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Sebastian
Art 774. Succession is a mode of Acquisition by virtue of which the property, rights and obligation to
the extent of the value of the inheritance, of a person are transmitted through his death to another
or others either by will or by operation of law.
O – Occupation
L – Law
D – Donation
T – Tradition
I – Intellectual property
P – Prescription
S – Succession
Inheritance of a person consists of property, transmissible rights and obligations that survive the
person’s death.
In the old code such was a virtual subrogation, there was no limit as to Property, Transmissible Right
and Obligations (PRO); but under the NCC the obligations will be to the extent of the hereditary
share.
1. A person on board a vessel lost during a sea voyage or on aeroplane which is missing, who has
not been heard of for four years since the loss of the vessel or aeroplane;
2. A person in the armed forces who has taken part in war, and has been missing for four years;
and
3. A person who has been in danger of death under other circumstances and his existence has not
been known for four years;
4. BUT (Under ART 390) IF SUCH IS AN ABSENTEE it is 10 years to open up succession, unless he
disappeared after 75 years of age, 5 years will be sufficient.
Thus, GR: Contracts are binding on the heirs as well due to NCC Art. 1311, which refers to the
“Principle of Relativity of Contracts”;
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Will and Succession; From the Lectures of Atty. Sebastian
Pacio v. Billon;
Properties not validly conveyed by a person during his lifetime will form part of his estate upon his
demise. Pacio holds that a parcel of land which was not validly donated (propter nuptias) by the
husband to the wife did not leave his patrimony, and therefore formed part of his inheritance upon
his demise.
(It must be remembered in this case the mistake here was the application of the codes)
Bonilla v. Barcena;
The transmission of the hereditary estate from the decedent to the heirs takes place from the
moment of the death of the decedent. A prior judicial declaration of heirship is not necessary to
perfect the transmission. Bonilla holds that claims to or rights over property which were initiated by
the decedent during his lifetime by appropriate court proceedings are not extinguished by his death.
These claims or rights over property are transmitted to his heirs upon his death, thus may substitute
the decedent in the said case.
Butte v. Manuel Uy & Sons Inc. (Yung small portion that ended up getting the whole- mayaman
toh)
The right of legal redemption under Article 1620 of the Civil Code is property. Thus, where a
decedent dies without having exercised a right of redemption (and provided it has not expired), the
said right shall be transmitted to his heirs upon his death. In this event, the right of redemption is
part of the inheritance. However, where the right of redemption was acquired after the death of
the decedent, the same pertains to the heirs directly in their individual capacities, and not
derivatively from the decedent. Butte makes a clear distinction as to when the right of redemption is
part of the hereditary estate, and when it is not. Accordingly, Butte clarifies the issue as to who may
exercise the right of redemption.
De Borja v. De Borja;
The right to the inheritance is transferred to the heirs precisely at the moment of the death of the
decedent. From such time, the heirs are deemed to be the owners of the same. De Borja confirms
that from the moment of death of the decedent, the heirs begin to enjoy all the attributes of owner-
ship, including the right to dispose (jus disponendi). De Borja holds that the pendency of the
probate proceeding is no bar to the exercise of such proprietary rights, since ownership over the
hereditary estate has vested in the heirs from the time of the death of the testator.
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Will and Succession; From the Lectures of Atty. Sebastian
De Borja must be distinguished from the prohibition against disposicion captatoria in Article 875 of
the Civil Code. Likewise, it must be reconciled with the provision of Article 784 which states that the
making of a will is a strictly personal act of the testator.
Branch II Branch I
3) Decision of the court is to give them 2) went to the CA, who had the property reconveyed
The land to the 21 substitute, since supposedly the contract is void
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Will and Succession; From the Lectures of Atty. Sebastian
ART 777. The rights to the succession are transmitted from the moment of death of the decedent.
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Will and Succession; From the Lectures of Atty. Sebastian
Angela was able to get the whole property!!! Thus the property and rights are not inchoate until
you pay the obligations since you can choose to pay out such in order to maintain the property
as a whole. This is also wrong for tax and debt reasons. (For Bar purposes unless you can
properly defend don’t use).
Blas v. Santos (Future Inheritance) read the case before exams (pg.55 ng scra?)
When the 1st wife died, the property was not divided thus when he remarried the PR of wife 1 was
infused with the PR of wife 2. To make sure there would be no quarrel in the family of the testator
between his kids from his 1st marriage and wife 2, a compromise agreement was made. The wife
gets half and then her half will go back to the kids upon her death. Wife 2 agreed to such. The
relatives of wife 2 questioned such as an agreement to future inheritance which by law is void.
SC Held: that what wife 2 compromised where her own shares that she rightfully received.
Henry C --------------- Big Boy such becomes a future inheritance and is VOID
Worth $6 Billion can inherit $1 Billion
Takes out a loan based on the $1
Billion he can inherit for 10M a year ₊ 5% Interest
Objects Meaning they cannot claim the fruits unless the creditors are paid
As per Atty. Sebastian: “is it a stupid provision? NO stupid lang ang pagsulat”
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Will and Succession; From the Lectures of Atty. Sebastian
As per Atty. Sebastian: Para no problem: “if any other property not listed to be divided this
way”
The Difference between Art 781 and Art 793.
781 793
As to application No other application except to ensure Is to still give the testator the
payment of debt opportunity to decide
When it takes place After the opening of Succession Refers to properties gain after making
the will during the testator’s lifetime
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Will and Succession; From the Lectures of Atty. Sebastian
draft of the said will submitted by the Atty. for probate was accepted as extrinsic evidence of
the said will.
Villafor v. Juico
Don Nicholas left his properties to Fausta with a condition that if she would ever remarry after
his death, the said properties would go to Leonor. Fausta on her part never remarried and when
she died left everything to Juico (the supposed lover).
Leonor laid claim to the properties to which Juico contended that when the properties were
transferred to Fausta she became absolute owner and had the right to do whatever she pleased
with the said properties
SC: what she got was a usufruct being what she got was the right to use and possess and not
naked title, if Nicholas wanted to give it to Fausta, he could have done so without conditions,
thus the interpretation that is to be followed is what gives effect.
Bellis v Bellis (Law in play – making of the will vs. when the testatrix died)
The formal validity of a will depends upon the observance of the law in force at the time of
execution of the will. On the other hand the substantive validity of the dispositions therein are
governed by the laws in force at the time of death of the testator.
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Will and Succession; From the Lectures of Atty. Sebastian
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Will and Succession; From the Lectures of Atty. Sebastian
Atty. Sebastian: The reason for the language or the dialect must be known to the testator is
because of the 3 fold rule held in Tambago. Because of the bad faith or fraud, how can you now
be sure of its authenticity? The judge here made a stupid decision, the heir lost out, thus only
correct to go after him, dapat ma disbar din toh, isa pa tong tanga!
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Will and Succession; From the Lectures of Atty. Sebastian
illiterate, the lawyer only claimed such to say there was no doubt, which is wrong; SC took it out
on the testator will being that the lawyer lied, so don’t lie, if you made a mistake admit it and
they might show favour upon you.
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Will and Succession; From the Lectures of Atty. Sebastian
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Will and Succession; From the Lectures of Atty. Sebastian
Abada v. Abaja ( no. of witnesses need not be stated on the attestation clause)
The facts are too long, the main point as to succession is even if the attestation clause does not
state the number of witnesses, if it can be seen in the will that there was 3, then there is
substantial compliance (seen in the sense 3 signed duh!)
Lesson: Art 809 provides for the liberalization of interpretation in the Attestation Clause, thus it
must be remembered substantial compliance only happens in regards to the attestation clause.
Reason for such: Is the fact that the Attestation Clause is not an act of the testator but of the
witnesses combined, thus should not fault the testator as much as possible.
Azuela v. CA (Stupidity/bayaran)
There are 3 defects in the case at bar that the court overlooked.
1st the AC did not state the no. of pages – As per SC, cannot apply Taboada since in Taboada the
number of pages is stated elsewhere in the will, in this case it is not.
2nd AC, witness did not sign at the bottom – Completely forgot or ignored the principle laid down
in Cargo.
3rd The notary attached a mere jurat instead of an acknowledgment – Atty. Sebastian, “ first of
all “nilagdaan ko at ninotario ko ngayon 10 ng Hunyo” is not even enough to be a jurat, being in
a jurat there is a statement the such is to “certify that such is the truth” as you know it.
Furthermore, in the will everything was left to Felix the nephew who supposedly took care of
the decendent, despite the fact the decendent had a daughter in the states and the
grandchildren, meaning the will should have been set aside since the decendants were petirited.
(thus obvious bayaran).
De Ramos v. CA (credibility)
Main issue is if the testimony of the 2 witnesses who opposes to what they have attested to, will
be good enough to deny probate of the will.
Decision of the SC; Since the attestation clause is placed there to ensure that all formalities be
complied with and beyond such the lawyer was involved in every stage before passing it to
another lawyer who notarized such, both lawyers gain nothing, nor is there any showing of
mischief on their part. – Relate to function of notary.
As per Atty. Sebastian, there was 2 problems:
(1st) is the credibility of the 2 witnesses; and
(2nd) Parole Evidence Rule – when the terms of an agreement (includes wills) have been
reduced to writing, it is considered as containing all terms agreed upon and there can
be, between the parties and their successor in interest, no evidence of such terms other
than the contents of a written agreement. (Rule 130 sec. 19 of the rules of court – there
are exemption also).
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Will and Succession; From the Lectures of Atty. Sebastian
This is to make sure the will is authentic but void for non-compliance.
Guerero v. Bihis (It is the responsibility of the testator to check the authority of the notary)
The will was notarized in QC but the notary was commissioned only for Caloocan City.
SC: the will is void despite the fact it could be authentic, for lack of authority of the notary to
notarize such, the testator should have checked the credentials.
Atty. Sebastian: Mga tanga what part of “before a notary” don’t people understand, wag
magtamadtamad at puntahan na lang yung notario sa office niya to notarize.
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Will and Succession; From the Lectures of Atty. Sebastian
Gil v. Murciano
Art. 809 enunciates the doctrine of liberal interpretation; Absence of bad faith, forgery, fraud or
undue influence or other defects, such will not render the attestation clause invalid and if the
will is in fact proven to be executed and attested, substantial compliance will do.
In the case at bar, it was not stated in the attestation clause if the testator signed in the
presence of the witness but was stated that such happened in the body of which, thus the SC
allowed such under substantial compliance.
Caneda v. CA
Affirmed the ruling in Gil v. Murciano but denied probate; the circumstances of the case play a
vital part.
The involves a reconstituted will that was obtained from the records of appeal (from the CA),
since the original was lost due to the war. SC did not allow such due to the lack of the original
copy of the will.
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Will and Succession; From the Lectures of Atty. Sebastian
3. Thus depending on the situation of the testator the year alone will do.
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Will and Succession; From the Lectures of Atty. Sebastian
Atty. Sebastian: The Rodelas decision is WRONG!!! They did not have to disturb the principle laid
down in Gan v. Yap; furthermore such was a special proceeding, they didn’t have to decide the
way they did to make a winner, mga bobo!
Azola v. Singson (contested Art. 811 of the 3 witness rule making such DIRECTORY only)
Art. 811 is clear, if the holographic will is contested 3 witnesses must be presented but if
uncontested only one is required. The issue in the case is whether the 3 witness rule directory or
mandatory in nature.
Atty. Sebastian: The great JBL Reyes took pains to properly explain why the rule is DIRECTORY,
pointing out that is not as to the quantity of witnesses but rather the quality of the witness that
is important. What makes or breaks such is the credibility of the witness. Thus if all but one of
the witnesses died, it would still be enough provided that the remaining witness is credible.
Codoy v. Calugay (contested Art. 811 of the 3 witness rule making such MANDATORY only)
In this case there 6 witnesses that were presented, all of which were not credible at all, thus the
SC correctly ruled that it should be denied.
Atty. Sebastian: The Justice who decided the case, Justice Pardo whose background in law
comes from the fact he served in COMMELEC (kaya mahina sa civil law), made an error in the
manner of how the case was decided. Pardo basically made the 3 witness rule mandatory based
on the word “shall”. His reasoning as compared to JBL Reyes in the Azola is out classed (mahina
talaga yan).
Further comment: The rule or doctrine of law on how the SC is to overturn a previous decision,
is that it must be En Banc, which in the case at bar did not happen, division lang siya, bobo
talaga ba!
Part 1 – Probate Proper (this and only this happens in a probate court proceeding)
Must satisfy the following
I. Capacity – which checks if the testator was 1st of proper Age and 2nd of sound mind.
II. Formalities As to Notarial Wills – Art 804-806
As to Holographic Wills Art. 810
III. Credibility – as to witnesses and documents
IV. Free Will
If all is satisfied, then the court shall issue a probate order which in turn conclusively
proves (items I-IV).
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Will and Succession; From the Lectures of Atty. Sebastian
Part 2 – Partition
Refers to the Substantive Portion of the will.
Ajero v. CA
Ajero upholds the proposition that article 813 & 814 do not form part of the requisites for
formal or extrinsic validity of the holographic will, thus failure on the part of the testator to
observe the requirements of Art. 813 & 814 will not justify the disallowance of the will, but
relevant provisions may be disallowed
Proof is not appropriate in Part 1 (Probate proper), where only the 4 are looked into.
Joint Will
A joint will is where 2 or more people make a will in a single instrument.
Such will is VOID, since the characteristic of the will being purely personal is violated.
Why? You run the risk where one spouse over powers the other spouse with undue
influence if allowed.
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Will and Succession; From the Lectures of Atty. Sebastian
Art. 819. Wills, prohibited by the proceeding article, executed by Filipinos in a foreign country shall
not be valid in the Philippines even though authorized by the laws of the country where they may
have been executed.
Art. 16 of the New Civil Code. … however, intestate and testamentary succession… and to the
amount of successional rights and to the intrinsic validity… shall be regulated by National law
Property – Lex Situs – law of the place where the thing is found.
Exception for testamentary and/or intestate succession
Order of succession
Amount of Successional Rights National laws of the decendent; in
Intrinsic Validity of testamentary provisions re to this lex celebrasionis shall yield.
Relate such to the 3 credible witness (Art. 805) and Competent Witness (Art. 820 and 821)
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Will and Succession; From the Lectures of Atty. Sebastian
SC ruled, credibility does not need to be proved by the witnesses; in fact that is the task of the
trial court to determine such, what may be proved is the competence (can be inferred also)
Sir: ang desperado naman yung atty. masaya siya! Another example of a case that should have
never gone all the way to the Supreme Court.
Article 823. What happens when the witness is a beneficiary in the will as well?
When the witness is also a beneficiary, he will remain a valid witness but the provision on the
beneficiary is void.
Void as to the witness himself, his spouse, ascendants and descendants, and anyone
claiming under such person and ss, asc &dsc.
Why? The law considers it as an attempt to bribe the witness, the witness may be tempted to do
whatever to get the will to pass probate.
Exception: when there are 3 other witnesses not including him in the 3. (4 or more duh!)
Article 824.
When the creditor is a beneficiary also, it is allowed for him to be a witness to the will
Atty. Sebastian: The reason for such is that the interest is not due, the fact the debt is secured
through the debtor’s estate, thus no interest. (He will get what is his no matter what, yun lang);
BUT it must be under a written stipulation, if it is not stipulated, tantamount to a donation.,
then it cannot proceed anymore
(Have no Idea what is being discussed here, sorry had too much to drink)
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Will and Succession; From the Lectures of Atty. Sebastian
4) Art 43 ¶5. Spouse who contracted a subsequent marriage in bad faith, cannot inherit
from the innocent spouse – relate to Art 42- reappearance of absent spouse.
5) Art 44. Where both spouse of subsequent marriages acted in bad faith – Marriage is
void, thus donations and testamentary dispositions made in favour of the other are
revoked by operation of law.
6) Art 50. (Must be connected with ¶ 2,3,4 & 5 of Article 43 and Article 44) Splitting of
properties, legitimes and alike.
7) Art 63 ¶ 4. Legal separation, offending spouse cannot inherit from the innocent spouse.
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Will and Succession; From the Lectures of Atty. Sebastian
o What are the overt acts mentioned by the codal? (only 4) 1) Burning, 2) tearing, 3)
cancelling, or 4) obliterating the will with the intention of revoking it.
o Atty. Sebastian: Is “scissoring” allowed? In a 1950’s case the tribunal supremo or the
Spanish supreme court said yes but no case yet in the RP
o Is “pouring acid” the same as burning, since the subjective phase is complied with? NO,
it should only be the four stated acts, but lucky for you there is no authority on it yet.
o Subjective phase – depends on the state of mind of the testator.
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Will and Succession; From the Lectures of Atty. Sebastian
Art 832.
2001 --- A is the universal heir
2011--- “I revoke will 1, all to B”
But B repudiates.
What Article 832 says, A cannot get such on the count of B’s repudiation or incapacity, will stays
in effect.
Exception: If A is also an intestate heir, get from there.
(4 Children) (2 Children)
Niece, Vicenta; claims 4/6 Claim that father willed them all
Since she bought out the other 3 heirs
Vicenta won; no probate of the will (since it was lacking formalities) plus she had a deed of
donation and 3 deeds of sale with her.
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Will and Succession; From the Lectures of Atty. Sebastian
Gallanosa v. Arcangel
In the case at bar there was a probate order which was final.
In a probate proceeding – probate is limited to testamentary capacity and due execution
of the will; thus final on 3 things 1. Testamentary capacity, 2. Formalities of the will; and
3. Identity; making these 3 now uncontestable.
Wanted to annul the will and reopen probate.
Law does not allow to reopen probate proceedings and there is no such thing as annulment of
the will.
Petrition – consists of the omission by the testator in the will of one of the forced heirs,
whose effect shall anull the institution of heirs in Toto with exception to devices and
legacies.
Disinheritance - is a testamentary disposition depriving a compulsory heir of his share,
the effect of such; In the case of INEFFECTIVE DISINHERITANCE shall anull the institution
of heirs but only as far as it prejudices the disinherited heir
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Will and Succession; From the Lectures of Atty. Sebastian
The importance of the case is the jurisdiction of a probate court to determine the issue of
ownership.
G.R.: The court should not rule on ownership but rather only extrinsic validity only of the
will itself.
Exception: For the purpose of determining whether a certain property should or should
not be included in the inventory of the estate properties, the probate court may pass
upon the title thereto, but such determination is provisional and not conclusive and is
subject to the final decision in a separate action to resolve title.
Quasha & Nolasco Law Office v. LCN Construction Corp. (Advance distribution and bond)
Sec. 2 of Rule 109 of the Rules of Court – Advance distribution of the property is allowed when
the court deems it proper and just, permit that such part of the estate as may not be affected by
the controversy or upon appeal be distributed among the heirs, upon compliance of Rule 90 of
the Rules of Court.
Section 1 of Rule 90 of the Rules of Court – Distribution is allowed, provided they give a bond to
be set by the court, conditioned for payment of said obligation when the court directs such.
Jimenez v. IAC
The probate court as a rule cannot pass with finality on issues affecting ownership of the
property; the case at bar provides though that the said limitation applies to proceedings in
intestacy also.
The intestate court can award such provisionally and the parties are not bound be res judicata
to institute a separate and subsequent independent action on the matter.
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Will and Succession; From the Lectures of Atty. Sebastian
Dorotheo v. CA
The case distinguishes between the extrinsic and intrinsic validity of the will. It holds that the
admission of a will to probate does not necessarily mean the provisions of the will can be given
effect. Even as the probate order is issued, it is not a guaranty that the testamentary
dispositions is valid. Extrinsic is one thing, intrinsic is another.
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Will and Succession; From the Lectures of Atty. Sebastian
Since the 50K each is what the testator wants, it should be first done,
since this is his wish and it should be respected. THEN we get a total of
25K from B & C equally to complete the legitime.
This applies only if it is not stated that the legitime is to be paid separately, thus if asked
in the bar it depends on the question.
If the testator institutes brothers and sisters where some are full and others are half-blood?
Article 848, they are inherently equal unless provided otherwise.
Article 1006 for intestacy, full blood gets double the share of the half-blood (2:1)
Article 849. (When the testator calls to the succession a person and his children, they are deemed
to have been instituted simultaneously)
Ex: “Toto and his children” and there are 6 children, they acquire it together.
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Will and Succession; From the Lectures of Atty. Sebastian
False Cause
GR: gratuitous transmission of property based on a false cause does not make such transmission
void, thus just simple ignore such.
Exception: if it shown that the testator would not have done such transmission if he had known
that such was false.
2 things to remember
a) The cause must be stated; and
b) You are limited to the parole evidence rule and the dead man statute rule.
Remedies
(1) Substitution - an act controlled by the testator – limitation: no legitime
(2) Repudiation – limitation: The heir of the heir who repudiates has no right of representation.
(3) Accreation – Inherent and taken from the free portion (only when these 3 cannot take place
do we go intestate.
Other Theories
Paras – ISRAI
I – Institution, S – Substitution (if not appropriate), R – Representation (if not appropriate), A –
Accreation, and still cannot be I – Intestate.
Puno – The theory of Paras is good but in complete since there are time you do not need to go
to SRA in ISRAI which is in cases of P – Peterition, and R – Reserva Troncal.
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Will and Succession; From the Lectures of Atty. Sebastian
Thus PRISRAI
Atty. Sebastian – it is still in complete. PRISRAIRA (not sure of my notes is r is for representation
again and A for accreation again, must research)
X - = 72.5
Z - = 29.02
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Will and Succession; From the Lectures of Atty. Sebastian
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Will and Succession; From the Lectures of Atty. Sebastian
Acain v IAC
Surviving spouse should not be peterited and adopted child also, as they were herein
Atty. Sebastian:
Intentionally omitted – the institution is void
Invalid disinheritance – institution is not void, it only affects the legitime
Peterition may also be accidental
Seatwork
Set of facts:
Net estate – 210
Heirs – A, B & C
who are legit kids
X – gets 80 by will
Y - gets 40 by will
Simple Substitution
I. Brief – only has 1 substitute
II. Compendious – There are at least 2 substitutes
III. Reciprocal – (69 hehehe)
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Will and Succession; From the Lectures of Atty. Sebastian
Implementation
Brief – is the usually case and it is one is to one, “property to A with B as a substitute” to cover
RIP (R – Repudiation, I – Incapacity, and P – Predecease) of A.
Compendious –
A B C
Or Note: A will only get B’s share in case of RIP
B C A
Reciprocal – Legacy or Devise
Note: RIP of B does not give the entire amount
to X and Y
75 = 37.5 each
Seatwork
The facts:
1) A is the sub for B & C and
B & C are the subs for A;
A repudiates;
A, B & C are voluntary heirs; and
Estate is 210.
Divide the estate.
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Will and Succession; From the Lectures of Atty. Sebastian
Article 869. A provision whereby the testator leaves to a person in whole or part of the inheritance,
and to another the usufruct, shall be valid. If he gives to various persons not simultaneously but
successively, the provisions of Article 863 shall apply.
As per Atty.: an example of which is where title is not given – usufruct.
Since the 1st heir does get ownership over the property, can he have it titled?
Yes he can, but he still has the obligation to preserve and transmit to the 2nd heir.
There is no decision issued by the Supreme Court yet, to clarify if the 1st heir is a trustee.
As per Atty. Sebastian: the 1st heir is not a trustee but rather an owner.
The institution is not a mere usufruct, it is rather an obligation subject to a resolutory
term (due to the certainty of death at the least).
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Will and Succession; From the Lectures of Atty. Sebastian
Succession is a mode of Acquisition, thus the attributes of ownership exists, but such is
limited by the testator in terms of “to preserve and transmit”.
Article 867 provides for what is void and prohibited. FCS is will not take effect if:
If the substitution is void but the institution is valid then the will is not affected but not vice-versa.
If the FCS is to be put in the title, it should read as “X (1st heir), subject to FCS, to Y (2nd heir)”.
If the 2nd heir predeceases the 1st heir
(DOUBLE CHECK REQUIRED) It shall go the heirs of the 2nd heir but not through right of
representation but inherit it in his own right, from the 2nd heir and not from the first heir.
What is a condition – a future and uncertain event (or unknown past event).
What is a term – a future but certain event.
Institution refers to an aliquot part not a legacy or devise.
Example of a term
Suspensive – 10 years after T’s death.
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Will and Succession; From the Lectures of Atty. Sebastian
Example of a condition
Suspensive – A passes 2106 Bar Exams.
Resolutory – While you remain single.
Impossible condition
4 impossible conditions
1. Physical impossibility
2. Legal impossibility
3. By public order, policy, good customs and morals
4. Contrary to the laws of nature
2 types of impossible conditions
Absolute – only the obligation becomes void, set aside only the impossible one.
- Shows the perversity of the Testators’ mind, never intended to give
- The law penalizes the testator for making a mockery of such.
Relative – it is allowable
Suspensive Condition
You inherit right away but your right to claim is inchoate (administrator while you wait).
If such condition can no longer be fulfilled – then substitution, accreation and the last option to
be applied intestacy.
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Will and Succession; From the Lectures of Atty. Sebastian
Disposcision Captatoria
They make a condition that each other will, will the other. Making the will contractual in
character, thus is void.
Alienatory Contract – fulfilment depends on chance.
Only the survivor gets, thus it becomes like gambling.
The important factor here is that – there is someone that is required to make a will.
It is only wrong if such agreement is stated in the will, in order to show each other that they did
put such provision.
Suspensive Term
The property will be under the care of the intestate heirs
The transfer contemplated in Art. 863 is in reference to the one degree apart rule thus only
2 transfers.
Resolutory Condition
Return everything including the fruits
Resolutory Term
Intestate heirs that must be alive at the time of death of
Testator.
Rabiddilla v. CA (Modal Institution – Lease, Sell and etc. but do what is obligated)
Rabidilla received a devise of a sugar land, with the obligation to give Coscoluela 75 export
grade and 25 local grade picols of sugar, totalling to 100 picols or 6,000 kilos.
Rabidilla died and his heir did not continue to give the picols.
SC said, the language of the will is one of a lifetime obligation, thus the obligation of Rabidilla is
now an obligation of the heir until Coscoluela dies. (PRO)
This is a Modal Institution, meaning the institution imposes an obligation upon the heir or
legatee/devisee but it does not affect the efficacy of his right of succession. As compared to a
Condition, which must take place or be fulfilled in order for the heir to be entitled to succeed.
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Will and Succession; From the Lectures of Atty. Sebastian
Condition suspends but does not obligate, mode obligates but does not suspend.
If there is a conflict the presumption is that it is a modal institution not a condition.
LEGITIMES
Francisco v. Francisco-Alfonso (legitime – it is not a product out of generosity but rather one
because of statutory law).
Simulated contracts of sale to the illegitimate children,
where no consideration was given based on the fact
they had no capacity to pay, in order to hide such property
from the legitimate daughter.
SC, Legitime is a portion of the estate reserved by law for
For the compulsory heirs; the attempt to deprive someone of their rightful legitime is not
tolerated by law.
Legitime – Go ahead and distribute for the legitime does not affect your right to give but ensures
that there is amount reserved to be claimed by the compulsory heir.
SEATWORK
A, B and C are heirs
C is a universal heir but not a Compulsory heir.
37
Will and Succession; From the Lectures of Atty. Sebastian
Illegitimate child in the Civil Code was changed by the Family Code, there were 3 classes then
Natural child by legal fiction - attempt to marry but void (1/2 of LC)
Acknowledged Natural Child – needs fathers recognition or judicial order (1/2 of LC)
Acknowledged Spurious Child – parents who have impediments to marry (2/5 of LC)
NOTE: NO LONGER EXISTS WITH THE FC
Liquidating – If on 8/31/88 and after Family Code, thus if no prenup ACP, BUT if before Family Code
it is CPG.
Compulsory Heirs: 1) Legitimate/Adopted & illegitimate child IF NONE 2) parents, if their dead other
ascendants IF NONE 3) Surviving Spouse.
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Will and Succession; From the Lectures of Atty. Sebastian
Legal Separation
The innocent spouse can inherit from the guilty spouse but the guilty spouse is incapacitated to
inherit from the innocent spouse.
How to Divide
Given: Estate is 120K; “A” is an illegitimate child; “B” and “C” are
Legitimate children with a “Surviving Spouse”.
The illegitimate by law should get ½ of the LC which in this case would
be 15; BUT 15 x 4 = 60 which is more than what the estate can provide
for in the said situation. – The legitime of the illegitimate children
cannot be met.
The legitime of the LC is protected, the legitime for the SS is protected
but the legitime for the ILC are not protected.
No such thing is legitimes since it is all part of the estate.
The Para Frag Test (copied the damn thing but I don’t understand it, so good luck)
If there are more LC, share of SS gets smaller and the share of the
Free Portion gets bigger.
39
Will and Succession; From the Lectures of Atty. Sebastian
Exclusionary Rule
When there are LC or ADC; parents and others are excluded.
Seatwork
Facts: estate is 360 SS, A, B, and C
A, B and C are LC
There is a SS D E F I J K
A, B and C have children G H
If one of the children dies (A,B & C) their heir will represent
Them and they divide the share among each other.
But if A, B and C disinherited their children inherit in their
Own right thus 180/8 is what happens
What about the share of the spouse? There is no law as to
Such but as to PARAS the SS still gets 60, it (disinheritance
Or repudiation should not affect 3rd party share.
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40
Will and Succession; From the Lectures of Atty. Sebastian
Legitime
Article 886, refers only to a minimum share for the Compulsory Heir.
Thus, even if you say in the will, “I will give you ½ of the estate” and that such is the same as
the legitime, the objective is met.
If the testator said give A, B, C, D, E, and F equally and only B and C are legitimate children,
this is the steps to be followed:
1. Do what the testator asks;
2. Check if the legitime of B and C are affected; and
3. If affected reduce others share to make room for the legitime, IF NOT AFFECTED
then apply what the testator had said in its entirety.
(DO THIS DISTRIBUTION SUBJECT TO ALTERATIONS)
Legitime is created as a general rule at the moment of death, thus if the legitime cannot be satisfied
because of other dispositions Apply Article 906 complete the legitime and reduce the rest.
41
Will and Succession; From the Lectures of Atty. Sebastian
Other examples:
Gambling debts paid by the father, no intention to get back
Son fought in school, killed someone, parent paid but has no intention to recover
ANYTHING OUTSIDE THE CONCEPT OF SUPPORT – Donation.
Accident of law
Thus, the father will now hold the properties for the 3rd degree relatives.
Question: is the whole property given to the father part of the Reserva?
No only ½:
1. 50% is the legitime, thus by operation of law;
2. 50% if free disposal, not by operation of law.
Note: Must find out in what capacity does the reservor gets it.
Reservist must be of the 3 degree, the following are the said degrees.
1° Parents only – no going down – no children.
2° Grandparents or Brothers and Sisters.
3° Great grandparents or Uncles and Aunts or Nephews and Nieces.
42
Will and Succession; From the Lectures of Atty. Sebastian
Another Example:
The 2 theories of division of the reserva, Reserva Minima and the Reserva Maxima
Given facts:
Land – 100k
Estate – 200k 150 – Legitime thus reservable (by operation/accident of law).
Total – 300k 150 – Free portion not reservable.
Reserva Maxima – Reserve as much as you can
Land (100K) + Estate (50k) = 150k legitime.
Reserva Minima – Reduce as much as you can but do not extinguish.
Compulsory Heir – Legitime - Land (50k) + Estate (100k) = 150k legitime
Voluntary Heir – Free Portion – Land (50k) + Estate (100k) = 150k Free Portion
Residue only, cannot make it 0
THERE IS NO DECIDED CASE AS TO WHICH TO USE, but as per Atty. Sebastian he believes it
should be Minima.
But if Testator gives the land as a devise than there can be no Reserva, since it will no longer be
an accident of law, which it must be (Legarda v. Gonzales).
There is no maxima if the only property is the land (the value of land is 100k).
CH (legitime) ½ of the land
Maxima VH (free portion) ½ of the land
Thus ½ right away in such a situation.
Another example of Maxima and Minima
Land worth 300K and Estate worth 100K for a total of 400K
CH (Legitime) 200 = 200 Land (2/3 Reserva of land) = 200
Maxima VH (Free Portion) 200 = 100 Land + 100 Estate = 200 ----- which would total to 400
Legitime 200 = 150 land + 50 estate = 200
Minima Free Portion 200 = 150 land + 50 estate = 200 ------ which would total to 400
43
Will and Succession; From the Lectures of Atty. Sebastian
One died thus only 7 8 Children 4 children Full blood relation with
Could inherit Half-blood relationship with regard to Fortunato regard to fortunate but 3 died
SC stated, everyone gets a share, brothers and sisters on Manuel’s side and brothers and sisters
on Candelaria’s side. Reserva Troncal merely determines the group of relatives to whom the
property should be returned to; but within the group, the individual right to the property should
be declared by applicable rules of intestate succession.
Article 1006 – shares of full blood is double that of a half blood.
7 Padura’s they get 1 share each
1 Baldovino gets 2 shares
Thus (estate ÷ 9) is how to compute for such, to give way to Baldovino’s full blood share.
Niece
The Uncles and Aunts (who are the brother and sisters of the father) are of the same degree as
the Niece, which is the 3rd degree.
Question here is how it should be divided among them.
Answer: It does not get divided among them, it goes all to the Niece, following the rules on
intestacy. (Nieces and Nephews exclude uncles and aunts).
44
Will and Succession; From the Lectures of Atty. Sebastian
Endroso v. Sablan
A reservor’s right to reservable property is not that of a usufruct nor one of a trust relationship.
Atty. Sebastian: Succession is a mode of acquisition, thus he acquires such as owner and can
have the property titled to him.
NOTE: The reservees, during the registration proceeding should intervene solely for the purpose
of ensuring that the reservable nature of the title is property inscribe on such. Otherwise, a
clean title issued pursuant to a decree of registration, may in a proper case extinguish the
reserva.
The 2nd sister hid the title from the mom thus even if the movement was to go up to the mom, it
went down. Sold to Sienes who took possession of the land.
45
Will and Succession; From the Lectures of Atty. Sebastian
The estate is equal to PRO, and such is used for its valuation.
P+R-O = estate; (P-property, R-rights, and 0-obligations)
Value of assets
1. As to land - BIR zonal value NOTE: if there is no CH, then
2. As to improvements - Tax declarations collation will no longer be
3. Shares Traded - closing price required, the purpose of
Listed - book value collation is for the computation
4. Others - market value of the legitime.
Equals - total assets
Subtracted by personal debts
Equals – the net estate the value of which is base
Subtracted by the 30% estate tax at the time it was given
Equals – the hereditary estate
Plus the value of the collationable donations
Equals to the Theoretical estate.
46
Will and Succession; From the Lectures of Atty. Sebastian
Bankrupt Estate
Ex: side note: how to screw creditors
Assets – 50 a - 50
Debts – 45 d - 55
5 -5 = screwed creditors out of this portion
Taxes - 10 t- 0
-5 – bankrupt thus 0 - bankrupt
Collationable - 50
Donation thus estate remains at 50
47
Will and Succession; From the Lectures of Atty. Sebastian
If there are compulsory heirs, then you must collate to determine the proper legitime.
In order to make the donation Rescissible, bad faith must be shown and must follow the rules on
contracts, Article 1380.
How do you treat the collation if the testator declared the donation was made NON-collationable?
Charge it towards the free portion half.
The Cagiua interpretation refers to the intent of the testator, while Tolentino’s refers to the
technicality of the law.
No ruling yet by the SC on which one to follow.
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Will and Succession; From the Lectures of Atty. Sebastian
1. When a child or descendant has been found guilty of an attempt against the life of the testator,
his or her spouse, descendants or ascendants.
Does not need to be a legitimate child not does it have to be his mother it can be the 2nd
wife of the father.
BUT it still requires final judgement of the court and that the attempt before the writing
of the will by the testator.
CRIMINAL LAW aspect – Principal, accomplice and accessory = (equally liable but
different penalties to be applied).
Must be an intentional act for our purposes
No justifying circumstances – since such would mean no crime
No exempting circumstances – since such would mean there is a crime present
but no criminal.
2. When a child or descendant has accused the testator of a crime for which the law prescribes
imprisonment for six years or more, if the accusation is groundless;
If in a civil case any of the following must be present:
Need to file a complaint OR
Take the stand as a witness against the testator OR
(where there is no decision yet ) Withhold evidence to prove innocence OR
(where there is an admission) the accused needs to be acquitted.
That’s right you need to know your criminal law well.
3. When a child or descendant has been convicted of adultery or concubinage with the spouse of
the testator;
Final conviction not necessary; such can follow.
4. When a child or descendant by fraud, violence, intimidation or undue influence causes the
testator to make a will or to change one already made;
Testator must have succumb to such actions in the 1st will, then disinherits the same
person in the 2nd will he makes.
5. A refusal without justifiable cause to support the parent or ascendant who disinherits such child
or descendant;
Needs of the supportee and the resources of the supporter must be taken in account.
6. Maltreatment of the testator by words or deed by the child or descendant;
As per Sengaio, the maltreatment spoken here must be hurtful, “feel na feel” the hurt.
No need for conviction by a court, mere proof of such will do
7. When a child or descendant leads a dishonourable or disgraceful life; and
Keyword “lead” thus cannot be based on a single act.
8. Conviction of a crime which carries with it the penalty of civil interdiction.
Crim again!
Civil interdiction is the accessory penalty attached to the penalty of reclusion temporal
or higher.
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Will and Succession; From the Lectures of Atty. Sebastian
Incapacity (Article 1032) – remedy is a written Condonation, thus the situation herein contemplates
one that you may not be disinherited but your nonetheless incapacitated to inherit since there is no
written Condonation.
52
Will and Succession; From the Lectures of Atty. Sebastian
Seatwork
Estate – 234 234/2 = 117(strict legitime)/3= 39 Legitime
Shares and Legacy for X Equivalent = 177(free portion) – 60 (legacy) = 57
A – 1/6 39
B – 1/3 78 1 Ratio step 1
C – 1/2 117 2 2:1 step 2
X – 60 -
Thus answer is:
A – 39 39
B – 78-20 78 step 3 60 60 1 x 20 = 20
C – 117-40 77 (ratio) 1+2 = 3 = 20 2 x 20 = 40
X 60
234
Article 931
The testator orders that a thing belonging to another is to be acquired in order to give to a
legatee or devisee - do as the will demands.
If it cannot be done - then you are obliged to give the just value of what was to be
acquired for the legatee.
Void – gave by mistake, since the testator did not know that it did not belong to him;
This is the general rule as to wrong belief of ownership
As per Paras - it is VALID since what Article 931 requires that you first acquire such;
As per JBL Reyes - NOT VALID, the law uses the word “order” – there must be an express
instruction or mandate. Furthermore the old code the said word “order” was not
present, thus showing a manifest intention to change the current law.
Article 932
No claim if the legatee/ devisee owns it already; cannot ask for the just value.
Article 934
Testator bequeath or devise something pledged or mortgaged to secure a recoverable debt
before the execution of the will.
The estate is obliged to pay for such unless the contrary intention is seen in the will.
Article 935
Legacy of credit not applicable to the debt; paying debts that is not his also void.
53
Will and Succession; From the Lectures of Atty. Sebastian
2. Does not institute an heir or does not dispose all of the property, thus as to the remaining
property of the testator intestacy is to apply.
3. Suspensive condition attached to the institution of the heir does not happen or is not fulfilled or
heir dies before the testator (predecease) or if he repudiates.
4. Incapacity – except in cases of substitution and representation.
NOTE: as per Atty. Sebastian you should not rely on Article 960 but rather understand the concept of
law in succession for jurisprudence shows Article 960 can tend to be malabo.
Madarcos v. De la Merced
The meaning of legal heirs
Restrictive – heirs called to inherit by intestacy
Liberal – anyone called upon to succeed either by virtue of a will or by intestacy;
Court in this case, sought to have a more liberal application rather than restrictive.
Rules of Intestacy.
GENERAL RULE: Ascendants
1. Proximity - the nearer exclude the further.
2. Equal division – the same degree, gets the same share. Descendants Collateral
EXCEPTIONS TO THE RULE: The Different Lines
1. A compulsory heir;
2. The state (can never be excluded and it is always the default); and
3. Exclusionary rule by a person not in the same degree (right of representation)
If all in the collateral line dies, the next collateral line in a lower degree inherits BUT
now in their own right instead of the right of representation.
54
Will and Succession; From the Lectures of Atty. Sebastian
A half-blood nephew is a collateral relative within the 3rd degree, he excludes the children of
the first cousin, even if the relationship of the decedent to the children of the first cousin is of
the full blood relationship.
The relative nearer in degree excludes those who are more remote, regardless of the full or
half-blood relationship.
3. Right of representation.
Ex:
Estate = 90 *What if “C” disinherited “F” can F still
D Incapacitated represent C?
30 1st step: ask what is the ground for such
A B C 2nd step: if not a valid ground; he can
3rd step: if it is ARTICLE 1032, cannot.
D E F G
30 15 15
Relationships
Consanguinity and affinity
Affinity is not included in intestacy. You’re not really part of the family, “saling kat ka lang”.
Remember the case of Rosales v. Rosales.
55
Will and Succession; From the Lectures of Atty. Sebastian
The fictional tie that binds the adopter and the adopted does not extend to the relatives of the
adopter.
Right of Representation A
It is a statutory right in the nature of the “right of subrogation”.
You inherit from the decedent and not from the generation above you. B
Article 992 (relate such).
The illegitimate child cannot inherit from the legitimate family. C
B Adopted B B Adopted
C C Adopted C Adopted
NOTE: it is still required, that the representative was alive or conceived at the time of the death of the
decedent for the right of representation to be given effect.
56
Will and Succession; From the Lectures of Atty. Sebastian
Seatwork
Given facts: D
Estate = 96
All are universal heirs, but institutes A B C
A–½
B–¼ E D F G H I
C–¼
All children are legitimate Heirs and their shares Equivalent Legitime Free Portion
B predecease and leaves E,D,F & G A–½ 48 16 32
C incapacitated, leaves H and I B–¼ 24 16 8
C- ¼ 24 16 8
What if the attestation clause
is defective? E, D, F & G (4 each)
Answer: H and I (8 each)
A = 32
B = 32/4 = 8
C = 32/2 = 16
57
Will and Succession; From the Lectures of Atty. Sebastian
Atty. Sebastian: Kalokohan ng FC Commission, it gave the adopter the free portion.
No order of succession in an adopted child.
Order of Succession
Legitimate Line Illegitimate Line
1. Legitimate Children and Legitimate 1. Legitimate Children and Legitimate Descendants
Descendants
2. Legitimate Parents and Legitimate Ascendants 2. Illegitimate Children and Illegitimate
Descendants
3. Illegitimate Child and Illegitimate Descendants 3. Illegitimate Parent (old school thinking; blemish
on the name, thus penalized)
4. Surviving Spouse 4. Surviving Spouse
5.Brothers and Sisters/Nephews and Nieces 5. Brothers and Sisters/Nephews and Nieces
6. Collateral Relatives of the 5th Degree 6. State
7. State
Pablo Santero
Felisa Pamuti (niece)
58
Will and Succession; From the Lectures of Atty. Sebastian
Suntay III v. Cojuangco –Suntay (Atty. Sebastian: agree with the result but not the decision)
Federico adopted
Mistress----------------- Emilio Isabel (youngest sister of Danding Cojuangco)
The marriage of Emilio and Isabell failed, presumably because of certain extramarital affairs as
evidenced by the 2 illegitimate children; the legitimate children cut off ties with the fathers side
of the family and did not want to even see them. The said children were ungrateful and
shunning the grandparents.
When the grandmother died the legitimate children claimed her estate to the exclusion of the 2
illegitimate children.
Federico did not want the ungrateful legitimate children to get to the detriment of the 2
illegitimate children who had been loving and caring towards the grandparents. Thus he
adopted the 2 children and slowly sold every property he had.
J. NATCHURA: based on the facts of the case, the presumption of animosity has been
overthrown and cannot be relied on further.
Atty. Sebastian: Article 992 no matter how you read it, is a conclusive presumption! Thus unless
you right a will and institute the same, the presumption survives.
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Will and Succession; From the Lectures of Atty. Sebastian
Seatwork #1
Given facts:
Estate – 210 HEIR INSTITUTION EQUIVALENT RATIO ACCREATION TOTAL
A, B, C and D heirs A 1/2 105 4 15,000 120
Repudiate – D B 1/4 52.5 2 7,500 60
All are universal heir C 1/8 26.25 1 3,500 30
All are voluntary heir D 1/8 26.25 _____ _________ ____
26,250 7 210
4:2:1= 7 = 3,750
Repudiation
Seatwork #2
Same facts but now all heirs are legitimate children.
Capacity to succeed
Fitness to receive the inheritance.
Such fitness is determined in accordance to the law applicable at the time of death of the
decedent, not before or after death.
What is used as a basis for fitness – Article 16 of the NCC (law where you come from);
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Will and Succession; From the Lectures of Atty. Sebastian
Types of incapacity
2. Relative Incapacity.
Article 1027, refers to several types of dispositions that have some form of incapacity as to the
recipient which can be or cannot be rectified.
A. The priest who heard the confession of the testator during his last illness or the minister of
gospel who extended spiritual aid to him during the same period. (Atty. Sebastian – the
reason of this is the influence one can bring down on the testator, ex: Friar lands);
B. The relatives of said priest or minister of the gospel within the 4th degree, the church order,
chapter, community, organization or institution to which the said priest or minister may
belong to;
C. A guardian with respect to testamentary dispositions given by a ward in his favour before
the final accounts of the guardianship have been approved, even if the testator should die
after the approval thereof; nevertheless, any provision made by a ward in favour of a
guardian when the latter is his/hers ascendant, descendant, brother , sister or spouse shall
be valid;
D. Any attesting witness to the execution of a will, the spouse, parent or children or anyone
claiming under such witness, spouse, parent or children – Article 823, the 3 other no
sufficient);
E. Any physician, surgeon, nurse, health officer or druggist who took care of the testator
during his last illness; and
F. Individuals, associations or corporations not permitted by law to inherit.
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Will and Succession; From the Lectures of Atty. Sebastian
Article 1028
Refers to rules on donations in Article 739 that shall apply to testamentary provisions;
Article 739 the following donations are void.
a. Those made between persons who are guilty of adultery or concubinage at the time
of the donation;
b. The same but found criminally liable for such;
c. Those made to a public officer or his wife, descendants and ascendants by reason of
his office.
Article 1029
(In general terms without specifying its application) Testator disposes in whole or part of his
property for prayer and pious works for the benefit of his soul.
The executor shall with the approval of the court shall deliver 1/2 of the proceeds to the church
or denomination he belongs to, to be used for prayer and pious works and the other half will go
to the state.
The tripartite of corruption shall decide.
Purpose of Collation.
The 1st priority is to protect the legitime of the compulsory heirs;
To make sure that everybody gets more or less equal share unless otherwise stipulated in a
will.
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Will and Succession; From the Lectures of Atty. Sebastian
NOTE: As stated if the donation impairs the legitime, must return the value of the property, BUT if the
donation revoked by law, return the property itself and not the value of such.
Basic of collation
1. Estate (E) = Property (P) – Debts (D) + Collationable Donation (CD)
2. CD (CH) Compulsory Heir Advance to the Legitime where to impute
(VH) Voluntary Heir Advance against the Free Portion
3. Determine if the legitime is affected by what was given from the Free Portion.
EX#1
Given Facts: T 190 +50 =240 (theoretical estate)
Estate = 190 equally = 240/3 =80 each
Kids = A, B & C who are legit A B C (50)
C = 50 donation 40 40
Will = to receive equally 80 80 30 from legitime from (FP)
40 – Legitime – 50 CD = 10 donation
As a General Rule all donations are collationable 40 FP – 10 donation = 30
Article 1062 – creates an exemption.
But in order to apply, must first see what is the intention
Is the intention an advance or
Is the intention a preference (para lamang yung isang heir)
The stipulation in a deed of sale makes it an advance towards the free disposal.
63
Will and Succession; From the Lectures of Atty. Sebastian
EX#2
Same facts but the donation T
Is now not a collationable donation.
A B C50 (non CD)
1. Honor the donation
- In order to do such check if such inofficious. 63,333.33 Each
190 + 50 =240/2 = 120 50 can fit
50 thus not inofficious
2. 190/3 = 63,333.33
Seatwork #1
E = 210 1. 210 + 30 = 240/ 2 = 120 FITS! Thus step 2
A, B & C are legit kids 30 T
Donation to C = 30 is non CD 2. 210/3 =70 each
A B C
Seatwork #2
Same facts but now 1. 210 + 100 = 310/2 = 155 Fits! 70 70 70
Non CD is 100 100
2. 210/3 = 70 each still!
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Seatwork #3
E = 20 1. 20 + 100 = 120/2 = 60 DOES NOT FIT!
Non CD to C = 100 100
Since it cannot fit additional step implemented
1. b. 60/3 = 20, is what A, B and C should get as legitime.
2. T (E= 20)
A B C (non CD 100)
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Seatwork #4
E = 120 1. 120 + 240 = 360/2 = 180 Cannot fit!
Donation to C = 240 240
Thus 1.b. 180/3 = 60 each as legitime
Amount fits in the estate thus, C still gets 240
2. T (E=120)
A B C
60 60 240
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Will and Succession; From the Lectures of Atty. Sebastian
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Seatwork #5
Same facts but this time 1. 120 + 240 = 360/2 = 180 Cannot fit!
C repudiated thinking it was not fair 240
He got more. 1.b. But C repudiated THUS
180/2 = 90 for A and B as legitime.
2. T (E=120)
C thought he was doing the right thing by his siblings and ended up losing out, thus the lesson is
to calculate first.
------------------------------------------------------------------------------------------------------------------------------------------
A B
(95+10 =105)
95 105
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Seatwork #6
Given facts: 1. Check legacy: 135 + 15 = 150/2 = 75 Legacy can fit
E = 135 15
2 legit kids A & B thus pay the legacy 135-15=120
Donation 15 to A 2. 120 (current E) – 15 (donation to A) = 135/2= 67.5
Legacy 15 to B (donation)15 can fit!
A = 67.5 – 15 (donation) = 52,500
B = 67.5 = 67,500
120,000 (current estate)
Legacy to B + 15,000
135,000 (actual estate)
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Donations do not create preferences BUT legacies do!
65
Will and Succession; From the Lectures of Atty. Sebastian
T
Collationable
A (DIP) B C
D E Right of representation
Donor
8M F M 1/2
4M
H W Donor donated to 8M F & M donated to
the ACP Son Wife Son and Wife ACP
4M 1/4 1/4
Son Advance Towards the
on legitime Free Portion
66
Will and Succession; From the Lectures of Atty. Sebastian
More Examples
Given facts: Value of assets 100
2 legitimate Kids (A & B) Debts/Taxes - 10
A received a donation of 50 Net Estate 90
Estate = 100 Collationable Donation +50
Debts and taxes = 10 Theoretical Estate 140
If collationable
2 legitimate children
BUT SINCE COLLATIONABLE
A B A B
70 + 70 = 140 20 + 70 = 90
If NOT collationable
Net Estate 90/2 = 45 each
A B
45 45 Thus legitime is not impaired
90
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Will and Succession; From the Lectures of Atty. Sebastian
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68
Will and Succession; From the Lectures of Atty. Sebastian
EX#3:
(E = 750,000) STEP 1. Compute for the legitime
D SS Part 1.
Estate 750,000
A B C predecease Total WG +160,000
x Total OD +200,000
1,110,000
10 50 100 (WG) 1,110,000/2 = 555,000
70 80 50 (OD) = 555,000/2 = 277,500 SS
60 100 100 (Legacy) = 277,500/2 = 138,750
STEP 4. Return all and Redo the Legitime STEP 3. Subtract from gifts (WG)
Part 1.
Estate 750,000 A B C
Collationable (WG) 122,250 Wedding gift received 10,000 50,000 100,000
Ordinary Donation 200,000 Subtract (NCWG) 0 -13,875 -13,875
1,072,250 36,125 + 86,125
= 122,250
STEP 4. Continued
Part 2.
1,072,250/2 = 536,125 (New Total Estate) - (New Total Legitime)
536,125/2 = 268,062.50 SS
268,062.50/2 = 134,031.25 1,072,250 – 938,218.75
938,218.75 New Total Legitime = 134,031.25 (new Free Disposal)
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Will and Succession; From the Lectures of Atty. Sebastian
A = 60,000
B = 100,000
160,000 Total Legacy to be given
134,031.25 Remaining amount in the Free Disposal
Thus, cannot fit!
Heirs A B C SS
Legitime with WG and OD 64,031.25 151,937.50 131,937.50 268,062.50
Legacy 50,261.72 83,769.53 0 0
Total 114,392.96 +235,707.03 +131,937.50 +268,062.50
= 749,999.99
Practically the value of the Estate
Atty. Sebastian: always do what the testator wants, just make sure the legitime is not affected.
Ex#4:
Given facts: T (E=300) 1. Check the legitime
- A, B and F as per will shall 300/2=150/2=75 each for A&B
inherit in equal shares A B F not affected, thus continue
- A & B are CH and F is a VH
- Estate = 300 X Y 100 legitime = 75
- B = DIP, with 2 children Free Portion = 25
who are X & Y
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Will and Succession; From the Lectures of Atty. Sebastian
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