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Protection of PRESUMPTIVE Legitime: Revoked or Reduced
Protection of PRESUMPTIVE Legitime: Revoked or Reduced
Every DONATION INTER VIVOS, made and would render the ownership of the thing
by a person having NO children or descendants, donated unstable.
legitimate or legitimated by subsequent marriage,
or illegitimate, may be revoked or reduced as Protection of PRESUMPTIVE Legitime
provided in the next article, by the happening of any While Art. 760 seeks to protect the PRESUMPTIVE
of these events: or expected LEGITIME, Art. 771 seeks to protect
(1) If the donor, after the donation, should have the ACTUAL LEGITIME.
legitimate or legitimated or illegitimate children,
even though they be posthumous; BIRTH
Art. 762. Upon the revocation or reduction of the
(2) If the child of the donor, whom the latter donation by the birth, appearance or adoption of a
believed to be dead when he made the child, the property affected shall be returned or its
donation, should turn out to be living; value if the donee has sold the same.
APPEARANCE
If the property is mortgaged, the donor may
(3) If the donor subsequently adopt a MINOR child. redeem the mortgage, by paying the amount
(644a) ADOPTION guaranteed, with a right to recover the same from
the donee.
Value of the Hereditary Estate When the property cannot be returned, it shall be
estimated at what it was worth at the time of the
The value of the estate (hereditary) is: The value at donation. (645a)
the birth, appearance (or reappearance) , or
adoption PLUS the value of the donation (at the (1) What the Donee Must Do if the Donation is
time donation was made). Reduced
Value of Estate = Value at B-A-R + Value at a. If the property is still with him, return the
Donation property.
[NOTE: The value of the donation must be added b. If the property has been SOLD, give the
otherwise absurdities may arise: moreover, had not value (usually the price of the sale) to the
the donation been made, its value would still be donor.
part of the estate; finally, the law does not say that c. If the property has been MORTGAGED, the
the whole estate will be that remaining at the time donor may pay off the debt, but he can
of birth, appearance or adoption, it merely says that recover reimbursement from donee.
said value must be taken into account. (See Art.
761).]. d. If the property cannot be returned (as
when it has been LOST or TOTALLY
Rule When Donation Can Be Covered by the DESTROYED), return its value (value not
Free Disposal at time of loss but at perfection of donation).
In so far as the FREE DISPOSAL is concerned, the Since the DONEE becomes the owner
donation will remain valid up to that extent. In from the time the donation was
other words, if the entire donation can be covered perfected, it is only logical that he bears
by the free disposal; it should remain untouched. the loss (res perit domino) and the risk
Suppose a donation given under Art. 760 is of deterioration or depreciation.
coverable by the FREE PORTION as of the time
of birth, appearance, or adoption of the child,
BUT cannot be covered any more by the free Art. 763. The action for revocation or reduction on
portion at the time of donor’s death, may the the grounds set forth in Article 760 shall prescribe
donation still be reduced or revoked? after four years from the birth of the first child, or
from his legitimation, recognition or adoption, or
ANS.: Although some authors are of the opinion from the judicial declaration of filiation, or from the
that the answer is in the affirmative because of time information was received regarding the
Art. 771, still it is believed that the answer should existence of the child believed dead.
be negative otherwise the provision on prescription
(of 4 years) in Art. 763 will be rendered nugatory, This action cannot be renounced, and is
transmitted, upon the death of the donor, to his
legitimate and illegitimate children and The action cannot be renounced, and is transmitted
descendants. (if donor dies within 4 years) on his death to his
legitimate and illegitimate children and descendants
Prescription of Action for Revocation or (not ascendants or surviving spouse).
Reduction
Art. 764. The donation shall be revoked at the
a. If the donation was made when there was no instance of the donor, when the donee FAILS TO
child, it is the birth of the first child that COMPLY with any of the conditions which the
counts, and not the birth of subsequent former imposed upon the latter.
children. If therefore, 3 years after the birth of
the first child, a second is born, the period left is In this case, the property donated shall be returned
only one more year. We should NOT begin to the donor, the alienations made by the donee
counting four years all over again. and the mortgages imposed thereon by him being
void, with the limitations established, with regard to
b. “First child” refers to first legitimate child. third persons, by the Mortgage Law and the Land
c. Mere birth of a NATURAL child is not a Registration Laws.
ground; it is the RECOGNITION (voluntary or This action shall prescribe after four years from
by judicial compulsion) that is the ground for the noncompliance with the condition, may be
reduction. Therefore, the period of 4 years transmitted to the heirs of the donor, and may be
should start from the time of such recognition or exercised against the donee's heirs. (647a)
acknowledgment.
Rule When Third Persons Have the Property, or 2. Inofficiousness of the donation because the
When It Has Been Mortgaged legitime has been impaired (Art. 771); OR
a. recovery cannot be had from third persons (b) The fruits received after failure to fulfill the
because they are innocent; condition (or conditions) must be returned if the
ground is NON-COMPLIANCE with any of the
b. or when the property has been mortgaged. conditions imposed. (Art. 764).
Meaning of ‘Time’ Rule in Case of Money
“Time of the donation’’ refers to the “perfection’’ of If the property donated was MONEY, fruits thereof
the donation. shall be the legal rate of interest (unless the
contrary has been agreed upon). (Art. 2209).
Rule When Donee is Insolvent Poverty in this regard shall NOT be an excuse.
Suppose the third party is innocent, and the donee
is insolvent, what are the rights of the donor?
Art. 769. The action granted to the donor by reason
ANS.: He will have the same rights as those of ingratitude cannot be renounced in advance.
possessed by a creditor over an insolvent debtor. This action prescribes within one year, to be
He can, for example, exercise all actions of the counted from the time the donor had knowledge of
donee-debtor with reference to the recovery (if any) the fact and it was possible for him to bring the
of other kinds of property (except those rights action. (652)
inherent in the person of the debtor); or he can wait
until the debtor gets money or property in the No Renunciation in Advance of the Action to
future. (See Art. 1177). Revoke Because of Ingratitude
Effect of Loss or Deterioration The right to revoke because of ingratitude
cannot be renounced in advance (that is, prior to or
If the property has been lost or has deteriorated at the time of the perfection of the donation).
thru any cause including a fortuitous event, the However, if the act of ingratitude has already been
donee should respond with damages, because as committed, the right to revoke may be
RENOUNCED for this would be merely an act of heirs may begin the action if the donor died without
forgiveness. having known of the act of ingratitude. (5 Manresa
184).
Form of Renunciation when Proper
Problems
When it can be done in a proper case, renunciation
may be done expressly or impliedly since the law (a) A donated to B a house. But B later accused A
requires no formality under this article. However, of a crime. A could have revoked the donation, but
when express renunciation is made, it is believed although six months had already elapsed since the
that this must comply with formalities of accusation, A had still not brought the action to
donations. Hence, if the property donated was revoke. A then died. Can C, the heir of A,
land, the renunciation of PAST ingratitude, should, successfully bring the action two months after A’s
it is believed, be in the form of public instrument. death?
(See Art. 1270). However, one who renounces
must: ANS.: No more. The donor here could have brought
the action had he wanted to but he did not. A alone
(a) be aware of the act causing the ingratitude; is supposed to judge the acts of the donee, and as
in the case above, it is clear that he has because of
(b) have capacity to dispose of his property at the generosity, renounced the action. This is so even if
time the waiver is made. the donor died before the expiration of one year
(3) Prescriptive Period from knowledge. This is indeed a case of
PRESUMED PARDON. (5 Manresa 183).
The action to revoke because of ingratitude
prescribes within one year. The period must be (b) A donated property to B, who later committed a
counted from the time crime against A. A then instituted criminal
proceedings against B. In the criminal proceedings,
a. the donor knew of the fact or cause of the civil action to revoke the donation was not
ingratitude; included (of course). B was convicted, but before A
could bring the action for revocation, he (A) died.
b. provided that it was possible for him to bring
May A’s heirs still bring the action? Why?
the action.
ANS.: Yes, because from the facts given, it is
(Therefore, if immediately after knowledge of the
evident that A had no intention at all to pardon B.
fact, he becomes unconscious for six months, the
(See 3 Navarro Amandi 74).
period of six months should NOT be counted.)
Heirs of Donee Are Not Original Defendants
Under this article, the donee’s heirs cannot be
Art. 770. This action shall NOT be transmitted to
made original defendants, though they may later on
the heirs of the donor, if the latter did not
be substituted.
institute the same, although he could have done
so, and even if he should die before the
expiration of one year.
Art. 771. Donations which in accordance with
Neither can this action be brought against the heir the provisions of Article 752, are INOFFICIOUS,
of the donee, unless upon the latter's death the bearing in mind the Estimated Net Value of the
complaint has been filed. (653) donor's property at the time of his death, shall
be reduced with regard to the excess; but this
Generally, No Transmissibility of Right
reduction shall not prevent the donations from
The action as a rule cannot be transmitted taking effect during the life of the donor, nor
because the right is PURELY PERSONAL to the shall it bar the donee from appropriating the
donor. If however, he has already instituted the fruits.
action, but dies before its termination, his heirs
For the reduction of donations the provisions of this
are allowed to continue the suit.
Chapter and of Articles 911 and 912 of this Code
If, upon the other hand, the donor is killed by the shall govern. (654)
donee, it follows that the donor never had a chance
Rules Re Inofficious Donations
to revoke, in this case the heir may institute the
action within the proper prescriptive period, of a. Note that the value of the estate is that which
course. (5 Manresa 183). In the same manner, the it had, not at the time of donation, but at the
time of the donor’s death. (The property left Art. 772. Only those who at the time of the
minus debts and charges plus the value of the donor's death have a right to the legitime and
donation equals the net hereditary estate. their heirs and successors in interest may ask
for the reduction or inofficious donations.
Property left – Debts & Charges + donation
= Net Hereditary Estate Those referred to in the preceding paragraph
cannot renounce their right during the lifetime of the
b. Inofficious donations may not only be donor, either by express declaration, or by
reduced; they may be completely cancelled consenting to the donation.
(when, for example, the donor had no free
portion left, because of the presence of certain The donees, devisees and legatees, who are not
compulsory heirs). Example: If the compulsory entitled to the legitime and the creditors of the
heirs are the surviving spouse (she gets 1/4 of deceased can neither ask for the reduction nor
the estate), one legitimate child (1/2), and one avail themselves thereof. (655a)
illegitimate child (1/4), it is evident that
everything constitutes the legitime, leaving Persons Who Can Ask for the Reduction of
nothing at the free disposal of the donor. Here, Inofficious Donation
all donations inter vivos should be totally This Article refers to the people who can ask for the
reduced, unless of course the compulsory heirs reduction of an inofficious donation. Note that the
concerned refuse to institute the action. donor himself has no right to ask for the reduction.
c. Since the inofficiousness of the donation This is because it is only at his death when the
cannot be determined till after the donor’s officiousness or the inofficiousness of the
death, it follows that in the meantime, the donation can be determined.
donation is valid and ownership is Note that only the following may ask for the
transmitted to the donee during the donor’s reduction on the ground of inofficiousness:
lifetime.
(a) the compulsory heirs of the donor (whether
Some Implications From the Transfer of Ownership children, other descendants, ascendants or
Because of this transfer of ownership, it follows surviving spouse)
that:
(b) the heirs and successors-in-interest of the
a. The donee gets the fruits while the donor is abovementioned compulsory heirs.
still alive (by the principle of accession
discreta).
b. The donee can take advantage of natural or The following cannot ask for the reduction:
artificial incorporations or attachments (by
a. voluntary heirs of the donor (such as friends,
the principle of accession continua).
brothers, etc.)
c. The donee bears the loss in case of
b. devisees (recipients of gifts of real property in a
destruction or deterioration.
will)
Preference of Donations
c. legatees (recipients of gifts of personal
Donations (inter vivos) are preferred over devises property in a will)
and legacies (dispositions mortis causa). (Par. 1,
d. creditors of the deceased (The Register of
Art. 911).
Deeds is not allowed to raise the question as to
Rule in Case of Real Estate whether or not a donation is inofficious. (TS
Apr. 17, 1907).
If real estate has been donated, and it is
inconvenient to divide it (in case a reduction is to be Non-Waiver
made), then it will go to the DONEE if the
If a son of a donor consents to the donation to the
reduction is less than 60%, otherwise it goes to the
stranger or expressly tells his father that he waives
compulsory heirs; but in either case there must be
the right to ever bring suit to reduce the inofficious
a reimbursing of each other. (Art. 912).
donation, he may still do so after the father’s death.
(Art. 772, second paragraph).
Prescriptive Period
The action to reduce (or revoke, in the proper case) It is understood that if the donations were perfected
must be brought within 5 years from the time of the at the same time, the reduction must be
donor’s death. (See Art. 1149). proportionate.
Collation Exception: When preference is expressly stated
in the deed of donation itself.
If the donee happens to be a compulsory heir, he
must collate (bring back the value) the property GROUNDS FOR REVOCATION
donated, for its value is considered already an
advance of his legitime or inheritance. (Art. 1061). a. Fulfillment of RESOLUTORY CONDITIONS
The donee’s share of the estate (if also compulsory or charges. (Art. 764).
heir) shall be reduced by an amount equal to that b. Ingratitude. (Art. 765).
already received by him; and his co-heirs shall
receive an equivalent, as much as possible, in
property of the same nature, class, and quality. GROUNDS FOR REDUCTION
(Art. 1073).
(In some cases, TOTAL REDUCTION or
Adoption of a Person of Major Age ABSORPTION making them appear to be cases of
REVOCATION):
Whereas adoption of a person of major age is not a
ground under Art. 760, it may serve as a ground a. B.A.R. (birth, adoption, reappearance). (Art.
under Arts. 771 and 772 in case the donation 760).
impairs his legitime.
b. Inofficiousness. (Art. 771).
c. If insufficient property is left for support of
Catibog, et al. v. Razon, et al. donor and his relatives. (Art. 750)
Preference is given to earlier donations (fi rst come d. Those made to persons specially disqualified:
first served). Therefore, if it is essential to reduce,
i. by reason of public policy. (Art. 739).
the subsequent ones must first be reduced.
ii. by reason of unworthiness. (Art. 740).
Exception to Rule: Wedding gifts of jewelry, iii. by reason of possible undue influence. (Art.
clothing and outfit by parents and ascendants in 87, Family Code).
favor of descendants shall not be reduced (even if
(Example — donations between spouses exceptin
they be more recent), provided they do not exceed
certain instances).
one tenth (1/10) of the free portion. (See Art. 1070).
Dumanon v. Butuan City Rural Bank
Rule If Donations Were Perfected At the Same
Time 119 SCRA 193
An action to annul a donation prescribes in 4 years
from the date of discovery of the fraud. The
discovery of the fraud must be counted at the latest
from the time the deed is registered, because
registration is a notice to the entire world. Even if it
is proved that the registration of the deed of
donation had been made in bad faith, the action to
annul said registration prescribes in 4 years.— oOo
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