Succession

I. GENERAL PRINCIPLES
A. Definition and concept of succession - Art. 712, 774, 1311 NCC
1. Estate Of Hemady V Luzon Surety,
2. Alvarez V Iac, G.R. No. L-68053 May 7, 1990
3. National Housing Authority V Almeida, 525 Scra 383
4. Nazareno V Court Of Appeals, 343 Scra 637

B. Subjects Of Succession, Arts. 775, 902, 782, 887, 1003

a) Who Are The Subjects? – Arts. 775, 782
b) Relationship, Arts. 963-969
c) Capacity To Succeed
(i) Determination, Arts. 1034, 1039, 16 (2)
Cayetano V Leonides, 129 Scra 522
(ii) Who May Succeed? Arts. 1024-26, 1029-30
Parish Priest Of Victoria V Rigor, 89 Scra 493
(iii) Who Are Incapable Of Succeeding? Arts. 1027-28, 1031-33
(iv) Effect Of Alienations By The Excluded Heir, Arts. 1038
(v) Prescription Of Action, Art. 1040

C. Object Of Succession, Arts. 776, 781, 1311, 1429, 1178, 1347 Art. 108, RPC
Reyes V Dimagiba, L-5620, July 31, 1954
Estate Of Hemady V Luzon Surety, G.R. No. L-8437 Nov. 28, 1956
Guinto V Medina, 50 O.G., #1
Nazareno V Ca, October 18, 2000
Heirs Of Ureta V Ureta, September 14, 2011

D. Opening of Succession - Art. 777 NCC in relation to Art. 130, 132, 390-391, 533,
1347, 1461, 2253 and 2263 NCC and Art. 84, 86 of the FC
Uson V Del Rosario, No. L-4693, 29 January 1953
Pacio V Billon, No. L-15088, 31 January 1961
Butte V Manuel Uy & Sons, Inc., No. L-15499, 18 February 1962
Salvador V Sta. Maria, No. L-25952, 30 June 1967
Reganon V Imperial, No. L-24434, 17 January 1968
Ramirez V Baltazar, No. L-25049, 30 August 1968
De Borja V Vda. De Borja, No. L-28040, 18 August 1972
Bonilla V Barcena, No. L-41715, 18 June 1976
Go Ong V Court Of Appeals, No. L-75884, 24 September 1987
Heirs Of Spouses Sandejas V Lina, G.R. No. 141634, 5 February 2001
Santos V Lumbao, G.R. No. 169129, 28 March 2007
Reyes V Rtc, G.R. No. 165744, 11 August 2008
Puno V Puno Enterprises, Inc., G.R. No. 177066, 11 September, 2009
Cabalu V Tabu, G.R. No. 188417, September 24, 2012

E. Kinds of Succession - Art. 778-780, 960 NCC in relation to Art. 84 of the FC and
Art. 130, 752, 1347 NCC
1) Testamentary, 779
 2) Legal Or Intestate, 960
3) Mixed, 780
4) Contractual, 130, 1347, 752, Fc 84
Blas V Santos, No. L-14070, 29 March 1961
Vitug V Ca, G.R. No. 82027 March 29, 1990
Characteristics, 783, 839 (3) And (4), 828, 796-798, 777, 818, 784-787.
Interpretation Of Wills, Arts. 788, 789, 790-794, 930
Solla V Ascueta, 49 Phil. 333
Dizon-Rivera V Dizon, No. L-24561, 30 June 1970
Vda. De Villaflor V Juico, No. L-15737, 28 February 1962
Law Governing Form, Arts. 17, 795, 810, 815-819
In Re Will Of Rev. Abadia, 50 O.G. #9, P. 4185
Fleumer V Hix, 54 Phil 610
Estate Of Giberson, 48 O.G. #7, Art. 2657
Dela Cerna V Potot, 12 Scra 576
Law Governing Content, Art. 16, 2263
Estate Of Christensen, 61 O.G. #46, P. 7302
Estate Of Amos Bellis, 20 Scra 358
Cayetano V Leonides, 129 Scra 524

II. TESTAMENTARY SUCCESSION

A. Concept of Wills; Testamentary Capacity and Intent; Notarial Wills; Witnesses to
Wills – Articles 783 to 809, 820-824, 828, 839 (3) & (4), 930 of the Civil Code
Suroza v. Honrado, 110 SCRA 388
Garcia v. Lacuesta, 90 Phil. 489
Matias v. Salud, L-10751, June 23, 1958
Nera v. Rimando, 18 Phil. 450
Icasiano v. Icasiano, 11 SCRA 422
Cruz v. Villasor, 54 SCRA 31
Javellana v. Ledesma, 97 Phil. 258
Taboada v. Rosal, L-36033, November 5, 1982
Garcia v. Vasquez, 32 SCRA 489
Alvarado v. Gaviola, G.R. No. 74695, September 14, 1993
Gonzales v. Court of Appeals, 90 SCRA 183
Guerrero v. Bihis, G.R. No. 174144, April 17, 2007
Lee v. Tambago, A.C. No. 5281, February 12, 2008
Samaniego-Celada v. Abena, G.R. No. 145545, June 30, 2008
Baltazar V Laxa, G.R. No. 174489, April 11, 2012
Lopez V Lopez, G.R. No. 189984, Nov. 12, 2012
Cabalu V Tadu, G.R. No. 188417 , Sept. 24, 2012

B. Holographic Wills; Incorporation of Document by Reference; Codicils;

Revocation of Wills and Testamentary Dispositions; Republication and Revival of
Wills; Allowance and Disallowance of Wills – Articles 804, 810-813, 825-839,
1335, 1337-1338 of the Civil Code
Casiano v. Court of Appeals, 158 SCRA 451
Molo v. Molo, 90 Phil. 37
Rodelas v. Aranza, 119 SCRA 16
 Azaola v. Singson, 109 Phil. 102
Cuenco v. Court of Appeals, L-24742, October 26, 1973
Codoy v. Calugay, 312 SCRA 333
Roberts v. Leonides, 129 SCRA 33
Nepomuceno v. Court of Appeals, 139 SCRA 206
Nuguid v. Nuguid, L-23445, June 23, 1966
Kalaw v. Relova, L-40207, September 28, 1984
In the Matter of the Instestate Estate of Andres de Jesus v. Roxas
Ajero v. Court of Appeals, G.R. No. 106720, September 15, 1994
Dorotheo v. Court of Appeals, G.R. No. 108581, December 8, 1999
Maloles II v. Phillips, G.R. No. 129505, January 31, 2000
Baltazar V Laxa, G.R. No. 174489, April 11, 2012
Rodriguez V Rodriguez, G.R. No. 175720, 11 September 2007
Heirs Lasam V Umengan, G.R. No. 168156, 6 December 2006
Ortega V Valmonte, G.R. No. 157451, 16 December 2005
Palaganas V Palaganas, Gr No. 169144, January 26, 2011
Agtarap V Agtarap, G.R. No. 177099, June 8, 2011

C. Legitime
a) Concept, Art. 886
b) Who Are Entitled To Legitimes: Compulsory Heirs, Arts. 782, 887, 902
Nuguid V Nuguid, 17 Scra 449
Balanay V Martinez, 64 Scra 452
Solano V Ca, 126 Scra 122
Rosales V Rosales, 148 Scra 69
Acain V Ca, 155 Scra 100
Seangio V Reyes, G.R. No. 140372-72, 27 November 2006
J.L.T. Agro V. Balansag, 453 Scra 211
Rep. V Manotoc, G. R. No. 171701, February 8, 2012
Neri V Heirs Of Uy, G.R. No. 194366, Oct. 10, 2012
c) Concurrence Of Compulsory Heirs And Their Corresponding Legitimes,
Arts. 888-890, 892-901, 903, Article 39 P.D. 603, Sec. 18 Rep. Act 8552, Fc
189-190
Baritua V Ca, 82233, March 22, 1990
In Re Petition For Adoption Of Michelle Lim, 1689921, May 1, 2009
In The Matter Of The Adoption Of Stephanie Garcia, 148311, March
31, 2005
In The Matter Of The Intestate Estate Of Suntay, 183053, June 6,
2010
Suntay Vs. Suntay, Gr 183053, October 10, 2012
d) Restrictions Regarding The Legitime – Arts. 904, 872, 905-907, 1347
Ureta V Ureta, 165748, Sept. 14, 2011
e) Determination Or Computation – Arts. 908-913
f) Collation – Arts. 1061-1077
Dizon-Rivera V Dizon, 33 Scra 554
De Roma V Ca, 152 Scra 205
Locsin V Ca, 206 Scra 383
Vizconde V Ca, 118449, Feb. 11, 1998
 Arellano V Pascual, 189776, Dec. 15, 2010
g) Freedom To Dispose Free Portion – Art. 914

D. Preterition – Arts. 854, 906, 855, 918

Escuin V Escuin, 11 Phil 332
Aznar V Duncan, 17 Scra 590
Nuguid V Nuguid, 17 Scra 449
Reyes V Barreto-Datu, 19 Scra 85
Balanay V Martinez, 64 Scra 452
Solano V Ca, 126 Scra 122
Acain V Ca, 155 Scra 100
Ureta V Ureta, Sept. 14, 2011

E. Reserva Troncal – Art. 891

Edroso V Sablan, 25 Phil 295
Sienes V Esparcia, 1 Scra 750
Florentino V Florentino, 40 Phil 480
Padura V Baldovino, 104 Phil 1065
Chua V Cfi, 78 Scra 406
Gonzales V Cfi, 104 Scra 161
De Papa V Camacho, 144 Scra 281
Mendoza V De Los Santos, Gr 176422, March 20, 2013

F. Reserva Adoptiva – Article 39 Of Pd 603 Repealed By Article 254 Of The Family

Code
Banawa v. Mirano, 97 SCRA 517
Teotico v. del Val, 13 SCRA 406
In Re: Adoption of Stephanie Garcia, 454 SCRA 54
(i) Definition, Art 840
(ii) Requisites For Valid Institution Of Heirs. See Art. 785, 787
(iii)Effect If Will Institutes No Heir, Art. 841
(iv) Freedom Of Disposition, Art. 842
(v) Manner Of Designating An Heir, Arts. 843-844 In Rel To 789
(vi) Disposition In Favor Of An Unknown Person, Art. 845
(vii) Disposition In Favor Of A Definite Class, Art. 845 In Rel To
786
(viii) Equality Of Heirs, Art. 846, 848
(ix) Individuality Of Institution, Art. 847
(x) Simultaneity Of Institution, Art. 849
(xi) Institution Based On A False Cause, Art. 850
(xii) Shares In The Institution, Art. 851-853
(xiii) Predecease Of Heirs, Art. 856

Kinds Of Institution
(i) Simple Or Pure, Ncc 777
(ii) Conditional, Arts. 871, 872-874, Rel To 1183, 875-877, 2nd
Par., 1034 3rd Par., 879, 880, 881, 884
Institution With A Term
 (i) Kinds – Art. 885 1st Par.
ii) Effect – Art. 878, 885 2nd Par. In Rel 880
Modal Institution, Arts. 882-883

G. Substitution Of Heirs
a) Concept – Art. 857
b) Kinds –Arts. 858-860, 863-870

H. Legacies And Devises – Arts. 924-959

Fernandez V Dimagiba, 21 Scra 428
Belen V Bpi, L-14474, Oct. 31, 1960
Villanueva V Branoco, Gr 172804, January 24, 2011

III. LEGAL OR INTESTATE SUCCESSION , Arts. 902-903, 960-962, 970-977,

982-1014
A. General Provisions
a) In General
(i) When Does It Take Place? Art. 960
(ii) Who Are The Intestate Heirs? Art. 961
Rosales V Rosales, 148 Scra 69
(iii) Order And Share In The Intestate Succession – 962
De Los Santos V De La Cruz, 37 Scra 555
Bagunu V Piedad, 347 Scra 571
Heirs Of Uriarte V Ca, 284 Scra 511
b) Right Of Representation – Arts. 970-977, 982, 902, 992, 1005-8
Teotico V Del Val, Supra
Diaz V Iac, 150 Scra 645
Abellana V Ferraris-Borromeo, 14 Scra 986
Corpus V Corpus, 85 Scra 567
Delgado V Rustia, 480 Scra 334

B. Order Of Intestate Succession

a) Descending Direct Line, Arts. 895, 903, 983, 988-992, 987-994
Corpus V Corpus, 85 Scra 567
Leonardo V Ca, 120 Scra 890
Diaz V Iac, 150 Scra 645
Manuel V Ferrer, August 21, 1995
Bolanos V Bernarte, G.R. No. 180997, Nov. 17, 2010
Diaz V Iac, 150 Scra 645
De La Puerta V Ca, 181 Scra 861
Suntay V Cojuangco, 621 Scra 142
b) Surviving Spouse – Arts. 995-1002
Santillon V Miranda, 14 Scra 563
c) Ascending Direct Line
(i) Legitimate Parents And Ascendants – Arts. 985-987
(ii) Illegitimate Parents – Art. 993
d) Collateral Line – Arts. 1003-1010
Bicomong V Almanza, 80 Scra 421
 Abellana V Borromeo, 14 Scra 986
e) The State – Arts. 1011-1014

IV . Provisions Common To Testate And Intestate Succession

A. Right Of Accretion
a) Concept - 1015-1017, 1019-1020
b) In Legal Succession – 1018
c) Testamentary - 1022-1023
B. Partition And Distribution Of The Estate, Ncc 1078-1090
*Exclude Arts. 1058-1060
Legasto V Verzosa, G.R. No. L-32344, March 31, 1930
Fajardov Fajardo,G.R. No. L-32195, August 19, 1930
Tuason V Tuason, Gr L-3404, April 2, 1951
Raquel Chavez V Iac, L-68282, Nov. 8, 1990
Alsua Betts V Ca, 92 Scra 332
Doromal V Ca, L-36083, Sept. 2, 1975
Alonzo V Iac, 150 Scra 517
Bautista V Griño-Aquino, 166 Scra 760
De Los Santos V De La Cruz, 37 Scra 555
Ureta V Ureta, Sept. 14, 2011
Notarte V Notarte, G.R. No. 180614, Aug. 9, 2012
Neri Vs Uy, Gr 194366, October 10, 2012
Casilang V Casilang-Dizon, Gr 180269, Feb. 20, 2013

-Nothing Follows-