Tuesday, March 1, 2016

OSCAR D. RAMOS and LUZ AGUDO, vs. HON. COURT OF APPEALS, ADELAIDA RAMOS and LAZARO E. MENESES



Facts :
          Adelaida Ramos borrowed from her brother, Oscar Ramos, the amounts P5,000 and 9,000 in connection with her business transaction with Flor Ramiro, Fred Nabba and Atty. Ruperto sarandi involving the recovery of parcel of land. The amount was used to finance the trip to Hawaii of Ramiro, Nabba and Sarandi. As security of the loan, Adelaida Ramos (private respondent) execuded in favor of Oscar and Luz two deeds of conditional sale of her rights, shares and interests and participation respectively over lot no. 4033 registered in the name of their parents and lot no. 4221 covered by a certificate of title registered in the names of Socorro Ramos,Josefina Ramos and Adelaida Ramos, aid properties being of the cadastral survey.

          Upon the failure of Adelaida Ramos as vendor a retro to exercise her right of repurchase within the redemption, petitioners filed a petition for approval of the pacto de retro sale of lot no. 4221 in the CFI acting as a cadastral court. CFI conveyed the deed of the conditional sale to spouses Oscar and Luz by way of pacto de retro sale whatever right and interests Adelaida may have in lot no. 4033, approving the notarial register of notary public Sibal. The court also ordered the consolidation of ownership and dominion to spouses Oscar and Luz over the rights, shares and interests of Adelaida in lot no. 4221 which she sold to the spouses under a pacto de retro sale.

          Adelaida filed a civil case with the CFI for the declaration of nullity of orders, reformation of instrument, recovery of possession with preliminary injunction and damages. Adelaida alleged in her complaint that the deeds of conditional sale  are mere mortgages and were vitiated by misrepresentation, fraud and undue influence and the orders issued by the cadastral court were null and void for lack of jurisdiction. Petitioners, in their answer, specifically denied the allegations of fraud and misrepresentation and interposed as defense the fact that the conditional sales were voluntarily executed by Adelaida and truly expressed  the intention of the parties, that the action as long prescribed, the orders questioned approving the consolidation of ownershop of the lands where within the jurisdiction of the lower court in its capacity as a probate court and as a cadastral court; that the land subject of the conditional sales were in custodial egis in connection with the settlement of the properties of the late Denoga, the predecessor in interest of both petitioners and the private respondent.

          The RTC  denied the defendant’s motion to dismiss ,declared the loan transaction secured by the Real Estate Mortgage as equitable mortages. On appeal the CA affirmed the ruling of the RTC.

Issue : WON the transaction was deemed to be an equitable mortgage.

Held :

          Yes. Article 1602 of the Civil Code provides: The contract shall be presumed to be an equitable mortgage, in any of the following cases:
(1) When the price of a sale with right to repurchase is unusually inadequate;
(2) When the vendor remains in possession as lessee or otherwise;
(3) When upon or after the expiration of the right to repurchase another instrument extending the period of redemption or granting a new period is executed;
(4) When the purchaser retains for himself a part of the purchase price;
(5) When the vendor binds himself to pay the taxes on the thing sold;
(6) In any other case where it may be fairly inferred that the real intention of the parties is that the transaction shall secure the payment of a debt or the performance of any other obligation. 

 In any of the foregoing cases, any money, fruits or other benefit to be received by the vendee as rent or otherwise shall be considered as interest which shall be subject to the usury laws.

The SC denied the petition and affirmed the CA ruling. The court ruled that in practically all of the so called contracts of sale with right of repurchase, the real intention of the parties is that the pretended purchase price is money loaned, and in order to secure the payment of the loan, a contract purporting to be sale with pacto de retro is drawn up. The provisions contained in articles 1859 and 1858 of the civil code which respectively prohibit the creditor from appropriating the things given in pledge or mortgage and ordering that said things be sold or alienated when the principal obligation becomes due, are circumvented.

          Furthermore, it is well known that the practice in these contracts of sale with pacto de retro is to draw up another contract purporting to be a lease of the property to the supposed vendor, who pays in the money, or in rent, and in fact rent is the interest on the money loaned The interest is usurious, thus the usury law is circumvented. The contract under consideration is preserved in the civil code, but with adequate safeguards and restrictions.

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