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Succession Syllabus-Prof Concepcion

Succession Syllabus-Prof Concepcion

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UNIVERSITY OF THE PHILIPPINES COLLEGE OF LAIVV PROF. D. L.

CONCEPCION
first Semester
q

Y 2007-2008

SUCCESSION

I.

CONCEPT OF SUCCESSION 1. Definition and Concept. Arts. 77A, 712 Basis of Succession, 3 Tolentino underlying Principles )nderlying Philippine Law of Succession Report of Code Commission P 109-1 10
2

Ar Arts. 775, 782, 1026, 1029 Subjects of Succession.
'T Reyes, Lai. Reye, Observations on the New IBL en's Journal_ No. 11, Nov. 30, 1950 C ivil Code, XV, Neri V. Akutin, 74 Phil 185 Object of Succession. Arts. 7-6, 791, 131 i, 1429

transmissible rights and ol-li(~at' zn ~' Ions Alvarez v. IAC, 185 SCRA 8 b. Restriction.obligations extinguished by death Iof Court rights and Sec. 5, Rule ~G Rule-,
I

L -1 :. RA 1056, R-,k 7170 /I Ape M 'nc , of Succession. Arts. Articles 50 and 51 Family Code Kinds of Succession a. Testarnentarv. Art. 779 b. Legal or , L or
6

777.

1347, 1 46 1 ,

13

0, 132,390, 391;

Art. 960

c. Mixed. Art. 780 d. Contractual. Arts. 130, 1347, 7522, 1080 Articles 84, 86 Family Code

1

Interpretation should favor validity.'. Art. Art. 50 Phil 867 Cayetano v. 792 f. 17. has testamentary capacity. 817. CA."quired property. Art. 930 a Extent of interest covered. 795 Enriquez v.Will of Riosa.c. etc. Interpretation as a whole. 16 Jimenez v. 'I 83 SCRA 755 i. Interpretation of words. 129 SCRA 524 . 39 Phil 23 b.. 818 purely personal act. Art. Herbosa. d. As to time. 777 Vitug v. 810. Arr. Art. Law governing form a. h. Brimo. Art. Severability of invalid provisions. k.. 3 CARep 2°d 377 j. Leonides. testator Must have animus testandi Montinola v. 769 c. 819 Law governing content a. 95 Phil 927 in R. 816. SIS. 794 4. 783 disposition of property.- c. Art. Art. 815. Arts. Arts. Interpretation of wills a. 7c. 791 e. 783 essentially revocable. Fernandez. Art. Abadia. solemn or formal. unilateral mortis cause. Art. individual. As to place of execution. 784-787 3. 788 b. 90 d. In case of ambiguities. After-a. Art. 793.4. Arts. 2263 b. Art. e. Art. Arts. 184 SCRA 190 Miciano v. As to time of execution. As to successional rights. 828 test tom.

Notarial wills -a. 11 SCRA 4222 C agro v. SOLEMNITIES OF WILLS 1. 95 SC1?_A 752 Javellana v. d. 800 Case of married women. Arts. Vasquez. Rimando. Gaviola. 9 0 Ph i l 4 8 9 Balonan v. Arts. Honrado. 32 SCRA 489 Alvarado v. Witnesses to wills a. L a C U . 810 2. 40 Phil -476 Suroza v. Art. L-10751. U 8 . Art. Icasiano. Supervening incompetency. 798. holographic. Substantial compl anc-_. Kinds of wills a. 803 Supervening incapacity" Art. 97 Phil 258 c. 796 Of sound mind. Specific requirements. Arts. 809 Gil v Murciano. 0 8 Garcia v.INTENT 1. Manta. Art. 620. 801 iL IV. c. Cann 222 SCRA 781 3. Villasor. Who are competent. Arts. 88 Phil 260 Caneda v. 104 Phil 1046. Arts. 1993 d. 806 M (ias v. b. 822 3 . 804 b. 824 Gonzales v. Abangan. S p e c i a l 8 0 7 . Abellana. Art. notarial. Villasor. Ledesma. 90 SCR_A 183 Cruz v. Art. 14 Sept. Art. CA. General requirements. S t a . Who may make a will a. 54 SCRA 31 b. 118 SCRA 195 Icasiano v. 110 SCRA 388 b. 804 Abangan v. 805. 18 Phil 450 Taboada v. 23 June 1958 G a r c i a v . 54 SCRA 31 Gabucan v. GR No. 621. C ai ro. 9 2 Phi l 1 03 2 Cruz v. 109 Ph i l 358 Nera v. Rosal. 799. Age.. 802. Salud. 797 N o t d i s q u a l i f i e d by l a x.

. Abella. hen ma . Arts. Spcc I Fcrequireme Pomis v. Mni-nuyac. Sinoson. Definition of revocation 2 3.art.s v. 814 SCP-A 2 4 ~ K a 1 a v.4. 70 Phil S65 1 1 1 Gago v.'SS b. 804 a. 104 Phil 509 Rode:. 49 Phil 902 Maloto -v. Art. 6. 43 Phil 491 VI. Purpose. L ! 8213 'pana. Holographic wills a. S. 8I 1 Gan v. e i o v a . supra 5. Art. 81 '. Yap. Implied revocat i on. Art. CODICILS 1. CA. IN C O RP O R A T IO N O F D O C UM EN T B Y RE F ER E N C E Ar t 8 27 1. 832.7 revocation. REVOCATION OF WILLS AND TETAIM J ENTARY DISPOSITION 1. 7. 831 Effect of revocation. 2. p. 833. De Jesus. 90 Phil 37 . V. 109 Phil 102 V . 108 4Jnson v. T 510. Art. Art. 834 Doctrine o!' Dependent Relative Revocation Molo v.2: requirements. Report of Code Commission. . 153 SCRA 451 Kalaw v. Definition. CA. P. 119. 829 Modes of revocation. Gene-.P--% 237 7 Ajero %-. 812. 826 VII. -. 830 Lipana T. 4. 825 Solemnities. Molo. 236 SCR'. Relova. SCRA 16 Azaola v. Aranza.-. Requirement for pro'-•ate. revocat i on Law govermn.

Re l ate to Arts. Arts. 1338 Pascual v. 846. 83 SC. 8. 1 h-_ .841 A Freedom of disposition. CA.( an heir. 7 4 P l a i t 4 9 De Borja v.0843 in re!ation to 789 6. Modes of probate 4. Art 842 Manner ofdesignatin. Inst i tution based Reyes. rs. 7. CA. ALLOWANCE OF WILLS. 787 E ffect if % ill institutesno licit. 840 P_-quashes for val i d institution o. 1336. 139 SCRA 206 -"vf. 785. Art. 851-853 . Concept of probate Necessity of probate Gu ev ar ra v.Ans. 2. 849 on 10. CA. A r t s 8 5 5 . Arts.V 1 1 1 . Arcansel. 19 SCRA 83 INSTITUTION OF HEIRS 1. Art. 839.if a definite class. 1337. De Borjal. Azt. 836 1. I favor Disposition '!" L . Potot. Santos `Mercad OF WILLS. l335. 11. 31 SCRA 754 a false cause. 129 SCRA 754 Nepomuceno v. Leonides.v. 122 SCRA 885 Roberts v. Definition. ArtS. Art.848 Individuality of institution. 786 Equality of heirs. De la Cruz. . Art. 850 Austria v. Art.5 3 7 IX. 12 SCRA 576 Maninan. 28 SCRA 421 Reyes v. 114 SCRA 47S Pastor v. Effect of allowance of wills Gallanosa V.P A 676 De la Cerna v. 46 SSCRA 5 3. Art. R E P U B L I C A T I O N A N i ) R E V I V A L O F W I L L S. Barrcto-Data. 845 in relation to Art. G uev ar ra. 9. 847 Simultaneity of institution. Shares in the institution.rcado v.

207 SCPA. With a term a. 878. SUBSTITUION OF HEIRS Con ept 0"SLIbStitl. Arts. inoperative conditions. 863-869 PCIB v. 56 SCRA 266 Palacios v. Singson. 872-874. G-rchitorena. 1 188 c. 871 a. Art 858 a Simple or common. Art. 885. Arts. Art. fl nd par. 1034.ltion. I'ect. se if heirs. 1 par. Art. Disposicion Captatori. a.-_ a. 'Modal. Escolin. Effect. Art. KINDS OF INSTITUTIONS 1_ simple or pure. related to Art. 385. Kinds. Arts. Arts 856 XII. 857 of substitution. Effect. 207 SCRA 600 b. Arts. 861 a Fideicommisary. Ten-co. Ramirez. P. i n L 880 to SQ . Art. Art. conditional. 777 2.-. Tengco. Arts. hinds Vda de Kilayko v. 875 d. S76-877. 860 a Reciprocal. 54 Phil 431 Crisologo v. 8 8 . Compliance. a. 870 XII. 2" par. 880. I I I SCRA 704 Peres v.1 --. 859 Brief or compendious. 8791. Art. 49 SCRA 491 Vda de Kilayko v. Time-limitation on inalienability. Arts.. 600 3. 882-883 4 . I't par. 884 rd 3. Art. Art.

Art. CA. ac ho. I I Phil 332 La. 148 SCRA 69 Baritua v. PD 603 4. 155 SCRA. 100 XVI. I SCR-A. CFA. 39. 19 SCRA 85 Escuin v.XIV. LEGITIME Concept. 17 SCRA 590 Nuguid v. Concurrence of compulsory heirs and their corresponding legitimes. GR L-:3557 Balanay v.om v. 906. Leuterio. Del Val. 991 Edroso v. 906. 17 SCRA 449 Reyes v. Art. Freedom to dispose free portion. 1347 Determination o. Florentine.N. Arts. RESERVA TRONCAL. 64 SCP\. CFA. 144 SCRA 281 Sunnaya v. 25 Phil 295 Sienes v. I S3 SCRA 565 3. Restrictions r--'. 855. 854. Arts 0 88-890. Martinez. 5. iris. 206 SCRA 383 6..% 452 S o l a n o v . 13 SCRA 406 39. Arts. 903. 905. 27 Dec. Arts. Sablan. C A . 1 3 6 S C R A 1 2 2 Acain v. C an-. 918 Aznar v. IAC. EsparcI2. 771 Locsin v. 750 Florentine v. 7S SCRA 406 Gonzales v. PD 603 . CA. NU O Uid. L-I 1960. 908-913. 189-1%0 FC Rosales v. Esculn.. 904. 907.computation. 40 Phil 480 Padura v. 201 SCRA 178 XVIL RESERVA ADOPTIVA. 752. Art. 1958 Chua v. 1Vho are Art 9 S86 to Compulsory heirs. 872. CA. PRETERITIO. 110-4 SCRA 1611 De Papa v. 97 SCRA 517 Teotico v. PoSales. 914 XV. Duncan.-aru-ing the IeLinrne. Baldovino. Banawa v. 892-901. Nj:lrano. Barreto-Date.

When does it take place. supra Fernandez . 962 =De los Santos v. Pascual-Bautista 207 SCP-A 561 2. 37 SCRA 555 B.X V I I I . 85 SCRA 567 Sayson v. sumo Abellana-Bacayo v. 988-992 C o r p u s SCRA 890 Pascual v. legitimate children and descendants. 963-969 B. CA. 21 Feb. 85 S C R . GENERAL PROVISIONS 1. De la Cruz. Order of and share in intestate succession. 1_144 196 I Oct. GR No. 982. Estate of a legitimate decedent t a. Who are the intestate heirs. IAC. Arts. 970-977. 5 6 7 Leonardo v. Art. Art. 1005. Representation. B a n k of P. 14 SCRA 986 Corpuz v. 903. 1006. Arts. 1008 Teotico v. Di mini ba. 992. Arts. C " ~ o IN f ESTATE SUCCESSION X I X . 66574. 960 2. 992 v. 91 5 . Rosales. 992 b. Descending Direct Line 1. L-2 6 Bolen V . Illegitimate children. 990. Corpus. i llegitimate children and descendants. 021 X-XI.. Escohn. Ar t s.. Estate o'Lan illegitimate decedent a. Arts. Arts. A. De la Cruz. Del Val. supra Diaz v. Relationships. 120 . Art.9 2 3 XVIII. Articles 924-959. Art. D I S I N H E I ) I T A N C E . 2015 SCRA. LEGACIES AND DEVISES. ORDER OF INTESTATE SUCCESSION A. 1990 De los Santos v. CA. 987983. 189-190 FC Rosales v. 983. Ferraris-Borromeo. 902.j. Corpuz. 148 SCRA 69 3. 961. 1007. Ar-ts. 869 PCIB v.

D. 1030 Parish Priest of Victoria v. 1040 t) . 1033 Prescription of Action. AscendinL. G. 985-90 Illegitimate parents. 14 SCRASCRA 421 z Bacavo v. Determination. E. Collateral Line. 1020 In legal succession. Arts. Hansen. 1011-1014 PROVISIONS COMMON TG TESTATE AND INTESTATE SUCCESSION X-XII. 1016. 1021 Testamentary. 89 SCRA 493 C. Art. 1032. 80 986 E. v. 1018 Compulsory succession. 1036 Rights of the excluded heir. Arts. Art. Arts. Miranda. 1024-1026. The State. Almanza. Art. 993 D. 1028. 1017. 1022-1023 X XIIL CAPACITY TO Sy'(fCEED A. Arts. PIgor. B. D. 1034. Art. 1121 Santillon v. Arts. Leonides. RIGHT OF ACCRETION A. Who are incapable ol'succeeding. 14 SCRA 563 C. 1031. 3 CA Rep. 1039 Ca-.Erase v. – Arts. 1015. v. Arts. 2. 1937 Liabilities of the excluded heir. Art. Concept. 1027. 1019. 1003-1010 y Bicomon cBorromeo. Art. 1029. 1035. Direct Line 1. F. Arts. Arts.etanc. C. 129 SCRA 522 Who may succeed. Lczitiinate parents and ziscendantl. 1033 Effect of alienations by the excluded heir.

31 Jan. Arts. 1091-1096 Guilas v.-. 110 'Mangoy v. IAC. CA. 27 Feb.. 2 Sept. 1-36083. 1078-1090 Ibarle v. op. 1975 Gabila v. CA. PARTITION AND DISTRIMUTION. CA. 1971. Effects of Partition. 772 Dizon-Rivera v. 33 S\"P<-A 554 De Roma v. I A C . L-5046.XXIV.s. 169 SCRA 517 A l o n z o v . OF THE ESTATE A. it . 37 SCRA C. Po. 92 SCRA 332 D imayu a v. Gnnio-Aquino. CA. Dizon. Arts. CA. 752. ACCEPTANCE AN'[) REPUDIATION OF THE INHERITANCE. Arts. 166 SCRA 76G De los Santos v. 206 SCRA 383 XXVI. COLLATION. 191 SCRA 211 Bautista v. De la Cruz. Bo-ror---o. 1061-1077. 144 SCRA 33 Doromal v. Arts. A. 1953 Alsua Betts v. 1041-1057 Bor-omeo-Herren v. 129 S CF-4. 152 SCP-. Judge. 1 5 0 S C R A 5 1 7 Chavez v. 22 Feb. L-026695. De la Cruz. 1972 De los Santos V. 771. supra B. Rescission and Nullity of Par. 1097-1 i 0 --) FilcnameTroE DLC 0608-05 sallyjayme . 152 SCRA 205 Locsin v. Partition.\ 171 XXV. Perez. CA.

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