Julbe v. Guzmán

16 P.R. 502
Supreme Court of Puerto Rico·Decided June 15, 1910·No. No. 445·Published

Opinions

Me. Justice Wole

delivered the opinion of the court.'

On October 30,1906, Doña Victoria López Julbe died intestate at Hnmacao. On December 3, 1908, Doña Dolores Julbe the mother of the decedent prayed of the District Court of Hn-macao that she be declared the sole universal heiress of her daughter. On August 7, 1909, the respondent, Julio D. Guzman Toro, asked to intervene in the suit and that he be declared heir of his wife of his portion in usufruct which, as widower, was apportioned to him by the Law of March 9, 1905. The district court, after a hearing, declared Dolores Julbe in the capacity as mother and Julio D. Guzman in his capacity as widower surviving, as intestate heirs of the decedent. The ground of this appeal is that no provision is made for the widower in advance of the rights of the ascendants of a person deceased.

[504]*504Before 1888, when the Spanish Civil Code went into effect, the law in matters of intestate succession recognized certain rights in favor of the widow. The law was silent with respect to the widower. The Siete Partidas, law 7 — Title III, Partida 6 — provided that a widow should receive a fourth part of the estate, not to exceed a certain amount and also provided that she should receive nothing at all if she had enough of her own upon which she could live honestly. This appears to have been all the law on the subject of the rights of either the husband or wife surviving until 1888. (See the judgment of the Supreme Court of Spain of October 20, 1860.)

The Spanish Civil Code which was in force in Porto Rico until 1902, made a difference between testate succession and intestate succession laying down the principles which should regulate each of them.

The pertinent provisions of the Spanish Civil Code applicable to the case of the widower are as follows:

(War Department Translation.)

Intestate succession:

“Art. 807. — Heirs by force of law are:
“1. Legitimate children and descendants, with regard to their legitimate parents and ascendants.
“2. In the absence of the foregoing, the legitimate parents and ascendants, with regard to their legitimate children and descendants.
“3. The widower or widow, the natural children legally acknowledged, and the father or the mother of the latter, in the manner and extent established in articles 834, 835, 836, 837, 840, 841, 842 and 846.
“Art. 834. — The widower or widow, who on the death of his or her spouse, is not divorced, or should be so by,default of the deceased spouse, shall have a right to a portion in usufruct equal to that corresponding by way of legal portion to each of the legitimate children or descendants who have not received any betterment.
“If one legitimate child or descendant only survives, the widower or widow shall have the usufruct of the third destined to the better[505]*505ment, the former preserving the direct ownership until, on the death of the surviving spouse, the title is merged in him.
“Art. 836. — Should the testator not leave any descendants, but only ascendants, the surviving spouse shall have a right to the third of the estate in usufruct.
. “Art. 837. — If the testator should leave neither legitimate ascendants nor descendants, the surviving spouse shall he entitled to one-half of the estate also in usufruct.”

In intestate succession:

“Art. 953. — Should there be brothers or sisters or children of brothers or sisters, the surviving widow or widower shall have a right to receive the part of the inheritance in usufruct assigned him or her in article 837.
“Art. 982. — In order that a testamentary succession in the right of accretion may take place it is necessary:
“1. That two or more persons are designated to the same inheritance or to the same portion thereof without a special -designation of shares.
‘ ‘ 2. That one of the persons designated dies before the testator or renounces the inheritance or is disqualified'to receive it.”

As may be seen tlie Code said nothing about the rights of the widower when there were offspring or ancestors of the decedent. This fact has been made the subject of comment by all commentators, Alcubilla, Yalverde, Manresa and Martinez Buiz being in favor of the idea that the widower is entitled to the same usufruct whether the succession is testate or intestate and Morell and Scaevola being against such idea. The arguments in favor of the same rights in either ease are based on the fact that the widower is a forced heir except when he is separated from his wife on account of divorce; that he cannot be disinherited without just cause; that it is unnecessary .to refer to his rightful share in intestate succession because having only a right to the usufruct it is only logically necessary to name those who are entitled to succeed [506]*506to the property; that the intention of the legislature was clear to recognize such right as may he seen from the inspection of the proposed Civil Code submitted to the Cortes (ley de bases) and that the failure to mention him in connection with descendents and ascendants, if such connection should be made up by applying the rules of testate succession in accordance with the principle ubi eadem est ration eadem debit esse juris dispo sitio.

On the other hand Scaevola says as follows:

“1. The vidual usufruct, is essentially a legal portion (legítima)— that is to say, a forced hereditary share — of which the testator cannot dispose because the law reserves it in favor of the surviving spouse who has not obtained a divorce or been separated on account of the fault of the predeceased spouse.
“2. The phrase, a legal portion (legítima), like that of forced heir, collective and reciprocal terms, refer essentially to testate succession.
“3. This legal portion is an exception to the principle of the free disposition of property and as such is of a restrictive nature, being solely applied to the cases expressly marked out by the law without being capable of being extended to other unenumerated cases. And if this is of such general application with respect to the legal portion of descendants and ascendants a stronger reason must exist with respect to the portion of the widower which has less potency than the portions of others seeing that the Code confines his rights to a limited space when it says that the widower is a forced heir in the manner and form, determined by sections 834 to 837. These sections form the realm of the vidual usufruct and it is there that it holds sway; outside thereof this right is without force and has no legal existence.
“4. Intestate succession, in the Spanish Civil Law, is complementary to or in substitution of the testate. In such succession the Legislature (and for that reason it is called legal portion) supplies the lack of the individual will of a person and fixes general rules for the case in which the expression of this will is lacking. It is therefore, we may say, a collective will made by law for all the cases in which there is no individual will (testamento) interpreting the will (voluntad)

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Julbe v. Guzmán, 16 P.R. 502 (prsupreme 1910).

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