Succession Codal
Succession Codal
Testamentary Capacity
Testamentary Succession taken in their ordinary and grammatical and Intent
CHAPTER 1 sense, unless a clear intention to use them Article 796. All persons who are not
General Provisions SECTION 1 - Wills in another sense can be gathered, and that expressly prohibited by law may make a
SUBSECTION 1. Wills in General other can be ascertained. will. (662)
Article 774. Succession is a mode of Article 783. A will is an act whereby a
acquisition by virtue of which the property, person is permitted, with the formalities Technical words in a will are to be taken in Article 797. Persons of either sex under
rights and obligations to the extent of the prescribed by law, to control to a certain their technical sense, unless the context eighteen years of age cannot make a will.
value of the inheritance, of a person are degree the disposition of this estate, to clearly indicates a contrary intention, or
transmitted through his death to another or take effect after his death. (667a) unless it satisfactorily appears that the will Article 798. In order to make a will it is
others either by his will or by operation of was drawn solely by the testator, and that essential that the testator be of sound mind
law. (n) Article 784. The making of a will is a he was unacquainted with such technical at the time of its execution. (n)
strictly personal act; it cannot be left in sense. (675a)
Article 775. In this Title, "decedent" is the whole or in part to the discretion of a third Article 799. To be of sound mind, it is not
general term applied to the person whose person, or accomplished through the Article 791. The words of a will are to necessary that the testator be in full
property is transmitted through succession, instrumentality of an agent or attorney. receive an interpretation which will give to possession of all his reasoning faculties, or
whether or not he left a will. If he left a will, (670a) every expression some effect, rather than that his mind be wholly unbroken,
he is also called the testator. (n) one which will render any of the unimpaired, or unshattered by disease,
Article 785. The duration or efficacy of the expressions inoperative; and of two modes injury or other cause.
Article 776. The inheritance includes all designation of heirs, devisees or legatees, of interpreting a will, that is to be preferred It shall be sufficient if the testator was able
the property, rights and obligations of a or the determination of the portions which which will prevent intestacy. (n) at the time of making the will to know the
person which are not extinguished by his they are to take, when referred to by name, nature of the estate to be disposed of, the
death. (659) cannot be left to the discretion of a third Article 792. The invalidity of one of several proper objects of his bounty, and the
person. (670a) dispositions contained in a will does not character of the testamentary act. (n)
Article 777. The rights to the succession result in the invalidity of the other
are transmitted from the moment of the Article 786. The testator may entrust to a dispositions, unless it is to be presumed Article 800. The law presumes that every
death of the decedent. (657a) third person the distribution of specific that the testator would not have made such person is of sound mind, in the absence of
property or sums of money that he may other dispositions if the first invalid proof to the contrary.
Article 778. Succession may be: leave in general to specified classes or disposition had not been made. (n) The burden of proof that the testator was
(1) Testamentary; causes, and also the designation of the not of sound mind at the time of making his
(2) Legal or intestate; or persons, institutions or establishments to Article 793. Property acquired after the dispositions is on the person who opposes
(3) Mixed. (n) which such property or sums are to be making of a will shall only pass thereby, as the probate of the will; but if the testator,
given or applied. (671a) if the testator had possessed it at the time one month, or less, before making his will
Article 779. Testamentary succession is of making the will, should it expressly was publicly known to be insane, the
that which results from the designation of Article 787. The testator may not make a appear by the will that such was his person who maintains the validity of the
an heir, made in a will executed in the form testamentary disposition in such manner intention. (n) will must prove that the testator made it
prescribed by law. (n) that another person has to determine during a lucid interval. (n)
whether or not it is to be operative. (n) Article 794. Every devise or legacy shall
Article 780. Mixed succession is that cover all the interest which the testator Article 801. Supervening incapacity does
effected partly by will and partly by Article 788. If a testamentary disposition could device or bequeath in the property not invalidate an effective will, nor is the
operation of law. (n) admits of different interpretations, in case disposed of, unless it clearly appears from will of an incapable validated by the
of doubt, that interpretation by which the the will that he intended to convey a less supervening of capacity. (n)
Article 781. The inheritance of a person disposition is to be operative shall be interest. (n)
includes not only the property and the preferred. (n) Article 802. A married woman may make a
transmissible rights and obligations Article 795. The validity of a will as to its will without the consent of her husband,
existing at the time of his death, but also Article 789. When there is an imperfect form depends upon the observance of the and without the authority of the court. (n)
those which have accrued thereto since description, or when no person or property law in force at the time it is made. (n)
the opening of the succession. (n) exactly answers the description, mistakes Article 803. A married woman may
and omissions must be corrected, if the dispose by will of all her separate property
Article 782. An heir is a person called to error appears from the context of the will or as well as her share of the conjugal
the succession either by the provision of a from extrinsic evidence, excluding the oral partnership or absolute community
will or by operation of law. declarations of the testator as to his property. (n)
Devisees and legatees are persons to intention; and when an uncertainty arises
whom gifts of real and personal property upon the face of the will, as to the
are respectively given by virtue of a will. (n) application of any of its provisions, the
testator's intention is to be ascertained
from the words of the will, taking into
consideration the circumstances under
which it was made, excluding such oral
declarations. (n)
SUBSECTION 3. Forms of Wills Article 809. In the absence of bad faith, Article 816. The will of an alien who is SUBSECTION 4. Witnesses to Wills
Article 804. Every will must be in writing forgery, or fraud, or undue and improper abroad produces effect in the Philippines if Article 820. Any person of sound mind and
and executed in a language or dialect pressure and influence, defects and made with the formalities prescribed by the of the age of eighteen years or more, and
known to the testator. (n) imperfections in the form of attestation or law of the place in which he resides, or not blind, deaf or dumb, and able to read
in the language used therein shall not according to the formalities observed in his and write, may be a witness to the
Article 805. Every will, other than a render the will invalid if it is proved that the country, or in conformity with those which execution of a will mentioned in article 805
holographic will, must be subscribed at the will was in fact executed and attested in this Code prescribes. (n) of this Code. (n)
end thereof by the testator himself or by substantial compliance with all the
the testator's name written by some other requirements of article 805. (n) Article 817. A will made in the Philippines Article 821. The following are disqualified
person in his presence, and by his express by a citizen or subject of another country, from being witnesses to a will:
direction, and attested and subscribed by Article 810. A person may execute a which is executed in accordance with the (1) Any person not domiciled in the
three or more credible witnesses in the holographic will which must be entirely law of the country of which he is a citizen Philippines;
presence of the testator and of one written, dated, and signed by the hand of or subject, and which might be proved and (2) Those who have been convicted of
another. the testator himself. It is subject to no other allowed by the law of his own country, shall falsification of a document, perjury or false
The testator or the person requested by form, and may be made in or out of the have the same effect as if executed testimony. (n)
him to write his name and the instrumental Philippines, and need not be witnessed. according to the laws of the Philippines. (n)
witnesses of the will, shall also sign, as Article 822. If the witnesses attesting the
aforesaid, each and every page thereof, Article 811. In the probate of a holographic Article 818. Two or more persons cannot execution of a will are competent at the
except the last, on the left margin, and all will, it shall be necessary that at least one make a will jointly, or in the same time of attesting, their becoming
the pages shall be numbered correlatively witness who knows the handwriting and instrument, either for their reciprocal subsequently incompetent shall not
in letters placed on the upper part of each signature of the testator explicitly declare benefit or for the benefit of a third person. prevent the allowance of the will. (n)
page. that the will and the signature are in the
The attestation shall state the number of handwriting of the testator. If the will is Article 819. Wills, prohibited by the Article 823. If a person attests the
pages used upon which the will is written, contested, at least three of such witnesses preceding article, executed by Filipinos in a execution of a will, to whom or to whose
and the fact that the testator signed the will shall be required. foreign country shall not be valid in the spouse, or parent, or child, a devise or
and every page thereof, or caused some In the absence of any competent witness Philippines, even though authorized by the legacy is given by such will, such devise or
other person to write his name, under his referred to in the preceding paragraph, and laws of the country where they may have legacy shall, so far only as concerns such
express direction, in the presence of the if the court deem it necessary, expert been executed. (733a) person, or spouse, or parent, or child of
instrumental witnesses, and that the latter testimony may be resorted to. (619a) such person, or any one claiming under
witnessed and signed the will and all the such person or spouse, or parent, or child,
pages thereof in the presence of the Article 812. In holographic wills, the be void, unless there are three other
testator and of one another. dispositions of the testator written below competent witnesses to such will.
If the attestation clause is in a language his signature must be dated and signed by However, such person so attesting shall be
not known to the witnesses, it shall be him in order to make them valid as admitted as a witness as if such devise or
interpreted to them. (n) testamentary dispositions. (n) legacy had not been made or given. (n)
Article 806. Every will must be Article 813. When a number of Article 824. A mere charge on the estate
acknowledged before a notary public by dispositions appearing in a holographic will of the testator for the payment of debts due
the testator and the witnesses. The notary are signed without being dated, and the at the time of the testator's death does not
public shall not be required to retain a copy last disposition has a signature and a date, prevent his creditors from being competent
of the will, or file another with the office of such date validates the dispositions witnesses to his will. (n)
the Clerk of Court.(n) preceding it, whatever be the time of prior
dispositions. (n)
Article 807. If the testator be deaf, or a
deaf-mute, he must personally read the Article 814. In case of any insertion,
will, if able to do so; otherwise, he shall cancellation, erasure or alteration in a
designate two persons to read it and holographic will, the testator must
communicate to him, in some practicable authenticate the same by his full signature.
manner, the contents thereof. (n)
Article 815. When a Filipino is in a foreign
Article 808. If the testator is blind, the will country, he is authorized to make a will in
shall be read to him twice; once, by one of any of the forms established by the law of
the subscribing witnesses, and again, by the country in which he may be. Such will
the notary public before whom the will is may be probated in the Philippines. (n)
acknowledged. (n)
SUBSECTION 5. Codicils and SUBSECTION 6. Revocation of Wills SUBSECTION 7. Republication and SUBSECTION 8. Allowance and
Incorporation by Reference and Testamentary Dispositions Revival of Wills Disallowance of Wills
Article 825. A codicil is supplement or Article 828. A will may be revoked by the Article 835. The testator cannot republish, Article 838. No will shall pass either real
addition to a will, made after the execution testator at any time before his death. Any without reproducing in a subsequent will, or personal property unless it is proved
of a will and annexed to be taken as a part waiver or restriction of this right is void. the dispositions contained in a previous and allowed in accordance with the Rules
thereof, by which disposition made in the one which is void as to its form. (n) of Court.
original will is explained, added to, or Article 829. A revocation done outside the The testator himself may, during his
altered. (n) Philippines, by a person who does not Article 836. The execution of a codicil lifetime, petition the court having
have his domicile in this country, is valid referring to a previous will has the effect of jurisdiction for the allowance of his will. In
Article 826. In order that a codicil may be when it is done according to the law of the republishing the will as modified by the such case, the pertinent provisions of the
effective, it shall be executed as in the place where the will was made, or codicil. (n) Rules of Court for the allowance of wills
case of a will. (n) according to the law of the place in which after the testator's a death shall govern.
the testator had his domicile at the time; Article 837. If after making a will, the The Supreme Court shall formulate such
Article 827. If a will, executed as required and if the revocation takes place in this testator makes a second will expressly additional Rules of Court as may be
by this Code, incorporates into itself by country, when it is in accordance with the revoking the first, the revocation of the necessary for the allowance of wills on
reference any document or paper, such provisions of this Code. (n) second will does not revive the first will, petition of the testator.
document or paper shall not be considered which can be revived only by another will Subject to the right of appeal, the
a part of the will unless the following Article 830. No will shall be revoked or codicil. (739a) allowance of the will, either during the
requisites are present: except in the following cases: lifetime of the testator or after his death,
(1) The document or paper referred to in (1) By implication of law; or shall be conclusive as to its due execution.
the will must be in existence at the time of (2) By some will, codicil, or other writing
the execution of the will; executed as provided in case of wills; or Article 839. The will shall be disallowed in
(2) The will must clearly describe and (3) By burning, tearing, cancelling, or any of the following cases:
identify the same, stating among other obliterating the will with the intention of (1) If the formalities required by law have
things the number of pages thereof; revoking it, by the testator himself, or by not been complied with;
(3) It must be identified by clear and some other person in his presence, and by (2) If the testator was insane, or otherwise
satisfactory proof as the document or his express direction. If burned, torn, mentally incapable of making a will, at the
paper referred to therein; and cancelled, or obliterated by some other time of its execution;
(4) It must be signed by the testator and person, without the express direction of the (3) If it was executed through force or
the witnesses on each and every page, testator, the will may still be established, under duress, or the influence of fear, or
except in case of voluminous books of and the estate distributed in accordance threats;
account or inventories. (n) therewith, if its contents, and due (4) If it was procured by undue and
execution, and the fact of its unauthorized improper pressure and influence, on the
destruction, cancellation, or obliteration are part of the beneficiary or of some other
established according to the Rules of person;
Court. (n) (5) If the signature of the testator was
procured by fraud;
Article 831. Subsequent wills which do not (6) If the testator acted by mistake or did
revoke the previous ones in an express not intend that the instrument he signed
manner, annul only such dispositions in the should be his will at the time of affixing his
prior wills as are inconsistent with or signature thereto. (n)
contrary to those contained in the later
wills. (n)
Article 859. The testator may designate Article 866. The second heir shall acquire
one or more persons to substitute the heir a right to the succession from the time of
or heirs instituted in case such heir or heirs the testator's death, even though he
should die before him, or should not wish, should die before the fiduciary. The right of
or should be incapacitated to accept the the second heir shall pass to his heirs.
inheritance.
A simple substitution, without a statement Article 867. The following shall not take
of the cases to which it refers, shall effect:
comprise the three mentioned in the (1) Fideicommissary substitutions which
preceding paragraph, unless the testator are not made in an express manner, either
has otherwise provided. (774) by giving them this name, or imposing
upon the fiduciary the absolute obligation
Article 860. Two or more persons may be to deliver the property to a second heir;
substituted for one; and one person for two (2) Provisions which contain a perpetual
or more heirs. (778) prohibition to alienate, and even a
temporary one, beyond the limit fixed in
Article 861. If heirs instituted in unequal article 863;
shares should be reciprocally substituted, (3) Those which impose upon the heir the
the substitute shall acquire the share of the charge of paying to various persons
heir who dies, renounces, or is successively, beyond the limit prescribed in
incapacitated, unless it clearly appears that article 863, a certain income or pension;
the intention of the testator was otherwise. (4) Those which leave to a person the
If there are more than one substitute, they whole or part of the hereditary property in
shall have the same share in the order that he may apply or invest the same
substitution as in the institution. (779a) according to secret instructions
communicated to him by the testator.
Article 862. The substitute shall be subject
to the same charges and conditions Article 868. The nullity of the
imposed upon the instituted heir, unless fideicommissary substitution does not
and testator has expressly provided the prejudice the validity of the institution of the
contrary, or the charges or conditions are heirs first designated; the fideicommissary
personally applicable only to the heir clause shall simply be considered as not
instituted. (780) written. (786)