Title VI - Usufruct Flashcards
What is a usufruct?
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 are the characteristics of a usufruct?
The characteristics of usufruct are as follows:
- It is a real right (whether registered or not in the Registry of Property) of use and enjoyment;
- It is of temporary duration;
- It is transmissible; and
- It may be constituted on real or personal property, consumable or non-consumable, tnagible or intangible, the ownership of which is vested in another.
What are the classification of usufruct?
The classification of usufruct are as follows:
- W/n impairment of objects is allowed - (a) normal; (b) abnormal;
- Origin - (a) legal; (b) voluntary; and (c) mixed;
- Number of usufructuaries - (a) simple; and (b) multiple– simultaneous or successive;
- Terms and conditions - (a) pure; (b) with a term or period; and (c) conditional;
- Quality or kind of object - (a) things; and (b) rights;
- Quantity or extent of object - (a) total; and (b) partial;
- Extent of owner’s patrimony - (a) universal; and (b) particular.
Distinguish usufruct from lease.
- Usufruct is always a real right while lease is generally a personal right;
- Person creating a usufruct must be the owner while in lease, the lessor may not be the owner such as in cases of sub-lease;
- Usufruct may be created by law, by contract, by will of the testator, or by prescription while lease is generally created by contract;
- Usufrcut covers, as a rule, all the fruits and all the uses and benefits of the entire property while lease generally refers to certain uses only (ie. those stipulated);
- Usufrcut involves more or less passive owner while lease involves a more active owner;
- Usufructuary pays for ordinary repairs and taxes on the fruits while lessee is not generally under obligation to undertake repairs or taxes;
How is usufruct constituted?
Art. 564. 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.
What is a mixed usufrcut?
A usufruct is mixed when it is acquired by prescription, such as where on believing himself the owner of the property of an absentee, gave in his will the usufrcut of the property to his wife and the naked ownership to his brother, and the wife possessed in good faith the property as usufructuary for the requisite prescriptive period.
Must a usufruct be constituted on the whole of a thing?
No. Art. 564 provides, “Usufruct may be constitued on the whole or a part of the fruits of the thing, in favor of one or more persons, simultaneously or successively, and in every case from or to a certain day, purely or conditionally. It may also be constituted on a right, provided it is not strictly personal or intransmissible.”
What governs usufruct?
Art. 565. The rights and obligations of the usufructuary shall be those provided in the title constituting the usufruct; in default of such title, or in case it is deficient, the provisions contained in the two following Chapters shall be observed.
In general, what are the 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.
What are the rights of the usufructuary as to the thing and its fruits?
The following are the rights of the usufructuary 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 proper 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; and
- To retain the thing until he is reimbursed for advances for extraordinary expenses and taxes on the capital.
What are the rights of the usufructuary as to the usufruct itself?
The rights of the usufructuary as to the usufruct itself are:
- To alienate (or mortgage) the right of usufruct except parental usufruct; and
- In a usufruct to recover property or a real right, to bring the action and to oblige the owner thereof to give him proper authority and necessary proof; and
- In a usufruct of part of a common property, to exercise all the rights pertaining to the co-owner with respect to the administration and collection of fruits or interests from the property.
What are the rights of the usufruct as to advances and damages?
The rights of the usufruct as to advances and damages are:
- To be reimbursed for indispensable extraordinary repairs made by him in an amouont equal to the increase in value which the property may have acquired by reason of such repairs;
- To be reimbursed for taxes on the capital advanced by him; and
- To be indemnified fro damages caused to him by the naked owner.
To whom shall the natural or industrial fruits belong at the time the usufruct beings, and at the time the usufruct terminates?
Art. 567 par. 1&2. Natural or industrial fruits growing at the time the usufruct beings, belong to the usufructuary.
Those growing at the time the usufruct terminates belong to the owner.
Does the usufruct have an obligation to reimburse the owner for the expenses of cultivation of the growing fruits at the start of the usufruct?
No. Par. 2 of Art. 567 states “The usufructuary, at the beginning of the usufruct, has no obligation to refund to the owner any expenses incurred.”
The usufructuary, however, may have the obligation to pay third persons. Par. of Art. 567 states, “The provisions of this article shall not prejudice the rights of third persons, acquired either at the beginning or at the termination of the usufruct.”
Does the usufructuary have the obligation to reimburse the owner at the termination of the usufruct.
No. It is the naked owner that has the obligation to reimburse the usufructuary. Art. 567 par. 3 states, “[B]ut the owner shall be obliged to reimburse at t he termination of the usufruct, from the proceeds of the growing fruits, the ordinary expenses of cultivation, for seed, and other similar expenses incurred by the usufructuary.”
The usufructuary may have obligation to pay third persons as provided by par. 4 of Art. 567.
What is the effect when the usufructuary has leased the lands or tenements given in usufruct, and the usufruct should expire before the termination of the lease?
The usufructuary or his heirs and successors shall receive only the proportionate share of hte rent that must be paid by the lessee.
***
Art. 568.If the usufructuary has leased the lands or tenements given in usufruct, nad the usufruct should exprie before the termination of the lease, he or his heirs and successors shall receive only the proportionate share of the rent that must be paid by the lessee.
Art. 569. Civil fruits are deemed to accrue daily, and belong to the usufructuary in proportion to the time the usufruct may last.
What happens whenever a usufruct constituted on the right to receive a rent or periodical pension has payment due?
Art. 570. Whenever a usufruct constituted on the right to receive a rent or periodical pension, whether in money or in fruits, or in the interest on bonds or securities payable to bearer, each payment due shall be considered as the proceeds or fruits of such right.
Whenever it consists in the enjoyment of benefits accruing from a participation in any industrial or commercial enterprise, the date of the distribution of which is not fixed, such benefits shall have the same character.
In either case, they shall be distributed as civil fruits, and shall be applied in the manner prescribed in the preceding article.
What is the usufructuary’s extent to enjoy the fruits and accessions?
Art. 571. The usufrctuary shall have the right to enjoy any increase which the thin in usufruct may acquire through accession, the servitudes established in its favor, and in general all the benefits inherent therein.
May the usufructuary lease the thing in usufruct?
Yes. Art. 572. The usufructuary may personally enjoy the thin in usufruct, lease it to another, or alienate his right of usufruct, even by gratuitous title; but all contracts he may enter into as such usufructuary shall terminate upon the expiration of the usufruct, saving leases of rural lands, which shall be considered as subsisting during the agricultural year.
Is a usufructuary obliged to return to the naked owner the things necessarily consumable included in the thing in usufruct?
No. Art. 573. Whenever the usufruct includes things which, without being consumed, gradually deteriorate through wear and tear, the usufructuary shall have the right to make use thereof in accordance with the purpose for the purpose for which they are intended, and shall not be obliged to return them at the termination of the usufruct except in their condition at that item; but he shall be obliged to indemnify the owner for any deterioration they may have suffered by reason of his fraud or negligence.
What is the right of the usufructuary regarding things included in the usufruct when such things cannot be used without being consumed?
Art. 574. Whenever the usufruct includes things which cannot be used without being consumed, the usufructuary shall have the right to make use of them under the obligation of paying their appraised value at the termination of the usufruct, if they were appraised when delivered. In case they were not appraised, he shall have the right to return the same quantity and quality or pay their current price at the time the usufrcut ceases.
May the usufruct make us of dead trunks, and uprooted plants?
Yes. Art. 575. The usufructuary of fruit-bearing trees and shrubs may make use of the dead trunks, and even of those cut-off or uprooted by accident, under the obligation to replace them with new plants.
What shall be the duty of the usufructuary in cases of calamities or extraordinary events where trees or shrubs shall have disappeared?
Art. 576. If in consequence of a calamity or extraordinary event, the trees or shrubs shall have disappeared in such considerable number that it would not be possible or it would be too burdensome to replace them, the usufructuary may leave the dead, fallen or uprooted trunks at the disposal of the owner, and demand that the latter remove them and clear the land.
What are the rights of the usufructuary of a woodland?
Art. 577. Par. 1-2. The usufructuary of woodland may enjoy all the benefits which it may produce according to its nature.
If the woodland is a copse consisting of timber for building, the usufructuary may do such ordinary cutting or felling as the owner was in the habit of doing, and in default of this, he may do so in accordance with the custom of the place, as to the manner, amount and season.
What is the rule regarding the felling or cutting of trees in usufructuaries of woodland?
Art. 577. par. 3. In any case the felling or cutting of trees shall be made in such manner as not to prejudice the preservation of the land.
If the usufruct contains nurseries, what may the usufructuary do?
Art. 577. par. 4. In nurseries, the usufructuary may make the necessary thinnings in order that the remaining trees may properly grow.