UNIVERSITY OF THE PHILIPPINES

COLLEGE OF LAIVV

PROF. D. L. CONCEPCION
q
first Semester Y 2007-2008

SUCCESSION

I. CONCEPT OF SUCCESSION

1. Definition and Concept. Arts. 77A, 712

Basis of Succession, 3 Tolentino
underlying
Principles )nderlying Philippine Law of Succession
Report of Code Commission P 109-1 10

2
Arts. 775, 782, 1026, 1029 Subjects of Succession.
Ar

'T Reyes, Observations on the New C iv il Code, XV,

IBL Reye,
Lai. en's Journal_ No. 11, Nov. 30, 1950
Neri V. Akutin, 74 Phil 185
Object of Succession. Arts. 7-6, 791, 131 i, 1429

transmissible rights and ol-li(~at'

zn ~' Ions
Alvarez v. IAC, 185 SCRA 8

b. rights and obligations

I extinguished by ~death
G I

b. Restriction. Sec. 5, Rule Rule-, of Court

L -1

:. RA 1056, R-,k 7170

/I Ape M 'nc , of Succession. Arts. 777.

1347, 1 46 1 , 13
0, 132,390, 391;
Articles 50 and 51 Family Code

Kinds of Succession

a. Testarnentarv. Art. 779

b. Legal or Art. 960
, L -6or

c. Mixed. Art. 780

1
d. Contractual. Arts. 130, 1347, 7522, 1080 Articles 84, 86 Family Code
 c. solemn or formal. Art. 783

d. disposition of property. Art. 783

e. essentially revocable. Art. 828

test tom. has testamentary capacity. Arts. 7c,',,4,-

c. unilateral

h. mortis cause. Arr. 777

Vitug v. CA, 'I 83 SCRA 755

i. testator Must have animus testandi

Montinola v. Herbosa, 3 CARep 2°d 377

j. individual. Art. 818

k. purely personal act. Arts. 784-787

3. Interpretation of wills

a. Interpretation should favor validity. Art. 788

b. In case of ambiguities. Art. 769
c. Interpretation of words. Art. 90
d. Interpretation as a whole. Art. 791
e. Severability of invalid provisions. Art. 792
f. After-a."quired property. Arts. 793, 930 a
Extent of interest covered. Art. 794

4. Law governing form

a. As to time of execution. Art. 795

Enriquez v. Abadia, 95 Phil 927 in

R.- Will of Riosa, 39 Phil 23

b. As to place of execution. Arts. 17, 815, 816, 817, 810, SIS, 819

Law governing content

a. As to time. Art. 2263

b. As to successional rights, etc. Art. 16

Jimenez v. Fernandez, 184 SCRA 190

Miciano v. Brimo, 50 Phil 867
Cayetano v. Leonides, 129 SCRA 524
 INTENT

1, Who may make a will

a. Age. Art. 797

b. Not di squa l i fi e d by lax, 796

c. Of sound mind. Arts. 798, 799, 800

d. Case of married women. Arts. 802, 803

Supervening incapacity" Art. 801

iL

IV. SOLEMNITIES OF WILLS

1. Kinds of wills
a . notarial. Art. 804
b . holographic. Art. 810

2. Notarial wills
-a. General requirements. Art. 804
Abangan v. Abangan, 40 Phil -476
Suroza v. Honrado, 110 SCRA 388

b. Specific requirements. Arts. 805, 806

M (ias v. Salud, 104 Phil 1046, GR No. L-10751, 23 June
1958 G a r c i a v . L a C U - , S t a , 9 0 P hi l 4 89 Balonan v.
Abellana, 109 Ph i l 358 Nera v. Rimando, 18 Phil 450
Taboada v. Rosal, 118 SCRA 195
Icasiano v. Icasiano, 11 SCRA 4222
C agro v. C ai ro, 92 P hil 1032
Cruz v. Villasor, 54 SCRA 31
Gabucan v. Manta, 95 SC1?_A 752
Javellana v. Ledesma, 97 Phil 258
Arts. U
c . S p e c i a l 8 0 7 , 8 , 0 8

Garcia v. Vasquez, 32 SCRA 489

Alvarado v. Gaviola, 14 Sept. 1993

d . Substantial compl anc-_. Art. 809

Gil v Murciano, 88 Phil 260 Caneda

v. Cann 222 SCRA 781

3. Witnesses to wills

a. Who are competent. Arts. 620, 621, 824

Gonzales v. CA, 90 SCR_A 183

Cruz v. Villasor, 54 SCRA 31

b. Supervening incompetency. Art. 822

c. Competency of interested witness. Art. 823

3
 4. Holographic wills

a. Gene-,2: requirements. .art. 804

a. Spcc I Fcrequireme 510, 812, 81 ', 814

Pomis v. De Jesus. SCP-A 2 4 ~

T
K a 1 a v. P, e i o v a . S,-- P--% 237 7
Ajero %-. CA, 236 SCR'. -,'SS

b. Requirement for pro'-•ate. Art. 8I 1

Gan v. Yap, 104 Phil 509

Rode:,s v. Aranza, 119, SCRA 16
Azaola v. Sinoson, 109 Phil 102

V . I N C O R PO RA TI O N O F DOC U M E N T B Y RE FE RE N C E Ar t 8 27

1. Purpose. Report of Code Commission, p. 108

4Jnson v. Abella, 43 Phil 491

VI. CODICILS

1. Definition. Art. 825

2. Solemnities. Art. 826

VII. REVOCATION OF WILLS AND TETAIM J ENTARY DISPOSITION

1. Definition of revocation
2
V, hen ma , , revocat i on 8213

3. Law govermn,7 revocation. Art. 829

4. Modes of revocation. Art. 830

5
Lipana T.
L !
'pana, 70 Phil S6
1 1 1

Gago v. Mni-nuyac, 49 Phil 902

Maloto -v. CA, 153 SCRA 451
Kalaw v. Relova, supra

5. Implied revocat i on. 831

6. Effect of revocation. Arts. 832, 833, 834

7. Doctrine o!' Dependent Relative Revocation

Molo v. Molo, 90 Phil 37

V111. REPUBLICATION ANi) REVIVAL OF WILLS. Arts 855-537

IX. ALLOWANCE OF WILLS. Art. 836

1. Concept of probate

Necessity of probate

Gue va rra v. Gue va rra, 7 4 P l a i t 4 9

De Borja v. De Borjal, 46 SSCRA 5

3, Modes of probate

4. Effect of allowance of wills

Gallanosa V. Arcansel, 83 SC- P A 676
De la Cerna v. Potot, 12 SCRA 576
Maninan- v. CA, 114 SCRA 47S Pastor
v. CA, 122 SCRA 885
Roberts v. Leonides, 129 SCRA 754
Nepomuceno v. CA, 139 SCRA 206 -"vf.-
rcado v. Santos
`Mercad

OF WILLS. ArtS. 839, l335, 1336, 1337, 1338

Pascual v. De la Cruz, 28 SCRA 421

Reyes v. Barrcto-Data, 19 SCRA 83

INSTITUTION OF HEIRS

1. Definition. Art. 840

2. P_-quashes for val i d institution o, 1 h-_ ; rs. Re l ate to Arts. 785, 787

E
ffect if % ill institutesno licit. Azt- 841
A

Freedom of disposition. Art 842

Manner ofdesignatin,( an heir. .Ans.0843 in re!ation to 789

I favor
6. Disposition '!" L - if a definite class. Art. 845 in relation to Art. 786

7. Equality of heirs. Arts. 846,848

8. Individuality of institution. Art. 847

9. Simultaneity of institution. Art. 849

10. Inst i tution based on

a false cause. Art. 850

Austria v. Reyes, 31 SCRA 754

11. Shares in the institution. Arts. 851-853

 1 --, P.-_ a. se if heirs. Arts 856

XII. SUBSTITUION OF HEIRS

Con ept 0"SLIbStitl.ltion. Art. 857

of substitution. Art 858

a Simple or common. Art. 859

Brief or compendious. Art. 860

a Reciprocal. Art. 861

a Fideicommisary. Arts. 863-869

PCIB v. Escolin, 56 SCRA 266

Palacios v. Ramirez, I I I SCRA 704
Peres v. G-rchitorena, 54 Phil 431
Crisologo v. Singson, 49 SCRA 491
Vda de Kilayko v. Tengco, 207 SCPA, 600

3. Time-limitation on inalienability. Art. 870

XII. KINDS OF INSTITUTIONS

1_ simple or pure. Art. 777

2. conditional. Art. 871

a. hinds

Vda de Kilayko v. Ten-co, 207 SCRA 600

b. inoperative conditions. Arts. 872-874, related to Art. 1 188

c. Disposicion Captatori,-. Art. 875

d. Compliance. Arts. S76-877, 2" par.

rd
a. Effect. I'ect. Arts. 1034, 1 par., 8791, 880, 8 8 , 884

3. With a term

a. Kinds. Art. 385, I't par.

nd
a. Effect. Arts. 878, 885, par. i n L
880 to SQ

fl Arts. 882-883 4 .
XIV. LEGITIME

Concept. S86

1Vho are to Compulsory heirs.

Art 9 iris. 189-1%0 FC

Rosales v. PoSales, 148 SCRA 69

Baritua v. CA. I S3 SCRA 565

3. Concurrence of compulsory heirs and their corresponding legitimes. Arts

0
88-890, 892-901, 903, Art. 39, PD 603

4. Restrictions r--',-aru-ing the IeLinrne. Arts. 904, 872, 905, 906, 907, 1347

5. Determination o,- computation. Arts. 908-913, 752, 771

Locsin v. CA, 206 SCRA 383

6. Freedom to dispose free portion. Art. 914

XV, PRETERITIO.N. Arts. 854, 906, 855, 918

Aznar v. Duncan, 17 SCRA 590 Nuguid

v. NU O Uid, 17 SCRA 449 Reyes v.
Barreto-Date, 19 SCRA 85 Escuin v.
Esculn, I I Phil 332
La;om v. Leuterio, GR L-:3557 Balanay v.
Martinez, 64 SCP\,,% 452 S o l a n o v .
C A , 1 3 6 S C R A 1 2 2 Acain v. CA,
155 SCRA. 100

X V I. R E S E R V A T R O N C A L . A r t . 9 9 1

Edroso v. Sablan, 25 Phil 295

Sienes v. EsparcI2, I SCR-A, 750
Florentine v. Florentine, 40 Phil 480
Padura v. Baldovino, L-I 1960, 27 Dec. 1958
Chua v. CFA, 7S SCRA 406
Gonzales v. CFA. 110-4 SCRA 1611
De Papa v. C an-, ac ho, 144 SCRA 281
Sunnaya v. IAC, 201 SCRA 178

XVIL RESERVA ADOPTIVA. 39, PD 603

Banawa v. Nj:lrano, 97 SCRA 517

Teotico v. Del Val, 13 SCRA 406
XV I I I . DI SI NH E I )I T A NC E . A rt s. 9 15 - 9 2 3

XVIII. LEGACIES AND DEVISES. Articles 924-959, 869

PCIB v. Escohn, supra

Fernandez .. Di mini ba, L-2 6 196
Bolen V . B a n k of P.j. 1_144 I Oct.. C " ~ o

IN f ESTATE SUCCESSION

XI X. A. GENERAL PROVISIONS

1. When does it take place. Art. 960

2. Who are the intestate heirs. Art. 961, Art. 189-190 FC

Rosales v. Rosales, 148 SCRA 69

3. Order of and share in intestate succession. Art. 962

=De los Santos v. De la Cruz, 37 SCRA 555

B. Relationships. Arts. 963-969

B. Representation. Arts. 970-977, Arts. 982, 902, 992, 1005, 1006,

1007, 1008

Teotico v. Del Val, supra

Diaz v. IAC, GR No. 66574, 21 Feb. 1990
De los Santos v. De la Cruz, sumo
Abellana-Bacayo v. Ferraris-Borromeo, 14 SCRA 986
Corpuz v. Corpuz, 85 SCRA 567
Sayson v. CA, 2015 SCRA. 021

X-XI. ORDER OF INTESTATE SUCCESSION

A. Descending Direct Line

1. Estate of a legitimate decedent
t

a. Illegitimate children. Arts. 983, 988-992

Corpus v. Corpus. 85 SCR. 567
Leonardo v. CA, 120 SCRA 890
Pascual v. Pascual-Bautista 207 SCP-A 561

2. Estate o'Lan illegitimate decedent

a. legitimate children and descendants. Arts. 903, 987-983, 992

b. i llegitimate children and descendants. Ar-ts. 990, 992

B. Survivin g Spouse. Arts. 995-1002

 Erase v. Hansen, 3 CA Rep. 1121
Santillon v. Miranda, 14 SCRA 563

C. AscendinL, Direct Line

1. Lczitiinate parents and ziscendantl, Arts. 985-90

2. Illegitimate parents. Art. 993

D. Collateral Line. Arts. 1003-1010

Bicomon c y v. Almanza. 80 SCRA 421 z

Bacavo v. Borromeo. 14 SCRA 986

E. The State. Arts. 1011-1014

PROVISIONS COMMON TG
TESTATE AND INTESTATE SUCCESSION

X-XII. RIGHT OF ACCRETION

A. Concept. Arts. 1015, 1016, 1017, 1019, 1020

B. In legal succession. Art. 1018

C. Compulsory succession. Art. 1021

D. Testamentary. Arts. 1022-1023

X
XIIL CAPACITY TO Sy'(fCEED

A. Determination. Arts. 1034, 1039

Ca-,etanc, v. Leonides, 129 SCRA 522

Who may succeed. Arts. 1024-1026, 1029, 1030

Parish Priest of Victoria v. PIgor, 89 SCRA 493

C. Who are incapable ol'succeeding. Arts. 1027, 1028, 1031, 1032, 1033

D. Effect of alienations by the excluded heir. Art. 1036

E. Rights of the excluded heir. – Arts. 1035, 1937

F. Liabilities of the excluded heir. Art. 1033

G. Prescription of Action. Art. 1040

t)
 XXIV. ACCEPTANCE AN'[) REPUDIATION OF THE INHERITANCE. Arts.
1041-1057

Bor-omeo-Herren v. Bo-ror---o, 152 SCP-,\ 171

XXV. COLLATION. Arts. 1061-1077, 771, 752, 772

Dizon-Rivera v. Dizon, 33 S\"P<-A 554

De Roma v. CA, 152 SCRA 205 Locsin
v. CA, 206 SCRA 383

XXVI, PARTITION AND DISTRIMUTION, OF THE ESTATE

A. Partition. Arts. 1078-1090

Ibarle v. Po, L-5046, 27 Feb. 1953

Alsua Betts v. CA, 92 SCRA 332 D
imayu a v. CA, 129 S CF-4, 110 'Mang-
oy v. CA, 144 SCRA 33 Doromal v. CA,
1-36083, 2 Sept, 1975 Gabila v.
Perez, 169 SCRA 517 A l o n z o v .
I AC , 1 5 0 S C R A 5 1 7 Chavez v.
IAC, 191 SCRA 211
Bautista v. Gnnio-Aquino, 166 SCRA 76G
De los Santos v. De la Cruz, supra

B. Effects of Partition. Arts. 1091-1096

Guilas v. Judge, L-026695, 31 Jan. 1972

De los Santos V. De la Cruz, 22 Feb. 1971, 37 SCRA

C. Rescission and Nullity of Par, it

;
op.. A,-,s. 1097-1 i 0 --)

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08-05
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