Obligations of the Usufructuary




What are the obligations of the usufructuary?

The obligations of the usufructuary are the following:


At the commencement of the usufruct

1. To make an inventory of the property; and

2. To give the necessary security. (Art. 583, CC)


During the pendency of the usufruct

1. To take care of the property as a good father of a family (Art. 589, CC)

2.  To make ordinary repairs on the property (Art. 592, CC)

3. To notify the owner in case the need for extraordinary repairs on the property is urgent (Art. 593, CC)

4. To pay the annual charges and taxes and those considered as a lien on the fruits (Art. 596, CC)

5. To notify the owner of any act of a third person that may be prejudicial to the right of ownership. (Art. 601, CC)

6. To pay the expenses, costs and liabilities in suits with regard to the usufruct. (Art. 602, CC)


Upon the termination of the usufruct

His obligation upon the termination of the usufruct is to deliver the thing to the owner, without prejudice to the right of retention pertaining to him or his heirs for taxes and extraordinary expenses which should be reimbursed. (Art. 612, CC)



When is the usufructuary excused from the obligation of giving a bond or security?

There are 4 instances when the usufructuary is excused from such obligation. They are:

1. When no one will be injured by the lack of a bond or security (Art. 585, CC)

2. When the donor has reserved the usufruct of the property donated (Art. 584, CC)

3. In case of parents who are usufructuaries of their unemancipated children's property, except when the parents contract a second marriage (Art. 584, CC)

4. In the case of usufructs subject to caucion juratoria under Art. 587 of the Civil Code.


If the usufructuary incurs necessary, useful and ornamental expenses, what are his rights?

The usufructuary shall have the right to demand reimbursement from the owner of all necessary expenses which he might have incurred for the preservation of the property. This right, however, is not available to him with regard to useful and ornamental expenses, but he may remove the improvements provided that it is possible to do so without damage to the property. In addition, he may set off such improvements against any damage to the same. (Arts. 546, 579, 580, CC)


In usufructs, who are responsible for repairs and taxes?

In case of repairs, we must distinguish. As far as ordinary repairs, or those required by the wear and tear due to the natural use of the thing and are indispensable for its preservation are concerned, the usufructuary is responsible; however, as far as extraordinary repairs, or those which are neither required by the wear and tear due to the natural use of the thing and are indispensable for its preservation are concerned, the naked owner is responsible (Arts. 592, 593, CC)

In case of taxes, again, we must distinguish. As far as those imposed upon or which constitutes a lein on the fruits are concerned, the usufructuary is responsible; however, as far as those imposed directly on the thing or capital itself are concerned, the naked owner is responsible (Arts. 596, 597, CC)



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