Professional Documents
Culture Documents
562-612
Art. 562. Usufruct gives a right to enjoy the property of another with the obligation of preserving its form and substance, unless the title constituting it or the law otherwise provides. What is usufruct?
A right to enjoy the property of another with the obligation of preserving its form and substance. Right to enjoy the property of another temporarily, including both the jus utendi and jus fruendi, with the owner retaining the jus disponendi In essence, usufruct is nothing else but simply allowing one to enjoy anothers property.
CHARACTERISTICS OR ELEMENTS:
1. Essential- those without which it cannot be termed usufruct.
a) b) c) It is a real right (whether registered in the Registry of Property or not) It is of temporary nature or duration Its purpose is to enjoy the benefits and derive all advantages from the object as a consequence of normal use or exploitation.
2. Natural- that which ordinarily is present, but a contrary stipulation can eliminate it because it is not essential
a) The obligation of conserving or preserving the form and substance (value) of the thing.
3. Accidental- those which may be present or absent depending upon the stipulation of the parties
a) Whether it be a pure or a conditional usufruct b) The number of years it will exist c) Whether it is in favor of one person or several, etc.
Lease
Origin
Extent of enjoyment
Cause
Can be created only by the The lessor may or may not be owner, or by a duly authorized the owner as when there is a agent sub-lease or when the lessor is only a usufructuary May be by law, by contract, by GR: by contract will of testator, or by XPN: By law, (as in the case of prescription an implied new lease, or when a builder has built in good faith on the land of another a building, when the land is considerably worth more in value than the building. All the fruits and all the uses Certain uses only (those and benefits of the entire stipulated) property (generally) More or less passive owner Active owner or lessor who who allows the usufructuary to makes the lessee enjoy enjoy the object Usufructuary to pay Lessee not generally under the obligation to pay taxes or undertake repairs
Art. 563. Usufruct is constituted by law, by the will of private persons expressed in acts inter vivos or in a last will and testament, and by prescription. (468)
CREATION OF USUSFRUCT
Usufruct may be classified according to how it is created into:
1. Legal, or that created or declared by law 2. Voluntary, or that created by will of the parties (an act inter vivos or an act mortis causa) 3. Mixed or that acquired by prescription
KINDS OF USUFRUCTUARY
Usufruct may be 1. As to extent of object
Total (constituted on the whole of a thing) Partial (constituted only on a part of a thing)
3. As to effectivity or extinguishment
Pure With a term (may be suspensive or resolutory) Conditional (may be suspensive or resolutory)
2. As to number of beneficiaries
Simple (only one) Multiple (several usufructuaries) Simultaneous, or Successive
4. As to subject matter
Over things (tangible property) Over rights (intangible property which are not intransmissible)
RIGHTS OF THE USUFRUCTUARY Art. 566. The usufructuary shall be entitled to all the natural, industrial and civil fruits of the property in usufruct. With respect to hidden treasure which may be found on the land or tenement, he shall be considered a stranger. (471)
As to the thing and its fruits To receive the fruits of the property in usufruct and half of the hidden treasure he accidentally finds on the property To enjoy any increase which the thing in usufruct may acquire through accession To personally enjoy the thing in usufruct or lease it to another To make on the property in usufruct such improvements or expenses he may deem property and to remove the improvements provided no damage is caused to the property To set-off the improvements he may have made on the property against any damage to the same To retain the thing until he is reimbursed for advances for extraordinary expenses and taxes on the capital
The usufructuary is given the right to enjoy the property in usufruct and he is entitled to the fruits. The usufructuary has the right to receive all the fruits except:
where the usufruct is constituted only on a part of the fruits of a thing or where there is an agreement to the contrary.
The naked owner retains and can exercise all the rights as owner over the property limited only by the right of enjoyment of the usufructuary. Products which when taken from the property diminishes its substance are not to be treated as fruits. They form part of the capital and belong to the naked owner, and not to the usufructuary in the absence of a contrary intent between the parties. The usufructuary is not entitled to any hidden treasure because its not considered as fruits. However, as a stranger, he is entitled to if he is the finder.
RIGHT OF THE USUFRUCTUARY TO PENDING NATURAL AND INDUSTRIAL FRUITS (ART. 567)
This article does not apply to civil fruits. For fruits growing at the beginning of usufruct, they belong to the usufructuary who is not bound to refund to the owner the expenses of cultivation and production incurred.
However, in case the expenses were incurred by innocent third persons, the usufructuary under Art 443, pursuant to the last paragraph of Art 567, has the obligation to pay the expenses made.
For fruits growing at the termination of the usufruct, they belong to the owner but he is bound to reimburse the usufructuary the ordinary cultivation expenses out of the fruits received. Manresa opines that if at the termination of the usufruct, force majeure should prevent the usufructuary from gathering the fruits, said fruits shall belong to him and not the naked owner.
ON
CERTAIN
Every benefit or payment shall be considered and distributed as civil fruit of such right. Payment and benefits that accrue after the termination of the usufruct belong to the owner. The date when the benefits accrue determines whether they should belong to the usufructuary or to the owner. Art 570 applies whether or not the date of distribution of benefits is fixed. Case doctrine A stock dividend is considered civil fruit and belongs to the usufructuary. (Bachrach v Seifert)
Art. 571. The usufructuary shall have the right to enjoy any increase which the thing in usufruct may acquire through accession, the servitudes established in its favor, and, in general, all the benefits inherent therein. (479)
EXETENT OF RIGHTS OF USUFRUCTUARY
The usufructuary is generally entitled to all the benefits that the thing in usufruct can give including any increase by accession and servitudes established in his favor. Reason is that usufruct covers the entire jus fruendi and jus utendi.
With respect to the right of usufruct, since the usufructuary is the owner of the right itselt, he may alienate, pledge or mortgage it, even by gratuitous title.
But the legal usufruct of the parent over his or her unemancipated children cannot be alienated, pledged, or mortgaged for the right is personal and intransmissible burdened as it is by important obligations of the parent for the benefit of the children. A usufruct given in consideration of the person of the usufructuary to last during his lifetime is also personal, and therefore, intransmissible. As a rule, all contracts entered into by the usufructuary shall terminate upon the expiration of the usufruct or earlier, except rural leases which continue during the agricultural year.
Case doctrine
A usufructuary of rents, as a corollary to the right to all the rents, to choose the tenant, and to fix the amount of the rent, necessarily has the right to choose himself as the tenant, provided that the obligations he has assumed towards the owner of the property are fulfilled. (Fabie v David)
WHICH
GRADUALLY
This article gives an instance of abnormal usufruct because in the enjoyment of the property the usufructuary cannot preserve its form or substance. Here the thing gradually deteriorates through wear and tear or normal use. The usufructuary is not responsible for the deterioration due to wear and tear nor is he required to make any repairs to restore it to its formal condition. He needs only to return the thing at the termination of the usufruct in the condition it may be at that time. The usufructuary is liable for damage suffered by the thing by reason of his fraud or negligence although such liability may be set-off against the improvements he may have made on the property. The usufructuary does not answer for deterioration due to a fortuitous event. He is, however, obligated to make the ordinary repairs needed by the thing.
USUFRUCT ON CONSUMABLE THINGS (ART. 574) This is another instance of abnormal usufruct because the thing in usufruct cannot be used without being consumed, like money (but thats really a simple loan, where the usufructuary can deal with the money as owner.)
The usufructuary shall have the right to make use of the consumable thing. At the termination of the usufruct, he must:
Pay its appraised value or If there was no appraisal made, either:
Return the same quantity and quality, or Pay its current price at such termination.
AND
ORNAMENTAL
Right to Introduce Improvements: Usufructuary has the right to introduce improvements on the property held in usufruct; Whether the same be a useful improvement or for mere pleasure; Subject to the limitation that he cannot alter the form or substance of the property. (Art. 579) No right to demand reimbursement. Upon the termination of the usufruct, the usufructuary is not entitled to seek reimbursement for the expenses which he incurred in connection with the aforesaid improvements.
Right which may be exercised over improvement: In relation to such improvements, the only rights that may be exercised by the usufructuary are:
1. He may, at his option remove the improvements if such removal is possible without damage to the property; and 2. He may set-off the improvements against any damage he has caused to the property held in usufruct.
The alienation by the naked owner cannot affect the usufruct which is registered or known to the transferee.
The naked owner, however, cannot:
alter the form or substance of the property, or do anything thereon which may cause a diminution in the value of the usufruct, or be prejudicial to the rights of the usufructuary, otherwise, he shall be liable for damages.
USUFRUCT OF PART OF COMMON PROPERTY (ART. 582) In case a co-owner gives the usufruct of his share to a person, the usufructuary shall exercise all the rights pertaining to the coowner regarding the administration and the collection of the fruits or interest from the property
The usufructuary shall be bound by the partition made by the owners of the undivided property although he took no part in the partition but the naked owner to whom the part held in usufruct has been allotted must respect the usufruct.
h) To pay debts when the usufruct is constituted on the whole of a patrimony (Art 598) i) To secure the naked owners or courts approval to collect credits in certain cases (Art 599) j) To notify the owner of any prejudicial act committed by third persons (Art 601) k) To pay for court expenses and costs regarding usufruct (Art 602)
EXTINGUISHMENT OF USUFRUCT
Causes or Grounds:
a. b. By the death of the usufructuary , unless contrary intention clearly appears; By the expiration of the period for which it was constituted, or by the fulfillment of any resolutory condition provided in the title creating the usufruct; By merger of the usufruct and the ownership in the same person; By renunciation of the usufructuary; By the total loss of the thing in usufruct; By the termination of the right of the person constituting the usufruct; By prescription,
Aside from the foregoing causes, usufruct is also extinguished: (1) by the noncompliance with any condition agreed upon by the parties as grounds for terminating the usufruct; (2) by the rescission or annulment of the contract which is the source of the right of usufruct; and (3) by any causes which extinguish legal usufruct.
c. d. e. f. g.
Art. 604. If the thing given in usufruct should be lost only in part, the right shall continue on the remaining part. (514)
To extinguish a usufruct, the loss must be total, except as provided in Art 607 to 609 If the loss in only partial, the usufruct continues with the remaining part. But if the partial loss may be so important as to be considered total loss, the courts shall determine.
Usufruct cannot be constituted in favor of a town, corporation or association for more than 50 years. Usufruct constituted on immovable whereby a building is erected and the building is destroyed- the usufruct is not extinguished an the usufructuary has the right to make use of the land and the materials. If the owner wishes to construct another building- he has the right to occupy the land and to make use of the materials, in which case, he shall be obliged to pay the usufructuary, during the continuance of the usufruct , the interest upon the sum equivalent to the value of the land and the materials.
If the building had been insured and the usufructuary shared in the payment of the insurance- the usufructuary shall continue in the enjoyment of the new building should one be constructed or shall receive the interest on the insurance indemnity if the owner does not wish to rebuild. If the owner alone paid the insurance- the owner is entitled to the full amount of the insurance indemnity, but the usufruct continues over the land and the materials of the building or in case the owner chooses to rebuild the building, the usufructuary is entitled only to the legal interest in the value of the land and the materials but has no right to the new building.
Effect of Bad Use of the thing: A usufruct is not extinguished by bad use of the thing held in usufruct. If the bad use or abuse of the thing should cause considerable injury to the owner, the latter may demand that the thing be delivered to him, binding himself to pay annually to the usufructuary the net proceeds of the same, after deducting the expenses and the compensation which may be allowed him for its administration.
ESSENTIAL FEATURES
1. It is a real right it gives an action in rem or real action against any possessor of the servient estate Owner of the dominant estate can file a real action for enforcement of right to an easement Action in rem: an action against the thing itself, instead of against the person.
2. It is a right enjoyed over another property (jus in re aliena) it cannot exist in ones property (nulli res sua servit) When a dominant and servient estate have the same owner, an easement is extinguished. Separate ownership is a prerequisite to an easement
3. It is a right constituted over an immovable by nature (land and buildings), not over movables. (Article 613)
Immovable: used in its common and not in the legal sense, meaning only property immovable BY NATURE can have easements.
4. It limits the servient owners right of ownership for the benefit of the dominant estate.
Right of limited use but no right to possess servient estate. There exists a limitation on ownership: the dominant owner is allowed to enjoy or use part of the servient estate, or imposes on the owner a restriction as to his enjoyment of his own property.
Being an abnormal limitation of ownership, it cannot be presumed.
6. Generally, it may consist in the owner of the dominant estate demanding that the owner of the servient estate refrain from doing something (servitus in non faciendo) or that the latter permit that something be done over the servient property (servitus in patendo), but not in the right to demand that the owner of the servient right to demand that the owner of the servient estate do something(servitus in faciendo) except if such act is an accessory obligation to a preadial servitude (obligation propter rem)
Servient owner merely allows something to be done to his estate. EXCEPTIONS: Praedial servitudes a. Right to place beams in an adjoining wall to support a structure b. Right to use anothers wall to support a building
7. It is inherent or inseparable from estate to which they actively or passively belong Easements are merely accessory to the tenements, and a quality thereof. They cannot exist without tenements. Easements exist even if they are not expressly stated or annotated as an encumbrance of the titles. 8. It is intransmissible it cannot be alienated separately from the tenement affected or benefited Any alienation of the property covered carries with it the servitudes affecting said property. But this affects only the portion of the tenement with the easement, meaning the portions unaffected can be alienated without the servitude.
9. It is indivisible
Art. 618, Civil Code. Easements are indivisible. If the servient estate is divided between two or more persons, the easement is not modified, and each of them must bear it on the part which corresponds to him. If it is the dominant estate that is divided between two or more persons, each of them may use the easement in its entirety, without changing the place of its use, or making it more burdensome in any other way.
Classification of Servitudes
1. As to recipient of benefits
a. Real or Praedial: exists for the benefit of a particular tenement. b. Personal: exists for the benefit of persons without a dominant tenement ,e.g. usus habitatio (right to reside in a house) and operae servorum (right to the labor of slaves) in Roman Law
2. As to cause or origin
a. Legal: created by law, whether for public use or for the interest of private persons
Once requisites are satisfied, the owner of the dominant estate may ask the Court to declare that an easement is created. Example: Natural drainage of waters, Abutment of land, Aqueduct, etc.
b. Voluntary: Created by the will of the owners of the estate through contract
There is no such thing as a JUDICIAL EASEMENT. The Courts cannot create easements, they can only declare the existence of one, if it exists by virtue of the law or will of the parties. 3. As to its exercise (Article 615) This classification is important in determining prescription: only continuous and apparent easements can be created by prescription
Continuous: Use is or may be incessant, without the intervention of any man Discontinuous: Used at intervals, and dependent upon the acts of man.
Acquisition of Easement:
1. By title. All easements.
a. Continuous and apparent easements (Art 620) b. Continuous and non-apparent easements (Art 622) c. Discontinuous easements, whether apparent or nonapparent
2. By prescription of ten years only continuous and apparent easements 3. By deed of recognition (Art 623) 4. By final judgment 5. By apparent sign established by the owner of two adjoining estates (Art 624)
Extinguishment of Easements
1. 2. 3. 4. 5. 6. 7. Merger of ownership of the dominant and servient estate Annulment of the title to the servitude Redemption agreed upon Impossibility to use the easement Non-User: 10 years Expiration of the term or fulfillment of the resolutory condition Bad Condition- when either or both estates fall into such a condition that the easement could not be used. 8. Resolution of the right of grantor to create the easement (as when the vendor a retro redeems the land) 9. Expropriation of the servient state 10. Waiver by the dominant owner gathered from the positive acts.
Parties
to an Easement
Dominant Estaterefers to the immovable for which the easement was established Servient Estate- the estate which provides the service or the benefit.
If it be necessary for such purpose to occupy lands of private ownership, the proper indemnity shall first be paid.
3. Abutment of a dam
Easement of abutment of a dam may be established after payment of proper indemnity. REQUISITES: 1. Construction of dam necessary for the use of any other continuous or discontinuous stream. 2. Person who is to construct the dam is NOT the owner of the banks or lands which must support the dam.
5. Aqueduct
Any person wishing to use upon his own estate any water can make it flow through intervening estates with obligation to indemnify owners of such estates Considered as a continuous and apparent easement, even though the flow of water may not be continuous Existing structures cannot be injured to establish the easement.
RIGHT OF SERVIENT OWNER: May fence or build over the aqueduct in such a manner as not to cause any damage, or render impossible any necessary repairs and cleanings
REQUISITES:
1. That he can dispose of the water; 2. That it is sufficient for the use for which it is intended; 3. That the proposed right of way is the most convenient and the least onerous to third persons; 4. To indemnify the owner of the servient estate in the manner determined by the laws and regulations.
REQUISITES
1. 2. The property is surrounded by estate of others and there is no adequate outlet to a public highway; It must be established at the point least prejudicial to the servient estate and insofar as consistent with this rule, where the distance from the dominant estate to a public highway may be the shortest; There must be payment of the proper indemnity; The isolation should not be due to the proprietors own acts
3. 4.
PROPER INDEMNITY
1. 2. If the passage is permanent, pay the value of the land occupied by the path plus damages; If temporary, pay for the damages caused
Art. 650. The easement of right of way shall be established at the point least prejudicial to the servient estate, and, insofar as consistent with this rule, where the distance from the dominant estate to a public highway may be the shortest. (565)
Art. 651. The width of the easement of right of way shall be that which is sufficient for the needs of the dominant estate, and may accordingly be changed from time to time. (566a)
WIDTH OF PATH The width may be modified from time to time depending on the reasonable needs of the dominant estate
Indemnity included in the purchase pricethe buyer is the owner of the dominant estate Art. 653. In the case of the preceding article, if it is the land of the grantor that becomes isolated, he may demand a right of way after paying a indemnity. However, the donor shall not be liable for indemnity. (n)
Easement
of Party Wall
iii. The entire wall is built within the boundary of 1 of the estates (not along the boundary of the 2 estates)
iv. When the wall supports the building of 1 estate but not the other v. When the dividing wall between the courtyards, gardens, and tenements is constructed in such a way that the coping sheds the water upon only 1 of the estates vi. Stepping stones only on 1 side of the wall vii. When 1 estate is enclosed but the other is not
c. Proof
RULES
A. Cost of repairs and construction, maintenance of fences, hedges, ditches and drains shall be borne by ALL the owners of the lands or tenements
EXCEPT: if the defects were occasioned only by one owner
B. An owner may exempt himself from contributing to the expenses by renouncing his part-ownership, UNLESS the party wall supports a building he owns. Renunciation refers not only to the wall, but also to the land on which it is constructed.
C. An owner of a building supported by a party wall who desires to demolish his building, may also renounce his part ownership of the wall.BUT he must still bear the cost of all the repairs and work necessary to prevent any damage to the party wall. D. Every owner may increase the height of the wall, at his own expense and paying for damages caused by the work. He must also pay for:
1. Expenses of maintaining the wall in the part newly raised, or deepened foundation; 2. Indemnity for increased expenses necessary for the preservation of the wall by reason of the greater height or depth which has been given it.
3. Reconstruction expenses in case the party wall cannot bear the increased height. 4. If increased thickness is needed, the owner shall give the space required from his own land 5. Other owners may acquire part ownership of the increased height, depth or thickness of the wall, by paying proportionately the value of the work at the time of the acquisition, and of the land for its increased thickness
E. Part-owners may use the party wall IN PROPORTION to the right he may have in the co-ownership, without interfering with the common and respective uses of the others.
E.g. A interest in the wall = payment for expenses = use as in one can insert beams in the wall up to thickness
Easement
Acquiring by Prescription
a. Start counting from the 1st act constituting the exercise of the easement was performed if the opening through which the light and view passes is a party wall. Rationale: If the neighbor does not like the opening, he can always close it. b. Start counting from the time when the owner of the dominant estate serves a notarial prohibition on the owner of the prospective servient estate if the opening is made on the dominant owners own wall. Rationale: The neighbor cannot close the opening since its in the dominant owners property.
Drainage of Building
What is an easement of drainage of buildings? Easement of drainage of buildings is the right to divert or empty the rain waters from the ones own roof or shed to the neighbors estate either drop by drop or through conduits. Rainwater not to fall on land of another This article does not really create a servitude, it merely regulates the use of ones own property by imposing on him the obligation to collect its rain waters so as not to cause damage to his neighbors, even if he be a coowner of the latter. Its an exemption to Article 637 which obliges lower estates to receive the waters which naturally flow from higher estates.
Easement giving outlet to rainwater where house surrounded by other houses The legal easement of drainage may be demanded subject to the following conditions: There must be no adequate outlet to the rainwater because the yard or court of a house is surrounded by other houses; The outlet to the water must be at the point where egress is easiest, and establishing a conduit for drainage; and There must be payment of proper indemnity.