Case Summary (G.R. No. 233365)
Key Dates and Procedural Posture
RWR executed October 29, 1995; DoD executed July 27, 2004; Entry of judgment in the marriage nullity case indicating finality dated July 6, 2005; Eliodoro died June 28, 2008. RTC (Olongapo, Branch 72) decided in favor of Avegail on February 24, 2015; Court of Appeals affirmed on April 7, 2017; CA denied reconsideration August 15, 2017. Petition for review under Rule 45 filed by Nicxon to the Supreme Court; SC decision rendered March 24, 2021.
Applicable Law and Guiding Constitutional Framework
The Supreme Court applied provisions of the Family Code (1987) governing donations, property regimes and cohabitation (notably Articles 87, 89, 98, 105, 125, 147) and pertinent Civil Code provisions (Article 493 on co-ownership, Article 1490 re sales between spouses). Because the decision is dated 1990 or later, the 1987 Constitution underlies the judicial system within which these laws operate (as directed by the prompt).
Factual Background Relevant to the Legal Questions
The subject lot was originally registered in the names of Eliodoro and Adelita (TCT No. T-7396). Adelita executed an RWR in favor of Eliodoro in 1995 which was later inscribed on the title. Eliodoro executed a Deed of Donation in 2004 transferring the property to Nicxon, and TCT No. T-12547 issued to Nicxon. Adelita and Eliodoro were judicially declared to have a null marriage (void ab initio) in a decision dated June 15, 2005, with an entry of judgment reflecting finality as of July 6, 2005; that nullity was later the subject of an annulment-of-judgment petition which the CA denied and the Supreme Court refused further review in the related docket.
Issues Presented to the Supreme Court
Nicxon raised (1) whether the CA and RTC violated res judicata by failing to treat the earlier marriage nullity decision as final and executory; (2) whether the courts erred in holding that the property regime was absolute community property (ACP) despite the nullity decision; and (3) whether the DoD in favor of Nicxon is valid.
Standard on Reviewing Factual Findings in Rule 45 and the Court’s Relaxation
Although Rule 45 ordinarily precludes review of factual findings, the Court relaxed that rule given a patent factual error: the dispositive factual point was whether the marriage nullity decision had become final and executory prior to Eliodoro’s death. The Court found that finality was established (entry of judgment dated July 6, 2005) and corroborated by the CA’s decision denying Adelita’s annulment-of-judgment petition. This demonstrable record error justified relief in the certiorari petition.
Legal Effect of the Final Nullity Ruling on the Marital Status and Property Regime
Because the marriage was judicially declared void ab initio and that judgment was final before the donor’s death, the parties were not validly married. Consequently, the Family Code provisions relevant to persons living together as husband and wife without a valid marriage apply (Article 147), not the rules on absolute community property (Article 89) or conjugal partnership/ACP that govern valid marriages. The Court also noted that, even if the marriage had been valid, the applicable regime for a marriage celebrated in 1975 would have been conjugal partnership of gains (CPG) under transitional provisions (Article 105), so the RTC’s application of ACP was doubly incorrect.
Validity of the Renunciation and Waiver of Rights (RWR)
The RWR was declared void. Article 87 of the Family Code proscribes “every donation or grant of gratuitous advantage, direct or indirect, between the spouses during the marriage” and expressly extends the prohibition to persons living together as husband and wife without a valid marriage. The Court found no material or valuable consideration supporting the RWR; it partook of the nature of a gratuitous advantage and thus was void under Article 87 as applied to cohabiting persons or parties to a void marriage.
Validity of the Deed of Donation (DoD) to Nicxon
The DoD was held void. If the parties had been validly married, Articles 98 and 125 (Family Code) would have required spousal consent for donations of community or conjugal partnership property; lacking such consent, the donation would be void. Under the actual legal characterization—exclusive cohabitation or void marriage governed by Article 147—the property acquired during cohabitation is governed by special co-ownership rules. Article 147 expressly prohibits either party from encumbering or disposing inter vivos of his or her share in property acquired during cohabitation and owned in common without the consent of the other until after termination of cohabitation. Although ordinary co-ownership principles (Civil Code Article 493) would permit a co-owner to alienate his undivided share, Article 147 creates a specific exception—a “special co-ownership”—that bars such inter vivos dispositions during cohabitation. Consequently, Eliodoro’s donation of the subject property without Adelita’s consent was void in its entirety under Article 147.
Relationship Between Article 493 and Article 147
The Court explained that Article 493’s rule that a co-owner may alienate his undivided share
...continue readingCase Syllabus (G.R. No. 233365)
Procedural Posture and Nature of the Case
- Petition for Review on Certiorari under Rule 45 of the Rules of Court filed by petitioner Nicxon L. Perez, Jr. (Nicxon) assailing:
- Decision of the Court of Appeals (CA) dated April 7, 2017 in CA-G.R. CV No. 105393 that dismissed Nicxon’s appeal and affirmed the Regional Trial Court (RTC) Decision dated February 24, 2015; and
- CA Resolution dated August 15, 2017 denying Nicxon’s motion for reconsideration.
- RTC, Olongapo City, Branch 72 rendered Decision in Civil Case No. 135-0-2010 for Annulment of Donation and Title with Prayer for Temporary Restraining Order and Writ of Preliminary Injunction.
- Related ancillary proceedings:
- Marriage Nullity case: Civil Case No. 44-0-2005 (Eliodoro Q. Perez v. Adelita M. Perez) decided by RTC-Branch 73 on June 15, 2005 declaring the marriage void ab initio; entry of judgment stating final and executory as of July 6, 2005.
- Adelita’s Annulment of Judgment Petition filed July 5, 2011 docketed as CA-G.R. SP No. 120119; CA Resolution of March 5, 2012 referred petition for reception of evidence; CA Special Former Fifth Division Decision dated September 22, 2015 denied Adelita’s petition; motion for reconsideration denied January 13, 2016; her petition to the Supreme Court denied March 16, 2016 (Second Division).
- Supreme Court’s disposition: Petition partly meritorious in fact-finding respects; Petition DENIED in overall relief; CA Decision of April 7, 2017 AFFIRMED; RTC Decision of February 24, 2015 MODIFIED as specified by the Court.
Parties, Titles and Relevant Identifications
- Petitioner: Nicxon L. Perez, Jr. (variously cited in the record as “Nicxon Perez,” “Nicxon Perez, Jr.,” and “Nixon L. Perez, Jr.” in parts of the rollo).
- Respondent / Plaintiff in RTC: Avegail Perez-Senerpida (Avegail), assisted by her husband Mr. Senerpida.
- Deceased owner / donor at center of disputes: Eliodoro Q. Perez (Eliodoro).
- Alleged co-owner / wife and cohabitant: Adelita M. Perez (Adelita).
- Heirs of Eliodoro referenced in related proceedings: Eulalia Perez-Gaerlan, May Perez-Africa, Corazon Perez-Cagungun, Hermelinda Perez-Malloy, and Lilibeth Perez-Wong (respondents in CA-G.R. SP No. 120119).
Factual Background (as narrated in the CA Decision and records)
- Subject property:
- Lot 2 Block 9 of consolidation subdivision plan (LRC) Psc-13291, area 350 square meters, Barangay Sta. Rita, Olongapo City.
- Originally registered in names of Eliodoro Q. Perez and Adelita M. Perez under Transfer Certificate of Title (TCT) No. T-7396.
- Family relationships:
- Eliodoro and Adelita married on December 10, 1975 at Infanta, Pangasinan; two children born of that union: Avegail and Adonis Perez.
- Eliodoro had prior marriage(s) and children from earlier marriage(s), including Nicxon Perez, Sr., father of petitioner Nicxon L. Perez, Jr.
- Instruments and transfers:
- October 29, 1995: Adelita executed a sworn instrument denominated as Renounciation (sic) and Waiver of Rights (RWR) in favor of Eliodoro.
- RWR inscribed on TCT No. T-7396 on July 20, 2004.
- July 27, 2004: Eliodoro executed Deed of Donation (DoD) donating the subject property to Nicxon without Adelita’s conformity; TCT No. T-7396 cancelled and TCT No. T-12547 issued in name of Nicxon.
- November 16, 2009: Nicxon executed a Real Estate Mortgage in favor of Rolando Ramos over the property under TCT No. T-12547.
- Judicial proceedings and key dates:
- February 1, 2005: Eliodoro filed petition for declaration of nullity of marriage under Article 36 of the Family Code (Civil Case No. 44-0-2005) before RTC-Branch 73.
- June 15, 2005: RTC-Branch 73 rendered decision declaring marriage between Eliodoro and Adelita void ab initio.
- July 6, 2005: entry of judgment indicating the Marriage Nullity Decision became final and executory as of this date.
- June 28, 2008: Eliodoro died.
- April 14, 2009: Extrajudicial Settlement Among Heirs with Waiver executed and signed by his legitimate and compulsory heirs.
- September 30, 2010: Avegail instituted action against Nicxon in RTC-Branch 72 (Civil Case No. 135-0-2010) for Annulment of Donation and Title with Prayer for TRO and Writ of Preliminary Injunction.
- July 5, 2011: Adelita filed Annulment of Judgment Petition in CA (CA-G.R. SP No. 120119) to nullify Marriage Nullity Decision on grounds including lack of jurisdiction and lack of service.
- March 5, 2012: CA referred Adelita’s Annulment of Judgment Petition to the Executive Judge of the RTC of Olongapo City for assignment to judge for reception of evidence.
- Branch 75 of the RTC received evidence, later transmitted entire records to CA; CA Special Former Fifth Division denied Adelita’s petition on September 22, 2015.
- Trial court findings in Civil Case No. 135-0-2010 (RTC Decision dated February 24, 2015):
- Annulled the RWR executed by Adelita in favor of Eliodoro.
- Annulled the DoD executed by Eliodoro in favor of Nicxon.
- Nullified and ordered cancellation of TCT No. T-12547 in name of Nicxon.
- Ordered issuance of another title over the subject property in the name of Eliodoro Perez.
- CA findings and disposition (Decision dated April 7, 2017):
- Dismissed Nicxon’s appeal; affirmed RTC.
- Held that at time of donation Eliodoro was still legally married to Adelita (given Eliodoro’s death June 28, 2008), thus requiring conformity under Article 98 of the Family Code.
- Found RWR void under Article 89 and Article 87 of the Family Code as a prohibited waiver/donation between spouses; concluded RWR and DoD are void contracts producing no legal effect.
- Supreme Court procedural recourse:
- Nicxon filed Motion for Reconsideration before CA (May 6, 2017) denied August 15, 2017; thereafter filed Rule 45 Petition before the Supreme Court, leading to the instant decision.
Issues Presented (as stated in the Petition)
- Whether the CA and the RTC violated the rule on res judicata by not treating as final and executory the earlier Marriage Nullity Decision (Civil Case No. 44-0-2005).
- Whether the CA and the RTC erred in ruling that the property regime of Eliodoro and Adelita was still covered by the Absolute Community of Property (ACP) despite the final decision declaring their marriage void ab initio.
- Whether the Deed of Donation (DoD) executed by Eliodoro in favor of Nicxon is valid.
Supreme Court’s Resolution and Rationale — Overview
- The Petition was found partly meritorious.
- The first two issues were resolved jointly because both turn on the critical factual determination of the date when the Marriage Nullity Decision became final and executory.
- The Supreme Court relaxed the usual bar on the review of factual findings in a Rule 45 petition because the lower courts committed a patent error in a determinative factual finding: they concluded the Marriage Nullity Decision had not become final prior to Eliodoro’s death, when in fact it had.
- On the basis that the Marriage Nullity Decision became final and executory on July 6, 2005 (prior to Eliodoro’s death on June 28, 2008), Supreme Court concluded the marriage was null and void ab initio pursuant to Article 36 of the Family Code.
Findings on Finality of the Marriage Nullity Decision
- Chronology and documentary proof:
- Entry of Judgment dated July 11, 2005 issued by Clerk of Court of RTC-Branch 73 reflects decision rendered June 15, 2005 and states the decision became final and executory as of July 6, 2005 (Annexes appended to the Petition).
- CA in CA-G.R. SP No. 120119 rendered Decision dated September 22, 2015 denying Adelita’s Annulment of Judgment Petition and confirmed that the Marriage Nullity Decision became final and executory on July 6, 2005.
- The CA Decision and Court Resolution denying Adelita’s further petition to the Supreme Court were appended to Nicxon’s Rule 45 Petition; Avegail did not controvert these records in her Comment.
- Supreme Court’s determination:
- Both the RTC and the CA in the present case committed a patent factual error in concluding the Marriage Nullity Decision had not attained finality prior to Eliodoro’s death.
- The March 5, 2012 CA Resolution in connection with Adelita’s Annulment of Judgment Petition was a disposition in that separate petition; the RTC should have verified the nature of the proc