Friday, May 27, 2016

Abellana v. Spouses Ponce 437 SCRA 531 (2004)



FACTS:

1.      Felomina, the aunt of private respondent Lucila Ponce, purchased from the late Estela Caldoza-Pacres an agricultural lot with the intention of giving said lot to her niece, Lucila. Thus, in the deed of sale, the latter was designated as the buyer of the lot covered by an OCT located at Los Angeles, Butuan City. The total consideration of the sale was P16,500.00, but only P4,500.00 was stated in the deed upon the request of the seller.

2.      Subsequently, Felomina applied for the issuance of title in the name of her niece. TCT over the subject lot was issued in the name of Lucila. Said title, however, remained in the possession of Felomina who developed the lot through Juanario Torreon and paid real property taxes thereon.

3.      The relationship between Felomina and respondent spouses Romeo and Lucila Ponce, however, turned sour. The latter allegedly became disrespectful and ungrateful to the point of hurling her insults and even attempting to hurt her physically. Hence, Felomina filed the instant case for revocation of implied trust to recover legal title over the property.

4.      Private respondent spouses Lucila and Romeo, on the other hand, claimed that the purchase price of the lot was only P4,500.00 and that it was them who paid the same. The payment and signing of the deed of sale allegedly took place in the office of Atty. Teodoro Emboy in the presence of the seller and her siblings namely, Aquilino Caldoza and the late Lilia Caldoza.

5.      The trial court rendered a decision holding that an implied trust existed between Felomina and Lucila, such that the latter is merely holding the lot for the benefit of the former. It thus ordered the conveyance of the subject lot in favor of Felomina.

6.      The Court of Appeals set aside the decision of the trial court ruling that Felomina failed to prove the existence of an implied trust and upheld respondent spouses ownership over the litigated lot.

ISSUE: Who, as between Felomina and respondent spouses, is the lawful owner of the controverted lot?

RULING: It was Felomina and not Lucila who truly purchased the questioned lot from Estela.  The donation of immovable property by Felomina to Lucila is void.

Under Article 749 of the Civil Code, in order that the donation of an immovable property may be valid, it must be made in a public document, specifying therein the property donated and the value of the charges which the donee must satisfy.  The acceptance may be made in the same deed of donation or in a separate public document, but it shall not take effect unless it is done during the lifetime of the donor.  If the acceptance is made in a separate instrument, the donor shall be notified thereof in an authentic form, and this step shall be noted in both instruments.


In the instant case, what transpired between Felomina and Lucila was a donation of an immovable property which was not embodied in a public instrument as required by the foregoing article. Being an oral donation, the transaction was void. Moreover, even if Felomina enjoyed the fruits of the land with the intention of giving effect to the donation after her demise, the conveyance is still a void donation mortis causa, for non-compliance with the formalities of a will. No valid title passed regardless of the intention of Felomina to donate the property to Lucila, because the naked intent to convey without the required solemnities does not suffice for gratuitous alienations, even as between the parties inter se. At any rate, Felomina now seeks to recover title over the property because of the alleged ingratitude of the respondent spouses.

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