Vilella y Vélez v. Registrar of Property of Mayagüez

36 P.R. 714
Supreme Court of Puerto Rico·Decided May 23, 1927·No. No. 676·Published

Opinion

Mr. Justice Franco Soto

delivered the opinion of the court.

Angel Rodríguez Balzana, as executor under the will of Dolores Nadal y Freyre, sold to Luis Vilella y Vélez certain rural properties, and on presentation of the deed in the registry the registrar refused to record it on grounds that we shall sum up as follows:

1. Because the record thereof must be previously made in the name of the testamentary heirs, as provided by section 20 of the Mortgage Law.

2. Because as there are heirs and legatees under age interested in the inheritance and it does not appear that they are represented by either their father or mother, or by a guardian, and as there are also absent heirs and legatees and public institutions interested in the inheritance, and it does not appear that they are legally represented in this jurisdiction where the estate of the deceased is situated, a judicial administration is required and the sale made by the executor can not be recorded without judicial intervention, pursuant to the provisions of the law of special legal proceedings and those of section 877 of the Civil Code,

[716]*7163. Because it does not appear that the inheritance has been expressly or tacitly accepted or renounced by the heirs of the deceased. In the former case a.previous record is required in the names of the heirs, and ill the latter compliance should be had with the provisions of subdivision 3 of section 886 and with those of section 887 of the Civil Code.

4. Because it is necessary first to have the probate of the will determined by a court • of this jurisdiction.

Moreover, the registrar noted in his decision the following curable defects: Failure to show that none of the heirs died before the testator leaving forced heirs and that none of the latter was under age, and failure to show that they have observed in the will the forms and solemnities required by the Spanish laws.

Dolores Nadal y Freyre made an open will in Madrid, Spain, on November 17, 1924. She stated therein that she married Rafael Gálvez y Echegaray, that being her only marriage and from which there was no issue, and as she had neither ascendants nor descendants, there were no forced heirs. The testator made several specified cash legacies; then she left the residue to different persons whom ,she named; she prohibited judicial intervention and appointed as executor and commissioner, in the first place, Angel Rodriguez Balzena on whom she conferred, among others, the following powers: “The testator conferred on him, moreover and without prejudice to the general legal powers, the widest powers to take possession, on the death of the testator, of all the properties constituting the estate of the decedent and to manage them unconditionally until the distribution of the inheritance and delivery thereof to the heirs and legatees, to receive its income and products; .... to sell or otherwise dispose of, in such manner and conditions as he may deem, proper, all kinds of securities, personal and real property,' and rights of■ whatever kind; . . .

[717]*717The first three grounds are intimately • connected and will he considered jointly.

The main question in this appeal is the non-appearance of the heirs in the sale made by the executor and as to whether or not their intervention therein was necessary.

The following sections of the Civil Code provide:

“Section 875. Executors of wills shall have all the powers expressly conferred upon them by the testator and which are not contrary to law.
“Section 876. Should the testator not have specially determined the powers of the executors they shall have the following:
“1. To dispose and pay the suffrages and funeral expenses of the testator in accordance with the provisions made by him in his will and, in their absence, according to the customs of the town.
“2. To pay, with the knowledge and consent of the heir, the cash legacies.
“3. To carefully see to the execution of the other provisions of the will and maintain, when just, its validity in and out of court.
“4. To take the necessary precautions for the preservation and custody of the property, with the intervention of the heirs who may be present.
“Section 877. Should there not be in the estate cash enough for the payment of the funeral expenses aud legacies, and the heirs should not contribute from their own funds thereto, the executors shall sell the personal property; and should the proceeds therefrom not be sufficient, the real property shall be sold, with the intervention of the heirs.
“If a minor, absentee, corporation, or public institution should have any interest in the estate, the sale of the property shall take place with the formalities prescribed by law for such cases.”

Undoubtedly, the registrar has failed to take into consideration in its real scope section 875, specially in relation to the institution of voluntary heirs. The powers referred to in the above section are the extraordinary or special ones which the testator confers on the executor independently of those legally exercised by him and specified in section 876. The latter are ordinary in their nature and may be called legal or usual and are limited by their own nature. It seems [718]*718that the difficulty of the registrar arises from the failure to discriminate between them. We are not considering, therefore, the legal powers of an executor, but the wide and special ones conferred by the testator and which are not contrary to law.

In the present ease the testator conferred on the executor extraordinary powers, including therein that of conveying real property. How far this power may go has been a controversial matter amongst authors, and in the Spanish jurisprudence when the persons interested in the inheritance are forced heirs. This court, however, set up the doctrine to be followed in the case of forced heirs in the case of Succession of Criado v. Martínez et al., 25 P.R.R. 308. The present appeal, however, does not deal with forced heirs. No difficulty seems to appear when there are only voluntary heirs. -Galindo and Escosura (vol. 2, p. 73), referring to the latter class of heirs, express themselves as follows:

"Can it be contended that such power is contrary to law?
"If there are only voluntary heirs, it can, of course, be answered in the negative, because they are only heirs by virtue of the testator’s pleasure to which they must submit absolutely. (See Resolution of November 5, 1887, and September 16, 1890.)”

Manresa’s Commentaries on the same matter are as follows:

"In the same manner that a testator, when conferring powers to sell property, may state the purpose thereof, he may also specify the requisites to be followed in carrying out the sale; he may require a public sale or the intervention of the heirs, or any other formalities. But if he gives absolute power to sell all the property or a part thereof, without adding any limitation, the executor may convey it as he deems best, without the intervention of the heirs, or the requisite of a public sale, or any other formality, in the case of voluntary heirs.” Manresa, Civ. Code, vol. 6, p. 767, 4th ed.

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Vilella y Vélez v. Registrar of Property of Mayagüez, 36 P.R. 714 (prsupreme 1927).

36 P.R. 714 (Vilella y Vélez v. Registrar of Property of Mayagüez) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.