SUCCESSION “Sem AY 2013-2014 Mark Dennis Y.C. Joven | Grading Percentages: 40% Final Exam, 30% Midterms, 30% Recitation University Rule§ on class attendance and delinqueney will be strictly enforced. More than three unexcused absences duri \g the semester shall merit a grade of "Dropped" if {he student has passing class cl tanding. If the student has a failing class standing (class stanHling of below 3. shall automatically merit a grade of "5.0" All cellular phorjes and other electronic devices shall be switched to rt nt mode during class Any violation ofthis rule will merit a grade of 6.0 for that specific recit ion. | Addition readings and cases may be assigned during the term. . jeneral Provisions (Arts. 774 — a. Transfet of property, rights and obligations—Arts. 774, 776, 728 4. Union Bank v. Santibanez, 452 SCRA 228 (2005) 2, Estate of Hemady v. Luzon Surety, 100 Phil. 389 (1956) 3. Butte v. Manuel Uy and Sons, GR No. L~15499, 28 February 1962 4. Maglasang y. Cabatingan, Gk 131953, 5 June 2002 5. Lee v, RTC of QC Branch 85, G.R. No. 146006,23 February, 2004 b. Obligations limited to value of inheritance—Ait. 774 1. Alvarez v. IAC, 185 SGRA 8 (1990) 2 Ledeara McLachlin, 66 Phil. $47 (1938) 3. Genato v. Bayhon, et al., GR No| 171035, 24 August 2008 cc. Transfer either through will or operation of law—Art. 774 d. Transmissible rights and obligatio 1. Bonilla v, Barcena, 71 SCRA 491 (1976) 2. Conde v. Abaya, 13 Phil. 249 (1909) 3. Cruz v. Cruz, GR No. 173282, 1 September 2011 4, NHA v. Almeida, GR No. 162784, 22 June 2007 @. Succession occurs at the time of death—Art. 77 Uson v. Del Rosario, 92 Phil De Borja v. Vda. De Borja, 46 SCRA §77(1972) Lorenzo v. Posadas, 64 Phil. 35: Rioferio v. CA, GR No. 129008, 13 January 2004 Pasco v. Heirs of De Guzman, G.R. No. 165554,26 July 2010 Balus v. Balus, G.R. No. 168970) 15 January 2010 PaRENS f. Kinds—Testamentary, Intestate or Mixed—Arts. 778—780 i ‘ractional Heirs, Devisees, Legatees—Art. 782 u i i Succession a. Wills, In General—Arts. 783 - 787 3Rabauilla v. CA, GR No. 113728, 29 June 200 Herreros v. Gil, 88 Phil. 260 Montinola v. Herbosa, CA Rep 2 377 Vitug v. GA, 183 SCRA 755 (1990) BeNe Interpretation of Wills—Arts. 788 ~ 794 1. Parish Priest v. Rigor, 89 SCRA 493 (1979) 2. Yambao v. Gonzales, 1 SCRA 1157 1961) 3. Vda. De Villanueva v. Juico, GR No. L-15737, 8 February 196: fermination of Rules for inne ne Extrinsic Validity of Wills and Conflict of Law Rules— vt. 795, 16, 17, 815 ~ 817, 819 In re will of Rev. Abadia, 95 Phi Miciano v. Brimo, 50 Phil. 887 (1927) In re Estate of Christensen, 7 SCRA 95 (1964) In re Estate of Bellis, 20 SCRA 358 (1967) e i il, 627 (1954) In re Estate of Suntay, 30 June 1954 Llorente v. CA, GR No. 124371, 23 November 2000 Palaganas v. Palaganas, GR No. 169144, 26 January 2014 NOaSONS |. Testamentary Capacity and Intent Arts 96 - 803 Bagtas v. Paguio, GR No. L-6801, 14 March 1912 Torres v. Lopez, GR No. L-25965, 1 November 1926 Sancho v. Abella, 58 Phil. 728 (1933) Neyra v. Neyra, 76 Phil. 333 (1946) ‘Samson v. Corrales, 44 Phil. 573 (1923) Ortega v. Valmonte, e SCRA 247 (2005) PORON= Formal Requirements Ci 1. Estate of At 2. LaCemay. 3. Suroza v. H mmon to Notarial arjd Holographic Wills—Art. 804, 818 ada v. Abaja, GR No. 147145, 31 January 2005 ‘Potot, 12 SCRA 576 (1964) norado, 110 SCRA|388 (1981) | 809, 820 - 624 1. Abangan, 40 Phil, 476 (1919) 2 lentino, 62 Phil, 848 (1936) 3 alud, GR No, L-10751, 23 June 195 4, Barut v. Cabacungan, 21 Phil, 461 (1912) 5. Garcia v, Lacuesta, $0 Phil. 489|(1951) 8. 7. 8 8 lotarial Wills—Arts. 805 — ‘Abangan v.. Payad v. Te Matias v. Nera v. Rimando, 18 Phil. 451 (1911) lcasiano v. Icasiano, 11 SCRA 422 (1964) = Javeliana v. Ledesma, 97 Phil. 258 (1955) 10. Cruz v. Vil 12. Jaboneta v. Gustillo, 5 Phil. 541 (1908) 13. Noble v. Abaja, 450 SCRA 265 (2005) 14. Estate of Bermoy, CA GR No. 2300-R, 19 January 1949 15. Garcia v. Vasquez, 32 ‘SCRA 489 (1970) 16. Alvarado v. Gaviola, 226 SCRA 348 (1993) 17. Caneda v. CA, 222 SCRA 781 (1993) 18. Gil v. Murciano, 88 Phil. 260 (1951) 19. Cuevas v. Achacoso, GR No. L-3497, 18 May 195120. Gonzales v, 22. Guerrero v. CA, 90 SCRA 1 21. Lee v, Tambago, AC No. 521 Bihis, 521 SCRA 23, Azuela v. CA, GR No. 122881 g. Holographic Wills—Art. 810-814 Labrador v. Azaola v. Si Codboy v. Ci Gan v. Yap, Rodelas v. Kalaw v. Re Ajero v. Cot SNOMaeNno Roxas v, F 104 Phil. 509 (1 ranza, 119 SCRA 16 (1982) Jesus, 134 SCRA 245 (1985) CA, 184 SCRA 170 (1990) ingson, 109 Phil. 102 (1980) lugay, 312 SCRA 333 (1999) 3 (1979) , 12 February 2008 394 (2007) , 12 April 2006 5 ova, 132 SCRA 237 (1984) | it of Appeals, GR No. 106720, 15 September 1994 h. Codicils and Incorporation by Reference—Arts. 825 — 827 | i. Republication and Revi Revocation—Arts. 828 2. Cuevas v. 3. Gago v. Mai 4, Molo v. Mol 5. Diaz v. De and Disallow: . Probate Rec De la Cerné Gallanosa | Maloles v. P |. Pastor v. C Coso v. Fert |. Institution of Heirs 1. Arts, 840 — m, Preiteration—Arts. 854 — 1. Reyes v. B 2. Aznar v. Du 3. Acain v. 1A 4, DyYiengSe: 5. Nuguid v. N 6. JLT Agrov, jal—Arts, 835 — 837 4. Maloto v. CA, 188 SCRA 451 uevas, GR No. L. juyac, 49 Phil. 902 , 90 Phil. 37 (1951) eon, 43 Phil. 413, ince of Wills—Arts. 838 — 839 Juirement—Rules of Court, Rules 75 ~ 76 Guevara v. Guevara, 74 Phil, v. Potot, supra ce 1 2. 3. 4. Arcangel, 83 SCRA 676 (1978) 5. Nepomuceno v. CA, 139 SCRA 206 (1985) 6. Nuguid v. Nuguid, 17 SCRA 449 (1966) 7. hillips, GR Nos. 1 8 9. urt of Appeals, 3: yandez, 42 Phil, 596 (1921) 153, 856, Austria 855 retto-Datu, 19 SCRA 85 (1967) \can, 17 SCRA 59 , 155 SCRA 100 ingio v. Reyes, 50 iguid, supra jalansag, 453 SCRA 211 (2005) 1. Substitution of Heirs—Arts. 857 - 870 1. Palacios v. 3. Perez v. Ga ‘amirez, 111 SCRA 704 (1982) 2. PCI Bank v, Escolin, 56 SCRA 2 hitorena, 54 Phi, 7 (1988) | 7, 14 December 1955 1927) (1922) 479 (1943) 29505 & 133359, 31 January 2000 y 1983 | eyes, 31 SCRA 754 (1970) 10 (1966) | (1987) | 18 SCRA 177 (2008) 16 (1974) 431 (1930)©. Conditional Testamentai p. Legitime—Arts. 886 - 91 1, Balane, R. 2. Rosales v. 3. Lapuz v. Eu 4, Baritua v. Ce 5. Solivio v. Cé 6. Padura v. B 7. Florentino v, 8. Edroso v. S 9. Sienes v. E: 10. Gonzales v. 11. Cano v. Dir 12. Visconde v. 13. In re: Adopti 14, Francisco v. 15. Carlos v. Si q. Disinheritance—Arts. 91: 4. Ching v. Rot 1. Legacies and Devises—Arts. 924 - 959 lI Intestate Succession a. General Provisions—Arts. 960 - 969 b. Right of Representation—Arts. 970 - 977 Val, 13 SCRA 406 (1965) 1. Teotico v. D 2. Bicomong v. ©. Order of Intestate Succe: Saysonv. CA, Corpus v. A Leonardo v. Diaz v. IAC, Diaz v. IAC, Santillon v. Bagunu v. Heirs of Sar 40, Armas v. C 11. Baranda v. OPNDAAONS IV. Provisions Common to a. Right to Accretion—Arts. b. Capacity to Succeed by 4. Parish Priest , ReservaTroncal: Pr ‘osales, 148 SCRA femio, 43 SCRA 69 urt of Appeals, 183. 182 SCRA 199 (1 aldovino, GR No. Florentino, 40 Phi lan, 25 Phil, 295 ( sparcia, 1 SCRA 75( CFI, 104 SCRA 47 ctor, 105 Phil. 1 (19: CA, 286 SCRA 217 ion of Stephanie Ga Francisco-Alfonsc ndoval, G.R. No. 17 -923 ‘Almanza, 80 SCRA ion—Arts. 978 fs 205 SCRA 321 ( CA, 120 SCRA 890 150 SCRA 645 (198; liranda, 14 SCRA 5 lad, GR No. 1409) jejas v. Lina, GR N listerio, GR No. 1 jaranda, GR No. 73: Testate and Intestat 1015 - 1023, ill or Intestacy—Arts v. Rigor, 89 SCRA 182 SCRA 427 (1990) Dispositions and Those with a Term—Arts. CA, 334 SCRA 522 (2000), rospect & Retrospect, 58 Phil, Ld 387 9 (1987) (1987) SCRA 565 (1990) 30) 160, 27 December 1958. 180 (1919) 913) (1961) (1981) R No. 138774, 8 Marck 122, 16 December 2008 riguez, GR No. 192828, 28 November 2011 421 (1977) 14 192) iministrator, 85 SORA 587 (1978) Pascual v. Pascual-Bautista, GR No. 84240, 25 March 1 1983) 7) 3 (1965) 5, 8 December 2000 75, 20 May 1987 te Succession 1024 - 1040 193 (1979) GR No. 148311, mont! 2005 141634, 5 February 2001 36467, 6 April 2000 71 — 885; Rabadilla v. 2001 92Acceptance and Repudiation of the Inheritan 1. Intestate Estate of Borromeo v. 2. Imperial v. Executors and Administ Collation—Arts. 1061 — 1077, 908 - 909, 1. De Romav. 2. Vda. De Tu 3. Adan v. Ca Par Partition—Arts. 1078 1. Legasto v. 3. Garcia v. Ci 4. Rivera v. Di 2. Tuason v, Tuason, Jr. and a Extrajudicial Partition by | Effect of Partition—Arts. 1. Santos v. Dé Rescission and Nulity of Other Topics (Time Per 1 Estate Taxes—Tax Code, Donor's Taxes) . Introduction to Estate Plat i} ion and Distribution of Estate A, GR No. 112483, tors—Arts. 1058 CA, 152 SCRA 205, as v. Regional Trial ili, CA No. 299, 18 96 /erzosa, 54 Phil. 766 laliman, 72 SCRA 2 ‘on, 33 SCRA 554 ( 091 ~ 1096 la Cruz, 37 il artition—Arts. 1 itting) Secs. 84-97; BIR R ining —Arts. 1041 — 1057 October 1999 060 1987) larch 1946 (1930) 1 (1989) 170) leirs—Rules of Court, Rule 74, Sec, 1 155 (1971) = 1105 v. Regs. 2-2002 (passil romeo, GR No. L-41171, 23 July 198 ‘ourt, 144 SCRA 622 (1986) fa, Inc., 88 Phil. 428 (1951) 9 discussion on,