Succession of Criado v. Martínez

25 P.R. 308
Supreme Court of Puerto Rico·Decided June 5, 1917·No. No. 1459·Published

Opinions

Mr. Justice del Toro

delivered the opinion of the court.

In the year 1903 Miguel Criado y Bias died testate leaving forced heirs and. property. The twelfth clause of his will reads as follows:

“He appoints as bis testaméntary executors, auditors, partitioned and commissioners Ms brother, Manuel Antonio Criado, principally as regards Ms property in Spain; Pedro José Alvarado, a resident of the ward of Bauta, Barros, Porto Rico, and Rosa Rodríguez, a resident of the ward of Hato Puerco Arriba, Juana Diaz; the three jointly and in solidum, with authority to take possession of his property, liquidate accounts, settle balances, represent the estate in or out of court, withdraw and create deposits, charges and balances of accounts current, sell property if necessary for the settlement of the estate itself and perform all the transactions of the same extra-judicially; for he absolutely prohibits any recourse to the courts unless it should be strictly indispensable, with an extension of the legal period of the executorship for one year if they should, find it necessary.”

Oil April 6, 1905, one of the executors, Pedro José Alvarado, acting as such alone and without the intervention of the forced heirs, who were minors at that time, and without the authorization of the court, conveyed four rural properties to the defendants for $5,261.08 in payment of a certain debt which the testator had contracted with them during his life.

The plaintiffs allege that the executor had no authority to make the said conveyance under such conditions. The defendants contend that he had. The court decided in favor of the defendant's and thereupon the plaintiffs took the present appeal.

■ Admitting that by virtue of the clause of the will transcribed the testator authorized his executors to convey property in payment of debts, nevertheless we are of the opinion that in the execution of their trust the said executors could not disregard the forced heirs, who were then the sole owners of the estate, and, the heirs being minors, the conveyance [310]*310could not be made validly, without the authorization of the court.

"When the testator died and when the property was conveyed the Revised Civil Code was in force in this Island, and section 875 of the said'code provides that “Executors of wills shall have all the powers expressly conferred upon them by the testator and which are not contrary to law.”

The testator did not expressly authorize his executors to disregard his forced heirs, but it is contended that, having been authorized generally to sell property, without reference to the heirs, they had full power to act severally, as one of them did in this case. We hold that if the said clause of the will be interpreted in this sense, as it has been interpreted, by the defendants and by the trial court, then the authority conferred upon the executors would be contrary to the law and therefore void.

. While the inheritance remains vacant because the heirs designated by law have not accepted it, the personality of the decedent is presumed to exist. Judgment of the Supreme ’ Court of Spain of June 8, 1861. The application of that rule in all its force to all cases is what, in our opinion, produces the diversity of opinion as regards the powers of executors in cases of inheritances which are not vacant but have been. accepted by the-heirs. It is understood that when there are no heirs the executor may act alone; but when there are heirs who, pursuant to section 669 of the Revised Civil Code, “succeed the deceased in all his rights and obligations by the mere fact of his death,” they cannot be disregarded. To hold that a testator can order that after his death a person who is not one of the heirs may sell real property belonging to his estate without the intervention of his forced heirs, whether they be adults or minorSj would be to destroy the entire system established by the Civil Code, especially by the general provisions of sections 664 a to 669 thereof.

According to the jurisprudence of the Supreme Court of Spain, ‘ executors have the character of agents of the testator [311]*311and not of tlie heirs” (78 Civil Jurisprudence, 26) and should he governed in the discharge of their trust by < the conditions of the will “in everything which is not particularly regulated.” 100 Civil Jurisprudence, 391. But the sale of prop-: erty of minors is particularly regulated by law; therefore in a case where there are minor heirs, even if the executor were expressly authorized by the testator to sell real property for the payment of debts, in order to mate such sale validly he would have to comply with the rules prescribed by law for the sale of property of minors.

If we study the old laws we shall find, for example, that Law 62, Title 18, Partida 3, regulates, among others, the case of the sale of a testator’s property for the payment of his debts when the testator had conferred upon the executor the power to sell. The proceeding prescribed is not the same as that established by Law 60 of the same title and partida for the sale of property of minors, but it was held that the two laws could be harmonized, the executor complying with the requirements prescribed by the law for the sale of property of minors where there were minors.. See I Escriche, Law Dictionary, 395, and III Spanish Codes Ann. 218, 219. .

.“Even when said executors,” said the Supreme Court of Spain in its judgment of October 22, 1857, “have the character of arbitrators and amicable compounders, they cannot convey property of the estate without making an inventory, especially when there are forced heirs and minors.” And it went on to say “that executors cannot alienate the property of minors without showing necessity or utility therefor and without the intervention of the guardian and the authorization of the court, which formalities cannot be dispensed with however ample the power may be.” 2 Civil Jurisprudence, 406, 407.

In our opinion section 875 of the Revised Civil Code, which is the same as article 901 of the old Civil Code, did not change materially the provision of the former laws in regard to executors. In the'note to article 901 of the Spanish [312]*312Civil Code, p. 284 of Yol. Ill of his Commentaries, Falcon says:

“It proceeds from article 902 of the said proposed law (that o'f 1882) in conformity with the first part of article 728 of the proposed law of 1851. Really the doctrine proceeds from Law 32, Title 9, Partida 6, which in tnrn was taken from Law 55, Book 31, of the Digest.”

There is an error in the citation of the Law of Partidas. Instead of Title 9 it should he Title 10, which treats of execu-toribus textam. • See IV Spanish Codes, 163.

Formerly and now the executor was and is considered the agent of the testator and not of the heirs. Formerly, as at present, it was the will of the testator which should he complied with; but formerly and now there existed and exists the principle of limitation that what was directed by ,the testator tó be done and what was or is done by the executor should not be contrary to law. Paramount to the individual is society, which regulates his actions by means of laws enacted by bodies specially created for that purpose.

The Spanish commentators are not in harmony regarding the matter. Manresa’s opinion seems to incline to the authority of the executor to sell property when so authorized by the testator regardless of the heirs.

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Succession of Criado v. Martínez, 25 P.R. 308 (prsupreme 1917).

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