55 de Roma vs. CA GR No. L-46903

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55

De Roma vs. CA
G.R. No. L-46903 152 SCRA 205
July 23, 1987
CRUZ, J:

Testator: Candelaria de Roma, April 30,1971


Proponent: Felicidad Caringal
Oppositor: Rosalinda de Roma
Type of Succession: Intestate

FACTS:
Candelaria de Roma had two legally adopted daughters, Buhay de Roma and Rosalinda de Roma.
She died intestate on April 30, 1971, and administration proceedings were instituted in the Court of First
Instance of Laguna by the private respondent as guardian of Rosalinda. Buhay was appointed administrator
and in due time filed an inventory of the estate. This was opposed by Rosalinda on the ground that certain
properties earlier donated by Candelaria to Buhay, and the fruits thereof, had not been included
The properties in question consisted of seven parcels of coconut , what the parties cannot agree upon
is whether these lands are subject to collation. The private respondent rigorously argues that it is,
conformably to Article 1061 of the Civil Code. Buhay, for her part, citing Article 1062, claims she has no
obligation to collate because the decedent prohibited such collation and the donation was not officious.
The two articles provide as follows:
Article 1061. Every compulsory heir, who succeeds with other compulsory heirs, must bring
into the mass of the estate any property or right which he may have received from the decedent
during the lifetime of the latter, by way of donation, or any other gratuitous title, in order that it may
be computed in the determination of the legitime of each heir, and in the account of the partition.
Article 1062. Collation shall not take place among compulsory heirs if the donor should have
so expressly provided, or if the donor should repudiate the inheritance, unless the donation should be
reduced as inofficious.
The issue was resolved in favor of Buhay, which held that the decedent, when she made the donation
in favor of Buhay, expressly prohibited collation. Moreover, the donation did not impair the legitimes of the
two adopted daughters as it could be accommodated in the free portion of Candelaria's estate.
On appeal, the Court held that the deed of donation contained no express prohibition to collate as an
exception to Article 1062. Accordingly, it ordered collation and equally divided the net estate of the
decedent, including the fruits of the donated property, between Buhay and Rosalinda.

ISSUE:
Whether or not there was an express prohibition to collate.

RULING:
None, there is nothing in the deed of donation executed by Candelaria that expressly prohibits the
collation of the donated properties.

The pertinent portions of the deed of donation are as follows:


IKALAWA. Na alang-alang sa aking pagmamahal, pagtingin at pagsisilbi sa akin ng aking
anak na si BUHAY DE ROMA, kasal kay Arabella Castaneda, may karampatang gulang,
mamamayang Pilipino at naninirahan at may pahatirang-sulat din dito sa Lunsod ng San Pablo sa
pamamagitan ng kasulatang ito ay kusang-loob kong ibinibigay, ipinagkakaloob at inililipat sa
nabanggit na BUHAY DE ROMA, sa kanyang mga kahalili at tagapagmana, sa pamamagitan ng
pagbibigay na di na mababawing muli, ang lahat ng mga lagay ng lupa na sinasabi sa itaas, sa ilalim
ng kasunduan na ngayon pa ay siya na ang nagmamay-aring tunay ng mga lupang ito at kanya nang
maaring ipalipat ang mga hoja declaratoria ng mga lupang ito sa kanyang pangalan, datapwa't
samantalang ako ay nabubuhay, ay ako rin ang makikinabang sa mga mapuputi at mamomosesion sa
mga nasabing lupa;
As the said court correctly observed, the phrase "sa pamamagitan ng pagbibigay na di na
mababawing muli" merely described the donation as "irrevocable" and should not be construed as an express
prohibition against collation. The fact that a donation is irrevocable does not necessarily exempt the subject
thereof from the collation required under Article 1061.
Anything less than such express prohibition will not suffice under the clear language of Article 1062.
The suggestion that there was an implied prohibition because the properties donated were imputable to the
free portion of the decedent's estate merits little consideration. Imputation is not the question here, nor is it
claimed that the disputed donation is officious The sole issue is whether or not there was an express
prohibition to collate, and we see none.

DOCTRINE/PRINCIPLE:
The intention to exempt from collation should be expressed plainly and unequivocally as an
exception to the general rule announced in Article 1062. Absent such a clear indication of that intention, we
apply not the exception but the rule, which is categorical enough.

Digested by: Micaela Binuya

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