Professional Documents
Culture Documents
GENERAL PROVISIONS
Succession in General
By succession, the transmissible property, rights and obligations of a person pass, upon his
death, to his heirs and other successor’s mortis causa.
Related Matters
1. Disposition of the corpse (Articles 305 to 310, NCC)
2. Validity of authorization given by a person to the parts of his corps for medical, surgical,
and scientific purposes (RA 349, as amended by RA 1056)
3. Surviving Spouse given priority over the next of kin (i.e. actual order in which relatives are
obliged to support the deceased) as to the duty and right to make funeral arrangements.
“Ownership and other real rights over property are acquired and transmitted by law, by
donation, by testate and intestate succession, and in consequence of certain contracts, by
tradition”.
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real rights is the specific cause which real rights is the juridical act which gives
gives rise to them, as the result of the the name to the acquisition of the real
presence of a special condition of things, right, but which in itself is insufficient to
of the aptitude and intent of persons, produce it.
and of compliance with the conditions
established by law.
Mode the proximate cause, of the Title is the remote cause
acquisition.
The civil code is illogical and scientific, neither daring to abandon the theory of title and mode
(the traditional Roman law distinction. In following the Spanish Code), nor adapting itself to
modern trends (German, Swiss and Austrian Codes).
Article 1311, NCC: “Contracts take effect only between the parties, their assigns
and heirs, except in case where the rights and obligations arising from the contract are not
transmissible by their nature, or by stipulation or by provision of law. The heir is not liable
beyond the value of the property he received from the decedent.
“if a contract should contain some stipulation in favor of a third person, he may demand its
fulfillment provided he communicated his acceptance to the obligor before its revocation. A mere
incidental benefit or interest of a person is not sufficient. The contracting parties must have
clearly and deliberately conferred a favor upon a third person.”
The law of succession is based partly on the law of family relations, and partly on the law of
property.
Sanchez Roman: “Succession aims to make possible and effective the orderly enjoyment by the
human species of the essential elements of physical life, giving a note of subsistence and
perpetuity of the patrimony which cannot be maintained without the transmissibility of the
property constituting it.”
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1. Donat: “God has united us to the family to which we are born; family ties create rights
and obligations, and the successional right is nothing more than a right founded upon a
duty.”
2. Laurent: “Succession springs from natural law. The individual, during life, seeks to
accumulate wealth in order to perform his duty of service and assistance to the members
of his family. The knowledge that, upon death, the products of his effort and work will be
enjoyed by those who are the natural objects of his affection within the family furnishes
the greatest incentives to his initiative, industry, and thrift.
Law of Property
1. Navarro Amandi: “Succession is but a corollary to the right of property; without it, the
right of ownership would be an imperfect thing.”
2. Sanchez Roman: Characteristics of Production of Wealth
a. Individuality: prevent stagnation of wealth
b. Inequality: A product of the independence and freedom of human activities,
through labor and the peculiar qualities of each one
c. Transmissibility: A salient feature of the right of property, which is incomplete
without the right to transmit the same.
The Code Commission followed the prevailing tendency towards a new concept of legal order,
which pursues the socialization of ownership, not in the sense of “socialism” but in the sense
of effectivity adapting property to the needs of society.
In retrospect, the Old Civil Code was drafted when the prevailing philosophy was that of extreme
individualism in the law of property and of succession.
Means employed by the Code to attain the stability of the social order
1. The Purification of the system of private ownership of its abuses (e.g. prohibitions in
donations inter vivos)
2. The Closing of those channels upon which wealth has flowed in torrents from generation
to generation of a particular family (e.g. limited fideicommissary substitutions in Article
863, and the increased free portion when children and descendants survive in Article 888)
3. The Emancipation of innocent persons from bondage of undue conservation which has
denied them the rights to share in the estate of their parents (e.g. illegitimate children)
4. The Elimination of distant relatives who may succeed to property to the accumulation of
which they have not contributed anything (e.g. right to succeed without a will within the
5th degree and no longer the 6th degree)
5. The Staying of the dead hand to prevent it from meddling with the affairs of the living
(e.g. elimination of the substitutions known as pupilar and ejemplar)
B. Subjects of Succession
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Article 782, NCC
Concept of Heir (General)
Anyone who succeeds to the whole or to a portion or fraction of the inheritance (understood
as the indeterminate mass or totality of the transmissible property, rights, and obligations of
the deceased), whether by virtue of a will or by intestacy.
1. includes all relatives who succeed by virtue of the laws of intestate succession
2. includes all persons, whether relatives or not, who take what might be called the residuary
estate under a will
Kinds of Heirs
1. Compulsory heirs
a. Those who succeed by force of law to some portion of the inheritance, in an amount
predetermined by law, of which they cannot be deprived by the testator, except by
a valid disinheritance.
b. Succeeds regardless of the will of the decedent
2. Voluntary or testamentary heirs (free portion)
a. Those who are instituted by the testator in his will, to succeed to the inheritance or
the portion thereof of which the testator can freely dispose; their right to the
succession depends entirely upon the will
b. Succeeds by reason of a will
3. Legal or Intestate heirs
a. Those who succeed to the estate of the decedent who dies without a valid will, or to
the portion of such estate not disposed of by will
b. Succeeds in the absence of a will
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1. Legitimate Children and Descendants
a. Rationale: Since the law on legitime flows from natural law, it follows that relatives
in the direct line should receive preference in the succession; and since in the
ordinary course of nature, the father or mother should die ahead of the child, the
law confers preferential legitimary rights upon the children and descendants.
b. Application: if there are children, all of them living and with capacity to succeed and
none of them has been disinherited, only such children succeed to the exclusion of
the other descendants who may be existing at the time of the testator’s death.
Thus, the nearest in degree exclude the more remote, except in cases where
representation is proper (incapacity).
2. Legitimated Children (children legitimated by subsequent marriage of the parents) have
the same position as legitimate children and descendants.
a. Article 272,NCC: Children who are legitimated by subsequent marriage shall enjoy
the same rights as legitimate children
b. Article 274,NCC: The legitimation of children who died before the celebration of
the marriage shall benefit their descendants.
3. Adopted Children have the same successional rights, in relation to the adopting parents,
as those of the legitimate child in relation to its parents
a. Article 189 (1), FC: For civil purposes, the adopted shall be deemed to be a
legitimate child of the adopters and both shall acquire the reciprocal rights and
obligations arising from the relationship of parent and child, including the right of
the adopted to use the surname of the adopters.
Illegitimate Children
1. acknowledged natural children
2. natural children by legal fiction
3. other illegitimate children (e.g. adulterous children (spurious))
Natural Children by legal fiction previously not granted successional rights in previous
legislation
a. Article 287, NCC (repealed by FC): illegitimate children other than natural in
accordance with article 269 and other than natural children by legal fiction are entitled to
support such successional rights as are granted in this Code.
b. Article 269, NCC (repealed by FC): only natural children can be legitimated. Children
born outside wedlock of parents who, at the time of the conception of the former, were not
disqualified by any impediment to marry each other, are natural.
Surviving spouse
1. Valid marriage required between deceased and the survivor
2. When marriage is null and void ab initio (as in bigamous and incestuous marriages), the
survivor in the supposed marriage is NOT a surviving spouse entitled to legitime
3. But when the marriage is bigamous and the spouses contracted the marriage in good
faith, BOTH widows share equally in the portion which is the legitime of the surviving
spouse (following the principles of the Laws of the Partidas)
4. When the marriage is merely voidable, the existing marriage remains valid and produces
civil effects until set aside by the court having jurisdiction in a proper action for
annulment.
Effect of Reconciliation
1. Article 66 (2), FC (formerly Article 108, NCC): the final decree of legal separation
shall be set aside, but the separation of property and any forfeiture of the share of the
guilty spouse already affected shall subsist, unless the spouses agree to revive their
former property regime.
2. If after such reconciliation, one of the spouses should die, the survivor gets his/her
legitime regardless of whether he or she is the guilty party.
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Effect of Death before Decree
If the death occurred during the pendency of the legal separation proceedings, the action is
allowed to continue, not for the purpose of the suspension of the marriage (which is already
dissolved by death) but for the purpose merely of determining whether there is no ground for
legal separation.
Article 1009, although it does not state any order of preference, must be understood in
connection with the general rule that the nearest relatives exclude the father.
2. Capacity to Succeed
a. Determination
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Conditional institution
What is referred in paragraph 3 is suspensive condition, because this is the condition on the
fulfillment of which the right depended thereon are perfected.
1. Death (of heir) before condition. As discussed in Article 8778, the death of the heir,
devisee, or legatee before the happening of the suspensive condition renders the
testamentary disposition inoperative and without effect. He does not transmit anything to
his heirs, even if his death occurs after that of the testator. No right has been vested upon
the heir, et.al., because the condition has not yet been fulfilled.
2. Condition after death. Even if the condition should happen after the death of the hair,
et.al., his own heirs cannot claim any right through him, because his death has
extinguished his personality and capacity to succeed. He would be wanting in the capacity
to succeed at the time of compliance with the condition.
Issue: whether the Philippine law shall apply in as much as the National Law of the deceased
does not provide legitime?
Held: Under Article 16 (2) and Article 1039 of the Civil Code, the law which governs Adoracion’s
will is the law of the USA which is the National Law of the deceased. It is therefore evident that
whatever public policy or good customs maybe involved in our system legitimes. Congress has
not intended to extend the same succession of foreign nationals. For it has specifically chose to
leave the amount of successional rights to the decedent’s national law. Specific must prevail
over general law.
Kinds of incapacity
1. Absolute per se: those absolutely incapacitated are disqualified to succeed in any form,
to anyone, or to any quantity of property. (already died at the time of death of decedent)
2. Relative or par accidens: those who are relatively incapacitated are disqualified only
with respect to certain persons or property. (not yet alive)
3. Unworthiness (A relative incapacity): by reason of certain acts a person who has
capacity to succeed is deprived of it.
Capacity by law
Not all entries mentioned herein are persons having juridical existence. They succeed, not by
virtue of the general rule of capacity, but by reason of the special provision of this article
conferring capacity upon them.
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Scope of Application
1. The disposition referred to should not be confused with one which has merely the
character of a condition, burden or charge imposed upon an heir, legatee or devisee.
2. the article contemplates a case where the testator has made a disposition for the
application of the whole or part of his property for prayers and pious works for the benefit
of his soul, but has not specified the particular prayers or pious works to which his
property shall be applied.
3. The disposition made herein is applicable only when the testator has not provided
otherwise in his will. The moment the testator specifies the application to be made, or the
person charged with such duty, then this property cannot be distributed in the manner
prescribed by the article.
4. if the testator should dispose of his property only for pious works, without any mention of
prayers; or if he merely disposes of it for prayers, without referring to pious works, the
distribution provided for in this article cannot be observed.
Soul as beneficiary
The real beneficiary in such a will is the soul of the testator. Although death extinguishes juridical
existence, this article allows dispositions for the benefit of the soul, giving due respect to the
religious and moral ideas of the deceased. Thus, if the testator merely states that he institutes
his soul (something that has no legal existence) it is believed that the present article will apply.
The heirs of Father Rigor, prayed that the bequest declared inoperative and that they be
adjudged as the persons entitled to said rice lands since no nearest male relatives of the testator
has ever studied for the priesthood.
Issue: whether the bequest to a nearest male relative who would study for the priesthood could
be operative despite no male relative ever studied for the priesthood.
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Held: The Court held that the bequest refers to the testator’s nearest male relative living at the
time of his death and not to any indefinite time thereafter. “In order to be capacitated to inherit,
the heir or legatees must be living at the moment the succession opens, except in case of
representation when it is proper (Article 1025,CC). To construe them as referring to the nearest
male relative at anytime after his death would “render the provisions difficult to apply and create
uncertainty as to the disposition of his estate.”
Extent of incapacity
1. Disqualifications (1-5) apply only to testamentary succession. The persons
disqualified are disqualified only under certain circumstances, and in relation to particular
testators. Their disqualification is thus only relative.
2. Disqualification (6) is misplaced, it has no common basis with the others preceding
it. The disqualified entities are absolutely incapacitated. They cannot succeed any person
at any time or under any circumstance by testament or by intestacy, this paragraph
should have formed part of Article 1025.
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• to be inoperative, the testamentary disposition must be in favor of the disqualified. When
the disposition is not equivalent to making such persons as heirs, legatees or devisees, the
disposition may be valid if it does not give any benefit to them.
• The law does not incapacitate the disqualified from being executors since under the Rules
of Court, the executor becomes as such only after letters testamentary have been issued
to him, and all of his acts are subject to the supervision and approval of the probate court.
He may receive compensation for his services as executor (just payment and not an act of
liberality) but such compensation is regulated by law.
• It is valid that the testator leave certain sums for the confessor or his relatives within the
4th civil degree for the performance of certain determinate services, such as writing a
book, etc.. when a person has the qualifications for the work.
No prejudice to intestacy
• if the confessor or minister or his relatives within the 4th civil degree are also relatives of
the testators are compulsory heirs, it is clear that they get their legitimes, because these
are given to them by force of law and not by the will of the testator (intestate succession).
If they, however, may succeed only in case of intestacy, or even if compulsory heirs as to
the free portion is concerned, the prohibition applies.
• A void testamentary disposition does not absolutely disqualify the relatives form
succeeding, if they are entitled to succeed according to the order of intestate succession.
There will be intestacy with respect to the past ineffectively disposed, unless, it passes by
right of accretion to other heirs.
• If the priest or his relatives happen to be the only intestate heirs, they get the property,
not as testamentary heirs but intestate heirs.
Incapacity of guardian
• a testamentary disposition made by a ward in favor of his guardian before the approval of
the final accounts of the guardianship is void, even if the ward dies after the approval of
such accounts.
• The determined point with respect to time is the date of the final approval of the final
account. “Final accounts” means that which is submitted by the guardian upon the
termination of his authority as guardian, either by his removal or resignation or the
disappearance of the cause of guardianship.
Relatives of guardian
• the last does not disqualify the relatives of the guardian to succeed the ward by will
• if it can be shown that the guardian’s relatives have been instituted merely as an indirect
means of enabling the guardian to benefit from the inheritance left by the ward, then the
institution is void, not because of the present article but by reason of Article 1031.
No beneficial interest
A testamentary disposition which does not give a beneficial interest to the witness does not
disqualify him. Thus, a provision giving to the witness a trust or power to sell does not
constitute such an interest as will render him incompetent or will avoid the testamentary
disposition.
Applicability to intestacy
• The paragraphs of the present article, except the last, refer only to testamentary
succession and does not include intestate succession.
• The purpose of these disqualifications is to avoid testamentary disposition in favor of
persons who are conclusively presumed to have influenced the making of the will in their
favor by reason of their special relations to the testator. This reason cannot exist in
intestate succession, where it is the law and not the decedent that disposes of the
property in favor of the heirs.
Article 739
Interposition prohibited
• What the law prohibits to be done directly cannot be done by indirection. The article
renders void attempts to go around the prohibitions against dispositions in favor of
incapacitated persons.
• The interposition may be made in either of these ways:
o By the institution of a person who has capacity, with a verbal charge or direction to
deliver the inheritance to the incapacitated person
o By disguising the disposition in the form of a contract
o By simulating debts in favor of the incapacitated
Proof of interposition
• The prohibited interposition must always be proved, it cannot be presumed.
• It is enough to show the absence of benefit to the person instituted, and the ultimate
enjoyment of the inheritance by the incapacitated person.
• The property need not be actually delivered to the incapacitated person, if it is he who
really enjoys and benefits from it.
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the intention that the relatives mentioned should ultimately be the real beneficiaries, is
not such an interposition as is prohibited by the article.
• They do not include those who are such by reason of unworthiness. The institution of the
unworthy person, with knowledge of the cause of unworthiness, is by itself a tacit pardon
by the testator. If such institution is valid, there is no reason why the interposition should
be void.
(X gave – Y, guilty of adultery/ convicted of adultery)
Abandonment of Children
• abandonment of children is a ground for disinheritance (Article 920)
• “Abandonment” as a cause of unworthiness, is not used in the limited sense of having
exposed the children to the danger of death, but in the broad and general sense of not
giving proper care to the children, not supporting them, and not attending to their
physical, moral or educational welfare.
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• Executive clemency or prescription of penalty does not save him from unworthiness to
succeed inasmuch as such facts imply the final conviction.
False accusation
• Elements of cause are discussed under Article 919
• False accusation includes not only the filing of complaint against the decedent without
cause, but also declaring or testifying falsely as a witness against him.
• False testimony is equivalent to false accusation; but one who merely testifies to the truth,
even if it may incriminate the decedent and be the basis of his conviction, does not
become unworthy.
Adultery of concubinage
• The heir, devisee or legatee who is convicted of adultery or concubinage with the spouse
of the decedent is unworthy to succeed the offended decedent. The mere commission of
the offense is not enough to disqualify.
• The testator’s spouse is not rendered unworthy by the article. Only his or her paramour is
disqualified to succeed the offended spouse.
• If the offended spouse asks for legal separation, on the ground of adultery or concubinage,
and it is decreed, the guilty spouse is rendered incapacitate to succeed the offended
spouse ab intestate or by a will already existing at the time of the legal separation, under
Article 63 of the Family Code: “(4) The offending spouse shall be disqualified from
inheriting from the innocent spouse by intestate succession. Moreover, provisions in favor
of the offending spouse made in the will of the innocent spouse shall be revoked by
operation of law.”
• The article does not disqualify the guilty pair from succeeding each other. Under Article
1028 in relation to Article 739, however, they cannot succeed each other by will or
testament.
Effects of unworthiness
• Incapacity by reason of unworthiness disqualifies a person from succeeding to the estate
of the person against whom the act of unworthiness has been committed.
• Loss of legitime applies to the causes of unworthiness, even if the express provision on
loss of legitime merely does away with the cause of doubt as to the effect of unworthiness
upon the legitime. The reproduction of Article 761 of the old Civil Code in Article 1036 in
present code shoes clearly by implication that the intention of the law is to exclude the
compulsory heir who is unworthy from his legitime, but preserving the right of
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representation in the descending line, just as in the case of disinheritance. Article 1035
uses the words “persons excluded from inheritance” in referring to the unworthy heir, and
exclusion can only mean total exclusion from the inheritance including the legitime.
On donations
• Donations inter vivos are not affected by the incapacity of the donee to succeed the
donor. Such donations shall be considered as having been made to strangers, even if the
donees should be compulsory heirs.
• It should be noted that the act of unworthiness may constitute an act of ingratitude which
would entitle the donor, during his lifetime to revoke the donation.
Pardon of unworthiness
• The testator is given the power to condone the causes of unworthiness. Since the
incapacity arises from the offense or act committed against the decedent, it is only
reasonable that the latter should be given the right to determine whether the incapacity
should subsist or not.
• The pardon may be either express or implied. The forms of such pardon are limited to
those expressly specified by the law, no other form being admissible.
o Express pardon: made by the execution of a document or any writing in which the
decedent condones the cause of incapacity. The only cardinal requisite is that the
pardon must be after the act of unworthiness has been committed.
o Implied pardon: tacit or implied pardon of the cause of unworthiness is effected if
the testator had knowledge thereof at the time he made the will. The mere silence
of the testator, or his omission to expressly disinherit the offender, is not tacit
pardon. Reconciliation, like what can be made to make disinheritance ineffective,
cannot restore the unworthy heir in such case.
• Exclusive clemency, or pardon by the President, does not erase the unworthiness or
incapacity of the heir.
Revocation of Pardon
Whether the pardon of unworthiness can be revoked or not depends upon the manner in which
the pardon is made.
• if the pardon is express, or made in writing other than a will, then the pardon is
immediately operative and irrevocable
• if the pardon is tacitly made by instituting the disqualified person in a will, the subsequent
revocation of the will or of the institution should be considered as rendering the pardon
ineffective. As the institution does not become operative except upon the death of the
testator, the institution never became effective when the institution or the will itself has
been revoked. The same result follows if the will is void because it lacks the formalities
required by the law.
Effect of pardon
• once the act of unworthiness is pardoned, the heir is restored to full capacity to succeed
the decedent, as if the cause of unworthiness had never existed.
• The capacity that has been recovered cannot cease except by a new cause.
Validity of alienation
• The validity of alienation made by the disqualified heir before the declaration of incapacity
is made to depend upon the good faith of the transferee, irrespective of the good or bad
faith of the heir who made the alienation.
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• If the transferee acted in good faith, or without the knowledge of the facts which render
the transferor unworthy, the alienation, whether gratuitous or for a valuable consideration,
is valid as to such transferee.
Amounts transferred
• The children and descendants of the unworthy child or descendant shall acquire his rights
to the legitime.
• If the unworthy child or descendant is the only compulsory heir, or if when concurring with
the children or descendants who are compulsory heirs there is no substitute appointed,
then there shall be intestate succession. The children or descendants of the unworthy heir
will get not only their parent’s legitime but also whatever part of the free portion may be
subject to distribution among the intestate heirs.
Sources of provision
This article was taken from Rule 92 (now Rule 91, Section 4, ROC)
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• The obligation to make restoration (restitution of the hereditary property, together with all
its fruits and accessions, to the rightful owner) is imposed upon all incapacitated persons,
whether the incapacity be absolute, relative, or by reason of unworthiness.
• The law here conclusively considers the incapacitated heir as a possessor in bad faith.
Whatever the true nature of the possession, whether in good or bad faith, the
incapacitated person returns the thing with its accessions and the fruits and rentals he has
received or could have received through the exercise of reasonable diligence.
• If the incapacitated person has not received rentals, but has himself occupied the
hereditary property; it is just that although he does not materially receive the rentals from
a 3rd person, he should be obliged to pay the reasonable amount of rentals, which would
be the true measure of the benefit he receives.
g. prescription of action
Parties to action
• plaintiff
o Those who may have an interest in the succession, obviously including those who
would inherit the property once the incapacity of possessor is declared.
o If no substitution is provided and the right of accretion does not exist, and there are
several intestate heirs, the action pertains in the first instance to those of the
nearest degree; if they do not wish to bring the action, then those next in degree
may bring it, and so on in their order or succession.
• Defendant
o If at the time the action is brought, the property has passed to the heirs of the
incapacitated person, such heirs may be made defendants
o If the property has been alienated to the incapacitated person, the transferred is
the proper defendant.
o This is based on the principle that neither the heirs nor the transferee of the
incapacitated person can acquire a greater right that he has. This is without
prejudice, of course, to the provision of the Spanish Mortgage Law and the Land
Registration Law.
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adjudication will be conclusive upon all those who had notice of the hearing before the
distribution. A sensu contrario, it does not bind those who have no notice of the hearing.
C. Object of Succession
Rules observed
1. Rights which are purely personal, not in the inaccurate equivalent of this term in
contractual obligations, but in its proper sense, are, by their nature and purpose,
intransmissible, for they are extinguished by death (e.g. civil personality, family rights,
discharge of public office).
2. Rights which are patrimonial or relating to property are, as a general rule, not
extinguished by death and properly constitute part of the inheritance, except those
expressly provided by law or by the will of the testator (e.g. usufruct, personal servitudes).
3. Rights of obligation are by nature transmissible and may constitute part of the inheritance,
both with respect to the rights of the creditor and as regards the obligations of the debtor.
Exceptions:
a. Those which are personal, in the sense that the personal qualifications and
circumstances of the debtor have been taken into account in the creation of the
obligations.
b. Those that are intransmissible by express agreement or by will of the testator.
c. Those that are intransmissible by express provision of law, such as life pensions
given under contracts.
Obligations of deceased
• Debts: The provisions of the Rules of Court on the settlement of the estate of the
deceased person cannot be overlooked. The heirs of the deceased are no longer liable for
the debts he may leave at the time of his death. Such debts are chargeable against the
property or assets left by the deceased. Only what remains after all such debts have been
paid will be subject to distribution among the heirs. If the decedent’s property is not
sufficient to cover all of them, the heirs cannot be made to pay the uncollected balance.
• Money debts: Only money debts are chargeable against the estate left by the deceased,
those are the obligations which do not pass to the heirs, but constitute a charge against
the hereditary property.
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• Other obligations which do not constitute money debts are not extinguished by death, and
must still be considered as forming part of the inheritance (e.g. lease, obligation to pay
rent, deliver land sold by the decedent, especially sale by installment).
• (Relate Section 1311, NCC; especially when estate passed on to the heirs prior or without
proceedings).
Existence of object
The object
• must be in existence at the time of the perfection of the contract, or
• has the possibility or potentiality of coming into existence at some future time
Future things
• future things can be object of contracts
• future things are those which do not belong to the obligor at the time the contract is made
but may be made, raised, or acquired by the obligor after the perfection of the contract
• future things includes not only material objects but also future rights
• contracts involving future things may either be
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o conditional, or subject to the coming into existence of the thing, or
o aleatory, or one of the parties bears the risk of the thing never coming into
existence
Future inheritance
• the law generally does not allow contracts on future inheritance
Inheritance before partition not future inheritance: after the death of a person, the
properties and rights left by him by way of inheritance can be the subject-matter of a contract
among or by his heirs, even before a partition thereof has been made, because the rights of the
heirs are transmitted to them from the moment of the death of the decedent.
The action to demand restoration, reparation, and indemnification likewise descends to the heirs
of the person injured.
Issue: whether the properties sold are part of the inheritance? (Void contract)
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Held: yes, the properties are part of the inheritance, according to the Civil Code, even these
properties sold by the decedent may still be the object of succession and would be part of the
estate and as much, the heirs may still be entitled to the subject properties. Such case may be
considered as a circumvention of the law as the forced heirs may be deprived of their rights to
their legitime.
The appealed decision is reversed and the deed of sale was annulled and the parcel of land
involved mere declared as pertaining to the estate of the decedent Benedicto de los Reyes.
(If the contract is void, the property still forms part of the inheritance in order not to prejudice
the heir)
Issue: whether the liability of heirs may exceed the amount of inheritance?
Held: no, the heirs of the original defendants in this case has been merely substituted in his
place upon his death, their liability for damages (money debt) is only to the extent of the value
of the property that they might have received if any from him.
D. Opening of Succession
Illustrations
• The right of the state to collect the inheritance tax accrues at the moment of death,
notwithstanding the postponement of the actual possession and enjoyment of the estate
by the heir, and the tax is based on the value of the property at that time, regardless of
any subsequent appreciation or depreciation.
• A bequest of land to the nearest male relative of the testator who would study for the
priesthood means the grantor’s nearest male relative at the time of his death and not any
indefinite time thereafter.
Possession of hereditary estate
• To the heir passes not only the right of ownership, but also the right of possession, as of
the moment of death of the predecessor. The possession of the hereditary property is
deemed transmitted to the heir without interruption and from the moment of the death of
the decedent in case the inheritance is accepted.
• While the hereditary estate is under administration, the heirs cannot compel the
administrator to deliver to them the property inherited.
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Elements for transmission
1. The express will of the testator, within the limits prescribed by the law, calling certain
persons to succeed him, or on the absence of a will, the provisions of the law prescribing
the presumed will of the document.
2. Death of the person whose succession is in question: A person is not made to succeed by
the mere fact of death of the predecessor for such will deny him the right to accept or
repudiate the inheritance.
3. The acceptance of the inheritance by the person called to the succession.
Presumption of Death
• Death is not limited to natural or physical demise, it includes presumed death occasioned
by prolonged legal absence.
• Under Article 390
o After the absence of 10 years, a person shall be presumed to be dead for the
purpose of opening his succession, but if he disappeared after the age of 75, an
absence of 5 years will be sufficient in order that his succession may be opened.
o The death is considered to have taken place on the last day of the period of
absence required by law.
• Under Article 391
o The disappearance of the persons enumerated therein is under circumstances
which give rise to the conviction or belief that they are victims of some catastrophe
or fatal event.
o The presumptive date is fixed on the very day of the occurrence of the event which
may have occasioned death.
Moment of Death
• The decisive fact which gives origin to the right of heirs, devisees and legatees is the
death of the decedent.
• The provisions of the new Code, relaxing the rigidity of the rules of the old Code regarding
proof or recognition of natural children, were held inapplicable to one claiming recognition
and a share in the state of the alleged natural father who died before the new Code want
into effect.
Illustrations
• An agreement for the sale of property yet to be adjudicated by the court is valid and
binding.
• A sale of property to which the vendors did not have any title yet at the time of the
execution of the deed of sale.
Missing in war
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• The term “war” is construed generally, but includes all military operations or undertakings
in armed fighting, and not limited to war as understood in international law. It is not
enough, however, that the disappearance of such persons be during wartime; it is
necessary that it be during military operations.
• The presumption applies not only to soldiers, but also to:
o Those who are employed by or render services to the armed forces (e.g. nurses,
doctors, strokers in warships, etc)
o Those who render voluntary service (e.g. guides, guerillas)
o Those who follow or stay with the armed forces (e.g. reporters, photographers, and
cameraman)
• In the German Code, the period necessary to give rise to the presumption of death must
be computed from the conclusion of peace or the actual end of the war, as there is a
possibility that the missing person might have been taken as a prisoner of war and still
alive.
In danger of death
• other circumstances include
o earthquakes
o fires
o explosions
o inundations
o dangerous expeditions
o cave-ins of mines
o volcanic eruptions
o landslides
• period of reckoning the 4-year period
o the death should be considered to have taken place on the day of the danger
o if the danger continues for several days, it is contended that the period should be
computed from the last day of such danger
o In cases of expeditions or similar ventures of which nothing is heard after it has
stated, the date when it should be completed, if favorably concluded, is taken into
account.
Article 84, FC
Present property
• The law permits donation propter nuptias of not more than 1/5 of the present property of
the donor spouse.
• If present property is given by anyone other than one of the future spouses, the amount
that can be given by donation propter nuptias is the same that can be given in ordinary
donation.
In excess of 1/5
• Article limits the donation propter nuptias between spouses when they agree on a regime
other than the absolute community of property, and the donation is in the marriage
settlement.
• If the regime adopted by the spouses is the absolute community of property, the limitation
is not applicable because all the property of the spouses become absolute community
property.
• In the marriage settlement excludes the property donated from the absolute community,
the limitation logically applies.
Article 86, FC
Acceptance necessary
• the heir is such by the mere fact that he is so designated in the will by the testator or he is
called by law to succeed. The right of succession is transmitted to him from the moment of
the death of the decedent. No person, however, can be forced to take any property
through inheritance.
• So long as the person called to the succession does not manifest his willingness to be an
heir, the inheritance remains in a condition of suspension. By the act of acceptance this
condition is completely altered, and the heir is deemed to have accepted the inheritance
from the death of the decedent.
• The acceptance of the inheritance is the confirmation of the institution of the heir, the
perfection of the right to succeed.
Voluntary acts
• the freedom to accept or repudiate the inheritance follows the principle that rights granted
by law may be waived, provided such waiver is not contrary to public interest or public
order or prejudicial to 3rd persons.
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• Repudiation and acceptance – being essentially voluntary and free acts – violence,
intimidation, undue influence, error and deceit will defeat the effects of either. Articles in
the law of contracts on the effects of causes vitiating consent are applicable to them.
Partial acceptance
* Philippine jurisdiction permitted partial acceptance or repudiation. The heir in Philippine law is
not the continuation of the personality of the deceased. He stands on the same footing as a mere
legatee in the Civil Code. If the legatee may accept or repudiate partially, there is no reason why
the heir should not be allowed to do so. Creditors of the estate would not be prejudiced by partial
Article 1042
Retroactive Effect
• By the nature of things, the continuity of ownership of property should not suffer
interruption. When acceptance is made, the law makes it retroact to the moment of the
death of the decedent.
• By fiction of law, the will of the heir to take the inheritance is made simultaneous with the
death of the decedent.
Term or Condition
The total suppression of Article 990 of the old Civil Code does not mean the consequent
elimination of the express prohibition on acceptance with a term or condition, as the very nature
of transmission or property mortis causa argues against the validity of acceptance or repudiation
with a term or subject to a condition would be contrary to the fundamental principle of
succession. It would also be inconsistent with the irrevocable character of acceptance or
repudiation, provided for in Article 1054.
Article 1043
Prerequisite of acceptance
1. He must be certain of the death of the person from whom he is to inherit:
o The will of man is changeable. Even just before the moment of his death he may
change his mind. Until the death of the person whose inheritance as accepted or
repudiated, the person is not an heir either by the will of the deceased or by the
law.
o The person inheriting must survive the decedent and must have capacity to
succeed. The person who accepts or repudiates an inheritance from a living person
cannot know whether he will survive or predecease the decedent or whether he will
have the capacity to succeed in the latter’s succession.
2. The person must be certain of his rights to the inheritance before he can accept or
repudiate.
Article 1044
Capacity to accept
• Any person who has the free disposal of his property may accept or repudiate.
• Persons having the capacity to succeed but not having the capacity to dispose of their
property may not accept or repudiate. Their legal representatives may do so for them. (no
free disposal of his property)
Article 1045
Action by representatives
• The law has taken for granted that the acceptance by their representatives will always be
beneficial to the institutions, while the repudiation may not.
• Since these institutions may by their nature be of public interest, the law has required
judicial approval.
Article 1046
Public establishment
• The term refers to organizations which have their own social and public purpose, separate
from the mere manifestations of the governmental functions of the State.
• It does not refer to mere administrative organizations which do not have a separate
existence as a legal entity, inasmuch as these organizations find their legal
representatives of the State or the Government.
• It is indispensable that the organization must have a distinct public service to fulfill, and
performs successive acts to realize it, these are what make it similar to the natural or
juridical person, and thus endow it with capacity to succeed.
A provincial governor cannot be regarded as a public establishment and thus may accept and
receive a testamentary devise in trust without the previous approval of the central government.
Approval of Government
The approval required by the article must be given by the head of the department to which the
public establishment belongs or is subordinate.
Article 1047
Acceptance by wife
• Article 114 which provides that “the wife cannot, without the husband’s consent, acquire
any property by gratuitous title except from her ascendants, descendants, parents-in-law,
and collateral relatives within the fourth degree was left out from the Family Code, and
can be considered no longer in force. (A Filipina cannot be presumed that every donation
or legacy in her favor hides an infidelity on her part. Donations made to induce her to
commit marital infidelity may be prevented by the application of Article 1028 in relation of
Article 739).
• The married woman, this, can now freely accept inheritance without need for the
husband’s consent.
Article 1048
Article 1049
Article 1050
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3. When the renunciation is in favor of all heirs indiscriminately for consideration:
The repudiation made for a valuable considerations is not a renunciation at all. The law
considers renunciation with consideration as an acceptance, not only when made in favor
of the co-heirs, but also when in favor of substitutes, or of persons called to the
inheritance by virtue of intestate succession or the right of accretion.
4. Other acts of tacit acceptance
o When the heir demands partition of the inheritance
o When he performs such like acts which show the clear intention to accept
o Under Article 1057, a failure to signify acceptance or repudiation within 30 days
after an order of distribution by the probate court (shall be deemed accepted)
Article 1051
Formality of repudiation
• Repudiation must be in a public or authentic writing or one presented to the judge
• Act of repudiation is more solemn than the act of acceptance
o Repudiation makes the transmission of the right of succession ineffective, producing
thereby more violent and disturbing consequences which the law cannot permit by
mere implications or presumptions.
o Repudiation involves acts of disposition and alienation, acts which by their nature
require formalities.
o Publicity of repudiation is needed for the benefit of the creditors and the public
interest.
o Repudiation opens the way for other heirs, and it is necessary that this calling of
other heirs must be based on certainty.
Authentic instrument
• Authentic instrument refers to document distinct and apart from a public or
notarial instrument, as the Code could not have used the term “authentic” as a mere
synonym or surplusage.
• Authentic instrument refers to one whose genuineness is admitted or clearly
proved. It is sufficient that repudiation appear in writing in an indubitable manner.
Article 1052
Acceptance by creditors
• Repudiation affects the co-heirs and his creditors. His co-heirs will gratuitously receive
more property while his creditors will necessarily be prejudiced, thus the law choose to
favor the creditors.
• The acceptance shall benefit the creditor only insofar as it covers the amount of their
credits. The excess shall be adjudicated to the person to whom it may pertain under the
law.
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Requisites to entitle creditor to accept for the heir
1. There must be a repudiation by the heir-debtor in legal form, a repudiation valid in law
2. There must credits existing against the heir who repudiates (it is not necessary that there
be many creditors, one will suffice)
3. Judicial authorization must be obtained before the creditors may accept for the debtor
4. Act of repudiation prejudices the claims of the creditors.
Article 1053
Article 1054
Article 1055
Article 1056
Irrevocability of acceptance
• Acceptance or repudiation, once made, affects either the perfection of rights in the heir or
the vesting of rights in others. To allow the heir to change his mind and revoke his
acceptance or repudiation would lead to confusion and serious results.
• Exceptions:
o When the acceptance or repudiation suffers from any of the vices which annul
consent (Article 1330, the vices which annul consent are mistake or error, violence,
intimidation, undue influence or fraud).
o When an unknown will appears.
Effect of mistake
• When error refers to the substance of the thing, the consent given has no
effect. (e.g. relative is alive; else, if dead, the consent is vitiated by mistake)
• When error refers to the principal conditions of the thing, the acceptance or
repudiation will likewise be without effect. The error must be based on facts and
circumstances which the heir could not have known notwithstanding due diligence on his
part. These are errors in the appraisement, errors arising from false hopes or fears, from
risks and other circumstances, occurring before the act of acceptance for repudiation.
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• The act of repudiation or acceptance through violence or intimidation is without effect, as
consent is non-existent.
• Violence refers to the external acts imposed upon the heir to accept or repudiate.
• Intimidation works internally upon the mind of the heir forcing him to accept or repudiate.
Effect of fraud
• The fraud must be practiced by a third person (creditor, legatee, co-heir, or stranger)
• The fraud must be serious and must consist of insidious words or machinations without
which the heir would not have accepted or repudiated the inheritance.
Article 1057
Issue: whether the provisions of the NCC regarding the successional rights of illegitimate children
which were declared for the first time be given retroactive effect?
Held: No, such provision should not be given retroactive effect. The right of ownership of the
lawful wife of a decedent who had died before the NCC took effect became vested upon his
death and is so because of the imperative provision of the law which commands that the right of
succession are transmitted from the moment of death. The new right recognized by the NCC, in
favor of the illegitimate children of the deceased cannot be asserted to the impairment of the
vested right of the lawful wife over ht elands in dispute. While Article 2253 of the NCC provides
that the rights which were declared for the first time shall have retroactive effect even through
the event which gave rise to them may have occurred under the former legislation. Yet this is so
only when the new rights do not prejudice any vested or acquired rights of the same origin.
Issue: The doctrine in Guevarra vs Guevarra which held that he presentation of a will for probate
is mandatory and that the settlement and distribution of an estate on the basis of intestacy.
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When the decedent left a will is against the law and public policy is not applicable when the clear
object of settlement was merely the conveyance by the heir of any and all their individual share
and interest, actual or eventual, in the estate of the decedent and not the distribution of the said
estate.
Issue: whether the heirs may be parties in interest who may substitute the deceased in an action
to quiet title over certain parcels of land?
Held: Article 777 of the Civil Code provides that he right to the succession are transmitted from
the moment of death of the decedent. From the moment of death of the decedent, the heirs
become the absolute owners of the property subject to the rights and obligations of the
decedent, and they cannot be deprived of their right thereto, except as provided for by the law.
The moment of death is the determining factor when the heirs acquire a definite right to the
inheritance, whether such right be pure or contingent. The right of the heirs to the property of
the deceased vest in them even before judicial declaration of their being heirs in the testate and
intestate proceedings.
When Fortunata died, her claim on right to the parcels of land in litigation was not extinguished
but was transmitted to her heirs upon her death. The heirs have acquired interest in the
properties in litigation and become parties in interest in the case. There is therefore no reason
for the court not to allow the substitution as they are now the real parties in interest in the case
at bar.
Issue: whether the contract, the object of which is Modesto’s inheritance is valid and binding
between the parties?
Held: The contract is valid. It is well settled that rights by inheritance are acquired and
transmitted upon the death of the decedent. If this is so, it must necessarily follow that it is
perfectly legal for an heir to enter into a contract of the nature of the document in this case, the
understanding to be, of course, that the contract would be effective only if and when he is really
declared an heir and only as regards any property that might be adjudicated to him as such. It
cannot be said that the disputed contract deals and interferes with properties in Custodia legis
because the reasonable interpretation that must be given to it that contemplates and provides
for the partition only of such property as may be adjudicated to Modesto if when he is declared
to be an heir of his deceased wife, the claims of the partition to be made in due course, that is
through the probate court.
It is the present action that should not be considered strictly as one for partition but only as an
action intended to determine the right of the parties under the terms of the contract.
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Facts: Vito Borromeo, a widower and permanent resident of Cebu died without heirs but leaving
properties in Cebu. Jose Junguera filed with the CFI Cebu a petition for the probate of a one-page
document as the last will and testament left by said deceased, but the same was found to be a
forged document.
The testate proceedings was converted into an intestate proceeding as several parties filed their
claims alleging that they are the heirs of the intestate of Vito Borromeo. On April 10, 1969 the
trial court invoking Article 972 of the Civil Code issued an order declaring nine persons to the
exclusion of others as intestate heirs of Vito. The Court also ordered that the assets of Vito be
divided in 4/9 and 5/9 groups and distributed equally.
On April 25, 1969 Fortunato who had earlier claimed an heir under the forged will, filed a motion
praying that he be declared as one of the heirs of the deceased, alleging that he is an
illegitimate son and entitled to receive a legitime like all other forced heir. In his motion for
reconsideration, Fortunato attached a waiver of hereditary rights of 5 of the deceased heirs and
the latter having agreed to designate their share to the former.
Issue: whether hereditary rights may be waived before there has been acceptance or repudiation
of an inheritance which the heir intends to transfer.
Held: The prevailing jurisprudence on waiver of hereditary rights is that the properties included
in an existing inheritance cannot be considered as belonging to third persons with respect to the
heirs who by fiction of law continue the personality of t former. Nor does such properties have
the character of a future property because the heirs acquires a right to succeed from the
moment of death of the deceased until the heirs enter into possession of the hereditary property,
but the acceptance in any event acts form the moment of death in accordance with the provision
of the Civil Code. The right is vested although conditioned upon the adjudication of the
corresponding hereditary partition. The heirs therefore could waive their hereditary rights even if
the order to partition the estate was yet to be issued.
E. Kinds of Succession
1. Testamentary
Article 779
• When there is no valid testament expressing the decedent’s will, then his property must
be distributed according to the provisions of law on intestate or legal succession.
• These provisions will also take effect, even in the presence of a will, if such will does not
validly dispose of all the property of the deceased.
Article 960
(5. happening of a resolutory condition)
Even if will is inoperative, there may have been legal effects to the rights of others
Non-fulfillment of condition
• The condition referred to is suspensive and not resolutory, as suspensive conditions rise to
rights and his non-fulfillment prevents the acquisition of such rights by the persons
conditionally instituted. The property or portion which should have passed to them, if the
condition happened, is thus left in the sphere of intestate succession.
• Intestacy. When the event upon which a conditional legacy depends does not happen,
the legacy passes to the persons named by law to succeed the testator, i.e. legal or
intestate succession takes place as to the legacy.
• No intestacy. If a substitute has been appointed or the right of accretion exists between
the conditional heir or legatee or devisee and another, there will be no intestacy although
the suspensive conditions arise. The property or portion of the conditional heir who does
not succeed passes to the substitute or co-heir.
Predecease or repudiation
• Intestacy will not follow from the prior of the heir or his renunciation of the inheritance
o If the testator has provided for substitution or
o Where there is a co-heir in whose favor the right of accretion exists.
Preterition – the annulment of the institution of the heir, distribution through legal succession.
3. Mixed
Article 780
• Testamentary succession and intestate or legal succession are compatible with each
other.
• Mixed succession happens where there is testamentary succession as to the part validly
disposed of, and at the same time, a legal or intestate succession, as to the part not
validly disposed of, or to which no heir is designated by the testator.
4. Contractual
• The marriage settlements, which affianced persons are authorized to execute before the
celebration of the marriage, stipulating conditions for the conjugal partnership with
respect to present and future property, provides for an exceptional case in which
succession may be conferred by a contract.
• The donation with respect to future property in the marriage settlements is in reality a
disposition mortis causa, but not executed in the form of a will. It constitutes, not only an
exception in the prohibition in Article 1347, but a real case of contractual succession.
Article 130
Article 1347
Article 754
Article 84, FC
TESTAMENTARY SUCCESSION
II. WILLS
A. Definition
Article 783
Definition of Will
• Roman law: The legal declaration if a man’s intentions, which he will to be performed
after his death.
• Popular sense: A disposition, made by a competent testator in the form prescribed by
law, of property over which he has legal power of disposition, which disposition is of such
nature as to take effect at the death of the testator.
• Generally accepted definition: A will is an instrument by which a person makes a
disposition of his property to take effect after his death, and which is, in its own nature,
ambulatory and revocable during his life. (This definition is criticized in other jurisdictions,
which recognize oral or nuncupative wills).
• Tolentino: A will is a personal, solemn, revocable and free act by which a capacitated
person disposes of his property and rights and declares or compiles with duties to take
effect after his death.
Non-dispositive Writings
• American law: Disposition of property is not an essential characteristic of a will.
o An instrument has been held valid as a will, which simply names an executor or
administrator of the estate, or merely provides for the payment of debts which the
35
law would require the personal representative to pay even if the testator died
without a will is held similarly.
o A will may be limited to extra-patrimonial dispositions provided by law (e.g.
disposition of the patria potestas of the widow in case of remarriage; or the
acknowledgment of a natural child; or the form and manner of the funeral of the
testator).
o The dispositions, in some cases, may consist merely of moral advice, or directions
as to the conduct of the heirs and the education of the children (which have no
juridical importance).
• Philippine Civil Code: The concept of a will is limited to a disposition of property to take
effect upon and after death
o A will is a specie of conveyance whereby one person is permitted, with the
formalities prescribed by law to control to a certain degree the disposition of his
property, to take effect after his death.
o It is only when the will disposes of property either directly or indirectly, that it has to
be probated (See Article 838).
o When there is no disposition of property, although the instrument may be
considered as a will, it does not have to be probated, its dispositions which are
provided by law (e.g. patria potestas, acknowledgment of natural child) can be
given effect even without probating the will.
Exclusion of heir
• The law permits a testator to disinherit a compulsory heir for any of the
causes provided by law, and the disinheritance is expressly required to be made in a will
(See Article 916)
• A valid disinheritance is in effect a disposition of the property of the testator
in favor of those who would succeed in the absence of the disinherited heir.
• Unless the will is probated, the disinheritance cannot be given effect.
B. Characteristics
Article 783
Characteristics of Wills
1. It is a purely personal act
2. It is a free act, without violence, fraud or deceit (individual act)
3. It disposes of property
4. It is essentially revocable
5. It is formally executed (formal art/ solemn art)
6. The testator has testamentary capacity (essential requirement)
7. It is a unilateral act
8. It is an act mortis causa, or takes effect upon the death of the testator
9. It is a purely statutory right (constitutional)
Revocability: Up to the moment of death, the mind of the testator may still change, and
therefore, revoke what he has already expressed as his will and substitute therefor his new
wishes or desires, inasmuch as that which has been previously expressed has not yet taken
effect.
Not necessarily gratuitous: A will is not necessarily an act of liberality or generosity. The
inheritance may be so burdened with legacies that all the benefit to the heir is nullified. In some
cases, there may even be no intent of liberality, such as in legacies in payment of debt.
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5. if the signature of the testator was procured by fraud or trick, and he did not intend that
the instrument should be his will at the time of fixing his signature thereto.
Denial of probate
A will should not be disallowed on dubious grounds.
Article 828
Revocability of wills
• Revocability is an inseparable quality of every will. Wills by their nature are ambulatory
and operative until the death of the testator. It may be altered, revoked or superseded at
any time.
• A will may be revoked at pleasure. Revocation is an act of the mind, terminating the
potential capacity of the will to operate at the death of the testator, manifested by some
outward and visible act or sign, symbolic thereof.
Article 796
Spendthrifts
When a spendthrifts or prodigal is under the guardianship, he can make a will, there being no
disqualification provided by law.
Civil interdiction
A person under civil interdiction can make a will. He is disqualified for dispositions of property
only by act inter vivos but not by act mortis causa.
Article 797
Computation of age
• The law requires the testator to be 18 years of age or over
• The Anglo-American jurisprudence, in the absence of statutory provisions on the manner
of computation, sustains the view that the required age is reached at the commencement
of the day preceding the anniversary of the birthday.
• The Anglo-American __ should be followed in Philippine jurisprudence since the present law
on the capacity of the testators of Anglo-American origin, and the interpretation given in
the jurisdiction of origin should be observed here. This construction, further, is more in
accord with the liberal policy of the law to presume capacity to make a will.
Article 798
Article 777
Article 818
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Background of provision
• The Fuere Real (Ley 9, Tit. 6, Libro 3) allowed this kind of will between husband and wife, if
they have no children.
• The Partidas (Ley 35, Tit. 11, Partida 5) prohibited the same because it might lead to the
commission of parricide.
• Article 669 of the Civil Code was enacted, embodying the provisions of the Partidas, and
making the prohibition more extensive.
• To eliminate all doubts and to establish a definite policy, Article 818 was inserted in the
New Civil Code.
Scope of prohibition
• The real prohibition in the Code refers to the execution of a joint will, or the
expression by two or more testators of their wills in a single document or text and by one
act.
• The law does not invalidate two distinct wills, independent of each other which are
written on the same sheet of paper, one on each side, or even on the same side but
separated by a line between.
Article 784
Prohibited Delegation
• It is the making of the disposition, the expression of the will of the testator that is not
subject to delegation. The testator cannot substitute the mind or will of another for his
own.
• The more mechanical act of drafting the will may be done by a third person, inasmuch as
such act does not constitute a delegation of the will or disposition.
Article 785
Article 786
No delegation
• There is no delegation of the will or testamentary disposition in the cases contemplated by
the article.
• The testator has expressed his will by leaving specific property or sums of money in
general to specified classes or causes.
• The third person entrusted to make the distribution does not make any disposition, but
simply carries out details in the execution of the testamentary disposition made by the
testator himself in his will.
Article 787
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Reason for the provision
To delegate to a third person the power to determine whether a testamentary disposition is
operative is in effect delegating the power to make the testamentary disposition; which is not
permitted.
C. Interpretation of Wills
Article 788
Article 789
Testator’s declaration
• the extrinsic evidence cannot include oral declarations of the testator. Such oral
declarations are inadmissible whether made before or after the execution of the will.
• The reason for the inadmissibility of oral declaration is that the lips of the testators have
been sealed by death and therefore can no longer deny or affirm the truth of what
witnesses may say he declared. To admit such would create confusion and give rise to
false claims.
• By implication, written declarations made by the testator outside the will, are admissible.
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Article 790
Literal meaning
• Respect for the will of the testator constitutes the principal basis of the rules which the law
prescribes for the correct interpretation of all the clauses of the will.
• Words and provisions written in the will must be plainly construed in order to avoid a
violation of his intention and real purpose.
• Questions in court arising in connection with the execution of and compliance with the
testamentary provisions shall be adjusted in harmony with the plain and literal meaning of
the language of the testator, except where it clearly appears that his intention was other
than that actually expressed.
• A translation submitted to the court, made in accordance with the idiomatic usage of the
language from which it is made, will prevail over a literal translation which, while word for
word correct, is not idiomatic.
Article 791
Prevention of intestacy
• Where a will has been executed, the reasonable and natural presumption is that the
testator intends to dispose of all his property.
• The presumption against the intestacy is so strong that courts will adopt any reasonable
construction of a will in order to avoid it. Courts will give the broadest meaning to the
words of bequest when it is necessary to do so in order to prevent intestacy.
Article 792
Article 793
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Observations on article
• The will of the person transmits only properly owned by him at the time of the making so
such will; properly acquired thereafter is transmitted only when it expressly appears in the
will that such is his intention.
• This is contrary to principles expressed in other provisions of the Code. It contravenes the
concepts of heir and of inheritance in the Code.
• The grafting of the provision (taken from the Coe of Civil Procedure, which is of American
extraction), should be construed (to save the law from being inconsistent with itself) as
referring only to devisees and legacies, for these are the testamentary disposition
contemplated in the Code of Civil Procedure.
• Even with the present construction, the present article conflicts with Article 930. the
conflict is irreconcilable.
Article 794
Intention of testator
• When the testator does not state the extent of the interest he gives in the legatee or
devisee or the property transmitted, it is understood that his whole interest passes, no
more and no less.
• But when the testator, under Article 794, may manifest his intention to convey a less
interest, and under Article 929, he may expressly convey a larger interest. In such case,
the intention of the testator will be followed.
Article 930
The possession of the property left by Maria was immediately taken by Leandro Serrano and
continued in possession until the latter’s death. During the lifetime of Serrano, no claim was
made by the legatees in said will. Hence, the trial court ordered the executor of Leandro, Simeon
Serrano, to deliver to the petitioners their respective shares as a legacy.
Issue: whether the court may depart from the strict wordings of the will to give effect the true
intention of the testator.
Held: where the testator’s intention is manifested from the context of the will and surrounding
circumstance, but is obscure by inept and inaccurate modes of expression, the language will be
subordinated to the intention, and in order to give effect to such intention, the court may depart
from the strict wording and read a word in a phrase in a sense different from the strict wording
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on that which is ordinarily attributed to it and for such purpose alter the language of the will,
such as restricting its application on supplying the omitted word or phrase.
It clearly appears that it was Maria Solla’s intention and the letter should comply with her pious
orders and that she did not mean her orders concerning her legacies.
Objective of formalities
Liberalization of the manner of the execution of wills with the end in view of giving the testator
more freedom in expressing his last wishes but with sufficient safeguards and restrictions to
prevent the commission of fraud and the exercise of undue and improper pressure and influence
upon the testator.
1. As to time of execution
2. As to place of execution
Article 17
Execution of contracts
• A contract executed in a foreign state should be tested as to its formal validity by the laws
of that country, and not by the provisions of the Civil Code.
• Matters bearing upon the execution, interpretation, and validity of a contract are
determined by the law of the place where the contract is made.
Foreign judgments
Litigants by mutual agreement cannot compel the courts to approve of their actions or permit
the personal relations of citizens of the Philippines to be affected by the decrees of foreign courts
in a manner which Philippine government believes to be contrary to public order and good
morals.
Article 810
Material to be used
The material on which the will is written is not important
Letters as wills
• A letter which is not for the sole and special purpose of manifesting the last will of the
writer cannot be considered as a holographic will.
• If the writer of the letter addressing himself to a friend, expresses his apprehension of
death, and disposes of his property in the same act, there is a valid holographic will, if it is
written, dated, and signed by the writer. (it is not a letter containing a will, but a will in the
form of a letter).
• If the writer of the letter does not make any definite testamentary disposition, but merely
states that he is contemplating to leave his properties to another person, or is thinking of
instituting a particular individual as his heir, there is no will, but merely a project.
Date of instrument
• The law does not require that the will be completely executed on a single
day, at one time, and in the same ink, because the unity of the act is not a requisite for
this form of wills.
• The exact date, month, and year on which the will was made must be
indicated therein, otherwise it is void for want of an essential requisite.
• The day and month may be indicated by implication, so long as the
designation leaves no room for doubt as to the exact date (e.g. Christmas Day)
• The validity of a holographic will is defeated by the fact that part of the date
is printed.
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• A simple involuntary mistake as to the correct date, when there are other statements or
material elements in the will which fix the date with certainty, does not invalidate the will.
• The court may allow proof of the true date, provided that such proof, which may even be
extrinsic, can have a basis in the will itself.
• The intentional statement of a false date, or a voluntary falsity as to the date of the will, is
equivalent to the inexistence of the date, and nullifies the will, because he true date of
execution cannot be determined on the will itself.
• A date written subsequent to the writing of the will, which is the date on which the will was
actually written, is not a false date. One making a holographic will, incomplete for want of
date, may subsequently complete it by dating it properly.
Time of signing
• The signature must be affixed by the testator on the day the will is written and dated: but
the will can be signed even long after the testamentary disposition have been written.
• There must be a correlation between the signing and the date. The date must indicate on
which the will was perfected, and a date placed on the will long after the signing must be
considered a false date.
Article 815
Article 816
Rules of Court
• Under the Rules of Court, wills proved and allowed in a foreign country, according to the
laws of such country, may be allowed, filed and recorded by proper CFI (RTC) in the
Philippines.
• The probate of the will in the foreign state or country must be proved in the same manner
as any other foreign judgment.
Article 817
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Article 818
Article 819
Facts: September 6, 1923, father Sanchio Abadia, parish priest of Talisay executed a document
purporting to be his last will and testament. He died on October 2, 1946 leaving Andrea Enriquez
as legatee to his properties with an estimated value of P8,000 who thereafter filed a petition to
probate the will. Some cousins and nephew of the deceased filed an opposition.
During the hearings, the said will was known to be a holographic will, which was prohibited at the
time it was executed. However, Enriquez contended that, the NCC should apply wherein it
permits holographic wills because such was the law enforced at the time of death of Father
Abadia.
Issue: whether the validity of the form of the will depend on the law enforced at the time it was
presented for probate?
Held: The validity of a will as to form is to be judged not by the law enforce at the time of the
testator’s death or at the time the supposed will is presented in the court for probate or when
the petition was decided by the court but at the time when the instrument was executed.
By party of reasoning, when one executes a will which is invalid for failure to obscure and follow
the legal requirements at the time of its execution then upon his death he should be regarded
and declared as having died intestate, and his heirs will then inherit by intestate succession; and
no subsequent law with liberal requirements as to execution should be allowed to validate a
defective will and thereby divest the heirs of their vested rights in the estate by intestate
succession. The general rule is that the legislative cannot validate void wills.
Issue: whether the Courts of this jurisdiction are authorized to take judicial notice of the laws of
the various states so the American Union?
Held: The law of foreign jurisdiction do not prove themselves in our courts. The Courts of the
Philippines do not authorize to take judicial notice of the laws of the various states of the
American Union, such laws must be proved as facts. In the case at bar, these requirements of the
law were not met. No evidence was introduced to show that the extract from the laws of West
Virginia was in force at the time alleged will was executed, in addition, the due execution of the
will has not established.
Giberson died in UST concentration Camp in Manila. Spring, son of Giberson opposed the
proceeding claiming that it is void because it does not reflect the true intent of the deceased and
the same was not executed according to the law. (California law requires that the will must be
probated in the place of execution before it be probate din the Philippines.)
Issue: whether the will of Giberson can be probated in the Philippines despite the fact that there
was no showing that the will was probated in the place of execution?
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Held: The will can be probated in the Philippines due to the fact that person has a right to
dispose of his property after death through a will and he is not compelled to execute the will in
the Philippines. He can do so in his own country or anywhere else provided it complies with the
laws of the place where it was executed. The Rules in Civil Procedure respects the right of a
testator to make his will anywhere he likes and the same can be probated here. It is a
substantive right and cannot be negated by rules.
Issue: whether the testamentary heirs of Gervalia have rights even if the will was jointly made?
Held: No, the testamentary heirs of Gervalia shall have no successional rights.
The SC ruled that where a husband and wife executed a joint will and upon the death of the
husband said will was admitted for probate by a final decree of the court although erroneous,
and the wife dies late, it is held that said first decree of probate affects only the husband but
cannot affect the estate of his wife, considering that a joint will being prohibited by law, the
estate of a wife should pass upon her death, to her intestate heirs and not to the testamentary
heirs, unless some other valid will is shown to exist in favor to the latter or unless the
testamentary heirs is the only heir to the wife.
Held: The will maybe probated. Disease as a physical weakness alone does not affect the mental
capacity of the testator, unless it is of such a nature as to render him incapable of knowing what
he is doing. There was no showing that the testator’s decease or physical weakness had affected
him in that nature. Although two testators who are husband and wife, instituted the other as the
Universal heir in their respective wills are not conjoint because they are made in different
instrument. They are therefore valid.
1. As to time
Article 2263
Article 16
Law on succession
• Point of view
o Execution of wills: The formalities of execution of will are generally governed by
the law of the place of execution (Article 17[1])
o Distribution of properties: The distribution of the estate is governed by the law
of the nation of the deceased (Article 16)
• Question on the distribution of the estate
o The order of succession in cases of intestacy
o The intrinsic validity of the testamentary provisions in case of testate succession
o The extent or amount of property which each heir is entitled to inherit
o The capacity of certain heirs to succeed
o Questions of pretirition, disinheritance, and collation
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Reason of the unity of the applicable law
Capistrano: With regard to succession there is only one will, express in testamentary and
presumed in intestate succession. The oneness and universality of the inheritance cannot be
divided or broken up merely because of the different countries where properties of the estate are
situated.
Maria Helen and Bernada opposed the said will, wherein the former contended that she was a
natural child and therefore must be entitled to the said properties, the latter however contended
that although they were not married, they cohabited for 30 years, therefore she should be given
½ of the said properties because of co-ownership.
Issue: whether Bernada is entitled to ½ of the state under the law on co-ownership?
Held: No, Bernada is not entitled to ½ of the properties. Before the Civil Code went into
operation, the court already decided, that when a man and a woman, not suffering from any
impediment to contract marriage, lived together as husband and wife, an informal civil
partnership exist, and each of them has an equal interest in the properties acquired during said
union and is entitled to participate therein said properties were the product of their joint effort.
In the case at bar, aside from the observation of the trial court that Bernada was an illiterate
woman, there appears no evidence to prove her contributions or participation in the acquisition
of the properties involved, therefore following the aforecited ruling the claim of ½ of the
properties cannot be granted. Even assuming for the sake of argument that this case falls under
the provisions of Article 144 of the Civil Code which recognizes the parties as co-owners of the
properties acquired after the act concerned and to no other, for such law cannot be given
retroactive effect to govern those already possessed before August 30, 1950.
Issue: whether the capacity to succeed is governed by the national law of the decedent or under
the law where it is executed?
Held: Capacity to succeed shall be governed by the laws of the decedent. The decedent’s
national law governs the order of succession, the amount of successional rights, the intrinsic
validity of the provision of the will and capacity to succeed. Whatever public policy and good
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customs may be involved in our system of legitimes congress has intended to extend the same
to the succession of foreign nationals.
Article 796
Article 797
Article 798
Article 799
Soundness of mind
• The testator must be of sound mind at the time of the execution of the will
• To be of sound mind means that he is able to execute his will with an understanding of the
nature of the act (e.g. the recollection of the property to be disposed of, of the person who
sits or who might necessarily be the subjects of his bounty, and the manner in which it is
to be distributed among them)
• Soundness of mind, such as will enable a person, under the statute, to make a will, has
relation to the business transacted, namely, the disposition of his property by will. The
instrument propounded is the spontaneous act of a person understanding its nature and
consequence.
• Mere weakness of the mind or partial imbecility from disease of body or from age, by
itself, does not render a person incapable of making a will.
Property of testator
• It does not mean that he must have information in his mind at one time (as persons with
large means rarely know precisely what property they own, and the nature and present
conditions pertaining to each)
• When not lacking in testamentary capacity: An actual mistake of the testator as to the
extent of his property.
• When lacking in testamentary capacity: A testator of such feeble mental condition that the
cannot furnish his attorney details concerning his property, or one so dull and obtuse as
not to know that he owned property.
Effects of infirmity
• Sickness, old age, __, senile debility, blindness, nor poor memory, nor the fact that
somebody had to guide the testator’s hand in order that he might sign, is not by itself
sufficient to establish a presumption of lack of testamentary capacity, when there is
sufficient evidence of the mental sanity of the testator at the time of the execution of the
will.
• The absence of testamentary capacity is not equivalent to insanity. It is enough that the
mental condition be such that there is a want of understanding of the nature and
consequences of the disposition of the will. Actual insanity need not exist.
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• The law does not deal with the causes of unsoundness of mind (e.g. mental disease, senile
dementia, fevers, injuries, drugs, intoxicants, etc.)
• It is the effect of the causes which the law must deal regardless of what the actual cause
may be, and it is the quantity or degree of the effect which the law must determine to
arrive at a decision on the presence or absence of testamentary capacity.
Senile dementia
• Dementia exists where a mind once sound has become weakened or decayed, and when
caused by old age, it is Senile Demetia.
• “Senility” appearing in a death certificate as the cause of death means “infirmity in old
age, trouble proceeding from old age,” and is distinct from “senile dementia” which is the
“peculiar decay of the mental faculties whereby the person afflicted is reduced to second
childhood.”
• To constitute complete senile dementia, there must be such failure of the mind as to
deprive the testator of intelligent action.
• No presumption of incapacity arises merely because of advanced years. Infirmities of old
age (weakness of body and irritability of temper), nor physical condition due to old age
(dryness of skin, emaciated body and trembling lips, and failure to answer greetings
correctly) are not incompatible with competency.
• One of the surest indications of the approach of senile decay is that of loss of memory,
and where such loss of memory is such as to prevent the testator from recalling the value
and extent of his properties, and the persons who would be the natural objects of his
bounty.
Insane delusions
• An insane delusion is a false belief for which there is no foundation in reason, and which
would be incredible to the same person if of sound mind, and of which its victim cannot be
disposed by either evidence or argument.
• It is a belief which no rational man, putting himself as nearly as may be in the same
situation of the insane person, can possibly conceive of himself as entertaining.
• Not every case insane delusion will render one incapable of making a will.
• A testator may have delusions regarding matters which do not affect or concern his
testamentary act and which have no influence upon the disposition which he makes of his
estate.
• The testamentary disposition is void when the delusion touches the subject the matter or
the will: when it pertains to the (1) property, (2) the beneficiaries or those who would
succeed to the property if the will were not made.
• A belief in spiritualism, Christian Science, or any other unusual religious doctrine, or a
belief in witchcraft is not proof of insanity, and does not render a testator incapable of
making a will, unless his mind is so controlled by his peculiar views as to prevent the
exercise of a rational judgment relative to the disposition of his property.
Drugs, intoxicants
• The use of intoxicants, or drugs, does not mean a complete loss of understanding.
• But a person, by superabundance of alcoholic drinks or the excessive use of drugs may be
so mentally obscured, that for the time being, he cannot make a valid will (for
understanding is lacking)
• However, the continued use of intoxicants and drugs may so deaden the mentality that a
lack of mental capacity arise in the testator, and thus in this sense destroy the
testamentary capacity of the testator.
Article 800
Burden of proof
• The obligation to prove mental incapacity of the testator rests upon those who allege such
incapacity.
• Conclusive proof of the mental incapacity and the evident lack of reason and judgment at
the time of the execution of the will must be shown before a will may be set aside on the
ground of the mental incapacity of the testator.
• If the evidence be such as to show the existence of insanity in the testator generally, so
that in the absence of further proof the presumption of sanity would be rebutted, it may
still be shown, in support of the will, that it was made during a lucid interval.
• Evidence of the testator’s insanity before or recently after the execution of the will gives
rise to a presumption of insanity at the time of execution, it would be indispensable to the
validity of the will to show that it was executed during a lucid interval or after the malady
has ceased.
• If the proof of insanity consists in the degree or judgment of a competent court declaring
the testator to be non compos mentis, and placing him under guardianship, the
presumption is and continues until there is judgment or decree by a competent court
declaring his restoration and that he is incompetent to make a valid will (This may be
rebutted by proof showing his insanity at the time of executing the will, even if the
guardianship is repealed).
No presumption of insanity
• The presumption of insanity does not arise when the malady under which the testator
labored was in the nature either accidental or temporary, nor is it raised by the sole fact
the testator committed suicide soon after making the will.
• No presumption of insanity from mere delirium (the direct result of a bodily disease,
generally abates with the fever producing it, and wholly ceases upon the restoration to
health.
• Incapacity will not be presumed from the mere fact that the father and the only child of
the deceased are both insane.
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Article 801
Capacity at execution
• The capacity of the person who leaves a will is to be determined as of the time of the
execution of the will
• The subsequent change in the capacity does not invalidate the will, as long as the testator
was qualified to make the will at the time it was made.
• When the testator did not have capacity at the time of execution, the subsequent
acquisition of capacity does not validate the will.
Article 802
(Taken from Article 905, par 2, of the French Code)
Article 803
(Taken from Article 21 of the California Probate Code)
B. supervening incapacity
Article 801
A. Kinds of Wills
1. The ordinary or attested will
2. Holographic or handwritten will
Noncupative wills (one not written but orally declared by the testator in his last illness, in
contemplation of death and before sufficient number of competent witnesses) is not recognized
in Philippine laws.
Article 804
Common requirements
Requirements apply to both attested and the holographic wills
Must be in writing
• In a holographic will, it must necessarily be written by the hand of the testator himself
• In an ordinary or attested will
o It is immaterial who performs the mechanical act of writing the will, so long as the
testator signs it or has somebody sign his name in his presence
o It may be written out or printed, or partly written and partly printed, engraved or
lithographed.
Proof of knowledge
• There is no statutory requirements that the will should express that the testator knows the
language or dialect used therein. It is a fact which may be established by extrinsic
evidence or proof aliunde.
• Failure of the witnesses to testify that the testator knew the language in which the will is
written does not of itself suffice to give the conclusion that this important requirement has
not been complied with
Attestation clause
• The attestation clause of an ordinary will does not have to be written in a language or
dialect known to the testator
• The language used in the attestation clause does not even have to be known to the
witnesses. It should, however, be translated to them.
• The clause is not part of the testamentary disposition
Article 810
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B. Notarial Wills
1. General Requirements
Article 804
2. Specific Requirements
Article 805
Interpretation of requisites
• The laws on the solemnities should be interpreted to attain the primordial ends
• But one must not lose sight of the fact that it is not the object of the law to restrain and
curtail the exercise of the right to make a will
Sufficient signature
• Any complete sign or design made by the testator upon the material on which the will is
written with the intention that it shall, as a symbol stand for or represent the testator as
the written name would do, is as sufficient a signing as is the writing of the signature in
full.
• A signature by mark will be sufficient, even if at the time of placing it the testator knew
how to write and was able to do so.
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