Title
Del Rosario vs. Ferrer
Case
G.R. No. 187056
Decision Date
Sep 20, 2010
A 1968 donation by spouses Gonzales, labeled mortis causa, was ruled inter vivos by the Supreme Court due to irrevocability and donees' acceptance, voiding Leopoldo's subsequent assignment to Asuncion.
A

Case Digest (G.R. No. 187056)

Facts:

  • Execution of the “Donation Mortis Causa”
    • On August 27, 1968, spouses Leopoldo and Guadalupe Gonzales executed a document entitled “Donation Mortis Causa” in favor of their two children (Asuncion and Emiliano) and granddaughter Jarabini, covering their 126-sqm lot and house in Pandacan, Manila.
    • Key provisions of the deed:
      • The donation is irrevocable and to be respected by the surviving spouse.
      • The donation shall not affect distribution of other properties.
      • A surviving spouse reserves the right, ownership, possession, and administration of the property, with the disposition to be effective upon the donors’ deaths.
  • Formalities and Acceptance
    • The deed lacked an attestation clause and had only two witnesses (not the three required for a notarial will).
    • The named donees signed the document, indicating acceptance of the donation.
  • Subsequent Events
    • Guadalupe Gonzales died in September 1968.
    • On December 19, 1968, Leopoldo Gonzales executed a deed of assignment of his rights and interests in the property to daughter Asuncion.
    • Leopoldo died in June 1972.
  • Judicial Proceedings
    • In 1998, Jarabini filed a petition for probate of the August 27, 1968 deed before the RTC of Manila (Sp. Proc. 98-90589).
    • RTC Decision (June 20, 2003): Held the deed was an inter vivos donation (irrevocable, accepted, and immediately effective), rendering Leopoldo’s assignment void. Ordered registration of the property in equal shares to the donees.
    • CA Decision (December 23, 2008): Reversed the RTC, holding the deed was a mortis causa donation (collaterally attacking Leopoldo’s assignment disallowed; formal wills requirements unmet), thus void.

Issues:

  • Whether the August 27, 1968 “Donation Mortis Causa” is in fact:
    • A valid mortis causa donation; or
    • An irrevocable inter vivos donation effective upon acceptance.

Ruling:

  • (Subscriber-Only)

Ratio:

  • (Subscriber-Only)

Doctrine:

  • (Subscriber-Only)

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