Gonzales vs. Court of First Instance of Manila
Gonzales vs. Court of First Instance of Manila
Gonzales vs. Court of First Instance of Manila
* SECOND DIVISION
480
of the reservees at the time of the death of the reservor but become indefeasible when the
reservees predecease the reservor.
Same; Same; The reservee has only an inchoate right. He cannot impugn a conveyance
made by the reservor. On the other hand, the reservee has only an inchoate, expectant or
contingent right. His expectant right would disappear if he predeceased the reservor. It would
become absolute should the reservor predecease the reservee. The reservee cannot impugn
any conveyance made by the reservor but he can require that the reservable character of the
property be recognized by the purchaser.
481
contract regarding future inheritance (Velayo Bernardo vs. Siojo, 58 Phil. 89, 96). And there
right which he may alienate and dispose of
conditionally. The condition is that the alienation shall transfer ownership to the vendee only
if and when the reservee survives the reservor (Sienes vs. Esparcia, 111 Phil. 349, 353).
Same; Same; Case at bar involve a reserva troncal. In the instant case, the properties
in question were indubitably reservable properties in the hands of Mrs. Legarda
Undoubtedly, she was a reservor. The reservation became a certainty when at the time of her
death the reservees or relatives within the third degree of the prepositus Filomena Legarda
were living or they survived Mrs. Legarda.
Same; Same; All reservees are equally entitled to share in reserva troncal. This Court
noted that, while it is true that by giving the reservable property to only one reservee it did
not pass into the hands of strangers, nevertheless, it is likewise true that the heiress of the
reservor was only one of the reservees and there is no reason founded upon law and justice
why the other reservees should be deprived of their shares in the reservable property (pp. 894-
5).
AQUINO, J.:
Beatriz Legarda Gonzales appealed from the decision of the Court of First Instance
of Manila, dismissing her complaint for partition, accounting, reconveyance and
damages and holding, as not subject to reserva troncal, the properties which her
mother Filomena Roces inherited in 1943 from Filomena Legarda (Civil Case No.
73335). The facts are as follows: Benito Legarda y De la Paz, the son of Benito
Legarda y Tuason, died in Manila on June 17, 1933. He was survived by
482
482 SUPREME COURT REPORTS ANNOTATED
Gonzales vs. Court of First Instance of Manila
his widow, Filomena Roces, and their seven children: four daughters named Beatriz,
Rosario, Teresa and Filomena and three sons named Benito, Alejandro and Jose.
On July 12, 1939, the real properties left by Benito Legarda y Tuason 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 on March 19, 1943.
Her sole heiress was her mother, Filomena Roces Vda. de Legarda.
Mrs. Legarda executed on May 12, 1947 an affidavit adjudicating extrajudicially
to herself the properties which she inherited from her deceased daughter, Filomena
Legarda. The said properties consist of the following:
(a) Savings deposit in the National City Bank of New York with a credit balance of P3,699.63.
(b) 1,429 shares of the Benguet Consolidated Mining Company and a 1/7 interest in certain
shares of the San Miguel Brewery, Tuason & Legarda, Ltd., Philippine Guaranty Company,
Insular Life Assurance Company and the Manila Times.
(c) 1/7 of the properties described in TCT Nos. 80226, 80237 to 80243 (7 titles), 80260,
80261 and 57512 of the Manila registry of deeds.
1/21st of the properties covered by TCT Nos. 48164, 84714, 48201, 48202, 48205, 48203,
48206, 48160 and 48192 of the Manila registry of deeds;
l/21st of the property described in TCT No. 4475 of the registry of deeds of Rizal, now
Quezon City; l/14th of the property described in TCT No. 966 of the registry of deeds of
Baguio;
l/7th of the lot and improvements at 127 Aviles described in TCT No. 41862 of the Manila
registry of deeds;
l/7th of the lots and improvements at 181 San Rafael described in TCT Nos. 50495 and
48161 of the Manila registry of deeds;
l/7th of the property described in TCT No. 48163 of the Manila registry of deeds (Streets);
l/21st of the properties described in TCT Nos. 48199 and 57551 of the Manila registry of
deeds (Streets and Estero);
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VOL. 104, MAY 19, 1981 483
Gonzales vs. Court of First Instance of Manila
2/21st of the property described in TCT No. 13458 of the registry of deeds of Tayabas.
These are the properties in litigation in this case. 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 on March 6, 1953 executed two handwritten 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). The document reads:
During the period from July, 1958 to February, 1959 Mrs. Legarda and her six
surviving children partitioned the properties consisting of the one-third share in the
estate of Benito Legarda y Tuason which the children inherited in representation of
their father, Benito Legarda y De la Paz.
Mrs. Legarda died on September 22, 1967. Her will was admitted to probate as a
holographic will in the order dated July 16, 1968 of the Court of First Instance of
Manila in Special Proceeding No. 70878, Testate Estate of Filomena Roces Vda. de
Legarda. The decree of probate was affirmed by the Court of Appeals in Legarda vs.
Gonzales, CA-G.R. No. 43480-R, July 30, 1976.
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484 SUPREME COURT REPORTS ANNOTATED
Gonzales vs. Court of First Instance of Manila
In the testate proceeding, Beatriz Legarda Gonzales, a daughter of the testatrix, filed
properties which she inherited from her deceased daughter, Filomena, on the ground
that said properties are reservable properties which should be inherited by Filomena
Alejandro and Jose, all surnamed Legarda. That motion was opposed by the
administrator, Benito F. Legarda.
Without awaiting the resolution on that motion, Mrs. Gonzales filed on June 20,
1968 an ordinary civil action against her brothers, sisters, nephews and nieces and
rties
are reservable properties which Mrs. Legarda could not bequeath in her holographic
will to her grandchildren to the ex elusion of her three daughters and her three sons
(See Paz vs. Madrigal, 100 Phil. 1085).
As already stated, the lower court dismissed the action of Mrs. Gonzales. In this
appeal under Republic Act No. 5440 she contends in her six assignments of error that
the lower court erred in not regarding the properties in question as reservable
properties under article 891 of the Civil Code.
On the other hand, defendants-appellees in their six counter-assignments of error
contend that the lower court fired in not holding that Mrs. Legarda acquired the
estate of her daughter Filomena Legarda in exchange for her conjugal and hereditary
shares in the estate of her husband Benito Legarda y De la Paz and in not holding
that Mrs. Gonzales waived her right to the reservable properties and that her claim
is barred by estoppel, laches and prescription.
The preliminary issue raised by the private respondents as to the timeliness of
por titulo lucrativo de otro ascendiente, o de un hermano, se halla obligado a reservar los que
hubiere adquirido por ministerio de la ley en favor de los parientes que esten dentro del tercer
the latter
may have acquired by gratuitous title from another ascendant, or a brother or sister, is
obliged to reserve such property as he may have acquired by operation of law for the benefit
of relatives who are within the third degree and who belong to the line from which said
and dispose of conditionally. The condition is that the alienation shall transfer
ownership to the vendee only if and when the reservee survives the reservor (Sienes
vs. Esparcia, 111 Phil. 349, 353).
reservatario receives the property as a conditional heir of the descendant
(prepositus), said property merely reverting to the line of origin from which it had
temporarily and accidentally strayed during the lifetime. The authorities
are all agreed that there being reservatarios that survive the reservista, the latter
must be deemed to have enjoyed no more than a life interest in the reservable
property. J. J.B.L. Reyes in Cano vs. Director of Lands, 105 Phil. 1, 5.)
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VOL. 104, MAY 19, 1981 491
Gonzales vs. Court of First Instance of Manila
lifetime, the reservatarios, who are the ultimate
acquirers of the property, can already assert the right to prevent the reservista from
doing anything that might frustrate their reversionary right, and, for this purpose,
they can compel the annotation of their right in the registry of property even while
the reservista is alive (Ley Hipotecaria de Ultramar, Arts. 168, 199; Edroso vs.
Sablan, 25 Phil. 295).
natural heirs of the reservista. It is likewise clear that the reservable property is no
part of the estate of the reservista who may not dispose of them (it) by will, so long as
there are reservatarios existing (Arroyo vs. Gerona, 58 Phil. 226, 237).
reservista but from the
descendant prepositus, of whom the reservatarios are the heirs mortis causa, subject
to the condition that they must survive the (Sanchez Roman, Vol. VI,
Tomo 2, p. 286; Manresa, Commentaries, Vol. 6, 6th Ed., pp. 274, 310, cited
by J. J.B.L. Reyes in Padura vs. Baldovino, L-11960, December 27, 1958, 104 Phil.
1065).
Hence, upon the death, the reservatario nearest to
the prepositus
Cano vs. Director of Lands, 105 Phil. 1, 5.)
In the instant case, the properties in question were indubitably reservable
properties in the hands of Mrs. Legarda. Undoubtedly, she was a reservor. The
reservation became a certainty when at the time of her death the reservees or
relatives within the third degree of the prepositus Filomena Legarda were living or
they survived Mrs. Legarda.
So, the ultimate issue in this case is whether Mrs. Legarda, as reservor, could
convey the reservable properties by will or mortis causa to the reservees within
the third degree (her sixteen grandchildren) to the exclusion of the reservees in
the second degree, her three daughters and three sons.
As indicated at the outset, that issue is already res judicata or cosa juzgada.
492
492 SUPREME COURT REPORTS ANNOTATED
Gonzales vs. Court of First Instance of Manila
We hold that Mrs. Legarda could not convey in her holographic will to her sixteen
grandchildren the reservable properties which she had inherited from her daughter
Filomena because the reservable properties did not form part of her estate (Cabardo
vs. Villanueva, 44 Phil. 186, 191). The reservor cannot make a disposition mortis
causa of the reservable properties as long as the reservees survived the reservor.
As repeatedly held in the Cano and Padura cases, the reservees inherit the
reservable properties from the prepositus, not from the reservor.
Article 891 clearly indicates that the reservable properties should be inherited by
all the nearest relatives within the third degree from the prepositus who in this case
are the six children of Mrs. Legarda. She could not select the reservees to whom the
reservable property should be given and deprive the other reservees of their share
therein.
To allow the reservor in this case to make a testamentary disposition of the
reservable properties in favor of the reservees in the third degree and, consequently,
to ignore the reservees in the second degree would be a glaring violation of article 891.
That testamentary disposition cannot be allowed.
We have stated earlier that this case is governed by the doctrine of Florentino vs.
Florentino, 40 Phil. 480, a similar case, where it was ruled:
reservista)
together with his own property in favor of another of his descendants as forced heir, forms no
ce nor of the legitime, for the reason that, as said property
continued to be reservable, the heir receiving the same as an inheritance from his ascendant
has the strict obligation of its delivery to the relatives, within the third degree, of the
predecessor in interest (prepositus), without prejudicing the right of the heir to an aliquot
part of the property, if he has at the same time the right of a (reservee).
In the Florentino case, it appears that Apolonio Florentino II and his second wife
Severina Faz de Leon begot two children, Mercedes and Apolonio III. These two
inherited pro-
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VOL. 104, MAY 19, 1981 493
Gonzales vs. Court of First Instance of Manila
inherited by his mother, Severina, who died in 1908. In her will, she instituted her
daughter Mercedes as heiress to all her properties, including those coming from her
deceased husband through their son, Apolonio III.
The surviving children, begotten by Apolonio II with his first wife Antonia Faz de
Leon and the descendants of the deceased children of his first marriage, sued
Mercedes Florentino for the recovery of their share in the reservable properties,
which Severina de Leon had inherited from Apolonio III, which the latter had
inherited from his father Apolonio II and which Severina willed to her daughter
Mercedes.
be disposed of in
by this Court.
It was held that the said properties, being reservable properties, did not form part
alone.
As there were seven reservees, Mercedes was entitled, as a reservee, to one-
seventh of the properties. The other six-sevenths portions were adjudicated to the
other six reservees.
Under the rule of stare decisis et non quieta movere, we are bound to follow in this
case the doctrine of the Florentino case. That doctrine means that as long as during
That holding is erroneous. The reservation could have been extinguished only by
death, there were (and still are) reservees belonging to the second and third degrees,
the disputed properties did not lose their reservable character. The disposition of the
said properties should be made in accordance with article 891 or the rule on reserva
troncal and not in
Cano vs. Director of Lands, 105 Phil. 1,
4).
adjudged that the properties inherited by Filomena Roces Vda. de Legarda from her
daughter Filomena Legarda, with all the fruits and accessions thereof, are reservable
properties which belong to Beatriz, Rosario, Teresa, Benito, Alejandro and Jose, all
surnamed Legarda y Roces, as reservees. The shares of Rosario L. Valdes and Benito
F. Legarda, who died in 1969 and 1973, respectively, should pertain to their
respective heirs. Costs against the private respondents.
SO ORDERED.
Barredo, Guerrero, Abad Santos and De Castro, JJ., concur.
Justice Concepcion Jr., is on leave. Justice Guerrero was designated to sit in
the Second Division.
Petition granted.
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496 SUPREME COURT REPORTS ANNOTATED
Gonzales vs. Court of First Instance of Manila
Notes. The requisite conditions for tax purposes before a court may issue an
paid; (2) when sufficient bond is given to meet the payment of the inheritance tax and
all other obligations of the estate; or (3) when the payment of the said tax and all
other obligations has been provided for. (Vera vs. Navarro, 79 SCRA 408)
The cause of action of the reservee of a piece of property subject of reserva troncal
does not arise until the reservor dies (Chua vs. Court of First Instance, 78 SCRA 412)
For purposes of reserva troncal there is gratuitous transfer when the recipient does
not give anything in return and it matters not that the property is subject to prior
charges, such as an order of the court imposing the payment of a certain sum of money
owned by the deceased. (Chua vs. Court of First Instance, 78 SCRA 412)
cession of rights in favor of the legatees and heirs named in the will cut
off whatever claims they may have had to the properties of the estate for distribution
(Corpus vs. Corpus, 7 SCRA 817)
A proceeding for the probate of a will is one in rem, such that with the
interested in said will or in the settlement of the estate of the deceased. (Abut vs.
Abut, 45 SCRA 326)
Inability among the heirs to reach a novatory accord can not invalidate the original
compromise among them and any of the latter is justified in finally seeking a court
order for the approval and enforcement of such compromise. (De Borja vs. Vda. de
Borja, 46 SCRA 577)
The better practice, however, for the heir who has not received his share, is to
demand his share through a proper motion in the same probate or administration
proceedings it it had already been closed, and not through an independent action,
which would be tried by another court or Judge which may thus reverse a decision or
order of the probate or intestate court already final and executed and reshuffle
properties long
497
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