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Civil Code Art. 130.

The future spouses may give each other in


their marriage settlements as much as one-fifth of their
Art. 390. After an absence of seven years, it being present property, and with respect to their future
unknown whether or not the absence still lives, he shall property, only in the event of death, to the extent laid
be presumed dead for all purposes except for those of down by the provisions of this Code referring to
succession. testamentary succession. (1331a)  See page 14 and
page 16 for Contractual Succession
The absentee shall not be presumed dead for the
purpose of opening his succession till after an absence (A future spouse may agree on the property relations
of five years shall be sufficient in order that his during their marriages. a man and a woman who are
succession may be opened. planning to get married may enter into a contract
defining or providing for their property relations during
Art. 391. The following shall be presumed dead for all
their marriage and we call it prenuptial agreement or
purposes, including the division of the estate among the
marriage settlement.)
heirs:  See page 11

(1) A person on board a vessel lost during a sea voyage, CHAPTER 3


or an aeroplane which is missing, who has not been LEGAL OR INTESTATE SUCCESSION
SECTION 1. - General Provisions
heard of for four years since the loss of the vessel or
aeroplane;
Art. 960. Legal or intestate succession takes place: 
(2) A person in the armed forces who has taken part in See page 15
war, and has been missing for four years;
(1) If a person dies without a will, or with a void will, or
(3) a person who has been in danger of death under one which has subsequently lost its validity;
other circumstances and his existence has not been
known for four years. (2) When the will does not institute an heir to, or
dispose of all the property belonging to the testator. In
Testamentary Succession such case, legal succession shall take place only with
respect to the property of which the testator has not
What is testamentary succession? disposed;
Testamentary succession is defined in this provision:
(3) If the suspensive condition attached to the
Art. 779. Testamentary succession is that which results institution of heir does not happen or is not fulfilled, or
from the designation of an heir, made in a will executed if the heir dies before the testator, or repudiates the
in the form prescribed by law. (n) inheritance, there being no substitution, and no right of
accretion takes place;
What are the rules in testamentary succession?
Any person who is 18 years old and above of sound (4) When the heir instituted is incapable of succeeding,
mind may make a valid last will and testament. except in cases provided in this Code. (912a)

What is a will? Paula Conde v. Casiano Abaya


A will is an act whereby a person is permitted, with the G.R. No. L-4275, 23 March 1909
formalities prescribed by law, to control to a certain
degree the disposition of his estate upon his death. It FACTS:
may either be a holographic will which is one entirely Casiano Abaya, unmarried, the son of Romualdo Abaya
written, dated, and signed by the testator himself and is and Sabina Labadia died on the 1899. Paula Conde, as
subject to no formalities or a notarial will which is a will the mother of the natural children Jose and Teopista
other than a Holographic Will that conform to all the Conde, whom she states she had by Casiano Abaya
requirements of law. moved the settlement of the intestate succession.

Holographic Will is one entirely written, dated, and An administrator has been appointed for the said
signed by the testator himself and is subject to no estate. However, Roman Abaya brother of Casiano
formalities. came forward and opposed said appointment and
claimed it for himself as being the nearest relative of
Notarial Will is a will other than a Holographic Will that the deceased. The court declares Roman Abaya to be
conform to all the requirements of law. the sole heir of Casiano Abaya and to be therefore
entitled to take possession of all the property of said
What is a codicil? estate.
A codicil is a supplement or an addition to a will, made
after the execution of a will and annexed to the will and Paula Conde filed a petition wherein she stated that she
to be taken as part thereof, by any disposition made in acknowledged the relationship alleged by Roman Abaya
the original will is explained, added to, or altered. but that she considered her right was superior to his
and moved for a hearing on the matter. She prayed that
she be declared to have preferential rights to the Compulsory heirs mentioned in Nos. 3, 4, and 5 are not
property left by Casiano Abaya. excluded by those in Nos. 1 and 2; neither do they
exclude one another.
ISSUE: In all cases of illegitimate children, their filiation must
Whether or not the petitioner may enforce an action in be duly proved.
the acknowledgment of the natural child from Casiano
Abaya. The father or mother of illegitimate children of the
three classes mentioned, shall inherit from them in the
RULING: manner and to the extent established by this Code.
The right of action for legitimacy devolving upon the (807a)
child is of a personal character and generally pertains
exclusively to him. Only the child may exercise it at any
time during his lifetime. As exception, and in three cases Art. 854. The preterition or omission of one, some, or all
only, it may be transmitted to the heirs of the child, to of the compulsory heirs in the direct line, whether living
wit: (a) if he or she died during his or her minority, (b) at the time of the execution of the will or born after the
while insane, or (c) after action had already been death of the testator, shall annul the institution of heir;
instituted. but the devises and legacies shall be valid insofar as
they are not inofficious.  See page 28
Art. 173. The action to claim legitimacy may be brought
by the child during his or her lifetime and shall be If the omitted compulsory heirs should die before the
transmitted to the heirs should the child die during testator, the institution shall be effectual, without
minority or in a state of insanity. In these cases, the prejudice to the right of representation. (814a)
heirs shall have a period of five years within which to
institute the action.
Art. 918. Disinheritance without a specification of the
Inasmuch as the right of action accruing to the child to cause, or for a cause the truth of which, if contradicted,
claim his or her legitimacy lasts during his or her whole is not proved, or which is not one of those set forth in
lifetime, he or she may exercise it either against the this Code, shall annul the institution of heirs insofar as it
presumed parents or his or her heirs. The right of action may prejudice the person disinherited; but the devises
which the law concedes to the natural child is not and legacies and other testamentary dispositions shall
transmitted to his ascendants or descendants. be valid to such extent as will not impair the legitime.
ARTICLE 268. The action to claim his legitimacy may be (851a)  See page 28
brought by the child during all his lifetime, and shall be
transmitted to his heirs if he should die during his
minority or in a state of insanity. In these cases the heirs Art. 793. Property acquired after the making of a will
shall have a period of five years within which to institute shall only pass thereby, as if the testator had possessed
the action.  See page 20 it at the time of making the will, should it expressly
appear by the will that such was his intention. (n)  See
The action already commenced by the child is page 28
transmitted upon his death to the heirs, if the
proceeding has not yet lapsed. (118)

Art. 886. Legitime is that part of the testator's property


which he cannot dispose of because the law has
reserved it for certain heirs who are, therefore, called
compulsory heirs. (806)  See page 25

Art. 887. The following are compulsory heirs:

(1) Legitimate children and descendants, with respect to


their legitimate parents and ascendants;

(2) In default of the foregoing, legitimate parents and


ascendants, with respect to their legitimate children
and descendants;

(3) The widow or widower;

(4) Acknowledged natural children, and natural children


by legal fiction;

(5) Other illegitimate children referred to in Article 287.


inherit shares allotted by law. These shares are called
their legitime.

A father died and left behind property. In his last will Who are compulsory heirs?
and testament, he allotted all his property to his The following are the compulsory heirs entitled to the
daughters. The father also left behind a son, but the son legitime:
was not left anything in the will. He was not even (1) Legitimate children and descendants, with respect to
mentioned in the will. their legitimate parents and ascendants;

Can the son question the will and have a rightful share (2) In default of the foregoing, legitimate parents and
of the property his father left behind? ascendants, with respect to their legitimate children
Yes. The will should be opposed. This is a case of and descendants;
preterition which is not allowed by law.
(3) The widow or widower;

What is preterition? (4) Acknowledged natural children, and natural children


Passed over in the will. by legal fiction;

The word “preterition” is derived from two Latin terms: (5) Other illegitimate children.
praeter – beyond or by; and ire – to go or to pass.
Praeterire therefore means to go by, to pass by, or to Except for the spouse, all these are direct compulsory
bypass. It connotes an ignoring, an omitting. heirs because they have a direct line of ancestry
connecting them upwards or downwards to the
Preterition is the total omission of a compulsory heir deceased.
from the inheritance. It consists in the silence of the
testator with regard to a compulsory heir, omitting him Spouses are not direct compulsory heirs.
in the testament, either by not mentioning him at all, or This is important because there is a special rule for
by not giving him anything in the hereditary property, direct compulsory heirs which makes it against the law
but without expressly disinheriting him even if he is to bypass them in a will:
mentioned in the will.
Art. 854. The preterition or omission of one, some, or all
Preterition always involves a situation where there is a of the compulsory heirs in the direct line, whether living
last will and testament. The preterition of a direct at the time of the execution of the will or born after the
compulsory heir in a will goes against the laws of death of the testator, shall annul the institution of heir;
inheritance. but the devisees and legacies shall be valid insofar as
they are not inofficious.
Wills have limits fixed by law.
If the omitted compulsory heirs die before the testator,
When a person dies, the properties he leaves behind the institution shall be effectual, without prejudice to
will be distributed to his heirs. If he made no last will the right of representation.
and testament, then the division of property will be
done according to the default law of legal inheritance. If Adopted kids are also direct compulsory heirs.
he did make a last will and testament, then the It’s worth pointing out that an adopted child is a direct
properties will be divided according to what he wrote in compulsory heir. Adoption gives to the adopted person
his will as long as the will does not violate the limits set the same rights and duties as if he were a legitimate
by law. child of the adopter and makes the adopted person a
legal heir of the adopter. Therefore, an adopted child
A will must follow the law. This is because the right to cannot be preterited.
make a will is granted by law, and it must be
subordinate to law and public policy.[4] Although the What is the effect of preterition?
will of the testator should be recognized, if his act or Preterition is invalid and subjects the will to important
intention is contrary to law, morals, or public policy it consequences. The institution of the heir/s named in
cannot be given effect. the will becomes annulled. The devisees and legacies
can remain valid only insofar as they do not impair the
Legitime legitime.

One of restrictions that Philippine law imposes on wills Considering these nullifications, much or all of the
is that they cannot reduce or take away from the inheritance will necessarily be as if there were no will to
legitime. The legitime is that part of the testator’s direct how the properties are apportioned. The
property which he cannot dispose of because the law properties would therefore be distributed not in
has reserved it for certain heirs. These heirs are called accordance with the will, but according to the default
compulsory heirs.[5] Compulsory heirs are entitled to shares provided by the law in the absence of a will.
How is preterition invoked?
Note that the omission has to be total for preterition to
be invoked so that the will’s institution of the heir is
annulled.

A daughter is a compulsory heir of the direct line, but if


she was merely allotted a smaller share in her father’s
will than her legitime grants her then she was not
preterited. Preterition means total omission.

A different remedy is needed when the inheritance is


less than what was due to the heir.

Her remedy in such a case is found in Articles 906 and


907 of the Civil Code. She can demand that her share be
fully satisfied. She can even demand that it be satisfied
from the testamentary dispositions that infringed on or
diminished her legitime.

Article 906. Any compulsory heir to whom the testator


has left by any title less than the legitime belonging to
him may demand that the same be fully satisfied.

Article 907. Testamentary dispositions that impair or


diminish the legitime of the compulsory heirs shall be
reduced on petition of the same, insofar as they may be
inofficious or excessive.

In any event, these issues should be raised in court


estate proceedings where the inheritance issues are
threshed out.

How does this relate to disinheritance?


Although preterition is not allowed, a direct compulsory
heir can still be disinherited. But disinheritance has to
follow the process set by law.

A testator’s disinheritance of his compulsory heirs can


only be done through a last will and testament, and only
for one of the reasons specified by the Civil Code. The
will which disinherits a compulsory heir must state the
legal cause for the disinheritance.

Disinheritance must be for the reasons allowed for by


law and can only be done in a will.

These exclusive causes for disinheriting a direct


compulsory heir are enumerated in Articles 919 and
920. A valid disinheritance is the only way that living
compulsory heirs can be deprived of their legitime
through a will.

Wills which do not follow the forms, requirements, and


limits set by law will be disputed.

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