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PROPERTY LAW l Tanya de la Cruz Ibanez JD2 407

Nature of benefit to dominant estate


CHAPTER 1 – EASEMENTS IN GENERAL Benefit need not be very great. It is sufficient that there
Section 1 – Different kinds of easements is a determinate use or utility in favor of a dominant
estate over an estate belonging to another. What’s
Art 613. EASEMENT OR SERVITUDE
important is, it exists and can be exercised.

EASEMENT OR SERVITUDE EASEMENT DISTINGUISHED FROM LEASE


It is an encumbrance imposed upon an immovable for
the benefit of another immovable belonging to a
different owner. Easement Lease

 Dominant estate – the estate benefited by the


easement (in whose favor the easement was Real right whether Real right only when
established) registered or registered
 Servient estate – the estate which is burdened not
by the easement

It is a real right constituted on another’s property, by


Imposed only on real Involves either real or
virtue of which the owner of the same has to abstain
property personal
from doing or to allow somebody else to do something
on his property for the benefit of another or a
community.
There is limited right to There is a limited right to
TN: the use of real property of both the possession and
1. Easement can exist only when the servient and another but use of another’s property
dominant estate belong to different owners without the right of
2. Both estates cannot belong to the same person possession

CHARACTERISTICS OF EASEMENT
EASEMENT DISTINGUISHED FROM USUFRUCT

1. It is a real right but will affect third persons only


when duly registered
Easement Usufruct
2. It is enjoyed over another person’s immovable,
never on one’s own property
3. It is inseparable from the estate which it is
Imposed on real property Either real or personal
attached, hence, cannot be alienated independently
property
of the estate
4. It is indivisible for it is not affected by the division
Limited to a particular or
of the estate between two or more persons
specific use of the Includes all uses and the
TN: An acknowledgement of the easement is an servient estate fruits of the property
admission that the property belongs to another. (ex. right of way)

Where can easements be imposed on?


Only on immovable properties. Immovable in its common Non-possessory right Involves a right of
sense – those which possession in an
over an immovable
re so by their nature; incapable of being moved. (ex. immovable or movable
Land, building)

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estate, and consequently a group of persons


Not extinguished by the Extinguished by the for its owner
death of the dominant death of the Requires two immovables Does not require two
owner usufructuary immovables
Inures to the benefit of Servitude is for the
whoever owns the benefit alone of the
Both are real rights whether registered or not and are dominant estate persons enumerated
transmissible
Ex. Right of way granted
--------- to certain persons and
Art 614. CLASSIFICATIONS OF EASEMENT their “family, friends,
drivers, servants and
jeeps”
WHERE MAY EASEMENT BE ESTABLISHED
PERSONAL EASEMENTS MAY BE:
1. For the benefit of a particular estate
2. For the benefit of one or more persons
Public – if it is vested in the public at large or in some
3. For the benefit of a community
class of indeterminate individuals
CLASSIFICATIONS OF EASEMENT
Examples:
1. Right of the public to a highway over a land of
1. As to recipient of benefits
private ownership
a) Real – easement is in favor of another
2. Right to navigate a river of which the bed belongs
immovable
to some private person
b) Personal – easement is in favor of a
community or of one or more persons. It Private – if it is vested in a determinate individual or
may be public or private certain persons

2. As to its source Examples: Right of way, light or support vested in the


a) Voluntary – established by the agreement owner of one parcel of land over an adjoining parcel of
of the parties land.
b) Legal or compulsory – imposed by law
c) Mixed – created partly by agreement and North Negros Sugar v. Hidalgo
partly by law Plaintiff constructed a road on its own land and allowed
free use to the public but charged toll fees in case of
3. As to manner of its exercise vehicles. Later, he tried to exclude defendant from using
a) Continuous his land. SC held that it was an easement of way
b) Discontinuous voluntarily constituted in favor of a community. Having
been devoted by plaintiff to the use of the public in
4. As to whether or not is existence is indicated general upon paying the proper passage fees for
a) Apparent vehicles, the road is charged with public interest and
b) Non-apparent while so devoted, plaintiff may not establish
discriminatory exceptions against any private persons.
5. As to duty of servient owner
a) Positive Art 615. DIS/CONTINUOUS AND NON/APPARENT
b) Negative EASEMENTS
REAL AND PERSONAL SERVITUDES
CONTINUOUS AND DISCONTINUOUS EASEMENTS
Predial servitude Personal servitude Continuous easements – those whose use is or may be
Servitude established for Servitude established for incessant, without the intervention of any act of man.
the benefit of a particular the benefit of a person or

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 For an easement to be continuous, it is not Positive easement – one which imposes upon the owner
necessary that the use be incessant. It is sufficient of the servient estate the obligation of allowing
that the use may be so. something to be done or of doing it himself.
 Example: Right of way which imposes upon the
Examples: owner of the servient estate the duty to allow the
1. Right to support a beam on another’s wall use of said way.
which really exists continuously
2. Right of aqueduct which may be used only on Negative easement – that which prohibits the owner of
certain days depending on the need for water the servient estate from doing something which he could
but which is continuous since its use does not lawfully do if the easement did not exist.
depend upon the intervention of man  Example: Easement of light and view (owner of the
Discontinuous easements – those which are used at servient estate is prohibited from obstructing the
intervals and depend upon the acts of man. passage of light)

Example: right of way (used at intervals because it is Q. When is the easement positive or negative if a
physically impossible that man shall continually pass window is made on a wall?
over the way)  Positive easement – If the window is made on
another’s wall (wall of servient estate) or on a party
TN: The easement itself, whether continuous or wall because the owner of the wall allows the
discontinuous exists continuously, whether it is being servitude to burden his wall.
used or not, but its exercise may be continuous or
discontinuous, or there may be no exercise at all.  Negative easement –If the window is through one’s
own wall (wall of dominant estate) which does not
extend over another’s property
APPARENT AND NON-APPARENT EASEMENTS (servient estate)

Apparent easements – those which are made known and


are continually kept in view by external signs that reveal Art 617. INSEPARABILITY OF EASEMENT
the use and enjoyment of the same.

QUALITY OF INHERENCE OR INSEPARABILITY


 It is not necessary that its sign be seen. It is
Easements are inseparable from the estate to which they
sufficient if it may be seen or known on inspection.
actively or passively belong, being accessory things
whose very existence depends upon the principal thing.
Non-apparent easements – those which show no
external indication of their existence. (e.g. easement of Effect: They cannot be alienated or mortgaged
lateral and subjacent support) independently of the estate
TN: Aqueducts, whether exercised through an Q. Can an easement be the object of a usufruct?
underground channel, is considered apparent by express No, because it has no existence independent of the
provision of Art 646. immovable to which it attaches.

Q. Does an easement have an independent juridical


Art 616. POSITIVE AND NEGATIVE EASEMENTS existence?
Yes, while it is an accessory thing, it has an independent
juridical existence. It is considered by law as an
POSITIVE AND NEGATIVE EASEMENTS
immovable property. But as a mere accessory, it cannot
be alienated from the immovable.

Q. What is the effect if the dominant estate is alienated?

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Such alienation carries with it also the easements Q. Can the court constitute an easement where none
established in its favor even if they are not annotated as existed?
an encumbrance on the COT. No. They can only declare its existence if in reality it
exists by law or by will of the owners. Hence, there are
Q. When is easement extinguished? no judicial easements.
When the servient estate registers the property under
the Torrens system without the easement being Q. How can voluntary easements be extinguished?
annotated on the corresponding certificate of title. 1. By mutual agreement of the parties
Hence, a purchaser of registered land holds his COT free 2. By renunciation of the owner of the dominant
from all encumbrances. estate

Q. In what instance can the transferee be bound by such TN: They must be recorded in the Registry of Property in
encumbrance despite the absence of annotation on the order to prejudice third persons.
COT?
When he has actual knowledge of the existence of the Section 2 – Modes of acquiring easements
easement. Actual notice of knowledge is as binding as
registration.
MODES OF ACQUIRING EASEMENTS

MODES OF ACQUIRING EASEMENTS


Art 618. INDIVISIBILITY OF EASEMENT
1. By title – all easements
a.Continuous and apparent
QUALITY OF INDIVISIBILITY b.Continuous and non-apparent
Easements are indivisible. A partition between two or c. Discontinuous, whether apparent or non-
more persons of either the servient or dominant estate apparent
does not affect the existence of the servitude which
continues in its entirety. 2. By prescription of 10 years
a.Continuous and apparent
Q. What is the effect when the servient estate is divided?
Each new owner must bear the easement, but only with 3. By deed of recognition
respect to the part corresponding to him. 4. By final judgment
5. By apparent sign established by the owner of two
Q. What is the effect when the dominant estate is adjoining estates
divided? Each owner can exercise the whole
easement over each of the servient estates, subject
to the condition that: Art 620. CONTINUOUS AND APPARENT EASEMENTS
1. The place of easement shall not be changed
2. The easement shall not be more burdensome

TN: The easement is not considered made more CONTITNUOUS AND APPARENT EASEMENTS
burdensome by the mere increase in the owners of the
dominant estates. Q. How are continuous and apparent easements
acquired?
Continuous and apparent easements are acquired either
Art 619. LEGAL AND VOLUNTARY EASEMENTS by title or by prescription of 10 years.

TN: Only C & A easements may be acquired either by


LEGAL AND VOLUTARY EASEMENTS title or prescription. The others may be acquired by any
1. Legal easement – established by law of the modes, but not by prescription.
2. Voluntary easement – established by will of the
owners Q. What is meant by title?

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The juridical act which gives birth to the easement. (ex.


law, donation, contract, will of the testator)  Period of prescription shall be counted from
the time of the opening of the window.
Q. What is the period of prescription?
10 years, regardless of the good faith or bad faith of the  Negative easement of light and view (if made on
possessor and whether nor not he has just title. The only one’s own wall and the wall does not extend over
requirement is adverse possession or exercise of the the property of another – negative because the
easement for 10 years. owner is merely exercising his inherent right of
dominion and not of an easement. The servient
owner cannot close it up, otherwise he will be liable
for trespass)

Art 621. COMPUTATION OF THE PRESCRIPTIVE PERIOD Art 623. DEED OF RECOGNITION OR FINAL JUDGMENT
 Period of prescription is counted from the time
the owner makes the notarial prohibition
COMPUTATION PRESCRIPTIVE PERIOD FOR C & A required upon the owner of the adjoining land
EASEMENTS
TN: Continuous and apparent easements may be either
positive or negative. Art 622. CONTINUOUS NON-APPARENT AND
DISCONTINUOUS EASEMENTS
 Positive continuous and apparent easements
10 years from the day when the owner of the
dominant estate began to exercise it. (e.g. from the CONTINUOUS NON-APPARENT AND DISCONTINUOUS
day a window was built in a party wall) EASEMENTS

 Negative continuous and apparent easements Q. Which easements may be acquired only by virtue of a
10 years from the day a notarial prohibition was made title?
on the servient estate 1. Continuous non-apparent easements
2. Discontinuous easements, whether apparent or
Q. Non-apparent easements may not be acquired by not
prescription and negative easements are essentially non-
apparent. Why then does Art 621 provide the Q. What are the two important requisites required by law
prescriptive period for negative easements? for prescription?
Because of the notarial prohibition. This notarial act is 1. Possession must be public
equivalent to notice, making the easement apparent. 2. Continuous
Hence, prescriptible.
TN: That is why only continuous and apparent
easements may be acquired by prescription.
COMPUTATION FOR EASEMENT OF LIGHT AND VIEW
TN: Easement of light and view may be positive and Ronquillo v. Roco
negative, depending on the manner of its exercise. Facts: Plaintiff alleges uninterrupted use of a
passageway which traverses the land of defendant in
 Positive easement of light and view (if made going to a street and market place from his house for 20
through a party wall or on one’s own wall which years. Later, defendant constructed a chapel in the
extends over the neighboring estate – positive middle of said passageway and closed it by fencing it
because the owner of the latter estate who has a with barbed wire. Can an easement of right of way be
right to close it up allows an encumbrance on his acquired by prescription?
property)

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Held: No. The easement of right of way is discontinuous If the owner alienates either or both the estates,
and may be acquired only by virtue of a title. resulting to ownership thereof being divided – the
easement shall continue, unless:
 A contrary stipulation has been made in the title or
ACQUISITION OF EASEMENT OF RIGHT OF WAY BY conveyance
PRESCRIPTION  The sign is removed before the execution of the
deed
Q. May easement of right of way which is said to be
discontinuous be acquired through prescription? Q. What is the effect of the existence of an apparent
Yes. The Supreme Court in two cases held that sign of easement? It is equivalent to title, if no objection
easement of the right of way may be acquired by has been made by the servient owner because an
prescription. The uninterrupted and continuous implied contract that the easement should be constituted
enjoyment of a right of way necessary to constitute is deemed to exist between the new owners.
adverse possession does not require the use thereof
every day for the statutory period, but simply the Gargantos v. Tan Yanon
exercise of the right more or less frequently according to The dominant owner can oppose the owner of the
the nature of the use. servient estate from doing things which would be
inconsistent with his obligation to respect the easement.
DEED OF RECOGNITION OR FINAL (e.g. closing a passageway, constructing a building
JUDGMENT Applies to easements which obstructs light and view)
mentioned in Art 622.
1. Continuous non-apparent easements Q. Does this provision apply in cases of division of a
2. Discontinuous easements, whether apparent or common property?
not Yes, for it has the same effect as an alienation.

TN: It presupposes that there is a title for the easement Q. When is this provision not applicable?
but there is no document or proof showing its origin. When the two estates or portions of the same estate
remain or continue to be in the same owner after
Q. May the absence of document showing the origin of alienation or partition.
easement be cured? Yes. The owner of the servient
estate may voluntarily execute a deed of recognition
acknowledging the existence of the easement. Art 625. RIGHTS GRANTED BY EASEMENT

Q. What if the servient owner refuses or denies the


existence of the easement? RIGHTS GRANTED BY EASEMENT
The court may declare such existence, upon sufficient All easements carry with them all the rights necessary
proof. for their use and exercise.

Example:
Art 624. ALIENATION BY SAME OWNER OF TWO The easement of drawing water carries with it the
ESTATES WITH SIGN OF EXISTENCE OF obligation on the part of the
EASEMENT servient owner to give passage to the place where the
water is to be taken
Q. What does this provision contemplate?
A situation where two estates between which there Q. May the dominant owner make works on the
exists an apparent sign (e.g. window, road) of an easement?
easement, belong to the same owner. Yes, the dominant owner may make on the servient
estate any works necessary for the use and preservation
TN: Technically, there is really no easement since there of the servitude, at his own expense.
is but one owner of both estates.

Q. What is the rule in case of alienation of the estates? Art 626. WHAT THE DOMINANT OWNER CANNOT DO

Q. What can the dominant owner not do?

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1. Dominant owner cannot use the easement except 5. He cannot alter the easement or render it more
for the benefit of the immovable originally burdensome
contemplated 6. He shall notify the servient owner of works
necessary for the use and preservation of the
Ex. If estate X owned by O has an easement over servitude
estate Y, O cannot use the easement as owner of 7. He must choose the most convenient time and
his other estates. manner in making the necessary works as to
cause the least inconvenience to the servient
2. He cannot exercise the easement in any other owner
manner than that previously established. 8. He must contribute to the necessary expenses if
there are several dominant estates in proportion
Ex. One who is entitled to transport his to the benefits derived from the
sugarcanes over a railway in 10 wagons a day, works
cannot also transport the sugarcane of his friends
and use 40 wagons daily as it makes the use
RIGHTS AND OBLIGATIONS OF THE SERVIENT OWNER
more burdensome.
Q. What are the rights of the servient owner?
1. To retain ownership of the portion of the estate
Section 3 – Rights and Obligations of the Owners of the
on which the easement is established
Dominant and Servient Estates
2. To make use of the easement unless there is an
agreement to the contrary
GENERAL RIGHTS AND OBLIGATIONS OF THE PARTIES 3. To change the place or manner of the use of the
easement, provided it be equally convenient

RIGHTS AND OBLIGATIONS OF THE DOMINANT OWNER Q. What are the obligations of the servient owner?
1. He cannot impair the use of the easement
Q. What are the rights of the dominant owner? 2. He must contribute to the necessary expenses in
1. To exercise all the rights necessary for the use case he uses the easement, unless there is an
of the easement agreement to the contrary
2. To make on the servient estate all works
necessary for the use and preservation of the Art 627-628. RIGHT OF THE DOMINANT OWNER TO
servitude MAKE WORKS
3. To renounce the easement if he desires to
Q. What are the conditions on the right of the dominant
exempt himself from the contribution to
owner to make necessary works?
necessary expenses
1. The works shall be necessary for the use and
4. To ask for mandatory injunction to prevent
preservation of the easement
impairment of his use of the easement
2. The works shall be at his expense
Q. What are the obligations of the dominant owner? 3. They do not alter or render the easement more
1. He can only exercise rights necessary for the use burdensome
of the easement 4. He must notify the servient owner before
2. He cannot use the easement except for the making the works
benefit of the immovable originally contemplated 5. They shall be done at the most convenient time
3. He cannot excuse the easement in any other and manner so as to cause the least
manner than that previously established convenience to the servient owner
4. He cannot make any works or construct
Q. What is the rule should there be several dominant
anything which is not necessary for the use and
estates? The owners of all of them shall be obliged to
preservation of the servitude

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contribute to the expenses, in proportion to the benefit 4. Expiration of the term or fulfillment of resolutory
which each may derive from the work. The benefits shall condition
be presumed equal in the absence of any agreement. 5. Renunciation
6. Redemption
TN: An owner may exempt himself from contributing to
7. Other causes
the expenses by renouncing the easement in favor of
others. Merger
 Merger in the same person of the ownership of the
dominant and servient estates
Art 629. OBLIGATION OF SERVIENT OWNER NOT TO  Merger must be absolute and complete in one and
IMPAIR SERVITUDE the same person
 Where merger is just temporary as in the case of a
OBLIGATION OF SERVIENT OWNER NOT TO IMPAIR
sale a retro – servitude is only suspended
SERVITUDE Owner of the servient estate cannot impair
 Ex. Dominant owner buys the entire servient estate
in any manner the use of the easement. He must abstain
from constructing works or performing any act which will Non-user for 10 years
impair the easement. Applicable only to easements that have been in use and
later abandoned.
Q. What remedy is available to the dominant owner in
 Discontinuous easements (ex. Right of way) – 10
case the servient owner impairs the use of the
years from the day it ceased to be used
easement?
 Continuous easements (ex. Natural drainage) – 10
A writ of injunction.
years from the day on which an act contrary to the
RIGHT OF SERVIENT OWNER TO CHANGE PLACE OR
same took place (e.g. construction of a dam which
MANNER OR EASEMENT While he cannot impair the use
blocks natural drainage)
of the easement, the servient owner can change the
place or manner of the use of the easement, at his Take note:
expense, provided the following requisites are met:  Non-use must be voluntary on the part of the
1. The place or manner has become very dominant owner and not due to fortuitous event
inconvenient to him or prevents him from  Basis of non-user is presumptive renunciation.
making important works thereon Hence, proof of non-user must be indubitable
2. He offers another place or manner equally especially where the easement is perpetual in
convenient character because of its annotation in the Torrens
3. No injury is caused by the change to the title.
dominant owner  The use by a co-owner of the dominant estate
benefits all the other coowners and prevents
prescription as to them
RIGHT OF SERVIENT OWNER TO USE EASEMENT
Impossibility of use
Q. Can the servient owner use the easement?
 When the condition of either or both the estates
Yes, because he retains ownership of the portion on
which makes impossible the use of the easement is
which the easement is established. He may use the
irreparable
easement, provided he does not impair the rights of the
 Impossibility must be beyond repair
dominant owner.
By expiration of term or fulfillment of resolutory
Section 4 – Modes of Extinguishment of condition
Easements
By renunciation
Art 631. MODES OF EXTINGUISHMENT OF EASEMENTS  Waiver must be specific, clear and express

MODES OF EXTINGUISHMENT OF EASEMENTS By redemption


1. Merger  Redemption must be by virtue of an agreement
2. Non-user for 10 years between the owners of the dominant and servient
3. Impossibility of use estates under which the servitude would be
extinguished.

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LEGAL EASEMENT DEFINED


Other causes Easements imposed or mandated by law and which have
 Annulment or rescission of the title constituting the for their object either public use or the interest of private
easement persons, and thereby become a continuing property
 Abandonment of the servient estate right.
 Termination of the right of the grantor
 Expropriation of the servient estate
 Registration of the servient estate under the Torrens KINDS OF LEGAL EASEMENTS
system without the easement being annotated
1. Public legal easements – those for public or
communal use
2. Private legal easements – those for the interest of
PRESCRIPTION OF FORM OR MANNER OF USING THE private persons or for private use
EASEMENT  Waters
The form or manner of using the easement may  Right of way
prescribe as the easement itself, and in the same way  Party wall
 Light and view
Q. Is the mode of using the easement different from the
 Drainage
easement itself?
 Intermediate distances
Yes, but both may be lost by prescription.
 Against nuisance
Q. How is the period of prescription as to the mode  Lateral and subjacent support
counted?
Q. What laws govern public legal easements?
In the same way as that prescribed for the easement
Governed primarily by the special laws and regulations
itself.
relating thereto and by the Civil Code (Arts 634-687)
TN: But there are some legal easements which do not
Q. What laws govern private legal easements?
prescribe but the mode of using easement may be lost
 Primarily – Agreement of the parties
or acquired by prescription.
 Absence of agreement – provisions of general or
Example: One authorized to open 3 windows opens 4, local laws and ordinances
his continued use of 4 windows gives him the right to  In default – Arts 634 – 687
use the form after the lapse of the necessary
prescriptive period. If he opens only 2, he loses the right Section 2 – Easements Relating to Waters
to open the 3rd window after the expiration of the
required period. LIST OF LEGAL EASEMENTS RELATING TO WATERS

Q. What are the legal easements relating to waters?


WHERE DOMINANT ESTATE OWNED IN COMMON 1. Natural drainage
The use of the easement by any of the co-owners 2. Drainage of buildings
prevents prescription with respect to others. Use of one 3. Easement on riparian banks for navigation,
is deemed to be used by each and all the coowners. floatage, fishing, salvage and towpath
4. Easement of a dam
CHAPTER 2 – LEGAL EASEMENTS 5. Easement for drawing water or for watering
animals
Section 1 – General Provisions 6. Easement of aqueduct
Art 634. LEGAL EASEMENT 7. Easement for the construction of a stop lock or
sluice gate

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Art 632-633. PRESCRIPTION Art 637. NATURAL DRAINAGE OF LANDS


a) Navigation
b) Floatage
NATURAL DRAINAGE OF LANDS c)Fishing
Lower estates are obliged to receive the waters which d) Salvage
naturally descend form the higher estates. The owner of e) With respect to estate adjourning banks
the lower estate cannot construct works which will of navigable rivers –
impede this easement and neither can the owner of the easement of towpath
higher estate make works which will increase the
burden. 2. As to payment of proper indemnity
 This is a continuous easement because the water  If land is of public ownership – no indemnity
flows due to gravity and not dependent upon the  If of private ownership – proper indemnity
acts of man – easement may be extinguished by shall first be paid before it may be occupied.
non-user for 10 years
3. As to width of the zone subject of the easement –
Example: Dike was constructed by servient owner. 3 meters throughout the entire length of the bank
The action to destroy the dike is barred if brought along its margin.
only after 10 years.

Q. What is the duty of the servient owner (lower estate)? Art 639. EASEMENT OF A DAM
He cannot construct works which will impede this
easement (e.g. walls, ditches, fences or dams which
block the natural flow of the water) EASEMENT OF ABUTMNT OR BUTTRESS OF A DAM
A person who needs to build a dam to divert or take
But he may construct works to regulate the flow of water from a river or brook but is not the owner of the
waters and prevent damage to himself but those which banks which must support the dam – may be allowed
will impede the easement. the easement of buttress of a dam.

Q. What is the duty of the dominant owner (higher Take note:


estate)? 1. He must seek the permission of the owner. In
He cannot make works which will increase the burden. case he refuses, he must secure authority from
(e.g. waters are the result of artificial development the proper administrative agency
caused by the dominant owner)

Otherwise, servient owner shall be entitled to


compensation for his loss or damage. (E.g. owner of
piggery farm is liable for damages for allowing the waste
water containing g manure to flood his neighbor’s
property)

But he may cultivate his land or construct works to


regulate the descent of the waters to prevent erosion to
his land.

Art 638. PUBLIC EASEMENTS ON BANKS OF RIVER

PUBLIC EASEMENTS ON BANKS OF RIVER

Q. What are the rules?


1. Banks of rivers and streams, whether of public or
private ownership – subject to easement of public
use for:

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No, there must be an intent to benefit the donee. Hence,


a commodatum is gratuitous but it is not a donation.

CHAPTER 1 – DONATION Q. Is a quitclaim a donation?


No, because the person who executed the same merely
Chapter 1 – Nature of Donations acknowledged the ownership and better right of another
Art 725. CONCEPT OF DONATION over a property.

DONATION Q. Why is the acceptance of the donee required?


An act of liberality whereby a person disposes Because no one can be obliged to receive a benefit
gratuitously of a thing or right in favor of another, who against his will. This shows the law’s respect for
accepts it. individual will.
 CALLED ORINARY OR REAL DONATION
Q. May there be a donation in favor of an entity yet
 Different from donations mortis causa,
inexistent at the time it is made?
condonation or remission of debt, or donations
No, for there is no donee to accept it.
propter nuptias

Q. What is the nature of donation? Jutic v. Court of Appeals


1. Donation as a contract – It is a contract with all X executed an affidavit where he stated that “it is my
the essential requisites of a contract. (falls under desire that in case I will die, I will assign all my rights
contracts of pure beneficence, over my properties to my brother, and he shall succeed
the consideration being the mere liberality of the me in case of my death”. Does the affidavit partake of a
benefactor) donation? NO. It is a mere declaration of an intention
and desire. There was no intention to transfer ownership
2. Donation as a mode of acquiring ownership – at the time of the instrument’s execution.
donation results in the effective transfer of title
over the property from the donor to the donee
and is perfected from the moment the donor is Art 726. KINDS OF DONATION
made aware of the acceptance by the donee.

Q. What is the effect of donation? KINDS OF DONATION


To reduce the patrimony or asset of the donor and to
increase that of the donee. 1. As to taking effect
A. Inter vivos – takes effect during the lifetime of
the donor
REQUISITES OF DONATION B. Mortis causa – takes effect upon the death of
the donor
1. The donor must have capacity to make the C. Propter nuptias – made by reason of marriage
donation of a thing or right and before its celebration
2. He must have the intent to make the donation out
of liberality to benefit the donee 2. As to consideration
3. There must be delivery, actual or constructive, of A. Pure or simple – the cause is the pure
the thing donated liberality of the donor in consideration of the
4. The donee must accept or consent to the donation donee’s merits

Q. What may be the subject matter of a donation? B. Remuneratory or compensatory – that given
It may be a thing or right. out of gratitude on account of the services
rendered by the donee to the donor, provided
Q. Is the gratuitous act enough to constitute donation? they do not constitute a demandable debt

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 Onerous –The portion equivalent to the burden is


C. Modal – that which imposes upon the donee a onerous burden (governed by the rules on
burden less than the value of the gift (e.g. obligations and contracts)
services to be performed in the future)  Simple – The portion exceeding the value of the
D. Onerous – value of which is considered the burden (governed by the rules on donation)
equivalent of the consideration for which it is Example:
given or that made for a valuable X donates to Y a parcel of land worth 300k but Y has to
consideration have another parcel of land worth 100k. The transaction
is onerous as to the 100k which must be in the form of a
3. As to effectivity or extinguishment contract, and simple as to the 200k, which must follow
A. Pure – not subject to any condition or period the form of donation.
B. Conditional – that which is subject to a
condition
C. With a term – that which is subject to a period Art 727. EFFECT OF ILLEGAL OR IMPOSSIBLE
CONDITIONS

REMUNERATORY DONATIONS
The motivating cause is the gratitude, acknowledgment EFFECT OF ILLEGAL OR IMPOSSIBLE CONDITIONS
of favor, a desire to repay for past services rendered by
Q. When is there an illegal condition?
the donee to the donor.
When they are contrary to law, morals, good customs,
TN: Hence, a donation given for future services cannot public order, etc.
be remuneratory.
Q. When is there an impossible condition?
Examples: When in the nature of things, cannot exist and cannot be
1. Donation made to one who saved the donor’s done.
life or his properties
Q. What is the effect if the donation has illegal or
2. Donation to a lawyer who renounced his fees for
impossible conditions?
services rendered
They would be deemed not imposed and the donation
3. Pension given by the Government in recognition
will be considered as simple. The condition is merely an
of meritorious services
accessory clause and its nullity should not affect the
validity of the donation itself, unless it clearly appears
MODAL DONATIONS that the intention of the donor is that the donation shall
A burden (which is necessarily future) less than the not take effect without the donation.
value of the gift is imposed upon the donee. If burden is
Q. When is the donation rendered void?
equivalent, the donation is an onerous one.
If the donation is onerous (or modal, as to its onerous
Examples: portion), the illegal or impossible condition will render
1. The donee “defray the expenses of the the donation void.
subsistence and burial” of the donor and “if
Example:
anything should remain from the price of the
X donates a parcel of land worth 50k to Y, and he
land, the surplus of the said expenses is granted
imposes a burden valued at 10k and an impossible
to him by me”
condition. The gratuitous portion of 40k will be governed
2. A donation of a parcel of land to a municipal
by the law on donation, while the 10k onerous portion
corporation to be used exclusively for some
by the law on obligations and contracts.
specified public purpose
 Since the impossible condition is disregarded as
to the gratuitous portion, the 40k donation is
DONATIONS WITH MIXED FEATURES valid.
 Since the impossible condition annuls the
Q. What is the nature of a modal donation? obligation itself, the transmission of the onerous
It has a dual nature. It is partly onerous and party portion of 10k is invalid.
simple.

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DONATIONS IN PRAESENTI
Donations which take effect during the lifetime of the
donor but the property shall be delivered after the
D Arts 728-729. DONATIONS INTER VIVOS AND donor’s death. Such donations are still considered inter
MORTIS CAUSA vivos although the property is not delivered at once.

Q. To whom shall the fruits of the property belong?


DONATIONS INTER VIVOS AND MORTIS CAUSA The fruits shall belong to the donee, from the time of
acceptance, unless provided by the donor.

Donations inter vivos Donations mortis causa Example: X donates to Y a parcel of land to be delivered
upon X’s death. Y becomes owner upon his acceptance
Takes effect during the Takes effect upon the of the donation, with the right to receive the fruits from
lifetime of the donor, death of the donor the time of acceptance, and to alienate the property.
independently of his testator
death Laureta v. Mata
Made out of the donor’s Made in contemplation of “I also declare that it is the condition of the donation
pure generosity his death without the that the donee cannot take possession of the properties
intention to lose the thing donated before the death of the donor” This is donation
in case of survival in praesenti and conveyed title to the properties subject
Valid even if the donor Void should the donor only to the life estate of the donor.
should survive the donee survive the donee
Concepcion v. Concepcion
Must follow the formalities Must follow the formalities
Donation was made in consideration of the services
of donations for the validity of a will rendered by the donee to the donor and of the donor’s
Must be accepted by the Can only be accepted affection for the donee; that donor had reserved what
donee during his lifetime after the donor’s death was necessary for his maintenance and that the
Cannot be revoked except Always revocable at any donation would take effect only after the donor’s death.
for grounds provided for time before the donor’s This is donation inter vivos because the stipulation that
by law death the donation would take effect only after the donor’s
Right to dispose the Right is retained by the death simply meant that the possession and enjoyment
property is completely donor while he is still alive of the fruits of the properties donated should take effect
conveyed to the donee only after the donor’s death and not before.
Subject to donor’s tax Subject to estate tax
Sicad v. Court of Appeals
Q. Is the designation given to donations conclusive? “All rents, fruits and proceeds of the donated properties
No. Whether a donation is inter vivos or mortis causa shall remain for the exclusive benefit and disposal of the
depends upon the nature of the disposition made as donor, during her lifetime, and that without the
reflected from the provisions or terms contained in the knowledge and consent of the donor, the donated
donation and the intention of the parties as properties could not be disposed of in any way” This is
demonstrated by the circumstances attendant upon its donation mortis causa because the donee is expressly
execution. prohibited to make any disposition of the property during
the donor’s lifetime.
Q. In case of doubt, what is the presumption?
In case of doubt, the conveyance should be deemed Sambaan v. Villanueva
donation mortis causa. The construction must be that Donation was made in consideration of the affection and
entailing the least transmission of rights and interests. love of the donor for the donee but the donation was to
take effect after the donor’s death. This is a donation
inter vivos because death was not the consideration for

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the donation but rather the donor’s love and affection for DONATION INTER VIVOS SUBJECT TO A SUSPENSIVE
the donee. That the properties would be delivered only CONDITION
after the donor’s death was just a mere modality of the Contemplates a situation where the donor intends the
contract which did not change it inter vivos character. donation to take effect during his lifetime, but he
imposes a suspensive condition which may or may not
INSTANCES OF DONATIONS INTER VIVOS take place beyond his lifetime.

1. “This gift to X in recompense for her services to TN: The fact that the condition is fulfilled after the
me, does not pass title to her during my lifetime, donor’s death does not change the nature of the act as a
but when I die, she shall be the true owner donation inter vivos.
thereof”
 This is donation inter vivos notwithstanding Q. What is a suspensive condition?
the stipulation that the ownership of the A condition is an uncertain event which may or may not
lands shall only be transferred to the donee happen. There is a suspensive condition when the
upon her death – for such a statement can acquisition of rights shall depend upon the happening of
only mean that she only reserved to herself the condition.
the possession and usufruct of the
property. Q. What is the rationale of the rule?
Because the condition is merely an accidental clause in
2. Donation accepted by donees who were given the donation and does not control the donor’s desire to
limited right of disposition, with donor reserving see the condition fulfilled during his lifetime. Also, the
beneficial ownership. effect of the fulfillment of the suspensive condition
3. Donation was executed out of love and affection as retroacts to the making of the condition.
well as a recognition of the personal services
rendered by the donee Q. What is the exception to rule?
4. Ownership and possession of property immediately When the donor really intended that the donation should
transferred to donee but his right to fruits begin take effect after his death. In such case, it would be a
only after donor’s death donation mortis causa.
5. Causes of revocation specified
6. Donor states that the donation will enter into force
Art 731. DONATION INTER VIVOS SUBJECT TO A
after the death of the donor
RESOLUTORY CONDITION
7. Donor states that the transfer shall be irrevocable
8. Donor and donee prohibited from alienating and
encumbering the property DONATION INTER VIVOS SUBJECT TO A RESOLUTORY
9. Usufruct reserved by the donor CONDITION
Ownership of the donated property is immediately
transferred to the donee upon perfection of the
INSTANCES OF DONATIONS MORTIS CAUSA
donation, notwithstanding the resolutory condition.
1. Registration of deed of donation prohibited Ownership will only revest to the donor if the condition is
2. Donation to take effect and pass title only by and not fulfilled.
because of death
Q. When is a condition considered resolutory?
3. Donated properties to be delivered after donor’s
When the rights already acquired by the donee are
death
extinguished upon the fulfillment of the condition.
4. Right to dispose and enjoy reserved by the donor
5. Donation makes no actual conveyance Examples:
1. When a person donates land to a university on
TN: A donation mortis causa not cast in the form of a
the condition that the latter would build upon
last will and testament is void.
the land a medical school
2. X made a donation to Y, subject to the condition
Art 730. DONATION INTER VIVOS SUBJECT TO A that should he survive the operation, the
SUSPENSIVE CONDITION donation shall be without force and effect

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3. X donates to Y a house subject to the condition Q. When is donation perfected?


that the same shall be revoked upon failure of Y From the time the acceptance by the donee is made
to continue supporting X during his lifetime. known, actually or constructively, to the donor.
Acceptance make the donee the owner of the property
donated.

ArtS 732-733. PROVISIONS GOVERNING DONATIONS


ACCEPTANCE IS SAME/SEPARATE INSTRUMENT
Q. What provisions govern donations inter vivos?
They are governed by the general provisions on  Donation and acceptance are in the same public
contracts and obligations in all that is not determined in instrument – donation is deemed already perfected
the Title on Donations. In other words, the rules on since knowledge of the acceptance is established by
obligations and contracts apply suppletorily. the instrument itself.

Q. What rules govern onerous donations or onerous  If acceptance was made in a separate instrument –
portions thereof? there must be proof that a formal notice of such
 Donations with an onerous cause – governed by acceptance was received by the donor.
the rules on contracts
 Remuneratory donations as to the portion which
Q. May donation be revoked?
exceeds the value of the burden imposed –
Yes, before learning of the acceptance by the donee.
governed by the rules on donations
However, once donation is already perfected, it cannot
TN: The remuneratory donations referred in this be revoked without the consent of the donee, except on
provision are the modal donations or those which impose the grounds of:
upon the donee a burden which is less than the value of 1. Inofficiousness
the thing given. 2. Failure of the donee to comply with the charges
imposed in the donation or by reason of
Lagazo v. Court of Appeals ingratitude
Where the deed of donation did not expressly impose
any burden but the recipient actually paid charges Q. Is registration of the deed of the donation with the
imposed on the property like real estate taxes and RD necessary?
installment arrearages, the donation was held simple No, registration is not needed for its validity and efficacy,
and not onerous because they were merely voluntary insofar as the donor and donee are concerned.
acts of the donee.
Chapter 2 – Persons who may give or receive a
donation
ArtS 734. PERFECTION OF DONATION
Art 735. CAPACITY OF DONOR

PERFECTION OF DONATION
The donation is perfected from the moment the donor CAPACITY OF DONOR
knows of the acceptance by the donee. The donor must have both before he may make a
donation:
Q. Why is acceptance by the donee necessary? 1. The capacity to contract
Because nobody is obliged to receive a benefit against 2. Capacity to dispose of his property
his will.
Q, Why?
Q. What is the effect of absence of acceptance? Because donations inter vivos are to a certain extent
The donation shall be null and void. contractual in nature and are a mode by which property

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is alienated or disposed of. Hence, those who cannot Hence, to reconcile, the phrase “making of the donation”
give consent to a contract cannot be donors. should be construed to mean “perfection of the
donation”.
Q. Give an instance where there is capacity to contract
but not too dispose? Neither spouse may donate any
community or conjugal property without the consent of Art 738. CAPACITY OF THE DONEE
the other.
Q. Are corporations empowered to make donations?
Yes, under the Corporation Code, corporations may CAPACITY OF THE DONEE
make reasonable donations, including those for the
public welfare or for hospital, charitable, cultural, Q. Who may accept donations?
scientific, civic or similar purposes. All persons, whether natural or artificial, may be donees
as long as they are not specially disqualified by law.
Exception:
No corporation may give donations in aid of any political Donations may be made to:
party or candidate or for purposes of partisan political 1. Incapacitated persons like minors
activity. 2. Conceived and unborn children

Q. What are examples of cases of special


ArtS 736. DONATION BY A GUARDIAN OR TRUSTEE OF disqualifications?
WARD’S PROPERTY Donations between husband and wife during the
existence of the marriage.
Q. May guardians and trustee donate their ward’s Such donations are void.
properties? No, because they are not the owners of the
same. Trustees have only the legal but not the equitable
or beneficial title to the property held in trust. Art 739. DONATIONS VOID ON MORAL GROUNDS

Exception:
If the donation is onerous and in beneficial to the DONATIONS VOID ON MORAL GROUNDS
beneficiary.
1. Those made between persons who were guilty of
Araneta v. Perez adultery o concubinage at the time of the donation
Trustee donates with court approval to the City of Manila 2. Those made between persons found guilty of the
a parcel of land to save the trusteeship realty tax and same criminal offense
relieve it from the duty of maintaining the lot in usable 3. Those made to a public officer or his wife,
condition as a street. When the donation is clearly in the descendants and ascendants, by reason of his
interest of the beneficiaries, the same may be permitted. office

Q. What is the effect of these donations?


Art 737. CAPACITY OF THE DONOR AT TIME OF They are null and void ab initio and not merely voidable.
MAKING THE DONATION
TN: The prohibitions apply to testamentary provisions
Q. When shall the donor’s capacity be determined? and to life insurance.
Under the law, donor’s capacity must exist at the time of
making the donation and not from the perfection of the
donation (the time of knowledge by the donor of the DONATIONS BETWEEN PERSONS GUILTY OF ADULTERY
acceptance) OF CONCUBINAGE
 Conviction of adultery or concubinage in a criminal
But there arises a juridical absurdity in case the donor action is not essential
becomes insane at the time the acceptance is conveyed  Guilt of the donor and the donee may be proved by
to him. Since legally, the donor cannot be said to have mere preponderance of evidence in a civil
knowledge of the acceptance, there can be no perfection proceeding
of the donation.  Donation is void whether made before or after the
illicit relations, if given in consideration thereof.

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Art 741. DONATIONS TO MINORS & OTHERS W/O


SSS v. David CAPACITY TO CONTRACT
A concubine who did not know that the man she lives
with is married cannot be guilty of concubinage. Hence, Q. How is acceptance made when the donation is to
she is not disqualified from being an insurance minors or others without capacity to contract?
beneficiary. The acceptance must be made by the parents or legal
representative of the donee. Law makes no distinction
DONATIONS BETWEEN PERSONS FOUND GUILTY OF between simple and onerous donations. In either case,
SAME CRIMINAL OFFENSE acceptance must be made by the parents or legal
representative.
 Presupposes prior criminal conviction in a criminal
action  Proof of guilt beyond mere preponderance
of evidence is not sufficient  Donation here is Art 742. DONATIONS TO CONCEIVED AND UNBORN
remuneratory or onerous. CHILDREN
 Void whether made before or after the commission
of the crime Q. Who must make the acceptance in cases of donations
 Still void although the crime is not carried out to conceived and unborn children?
because it is based on an unlawful cause Those persons who would legally represent them if they
were already born.

DONATIONS MADE TO A PUBLIC OFFICER, ETC. BY Q. Can a conceived and unborn child accept a donation?
REASON OF HIS OFFICE Technically, no, because it is not yet a natural person.
But a conceived child is considered born for all purposes
 Indirect bribery is committed by a public officer who that are favourable to it/
shall accept gifts offered to him by reason of his
Q. When is a child considered born?
office
 If alive at the time it is delivered
 Guilt need not be established by proof beyond
 If the fetus had an intra-uterine life of less than
reasonable doubt in a criminal proceeding for
7 months – deemed born if it lives at least 24
bribery.
hours after its delivery

Art 740. INCAPACITY TO SUCCEED WILL


Art. 743. DONATIONS TO INCAPACITATED PERSONS

Q. What is the effect of donations made to


INCAPACITY TO SUCCEED WILL
incapacitated persons? They shall be considered void,
 Applicable to both donations inter vivos and mortis
even if simulated under the guise of another contract
causa
or through an intermediary.
Q. Who are incapable of becoming donees?
Q. Who are incapacitated persons contemplated in this
1. Priest who heard the confession of the donor
provision?
during his last illness
Those who are specially disqualified by law to become
2. Relatives of such priest within the fourth degree
donees. (Refer to Art
3. Any attesting witness to the execution of a will
739 and 740)
4. Any physician, surgeon, nurse, health officer
who took care of the donor during his last illness
5. Individuals, associations and corporations not Art. DONATIONS OF THE SAME THING TO DIFFERENT
permitted by law to inherit DONEES

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Q. What law shall govern if the same thing is donated to obliged to make the notification and notation of which
two or more different donees? Article 749 speaks.
The provisions on double sale shall govern.
 Movable – ownership is with the person who first Q. When are the requisites for this provision to apply?
took possession in good faith 1. Acceptance is made through the parents, legal
 Immovable representatives, or authorized agent of the
 Ownership is with the person who recorded it donee
in the Registry of Property in good faith 2. Property donated is immovable
 If there is no inscription, to the person who 3. Acceptance is made in a separate public
first possessed in good faith instrument
 Person who present the oldest title in good
faith TN: The requirement of notification of the donor and the
notation in both instruments that such notification has
been made is necessary for the validity and perfection of
Art 745. BY WHOM ACCEPTANCE IS MADE the donation?

Q. How may the donee accept the donation?


1. Personally Art 748. FORMALITIES FOR DONATION OF MOVABLES
2. Through his authorized agent

Q. If made through an agent, what are the FORMALITIES FOR DONATION OF PERSONAL PROPERTY
requirements?
The agent must have a special power for the purpose or Q. How may a donation of a movable be made?
a general power with a sufficient power to accept. It may be made orally or in writing.
 Oral donation – requires the simultaneous
delivery of the thing or of the document
Art 746. WHEN ACCEPTANCE IS MADE representing the right donated

Q. When should acceptance be made? Except: Value of property exceeds P5,000 – donation
and acceptance must always be made in writing.
 Donation inter vivos – during the lifetime of the
Gentoo v. De Lorenzo
donee and that of the donor
Donor gave certificates of stock to her son X with
TN: Even if donation is made during their lifetimes instruction to transfer the same to him and his brother Y,
but the donor dies before the acceptance is who at the time of the delivery was not present. There
communicated to him, the donation is not was no showing that Y authorized C to accept for the
perfected. both of them. Is the donation valid? NO. The donation
was oral but there was no simultaneous delivery which
 Donation mortis causa – accepted only after the could not be done in view of the absence of Y.
donor’s death because they partake of a will and
are governed by the rules on succession.
Art 749. FORMALITIES FOR DONATION OF
TN: If the acceptance was made before the IMMOVABLES
donor’s death, the acceptance is void.

FORMALITIES FOR DONATION OF REAL PROPERTY


Art 747. DUTY OF PERSONS WHO ACCEPTS IN REP OF
THE DONEE Q. How may a donation of an immovable be made?
Donation of an immovable must be made in a public
document specifying the property donated and the value
DUTY OF PERSONS WHO ACCEPTS IN of the charges which the donee must satisfy.
REPRESENTATION OF THE DONEE
Persons who accept donations in representation of Donation and acceptance are in the same instrument
others who may not do so by themselves, shall be 1. Donation must be in a public document

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2. Instrument must specify the property donated and 2. Acceptance by the donee must be in a public
the charges if any document
3. It must be done during the lifetime of the donor
Donation and acceptance are in separate instruments
1. Donation must be in a public document
3. Instrument must specify the property donated and
the charges if any

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4. Donor must be notified in authentic form of the


acceptance of the donation in a separate Q. If the donor donated all his present property without
instrument the required reservation, is the donation void in its
5. The fact that such notification has been made must entirety?
be noted in both instruments No. It is only subject to reduction by the court on
petition of the party prejudiced by the donation.
Q. Is registration necessary for the donation to be
considered valid and effective? No. The necessity of Q. Is the rule on reservation applicable also to onerous
registration comes into play only when the rights of third ones and donations mortis causa?
persons are affected. No, because the donor receives something in return for
what he gives in onerous donations. Also, donations
Q. May a donation be ratified? mortis causa take effect only after the donor’s death,
Yes. In a case, a daughter, as sole heir of her deceased hence insofar as the donor is concerned, he would
father, executed a public document ratifying a donation already be dead.
made by her father which donation was void for lack of
compliance with the legal requisites. The ratifications Q. What is the limitation in donations propter nuptias?
served as a quit claim of her right to the property. It cannot exceed more than 1/5 of the present property
of the future spouses.
However, it could not be given retroactive effect to the
prejudice of the creditors of the estate of the deceased
father. Art 751. DONATION OF FUTURE PROPERTY
PROHIBITED
Q. When is ownership acquired?
From the time the public instrument of donation is
simultaneously executed and acknowledged by the donor DONATION OF FUTURE PROPERTY PROHIBITED
and the donee, since the execution of a public Future property is anything which the donor cannot
instrument of conveyance is one of the recognized ways dispose of at the time of the donation. Nobody can
in which delivery of immovable property may be made. dispose of that which does not belong to him. It is
immaterial that it may subsequently belong to the donor.
JLT Agro v. Balansag
Title to immovable property does not pass from the Q. What is meant by future inheritance?
donor to the donee until and unless it has been accepted The inchoate right of an heir to inherit. The same cannot
in a public instrument and the donor duly notified also be donated because it is future property. But upon
thereof. the death of his predecessor, the inheritance ceases to
be future and consequently it may be the object of
Ortiz v. Court of Appeals donation even if the properties have not yet been
The absence in the deed of any reservation in favor of delivered to the heir.
the donor is proof that no such reservation was ever Q. Are properties whose acquisition is subject to a
intended considering that under the law, a donation of suspensive condition considered future property?
immovable by public instrument is required to specify the No. They may be donated because the effects of the
“value of the charges” that the donee must assume. fulfillment of the condition shall retroact to the day of
the constitution of the contract.
Chapter 3 – Effect of donations and limitations thereof

Art 750. RESERVATION OF SUFFICIENT MEANS FOR Art 752. DONATION LIMITED TO WHAT DONOR MAY
SUPPORT OF DONOR GIVE BY WILL

RESERVATION OF SUFFICIENT MEANS FOR SUPPORT AMOUNT OF DONATION LIMITED TO WHAT DONOR
OF DONOR MAY GIVE BY WILL
No person may give or receive, by way of donation,
Q. May a donor donate all his present property? more than he may give or receive by will. The donation
Yes, provided he reserves sufficient property in shall be inofficious in all that it may exceed this
ownership or in usufruct for the support of himself and limitation.
of all relatives who are entitled to be supported by him
at the time of the perfection of the donation. Q. What is the limitation imposed?
A person may not donate more than he can give by will,
Q. What is meant by present property? and a person may not receive by way of donation more
Property which the donor can rightfully dispose at the than what the donor is allowed by law to give by will.
time of the donation.

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Q. When does the limitation apply?


Where the donor has forced or compulsory
heirs. The purpose is not to diminish the Art 754. RIGHTS AND ACTIONS
legitimes to which they are entitled.

Q. When is the limitation enforceable? RIGHTS AND ACTIONS


Only after the death of the donor because it
is only hen when it can be determined Q. What are the rules?
whether or not the donation is inofficious by 1. Donee is subrogated to all the rights
contrasting its value with the net value of and actions which in case of eviction
the estate of the donor deceased. would pertain to the donor.

Ex. The property donated by A to B


Art 753. DONATION TO SEVERAL DONEES was purchased from X and the
JOINTLY property had hidden defects or B
was evicted therefrom, B can bring
the proper action against X.
DONATION TO SEVERAL DONEES JOINTLY
2. If donation is simple or
Q. What are the rules when donation is to remunerative, the donor is not liable
several donees jointly? for eviction or hidden defects
1. Donation is understood to be in equal because the donation is gratuitous,
shares except if donor is in bad faith
(X donates to A and B P20, 000
without specification of their shares. A 3. If donation is onerous, the donor is
and B gets P10, 000 each) liable on his warranty, but only to
the extent of the burden.
2. There shall be no right of accretion
among the donees
(If A for some reason declines the donation, Art 755. DONATION W/ RIGHT OF DONOR
TO DISPOSE OF PART RESERVED
B shall not get A’s share unless the
donor has intended otherwise)
DONATION WITH RIGHT OF FONOR TO
3. If the donees are husband and wife, DIPOSE OF PART RESERVED
there shall be a right of accretion. The donor may reserve the right to dispose
(If A and B are husband and wife, and of some of the things or part of the thing
A declines the donation, his share donated or some amount or income thereof.
goes to B, unless otherwise provided The donation is actually conditional, and the
by the donor) condition is fulfilled if the donor dies without
exercising the right he reserved.
Q. What is the effect if there is no accretion
among the donees? Example: X donates to Y a house and an
One cannot accept independently for his co- apartment with the provision that X could
donee who is not present.

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sell the house and give the rents of the


apartment for 5 years to P. The donation of Q. What is the effect of the nullity of the
the house with a reservation of the right to reversion?
dispose should be considered mortis causa. It shall not invalidate the donation. The
The donation of the apartment is inter vivos. reversion which is merely an accessory
clause is simply disregarded.

Art 758-759. LIABILITY OF DONEE TO PAY


DEBTS OF DONOR
Art 756. NAKED OWNERSHIP AND
USUFRUCT SEPARATELY DONATED
LIABILITY OF DONEE TO PAY DEBTS OF
DONOR
NAKED OWNERSHIP AND USUFRUCT
SEPARATELY DONATED Where donor imposes obligation upon the
The donor may donate separately the naked donee
ownership to one person and the usufruct to 1. Donee is liable to pay only debts
another. previously contracted
• The donee must be living at the 2. He is not liable for debts in excess of
time of the perfection of the the value of the donation received
donation.
• A donation to a child who was not Where there is no stipulation regarding the
yet conceived at the time it was payment of debts
made is void 1. Donee is generally not liable to pay
• If property donated is immovable, the donor’s debts
the formalities for donations of real 2. Liable only if the donation has been
property must be complied with made in fraud of creditors (Always
because naked ownership and presumed when at the time of the
usufruct over real property are real donation, the donor has not left
properties themselves. sufficient assets to pay his debts)
3. Not liable beyond the value of the
donation received
Art 757. DONATION WITH PROVISION FOR
REVERSION TN: Creditors who have been defrauded may
exercise the subsidiary right of rescission,
unless the property donated has passed to
DONATION WITH PROVISION FOR the hand of third persons in good faith for
REVERSION value.
The donor may provide for reversion
Chapter 4 – Revocation and Reduction of Donations
whereby the property donated shall go back
to the donor or some other person, for any Art 760. BIRTH, APPEARANCE OR ADOPTION OF A
case and circumstances. CHILD

Q. What is required for reversion in favor of


other persons to be valid? They must be
living at the time of the donation. Hence,
reversion in favor of an unconceived child is
void.
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GROUNDS FOR REVOCATION AND BIRTH, APPEARANCE, OR ADOPTION OF A


REDUCTION CHILD
Applies to all donations inter vivos. It does Applicable when the donor, at the time he
not apply to: made the donation, did not have any child or
1. Donations mortis causa – because descendant, or erroneously thought so.
they are revocable at will by the
donor Birth of a child
2. Onerous donations – because they The donor had no child at the time of the
are really contracts donation and thereafter, a child was born
3. Donations propter nuptias – for they even if posthumous (after the death of the
are revocable only for the causes donor)
provided in the Family Code
Q. Suppose at the time of the donation, the
Q. What are the grounds for revocation? child was already conceived but not yet
This affects the whole donation and is born, what is the rule?
allowed during the lifetime of the donor. It depends if the donor was aware of such
conception. If yes, Art 771 applies and he
1. Birth, appearance, or adoption of a cannot revoke the donation upon the birth of
child the child. If not, the situation is similar to
2. Non-fulfillment of a resolutory appearance of an absent child. Hence, the
condition imposed by the donor subsequent birth of the child should revoke
3. Ingratitude of the donee or reduce the donation.

Q. What are the grounds for reduction? Appearance of a child


This affects a portion only of the donation Donor had only one child whom he believed
and is allowed during the lifetime of the to have already died at the time of the
donor or after his death. donation. (Descendant e.g. grandchild is not
covered)
1. Failure of the donor to reserve
Adoption of a child
sufficient means for support of
Subsequent adoption of a minor child is also
himself or dependent relatives
a ground for the revocation or reduction of a
2. Failure of the donor to reserve
donation. (Note: only minor child)
sufficient property to pay off his
existing debts
3. Inofficiousness – donation exceeds EXTENT AND BASIS OF REVOCATION OR
that which the donor can give by will REDUCTION
4. Birth, appearance or adoption of a
child Q. What is the extent of revocation or
reduction?
The amount subject to revocation or
reduction is the excess over the portion that
may be freely disposed of by will.

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Q. What is the basis of revocation or  If property is still in his possession –


reduction? return
The value of the whole estate of the donor  If he has sold the property – give its
at the time of the birth, appearance or value
adoption of a child.  If property has been mortgaged –
donor may redeem the mortgage and
Q. Who has the burden of proof? donee must reimburse the donor
The donor – he must establish the  If property cannot be returned – return
requirements prescribed by law, on the basis its value at the time of the perfection of
of which revocation or reduction of the the donation
donation can be adjudged.
Q. How is the value at the time of donation
Q. What is sought to be protected by Art determined?
760? The price at which the property is sold is its
The prospective or presumptive legitime of value. If the price is less than its actual
the child because it is the only portion which value, donee is not liable for the difference
cannot be disposed of. Hence, if donation absent proof of bad faith.
does not exceed the free portion at the time
of the birth, appearance or adoption, there
will be no revocation or reduction, but it may PRESCRIPTION OF ACTION FOR
be reduced under Art 771 if it cannot be REVOCATION OR REDUCTION
covered by the free portion computed as of Donation is revoked ipso jure by operation of
the time of the donor’s death. law by the happening of any of the events
mentioned in Art 760. However, revocation
Illustration: is not self-executory. Resort to judicial action
X who was then childless, donated to Y a is necessary, but the action is not an action
property worth P50, 000. Subsequently, a to revoke but one to have the court declare
child was born X whose estate at the time the revocation which has already taken place
was P30, 000. His total estate then including by operation for law.
the value of the property donated is P80
000. Q. May the action be renounced? Is it
transmissible?
Since the legitime of a legitimate child is ½ No, the action cannot be renounced. Yes, it
of the estate or P40, 000, the free portion is is transmitted upon the death of the donor
also P40, 000. Hence, the donation must be to his heirs.
reduced to P10, 000.
Q. What is the prescriptive period of action
But if the value of his estate was P70, 000, for revocation or reduction? Four (4)
donation is not revoked or reduced because years, depending on the cause:
it does not exceed the free portion of P60,
000. (70k + 50k = 120k) 1. Birth of the first child – from the birth
(120/2 = 60k) of the first child

OBLIGATION OF DONEE UPON 2. Legitimation of a child – from the time


REVOCATION OR REDUCTION of legitimation (celebration of the
Obligation of donee is dependent upon the subsequent marriage of the parents)
property donated.

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3. Adoption of a child –from the date of Central Phil. University v. CA


judgment of the court approving the Where the time for the fulfillment of the
adoption becomes final condition depends upon the exclusive will of
the donee, the starting point from which the
4. Judicial declaration of filiation –from corresponding action must be instituted by
the date when judgment declaring the donor begins with the expiration of a
filiation becomes final reasonable period and opportunity for the
donee to fulfill what has been charged upon
him.
5. Appearance of the absent child – from
the time the information was received Q. What is the effect of non-fulfillment?
regarding the child’s existence 1. Property donated reverts to the
donor
6. Concurrence of causes – from the 2. Fruits of the property which the
earliest cause donee may have received after
having failed to fulfill the condition
7. Impairment of legitime – governed have to be returned to the donor
under the ordinary rules of prescription 3. Alienations and mortgages made by
(10 years from the time the right of the donee are void, subject only to
action accrue – death of donor- the rights of innocent third persons
decedent)
Q. What are the remedies of the donor?
1. Action for revocation
Art 764. REVOCATION BY REASON OF 2. Action for specific performance
FAILURE TO COMPLY W/ CONDITIONS
TN: Only the donor or his heirs have the
personality to question the noncompliance.
FAILURE TO COMPLY WITH CONDITIONS
Donation may be revoked by the donor in
case the donee fails to comply with any of PRESCRIPTIVE PERIOD OF ACTION
the conditions imposed by the donor upon
him. Q. When may the action be brought?
Within 4 years from non-compliance with the
Q. What is meant by conditions? condition.
Obligations, charges or burdens imposed by
the donor for his benefit or that of a third Q. Is court action necessary?
person. Revocation implies that there is an Yes, if the donee refuses to return the
existing donation. property or to comply with the conditions.
Donor cannot just execute a deed revoking
Q. What is the period for fulfillment? the donation and adjudicating the property
Within the period fixed by the donor. If no to another person. The same is without
period is fixed, the court shall determine the force and effect, having been done without
period. the intervention of the court.

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Q. May the deed of donation provide for  Criminal conviction of the donee is
automatic rescission? Yes, it may provide not required; sufficient that the
that violations of the conditions shall cause offense be proved by mere
the automatic rescission of the contract. preponderance of evidence in an
Donation is automatically revoked without action for revocation
need of a judicial declaration.  “wife” should be understood to
mean “spouse”
Except: Where the donee denies the donor’s  Child who is no longer under the
right to rescind. In which case, judicial donor’s parental authority is not
intervention is necessary to determine covered
whether rescission is proper.
2. If the donee imputes to the donor any
Q. Who has burden of proof? criminal offense, or any act involving
Presumption is that the donee has complied moral turpitude, even though he
with his obligation. The claim that the donee should prove it, unless the crime or
failed to do so is a matter of defense, hence the act has been committed against
the donor is duty bound to establish non- the donee himself, his wife or children
compliance by competent evidence. under his authority.

Q. May the action be renounced? Is it


 Immaterial that the donee can
transmissible?
prove his accusation or
Yes, action may be waived. Yes, the action is
substantiate his testimony
transmissible in favor of the donor’s heirs
 Exception: when the crime has
and against the donee’s heirs because the
been committed against the donee
right granted is not personal to the donor
himself, his wife or children
nor is the liability of the donee personal to
him.  The act involving moral turpitude
may not amount to a crime

Art 765. REVOCATION BY REASON OF 3. If he unduly refuses him support when


INGRATITUDE OF THE DONEE the donee is legally or morally bound
to give support to the donor

REVOCATION BY REASON OF INGRATITUDE  Two requisites: (1) refusal to


OF THE DONEE support the donor must be undue
The donation may be revoked at the or without just reason, (2) donee
instance of the donor by reason of must be legally/morally bound to
ingratitude. This provision does not apply to: support the donor.
1. Donations mortis causa  Donee is not liable to support the
2. Onerous donations donor beyond the value of the
property donated.
Q. What are the grounds for revocation by
reason of ingratitude? TN: The enumeration is exclusive and the
1. If the donee should commit some act of ingratitude must have been committed
offense against the person, honor or by the donee himself because the duty of
property of the donor, his wife or gratitude is personal.
children under his parental authority
Noceda v. Court of Appeals

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The donee’s act of occupying not only the Effect: The sale to T was valid, and the
portion of the land donated to him but also remedy of X is to recover from Y the value
fenced the whole area of the land which of the land at the time of the donation.
belongs to the donor without the latter’s
knowledge and consent is an act of July 10 – X donated the land to Y
usurpation which is an offense against July 30 – Y committed the act of ingratitude
property of the donor and is considered an August 10 – complaint for revocation was
act of ingratitude. annotated on the registry of property
August 15 – Y sold the land to T

EFFECT OF REVOCATION ON PRIOR Effect: The sale is void and X can recover
ALIENATIONS AND MORTGAGES the land from T.

Q. What are the rules? July 10 – X donated the land to Y


1. Alienations and mortgages made by July 20 – Y committed the act of ingratitude
the donee before the complaint for July 25– complaint for revocation was filed
revocation is annotated in the Registry July 30 – Y sold the land to T (T was aware
of Property, are valid. of the act of ingratitude by Y or the pending
action by X)
Effect: Donor can recover from the July 31, complaint was annotated on the
donee only the value of the property registry of property
donated at the time of the perfection
of the donation or the sum for which it Effect: The sale is void because T acted in
was mortgaged. bad faith, and therefore, X can recover the
property from T.
TN: Recovery cannot be made against
the third person, unless he acted in
bad faith as when he had actual PRESCRIPTIVE PERIOD
knowledge of the cause for revocation One (1) year from the time the donor had
or the filing of the action. knowledge of the fact and it was possible for
him to bring the action.
2. Later alienations shall be void.
Q. Can an action for revocation by reason of
Effect: Donor can recover the property ingratitude be renounced? No, it cannot be
from the transferee or mortgagee. renounced in advance – what the law
prohibits is waiver prior to the commission of
Illustrations: the act of ingratitude.

July 10 – X donated the land to Y Exception: A past ingratitude – can be


July 20 – Y sold the land to T subject of a valid renunciation because it can
July 30 – Y committed the act of ingratitude be considered as an act of magnanimity of
August 10 – complaint for revocation was the donor.
annotated on the registry of property
Q. When does the action prescribe?

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Within 1 year from the time the donor: REDUCTION OF INOFFICIOUS DONATIONS
1. Had knowledge of the act of Inofficious donations (more than what the
ingratitude donor can give by will) shall be reduced with
2. It was possible for him to bring the regard to the excess – upon the death of the
action donor, after determining the net value of the
estate.
Q. To bar the action, what proof must the
donee show? Q. Is an inofficious donation valid during the
1. Proof that the 1 year period has lifetime of the donor? Yes, because it is only
expired upon the death of the donor can it be
2. That it was possible for the donor to determined whether it is inofficious or not.
institute the said action with the said Consequently, during the lifetime of the
period donor, the donee is the owner of the
property donated and also the owner of the
fruits.
TRANSMISSION OF ACTION FOR
REVOCATION Q. When shall the action to reduce the
inofficious donation be brought? Within 5
Q. Is the action transmissible to the heirs of years from the time the right of action
the donor? accrues (from the time of the donor’s death)
General rule: NO, because the action to
revoke a donation by reason of ingratitude is Q. Who are persons entitled to ask for
pure personal to the donor. reduction in case of inofficious donations?
Only those who at the time of the donor’s
Exceptions: death have a right to the legitime and their
1. If the donee killed the donor heirs and successors in interest. Donor is not
2. If the donor dies without having known included because the inofficiousness can
of the act of ingratitude only be determined after his death.
3. A criminal case against the donee was
instituted by the donor but the donor Q. May the right to ask for reduction of
dies before he could bring the civil inofficious donations be renounced?
action for revocation No, it cannot be renounced during the
4. If action for revocation has already lifetime of the donor.
been filed by the donor before his
death

Q. May the heirs of the donee be held GENERAL RULES


responsible?
GR: No. The act of ingratitude of the donee
is personal. RETURN BY DONEE OF THE FRUITS OF
XPN: If the donor has already filed the PROPERTY DONATED
complaint before the donee’s death, the suit The rules depend upon the causes of
may be continued against his heirs. revocation or reduction.

1. Birth, appearance or adoption of a


Arts 771-772. REDUCTION OF INOFFICIOUS child, ingratitude, inofficiousness of
DONATIONS the donation – only the fruits
accruing from the filing of the
complaint shall be returned.
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2. Non-fulfillment of any of the


conditions imposed in the donation –
return the property donated and the
fruits accruing from the time of the
breach of the condition.

REDUCTION WHERE THERE ARE TWO OR


MORE DONATIONS
If there being two or more donations, the
disposable portion is not sufficient to cover
all of them, those of the more recent date
shall be suppressed or reduced with regard
to the excess.

Q. What are the rules?


1. The subsequent donations shall first
be reduced with regard to the excess
2. If the two donations were perfected at
the same time – the reduction should
be proportionated.

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