True or False Q&A #1

1. Legitime consist in determinate or specific property of the Hereditary estate.

2. The Philippine adopted the system of asolute system of disposition.
!. "hildren and descendants of # is his compulsory heirs$ and entitled to legitime.
%. # died yesterday$ all his children are his compulsory heirs.
&. A$ ' and " sur(i(ed #$ # died intestate$ all inherit from #
A ) *on ' ) Father " ) Husand
Suggested Answers Q&A #1
1. False$ Proportionate share in the estate of the decedent$ +Legacies and ,e(isees- portion of share in the
legitime of the "ompulsory heirs.
2. False$ The Philippine adopts the system of Partial .eser(ation.
!. False$ ,escendant may inherit in their o/n right.
They may or may not inherit despite the children$ i.e. 0ron "urtain rule$
Legitimate "hildren and descendants$ not all descendants are compulsory heirs.
%. True$ 1hether they can pro(e filiation as illegitimate children.
&. False$ Father /ill not inherit in the presence of the child$ the *ur(i(ing spouse /ill inherit as a "oncurring
compulsory heir.
True or False Q&A #2
1. 1ido/er of the child of the deceased #$ is a legal heir of #.
2. The illegitimate mother of # is a compulsory heir of #.
!. All illegitimate children /ho died during the effecti(ity of the 2"" are compulsory heirs as to their parents.
%. 0llegitimate children may inherit from their parents only if recogni3ed.
&. They ha(e hereditary rights$ the same of the adopti(e parent and of adopted child.
Suggested Answers
1. False$ 0n .osales ( .osales case$ no la/ that pro(ides for such$ and ecause the La/ didn4t so pro(ide
for their legitime.
2. True$ Last paragraph of Article 556$ in the asence of Legitimate and illegitimate descendants.
!. False$ not at the time of death ut at the time of the e7ecution of the /ill. 0t must e the date of
death of the deceased not the death of the heir
%. False$ 8nly necessary if there is no recognition$ he may only pro(e filiation.
&. ) no ans/er
Questions Q&A #!
# died *eptemer 2$ 1955. Lea(ing an estate of P2%:$:::. "ompute the follo/ing heirs /ho sur(i(ed #.
a. A$'$" and , +A$' ) legitimate "hildren " ) sur(i(ing spouse , ) father-
. A$' and " + A ) legitimate child ' ) *ur(i(ing spouse " ) mother-
c. A$' and " + A ) illegitimate child ' ) *ur(i(ing spouse
" ) father-
d. 2 legitimate children$ & illegitimate children and *ur(i(ing spouse.
e. A and ' + A ) illegitimate parent ' ) illegitimate child-
Suggested Answers
a. A & ' ) +1;2- or <:T each " +same as 1L"- or <:T , ) none
. A ) +1;2- or <:T ' ) +1;2 of L" or =- !:T " ) none
c. A ) +1;%- ' ) +1;5- " ) +1;2-
d. 2L" ) +1;2- each or <:T &0" ) +1;2 of one L" or =- or 12T each *.*. ) same share of 1L"
or <:T
e. A ) none ' ) +1;2-
2ote> Legitimate "hild or "hildren al/ays +1;2-.
'asic Legitime$ 8nly one compulsory heir or of the same ?ind.
Questions Q&A #%
"ompute for the legitime
1. A ) illegitimate parent ' ) *ur(i(ing spouse
2. A ) *ur(i(ing spouse ' ) nephe/ " ) niece
!. A ) *ur(i(ing spouse ' ) illegitimate child
%. A ) Full lood rother ' ) Half lood sister
&. A ) Parental @A ' ) Aaternal @A "B Aaternal @F
Suggested Answers
1. A ) = ' ) =
2. A ) C or 1;! '&" ) none
!. A ) 1;! ' ) 1;!
%. A&' ) none
&. A ) C ' ) = " ) =
2ote> *ur(i(ing spouse may e C or 1;! depending on the facts$ a marriage in articulo mortis /herein the decedent is
the one /ho is in the state of articulo mortis$ he must sur(i(e /ithin ! months or the legitime of the spouse /ill only
e 1;!. D7ception> if they are li(ing as husand and /ife for at least & years.
"ompute for the inheritance and respecti(e shares.
# died intestate in 1959$ lea(ing 2 Legitimate child A and '$ and 2 0llegitimate child " and ,. # donated !:T to F
+196:-$ %:T to A +196&- and &:T to , +195:-. The estate is 1::$::: and remaining dets of 2:T. /ho /ill inherit and
compute the respecti(e shares.
Suggested Answer
,onations !:$::: ) F +196:-
%:$::: ) A +196&-
&:$::: ) , +195:-
E 12:$:::
1::$::: Dstate
+2:$:::- ,ets
E 5:$:::2et hereditary Dstate
F12:$::: "ollation
E 2::$:::
+Legitime- +Free Portion-
1::$::: 1::$:::
A ) &:T ' ) &:T "B 2&T ,B 2&T
A ) +1;2- E &:T ) %:T +196&- E 1:T
' ) +1;2- E &:T
" ) +1;%- E 2&T
, ) +1;%- E 2&T ) &:T +195:- E +2&T- ) Gsince &T is lac?ing in the estate$ , is oliged to return the &T to the estateH
2ote> rememer that only 5:T is supposedly remaining to e freely gi(en to the heirs.
"ompute the follo/ing
# died 1959 sur(i(ed y 2 Legitimate children$ A and '$ and a rother$ ". " /as donated 2:T in 195:. The estate of
# is 1::$::: /ith dets amounting to %:T. 0n his /ill$ he eIueathed 1:T to , as a preferencial legacy$ 2:T to D as
Legacy for support$ and 1:T to F as remuneratory Legacy. 1ho /ill inheritJ And /hat are their respecti(e shares.
1hat if there is no donation to "J
Suggested Answer
1. ,onation " ) 2:T
1::$::: Dstate
+%:$:::- ,ets
E <:$:::2et hereditary estate
F 2:$:::"ollation
E 5:$:::
legitime %:T %:T Free Portion
A ) 1&T ' ) 1&T , ) 1:T D ) 2:T F ) 1:T
2.
1::$::: Dstate
+%:$:::- ,ets
E <:$:::2et hereditary estate
<:$:::
Legitime !:T !:T Free Portion
A ) 1&T ' ) 1&T , ) 1:T D ) 1!$!!! F ) <$<<<
2ote> Priority in time$ Priority in rights.
KArticle 911 of the 2"" ) legacies preferential rights
T.LD 8. FAL*D Q&A #&
1. The creditors of the reser(ista may e ale to claim the property suMect of reser(ation upon the death of the
reser(ista.
2. .eser(a troncal is e7tinguished upon the death of the reser(ista.
!. There may e a reser(ation of property /hich /ent to an heir /ho is from the same line /here the property
came from.
%. Lncles are e7cluded y nephe/s of the praepositus.
&. 0f the ascendant acIuired the property through a /ill$ there is no reser(ation.
<. The person from /hom the property came and the descendant or rother or sister ha(e to die for reser(ation
to e7ist.
6. As to reser(es$ reser(e integral is follo/ed.
5. The reser(or is a usufructuary as to the reser(ale property.
9. The child of the rother of the praepositus may inherit y right of representation.
1:. The reser(atarios /ill not e ale to reco(er the reser(ale property alienated y the reser(ista.
Suggested Answers
1. True$ +There may e no li(ing reser(istasN /hen li(ing ut renouncedN or reser(atarios are incapacitated.-
2. True
!. True
%. True
&. False$ Forms part of the legitime of the estate.
<. False$ @ratuitous title then succession.
6. False. 0ntestate succession.
5. False$ .eser(ista is the o/ner$ conditional o/nership$ resolutory o/nership is e7tinguished.
9. True$ 1ithin three degrees$ collateral line limit$ right of representation.
1:. False$ Properties reser(e is annotated on the top of the title$ the transferee is notified his o/nership is
amounting to ad faith. +Actual ?no/ledge-
K.eser(a Troncal ) doesn4t matter /heter full or half siling.
T.LD 8. FAL*D Q&A #<
1. A (oluntary heir /ho dies efore the testator transmits nothing to his heirs.
2. The fideicommissary shall e oliged to deli(er the inheritance to the fiduciary$ /ithout other deductions than
those /hich arise from legitimate e7penses$ credits and impro(ements$ sa(e in the case /here the testator
has pro(ided other/ise.
!. The nullity of the fideicommissary sustitution does not preMudice the (alidity of the institution of the heirs first
designated.
%. The dispositions of the testator declaring all or part of the estate inalienale for more than ten years are (oid.
&. 0mpossile conditions and those contrary to la/ or good customs shall annul the testamentary disposition.
<. An asolute condition not to contract a first marriage shall e considered as not /ritten
6. A disposition /ith a suspensi(e term does not pre(ent the instituted heir from acIuiring his rights and
transmitting them to his heirs e(en efore the arri(al of the term.
5. The statement of the oMect of the institution$ or the application of the property left y the testator$ or the
charge imposed y him$ shall not e considered as a condition unless it appears that such /as his intention.
9. 0f t/o or more heirs ta?e possession of the estate$ they shall e solidarily liale for the loss or destruction of
a thing de(ised or eIueathed$ e(en though only one of them should ha(e een negligent.
1:. 0f the testator should eIueath or de(ise something pledged or mortgaged to secure a reco(erale det
efore the e7ecution of the /ill$ the estate is oliged to pay the det.
A"Q
11. 0n the /ill of # the follo/ing disposition appears> G0 herey gi(e = of the freely disposale portion of my
estate to the follo/ing> A$ '$ grandparents of " and , and his children.H A is the full lood rother of #. ' is
the half lood sister of #. D$ F and @ are the grandparents of " /ho sur(i(ed #. H and 0 are the children of
,. 0f the (alue of the freely disposale portion of the estate of # is P1<: Aillion$ ho/ much /ill ' e
entitled to recei(eJ
a. 2:A . 1:A c. &A d. %:A e. 2.&A
12. A pro(ision in a /ill /hich reads> G0 herey gi(e to A P2:$::: a month until he ecomes a la/yerH is an
e7ample of a>
a. Testamentary disposition /hich is suMect to a suspensi(e condition.
. Testamentary disposition /hich is suMect to a resolutory condition.
c. Testamentary disposition /hich is suMect to a suspensi(e term.
d. Testamentary disposition /hich is suMect to a resolutory term
e. Aodal testamentary disposition.
1!. This is a ?ind of sustitution /here the second heir may inherit e(en if the heir originally instituted is not in
default.
a. *imple . rief c. reciprocal d. fideicommissary
1%. The follo/ing are grounds for sustitution$ e7cept>
a. ,isinheritance . incapacity c. renounciation d. predecease
1&. 0f the testator did not specify the ground for sustitution$ sustitution may ta?e place>
a. 8nly if the first heir predeceased the testator.
. 8nly if the first heir renounced.
c. 8nly if the first heir is incapacitated
d. 0f the first heir either predeceased or renounced
e. 0f the first heir either predeceased$ renounced or is incapacitated.
1<. 0n the /ill of #$ L$ O and 1 /ere instituted to the entire freely disposale portion of the estate /ith the
follo/ing shares> L> 2;!$ O> 2;9 and 1> 1;9. They /ere also named as sustitutes of each other. L
predeceased #. 0f the (alue of the freely disposale portion of the estate of # is P!:: Aillion$ ho/ much /ill
O e entitled to recei(eJ
a. P<<.<<A .P!!.!!A c. P1<<.<<A d.P2::A e.P1::A
16. 0n fideicommissary sustitution$ the fiduciary>
a. 0s one degree from the testator.
. 0s /ithin t/o degrees from the testator.
c. 0s /ithin three degrees from the testator.
d. 0s /ithin fi(e degrees from the testator.
e. 2eed not e related y consanguinity to the testator.
15. The follo/ing are reIuisites for fideicommissary sustitution to ta?e effect$ e7cept>
a. The fiduciary must sur(i(e the testator.
. The fideicommissary must sur(i(e the testator.
c. The fideicommissary must sur(i(e the fiduciary.
d. The fiduciary must ha(e the capacity to succeed the testator.
e. The fideicommissary must ha(e the capacity to succeed the testator.
19. This legacy lasts during the lifetime of the legatee$ if the testator has not other/ise pro(ided>
a. Dducation . preferred c. legacy of credit d. support
2:. This legacy shall e (alid e(en if there e no things of the same ?ind in the estate.
a. Legacy of generic personal property
. Legacy of generic real property
c. Alternati(e legacy
d. .emuneratory legacy
e. Preferred legacy
Suggested Answers
1. True
2. False$ it4s the fiduciary
!. True
%. False$ up to 2: years
&. False$ deemed not /ritten$ /ills ) onerous
<. True
6. True
5. True
9. True
1:. False$ @eneral rule$ Dstate ; there may e such intention in the disposition unless the contrary.
11. "$ collecti(ely instituted as deemed eIually$ unless pro(ided other/ise
12. '
1!. ,
1%. A
1&. D
1<. ,
16. D
15. "
19. ,$ e7press pro(ision Art 9%%+2-
2:. A
"omputation
# died intestate on August 1&$ 1955 lea(ing an estate (alued at P2::$:::. ,istriute the estate of the follo/ing
heirs /ho sur(i(ed #.
1. A & ' +L"-N "+**- and ,+Father-
2. A and ' +0"-N "+**- and ,+@randfather-
!. 2L"N &0"N **
%. A+0P-N '+0"-
&. A+0P-N '+**-
<. A+**-N ' & " +'rother and *ister-
6. A+**-N ' & " +0"-
5. A +ac?no/ledged natural child-N ' +natural child y legal fiction-N " +spurious child-
9. A +full lood rother-N ' +half lood sister-
1:. A +paternal @A-N ' +paternal @F-N " +maternal @F-
Suggested Answers
1. A ) <<$<<< ' ) <<$<<< " ) <<$<<< , ) :
2. A & ' ) 2&$::: each " ) &:$::: , ) 1::$:::
!. 2L" ) &:$::: each 0" ) 1:$::: each ** ) &:$:::
%. A ) : ' ) 2::$:::
&. A ) 1::$::: ' ) 1::$:::
<. A ) 1::$::: ' & " ) &:$::: each
6. A ) 1::$::: ' & " ) &:$::: each
5. A ) <<$<<< ' ) <<$<<< " ) <<$<<<
9. A ) 1!!$!!! ' ) <<$<<<
1:. A ) &:$::: ' ) &:$::: " ) 1::$:::
Amounts of Legitime and *hare in the intestate succession
Amount of legitime +/ill- 0ntestate *uccession
Legitimate child or C entire estate
,escendants
1 Leg. "hild and C C
sur(i(ing spouse = C
Legitimate children C C
And *ur(i(ing *pose same share of 1L" ** same share of L"
L" and C 2" gets C of 1 L"
2atural children each gets C of L" after gi(ing the legitimes
L" and C 1" gets 2;& of L"
8ther 0" %;& of 2" or 2;& after gi(ing the legitimes
of L" 8r C Art 95!
L"$ C $ C of each L"$ *.*. same share of L"
2" and;or other 0" 2;& of L" or C of L"
And ** same share as L"
LP or ascendants C entire estate
LP C C
2" or other 0" = C
LP and ** C & = C & C
LP C C
2" or 0" = =
** 1;5 =
2" and;or 0" C entire estate
0" and ** 1;! & 1;! C & C
** C or 1;! entire estate
0P C entire estate
0P and children of any class none & C entire to children
0P & ** = & = C & C
** and 'rother$ sister$ C or 1;! & 2one C & C
2ephe/s and nieces
'rother$ sister$ 2one entire estate
2ephe/s and nieces
"hildren of First cousin 2one entire estate
*tate Personal$ .eal property entire estate
,iscussion>
@eneral Principles of intestate succession.
Pro7imity rule> the heir near in degree e7cludes the remote.
D7ceptions> .ight of representation$ 0ron curtain rule$ descending preferred than ascending$
,irect line e7cludes collateral.
DIual di(ision rule> those of same degree /ill inherit.
D7ception> .ight of representation$
+in intestate- Full lood inherits doule than half lood.
+in testate- they share ali?e unless the contrary.
+in ascending- depends on the ascendants.
.ight of representation> is a fiction of la/.
1henJ 8nly on legal or intestate succession.
Ooluntary heirs does not transmit to their heirs.
0n collateral relati(es$ the /ill inherit y right of representation only up to the e7tent of niece and nephe/s only.
Kconcei(ed child is already gi(en a personality therefore capale of representing.
.eser(a Troncal> only descending and collateral and not to the ascending.
0ndi(iduals /hich are related to reser(e troncal$ step y step>
8rigin ) praepositus ) reser(ista ) reser(atario
.eser(ista ) resolutory condition to reser(e the property does no form part of his estate unless /hen the reser(atario
renounced or died.
.eser(atario ) (ested rights upon the death of reser(ista.
Fideicommissary sustitution
.eIuisites> Fiduciary or first heir instituted is entrusted /ith the oligation to P.D*D.OD and to transmit to
a second heir the /hole or part of the inheritance.
"annot go eyond one degree from the heir originally instituted and the first and second
heirs must e L0O02@ at the time of the death of the testator.
Accretion>2 or more heirs considered as legatees or de(isees ; presumed /ill share distriuted to other heirs.
2 or more persons e called to the same inheritance$ or to the same portion thereof$ pro indi(iso.
KTestator is mentioned therefore this is (alid only in testate.
D7ception> more than the legitime$ right of representation$ sustitution+e7press /ill-
KDIual share us possile in accretion$
K2ot eIual share$ may not e possile for accretion.