SUCCESSION
in
A NUTSHELLPhilippine Copyright, 2004
Be
Justice Alicia V.Sempio-Diy
Every copy ofthis book must bear the signature of
Justice Sempio-Diy; otherwise, i shall be considered
‘4 proceeding from an illegal source.
JOER PRIVTING SERVICES
#8 Zinnia Street, Roxae Distt
SUCCESSION
IN A NUTSHELL
‘TABLE OF CONTENTS
18 GENERAL
‘Moves of transiting OWE
“Tem:
(a) Decedent
(0) Testor
(@)_ Inheritance |
‘When ate rights to sucesion tasted?
4 Kinds of succession:
(@) Tesamentary
{@) Legal of Intestate :
© Mice. ”
What iertance inches.
Hei, doves, legate distinguished
11 importance of eitineon between ber and
Tegatoeevisee
8. Dual sas of bei
wits
Definition of wil
CCharacteriice of wil
Tnterrctation of wil
Vali of wil
Testamentary capacity
Forme of wil
(9) Nowra! wi
(©) Holographic will,
1. Wille executed abroad
8, Join wills of Filipinas
9. Devise, lepacy, et, oatesing wiesss,
10 Cdl or smi wi.
1H. Incorporation by reference
REVOCATION OF WILLS
1. When ie revocation vali Iw applicable
2. Ways of evocation.
10
"
4
2
BDitfereat ways of reveation explained
(@) By implication or operation ofa
©) By anover ace
(By theexeeation of anothr will oa coal
[REPUBLICATION AND REVIVAL OF WILLS
Definition of tem
Moses of repaication
Requistes and limitasons of republication
Roles on revival
Another ease of revival
PROBATE OF WILLS
Swdy Rules 73 1 90 ofthe 1997 Roles of
Gil Procedure
Meaning of probate
Necessity of probate
Probate ofa will conssive as to what matory
Tho kinds of probste
Grounds for daallowance of wile
INSTITUTION OF HEIR
Meaning of “isintion of eis”
Reguistes fora valid isitution of his
(terres to ember.
PRETERITION
Meaning of preerton
SUBSTITUTION OF HEIRS
Mesning of “sition of bei
Purposes of subatitation of be.
(@)-_ Simple, ler, o commen
0) Bret
(2) Compondion
(@) Fileconmisary substation
(6) Reciprocal
6
B
a
a
a
B
Fdeicommisary substation dscused.
DISPOSITIONS WITH CONDITIONS OR TERMS
Applies only to fee portion; nove othe legitine
kinds of insttion.
(3) With condition
@) Wit atem
(2) With cerain purpose or cause
(Moda estieation)
With condition
With term,
Modal insiaton
Lecrnime
Defcon of legtime
Who are compulsory ba
Things to rember.
egies of eorpusory bai
Reserva tone
DISINHERITANCE,
Meaning of dsnheiance
Purpoae o objet of disinbertance,
Requisites of a valid isinheritince
Tings to remember about inbertance
Grounds for dsnheritance
Reconciliation between testator and
‘dsnheited hee.
How disnbertance is revoked
LEGACIES AND DEVISES
Legacy and devise disinguishod
Who has the duty to give leeks nd doves
AndeterinateKgacy
Legacy o
2%
26
2%
30
x»
u
u
3Legacy or devise of thing sready belonging
to the legate or devise
Legacy of thing pledged or mortgaged
to secure a deb
Legacy of ere, o rmision or riers of debt
ogacy tothe debor of thing pledged by in.
Legacy or devise to eroitor
Ifthe testator odes the payment of + dab
Altmatve legacies and devises
Eegay of pn penal pone
Legacy of edvation
Legacy of support
When does the legates oF devises sogure owmenip
ofthe git?
Onder of preference if the ett it not wlcent
to cover al legacies and devises
How egy or deve ie deivred
Acceptance of lepiey of devise
‘When does legacy or devise became of bo eect?
Minake at name of thine given
Disposition in favor of tesatr’s relatives
GAL SUCCESSION
Legal sucession define,
Basis of legal succession
‘When doce legal secession tke place?
Rules to emerbor i lepl or intestate sucesion
Other rls to remember
The sharing in intestate sucesion
Intestate succession in ation
[REPRESENTATION
Represcetton defined
Rules to remember.
ACCRETION
Meaning of acestion
2
2
8
3
8
8
6
46
46
”
8
0
51
Requitites of sete nnn
Is there caren in legal succes?
‘Acerion mong compuliory hes ~
‘Accretion among devises, legates, cc
Examples.
Oier eases
‘CAPACITY TO SUCCEED BY WILL OR BY IN!
1. Applies o both teat and intestate succession.
2. Capscty to suceoed is also called pase
‘ertumentary capacity
3, Kinds of incapacity.
4, Abwolute inact
5, Incapacity o succeed boca of pone
‘undue inaene
Incapaiy by reason of public ply or moray
Special dispositions
Ineapacity by reason of uaweriiness
Condonation
‘When is capacity or icapaciy tobe judged.
Prescriptive peiod for delartion of incapaciy
and recovery of property
12, Representation in ese of ineapacty.
15, Effet of acts of inespacitatd hl, esac,
‘or device with respect to healiry prope
@
ACCEPTANCE AND REPUDIATION OF INHERITANCE
1. Genera principles.
2. Forms of acepance
3. Who may acept or repudiate
4 Acceptance by erediors,
5. Peo for accepting or repudiating
COLLATION
Meaning of cllaon
Meaning of “nt collatonabe
Donation ier vtos
What should beet.
Collation by compulsory eis
@
a
6
6
co
6s
65wo.
Arpendts “A
In legacy or devise subject 0 oolton?.
Collation by grandee,
What ditions are not colstonabie
What shouldbe bought collation,
the thing o is vale?
How to equalize shares of his i the
is colton
Reimbasable expenses ofthe donce
Problems
PARTITION
General principles
How is parton made
Legal redemption among cosets.
Legal redemption among co-owner fer the
Delivery of tide to code if property remains
divided
tects of patton
Resirocl obligation of waranty among the bis
Adjudication of «crit t 2 coe
‘When obligation of warranty among o-beirs
Reston or mit of the pation
Rescitsion of partion on acount a eon
Inclusion ofa person not an hei inthe prion
isl Code ofthe Piipines
66
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SUCCESSION
IN A NUTSHELL
By Justo Aleta ¥. SompioDiy
Moves of transanting ownership
(@ aw
() dozusion
(6) estate and intestate sucesion
(At 712, New ivi Coe)
Terms
(0), Decedent~ applies t 2 deceased person whose property
sransnted dough soocston, whether he let # wil of
ator ~ appli to 8 person who |
(Inheritance ~ all property, tights and obligations of a
person which te not extinguished by bis death. (Ar 76,
Nec).
(0) The obligations of deceased ae only to the extent
ofthe value of the inerstance left by him to hie
heirs,
(i) In genera, obligations are tenemissible, unless
purely personal ike obligations between husband and
wie, and those non ansible bylaw of cont.
iy Esauples of rihts extngiched by deat
®) Personal vights like marital rights, parental
surhority, support, ston for legal Separation,
partershi, agen}:
{by Right to recognition of a legitimate oF an
eginate chi
Except when action has already been
Filed, (Ar 73, Fay Code)
Also ction strana to hee if eld
dies during minority or in tate of insaniy
His have yeas le the action, (Ar. 173,
Family Cody,a
Action already commenced survives,
notwithstanding death of ether party (i)
Action fer adoption isnot extinguished by
eat of adopter: (See 13, RA 8552),
(©) Right to hold ofce ob, pubic or privat.
(©) Right of a awyer to sepresent his lien
When are rights to succession transmitted: Rights to
succession a tensed fom the moment of the death of
the decedent (Art 777, NCC).
(@)_ Heirs become owners on date of decedents dest
although properties are dlvered to them inte.
(©) Both acceptance and repudiation retract to the moment
of det,
Kinds of succession: Succession may be:
(2) testamentary (by will sod,
©) egal or intestate by lav),
©
ted (ply by will and partly by operon of law) (Art
78, NCC)
‘What inheritance inludes: Not only transmissible riahts and
obligations at the sine of death bt alo thase which accrued
Since the opening ofthe succession (Art. TS, NCC)
Example: Alluvium, but noc popes acquit afer
‘he will ws made. which go tothe iste hes
oir, devise, lepatee distinguished (Art 782, NCC):
‘Heir ~ cated to he sucesion by wil ot by operation of tw
also one who suceeds by univer eo yal er
fraction or aliquot part of the estate. May be
Leics womtary, a when 2 fend or child is given
part ofthe estate tobe taken fom the fee portion.
Devisee: One given gift of teal property in wil
‘egutee: One given a if of persona ropety in a wil
portance of dstintion between heir and legateldevtsce
(6) Thete ae heirs in ett (Compulsory bes) and
(egal or itesste hs) section, “ee
Legateet and devisees exist only in testamentary
© In preteriton, an instituted heir gots nothing, while a
Iegite or devises gets the property given to hn as long
‘hte legtime i ot impaied: (A888, NCC)
Dual status of heir
(4). koa wil, «compulsory her may be given more thn bis
lepine,
(@) He ie compulory bet with respect othe legitime. He
fs voluntary bei with respect to the excess
(Hea compulsory heir dies ahead of the testator, his
Tepe goes to hi tld by rereseration,
The eld of «voluntary heir who predeccases the
testator gts nothing, Bacause there ne representation
tog volunay eis nor i the free prion
WILLS
Definition of will: An act whereby a person is permitted,
vith the formats prescribed by lat contol to a certain
Aegree the diepoition of is esate, to lake effect afer his
death. (Aa. 783, NCC)
Characteristics of «wil:
(@)Starwory
(b)Uniaterat eirs cant accept while ttt i stil alive)
{e)_ Solemn or forma
(4) There must be animus tstand
(6) Testor must have testamentary capacity
(9. Striely persona.
(0) Effective mors causa
(hy. Eseily revocable or ambulatory
Meaning of srt personal (8. 788, NCC}
(6) Cannot be fet in whole or in par tothe discretion
(i) Duration or ecacy of designation of bis, dvises,
or lgatees cr the portions given to them, cannot be
Teo the dscrotion of thied person,Interpretation of wil
(Gil) But the testator may entrust to « third person the
sibaon of speci property oe sums of money le
(0 a specified class or entse tnd the designation of
persons, institutions, end establishments fo wach
Property or money isto be given (Art 786, NCC),
Ec: Charitable isittions
2000 Law Class of San Sebastian College
(©) 18 admits of ditret interpretation, in ease of dott,
inuerpretation which wil make the dispositions epertivg
Shall be preferred (Art. 788, NCC), because tesacy i
prefered to intenacy °
(6) Ambiguities in wi
(Latent o intrinsic: Does not sppeat on the face of
the will andi isovered only by exis evidence
Ex: [institute my sive. (But I hive two sisters)
glee my piano to Liss (Bu ave two
(Pant or ceria: Appa om he eof he wil
Examples: insite one of my tee nephews
(but the nephew i nto,
T ve X one of my three cars
(Gidhou stating which ea).
(© How to esove ambiguities
(© Latent or intrinsic: Feam context of the will or
extn evidence, excaling the orl declarations of
the testator (A. 789, NC
(Patent or extrinsic: Consider the words ofthe wil ot
the circumstances under which the will was made,
but not the orl declustions of the tsar (i)
yo the ra deco of er
‘be considered? ”
Because to do so can sel in fnud, at
words of «dead man canbe distorted or peru.
(@ Words are 10 be interpreted in their ordinary or
grammatical seas, not inthe technica sense (Are 90,
Nec).
©
Examples: Natural child means child by nature
Use and possession of property oaly means
‘wut, nt ownership.
But technical words wed ae to be than ia the tecnica
sens, unless
(© contrary intetion appears fom the context, oF
(Git saintly appears ta will was dean solely by
the testator, and he was unacquainted with such
technical sense (Art. 70, i)
Example: “Amp” means defacto adoption
ot legal Guill) adoption
Afraeqird properties oto intestate hes
Rules of interpretation apply ointtation of eis a¢ well
sof legates apd devisees.
ty of wills
‘As to form (exinsie void): Depends onthe Taw in
Torco athe tine of excction (Ant. 793, NCO),
Inari validity Governed by be lin force atthe ie
of decedent's death.
(i) Legis canno pss a law validating void wil,
like holographic will executed before the New
Civil Code, because the olé Civil Code did not
recognize holographic wil
Gi Suppose the testator had no legitimate ascendant,
descendants, or wife, He died in 1949, He has &
recognized spurious child, bat mage wil lesing
AI is popes to a tend. His esate was seed in
SI, fe the wll valid?
(4a) The wil valid Because the inisi validity
‘ofa il is governed bythe Iw atthe time of
The estate's death. A spurious elild had 20
hereditary rights under te old Civil Code
(bb) But ifthe testator had died in 1951, the
furious ehild would get hit leptime even sf
born before the New Civil Code, because
oes determin the ime of dea of
“Testamentary capacity: (Art. 796 and ff, NCC)
dete ~ Capacity 19 make a wll,Passive ~ Capacity to receive property under 4 will
Who can mate wl:
o
@
cy
Those not expres prohibited by law (AR. 796, NCC)
(63) Fecal pesoas cannot rake wil his i evident
fiom the requiemen of soundness of mind
(66) Convits under civil intediton can make will
(ce) Spent can rake wil
‘Mast be 18 years of ae. (An. 797, NCC),
(4a) Thus, those below 1 cannot make wil
(6) But sexi inmate
Mast be of sound mind atthe tne ofthe wil’ execution.
Meaning, tha the testator knows
(ea) The nate of the extate to be distbutd
(08) The proper objects of ie bounty.
(ce) The character ofthe testamentary ae,
(Od age sone (ent snot enough. Must
be senile dementia (Seay of meatal faces de to
ald ag).
Presumption i sanity (Amt. 800, NCC),
Bt there is also presumption of insanity, if
cone moth o Tess before the making of he will the
{exator wae publly Known tobe insane (Art. 80,
i),
Supervening incapacity does nt invalidate
wil, nor supevening eapscity validate a will (Ar
01, NCC).
Forms of Wills: Nowrial and Holographic
«
Notaral will
()_ Must bein writing (Ax. 808, NCC).
(i) Must be execu in language of dslst known to
the testator (Ar 804, i)
Witnesses donot have to kno the it ar
language ofthe wil but the attestation cause (aot
‘he wil) st be ietrpreed to them (Art 808, fd)
(Gi) Mus be signed at the nd by the testator or another
person in his presence and at his express destion
(ae 805, ih,
Person signing should not be one of the
setng wines, unless Bee are aoe Han 3 such
witmesses, (in Re Will of Tan Dio, #5 Phil 07)
(iv) Must be atest and subteribed by thee of more
cree witnesses in the presence of the testator and
af eae another (Ar. 803, 1d)
Credible means! OF sound min,
18 year or me,
Not bing, deaf, or dam,
Ale tore and ite,
Domicile in the Philippines
(oot necessary 4 in)
Has not been convicted of
fasifieton, perjury, or
fale testnony,
(Ars. 820, $21, NCC)
But wtnesies donot have to
now the language af he
il except that the
testtion clase most be
fnterpreted to ther. (Ar. 80.
Also, bind or aniliterte can
‘make wil but he eannot
be a witness 0 wl.
(0) The testator of person who signed for him and the
vtnesses must sgn each and every page on the left
marin ofthe wil except the ast page
‘The signatures may be on the right, op, oF
bottom ofthe murgin ofthe wil (Avena. Garin
42 Ph 145, Neyuev. Mol 47 Pl 152)
But lack of marginal signatures is fatal
(sate of Tampoy v. Albertine, L-14322, Fe. 25,
1960),
(si) All pages of the will mast be colaively numbered
leer placed onthe upper part ofeach page (Ar.
805,11)
(4s) Means “One, Two, Three” But can be“, 2.3"
FA, B,C," o ILI. (Nayuev. Moja id;
Aldabav. Roque 43 Phil. 378)(68) Pospose: To prevent fad, eubstittion or
detest loss of any page. So, substantial
compliance is enous
(oi) Must haven atestation clause which must state
(et 05,1
(4s) The numberof pages where the wile writen
(68) That the testator signed inthe presence ofthe
witnesses aad the witnesses signed in the
presence ofthe testator and of cae othe
Purposes:
(43) To presere in permanent form the resord of
fae,
(08) To have proof of compliance
(Ge) To minimize commission of fraud or undue
intnce
Failure to state number of pages inthe
attestation clase i fatal (Re Andra, 42 Phil
1) unless numberof pags spear elsewhere
in the wll Singsonv, Florentino, L603, Oct
25,1952; Gonzales. Gonzales, 3272, Now
29,185),
(op Mat be notarized (Ar. £05:
(43) The following ate not esenil dite, place of|
cexceation, dhe reading of the wil 19 wines,
(6) Only the stesation clase interpreted to the
winese ithe langage isnot kaon to ther,
nd not the il sh.
(ce) The noay does ot have to read te wil exept
ifthe testator i ing (Ar. S08),
(8) The notary need not be peseat a the time of
(ee) Witnesses also need not appear before the
(9 Bat notary eat be a witness to the wil,
(6x) If the testator ie deaf of a deatmute, he must
personaly rid the wil of he mst designate two
sons (aed not be the aeting witheees) to rad
for commie the wilt im, but they mst Know
the sign language (Art 807),
o
(6) he testator Hin, he will shuld be ead to him
twice one, by one ofthe mebeerbing Wises, and
tain, bythe notary publi, (Amt. 808).
‘Bue: (a) A bin, det, ed dum an canot make &
vel because ofdifcalty of communication,
(6) The notary public esanat be one of the
aesting, witnesses, because he cannot
tcknowiedge his oo at
Holographic wil
(Language must be knowa to the testator. (Art. 804,
Neo)
(i) Remus be eniely writen, dated, and signed by the
testtr. (AR. 810)
(Gi) esenions,caeeiations, eras, alterations must
te autbenicated by the ful signatre ofthe testator
(hot 814); others the alltations, es. are voi,
but aot the il oa
ie) Iter ae dispositions writen below the signature,
they must be dated and signed in order wo be valid
(at 812),
(0) When there are disposition that ae signed but not
Aled, but the lst spon has a signature and
Ante uch date validates the dapsone preceding it
(an 813,
Advanages of holographic wis:
(i) Moc intimate and prions
(id) Unlikely to be influenced by fraud or undue
influence
(i) No wines, no marginal signs, no notation
{nd acknowledgment needed
(iv) Subject to no other frm (A. 810)
(4) Can be tad in ot ofthe Pailppines (i)
Probate ofholographe wl:
(i) foot contested, only the testimony of one witness
who knows the handwriting and signature of the
tensor needed (Ar. 1).
Gi) If the will is contested, a Least three of such
wesc ae required (A)o
®
(Gil) In the absence of said witnesses, expert testimony
ray be preseated. i).
Wits executed abroad:
(1 executed by a Filipino, it can be im any form
stblshod ia the country’ where he may beat he tine of
fxecution (Ar. 815).
(i) TE executed by an alien, will may be executed in
sccordance wih
(2a) Lex dont (rt. 816)
(00) Les national).
(62) Philippine law ft).
(G6) Lor lot celebrations (ple where testator was st
the ime of execution) (Art 17)
nt ill of Filipinos:
(9) Joint will defined: A will excouted by two oF more
persons inthe sme instumont, either forthe reciprocal
beaelit or forthe benefit of «tied person. (Art 818,
Neo),
Example: A and B exocuted a wll ia one
Distinguished from reciprocal oF mutual wis:
Reciprocal or mutual ills provide tht the survivor
of the testators wil succeed fo all or some of the
Properies ofeach decedent
Example: A made a will king his eit. B also
mad a il making A his bee
Mutu or reciprocal wills ae valid, bu if made in
fone instrument, they are void not because they ate
recip ut boca they af on
(©) Join wil, whether teieaal ono, are void (Ae. 18).
(Reasons why joint wills are vid
(@) To allow a8 much ae posible secrecy, «wil being @
purely personal act
(i) To prevent undue inlueee by the more aggressive
tester onthe ob.
(i) tn case of death ofthe vexators at ferent tines,
probate would be harder
»
(i) He iitaes against the night of testator to revoke
is wl at any tine, lke revocation by tearing ot
(0) In cae the testator are husband and wife, one may
be tempo to kill the oe.
(©) Void even i executed by a Filipino ina foreign country
whee ssh wile llowed (At. 819),
(How shout ot wilsexceutd by foreigners?
(If executed abroad and valid i the country of
execution, valid also here (lr Tcl elebaton)
(i) If executed inthe Philippines, void because it is
gains our publi policy
Devise, legacy, et, t attesting witnesses (Art. 823, NCC).
(@)_ The devise ot legacy i void, bt the wil valid
(©) If given tothe spouse, parent, o child of an atesting
wien, he legacy or devin ie albo vod ut he atesting
Witness can ail act as such, if thre are thre other
competent witnesses tothe wil) (Art. 823, i)
(©) But if the wines or bis spouse, parent, or child is a
compulsory her, be wil ot lee hi lepine
(@) Can scompulory heir bean attesting winess? Yes, bat
ny ope given to him ost ofthe free portion ie wo
(Can the notiry who acknowledges the wll bea witness)
No, because he cannot acknowledge something before
mse
Codie (or a smal wl
(2) Meaning (Ar. 825, NCC)
(A supplement or adiion too wil
(i) Made afer the execution of wil and anexed oi
vo be taken as par thereof,
iy Explains, ales, o adds to he orga wl
(0) How exrcated-
(oy With the same formats a8 will (Ar. £26)
Gi) May be notarial or bologapie
(6) Hos revoke
(i) A notarial witl may be revoked by a notarial ox
holographic codicil; a holographic will may be
evoked by a holographic or nour codicilA vata will can never be revoked by an invalid
od, whether expres or imply.
(11) Incorporation by reference:
Means a will validly exceuted incorporates only by
reference (without copying the whole thing) certain
documents or papers, especially inventories and books of
account, 1 save time and energy
Resuisies (ar. 820)
(@) The document or paper refered to must be in existence at
the time ofthe execution of the wil
‘Therefore, future papers cannot be incorporated by
refreove
(©) The will must cll deserbe and ident the document
xp, especially the numer of pages thereof
(6) The document or paper refered to must be identifi by
lea and saisficory pea (by pro evidence or evidence
‘nde
(@) The testator and the witnesses must sin cach and every
page ofthe paper o document, xcept voluminous books
fof account cr iventoies, but numberof pages mutt be
REVOCATION OF WILLS
‘When is revocation v4
i law applicable (Art 829, NCC):
(2) If done outside the Pitipines
(GIF by one o0t domiciled bere
(4s) Apply he In a the place where the will was
(bb) Follow the law atthe pace where the testator
vas domiciled a the ie he wil was made; ot
(¢e) Follow Philippine av.
(i) 1 done by one domiciled in the Philippines
(2a) Follow Philippine law (since his domicile is
here
() Follow the general rule of the fer foci
‘clebratons ofthe revocation (Ar. 17)
(©) fone in the Philippines —
Follow Philippine law whether the testator is
domiciled ia the Philippines oF not; Le. ler loc
‘celebrations of the revestion
Ways of revocation (Art. 880, NCC}:
(2) By implication or operation of aw, ttl or aria
(©) By an overt act (burning, tearing, cancelling,
blues.
(©) By a revoking will o codicil, totally or partially
expesly or imply.
Diferent ways of revoation explained
(4) By implication oF operation of law
When after the execution of a will, certin set or
events take place rendering void the will rotaly oF
partly (pesupposing # change of mind on the pat of
the testator ike
(© When the teator sls or donates the thing given as
legacy ot devise (Ar. 987, NOC}
(Gn cases of legal separation, annulment of mariage,
and estan of malty of mariage, with respst 1
the property vento the guy spouse (Art 45,50,
Fanily Code
(i) When an ei, epee or devises consis an at of
suwerthness under Aa. 1052, NCC.
When a credit given as a legacy is judicially
demanded by the testator (Ar. 936, NCC),
(2) When one or some of the compulsory heits ate
eterited or ited inthe wil, the inaittion of
hers oid, but the legacies and devisees remain
Valid as loag a the leptin is not impaired (Ar.
(0) By an overt act (burning, tearing, cancelling or
vbraing. or erumpling) (AE. 830, pa. (3), (NCC):
(i) May be done by the testator or another upon hie©
(i) The subjective phate ofthe act must be completed
(fy for example, even a small part ofthe will s
‘nes.
(Gi) There mast be expt o make wil the time of
(i) IF the testator threw his wil into stove withthe
ina of evoking ito thai wood be bumed ence
Someone ight the sow, but smncbody removed the
wil Rom the stove before it was Hpk there is no
‘evocation Beeause there was never the overt act of
‘ming
© If will is burned accidentally, there is m0
revocation in view of the lack of ition to evoke
(00 Tearing of the wil, even if igh or ony into two
Piess, enough revocation a log a the subjective
Phase is posed
(ci) Obliteration is rendering the words ilegible;
canceling is the drain of ines aeos he tx, but
‘he words rein legible
(cancelation ofthe sina eset revocation,
but eaneelation o eblitertion of aon-ital ports
leaves the other parts ofthe wl in force
(Gs) If 2 willis mutilated by eror or accident, there
being no anim revocand, thre i revocin.
(6) what was burned was nly the envelope ening
‘he will, thee sno revocton,
By the execution of another will
B32 and, NCC):
by a cole (Ae.
)- Revoking wil or codicil mutt be valid as to form
coterie, revocation is voi
(i) Revoestion ty subsequent wil o coil takes eect
even if the now will somes inoperative beease of
the incapacity or renunciation ofthe his, lates,
lov devisees (Art 852, NCO),
Gi) implied revocation by subsequent will (Ast. 831)
the subsequent will dose not revoke the fist
win an expess maser, aly thse dispositions in
the frst wil that are iacoasistent or contary tothe
Second will are aed
Reasons: (1) The la doesnot favor implied
(2) Btfors to reconcile must be made.
(Gv) Revocston based ona fake or illegl cause i void
(ae 533)
sample of filse cause: istinted A as bee
‘Then he leaned that A was already dead, 80 he
‘nade another wll nsttuting B. If A fms ot o be
Sill alive he and aot B inherits fom T, because the
revocation ofthe will in is favor was based on &
fale cause.
(0) Note the difeence between an invalid second will
nd-an ineffective second will If he second wil is
od, i anal revoke, IC is only inoperative by
reason ofthe incapacity or renunciation of the hei,
Tepe, of devises, revoestion takes pice.
(i) Doctrine of conditional revocation or dependent
‘lative revocation
“hie rofers to a revocation that i condiona
i, revocation takes pie ony i the contin is
ful.
Example: T makes Will No, (1), After one
week be executes Will No. 2). Then be tore Will
No. (1) pieces. Upon his dat, it was discovered
Tha his Wi No.2) had oe been validly excutd
1s Will No. (1) revoked, or should it be given
cect?
1 one case it was eld that Will No. (1) was
revoked because the tering was accompanied by
‘imo revocand (Diag v. De Leo, 43 Pil. $13),
eater, it was rule hat there was no revo
citer by subeoqunt will or by over act of tearing
case the tearing was prompted bythe fale beliet
thatthe second will wat validly executed (eee Ar
33, NCC, which states that revocation of a will
asco ale or illegal eau i ml and vod).
Or, under the doctrine of dependent relative
revocation, te reveition by destton or overt set
5 good only if he condition is lle, sme, dat
the revoking wile valid, Here, the condition was
‘ot flied: therefore, the revocation by over act,4d not materialize. (De Molo v. Molo, etal, L-2538,
Sept 21 1951),
(i) The second wil refered to by the testator a his ast
vl votes his fst wil especialy if he provisions
ofthe two wills are inconsistent, Ike a8 who ae
eng insu a heir
(8) Remember tht the testator can revoke his will at anytime
before his death
(8) Recognition ofan legitimate child in wil oes not lose
ite effect even i the will ls revoked (Art. 34, NCC).
REPUBLICATION AND REVIVAL OF WILLS
Definition of Ter
‘Republeation isthe at ofthe testator of resting a
will which i void as to form (like there were ony two
tenting winestes of here was no ateation clase) oe which
had ben revoked (Ant 835, NCO),
Revival isthe restoration of validity to 8 previously
revoked wil by operation of aw.
Modes of Republication
(@)_ Re-exccution of the orignal wil (copying the orginal
provisions thera)
(6) Execution of a codicil refering to previous wil (aso
known a implied republication) (Ar. 836, NCC),
tes and imitations of republication:
(0) Hal void as 0 form (ike there were only tw
etng witesse there was no atsation clause), the
ow wil ast eepeodace or ops all he provisions ofthe
frst wil
(@)- But te effect ofthe wil i the date of execution of
the new wil not of the ol wl.
(i) TET gave all my cas to A ia ny fest wil which
turned out void as to form, and copied all ite
‘rovsions in a acoond will and I had only 3 cars
‘when I executed the frst will and & care when I
executed the second will my heir A wil ge 8 cas
(©) If will is void as to form, i cannot be republished by
sere reference ina codil. There must bea ew will of
dill reproducing all the provisions ofthe first void
wl
But if the first will was valid but had later been
revoked, + codieil merely refering tothe revoked will
revives ssid voi wil Tere f a0 need to reproduce the
provisions ofthe rvoked wil. The wil s however,
tffetve a ofthe date ofthe code.
(14 will ie void due to fraud or undue inuence, the
cxcetion ofa cdi efiring to the previous void wil
fs suficintrepublcaon. There is no need to repdace
its provisions, (AR. 836, NCC).
ales on Revival (Art. 837, NCO}:
(@) If the second will expresly revoked the First will,
revocation ofthe second will does nt revive the firs
(6) IF the second wil only impliedly revoked the first wil
(ike having inconsistent provisions), revocation of the
cond will revives theft il
(the second wil revoking the Fist wil invalid, the
frst wil ssl festive because the revocation is void
Amother Case of Rev
While the preterition of « compulsory heir anal the
instution of hei, ail i the omited hei dies ahead of the
test, the ineittion of es revived, without predie 0
the right of represenation (AR. 854, sec. par, NCC).
PROBATE OF WILLS
‘Study Rules 73 to 90 ofthe 1997 Ras of Cit Procedure
‘on Setlment of Esate of Deceased Persons
Meaning of probate: The act of proving before «competent
court the due execution of a will by a person with
testamentary capacity, and the approval ofthe will by said
Necessity of probate: No will shall pass real or personal
‘property unless proved and allowed in accordance with the
17Rales of Court (Art. 838, NOC).
Probate ofa il conclave as to
(2) due exeation ofthe will
(©) testamentary capacity of the tsar,
‘Two hinds of probate:
(3) During the testator’ item (ante mortem probate)
Reasons: () To prevent of minimize fraud intimidation,
(oF undue influence inthe exciton of wll
(To enable the testator 4 comet at once any
‘ulure to comply with the legal requiem,
(Report ofthe Code of Commission, p, 53-54)
Note: But the testator can sil revoke bis wil although
already probated during his lifetime
() After the testes death
Grounds fr disallowance of wills (Art. 839, NCC).
(@)_Formaitesrequited by law were not compli with
(©) Testator had no testamentary capity atthe time of
exceution of the wil
(©) Will was exeouted trough fre, duress, or influence of
(© Will was procured by undue and improper pressure and
influence on the pat of the Beneficiary or some other
(Signature of the testator on the will was procured by
fea,
(9) Testaor acted by mistake or did not intend thatthe
infrument he signed shuld be his wil when he signed it
Remenber:
(@) The grounds for disallowance of wills in Ant $39 are
exclusive; no other ground ean serve to disallow will
(Peeson Corel, 45 Phil. 216).
(0) While the presence of force, dues, fear or threat in the
execution of a contact renders it merely voidable (ie
‘apale of raifcation), thei presence in a wll ender the
wl yd
(©) There is undue influence when the testator does something
‘beause of fear or desie for pesce or from any oct
fecng that he is unable to resist (Torres v. Lape, 48
Phil. 72}. Bat he who alleges undue influence must
‘ove i (Macapinaev. Alimorong 16 Phil 1),
(Thee is no und influence if the esttor gives the whole
fice portion to an ilegiimate child or a mistress. Mere
affection, although illest, snot undue inflvence, as
Tong asthe giving was volunay (Cou. Pemandez Den,
42 Pil 536),
However, a mistress is incapacitated to inherit, on
{he ound of publi morliy and public policy (At. 1028
in elition to Art 739, NCC),
(©) Fraud and undue influence are mutually sepugnant and
exclude each oer ab that thee jinder at grounds for
‘opposing probate shows the absence of definite evidence
‘guint the validity of the wil (Lesiano v,Iasano, I
18979, Juge 30, 1968),
INSTITUTION OF HEIR
tiation of Hees”:
Meaning of
This “an act by vine of which a testator designates in his
will he person of persons who are to succeed hi in bi
propery and transmissible rights and obligations”. (Ae. 840,
Nee).
Requisites for alld instttion of betes:
(a) Refers cly 0 voluntary hei; cannot affect helene
(6) Applicable sso to devisees and legates
(6). Exists only in estamentryeucsesson,
(@)_ Even a conceive sild can be instituted, sbjoct to A.
Dad 1 of NCC
(6) Heirs, lepatecs, and devisees must be certain or
sseerinale
(There must be 90 preterton, except that devises and
legacies ae valida Tog asthe Tegidme is ao imped
(&) The instttion must be effective; that, there it no‘Predecease, repudiation, or incapacity of heirs. (Art. 841)
(@) The wil must be exnsclly and itnscally val
@ 1 the instton is pari the remainder ofthe estate
008 to the intestate hei (At. 841,
Other rules to remember:
() An heir most be designated by his name and surname,
tnd when two persons fave the sue name the wil mus
indieateeioumstances to identify the her (Ar. 843,
Neo),
[Even ifthe name ofthe heir i omitted if there is no
Aout a ois deat, the iatiaon is vai (A. 843),
x: "My oly boda” (he ttntor as only one rhe)
(©) Bre in name, suman, osirumstances of the he shall
‘ot vitae the instiution i he ean be ascertained in any
other manner (but not by the oral declaration of the
testator) (Ar. 84).
If several perons have the same name and surname end
simile circumstances, and even withthe presentation of
‘ihe proof the bei canaat be iene, none shall bean
hie. (Ar. 844),
(¢)Instuson of an unknown person is void, (Ar, 845)
Examples: “institute my frend.” (But ave many
friends),
“Linaitte my student inthe 4 year of the SSC College
of Law” (have many such stdent)
(© Special kinds of insttaton
©The poor in general (Apply Ax. 1030, NOC)
(i) The reatives of the testator (meaning those nearest
in degree) (Art, 959),
(Gi) *X and is tien” (Are. 849) ~The ae insted
simtanousy
®
@
(ie) "My brothers and sisters” ~ ually, even if some
are fill and some half Blood (A. 848),
(@) Heirs instituted without designation of shates inherit in
gual parts (Art. $48), But this does not apply tothe
lene
(©) °Tinsined bis 200 A and hie friends X and Y to bis
PIM esate, Divige
0
o
0
«
o
@
©
©
First give his leytime of P800,00.00.
Then, divide the ether PS00,000,00stnong A, X
and Y equally
“Tinstted A and Band he dee children of Chis
estate of PLO0,000.00" How should the estate be
divided?
Divide the estat nto fve (5) equal parts.
Tinstituted his two Lrothers and thes half-sister,
Divide
(]) They ger equal shares (Art 48).
Gi) Remember, though, that in intestate succession,
{ul-bood ges double share ofthe half-lood
“Tinstted A snd theater's 2 cident his estate
(fF 100,000.00. Divide,
Divide the estate into tree (3) ual paris oF
shares; fe, the heirs inherit simultaneously, not
successively (Art. 849).
A statement ofa fale cause in he ination of here
‘considered not writen unless it appears fom the will
‘hat the testator would nothave made he insttuon had
he knowm of the falsity ofthe cate (Art 880)
tins my student X fr geting 10
Law inthe last bar examinations”
‘The institution eval vente stent did not
get 100% in Civil Law, What is daregarded isthe false
‘nue, not the institution,
inci
1 institute my friend F to 1/2 of my PIM estate”
Who gets the other 1/2?
The intestate bets (Ar. 51).
A voluntary hei who des before the testator or who
‘proves toe incapacitated tansmits nothing this eis
(2.856),
(0) Thereieno representation among voluntary ber
(ai) ‘Thee sal no representation in legacies and
devises,
“T hascildren AandB. Absa A-1 I Tinsivtes
bischilden A and BtohisPM esate, but A diesabead
(OFT, who gts his esate”
a‘Ac! gets A’s legitime of P250,000 by represents
tn The remand fin ee pees Bs
Componente
(©) Renee hat «psn wh eases cmt te
recone (at 9
PRETERITION
Art. 854, NCC: “The pretention a omission of one some, o
allof the compulsory eis inthe dit line, whethes Living at
thetime of the execution ofthe will or brn arte death of
‘estar, shall ann the institution of but the devises and
legacies shall e valid ins far as they ae not inofitous
1K the omited compulsory bets should die before the
‘estar, he instton shall be effectual, without prj to
the righ of representation.”
Total omission of one, some, oral of the compulsory
heii the deat in,
(6) Omission may be inteatona or unintentional.
(©) Compulsory bis mast inthe direct line (asecndants
and descendant).
(@ Conpatsory heirs maybe vigor conceived atthe time
ofthe nation
(©) The institution of bei shal be annulled or void, but
legacies and devises remain i mt noficious,
(© Iteomiedheirredcenses the tester, the insion
is effectual, without prejudice to the right of
(@) legitimate ascendans o descendants are included.
(0) I 8 compulsory heir i given avery small share,
complete only his legitie. There is preterit,
(© tfachild hasbeen given donation infer vv. there is
"nopretrton because the donation san advance on hin
legitime Soe isentidedenly tothe completion ot his
lepitime.
©) The omission of the surviving spouse in the wil isnot
Pretritonbesause she is not» compulsory heir in the
‘rect ine So, give er th legitime given o ery lav
()_Iebvother or sisters re omited, hee is no preterition
2
‘because they are not compulsory heirs and notin the
ct ine,
(©) “Thas hvce sons A, Band C. Hemakes wilinstiting
‘Aand Band his trend F. Who ges his ette?™
‘Ans: F gts nothing since he i voluntary bei,
not a legate or oevisee. The institution is annulled
because of peertionor the omission of. But if Fas
legate o devise the gifts valid nt noficis 1
Inofiious, itis educbe
SUBSTITUTION OF HEIRS
“Meaning of “substitution of hee
11s the appointment of another heir default of
afer the heir cgay nated (Art 857, NOC).
Purposes of substitution of heirs
(@) To prevent the propery from falling ito the hands of
people not desized by te testator.
(©) Topreventintestatesucesson
(©) Toallow the wstator greater freedom to reward those
‘more worthy of his affection and bounty than is
‘intestate eis
‘Note: Tere may alsobe substiution of legates and devises.
Kinds of substitution (Az. 858, NCC)
(2) Simple, sdgor or common (As. 859) (Without stating
the reaions for substation),
‘One or more person sibs he insite eis
Incase of predeease, repudiation, or incapacity
[ExT instituted A ashis hei, but provided in is
wil that in ease A cannot fr any reason receive the
‘nertance, he shal be substiated by B
simply, T designates Basis heirand Cas B's
subst
0) Brag An. 860):
x: T institutes Aas his hee, with Band Cas
substitutes (AM. 860),
(2) Compendious (Art 860)
xs And B are ntitted, with Cas subsite
B@ Fideicommissary substitution (Art. 863) ~ Soe
scursionbelowand next pages
(0) Reciprocal Art 86)
x: Aand Bare insted, withthe provision that
IFA predeceases, renounces, of turns out t0 Be
Ineupaciated,B subsites him, and vice-versa,
Even if the orginal shares given to A and B are
otegul ike A was given 23 and I'S of he tesalor's
‘ext, since the institution reciprocal, either Ao B
predecoates,renounes, ois ineapaciated, the other
ts the orignal share ofthe one orginally insite.
(9 Remember tat he cause forthe substiution aed nat
be sated, in which ease the svbsition applies in
peedevesse, renunciation oF apes
Fideicommissary substitution (Ar 863, NCC).
"T insites A as first her or fiduciary, but he must
preserve and transmit the estate to second het B called
fideicommissary orbeneficiary, with he following conditions
(@) Thesubatintion does not appytotheleptime (Ar. 868).
(©) Thefideicormissry substitstion must be express
the obligation to peeserve and transit the propery 10
the second ber is clearly imposed.
(©) The second het should not go beyond one degree or
ne transfer from the it hei (Art. 863).
(©) Both heir inbert om the testator
(@) Both eis must be living rat leat conceived atthe
time of estates death,
(9 The second ber acquires hs right from the time of the
test's death fhe des before the fist ir iciary
ies, his (he second ei’) right pases to his eis
(art 866)
(&) The frst heir enjoys the property almost like @
swsutactary (Ar 866),
So: () Hecinot alienate the property:
(Gi) He sented to ein of wef improve:
ments, legitimate expenses, and credits
(ar 865),
(8) One degree mean one generation or one wanser (0,
the second beircan be juridical person,
(Since the substtate must be ane degree from the fist
on
to
0
tei he mist he a parent o child ofthe ist hee, He
cannot bes brother, bese boris two degrees om
the fate
Thenulity ofthe Sdeicommisar subsiton doesnot
Prejudice the validity ofthe instiuion ofthe fst ee
‘The Fideicommissary clause is simply deemed not
writen. (Art. 868).
Remember also
®
o
®
©
©
®
‘Suppose the fiduciary dies aead ofthe testator the
second hee gt the propery nota fdeicomminsry
butaea simple subsite, to ve eet tothe testator’
But ifthe second heir or fdecommissry dies
thoad of the testator, there 18 no fideicommssary
‘usb boaur both ein mast being atthe me
‘ofthetesttr's dest, since both ner fone ese
However, if after the testator’ death, the
fidecomunisary dies ahead ofthe cir, the righ
of ieicommissary (or second het) passes this heirs
(An 866),
he ica registers the propery in his mame without
the fideicommisary substitution, innocent parties se
protected
However, ithe property is unregistered, the buyer
scquires only the sles rights Le, subject to the
Fieicommissary substitution
The fiecommissry ea sortofnaked owner ownership
iseonsoidied in hin upon transmission ofthe property
tohim
The second heir canbe, a8 stated above, a juridical
person, provide there i only one transer
The secon hei, being an ei als ofthe testator, must
‘eeapactted to suceed the testator, not the first bir
orf
“insite A as frst heir and Bas ieicommissary or
secondbeir.AprodeceaesT. Will Binhent when ies?
"es, not ae ideicommissary bua an ordinary
substiutebet
T instituted A as frst heir and BA's brother, as
fideicommissary or second hi. died and his propeused ont A. Upon A’s death, will B ge the propery?
No, The fideicommissary substation isnot valid
because B is second degre fom A. Property wll goto
As eis, teste oe mtx
(0) Tinsiuted a fist heir A’ von Alas second hit
and Al's mother is thied hein. Ie this = valid
Fieioramissay substitscon?
‘AS far a6 A and A-1 are concemed, yes. But as 10
Act's mothe, no Because she ir not cae depce from A,
in fc, she may not even be related to A by blood. But
she may sill get the propety from Act by testa or
DISPOSITIONS WITH CONDITIONS OR TERMS
1
2
Applies tothe free portion; never tothe legtime
Kinds of tn
(9) ih a condition: Bis insited provided he pases the
2010 ber exams
0) With o term: B is insted beinaing 2010,
(©) For a certain purpose or cause (Modal institution): Ais
ven P 30,000 fo be epent forthe interment ofthe
With Condition:
(2) Impossible or illegal conditions and those agunst good
customs ae demod not inposed and do aot pice the
heir even ifthe testator should provide otherwise (Ar.
373) Only the condition i vod.
(©) An absolute condition no! Yo marry i vod for being
against good morality and public policy. lence, she
Alspostion is deemed not subject tos condition and ts
vali. (A873)
{€) Absolute condition no 10 remarry i ls wid a aginst
‘morality and public plicy, exept:
(When imposed on the widow or widower by a
deceased spouse. If the condition is vielted, the
widow or widower gets only hisher leptin. Free
portion goes tothe intestate heirs ofthe deceased
(aa)
When imposed on the widow/widower by the
sendants or descendants of the deceted spouse
faa)
“
(8) Examples
(0) insted fiend povided he wil never mae.
marie after T's death,
Fis sil ented 0 inherit from T beesse
the condition immoral
i) Hinsttoed his wifes sole heir there are no other
compulsory Beis) an condition that when she
becomes a widow, she would not remarry. Two
yetrs afer H's death, the widow remaried
The condition iva as othe free potion.
Bot the wife stl gets er eatin.
i) insted is frend B provided he does at
many
The condition is valid because it nt an
shsolut prohibition.
(©) Disposition capttora: A diposition on coniton that
theft shall ake in his will prowsionin favor ofthe
testator or anyother person. (Ar. 875)
The disposition isefs void, rst coin.
So the her gets aohing Because He nsiation 1 a
lity
(0) Pacesaive condition (Art $76) The ftfilment depends
Solely onthe heir and must be performed by him
personaly
(i) Mustbe fulfilled as soon asthe het earns of
thetestors deat,
i) When condition bas already een complied
vith and eaanat be complied with again
‘Condition is deemed fale (Ar, 876)
x The heir must eam how ta play he piano
(i) Substantial or consirucive compliance is
Enough iat i the ir ed his best).
(a) Casual or mised condition (AR. 877:
‘Casual — depends upon chanse or the wil of
‘hid ern.
Mixed — depsnds pay on the wil of the hes
‘an pany upon chance o the wil of thi
pevson
Examples; Ua Abecomes 2 ly
“That wins fist prize inthe lt.®
o
conteae te ine Miss Universe beauty
ales:
(© Condition may be fale befor or afer te death
ofthe testator,
(Gi) steady complied with and testator was not aware
ofthe complince, aleady deemed fulfils
(i) already complied with and tesatoe was aware of
the compliance, deemed fuliled if cannot be
complied with agin,
xs Tha B becomes ler,
(iv) Asai, substantial oF constructive compliance is
sulci,
‘Negale poesavecondtion
(A instintes B provided he stops smoking
(GB gets the propeay upon giving security, and wil
‘veto rer the propery incase of conraveaon
of cooton, with ful and interests (Av 879).
Positive potestatve condition
(© A insatesB provided the ater leas how to play
‘he pana,
(i) Upon A's death, the property is placed under
administration until the condition is flied (As,
80,
4 Wi Term
@
®
Distinguished from condion
A term issue t happen, It merely suspends the
demands of ihe
x. give this property to X upon his mother’s
death. (The moter wil surely di)
A condition not only suspends the demasiebily, bt
even the acquisition ofthe igh el. It ty ce may ot
Iappen.
Ex. [give this property 10 X i his mother des of
In a disposition witha term, the heir acoutes the right
Pending arrival of the term, and transits the right to
2»
i
©
®
‘his heirs even before the arivl of the term (Art 878
NCO). This is beease aterm is sure to happen
But if the instituted heir under a suspensive
condition dis before the condition 1s fulied, he
‘eansmits nothing this becausehe never inherited
from the testator
Kind ofterms
(Suspensive: Begining 200.
(9) Resolatry: Effet cease on December 12003.
(ily) Bx dic in diem: From a certain day t a een
ay ke fom year 20022010,
ules follow
(© Tinsinuesbisbrother for yersafter seu
‘A enters possession at onse, which wll end
sie yeas.
(i) Tinstutes his bother A years fiom his (T's)
death
This isa suspensve term, The legal eis
fnter into possession of the property inthe
reantime before atval of ttm alter giving
security (AP. 885). A get the property only afer
5 years fom testator death
(i) TinsotutesB subjettoa sespensiveconiton: I
T dies, the property shall be placed unde
sdminisation unil the condition is flied
(ant 880),
Insuspensive term, the legal irs nt into
tne possession of the property before term aves,
sulyect to giving security (Art 85),
Ifthe legal ais donot pve security, pve
the property under administration (Ar. 880)
(9) Ainstates B upon the deth of
(aa) Legal eis posses property until the term
arvesafer gvingseuunity. security int
ven, pce the property under adminis
(bb) Instiuted heir who dies before the av of
the term aansmits sights this owns,
‘Thsis because the erm is suelo come
2»Mod
‘May be statement ofthe objet ofthe institution. or
theplsstion othe proper fr actin xpos, ora char
Jmpored onthe bei oe egteldevse
(@ Bvanples
(0) institute A to my estate fr his legal education,
(i) Linstiae Aas my hee provided he devotes 50%
ofthe income ofthe property othe establishment
‘fs professoal char im Civil Law atthe San
Sebastian College of Law
(0) Resto fal
(0) The inheritance canbe immediately demanded
provided the er gives security for compliance
With the wishes of esto, (Art. 88).
(6) Hiemstra propery with ruts and interests
if obligation is disegurded (Art 882).
(@) Distinguished from suspasive condition in
that suspesive conditions ot et filed,
propery = not demandsbl even i security
fs offered, In modal institution, propery is
‘mmedistely demandable provided ber aves
Security for compliance with wishes of
LEGITIME
Definition oflegtime:
That partofthe test sestate which be cannot dispose
of becaur the law has reserved it for his compulsory hes
(are 865, NCC)
Who are compatsory hers?
(@) Primary compulsory heirs
(i) Legitimate children and their legitimate
(i) Sorviving spouse
(Gi) legitimate children and their descendants,
wheter leptimate or iegitimat.
(©) Secondary compulsory ets
(i) Legitimate parentsand othe legitimate ascendant
to
‘(they inherit only in default of legitimate children
snd their descendants).
(i) Mlgiimate parents (the iegimate ascendant:
rot inched). They snert only default of
legitimate and legitimate children and the
respective descendants,
Remember:
(a) _ Purpose of legitime is protect he surviving spouse
and the children from the unjustified anger or
noughdesness of the testator.
(@) _thereareno compulsory hes. hee can eno eine
(o)Thetestatorcanot deprive the compulsory heisof thee
lege except trough valid disnherance.
(@) Thetesttorcanot impose any condos substitutions
or burdens onthe lepine except the ond thatthe
txtale wil note divided fara period not exceeding 20
Years (Ans 1083, 494 NCC),
(e) Donations intervivor ate to be reduced if found
inofiious (Le, they exceed the fee potion.
(9 Compulsory heirs ate not compelled to accept their
Teptime
5
imes of compulsory hers
(a) Legitimate children — 12 of ett divided by eumber
ofeiren,
(One egitmate eid — sil 12
{e) One legitimate child and surviving spouse—
Child — 12
Surviving spouse — 18
(a) Twoormore legitimate children and surviving spouse:
Legitimate children — U2
fe) Two or more legitimate children, surviving spouse
Sate shareas ne legitimate
‘Meiate children
Legitimate dren
ul te taken othe fee ptian) |
Heimat eilren ~ Each gets 12 of share
we legitimate ell (Alo w be taken trom the Tee
(Leptin parents and Surviving spouse = 1/2, 144‘Surviving spouse and illegitimate children:
Surviving spouse — 13
Megiimate eitren — 1/3
(0) Legitimate paces, surviving spouse legitimate
‘children — * a
Legitimate parents — 12 (even if there i oly
one patent).
Surviving spouse — 1/8
Megiinate children — 1
© Leginmate parents only — 12
O) Mlegiimateciten only — 12
(Surviving spouse only — 1/2, but i mariage was in
articado mors and testator ied within 3 months om
‘mariage, 13; if partes, however, had lived lopether
for more than S years before thei mariage 12.
© Legitimate prensandilletimate children
Legitimate parents —172
Miepitmatecilen — 14
(es) Megtimae parent only — 1/2
(0) Mlepitimate parents and surviving spouse
Megiimate parents —14
Surviving spouse — 1/4
(6) Megitanate children only — 1/2
(©) tegitimate parents and illeptimate children
Parenis— None
legitimate etiaren — 12
Remember as:
(©) Legitimate chive svaye got 1/2 ofthe exate as
icine, Andthiss eevee oly onc
(6) Legiimate paces secon computer eel
alvays et 12 ofthe estes the ition ths
tc evenf ere sony one pate pert
(©) Therein representation he sending
(8) Theleptime ofthe surviving spouse mut be pai fest
ae tn den pee pana
hile euhf tem might get 2 ht
‘leit child.
(©) Theresa reresenatio oiling cien,
2
(H)Mlegitimate children do not inherit abinestato from
leptime children and celatives of thir leit father
and mother because of the barrier, and vice versa
(992)
(@) Brother and sinters are not compulsory his, but they
‘weintete heir Soa tsar cn give his et estate
‘osuangesinhis wll excluding is trohes and sere
(8) Todetermine the etme, get the valve of he proper,
minus debts, plus the value of donations subject 10
collation (Art 908),
(© Donations to children shall be charged to theirlegtime;
donations to strangers shall be charged tothe free
portion: i they are inofcious, the sal he reduced
(art 909),
The egitime of legitimate parents shall be divided
becween them equ, Ifone parent i dead, the other
sets the whole eine
(&) the testator has no legitimate paren but is survived
by asendants of equal dewre, the legiime shall be
divided equally between patral and maternal lies IF
theaseendants are of diferent degrees, the ones nearest
in degre get teenie legtime (Ar 889),
Reserva Troneal
‘Art 891,