Professional Documents
Culture Documents
ProfBalane Successionbar
ProfBalane Successionbar
I.
3) no contract, agreement, renunciation or compromise on legitime or inheritance 905 & 1347, Par. 2.- Taedo v. CA, 252 SCRA 80 [1996]
5) Combinations: 1) Legitimate children alone: of the estate divided equally (Art. 888)
3) One legitimate child and surviving spouse: legitimate child of the estate; surviving spouse of the estate (Art. 892, par. 1)
4) Legitimate children and illegitimate children: legitimate children of the estate; illegitimate children each will get of share of one legitimate child (Art. 176,Family Code)
5) Legitimate children, illegitimate children, and surviving spouse: legitimate children of the estate; illegitimate children each will get of share of one legitimate child;
surviving spouse a share equal to that of one legitimate child. The surviving spouses share is preferred over those of the illegitimate children which shall be reduced if necessary. (Art. 895)
6) One legitimate child, illegitimate children, and surviving spouse: legitimate child of the estate; illegitimate children each will get of share of the legitimate child;
surviving spouse - of the estate. The surviving spouses share is preferred over those of the illegitimate children, which shall be reduced if necessary. (Art. 895)
8) Legitimate parents and illegitimate children: legitimate parents of the estate; illegitimate children of the estate (Art. 896)
9) Legitimate parents and surviving spouse: legitimate parents of the estate; surviving spouse of the estate (Art. 893)
10) Legitimate parents, illegitimate children, and surviving spouse: Legitimate parents of the estate; illegitimate children of the estate; surviving spouse 1/8 of the estate (Art. 899)
11) Surviving spouse alone: of the estate, (or 1/3 If the marriage, being in articulo mortis, falls under Article 900, par. 2) (Art. 900, par. 1)
12) Surviving spouse and illegitimate children; surviving spouse 1/3 of the estate; illegitimate children 1/3 of the estate (Art. 894)
13) Surviving spouse and illegitimate parents: surviving spouse of the estate; illegitimate parents of the estate (Art. 903)
8)
adopted children 8.a SEC. 18. Succession. In legal and intestate succession, the adopter(s) and the adoptee shall have reciprocal rights of succession without distinction from legitimate filiation. However, if the adoptee and his/her biological parent(s) had left a will, the law on testamentary succession shall govern.
8.b no representation Teotico v. Del Val, 13 SCRA 406 [1965]; Sayson v. CA, 205 SCRA 321 [1992]
11) illegitimate children 2:1 (Art. 176, FC) 11.a Representation Art. 902 (compare with Art. 992)
12) preterition 12.a meaning of preterition Seangio v. Reyes, 508 SCRA 177 [2006] 12.b who can be preterited
12.c Effect of preterition Nuguid v. Nuguid, 17 SCRA 449 [1966] Acain v. IAC, 155 SCRA 100 [1987]
12.d when preterition can be determined Only upon testators death JLT Agro v.Balasag, 453 SCRA 211 [2005]
13) reserva troncal 13.a 13.b 13.c 13.d Purpose Requisites Process Parties 13.d.1 Sibling as mediate source 13.d.2 Should Origin and Reservista belong to different lines? 13.d.3. Should Reservatario be related to mediate source?
13.d How to detect a RT a) Is an ascendant inheriting from a descendant? (Be particularly careful if a minor or infant dies).
b) Is it by compulsory/ intestate succession? c) Did the descendant acquire it by gratuitous title from another ascendant or brother/sister?
15)
representation
2)
two kinds of wills & requirements (common & special) Cases: Noble v. Abaja, 450 SCRA 265 [2005] Attestation clause need not state compliance with language requirement.
Cagro v. Cagro, 92:1032; reiterated in Azuela v. CA, 487 SCRA 119 [2006] place of signing of attestation clause
Ortega v. Valmonte, 478 SCRA 247 [2005] Discrepancy in date of attested will & acknowledgment date does not invalidate will.
Guerrero v. Bihis, 521 SCRA 394 [2007] notarization outside place of notarys commission
Alvarado v. Gaviola (226 SCRA 348 [1993]) liberal construction of Art. 808
Azuela v. CA, 487 SCRA 119 [1982] Failure of attestation clause to state number of pages is a fatal flaw.
Labrador v. CA (184 SCRA 170 [1990]) Holographic will may be dated anywhere
3) requirement of probate 2 kinds of probate (post mortem & ante mortem) 1) Probate mandatory (Guevara v. Guevara, 74:479; Seangio v. Reyes, 508 SCRA 177 [2006], Heirs of Lasam v. Umengan, 510 SCRA 496 [2006])
2) Probate conclusive as to due execution or formal validity: i) that testator of sound & disposing mind;
iv) that will genuine. Gallanosa v. Arcangel, 83 SCRA 675 [1978] (reiterated in Nufable v. Nufable, 309 SCRA 692 [1999]; Dorotheo v. CA, 320 SCRA 12 [1999])
3) rules for probate of holographic will (Art. 811) i) Gan v. Yap, 104:509; Rodelas v. Aranza, 119 SCRA 16 [1982]
ii)
5) substitutions Palacios v. Ramirez, 111 SCRA 704 [1982] PCIB v. Escolin, 56 SCRA 266 [1974]
V. Intestate 1) 2) Four basic rules of intestacy who are intestate heirs 2.a) Various combinations [Arts. 979-1014]
5) 992 the successional bar Corpus v. Corpus, 85 SCRA 567 [1978] Diaz v. IAC, 150 SCRA 645 [1987]; 182 SCRA 427[1990]
6) concurrence of surviving spouse & 1 legitimate child 996 Santillon v. Miranda, 14 SCRA 563 [1965]
7) concurrence of spouse & brothers/sisters/nephews/ nieces (Armas v. Calisterio, 330 SCRA 201 [2000])
8) a) illegitimate brothers/ sisters Manuel v. Ferrer, 247 SCRA 476; b) nephews/nieces exclude uncles/aunts Bacayo v. Borromeo, 145 SCRA 986.
c)
Full- & half-blood siblings: c.1 testamentary succession equal (Art. 848) c.2 intestate succession 2:1 (Art. 1006)
VII.Collation Money claims should be filed vs. estate. This is mandatory (Union Bank v. Santibaez, 452 SCRA 228 [2005])
Definitions
1. will 783
3. inheritance 776
4. substitution 857
6. accretion 1015
7. representation 970
8. legitime 886
9. codicil 825
12.
dependent relative revocation 832 / Molo v. Molo, 90:37 The rule is established that where the 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 the efficacy of the new disposition intended to be 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 remain in full force. (Gardner, pp. 232, 233)
Enumerations
probate 839