COURSE OUTLINE SUCCESSION CIVIL LAW REVIEW I NEW ERA COLLEGE OF LAW August 13, 2019 By: Prof. Mauricio C. Ulep GENERAL A, DEFINITION 1. Succession - Art. 774, New Civil Code 1.1 Time when succession takes place Bonilla v. Barcena, 71 SCRA 491 Locsin v. Court of Appeals, 206 SCRA 383 2. Definition of Decedent (Testator) - Art. 775, New Civil Code 3. Heir - Arts. 782, 1026, 1029, New Civil Code - Legatee and Devisee - Kinds of Heirs 4. Inheritance - Art. 781, New Civil Code a. Scope of inheritance - Art. 766, New Civil Code 5. Kinds of succession - Art. 778, New Civil Code a. Heirs succeed not only to rights but also to obligations of the decedent Estate of KH. Hemady v. Luzon Surety, 100 Phil. 389 Alvarez v. Intermediate Appellate Court, 185 SCRA 8 b. Extent of obligation Santos v. Lumbao, 519 SCRA 408 c. Other laws Rule 86, Revised Rules of Court RA 1056 (An Act to Legalize Human Organ Donation or any portion of the human body for medical surgical or scientific purposes) R.A. 7170 (Organ Donation Act of 1991), Art. 89(1), Revised Penal Code Page | 1B. TRANSMISSION OF SUCCESSIONAL RIGHTS (Arts. 777, 533, 1347, 2263, New Civil Code, Arts. 50 and 51, Family Code, connect it with Art. 1138 on prescriptive periods) b.1 Meaning of hereditary succession Estate of the Late Encarnacion Vda. De Panlilio v. Dizon, 536 SCRA 565 b.2 Moment of transmission of rights Heirs of Gregorio Lopez v. DBP, 741 SCRA 153 b.3 Renunciation of future inheritance is not allowed Uson v. del Rosario, 92 Phil. 530 Arrogante v. Deliarte, 528 SCRA 63 b.4 Heir may sell hereditary rights to co-heir De Borja v. Vda. De Borja, 46 SCRA 577 b.5 Property rights in case wife dies pending an action for legal separation Lapuz v. Eufemio, 43 SCRA 177 b.6 Heir only succeeds the decedent after the liquidation of the residue of the estate Pavia, et. al. v. De la Rosa, et. al., 8 Phil. 70 Alfonso v. Andres, 626 SCRA 149 C. KINDS OF SUCCESSION - Arts. 778-780, 960, New Civil Code TESTAMENTARY SUCCESSION A. WILLS 1. Definition (Art. 783, New Civil Code) Vitug v. Court of Appeals, 183 SCRA 755 1.2 Avoid will transmit no rights Aluad v. Aluad, 569 SCRA 697 2. Characteristics of Last Will and Testament a. strictly personal, unilateral and exclusive (Arts. 783, 784-785, 787, 818) b. free, voluntary and intelligent (Art. 839) c. solemn and in writing (Arts. 804-808, 810) d. revocable anytime, anywhere with some exceptions (Arts. 828, Page |2829, 830) e. executed with testamentary capacity and animus testandi (Arts. 796-803} £. bestowal — disposition of property (Arts. 783, 786) 6. Rules on Interpretation of Wills (Arts. 788 to 794) a. Intention of the testator is paramount Vda. De Villanueva v. Juico, 4 SCRA 550 Dizon-Rivera v. Dizon, 33 SCRA 554 b. When an uncertainty arises, the testators intention must be ascertained from the words of the will Rabadilla v. Court of Appeals, 334 SCRA 522 5. Applicable Law on validity 5.1 Extrinsic Validity (Arts. 795, 810, 815-819) 5.1.1 It depends upon law in force at the time of execution Enriquez v. Abadia, 95 Phil. 927 5.2 Intrinsic Validity - Arts. 16, 2263, New Civil Code 5.2.1 Our system of legitimes is not applicable to foreign nationals Bellis v. Bellis, 20 SCRA 358 5.2.2 Condition that is contrary to law is void Miciano v. Brimo, 50 Phil. 867 Cayetano v. Leonidas, 129 SCRA 524 6. Rule on Joint Wills - Arts. 818, 819, New Civil Code De la Cerna v. Rebaca-Potot, 12 SCRA 576 7, Testamentary Capacity and Intent - Arts. 796-803, 807 7.1 Things which the testator must possess to be of sound mind Ortega v. Valmonte, 478 SCRA 247 7.2 State of being forgetful Baltazar v. Laxa, 669 SCRA 249 7.3 82 year old paralyzed and sick man Junguera v. Borromeo, 19 SCRA 656 Page | 37.4 Forms of Wills 7.4.1 In General - Holographic Will - Art. 804, New Civil Code 7.4.2. Purpose in the solemnity of execution of wills Vda. De Ramos v. Court of Appeals, 81 SCRA 393 7.4.3 If the testatrix is illiterate Suroza v. Honrado, 110 SCRA 388 7.4.3 Precision in language desirable but not imperative Testate Estate of Alipio Noble v. Abaja, 450 SCRA 265 7.4.4 Nuncupative wills Matias v. Alvarez, 10 Phil. 398 7.4.5 1s an electronic will valid? Cf. Expertravel & Tours, Inc. v. Court of Appeals, 459 SCRA 147 7.4.6 Is a will executed via a video camera valid? Cf. R.A. 8792 (Electronic Commerce Act of 2000) 8. Notarial Will 8.1 Manner of signing (Art. 805, New Civil Code) 8.1.1 Signing by third person at testator’s request Barut v. Cabacungan, 21 Phil. 461 8.1.2 Inadvertent signing of one page not fatal Icasiano v. Icasiano, 11 SCRA 422 8.1.3 Attestation and subscription defined Taboada v. Rosal, 118 SCRA 195 8.1.4 Failure to state in attestation clause that the testator failed to sign each and every page - guard against perjury Azuela v. Court of Appeals, 487 SCRA 119 8.1.5 Liability of notary public who notarizes a spurious will Lee v. Tambago, 544 SCRA 393 Page | 48.2.6 Lack of signature of 3 witnesses is fatal Cagro v. Cagro, 92 Phil. 1032 8.2.7 Lack of signature of testator Gil v. Murciano, 88 Phil. 260 8.2.8 Pictures and the absence thereof; effect Vda. de Ramos v. Court of Appeals, 81 SCRA393 2 Acknowledged before notary public (Art. 806, New Civil Code) 8.2.1 A notarial will that is not acknowledged is void Garcia v. Gatchalian, 21 SCRA 1056 Guerrero v. Bihis, 521 SCRA 394 8.2.2 Lack of documentary stamp does not invalidate a will Gabucan v. Manta, 95 SCRA 752 8.3 Substantial compliance rule (Art. 809, New Civil Code) Caneda v. Court of Appeals, 222 SCRA 781 Azuela v. Court of Appeals, 487 SCRA 119 Roxas v. De Jesus, Jr., 134 SCRA 245, Rule on disabled testators - Arts. 807-808, New Civil 84 Code 8.4.1 Where testator is blind Garcia v. Vasquez, 32 SCRA 489 8.4.2 Purpose of reading the will twice Alvarado v. Gaviola, Jr., 226 SCRA 347 8.5 On witnesses - Arts. 820-824, New Civil Code 8.5.1 Competent and credible witness compared Gonzales v. Court of Appeals, 90 SCRA 183 8.5.2 Acknowledging officer cannot serve as witness Cruz v. Villasor, 54 SCRA 31 8.5.3 Will may be allowed even if some witnesses do not remember having attested to it Maravilla v. Maravilla, 37 SCRA 673 Page | 58.6 Purpose of an attestation clause Lopez v. Lopez, 685 SCRA 209 8.7 Difference between acknowledgement and attestation Echavez v. Dozen Construction and Development Corporation, 632 SCRA 594 9. Holographic Will 9.1 In General - Arts. 810, 811, New Civil Code 9.1.1 How to prove a holographic will Gan v. Yap, 104 Phil. 509 9.1.2 No witness is required in a holographic will Azaola v. Singson, 109 Phil. 102 9.1.3 Admissibility of a xerox copy of holographic will Rodelas v. Aranza, 119 SCRA 16 9.1.4 Date of the will can be placed in body of will Labrador v. Court of Appeals, 184 SCRA 170 9.1.5 Goal to be achieved under Art. 811 Codoy v. Calugay, 312 SCRA 333 9.1.6 Must be written, dated and signed by testator himself Seangio v. Reyes, 508 SCRA 177 9.2 Formal Requirements - Arts. 812-814, New Civil Code 9.2.1 Unauthenticated alterations or insertions do not invalidate a will Ajero v. Court of Appeals, 236 SCRA 488 Kalaw v. Relova, 132 SCRA 237 10. Codicils and Incorporation by Reference -Arts. 825-827, New Civil Code 10.1 What is a Codicil Cf. Philippine Banking Corp v. Lui She, 21 SCRA 1270 Camaya v. Patulandong, 423 SCRA 480 102. Codicil is revocable anytime Page | 6Alsua-Betts v. Court of Appeals, 92 SCRA 332 11, Revocation of Wills 11.1 Time -Art. 828, New Civil Code 11.2 Place of revocation if done outside the country - Art. 829, New Civil Code 11.3 Ways of revoking a will (Arts 830, New Civil Code} 11.3.1 The law does not require any presumption of revocation Gago v. Mamuyac, 49 Phil. 902 11.3.2 Animus revocandi Casiano v. Court of Appeals, 158 SCRA 451 12. Effectivity of revocation in a subsequent will - Arts. 832-834, New Civil Code 12.1 Doctrine of Dependent Relative Revocation Molo v. Molo, 90 Phil. 37 13. Republication and Revival - Art. 835-837, New Civil Code 14. Allowance and Disallowance of Wills, 14.1 Will must be Probated - Art. 838, New Civil Code 14.2 Law does not allow annulment of a will Gallanosa v. Arcangel, 83 SCRA 676 14.3 Donation between persons living in concubinage or adultery Nepomuceno v. Court of Appeals, 139 SCRA 206 14.4 Courts are limited only to passing on extrinsic validity of will Reyes v. Court of Appeals, 281 SCRA 277 Dorotheo v. Court of Appeals, 320 SCRA 12 14.4.1 However, the court may entertain intrinsic validity of a will Alsua-Betts v. Court of Appeals, 92 SCRA 332 14.5 Requisites for a foreign will to be effective in this country Palaganas v. Palaganas, 640 SCRA 538 14.6 Grounds of Disallowance - Arts. 839, 1331, 1335-1338, New Civil Code, Rule 76, Section 9, Rules of Court Page |714.6.1 Unanimity of witnesses not required Pascual v. Dela Cruz, 28 SCRA 421 B. INSTITUTION OF HEIRS: 1. Institution of Heirs defined - Art. 840, New Civil Code 1.1 Validity of will - Art. 841, New Civil Code 1.2 Classification of Heirs 1 Who are compulsory heirs - Art. 887 2 Illegitimate Children — Art. 287, New Civil Code 3 Adopted children - R.A. 8552 (Domestic Adoption Law), See. 15-18 1.2.4 Art. 189 (3), Family Code 1.3 Extent of grant by one with compulsory heir and one who has none - Art, 842, New Civil Code 1.3.1 Principle of Freedom of Disposition Heirs of Policronio M. Ureta, Sr. v. Heirs of Liberato M. Ureta, 657 SCRA 555 1.3 Effect of false cause for institution of heir - Art. 850, New Civil Code Austria v. Reyes, 31 SCRA 754 1.5 Institution of heirs is not a legacy Nuguid v. Nuguid, et. al, 17 SCRA 449 2. Rule on designation of Heirs - Arts. 843-845, New Civil Code 3. Rule of Equality and designation of shares - Arts. 846-849, New Civil Code 4, Aliquot parts of inheritance - Arts. 851-853, New Civil Code 5. Rule if heir predeceases the testator -Art. 856, New Civil Code 6. Rule on Preterition of heirs - Art. 854, 906, 907, 909-910, 918, New Civil Code a. Preterition defined Agnar v. Duncan, 17 SCRA 590 J.L.T. Agro, Inc. v. Balansag, 453 SCRA 211 b. Distinguished from Disinheritance and effects flowing therefrom Page | 8Nuguid v. Nuguid, et. al., 17 SCRA 449 c. No preterition of surviving spouse Acain v. Court of Appeals, 155 SCRA 100 d. Effects of Preterition Solano v. Court of Appeals, 126 SCRA 122 Morales v. Olondriz G.R. No. 198994, February 3, 2016 d.1 Renunciation of inheritance by widower Balanay, Jr. v. Martinez, 64 SCRA 452 c. Probate of a will must first take place before disinheritance becomes effective Seangio v. Reyes, 508 SCRA 177 8. Substitution of Heirs a. Definition - Art. 857, New Civil Code b. Classification - Art. 858, New Civil Code 1. Vulgar or Simple - Art. 859, New Civil Code Rabadilla v. Court of Appeals, 334 SCRA 522 2. Brief - Art. 860, New Civil Code 3. Reciprocal - Arts. 861-862, New Civil Code 4, Fideicommisary or indirect substitution b.1 Elements - Arts. 863-869, New Civil Code b.2 Requisites of fideicommissary substitution PCIB v. Escolin, 56 SCRA 266 b.3 Purpose of Fideicommissary substitution Crisologo v. Singson, 4 SCRA 491 b.4 Distinction between Fideicommissary and Trust G. De Perez v. Garchitorena and Casimiro, 54 Phil. 431 b.5 Distinction between modal institution and conditional testamentary disposition Rabadila v. Court of Appeals, 334 SCRA 522 b.5.1 Elements of modal institution Page | 9b.6 When may a fideicommissary substitution be void Ramirez v. Vda. De Ramirez, 111 SCRA 704 b.7 Ineffective Fideicommisary Substitutions -Arts. 867-868, New Civil Code Orendain, Jr. v. Trusteeship of the Estate of Dona Margarita Rodriguez, 591 SCRA 285 b.8 Exercise of usufructuary in relation to fideicommissary Vda. De Aranas v. Aranas, 150 SCRA 415 c. Effect - Art. 862, New Civil Code d. When extinguished 9, Testamentary Dispositions a, In General - Arts. 871-872, New Civil Code b. Classification i. Conditional Testamentary Dispositions Cannot affect legitime (Arts. 872, 1080, 1083, New Civil Code) (1) Impossible conditions, conditions contrary to law or good customs - Arts. 873, 727, 1183, New Civil Code (2) Contracting subsequent marriage - Art. 874, New Civil Code (3) Disposicion captatoria - Art. 875, New Civil Code (4) Potestative - Arts. 876, 879, New Civil Code (5) Casual or mixed - Art. 877, New Civil Code (6) Suspensive - Arts. 880, 881, 884. See also Arts. 1179- 1192, New Civil Code ii. Testamentary Dispositions with a Term - Arts. 878, 885, New Civil Code C. LEGITIME, 1. Definition/Concept - Art. 886, New Civil Code) 1.1 Related Laws: Arts. 904 hook it up with Art. 1083 1.2 Conditional Testamentary Dispositions - Art. 872 correlate it with Art. 1347, New Civil Code Page | 101.3 disposition of free portion — Art. 914, New Civil Code 2. Steps in the determination of Legitime (Arts. 908-911, New Civil Code} Mateo v. Lagua, 29 SCRA 864 2.1 Collation ~ Art. 1061, New Civil Code 3. Who are entitled 3.1 Compulsory heirs - Art. 887, New Civil Code 3.2 Illegitimate Children Art. 902, New Civil Code 3.3 Adopted children - R. A. No. 8552 [Domestic Adoption Act of 1998] 3.4 Mere estrangement not a ground to disqualify surviving spouse Baritua v. Court of Appeals, 183 SCRA 565 4, Share among compulsory heirs - Arts. 888-890, 892-903, New Civil Code 5. Renunciation of Future Legitime — Void - Art. 905, New Civil Code 6. Rule on Satisfaction and reduction of legitime (Arts. 906-907, 855, New Civil Code) 7. Table of Legitimes - Formula for Computing the Net Hereditary Share D. RESERVA TRONCAL (Art. 891, New Civil Code) 1. Purpose 2. Four requisites for Reserva Troncal to arise Chua v. CFI of Negros Occidental, Branch V, 78 SCRA 412 3. Nature of property Florentino v. Florentino, 40 Phil. 480 4, Reserva Troncal explained - Gonzales v. Court of First Instance of Manila, 104 SCRA 479 5. Duty of the reservor Edroso v. Sablan, 25 Phil. 295 6. Right of reserve Siones v. Esparcia, | SCRA 750 Page | 117. Persons involved and lines of transmission Solivio v. Court of Appeals, 182 SCRA 119 Mendoza v. Delos Santos, 694 SCRA 74 8. Preference among reservatarios De Papa v. Camacho, 144 SCRA 281 Cano v. director of Lands, 105 Phil. 1 9. Registration of reservable property Sumaya v. Intermediate Appellate Court, 201 SCRA 178 10. Right of reservee affects land registration Gueco v. Vda de Lacson, 9 SCRA 101 11. Other illustrative cases Hollero v. Court of Appeals, 11 SCRA 310 Cabardo v. Villanueva, 44 Phil. 186 E, DISINHERITANCE, 1. How it is made — Art. 916, New Civil Code Seangio v. Reyes, 508 SCRA 177 2. Causes for disinheritance - Art. 919, New Civil Code 2.1 Of parents and ascendants - Art. 920, New Civil Code 2.2 For disinheriting a spouse ~ Art. 921, New Civil Code 3. Who has the burden of proof - Art. 917, New Civil Code 4. Effect of reconciliation - Arts. 922, 923, 1033, New Civil Code 5, Ineffective Disinheritance - Art. 918, New Civil Code 6. Distinction between Preterition and Valid Disinheritance F, LEGACIES AND DEVISES F.1 Scope of things that may be bequeathed or devised ~ Art. 924, New Civil Code F.2 Charges on legatees and diviscs — Arts. 925, 926, New Civil Code F.3 Liability of two or more heirs - Arts. 927, 928, New Civil Code F-4 Legacy of thing belonging to another ~ Arts. 930, 932, 933, New Civil Code F.5 Legacy of credit - Arts. 935, 936, 938, New Civil Code Page | 12F.6 Generic legacy - Art. 937, New Civil Code F.7 Rule in alternative legacies - Arts. 940, 941, New Civil Code F.8 Right of choice — Arts. 942, 943, New Civil Code F.9 Legacy for Education and support ~ Art. 944, New Civil Code F.10 Legacy for pension and usufruct - Arts. 945, 946, New Civil Code F.11 Legacy for specific and non-specific things - Arts. 948, 949 and 958, New Civil Code F.12 Order of payment if estate is insufficient to cover legacies - Art. 950, New Civil Code F,13 Duties of the heirs charged with legacy - Arts. 952 to 956, New Civil Code F.14 When will a legacy or devise be ineffective - Art. 957, New Civil Code F.15 What is Ademption TESTATE SUCCESSION A When may intestate succession take place - Art. 960, New Civil Code. Correlate it with Art. 845 Order of Intestate Succession B.1 Direct Descending Lines - Art. 978, New Civil Code B.2 Ascending Direct Line - Art. 985, New Civil Code B.3 Collateral Relatives — Art. 1003, New Civil Code B.4 Rule of Proximity and right of representation - Arts. 962, par. 1, 987, par. 1, New Civil Code Alviar v. Alviar, 28 SCRA 610 De los Santos v. De la Cruz, 37 SCRA 555 Bagunu v. Piedad, 347 SCRA 571 Delgado Vda de la Rosa v. Heirs of Marciana Rustia Vda. de Damian, 480 SCRA 334 B.5 Equal Division (Arts. 962, par. 2; 1006; 987(2), 986, 987, New Civil Code, Art. 176, Family Code INTESTATE HEIRS (Art. 961, FC, Art. 189-190; R.A. 8552, Sec. 17-18) (Domestic Adoption Act) Rosales v. Rosales, 148 SCRA 69 Page | 13RELATIONSHIP - Art. 963-967, New Civil Code D.1 Division of estate per stirpes Government Service Insurance System v. Custodio 26 SCRA 658 ACCRETION - Art. 968-969, New Civil Code REPRESENTATION F.1 Definition of representation Art. 970, New Civil Code Tumbokon v. Legaspi, 626 SCRA 736 F.2 Children of other descendants shall inherit by right of representation Arts. 980-982, New Civil Code F.3 Right of representation of illegitimate children Art. 902, New Civil Code F.4 Relationship by adoption does not extend to relatives of adopting parent or of adopted child Teotico v. Del Val, 13 SCRA 406 Sayson v. Court of Appeals, 205 SCRA 321 F.4.1 Adopted child is barred from inheriting from the relatives of the adopter De la Puerta v. Court of Appeals, 181 SCRA 861 F.5 Effect of representation - Art. 971, New Civil Code F.6 Qualifications and limitations of representation Arts, 972-977, New Civil Code F.7 A grandchild born outside wedlock cannot by right of representation claim a share of an estate of great parent Reason for the rule Leonardo v. Court of Appeals, 120 SCRA 890 ORDER OF INTESTATE SUCCESSION 1. Descending Direct Line - Arts. 978-984, New Civil Code Hebron v. Loyola, 623 SCRA 231 1.1 How to compute Degree of Affinity and Consanguinity Art. 184, Family Code, Art. 984 New Civil Code Page | 142. Ascending Direct Line - Arts. 985-987, 993, New Civil Code 3. Principle of absolute separation between legitimate family and illegitimate family - Art. 992, New Civil Code Manuel v. Ferrer, 247 SCRA 476 Pascual v. Pascual-Bautista, 207 SCRA 561 4, Illegitimate Children - Arts. 988-994, New Civil Code 4.1 No reciprocal succession between legitimate and illegitimate relatives Corpuz v. Corpuz, 85 SCRA 567 Diaz v. Intermediate Appellate Court, 150 SCRA 645. Motion for Reconsideration denied in 182 SCRA 427 7. Surviving Spouse - Arts. 995-1002, New Civil Code Santillon v. Miranda, 14 SCRA 563 8. Collateral Relatives - Arts, 1003-1010, New Civil Code 6.1 Nephews and nieces entitled to inherit Bicomong v. Almanza, 80 SCRA 421 Abellana-Bacayo v. Ferraris-Borromeo, 14 SCRA 986 6.2 Presence of legitimate, illegitimate or adopted children precludes succession by collateral relatives Carlos v. Sandoval, 574 SCRA 116 7. The State (Arts. 1011-1014, New Civil Code) 7.1 The Law on Escheats ~ Rule 91, Revised Rules of Court 7.2 Art. 1029, New Civil Code 7.3 P.D. 679 dated April 2, 1975 (Unclaimed Bank Balances) 74 Book Ill, title 1, Chapter 4, Sections 12 to 15, Administrative Code of 1987 Orendain, Jr. v. Trusteeship of the Estate of Dona Margarita Rodriguez, 591 SCRA 285 IV. PROVISIONS COMMON TO TESTATE AND INTESTATE SUCCESSION A. RIGHT OF ACCRETION 1. Definition - Art. 1015, New Civil Code . Requisites - Art. 1016-1018, New Civil Code 3. Effects - Art. 1019-1020, New Civil Code 4, When not applicable - Art. 1021-1022, New Civil Code Page | 155. When applicable ~ Art. 1023, New Civil Code B. CAPACITY TO SUCCEED BY WILL OR BY INTESTACY 1. Who may succeed - Arts. 1024-1025, New Civil Code Parish Priest of Roman Catholic Church of Victoria, Tarlac v. Rigor, 89 SCRA 493 2. Who are incapable of succeeding - Arts. 1027 and 1032, New Civil Code 3. Rule on testamentary provisions for the poor, in general ~ Art. 1030, New Civil Code 4. Effect of pardon and condonation due to unworthiness - Art. 1033, New Civil Code 4.1 Unworthy heir - Art. 1037, New Civil Code 5. Person must return hereditary property if incapable of succession - Art. 1038, New Civil Code 6. Governing Law - country of the decedent - Art. 1039, New Civil Code Cayetano v. Leonidas, 129 SCRA 522 7. Prescription for declaration of incapacity - Art. 1040, New Civil Code C. ACCEPTANCE AND REPUDIATION OF THE INHERITANCE 1. Nature of acceptance and repudiation - Art. 1041, New Civil Code 2. Retroactivity - Art. 1042, New Civil Code 3. Requisites - Art. 1043, New Civil Code Borromeo-Herrera v. Borromeo, 152 SCRA 171 4. Capacity of person who repudiates - Arts. 1044-1048, New Civil Code 5. Forms of Acceptance - Art. 1049 6. When will inheritance be deemed accepted - Arts. 1050, 1057, New Civil Code 7. How Repudiation is made - Art. 1051, New Civil Code 8. Effects of Repudiation (Arts. 1052-1056, New Civil Code 9. Distinguished from Waiver of future inheritance (Art. 1347) Page | 169.1 Requisites under Art, 1347 Ferrer v. Diaz, 619 SCRA 226 V. COLLATION VI. A. Definition Vizconde v. Court of Appeals, 286 SCRA 217 B. Two distinct concepts of collation Arellano v. Pascual, 638 SCRA 826 ©. Among compulsory heirs - Arts. 1061-1062, New Civil Code B.1 Exemption of donated properties from collation should be expressly made De Roma v. Court of Appeals, 152 SCRA 205 D. What are not subject to collation - Arts. 1067, 1071-1072, New Civil Code E. Instance where collation will not take place - Art. 1062, New Civil Code Valero Vda. De Rodriguez v. Court of Appeals, 91 SCRA 540 F. Rule on fruits and interests of property subject to collation - Arts. 1073-1077, New Civil Code PARTITION AND DISTRIBUTION OF THE ESTATE ‘A. Rule before Partition - Art. 1078, New Civil Code Alejandrino v. Court of Appeals, 295 SCRA 536 B. Definition - Arts. 1079, 1082, New Civil Code Ancog v. Court of Appeals, 274 SCRA 676 C. PARTITION INTER VIVOS OR BY WILL (Arts. 1080-1081, New Civil Code Dizon-Rivera v. Dizon, 33 SCRA 554 C.1 Options in making a partition Chavez v. Intermediate Appellate Court, 191 SCRA 211 C.2 Will made by an Igorot Mang-oy v. Court of Appeals, 144 SCRA 33 Page [17& C.3 No need to partition if property has been sold Gabila v. Perez, 169 SCRA 517 . HOW AND WHEN EFFECTED - Arts. 1083-1084, New Civil Code Santiago v. Santiago, 627 SCRA 353 EQUALITY SHOULD BE OBSERVED IN PARTITION - Arts. 1085- 1087, 1089-1090, New Civil Code E.1 What is a Project of Partition Vda De Kilayko v. Tengco, 207 SCRA 600 . THE RIGHT TO SEEK FOR PARTITION IS IMPRESCRIPTIBLE Monteroso v. Court of Appeals, 553 SCRA 66 LEGAL REDEMPTION BY CO-HEIRS - Art. 1088, New Civil Code Hermoso v. Court of Appeals, 300 SCRA 516 G.1 Redemption by co-owner inures to the benefit of all other co-owners Mariano v. Court of Appeals, 222 SCRA 736 G.2 Distinct exception to the application of Art. 1088 ‘Alonzo v. Intermediate Appellate Court, 150 SCRA 259 EFFECTS OF PARTITION -Art. 1091-1096, New Civil Code De Los Santos v. De la Cruz, G.R. No. L-29192 February 22, 1971 RESCISSION AND NULLITY (Art. 1097-1105) 1, Causes - Arts. 1097-1099, 1105, New Civil Code Heirs of Ureta v. Heirs of Ureta, 657 SCRA 555 2. Existence of lesion - Arts. 1098-1103, New Civil Code 3. Partition with preterition - Art. 1104, New Civil Code Bautista v. Grifio-Aquino, 166 SCRA 790 END - Page | 18