Republic v. Guzman
Republic v. Guzman
Republic v. Guzman
David Rey Guzman, a natural-born American citizen, is the son of the spouses
Simeon Guzman, a naturalized American citizen, and Helen Meyers Guzman,
an American citizen. Simeon died leaving an estate of several parcels of land
to his sole heirs, David and Helen.
Helen and David executed a Deed of Extrajudicial Settlement of the Estate.
The document of was registered in the Office of the Register of Deeds.
The parcels of land were accordingly registered in the name of Helen Meyers
Guzman and David Rey Guzman in undivided equal shares.
On 10 December 1981 Helen executed a Quitclaim Deed assigning,
transferring and conveying to her son David her undivided one-half (1/2)
interest on all the parcels of land subject matter of the Deed of Extrajudicial
Settlement of the Estate of Simeon Guzman. Since the document appeared
not to have been registered, upon advice of Atty. Lolita G. Abela, Helen
executed another document, a Deed of Quitclaim, on 9 August 1989
confirming the earlier deed of quitclaim as well as modifying the document to
encompass all her other property in the Philippines.
[4]
On 16 March 1994 a certain Atty. Mario A. Batongbacal wrote the Office of the
Solicitor General and furnished it with documents showing that Davids
ownership of the one-half (1/2) of the estate of Simeon Guzman was
defective. On the basis thereof, the Government filed before the Regional Trial
Court of Malolos Bulacan a Petition for Escheat praying that one-half (1/2) of
David's interest in each of the subject parcels of land be forfeited in its favor.
On 9 August 1994 David Rey Guzman responded with a prayer that the
petition be dismissed. Sppedsc
On 11 July 1995 the trial court dismissed the petition holding that the two (2)
deeds of quitclaim executed by Helen Meyers Guzman had no legal force and
effect so that the ownership of the property subject thereof remained with her.
[5]
The Government appealed the dismissal of the petition but the appellate
court affirmed the court a quo.
[6]
Petitioner anchors its argument on Art. XII of the Constitution which provides Sec. 7. Save in cases of hereditary succession, no private lands
shall be transferred or conveyed except to individuals,
corporations, or associations qualified to acquire or hold lands of
the public domain.
Sec. 8. Notwithstanding the provisions of Section 7 of this Article,
a natural-born citizen of the Philippines who has lost his Philippine
citizenship may be a transferee of private lands, subject to
limitations provided by law.
Thus as a rule, only a Filipino citizen can acquire private lands in the
Philippines. The only instances when a foreigner can acquire private lands in
the Philippines are by hereditary succession and if he was formerly a naturalborn Filipino citizen who lost his Philippine citizenship. Petitioner therefore
contends that the acquisition of the parcels of land by David does not fall
under any of these exceptions. It asserts that David being an American citizen
could not validly acquire one-half (1/2) interest in each of the subject parcels
of land by way of the two (2) deeds of quitclaim as they are in reality
donations inter vivos. It also reasons out that the elements of donation are
present in the conveyance made by Helen in favor of David: first, Helen
consented to the execution of the documents; second, the dispositions were
made in public documents; third, David manifested his acceptance of the
[8]
Not all the elements of a donation of an immovable property are present in the
instant case. The transfer of the property by virtue of the Deed of Quitclaim
executed by Helen resulted in the reduction of her patrimony as donor and the
consequent increase in the patrimony of David as donee. However, Helens
intention to perform an act of liberality in favor of David was not sufficiently
established. A perusal of the two (2) deeds of quitclaim reveals that Helen
intended to convey to her son David certain parcels of land located in the
Philippines, and to re-affirm the quitclaim she executed in 1981 which likewise
declared a waiver and renunciation of her rights over the parcels of land. The
language of the deed of quitclaim is clear that Helen merely contemplated a
waiver of her rights, title and interest over the lands in favor of David, and not
a donation. That a donation was far from Helen's mind is further supported by
her deposition which indicated that she was aware that a donation of the
parcels of land was not possible since Philippine law does not allow such an
arrangement. She reasoned that if she really intended to donate something
[9]
to David it would have been more convenient if she sold the property and
gave him the proceeds therefrom. It appears that foremost in Helens mind
was the preservation of the Bulacan realty within the bloodline of Simeon from
where they originated, over and above the benefit that would accrue to David
by reason of her renunciation. The element of animus donandi therefore was
missing.
[10]
[11]
Likewise, the two (2) deeds of quitclaim executed by Helen may have been in
the nature of a public document but they lack the essential element of
acceptance in the proper form required by law to make the donation valid. We
find no merit in petitioners argument that the Special Power of Attorney
executed by David in favor of Atty. Lolita G. Abela manifests his implied
acceptance of his mothers alleged donation as a scrutiny of the document
clearly evinces the absence thereof. The Special Power of Attorney merely
acknowledges that David owns the property referred to and that he authorizes
Atty. Abela to sell the same in his name. There is no intimation, expressly or
impliedly, that Davids acquisition of the parcels of land is by virtue of Helens
possible donation to him and we cannot look beyond the language of the
document to make a contrary construction as this would be inconsistent with
the parol evidence rule.
[12]
[14]
given to the donor or else noted in the deed of donation, and in the separate
acceptance, the donation is null and void.
These requisites, definitely prescribed by law, have not been complied with,
and no proof of compliance appears in the record. The two (2) quitclaim deeds
set out the conveyance of the parcels of land by Helen in favor of David but its
acceptance by David does not appear in the deeds, nor in the Special Power
of Attorney. Further, the records reveal no other instrument that evidences
such acceptance and notice thereof to the donor in an authentic manner. It is
well-settled that if the notification and notation are not complied with, the
donation is void. Therefore, the provisions of the law not having been
complied with, there was no effective conveyance of the parcels of land by
way of donation inter vivos. Scncm
[17]
However, the inexistence of a donation does not render the repudiation made
by Helen in favor of David valid. There is no valid repudiation of inheritance as
Helen had already accepted her share of the inheritance when she, together
with David, executed a Deed of Extrajudicial Settlement of the Estate of
Simeon Guzman on 29 December 1970 dividing and adjudicating between the
two (2) of them all the property in Simeons estate. By virtue of such
extrajudicial settlement the parcels of land were registered in her and her sons
name in undivided equal share and for eleven (11) years they possessed the
lands in the concept of owner. Article 1056 of the Civil Code provides The acceptance or repudiation of an inheritance, once made is
irrevocable and cannot be impugned, except when it was made
through any of the causes that vitiate consent or when an
unknown will appears.
Nothing on record shows that Helens acceptance of her inheritance from
Simeon was made through any of the causes which vitiated her consent nor is
there any proof of the existence of an unknown will executed by Simeon.
Thus, pursuant to Art. 1056, Helen cannot belatedly execute an instrument
which has the effect of revoking or impugning her previous acceptance of her
one-half (1/2) share of the subject property from Simeons estate. Hence, the
two (2) quitclaim deeds which she executed eleven (11) years after she had
accepted the inheritance have no legal force and effect.
Nevertheless, the nullity of the repudiation does not ipso facto operate to
convert the parcels of land into res nullius to be escheated in favor of the
Government. The repudiation being of no effect whatsoever the parcels of
land should revert to their private owner, Helen, who, although being an
American citizen, is qualified by hereditary succession to own the property
subject of the litigation.
[18]
David Rey Guzman, a natural-born American citizen, is the son of the spouses
Simeon Guzman, a naturalized American citizen, and Helen Meyers Guzman,
an American citizen. Simeon died leaving an estate of several parcels of land
to his sole heirs, David and Helen.
Helen and David executed a Deed of Extrajudicial Settlement of the Estate.
The document of was registered in the Office of the RD.
The parcels of land were accordingly registered in the name of Helen Meyers
Guzman and David Rey Guzman in undivided equal shares.
Helen executed a Quitclaim Deed transferring to David her undivided 1/2 interest on all the
parcels of land subject matter of the Deed of Extrajudicial Settlement.
Issue: Whether the quitclaim executed by Helen is tantamount to a donation in favor of David.
Held: No.
Ratio:
Not all the elements of a donation of an immovable property are present in the instant case. The
language of the deed of quitclaim is clear that Helen merely contemplated a waiver of her rights,
title and interest over the lands in favor of David, and not a donation. That a donation was far
from Helen's mind is further supported by her deposition which indicated that she was aware that
a donation of the parcels of land was not possible since Philippine law does not allow such an
arrangement. The element of animus donandi therefore was missing.
There are three (3) essential elements of a donation: (a) the reduction of the patrimony of the
donor; (b) the increase in the patrimony of the donee; and, (c) the intent to do an act of liberality
or animus donandi.
When applied to a donation of an immovable property, the law further requires that the donation
be made in a public document and that there should be an acceptance thereof made in the
same deed of donation or in a separate public document. In cases where the acceptance is
made in a separate instrument, it is mandated that the donor should be notified thereof in an
authentic form, to be noted in both instruments.
Likewise, the deeds of quitclaim executed by Helen may have been in the
nature of a public document but they lack the essential element of acceptance
in the proper form required by law to make the donation valid.
Moreover, it is mandated that if an acceptance is made in a separate public
writing the notice of the acceptance must be noted not only in the document
containing the acceptance but also in the deed of donation. Commenting on
Art. 633 of the Civil Code from whence Art. 749 came Manresa said: "If the
acceptance does not appear in the same document, it must be made in
another. Solemn words are not necessary; it is sufficient if it shows the
intention to accept it is necessary that formal notice thereof be given to the
donor, and the fact that due notice has been given must be noted in both
instruments. Then and only then is the donation perfected. "
Therefore, the provisions of the law not having been complied with, there was
no effective conveyance of the parcels of land by way of donation inter vivos.
When applied to a donation of an immovable property, the law further requires that the donation
be made in a public document and that there should be an acceptance thereof made in the
same deed of donation or in a separate public document. In cases where the acceptance is
made in a separate instrument, it is mandated that the donor should be notified thereof in an
authentic form, to be noted in both instruments.
Art. 633 of the Civil Code from whence Art. 749 came Manresa said: "If the acceptance does not
appear in the same document, it must be made in another. Solemn words are not necessary; it
is sufficient if it shows the intention to accept x x x x it is necessary that formal notice thereof be
given to the donor, and the fact that due notice has been given must be noted in both
instruments. Then and only then is the donation perfected. "
Therefore, the provisions of the law not having been complied with, there was no effective
conveyance of the parcels of land by way of donation inter vivos.
However, the inexistence of a donation does not make the repudiation of Helen in favor David
valid.
There is no valid repudiation of inheritance as Helen had already accepted her share of the
inheritance when she, together with David, executed a Deed of Extrajudicial dividing and
adjudicating between the 2 of them all the property in Simeons estate. By virtue of such
extrajudicial settlement the parcels of land were registered in her and her sons name in
undivided equal share and for 11 years they possessed the lands in the concept of owner.
Nevertheless, the nullity of the repudiation does not ipso facto operate to
convert the parcels of land into res nullius to be escheated in favor of the
Government. The repudiation having no effect, the land should revert to their
[
FACTS:
David was a natural-born American citizen. His dad is a naturalized American citizen. When his dad
died, properties were left in favor of him and his mother. Thereafter, a quitclaim was executed by the
mother, conveying to him all of her shares in the property. Govt petitioned for escheat.
It contends
that as a rule, only a Filipino citizen can acquire private lands in the
Philippines. The only instances when a foreigner can acquire private lands in
the Philippines are by hereditary succession and if he was formerly a naturalborn Filipino citizen who lost his Philippine citizenship. Government therefore
alleges that the acquisition of the parcels of land by David does not fall under
any of these exceptions. It asserts that David being an American citizen could
not validly acquire 1/2 interest in each of the subject parcels of land by way of
the 2 deeds of quitclaim as they are in reality donations inter vivos.
HELD:
Not all the elements of a donation of an immovable property are present in the instant case. The
language of the deed of quitclaim is clear that Helen merely contemplated a waiver of her rights,
title and interest over the lands in favor of David, and not a donation. That a donation was far
from Helen's mind is further supported by her deposition which indicated that she was aware that
a donation of the parcels of land was not possible since Philippine law does not allow such an
arrangement. The element of animus donandi therefore was missing.
There are three (3) essential elements of a donation: (a) the reduction of the patrimony of the
donor; (b) the increase in the patrimony of the donee; and, (c) the intent to do an act of liberality
or animus donandi.
When applied to a donation of an immovable property, the law further requires that the donation
be made in a public document and that there should be an acceptance thereof made in the
same deed of donation or in a separate public document. In cases where the acceptance is
made in a separate instrument, it is mandated that the donor should be notified thereof in an
authentic form, to be noted in both instruments.
FACTS:
David Rey Guzman, a natural-born American citizen, is the son of the spouses
Simeon Guzman (naturalized American) and Helen Meyers Guzman (American
citizen). In 1968, Simeon died leaving to his heirs, Helen and David, an estate
consisting of several parcels of land in Bulacan.
In 1970, Helen and David executed a Deed of Extrajudicial Settlement of the Estate,
dividing and adjudicating to themselves all of the property, and registered it to the
RD a year after.
In 1994, Atty. Batongbacal wrote the OSG andfurnished it with documents showing
that Davids ownership of of the estate was defective. He argued that Art. XII of
the Constitution only allows Filipinos to acquire private lands in the country. The
only instances when a foreigner may acquire private property are by hereditary
succession and if he was formerly a natural-born citizen who lost his Filipino
citizenship. Moreover, it contends that the Deeds of Quitclaim executed by Helen
were really donations inter vivos.
Republic filed with RTC a Petition for Escheat praying that of Davids interest be
forfeited in its favor. RTC dismissed. CA affirmed.
HELD: NO.
Not all the elements of a donation are present. The transfer of the properties by
virtue of a Deed of Quitclaim resulted in the (1) reduction of her patrimony as donor
and the (2) consequent increase in the patrimony of David as donee. However,
Helens (3) intention to perform an act of liberality in favor of David was not
sufficiently established. The 2 Quitclaims reveal that Helen intended to convey to
her son certain parcels of land and to re-affirm it, she executed a waiver and
renunciation of her rights over these properties. It is clear that Helen merely
contemplated a waiver of her rights, title, interest over the lands in favor of David,
not a donation. She was also aware that donation was not possible.
Moreover, the essential element of acceptance in the proper form and registration
to make the donation valid is lacking. The SPA executed by David in favor of Atty.
Abela was not his acceptance, but an acknowledgment that David owns the
property referred to and that he authorizes Atty. Abela to sell the same in his name.
Further, there was nothing in the SPA to show that he indeed accept the donation.
However, the inexistence of a donation does not make the repudiation of Helen in
favor David valid. There is NO valid repudiation of inheritance as Helen had already
accepted her share of the inheritance when she, together with David, executed a
Deed of Extrajudicial Settlement of the Estate, dividing and adjudicating between
them all the properties. By virtue of that settlement, the properties were registered
in their names and for 11 years, they possessed the land in the concept of owner.
Thus, the 2 Quitclaims have no legal force and effect. Helen still owns of the
property.