Succession (Codal)
Succession (Codal)
(2) If the testator was insane, or One who has compulsory heirs may
otherwise mentally incapable of making dispose of his estate provided he does
a will, at the time of its execution; not contravene the provisions of this
Code with regard to the legitime of said
(3) If it was executed through force or
heirs. (763a)
under duress, or the influence of fear,
or threats; Article 843. The testator shall
designate the heir by his name and
(4) If it was procured by undue and
surname, and when there are two
improper pressure and influence, on the
persons having the same names, he
part of the beneficiary or of some other
shall indicate some circumstance by
person;
which the instituted heir may be known.
(5) If the signature of the testator was
Even though the testator may have
procured by fraud;
omitted the name of the heir, should he
(6) If the testator acted by mistake or designate him in such manner that
did not intend that the instrument he there can be no doubt as to who has
signed should be his will at the time of been instituted, the institution shall be
affixing his signature thereto. (n) valid. (772)
The same rule applies if the testator Article 856. A voluntary heir who dies
has instituted several heirs, each being before the testator transmits nothing to
limited to an aliquot part, and all the his heirs.
parts do not cover the whole
A compulsory heir who dies before the
inheritance. (n)
testator, a person incapacitated to
Article 852. If it was the intention of succeed, and one who renounces the
the testator that the instituted heirs inheritance, shall transmit no right to
should become sole heirs to the whole his own heirs except in cases expressly
estate, or the whole free portion, as the provided for in this Code. (766a)
case may be, and each of them has
been instituted to an aliquot part of the
inheritance and their aliquot parts SECTION 3
together do not cover the whole Substitution of Heirs
Article 857. Substitution is the conditions are personally applicable
appointment of another heir so that he only to the heir instituted. (780)
may enter into the inheritance in
Article 863. A fideicommissary
default of the heir originally instituted.
substitution by virtue of which the
(n)
fiduciary or first heir instituted is
Article 858. Substitution of heirs may entrusted with the obligation to
be: preserve and to transmit to a second
heir the whole or part of the
(1) Simple or common;
inheritance, shall be valid and shall take
(2) Brief or compendious; effect, provided such substitution does
not go beyond one degree from the heir
(3) Reciprocal; or
originally instituted, and provided
(4) Fideicommissary. (n) further, that the fiduciary or first heir
and the second heir are living at the
Article 859. The testator may
time of the death of the testator. (781a)
designate one or more persons to
substitute the heir or heirs instituted in Article 864. A fideicommissary
case such heir or heirs should die substitution can never burden the
before him, or should not wish, or legitime. (782a)
should be incapacitated to accept the
Article 865. Every fideicommissary
inheritance.
substitution must be expressly made in
A simple substitution, without a order that it may be valid.
statement of the cases to which it
The fiduciary shall be obliged to deliver
refers, shall comprise the three
the inheritance to the second heir,
mentioned in the preceding paragraph,
without other deductions than those
unless the testator has otherwise
which arise from legitimate expenses,
provided. (774)
credits and improvements, save in the
Article 860. Two or more persons may case where the testator has provided
be substituted for one; and one person otherwise. (783)
for two or more heirs. (778)
Article 866. The second heir shall
Article 861. If heirs instituted in acquire a right to the succession from
unequal shares should be reciprocally the time of the testator's death, even
substituted, the substitute shall acquire though he should die before the
the share of the heir who dies, fiduciary. The right of the second heir
renounces, or is incapacitated, unless it shall pass to his heirs. (784)
clearly appears that the intention of the
Article 867. The following shall not
testator was otherwise. If there are
take effect:
more than one substitute, they shall
have the same share in the substitution (1) Fideicommissary substitutions which
as in the institution. (779a) are not made in an express manner,
either by giving them this name, or
Article 862. The substitute shall be
imposing upon the fiduciary the
subject to the same charges and
absolute obligation to deliver the
conditions imposed upon the instituted
property to a second heir;
heir, unless and testator has expressly
provided the contrary, or the charges or
(2) Provisions which contain a perpetual substitution whatsoever upon the
prohibition to alienate, and even a legitimes prescribed in this Code.
temporary one, beyond the limit fixed in Should he do so, the same shall be
article 863; considered as not imposed. (813a)
(3) Those which impose upon the heir Article 873. Impossible conditions and
the charge of paying to various persons those contrary to law or good customs
successively, beyond the limit shall be considered as not imposed and
prescribed in article 863, a certain shall in no manner prejudice the heir,
income or pension; even if the testator should otherwise
provide. (792a)
(4) Those which leave to a person the
whole or part of the hereditary property Article 874. An absolute condition not
in order that he may apply or invest the to contract a first or subsequent
same according to secret instructions marriage shall be considered as not
communicated to him by the testator. written unless such condition has been
(785a) imposed on the widow or widower by
the deceased spouse, or by the latter's
Article 868. The nullity of the
ascendants or descendants.
fideicommissary substitution does not
prejudice the validity of the institution Nevertheless, the right of usufruct, or
of the heirs first designated; the an allowance or some personal
fideicommissary clause shall simply be prestation may be devised or
considered as not written. (786) bequeathed to any person for the time
during which he or she should remain
Article 869. A provision whereby the
unmarried or in widowhood. (793a)
testator leaves to a person the whole or
part of the inheritance, and to another Article 875. Any disposition made
the usufruct, shall be valid. If he gives upon the condition that the heir shall
the usufruct to various persons, not make some provision in his will in favor
simultaneously, but successively, the of the testator or of any other person
provisions of article 863 shall apply. shall be void. (794a)
(787a)
Article 876. Any purely potestative
Article 870. The dispositions of the condition imposed upon an heir must be
testator declaring all or part of the fulfilled by him as soon as he learns of
estate inalienable for more than twenty the testator's death.
years are void. (n)
This rule shall not apply when the
condition, already complied with,
cannot be fulfilled again. (795a)
SECTION 4
Conditional Testamentary Article 877. If the condition is casual
Dispositions and Testamentary or mixed, it shall be sufficient if it
Dispositions With a Term happen or be fulfilled at any time before
or after the death of the testator, unless
Article 871. The institution of an heir
he has provided otherwise.
may be made conditionally, or for a
certain purpose or cause. (790a) Should it have existed or should it have
been fulfilled at the time the will was
Article 872. The testator cannot
executed and the testator was unaware
impose any charge, condition, or
thereof, it shall be deemed as complied unless it appears that such was his
with. intention.
If he had knowledge thereof, the That which has been left in this manner
condition shall be considered fulfilled may be claimed at once provided that
only when it is of such a nature that it the instituted heir or his heirs give
can no longer exist or be complied with security for compliance with the wishes
again. (796) of the testator and for the return of
anything he or they may receive,
Article 878. A disposition with a
together with its fruits and interests, if
suspensive term does not prevent the
he or they should disregard this
instituted heir from acquiring his rights
obligation. (797a)
and transmitting them to his heirs even
before the arrival of the term. (799a) Article 883. When without the fault of
the heir, an institution referred to in the
Article 879. If the potestative
preceding article cannot take effect in
condition imposed upon the heir is
the exact manner stated by the
negative, or consists in not doing or not
testator, it shall be complied with in a
giving something, he shall comply by
manner most analogous to and in
giving a security that he will not do or
conformity with his wishes.
give that which has been prohibited by
the testator, and that in case of If the person interested in the condition
contravention he will return whatever should prevent its fulfillment, without
he may have received, together with its the fault of the heir, the condition shall
fruits and interests. (800a) be deemed to have been complied with.
(798a)
Article 880. If the heir be instituted
under a suspensive condition or term, Article 884. Conditions imposed by the
the estate shall be placed under testator upon the heirs shall be
administration until the condition is governed by the rules established for
fulfilled, or until it becomes certain that conditional obligations in all matters not
it cannot be fulfilled, or until the arrival provided for by this Section. (791a)
of the term.
Article 885. The designation of the day
The same shall be done if the heir does or time when the effects of the
not give the security required in the institution of an heir shall commence or
preceding article. (801a) cease shall be valid.
Article 881. The appointment of the In both cases, the legal heir shall be
administrator of the estate mentioned considered as called to the succession
in the preceding article, as well as the until the arrival of the period or its
manner of the administration and the expiration. But in the first case he shall
rights and obligations of the not enter into possession of the
administrator shall be governed by the property until after having given
Rules of Court. (804a) sufficient security, with the intervention
of the instituted heir. (805)
Article 882. The statement of the
object of the institution, or the
application of the property left by the
SECTION 5
testator, or the charge imposed by him,
Legitime
shall not be considered as a condition
Article 886. Legitime is that part of the half of the hereditary estates of their
testator's property which he cannot children and descendants.
dispose of because the law has
The children or descendants may freely
reserved it for certain heirs who are,
dispose of the other half, subject to the
therefore, called compulsory heirs.
rights of illegitimate children and of the
(806)
surviving spouse as hereinafter
Article 887. The following are provided. (809a)
compulsory heirs:
Article 890. The legitime reserved for
(1) Legitimate children and the legitimate parents shall be divided
descendants, with respect to their between them equally; if one of the
legitimate parents and ascendants; parents should have died, the whole
shall pass to the survivor.
(2) In default of the foregoing,
legitimate parents and ascendants, with If the testator leaves neither father nor
respect to their legitimate children and mother, but is survived by ascendants
descendants; of equal degree of the paternal and
maternal lines, the legitime shall be
(3) The widow or widower;
divided equally between both lines. If
(4) Acknowledged natural children, and the ascendants should be of different
natural children by legal fiction; degrees, it shall pertain entirely to the
ones nearest in degree of either line.
(5) Other illegitimate children referred
(810)
to in article 287.
Article 891. The ascendant who
Compulsory heirs mentioned in Nos. 3,
inherits from his descendant any
4, and 5 are not excluded by those in
property which the latter may have
Nos. 1 and 2; neither do they exclude
acquired by gratuitous title from
one another.
another ascendant, or a brother or
In all cases of illegitimate children, their sister, is obliged to reserve such
filiation must be duly proved. property as he may have acquired by
operation of law for the benefit of
The father or mother of illegitimate
relatives who are within the third
children of the three classes mentioned,
degree and who belong to the line from
shall inherit from them in the manner
which said property came. (871)
and to the extent established by this
Code. (807a) Article 892. If only one legitimate child
or descendant of the deceased
Article 888. The legitime of legitimate
survives, the widow or widower shall be
children and descendants consists of
entitled to one-fourth of the hereditary
one-half of the hereditary estate of the
estate. In case of a legal separation, the
father and of the mother.
surviving spouse may inherit if it was
The latter may freely dispose of the the deceased who had given cause for
remaining half, subject to the rights of the same.
illegitimate children and of the surviving
If there are two or more legitimate
spouse as hereinafter provided. (808a)
children or descendants, the surviving
Article 889. The legitime of legitimate spouse shall be entitled to a portion
parents or ascendants consists of one-
equal to the legitime of each of the ascendants of the deceased shall be
legitimate children or descendants. entitled to one-fourth of the hereditary
estate to be taken from the portion at
In both cases, the legitime of the
the free disposal of the testator. (841a)
surviving spouse shall be taken from
the portion that can be freely disposed Article 897. When the widow or
of by the testator. (834a) widower survives with legitimate
children or descendants, and
Article 893. If the testator leaves no
acknowledged natural children, or
legitimate descendants, but leaves
natural children by legal fiction, such
legitimate ascendants, the surviving
surviving spouse shall be entitled to a
spouse shall have a right to one-fourth
portion equal to the legitime of each of
of the hereditary estate.
the legitimate children which must be
This fourth shall be taken from the free taken from that part of the estate which
portion of the estate. (836a) the testator can freely dispose of. (n)
Article 894. If the testator leaves Article 898. If the widow or widower
illegitimate children, the surviving survives with legitimate children or
spouse shall be entitled to one-third of descendants, and with illegitimate
the hereditary estate of the deceased children other than acknowledged
and the illegitimate children to another natural, or natural children by legal
third. The remaining third shall be at fiction, the share of the surviving
the free disposal of the testator. (n) spouse shall be the same as that
provided in the preceding article. (n)
Article 895. The legitime of each of
the acknowledged natural children and Article 899. When the widow or
each of the natural children by legal widower survives with legitimate
fiction shall consist of one-half of the parents or ascendants and with
legitime of each of the legitimate illegitimate children, such surviving
children or descendants. spouse shall be entitled to one-eighth of
the hereditary estate of the deceased
The legitime of an illegitimate child who
which must be taken from the free
is neither an acknowledged natural, nor
portion, and the illegitimate children
a natural child by legal fiction, shall be
shall be entitled to one-fourth of the
equal in every case to four-fifths of the
estate which shall be taken also from
legitime of an acknowledged natural
the disposable portion. The testator
child.
may freely dispose of the remaining
The legitime of the illegitimate children one-eighth of the estate. (n)
shall be taken from the portion of the
Article 900. If the only survivor is the
estate at the free disposal of the
widow or widower, she or he shall be
testator, provided that in no case shall
entitled to one-half of the hereditary
the total legitime of such illegitimate
estate of the deceased spouse, and the
children exceed that free portion, and
testator may freely dispose of the other
that the legitime of the surviving
half. (837a)
spouse must first be fully satisfied.
(840a) If the marriage between the surviving
spouse and the testator was solemnized
Article 896. Illegitimate children who
in articulo mortis, and the testator died
may survive with legitimate parents or
within three months from the time of
the marriage, the legitime of the substitution of any kind whatsoever.
surviving spouse as the sole heir shall (813a)
be one-third of the hereditary estate,
Article 905. Every renunciation or
except when they have been living as
compromise as regards a future
husband and wife for more than five
legitime between the person owing it
years. In the latter case, the legitime of
and his compulsory heirs is void, and
the surviving spouse shall be that
the latter may claim the same upon the
specified in the preceding paragraph.
death of the former; but they must
(n)
bring to collation whatever they may
Article 901. When the testator dies have received by virtue of the
leaving illegitimate children and no renunciation or compromise. (816)
other compulsory heirs, such
Article 906. Any compulsory heir to
illegitimate children shall have a right to
whom the testator has left by any title
one-half of the hereditary estate of the
less than the legitime belonging to him
deceased.
may demand that the same be fully
The other half shall be at the free satisfied. (815)
disposal of the testator. (842a)
Article 907. Testamentary dispositions
Article 902. The rights of illegitimate that impair or diminish the legitime of
children set forth in the preceding the compulsory heirs shall be reduced
articles are transmitted upon their on petition of the same, insofar as they
death to their descendants, whether may be inofficious or excessive. (817)
legitimate or illegitimate. (843a)
Article 908. To determine the legitime,
Article 903. The legitime of the the value of the property left at the
parents who have an illegitimate child, death of the testator shall be
when such child leaves neither considered, deducting all debts and
legitimate descendants, nor a surviving charges, which shall not include those
spouse, nor illegitimate children, is one- imposed in the will.
half of the hereditary estate of such
To the net value of the hereditary
illegitimate child. If only legitimate or
estate, shall be added the value of all
illegitimate children are left, the parents
donations by the testator that are
are not entitled to any legitime
subject to collation, at the time he
whatsoever. If only the widow or
made them. (818a)
widower survives with parents of the
illegitimate child, the legitime of the Article 909. Donations given to
parents is one-fourth of the hereditary children shall be charged to their
estate of the child, and that of the legitime.
surviving spouse also one-fourth of the
Donations made to strangers shall be
estate. (n)
charged to that part of the estate of
Article 904. The testator cannot which the testator could have disposed
deprive his compulsory heirs of their by his last will.
legitime, except in cases expressly
Insofar as they may be inofficious or
specified by law.
may exceed the disposable portion,
Neither can he impose upon the same they shall be reduced according to the
any burden, encumbrance, condition, or rules established by this Code. (819a)
Article 910. Donations which an cash for what respectively belongs to
illegitimate child may have received them.
during the lifetime of his father or
The devisee who is entitled to a
mother, shall be charged to his
legitime may retain the entire property,
legitime.
provided its value does not exceed that
Should they exceed the portion that can of the disposable portion and of the
be freely disposed of, they shall be share pertaining to him as legitime.
reduced in the manner prescribed by (821)
this Code. (847a)
Article 913. If the heirs or devisees do
Article 911. After the legitime has not choose to avail themselves of the
been determined in accordance with right granted by the preceding article,
the three preceding articles, the any heir or devisee who did not have
reduction shall be made as follows: such right may exercise it; should the
latter not make use of it, the property
(1) Donations shall be respected as long
shall be sold at public auction at the
as the legitime can be covered,
instance of any one of the interested
reducing or annulling, if necessary, the
parties. (822)
devises or legacies made in the will;
Article 914. The testator may devise
(2) The reduction of the devises or
and bequeath the free portion as he
legacies shall be pro rata, without any
may deem fit. (n)
distinction whatever.
(2) When a child or descendant has (4) When the parent or ascendant has
accused the testator of a crime for been convicted of adultery or
which the law prescribes imprisonment concubinage with the spouse of the
for six years or more, if the accusation testator;
has been found groundless;
(5) When the parent or ascendant by
(3) When a child or descendant has fraud, violence, intimidation, or undue
been convicted of adultery or influence causes the testator to make a
concubinage with the spouse of the will or to change one already made;
testator;
(6) The loss of parental authority for
(4) When a child or descendant by causes specified in this Code;
fraud, violence, intimidation, or undue
(7) The refusal to support the children
influence causes the testator to make a
or descendants without justifiable
will or to change one already made;
cause;
(5) A refusal without justifiable cause to
(8) An attempt by one of the parents
support the parent or ascendant who
against the life of the other, unless
disinherits such child or descendant;
there has been a reconciliation between
(6) Maltreatment of the testator by them. (756, 854, 674a)
word or deed, by the child or
Article 921. The following shall be
descendant;
sufficient causes for disinheriting a
(7) When a child or descendant leads a spouse:
dishonorable or disgraceful life;
(1) When the spouse has been
(8) Conviction of a crime which carries convicted of an attempt against the life
with it the penalty of civil interdiction. of the testator, his or her descendants,
(756, 853, 674a) or ascendants;
Article 920. The following shall be (2) When the spouse has accused the
sufficient causes for the disinheritance testator of a crime for which the law
of parents or ascendants, whether prescribes imprisonment of six years or
legitimate or illegitimate: more, and the accusation has been
found to be false;
(3) When the spouse by fraud, violence, Article 926. When the testator charges
intimidation, or undue influence cause one of the heirs with a legacy or devise,
the testator to make a will or to change he alone shall be bound.
one already made;
Should he not charge anyone in
(4) When the spouse has given cause particular, all shall be liable in the same
for legal separation; proportion in which they may inherit.
(859)
(5) When the spouse has given grounds
for the loss of parental authority; Article 927. If two or more heirs take
possession of the estate, they shall be
(6) Unjustifiable refusal to support the
solidarily liable for the loss or
children or the other spouse. (756, 855,
destruction of a thing devised or
674a)
bequeathed, even though only one of
Article 922. A subsequent them should have been negligent. (n)
reconciliation between the offender and
Article 928. The heir who is bound to
the offended person deprives the latter
deliver the legacy or devise shall be
of the right to disinherit, and renders
liable in case of eviction, if the thing is
ineffectual any disinheritance that may
indeterminate and is indicated only by
have been made. (856)
its kind. (860)
Article 923. The children and
Article 929. If the testator, heir, or
descendants of the person disinherited
legatee owns only a part of, or an
shall take his or her place and shall
interest in the thing bequeathed, the
preserve the rights of compulsory heirs
legacy or devise shall be understood
with respect to the legitime; but the
limited to such part or interest, unless
disinherited parent shall not have the
the testator expressly declares that he
usufruct or administration of the
gives the thing in its entirety. (864a)
property which constitutes the legitime.
(857) Article 930. The legacy or devise of a
thing belonging to another person is
void, if the testator erroneously
SECTION 7 believed that the thing pertained to
Legacies and Devises him. But if the thing bequeathed,
though not belonging to the testator
Article 924. All things and rights which
when he made the will, afterwards
are within the commerce of man be
becomes his, by whatever title, the
bequeathed or devised. (865a)
disposition shall take effect. (862a)
Article 925. A testator may charge
Article 931. If the testator orders that
with legacies and devises not only his
a thing belonging to another be
compulsory heirs but also the legatees
acquired in order that it be given to a
and devisees.
legatee or devisee, the heir upon whom
The latter shall be liable for the charge the obligation is imposed or the estate
only to the extent of the value of the must acquire it and give the same to
legacy or the devise received by them. the legatee or devisee; but if the owner
The compulsory heirs shall not be liable of the thing refuses to alienate the
for the charge beyond the amount of same, or demands an excessive price
the free portion given them. (858a) therefor, the heir or the estate shall
only be obliged to give the just value of existing at the time of the death of the
the thing. (861a) testator.
Article 932. The legacy or devise of a In the first case, the estate shall comply
thing which at the time of the execution with the legacy by assigning to the
of the will already belonged to the legatee all rights of action it may have
legatee or devisee shall be ineffective, against the debtor. In the second case,
even though another person may have by giving the legatee an acquittance,
some interest therein. should he request one.
If the testator expressly orders that the In both cases, the legacy shall comprise
thing be freed from such interest or all interests on the credit or debt which
encumbrance, the legacy or devise shall may be due the testator at the time of
be valid to that extent. (866a) his death. (870a)
Article 933. If the thing bequeathed Article 936. The legacy referred to in
belonged to the legatee or devisee at the preceding article shall lapse if the
the time of the execution of the will, the testator, after having made it, should
legacy or devise shall be without effect, bring an action against the debtor for
even though it may have subsequently the payment of his debt, even if such
alienated by him. payment should not have been effected
at the time of his death.
If the legatee or devisee acquires it
gratuitously after such time, he can The legacy to the debtor of the thing
claim nothing by virtue of the legacy or pledged by him is understood to
devise; but if it has been acquired by discharge only the right of pledge. (871)
onerous title he can demand
Article 937. A generic legacy of
reimbursement from the heir or the
release or remission of debts comprises
estate. (878a)
those existing at the time of the
Article 934. If the testator should execution of the will, but not
bequeath or devise something pledged subsequent ones. (872)
or mortgaged to secure a recoverable
Article 938. A legacy or devise made
debt before the execution of the will,
to a creditor shall not be applied to his
the estate is obliged to pay the debt,
credit, unless the testator so expressly
unless the contrary intention appears.
declares.
The same rule applies when the thing is
In the latter case, the creditor shall
pledged or mortgaged after the
have the right to collect the excess, if
execution of the will.
any, of the credit or of the legacy or
Any other charge, perpetual or devise. (837a)
temporary, with which the thing
Article 939. If the testator orders the
bequeathed is burdened, passes with it
payment of what he believes he owes
to the legatee or devisee. (867a)
but does not in fact owe, the disposition
Article 935. The legacy of a credit shall be considered as not written. If as
against a third person or of the regards a specified debt more than the
remission or release of a debt of the amount thereof is ordered paid, the
legatee shall be effective only as excess is not due, unless a contrary
regards that part of the credit or debt intention appears.
The foregoing provisions are without shall pass to his heirs; but a choice
prejudice to the fulfillment of natural once made shall be irrevocable. (877a)
obligations. (n)
Article 944. A legacy for education
Article 940. In alternative legacies or lasts until the legatee is of age, or
devises, the choice is presumed to be beyond the age of majority in order that
left to the heir upon whom the the legatee may finish some
obligation to give the legacy or devise professional, vocational or general
may be imposed, or the executor or course, provided he pursues his course
administrator of the estate if no diligently.
particular heir is so obliged.
A legacy for support lasts during the
If the heir, legatee or devisee, who may lifetime of the legatee, if the testator
have been given the choice, dies before has not otherwise provided.
making it, this right shall pass to the
If the testator has not fixed the amount
respective heirs.
of such legacies, it shall be fixed in
Once made, the choice is irrevocable. accordance with the social standing and
the circumstances of the legatee and
In the alternative legacies or devises,
the value of the estate.
except as herein provided, the
provisions of this Code regulating If the testator or during his lifetime
obligations of the same kind shall be used to give the legatee a certain sum
observed, save such modifications as of money or other things by way of
may appear from the intention support, the same amount shall be
expressed by the testator. (874a) deemed bequeathed, unless it be
markedly disproportionate to the value
Article 941. A legacy of generic
of the estate. (879a)
personal property shall be valid even if
there be no things of the same kind in Article 945. If a periodical pension, or
the estate. a certain annual, monthly, or weekly
amount is bequeathed, the legatee may
A devise of indeterminate real property
petition the court for the first
shall be valid only if there be
installment upon the death of the
immovable property of its kind in the
testator, and for the following ones
estate.
which shall be due at the beginning of
The right of choice shall belong to the each period; such payment shall not be
executor or administrator who shall returned, even though the legatee
comply with the legacy by the delivery should die before the expiration of the
of a thing which is neither of inferior nor period which has commenced. (880a)
of superior quality. (875a)
Article 946. If the thing bequeathed
Article 942. Whenever the testator should be subject to a usufruct, the
expressly leaves the right of choice to legatee or devisee shall respect such
the heir, or to the legatee or devisee, right until it is legally extinguished.
the former may give or the latter may (868a)
choose whichever he may prefer. (876a)
Article 947. The legatee or devisee
Article 943. If the heir, legatee or acquires a right to the pure and simple
devisee cannot make the choice, in legacies or devises from the death of
case it has been granted him, his right
the testator, and transmits it to his accessories and accessories and in the
heirs. (881a) condition in which it may be upon the
death of the testator. (883a)
Article 948. If the legacy or devise is
of a specific and determinate thing Article 952. The heir, charged with a
pertaining to the testator, the legatee legacy or devise, or the executor or
or devisee acquires the ownership administrator of the estate, must
thereof upon the death of the testator, deliver the very thing bequeathed if he
as well as any growing fruits, or unborn is able to do so and cannot discharge
offspring of animals, or uncollected this obligation by paying its value.
income; but not the income which was
Legacies of money must be paid in
due and unpaid before the latter's
cash, even though the heir or the estate
death.
may not have any.
From the moment of the testator's
The expenses necessary for the delivery
death, the thing bequeathed shall be at
of the thing bequeathed shall be for the
the risk of the legatee or devisee, who
account of the heir or the estate, but
shall, therefore, bear its loss or
without prejudice to the legitime.
deterioration, and shall be benefited by
(886a)
its increase or improvement, without
prejudice to the responsibility of the Article 953. The legatee or devisee
executor or administrator. (882a) cannot take possession of the thing
bequeathed upon his own authority, but
Article 949. If the bequest should not
shall request its delivery and possession
be of a specific and determinate thing,
of the heir charged with the legacy or
but is generic or of quantity, its fruits
devise, or of the executor or
and interests from the time of the death
administrator of the estate should he be
of the testator shall pertain to the
authorized by the court to deliver it.
legatee or devisee if the testator has
(885a)
expressly so ordered. (884a)
Article 954. The legatee or devisee
Article 950. If the estate should not be
cannot accept a part of the legacy or
sufficient to cover all the legacies or
devise and repudiate the other, if the
devises, their payment shall be made in
latter be onerous.
the following order:
Should he die before having accepted
(1) Remuneratory legacies or devises;
the legacy or devise, leaving several
(2) Legacies or devises declared by the heirs, some of the latter may accept
testator to be preferential; and the others may repudiate the share
respectively belonging to them in the
(3) Legacies for support;
legacy or devise. (889a)
(4) Legacies for education;
Article 955. The legatee or devisee of
(5) Legacies or devises of a specific, two legacies or devises, one of which is
determinate thing which forms a part of onerous, cannot renounce the onerous
the estate; one and accept the other. If both are
onerous or gratuitous, he shall be free
(6) All others pro rata. (887a)
to accept or renounce both, or to
Article 951. The thing bequeathed renounce either. But if the testator
shall be delivered with all its intended that the two legacies or
devises should be inseparable from kind, in accordance with the provisions
each other, the legatee or devisee must of article 928. (869a)
either accept or renounce both.
Article 958. A mistake as to the name
Any compulsory heir who is at the same of the thing bequeathed or devised, is
time a legatee or devisee may waive of no consequence, if it is possible to
the inheritance and accept the legacy identify the thing which the testator
or devise, or renounce the latter and intended to bequeath or devise. (n)
accept the former, or waive or accept
Article 959. A disposition made in
both. (890a)
general terms in favor of the testator's
Article 956. If the legatee or devisee relatives shall be understood to be in
cannot or is unwilling to accept the favor of those nearest in degree. (751)
legacy or devise, or if the legacy or
devise for any reason should become
ineffective, it shall be merged into the CHAPTER 3
mass of the estate, except in cases of Legal or Intestate Succession
substitution and of the right of
accretion. (888a)
SECTION 1
Article 957. The legacy or devise shall
General Provisions
be without effect:
Article 960. Legal or intestate
(1) If the testator transforms the thing
succession takes place:
bequeathed in such a manner that it
does not retain either the form or the (1) If a person dies without a will, or
denomination it had; with a void will, or one which has
subsequently lost its validity;
(2) If the testator by any title or for any
cause alienates the thing bequeathed (2) When the will does not institute an
or any part thereof, it being understood heir to, or dispose of all the property
that in the latter case the legacy or belonging to the testator. In such case,
devise shall be without effect only with legal succession shall take place only
respect to the part thus alienated. If with respect to the property of which
after the alienation the thing should the testator has not disposed;
again belong to the testator, even if it
(3) If the suspensive condition attached
be by reason of nullity of the contract,
to the institution of heir does not
the legacy or devise shall not thereafter
happen or is not fulfilled, or if the heir
be valid, unless the reacquisition shall
dies before the testator, or repudiates
have been effected by virtue of the
the inheritance, there being no
exercise of the right of repurchase;
substitution, and no right of accretion
(3) If the thing bequeathed is totally lost takes place;
during the lifetime of the testator, or
(4) When the heir instituted is incapable
after his death without the heir's fault.
of succeeding, except in cases provided
Nevertheless, the person obliged to pay
in this Code. (912a)
the legacy or devise shall be liable for
eviction if the thing bequeathed should Article 961. In default of testamentary
not have been determinate as to its heirs, the law vests the inheritance, in
accordance with the rules hereinafter
set forth, in the legitimate and generations or persons, excluding the
illegitimate relatives of the deceased, in progenitor.
the surviving spouse, and in the State.
In the direct line, ascent is made to the
(913a)
common ancestor. Thus, the child is one
Article 962. In every inheritance, the degree removed from the parent, two
relative nearest in degree excludes the from the grandfather, and three from
more distant ones, saving the right of the great-grandparent.
representation when it properly takes
In the collateral line, ascent is made to
place.
the common ancestor and then descent
Relatives in the same degree shall is made to the person with whom the
inherit in equal shares, subject to the computation is to be made. Thus, a
provisions of article 1006 with respect person is two degrees removed from his
to relatives of the full and half blood, brother, three from his uncle, who is the
and of article 987, paragraph 2, brother of his father, four from his first
concerning division between the cousin, and so forth. (918a)
paternal and maternal lines. (912a)
Article 967. Full blood relationship is
SUBSECTION 1. Relationship that existing between persons who
have the same father and the same
Article 963. Proximity of relationship is
mother.
determined by the number of
generations. Each generation forms a Half blood relationship is that existing
degree. (915) between persons who have the same
father, but not the same mother, or the
Article 964. A series of degrees forms
same mother, but not the same father.
a line, which may be either direct or
(920a)
collateral.
Article 968. If there are several
A direct line is that constituted by the
relatives of the same degree, and one
series of degrees among ascendants
or some of them are unwilling or
and descendants.
incapacitated to succeed, his portion
A collateral line is that constituted by shall accrue to the others of the same
the series of degrees among persons degree, save the right of representation
who are not ascendants and when it should take place. (922)
descendants, but who come from a
Article 969. If the inheritance should
common ancestor. (916a)
be repudiated by the nearest relative,
Article 965. The direct line is either should there be one only, or by all the
descending or ascending. nearest relatives called by law to
succeed, should there be several, those
The former unites the head of the
of the following degree shall inherit in
family with those who descend from
their own right and cannot represent
him.
the person or persons repudiating the
The latter binds a person with those inheritance. (923)
from whom he descends. (917)
SUBSECTION 2. Right of
Article 966. In the line, as many Representation
degrees are counted as there are
Article 970. Representation is a right Article 976. A person may represent
created by fiction of law, by virtue of him whose inheritance he has
which the representative is raised to the renounced. (928a)
place and the degree of the person
Article 977. Heirs who repudiate their
represented, and acquires the rights
share may not be represented. (929a)
which the latter would have if he were
living or if he could have inherited.
(942a)
SECTION 2
Article 971. The representative is Order of Intestate Succession
called to the succession by the law and
SUBSECTION 1. Descending Direct
not by the person represented. The
Line
representative does not succeed the
person represented but the one whom Article 978. Succession pertains, in
the person represented would have the first place, to the descending direct
succeeded. (n) line. (930)
Article 972. The right of representation Article 979. Legitimate children and
takes place in the direct descending their descendants succeed the parents
line, but never in the ascending. and other ascendants, without
distinction as to sex or age, and even if
In the collateral line, it takes place only
they should come from different
in favor of the children of brothers or
marriages.
sisters, whether they be of the full or
half blood. (925) An adopted child succeeds to the
property of the adopting parents in the
Article 973. In order that
same manner as a legitimate child.
representation may take place, it is
(931a)
necessary that the representative
himself be capable of succeeding the Article 980. The children of the
decedent. (n) deceased shall always inherit from him
in their own right, dividing the
Article 974. Whenever there is
inheritance in equal shares. (932)
succession by representation, the
division of the estate shall be made per Article 981. Should children of the
stirpes, in such manner that the deceased and descendants of other
representative or representatives shall children who are dead, survive, the
not inherit more than what the person former shall inherit in their own right,
they represent would inherit, if he were and the latter by right of
living or could inherit. (926a) representation. (934a)
Article 975. When children of one or Article 982. The grandchildren and
more brothers or sisters of the other descendants shall inherit by right
deceased survive, they shall inherit of representation, and if any one of
from the latter by representation, if them should have died, leaving several
they survive with their uncles or aunts. heirs, the portion pertaining to him shall
But if they alone survive, they shall be divided among the latter in equal
inherit in equal portions. (927) portions. (933)
Article 1020. The heirs to whom the A child already conceived at the time of
inheritance accrues shall succeed to all the death of the decedent is capable of
the rights and obligations which the heir succeeding provided it be born later
who renounced or could not receive it under the conditions prescribed in
would have had. (984) article 41. (n)
(4) Any heir of full age who, having Article 1035. If the person excluded
knowledge of the violent death of the from the inheritance by reason of
testator, should fail to report it to an incapacity should be a child or
officer of the law within a month, unless descendant of the decedent and should
the authorities have already taken have children or descendants, the latter
action; this prohibition shall not apply to shall acquire his right to the legitime.
cases wherein, according to law, there
The person so excluded shall not enjoy
is no obligation to make an accusation;
the usufruct and administration of the
(5) Any person convicted of adultery or property thus inherited by his children.
concubinage with the spouse of the (761a)
testator;
Article 1036. Alienations of hereditary
(6) Any person who by fraud, violence, property, and acts of administration
intimidation, or undue influence should performed by the excluded heir, before
cause the testator to make a will or to the judicial order of exclusion, are valid
change one already made; as to the third persons who acted in
good faith; but the co-heirs shall have a
(7) Any person who by the same means
right to recover damages from the
prevents another from making a will, or
disqualified heir. (n)
from revoking one already made, or
who supplants, conceals, or alters the Article 1037. The unworthy heir who is
latter's will; excluded from the succession has a
right to demand indemnity or any
(8) Any person who falsifies or forges a
expenses incurred in the preservation of
supposed will of the decedent. (756,
the hereditary property, and to enforce
673, 674a)
such credits as he may have against the
Article 1033. The cause of estate. (n)
unworthiness shall be without effect if
Article 1038. Any person incapable of
the testator had knowledge thereof at
succession, who, disregarding the
the time he made the will, or if, having
prohibition stated in the preceding
known of them subsequently, he should
articles, entered into the possession of
condone them in writing. (757a)
the hereditary property, shall be obliged
Article 1034. In order to judge the to return it together it its accessions.
capacity of the heir, devisee or legatee,
He shall be liable for all the fruits and
his qualification at the time of the death
rents he may have received, or could
of the decedent shall be the criterion.
have received through the exercise of
In cases falling under Nos. 2, 3, or 5 of due diligence. (760a)
article 1032, it shall be necessary to
wait until final judgment is rendered,
Article 1039. Capacity to succeed is Article 1045. The lawful
governed by the law of the nation of the representatives of corporations,
decedent. (n) associations, institutions and entities
qualified to acquire property may
Article 1040. The action for a
accept any inheritance left to the latter,
declaration of incapacity and for the
but in order to repudiate it, the approval
recovery of the inheritance, devise or
of the court shall be necessary. (993a)
legacy shall be brought within five
years from the time the disqualified Article 1046. Public official
person took possession thereof. It may establishments can neither accept nor
be brought by any one who may have repudiate an inheritance without the
an interest in the succession. (762a) approval of the government. (994)
Article 1051. The repudiation of an Article 1057. Within thirty days after
inheritance shall be made in a public or the court has issued an order for the
authentic instrument, or by petition distribution of the estate in accordance
presented to the court having with the Rules of Court, the heirs,
jurisdiction over the testamentary or devisees and legatees shall signify to
intestate proceedings. (1008) the court having jurisdiction whether
they accept or repudiate the
Article 1052. If the heir repudiates the
inheritance.
inheritance to the prejudice of his own
creditors, the latter may petition the If they do not do so within that time,
court to authorize them to accept it in they are deemed to have accepted the
the name of the heir. inheritance. (n)
Article 1061. Every compulsory heir, Article 1066. Neither shall donations
who succeeds with other compulsory to the spouse of the child be brought to
heirs, must bring into the mass of the collation; but if they have been given by
estate any property or right which he the parent to the spouses jointly, the
may have received from the decedent, child shall be obliged to bring to
during the lifetime of the latter, by way collation one-half of the thing donated.
of donation, or any other gratuitous (1040)
title, in order that it may be computed
Article 1067. Expenses for support,
in the determination of the legitime of
education, medical attendance, even in
each heir, and in the account of the
extraordinary illness, apprenticeship,
partition. (1035a)
ordinary equipment, or customary gifts
Article 1062. Collation shall not take are not subject to collation. (1041)
place among compulsory heirs if the
Article 1068. Expenses incurred by the
donor should have so expressly
parents in giving their children a
provided, or if the donee should
professional, vocational or other career
repudiate the inheritance, unless the
shall not be brought to collation unless
donation should be reduced as
the parents so provide, or unless they
inofficious. (1036)
impair the legitime; but when their
Article 1063. Property left by will is not collation is required, the sum which the
deemed subject to collation, if the child would have spent if he had lived in
testator has not otherwise provided, but the house and company of his parents
the legitime shall in any case remain shall be deducted therefrom. (1042a)
unimpaired. (1037)
Article 1069. Any sums paid by a
Article 1064. When the grandchildren, parent in satisfaction of the debts of his
who survive with their uncles, aunts, or children, election expenses, fines, and
cousins, inherit from their grandparents similar expenses shall be brought to
in representation of their father or collation. (1043a)
mother, they shall bring to collation all
Article 1070. Wedding gifts by parents
that their parents, if alive, would have
and ascendants consisting of jewelry,
been obliged to bring, even though
clothing, and outfit, shall not be
such grandchildren have not inherited
reduced as inofficious except insofar as
the property.
they may exceed one-tenth of the sum
They shall also bring to collation all that which is disposable by will. (1044)
they may have received from the
Article 1071. The same things donated
decedent during his lifetime, unless the
are not to be brought to collation and
partition, but only their value at the For the purpose of ascertaining their
time of the donation, even though their amount, the fruits and interest of the
just value may not then have been property of the estate of the same kind
assessed. and quality as that subject to collation
shall be made the standard of
Their subsequent increase or
assessment. (1049)
deterioration and even their total loss
or destruction, be it accidental or Article 1076. The co-heirs are bound
culpable, shall be for the benefit or to reimburse to the donee the
account and risk of the donee. (1045a) necessary expenses which he has
incurred for the preservation of the
Article 1072. In the collation of a
property donated to him, though they
donation made by both parents, one-
may not have augmented its value.
half shall be brought to the inheritance
of the father, and the other half, to that The donee who collates in kind an
of the mother. That given by one alone immovable which has been given to him
shall be brought to collation in his or must be reimbursed by his co-heirs for
her inheritance. (1046a) the improvements which have
increased the value of the property, and
Article 1073. The donee's share of the
which exist at the time the partition if
estate shall be reduced by an amount
effected.
equal to that already received by him;
and his co-heirs shall receive an As to works made on the estate for the
equivalent, as much as possible, in mere pleasure of the donee, no
property of the same nature, class and reimbursement is due him for them; he
quality. (1047) has, however, the right to remove
them, if he can do so without injuring
Article 1074. Should the provisions of
the estate. (n)
the preceding article be impracticable,
if the property donated was immovable, Article 1077. Should any question
the co-heirs shall be entitled to receive arise among the co-heirs upon the
its equivalent in cash or securities, at obligation to bring to collation or as to
the rate of quotation; and should there the things which are subject to
be neither cash or marketable securities collation, the distribution of the estate
in the estate, so much of the other shall not be interrupted for this reason,
property as may be necessary shall be provided adequate security is given.
sold at public auction. (1050)
Article 1080. Should a person make Even though forbidden by the testator,
partition of his estate by an act inter the co-ownership terminates when any
vivos, or by will, such partition shall be of the causes for which partnership is
respected, insofar as it does not dissolved takes place, or when the court
prejudice the legitime of the finds for compelling reasons that
compulsory heirs. division should be ordered, upon
petition of one of the co-heirs. (1051a)
A parent who, in the interest of his or
her family, desires to keep any Article 1084. Voluntary heirs upon
agricultural, industrial, or whom some condition has been
manufacturing enterprise intact, may imposed cannot demand a partition
avail himself of the right granted him in until the condition has been fulfilled;
this article, by ordering that the but the other co-heirs may demand it
legitime of the other children to whom by giving sufficient security for the
the property is not assigned, be paid in rights which the former may have in
cash. (1056a) case the condition should be complied
with, and until it is known that the
Article 1081. A person may, by an act
condition has not been fulfilled or can
inter vivos or mortis causa, intrust the
never be complied with, the partition
mere power to make the partition after
shall be understood to be provisional.
his death to any person who is not one
(1054a)
of the co-heirs.
Article 1085. In the partition of the
The provisions of this and of the
estate, equality shall be observed as far
preceding article shall be observed
as possible, dividing the property into
even should there be among the co-
lots, or assigning to each of the co-heirs
heirs a minor or a person subject to
things of the same nature, quality and
guardianship; but the mandatary, in
kind. (1061)
such case, shall make an inventory of
the property of the estate, after Article 1086. Should a thing be
notifying the co-heirs, the creditors, and indivisible, or would be much impaired
the legatees or devisees. (1057a) by its being divided, it may be
adjudicated to one of the heirs,
Article 1082. Every act which is
provided he shall pay the others the
intended to put an end to indivision
excess in cash.
among co-heirs and legatees or
devisees is deemed to be a partition, Nevertheless, if any of the heirs should
although it should purport to be a sale, demand that the thing be sold at public
and exchange, a compromise, or any auction and that strangers be allowed
other transaction. (n) to bid, this must be done. (1062)
Article 1083. Every co-heir has a right Article 1087. In the partition the co-
to demand the division of the estate heirs shall reimburse one another for
unless the testator should have the income and fruits which each one of
them may have received from any article shall be proportionate to the
property of the estate, for any useful respective hereditary shares of the co-
and necessary expenses made upon heirs, but if any one of them should be
such property, and for any damage insolvent, the other co-heirs shall be
thereto through malice or neglect. liable for his part in the same
(1063) proportion, deducting the part
corresponding to the one who should be
Article 1088. Should any of the heirs
indemnified.
sell his hereditary rights to a stranger
before the partition, any or all of the co- Those who pay for the insolvent heir
heirs may be subrogated to the rights of shall have a right of action against him
the purchaser by reimbursing him for for reimbursement, should his financial
the price of the sale, provided they do condition improve. (1071)
so within the period of one month from
Article 1094. An action to enforce the
the time they were notified in writing of
warranty among heirs must be brought
the sale by the vendor. (1067a)
within ten years from the date the right
Article 1089. The titles of acquisition of action accrues. (n)
or ownership of each property shall be
Article 1095. If a credit should be
delivered to the co-heir to whom said
assigned as collectible, the co-heirs
property has been adjudicated. (1065a)
shall not be liable for the subsequent
Article 1090. When the title comprises insolvency of the debtor of the estate,
two or more pieces of land which have but only for his insolvency at the time
been assigned to two or more co-heirs, the partition is made.
or when it covers one piece of land
The warranty of the solvency of the
which has been divided between two or
debtor can only be enforced during the
more co-heirs, the title shall be
five years following the partition.
delivered to the one having the largest
interest, and authentic copies of the Co-heirs do not warrant bad debts, if so
title shall be furnished to the other co- known to, and accepted by, the
heirs at the expense of the estate. If the distributee. But if such debts are not
interest of each co-heir should be the assigned to a co-heir, and should be
same, the oldest shall have the title. collected, in whole or in part, the
(1066a) amount collected shall be distributed
proportionately among the heirs.
SUBSECTION 2. Effects of Partition
(1072a)
Article 1091. A partition legally made
Article 1096. The obligation of
confers upon each heir the exclusive
warranty among co-heirs shall cease in
ownership of the property adjudicated
the following cases:
to him. (1068)
(1) When the testator himself has made
Article 1092. After the partition has
the partition, unless it appears, or it
been made, the co-heirs shall be
may be reasonably presumed, that his
reciprocally bound to warrant the title
intention was otherwise, but the
to, and the quality of, each property
legitime shall always remain
adjudicated. (1069a)
unimpaired;
Article 1093. The reciprocal obligation
of warranty referred to in the preceding
(2) When it has been so expressly prejudiced nor those have not received
stipulated in the agreement of partition, more than their just share. (1077a)
unless there has been bad faith;
Article 1102. An heir who has
(3) When the eviction is due to a cause alienated the whole or a considerable
subsequent to the partition, or has been part of the real property adjudicated to
caused by the fault of the distributee of him cannot maintain an action for
the property. (1070a) rescission on the ground of lesion, but
he shall have a right to be indemnified
SUBSECTION 3. Rescission and
in cash. (1078a)
Nullity of Partition
Article 1103. The omission of one or
Article 1097. A partition may be
more objects or securities of the
rescinded or annulled for the same
inheritance shall not cause the
causes as contracts. (1073a)
rescission of the partition on the ground
Article 1098. A partition, judicial or of lesion, but the partition shall be
extra-judicial, may also be rescinded on completed by the distribution of the
account of lesion, when any one of the objects or securities which have been
co-heirs received things whose value is omitted. (1079a)
less, by at least one-fourth, than the
Article 1104. A partition made with
share to which he is entitled,
preterition of any of the compulsory
considering the value of the things at
heirs shall not be rescinded, unless it be
the time they were adjudicated. (1074a)
proved that there was bad faith or fraud
Article 1099. The partition made by on the part of the other persons
the testator cannot be impugned on the interested; but the latter shall be
ground of lesion, except when the proportionately obliged to pay to the
legitime of the compulsory heirs is person omitted the share which belongs
thereby prejudiced, or when it appears to him. (1080)
or may reasonably be presumed, that
Article 1105. A partition which
the intention of the testator was
includes a person believed to be an
otherwise. (1075)
heir, but who is not, shall be void only
Article 1100. The action for rescission with respect to such person. (1081a)
on account of lesion shall prescribe
after four years from the time the
partition was made. (1076)