior to this event, became effective because of the occurrence of
the resolutory condition, we are not now in a position to reverse the appealed
decision, in so far as it orders the reversion of the property in question to the
Estate of Cipriana Yaeso, because the vendees the Esparcia spouses did
not appeal therefrom.
WHEREFORE, the appealed decision as above modified is affirmed, with
costs, and without prejudice to whatever action in equity the Esparcia spouses
may have against the Estate of Cipriana Yaeso for the reconveyance of the
property in question.
Bengzon, Actg. C.J., Padilla, Bautista Angelo, Labrador, Concepcion, Reyes,
J.B.L., Barrera and Paredes, JJ., concur.
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what he has acquired by operation of law for the relatives who are
within the third degree and belong to the line whence the property
proceeded. (Civil Code, art. 811.)
Marcelina Edroso, ascendant of Pedro Sablan, inherited from him these two
parcels of land which he had acquired without a valuable consideration that
is, by inheritance from another ascendant, his father Victoriano. Having
acquired them by operation of law, she is obligated to relatives within the third
degree and belong to the line of Mariano Sablan and Maria Rita Fernandez,
whence the lands proceeded. The trial court's ruling that they partake of the
nature property required by law to be reserved is therefore in accordance with
the law.
But the appellant contends that it is not proven that the two parcels of land in
question have been acquired by operation of law, and that only property
acquired without a valuable consideration, which is by operation of law, is
required by law to reserved.
The appellees justly argue that this defense was not alleged or discussed in
first instance, but only herein. Certainly, the allegation in first instance was
merely that "Pedro Sablan acquired the property in question in 1882, before the
enforcement of the Civil Code, which establishes the alleged right required by
law to be reserved, of which the opponents speak; hence, prescription of the
right of action; and finally, opponents' renunciation of their right, admitting that it
existed and that they had it" (p. 49).
However that be, it is not superflous to say, although it may be unnecessary,
that the applicant inherited the two parcels of land from her son Pedro, who
died "unmarried and without issue." The trial court so held as a conclusion of
fact, without any objection on the appellant's part. (B. of E., 17, 20.) When
Pedro Sablan died without issue, his mother became his heir by virtue of her
right to her son's legal portion under article 935 of the Civil Code:
In the absence of legitimate children and descendants of the deceased,
his ascendants shall from him, to the exclusion of collaterals.
The contrary could only have occurred if the heiress had demonstrated that any
of these lands had passed into her possession by free disposal in her son's will;
but the case presents no testamentary provision that demonstrate any transfer
of property from the son to the mother, not by operation of law, but by her son's
wish. The legal presumption is that the transfer of the two parcels of land was
abintestate or by operation of law, and not by will or the wish of the predecessor
in interest. (Act No. 190, sec. 334, No. 26.) All the provision of article 811 of the
Civil Code have therefore been fully complied with.
If Pedro Sablan had instituted his mother in a will as the universal heiress of his
property, all he left at death would not be required by law to be reserved, but
only what he would have perforce left her as the legal portion of a legitimate
ascendant.
The legal portion of the parents or ascendants is constituted by onehalf of the hereditary estate of the children and descendants. The latter
may unrestrictedly dispose of the other half, with the exception of what
is established in article 836. (Civil Code, art. 809.)
In such case only the half constituting the legal portion would be required by
law to be reserved, because it is what by operation of law could full to the
mother from her son's inheritance; the other half at free disposal would not
have to be reserved. This is all that article 811 of the Civil Code says.
No error has been incurred in holding that the two parcels of land which are the
subject matter of the application are required by law to be reserved, because
the interested party has not proved that either of them became her inheritance
through the free disposal of her son.
Proof testate succession devolves upon the heir or heiress who alleges it. It
must be admitted that a half of Pedro Sablan's inheritance was acquired by his
mother by operation of law. The law provides that the other half is also
presumed to be acquired by operation of law that is, by intestate succession.
Otherwise, proof to offset this presumption must be presented by the interested
party, that is, that the other half was acquired by the man's wish and not by
operation of law.
Nor is the third assignments of error admissible that the trial court failed to
sustain the renunciation of the right required by law to be reserved, which the
applicant attributes to the opponents. Such renunciation does not appear in the
case. The appellant deduces it from the fact that the appellees did not
contradict the following statement of hers at the trial:
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The day after my brother-in-law Pablo Sablan dies and was buried, his brother
came to my house and said that those rice lands were mine, because we had
already talked about making delivery of them. (p. 91).
The other brother alluded to is Basilio Sablan, as stated on page 92. From the
fact that Basilio Sablan said that the lands belong to the appellant and must be
delivered to her it cannot be deduced that he renounced the right required by
law to be reserved in such lands by virtue of the provisions of article 811 of the
Civil Code, for they really belong to her and must be delivered to her.
The fourth assignments of error set up the defense of prescription of the right of
action. The appellant alleges prescription of the opponent's right of action for
requiring fulfillment of the obligation they attribute to her recording in the
property registry the right required by law to be reserved, in accordance with
the provisions of the Mortgage Law; and as such obligation is created by law, it
prescribed in the time fixed in No. 2 of section 43 of Act No. 190. She adds:
"Prescription of the right alleged to the reserved by force of law has not been
invoked." (Eight allegation.)
The appellant does not state in her brief what those provisions of the Mortgage
Law are. Nor did she do so in first instance, where she says only the following,
which is quoted from the record: "I do not refer to the prescription of the right
required by law to be reserved in the property; I refer to the prescription of the
right of action of those who are entitled to the guaranty of that right for seeking
that guaranty, for those who are entitled to that right the Mortgage Law grants a
period of time for recording it in the property registry, if I remember correctly,
ninety days, for seeking entry in the registry; but as they have not exercised
that right of action, such right of action for seeking here that it be recorded has
prescribed. The right of action for requiring that the property be reserved has
not prescribed, but the right of action for guaranteeing in the property registry
that this property is required by law to be reserved" (p. 69 of the record).
The appellees reply: It is true that their right of action has prescribed for
requiring the applicant to constitute the mortgage imposed by the Mortgage
Law for guaranteeing the effectiveness of the required by law to be reserved;
but because that right of action has prescribed, that property has not been
divested of its character of property required by law to be reserved; that it has
such character by virtue of article 8112 of the Civil Code, which went into effect
in the Philippine in December, 1889, and not by virtue of the Mortgage Law,
which only went into effect in the country by law of July 14, 1893; that from
December, 1889, to July, 1893, property which under article 811 of the Civil
Code acquired the character of property reserved by operation of law was such
independently of the Mortgage Law, which did not yet form part of the positive
legislation of the country; that although the Mortgage Law has been in effect in
the country since July, 1893, still it has in no way altered the force of article 811
of the Civil Code, but has operated to reinforce the same merely by granting the
right of action to the persons in whose favor the right is reserved by operation of
law to require of the person holding the property a guaranty in the form of a
mortgage to answer for the enforcement, in due time, of the right; that to lose
the right of action to the guaranty is not to lose the right itself; that the right
reserved is the principal obligation and the mortgage the accessory obligation,
and loss of the accessory does not mean loss of the principal. (Fifth and sixth
allegations.)
The existence of the right required by law to be reserved in the two parcels of
land in question being indisputable, even though it be admitted that the right of
action which the Mortgage Law grants as a guaranty of final enforcement of
such right has prescribed, the only thing to be determined by this appeal is the
question raised in the first assignment of error, that is, how said two parcels of
land can and ought to be registered, not in the property registry newly
established by the Mortgage Law, but in the registry newly organized by Act No.
496. But as the have slipped into the allegations quoted some rather inexact
ideas that further obscure such an intricate subject as this of the rights required
to be reserved in Spanish-Philippine law, a brief disgression on the most
essential points may not be out of place here.
The Mortgage Law of July 14, 1893, to which the appellees allude, is the
amended one of the colonies, not the first enforced in the colonies and
consequently in the Philippines. The preamble of said amended Mortgage Law
states:
The Mortgage Law in force in Spain for thirty years went into effect,
with the modifications necessary for its adaptation, in the Antilles on
May 1, 1880, and in the Philippines on December 1, 1889, thus
commencing in those regions the renovation of the law on real property,
and consequently of agrarian credit.
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The Civil Code went into effect in the Philippines in the same year, 1889, but on
the eight day.
because the same principle exists and because of the general nature of the
provisions of the chapter in which they are found."
But since the amended Mortgage Law went into effect by law of July 14, 1893,
in the Philippines this is not only a principle of jurisprudence which may be
invoked for the applicability to the right reserved in article 811 of the remedies
of assurance and guaranty provided for the right reserved in article 968, but
there is a positive provision of said law, which is an advantage over the law of
Spain, to wit, article 199, which read thus:
The special mortgage for guaranteeing the right reserved by article 811
of the Civil Code can only be required by the relatives in whose favor
the property is to be reserved, if they are of age; if minors, it will be
require by the person who should legally represent them. In either case
the right of the persons in whose favor the property must be reserved
will be secured by the same requisites as set forth in the preceding
article (relative to the right reserved by article 968 of the Civil Code),
applying to the person obligated to reserve the right the provisions with
respect to the father.
In article 168 of the same law the new subsection 2 is added in connection with
article 199 quoted, so that said article 168 reads as thus:
Legal mortgage is established:
1. . . .
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2. In favor of the relatives to whom article 811 of the Civil Code refers,
for the property required to be reserved, upon the property of the
person obliged to reserve it.
This being admitted, and admitted also that both the litigating parties agree that
the period of ninety days fixed for the right of action to the guaranty, that is, to
require the mortgage that guarantees the effectiveness of the right required by
law to be reserved, has prescribed, it is necessary to lay down a principle in this
matter. Now it should by noted that such action has not prescribed, because the
period of ninety days fixed by the Mortgage Law is not for the exercise of the
right of action of the persons entitled to the right reserved, but for the fulfillment
of the obligation of the person who must make the reservation.
Article 191 of the reads thus: "If ninety days pass without the father's instituting
in court the proceeding to which the foregoing article refers, the relatives
themselves may demand fulfillment, etc., . . . applying, according to said article
199, to the person obligated to reserve the right the provisions with respect to
the father."
Article 203 of the regulation for the application of the Mortgage Law says: "In
the case of article 199 of the law the proceedings to which article 190 thereof
refers will be instituted within the ninety days succeeding the date of the date of
the acceptation of the inheritance by the person obligated to reserve the
property; after this period has elapsed, the interested parties may require the
institution of such proceedings, if they are of age; and in any other case, their
legal representatives."
Thus it clearly appears that the lapse of the ninety days is not the expiration by
prescription of the period for the right must be reserved, but really the
commencement thereof, enables them to exercise it at any time, since no limits
is set in the law. So, if the annotation of the right required by law to be reserved
in the two parcels of land in question must be made in the property registry of
the Mortgage Law, the persons entitled to it may now institute proceedings to
that end, and an allegation of prescription against the exercise of such right of
action cannot be sustained.
Since the applicant confesses that she does not allege prescription of the right
of action for requiring that the property be reserved, for she explicitly so stated
at the trial, and as the case presents no necessity for the proceedings that
should be instituted in accordance with the provisions of the Mortgage Law, this
prescription of the right of action cannot take place, because such right of
action does not exist with reference to instituting proceedings for annotation in
the registry of Act No. 496 of the right to the property required by law to be
reserved. It is sufficient, as was done in the present case, to intervene in the
registration proceedings with the claim set up by the two opponents for
recording therein the right reserved in either parcel of land.
Now comes the main point in the appeal. The trial court denied the registration
because of this finding set forth in its decision:
Absolute title to the two parcels of land undoubtedly belongs to the
applicant and the two uncles of the deceased Pedro Sablan, and the
application cannot be made except in the name of all of them in
common. (B. of E., p. 20.)
It must be remembered that absolute title consists of the rights to use, enjoy,
dispose of, and recover. The person who has in himself all these rights has the
absolute or complete ownership of the thing; otherwise, the person who has the
right to use and enjoy will have the usufruct, and the person who has the rights
of disposal and recovery the direct title. The person who by law, act, or contract
is granted the right of usufruct has the first two rights or using an enjoying, and
then he is said not to have the fee simple that is, the rights of disposal and
recovery, which pertain to another who, after the usufruct expires, will come into
full ownership.
The question set up in the first assignment of error of the appellant's brief is
this:
What are the rights in the property of the person who holds it subject to
the reservation of article 811 of the Civil Code?
There are not lacking writers who say, only those of a usufructuary, the ultimate
title belonging to the person in whose favor the reservation is made. If that were
so, the person holding the property could not apply for registration of title, but
the person in whose favor it must be reserved, with the former's consent. This
opinion does not seem to be admissible, although it appears to be supported by
decisions of the supreme court of Spain of May 21, 1861, and June 18, 1880,
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prior to the Civil Code, and of June 22, 1895, somewhat subsequent to the
enforcement thereof.
Another writer says: "This opinion only looks at two salient points the
usufruct and the fee simple; the remaining features of the arrangement are not
perceived, but become obscure in the presence of that deceptive emphasis
which only brings out two things: that the person holding the property will enjoy
it and that he must keep what he enjoys for other persons." (Manresa, VII, 189.)
In another place he says: "We do not believe that the third opinion can now be
maintained that is, that the surviving spouse (the person obliged by article
968 to make the reservation) can be regarded as a mere usufructuary and the
descendants immediately as the owner; such theory has no serious foundation
in the Code." (Ibid., 238.)
The ascendants who inherits from a descendants, whether by the latter's wish
or by operation of law, requires the inheritance by virtue of a title perfectly
transferring absolute ownership. All the attributes of the right of ownership
belong to him exclusively use, enjoyment, disposal and recovery. This
absolute ownership, which is inherent in the hereditary title, is not altered in the
least, if there be no relatives within the third degree in the line whence the
property proceeds or they die before the ascendant heir who is the possessor
and absolute owner of the property. If there should be relatives within the third
degree who belong to the line whence the property proceeded, then a limitation
to that absolute ownership would arise. The nature and scope of this limitation
must be determined with exactness in order not to vitiate rights that the law
wishes to be effective. The opinion which makes this limitation consist in
reducing the ascendant heir to the condition in of a mere usufructuary, depriving
him of the right of disposal and recovery, does not seem to have any support in
the law, as it does not have, according to the opinion that he has been
expressed in speaking of the rights of the father or mother who has married
again. There is a marked difference between the case where a man's wish
institutes two persons as his heirs, one as usufructuary and the other as owner
of his property, and the case of the ascendant in article 811 or of the father or
mother in article 968. In the first case, there is not the slightest doubt that the
title to the hereditary property resides in the hereditary owner and he can
dispose of and recover it, while the usufructuary can in no way perform any act
of disposal of the hereditary property (except that he may dispose of the right of
usufruct in accordance with the provisions of article 480 of the Civil Code), or
any act of recovery thereof except the limited one in the form prescribed in
article 486 of the Code itself, because he totally lacks the fee simple. But the
ascendants who holds the property required by article 811 to be reserved, and
the father of mother required by article 986 to reserve the right, can dispose of
the property they might itself, the former from his descendant and the latter
from his of her child in first marriage, and recover it from anyone who may
unjustly detain it, while the persons in whose favor the right is required to be
reserved in either case cannot perform any act whatsoever of disposal or of
recovery.
Article 975 states explicitly that the father or mother required by article 9687 to
reserve the right may dispose of the property itself:
Alienation of the property required by law to be reserved which may be
made by the surviving spouse after contracting a second marriage shall
be valid only if at his or her death no legitimate children or descendants
of the first marriage survive, without prejudice to the provisions of the
Mortgage of Law.
It thus appears that the alienation is valid, although not altogether effective, but
under a condition subsequent, to wit: "If at his or her death no legitimate
children or descendants of the first marriage survive."
If the title did not reside in the person holding the property to be reserved, his
alienation thereof would necessarily be null and void, as executed without a
right to do so and without a right which he could transmit to the acquirer. The
law says that the alienation subsists (to subject is to continue to exist) "without
prejudice to the provisions of the Mortgage Law." Article 109 of this Law says:
The possessor of property subject to conditions subsequent that are
still pending may mortgage or alienate it, provided always that he
preserve the right of the parties interested in said conditions by
expressly reserving that right in the registration.
In such case, the child or legitimate descendants of the first marriage in whose
favor the right is reserved cannot impugn the validity of the alienation so long
as the condition subsequent is pending, that is, so long as the remarried
spouse who must reserve the right is alive, because it might easily happen that
the person who must reserve the right should outlive all the person in whose
favor the right is reserved and then there would be no reason for the condition
22
subsequent that they survive him, and, the object of the law having
disappeared, the right required to be reserved would disappear, and the
alienation would not only be valid but also in very way absolutely effective.
Consequently, the alienation is valid when the right required by law to be
reserved to the children is respected; while the effects of the alienation depend
upon a condition, because it will or will not become definite, it will continue to
exist or cease to exist, according to circumstances. This is what the law
establishes with reference to the reservation of article 968, wherein the
legislator expressly directs that the surviving spouse who contracts a second
marriage shall reserve to the children or descendants of the first marriage
ownership. Article 811 says nothing more than that the ascendants must make
the reservation.
Manresa, with his recognized ability, summarizes the subject under the
heading, "Rights and obligations during the existence of the right required by
law to be reserved," in these words:
During the whole period between the constitution in legal form of the right
required by law to be reserved and the extinction thereof, the relatives within
the third degree, after the right that in their turn may pertain to them has been
assured, have only an expectation, and therefore they do not even have the
capacity to transmit that expectation to their heirs.
The ascendant is in the first place a usufructuary who should use and enjoy the
things according to their nature, in the manner and form already set forth in
commenting upon the article of the Code referring to use and usufruct.
But since in addition to being the usufructuary he is, even though conditionally,
the owner in fee simple of the property, he can dispose of it in the manner
provided in article 974 and 976 of the same Code. Doubt arose also on this
point, but the Direccion General of the registries, in an opinion of June 25,
1892, declared that articles 974 and 975, which are applicable by analogy, for
they refer to property reserved by law, reveal in the clearest manner the attitude
of the legislator on this subject, and the relatives with the third degree ought not
to be more privileged in the right reserved in article 811 than the children in the
right reserved by article 975, chiefly for the reason that the right required to be
reserved carries with it a condition subsequent, and the property subject to
those conditions can validly be alienated in accordance with article 109 of the
23
they have no title of ownership or of the fee simple which they can transmit to
another, on the hypothesis that only when the person who must reserve the
right should die before them will they acquire it, thus creating a fee simple, and
only then will they take their place in the succession of the descendants of
whom they are relatives within the third degree, that it to say, a second
contingent place in said legitimate succession in the fashion of aspirants to a
possible future legacy. If any of the persons in whose favor the right is reserved
should, after their rights has been assured in the registry, dare to dispose of
even nothing more than the fee simple of the property to be reserved his act
would be null and void, for, as was definitely decided in the decision on appeal
of December 30, 1897, it is impossible to determine the part "that might pertain
therein to the relative at the time he exercised the right, because in view of the
nature and scope of the right required by law to be reserved the extent of his
right cannot be foreseen, for it may disappear by his dying before the person
required to reserve it, just as may even become absolute should that person
die."
Careful consideration of the matter forces the conclusion that no act of disposal
inter vivos of the person required by law to reserve the right can be impugned
by him in whose favor it is reserved, because such person has all, absolutely
all, the rights inherent in ownership, except that the legal title is burdened with a
condition that the third party acquirer may ascertain from the registry in order to
know that he is acquiring a title subject to a condition subsequent. In
conclusion, it seems to us that only an act of disposal mortis causa in favor of
persons other than relatives within the third degree of the descendants from
whom he got the property to be reserved must be prohibited to him, because
this alone has been the object of the law: "To prevent persons outside a family
from securing, by some special accident of life, property that would otherwise
have remained therein." (Decision of December 30, 1897.)
Practically, even in the opinion of those who reduce the person reserving the right to
the condition of a mere usufructuary, the person in whose favor it must be reserved
cannot attack the alienation that may be absolutely made of the property the law
requires to be reserved, in the present case, that which the appellant has made of
the two parcels of land in question to a third party, because the conditional
alienation that is permitted her is equivalent to an alienation of the usufruct, which is
authorized by article 480 of the Civil Code, and, practically, use and enjoyment of
the property required by law to be reserved are all that the person who must
reserve it has during his lifetime, and in alienating the usufruct all the usefulness of
the thing would be transmitted in an incontrovertible manner. The question as to
whether or not she transmits the fee simple is purely academic, sine re, for it is not
real, actual positive, as is the case of the institution of two heirs, one a usufructuary
and the other the owner, by the express wish of the predecessor in interest.
If the person whom article 811 requires to reserve the right has all the rights
inherent in ownership, he can use, enjoy, dispose of and recover it; and if, in
addition to usufructuary, he is in fact and in law the real owner and can alienate it,
although under a condition, the whole question is reduced to the following terms:
Cannot the heir of the property required by law to reserved, merely because a
condition subsequent is annexed to his right of disposal, himself alone register the
ownership of the property he has inherited, when the persons in whose favor the
reservation must be made degree thereto, provided that the right reserved to them
in the two parcels of land be recorded, as the law provides?
It is well known that the vendee under pacto de retracto acquires all the rights of the
vendor:
The vendee substitutes the vendor in all his rights and actions. (Civil Code,
art. 1511.)
If the vendor can register his title, the vendee can also register this same title
after he has once acquired it. This title, however, in its attribute of being
disposable, has a condition subsequent annexed that the alienation the
purchaser may make will be terminated, if the vendor should exercise the right
granted him by article 1507, which says:
Conventional redemption shall take place when the vendor reserves to himself the
right to recover the thing sold, with the obligation to comply with article 1518, and
whatever more may have been agreed upon," that is, if he recovers the thing sold
by repaying the vendee the price of the sale and other expenses. Notwithstanding
this condition subsequent, it is a point not at all doubtful now that the vendee may
register his title in the same way as the owner of a thing mortgaged that is to say,
the latter with the consent of his creditor and the former with the consent of the
vendor. He may alienate the thing bought when the acquirer knows by well from the
title entered in the registry that he acquires a title revocable after a fixed period, a
thing much more certain and to be expected than the purely contingent expectation
of the person in whose favor is reserved a right to inherit some day what another
has inherited. The purpose of the law would be defeated in not applying to the
person who must make the reservation the provision therein relative to the vendee
24
under pacto de retracto, since the argument in his favor is the more power and
conclusive; ubi eadem ratio, eadem legis dispositivo.
Therefore, we reverse the judgment appealed from, and in lieu thereof decide and
declare that the applicant is entitled to register in her own name the two parcels of
land which are the subject matter of the applicants, recording in the registration the
right required by article 811 to be reserved to either or both of the opponents, Pablo
Sablan and Basilio Sablan, should they survive her; without special findings as to
costs.
Torres, Mapa, Johnson, Carson and Trent, JJ., concur.
Francisco Deocampo died on August 15, 1914, whereupon his widow and son,
the defendants herein, took possession of the parcels of land in question, under
the claim that the said son, the defendant Jose Deocampoo (a minor) had
inherited the same, ab intestate, from his deceased father.
On September 30, 1915, the plaintiff herein, claiming to be an acknowledged
natural daughter of the said Juliana Nieva, instituted the present action for the
purposes of recovering from the defendants the parcels of land in question,
particularly described in Paragraphs V and X of the complaint, invoking the
provisions of article 811 of the Civil Code.
The lower court held that, even granting, without deciding, that the plaintiff was
an acknowledged natural daughter of Juliana Nieva, she was not entitled to the
property here in question because, in its opinion, an illegitimate relative has no
right to the reserva troncal under the provisions of article 811 of the Civil Code.
The first question presented by this appeal is, whether or not the plaintiff is an
acknowledged natural daughter of the deceased Juliana Nieva. It appears from
the record that the said Juliana Nieva, while unmarried, gave birth to the plaintiff
on March 29, 1882, and that the plaintiff was duly baptized as her natural
daughter, of unknown father (Exhibit C, baptismal certificate); that the said
Juliana Nieva nourished and reared her said child, the plaintiff herein; that the
plaintiff lived with her said mother until the latter was married to Francisco
Deocampo; that the said mother treated the plaintiff, and exhibited her publicly,
as a legitimate daughter. (See testimony of Antero Gala, pp. 5-6; Prudencio de
la Cuesta, pp. 16-17; and Mamerto Palabrica, pp. 26-27, sten. notes.)
The foregoing facts, which are not controverted, are analogous to the facts in
the case of Llorente vs. Rodriguez (3 Phil., 697, 699). Under the decision of this
court in that case we are of the opinion and so decide, without rediscussing
here the law and legal principles involved, that the plaintiff Segunda Maria
Nieva is an acknowledged natural daughter of Juliana Nieva. (See also In re
estate of Enriquez and Reyes, 29 Phil., 167.)
The other and more important question presented by this appeal is, whether or
not an illegitimate relative within the third degree is entitled to the reserva
troncal provided for by article 811 of the Civil Code. That article reads as
follows:
25
Any ascendant who inherits from his descendant any property acquired
by the latter gratuitously from some other ascendant, or from a brother
or sister, is obliged to reserve such of the property as he may have
acquired by operation of law for the benefit of relatives within the third
degree belonging to the line from which such property came.
The property here in question was inherited, by operation by law, by Francisco
Deocampo from his son Alfeo Deocampo, who, in turn, had inherited it, in the
same manner, from his mother Juliana Nieva, the natural mother of the plaintiff.
The plaintiff is the natural sister of Alfeo Deocampo, and she belongs to the
same line from which the property in question came. Was Francisco Deocampo
obliged by law to reserve said property for the benefit of the plaintiff, an
illegitimate relative within the third degree of Alfeo Deocampo? If he was, then,
upon his death, the plaintiff, and not his son the defendant Jose Deocampo,
was entitled to the said property; if he was not, the plaintiff's action must
fail.1awph!l.net
There can be no question whatever but that, under said article 811 of the Civil
Code, the plaintiff would be entitled to the property in question if she were a
legitimate daughter of Julian Nieva. (Edroso vs. Sablan, 25 Phil., 295.) But in
said article 811 the legislator uses the generic terms "ascendant,"
"descendant," and "relatives," without specifying whether or not they have to be
legitimate. Does the legislator, then, refer to legitimate as well as to illegitimate
relatives? Counsel for the appellant, in a lengthy and carefully prepared brief,
attempts to maintain the affirmative.
This question, so far as our investigation shows, has not been decided before
by any court or tribunal. However, eminent commentators on the Spanish Civil
Code, who have devoted their lives to the study and solution of the intricate and
difficult problems that may arise under the provisions of that Code, have dealt
with the very question now before us, and are unanimous in the opinion that the
provision of article 811 of the Civil Code apply only to legitimate relative. One of
such commentators, undoubtedly the best known of them all, is Manresa. We
believe we can do no better than to adopt his reasons and conclusions, in
deciding the question before us. In determining the persons who are obliged to
reserve under article 811, he says:
Is every ascendant, whether legitimate or not, obliged to reserve?
Should the natural father or grandfather reserve the properties
26
Lastly, the principle which underlies the exception which article 811
creates in the right to succeed neither admits of any other
interpretation. Whether the provision is due to the desire that the
properties should not pass, by reason of new marriage, out of the
family to which they belonged, or is directly derived from the system of
the so-called "reserva troncal," and whether the idea of reservation or
that of lineal rights (troncalidad) predominate the patrimony which is
intended to be preserved is that of the legitimate family. Only to
legitimate ascendants and descendants do article 968 et seq. of the
Code refer, arising as they do from the danger of second or subsequent
marriage; only to legitimate parents do the special laws of Navarra,
Aragon, Vizcaya and Catalua concede the right to succeed with
respect to lineal properties (bienes troncales); only to the legitimate
ascendants does article 811 impose the duty to reserve.
The same jurist, in determining the persons in whose favor the reservation is
established, says:
Persons in whose favor the reservation is established. This is one of
the most delicate points in the interpretation of article 811. According to
this article, the reservation is established in favor of the parents who
are within the third degree and belong to the line from which the
properties came.
It treats of blood, relationship, which is applicable to questions on
succession, according to articles 915 to 920. It could not be otherwise,
because relationship by affinity is established between each spouse
and the family of the other, by marriage, and to admit it, would be to
27
28
in favor of the children of her sons, Benito, Alejandro and Jose (sixteen
grandchildren in all). The document reads: 1wph1.t
A mis hijos :
(Sgd.)
FILOMENA
ROCES
LEGARDA
6 Marzo 1953
During the period from July, 1958 to February, 1959 Mrs. Legarda and her six
surviving children partitioned the properties consisting of the one-third share in
the estate of Benito Legarda y Tuason which the children inherited in
representation of their father, Benito Legarda y De la Paz.
Mrs. Legarda died on September 22, 1967. Her will was admitted to probate as
a holographic will in the order dated July 16, 1968 of the Court of First Instance
of Manila in Special Proceeding No. 70878, Testate Estate of Filomena Races
Vda. de Legarda. The decree of probate was affirmed by the Court of Appeals
in Legarda vs. Gonzales, CA-G.R. No. 43480-R, July 30,1976.
In the testate proceeding, Beatriz Legarda Gonzales, a daughter of the testatrix,
filed on May 20, 1968 a motion to exclude from the inventory of her mother's
estate the properties which she inherited from her deceased daughter,
Filomena, on the ground that said properties are reservable properties which
29
should be inherited by Filomena Legarda's three sisters and three brothers and
not by the children of Benito, Alejandro and Jose, all surnamed Legarda. That
motion was opposed by the administrator, Benito F. Legarda.
Without awaiting the resolution on that motion, Mrs. Gonzales filed on June 20,
1968 an ordinary civil action against her brothers, sisters, nephews and nieces
and her mother's estate for the purpose of securing a declaration that the said
properties are reservable properties which Mrs. Legarda could not bequeath in
her holographic will to her grandchildren to the exclusion of her three daughters
and her three sons (See Paz vs. Madrigal, 100 Phil. 1085).
Did Mrs. Legarda have the right to convey mortis causa what she inherited from
her daughter Filomena to the reservees within the third degree and to bypass
the reservees in the second degree or should that inheritance automatically go
to the reservees in the second degree, the six children of Mrs. Legarda?
As already stated, the lower court dismissed the action of Mrs. Gonzales. ln this
appeal under Republic Act No. 5440 she contends in her six assignments of
error that the lower court erred in not regarding the properties in question as
reservable properties under article 891 of the Civil Code.
Much time, effort and energy were spent by the parties in their five briefs in
descanting on the nature of reserve troncal which together with the reserva
viudal and reversion legal, was abolished by the Code Commission to prevent
the decedent's estate from being entailed, to eliminate the uncertainty in
ownership caused by the reservation (which uncertainty impedes the
improvement of the reservable property) and to discourage the confinement of
property within a certain family for generations which situation allegedly leads
to economic oligarchy, and is incompatible with the socialization of ownership.
The Code Commission regarded the reservas as remnants of feudalism which
fomented agrarian unrest. Moreover, the reserves, insofar as they penalize
legitimate relationship, is considered unjust and inequitable.
However, the lawmaking body, not agreeing entirely with the Code Commission,
restored the reserve troncal, a legal institution which, according to Manresa and
Castan Tobenas has provoked questions and doubts that are difficult to resolve.
Reserva troncal is provided for in article 811 of the Spanish Civil Code, now
article 891, which reads: 1wph1.t
ART. 811. El ascendiente que heredare de su descendiente
bienes que este hubiese adquirido por titulo lucrative de otro
30
The persons involved in reserve troncal are (1) the ascendant or brother or
sister from whom the property was received by the descendant by lucrative or
gratuitous title, (2) the descendant or prepositus (prepositus) who received the
property, (3) the reservor (reservista) the other ascendant who obtained the
property from the (prepositus) by operation of law and (4) the reserves
(reservatario) who is within the third degree from the prepositus and who
belongs to the (line o tronco) from which the property came and for whom the
property should be reserved by the reservor.
The reservees may be half-brothers and sisters (Rodriguez vs. Rodriguez, 101
Phil. 1098; Chua vs. Court of First Instance of Negros Occidental, L-29901,
August 31, 1977, 78 SCRA 412). Fourth degree relatives are not included
(Jardin vs. Villamayor, 72 Phil. 392).
The rationale of reserve troncal is to avoid "el peligro de que bienes poseidos
secularmente por una familia pasen bruscamente a titulo gratuito a manos
extraas por el azar de los enlaces y muertes prematuras or impeder que, por
un azar de la vide personas extranas a una familia puedan adquirir bienes que
sin aquel hubieran quedado en ella (6 Castan Tobenas Derecho Civil, Part l, 6th
Ed., 1980, p. 203; Padura vs. Baldovino, 104 Phil. 1065).
An illustration of reserve troncal is found in Edroso vs. Sablan, 25 Phil. 295. ln
that case, Pedro Sablan inherited two parcels of land from his father Victorians.
Pedro died in 1902, single and without issue. His mother, Marcelina Edroso,
inherited from him the two parcels of land.
It was held that the land was reservable property in the hands of Marcelina. The
reservees were Pablo Sablan and Basilio Sablan, the paternal uncles of Pedro
Sablan, the prepositus. Marcelina could register the land under the Torrens
system in her name but the fact that the land was reservable property in favor
of her two brothers-in-law, should they survive her, should be noted in the title.
In another case, it appears that Maria Aglibot died intestate in 1906. Her onehalf share of a parcel of conjugal land was inherited by her daughter, Juliana
Maalac. When Juliana died intestate in 1920, said one-half share was
inherited by her father, Anacleto Maalac who owned the other one-half portion.
Anacleto died intestate in 1942, survived by his second wife and their six
children. lt was held that the said one-half portion was reservable property in
31
the hands of Anacleto Maalac and, upon his death, should be inherited by
Leona Aglibot and Evarista Aglibot, sisters of Maria and materna aunts of
Juliana Maalac, who belonged to the line from which said one-half portion
came (Aglibot vs. Maalac 114 Phil. 964).
Other illustrations of reserva troncal are found in Florentino vs Florentino, 40
Phil. 480; Nieva and Alcala vs. Alcala and Deocampo, 41 Phil. 915; Maghirang
and Gutierrez vs. Balcita 46 Phil. 551; Lunsod vs. Ortega, 46 Phil. 664; Dizon
vs. Galang, 48 Phil. 601; Riosa vs. Rocha, 48 Phil. 737; Centeno vs. Centeno
52 Phil. 322; Velayo Bernardo vs. Siojo, 58 Phil. 89; Director of Lands vs.
Aguas, 63 Phil. 279; Fallorfina vs. Abille, CA 39 O.G. 1784.
The person from whom the degree should be reckoned is the descendant, or
the one at the end of the line from which the property came and upon whom the
property last revolved by descent. He is called the prepositus (Cabardo vs.
Villanueva. 44 Phil. 186, 190).
In the Cabardo case, one Cornelia Abordo inherited property from her mother,
Basilia Cabardo. When Cornelia died, her estate passed to her father, Lorenzo
Abordo. ln his hands, the property was reservable property. Upon the death of
Lorenzo, the person entitled to the property was Rosa Cabardo, a maternal
aunt of Cornelia, who was her nearest relative within the third degree.
The reserva creates two resolutory conditions, namely, (1) the death of the
ascendant obliged to reserve and (2) the survival, at the time of his death, of
relatives within the third degree belonging to the line from which the property
came
(Sienes vs. E Esparcia l l l Phil. 349, 353).
The reservor has the legal title and dominion to the reservable property but
subject to the resolutory condition that such title is extinguished if the reservor
predeceased the reservee. The reservor is a usufructuary of the reservable
property. He may alienate it subject to the reservation. The transferee gets the
revocable and conditional ownership of the reservor. The transferee's rights are
revoked upon the survival of the reservees at the time of the death of the
reservor but become indefeasible when the reservees predecease the reservor.
(Sienes vs. Esparcia, 111 Phil. 349, 353; Edroso vs. Sablan, 25 Phil. 295;
Lunsod vs. Ortega, 46 Phil. 664; Florentino vs. Florentino, 40 Phil. 480: Director
of Lands vs. Aguas, 63 Phil. 279.)
The reservor's title has been compared with that of the vendee a retro in a
pacta de retro sale or to a fideicomiso conditional.
First cousins of the prepositus are in the fourth degree and are not reservees.
They cannot even represent their parents because representation is confined to
relatives within the third degree (Florentino vs. Florentino, 40 Phil. 480).
Within the third degree, the nearest relatives exclude the more remote subject
to the rule of representation. But the representative should be within the third
degree from the prepositus (Padura vs. Baldovino, 104 Phil. 1065).
On the other hand, the reserves has only an inchoate, expectant or contingent
right. His expectant right would disappear if he predeceased the reservor. lt
would become absolute should the reservor predecease the reserves.
The reserves cannot impugn any conveyance made by the reservor but he can
require that the reservable character of the property be recognized by the
purchaser (Riosa vs. Rocha 48 Phil. 737; Edroso vs. Sablan, 25 Phil. 295, 3123; Gueco vs. Lacson, 118 Phil. 944).
There is a holding that the renunciation of the reservee's right to the reservable
property is illegal for being a contract regarding future inheritance (Velayo
Bernardo vs. Siojo, 58 Phil. 89, 96).
32
And there is a dictum that the reservee's right is a real right which he may
alienate and dispose of conditionally. The condition is that the alienation shall
transfer ownership to the vendee only if and when the reserves survives the
reservor (Sienes vs. Esparcia, 111 Phil. 349, 353). 1wph1.t
The reservatario receives the property as a conditional heir of
the descendant (prepositus) said property merely reverting to
the line of origin from which it had temporarily and accidentally
stayed during the reservista's lifetime. The authorities are all
agreed that there being reservatarios that survive the
reservists, the latter must be deemed to have enjoyed no more
than a than interest in the reservable property. (J. J. B. L.
Reyes in Cane vs. Director of Lands, 105 Phil. l5.)
Even during the reservista's lifetime, the reservatarios, who are
the ultimate acquirers of the property, can already assert the
right to prevent the reservista from doing anything that might
frustrate their reversionary right, and, for this purpose, they can
compel the annotation of their right in the registry of property
even while the (reservista) is alive (Ley Hipotecaria de
Ultramar, Arts. 168, 199; Edroso vs. Sablan, 25 Phil. 295).
This right is incompatible with the mere expectancy that
corresponds to the natural heirs of the reservista lt is likewise
clear that the reservable property is no part of the estate of the
reservista who may not dispose of them (it) by will, so long as
there are reservatarios existing (Arroyo vs. Gerona, 58 Phil.
226, 237).
The latter, therefore, do not inherit from the reservista but from
the descendant (prepositus) of whom the reservatarios are the
heirs mortis causa, subject to the condition that they must
survive the reservista. (Sanchez Roman, Vol. VI Tomo 2, p.
286; Manresa, Commentaries, Vol. 6, 6th Ed., pp. 274, 310,
cited by J. J.B.L. Reyes in Padura vs. Baldovino, L-11960,
December 27, 1958, 104 Phil. 1065).
Hence, upon the reservista's death, the reservatario nearest to the prepositus
becomes, "automatically and by operation of law, the owner of the reservable
property." (Cane vs. Director of Lands, 105 Phil. l5.)
In the instant case, the properties in question were indubitably reservable
properties in the hands of Mrs. Legarda. Undoubtedly, she was a reservor. The
reservation became a certainty when at the time of her death the reservees or
relatives within the third degree of the prepositus Filomena Legarda were living
or they survived Mrs. Legarda.
So, the ultimate issue in this case is whether Mrs. Legarda, as reservor, could
convey the reservable properties by will or mortis causa to the reservees within
the third degree (her sixteen grandchildren) to the exclusion of the reservees in
the second degree, her three daughters and three sons. As indicated at the
outset, that issue is already res judicata or cosa juzgada.
We hold that Mrs. Legarda could not convey in her holographic will to her
sixteen grandchildren the reservable properties which she had inherited from
her daughter Filomena because the reservable properties did not form part of
her estate (Cabardo vs. Villanueva, 44 Phil. 186, 191). The reservor cannot
make a disposition mortis causa of the reservable properties as long as the
reservees survived the reservor.
As repeatedly held in the Cano and Padura cases, the reservees inherit the
reservable properties from the prepositus, not from the reservor.
Article 891 clearly indicates that the reservable properties should be inherited
by all the nearest relatives within the third degree from the prepositus who in
this case are the six children of Mrs. Legarda. She could not select the
reservees to whom the reservable property should be given and deprive the
other reservees of their share therein.
To allow the reservor in this case to make a testamentary disposition of the
reservable properties in favor of the reservees in the third degree and,
consequently, to ignore the reservees in the second degree would be a glaring
violation of article 891. That testamentary disposition cannot be allowed.
We have stated earlier that this case is governed by the doctrine of Florentino
vs. Florentino, 40 Phil. 480, a similar case, where it was ruled: 1wph1.t
33
Under the rule of stare decisis et non quieta movere, we are bound to follow in
this case the doctrine of the Florentino case. That doctrine means that as long
as during the reservor's lifetime and upon his death there are relatives within
the third degree of the prepositus regardless of whether those reservees are
common descendants of the reservor and the ascendant from whom the
property came, the property retains its reservable character. The property
should go to the nearest reservees. The reservor cannot, by means of his will,
choose the reserves to whom the reservable property should be awarded.
The alleged opinion of Sanchez Roman that there is no reserva troncal when
the only relatives within the third degree are the common descendants of the
predeceased ascendant and the ascendant who would be obliged to reserve is
irrelevant and sans binding force in the light of the ruling in the Florentino case.
It is contended by the appellees herein that the properties in question are not
reservable properties because only relatives within the third degree from the
paternal line have survived and that when Mrs. Legarda willed the said
properties to her sixteen grandchildren, who are third-degree relatives of
Filomena Legarda and who belong to the paternal line, the reason for the
reserva troncal has been satisfied: "to prevent persons outside a family from
securing, by some special accident of life, property that would otherwise have
remained therein".
That same contention was advanced in the Florentino case where the reservor
willed the reservable properties to her daughter, a full-blood sister of the
prepositus and ignored the other six reservors, the relatives of the half-blood of
the prepositus.
In rejecting that contention, this Court held that the reservable property
bequeathed by the reservor to her daughter does not form part of the reservor's
estate nor of the daughter's estate but should be given to all the seven
reservees or nearest relatives of the prepositus within the third degree.
This Court noted that, while it is true that by giving the reservable property to
only one reserves it did not pass into the hands of strangers, nevertheless, it is
likewise true that the heiress of the reservor was only one of the reservees and
there is no reason founded upon law and justice why the other reservees
should be deprived of their shares in the reservable property (pp. 894-5).
34
Applying that doctrine to this case, it results that Mrs. Legarda could not
dispose of in her will the properties in question even if the disposition is in favor
of the relatives within the third degree from Filomena Legarda. The said
properties, by operation of Article 891, should go to Mrs. Legarda's six children
as reservees within the second degree from Filomena Legarda.
It should be repeated that the reservees do not inherit from the reservor but
from the reservor but from the prepositus, of whom the reservees are the heirs
mortis causa subject to the condition that they must survive the reservor
(Padura vs. Baldovino, L-11960, December 27, 1958, 104 Phil. 1065).
The trial court said that the disputed properties lost their reservable character
due to the non-existence of third-degree relatives of Filomena Legarda at the
time of the death of the reservor, Mrs. Legarda, belonging to the Legarda family,
"except third-degree relatives who pertain to both" the Legarda and Races
lines.
That holding is erroneous. The reservation could have been extinguished only
by the absence of reservees at the time of Mrs. Legarda's death. Since at the
time of her death, there were (and still are) reservees belonging to the second
and third degrees, the disputed properties did not lose their reservable
character. The disposition of the said properties should be made in accordance
with article 891 or the rule on reserva troncal and not in accordance with the
reservor's holographic will. The said properties did not form part of Mrs.
Legarda's estate. (Cane vs. Director of Lands, 105 Phil. l, 4).
WHEREFORE, the lower court's decision is reversed and set aside. lt is hereby
adjudged that the properties inherited by Filomena Roces Vda. de Legarda
from her daughter Filomena Legarda, with all the fruits and accessions thereof,
are reservable properties which belong to Beatriz, Rosario, Teresa, Benito,
Alejandro and Jose, all surnamed Legarda y Roces, as reservees. The shares
of Rosario L. Valdes and Benito F. Legarda, who died in 1969 and 1973,
respectively, should pertain to their respective heirs. Costs against the private
respondents.
SO ORDERED.
Barredo, Guerrero, Abad Santos and De Castro, JJ., concur.1wph1.t
35
III of the surname Florentino y de Leon; that Apolonio Isabelo Florentino II died
on February 13, 1890; that he was survived by his second wife Severina Faz de
Leon and the ten children first above mentioned; that his eleventh son, Apolonio
III, was born on the following 4th of March 1890.
That of the deceased Apolonio Isabelo's aforementioned eleven children, Juan,
Maria and Isabel died single, without leaving any ascendants or descendants;
that Ramon, Miguel, Victorino, Antonio, and Rosario are the legitimate children
of the deceased Jose Florentino who was one of the children of the deceased
Apolonio Isabelo; that Emilia, Jesus, Lourdes, Caridad, and Dolores are the
legitimate children of Espirita Florentino, now deceased, and her husband
Eugenio Singson; that Jose and Asuncion are the children of Pedro Florentino,
another son of the deceased Apolonio Isabelo Florentino.
G.R. No. L-14856
36
Florentino y Faz de Leon did not pass after the death of his mother Severina,
his legitimate heirs as an ascendant, into the hands of strangers; that said
property having been inherited by Mercedes Florentino y Encarnacion from her
mother (Severina), article 811 of the Civil Code is absolutely inapplicable to the
present case because, when the defendant Mercedes, by operation law,
entered into and succeeded to, the possession, of the property lawfully
inherited from her mother Severina Faz de Leon, said property had, while in the
possession of her mother, lost the character of reservable property there
being a legitimate daughter of Severina Faz de Leon with the right to succeed
her in all her rights, property and actions; that the restraints of the law whereby
said property may not passed into the possession of strangers are void,
inasmuch as the said widow had no obligation to reserve same, as Mercedes
Florentino is a forced heiress of her mother Severina Faz de Leon; that, in the
present case, there is no property reserved for the plaintiffs since there is a
forced heiress, entitled to the property left by the death of the widow Severina
Faz de Leon who never remarried; that the obligation to reserve is secondary to
the duty of respecting the legitime; that in the instant case, the widow Severina
Faz de Leon was in duty bound to respect the legitime of her daughter
Mercedes the defendant; that her obligation to reserve the property could not
be fulfilled to the prejudice of the legitime which belongs to her forced heiress,
citing in support of these statements the decision of the supreme court of Spain
of January 4, 1911; that, finally, the application of article 811 of the Civil Code in
favor of the plaintiffs would presuppose the exclusion of the defendant from
here right to succeed exclusively to all the property, rights and actions left by
her legitimate mother, although the said defendant has a better right than the
plaintiffs; and that there would be injustice if the property claimed be
adjudicated to the plaintiffs, as well as violation of section 5 of the Jones Law
which invalidates any law depriving any person of an equal protection.
Wherefore they prayed that the demurrer be sustained, with costs against the
plaintiffs.
After the hearing of the demurrer, on August 22, 1918, the judge absolved the
defendants from the complaint and condemned the plaintiffs to pay the costs.
Counsel for the plaintiffs excepted to this order, moved to vacate it and to grant
them a new trial; said motion was overruled; the plaintiffs expected thereto and
filed the corresponding bill of exceptions which was allowed, certified and
forwarded to the clerk of this court.
37
On appeal the trial judge sustained the demurrer of the defendants to the
complaint of the plaintiffs, but, instead of ordering the latter to amend their
complaint within the period prescribed by the rules undoubtedly believing
that the plaintiffs could not alter nor change the facts constituting the cause of
action, and that, as both parties were agreed as to the facts alleged in the
complaint as well as in the demurrer, every question reduced itself to one of the
law, already submitted to the decision of the court the said judge,
disregarding the ordinary procedure established by law, decided the case by
absolving the defendants from the complaint and by condemning the plaintiffs
to pay the costs of the instance.
There certainly was no real trial, inasmuch as the defendants, instead of
answering the complaint of the plaintiffs, confined themselves to filing a
demurrer based on the ground that the facts alleged in the complaint do not
constitute a cause of action. However, the judge preferred to absolve the
defendants, thereby making an end to the cause, instead of dismissing the
same, because undoubtedly he believed, in view of the controversy between
the parties, that the arguments adduced to support the demurrer would be the
same which the defendants would allege in their answer those dealing with a
mere question of law which the courts would have to decide and that, the
demurrer having been sustained, if the plaintiffs should insist they could do
no less upon alleging the same facts as those set out in their complaint and
if another demurrer were afterwards set up, he would be obliged to dismiss said
complaint with costs against the plaintiffs in spite of being undoubtedly
convinced in the instant case that the plaintiffs absolutely lack the right to bring
the action stated in their complaint.
Being of the opinion that the emendation of the indicated defects is not
necessary as in this case what has been done does not prejudice the parties
the appellate court will now proceed to decide the suit according to its
merits, as found in the record and to the legal provisions applicable to the
question of law in controversy so that unnecessary delay and greater expense
may be avoided, inasmuch as, even if all the ordinary proceedings be followed,
the suit would be subsequently decided in the manner and terms that it is now
decided in the opinion thoughtfully and conscientiously formed for its
determination.
In order to decide whether the plaintiffs are or are not entitled to invoke, in their
favor, the provisions of article 811 of the Civil Code, and whether the same
article is applicable to the question of law presented in this suit, it is necessary
38
legitimate father, Apolonio Isabelo Florentino II. Although said property was
inherited by his mother, Severina Faz de Leon, nevertheless, she was in duty
bound, according to article 811 of the Civil Code, to reserve the property thus
acquired for the benefit of the relatives, within the third degree, of the line from
which such property came.
highest degree personal and for the exclusive benefit of designated persons
who are the relatives, within the third degree, of the person from whom the
reservable property came. Therefore, relatives of the fourth and the succeeding
degrees can never be considered as reservatarios, since the law does not
recognize them as such.
In spite of what has been said relative to the right of representation on the part
of one alleging his right as reservatario who is not within the third degree of
relationship, nevertheless there is right of representation on the part of
reservatarios who are within the third degree mentioned by law, as in the case
of nephews of the deceased person from whom the reservable property came.
These reservatarios have the right to represent their ascendants (fathers and
mothers) who are the brothers of the said deceased person and relatives within
the third degree in accordance with article 811 of the Civil Code.
Any ascendant who inherits from his descendant any property, while there are
living, within the third degree, relatives of the latter, is nothing but a life
usufructuary or a fiduciary of the reservable property received. He is, however,
the legitimate owner of his own property which is not reservable property and
which constitutes his legitime, according to article 809 of the Civil Code. But if,
afterwards, all of the relatives, within the third degree, of the descendant (from
whom came the reservable property) die or disappear, the said property
becomes free property, by operation of law, and is thereby converted into the
legitime of the ascendant heir who can transmit it at his death to his legitimate
successors or testamentary heirs. This property has now lost its nature of
reservable property, pertaining thereto at the death of the relatives, called
reservatarios, who belonged within the third degree to the line from which such
property came.lawphil.net
Following the order prescribed by law in legitimate succession, when there are
relatives of the descendant within the third degree, the right of the nearest
relative, called reservatario, over the property which the reservista (person
holding it subject to reservation) should return to him, excludes that of the one
more remote. The right of representation cannot be alleged when the one
claiming same as a reservatario of the reservable property is not among the
relatives within the third degree belonging to the line from which such property
came, inasmuch as the right granted by the Civil Code in article 811 is in the
39
40
because the other relatives of the deceased Apolonio III, within the third
degree, as well as herself are entitled to such reservable property.
For this reason, in no manner can it be claimed that the legitime of Mercedes
Florentino, coming from the inheritance of her mother Severina Faz de Leon,
has been reduced and impaired; and the application of article 811 of the Code
to the instant case in no way prejudices the rights of the defendant Mercedes
Florentino, inasmuch as she is entitled to a part only of the reservable property,
there being no lawful or just reason which serves as real foundation to
disregard the right to Apolonio III's other relatives, within the third degree, to
participate in the reservable property in question. As these relatives are at
present living, claiming for it with an indisputable right, we cannot find any
reasonable and lawful motive why their rights should not be upheld and why
they should not be granted equal participation with the defendant in the litigated
property.
The claim that because of Severina Faz de Leon's forced heiress, her daughter
Mercedes, the property received from the deceased son Apolonio III lost the
character, previously held, of reservable property; and that the mother, the said
Severina, therefore, had no further obligation to reserve same for the relatives
within the third degree of the deceased Apolonio III, is evidently erroneous for
the reason that, as has been already stated, the reservable property, left in a
will by the aforementioned Severina to her only daughter Mercedes, does not
form part of the inheritance left by her death nor of the legitimate of the heiress
Mercedes. Just because she has a forced heiress, with a right to her
inheritance, does not relieve Severina of her obligation to reserve the property
which she received from her deceased son, nor did same lose the character of
reservable property, held before the reservatarios received same.
It is true that when Mercedes Florentino, the heiress of the reservista Severina,
took possession of the property in question, same did not pass into the hands
of strangers. But it is likewise true that the said Mercedes is not the only
reservataria. And there is no reason founded upon law and upon the principle of
justice why the other reservatarios, the other brothers and nephews, relatives
within the third degree in accordance with the precept of article 811 of the Civil
Code, should be deprived of portions of the property which, as reservable
property, pertain to them.
From the foregoing it has been shown that the doctrine announced by the
Supreme Court of Spain on January 4, 1911, for the violation of articles 811,
968 and consequently of the Civil Code is not applicable in the instant case.
Following the provisions of article 813, the Supreme Court of Spain held that
the legitime of the forced heirs cannot be reduced or impaired and said article is
expressly respected in this decision.
However, in spite of the efforts of the appellee to defend their supposed rights,
it has not been shown, upon any legal foundation, that the reservable property
belonged to, and was under the absolute dominion of, the reservista, there
being relatives within the third degree of the person from whom same came;
that said property, upon passing into the hands of the forced heiress of the
deceased reservista, formed part of the legitime of the former; and that the said
forced heiress, in addition to being a reservataria, had an exclusive right to
receive all of said property and to deprive the other reservatarios, her relatives
within the third degree of certain portions thereof.
Concerning the prayer in the complaint relative to the indemnity for damages
and the delivery of the fruits collected, it is not proper to grant the first for there
is no evidence of any damage which can give rise to the obligation of refunding
same. As to the second, the delivery of the fruits produced by the land forming
the principal part of the reservable property, the defendants are undoubtedly in
duty bound to deliver to the plaintiffs six-sevenths of the fruits or rents of the
portions of land claimed in the complaint, in the quantity expressed in
paragraph 11 of the same, from January 17, 1918, the date the complaint was
filed; and the remaining seventh part should go to the defendant Mercedes.
For the foregoing reasons it follows that with the reversal of the order of
decision appealed from we should declare, as we hereby do, that the
aforementioned property, inherited by the deceased Severina Faz de Leon from
her son Apolonio Florentino III, is reservable property; that the plaintiffs, being
relatives of the deceased Apolonio III within the third degree, are entitled to sixsevenths of said reservable property; that the defendant Mercedes is entitled to
the remaining seventh part thereof; that the latter, together with her husband
Angel Encarnacion, shall deliver to the plaintiffs, jointly, six-sevenths of the
fruits or rents, claimed from said portion of the land and of the quantity claimed,
from January 17, 1918, until fully delivered; and that the indemnity for one
41
thousand pesos (P1,000) prayed for in the complaint is denied, without special
findings as to the costs of both instances. So ordered.
Arellano, C.J., Johnson, Araullo, Street, Malcolm and Avancea, JJ., concur.
December 2, 1924
December 2, 1924
42
on her mother's side, and as reservee under article 811 of the Civil Code she
should succeed to the title of the two parcels which Atilano Balcita inherited, or
should have inherited, from Gertrudis, provided all the conditions necessary to
the assertion of the reservation right are fulfilled.
GUTIERREZ VS. EMPALMADO
Parcel A. In the year 1905 Atilano Balcita sold the parcel A to one Vicente
Almario. As the land belonged to Gertrudis, a lawsuit was instituted in her
behalf in 1912 with a view to recovering it. The litigation was compromised by
the reconveyance of the land by Almario to Gertrudis and the payment to him of
P1,200, which was the amount that he had paid for the property. The money
necessary to effect this compromise had to be borrowed by Gertrudis, or those
representing her; and although the point is subject to discussion, the
preponderance of the testimony is to the effect that the money was obtained
from Gregorio Empalmado under an agreement by which Gertrudis Balcita
undertook to convey the land to him for the sum of P2,100. The document,
Exhibit B, constituting the evidence of this agreement is dated November 28,
1912. In addition to the signature of Gertrudis Balcita, which is questioned, it
bears the signature of Atilano Balcita and two subscribing witnesses. Gertrudis
Balcita died of dysentery on December 9, 1912, and on December 12 thereafter
her father, Atilano Balcita, executed the document Exhibit C, whereby he
conveyed, or purported to convey, the same parcel to Gregorio Empalmado, it
being recited that he had inherited the land from his daughter Gertrudis.
Gregorio Empalmado immediately entered into possession, and he has
subsequently maintained possession under claim of ownership.
For the plaintiff, Gutierrez, it is insisted that the document, Exhibit b, is not
authentic and that the name of Gertrudis Balcita subscribed thereto is a forgery.
The trial judge was of the opinion that the due execution of this instrument had
been proved by a preponderance of the evidence; and although the question is
debatable, and the point not altogether free from doubt, we are of the opinion
that the trial court's conclusion on this point should be affirmed. The two
subscribing witnesses both say that they saw the girl sign the document upon
the date stated therein, and this is corroborated not only by the testimony of
Gregorio Empalmado, who was present at the execution of the instrument, but
also by Atilano Balcita himself. The only testimony to the contrary is that of
Sergia Gutierrez, who says that the girl was too sick for some time prior to her
death to admit the possibility of her having signed the instrument. It is true that
the questioned signature appears somewhat suspicious, but we have not
43
It is not clear whether the purchaser under this contract entered into possession
during the time stipulated for redemption or not; but it is agreed that, with this
exception, the defendant Reyes had, until the institution of this action on May
10, 1918, exercised actual and adverse possession, to the exclusion of all other
persons.lawphi1.net
Upon the facts above stated the trial judge gave Reyes the benefit of
prescription under the ten years statute (sec. 41, Code of Civ. Proc.) and held
that the right of Sergia Gutierrez, as reservee, had been thereby destroyed.
We are of the opinion that the conclusion thus reached is erroneous. We may
accept the legal proposition that occupancy by Esteban Reyes, pursuant to the
contract of sale with pacto de retro by which he acquired the property, and prior
to the expiration of the period for redemption, may be considered an adverse
possession as against everybody having a prescriptible interest,
notwithstanding the existence of the stipulation for repurchase. As was said by
this court in Santos vs. Heirs of Crisostomo and Tiongson (41 Phil., 342, 352),
the insertion of a stipulation for repurchase by the vendor in a contract of sale
does not necessarily create a right inconsistent with the right of ownership in
the purchaser. Such a stipulation is in the nature of an option, and the possible
exercise of its rests upon contingency. It creates no subsisting right whatever in
the property, and so far from being inconsistent with the idea of full ownership in
the purchaser, it really rests upon the assumption of ownership in him.
But it must be borne in mind that the true owner of this property was Gertrudis
Balcita, a minor, and the period of limitation did not begin to run against her or
any person claiming in her right until the date of her death, which was
December 9, 1912. It must furthermore be remembered that the plaintiff does
not claim in the character of an ordinary successor to the rights of Gertrudis
Balcita; her claim is based upon a positive provision of law, which could no
operate in any wise until the death of Gertrudis Balcita, when the reservable
character first attached to the property in question. From this it is obvious that
the right of the plaintiff which even yet is of a purely contingent nature
could not be affected by anything that had occurred prior to the death of
Gertrudis Balcita; and as this action was begun in May, 1918, the ten-year
period necessary to confer a complete prescriptive title had not then elapsed.
What has been said makes it unnecessary to express any opinion upon he
more recondite question whether Sergia Gutierrez really has a prescriptive
44
interest in the parcel B, but we may observe that the position of the reservee
under the Spanish law is very much like that of the ordinary remainderman at
common law, who is entitled to take after the termination of a particular life
estate; and it is generally accepted doctrine in common law jurisdictions that if
the life tenant loses his life estate by adverse possession the interest of the
remainderman is not thereby destroyed. (17 R. C. L., 982; 21 C. J., 972, 975,
1013.) The reason for the rule is said to be that, during the existence of the life
estate, the remainderman has no right to possession and consequently cannot
bring an action to recover it. (21 C. J., 974.) As was said by the Supreme Court
of Ohio in Webster vs. Pittsburg, etc., Railroad Co. (15 L. R. A. [N. S.], 1154),
"No possession can be deemed adverse to a party who has not at the time the
right of entry and possession."
From what has been said it is apparent that the judgment must be affirmed in
so far as concerns the registration of parcel A in expediente No. 409, G. L. R.
O., record No. 14769, and in so far as relates to the dismissal of the complaint
against Gregorio Empalmado in case No. 2643; but the judgment in the same
case must be reversed in so far as relates to parcel B, now in the possession of
Esteban Reyes, and it is hereby declared that said parcel is reservable property
and upon the death of Atilano Balcita will pass to Sergia Gutierrez, if she be
then living. Let a certified copy of this pronouncement be filed with the register
of deeds of the Province of Laguna for record pursuant to the provisions of Act
No. 2837 of the Philippine Legislature. So ordered, without special
pronouncement as to costs.
Johnson, Malcolm, Avancea, Villamor, Ostrand, Johns and Romualdez, JJ.,
concur.
45
To the petition the defendant filed a general and special answer. In his general
answer he denied each and all of the material allegations alleged in the
complaint. In his special defense he alleged that the said Tomas G. Del
Rosario, at the time of his death, was the sole and only owner of said lots or
parcels of land.
Upon the issue thus presented and after hearing the evidence adduced during
the trial of the cause, the court a quo rendered a judgment in which he ordered
the defendant to deliver to the plaintiff one-half of one of said parcels of land,
together with the one-half of the rent which it produced or might produce until
the delivery of the same, and to pay to the plaintiff the sum of P8,000 and the
half of the rent which the other piece of property may have produced or may
produce up to the time of the death of the deceased, Tomas G. del Rosario.
From that conclusion the defendant appealed to this court and made several
assignments of error the most important of which, and the one which is our
judgment shows that the lower court committed an error in its conclusions, is
assignment No. 5. Said assignment is that the lower court "erred in not holding
that the decree of the Court of Land Registration, copied in plaintiff's Exhibit C,
is res judicata against the plaintiff; and that the two certificates of title of the
properties that are the subject matter of the complaint, issued in behalf of
Tomas G. de Rosario by virtue of said decree, are conclusive and decisive
proof against the plaintiff."
If it is true that during the lifetime of Tomas G. del Rosario he obtained a
Torrens title for the lots or parcels of land in question, and if that judgment or
decree of the Court of Land Registration became final, or if more than one year
had elapsed after the decree then his title is unimpeachable and can not be
annulled or set aside, even for fraud.
As was noted above, the present action was commenced on the 7th of
February, 1914. During the trial of the cause the defendant presented as proof
Exhibit C. An examination of Exhibit C shows the following facts:
First. That the said Tomas G. del Rosario presented a petition in the Court of
Land Registration on the 24th of April, 1909, for the registration under the
Torrens system of two parcels of land. There is no dispute that the two parcels
of land described in said petition for registration are exactly the same parcels of
land in litigation in the present action.
46
Second. Said Exhibit C further shows that on the 21st of September, 1909, the
judge of the Court of Land Registration, after considering the petition, rendered
the following decree, ordering said parcels of land to be registered in the name
of Tomas G. del Rosario, in accordance with the provisions of Act No. 496:
Two properties are described in the application, both urban; the first is a
parcel of land situated on Calle Curtidor, district of Santa Cruz, city of
Manila, and includes the building thereon constructed of strong
materials; and the other is a piece of land on Calle Asuncion, district of
San Nicolas, city of Manila, which includes the building, also of strong
materials, thereon.
The applicant has presented documentary and parol evidence, the
former consisting of the documents, all of which are public, on file in
this case, and the latter, of the testimony of witnesses. From the said
documents and from the certified copy issued by the register of deeds
of Manila on July 17, 1907, of the entry made in the old property
registry, it is deduced that these properties have been the subject of
successive and legal conveyances since the year 1879, until they were
acquired by the applicant in August and September, 1891, by purchase,
during his conjugal partnership, now dissolved, with his wife, Juana
Reyes y Reyes, and that the ownership of both properties was
recorded in the said property registry in the name of the
aforementioned Tomas G. del Rosario, as the representative of the said
partnership.
Upon the death of Juana Reyes y Reyes, who died intestate,
Concepcion Crispina Dorotea Severina del Rosario y Reyes, a
daughter of the marriage of the deceased with the applicant, Tomas G.
del Rosario, was declared to be the sold heir of decedent by the Court
of First Instance of the district of Quiapo in a decree of February 20,
1892.
On June 3, 1900, the said Concepcion del Rosario y Reyes also died,
at the age of nine years, according to the death certificate Exhibit F,
and was succeeded in all her rights and actions, and in respect to onehalf of the property, by the said applicant, Tomas G. del Rosario, who
was already the owner of the other half of the property.
47
vs.
RUPERTA A. VDA. DE RODRIGUEZ, administratix-appellee,
On 19 May 1942 Eli Rodriguez died intestate, single and without issue in
O'Donnel concentration camp, Capas, Tarlac. On 28 December 1945 his
mother Ruperta A. Vda. de Rodriguez commenced proceedings in the Court of
First Instance of Occidental Negros for the administration and settlement of the
deceased and prayed that after hearing she be appointed administratrix of the
estate of the deceased; that she be exempted from filing a bond; and that she
be declared the sole heir of the deceased (Special Proceedings No. 220). On
48
Article 891 of the new Civil Code (811 of the old), provides:
The ascendant who inherits from his descendant any property which
the latter may have acquired by gratuitous title from another ascendant,
or a brother or sister, is obliged to reserve such property is he may
have acquired by operation of law for the benefit of relatives who are
within the third degree and who belong to the line from which said
property came.
Commenting on this article Manresa says:
Los bienes pasan en primer termino al ascendiente legitimario: este los
reserva, los guarda disfruta durante su vida, y a su muerte van a parar
a la linea a que pertenecieron si hay parientes dentro del tercer grado
en esa linea, y caso de no haberlos en ese moimento, la reserve
desaprece, los bienesquedan libres y se sigue el orden natural de la
sucesion. En cambgio los parientes han de respetar ese usufructo, y
tienen una esperanza a esos bienes,que solo ven realizada los que
vivan en la epoca del fallecimiento del ascendiente.
De aqui se deduce que el ascendiente es algo mas que un simple
usufructuario; su derecho es analogo al del poseedor de bienes sujetos
a una condicion resolutoria. Hay, en efecto, un hecho futuro e incierto
del que depende laadquisicion definitiva o la extincion del derecho por
el ascendiente o porsus herederos, asi como la adquisicion o la
extencion del derecho de losparientes. Quedaran o no parientes
lineales, dentro del tercer grado, a lamuerte del ascendiente obligado a
reserva? Tal es la cuestion. Quedan? Adquieren los bienes, que son
perdidos para los herederos del ascendiente,porque la condicion se ha
cumplido. No quedan? El hecho incierto no se harealizado, y se hace
definitivo y firme el derecho del ascendiente o de susherederos. Y no
se crea que siempre habra que esperar a la muerte del ascendiente:
habra casos en los cuales despues de nacida la reserva,
eseascendiente presenciara la muerte de la misma, por desparecer los
parientesque a ella pudieran tener derecho, y no ser posible que
lleguen a existirotros. (Comentrios al Codigo Civil Espaol, Vol. 6 pp.
252-253, 6th Ed.)
49
Properties reservable under the aforequoted article are those that the propositus
acquired by gratuitos title from another ascenda, or brother or sister. Although in
1924, at the time the late Eli Rodriguez inherited by will the parcels of land from his
late father Fortunato, the sugar quota allotment was not yet in existence, still such
sugar quota allotment, in the language of the law,1 is "an improvement attaching to
the land. . . ." If there be no land planted to sugar cane there would be no sugar
quota allotment. The fact that "Mill companies and plantation owners may sale,
transfer, or assign their allotments received under the terms of this Act," 2 is another
compelling reason which leads us to regard the sugar quota allotment as part of the
land to be reserved for the reservees, because if the sugar quota allotment be sold
by the reservor, the land subject to reserva troncal would greatly depreciate in value
to the prejudice and detriment of the right of the reservees.
In support of her appeal, counsel for the administratrix quotes in his brief a passage
from Manresa thus
Que en cuanto al hermano, desde luego es aplicable el precepto a los
hermanosde doble vinculo. Pero si los bienes proceden de un medio
hermano, no tendria, luego (lugar) la reserva. (Manresa Vol. 6 page 256)
Pp. 6-7, brief for the administratrix appellant.
This is not correct. The correct passage is
En cuanto al hermano, desde luego es aplicable el precepto a los
hermanos de doble vinculo. Pero si los bienes proceden de un medio
hermano, no tendralugar la reserva? No hay duda alguna: hermanos son
unos y otros, y con esa sola denominacion se comprenden los medio
hermanos en los articulos 143, 144,294, 770, 952, 953 y 954. Legitimos
son tambien todos, y sin una disposicion expresa de la ley no pueden ser
excluidos. El doble vinculo determina cierta preferencia en materia de
tutelas y sucesiones; mas al efecto de buscar la procedencia de log bienes
en el art. 811, basta que se trate de hermanos, seande doble vinculo,
uterinos o consanguineos. Hay sobre todo una razon decisiva,como
veremos despues; en ultimo termino, la reserva se establece en favor
delos parientes que pertenezcan a la linea del hermano de quien los
bienesproceden, y puesto que se trata de lineas, el doble vinculo es
indiferente.(Comentarios al Codigo Civil Espaol, Vol. 6, p. 257, 6th Ed.)
Debe ser el parentesco de doble vinculo? Scaevola afirma que, por ser la
reserva del articulo 811 puramente lineal, no es licito distinguir entre
pariente de vinculo entero o de medio vinculo, y cita en apoto de su
50
surnamed Frias Chua. When Patricia S. Militar died, Jose Frias Chua
contracted a second marriage with Consolacion de la Torre with whom he had a
child by the name of Juanita Frias Chua. Manuel Frias Chua died without
leaving any issue. Then in 1929, Jose Frias Chua died intestate leaving his
widow Consolacion de la Torre and his son Juanito Frias Chua of the second
marriage and sons Ignacio Frias Chua and Lorenzo Frias Chua of his first
marriage. In Intestate Proceeding No. 4816, the lower court issued an order
dated January 15, 1931 1 adjudicating, among others, the one-half (1/2,) portion
of Lot No. 399 and the sum of P8,000.00 in favor of Jose Frias Chua's widow,
Consolacion de la Torre, the other half of Lot No. 399 in favor of Juanito Frias
Chua, his son in the second marriage; P3,000.00 in favor of Lorenze Frias
chua; and P1,550.00 in favor of Ignacio Frias, Chua, his sons of the first
marriage. By virtue of said adjudication, Transfer Certificate of Title No. TR-980
(14483) 2 dated April 28, 1932 was issued by the Register of Deeds in the
names of Consolacion de la Torre and Juanito Frias Chua as owners proindiviso of Lot No. 399.
On February 27, 1952, Juanito Frias Chua of the second marriage died
intestate without any issue. After his death, his mother Consolacion de la Torre
succeeded to his pro-indivisio share of Lot No. 399. In a week's time or on
March 6, 1952, Consolacion de la Torre executed a declaration of heirship
adjudicating in her favor the pro-indiviso share of her son Juanito as a result of
which Transfer Certificate of Title No. 31796 covering the whole Lot No. 399
was issued in her name. Then on March 5, 1966, Consolacion de la Torre died
intestate leaving no direct heir either in the descending or ascending line except
her brother and sisters.
In the "Intestate Estate of Consolacion de la Torre", docketed as Sp. Proc. No.
7839-A, the petitioners herein, Ignacio Frias Chua, of the first marriage and
dominador and Remedios Chua, the supposed legitimate children of the
deceased Lorenzo Frias Chua, also of the first marriage filed the complaint a
quo 3 (subseqently segregated as a distinct suit and docketed as Civil Case No.
7839-A) on May 11, 1966 before the respondent Court of First Instance of
Negros Occidental, Branch V, praying that the one-half (1/2) portion of Lot No.
399 which formerly belonged to Juanito Frias but which passed to Consolacion
de la Torre upon the latter's death, be declaredas a reservable property for the
reason that the lot in questionn was subject to reserval troncal pursuant to
Article 981 of the New Civil Code, Private respondent as administratrix of the
estate of individually the complaint of petitioners 4
On July 29, 1986, the respondent Court rendered a decision dismissing the
complaint of petitioner. Hence this instant.
The pertinent provision of reserva troncal under the New Civil Code provides:
ART. 891. The ascendant who inheritts from his descendant
any property which the latter may have acquired by gratuitous
title from another ascendat, or a brother or sister, is obliged to
reserve such property as he may have acquired by operation of
law for the benefit of relatives who are within the third degree
and belong to the line from which said property came.
Persuant to the foregoing provision, in order that a property may be impressed
with a reservable character the following requisites must exist, to wit: (1) that
the property was acquired by a descendant from an asscendant or from a
brother or sister by gratuitous title; (2) that said descendant died without an
issue; (3) that the property is inherited by another ascendant by operation of
law; and (4) that there are relatives within the third degree belonging to the line
from which said property came. 5 In the case before Us, all of the foregoing
requisites are present. Thus, as borne out by the records, Juanoito Frias Chua
of the second marriage died intestate in 1952; he died withour leaving any
issue; his pro-indiviso of 1/2 share of Lot No. 399 was acquired by his mother,
Consolacion de la Torre died, Juannnito Frias Chua who died intestate had
relatives within the third degree. These relatives are Ignacio Frias Chua and
Dominador Chua and Remidios Chua, the suppose legitimate children of the
deceased Lorenzo Frias Chua, who are the petitioners herein.
The crux of the problem in instant petition is focused on the first requisit of
reserva troncal whether the property in question was acquired by Juanito
Frias Chua from his father Jose Frias Chua, gratuitously or not. In resolving this
point, the respondent Court said:
It appears from Exh. "3", which is part of Exh. "D", that the
property in question was not acquired by Consolacion de la
Torre and Juanito Frias Chua gratuitously but for a
consideration, namely, that the legatees were to pay the
interest and cost and other fees resulting from Civil Case No.
5300 of this Court. As such it is undeniable that the lot in
question is not subject tot a reserva troncal, under Art. 891 of
51
the New Civil Code, and as such the plaintiff's complaint must
fail.
We are not prepared to sustain the respondent Court's conclusion that the lot in
question is not subject to a reserva troncal under Art. 891 of the New Civil
Code. It is, As explained by Manresa which this Court quoted with approval in
Cabardo v. Villanueva, 44 Phil. 186, "The transmission is gratuitous or by
gratuitous title when the recipient does not give anything in return." It matters
not whether the property transmitted be or be not subject to any prior charges;
what is essential is that the transmission be made gratuitously, or by an act of
mere liberality of the person making it, without imposing any obligation on the
part of the recipient; and that the person receiving the property gives or does
nothing in return; or, as ably put by an eminent Filipino commentator, 6 "the
essential thing is that the person who transmits it does so gratuitously, from
pure generosity, without requiring from the transferee any prestation." It is
evident from the record that the transmission of the property in question to
Juanito Frias Chua of the second marriage upon the death of his father Jose
Frias Chua was by means of a hereditary succession and therefore gratuitous.
It is true that there is the order (Exh. "D") of the probate Court in Intestate
Proceeding No. 4816 which estates in express terms;
2. Se adjudicada pro el presente a favor de Consolacion de
la Torre, viuda, mayor de edad, y de su hiju, Juanito Frias
Chua, menor de edad, todos residente de San Enrique, Negros
Occidental, I.F.,como herederos del finado Jose Frias Chua
Choo, estas propiadades:
personally by the deceased Jose Frias Chua in his last will and testament but
by an order of the court in the Testate Proceeding No.4816 dated January 15,
1931. As long as the transmission of the property to the heirs is free from any
condition imposed by the deceased himself and the property is given out of
pure generosity, itg is gratuitous. it does not matter if later the court orders one
of the heirs, in this case Juanito Frias Chua, to pay the Standare oil co. of New
York the amount of P3,971.20. This does not change the gratuitous nature of
the transmission of the property to him. This being the case the lot in question
is subject to reserva troncal under Art, 891 of the New Civil Code.
It is contented that the distribution of the shares of the estate of Jose Frias
Chua to the respondent heirs or legatees was agreed upon by the heirs in their
project of partition based on the last will and testament of Jose Frias Chua. But
petitioners claim that the supposed Last Will and Testament of Jose Frias Chua
was never probated. The fact that the will was not probated was admitted in
paragraph 6 of the respondents' answer. 7 There is nothing mentioned in the
decision of the trial court in Civil Case No. 7839 A which is the subject of the
present appeal nor in the order of January 15, 1931 of the trial court in the
Testate Estate Proceeding No. 4816 nor in the private respondent's brief, that
the Last Will and Testament of Jose Frias Chua has ever been probated. With
the foregoing, it is easy to deduce that if the Last Will and Testament has in fact
been probated there would have been no need for the testamentary heirs to
prepare a project of partition among themselves. The very will itself could be
made the basis for the adjudication of the estate as in fact they did in their
project of partition with Juanito Frias Chua getting one-half of Lot 399 by
inheritance as a sone of the deceased Jose Frias Chua by the latter's second
marriage.
14483
La parcela de terrenno concida por Lote No. 399 del Catsatro
de la Carlota, Negros Occidental, de 191.954 metros
cuadddrados y cubierto por el Certificado de Titulo No. 11759,
en partes equales pro-indiviso; por con la obligscion de pagar
a las Standard Oil Co. of New York la deuda de P3971.20, sus
intereses, costas y demas gastos resultantes del asunto civil
No. 5300de este jusgado
But the obligation of paying the Standard Oil Co. of New York the amount of
P3,971.20 is imposed upon Consolacion de la Torre and Juanito Frias Chua not
According to the record, Juanito Frias Chua died on February 27, 1952 without
any issue. After his death his mother Consolation de la Torre succeeded to his
one-half pro-indiviso share of Lot 399. This was, however, subject to the
condition that the property was reservable in character under Art. 891 of the
Civil Code in favor of relatives within the third degree of Jose Frias Chua from
whom the property came. These relatives are the petitioner herein.
It is claimed that the complaint of petitioners to recover the one-half portion of
Lot 399 which originally belonged to Juanito Frias Chua has already prescribed
when it was filed on May 11, 1966. We do not believe so. It must be
remembered that the petitioners herein are claiming as reservees did not arise
until the time the reservor, Consolacion de la Torre, died in March 1966. When
52
the petitioners therefore filed their complaint to recover the one-half (1/2)
portion of Lot 399, they were very much in time to do so.
IN VIEW OF THE FOREGOING, the decision appealed from is hereby set
aside. The petitioners Ignacio Frias Chua, Dominador Chua and Remedios
Chua are declared owners of 1/2 undivided portion of Lot 399; and the Register
of Deeds of Negros Occidental is hereby ordered to cancel. Transfer Certificate
of Title No. 31796 covering Lot No. 399 issued in the name of Consolacion de
la Torre and to issue a new Certificate of Title in the names of Consolacion de la
Torre, 1/2 undivided portion; Ignacio Frias Chua, 1/4 undivided portion; and
Dominador Chua and Remedios Chua, 1/4 undivided portion, of said lot.
Without pronouncement as to costs.
SO ORDERED.
Teehankee (Chairman), Makasiar, Mu;oz Palma, Fernandez and Guerrero,
JJ., concur.
53
Guerrero filed a motion with the Cadastral Court, alleging the death of the
original registered owner and reservista, Maria Cano, on September 8, 1955,
and praying that the original Certificate of Title be ordered cancelled and a new
one issued in favor of movant Eustaquia Guerrero; and that the Sheriff be
ordered to place her in possession of the property. The motion was opposed by
Jose and Teotimo Fernandez, sons of the reservista Maria Cano, who
contended that the application and operation of the reserva troncal should be
ventilated in an ordinary contentious proceeding, and that the Registration
Court did not have jurisdiction to grant the motion.
In view of the recorded reserva in favor of the appellee, as expressly noted in
the final decree of registration, the lower court granted the petition for the
issuance of a new certificate, for the reason that the death of the reservista
vested the ownership of the property in the petitioner as the sole reservatorio
troncal.
The oppositors, heirs of the reservista Maria Cano, duly appealed from the
order, insisting that the ownership of the reservatorio can not be decreed in a
mere proceeding under sec. 112 of Act 496, but requires a judicial
administration proceedings, wherein the rights of appellee, as the reservatorio
entitled to the reservable property, are to be declared. In this connection,
appellants argue that the reversion in favor of the reservatorio requires the
declaration of the existence of the following facts:
(1) The property was received by a descendant by gratuitous title from
an ascendant or from a brother or sister;
(2) Said descendant dies without issue;
(3) The property is inherited by another ascendant by operation of law;
and
(4) The existence of relatives within the third degree belonging the line
from which said property came. (Appellants' Brief, p. 8)
54
already stated, that property is no part of the estate of the reservista, and does
not even answer for the debts of the latter. Hence, its acquisition by the
reservatario may be entered in the property records without necessity of estate
proceedings, since the basic requisites therefor appear of record. It is equally
well settled that the reservable property can not be transmitted by a reservista
to her or his own successors mortis causa,(like appellants herein) so long as a
reservatario within the third degree from the prepositus and belonging to the
line whence the property came, is in existence when the reservista dies.
It appears however, from the agreed stipulation of facts that with the
exception of Eustaquia Guerrero, who is the only living daughter of the
decedent Evaristo Guerrero, by his former marriage, all the other
oppositors are grandchildren of the said Evaristo Guerrero by his
former marriages. Eustaquia Guerrero, being the nearest of kin,
excludes all the other private oppositors, whose decree of relationship
to the decedent is remoter (Article 962, Civil Code; Director of Lands
vs. Aguas, 62 Phil., 279). (Rec. App. pp. 16-17)
This decree having become final, all persons (appellees included) are bared
thereby from contesting the existence of the constituent elements of the
reserva. The only requisites for the passing of the title from the reservista to the
appellee are: (1) the death of the reservista; and (2) the fact that the
reservatario has survived the reservista. Both facts are admitted, and their
existence is nowhere questioned.
The contention that an intestacy proceeding is still necessary rests upon the
assumption that the reservatario will succeed in, or inherit, the reservable
property from the reservista. This is not true. The reservatario is not the
reservista's successor mortis causa nor is the reservable property part of the
reservista's estate; the reservatario receives the property as a conditional heir
of the descendant ( prepositus), said property merely reverting to the line of
origin from which it had temporarily and accidentally strayed during the
reservista's lifetime. The authorities are all agreed that there being
reservatarios that survive the reservista, the latter must be deemed to have
enjoined no more than a life interest in the reservable property.
It is a consequence of these principles that upon the death of the reservista, the
reservatario nearest to the prepositus (the appellee in this case) becomes,
automatically and by operation of law, the owner of the reservable property. As
We find no error in the order appealed from and therefore, the same is affirmed
with costs against appellants in both instances. So ordered.
Paras, C. J., Bengzon, Padilla, Montemayor, Bautista Angelo, Labrador,
Concepcion and Endencia JJ., concur.
55
56
57
The case is one of first impression and has divided the Spanish
commentators on the subject. After mature reflection, we have
concluded that the position of the appellants is correct. The
reserva troncal is a special rule designed primarily to assure
the return of the reservable property to the third degree
relatives belonging to the line from which the property originally
came, and avoid its being dissipated into and by the relatives of
the inheriting ascendant (reservista).
Art. 891. The ascendant who inherits from his descendant any
property which the latter may have acquired by gratuitous title
from another ascendant, or a brother or sister, is obliged to
reserve such property as he may have acquired by operation of
law for the benefit of relatives who are within the third degree
and who belong to the line from which said property came.
(811),
or, as asserted by the defendant-appellant, the rights of said relatives are
subject to, and should be determined by, the rules on intestate succession.
That question has already been answered in Padura vs. Baldovino, 3 where the
reservatario was survived by eleven nephews and nieces of the praepositus in
the line of origin, four of whole blood and seven of half blood, and the claim was
also made that all eleven were entitled to the reversionary property in equal
shares. This Court, speaking through Mr. Justice J.B.L. Reyes, declared the
principles of intestacy to be controlling, and ruled that the nephews and nieces
of whole blood were each entitled to a share double that of each of the
nephews and nieces of half blood in accordance with Article 1006 of the Civil
Code. Said the Court:
The issue in this appeal may be formulated as follows: In a
case of reserva troncal, where the only reservatarios
58
59
60
September 2, 1991
61
62
b. Two Thousand
attorney's fees.
(P2,000.00) Pesos in
63
64
In the case of Bass v. De la Rama, 73 Phil. 682, 685, the rule was laid down
that the mere entry of a document in the day book without noting it on the
certificate of title is not sufficient registration. However, that ruling was
superseded by the holding in the later six cases of Levin v. Bass, 91 Phil. 420.
As explained in Garcia v. CA, et al., G.R. Nos. L-48971 and 49011, January 20,
1980, 95 SCRA 380, 388, which is the prevailing doctrine in this jurisdiction.
Moreover, there is sufficient proof that the petitioners had actual knowledge of
the reservable character of the properties before they bought the same from
Consuelo. This matter appeared in the deed of sale (Exhibit "C") executed by
Consuelo in favor of Mariquita Sumaya, the first vendee of the property litigated
in Civil Case No. SC-956, as follows:
xxx xxx xxx
65
law for the benefit of relatives who are within the third degree
and who belong to the line from which said property came.
(Emphasis supplied)
We do not agree, however, with the disposition of the appellate court that there
is no need to register the reservable character of the property, if only for the
protection of the reservees, against innocent third persons. This was suggested
as early as the case of Director of Lands v. Aguas, G.R. No. 42737, August 11,
1936, 63 Phil. 279. The main issue submitted for resolution therein was whether
the reservation established by Article 811 (now Art. 891 of the New Civil Code)
of the Civil Code, for the benefit of the relatives within the third degree
belonging to the line of the descendant from whom the ascendant reservor
received the property, should be understood as made in favor of all the relatives
within said degree and belonging to the line above-mentioned, without
distinction legitimate, natural and illegitimate ones not having the legal status of
natural children. However, in an obiter dictum this Court stated therein:
Consistent with the rule in reserva viudal where the person obliged to reserve (the
widowed spouse) had the obligation to annotate in the Registry of Property the
reservable character of the property, in reserva troncal, the reservor (the ascendant
who inherited from a descendant property which the latter inherited from another
descendant) has the duty to reserve and therefore, the duty to annotate also.
The jurisprudential rule requiring annotation in the Registry of Property of the right
reserved in real property subject of reserva viudal insofar as it is applied to reserva
troncal stays despite the abolition of reserva viudal in the New Civil Code. This rule
is consistent with the rule provided in the second paragraph of Section 51 of P.D.
1529, which provides that: "The act of registration shall be the operative act to
convey or affect the land insofar as third persons are concerned . . ." (emphasis
supplied)
66
The properties involved in this case are already covered by a Torrens title and
unless the registration of the limitation is effected (either actual or constructive), no
third persons shall be prejudiced thereby.
The respondent appellate court did not err in finding that the cause of action of the
private respondents did not prescribe yet. The cause of action of the reservees did
not commence upon the death of the propositus Raul Balantakbo on June 13, 1952
but upon the death of the reservor Consuelo Vda. de Balantakbo on June 3, 1968.
Relatives within the third degree in whose favor the right (or property) is reserved
have no title of ownership or of fee simple over the reserved property during the
lifetime of the reservor. Only when the reservor should die before the reservees will
the latter acquire the reserved property, thus creating a fee simple, and only then
will they take their place in the succession of the descendant of whom they are
relatives within the third degree (See Velayo Bernardo v. Siojo, G.R. No. 36078,
March 11, 1933, 58 Phil. 89). The reserva is extinguished upon the death of the
reservor, as it then becomes a right of full ownership on the part of the
reservatarios, who can bring a reivindicatory suit therefor. Nonetheless, this right if
not exercised within the time for recovery may prescribe in ten (10) years under the
old Code of Civil Procedure (see Carillo v. De Paz, G.R. No. L-22601, October 28,
1966, 18 SCRA 467, 473) or in thirty years under Article 1141 of the New Civil
Code. The actions for recovery of the reserved property was brought by herein
private respondents on March 4, 1970 or less than two (2) years from the death of
the reservor. Therefore, private respondents' cause of action has not prescribed yet.
Finally, the award of one thousand pesos (P1,000.00) for actual litigation expenses
and two thousand pesos (P2,000.00) for attorney's fees is proper under Article
2208(2) of the New Civil Code. Private respondents were compelled to go to court
to recover what rightfully belongs to them.
ACCORDINGLY, the petition is DENIED. The questioned decision of the
Intermediate Appellate Court is AFFIRMED, except for the modification on the
necessity to annotate the reversable character of a property subject of reserva
troncal.
SO ORDERED.
Narvasa, Cruz and Grio-Aquino, JJ., concur.
67
The Court of first Instance denied the probate of the will of Jose Riosa, but on
appeal this court reversed the decision of the lower court and allowed the will to
probate. 1 The legal proceedings for the probate of the will and the settlement of
the testate estate of Jose Riosa were followed; and, at the time of the partition,
Maria Corral and Marcelina Casas submitted to the court the contract of
extrajudicial partition which they had entered into on May 16, 1917, and which
was approved by the court, by order of November 12, 1920, as though it had
been made within the said testamentary proceedings.
From the foregoing is appears that the eleven parcels of land described in the
complaint were acquired by Jose Riosa, by lucrative title, from his father
Mariano Riosa and that after the death of Jose Riosa, by operation of law, they
passed to his mother Maria Corral. By virtue of article 811 of the Civil Code
these eleven parcels of land are reservable property. It results, furthermore, that
parcels 1, 2, 3, 4, 5, 6, 7, 8 and 9 still belong in fee simple to Maria Corral, and
that parcels 10 and 11 were successively sold by Maria Corral to Marcelina
Casas and by the latter to Pablo Rocha. Lastly, it appears that Magin and
Consolacion Riosa are the nearest relatives within the third degree of the line
from which this property came.
This action was brought by Magin Riosa, for whom the property should have
been reserved, against Maria Corral, whose duty it was to reserve it, and
against Marcelina Casas and Pablo Rocha as purchasers of parcels 10 and 11.
Consolacion Riosa de Calleja who was also bound to make the reservation was
included as a defendant as she refused to join as plaintiff.
The complaint prays that the property therein described be declared reservable
property and that the plaintiffs Jose and Consolacion Riosa be declared
reservees; that this reservation be noted in the registry of deeds; that the sale
of parcels 10 and 11 to Marcelina Casas and Pablo Rocha be declared valid
only in so far as it saves the right of reservation in favor of the plaintiff Magin
Riosa and of the defendant Consolacion Riosa, and that this right of reservation
be also noted on the deeds of sale executed in favor of Marcelina Casas and
Pablo Rocha; that Maria Corral, Marcelina Casas and Pablo Rocha give a bond
of P50,000, with good and sufficient sureties, in favor of the reservees as surety
for the conservation and maintenance of the improvements existing on the said
reservable property. The dispositive part of the court's decision reads as
follows:
68
intestate estates and, of course, excludes testate estates like the one now
before us.
their titles. This argument, of course, is useless as to Marcelina Casas for the
reason that she transferred all her rights to Pablo Rocha.
When the deceased has left a will the partition of his property must be made in
accordance therewith. According to section 625 of the same Code no will can
pass property until it is probated. And even after being probated it cannot pass
any property if its provisions impair the legitime fixed by law in favor of certain
heirs. Therefore, the probate of the will and the validity of the testamentary
provisions must be passed upon by the court.
It has been held by jurisprudence that the provisions of the law referred to in
article 868 tending to assure the efficacy of the reservation by the surviving
spouse are applicable to the reservation known as "reserva troncal," referred to
in article 811, which is the reservation now under consideration.
For the reasons stated, and without making any express finding as to the
efficacy of the extrajudicial partition made by Maria Corral and Marcelina
Casas, we hold that for the purposes of the reservation and the rights and
obligations arising thereunder in connection with the favored relatives, the
property cannot be considered as having passed to Maria Corral but from the
date when the said partition was approved by the court, that is, on November
12, 1920. In the case of Pavia vs. De la Rosa (8 Phil., 70), this court laid down
the same doctrine in the following language:
The provisions of Act No. 190 (Code of Civil Procedure) have annulled
the provisions of article 1003 and others of the Civil Code with regard to
the pure or simple acceptance of the inheritance of a deceased person
or that made with benefit of inventory and the consequences thereof.
xxx
xxx
xxx
The heir legally succeeds the deceased from whom he derives his right
and title, but only after the liquidation of the estate, the payment of the
debts of same, and the adjudication of the residue of the estate of the
deceased, and in the meantime the only person in charge by law to
attend to all claims against the estate of the deceased debtor is the
executor or administrator appointed by a competent court.
As has been indicated, parcels 10 and 11 described in the complaint were first
sold by Maria Corral to Marcelina Casas who later sold them to Pablo Rocha. In
this appeal it is urged that Marcelina Casas and Pablo Rocha, who were
absolved by the court below, be ordered to acknowledge the reservation as to
parcels 10 and 11, acquired by them, and to have the said reservation noted on
In accordance with article 977, Maria Corral, reservor, is obliged to have the
reservation noted in the registry of deeds in accordance with the provisions of
the Mortgage Law which fixes the period of ninety days for accomplishing it
(article 199, in relation with article 191, of the Mortgage Law). According to
article 203 of the General Regulation for the application of the Mortgage Law,
this time must be computed from the acceptance of the inheritance. But as this
portion of the Civil Code, regarding the acceptance of the inheritance, has been
repealed, the time, as has been indicated, must be computed from the
adjudication of the property by the court to the heirs, in line with the decision of
this court hereinabove quoted. After the expiration of this period the reservees
may demand compliance with this obligation.
If Maria Corral had not transferred parcels 10 and 11 to another there would be
no doubt that she could be compelled to cause the reservable character of this
property to be noted in the registry of deeds. This land having been sold to
Marcelina Casas who, in turn, sold it to Pablo Rocha the question arises
whether the latter can be compelled to have this reservation noted on his title.
This acquisition by Pablo Rocha took place when it was the duty of Maria
Corral to make the notation of the reservation in the registry and at the time
when the reservees had no right to compel Maria Corral to make such notation,
because this acquisition was made before the expiration of the period of ninety
days from November 12, 1920, the date of the adjudication by the court, after
which the right of the reservees to commence an action for the fulfillment of the
obligation arose. But the land first passed to Marcelina Casas and later to
Pablo Rocha together with the obligation that the law imposes upon Maria
Corral. They could not have acquired a better title than that held by Maria
Corral and if the latter's title was limited by the reservation and the obligation to
note it in the registry of deeds, this same limitation is attached to the right
acquired by Marcelina Casas and Pablo Rocha.
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The judgment appealed from is modified and Pablo Rocha is ordered to record
in the registry of deeds the reservable character of parcels 10 11, the subject of
this complaint, without special pronouncement as to costs. So ordered.
Street Malcolm, Villamor, Strand, Johns, Romualdez and Villa-Real, JJ.,
concur.
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The Facts
WHEREFORE, premised from the foregoing judgment is hereby rendered:
The properties subject in the instant case are three parcels of land located in
Sta. Maria, Bulacan: (1) Lot 1681-B, with an area of 7,749 square meters; 2 (2)
Lot 1684, with an area of 5,667 sq m; 3 and (3) Lot No. 1646-B, with an area of
880 sq m.4 Lot Nos. 1681-B and 1684 are presently in the name of respondent
Julia Delos Santos5 (respondent). Lot No. 1646-B, on the other hand, is also in
the name of respondent but co-owned by Victoria Pantaleon, who bought onehalf of the property from petitioner Maria Mendoza and her siblings.
Petitioners are grandchildren of Placido Mendoza (Placido) and Dominga
Mendoza (Dominga). Placido and Dominga had four children: Antonio,
Exequiel, married to Leonor, Apolonio and Valentin. Petitioners Maria,
Deogracias, Dionisia, Adoracion, Marcela and Ricardo are the children of
Antonio. Petitioners Juliana, Fely, Mercedes, Elvira and Fortunato, on the other
hand, are Valentins children. Petitioners alleged that the properties were part of
Placido and Domingas properties that were subject of an oral partition and
subsequently adjudicated to Exequiel. After Exequiels death, it passed on to
his spouse Leonor and only daughter, Gregoria. After Leonors death, her share
went to Gregoria. In 1992, Gregoria died intestate and without issue. They
claimed that after Gregorias death, respondent, who is Leonors sister,
adjudicated unto herself all these properties as the sole surviving heir of Leonor
and Gregoria. Hence, petitioners claim that the properties should have been
reserved by respondent in their behalf and must now revert back to them,
applying Article 891 of the Civil Code on reserva troncal.
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Petitioners filed a motion for reconsideration but the CA denied the same per
Resolution9 dated January 17, 2007.
the properties in dispute are reservable properties and two, whether petitioners
are entitled to a reservation of these properties.
In dismissing the complaint, the CA ruled that petitioners failed to establish that
Placido and Dominga owned the properties in dispute. 10 The CA also ruled that
even assuming that Placido and Dominga previously owned the properties, it
still cannot be subject to reserva troncal as neither Exequiel predeceased
Placido and Dominga nor did Gregoria predecease Exequiel. 11
The principle of reserva troncal is provided in Article 891 of the Civil Code:
Art. 891. The ascendant who inherits from his descendant any property which
the latter may have acquired by gratuitous title from another ascendant, or a
brother or sister, is obliged to reserve such property as he may have acquired
by operation of law for the benefit of relatives who are within the third degree
and belong to the line from which said property came. (Emphasis ours)
There are three (3) lines of transmission in reserva troncal. The first
transmission is by gratuitous title, whether by inheritance or donation, from an
ascendant/brother/sister to a descendant called the prepositus. The second
transmission is by operation of law from the prepositus to the other ascendant
or reservor, also called the reservista. The third and last transmission is from
the reservista to the reservees or reservatarios who must be relatives within the
third degree from which the property came.15
The lineal character of the reservable property is reckoned from the
ascendant from whom the prepositus received the property by
gratuitous title
Based on the circumstances of the present case, Article 891 on reserva troncal
is not applicable.
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The fallacy in the CAs resolution is that it proceeded from the erroneous
premise that Placido is the ascendant contemplated in Article 891 of the Civil
Code. From thence, it sought to trace the origin of the subject properties back
to Placido and Dominga, determine whether Exequiel predeceased Placido and
whether Gregoria predeceased Exequiel.
Article 891 provides that the person obliged to reserve the property should be
an ascendant (also known as the reservor/reservista) of the
descendant/prepositus. Julia, however, is not Gregorias ascendant; rather, she
is Gregorias collateral relative.
(1) The ascendant or brother or sister from whom the property was
received by the descendant by lucrative or gratuitous title;
(2) The descendant or prepositus (propositus) who received the
property;
(3) The reservor (reservista), the other ascendant who obtained the
property from the prepositus by operation of law; and
(4) The reservee (reservatario) who is within the third degree from the
prepositus and who belongs to the (linea o tronco) from which the
property came and for whom the property should be reserved by the
reservor.16
It should be pointed out that the ownership of the properties should be
reckoned only from Exequiels as he is the ascendant from where the first
transmission occurred, or from whom Gregoria inherited the properties in
dispute. The law does not go farther than such ascendant/brother/sister in
determining the lineal character of the property.17 It was also immaterial for the
CA to determine whether Exequiel predeceased Placido and Dominga or
whether Gregoria predeceased Exequiel. What is pertinent is that Exequiel
owned the properties and he is the ascendant from whom the properties in
dispute originally came. Gregoria, on the other hand, is the descendant who
received the properties from Exequiel by gratuitous title.
Moreover, Article 891 simply requires that the property should have been
acquired by the descendant or prepositus from an ascendant by gratuitous or
lucrative title. A transmission is gratuitous or by gratuitous title when the
recipient does not give anything in return.18 At risk of being repetitious, what
was clearly established in this case is that the properties in dispute were owned
Article 964 of the Civil Code provides for the series of degrees among
ascendants and descendants, and those who are not ascendants and
descendants but come from a common ancestor, viz:
Art. 964. A series of degrees forms a line, which may be either direct or
collateral.1wphi1 A direct line is that constituted by the series of degrees
among ascendants and descendants.
A collateral line is that constituted by the series of degrees among persons who
are not ascendants and descendants, but who come from a common ancestor.
(Emphasis and italics ours)
Gregorias ascendants are her parents, Exequiel and Leonor, her grandparents,
great-grandparents and so on. On the other hand, Gregorias descendants, if
she had one, would be her children, grandchildren and great-grandchildren. Not
being Gregorias ascendants, both petitioners and Julia, therefore, are her
collateral relatives. In determining the collateral line of relationship, ascent is
made to the common ancestor and then descent to the relative from whom the
computation is made. In the case of Julias collateral relationship with Gregoria,
ascent is to be made from Gregoria to her mother Leonor (one line/degree),
then to the common ancestor, that is, Julia and Leonors parents (second
line/degree), and then descent to Julia, her aunt (third line/degree). Thus, Julia
is Gregorias collateral relative within the third degree and not her ascendant.
First cousins of thedescendant/prepositus are fourth
degree relatives and cannot beconsidered reservees/reservatarios
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ascendant within the purview of Article 891 of the Civil Code and second,
because petitioners are not Gregorias relatives within the third degree. Hence,
the CAs disposition that the complaint filed with the RTC should be dismissed,
only on this point, is correct. If at all, what should apply in the distribution of
Gregorias estate are Articles 1003 and 1009 of the Civil Code, which provide:
Art. 1003. If there are no descendants, ascendants, illegitimate children, or a
surviving spouse, the collateral relatives shall succeed to the entire estate of
the deceased in accordance with the following articles.
Art. 1009. Should there be neither brothers nor sisters, nor children of brothers
or sisters, the other collateral relatives shall succeed to the estate.
The latter shall succeed without distinction of lines or preference among them
by reason of relationship by the whole blood.
Nevertheless, the Court is not in the proper position to determine the proper
distribution of Gregorias estate at this point as the cause of action relied upon
by petitioners in their complaint filed with the RTC is based solely on reserva
troncal. Further, any determination would necessarily entail reception of
evidence on Gregorias entire estate and the heirs entitled thereto, which is best
accomplished in an action filed specifically for that purpose.
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The reservor has the legal title and dominion to the reservable property but
subject to the resolutory condition that such title is extinguished if the reservor
predeceased the reservee. The reservor is a usufructuary of the reservable
property. He may alienate it subject to the reservation. The transferee gets the
revocable and conditional ownership of the reservor. The transferees rights are
revoked upon the survival of the reservees at the time of the death of the
reservor but become indefeasible when the reservees predecease the
reservor.26 (Citations omitted)
No. 77694 insofar as it dismissed the Third Amended Complaint in Civil Case
No. 609-M-92 are AFFIRMED. This Decision is without prejudice to any civil
action that the heirs of Gregoria
BIENVENIDO L. REYES
Associate Justice
WHEREFORE, the petition is DENIED. The Decision dated November 16, 2006
and Resolution dated January 17, 2007 of the Court of Appeals in CA-G.R. CV
Mendoza may file for the settlement of her estate or for the determination of
ownership of the properties in question.
SO ORDERED.
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