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SYLLABUS

Course Name : Succession


Number of Units : 4 units
Faculty : Judge Karla A. Funtila-Abugan

Course Desciption: A study of the concepts and general principles of succession, kinds
of succession (testamentary, legal or intestate, and mixed succession), kinds of heirs,
legitime and collation, principles affecting the legitime (preterition, reserua troncal,
reserua adoptioa, disinheritance) and the freely disposable portion (institution and
substifution of heirs), principles corunon to testamentary and legal succession, as well
as partition and distribution of the estate of the decedent.

Course Outline

I. GENERAL PRINCIPLES

A. Definition and concept of succession - Art. 772,774,1311 NCC

B. Kinds of Succession - Art. 778-780,960 NCC in relation to Art. 84 of the FC and


Art. 130, 752,1347 NCC

C. Opening of Succession - Art. 777 NCC in relation to Art. 130,132, 390-391., 533,
1347,1,461,2253 and 2263 NCC and Art. 84,86 of the FC

1.. Uson a. Del Rosaio, 92Phil. 530


2. De Borjaa. De Boria,46SCRA577
3. Bonilla o. Barcena, 7'l' SC,RA 491.
4. Borromeo-Hetreraa. Borromeo,ls2 SCRA 171
5. Rioferio a. Court of Appeals, G.R. No. 129008
D. Subject and Object of Succession - Art. 775-782, 887, 963-969,1003, 1'0'l'4,1024-
1057 NCC in relation to Art. 1178,1311.,1347,1429 NCC

1. Cayetano a. Leonides,129 SCRA522


2. Paish Priest of Victoiao. Rigor,89 SCRA 493
3. Samaniego-Celadao. Abena, G.R. No. L45545, June 30, 2008
E. Law governing form and content - Art. 1.6-17,795,810,815-819, 2263 NCC

1.. Eniquez a. Abadia,50 O.G. 4185


2. Fleumer a. His,54 Phil. 610
3. Dela Cernaa. Potot,12 SCRA 576
4. Estate of Amos Bellis,2O SCRA 358

II. TESTAMENTARY SUCCESSION

A. Concept of Wills; Testamentary Capacity and Intent; Notarial Wills; Witnesses to


wills - Articles 783 to 809,820-824,828,839 (3) & (4), 930 of the Civil Code

1.. Surozao. Honrado, 110 SCRA 388


2. Garcia a. Lacuesta, 90 Phil. 489
3. Matias o. Salud,L-10751', ]une 23, 1958
c- l

Syllabus - Succession

4. Nera a. Rimando,18 Phil. 450


5. lcasiano a. Icasiano,11. SCRA 422
6. Cruza. Villasor,54 SCRA 31
7. Jauellana a. Ledesma,9T Phil.258
8. Caneda a. Court of Appeals, 222KR4781,
9. Taboadsu. Rosal,L-36033, November 5,1982
1.0. Alaarado a. Gaaiola, G.R. No. 74695, September 1.4,1993
1'J-.. Garcia o. Vasquez, 32 SCRA 489

12. Gonzales a. Court of Appeals,gO SCRA 183


13. Guerrero a. Bihis, G.R. No. 174-1.44, April 77,2007
74. Lee a. Tambago, A.C. No. 5281, February 12,2008
75. Samaniego-Celadau. Abena, G.R. No. 745545, ]une 30,2008

B. Holographic Wills; Incorporation of Document by


Reference; Codicils;
Revocation of Wilts and Testamentary Dispositions; Republication and Revival
of Wills; Allowance and Disallowance of Wills - Articles 804, 810-813,825-839,
7335,1337-7338 of the Civil Code

1,. Casiano a. Court of Appeals,158 SCRA 451


2. Molo u. Molo,90 Phil. 37
3. Rodelas u. Aranza,119 SCRA 16
4. Azaola a. Singson, 109 Phil. 102
5. Cuencoa. Courtof Appeals,L-24742, October 26,7973
6. Codoy a. Calugay,312 SCRA 333
7. Roberts a. Leonides, 129 SCRA 33
8. Nepomuceno u. Court of Appeals,139 SCRA 206
9. Nuguid a. Nuguid, L-23445, June 23, \966
10. Kalau a. Reloua,L-40207, September 28,1984
11,. ln the Matter of the lnstestate Estate of Andres de lesus tt. Roxas
72. Maloles ll a. Phillips, G.R. No. 1.29505, January 37,2000
13. Dorotheo a. Court of Appeals, G.R. No. 108581, December 8,1999
1,4. Ajero o. Court of Appenls, G.R. No. 106720, September 1.5,1994
1,5.ln the Matter of the Petition for the Probate of the Last Will and Testament of
Enrique S . Lopez, G. R. No. 789984, Novembe r 12, 2012
'1,6.
Riaeraa.Intermediate Appellate Court, G.R. No. 75005-06, February 75,\990

III.LEGITIME AND COLLATION

Legitime: Articles 872,886-913 (exclude Art. 891),1347 of the Civil Code;


Article 39 of PD 603
Collation: Articles 91.4, 1067-1.077

1. Rosales a. Rosales,148 SCRA 69


2. Dizon-Riuera u. Dizon,33 SCRA 554
3. De Roma u. Court of Appeals,152 SCRA 205
4. Locsin a. Court of Appeals,206 SCRA 383
5. Manongsonga. Estimo, 404 SCRA 683
6. Spouses Joaquin a. Court of Appeals,416 SCRA 253
7. Arellanott. Pascual,638 SCRA 826
8. Santos a. Santos Alana, G.R. No. 1.54942, August 76,2005
9. Vizconde a. Court of Appeals, G.R. No. 118449, February 7L,1.998
1.0. Suarez a. Court of Appeals, G.R. No. 94918, September 2,1.992
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Syllabus - Succession

IV. PRINCIPLES AFFECTING THE LEGITIME

A. Preterition - Arts. 854-855, 906, 918

1.. Nerio. Akutin, G.R. No. 47799,May 21',1943


2. Reyes a. Barretto-Datu,1g SCRA 85, ]anuary 25,1967
3. Nuguid o. Nuguid,17 SC.RA M9
4. Solano o. Court of Appeals, L41971', November 29, 1983
5. Acain a. Acain, October 27,1987, G.R. No. 72706
6. Dy Yieng Seangio a. Reyes, November 27,2006, G.R. No. 140371,-72
7. Morales a. Olondriz G.R. No. 198994, February 3,201'6
B. ReseraaTroncal - Art.891
1.. Gonzales o. CFI,104 SCRA 1'61',}lf.ay 19,198'l'
2. Chuao. CFl,78 SCRA 406, AugustS'l',1977
3. Edroso a. Sablan,25 Phil.295
4. Sienes a. Esparcia, 111 Phil. 349 or 1 SCRA 750
5. Florentino a. Florentino,40 Phil. 480
6. Cano a. Director of Lands, ]anuary 1'6,1959,L-10707
7. Mendozaa. Delos Santos, March 20,2013, G.R. No. 176422
8. Sumaya a, lntermediate Appellate Court, G.R. No. 6884344, September 2, 1991.
9. Solioioa. Courtof Appeals, G.R. No.83484, February 72,1990
C. Reserrsa/Reoersion Adoptiaa - Art. 39, PD 603

1. Banawaa. Mirano,W SCRA517


2. Teotico a. del Val,13 SCRA 406
3. ln Re: Adoption of Stephanie Garcia,454 SCRA 54

D. Disinheritance - Arts. 915-923


1. Morales o. Olondriz, G.R. No. 198994, February 3,201'6
2. Dy Yieng Seangio a. Reyes, November 27,2006, G.R. No. 1'40371'-72
3. Maninang o. Court of Appeals, L-57848, lune 19, 1982
V. PRINCIPLES AFFECTING THE FREELY DISPOSABLE PORTION

A. Institution of Heirs - Arts. 840-856, in relation to Arts. 785-789

1,. Austiao. Reyes,31 SCRA 754

B. Kinds of Institution - Arts.777,871,-885,1034 (par. 3), 1183

1. Vda. De Kilayko a. Tengco, 207 SCRA 600

C. Substitution of Heirs - Arts. 857-870

1. Palacios a. Ramirez, 111 SCRA 704


2. Crisologo ts. Singzon,49 SCRA 491

D. Legacies and Devises - Arts. 924-959

1. Fernandez a. Dimagiba, 21. SCRA 428


Syllabus - Succession

2. Belena. BPI,L-1.4474, October 31.,7960

VI.LEGAL OR INTESTATE SUCCESSION

Arts. 902-903, 9 60-9 62, 97 0 -977, 982-1.01.4

1. Rosales a. Rosales,148 SCRA 69


2. Delos Santos o. Dela Cruz,37 SCRA 555
3. Teotico o. Del Val,73 SCRA 406
4. Diaza.lAC,l50 SCRA 645
5. Delos Santos o. Ferrais-Borromeo,14 SCRA 986
6. Corpuz u. Corpuz,8s SCRA 567
7. Leonardo o. CA,120 SCRA 890
8. Santillon ts. Miranda, 14 SCRA 563
9. Bicomonga. Almanza, 80 SCRA 42
70. Bacayo u. Borromeo, 14 SCRA 986
11. Re: Claims for Benefts of the Heirs of the Late Mario V. Chanliongco, A.M. No.
L90-RET, October 18, 1977
12. Ango. Pacunio, G.R. No. 208928, July 8,2015

VII. COMMON PROVISIONS

Right of Accretion - Arts. 1015-1,023 NCC


Partition and Distribution of Estate - Arts. 1078-1105 NCC
Executors and Administrators - Arts. 1058-1060 NCC; Rule 86, Section 5 and Rule 87,
Section 1 of the Rules of Court

1 . Alsua Betts u . Court of Appeals, July 30 , 1979


2. Doromal a. Court of Appeals, September 2,7975
3. Alonzo a.lntermediate Appellate Court,May 28,7987
4. Bautistaa. Grifio-Aquino,166 SCRA 760
5. Chaaez a. lntermediate Appellate Court, November 8,1990
6. Heirs of lgnacio Conti a. Court of Appeals, December 27,1998
7. Maloles ll a. Phillips, G.R. No. 129505, January 37,2000
8. Romero a. Court of Appeals, April 18, 201.2

Teaching Methods/Strate gies

Class recitations will basically be employed to determine whether the student


read and understood the provisions of the law and the decisions of the Supreme Court.
Qttizzes, announced or unannounced, will also be administered to check the
comprehension and analysis of the students. Lectures and visual aids may be used
when applicable. Additional cases andf or reading assignments may be assigned if
necessary.

Grading:

Qttizzes)
Class Standing (Recitation, 30%
Midterm Examination 30o/o
Final Examination 40%

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