Vivaldi v. Registrar of Property of San Germán

86 P.R. 596
Supreme Court of Puerto Rico·Decided November 30, 1962·No. No. 1388·Published

Opinion

Mr. Justice Blanco Lugo

delivered the opinion of the Court.

Sabbina Brigantti Lacorte executed an open will in which, after setting forth that she had no descendants or ascendants, she stated that her hereditary estate consisted of the following properties: a) a house located in Mattei Lluberas Street, in Yaueo; b) the furniture of the aforesaid house and, c) a deposit certificate for the sum of $600 executed by the Banco Crédito y Ahorro Ponceño. She set forth 1) that the sum of the deposit certificate was to be used to cancel a mortgage credit which encumbered the aforesaid house, and which had been approximately reduced to said sum; 2) that she bequeathed to Silveria Rosario the furniture and household goods of her residence and 3) “the testatrix bequeaths the urban property..., that is, the house with the right to the lot on which it stands, to the following persons and in the following proportion:” a one-fourth interest in the property, to each, Silveria Rosario and Irving Rosario, and a one-eighth interest in the property to each one of her sisters, María and Antonia, and to her brother Rafael, and to her sister-in-law Corina Velez. Finally she pointed out that “in the remainder of all her property, rights and shares, the testatrix appoints and names the afore-mentioned persons” as her sole and- universal heirs in the same proportion in which she bequeathed them the urban property.

After the testator’s death the corresponding property was recorded in favor of the above-mentioned persons, as a legacy, and in the proportion provided by the will. By deed No. 1 of January 5, 1949 executed before Notary Angel Pa-dró, Corina Vélez transferred to Maria Brigantti “any interest, right and' share which correspond or might correspond her in the [afore-mentioned] property, as the testamentary heiress of Sabbina Brigantti Lacorte.” Two years later, Maria Brigantti sold to José Luis Vivaldi a one-half interest [598] in said house which comprised the one which she had acquired by purchase from her sister-in-law, Corina. After presenting a certified copy of the first deed of transfer, the Registrar of Property of San Germán denied its registration on the ground that the vendor merely transfers her rights and shares as testamentary heir and not as legatee as it was established in the will. Consequently, he likewise denied the registration of the sale in favor of Vivaldi as to a share of one-eighth interest in the property, because it was not recorded in favor of the vendor.

Actually, although it refers to a particular property, it is undeniable that it concerns an appeal to the universality of the remaining estate, similar to a legacy of an aliquot share — since it rests, we repeat, on the sole asset of the inheritance — we shall refer briefly to this juridical figure. The effect of the provision when it is considered jointly with the clause on the designation of heirs, is to distribute the inheritance among the various designated parties by assigning indeterminate shares.

I

The figure of the legacy of an aliquot share 1 has given rise to heated debates in Spanish doctrine, depending to a great extent on the view sustained, either subjective or objective, as to the manner of determining the character of heir or legatee. No mean contribution has been the hesitation observed in interpretative case law and the evident weakness of legislative recognition on which the advocates of such figure have relied. That is why it has merited such adjectives .as “strange, ambiguous, and baffling.”

Before pointing out the principal points adduced in this issue, it is necessary to set forth briefly what is understood by a legacy of an aliquot share, and to explain broad[599] ly the thesis proposed by the subjectivists and objectivists. Ossorio Morales 2 defines the legacy of an aliquot part as “a legacy, the contents of which are determined by the testator as an arithmetical fraction of his total patrimony, as abstract part and ideal or share thereof.” MANRESA3 points out that “it is that by which the testator disposes under specific title of a proportional part of his inheritance.” Generally, the authors point out as its characteristic trait the share which the beneficiary has of one part in indeterminate property of the estate.4

CASTÁN 5 compares the aforesaid systems saying that “the Roman, with subjective tone, who considers an heir the successor designated by the testator as such heir, independently, in principle, of the fact that he is instituted in all the inheritance, in an aliquot part thereof or in a specific and certain thing, and the Germanic or modern, with objective earmark, who considers as an heir whoever is appointed by the deceased to acquire the totality or universality of the juridical relations object of the transfer, whether or not he is designated as heir.” It is clear that the first criterion attributes a great significance to the intent of the testator as expressed in his last will, maintaining its decisive efficacy for the determination of the concept, whether as heir or legatee; in the second, the controlling element of the hered[600] itary succession is the contents of the inheritance. The subjectivists invoke the provisions of :§ § 668 6 and 675 7 of the Spanish Civil Code, equivalent to ■§ § 617 and 624 of Puerto Rico, 31 L.P.R.A. § § 2122 and 2129 — the intention of the testator shown by the terms of the designation — the' objectivists find support in ■§ § 660 8 and 768 9 of the aforesaid legal body, similar to § § 609 and 697 of Puerto Rico, 31 L.P.R.A. ■§ § 2091 and 2286 — the nature of the designation.

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Vivaldi v. Registrar of Property of San Germán, 86 P.R. 596 (prsupreme 1962).

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