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LAW ON PHILIPPINE SUCCESSION

Art. 774 – Succession is a mode of acquisition by virtue of Other kinds of succession


which the property, rights and obligations, to the extent of a) Compulsory – succession to the legitime
the value of the inheritance, of a person are transmitted b) Contractual – e.g marriage settlements
through his death to another or others either by his will or by
operation of law Art. 779 – Testamentary Succession is that which results
from the designation of an heir, made in a will executed in
Art. 775 – Decedent is the general term applied to the person the form prescribed by law.
whose property is transmitted through succession, whether
or not he left a will. If he left a will, he is called a testator. RULES ON T.C
a) May be done through a will or codicil
Art. 776 – Inheritance includes all the property, rights, and b) Will or codicil may either be a notarial or holographic
obligations of a person which are not extinguished by death. c) In case of doubt, testamentary succession is
preferred over an inestate succession
SUCCESSION INHERITANCE
 Manner by virtue of  Property or right Art. 780 – Mixed succession is that effected partly by will and
which the property acquired partly by operation of law.
or right is acquired
Art. 781 – The inheritance of a person includes:
Art. 777 – The rights to the succession are transmitted from 1. Property, transmissible rights, and obligations
the moment of the death of the decedent. 2. Those which have been accrued thereto since the
REQUISITES: opening of succession
a) There has been death, actual or presume
b) The rights or properties are transmissible or Art. 782 – An heir is a person called to the succession either
descendible by the provision of a will or by operation of law.
c) The transferee is still alive, willing, and is capacitated Devisees – are those to whom gifts of real property
to inherit are given
Legatees – are those to whom gifts of personal
RULES ON PRESUMPTION OF DEATH property are given

ORDINARY PRESUMPTION Art. 783 – A will is an act whereby a person is permitted, with
ART. 390 – After an absence of 7 years, it being unknown the formalities prescribed by law, to control to a certain
whether or not the absentee still lives, he shall be presumed degree the disposition of his estate, to take effect after his
dead for all purposes, except for those of succession. death.
The absentee shall not be presumed dead for the
purpose of opening his succession till after an absence of 10 Characteristics of a will
years. If he disappeared after the age of 75 years, an absence 1. Statutory right
of 5 years shall be sufficient in order that his succession may 2. Unilateral act
be opened. 3. Solemn and formal act
4. Animus testandi – intention to make a will
EXTRAORDINARY PRESUMPTION 5. Testator must be capacitated to make a will
ART. 391 – The following shall be presumed dead for all 6. Personal act
purposes, including the division of the estate among heirs: 7. Effective mortis causa
1. A person on board a vessel lost during a sea voyage, 8. Revocable or ambulatory
or an airplane which is missing, who has not been 9. Free from vitiated consent
heard of for 4 years since the loss of the vessel or 10. Individual
airplane; 11. Disposes the testator’s estate
2. A person in the armed forces who has taken part in
war, and has been missing for 4 years; WILL TESTAMENT
3. A person who has been in danger of death under  Disposes real  Disposes personal
other circumstances and his existence has not been property property
known for 4 years.
Art. 784 – The making of a will is a strictly personal act; it
Art. 778 – Succession may be: cannot be left in whole or in part to the discretion of a third
1. Testamentary person, or accomplished through the instrumentality of an
2. Inestate or Legal agent or attorney.
3. Mixed
Art. 785 – The duration or efficacy of the designation of heirs, Art. 793 – Property acquired after the making of a will shall
devisees, or legatees, or the determination of the portions only pass thereby, as if the testator had possessed it at the
which they are to take, when preferred to by name, cannot time of making the will, should it expressly appear by the will
be left to the discretion of a 3rd person. that such was his intention.

Art. 786 – The testator may entrust to a 3rd person the Art. 794 – Every devise or legacy shall convey all the interest
distribution of specific property or sums of money that he which the testator could devise or bequeath in the property
may leave in general to specified classes or causes, and also disposed of, unless it clearly appears from the will that he
the designation of the persons, institutions, or establishments intended to convey a less interest.
to which such property or sums of money are to be given or
applied. Art. 795 – Kinds of Validity with respect to wills
1. Extrinsic – Forms and solemnities needed
Art. 787 – The testator may not make a testamentary 2. Intrinsic – legality of the provisions in an instrument,
disposition in such manner that another person has to contract or will
determine whether or not it is to be operative.
Art. 796 – All persons who are not expressly prohibited by
Art. 788 – If a testamentary disposition admits of different law may make a will.
interpretations, in case of doubt, that interpretation by which
the disposition is to be operative shall be preferred. Who can make wills
1. Capacity
Art. 789 – Kinds of Ambiguity in a Will 2. 18 years old or over
a) Latent or Intrinsic = does not appear on the face of a 3. Has a sound mind at the time the will is made
will, and is discovered only by extrinsic evidence
o Arises when there is an:  A convict under civil interdiction is allowed to make
1. Imperfect description of the heirs, a will because civil interdiction only prohibits disposition of
devisees or legatees properties inter vivos, not mortis causa.
2. Imperfect description of the gift  Prodigals, spendthrifts, even under guardianship can
being given make a will as long as they are capacitated
3. One recipient is designated but it
turns out that there are 2 or more Art. 797 – Persons of either sex under 18 years of age cannot
who fit the description make a will.
b) Patent or Extrinsic = appears on the face of the will
itself Art. 798 – In order to make a will it is essential that the
testator be of sound mind at the time of its execution.
Art. 790 – Rules for interpretation of words
1. Ordinary words have their ordinary meanings Art. 799 – Requisites for soundness of mind
EXCEPTION: If there is a clear intention that another 1. The testator knows he nature of the estate to be
meaning was used - provided that another meaning disposed of
can be determined 2. The testator knows the proper objects of his bounty
2. Technical meanings have technical meanings 3. The testator knows the character of the testamentary
EXCEPTION: act
a. If there is a contrary intention
b. If it appears that the will was drafted by How unsoundness of mind is manifested
the testator alone, who did not know the a. Religious delusion
technical meaning b. Blind extraordinary belief in spirits
c. Insanity on a single object
Art. 791 – Rules for interpretation of wills d. Insane delusions
1. Must be interpreted as a whole e. Drunkenness
2. While testacy is preferred over inestestacy, this is f. Idiocy
true only if the will has been validly made g. Comatose stage
h. State of delirium
Art. 792 – Effect of invalid dispositions
a. Even if one disposition is invalid, it does not Art. 800 – The law presumes that every person is of sound
necessarily follow that all others are invalid. mind, in the absence of the proof to the contrary.
b. The exception occurs when the various dispositions Burden of Proof = person who opposes the probate of a will
are indivisible in intent or nature
Instances when the testator is presumed insane PURPOSE OF ATTESTATION CLAUSE
1) If the testator, 1 month or less before making the 1. Preserve in permanent form a record of facts
will was publicly known to be insane 2. To render available proof that there has been
2) If the testator made the will after he had been compliance with the requirements of the law
judicially declared insane 3. Minimize the commission of fraud or undue
influence
Art. 801 – Supervening capacity does not invalidate an
effective will, nor is the will of an incapable validated by the ATTESTATION SUBSCRIPTION
supervening of capacity. Act of senses Act of the hand

Art. 802 – A married woman may make a will without the Art. 806 – Every will must be acknowledged before a notary
consent of her husband, and without the authority of the public by the testator and the witnesses. The notary public
court. shall not be required to retain a copy of the will, or file
another with the OCC.
Art. 803 – A married woman may dispose by will of all her
separate property as well as her share in the conjugal Art. 807 – Rules when testator is deaf or a deaf-mute
partnership or absolute community. 1. He must personally read the will if able to do so
2. If illiterate, 2 persons must communicate the
Art. 804 – Every will must be in writing and executed in a contents of the will to him
language known to the testator. 3. 2 persons communicating need not be the attesting
witnesses
KINDS OF WILL 4. The said rules has been complied with and must be
1) Notarial – requires an attestation clause and proved in the probate proceedings
acknowledgement before a notary public
2) Holographic – written entirely from the date to the Art. 808 – Rules when testator is blind
signature, in the handwriting of the testator. 1. The will shall be read twice by one of the
subscribing witnesses AND by the notary public
Art. 805 – Every will must be:
1. Subscribed at the end by the testator himself or by Art. 809 – In the absence of bad faith, forgery or fraud, or
the testator’s name written by some other person in undue influence and improper pressure and influence,
his presence and by his express direction defects and imperfections in the form of attestation or in the
2. Attested and subscribed by 3 or more credible language used therein shall not render the will invalid if it is
witnesses under the express direction of testator proved that the will was in fact executed and attested in
3. The testator or person requested by him to write his substantial compliance with all requirements of Art. 805.
name and the instrumental witnesses of the will
shall also sign every page on the left margin except Art. 810 – Holographic Will
the last 1. Written
4. All pages shall be numbered correlatively in letters 2. Dated and
placed on the upper part of each page 3. Signed by the hand of the testator
5. Attestation shall state 4. No form and
a. the number of pages used upon which the 5. May be made in or out of the Philippines and
will is written and 6. Need not be witnessed
b. the fact that the testator signed the will
and every page and  Not dated = null and void, date is a mandatory requisite
c. that the instrumental witnesses witnessed  Date must be in writing, if not = null and void
and signed the will and all the pages in the  OTHER FEATURES OF HW
presence of the testator and of one 1. No witnesses required
another. 2. No marginal structure
3. No acknowledgement
 If the will is not signed at the end = NOT VALID 4. In case of insertion, cancellation, erasure or
 Without testator’s surname = NOT VALID alteration= the testator must authenticate by
 Misspelled name = accepted as long as it was signed his full signature
 Thumbmark, Initials, rubber stamp, engraved dye = 5. May be made in or out the PHL
accepted 6. May be made even by a blind testator who
is at least 18 years of age and is of sound
mind
Art. 811 – Probate of Holographic Will Article 17 of the NCC
1. If uncontested Real property as well as personal property is subject to the
a. 1 witness who knows the handwriting and law of the country where it is situated.
signature of the testator However, inestate and testate succession, both with respect
to the order of succession and to the amount of successional
2. If contested
rights and to the intrinsic validity of the testamentary
a. 3 witnesses who knows the handwriting and
provisions, shall be regulated by the national law of the person
signature of the testator whose succession is under consideration, whatever may be the
3. No available witnesses for both instances entire nature of the property and regardless of the country
a. Expert testimony may be resorted wherein said property may be found

Art. 812 – In HW, dispositions of the testator, written below Article 17 of the NCC
his signature must be: “The forms and solemnities of contracts, wills and other
1. Dated and public instrument shall be governed by laws of the country in
2. Signed by him, in order to make them valid as which they are executed.
testamentary dispositions When the acts referred to are executed before the
diplomatic or consular officials of the Republic of the
Philippines in a foreign country, the solemnities established by
*The lack of either these 2 requisites will declare the
the Philippine law shall be observed in their execution.
dispositions void. Prohibitive laws concerning persons, their acts or property,
and those which have for their object public order, public policy
Art. 813 – Rules for curing defects and good customs shall not be rendered ineffective by laws or
1. If the last disposition is signed or dated only judgments promulgated, or by determination or conventions
a. Preceding dispositions which are signed but not agreed upon in a foreign country.”
dated are VALIDATED
b. Preceding dispositions which are not signed but Art. 817 – A will made in the Philippines by a citizen or
dated are VOID subject of another country, which is executed in
2. If the last disposition is not signed and dated accordance with the law of the country of which he is a
a. VOID unless written on the same date and citizen or subject and which might be proved and
occasion as the latter disposition allowed by the law of his own country, shall have the
same effect as if executed according to the laws of the
Art. 814 – In case of any insertion, cancellation, erasure or Philippines.
alteration in a holographic will, the testator may authenticate
the same by his full signature. Lex nationali – follows the law of his country
Lex loci celebrationis - follows the law of the place of
Art. 815 – When a Filipino is in a foreign country, he is execution
authorized to make a will in any of the forms established by
the law of the country in which he may be. Such will may be Art. 818 – Two or more persons cannot make a will
probated in the Philippines. jointly, or in the same instrument, either for their
 If a will has already been probated in a foreign reciprocal benefit or for benefit of a third person.
country, there is no need for it to be probated again
in the Philippines. What is required is that there is a Joint Wills – are those which contain in one instrument
proceeding here to prove that indeed a will has been the will of 2 or more persons jointly signed by them.
probated abroad.  REASONS WHY JW IS VOID
1. To allow secrecy; will = purely personal act
Art. 816 – The will of an alien who is abroad produces effect 2. To prevent undue influence by the more
in the Philippines if made with the formalities prescribed by aggressive testator
the law of the place in which he resides, or according to the 3. In case of death of the 2, probate would harder
formalities observed in his country, or in conformity with 4. It militates against the right of the testator to
those which this code prescribes. revoke a will at any time
5. In case of a husband and wife, they may be
An alien abroad may make a will in accordance with the tempted to kill one another.
formalities prescribed by law of:  WILLS THAT ARE NOT JOINT WILLS
1) The place of his residence or domicile 1. Those made on a single sheet of paper
2) His own country or nationality 2. Those made on the same page without dividing
3) Philippines line
4) The law of the place of execution
Reciprocal or Mutual Wills – those that provide that the
*DOMICILE = place of habitual residence survivor of the testator will succeed to all or some of the
properties of the decedent.
Art. 819 – Wills, prohibited by the preceding article, executed GR: Witnesses cannot inherit
by Filipinos in a foreign country shall not be valid in the EXC: There are 3 other witnesses to a will
Philippines, even though authorized by laws of the country
where they may have been executed. EFFECTS IF WITNESS IS A COMPULSARY HEIR
 The heir is entitled to his legitime, otherwise this
Effects of Joint Wills executed abroad would be an easy way to sort of disinherit him
 Prohibition only refers to Filipinos without justifiable causes
 If made by foreigners abroad and valid in accordance
of Art. 16, the same should be considered valid here Art. 824 – A mere charge on the estate of the testator for the
 If executed in the Philippines, JW is considered void payment of debts due at the time of the testator’s death does
because of public policy not prevent his creditors from being competent witnesses to
his will.
Art. 820 – Qualifications for Witnesses to Notarial Wills
1) Sound mind Charge – debt of the estate or of the testator
2) At least 18 years old
3) Able to read and write  A creditor who acts as a witness is disqualified to
4) Not be blind, deaf, or dumb inherit, he is qualified to receive his credit, which
5) Domiciled in the Philippines after all cannot be considered a gift.
6) Not have been convicted of falsification of public
document, perjury or false testimony Art. 825 – Codicil is a supplement or addition to a will, made
after the execution of a will and annexed to be taken as a part
Art. 821 – Disqualifications for Witnesses to Notarial Wills thereof, by which any disposition made in the original will is
1) NOT domiciled in the Philippines explained, added to or altered.
2) have been convicted of falsification of public  “codex”, little code or little will
document, perjury or false testimony  Always made after a will
 May be revoked by another codicil
 Blind Testator = can’t be a witness to notarial wills *In case of a conflict between a will and a codicil, the latter
 Notary Public = disqualified from being a witness to prevails
notarial wills
Art. 826 – In order that a codicil may be effective, it shall be
EFFECTS OF PARDON executed as in the case of a will.
 If the pardon was given because of the man’s
innocence, as when somebody else had been proved KINDS OF CODICIL:
to be the really guilty person, he can now act as a 1. Notarial or Ordinary Codicils
witness to a will. This is because there is no mental 2. Holographic Codicils
dishonesty. *If a codicil is not executed within the formalities of a will,
 If the absolute pardon was an act of Executive grace codicil is VOID
of clemency, it is submitted that the disqualification *A valid will can never be revoked expressly or impliedly by
remains, for even an absolute pardon does not an invalid codicil
remove civil consequences. The would-be witness
still has a taint of mental dishonesty. Art. 827 – Incorporation by Reference
Purpose: to provide for those cases, when a testator wishes
Art. 822 – If the witnesses attesting the execution of a will are to incorporate to his will (without copying the whole thing)
competent at the time of attesting, their becoming only by reference certain documents or papers, especially
subsequently incompetent shall not prevent the allowance of inventories and books of accounts. The said documents or
the will. inventories, when referred to in a notarial will, do not need
any attestation clause because attestation clause of the will
Art. 823 – If a person attesting the execution of a will, to itself is sufficient.
whom or to whose spouse, or parent, or child, a devise or
legacy is given by such will, such devise or legacy shall, so far REQUISITES FOR VALIDITY OF DOCUMENTS INCORPORATED
only as concerns such person, or spouse, or parent, or child of BY REFERENCE
such person, or any one claiming under such person or 1. The document or paper referred to in the will must
spouse, or parent, or child, be void, unless there are 3 other be in existence at the time of the execution of the
competent witnesses to such will. However, such person so will.
attesting shall be admitted as a witness as if such devise or *reference to future papers = void
legacy had not been made or given. *the will must refer to the papers as having been
already made
2. The will must clearly describe and identify (locations, unauthorized destruction, cancellation, or
general appearance) the same, stating among other obliteration are established according to the Rules of
things, the number of pages thereof. Court
3. It must be identified by clear and satisfactory proof
as the document or paper referred to therein.(parol Reason for allowing revocation by implication of law
evidence or evidence aliunde is needed here) There may be changed in the family or domestic
4. It must be signed by the testator and the witnesses relations or in the status of his property, such that the law
on each and every page, except in case of presumes a change of mind on the part of the testator.
voluminous books of account or inventories.
Some instances of revocation by implication of law
 Incorporation can generally be done in notarial wills 1. When after the testator has made a will, he sells or
 If a HW happens to have at least 3 credible and donated the legacy or devise
qualified witnesses, there can be a proper EXAMPLE:
incorporation by reference T gave a legacy of T’s Volvo car in his will. A year
 If a HW has no witnesses = no proper incorporation later, T sold the car to B for 2M. On T’s death, will A get the
by reference car, the 2M or nothing?
 A gets nothing because by provision of law,
Art. 828 – A will may be revoked by the testator at any time T’s alienation to the car revoked the legacy
before his death. Any waiver or restriction of this right is void. automatically and by operation of law.
2. Provision in a will in favor of a spouse who has given
Revocability of a Will cause for legal separation shall be revoked by
A. Until the death of the testator, a will is ambulatory operation of law the moment a decree of legal
and revocable separation is granted
B. Heirs do not acquire any vested right to the 3. When an heir, legatee, or devisee commits an act of
disposition until after the testator’s death unworthiness under Art. 1032
C. Provision in a will which are ordered to be effected 4. When a credit that had been given as a legacy is
immediately, even during the testator’s lifetime, are judicially demanded by the testator
all right, provided the proper formalities and 5. When one, some or all of the compulsory heirs have
requisites are present, but they are not really been omitted, the institution of heir is void.
testamentary disposition.
Revocation by Overt Act
Art. 829 – Conflict Rules for Revocation of Wills 1. There must be an overt act specified by law
a. Revocation OUTSIDE the Philippines 2. There must be a completion at least of the subjective
1. If not domiciled in the Philippines phase of the overt act
i. Follow law of the place where the will 3. Animus revocandi or intent to revoke
was made 4. The testator at the time of revoking must have the
ii. OR follow the law of the place where capacity to make a will
testator was domiciled at the time 5. The revocation must be done by the testator himself
2. If domiciled in the Philippines
i. Follow law of the Philippines The overt act of burning
ii. OR follow the general rule of lex loci 1. Sufficient that a small part of the instrument was
celebration burnt
b. If revocation is IN the Philippines 2. Thrown into fire w/o the writings being scorched =
 Follow Philippine law, NCC applies revoke
3. Burn accidentally = no revocation
Art. 830 – No will shall be revoked except in the ff:
1. By implication of law OR The overt act of tearing
2. By some will, codicil, or other writing executed as 1. Slight tear = sufficient
provided in case of wills OR 2. The greater the degree of tearing is a greater
3. By burning, tearing, cancelling or obliterating the will evidence of animus testandi
with the intention of revoking it, by the testator 3. Tearing includes cutting
himself, or by some other person in his presence and 4. Tearing off even the signature alone constitutes
by his express direction revocation
*If burned, torn, cancelled or obliterated by some
other person, without the express direction of the The overt act of obliterating or cancelling
testator = the will may still be established and the 1. Obliteration = renders the word illegible
estate distributed in accordance therewith, if its 2. Cancellation = is the drawing of lines across a text,
contents and due execution and the fact of its but the words remain legible
3. Either of the 2 revokes a will, totally or partially
4. If all parts are cancelled or obliterated or if the Art. 836 – The execution of a codicil referring to a previous
signature is cancelled or obliterated = the whole will will has the effect of republishing the will as modified by the
is revoked codicil.
*cancellation of the signature of the witnesses in a hw will REQUISITES AND LIMITATIONS OF REPUBLICATION
leave the will valid  To republish a will as to its form, all the dispositions
5. If a will is mutilated by error, there being no intention must be reproduced or copied in the new or
= no revocation subsequent will.
 To republish a will valid as to its form but already
If a notarial will has been lost or destroyed without the intent revoked, the execution of a codicil which makes
to revoke, its contents may still be proved by: reference to the revoked will is sufficient.
a) Oral or parol evidence EFFECTS OF REPUBLICATION BY VIRTUE OF A CODICIL
b) Carbon copies 1. Revives the previous will
2. The old will is republished as of the date of the
Art. 831 – Subsequent wills which do not revoke the previous codicil, makes it speak, as it were, from the new and
ones in an express manner, annul only such dispositions in later date
the prior wills as are inconsistent with or contrary to those
contained in the later wills. Art. 837 – If after making a will, the testator makes a second
will expressly revoking the first, the revocation of the second
Art. 832 – A revocation made in a subsequent will shall take will does not revive the first will, which can be revived only by
effect, even if the new will should become operative by another will or codicil.
reason of the incapacity of the heirs, devisees or legatees
designated therein, or by their renunciation. WAYS TO GIVE EFFECT TO VOID OR REVOKED WILLS
1. Republication – act of the testator
2. Revival – takes place by operation of law; restoration
Art. 833 – A revocation of a will based on a false cause or an or reestablishment of revoked will or its provisions
illegal cause is null and void. by virtue of legal provisions

Art. 838 – No will shall pass either real or personal property


Art. 834 – The recognition of an illegitimate child does not unless it is proved and allowed in accordance with the Rules
lose its legal effect, even though the will wherein it was made of Court.
should be revoked The testator himself may, during his lifetime petition
the court having jurisdiction for the allowance of his will. In
Effect of Revocation on the recognition of an illegitimate such case, the pertinent provisions of the RoC for the
child allowance of wills after the testator’s death shall govern.
a. According to Art. 278, voluntary recognition of an The Supreme Court shall formulate such additional
illegitimate child may be done: RoC as may be necessary for the allowance of wills on
1. In a record of birth petition of the testator.
2. Will Subject to the right of appeal, the allowance of the
3. Statement before a court of record will either during the lifetime of the testator or after his
4. Any authentic writing death shall be conclusive as to its execution.

b. Reason for Art. 834: While a will is essentially PROBATE – act of proving before a competent court the due
revocable, recognition is irrevocable unless there is execution of a will by a person possessed of testamentary
vitiated consent capacity, as well as approval of the court
MOREOVER: In probate proceedings, the court:
1. Recognition is not really a testamentary 1. Orders the probate proper of the will
disposition 2. Grants letters testamentary or letters with a will
Recognition does not wait for the testator’s death to become annexed
effective 3. Hears and approves claims against the estate
4. Orders the payment of lawful debts
Art. 835 – The testator cannot republish, without 5. Authorizes the sale, mortgage or any other
reproducing subsequent will, the disposition contained in a encumbrance of the estate
previous one which is void as to its form. 6. And directs the delivery of the estate or properties ti
REPUBLICATION – process of re-establishing a will, which has those who are entitled
become useless because it was void, or had been revoked. PROCEDURE AND REASON FOR ANTE-MORTEM PROBATE
HOW MADE: 1. Re-execution of the original will 1. Testator himself petitions for the probate of his will
2. Execution of a codicil
2. T follows the post-mortem procedure, except when
the SC provides another rules EFFECT OF DOUBT
3. REASON: to prevent or minimize fraud, intimidation Ex; To my classmate, Jose (if there be 2 Joses)
and undue influence; also to enable the testator to No one inherits. To divide the inheritance between the
correct at once failure to observe legal requirements two would frustrate the testator’s intention. Moreover, we would be
giving ½ to a person to who the person intended to give nothing.
Art. 839 – The will shall be disallowed in any of the ff. cases:
1. Formalities required by law have not been complied Art. 844 – An error in the name, surname or circumstances of
with the heir shall not vitiate the institution when it is possible, in
2. T was insane, or mentally incapable of making a will any other manner, to know with certainty the person
at the time of its execution instituted.
3. W was executed through force or under duress, or If among persons having the same names and
the influence of fear or threats surnames, there is a similarity of circumstances in such a way
4. W was procured by undue and improper pressure that, even with the use of other proof, the person instituted
and influence, on the part of the beneficiary or some cannot be identified, none of them shall be an heir.
other person
5. Signature was obtained thru fraud *MISDESCRIPTION may be corrected even by extrinsic
6. T acted by mistake or did not intend to affix his evidence, and not by oral declaration of the testator.
signature to the instrument
Art. 845 –
GEN. RULE = Disposition of unknown person is void
 Wills proved outside the PHL may be allowed
EXC = UNLESS, some event or circumstance about his identity
here
becomes certain
HOWEVER, disposition in favor of a definite class or group of
Art. 840 – Institution of heir is an act by virtue of which a
persons shall be valid.
testator designates in his will the person or persons who are
UNKNOWN PERSONS – one who cannot be identified from
to succeed him in his property and transmissible rights and
the will
obligations.
KINDS OF SPECIAL INSTITUTIONS
REQUISITES
a) Poor in general
1. W must be valid extrinsically
b) Relatives of the testator
2. Institution must be valid intrinsically (legitime must
c) A person and his children
not be impaired)
d) Brother and sisters of the full and half-blood
3. Institution must be effective
e) Institution of descendants or relatives of a legatee
4. No institution in a MS
Art. 846 – Heirs instituted without designation of shares shall
Art. 841 – A will shall be valid even though it should not
inherit in equal parts.
contain an institution of an heir, or such institution should
Ex; T instituted A and B as his heirs. T has no compulsory heirs. How
not comprise the entire state, and even though the person so much will A and B inherit?
instituted should not accept the inheritance or should be They will inherit equally, that is 50-50. Reason: The law
incapacitated to succeed. merely expresses what it presumes to have been the testator’s
In such cases, the testamentary dispositions made in intention, for had otherwise, he should have been more specific.
accordance with the law shall be complied with and the
remainder of the estate shall pass to the legal heirs. Art. 847 – When the testator institutes some heirs
individually and others collectively as when he says, ‘I
Art. 842 – One who has no compulsory heirs may dispose by designate as my heirs A and B, and the children of C”; those
will of all his estate or any part of it in favor of any person collectively designated shall be considered as individually
having capacity to succeed. instituted, unless it clearly appears that the intention of the
One who has compulsory heirs may dispose of his testator was otherwise
estate provided he does not contravene the provisions of this Ex; I institute as my heirs, A and B and the three children of C to my
Code with regard to the legitime of said heirs. estate of 100K. How much will each of the 3 children get?
Ans: 20k
Art. 843 – The testator shall designate the heir by:
a. His name and surname Art. 848 – If the testator should institute his brothers and
b. When there are 2 persons having the same names = sisters, and he has some of full-blood and others of half-
he shall indicate some circumstance by which the blood, the inheritance shall be distributed equally, UNLESS a
instituted heir may be known different intention appears.
c. T has omitted the name = he should designate in a
manner that there can be no doubt to the person Art. 849 – When the testator calls to the succession a person
instituted and his children, they are all deemed to have been instituted
simultaneously and not successively.
D = 120/1 x 2/12 = 20k 120 x 30 / 150 = 16k
T instituted A and A’s two children to an estate of 30k. Each of the
three heirs gets 10k all the same time . If the institution had been Art. 854 – The preterition or omission of one ,or all of the
successive, A would get all in the meantime, the children getting compulsory heirs in the direct line, whether living at the time
nothing during A’s lifetime. of execution of the will or born after the death of the testator
shall annul the institution of heir, but the devises and legacies
Art. 850 – shall be valid insofar as they are not inofficious.
GEN. RULE = The statement of a false cause for the institution If the omitted compulsory heirs should die before
of an heir shall be considered as not written the testator, the institution shall be effectual, without
EXC = Unless, it appears from the will that the testator would prejudice to the right of representation.
not have made such institution if he had know the falsity of
such cause PRETERITION – omission whether intentional or not, of a
Ex: I hereby institute my student X as my heir for having topped the
compulsory heir in the inheritance of a person
bar exams of 2003. If X was not the topnotcher, would he still
REQUISITES:
inherit?
Yes, because the false cause or reason is considered as not 1) There is a total omission of the inheritance
written. 2) Omission must be of a compulsory heir
REASON: The real cause is the testator’s liberality, the mention of 3) The compulsory heir omitted must be in the direct
the bar topping is merely incidental. line

Art. 851– If the testator has instituted only 1 heir and the - If a compulsory heir is given a share in the
institution is limited to an aliquot part of the inheritance = inheritance no matter how small it is, there is no
legal succession takes place with respect to the remainder of preterition = he is entitled only for the completion of
the estate his legitime
The same rule applies if the testator has instituted - If there is already a donation = no preterition
several heirs being limited to an aliquot part, and all parts do because donation is already considered an advance
not cover the whole inheritance. of the inheritance of the legitime
Ex; T instituted A to 1/3 and B to 1/4 of the inheritance. The - No preterition of a surviving spouse for she is not in
remaining 5/12 will then go to the legal heirs of T by way of inestate a direct line
succession
EFFECTS OF PRETERITION
Art. 852 – If the intention of the testator that the instituted  Institution of heirs is annulled
heirs should become sole heirs to the whole estate or the  Devisees and legacies shall remain insofar as they
whole free portion, as the case may be, and each of them has are not inofficious
been instituted to an aliquot parts together do not cover the
whole inheritance, or the whole free portion, each part will Art. 855 – The share of a child or descendant omitted in a will
shall be decreased proportionately. must first be taken from the part of the estate not disposed
Ex 1; I hereby institute as my only heirs, ABC. Each one is to get ¼ of
of by the will
my estate. The ¼ should clearly be divided proportionately among
ABC. If any, if that is not sufficient, so much as may be
necessary must be taken proportionally from the shares of
Ex 2: Total estate = 120k the other compulsory heirs.
A = 1/3 B=1/2 C=1/4 Ex; T has 3 legitimate children, 2 of whom he instituted as heirs, and
Remainder = 20K one of whom preiterited. A legacy of 100k from an estate of 1 M was
given to a friend. How much should the children receive?
Formula ANS: 300k each; F gets 100k
A = 120/1 x 4/12 = 40k 120 x 40 / 100 = 48K
B = 120/1 x 3/12 = 30k 120 x 30 / 100 = 36k Art. 856 – A voluntary heir who dies before the testator
C = 120/1 x 3/12 = 30k 120 x 30 / 100 = 36k transmits nothing to his heir.
A compulsory heir dies before the testator, a person
Art. 853 – If each of the instituted heirs has been given an incapacitated to succeed, and one who renounces the
aliquot part of the inheritance, and the parts together inheritance shall transmit no right to his own heirs except in
exceed, the whole inheritance or the whole free portion, as cases expressly provided in this Code.
the case may be, each part shall be reduced proportionately. Ex 1: T has a friend X whom he instituted as heir to an estate of
100k. X dies before T but leaves a son? Upon T’s death, will Y get
Ex 1: Total estate = 120k anything?
A = 1/2 B=1/3 C=1/4 D=1/6 ANS: No, because the father of Y was a voluntary heir who
Remainder = 20K predeceased the testator. The estate should therefore go to the
Formula inestate heirs of T.
A = 120/1 x 6/12 = 60k 120 x 60 / 150 = 48K
B = 120/1 x 4/12 = 40k 120 x 40 / 150 = 32k
C = 120/1 x 3/12 = 30k 120 x 30 / 150 = 24k
Ex 2: A and B are legitimate children of T. C is a legitimate child of A.
The estate is 100k. A and B were instituted as heirs. If A dies before Art. 862 – Effect on the substitution of charges and
T, how much will C and B get? conditions imposed in the institution
ANS: C (on A’s behalf) = 25k; B=75k
GEN. RULE = If the substitute inherits, he must fulfill the
conditions imposed on the original heir
Art. 857 – Substitution is the appointment of another heir so REASON: it is presumed that the testator intended the substitute to
that he may enter into the inheritance in default of the heir stand on the same footing as the original heir
originally instituted. EXC = 1. If the testator has expressly provided the contrary
PURPOSE: 2. The charges or conditions are personally applicable
1) To prevent the property from falling into the to the heir instituted
ownership of people not desired by the testator
2) To prevent the effects of inestate succession Art. 863 – Fideicommissary Substitution
3) To allow the testator greater freedom to help or -substitution by virtue which the fiduciary or first
reward those by reason of services rendered to the heir instituted is entrusted with the obligation to preserve
testator are more worthy of his affection and and transmit to a second hair the whole or part of the
deserving of his bounty than inestate heirs. inheritance
EXC = PROVIDED, such substitution does not go beyond one
Art. 858 – Substitution of heirs may be: degree from the heir originally instituted, and PROVIDED,
1. Simple or Common – sustitucion vulgar further that the fiduciary or first heir and the second heir are
2. Brief or Compendious – sustitucion brevilocua living at the time of the death of the testator
3. Reciprocal – sustitucion reciproca Ex 1: T institutes A as first heir. The will states that A should preserve
4. Fideicommisary – sustitucion fideicommisaria nd transmit later on the estate to B, who is A’s son.
A – first heir or heredero, fiduciaro or trustee. He has the obligation
Art. 859 – The testator may designate one or more person to of preserving and transmitting the property
substitute the heir or heirs instituted in case such heir or B –second heir or fideicommissary. He eventually receives the
property
heirs should die before him, or should not wish, or should be
T – testator
incapacitated to accept the inheritance.
A simple substitution, without a statement of the PURPOSE OF FIDEICOMMISSARY
cases to which it refers, shall comprise the three mentioned
 Maintains the prosperity and prestige of the family,
in the preceeding paragraph, unless the testator has provided
bearing in mind the lack of intelligence, weakness of
otherwise provided.
character, and vanity and prodigality of the descendants
- Talks about simple substitution
to whom the property may go
- 1st paragraph talks of express substitution in case of:
 Freedom of disposition
a. Predecease
 Maintains the tradition and social standing of the
b. Renunciation or repudiation
family
c. Incapacity
INSTANCES WHEN SUBSTITUTION IS EXTINGUISHED
DISADVANTAGES OF FIDEICOMMISSARY
1. The substitute predeceases the testator
 Free circulation of property is somewhat curtailed,
2. The substitute is incapacitated
resulting in suspended ownership
3. The substitute renounces the inheritance
4. Institution of the heir is annulled  The property may be locked up or entailed in a
5. Institution of the substitution is revoked by the family for a long period of time
testator  It is opposed to the liberty of property and to the
6. Will is void or disallowed or revoked principle that the making of the will is a strictly
Ex 1: T institutes A as heir and appoints B as substitute if A does not personal act
inherit |( It is clear that either A and B will inherit|)  It is feudalistic and does not accord with the modern
concept of ownership
Art. 860 – Two or more persons may be substituted for one
(brief substitution); and one person for two or more heirs REQUISITES AND LIMITATIONS
(compendious substitution). 1. There must be a first heir called preferentially for the
enjoyment of the property
Art. 861 – If the heirs instituted in equal shares should be  Capacitated and must accept the
reciprocally substituted, the substitute shall acquire he share inheritance
of the heir who dies, renounces or is incapacitated unless it  Not a mere trustee or administrator or
clearly disappears that the intention of the testator was agent
otherwise. I f there are more than one substitute, they  He enjoys the fruits of the property
shall have the same share in the substitution as in the  Like a usufructuary, he cannot alienate the
institution. property
- Reciprocal Substitution
2. There must be an obligation clearly imposed upon
him to preserve and transmit to a 3rd person the Art. 868 – The nullity of the fideicommissary does not
whole or part of the inheritance prejudice the validity of the institution of the heirs first
3. There must be a second heir designated; the fideicommissary clause shall simply be
 Sort of a naked owner considered as not written.
 Upon transmission to him of the property, Ex 1: T institutes A as first heir and B as second heir. If B predecease
full ownership is consolidated to him T, will A still inherit?
4. The 1 and 2nd heir must be one degree apart only
st YES, as instituted heir.
 One degree = one generation
Art. 869 – A provision whereby the testator leaves to a perso
 The substitute may be a parent or child of
th whole or part of the inheritance and to another, the
the first heir
usufruct shall be valid. If he gives he usufruct to various
5. Both heirs must be alive at the time of the testator’s
persons, not simultaneously, but successively, Art.863
death
applies.
2nd heir not related by 1st degree = substitution is
Art. 870 – The dispositions of the testator declaring all or part
VOID
of the estate inalienable for more than 20 years are void.
Express manner
Must not burden the legitime
Art. 871 – The institution of an heir may be made
Must not be conditional
conditionally or for a certain purpose or clause.
Art. 864 – A fideicommissary substitution can never burden
KINDS OF SUBSTITUTION
the legitime.
The institution of heir may be made:
REASON: The legitime is expressly reserved for the
1. With a condition
compulsory heirs. As a matter of fact, no substitution of any
A instituted B as heir provided B passes the bar of
kind may be imposed on the legitime
2003.
2. With a term
Art. 865 – Every fideicommissary substitution must be made
A instituted B as heir, the effects to commence in
expressly made in order that it may be valid.
2005.
The fiduciary shall be obliged to deliver the
3. For a certain purpose or cause or Modal
inheritance to the second heir, without other deductions than
InstitutionA gave 200k so that he may spent for the
those which arise from legitime expenses, credits and
internment of C, the late husband of A
improvements, save in the case where the testator has
provided otherwise.
CONDITION – uncertain event of happening upon which the
performance of obligation depends
Art. 866 – The second heir shall acquire a right to the
TERM – the day or time when an obligation either becomes
succession from the time of the testator’s death,even though
demandable or teminates
he should die before the fiduciary. The right of the second
heir shall pass to his heirs.
Art. 872 – The testator cannot impose any charge, condition
Ex 1: T institutes A as first heir and B as second heir. T dies in 2003. B
died in 2004, leaving son C. On A’s death, will C get the property?
or substitution whatsoever upon the legitime prescribed in
YES, on T’s death in 2003, A got the property and on A’s this Code. Should he do so, the same shall be considered as
death, same should go the same to his heirs of B not imposed.
Ex 1: A son was informed in a will by his father that he would get his
Art. 867 – The ff shall not take effect legitime only when he pass the bar in 1998. The son failed the bar
1. FS not made in an express manner, either by giving exam. Is he entitled to his legitime?
YES, because his father had no right to impose any
them this name, or imposing upon the fiduciary the
condition on his legitime. The condition here is considered as not
absolute obligation to deliver the property to a imposed.
second heir
2. Provisions which contain a perpertual prohibition to Art. 873 – Effects of Impossible or Illegal Conditions
alienate and even a temporary one, beyond the limit - Void and is considered not imposed
prescribed in Art. 863 - Shall in no manner prejudice the heir
3. Those which impose upon the heir the charge of REASON FOR THE LAW: In testamentary dispositions, the
paying to various persons successively, beyond the conditions are not as important as the generosity and
limit prescribed in Art. 863, a certain income or liberality of the testator. The impossible conditions shall be
pension disregarded.
4. Those which leave to a person the whole or part of
the hereditary property in order that he may apply Ex 1: A instituted B as heir provided that B could make a dead man
or invest the same according to secret instructions alive, otherwise B gets nothing. B WILL STILL BE THE HEIR.
communicated to him by the testator
Art. 874 – Condition not to marry Ex 1: A gives legacy on condition that B becomes a lawyer. The
Gen. Rule = Absolute prohibition to contract a remarriage is condition may be fulfilled either before or after the death of A.
void because it is contrary to morality and public policy
Exc = valid when Art. 878 – A disposition with a suspensive condition term
1. Imposed on the widow or widower or by the does not prevent the instituted heir from acquiring his rights
deceased deceased spouse and transmitting them to his heirs even before the arrival of
2. Imposed on the widow or widower by the the term.
ascendants or descendants of the deceased spouse SUSPENSIVE CONDITION – suspends the demandability of a
REASON FOR THE LAW: justified because of sentimental and right. It is sure to happen. It suspends even the demandability
economic reasons of the acquisition itself.
NEVERTHELESS, the right to usufruct or an allowance If Maria dies of cancer.
or some personal prestation may be devised or bequeathed
to any person for the time during which he or she should Art. 879 – If the potestative condition imposed upon the heir
remain unmarried or in widowhood is negative, or consists in not doing or not giving something,
he shall comply by giving a security that he wil not give or
Relative Prohibition to Contract a 1st marriage or to remarry give that which has been prohibited by the testator, and that
- VALID, unless it becomes so onerous or burdensome in case of contravention he will return whatever he may
- ‘Don’t marry in the PHL for 60 years.’ received, together with its fruits and interests.
- Caucion Muciana = bond or security given in favor of
Ex 1: T instituted his friend F as heir on condition that F will never those who would get the property if the condition be
marry. Soon after T’s death, F married. Is F entitled to inheritance? not complied with
YES, because the immoral condition is considered not
imposed. Art. 880 – If the heir be instituted under a suspensive or term
= the estate shall be placed under administration until the
Art. 875 – Any disposition made upon the condition that the condition is fulfilled or until it becomes certain that it cannot
heir shall make some provision in his will in favor of the be fulfilled or until the arrival of the term.
testator or of any other person shall be void. The same shall be done if the heir does not give the
- Disposition capatoria security required in the preceeding article
- Prohibited because it tends to make the making of
the will a contractual act Art. 881 – The appointment of the administrator of the estate
Ex 1: A gave in his will a legacy of a car to B on the condition that B,
mentioned in the preceeding article, as well as the manner of
in turn, in his own will, would give something to A. The disposition is
the administration and the rights and obligations of the
void.
Art. 876 – Any purely potestative condition is imposed upon administrator shall be governed by the Rules of Court.
an heir must be fulfilled by him as soon as he learns of the
testator’s death. Art. 882 – The statement of the object of the institution, or
This rule shall not apply when the condition, already the application of the property left by the testator, or the
complied with, cannot be fulfilled again. charge imposed by him, shall not be considered as a
POTESTATIVE CONDITION – is one of the fulfillment of which condition unless it appear that such was his intention.
depends purely on the heir. He must perform it personally. That which has been left in this manner may be
Ex 1: A instituted B as heir on the condition that B would learn how claimed at once provided that the instituted heir or heirs give
to dance twist. This must be fulfilled as soon as A’s death. security for compliance with the wishes of the testator and
Ex 2: Is the condition to marry potestative? for the return of anything he or they may receive, together
If it is to marry any girl, it is potestative; but if it is to with its fruits and interests, if he or they should disregard this
marry a particular girl, it does not depend purely upon the will of the obligation.
heir, for the girl may refuse.
Modal Institution – occurs when any of the following are
Art. 877 – If the condition is casual or mixed, it shall be stated:
sufficient if it happened or be fulfilled at any time before or 1. Object of the institution
after the death of the testator, unless he has provided 2. Application of the property left by the testator
otherwise. 3. The charge imposed by the testator
Should it have existed or should it have been fulfilled
at the time the will was executed and the testator was Art. 883 – When without the fault of the heir, an institution
unaware thereof, it shall be deemed complied with. referred to in the preceeding article cannot take effect in the
If he had knowledge thereof, the condition shall be exact manner stated by the testator,it shall b complied with
deemed as complied with. in a manner most analogous to and in conformity with his
CASUAL C = depends upon chance or upon the will of a 3 rd wishes.
person If the person interested in the condition should
MIXED C = depends partly both upon the will of the heir prevent its fulfillment, without the fault of the heir, the
himself and upon chance or the will of 3rd person. condition shall be deemed to have been complied with.
- 1st Paragraph = ANALOGOUS OR SUBSTANTIAL
COMPLIANCE ”Buy a new 2003 BMW.” If this can’t
be contained, 2002 BMW will perhaps be suitable

Art. 884 – Conditions imposed by the testator upon the heirs


shall be governed by the rules established for conditional
obligations in all matters not provided for by this Section.

Art. 885 – The designation of the day or time when the


effects of the institution of an heir shall commence of cease
shall be valid.
In both cases, the legal heir shall be considered as
called to the succession until the arrival of the periods or its
expiration. But in the first case, he shall not enter into
possession of the property until after having given sufficient
security, with the intervention of the instituted heir.
Institutions with a Term
1. Suspensive Term or Ex die – effects begin from a
certain day (beginning of 2008)
2. Resolutory term or In diem – effects cease on a
certain day (up to 2008)
3. Ex die in diem – from a certain day to a certain day
(beginning of 2008 until 2009)