Wednesday, October 26, 2011

Who are the parties to reserva troncal?

We find no merit in the petitioner's argument that the estate of the deceased was subject to reserva troncal and that it pertains to her as his only relative within the third degree on his mother's side. The reserva troncal provision of the Civil Code is found in Article 891 which reads as follows:
"ART. 891. The ascendant who inherits from his descendant any property which the latter may have acquired by gratuitous title from another ascendant, or a brother or sister, is obliged to reserve such property as he may have acquired by operation of law for the benefit of relatives who are within the third degree and who belong to the line from which said property came."
The persons involved in reserva troncal are:
"1. The person obliged to reserve is the reservor (reservista) - the ascendant who inherits by operation of law property from his descendants.
"2. The persons for whom the property is reserved are the reservees (reservatarios) -relatives within the third degree counted from the descendant (propositus), and belonging to the line from which the property came.
"3. The propositus - the descendant who received by gratuitous title and died without issue, making his other ascendant inherit by operation of law." (p. 692, Civil Law by Padilla, Vol. II, 1956 Ed.)
Clearly, the property of the deceased, Esteban Javellana Jr., is not reservable property, for Esteban, Jr. was not an ascendant, but the descendant of his mother, Salustia Solivio, from whom he inherited the properties in question. Therefore, he did not hold his inheritance subject to a reservation in favor of his aunt, Celedonia Solivio, who is his relative within the third degree on his mother's side. The reserva troncal applies to properties inherited by an ascendant from a descendant who inherited it from another ascendant or a brother or sister. It does not apply to property inherited by a descendant from his ascendant, the reverse of the situation covered by Article 891.
Since the deceased, Esteban Javellana, Jr., died without descendants, ascendants, illegitimate children, surviving spouse, brothers, sisters, nephews or nieces, what should apply in the distribution of his estate are Articles 1003 and 1009 of the Civil Code which provide:
"ART. 1003. If there are no descendants, ascendants, illegitimate children, or a surviving spouse, the collateral relatives shall succeed to the entire estate of the deceased in accordance with the following articles.
"ART. 1009. Should there be neither brothers nor sisters, nor children of brothers or sisters, the other collateral relatives shall succeed to the estate.
"The latter shall succeed without distinction of lines or preference among them by reason of relationship by the whole blood."
Therefore, the Court of Appeals correctly held that:
"Both plaintiff-appellee and defendant-appellant being relatives of the decedent within the third degree in the collateral line, each, therefore, shall succeed to the subject estate ‘without distinction of line or preference among them by reason of relationship by the whole blood,’ and is entitled to one half (1/2) share and share alike of the estate." (p. 57, Rollo)

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