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SUCCESSION: COURSE SYLLABUS ATTY. ALVIN T. CLARIDADES Professor, UDM College of Law 2 nd Semester, AY 2018-2019

INTRODUCTION

ETYMOLOGY OF “SUCCESSION”

STATUTORY DEFINITION OF SUCCESSION

SUCCESSION AS A MODE OF ACQUISITION

ORIGINAL AND DERIVATIVE CLASSES OF ACQUIRING OWNERSHIP

ELEMENTS OF SUCCESSION

REQUISITES OF SUCCESSION

HEIR

KINDS OF HEIRS

WHEN SUCCESSIONAL RIGHTS ARE VESTED

1. Bondad v. Bondad, GR L-8092, Mar. 14, 1916, 34 Phil. 232

LAW THAT GOVERNS DISTRIBUTION OF ESTATE

HEIRS SUCCEED NOT ONLY TO THE RIGHTS OF THE DECEASED BUT ALSO TO HIS OBLIGATIONS; EXCEPTION

o

Heirs succeed not only to the rights of the deceased but also to his obligations

2.

Estate of Hemady v. Luzon Surety Co., Inc., GR L-8437, 100 Phil. 388, Nov. 28, 1956

o

Exception

3. Ledesma v. McLachlin, GR L-44837, Nov. 23, 1938, 66 Phil. 547

CHAPTER I:

GENERAL PROVISIONS ON SUCCESSION

SUCCESSION; DEFINITION

“DECEDENT” AND “TESTATOR”

INHERITANCE

o

Heirs subrogated to the rights and obligations of the decedent

4.

Barrios v. Dolor, GR 559, Mar. 14, 1903, 2 Phil. 44

o

Debts of deceased must first be paid before his heirs can inherit

5.

Ortiga Brothers and Co. v. Enage, GR L-6228, Jan. 30, 1911, 18 Phil. 345

o

Binding effect of contracts upon heirs of deceased party

6. Estate of Hemady v. Luzon Surety Co., Inc., GR L-8437, Nov. 28, 1956, 100 Phil. 388

RIGHTS TO THE SUCCESSION; WHEN VESTED

o

Vesture of successional rights

7.

Bonilla v. Barcena, GR L-41715, June 18, 1976, 163 Phil. 516

o

Vested rights to succession not impaired by new law

8.

Uson v. Del Rosario, GR L-4963, Jan. 29, 1953, 92 Phil. 530

o

Right of heir to dispose of share accrues upon decedent’s death

o

Heir may sell hereditary rights to co-heir

9.

De Borja v. Vda. De Borja, GR L-28040,, Aug. 18, 1972, 46 SCRA 577

o

Value of inheritance reckoned as of time of death of decedent 10.Dizon-Rivera v. Dizon, GR L-24561, June 30, 1970, 33 SCRA 554

o

Declaration of heirship not needed to establish right to inheritance 11.Baun v. Heirs of Baun, GR 30750, Oct. 24, 1929, 53 Phil. 654 12.Ibarle v. Po, GR L-5064, Feb. 27, 1953, 92 Phil. 721 13.Morales v. Yañez, GR L-9315, Mar. 24, 1956, 98 Phil. 677

o

Action to quiet title survives the death of decedent

14.Bonilla v. Barcena, GR L-41715, June 18, 1976, 71 SCRA 491

o

Heirs generally bound by contracts entered into by predecessors 15.DKC Holdings Corp. v. CA, GR 118248, Apr. 5, 2000, 329 SCRA 666

o

Right of heir to sell right in property under administration 16.Acebedo v. Abesamis, GR 102380, Jan. 18, 1993, 217 SCRA 186

17.Aggabao v. RTC of Quezon City Branch 85, GR 146006, Feb. 23, 2004, 423 SCRA 497

o

Court approval of sale of heir’s interest in the estate required 18.Liu v. Loy, Jr., GR 145982, July 3, 2003, 405 SCRA 316

o

Sale during probate subject to the outcome of the proceedings 19.Opulencia v. CA, GR 125835, July 30, 1998, 355 Phil. 124

o

Sale by administrator sans court’s approval deemed invalid 20.Dillena v. CA, GR L-77660, July 28, 1988, 163 SCRA 630 21.Manotok Realty, Inc. v. CA, GR L-35367, Apr. 9, 1987, 149 SCRA 174

o

Sale of estate property with probate court authority divests court of jurisdiction to authorize second sale 22.Dolar v. Sundiam, GR L-27631, Apr. 30, 1971, 148 Phil. 630

o

Action for partition mere exercise of right pertaining to decedent 23.Heirs of Conti v. CA, GR 118464, Dec. 21, 1998, 300 SCRA 345

o

Declaration of heirship must be made in special proceedings 24.Litam v. Rivera, GR L-7644, Nov. 27, 1956, 100 Phil. 364 25.Heirs of Yaptinchay v. Del Rosario, GR 124320, March 2, 1999, 304 SCRA 18

KINDS OF SUCCESSION

TESTAMENTARY SUCCESSION

o Definition 26.Ong Ham v. Saavedra, GR L-27531, Dec. 24, 1927, 51 Phil. 267

MIXED SUCCESSION

o Definition 27.Macrohon Ong Ham vs. Saavedra, GR L-27531, Dec. 24, 1927, 51 Phil.

267

WHAT THE INHERITANCE COMPRISES AND EXCLUDES

o

Future inheritance 28.Blas v. Santos, GR L-14070, Mar. 29, 1961, 111 Phil. 503

o

Transfer to heir of duties and rights 29.Tuason, Jr. v. Lingad, GR L-24248, July 31, 1974, 58 SCRA 170

o

Right of redemption transmissible to heirs 30.Rupa, Sr. v. CA, GR 80129, Jan. 25, 2000, 323 SCRA 153

KINDS OF SUCCESSORS; HEIR, DEVISEE AND LEGATEE

CHAPTER II:

TESTAMENTARY SUCCESSION

WILL; DEFINITION

o

Wills as species of conveyance 31.Riera v. Palmaroli, GR 14851, Sept. 13, 1919, 40 Phil. 105

o

Will as an intent to dispose mortis causa 32.Seangio v. Reyes, GR 140371-72, Nov. 27, 2006, 508 SCRA 177

WILL-MAKING A STRICTLY PERSONAL ACT

NON-DELEGABLE COMPONENTS OF A WILL

PROVISIONS IN A WILL THAT CAN BE ENTRUSTED TO A THIRD PERSON

EFFICACY OF A WILL CANNOT BE LEFT TO THE DISCRETION OF ANOTHER PERSON 33.Dizon-Rivera v. Dizon, GR L-24561, June 30, 1970, 33 SCRA 554

CONSTRUCTION THAT WILL GIVE EFFECT TO A DISPOSITION FAVORED 34.Benedicto v. Javellana, GR 3751, Feb. 21, 1908, 10 Phil. 197

o Court could vary the language of the will to give it effect 35.Solla v. Ascueta, GR 24955, Sept. 4, 1926, 49 Phil. 333

TESTATOR'S INTENTION TO BE ASCERTAINED FROM THE WORDS OF THE WILL

ORDINARY AND TECHNICAL WORDS IN A WILL; HOW CONSTRUED

o Execution of a will to be settled pursuant to testator’s intention 36.In re Estate of Calderon, GR 7856, Dec. 26, 1913, 26 Phil., 233

PREFERENCE TO BE ACCORDED TO EXPRESSIONS GIVING EFFECT TO A WILL

PARTIAL VALIDITY AND INVALIDITY OF A WILL 37.Balanay, Jr. v. Martinez, GR L-39247, June 27, 1975, 64 SCRA 452

STATUS OF AFTER-ACQUIRED PROPERTY

REVISE OR LEGACY TO COVER ALL INTEREST OF TESTATOR

LAW GOVERNING FORM OF WILLS 38.In re will of Riosa, GR 14074, Nov. 7, 1918, 39 Phil. 23

o Validity of will to be judged by the law at the time of its making 39.Enriquez v. Abadia, GR L-7188, Aug. 9, 1954, 39 Phil. 23

TESTAMENTARY CAPACITY; GENERALLY PRESUMED 40.Bugnao v. Ubag, GR 4445, Sept. 18, 1909, 14 SCRA 163

MINORS INCAPACITATED TO MAKE A WILL

TESTATOR MUST BE OF SOUND MIND AT THE TIME OF EXECUTION OF WILL

WHAT CONSTITUTES A SOUND MIND 41.Alsua-Betts v. CA, GR L-46430-31, July 30, 1979, 92 SCRA 332

o General presumption of sanity and burden of proving the contrary 42.People v. Cruz, GR L-13219-20, Aug. 31, 1960, 109 Phil. 288

REVERSE PRESUMPTION

EFFECTS OF SUPERVENING CAPACITY AND INCAPACITY MARRIED WOMAN MAY MAKE A WILL WITHOUT HUSBAND’S CONSENT AND COURT AUTHORITY

MARRIED WOMAN MAY DISPOSE OF BY WILL HER SEPARATE AND CONJUGAL PROPERTY

REQUIREMENTS COMMON TO WILLS

NOTARIAL WILL

o

Attestation Clause 43.Tenefrancia v. Abaja, GR L-2415, July 31, 1950, 87 Phil. 139 44.Vda. de Ramos v. CA, GR L-40804, Jan. 31, 1978, 81 SCRA 393

o

Purpose of attestation clause 45.Leynez v. Leynez, GR L-46097, Oct. 18, 1939, 68 Phil. 745

o

Purpose of requiring the numbering of pages 46.Abangan v. Abangan, GR 13431, Nov. 12, 1919, 40 Phil. 476

o

Precision of language in drafting attestation clause not imperative. 47.Testate Estate of the Late Alipio Abada v. Abaja, GR 147145, Jan. 31, 2005, 450 SCRA 264

o

Number of sheets or pages used; failure to state deemed fatal 48.In re Will of Andrada, GR 16008, 42 Phil. 180, Sept. 29, 1921

o

Number of pages; purpose of stating it in the attestation clause 49.In The Matter of the Estate of Saguinsin, GR 15025, 41 Phil. 875, Mar. 15, 1920

o

Signatures of witnesses at bottom of attestation clause mandatory 50.Cargo v. Cargo, GR L-5826, Apr. 29, 1953, 92 Phil. 1032

o

Subscription of signatures of testator and attesting witnesses 51.Gonzales v. Gonzales de Carungcong, GR L3272-73, Nov. 29, 1951, 90 Phil. 444 52.Echavarria v. Sarmiento, GR 45260, Nov. 28, 1938, 66 Phil. 611

o

Attestation clause pertains only to witnesses 53.Cargo v. Cargo, GR L-5826, 92 Phil. 1032, Apr. 29, 1953).

o

Subscription 54.Taboada v. Rosal, GR L-36033, Nov, 5, 1982, 118 SCRA 195

o

Test of presence of testator and witnesses 55.Jaboneta v. Gustilo, GR 1641, Jan. 19, 1906, 5 Phil 541). 56.Nera v. Rimando, GR 5971, Feb. 27, 1911, 18 Phil. 450

o

Subscription on various periods not permitted by law 57.Andalis v. Pulgueras, GR 39209, Mar. 10, 1934, 59 Phil. 643

o

Signatures of testator and witnesses appearing in right margin 58.Avera v. Garcia and Rodriguez, GR 15566, Sept. 14, 1921, 42 Phil. 145

o

Use of thumbprint or other mark allowed 59.De Gala v. Gonzales and Ona, 53 Phil. 108; 28 R.C.L., 117

o

Inadvertent failure of witness to affix signature to a page not fatal

60.Icasiano v. Icasiano, GR L-18979, June 30, 1964, 11 SCRA 422

o

Signing by another op testator’s name at latter’s direction 61.Garcia v. Lacuesta, GR L-4067, Nov. 29, 1951, 90 Phil. 489

o

Third person requested by testator to write his name need not sign will himself 62.Barut v. Cabacungan, GR 6285, Feb. 15, 1912, 21 Phil. 461

o

Will subscribed at the end by some person other than the testator, insufficient compliance with the law 63.Balonan v. Abellana, GR L-15153, Aug. 31, 1960, 109 Phil. 359

o

Position of testator and witnesses when will is subscribed 64.Nera v. Rimando, GR 5971, Feb. 27, 1911, 18 Phil. 450

o

Primary purpose of pagination requirement 65.Martir v. Martir, GR 46995, June 21, 1940, 70 Phil. 89

o

Use of Arabic numerals in lieu of letters allowed 66.Unson v. Abella, GR 17857, June 12, 1922, 43 Phil. 494

FORMS OF WILLS

o Examples of defective notarial wills 67.Azuela v. CA, GR 122880, Apr. 12, 2006, 487 SCRA 119

NOTARIAL ACKNOWLEDGMENT OF WILLS

o

Purpose of acknowledgment 68.Protacio v. Mendoza, AC 5764, Jan. 13, 2003, 395 SCRA 10

o

Certification of notary that testament was duly acknowledged is not part of acknowledgment or testamentary act 69.Andalis v. Pulgueras, GR 39209, Mar. 10, 1934, 59 Phil. 643

o

Acknowledgment and jurat distinguished 70.Tigno v. Aquino, GR 129416, Nov. 25, 2004, 444 SCRA 61 71.Gamido v. NBP Officials, Mar. 1, 1995, GR 114829, 242 SCRA 83

o

Notary public cannot serve as witness at the same time 72.Cruz v. Villasor, GR L-32213, Nov. 26, 1973, 54 SCRA 31

RULE IN CASE THE TESTATOR IS DEAF OR DEAF-MUTE

RULE IN CASE THE TESTATOR IS BLIND; RATIONALE FOR THE RULE

o Article 808 applies also to those incapable of reading 73.Alvarado v. Gaviola, GR 74695, Sept. 14, 1993, 226 SCRA 347

DEFECTS AND IMPERFECTIONS IN THE FORM OF ATTESTATION; DOCTRINE OF LIBERAL INTERPRETATION 74.Lopez v. Lopez, GR 189964, Nov. 12, 2012, 685 SCRA 209

o

Purpose of requiring attestation to state the number of pages used 75.Caneda v. CA, GR 103554, May 28, 1993, 222 SCRA 781

o

Discrepancy in stated and actual number of pages 76.Testate Estate of the late Alipio Abada v. Abaja, GR 147145, Jan. 31, 2005, 450 SCRA 264

o

Evidence aliunde not allowed to fill void or supply missing details 77.Gil v. Murciano, GR L-3362, Mar. 1, 1951, 88 Phil. 260

HOLOGRAPHIC WILL; FORM

o

Effect of failure to observe formalities 78.Sps. Ajero v. CA, GR 106720, Sept. 15, 1994, 236 SCRA 488

o

Complete date requirement; exception 79.Velasco v. Lopez, GR 905, Feb. 12, 1903, 1 Phil. 720). 80.Roxas v. De Jesus, Jr., GR L-38338, Jan. 28, 1985, 134 SCRA 245).

WITNESS/ES OR EXPERT ON THE HANDWRITING AND SIGNATURE OF TESTATOR

o

3-witness requirement not mandatory for holographic wills 81.Azaola v. Singson, GR L-14003, Aug. 5, 1960, 109 Phil. 102).

o

Holographic will itself must be presented for probate; exception 82.Gan v. Yap, GR L-12190, Aug. 30, 1958, 104 Phil. 509 83.Rodelas v. Aranza, GR L-58509, Dec. 7, 1982, 119 SCRA 16

o

Date in a holographic will to include the day, month and year of execution; exception

84.Roxas v. De Jesus, Jr., GR L-38338, Jan. 28, 1985, 134 SCRA 245

o Where to place the date of the holographic will 85.Labrador v. CA, GR L-83843-44, Apr. 5, 1990, 184 SCRA 170

DISPOSITIONS BELOW TESTATOR’S SIGNATURE

o Only unsigned words erased, corrected are invalidated; exception 86.Velasco v. Lopez, GR 905, Feb. 12, 1903, 1 Phil. 720 87.Kalaw v. Relova, GR L-40207, Sept. 28, 1984

SIGNED BUT UNDATED DISPOSITIONS; HOW VALIDATED; EFFECT

AUTHENTICATING INSERTIONS, CANCELLATIONS, ERASURES OR ALTERATIONS

WILL MADE BY A FILIPINO ABROAD MAY BE PROBATED IN THE PHILIPPINES

EFFECT OF WILL MADE BY AN ALIEN WHO IS ABROAD

EFFECT OF WILL MADE IN THE PHILIPPINES BY CITIZEN OF ANOTHER COUNTRY

JOINT WILL PROHIBITED 88.Vda. de Perez v. Tolete, GR 76714, June 2, 1994, 232 SCRA 722

o Rationale for the prohibition especially between spouses 89.Dacanay v. Florendo, GR L-2071, Sept. 19, 1950, 87 Phil. 324

JOINT WILLS EXECUTED BY FILIPINOS AND ALLOWED IN ANOTHER COUNTRY NOT VALID HERE

WITNESSES TO WILLS; QUALIFICATIONS

o

Good reputation of witness presumed 90.Gonzales v. CA, GR L-37453, May 25, 1979, 90 SCRA 183

o

Credibility as the other principal qualification of witness to a will 91.Vda. De Molo v. Tanchuco, GR L-8774, Nov. 26, 1956, 100 Phil. 344

o

Relatives of testator or heirs not prohibited from being witnesses 92.Vda. De Roxas v. Roxas, GR L-2396, Dec. 11, 1950, 87 Phil. 692

o

Competency of witness determined by law while his credibility rests upon appreciation thereof by the court 93.Gonzales v. CA, GR L-37453, May 25, 1979, 90 SCRA 183

o

Competency and credibility as a witness distinguished 94.Vda. de Aroyo v. El Beaterio del Santissimo Rosario de Molo, GR L-22005, May 3, 1968, 23 SCRA 525

COMPETENCY OF WITNESSES MUST BE PRESENT AT TIME OF ATTESTATION; THEIR SUBSEQUENT INCOMPETENCY WILL NOT BAR PROBATE OF WILL

WITNESS, HIS SPOUSE, PARENT, CHILD OR PERSON CLAIMING UNDER ANY OF THEM CANNOT INHERIT

CREDITORS OF A TESTATOR MAY BE COMPETENT WITNESSES TO HIS WILL

CODICIL; DEFINITION

FORMAL REQUISITES OF A CODICIL

INCORPORATION OF DOCUMENT IN A WILL BY REFERENCE; REQUIREMENTS

REVOCATION OF WILLS

LAW THAT GOVERNS REVOCATION

INSTANCES WHEN A WILL OR PART OF IT MAY BE REVOKED

o

Physical act of destruction of will not suffice to revoke the same 95.Maloto v. CA, GR 76464, Feb. 29, 1988, 158 SCRA 451

o

Doctrine of dependent relative revocation 96.Molo v. Molo, GR L-2538, Sept. 21, 1951, 90 Phil 37 97.Samson v. Naval, GR L-11823, Feb. 11, 1918, 41 Phil. 838

o

When cancellation or destruction of a will may be presumed 98.Gago v. Mamuyac, GR L-26317, Jan. 29, 1927, 49 Phil. 902

o

Effect of will torn by another without testator’s express direction 99.Lipana v. CFI of Cavite, GR 47174, June 28, 1940, 70 Phil. 365

IMPLIED PARTIAL REVOCATION

DOCTRINE OF ABSOLUTE REVOCATION

REVOCATION BY MISTAKE

EFFECT OF REVOCATION OF WILL ON RECOGNITION OF ILLEGITIMATE CHILD

REPUBLICATION AND REVIVAL OF WILLS

EFFECT OF EXECUTION OF A CODICIL REFERRING TO A PRIOR WILL

REVIVAL OF WILLS: REVOCATION OF 2ND WILL REVOKING 1ST WILL DOES NOT REVIVE THE LATTER

ALLOWANCE AND DISALLOWANCE OF WILLS (PROBATE)

o

Probate or allowance of will defined

100.

Ajero v. CA, GR 106720, Sept. 15, 1994, 236 SCRA 488

o

Essence of probate

101.

Caniza v. CA, GR 110427, Feb. 24, 1997, 268 SCRA 640

o

When Court may rule on intrinsic validity

102.

Nuguid v. Nuguid, GR L-23445, June 23, 1966, 17 SCRA 449

o

General rule on jurisdiction of probate courts; exceptions

103.

o

Probate contrasted with validity of the testamentary provisions

104.

Sumilang v. Ramagosa, GR L-23135, Dec. 26, 1967, 21 SCRA 1369

o

Probate of will mandatory

105. Guevara v. Guevara, GR L-48840, Dec. 29, 1943, 74 Phil. 479

106. Luzon Surety Company, Inc. v. Quebrar, GR L-40517, Jan. 31, 1984,

 

127 SCRA 296

o

Due execution of the will or its extrinsic validity defined

107.

Pastor, Jr. v. CA, GR L-56340, June 24, 1983, 207 Phil. 758

o

Nature and characteristics of a probate proceeding

108.

Guevara v. Guevara, GR L-48840, Dec. 29, 1943, 74 Phil. 479

o

Notice by publication essential to validity of the proceeding

109. Manalo v. Paredes, GR 24168, Sept. 22, 1925, 47 Phil. 938

110. Eusebio v. Valmores, GR L-7019, May 31, 1955, 96 Phil. 163

o

Probate court bereft of power to adjudicate title to properties

111.

Cuizon v. Ramolete, GR L-51291, May 29, 1984, 129 SCRA 495

o

Probate court’s limited authority

112.

Nittscher v. Nittscher, GR 160530, Nov. 20, 2007, 537 SCRA 681

o

Probate of a will conclusive as to its due execution and validity

113. Castañeda v. Alemany, GR 1439, Mar. 19, 1904, 3 Phil. 26

114. Mercado v. Santos, GR 45629, Sept. 22, 1938, 66 Phil. 215

o

Conclusive presumption of genuineness of probated will

115.

Mercado v. Santos and Daza, GR 45629, Sept. 22, 1938, 66 Phil. 215

o

Presentation and probate of a codicil after will is probated

116.

Macam v. Gatmaitan, GR 40445, Aug. 17, 1934, 60 Phil. 358

o

Intestacy is subordinate to testacy

117.

Rodriguez v. Borja, GR No. L-21993, June 21, 1966, 17 SCRA 418

o

Doubts to be resolved in favor of testacy

118. Santos v. Manarang, GR L-8235, Mar. 19, 1914, 27 Phil. 209

119. Rodriguez v. CA, GR L-28734, Mar. 28, 1969, 27 SCRA 546

o

Testate proceedings for the settlement of the estate of a deceased person take precedence over intestate proceedings

120. Uriarte v. CFI of Negros, GR L-21938-39, May 29, 1970, 33 SCRA 252

WHEN WILL MAY BE DISALLOWED

o

Lists exclusive; no other grounds that would disallow a will

121.

Pecson v. Coronel, GR L-20374, Oct. 11, 1923, 45 Phil. 216

o

Issues to be resolved in probate of holographic will

122.

Montanaño v. Suesa, GR L-4724, Dec. 24, 1909, 14 Phil. 676

o

Only extrinsic validity of wills may be examined by probate court; exceptions

123. Acain v. IAC, GR 72706, Oct. 27, 1987, 155 SCRA 100

124. Valera v. Inserto, GR L-56504, May 7, 1987, 149 SCRA 533

o

Undue pressure and influence as ground to avoid a will

125.

Pascual v. De la Cruz, GR L-24819, May 30, 1969, 28 SCRA 421

o

Fraud and undue influence are repugnant allegations

126.

Icasiano v. Icasiano, GR L-18979, June 30, 1964, 11 SCRA 422

o

Substantial compliance rule

127. Rey v. Cartagena, GR 34288, Nov. 10, 1931, 56 Phil. 282

INSTITUTION OF HEIR; DEFINITION

EFFECTS OF NON-INSTITUTION OR PARTIAL INSTITUTION OF AN HEIR, ETC.

o Effect of partial disposition of testator’s estate

128. Montinola-Sanson v. CA, GR 76648, Feb. 26, 1988, 158 SCRA 247

FREEDOM OF DISPOSITION; TESTATE SUCCESSION PREFERRED OVER INTESTACY

129. Cuenco v. CA, GR L-24742, Oct. 26, 1973, 53 SCRA 360

130. Hacbang v. Alo, GR L-191031, Oct. 05, 2015

DESIGNATION OF HEIR BY NAME OR OTHER IDENTIFYING CIRCUMSTANCES

EFFECT OF ERROR IN NAME, ETC. AND IDEN TICAL NAMES

DISPOSITION IN FAVOR OF UNKNOWN OR UNIDENTIFIED PERSON NOT VALID

RULE WHERE HEIRS ARE INSTITUTED WITHOUT DESIGNATION OF SHARES

CONSTRUCTION WHEN HEIRS ARE INDIVIDUALLY AND COLLECTIVELY INSTITUTED

INSTITUTION OF BROTHERS AND SISTERS OF THE FULL AND HALF BLOOD

INSTITUTION OF A PERSON AND HIS CHILDREN

EFFECT OF INSTITUTION OF AN HEIR BASED ON A FALSE CAUSE

o Annulment of institution of heirs based on false cause; requisites

131. Austria v. Reyes, GR L-23079, Feb. 27, 1970, 31 SCRA 754

INSTITUTION OF ONE OR SEVERAL HEIRS TO AN ALIQUOT PART OF INHERITANCE

WHEN HEIRS’ TOTAL ALIQUOT PARTS ARE LESS THAN THE WHOLE INHERITANCE

RULE WHEN HEIRS’ TOTAL ALIQUOT PARTS EXCEED THE ENTIRE ESTATE

PRETERITION OR PRETERMISSION OF HEIRS

o

Preterition defined

132.

Aznar v. Duncan, GR L-24365, June 30, 1966, 17 SCRA 590

o

Successional rights of illegitimate children

133.

Delgado Vda. de De la Rosa v. Heirs of Marciana Rustia Vda. de Damian, GR 155733, Jan. 27, 2006, 480 SCRA 334

o

Rule on preterition applies to testator’s adopted child, not to spouse

134. Neri v. Akutin, GR L-47799, May 21, 1943, 74 Phil. 185

COMPLETION OF LEGITIME

o Allotment of smaller share than legitime does not invalidate institution of heir

135. Reyes v. Barretto-Datu, GR L-17818, Jan. 20, 1967, 19 SCRA 85

PREDECEASE, INCAPACITY AND RENUNCIATION; GROUNDS FOR DISQUALIFICATION OF HEIRS

o Elements of a valid repudiation or waiver of inheritance

136. Borromeo-Herrera v. Borromeo, GR 41171, July 23, 1987

EFFECTS OF PREDECEASE

SUBSTITUTION OF HEIRS

KINDS OF SUBSTITUTION

SIMPLE OR COMMON SUBSTITUTION

BRIEF OR COMPENDIOUS SUBSTITUTION

RECIPROCAL SUBSTITUTION; EFFECTS

CHARGES AND CONDITIONS IMPOSABLE UPON THE SUBSTITUTE

FIDEICOMMISSARY SUBSTITUTION

o

Duty of first heir to preserve the property for second heir required

137.

Crisologo v. Singson, GR L-13876, Feb. 28, 1962, 4 SCRA 491

o

Conditions of vulgar or simple substitution

138.

PCIB v. Escolin, GR L-27860 and L-27896, Mar. 29, 1974

o

Meaning of “one degree” from the first heir

139. Palacios v. Vda. De Ramirez, GR L-27952, Feb. 15, 1982, 111 SCRA

704

LEGITIME NOT TO BE AFFECTED BY FIDEICOMMISSARY SUBSTITUTION

FIDEICOMMISSARY SUBSTITUTION MUST BE EXPRESSLY MADE TO BE VALID

ENTITLEMENT OF FIDUCIARY TO DEDUCTIONS FOR LEGITIMATE EXPENSES

WHEN THE RIGHTS OF THE FIRST AND SECOND HEIRS ARE VESTED

WHEN FIDEICOMMISSARY SUBSTITUTIONS ARE DEEMED VOID

EFFECTS OF NULLITY OF FIDEICOMMISSARY SUBSTITUTION

PROVISION ON USUFRUCT

DISPOSITION DECLARING ESTATE INALIENABLE FOR A CERTAIN PERIOD

o Purpose of restriction on alienability of estate under Article 870

140. Palad v. Governor of Quezon Province, GR L-24302, Aug. 18, 1972, 46

SCRA 354

CONDITIONAL TESTAMENTARY DISPOSITIONS AND TESTAMENTARY DISPOSITIONS WITH A TERM; FREEDOM OF DISPOSITION

CHARGE, CONDITION OR SUBSTITUTION UPON THE LEGITIME DEEMED VOID

IMPOSSIBLE AND UNLAWFUL CONDITIONS

o Condition contrary to law to be considered as unwritten

141. Miciano v. Brimo, GR L-22595, Nov. 1, 1927, 50 Phil. 867

CONDITION PROHIBITING MARRIAGE

SCRIPTURA CAPTATORIA OR DISPOSICION CAPTATORIA

PURELY POTESTATIVE CONDITION

CASUAL AND MIXED CONDITIONS

DISPOSITION WITH A SUSPENSIVE TERM

NEGATIVE POTESTATIVE CONDITION

0EFFECT OF SUSPENSIVE CONDITION OR TERM OR FAILURE TO GIVE BOND

PLACEMENT OF THE ESTATE UNDER ADMINISTRATION MODE

ANALOGOUS AND CONSTRUCTIVE COMPLIANCE

RULES FOR CONDITIONAL OBLIGATIONS

TERM OR PERIOD IN TESTAMENTARY DISPOSITIONS

LEGITIME; DEFINITION; WHAT CONSTITUTES LEGITIME

o

Claim for legitime does not amount to claim of title

142.

Vizconde v. CA, GR 118449, Feb. 11, 1998, 286 SCRA 217

o

Accrual of cause of action to enforce a legitime

143. Imperial v. CA, GR 112483, Oct. 8, 1999, 316 SCRA 393

WHO ARE THE COMPULSORY HEIRS?

o Compulsory heir defined

144. Rocha v. Tuason, GR 14254, Aug. 5, 1919, 39 Phil. 976

LEGITIME OF LEGITIMATE CHILDREN AND DESCENDANTS

LEGITIME OF LEGITIMATE PARENTS OR ASCENDANTS

LEGITIME OF LEGITIMATE PARENTS

RESERVA TRONCAL

PRINCIPLE OF RESERVA TRONCAL

o

Reserva troncal defined

145.

De Papa v. Camacho, GR L-28032, Sept. 24, 1986, 144 SCRA 281

o

Lines of transmission in reserva troncal

146.

Gonzales v. CFI of Manila, GR L-34395, May 19, 1981, 104 SCRA 479

o

Who may become reservees (reservatorios)

147.

Jardin v. Villamayor, GR 47889, Jan. 17, 1941, 72 Phil. 392

o

Propositus, the person from whom degree should be reckoned

148.

Cabardo v. Villanueva, GR 19003, Dec. 13, 1922, 44 Phil. 186

o

4th degree relatives cannot be reservees nor can be represented

149.

Florentino v. Florentino, GR 14856, Nov. 15, 1919, 40 Phil. 480

o

Nearest relatives within 3rd degree exclude the more remote ones

150.

Padura v. Baldovino, GR L-11960, Dec. 27, 1958, 104 Phil. 1065

o

Resolutory conditions created by reserva troncal

151.

Sienes v. Esparcia, GR L-12957, Mar. 24, 1961, 1 SCRA 750

o

Reservor’s alienation of reserva subject to resolutory condition

152.

Lunsod v. Ortega, GR 14904, Sept. 19, 1921

o

Inchoate right of reservee (reservatorio)

153. Riosa v. Rocha, GR 23770, Feb. 18, 1926, 48 Phil. 737

154. Velayo Bernardo v. Siojo, GR 36078, Mar. 11, 1933, 58 Phil. 89

155.

Cano v. Director of Lands, GR L-10701, Jan. 16, 1959, 105 Phil. 1

o

Property subject of reserva acquired by gratuitous title

156.

Chua v. CFI of Negros Occidental, Branch V, GR L-29901, Aug. 31,

 

1977, 78 SCRA 412

o

Other cases illustrating reserva troncal

157. Nieva and Alcala v. Alcala and Deocampo, GR 13386, Oct. 27, 1920, 41 Phil. 915;

158. Maghirang and Gutierrez v. Balcita, GR 22066, Dec. 2, 1924, 46 Phil.

 

551;

 

159. Centeno v. Centeno, GR 28265, Nov. 5, 1928, 52 Phil. 322;

160. Director of Lands v. Aguas, GR 42737, Aug. 11, 1936, 63 Phil. 279; and

161. Aglibot v. Mañalac, GR L-14530, Apr. 25, 1962, 4 SCRA 1030;

o

Right of reservation only up to third degree relatives; exception

162.

Florentino v. Florentino, GR 14856, Nov. 15, 1919, 40 Phil. 480

o

Duty of the reservista; what he acquires

164. Edroso v. Sablan, GR 6878, Sept. 13, 1913, 25 Phil. 295

o

When reservatorio becomes exclusive owner of reservable property

165. Dizon and Dizon v. Galang, GR 23144, Jan. 14, 1926, 48 Phil. 601

LEGITIMES OF 1 LEGITIMATE CHILD AND SURVIVING SPOUSE

LEGITIMES OF LEGITIMATE PARENTS AND SURVIVING SPOUSE

LEGITIMES OF ILLEGITIMATE CHILDREN AND SURVIVING SPOUSE

LEGITIMES OF LEGITIMATE AND ILLEGITIMATE CHILDREN

LEGITIMES OF LEGITIMATE PARENTS AND ILLEGITIMATE CHILDREN

LEGITIMES OF LEGITIMATE AND ILLEGITIMATE CHILDREN AND SURVIVING SPOUSE

LEGITIMES OF LEGITIMATE PARENTS, ILLEGITIMATE CHILDREN AND SURVIVING SPOUSE

LEGITIME OF THE SURVIVING SPOUSE

LEGITIME OF ILLEGITIMATE CHILDREN

RIGHTS OF ILLEGITIMATE CHILDREN TO LEGITIME; WHEN TRANSMITTED

LEGITIMES OF ILLEGITIMATE PARENTS AND SURVIVING SPOUSE OF ILLEGITIMATE CHILD

NON-DISPOSABILITY OF LEGITIME; EXCEPTIONS

RENUNCIATION OR COMPROMISE OF FUTURE LEGITIME VOID

REMEDY IN CASE OF INCOMPLETE LEGITIME

INOFFICIOUS OR EXCESSIVE TESTAMENTARY DISPOSITIONS; REMEDIES

DEDUCTION AND COLLATION

DONATIONS TO CHILDREN AND STRANGERS AND INOFFICIOUS DONATIONS

TREATMENT OF DONATIONS GIVEN TO ILLEGITIMATE CHILD

PROCEDURE FOR REDUCTION OF TESTAMENTARY DISPOSITIONS AND DONATIONS

RULES ON REDUCTION OF DEVISES

CONSEQUENCES OF NON-AVAILMENT OF RIGHT UNDER ARTICLE

FREEDOM OF TESTATOR TO DISPOSE OF FREE PORTION

DISINHERITANCE; DEFINITION

DISINHERITANCE CAN ONLY BE EFFECTED THROUGH A WILL

BURDEN OF PROVING CAUSE OF DISINHERITANCE RESTS ON OTHER HEIRS

GROUNDS FOR IMPERFECT OR INEFFECTIVE DISINHERITANCE; EFFECT

SUFFICIENT CAUSES FOR DISINHERITING CHILDREN AND DESCENDANTS

SUFFICIENT CAUSES FOR DISINHERITING PARENTS OR ASCENDANTS

SUFFICIENT CAUSES FOR DISINHERITING A SPOUSE

EFFECT OF ENSUING RECONCILIATION BETWEEN OFFENDER AND OFFENDED

EFFECTS OF DISINHERITANCE ON CHILDREN. DESCENDANTS AND PARENTS

LEGACIES AND DEVISES; DEFINITION

WHAT CAN BE BEQUEATHED OR DEVISED

PERSONS CHARGED WITH LEGACIES AND DEVISES

LIABILITY WHEN ONE OR NONE OF THE HEIRS CHARGED WITH LEGACY OF DEVISE

LIABILITY FOR LOSS OR DESTRUCTION OF THING DEVISED OR BEQUEATHED

LIABILITY FOR EVICTION

REMEDIES IF TESTATOR, HEIR OR LEGATEE OWNS ONLY A PART OR INTEREST IN THE THING BEQUEATHED

LEGACY OR DEVICE VITIATED BY MISTAKE

LEGACY OR DEVICE OF A THING NOT OWNED BY TESTATOR

LEGACY OR DEVISE OF THING BELONGING TO LEGATEE OR DEVISEE

EFFECTS OF GRATUITOUS AND ONEROUS ACQUISITION BY LEGATEE OR DEVISEE OF THING BEQUEATHED AFTER THE MAKING OF WILL

LEGACY OR DEVISE OF THING PLEDGED OR MORTGAGED

LEGACIES OF CREDIT OF A THIRD PERSON AND REMISSION OF DEBT OF LEGATEE

WHEN LEGACY OF CREDIT OR REMISSION REVOKED

WHAT A GENERIC LEGACY OF RELEASE OR REMISSION OF DEBTS COVERS

APPLICATION OF LEGACY OR DEVISE MADE TO A CREDITOR

0DISPOSITION OF NON-EXISTING DEBT AND OVERPAYMENT OF SPECIFIC DEBT

ALTERNATIVE LEGACY OR DEVISE

LEGACY OR DEVISE OF GENERIC PROPERTY

RIGHT OF CHOICE

CHOICE MADE IRREVOCABLE

LEGACY FOR EDUCATION OR SUPPORT

LEGACY OF PENSION

LEGACY OF A THING UNDER USUFRUCT

RIGHT TO PURE AND SIMPLE LEGACIES OR DEVISES; WHEN ACQUIRED

LEGACY OR DEVICE OF SPECIFIC AND DETERMINATE THING

LEGACY OF GENERIC THING AND OWNERSHIP OF ITS FRUITS AND INTERESTS

ORDER OF PREFERENCE IN THE PAYMENT OF LEGACIES OR DEVISES

MANNER OF DELIVERY OF LEGACY OR DEVISE

EXPENSES FOR DELIVERY OF THING BEQUEATHED FOR WHOSE ACCOUNT

REQUEST FOR DELIVERY AND POSSESSION OF THING BEQUEATHED

ACCEPTANCE AND REPUDIATION IN PART OF LEGACY OR DEVISE

ACCEPTANCE OR RENUNCIATION OF ONEROUS AND/OR GRATUITOUS LEGACIES OR DEVISES

EFFECT OF INEFFECTIVE LEGACY OR DEVISE

GROUNDS FOR REVOCATION OF LEGACY OR DEVISE

EFFECT OF MISTAKE AS TO NAME OF THE THING BEQUEATHED OR DEVISED

DISPOSITION IN FAVOR OF TESTATOR'S RELATIVES; RULE OF PROXIMITY APPLIES

CHAPTER III:

LEGAL OR INTESTATE SUCCESSION265

LEGAL OR INTESTATE SUCCESSION; DEFINITION

CAUSES OF INTESTACY

ORDER OF INTESTATE OR LEGAL SUCCESSION

o Classification of intestate or legal heirs 166. Rosales v. Rosales, GR L-40789, Feb. 27, 1987, 148 SCRA 69

RULE OF EQUAL DIVISION

RELATIONSHIP; FUNDAMENTAL CONCEPTS AND RULES IN RELATIONSHIP

PROXIMITY OF RELATIONSHIP; HOW DETERMINED

DIRECT AND COLLATERAL LINES

DEGREES; HOW COUNTED

KINDS OF BLOOD RELATIONSHIP

INCAPACITY TO SUCCEED; WHEN ACCRETION IN INTESTACY TAKES PLACE

EFFECT OF REPUDIATION OF INHERITANCE BY NEAREST RELATIVES

RIGHT OF REPRESENTATION; DEFINITION

REPRESENTATIVE SUCCEEDS THE DECEDENT NOT THE PERSON REPRESENTED

REPRESENTATION OCCURS ONLY IN THE DIRECT DESCENDING LINE

CAPACITY OF REPRESENTATIVE TO SUCCEED DECEDENT

DIVISION OF ESTATE IN SUCCESSION BY REPRESENTATION

PER CAPITA

PER STIRPES

INHERITANCE OF NEPHEWS AND NIECES

167. Abellana-Bacayo v. Ferraris-Borromeo, GR L-19382, Aug. 31, 1965, 14 SCRA 986

o Nephew or niece of full blood entitled to inherit share double that of nephew or niece of half blood

168. Bicomong v. Almanza, GR L-37365, Nov. 29, 1977, 80 SCRA 421

REPRESENTATION BY RENOUNCER OR REPUDIATOR

REPRESENTATION OF RENOUNCER OR REPUDIATOR

o Representation in adoption

169. De La Puerta v. CA, GR 77867, Feb. 6, 1990, 181 SCRA 861

ORDER OF INTESTATE SUCCESSION

SUCCESSION PERTAINS TO DESCENDING DIRECT LINE

ADOPTED CHILD SUCCEEDS TO THE PROPERTY OF THE ADOPTING PARENTS

CHILDREN OF DECEASED ALWAYS INHERIT FROM HIM IN THEIR OWN RIGHT

INHERITANCE OF CHILDREN OF DECEASED AND DESCENDANTS OF OTHER CHILDREN WHO ARE DEAD

GRANDCHILDREN INHERIT BY RIGHT OF REPRESENTATION; EXCEPTION

LEGITIME OF ILLEGITIMATE CHILD; PROPORTION

LEGAL HEIRS OF ADOPTED CHILD

INHERITANCE OF PARENTS AND ASCENDANTS

INHERITANCE OF FATHER AND/OR MOTHER 291

INHERITANCE OF ASCENDANTS NEAREST IN DEGREE

INHERITANCE OF ILLEGITIMATE CHILDREN

INHERITANCE OF ILLEGITIMATE CHILDREN AND DESCENDANTS OF ANOTHER ILLEGITIMATE CHILD

HEREDITARY RIGHTS OF ILLEGITIMATE CHILDREN; WHEN TRANSMITTED

INHERITANCE OF ILLEGITIMATE CHILDREN AND LEGITIMATE ASCENDANTS

RULE OF BARRIER BETWEEN LEGITIMATE AND ILLEGITIMATE FAMILIES

o

Iron curtain bar rule

170.

Diaz v. IAC, GR L-66574, June 17, 1987, 150 SCRA 645

o

Cases applying the rule

171. Corpus v. Corpus, 85 SCRA 567

172. Cache v. Udan, 13 SCRA 693

173. Llorente v. Rodriguez, 10 Phil. 585; Allarde v. Abaya, 57 Phil. 909

174. Anuran v. Aquino and Ortiz, 38 Phil. 29

175. Leonardo v. CA, 120 SCRA 890

INHERITANCE FROM ILLEGITIMATE DECEDENT

SURVIVING SPOUSE OF ILLEGITIMATE CHILD; ALONE OR WITH RELATIVES

INHERITANCE OF SURVIVING SPOUSE

o Surviving spouse not an intestate heir of parent-in-law

176. Rosales v. Rosales, GR L-40789, Feb. 27, 1987, 148 SCRA 69

SURVIVING SPOUSE CONCURRING WITH A LEGITIMATE CHILD ENTITLED TO 1/2 OF THE INTESTATE ESTATE

177. Santillon v. Miranda, GR L-19281, June 30, 1965, 14 SCRA 563

178. Heirs of Ignacio Conti v. CA, GR 118464, Dec. 21, 1998, 300 SCRA 345

RULE WHEN WIDOW OR WIDOWER SURVIVES WITH LEGITIMATE PARENTS OR ASCENDANTS

RULE WHEN SURVIVING SPOUSE CONCURS WITH ILLEGITIMATE CHILDREN

RULE WHEN WIDOW OR WIDOWER SURVIVES WITH LEGITIMATE AND ILLEGITIMATE CHILDREN OR THEIR DESCENDANTS

RULE WHEN NEAREST SURVIVING RELATIVES OF THE DECEDENT ARE THE PARENTS, SPOUSE AND AN ADOPTED CHILD

RULE WHEN BROTHERS AND SISTERS OR THEIR CHILDREN CONCUR WITH SURVIVING SPOUSE

o

Brother’s right to succeed

179.

Carlos v. Sandoval, GR 179922, Dec. 16, 2008, 574 SCRA 116

o

What precludes succession by collateral relatives

180. Gonzales v. CA, GR 117740, Oct. 30, 1998, 298 SCRA 322

SURVIVING SPOUSE WHO GAVE CAUSE FOR LEGAL SEPARATION NOT ENTITLED TO SUCCESSIONAL RIGHTS

COLLATERAL RELATIVES SUCCEED IN DEFAULT OF ASCENDANTS, ILLEGITIMATE CHILDREN OR SURVIVING SPOUSE

o Collateral relatives excluded by children of intestate decedent

181. Cacho v. Udan, GR L-19996, Apr. 30, 1965, 13 SCRA 693

RULE WHEN BROTHERS AND SISTERS OF THE FULL BLOOD ARE THE ONLY SURVIVORS

RULE WHEN BROTHERS AND SISTERS SURVIVE WITH NEPHEWS AND NIECES

RULE WHEN BROTHER AND SISTERS OF THE FULL BLOOD CONCUR WITH BROTHERS AND SISTERS OF THE HALF BLOOD

RULE WHEN BROTHERS AND SISTERS OF THE HALF BLOOD, SOME ON THE FATHER'S AND SOME ON THE MOTHER'S SIDE, ARE THE ONLY SURVIVORS

CHILDREN OF BROTHERS AND SISTERS OF THE HALF BLOOD

o Nephew or niece of full blood entitled to inherit share double that of the nephew or niece of half blood

182. Padura v. Baldovino, GR L-11960, Dec. 27, 1958, 104 Phil. 1065

183. Alviar v. Alviar, GR L-22402, June 30, 1969, 28 SCRA 610

OTHER COLLATERAL RELATIVES; WHEN ENTITLED TO SUCCESSION

184. Abellana-Bacayo v. Ferraris-Borromeo, GR L-19382, Aug. 31, 1965, 14

SCRA 986

COLLATERALS BEYOND 5TH DEGREE EXCLUDED

STATE AS INTESTATE HEIR

ESCHEAT PROCEDURE

o

Escheat defined

185. Municipal Council of San Pedro, Laguna v. Colegio de San Jose, GR L-

 

45460, Feb. 25, 1938, 65 Phil. 318

 

186. RCBC v. Hi-Tri Development Corp., GR 192413, June 13, 2012, 672 SCRA 514

o

Escheat proceeding an exercise of state sovereignty

187.

Republic v. CA, GR 143483, Jan. 31, 2002, 375 SCRA 484

o

Legal basis of state’s right to receive property in escheat; state as last intestate heir

188.

Rosales v. Rosales, GR L-40789, Feb. 27, 1987, 148 SCRA 69

o

Requisites for the filing of petition for escheat 189. City of Manila v. Roman Catholic Archbishop of Manila, GR L-10033,

 

Aug. 30, 1917

o

Reversion or escheat of lands which sold to disqualified aliens

190.

Lee v. Republic, GR 128195, Oct. 3, 2001, 418 Phil. 793

o

Interested party defined

191.

Locsin, Sr. v. Locsin, Jr., GR 146737, Dec. 10, 2001, 423 Phil. 192

o

Period within which a claimant must file his claim

192.

Republic of the Philippines v. CA, GR 143483, Jan. 31, 2002

o

Escheat proceedings cannot be converted into probate proceedings

ASSIGNMENT OF ESTATE

RIGHT OF PERSON LEGALLY ENTITLED TO ESCHEATED PROPERTY

ORDER OF PREFERENCE AND ORDER OF CONCURRENCE IN INTESTATE SUCCESSION UNDER ARTICLES 978 TO 1014

CHAPTER IV:

194. Manuel v. Ferrer, GR 117246, Aug. 21, 1995

PROVISIONS COMMON TO TESTATE AND INTESTATE SUCCESSIONS 313

RIGHT OF ACCRETION; ACCRETION

REQUISITES OF ACCRETION IN TESTAMENTARY SUCCESSION

RIGHT OF ACCRETION APPLIES WHERE IDENTITY OF SHARE NOT DETERMINATE

ACCRETION IN LEGAL OR INTESTATE SUCCESSION

PROPORTIONAL DISTRIBUTION OF SHARE SUBJECT OF ACCRETION

6RIGHTS AND OBLIGATIONS ASSUMED BY HEIRS RECEIVING THE ACCRETION

WHEN RIGHT OF ACCRETION OCCURS AMONG COMPULSORY HEIRS

EFFECT IF THERE IS NO ACCRETION

ACCRETION INVOLVING DEVISEES, LEGATEES AND USUFRUCTUARIES

CAPACITY TO SUCCEED BY WILL OR BY INTESTACY; WHO MAY SUCCEED BY WILL OR BY INTESTATE SUCCESSION

REQUISITES FOR INHERITANCE BY WILL OR BY INTESTACY

CAPACITY TO SUCCEED OF JURIDICAL AND NON-JURIDICAL ENTITIES

PERSONS INCAPACITATED TO SUCCEED BASED ON UNDUE INFLUENCE OR INTEREST

PROHIBITIONS ON DONATIONS APPLICABLE TO TESTAMENTARY PROVISIONS

DISPOSITION FOR PRAYERS AND PIOUS WORKS FOR THE TESTATOR’S SOUL

TESTAMENTARY PROVISIONS IN FAVOR OF THE POOR IN GENERAL

PROVISION IN FAVOR OF A DISQUALIFIED PERSON UNDER ANY GUISE VOID

ACTS OF UNWORTHINESS

WHEN CAUSE OF UNWORTHINESS DEEMED INEFFECTIVE

TIME TO DETERMINE CAPACITY OF HEIR

RIGHT OF DISQUALIFIED HEIR TO NECESSARY EXPENSES FOR PRESERVATION

LIABILITY OF INCAPACITATED PERSON POSSESSING HEREDITARY PROPERTY IN BAD FAITH

LAW GOVERNING CAPACITY TO SUCCEED

o

Doctrine of renvoi; when applicable

195.

Bellis v. Bellis, GR L-23678, June 6, 1967, 20 SCRA 258

o

Lex rei sitae or Situs rule

196. Lim v. Collector, GR 11759, Mar. 16, 1917, 36 Phil. 472

PERIOD TO RECOVER INHERITANCE FROM DISQUALIFIED HEIR

ACCEPTANCE AND REPUDIATION OF THE INHERITANCE; A FREE AND VOLUNTARY ACT

o What acts do not constitute acceptance

RETROACTIVE EFFECT OF ACCEPTANCE OR REPUDIATION 338

REQUIREMENTS FOR ACCEPTANCE OR REPUDIATION

PERSONS WHO MAY ACCEPT OR REPUDIATE

o Judicial approval required in repudiation by parents and guardians

JUDICIAL AUTHORIZATION REQUIRED IN CASE OF REPUDIATION BY LEGAL REPRESENTATIVE OF AN ENTITY

o Property subject to collation; assessment of property donated

199. Tordilla v. Tordilla, GR 39547, May 3, 1934, 60 Phil. 162

ACCEPTANCE OR REPUDIATION BY PUBLIC OFFICES SUBJECT TO GOVERNMENT APPROVAL

REPUDIATION BY MARRIED WOMAN; EXCEPTIONS

ACCEPTANCE OR REPUDIATION OF INHERITANCE BY DEAF-MUTES

EXPRESS OR TACIT ACCEPTANCE

INSTANCES OF TACIT ACCEPTANCE

FORMS OF REPUDIATION

REPUDIATION PREJUDICIAL TO HEIR’S OWN CREDITORS

EFFECT OF HEIR’S DEATH WITHOUT ACCEPTANCE OR REPUDIATION

ACCEPTANCE AND REPUDIATION BY SOME HEIRS

HEIR BY WILL AND BY LAW REPUDIATING AS TESTAMENTARY HEIR

IRREVOCABILITY AND INDISPUTABILITY OF ACCEPTANCE AND REPUDIATION; EXCEPTIONS

IMPLIED ACCEPTANCE BY INACTION WITHIN REGLEMENTARY PERIOD

EXECUTORS AND ADMINISTRATORS; ADMINISTRATION OF ESTATES OF DECEASED PERSONS GOVERNED BY RULES OF COURT

APPLICABLE PROVISIONS WHERE ESTATE’S ASSETS INSUFFICIENT TO PAY DEBTS

CORPORATION OR ASSOCIATION AS ESTATE EXECUTOR, ADMINISTRATOR, GUARDIAN, OR TRUSTEE

COLLATION; DEFINITION

o

Limitations on donation; when donation is collatable or reducible

200.

o

What is brought to collation; rationale for the rule

201.

Vizconde v. CA, GR 118449, Feb. 11, 1998, 286 SCRA 217

o

When may inofficiousness of donation be determined

202.

Imperial v. CA, GR 112483, Oct. 8, 1999, 316 SCRA 393

o

Prescriptive period for action to reduce inofficious donation

203. Mateo v. Lagua, GR L-26270, Oct. 30, 1969, 29 SCRA 864

OBLIGATION OF COMPULSORY HEIR TO COLLATE

INSTANCES WHEN COLLATION SHALL NOT TAKE PLACE

PROPERTY LEFT BY WILL CONSTRUED AS DEVISES OR LEGACIES; HOW COLLATED

GRANDCHILDREN WHO SURVIVE WITH UNCLES, AUNTS OR FIRST COUSINS AND INHERIT BY RIGHT OF REPRESENTATION

DONATIONS TO CHILDREN OF COMPULSORY HEIRS

DONATIONS TO SPOUSE OF CHILD

EXPENSES FOR SUPPORT, ETC. NOT SUBJECT TO COLLATION

EXPENSES FOR CHILD’S CAREER

PAYMENTS FOR CHILD’S DEBTS, ETC.

GIFTS FOR CHILD’S WEDDING

WHAT IS BROUGHT TO COLLATION; PRINCIPLES OF RES PERIT DOMINO AND ACCESSION

DONATIONS MADE BY BOTH PARENTS AND BY ONE PARENT ONLY

EQUALIZATION OF SHARES OF DONEE AND CO-HEIRS

WHAT MAY BE RECEIVED IN CASE COLLATABLE PROPERTY HAS NO EQUIVALENT

FRUITS AND INTEREST OF THE COLLATABLE PROPERTY

REIMBURSEMENT OF EXPENSES IN CASE OF TOTALLY INOFFICIOUS DONATION

DISTRIBUTION OF ESTATE MUST NOT BE DISRUPTED BY ISSUE ON COLLATION

PARTITION AND DISTRIBUTION OF THE ESTATE; CONCEPT OF CO-OWNERSHIP

o Co-ownership defined

204. Alejandrino v. CA, GR 114151, Sept. 17, 1998, 295 SCRA 536

205. Rizal v. Naredo, GR 151898, Mar. 14, 2012, 668 SCRA 114

PARTITION

o

Partition by extrajudicial settlement of the estate

206.

Guico v. Bautista, GR L-14921, Dec. 31, 1960, 110 Phil. 584

o

Rationale for the rule on extrajudicial partition

207.

Vda. De Rodriguez v. Tan, GR L-6044, Nov. 24, 1952, 92 Phil. 273

o

Judicial action for partition as a remedy of a co-owner

208.

Quintos v. Nicolas, GR 210252, June 16, 2014, 726 SCRA 482

o

Phases of judicial partition

209.

Sepulveda, Sr. v. Pelaez, GR L-152195, Jan. 31, 2005, 450 SCRA 302

o

Delineations of the 2 phases of judicial partition

210.

Maglucot-aw v. Maglucot, GR 132518, Mar. 28, 2000, 385 Phil. 720

o

Action for partition does not prescribe and is not barred by laches

211. Santos v. Santos, GR 139524, Oct. 12, 2000, 396 Phil. 928

o

Action for partition an action for declaration of co-ownership

212.

Vda. de Daffon v. CA, GR 129017, Aug. 20, 2002, 436 Phil. 233

o

Family home protected from immediate partition

213.

o

Court to determine first the issue ownership prior to effecting partition

214. Reyes-De Leon v. Del Rosario, GR 152862, July 26, 2004, 479 Phil. 98,

107

PARTITION BY AN ACT INTER VIVOS

o

Partition inter vivos; how made and forms required

215.

o

Partition inter vivos requires a prior will

216.

Romero v. Villamor, GR L-10850, Dec. 20, 1957, 102 Phil. 641

o

Partition inter vivos void where will void

217.

Legasto v. Verzosa, GR 2344, Mar. 31, 1930, 54 Phil. 766

o

Partition of estate in will valid

218.

Dizon-Rivera v. Dizon, GR L-24561, June 30, 1970, 33 SCRA 554

o

Partition of inherited property need not be in a public document

219.

Alejandrino v. CA, GR 114151, Sept. 17, 1998, 295 SCRA 536

o

Oral partition valid; non-registration of extrajudicial settlement does not affect its validity

220. Heirs of Teves v. CA, GR 109963, Oct. 13, 1999, 316 SCRA 632

PARTITION BY THIRD PERSON OR MANDATORY

PARTITION PRESUMED FROM ACTS INTENDED TO DIVIDE ESTATE

o Sale deemed to be a partition

221. Tuason v. Tuason, Jr., GR L-3404, Apr. 2, 1951, 88 Phil. 428

TESTATOR EMPOWERED TO FORBID PARTITION FOR 20 YEARS; EXCEPTIONS

INSTITUTION OF VOLUNTARY HEIRS WITH SUSPENSIVE CONDITION

EQUALITY OF PARTITION AMONG CO-HEIRS

CONSTRUCTIVE PARTITION THROUGH PAYMENT OF CO-HEIRS OR PUBLIC SALE

MUTUAL ACCOUNTING TO BE RENDERED BY CO-HEIRS

LEGAL REDEMPTION IN FAVOR OF CO-HEIRS

o

Application of Article 1088

222.

Castro v. Castro, GR L-7464, Oct. 24, 1955, 97 Phil. 705

o

Rule in Article 1088 the same as in Article 1620

223.

Saturnino v. Paulino, GR L-7385, May 19, 1955, 97 Phil. 50

o

Purpose of Article 1088

224. De Jesus v. Manglapus, GR L-527, May 28, 1948, 81 Phil. 114

225. Hernaez vs. Hernaez, GR 10027, Nov. 13, 1915, 32 Phil. 214

o

Right of redemption in case of sale

226. Villanueva v. Florendo, GR L-33158, Oct. 17, 1985, 139 SCRA 329

227. Caro v. CA, GR L-46001, Mar. 25, 1982, 113 SCRA 10

DELIVERY OF TITLES TO CO-HEIRS

EFFECTS OF PARTITION

o

Sale by heir of part of his share valid

228.

Habaña v. Imbo, GR L-15598 & L-15726, Mar. 31, 1964, 10 SCRA 471

o

Co-heir can sell his share of estate even before approval of partition

229.

Cea v. CA, GR L-1776, Oct. 27, 1949; Beltran v. Doriano, 32 Phil. 66

o

Sale of rights, etc. in property under administration or in custodia legis

230. Jakosalem v. Rafols, GR 48372, July 24, 1942, 73 Phil. 628

OBLIGATION OF MUTUAL WARRANTY BY CO-HEIRS

RULE AS TO THE PROPORTIONAL LIABILITY OF CO-HEIRS ON WARRANTY

10-YEAR PRESCRIPTIVE PERIOD FOR ENFORCEMENT OF WARRANTIES

CREDIT ASSIGNED TO CO-HEIR IN PARTITION; WARRANTY OF DEBTOR’S SOLVENCY

INSTANCES WHEN THERE IS NO MUTUAL WARRANTY

RESCISSION AND NULLITY OF PARTITION

RESCISSION OF PARTITION DUE TO LESION

PARTITION MADE BY TESTATOR HIMSELF NOT SUBJECT OF RESCISSION

ACTION FOR RESCISSION DUE TO LESION; PRESCRIPTIVE PERIOD

DEFENDANT’S OPTIONS; FORMS OF INDEMNITY

HEIR WHO ALIENATED SHARE CANNOT SUE FOR RESCISSION DUE TO LESION

INCOMPLETENESS OF PARTITION NOT A GROUND FOR RESCISSION

EFFECT OF PRETERITION OF COMPULSORY HEIR IN PARTITION

o Preterition a concept of testamentary succession and not of partition 231. Neri v. Akutin, GR 47799, June 13, 1941, 72 Phil. 322

EFFECT OF INCLUSION OF NON-HEIR IN PARTITION