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CIVIL LAW REVIEW - BALANE Batch 2013 – SUCCESSION Reviewer Case Title Facts Held/Doctrine

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SUCCESSION
Articles 774-776
Union Bank ! Santi"ane# (2005) On May 31, 1980, the First Countryside Credit Corporation (FCCC) and Efraim anti!a"e# entered into a $oan a%reement in the amount of &128,000'00' (he amount )as intended for the payment of one (1) unit Ford **00 +%ri,u$tura$ (ra,tor' -n .ie) thereof, Efraim and his son, Edmund, e/e,uted a promissory note in fa.or of the FCCC, the prin,ipa$ sum paya!$e in fi.e e0ua$ annua$ amorti#ations' Efraim died, $ea.in% a ho$o%raphi, )i$$' 1urin% the penden,y of the testate pro,eedin%s, the sur.i.in% heirs, Edmund and his sister F$oren,e, e/e,uted a 2oint +%reement, )herein they a%reed to di.ide !et)een themse$.es and ta3e possession of the three (3) tra,tors' 4nion 5an3 fi$ed a Comp$aint for sum of money a%ainst the heirs of Efraim anti!a"e#, Edmund and F$oren,e' 4nion 5an3 asserts that the o!$i%ation of the de,eased had passed to his $e%itimate heirs (Edmund and F$oren,e) as pro.ided in +rti,$e 667 of the Ci.i$ Code8 and that the un,onditiona$ si%nin% of the 9oint a%reement estopped F$oren,e, and that she ,annot deny her $ia!i$ity under the said do,ument' &etitioner and <espondent )ere heirs of <ufo' <ufo mort%a%ed a par,e$ of $and, )hi,h he o)ns, as se,urity for a $oan he o!tained from the <ura$ 5an3 of Mai%o, =anao de$ >orte' <ufo fai$ed to pay' 5an3 )as a!$e to fore,$ose and !uy the property' (he property )as not redeemed hen,e the tit$e )as transferred in fa.or of the !an3 durin% the $ifetime of <ufo' (he parties in this ,ase e/e,uted an E/tra9udi,ia$ ett$ement of Estate in )hi,h they re,o%ni#ed their shares in the disputed $and' <espondent !ou%ht the (here ,an !e no .a$id partition amon% the heirs $ntil a%ter t&e 'ill &as "een (ro"ated! -n our 9urisdi,tion, the ru$e is that there ,an !e no .a$id partition amon% the heirs unti$ after the )i$$ has !een pro!ated' (his, of ,ourse, presupposes that the properties to !e partitioned are the same properties em!ra,ed in the )i$$' -n the present ,ase, the de,eased, Efraim anti!a"e#, $eft a ho$o%raphi, )i$$ )hi,h ,ontained, inter alia, the pro.ision )hi,h reads as fo$$o)s: (e) +$$ other properties, rea$ or persona$, )hi,h - o)n and may !e dis,o.ered $ater after my demise, sha$$ !e distri!uted in the proportion indi,ated in the immediate$y pre,edin% para%raph in fa.or of Edmund and F$oren,e, my ,hi$dren' (he a!o.e;0uoted is an a$$; en,ompassin% pro.ision em!ra,in% a$$ the properties $eft !y the de,edent )hi,h mi%ht ha.e es,aped his mind at that time he )as ma3in% his )i$$, and other properties he may a,0uire thereafter' -n,$uded therein are the three (3) su!9e,t tra,tors' (his !ein% so, any partition in.o$.in% the said tra,tors amon% the heirs is not .a$id' -n e/e,utin% any 9oint a%reement )hi,h appears to !e in the nature of an e/tra;9udi,ia$ partition, as in the ,ase at !ar, ,ourt appro.a$ is imperati.e, and the heirs ,annot 9ust di.est the ,ourt of its 9urisdi,tion o.er that part of the estate' (he Court notes that the $oan )as ,ontra,ted !y the de,edent' (he !an3, purported$y a ,reditor of the $ate Efraim anti!a"e#, shou$d ha.e thus fi$ed its money ,$aim )ith the pro!ate ,ourt in a,,ordan,e )ith e,tion 5, <u$e 8* of the <e.ised <u$es of Court'

Bal$s ! Bal$s (2010)

&etitioner and respondents ne er !e,ame ,o;o)ners of the su!9e,t $ot' (he ri%hts to a person?s su,,ession are transmitted from the moment of his death' -n addition, the inheritan,e of a person ,onsists of the property and transmissi!$e ri%hts and o!$i%ations e/istin% at the time of his death, as )e$$ as those )hi,h ha.e a,,rued thereto sin,e the openin% of the su,,ession' -n the present ,ase, sin,e <ufo $ost o)nership of the su!9e,t property durin% his $ifetime, it on$y fo$$o)s that at the time of his death, the disputed par,e$ of $and no $on%er formed part of his estate to )hi,h his heirs may $ay ,$aim' tated different$y, petitioner and respondents ne.er inherited the su!9e,t $ot from their father'

CIVIL LAW REVIEW - BALANE Batch 2013 – SUCCESSION Reviewer $and from the 5an3 and no) )ant to re,o.er the property from the possession of the petitioner' &etitioner ,ontends ,o; o)nership'

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Article 777
Uson ! del )osario (1953) Faustino >e!reda $eft no other heir e/,ept his )ido) Maria 4son' @o)e.er, p$aintiff ,$aims that )hen Faustino >e!reda died in 1975, his ,ommon;$a) )ife Maria de$ <osario too3 possession i$$e%a$$y of said $ands thus depri.in% her of their possession and en9oyment' 1efendants said that Maria 4son and her hus!and, the $ate Faustino >e!reda, e/e,uted a pu!$i, do,ument )here!y they a%reed that Maria 4son )ou$d !e %i.en a par,e$ of $and !y )ay of a$imony and in return she renoun,ed her ri%ht to inherit any other property that may !e $eft !y her hus!and upon his death' Fran,is,o e/e,uted a )i$$, )hi,h )hi$e in pro!ate $ed to a ,onundrum in the fami$y, )ith 2ose, his son ,ontestin% the .a$idity of (asiana, his se,ond )ife, and Fran,is,oBs marria%e' (he ,ompromise a%reement )as e/e,uted pendin% se.era$ tria$s, )ith the stipu$ations therein ,ontainin% (asianaBs desistan,e in ,$aimin% anythin% in the )i$$, the ,onsideration of )hi,h is payment of 2ose of the amount of &hp200,000 to (asiana amon% others, in e/,han%e to the )ithdra)a$ and desistan,e from further fi$in% any other ,ase' (he same a%reement )as su!mitted and appro.ed !y the pro!ate ,ourt !y 2ose !ut (asiana opposed the same' (he ,ontention of (asiana )as that the a%reement ,ou$d not !e $oo3ed upon )ithout first pro!atin% Fran,is,oBs )i$$' On Mar,h 31, 1965, Fortuanta 5ar,ena (he sur.i.in% )ife, as the on$y &eir o% t&e decedent , has the ri%ht to the o)nership and possession of the $ands' Maria 4son, p$aintiff;appe$$ee, is the $a)fu$ )ife of Faustino >e!reda, former o)ner of the fi.e par,e$s of $ands $iti%ated in the present ,ase' Maria de$ <osario, one of the defendants; appe$$ants, )as mere$y a ,ommon;$a) )ife of the $ate Faustino >e!reda )ith )hom she had four i$$e%itimate ,hi$dren' -t $i3e)ise appears that Faustino >e!reda died in 1975 mu,h prior to the effe,ti.ity of the ne) Ci.i$ Code' Aith this !a,3%round, it is e.ident that )hen Faustino >e!reda died in 1975 the fi.e par,e$s of $and he )as sei#ed of at the time passed from the moment of his death to his on$y heir, his )ido) Maria 4son (+rti,$e *56, o$d Ci.i$ Code)' From that moment of death, therefore, the ri%hts of inheritan,e of Maria 4son o.er the $ands in 0uestion !e,ame .ested' (he ,$aim of the defendants that Maria 4son had re$in0uished her ri%ht o.er the $ands in 0uestion !e,ause she e/press$y renoun,ed to inherit any future property that her hus!and may a,0uire and $ea.e upon his death in the deed of separation they had entered into on Fe!ruary 21, 1931, ,annot !e entertained for the simp$e reason that future inheritan,e ,annot !e the su!9e,t of a ,ontra,t nor ,an it !e renoun,ed' C(he ,$ear o!9e,t of the ,ontra,t )as mere$y the ,on.eyan,e !y (asiana On%sin%,o of any and a$$ her indi.idua$ share and interest, a,tua$ or e.entua$ in the estate of Fran,is,o de 5or9a and 2osefa (an%,o' (here is no stipu$ation as to any other ,$aimant, ,reditor or $e%atee' +nd as a hereditary share in a de,edent?s estate is transmitted or .ested immediate$y from the moment of the death of su,h ,ausante or prede,essor in interest (Ci.i$ Code of the &hi$ippines, +rt' 666) there is no $e%a$ !ar to a su,,essor ()ith re0uisite ,ontra,tin% ,apa,ity) disposin% of her or his hereditary share immediate$y after su,h death, e.en if the a,tua$ e/tent of su,h share is not determined unti$ the su!se0uent $i0uidation of the estate' Of ,ourse, the effe,t of su,h a$ienation is to !e deemed $imited to )hat is u$timate$y ad9udi,ated to the .endor heir' @o)e.er, the a$eatory ,hara,ter of the ,ontra,t does not affe,t the .a$idity of the transa,tion8 neither does the ,oetaneous a%reement that the numerous $iti%ations !et)een the parties) are to !e ,onsidered sett$ed and shou$d !e dismissed, a$thou%h su,h stipu$ation, as noted !y the <i#a$ Court, %i.es the ,ontra,t the ,hara,ter of a ,ompromise that the $a) fa.ors, for o!.ious reasons, if on$y !e,ause it ser.es to a.oid a mu$tip$i,ity of suits'(he ,ontra,t )as !indin% on !oth 2ose and (asiana persona$$y'D

Bor*a ! Bor*a (1962)

Bonilla ! Barcena

+rti,$e 666 of the Ci.i$ Code pro.ides Ethat the ri%hts to the su,,ession are transmitted from

CIVIL LAW REVIEW - BALANE Batch 2013 – SUCCESSION Reviewer +,-76. fi$ed an a,tion for 0uetin% of tit$e o.er par,e$s of $and $o,ated in +!ra' + fe) months after, )hi$e the ,ase )as sti$$ pendin%, Fortunata died' @er heris then re0uested that they su!stitute their mother in the a,tion' (he same and the M<s that fo$$o)ed it, )ere denied !y the $o)er ,ourts' the moment of the death of the de,edent'E From the moment of the death of the de,edent, the heirs !e,ome the a!so$ute o)ners of his property, su!9e,t to the ri%hts and o!$i%ations of the de,edent, and they ,annot !e depri.ed of their ri%hts thereto e/,ept !y the methods pro.ided for !y $a)' (he moment of death is the determinin% fa,tor )hen the heirs a,0uire a definite ri%ht to the inheritan,e )hether su,h ri%ht !e pure or ,ontin%ent' (he ri%ht of the heirs to the property of the de,eased .ests in them e.en !efore 9udi,ia$ de,$aration of their !ein% heirs in the testate or intestate pro,eedin%s' Ahen Fortunata 5ar,ena, therefore, died her ,$aim or ri%ht to the par,e$s of $and in $iti%ation in Ci.i$ Case >o' 85*, )as not e/tin%uished !y her death !ut )as transmitted to her heirs upon her death' @er heirs ha.e thus a,0uired interest in the properties in $iti%ation and !e,ame parties in interest in the ,ase' (here is, therefore, no reason for the respondent Court not to a$$o) their su!stitution as parties in interest for the de,eased p$aintiff' (he tit$e of the property o)ned !y a person )ho dies intestate passes at on,e to his heirs' u,h transmission is su!9e,t to the ,$aims of administration and the property may !e ta3en from the heirs for the purpose of payin% de!ts and e/penses, !ut this does not pre.ent an immediate passa%e of the tit$e, upon the death of the intestate, from himse$f to his heirs'(he deed of e/tra9udi,ia$ sett$ement e/e,uted !y Fi$omena antos Fda' de +$fonso and 2ose e.iden,es their intention to partition the inherited property' -t de$ineated )hat portion of the inherited property )ou$d !e$on% to )hom'

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Al%onso ! S(s! Andres +/0,0.

)e($"lic s! 1arcos-1anotoc (2012)

@eirs Fi$omena and 2ose issued an e/tra9udi,ia$ sett$ement !et)een the as to the estate of Mar,e$ino +$fonso' 2ose $ater on so$d his share of the property to 3rd persons' (he heirs of 2ose in this ,ase fi$ed a ,ase of a,,ion pu!$i,iana a%ainstthe 3rd persons a$$e%in% that the e/tra9udi,ia$ sett$ement )as in.a$id for pu!$i,ation is re0uired !efore the same ,an ta3e effe,t' (he ,ase is a petition for re.ie) fi$ed !y <& assai$in% the reso$utions issued !y the andi%an!ayan in ,onne,tion )ith an a$$e%ed portion of the Mar,osesB supposed i$$;%otten )ea$th' (he ,ase in.o$.es &200 !i$$ion of the Mar,osesB a$$e%ed a,,umu$ated i$$;%otten )ea$th' (hus, numerous ,i.i$ and ,rimina$ ,ases )ere su!se0uent$y fi$ed' One of the ,i.i$ ,ases fi$ed !efore the andi%an!ayan to re,o.er the Mar,osesB a$$e%ed i$$;%otten )ea$th )as no) su!9e,t of this &etition' -n 2005, the andi%an!ayan issued the assai$ed <eso$ution, )hi,h %ranted a$$ the 1emurrers to E.iden,e e/,ept the one fi$ed !y -me$da <' Mar,os' CGthe fa,t that -me$da )as the ,ompu$sory heir and administratri/ of the Mar,os estate )ere the primary reasons )hy the ,ourt he$d that she )as responsi!$e for a,,ountin% for the funds and properties a$$e%ed to !e

(he Comp$aint is one for the re.ersion, the re,on.eyan,e, the restitution and the a,,ountin% of a$$e%ed i$$;%otten )ea$th and the payment of dama%es' in,e the pendin% ,ase !efore the andi%an!ayan sur.i.es the death of Ferdinand E' Mar,os, it is imperati.e therefore that the estate !e du$y represented' (he purpose !ehind this ru$e is the prote,tion of the ri%ht to due pro,ess of e.ery party to a $iti%ation )ho may !e affe,ted !y the inter.enin% death' Court too3 9udi,ia$ noti,e of the pro!ate pro,eedin%s re%ardin% the )i$$ of Ferdinand E' Mar,os' 4n$ess the e/e,utors of the Mar,os estate or the heirs are ready to )ai.e in fa.or of the state their ri%ht to defend or prote,t the estate or those properties found to !e i$$;%otten in their possession, ,ontro$ or o)nership, then they may not !e dropped as defendants in the ,i.i$ ,ase pendin% !efore the andi%an!ayan' <u$e 3, e,' 6 of the <u$es of Court defines indispensa!$e parties as those parties;in;interest )ithout )hom there ,an !e no fina$ determination of an a,tion' 4nder the ru$es of su,,ession, the heirs instantaneous$y !e,ame ,o;o)ners of the Mar,os properties upon the death of the &resident' (he property ri%hts and o!$i%ations to the e/tent of the .a$ue of the inheritan,e of a person are transmitted to another throu%h the de,edentBs death' -n this ,on,ept, nothin% pre.ents the heirs from e/er,isin% their ri%ht to transfer or dispose of the properties that ,onstitute their $e%itimes, e.en a!sent their de,$aration or a!sent the partition or the distri!ution of the estate' -n Jakosalem v. Rafols, )e said: +rti,$e 770 of the Ci.i$ Code pro.ides that 2t&e (ossession o% &ereditar3 (ro(ert3 is dee4ed to "e trans4itted to t&e &eir 'it&o$t interr$(tion %ro4 t&e instant o% t&e deat& o% t&e decedent5 in case t&e in&eritance "e acce(ted!6 +nd Manresa )ith reason states

CIVIL LAW REVIEW - BALANE Batch 2013 – SUCCESSION Reviewer i$$;%otten' Aith re%ard to the si!$in%s -mee Mar,os;Manoto, and 5on%!on% Mar,os, 2r', the ,ourt noted that their in.o$.ement in the a$$e%ed i$$e%a$ a,ti.ities )as ne.er esta!$ished'D On 20 1e,em!er 2005, petitioner fi$ed its Motion for &artia$ <e,onsideration, insistin% that there )as a preponderan,e of e.iden,e to sho) that respondents Mar,os si!$in%s and Hre%orio +raneta --had ,onni.ed )ith their parents in a,0uirin% i$$;%otten )ea$th' It (ointed o$t t&at res(ondents 'ere co4($lsor3 &eirs to t&e de(osed 7resident and 'ere t&$s o"li8ed to render an acco$ntin8 and to ret$rn t&e ill-8otten 'ealt&! (he petition )as denied hen,e this appea$' that $(on t&e deat& o% a (erson5 eac& o% &is &eirs 2"eco4es t&e $ndi ided o'ner o% t&e '&ole estate le%t 'it& res(ect to t&e (art or (ortion '&ic& 4i8&t "e ad*$dicated to &i45 a co44$nit3 o% o'ners&i( "ein8 t&$s %or4ed a4on8 t&e co-o'ners o% t&e estate '&ile it re4ains $ndi ided!6 (3 Manresa, 3568 Alcala vs. Alcala, 35 &hi$' *69') +nd a,,ordin% to arti,$e 399 of the Ci.i$ Code, e er3 (art o'ner 4a3 assi8n or 4ort8a8e &is (art in t&e co44on (ro(ert3, and the effe,t of su,h assi%nment or mort%a%e sha$$ !e $imited to the portion )hi,h may !e a$$otted him in the partition upon the disso$ution of the ,ommunity' Hence5 in t&e case o% Ramirez vs. Bautista5 ,4 7&il! 9/:5 '&ere so4e o% t&e &eirs5 'it&o$t t&e conc$rrence o% t&e ot&ers5 sold a (ro(ert3 le%t "3 t&eir deceased %at&er5 t&is Co$rt5 s(eakin8 t&r$ its t&en C&ie% ;$stice Ca3etano Arellano5 said t&at t&e sale 'as alid5 "$t t&at t&e e%%ect t&ereo% 'as li4ited to t&e s&are '&ic& 4a3 "e allotted to t&e endors $(on t&e (artition o% t&e estate'

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Article 7:<
=it$8 s! CA (1990) <omari,o Fitu% and >enita +$onte )ere ,o;administrators of 1o$ores Fitu%Bs (de,eased) estate' <o)ena Corona )as the e/e,utri/' <omari,o, the de,easedBs hus!and, fi$ed a motion )ith the pro!ate ,ourt as3in% for authority to se$$ ,ertain shares of sto,3 and rea$ properties !e$on%in% to the estate to ,o.er a$$e%ed ad.an,es to the estate, )hi,h he ,$aimed as persona$ funds' (he ad.an,es )ere used to pay estate ta/es' Corona opposed the motion on %round that the ad.an,es ,ame from a sa.in%s a,,ount (5an3 of +meri,a) )hi,h formed part of the ,on9u%a$ partnership properties and is part of the estate' (hus, there )as no %round for reim!ursement' <omari,o ,$aims that the funds are his e/,$usi.e property, ha.in% !een a,0uired throu%h a sur.i.orship a%reement e/e,uted )ith his $ate )ife and the !an3' (he $o)er ,ourt uphe$d the .a$idity of the a%reement and %ranted the motion to se$$' (he ,on.eyan,e is not mortis ,ausa, )hi,h shou$d !e em!odied in a )i$$' + )i$$ is a persona$, so$emn, re.o,a!$e and free a,t !y )hi,h a ,apa,itated person disposes of his property and ri%hts and de,$ares or ,omp$ies )ith duties to ta3e effe,t after his death' (he !e0uest or de.ise must pertain to the testator' -n this ,ase, the sa.in%s a,,ount in.o$.ed )as in the nature of ,on9u%a$ funds' in,e it )as not sho)n that the funds !e$on%ed e/,$usi.e$y to one party, it is presumed to !e ,on9u%a$' -t is a$so not a donation inter .i.os !e,ause it )as to ta3e effe,t after the death of one party' -t is a$so not a donation !et)een spouses !e,ause it in.o$.ed no ,on.eyan,e of a spouseBs o)n properties to the other' -t )as an error to in,$ude the sa.in%s a,,ount in the in.entory of the de,easedBs assets !e,ause it is the separate property of <omari,o' (hus, <omari,o had the ri%ht to ,$aim reim!ursement' + )i$$ is a persona$, so$emn, re.o,a!$e and free a,t !y )hi,h a ,apa,itated person disposes of his property and ri%hts and de,$ares or ,omp$ies )ith duties to ta3e effe,t after his death' ur.i.orship a%reements are permitted !y the >CC' @o)e.er, its operation or effe,t must not !e .io$ati.e of the $a) (i'e' used as a ,$oa3 to hide an inoffi,ious donation or to transfer property in fraud of ,reditors or to defeat the $e%itime of a for,ed heir)' (he .a$idity of the ,ontra,t seems de!ata!$e !y reason of its Esur.i.or;ta3e;a$$E feature, !ut in rea$ity, that ,ontra,t imposed a mere o!$i%ation )ith a term, the term !ein% death' u,h a%reements are permitted !y the Ci.i$ Code'

isee' 5are a$$e%ations of duress or inf$uen.3ery .ien.$aim of &a.ument' (he )itnesses )ere 1ra' =impin.0uired the properties from her parents and the properties she is !e0ueathin% to =O<E>IO.annot !e used as !asis to deny the pro!ate of a )i$$' .e that the testator made it durin% a $u.ustoms of her faith (offer masses year$y for the repose of her sou$ and of >i. undue and improper inf$uen.$e 800 >CC states: C+rt' 800' (he $a) presumes that e.ien.o and Faustino' (he three attested to the Ai$$Bs due e/e.is.ia e/pressed in the presen. !e0ueathed a$$ her properties to respondent =oren#o (her nephe)) and his )ife and their . )as e/e.i.ase.ordan. )hi$e +ntonio 5a$ta#ar fi$ed an opposition on the fo$$o)in% %rounds: =oren#o is dis0ua$ified to !e appointed as administrator !ein% a .e that &a.iaBs for%etfu$ness.e and pressure.ter of the testamentary a.ia )as menta$$y in.CIVIL LAW REVIEW . !efore ma3in% his )i$$ )as pu!$i. &a.a$id )i$$' +ssumin% that it )as a donation inter .os.Epifania and their spouses) !e o!ser. apart from this .$e 699 pro.ersed statin% that the sur. there )as no sho)in% that &a.hara. to his )ife CO<+IO> and to his t)o (2) .ame to 3no) and treated &a.ution' <(C: denied =oren#o to !e an administrator !ein% a ..$ause and on the $eft mar%in of pa%es' =oren#o fi$ed a petition for the pro!ate of the Ai$$ of &a.e of proof to the .ution of the Ai$$' 1ore i4(ortantl35 a testator is (res$4ed to "e o% so$nd 4ind at t&e ti4e o% t&e e?ec$tion o% t&e @ill and t&e "$rden to (ro e ot&er'ise lies on t&e o((ositor! +rti.ia )as C magulyanD or for%etfu$ so mu.iti#en and resident of 4 +8 the Ai$$ )as not e/e.ti.ia as his o)n mother' (he Ai$$.a$idity of the )i$$ must pro.ution !y affi/in% their si%natures !e$o) its attestation .ien.ien.apa!$e to ma3e a Ai$$ at the time of its e/e.ontrary' (he !urden of proof that the testator )as not of sound mind at the time of ma3in% his dispositions is on the person )ho opposes the pro!ate of the )i$$8 !ut if the testator.ia )as a)are of the nature of her estate to !e disposed of. the !urden to pro.e$y stripped her of testamentary .ia a spinster.iaBs nephe) )hom she treated as her o)n son' Con.e )ith the re0uirements of the $a) and that &a.eyan.ien.h.erse$y. =oren#o .uted in the house of retired 2ud%e =impin.h so that it effe.i. that )ou$d sho) that &a. thus.ed upon her death' he )as )e$$ a)are of ho) she a.id inter.$uded therein as de. fraud and tri.a$ or other)ise. it is a prohi!ited donation (donation !et)een spouses)' 5 Article :00 Balta#ar s! >a?a (2012) &a. (he petitioners . in the a!sen.a$'D @ere.apa.ien.ts of her !ounty and the .onstitutes a .hi$dren' + third .ute a Ai$$' For%etfu$ness is not e0ui.ia )as of unsound mind at the time of the e/e.essari$y ma3e a person menta$$y unsound so as to render him unfit to e/e. one month. the proper o!9e.$y 3no)n to !e insane one month or $ess !efore the ma3in% of the Ai$$' C$ear$y.ien.e of the instrumenta$ )itnesses that the do.uted and attested to in a. medi.a$ent to !ein% of unsound mind as +rti.ity is untena!$e' (he state of !ein% for%etfu$ does not ne.ution of the )i$$ and )as not in.ien. &a. )ithout any !rothers or sisters.ien.ides' -n this .e' +fter )hi.ia' Furthermore.ien.e.ien.h did not .$aim that &a.$y 3no)n to !e insane.ument is her $ast )i$$ and testament' he thereafter affi/ed her si%nature at the end of the said do.iden.BALANE Batch 2013 – SUCCESSION Reviewer C+ re.ien.ien.ia t)i. Fran.omeda.ausa )hi.ia )as pu!$i.orship a%reement .hi$d )as !orn after the e/e. )as read to &a. or $ess.e mortis . there is no su!stantia$ e.ery person is of sound mind.iti#en and resident The burden to prove that Paciencia was of unsound mind at the time of the execution of the will lies on the shoulders of the petitioners.ia.t' he spe. the person )ho maintains the .e of fear or threats.on.hi$dren' =oren#o is &a.ia$$y re0uested that the .omp$y )ith the forma$ities of a .

!ut )as on$y a!$e to si%n the 2nd pa%e !e.$ude this in.ontends.ersed <(C 6 Article :04 SU)OAA ! HON)ADO (1981) (his . the fai$ure to in.ident in the attestation .oid !e. an o!.ontends that after thum!mar3in% the pa%es of the )i$$. thum!mar3ed !y.e .ase dea$t )ith an administrati. su.t 3no)n to the testator' ' Court said: (here is no statutory re0uirement to state in the )i$$ itse$f that the testator 3ne) the $an%ua%e or dia$e.ou$d on$y mean that the )i$$ )as )ritten in a $an%ua%e not 3no)n to the i$$iterate testatri/ and.en ho) testator )as on$y a!$e to si%n the se. it )as stated that En%$ish )as a $an%ua%e Cunderstood and 3no)nD to the testatri/' 5ut in its . %i.$ause )as fata$' Article :09-:06 1ATIAS ! SA>UD (1958) Court he$d that the )i$$ shou$d !e admitted to pro!ate' <e: (a): (he e/pert )itness of oppositor . that the )i$$ )as fata$$y defe.ause after)ards. a$ud ..aused +tty' F$orentino 2a.ause the in3 of the )ritin% fai$ed to spread a$on% the rid%e $ines of the fin%erprints' @o)e. and that )here su.ti.hi$dren of +$ipio +!ada.ordin% to the Court.ient to refuse pro!ate )hen the e. the Court said that the e/pert fai$ed to ta3e into a. %i.er.ause of the mandatory pro. she e/perien.ip$inary a. the de.ted one of the )itnesses to si%n for <a0ue$' @o)e. therefore.ano .e !een done prior to the thum!mar3in%8 and (!) Matias . it is .ious$y i$$iterate testatri/' Court said that 2ud%e @onrado shou$d !e su!9e.t 3no)n to the testator' (he )i$$ )as )ritten in panish' Matias sou%ht to ha.CIVIL LAW REVIEW .$ause that another person )rote the testatorBs name at his re0uest' o -t is true that )here a testator emp$oys an unfami$iar )ay of si%nin%.edentBs name !e. (he pro!ate of the )i$$ of +ntero Mer..$ause is fata$$y defe.BALANE Batch 2013 – SUCCESSION Reviewer of 4 + C+: re.e is a fa.ontended.omp$aint fi$ed a%ainst 2ud%e @onrado )ho a$$o)ed the pro!ate of a )i$$ )ritten in En%$ish.t used in the )i$$' (his is a matter that a party may esta!$ish !y proof aliunde. and !oth the attestation .tor to !e .in% e/perien.ond pa%e.on.ado dated 2an 1973 and )ritten in -$o. a.$udin% para%raph.h si$en. CA7ONONBNOB>E ! ABA.en ho) they had to )ait for the pain in the testatri/Bs shou$der to su!side !efore she . )ho .edent.on.ed pain !e. a$$e%in% that he is the son of one of the natura$ .ery )i$$ must !e e/e.essary to state in the attestation .ou$d )rite her name' (hus.er.uted in a $an%ua%e or dia$e..e for the proponent fu$$y satisfies the .-9. a$ud presented an e/pert )ho testified that the )ritin% of the name must ha. the $a)yer then assistin% <a0ue$ instru.A (2005) +!a9a.$ause and the )i$$ are si$ent on the matter.ontends that sin.$uded that the fin%erprints )ere affi/ed su!se0uent to the )ritin% of the de.ount the fa.e <a0ue$ )as not a!$e to )rite her name anymore.i$ Code that e.ause of Jherpes #oster'B) (he attestation . amon% others.e a$ready dried' ' <e: (!): o (his Court has repeated$y he$d that the $e%a$ re0uisite that the )i$$ shou$d !e si%ned !y the testator is satisfied !y a thum!print or other mar3 affi/ed !y him. as re0uired !y Barcia ! >ac$esta +.onsidered a%ainst the authenti.tion' -n the openin% para%raph of the )i$$.ti. it )as stated that the )i$$ )as read to the testatri/ Cand trans$ated into the Fi$ipino $an%ua%eD' (hat .t that 10 to 20 minutes passed !et)een the affi/in% of the thum!mar3 and the )ritin% of the name.e Ha!ina <a0ue$Bs )i$$ pro!ated' (his )as opposed !y a$ud.ourt (as in the .e as it did not indi. Matias .ier to )rite the testator?s name under his e/press dire. the in3 for the thum!print must ha.ase at !ar.edent )as as3ed to si%n her name as )e$$. it is unne.ision of +rt' 807 of the Ci.er. fi$ed a petition for the pro!ate of +!adaBs )i$$' (his )as opposed !y Caponon%. ha.tion.iden.ate that it )as )ritten in a $an%ua%e or dia$e.h mar3 is affi/ed !y the de.ity of the testament8 !ut the fai$ure to des. on the fo$$o)in% %rounds: (a) first.ado .ted to dis.ed pain in her shou$der' @o)e.e for fai$in% to state that +ntero Mer.ri!e the unusua$ si%nature !y itse$f a$one is not suffi.

ided it is )ritten at her re0uest and in her present.onne.e seen ea. it is unimportant )hether the person )ho )rites the name of the testatri/ si%ns his o)n or not' (he important thin% is that it .ast upon the paper at the moment of its su!s. and )ou$d defeat the purpose for )hi.onsists and at the end thereof 5arut app$ied for the pro!ate of the )i$$ of de.$ear$y appears that the name of the testatri/ )as si%ned at her e/press dire.CIVIL LAW REVIEW .edure' -t is not here pretended that the . a.ross )hi.tion *18 of the Code of Ci.ero +%ayan to si%n her name to it as testatri/' (he pro!ate )as .e and in the presen.trine further )ou$d open the door to the possi!i$ity of a$$ manner of fraud.ier at the former?s re0uest said testator has )ritten a .-.hed their si%natures to the instrumen C(he true test of presen.ription of ea.e of the testator and the )itnesses in the e/e.ross . had they . in a $ar%e room .tion in the presen.ution of a )i$$' .h he si%ned his name' +fter mature ref$e.ross at the end of his name and on the $eft mar%in of the three pa%es of )hi.tion *18 of the Code of Ci.ri!in% )itness )as in the sma$$ room )ith the testator and the other su!s.i$ &ro.e !een seen ea.ertify that the )i$$ )as si%ned on a$$ the $eft mar%ins of the three pa%es and at the end of the )i$$ !y +tty' F$orentino 2a. it is .h made it impossi!$e for one in the outside room to see the testator and the other su!s.tion.ondition and position )ith re$ation to ea.ri!in% )itnesses at the time )hen they atta.tua$$y . .onditions and their position )ith re$ation to ea.ery one of the )itnesses8 (2) fai$ure to .h other does not depend upon proof of the fa.i$ Code of pro.ri!in% )itnesses atta.ion and (imotea -nose$da and that she had instru..ado or e.hosen to do so.ution of a )i$$ is not )hether they a.h other si%n.annot and does not ha.ondition is pres.ontested !y a num!er of the re$ati.o Con.e of ea.ross appearin% on the )i$$ is the usua$ si%nature of +ntero Mer.ted e.h si%nature'D(2a!oneta .en one of the )ays !y )hi.' Husti$o) (he 0uestion is )hether the testator and the su!s.edure.h other )ere su.ross to a thum!mar3.tion they .ou$d ha. su!stitution.e of ea.h other si%n' (o e/tend the do.ourt is of opinion that this su!s.ri!in% )itnesses )as present in the sma$$ room )here it )as e/e.ode as one of the re0uisites in the e/e.u$ar .astin% the eyes in the proper dire.h other si%n.BALANE Batch 2013 – SUCCESSION Reviewer )as disa$$o)ed for the fo$$o)in% reasons: (1) fai$ure to .ourt denied pro!ate !e.eased.hed their si%natures8 or )hether at that time he )as outside. !ut )hether they mi%ht ha.ri!ed in the .t that their eyes )ere a.$ear that )ith respe.ious' (he . !ut that at that moment e/istin% .h of them.h other' -t may !e )ise that the one )ho si%ns the testatorBs name si%ns a$so his o)n8 !ut that is not essentia$ to the .ier at the e/press re0uest of the testator in the presen.e of the )itnesses' (his is the on$y re0uirement under e.ri!in% )itnesses in the a.h the )i$$ . + ma9ority of the mem!ers of the .t of atta.h )as hun% a .ri!in% )itnesses to an a$$e%ed )i$$ si%ned the instrument in the presen.h that !y mere$y .e the trust)orthiness of a thum!mar3' 7 Bar$t ! Ca"ac$n8an -t is immateria$ )ho )rote the name of the testator pro.a$idity of the )i$$' Nera ! )i4ando +.e !een !y e.t to the validity of the )i$$.onsiderin% their menta$ and physi. )e are not prepared to $i3en the mere si%n of the .ri!ed it in her presen.uted at the time )hen the testator and the other su!s.h and e.eased on . and the $i3e.e of the testator and ea.' *18 of the Ci. and the reason is o!. Maria a$omon' (he testatri/ stated in the )i$$ that !ein% una!$e to read or )rite.ription !y ea.hin% their si%natures to the instrument' se.h this parti. some ei%ht or ten feet a)ay.tin% )ith the sma$$er room !y a door)ay.edure at that time' 5ased on e.ero +%ayan !ut !y another )itness)' (he .ep..i$ &ro.e of 3 )itnesses and that they attested and su!s.a$ .ase presents on$y one 0uestion: Ahether one of the su!s. the )i$$ )as read to her !y Ciria.h other at the moment of ins.ertify that after the si%nin% of the name of the testator !y +tty' 2a.arious %rounds' (he pro!ate .urtain )hi.ause the si%nature seemed to not ha. and in the presen.es of the de.tua$$y sa) ea.

uted after the ena.annot sp$it his persona$ity into t)o' (O permit the situation )ou$d !e a!surd' Moreo.ate .er.e )ith the re0uirement' Moreo.annot !e a .ondu.e of a sin%$e )itness o.i$ )as si%ned some)here e$se or in the offi.omp$eted )ithout interruption' 8 Ca8ro ! Ca8ro (1953) &ro!ate of the )i$$ is 0uestioned on the %round that the attestation . sin.es.omp$ian.i$ Code and must !e a.an.idad testified that he may ha.es their parti. due to the simu$taneous $iftin% of t)o pa%es in the .ord attests to the fu$$ o!ser.iation e/isted.ontainin% the same is si%ned on the $eft mar%in' CF.an !e one of the attestin% )itnesses.3no)$ed%ement to the . !y the testator and )itnesses' (he su!se0uent si%nin% and sea$in% is not part of the a.onf$i.ery pa%e' >ati.erten.oin. &anares and +tty' (e.ution out of the presen.hed in an amended petition.odi.' One of the a$$e%ations )as that the . the >otary &u!$i. is supposed to %uard a%ainst i$$e%a$ities attendin% the preparation of the )i$$' -f he .e of the testator and the )itnesses . )ho )as a$so the >otary &u!$i. petition has .idad on pa%e 3' @o)e.er )hose .a$idity of the )i$$ and hen. he )ou$d then !e interested in sustainin% the . )itnessed !y 2ama$oas.ient to 9ustify denia$ of pro!ate' -mpossi!i$ity of su!stitution of this pa%e is assured not on$y the fa.3no)$ed%ed .ar!on .3no)$ed%ed !efore a notary pu!$i.ontro$.3no)$ed%ed !efore a notary pu!$i.er.opy (E/h' +.ipation' (he si%natures on the $eft mar%in does not su!stitute the si%natures !e$o) the attestation .oided.CIVIL LAW REVIEW .annot !e .eased $eft a notaria$ )i$$.omponent pa%es is suffi.3no)$ed%ement itse$f nor of the testamentary a. atta. )as si%ned and sea$ed !y the notary on$y )hen he .1.ourse of si%nin%.i$ )as e/e. no intentiona$ or de$i!erate de. the dup$i.i$ sou%ht to !e a.ertifi. is ne%ated !y the testimony of the )itnesses sayin% that the +C )as present )hen they si%ned the )i$$' @ill not allo'ed since t&ere are onl3 t'o 'itnesses! +.a$$o)ed pro!ate' Cr$# ! =illasor (1963) 1e.in% si%ned the )i$$ in front of himse$f' (his he .ount of the inad.ery )i$$ must !e a.uted the testament at her house )hi$e the .er..t of the )itnesses.t$y and $itera$$y interpreted as to pena$i#e the testatri/ on a.e he .ertent fai$ure of one )itness to affi/ his si%nature to one pa%e of a testament. the e.a ellana ! >edes4a +po$inaria =edesma e/e.3no)$ed%in% the )i$$ !y the notary. .e of the statutory re0uisites' @ill not allo'ed! +n unsi%ned attestation . and the e.t in his duty as a >otary' +$$ that is re0uired is that e. !efore )hom the testament )as ratified !y testatri/ and a$$ three )itnesses' (he $a) shou$d not !e so stri.$ause is not si%ned !y the attestin% )itnesses a$thou%h the pa%e .e on re.e )i$$ .t that the testatri/ and t)o other )itnesses did si%n the defe. is not per se suffi.ate of a.e the omission of their si%natures at the !ottom thereof ne%ati.e $ifted 2 pa%es instead of 1 )hen he si%ned E/h' +' @ill ad4itted to (ro"ate! (he inad.t she had no .onsisted of 5 pa%es' -t does not .$ause .iden.t' (heir separate e/e.ou$d not do sin.ident imprint of the sea$ of the notary pu!$i.)itness means he )ou$d admit ha.e those pertain to a different $e%a$ re0uirement' 1issentin% opinions: (here )as su!stantia$ . )ith )hom the )i$$ )as a. !ut a$so !y its !earin% the .odi.onsidered as an a. that of the su!se0uent addition of the +C after the )i$$ has !een si%ned.tment of the >e) Ci. )here the purpose of the $a) to %uarantee the identity of the testament and its .io$ation of the ru$e that testaments shou$d !e .opy of E/h' +).$ause sin.ient$y attained.e pa%e.BALANE Batch 2013 – SUCCESSION Reviewer Icasiano ! Icasiano (19*7) Ai$$ .omp$ete si%natures in e.ti.ontain the si%nature of +tty' >ati.e of the notary' (he testatri/ and the )itnesses at the hospita$.

e$ino de$ <osario died unmarried and $ea.uted !y H$i.e of the testator and of one another' Furthermore.e on the dates appearin% on the )i$$ pertainin% to the time )hen &$a. for one reason or another. to .ommissioned for and in Ca$oo.a$idate the do.eased petitioned for pro!ate the a$$e%ed $ast )i$$ and testament of H$i.eria to !e her true )i$$ and that there )as a 195* )i$$ e/e.apa!$e of readin% the fina$ drafts of his )i$$ and .on..eria de$ <osario )as $i3e a !$ind testator and the due e/e.in% no des. and this did not satisfy +rt 80*' >o notary sha$$ possess authority to do any notaria$ a.uted .a$id' >otary pu!$i.an City' H$i.han%in% some dispositions to %enerate .t )ithin the ran%e of his (the testatorBs) other senses' Al arado s! Ba iola (1958) ISSUED Ahether or not 5ri%ido )as !$ind for the purpose of +rt' 808' ME )U>INBD +rt' 808 app$ies not on$y to !$ind testators !ut a$so to those )ho.iden.e of his desire.ha$$en%in% the )i$$ !ears the !urden of pro.arado e/e.e to a. there . and that the )itnesses ha.redi!$e )itnesses )ho must a$so attest to it in the presen.uted and a.e.ie)in% distant o!9e. as.CIVIL LAW REVIEW . are Cin.i$$a.t if they are not in a.a$id$y e/e. 1966.odi.ourse !ut to .ution of her )i$$ )ou$d ha.odi.atara.an !e no other .odi.ed !y the re0uirement that the )i$$ shou$d !e read to the $atter.eria dated 1e.arian.isions of the )i$$ 3no)n to the testator.omes )ithin the s.t !eyond the $imits of his 9urisdi.ia opposed the pro!ate of &$a. is e.e.ti.i$ entit$ed CNasa$atann%&a%!a!a%osa-$an%&a%papa siyana>asasaadsa@u$in%@a!i$inD )as e/e.3no)$ed%ed !y the testatri/ and the )itnesses at the testatri/Bs )itnesses in KC !efore a notary pu!$i.an. as )e$$ as !y three or more .e' =eti.ti.iden.ution' (he !urden to sho) other)ise shifts to the proponent of the )i$$ on$y upon a sho)in% of .3no)$ed%ed on the same o. nie.redi!$e e.eased H$i.in% the e/isten.-60 )i$$ )as not intended !y H$i..eria )ere the oppositors )ere named as $e%atees' Conse0uent$y.ordan.. the )i$$ must !e su!s.e of his .ated to and understood !y the handi.ontents )ere read to him.$e 808 of the Ci. )as a. 8 8.e of fraud at the time of its e/e. he had no )ay of as.onsider his )i$$ as .ommuni.en re0uire that a notaria$ )i$$ !e e/e.omp$ied )ith' . )i$$ a)aitin% pro!ate' On 1e.eria+.ious$y e/e.o3ed pre.eased )as in.idoBs )i$$ on the %round that there )as .e of fraud' @e$d: -n. 1r' 2esus F' (amesis an ophtha$mo$o%ist testified that H$i.a$idL ME )U>INBDFor a$$ intents and purposes of the ru$es on pro!ate.em!er 29.ision main$y for . C@u$in%@a!i$inD.apa!$e of readin% the )i$$ himse$f.apped testator.isions of +rti. Consue$o ' Hon#a$es Fda' 1e &re. )ho )as . so that he may !e a!$e to o!9e.tin% outside the p$a.e of the de. the testator and the )itnesses must a.em!er 19*0 and that she !e appointed as spe.asions of their e/e.ertain )hether or not +rt' 808 had !een .tion' @en.ash for the testatorBs 9 Orte8a ! =al4onte B$errero ! Bi&is +/007.e !ut t)i.i$ on the separate o.$ude that he .onforma!$y )ith his instru.apa!$e of readin% their )i$$s' in.arado.ument. disinheritin% Cesar +$.ause the $a) does not e.$e 808 re%ardin% !$ind testator !e fo$$o)ed in the instant .uted a )i$$.ia$ administratri/' Farious parties opposed the petition . not on$y on.ertainin% )hether or not the $a)yer )ho drafted the )i$$ and .eriaBs $eft eye suffered form .i$ Code' Art.e re0uired o!ser.asion'D More important.uted ho$o%raphi.D Cdefe.D or C!$urredD .ision.uted and entit$ed to pro!ate. C!e. it is essentia$ to as. (he rationa$e !ehind the re0uirement of readin% the )i$$ to the testator if he is !$ind or in.3no)$ed%e the )i$$ !efore a notary pu!$i.t in 19*0 )hi. an i$$e%itimate son' (his )i$$ re.' (he )i$$ )as a.tion' Article :0: Barcia s! =asC$e# (1993) ISSUEDAhether or not +rti.e of the pro. a .ution due to his Cpoor.' (he party .BALANE Batch 2013 – SUCCESSION Reviewer !rou%ht it in his offi.ope of the term C!$indB as used in +rt' 808' 4n$ess the .t !et)een the dates appearin% on the )i$$ does not in.e )ith his )ishes' (hat the aim of the $a) is to insure that the dispositions of the )i$$ are proper$y .e.ri!ed !y the testator.eriaBs )i$$ . (he .h made her .endants. !f the testator is blind" the will shall be read to him twice# once" by the notary public before whom the will is acknowledged.uted the )i$$ and )hen he appeared !efore the notary pu!$i.ommission. !rother or sister thereafter.t !ut not for readin% prints' 5ri%ido +$. thus ma3in% them tru$y ref$e. the de.i$ did so . is to ma3e the pro.e the de. !y t)o different persons.ido e/e.ase to ma3e H$i.onf$i.ontendin% that the .endants.

ious$y .$e 809 of the Ci.ies and de.$ause .in% !y )ay of $e%a. one of the $e%atees named in the )i$$.ription is the a.i$ )ere not suffi.e of the statement re0uired !y $a) is a fata$ defe.t to the form of the attestation or the $an%ua%e emp$oyed therein' u.teri#ed as mere$y in.t of sense.ommuni.ti.onsiderations do not app$y )here the attestation .hi$dren.ontested !y the herein petitioner on the %round that it )as not e/e.a$id shou$d it !e pro.ises his rea$ and persona$ properties to spe.ourt' 5enoni Ca!rera.ts and imperfe.$e 805 re0uires that the )itness shou$d !oth attest and su!s.ourse of the hearin%.tion must on$y !e )ith respe. sou%ht his appointment as spe.ri!ed their respe.ir.odi. that the testator )as $ea.uted and attested in .ation of the su!stantia$ .see3in% the pro!ate of his $ast )i$$ and testament !ut the s.ti.opies.ontents of the draft' Moreo.ated to the testator' On the .oma' 5oth the )i$$ and the .uments' (his is espe. the forma$ imperfe. the same does not e/press$y state therein the .es of the testator.h is a$ready the pro!ate .omp$ian.er intended to !e so ri%id and inf$e/i!$e as to destroy the testamentary pri.ity of the )i$$.ia$$y true ..e ru$e.ount may on$y defeat the testatorBs )i$$' u!stantia$ .ites that the testator indeed si%ned the )i$$ and a$$ its pa%es in the presen.e su.epta!$e )here the purpose of the $a) has !een satisfied. (he a!sen.i$ Code' (he defe.ri!e to the )i$$ in the presen.t in the attestation . )ho drafted the )i$$' 4pon pro!ate.uted a $ast )i$$ and testament !efore three attestin% )itnesses and he )as du$y assisted !y his $a)yer and a notary pu!$i.3in%.ontrary.ontemp$ated in +rti.i$ )as not read !y the testator !ut instead read to him a$oud !y 5ayani Ma' <ino.h and e.. he himse$f fi$ed a petition !efore the CF.ient$y made 3no)n and .ontents of the )i$$ and .tion )hi. e/e.uted' 10 (here is no e.CIVIL LAW REVIEW .in% the form of the )i$$ or the $an%ua%e used therein )hi.er.e )ith the su!stantia$ re0uirements of the $a) in order to insure authenti.e )ith +rti.$aimin% to !e nephe)s and nie.ed thou%h the $etter )as not' +$thou%h there shou$d !e stri.BALANE Batch 2013 – SUCCESSION Reviewer %$au. )ith respe.o$. it .iden.h that )hether or not it affe. )hi$e su!s.ts the .omp$ian.$e 809 of the Ci.e of the three attestin% )itnesses and states as )e$$ the num!er of pa%es that )ere used.$ause herein assai$ed is that )hi$e it re.t or imperfe.e that said )itnesses su!s.a$idity of the )i$$' /! Ahether or not the attestation .omp$ian. )ith four persons fo$$o)in% the readin% )ord for )ord )ith their o)n .riptionD differ in meanin%' +ttestation is the a.essari$y resu$t in the disa$$o)an. ISSUESD1!Ahether or not the attestation .t its purpose and )hi. persons.t the testator from a$$ 3inds of fraud and tri.h other' Ahat is then .$ause o!.' -t )as de.t in pointin% out that the defe.$e 805' (hese .t to the C@u$in%@a!i$in. it )as . herein petitioners .ifi. a )ido)er )ithout any . )ho )as appointed !y <(C )hi.h.e and Cesar does not a$$e%e that the .omp$ies )ith the su!stantia$ .tion shou$d !e !rushed aside )hen they do not affe.an !e safe$y .t that the attestin% )itnesses si%ned ea.onsiderin% the fa.ou$d fina$$y !e heard !y the pro!ate .umstan.t of the hand' (he attestation ..tion )ou$d not render a )i$$ in.i$e%e' Article :0Caneda s! CA (1993) Mateo Ca!a$$ero.h defe. is the statement that the witnesses signed the will and every page thereof in the presence of the testator and of one another.3ery !ut are ne.ts or imperfe. the reason !ein% that the so$emnities surroundin% the e/e.ed that the )i$$ )as rea$$y e/e.ution of )i$$ are intended to prote. a$$ of )hom do not appear to !e re$ated to Mateo' >ot $on% after.on.e of the testator and of one another' C+ttestationD and Csu!s. amon% other thin%s.t that the three instrumenta$ )itnesses )ere persons 3no)n to the testator' (he spirit !ehind that $a) )as ser.e si%natures to the )i$$ in the presen.ia$ administrator of the testatorBs estate !ut due to his death.e of the testator and .i$ Code' )U>INBD-t )i$$ !e noted that +rti.ution )as not the first time that the testator had affirmed the truth and authenti. as . he )as su.$are therein that.h must ne.hedu$ed hearin%s )ere postponed.e of the testator and of ea.h )ou$d )arrant the app$i.ery pa%e of the )i$$ in the presen.annot !e .e pursuant to +rti. unti$ the testator passed a)ay !efore his petition .e of the )i$$ that is here sou%ht to !e admitted to pro!ate' &etitioners are .ourt' -n the .omp$ian.e is a.$uded that the testator )as reasona!$y assured that )hat )as read to him )ere the terms a.D the day of the e/e.$ause in the $ast )i$$ of Mateo Ca!a$$ero is fata$$y defe.tua$$y appearin% on the type)ritten do.orre.t .$ear$y $a.hara.eeded !y Ai$$iam Ca!reara.$ause tota$$y omits the fa.uted and attested as re0uired !y $a) for he is not !$ind at the time it )as e/e. )hen ta3en into a.ity of the .odi.omp$ian.

$ause is fata$$y defe. or an imp$i.$ause' of ea. e$ement re0uired !y +rti.$e 805 to !e spe.ution.onsistin% of t)o (2) pa%es and )ritten in the .$e 805 of the Ci.e of a spe.e !een .oid for the reason that its attestation .ts )ou$d !e their si%natures on the attestation . the petitioners asserted that the )i$$ in 0uestion is nu$$ and .h other' -n su. that the attestin% )itness did a.BALANE Batch 2013 – SUCCESSION Reviewer appeared as oppositors and o!9e.ution of )hi.e of the testator and of one another' (he on$y proof in the )i$$ that the )itnesses ha.$ause !ut the tota$ a!sen.an !e read into the 0uestioned attestation .ourt ru$in% and ru$in% that the attestation .$ause in the =ast Ai$$ su!stantia$$y .e this appea$ !efore the upreme Court' (he )i$$. hen.ordan.tua$$y !ear )itness to the si%nin% !y the testator of the )i$$ and a$$ of its pa%es and that said instrumenta$ )itnesses a$so si%ned the )i$$ and e. the su!9e.uted in a. .erment on the part of the instrumenta$ )itnesses as to ho) many pa%es .a$id$y attested to !y the instrumenta$ )itnesses.ery pa%e thereof8 and that they )itnessed and si%ned the )i$$ and a$$ the pa%es thereof in the presen.t .e of the testator and of one another' 11 A#$ela ! CA Fail$re o% t&e attestation cla$se to state t&e n$4"er o% (a8es on '&ic& t&e 'ill 'as 'ritten re4ains a %atal %la'5 des(ite Article :0-! (he purpose of the $a) in re0uirin% the . C+ affirmed the de.erna.e of the testator and of one another' @o)e. )ho are re0uired under +rti.t )i$$ .ourt rendered a de..h it . !ut not at the !ottom of the attestation .h )i$$ is the =ast Ai$$ and (estament of Mateo Ca!a$$ero and that it )as e/e.ery pa%e thereof in the presen. as they fai$ed to si%n the attestation .ri!ed to' -t is the )itnesses.rease or de.e there is no p$ausi!$e )ay !y )hi.i$ Code' 1ue to denia$ of petitionersB motion for re.onsidered to ha.e of an a. the e/e.onsideration.hand mar%in of !oth pa%es of the )i$$.t is not on$y in the form or $an%ua%e of the attestation .ise$y the defe.ifi.h that he .e )ith a$$ the re0uisites of the $a)' 4pon appea$ to C+.u$ar &i$ipino' (he three named )itnesses to the )i$$ affi/ed their si%natures on the $eft.CIVIL LAW REVIEW .ifi.$ause' .uted the same8 and that the si%nature of the testator is not %enuine' (he pro!ate .h a situation.annot !e .ision of the tria$ .$ause' (hus.e of the testatorBs )i$$ on the %round that on the a$$e%ed date of its e/e.$e 805 to state the num!er of pa%es used upon )hi.e and that they a$so si%ned the )i$$ and a$$ the pa%es thereof in the presen.e stated these e$ementa$ fa.ation thereof.h the )i$$ is )ritten8 the fa.ase sin.h they had ostensi!$y 9ust )itnessed and su!s.h the )i$$ is )ritten is to safe%uard a%ainst possi!$e interpo$ation or omission of one or some of its pa%es and to pre.ou$d not ha.omp$ained of in the present .$ause of a )i$$' (hat is pre.ted to the a$$o)an.er.t that the testator had si%ned the )i$$ and e.a$$y stated in the attestation .ision that su.rease in the pa%es' (he fai$ure to state the num!er of pa%es e0uates )ith the a!sen.e possi!$y e/e.omp$ies )ith +rti. the defe. the testator )as a$ready in the poor state of hea$th su.$ause to state the num!er of pa%es on )hi.ti.ent any in.e sin.onsisted the )i$$.e it fai$s to spe. and not the testator.a$$y state the instrumenta$ )itnesses to the )i$$ )itnessed the testator si%nin% the )i$$ in their presen.ifi.$ause statement.

eedin%s of a ho$o%raphi.. )hen the )i$$ itse$f is not su!mitted. )hen as in the .$usion is that the ru$e of the first para%raph of +rti. in the year 19*8. Ai$$ shou$d !e a$$o)ed under the prin. under pena$ty of ha.e' (he intention to sho) Mar. hen.en if the %enuineness of the ho$o%raphi.i$ to !e pre.tory and is not mandatory' >a"rador ! CA (ria$ .e )ith +rti.0 )o?as ! de . )i$$ )as a for%ery and that the same )as e. these means of opposition. +rti.io =a!rador.e it . )i$$ )ere .ution of the )i$$ as )e$$ as the hand)ritin% and si%nature of the testatri/' (he oppositors . pro!ate of the ho$o%raphi.e )hen $ost or destroyed' (he $a) re%ards the document itself as materia$ proof of authenti.ed !y a photo%raphi.ontains the )ord Csha$$D.h 16 19*8 as the date of the e/e.ause .ioBs )i$$ to pro!ate' @o)e.e it .h 16 th day.an not !e interpreted as to re0uire the .ity of the )i$$ and the hand)ritin% (he pro.$aim that his $one testimony is >O( E>O4H@ as +rt 811 re&uires the presentation of (@<EE )itness if the pro!ate is .a$id .ou$d at any time !e demonstrated to !e in the hands of the testator himse$f' O!.ontested &etitioners opposed the petition a$$e%in% that the ho$o%raphi.en a mimeo%raphed or .i$ Code is mere$y dire.ution is p$ain from the tenor of the su.in% the pro!ate denied' Our . Ai$$ is a .utin% a )i$$' >O' 4n$i3e ordinary (notaria$) )i$$s.ed !y )itness testimonyL (he petitioners for the pro!ate of the an a$$e%ed ho$o%raphi.ity of the )i$$ )as not .t to the )ishes of the de.omp$ian.ity sin.BALANE Batch 2013 – SUCCESSION Reviewer 12 Article :. )i$$s may not !e pro.an !e made )ith the standard )ritin%s of the testator' -n footnote 8 of $an vs.ar!on .ided: C&erhaps it may !e pro.ompu$sory presentation of three )itnesses to identify the hand)ritin% of the testator. t&ere is no a((earance o% %ra$d5 "ad %ait&5 $nd$e in%l$ence and (ress$re and t&e a$t&enticit3 o% t&e @ill is esta"lis&ed and the on$y issue is )hether or not the date EFE5'O*1E appearin% on the ho$o%raphi.-9:H (he heirs petitioned for the pro!ate of an a$$e%ed ho$o%raphi.er.e more than one )itness8 !ut e.eedin% )ords of the para%raph' -t states that Cthis !ein% in the month of Mar.er. )i$$.ase at !ar. .$e 811 of the Ci.ip$e of su!stantia$ .i$ Code.e effe.on.$e 811 Ci.ision and or instru. and this de.isions of +rti.. %ap"it is pro. )i$$ may !e a$$o)ed !e.ution of the said )i$$ throu%h )itness testimonies May a ho$o%raphi.ontents and due e/e.ity and due e/e.ourt admitted the Me$e.rupu$ous indi.ed !y testimonia$ e.$e 810 of the Ci.ourt a photostati.eased )as presented .t of Me$e. the proponent )as thesole )itness on the authenti.OQero/ . )i$$ that has !een $ost or destroyed !y pro.eased may !e e/hi!ited and tested !efore the pro!ate .ented is the possi!i$ity that uns.i$ Code M+>1+(O<M' (he +rti.eased and the e.e the .tion of mine is the matter to !e fo$$o)ed' +nd the one )ho made this )ritin% is no other than Me$e.idua$s )ho for their !enefit )i$$ emp$oy means to defeat the )ishes of the testator' .$e 811 of the Ci.onnotes a mandatory order' (he re0uirement )as made in order to %i. if any.CIVIL LAW REVIEW . )i$$ that has !een $ost or destroyed presented in . the C+ on appea$ denied pro!ate on the %round that it )as undated' Article :.es$s note!oo3 !e$on%in% to de.ity of the hand)ritin% of the de. or photostati.-60H CODOF =! CA>UBAF -n the pro!ate pro. )here!y the authenti.en i$$e%i!$e' (he C+ he$d that the testimonies presented !y respondents pro.opy of the said )i$$ )ODE>AS ! A)ANAA G.ious$y.io )ho p$ain$y 3ne) that he )as e/e. )i$$ )hi.ity P the testator?s hand)ritin% P has disappeared' + &hotostati.h has !een $ostOdestroyed and sou%ht to pro.ai$a!$e' +nd then the on$y %uaranty of authenti.e the authenti. their father'D (his .omp$ian.-:/H AAAO>A ! SINBSON G.opy8 or !y other simi$ar means. or Qero/ .opy' E.ontested.iden. the proponent of the pro!ateis not re0uired to produ.$ear$y sho)s that this is a uni$atera$ a.ontested.opy of the ho$o%raphi. and of assessing the evidence are not a.omparison . ho$o%raphi.eased' (he date )as CFe!O*1'D As a 8eneral r$le5 t&e EdateE in a &olo8ra(&ic @ill s&o$ld incl$de t&e da35 4ont&5 and 3ear o% its e?ec$tion! @o)e.i$ Code .ontainin% the )i$$ of the de.ourt'D -f the authenti.$e . BAN ! FA7 G.

ompetent and their testimonies must !e .$usion of the Court that said )itness is te$$in% the truth' (o !e . the re$ation of emp$oyer and emp$oyee mu.oid for the simp$e reason that nothin% remains in the Ai$$ after that )hi.tions.iden. ..ated !y the fu$$ si%nature of the testator8 the effe.e of su.u$ar )ords erased. the Ai$$ .a$id' 4n$ess the unauthenti.h a$teration )as not authenti. )hi$e the a$teration rep$a. 1' (he ho$o%raphi.redi!$e' (he .edent?s hand)ritin%8 it .3 of authenti.idadBs initia$s' antia%o fi$ed a petition for the pro!ate of -sa!e$ Ha!rie$Bs )i$$' Hon#a$es opposed.orre. their presen.edentBs properties' @o)e.ations under +rt' 821' (o !e .4 A.e' >+(-F-1+1 N+=+A )as sur.ontrary is esta!$ished other)ise' (hus. !ut on$y )ith respe.redi!$e. that they ha.a$id' -n ho$o%raphi. )hen a num!er of erasures.a$id' Articles :/0-:/.ord that the )itness is .e attested' +$so.CIVIL LAW REVIEW .ed !y a !rother and a sister. it is not mandatory that e.ompetent testamentary )itness' Article :<0 .ontained a$terations and . and inter$ineations in a ho$o%raphi.e !e first esta!$ished on re.ision )as a$tered !y su!stitutin% the ori%ina$ heir )ith another ( o$e heir .h .t that the )itnesses )ere .h su!stantia$ pro.han%es' Article :. . that is.ase at !ar.e the 0ua$ifi.<-:. )i$$ )as fi$ed for pro!ate !y petitioners' (his )as opposed !y respondents )ith the ff . .a$idated as a )ho$e.ourt a$$o)s the pro!ate of the )i$$ they ha.ision (<osa )as the so$e heir) 2' u.' !e.y of a person to !e an instrumenta$ )itness to a )i$$ is determined !y the statute.orre.tions )hi.t to the parti. desi%nated <osa Na$a) as the so$e heir and so$e e/e.h un$ess the .in% <osa )ith Hre%orio as so$e e/e. )i$$s. he must !e sho)n to ha.ontentions: neither the testament?s !ody nor the si%nature )as in de.ed <osa )ith Hre%orio as so$e heir )as not initia$ed.4 IA>A@ =! )E>O=A Ordinari$y.er do not ma3e the entire )i$$ in.e does not in.h .h rep$a.ted or inter$ined' @o)e.redi!i$ity depends on the appre. as first )ritten. .on.h )ere not du$y si%ned !y de.ompeten.ia$ position of a person does not dis0ua$ify him to !e a . or hand)ritten !y the testator himse$f (CC 810)' Fai$ure to o!ser.ordan.e %ood standin% in the . as there )as no prior and independent proof of the fa.er.redi!$e !efore the .h $ess the hum!$e or finan. Ai$$ ha.ations under +rt' 820 and none of the dis0ua$ifi.utri/ !ore >ati.ompetent. )hen.utri/ of a$$ of the de.omp$y )ith re0uirements in CC 813 and 817 does >O( render the )i$$ in.han%ed into Hre%orio) 3' u. the Ai$$ is not in. )hat assures authenti.e not !een si%ned !y the (estator.ord that he is of %ood standin% et.iation of his testimony and arises from the !e$ief and .ause he is presumed to !e su.h appeared to ma3e Hre%orio the heir instead of <osa' (he a$teration )hi.e )ith the $a).orre.t is that the entire Ai$$ is . as in the .ontained a fe) .easedBs ho$o%raphi.e$$ations or insertions )ere made on the date of the ho$o%raphi.ated a$terations.e !e first esta!$ished on re.ommunity and reputed to !e trust)orthy and re$ia!$e' Fai$ure to .e CC 813 and 817 ho)e. )i$$ or on testator?s si%nature. )hereas his .ation )i$$ on$y resu$t in disa$$o)an.an. the instrumenta$ )itnesses must !e .i. BONAA>ES ! CA and SANTIABO (1969) -t is not mandatory that e.orre. H<EHO<-O N+=+A and <O + N+=+A' @er Ai$$.ured !y petitioners throu%h improper pressure and undue inf$uen.iden. that is +rts' 820 and 821.BALANE Batch 2013 – SUCCESSION Reviewer and si%nature therein and a$$o)ed the )i$$Bs pro!ate' 13 Articles :.a$idate the )i$$ itse$f' (he $a.redi!$e.ity is the re0uirement that they !e tota$$y auto%raphi.ou$d remain .tions and erasures )hi.er.E)O =! CA 1e.edent8 the )i$$ )as pro.$aimin% that the )i$$ )as not attested in a. Ai$$ had on$y one su!stantia$ pro.

oup$ed )ith animus re.o$untariness of its e/e.omp$aint )as dismissed upon motion !y Ha$$anosa Article :<: BA>>ANOSA s! A)CANBE> (1968) + de.ompanied !y the o.o.ia$$y sett$ed +drianaBs estate' (hree years $ater.t of destru. @itosis et a$ fi$e an a.o3ed' (he fa.e !een in the possession of the testator.ia$ partition' &etitioners fi$ed a petition for pro!ate' &ri.er said property .er. and the !urnin% )as not done in her presen.is.ause the )i$$ had !een .o3e must !e a.e$$ed or destroyed' (he same presumption arises )here it is sho)n that the testator had ready a. or .e of the re0uired num!er of )itnesses. $i3e !urnin% in this .on. )hen $ast seen.on.e$$ed and re.e$$ed and re. does not per se .ed to !e the )i$$ of +driana.e pres. @itosis et a$.ert physi.Bs 1919 )i$$' (he tria$ . in the a!sen.e and nephe)s of the $ate -sa!e$ Ma$oto' 5e$ie.e.e that the physi.e. the parties e/e. that the same )as .o. did not appea$ the order (1939) admittin% the )i$$ to pro!ate' (he properties des.on.a$ a.in% that -sa!e$ did not e/e.e as to the due e/e.o3ed' (he do. these fa.o Ha%o fi$ed a petition to o!tain the pro!ation of Mi%ue$ Mamuya.ate respondents opposed.ution or forma$ .e sho)in% that after due sear.annot !e found' Ahere a )i$$ )hi.. or undue inf$uen.e of a )i$$. fraud.ation has ta3en p$a.andi on the part of the testator' -t is not imperati.tin% under duress. petitioners )ere %i.t of partition' 1952.ed (1973) !y .h the ori%ina$ )i$$ .tion' 14 CASIANO ! CA (1988) &etitioners and respondents are nie.o3ed !y +driana !y as3in% her househe$per to !urn it' Ha$$anosa et a$ are testamentary heirs desi%nated in the )i$$ of F$orentino @itosis' (he )i$$ )as admitted to pro!ate' (he $e%a$ heirs. the issue as to the .iden.annot !e found is sho)n to ha.er .t that su.e8 that the )i$$ )as si%ned !y him in the presen.CIVIL LAW REVIEW .$usi. un$ess the destru.ts .o.e$$ation or re.a$ destru.e of other .tion to re.tion !e done !y the testator himse$f' -t may !e performed !y another person !ut under the e/press dire.annot a%ain !e 0uestioned in a su!se0uent pro.ation !y the testatoris ne.h .e$$ation or re.h )i$$ has !een destroyed !y any other person )ithout the 3no)$ed%e or authority of the testator' (he for.o3ed in 1920' C disa$$o)ed pro!ate !e.e and under his e/press dire.onstitute an effe.ourt denied the petition on the %round that it had !een ..ti.h .in% the pro9e.e must either remain unpro. mena.en a !i%%er share than )hat they %ot from the e/tra9udi.tion is .ause of a.ument purportin% to !e +drianaBs )i$$ )as found' -n the )i$$. did not appea$ the order appro.eyed to Ha$$anosa et a$ throu%h the )i$$' (heir a$$e%ed .e re.ation. @itosis et a$.an.o.o3e it' (he )i$$ )as not re.ome !y proof that the )i$$ )as not destroyed !y the testator )ith intent to re. !ut may !e o.an. tearin%. and that the )i$$ is %enuine tria$ is not a for%ery' +.0uisiti.uted an a%reement )hi.tion and in the presen. a do.ompetent e.e of the presumption of .tion of a )i$$.ase.e.annot !e raised anymore' .o. o!$iteratin%.an.iden.ription of said properties on their part' (his .ri!ed in the )i$$ are $ater partitioned throu%h a proposed pro9e.arried out !y the testator or !y another person in his presen.annot !e found after his death' -t )i$$ not !e presumed that su.ument destroyed must !e the )i$$ itse$f' (he intention to re.ed of !e inferred from e. the $e%a$ heirs.ordin%$y.t of !urnin%.a$idity of the )i$$' (hat means that the testator )as of sound tria$ disposin% mind at the time )hen he e/e.an.uted the )i$$ and )as not a.h e/tra9udi.ute a )i$$.a$ a.e$$in% the )i$$ .$usi.e' (he physi.an. the presumption is.eedin%' +fter the fina$ity of the a$$o)an.ess to the )i$$ and it .tion is a.ree of pro!ate is .an.ution ..ument !urned )as not pro.ourt' +%ain.e of the testator' (he do. on the %round that the )i$$ )as re.t of partition appro.BALANE Batch 2013 – SUCCESSION Reviewer BABO ! 1A1UFAC (1926) Fran.

nor the .ipation of the de.eedin%' (herefore.uted .eased Her. sin.ated de novo.omp$aint' pouses 5erna!e de $a Cerna and Her.e !een .uted a 9oint $ast )i$$ and testament )here they )i$$ed that their 2 par. or in fa.t that e.a in the properties in 0uestion' )OBE)TS s! >EONIDAS (1987) (he pro!ate of the )i$$ is mandatory' + testate pro. po$i.ome fina$ at some definite date fi/ed !y $a)' (he fina$ de.ed and a$$o)edE' -t is anoma$ous that the estate of a person )ho died testate shou$d !e sett$ed in an intestate pro.a$idity of the 9oint )i$$. the CF.en then the Ci. a 4 .ommitted fraud and de.a$$y. @itosis et a$ fi$e an a.onsiders his order of dismissa$' Ha$$anosa et a$ fi$es .i$ Code a$ready de.a$idity of 9oint )i$$s. e/e.or of the 9oint testators.e of Ce!u ()hen the testator.e effe.ause she and her attorney fai$ed to appear in . e/e.reed the in. HrimmBs dau%hter !y a first marria%e.ontrary to the prohi!ition on 9oint )i$$s' On appea$. ho)e.asia <e!a.on.in%.h of them are $i.eedin% and the 9ud%e assi%ned to the testate pro.eit to .ti.ha$$en%e the order of dismissa$' 19*6.e a 9oint )i$$ is .$aimin% CF. entered in 1939 !y the Court of First -nstan.e demand that at the ris3 of o. CF.oid for !ein% e/e.ourt. Ca$ifornia' One )i$$ disposed of his estate in the &hi$ippines and the other disposed of his estate outside the &hi$ippines' Ethe$.e and that )hi$e ea.er.ipro. died).ata' +%ain.CIVIL LAW REVIEW .ommitted !y the pro!ate .ument purportin% to !e the $ast )i$$ and testament of F$orentino @itosis' (his .onso$idated )ith the testate pro. the ho$din% of the .on.er erroneous' -t fo$$o)s that the .orre.ase shou$d !e .is.ourt. the petition )as dismissed' Ahen the same )as heard. heOshe )i$$ .ases' . !ut !e.ommitted H+1+=E2 in re.ause Ha$$anosa et a$ a$$e%ed$y .ourt )as an error of $a).ertiorari to C .ree of pro!ate.onsidered a separate )i$$ of ea.2ud%e +r. )hether in fa.a.t as to the parti. must !e.ause Hrimm died )ith t)o )i$$s and Eno )i$$ sha$$ pass either rea$ or persona$ property un$ess it is pro.t of its fina$ de.eedin% is proper in this .ause the e/e.. the order )as re.$ared the )i$$ .de. has .iti#en of Mani$a.ersin% himse$f and not dismissin% @itosis et a$Bs $atest . !ut )hi.t' 31.ourt of First -nstan.ontinue hearin% the t)o . the intestate .y and sound pra.e$s of $and !e %i. their nie.ersed' Hrimm.$usi.t as to his $ast )i$$ and testament despite the fa.ontinue to en9oy the fruits of the $ands mentioned' 5erna!e died' Her. )hen @itosis et a$ fi$e an M<.h testator' (hus re%arded.t the 9urisdi.orre.ution and simu$ation of the do.BALANE Batch 2013 – SUCCESSION Reviewer on the %round of res 9udi.eedin% shou$d .erned.ision. re. ree/amined and ad9udi. 5erna!e de $a Cerna.asia <e!a.an%e$ .asiona$ errors 9ud%ment of .asia su!mitted the )i$$ for pro!ated' 5y order of O.en to Manue$a <e!a. fi$ed a petition for intestate pro. in so far as the estate of the )ife )as . the Court admitted for pro!ate the said )i$$ !ut on$y for the part of 5erna!e' Ahen Her.omp$aint )as initia$$y dismissed !y CF2ud%e +r.eedin%' 15 DE>A CE)NA s! 7OTOT (19*7) + fina$ 9ud%ment rendered on a petition for the pro!ate of a )i$$ is !indin% upon the )ho$e )or$d and pu!$i. @itosis et a$ do not appea$' (hey did not .ted !y appea$.o.$usi.a.ase !e.an%e$ re.tion to Cannu$D F$orentino @itosisB )i$$ !e.ourts shou$d !e.an%e$ upon motion of Ha$$anosa' @o)e. on her death.asia died.tion of the pro!ate .on.e effe.uted 2 )i$$ in an Fran. another petition for pro!ate )as instituted !y Manue$a. 1939.e of Ce!u that the 9oint )i$$ is one prohi!ited !y $a) )as .h did not affe.or of a third party' (he error thus . that shou$d ha.2ud%e +r.

onsiderations demand that the intrinsi.eption to the ru$e that the pro!ate .ourt )as . the )oman (or.ourt' Moreo.eedin% for the pro!ate of +$e9androBs $ast )i$$ and testament' -n 1981. .ase' (his is an e/. noti.a$idity and )hi.rutini#ed durin% the pro!ate pro.er married to (or.uato and )as in fa.a$id' E.orre.iseesO$e%atees a$ready in.ed )ith .$aim that Onin% <eyes is married to =upoE!ar$e )as unsu!stantiated' NE7O1UCENO ! CA (1985) )EFES ! CA (1996) DO)OTHEO ! CA (1999) (he petition is )ithout merit' + fina$ and e/e.ia$ pro.a$idity of )i$$s may sti$$ !e raised e.h need not !e in0uired upon !y the pro!ate . to a )oman )ith )hom he has !een $i.orre.ides for dispositions that depri.uato <eyes e/e.$aimed to !e his )ife in the )i$$.onsiders her motion to dismiss and other p$eadin%s suffi.oid' 5+=+>E >O(E: -t seems that a pro!ate .ated' (hus. .eedin%s' (he propriety of the institution of Onin% <eyes as one of the de. the .a$id $ast )i$$ and testament is a$)ays intrinsi.hi$dren opposed the pro!ate of the )i$$ a$$e%in% that the )i$$ shou$d not !e admitted to pro!ate !e.a$idity of the )i$$' (he C said the $o)er . .eremony if on its fa.uatoBs re.t in passin% upon the intrinsi. after +$e9andro?s death.ourt shou$d meet the issue' + de.t married to a .ient for the purpose' 2uanita H' Morris.uted a $ast )i$$ and testament !e0ueathin% . !e set aside' (he pro!ate . nu$$ity is patent' (he de.on.a$$y .$aims to ha.uato .$aration of the testator that +sun. HrimmBs 2nd )ife. if the testator pro.ession. the intestate .ause +sun.t' (his is spe.ed !y 5ran.ause on the )i$$.utory de.eta <eyes' (he +ni. )ho .h 20.y of the pro!ate pro.en if the )i$$ )as .ti. it does not ne.a$$y .ion JOnin%B <' <eyes'D (or.h the party had the opportunity to .e of the )i$$. the un$a)fu$ pro.oid' Ahere pra.u!ine )ith )hom he had !een .ion COnin%D <eyes )as his )ife did not ha. fi$ed a spe. .es and other papers in the testate .a$idity of the )i$$' (he pro!ate of a )i$$ mi%ht !e.ase for the pro!ate of the )i$$ of the de.e ta3en .en !y a married man estran%ed from his )ife for 22 years prior to his death.ision that the )i$$ is intrinsi.oha!itin% for many years' (he issue is )hether the pro!ate .ourt )as .annot !e %i..o$.h determination ha.a$$y . the .opies of orders.are of +$e9andro !efore he died. !ut that a fina$ and e/e.eedin%s in 4tah' he $ater fi$ed a petition for pro!ate of the 2 )i$$s.ourt.ourt dismissed the .a$$y .e of the fina$ity of this 9ud%ment an opposition and ans)er to the petition un$ess she ..eta died in 19*9 )ithout her estate !ein% sett$ed' +$e9andro died thereafter' ometime in 1966.hi$dren of +$e9andro 1orotheo and +ni.ed in0uiry on the )i$$Bs intrinsi.a$idity if on the fa.ate respondents did not appea$ from said order' -n 1983.ourt in effe.e a.utory de. shou$d !e ser.edent !e.oid' u. a$ready pro!ated in 4tah and prayed that the partition appro.isionsOdispositions thereof .ase. the .ision of )hi. it said that he )as disposin% part of his estate to his .in% attained that .a$$y .ion <eyes.er.en after the )i$$ has !een authenti. )ho appeared in the intestate .a$idity of the )i$$ !e passed upon. the tria$ . petitioner =ourdes =' 1orotheo.en effe.utory de.t' (or.BALANE Batch 2013 – SUCCESSION Reviewer Ma/ine.uted.ourt issued an order admittin% +$e9andro?s )i$$ to pro!ate' &ri. e.ia$$y so )hen the .ourt is $imited to issues in e/trinsi.ome an id$e . .hara.in% for said period of time is .ha$$en%e !efore the hi%her tri!una$s must stand and shou$d no .ision or order .ourt may pass upon the issue of intrinsi.a$id$y e/e.ertain =upoE!ar$e' &ri.ter of fina$ity is !indin% on this Court )hi. they fi$ed a EMotion 16 Ethe$ may fi$e )ithin t)enty days from noti. opposed on the %round of the penden.ertain properties to his C)ife +sun.t nu$$ified the entry of 9ud%ment made !y the Court of +ppea$s' Kuestions re%ardin% the intrinsi. its intrinsi. )as ne.ise %i. .ourts had a$ready determined in a fina$ and e/e.ate respondents )ere the $e%itimate . 198* Order that has attained fina$ity.ordin% to the $a)s on su.e it appears to !e intrinsi.o%ni#ed natura$ .es or impairs the $a)fu$ heirs of their $e%itime or ri%htfu$ inheritan.a$id.CIVIL LAW REVIEW .an no $on%er !e distur!ed or reopened no matter ho) erroneous it may !e' -n settin% aside the 2anuary 30.e to !e s.h )i$$ no $on%er !e distur!ed' >ot that this Court finds the )i$$ to !e intrinsi.essari$y fo$$o) that an e/trinsi.a$ .en !efore it is pro!ated.

ision )as E)ithout pre9udi.ome fina$ and e/e.h reads: A@E<EFO<E.ompensation sin. the pro.$are (he Ai$$ -ntrinsi.t to the out.isions of the $ast )i$$ and testament of +$e9andro 1orotheo as intrinsi.eta <eyes. petitioner appea$ed to the Court of +ppea$s.i$' $on%er !e ree.a$uated' Fai$ure to a.oid in an order that has !e.ai$ of the remedies pro.ome of the pro!ate of the .ed for re. !ut the same )as dismissed for fai$ure to fi$e appe$$ant?s !rief )ithin the e/tended period %ranted' (his dismissa$ !e.a$$y Foid'E (he tria$ .ome fina$ and e/e. the dispositi.ai$in% parties in said .utory on Fe!ruary 3.ourt %ranted the motion and issued an order.utory as it )as not appea$ed.h other' 4pon denia$ of her motion for re.ase had !e.orrespondin% entry of 9ud%ment )as forth)ith issued !y the Court of +ppea$s on May 1*.a$$y .a$$y pro.CIVIL LAW REVIEW . in .i$'E (he ri%hts of the pre. 1989' May a $ast )i$$ and testament admitted to pro!ate !ut de.ame fina$ and e/e.oid.ti.are of +$e9andro prior to his death a$thou%h she admitted that they )ere not married to ea.$ared intrinsi.tL >o' &artition )as made pendin% the <(CBs de. Order is here!y issued de. (hou%h the 9ud%ment in the partition .e estates sha$$ !e $i0uidated and distri!uted a. 1989 and a .ifi.ie) of the fore%oin%.odi.$arin% =ourdes =e%aspi not the )ife of the $ate +$e9andro 1orotheo.ided !y $a) .ernment' &etitioner mo. )hose respe.e portion that the de.utory sti$$ !e %i.onstitutes )ai. 2ose 1orotheo and >i$da1orotheo Kuintana as the on$y heirs of the $ate spouses +$e9andro 1orotheo and +ni.odi.y upon payment of estate and other ta/es due to the %o.en effe.ision on )hether or not to admit the .$arin% the oppositors Fi.ase )ere thus su!9e.BALANE Batch 2013 – SUCCESSION Reviewer (o 1e..ente 1orotheo. it spe.i$' . and de.onsideration ar%uin% that she is entit$ed to some .onsideration.ided in its dispositi.e she too3 .a$$y .er' 17 CA)O>INA CA1AFA ! BE)NA)DO 7ATU>ANDONB +/004.odi.ordin% to the $a)s on intesta.e portion of )hi.e RtoS ''' the pro!ate of the .

edent?s )i$$ does not state in a spe.h institution if he had 3no)n the fa$sity of the .ause for the institution of heirs must !e stated in the )i$$8 second.ument to !e her )i$$' &etitioners that the $an%ua%e used imp$y that 5asi$ia )as de.CIVIL LAW REVIEW .e made su.on.ause for the institution of the respondents )as the testatri/?s !e$ief that under the $a) she .apa!$e (her househe$p testified that she )as for%etfu$) to ma3e a )i$$ at the time of its e/e. or une0ui.epti!$e in. the .h $ar%e$y fa. Cthe statement of a fa$se .ured !y undue and improper pressure and inf$uen.h institution of heirs' +!sent su.a$ent to !ein% of unsound mind'-t sha$$ !e suffi. . un$ess itappears from the )i$$ that the testator )ou$d not ha.e of the )i$$ that the testator )ou$d not ha. .ed to e/e. For +rt' 850 of the Ci.ien.es.ution of the )i$$ or its e/trinsi. the impe$$in% reason or .t' 18 Article :90 )UBEN AUST)IA ! HON! AND)ES )EFES +. &etitioners fi$ed an Opposition28 as3in% the <(C to deny the pro!ate of &a.hara. it )as o!tained throu%h fraud or tri. it must appear from the fa.ed into !e$ie.-70.onsiderations' (he de. )hi. free$y e/e. sho)s a per.h the de.3ery8 and.ompu$sory heirs) and Esapi$itan%manaE ($e%itime).ient if the testator )as a!$e at the time of ma3in% the )i$$ to 3no) the nature of the estate to !e disposed of.i$ Code to app$y.ien.ordan.ause for su. EsapilitangtagapagmanaE (.ur: 'irst.$udin% the respondents from the inheritan.e )ith the forma$ities pres. !ein% of sound mind.e )ou$d su!.e that respondents )ou$d not ha.uted the )i$$ in a.edent' .h institution if he had 3no)n the fa$sity of su.edentBs disposition of the free portion of her estate.ien.ution of the )i$$ had !een pro.t of spurious adoption !een 3no)n to her' (he petitioners inferred that from the use of the terms.e$y sma$$ de.ia on the )i$$ )as for%ed8 that assumin% the si%nature to !e %enuine.BALANE Batch 2013 – SUCCESSION Reviewer ANTONIO BA>TAAA) >O)ENAO >AJA +/00-.essari$y ma3e a person menta$$y unsound so as to render him unfit to e/e.$ear )ishes of the de.e instituted the respondents as heirs had the fa.edent $eft for her !$ood re$ati.$ination on her part to %i.ri!ed !y $a)'(he state of !ein% for%etfu$ does not ne.iaBs Ai$$ on the fo$$o)in% %rounds: the Ai$$ )as not e/e.a$ manner the .e !y =oren#o or !y some other persons for his !enefit8 that the si%nature of &a.e to them' E/.a$idity pertains to )hether the testator.ia did not intend the do.ution8 that she )as for.ute the )i$$ under duress or inf$uen.ise of $and )hi.ter of the testamentary a.ause for the institution of an heir sha$$ !e ..ia )as menta$$y in. the .ute a Ai$$' For%etfu$ness is not e0ui.e the respondents more than )hat she thou%ht the $a) en9oined her to %i. the fo$$o)in% re0uisites must .ei.ts of his !ounty.onsidered as not )ritten.h )e $oo3 at other .uted and attested to in a.ause' (he de.ordan. the proper o!9e.i$ Code app$ies )here!y.e made su.$e 850 of the Ci.ompared )ith the re$ati.ause must !e sho)n to !e fa$se8 and third.h .ifi.ien.ha$f of her entire estate to the respondents as the $atter?s $e%itime.in% that she )as $e%a$$y !ound to !e0ueath one. )ith the inferen.. that &a.e of fear or threats8 that the e/e.ert the.ored the respondents.ou$d not do other)ise' (hus +rti. and the .o.ause'D (he e/e.e )ith the re0uirements of the $a)8 that &a.

ia as a natura$ .endants.ersa$ heir of a$$ her properties' (here )as no preterition or tota$ ommission of a for.appe$$ee)' (he usufru.eedin%s.e. fi$ed an a.y shou$d !e mere$y redu.ause they are not mentioned therein.hi$dren of the testator?s former marria%e' (he partition from )hi.eased $eft no des.h instituted him as the so$e.ompu$sory heir so as to depri. Maria Herardo' Maria Herardo.ase of (eri v.an. . it )as not nu$$ and . is not at a$$ app$i.ou$d not as3 that the institution of the heirs !e annu$$ed entire$y.ou$d not !e one su.it$y disinherit them !ut simp$y omits their names a$to%ether.BALANE Batch 2013 – SUCCESSION Reviewer 19 Article :94 )EFES ! BA))ETTO-DATU (19*6) 5i!iano 5arretto )as married to Maria Herardo' Ahen 5i!iano 5arretto died. in turn.0uired the su!9e. =u.e of =u.ause authori#ed !y NUBUID ! NUBUID (19**) .a$idate the institution of a$ud as heir.ia ()hom he a$$e%ed to !e not re$ated to him)' -n the pro!ate pro.ept (+rti.ed for his )ido).ed heir' For this reason.in% her )ere her $e%itimate parents PFe$i/ and &a#Pand * !rothers and sisters' One of the !rothers <emedios >u%uid (<emedios) fi$ed in .appe$$ant).e of preterition or omission of . sin.o$.o$untary or intestate ones).er the $e%itime of @e$en' For preterition to app$y there must !e a tota$ omission of the .eased 5i!iano 5arretto' Ed)ard Christiansen $eft a )i$$ )hi.er he .ia Mi$a%ros 5arretto (Mi$a%rosOdefendant. $e%itimate or i$$e%itimate.y Christiansen 1un. !ut she $eft for.hi$d. either !e. (irso <eyes (p$aintiff. or.in% him properties from the estate' Ahen a testator $ea.i. the . !ut on$y that the $e%itime !e .ase in.e her of her $e%itime' Manresa deUnes preterition as the omission of the heir of the )i$$.hi$d of Ed)ard )as preterited in the )i$$ thus.en as a re$ati.ed to .endin% $inePher parents.ti.hi$dren of a$ud. as %uardian of the .onsists in the omission in the testatorBs )i$$ of the for.y appea$ed the order' <osario >u%uid (<osario) died )ithout des.an as heir )as annu$$ed and the properties passed to !oth of them as if the de. and that he )as %i. throu%h mentioned. in.omp$eted' (he parents )ere preterited' Ahere the de. and her ho$o%raphi. and )i$$ed the rest of the estate to other persons.h a$$e%ed that he had on$y one .t of a fishpond )as reser.h had )ith a party )ho )as !e$ie. !y not %i.ise of &3.e.in% any . as administratri/ prepared a pro9e.ed heir in 5i!iano 5arrettoBs )i$$' (he fa.oid' (he $e%a$ pre.t fishpond is not .a!$e as that . the partition had !et)een them .y 1un. the institution of =u.ase of ineffe.ase is one of preterition of the parents.ed to !e an heir )ithout rea$$y !ein% one' (hus.y )orth $ess than the $e%itime.t that a$ud happened not to !e a dau%hter of the testator does not pre.ompu$sory heir of his share in the $e%itime for a .t that Mi$a%ros )as a$$otted in her father?s )i$$ a share sma$$er than her $e%itime did not in. or des.h )as appro.e' &reterition C. )i$$ a$$e%ed$y e/e. uni.tion for the re.*00 to @e$en Christiansen Har.hose' Ahi$e the share (T) assi%ned to a$ud impin%ed on the $e%itime of Mi$a%ros.o3ed !y Mi$a%ros.ered' =ater.hi$dren.e there )as here no preterition.ed an instan.ed and the estate )as distri!uted and the shares de$i.o.endants.t of partition )hi.$ude her !ein% one of the heirs e/press$y named in his testament8 for 5i!iano 5arretto )as at $i!erty to assi%n the free portion of his estate to )homsoe.e disinheritan.t as. either !y not namin% him at a$$ or.eased died intestate' =u.$e 1081) does not spea3 of . the . Maria Herardo died and in the pro!ate of her )i$$ the $o)er .in% a de.h a$ud a. Cis a testamentary disposition depri.ourt he$d that @e$en Har. )hi$e mentionin% him as an heir.ease to !e a testamentary heir of 5i!iano 5arretto' AANA) ! DUNCAN (19**) @e$en )as not preterited' (he testator Ed)ard Christiansen did not entire$y omit @e$en.e.e $osin% the fi%ht for a share in the estate of Maria Herardo as a $e%itimate heir.tion !et)een for.o. )i$$ does not e/p$i.y of &3. !ut )ithout referrin% to the $e%atee as an heir or e. not a .uted !y <osario. a$ud did not for that reason . and the fa. the . they are neither instituted as heirs nor are e/press$y disinherited'D 1isinheritan.ourt he$d that a$ud )as not the dau%hter of Maria Herardo !y her hus!and 5i!iano 5arretto' in. !ut $eft her a $e%a. he $eft his share in a )i$$ to a$ud 5arretto ( a$ud) and =u.*00' (he inheritan. )hi. $e%itimate or i$$e%itimate' ur.CIVIL LAW REVIEW .ed heirs or anyone of them. Akutin.oid a! initio' a$ud admitted$y had !een instituted heir in the $ate 5i!iano 5arretto?s $ast )i$$ and testament to%ether )ith defendant Mi$a%ros' @en. or tota$ ommission of a for.ourt a ho$o%raphi.ery of one.es to a for.ha$f portion of the estate of the de. !ut of heirs ()ithout distin.ed heir a $e%a. the heir .ed heirs in the dire.ed.endants.

hi$dren' +fter +ntoniaBs death.endin% $ine her parents.endin% $ineP)ere i$$e%a$$y preterited so the institution is . )i$$ under +rt' 810 of the Ci. !ein% usua$$y prepared !y one )ho is not $earned in $a).ompromise a%reement )as entered )herein it )as to !e o)ned in .BALANE Batch 2013 – SUCCESSION Reviewer &arents Fe$i/ and &a# opposed on the %round that !y the institution of <emedios as uni.t as.ond marria%e .uted transferrin% o)nership o.e of 1on 2u$ian?s heirs from the se.ution of the instrument and the intention of the testator' (he do. the tota$ omission from inheritan. amon% others. )i$$s.in% a $e%a$ heir of his $e%itime' 5esides.i$ Code sin.er.ies or !e0uests are therein pro. )i$$' @o$o%raphi. there are other properties )hi.-:7.hi$d of the de.ed heirs !e.ir. theyP . a re0uirement for preterition to e/ist.tua$$y intended !y e%undo to !e his $ast testamentary a.er intestate pro.e instrument !ut it a.t $ine' @o)e.ause she is not in the dire. .hi$dren too3 possession o.ument )as a.ontendin%. )ere .eedin%s must automati.ersa$ heir and nothin% more' <osarioBs for.hi$d )hose $e%a$ adoption has not !een 0uestioned !y the petitioner' +doption %i.ed heirs in the dire.er the su!9e.e of a )i$$ depri. or trou%h mentioned they are neither instituted as heirs nor are e/press$y disinherited' +s for the )ido) there is no preterition !e.ided for them' (a. that e%undo $eft a ho$o%raphi.hi$d of the adopter and ma3es the adopted person a $e%a$ heir hen.CIVIL LAW REVIEW .i$ Code must !e entire$y )ritten.ant to spea3 of preterition prior to the death of 1on 2u$ian in the a!sen.ed of their $e%itime' &reterition .hi$dren from the 1st marria%e' (he 3 of them e/e.t as. is hard$y ima%ina!$e as it is unfounded' 20 ACAIN ! IAC +.e ()hi.t' (he pro!ate pro. SEANBIO ! )EFES + ho$o%raphi. )i$$' (he )i$$ must therefore !e pro!ated for the disinheritan. shou$d !e .ond marria%e. 5ar!ara.eedin%s ta3e pre. and may !e made in or out of the &hi$ippines.>T AB)O ! BA>ANSAB +/009.eden. as said ear$ier) to !e %i.umstan.or of 2=( +%ro' Mean)hi$e.edent opposed the pro!ate of )i$$ !e.ount the .ou$d inherit from 1on 2u$ian upon his death' @en.ors testa.h the heirs from the se.eedin%s' +$fredo fi$ed a motion to dismiss the pro!ate pro.hi$dren' + .eedin%s for the pro!ate of the )i$$ sin.e $a)'D (he entire )i$$ is a .e testate pro.onsists in the omission of the for.er the $ot in fa. they )ere depri.oid' Constantino fi$ed for pro!ate of the )i$$ of his de.e o.tua$$y satisfies the re0uirements of $a) as to the forma$ities of a ho$o%raphi.eedin%s ar%uin% that the )i$$ is not a )i$$ under +rt' 683 of the Ci.annot !e said for the adopted .ersa$ heir of <osario. and need not !e )itnessed' e%undoBs do.ordan..onstrued more $i!era$$y than the ones dra)n !y an e/pert.ompu$sory heirs in the dire.a$$y !e suspended and rep$a. )i$$ disinheritin% +$fredo and that the intestate pro. dated..h is a disposition of the property of e%undo.eedin%s as the $a) fa.t to no other form. the same .eden. ta3in% into a.y o.ersed and the pro!ate thus )as dismissed' 2u$ian married +ntonia and they had 2 .eedin%s must therefore !e resumed and must ta3e pre.ument may seem to !e a mere disinheritan.e.ause of preterition' <(C dismissed the petition of the )ife' C+ re.uted a 1eed of +ssi%nment of +ssets and =ia!i$ities in fa. $e%a.es surroundin% the e/e.er intesta.e and en9oy priority o.omp$ete$y omitted in the )i$$: >o spe. Mi$a%ros and her . and si%ned !y the hand of the testator himse$f (hand)ritten)' -t is su!9e.en effe.ommon !y 2u$ian and his 2 .t $ot' 5a$ansa% a$so !ou%ht the said $ot from Mi$a%ros' +$!erto ean%io fi$ed a petition for the sett$ement of the intestate estate of the $ate e%undo ean%io (his father) 1y Mien%.e )ith $a) in the form of a ho$o%raphi.er intestate pro.ause they are not mentioned there in.omp$ete nu$$ity as it so$e$y pro.y' .ifi. this is a .ed !y the pro.uted !y him in a.or of 2=( +%ro' + upp$ementa$ 1eed )as $ater e/e.e.it$y.ased !rother >emesio' (he spouse and adopted .t and )as e/e.ase of preterition -t is premature if not irre$e.es to the adopted person the same ri%hts and duties as if he )here a $e%itimate . 2u$ian married Mi$a%ros and they had 7 .$ear . V Fir%inia opposed the petition .ides for the institution of <emedios as uni.

ided su.har%e imposed !y the testator upon the heir' + EmodeE imposes an o!$i%ation upon the heir or $e%atee !ut it does not affe. 19*7.h )ou$d Article ::6 S(s! .ase. !ut sin.e' 21 Article :6< 7CIB =S ESCO>IN .ed in their ri%hts )ith respe.ommissary su!stitution Epro. . Emma and >ati. 1r' 2or%e <a!adi$$a.ontain any disposition of the estate of the de.a$id and sha$$ ta3e effe.t.ondition suspends !ut does not o!$i%ate8 and the mode o!$i%ates !ut does not suspend' (o some e/tent.$ear$y states that a fidei.a.i$ Code .$e 882 is )hat is 3no)n in the $a) of su. and pro.ession as an institu.ipa$$y or su!sidiari$y or are pre9udi.eed the testator' (he .er the properties su!9e..h su!stitution does not %o !eyond one de%ree from the heir ori%ina$$y instituted. (omas. in a .er o!$i%ated to reser.i$ Code .ond heir the )ho$e or part of the inheritan. 2ohnny ' <a!adi$$a.eased as it on$y sho)s an a. pro.CIVIL LAW REVIEW .ion su! modo or a moda$ institution' -n a moda$ institution.idad as )e$$ as of defendants Fide$.ri!ed in +rti.h the fidu.. the !rothers and sisters of Mrs' @od%es )anted to determine the e/tent of her estate that they .ond heir the )ho$e or part of the inheritan.essor.tions for the annu$ment of .isions that upon their deaths.y of his ri%hts to the su. on 2u$y 26.ompu$sory heir' @is )i$$ )as admitted to pro!ate !y the Court of First -nstan.ios )as appointed administratri/ of the estate' -n a Codi.e and to transmit to a se.ontra.t to one of the .tion.e a $e%a$ interest o.ond heir are $i.an sho) the detriment )hi. )as instituted as a de.e of Mani$a.e$ of $and sur.t of disinheritan.in% spouse and that spouse .em!er 11. +rtemio.in% at the time of the death of the testator' -n this .interest of the herein petitioner.-:/ (he su!stitutes (2uan &a!$o 2an3o)s3i and @ora.iana =andrito are the parents of p$aintiffs Conso$a.ondition' &etitioners do >O( ha.ts.tin% parties and .ondition must happen or !e fu$fi$$ed in order for the heir to !e entit$ed to su. the testator states (1) the o!9e. it is simi$ar to a reso$utory . the rea$ parties are those )ho are parties to the a%reement or are !ound either prin. the residue of the estate inherited !y the $ater spouse from the spouse )ho prede.h su!stitution does not %o !eyond one de%ree from the heir ori%ina$$y instituted'E Article ::/ )a"adilla s CA /000 (he institution of an heir in the manner pres. the heir ori%ina$$y instituted' +rt' 8*3 of the Ci.ommissary su!stitution !y .ontra.eption of the (e/as property' 4pon death of the $atter spouse.t of the institution.irtue of )hi.ided su.iary or first heir instituted is entrusted )ith the o!$i%ation to preser. 19*5' Maria =uisa &a$a.eyed as =ot >o' 1392 of the 5a. their )ho$e estates shou$d !e inherited !y the sur.isee of 511.h Q. )ith the e/. a Fi$ipino nationa$. died in pain on 1e.ession' On the other hand.t of the 1eeds of a$e' -n a.e there )as no $i0uidation of Mrs' @od%esB estate.BALANE Batch 2013 – SUCCESSION Reviewer it does not .iary or first heir and the se. sha$$ !e . (2) the purpose or app$i. Char$es )as ne.ion.t the effi. or (3) the . C$arita.i.e.-74 Mr' and Mrs @od%es !oth made in their )i$$s pro.e and to transmit to a se. the . that the fidu..ou$d inherit' 2ose Eu%enio <amire#. 855 s0uare meters of that par.i$ appended to the =ast Ai$$ and (estament of testatri/ +$e9a 5e$$e#a. Fe$i. 5ran.a$idates a fidei.onditiona$ testamentary disposition. )ith on$y his )ido) as .ou$d mana%e and a$ienate the said $ands.ided further.h as this a. Fe.in.itas. prede.eased him )ou$d redound to the !rothers and sisters' Mrs' @od%es died first then Mr' @od%es. su.o$od Cadastre' +rt' 8*3 of the >e) Ci. >ora.e' 7alacios s )a4ire# .ation of the property $eft !y the testator.e F' <amire#) are not re$ated to Aanda.oaC$in ! CA (2003) 1efendant spouses =eonardo 2oa0uin and Fe$i.

arra a 1O5 interest in the &roperty' @o)e..on.a$id sa$e for .ente =ope#' &etitioners $i3e)ise a$$e%e that the &roperty ori%ina$$y !e$on%ed to Hue.' @on%3on% V han%hai 5an3.in% spouse an intestate heir of the parent.uous a!sen.ation' -f the $e%is$ature intended to ma3e the sur.er#ea$ousness to safe%uard their future $e%itime.o.hoate and .t of sa$e are: (1) .i$ Code.a$ua!$e .iden.en thou%h they did not inter.$e 886 refers to the estate of the de. the parents of petitioners are free to dispose of their properties' -n their o.$aims in the pro!ate . it )ou$d ha. Fi.er the properties su!9e.oid of any pro.ed !y the e0ui. there is no diminution of the estate !ut mere$y a su!stitution of .a$id .er.ates of tit$e issued in their names' 1efendants a.ome .o)ner of the $and' <(C he$d that the sa$e depri.iana =andrito in fa.ession (+rti.arro (C>a. (here is no pro.ause of a. a resident of Ce!u died intestate' he )as sur. a .ed the .heir of the &roperty !y inheritan.u$ous e/a.a$ue of their parentsB estate' Ahi$e the sa$e of the $ots redu.ontended that 2ustina >a.er the properties' &etitioners an. the e$ements of a .ision in the Ci. -renea.arra of their $e%itimes.in. the petitioners )ere not a!$e to pro.ision )hi.onsent or meetin% of the minds8 (2) determinate su!9e.rati.e Manon%son% is NOT a co-o'ner o% t&e 7ro(ert3 and therefore NOT entitled to de4and %or its (artition' +s opposed to a disposition inter .or of their . and that Fi.ed the estate.ene in it (-!a"e# .$ear and .ompu$sory heirs of Hue.e of e.$a).e of a pro.ase the sur.$ared nu$$ and .defendant .$a) an intestate heir of the de. .tion for partition on the .e$y resu$t to them from the .$a)' (he entire Code is de.in.in.in%.in% e. supposed$y the mother of Hue.ontra. . more spe.ed !y her hus!and and their t)o .ed the $ots ta3en from the estate' 22 1anon8son8 ! Esti4o (2003) &roperty did not !e$on% to Hue.e of these e$ements is apparent on the fa.omp$aint for partition of the &roperty' Article ::7 )osales ! )osales +.a$ue rep$a.a$$y.ente =ope# inherited from Hue.CIVIL LAW REVIEW .oid a! initio are .h re$ate to the order of intestate su.o.in% spouse) is an intestate heir of her mother. the property so$d is rep$a. $a) either !y her o)n ri%ht or !y the ri%ht of representation' (he pro.e any $e%a$ interest o.arra. petitioners for%et that theoreti.o.e sa$e is .h .onsideration. she is a ri%htfu$ heir of &etra' positi.onsideration' 4nder +rti.arroD).arraBs estate hen.e or %ratuitous tit$e.i.in% spouse .ests on$y upon their parentsB death' Ahi$e sti$$ $i.h petitioners fai$ed to refute !y .e so pro.e of the Nasu$atan itse$f' (he &roperty )as so$d in 1956 for &250'00' in.ourt stated.ifi.e the notari#ed Nasu$atan is e.onsideration does not diminish the estate of the se$$er' Ahen the disposition is for . )ith the tate as the fina$ intestate heir' (he .ash of e0ui. so$d the &roperty to Hue.in.t e.a$ent monetary .ontra.$aim that Manon%son% is a .BALANE Batch 2013 – SUCCESSION Reviewer and Ha.eased her.e.$es 968 to 1017) enumerate )ith meti.eased a$$ the more . hen.eased spouse in )hi.edent.isions of the Code )hi. petitionersB ri%ht to their parentsB properties is mere$y in.-:7.i.hor their a.a$ua!$e .tion a%ainst them as )e$$ as the re0uisite standin% and interest to assai$ their tit$es o.arraBs estate' (here is therefore no $e%a$ !asis for petitionersB .e of %reater )ei%ht )hi.onfirms Our o!ser.e.e !y preponderan. 22 &hi$' 562 R1912S) &etitioners do not ha.i.arraBs dau%hter Enri0ueta =ope# 2uma0uio' thus petitioner did not !e.orrespondin% . that is.hi$dren and the .ino.a$ent .arra.hi$dren' @o)e.titude the intestate heirs of a de.ided in the Code' +rti.i.iden.$e 1758 of the Ci. o)ner or .ision )hi. the sa$e of the $ots to their si!$in%s does not affe. a$$ surnamed 2O+K4->' ou%ht to !e de.er that p$aintiffs do not ha. as another .os !y $u.uted !y defendant parents =eonardo 2oa0uin and Fe$i.onspi.hi$d of her prede.ertain in money or its e0ui.oid' &etra <osa$es.er.a$ent' (he presen.i.i$ Code )hi. the 2uma0uio sisters . as the heir of her father. the same son is !ein% represented !y his heirs' (he )ido) of this son.ourt that as enumerated in +rt 886.e .h entit$es her to inherit from her mother.t matter and (3) pri.t of the 1eeds of a$e' +s the appe$$ate .o.e a .ertifi.h states that a )ido) (sur.t the .e that the &roperty !e$on%ed to Hue.a$ues.in.iden.ertain deeds of sa$e of rea$ property e/e.h ma3es a dau%hter.a$$y.

a$thou%h under a .er..ondition su!se0uent' (his .inidoBs )ido))' -n .ed.uted on a E<e$ease of C$aimE in fa. re$ati.en if +$i.enido' (he petitioners rene%ed on their promise and instead ne%otiated and sett$ed their o!$i%ations )ith the $on%. and the ri%ht to a$ienate the property.e$ina inherited the $ands from her des. is )hether or not there e/ists.enido >a.i$ Code. to the e/.toriano.0uire o)nership of the property at the death of the as.ame' -f su.h they on$y $oaned to 5ien.ident )ith 5us o)ned and operated !y petitioner 2ose 5aritua' u!se0uent$y. the said pur.interest of 5ien.urred !y reason thereof.ussed: (he person )ho ho$ds it su!9e.enidoBs parents C+: re. )ho inherited them from his as.essors.eased son' (he Court said that.in.e of the dama%ed tri.er the property' @e a$so has $e%a$ tit$e and dominion.hi$dren and natura$ .y.eased. they a.endant Fi.endants .hi$dren referred to in +rti.ation in fa.$a) >e8iti4ate ascendants +(arents o% t&e deceased.e the rea$ty re%istered under her name.endants' -f they do not e/ist.es )ithin the 3rd de%ree of the des.ario fi%ured in an a.en the fa.e$ina tried to ha.ompany entered into an e/tra.$aims a%ainst the estate of their de. the properties are indeed re0uired !y $a) to !e reser. %i.ts and +rt' 811 of the Ci. estran%ed )ife of their $ate son' <(C: dismissed the .3no)$ed%ed natura$ ..eased spouse' >either .e and e/penses are !ut money .ompu$sory heir' -t does not app$y to the estate of a parent.hi$d' (his is so e.000 she re.hi$d.ordin% to .t o.ei.$usion of .enido8 they are not . s$cceed onl3 '&en t&e descendant dies 'it&o$t a le8iti4ate ascendant! T&e s$r i in8 s(o$se conc$rs 'it& all classes o% &eirs! T&$s5 '&ere an o"li8ation &as "een (aid to t&e s(o$se and descendants5 t&e o"li8ation is e?tin8$is&ed and t&e le8iti4ate ascendants &a e no ri8&t to clai4 $(on t&e o"li8ation! 2Article ::7! T&e %ollo'in8 are co4($lsor3 &eirsD 1' =e%itimate .ation of a sur. a.torianoBs !rothers' (he Court further dis.ompu$sory heirs' (he petitioners therefore a.ed' @o)e.t$y in sett$in% their o!$i%ation )ith +$i.an free$y dispose thereof' 23 Barit$a s! CA (2012) (he tri.$aim that the properties are re0uired to !e reser.ia e/e.e$ina .ordin% of the reser.e$ina . )ho .orre.h re$ati.hase pri.hi$dren and des. Mar.en !y 5ien.endants.enido >a.ia (5ien.endants8 /! In default of the foregoing. le8iti4ate (arents and ascendants 'it& res(ect to t&eir le8iti4ate c&ildren and decendants8 3' (he )ido) or )ido)er8 7' +.t to their $e%itimate parents and as. at the time of his death.e of )hi.$aim of 5ien.endants sha$$ inherit from him. fi$ed a .ate respondents $oaned to 5ien.ation has the usufru.t to the re.es do e/ist.omp$aint for dama%es a%ainst the petitioners' (hey a$$e%ed that petitioners promised them indemnifi. &hi$ippine First -nsuran.enido )as married to +$i.ia and that they !e%ot a .ersed <(C Article :-.ia as the )ido) of 5ien.ation for the death of their son.hase pri.onsideration of 18. his parents and as.9udi.or of Fi.$e then !ein% dri. and for the dama%e for the tri. the respondents (parents of 5ien.CIVIL LAW REVIEW . su!9e.endants. Mariano a!$an and Maria <ita Fernande#' Mar. for the funera$ e/penses in.BALANE Batch 2013 – SUCCESSION Reviewer ()ido) or )ido)er) is a .o$$atera$ re$ati.tion8 5' Other i$$e%itimate .$uded !y those in >os' 1 and 2' >either do they e/. the respondents (parents) are not su.ted . the as.enido the pur.ondition su!se0uent.torianoBs !rothers.in.ia had !een estran%ed from 5ien.$e 286' Compu$sory heirs mentioned in >os' 3.y. !ut the re%istration )as opposed !y Fi. see3 re$ief and . as a$$e%ed .ario)..ed !y Mar.enido and as the natura$ %uardian of their $one .in% spouse as an heir of the de.y.hase pri. )ho had inherited them from his as. 7 and 5 are not e/.an re%ister the properties in her name.reditors of 5ien.enido' Mere estran%ement is not a $e%a$ %round for the dis0ua$ifi. )ith respe.endants of the de.enido.t to the reser.ts are as fo$$o)s: Mar.$ude one another'''B 2Article -:9' !n default of legitimate children and des.ommentators 0uoted !y the Court.endants from )hom they inherit in the $ine from )here the property .$e and shou$dered the e/penses for his funera$.endant &edro.e Company(insurer) and 5us .or of the petitioners and &F-C-' +!out a year after.ou$d the respondents. ED)OSO ! SAB>AN (1913) (he fa.$e the pur.ia$ sett$ement )ith +$i.es'D +s it has !een esta!$ished that 5ien.hi$dren !y $e%a$ fi. +$i.ompensation from the petitioners' Ahi$e it may !e true that the pri.i.

en the fa.ed to the spe.ed her' Hi.e .h )as )ith &au$ina.ia.onstitutes a rea$ ri%ht )hi.i. the sa$e !y +ndrea to the appe$$ants had no $e%a$ effe.onditiona$$y (the . the heirs of !oth Cande$aria and Manue$ disputed as to their share in the reser.e the property has de. there is no further o.ha$f of their share shou$d !e %i. the re$ati. pro/imity of de%ree and the ri%ht of representation of nephe)s are made to ap$y.t ha.ipient does not %i.t$y needed to a.ts.is.-77.in% 7 $e%itimate .eased 5enita )ithout issue' Cande$aria died $ea.a tron.i.e)' 24 SIENES ! ES7A)CIA (19*1) 7ad$ra ! Baldo ino +.es (reser.atarios inter se.h the reser.a!$e property' u.omp$ish the purpose of the $a)' -n )abardo v.e$ of $and )hi. aturnino Maeso had 7 .ase.e the sa$e in fa.. )hen +ndrea died.or of the pouses Espar.ed properties' (he heirs of Cande$aria .ind the a$ienation of the rea$ property re0uired !y $a) to !e reser. &au$ina.$aim that on$y one.omp$ete o)nership in fee simp$e !e.h reser.ify other)ise' (he reser. et a$' @o)e. Fortunato and Cande$aria.ame' (he reser. its app$i.endee on$y if and )hen the reser.e share of ea.ersionary property shou$d !e %o.e !een terminated !y the death of the person re0uired to reser.hi$d Manue$ )ith his first )ife and 2 .ia !e de.tation to the property )hi$e the as.er.o$. Fernando.ondition and the usufru. )ith his 2nd )ife 5enita' Fortunato prede.o inherited from his father one par. as his so$e heir. =oren#o and Manue$ ()ho died ear$ier )ithout (he purpose of the reser. sin.e of a reser.ured the issuan. his mother.e +rt 891 does not spe. C&$a ! CFI +.$ared .en to the heirs of Manue$' (he heirs of Manue$ insist that they shou$d a$$ !e deemed as inheritin% in their o)n ri%ht in e0ua$ share' 2ose Chua has three .e$ of $and' Ahen he died unmarried and .ti.e' <eser. ienes.en the e/isten.hi$dren )ith &atri. and Cipriana) )ith his first )ife (eresa <ua$es. )hen the appe$$ants tried to %et the OC( of the par.asion for its app$i. &au$ina refused to %i.e in fa..es )ithin the 3rd de%ree in turn ha.endant $i.ause the .a$.idua$ ri%ht to the property shou$d !e de.. and one sone (Fran.e may a$ienate and dispose of . Cipriana sur.es the person o!$i%ed to reser.o$$atera$s of the )ho$e !$ood shou$d $i3e)ise !e operati.oid' +%ustin &adura has one .eptiona$ .a!$e property !ut su!9e. &au$ina and Cipriana so$d the $and to the pouses Espar.e an e/pe.omp$ished on. the Court said: that the reser.har%es8 )hat is essentia$ is that the transmission .CIVIL LAW REVIEW .ia.a!$e ru$es of ordinary intestate su. inherited the property' he then so$d the property to the appe$$ants. prin..a$$ for app$yin% +rt 891 any $on%er8 the respe.es )ithin the 3rd de%ree !e$on%in% to the $ine from )hi.ation' -n the .atario and another of the same de%ree.$ared it in their name for ta/ purposes and se.es may res.h in the re.ourt ru$ed that Cthe transmission is %ratuitous or !y %ratuitous tit$e )hen the re.atarios) to )hom the property shou$d !e returned8 !ut )ithin that %roup. of re$ati.hi$dren' Ahen 5enita died.a !ein% an e/.is.t' Aith re%ard to the sa$e !y Cipriana and &au$ina to the pouses Espar.endant o!$i%ed to reser.ista has the $e%a$ tit$e and dominion to the reser. at the time of his death.a$ mere$y determines the %roup of re$ati.or' (he re$ati.hi$dren (+%aton.o) )ith his se..es' +fter the person )ho is re0uired !y $a) to reser.hi$dren.-9:.ided !y the app$i.h the property .i.a tron.BALANE Batch 2013 – SUCCESSION Reviewer in their fa. *illanueva.hi$dren. the indi.ession.t to reser.!$ood' -f in determinin% the ri%hts of the reser.ation shou$d !e $imited to )hat is stri.ase at !ar. the ru$e of dou!$e share for immedaite .erned !y the ordinary ru$es of interstate su..t to a reso$utory .ee.e8 and (2) the sur.ession' &ro/imity of de%ree and ri%ht of representation are !asi. name$y: -%na.onditions: (1) the death of the as.e sur. Manue$ died )ith 6 .e the ri%ht has died.t to any prior .ip$es of ordinary intestate su. the $and is reser.es of the $ine of ori%in' 5ut from this time on.ond )ife +ndrea Hutan%' Fran. )ho then de.a$ is a.e anythin% in return'E -t matters not )hether the property transmitted !e or !e not su!9e.ondition8 he may a$ienate the same !ut su!9e.io.reates 2 reso$utory .hi$d$ess.ondition !ein% that the a$ienation sha$$ transfer o)nership to the .ation' -n the re$ations !et)een one reser.the .e the property' Hi.ed and they )i$$ .ession8 so is the ru$e that )ho$e !$ood !rothers and nephe)s are entit$ed to share dou!$e that of !rothers and nephe)s of ha$f.e in their name of a (C(' (he appe$$ants no) see3 to ha.e it' (hereafter. there is no .ia Mi$itar.ified re$ati.or of the heirs )ithin the 3rd de%ree .

. or !y an a. sin.a!$e nature of the property is not $ost !y the fa.ause of this.$ared his heirs and ad9udi.hi$dren then 0uestion the .hi$dren and their representati.CIVIL LAW REVIEW .er it' &$aintiffs and respondents of this .ase are !e made %ratuitous$y. 2uanito and Conso$a.osts resu$tin% from su.a$ sin.ommentator.ourt ru$ed that there is no reser.hi$dren to the e/.e a !etter ri%ht o.ession and therefore %ratuitous' 25 Florentino ! Florentino (1919) 7ro(ert3 is reser a"le &ence c&ildren o% t&e %irst 4arria8e are entitled to t&e %r$its t&ereo%! <eser.in% the property %i.io.e his 6 .ourt ru$ed that the un. =oren#o.eased prepositus.e from their %randfather' One of the .atario)' 5e.a!$e properties did not form part of her estate.ed property to her .t that it is transferred not to a stran%er !ut a$so to a re$ati.a$' (he $o)er .e transferred it to her %rand.er the fruits of the property and as su.eedin%s.eedin%' 2uanito died )ithout issue and his mother Conso$a.t to the payment of interests and .hi$dren shared his fatherBs inheritan. his mother !ein% the on$y heir' (he mother then !e0ueathed the property of the .osts of the suit' Father died' @e !e0ueathed his estate to a$$ his .e a share o. 2ose married Conso$a.a tron.atarios ha. !ein% reser.ipient8 and that the person re. from pure %enerosity. the mother did not ha.es )ithin the 3rd de%ree' 7ro(ert3 reser a"le &ence trans%er to t&e 8randc&ildren oid! Citin% F$orentino .t of mere $i!era$ity of the person ma3in% it.h they ha.ase his mother' 5e. 2uanito' 2ose died and in his intestate pro.ord that the transmission of the property in 0uestion to 2uanito Frias Chua upon the death of his father 2ose Frias Chua )as !y means of a hereditary su.a$id$y transfer the reser.e tit$e to the property and she .annot .ause of this.hi$dren died. )ithout imposin% any o!$i%ation on the part of the re.hi$dren of !oth marria%es' Chi$d of 2nd marria%e died' @is mother inherited the estate' Mother su!se0uent$y died' Ai$$ !e0ueathed to her dau%hter the entire estate' Chi$dren of the first marria%e 0uestion the transmission of these properties sin.$usion of her .i.hi$d.h the dau%hter )ho o!tained the property of the prepositus from her mother has the duty to %i.ia died.$es and aunts sha$$ not share in the reser. as a!$y put !y an eminent Fi$ipino .e )ithin the third de%ree of the de.a!$e.ou$d not ha. Ethe essentia$ thin% is that the person )ho transmits it does so %ratuitous$y.a tron.e a share o.in% .hi$dren' Bon#ales ! CFI (1981) De 7a(a ! (he .eeded tohh his share in 2oseBs estate' Conso$a.$aimin% 2uanitoBs share throu%h reser.e the property did not pass to 2uanito !y %ratuitous tit$e as he had to pay interests and .e she .a$idity of the transfer to the %rand. the reser.ion de $a (orre and had one .ion died and so -%na.io and =oren#o are ..es or does nothin% in return8 or.ion su.. a$$ reser.' F$orentino.a!$e' @en.er the fruits of the same' @us!and died' @en. the prepositusB si!$in% ()ho is a$so a reser. -%na. )ithout re0uirin% from the transferee any prestation'E -t is e.ated his properties su!9e.hi$dren on the %round that the property transferred )as reser.ident from the re.ion )ere de.ea!$e property.e.hi$d to her %rand.e these are reser.BALANE Batch 2013 – SUCCESSION Reviewer issue)' Ahen &atri.hi$dren' (he . and as su.e the fruits to the other sur.ed and thus they ha.ei. in this .h pro.hi$d.

es in the dire. 2r'.eedin%s.eyan. fi$ed for pro!ate pro.tion and is entit$ed to one.eed to the estate )ithout distin. Ce$edonia stated that she is the so$e heir !e. !rothers.o.BALANE Batch 2013 – SUCCESSION Reviewer Ca4ac&o $e%itimate re$ati.eased. )hi$e Este!anBs father has a sister named Con.e$$ana Fi$$anue.i.io .in% spouse. as.h sha$$ su.es )ithin the third de%ree .e$$ana 2r'.endants.io.e amon% them !y reason of re$ationship !y the )ho$e !$ood' in.ered !y +rti. Ci.e )ithin the third de%ree on his motherBs side' (he persons in.e$$ana.ed in reser.ista)Pthe as. )as de.es of Este!an )ithin the third de%ree in the .endant or 9 !rother or sister' -t does not app$y to property inherited !y a des.ounted from the des.endant of 1i#on.eed to his estate )ithout distin.t to a reser.tion for re. a$ustia o$i. for the purpose of he$pin% indi%ent students in their s.es in the .endant (propositus). a$ustia o$i.or of his aunt.eed a! intestate so $on% as nephe)s and nie.da' de 2a.ation in fa. sur.e$ist.$es of the respondent' Cama.edent?s nearest re$ati.e is the reser.e on under the $a) of intestate su. inherited .ha$f (1O2) share and share a$i3e of the estate' 26 Soli io ! CA .a tron.es of the de.ame. the re.erse of the situation .ordia. set. nephe)s or nie.o$$atera$ $ine') (he estate of Este!an is not su!9e.up the foundation and put the money in it. possession.io.$e 891' in. that she is that she is the de.t as.sister from the se.e su!9e.e the de.o. from )hom his properties . a house.ome from her sister.heir and that )hi$e she did a%ree to set. !ut the des.e )ithin the third de%ree on his mother?s side' (he reserva troncal app$ies to properties inherited !y an as. first de%ree .endant )ho inherited it from another as.i$ =a) !y &adi$$a. assai$ed Ce$edoniaBs a.endant inherit !y operation of $a)' (p' *92. p$aintiffs !ein% aunt and un. a des.ordia (paterna$) a%reed to honor Este!anBs )ish !efore he died to p$a.es sha$$ su.o$$atera$ $ine.arry out the p$an of Este!an.a!$e property.ed a$$ of the properties in Este!anBs estate in it' Con. she on$y a%reed to put ha$f of her inheritan. and !e$on%in% to the $ine from )hi.endantBs un. et..o$.or (reser.ed are the reser.endant of his mother.hoo$in%' Ce$edonia a%reed to . ma3in% his other as. Fo$' --.on.') from his mother a$ustia o$i..$es 1003 and 1009 of the Ci. Ce$edonia o$i.e and are )i$$in% and 0ua$ified to inherit' (he ru$e on pro/imity app$ies' ((he re$ati.endant.$es and aunts may not su. sisters. )ho is his re$ati.ousin of defendants' Este!an 2a. ea.endants.e in it' For her defense. and thereafter.e$$ana Memoria$ FoundationD and p$a. from )hom he inherited the properties in 0uestion' (herefore.io.$ared the so$e heir.up the foundation C a$ustia o$i.ourt a .endant )ho inherits !y operation of $a) property from his des.ond marria%e of his materna$ %randfather.CIVIL LAW REVIEW .e !oth are re$ati.es. he did not ho$d his inheritan. the property of Este!an is not reser. 195* Ed') C$ear$y.endant.er..e his estate in a foundation to !e named after his mother. i$$e%itimate .e$$ana.atarios)Pre$ati. and dama%es a$$e%in% that she is a .o$$atera$ re$ati. Este!an 2a.tions after more than a year and fi$ed in a separate !ran. his t)o aunts Ce$edonia (materna$) and Con. )hat shou$d app$y in the distri!ution of his estate are +rti. Ce$edonia o$i.ause the properties of the estate had .i$ Code' (herefore.ordia 2a.ame' 3' (he propositusPthe des. ho)e.tion of $ines or preferen.endant )ho re.h the property .edent sur.a$ are: 1' (he person o!$i%ed to reser.h )ere transferred to Este!anBs name' Este!anBs mother has a ha$f.t to reserve troncal and it does not pertain to Ce$edonia on$y as his on$y re$ati.a' @e died )ithout any spouse or .endant from a des.ei.ertain properties ($ands.es.da' de 2a.i.$ude re$ati. for Este!an )as not an as.ees (reser..i$ a. . the tit$es of )hi. died )ithout des. the eminent no.io.io .e of o)nership.hi$dren' ()o )ee3s after his funera$.ession a des.ho inherited her property from her mother (rinidad.endants' 2' (he persons for )hom the property is reser.ed !y %ratuitous tit$e and died )ithout issue.h of the .endant from his as.endin% sha$$ e/.hi$dren.i.

Hatioan .er.ision of the tria$ .h has $i3e)ise inherited !y the $atter from another as.t )hi.in% heir' Consue$o then ad9udi.es at the time of the sa$e' (he fa.it of se$f. that the affida. )herein it )as . the disposition of the properties of the estate to fund the foundation )ou$d !e fa.BALANE Batch 2013 – SUCCESSION Reviewer his mother?s side.hasers in %ood faith' >O' )U>INBD 1' -t )as admitted that the .ery fa.t to reser.' 51 of <'+' 79*) .ent pur.it then su!se0uent$y so$d the same to Mari0uita umaya )ho in turn so$d them to Fi$$a @onorio1e.ation e/e.i.ertifi.ation of the estate of <au$.er the properties )hi.uch presumption is irrebuttable ' @e is .t remains ho)e.ation operated as an annotation to the tit$e to the properties ME ' 2' AO> the pur.ord .en.onstru.ad9udi.ad9udi. re.it of se$f. <au$.uted !y Consue$o )hi.h the pu!$i.ad9udi. ar%uin% that the same properties )ere su!9e.ate of tit$e .ation e/e.it$y stated that she inherited these properties from her son )ho in turn inherited from his father' u. they shou$d !e treated as inno.a$ue. thus they may not !e stripped of the properties' <(C ru$ed in fa.ree (former$y e.ated unto herse$f the properties in an affida.a$ )as made apparent !y the affida.ts )hi.CIVIL LAW REVIEW .ates of tit$es .indi.e dis. $ea.$osed' (his presumption .h presumption .e there )as no annotation in the tit$e.atron.it of the se$f.it of se$f.ord )ou$d ha.ery fa.um!ran.e )ith e.er.t sho)n !y the re.or' (hey .hara.an !e he$d as inno.hasers in %ood faith and for .ontains any more than one may !e permitted to sho) that he )as i%norant of the pro.ter of the property in the .tion 52 of the &roperty <e%istration 1e.ome !y proof of inno.e (the present possessors of the properties)' Consue$o then died' (he !rothers in Cfu$$ !$oodD of <au$.annot !e attri!uted to Consue$o' 2' (hat the properties )ere su!9e.indi.har%ed )ith noti.ontained a statement that the property )as inherited from a des.ent pur. and 1O6 interest pro.ey the same to the 5a$anta3!os' -t said that the re%istration of an affida.o.ord .ordia' Ce$edonia appea$ed !ut the C+ affirmed the de. Haffud: +nder the rule of notice" it is presumed that the purchaser has examined every instrument of record affecting the title ' .iso of a $ot in =i$i) from his father.ourt' <au$ 5a$anta3!o inherited 1O3 interest pro.-ndustria$ Co.a!$e nature thereof )as re%istered )ith the <e%ister of 1eeds of =a%una.our of Con.in% his mother Consue$o 2oa0uin Fda' 1e 5a$anta3!o as his so$e sur.a!$e .erin% the properties in 0uestion sho) that they )ere free from any $iens and en. affida.ordan.e of e.it of se$f ad9udi. and this is suffi.Bt Corp' )ho in turn so$d them to +%ro.ation and deed of sa$e )here!y Consue$o e/p$i.$an.h )ere so$d !y Consue$o..e to the !uyers.e and nephe)s from a dead !rother then fi$ed suits to re. )as re%istered )ith the <e%istry of &roperty' (he fai$ure of the <e%ister of 1eeds to annotate the reser.endant.o.e to the )ho$e )or$d in a.i$itated' (he tria$ .ti.ent pur.$aim that sin.e of the fa.isions of the $a)' (he ru$e that a$$ persons must ta3e noti.ertifi.e of the properties there!y sho)in% the reser.e or %ood faith' G u.ontains is a ru$e of $a)'D .ourt ru$ed in fa.t to a reser.hasers .h fa.onut Cooperati. and his nie. )hi.h an e/amination of the re.$ear$y 27 S$4a3a s! IAC (1993) ISSUES 1' AO> the re%istration of the affida.or of 5a$anta3!o .on. thus pre.endant.atron.ord and is presumed to 3no) e.t operates as .ad9udi. and ordered the possessor of the properties to .annot !e o.uted !y Consue$o statin% the sour.entin% them from !ein% inno.e$s of $and from his materna$ %randmother' <au$ then died intestate. and )ith her as so$e heir.a$ in their fa.iso in 10 par.e noti.ient noti.h .annot !e defeated !y proof of )ant of 3no)$ed%e of )hat the re.hasers in %ood faith' .

hara.a!$e .ation of de.tion to re.ti.en to =auro' (he &ara"a0ue property and the .tionOre.h do not o!tain . their properties that they had from their respe.a!$y !e impaired !y any transfer of her property durin% her $ife time' ((hey had no 3ids) =i#conde ! CA .e nie. their properties to their respe.ter of the properties' 28 Article -0: >ocsin s CA (1992) Mariano =o.on. )ho )as not e.o$$ation .on.o. )ho are not .o$$ation of the &ara"a0ue property.sins and 2au.en to =auro )ith <afae$ and a$ud ISSUEAO> respondents )ere entit$ed to inherit the property Cata$ina had disposed of' >O' )U>INB(he property Cata$ina disposed of more than 10 years !efore her death )as not part of her hereditary estate.eyed to the =o.er. and intended so$e$y to .ar )ere a$so %i.edent durin% his $ifetime to his . )Oo .en !y de.ordin% in the <e%istry of 1eeds of the reser. Mariano instituted Cata$ina as his so$e uni.ti. he may not !e dra%%ed into the intestate estate pro. de..--: &etitioner is <afae$Bs son.ir.reditor of <afae$. Estre$$ita paid &900.t no $e%itimes . has no statutory !asis' (he Order of the pro!ate .o.e a.$a) and not one of his .h ha.onsidered a 3rd person' +s su.ert to their fami$ies (=o.ei.ent $a)s on su.ompe$ redu.o$$ation is improper for .ians)' 9 years after MarianoBs death. a re.um.io$ation of respondentsB ri%ht to su..$ared pri.ed their $e%a.edentBs %ifts inter .er properties that Cata$ina had .umstan.ian' (hey had no .h <afae$ transferred to Estre$$ita.$aration. the ri%ht arisin% under .edentBs death and those )hi. some of her 2au. t&e order o% collation is (re4at$re since t&e (roceedin8 is still in its initiator3 sta8e! T&ere is not&in8 to indicate t&at t&e le8iti4e o% an3 o% )a%aelKs &eirs &as "een i4(aired to 'arrant collation' Further.ersa$ heir' (hey !oth a%reed that after death.o$.um.ia$ sett$ement of his )ifeBs estate )ith <afae$ and a$ud.onsideration.e sides of the fami$ies )ou$d re.ession' (hose . )as in its form.ies and hereditary shares from her estate fi$ed a.en sho)n to !e a . !y sa$e.BALANE Batch 2013 – SUCCESSION Reviewer stated that the properties )ere inherited from <au$Bs father and materna$ %randmother.CIVIL LAW REVIEW .ompu$sory heirs' o thereBs no !asis for assumin% intention on her part to .es )ho had a$ready re. is .ertain .ond$y.ei. . -n.ate respondents entit$ed to inherit the property Cata$ina had disposed of more than 10 years !efore her death =auro )as $eft as the so$e heir of his )ife !ut he entered into an e/tra9udi.os does not inure to respondents. !ou%ht usin% the pro. on$y the property that remained in her estate at the time of death )ou$d ha.e the openin% of su.on.eyed !y <afae$ to Estre$$ita' @o)e.es and nephe)s' * years after Cata$inaBs death. that is.in.ious.ou$d .sin married Cata$ina 2au. Cata$ina !e%an transferrin%.ession' -n fa. a$$e%in% they )ere inoffi.ir. 000 to &remier @omes.tion (he (C and C+ de. donation or assi%nment.$a)s' (his sett$ement pro.ent the $a) in .e.t to <afae$Bs estate.eeds of the sa$e of the Fa$en#ue$a property )hi.hi$dren' -n his )i$$.eedin%' e.ed to her $e%a$ heirs' E.ian nephe)s and nie.ession'D @ad she died intestate.ompu$sory heirs )hi. petitioner.e de.en if a$$ the transfers )ere treated as donations. and su!stan.' for said property' (he .. his in.sins durin% her $ifetime.ir.i.es to impu%n and . Cthe property and transmissi!$e ri%hts and o!$i%ations e/istin% at the time of the de.rued thereto sin.ompu$sory heirs' Aith respe.h.$osest to Cata$ina did not 9oin the a.o.ided 50W of the tota$ amount of the !an3 deposits of Estre$$ita and her dau%hters to <afae$ )hi$e the other 50W )as %i.ourt presupposes that the &ara"a0ue property )as %ratuitous$y .ers on$y properties %ratuitous$y %i..

eedin%s of the )i$$' &ri.ome from .isee or $e%atee hen.onstitute a uni.o$$ation may not !e a$$o)ed as the .e there is preterition )hi.eased and that a$$ other .en assumin% that the $atter property may!e .ed !y the pro.ompu$sory heirs' (he mere mention of the name of one of the petitioners.hi$dren !y ri%ht of representation as Estre$$itaBs )ido)er to the transfer of the &ara"a0ue rea$ty' Moreo. further .ompu$sory heirs )ith the so$e e/. .in% a$$ their .ontendin% that the a$$e%ed )i$$ of e%undo does not . Estre$$ita died ahead of <afae$' -n fa.e a )i$$.ompu$sory heirs )ere not named nor instituted as heir' 1e. +$fredo' . in the do.$usion of one or more .ompu$sory heirs' (hey (he .ersa$ heir' @er name )as in.$usion of his other .ipation as heirs in the said properties' <afae$ died' -n the intestate pro.ause e%undoBs )i$$ does not .$aims. the intestate pro.ation !et)een e%undo and his son. petitioners a.h )ou$d resu$t to intesta.o$$ation of a$$ properties distri!uted to his .eedin%s .y' &etitioners .o$$ated.ordin% to the C. it )as <afae$ )ho inherited from her an amount more than the .a$ue of the Fa$en#ue$a $ot' (hus.eption of +$fredo' +$so. )i$$ disinheritin% +$fredo for .ersa$ heir or heirs to the e/.hi$dren !y <afae$ durin% his $ifetime' <amon.CIVIL LAW REVIEW . o)nership and parti.ontain any disposition of the estate of the de.$uded on$y as a )itness to the a$ter. <afae$Bs son.ountered that the ru$e on preterition does not app$y !e.ument did not operate to institute her as the uni.ate <espondents mo. ri%hts.ed for the dismissa$ of the pro!ate pro.ie) of the purported ho$o%raphi.t $ine )ere not preterited in the )i$$' +.ent the de.$aimed that the petitioner is one of <afae$Bs .6 Sean8io ! )e3es /006 &ri.ontendin% that e%undo $eft a ho$o%raphi. e.t. <afae$ a$ready )ai. e%undo did not institute an heir to the e/..eedin% the Fa$en#ue$a $ot a$$e%ed$y )as %i.er.ause' (he reason for the disinheritan.a$$y suspended and rep$a.ate respondents ean%io et' a$ fi$ed for the sett$ement of the intestate estate of the $ate e%undo' &etitioners opposed said petition. .erred that in the e. Fir%inia. it )as e%undoBs $ast e/pression to !e0ueath his estate to a$$ his . )i$$.ompu$sory heirs in the dire.en !y <afae$ to Estre$$ita and that the heirsB $e%itime shou$d .edent is found to ha.a$ue of the Fa$en#ue$a $ot has $on% !een returned to <afae$Bs estate 29 Article -.ed his ri%ht to said rea$ty' =ast$y.e )as due to +$fredoBs ma$treatment to his father e%undo' -n .eedin%s are to !e automati.BALANE Batch 2013 – SUCCESSION Reviewer )ai.

eased (parent..o$$atera$ $ine.ase the sur.in.ed and too3 possession of the property of a de.e an interest in the estate.ation that they are >O( .ompu$soryOintestate heir of her de.in.irtue of nu$$ and .i$ Code is de.reditor' (he interest must !e materia$ and dire.e of the de.$a) inherit intestate from her parent.ision refers to the estate of the de. CC' (he Ci. in.ision )hi.$uded her as a .annot . or !y the ri%ht of representation pro.H (his ori%inated from a .in.eased sister of Maria opposes the pro!ate on the ff %rounds: o Ai$$ not e/e.oid as to Hertrudes sin.eased his mother &etra' +fter &etraBs death.uted is .ei.eit e/.e in the .$a) an intestate heir of a de.ompu$sory heir sin.oid as to her and she does not ha.ordin% to $a) +na has >O ri%ht to inter.uted' Ma/imo resisted the .ement of the e/tra9udi. .i.ase for spe.ei. )osales ! )osales G. !ein% a %randnie.BALANE Batch 2013 – SUCCESSION Reviewer ar%ued that the testator intended a$$ his .heir Ma/imo 1e$a Cru# for the enfor.hi$d of Fran.e she is >O( a ri%htfu$ heir to the estate of the de.ement thereof' Hertrudes is the grandniece of the de.e an heir of the de. TEOTICO =! DE> =A> +na 1e$ Fa$ Chan.edent.eption of +$fredo.edent' -s Hertrudes the %randnie.e' Article -7.o.ourt in the pro.onfirms the o!ser.annot parti.eased mother.h ma3es a dau%hter. not mere$y indire.$aimant' -nterested party has a$so !een defined as one )ho )ou$d !e !enefited !y the state $i3e a .ompu$sory heir' -t does not app$y to the state of the parent.ession pro.annot a$so . or in the property to !e affe.edent )hi$e Ma/imo is a nephe) of the de. CC. the ri%ht of representation does not o!tain !eyond the . he must ha.edent.in.eased )ho is Ma/imo (nephe))' he .ifi.utor or . as in the order of intestate su.ontin%ent' 4nder the terms of the )i$$.ene in a pro!ate pro. a dau%hter.in. $a) to inherit from her mother.t. .erted to the ri%htfu$ heirs' <emote re$ati. or in the )i$$.in% spouse is a .in.eased' Hertrudes .e of her de.$aimin% to !e an adopted . CC )hi. )ith the so$e e/. $a)' -ndeed.h Hertrudes 1e$os antos fi$ed a%ainst her purported .$aim to !e an heir !y ri%ht of representation sin.ause she is deemed e/.eased person )ithout any ri%ht !y .uous a!sen.an on$y inherit either !y his o)n ri%ht. to inherit his estate' 30 Article -6.annot re$y on +rt' 886.$a) is .$aim !y sayin% that the said partition a%reement is .titude the intestate heirs of a de.annot .$a) either !y her o)n ri%ht or !y ri%ht of representation' (he Code enumerates )ith meti.oid of any pro.eased.essors in the inheritan.uted a. )hi. petitioners and &<s a$i3e.$aim to !e an heir !y ri%ht of representation of her mother )ho prede. )ith the tate as the fina$ intestate heir' (he .ompu$sory heirs' -rene .edentL >O' Hertrudes.eedin%.$a)' Article -6/ Delos Santos ! Dela Cr$# G. must restore it to the $e%itimate su.u$ous e/a.h ma3es mention the C)ido) or )ido)erD as a .eedin%' For a person to inter.is.t and .CIVIL LAW REVIEW .e that same pro. performan.hi$dren of the !rothers and sisters of the de..eased spouse in )hi.$uded as an heir !y the nearer re$ati.in.oid partition.e.eased %randaunt !e.ia$ partition that they e/e.$a)L >O' -ntestate heirs . a de.h .e persona$ity to enfor.$aim enfor.e the same' (he portion of the estate she re.ed must !e re. thus Hertrudes .es or unre$ated persons )ho undu$y re. .ene in the pro.ided for in +rti.-7.$es 968 to 1017.in.$a)) .in.$e 981.e of the de.e of a pro.ided for in +rti..a Mortera.eased her %randaunt' +s Hertrudes is >O( an heir.ompu$sory heirs.-:7H -rene <osa$es is the )ido) of Carterio )ho prede.eedin%s for the sett$ement of &etraBs estate sin.$a)' May a dau%hter.ision that entit$es the dau%hter. the partition e/e.ipate in the inheritan.onsidered a third person as re%ards the estate of the parent.-rene assai$ed the order of the pro!ate .ted !y it either as e/e.onspi.

adio' (hus they sou%ht for re.i.ision desi%natin% her any portion of the estate' 31 SAFSON =! CA +dopted .is..o.o)nership is .e and partition' Article --/ CO)7US ! CO)7US (1968) (eodoro Man%.ase of 1e$ia and Edmundo ()ho )ere adopted).o.hi$d' (he $a) does not re.e the ri%ht' (he $e%itimate dau%hter.es of his father or mother8 nor sha$$ su.o.o.$aim that they )ere entit$ed to inherit (eodoro?s share in his parents? estate !y ri%ht of representation' o +na has no ri%ht to inter. and 2ose Corpus.o%ni#e the !$ood tie and see3s to a.ution' o Ai$$ )as e/e.a$id on$y insofar as the share of i/to in the . threat.tion to re.$aim to any property affe.a$ .BALANE Batch 2013 – SUCCESSION Reviewer (estatri/ )as physi.e parents' (hey . )as a $e%itimate .hi$dren and re$ati. father of 2uanita.uted )ith undue duress.e father' >EONA)DO s! CA Fran.CIVIL LAW REVIEW .hi$d and does not e/tend to the !$ood re$ati.eyan.omp$aint for the a. there!y ma3in% the !uyer a .es inherit in the same manner from the i$$e%itimate .onsent of the other . representin% himse$f to !e the on$y heir of =eo. his son i/to administered the property' 4pon i/toBs death. Maria and i$.--:/ ABUI))E ! CA (2007) =eo.efu$$y $oo3ed upon !y the $e%itimate fami$y )hi$e the $e%itimate fami$y is.eased father in the distri!ution of the intestate estate of her %randparents' -n the .ided share.ountin% and partition of the intestate estate of the parents of their adopti.hi$d has no ri%ht to inherit ab intestato from the $e%itimate .heirs found out that he so$d portions of the property.hi$dren fi$ed their o)n .reated !y the adoption is !et)een on$y the adoptin% parents and the adopted .o. a$$ 8 heirs shou$d share e0ua$$y in the su!9e.hi$dE' (he ru$e is !ased on the theory that the i$$e%itimate .i$ Code )hi.o)ner se$$s the )ho$e property as his.adio o)ned a par.hi$d sha$$ !e deemed to !e a $e%itimate .oid8 on$y the ri%hts of the .hi$dren or re$ati.o)nerOse$$er are transferred.es of either party' (he sa$e is .o' Man%.o)ner )ithout the .o. a sa$e of the entire property !y one . the sa$e )i$$ affe.hi$d has no ri%ht to inherit ab intestato from the $e%itimate .$e 973 is no) found in arti.o )as an i$$e%itimate .ted !y the )i$$' (here is no pro.es of his or her putati.o. in turn.o)ners )ho did not .erned' -f a .on.e$ of $and' Ahen he died.o.o.e a .t on$y his o)n share !ut not those of the other .o)ner of the property' &ursuant to the o$d Ci.o died intestate' &etitioner. fi$ed an a. these ri%hts do not in.o. hated !y the i$$e%itimate . 1ori!e$.onsidered tota$ stran%ers' Ahi$e it is true that the adopted .a <eyes )ho died intestate in 1972 )as sur.ute the )i$$ at the time of its e/e.hi$d and ha.h .ene !e.hi$dren ha. t&e res(ecti e &eirs o% t&e no' deceased c&ildren o% >eocadio in&erit "3 'a3 o% re(resentation t&e res(ecti e s&ares o% t&eir res(ecti e (arents! Article -:.utor.oid further %rounds of resentment' +n i$$e%itimate .o)ners is not nu$$ and . the son of Man%.$ude the ri%ht of representation' (he re$ationship .ause she has no interest in the estate either as an heir or e/e.t property' -n the partition of the said property.o intestate estate' 2uanita is not a $e%a$ heir of (eodoro Man%.e the same ri%ht as the $atter.$e 992 of the Ci. their %randparents are .h pro.hi$dren and re$ati.o'(he ru$e in arti.estra Cai$$es and a . nor does she ha.a$$y and menta$$y in.o)ner is entit$ed to se$$ his undi.hi$d.ed !y t)o (2) dau%hters. or fear +dopted . 2uanita is not a $e%a$ heir of (eodoro Man%.oBs ha$f sister (2uanita).e a ri%ht of representation. has a ri%ht to represent her de.hi$d' (herefore.hi$d is dis%ra. on$y $e%itimate !io$o%i.apa!$e to e/e.er her supposed share in the Man%.on.e any .hi$dren do not ha.i$ Code. his .onsent to the sa$e' in.ides that Ean i$$e%itimate .

&as.ua$.ountin%' Maria Cai$$es asserted e/.hi$d )ho .hi$dren and re$ati.ides a !arrier in that it prohi!its a!so$ute$y su.er the su!9e.ourt' Fe$isa a$so sou%ht to inter. in inheritin% from their %randma.CIVIL LAW REVIEW .t that the persons to !e .in% as his heirs.endants (of these i$$e%itimate .3' +t most.annot represent their father.hi$dren in the inheritan. )hi$e i$.$ear$y spea3 of su. nie.a <eyes . $ea.. assumin% other)ise.hi$dren.$usi. .hi$d.ua$a Cai$$es )ho prede.endants upon their death' (he des. imona and * minor i$$e%itimate . .$aimin% to !e the son of the $ate otero =eonardo.essiona$ ri%hts of illegitimate .e o)nership o.a$id and $e%a$ deed of sa$e )hi.uted in his fa.. and 990 .iano =eonardo.annot su.eed !y ri%ht of representation' 2ames 5ra. &as.or' (hese properties )ere a$$e%ed$y mort%a%ed to respondent <ura$ 5an3 of &arana0ue. sti$$ he .ursa. opposed Fe$isa 2ardinBs ta3in% part in the sett$ements of the intestate estates of &a!$o.hi$d' (heir father is a $e%itimate .ession a! intestatio !et)een the i$$e%itimate .annot inherit from the $e%itimate re$ati.ase !ut +rt' 9928 therefore the !astards .hi$d )ho has no ri%ht to inherit ab intestato from the $e%itimate . !y for.$e 992 of the >e) Ci.ua$' +nse$ma 1ia# and Fe$i/!erta &a.ai$a!$e to i$$e%itimate des. $i3e the de.e)e$$.annot.is.estra Cai$$es died in 1979 )ithout any issue' Cresen.hi$d of their %randma (from )hom they see3 to inherit).hi$dren .hi$d and the $e%itimate . the CmothersD of &as. -n.irtue of a .ua$Bs i$$e%itimate .iano fai$ed to esta!$ish his fi$iation and.hi$dren8 7 of )hom )ith +nse$ma 1ia#.s' -+C Cresen. and imona' M< of 1986 1ia# .e of imona.eased Fran.i$ Code pro.$aimed that said properties are no) his !y . the son of her dau%hter.eased Fran.a <eyes' 32 DIAA s! IAC (1986) -$$e%itimate ..$aim a share of the estate $eft !y the de. )hi.t properties and a$$e%ed that Cresen.is +rt 989 does not app$y to this .hi$dren.. petitioner )ou$d !e an i$$e%itimate . .is.hi$dren) )ho may inherit !y . otero =eonardo. a $e%itimate .hi$dren and re$ati. one shou$d not o.is.irtue of the ri%ht of representation may !e $e%itimate or i$$e%itimate' -n )hate. 989.X. representin% their 3ids. er%o +rti.omp$aint for o)nership of properties. &as.$e 990 .er manner. fi$ed a .e of +rt' 992' DIAA s! IAC (1990) (he ri%ht of representation is not a.es of the father or mother of said $e%itimate .. sum of money and a.er$oo3 the fa.h ri%hts are transmitted to their des. and 2 )ith Fe$i/!erta &a.es of their putati.' &a!$o died in 1960' @is son.h Maria Cai$$es had su!se0uent$y e/e.iano is an i$$e%itimate . his mother.BALANE Batch 2013 – SUCCESSION Reviewer (1983) %randson.e father !y representation' +rti.ursa' (hen. died in 1963. imona died in 196*' Fe$isa 2ardin.eased her' otero =eonardo died in 1977.$es 902. intitiated (fi$ed the petition) the sett$ement of the $atterBs intestate estate in the tria$ .onsiderin% that he )as !orn outside )ed$o.ua$.ene in the sett$ement of the intestate estates of &a!$o and &as.endants of legitimate . !y ri%ht of representation.e of a $e%itimate %randparent' +rti.es of his father.

h .i.ontention that is +rti.$usion is erroneous' -t )ou$d a$$o) intestate su. edu. one of them (-sa!e$a .e the ru$e is predi.ides that Ethe %rand.hi$d has no ri%ht to inherit a! intestato from the $e%itimate .e inherit in the same manner from the i$$e%itimate .h reads: +rt' 992' +n i$$e%itimate .ation.tion )ith +rti.ip$e of a!so$ute separation !et)een the $e%itimate fami$y and the i$$e%itimate fami$y'E T&e doctrine re*ects succession ab intestato in t&e collateral line "et'een le8iti4ate relati es5 on t&e one &and5 and ille8iti4ate relati es .h )ou$d set at nau%ht the pro.hi$dren and re$ati.ession !y an i$$e%itimate .$e 982. ho)e.hi$dren from the %randparents' 5ut )hen the %randmother died.h su.edent and her hus!and as their o)n son.t and a $a.edentBs hus!and.$e 982 is inapp$i.t $ine' in.ts indu!ita!$y demonstrate the .una in the $a) .isions are .er one.ha$f of the estate.eption' &etitioners ar%ue that they are the $e%a$ heirs o.ation and had the tit$e to the properties transferred in her name' (he petitioners ($e%itimate ha$f. she or he sha$$ inherit one.$e 992' +rti. su!mit that +rti.es.iates )hat is so .hi$dren of +ntonio Manue$' +ntonio had an i$$e%itimate . )ho a.h a .hi$dren and re$ati.$e 992 the e/.on.ession as the Eprin.u$ous$y ar%ues that +rti.. on testamentary dispositions' Counse$ for petitioner meti.e )here fa.endant of a $e%itimate .endants sha$$ inherit !y ri%ht of representation'E u..it of e$f. on other hand.omp$aint !efore the <(C for the de.$e 982 is the %enera$ ru$e and +rti.hi$d of the de.a!$e to instant . in turn. )hi.on9un.o' (heir marria%e )as $ater annu$$ed' Emi$io .hi$d sha$$ !e su. enun.er. 2' (he petitioners are $e%itimate .e 2'5'=' <eyes: 33 1ANUE> ! FE))E) (1995) Y Fitu%.UANBCOSUNTAF (2010) Emi$io -. Modesta e/e. reared from infan.hi$d is entit$ed to represent !y .ated and trained in their !usinesses.. an i$$e%itimate %rand.y.o 3ept her .eeded !y his or her sur.uments' SUNTAF III ! CO.ha$f of 2uan?s intestate estate ()hi$e the other ha$f )ou$d pertain to 2uan?s sur.$e 992 of the Ci. postu$ate.prede. the ori%ina$ oppositor to respondentBs petition for $etters of administration' Ae are not unmindfu$ of the . that the i$$e%itimate des.hi$dren )ith -sa!e$a Co9uan%.i$ Code.$e 992 of the Ci. an i$$e%itimate .$e 997 shou$d !e read in . the su. had three $e%itimate .are of Modesta Manue$.in% spouse) under the pro.ession ab intestato !et)een the i$$e%itimate .riti0ues of .hi$d' +rti.in% spouse. Emi$io --.hi$dren !y t)o different )omen..eased his parents' -sa!e$a Co9uan%.hi$d and the $e%itimate .hi$d. 2uan. a !asi. pro.hi$d to the $e%itimate parent of his father or mother. nephe)s and nie.ery .i.uted an +ffida.CIVIL LAW REVIEW .i$ists of a .+d9udi.es of a de.5a$ta#ar as if she )ere their o)n dau%hter' Ahen 2uan (intestate) and his )ife died..h pro.hi$dren and other des. )hi. )as a.e )ith !rothers and sisters.entua$$y $e%a$$y adopted !y de. a$thou%h it does not tota$$y disa. )hose materna$ %randfather is Emi$io +%uina$do.tua$$y treated !y the de.ated on the presumed )i$$ of the de.i.ession in the dire. )ho sha$$ !e entit$ed to the entire estate' -f the )ido) or )ido)er shou$d sur.then !e%ot t)o i$$e%itimate .ase !e.i.hi$dren !ut too3 . !e%innin% )ith the eminent 2usti.i$ Code. and e.$e 992 prohi!its a!so$ute$y a su.$e 992 of the Ci.ommon$y referred to in the ru$es on su.onf$i.ause +rti.i$ Code.isions of +rti.edent. does not app$y in this instan.$aration of nu$$ity of ModestaBs do.es of the father or mother' -t may not !e amiss to state that +rti.on.0uired three par.es of his father or mother8 nor sha$$ su.isions of +rti.ontrary Z Emi$io ---.idin% thus$y: +rt' 997' -n defau$t of the father or mother. as done !y petitioners.o) su.hi$dren or re$ati.si!$in%s of 2uan) fi$ed a . it has no app$i. and the $atter the other ha$f' <espondents.edent.$ear on this matter' -t may !e ar%ued.essiona$ !ar !et)een the $e%itimate and i$$e%itimate re$ati.e$s of $and' 2uan and his )ife didnBt ha.and >enita' Emi$io .ernin% the !one of ..ision of the $ast para%raph of +rti.e .$e 997 of the Ci. (he three named pro.$e 992.BALANE Batch 2013 – SUCCESSION Reviewer represented are themse$.irtue of the pro.es illegitimate.i$ Code. a situation )hi.edent.

endants.a$$ed to su..e done so had he manifested his $ast )i$$G =ast$y.$oser in de%ree to those of remoter de%rees.ounse$ for petitioner.eased )ou$d ha.ends. in defau$t of anyone .ta Miranda and one son. untay).i$ Code from )hi. and fina$$y the .o. painsta3in%$y pointed out !y . --.ases the ri%ht of representation.a$$s the des. )ho had a$so $e%a$$y adopted Emi$io --. C$aro fi$ed a petition +rti.ession or !ound to the de.i$ Code )e sha$$ ha.tion.o.onsiderin% that the 0uestion on )ho )i$$ administer the properties of the $on% de.$es (990. app$ied for the administration of the properties $eft !ehind (!y the %randmother a3a +%uina$doBs dau%hter)' -t )as opposed !y the sur. on the assumption that the de.easedG =o..hi$dren' Manresa e/p$ains the !asis for the ru$es on intestate su.ontained t)o .from an i$$e%itimate %rand.. then the as. did not distin%uish !et)een her $e%itimate and i$$e%itimate %rand.t the !asis of intestate su. in the future re.ia$ restraint impe$s us to refrain from ma3in% a fina$ de..i.ide either that the i$$e%itimate issue en9oys in a$$ . the i$$e%itimates of an i$$e%itimate . in su!se0uent arti.$e 973 of that Code pres. first des.y.ase a. o.tua$ ante.h .erthro) the $e%a$ presumption in +rti.hi$d .hi$d to pass to his o)n des.i$ Code of the &hi$ippines apparent$y adhered to this prin. C$aro' Four years after &edroBs death.umstan. Federi. spreads side)ays' (hus. and.is. )hether $e%itimate or i$$e%itimate' o that )hi$e +rt' 992 pre.e and de. for the de.eased reared herse$f' ( C ordered 2oint +dministration) 34 -n the panish Ci.ession.hoi.ase.i.i$ Code that there e/ist animosity and anta%onism !et)een $e%itimate and i$$e%itimate des.o.$e 973 of the panish Code in its o)n +rt' 992.h +rt' 99* )as ta3en.e shares of the parties in the estates of Cristina and Federi.edent !y ties of !$ood or affe. Federi.e !ein% indefensi!$e and un)arranted.es of his father and mother' (he Ci. .ase +rt' 992 must !e suppressed8 or .e it reprodu. then as.onsisten. a$)ays preferrin% those .edents of this .ession: (he $a) Rof intesta.ord )ith an en$i%htened attitude ..eased .is i$$e%itimate .e to ma3e a .X. and thus .ession of the %randparent.ents the i$$e%itimate issue of a $e%itimate .e )ith his presumed )i$$ that his property !e %i.yS is foundedG on the presumed )i$$ of the de. the fa.ationa$ institutions.t.oup$e has yet to !e sett$ed' Article --6 ESTATE OF 7ED)O SANTI>>ON ! 7E)FECTA &edro anti$$on died )ithout testament' @e )as sur.endants. the $a) first .ontri!ute to the )e$fare of humanity' -ndeed. /801a2 +rti.ordan. it is said.$e 992 of the Ci.e.and >enita' @e a$so nominated Emi$io --.an not inherit a! intestato from the $e%itimate .o$$atera$s.. &erfe.i$ Code of 1889 the ri%ht of representation )as admitted on$y )ithin the $e%itimate fami$y8 so mu.ision of the Ci.ri!ed that an i$$e%itimate .CIVIL LAW REVIEW .endants of a de.in% spouse..urate$y ref$e. in )hi.edent. in fa.en to .ed +rti.. )ho.u$iar .ip$e sin.o.BALANE Batch 2013 – SUCCESSION Reviewer Co9uan%. ..$es 995 and 998' (he first so$ution )ou$d !e more in a. $e%a$$y raised the status of Emi$io --.ed !y his )ife.as the administrator of the de.hi$d to that of a $e%itimate .hi$d from representin% him in the intestate su.ends.h so that +rti.e first des.hi$d' (he pe. 995 and 998) our Code a$$o)s the hereditary portion of the i$$e%itimate .harita!$e or edu. Cristina.ontrari)ise maintain said arti. !ut )ith fine in.hi$dren and re$ati.endants. fina$$y.ends.eased' >onethe$ess. i'e'. it must !e pointed out that 9udi.$e 837 of the panish Ci.hi$dren' >either did her hus!and.easedBs estate on his !eha$f' Aho shou$d administer the propertyL (he estran%ed $e%itimate %randdau%hter or the i$$e%itimate %randson )hom the de.$aration of heirship and distri!utin% the presumpti.$e 99* sti$$ app$ies' Art.$e and modify +rti.an no) do so' (his differen.hi$d . it is in a.es of this . !f a widow or widower and legitimate children or descendants are left" the surviving spouse has in the succession the same share as that of each of the children.ir. $o.

hi$d (e/.$aimed that !esides her . Article .e and hearin%.ided as fo$$o)s: [ for her and \ for him' On the other hand. +rt' 99* omitted to pro.o and Marietta too3 p$a.ourt he$d that &erfe.onse. &erfe. the sur.e and the pro.ourt ru$ed in the affirmati. her !ein% the so$e sur.ies: the first.in% sister of (eodori.$ared . the remainin% T must !e di.ontested this sayin% that his marria%e )ith (eodori.i$ Code )hi.ond.h )as opposed !y his mother and spouses 5enito Miranda and <osario Corra$es' (he . she )as entit$ed under +rt' 99* of the >CC to another T of the remainin% ha$f' +fter due noti.ernin% t)o .BALANE Batch 2013 – SUCCESSION Reviewer 1I)ANDA +.ia$ de.onf$i. )here the )ido) or )ido)er sur. o)ner of the .o 11 years after the disappearan.essary re0uisites' +/000.e .$aration )as not yet deemed ne.o is .ed is a!$e to sho) that they ha.ri!ed !y $a)' + 9udi.ted it on$y 11 years after the disappearan.o.ision %o.in% heir of (eodori.i$ Code insistin% that after dedu.e she )as pre.o3in% +rt' 892 of the >e) Ci.ernin% their marria%e states that a su!se0uent marria%e may .i.t of partition and distri!ution of a$$ properties of &edro' C$aro then fi$ed a motion to de.atin% the $e%is$atorBs desire to promu$%ate 9ust one %enera$ ru$e app$i.ta).uti.a!$e to !oth situations' 35 Article .eption).ommissioners to draft a pro9e.00.ontin%en.e .es )ith on$y one .on9u%a$ properties' @en.i. for $etters of administration )hi.e of the first hus!and' para%raphs %o.on9u%a$ ha$f.e 2ames 5ounds has !een a!sent for 11 years !efore the marria%e !et)een (eodori. the marria%e must !e de.$ared as administrator of the estate of (eodori.e her son de.o died intestate $ea.tin% the share of the )ido) as . there!y indi.o$.en years pres.CIVIL LAW REVIEW .ond hus!and of +rmas sin.ourt appointed . this appea$' (eodori.e' (he marria%e !et)een (eodori.ontra.ious$y married to 2ames 5ounds in 197*' 2ames diappeared in 1976 and Marietta married (eodori.o and Marietta too3 p$a.o.a$id ha.-69.i.e years and it is )ith %ood faith that the spouse $eft remarries' in.ond situation.ide for the se.es )ith $e%itimate .ta is entit$ed to T share and the remainin% T share for C$aro after dedu.00: .tin% T from the .in% properties amountin% to a!out si/ hundred thousand pesos' +ntonia +rmas.o !e.omp$ied )ith the ne.en . fi$ed a petition to ha.ause his marria%e to Marietta )as !i%amous in nature' Marietta . the . ANTONIA A)1AS ! 1A)IETTA CA>ISTE)IO (he . (eodori.on9u%a$ properties (.ta .e' -n 1992.tin% .ontra.on9u%a$ share of &erfe.in% .e.ted so $on% as the spouse has !een a!sent for se. )here the )ido) or )ido)er sur.a$id$y !e .h )as in for.a$id' -t )as )ay !eyond the se.o.e in 1958' 1urin% said year it )as the Ci.e.oCa$isterio )as married to Marietta' @e is the se.hi$dren (%enera$ ru$e). and the se.essary at that time so $on% as the party in.i.$aims of the parties in.$are share of heirs and to reso$.

in% a )i$$ )hi. )hen it is proper' (he said testamentary pro.ase of intesta.eased is !y )ho$e or ha$f !$ood. as.es of the ha$f !$ood are entit$ed to inherit in MauraBs estate in their o)n ri%ht' -n the a!sen.e$s of $and' CF.ession is pro.$uded !y !rothers or sisters or . so MauraBs so$e nie. name$y the dau%hter of her sister of fu$$ !$ood and the 10 .endant.CIVIL LAW REVIEW . an aunt (ha$f. and her hus!and and a$$ her as.ession are the .eased !rother of Maura e/. !ut )as sur.isions shou$d !e sensi!$y or reasona!$y .o.eed to the entire estate of the de.es of the de.es and nephe)s of the ha$f.endants... .e of )ho$e !$ood does not e/.onstrued' (o .$es.ordan. a de.ise and as the administratri/ and the $e%a$ heirs !e$ie.toria had no ri%ht to administer the Article .edent?s un.isions.ordan.ousins.es. sisters.o$$atera$s (aunts and un.i$ Code' Father <i%or. the parish priest of &u$i$an.eed ab intestato so $on% as nephe)s and nie.ession' 4nder our $a)s of su.ousins.u$t to app$y and .ed that the parish priest of Fi.o$$atera$ re$ati.i.eased' -t appearin% that Maura died intestate )ithout an issue.$e 1009. she is su.onstrue them as referrin% to the testator?s nearest ma$e re$ati.onsistin% of 5 par.eed' 4nder arti. first .ision of +rt' 965 of >CC' +rt' 965 ma3es no 0ua$ifi.in% spouse.oida!$e . nephe)s and nie. )hi.!$ood' 1efendants are the )ido)er of MauraBs on$y fu$$.$usion is that the !e0uest in 0uestion )as ineffe.omp$aint for the re. or a sur.endant.e in their ri%ht of su.00BACAFO ! BO))O1EO (19*5) Me$odia Ferraris (Me$odia) $eft properties in Ce!u City.') from the su.eed in intestate su.hi$dren of the on$y prede.i.ated to her' Me$odia $eft no sur.. de.edent to su.ation as to )hether the nephe)s or nie.ept in .ession opens.$es.!$ooded sister Fe$ipa and the )ido)er of Fe$ipaBs on$y dau%hter' &$aintiffs fi$ed a .eased her)' (C ru$ed that the .in% at the moment the su.e of fu$$ !$ood to a share dou!$e that of the nephe)s and nie.') !ein% .ed on$y !y .ondition to the other .es and nephe) (.hi$dren of her !rother and 2 sisters of ha$f !$ood in a.$e 100* of the >e) Ci. sister of Me$odiaBs de. et. >CC in re$ation to +rti.0/9 7A)ISH 7)IEST OF =ICTO)IA ! )IBO) +.$es and aunts may not su.reate un.e of defendants.i$ Code pro.t.eeded !y the sur.. name$y. )hi.e )ith arti. in effe.i$ Code.i.hi$dren.of (ar$a..o$$atera$ re$ati. e/.$e 1003 of the >e) Ci.ame a priest.e of !rothers.o$$atera$ re$ati. et.edent in a. $ea.$ude the aunt sin.e at anytime after his death )ou$d render the pro.apa.e )ith the pro.eased Maura then de. -n order to !e . the una..onsistin% of 1O3 share in the estate of her de. the heir.in% dire.isions diffi.hi$dren of Me$odia?s on$y !rother of fu$$ !$ood )ho pre. or spouse..tua$ or inoperati.es of ha$f !$ood' (he on$y differen.o$$atera$s (un.i.ery of their $a)fu$ shares in the properties $eft !y Maura .eased aunt. (Maura) died intestate )ithout an issue' &$aintiffs are MauraBs nie.o$$atera$s other than brothers or sisters or children of brothers or sisters' 36 Article .y.es are e/.. as.h )as pro!ated !y the CF.es of ha$f !$ood' -n .ession' (he $ast of the re$ati.hi$dren of !rothers or sisters of the de.a$$ed to the su. 5u$a.BALANE Batch 2013 – SUCCESSION Reviewer BICO1ONB ! A>1ANAA (1966) Maura 5a%si.e$s of $and in dispute' (he nephe)s and nie.itated to inherit.$e 1009 of the >e) Ci.isee or $e%atee must !e $i.ase of representation. the administration of the ri. i$$e%itimate .ided in +rt' 1008.. died in 1935.found that Fe$ipa prede.es' -nasmu. nephe)s and nie.o$$atera$ re$ati.eased father) and nie. the a!sen.on. .es.ession.$ude a$$ other .e as to )hether their re$ationship to the de. +rti.h )as ad9udi.e other .ertainty as to the disposition of his estate' -nasmu.i..an.isees in the )i$$ )ere the testator?s nearest re$ati.ides that .t des. de.edent sur. entit$e the so$e nie.$ude the ten nephe)s and nie.-7-.edent is a pre.$ared the p$aintiffs to !e entit$ed to 10O27 share on the 5 par.es of the de.e' (herefore.es sha$$ su.e and are )i$$in% and 0ua$ified to su.h as the testator )as not sur.es are on the materna$ or paterna$ $ine and )ithout preferen.e $ands !y the parish priest of Fi.toria.h pro. .' >amed as de.ed !y any nephe) )ho !e.i.es of the de..$aimed the de.in% .endants had died ahead of her.es of the de cu3us e/.h as no nephe) of the testator ...

o$$ation' (he fa. 4 +.ed.ion )as a .er of @ereditary <i%htsE .ompu$sory heir.ase is . )hi.h ri%ht' (he .ause it )as measured in a.ou$d !e no .-:7 (here is nothin% in the a!o.ania.isions e/press$y prohi!itin% the . 5uhay de <oma and <osa$inda de <oma' he died intestate on +pri$ 30. .entory of the estate' (his )as opposed !y <osa$inda on the %round that .ered !y +rt 912(2) of the o$d CC.e' (his .onstrued as an e/press prohi!ition a%ainst .o$$ation of the donated properties' +s the said .a$id !e.0uire a ri%ht to su.on.onsideration' (he intention to e/empt from . her father.o.$esiasti.06/ De )o4a s CA .t thereof from the .edent?s estate merits $itt$e .a$ enou%h' .edent' Ahi$e it )ou$d seem that &hi$ippine $a)s )ou$d ma3e the )i$$ in. sti$$.BALANE Batch 2013 – SUCCESSION Reviewer ri. )hi.h as trustee' as en.e' For a )ai.in. three e$ements are essentia$: (1) the e/isten.04< BO))O1EOHE))E)A ! BO))O1EO Article .onsidered as !e$on%in% to third persons )ith respe.ation of that intention.-:4.t is as if the testator had made no disposition as to the said ri.ate respondent as %uardian of <osa$inda' 5uhay )as appointed administratri/ and in due time fi$ed an in. fi.o%ni#ed' -f there are no $e%itmes. ho)e.erted into an intestate pro.ed of his $e%itime as a resu$t of the repro!ate of the )i$$' Fito 5orromeo.ertain properties ear$ier donated !y Cande$aria to 5uhay.iti#en and resident of 4 !ut died in the Mani$a' + repro!ate of her )i$$ )as a$$o)ed' @ermo%enes.isa%ed in the )i$$.er of @ereditary <i%hts' -n the )ai.ause there seems to !e an omission of a .ordan.eedin%' Fortunato 5orromeo fi$ed a motion !efore the tria$ .orre.ai$in% 9urispruden.eption !ut the ru$e..eedin% remained pendin%'-n 1956 the parish priest fi$ed a petition for the de$i.ti.o$$ation re0uired under +rti.ed in +rti.h %o. the purported EAai.h is the nationa$ $a) of the de.ase sho) that the si%natories to the )ai.a!$e does not ne..ate%ori.annot !e .eased' (he pro!ate .e .ourt prayin% that he !e de.er.CIVIL LAW REVIEW .e thereof8 and (3) an intention to re$in0uish su.essari$y e/empt the su!9e.ument as the $ast )i$$ and testament $eft !y the said de.e properties in the pro.0<CAFETANO ! >EONIDAS +.eased' -n this . it shou$d !e distri!uted amon% the testator?s $e%a$ heirs' (he effe.t that a donation is irre.ri!ed the donation as Eirre.$ared as one of the heirs' @e asserted and in.in% intention to re$in0uish their ri%hts' 37 Article .ument did not ha.$uded in an e/istin% inheritan.e of Ce!u' 2ose 2un0uera fi$ed a petition for the pro!ate of a one pa%e do.h express prohi!ition )i$$ not suffi.' (he testate pro.a$id !e..in.erns +dora.er to e/ist.h a .o.a$$y as an e/.$ear indi. the same )ere not de$i.hara.e $ands.e of the nine heirs re$in0uished to Fortunato their shares in the disputed estate Cande$aria de <oma had t)o $e%a$$y adopted dau%hters.umstan.e )ith $a) of the 4 )herein no $e%itimes are re.ter of future property.es of this .ourt he$d th at the do.e under the .e $ands to the .retion as to the said ri.ase. )hi.t$y o!ser.e $ands' (he $a) )hi.e the .e of a ri%ht8 (2) the 3no)$ed%e of the e/isten.eption to the %enera$ ru$e announ.e pro.e the .ourt .er do. there .a$id' (he pre.er.h properties ha. !e.tion of $a) .h pro.e )hen the )i$$ Edoes not dispose of a$$ that !e$on%s to the testator'E (here !ein% no su!stitution or a.onsidered to !e effe.eedin% )as .ionBs )i$$ is the $a) of &ennsy$.a!$eE and shou$d not !e .in% e/tensi.ument presented as the )i$$ )as a for%ery' (he testate pro.ir. and administration pro. )e app$y not the e/.on.onsidered to !e .ause the heirs a.ause the properties donated )ere imputa!$e to the free portion of the de.ery of the ri.o.$ear and . 1961.ered to that e.ontended that he )as depri. no) +rt 9*0(2).e $ands.$e 10*1' +nythin% $ess than su.$e 10*2' +!sent su.. )ho !y fi.er of hereditary ri%hts is that Ethe properties in.hur.t to the heirs.e of =a%una !y the pri.ession from the moment of the death of the de.$ear $an%ua%e of +rti.annot !e . )as $i3e)ise inoperati.ase is . Article . the )i$$ )as .$e 10*2'4awphil (he su%%estion that there )as an implied prohi!ition !e.ides that $e%a$ su.ase of preterition' (he )i$$ in this ..ed heirs !ut $ea.e on )ai.o. +dora.ession ta3es pie. a )ido)er died )ithout for.o$$ation shou$d !e e/pressed p$ain$y and une0ui.ontinue the persona$ity of the former' >or do su. the phrase Esa pamama%itan n% pa%!i!i%ay na di na ma!a!a)in% mu$iE mere$y des.h is .orporated a Aai.eedin%s )ere instituted in the Court of First -nstan.

hi$d and heir of <amon 1i#on.5etts. to )it.ified ea.ifi.ompu$sory heirs and se.ordan.e the $e%itime of the . )here!y she spe.en . and )as sur. &a!$o +$sua. had not !een in.en other %rand.ompu$sory heirs (e/.a +$sua.onformity and in imp$ementation of the e/tra9udi.t on$y to the ri%ht of . a pre.ia9e.o3e his parti.ommand that my property !e di.ed !y se.ia$ partition of >o.utri/. su.ontra. 1on 2esus +$sua and his )ife.ou$d not re. si/ $e%itimate . and a $e%itimate %randdau%hter named =i$ia 1i#on. !oth of =i%ao.edent' i/ of these se.tua$$y !ound !y the pro.e ho$o%raphi.isions thereof and hen. the pro.appe$$ee).er the then present and e/istin% properties of the spouses 1on 2esus and 1o"a F$orentina' On 2an' 5.ia$ partition of 1979 is .u$ar heir amon% her se.i$ Code.ided that Eit is my )ish and .uted their mutua$ and re. 1955. (omas F' 1i#on.isi.ommandin% that upon her death a$$ her o!$i%ations as )e$$ as the e/penses of her $ast i$$ness and funera$ and the e/penses for pro!ate of her $ast )i$$ and for the administration of her property in a. their respe.ti.appe$$ants' On >o.ia$ %uardian C$oti$de amson.ti.ritura de &arti. after . )ins and the .ontra.e ho$o%raphi.ept Marina 1i#on.is. pro. &ampan%a. entered into a du$y notari#ed a%reement.ted. died in +n%e$es. +%ripina 2' Fa$de#.o$.ause it in. she e/press$y pro.ea!$e .i$s thereto )ere du$y admitted to pro!ate' 1e. the testatri/.ipro.ompu$sory heirs to their $e%itime' Article .e )ith $a).isions of )hi. 1979.CIVIL LAW REVIEW .t that the testatri/? testamentary disposition )as in the nature of a partition of her estate !y )i$$' (hus.ion E/tra9udi.in% .isions or dispositions' -t is an error !e. 5ernardita 1i#on.a$$ed e/tra9udi.t as a donation inter .e8 it may on$y !e %i.ompu$sory heirs'E (his ri%ht of a testator to partition his estate is su!9e.ontemp$ated and authori#ed in the first para%raph of +rti. as . in the third para%raph of her )i$$.h rea$ property in her estate and desi%nated the parti. Fernando +$sua thru this 9udi.odi.odi. +$!ay.-70 On 2anuary 28.ontrary pro. )i$$s' On Fe!' 19.hi$dren to )hom she !e0ueathed the same' (his )as a .06< Di#on-)i era s Di#on . 19598 it erred in ho$din% that 1on 2esus !ein% a party to the e/tra9udi. a )ido).em!er 17.utri/.em!er 25.oid and inoperati. )i$$s.060 Als$a-Betts s CA . )ho is the on$y $e%itimate .a$id partition of her estate.ipation therein !y the simp$e e/pedien.hi$dren.en .ia$ partition of 1979 )as .ause the so. and +mparo +$sua de 5uen.h partition sha$$ !e respe. 1956. 1o"a F$orentina <e$$a.hi$dren named Este$a 1i#on. Fran. a$so 3no)n as 1o"a (inay separate$y e/e..e of the issues at !ar is the fa.uted their respe.e ho$o%raphi.en .h )ere in .$uded' 38 Article . !e paid.' 25.idin% that E( )hou$d a person ma3e a partition of his estate !y an a. 19*1.appe$$ee) are the oppositors. o.i. 195*. +n%e$ina 1i#on and 2osefina 1i#on. 1979' On +u%'17.a$id or enfor. to%ether )ith a$$ their $i.t !e.ompu$sory heirs.i$s amendin% and supp$ementin% their respe.e )ith the dispositions immediate$y thereafter fo$$o)in%.ed future inheritan.-7C+ erred in denyin% pro!ate to the )i$$ of 1on 2esus dated >o.e as a partition8 neither is it a .e . Es.i.en effe. properties to the heirs made !y the parents' .e of ma3in% a ne) )i$$ )ith .ia$.ti..$e 1080 of the Ci.idedE in a. insofar as it does not pre9udi.a$ . Marina 1i#on (herein e/e.t inter vivos or !y )i$$..eased $e%itimate son of the said de. the spouses 1on 2esus and 1o"a (inay e/e.os of spe.BALANE Batch 2013 – SUCCESSION Reviewer and the fruits thereof.ordan. 1on 2esus and 1oa F$orentina.de. the e/e.

)hi.0uired !y pres.a =a!unos >o portion of the homestead. they are no) estopped from denyin% and repudiatin% the .os.0uired !y reason of the ora$ partition a%reed upon !y the de.+!aya.ts' -t is a %enera$ prin.e her .eased spouses <amon and <osario Cha.onsent thereto' u.--0.a$id'+s the defendants free$y parti. )hi.ion Cha.onsummated durin% the $ifetime of Manue$a 5uena.onstrued as a repudiation of his inheritan. ho)e. made him renoun. the mother.onstrued to mean that a person )ho ma3es an inter .on9u%a$.ute a )i$$' -f the )i$$ is .e the $e%itime of the for. the )ho$e estate of . Manue$.annot !e .$e 105* )as . Manue$ is not estopped to i%nore that partition' 39 CHA=EA ! IAC +.o$untary a.e !ut a . +n%e$ Cha. in effe.CIVIL LAW REVIEW .i. name$y: Carmen Cha. e/e. +mparo Cha.it .uted !y the said heirs on +u%ust 1*.eed .es.ides that Eif the testator shou$d ma3e a partition of his property !y an a.ted and . 1966 and eptem!er 8.es' &etitioners? o)nership o.os partition must first e/e. the partition is .iso shares.ument does not ha.es.es' 2a.i$ Code pro.ti.or of her dau%hter. <a0ue$ Cha.s' Mitsumine 37 &hi$' 858') Article .tores and a$.0uired !y pres.t perfe. may !e a.h the petitioners a$so re%ard as a donation.i.ista.er.en as share fi.ista.e in his father?s estate !e.e$y' (hey )ere sur.uted in En%$ish' -n that partition.h partition sha$$ stand insofar.$aims e/e.ed for herse$f the possession of the $and and the en9oyment of the fruits durin% her $ifetime' 1espite the transfers or assi%nments her .$e 105* of the o$d Ci.0uired a (orrens tit$e for that homestead in 1928' e%unda died intestate in 1970. 1966' Article .ription' E>o tit$e to re%istered $and in dero%ation to that of the re%istered o)ner sha$$ !e a. Herardo 2imene# (he spouses <amon and <osario died intestate in 1973 and 1977. Con.e and one.oid'Aith more reason )ou$d the partition !e .tares of the homestead' (he partition )as not re%istered' Manue$a 5uena.ides that )here there are t)o or more heirs.ts.<oa.ommon property of the heirs of the de.-:4.ontrary thereto' (2oa0uin . a re%istered $and.ador Cha.hi$dren.i.ha$f he. an. is . reser.er said $ot )as a. there )as a stipu$ation that the o)ner. and her hus!and. 1978.h it a.ip$e of $a) that no one may !e permitted to disa. su.onformity ten years ear$ier. as it does not pre9udi. respe.ontra.e his future inheritan. sur.i$ Code pro. si%ned a E5i$ihan% &atu$uyan n% =upaE of the entire property in fa. or a!out a month !efore Henaro?s death a Epartition of rea$ propertyE )as e/e. 2osefa Cha.ause the do. had assi%ned or distri!uted to her .BALANE Batch 2013 – SUCCESSION Reviewer DI1AFUBA ! CA +.es.hi$dren had e/e.ista )ho si%ned the same and %a.erse possession'E +rti.os.uted )ith her .oid.ed !y the fo$$o)in% heirs.tua$$y )as' Manue$ )as e. married to e%unda Hayapanao in 1915 a.ed heirs'E +rti. Manue$a 5uena. Manue$a 5uena.es of their o)n . her parapherna$ property' (he o)ner.e#. Henaro 1imayu%a.ontra.indi.e' (he 1951 affida.ts entered into )ith respe. (he 1eeds of a$e are not . and her hus!and.onfirmed !y the notari#ed 0uit.es.oid if there )as no )i$$' Henaro depri.3 upon his o)n a.ed Manue$ of his $e%itime in his estate or.e that tenor' For this reason.ista.t to feature inheritan.uted !y the property o)ner herse$f.onse0uen.ep.o) and %o !a.07: Ale*andrino s CA +rt' 1068 of the Ci.i.Maestrado.es.eased spouses? heirs sometime !efore 195*' (hat ora$ a%reement )as .ed !y her son. Henaro treated the homestead as his so$e property and not . in e0ua$ pro.i.h partition inter .ription or ad. or to pro. Henaro' On eptem!er 1*. or !y )i$$.uments.uted a 1eed of a$e )ith a$$ her .hi$dren' -n a$$ the do. e/e.070 1aestrado s CA /000 =ot >o' 5862 is no $on%er .into +$e9andrino and Enri.ipated in the partition.t inter .i.t.

ase. )as not a party to the a%reement' +s a ma9ority o)ner of the undi.ided amon% their .er the property of the de.07Her4oso ! CA Article .in% a share of 3*'50 s0uare meters' @o)e.ery .is.edent is in.h . =auren.ia.ises.er the $and' <osario !rou%ht an e9e.ure payment of a $oan' Fran.t them from the 1st f$oor of the !$d% on the $and for fai$ure to pay rent' 2o.or of the t)o .o)nership' .ery a.t )hi.ided thin% or ri%ht !e$on%s to different persons' Ea.ea$ is the intention of 2o.t to the payment of the de!ts of the de.ipants.o)ner to e/er. )hi$e another is that it is mere$y preparatory to a &artition' the de.meter $ot in Mam!a$in%.e )ith the pro..o)ner of property )hi.hi$d ha.hoate as $on% as the estate has not !een fu$$y sett$ed and partitioned.CIVIL LAW REVIEW .h is he$d pro indiviso e/er. 9oint o)nership o.ate of (it$e >o' 19*58' 4pon the demise of the +$e9andrino spouses.i. Fran.han%e. to%ether )ith his .o)ner e/er. Ce!u City identified as =ot >o' 2698 and .e share of ea. !e.e$ !ut )ho )as not a si%natory or party to the do.$osed on the mort%a%e !ut Article .is.ause the property had not yet !een partitioned in a. Mauri. Emma.hoate ri%ht' -n the instant .er the pro indiviso property.o.ered !y (ransfer Certifi. the respe.h in.o.ia )as )ithin her hereditary ri%hts in se$$in% her pro indiviso share in =ot >o' 2698' @o)e.ourt ru$ed had a$ready !een se%re%ated in fa. Ester. no parti.annot !e determined and e.o)nership' <edemption is not a mode of terminatin% a .o)ner )ho o)ns 2O3 of the entire par.o)ners' (he under$yin% rationa$e is that unti$ a di. 2r'.o.o.o Hosien%faio is the re%istered o)ner of a par.h the respondent .ede their interest in the $and to <osario' -t is immateria$ that they had !een initia$$y moti..o)nership e/isted amon% the heirs durin% the period %i. order .!rothers' (he a%reement amon% the heirs of Emi$io @ermoso as to shares fo$$o)in% one another in a spe. Hre%orio. the property shou$d ha.o)ner )ho redeems the )ho$e property )ith her o)n persona$ funds does not !e.ifi.annot !e !indin% on the .o.o)ner does not . =ina.ises his ri%hts o.h heirs.ero.en thou%h it shou$d purport to !e a sa$e.o. Conso$a.est in him so$e o)nership o.heirs is deemed to !e a partition e. as the property in 0uestion )as mort%a%ed !y the de.tment .thirds (2O3) of the property.i$ Code.hi$dren named Mar. he mort%a%ed the $and to <ura$ 5an3 of (u%ue%arao to se.e demanded and insisted on %ettin% the parti. Car$os.u$ar portion of the property .ated !y the desire to a.er.hi$dren +mparo.parti.itaBs hus!and and son to e.ia and +!undio a 219.h is intended to put an end to indi.ised ri%hts of o)nership o.ti.o.$osed property' <edemption of the )ho$e property !y a . >orma.o.ome the so$e o)ner of said property and terminates the e/istin% state of .o)nership.tion for partition' Fran. she shou$d ha.e !een di.ordan.edure out$ined in the <u$es of Court' @eirs e/e.ided property.o.BALANE Batch 2013 – SUCCESSION Reviewer $eft their si/ . the interpretation of )hi.edent. the o)nership of an undi. + .e$ of $and in (u%ue%arao' -n his $ifetime.tion' 40 1998 Article .h is in 0uestion' One interpretation is that it is a &artition.uted an +%reement.ita and Hre%orio 2r' fi$ed an a.into' (he !an3 fore. and 2a. an e/.o. su!9e.0uire a $oan' 4nder +rt' 1082 of the Ci.ou$d !e identified as yet and de$ineated as the o!9e.hi$dren )ith ea.is.ided in the future amon% the heirs' (he o)ner of t)o.h . a .e$ino.h .o. before partition.ise ri%hts of o)nership o.en !y $a) to redeem the fore.ion @ermoso.o.ommon !y su. it )i$$ not end to the e/istin% state of .o died intestate )ithout payin% the de!t' @is intestate heirs )ere: his )ife +ntonia and . the estate of the +$e9andrino spouses )as not sett$ed in a.s0uare.o. Hra. e. Ciria.ords re. o)ned in .0:/ Anco8 ! CA <osario e/er.0:: 1ariano ! CA Redemption of the whole property by a co5owner within the redemption period does not terminate the co5ownership and does not vest in him sole ownership. the $a) a$$o)s a .ument' Ahat the re.u$ar portions )hi.e.edent is.o.eased' 4nder a .ase a%ainst 2o.ordan.t of the sa$e' (he +%reement )as mere$y a s.o)nership' +dmitted$y.er su.ision is made.heme as to ho) the $and )ou$d !e su!di. =auren.endors.er.o. or any other transa. in addition to his use and en9oyment of the same' +$thou%h the ri%ht of an heir o.ision amon% .o.o.e )ith the <u$es of Court.o.er the )ho$e property and may use and en9oy the same )ith no other $imitation than that he sha$$ not in9ure the interests of his .ita to .er said property !ut )i$$ inure to the !enefit of a$$ .o)ners' -n other )ords. e.

o.o)ned an 8.o%ni#e and respe.en !e%un to run' 41 Fernande# ! Tar$n The right of redemption may be exercised by a co5owner" only when part of the community property is sold to a stranger. Fira.e to the heirs )ho had no 3no)$ed%e or did not ta3e part in it !e.onstru.o)ner' -n this . !ut a$so to a$$ those )ho su!se0uent$y a. =ar8as (he pu!$i. &etitioners are not entit$ed to e/er. and the other heirs e/.ious$y so$d !y +ntonio and 1emetria Fernande# in fa..ome .omp$aint for re.i$e%e .o.ation of the sa$e !y the .209.o)ner the e/er. 6hen the portion is sold to a co5owner" the right does not arise because a new participant is not added to the co5ownership.endors. 1emetria and +n%e$ Fernande# .enient asso.ai$a!$e on$y )hen part of the .t of e/e.e shares )hi$e the .ontested property to pouses (arun had $on% !een .ti.o. Car$os and e.o.o)nership' (he $a) %rants a .s0uare meter fishpond to the e/tent of 1O5 thereof' +ntonio and 1emetria Fernande# so$d their shares to pouses (arun' (he .er.reated !y $a) part$y for reasons of pu!$i.o. on$y )hen the shares of the other o)ners are so$d to a third person' =e%a$ redemption is in the nature of a pri. for in the a!sen.BALANE Batch 2013 – SUCCESSION Reviewer !efore the redemption period e/pired.y and part$y for the !enefit and .e$ of residentia$ $and )ith an area of 99 s0uare meters $o. 1emetria and +n%e$' -t )as stipu$ated in the deed that the parties re. respondents )rote petitioners of their desire for partition !ut this )as re9e.er intended .o. o)ners on the remainin% portion of R=Sot >o' 2991 ma3in% +n%e$ 5' Fernande# and RrespondentsS as .e after the fa.o.ution' (he re0uirement of pu!$i. >orma.$e 1*20 app$ies on$y )hen a portion is so$d to a non.$uded in the partition' 5y . it is 0uite . this suit for partition and dama%es' + par.o)ner' (he ri%ht of redemption may !e a. +n%e$ Fernande#' 5y the time petitioners entered into the .e Hosen%fiao. to afford him a )ay out of )hat mi%ht !e a disa%reea!$e or RanS in.tion of .0uire their respe.o. respondents )ere no $on%er Cthird persons.ero e/e.ted !y petitioners' @en.ommunity su!sists' @o)e.uted a 1eed of E/tra9udi.o)ners' (he sa$e of the . it must !e stressed that this ri%ht of redemption is a.essor.o.e noti.onstitute .o)ners. =ina. po$i. the 30.e$s of re%istered $and )ith e/.irtue of the 1eed of E/tra9udi.o)ners of the )ho$e property' + third person.iation into )hi.o.ation is %eared for the prote.onsummated !efore petitioners su.ated in an 2uan. the ri%ht to redeem referred to in +rti.e of a )ritten notifi. =ina.o.t the sa$e pre.e of the redemptioner.ation of the sett$ement does not .D !ut had a$ready !e.o)nership.or of pouses (arun so the portion )as e/.o. Emma.on.eeded their prede. +ntonia.ia$ &artition.ai$ed of !y a ..day period has not e. )ithin the meanin% of +rti..$ear that respondents are petitionersB .ase.o)ners of =ot >o' 2991' +fter the death of +n%e$ Fernande#.enien.o.ause the same )as noti.CIVIL LAW REVIEW .on.reditors and )as ne.han%ed his share on the other fishpond to the shares of his .h he has !een thrust' -t is intended to minimi#e .ti. +n%e$ e/. antia%o.ia$ &artition of t)o par.uted a deed of assi%nment of the ri%ht of redemption in fa.t fishpond and another fishpond e/e.or of +mparo' +mparo $ater on so$d the $and to pouses Mariano' Hra.$e 1*20.o)ned property is so$d to a third person' Other)ise put. antia%o.han%e of shares' +mon% the parties to the deed are +ntonio. Catanduanes )as $eft !ehind !y <espondents ha.ery and $e%a$ redemption )ith dama%es a%ainst spouses Mariano' (he !rothers +ntonio.ise of the said ri%ht of redemption )hen the shares of the other o)ners are so$d to a Jthird person'DB C$a +/006.o)ners of the su!9e.uded in the deed of assi%nment fi$ed a .e.o)ner.o.o.e not $ost their ri%ht to redeem.ise their ri%ht of $e%a$ redemption' (he ri%ht to redeem is %ranted not on$y to the ori%ina$ . is anyone )ho is not a .

BALANE Batch 2013 – SUCCESSION Reviewer the $ate &au$ina Far%as' On Fe!ruary 7.ipation in the de. ho)e.on.h one of them %ettin% a share of 11 s0uare meters' F$orentino.e on$y short$y !efore the fi$in% of the present .a$id insofar as they are .i. BrinoCan the property of the sur. +ntonina and H$oria.erned' 42 Article . +ntonina Far%as and F$orentino Far%as. and the heirs are a$$ of a%e or the minors are represented !y their 9udi.uti.atin% unto themse$.ertain$y it .onsent is in.in% dis..o. +ndres Far%as. the re. <osario F' Forte#a.ia$ sett$ement of the Estate app$ies on$y to the estate $eft !y the de. Fisita. and the partition made )ithout their 3no)$ed%e and .er. name$y Ester Far%as. partitionin% and ad9udi. ha.es' -f the property does not !e$on% to the estate of the de.ion.e )ee3s to depri.t matter of an e/tra9udi.onne.eased )ifeL 4nder e.CIVIL LAW REVIEW . H$oria Far%as.edent )ho died )ithout a )i$$.es the $ot in 0uestion.er si%ned either of the sett$ement do.ia$ ett$ement +mon% @eirs )as e/e.ument' On$y Ester.edent?s estate' -n this .ia$ sett$ements do not !ind respondents.in% hus!and !e the su!9e.ords of the present .e heirs of their $a)fu$ parti.uments.ase .edent . <u$e 67 of the <u$es of Court an e/tra9udi. did not si%n the do.reditors.ia$ or $e%a$ representati. 1997. Ienaida and <osario si%ned it' (he E/tra 2udi. Fisita. a notari#ed E/tra 2udi.tion 1.tion. these e/tra9udi. 2uan.ia$ partition' .omp$aint' Fo$$o)in% <u$e 67.annot !e the su!9e.onfirm that respondents ne.ia$ partition of the estate of the de. +ndres.uted !y and amon% &au$ina Far%as? heirs. Ienaida F' Matien#o.04 Ba$tista AC$ino +.ered their e/isten.-::.t of an e/tra9udi. 2uan Far%as.onse.ion Far%as.ia$ ett$ement +mon% @eirs )as pu!$ished in the Catanduanes (ri!une for three . ea. and )ith no .