Succesion Reviewer

UST GOLDEN NOTES 2011
SUCCESSION I.GENERALPROVISIONS A.DEFINITION/WHATISTRANSMITTED Q:Whatissuccession? A:Successionisamodeofacquisitionbyvirtueof which the property, rights and obligations to the extentofthevalueoftheinheritanceofaperson, are transmitted through his death to another or others either by his will or by operation of law. (Art.774) Q:Whatisthebasisofsuccession? A: 1. Negative Theories refer to those which deny to succession any rational basis and which have been formulated by the individualistic and socialistic schools. a. There can be no testamentary succession because these rights are merely the creations of thewill of a person who is devoid of any will,beingalreadydead. b. There can be no intestate successionbecausethecommunity of property in the family can only be conceived of as long as the latterexists.
Note: According to this view, the properties of the deceased are converted into res nullius which, to the judgment of others, fall under the ownership of the firstoccupantwhogenerallyistherelative nearest in degree and, to the judgment of others,belongtothestate. Note: Under this theory the basis of successionisasortoffamilycoownership with the result that legal succession is the normal procedure and testamentary succession, the exception or one of the limitations.
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Positive Theories Those which base succession on the right of property. According to this view, succession is based on individual ownership and the power of the owner to dispose of the same. a. If an owner can freely dispose of his properties with such conditions as he may deem convenient, then itfollowsthathecandistributethe same after his death since the will is nothing more than the instrument of alienation subject to theconditionofdeath. b. Those which base succession on therightoffamily
Eclectic Theory According to this view, the basis of testamentary succession is the right of ownership but the basis of legal or intestate succession is the ties of blood and the right of family co ownership.(Caguioa,p.2) Q:Whatarethecharacteristicsofsuccession? A: 1. Itisamodeofacquisition; 2. Only property, rights and obligations to the extent of the value of the inheritancearetransmitted; 3. Thetransmissiontakesplaceonlyatthe timeofdeath; 4. The transmission takes place either by willorbyoperationoflaw. Q:Whataretherequisitesofsuccession? A:DATE 1. Deathofdecedent; 2. Acceptance of the inheritance by the successor; 3. Transmissibleestate; 4. Existence and capacity of successor, designatedbydecedentorlaw. B.SUCCESSIONOCCURSATTHEMOMENTOF DEATH Q:Whenarerightstosuccessiontransmitted? A: The rights to succession are transmitted from the moment of the death of the decedent. (Art. 777)
Note: Although, the provision states that the rights are transmitted upon the death of a person, it is rathervestedupondeath.
3.
Q:Whatistransferredbydeathinsuccession? A: Only the property, rights and obligations not extinguished by death are transmitted to the heirs.
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CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM
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Q: Are afteracquired properties of the decedent transmissible? A: GR: Property acquired during the period between the execution of the will and the deathofthetestatorisnotincluded. XPN: When a contrary intention expressly appearsinthewill.(Art.793) Note:Appliesonlytolegaciesanddevisesand nottoinstitutionofheirs. The inheritance of a person includes not only the property and the transmissible rights and obligations existing at the time of his death, but also those which have accrued thereto sincetheopeningofthesuccession.(Art.781) Q: What is the general rule as regards transmissibilityofrights? A:Iftherightorobligationisintuitupersonae,itis intransmissible,otherwiseitistransmissible.
Note:Intuitupersonaemeansstrictlypersonal.
Q: What rights are not transferred by the death ofaperson? A: 1. Purelypersonalrights; 2. Rights which are made intransmissible bystipulationoftheparties; 3. Rights which are intransmissible by provisionoflaw.
Note: All other rights are transmissible to the heirs uponthedeathofaperson.
Q: What are the rights that are extinguished by death? A:PAPULP 1. Partnershiprights 2. Agency 3. Personaleasements 4. Usufruct 5. Legalsupport 6. Parentalauthority Q: What obligations or contracts are not transmittedbydeath? A:Thosewhicharemadeintransmissible: 1. bytheirnature; 2. bystipulation;or 3. byprovisionoflaw(Art.1311)
Note:Thisisanexceptiontothegeneralrulethat contracts or obligations are binding upon the parties,theirheirsorsuccessorsininterest. Q: What are the obligations that are extinguishedbydeath? A: 1. Monetary obligations are not transmittedtotheheirs. 2. Nonmonetary obligations are transmittedtotheheirs. Q:Mayheirsbeheldliableforthedebtsor obligationsofthedecedent? A: GR:No.Itistheestatethatpaysforthedebts leftbythedecedent. XPN: It is true that the heirs assume liability for the debts of the decedent, although it is limited only to the extent of the value of the inheritance received. (Estate of Hemady v. Luzon Surety Co., G.R. No. L8437, Nov. 28, 1956) Note:Theheirsarenotpersonallyliablewith theirownindividualpropertiesforthemonetary obligations/debtsleftbythedecedent. Q: Is a contract of guaranty extinguished by death? A: No, because a contract of guaranty does not fall in any of the exceptions under Art. 1311 (relativityofcontracts).Aguarantorsobligationis basicallytopaythecreditoriftheprincipaldebtor cannot pay. Payment does not require any personal qualifications. The personal qualifications become relevant only at the time theobligationisincurredbutnotsoatthetimeof discharge or fulfillment of the obligation. (Estate of Hemady v. Luzon Surety Co., Inc., G.R. No. L 8437,Nov.28,1956) Q: The wife died while the action for legal separation was pending. Her children, however, wanted to continue the action. They ask that they be allowed to substitute their deceased mother, arguing that the action should be allowedtocontinue.Decide. A:Thechildrencannotbesubstitutedinanaction for legal separation upon the death of their mother who filed the case. An action for legal separation is purely personal on the part of the innocent spouse because such an action affects
ACADEMICSCHAIR:LESTERJAYALANE.FLORESII UNIVERSITYOFSANTOTOMAS VICECHAIRSFORACADEMICS:KARENJOYG.SABUGO&JOHNHENRYC.MENDOZA Facultad de Derecho Civil V ICE C HAIR FOR A DMINISTRATION AND F INANCE : J EANELLE C. L EE VICECHAIRSFORLAYOUTANDDESIGN:EARLLOUIEM.MASACAYAN&THEENAC.MARTINEZ
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the marital status of the spouses. (Bonilla v. Barcena,G.R.No.L41715,June18,1976) Q: Fortunata died while her action for quieting of title of parcels of land was pending. Does her death result in the extinguishment of the action ormayherheirssubstituteherinthecase? A: Her heirs may substitute her because the action is not extinguished by her death. Since the rights to the succession are transmitted from the moment of the death of the decedent, from that moment, the heirs become the absolute owners of his property, subject to the rights and obligations of the decedent, and they cannot be deprived of their rights thereto except by the methods provided for by law. The right of the heirs to the property of the deceased vests in them upon such death, even before judicial declaration of their being heirs in the testate or intestateproceedings. When she died, her claim or right to the parcels of land in litigation was not extinguished by her death but was transmitted to her heirs upon her death. Her heirs have thus acquired interest in the properties in litigation and became parties in interest in the case. (Bonilla v. Barcena, et al., G.R.No.L41715,June18,1976) Q: Can the heir enter into a contract of sale, conveyance or any disposition pertaining to his interest in the inheritance even pending the settlementoftheestate? A: Yes, because his hereditary share/interest in the decedents estate is transmitted or vested immediately from the moment of decedents death.Thisis,however,subjecttotheoutcomeof thesettlementproceedings. Q: What is the nature of the transaction entered into by the heir pertaining to his hereditary share in the estate pending the settlement of theestate? A: The effect of such transaction is to be deemed limited to what is ultimately adjudicated to the heir. However, this aleatory character of the contract does not affect the validity of the transaction. Q:Mayanheirconveyfutureinheritance? A:Nocontractmaybeenteredintouponafuture inheritance except in cases expressly authorized bylaw(Art.1347). C.KINDSOFSUCCESSORS Q:Whatarethekindsofheirs? A: 1. Voluntary called to succeed either by virtueofthewillofthetestator: a. Devisee b. Legatee Note: An heir is one who succeeds to the whole (universal) or aliquot part of the estate. Devisee or legatee is one who succeeds to definite, specific, and individualizedproperties. 2. Compulsory called by law to succeed to a portion of the testators estate knownaslegitime. 3. LegalorIntestatebyoperationoflaw throughintestatesuccession. Q:Whoaredeviseesandlegatees? A: Devisees are persons to whom gifts of real property are given by virtue of a will. On the other hand, Legatees are persons to whom gifts ofpersonalpropertyaregivenbyvirtueofawill Q: What are the distinctions between heirs and legatees/devisees? A:
HEIRS DEVISEESORLEGATEES Astorepresentationofdeceasedsjuridicalperson Neverrepresentthe Representthejuridical personalityofthe personalityofthe deceasednomatter deceasedandacquire howbigthelegacyor theirrights,withcertain thedeviseis exceptionstohis obligations Determinabilityofamountofinheritance Arealwaysgivena Inheritanundetermined determinatethingora quantitywhoseexact fixedamount amountcannotbe knownaprioriand whichcannotbefixed untiltheinheritanceis liquidated Extentofsuccessionalright Onlysucceedtothe Succeedtothe determinatethingor remainderofthe quantitywhichis propertiesafterallthe debtsandallthelegacies mentionedinthelegacy ordevise anddeviceshavebeen paidorgiven Astowhentheyexist
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Canexistwhetherthe Onlyintestamentary successionbetestateor succession intestate Effectofpreterition Theinstitutionofanheir isentirelyannulled Thelegaciesanddevises remainvalidinsofaras theyarenotinofficious. Effectofdefectivedisinheritance Incaseofimperfector Thelegaciesand defectivedisinheritance, deviseesremainvalid theinstitutionofanheir insofarastheyarenot isannulledtotheextent inofficious. thatthelegitimesare impaired.
Q:Whoarethecompulsoryheirs? A: 1. Legitimate children and descendants (LCD) 2. Legitimate parents and ascendants (LPA) 3. Survivingspouse(SS) Legitimatechildrenanddescendants(LCD) Q:Isanadoptedchildacompulsoryheir? A: Legitimate children includes adopted childrenandlegitimatedchildren. Under R.A. 8552 or the Domestic Adoption Law adopted children have the same rights granted to the legitimate children. Adopted children, for all intentsandpurposesareconsideredaslegitimate children. Hence, the adopted children can already exclude legitimateparents/ascendants. Legitimateparentsandascendants(LPA) Q: When do legitimate parents and ascendants inherit?
Q: Suppose a person is named to succeed to an entire estate. The estate, however, consists of only one parcel of land. Is he an heir or a devisee? A: It depends on the manner of his designation in the will. Here, because he is called to inherit the entireestate,heisanheir. Q:Inwhatinstancesdothedistinctionsbetween heirsanddevisees/legateesbecomesignificant? A: 1. 2. 3. 4. Preterition Imperfect/defectivedisinheritance Afteracquiredproperty Acceptance or repudiation successionalrights
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A: Legitimate parents and ascendants inherit in default of legitimate children and descendants. Theyaresecondarycompulsoryheirs. Q: Is the presence of illegitimate children of the decedentexcludetheLPA? A: No. Legitimate parents and ascendants concur withtheillegitimatechildrenofthedecedent. However, if the decedent is himself illegitimate, his illegitimate children exclude the illegitimate parentsandascendants. Survivingspouse(SS) Q: Can a common law spouse be a compulsory heir? A:No.Theremustbevalidmarriagebetweenthe decedent and the surviving spouse. If the marriage is null and void, the surviving spouse cannotinherit. Q: How can the heirs of the decedent use the nullity of marriage to prevent the surviving spousefrominheriting? A: The heirs can raise the issue of nullity of the marriage in the same proceeding for the
Q: What are the classifications of compulsory heirs? A: 1. PrimarycompulsoryheirsTheyarenot excluded by the presence of other compulsoryheirs. E.g. legitimate children, surviving spouse 2. Secondary compulsory heirs Those who succeed only in default of the primarycompulsoryheirs. E.g.legitimateascendants 3. Concurring compulsory heirs They get their legitimes together with the primary or secondary heirs. Neither excludes primary or secondary heirs, noreachother. E.g. Surviving spouse and illegitimate childrenanddescendants.
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settlement of the estate. This is allowed because amarriagethatisnullandvoidcanbecollaterally attacked. However, in case of voidable marriages, if the marriage is not annulled before the decedent died,thesurvivingspousecanstillinherit Reason: Voidable marriages can only be attacked inadirectproceeding,i.e.annulmentproceeding. Note: The surviving spouse is not a compulsory heirofhis/herparentinlaw. Separationinfact will not disqualify the surviving spouse from getting his/her legitime, regardless ofhis/herguilt. Illegitimatechildren
Note: Under the Family Code, there is no more distinction between acknowledged natural children and illegitimate children. They are all considered as illegitimate. Compulsoryheirsofapersonwhoisillegitimate: 1. 2. 3. 4. Legitimatechildrenanddescendants; Illegitimatechildrenanddescendants; In default of the foregoing, illegitimate parentsonly; Survivingspouse.
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Unilateral act No acceptance by the transferees is needed during the lifetimeofthetestator. Strictly personal act The disposition of property is solely dependent upon the testator. Ambulatory A will is essentially revocable during the lifetime of the testator. Free from vices of consent A will must have been executed freely, knowingly and voluntarily, otherwise, it will be disallowed. Individual act A will must be executed only by one person. A joint will is not allowedinthePhilippines.
Note: Mutual wills Separate wills although containing reciprocal provisions are not prohibited, subject to the rule on disposicioncaptatoria.
7.
Solemn or formal act A will is executed in accordance with formalities prescribedbylaw. (1)PERSONALACT; NONDELEGABILITYOFWILLMAKING
Q:Inwhatwaysmaycompulsoryheirsinherit? A:Compulsoryheirsinheriteither: 1. intheirownright;or 2. byrightofrepresentation II.TESTAMENTARYSUCCESSION WILLS 1.INGENERAL A.DEFINITIONANDCHARACTERISTICS Q:Whatisawill? A: A will is an act whereby a person is permitted, with the formalities prescribed by law, to control to a certain degree the disposition of his estate, totakeeffectafterhisdeath.(Art.783) Q:Whatarethecharacteristicsofawill? A:Awillis: 1. Statutory right The making of a will is only a statutory not a natural right. Hence, a will should be subordinated to boththelawandpublicpolicy.
Q:Whatismeantbystrictlypersonalact? A: Under Art. 784, it means that in the making of a will, preparation thereof cannot be wholly or partially entrusted to a third person or made through an agent or attorney. It refers to the disposition of property. This is so because the essence of making a will is the disposition of property, hence, it cannot be delegated to another. Q: Can the testator delegate to a third person the power to determine whether or not a testamentarydispositionistobeoperative? A: No. It is not only the delegation which is void; the testamentary disposition whose effectivity will depend upon the determination of the third person is the one that cannot be made. Hence, the disposition itself is void. (Art. 787; Tolentino, p.33) Q:Whatcannotbedelegatedtothediscretionof athirdperson? A: The following cannot be delegated to a third person because they comprise the disposing powerofthetestator: 1. Duration or efficacy of designation of heirs,legatees,ordevisees.
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Determination of the portions which the heirs are to receive when referred tobyname. 3. Determination as to whether or not a dispositionistobeoperative.(Art.785) Q: What, on other hand, may be entrusted to thirdpersons? A: 1. Distributionofspecificpropertyorsums of money that the testator may leave in generaltospecifiedclassesorcauses 2. Designation of the persons, institutions or establishments to which such property or sums are to be given or applied.(Art.786) Reason: Here, there is really no delegation because the testator has already set the parametersrequiredbylaw,namely: a. The specification of property or sums of money b. Thespecificationofclassesorcauses. Ineffect,thethirdpersonwillonlybecarryingout the will of the testator as determined by these parameters. (2)RULESOFCONSTRUCTIONAND INTERPRETATION/LAWGOVERNING FORMALVALIDITY Q: How should the provisions of a will be construed? A: As a general rule, the language of a will should be liberally construed and as much as possible, the intention of the testator should be given effect. In case of doubt, that interpretation by which the dispositionistobeoperativeshallbepreferred. Reason: Testacy is preferred over intestacy. (Art. 791) Q: What are the rules in the construction of Wills? A: 1. Words of the will are to be taken in their ordinary and grammatical sense unless there is a clear intention to use them in another sense can begathered, andthatcanbeascertained.(Art.790) 2. Technical words are to be taken in their technicalsense,unless: a. The context clearly indicates a contraryintentionor 2. It satisfactorily appears that he was unacquainted with such technicalsense.(Ibid.) 3. The invalidity of one of several dispositionscontainedinawilldoesnot result in the invalidity of the other dispositions unless it is to be presumed that the testator would not have made such other dispositions if the first invalid disposition had not been made. (Art.792) 4. Everydeviseorlegacyshallcoverallthe interest in the property disposed of unless it clearly appears from the will that he intended to convey a less interest.(Art.794) Q:Whatarethekindsofambiguitiesinawill? A: 1. Latent ambiguities Ambiguities which are not apparent on the face of a will but to circumstances outside the will at thetimethewillwasmade. E.g. a. If it contains an imperfect descriptionofpersonorproperty; b. A description of which no person orpropertyexactlyanswers 2. Patent ambiguities Those which are apparentonthefaceofthewill. E.g.Uncertainty which arises upon the face of the will as to the application of any of its provisions.(Art.789) Q: What are the steps in resolving the ambiguities? A: 1. Examinethewillitself; 2. Refer to extrinsic evidence or the surrounding circumstances, except oral declarations of the testator as to his intention.
Reason: Because the testator can no longer refutewhateverisattributedtohim.
b.
2.TESTAMENTARYCAPACITYANDINTENT Q:Whocanmakeawill? A: All persons who are not expressly prohibited bylawmaymakeawill.(Art.796) The law presumes capacity to make a will; hence, in order that a person may be disqualified to
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make one, he must be expressly prohibited by law.

Note: The ability as well as the power to make a will must be present at the time of the execution of the will. Supervening incapacity does not invalidate an effective will, nor is the will by an incapable person validatedbythesuperveningofcapacity.(Art.801)
Q: What are the requisites of testamentary capacity? A: 1. Atleast18yearsofage;and 2. Ofsoundmind

Note: It is not necessary that the testator be in full possession of all his reasoning faculties, or that his mind be wholly unbroken, unimpaired, or unshatteredbydisease,injuryorothercause.
Itshallbesufficientifthetestatorwasableatthe timeofmakingthewilltoknowthe: a. natureoftheestatetobedisposedof; b. properobjectsofhisbounty;and c. characterofthetestamentaryact. Q:Whoarethosepersonsexpresslyprohibited bylawtomakeawill? A: 1. Persons of either sex under 18 years of age(Art.797) 2. Persons who are not of sound mind (Art.798) Q: Is a person suffering from civil interdiction qualifiedtomakeawill? A: Yes. He is deprived only of the power to dispose of his properties through acts inter vivos but not through acts mortis causa. (Art. 34, Revised Penal Code; Rabuya, Civil Law Reviewer, p.527) Q: Is a married woman required to obtain the consent of the husband and the authority of the courtbeforeshecanmakeawill? A: No. She can make a will even without the consent of her husband and the authority of the court.(Art.802)
Note:Amarriedwomanmaydisposeofherseparate property and her share in the conjugal or absolute communityproperty.
A.AGEREQUIREMENT Q:Canapersonundereighteenyearsoldmakea will? A: No. Persons of either sex under eighteen years oldcannotmakeawill.(Art.797) Q:Whenissoundnessofthemindrequired? A:Itisessentialonlyatthetimeofthemaking(or execution)ofthewill.(Art.798;AlsuaBettsv.CA, 92SCRA332;Rabuya,CivilLawReviewer,p.527) Q: What is the status of the will if the testator is notofsoundmindatthetimeofitsexecution? A: The will is invalid regardless of his state of mind before or after such execution. In other words, the will of an incapable is not validated by thesuperveningofcapacity.(Art.801;id.) Note: Conversely, if the testator was of sound mindatthetimeofthemakingofthewill,thewill is valid even if the testator should later on become insane and die in that condition. In other words,superveningincapacitydoesnotinvalidate aneffectivewill.(id.,pp.527528) Q:Ifthereisnoproofastothesoundnessofthe mind of the testator at the time he executed his will, what is the status of his will assuming that he complies with all other requisites for its validity? A: The will is valid. This isso becausegenerally, in absence of proof to the contrary, the law presumesthateverypersonisofsoundmind. Such presumption of soundness of mind, however,doesnotariseifthetestatorwas: 1. Publicly known to be insane, one month,orless,beforemakinghiswill; 2. Under guardianship at the time of the makingofthewill.
Note: Mere weakness of mind or partial imbecility from disease of body or from age does not necessarily render a person incapable of making a will.
Q: Who has the burden of proving that the testatoractedinlucidinterval? A: The person who maintains the validity of the will based on the said ground. (Rabuya, Civil Law Reviewer,p.530)
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Q: When Brenda was a baby, she was accidentally dropped by her mother when her mother saw a cockroach. As a result, she suffered from insanity. When she was in her thirties,sheexecutedawill.Aftersometime,her brain damage was totally cured. What is the statusofthewill? A: Still void. The will of an incapable cannot be validated by supervening capacity. What is important is that the ability, as well as the power to make a will must be present at the time of the executionofthewill. Q: Will your answer be the same if the situation was the reverse Brenda developed insanity aftersheexecutedherwill? A: No. Supervening incapacity does not invalidate aneffectivewill,hencethewillisvalid. Q:Mayanilliterateexecuteawill? A: GR: Yes, an illiterate can make an ordinary or notarial will because a person who does not know how to read and write does not mean hedoesnotunderstandthelanguage. XPN: The illiterate cannot make a holographic will. 3.FORM A.FORMALVALIDITYRULES Q: What law governs the forms and solemnities ofwills? A: It is the law of the country where the will was executed that governs the form and solemnities st ofwills.(Art.17,1 paragraph;Art.815) Q: What are the effects of a will executed by an alienabroad? A: The will of an alien who is abroad produces effect in the Philippines if made with the formalities prescribed by the law of the place in which he resides, or according to the formalities observed in his country, or in conformity with thosewhichtheCivilCodeprescribes.(Art.816) Q: What are the effects of a will executed by an alieninthePhilippines? A: It shall produce the same effect as if it was executed in the Philippines if it is executed in accordance with the law of the country where he is a citizen or subject, and which might be proved and allowed by the law of his own country. (Art. 817) Q: Is a joint will executed by a Filipino in a foreigncountryvalid? A:No.Thesameholdstrueevenifitisauthorized bythelawofthecountrywherethejointwillwas executed.(Art.819) (1)LAWGOVERNINGSUBSTANTIVEVALIDITY Q: What are the matters mentioned in Article 15 of the New Civil Code which are governed by Philippinelaws? A:1.familyrightsandduties 2.status; 3.condition;and 4.legalcapacityofpersons.(Art.15) Q: What are the matters pertaining to intestate and testamentary successions which are regulatedbythenationallawofthedeceased? A:1.Orderofsuccession 2.amountofsuccessionalrights 3.intrinsicvalidityoftestamentaryprovisions 4.capacitytosucceed.(Art.16;Art.1039) B.COMMONREQUIREMENTS Q: What are the formal requirements common tobothnotarialandholographicwills? A: 1. Inwriting; 2. In a language or dialect known to the testator. 3.
Note: The object of the solemnities surrounding the execution of wills is to close the door against bad faith and fraud, to avoid substitution of wills and testaments and to guarantee their truth and authenticity.
(1)INWRITING Q:Istherulethateverywillmustbeinwriting mandatory? A:Yes.Ifthewillisnotinwriting,itisvoidand cannotbeprobated.(Rabuya,CivilLawReviewer, p.531)

Note:Philippinelawsdonotrecognizethevalidityof nuncupative wills, which are oral wills declared or
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dictated by the testator and dependent merely on oraltestimony.(id.) Note: The fact that the testator knew the language need not appear on the face of the will. This fact maybeprovenbyextrinsicevidence.
Q: In case of a holographic will, what is the requirementforitsvalidity? A: It must be entirely handwritten by the testator himself.(Art.810) Q: What are the rules in relation to notarial or attestedwills? A:Notarialorattestedwillmaybe: 1. entirely handwritten by a person other thanthetestator; 2. partly handwritten by the testator himself and partly handwritten by anotherperson; 3. entirely printed, engraved or lithographed;or 4. partlyhandwritten(whetherbytestator or another person) and partly printed, engravedorlithographed.(Rabuya,Civil LawReviewer,p.531) (2)LANGUAGE/DIALECTREQUIREMENT C.NOTARIALWILLS Q: Is the rule every will must be executed in a languageknowntothetestatormandatory? A: Yes, otherwise, the will is void. (Suroza v. Honrado,110SCRA388;id.) Q: Is the fact that the will was executed in a language known to the testator required to be statedintheattestationclause? A: No. This fact can be established by extrinsic evidence or evidence aliunde. (Lopez v. Liboro, 81 Phil.429)
Note: It will be presumed that the will was executed in a language or dialect known to the testator if the will was executed in a certain locality and that the testatorwasaresidentofthatlocality.(Rabuya,Civil LawReviewer,p.532)
Q: Is it presumed that the testator knows the dialectofthelocalitywhereheresides? A:Ifthetestatorresidesinacertainlocality,itcan be presumed that he knows the dialect or the language in the said locality. (Abangan v. Abangan,G.R.No.13431,Nov.12,1919)
Q: Does this rule apply to witnesses in a notarial orattestedwill? A: No. The rule only applies to the testator, whether in notarial or holographic will. Further, Art. 805 is clear that the attestation clause need not be in the language known to the witnesses. (SeeRabuya,CivilLawReviewer,supra) (1)ARTS.805806 Q: What are the formalities in the execution of a notarialwill? A:WESAPNAN 1. InWriting; 2. Executedinalanguageordialectknown tothetestator; 3. Subscribedbythetestatorhimselforby the testators name written by some other person in his presence and under hisexpressdirectionattheendthereof, atthepresenceofwitnesses; 4. Attested to and subscribed by at least 3 credible witnesses in the presence of thetestatorandofoneanother; 5. Each and every Page must be signed by the testator or by the person requested by him to write his name, and by instrumental witnesses in the presence ofeachother,ontheleftmargin; 6. Each and everypage of the will must be Numberedcorrelativelyinlettersplaced ontheupperpartofeachpage; 7. Must contain an Attestation clause, statingthefollowing: a. Thenumberofpagesofthewill, b. Fact that the testator signed the willandeverypageinthepresence ofwitnesses,orcausedsomeother person to write his name under his expressdirection, c. All witnesses signed the will and every page thereof in the presence ofthetestatorandofoneanother; 8. Must be acknowledged before a Notary public. Q: What is the effect if one or some of the requisitesarelacking? A: Lack of one of the requisites is a fatal defect whichwillrenderthewillnullandvoid
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Q: What is the rule in cases of omissions in the will? A: Omissions which can be supplied by an examination of the will itself, without the need of resorting to extrinsic evidence, will not be fatal and, correspondingly, would not obstruct the allowancetoprobateofthewillbeingassailed. However, evidence aliunde are not allowed to fill a void in any part of the document or supply missing details that should appear in the will itself. They only permit a probe into the will, an exploration into its confines, to ascertain its meaning or to determine the existence or absence of the requisite formalities of law. (Caedav.CA,G.R.No.103554,May28,1993) (2)SPECIALRULESFORHANDICAPPED TESTATORS Q: What are the special requirements if the testatorisdeaformute? A: 1. If the testator is able to read, he must personallyreadthewill;or 2. If the testator is unable to read, he must designate two persons to read it and communicate to him, in some practicable manner, the contents thereof. (Art. 807; see Rabuya, Civil Law Reviewer,p.559)
Note: The law does not require that the persons reading and communicating the contents of the will betheinstrumentalwitnesses.(id.,p.560)
A:Ifthewillisexecutedinsubstantialcompliance with all the requirements of Article 805, in the absence of bad faith, forgery, fraud, undue and improperpressureorinfluence.(SeeArt.809) (4)REQUISITES WITNESSES Q:Whatarethequalificationsofwitnesses? A:Witnessestoawillmustbe:S18ABCD 1. OfSoundmind. 2. Atleast18yearsofage. 3. Abletoreadandwrite 4. NotBlind,deafordumb 5. Not have been Convicted by final judgmentoffalsificationofadocument, perjuryorfalsetestimony. 6. DomiciledinthePhilippines Q: Will the beneficial interest of a witness in a willdisqualifyhimassuch? A: Beneficial interest in a notarial will does not disqualify one as a subscribing witness, but it may, or may not nullify the devise or legacy given tothesaidwitness. A witness who attests the execution of a will, and to whom, or to whose spouse, parent or child, or anyone claiming the right of said witness, spouse, parent or child, a devise or legacy given, shall be void, unless there are 3 other competent witnessestosuchwill.(Art.823NCC)
Note: If the witness is instituted as heir, not as devisee or legatee, the rule would still apply, because undue influence or pressure on the part of theattestingwitnesswouldstillbepresent. Creditors of the testator are not disqualified to be a witnesstothewill.
Q: What are the special requirements if the testatorisblind? A:Thewillshallbereadtohimtwice,oncebyone ofthesubscribingwitnesses,andanothertimeby the notary public before whom the will is acknowledged.(Art.808;id.)
Note:Art.808appliesnotonlytoblindtestatorsbut alsotothosewho,foronereasonoranother,are incapableofreadingtheirwills,eitherbecauseof poorordefectiveeyesightorbecauseofilliteracy. (id.)
(3)SUBSTANTIALCOMPLIANCE Q: When is a will not rendered invalid by reason of defects or imperfections in the form of attestationorinthelanguageusedtherein?
Q: Stevie was born blind. He went to school for the blind, and learned to read in Braille language.HespeaksEnglishfluently.Canhe: 1.Makeawill? A: Stevie may make a notarial will. A blind man is not expressly prohibited from executing a will. In fact, Art. 808 of NCC provides for additional formality when the testator is blind. Stevie however, may not make a holographic will in Braille because the writing in Braille is not a handwriting. A holographic will to be valid must be entirely written, signed and dated by the testatorinhisownhandwriting.
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2.Actasawitnesstoawill? A: A blind man is disqualified by law to be a witnesstoanotarialwill. 3. In either of the instances, must the will be readtohim? A: In case Stevie executes a notarial will, it has to be read to him twice. First by one of the instrumentalwitnesses,andsecondbythenotary public before whom the will was acknowledged. (2008BarQuestion) D.HOLOGRAPHICWILLS (1)REQUIREMENTS Q:Whatisaholographicwill? A: A holographic will is one entirely written, dated, and signed by the hand of the testator himself.Itissubjecttonootherform,andmaybe made in or out of the Philippines, and need not bewitnessed.(Art.810) Q: What are the formalities required in the executionofholographicwill? A:SEED 1. Signedbytestatorhimself 2. Executedinalanguageordialectknown tohim(Art.804) 3. Entirelywritten 4. Dated; 5. Note: In case of any insertion, cancellation, erasure or alteration in a holographic will, the testator must authenticate the same by his full signature.(Art.814) Q: What are the effects of insertions or rd interpolationsmadebya3 person? A: GR: When a number of erasures, corrections, cancellation, or insertions are made by the testator in the will but the same have not been noted or authenticated with his full signature, only the particular words erased, corrected, altered will be invalidated, not the entiretyofthewill. XPN: 1. Where the change affects the essence ofthewillofthetestator;
Note: When the holographic will had only one substantial provision, which was altered by substituting the original heir with another, and the same did not carry the requisite full signature of the testator, the entirety of the will is voided or revoked.
Reason: What was cancelled here was the very essence of the will; it amounted to the revocation of the will. Therefore, neither the altered text nor the original unaltered text can be given effect. (Kalaw v. Relova, G.R. No. L 40207,Sept.28,1984) 2. Wherethealterationaffectsthedateof thewillorthesignatureofthetestator. rd 3. If the words written by a 3 person were contemporaneous with the execution of the will, even though authenticated by the testator, the entire will is void for violation of the requisite that the holographic will must be entirely in the testators handwriting. Q: Natividads holographic will, which had only one substantial provision, as first written, named Rosa as her sole heir. However, when Gregorio presented it for probate, it already contained an alteration, naming Gregorio, instead of Rosa, as sole heir, but without authentication by Natividads signature. Rosa opposes theprobate alleging such lack of proper authentication. She claims that the unaltered form of the will should be given effect. Whose claimshouldbegranted? A: None. Both their claims should be denied. As to Gregorios claim, the absence of proper authentication is fatal to his cause. As to Rosas claim, to state that the will as first written should be given efficacy is to disregard the seeming change of mind of the testatrix. But that change of mind can neither be given effect because she failed to authenticate it in the manner required by law by affixing her full signature. (Kalaw v. Hon.Relova,etc.,etal.,G.R.No.L40207,Sept.28, 1984) DATE Q: Why is the date in a holographic will important? A:Toestablishiftherewastestamentarycapacity at the time the will was executed. Also, should
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there be conflicting wills, it can establish which willwasexecutedlater. Q: Is it required that the date of the will should include the day, month and year of its execution? A: GR: The "date" in a holographic will should include the day, month, and year of its execution. XPN: When there is no appearance of fraud, bad faith, undue influence and pressure and the authenticity of the will is established and the only issue is whether or not the date appearing on the holographic will is a valid compliancewithArt.810,NCC,probateofthe holographic will should be allowed under the principleofsubstantialcompliance.
Note:Inthiscase,thedatewaswrittenas"FEB./61" (Roxas v. De Jesus G.R. No. L38338 January 28, 1985). The exact date though indicated only by implication, mustbewithcertainty. In a later case, however, the Court ruled that the requirement of at least three witnesses in case the will is contested is mandatory. The Court explained that the possibility of a false document being adjudged as the will of the testator cannot be eliminated, which is why if the holographic will is contested, the law requires three witnesses to declare that the will was in the handwriting of the deceased.(id,p.564) The execution and contents of a lost or destroyed holographic will may not be proved by the bare testimony of witnesses who have seen or read such will. The will itself must be presented; otherwise, it shall produce no effect. (Gan v. Yap, 104 Phil. 509; id.) But a photostatic copy or Xerox copy of the holographic will may be allowed because comparison can be made with the standard writings ofthetestator.(Rodelasv.Aranza,119SCRA16;id.)
(2)WITNESSESREQUIREDFORPROBATE Q: What are the rules governing the probate of holographicwills? A: In the post mortem probate of holographic wills, the following rules are to be observed as to thenumberofwitnessestobepresented: 1. If the will is not contested, it shall be necessary that at least one witness who knows the handwriting and signature of the testator explicitly declares that the will and the signature are in the handwritingofthetestator. 2. If the will is contested, at least three of suchwitnessesshallberequired. 3. In the absence of any competent witness and if the court deems it necessary, expert testimony may be resorted to. (Art. 811; Rabuya, Civil Law Reviewer,p.563) Note: In an earlier case, it was held that even if thegenuinenessoftheholographicwilliscontested,
Article 811 of the NCC cannot be interpreted as to require the compulsory presentation of three witnessestoidentifythehandwritingofthetestator, under penalty of having the probate denied. (Codoy v.Calugay,312SCRA333;id.,pp.563564)
ALTERATIONS,REQUIREMENTS Q: What are the rules in case of insertion, cancellation,erasureoralteration? A: In case of insertion, cancellation, erasure or alteration in a holographic will, the testator must authenticate the same by his full signature. (Art. 814) Note: Full signature refers to the testators habitual,usualandcustomarysignature.(Rabuya, CivilLawReviewer,p.565) Q: What is the effect if the insertion, cancellation, erasure or alteration is not authenticatedwiththetestatorsfullsignature? A: It is considered as not made, but the will is not invalidated.(id.) Note: Where the testator himself crossed out the name of the heir named, and substituted the name of another, without authentication, it was held that this did not result in making the person whose name was crossed as heir. (Kalaw v. Relova,132SCRA237;id.) E.JOINTWILLS Q:ArejointwillsallowedinthePhilippines? A: Two or more persons cannot make a will jointly, or in the same instrument, either for their reciprocal benefit or for the benefit of a third person.(Art.818) Wills, prohibited by Article 818, executed by Filipinos in a foreign country shall not be valid in the Philippines, even though authorized by the
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laws of the country where they may have been executed.(Art.819) Q:Whatarethekindsofjointwills? A: 1. Mutual Wills executed pursuant to an agreement between two or more personstodisposeoftheirpropertyina particular manner, each in consideration of the other separate wills of two persons, which are reciprocalintheirprovisions. 2. Reciprocal Wills the testators name each other as beneficiaries under similartestamentaryplans. Q: Manuel, a F ilipino, and his American wife Eleanor, executed a Joint Will in Boston, Massachusetts when they were residing in said city. The law of Massachusetts allows the execution of joint wills. Shortly thereafter, Eleanor died. Can the said will be probated in thePhilippinesforthesettlementofherestate? A:Yes,thewillmaybeprobatedinthePhilippines insofar as the estate of Eleanor is concerned. While the Civil Code prohibits the execution of joint wills here and abroad, such prohibition applies only to Filipinos. Hence, the joint will which is valid where executed is valid in the Philippines but only with respect to Eleanor. Under Article 819, it is void with respect to Manuel whose joint will remains void in the Philippinesdespitebeingvalidwhereexecuted. Alternative Answer: The will cannot be probated in the Philippines, even though valid where executed, because it is prohibited under Article 818 of the Civil Code and declared void under Article 819. The prohibition should apply even to the American wife because the Joint will is offensive to public policy. Moreover, it is a single juridical act which cannot be valid as to one testator and void as to the other. (2000 Bar Question) JohnandPaula.Britishcitizensatbirth,acquired Philippine citizenship by naturalization after their marriage. During their marriage the couple acquired substantial landholdings in London and in Makati. Paula bore John three children, Peter, Paul and Mary. In one of their trips to London, the couple executed a joint will appointing each other as their heirs and providing that upon the death of the survivor between them the entire estate would go to Peter and Paul only but the two could not dispose of nor divide the London estate as long s they live. John and Paula died tragically in the London Subway terrorist attack in 2005. Peter and Paul filed a petition for probate of their parents will before a Makati RegionalTrialCourt. Q:Shouldthewillbeadmittedtoprobate? A: No, the will cannot be admitted to probate. Joint wills are void under the New Civil Code. And even if the joint will executed by Filipinos abroad were valid where it was executed, the joint will is stillnotvalidinthePhilippines. Q:Arethetestamentarydispositionsvalid? A: If a will is void, all testamentary dispositions contained in that will are also void. Hence, all testamentary provisions contained in the void jointwillarealsovoid. Q: Is the testamentary prohibition against the divisionoftheLondonestatevalid? A: The testamentary prohibition against the division by Peter and Paul of the London estate for as long as they live, is not valid. Art. 494 of NCC provides that a donor or testator may prohibit partition for a period which may not exceedtwenty(20)years.(2008BarQuestion) 4.CODICILS,DEFINITIONANDFORMAL REQUIREMENTS Q:Whatisacodicil? A: A codicil is a supplement or addition to a will, madeaftertheexecutionofawillandannexedto betakenaspartthereof,bywhichanydisposition madeintheoriginalwillisexplained,addedto,or altered.(Art.825)
Note: A codicil is executed after the execution of a priorwill. It must be executed in accordance with all the formalitiesrequiredinexecutingawill.
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Q:Whatarethedistinctionsbetweenacodicil andasubsequentwill? A:
CODICIL Formsapartofthe originalwill. Supplementsthe originalwill, explaining,addingto, oralteringanyofits dispositions. SUBSEQUENTWILL Itisaneworaseparate will. Makesdispositions withoutreferencetoand independentofthe originalwill. Ifitprovidesforafull dispositionofthe testatorsestate,may revokethewholeprior willbysubstitutinganew andlastdispositionfor thesame. Apriorwillanda subsequentwill,being twoseparatewills,may beconstrued independentlyofeach other.
Doesnot,asarule, revokeentirelythe priorwill.
Awillandacodicil, beingregardedasa singleinstrumentare tobeconstrued together.
5.INCORPORATIONBYREFERENCE Q:Whatisincorporationbyreference? A: Incorporation by reference is the incorporation of an extrinsic document or paper into a will by referencesoastobecomeapartthereof. Note: The documents or papers incorporated will be considered part of the will even though the samearenotexecutedintheformofawill. The doctrine of incorporation by reference is not applicable in a holographic will unless the documents or papers incorporated by reference arealsointhehandwritingofthetestator. Q: What are the requisites of incorporation by reference? A:EDIS 1. Document referred to in the will must be in Existence at the time of the executionofthewill; 2. The will must clearly Describe and identifythesame; 3. It must be Identified by clear and satisfactory proof as the document or paperreferredtotherein; 4. It must be Signed by the testator and the witnesses on each and every page, except in case of voluminous books of accountorinventories.(Art.827)
6.REVOCATION;KINDS Q:Whatisrevocation? A: An act of the mind terminating the potential capacity of the will to operate at the death of the testator, manifested by some outward and visible actorsign,symbolicthereof. Q:Whenmaythetestatorrevokeawill? A:Awillmayberevokedbythetestatoratany timebeforehisdeath.Anywaiverorrestrictionof thisrightisvoid.(Art.828) Q:Maytherightofthetestatortorevokethe willbewaivedorrestricted? A:No,thetestatorsrighttorevokeduringhis lifetimeisabsolute.Itcanneitherbewaivednor restricted. Reason:Becauseawillisambulatory.(Art.828) Q:Whatlawgovernsincaseofrevocation? A: 1. If the revocation takes place in the Philippines, whether the testator is domiciled in the Philippines or in some othercountryPhilippinelaws 2. If the revocation takes place outside the Philippines: a. by a testator who is domiciled in thePhilippinesPhilippinelaws b. by a testator who is not domiciled inthiscountry i. Laws of the place where the willwasmade,or ii. Lawsoftheplaceinwhichthe testator had his domicile at the time of revocation. (Art. 829) Q:Whatarethemodesofrevokingawill? A: 1. Byimplicationoflaw; 2. By the execution of a subsequent document; 3. By physical destruction through burning, cancelation or obliteration. (Art.830)
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REVOCATIONBYIMPLICATIONOFLAW Q:Discussrevocationbyimplicationoflaw. A: Revocation is produced by implication of law when certain acts or events take place after awill has been made, rendering void or useless either the whole will or certain testamentary dispositionstherein. Rationale:Thelawpresumesachangeofmindon the part of the testator due to certain changed circumstance pertaining to the family relations or inthestatusoftheproperty. Q:Howarewillsrevokedbyoperationoflaw? A: 1. When after the testator has made a will, he sells or donates the legacy or devise; 2. Provisions in a will in favor of a spouse who has given cause for legal separation;
Note: The revocation shall take place the moment the decree of legal separation is granted.
Q:Inwhatwaysmayrevocationbyasubsequent willbedone? A:Revocationmaybe: a. Express by providing for a revocatory clause; b. Implied provisions are completely inconsistentwithpreviouswill.
Note:Thewillcontainingtherevocatoryclausemust itself be valid, and admitted to probate, otherwise, thereisnorevocation.
3. 4.
5.
When an heir, legatee or devisee commitsanactofunworthiness; When a credit that has been given as a legacy is judicially demanded by the testator; When one, some or all the compulsory heirshavebeenpreteritedoromitted
Note:Theinstitutionofheirsisvoid.
Q:WhatisthePrincipleofInstanter? A:Theexpressrevocationofthe1stwillrendersit nd voidbecausetherevocatoryclauseofthe2 will, not being testamentary in character, operates to revoke the 1st will instantly upon the execution of thewillcontainingit. Q: Can there be an instance where a subsequent will, which is incompatible with the prior will, andsuchpriorwillsubsistatthesametime? A: Yes. The fact that the subsequent will is posteriorandincompatiblewiththefirstdoesnot mean that the first is entirely revoked because therevocationmaybetotalorpartial.
Note: The execution of a subsequent will does not ipsofactorevokeapriorwill. In case of inconsistent wills, the subsequent will prevails over the prior will because it is the latest expressionoftestamentaryintentofthetestator. The subsequent will which do not revoke the previous will in an express manner, only annuls the dispositions in the previous will which are inconsistent with or contrary to those contained in thesubsequentwill.(Art.831)
REVOCATIONBYEXECUTIONOFASUBSEQUENT INSTRUMENT Q: What are the requisites of revocation by subsequentwillorcodicil? A: 1. The subsequent instrument must complywiththeformalrequirementsof awill 2. Thetestatormustpossesstestamentary capacity 3. The subsequent instrument must either contain a revocatory clause or be incompatible with the prior will (totally orpartially) 4. The revoking will must be admitted to probate.
Note: The testator must have the testamentary capacityatthetimeofthemakingofthesubsequent will.
Q: What is the effect if the revoking will becomes inoperative by reason of incapacity or renunciation? A: A revocation made in a subsequent will shall take effect even if the new will should become inoperative by reason of the incapacity of the heirs, devisees or legatees designated therein, or bytheirrenunciation.(Art.832)
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REVOCATIONBYPHYSICALDESTRUCTION Q: What are the requisites of revocation by physicalactofdestruction? A:OTAP 1. Overtactofphysicaldestruction; 2. Testamentarycapacityofthetestatorat the time of performing the act of revocation; 3. AnimusRevocandiintentiontorevoke; 4. Performed by testator himself or other person in the presence and express directionofthetestator.
Note: The physical destruction may be done by the testatorpersonallyorbyanotherpersonactinginhis presenceandbyhisexpressdirection. It is not necessary that the will be totally destroyed. It is sufficient if on the face of the will, there is shown some sign of the physical act of destruction. (Malotov.CA,G.R.No.76464,Feb.29,1988)
possession in 1919, but it can no longer be found.Isthewillrevoked? A: Yes, the Doctrine of Presumed Revocation applies, which provides that: where a will which cannot be found, is shown to have been in the possession of the testator when last seen, the presumption is, in the absence of other competentevidence,thatthesamewascancelled or destroyed. The same presumption arises where it is shown that the testator had ready access to the will and it cannot be found after his death.(Gagov.MamuyacG.R.No.26317,Jan.29, 1927)
Note:Thepresumptionis,however,notconclusive andanyonewhohasprooftothecontrarymayrebut thepresumption.
Q: How can a will be revoked by physical destruction? A: The physical act of destruction of a will, like burning, does not per se constitute an effective revocation, unless the destruction is coupled with animus revocandi on the part of the testator. (Malotov.CA,G.R.No.76464,Feb.29,1988) Q: What is required for a revocation done by a person,otherthanthetestator,bevalid? A: 1. Under the express direction of the testator;and 2. Doneinthepresenceofthetestator.
Note: Elements for a valid revocation done by the testator himself must be present even if the revocationisdonebyanotherperson. It goes without saying that the document destroyed mustbethewillitself.
Q:WhatistheDoctrineofDependentRelative Revocation? A: Where the testators act of destruction is connected with the making of another will, so as fairly to raise the inference that the testator meant the revocation of the old to depend upon theefficacyofthenewdispositionintendedtobe substituted, the revocation will be conditional and dependent upon the efficacy of the new disposition; and if, for any reason, the new will intended to be made as a substitute is inoperative, the revocation fails and the original will remains in full force. (Molo v. Molo, G.R. No. L2538,Sept.21,1951) Simply put, for this doctrine to operate, the testator must have intended that the revocation of his first will be dependent onthe validity of his second will. In this case the intention of the testator is clear: He does not want to die intestate.
Note: Failure of the new testamentary disposition upon whose validity the revocation depends is equivalent to the nonfulfillment of a suspensive condition and thus prevents the revocation of the originalwill. Revocationofawillbasedonafalsecauseoran illegalcauseisnullandvoid.
Q: What is the effect if the person directed by the testator to revoke his will is incapacitated to makeawillsuchaswhenheisbelow18yearsof age? A:None.Inrevocationofwills,whatisessentialis the capacity of the testator to revoke. The capacity of the person directed by the testator to revokehiswillisimmaterial. Q: In 1919, Miguel executed a will. In the post mortem probate, there was a testimony to the effect that the will was in the testators
Q: Mr. Reyes executed a will completely valid as to form. A week later, however, he executed another will which expressly revoked his first will, which he tore his first will to pieces. Upon the death of Mr. Reyes, his second will was presented for probate by his heirs, but it was denied due to formal defects. Assuming that a copy of the first will is available, may it now be admittedtoprobateandgiveneffect?Why?
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A: Yes, the first will may be admitted to probate and given effect. When the testator tore the first will, he was under the mistaken belief that the second will was perfectly valid and he would not have destroyed the first will had he known that the second will is not valid. The revocation by destructionthereforeisdependentonthevalidity of the second will. Since it turned out that the secondwillwasinvalid,thetearingofthefirstwill did not produce the effect of revocation. This is known as the doctrine of dependent relative revocation (Molo v. Molo, G.R. No. L2538, Sept. 21,1951)(2003BarQuestion) Alternative Answer: No, the first will cannot be admitted to probate. While it is true that the first will was successfully revoked by the second will becausethesecondwillwaslaterdeniedprobate, the first will was, nevertheless, revoked when the testator destroyed it after executing the second invalid will. (Diaz v. De Leon, G.R. No. 17714, May 31,1922). Q: What is the rule in case of revocation based onfalseorillegalcause? A: Revocation based on a false or illegal cause is nullandvoid. Requisites: 1. Thecausemustbeconcrete,factualand notpurelysubjective 2. Itmustbefalse 3. Thetestatormustnotknowofitsfalsity 4. It must appear from the will that the testator is revoking because of the causewhichisfalse. Q: The will contains a statement whereby the testatorrecognizeshisillegitimatechild.Thiswill was revoked. May the revoked will be used as basisforprovingthesaidrecognition? A:Yes.Recognitioninawillofanillegitimatechild does not lose its legal effect even if the will is revoked. 7.ALLOWANCEANDDISALLOWANCEOFWILLS A.PROBATEREQUIREMENT Q:Whatisprobate? A: It is a special proceeding mandatorily required for the purpose of establishing the validity of a will. No will shall pass either real or personal property unlessitisprovedandallowedinaccordancewith theRulesofCourt.(Art.838)
Note: Probate does not deal with the intrinsic validityofthetestamentaryprovisions. Evenif only oneheirhas beeninstituted, there must stillbeajudicialorderofadjudication. Evenifawillhasalreadybeenprobated,iflaterona subsequent will is discovered, the latter may still be presented for probate, as long as two wills can be reconciled.
Q:Doesprescriptionapplytoprobateofwills? A: The statute of limitations is not applicable to probateofwills(ImprescriptibilityofProbate)

Rationale: Probate proceedings are not established intheinterestofthesurvivingheirs,butprimarilyfor the protection of the expressed wishes of the testator.
Q: What are the characteristics of a probate proceeding? A: 1. Specialproceeding; 2. Proceedinginrem; 3. Notcontentiouslitigation; 4. Mandatory; 5. Imprescriptible; Q:Whatarethedifferentkindsofprobate? A: 1. Antemortem testator himself petitions the court for the probate of hisownwill. 2. Postmortem another person applies for probate of the will after the testatorsdeath. (1)ISSUESTOBERESOLVEDINPROBATE PROCEEDINGS (A)EXCEPTIONSWHENPRACTICAL CONSIDERATIONS DEMANDTHEINTRINSICVALIDITYOFTHEWILL BERESOLVED Q: What are the questions that can be determinedbyaprobatecourt? A: GR: Probate courts cannot inquire into the intrinsicvalidityofwill The only questions that can be determined by aprobatecourtarethe:
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Dueexecution Testamentarycapacity Identityofthewill XPN: Practical considerations (E.g. when the willisvoidonitsface) Q:Thetestatordevisedapartofhisestatetohis concubine,whichfactofconcubinagewasstated in his will. On probate, the court ruled that the will was validly executed but the devise in favor of the concubine is null and void. Can the probate court pass upon the intrinsic validity of thetestamentaryprovisionstatedinthewill? A: Yes. While as a general rule, in probate proceedings, the courts area of inquiry is limited to an examination and resolution of the extrinsic validity of the will, given exceptional circumstances,theprobatecourtisnotpowerless to do what the situation constrains it to do and pass upon certain provisions of the will, as in this case. (Nepomuceno v. CA, G.R. No. 62952, Oct. 9, 1985) Note: The SC held as basis its finding that in the eventofprobateofthewill,orifthecourtrejects the will, probability exists that the case will come up once again on the same issue of the intrinsic validity or nullity of the will, the same will result in waste of time, effort, expense plus added anxiety. Q:Canaprobatecourtdecideonquestionsof ownership? A: GR:Aprobatecourthasnojurisdictionto decidequestionsofownership. XPN: 1. When the parties voluntary submit the issueofownershiptothecourt; 2. When provisionally, the ownership is passed upon to determine whether or not the property involved is part of the estate. 3. The question of ownership is an extraneous matter which the probate courtcannotresolvewithfinality. Q: When Vic died, he was survived by his legitimate son, Ernesto, and natural daughter, Rosario. Rosario, who had Vics will in her custody, did not present the will for probate. She instituted an action against Ernesto to claim herlegitimeonthetheorythatVicdiedintestate because the absence of probate. To support her 1. 2. 3. claim, she presented Vics will, not for its probate, but for proving that Vic acknowledged her. Is the procedure adopted by Rosario allowed? A: No. It is in violation of procedural law and an attempt to circumvent and disregard the last will and testament of the decedent. The presentation ofawilltothecourtforprobateismandatoryand its allowance by the court is essential and indispensabletoitsefficacy.
Note: SC held that the case of Leao v. Leao (25 Phil., 180), which sanctioned the extrajudicial partition by the heirs of the properties left by a decedent, but not the nonpresentation of a will for probate, cannot be relied upon as an authority for the unprecedented and unheard of procedure adopted by Rosario in this case, in the face of express mandatory provisions of the law requiring her to present the will to the court for probate. It does not affirmatively appear in the decision in that case that the partition made by the heirs was not in accordance with the will or that they in any way disregarded the will. No question of law was raised and decided in that case. (Guevara v. Guevara G.R. No.48840,Dec.29,1943)
Q: To put an end to the numerous litigations involving decedent Franciscos estate, his heirs entered into a compromise agreement whereby they agreed to pay Tasiana, Franciscos surviving spouse, P800,000 as her full share in the hereditaryestate. When submitted to the court for approval, Tasiana attacked its validity on the ground that the heirs cannot enter into a compromise agreement without first probating Franciscos will. Tasiana relied on Guevara v. Guevara (74 Phil. 479) where the court held that the presentation of a will for probate is mandatory and that the settlement and distribution of an estate on the basis of intestacy when the decedentleftawill,isagainstthelawandpublic policy.Decide. A:TheGuevararulingisnotapplicableinthiscase because here, there was no attempt to settle or distribute the estate among the heirs before the probate of the will. The clear object of the contract was merely Tasianas conveyance of any and all her individual share and interest, actual or eventual in the estate. There is no stipulation as toanyotherclaimant,creditororlegatee. As a hereditary share in a decedent's estate is transmitted or vested immediately from the moment of the death of such causante or
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predecessor in interest, there is no legal bar to a successor (with requisite contracting capacity) disposing of her or his hereditary share immediately after such death, even if the actual extent of such share is not determined until the subsequentliquidationoftheestate. Also, as Franciscos surviving spouse, Tasiana was his compulsory heir. Wherefore, barring unworthiness or valid disinheritance, her successional interest existed independent of Francisco's last will and testament and would exist even if such will were not probated at all. Thus, the prerequisite of a previous probate of the will, as established in the Guevara and analogouscases,cannotapplytothecase.
Note: Neither the aleatory character of the contract nor the coetaneous agreement that the numerous litigations between the parties are to be considered settled and should be dismissed, although such stipulation gives the contract the character of a compromise, affect the validity of the transaction. (De Borja, et al. v. Vda. de Borja, G.R. No. L28040, Aug.18,1972)
5. 6.
TheSignatureoftestatorwasprocured byfraud. ThetestatoractedbyMistakeordidnot intendthattheinstrumenthesigned shouldbehiswill(Art.839,NCC)
Note:Thelistisexclusive. Awilliseithervalidorvoid.Thereisnosuchthingas avoidablewill.
Q:Whenapersondiestestate,mayhisheirsopt for an extrajudicial partition instead of having thewillprobated? A: No. In the subsequent case of Riosa v. Rocha (1926), 48 Phil. 737, the Court held that an extrajudicial partition is not proper in testate succession. (2)EFFECTOFFINALDECREEOFPROBATE,RES JUDICATAONFORMALVALIDITY Q: What is the scope of a final decree of probate? A:Afinaldecreeofprobateisconclusiveastothe due execution of the will, i.e., as to the extrinsic orformalvalidityonly. B.GROUNDSFORDENYINGPROBATE Q: What are the grounds for disallowance of a will? A:FIFUSM 1. TheFormalitiesrequiredbylawhave notbeencompliedwith; 2. ThetestatorwasInsaneormentally incapableofmakingwill; 3. ThewillwasexecutedthroughForceor underduress,orinfluenceoffearor threats; 4. ThewillwasprocuredbyUndueand improperpressureandinfluence,on partofthebeneficiaryorsomeother person;
Q:Whendothefollowingconstituteasgrounds fordisallowance? 1. Violence A:wheninordertocompelthetestatorto executeawill,seriousorirresistibleforceis employed 2. Intimidation A:whenthetestatoriscompelledbya reasonableandwellgroundedfearofan imminentandgraveeviluponhispersonor propertyofhisspouse,descendants,or ascendants,toexecutethewill 3. UndueInfluence A:whenapersontakesimproperadvantage ofhispoweroverthewillofanother, deprivingthelatterofareasonablefreedom ofchoice. 4. Mistake A:Pertainstothemistakeinexecution whichmayeitherbe: 1. mistake as to the identity or character oftheinstrumentwhichhesigned,or 2. mistake as to the contents of the will itself. Q: What other defects of the will, if any, can causedenialofprobate? A: There are no other defects of the will that can causedenialofprobate.Art.805oftheCivilCode provides that the will must be subscribed at the end thereof by the testator, and subscribed by three or more credible witnesses in the presence ofthetestatorandofoneanother.Thedriver,the cook and the lawyer who prepared the will are credible witnesses. The testator and the instrumental witnesses of the will, shall also sign, eachandeverypageofthewillproper,exceptthe last, on the left margin, and all the pages shall be numbered correlatively in letters placed of the upperpartofeachpage. It has been held, however, that the testators signature is not necessary in the attestation clause, and that if a will consists of two sheets, the first of which contains the testamentary dispositions, and is signed at the bottom by the
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testator and the three witnesses, and the second sheet contains the attestation clause, as in this case, signed by 3 witnesses, marginal signatures andpagingarenotnecessary.Afterall,theobject of the law is to avoid substitution of any of the sheets of the will. (Abangan v. Abangan, 40 Phil. 476 [1919]; In Re: Will of Tan Diuco, 45 Phil 807 [1924]). B.INSTITUTIONOFHEIRS Q: How is institution of heir defined under Article840? A: Institution of heir is an act by virtue of which a testator designates in his will the person or persons who are to succeed him in his property and transmissible rights and obligations (Art. 840, NCC).
Note:Institutioncannotbeallowedtoaffectthe legitime. Therecanbeaninstitutedheironlyintestamentary succession. legacies or where the will merely disinherits a compulsoryheir.
Q: What are the three principles in the institutionofheirs? A: 1. Equality heirs who are instituted without a designation of shares inherit inequalparts.
Note: Applies only when the heirs are of the same class or same juridical condition andinvolvesonlythefreeportion. As between a compulsory heir and a voluntary heir and they are instituted without any designation of shares, the legitime must first be respected and the free portion shall then be equally divided betweenthem.
Q:Whataretherequisitesofavalidinstitution? A 1. Thewillmustbeextrinsicallyvalid; Note: The testator must have the testamentary capacity to make the institution. 2. The institution must be intrinsically valid; Note: The legitime must not be impaired, the person instituted must be identifiedoridentifiable,andthereisno preterition. 3. Theinstitutionmustbeeffective. Note: No repudiation by the heir; testatorisnotpredeceasedbytheheir. Q:Whataretheeffectsifawilldoesnotcontain aninstitutionofheir? A: The will shall be valid even though it does not contain an institution of heir, or such institution should not comprise the entire estate, and even thoughthepersonsoinstitutedshouldnotaccept the inheritance or should be incapacitated to succeed.(Art.841)
Note: Institution of heirs is not indispensable and its absence will not render the will void, provided there areother testamentarydispositions, likedevisesand
Individuality heirs collectively instituted are deemed individually instituted unless contrary intent is proven. 3. Simultaneity when several heirs are instituted, they are instituted simultaneously and not successively, unlessthecontraryisproved. Q:Whatarethekindsofinstitutionofheirs? A:Institutionofheirmaybe: 1. withacondition 2. withaterm 3. for a certain purpose or cause (modal institution) Q: May a conceived child be instituted as an heir? A:Aconceivedchildmaybeinstituted,provided theconditionsinArts.40and41arepresent (Conceptuspronatohabetur). Q: What is the effect if the institution of heir is basedonafalsecause? A: GR: The institution of heir is valid. The false cause shall be considered simply as not written. XPN: If from the will itself, it appears that the testator would not have made the institution if he has known the falsity of the cause, the institutionshallbevoid.
2.
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Note: In case of illegal cause, the cause shall be considered as not written, unless the illegal cause is the principal reason or motive for the disposition, in whichcasetheinstitutionshallbevoid.
3.
Q: The testatrix devised a parcel of land to Dr. Rabadilla. It was provided that Dr. Rabadilla will acquire the property subject to the obligation, until he dies, to give Maria 100 piculs of sugar, and in the event of nonfulfillment, the property will pass to the nearest descendants of the testatrix. WhenDr.Rabadilladied,Mariafiledacomplaint toreconveythelandallegingthattheheirsofDr. Rabadilla violated the condition. Is the institutionofDr.Rabadilla,amodalinstitution? A: Yes, because it imposes a charge upon the instituted heir without, however, affecting the efficacyofsuchinstitution. In a modal institution, the testator states the object of the institution, the purpose or application of the property left by the testator, or thechargeimposedbythetestatorupontheheir. A mode imposes an obligation upon the heir or legatee but it does not affect the efficacy of his rights to the succession. The condition suspends butdoesnotobligate;andthemodeobligatesbut does not suspend. (Rabadilla v. CA, G.R. No. 113725,June29,2000) 1.PRETERITION Q:Whatispreterition? A: Preterition is the omission in testators will of one, some or all of the compulsory heirs in the directline,whetherlivingatthetimeofexecution of the will or born after the death of the testator. (Art.854) Q: What does born after the death of the testatormean? A: It simply means that the omitted heir must already be conceived at the time of death of the testator but was born only after the death of the testator. Q:Whataretherequisitesofpreterition? A: 1. There is a total omission in the inheritance; 2. Thepersonomittedisacompulsoryheir inthedirectline;
4.
The omitted compulsory heir must survive the testator, or in case the compulsory heir predeceased the testator, there is a right of representation; Nothing must have been received by theheirbygratuitoustitle. 2.CONCEPT
Q:Whomaybepreterited? A:Compulsoryheirsinthedirectline. Q:Mayaspousebepreterited? A: No. While a spouse is a compulsory heir, he/she is not in the direct line (ascending or descending). Q:Maythedecedentsparentsbepreterited? A: Yes, if there is an absence of legitimate compulsory heirs in the descending line. This is the effect of the application of the rule on preferenceoflines. Q: When is there a total omission of a compulsoryheir? A:Thereistotalomissionwhentheheir: 1. Receives nothing under the will whetherasheir,legatee,ordevisee; Note: If a compulsory heir is given a share in the inheritance, no matter how small,thereisnopreterition. However, if a compulsory heir gets less thanhislegitime,whilethisisnotacase of preterition. In this case, he isentitled to a completion of his legitime under Art.906. 2. Has received nothing by way of donation inter vivos or propter nuptias; and Note: If a compulsory heir has already received a donation from the testator, thereisnopreterition. Reason: A donation to a compulsory heir is considered an advance of the inheritance. 3. Will receive nothing by way of intestate succession.
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Q:Whataretheeffectsofpreterition? A: 1. Preterition annuls the institution of heirs; 2. Devices and legacies are valid insofar as theyarenotinofficious; 3. If the omitted compulsory heir dies before testator, institution shall be effectual, without prejudice to right of representation 3.COMPULSORYHEIRSINTHEDIRECTLINE Q: Who are the compulsory heirs in the direct line? A: 1. Legitimate children and descendants with respect to their legitimate parents orascendants; 2. Legitimate parents ot ascendants, with respect to their legitimate children and descendants; 3. Illegitimatechildren 4. The father or mother of illegitimate children
Note:Thesurvivingspouseisnotincluded. According to Justice Jurado, an adopted child is by legal fiction considered a compulsory heir in the directline.
5.EFFECTSOFPRETERITION,DEVISEESONLY ENTITLEDTOCOMPLETIONOFLEGITIME Q: What is the effect of preterition on the will itself? A: GR: The effect of annulling the institution of heirs will be, necessarily, the opening of a totalintestacyexceptthatproperlegaciesand devises must be respected. Here, the will is notabrogated. XPN: If the will contains a universal institution of heirs to the entire inheritance of the testator,thewillistotallyabrogated.
Reason: The nullification of such institution of the universal heirs without any other testamentarydispositioninthewillamountstoa declarationthatnothingatallwaswritten.
4.PRETERITIONVS.DISPOSITIONLESSTHAN LEGITIME Q: What are the distinctions and similarities between imperfect disinheritance and preterition? A:
IMPERFECT PRETERITION DISINHERITANCE Distinctions Theinstitutionofheirs Theinstitutionremains iscompletelyannulled. valid,butmustbe reducedinsofarasthe legitimehasbeen impaired. Similarities Inbothcases,theomittedheirandtheimperfectly disinheritedheirgetatleasttheirlegitime Bothlegaciesanddevisesremainvalidinsofarasthe legitimehasnotbeenimpaired. Bothlegaciesanddevisesrefertocompulsoryheirs.
Q:Whataretherightsofthepreteritedheirs? A:Theyareentitlednotonlytotheirsharesofthe legitime but also to those of the free portion which was not expressly disposed of by the testatorbywayofdevisesandlegacies. Q: What is the effect if the heir predeceases the testator? A: If the heir who predeceases the testator is a voluntary heir, a devisee or a legatee, he shall transmitnorighttohisownheirs.
Note: The rule is absolute with respect to a voluntaryheirandadeviseeorlegatee. Right of representation only applies to compulsory heirs in the direct descending line, and in the collateral line, only in favor of children of brothers andsisters. There is no right of representation in the ascending line. The representative inherits directly not from the person represented, but from the one whom the personwouldhavesucceeded. The rule also applies in case the heir becomes incapacitatedtosucceed,orwasdisinherited.
Q: What is the effect if the heir repudiated or renouncedhisinheritance? A: An heir who renounced his inheritance, whether as compulsory or as voluntary heir, does nottransmitanyrighttohisownheirs.
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Note: An heir who repudiated his inheritance, may represent the person whose inheritance he has renounced.(Art976)
Q: What can the compulsory heir do if the testatorlefttitlelessthanthelegitimebelonging totheformer? A:Any compulsory heir to whom the testator has leftbyanytitlelessthanthelegitimebelongingto him may demand that the same be fully satisfied. (Art.906)
Note: Testamentary dispositions that impair or diminish the legitime of the compulsory heirs shall be reduced on petition of the same, insofar as they maybeinofficiousorexcessive.(Art.907)
3.FIDEICOMMISSARYSUBSTITUTION Q:Whatisfideicommissarysubstitution? A: Also known as indirect substitution, it is a substitution by virtue of which the fiduciary or first heir instituted is entrusted with the obligation to preserve and transmit to a second heirthewholeorpartoftheinheritance.
Note: For its validity and effectivity, such substitution does not go beyond one degree from the heir originally substituted and provided further, that the fiduciary or first heir and the second heir arelivingatthetimeofdeathofthetestator.
C.SUBSTITUTIONOFHEIRS 1.DEFINITION Q:Whatissubstitution? A:Substitutionistheappointmentofanotherheir so that he may enter into the inheritance in defaultoftheoriginalheir. 2.KINDS Q:Whatarethedifferentkindsofsubstitution? A: 1. Simple/common takes place when the heirinstituted: a. predeceasestestator; b. repudiatestheinheritance;or c. isincapacitatedtosucceed Note:Simplesubstitutionwithouta statementofthecauses,towhichit refers,shallcomprisethe3above mentionedsituations. 2. Brief/compendious when two or more persons are substituted for one or for twoormoreheirs. 3. Reciprocal one heir designated as substituteforinstitutedheirwhilelatter is simultaneously instituted as substituteforformer.
Note: The substitute enters into the inheritance not as an heir succeeding the first heir, but as an heir of thetestator.
Q: Who are the parties to a fideicommissary substitution and what are their respective obligations? A:
PARTIES Firstheiror fiduciary Secondheiror fideicommissary Testator OBLIGATIONS Hehastheobligationto preserveandtransmitthe inheritance. Heeventuallyreceivesthe propertyfromthefiduciary. None
Q: What are the distinctions between direct substitutionandindirectsubstitution? A:

DIRECT SUBSTITUTION Thesubstitutereceives thepropertyindefault ofthefirstheir institutedwhodoesnot orcannotreceivethe same. Therearevarious liberalities,onethatis immediateandthe otherorothers eventual,butwithonly oneofthemeffective (becauseultimately eithertheinstituted heirsucceedsoritis thesubstitute). Thetestatorsodirects thetransmissionofhis propertythatoneor moreheirsenjoyand mayfreelydisposeof thesame. INDIRECT SUBSTITUTION (Fideicommissary Substitution) Thesubstitutereceives thepropertyafterthe heirfirstinstitutedhas enjoyedthesamefor sometime.
Therearetwo liberalitieswhichare botheffectivebut successivelyenjoyed.
Thefirstheirinstituted isobligedtopreserve thepropertyforthe benefitofoneormore succeedingheirsand hispowerofalienation iscurtailedoratleast limited.
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Hasafurthersocial effectasitlimitsthe freecirculationof propertyandforsuch reasonmanylaws prohibitthesameor limitit. Thereare2transfers Noabsolutedisposition becauseitissubjectto theconditionthathe willpreserveand transmitthesameto thefideicommissary. Andalso,thereis controlontheproperty butthereisalimitto thecirculationofthe property. Thefideicommissaryis limitedtorelatives withinonedegreefrom thefirstheiror fiduciary:parentchild.
1.
FIDUCIARY
Nootherpurposethan topreventthe successionofthe intestateheirs. Thereisonlyone transfer.
Theremustbeafirstheirorfiduciary
Note: The first heir receives property, either upon the death of the testator or upon the fulfillment of anysuspensiveconditionimposedbythewill. The first heir is almost like a usufructuary with right to enjoy the property. Thus, like a usufructuary, he cannot alienate the property.The first heir is obliged to make an inventory but he is not required to furnishabond.
Hasthefreeand absolutedisposition andcontroloverthe property.
Theidentityofthe substitutedoesnot matter.
Q: What are the conditions for a valid fideicommissarysubstitution? A: 1. That the institution does not go beyond one degree from the heir originally instituted; 2. That the substitution be expressly made; 3. That both the fiduciary and beneficiary be living at the time of the testators death; 4. That it should be imposed on the free portionandnotonthelegitime. Q: What are the elements/requisites of fideicommissarysubstitution? A: 1. Theremustbeafirstheirorfiduciary; 2. An absolute obligation is imposed upon the fiduciary to preserve and to transmit to a second heir the property atagiventime; 3. There is a second heir who must be one degreefromthefirstheir; 4. The first and second heir must both be living and qualified at the time of the deathofthetestator.
Q:Whataretheobligationsofafiduciary? A: 1. Topreservetheinheritance; 2. Todelivertheinheritance; 3. To make an inventory of the inheritance. Q: What is the effect of alienation of the property subject to the fideicommissary substitutionbythefirstheir? A: The transfer is not valid. The fiduciary cannot alienate the property either by an act inter vivos or mortis causa. He is bound to preserve the property and transmit it to the second heir or fideicommissary. Q:Whatistheperiodofthefiduciarystenure? A: 1. Primary rule the period indicated by thetestator 2. Secondary rule if the testator did not indicate a period, then the fiduciarys lifetime Q: Is the fiduciary allowed to make deductions totheinheritance? A: GR: The fiduciary should deliver the property intact and undiminished to the fideicommisaryheiruponarrivaloftheperiod XPN: The only deductions allowed, in the absenceofacontraryprovisioninthewillare: 1. Legitimateexpenses; 2. Credits; 3. Improvements
Note: The coverage of legitimate expenses and improvements are limited to necessary and useful expenses,butnottoornamentalexpenses.
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2. ABSOLUTEOBLIGATION TOPRESERVEANDTRANSMITPROPERTY Anabsoluteobligationisimposeduponthe fiduciarytopreserveandtotransmittoasecond heirthepropertyatagiventime. Q: How should an absolute obligation to preserve and to transmit be imposed upon the fiduciary? A: The obligation to preserve and transmit must be given clearly and expressly by giving it a name fideicommissary substitution or by imposing upon the first heir the absolute obligation to preserve and deliver the property to the second heir.
Note:"Giventime"meansthetimeprovidedbythe testator;ifnotprovided,thenitisunderstoodthat theperiodisthelifetimeofthefirstheir.
CAPACITYTOSUCCEEDOFFIDUCIARYAND FIDEICOMMISSARY Thefirstandsecondheirmustbothbelivingand qualifiedatthetimeofthedeathofthetestator. Q:Whymustboththefirstandsecondheirbe livingandqualifiedatthetimeofthedeathof thetestator? A: The fideicommissary inherits not from the first heir but from the testator, thus, the requirement that the fideicommissary be alive or at least conceivedatthetimeofthetestatorsdeath.
Note:Thefideicommissarysubstitutionmustnotbe imposedonthelegitime,onlyonthefreeportion.
st Q: If the testator provided that the 1 heir shall enjoy the property during his life and that upon his death it shall pass to another expressly designated by the testator, but without imposing the obligation to preserve the property, is there fideicommissary substitution inthiscase? A:None.Thereisnofideicommissarysubstitution but merely a legacy of the usufruct of the property. 3.FIDEICOMMISSARY Thereisasecondheirwhomustbeonedegree fromthefirstheir. Q:Whatdoesonedegreemean? A: "One degree" refers to the degree of relationship; it means one generation. As such, the fideicommissary can only be either a parent orchildofthefirstheir.
Note: The relationship is always counted from the first heir. However, fideicommissary substitutions arealsolimitedtoonetransmission.Uponthelapse oftimeforthefirstheir,hetransmitsthepropertyto the second heir. In other words, there can only be onefideicommissarytransmissionsuchthatafterthe first, there can be no second fideicommissary substitution.
Q:Dotheheirstoafideicommissarysubstitution inheritsuccessively? A:No.Boththefirstheirandthefideicommissary inheritthepropertysimultaneously,althoughthe enjoymentandpossessionaresuccessive.

Note:Fromthemomentofdeathofthetestator,the rightsofthefirstheirandthefiduciaryarevested.
Q: What is the effect if the fideicommissary predeceasesthefiduciary? A: If the fideicommissary predeceases the fiduciary, but survives the testator, his rights pass tohisownheirs. Q:Whatistheremedyofthefideicommissaryto protect himselfagainst alienation to an innocent thirdperson? A: If the first heir was able to register the property in his name, fideicommissary should annotate his claim on the land on the title to protect himself against any alienation in favor of innocentthirdparties. When the property passes to the fideicommissary, there is no more prohibition to alienate. Q: What is the effect of the nullity of the fideicommissarysubstitution? A: The nullity of the fideicommissary substitution does not prejudice the validity of the institution of the heirs first designated; the fideicommissary clauseshallsimplybeconsideredasnotwritten.
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Q: If the testator gives the usufruct to different personssuccessively,whatruleswillapply? A:Theprovisionsonfideicommissarysubstitution alsoapplyinacasewherethetestatorgivesthe usufructtovariouspersonssuccessively. Q: Raymond, single, named his sister Ruffa inhis will as a devisee of a parcel of land which he owned. The will imposed upon Ruffa the obligation of preserving the land and transferring it, upon her death, to her illegitimate daughter Scarlet who was then only one year old. Raymond later died, leaving behindhiswidowedmother,RuffaandScarlet. Is the condition imposed upon Ruffa to preserve the property and to transmit it upon her death toScarlet,valid? A: When an obligation to preserve and transmit thepropertytoScarletwasimposedonRuffa,the testator Raymond intended to create a fideicommissary substitution where Ruffa is the fiduciary and Scarlet is the fideicommisary. Having complied with the requirements of Art. 863 and 869 (NCC), the fideicomissary substitutionisvalid. Q: If Scarlet predeceases Ruffa, who inherits the property? A: If Scarlet predeceases Ruffa, the fideicommissary substitution is rendered null or ineffectiveunderArt.863(NCC).AndapplyingArt. 868 (NCC), the fideicommissary clause is disregarded without prejudice to the validity of the institution of the fiduciary. In such case Ruffa shallinheritthedevicefreefromthecondition. If Ruffa predeceases Raymond, can Scarlet inheritthepropertydirectlyfromRaymond? A:Inafideicommissarysubstitution,theintention of the testator is to make the second heir his ultimate heir. The right of the second heir is simply postponed by the delivery of the inheritance to the first heir for him to enjoy the usufruct over the inheritance. Hence, when the first heir predeceased the testator, the first heir did not qualify to inherit and the right of the second heir to receive the inheritance will no longer be delayed provided the second heir is qualified to inherit at the time of the testators death. In fideicommissary substitution, the first andsecondheirsinheritfromthetestator,hence, both should be qualified to inherit from the testatoratthetimeofhisdeath. In the problem, when Ruffa predeceased Raymund, she did not qualify to receive the inheritance to enjoy it usufruct, hence, the right of Scarlet to receive the inheritance upon the death of the testator will no longer be delayed. However, Scarlet is not qualified to inherit from Rayond because she is barred by Art. 992 of NCC being an illegitimate child of Raymonds illegitimate father. The devise will therefore be ineffective and the property will be disposed of byintestacy.(2008BarQuestion) D.CONDITIONALTESTAMENTARYDISPOSITIONS ANDTESTAMENTARYDISPOSITIONSWITHA TERM Q:Whatisaterm? A: It is any future and certain event upon the arrival of which the validity or efficacy of a testamentarydispositionsubjecttoitdepends.
Note: A disposition with a suspensive term does not prevent the instituted heir from acquiring his rights and transmitting them to his heirs even before the arrivaloftheterm. Reason: The right of the heir instituted subject to a termisvestedatthetimeofthetestator'sdeathhe willjustwaitforthetermtoexpire. Iftheheirdiesafterthetestatorbutbeforetheterm expires, he transmits his rights to his own heirs becauseofthevestedright.
Q: When the disposition is subject to a term, what should be done by the instituted heirs or legal heirs so that they can enjoy possession of theproperty? A:Ifthedispositionissubjecttoa: 1. Suspensive term The legal heirs can enjoy possession of the property until the expiration of the period but they must put up a bond (caucion muciana) in order to protect the right of the institutedheir. 2. Resolutory term The legal heirs can enjoy possession of the property but when the term arrives, he must give it to the legal heirs. The instituted heir doesnothavetofileabond.
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E.LEGITIME 1.DEFINITION Q:Definelegitime. A: Legitime is that part of the testator's property which he cannot dispose of because the law has reserved it for certain heirs who are, therefore, calledcompulsoryheirs.(Art.886)
Note:Thereiscompulsiononthepartofthetestator to reserve that part of the estate which corresponds tothelegitime.
Q: In relation to Articles 908 to 910, how shall thereductionfromthelegitimebemade? A: After the legitime has been determined in accordance with the three preceding articles, the reductionshallbemadeasfollows: 1. Donations shall be respected as long as thelegitimecanbecovered,reducingor annulling, if necessary, the devises or legaciesmadeinthewill; The reduction of the devises or legacies shall be pro rata, without any distinctionwhatever. If the testator has directed that a certain devise or legacy be paid in preference to others, it shall not suffer any reduction until the latter have been applied in full to the payment of the legitime. 3. If the devise or legacy consists of a usufruct or life annuity, whose value may be considered greater than that of the disposable portion, the compulsory heirs may choose between complying with the testamentary provision and delivering to the devisee or legatee the part of the inheritance of which the testatorcouldfreelydispose.(Art.911) Ifthedevisesubjecttoreductionshould consist of real property, which cannot be conveniently divided, it shall go to the devisee if the reduction does not absorb onehalf of its value; and in a contrary case, to the compulsory heirs; but the former and the latter shall reimburse each other in cash for what respectively belongs to them. (Art. 912) Thedeviseewhoisentitledtoalegitime may retain the entire property, provided its value does not exceed that of the disposable portion and of the sharepertainingtohimaslegitime.(id.)
2.
Q:Howislegitimedetermined? A: To determine the legitime, the value of the property left at the death of the testator shall be considered, deducting all debts and charges, whichshallnotincludethoseimposedinthewill. To the net value of the hereditary estate, shall be added the value of all donations by the testator that are subject to collation, at the time he made them.(Art.908) Q: Cite the rules governing the donations made bythetestatorinfavorofhischildren,legitimate and illegitimate, and strangers and those which areinofficious. A: 1. 2. Donations given to children shall be chargedtotheirlegitime. Donations made to strangers shall be charged to that part of the estate of which the testator could have disposed byhislastwill. Insofar as they may be inofficious or may exceed the disposable portion, they shall be reduced according to the rules established by this Code. (Art. 909) Donations which an illegitimate child may have received during the lifetime ofhisfatherormother,shallbecharged to his legitime. Should they exceed the portion that can be freely disposed of, they shall be reduced in the manner prescribedbythisCode.(Art.910)
4.
3.
4.
Note: If the heirs or devisees do not choose to avail themselves of the right granted by the preceding article, any heir or devisee who did not have such right may exercise it; should the latter not make use of it, the property shall be soldatpublicauctionattheinstanceofanyone oftheinterestedparties.(Art.913) The testator may devise and bequeath the free portionashemaydeemfit.(Art.914)
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RULESONLEGITIME Q:Canthetestatordeprivethecompulsoryheirs theirlegitimes? A: No. The testator cannot deprive the compulsory heirs of their legitimes, except throughdisinheritance.
Note:Onlythelegitimeisreserved.Thefreeportion maybedisposedofbywill.
Q:Mustcompulsoryheirsaccepttheirlegitimes? A: No. There is no obligation on the compulsory heirstoaccept. Q:Whatarethekindsoflegitime? A: 1. Fixed If the amount (fractional part) does not vary or change regardless of whether there are concurring compulsoryheirsornot. a. legitimate children and descendants (legitimate childrens legitimeisalways) b. legitimateparentsandascendants 2. Variable If the amount changes or varies in accordance with whom the compulsoryheirconcur. a. survivingspouse b. illegitimatechildren c. parentsoftheillegitimatechild
Note:Factorswhichaffectthelegitime: 1. Identity of the concurring compulsory heirsand; 2. Numberofconcurringcompulsoryheirs.
Q: What are the limitations imposed on the testatorregardinghisrightsofownership? A:Thetestatorcannotmakedonationsintervivos which impinge upon the legitime or which are inofficious.
Note: The prohibition does not cover an onerous disposition (sale) because this involves an exchange ofvalues.
Ruleofproximity; Right of representation, in case of predecease, incapacity and disinheritance; 4. If all the legitimate children repudiate their legitime, the next generation of legitimate descendants, succeed in their ownright. Q: What are the rules governing succession in theascendingline? A: 1. Rule of proximity nearer excludes the moreremote; 2. Divisionbyline; 3. Equaldivisionwithintheline. Q: What is/are the remedy(ies) available to a compulsory heir whose legitime has been impaired? A: 1. In case of preterition annulment of institution of heir and reduction of devisesandlegacies 2. In case of partial impairment completionoflegitime 3. In case of inofficious donation collation Q: Is the renunciation or compromise of future legitimeallowed? A: The renunciation or compromise is prohibited andconsiderednullandvoid. Q:Whatisthescopeoftheprohibition? A: 1. Any renunciation of future legitimes, whether for a valuable consideration or not; 2. Any waiver of the right to ask for the reductionofaninnoficiousdonation; 3. Compromise between the compulsory heirs themselves during the lifetime of thetestator.
Note:Theprohibitionisnotapplicableincasesof: 1. Renunciationsorcompromisesmadeafter thedeathofthetestator; 2. Donations or remissions made by the testator to the compulsory heirs as advancesoftheirlegitime.
2. 3.
Q: What are the rules governing succession in thedirectdescendingline? A: 1. Rule of preference between lines descending line is preferred over the ascendingline;
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Q: What is the order of preference in reducing testamentarydispositionsanddonations? A: 1. Legitimeofcompulsoryheirs 2. Donationsintervivos 3. Preferentiallegaciesordevises 4. Allotherlegaciesordevisesprorata.
Note: The order of preference is applicable when: 1. Thereductionisnecessarytopreservethe legitime of compulsory heirs from impairment whether there are donations intervivosornot;or 2. Although,thelegitimehasbeenpreserved by the testator himself there are donationsintervivos.
TABLESOFLEGITIMES.
LegitimatechildrenorDescendants Shareoflegitimate childrenand descendants Freeportion LegitimateParentsandAscendants Shareof legitimate parentsand ascendants Freeportion OneLegitimatechildordescendantand SurvivingSpouse Shareofalegitimate child Shareofthesurviving spouse Freeportion Illegitimatechildrenandlegitimatechildren Shareoflegitimate childrenand descendants Shareofeach illegitimatechildren Freeportion Twoormorelegitimatechildrenor descendantandSurvivingSpouse Shareofalegitimate child ofthenetestate ofthenetestate ofthelegitimeof eachlegitimate childrenorascendant Whateverremains ofthenetestate ofthenetestate ofthenetestate
ofthenetestate ofthenetestate
ofthenetestate
ofthenetestate
Q: What are the steps in the distribution of the estateofthetestator? A: 1. Determinethevalueofthepropertyleft at the death of the testator. (Gross estate) 2. Deduct all debt and charges, except thoseimposedinthewillfromthegross estate.(Netasset) 3. Add the value of all donations by the testatorthataresubjecttocollation. (Net hereditary estate = [Gross estate DebtsandCharges]+donations) 4. Determine who are the compulsory heirs and their corresponding legitimes usingthetableoflegitimesbelow. 5. Determinethefreeportion. Freeportion= nethereditaryestate Less: legitimes(totalamount) 6. Imputationofdonations 7. Distribution of the remaining portion to thelegateesanddevisees. Q: What is the effect of donations to the inheritanceofanheir? A:Donationsintervivosgiventochildrenshallbe charged to their legitime, unless otherwise providedbythetestator. Reason: Donations to the compulsory heirs are advancestothelegitime.
Note: Donations inter vivos to strangers shall be chargedtothefreeportion.
Portionequaltothe Shareofthesurviving legitimeofeachofthe legitimatechildrenor spouse descendant Freeportion Whateverremains
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LegitimateParentsorAscendantsand SurvivingSpouse Shareof legitimate parentsor ascendants Shareofthe surviving spouse Freeportion IllegitimatechildrenandSurvivingSpouse Shareof illegitimate children Shareof the surviving spouse Free portion 1/3ofthenetestate ofthenetestate LegitimateParents;SurvivingSpouse; IllegitimateChildren Sharesand of legitimate parents and ascendants Surviving spouse Illegitimate children Free portion
ofthenetestate
1/8ofthenetestate ofthenetestate 1/8ofthenetestate
SurvivingSpouseAlone;Exception:Marriagein ArticuloMortis Surviving spouse only Free portion Surviving spouse only (marriage inarticulo mortis, testator diedw/in3 months) Free portion Surviving spouse only (marriage inarticulo mortis, testator diedw/in 3mos.but havebeen livingas H&Wfor notless than5yrs) Free portion ofthenetestate
1/3ofthenetestate
1/3ofthenetestate
ofthenetestate
LegitimateParentsorAscendantsand IllegitimateChildren Sharesand of legitimate parents and ascendants Illegitimate children Free portion SurvivingSpouse;LegitimateChildrenor Ascendants;IllegitimateChildren Shareof legitimate childrenand descendants Surviving spouse Illegitimate children Freeportion ofthenetestate
1/3ofthenetestate
ofthenetestate
2/3ofthenetestate
ofthenetestate
Equaltotheportionofthe legitimeofeachlegitimatechild oftheshareofeachlegitimate child Whateverremains
ofthenetestate
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IllegitimateChildrenAlone Shareof illegitimate children Free portion IllegitimateParentsAlone;orWith illegitimatechildrenorLegitimateChildrenor Descendants;orWithSurvivingSpouse Shareof the ofthenetestate illegitimate parents alone Free ofthenetestate portion ofthenetestate Shareof illegitimate parents ofthenetestate Shareof the surviving spouse Free ofthenetestate portion
ofthenetestate
ofthenetestate
TABLEOFINTESTATESHARES LEGEND: Legit.ChildrenorDescendants Legit.ParentsorAscendants SurvivingSpouse NephewsandNieces
LCD LPA SS NN
Illegit.ChildrenorDescendants Illegit.ParentsorAscendantsI BrothersandSisters
ILCD LPA BS
INTESTATEHEIRS AnyClassalone LCDalone SS LCD SS LCD ILCD OneLCD OneILCD SS LCD ILCD SS LPA ILCD ofthefreeportion (SS) Remainingportionofestateafterpayinglegitimes LegitimestobedividedequallybetweentotalnumberofchildrenplustheSS Remainingportionofestateafterpayinglegitimes Legitimestobedividedbytheratioof2:1 Remainingportionofestateafterpayinglegitimestobedividedbytheratioof2:1 OnepartgoestotheILCD Sameshareasalegitimatechild Remainingportionofestateafterpayinglegitimestobedividedbytheratioof2:1 OnepartgoestotheILCD Sameshareasalegitimatechild,providedlegitimesarenotimpaired SHAREINTHEFREEPORTION
(ILCD)
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LPA SS LPA SS ILCD ILCD SS SS ILPA SS BS,NN SS BS,NN (SS) (SS) 1/6 1/6 or (BS,NN)

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StepsinDeterminingtheLegitimeofCompulsoryHeirs
Step 1: INVENTORY (Gross Value of Estate)
Determination of the gross value of the estate at the time of the death of the testator
Step 2: DEDUCT OBLIGATIONS
Determination of all the debts and charges which are chargeable against the estate
Step 3: Net Value
Determination of the net valueof the estate by deducting all the debts and charges from the gross value of the estate
Step 4: Collation
Collation or addition of all the value of all donations inter vivos to the net value of the estate
Net Hereditary Estate
Determination of the Net Hereditary Estate from the total thus found Imputation of all the value of donations inter vivos made to compulsory heirs against their legitimes and of the value of all donations inter vivos made to strangers against the disposable free portion and restoration to the hereditary estate if the donation is inofficious. If the legitime is impaired, the following reductions shall be made: a. First, reduce pro rata non-preferred legacies and devices, and the testamentary dispositions. b. Second, reduce pro rata the preferred legacies and devises c. Third, reduce the donations inter vivos according to the inverse order of their dates. *** As to the remaining portion of the estate, it shall be distributed to the devisees and legatees
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2.COMPULSORYHEIRSANDVARIOUS COMBINATIONS Q:Whoarecompulsoryheirs? A:Thefollowingarecompulsoryheirs: 1. Legitimate children and descendants, with respect to their legitimate parents andascendants; 2. In default of the foregoing, legitimate parentsandascendants,withrespectto their legitimate children and descendants; 3. Thewidoworwidower; 4. Acknowledged natural children, and naturalchildrenbylegalfiction; 5. Otherillegitimatechildrenreferredtoin article287.
NOTE: Compulsory heirs mentionedin Nos.3, 4, and 5 are not excluded by those in Nos. 1 and 2; neither dotheyexcludeoneanother. In all cases of illegitimate children, their filiation mustbedulyproved. The father or mother of illegitimate children of the three classes mentioned, shall inherit from them in the manner and to the extent established by this Code.(Art.887)
Q: What are the classifications of compulsory heirs? A: 1. PrimarycompulsoryheirsTheyarenot excluded by the presence of other compulsoryheirs. E.g. legitimate children, surviving spouse 2. Secondary compulsory heirs Those who succeed only in default of the primarycompulsoryheirs. E.g.legitimateascendants 3. Concurring compulsory heirs They get their legitimes together with the primary or secondary heirs. Neither excludes primary or secondary heirs, noreachother. E.g. Surviving spouse and illegitimate childrenanddescendants.
Legitimatechildrenanddescendants(LCD) Q:Isanadoptedchildacompulsoryheir? A: Legitimate children includes adopted childrenandlegitimatedchildren. Under R.A. 8552 or the Domestic Adoption Law adopted children have the same rights granted to the legitimate children. Adopted children, for all intentsandpurposesareconsideredaslegitimate children. Hence, the adopted children can already exclude legitimateparents/ascendants. Legitimateparentsandascendants(LPA) Q: When do legitimate parents and ascendants inherit? A: Legitimate parents and ascendants inherit in default of legitimate children and descendants. Theyaresecondarycompulsoryheirs. Q: Is the presence of illegitimate children of the decedentexcludetheLPA? A: No. Legitimate parents and ascendants concur withtheillegitimatechildrenofthedecedent. However, if the decedent is himself illegitimate, his illegitimate children exclude the illegitimate parentsandascendants. Survivingspouse(SS) Q: Can a common law spouse be a compulsory heir? A:No.Theremustbevalidmarriagebetweenthe decedent and the surviving spouse. If the marriage is null and void, the surviving spouse cannotinherit. Q: How can the heirs of the decedent use the nullity of marriage to prevent the surviving spousefrominheriting? A: The heirs can raise the issue of nullity of the marriage in the same proceeding for the settlement of the estate. This is allowed because amarriagethatisnullandvoidcanbecollaterally attacked. However, in case of voidable marriages, if the marriage is not annulled before the decedent died,thesurvivingspousecanstillinherit
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Reason: Voidable marriages can only be attacked inadirectproceeding,i.e.annulmentproceeding.

Note: The surviving spouse is not a compulsory heir ofhis/herparentinlaw. Separationinfact will not disqualify the surviving spouse from getting his/her legitime, regardless of his/herguilt.
Illegitimatechildren
Note: Under the Family Code, there is no more distinction between acknowledged natural children and illegitimate children. They are all considered as illegitimate. Compulsoryheirsofapersonwhoisillegitimate: 1. Legitimatechildrenanddescendants; 2. Illegitimatechildrenanddescendants; 3. In default of the foregoing, illegitimate parentsonly; 4. Survivingspouse.
Q:Inwhatwaysmaycompulsoryheirsinherit? A:Compulsoryheirsinheriteither: 1. intheirownright;or 2. byrightofrepresentation 3.RESERVATRONCAL Q:Whatisreservatroncal? A: Reserva troncal The ascendant who inherits from his descendant any property which the latter may have acquired by gratuitous title from another ascendant, or a brother or sister, is obliged to reserve such property as he may have acquired by operation of law for the benefit of relativeswhoarewithinthethirddegreeandwho belongtothelinefromwhichsaidpropertycame. (Art.891) Purpose: To prevent persons who are outsiders to the family from acquiring, by chance or accident, property which otherwise would have remained with the said family. In short, to put back the property to the line from which it originallycame.
Note:Othertermsusedtorefertoreservatroncal: 1. Lineal 2. Familiar 3. Extraordinaria 4. Semitroncal 5. Pseudotroncal
Q: What are the requisites that must exist in order that a property may be impressed with a reservablecharacter? A: 1. That the property was acquired by a descendant (called praepositus or propositus) from an ascendant or from a brother or sister by gratuitous title when the recipient does not give anythinginreturn; 2. That said descendant (praepositus) died withoutanissue; 3. That the same property (called reserva) is inherited by another ascendant (called reservista) by operation of law (either through intestate or compulsory succession) fromthepraepositus;and 4. Thattherearelivingrelativeswithinthe third degree counted from the praepositus and belonging to the same line from where the property originally came (called reservatarios). (Art. 891; Chua v. CFI of Negros Occidental, Branch V, 78 SCRA 412; Rabuya, Civil LawReviewer,pp.634635) Q:Doesreservatroncalexistinanillegitimateor adoptiverelationship? A: No. It only exists in the legitimate family. (Centenov.Centeno,52Phil.322;id,p.635) Q: What are the causes for the extinguishment ofthereserva? A:DDLRRP 1. Deathofthereservista 2. Death of all the relatives within the third degree prior to the death of the reservista 3. Accidental Loss of all the reservable properties 4. Renunciation or waiver by the reserves orreservatarios 5. Registration under Act 496 without the reservable character being annotated if it falls into the hands of a buyerin good faithforvalue 6. By Prescription reservista seeks to acquire (30 years immovable; 8 years movable)
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Q:Differentiatereservaminimaandreserva maxima. A:
RESERVAMINIMA Allofthepropertieswhich thedescendanthad previouslyacquiredby gratuitoustitlefrom anotherascendantorfrom abrotherorsistermustbe consideredaspassingto theascendantreservista partlybyoperationoflaw andpartlybyforceofthe descendantswill. Appliesintestate succession. RESERVAMAXIMA Alloftheproperties whichthedescendant hadpreviouslyacquired bygratuitoustitlefrom anotherascendantor fromabrotherorsister mustbeincludedinthe ascendantslegitime insofarassuchlegitime cancontain. Alwaysfollowedin intestatesuccession Note: To give rise to reserve troncal, the propositus must not have any legitimate children, otherwise, the reservable property will be inherited by the latter The presence of illegitimate children of the propositus will not prevent his legitimate parents or ascendantsfrominheritingthereservedproperty. The propositus is the descendant whose death gives risetothereservatroncal,andfromwhomtherefore thethirddegreeiscounted.
Q:Whoarethepartiesinreservatroncal? A: 1. Origin 2. Propositus 3. Reservista 4. Reservatartios/Reservees ORIGIN Q:Whomustbetheorigininreservatroncal? A: The origin of the property must be an ascendant,brotherorsisterofthepropositus.
Note: The origin must be a legitimate relative because reserva troncal exists only in the legitimate family.
Q:Canthepropositusalienatetheproperty? A: Yes. While propositus is still alive, there is no reserva yet, therefore, he is the absolute owner of the property, with full freedom to alienate or disposeorencumber. Inasmuch as the propositus is the full owner of theproperty,hemayevendefeattheexistenceof any possible reserve by simply not giving the property involved to his ascendant, by way of inheritancebyoperationoflaw.
Note:Thepropositusisreferredtoasthearbiterof thereserva.
RESERVISTA Q:Whoisthereservistainreservatroncal? A: The reservista is the ascendant who inherits from the propositus by operation of law. It is he whohastheobligationtoreserve.
Note: The relationship between the reservista and thepropositusmustbelegitimate. If heinheritedthe property from thepropositus,not by legal succession or by virtue of legitime, there is noobligationtoreserve.
Q:Inorderforreservatroncaltotakeplace,how should the property be transmitted from the origintothepropositus? A: The transmission from the origin to the propositusmustbebygratuitoustitle. Q:Cantheoriginalienatetheproperty? A: Yes. While the origin owns the property, there is no reserva yet, and therefore, he has the perfectrighttodisposeofit,inanywayhewants, subject, however to the rule on inofficious donations. PROPOSITUS Q:Whomustbethepropositus? A: The propositus must be a legitimate descendant or halfbrother/sister of the origin of theproperty.
Q: Does the reservista own the reservable property? A: The reservista is an absolute or full owner, subjecttoaresolutorycondition.Iftheresolutory condition isfulfilled,thereservistasownershipof thepropertyisterminated. Resolutory condition: If at the time of the reservistasdeath,thereshouldstillexistrelatives within the third degree (reservatarios) of the propositus and belonging to the line from which thepropertycame.
Note:Thereservablepropertyisnotpartofthe estateofthereservista.
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Q:Canthereservistaalienatetheproperty? A: The reservista can alienate the property being theownerthereofbutsubjecttothereservation. Q:Isthereservistarequiredtofurnishabond? A: GR: He is required to furnish a bond, security or mortgage to guarantee the safe delivery later on to the reservatarios of the properties concerned,inthepropercases. XPN: The bond, security or mortgage is not needed when the property has been registered or annotated in the certificate of titleassubjecttoreservatroncal.
Note:Uponthereservistasdeaththeownershipof thereservedpropertiesisautomaticallyvestedto thereservatarioswhoareexisting.Hence,the reservistacannotdisposethereservedpropertyby williftherearereservatariosexistingatthetimeof hisdeath.
3. 4. 5.
Fullandhalfbrothersandsisters; Greatgrandparents, Nephewsandnieces.
Q: What are the requisites for passing of title to thereservatarios? A: 1. deathofthereservista;and 2. the fact that the reservatarios survived thereservista.
Note:Thereservatariosinheritthepropertyfrom thepropositus,notfromthereservista. Thereservatariosmustbelegitimaterelativesofthe originandthepropositus. Reservatroncalisgovernedbythefollowingruleson intestatesuccession:(Applicablewhenthereare concurringrelativeswithinthethirddegree) 1. Proximity The nearer excludes the farther 2. The direct line is preferred over the collateralline 3. The descending line is preferred over the ascendingline
Q:Whataretheobligationsofthereservista? A: 1. To make an inventory of the reservable property; 2. To annotate the reservable character of the real property in the Register of Deeds within 90 days from the time he receivestheinheritance; 3. Tofurnishabond,security,ormortgage to answer for the return of property or itsvalue; rd 4. To preserve the property for the 3 degreerelatives. RESERVATARIOS Q:Whoarethereservatarios? A: The reservatarios are relatives within the third degreeofthepropositus,whobelongtothesame linefromwhichthepropertyoriginallycame,who will become the full owners of the property the moment the reservista dies, because by such death,thereservaisextinguished. Q: Who are the relatives within the third degree fromthepropositus? A: 1. Parents; 2. Grandparents;
Q:Whataretherightsofthereservatarios? A: 1. Toaskfortheinventoryofallreservable property 2. The appraisal of all reservable movable property 3. The annotation in the registry of deeds of the reservable character of all reservableimmovableproperty 4. Constitutionofthenecessarymortgage. Q: When does the reservatario acquire the right overthereservableproperty? A: Upon the death of the reservista, the reservatario nearest the decedent propositus becomes, automatically and by operation of law, the absolute owner of the reservable property. (Canov.DirectorofLands) Q: Is there right of representation in reserva troncal? A: There is representation in reserva troncal, but the representative must also be within the third degree from the propositus. (Florentino v. Florentino)
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OPERATIONOFRESERVATRONCAL
Theoriginofthepropertyisthelegitimateascendant, brotherorsisterofthepropositus UpondeathoftheORIGIN,hispropertyistransmittedtothePROPOSITUSeitherbydonationintervivos ormortiscausa,aslongasitisbygratuitoustitle.
ORIGIN
PROPOSITUS
ThePROPOSITUSisalegitimatedescendantorhalfbrother/sisteroftheORIGINoftheproperty. Togiverisetoreservetroncal,thePROPOSITUSmustnot haveanylegitimate children,otherwise,the reservablepropertywillbeinheritedbythelatter ThePROPOSITUSisthedescendantwhosedeathgivesrisetothereservatroncal,andfromwhomthe thirddegreeiscounted.
RESERVISTA
TheRESERVISTAistheascendantwhoinheritsfromthePROPOSITUSbyoperationoflaw.Itishewhohas theobligationtoreserve. TherelationshipbetweentheRESERVISTAandthePROPOSITUSmustbelegitimate. TheRESERVISTAisanabsoluteorfullowner,subjecttoaresolutorycondition. Resolutorycondition: IfatthetimeoftheRESERVISTASsdeath,thereshouldstillexistrelativeswithinthe thirddegree(reservatarios)ofthepropositusandbelongingtothelinefromwhichthepropertycame.
RESERVATARIO
TheRESERVATARIO'sarerelativeswithinthethirddegreeofthepropositus,whobelongtothesameline fromwhichthepropertyoriginallycame,whowillbecomethefullownersofthepropertythemomentthe reservistadies. ThereservatariosinheritthepropertyfromthePROPOSITUS,notfromtheRESERVISTA. UponthedeathoftheRESERVISTA,theRESERVATARIOnearestthedecedentPROPOSITUSbecomes, automaticallyandbyoperationoflaw,theabsoluteownerofthereservableproperty.
4.DISINHERITANCE A.DISINHERITANCEFORCAUSE Q:Whatisdisinheritance? A: Disinheritance is the process or act, thru a testamentarydispositionofdeprivinginawillany compulsoryheirofhislegitimefortrueandlawful cause.
Note: The only way in which a compulsory heir can be deprived of his legitime is through valid disinheritance. Disinheritance is not automatic. There must be evidence presented to substantiate the disinheritance and must be for a valid and sound cause. Effect of disinheritance: Total exclusion to the inheritance, meaning, loss of legitime, right to intestatesuccession,andofanydispositioninaprior will. Disinheritance, however, is without prejudice to the right of representation of the children and descendantsofthepersondisinherited. But the disinherited parent shall not have the usufruct or administration of the property which constitutesthelegitime.
Q: What are the requisites of a valid disinheritance? A:Disinheritancemustbe: 1. Madeinavalidwill; 2. Identity of the heir is clearly established; 3. Foralegalcause; 4. Expresslymade; 5. Causestatedinthewill; 6. Absoluteorunconditional; 7. Total; 8. Causemustbetrueandifchallengedby theheir,itmustbeprovedtobetrue.
Note:Proponentofdisinheritancehastheburdenof proof.
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(1)RECONCILIATION Q: What is the effect of subsequent reconciliation between the offender and the offendedpartyonthelattersrighttodisinherit? A: A subsequent reconciliation between the offender and the offended person deprives the latter of the right to disinherit, and renders ineffectualanydisinheritancethatmayhavebeen made.(Art.922) (2)RIGHTSOFDESCENDANTSOFPERSON DISINHERITED Q:Whatisreconciliation? A: There is reconciliation when two persons who are at odds decide to set aside their differences and to resume their relations. They need not go backtotheiroldrelation.
Note: A handshake is not reconciliation. Ithasto be somethingmore.Itmustbeclearanddeliberate. In order to be effective, the testator must pardon thedisinheritedheir.Thepardonwhetherexpressor tacit, must refer specifically to the heir disinherited and to the acts he has committed, and must be acceptedbysuchheir. In disinheritance, reconciliation need not be in writing.
Q: What is the effect of reconciliation on a personsrighttodisinherit? A: 1. If made before disinheritance right to disinheritisextinguished. 2. If made after disinheritance disinheritanceissetaside. B.DISINHERITANCEWITHOUTCAUSE Q: What is the effect of disinheritance without cause? A: Disinheritance without a specification of the cause, or for a cause the truth of which, if contradicted,isnotproved,orwhichisnotoneof those set forth in this Code, shall annul the institution of heirs insofar as it may prejudice the person disinherited; but the devises and legacies and other testamentary dispositions shall be valid tosuchextentaswillnotimpairthelegitime.(Art. 918)
Q:Whatarethegroundsfordisinheritance? A: 1. Common causes for disinheritance of children or descendants, parents or ascendants,andspouse: a. When the heir has been found guiltyofanattemptagainstthelife of the testator, his/her descendants or ascendants, and spouse, in case of children or parents. b. When the heir by fraud, violence, intimidation, or undue influence causes the testator to make to make a will or to change one alreadymade. c. When the heir has accused the testator of a crime for which the law prescribes imprisonment of six years or more, if the accusation hasbeenfoundgroundless. d. Refusal without justifiable cause to support the testator who disinheritssuchheir. 2. PeculiarCausesforDisinheritance a. ChildrenandDescendants: i. Conviction of a crime which carrieswithitapenaltyofcivil interdiction ii. Maltreatment of the testator b word or deed by the childrenordescendant iii. When the children or descendant has been convicted of adultery or concubinage with the spouse ofthetestator iv. When the children or descendant leads a dishonorable or disgraceful life b. ParentsorAscendants: i. When the parent or ascendant has been convicted of adultery or concubinage with the spouse of the testator ii. When the parents have abandoned their children or induced their daughters to live a corrupt or immoral life, or attempted against their virtue
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iii. iv. Loss of parental authority for causesspecifiedintheCode Attemptbyoneoftheparents against the life of the other, unless there has been reconciliationbetweenthem Q: What is the effect if the thing or property bequeathed or devised belonged to the legatee ordeviseeatthetimethewillwasexecuted? A: The legacy or devise is ineffective even if the legatee or devisee alienates the thing after the willismade. Q: Suppose the legatee or devisee acquired the property after the will has been executed? Suppose he acquired the thing by onerous title? Whatwouldbetheeffect? A: If at the time the legacy or devise is made, the thingdidnotbelongtothelegateeordeviseebut lateronheacquiresit,then: 1. If he acquired itby gratuitous title, then thelegacyordeviseisvoid.
Reason: The purpose of the testator that the property would go to the devisee or legatee has already been accomplished withnoexpensetothelegateeordevisee.
c. Spouse: When the spouse has given causeforlegalseparation ii. When the spouse has given grounds for the loss of parentalauthority 5.LEGACIESANDDEVISES i.
Q:Whatcanbebequeathedordevised? A: Anything within the commerce of man or whichisalienable. Q:Whomaybechargedwithlegaciesand devices? A: 1. Anycompulsoryheir 2. Anyvoluntaryheir 3. Anylegateeordevisee 4. Theestate,representedbytheexecutor oradministrator(Jurado,p.345) Q:Canthetestatorbequeathordeviseathingor propertybelongingtosomeoneelse? A:Itdependsonwhether: 1. Thetestatorthoughtthatheownedit GR: A legacy or devise of a thing belonging to someone else when the testator thought that he owned it is a void legacy or devise because it is vitiatedbymistake. XPN: If the testator acquires it after makinghiswill. 2. The testator knows that he does not ownbutordereditsacquisition If the thing given as devise or legacy is not owned by the testator at the time he made the will but he orders his estatetoacquireit,itisavalidlegacyor devise. The testator knew that he did notownit.Thereisnomistake.
2.
If he acquired it by onerous title, the legacy or devise is valid and the estate may be required to reimburse the amount.
Q: Suppose the property bequeathed or devised has been pledged or mortgaged, who has the obligation to free the property from such encumbrance? A: GR: The pledge or mortgage must be paid by theestate. XPN: If the testator provides otherwise. However,anyotherchargesuchaseasements and usufruct, with which the thing bequeathed is burdened, shall be respected bythelegateeordevisee. Q:Whatisalegacyofcredit? A: It takes place when the testator bequeaths to another a credit against a third person. In effect, itisanovationofthecreditbythesubrogationof thelegateeintheplaceoftheoriginalcreditor. Q:Whatisalegacyofremission? A: It is a testamentary disposition of a debt in favorofthedebtor.Thelegacyisvalidonlytothe extent of the amount of the credit existing at the time of the testator's death. In effect, the debt is extinguished.
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Note: 1. Legacy applies only to the amounts outstanding at the time of the testator's death. The legacy is revoked if the testator files anaction(judicialsuit)againstthedebtor. It applies only to credits existing at the time the will was made, and not to subsequentcredits. Note: When the question of reduction is between and among legatees and devisees themselves, Art. 950 governs; but when there is a conflict between compulsory heirs and legatees/devisees, Art. 911 governs.
2. 3.
Q:Isalegacyordeviseconsideredpaymentofa debt,ifthetestatorhasastandingindebtedness tothelegateeordevisee? A:No,legacyordeviseisnotconsideredpayment of a debt because if it is, then it would be a uselesslegacyordevisesinceitwillreallybepaid. Q: What is the order of payment of legacies and devises? A: 1. Remuneratorylegaciesordevises 2. Legacies or devises declared by testator tobepreferential 3. Legaciesforsupport 4. Legaciesforeducation 5. Legacies or devises of a specific determinate thing which forms part of theestate 6. Allothersprorata
Note:Theorderofpreferenceisapplicablewhen: 1. There are no compulsory heirs and the entire estate is distributed by the testator aslegacy/devise;or 2. There are compulsory heirs but their legitime has already been provided for by the testator and there are no donations intervivos.
Q: What are the grounds for the revocation of legacyordevise? A: 1. Transformation of the thing in such a manner that it does not retain either theformorthedenominationithad. 2. Alienationofthethingbequeathed.
Note: GR:Thealienationofthepropertyrevokes thelegacyordevisenotwithstandingthe nullityofthetransaction. However,whetherornotthelegacyor deviseisrevokedornotdependsonthe basisforthenullityofthecontract: Ifthenullityisbasedonvitiatedconsent, thelegacyordeviseisnotrevoked becausetherewasnointentiontorevoke. Forallothergrounds,thelegacyordevise isrevoked. XPN:Ifthesaleispactoderetroandthe testatorreacquireditduringhislifetime.
3.
Totallossofthethingbequeathed.
Note:Thelossofthethingbequeathed mustnotbeattributedtotheheirs.There shouldbenofaultonthepartoftheheirs.
4.
Q: What is the distinction between Art. 911 and Art.950? A: Orderofpreference Orderofpreference underArt.911 underArt.950 LDPO: 1. Legitimeof compulsoryheirs; 2. Donationsinter vivos; 3. Preferential legaciesor devises; 4. AllOtherlegacies ordevisesprorata 1. 2. 3. 4. 5. RemuneratoryL/D; PreferentialL/D; Legacyforsupport; Legacyforeducation; L/Dofaspecific, determinatething whichformsapartof theestate; 6. Allothersprorata
If the legacy is a credit against a third person or the remission of a debt, and the testator, subsequent to the making of the will, brings an action against the debtorforpayment.
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III.LEGALORINTESTATESUCCESSION A.GENERALPROVISIONS 1.RELATIONSHIP Q:Whatislegalorintestatesuccession? A: Legal or intestate succession is that which is effectedby operation of law in default of a will. It islegalbecauseittakesplacebyoperationoflaw; it is intestate because it takes place in the absence or in default of a last will of the decedent.(Jurado,p.377) Q: What is the formula for application of inheritance? A:Thefollowingareappliedsuccessively:ISRAI 1. Institution of an heir (Bequest, in case oflegaciesordevises) 2. Substitution,ifproper 3. Representation,ifapplicable 4. Accretion,ifapplicable 5. Intestacy, if all of The above are not applicable Q: When can legal or intestate succession take place? A:Intestatesuccessiontakesplacewhen: 1. there is no will; the will is void, or the willisrevoked; 2. the will does not dispose all the property of the testator. (partial intestacy); 3. the suspensive condition attached to theinheritanceisnotfulfilled; 4. The heir predeceased the testator or repudiates the inheritance and no substitution and no right of accretion takeplace. 5. The heir instituted is incapacitated to succeed.
Note: The enumeration is not exclusive; there are other causes for intestacy which are not included in theenumeration.
Q: Can there be a valid will which does not instituteanheir? A: Yes, a will is valid even if it contains only a provision for disinheritance or if only legacies and devisesarecontainedinthewill. Q:Whoareintestateheirs? A: 1. Legitimatechildrenordescendants 2. Illegitimatechildrenordescendants 3. Legitimateparentsorascendants 4. Illegitimateparents 5. Survivingspouse 6. Brothers and sisters, nephews and nieces th 7. Other collateral relatives up to the 5 degree 8. TheState. 2.RIGHTOFREPRESENTATION Q:Whatisrightofrepresentation? A: Right created by fiction of law where the representative is raised to the place and degree of the person represented, and acquires the rights which the latter would have if he were livingorcouldhaveinherited. Q:Whatistheeffectofrepresentation? A: Whenever there is succession by representation, the division of the estate shall be made per stirpes, in such manner that the representativeorrepresentativesshallnot inherit more than what the person they represent would inherit, if he were living or could inherit. (Art. 974)
Note:Perstirpesmeansinheritancebygroup,all thosewithinthegroupinheritinginequalshares. Representationissuperiortoaccretion.
E.g. 1. 2. 3. 4. Preterition; Arrivaloftheresolutorytermorperiod; Fulfillment of a resolutory condition attachedtotheinheritance; Noncompliance or impossibility of complyingwiththewillofthetestator.
Q:Whendoesrightofrepresentationarise? A:Representationmayariseeitherbecauseof: 1. death, 2. incapacity,or 3. disinheritance. Q:Whenisrightorrepresentationnotavailable? A: 1. As to compulsory heirs: In case of repudiation,theonewhorepudiateshis inheritance cannot be represented.
321
Their own heirs inherit in their own right. As to voluntary heirs: Voluntary heirs, legateesanddeviseeswho: a. Predeceasethetestator;or b. Renouncetheinheritance cannotberepresentedbytheirown heirs,withrespecttotheirsupposed inheritance. represent their adopting parents to the inheritanceofthelattersparents. Reason: The law does not create any relationship between the adopted child and the relatives of the adopting parents, not even to the biological orlegitimatechildrenoftheadoptingparents.
Note: Under R.A. 8552 or the Domestic Adoption Law, the adopted child and the adopting parents havereciprocalsuccessionalrights.
2.
Q: Does the representative inherit from the personrepresented? A: No. In representation, the representative does not inherit from the person represented but from thetestatorordecedent. Q: Where does right of representation take place? A: Representation takes place in the direct descendingline,neverintheascending.
Note:Therepresentativehimselfmustbecapableof succeedingthedecedent. An illegitimate child can represent his father, providedthatthefatherwasalsoillegitimate.
Q: Does right of representation apply in the collateralline? A: Right of representation takes place only in favor of children of brothers or sisters, whether full or half blood and only if they concur with at leastoneuncleoraunt.
Note:Thisruleappliesonlywhenthedecedentdoes nothavedescendants.
Q:Whatistheruleonequaldivisionoflines? A: GR: Intestate heirs equal in degree inherit in equalshares. XPN: 1. In the ascending line, the rule of division by line is to the maternal line and to the paternal line, and within eachline,thedivisionispercapita. 2. In the collateral line, the fullblood brothers/sisters will get double that of thehalfblood. 3. The division in representation, where division is per stirpes the representative divide only the share pertainingtothepersonrepresented.
Note: The share of an illegitimate child is of the shareofalegitimateone. Full blood brother or sister is entitled to double the shareofhalfbrotherorsister(Art.1006). Compulsory heirs shall, in no case, inherit ab intesto less than their legitime as provided in testamentary succession.
Q: What is the effect if there is no uncle or aunt uponwhomthechildren,whoseektoinvokethe rightofrepresentation,canconcurwith? A: There shall be no right of representation and ultimately they shall not inherit following Art. 975. Q:Mayanillegitimatesiblingofthedecedentbe represented? A: Yes. An illegitimate brother or sister of the deceased can be represented by his children, without prejudice to the application of the Iron CurtainRule.(Tolentino,p.451) Q: Does the right of representation apply to adoptedchildren? A: No. The right of representation cannot be invokedbyadoptedchildrenbecausetheycannot
IRONCURTAINRULE Q:Whatistheironcurtainrule? A: Art. 992 of the Civil Code provides that illegitimate children cannot inherit ab intestato from the legitimate children and relatives of his mother or father. Legitimate children and relatives cannot inherit in the same way from the illegitimatechild.
Note: The iron curtain rule only applies in intestate succession.
There is a barrier recognized by law between the legitimate relatives and the illegitimate child so that one cannot inherit from the other and vice versa.
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SUCCESSION
Rationale:Thelawpresumestheexistenceof antagonismbetweentheillegitimatechildand thelegitimaterelativesofhisparents. Q:Distinguishtheapplicationofironcurtainrule andrightofrepresentation. A:
IRONCURTAINRULE Prohibitsabsolutelya successionabintestato betweenthe illegitimatechildand thelegitimatechildren andrelativesofthe fatherormotherof saidillegitimatechild. Note:Ironcurtainrule imposesalimitationon rightof representation. Appliesonlyin intestatesuccession RIGHTOF REPRESENTATION Rightcreatedbyfiction oflawwherethe representativeisraised totheplaceand degreeoftheperson represented,and acquirestherights whichthelatterwould haveifhewereliving orcouldhave inherited. Appliesiftheonewho diedfirstisthe illegitimatesparent. Reason:illegitimate willberepresentinghis parentbecauseofthe predecease,thebar imposedbytheiron curtainruleis renderedoperativeto preventsuch. Appliesiftheonewho diedfirstisthe legitimateparentor childofthe illegitimatesparent. Reason:illegitimate inheritsfromhis parentsestatewhich includeshisparents inheritancefromsaid legitimaterelativeor childwhodied.
Appliestoboth intestateandtestate succession Determiningfactor:whodiedfirst?Isitthe parentoftheillegitimatechildorisitthe legitimaterelativeorchildofhisparent?
RightofRepresentationandIronCurtainRule (D)
If the child to be represented is ILLEGITIMATE both legit & illegit children/ descendants can represent him
If the child to be represented is LEGITIMATE only legitimate children/ descendants can represent him
Legit X
Illegit Y
legit (X1)
illegit (X2)
legit (Y2)
illegit (Y1)
Iron Curtain Rule applies
Since X and Y both predeceased D, only X1 can represent X. X2 cannot by virtue of the iron curtain rule. Both Y1 and Y2 can represent Y
323
B.ORDEROFINTESTATESUCCESSION Q:Whatistheorderofpreferencebetweenlines inlegalorintestatesuccession? A:Successiontakesplace: First,inthedirectdescendingline; Second,inthedirectascendingline; Finally,inthecollateralline. Q: What is the order of intestate succession to a legitimatechild? A: In general, and without prejudice to the concurrent right of other heirs in proper cases, the order of intestate succession to a legitimate childisasfollows: 1. legitimatechildrenanddescendants; 2. legitimateparentsandascendants; 3. illegitimatechildren; 4. thesurvivingspouse; 5. collateralsuptothefifthdegree;and 6. the State. (Rabuya, Civil Law Reviewer, p.678) Q: What is the order of intestate succession to anillegitimatechild? A: 1. The legitimate children and descendants of a person who is an illegitimate child are preferred over other intestate heirs, without prejudice to the right of concurrence of illegitimate children and the surviving spouse. 2. In the absence of legitimate children and descendants, the illegitimate children (of the illegitimate child) and their descendants succeed to the entire estate, without prejudice to the concurrent right of the surviving spouse. 3. In the absence of children and descendants, whether legitimate or illegitimate, the third in the order of succession to the estate of the illegitimate child is his illegitimate parents. If both parents survive and are entitled to succeed, they divide the estate share and share alike. Although the law is silent, if the surviving spouse oftheillegitimatechildconcurswiththe illegitimate parents, the surviving spouse shall be entitled to onehalf of
Note: In the ascending line, only the illegitimate parents are entitled to inherit from the illegitimate child; the other illegitimate descendants are not so entitled.
the estate while the illegitimate parents gettheotherhalf.
4.
5.
In default of children or descendants, legitimate or illegitimate, and illegitimate parents, the surviving spouse shall inherit the entire estate. But if the surviving spouse should survive with brothers and sisters, nephews and nieces, the surviving spouse shall inherit onehalf of the estate,andthelattertheotherhalf.The brothers and sisters must be by illegitimate filiation, otherwise, the Iron CurtainRuleshallapply. Although the law is silent, illegitimate brothers and sisters who survive alone shall get the entire inheritance. The legitimate children of the illegitimate parents are not entitled to inherit from the illegitimate child by virtue of Article 992oftheNCC.
TheState.(id.,pp.691692) IV.PROVISIONSCOMMONTOTESTATEAND INTESTATESUCCESSION A.RIGHTOFACCRETION 1.DEFINITIONANDREQUISITES Q:Whatisaccretion? A: Accretion is a right by virtue of which, when two or more persons are called to the same inheritance, devise or legacy, the part assigned to the one who renounces or cannot receive his share, or who died before the testator, is added orincorporatedtothatofhiscoheir,codevisees, orcolegatees. Basis: Accretion is a right based on the presumed will of the deceased that he prefers to give certain properties to certain individuals rather than to his legal heirs. Accretion is preferred over intestacy. 6.
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SUCCESSION
Q:Whataretherequisitesofaccretion? A: 1. Two or more persons must have been called in the testators will to the same inheritance, legacy or devise, or to the sameportionthereof,proindiviso 2. There must be a vacancy in the inheritance, legacy or devise as a result ofpredecease,incapacityorrepudiation Q: In testamentary succession, in what instances mayaccretiontakeplace? A: 1. Predecease 2. Incapacity 3. Renunciation 4. Nonfulfillment of suspensive condition imposeduponinstitutedheir 5. Ineffectivetestamentarydisposition Q:Inintestatesuccession,inwhatinstancesmay accretiontakeplace? A: 1. Predeceaseoflegalheir 2. Incapacityoflegalheir 3. Repudiationbylegalheir
Note: Accretion takes place only if there is no representation. Inrenunciation,thereisalwaysaccretion. Reason:Norepresentationinrenunciation. In intestacy, apply representation first. If there is none,thenaccretionwillapply. In testacy, apply substitution first. If there is no substitution, then accretion will apply. However, in testamentary succession, the inheritance must not havebeenearmarked.Accretioncannottakeplaceif theinheritanceisearmarked.
2. 3.
Those who cannot be identified. (Art. 845) Those who are not permitted by law to inherit.(Art.1027)
Q: Who are incapacitated to succeed based on moralityorpublicpolicy? A:ACO 1. Persons guilty of Adultery or concubinage with the testator at the timeofthemakingofthewill; 2. Persons guilty of the same Criminal offense,inconsiderationthereof; 3. A public officer or his wife, descendants and ascendants, by reason of his Office. (Art.739) Q: Who are incapacitated to succeed by reason ofunworthiness? A:PCAVAFPF 1. Parents who have abandoned their children or induced their daughters to lead a corrupt or immoral life, or attemptedagainsttheirvirtues; 2. Persons Convicted of an attempt against the life of the testator, his or herspouse,descendantsorascendants; 3. Persons who Accused the testator of a crime for which the law prescribes imprisonment for six years or more, if the accusation has been found to be groundless; 4. Heir of full age who, having knowledge of the Violent death of the testator, should fail to report it to an officer of the law within a month unless the authoritieshavealreadytakenaction.
Note: This prohibition shall not apply to cases wherein, according to law, there is noobligationtomakeanaccusation.
B.CAPACITYTOSUCCEEDBYWILLORINTESTACY 1.PERSONSINCAPABLEOFSUCCEEDING Q: What does absolute incapacity to succeed mean? A:Itmeansthepersonisincapacitatedtosucceed in any form, whether by testate or intestate succession. Q:Whoareabsolutelyincapacitatedtosucceed? A: 1. Those not living at the time of death of thetestator
5.
6.
7.
8.
Person convicted of Adultery or concubinage with the spouse of the testator; Person who by Fraud, violence, intimidation, or undue influence should cause the testator to make a will or to changeonealreadymade; Person who by the same means Prevents another from making a will, or from revoking one already made, or who supplants, conceals, or alters the latter'swill; Person who Falsifies or forges a supposed will of the decedent. (Art. 1032)
325
Note:Grounds1,2,3,5and6arethesamegrounds asindisinheritance. Numbers6,7and8coversix(6)actswhichrelateto wills: 1. Causingthetestatortomakeawill 2. Causing the testator to change an existing will 3. Preventing the decedent from making a will 4. Preventing the testator from revoking his will 5. Supplanting, concealing, or altering the testator'swill. 6. Falsifying or forging a supposed will of the decedent.
4.
Any attesting Witness to the execution of a will, the spouse, parents, or children, or any one claiming under such witness, spouse, parents, or children;
Note:Numbers1to4donotapplytolegitimes.
5. Any Physician, surgeon, nurse, health officer or druggist who took care of the testatorduringhislastillness;
Note:Number5isanabsolutedisqualification.
6.
RELATIVEINCAPACITYTOSUCCEED Q:Whatisrelativeincapacitytosucceed? A:Itmeansthepersonisincapacitatedtosucceed becauseofsomespecialrelationtothetestator. Q: What are the grounds for relative incapacity tosucceed? A:UMA 1. Undueinfluenceorinterest(Art.1027) 2. Moralityorpublicpolicy(Art.739) 3. Actsofunworthiness(Art.1032) Q: Who are incapacitated to succeed based on undueinfluenceorinterest? A:PRGWPI 1. The Priest who heard the confession of thetestatorduringhislastillness,orthe minister of the gospel who extended spiritual aid to him during the same period; 2. The Relatives of such priest or minister of the gospel within the fourth degree, the church, order, chapter, community, organization, or institution to which suchpriestorministermaybelong; 3. A Guardian with respect to testamentary dispositions given by a ward in his favor before the final accounts of the guardianship have been approved, even if the testator should die after the approval thereof; nevertheless, any provision made by the ward in favor of the guardian when thelatterishisascendants,descendant, brother,sister,orspouse,shallbevalid;
Individuals, associations and corporations not permitted by law to inherit.
PRIESTS Q:Whoarecoveredbythisdisqualificationto inherit? A:PMRC 1. Priest who heard the confession of the testatorduringhislastillness; 2. Minister of the gospel who extended spiritual aid to him during the same period; 3. Relatives of such priest or minister of thegospelwithinthefourthdegree;or 4. TheChurch,order,chapter, community, organization, or institution to which suchpriestorministermaybelong; Q: What are the requisites for this disqualificationtoapply? A: 1. Thewillwasmadeduringthelastillness ofthetestator; 2. The spiritual ministration must have beenextendedduringthelastillness; 3. The will was executed during or after thespiritualministration. Q: If the confession was made before the will was made, can the priest inherit upon the death ofthesickperson,if: 1. Thepriestisthesonofthesickperson? 2. The priest was the sick persons brother? A: 1. Yes.Hecangetthelegitime.
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SUCCESSION
Note: A priest is incapacitated to succeed when the confession is made prior to or simultaneouslywiththemakingofawill. The disqualification applies only to testamentarydispositions.
2.
Yes.Hecaninheritbyintestacy.
Note: Despite this apparent restriction to Christian ministers, this applies to all spiritualministers,e.g.,Buddhistmonks. Reason: It is conclusively presumed that the spiritual minister used his moral influence to induce or influence the sick person to make a testamentary dispositioninhisfavor.
GUARDIANS Q:Whatisthecoverageofthisdisqualification? A: It applies to guardians, with respect to testamentary dispositions given by a ward in his favor before the final accounts of the guardianship have been approved, even if the testatorshoulddieaftertheapprovalthereof. Q:Whendoesthedisqualificationapply? A: GR: The disqualification applies when the disposition is made after the guardianship began or before guardianship is terminated approval of final accounts or lifting of guardianship. XPN: It does not apply even when the disposition is made after the guardianship began or before it is terminated when the guardianisan:ADBSS 1. Ascendant; 2. Descendant; 3. Brother; 4. Sister;or 5. Spouse. ATTESTINGWITNESSES Q:Whoarecoveredbythedisqualification? A: 1. Attesting witness to the execution of a will; 2. Theattestingwitness: a. spouse, b. parents,or c. children,or
Any one claiming under such witness, spouse,parents,orchildren; Q: Will the disqualification stillapply if there are otherwitnessestothewill? A: It depends upon compliance with the requisite number of witnesses. If, notwithstanding the disqualified witness, the number of witnesses is sufficient,theformerisnotdisqualified. PHYSICIANS Q:Uponwhomdoesthedisqualificationapply? A:PSNHD 1. Physician; 2. Surgeon; 3. Nurse; 4. Healthofficer;or 5. Druggist
Note: For the disqualification to apply, the aforementioned must have taken care of the testatorduringhislastillness.
3.
Q:Whatmustbepresentforthisdisqualification toapply? A: 1. Thewillwasmadeduringthelastillness 2. The sick person must have been taken cared of during his last illness. Medical attendancewasmade. 3. Thewillwasexecutedduringorafterhe wasbeingtakencaredof. PROHIBITEDBYLAWTOINHERIT Individuals, associations and corporations not permittedbylawtoinherit.
327
2.UNWORTHINESSVS.DISINHERITANCE Q: Distinguish Unworthiness from Disinheritance. A:

DISINHERITANCE UNWORTHINESS Effectsontheinheritance Exclusionfromthe Deprivationofa entireinheritance. compulsoryheirofhis However,donations legitime. intervivosarenot affected. Effectsofpardonorreconciliation Reconciliationbetween theoffenderandthe Ifthetestatorpardons offendedpartydeprives theactofunworthiness, thelatteroftherightto thecauseof disinherit,andrenders unworthinessshallbe ineffectualany withouteffect. disinheritancethatmay havebeenmade. Mannerofreconciliationorpardon Expressorimplied Grounds Therearegroundsfordisinheritancewhicharealso causesforincapacitybyreasonofunworthiness. Effectofsubsequentreconciliationifdisinheritance hasalreadybeenmadeonanyofthegrounds whicharealsocausesforunworthiness Themomentthetestatorusesoneofthecausesfor unworthinessasagroundfordisinheritance,he therebysubmitsittotheruleondisinheritance. (Rabuya,CivilLawReviewer,pp.644649;704708)
C.ACCEPTANCEANDREPUDIATIONOFTHE INHERITANCE Q:Whatarethethreeprincipalcharacteristicsof acceptanceandrepudiation? A: 1. Itisvoluntaryandfree 2. Itisretroactive 3. Oncemade,itisirrevocable Q: What are the requisites of acceptance and repudiation? A: 1. Certaintyofthedeathofthedecedent 2. Certaintyoftherightofinheritance
ACCEPTANCE Q:Howmayinheritancebeaccepted? A: 1. Express acceptance through a public orprivateinstrument 2. Tacit acceptance through acts by which the intention to accept is necessarily implied or which one would have no right to do except in the capacityofanheir. Q:Whenisinheritancedeemedaccepted? A: 1. When the heir sells, donates, or assigns hisrights 2. When the heir renounces it for the benefitofoneormoreheirs 3. When renunciation is in favor of all heirsindiscriminatelyforconsideration 4. Othertacitactsofacceptance: a. Heir demands partition of the inheritance b. Heir alienates some objects of the inheritance c. Acts of preservation or administration if, through such acts, the title or capacity of the heirhasbeenassumed d. Under Art. 1057, failure to signify acceptance or repudiation within 30 days after an order of distributionbytheprobatecourt. REPUDIATION Q: What are the ways by which the repudiation of the inheritance, legacy or devise may be made? A: 1. Bymeansofapublicinstrument 2. Bymeansofanauthenticinstrument 3. By means of a petition presented to the court having jurisdiction over the testamentaryorintestateproceedings. Q: What is the effect of repudiation if an heir is bothatestateandlegalheir? A: If an heir is both a testate and legal heir, the repudiation of the inheritance as a testate heir, he is understood to have repudiated in both capacities. However, should he repudiate as a legal heir, without knowledge of being a testate
328
SUCCESSION
heir, he may still accept the inheritance as a testateheir. Q: What is the remedy if the heir repudiates the inheritancetotheprejudiceofhiscreditors? A: If the heir repudiates the inheritance to the prejudice of his own creditors, the latter may petition the court to authorize them to accept it inthenameoftheheir. Requisites: 1. Theheirwhorepudiatedhisinheritance must have been indebted at the time whentherepudiationismade 2. The heirdebtor must have repudiated his inheritance according to the formalitiesprescribedbylaw 3. Such act of repudiation must be prejudicialtothecreditororcreditors. 4. There must be judicial authorization (Art.1052) D.COLLATION Q:Whatiscollation? A: It is the process of adding the value of thing donatedtothenetvalueofhereditaryestate. To collate is to bring back or return to the hereditary mass, in fact or fiction, property which came from the estate of the decedent, during his lifetime, but which the law considers as an advancefromtheinheritance. Collation is applicable to both donations to compulsoryheirsanddonationstostrangers. GR:Compulsoryheirsareobligedtocollate. XPN: 1. When testator should have so expressly provided; 2. When compulsory heir repudiates his inheritance Q: What are the properties that are to be collated? A: 1. Any property/right received by gratuitoustitleduringtestatorslifetime 2. All that may have been received from decedentduringhislifetime 3. All that their parents have brought to collationifalive Q: What are the properties not subject to collation? A: 1. Absolutely no collation expenses for support, education (elementary and secondary only), medical attendance, even in extraordinary illness, apprenticeship, ordinary equipment or customarygifts. 2. Generallynotimputedtolegitime: a. Expenses incurred by parents in giving their children professional, vocational, or other career unless the parents so provide, or unless theyimpairthelegitime. b. Wedding gifts by parents and ascendants consisting of jewelry, clothing and outfit except when they exceed 1/10 of the sum disposablebywill.
Note: Only the value of the thing donated shall be brought to collation. This value must be the value of thethingatthetimeofthedonation.
E.PARTITIONANDDISTRIBUTIONOFESTATE 1.PARTITION Q:Whatispartitionanddistribution? A: It is the separation, division and assignment of a thing held in common among those to whom it maybelong. Q:Whomayeffectpartition? A:Thepartitionmaybeeffectedeither: 1. By the decedent himself during his lifetimebyanactintervivosorbywill 2. By a third person designated by the decedentorbytheheirsthemselves 3. By a competent court in accordance withtheNewRulesofCourt Q:Whocandemandpartition? A:Any: 1. Compulsoryheir 2. Voluntaryheir 3. Legateeordevisee 4. Person who has acquired an interest in theestate
329
Q:Whenpartitioncannotbedemanded? A:Partitioncannotbedemandedwhen:PAPU 1. Expressly Prohibited by testator for a periodnotmorethan20years 2. Coheirs Agreed that estate not be divided for period not more than 10 years,renewableforanother10yrs 3. Prohibitedbylaw 4. To partition estate would render it Unserviceable for use for which it was intended 2.PARTITIONINTERVIVOS Q:Cananestatebepartitionedintervivos? A: Yes. Such partition shall be respected, insofar as it does not prejudice the legitime of compulsoryheirs.(SeeArt.1080) 3.EFFECTSOFPARTITION Q:Whataretheeffectsofpartition? A: 1. Confers upon each heir the exclusive ownershipofpropertyadjudicated. 2. After the partition, the coheirs shall be reciprocally bound to warrant the title to (warranty against eviction) and the quality of (warranty against hidden defects)eachpropertyadjudicated. 3. Theobligationofwarrantyshallceasein thefollowingcases: a. When the testator himself has made the partition unless his intention was otherwise, but the legitime shall always remain unimpaired. b. When it has been expressly stipulated in the agreement of partition, unless there has been badfaith. c. When the eviction was due to a cause subsequent to the partition, or has been caused by the fault of thedistributeeoftheproperty. 4. An action to enforce warranty among coheirs must be brought within 10 years from the date the right of cause ofactionaccrues. Q: What are the effects of the inclusion of an intruderinpartition? A: 1. Between a true heir and several mistakenheirspartitionisvoid. 2. Between several true heirs and a mistaken heir transmission to mistakenheirisvoid. 3. Through the error or mistake; share of true heir is allotted to mistaken heir partition shall not be rescinded unless thereisbadfaithorfraudonthepartof the other persons interested, but the latter shall be proportionately obliged topaythetrueheirofhisshare. Q:Whenpartitioncannotbedemanded? A:Partitioncannotbedemandedwhen:PAPU 1. Expressly Prohibited by testator for a periodnotmorethan20years 2. Coheirs Agreed that estate not be divided for period not more than 10 years,renewableforanother10yrs 3. Prohibitedbylaw 4. To partition estate would render it Unserviceable for use for which it was intended
330

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UST GOLDEN NOTES 2011

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

make one, he must be expressly prohibited by law.

Q: What are the requisites of testamentary capacity? A: 1. Atleast18yearsofage;and 2. Ofsoundmind

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

(1)INWRITING Q:Istherulethateverywillmustbeinwriting mandatory? A:Yes.Ifthewillisnotinwriting,itisvoidand cannotbeprobated.(Rabuya,CivilLawReviewer, p.531)

UST GOLDEN NOTES 2011

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

Doesnot,asarule, revokeentirelythe priorwill.

Awillandacodicil, beingregardedasa singleinstrumentare tobeconstrued together.

UST GOLDEN NOTES 2011

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

Q:Doesprescriptionapplytoprobateofwills? A: The statute of limitations is not applicable to probateofwills(ImprescriptibilityofProbate)

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

TheSignatureoftestatorwasprocured byfraud. ThetestatoractedbyMistakeordidnot intendthattheinstrumenthesigned shouldbehiswill(Art.839,NCC)

Note:Thelistisexclusive. Awilliseithervalidorvoid.Thereisnosuchthingas avoidablewill.

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

Q: What are the distinctions between direct substitutionandindirectsubstitution? A:

Therearetwo liberalitieswhichare botheffectivebut successivelyenjoyed.

Thefirstheirinstituted isobligedtopreserve thepropertyforthe benefitofoneormore succeedingheirsand hispowerofalienation iscurtailedoratleast limited.

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

Nootherpurposethan topreventthe successionofthe intestateheirs. Thereisonlyone transfer.

Hasthefreeand absolutedisposition andcontroloverthe property.

Theidentityofthe substitutedoesnot matter.

UST GOLDEN NOTES 2011

Q:Dotheheirstoafideicommissarysubstitution inheritsuccessively? A:No.Boththefirstheirandthefideicommissary inheritthepropertysimultaneously,althoughthe enjoymentandpossessionaresuccessive.

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

Note:Factorswhichaffectthelegitime: 1. Identity of the concurring compulsory heirsand; 2. Numberofconcurringcompulsoryheirs.

UST GOLDEN NOTES 2011

Portionequaltothe Shareofthesurviving legitimeofeachofthe legitimatechildrenor spouse descendant Freeportion Whateverremains

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

1/8ofthenetestate ofthenetestate 1/8ofthenetestate

Equaltotheportionofthe legitimeofeachlegitimatechild oftheshareofeachlegitimate child Whateverremains

UST GOLDEN NOTES 2011

TABLEOFINTESTATESHARES LEGEND: Legit.ChildrenorDescendants Legit.ParentsorAscendants SurvivingSpouse NephewsandNieces

Illegit.ChildrenorDescendants Illegit.ParentsorAscendantsI BrothersandSisters

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM

UST GOLDEN NOTES 2011

Step 2: DEDUCT OBLIGATIONS

Step 3: Net Value

Net Hereditary Estate

CIVILLAWTEAM: ADVISER:ATTY.ELMERT.RABUYA;SUBJECTHEAD:ALFREDOB.DIMAFELIXII; ASST.SUBJECTHEADS:KARENFELIZG.SUPNAD,LAMBERTOL.SANTOSIII;MEMBERS:PAULELBERTE.AMON,ALSTONANARNA,OZANJ. FULLEROS,CECILIOM.JIMENO,JR.,ISMAELSARANGAYA,JR.;CONTRIBUTORS:LOISERAEG.NAVAL,MONICAJUCOM