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Docslide - Us Succession Cases 55845f5c59c6f
Docslide - Us Succession Cases 55845f5c59c6f
Docslide - Us Succession Cases 55845f5c59c6f
The conclusion is that the person required by Article 811 to reserve the right has,
beyond any doubt at all, the rights to use and usufruct. He has, moreover, the legal
title and dominion, although under a condition subsequent. Clearly he has under an
express provision of the law the right to dispose of the property reserved, and to
dispose of is to alienate, although under a condition. He has the right to recover it,
because he is the one who possesses or should possess it and have title to it,
although a limited and revocable one. In a word, the legal title and dominion, even
though under a condition, reside in him while he lives. After the right required by
law to be reserved has been assured, he can do anything that a genuine owner can
do.
On the other hadnt, the relatives within the third degree in whose favor of the right
is reserved cannot dispose of the property, first because it is no way, either actually
or constructively or formally, in their possession; and moreover, because 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.
RULING:
As held by the trial court, it is clear upon the facts already stated, that the land
in question was reservable property.
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. 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.
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 did not appeal
therefrom.
Benito Legarda y De la Paz, the son of Benito Legarda y Tuason, died and was
survived by his widow, Filomena Roces, and their seven children. The real properties
left by Benito were partitioned in three equal portions by his daughters, Consuelo
and Rita, and the heirs of his deceased son Benito Legarda y De la Paz who were
represented by Benito F. Legarda.
Filomena Legarda y Roces died intestate and without issue. Her sole heiress was her
mother, Filomena Roces Vda. de Legarda. Mrs. Legarda executed an affidavit
adjudicating extrajudicially to herself the properties which she inherited from her
deceased daughter, Filomena Legarda. As a result of the affidavit of adjudication,
Filomena Roces succeeded her deceased daughter Filomena Legarda as co-owner of
the properties held proindiviso by her other six children.
Mrs. Legarda executed two hand-written identical documents wherein she disposed
of the properties, which she inherited from her daughter, in favor of the children of
her sons, Benito, Alejandro and Jose (sixteen grandchildren in all). She later died
and her will was admitted to probate as a holographic will in the Court of First
Instance of Manila which was affirmed by the Court of Appeals.
In the testate proceeding, Beatriz Legarda Gonzalez, a daughter of the testatrix,
filed 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 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. Gonzalez filed 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.
The lower court dismissed the action of Mrs. Gonzalez.
Mrs. Gonzales appealed under Republic Act No. 5440 and contends that the lower
court erred in not regarding the properties in question as reservable properties
under article 891 of the Civil Code.
ISSUES:
1. Whether or not the properties in question are subject to reserva troncal?
2. Whether or not Filomena Roces Vda. de Legarda could dispose of the
properties in question in her will in favor of her grandchildren to the
exclusion of her six children?
RULING:
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.
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. The
reservor cannot make a disposition mortis causa of the reservable properties as
long as the reservees survived the reservor. 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.
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.
It should be repeated that the reservees do not inherit 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.