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1.) Ganuelas v. Cawed 7.

The defendants-herein petitioners alleged in their Answer 6 that the donation


in favor of Ursulina was inter vivos as contemplated under Article 729 of
G.R. No. 123968, 24 April 2003 (cf. Arts. 748-749) the Civil Code,7 hence, the deed did not have to comply with the
FACTS: requirements for the execution of a valid will; the Revocation of Donation is
null and void as the ground mentioned therein is not among those provided
1. On April 11, 1958, Celestina Ganuelas Vda. de Valin (Celestina) executed a by law to be the basis thereof; and at any rate, the revocation could only be
Deed of Donation of Real Property 2 covering seven parcels of land in favor legally enforced upon filing of the appropriate complaint in court within the
of her niece Ursulina Ganuelas (Ursulina), one of herein petitioners. prescriptive period provided by law, which period had, at the time the
2. The pertinent provision of the deed of donation reads, quoted verbatim: complaint was filed, already lapsed.
a. xxx           xxx           xxx That, for and in consideration of the love and affection 8. By Decision of February 22, 1996, the trial court, holding that the provision in the Deed of
which the DONOR has for the DONEE, and of the faithful services the latter has Donation that in the event that the DONEE should predecease the DONOR, the "donation shall
rendered in the past to the former, the said DONOR does by these presents transfer be deemed rescinded and of no further force and effect" is an explicit indication that the deed is
and convey, by way of DONATION, unto the DONEE the property above, a donation mortis causa,8 found for the plaintiffs-herein private respondents, thus:
described, to become effective upon the death of the DONOR; but in the event that a. WHEREFORE the Court renders judgment declaring null and void the Deed of
the DONEE should die before the DONOR, the present donation shall be deemed Donation of Real Property executed by Celestina Ganuelas, and orders the partition
rescinded and of no further force and effect. xxx           xxx           xxx.3 of the estate of Celestina among the intestate heirs.
3. On June 10, 1967, Celestina executed a document denominated as 9. The trial court also held that the absence of a reservation clause in the deed implied that
Revocation of Donation4 purporting to set aside the deed of donation. More Celestina retained complete dominion over her properties, thus supporting the conclusion that
than a month later or on August 18, 1967, Celestina died without issue and the donation is mortis causa,10 and that while the deed contained an attestation clause and an
acknowledgment showing the intent of the donor to effect a postmortem disposition, the
any surviving ascendants and siblings. acknowledgment was defective as only the donor and donee appear to have acknowledged the
deed before the notary public, thereby rendering the entire document void.11
4. After Celestina's death, Ursulina had been sharing the produce of the
donated properties with private respondents Leocadia G. Flores, et al., 10. Lastly, the trial court held that the subsequent execution by Celestina of the Revocation of
nieces of Celestina. Donation showed that the donor intended the revocability of the donation ad nutum, thus
sustaining its finding that the conveyance was mortis causa.12
5. In 1982, or twenty-four years after the execution of the Deed of Donation, 11. On herein petitioners' argument that the Revocation of Donation was void as the ground
Ursulina secured the corresponding tax declarations, in her name, over the mentioned therein is not one of those allowed by law to be a basis for revocation, the trial court
donated properties, to wit: Tax Declarations Nos. 18108, 18109, 18110, held that the legal grounds for such revocation as provided under the Civil Code arise only in
18111, 18112, 18113 and 18114, and since then, she refused to give private cases of donations inter vivos, but not in donations mortis causa which are revocable at will
during the lifetime of the donor. The trial court held, in any event, that given the nullity of the
respondents any share in the produce of the properties despite repeated disposition mortis causa in view of a failure to comply with the formalities required therefor,
demands. the Deed of Revocation was a superfluity.13

6. Private respondents were thus prompted to file on May 26, 1986 with the 12. Hence, the instant petition for review.
RTC of San Fernando, La Union a complaint 5 against Ursulina, along with
13. Petitioners argue that the donation contained in the deed is inter vivos as the main
Metodio Ganuelas and Antonio Ganuelas who were alleged to be unwilling consideration for its execution was the donor's affection for the donee rather than the donor's
plaintiffs. The complaint alleged that the Deed of Donation executed by death;15 that the provision on the effectivity of the donation — after the donor's death — simply
Celestina in favor of Ursulina was void for lack of acknowledgment by the meant that absolute ownership would pertain to the donee on the donor's death; 16 and that since
the donation is inter vivos, it may be revoked only for the reasons provided in Articles
attesting witnesses thereto before notary public Atty. Henry Valmonte, and 760,17 76418 and 76519 of the Civil Code.
the donation was a disposition mortis causa which failed to comply with the
14. In a letter of March 16, 1998, 20 private respondent Corazon Sipalay, reacting to this Court's January 28, 1998 Resolution
provisions of the Civil Code regarding formalities of wills and testaments, requiring private respondents "to SHOW CAUSE why they should not be disciplinarily dealt with or held in contempt" for
hence, it was void. The plaintiffs-herein private respondents thus prayed failure to submit the name and address of their new counsel, explains that they are no longer interested in pursuing the case and
are "willing and ready to waive whatever rights" they have over the properties subject of the donation. Petitioners, who were
that judgment be rendered ordering Ursulina to return to them as intestate required to comment on the letter, by Comment of October 28, 1998, 21 welcome private respondents' gesture but pray that "for
the sake of enriching jurisprudence, their [p]etition be given due course and resolved."
heirs the possession and ownership of the properties. They likewise prayed
for the cancellation of the tax declarations secured in the name of Ursulina, ISSUES:
the partition of the properties among the intestate heirs of Celestina, and the
1. W/N The issue is thus whether the donation is inter vivos or mortis causa.
rendering by Ursulina of an accounting of all the fruits of the properties
since 1982 and for her to return or pay the value of their shares. RATIO:
1. T Crucial in the resolution of the issue is the determination of whether the 8. As stated in a long line of cases, one of the decisive characteristics of a
donor intended to transfer the ownership over the properties upon the donation mortis causa is that the transfer should be considered void if the
execution of the deed.22 donor should survive the donee.30
2. Donation inter vivos differs from donation mortis causa in that in the 9. More. The deed contains an attestation clause expressly confirming the
former, the act is immediately operative even if the actual execution may be donation as mortis causa:
deferred until the death of the donor, while in the latter, nothing is conveyed a. SIGNED by the above-named donor, Celestina Ganuelas, at the foot of this deed of
to or acquired by the donee until the death of the donor-testator. 23 The donation mortis causa, consisting of two (2) pages and on the left margin of each
following ruling of this Court in Alejandro v. Geraldez is illuminating:24 and every page thereof in the joint presence of all of us who at her request and in
her presence and that of each other have in like manner subscribed our names as
a. If the donation is made in contemplation of the donor's death, meaning that the full witnesses.31 (Emphasis supplied)
or naked ownership of the donated properties will pass to the donee only because of
the donor's death, then it is at that time that the donation takes effect, and it is a 10. To classify the donation as inter vivos simply because it is founded on
donation mortis causa which should be embodied in a last will and testament. considerations of love and affection is erroneous. That the donation was
b. But if the donation takes effect during the donor's lifetime or independently of the prompted by the affection of the donor for the donee and the services
donor's death, meaning that the full or naked ownership (nuda proprietas) of the rendered by the latter is of no particular significance in determining
donated properties passes to the donee during the donor's lifetime, not by reason of whether the deed constitutes a transfer inter vivos or not, because a
his death but because of the deed of donation, then the donation is inter vivos.
legacy may have an identical motivation.32 In other words, love and
3. The distinction between a transfer inter vivos and mortis causa is important affection may also underline transfers mortis causa.33
as the validity or revocation of the donation depends upon its nature. If the 11. In Maglasang v. Heirs of Cabatingan,34 the deeds of donation contained
donation is inter vivos, it must be executed and accepted with the provisions almost identical to those found in the deed subject of the present
formalities prescribed by Articles 74825 and 74926 of the Civil Code, except case:
when it is onerous in which case the rules on contracts will apply. If it
is mortis causa, the donation must be in the form of a will, with all the a. That for and in consideration of the love and affection of the DONOR for the
DONEE, x x x. the DONOR does hereby, by these presents, transfer, convey, by
formalities for the validity of wills, otherwise it is void and cannot transfer way of donation, unto the DONEE the above-described property, together with the
ownership.27 buildings and all improvements existing thereon, to become effective upon the death
of the DONOR; PROVIDED, HOWEVER, that in the event that the DONEE
4. The distinguishing characteristics of a donation mortis causa are the should die before the DONOR, the present donation shall be deemed automatically
following: rescinded and of no further force and effect. (Emphasis supplied)
a. 1. It conveys no title or ownership to the transferee before the death of the 12. In that case, this Court held that the donations were mortis causa, for the
transferor; or, what amounts to the same thing, that the transferor should retain the above-quoted provision conclusively establishes the donor's intention to
ownership (full or naked) and control of the property while alive;
transfer the ownership and possession of the donated property to the donee
b. 2. That before his death, the transfer should be revocable by the transferor at only after the former's death. Like in the present case, the deeds therein did
will, ad nutum; but revocability may be provided for indirectly by means of a
reserved power in the donor to dispose of the properties conveyed;
not contain any clear provision that purports to pass proprietary rights to the
donee prior to the donor's death.
c. 3. That the transfer should be void if the transferor should survive the transferee.28
13. As the subject deed then is in the nature of a mortis causa disposition, the
5. In the donation subject of the present case, there is nothing therein which formalities of a will under Article 728 of the Civil Code should have been
indicates that any right, title or interest in the donated properties was to be complied with, failing which the donation is void and produces no effect.35
transferred to Ursulina prior to the death of Celestina.
14. As noted by the trial court, the attesting witnesses failed to acknowledge the
6. The phrase "to become effective upon the death of the DONOR" deed before the notary public, thus violating Article 806 of the Civil Code
admits of no other interpretation but that Celestina intended to which provides. Art. 806. Every will must be acknowledged before a notary public by the
transfer the ownership of the properties to Ursulina on her death, not testator and the witnesses. The notary public shall not be required to retain a copy of the will,
during her lifetime.29 or file another with the office of the Clerk of Court. (Emphasis supplied)

7. More importantly, the provision in the deed stating that if the donee should 15. The trial court did not thus commit any reversible error in declaring the
die before the donor, the donation shall be deemed rescinded and of no Deed of Donation to be mortis causa.
further force and effect shows that the donation is a postmortem disposition. 16. WHEREFORE, the petition is hereby DENIED for lack of merit.
ingratitude; and that respondent Diego had no legal basis in revoking the
2.) Spouses Gestopa v. CA & Danlag-Pilapi subject donation and then in selling the two parcels of land to the Gestopas.
G.R. No. 111904, 5 October 2000 (cf. Arts. 748-749) 6. In their opposition, the Gestopas and the Danlags averred that the deed of
donation dated January 16, 1973 was null and void because it was obtained
FACTS: by Mercedes through machinations and undue influence. Even assuming it
1. Spouses Diego and Catalina Danlag were the owners of six parcels of was validly executed, the intention was for the donation to take effect upon
unregistered lands. They executed three deeds of donation mortis the death of the donor. Further, the donation was void for it left the donor,
causa, two of which are dated March 4, 1965 and another dated October 13, Diego Danlag, without any property at all.
1966, in favor of private respondent Mercedes Danlag-Pilapil.4 The first 7. On December 27, 1991, the trial court rendered its decision, thus:
deed pertained to parcels 1 & 2 with Tax Declaration Nos. 11345 and
a. "WHEREFORE, the foregoing considered, the Court hereby renders judgment in
11347, respectively. The second deed pertained to parcel 3, with TD No. favor of the defendants and against the plaintiff:
018613. The last deed pertained to parcel 4 with TD No. 016821.
b. 1. Declaring the Donations Mortis Causa and Inter Vivos as revoked, and, therefore,
2. All deeds contained the reservation of the rights of the donors (1) to amend, has (sic) no legal effect and force of law.
cancel or revoke the donation during their lifetime, and (2) to sell, c. 2. Declaring Diego Danlag the absolute and exclusive owner of the six (6) parcels
mortgage, or encumber the properties donated during the donors' of land mentioned in the Deed of revocation (Exh. P-plaintiff, Exh. 6-defendant
lifetime, if deemed necessary. Diego Danlag).
d. 3. Declaring the Deeds of Sale executed by Diego Danlag in favor of spouses
3. On January 16, 1973, Diego Danlag, with the consent of his wife, Catalina Agripino Gestopa and Isabel Gestopa dated June 28, 1979 (Exh. S-plaintiff; Exh.
Danlag, executed a deed of donation inter vivos5 covering the 18-defendant); Deed of Sale dated December 18, 1979 (Exh. T plaintiff; Exh. 9-
aforementioned parcels of land plus two other parcels with TD Nos. 11351 defendant); Deed of Sale dated September 14, 1979 (Exh. 8); Deed of Sale dated
and 11343, respectively, again in favor of private respondent Mercedes. June 30, 1975 (Exh. U); Deed of Sale dated March 13, 1978 (Exh. X) as valid and
enforceable duly executed in accordance with the formalities required by law.
This contained two conditions, that (1) the Danlag spouses shall continue to
enjoy the fruits of the land during their lifetime, and that (2) the donee can e. 4. Ordering all tax declaration issued in the name of Mercedes Danlag Y Pilapil
not sell or dispose of the land during the lifetime of the said spouses, covering the parcel of land donated cancelled and further restoring all the tax
declarations previously cancelled, except parcels nos. 1 and 5 described, in the
without their prior consent and approval. Mercedes caused the transfer of Deed of Donation Inter Vivos (Exh. "1") and Deed of Sale (Exh. "2") executed by
the parcels' tax declaration to her name and paid the taxes on them. defendant in favor of plaintiff and her husband.

4. On June 28, 1979 and August 21, 1979, Diego and Catalina Danlag sold f. [5.] With respect to the contract of sale of abovestated parcels of land, vendor Diego
parcels 3 and 4 to herein petitioners, Mr. and Mrs. Agripino Gestopa. On Danlag and spouse or their estate have the alternative remedies of demanding the
balance of the agreed price with legal interest, or rescission of the contract of sale.
September 29, 1979, the Danlags executed a deed of revocation 6 recovering
the six parcels of land subject of the aforecited deed of donation inter vivos. 8. In rendering the above decision, the trial court found that the reservation clause in all the deeds
of donation indicated that Diego Danlag did not make any donation; that the purchase by
5. On March 1, 1983, Mercedes Pilapil (herein private respondent) filed with Mercedes of the two parcels of land covered by the Deed of Donation Inter Vivos bolstered this
the RTC a petition against the Gestopas and the Danlags, for quieting of conclusion; that Mercedes failed to rebut the allegations of ingratitude she committed against
Diego Danlag; and that Mercedes committed fraud and machination in preparing all the deeds
title7 over the above parcels of land. She alleged that she was an illegitimate of donation without explaining to Diego Danlag their contents.
daughter of Diego Danlag; that she lived and rendered incalculable
9. Mercedes appealed to the Court of Appeals and argued that the trial court erred in (1) declaring
beneficial services to Diego and his mother, Maura Danlag, when the latter the donation dated January 16, 1973 as mortis causa and that the same was already revoked on
was still alive. In recognition of the services she rendered, Diego executed a the ground of ingratitude; (2) finding that Mercedes purchased from Diego Danlag the two
Deed of Donation on March 20, 1973, conveying to her the six (6) parcels parcels of land already covered by the above donation and that she was only able to pay three
of land. She accepted the donation in the same instrument, openly and thousand pesos, out of the total amount of twenty thousand pesos; (3) failing to declare that
Mercedes was an acknowledged natural child of Diego Danlag.
publicly exercised rights of ownership over the donated properties, and
caused the transfer of the tax declarations to her name. Through 10. On August 31, 1993, the appellate court reversed the trial court. It ruled:
machination, intimidation and undue influence, Diego persuaded the a. "PREMISES CONSIDERED, the decision appealed from is REVERSED and a new
husband of Mercedes, Eulalio Pilapil, to buy two of the six parcels covered judgment is hereby rendered as follows:
by the deed of donation. Said donation inter vivos was coupled with b. 1. Declaring the deed of donation inter vivos dated January 16, 1973 as not having
conditions and, according to Mercedes, since its perfection, she had been revoked and consequently the same remains in full force and effect;
complied with all of them; that she had not been guilty of any act of
c. 2. Declaring the Revocation of Donation dated June 4, 1979 to be null and void and b. That it is the condition of this donation that the Donor shall continue to enjoy all the
therefore of no force and effect; fruits of the land during his lifetime and that of his spouse and that the donee
cannot sell or otherwise, dispose of the lands without the prior consent and
d. 3. Declaring Mercedes Danlag Pilapil as the absolute and exclusive owner of the six approval by the Donor and her spouse during their lifetime.
(6) parcels of land specified in the above-cited deed of donation inter vivos;
c. xxx
e. 4. Declaring the Deed of Sale executed by Diego Danlag in favor of spouses
Agripino and Isabel Gestopa dated June 28, 1979 (Exhibits S and 18), Deed of Sale d. That for the same purpose as hereinbefore stated, the Donor further states that he
dated December 18, 1979 (Exhibits T and 19), Deed of Sale dated September 14, has reserved for himself sufficient properties in full ownership or in usufruct
1979 (Exhibit 8), Deed of Sale dated June 30, 1975 (Exhibit U), Deed of Sale dated enough for his maintenance of a decent livelihood in consonance with his standing
March 13, 1978 (Exhibit X) as well as the Deed of Sale in favor of Eulalio Danlag in society.
dated December 27, 1978 (Exhibit 2) not to have been validly executed;
e. That the Donee hereby accepts the donation and expresses her thanks and gratitude
f. 5. Declaring the above-mentioned deeds of sale to be null and void and therefore of for the kindness and generosity of the Donor."13 
no force and effect;
2. Note first that the granting clause shows that Diego donated the properties
g. 6. Ordering spouses Agripino Gestopa and Isabel Silerio Gestopa to reconvey
within thirty (30) days from the finality of the instant judgment to Mercedes Danlag out of love and affection for the donee. This is a mark of a donation inter
Pilapil the parcels of land above-specified, regarding which titles have been vivos.14 Second, the reservation of lifetime usufruct indicates that the donor
subsequently fraudulently secured, namely those covered by O.C.T. T-17836 and intended to transfer the naked ownership over the properties. As correctly
O.C.T. No. 17523.
posed by the Court of Appeals, what was the need for such reservation
h. 7. Failing to do so, ordering the Branch Clerk of Court of the Regional Trial Court if the donor and his spouse remained the owners of the properties?
(Branch V) at Cebu City to effect such reconveyance of the parcels of land covered Third, the donor reserved sufficient properties for his maintenance in
by O.C.T. T-17836 and 17523.
accordance with his standing in society, indicating that the donor intended
11. The Court of Appeals held that the reservation by the donor of lifetime usufruct indicated that to part with the six parcels of land.15 
he transferred to Mercedes the ownership over the donated properties; that the right to sell
belonged to the donee, and the donor's right referred to that of merely giving consent; that the 3. Lastly, the donee accepted the donation. In the case of Alejandro vs.
donor changed his intention by donating inter vivos  properties already donated mortis causa; Geraldez, 78 SCRA 245 (1977), we said that an acceptance clause is a mark
that the transfer to Mercedes' name of the tax declarations pertaining to the donated properties
implied that the donation was inter vivos; and that Mercedes did not purchase two of the six that the donation is inter vivos. Acceptance is a requirement for
parcels of land donated to her. donations inter vivos. Donations mortis causa, being in the form of a will,
are not required to be accepted by the donees during the donors' lifetime.
12. Hence, this instant petition for review filed by the Gestopa spouses.
4. Consequently, the Court of Appeals did not err in concluding that the right
13. Before us, petitioners allege that the appellate court overlooked the fact that to dispose of the properties belonged to the donee. The donor's right to give
the donor did not only reserve the right to enjoy the fruits of the properties, consent was merely intended to protect his usufructuary interests.
but also prohibited the donee from selling or disposing the land without the In Alejandro, we ruled that a limitation on the right to sell during the
consent and approval of the Danlag spouses. This implied that the donor donors' lifetime implied that ownership had passed to the donees and
still had control and ownership over the donated properties. Hence, the donation was already effective during the donors' lifetime.
donation was post mortem.
5. The attending circumstances in the execution of the subject donation also
ISSUES: demonstrated the real intent of the donor to transfer the ownership over the
1. W/N Crucial in resolving whether the donation was inter vivos or mortis subject properties upon its execution. 16 Prior to the execution of
causa is the determination of whether the donor intended to transfer the donation inter vivos, the Danlag spouses already executed three
ownership over the properties upon the execution of the deed.11  donations mortis causa. As correctly observed by the Court of Appeals, the
Danlag spouses were aware of the difference between the two donations. If
RATIO: they did not intend to donate inter vivos, they would not again donate the
1. In ascertaining the intention of the donor, all of the deed's provisions must four lots already donated mortis causa. Petitioners' counter argument that
be read together.12 The deed of donation dated January 16, 1973, in favor of this proposition was erroneous because six years after, the spouses changed
Mercedes contained the following: their intention with the deed of revocation, is not only disingenious but also
fallacious. Petitioners cannot use the deed of revocation to show the
a. "That for and in consideration of the love and affection which the Donor inspires in
the Donee and as an act of liberality and generosity, the Donor hereby gives, spouses' intent because its validity is one of the issues in this case.
donates, transfer and conveys by way of donation unto the herein Donee, her heirs,
assigns and successors, the above-described parcels of land;
6. Petitioners aver that Mercedes' tax declarations in her name can not be a
basis in determining the donor's intent. They claim that it is easy to get tax decision of the Court of Appeals dated August 31, 1993, is AFFIRMED.
declarations from the government offices such that tax declarations are not
considered proofs of ownership. However, unless proven otherwise, there is 3.) Alejandro v. Geraldez,
a presumption of regularity in the performance of official duties. 17 We find
that petitioners did not overcome this presumption of regularity in the G.R. No. L-33849, 18 August 1977 (cf. Arts. 728-732)
issuance of the tax declarations. We also note that the Court of Appeals did FACTS:
not refer to the tax declarations as proofs of ownership but only as evidence
of the intent by the donor to transfer ownership. 1. On
7. Petitioners assert that since private respondent purchased two of the six ISSUES:
parcels of land from the donor, she herself did not believe the donation 1. W/N
was inter vivos. As aptly noted by the Court of Appeals, however, it was
private respondent's husband who purchased the two parcels of land. RATIO:
8. As a rule, a finding of fact by the appellate court, especially when it is 1. T
supported by evidence on record, is binding on us.18 On the alleged purchase
by her husband of two parcels, it is reasonable to infer that the purchase was 4.) Republic v. Silim
without private respondent's consent. Purchase by her husband would make
the properties conjugal to her own disadvantage. That the purchase is G.R. No. 140487, 2 April 2001 (cf. Arts. 728-732)
against her self-interest, weighs strongly in her favor and gives credence to FACTS:
her claim that her husband was manipulated and unduly influenced to make
1. On Before the Court is a petition for review under Rule 45 seeking the reversal of the Decision
the purchase, in the first place.1âwphi1 of the Court of Appeals in CA-G.R. No. 43840, entitled Leon Silim, et al. vs. Wilfredo Palma,
et al., which declared null and void the donation made by respondents of a parcel of land in
9. Was the revocation valid? A valid donation, once accepted, becomes
favor of the Bureau of Public Schools, Municipality of Malangas, Zamboanga del Sur.
irrevocable, except on account of officiousness, failure by the donee to
comply with the charges imposed in the donation, or ingratitude. 19 The 2. On 17 December 1971, respondents, the Spouses Leon Silim and Ildefonsa
donor-spouses did not invoke any of these reasons in the deed of revocation. Mangubat, donated a 5,600 square meter parcel of land in favor of the
The deed merely stated: Bureau of Public Schools, Municipality of Malangas, Zamboanga del Sur
(BPS). In the Deed of Donation, respondents imposed the condition that the
a. "WHEREAS, while the said donation was a donation Inter Vivos, our intention
thereof is that of Mortis Causa so as we could be sure that in case of our death, the said property should "be used exclusively and forever for school purposes
above-described properties will be inherited and/or succeeded by Mercedes Danlag only."1 This donation was accepted by Gregorio Buendia, the District
de Pilapil; and that said intention is clearly shown in paragraph 3 of said donation to Supervisor of BPS, through an Affidavit of Acceptance and/or Confirmation
the effect that the Donee cannot dispose and/or sell the properties donated during
our life-time, and that we are the one enjoying all the fruits thereof."20 
of Donation.

10. Petitioners cited Mercedes' vehemence in prohibiting the donor to gather 3. Through a fund raising campaign spearheaded by the Parent-Teachers
coconut trees and her filing of instant petition for quieting of title. There is Association of Barangay Kauswagan, a school building was constructed on
nothing on record, however, showing that private respondent prohibited the the donated land. However, the Bagong Lipunan school building that was
donors from gathering coconuts. Even assuming that Mercedes prevented supposed to be allocated for the donated parcel of land in Barangay
the donor from gathering coconuts, this could hardly be considered an act Kauswagan could not be released since the government required that it be
covered by Article 765 of the Civil Code. 21 Nor does this Article cover built upon a one (1) hectare parcel of land. To remedy this predicament,
respondent's filing of the petition for quieting of title, where she merely Assistant School Division Superintendent of the Province of Zamboanga del
asserted what she believed was her right under the law. Sur, Sabdani Hadjirol, authorized District Supervisor Buendia to officially
transact for the exchange of the one-half (1/2) hectare old school site of
11. Finally, the records do not show that the donor-spouses instituted any action Kauswagan Elementary School to a new and suitable location which would
to revoke the donation in accordance with Article 769 of the Civil fit the specifications of the government. Pursuant to this, District Supervisor
Code.22 Consequently, the supposed revocation on September 29, 1979, had Buendia and Teresita Palma entered into a Deed of Exchange whereby the
no legal effect. donated lot was exchanged with the bigger lot owned by the latter.
12. WHEREFORE, the instant petition for review is DENIED. The assailed Consequently, the Bagong Lipunan school buildings were constructed on
the new school site and the school building previously erected on the 1. W/N
donated lot was dismantled and transferred to the new location.
RATIO:
4. When respondent Leon Silim saw, to his surprise, that Vice-Mayor
1. Petitioner contends that the Court of Appeals erred in declaring the donation
Wilfredo Palma was constructing a house on the donated land, he asked the
null and void for the reason that the acceptance was not allegedly done in
latter why he was building a house on the property he donated to BPS. Vice
accordance with Articles 7456 and 7497 of the New Civil Code.
Mayor Wilfredo Palma replied that he is already the owner of the said
property. Respondent Leon Silim endeavored to stop the construction of the 2. We agree.
house on the donated property but Vice-Mayor Wilfredo Palma advised him
3. Donations, according to its purpose or cause, may be categorized as: (1)
to just file a case in court.
pure or simple; (2) remuneratory or compensatory; (3) conditional or modal;
5. On February 10, 1982, respondents filed a Complaint for Revocation and and (4) onerous. A pure or simple donation is one where the underlying
Cancellation of Conditional Donation, Annulment of Deed of Exchange and cause is plain gratuity.8 This is donation in its truest form. On the other
Recovery of Possession and Ownership of Real Property with damages hand, a remuneratory or compensatory donation is one made for the purpose
against Vice Mayor Wilfredo Palma, Teresita Palma, District Supervisor of rewarding the donee for past services, which services do not amount to a
Buendia and the BPS before the Regional Trial Court of Pagadian City, demandable debt.9 
Branch 21.
4. A conditional or modal donation is one where the donation is made in
6. In its Decision dated 20 August 1993, the trial court dismissed the complaint for lack of consideration of future services or where the donor imposes certain
merit.2 The pertinent portion of the decision reads:
conditions, limitations or charges upon the donee, the value of which is
a. Thus, it is the considered view of this Court that there was no breach or violation of inferior than that of the donation given.10 Finally, an onerous donation is that
the condition imposed in the subject Deed of Donation by the donee. The exchange which imposes upon the donee a reciprocal obligation or, to be more
is proper since it is still for the exclusive use for school purposes and for the
expansion and improvement of the school facilities within the community. The precise, this is the kind of donation made for a valuable consideration, the
Deed of Exchange is but a continuity of the desired purpose of the donation made cost of which is equal to or more than the thing donated.11 
by plaintiff Leon Silim.
5. Of all the foregoing classifications, donations of the onerous type are the
b. In sum, it may be safely stated that the aforesaid transaction of exchange is a (sic) most distinct. This is because, unlike the other forms of donation, the
exception to the law invoked by the plaintiffs (Art. 764, Civil Code). The donee,
being the State had the greater reciprocity of interest in the gratuitous and onerous validity of and the rights and obligations of the parties involved in an
contract of donation. It would be illogical and selfish for the donor to technically onerous donation is completely governed not by the law on donations but by
preclude the donee from expanding its school site and improvement of its school the law on contracts. In this regard, Article 733 of the New Civil Code
facilities, a paramount objective of the donee in promoting the general welfare and provides:
interests of the people of Barangay Kauswagan. But it is a well-settled rule that if
the contract is onerous, such as the Deed of Donation in question, the doubt shall be a. Art. 733. Donations with an onerous cause shall be governed by the rules on
settled in favor of the greatest reciprocity of interests, which in the instant case, is contracts, and remuneratory donations by the provisions of the present Title as
the donee. regards that portion which exceeds the value of the burden imposed.
c. x     x     x 6. The donation involved in the present controversy is one which is onerous
d. WHEREFORE, in view of all the foregoing, judgement is hereby rendered: since there is a burden imposed upon the donee to build a school on the
e. 1. Dismissing the complaint for lack of merit;
donated property.12 
f. 2. Dismissing the counterclaim for the sake of harmony and reconciliation between 7. The Court of Appeals held that there was no valid acceptance of the
the parties; donation because:
g. 3. With costs against plaintiffs. a. x     x     x
7. Not satisfied with the decision of the trial court, respondents elevated the case to the Court of b. Under the law the donation is void if there is no acceptance. The acceptance may
Appeals. In its Decision dated 22 October 1999, the Court of Appeals reversed the decision of either be in the same document as the deed of donation or in a separate public
the trial court and declared the donation null and void on the grounds that the donation was not instrument. If the acceptance is in a separate instrument, "the donor shall be notified
properly accepted and the condition imposed on the donation was violated.4  thereof in an authentic form, and his step shall be noted in both instruments.

8. Hence, the present case where petitioner raises the following issues: c. "Title to immovable property does not pass from the donor to the donee by virtue of
a deed of donation until and unless it has been accepted in a public instrument and
ISSUES: the donor duly noticed thereof. (Abellera vs. Balanag, 37 Phils. 85; Alejandro vs.
Geraldez, 78 SCRA 245). If the acceptance does not appear in the same document, it their brief did respondents question the validity of the donation on the basis
must be made in another. Solemn words are not necessary; it is sufficient if it shows
of the alleged defect in the acceptance thereof. If there was such a defect,
the intention to accept, But in this case, it is necessary that formal notice thereof be
given to the donor and the fact that due notice has been given it must be noted in why did it take respondents more than ten (10) years from the date of the
both instruments (that containing the offer to donate and that showing acceptance). donation to question its validity? In the very least, they are guilty of
Then and only then is the donation perfected. (11 Manresa 155-11, cited in Vol. II, estoppel.14 
Civil Code of the Philippines by Tolentino.)."
d. This Court perused carefully the Deed of Donation marked as exhibit "A" and "1"
11. Respondents further argue that assuming there was a valid acceptance of the
to determine whether there was acceptance of the donation. This Court found none. donation, the acceptance was not noted in the Deed of Donation as required
We further examined the record if there is another document which embodies the in Article 749 of the Civil Code, hence, the donation is void.
acceptance, we found one. Although the Court found that in the offer of exhibits of
the defendants, a supposed affidavit of acceptance and/or confirmation of the 12. The purpose of the formal requirement for acceptance of a donation is to
donation, marked as exhibit "8" appears to have been offered. ensure that such acceptance is duly communicated to the donor. Thus,
e. However, there is nothing in the record that the exhibits offered by the defendants in Pajarillo vs. Intermediate Appellate Court,15 the Court held:
have been admitted nor such exhibits appear on record.
a. There is no question that the donation was accepted in a separate public instrument
f. Assuming that there was such an exhibit, the said supposed acceptance was not and that it was duly communicated to the donors. Even the petitioners cannot deny
noted in the Deed of Donation as required under Art. 749 of the Civil Code. And this. But what they do contend is that such acceptance was not "noted in both
according to Manresa, supra, a noted civilist, the notation is one of the requirements instruments," meaning the extrajudicial partition itself and the instrument of
of perfecting a donation. In other words, without such a notation, the contract is not acceptance, as required by the Civil Code.
perfected contract. Since the donation is not perfected, the contract is therefore not
b. That is perfectly true. There is nothing in either of the two instruments showing that
valid.13 
"authentic notice" of the acceptance was made by Salud to Juana and Felipe. And
g. x     x     x while the first instrument contains the statement that "the donee does hereby accept
this donation and does hereby express her gratitude for the kindness and liberality
h. We hold that there was a valid acceptance of the donation. of the donor," the only signatories thereof were Felipe Balane and Juana Balane de
Suterio. That was in fact the reason for the separate instrument of acceptance signed
i. Sections 745 and 749 of the New Civil Code provide:
by Salud a month later.
j. ART. 745. The donee must accept the donation personally, or through an authorized
c. A strict interpretation of Article 633 can lead to no other conclusion that the
person with a special power for the purpose, or with a general and sufficient power;
annulment of the donation for being defective in form as urged by the petitioners.
otherwise the donation shall be void.
This would be in keeping with the unmistakable language of the above-quoted
k. ART. 749. In order that the donation of an immovable may be laid, it must be made provision. However, we find that under the circumstances of the present case, a
in a public document, specifying therein the property donated and the value of the literal adherence to the requirement of the law might result not in justice to the
charge which the donee must satisfy. parties but conversely a distortion of their intentions. It is also a policy of the Court
to avoid such as interpretation.
l. The acceptance may be made in the same deed of donation or in a separate public
document, but it shall not take effect unless it is done during the lifetime of the d. The purpose of the formal requirement is to insure that the acceptance of the
donor. donation is duly communicated to the donor. In the case at bar, it is not even
suggested that Juana was unaware of the acceptance for she in fact confirmed it
m. If the acceptance is made in a separate instrument, the donor shall be notified later and requested that the donated land be not registered during her lifetime by
thereof in an authentic form, and this step shall be noted in both instruments Salud. Given this significant evidence, the Court cannot in conscience declare the
donation ineffective because there is no notation in the extrajudicial settlement of
8. Private respondents, as shown above, admit that in the offer of exhibits by the donee's acceptance. That would be placing too much stress on mere form over
the defendants in the trial court, an affidavit of acceptance and/or substance. It would also disregard the clear reality of the acceptance of the donation
confirmation of the donation, marked as Exhibit "8," was offered in as manifested in the separate instrument dated June 20, 1946, and as later
evidence. However, private respondents now question this exhibit because, acknowledged by Juan.
according to them "there is nothing in the record that the exhibits offered by 13. In the case at bar, a school building was immediately constructed after the
the defendants have been admitted nor such exhibit appear on record." donation was executed. Respondents had knowledge of the existence of the
9. Respondents' stance does not persuade. The written acceptance of the school building put up on the donated lot through the efforts of the Parents-
donation having been considered by the trial court in arriving at its decision, Teachers Association of Barangay Kauswagan. It was when the school
there is the presumption that this exhibit was properly offered and admitted building was being dismantled and transferred to the new site and when
by the court. Vice-Mayor Wilfredo Palma was constructing a house on the donated
property that respondents came to know of the Deed of Exchange. The
10. Moreover, this issue was never raised in the Court of Appeals. Nowhere in actual knowledge by respondents of the construction and existence of
the school building fulfilled the legal requirement that the acceptance of
the donation by the donee be communicated to the donor. 
14. On respondents' claim, which was upheld by the Court of Appeals, that the
acceptance by BPS District Supervisor Gregorio Buendia of the donation
was ineffective because of the absence of a special power of attorney from
the Republic of the Philippines, it is undisputed that the donation was made
in favor of the Bureau of Public Schools. Such being the case, his
acceptance was authorized under Section 47 of the 1987 Administrative
Code which states:
a. SEC. 47.  Contracts and Conveyances. - Contracts or conveyances may be executed
for and in behalf of the Government or of any of its branches, subdivisions,
agencies, or instrumentalities, whenever demanded by the exigency or exigencies of
the service and as long as the same are not prohibited by law.

15. Finally, it is respondents' submission that the donee, in exchanging the


donated lot with a bigger lot, violated the condition in the donation that
the lot be exclusively used for school purposes only.
16. What does the phrase "exclusively used for school purposes" convey?
"School" is simply an institution or place of education. 16 "Purpose" is
defined as "that which one sets before him to accomplish or attain; an end,
intention, or aim, object, plan, project. Term is synonymous with the ends
sought, an object to be attained, an intention, etc." 17 "Exclusive" means
"excluding or having power to exclude (as by preventing entrance or
debarring from possession, participation, or use); limiting or limited to
possession, control or use.18 
17. Without the slightest doubt, the condition for the donation was not in
any way violated when the lot donated was exchanged with another
one. The purpose for the donation remains the same, which is for the
establishment of a school. The exclusivity of the purpose was not altered
or affected. In fact, the exchange of the lot for a much bigger one was in
furtherance and enhancement of the purpose of the donation. The
acquisition of the bigger lot paved the way for the release of funds for the
construction of Bagong Lipunan school building which could not be
accommodated by the limited area of the donated lot.
18. WHEREFORE, the decision of the Court of Appeals is hereby REVERSED
and SET ASIDE and the decision of the Regional Trial Court is
REINSTATED.
naked ownership of the donated properties passes to the donee during the donor's
lifetime, not by reason of his death but because of the deed of donation, then the
donation is inter vivos.

T003 Alejandro v. Geraldez (CELAJE)


FACTS:
G.R. No. L-33849 | 18 August 1977 | Aquino, J. | Mortis Causa v. Inter Vivos
15. This is a case about donations inter vivos and mortis causa . The bone of
G.R. No. L-33849 August 18, 1977 contention is Lot No. 2502 of the Lolomboy Friar Lands Estate with an area
of 5,678 square meters, situated in Sta. Maria, Bulacan and covered by
TEODORICO ALEJANDRO, et al., petitioners, 
Transfer Certificate of Title No. 7336.
vs.
HON. AMBROSIO M. GERALDEZ, ANDREA DIAZ and ANGEL 16. ****Note: Only Lot 2502 is material to the case.
DIAZ, respondents. 17. On January 20, 1949 the spouses Gabino (Gavino) Diaz and Severa
Mendoza, their daughter-in-law Regina Fernando and their three children,
G.R. No. L-33968 August 18, 1977 Olimpia Diaz, Angel Diaz and Andrea Diaz, executed a deed of donation
ANDREA DIAZ, petitioner, covering eight lots of the Lolomboy Friar Lands Estate, owned by the Diaz
vs. spouses, located at Barrio Parada, Sta. Maria, Bulacan.
HON. AMBROSIO M. GERALDEZ, , TEODORICO ALEJANDRO, et al., 18. Gabino Diaz died in 1962. On October 20, 1964 Severa Mendoza and her two children, Andrea
Diaz and Angel Diaz, executed a deed of donation denominated as "Kasulatan ng Pagbibigay
respondents. na Magkakabisa Pagkamatay (Donation Mortis causa )" over one-half of Lot No. 2377-A,
which is a portion of Lot No. 2377 of the Lolomboy Friar Lands Estate.
SUMMARY: The bone of contention is Lot No. 2502. On January 20, 1949 the 19. In that deed of donation, Severa Mendoza donated to Andrea Diaz her one-half share in Lot
spouses Gabino (Gavino) Diaz and Severa Mendoza, their daughter-in-law 2377-A, which one-half share is Identified as Lot 2377-A-1, on condition that Andrea Diaz
would bear the funeral expenses to be incurred after the donor's death. She died in 1964.
Regina Fernando and their three children, Olimpia Diaz, Angel Diaz and Andrea
Diaz, executed a deed of donation covering eight lots of the Lolomboy Friar 20. It should be noted that the other one-half share in Lot 2377-A or Lot No. 2377-A-2 was
previously adjudicated to Angel Diaz because he defrayed the funeral expenses on the occasion
Lands Estate, owned by the Diaz spouses, located at Barrio Parada, Sta. Maria, of the death of Gabino Diaz.
Bulacan. ½ went to Angel Diaz and the other half went to Andrea Diaz.
21. On May 12, 1970 Andrea Diaz sued her brother, Angel Diaz, in the Court of
Eventually, respondent Teodorico Alejandro, the surviving spouse of Olimpia First Instance of Bulacan, Sta. Maria Branch V for the partition of Lots Nos.
Diaz (the child who did get a share in the donation), and their children 2377-A and 2502 (Civil Case No. SM-357).
intervened in the said case, claiming one-third of Lot No. 2502. The intervenors
22. Teodorico Alejandro, the surviving spouse of Olimpia Diaz (the child who
claimed that the 1949 donation was a void mortis causa disposition. Issue: W/N did get a share in the donation), and their children intervened in the said
the donation to Andrea and Angel Diaz was a donation inter vivos or donation case. They claimed one-third of Lot No. 2502. Angel Diaz alleged in his
mortis causa. Inter vivos because it took effect during the lifetime of the donors. answer that he had been occupying his share of Lot No. 2502 "for more than
It was already effective during the donors' lifetime, or immediately after the twenty years". The intervenors claimed that the 1949 donation was a
execution of the deed.  void mortis causa disposition. 
23. On March 15, 1971 the lower court rendered a partial decision with respect
DOCTRINE: If the donation is made in contemplation of the donor's death, to Lot No. 2377-A. The case was continued with respect to Lot No. 2502 in
meaning that the full or naked ownership of the donated properties will pass to the 1949 deed of donation.
the donee only because of the donor's death, then it is at that time that the 24. RTC: The trial court in its decision of June 30, 1971 held that the said deed of donation was a
donation takes effect, and it is a donation mortis causa which should be donation mortis causa because the ownership of the properties donated did not pass to the
embodied in a last will and testament. But if the donation takes effect during the donees during the donors' lifetime but was transmitted to the donees only "upon the death of
the donors".  However, it sustained the division of Lot No. 2502 into two equal parts between
donor's lifetime or independently of the donor's death, meaning that the full or Angel Diaz and Andrea Diaz on the theory that the said deed of donation was effective "as an
extra-judicial partition among the parents and their children. Consequently, the Alejandro right of free disposition would place the inter vivos character of the
intervenors were not given any share in Lot No. 2502. Alejandro MR denied.
donation beyond dispute.
25. Andrea Diaz and the Alejandro intervenors filed separate appeals to this 21. From the aforequoted articles 728 to 732, it is evident that it is the time of
Court. Andrea Diaz contends that the 1949 deed of donation is a valid effectivity (aside from the form) which distinguishes a donation inter
donation inter vivos and that the trial court erred in deleting the award for vivos from a donation mortis causa. And the effectivity is determined by the
attorney's fees. The Alejandro intervenors contend that the said donation time when the full or naked ownership (dominum plenum or dominium
is mortis causa; that they are entitled to a one-third share in Lot No, 2502, directum) of the donated properties is transmitted to the donees. The
and that the trial court erred in characterizing the deed as a valid partition. execution of a public instrument is a mode of delivery or tradition.
22. If the donation is made in contemplation of the donor's death, meaning that
ISSUES: the full or naked ownership of the donated properties will pass to the donee
only because of the donor's death, then it is at that time that the donation
2. W/N the donation to Andrea and Angel Diaz was a donation inter vivos or takes effect, and it is a donation mortis causa which should be embodied in
donation mortis causa. Inter vivos because it took effect during the lifetime a last will and testament.
of the donors. It was already effective during the donors' lifetime, or
immediately after the execution of the deed.  23. But if the donation takes effect during the donor's lifetime or independently
of the donor's death, meaning that the full or naked ownership (nuda
proprietas) of the donated properties passes to the donee during the donor's
RULING: WHEREFORE, the trial court's amended decision is reversed insofar as it lifetime, not by reason of his death but because of the deed of donation, then
pronounces that the deed of donation is void. That donation is declared valid as a the donation is inter vivos.
donation inter vivos. The disputed lot should be partitioned in accordance with that 24. The effectivity of the donation should be ascertained from the deed of
deed between Andrea Diaz and Angel Diaz. donation and the circumstances surrounding its execution. Where, for
example, it is apparent from the document of trust that the donee's
acquisition of the property or right accrued immediately upon the effectivity
RATIO: of the instrument and not upon the donor's death, the donation is inter vivos.
17. To resolve that issue, it is necessary to determine whether the deed of 25. What are the distinguishing characteristics of a donation mortis causa?
donation is inter vivos or mortis causa. Justice Reyes in the Bonsato case says that in a disposition post mortem (1)
18. Nature of donations inter vivos and mortis causa transfers. —An inter vivos the transfer conveys no title or ownership to the transferee before the death
donation of real property must be evidenced by a public document and of the transferor, or the transferor (meaning testator) retains the ownership,
should be accepted by the donee in the same deed of donation or in a full or naked; (2) the transfer is revocable before the transferor's death and
separate instrument. In the latter case, the donor should be notified of the revocability may be provided for indirectly by means of a reserved power in
acceptance in an authentic form and that step should be noted in both the donor to dispose of the properties conveyed, and (3) the transfer would
instruments. be void if the transferor survived the transferee.
19. On the other hand, a transfer mortis causa should be embodied in a last will 26. In other words, in a donation mortis causa it is the donor's death that
and testament (Art. 728, supra). It should not be called donation mortis determines that acquisition of, or the right to, the property donated, and the
causa . It is in reality a legacy (5 Manresa, Codigo Civil, 6th Ed., p. 107). If donation is revocable at the donor's will,
not embodied in a valid will, the donation is void. 27. Where the donation took effect immediately upon the donee's acceptance
20. This Court advised notaries to apprise donors of the necessity of clearly thereof and it was subject to the resolutory condition that the donation
specifying whether, notwithstanding the donation, they wish to retain the would be revoked if the donee did not give the donor a certain quantity of
right to control and dispose at will of the property before their death, rice or a sum of money, the donation is inter vivos.
without the consent or intervention of the beneficiary, since the reservation 28. It may be added that the fact that the donation is given in consideration of
of such right would be a conclusive indication that the transfer' would be love and affection or past or future services is not a characteristic of
effective only at the donor's death, and, therefore, the formalities of donations inter vivos because transfers mortis causa may be made also
testaments should be observed; while, a converso, the express waiver of the for those reasons.
29. There is difficulty in applying the distinctions to controversial cases because effective during the donors' lifetime, or immediately after the execution of
it is not easy sometimes to ascertain when the donation takes effect or when the deed. 
the full or naked title passes to the transferee.
36. In that clause it is stated that, in consideration of the affection and esteem of
30. The existence in the deed of donation of conflicting stipulations as to its the donors for the donees and the valuable services rendered by the donees
effectivity may generate doubt as to the donor's intention and as to the to the donors, the latter, by means of the deed of donation, wholeheartedly
nature of the donation. transfer and unconditionally give to the donees the lots mentioned and
described in the early part of the deed, free from any kind of liens and
31. Where the donor declared in the deed that the conveyance was mortis
debts: 
causa and forbade the registration of the deed before her death, the clear
inference is that the conveyance was not intended to produce any definitive a. Na dahil at alang-alang sa pagmamahal at masuyong pagtingin na taglay ng
NAGKAKALOOB (DONORS) sa Pinagkakalooban (DONEES) gayun din sa tapat
effect nor to pass any interest to the grantee except after her death. In such a at mahalagang paglilingkod noong mga lumipas na panahon na ginawa ng huli sa
case, the grantor's reservation of the right to dispose of the property during una ang nabanggit na nagkakaloob sa pamagitan ng kasulatang ito ng pagkakaloob
her lifetime means that the transfer is not binding on her until she dies. It (Donation) ay buong pusong inililipat at lubos na ibinibigay sa nasabing
does not mean that the title passed to the grantee during her lifetime. pinagkakalooban ang lupang binabanggit at makikilala sa unahan nito, laya sa ano
mang sagutin at pagkakautang, katulad nito: 
32. Examples of mortis causa transfer:
37. Following the above-ousted granting, habendum and warranty clause is the
a. (a) Where it was stated in the deed of donation that the donor wanted to give the donors' declaration that they donate (ipinagkakaloob) Lot No. 2502, the
donee something "to take effect after his death" and that "this donation shall
produce effect only by and because of the death of the donor, the property herein
property in litigation, in equal shares to their children Angel Diaz and
donated to pass title after the donor's death" (Howard vs. Padilla, 96 Phil. 983). In Andrea Diaz, the western part to Angel and the eastern part to Andrea. 
the Padilla case the donation was regarded as mortis causa  although the donated
property was delivered to the donee upon the execution of the deed and although the 38. The acceptance clause is another indication that the donation is inter
donation was accepted in the same deed.  vivos. Donations mortis causa , being in the form of a will, are never
b. (b) Where it was provided that the donated properties would be given to the donees
accepted by the donees during the donors' lifetime. Acceptance is a
after the expiration of thirty days from the donor's death, the grant was made in the requirement for donations inter vivos.
future tense, and the word "inherit" was used (Carino vs. Abaya, 70 Phil. 182). 
39. In the acceptance clause herein, the donees declare that they accept the
c. (c) Where the donor has the right to dispose of all the donated properties and the donation to their entire satisfaction and, by means of the deed, they
products thereof. Such reservation is tantamount to a reservation of the right to
revoke the donation (Bautista vs. Sabiniano 92 Phil. 244).  acknowledge and give importance to the generosity and solicitude shown by
the donors and sincerely thank them.
d. (d) Where the circumstances surrounding the execution of the deed of donation
reveal that the donation could not have taken effect before the donor's death and the 40. In the reddendum or reservation clause of the deed of donation, it is
rights to dispose of the donated properties and to enjoy the fruits remained with the stipulated that the donees would shoulder the expenses for the illness and
donor during her lifetime (David vs. Sison, 76 Phil. 418).  the funeral of the donors and that the donees cannot sell to a third person the
33. But if the deed of donation makes an actual conveyance of the property to donated properties during the donors' lifetime but if the sale is necessary to
the donee, subject to a life estate in the donors, the donation is inter vivos. defray the expenses and support of the donors, then the sale is valid. 
34. A clear instance where the donor made an inter vivos donation is found in 41. The limited right to dispose of the donated lots, which the deed gives to
De Guzman vs. Ibea 67 Phil. 633. In that case, it was provided in the deed the donees, implies that ownership had passed to them by means of' the
that the donor donated to the donee certain properties so that the donee donation and that, therefore, the donation was already effective during
"may hold the same as her own and always" and that the donee would the donors' lifetime. That is a characteristic of a donation inter vivos. 
administer the lands donated and deliver the fruits thereof to the donor, as 42. However, paragraph 3 of the reddendum in or reservation clause provides
long as the donor was alive, but upon the donor's death the said fruits would that "also, while we, the spouses Gabino Diaz and Severa Mendoza, are
belong to the donee. It was held that the naked ownership was conveyed to alive, our administration, right, and ownership of the lots mentioned earlier
the donee upon the execution of the deed of donation and, therefore, the as our properties shall continue but, upon our death, the right and ownership
donation became effective during the donor's lifetime. of the donees to each of the properties allocated to each of them shall be
35. Resolution of the instant case. — The donation in the instant case is inter fully effective." The foregoing is the translation of the last paragraph of the
vivos because it took effect during the lifetime of the donors. It was already deed of donation which reads: 
a. (3) Gayun din samantalang kaming mag-asawang Gabino Diaz at Severa Mendoza lifetime.
ay buhay, patuloy and aming pamamahala, karapatan, at pagkamayari sa mga
nasabing pagaari na sinasaysay sa unahan nito na pagaari namin; ngunit sakaling 52. It may he noted that in that deed Lot No. 2377 was divided into three equal
kami ay bawian ng buhay ng Panginoong Dios at mamatay na, ang mga karapatan parts: one-third was donated to Andrea Diaz and one-third to Angel Diaz.
at pagkamayari ng bawa't pinagkalooban (Donatorios) sa bawa't pagaari nauukol sa
bawa't isa ay may lubos na kapangyarihan.  The remaining one-third was reserved and retained by the donors, the
spouses Gabino Diaz and Severo Mendoza, for their support. That reserved
43. Evidently, the draftsman of the deed did not realize the discordant and one-third portion came to be known as Lot No. 2377-A.
ambivalent provisions thereof. The habendum clause indicates the transfer
of the ownership over the donated properties to the donees upon the 53. In 1964 or after the death of Gabino Diaz, his surviving spouse Severa
execution of the deed. But the reddendum clause seems to imply that the Mendoza executed a donation mortis causa wherein she conveyed to her
ownership was retained by the donors and would be transferred to the daughter, Andrea Diaz (plaintiff-appellant herein), her one-half share in Lot
donees only after their death.  No. 2377-A, which one-half share is known as Lot No. 2377-A-1, the other
half or Lot No. 2377-A-2 having been already conveyed to Angel Diaz. 
44. We have reflected on the meaning of the said contradictory clauses. All the
provisions of the deed, like those of a statute and testament, should be 54. That disposition of Lot No. 2377-A-2 clearly implies that the conveyance in
construed together in order to ascertain the intention of the parties. the 1949 deed of donation as to Lot No. 2377 took effect during the lifetime
of the donors, Gabino Diaz and Severa Mendoza, and proves that the 1949
45. Our conclusion is that the aforequoted paragraph 3 of the reddendum or donation was inter vivos. 
reservation clause refers to the beneficial ownership (dominium utile) and
not to the naked title and that what the donors reserved to themselves, by
means of that clause, was the management of the donated lots and the 1.
fruits thereof.
46. But, notwithstanding that reservation, the donation, as shown in
the habendum clause, was already effective during their lifetime and was 5.) Metropol v. Sambok
not made in contemplation of their death because the deed transferred to the
donees the naked ownership of the donated properties. G.R. No. L-39641 | February 28, 1983 | Castro, J.

47. That conclusion is further supported by the fact that in the deed of donation, FACTS:
out of the eight lots owned by the donors, only five were donated. Three 1. On
lots, Lots Nos. 4168, 2522 and 2521 were superfluously reserved for the
spouses or donors in addition to one- third of Lot No. 2377. ISSUES:

48. If the deed of donation in question was intended to be a mortis 1. W/N


causa disposition, then all the eight lots would have been donated or RATIO:
devised to the three children and daughter-in-law of the donors.
2. T
49. The trial court's conclusion that the said deed of donation, although void as
a donation inter vivos is valid "as an extrajudicial partition among the
parents and their children" is not well-taken. Article 1080 of the Civil Code
provides that should a person make a partition of his estate by an act inter
vivos or by will, such partition shall be respected, insofar as it does not
prejudice the legitime of the compulsory heirs." 
50. We have already observed that the said donation was not a partition of the
entire estate of the Diaz spouses since, actually, only five of the eight lots,
constituting their estate, were partitioned. Hence, that partition is not the
one contemplated in article 1080. 
51. There is another circumstance which strengthens' the view that
the 1949 deed of donation in question took effect during the donors'

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