García Aldonza v. de Jesús

79 P.R. 139
CourtSupreme Court of Puerto Rico
DecidedApril 24, 1956
DocketNo. 11338
StatusPublished

This text of 79 P.R. 139 (García Aldonza v. de Jesús) is published on Counsel Stack Legal Research, covering Supreme Court of Puerto Rico primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
García Aldonza v. de Jesús, 79 P.R. 139 (prsupreme 1956).

Opinion

Mr. Justice Pérez Pimentel

delivered the opinion of the Court.

This is an appeal from a judgment of the Mayagiiez Part ©f the Superior Court sustaining a complaint of revendica[140]*140tion of a certain property consisting of 5 cuerdas of land,, situated in the ward of Guanajibo, Hormigueros, brought by Vicenta García Aldonza against Monserrate de Jesús. The complaint alleged that plaintiff is the owner of the said', property; that the latter is recorded in her favor in the Registry of Property of Mayagüez; and that the defendant held the possession without any title whatsoever, in bad faith, and against plaintiff’s will. In her answer, the defendant admitted that she held the possession and enjoyed the property in litigation since 1935, in the belief that she was the owner, in good faith, publicly, and uninterruptedly; that the property in question was acquired in 1935 by Vicente Pérez Almanza, a Catholic priest, by purchase from Félix Miguel Rodriguez through a public deed; that the priest purchased' the property in question for the defendant in payment of the gratuitous services which she rendered to him for many years as a maid and housekeeper. The defendant also filed' a counterclaim claiming to be the owner of the property; that she possessed the same in that capacity since 1935; that she paid the property taxes thereon; that in 1942 the Treasurer of Puerto Rico exempted the property in question from taxes as the homestead of the defendant and counter-claimant; that the property was recorded in the Registry of Property in the name of plaintiff and counter-defendant by virtue of a will executed on September 13,, 1948, before a notary in Bañeza, Spain, by Rev. Vicente Pérez Almanza, constituting plaintiff his sole and universal heir for having been his maid and taken care of him; that that will, without further requirements, is not sufficient to pass title to real estate situated in Puerto Rico.

The property in question, we have already said, was recorded in the Registry in the name of plaintiff-appellee as hereditary property. At the trial plaintiff offered in evidence, and the court admitted over defendant’s objection, a certified copy of the open will executed in Bañeza, Spain, by [141]*141Rey. Pérez Almanza, who was the former record owner of the property in litigation. In rendering judgment, the judge of the lower court held that the will in question was executed with all the formalities required by the Puerto Rican law, and that by virtue of such will plaintiff acquired valid title to the property in litigation.

Appellant maintains in the first assignment of error that according to the judgment rendered by the Circuit Court of Boston in Melón v. Entidad Provincia Religiosa, 189 F. 2d 163, “a foreign will cannot be recognized as valid to pass title to real estate situated in the Island of Puerto Rico.”

We disagree. Assuming, without deciding, that the Melón case states correctly the rule prevailing in Puerto Rico,1 there is nothing in that case to support appellant’s view. That case dealt with a sacramental will executed in Barcelona, Spain. The formalities and proof of that will did not comply with the requirements of the Puerto Rican laws. The problem before the court was whether that will was effective in Puerto Rico as respects real estate situated in the Island. In this connection, it stated: “The question thus raised and which this court is called upon to decide is whether the law of Puerto Rico will recognize as effective to pass title to real estate situated in Puerto Rico a foreign will the formalities and proof of which do not comply with Puerto Rican law.” (189 F. 2d 163.) That court held that under the American, rule of lex rei sitse, which in its opinion was applied by the Supreme Court of Puerto Rico in Colón et al. v. Registrar of Aguadilla, 22 P.R.R. 344; Bracons v. Registrar of San Juan, 24 P.R.R. 703; and Pastor-Gomila v. Miró-Pastor, 34 P.R.R. 50, the validity of the will executed [142]*142by Pantaleona Melón Sáenz, which was the testatrix’ name in that case, insofar as it purported to pass an interest in real estate situated in the Island, was to be determined by the law of Puerto Rico and that since that will was a nun-cupative will of the kind contemplated by § 650 of the Civil Code (will made in imminent danger of death), it was not made in the presence of five witnesses as required by ‘that section, and, therefore, it could not be recognized as valid to pass title to the real estate situated in Puerto Rico.

In Pastor v. Miró, supra, we held that the decree of the .Spanish court holding certain letters of a person who died in Spain to be his holographic will can produce no effect in Puerto Rico as respects real property situated here. One of the grounds of this decision was that the holographic will in question should have been protocolized in this Island, pursuant to the procedure established in our Civil Code, in order to be effective as to real property situated in Puerto Rico.

The Circuit Court of Boston in the Melón case did not decide, nor have we, as appears to be the appellant’s theory, that a foreign will which complies with all the requisites and formalities of the Puerto Rican law is insufficient at law to pass title to real estate situated in this Island. However, the open will executed before a notary in Spain by Rev. Pérez Almanza, the appellee’s predecessor in interest, complies with the requirements and formalities of both the Puerto Rican law and the law of the country where it was executed, and it is therefore sufficient at law to pass title of the property in litigation. The first error assigned was not committed.

In the second assignment appellant maintains that the lower court “erred in finding, as finding of fact No. 3, that Rev. Pérez Almanza acquired the property in order to convey it to Monserrate de Jesús in payment for the gratuitous services which she rendered to him for a number of years as a maid; and in holding, contrarily to the fact, that since the priest did not convey the property to the defend[143]*143ant, the latter never acquired title.” Her contention is that since the trial judge found that the priest purchased the property in order to give it to the defendant in payment for her services, he should have concluded, as a matter of law, that defendant was the owner of the property. The difficulty with this contention lies in that the trial judge did not find what appellant alleges. What the judge said in finding of fact No. 3 was that, “upon acquiring the said property, Rev. Pérez Almanza stated to the vendor and to other persons that he was acquiring the property in order to convey it in the future to the defendant in payment for the gratuitous services which she had rendered to him as a maid for a number of years.” In the remaining findings of fact the judge found that Rev. Pérez Almanza never conveyed the property to the defendant, and that, on the contrary, as soon as he acquired the property he took possession thereof and proceeded to erect a shed and to arrange other installations, to buy some cattle for the property and to cultivate the land; and that the following year Rev. Pérez Almanza left for Spain, leaving the defendant in charge of the property on condition that she pay the taxes. The lower court therefore concluded that Rev. Pérez Almanza had made the statements mentioned in finding No. 3, but did not find the fact that he had purchased the property in order to convey it to appellant.

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79 P.R. 139, Counsel Stack Legal Research, https://law.counselstack.com/opinion/garcia-aldonza-v-de-jesus-prsupreme-1956.