SUCCESSION COURSE OUTLINE 1 General Provisions (Arts. 774-782) 1. Succession - Definition - Elements e Butte vs. Manuel Uy & Sons, Inc 4 SCRA 526 e NHAvs. Almeida 525 SCRA 383 © Verdad vs. CA 256 SCRA 593 © Limjoco vs. Estate of Fragrante 80 Phil 776 - Object ° Santos vs. Blas 1 SCRA 899 ° Vda de Cabalu vs. Tabu 681 SCRA 625 2. Types of succession - Testamentary succession - Legal or intestate succession - Mixed succession * Parish Priest of Catholic Church of Victoria, Tarlac vs. Rigor L-22036, April 30, 1979 ll. Testamentary Succession (Arts. 782-795) 1. Forms of Wills: - Notarial Will (Arts. 804-809) « Suroza vs. Honrado 110 SCRA 388 * Balonan vs. Abellana 109 Phil 359 ¢ Nera vs. Rimando 18 Phil 450 « Alvarado vs. Gaviola, Jr. 226 SCRA 347 - Holographic Will (Arts. 810-814) © Caneda vs. CA 41 SCRA 968 (1993) e Roxas vs. de Jesus GR No, 38338, January 28, 1985, © Ajero vs. CA 55 SCRA 352 (1994) © Vda de Enriquez vs. Miguel Abadia etal L-7188, August 9, 1954Nn - Joint Wills (Arts. 818) « De la Cerna vs. Rebaca-Potot 12 SCRA 576 Witnesses to a will (Arts. 820-824) * Gonzales vs. CA 90 SCRA 187 In Re: Estate of Watts, Appellate Court of Illinois 67 Ill. App. 3d 463, N.E. 2d 589, 23 Ill Dec. 795 Revocation of wills (Arts. 828-834) © Gago vs. Mamuyac 49 Phil 902 © Testate Estate of Maloto vs.CA 158 SCRA 451 Allowance and disallowance of wills (Arts. 838-839) - Testamentary capacity - Intrinsic and extrinsic validity ¢ Dorotheo vs. CA 320 SCRA 12 © Pastor, Jr. vs. CA 122 SCRA 885 e Jimenez vs. [IAC 184 SCRA 367 * Nepomuceno vs. CA 139 SCRA 206 - Institution and substitution of heirs, compulsory heirs « Delgado Vda de dela Rosa vs. Heirs of Vda de Damian 480 SCRA 334 (2006) ° Austria vs. Reyes 31 SCRA 754 © Dizon-Rivera vs. Dizon 33 SCRA 554 - Preterition (Art. 854) © Aznar vs. Duncan 17 SCRA 590 © Balanay, Jr. vs. Martinez 64 SCRA 454 © Acain vs. IAC 155 SCRA 100 Nuguid vs. Nuguid 17 SCRA 449 - Legitime (Arts. 886-914) « Gamis vs. CA L-10732, May 23, 1959 « Rocha vs. Tuason et al 39 Phil 973 * Gala vs. Ellice Agro Industrial Corp. 418 SCRA 431- Renunciation, repudiation, representation, reserva troncal (Art. 891), iron curtain rule (Art. 992), collation ¢ Mendoza vs. delos Santos 694 SCRA 74 ¢ Chua vs. CFI of Negros Occ. 78 SCRA 414 * Solivio vs. CA 182 SCRA 119 e Edroso vs. Sablan 25 Phil 295 - Disinheritance (Arts. 915-923) a. Requisites ¢ Merza vs. Paras L-4888, May 25, 1953 ° Seangio vs. Reyes 508 SCRA 177 (2006) b. Grounds - Legacies and Devisees (Arts. 924-959) a. Definition b. Distinction between legacies and devisees c. Alternative Legacies and Devisees d. Order of Preference e. Repudiation and Ineffective Legacies and Devisees f. Implied Revocation of Legacies and Devisees Intestate Succession . General provisions 2. Order of intestate succession a. Order of succession to a legitimate decedent b. Order of succession to an illegitimate decedent c. Theory of Exclusion d. Theory of Concurrence e. Problem with Partial Intestacy 3. Intestate succession in the direct descending line a. Legitimate children (Arts. 978-982) b. Illegitimate children (Art. 983) c. Illegitimate children alone or as concurring intestate heirs 4. Intestate succession to an adopted child (Art. 984) a . Intestate succession in the direct ascending line a. Ascendants as secondary intestate heirs (Art. 985)N @ 2 b. Parents as sole intestate heirs (Art. 986) c. Other ascendants as intestate heirs (Art. 987) d. Legitimate ascendants concurring with illegitimate children (Art. 991) Intestate succession to an illegitimate child (Arts. 993-994) The iron curtain rule ¢ Vda de Crisologo vs. CA 137 SCRA 233 © Cacho vs. Udan 13 SCRA 693 Corpus vs. Corpus 85 SCRA 567 ¢ Suntay Ill vs. Cojuangco-Suntay 621 SCRA 142 Successional rights of the surviving spouse © Santillon vs. Miranda 14 SCRA 563 |. Successional rights of collateral relatives |. Classification of collateral relatives . Brothers and sisters (full or half blood) c. Nephews and nieces inherit in their own right or by right of representation os» The state a. Intestate heir by default b. Escheat proceedings c. Beneficiary of the estate d. Reversion of the estate Provision Common to Testate and Intestate Succession iE Right of Accretion (Arts. 1015-1023) a. Definition b. Grounds c. Reason for Accretion d. Coverage e. Avoidance of Accretion f. Accretion in Testamentary Succession g. Accretion in Intestate Succession h. Sharing of Accrued Property i. Effects of Accretion Accretion among Compulsory Heirs.2: + = Capacity to Succeed Absolute and Relative Incapacity Rights of the unborn child Incapacity by Reason of Possible Undue Influence Incapacity by Reason of Morality Incapacity by Reason of Unworthiness Effect of Condonation . Determination of Capacity to Succeed . Representation of the incapacitated heir Acts of the incapacitated heirs, right to reimbursement Prescriptive period relative to issues on incapacity “Tem oao oD . Acceptance and Repudiation of the Inheritance (Arts. 1041-1057) a. Nature and effect of acceptance or repudiation (Arts. 1041-1042) b. Time to accept or repudiate, certainty of death (Art. 1043) © Dimayuga vs. CA 129 SCRA 111 c. Capacity to accept or repudiate (Art. 1044) ° Guy vs. CA 502 SCRA 151 d. Acceptance or repudiation of juridical entities, public official establishment, married women (Arts. 1045-1047) . Literate deaf-mutes (Art. 1048) Form of acceptance (Arts. 1049-1050) |. Form of repudiation (Art. 1051) Effects of repudiation, compared to disinheritance and preterition i. Repudiation in fraud of creditors (Art. 1052) sea>o * Leviste vs. CA 160 SCRA 581 j. Transmissibility of the right to accept (Art. 1053) k. Acceptance and repudiation of multiple heirs (Art. 1054) |. Special rules on repudiation (Arts. 1055-1057) Executors and Administrators (Arts. 1058-1060) « Republic vs. Marcos 595 SCRA 43 e Saguinsin vs. Lindayag 6 SCRA 874 « Eusebio vs. Valmores 97 Phil 163 Collation (Arts. 1061-1077) a. Conceptb. Purpose c. Relevance ¢ Arellano vs. Pascual 638 SCRA 826 d. Concepts e. Dispensing of collation ¢ De Roma vs. CA 152 SCRA 205 f. Imputation of non-collationable donations g. Effect of repudiation on collation h. Treatment of collationable and non-collationable donations with repudiation i. Exclusion of the surviving spouse from the duty to collate j. Persons obliged to collate ¢ Vizconde vs. CA 286 SCRA 217 . Testamentary provisions not subject to collation Grandchildren’s duty to collate, testamentary and intestate succession . When parents are not obliged to collate Donation to spouse not collationable Other collationable gifts Special rule pertaining to wedding gift Collation of joint donations Qualitative equality Disposition of fruits and interests “7 prapoes3 . Partition . Concept of Partition . Co-ownership prior to Partition c. Partition Inter Vivos o9 © Mang-oy vs. CA 144 SCRA 33 © Chavez vs. IAC 191 SCRA 211 © Dimayuga vs. CA 429 SCRA 111 2 |. Right to Demand Partition . Reciprocal Reimbursement among heirs Legal Redemption mo © Alonzo vs. IAC 150 SCRA 261 |. Effects of Partition e~ Reciprocal Warranties Special rules pertaining to receivables Exclusion Warranties . Rescission and Nullity of Partition Causes of annulment or rescission of partition Void partition ° Bautista vs. Bautista 529 SCRA 187 Lesion in partition * Garcia vs. Tolentino 25 Phil 102 Incomplete distribution of the estate |. Exclusion of a compulsory heir in the partition ¢ Non vs. CA 325 SCRA 652 Inclusion of a stranger in partition ¢ De Torres vs, De Torres 28 Phil 9 . Prescription * Cordova vs. Cordova L-9936, Jan. 14, 1948 e Ramos vs. Ramos 45 Phil 362 * Gerona et al vs.de Guzman —_L-19060, May 29, 1964