Professional Documents
Culture Documents
Succession Book Summary
Uploaded by
Kate Zamora-MundanCopyright
Available Formats
Share this document
Did you find this document useful?
Is this content inappropriate?
Report this DocumentCopyright:
Available Formats
Succession Book Summary
Uploaded by
Kate Zamora-MundanCopyright:
Available Formats
8/21/2019 WILLS - PARAS BOOK SUMMARY.
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
C%6p'.%ry he"r are the per%& h% a&&%t
WILLS & SUCCESSION be depr"ed %+ the"r "&her"ta&e re/ard.e %+
the ".. %+ the"r deede&t$
TITLE IV b. Volunar' succession or $e succession
Succession o $e #ree .orion < I+ a per%& d"e3 h"
etate ha.. be d""ded "&t% 2 part$ O&e part
CHAPTER 1 " the .e/"t"6e h"h " reered +%r h"
General Provisions %6p'.%ry he"r a&d the %ther part " the
+ree p%rt"%& h"h he a& /"e t% a&yb%dy
ARTICLE 77! Succession " a 6%de %+ a7'""t"%& by
"rt'e %+ h"h the pr%perty3 r"/ht a&d %b."/at"%& t% the IV$ As to the extent of right and obligations involved:
ete&t %+ the a.'e %+ the "&her"ta&e3 %+ a per%& are
tra&6"tted thr%'/h h" death t% a&%ther %r %ther e"ther by a. Universal succession or succession 4' an
h" ".. %r by %perat"%& %+ .a$ (&) $eir " the 'e"%& t% the '&"era."ty %r
the a."7'%t p%rt"%& %+ the etate %+ the
deede&t
• Succession " a der"at"e 6%de %+ a7'""t"%&
b. Paricular succession h"h " 'e"%&
"ases o# Succession t% the pe"+" p%rt"%& %+ the pr%perty %+ the
;$ Nat'ra. a deede&t
2$ S%"%-e%&%6" p%t'.ate < pree&t ea.th +r%6 c. Conracual succession happe& he&
be"&/ ta/&a&t +'t're h'ba&d a&d "e /"e t% eah %ther
=$ ,ttr"b'te %+ %&erh"p "& the"r 6arr"a/e ett.e6e&t +'t're pr%perty3
h"h ha.. be e++et"e 'p%& the"r death
• >%re"/&er a& a7'"re .a&d "& the Ph"."pp"&e d. 5rea6 succession " here there " t"..
%&.y "& ae %+ $ere%iar' succession( h"h " 'e"%& ee& "th%'t the "&tere&"&/
'e"%& by %perat"%& %+ .a a&d &%t by a ".. e++et %+ 'e"%&$ @h" happe& he& "& a
deree %+ a&&'.6e&t %r eparat"%& %r &'.."ty
)in%s o# Succession %+ the 6arr"a/e3 the p%'e are %rdered t%
I$ As to effectivity: de."er t% the"r h".dre& the"r pre'6pt"e
a. Iner vivos *%onaion+ < e++et"e d'r"&/ the .e/"t"6e$
."+et"6e %+ the per%&
ARTICLE 77$ I& th" @"t.e3 A%ece%enA " the /e&era.
b. ,oris causa *succession+ < e++et"e 'p%& ter6 app."ed t% the per%& h%e pr%perty " tra&6"tted
the death %+ the per%& thr%'/h 'e"%&3 hether %r &%t he .e+t a "..$ I+ he .e+t a
"..3 he " a.% a..ed the tetat%r$ (&)
• I+ a deed " a d%&at"%&3 there are
erta"& +%r6a."t"e that 6't be %bered • @he %ece%en " the per%& h% d"ed
• I+ a deed " 'e"%&3 the +%r6a."t"e
hether %r &%t he .e+t a "..
".. be d"++ere&t$ I+ "t " a "..3 the per%&
"&te&ded "t t% be a 'e"%& a&d the • @he esaor " the per%& h% d"ed h% .e+t
+%r6a."t"e ha.. %6p.y "th the +%r6a."t"e a "..
%+ a "..
ARTICLE 778! @he "&her"ta&e "&.'de a.. the pr%perty3
- T'.es o# Will: r"/ht a&d %b."/at"%& %+ a per%& h"h are &%t
i! Noarial Will et"&/'"hed by h" death$ (B9)
ii! Holo/ra.$ic Will
• I&her"ta&e " d"++ere&t +r%6 'e"%&
0 %isin/uis$in/ c$aracerisics o# a %onaion bea'e the .atter " a 6%de %+ a7'""t"%&3 by
oris causa2 "rt'e %+ h"h the pr%perty3 r"/ht a&d
;$ It %&ey &% t"t.e %r %&erh"p t% the tra&+eree %b."/at"%& are tra&6"tted$
be+%re the death %+ the tra&+er%r1 %r hat a6%'&t • Pr%perty3 a de+"&ed by .a3 6ay be 'bet
t% the a6e th"&/: the tra&+er%r h%'.d reta"& %+ 'e"%& eept the +%..%"&/:
%&erh"p (+'.. %r &a?ed) a&d %&tr%. %+ the 1. @h%e h"h are %'t"de the
pr%perty %66ere %+ 6e& %r h"h are &%t %&ed by
2$ e+%re h" death3 the tra&+er h%'.d be 6e& (res nullus)
re%ab.e by the tra&+er%r at "..3 ad &'t'6 b't
re%ab"."ty 6ay be pr%"ded +%r "&d"ret.y by 2. @h%e h"h are %&ed by
6ea& %+ a reered p%er "& the d%&%r t% d"p%e eery%&e (res communes)
%+ the pr%pert"e %&eyed =$ @h%e h"h are pr%h"b"ted by
=$ @he tra&+er h%'.d be %"d "+ the tra&+er%r .a
h%'.d 'r"e the tra&+eree 4$ ,&y pr%perty h"h " &%t
I+ thee = harater"t" are pree&t3 the apab.e %+ appr%pr"at"%&
d%'6e&t " &%t a deed %+ d%&at"%& b't rather3 "t "
a "..$ It 6't %6p.y "th the +%r6a."t"e %+ a ".. • @he %&erh"p %+
%r/a& 6ay be tra&+erred by d%&at"%& %r by "..$
II$ As to whether or not there is a will: Ee&
"th3 "+
athe +%r6a."t"e
.%&/ %+ the "..
a the d%&at"%& a are6ade
&%t %6p."ed
"& /%%d
a. Tesaenar' or Tesae Succession < "+ a +a"th3 the ".. %r d%&at"%& " &%t a."d$ It ha.. be
per%& .eae a ".. /"e& e++et "&e the "6p%rta&t e.e6e&t " that
b. Inesae or Le/al Succession 3 "+ a per%& the ".. a 6ade "& /%%d +a"th$
d"e "th%'t .ea"&/ a "..
RIGHTS
III$ As to the transferee or the recipient of the property Purel' Personal Ri/$s
a. Co.ulsor' succession or succession o DENER, RUE: It " &%t tra&6""b.e "&e "t "
$e le/iie < Part %+ pr%perty h"h a&&%t et"&/'"hed by death
be d"p%ed %+ t% a&yb%dy bea'e that p%rt"%& ECEP@ION: It " tra&6""b.e:
" reered t% h" %6p'.%ry he"r$ ,rt".e ;F= >a6".y C%de < @he at"%& t% .a"6
.e/"t"6ay 6ay be br%'/ht by the h".d during
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 1/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
his lifetime and shall be transmitted to the heirs %+ ee&ty-+"e year3 a& abe&e %+ +"e year
should the child die during minority or in a state ha.. be '++""e&t "& %rder that h" 'e"%& 6ay
of insanity $ I& thee ae3 the he"r ha.. hae a be %pe&ed$ (&)
per"%d %+ +"e year "th"& h"h t% "&t"t'te the ,R@ICE =9; (Ne C"". C%de)$ @he +%..%"&/ ha..
at"%&$ be pre'6ed dead +%r a.. p'rp%e3 "&.'d"&/ the
Ea6p.e: d"""%& %+ the etate a6%&/ the he"r:
- r"/ht t% pare&ta. a'th%r"ty (;) , per%& %& b%ard a ee. .%t d'r"&/ a ea
%ya/e3 %r a& aer%p.a&e h"h " 6""&/3 h% ha
- 6ar"ta. r"/ht
- r"/ht %+ a Ch"&ee 6erha&t &%t bee& heard %+ +%r +%'r year "&e the .% %+
the ee. %r aer%p.a&e1
- r"/ht t% %te (2) , per%& "& the ar6ed +%re h% ha ta?e&
Parionial ri/$s part "& ar3 a&d ha bee& 6""&/ +%r +%'r year1
• @hee are r"/ht h"h re+er (=) , per%& h% ha bee& "& da&/er %+ death
t% pr%perty '&der %ther "r'6ta&e a&d h" e"te&e ha
DENER, RUE: @ra&6""b.e &%t bee& ?&%& +%r +%'r year$ (&)
Ea6p.e: at"%& +%r +%r"b.e e&tryG'&.a+'.
deta"&er ,R@ICE 4= (Ne C"". C%de)$ I+ there " a d%'bt3
at"%& t% re%er pr%perty a betee& t% %r 6%re per%& h% are a..ed t%
'eed eah %ther3 a t% h"h %+ the6 d"ed +"rt3
ECEP@IONS:
h%eer a..e/e the death %+ %&e pr"%r t% the
Et"&/'"hed by death a pr%"ded by .a %r %ther3 ha.. pr%e the a6e1 "& the abe&e %+
a/ree6e&t by the part"e (e$ a/e&y3 %66%dat'63 pr%%+3 "t " pre'6ed that they d"ed at the a6e
%&trat %+ .eae) t"6e a&d there ha.. be &% tra&6""%& %+ r"/ht
O"LIGATIONS +r%6 %&e t% the %ther$ (==)
DENER, RUE: @ra&6""b.e
ECEP@IONS: • I+ there are "r'6ta&e h"h p%"&t t% the
;$ P're.y per%&a. t"6e %+ the at'a. death %+ the per%&3 the&3
2. N%&-tra&+erab.e by .a that t"6e here"& there " pr%%+ h%'.d be
3. N%&-tra&+erab.e by %&trat %r a/ree6e&t +.%ed a&d &%t the pre'6pt"%&$
betee& the part"e$
Ea6p.e %+ %b."/at"%& et"&/'"hed by death: • I& the%ry3 the he"r a& "66ed"ate.y d"p%e
;$ Ob."/at"%& t% pay tae %+ the"r pr%pert"e he& the deede&t d"e
bea'e %+ ,rt".e FFF$ 't "& rea."ty3 y%' a&&%t
2. Cr"6"&a. ."ab"."ty "&e the ".. ha t% be pr%bated +"rt$
3. R"/ht t% /"e 'pp%rt • I+ y%' are the %.e he"r3 a.. y%' hae t% d% "
9e4s *- vie:s+ ee'te a& ,++"da"t %+ Se.+-,d'd"at"%& a&d
;$ N%t tra&6""b.e "&e "t " at'a..y the etate +%..% the pr%e pr%"ded by .a
%+ the deeaed h"h pay the debt • I+ there " 6%re tha& %&e he"r3 they 6ay
2$ @ra&6""b.e
are red'ed by bea'e the hare%+%+the
the pay6e&t the debt
he"r ee'te a&d Etra'd""a. ett.e6e&t a6%&/
the6e.e a&d +%..% the pr%e pr%"ded by
(pre+erred "e) .a
ARTICLE 777$ @he r"/ht t% the 'e"%& are tra&6"tted ARTICLE 77<$ S'e"%& 6ay be:
+r%6 the 6%6e&t %+ the death %+ the deede&t$ (BFa) (;) @eta6e&tary1
(2) e/a. %r "&tetate1 %r
• 5eath " a %&d"t"%& +%r (=) #"ed$ (&)
the tra&6""%& %+ a r"/ht by 'e"%&$
ARTICLE 77=$ @eta6e&tary 'e"%& " that h"h
• Wh".e y%'r pare&t are re'.t +r%6 the de"/&at"%& %+ a& he"r3 6ade "& a "..
t".. a."e3 the"r pr%pert"e are t".. %&ed by the6$ ee'ted "& the +%r6 prer"bed by .a$ (&)
What y%' hae " 6ere.y a& inc$oae ri/$ %r a&
e;.ecanc'$ It " &%t a& ab%.'te r"/ht$ Con%iions #or Tesaenar' Succession2
;$ @here 6't be a "..
Con%iions
ri/$2 #or $e ransission o# a successional 2$ @here h%'.d be a de"/&at"%& %+ he"r
=$ @here 6't be %bera&e %+ the +%r6a."t"e
;$ @here h%'.d be death (at'a. %r pre'6ed) %+ the re7'"red
tra&+er%r by .a$
2$ @he r"/ht %r pr%pert"e are tra&6""b.e
=$ @he tra&+eree " a."e PRINCIPLES IN TESTA,ENTAR> SUCCESSION
Presue% 9ea$ 1. @ES@,#EN@,RY SUCCESSION IS PRE>ERRE5
• U&der %rd"&ary "r'6ta&e3 ;0 year OVER IN@ES@,@E SUCCESSION
• ,+ter the a/e %+ F3 year Whe& there " a "..3 the ".. ha t% '&der/%
I& thee 2 "&ta&e3 the 6%6e&t %+ death pr%bate$ Pr%bate " a pr%eed"&/ here"& y%'
" re?%&ed a+ter %r ;0 year3 h"heer " deter6"&e hether %r &%t the ".. a a."d.y
app."ab.e$ ee'ted a&d hether %r &%t the ".. a
ee'ted by per%& h% ha teta6e&tary
• U&der etra%rd"&ary "r'6ta&e3 4 apa"ty$
year @here " &% prer"pt"e per"%d "& the pr%bate
I& th" "&ta&e3 the 6%6e&t %+ death " %+ ".. a .%&/ a there " a "..$
re?%&ed
+r%6 the 6%6e&t %+ d"appeara&e$ 2. 5OU@S #US@ E RESOVE5 IN >,VOR O>
@ES@,CY
,R@ICE =90 (Ne C"". C%de)$ ,+ter a& abe&e %+ I+ there " d%'bt a t% the a."d"ty %+ a "..3 the
ee& year3 "t be"&/ '&?&%& hether %r &%t the "&terpretat"%& here"& the ".. " /"e& e++et
abe&tee t".. ."e3 he ha.. be pre'6ed dead +%r a.. h%'.d be pre+erred$
p'rp%e3 eept +%r th%e %+ 'e"%&$
@he abe&tee ha.. &%t be pre'6ed dead +%r
the p'rp%e %+ %pe&"&/ h" 'e"%& t".. a+ter a& Le/al or Inesae Succession
abe&e %+ te& year$ I+ he d"appeared a+ter the a/e ;$ @here " &% "..
2$ @he ".. " &%t a."d at a..
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 2/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• Le/aee 'eed t% per%&a. pr%pert"e
ARTICLE 7<?$ #"ed 'e"%& " that e++eted part.y by
".. a&d part.y by %perat"%& %+ .a$ (&) • 9evisee 'eed t% rea. pr%pert"e %r
"66%ab.e pr%pert"e %+ the deede&t
W$en i;e% succession occurs2
;$ Whe& the tetat%r +a". t% d"p%e a.. %+ 9isincions 4e:een Heirs & Le/aees an%
h" pr%pert"e "& a ".. 9evisees2
2$ Whe& %+
%+ a.. the pr%perty thethe
".. d%e &%t a."d.y d"p%e
tetat%r HEIRS LEGATEES & 9EVISEES
;$ S'eed by /e&era. ;$ S'eed by pe"a. %r
ARTICLE 7<1$ @he "&her"ta&e %+ a per%& "&.'de &%t %&.y r"/ht %r '&"era. t"t.e t% part"'.ar t"t.e
the pr%perty a&d the tra&6""b.e r"/ht a&d %b."/at"%& a.. %r a& a."7'%t part %+
e"t"&/ at the t"6e %+ h" death3 b't a.% th%e h"h hae the etate
ar'ed theret% "&e the %pe&"&/ %+ the 'e"%&$ (&) 2$ He"r e"t b%th "& 2$ e/atee a&d
teta6e&tary 'e"%& de"ee e"t %&.y "&
• @h" art".e re+er t% a#er@acuire% a&d "&tetate 'e"%& teta6e&tary 'e"%&
.ro.eries$ @h%e are a7'"red +r%6 the 6%6e&t =$ @he he"r3 "+ =$ e/atee a&d
%+ death %&ard ".. be.%&/ t% the de"ee3 %6p'.%ry3 'eed t% de"ee 'eed %&.y by
.e/atee %r the he"r t% h%6 the pr%perty a the "&her"ta&e tetat%r "..
/"e&$ re/ard.e %+ the ".. %+
the deede&t
In$eriance inclu%es2 4$ J'a&t"ty a&&%t be 4$ J'a&t"ty a& ea".y be
• @he pr%perty3 tra&6""b.e deter6"&ed '&t". a+ter deter6"&ed
r"/ht a&d the tra&6""b.e %b."/at"%& %+ the ."7'"dat"%& %+ pr%pert"e
deede&t t% the ete&t %+ the a.'e %+ the %+ the etate
"&her"ta&e1 a&d $ He"r repree&t the $ e/atee a&d
• @h%e pr%pert"e3 %r r"/ht %r 'r"d"a. per%&a."ty %+ de"ee d% &%t
%b."/at"%&3 "+ a&y3 h"h hae ar'ed "&e the the deeaed3 a7'"r"&/ repree&t the 'r"d"a.
%pe&"&/ %+ the 'e"%&$ h" pr%perty3 r"/ht a&d per%&a."ty %+ the
%b."/at"%& deeaed bea'e "t
ARTICLE 7<-! ,& he"r " a per%& a..ed t% the 'e"%&
a7'"re %&.y pr%pert"e
e"ther by the pr%""%& %+ a ".. %r by %perat"%& %+ .a$ B$ He"r 'eed t% the B$ e/atee a&d
5e"ee a&d .e/atee are per%& t% h%6 /"+t %+ rea. re6a"&der %+ the etate de"ee 'eed %&.y t%
a&d per%&a. pr%perty are repet"e.y /"e& by "rt'e %+ a a+ter a.. the debt3 the deter6"&ate th"&/ %r
"..$ (&) de"ee a&d .e/atee a6%'&t /"e&
hae bee& pa"d
Heirs
• @h%e h% 'eed t% the '&"era."ty %+ the I.orance o# %isin/uis$in/ $eirs #ro
r"/ht3 pr%pert"e a&d %b."/at"%& %+ the deede&t le/aees an% %evisees2
• @hey are &%t /"e& pe"+" p%rt"%& %+ the 1. Whe& there " preter"t"%&3 the
pr%perty b't a."7'%t hare instituted voluntary heirs d% &%t /et a&yth"&/$
@he legatees/devisees reta"& the pr%pert"e /"e&
"&d %+ He"r: t% the6 a .%&/ a the .e/"t"6e " &%t "6pa"red$
• Co.ulsor' or #orce% $eirs 2. Whe& there " "&a."d d""&her"ta&e3
are per%& h% are &%t depr"ed %+ the"r the instituted voluntary heir /et &%th"&/ h".e
"&her"ta&e '&.e there are a'e t% d""&her"t the %&e h% ree"ed pr%pert"e by ay %+ .e/ay
the6 a&d the a'e are pr%"ded by .a! %r de"e reta"& the pr%perty /"e& t% the6 a
LEGITI,E " that p%rt"%& %+ the pr%perty3 r"/ht a&d .%&/ a the .e/"t"6e %+ the %6p'.%ry he"r are
%b."/at"%& %+ the deede&t h"h y%' a&&%t 't &%t "6pa"red$
d"p%e %+ bea'e the .a reered "t +%r the
%6p'.%ry he"r$ CHAPTER -
• Le/al or inesae $eirs are Tesaenar' Succession
he"r h% "&her"t by %perat"%& %+ .a$ @he per%&
d"e "th%'t a "..$ Volunar'( esaenar' or SECTION 1
esae $eirs are he"r h% ".. "&her"t bea'e %+ Wills
the ".. %+ the deede&t$
SU"SECTION 1
Wills in General
• ,.. %6p'.%ry he"r are .e/a.
he"r$ 't &%t a.. .e/a. he"r are %6p'.%ry he"r$ ARTICLE 7<0! , ".. " a& at hereby a per%& "
Whe& a per%& d"e "th%'t a "..3 the&3 the per6"tted3 "th the +%r6a."t"e prer"bed by .a3 t% %&tr%.
%6p'.%ry he"r 'eed by %perat"%& %+ .a$ I+ t% a erta"& de/ree the d"p%"t"%& %+ h" etate3 t% ta?e
there " a ".. b't the ".. " &%t a."d3 the&3 the e++et a+ter h" death$ (BBFa)
%6p'.%ry he"r 'eed by %perat"%& %+ .a "&e
the ".. " d"re/arded$ • @he 6a?"&/ %+ a ".. " a& at by h"h a
•
@he +ree p%rt"%& 6ay be /"e& t% a&yb%dy per%& " per6"tted by .a t% rep%e h" pr%perty
eept th%e h% are pr%h"b"ted by .a t% "&her"t e++et"e 'p%& h" death$ It " &%t a 6%de %+
+r%6 the deede&t$ I+ there " a "..3 the +ree tra&+err"&/ pr%perty bea'e that " 'e"%&$
p%rt"%& " /"e& t% the %.'&tary he"r It d%e &%t a.% %&"t %+ pr%perty3 r"/ht a&d
• PRETERITION happe& he& a d"ret ."&e %r a %b."/at"%& bea'e that " "&her"ta&e$
%6p'.%ry he"r " %6"tted +%r6 the "..$ @he e++et • , :ill " a& "&tr'6e&t here"& erta"&
" the ".. a&&%t be /"e& e++et$ S%3 there ha.. be d"p%"t"%& are 6ade by per%& t% e++et 6%rt"
"&tetay here"& the ".. " d"re/arded a&d a "+ a'a
the per%& d"ed "th%'t a "..$ • @h'3 "t 6ay be a& %r a& "&tr'6e&t
Le/aee or 9evisee Eleens o# a Will2
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 3/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
;$ It " tr"t.y a per%&a. at 3. @hee pe"+" pr%perty %r '6 %+ 6%&ey are
It a&&%t be de.e/ated t% a th"rd per%&$ @he .e+t "& /e&era. t% pe"+" .ae %r a'e
d"p%"t"%& %+ the ".. h%'.d be the d"p%"t"%& %+ the 4$ @here " the de"/&at"%& %+ the per%&3
per%&$ S"&e "t " per%&a.3 "..-6a?"&/ ha.. &%t be "&t"t't"%& %r etab."h6e&t t% h%6 'h
6ade "& p'b."$ Ee& "+ a ".. " a?&%.ed/ed be+%re pr%perty %r '6 %+ 6%&ey are t% be /"e& %r
a &%tary p'b."3 a ".. " &%t a p'b." d%'6e&t$ Ee& app."ed
a &%tary p'b." " &%t re7'"red t% ?eep a %py %+ the
2$"..$
@here 6't be a&"6' teta&d" ("&te&t t% 6a?e a 9isincion 4e:een Aricle 7< an% Aricle 7<82
"..) Aricle 7< Aricle 7<8
O&e h%'.d ?&% that the e++et %+ 'h @he he"r3 .e/atee %r @here " &% 'h he"r3
d%'6e&t " t% tra&+er %&e pr%pert"e t% a de"ee are &a6ed$ .e/atee %r de"ee that "
part"'.ar per%& 6e&t"%&ed "& the d%'6e&t$ &a6ed
=$@he 6a?"&/ %+ a ".. " a tat't%ry r"/ht3 &%t a &at'ra.
@here " &% pe"+" @here " pe"+" pr%perty
r"/ht
pr%perty %r '6 %+ %r '6 %+ 6%&ey$
4$It " a %.e6& %r +%r6a. at
6%&ey$
>%r the ".. t% be a."d3 eah +%r6 ha.. %6p.y
What " de.e/ated " the @here " a deter6"&at"%&
"th the r'.e prer"bed by the Ne C"". C%de$
deter6"&at"%& %+ the %+ the per%&3
$It " a '&".atera. at
p%rt"%& h"h ha.. /% t% etab."h6e&t %r
@he tetat%r a&&%t %&d"t"%& the a."d"ty %+ h"
the &a6ed he"r3 .e/atee "&t"t't"%& %r t% h%6 the
".. 'p%& the %&e&t %+ a&%ther$
%r de"ee$ pe"+" pr%perty %r '6
B$@he tetat%r 6't be apa"tated t% 6a?e a "..
F$It " +ree +r%6 "t"ated %&e&t %+ 6%&ey " t% be /"e& %r
app."ed$
8$It " ee&t"a..y re%ab.e a&d a6b'.at%ry
9$It " a& "&d""d'a. at3 a d"t"&/'"hed +r%6 a %"&t at
ARTICLE 7<7! @he tetat%r 6ay &%t 6a?e a
@he ".. 6't %&ta"& the at %+ %&.y %&e
teta6e&tary d"p%"t"%& "& 'h 6a&&er that a&%ther
per%&$ %"&t ".. are pr%h"b"ted$ per%& ha t% deter6"&e hether %r &%t "t " t% be %perat"e$
;0$ It d"p%e %+ the tetat%r etate "& a%rda&e t% (&)
h" "he
;;$ It " e++et"e 6%rt" a'a
Aricle 7< Aricle 7<7
@h" re+er 6%re t% the @h" re+er 6%re %& the
ARTICLE 7<! @he 6a?"&/ %+ a ".. " a tr"t.y per%&a. at1
"&t"t't"%& %+ the he"r$ de"/&at"%& %r d"p%"t"%&
"t a&&%t be .e+t "& h%.e %r "& part t% the d"ret"%& %+ a th"rd
per%&3 %r a%6p."hed thr%'/h the "&tr'6e&ta."ty %+ a& %+ the pr%pert"e$ @h" "
a/e&t %r att%r&ey$ (BF0a) &%t a."d bea'e the
d"p%"t"%& " 'bet t%
the ".. %+ a = rd per%&$
•
H%.%/raph"
r"tte&3 dated a&d".. "/&ed
are 'pp%ed
"& the t% be e&t"re.y
ha&d %+ the Whether %r &%t a
d"p%"t"%& ha.. be a."d
tetat%r$ Ee& the 6eha&"a. at %+ dra+t"&/ the
a&&%t be .e+t t% the "..
".. a&&%t be de.e/ated t% a th"rd per%&
%+ a =rd per%&$
• , t% &%tar"a. "..3 the 6eha&"a. at %+
dra+t"&/ the ".. a& be de.e/ated t% a th"rd per%&$
ARTICLE 7<<! I+ a teta6e&tary d"p%"t"%& ad6"t %+
't the %&te&t %+ the ".. 6't be the d"p%"t"%&
d"++ere&t "&terpretat"%&3 "& ae %+ d%'bt3 that "&terpretat"%&
%+ the tetat%r h"6e.+ by h"h the d"p%"t"%& " t% be %perat"e ha.. be
pre+erred$ (&)
ARTICLE 7<! @he d'rat"%& %r e++"ay %+ the de"/&at"%& %+
he"r3 de"ee %r .e/atee3 %r the deter6"&at"%& %+ the
p%rt"%& h"h they are t% ta?e3 he& re+erred t% by &a6e3 • @he ".. 6't be "&terpreted ."bera..y "& +a%r
a&&%t be .e+t t% the d"ret"%& %+ a th"rd per%&$ (BF0a) %+ a."d"ty
• I& the "&terpretat"%& %+ the "..3 the "he %+
the tetat%r " the +"rt a&d pr"&"pa. .a
Tesaenar' acs :$ic$ canno 4e %ele/ae% o ARTICLE 7<=! Whe& there " a& "6per+et der"pt"%&3 %r
$ir% .ersons: he& &% per%& %r pr%perty eat.y a&er the der"pt"%&3
6"ta?e a&d %6""%& 6't be %rreted3 "+ the err%r
;$ @he d'rat"%& %+ de"/&at"%& %+ the he"r3 appear +r%6 the %&tet %+ the ".. %r +r%6 etr"&"
de"ee %r .e/atee e"de&e3 e.'d"&/ the %ra. de.arat"%& %+ the tetat%r a
2$ @he e++"ay %+ the de"/&at"%& %+ the he"r3 t% h" "&te&t"%&1 a&d he& a& '&erta"&ty ar"e 'p%& the
de"ee %r .e/atee +ae %+ the "..3 a t% the app."at"%& %+ a&y %+ "t pr%""%&3
=$ @he deter6"&at"%& %+ the p%rt"%& h"h the the tetat%rK "&te&t"%& " t% be aerta"&ed +r%6 the %rd
he"r3 de"ee3 %r .e/atee are t% ta?e3 he& %+ the "..3 ta?"&/ "&t% %&"derat"%& the "r'6ta&e
re+ereed t% by &a6e '&der h"h "t a 6ade3 e.'d"&/ 'h %ra. de.arat"%&$
(&)
ARTICLE 7<8! @he tetat%r 6ay e&tr't t% a th"rd per%&
the d"tr"b't"%& %+ pe"+" pr%perty %r '6 %+ 6%&ey that he
6ay .eae "& /e&era. t% pe"+"ed .ae %r a'e3 a&d a.%
the de"/&at"%& %+ the per%&3 "&t"t't"%& %r etab."h6e&t - )IN9S O5 A,"IGUIT>
t% h"h 'h pr%perty %r '6 are t% be /"e& %r app."ed$ ;$ PATENT OR EBTRINSIC A,"IGUIT> 3
(BF;a) appear %& the +ae %+ the ".. "te.+$
2$ LATENT OR INTRINSIC A,"IGUIT> < d%e
• What " e&tr'ted t% a th"rd per%& " the &%t appear %& the +ae %+ the "..$ ,6b"/'"ty "
d"tr"b't"%& %+ pe"+" pr%perty %r '6 %+ 6%&ey d"%ered by ea6"&at"%& %'t"de the "..$
Reuisies o# Aricle 7<82 6in%s o# Laen or inrinsic a4i/ui'
1. @he tetat%r e&tr't t% a th"rd per%& ;$ I6per+et der"pt"%& %+ the he"r3 .e/atee %r
de"ee
2. @he d"tr"b't"%& %+ pe"+" pr%perty %r '6 %+ 2$ I6per+et"%& der"pt"%& %+ the pr%perty t% be
6%&ey /"e&
=$ Whe& 2 %r 6%re per%& 6eet the der"pt"%&
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 4/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
4$ Whe& 2 %r 6%re th"&/Gpr%pert"e 6eet the ARTICLE 7=0! Pr%perty a7'"red a+ter the 6a?"&/ %+ a
der"pt"%& ".. ha.. %&.y pa thereby3 a "+ the tetat%r had p%eed
"t at the t"6e %+ 6a?"&/ the "..3 h%'.d "t epre.y appear
Ho: o resolve $e a4i/uiies by the ".. that 'h a h" "&te&t"%&$ (&)
1. Inrinsic Evi%ence < Y%' 're the a6b"/'"ty
by ea6"&"&/ the "..$ Y%' ea6"&e the %rd • ,rt".e F9= %er th%e a+ter-a7'"red
'ed "& the "..$ pr%pert"e a+ter the ee't"%& %+ the ".. 'p t% the
2. E;rinsic Evi%enceDEvi%ence Aliun%e < t"6e,rt".e
%+ the F8
death
%er pr%pert"e ar""&/ +r%6 the
•
E"de&e that " &%t +%'&d "& the ".. b't +%'&d 6%6e&t %+ death %&ard
%'t"de %+ the "..3 'h a .etter3 d%'6e&t3
• ,rt".e F9= %&.y app."e t% de"e a&d
per%& %r "&et"/at"%&
.e/a"e a&d &%t t% "&her"ta&e bea'e
"&her"ta&e %6pr"e the '&"era."ty %r a&
Oral evi%ence
a."7'%t p%rt"%& %+ the etate
• S'pp%ed %ra. de.arat"%& %+ the
tetat%r a&&%t be 'ed bea'e the tetat%r " DENER, RUE: O&.y th%e pr%pert"e %&ed by the
a.ready dead tetat%r at the time of the execution %+ the ".. are
• Ora. tet"6%&"e %+ %ther per%& a& "&.'ded$ @h%e a7'"red a+ter the ee't"%& %+ the
be 'ed +%r a .%&/ a they are &%t tet"+y"&/ %& the ".. are e.'ded$
'pp%ed %ra. de.arat"%& %+ the tetat%r ECEP@IONS:
;$ I+ the tetat%r epre.y pr%"de "& h" "..
9ea% ,ans Saue that pr%pert"e a7'"red ,>@ER the ee't"%& %+
•
I& a& at"%& here a .a"6 " +".ed a/a"&t the the ".. are "&.'ded$
etate3 here the p.a"&t"++ " the .a"6a&t a&d the 2$ ,rt".e 8=B < the e++et %+ the ee't"%& %+ a
de+e&da&t " the ee't%r %+ the deeaed per%&3 %d"".
b%th part"e are pr%h"b"ted t% tet"+y a t% =$ ,rt".e 9=0 < .e/ay %r de"e be.%&/"&/ t%
%6eth"&/ h"h the deeaed a"d "& h" ."+et"6e a&%ther per%& " %"d a a /e&era. r'.e bea'e
the tetat%r a&&%t /"e hat he d%e &%t %&$
ARTICLE 7=?! @he %rd %+ a ".. are t% be ta?e& "& the"r 't "+ the tetat%r .ater a7'"re the %&erh"p3
%rd"&ary a&d /ra66at"a. e&e3 '&.e a .ear "&te&t"%& t% the .e/ay %r de"e a& be /"e& e++et
'e the6 "& a&%ther e&e a& be /athered3 a&d that %ther 4$ ,rt".e 9= < .e/ay %+ red"t %r re6""%& %+
a& be aerta"&ed$
@eh&"a. %rd "& a ".. are t% be ta?e& "& the"r teh&"a.
debt
e&e3 '&.e the %&tet .ear.y "&d"ate a %&trary
"&te&t"%&3 %r '&.e "t at"+at%r".y appear that the ".. a ARTICLE 7=! Eery de"e %r .e/ay ha.. %&ey a.. the
dra& %.e.y by the tetat%r3 a&d that he a '&a7'a"&ted "&teret h"h the tetat%r %'.d de"e %r be7'eath "& the
"th 'h teh&"a. e&e$ (BFa) pr%perty d"p%ed %+3 '&.e "t .ear.y appear +r%6 the "..
that he "&te&ded t% %&ey a .e "&teret$ (&)
Or%inar' Ters
DENER, RUE: D"e "t a& %rd"&ary %r ."tera. 6ea&"&/ DENER, RUE: ,.. %+ the tetat%r r"/ht "& a
ECEP@ION: I+ there " a& "&te&t"%& t% /"e "t a&%ther pr%perty are tra&6"tted bea'e "t " pre'6ed that
6ea&"&/ the tetat%r "&te&ded t% d"p%e h" h%.e "&teret "&
the pr%perty$
Tec$nical Ters ECEP@IONS:
• @hee are 'ed by per%& e&/a/ed "& 1. I+ "t .ear.y appear "& the ".. that the
pe"a."!ed at""t"e "& erta"& +"e.d %r pr%+e"%& tetat%r 6ere.y "&te&d t% %&ey a .e "&teret
DENER, RUE: D"e "t a teh&"a. 6ea&"&/ 2. I+ the tetat%r .ear.y pr%"ded that he
ECEP@IONS: %&ey a /reater "&teret
;) I+ the tetat%r h"6e.+ 6ade the ".. a&d "t " ery =$ @he tetat%r a& a.% /"e pr%perty h"h he
.ear that he " '&a7'a"&ted %r '&+a6"."ar "th the ?&% " &%t %&ed by h"6
ter6
2) I+ "t " rea..y
teh&"a. the%rd"&ary
%rd a& "&te&t"%& %+ the tetat%r t% /"e the
6ea&"&/ ARTICLE
'p%& the 7=! @he a."d"ty
%bera&e %+ the %+ a "..
.a a t% at
"& +%re "t the
+%r6t"6e
depe&d
"t "
6ade$ (&)
ARTICLE 7=1! @he %rd %+ a ".. are t% ree"e a&
"&terpretat"%& h"h ".. /"e t% eery epre"%& %6e e++et3 )in%s o# vali%i' o# :ills2
rather tha& %&e h"h ".. re&der a&y %+ the epre"%& 1! 5OR,AL or EBTRINSIC VALI9IT> < re+er t% the
"&%perat"e1 a&d %+ t% 6%de %+ "&terpret"&/ a "..3 that " t% +%r6 a&d %.e6&"t"e a&d the +%r6a."t"e that hae
be pre+erred h"h ".. pree&t "&tetay$ (&) t% be %&+%r6ed a&d %6p."ed "th "& the ee't"%&
%+ the "..$
- .ars o# Aricle 7=12
;$ @he ".. 6't be "&terpreted a a h%.e -! INTRINSIC VALI9IT> < re+er t% the .e/a."t"e %+
2$ @etay +a%red %er "&tetay the pr%""%& %+ "..$
ARTICLE 7=-! @he "&a."d"ty %+ %&e %+ eera. d"p%"t"%& EBTRINSIC VALI9IT>
%&ta"&ed "& a ".. d%e &%t re'.t "& the "&a."d"ty %+ the %ther
d"p%"t"%&3
%'.d &%t hae'&.e
6ade"t'h
" t% be d"p%"t"%&
%ther pre'6ed that
"+ thethe
+"rttetat%r
"&a."d ,R@ICE ;F NEW CIVI CO5E$ @he +%r6 a&d
%.e6&"t"e %+ %&trat3 "..3 a&d %ther p'b."
d"p%"t"%& had &%t bee& 6ade$ (&) "&tr'6e&t ha.. be /%er&ed by the .a %+ the
%'&try "& h"h they are ee'ted$
DENER, RUE: @he "&a."d d"p%"t"%& ".. &%t a++et Whe& the at re+erred t% are ee'ted be+%re
the a."d %&e$ @he ".. re6a"& a."d$ the d"p.%6at" %r %&'.ar %++""a. %+ the Rep'b."
ECEP@ION: E&t"re ".. " "&a."dated %r the a."d %+ the Ph"."pp"&e "& a +%re"/& %'&try3 the
d"p%"t"%& are "&a."dated " "+ "t " the "&te&t"%& %+ the %.e6&"t"e etab."hed by Ph"."pp"&e .a ha.. be
%bered "& the"r ee't"%&$
tetat%r that b%th the a."d a&d "&a."d d"p%"t"%& are
Pr%h"b"t"e .a %&er&"&/ per%&3 the"r at
t% be "&d"""b.e3 'h that the %ther d"p%"t"%& a&&%t %r pr%perty3 a&d th%e h"h hae +%r the"r %bet
be /"e& e++et "+ the %ther d"p%"t"%& t'r& %'t t% be p'b." %rder3 p'b." p%."y a&d /%%d 't%6 ha..
"&a."d$ &%t be re&dered "&e++et"e by .a %r 'd/6e&t
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 5/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
pr%6'./ated3 %r by deter6"&at"%& %r %&e&t"%& "th th" &e b%dy %+ .a a&d by the R'.e %+
a/reed 'p%& "& a +%re"/& %'&try$ (;;a) C%'rt1 b't the teta6e&tary pr%""%& ha.. be
arr"ed %'t "&%+ar a they 6ay be per6"tted by
E;rinsic Vali%i' can 4e vie:e% #ro - .oins2 th" C%de$ @here+%re3 .e/"t"6e3 better6e&t3
a! Vie:.oin o# TI,E < the etr"&" a."d"ty %+ a ".. .e/a"e a&d be7'et ha.. be repeted1
h%eer3 the"r a6%'&t ha.. be red'ed "+ "& &%
depe&d 'p%& the %bera&e %+ the .a e&+%red at %ther 6a&&er a& eery %6p'.%ry he"r be /"e&
the t"6e the ".. " 6ade3 &%t at the t"6e %+ death a&d h" +'.. hare a%rd"&/ t% th" C%de$ (R'.e ;2a)
&%t
a&d at the epeted
" &%t t"6e %+ pr%bate$
t% ?&% @etat%r
hat .a a&&%t p%"b.y
".. /%er& "& Ea6p.e: , ".. a ee'ted "& ;9;0 "th%'t
the +'t're$ /""&/ a&yth"&/ t% h" "..e/"t"6ate h".d$ I+ he d"ed
4$ Vie:.oin o# PLACEDCOUNTR> '&der the O.d C"". C%de3 the "..e/"t"6ate h".d d%e
"$ @etat%r " a >"."p"&% h% &%t hae a 'e"%&a. r"/ht$ I+ he d"ed '&der the
ee'te a ".. "& the Ph"."pp"&e < Ne C"". C%de3 "..e/"t"6ate h".dre& hae
Ph"."pp"&e .a ha.. be app."ed 'e"%&a. r"/ht$ S"&e the tetat%r d"ed d'r"&/
""$ @etat%r " a >"."p"&% h% the e++et""ty %+ the Ne C"". C%de3 the ".. "
ee'te a ".. abr%ad be+%re the "&tr"&"a..y %"d$
d"p.%6at" %r %&'.ar %++""a. %+ the
Ph"."pp"&e < Ph"."pp"&e .a ha.. be app."ed 4$ Vie:.oin o# PLACEDCOUNTR> 3 .a e&+%red
"""$ @etat%r " a >"."p"&% h% " the &at"%&a. .a %+ the deede&t
ee'te a ".. abr%ad &%t be+%re a
d"p.%6at" %r %&'.ar %++""a. %+ the
,R@ICE ;B NEW CIVI CO5E$ Rea. pr%perty a
Ph"."pp"&e e.. a per%&a. pr%perty " 'bet t% the .a %+
A. a %+ the p.ae here the %'&try here "t " "t'ated$ "atd200
he 6ay be < ,rt".e 8; H%eer3 "&tetate a&d teta6e&tary
'e"%&3 b%th "th repet t% the %rder %+
B. a %+ the p.ae here 'e"%& a&d t% the a6%'&t %+ 'e"%&a.
he ee'te the ".. < ,rt".e ;F r"/ht a&d t% the "&tr"&" a."d"ty %+ teta6e&tary
C. Ph"."pp"&e .a < ,rt".e pr%""%&3 ha.. be re/'.ated by the &at"%&a. .a
8; %+ the per%& h%e 'e"%& " '&der
%&"derat"%&3 hateer 6ay be the &at're %+ the
"$ @etat%r " a& a."e& h% pr%perty a&d re/ard.e %+ the %'&try here"&
ee'te a ".. abr%ad a"d pr%perty 6ay be +%'&d$ (;0a)
,$ a %+ the p.ae here
the ".. " ee'ted < ,rt".e ;F - Procee%in/s i# a .erson %ies :i$ a :ill2
$ a %+ the p.ae %+ h" ;$ Pr%bate pr%per < pr%eed"&/ "&t"t'ted t%
re"de&e %r d%6"".e < ,rt".e 8;B deter6"&e the /e&'"&e&e a&d a'the&t""ty
C$ a %+ h" %& %'&try %+ a "..$ It " %&er&ed %&.y "th the
%r &at"%&a."ty < ,rt".e
5$ 8;B .a < ,rt".e
Ph"."pp"&e etr"&" a."d"ty %+ the "..$
2$ 5"tr"b't"%& pr%eed"&/ < "&tr"&" a."d"ty %+
8;B the ".. " %&"dered
$ @etat%r " a& a."e& h%
ee'te a ".. "& the Ph"."pp"&e DENER, RUE: >%re"/& .a 6ay &%t be ta?e&
A. a %+ the p.ae here 'd""a. &%t"e %+ a&d ha t% be pr%e& ."?e a&y %ther
the ".. " ee'ted (Ph"."pp"&e) < +at "& d"p'te betee& the part"e "& a&y pr%eed"&/
,rt".e ;F ECEP@IONS:
$ a %+ h" %& %'&try ;$ I+ the +%re"/& .a are "th"& the at'a.
%r &at"%&a."ty < ,rt".e 8;F ?&%.ed/e %+ the %'rt1 %r
2$ Whe& thee .a hae bee& %&"dered
ARTICLE <1! Whe& a >"."p"&% " "& a +%re"/& %'&try3 he " be+%re by the %'rt "& a pre"%' ae a&d the
a'th%r"!ed t% 6a?e a ".. "& a&y %+ the +%r6 etab."hed by part"e d% &%t %pp%e a t% the %&"derat"%& %+
the .a %+ the %'&try "& h"h he 6ay be$ S'h ".. 6ay be the %'rt a t% the e"te&e %+ the +%re"/& .a$
pr%bated "& the Ph"."pp"&e$ (&)
ARTICLE <18! @he ".. %+ a& a."e& h% " abr%ad pr%d'e
Insances :$en $e inrinsic vali%i' o# :ills o#
e++et "& the Ph"."pp"&e "+ 6ade "th the +%r6a."t"e prer"bed #orei/ners is /overne% 4' P$ili..ine la:s
by the .a %+ the p.ae "& h"h he re"de3 %r a%rd"&/ t% the 1! 9OCTRINE O5 PROCESSUAL PRESU,PTION
+%r6a."t"e %bered "& h" %'&try3 %r "& %&+%r6"ty "th th%e I& the abe&e %+ e"de&e %+ +%re"/& .a3 "t
h"h th" C%de prer"be$ (&) " pre'6ed that "t " the a6e a Ph"."pp"&e .a$
-! RENVOI 9OCTRINE *re#errin/ 4ac6+
ARTICLE <17! , ".. 6ade "& the Ph"."pp"&e by a "t"!e& %r @he tetat%r " a Ph"."pp"&e re"de&t a&d a
'bet %+ a&%ther %'&try3 h"h " ee'ted "& a%rda&e &at"%&a. %+ a&%ther %'&try$ @he &at"%&a. .a %+
"th the .a %+ the %'&try %+ h"h he " a "t"!e& %r 'bet3
a&d h"h 6"/ht be pr%ed a&d a..%ed by the .a %+ h" %&
the deede&t ay that the "&tr"&" a."d"ty %+ a
%'&try3 ha.. hae the a6e e++et a "+ ee'ted a%rd"&/ t% ".. h%'.d be /%er&ed by the d%6""."ary .a %r
the .a %+ the Ph"."pp"&e$ (&) the .a %+ h" re"de&e %r d%6"".e$ He&e3
Ph"."pp"&e .a ".. be app."ed$
• @he .e/".at're a&&%t a."date a %"d "..
SU"SECTION -
INTRINSIC VALI9IT> Tesaenar' Ca.aci' an% Inen
Inrinsic Vali%i' can 4e vie:e% #ro - .oins2
a! Vie:.oin o# TI,E < .a e&+%red at the t"6e %+ • Tesaenar' .o:er re+er t% the r"/ht %r
the death %+ the deede&t pr"".e/e /"e& by the tate t% the "&d""d'a. t%
ee'te "..$
,R@ICE 22B= NEW CIVI CO5E$ R"/ht t% t he • Tesaenar' ca.aci' re+er t% the
"&her"ta&e %+ a per%& h% d"ed3 "th %r "th%'t a
"..3 be+%re the e++et""ty %+ th" C%de3 ha.. be 7'a."+"at"%& %+ a per%& t% ee'te a "..$
/%er&ed by the C"". C%de %+ ;8893 by %ther • , per%& 6ay hae teta6e&tary p%er b't
pre"%' .a3 a&d by the R'.e %+ C%'rt$ @he &% teta6e&tary apa"ty
"&her"ta&e %+ th%e h%3 "th %r "th%'t a "..3 d"e
a+ter the be/"&&"&/ %+ the e++et""ty %+ th" C%de3
ha.. be ad'd"ated a&d d"tr"b'ted "& a%rda&e
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 6/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• @here are per%& h% hae teta6e&tary be "&a&e3 the per%& h% 6a"&ta"& the a."d"ty %+ the "..
apa"ty b't they d% &%t hae teta6e&tary p%er3 6't pr%e that the tetat%r 6ade "t d'r"&/ a .'"d "&tera.$
."?e "& %6e %ther %'&tr"e (&)
• 't they 6ay be 'ed "&terha&/eab.y
W$en esaor is .resue% o# unsoun% in%2
)IN9S O5 TESTA,ENTAR> CAPACIT> (;) Whe& the tetat%r3 %&e 6%&th3 %r .e3 be+%re
6a?"&/ h" ".. a p'b.".y ?&%& t% be "&a&e1
1. Acive Tesaenar' Ca.aci' < re+er t%
the 7'a."+"at"%& %+ per%& t% ee'te ".. (2) Whe&
be+%re the tetat%r
6a?"&/ h" "..1 a 'd""a..y de.ared "&a&e
2. Passive Tesaenar' Ca.aci' < re+er t% (=) Whe& the tetat%r ha I&a&"ty %+ a /e&era. %r
the 7'a."+"at"%& %+ per%& t% ree"e by "rt'e %+ per6a&e&t &at're h%& t% hae e"ted at %&e t"6e$
a "..$ @h" %'.d be d"'ed 6%re eha't"e.y
'&der the hapter %& the apa"ty t% 'eed$ Ho: o esa4lis$ evi%ence o# soun%ness o#
in%
ARTICLE 7=8! ,.. per%& h% are &%t epre.y pr%h"b"ted
by .a 6ay 6a?e a "..$
1. Y%' 6ay 'e the tet"6%&y %+ the &%tary
p'b."
2$ @he tet"6%&y %+ the attet"&/ "t&ee
• @eta6e&tary apa"ty " the /e&era. r'.e =$ @he tet"6%&y %+ the atte&d"&/ phy""a&
4$ @he tet"6%&y %+ %ther "t&ee
ARTICLE 7=7! Per%& %+ e"ther e '&der e"/htee& year
%+ a/e a&&%t 6a?e a "..$ (&)
ARTICLE <?1! S'pere&"&/ "&apa"ty d%e &%t
Ho: %o 'ou co.ue 1< 'ears "&a."date a& e++et"e "..3 &%r " the ".. %+ a& "&apab.e
a."dated by the 'pere&"&/ %+ apa"ty$ (&)
1! T$eor' un%er $e S.anis$ La:
U&der the Spa&"h .a3 the ;8th b"rthday h%'.d • @etat%r 6't be %+ '&%'&d 6"&d ,@ @HE
hae paed %r %66e&ed be+%re the per%& a& @I#E %+ the ee't"%& %+ the "..
ee'te a "..$ We +%..% Spa&"h a
-! T$eor' un%er $e Aerican La: • @h" " the PRINCIPLE O5 SUPERVENING
It " '++""e&t that the day preed"&/ %&e CAPACIT>
b"rthday ha a.ready %66e&ed$
0! T$eor' un%er $e Civil Co%e ARTICLE <?-! , 6arr"ed %6a& 6ay 6a?e a ".. "th%'t
Y%' are a.ready ;8 year %.d 4 day be+%re y%'r the %&e&t %+ her h'ba&d3 a&d "th%'t the a'th%r"ty %+ the
b"rthday bea'e '&der the C"". C%de3 ; year " %'rt$ (&)
=B day$ ,&d "& ;8 year3 there are 4 .eap year$
S%3 4 day pr"%r t% y%'r b"rthday3 '&der the C"". ARTICLE <?0! , 6arr"ed %6a& 6ay d"p%e by ".. %+
a.. her eparate pr%perty a e.. a her hare %+ the %&'/a.
C%de3 y%' are a.ready ;8 year %+ a/e$
part&erh"p %r ab%.'te %66'&"ty pr%perty$ (&)
ARTICLE 7=<! I& %rder t% 6a?e a ".. "t " ee&t"a. that the
tetat%r be %+ %'&d 6"&d at the t"6e %+ "t ee't"%&$ W$a can $e arrie% :oan or an %is.ose%
o# in a :ill
;$ HeGhe 6ay d"p%e %+ h"Gher eparate pr%perty1
ARTICLE 7==$ @% be %+ %'&d 6"&d3 "t " &%t &eeary that
the tetat%r be "& +'.. p%e"%& %+ a.. h" rea%&"&/ +a'.t"e3 %r
%r that h" 6"&d be h%..y '&br%?e&3 '&"6pa"red3 %r 2$ HeGhe 6ay d"p%e %+ h"Gher hare "& the
'&hattered by d"eae3 "&'ry %r %ther a'e$ %&'/a.G%66'&"ty pr%perty$
It ha.. be '++""e&t "+ the tetat%r a ab.e at the t"6e %+
6a?"&/ the ".. t% ?&% the &at're %+ the etate t% be
d"p%ed %+3 the pr%per %bet %+ h" b%'&ty3 a&d the • I+ the p%'e d"p%e %+ the e&t"re
harater %+ the teta6e&tary at$ (&) %66'&"ty pr%perty3 the d"p%"t"%& " %&.y a."d
"th repet t% the p%rt"%& perta"&"&/ t% the hare
0 Reuisies o# a soun% in%2 %+ the p%'e h% " the tetat%r$ @he re6a"&"&/
;$ @he tetat%r 6't ?&% the &at're %+ the etate t% p%rt"%& be%6e "&a."d$ 't "+ the p%'e ?&%
be d"p%ed %+ that he %r he ha &% r"/ht t% d"p%e %+ the hare
2$ He 6't ?&% the pr%per %bet %+ h" b%'&ty %r h" %r her p%'e b't t".. he %r he pr%"de "&
=$ He 6't ?&% the harater %+ the teta6e&tary at the ".. that 'h p%rt"%& %r the e&t"re p%rt"%& be
/"e& t% a erta"& per%&3 "& that ae3 y%' "..
9e/rees o# ,enal Inca.aci' or Inca.aci' .ear& .ater %& that "t " a."d$ What " t% be d%&e
;$ Id"%t < IJ aera/e %+ 21 %&/e&"ta..y a&d " +%r the etate t% a7'"re the %ther p%rt"%&$
"&te..et'a..y de+""e&t1 %&"dered a %+ '&%'&d
6"&d "& 'e"%& SU"SECTION 0
2$ I6be".e < IJ aera/e %+ 2B t% 01 6e&ta..y 5ors o# Wills
de+""e&t1 %&"dered a %+ '&%'&d 6"&d "&
'e"%& - )in%s o# Wills2
=$ #%r%& < IJ aera/e %+ ; t% F01 they a& d% 1. OR9INAR> OR NOTARIAL WILL < that
read"&/ a&d r"t"&/1 they a& be e.+-'pp%rt"&/1 h"h re7'"re3 a6%&/ %ther th"&/3 a&
%&"dered a %+ %'&d 6"&d "& 'e"%& attetat"%& .a'e a&d a?&%.ed/e6e&t be+%re
a &%tary p'b."$ @h" ".. " %rd"&ar".y ee'ted
DENER, RUE: @eta6e&tary "&apa"ty "&a."date
the h%.e ".. "th the a"d %+.a'e$
a&d attetat"%& a .ayer$ @here are "t&ee
ECEP@ION: I+ the "&apa"ty pr%eed +r%6 a de.'"%& 2. HOLOGRAPH OR HOLOGRAPHIC WILL <
%& a part"'.ar 'bet a&d the pr%d't %+ 'h de.'"%& ".. h"h are EN@IREY r"tte&3 dated a&d
6"/ht be de.ared "&a."d "th%'t a++et"&/ %ther "/&ed "& the ha&dr"t"&/ %+ the tetat%r$ @h"
p%rt"%& %+ the ".. a.% re7'"re NO attetat"%& .a'e %r "t&ee
%r a?&%.ed/6e&t$
ARTICLE <??! @he .a pre'6e that eery per%& " %+
%'&d 6"&d3 "& the abe&e %+ pr%%+ t% the %&trary$
ARTICLE <?! Eery ".. 6't be "& r"t"&/ a&d ee'ted
@he b'rde& %+ pr%%+ that the tetat%r a &%t %+ %'&d
"& a .a&/'a/e %r d"a.et ?&%& t% the tetat%r$ (&)
6"&d at the t"6e %+ 6a?"&/ h" d"p%"t"%& " %& the per%&
h% %pp%e the pr%bate %+ the "..1 b't "+ the tetat%r3 %&e
6%&th3 %r .e3 be+%re 6a?"&/ h" ".. a p'b.".y ?&%& t% • N% 'h th"&/ a %ra. ".. "& the Ph"."pp"&e
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 7/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• Nuncu.aive Wills are ".. %ra..y 6ade by C%&"t "& "t&e"&/ the @he "/&"&/ %+ the
tetat%r "& %&te6p.at"%& %+ death a&d be+%re tetat%r ee't"%& %+ the "t&ee &a6e 'p%&
%6pete&t "t&ee$ N'&'pat"e ".. are &%t ".. "& %rder t% ee a&d the a6e paper +%r the
re%/&"!ed "& the Ph"."pp"&e$ ta?e &%te 6e&ta..y that p'rp%e %+
th%e th"&/ are d%&e "de&t"+"at"%& %+ 'h
• @he pre'6pt"%& " that the tetat%r ?&e the
.a&/'a/e 'ed "& r"t"&/ the ".. h"h the tat'te re7'"re paper a a "..
+%r the ee't"%& %+ the ".. ee'ted by the
• @here " &% tat't%ry re7'"re6e&t that the "..
h%'.d a..e/e that the .a&/'a/e 'ed there"& " a&d that the
the tetat%r "/&at're
e"t %+
a a +at$ tetat%r$
'&dert%%d by the tetat%r
#e&ta. at %+ the e&e$ #eha&"a. at %+ the
• @here " &% &eed t% tate "& the ,ttetat"%& Y%' ee3 6e..3 +ee. et$ ha&d$
.a'e that the ".. " "& the .a&/'a/e %r d"a.et
@he p'rp%e " t% re&der @he p'rp%e "
?&%& t% the tetat%r
aa".ab.e pr%%+ %+ the "de&t"+"at"%&$
• @hat the ".. " "& a .a&/'a/e ?&%& t% the a'the&t""ty %+ the ".. a&d
tetat%r a& be pr%ed by etr"&" e"de&e %r "t d'e ee't"%&$
ee& by par%. %r %ra. e"de&e @he at %+ the "t&ee #ay be the at %+ the
• I+ the ".. " ee'ted "& the .%a."ty here the tetat%r he& the
tetat%r ."e3 "t " pre'6ed that "&deed the tetat%r "/& the "..
tetat%r d'r"&/ h" ."+et"6e ?&e %r '&dert%%d the %r the "t&ee "+ the
.a&/'a/e %r d"a.et "& that .%a."ty "t&ee a++"ed the"r
• @he tetat%r 6't ?&% the .a&/'a/e %r d"a.et$ "/&at're "& the "..$
N% a6%'&t
the de+et %+ "&terpretat"%& %r ep.a&at"%& ".. 're @%
thatattet a "..
"t a " t% ?&%
p'b."hed a @% 'br"be
p'b."hed a aa "..
paper"
• ,ttet"&/ "t&ee are &%t re7'"red t% ?&% 'h a&d t% ert"+y the +at %&.y t% r"te %& the
the .a&/'a/e 'ed "& the b%dy %+ the ".. re7'"red t% %&t"t'te a& a6e paper the&
at'a. %r .e/a. p'b."at"%&$ &a6e %+ the "t&ee
+%r the %.e p'rp%e %+
ARTICLE <?! Eery "..3 %ther tha& a h%.%/raph" "..3
6't be 'br"bed at the e&d there%+ by the tetat%r h"6e.+ "de&t"+"at"%&$
%r by the tetat%rK &a6e r"tte& by %6e %ther per%& "& h"
pree&e3 a&d by h" epre d"ret"%&3 a&d atteted a&d Tess o# Presence
'br"bed by three %r 6%re red"b.e "t&ee "& the a$ @et %+ ""%&
pree&e %+ the tetat%r a&d %+ %&e a&%ther$ b$ @et %+ p%"t"%&
@he tetat%r %r the per%& re7'eted by h"6 t% r"te h" $ @et %+ 6e&ta. apprehe&"%&
&a6e a&d the "&tr'6e&ta. "t&ee %+ the "..3 ha.. a.%
d$ @et %+ aa".ab.e e&e
"/&3 a a+%rea"d3 eah a&d eery pa/e there%+3 eept the
.at3 %& the .e+t 6ar/"&3 a&d a.. the pa/e ha.. be &'6bered
%rre.at"e.y "& .etter p.aed %& the 'pper part %+ eah pa/e$ 0! T$e esaor or $e .erson
@he attetat"%& ha.. tate the &'6ber %+ pa/e 'ed 'p%& reuese% 4' $i o :rie $is nae an% $e
h"h the ".. " r"tte&3 a&d the +at that the tetat%r "/&ed cre%i4le :inesses o# $e :ill s$all si/n
the ".. a&d eery pa/e there%+3 %r a'ed %6e %ther per%& eac$ an% ever' .a/e o# $e :ill( on $e le#
t% r"te h" &a6e3 '&der h" epre d"ret"%&3 "& the pree&e ar/in( e;ce. $e las .a/e
%+ the "&tr'6e&ta. "t&ee3 a&d that the .atter "t&eed
• #ar/"&a. "t&ee are a.%
a&d "/&ed the ".. a&d a.. the pa/e there%+ "& the pree&e
%+ the tetat%r a&d %+ %&e a&%ther$ the 'br"b"&/ "t&ee
I+ the attetat"%& .a'e " "& a .a&/'a/e &%t ?&%& t% the • P'rp%e %+ the "/&"&/ at the
"t&ee3 "t ha.. be "&terpreted t% the6$ (&) .e+t-ha&d 6ar/"& %+ the ".. " t% "de&t"+y the
pa/e a&d t% pree&t +ra'd
;$ ,rt".e 80 %&.y app."e t% &%tar"a. ".. DENER, RUE: ,be&e %+ "/&at're %& the +"rt
2$ @he re7'"re6e&t '&der ,rt".e 80 are t% be pa/e %+ the ".. "&a."date the "..$
tr"t.y %&tr'ed ECEP@IONS:
;$ I+ the ".. %&ta"& %&.y %&e pa/e3 the&
5oral Reuireens un%er Aricle <?2 .%/"a..y that %&e pa/e a.ready ha the "/&at're
1! Su4scri4e% a $e en% 4' $e %+ the tetat%r bea'e he " re7'"red t% "/& at
esaor $isel# or $e esaors nae is the e&d %+ the d"p%"t"%& a&d that a.% %&ta"&
:rien 4' soe o$er .erson in $e .resence the "/&at're %+ the "t&ee "& the attetat"%&
an% un%er $e e;.ress %irecion o# $e .a'e$
esaor 2. I&aderte&t ."+t"&/ %+ pa/e$
• S'br"pt"%& 6ea& the
phy"a. at %+ "/&"&/ ! All $e .a/es s$all 4e nu4ere%
• E-"/&at're a&&%t be a++"ed correlaivel' in leers .lace% on $e u..er
"& a ".. bea'e e-"/&at're are app."ab.e .ar o# eac$ .a/e
%&.y t% tra&at"%& a&d %&trat • , .%&/ a "t the pa/e &'6ber
• S"/&at're 6't appear &%t the ha a phy"a. .%at"%&3 the ".. " t".. a."d$
phy"a. e&d b't at the .%/"a. e&d %+ the ".. @he pa/e &'6ber 6ay ee& be "&%rp%rated
• @he pree&e %+ add"t"%&a. "& the tet %+ the d%'6e&t "te.+
d"p%"t"%& "& a &%tar"a. ".. a+ter the "/&at're • I+ the ".. ha %&.y %&e pa/e3
%+ the tetat%r "&a."date the e&t"re ".. the ".. " a."d bea'e y%' a& ea".y detet
bea'e "t a++et the +%r6 hether there " .% %+ pa/e bea'e "+ the
-! Aese% an% su4scri4e% 4' $ree %&e pa/e " .%t the& there " &% ".. t% pea?
or ore cre%i4le :inesses in $e .resence o# %+
$e esaor an% o# one ano$er • P'rp%e %+ &'6ber"&/ the
• L"& the pree&e %+ the tetat%r pa/e %+ a "..:
a&d %+ %&e a&%therM < &%t at'a..y ee"&/ b't "& a) @% /'ard a/a"&t
a p%"t"%& t% ee "+ y%' a&t t% ee "th%'t a&y +ra'd1
phy"a. %btr't"%& b) @% +%reta.. a&y
atte6pt t% 'ppre %r 'bt"t'te a&y %+
ATTESTATION SU"SCRIPTION the pa/e1
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 8/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
) @% a++%rd 6ea& %+ a/a"&3 by the &%tary p'b." be+%re h%6 the ".. "
detet"&/ the .% %+ a&y %+ "t pa/e1 a?&%.ed/ed$ (&)
d) @% pree&t a&y "&reae
%r dereae "& the pa/e$ ARTICLE <?=! I& the abe&e %+ bad +a"th3 +%r/ery3 %r
+ra'd3 %r '&d'e a&d "6pr%per pre're a&d "&+.'e&e3
ATTESTATION de+et a&d "6per+et"%& "& the +%r6 %+ attetat"%& %r "& the
.a&/'a/e 'ed there"& ha.. &%t re&der the ".. "&a."d "+ "t "
• It " the at %+
pr%ed that the ".. a "& +at ee'ted a&d atteted "&
"t&e"&/ the ee't"%& %+ the "..$ It " a 6e&ta. 'bta&t"a. %6p."a&e "th a.. the re7'"re6e&t %+ art".e
at$ 80$ (&)
• Aesaion
clause " that .a'e %+ a& %rd"&ary %r &%tar"a. ".. • ,rt".e
here"& the "t&ee ert"+y that the "&tr'6e&t 809 /"e the r'.e %& su4sanial co.liance
ha bee& ee'ted be+%re the6 a&d the 6a&&er %+ :i$ res.ec o $e aesaion clause
ee't"%& %+ the a6e
• What d% the • @here "
'br"b"&/ "t&ee attet t% su4sanial co.liance he& there ha bee&
;$ @hey attet t% the /e&'"&e&e %+ the "/&at're a& HONES@ ,@@E#P@ %& the part %+ the tetat%r
%+ the tetat%r t% %6p.y "th the +%r6a. re7'""te pr%"ded by
.a b't the %6p."a&e " %&.y 'bta&t"a. a&d
2. @hey attet t% the d'e ee't"%& %+ the ".. &%t ."tera. b't the p'rp%e %+ the .a "
• What 'bta&t"a..y a%6p."hed a.th%'/h &%t tr"t.y
h%'.d the attetat"%& .a'e tate +%..%ed
1. @he &'6ber • , t%
%+ pa/e 'ed 'p%& h"h the ".. " r"tte& 6ar/"&a. "/&at're3 there " &% part"'.ar
2. @he +at re7'"re6e&t that "t h%'.d rea..y appear %& the
that the tetat%r "/&ed the ".. a&d eery pa/e .e+t 6ar/"& bea'e the %&.y p'rp%e %+ 6ar/"&a.
there%+3 %r a'ed %6e %ther per%& t% r"te "/&at're " +%r "de&t"+"at"%&$
h" &a6e3 '&der h" epre d"ret"%&1 • , t%
3. @he "/&"&/ attet"&/ "/&at're3 the attet"&/ "t&ee are
by the tetat%r %r by the per%& re7'eted by 'pp%ed t% %& the tate6e&t 6e&t"%&ed "&
h"6 "& the pree&e %+ the "&tr'6e&ta. the attetat"%& .a'e$ @here+%re3 the"r
"t&ee1 a&d "/&at're h%'.d appear at the b%tt%6 %+ the
attetat"%& .a'e$ I+ y%' 't r"te %& the
4. @hat the
6ar/"&3 the p'rp%e here " &%t t% %& the
"&tr'6e&ta. "t&ee "t&eed a&d "/&ed
tate6e&t 6e&t"%&ed here b't 't t% "de&t"+y
the ".. a&d a.. he pa/e there%+ "& the
th" pa/e3 .ater %&3 a the a6e pa/e h"h y%'
pree&e %+ the tetat%r a&d %+ %&e a&%ther$ atteted be+%re$
ARTICLE <?8! Eery ".. 6't be a?&%.ed/ed be+%re a
Reuisies o# Aricle <?=2
&%tary p'b." by the tetat%r a&d the "t&ee$ @he &%tary
p'b." ha.. &%t be re7'"red t% reta"& a %py %+ the "..3 %r +".e 1. @he de+et a&d "6per+et"%& re+er t% the
a&%ther "th the %++"e %+ the C.er? %+ C%'rt$ (&) +%r6 %+ the attetat"%& %r the .a&/'a/e 'ed
there"&1
• Ac6no:le% 2$ @here " &% bad +a"th3 +%r/ery %r +ra'd3 %r
/en " a tate6e&t 6ade by the &%tary p'b."
'&d'e %r "6pr%per pre're a&d "&+.'e&e1
that the tetat%r a&d the "t&ee hae per%&a..y =$ @he ".. a ee'ted a&d atteted "&
%6e be+%re h"63 that they %.'&tar".y ee'ted 'bta&t"a. %6p."a&e "th a.. the
the ".. a&d that they '&dert%%d the %&te&t$ re7'"re6e&t1 a&d
4$ @he +at %+ 'h ee't"%& a&d attetat"%& "
• FTo pr%ed$
ac6no:le%/e 6ea& t% ad6"t3 t% a%3 t% %&
a /e&'"&e 9e#ecs or i.er#ecions e;cuse% un%er Aricle
• , <?=2
h%.%/raph" ".. &eed &%t be a?&%.ed/ed be+%re 1. 5e+etG"6per+et"%& "& the +%r6 %+
a &%tary p'b." attetat"%& .a'e1
• @he tetat%r
a?&%.ed/e the ee't"%& %+ the "..$ @he 2. 5e+etG"6per+et"%& "& the .a&/'a/e 'ed "&
"t&ee a?&%.ed/e the attetat"%& .a'e$ the attetat"%& .a'e$
• ,?&%.ed/
5oral reuisies o 4e o4serve% in $e
6e&t &eed &%t be 6ade "& the pree&e %+ the
e;ecuion o# Noarial Wills2
tetat%r a&d eah a&d eery%&e %+ the "t&ee$ It
" 't re7'"red that the tetat%r a&d the "t&ee 1. @he ".. 6't be "& r"t"&/ (,rt".e 804)1
appear be+%re the &%tary p'b."3 &%t at'a..y at the 2$ It 6't be "& the .a&/'a/e %r d"a.et ?&%& t%
a6e t"6e the tetat%r1
• It " &%t 3. @he ".. 6't be "/&ed by the tetat%r %r by
re7'"red that the &%tarybe
".. " a?&%.ed/ed p'b." be+%red'r"&/
pree&t h%6 the
the a&%ther per%& "& h" pree&e %r '&der h"
epre d"ret"%& (,rt".e 80)1
ee't"%& %+ the ".. 4$ @hat the "/&"&/ by the tetat%r %r by the
• ,be&e %+ per%& '&der h" epre d"ret"%& a&d "& h"
a& a?&%.ed/6e&t " a +ata. de+et pree&e 6't be d%&e "& the pree&e %+ at
.eat = "&tr'6e&ta. "t&ee1
ARTICLE <?7! I+ the tetat%r be dea+3 %r a dea+-6'te3 he $ @hat the ".. " atteted a&d 'br"bed by at
6't per%&a..y read the "..3 "+ ab.e t% d% %1 %ther"e3 he .eat = red"b.e "t&ee "& the pree&e %+ the
ha.. de"/&ate t% per%& t% read "t a&d %66'&"ate t% tetat%r a&d %+ eah a&d eery %&e %+ the61
h"63 "& %6e prat"ab.e 6a&&er3 the %&te&t there%+$ (&) B$ @hat the ".. 6't be "/&ed by the tetat%r
a&d by at .eat = red"b.e "t&ee %& the .e+t
ARTICLE <?<! I+ the tetat%r " b."&d3 the ".. ha.. be read ha&d 6ar/"& %& eah a&d eery pa/e1
t% h"6 t"e1 %&e3 by %&e %+ the 'br"b"&/ "t&ee3 a&d
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 9/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
F$ @hat the ".. 6't be &'6bered %rre.at"e.y "& tetat%r$ EPICI@ 6ea&"&/ y%' 6't p%"b.y
.etter1 a&d '&%&d"t"%&a..y de.are
8$ @hat the "/&"&/ by the = "t&ee 6't be • I+ pr%bate " CON@ES@E53 at .eat = %+ 'h
d%&e "& the pree&e %+ the tetat%r a&d eah a&d "t&ee h%'.d be pree&ted
eery %&e %+ the61
• , ph%t%%py %r arb%& %py %+ a h%.%/raph"
9$ @here 6't be a& ,ttetat"%& .a'e tat"&/
" a..%ed
there"& the &'6ber %+ pa/e 'p%& h"h the ".. "
r"tte&3 a tate6e&t
".. %r a&%ther per%&that the tetat%r
"/&ed the ".. "/&ed
'&der the
the DENER, RUE: @he re7'"re6e&t %+ pree&t"&/ a&
epert "t&e " d"ret"%&ary %& the part %+ the
epre d"ret"%& %+ the tetat%r1
%'rt$
;0$ @he ".. " "/&ed at the .e+t 6ar/"& by the
ECEP@ION: It " 6a&dat%ry he& a+ter the
tetat%r a&d the = "&tr'6e&ta. "t&ee "& the
pree&t"&/ "t&ee h% a..e/ed.y ?&% the ha&d
pree&e %+ the tetat%r a&d %+ %&e a&%ther1
r"t"&/ %+ the tetat%r3 the %'rt t".. " &%t %&"&e
11. @he ".. 6't be a?&%.ed/ed be+%re a &%tary a t% the a'the&t""ty a&d /e&'"&e&e %+ the "..
p'b." (,rt".e 80B)1 the& the %'rt h%'.d re7'"re epert tet"6%&y$
12. @he ".. 6't be read t"e by 2 per%&
de"/&ated by the tetat%r "+ the tetat%r " dea+ %r ARTICLE <1-! I& h%.%/raph" "..3 the d"p%"t"%& %+ the
dea+-6'te (,rt".e 80F)1 tetat%r r"tte& be.% h" "/&at're 6't be dated a&d
"/&ed by h"6 "& %rder t% 6a?e the6 a."d a teta6e&tary
13. I+ the tetat%r " b."&d the ".. 6't be read t% d"p%"t"%&$ (&)
h"6 %&e3 by %&e %+ the 'br"b"&/ "t&ee3 a&d
a/a"&3 by the &%tary p'b." (,rt".e 808)1 a&d
14. @here 6't be 'bta&t"a. %6p."a&e "th a.. • I+ there " &% "/&at're a&d date3 the& "t "
pre'6ed that the tetat%r ha &% teta6e&tary
the re7'"re6e&t %+ the .a (,rt".e 809)$
"&te&t a t% h" add"t"%&a. d"p%"t"%&
ARTICLE <1?$ , per%& 6ay ee'te a h%.%/raph" ".. • I+ dated "th%'t "/&at're3 the add"t"%&a.
h"h 6't be e&t"re.y r"tte&3 dated3 a&d "/&ed by the ha&d d"p%"t"%& " %"d$ I+ "/&ed %&.y "th%'t date3
%+ the tetat%r h"6e.+$ It " 'bet t% &% %ther +%r63 a&d 6ay the add"t"%&a. d"p%"t"%& " %"d$ 't the
be 6ade "& %r %'t %+ the Ph"."pp"&e3 a&d &eed &%t be h%.%/raph" ".. "te.+ " &%t a++eted
"t&eed$ (BF83 B88a)
• W"th repet t% &%tar"a. "..3 the pree&e %+
thee add"t"%&a. d"p%"t"%& ".. "&a."date the
• , $olo/ra.$ic :ill " a ".. that " e&t"re.y e&t"re ".. bea'e "& a &%tar"a. "..3 the "/&at're
r"tte&3 dated a&d "/&ed by the ha&d %+ the h%'.d appear at the .%/"a. e&d$ @h%e
tetat%r h"6e.+ add"t"%&a. d"p%"t"%& a+ter the "/&at're "..
• It " "6p%rta&t t% ?&% the date %+ ee't"%& "&a."date the e&t"re "..$
bea'e a+ter the e++et""ty %+ the Spa&"h C"".
C%de3 h"h a %erta?e& by the C%de %+ C"". ARTICLE <10! Whe& a &'6ber %+ d"p%"t"%& appear"&/
Pr%ed're ,'/'t F3 ;90; < ,'/'t ;90 < "& a h%.%/raph" ".. are "/&ed "th%'t be"&/ dated3 a&d the
h%.%/raph" "..3 d'r"&/ that per"%d3 ere &%t .at d"p%"t"%& ha a "/&at're a&d a date3 'h date
a..%ed$ a."date the d"p%"t"%& preed"&/ "t3 hateer be the t"6e
%+ pr"%r d"p%"t"%&$ (&)
• Str"t.y pea?"&/3 "& &%tar"a. "..3 attetat"%&
.a'e " &%t part %+ the ".. bea'e "t %&ta"& &%
d"p%"t"%&$ @he +at that the attetat"%& .a'e " • I+ the d"p%"t"%& are 6ere.y "/&ed "th%'t
typer"tte& ".. &%t "&a."date the "..$ the date3 a&d the .at d"p%"t"%& " "/&ed a&d
dated3 the e++et " that "t a."date the
Reuisies in $e e;ecuion o# $olo/ra.$ic :ills2 d"p%"t"%& preed"&/ "t$
;$ It 6't be r"tte& "& a .a&/'a/e %r d"a.et • I+ the add"t"%&a. d"p%"t"%& "& a h%.%/raph"
?&%& t% the tetat%r ".. are &%t "& the ha&dr"t"&/ %+ the tetat%r a&d
2$ It 6't be EN@IREY r"tte& by the tetat%r1 they are &%t "/&ed by the tetat%r3 the&3 thee
=$ It 6't be dated "& the ha&d r"t"&/ %+ the add"t"%&a. d"p%"t"%& are &%t a."d b't the "..
tetat%r1 "te.+ re6a"& a."d$
4$ It 6't be "/&ed "& the ha&d r"t"&/ %+ the
tetat%r1 a&d • 't3 "+ thee add"t"%&a. d"p%"t"%& are "/&ed
$ It 6't be "th a&"6' teta&d"$ by the tetat%r3 the tetat%r " %&"&/ %r ad%pt"&/
the add"t"%&a. d"p%"t"%& a h" %&$ @hey "..
&% +%r6 part %+ the ".. bea'e "t &% %&ed
ARTICLE <11! I& the pr%bate %+ a h%.%/raph" "..3 "t ha..
be &eeary that at .eat %&e "t&e h% ?&% the by the tetat%r %r ad%pted$ I& that ae3 the
ha&dr"t"&/ a&d "/&at're %+ the tetat%r ep.""t.y de.are e&t"re ".. " %"d$ @he ".. &% " &%t e&t"re.y "&
that the ".. a&d the "/&at're are "& the ha&dr"t"&/ %+ the the ha&dr"t"&/ %+ the tetat%r$
tetat%r$ I+ the ".. " %&teted3 at .eat three %+ 'h • S"/&ed b't &%t dated a&d the .at d"p%"t"%&
"t&ee ha.. be re7'"red$
I& the abe&e %+ a&y %6pete&t "t&e re+erred t% "& " "/&ed a&d dated < a."dated
the preed"&/ para/raph3 a&d "+ the %'rt dee6 "t &eeary3 • 5ate %&.y a&d the .at d"p%"t"%& " dated
epert tet"6%&y 6ay be re%rted t%$ (B9;a) a&d "/&ed < %&.y the .at d"p%"t"%& " a."d3 a..
the pre"%' d"p%"t"%& are %"d bea'e the
• Pro4ae " the a..%a&e %+ the ".. by the .a ay "/&ed &%t dated$ O&.y the d"p%"t"%&
%'rt a+ter "t d'e ee't"%& " pr%ed '&"/&ed " "&a."d$
• N%t "/&ed a&d &%t dated ee& "+ the .at
• J'et"%& addreed d'r"&/ pr%bate
d"p%"t"%& " "/&ed a&d dated < %"d
pr%eed"&/: 7'et"%& %+ "de&t"ty3 7'et"%& %+
teta6e&tary apa"ty a&d 7'et"%& %+ d'e
ARTICLE <1$ I& ae %+ a&y "&ert"%&3 a&e..at"%&3
ee't"%& era're %r a.terat"%& "& a h%.%/raph" "..3 the tetat%r 6't
• I+ pr%bate " UNCON@ES@E53 %&e "t&e h% a'the&t"ate the a6e by h" +'.. "/&at're$ (&)
?&% the ha&d r"t"&/ %+ the tetat%r 6't be
pree&ted a&d h% 6't ep.""t.y de.are that the • @he "&ert"%&3 a&e..at"%& era're %r
".. a&d the "/&at're are "& the ha&dr"t"&/ %+ the a.terat"%& 6e&t"%&ed "& ,rt".e 8;4 are the %&e
r"tte& "& the ha&d r"t"&/ %+ the tetat%r
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 10/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• I&ert"%&3 a&e..at"%&3 era're %r a.terat"%&3 " ;t "e: It " a."d bea'e "+ "t " a..%ed
&%t per e pr%h"b"ted a .%&/ a they are '&der h" &at"%&a. .a3 "t h%'.d be a..%ed here
a'the&t"ated by the +'.. "/&at're %+ the tetat%r "& the Ph"."pp"&e '&der ,rt 8;F$
2&d "e: y rea%& %+ p'b." p%."y3 "t " %"d
• I+ the "&ert"%&3 a&e..at"%&3 era're %r
bea'e '&der ,rt".e ;F3 %'r .a a&&%t be
a.terat"%& d%e &%t bear the "/&at're %+ the
'br%/ated by the .a pr%6'./ated "& %ther
tetat%r:
%'&tr"e$
DENER, RUE: O&.y the era're %r "&ert"%& "
%"d$ @he e&t"re ".. "te.+ " a."d$ SU"SECTION
ECEP@ION: Whe& th" "&ert"%&3 a&e..at"%&3
Winesses o Wills
era're %r a.terat"%& " 6ade "& a& ee&t"a. part %+
the "..$ Whe& th" "&ert"%&3 a&e..at"%&3 era're
ARTICLE <-?! ,&y per%& %+ %'&d 6"&d a&d %+ the a/e
%r a.terat"%& ".. a++et the ee&e %+ the ".. the&
%+ e"/htee& year %r 6%re3 a&d &%t b."&d3 dea+ %r d'6b3 a&d
&%t %&.y the "&ert"%&3 a&e..at"%&3 era're %r ab.e t% read a&d r"te3 6ay be a "t&e t% the ee't"%& %+
a.terat"%& " %"d b't the e&t"re ".. "te.+$ a ".. 6e&t"%&ed "& art".e 80 %+ th" C%de$ (&)
,rt".e 8;3 8;B a&d 8;F ere pre"%'.y • , b."&d per%&3 '&der ,rt".e 8083 a& be a
d"'ed '&der etr"&" a."d"ty %+ ".. +r%6 the tetat%r$ 't he a&&%t be a "t&e
"ep%"&t %+ p.ae %r %'&try
ARTICLE <-1! @he +%..%"&/ are d"7'a."+"ed +r%6 be"&/
ARTICLE <1<! @% %r 6%re per%& a&&%t 6a?e a ".. "t&ee t% a "..:
%"&t.y3 %r "& the a6e "&tr'6e&t3 e"ther +%r the"r re"pr%a. (;) ,&y per%& &%t d%6"".ed "& the
be&e+"t %r +%r the be&e+"t %+ a th"rd per%&$ (BB9)
Ph"."pp"&e1
(2) @h%e h% hae bee& %&"ted %+
• OINT WILL " %&e here"& the a6e +a."+"at"%& %+ a d%'6e&t3 per'ry %r +a.e tet"6%&y$
(&)
teta6e&tary "&tr'6e&t " 6ade a the ".. %+ 2 %r
6%re per%& a&d "t " %"&t.y ee'ted a&d "/&ed
by the6$ Juali#icaion o# :inesses o a :ill2
;$ He 6't be %+ %'&d 6"&d
• ,UTUAL WILLS or RECIPROCAL WILLS are 2$ ,t .eat ;8 yr %+ a/e
".. %+ 2 per%& here"& the d"p%"t"%& %+ %&e " =$ N%t b."&d3 dea+ %r d'6b
6ade "& +a%r %+ the %ther a&d the %ther a.% 4$ ,b.e t% read a&d r"te1
6a?e d"p%"t"%& "& +a%r %+ the %ther$ @h" " $ 5%6"".ed "& the Ph"."pp"&e
a.% a..ed TWIN WILLS$ @he #'t'a. %r re"pr%a. B$ N%t %&"ted %+ +a."+"at"%& %+ d%'6e&t3 per'ry
".. are e6b%d"ed "& eparate "&tr'6e&t$ %+ +a.e tet"6%&y
• Whe& the 2 d"p%"t"%& are 6ade "& the a6e
"..3 "t be%6e a %"&t "..$ N%3 e hae a %"&t Essenial eleens o# %oicile2
a&d #'t'a. "..$ Whe& y%' hae a %"&t a&d #'t'a. 1. @he +at %+ re"d"&/3 %r the phy"a.
"..3 "t " pr%h"b"ted '&der ,rt".e 8;8$ pree&e "& a +"ed p.ae
• ,rt".e 8;8 6ay %er a %"&t a&d 6't'a. ".. %r 2$ @he "&te&t"%& %+ re6a"&"&/
%"&t ".. here"& the be&e+"t " &%t +%r the 2 part"e per6a&e&t.y3 %r the a&"6' 6a&e&d"
h% ee'te the ".. b't +%r a th"rd per%&$
• N%t a.. 6't'a. a&d re"pr%a. ".. are %"&t • @hee d"7'a."+"at"%& app.y %&.y "+ the ".. "
"..$ ee'ted "& the Ph"."pp"&e
• C%&"t"%& here h%'.d be by +"&a. 'd/6e&t
W$' are oin :ills no allo:e% • I+ pard%&ed a&d the pard%& " by rea%& %+
1. It te&d t% %&ert a ".. "&t% a %&trat "&&%e&e the& y%' be%6e 7'a."+"ed a/a"& t%
2$ It detr%y the harater %+ ".. a a tr"t.y be%6e a "t&e t% a ".. bea'e he& y%'
per%&a. at ere a7'"tted bea'e %+ "&&%e&e3 that 6ea&
=$ It r'& %'&ter t% the "dea that ".. are y%' are tr't%rthy a "t&e$
•
ee&t"a..y
4$ It re%ab.e
6ay 'bet %&e %rt%a6b'.at%ry1
'&d'e "&+.'e&e$ It I+ the pard%& " by rea%& %+ a& ee't"e
.e6e&y3 y%' are t".. d"7'a."+"ed bea'e the
"&d'e Parr""de$ pard%& erae %&.y the pe&a.ty %r the "".
5. It 6a?e pr%bate 6%re d"++"'.t epe"a..y "+ the %&e7'e&e %+ the %&"t"%& b't "t d%e &%t
tetat%r d"e at d"++ere&t t"6e$ ha&/e the +at that y%' are d"h%&et a&d
'&tr't%rthy$
ARTICLE <1=! W"..3 pr%h"b"ted by the preed"&/ art".e3 • , &%tary p'b." a&&%t be %&e %+ the attet"&/
ee'ted by >"."p"&% "& a +%re"/& %'&try ha.. &%t be a."d "&
"t&ee
the Ph"."pp"&e3 ee& th%'/h a'th%r"!ed by the .a %+ the
%'&try here they 6ay hae bee& ee'ted$ (F==a)
ARTICLE <--! I+ the "t&ee attet"&/ the ee't"%& %+
a ".. are %6pete&t at the t"6e %+ attet"&/3 the"r be%6"&/
• %"&t ".. ee'ted by a >"."p"&% "& a +%re"/& 'be7'e&t.y "&%6pete&t ha.. &%t pree&t the a..%a&e
%'&try are &%t a."d "& the Ph"."pp"&e3 ee& %+ the "..$ (&)
th%'/h a..%ed "& the p.ae %+ ee't"%&
•
,rt".e the"r
ee't"&/ 8;9 "..$
" &%t app."ab.e
I+ a %"&t t% +%re"/&er
".. " ee'ted by a • , .%&/ a the "t&e " 7'a."+"ed at the t"6e
%+ the ee't"%& %+ the "..3 "t d%e &%t 6atter "+
+%re"/&er abr%ad a&d "t " a."d "& the p.ae %+ 'be7'e&t.y he be%6e "&apa"tated$ @he
ee't"%&3 "t ha.. be re%/&"!ed by %'r %'rt3 a."d"ty %+ the ".. re6a"&$
bea'e %+ .e .%" e.ebrat"%&e (.a %+ the p.ae
%+ ee't"%&)$ I+ "t " a."d "& the p.ae %+ ee't"%& ARTICLE <-0! I+ a per%& attet the ee't"%& %+ a "..3
"t " a."d here "& the Ph"."pp"&e$ t% h%6 %r t% h%e p%'e3 %r pare&t3 %r h".d3 a de"e %r
• I+ a %"&t ".. " ee'ted by a >"."p"&% a&d a .e/ay " /"e& by 'h "..3 'h de"e %r .e/ay ha..3 %
+%re"/&er3 the ".. " %"d a t% the >"."p"&% a&d a."d +ar %&.y a %&er& 'h per%&3 %r p%'e3 %r pare&t3 %r
"th repet t% the +%re"/&er$ h".d %+ 'h per%&3 %r a&y %&e .a"6"&/ '&der 'h per%&
I+ a +%re"/&er ee'te a %"&t ".. "& the %r p%'e3 %r pare&t3 %r h".d3 be %"d3 '&.e there are three
•
%ther %6pete&t "t&ee t% 'h "..$ H%eer3 'h
Ph"."pp"&e:
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 11/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
per%& % attet"&/ ha.. be ad6"tted a a "t&e a "+ 'h %r"/"&a. "..3 the& the @he %&e re%?"&/ the
de"e %r .e/ay had &%t bee& 6ade %r /"e&$ (&) %r"/"&a. ".. a&d the %ther$
%d"". are ta?e& a %&e$
• @h" art".e re+er t% a& attet"&/ "t&e t% the
ee't"%& %+ the ".. b't at the a6e t"6e he " a ARTICLE <-8$ I& %rder that a %d"". 6ay be e++et"e3 "t
ha.. be ee'ted a "& the ae %+ a "..$
de"ee %r .e/atee "& that "..
• @he ".. " t".. a."d b't he " d"7'a."+"ed +r%6
ree""&/ the de"e %r .e/ay - 6in%s o# Co%icil2
;$ NO@,RI, CO5ICI < "t +%..% the r'.e
• Ee& "+ the attet"&/ "t&e " &%t the de"ee re7'"red by .a +%r &%tar"a. "..$
%r .e/atee h"6e.+ b't h" p%'e3 the pare&t3 the 2$ HOODR,PHIC CO5ICI < "t +%..% the r'.e
h".d %+ that "t&e3 % the 6%ther %+ the attet"&/ re7'"red by .a +%r h%.%/raph" "..
"t&e3 the ".. " t".. a."d b't 'h per%& a&&%t
ree"e the .e/ay %r de"e
• I+ the %d"". d%e &%t +%..% the re7'"re6e&t
• 't th" art".e ".. &%t app.y "+ there are 6%re
%+ the .a3 the %d"". " %"d$ 't the "&a."d"ty %+
tha& = "t&ee$
the %d"". ".. &%t a++et the a."d"ty %+ the "..$
• I& %.'&tary he"r3 the "&her"ta&e h"h they
are t% ree"e '&der the ".. " %"d$ V%.'&tary ARTICLE <-7! I+ a "..3 ee'ted a re7'"red by th"
he"r are th%e h% ree"e by "rt'e %+ the C%de3 "&%rp%rate "&t% "te.+ by re+ere&e a&y d%'6e&t %r
."bera."ty by the tetat%r b't they d% &%t ree"e paper3 'h d%'6e&t %r paper ha.. &%t be %&"dered a
%6eth"&/ "+ the tetat%r d%e &%t pr%"de +%r the6$ part %+ the ".. '&.e the +%..%"&/ re7'""te are pree&t:
•
(;) @he d%'6e&t %r paper re+erred t% "& the ".. 6't be "&
, t% %6p'.%ry
.e/"t"6e$ he"r3 they
't "th repet t% 6ay
the t"..
+ree/et the"r
p%rt"%& e"te&e at the t"6e %+ the ee't"%& %+ the "..1
(2) @he ".. 6't .ear.y der"be a&d "de&t"+y the a6e3
a%rded t% the %6p'.%ry he"r "& the "..3 "t " tat"&/ a6%&/ %ther th"&/ the &'6ber %+ pa/e there%+1
%"d "+ 'h %6p'.%ry he"r " a.% %&e %+ the = (=) It 6't be "de&t"+"ed by .ear a&d at"+at%ry pr%%+ a
"t&ee$ the d%'6e&t %r paper re+erred t% there"&1 a&d
(4) It 6't be "/&ed by the tetat%r a&d the "t&ee %&
ARTICLE <-! , 6ere har/e %& the etate %+ the tetat%r eah a&d eery pa/e3 eept "& ae %+ %.'6"&%' b%%? %+
+%r the pay6e&t %+ debt d'e at the t"6e %+ the tetat%rK a%'&t %r "&e&t%r"e$ (&)
death d%e &%t pree&t h" red"t%r +r%6 be"&/ %6pete&t
"t&ee t% h" "..$ (&)
• @h" " the R'.e %& Incor.oraion 4'
Re#erence! It " "&%rp%rat"%& %+ a& "&tr"&" %r
• , red"t%r " &%t d"7'a."+"ed t% ree"e "+ the eparate d%'6e&t %r paper "&t% a ".. by
tetat%r pr%"de "& the ".. that 'h p%rt"%& ha.. re+ere&e % a t% be%6e a part there%+ a&d
be /"e& t% the a"d red"t%r a pay6e&t +%r a& pr%bated a 'h$
%b."/at"%&$ Whether %r &%t he " "&t"t'ted "& the
"..3 the red"t%r " e&t"t.ed t% be pa"d +%r h" red"t$ Reuisies o# Incor.oraion 4' Re#erence2
;$ @he d%'6e&t %r paper re+erred t% "&
the ".. 6't be "& e"te&e at the t"6e %+ the
ee't"%& %+ the "..$
2$ @he ".. 6't .ear.y der"be a&d
"de&t"+y the a6e3 tat"&/ a6%&/ %ther th"&/ the
SU"SECTION &'6ber %+ pa/e there%+
Co%icils an% Incor.oraion 4' Re#erence =$ It 6't be "de&t"+"ed by .ear a&d
at"+at%ry pr%%+ a the d%'6e&t %r paper
ARTICLE <-! , co%icil " a 'pp.e6e&t %r add"t"%& t% a re+erred t% there"&
"..3 6ade a+ter the ee't"%& %+ a ".. a&d a&&eed t% be 4$ It 6't be "/&ed by the tetat%r a&d
ta?e& a a part there%+3 by h"h a&y d"p%"t"%& 6ade "& the
%r"/"&a. ".. " ep.a"&ed3 added t%3 %r a.tered$ (&)
the "t&ee %& eah a&d eery pa/e3 eept "&
ae %+ %.'6"&%' b%%? %+ a%'&t %r
"&e&t%r"e
• @he a."d"ty %+ the %d"". depe&d 'p%& the
a."d"ty %+ the ".. Reuireens o 4e sae% in $e #ace o# $e
• I+ the pr%""%& %+ the ".. a&d the %d"". are :ill2
"&%&"te&t3 the %d"". h%'.d prea". bea'e the ;$ @he +at that y%' are re+err"&/ t% the d%'6e&t %r
p'rp%e %+ a %d"". " t% a6e&d3 a.ter3 %r add t% a paper
pre"%'.y ee'ted "..$ 2$ @he .ear der"pt"%& a&d "de&t"+"at"%& %+ the
d%'6e&t
CO9ICIL NEW WILL =$ @he &'6ber %+ pa/e
Whe& y%' ee'te a Whe& y%' ay a+ter
%d"". a+ter y%' ee'te ee't"&/ the +"rt "..3 Reuireens o a..ear on $e #ace o# $e
a "..3 the %d"". " ta?e& y%' a/a"& ee'te %ocuen o 4e incor.orae% or 4ein/ re#erre%
a a part %+ the "..$ a&%ther ".. the& the &e o2
".. e"t "&depe&de&t.y ;$ @he "/&at're %+ the tetat%r1
%+ the %r"/"&a. ".. a&d 2$ @he "/&at're %+ the "t&ee
"th%'t re+ere&e t% the
%r"/"&a. "..$ Reuireens $a can 4e .rove% 4' e;rinsic
@he %d"". ep.a"&3 add Ha &% re/ard t% the evi%ence2
t%3 'pp.e6e&t3 a&d pre"%' "..3 "t d%e &%t ;$ @hat the d%'6e&t " "&e"te&e at the t"6e %+
a.ter the pr%""%& "& ep.a"&3 %r add t%3 %r the ee't"%& %+ the "..1
the %r"/"&a. "..$ 'pp.e6e&t the %r"/"&a. 2$ @hat the d%'6e&t " the %&e be"&/ re+erred t% "&
"..$ $ the "..$
@he %d"". 6ay re%?e Whe& y%' ee'te a &e
%&.y a P,R@ %+ the "..3 the EN@IRE pre"%' DENER, RUE: O&.y &%tar"a. ".. ha.. hae
%r"/"&a. "..$ ".. " re%?e a a /e&era. "&%rp%rat"%& by "&+ere&e bea'e:
r'.e$ 1. @hee d%'6e&t '&der ,rt".e 82F
ea'e a %d"". " Whe& y%' ee'te a &e hae t% be "/&ed by the tetat%r a&d the
ta?e& a a part %+ the "..3 they are eparate$
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 12/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
"t&ee$ I& &%tar"a. "..3 there are "t&ee$ I&
h%.%/raph" "..3 there are &% "t&ee$ 0 :a's o# revocaion2
2. I& a &%tar"a. "..3 the %&te&t a& ;$ y "6p."at"%& %+ .a
e"ther be "& the ha&dr"t"&/ %+ the tetat%r3 2. y %6e "..3 %d"".3 %r %ther r"t"&/
typer"tte& %r a %6b"&at"%&$ Whe& y%' ay ee'ted a pr%"ded "& ae %+ ".. (by
d%'6e&t t% be "&%rp%rated "&t% the "..3 thee 'be7'e&t "&tr'6e&t)
d%'6e&t 6ay e"ther be typer"tte& %r "& the =$ y 6ea& %+ a& %ert at
ha&d %+ the tetat%r$
ECEP@ION: It 6ay be a h%.%/raph" "..: Acs consi%ere% 4' la: as an ac o# revocaion2
1. Whe& the h%.%/raph" ".. ha at .eat = ;$ ,rt".e 9F %+ the NCC < Whe& a+ter
"t&ee3 there a& be "&%rp%rat"%& by re+ere&e the tetat%r ha 6ade a "..3 he e..3 d%&ate the
bea'e by the&3 the 'br"b"&/ "t&ee "& the .e/ay %r de"e
h%.%/raph" "..3 a.th%'/h a 'rp.'a/e3 a& "/& 2$ ,rt".e ;0B %+ the >C < Pr%""%& "&
the ".. "& +a%r %+ the p%'e h% ha /"e&
the d%'6e&t t% be "&%rp%rated$
a'e t% .e/a. eparat"%&
2. Ee& "+ there are &% "t&ee b't the =$ ,rt".e ;0=2 %+ the NCC - Whe& a&
d%'6e&t t% be "&%rp%rated are e&t"re.y r"tte&3 he"r3 .e/atee %r de"ee %66"t a& at %+
"/&ed a&d dated "& the ha&d %+ the tetat%r$ I& '&%rth"&e
th" ae3 hat e hae " a p're.y h%.%/raph" "..$ 4$ ,rt".e 9=B %+ the NCC < Whe& a
Y%' 6ay hae a a."d "&%rp%rat"%& by re+ere&e$ red"t ha bee& /"e& a a .e/ay " 'd""a..y
de6a&ded by the tetat%r
SU"SECTION 8 $ ,rt".e 84 %+ the NCC < Preter"t"%&
Revocaion o# Wills an% Tesaenar'
9is.osiions )in%s o# Revocaion 4' Su4seuen Insruen2
1. EPRESS REVOC,@ION < Whe& the &e ".. %r
ARTICLE <-<$ , ".. 6ay be re%?ed by the tetat%r at a&y
t"6e be+%re h" death$ ,&y a"er %r retr"t"%& %+ th" r"/ht " %d"". %&ta"& a re%at%ry .a'e$
%"d$ (F=Fa) 2. I#PIE5 REVOC,@ION < Whe& the pr%""%&
"& the 'be7'e&t ".. %r %d"". are co.leel'
inconsisen "th the pr%""%& "& the pre"%'
• Revocaion " a& at %+ the 6"&d ter6"&at"&/
"..$
the p%te&t"a. apa"ty %+ a ".. t% %perate at the
death %+ the tetat%r 6a&"+eted by %6e %'tard
Reuisies #or $e a..licaion o# revocaion 4'
a&d ""b.e at %r "/& y6b%." there%+
su4seuen insruen2
DENER, RUE: @he tetat%r a& a.ay re%?e h" "..
;$ @here 6't be teta6e&tary apa"ty
d'r"&/ h" ."+et"6e
,@ @HE @I#E %+ re%at"%&
ECEP@ION: I+ the tetat%r d'r"&/ h" ."+et"6e .%e
2$ @he 'be7'e&t "&tr'6e&t 6't be
teta6e&tary apa"ty %r be%6e %+ '&%'&d 6"&d$ a."d
=$ @he 'be7'e&t ".. %r "&tr'6e&t
ARTICLE <-=$ , re%at"%& d%&e %'t"de the Ph"."pp"&e3 by
a per%& h% d%e &%t hae h" d%6"".e "& th" %'&try3 "
6't %&ta"& a re%at%ry .a'e %r be
a."d he& "t " d%&e a%rd"&/ t% the .a %+ the p.ae here "&%6pat"b.e "th the +%r6er ".. thereby
the ".. a 6ade3 %r a%rd"&/ t% the .a %+ the p.ae "& h%"&/ "&te&t t% re%?e
h"h the tetat%r had h" d%6"".e at the t"6e1 a&d "+ the 4$ @he 'be7'e&t ".. %r "&tr'6e&t
re%at"%& ta?e p.ae "& th" %'&try3 he& "t " "& a%rda&e 6't be ad6"tted t% pr%bate
"th the pr%""%& %+ th" C%de$ (&)
Reuisies #or $e a..licaion o# revocaion 4'
• I+ the re%at"%& " 6ade "th"& the Ph"."pp"&e an over ac2
e %&.y hae t% %6p.y "th the Ph"."pp"&e .a ;$ @he tetat%r ha teta6e&tary
re/ard.e %+ the &at"%&a."ty %r d%6"".e apa"ty ,@ @HE @I#E %+ per+%r6"&/ the at
• I+ the re%at"%& " 6ade %'t"de the Ph"."pp"&e 2. @he at 6't be a&y %+ the %ert at
by a &%&-re"de&t (>"."p"&% %r +%re"/&er): 6e&t"%&ed '&der ,rt".e 8=0:
1. @he .a %+ the p.ae here the ".. a a. "URNING <
#,5E (&%t here the ".. " re%?e) It " &%t re7'"red that the h%.e "&tr'6e&t "
2$ @he .a %+ the p.ae %+ the p.ae %+ %6p.ete.y b'r&ed$ Ee& "+ %&.y a p%rt"%& %+
5O#ICIE %+ the tetat%r the d%'6e&t " b'r&ed3 "t " %&"dered t%
• I+ the re%at"%& " 6ade %'t"de the Ph"."pp"&e be a& at %+ re%at"%&$
by a re"de&t (>"."p"&% %r +%re"/&er): b. TEARING <
1. @he .a %+ the p.ae %+ the e"ther y%' tear %r 't by 6ea& %+ y%'r
REVOC,@ION ha&d %r "%r$ , ."/ht 't %r a ."/ht tear
2$ @he .a %+ the p.ae %+ 5O#ICIE " '++""e&t t% be %&"dered a& at %+
• I& re%at"%&3 the &at"%&a. .a ha &% re%at"%&$ @he /reater the 't the /reater "
re%at"%& the pre'6pt"%& that there " a&"6'
re%a&d" %& the part %+ the tetat%r$ I+ the
ARTICLE <0?! N% ".. ha.. be re%?ed eept "& the %d"". " t%r&3 "t " a& at %+ tear"&/ a&d b%th
the ".. a&d %d"". are re%?ed bea'e a
+%..%"&/
(;) ae:
y "6p."at"%& %+ .a1 %r %d"". " part %+ the "..$
(2) y %6e "..3 %d"".3 %r %ther r"t"&/ ee'ted a c. CANCELING
pr%"ded "& ae %+ "..1 %r
< he& y%' p.ae a 6ar? %r a ."&e ar% the
(=) y b'r&"&/3 tear"&/3 a&e.."&/3 %r %b."terat"&/ the "..
"th the "&te&t"%& %+ re%?"&/ "t3 by the tetat%r h"6e.+3 %r by r"t"&/$ I+ y%' p.ae a 6ar? %r a ."&e %& the
%6e %ther per%& "& h" pree&e3 a&d by h" epre pae3 there " &% a&e..at"%&$
d"ret"%&$ I+ b'r&ed3 t%r&3 a&e..ed3 %r %b."terated by %6e d. O"LITERATI
%ther per%&3 "th%'t the epre d"ret"%& %+ the tetat%r3 the NG < "t " he& y%' erae thr' eraer %r ."?e
".. 6ay t".. be etab."hed3 a&d the etate d"tr"b'ted "&
y%' b.%t %'t$ I+ hat " b.%tted %'t " 't
a%rda&e there"th3 "+ "t %&te&t3 a&d d'e ee't"%&3 a&d
the +at %+ "t '&a'th%r"!ed detr't"%&3 a&e..at"%&3 %r %6e pr%""%&3 thee pr%""%& are
%b."terat"%& are etab."hed a%rd"&/ t% the R'.e %+ C%'rt$ %&"dered t% be re%?ed b't the "..
(&) re6a"& a."d
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 13/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
=$ @he at 6't be a %6p.eted at (at .eat a • 't "+ he detr%yed the ;t ".. OND E>ORE
%6p.et"%& %+ the 'bet"e phae %+ the %ert the ee't"%& %+ the 'be7'e&t "..3 y%' a& &%
at) .%&/er app.y the d%tr"&e$ @he ".. here a
DENER, RUE: Ee& "+ the tear"&/ " &%t %6p.ete detr%yed by a& %ert at3 % "t " ab%.'te$
%r the b'r&"&/ " &%t %6p.ete the& there " a&
at %+ re%at"%&$
ARTICLE <00$ , re%at"%& %+ a ".. baed %& a +a.e
ECEP@ION: Whe& the tetat%r tart b'r&"&/ h" a'e %r a& "..e/a. a'e " &'.. a&d %"d$ (&)
".. b't heh"
t% re%?e rea."!ed
"..$ S%that he rea..y
be+%re the "..d%e &%t a&t
" %6p.ete.y
b'r&ed3 he de"t +r%6 b'r&"&/ a&d that " • ,rt".e 8== " a&%ther apet %+ the 5%tr"&e
%.'&tary de"ta&e %& h" part$ I& th" ae3 %+ 5epe&de&t Re.at"e Re%at"%&$ Y%' re%?e
ee& "+ the ".. %&ta"& a ."/ht b'r& %r ."/ht the ".. baed %& a +a.e be."e+
tear there " NO ,C@ O> REVOC,@ION bea'e %+ • Whe& the re%at"%& " 6ade by a
the %.'&tary de"ta&e by the tetat%r$ 'be7'e&t "&tr'6e&t $e #alse cause us
4$ @here 6't be "&te&t t% re%?e %r a&"6' re%a&d" 4e sae% in $e #ace o# $e :ill
$ @he re%at"%& 6't be d%&e by the tetat%r
h"6e.+ %r by %6e %ther per%& "& h" pree&e ARTICLE <0$ @he re%/&"t"%& %+ a& "..e/"t"6ate h".d
a&d '&der h" epre d"ret"%& d%e &%t .%e "t .e/a. e++et3 ee& th%'/h the ".. here"& "t
a 6ade h%'.d be re%?ed$ (F4;)
• PRESU#P@ION: , d'.y ee'ted ".. ha &%t
bee& re%?ed • Re%/&"t"%& ta?e p.ae "66ed"ate.y 'p%&
the ee't"%& %+ the "..
• 'rde& %+ pr%%+ that the ".. " re%?ed ."e
'p%& the %&e h% %pp%e the pr%bate %+ the ".. • Re%/&"t"%& " &%t d"p%"t"%& %+ pr%perty
h"h that per%& a..e/e ha bee& re%?ed
SU"SECTION 7
Re.u4licaion an% Revival o# Wills
W$a s$oul% 4e .roven %urin/ $e .ro4ae o# a
los or %esro'e% noarial :ill2
REPU"LICATION REVIVAL
1. Etab."h %6p."a&e "th the +%r6a."t"e It " the re-etab."h6e&t by It " the re-
re7'"red by .a '&der ,rt".e 804-809 %+ the NCC the tetat%r %+ pre"%'.y etab."h6e&t t%
2. Pr%e that the ".. a "&e"te&t at the t"6e %+ re%?ed ".. %r %&e "&a."d a."d"ty by %perat"%&
the death %+ the tetat%r %r that "t a +ra'd'.e&t.y +%r a&t %+ pr%per ee't"%& %+ .a %+ a pre"%'.y
detr%yed %r .%t "th%'t the ?&%.ed/e %+ the a t% +%r6 %r +%r %ther re%?ed "..$
tetat%r %r "t a a"de&ta..y .%t %r detr%yed by rea%& % a t% /"e
the tetat%r "th%'t "&te&t t% re%?e$ a."d"ty t% a"d "..
3. Pr%e the %&te&t .ear.y a&d d"t"&t.y by It "&%.e the at %+ the It "&%.e the at %+
%p"e %r "th%'t %py by re"ta. %+ %&te&t by tetat%r$ .a3 %perat"%& %+ .a$
%6e d%'6e&t %r the tet"6%&y %+ the "t&ee @here " a ".. pre"%'.y , ".. pre"%'.y
re%?ed %r a ".. a."d a t% re%?ed$
ARTICLE <01! S'be7'e&t ".. h"h d% &%t re%?e the +%r6 %r a ".. "&a."d +%r a&y
pre"%' %&e "& a& epre 6a&&er3 a&&'. %&.y 'h %ther a'e
d"p%"t"%& "& the pr"%r ".. a are "&%&"te&t "th %r
%&trary t% th%e %&ta"&ed "& the .ater "..$ (&) ARTICLE <0$ @he tetat%r a&&%t rep'b."h3 "th%'t
repr%d'"&/ "& a 'be7'e&t "..3 the d"p%"t"%& %&ta"&ed
• ,rt".e 8=; ta.? ab%'t I6p."ed Re%at"%& "& a pre"%' %&e h"h " %"d a t% "t +%r6$ (&)
6ade "& a 'be7'e&t "&tr'6e&t
• @here " I,PLIE9 REVOCATION he& the • ,rt".e 8= /"e the r'.e %& e;.ress
tetat%r3 a+ter ha"&/ ee'ted a ".. ee'te re.u4licaion %r re.u4licaion 4' re@
a&%ther ".. %r %d"". h"h the ".. %r %d"". d%e e;ecuion
&%t %&ta"& a re%at%ry .a'e b't "t %&te&t are • Re.u4licaion " the re-etab."h6e&t by the
"&%&"te&t "th the +%r6er ".. the& there " tetat%r %+ a pre"%'.y re%?ed ".. %r %&e "&a."d
"6p."ed re%at"%& +%r a&t %+ pr%per ee't"%& a t% +%r6 %r +%r
%ther rea%& % a t% /"e a."d"ty t% a"d "..
ARTICLE <0-! , re%at"%& 6ade "& a 'be7'e&t ".. ha..
ta?e e++et3 ee& "+ the &e ".. h%'.d be%6e "&%perat"e by • I+ the tetat%r pre"%'.y ee'ted a %"d "..
rea%& %+ the "&apa"ty %+ the he"r3 de"ee %r .e/atee a&d he %'.d a&t t% /"e ."+e t% th" %"d "..3
de"/&ated there"&3 %r by the"r re&'&"at"%&$ (F40a) the& he ha t% rep'b."h h" "..$
• Or3 "+ pre"%'.y3 the tetat%r re%?ed h" "..
• ,rt".e 8=2 " the 9OCTRINE O5 A"SOLUTE a&d he %'.d ."?e t% /"e ."+e t% th" re%?ed "..$
REVOCATION S%3 he ha t% rep'b."h h" "..$
• O& the %ther ha&d3 the 9OCTRINE O5
- )in%s o# Re.u4licaion2
9EPEN9ENT RELATIVE REVOCATION " here
the at %r detr't"%& " %&&eted t% the 6a?"&/ %+ 1) EBPRESS REPU"LICATIOND
a ".. % a 7'are.y t% ra"e the "&+ere&e that the REPU"LICATION "> RE@EBECUTION " a
tetat%r 6ea&t the re%at"%& %+ the %.d %'.d rep'b."at"%& "& a 'be7'e&t ".. a pre"%' %&e
depe&d 'p%& the e++"ay %+ the &e d"p%"t"%& h"h " %"d a t% +%r6 (,rt".e 8=)
a&d "+ +%r a&y rea%& the &e ".. "&te&ded t% be 2) I,PLIE9
6ade a a 'bt"t'te " "&%perat"e3 the re%at"%& REPU"LICATIONDREPU"LICATION ">
+a". a&d the %r"/"&a. ".. " "& +'.. +%re a&d e++et RE5ERENCE " the ee't"%& by a %d"".
• @here " &% re%at"%& by %ert at "+ the re+err"&/ t% a pre"%'.y re%?ed ".. %r a "..
detr't"%& %+ the +"rt ".. a pr%6pted by a +a.e a."d a t% +%r6 b't %"d bea'e %+ %6e
be."e+ that the 'be7'e&t ".. ee'ted a a."d etr"&" de+et ."?e .a? %+ teta6e&tary
• I+ the detr't"%& " ,>@ER the ee't"%& %+ the apa"ty (,rt".e 8=B)
'be7'e&t "..3 the 5%tr"&e %+ 5epe&de&t Re.at"e
Re%at"%& app."e$ He detr%yed the ;t ".. a+ter
ha"&/ ee'ted the 2&d "..$
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 14/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
ARTICLE <08$ @he ee't"%& %+ a %d"". re+err"&/ t% a • ,N@E #OR@E# PRO,@E 6ea& a pr%bate
pre"%' ".. ha the e++et %+ rep'b."h"&/ the ".. a 6%d"+"ed
d%&e d'r"&/ the ."+et"6e %+ the tetat%r
by the %d"".$ (&)
• POS@ #OR@E# PRO,@E 6ea& a pr%bate
d%&e a+ter the death %+ the tetat%r
• I+ the %.d ".. " %"d a t% +%r63 the %&.y ay t%
rep'b."h "t " by re-ee't"%&$
- as.ecs o# POST ,ORTE, PRO"ATE2
• I+ %.d ".. " %"d b't &%t a t% +%r6 bea'e the
tetat%r .a? teta6e&tary apa"ty3 "t a& be 1. PRO,@E PROPER " %&.y %&er&ed
%& the d'e ee't"%& %+ the ".. a&d the
rep'b."hed by re-ee't"%& %r "t a& be teta6e&tary apa"ty %+ the tetat%r
rep'b."hed by re+ere&e$ 2$ 5E@ER#IN,@ION O> @HE ED,I@Y O>
@HE PROVISION ,N5 @HE 5IS@RIU@ION O> @HE
ES@,@E$
ARTICLE <07$ I+ a+ter 6a?"&/ a "..3 the tetat%r 6a?e a DENER, RUE: 5'r"&/ pr%bate pr%per3 the pr%bate
e%&d ".. epre.y re%?"&/ the +"rt3 the re%at"%& %+ the
%'rt H,S NO URIS5IC@ION t% e&terta"& %ther "'e
e%&d ".. d%e &%t re"e the +"rt "..3 h"h a& be re"ed
%&.y by a&%ther ".. %r %d"".$ (F=9a) eept %& "'e %& hether %r &%t the ".. a d'.y
pr%bated "& %6p."a&e "th the +%r6a."t"e re7'"red
by .a a&d hether %r &%t the tetat%r ha
• @here " &% re"a. "+ the +"rt ".. " epre.y teta6e&tary apa"ty at the t"6e he ee'ted the
re%?ed by the 2&d ".. "..
•
ECEP@ION2 S'66ary %& "'e that 6ay be
@here by
REVOE5 " are"a.
e%&d"+"..
the +"rt ".. " I#PIE5Y paed 'p%& by the pr%bate %'rt ("&tr"&" a."d"ty):
;$ O&erh"p
• PRINCIPLE O5 INSTANTER tate that he& a$ he& the tetat%r ha d"p%ed %+
the ".. " EPRESSY re%?ed by a 2 &d "..3 the pr%perty h"h " &%t h"1 %r
re%at"%& %+ the 2 &d ".. by the = rd ".. ".. &%t b$ hether %r &%t a erta"& pr%perty "
re"e the ;t "..$ @h" " bea'e re%at"%& ta?e "&.'ded "& the etate$
e++et immediately $ It d%e &%t a"t +%r the death 2$ >"."at"%&
%+ the tetat%r t% be%6e e++et"e bea'e a$ hether %r &%t the %pp%"t%r ha
re%at"%& d%e &%t ta?e the +%r6 %+ teta6e&tary per%&a."ty t% "&tere&e1 %r
d"p%"t"%&$ b$ hether %r &%t the ".. ha bee&
re%?ed
SU"SECTION < =$ Whether %r &%t there a preter"t"%&
Allo:ance an% 9isallo:ance o# Wills
't de""%& %+ the %'rt perta"&"&/ t%
ARTICLE <0<$ N% ".. ha.. pa e"ther rea. %r per%&a.
pr%perty '&.e "t " pr%ed a&d a..%ed "& a%rda&e "th thee 7'et"%& are %&.y pr%""%&a.$
the R'.e %+ C%'rt$
@he tetat%r h"6e.+ 6ay3 d'r"&/ h" ."+et"6e3 pet"t"%& the ,aers $a a' 4e .asse% u.on 4' $e
%'rt ha"&/ 'r"d"t"%& +%r the a..%a&e %+ h" "..$ I& 'h .ro4ae cour2
ae3 the pert"&e&t pr%""%& %+ the R'.e %+ C%'rt +%r the ;) J'et"%& %+ "de&t"ty
a..%a&e %+ ".. a+ter the tetat%rK death ha.. /%er&$ " 2) 5'e Ee't"%&
@he S'pre6e C%'rt ha.. +%r6'.ate 'h add"t"%&a. R'.e
%+ C%'rt a 6ay be &eeary +%r the a..%a&e %+ ".. %&
3) J'et"%& a t% the teta6e&tary apa"ty
pet"t"%& %+ the tetat%r$
S'bet t% the r"/ht %+ appea.3 the a..%a&e %+ the "..3 PRO"ATE O5 PRO"ATE O5
e"ther d'r"&/ the ."+et"6e %+ the tetat%r %r a+ter h" death3 HOLOGRAPHIC WILL NOTARIAL WILL
ha.. be %&.'"e a t% "t d'e ee't"%&$ (&) I& the pr%bate %+ I& the pr%bate %+
h%.%/raph" "..3 "+ there &%tar"a. "..3 he& there
• Pro4ae " the at %r pr%e %+ pr%"&/ be+%re " &% %&tet3 "t " e&%'/h " &% %&tet3 at .eat ;
a %6pete&t %'rt the d'e ee't"%& %+ a& that at .eat ; "t&e 'br"b"&/ "t&e
"&tr'6e&t p'rp%rted t% be the .at ".. a&d ep.""t.y
the ".. de.are
" "& that
the h%'.d
ee't"%&tet"+y
%+ athet% "..$
the
teta6e&t %+ a deeaed +%r "t a..%a&e by the
a"d %'rt3 that "3 +%r "t %++""a. re%/&"t"%& a&d the ha&dr"t"&/ a&d Whe& there "t "
arry"&/ %'t %+ "t pr%""%& "& % +ar a they are "& "/&at're %+ the tetat%r$ %&teted3 , %+ the
a%rda&e "th .a$ Whe& the ".. " 'br"b"&/ "t&ee
%&teted3 there 6't be p.' the &%tary p'b."
• , pr%bate pr%eed"&/ " a pe"a. pr%eed"&/$
at .eat = %+ "t&ee$ 6't tet"+y$ I+ a.. %+ the
It " a pr%eed"&/ "& re6$
I& the abe&e %+ 'h 'br"b"&/ "t&ee
• I& a pr%bate pr%eed"&/3 the "&7'"ry a a "t&ee3 epert a&d the &%tary p'b." are:
De&era. R'.e " ."6"ted %&.y t% the E@RINSIC tet"6%&y 6ay be ;$dead1
V,I5I@Y %+ the ".. re%rted t% %r ee& "+ 2$"&a&e1 %r
• Etr"&" a."d"ty 6ea&: there " &% %&tet3 t".. =$they are a.. abe&t "&
1. hether %r &%t the tetat%r a %+ epert tet"6%&y 6ay be the Ph"."pp"&e %r
%'&d 6"&d he& he ee'ted the ".. re%rted t%$ 4$tet"+y a/a"&t the d'e
ee't"%& %+ the "..1 %r
2. hether %r &%t he " ;8 year %r ab%e $they d% &%t re6e6ber
3. hether %r &%t the ".. %6p."ed "th ha"&/ atteted the
the +%r6a."t"e '&der ,rt".e 804-809 "th ee't"%& %+ the "..1 %r
repet t% &%tar"a. ".. B$they are %+ d%'bt+'.
4$ hether %r &%t the ".. " e&t"re.y red"b"."ty
r"tte&3 dated a&d "/&ed "& the ha&dr"t"&/ %+ the&3 %ther "t&ee
the tetat%r "th repet t% h%.%/raph" ".. 6ay be re%rted t%$
• @he r'.e %& ES@OPPE a&d the S@,@U@E O>
I#I@,@ION d% &%t app.y "& pr%bate
• Pr%bate " #,N5,@ORY LOSTD9ESTRO>E9 LOSTD9ESTRO>E9
• Etra'd""a. Sett.e6e&t " NO@ a..%ed he& HOLOGRAPHIC WILL NOTARIAL WILL
there " a ".. Whe& "t %6e t% a I& &%tar"a. "..3 ee& "+
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 15/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
h%.%/raph" "..3 there there " &% %py3 the
6't be a ph%t%%py %r &%tar"a. ".. 6ay be SECTION -
arb%& %py %+ the pr%bated bea'e the Insiuion o# Heir
h%.%/raph" "..$ I+ there %&te&t %+ a &%tar"a. "..
" &% %py %+ the 6ay be pr%ed by the ARTICLE <?! Insiuion o# $eir " a& at by "rt'e %+
h%.%/raph" "..3 ee& "+ tet"6%&"e %+ at .eat 2 h"h a tetat%r de"/&ate "& h" ".. the per%& %r per%&
the rea%& hy the "t&ee t% .ear.y a&d h% are t% 'eed h"6 "& h" pr%perty a&d tra&6""b.e
r"/ht a&d %b."/at"%&$ (&)
h%.%/raph"
%r detr%yed"..aa
d'e.%t
t% d"t"&t.y
%&te&t %+ pr%ed the
the &%tar"a.
the at %+ a&%ther per%& "..$ • I&t"t't"%& re+er t% the +ree p%rt"%&
"th%'t "&te&t t% re%?e
%& the part %+ the N: , .%&/ a there " &% C$aracerisics o# an insiue% $eir
tetat%r t"..3 &% pr%bate animus revocandi %& the ;$ @he "&t"t'ted he"r %&t"t'te the re.at"%& %+ the
%+ the h%.%/raph" ".. part %+ the tetat%r$ per%&a."ty3 t% %&t"&'e the per%&a."ty %+ the
6ay be a..%ed bea'e tetat%r b't %&.y "& re.at"%& t% the "&her"ta&e "th%'t
there " &% %py$ be"&/ per%&a..y ."ab.e +%r the death %+ the tetat%r$
2$ @he "&t"t'ted he"r a7'"re the r"/ht ."6"ted t%
ARTICLE <0=! @he ".. ha.. be d"a..%ed "& a&y %+ the the d"p%ab.e p%rt"%& a&d he a&&%t "6pa"r the
+%..%"&/ ae: .e/"t"6e$
(;) I+ the +%r6a."t"e re7'"red by .a hae &%t bee& %6p."ed
"th1 Reuisies #or an insiuion o 4e vali%2
(2) I+ the tetat%r a "&a&e3 %r %ther"e 6e&ta..y
1. @he ".. 6't be etr"&"a..y a."d
"&apab.e %+ 6a?"&/ a "..3 at the+%re
t"6e %+
%r "t ee't"%&1
(=) I+ "t a ee'ted thr%'/h '&der d're3 %r the 2. @he "&t"t't"%& 6't be "&tr"&"a..y a."d
"&+.'e&e %+ +ear3 %r threat1 =$ @he "&t"t't"%& 6't be e++et"e
(4) I+ "t a pr%'red by '&d'e a&d "6pr%per pre're a&d
"&+.'e&e3 %& the part %+ the be&e+""ary %r %+ %6e %ther
ARTICLE <1$ , ".. ha.. be a."d ee& th%'/h "t h%'.d
per%&1
&%t %&ta"& a& "&t"t't"%& %+ a& he"r3 %r 'h "&t"t't"%&
() I+ the "/&at're %+ the tetat%r a pr%'red by +ra'd1
h%'.d &%t %6pr"e the e&t"re etate3 a&d ee& th%'/h the
(B) I+ the tetat%r ated by 6"ta?e %r d"d &%t "&te&d that the
per%& % "&t"t'ted h%'.d &%t aept the "&her"ta&e %r
"&tr'6e&t he "/&ed h%'.d be h" ".. at the t"6e %+ a++""&/
h%'.d be "&apa"tated t% 'eed$
h" "/&at're theret%$ (&)
I& 'h ae the teta6e&tary d"p%"t"%& 6ade "&
a%rda&e "th .a ha.. be %6p."ed "th a&d the
• @hee /r%'&d are e.'"e$ H%eer3 re6a"&der %+ the etate ha.. pa t% the .e/a. he"r$ (FB4)
dep"te the e.'""ty /"e&3 "t ee6 that there
are %ther /r%'&d h"h are 6"&%r"ty3 re%at"%& • , ".. " a."d ee& th%'/h "t d%e &%t %&ta"& a&
a&d +%r/ery$ "&t"t't"%& %+ a& he"r
•
1s /roun%2 S'h
etate"&t"t't"%& h%'.d &%t %6pr"e the e&t"re
• I& ae %+ &%tar"a. "..3 +%r6a."t"e '&der • Ee& th%'/h the per%& % "&t"t'ted h%'.d &%t
,rt".e 804-809 aept the "&her"ta&e %r h%'.d be "&apa"tated
• I& ae %+ h%.%/raph" ".. "t 6't be: t% 'eed
a. e&t"re.y r"tte&3 "/&ed a&d dated "& ARTICLE <-$ O&e h% ha &% %6p'.%ry he"r 6ay
the ha&dr"t"&/ %+ the tetat%r d"p%e by ".. %+ a.. h" etate %r a&y part %+ "t "& +a%r %+
b$ "& the .a&/'a/e ?&%& t% the tetat%r a&y per%& ha"&/ apa"ty t% 'eed$
$ 6't be ee'ted a t the t"6e he& O&e h% ha %6p'.%ry he"r 6ay d"p%e %+ h"
h%.%/raph" ".. are a..%ed etate pr%"ded he d%e &%t %&trae&e the pr%""%& %+
-n% /roun%2 th" C%de "th re/ard t% the .e/"t"6e %+ a"d he"r$ (FB=a)
• @h" /r%'&d re+er t% the %'&d&e %+
6"&d %+ the tetat%r at the t"6e %+ ee't"%& %+ the • @h" art".e " a..ed the #ree%o o# %is.osiion
".. •
0r% /roun%2 't th" +reed%6
bea'e %+ d"p%"t"%&
he& there " &%the"r3
are %6p'.%ry ab%.'te
the
• @h" %&&%te the "dea %+ %er"%&3 6e&ta. tetat%r ha t% %bere the p%rt"%& perta"&"&/ t%
%r phy"a. the %6p'.%ry he"r
$ /roun%2
ARTICLE <0$ @he tetat%r ha.. de"/&ate the he"r by h"
• Un%ue In#luence %&&%te the "dea %+
&a6e a&d 'r&a6e3 a&d he& there are t% per%& ha"&/
%er"%& by "rt'e %+ h"h the 'd/6e&t %+ the the a6e &a6e3 he ha.. "&d"ate %6e "r'6ta&e by
tetat%r " d"p.aed3 a&d he " "&d'ed t% d% that h"h the "&t"t'ted he"r 6ay be ?&%&$
h"h he %ther"e %'.d &%t hae d%&e$ Ee& th%'/h the tetat%r 6ay hae %6"tted the &a6e
$ /roun%2 %+ the he"r3 h%'.d he de"/&ate h"6 "& 'h 6a&&er that
there a& be &% d%'bt a t% h% ha bee& "&t"t'ted3 the
• 5rau% " the 'e %+ "&"d"%' %rd %r "&t"t't"%& ha.. be a."d$ (FF2)
6ah"&at"%& t% %&"&e a per%& t% d% hat
%rd"&ar".y he %'.d &%t hae d%&e$
• @he bet ay t% de"/&ate the he"r " by &a6e %r
• @here " a& "&te&t t% 6a?e a "..
8$ /roun%2 •
'r&a6e
Ee& "+ the &a6e " %6"tted3 the de"/&at"%& "
• @he tetat%r " at"&/ bea'e %+ h"
t".. a."d a .%&/ a 'h per%& a& be "de&t"+"ed
6"ta?e a&d the tetat%r ha &% "&te&t t% 6a?e a
• I+ there are 2 %r 6%re 2 per%& "&t"t'ted a&d
"..
they hae the a6e &a6e %r %rrep%&d t% the
• @here " &% "&te&t t% 6a?e a "..
a6e der"pt"%&3 ,rt".e F89 a& be app."ed:
REVOCATION 9ISALLOWANCE
,R@ICE F89$ Whe& there " a& "6per+et
, %.'&tary at %+ the D"e& by 'd""a. %rder der"pt"%&3 %r he& &% per%& %r pr%perty
tetat%r$ eat.y a&er the der"pt"%&3 6"ta?e
#ay be "th %r "th%'t #'t a.ay be +%r .e/a. a a&d %6""%& 6't be %rreted3 "+ the
a'e$ a'e$ err%r appear +r%6 the %&tet %+ the ".. %r
#ay be part"a. %r t%ta.$ ,.ay t%ta.$ +r%6 etr"&" e"de&e3 e.'d"&/ the %ra.
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 16/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
de.arat"%& %+ the tetat%r a t% h" "&te&t"%&1 • Re6e6ber that br%ther a&d "ter are &%t
a&d he& a& '&erta"&ty ar"e 'p%& the +ae
%6p'.%ry he"r a.th%'/h they are .e/a. he"r
%+ the "..3 a t% the app."at"%& %+ a&y %+ "t
pr%""%&3 the tetat%rK "&te&t"%& " t% be • Whe& the tetat%r "&t"t'te h" br%ther a&d
aerta"&ed +r%6 the %rd %+ the "..3 ta?"&/ "ter hether %r +'.. b.%%d %r ha.+ b.%%d they are
"&t% %&"derat"%& the "r'6ta&e '&der dee6ed t% hae bee& "&t"t'ted e7'a..y
h"h "t a 6ade3 e.'d"&/ 'h %ra.
de.arat"%&$ (&) INTESTATE TESTATE SUCCESSION
SUCCESSION
ARTICLE <$ ,& err%r "& the &a6e3 'r&a6e3 %r @he hare %+ the @here " NO 'h
"r'6ta&e %+ the he"r ha.. &%t "t"ate the "&t"t't"%& he& br%ther %r "ter %+ the pre'6pt"%&$
"t " p%"b.e3 "& a&y %ther 6a&&er3 t% ?&% "th erta"&ty the +'.. b.%%d3 " t"e a
per%& "&t"t'ted$
I+ a6%&/ per%& ha"&/ the a6e &a6e a&d 'r&a6e3
6'h a th%e %+ the ha.+
there " a "6".ar"ty %+ "r'6ta&e "& 'h a ay that3 ee& b.%%d$ S% here there " a
"th the 'e %+ %ther pr%%+3 the per%& "&t"t'ted a&&%t be pre'6pt"%& that the
"de&t"+"ed3 &%&e %+ the6 ha.. be a& he"r$ (FF=a) a++et"%& %+ the tetat%r
+%r the br%ther a&d
"ter %+ the +'.. b.%%d "
• ,rt".e 84= 6e&t"%& %6""%&$ ,rt".e 844
/reater tha& th%e %+ the
6e&t"%& err%r$
ha.+ b.%%d
• Err%r "& the &a6e3 'r&a6e %r "r'6ta&e
%'.d &%t 6atter a .%&/ a '.t"6ate.y the %'rt ARTICLE <=! Whe& the tetat%r a.. t% the 'e"%&
a& tetat%r
the "de&t"+y h% are rea..y the he"r "&te&ded by a per%& a&d
"&t"t'ted h" h".dre&a&d
"6'.ta&e%'.y they&%t
are'e"e.y$
a.. dee6ed t% hae bee&
(FF;)
• ,&y 6a&&er 6aybe re%rted t% deter6"&e the
per%& "&t"t'ted eept %ra. de.arat"%& 6ade by • @h" art".e " ?&%& a the PRINCIPLE O5
the tetat%r SI,ULTANEIT>
ARTICLE <$ Eery d"p%"t"%& "& +a%r %+ a& '&?&%& • @here " %&.y a pre'6pt"%&$ @here " &%th"&/
per%& ha.. be %"d3 '&.e by %6e ee&t %r "r'6ta&e h"h a& pree&t the tetat%r +r%6 pr%"d"&/ "&
h" "de&t"ty be%6e erta"&$ H%eer3 a d"p%"t"%& "& +a%r %+ h" ".. that the "&t"t't"%& ha.. be 'e"e a&d
a de+"&"te .a %r /r%'p %+ per%& ha.. be a."d$ (F0a) &%t "6'.ta&e%'$
ARTICLE <?! @he tate6e&t %+ a +a.e a'e +%r the
• ,& un6no:n .erson " %&e that a&&%t be
"&t"t't"%& %+ a& he"r ha.. be %&"dered a &%t r"tte&3
"de&t"+"ed$ He " &%t &eear".y a tra&/er '&.e "t appear +r%6 the ".. that the tetat%r %'.d &%t
• , d"p%"t"%& "& +a%r %+ a& '&?&%& per%& h% hae 6ade 'h "&t"t't"%& "+ he had ?&%& the +a."ty %+
a&&%t be "de&t"+"ed a&&%t be /"e& e++et 'h a'e$ (FBFa)
ARTICLE <8! He"r "&t"t'ted "th%'t de"/&at"%& %+ DENER, RUE2 @he tate6e&t %+ a +a.e a'e +%r
hare ha.. "&her"t "& e7'a. part$ (FB) the "&t"t't"%& %+ a& he"r ha.. &%t "t"ate the
"&t"t't"%&$ @he +a.e a'e ha.. a.ay be
%&"dered a &%t r"tte&$
• ,rt".e 84B re+er t% PRINCIPLE O5 EJUALIT> @he .a pre'6e that "& /""&/ a .e/ay %r
• It " pre'6ed that the tetat%r "&te&ded t% /"e de"e %r "&her"ta&e3 the rea. 6%t"at"%& %r the rea.
e7'a. hare t% the he"r "&t"t'ted$ Other"e3 he a'e " the ."bera."ty %r /e&er%"ty %+ the tetat%r &%t
%'.d hae pe"+"a..y 6e&t"%&ed the hare %+ the he +a.e a'e$
he"r had he "&te&ded that eah he"r ha.. /et ECEP@ION: U&.e "t appear +r%6 the ".. that the
d"++ere&t p%rt"%& %r '&e7'a. p%rt"%& tetat%r %'.d &%t hae 6ade 'h "&t"t't"%& "+ he
had ?&%& the +a."ty %+ 'h a'e$
DENER, RUE: He"r "&t"t'ted "th%'t de"/&at"%& %+
hare ha.. "&her"t "& e7'a. part$ •
ECEP@ION2 ,rt".e 84B a&&%t app.y he& there are ,%rd"&/
tate6e&t t%%+ %6e
I..e/a.a'th%r"t"e "& 'e"%&3
a'e +%r the the
"&t"t't"%& "..
%6p'.%ry he"r$ &%t "&a."date the "&t"t't"%&$ @he "..e/a. a'e "
dee6ed &%t r"tte&$
ARTICLE <7! Whe& the tetat%r "&t"t'te %6e he"r
"&d""d'a..y a&d %ther %..et"e.y a he& he ay3 AI
ARTICLE <1! I+ the tetat%r ha "&t"t'ted %&.y %&e he"r3
de"/&ate a 6y he"r , a&d 3 a&d the h".dre& %+ C3A th%e
a&d the "&t"t't"%& " ."6"ted t% a& a."7'%t part %+ the
%..et"e.y de"/&ated ha.. be %&"dered a "&d""d'a..y
"&her"ta&e3 .e/a. 'e"%& ta?e p.ae "th repet t% the
"&t"t'ted3 '&.e "t .ear.y appear that the "&te&t"%& %+ the
re6a"&der %+ the etate$
tetat%r a %ther"e$ (FB9a)
@he a6e r'.e app."e3 "+ the tetat%r ha "&t"t'ted
eera. he"r eah be"&/ ."6"ted t% a& a."7'%t part3 a&d a..
• @h" art".e re+er t% the PRINCIPLE O5 the part d% &%t %er the h%.e "&her"ta&e$ (&)
IN9IVI9UALIT>
• , .%&/ a the "&te&t"%& t% hae the etate • ,."7'%t part 6ea& a +rat"%& %r '&d""ded
%..et"e.y d"tr"b'ted d%e &%t appear "& the "..3 "&teret
the pre'6pt"%& " "&d""d'a. "&t"t't"%& • ,rt".e 8; h%'.d be app."ed he& there " NO
• Whe& there are %6p'.%ry he"r3 y%' hae t% +"rt IN@EN@ION %& the part %+ the tetat%r t% /"e the
at"+y the p%rt"%& perta"&"&/ t% the .e/"t"6e %+ the re6a"&"&/ part %+ the etate$ S%3 %&.y the pe"+"
%6p'.%ry he"r$ p%rt"%& 6e&t"%&ed$
• INS@I@U@ION re+er t% >REE POR@ION
ARTICLE <-! I+ "t a the "&te&t"%& %+ the tetat%r that
ARTICLE <<! I+ the tetat%r h%'.d "&t"t'te h" br%ther the "&t"t'ted he"r h%'.d be%6e %.e he"r t% the h%.e
a&d "ter3 a&d he ha %6e %+ +'.. b.%%d a&d %ther %+ ha.+ etate3 %r the h%.e +ree p%rt"%&3 a the ae 6ay be3 a&d
b.%%d3 the "&her"ta&e ha.. be d"tr"b'ted e7'a..y '&.e a eah %+ the6 ha bee& "&t"t'ted t% a& a."7'%t part %+ the
d"++ere&t "&te&t"%& appear$ (FF0a) "&her"ta&e a&d the"r a."7'%t part t%/ether d% &%t %er the
h%.e "&her"ta&e3 %r the h%.e +ree p%rt"%&3 eah part ha..
be "&reaed pr%p%rt"%&a..y$ (&)
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 17/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• I& ,rt".e 823 the "&te&t"%& %+ the tetat%r " t% /"e I+ the %6"tted %6p'.%ry he"r h%'.d d"e be+%re the
tetat%r3 the "&t"t't"%& ha.. be e++et'a.3 "th%'t pre'd"e
the e&t"re etate t% the "&t"t'ted he"r %r he"r b't
t% the r"/ht %+ repree&tat"%&$ (8;4a)
the hare /"e& t% the "&t"t'ted he"r he& added
d% &%t %6pr"e the e&t"rety %+ the etate
• PRETERITION " the t%ta. %6""%& /e&era..y d'e
Pr%b.e6; t% 6"ta?e %r %er"/ht by the tetat%r "& h" "..
J: ,3 a&d C are "&t"t'ted a he"r: , ;G43 ;G4 a&d C %+ %&e3 %6e %r a.. %+ the %6p'.%ry he"r "& the
;G4$ @he tetat%r ay that he " /""&/ the e&t"re etate t% ,3
a&d C$ @he etate " %rth P;203000$ 5%e the "&t"t't"%& d"ret ."&e .""&/ at the t"6e %+ the tetat%r
death$
%6pr"e the e&t"re etate N%3 bea'e the "&t"t't"%& %&.y
• @he %6""%& 6ay be %.'&tary %r "&%.'&tary
a6%'&t t% =G4$ H% d% e d""de the etate a6%&/ ,3 a&d
C
Reuisies o# Preeriion
,: , P=03000 ;$ The omission from the inheritance must be total
P=03000 or complete
C P=03000 N% preter"t"%& "& the +%..%"&/ "t'at"%&:
•
------------- a$ I+ the %6p'.%ry he"r " /"e& a
P903000
de"e %r a .e/ay3 he " &%t
P;203000 - 903000 P=03000 %&"dered preter"ted ee& "+ the
P=03000 G = P;03000 .e/ay %r de"e " %rth .e tha&
the .e/"t"6e %+ the %6p'.%ry he"r$
@%ta. hare %+: b$ I+ the etate " %rth P;00@ b't the
, P=03000 Q ;03000 P403000
P=03000 Q ;03000 P403000 tetat%r
he"r ay3 LI%+hereby
t% %&e-ha.+ "&t"t'te
6y etate$M @hat6y
"
C P=03000 Q ;03000 P403000 the %&.y pr%""%& "& the "..$ >%r
------------
P;203000
ea6p.e3 , " a %&3 a& he"r$ @here "
&% preter"t"%& ee& "+ , " &%t
Pr%b.e62 6e&t"%&ed bea'e %6eth"&/ "
J: , ;GB3 ;G83 C 2G=$ @he etate " %rth P;203000$ be"&/ .e+t +%r , "& the "&her"ta&e$
$ , .%&/ a there " t".. a ba.a&e a+ter
,: , (P;203000 G B) ; P203000 a.. the pr%""%& "& the ".. hae
(P;203000 G 8) ; P;3000 bee& /"e& e++et3 there are t"..
C (P;203000 G =) 2 P803000 '&d"p%ed pr%pert"e h"h the
-------------
P;;3000
%6"tted %6p'.%ry he"r 6ay parta?e
% there " &% preter"t"%&$
, (203000 G ;;3000) 3000 P 8B9$B 2$ The omission must be the compulsory heir in the
(;3000 G ;;3000) 3000 P B2$;F9 direct line
C (803000 G ;;3000) 3000 P=34F8$82B •
C%6p'.%ry he"r:
---------------- ;$ @he h".dre& hether .e/"t"6ate
P3000$00
%r "..e/"t"6ate
@%ta. hare %+: 2. @he pare&t "& the abe&e %+ the
, P203000 Q 8B9$B P2038B9$B h".dre&
P;3000 Q B2$;F9 P;3B2$;F9 • , p%'e " a %6p'.%ry
C P803000 Q =34F8$8B2 P8=34F8$8B2 he"r b't NO@ "& the d"ret ."&e
------------------
P;203000$00 • y +"t"%& %+ .a3 a&
ad%pted h".d " a %6p'.%ry he"r "&
ARTICLE <0! I+ eah %+ the "&t"t'ted he"r ha bee& /"e& the d"ret ."&e
a& a."7'%t part %+ the "&her"ta&e3 a&d the part t%/ether =$ The omitted compulsory heir must survive the
eeed the h%.e "&her"ta&e3 %r the h%.e +ree p%rt"%&3 a the testator.
ae 6ay be3 eah part ha.. be red'ed pr%p%rt"%&a..y$ (&)
• I+ the %6"tted he"r d"ed ahead %+ the tetat%r3
•
,rt".e 8= " the reere %+ ,rt".e 82 there " &% preter"t"%& bea'e by rea%& %+ h"
ear.y death3 he " dee6ed &%t t% hae "&her"ted
+r%6 the tetat%r
Pr%b.e6;
J: , ;G43 ;G83 C 2G=$ @he etate " %rth P;203000$ • H%eer3 the %6"tted %6p'.%ry he"r d"e ahead
a&d he ha h".dre& h% a& repree&t h"6$
,: , ;G4 P;203000 P=03000 @here " re.resenaion here"& the
;G8 P;203000 P;3000 repree&tat"e " ea.ted t% the p%"t"%& %+ the
C 2G= P;203000 P803000
------------
%&e they are repree&t"&/$ I& th" ae3 there "
P;23000 preter"t"%&$
• I+ there a a d%&at"%& /"e& t% the %6p'.%ry
, (P=03000 G ;23000) 3000 P;3200 he"r d'r"&/ the ."+et"6e %+ the tetat%r3 a&d 'h
(P;3000 G ;23000) 3000 PB00 he"r " %6"tted +r%6 the "..3 there " &%
C (P803000 G ;23000) 3000 P=3200 preter"t"%& bea'e he " &%t %6"tted +r%6 the
"&her"ta&e$ @here 6't be %6""%& +r%6 the
@%ta. hare %+: "&her"ta&e3 &%t 6ere.y +r%6 the "..$
, P=03000 - ;3200 P283800
P;3000 - B00 P;43400 • @he d%&at"%& 6ade t% %6p'.%ry he"r d'r"&/
C P803000 - =3200 PFB3800 the ."+et"6e %+ the tetat%r3 'p%& the death %+ the
------------- tetat%r3 the a.'e %+ thee d%&at"%& are
P;203000
br%'/ht ba? t% the a.'e %+ the etate thr%'/h
collaion!
ARTICLE <! @he preter"t"%& %r %6""%& %+ %&e3 %6e3 %r
a.. %+ the %6p'.%ry he"r "& the d"ret ."&e3 hether .""&/ at
the t"6e %+ the ee't"%& %+ the ".. %r b%r& a+ter the death %+ E##ecs o# Preeriion
the tetat%r3 ha.. a&&'. the "&t"t't"%& %+ he"r1 b't the de"e 1. It ha.. a&&'. the "&t"t't"%& %+ he"r (,rt".e
a&d .e/a"e ha.. be a."d "&%+ar a they are &%t "&%++""%'$ 84)
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 18/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
2. @he .e/ay %r de"e ha.. be a."d "& % +ar a %ther$ (>"de"%66"ary 'bt"t't"%& < ,rt".e
they are &%t "&%++""%' (d% &%t "6pa"r the 8B=)
.e/"t"6e)$
Pur.oses o# su4siuion
ARTICLE <! @he hare %+ a h".d %r dee&da&t %6"tted 1. @% a%"d "&tetate 'e"%&
"& a ".. 6't +"rt be ta?e& +r%6 the part %+ the etate &%t 2$ @% pree&t the dee&t %+ the etate
d"p%ed %+ by the "..3 "+ a&y1 "+ that " &%t '++""e&t3 % 6'h %+ the tetat%r t% h%6 the tetat%r d%e &%t
a 6ay%+be
hare &eeary
the 6't be he"r$
%ther %6p'.%ry ta?e&(;080a)
pr%p%rt"%&a..y +r%6 the a&t t% 'eed h"6 "& h" pr%perty hether by
r"/ht %+ repree&tat"%&3 %r by r"/ht %+ aret"%& %r
by r"/ht %+ "&tetate 'e"%&
• ,rt".e 8 ta.? ab%'t the hare %+ a h".d %r =$ @% a..% the tetat%r /reater +reed%6
dee&da&t %6"tted "& the "..$ t% he.p %r reard th%e h% by rea%& %+
• @h" art".e a& a.% be app."ed he& hat " at er"e re&dered are 6%re %rthy %+ h"
ha&d " 6ere.y a& "6pa"r6e&t %+ the .e/"t"6e3 %3 a++et"%& a&d deer"&/ %+ h" b%'&ty tha&
y%' 't hae t% %6p.ete the .e/"t"6e$ "&tetate he"r
4$ @% e&ab.e the tetat%r t% 6a?e
• ,rt".e 8 ta.? %&.y %+ the .e/"t"6e$ It ha &% arra&/e6e&t +%r h" 'e"%& "& the 6a&&er
%&er& %+ the >ree P%rt"%&$ 6%t %&e&"e&t +%r h"6
ARTICLE <8! , %.'&tary he"r h% d"e be+%re the tetat%r
5. @% rea."!e %6e h%&%rab.e p'rp%e %+
tra&6"t &%th"&/ t% h" he"r$ the tetat%r ."?e the 6a"&te&a&e %+ the pr%perty
, %6p'.%ry he"r h% d"e be+%re the tetat%r3 a per%& "th"& h" pr%perty bea'e "& 'bt"t't"%&3 the
"&apa"tated t% 'eed3 a&d %&e h% re&%'&e the
"&her"ta&e3 ha.. tra&6"t &% r"/ht t% h" %& he"r eept "& tetat%r t% %6e ete&t 6ay preere the
pr%perty "th"& the %&+"&e %+ h" %&
ae epre.y pr%"ded +%r "& th" C%de$ (FBBa) "66ed"ate +a6".y a&d pree&t the etate +r%6
dee&d"&/ t% the %ther .e/a. he"r ."?e the
• @he ter6 volunar' $eir here %er br%ther %r "ter
a.% .e/a"e %r de"e$ S%3 "+ a .e/ay %r de"e "
/"e&3 "t tra&6"t &%th"&/ t% the he"r %+ the • Y%' a& hae a 'bt"t'te +%r a .e/atee %r
%.'&tary he"r "+ the %.'&tary he"r d"e be+%re the de"ee bea'e ,rt".e 8F app."e t% the +ree
tetat%r p%rt"%& a&d &%t t% the .e/"t"6e
DENER, RUE: I+ a co.ulsor' $eir " predeeae3 ARTICLE <<! S'bt"t't"%& %+ he"r 6ay be:
" "&apa"tated %r re&%'&e %r rep'd"ate the (;) S"6p.e %r %66%&1
"&her"ta&e3 he tra&6"t &%th"&/ t% h" %& he"r$ (2) r"e+ %r %6pe&d"%'1
(=) Re"pr%a.1 %r
ECEP@ION : R"/ht %+ Repree&tat"%& (4) >"de"%66"ary$ (&)
• @h" art".e pea? %+ a& he"r h%
predeeaed the tetat%r3 "&apa"ty a&d %&e h% • S"6p.e %r C%66%& - ,rt".e 89
re&%'&e the "&her"ta&e$ 't th" art".e app."e • r"e+ %r C%6pe&d"%' <,rt".e 8B0
by a&a.%/y t% 5ISINHERI@,NCE$ , %6p'.%ry he"r
h% " d""&her"ted ha.. tra&6"t &% r"/ht t% h" • Re"pr%a. < ,rt".e 8B;
%& he"r eept he& there " R"/ht %+ • >"de"%66"ary < ,rt".e 8B=
Repree&tat"%&$
ARTICLE <=$ @he tetat%r 6ay de"/&ate %&e %r 6%re
SECTION 0 per%& t% 'bt"t'te the he"r %r he"r "&t"t'ted "& ae 'h
Su4siuion o# Heirs he"r %r he"r h%'.d d"e be+%re h"63 %r h%'.d &%t "h3 %r
h%'.d be "&apa"tated t% aept the "&her"ta&e$
, "6p.e 'bt"t't"%&3 "th%'t a tate6e&t %+ the ae
ARTICLE <7! S'bt"t't"%& " the app%"&t6e&t %+ a&%ther
t% h"h "t re+er3 ha.. %6pr"e the three 6e&t"%&ed "& the
he"r % that he 6ay e&ter "&t% the "&her"ta&e "& de+a'.t %+ the
preed"&/ para/raph3 '&.e the tetat%r ha %ther"e
he"r %r"/"&a..y "&t"t'ted$ (&)
pr%"ded$ (FF4)
• ,rt".e 8F pea? %+ su4siuion here there "
• @he 'bt"t'te "&her"t +r%6 tetat%r3 &%t +r%6 the
app%"&t6e&t %+ a&%ther he"r "& de+a'.t %+ a&%ther
per%& 'bt"t'ted
he"r "&t"t'ted$ I+ the +"rt he"r a&&%t "&her"t +%r
rea%& pr%"ded +%r by .a3 the& the tetat%r 6ay • U&der ,rt".e 893 "+ the %r"/"&a. he"r d"e ahead
app%"&t a 'bt"t'te "& p.ae %+ the %r"/"&a. he"r$ %+ the tetat%r %r re&%'&e the "&her"ta&e %r
@he 'bt"t'te ".. "&tead /et the "&her"ta&e be%6e "&apa"tated the& the 'bt"t't"%& ha..
h"h h%'.d hae perta"&ed t% the %r"/"&a. he"r be e++et"e ee& "+ the d"p%"t"%& " ".e&t a t%
the a'e %+ the 'bt"t't"%&$
• I& 'bt"t't"%&3 there are a.% "&ta&e here"&
b%th he"r3 the %r"/"&a. he"r a&d the 'bt"t'te • LU&.e the tetat%r ha %ther"e pr%"deM :
"&her"t$ @hat " %ered by the ae %+ hat e a.. th'3 the tetat%r here " &%t pre.'ded +r%6
the 5I9EICO,,ISSAR> SU"STITUTION pr%"d"&/ %ther a'e %ther tha& predeeae3
"&apa"ty a&d re&'&"at"%&
• , 'h3 su4siuion " the app%"&t6e&t %+
•
a&%ther he"r"&%de+a'.t
"&her"ta&e that he%+ 6ay
the e&ter "&t% the
he"r %r"/"&a..y 't
that"+the
the=d"p%"t"%& " ".e&t3 the&
a'e 6e&t"%&ed "t ",rt".e
'&der pre'6ed
89
"&t"t'ted %r ,>@ER SUCH HEIR e"ther %&e a+ter the are the %&e be"&/ re+erred t% by the tetat%r
%ther %r a.. at the a6e t"6e$ • S'bt"t't"%& 6't be EPRESSY pr%"ded by the
tetat%r$ N% pre'6pt"%& that there "
- Conce.s o# Su4siuion2 'bt"t't"%&$
1. 9irec Su4siuion < %&.y %&e "&her"t$ I+ the
%r"/"&a. he"r de+a'.t3 the& the 'bt"t'te Aricle <8?$ @% %r 6%re per%& 6ay be 'bt"t'ted +%r
"&her"t$ (,rt".e 8F) %&e3 a&d %&e per%& +%r t% %r 6%re he"r$
2. In%irec Su4siuion < the "&her"ta&e "
a'6ed by 2 he"r$ S%3 %&e "&her"t a+ter the • ,rt".e 8B0 ta.? ab%'t "rie# or Co.en%ious
Su4siuion
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 19/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• "RIE5 SU"STITUTION " he& 2 %r 6%re per%& • >"de"%66"ary 'bt"t't"%& " a& in%irec
6ay be 'bt"t'ted +%r %&e he"r (p.'ra."ty %+ su4siuion3 here b%th he"r "&her"t %&e a+ter
'bt"t'te) the %ther
• CO,PEN9IOUS SU"STITUTION " he& 2 %r
6%re he"r are "&t"t'ted a&d %&e " app%"&ted a Ea6p.e %+ a +"de"%66"ary 'bt"t't"%&:
'bt"t'te +%r a.. he"r %r"/"&a..y "&t"t'ted$ (p.'ra."ty @he tetat%r ha 2 he"r , a&d $ , +"rt
'eed t% the pr%perty3 +"rt a7'"red %r e&%yed
%+ per%& 'bt"t'ted) the pr%perty$ 't the e&%y6e&t %+ , " 'bet t% the
• 't "& %6pe&d"%' 'bt"t't"%&3 the 'bt"t'te " %&d"t"%& that he h%'.d preere the pr%perty a&d
+%r , the he"r$ @he 'bt"t'te "&her"t "+ a.. the .ater %&3 'p%& %&d"t"%& /"e& by the tetat%r3 e"ther
he"r d"e ahead %+ the tetat%r3 re&%'&e the 'p%& death %r rep'd"at"%& %r 'p%& erta"& per"%d3 ,
"&her"ta&e %r be%6e "&apa"tated$ ".. &% tra&6"t the pr%perty t% 3 the e%&d he"r$
• I+ %&.y %&e d"e3 re&%'&e %r " "&apa"tated3 the %th , a&d e&%y the pr%perty$ ,.th%'/h , here
%&ept %+ accreion " app."ed '&.e there are 6ere.y e&%y 'e %+ the pr%perty3 he " ."?e a
repree&tat"e ''+r't'ary bea'e he a&&%t %& the pr%perty
bea'e %+ h" %b."/at"%& t% tra&6"t the pr%perty t%
ARTICLE <81$ I+ he"r "&t"t'ted "& '&e7'a. hare h%'.d $ ,"de +r%6 e&%y"&/ the pr%perty3 a.% %& the
be re"pr%a..y 'bt"t'ted3 the 'bt"t'te ha.. a7'"re the pr%perty "th a.. the r"/ht perta"&"&/ t% a& %&er$
hare %+ the he"r h% d"e3 re&%'&e3 %r " "&apa"tated3 ea'e %+ the %b."/at"%& %+ , t% preere a&d
'&.e "t .ear.y appear that the "&te&t"%& %+ the tetat%r a tra&6"t3 ,:
%ther"e$ I+ there are 6%re tha& %&e 'bt"t'te3 they ha..
hae the a6e hare "& the 'bt"t't"%& a "& the "&t"t't"%&$
1. a&&%t ab%.'te.y a."e&ate the pr%perty "&ter
(FF9a) "% %r 6%rt" a'a
2$ a&&%t 6a?e a ".. pr%"d"&/ that the
pr%pert"e " /"e& t% a&%ther per%&
• ,rt".e 8B; re+er t% Reci.rocal Su4siuion
here a.. the he"r are %&t"t'ted a the Reuisies o# #i%eicoissar' su4siuion2
'bt"t'te %+ %&e a&%ther$ 1! T$e #i%eicoissar' su4siuion
• Ea6p.e ;: I+ the hare %+ , " P =03000 a&d the us 4e e;.ressl' a%e
hare %+ " P ;030003 "+ , d"e ahead %+ the H%
tetat%r3 ".. /et , hare ee& "+ , hare " a! y pr%"d"&/ the &a6e %+ the
/reater tha& 3 '&.e the tetat%r EPRESSY +"de"%66"ary 'bt"t'te %r that
pr%"de that the 'bt"t't"%& %+ t% the hare %+ , th" " a +"de"%66"ary 'bt"t't"%&
" %&.y t% the ete&t %+ the "&her"ta&e by $ 4! y pr%"d"&/ the %b."/at"%& t%
preere a&d %b."/at"%& t% tra&6"t
• Ea6p.e 2: I+ there are 6%re tha& 2 per%&
"&t"t'ted here the etate " P =003000 a&d the 2. T$ere us 4e a #irs $eir (+"d'"ary3
he"r are ,3 a&d C$ , hare " P ;0030003 +"d'"ar%3 hereder% %r tr'tee)
hare " P 03000 a&d C hare " P ;03000$ I+ , • @he +"rt he"r 6't hae the
d"e ahead %+ the tetat%r3 a&d C ha.. hae the apa"ty t% "&her"t a&d ha the %b."/at"%& t%
a6e hare "& 'bt"t't"%& a "& the "&t"t't"%&$ preere a&d tra&6"t the etate "& h%.e %r
I&t"t't"%& S'bt"t't"%& "& part
@%ta.
, (;00@) TRUSTEE *TRUST+ 5I9UCIAR> *5IRST
P 0@ 0G200 ;00@ P 2@ P HEIR+
F@ , tr'tee %r a tr't ha , +"d'"ary3 a.th%'/h he
C P;0@ ;0G200 ;00@ P F@ &% r"/ht t% e&%y the ha the %b."/at"%&
P 22@ pr%perty perta"&"&/ t% a tr'tee "&
a tr't3 he a& e&%y the
ARTICLE <8-! @he 'bt"t'te ha.. be 'bet t% the a6e pr%perty
har/e a&d %&d"t"%& "6p%ed 'p%& the "&t"t'ted he"r3
'&.e the tetat%r ha epre.y pr%"ded the %&trary3 %r the
har/e %r %&d"t"%& are per%&a..y app."ab.e %&.y t% the he"r USU5RUCTUAR> 5I9UCIAR>
"&t"t'ted$ (F80) Re7'"red t% +'r&"h a b%&d @he +"d'"ary " &%t
re7'"red t% +'r&"h a
DENER, RUE: @he 'bt"t'te ha.. be 'bet t% the b%&d %r e'r"ty$
a6e har/e a&d %&d"t"%& "6p%ed 'p%& the N%t e&t"t.ed t% re+'&d$ E&t"t.ed t% re+'&d +%r
"&t"t'ted he"r$ epe&e a&d +%r the
ECEP@IONS: "&reae "& the a.'e %+
;$ Whe& the tetat%r ha epre.y pr%"ded the the pr%perty by rea%&
%&trary %+ "t "6pr%e6e&t
2$ Whe& the har/e %r %&d"t"%& are %&.y
per%&a..y app."ab.e t% the per%& "&t"t'ted 3. T$ere us 4e a secon% $eir
(+"de"%66"ary %r +"de"%6"ar"% %r be&e+""ary
ARTICLE <80! , #i%eicoissar' su4siuion by "rt'e %r et'" 7'e tr't)
%+ h"h the +"d'"ary %r +"rt he"r "&t"t'ted " e&tr'ted "th
the %b."/at"%& t% preere a&d t% tra&6"t t% a e%&d he"r the • @he e%&d he"r ree"e the pr%perty
h%.e %r part %+ the "&her"ta&e3 ha.. be a."d a&d ha.. ta?e +r%6 the +"rt he"r b't the 2 &d he"r at'a..y
e++et3 pr%"ded 'h 'bt"t't"%& d%e &%t /% bey%&d %&e "&her"t +r%6 the tetat%r3 &%t +r%6 the +"rt
de/ree +r%6 the he"r %r"/"&a..y "&t"t'ted3 a&d pr%"ded he"r
+'rther3 that the +"d'"ary %r +"rt he"r a&d the e%&d he"r are
.""&/ at the t"6e %+ the death %+ the tetat%r$ (F8;a)
• @he 2&d he"r 6't be apa"tated t%
"&her"t +r%6 the tetat%r$ He 6't &%t d"e
ahead %+ the tetat%r3 6't &%t be '&%rthy3
• S"6p.e 'bt"t't"%&3 br"e+ %r %6pe&d"%' a&d 6't &%t rep'd"ate the "&her"ta&e +r%6
'bt"t't"%& a&d re"pr%a. 'bt"t't"%& are the tetat%r$
ea6p.e %+ %irec su4siuion3 here the
'bt"t'te "&her"t "& de+a'.t %+ the he"r %r"/"&a..y ! T$e secon% $eir us no 4e 4e'on% one
"&t"t'ted$ @he"r e&%y6e&t %+ the pr%perty " "& the %e/ree #ro $e #irs $eir or $e $eir
a.ter&at"e$ ori/inall' insiue%
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 20/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
he h%'.d d"e be+%re the +"d'"ary$ @he r"/ht %+ the e%&d
- vie:s as o :$a Fone %e/ree eans2 he"r ha.. pa t% h" he"r$ (F84)
a$ S%6e a'th%r"t"e be+%re "&terpreted
%&e de/ree a %&e tra&+er$
• , .%&/ a the +"rt he"r a&d the e%&d he"r d"d
b. ater %&3 "t a .ar"+"ed that &%t predeeae the tetat%r3 the&3 the"r r"/ht
de/ree 6ea& /e&erat"%&$ O&e de/ree 6ea& be%6e eted 'p%& the death %+ the tetat%r
%&e /e&erat"%& apart$ @he ;t he"r a&d the 2&d &d t
•
he"r 6't &%t be bey%&d %&e de/ree %r %&e Whether the 2 &%t
he"r3 th" %'.d he"r d"e the
de+eat ahead
r"/ht%r%+a+ter
the 2the
&d ;
he"r
/e&erat"%& apart$ Y%' %'&t %&e /e&erat"%&
t% "&her"t$
+r%6 the +"rt he"r &%t +r%6 the tetat%r$ @he 2 &d
he"r 6't e"ther be h".d %r a pare&t %+ the +"rt • I+ the 2&d he"r d"e ahead %+ the ; t he"r3 h" r"/ht
he"r$ ha.. pa t% h" %& he"r
• @he e%&d he"r a& e.. the pr%perty ee& "+ he
• @here " %&.y +"de"%66"ary 'bt"t't"%& t".. a&&%t e&%y the pr%perty bea'e the
"& &at'ra. per%& ''+r't t".. be.%&/ t% the ;t he"r$ @h" "
• @here a& be &% +"de"%66"ary bea'e the e%&d he"r a7'"red h" t"t.e a
'bt"t't"%& "& 'r"d"a. per%& bea'e there &a?ed %&er 'p%& the death %+ the tetat%r$ 't
" &% /e&erat"%& t% pea? %+ he& "t %6e t% the b'yer " a.% 'bet t% the r"/ht %+ the +"rt
'r"d"a. per%& he"r t% e&%y the pr%perty$
! "o$ o# $e 1s $eir an% $e -n% $eir us 4e ARTICLE <87$ @he +%..%"&/ ha.. &%t ta?e e++et:
livin/ a $e ie o# $e %ea$ o# $e esaor (;) >"de"%66"ary 'bt"t't"%& h"h are &%t 6ade "& a&
epre 6a&&er3 e"ther by /""&/ the6 th" &a6e3 %r
or a leas conceive%!
"6p%"&/ 'p%& the +"d'"ary the ab%.'te %b."/at"%& t%
de."er the pr%perty t% a e%&d he"r1
,R@ICE 4; NEW CIVI CO5E$ >%r "". (2) Pr%""%& h"h %&ta"& a perpet'a. pr%h"b"t"%& t%
p'rp%e3 the +%et' " %&"dered b%r& "+ "t " a."e a."e&ate3 a&d ee& a te6p%rary %&e3 bey%&d the ."6"t +"ed
at the t"6e "t " %6p.ete.y de."ered +r%6 the "& ,rt".e 8B=1
6%therK %6b$ H%eer3 "+ the +%et' had a& (=) @h%e h"h "6p%e 'p%& the he"r the har/e %+ pay"&/
"&tra-'ter"&e ."+e %+ .e tha& ee& 6%&th3 "t " t% ar"%' per%& 'e"e.y3 bey%&d the ."6"t prer"bed
&%t dee6ed b%r& "+ "t d"e "th"& te&ty-+%'r h%'r "& ,rt".e 8B=3 a erta"& "&%6e %r pe&"%&1
a+ter "t %6p.ete de."ery +r%6 the 6ater&a. (4) @h%e h"h .eae t% a per%& the h%.e %r part %+ the
%6b$ (=0a) hered"tary pr%perty "& %rder that he 6ay app.y %r "&et the
a6e a%rd"&/ t% eret "&tr't"%& %66'&"ated t% h"6
by the tetat%r$ (F8a)
(;) Fideicommissary substitutions which are not
ARTICLE <8$ , +"de"%66"ary 'bt"t't"%& a& &eer made in an express manner either by giving
b'rde& the .e/"t"6e$ (F82a) them this name or imposing upon the fiduciary
the absolute obligation to deliver the property to
• e/"t"6e " "6p%ed by .a % the tetat%r a&&%t a second heir
depr"e h" he"r %+ the"r .e/"t"6e a&d he a&&%t • @he +"de"%66"ary 'bt"t't"%& 6't be a&
"r'6e&t the .a %& .e/"t"6e by "6p%"&/ %b."/at"%&$ I+ "t " 't a '//et"%& %r a&
%&d"t"%&3 har/e3 b'rde& a&d 'bt"t't"%& ad"e3 the& that " &%t +"de"%66"ary
'p%& the .e/"t"6e 'bt"t't"%&$ Whe& e ay %b."/at"%&3 the he"r
• @he r"/ht %+ the %6p'.%ry he"r t% the"r .e/"t"6e ha &% h%"e b't t% %6p.y$
are ab%.'te eept he& there " a a'e +%r
d""&her"ta&e (2) !rovisions which contain a perpetual prohibition
to alienate and even a temporary one beyond
• @he +"de"%66"ary 'bt"t't"%& " %&.y ."6"ted t%
the limit fixed in article "#$
the +ree p%rt"%&
• ,&y perpet'a. pr%h"b"t"%& %& the +"d'"ary t%
ARTICLE <8$ Eery +"de"%66"ary 'bt"t't"%& 6't be a."e&ate the pr%perty " 't %?ay bea'e "&
epre.y 6ade "& %rder that "t 6ay be a."d$ the +"rt p.ae he " pr%h"b"ted +r%6 a."e&at"&/
@he +"d'"ary ha.. be %b."/ed t% de."er the "&her"ta&e t% the pr%perty
the e%&d he"r3 "th%'t %ther ded't"%& tha& th%e h"h
ar"e +r%6 .e/"t"6ate epe&e3 red"t a&d "6pr%e6e&t3 • I+ %&.y +%r a per"%d ea6p.e ;0 year3 he "
ae "& the ae here the tetat%r ha pr%"ded %ther"e$ pr%h"b"ted +r%6 d"p%"&/ the pr%perty +%r ;0
(F8=) year b't a+ter ;0 year he a& a."e&ate U@
ONY t% the 2 N5 HEIR
O4li/aions o# $e #i%uciar'2 • I+ the tetat%r ay "& h" ".. that he "
;$ t% preere the pr%perty pr%h"b"t"&/ h" he"r +r%6 a."e&at"&/ the
2$ t% de."er the pr%perty t% the 2&d he"r pr%perty +%reer3 "t " %"d "&%+ar a "t
• I+ the "&t"t't"%& " SIEN@ a t% the date eeed the 20th year$ I+ "t " 'p t% ;00 year3
he& the de."ery h%'.d be 6ade3 "t h%'.d be "t " a."d %&.y 'p t% 20 year$
#,5E ,@ @HE @I#E O> 5E,@H O> @HE • Pr%h"b"t"%& t% a."e&ate " %&.y 'p t% the +"rt
S@
de/ree
>I5UCI,RY
tated by the%r tetat%r3
; HEIR$ I+ there
the&3 " a h%'.d
that per"%d per"%d
be +%..%ed$ (=) Those which impose upon the heir the charge of
=$ t% 6a?e a& "&e&t%ry %+ the pr%perty paying to various persons successively beyond
the limit prescribed in Article "#$ a certain
9e%ucions $e #i%uciar' can a6e ou o# $e income or pension
.ro.er'2 • @he 'e"e pay6e&t ha.. %&.y be
;$ .e/"t"6ate epe&e ."6"ted t% th%e he"r %&e de/ree +r%6 the
2$ red"t +"rt he"r
=$ "6pr%e6e&t • @h" para/raph app."e "+ the %b."/at"%& t% pay
" 'e"e3 &%t "6'.ta&e%'
ARTICLE <88! @he e%&d he"r ha.. a7'"re a r"/ht t% the
'e"%& +r%6 the t"6e %+ the tetat%rK death3 ee& th%'/h
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 21/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
(4) Those which leave to a person the whole or part of tetat%r3 the %6p'.%ry he"r are e&t"t.ed t%
the hereditary property in order that he may apply the"r .e/"t"6e
or invest the same according to secret instructions • I&t"t't"%& re+er t% the +ree p%rt"%&
communicated to him by the testator
• @h" " &%t a..%ed bea'e e d% &%t ?&% )in%s o# Insiuion2
hat ere the "&tr't"%& 6ade by the 1. Si.le or Pure Insiuion < It " a&
tetat%r t% 'h per%& "&t"t't"%& that ta?e "66ed"ate.y a+ter the death
%+ the tetat%r$ It " ab%.'te a&d &%t 'bet t%
ARTICLE <8<! @he &'.."ty %+ the +"de"%66"ary a&y %&d"t"%&3 har/e %r b'rde&$
'bt"t't"%& d%e &%t pre'd"e the a."d"ty %+ the "&t"t't"%& %+
the he"r +"rt de"/&ated1 the +"de"%66"ary .a'e ha.. 2. Con%iional Insiuion < It " a&
"6p.y be %&"dered a &%t r"tte&$ (F8B) "&t"t't"%& h"h " 'bet t% a %&d"t"%&$ @here
are d"++ere&t ?"&d %+ %&d"t"%&3 e$/$ a t% a'e3
a t% e++et3 a t% 6%de$ C%&d"t"%&a. "&t"t't"%&
• I+ the +"de"%66"ary 'bt"t't"%& " &%t a."d
a& be +%'&d "& ,rt".e 8F;-8FF a&d ,rt".e 88=-
bea'e the %b."/at"%& t% preere a&d tra&6"t
884
ere &%t epre.y 6ade %r bea'e the e%&d
he"r d"e ahead %+ the tetat%r3 there " &% 6%re 3. Insiuion :i$ a Ter < It " a&
+"de"%66"ary 'bt"t't"%&$ @he +"rt he"r ".. t".. "&t"t't"%& that h"h " 'bet t% a ter6 h"h
/et the pr%perty$ It be%6e a "6p.e 'bt"t't"%&$ 6't &eear".y %6e3 a.th%'/h &%t ?&%&
he&$ ,& ea6p.e " he& the tetat%r "&t"t'te
ARTICLE <8=$ , pr%""%& hereby the tetat%r .eae t% a , a a& he"r b't , ".. %&.y ree"e the
per%& the h%.e %r part %+ the "&her"ta&e3 a&d t% a&%ther the "&her"ta&e year a+ter the death %+ the
''+r't3 ha.. be a."d$ I+ he /"e the ''+r't t% ar"%' tetat%r$ It " 're that , ".. ree"e the
per%&3 &%t "6'.ta&e%'.y3 b't 'e"e.y3 the pr%""%& "&her"ta&e b't %&.y 'p%& the death %+ the
%+ art".e 8B= ha.. app.y$ (F8Fa) tetat%r$
4. ,o%al Insiuion < It " a& "&t"t't"%&
• I+ the tetat%r /"e the ''+r't t% , a&d the &a?ed
that h"h +%r a erta"& p'rp%e %r a'e %r that
%&erh"p t% 3 th" " a."d
h"h " pr%"ded '&der ,rt".e 882 a&d 88=$
• I+ the tetat%r /"e the &a?ed %&erh"p t% , a&d
t% a&d C the ''+r't3 re6e6ber "& Pr%perty that
the ''+r't "& +a%r %+ a 6a&y per%& h% ".. • CON5I@ION "& Ob."/at"%& a&d C%&trat " a
.a"6 'e"e.y " &%t a..%ed +'t're %r '&erta"& ee&t %r a pat ee&t
• I+ the tetat%r /"e t% , the &a?ed %&erh"p a&d '&?&%& t% the part"e
the ''+r't t% a&d he& d"e3 C ".. 'eed • CON5I@ION "& S'e"%& " a +'t're %r '&erta"&
t% the ''+r't a&d "+ C d"e3 5 ".. 'eed t% the ee&t %r a pat ee&t '&?&%& t% the part"e
''+r't3 the&3 the tra&+er +r%6 t% C " a."d$ 't 'p%& h"h the a7'""t"%& %r et"&/'"h6e&t %+ a
C t% 5'&der
."6"t " &% ,rt".e
.%&/er 8B=$
a."d bea'e
I+ 3 C "ta&d
" bey%&d the
5 are 't r"/ht '&der a teta6e&tary d"p%"t"%& " 6ade
'bet
+r"e&d3 +r%6 t% C a&d C t% 53 a.. are &%t a."d • @he %&d"t"%& 6't be epre
bea'e are &%t %&e de/ree$
• , @ER# " a day %r t"6e h"h &eear".y %6e
• I+ he /"e the ''+r't t% ar"%' per%& a.th%'/h "t 6ay &%t be ?&%& he&
'e"e.y3 the&3 "t ".. parta?e the &at're %+ a
+"de"%66"ary 'bt"t't"%&$ @he he"r ".. be )in%s o# Con%iion2
b%'&d by the pr%""%& %+ ,rt".e 8B= "&%+ar a ;$ As to %ause
the de/ree " %&er&ed$
a. Poesaive Con%iion - the
• @he +"rt per%& h% e&%y the ''+r't a&d the +'.+"..6e&t depe&d e.'"e.y 'p%& the "..
e%&d per%& e&%y"&/ the ''+r't h%'.d &%t be %+ the he"r3 de"ee %r .e/atee$
bey%&d %&e de/ree3 "+ e are ta.?"&/ %+ 'e"e
e&%y6e&t %+ pr%perty$ b. Casual Con%iion - depe&d 'p%&
ha&e %r the ".. %+ a th"rd per%&
• I+ "t " "6'.ta&e%'3 e d% &%t hae t% %bere the
r'.e %& +"de"%66"ary 'bt"t't"%& c. ,i;e%
'p%& the the he"r -a&d
Con%iion
".. %+ depe&d
part.y part.y
'p%&
ARTICLE <7?$ @he d"p%"t"%& %+ the tetat%r de.ar"&/ a..
ha&e %r the ".. %+ a th"rd per%&$
%r part %+ the etate "&a."e&ab.e +%r 6%re tha& te&ty year 2$ As to &ffect
are %"d$ (&) a. Sus.ensive Con%iion - the
happe&"&/ %+ h"h /"e r"e t% the
• ,rt".e 8F0 pr%"de the per"%d "th"& "&her"ta&e
h"h the tetat%r 6ay ."6"t the d"p%"t"%& %+ h" b. Resoluor' Con%iion - the
pr%perty h"h " %&.y 'p t% 20 year %&.y$ happe&"&/ %+ h"h et"&/'"he the r"/ht t%
I+ 20 year a."d$ the "&her"ta&e$
I+ #ORE tha& 20 year3 hat " %"d " 6ere.y =$ As to 'ode
the ee$ a. Posiive Con%iion - t% d%
I+ the pr%h"b"t"%& " ".e&t3 "t " %&"dered a 20 %6eth"&/ that %'.d happe&$
year$ @he a6e " tr'e "+ the pr%h"b"t"%& " b. Ne/aive Con%iion - t% d%
+%reer$ %6eth"&/ that ".. &%t happe& %r that h%'.d
&%t be d%&e$
SECTION
Con%iional Tesaenar' 9is.osiions an% 4$ As to Form
Tesaenar' 9is.osiions Wi$ a Ter a$ E;.ress Con%iion
b$ I.lie% Con%iion
ARTICLE <71! @he "&t"t't"%& %+ a& he"r 6ay be 6ade
%&d"t"%&a..y3 %r +%r a erta"& p'rp%e %r a'e$ (F90a) ARTICLE <7-$ @he tetat%r a&&%t "6p%e a&y har/e3
%&d"t"%&3 %r 'bt"t't"%& hat%eer 'p%& the .e/"t"6e
prer"bed "& th" C%de$ Sh%'.d he d% %3 the a6e ha.. be
• @here " &% &eed %+ "&t"t't"%& "& the ae %+ %&"dered a &%t "6p%ed$ (8;=a)
.e/"t"6e bea'e re/ard.e %+ the "&te&t"%& %+ the
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 22/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• @he .e/"t"6e h%'.d &%t be "6pa"red
• @here " %&.y %&e pr%h"b"t"%& h"h a& be "6p%ed • ,rt".e 8F " hat e a.. 9ISPOSITION
'p%& the .e/"t"6e a&d that "3 the tetat%r a& CAPTATORIA
a."d.y pr%"de that the .e/"t"6e h%'.d &%t be • 9is.osiion Ca.aoria " he& the tetat%r "&
part"t"%&edGd""ded +%r a per"%d &%t eeed"&/ 20 h" ".. "&t"t'te , a h" he"r pr%"ded that , "..
year$ ,.th%'/h "t " &%t rea..y %&"dered a& a.% /"e the tetat%r a erta"& pr%perty %r /"e t%
"6pa"r6e&t bea'e the pr%pert"e are t"..
pr%pert"e %+ the %6p'.%ry he"r a.th%'/h they the %& %+ the tetat%r erta"& pr%perty
ha.. &%t d""de the pr%pert"e +%r 6%re tha& 20 • It " pr%h"b"ted the %&tr%.."&/ 6%t"e %r the 6a"&
year$ %&"derat"%& "& 'e"%& " the ."bera."ty %+ the
tetat%r$ I+ y%' 6a?e that ?"&d %+ pr%""%&3 the&
ARTICLE <70$ I6p%"b.e %&d"t"%& a&d th%e %&trary t% y%' are 6a?"&/ teta6e&tary pr"".e/e a a
.a %r /%%d 't%6 ha.. be %&"dered a &%t "6p%ed a&d %&trat'a. pr"".e/e$ Y%' are t'r&"&/ y%'r "..
ha.. "& &% 6a&&er pre'd"e the he"r3 ee& "+ the tetat%r "&t% a %&trat$
h%'.d %ther"e pr%"de$ (F92a) • %th the "&t"t't"%& a&d the %&d"t"%& are VOI5
• I+ "t " a 5eed %+ 5%&at"%&3 there " &% d"p%"t"%&
• ,rt".e 8F= ta.? %+ "6p%"b.e %&d"t"%& "6p%ed aptat%r"a "&e the .a re+er t% a "..
"& the "&t"t't"%& %+ he"r
ARTICLE <78$ ,&y p're.y p%tetat"e %&d"t"%& "6p%ed
• I& 'e"%&3 he& there " a& "6p%"b.e %r "..e/a. 'p%& a& he"r 6't be +'.+"..ed by h"6 a %%& a he .ear& %+
%&d"t"%& the&3 the "&t"t't"%& " t".. a."d$ 't the tetat%rK death$
d"re/ard the "6p%"b.e %r "..e/a. %&d"t"%&$ @h" " @h" r'.e ha.. &%t app.y he& the %&d"t"%&3 a.ready
bea'e "& 'e"%&3 the '&der.y"&/ rea%& +%r %6p."ed "th3 a&&%t be +'.+"..ed a/a"&$
the "&t"t't"%& " the ."bera."ty %+ the tetat%r a&d
&%t rea..y the "..e/a. %r "6p%"b.e %&d"t"%&$ • POTESTATIVE CON9ITION " the %&d"t"%& the
• @he .e/a."ty %r "..e/a."ty %+ the %&d"t"%& " t% be +'.+"..6e&t %+ h"h depe&d 'p%& the %.e ".. %+
deter6"&ed at the t"6e he& the %&d"t"%& " t% be the debt%r ("& %b."/at"%& a&d %&trat) %r %+ the
per+%r6ed he"r ('e"%&)
ARTICLE <7$ ,& ab%.'te %&d"t"%& &%t t% %&trat a +"rt Poesaive Con%iion Poesaive Con%iion
%r 'be7'e&t 6arr"a/e ha.. be %&"dered a &%t r"tte&
in O4li/aions an% in Succession
'&.e 'h %&d"t"%& ha bee& "6p%ed %& the "d% %r
"d%er by the deeaed p%'e3 %r by the .atterK ae&da&t Conrac
%r dee&da&t$ Va."d Va."d bea'e the he"r "
Neerthe.e3 the r"/ht %+ ''+r't3 %r a& a..%a&e %r 't he& "t " &at'ra..y "&tereted "&
%6e per%&a. pretat"%& 6ay be de"ed %r be7'eathed t% 'pe&"e at the a6e +'.+".."&/ the %&d"t"%&$
a&y per%& +%r the t"6e d'r"&/ h"h he %r he h%'.d re6a"& t"6e %& the part %+ the S% ee& "+ p%tetat"e
'&6arr"ed %r "& "d%h%%d$ (F9=a) debt%r3 "t " &%t a."d$ a&d 'pe&"e3 the
@h" 6ea& that the %&d"t"%& " t".. a."d$
• ,rt".e 8F4 re+er t% the pr%h"b"t"%& t% 6arry %r %b."/at"%& ".. ar"e "+
re6arry 'bet t% a %&d"t"%&
• RELATIVE PROHI"ITION " a..%ed$ 't "+ th" h"h " t% be +'.+"..ed by
%'.d a6%'&t t% a& ab%.'te pr%h"b"t"%& ."?e t% the debt%r$ @hat " hat
6arry +%r B0 year the& "t " &%t a..%ed$ ,& " p%tetat"e a&d
ea6p.e " pr%h"b"t"%& t% 6arry %r re-6arry a 'pe&"e$ It " &%t a."d
part"'.ar per%& %r pr%h"b"ted t% 6arry a part"'.ar bea'e &at'ra..y the
t"6e debt%r %'.d &%t +'.+"..
the %&d"t"%& bea'e "+
• A"SOLUTE PROHI"ITION " &%t a..%ed$ ,& the %&d"t"%& " +'.+"..ed
ea6p.e " pr%h"b"t"%& t% 6arry %r re-6arry the& he " %b."/ed a.ready
a&yb%dy %r pr%h"b"ted t% 6arry at a.. bea'e he " the debt%r
•
@he e++et %+ a& ab%.'te
be %&"dered a &%t pr%h"b"t"%& " that
r"tte& a&d ha.."t "..
be • @he p%tetat"e %&d"t"%& " t% be %6p."ed "th
d"re/arded a %%& a the he"r .ear& %+ the tetat%r death
bea'e "&e the ".. " re%ab.e d'r"&/ the
E;ce.ions o A4solue Pro$i4iion ."+et"6e %+ the tetat%r3 "t %'.d be 'e.e +%r the
a$ Whe& the %&d"t"%& " "6p%ed he"r t% %6p.y "th the %&d"t"%& ?&%"&/ that "t
'p%& the p%'e by a deeaed p%'e 6ay be re%?ed by the tetat%r a&yt"6e
b$ I+ "6p%ed by the ae&da&t %r
dee&da&t %+ a deeaed p%'e t% the p%'e %+ • O&.y 'bta&t"a. %6p."a&e " re7'"red bea'e
a deeaed p%'e "t " pre'6ed that by "6p%"&/ a p're.y
p%tetat"e %&d"t"%& the tetat%r tr'ted the
he"r e&%'/h t% %6p.y "th the %&d"t"%&
• Ee& "+ "t " the deeaed p%'e h% pr%"de +%r
the pr%h"b"t"%&3 that pr%h"b"t"%& ".. &%t app.y t% the • , a /e&era. r'.e3 "+ a.ready %6p."ed "th by the
.e/"t"6e %+ the p%'e$ O&.y that h"h perta"& t% he"r3 "t 6't be %6p."ed "th a/a"& '&.e "t " %+
her a a %.'&tary he"r (+ree p%rt"%&) " +%r+e"ted 'h a &at're that "t a&&%t be %6p."ed "th
a/a"&
• I& the ;t para/raph %+ ,rt".e 8F43 the pr%perty " ARTICLE <77! I+ the %&d"t"%& " a'a. %r 6"ed3 "t ha..
&%t yet e&%yed$ I& the 2&d para/raph3 there " be '++""e&t "+ "t happe& %r be +'.+"..ed at a&y t"6e be+%re %r
a.ready the r"/ht %+ ''+r't %r a..%a&e %r %6e a+ter the death %+ the tetat%r3 '&.e he ha pr%"ded
per%&a. pretat"%&$ @hat " a..%ed b't "t " %&.y %ther"e$
."6"ted t% ''+r't3 a..%a&e %r per%&a. Sh%'.d "t hae e"ted %r h%'.d "t hae bee& +'.+"..ed at
pretat"%&$ I+ "t " &%t a6%&/ thee =3 "t " &%t the t"6e the ".. a ee'ted a&d the tetat%r a
%&"dered a a a."d pr%h"b"t"%&$ '&aare there%+3 "t ha.. be dee6ed a %6p."ed "th$
I+ he had ?&%.ed/e there%+3 the %&d"t"%& ha.. be
%&"dered +'.+"..ed %&.y he& "t " %+ 'h a &at're that "t
ARTICLE <7$ ,&y d"p%"t"%& 6ade 'p%& the %&d"t"%& a& &% .%&/er e"t %r be %6p."ed "th a/a"&$ (F9B)
that the he"r ha.. 6a?e %6e pr%""%& "& h" ".. "& +a%r %+
the tetat%r %r %+ a&y %ther per%& ha.. be %"d$ (F94a)
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 23/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• ,rt".e 8FF ta.? ab%'t casual %r i;e% con%iion • I+ the he"r %&trae&e the %&d"t"%&3 the he"r "..
• CASUAL CON9ITION " a %&d"t"%& h"h depe&d &% ret'r& hat he %r he ree"ed by ay %+
'p%& ha&e a&dG%r 'p%& the ".. %+ a th"rd per%& "&her"ta&e a&d a.. the +r'"t a&d "&teret
• ,IBE9 CON9ITION " a %&d"t"%& h"h depe&d • Whe& 6%&th.y a..%a&e3 6%&th.y pe&"%&3
'p%& 6%&th.y "&%6e3 ''+r't %r per%&a. pretat"%&
;$ the ".. %+ the he"r ,N5 are /"e& by ay %+ "&her"ta&e a&d the he"r "
'p%& ha&e1 %r pr%h"b"ted +r%6the
ha.. +%r+e"t d%"&/ %6eth"&/3 there
"&her"ta&e3 %ther"e3
" he
&%
2. the ".. %+ the he"r ,N5 re7'"re6e&t %+ /""&/ a e'r"ty$ I+ the he"r
'p%& the ".. %+ a =rd per%& %&trae&e the %&d"t"%&3 the he"r " &%t %b."/ed
• Ea6p.e %+ a 6"ed a&d a'a. %&d"t"%&: LI t% ret'r& the +r'"t a&d "&teret bea'e "& th"
hereby /"e t% , 6y ee.ry pr%"ded that , ".. ea6p.e e app.y by a&a.%/y ,rt".e 8F4 here"&
bear a h".dM &% e'r"ty " re7'"red a&d the he"r " &%t
re7'"red t% ret'r& the +r'"t a&d "&teret$
• @here 6't be at'a. %r tr"t %6p."a&e bea'e
by 'b%rd"&at"&/ the %&d"t"%& 'p%& ha&e3 the
ARTICLE <<?! I+ the he"r be "&t"t'ted '&der a 'pe&"e
tetat%r pre'6ab.y d"d &%t tr't the he"r e&%'/h %&d"t"%& %r ter63 the etate ha.. be p.aed '&der
ad6"&"trat"%& '&t". the %&d"t"%& " +'.+"..ed3 %r '&t". "t
ARTICLE <7<$ , d"p%"t"%& "th a 'pe&"e ter6 d%e be%6e erta"& that "t a&&%t be +'.+"..ed3 %r '&t". the
&%t pree&t the "&t"t'ted he"r +r%6 a7'"r"&/ h" r"/ht a&d arr"a. %+ the ter6$
tra&6"tt"&/ the6 t% h" he"r ee& be+%re the arr"a. %+ the @he a6e ha.. be d%&e "+ the he"r d%e &%t /"e the
ter6$ (F99a) e'r"ty re7'"red "& the preed"&/ art".e$ (80;a)
• ,rt".e 8F8 ta.? ab%'t sus.ensive er • ,rt".e 880 re+er t% a "t'at"%& here"& the
• , er " a day erta"& h"h 6't &eear".y "&t"t't"%& " 'bet t% a sus.ensive con%iion
%6e a.th%'/h "t 6ay &%t be ?&%& he& or er
• Whe& the d"p%"t"%& " 'bet t% a 'pe&"e • Whe& the "&t"t't"%& " 'bet t% a 'pe&"e
ter63 "t 6ea& that the he"r " 're t% "&her"t b't ter6 %r a 'pe&"e %&d"t"%&3 the he"r "&t"t'ted
the de6a&dab"."ty %+ the "&her"ta&e " 't ".. NO@ /et the "&her"ta&e r"/ht aay$ @he he"r
'pe&ded$ @he he"r " &%t pree&ted +r%6 "&t"t'ted t".. ".. hae t% a"t +%r the arr"a. %+
a7'"r"&/ h" r"/ht he& the "&t"t't"%& " 'bet t% the ter6 %r +%r the happe&"&/ %+ the %&d"t"%&$
a 'pe&"e ter6$ @he r"/ht %+ the "&t"t'ted he"r Pe&d"&/ the arr"a. %+ the ter6 %r the happe&"&/
be%6e eted +r%6 the 6%6e&t %+ the death %+ %+ the %&d"t"%&3 the pr%perty b't ha.. be p.aed
the tetat%r3 a.th%'/h the e&%y6e&t %+ the '&der ad6"&"trat"%&$
pr%perty " 't 'pe&ded$ What " 'pe&ded " • , t% h% ".. be e.eted a the ad6"&"trat%r3
't the de6a&dab"."ty %+ the "&her"ta&e b't h" the pr%""%& %+ the R'.e %+ C%'rt "& Spe"a.
r"/ht t% de6a&d be%6e eted 'p%& the 6%6e&t Pr%eed"&/ 6't be %6p."ed "th$ @h%e h%
%+ death$ are pre+erred "& the app%"&t6e&t a
• I& a sus.ensive con%iion( '&.e the %&d"t"%& " ad6"&"trat%r are a.% the .e/a. he"r$
+'.+"..ed3 the "&t"t'ted he"r a7'"re &% r"/ht t% the • @he pr%perty " a.% p.aed '&der ad6"&"trat"%&
"&her"ta&e$ "+ " b%&d " &%t +'r&"hed
• I& @ER#3 the r"/ht ".. pa
ARTICLE <<1! @he app%"&t6e&t %+ the ad6"&"trat%r %+
• I& CON5I@ION3 '&t". a+ter the %&d"t"%& " +'.+"..ed3 the etate 6e&t"%&ed "& the preed"&/ art".e3 a e.. a the
the& the he"r "&t"t'ted ha &% r"/ht t% de6a&d$ 6a&&er %+ the ad6"&"trat"%& a&d the r"/ht a&d %b."/at"%&
• Whe& "&t"t't"%& " 'bet t% a %&d"t"%&3 the %+ the ad6"&"trat%r ha.. be /%er&ed by the R'.e %+ C%'rt$
(804a)
a7'""t"%& %+ r"/ht 6't be deter6"&ed ,@ @HE
@I#E O> @HE >U>I#EN@ O> @HE CON5I@ION$ S%3
at the t"6e %+ the +'.+"..6e&t %+ the %&d"t"%& he& • @h" art".e pea? +%r the app%"&t6e&t %+
the he"r " a.ready dead the&3 there " &% r"/ht t% ad6"&"trat%r3 h"h are d"'ed "& Spe"a.
pea? %+$ Pr%eed"&/
• @he tetat%r a& "&t"t'te a& he"r 'bet t% a • A%inisraor " a per%& app%"&ted by the
re%.'t%ry ter6 bea'e the .a d%e &%t pr%h"b"t "t %'rt t% ta?e are %+ the pr%pert"e %+ the tetat%r
h% d"ed "th%'t a "..
ARTICLE <7=! I+ the p%tetat"e %&d"t"%& "6p%ed 'p%&
the he"r " &e/at"e3 %r %&"t "& &%t d%"&/ %r &%t /""&/ • E;ecuor " the per%& pr%"ded by the tetat%r
%6eth"&/3 he ha.. %6p.y by /""&/ a e'r"ty that he ".. "& h" ".. h% ".. ta?e are %+ h" pr%pert"e
&%t d% %r /"e that h"h ha bee& pr%h"b"ted by the tetat%r3 pe&d"&/ ett.e6e&t %+ h" etate
a&d that "& ae %+ %&trae&t"%& he ".. ret'r& hateer he
6ay hae ree"ed3 t%/ether "th "t +r'"t a&d "&teret$ ARTICLE <<-$ @he tate6e&t %+ the %bet %+ the
(800a) "&t"t't"%&3 %r the app."at"%& %+ the pr%perty .e+t by the
tetat%r3 %r the har/e "6p%ed by h"63 ha.. &%t be
,rt".e 8F9 ta.? %+ NEGATIVE POTESTATIVE %&"dered a a %&d"t"%& '&.e "t appear that 'h a
•
h" "&te&t"%&$
a %&d"t"%& that " p're.y depe&de&t
CON9ITION(
'p%& the ".. %+ the he"r3 de"ee %r .e/atee h"h @hat h"h ha bee& .e+t "& th" 6a&&er 6ay be .a"6ed
at %&e pr%"ded that the "&t"t'ted he"r %r h" he"r /"e
%&"t %+ &%t d%"&/ %r &%t /""&/ %6eth"&/ e'r"ty +%r %6p."a&e "th the "he %+ the tetat%r a&d
• U&der th" art".e3 "&her"ta&e " "66ed"ate.y +%r the ret'r& %+ a&yth"&/ he %r they 6ay ree"e3 t%/ether
de6a&dab.e +r%6 the 6%6e&t %+ death %+ the "th "t +r'"t a&d "&teret3 "+ he %r they h%'.d d"re/ard
tetat%r th" %b."/at"%&$ (F9Fa)
• 't3 the he"r %r de"ee 6't /"e a caucion
uciana • ,rt".e 882 re+er t% ,O9AL INSTITUTION
(200; ar J'et"%&)
• CAUCION ,UCIANA " the e'r"ty /"e& by a&
he"r h% " 'bet t% a p%tetat"e %&d"t"%& h"h • ,O9AL INSTITUTION " the "&t"t't"%& here"&
" &e/at"e %r h% " 'bet t% the %&d"t"%& h"h the tate6e&t %+ the %bet %+ the "&t"t't"%&3 %r
%&"t "& &%t d%"&/ %r &%t /""&/ %6eth"&/ the app."at"%& %+ the pr%perty .e+t by the
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 24/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
tetat%r3 %r the har/e "6p%ed by h"63 ha.. &%t be that %ther per%& pree&ted h"6 +r%6 +'.+".."&/
%&"dered a a %&d"t"%& '&.e "t appear that h" %b."/at"%&$
'h a h" "&te&t"%&$ • Ea6p.e %+ %&tr't"e +'.+"..6e&t " he& a
• I+ the he"r d%e &%t %6p.y "th the %bet %r the th"rd per%& 't the ha&d %+ the he"r % that
attetat"%& a&d the p'rp%e %+ the "&t"t't"%&3 the 'h he"r a&&%t pa"&t a p%rtra"t %+ the tetat%r
he"r +%r+e"t the "&her"ta&e a&y6%re$
•
I+ the "&t"t't"%&
"66ed"ate.y e&%y"the
'bet t% a 6%de3 the he"r
pr%perty ARTICLE <<! C%&d"t"%& "6p%ed by the tetat%r 'p%&
the he"r ha.. be /%er&ed by the r'.e etab."hed +%r
• @he he"r " re7'"red t% +'r&"h a e'r"ty % that he %&d"t"%&a. %b."/at"%& "& a.. 6atter &%t pr%"ded +%r by th"
Set"%&$ (F9;a)
".. d% hat ha bee& "6p%ed by the tetat%r
• I+ there " d%'bt a t% hether the "&t"t't"%& " a
6%de %r %&d"t"%&3 "t " re%.ed "& +a%r %+ a 6%de • ,& ea6p.e %+ the a6e r'.e %& %&d"t"%&
bea'e e hae t% %&"der that the rea. rea%& "& app."ed b%th t% 'e"%& a&d %b."/at"%& a&d
the "&t"t't"%& " the ."bera."ty %+ the tetat%r %&trat " a& "&t"t't"%& 'bet t% a re%.'t%ry
• ,%rd"&/ t% Para3 "+ there " a d%'bt a t% hether %&d"t"%&$ 't ."?e "& %b."/at"%& a&d %&trat3
"t " a 6%de %r a '//et"%&3 "t " %&"dered a a the he"r "66ed"ate.y e&%y the pr%perty$ 't
'//et"%& bea'e "t " .e b'rde&%6e 'p%& the +'.+"..6e&t %+ the re%.'t%ry %&d"t"%&
the he"r eae t% e&%y the pr%perty$ @he
happe&"&/ %+ the %&d"t"%& /"e r"e t% the
,O9E CON9ITION
et"&/'"h6e&t %+ the r"/ht t% the "&her"ta&e
@h" re+er t%: I+ "t re+er t% %ther
a$ t th"&/3 y%' a& ay that • I+ there are pe"+" pr%""%& "& 'e"%&
he %bet %+ the they are %&d"t"%&$ re+err"&/ t% %&d"t"%& a&d thee %&d"t"%& are
"&t"t't"%&1 &%t the a6e a "& %b."/at"%& a&d %&trat3 the
b$ t pr%""%& "& 'e"%& ha.. prea".
he app."at"%& %+ • I& 'e"%&3 a& "6p%"b.e %&d"t"%& ha.. be
the pr%perty1 a&d %&"dered a &%t r"tte& a&d %3 the "&t"t't"%&
$ ha.. t".. be /"e& e++et$
har/e I& %b."/at"%& a&d %&trat3 "+ the %b."/at"%& "
•
He"r "66ed"ate.y e&%y He"r d% &%t e&%y the 'bet t% a& "6p%"b.e %&d"t"%& b%th the
the pr%perty 'p%& the pr%perty a+ter the death %&d"t"%& a&d the %b."/at"%& are a&&'..ed
death %+ the tetat%r3 %+ the tetat%r b't %&.y
pr%"ded he ha +'r&"hed 'p%& the +'.+"..6e&t %+ ARTICLE <<! @he de"/&at"%& %+ the day %r t"6e he&
e'r"ty the %&d"t"%& the e++et %+ the "&t"t't"%& %+ a& he"r ha.. %66e&e %r
It " %b."/at%ry 'p%& the It " &%t %b."/at%ry 'p%& eae ha.. be a."d$
I& b%th ae3 the .e/a. he"r ha.. be %&"dered a
"&t"t'ted
ha he"r a&d
t% %6p.y %3 the
"th he the part the
bea'e %+ the he"r
%&d"t"%& a..ed t% the 'e"%& '&t". the arr"a. %+ the per"%d %r "t
%bet %+ the "&t"t't"%& %r 6ay %r 6ay &%t happe& ep"rat"%&$ 't "& the +"rt ae he ha.. &%t e&ter "&t%
p%e"%& %+ the pr%perty '&t". a+ter ha"&/ /"e& '++""e&t
the b'rde& "6p%ed by
e'r"ty3 "th the "&tere&t"%& %+ the "&t"t'ted he"r$ (80)
the tetat%r$ @he +a".'re
t% d% % %'.d re'.t "&
the +%r+e"t're %+ the • @h" art".e ta.? ab%'t a& "&t"t't"%& 'bet
"&her"ta&e t% e"ther a sus.ensive er %r resoluor'
Whe& y%' are "& d%'bt3 't "+ the %&d"t"%& er
treat the a6e a a 6%de happe&3 the b'rde& " • I+ "t " 'bet t% a sus.ensive er3 the
bea'e he& there " a hea"er bea'e a de6a&dab"."ty %+ the pr%perty "&her"ted ha.. be
%&d"t"%&3 the b'rde& " %&d"t"%& %b."/ate ,N5 'pe&ded '&t". a+ter the arr"a. %+ the ter6$ I+ "&
hea"er$ , 6%de 6ere.y 'pe&d$ the 6ea&t"6e the "&t"t'ted he"r d"e be+%re the
%b."/ate b't d%e &%t arr"a. %+ the ter63 h" r"/ht ha.. pa %& t% h"
'pe&d$ %& he"r bea'e the he"r a.ready a7'"red
r"/ht t% the pr%perty +r%6 the 6%6e&t %+ death
ARTICLE <<0! Whe& "th%'t the +a'.t %+ the he"r3 a& a.th%'/h the de6a&dab"."ty " 't p%tp%&ed$
"&t"t't"%& re+erred t% "& the preed"&/ art".e a&&%t ta?e
e++et "& the eat 6a&&er tated by the tetat%r3 "t ha.. be • I+ the "&t"t't"%& " 'bet t% a resoluor'
%6p."ed "th "& a 6a&&er 6%t a&a.%/%' t% a&d "& er3 "66ed"ate.y a+ter the death %+ the
%&+%r6"ty "th h" "he$ tetat%r3 the he"r e&%y the pr%perty a&d 'p%&
I+ the per%& "&tereted "& the %&d"t"%& h%'.d pree&t "t arr"a. %+ the ter6 the he"r ha.. ret'r& the
+'.+"..6e&t3 "th%'t the +a'.t %+ the he"r3 the %&d"t"%& ha.. be pr%perty$
dee6ed t% hae bee& %6p."ed "th$ (F98a)
Insances :$erein $e le/al $eirs or $e
• ,rt".e 88= ta.? ab%'t su4sanial co.liance %r insiue% $eirs are o /ive a securi'2
consrucive #ul#illen 1. Whe& the "&t"t't"%& " 'bet t% a
• W"th%'t the +a'.t %+ the he"r "&t"t'ted3 the 'pe&"e ter63 the .e/a. he"r a& e&%y the
%b."/at"%& a&&%t be +'.+"..ed by the he"r eat.y "& pr%perty pe&d"&/ the arr"a. %+ the ter6
the 6a&&er tated by the tetat%r$ pr%"ded that the .e/a. he"r ha.. /"e
• 't a .%&/ a "t " 'bta&t"a..y "& a%rda&e "th e'r"ty (,rt".e 88)1
the %b."/at"%& "6p%ed the& the "&t"t't"%& ".. ta?e 2. I& 6%da. "&t"t't"%&3 the he"r "&t"t'ted
e++et$ 'bet t% a 6%de ha.. /"e e'r"ty be+%re
• Ea6p.e %+ 'bta&t"a. %6p."a&e " he& the he"r the he"r a& e&%y the pr%perty (,rt".e 882)1
" %b."/ated t% pa"&t a p%rtra"t %+ the tetat%r b't a&d
the p%rtra"t " &%t a& eat ree6b.a&e %+ the 3. Whe& the "&t"t't"%& " 'bet t% a &e/at"e
tetat%r$ Neerthe.e3 there " 'bta&t"a. p%tetat"e %&d"t"%& %r %&"t "& &%t d%"&/
%6p."a&e$ %r &%t /""&/ the& the he"r "&t"t'ted 6't
• Ee& "+ the %b."/at"%& a&&%t be +'.+"..ed "th3 t"..3 "t a.% /"e a e'r"ty h"h " a..ed a'"%&
" a "+ "t " +'.+"..ed by %&tr't"e +'.+"..6e&t$ @he 6'"a&a (,rt".e 8F9)$
"&t"t'ted he"r h%'.d &%t be pre'd"ed by the +at
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 25/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
SECTION h".dre&3 "t " he& the ae&da&t %r pare&t
Le/iie "&her"t$ It " e"ther the .e/"t"6ate h".dre& %r
dee&da&t3 pare&t %r ae&da&t$ @hey "..
Si.ler Ta4le o# Le/iie *#ro $e 4oo6 o# &%t %&'r$
Paras+ • I..e/"t"6ate h".dre& %&'r "th .e/"t"6ate
h".dre&$ @hey %&'r "th the pare&t %r
I..e/"t"6ate Ch".dre& < ;G= I..e/"t"6ate Pare&t < ae&da&t$ @hey %&'r "th the 'r""&/
S'r""&/ Sp%'e < ;G= p%'e$ I..e/"t"6ate h".dre& are concurrin/
I..e/"t"6ate h".dre& < S'r""&/ Sp%'e < 3 co.ulsor' $eirs
S'r""&/ Sp%'e < ;G8 ;G=3 • r%ther a&d "ter are &%t %6p'.%ry he"r
e/"t"6ate Pare&t <
I..e/"t"6ate Ch".dre& < e/"t"6ate Ch".d a.%&e < ARTICLE <<<! @he .e/"t"6e %+ .e/"t"6ate h".dre& a&d
e/"t"6ate Pare&t < dee&da&t %&"t %+ %&e-ha.+ %+ the hered"tary etate %+
e/"t"6ate Pare&t < ; e/"t"6ate Ch".d < the +ather a&d %+ the 6%ther$
S'r""&/ Sp%'e < S'r""&/ p%'e < @he .atter 6ay +ree.y d"p%e %+ the re6a"&"&/ ha.+3
I..e/"t"6ate Pare&t < 2 %r 6%re .e/"t"6ate 'bet t% the r"/ht %+ "..e/"t"6ate h".dre& a&d %+ the
S'r""&/ Sp%'e < h".dre& < 'r""&/ p%'e a here"&a+ter pr%"ded$ (808a)
S'r""&/ p%'e - a6e
a ; .e/"t"6ate h".d • @he .e/"t"6e %+ .e/"t"6ate h".dre& " %+ the
I..e/"t"6ate Ch".d a.%&e < e/"t"6ate Ch".d < &et hered"tary etate
I..e/"t"6ate h".d < %+ • @he .e/"t"6e %+ the 'r""&/ p%'e a&d
e/"t"6ate Pare&t a.%&e eah .e/"t"6ate h".d "..e/"t"6ate h".dre& ha.. be ta?e& +r%6 the +ree
< p%rt"%&$ What re6a"& " the +ree d"p%a.
• @"p: C%6p'te +"rt the .e/"t"6e %+ the
ARTICLE <<8$ Le/iie " that part %+ the tetat%rK h".dre& be+%re the p%'e pr%"ded there are 2
pr%perty h"h he a&&%t d"p%e %+ bea'e the .a ha %r 6%re .e/"t"6ate h".dre&
reered "t +%r erta"& he"r h% are3 there+%re3 a..ed
%6p'.%ry he"r$ (80B)
ARTICLE <<=! @he .e/"t"6e %+ .e/"t"6ate pare&t %r
ae&da&t %&"t %+ %&e-ha.+ %+ the hered"tary etate %+
• Whe& "t %6e t% +%re"/&er3 the "&tr"&" the"r h".dre& a&d dee&da&t$
a."d"ty %+ the ".. ha.. be /%er&ed by the &at"%&a. @he h".dre& %r dee&da&t 6ay +ree.y d"p%e %+ the
.a %+ the deede&t$ S%3 "+ "& the"r %'&try there " %ther ha.+3 'bet t% the r"/ht %+ "..e/"t"6ate h".dre& a&d
%+ the 'r""&/ p%'e a here"&a+ter pr%"ded$ (809a)
&% yte6 %+ .e/"t"6e3 the ".. " t".. a."d$
• Ph"."pp"&e +%..% a yte6 %+ .e/"t"6e
• @he .e/"t"6e %+ .e/"t"6ate pare&t " %+ the
• @he p'rp%e %+ pr%"d"&/ +%r .e/"t"6e " t%
&et hered"tary etate$ It " the a6e bea'e
pr%tet the %6p'.%ry he"r %+ the tetat%r
bea'e the tetat%r by h" pa"%&3 pre'd"e .e/"t"6ate pare&t "&her"t "& the abe&e %+
.e/"t"6ate h".dre&$
6"/ht 't %6"t h" %6p'.%ry he"r$
• I+ the pare&t are .e/"t"6ate3 they are
ARTICLE <<7! @he +%..%"&/ are co.ulsor' $eirs: e.'ded %&.y by the pree&e %+ .e/"t"6ate
(;) e/"t"6ate h".dre& a&d dee&da&t3 "th repet t% the"r h".dre&$ @hey %&'r "th "..e/"t"6ate h".dre&$
.e/"t"6ate pare&t a&d ae&da&t1 • 't "+ the pare&t %r ae&da&t are
(2) I& de+a'.t %+ the +%re/%"&/3 .e/"t"6ate pare&t a&d "..e/"t"6ate3 they are e.'ded ee& by the
ae&da&t3 "th repet t% the"r .e/"t"6ate h".dre& a&d
pree&e %+ "..e/"t"6ate h".dre& %r dee&da&t$
dee&da&t1
(=) @he "d% %r "d%er1
(4) ,?&%.ed/ed &at'ra. h".dre&3 a&d &at'ra. h".dre& by ARTICLE <=?! @he .e/"t"6e reered +%r the .e/"t"6ate
.e/a. +"t"%&1 pare&t ha.. be d""ded betee& the6 e7'a..y1 "+ %&e %+ the
() Other "..e/"t"6ate h".dre& re+erred t% "& art".e 28F$ pare&t h%'.d hae d"ed3 the h%.e ha.. pa t% the
C%6p'.%ry he"r 6e&t"%&ed "& N%$ =3 4 a&d are &%t 'r"%r$
e.'ded by th%e "& N%$ ; a&d 21 &e"ther d% they e.'de I+ the tetat%r .eae &e"ther +ather &%r 6%ther3 b't "
'r"ed by ae&da&t %+ e7'a. de/ree %+ the pater&a. a&d
%&e a&%ther$
I& a.. ae %+ "..e/"t"6ate h".dre&3 the"r +"."at"%& 6't be 6ater&a. ."&e3 the .e/"t"6e ha.. be d""ded e7'a..y
d'.y pr%ed$ betee& b%th ."&e$ I+ the ae&da&t h%'.d be %+ d"++ere&t
@he +ather %r 6%ther %+ "..e/"t"6ate h".dre& %+ the three de/ree3 "t ha.. perta"& e&t"re.y t% the %&e &earet "&
.ae 6e&t"%&ed3 ha.. "&her"t +r%6 the6 "& the 6a&&er a&d de/ree %+ e"ther ."&e$ (8;0)
t% the ete&t etab."hed by th" C%de$ (80Fa)
• @h" " the "&her"ta&e %+ the pare&t %r
• @h" ha bee& a.ready 7'a."+"ed by the >a6".y ae&da&t
C%de bea'e the >a6".y %de d%e &%t 6e&t"%& • Obere the rule on .ro;ii' < the &earer
a?&%.ed/ed &at'ra. h".dre& %r &at'ra. h".dre& re.at"e e.'de th%e h% are +arther
by .e/a. +"t"%&$ We %&.y hae .e/"t"6ate h".dre& • I& the ae&d"&/ ."&e3 there " &% r"/ht %+
a&d "..e/"t"6ate h".dre&$ repree&tat"%&
• ,rt".e 88F e&'6erate h% are the • ,.ay re6e6ber t% d""de e7'a..y betee&
co.ulsor' $eirs the 6ater&a. "de a&d the pater&a. "de
•
@he depr"e
a&&%t %rd co.ulsor'
the he"r %+ 6ea& that b't
the"r hare the the
tetat%r
he"r
ARTICLE <=1! @he ae&da&t h% "&her"t +r%6 h"
ha the ."berty hether %r &%t t% aept the
dee&da&t a&y pr%perty h"h the .atter 6ay hae
"&her"ta&e$ It " &%t %6p'.%ry 'p%& the he"r t% a7'"red by /rat'"t%' t"t.e +r%6 a&%ther ae&da&t3 %r a
aept b't " %6p'.%ry 'p%& the tetat%r t% br%ther %r "ter3 " %b."/ed t% reere 'h pr%perty a he
pr%"de %6eth"&/ +%r h" he"r$ 6ay hae a7'"red by %perat"%& %+ .a +%r the be&e+"t %+
re.at"e h% are "th"& the th"rd de/ree a&d h% be.%&/ t%
• @he .riar' co.ulsor' $eirs the .e/"t"6ate
the ."&e +r%6 h"h a"d pr%perty a6e$ (8F;)
h".dre&3 "d% %r "d%er3 a&d "..e/"t"6ate
h".dre&$ @hey "&her"t a.. at the a6e t"6e$ @hey
%&'r "th eah %ther$ • ,rt".e 89; ta.? ab%'t RESERVA TRONCAL
• @he .e/"t"6ate pare&t are secon%ar'
co.ulsor' $eirs$ I& the abe&e %+ .e/"t"6ate
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 26/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• @he p'rp%e %+ reere tr%&a. " t% pree&t the • @he reservor " &%t 6ere.y a ''+r't'ary$
pr%perty %+ %&e +a6".y +r%6 +a.."&/ "&t% the ha&d %+ He " the +'.. %&er %+ the pr%perty$ He a&
a&%ther +a6".y a."e&ate3 d%&ate %r p.ed/e the pr%perty$ He %&
• @he %&ept %+ reere tr%&a. " t% ret'r& the the pr%perty b't h" %&erh"p " 'bet t% a
pr%perty +r%6 here "t %r"/"&a..y a6e +r%6 RESOU@ORY CON5I@ION$ Up%& the happe&"&/ %+
• @he %&ept %+ reera tr%&a. " at'a..y a the re%.'t%ry %&d"t"%&3 the %&erh"p %+ the
b'rde& %r retr"t"%& %r a har/e %& the .e/"t"6e %+ reer%r ".. be et"&/'"hed$
the ae&da&t$ • @he re%.'t%ry %&d"t"%& " that 'p%& the
death %+ the reer%r3 there 6't be reeree %r
Paries involve% in Reserva Troncal2 re.at"e %+ the dee&da&t pr%p%"t' h% are
;$ Or"/"& %+ the pr%perty IVIND ,N5 WI@HIN @HE =R5 5EDREE O>
2$ Pr%p%"t' CONS,NDUINI@Y +r%6 the dee&da&t pr%p%"t'$
= Reer%r %r reer"ta Up%& the happe&"&/ %+ th" re%.'t%ry %&d"t"%&3
4$ Reeree %r reerat%r"% the %&erh"p %+ the reer%r " et"&/'"hed$
Or"/"& Reer%r • 't the d"p%"t"%& a/a"& " a.% 'bet t% the
Reeree re%.'t%ry %&d"t"%& that 'p%& the death %+ the
reer%r (ae&da&t)3 "+ there are .""&/
reeree3 the& the e++et %+ the a."e&at"%&
be%6e "&e++et"e$
Pr%p%"t' • I+ the reer%r %.d the pr%perty t% a th"rd
ORIGIN per%&3 the %b."/at"%& %+ the reer%r3 "+ "t " a
per%&a. pr%perty3 " &%t t% ret'r& b't the etate
• @he ori/in 6't be a .e/"t"6ate re.at"e3 e"ther %+ the reer%r 6't pay the a.'e t% the
the .e/"t"6ate 6%ther %r +ather %r ae&da&t %r reeree$
.e/"t"6ate ha.+-br%ther %r ha.+-"ter • I+ hat a %.d a a rea. pr%perty3 "+ the = rd
• It a&&%t be +'.. b.%%d br%ther a&d "ter party " NO@ "&&%e&t3 a 'h that he ?&% that
bea'e there %'.d be &% d"t"&t"%& a t% the the pr%perty " 'bet t% the reere tr%&a.3
."&e$ the& that =rd party " %b."/ed t% ret'r& the
@he pr%perty tra&+erred +r%6 the %r"/"& t% the pr%pert"e t% the reeree$
•
pr%p%"t' 6't be OWNE5 by the %r"/"& • 't "+ the =rd party " a& "&&%e&t p'rhaer %r
"&&%e&t 6%rt/a/%r3 the& the r"/ht %+ the
PROPOSITUS reeree %&"t %+ de6a&d"&/ pay6e&t +r%6
@he .ro.osius 6't be a dee&da&t %+ the the etate %+ the reer%r %r de6a&d"&/ pay6e&t
•
+r%6 the ,'ra&e >'&d '&der the a&d
%r"/"&
a %r %+ the
.e/"t"6ate ha.+ br%ther %r ha.+ "ter$ It 6't be
re.at"%&h"p$ Re/"trat"%& ,'th%r"ty$
• O4li/aions o# $e reservor %urin/ $e
• @he tra&+er +r%6 the %r"/"& t% the pr%p%"t'
su4sisence o# $e reserve2
h%'.d be by /rat'"t%' t"t.e3 h"h " e"ther the
%r"/"& d%&ated the pr%perty t% the pr%p%"t' %r the 1. @he reer%r 6't 6a?e a& "&e&t%ry %+ the
pr%p%"t' "&her"ted the pr%perty +r%6 the %r"/"&$ pr%perty ree"ed by %perat"%& %+ .a +r%6
the dee&da&t1
• @he pr%p%"t'3 there be"&/ &% %b."/at"%& t%
2$ He 6't re/"ter the "&e&t%ry "th the
reere yet %& h" part3 a& 't d"p%e the
Re/"try %+ Pr%perty1
pr%perty t% a&yb%dy$ He a& 'e the pr%perty %r he
a& detr%y the pr%perty$ @hat " hy the 3. I+ the pr%perty ree"ed +r%6 the dee&da&t
pr%p%"t' " a..ed the ,RI@ER %+ the reere " Rea. pr%perty3 the& the reer%r ha the
bea'e "t " "th"& the ha&d %+ the pr%p%"t' %b."/at"%& t% +'r&"h a b%&d3 6%rt/a/e %r
hether %r &%t the reere ".. ar"e$ I+ the e'r"ty t% "&'re the a+e de."ery %+ the
pr%p%"t' ".. detr%y the pr%perty3 the& reera pr%perty t% the reeree h% 6"/ht be .""&/
tr%&a.
pr%pertya&&%t ar"e$ I+ the pr%p%"t'
reere reere the
'&t". h" death3 the& tr%&a. 6ay 4. at the t"6e %+ the death %+ the reer%r1
I+ the rea. pr%perty " a.ready re/"tered3 the&
ar"e$ I+ the pr%p%"t' ha h".dre& %+ h" %&3 the reer%r " %b."/ed t% a&&%tate the
the& reere tr%&a. a&&%t ar"e$ reere$ He 6't d% th" "th"& 90 day +r%6
• Up%& the death %+ the pr%p%"t'3 the %b."/at"%& the t"6e he ree"ed the pr%perty +r%6 the
t% reere ".. &% ar"e$ @he pr%p%"t' d"ed "th dee&da&t %r +r%6 the t"6e the %'rt 6a?e
&% "'e a&d &% h".dre&3 the&3 the a6e pr%perty a de""%& that the reer%r " e&t"t.ed t%
ree"ed +r%6 the %r"/"& " tra&+erred t% the ree"e the pr%perty$ I+ the reer%r d%e &%t
reer%r (ae&da&t) by OPER,@ION O> ,W$ 6a?e the a&&%tat"%&3 the& the reeree
hae the r"/ht t% +".e a& at"%& t% %6pe. the
• Whe& the pr%p%"t' d"ed "th a "..3 hat " reer%r t% 6a?e the a&&%tat"%& b't they
tra&+erred by %perat"%& %+ .a " the p%rt"%& 6't a"t a+ter the .ape %+ 90 day$ @he
%rrep%&d"&/ t% the .e/"t"6e %+ the reer%r$ I+ a&&%tat"%& "te.+ " '++""e&t pr%tet"%& %r "+
there " NO "..3 the e&t"re pr%perty " tra&6"tted there " &% a&&%tat"%&3 b%&d3 e'r"ty3 %r
t% the reer%r by %perat"%& %+ .a$ 6%rt/a/e 6't be +'r&"hed$
• @he ery a6e pr%perty ree"ed by the 5. @he reer%r a.% 6't &%t 'bt"t'te the
pr%p%"t' +r%6 the %r"/"& 6't be the a6e pr%perty "th a&%ther$ @he a6e pr%perty
pr%perty tra&+erred t% the reer%r ree"ed +r%6 the %r"/"& a&d +r%6 the
• I+ the %r"/"& (ae&da&t) .e+t a& "&'ra&e p%."y dee&da&t 6't be a6e pr%pert"e t% be
here the pr%p%"t' a the be&e+""ary3 there " /"e& t% the reeree
&% reere "+ the ah ree"ed by the pr%p%"t' &xceptions :
a "&her"ted by h" 6%ther bea'e the pr%eed 1. I+ the pr%perty " %.d t% the "&&%e&t
+r%6 the "&'ra&e p%."y ere &%t ree"ed by the p'rhaer +%r a.'e3 "& e++et the
pr%p%"t' +r%6 the %r"/"& b't +r%6 the "&'ra&e %b."/at"%& %+ the reer%r " 'bt"t'ted
%6pa&y$ "th the %b."/at"%& t% pay 6%&ey t%
reere1
RESERVOR
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 27/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
2. I+ the pr%perty " .%t %r detr%yed "th%'t
the +a'.t %+ the reer%r3 the& the %b."/at"%& • Reera tr%&a. deter6"&e %&.y a .a %+
" et"&/'"hed$ re.at"e h% %'.d be e&t"t.ed t% the pr%perty
a+ter the death %+ the tetat%r$ 't a t% h% "..
• @he reeree 6ay "&tere&e "& the pe"+"a..y be e&t"t.ed t% the pr%perty3 +%..% the
.a&d re/"trat"%& pr%eed"&/ &%t +%r the p'rp%e %+ r'.e %& .e/a. %r "&tetate 'e"%&
%pp%"&/ the re/"trat"%& b't +%r the p'rp%e %+
• I& .e/a. %r "&tetate 'e"%&3 the &earer
ha"&/ the"r .a"6 t% the reera be"&/ a&&%tated
t% the t"t.e re.at"e e.'de the +arther$ @h%e h% are "&
the dee&d"&/ ."&e are +a%red tha& th%e h%
• I+ the reeree d"d &%t "&tere&e "& the are "& the ae&d"&/ ."&e$ ,&d th%e h% are "&
a"d pr%eed"&/3 "th"& ; year3 they a& +".e +%r a the d"ret ."&e are +a%red %ther tha& th%e h%
re"e %+ deree %+ re/"trat"%& % that they a& are "& the %..atera. ."&e$
a'e the a&&%tat"%& there%+$ 't they a& &%
.%&/er d% % bey%&d the ;-year per"%d "+ the T$e o4li/aion o# $e reservors esae u.on $is
p'rhaer " "&&%e&t$ I+ the p'rhaer " &%t %ea$ i# $e .ro.er' %eerioraes inclu%es :
"&&%e&t3 the ;-year per"%d d%e &%t app.y$ @he ;$ re"6b're the reeree +%r the a.'e %+ the
p'rhaer 6ay t".. be %b."/ed t% ret'r& the deter"%rat"%& +r%6 the e'r"ty +'r&"hed by
pr%perty bea'e ?&%.ed/e " e7'"a.e&t t% the reer%r1 %r
re/"trat"%&$ 2$ .a"6 re"6b're6e&t +r%6 the etate %+ the
reer%r$
RESERVEES
• Reservees are = rd de/ree re.at"e %+ the - $eories on $e value o# $e reserva2
pr%p%"t'$ 1. U&der the the%ry %+ RESERVA ,ABI,A3 a..
• Up%& the death %+ the reer%r3 "+ there are t".. that a& be e6braed %r "&.'ded "& the .e/"t"6e
re.at"e "th"& the =rd de/ree %+ the pr%p%"t' ha.. be %&"dered a reerab.e pr%perty$
h% are t".. .""&/3 the& the %&erh"p %+ the 2. U&der the the%ry %+ RESERVA ,INI,A3 %&.y
reer%r " et"&/'"hed a&d the pr%perty ".. &% H,> %+ the pr%perty ree"ed +r%6 the %r"/"& t%
/% t% the reeree$ the dee&da&t " tra&+erred t% the ae&da&t
• @he reeree "&her"t +r%6 the pr%p%"t'3 &%t reer%r a .e/"t"6e$
+r%6 the reer%r$ @he reer%r " at'a..y a
%&d"t"%&a. he"r %+ the pr%p%"t'$ Ea6p.e: Pr%p%"t' "&her"t a .a&d %rth P003000$
• @he reeree a.ready hae r"/ht t% the Up%& h" death3 he a.% ha P ;# %rth %+ pr%pert"e
pr%perty b't the"r "&her"ta&e " 'bet t% the a"de +r%6 the P 003000$@he dee&da&t pr%p%"t'
%&d"t"%& that they 6't be .""&/ at the t"6e %+ the ha &% "'e a&d th'3 a.. h" pr%pert"e ".. /% t% h"
death %+ the reer%r$ +ather (ae&da&t)$ @he dee&da&t 6ade a "..
/""&/ a.. h" pr%pert"e t% h" +ather$ I+ the +ather ha
• 5'r"&/ the ."+et"6e %+ the reer%r the &% %ther pr%pert"e3 h% 6'h h%'.d be the a.'e %+
reeree a& %6pe. the reer%r t% +'r&"h b%&d3 the pr%pert"e a6e +r%6 the pr%p%"t' h%'.d the
e'r"ty3 6%rt/a/e %r t% a&&%tate the reera reer%r (+ather) reere "& +a%r %+ the reeree
bea'e they a.ready "&her"t 'h pr%perty
a.th%'/h %&d"t"%&a.$ 't the r"/ht %+ at"%& %+ the • @he .e/"t"6e %+ the ae&da&t " PF030003
reeree %66e&e %&.y +r%6 the death %+ the h"h " +r%6 P ;$ # d""ded by 2$ U&der the
reer%r$ , .%&/ a the reer%r " a."e3 "+ the the%ry %+ reserve a;ia3 the reerab.e
reer%r e.. the pr%perty t% the =rd per%&3 the pr%perty " that h"h a& be e6braed "& the
reeree a&&%t "6p'/& the a.e 6ade by the .e/"t"6e$ , 'h3 the e&t"re P 003000 "
reer%r$ @hey %&.y hae the r"/ht t% de6a&d that reerab.e bea'e "t a& be e6braed "& the
the reer%r a&&%tate the reera %r that the h%.e .e/"t"6e %rth P F03000$ O't %+ the
reer%r /"e e'r"ty3 b%&d %r 6%rt/a/e$ .e/"t"6e3 P 003000 " reerab.e a&d P
• Reeree a& e.. the pr%perty the6e.e 203000 " pr%perty %&ed by the dee&da&t$
ee& "+ the reer%r " t".. a."e$ • U&der the the%ry %+ reserva inia3 %&.y
• @h" " &%t a ae %+ +'t're "&her"ta&e bea'e ha.+
the reeree "&her"t &%t +r%6 the reer%r b't +r%6 the %+ the pr%perty
dee&da&t " ree"ed +r%6
reerab.e$ S%3theha.+
%r"/"&
%+ t%
P
the pr%p%"t'$ @h" " a ae %+ a.e %+ +'t're 003000 a&d ha.+ %+ P ;# ".. be part %+ the
pr%perty %r e6pt"% re" peratae$ @he a.e %+ +'t're .e/"t"6e3 h"h " e7'a. t% P F03000$ @h'3 the
pr%perty " a."d 'bet t% the %&d"t"%& that "t reerab.e pr%perty " %&.y P 2030003 h"h "
h%'.d e"t$ ha.+ %+ the pr%perty ree"ed +r%6 the %r"/"& t%
the dee&da&t$
,R@ICE ;4B; NEW CIVI CO5E$ @h"&/ ha"&/ a
p%te&t"a. e"te&e 6ay be the %bet %+ the Ea6p.e: Pr%p%"t' "&her"t a .a&d %rth P ;#$
%&trat %+ a.e$ Up%& h" death3 he a.% ha P 00300 %rth %+
@he e++"ay %+ the a.e %+ a 6ere h%pe %r pr%pert"e a"de +r%6 the P ;#$@he dee&da&t
epeta&y " dee6ed 'bet t% the %&d"t"%& that pr%p%"t' ha &% "'e a&d th'3 a.. h" pr%pert"e
the th"&/ ".. %6e "&t% e"te&e$ ".. /% t% h" +ather (ae&da&t)$ @he dee&da&t
@he a.e %+ a a"& h%pe %r epeta&y " %"d$ 6ade a ".. /""&/ a.. h" pr%pert"e t% h" +ather$ I+
(&) the +ather ha &% %ther pr%pert"e3 h% 6'h h%'.d
be the a.'e %+ the pr%pert"e a6e +r%6 the
Ho: o 6no: $a a relaive is :i$in 1s( -n% or 0r% pr%p%"t' h%'.d the reer%r (+ather) reere "&
%e/ree +a%r %+ the reeree
;t de/ree: pare&t3
2&d de/ree: /ra&dpare&t3 br%ther a&d "ter • @he .e/"t"6e %+ the ae&da&t " PF030003
=rd de/ree: /reat /ra&dpare&t3 '&.e a&d h"h " +r%6 P ;$ # d""ded by 2$ U&der the
a'&t3 &ephe a&d &"ee the%ry %+ reserve a;ia3 the reerab.e
pr%perty " that h"h a& be e6braed "& the
.e/"t"6e$ , 'h3 %&.y P F03000 " reerab.e
• Collaeral relaives are '&.e * a'&t3 bea'e "t " %&.y 'p t% 'h a6%'&t that a& be
br%ther * "ter3 &ephe * &"ee e6braed "& the h%.e .e/"t"6e %rth P F03000$
• Relaives in $e %irec line are pare&t3
/ra&dpare&t a&d the /reat /ra&dpare&t
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 28/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• U&der the the%ry %+ reserva inia3 %&.y ha.+ +'.+"..6e&t %+ the %&d"t"%&$ S"&e there " &% "..3
%+ the pr%perty ree"ed +r%6 the %r"/"& t% the the&3 the reeree "&her"t by "rt'e %+ "&tetate
dee&da&t " reerab.e$ S%3 ha.+ %+ P ;# a&d ha.+ 'e"%&3 the deede&t be"&/ the pr%p%"t'$ @he
%+ P 00300 ".. be part %+ the .e/"t"6e3 h"h " "&her"ta&e %+ the reeree are de.ayed$
e7'a. t% P F03000$ @h'3 the reerab.e pr%perty "
%&.y P 0030003 h"h " ha.+ %+ the pr%perty ARTICLE <=-! I+ %&.y %&e .e/"t"6ate h".d %r dee&da&t
%+ the deeaed 'r"e3 the "d% %r "d%er ha.. be
ree"ed +r%6 the %r"/"& t% the dee&da&t$
e&t"t.ed t% %&e-+%'rth
.e/a. eparat"%&3 %+ the hered"tary
the 'r""&/ etate$
p%'e 6ay I& ae
"&her"t "+ "t %+
aa
the deeaed h% had /"e& a'e +%r the a6e$
• @he reera 6a"6a the%ry " 6%re "& ?eep"&/ I+ there are t% %r 6%re .e/"t"6ate h".dre& %r
"th ,rt".e 89;$ Reera 6"&"6a " 6%re "& dee&da&t3 the 'r""&/ p%'e ha.. be e&t"t.ed t% a
?eep"&/ "th e7'"ty a&d 't"e$ W$a is #ollo:e% p%rt"%& e7'a. t% the .e/"t"6e %+ eah %+ the .e/"t"6ate
is reserva inia$ h".dre& %r dee&da&t$
I& b%th ae3 the .e/"t"6e %+ the 'r""&/ p%'e ha..
be ta?e& +r%6 the p%rt"%& that a& be +ree.y d"p%ed %+ by
I+ there " &% "..: the tetat%r$ (8=4a)
• @he e&t"re pr%perty h"h a6e +r%6 the %ther
ae&da&t " reerab.e bea'e the e&t"re
pr%perty a tra&+erred t% the ae&da&t by • I+ there " %&.y %&e .e/"t"6ate h".d3 the
%perat"%& %+ .a bea'e there " &% "..$ S%3 the .e/"t"6e %+ the 'r""&/ p%'e %'.d be %+
e&t"re P 003000 " reerab.e +r%6 the +"rt the &et hered"tary etate t% be ta?e& +r%6 the
ea6p.e a&d the e&t"re P ;# " reerab.e +r%6 the +ree p%rt"%&
e%&d ea6p.e "+ there a &% "..$ • @he /'".ty p%'e ha.. be d"7'a."+"ed +r%6
• Whe& there " a "..3 %&.y that part h"h "&her"t"&/ +r%6 the "&&%e&t p%'e b't the
%rrep%&d t% the .e/"t"6e " tra&+erred by "&&%e&t p%'e a& t".. "&her"t +r%6 the /'".ty
%perat"%& %+ .a$ p%'e$
• 't "+ there " &% ".. the& eeryth"&/ " • I+ there are 2 %r 6%re .e/"t"6ate h".dre&3 the
reerab.e 'r""&/ p%'e a& "&her"t +r%6 the deeaed
ee& "+ there a .e/a. eparat"%& a&d the
Ho: is reserva a;ia e;in/uis$e% deeaed p%'e /ae a'e +%r the .e/a.
eparat"%&
1. Up%& the death %+ reer%"r
2. Up%& the death %+ , the %'.d-be reeree ARTICLE <=0$ I+ the tetat%r .eae &% .e/"t"6ate
ahead %+ the reer%"r dee&da&t3 b't .eae .e/"t"6ate ae&da&t3 the
3. Up%& the .% %+ the reerab.e pr%pert"e 'r""&/ p%'e ha.. hae a r"/ht t% %&e-+%'rth %+ the
hered"tary etate$
"th%'t the +a'.t %r &e/."/e&e %+ the reer%"r
@h" +%'rth ha.. be ta?e& +r%6 the +ree p%rt"%& %+ the
4. Up%& prer"pt"%& < ,dere p%e"%& a etate$ (8=Ba)
a/a"&t reeree by the reer%"r %r a tra&/er %+
the reerab.e pr%perty a +ree +r%6 reera +%r =0
• I& here3 the 'r""&/ p%'e %&'r "th the
year "+ "t " a rea. pr%perty a&d 8 year "+ "t " a
.e/"t"6ate ae&da&t$ @here are &% .e/"t"6ate
per%&a. pr%perty$ I& %rder +%r prer"pt"%& t% r'&3
h".dre&
the +at that the reer%r rep'd"ate %r h%.d the
pr%perty +ree +r%6 the reera 6't be • @he hare %+ the .e/"t"6ate ae&da&t " %&e-
%66'&"ated t% the reeree3 the reeree ha.+$ @he hare %+ the 'r""&/ p%'e " t% be
6't ?&% that the reer%r " h%.d"&/ the pr%perty ta?e& +r%6 the +ree p%rt"%&
a +ree +r%6 the reera %ther"e there ".. be &% • I& %rder t% 6e6%r"!e e++et"e.y3 y%' hae t%
prer"pt"%&$ 6e6%r"!e +"rt the hare %+ the 'r""&/ p%'e$
5. Up%& re/"trat"%& '&der the @%rre& Syte6 a
+ree +r%6 the reerat"%&$ ARTICLE <=! I+ the tetat%r .eae "..e/"t"6ate h".dre&3
the 'r""&/ p%'e ha.. be e&t"t.ed t% %&e-th"rd %+ the
6. Up%& re&'&"at"%& %r a"er by , reeree hered"tary etate %+ the deeaed a&d the "..e/"t"6ate
,>@ER the death %+ the reer%"r h".dre& t% a&%ther th"rd$ @he re6a"&"&/ th"rd ha.. be at the
+ree d"p%a. %+ the tetat%r$ (&)
• Reerab.e pr%perty " &%t et"&/'"hed by the
/%er&6e&t$ It ".. 't %&t"&'e %& the "&de6&"ty • I& th" e&ar"%3 the 'r"%r are the p%'e
%r 't %6pe&at"%& a&d the "..e/"t"6ate h".dre&$
• I+ the reerab.e pr%perty " "&'red a&d the&3 • @he hare %'.d be ;G= eah$ @he re6a"&"&/
detr%yed3 there " reere %& the "&'ra&e ;G= %'.d be the +ree p%rt"%&$
"&de6&"ty %r pr%eed there%+ • @he hare %+ the 'r""&/ p%'e " &%t ta?e&
+r%6 the +ree p%rt"%&
"ar Juesion2 W$a %o 'ou un%ersan% 4' $e • @he .e/"t"6e %+ the .e/"t"6ate h".dre& a&d
9ELA>E9 INTESTAC> THEOR> the .e/"t"6ate pare&t %'.d a.ay be
@h" " the the%ry that " app."ed "& RESERV, • @he .e/"t"6e %+ the 'r""&/ p%'e a&d the
@RONC,$ Re6e6ber3 "& RESERV, @RONC,3 the "..e/"t"6ate h".dre& 6ay ary$
reer%r "&her"t +r%6 the pr%p%"t'$ @he reeree
a.%H%eer3
"&her"t +r%6
thethe pr%p%"t'$
"&her"ta&e by the reeree +r%6 the ARTICLE <=$ @he .e/"t"6e %+ eah %+ the a?&%.ed/ed
&at'ra. h".dre& a&d eah %+ the &at'ra. h".dre& by .e/a.
pr%p%"t' " de.ayed '&t". a+ter the death %+ the +"t"%& ha.. %&"t %+ %&e-ha.+ %+ the .e/"t"6e %+ eah %+ the
reer%r$ @he "&her"ta&e %+ the reeree +r%6 the .e/"t"6ate h".dre& %r dee&da&t$
pr%p%"t' " by "rt'e %+ .e/a. %r "&tetate 'e"%&$ @he .e/"t"6e %+ a& "..e/"t"6ate h".d h% " &e"ther a&
Re6e6ber3 ee& "+ the pr%p%"t' d"e tetate %r "th a a?&%.ed/ed &at'ra.3 &%r a &at'ra. h".d by .e/a. +"t"%&3
"..3 that %&.y re+er t% the "&her"ta&e %+ the reer%r$ ha.. be e7'a. "& eery ae t% +%'r-+"+th %+ the .e/"t"6e %+
't3 "th repet t% the reeree3 hat /%er& " the a& a?&%.ed/ed &at'ra. h".d$
@he .e/"t"6e %+ the "..e/"t"6ate h".dre& ha.. be ta?e&
.a %& .e/a. %r "&tetate 'e"%&$ +r%6 the p%rt"%& %+ the etate at the +ree d"p%a. %+ the
@hat " the %&ept %+ 5E,YE5 IN@ES@,CY < he& tetat%r3 pr%"ded that "& &% ae ha.. the t%ta. .e/"t"6e %+
the re%.'t%ry %&d"t"%& %+ the reer%r " +'.+"..ed3 the 'h "..e/"t"6ate h".dre& eeed that +ree p%rt"%&3 a&d that
pr%pert"e are d"tr"b'ted t% the reeree a "+ they the .e/"t"6e %+ the 'r""&/ p%'e 6't +"rt be +'..y
are "&her"t"&/ +r%6 the pr%p%"t' at the t"6e %+ the at"+"ed$ (840a)
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 29/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
.e/"t"6e %+ the 'r""&/ p%'e a the %.e he"r ha.. be
%&e-th"rd %+ the hered"tary etate3 eept he& they hae
• N%te that '&der the >a6".y C%de3 there are &%
bee& .""&/ a h'ba&d a&d "+e +%r 6%re tha& +"e year$ I&
.%&/er a?&%.ed/ed &at'ra.3 &at'ra. h".d by .e/a. the .atter ae3 the .e/"t"6e %+ the 'r""&/ p%'e ha.. be
+"t"%&$ We %&.y hae .e/"t"6ate %r "..e/"t"6ate that pe"+"ed "& the preed"&/ para/raph$ (&)
h".dre&$
• W"th repet t% "..e/"t"6ate h".dre&3 they are • @he %&.y 'r"%r here " the p%'e
e&t"t.ed
h".d t% %&e-ha.+ %+ the hare %+ %&e .e/"t"6ate DENER, RUE: @he p%'e ha.. be e&t"t.ed t% %+
• I& the d"tr"b't"%& %+ .e/"t"6e3 y%' +"rt hae t% the &et hered"tary etate "+ heGhe " the %&.y
at"+y the .e/"t"6e %+ .e/"t"6ate h".dre& a&d the&3 'r"%r$
the 'r""&/ p%'e h"h h%'.d be ta?e& +r%6 ECEP@ION: @he p%'e ha.. be e&t"t.ed t% ;G= "+:
the +ree p%rt"%&$ ,&d hateer re6a"&3 d""de "t 1. @he 6arr"a/e a
e7'a..y a6%&/ the "..e/"t"6ate h".dre& e.ebrated "& articulo mortis a&d
2$ the %ther p%'e d"ed
ARTICLE <=8$ I..e/"t"6ate h".dre& h% 6ay 'r"e "th "th"& = 6%&th +r%6 the e.ebrat"%& %+ the
.e/"t"6ate pare&t %r ae&da&t %+ the deeaed ha.. be 6arr"a/e
e&t"t.ed t% %&e-+%'rth %+ the hered"tary etate t% be ta?e& +r%6
• @he p%'e h% " at the p%"&t %+ death
the p%rt"%& at the +ree d"p%a. %+ the tetat%r$ (84;a)
d'r"&/ the 6arr"a/e 6't be the %&e h%
h%'.d d"e
• I& th" e&ar"%3 the "..e/"t"6ate h".dre& 'r"e
"th the .e/"t"6ate pare&t %+ the tetat%r • @he a'e %+ death 6't be the ery a6e
• t% the pare&t a&d t% the "..e/"t"6ate rea%& hy the 6arr"a/e a "& articulo
h".dre& mortis
ECEP@ION @O @HE ECEP@ION: S'r""&/ p%'e
• I..e/"t"6ate h".dre& 5O NO@ e.'de the /et ;G2 ee& "+ the tetat%r %r the tetatr" d"ed
.e/"t"6ate pare&t %r ae&da&t herea "th"& = 6%&th +r%6 t"6e %+ e.ebrat"%& %+ 6arr"a/e
.e/"t"6ate h".dre& e.'de .e/"t"6ate pare&t %r here"& the %'p.e had bee& .""&/ pre"%'.y a
ae&da&t h'ba&d a&d "+e +%r 6%re tha& year
ARTICLE <=7! Whe& the "d% %r "d%er 'r"e "th
.e/"t"6ate h".dre& %r dee&da&t3 a&d a?&%.ed/ed &at'ra. • @h" pr%""%& " %&.y tr'e "th repet t%
h".dre&3 %r &at'ra. h".dre& by .e/a. +"t"%&3 'h 'r""&/ tetate 'e"%&$ Whe& "t %6e t% "&tetate %r
p%'e ha.. be e&t"t.ed t% a p%rt"%& e7'a. t% the .e/"t"6e %+ .e/a. 'e"%&3 th" pr%""%& d%e &%t app.y$
eah %+ the .e/"t"6ate h".dre& h"h 6't be ta?e& +r%6 that
part %+ the etate h"h the tetat%r a& +ree.y d"p%e %+$ (&)
ARTICLE =?1$ Whe& the tetat%r d"e .ea"&/ "..e/"t"6ate
h".dre& a&d &% %ther %6p'.%ry he"r3 'h "..e/"t"6ate
• @he "d% %r the 'r""&/ p%'e %&'r "th h".dre& ha.. hae a r"/ht t% %&e-ha.+ %+ the hered"tary
.e/"t"6ate h".dre& a&d "..e/"t"6ate h".dre& etate %+ the deeaed$
@he %ther ha.+ ha.. be at the +ree d"p%a. %+ the
• I+ there " %&.y ; .e/"t"6ate h".dre&3 the tetat%r$ (842a)
'r""&/ p%'e /et
• I+ there are 2 %r 6%re .e/"t"6ate h".dre&3 the
• @he %&.y 'r"%r here are the "..e/"t"6ate
p%'e ha.. be e&t"t.ed t% a hare h"h "
h".dre&$ @hey are e&t"t.ed t% %+ the etate$ @he
e7'"a.e&t t% a hare %+ %&e %+ the .e/"t"6ate h".d
%ther ha.+ " %&"dered a the +ree p%rt"%&$
• >%r the "..e/"t"6ate h".dre&3 the hare %'.d be
%+ the hare %+ ; .e/"t"6ate h".d
ARTICLE =?-! @he r"/ht %+ "..e/"t"6ate h".dre& et +%rth
"& the preed"&/ art".e are tra&6"tted 'p%& the"r death t%
the"r dee&da&t3 hether .e/"t"6ate %r "..e/"t"6ate$ (84=a)
ARTICLE <=<! I+ the "d% %r "d%er 'r"e "th • I+ the "..e/"t"6ate h".d d"ed ahead %+ h"
.e/"t"6ate h".dre& %r dee&da&t3 a&d "th "..e/"t"6ate pare&t a&d he a.% ha h" %& h".dre&
h".dre& %ther tha& a?&%.ed/ed &at'ra.3 %r &at'ra. h".dre& .e/"t"6ate %r "..e/"t"6ate3 a.. %+ thee h".dre& "..
by .e/a. +"t"%&3 the hare %+ the 'r""&/ p%'e ha.. be the "&her"t by Ri/$ o# Re.resenaion$ @hey "..
a6e a that pr%"ded "& the preed"&/ art".e$ (&) /et hateer r"/ht the"r pare&t hae$
• @he r"/ht %+ a& "..e/"t"6ate h".d pae t% h"
ARTICLE <==! Whe& the "d% %r "d%er 'r"e "th
.e/"t"6ate pare&t %r ae&da&t a&d "th "..e/"t"6ate h".dre& hether .e/"t"6ate %r "..e/"t"6ate$
h".dre&3 'h 'r""&/ p%'e ha.. be e&t"t.ed t% %&e-e"/hth • I& the ae %+ a .e/"t"6ate h".d3 h" %&
%+ the hered"tary etate %+ the deeaed h"h 6't be ta?e& "..e/"t"6ate h".d a&&%t repree&t$
+r%6 the +ree p%rt"%&3 a&d the "..e/"t"6ate h".dre& ha.. be
e&t"t.ed t% %&e-+%'rth %+ the etate h"h ha.. be ta?e& a.%
+r%6 the d"p%ab.e p%rt"%&$ @he tetat%r 6ay +ree.y d"p%e %+ ARTICLE =?0! @he .e/"t"6e %+ the pare&t h% hae a&
the re6a"&"&/ %&e-e"/hth %+ the etate$ (&) "..e/"t"6ate h".d3 he& 'h h".d .eae &e"ther .e/"t"6ate
dee&da&t3 &%r a 'r""&/ p%'e3 &%r "..e/"t"6ate
h".dre&3 " %&e-ha.+ %+ the hered"tary etate %+ 'h
• @he 'r"%r here are the .e/"t"6ate pare&t3 "..e/"t"6ate h".d$ I+ %&.y .e/"t"6ate %r "..e/"t"6ate h".dre&
"..e/"t"6ate h".dre& a&d the p%'e$ are .e+t3 the pare&t are &%t e&t"t.ed t% a&y .e/"t"6e
hat%eer$ I+ %&.y the "d% %r "d%er 'r"e "th
• @% the .e/"t"6ate pare&t 3 t% the "..e/"t"6ate
h".dre& t% be ta?e& +r%6 the +ree p%rt"%& a&d t% pare&t %+ the "..e/"t"6ate h".d3 the .e/"t"6e %+ the pare&t
the 'r""&/ p%'e ;G8 t% be ta?e& +r%6 the +ree " %&e-+%'rth %+ the hered"tary etate %+ the h".d3 a&d that
%+ the 'r""&/ p%'e a.% %&e-+%'rth %+ the etate$ (&)
p%rt"%&$
ARTICLE =??! I+ the %&.y 'r"%r " the "d% %r "d%er3 • @he pare&t '&der th" art".e are the
he %r he ha.. be e&t"t.ed t% %&e-ha.+ %+ the hered"tary etate "..e/"t"6ate pare&t (pare&t %+ a& "..e/"t"6ate
%+ the deeaed p%'e3 a&d the tetat%r 6ay +ree.y d"p%e %+ h".d)
the %ther ha.+$ (8=Fa) • @he pree&e %+ .e/"t"6ate h".dre& "..
I+ the 6arr"a/e betee& the 'r""&/ p%'e a&d the
tetat%r a %.e6&"!ed "& art"'.% 6%rt"3 a&d the tetat%r
e.'de the .e/"t"6ate pare&t$ 't .e/"t"6ate
d"ed "th"& three 6%&th +r%6 the t"6e %+ the 6arr"a/e3 the
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 30/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
pare&t3 "& the abe&e %+ .e/"t"6ate h".dre&3 ".. • Y%' a& a"e y%'r r"/ht t% the "&her"ta&e
%&'r "th the "..e/"t"6ate h".dre&$ a&d that a& be ee'ted bea'e +r%6 the
• W"th repet t% the "..e/"t"6ate pare&t %+ the 6%6e&t %+ death %+ the tetat%r3 the r"/ht %+ he"r
tetat%r3 they are e.'ded by the pree&e %+ the t% the etate a.ready be%6e eted ee& "+
h".dre& %+ the tetat%r hether h" h".dre& are there " t".. &% d"tr"b't"%&$
.e/"t"6ate %r "..e/"t"6ate$
• @he "..e/"t"6ate pare&t are %&.y e%&dary ARTICLE =?8! ,&y %6p'.%ry he"r t% h%6 the tetat%r
%6p'.%ry he"r bea'e they "&her"t the"r ha .e+t by a&y t"t.e .e tha& the .e/"t"6e be.%&/"&/ t% h"6
.e/"t"6e %&.y "& the abe&e %+ the .e/"t"6ate %r 6ay de6a&d that the a6e be +'..y at"+"ed$ (8;)
"..e/"t"6ate h".dre& %r dee&da&t %+ the
deede&t • ,rt".e 90B ta.? ab%'t co.leion o#
• ,rt".e 90= re+er t% %&.y t% "..e/"t"6ate pare&t le/iie
a&d &%t t% %ther ae&da&t ."?e the pare&t %+ the
• I& th" ae3 a %6p'.%ry he"r ha bee&
"..e/"t"6ate pare&t$
/"e& h" .e/"t"6e by 6ea& %+ d%&at"%&3
• @h'3 the r'.e here " d"++ere&t +r%6 the ae %+ %&d%&at"%&3 re6""%&3 de"e3 .e/ay a .%&/ a
the /ra&dpare&t %+ a .e/"t"6ate h".d3 +%r they 6ay the /""&/ %+ the t"t.e " /rat'"t%'
"&her"t "& de+a'.t %+ b%th .e/"t"6ate pare&t
CO,PLETION O5 PRETERITION
ARTICLE =?! @he tetat%r a&&%t depr"e h" %6p'.%ry LEGITI,E *Aricle =?8+
he"r %+ the"r .e/"t"6e3 eept "& ae epre.y pe"+"ed by Part %+ the etate " /"e& @here " t%ta. %6""%& %
.a$
t% the %6p'.%ry he"r &%th"&/ " /"e& t% the
Ne"ther a& he "6p%e 'p%& the a6e a&y b'rde&3 a.th%'/h the a6%'&t " %6p'.%ry he"r d'r"&/
e&'6bra&e3 %&d"t"%&3 %r 'bt"t't"%& %+ a&y ?"&d
hat%eer$ (8;=a) e7'"a.e&t t% the the ."+et"6e %r "& the "..3
.e/"t"6e b't .e tha& the &%th"&/ at a.. "& the
Ee& "th%'t the ".. %+ the tetat%r3 the .e/"t"6e$ "&her"ta&e$
•
%6p'.%ry he"r are a.ay e&t"t.ed t% the"r ,.. y%' hae t% d% " t% We a&&'. the "&t"t't"%&
.e/"t"6e /"e hateer a6%'&t %+ he"r$
that " .a?"&/$
• @he %&.y ay t% depr"e the %6p'.%ry he"r @he ".. re6a"& @he ".. " "&a."dated b't
%+ the"r .e/"t"6e " by epre.y d""&her"t"&/ the6 .e/a"e a&d de"e
"& a "..3 here"& the .e/a. a'e there+%re ha.. be h"h are &%t "&%++""%'
pe"+"ed$ ha.. be repeted$
• O&.y the >ree p%rt"%& %+ the etate that the
tetat%r a& /"e aay " 'bet t% erta"& ARTICLE =?7! @eta6e&tary d"p%"t"%& that "6pa"r %r
%&d"t"%&3 'bt"t't"%& %r b'rde&$ d"6"&"h the .e/"t"6e %+ the %6p'.%ry he"r ha.. be
• 't the .a tate except in cases expressly red'ed %& pet"t"%& %+ the a6e3 "&%+ar a they 6ay be
"&%++""%' %r ee"e$ (8;F)
specified by law.
"ur%ens $a $e esaor a' i.ose on $e • ,rt".e 90F ta.? ab%'t teta6e&tary
le/iie2 d"p%"t"%& that "6pa"r %r d"6"&"h the .e/"t"6e %+
I& a%rda&e "th .a: %6p'.%ry he"r
1. , pr%h"b"t"%& t% part"t"%& the .e/"t"6e " a."d +%r • y a&a.%/y3 th" art".e app."e t% d%&at"%&
a per"%d &%t eeed"&/ 20 year
"&ter "%$ 5%&at"%& h"h "6pa"r (d%&at"%&
2$ Reera @r%&a. " a.% a b'rde& "&%+ar a the
"&ter "%) the .e/"t"6e ha.. be red'ed %&
.e/"t"6e %+ the reer%r %r reer"ta "
pet"t"%& %+ the %6p'.%ry he"r$
%&er&ed$
• Whe& y%' app.y "&%++""%' d%&at"%&3 %&.y the
ARTICLE =?! Eery re&'&"at"%& %r %6pr%6"e a %6p'.%ry he"r a& aa". that the d%&at"%&
re/ard a +'t're .e/"t"6e betee& the per%& %"&/ "t a&d h" ha.. be red'ed bea'e "t "6pa"r the"r .e/"t"6e$
%6p'.%ry he"r • @he red"t%r a&&%t pet"t"%& that d%&at"%&
'p%& the death %+ "
the%"d3 a&d b't
+%r6er1 the they
.atter6't
6aybr"&/
.a"6t%the a6e
%..at"%&
hateer they 6ay hae ree"ed by "rt'e %+ the "&ter "% h"h are "&%++""%' be red'ed
re&'&"at"%& %r %6pr%6"e$ (8;B)
ARTICLE =?<$ @% deter6"&e the .e/"t"6e3 the a.'e %+
the pr%perty .e+t at the death %+ the tetat%r ha.. be
• 5'r"&/ the ."+et"6e %+ the tetat%r3 the he"r %&"dered3 ded't"&/ a.. debt a&d har/e3 h"h ha.. &%t
%&.y hae "&h%ate r"/ht %er the pr%pert"e %+ the "&.'de th%e "6p%ed "& the "..$
@% the &et a.'e %+ the hered"tary etate3 ha.. be
tetat%r a e.. a t% the"r .e/"t"6e
added the a.'e %+ a.. d%&at"%& by the tetat%r that are
• @he r"/ht t% the"r .e/"t"6e %&.y be%6e eted 'bet t% %..at"%&3 at the t"6e he 6ade the6$ (8;8a)
he& the tetat%r d"e
• @here a& be &% re&'&"at"%& %r %6pr%6"e • I+ y%' d% &%t arr"e at the %rret &et
that a& be 6ade baed 'p%& a r"/ht that " yet a& hered"tary etate3 a.. y%'r %6p'tat"%& %+ the
epeta&y %r a& "&h%ate r"/ht .e/"t"6e %'.d be r%&/
• Ee& "+ the %6pr%6"e " 6ade a6%&/ the •
%6p'.%ry he"r the6e.e3 'h %6pr%6"e Y%' %+
."+et"6e addthethe d%&at"%&
tetat%r$ @hat6ade
" the d'r"&/
pr%ethe
%+
%'.d t".. &%t be a."d$ COLLATION$
• @here a& be re&'&"at"%& %+ %r %6pr%6"e %& • I& %..at"%&3 y%' d% &%t at'a..y ret'r& the
pree&t .e/"t"6e bea'e the 'bet 6atter " &% pr%perty phy"a..y b't %&.y the a.'e there%+ "
.%&/er a +'t're "&her"ta&e %&"dered a part %+ the etate
• @% re%&".e "th a a"er %+ a hered"tary r"/ht3 • 5%&at"%& are %..ated bea'e "t %'.d be
a a"er %+ hered"tary r"/ht " ee'ted a+ter the eay +%r the tetat%r t% "r'6e&t the .a %&
death %+ the tetat%r$ Hered"tary r"/ht 6ea& y%'r .e/"t"6e by d%&at"&/ a.. h" pr%pert"e d'r"&/ h"
r"/ht t% the "&her"ta&e$ 't "& ,rt".e 903 e are ."+et"6e % that &%th"&/ %'.d be .e+t +%r h"
ta.?"&/ here %+ +'t're "&her"ta&e %r +'t're .e/"t"6e %6p'.%ry he"r at the t"6e %+ h" death$
ee'ted d'r"&/ the ."+et"6e %+ the tetat%r$
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 31/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• 5%&at"%& h"h are "&%++""%' a&&%t be @h" " &%t "&%++""%' bea'e "t a& be
aa".ed by red"t%r eept he& the d%&at"%& " "& a%66%dated "& the +ree p%rt"%&$
+ra'd %+ the red"t%r ,'6"&/ that the tetat%r "& h" ".. 6ade a
.e/ay t% # %rth P 003000$ @he tetat%r " 'r"ed
• @he a.'e t% be %&"dered " the a.'e %+ the a by a p%'e3 a .e/"t"6ate h".d a&d a& "..e/"t"6ate
pr%perty d%&ated at the t"6e "t a d%&ated3 &%t h".d$ , d%&at"%& t% Y %rth P =03000 a a.%
the a.'e 'p%& the death %+ the tetat%r 6ade$
•
Re6e6ber
S"&e "t " %"d3that
"t " d%&at"%&
t".. part %+t%the
p%'e
etateare
a&d%"d$
%3 e/"t"6ate
Sp%'e h".d P ;32F3000
B=F300 (;32F3000G2)
there " &%th"&/ t% %..ate bea'e "t a &%t Y =03000
ded'ted I..e/"t"6ate h".d B=F300
@he etate " a.ready %&'6ed "th hat d'e t%
Ea6p.e: the .e/"t"6ate h".d3 the p%'e a&d the "..e/"t"6ate
5%&at"%& h".d$ I& th" ae3 there " &% 6%re +ree p%rt"%& .e+t$
P ;003000 Etate: P23003000 @h'3 the d%&at"%& be%6e "&%++""%'$ I& add"t"%&3
Y P =03000 5ebt: 203000 the .e/ay t% # a&&%t be /"e& e++et bea'e there
@ae: ;03000 " &% +ree p%rt"%& a&y6%re
Etate: P 23003000 ARTICLE =1?! 5%&at"%& h"h a& "..e/"t"6ate h".d 6ay
e: hae ree"ed d'r"&/ the ."+et"6e %+ h" +ather %r 6%ther3
5ebt ( 203000) ha.. be har/ed t% h" .e/"t"6e$
@ae ( 03000) Sh%'.d they eeed the p%rt"%& that a& be +ree.y
---------------- d"p%ed %+3 they ha.. be red'ed "& the 6a&&er prer"bed
by th" C%de$ (84Fa)
P 23;003000
,dd:
5%&at"%& () ;003000 ARTICLE =11! ,+ter the .e/"t"6e ha bee& deter6"&ed "&
5%&at"%& (Y) =03000 a%rda&e "th the three preed"&/ art".e3 the red't"%&
ha.. be 6ade a +%..%:
---------------- (;) 5%&at"%& ha.. be repeted a .%&/ a the .e/"t"6e
NE@ HERE5I@,RY ES@,@E P 2303000 a& be %ered3 red'"&/ %r a&&'.."&/3 "+ &eeary3 the
de"e %r .e/a"e 6ade "& the "..1
(2) @he red't"%& %+ the de"e %r .e/a"e ha.. be pr%
Ree%ies .rovi%e% #or 4' la: in assurin/ $a rata3 "th%'t a&y d"t"&t"%& hateer$
$e co.ulsor' $eirs :oul% receive $eir I+ the tetat%r ha d"reted that a erta"& de"e %r
le/iie2 .e/ay be pa"d "& pre+ere&e t% %ther3 "t ha.. &%t
'++er a&y red't"%& '&t". the .atter hae bee& app."ed "&
1. Preter"t"%& here ee& "+ the +'.. t% the pay6e&t %+ the .e/"t"6e$
tetat%r %6"t the %6p'.%ry he"r "& h" etate3 (=) I+ the de"e %r .e/ay %&"t %+ a ''+r't %r ."+e
the .a a're that the %6p'.%ry he"r %'.d a&&'"ty3 h%e a.'e 6ay be %&"dered /reater tha& that
%+ the d"p%ab.e p%rt"%&3 the %6p'.%ry he"r 6ay h%%e
t".. ree"e the"r "&her"ta&e$
betee& %6p.y"&/ "th the teta6e&tary pr%""%&
2. C%..at"%& here ee& "+ the a&d de."er"&/ t% the de"ee %r .e/atee the part %+ the
tetat%r a.ready d"p%e a.. h" pr%pert"e d'r"&/ h" "&her"ta&e %+ h"h the tetat%r %'.d +ree.y d"p%e$
."+et"6e3 t"..3 the %6p'.%ry he"r are a'red %+ (820a)
the"r .e/"t"6e$
Or%er o# .riori'2
ARTICLE =?=! 5%&at"%& /"e& t% h".dre& ha.. be har/ed ;$ e/"t"6e
t% the"r .e/"t"6e$ 2$ 5%&at"%&
5%&at"%& 6ade t% tra&/er ha.. be har/ed t% that part =$ Pre+erred .e/ay %r de"e1 a&d
%+ the etate %+ h"h the tetat%r %'.d hae d"p%ed by h"
.at "..$
4$ ,.. %ther pr%-rata
I&%+ar a they 6ay be "&%++""%' %r 6ay eeed the
d"p%ab.e p%rt"%&3 they ha.. be red'ed a%rd"&/ t% the Se.s o 4e #ollo:e% un%er Aricle =11 :
r'.e etab."hed by th" C%de$ (8;9a) ;$ 5eter6"&e the Net Hered"tary Etate (NHE)1
H% Dr% Etate
e: 5ebt * har/e
• Re6e6ber that "& 'e"%&3 a sran/er " P.': 5%&at"%& 'bet t% C%..at"%&
%&e h% " &%t a %6p'.%ry he"r %+ the tetat%r 2. 5eter6"&e the .e/"t"6e %+ the %6p'.%ry
• 5%&at"%& 6ade t% tra&/er d'r"&/ the he"r baed %& T;1
."+et"6e %+ the tetat%r are har/ed t% the +ree =$ ,dd t%ta. a.'e %+ a.. %+ a.. the .e/"t"6e %+ a..
p%rt"%&$ the %6p'.%ry he"r1
• 5%&at"%& t% tra&/er h%'.d be %..ated3 4$ 5ed't the t%ta. a.'e %+ the .e/"t"6e "& T=
%ther"e3 the .e/"t"6e %+ the %6p'.%ry he"r ".. +r%6 the Net Hered"tary Etate "& T; t% arr"e at
be "6pa"red the +ree d"p%a.1
• I+ there " &% +ree p%rt"%& t% pea? %+3 the 5. Char/e the d%&at"%& t% %6p'.%ry he"r t%
d%&at"%& be%6e "&%++""%'$ , 'h3 there ha t% the"r .e/"t"6e$ I& ae %+ ee %+ d%&at"%&
be a red't"%& %r a ret'r& %+ the pr%perty d%&ated$ %er the .e/"t"6e3 har/e ee t% +ree d"p%a.1
6. Char/e the d%&at"%& t% tra&/er t% the +ree
Ea6p.e:
,rt".e 908 Sa6e data a "& the pre"%' ea6p.e "& d"p%a.1
e/"t"6e P 2303000 G 2 7. Char/e PRE>ERRE5 .e/a"eGde"e t% +ree
P ;32F3000 d"p%a.1
8. Char/e a.. %ther .e/a"eGde"e t% +ree
5%&at"%& 6ade t% " %&"dered a a& ada&e$ d"p%a.1
Up%& d"tr"b't"%&3 he ".. %&.y ree"e P ;3;F3000$ 9$ I& ae +ree d"p%a. " "&'++""e&t3 red'e
5%&at"%& 6ade t% Y ha.. be har/ed t% the +ree the .e/a"e3 d%&at"%& et "& the %rder %+
p%rt"%&: pr"%r"ty$
P ;32F3000 < =03000 P 923000
@he re6a"&"&/ +ree p%rt"%& " P 923000 bea'e H%
the tetat%r a.ready d"p%ed P =03000 "& ada&e$ ;$ 5%&at"%& t% tra&/er1
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 32/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
2. I+ there " t".. a& ee3 the& y%' har/e the a&d the de"ee ".. 't pay the %6p'.%ry he"r
.e/a"e * de"e1 +%r 'h a.'e
3. I+ t".. "&'++""e&t3 a.. %ther$ • I+ the red't"%& ab%rb 6%re tha& %+ "t
a.'e3 "t ha.. /% t% the %6p'.%ry he"r a&d the
• ,rt".e 9;; " he& there are %6p'.%ry he"r %6p'.%ry he"r ".. 't pay the de"ee +%r
,N5GOR there are d%&at"%& 'bet t% %..at"%& 'h a.'e
•
Ea6p.e: ha..I+ /%
"t "t%
eat.y %+ "t"+a.'e3
the de"ee the rea.
y%' app.y thepr%perty
art".e
Net Hered"tary Etate P 2303000 ."tera..y3 y%' %'.d be de+eat"&/ the "&te&t %+ the
5%&at"%&: e/"t"6ate h".d P ;003000 tetat%r$ @he de"ee ".. 't pay the
(+r"e&d) =03000 %6p'.%ry he"r +%r the a.'e
# (.e/ay) 003000
N (de"e) 2003000 ARTICLE =10$ I+ the he"r %r de"ee d% &%t h%%e t%
@etat%r " 'r"ed by a p%'e a&d a .e/"t"6ate aa". the6e.e %+ the r"/ht /ra&ted by the preed"&/
h".d$ art".e3 a&y he"r %r de"ee h% d"d &%t hae 'h r"/ht 6ay
eer"e "t1 h%'.d the .atter &%t 6a?e 'e %+ "t3 the pr%perty
e/"t"6ate h".d P ;32F3000 ha.. be %.d at p'b." a't"%& at the "&ta&e %+ a&y %&e %+
the "&tereted part"e$ (822)
Sp%'e B=F300
---------------
>ree P%rt"%& P B=F300 • I+ the .e/atee %r de"ee d%e &%t a&t t%
eer"e the r"/ht '&der ,rt".e 9;23 the %ther
@he +ree p%rt"%& " &%t '++""e&t t% a%66%date part"e (he"r %r de"ee) 6ay eer"e the r"/ht
the d%&at"%&3 the .e/ay3 a&d the de"e$ %& beha.+ %+ the party h% d%e &%t "h t%
5%&at"%& are pre+erred a .%&/ a the .e/"t"6e a& eer"e the r"/ht
be %ered3 red'"&/ %r a&&'.."&/3 "+ &eeary3 the
• I+ &%&e %+ the part"e hae the "&teret t%
de"e %r .e/a"e 6ade "& the "..$
eer"e the r"/ht %r re"6b're6e&t %r rete&t"%&3
the pr%perty 6ay 't be %.d at a p'b." a't"%&
>ree P%rt"%& P B=F300
at the "&ta&e %+ a&y "&tereted party 'h a a
5%&at"%& t% (+r"e&d) =03000
red"t%r %+ the etate
------------
Re6a"&"&/ >ree P%rt"%& P 28F300
ARTICLE =1$ @he tetat%r 6ay de"e a&d be7'eath the
@he re6a"&"&/ +ree p%rt"%& " t% be d"tr"b'ted pr%- +ree p%rt"%& a he 6ay dee6 +"t$ (&)
rata "&e the tetat%r d"d &%t pre+er a erta"& de"e %r
.e/ay$ • ,+ter a.. the .e/"t"6e %+ the %6p'.%ry he"r
e/ay: GF 28F300 P 203 =F$;4 hae bee&
p%'e a&d theat"+"ed3 "&.'d"&/
"..e/"t"6ate the 'r""&/
h".dre&3 the +ree
5e"e: 2GF 28F300 P 823 ;42$8B d"p%a. 6ay be /"e& by the tetat%r t% a&yb%dy
pr%"ded that there " &% pr%h"b"t"%& by .a$
• I+ there are pre+erred .e/ay %r de"e3 +%r • I+ he /"e the +ree d"p%a. t% h" %&'b"&e3
ea6p.e3 the tetat%r ay that the .e/ay t% # " that " &%t a..%ed
pre+erred3 there+%re3 %+ the P28F300 re6a"&"&/3
th" ".. a.. be /"e& a .e/ay t% #$ @he h%.e P Revie: on LEGITI,E
003000 a&&%t be /"e& bea'e the &et etate "
&%t '++""e&t. 't bea'e "t " pre+erred3 "t ha.. • ,E,ORIKE $e le/iie o# $e
be /"e& ahead %+ the de"e$ I& that ae3 the co.ulsor' $eirs
de"e ".. &%t be /"e& a&y6%re. • >%r eay 6e6%r"!at"%&3 6aybe3 y%' +"rt tart
• I+ there ere 2 %r 6%re d%&at"%&3 they ha.. be "th the .e/"t"6e %+ the 'r""&/ p%'e bea'e
repeted e7'a..y "+ 6ade at the a6e t"6e$ It the .e/"t"6e %+ the 'r""&/ p%'e ar"e
ha.. be app%rt"%&ed the a6e "th the .e/ay a&d a%rd"&/ t% the %ther %&'rr"&/ he"r$
de"e3 h"h 6ea& pr%-rata$
• I+ there ere 2 %r 6%re d%&at"%& 6ade %& ;$ S'r""&/ p%'e "th ; .e/"t"6ate h".d
d"++ere&t date3 the ear."er %&e ha.. be repeted$ e/"t"6ate h".d
@he 6%re ree&t d%&at"%& are .e pre+erred tha&
the d%&at"%& ear."er 6ade bea'e there " a 2$ I+ there are 2 %r 6%re .e/"t"6ate h".dre&3 the
pre'6pt"%& that "t a 6ade +"rt$ @h" 6ea& hare %+ the 'r""&/ p%'e ha&/e:
that the tetat%r ha 6%re pre+ere&e %r a++et"%& S'r""&/ p%'e hare %+ ; .e/"t"6ate h".d
+%r that per%& t% h%6 he 6ade that +"rt e/"t"6ate h".d ;G2
d%&at"%&$ @hat " "+ the d%&at"%& are 6ade %&
d"++ere&t date$ =$ Sp%'e 'r""&/ "th the pare&t %+ the tetat%r:
S'r""&/ p%'e
ARTICLE =1-! I+ the de"e 'bet t% red't"%& h%'.d
Pare&t
%&"t %+ rea. pr%perty3 h"h a&&%t be %&e&"e&t.y d""ded3
"t ha.. /% t% the de"ee "+ the red't"%& d%e &%t ab%rb %&e- I+ there are "..e/"t"6ate h".dre&:
ha.+ %+ "t a.'e1 a&d "& a %&trary ae3 t% the %6p'.%ry
he"r1 b't the +%r6er a&d the .atter ha.. re"6b're eah %ther S'r""&/ p%'e ;G8
"& ah +%r hat repet"e.y be.%&/ t% the6$ 4$ Sp%'e 'r"e "th "..e/"t"6ate h".dre& %&.y:
@he de"ee h% " e&t"t.ed t% a .e/"t"6e 6ay reta"& the S'r""&/ p%'e ;G=
e&t"re pr%perty3 pr%"ded "t a.'e d%e &%t eeed that %+ the I..e/"t"6ate h".dre& ;G=
d"p%ab.e p%rt"%& a&d %+ the hare perta"&"&/ t% h"6 a
.e/"t"6e$ (82;)
$ I+ the p%'e " the %&.y 'r"%r
I+ 6arr"a/e e.ebrated art"'.% 6%rt" a&d the
• I& th" ae3 the de"e 'bet t% red't"%& %ther p%'e d"ed "th"& = 6%&th ;G=
a&&%t be %&e&"e&t.y d""ded I+ they hae bee& .""&/ t%/ether +%r year
• ,%rd"&/ t% ,rt".e 9;23 "+ the red't"%& d%e
&%t ab%rb %+ "t a.'e3 "t ha.. /% t% the de"ee • e/"t"6ate h".dre& a.ay
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 33/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• e/"t"6ate pare&t a.ay
ARTICLE =17! @he b'rde& %+ pr%"&/ the tr'th %+ the
• I..e/"t"6ate h".dre& a.ay %+ the hare %+ ;
a'e +%r d""&her"ta&e ha.. ret 'p%& the %ther he"r %+
.e/"t"6ate h".d '&.e there are 6a&y "..e/"t"6ate the tetat%r3 "+ the d""&her"ted he"r h%'.d de&y "t$ (80)
h".dre& a&d the etate " &%t e&%'/h t%
a%66%date the"r hare$ I& that ae3 d""de the
ARTICLE =1<! 5""&her"ta&e "th%'t a pe"+"at"%& %+
re6a"&der a6%&/ the "..e/"t"6ate h".dre&$ the a'e3 %r +%r a a'e the tr'th %+ h"h3 "+ %&trad"ted3
" &%t pr%ed3 %r h"h " &%t %&e %+ th%e et +%rth "& th"
C%de3 ha.. a&&'. the "&t"t't"%& %+ he"r "&%+ar a "t 6ay
SECTION 8 pre'd"e the per%& d""&her"ted1 b't the de"e a&d
9isin$eriance .e/a"e a&d %ther teta6e&tary d"p%"t"%& ha.. be a."d
t% 'h ete&t a ".. &%t "6pa"r the .e/"t"6e$ (8;a)
ARTICLE =1! , %6p'.%ry he"r 6ay3 "& %&e7'e&e %+
d""&her"ta&e3 be depr"ed %+ h" .e/"t"6e3 +%r a'e
epre.y tated by .a$ (848a)
• ,rt".e 9;8 ta.? %+ invali% %isin$eriance
• ,rt".e 9; ta.? ab%'t the %&e7'e&e %+ Insances :$erein $ere is ine##ecive
be"&/ d""&her"ted %isin$eriance2
• 9ISINHERITANCE " the pr%e %r at3 thr' a ;$ 5""&her"ta&e "th%'t pe"+"at"%& %+ the a'e
teta6e&tary d"p%"t"%& %+ depr""&/ "& a ".. a&y 2$ >%r a a'e h"h " &%t a tr'e a'e
%6p'.%ry he"r %+ h" .e/"t"6e +%r tr'e a&d .a+'. =$ >%r a a'e &%t /"e& "& .a
a'e$
• 5""&her"ta&e re+er %&.y t% a %6p'.%ry he"r Conseuence i# $ere is an invali%
%isin$eriance
• 5""&her"ta&e " 6ade thr%'/h a teta6e&tary
• It ha.. a&&'. the "&t"t't"%& %+ the he"r b't "&
d"p%"t"%&$ @here 6't be a "..$
% +ar a %&.y +%r the p'rp%e %+ %6p.et"&/ the
• @here " &% d""&her"ta&e "& .e/a. %r "&tetate .e/"t"6e %+ the %6p'.%ry he"r
'e"%&3 %&.y "& tetate 'e"%& • 't the de"e a&d .e/a"e a&d %ther
• 5""&her"ta&e a& be 6ade %&.y +%r a'e teta6e&tary d"p%"t"%& ha.. be a."d t% 'h
epre.y tated by .a ete&t a ".. &%t "6pa"r the .e/"t"6e
Wa's o# %e.rivin/ $e co.ulsor' $eir o# $is E,#PE T ;:
le/iie @he tetat%r "&t"t'ted , a&d "& h" ".. a&d
1. 5""&her"ta&e (,rt".e 9;) d""&her"ted C +%r the rea%& that C " '/.y $ ,3
a&d C are a.. h" .e/"t"6ate h".dre&$ H" etate "
2. Rep'd"at"%& %+ the "&her"ta&e - the at %+ the %rth P ;203000$
he"r h"6e.+ @he e++et " "t ha.. a&&'. the "&t"t't"%& %+ he"r
3. I&apa"ty by rea%& %+ '&%rth"&e "&%+ar a %&.y "t 6ay pre'd"e the .e/"t"6e %+ the
4. Predeeae - the at'a. %r pre'6pt"e death "&a."d.y d""&her"ted he"r$
%+ the he"r e/"t"6e P ;203000 G 2
$ % %+ the etate P B03000
B$ Whe& the death %r har/e are e7'a. t% %r e/"t"6e %+ eah h".d P B03000 G =
6%re tha& the a.'e %+ the etate P 203000
5"tr"b't"%&:
C P 203000 (.e/"t"6e)
ARTICLE =18! 5""&her"ta&e a& be e++eted %&.y thr%'/h
a ".. here"& the .e/a. a'e there+%r ha.. be pe"+"ed$ (849) , P 203000 Q =03000 P
03000
P 203000 Q =03000 P
Reuisies #or a vali% %isin$eriance2
03000
;$ @he d""&her"ta&e 6't be 6ade "& a."d "..
• @he d""&her"ta&e a& a.% be e++eted by E,#PE T 2:
"rt'e %+ a %d"". Sa6e ea6p.e "th add"t"%&a. data that "
• 5""&her"ta&e a& a.% be 6ade "& a eparate /"e& a .e/ay %+ P =03000 ah$
".. C P 203000
• 5""&her"ta&e a& a.% be 6ade "& , P 203000 Q P ;3000
I&%rp%rat"%& y Re+ere&e P 203000 Q P ;3000
2$ @he d""&her"ta&e 6't be 6ade epre.y3 &%t P =03000
"6p."ed.y
=$ @here 6't be a .e/a. a'e +%r the d""&her"ta&e • Re6e6ber3 "& the %rder %+ d"tr"b't"%&3 the
4$ @he d""&her"ta&e 6't be 6ade +%r a tr'e a'e de"e %r .e/ay ha.. be /"e& ahead %+ the
$ @he d""&her"ta&e 6't be +%r a&d e"t"&/ a'e "&her"ta&e$
• , %&d"t"%&a. d""&her"ta&e " &%t a..%ed:
LI ".. d""&her"t 6y %& "+ he ".. ?".. 6e "& the PRETERITION VALI9 9ISINHERITANCE
+'t'reM @he %6""%& 6ay be 5""&her"ta&e " a.ay
• 't a %&d"t"%&a. re%at"%& %+ d""&her"ta&e " e"ther "&te&t"%&a. %r "&te&t"%&a. bea'e "t ha
a..%ed: '&"&te&t"%&a. a .%&/ a t% be pr%"ded +%r "& the
L#y %& atte6pted +%r 6y ."+e$ I ".. d""&her"t the depr"at"%& " t%ta.$ "..$
h"6$ 't "+ he ".. a? +%r 6y +%r/"e&e3 I W"th a'e %r "th%'t @he a'e 6't be
".. re%?e the d""&her"ta&eM a'e pr%"ded +%r by .a$
B$ @he d""&her"ta&e 6't be t%ta. %r %6p.ete (,rt".e 920 * 92; NCC)
F$ @he a'e 6't be tated "& the ".. "te.+ ,&&'. the "&t"t't"%& @he d""&her"ted he"r
8$ @he he"r d""&her"ted 6't be .ear.y "de&t"+"ed3 % "&her"t &%th"&/ +r%6 the
that there ".. be &% d%'bt a t% h% " rea..y be"&/ .e/"t"6e * the +ree p%rt"%&$
d""&her"ted #ay e"t "th %r @here 6't a.ay be a
9$ @he ".. "& h"h the d""&her"ta&e " tated 6't "th%'t a "..$ "..
&%t hae bee& re%?ed3 at .eat "& % +ar a the J: H% d%e preter"t"%&
d""&her"ta&e " %&er&ed e"t "th%'t a "..
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 34/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
,: 5'r"&/ the ."+et"6e %+ • He a& be +%'&d /'".ty a&d the 'd/6e&t 6ay
the tetat%r3 he a& be%6e +"&a. a+ter the death a .%&/ a "t
6a?e d%&at"%& a&d the be%6e +"&a.$ 5""&her"ta&e a& be /"e&
d%&at"%& ".. be e++et %&e the 'd/6e&t be%6e +"&a.
%..ated .ater %&$ I+ a.ready$ @here 6't be a& "&te&t t% ?"..$
d'r"&/ h" ."+et"6e3 he Ee& "+ the dee&da&t " 't a& a%6p."e
•
/ae a.. h" pr%pert"e
%r ae%ry3 th" para/raph app."e
t%
S% %&e
'p%&%+ h"
h" h".dre&$
death3
• Ee& "+ the .a ay atte6pt3 the 6%re
rea%& that +r'trated a&d %&'66ated
there " &%th"&/ .e+t$ S%
ta/e are t% be "&.'ded
'p%& h" death3 there "
&% ".. b't t".. there "
(*) hen a child or descendant has accused the
preter"t"%& bea'e
testator of a crime for which the law prescribes
there " %6""%&$
imprisonment for six years or more if the
@he "&t"t't"%& " a.ay @he "&t"t't"%& ".. be
accusation has been found groundless
%"d +%..%ed '&.e there "
a&%ther a'e +%r &%t • @he a'at"%& be /r%'&d.e
+%..%"&/ the "&t"t't"%& • @he r"6e be"&/ re+erred here " a/a"&t
h"h " &%t bea'e %+ the a&yb%dy
d""&her"ta&e b't +%r Accusaions re#erre% in $is .ara/ra.$2
%ther a'e$ 1. It 6ay "&.'de the "&t"t't"%& %+ a r"6"&a.
at"%&
PRETERITION I,PER5ECT 2. Y%' tet"+y "& a ae a/a"&t y%'r pare&t %r
9ISINHERITANCE ae&da&t "&%."&/ a r"6e h"h arr"e a
@he "&t"t't"%& %+ he"r @he "&t"t't"%& re6a"& pe&a.ty %+ B year %r 6%re
" %6p.ete.y a&&'..ed a."d3 b't 6't be red'ed 3. State6e&t here"& y%' a++"r6 the
"&%+ar a the .e/"t"6e ha
a'at"%& 6ade a/a"&t y%'r pare&t3
bee& "6pa"red
ae&da&t$
I+ there " a de"e %r 5e"e3 .e/a"e %r %ther
.e/ay3 he ".. ree"e teta6e&tary d"p%"t"%& ($) hen a child or descendant has been convicted
the de"e %r .e/ay a ha.. be a."d$ Ee& "+ the of adultery or concubinage with the spouse of
.%&/ a "t " &%t per%& " 't a& "&t"t'ted the testator
"&%++""%' he"r3 he ".. t".. ree"e h"
• @he .a here ay %&"ted %+ ad'.tery %r
hare %r "&her"ta&e$
%&'b"&a/e3 '&."?e the /r%'&d "& .e/a.
It " "6p%rta&t t% Ee& "+ the per%& " 't
eparat"%& here prep%&dera&e %+ e"de&e
d"t"&/'"h hether the a& "&t"t'ted he"r3 a .%&/
per%& " a& "&t"t'ted a the "&t"t't"%& d%e &%t " '++""e&t
• @here ha t% be %&"t"%&
he"r %r a de"ee %r pre'd"e the .e/"t"6e %+
.e/atee the "&a."d.y d""&her"ted
(+) hen a child or descendant by fraud violence
he"r3 the&3 that he"r ha..
intimidation or undue influence causes the
ree"e the "&her"ta&e
testator to ma,e a will or to change one already
made
ARTICLE =1=! @he +%..%"&/ ha.. be '++""e&t a'e +%r
the d""&her"ta&e %+ h".dre& a&d dee&da&t3 .e/"t"6ate a • @here ha t% be a&%ther ".. 6ade
e.. a "..e/"t"6ate:
(;) Whe& a h".d %r dee&da&t ha bee& +%'&d /'".ty %+ a& (-) A refusal without ustifiable cause to support the
atte6pt a/a"&t the ."+e %+ the tetat%r3 h" %r her p%'e3 parent or ascendant who disinherits such child
dee&da&t3 %r ae&da&t1 or descendant
(2) Whe& a h".d %r dee&da&t ha a'ed the tetat%r %+ a
r"6e +%r h"h the .a prer"be "6pr"%&6e&t +%r " • @he deter6"&at"%& hether %r &%t the re+'a.
year %r 6%re3 "+ the a'at"%& ha bee& +%'&d /r%'&d.e1 %+ the h".d " "th%'t 't a'e ".. depe&d
(=) Whe& a h".d %r dee&da&t ha bee& %&"ted %+
ad'.tery %r %&'b"&a/e "th the p%'e %+ the tetat%r1 'p%& the%+ 6ea&
&ee"ty %+ the
the ae&da&t h".d a&d the
(4) Whe& a h".d %r dee&da&t by +ra'd3 "%.e&e3
"&t"6"dat"%&3 %r '&d'e "&+.'e&e a'e the tetat%r t% 6a?e (#) 'altreatment of the testator by word or deed by
a ".. %r t% ha&/e %&e a.ready 6ade1
the child or descendant
() , re+'a. "th%'t 't"+"ab.e a'e t% 'pp%rt the pare&t %r
ae&da&t h% d""&her"t 'h h".d %r dee&da&t1 • @h" /r%'&d %+ 6a.treat6e&t " pree&t %&.y
(B) #a.treat6e&t %+ the tetat%r by %rd %r deed3 by the h".d "th repet t% d""&her"ta&e %+ a
%r dee&da&t1 dee&da&t
(F) Whe& a h".d %r dee&da&t .ead a d"h%&%rab.e %r
d"/rae+'. ."+e1
(8) C%&"t"%& %+ a r"6e h"h arr"e "th "t the pe&a.ty %+
() hen a child or descendant leads a dishonorable
"". "&terd"t"%&$ (FB3 8=3 BF4a) or disgraceful life
• What " d"h%&%rab.e %r d"/rae+'. ."+e " a
• ,rt".e 9;9 ta.? ab%'t the /roun%s #or 7'et"%& h"h " addreed t% the 'd/6e&t
%isin$eriance %+ the %'rt b't /e&era..y3 the at 6't &%t
• U&der ,rt".e 9;93 the per%& h% " be a& "%.ated %r "&/.e at
• It ha t% be a ay %+ ."+e
d""&her"ted " a h".d %r dee&da&t %+ the tetat%r3 • @he h".d %r dee&da&t 6ay be a 6a.e %r a
hether that h".d " .e/"t"6ate %r "..e/"t"6ate +e6a.e
() hen a child or descendant has been found guilty (") %onviction of a crime which carries with it the
of an attempt against the life of the testator his or penalty of civil interdiction
her spouse descendants or ascendants
• De&era..y3 r"6e h"h are p'&"hab.e by
• @here " +"&a. 'd/6e&t %r %&"t"%& a.ready death pe&a.ty3 re.'"%& perpert'a a&d
• ,t the t"6e %+ the ee't"%& %+ the "..3 "t " &%t re.'"%& te6p%ra.3 a.. %+ thee arry "th "t
&eeary that the 'd/6e&t " +"&a. the ae%ry pe&a.ty %+ "". "&terd"t"%&
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 35/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
ARTICLE =-?! @he +%..%"&/ ha.. be '++""e&t a'e +%r h%'.d 6a?e the6 be/ %r aba&d%& the6$ I& thee
the d""&her"ta&e %+ pare&t %r ae&da&t3 hether ae3 the %'rt 6ay a.% depr"e the pare&t3 "&
.e/"t"6ate %r "..e/"t"6ate: h%.e %r "& part3 %+ the ''+r't %er the h".dK
(;) Whe& the pare&t hae aba&d%&ed the"r h".dre& %r pr%perty3 %r ad%pt 'h 6ea're a they 6ay
"&d'ed the"r da'/hter t% ."e a %rr'pt %r "66%ra. ."+e3 %r dee6 ad"ab.e "& the "&teret %+ the h".d$ (;F;a)
atte6pted a/a"&t the"r "rt'e1
(2) Whe& the pare&t %r ae&da&t ha bee& %&"ted %+ a&
• , h".d '&der pare&ta. a'th%r"ty a&&%t
atte6pt a/a"&t the ."+e %+ the tetat%r3 h" %r her p%'e3
dee&da&t3 %r ae&da&t1
(=) Whe& the pare&t %r ae&da&t ha a'ed the tetat%r %+ •
ee'te a "..re/a"& pare&ta. a'th%r"ty3 there
I+ the pare&t
a r"6e +%r h"h the .a prer"be "6pr"%&6e&t +%r " are 2 "e:
year %r 6%re3 "+ the a'at"%& ha bee& +%'&d t% be +a.e1 1. @he d""&her"ta&e ".. re6a"&
(4) Whe& the pare&t %r ae&da&t ha bee& %&"ted %+
ad'.tery %r %&'b"&a/e "th the p%'e %+ the tetat%r1 &%t"thta&d"&/ that the pare&t ha
() Whe& the pare&t %r ae&da&t by +ra'd3 "%.e&e3 re/a"& h" %r her pare&ta. a'th%r"ty
"&t"6"dat"%&3 %r '&d'e "&+.'e&e a'e the tetat%r t% 6a?e bea'e the rea%& +%r the d""&her"ta&e
a ".. %r t% ha&/e %&e a.ready 6ade1 " &%t rea..y the .% %+ pare&ta. a'th%r"ty
(B) @he .% %+ pare&ta. a'th%r"ty +%r a'e pe"+"ed "& th" b't the a'e +%r the .% %+ pare&ta.
C%de1 a'th%r"ty$
(F) @he re+'a. t% 'pp%rt the h".dre& %r dee&da&t
"th%'t 't"+"ab.e a'e1 2. @he d""&her"ta&e " a.ready dee6ed
(8) ,& atte6pt by %&e %+ the pare&t a/a"&t the ."+e %+ the "&e++et"e bea'e 'p%& the death %+ the
%ther3 '&.e there ha bee& a re%&"."at"%& betee& the6$ h".d there " rea..y &% 6%re .% %+
(FB3 843 BF4a) pare&ta. a'th%r"ty$
• @h" art".e dea. "th the causes () The refusal to support the children or
descendants without ustifiable cause
%isin$eriin/ an ascen%an
• @he a6e "th ,rt".e 9;9
• @he d""&her"ted he"r 6ay %&tr%ert the
/r%'&d tated "& the ".. (") An attempt by one of the parents against the life
of the other unless there has been a reconciliation
() hen the parents have abandoned their children or between them.
induced their daughters to live a corrupt or • @he h".d3 the %&3 the da'/hter %r the
immoral life or attempted against their virtue /ra&dh".d 6ay d""&her"t h" pare&t h% ha
• ,ba&d%&6e&t here d%e &%t ee& hae t% atte6pted a/a"&t the ."+e %+ the %ther pare&t
a6%'&t t% a r"6e a .%&/ a he ha a.ready • N% &eed +%r %&"t"%& bea'e the .a ay
depr"ed h" h".d %+ the ba" &ee"ty %r he atte6pt3 % 6ere atte6pt
ha &%t bee& ee& +%r a &'6ber %+ year • 't "+ there " a re%&"."at"%& betee& the
•
,ba&d%&6e&t re+er a t%
ed'at"%&a. %r 6%ra. .%&/e"ther
a y%'phy"a.3
&e/.et pare&t3 the&3 the h".d a&&%t a&y6%re
d""&her"t bea'e "+ the %++e&ded party ha
y%'r h".d dee6ed "t pr%per t% +%r/"e the %ther p%'e3
• @h" 6ay be app."ed by a&a.%/y t% %& the&3 "th 6%re rea%& the h".d bea'e he
" &%t the party d"ret.y %++e&ded
(*) hen the parent or ascendant has been convicted
of an attempt against the life of the testator his or ARTICLE =-1! @he +%..%"&/ ha.. be '++""e&t a'e +%r
her spouse descendants or ascendants d""&her"t"&/ a p%'e:
($) hen the parent or ascendant has accused the (;) Whe& the p%'e ha bee& %&"ted %+ a& atte6pt
testator of a crime for which the law prescribes a/a"&t the ."+e %+ the tetat%r3 h" %r her dee&da&t3
%r ae&da&t1
imprisonment for six years or more if the (2) Whe& the p%'e ha a'ed the tetat%r %+ a r"6e
accusation has been found to be false +%r h"h the .a prer"be "6pr"%&6e&t %+ "
(+) hen the parent or ascendant has been convicted year %r 6%re3 a&d the a'at"%& ha bee& +%'&d t% be
of adultery or concubinage with the spouse of the +a.e1
testator (=) Whe& the p%'e by +ra'd3 "%.e&e3 "&t"6"dat"%&3 %r
(-) hen the parent or ascendant by fraud violence '&d'e "&+.'e&e a'e the tetat%r t% 6a?e a ".. %r t%
intimidation or undue influence causes the testator ha&/e %&e a.ready 6ade1
(4) Whe& the p%'e ha /"e& a'e +%r .e/a. eparat"%&1
to ma,e a will or to change one already made
() Whe& the p%'e ha /"e& /r%'&d +%r the .% %+
• N'6ber 23 =3 43 a&d are the a6e a th%e pare&ta. a'th%r"ty1
"& ,rt".e 9;9 (B) U&'t"+"ab.e re+'a. t% 'pp%rt the h".dre& %r the %ther
p%'e$ (FB3 83 BF4a)
(#) The loss of parental authority for causes specified
in this %ode hen the spouse has given cause for legal
• I& th" ae3 th" h%'.d re+er t% th%e a'e separation
by h"h the pare&t %r ae&da&t " at +a'.t$ • I& th" ae3 there " yet &% deree %+ .e/a.
@hee a'e are pr%"ded +%r "& ,rt".e ==0 eparat"%& b't %&.y the %'rre&e %+ the
a&d ==2 %+ the C"". C%de$ a'e +%r .e/a. eparat"%&$
• Y%' d% &%t hae t% e're a deree %+ .e/a.
,R@ICE ==0 NEW CIVI CO5E$ @he +ather a&d "& a
pr%per ae the 6%ther3 ha.. .%e a'th%r"ty %er eparat"%&
p%'e h%+"rt
habe+%re y%' a& d""&her"t y%'r
/"e& /r%'&d
the"r h".dre&:
(;) Whe& by +"&a. 'd/6e&t "& a r"6"&a. ae the
pe&a.ty %+ depr"at"%& %+ a"d a'th%r"ty " "6p%ed Groun%s #or Le/al Se.araion2
'p%& h"6 %r her1 ,R@ICE NEW CIVI CO5E$ , pet"t"%& +%r .e/a.
(2) Whe& by a +"&a. 'd/6e&t "& .e/a. eparat"%& eparat"%& 6ay be +".ed %& a&y %+ the +%..%"&/
pr%eed"&/ 'h .% %+ a'th%r"ty " de.ared$ (;B9a) /r%'&d:
(;) Repeated phy"a. "%.e&e %r /r%.y ab'"e
,R@ICE ==2 NEW CIVI CO5E$ @he %'rt 6ay %&d't d"reted a/a"&t the pet"t"%&er3 a
depr"e the pare&t %+ the"r a'th%r"ty %r 'pe&d the %66%& h".d3 %r a h".d %+ the pet"t"%&er1
eer"e %+ the a6e "+ they h%'.d treat the"r (2) Phy"a. "%.e&e %r 6%ra. pre're t% %6pe.
h".dre& "th ee"e harh&e %r h%'.d /"e the pet"t"%&er t% ha&/e re."/"%' %r p%."t"a.
the6 %rr'pt"&/ %rder3 %'&e.3 %r ea6p.e3 %r a++"."at"%&1
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 36/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
(=) ,tte6pt %+ rep%&de&t t% %rr'pt %r "&d'e the d""&her"ted pare&t ha.. &%t hae the ''+r't %r
pet"t"%&er3 a %66%& h".d3 %r a h".d %+ the ad6"&"trat"%& %+ the pr%perty h"h %&t"t'te the
pet"t"%&er3 t% e&/a/e "& pr%t"t't"%&3 %r %&&"a&e .e/"t"6e$ (8F)
"& 'h %rr'pt"%& %r "&d'e6e&t1
(4) >"&a. 'd/6e&t e&te&"&/ the rep%&de&t t%
"6pr"%&6e&t %+ 6%re tha& " year3 ee& "+ • ,rt".e 92= ta.? ab%'t the ri/$ o#
pard%&ed1 re.resenaion o# $e $eirs o# $e
() 5r'/ add"t"%& %r hab"t'a. a.%h%."6 %+ the %isin$erie% $eir
rep%&de&t1
(B) eb"a&"6 %r h%6%e'a."ty %+ the rep%&de&t1 E,#PE: @etat%r ha 2 h".dre&3 , a&d $ , ha 2
(F) C%&trat"&/ by the rep%&de&t %+ a 'be7'e&t
h".dre&3 C a&d 5$ , " d""&her"ted$ Ee& "+ , a& &%
b"/a6%' 6arr"a/e3 hether "& the Ph"."pp"&e
%r abr%ad1 .%&/er "&her"t3 C a&d 5 ".. &% repree&t , b't %&.y
(8) Se'a. "&+"de."ty %r perer"%&1 "th repet t% the .e/"t"6e %+ ,$ @he +a'.t %+ ,
(9) ,tte6pt by the rep%&de&t a/a"&t the ."+e %+ the h%'.d &%t be "6p'ted a/a"&t , he"r$
pet"t"%&er1 %r
(;0),ba&d%&6e&t %+ pet"t"%&er by rep%&de&t
"th%'t 't"+"ab.e a'e +%r 6%re tha& %&e • ,& he"r h% ha bee& d""&her"ted a& be
year$ repree&ted
>%r p'rp%e %+ th" ,rt".e the ter6 Ah".dA ha.. • PER CAPITA 6ea& %&e "&her"t "& h" %&
"&.'de a h".d by &at're %r by ad%pt"%&$ (9Fa) r"/ht$ I& the ea6p.e3 "&her"t "& h" %& r"/ht$
• PER STIRPES 6ea& %&e "&her"t by "rt'e
• N%te that ee& "+ there " 6ere.y a& atte6pt
a/a"&t the ."+e %+ the %ther p%'e3 "t a& be a %+ repree&tat"%&$ I& the ea6p.e3 C a&d 5
/r%'&d +%r d""&her"ta&e bea'e "t " a /r%'&d "&her"t a repree&tat"e %+ ,
+%r .e/a. eparat"%&$ I& th" /r%'&d3 there " &%
%&"t"%&3 b't 6ere atte6pt • Whe& there " a "..( repree&tat"%& ta?e
p.ae %&.y "th repet t% the .e/"t"6e
• 't '&der ,rt".e 92;3 para/raph ;3 ta?e &%te
that hat "t pr%"de " %&"t"%&: L hen the • 't "+ there " &% ".. ( repree&tat"%& perta"&
spouse has been convicted of an attempt t% the EN@IRE p%rt"%&
against the life of the testator his or her
descendants or ascendants0 • , ".. %&ta"&"&/ %&.y a d""&her"ta&e " a&
• I+ %&e %+ the p%'e atte6pt a/a"&t the ."+e %+ "&d"ret d"p%"t"%&$ It " a a."d "..
a %66%& h".d %r dee&da&t3 there ha t% be
%&"t"%& "& %rder that "t 6ay %&t"t'te a • PRINCIPE: Whe& there " a "..3 the
/r%'&d +%r d""&her"ta&e bea'e "t " &%t a repree&tat"%& %+ the he"r %+ the d""&her"ted he"r
/r%'&d +%r .e/a. eparat"%& ".. %&.y be t% the E@EN@ O> @HE EDI@I#E$ 't
"th repet t% the +ree p%rt"%&3 that /%e t% the
I+ there a.ready ha bee& a deree %+ .e/a. "&t"t'ted he"r UNESS the ".. d%e &%t d"p%e
•
%+ the e&t"re pr%perty a&d that there " "&tetay
eparat"%&3 there " &% 6%re &eed t% d""&her"t the the %& he"r %+ the d""&her"ted he"r 6ay t"..
%++e&d"&/ p%'e bea'e by %perat"%& %+ .a3 the part %+ the +ree p%rt"%&
"&her"ta&e /"e& t% the %ther p%'e " re%?ed
a&d he %r he " a.% d"7'a."+"ed +r%6 "&her"t"&/
+r%6 the "&&%e&t p%'e$ • @he d""&her"ted he"r h% " repree&ted ha
&% ''+r't %r ad6"&"trat"%& %+ the pr%perty
ARTICLE =--! , 'be7'e&t re%&"."at"%& betee& the
h"h %&t"t'te the .e/"t"6e$ Ee& "+ h" %&
%++e&der a&d the %++e&ded per%& depr"e the .atter %+ the h".dre& ".. /et the pr%perty h"h he h%'.d
r"/ht t% d""&her"t3 a&d re&der "&e++et'a. a&y d""&her"ta&e hae /%tte& had he &%t bee& d""&her"ted3 he
that 6ay hae bee& 6ade$ (8B) a&&%t 'e "t a&d he a&&%t ad6"&"ter "t
• Reconciliaion " the 6't'a. ret%rat"%& %+ • @here " &% repree&tat"%& "th repet t% the
+ee."&/ t% the tat' 7'%$ It " a b".atera. at$ @he p%'e$ r"/ht %+ repree&tat"%& perta"& %&.y t%
%++e&ded party 6't be ab.e t% +%r/"e a&d the the dee&d"&/ a&d d"ret ."&e
%++e&der 6't be ab.e t% aept the +%r/"e&e$ • @here " &% r"/ht %+ repree&tat"%& "& the
• I+ there " d""&her"ta&e a&d 'be7'e&t.y ae&d"&/ ."&e
there " re%&"."at"%&3 the& the d""&her"ta&e
be%6e "&e++et'a. SECTION 7
• @here " &% re%&"."at"%& "+ "t " 6ere.y a Le/acies an% 9evises
/e&era. pard%& here"& the tetat%r +%r/"e a..
h% hae %++e&ded h"6 bea'e 'h " a '&".atera. ARTICLE =-! ,.. th"&/ a&d r"/ht h"h are "th"& the
%66ere %+ 6a& 6ay be be7'eathed %r de"ed$ (8Ba)
at %+ the tetat%r
Ho: is %isin$eriance revo6e% • Eeryth"&/ a& be be7'eathed %r de"e a
;$ @here " 'be7'e&t re%&"."at"%& (% .%&/ a "th"& the %66ere %+ 6a&
the d""&her"ta&e ha.. be "&e++et"e)
T$in/s :$ic$ canno 4e 4euea$e% or %evise%2
2.
"&t"t'ted y 6a?"&/ the d""&her"ted he"r a&
he"r ;$ Re C%66'&e
2$ Pr%perty %+ P'b." 5%6"&"%&
=$ y the re%at"%& %+ a ".. %&ta"&"&/ =$ Pr%perty %+ P'b." Ue
d""&her"ta&e 4$ Re N'..'
4$ y the d"a..%a&e %+ a ".. %&ta"&"&/ $ I..""t th"&/
the d""&her"ta&e B$ P're.y Per%&a. %r I&tra&6""b.e R"/ht
ARTICLE =-! , tetat%r 6ay har/e "th .e/a"e a&d
de"e &%t %&.y h" %6p'.%ry he"r b't a.% the .e/atee
a&d de"ee$
ARTICLE =-0! @he h".dre& a&d dee&da&t %+ the per%& @he .atter ha.. be ."ab.e +%r the har/e %&.y t% the ete&t %+
d""&her"ted ha.. ta?e h" %r her p.ae a&d ha.. preere the the a.'e %+ the .e/ay %r the de"e ree"ed by the6$ @he
r"/ht %+ %6p'.%ry he"r "th repet t% the .e/"t"6e1 b't the
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 37/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
%6p'.%ry he"r ha.. &%t be ."ab.e +%r the har/e bey%&d the • ,rt".e 929 pre'pp%e that the tetat%r
a6%'&t %+ the +ree p%rt"%& /"e& the6$ (88a)
?&% that he " &%t the +'.. %&er %+ the th"&/
b't t".. he ha "&teret %r he " a part %&er
DENER, RUE: Whe& the ".. " ".e&t3 the etate ha • @he ?&%.ed/e %+ the tetat%r a& be pr%ed
the d'ty %+ e++et"&/ the .e/ay %r de"e by the ".. "te.+ %r by e"de&e a."'&de (e"de&e
ECEP@ION: I+ the tetat%r har/e h" he"r "th the %'t"de the "..)$
.e/ay
.e/atee%r %r
de"e3 the& ha
de"ee3 , %+
thethe he"r3
d'ty %+ "&.'d"&/
e++et"&/ the
the
• 't "+ the tetat%r a&t t% /"e the pr%perty
"& "t e&t"rety3 he 6't epre.y pr%"de "t "& the
.e/ay %r de"e$ @he a.'e %+ the .e/ay %r de"e "..$
/"e& by the he"r ha.. be pr%p%rt"%& t% the hare
h"h they ree"ed$ ARTICLE =0?! @he .e/ay %r de"e %+ a th"&/ be.%&/"&/
ECEP@ION @O @HE ECEP@ION: 't " a SPECI>IC HEIR t% a&%ther per%& " %"d3 "+ the tetat%r err%&e%'.y
%r ED,@EE OR 5EVISES " har/ed "th the b'rde& %+ be."eed that the th"&/ perta"&ed t% h"6$ 't "+ the th"&/
/""&/ th" .e/ay %r de"e3 the& that .e/atee3 de"ee3 be7'eathed3 th%'/h &%t be.%&/"&/ t% the tetat%r he& he
%r he"r a.%&e ha.. bear the b'rde& %+ /""&/ %'t the 6ade the "..3 a+terard be%6e h"3 by hateer t"t.e3
.e/ay %r de"e$ Ee& the %6p'.%ry he"r 6ay be the d"p%"t"%& ha.. ta?e e++et$ (8B2a)
har/ed "th the b'rde& %+ the .e/ay %r de"e b't "t
h%'.d &%t eeed the a6%'&t %+ the +ree p%rt"%& /"e& ARTICLE =-= ARTICLE =0?
@he tetat%r " a part- @he tetat%r ha &%
)in%s o# Le/ac' %&er %r ha a part "&teret hat%eer b't
"&teret ,N5 he ?&% he err%&e%'.y be."eed
1.
/"eLEGAC> PROPER < @he etate ha the d'ty t%
the .e/ay$ that he a part "&teret %r that he %& the
%&erh"p "& the th"&/ pr%perty$
2. PRE@LEGAC> < @he d'ty " /"e& t% the etate be7'eathed %r de"e$
b't the /"+t " /"e& t% a pe"+" he"r %r .e/atee$
@he .e/ay " 6ade pe"+" %r deter6"&ate % a
ar3 a h%'e a&d .%t b't t".. the d'ty t% /"e the ARTICLE =01! I+ the tetat%r %rder that a th"&/
.e/ay %r de"e " 'p%& the etate$ be.%&/"&/ t% a&%ther be a7'"red "& %rder that "t be /"e& t%
a .e/atee %r de"ee3 the he"r 'p%& h%6 the %b."/at"%& "
3. SU"@LEGAC>DSU"@9EVISE < th" " the %&e "6p%ed %r the etate 6't a7'"re "t a&d /"e the a6e t%
re+erred t% '&der ,rt".e 923 he& a .e/ay " the .e/atee %r de"ee1 b't "+ the %&er %+ the th"&/ re+'e
har/ed t% a& he"r3 %r a .e/atee %r a de"ee$ t% a."e&ate the a6e3 %r de6a&d a& ee"e pr"e
there+%r3 the he"r %r the etate ha.. %&.y be %b."/ed t% /"e
ARTICLE =-8! Whe& the tetat%r har/e %&e %+ the he"r the 't a.'e %+ the th"&/$ (8B;a)
"th a .e/ay %r de"e3 he a.%&e ha.. be b%'&d$
Sh%'.d he &%t har/e a&y%&e "& part"'.ar3 a.. ha.. be Aricle =0? Aricle =01
."ab.e "& the a6e pr%p%rt"%& "& h"h they 6ay "&her"t$ (89)
@he
the tetat%r d%e b't
pr%perty &%t %&
he @he tetat%r ?&%
the pr%perty " &%t that
h"
ARTICLE =-7! I+ t% %r 6%re he"r ta?e p%e"%& %+ the err%&e%'.y be."eed that a&d he 6a?e a& OR5ER
etate3 they ha.. be %."dar".y ."ab.e +%r the .% %r detr't"%& he %& the pr%perty that the pr%perty ha..
%+ a th"&/ de"ed %r be7'eathed3 ee& th%'/h %&.y %&e %+
be /"e& t% the de"ee
the6 h%'.d hae bee& &e/."/e&t$ (&)
%r t% the .e/atee$
I+ the %&er %+ the I+ there a& %rder3 the
• Ee& "+ they are %."dar".y ."ab.e3 the he"r h% "
pr%perty de6a&d a& etate3 %r the he"r3
&%t &e/."/e&t a& de6a&d re"6b're6e&t +%r6 the
ee"e pr"e %r re+'e .e/atee %r de"ee
%&e h% a &e/."/e&t
t% a."e&ate the pr%perty har/ed #US@ ,CJUIRE
• I+ the th"&/ " .%t thr%'/h a +%rt'"t%' ee&t3 the&3 that " the t"6e "t a&d /"e "t t% the
the he"r d% &%t hae a&y %b."/at"%& t% de."er$ he& the etate3 %r the .e/atee %r de"ee$
• I+ "t " "&te&t"%&a.3 there " &% %."dary ."ab"."ty$ he"r3 .e/atee %r de"ee
@he %&e h% " at +a'.t " the %&.y %&e ."ab.e$ har/ed "th the d'ty %+
/""&/ ha.. /"e a
ARTICLE =-<$ @he he"r h% " b%'&d t% de."er the .e/ay rea%&ab.e %r 't a.'e
%r de"e ha.. be ."ab.e "& ae %+ e"t"%&3 "+ the th"&/ " %+ the th"&/$
"&deter6"&ate a&d " "&d"ated %&.y by "t ?"&d$ (8B0)
• I+ the tetat%r ?&% that he d%e &%t %&
• I+ "&deter6"&ate %r /e&er"3 the he"r b%'&d t%
the pr%perty b't /"e "t t% the de"ee %r .e/atee
de."er " ."ab.e +%r e"t"%&$ @here " arra&ty
a&d there " &% %rder that "t ha.. be a7'"red by
a/a"&t e"t"%& bea'e be"&/ "&deter6"&ate %r
the etate3 the de"e %r .e/ay " t".. a."d b't
be"&/ /e&er"3 the he"r har/ed h%'.d &%t hae
the etate3 %r the he"r3 .e/atee %r de"ee
de."ered th"&/ h"h " de+et"e$
har/ed "th the d'ty %+ /""&/ the pr%perty ha
• I+ pe"+"3 the he"r " &%t ."ab.e bea'e h" d'ty a h%"e$ He 6ay hae %r a7'"re the pr%perty
" 6ere.y t% de."er hat the tetat%r ha h%e&$ It a&d /"e "t t% the .e/atee %r de"ee %r he 6ay
" bey%&d the p%er %+ the he"r3 .e/atee %r de"ee 't pay the 't a.'e$
har/ed$ He " 6ere.y har/ed "th he d'ty %+
de."er"&/ the ery a6e th"&/ 6e&t"%&ed by the • I+ there " a& %rder3 +%..% the %rder
tetat%r$ He ha &% ."ab"."ty +%r e"t"%&$ •
't "+ the %&er %+ the pr%perty d%e &%t
ARTICLE =-=! I+ the tetat%r3 he"r3 %r .e/atee %& %&.y a a&t t% a."e&ate the pr%perty3 the he"r %r the
part %+3 %r a& "&teret "& the th"&/ be7'eathed3 the .e/ay %r etate 6't pay the 't a.'e
de"e ha.. be '&dert%%d ."6"ted t% 'h part %r "&teret3
'&.e the tetat%r epre.y de.are that he /"e the th"&/ • I+ there " &% %rder that "t ha.. be a7'"red by
"& "t e&t"rety$ (8B4a) the etate3 the etate ha the h%"e$ He 6ay
't a7'"re the pr%perty %r pay the 't a.'e
DENER, RUE: @he .e/ay %r de"e ha.. be a."d there%+$
%&.y t% that p%rt"%& h"h " %&ed by the tetat%r
ECEP@ION: I+ the tetat%r EPRESSY de.are that he • @he %rder that the th"&/ be.%&/"&/ t% a&%ther
/"e the th"&/ "& "t e&t"rety be a7'"red NEE5 NO@ E EPRESS$ It 6ay be
"6p."ed$
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 38/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
be+%re the ee't"%& %+ the "..3 the etate " %b."/ed t% pay
Ree4er $e %i##erence: the debt3 '&.e the %&trary "&te&t"%& appear$
• ,rt".e 929 < he %& %&.y a part %+ the th"&/ @he a6e r'.e app."e he& the th"&/ " p.ed/ed %r
• ,rt".e 9=0 < he d%e &%t %& the th"&/ a&d he 6%rt/a/ed a+ter the ee't"%& %+ the "..$
,&y %ther har/e3 perpet'a. %r te6p%rary3 "th h"h
d%e &%t ?&% that he d%e &%t %& the th"&/
the th"&/ be7'eathed " b'rde&ed3 pae "th "t t% the
• ,rt".e 9=; < he d%e &%t %& the th"&/ b't at .e/atee %r de"ee$ (8BFa)
the t"6e %+ the ee't"%& %+ the "..3 he ?&e that
he a &%t the %&er %+ the th"&/ • Here3 the pr%perty de"ed %r be7'eathed "
'bet t% a p.ed/e %r 6%rt/a/e t% e're a
ARTICLE =0-! @he .e/ay %r de"e %+ a th"&/ h"h at the
re%erab.e debt
t"6e %+ the ee't"%& %+ the ".. a.ready be.%&/ed t% the
.e/atee %r de"ee ha.. be "&e++et"e3 ee& th%'/h a&%ther • @he etate ha the %b."/at"%& t% +ree the .a&d
per%& 6ay hae %6e "&teret there"&$ +r%6 the 6%rt/a/e
I+ the tetat%r epre.y %rder that the th"&/ be +reed • @h" ".. app.y ee& "+ the 6%rt/a/e a
+r%6 'h "&teret %r e&'6bra&e3 the .e/ay %r de"e ha.. 6ade a+ter the ee't"%& %+ the ".. %r be+%re
be a."d t% that ete&t$ (8BBa)
• @he etate ha &% %b."/at"%& t% +ree the
pr%perty +r%6 the b'rde& "6p%ed by a b%&d
• @h" art".e ta.? %+ a th"&/ /"e& a a de"e %r bea'e th" art".e %&.y app."e t% a p.ed/e %r a
a a .e/ay h"h at the t"6e %+ the ee't"%& %+ 6%rt/a/e %r a&yth"&/ h"h e're a
the ".. a.ready be.%&/ t% the .e/atee %r de"ee re%erab.e debt$ I+ the pr%perty b%&d "
• @he p%"&t t% re6e6ber " @HE @I#E O> @HE %&t"t'ted 'p%& a pr%perty3 that " &%t a
EECU@ION O> @HE WI re%erab.e debt$
• I& th" ae3 the .e/ay %r de"e %'.d be %"d • @he a6e th"&/ "+ the pr%perty " .eaed$ @he
bea'e "t %'.d be a .e/a. "6p%"b"."ty +%r the etate ha &% %b."/at"%& t% +ree the .a&d +r%6 the
tetat%r t% /"e t% the .e/atee %6eth"&/ that the .eae$ @he .eae " &%t a p.ed/e %r a 6%rt/a/e$
.e/atee a.ready %& • I& thee ae3 the .e/atee %r de"ee ha the
• Ee& "+ the th"&/ " 6%rt/a/ed t% a&%ther %b."/at"%& t% repet the .eae %r hae the
per%&3 the 6%rt/a/%r t".. re6a"& t% be the %&er %b."/at"%& t% repet the pr%perty b%&d
%+ the th"&/$ @he .e/ay %r de"e ".. t".. be %"d$
• 't "+ there " a& %rder +r%6 the tetat%r that ARTICLE =0! @he .e/ay %+ a red"t a/a"&t a th"rd
the th"&/ be aed +r%6 the 6%rt/a/e3 the .e/ay per%& %r %+ the re6""%& %r re.eae %+ a debt %+ the
".. be a."d %&.y t% 'h ete&t$ Up%& the death %+ .e/atee ha.. be e++et"e %&.y a re/ard that part %+ the
the tetat%r3 the etate ha t% pay the debt % that red"t %r debt e"t"&/ at the t"6e %+ the death %+ the
the pr%perty 6ay be aed +r%6 the 6%rt/a/e$ tetat%r$
I& the +"rt ae3 the etate ha.. %6p.y "th the .e/ay
ARTICLE =00! I+ the th"&/ be7'eathed be.%&/ed t% the by a"/&"&/
a/a"&t t% theI&.e/atee
the debt%r$ a.. r"/ht
the e%&d ae3%+
byat"%&
/""&/"tthe
6ay hae
.e/atee
.e/atee %r de"ee at the t"6e %+ the ee't"%& %+ the "..3 the
.e/ay %r de"e ha.. be "th%'t e++et3 ee& th%'/h "t 6ay a& a7'"tta&e3 h%'.d he re7'et %&e$
hae 'be7'e&t.y a."e&ated by h"6$ I& b%th ae3 the .e/ay ha.. %6pr"e a.. "&teret %&
I+ the .e/atee %r de"ee a7'"re "t /rat'"t%'.y a+ter 'h the red"t %r debt h"h 6ay be d'e the tetat%r at the t"6e
t"6e3 he a& .a"6 &%th"&/ by "rt'e %+ the .e/ay %r de"e1 %+ h" death$ (8F0a)
b't "+ "t ha bee& a7'"red by %&er%' t"t.e he a& de6a&d
re"6b're6e&t +r%6 the he"r %r the etate$ (8F8a) • @h" art".e re+er t% LEGAC> O5 CRE9IT
an% LEGAC> O5 RE,ISSION
• ;t para/raph: ,t the t"6e %+ the ee't"%& %+ • I& Le/ac' o# Cre%i3 the tetat%r (red"t%r)
the "..3 the .e/atee %r de"ee " the %&er ha %6e ree"ab.e +r%6 (debt%r)$ I& h" "..3
• 2&d para/raph: ,t the t"6e %+ the ee't"%& %+ the tetat%r pr%"de that "+ 'p%& h" death3 the
the "..3 the .e/atee %r de"ee " NO@ the %&er$ a"d %b."/at"%& " &%t yet pa"d3 the&3 , ".. hae
He a& t".. /et %6eth"&/ "+ he a7'"re the the r"/ht t% hateer a6%'&t " pa"d by %r ,
pr%perty 'be7'e&t.y by "rt'e %+ %&er%' t"t.e$ I+ 6ay pr%eed a/a"&t $
"t a a7'"red by /rat'"t%' t"t.e3 he a& .a"6 @he .a ay L%&.y a re/ard that part %+ the
&%th"&/ +r%6 the etate %+ the tetat%r$ red"t %r debt e"t"&/ at the t"6e %+ the
• @h" a.% app."e ee& "+ at the t"6e %+ the death %+ the tetat%rM
ee't"%& %+ the "..3 the tetat%r a the %&er %+ Whe& pr%perty " a7'"red a+ter the ee't"%&
the th"&/$ %+ the ".. b't be+%re the death3 th%e
pr%pert"e ".. &%t pa t% the he"r (,rt".e
W$a s$oul% 4e rei4urse% F9=)
1. I+ thr' a.e < the pr"e pa"d there+%re • I& Le/ac' o# Reission3 the tetat%r
2. I+ thr' barter < the a.'e %+ the th"&/ pr%"de 'p%& h" death that hateer %b."/at"%&
eha&/ed ha at that t"6e " a.ready %&d%&ed %r
3. I+ thr' a& %&er%' d%&at"%& (there " re6"tted$
%&"derat"%&3 &%t p're ."bera."ty) < the a.'e %+ @h" re+er t% %&.y 'h part e"t"&/ at the
the b'rde& "6p%ed t"6e %+ the death %+ the tetat%r
4. I+ thr' adudicacion en pago < the a.'e %+ the @h" .e/ay %+ re6""%& ta&d "& the a6e
red"t3 "&teret a&d %t tat' a d%&at"%& bea'e he& the tetat%r
d"e3 the a.'e %+ the debt h%'.d be added
W$o rei4urses %r %..ated t% the /r% etate
1. @he etate "+ &% %&e ha bee& har/ed "& @he .e/ay %+ re6""%& a.% arr"e "th "t
part"'.ar the d'ty %+ the etate %+ the tetat%r t% /"e
2$ @he he"r3 .e/atee3 %r de"ee h% ha bee& the .e/atee a& a7'"tta.3 ."?e a &%te "&d"at"&/
har/ed that the .e/atee ha &% 6%re debt
ARTICLE =0! I+ the tetat%r h%'.d be7'eath %r de"e
ARTICLE =08! @he .e/ay re+erred t% "& the preed"&/
%6eth"&/ p.ed/ed %r 6%rt/a/ed t% e're a re%erab.e debt
art".e ha.. .ape "+ the tetat%r3 a+ter ha"&/ 6ade "t3
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 39/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
h%'.d br"&/ a& at"%& a/a"&t the debt%r +%r the pay6e&t %+ • I+ "t " a pay6e&t +%r a& %b."/at"%&3 the
h" debt3 ee& "+ 'h pay6e&t h%'.d &%t hae bee& e++eted etate ha.. pay %&.y the eat a6%'&t h"h "
at the t"6e %+ h" death$ d'e
@he .e/ay t% the debt%r %+ the th"&/ p.ed/ed by h"6 "
'&dert%%d t% d"har/e %&.y the r"/ht %+ p.ed/e$ (8F;) • I+ the debt %+ the tetat%r ha a.ready
prer"bed b't the tetat%r pr%"ded +%r the
pay6e&t there%+ "& h" "..3 "t h%'.d be /"e&
• @h" " a& ea6p.e %+ REVOCATION ">
e++et bea'e th" " /%er&ed by N,@UR,
OPERATION O5 LAW OID,@ION
• @he .a pre'6e that by +"."&/ the at"%& +%r
%..et"%&3 the tetat%r " &% .%&/er "&tereted t% ARTICLE =?! I& a.ter&at"e .e/a"e %r de"e3 the
/"e the .e/ay h%"e " pre'6ed t% be .e+t t% the he"r 'p%& h%6 the
• L,t"%&M 6ea& 'd""a. at"%&$ #ere de6a&d %b."/at"%& t% /"e the .e/ay %r de"e 6ay be "6p%ed3 %r
the ee't%r %r ad6"&"trat%r %+ the etate "+ &% part"'.ar
.etter " &%t '++""e&t$ >%r the .a t% et "& %r +%r
he"r " % %b."/ed$
' t% pre'6e that there " re%at"%& by %perat"%& I+ the he"r3 .e/atee %r de"ee3 h% 6ay hae bee&
%+ .a3 there ha t% be a 'd""a. at"%&$ /"e& the h%"e3 d"e be+%re 6a?"&/ "t3 th" r"/ht ha.. pa
• , .e/ay that be.%&/ t% the .e/atee %r de"ee t% the repet"e he"r$
" %"d$ Ee& "+ the .e/atee p.ed/ed the ar t% the O&e 6ade3 the h%"e " "rre%ab.e$
I& the a.ter&at"e .e/a"e %r de"e3 eept a here"&
tetat%r3 b't3 that " 't a p.ed/e$ @here " &% pr%"ded3 the pr%""%& %+ th" C%de re/'.at"&/ %b."/at"%&
/ra&t %+ %&erh"p t% the tetat%r$ @he .e/atee %+ the a6e ?"&d ha.. be %bered3 ae 'h 6%d"+"at"%&
re6a"& t% be the %&er %+ the ar$ S%3 the tat' a 6ay appear +r%6 the "&te&t"%& epreed by the tetat%r$
%+ the .e/ay " %"d$ (8F4a)
• 't3 a a %&e7'e&e %+ that .e/ay3 the .a
pre'6e that the tetat%r " a"d t% et"&/'"h the • ,rt".e 940 ta.? ab%'t ri/$ o# c$oice in an
p.ed/e a.ready$ @he .e/atee a&&%t e&+%re the alernaive le/ac' or %evise
.e/ay b't he 6ay e&+%re3 a a .e/a. %&e7'e&e3 @h" " 't ."?e "& a.ter&at"e %b."/at"%&
•
that the p.ed/e " &% et"&/'"hed$
here"& the de."ery %+ %&e %+ the pretat"%& "
• U&der ,rt".e 9=B3 a.th%'/h there " a .e/ay %+ '++""e&t t% et"&/'"h the e&t"re %b."/at"%&
re6""%& a&d .e/ay %+ red"t3 t".. there " &% It " the he"r 'p%& h%6 the %b."/at"%& t%
•
arra&ty %& the part %+ the tetat%r a t% the
/"e the .e/ay %r de"e " "6p%ed %r "+3 +%r
e"te&e %r .e/a."ty %+ the red"t %r a t% the
"&ta&e there " &% he"r har/ed "& part"'.ar3
%.e&y %+ the debt%r$
the ee't%r %r ad6"&"trat%r %+ the etate3 h%
ha the %b."/at"%& t% de."er
ARTICLE =07$ , /e&er" .e/ay %+ re.eae %r re6""%& %+
debt %6pr"e th%e e"t"&/ at the t"6e %+ the ee't"%& %+ • I+ be+%re 6a?"&/ the h%"e3 the he"r3 the
the "..3 b't &%t 'be7'e&t %&e$ (8F2) .e/atee %r de"ee d"e3 the r"/ht t% 6a?e the
h%"e ha.. be eer"ed by the he"r %+ 'h
• @h" art".e pe"+"a..y ta.? ab%'t .e/ay %+ he"r3 .e/atee %r de"ee$
re.eae %r re6""%& %+ debt • @h" " &%t a per%&a. r"/ht$ @h" " a
tra&6""b.e r"/ht$
• O&.y th%e e"t"&/ at the t"6e %+ the ee't"%&
%+ the ".. • O&e the he"r b'rde&ed eer"ed the r"/ht %+
h%"e3 the& the .e/ay %r de"e eae t%
• @he a.'e %+ the debt re6"tted h%'.d &%t be%6e a& a.ter&at"e %&e$ It be%6e p're a&d
eeed the p%rt"%& h"h the tetat%r a& +ree.y "6p.e .e/ay$
d"p%e %+$ It 6't &%t eeed the +ree d"p%a.$
• #%re%er3 %&e the h%"e " eer"ed3 that
ARTICLE =0<! , .e/ay %r de"e 6ade t% a red"t%r ha.. h%"e be%6e "rre%ab.e
&%t be app."ed t% h" red"t3 '&.e the tetat%r % epre.y • I& a.ter&at"e .e/a"e %r de"e3 the r'.e "&
de.are$ %b."/at"%& a&d %&trat "th repet t%
I& the .atter ae3 the red"t%r ha.. hae the r"/ht t%
a.ter&at"e %b."/at"%&3 " a.% app."ed b't %&.y "&
%..et the ee3 "+ a&y3 %+ the red"t %r %+ the .e/ay %r
de"e$ (8F=a) a 'pp.et%ry
here " rea..y 6a&&er bea'e
the ".. %+ the 'pre6e
the tetat%r$ .a
I+ a&yth"&/
"& the r'.e "& %b."/at"%& a&d %&trat %&+."t
• I& th" ae3 the tetat%r " the debt%r
"th the ".. %+ the tetat%r3 the& the ".. %+ the
• @he rea%& +%r the .e/ay " pre'6ed a the
tetat%r ha.. prea".$
."bera."ty %+ the tetat%r
• 't "+ "t " epre.y de.ared by the tetat%r ARTICLE =1! , .e/ay %+ /e&er" per%&a. pr%perty ha..
that the .e/ay %r de"e ha.. be app."ed t% the be a."d ee& "+ there be &% th"&/ %+ the a6e ?"&d "& the
debt3 the&3 "t 6ay be /"e& e++et etate$
, de"e %+ "&deter6"&ate rea. pr%perty ha.. be a."d
• 't3 "+ "t " a&%ther ?"&d %+ pr%perty3 y%' a&&%t
%&.y "+ there be "66%ab.e pr%perty %+ "t ?"&d "& the etate$
+%re the red"t%r t% aept %6eth"&/ h"h " &%t @he r"/ht %+ h%"e ha.. be.%&/ t% the ee't%r %r
the %b."/at"%& ad6"&"trat%r h% ha.. %6p.y "th the .e/ay by the
de."ery %+ a th"&/ h"h " &e"ther %+ "&+er"%r &%r %+ 'per"%r
ARTICLE =0=! I+ the tetat%r %rder the pay6e&t %+ hat 7'a."ty$ (8Fa)
he be."ee he %e b't d%e &%t "& +at %e3 the d"p%"t"%&
ha.. be %&"dered a &%t r"tte&$ I+ a re/ard a pe"+"ed • @h" art".e ta.? ab%'t the d"++ere&e "& the
debt 6%re tha& the a6%'&t there%+ " %rdered pa"d3 the
ee " &%t d'e3 '&.e a %&trary "&te&t"%& appear$ r'.e %& /e&er"G"&deter6"&ate per%&a. pr%perty
@he +%re/%"&/ pr%""%& are "th%'t pre'd"e t% the a&d /e&er"G"&deter6"&ate rea. pr%perty
+'.+"..6e&t %+ &at'ra. %b."/at"%&$ (&) • @he etate ha the %b."/at"%& t% de."er 'h
per%&a. pr%perty h"h " %+ 6"dd.e 7'a."ty$ @h"
• I& th" ae3 the tetat%r " a..%tt"&/ a erta"& depe&d 'p%& the tat' %+ the etate %r 'p%&
a6%'&t %+ 6%&ey "& pay6e&t %+ h" %b."/at"%& the "t'at"%&
h"h he be."ee t% e"t3 b't "& +at d%e &%t e"t • 't "+ y%' are ta.?"&/ %+ a& "66%ab.e
• , 'h3 "t " %&"dered a &%t r"tte& bea'e pr%perty3 "+ there "+ there " &% %ther "66%ab.e
the /""&/ here " "6pe..ed by the r%&/ be."e+ by pr%perty "& the etate3 the&3 the de"e " %"d$
the tetat%r
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 40/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• @he per"%d t% re?%& "+ there " rea..y 'h ?"&/ ARTICLE =! I+ a per"%d"a. pe&"%&3 %r a erta"& a&&'a.3
%+ th"&/ e"t"&/ "& the etate %+ the tetat%r " at 6%&th.y3 %r ee?.y a6%'&t " be7'eathed3 the .e/atee 6ay
the t"6e %+ the death %+ the tetat%r pet"t"%& the %'rt +%r the +"rt "&ta..6e&t 'p%& the death %+
the tetat%r3 a&d +%r the +%..%"&/ %&e h"h ha.. be d'e at
the be/"&&"&/ %+ eah per"%d1 'h pay6e&t ha.. &%t be
ARTICLE =-! Whe&eer the tetat%r epre.y .eae the ret'r&ed3 ee& th%'/h the .e/atee h%'.d d"e be+%re the
r"/ht %+ h%"e t% the he"r3 %r t% the .e/atee %r de"ee3 the ep"rat"%& %+ the per"%d h"h ha %66e&ed$ (880a)
+%r6er 6ay /"e %r the .atter 6ay h%%e h"heer he 6ay
pre+er$ (8FBa) • @he he"r a& pet"t"%& +%r h" a..%a&e %r
• @h" art".e a.% ta.? ab%'t a.ter&at"e .e/ay pe&"%& a+ter the death %+ the tetat%r +%r the ;t
%r de"e "&ta..6e&t a&d +%r the +%..%"&/ %&e3 h"h ha..
be d'e at the be/"&&"&/ %+ eah per"%d
DENER, RUE: @he r"/ht %+ h%"e be.%&/ t% the
etate3 %r the he"r %r .e/atee %r de"ee W$en %o 'ou .eiion
ECEP@ION: I+ the tetat%r ".. /"e the r"/ht %+ h%"e ;$ @he ".. 6't be ad6"tted t% pr%bate
t% the he"r %r .e/atee %r de"ee +a%red 2$ ,+ter the ".. " ad6"tted t% pr%bate3 the .e/atee
a& pet"t"%& the %'rt +%r the de."ery t% h"6 %+
• @he .e/atee %r de"ee a& at'a..y h%%e the a..%a&e pr%"ded that the debt a&d tae %+
th"&/ h"h are %+ 'per"%r 7'a."ty %r "&+er"%r the etate hae bee& pa"d +"rt$
7'a."ty %r 6ed"'6 7'a."ty$ @here " &% %b."/at"%&
%& h" part t% h%%e %&.y the %&e h"h " %+ ARTICLE =8! I+ the th"&/ be7'eathed h%'.d be 'bet
t% a ''+r't3 the .e/atee %r de"ee ha.. repet 'h r"/ht
6ed"'6 7'a."ty$
'&t". "t " .e/a..y et"&/'"hed$ (8B8a)
ARTICLE =0! I+ the he"r3 .e/atee %r de"ee a&&%t 6a?e
the h%"e3 "& ae "t ha bee& /ra&ted h"63 h" r"/ht ha.. pa • I+ the th"&/ " 'bet t% ''+r't3 the etate
t% h" he"r1 b't a h%"e %&e 6ade ha.. be "rre%ab.e$ ha &% %b."/at"%& t% +ree the th"&/ +r%6 the
(8FFa) ''+r't bea'e the .e/atee %r de"ee ha t%
repet the ''+r't
• @h" " a re"terat"%& %+ ,rt".e 940 • @h" " re.ated t% ,rt".e 9=4
• , .%&/ a the har/e %r b'rde& " &%t t%
Liiaions o# $e ri/$ o# c$oice: ("& a.ter&at"e e're a re%erab.e debt3 that ha.. pa %& t%
.e/a"eGde"ee %r "& /e&er"G"&deter6"&ate the he"r3 .e/atee %r de"ee
.e/a"eGde"ee)
1. @he h%"e " ."6"ted t% th"&/ a.ter&at"e.y the ARTICLE =7! @he .e/atee %r de"ee a7'"re a r"/ht t%
%bet %+ .e/ay %r de"e$ I+ "t " a /e&er" the p're a&d "6p.e .e/a"e %r de"e +r%6 the death %+
.e/ay %+ a ar3 he a& h%%e %&.y a ar$ He the tetat%r3 a&d tra&6"t "t t% h" he"r$ (88;a)
a&&%t h%%e a h%'e$
2. He a&&%t h%%e a& "..e/a. %r "6p%"b.e th"&/ • , .ure an% si.le le/ac' or %evise " %&e
%r that h"h %'.d &%t hae bee& "&te&ded by that " "66ed"ate.y de6a&dab.e 'p%& the death
the tetat%r$ %+ the tetat%r$ It " &%t 'bet t% a %&d"t"%&3 a
=$ N% r"/ht %+ h%"e he& a6%&/ .e/a"e %r ter6 %r a 6%de
de"e %&.y %&e " prat"ab.e$ • , .%&/ a the tetat%r " a.ready dead3 the
r"/ht %+ the .e/atee %r de"ee be%6e eted
ARTICLE =! , .e/ay +%r ed'at"%& .at '&t". the .e/atee
a.ready$ I+ the .e/atee %r the de"ee d"e pr"%r
" %+ a/e3 %r bey%&d the a/e %+ 6a%r"ty "& %rder that the
.e/atee 6ay +"&"h %6e pr%+e"%&a.3 %at"%&a. %r /e&era. t% the de."ery %+ the .e/ay %r de"e3 h" he"r
%'re3 pr%"ded he p'r'e h" %'re d"."/e&t.y$ 6ay e&+%re the .e/ay %r de"e$
, .e/ay +%r 'pp%rt .at d'r"&/ the ."+et"6e %+ the • It " d"++ere&t "+ the .e/atee %r de"ee d"e
.e/atee3 "+ the tetat%r ha &%t %ther"e pr%"ded$ ahead %+ the tetat%r$ I& that ae3 the he"r %+
I+ the tetat%r ha &%t +"ed the a6%'&t %+ 'h .e/a"e3
"t ha.. be +"ed "& a%rda&e "th the %"a. ta&d"&/ a&d the
the .e/atee %r de"ee a&&%t de6a&d +r%6 the
etate$ Whe& "t %6e t% the +ree p%rt"%&3 there
"r'6ta&e %+ the
I+ the tetat%r .e/atee
d'r"&/ h" a&d the a.'e
."+et"6e %+ the
'ed t% /"eetate$
the .e/atee " &% r"/ht %+ repree&tat"%&$
a erta"& '6 %+ 6%&ey %r %ther th"&/ by ay %+ 'pp%rt3 the • I+ the pr%perty " pe"+"3 the& y%' a7'"re
a6e a6%'&t ha.. be dee6ed be7'eathed3 '&.e "t be
6ar?ed.y d"pr%p%rt"%&ate t% the a.'e %+ the etate$ (8F9a)
the pr%perty +r%6 the tetat%r death
• I+ the pr%perty " /e&er"3 the& +r%6 the t"6e
• LEGAC> O5 E9UCATION %+ the e.et"%&$ ,.th%'/h y%' hae r"/ht t% the
DENER, RUE: @he .e/ay %+ ed'at"%& .at 'p .e/ay %r de"e +r%6 the t"6e %+ death b't a t%
t% the a/e %+ 6a%r"ty (;8 year %.d) the pr%perty "te.+3 y%' hae the r"/ht %er the
ECEP@ION: ey%&d the a/e %+ 6a%r"ty "& %rder pr%perty +r%6 the t"6e %+ e.et"%&
that the .e/atee 6ay +"&"h %6e pr%+e"%&a.3 • I+ "t " a.ter&at"e3 +r%6 the t"6e %+ e.et"%&
%at"%&a. %r /e&era. %'re3 pr%"ded he p'r'e a.%
h" %'re d"."/e&t.y
• I+ "t " t% be a7'"red +r%6 a tra&/er3 +r%6
the t"6e %+ a7'""t"%&
•
• I+ the .e/ay %r de"e " 'bet t% a
LEGAC>
DENER, O5 SUPPORT
RUE: , .%&/ a the .e/atee " a."e the %&d"t"%&3 a .%&/ a the %&d"t"%& " +'.+"..ed3 "t
.e/ay +%r 'pp%rt .at retr%at t% the death %+ the tetat%r
ECEP@ION: @he tetat%r a& pr%"de %ther"e • I+ the .e/ay %r de"e " 'bet t% a ter63 "+
• I+ the .e/ay " har/ed a/a"&t the etate3 the& the .e/atee %r de"ee d"e pr"%r t% the arr"a. %+
"t h%'.d &%t eeed the a.'e %+ the +ree d"p%a. the ter63 he a7'"red the r"/ht +r%6 the t"6e %+
death b't the r"/ht t% the pr%perty et %&.y
• 't "+ the .e/ay " har/ed a/a"&t a& he"r %r
'p%& the arr"a. %+ the ter6
a&%ther .e/atee3 the& the a.'e h%'.d &%t eeed
the "&her"ta&e %+ that he"r %r .e/atee har/ed "th
the .e/ay +%r 'pp%rt %r ed'at"%&
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 41/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
ARTICLE =<! I+ the .e/ay %r de"e " %+ a pe"+" a&d • RIGHT O5 A9E,PTION " the pr%e %+
deter6"&ate th"&/ perta"&"&/ t% the tetat%r3 the .e/atee %r
/""&/ e++et inter vivos t% a d"p%"t"%& mortis
de"ee a7'"re the %&erh"p there%+ 'p%& the death %+ the
tetat%r3 a e.. a a&y /r%"&/ +r'"t3 %r '&b%r& %++pr"&/ %+ causa. He a&t t% /"e e++et t% the .e/ay
a&"6a.3 %r '&%..eted "&%6e1 b't &%t the "&%6e h"h a intervivos h"h " d"p%"t"%& mortis causa
d'e a&d '&pa"d be+%re the .atterK death$ d'r"&/ the ."+et"6e %+ the tetat%r bea'e the
>r%6 the 6%6e&t %+ the tetat%rK death3 the th"&/ tetat%r ay the .e/ay " t% be e++et"e "+ a&d
be7'eathed ha.. be at the r"? %+ the .e/atee %r de"ee3 h% %&.y "+ I hae &%t d%&e th" d'r"&/ 6y ."+et"6e$
ha..3 there+%re3 bear "t .% %r deter"%rat"%&3 a&d ha.. be
be&e+"ted by "t "&reae %r "6pr%e6e&t3 "th%'t pre'd"e t% ARTICLE ==! I+ the be7'et h%'.d &%t be %+ a pe"+"
the rep%&"b"."ty %+ the ee't%r %r ad6"&"trat%r$ (882a) a&d deter6"&ate th"&/3 b't " /e&er" %r %+ 7'a&t"ty3 "t +r'"t
a&d "&teret +r%6 the t"6e %+ the death %+ the tetat%r ha..
• @h" ta.? ab%'t pe"+" %r deter6"&ate th"&/ perta"& t% the .e/atee %r de"ee "+ the tetat%r ha
epre.y % %rdered$ (884a)
• I+ a pare. %+ .a&d " de"ed3 /r%"&/ +r'"t a&d
r%p at the t"6e %+ the death %+ the tetat%r ha..
be "&.'ded "& the de."ery t% the de"ee$ @h%e • I& ,rt".e 9493 the de"e %r .e/ay " a
h"h are a.ready hareted %r /athered &% .%&/er /e&er" th"&/
+%r6 part %+ the de"e %r .e/ay$ O&.y the /r%"&/ • #%&ey " /e&er"3 '&.e er"a. &'6ber "
r%p are "&.'ded3 by "rt'e %+ ae"%&$ pr%"ded
• U&b%r& %++pr"&/ are a.% "&.'ded
• @he "&teret ar'e %&.y +r%6 the t"6e %+
• U&%..eted "&%6e are a.% "&.'de$ de+a'.t$ @here " de+a'.t he& there " a.ready
U&%..eted "&%6e are "&%6e that h%'.d hae de6a&d$
ar'ed a+ter the death %+ the tetat%r
• Accrue% 6ea& "t " a.ready d'e a&d DENER, RUE: @he r"/ht t% the +r'"t d%e &%t perta"&
de6a&dab.e t% the .e/ateeGde"ee pr"%r t% e.et"%& a&d ee&
• ,+ter-a7'"red pr%pert"e ('&der ,rt".e F9=) a+ter the death %+ the tetat%r
are &%t t% be "&.'ded bea'e they ere a7'"red ECEP@ION: I+ the tetat%r epre.y pr%"de that
a+ter the "&t"t't"%& %+ the ".. 'p t% the t"6e be+%re the .e/ateeGde"ee ".. t".. /et the +r'"t pr"%r t%
the death %+ the tetat%r e.et"%&
,R@ICE F8; NEW CIVI CO5E$ @he "&her"ta&e %+ a ARTICLE =?! I+ the etate h%'.d &%t be '++""e&t t%
per%& "&.'de &%t %&.y the pr%perty a&d the %er a.. the .e/a"e %r de"e3 the"r pay6e&t ha.. be
tra&6""b.e r"/ht a&d %b."/at"%& e"t"&/ at the 6ade "& the +%..%"&/ %rder:
t"6e %+ h" death3 b't a.% th%e h"h hae ar'ed (;) Re6'&erat%ry .e/a"e %r de"e1
theret% "&e the %pe&"&/ %+ the 'e"%&$ (&) (2) e/a"e %r de"e de.ared by the tetat%r t% be
pre+ere&t"a.1
(=) e/a"e +%r 'pp%rt1
,R@ICE F9= NEW CIVI CO5E$ Pr%perty a7'"red
a+ter the 6a?"&/ %+ a ".. ha.. %&.y pa thereby3 a (4) e/a"e +%r ed'at"%&1
() e/a"e %r de"e %+ a pe"+"3 deter6"&ate th"&/
"+ the tetat%r had p%eed "t at the t"6e %+ 6a?"&/
h"h +%r6 a part %+ the etate1
the "..3 h%'.d "t epre.y appear by the ".. that
(B) ,.. %ther pr% rata$ (88Fa)
'h a h" "&te&t"%&$ (&)
• ,rt".e 90 ta.? ab%'t the %rder %+ pay6e&t
• 2&d para/raph pr%"de that +r%6 the 6%6e&t "+ the etate " &%t '++""e&t t% pay a.. the
%+ death3 the .e/atee %r de"ee be%6e the .e/a"e %r de"e ( RPSESA+
%&er$ We hae the .rinci.le o# res .eri
• R 3 reuneraor' le/acies or %evises
%oino3 here"& the %&er bear the r"? %+ the
P @ .re#erre%
.%$ 't he ha.. a.% bear the be&e+"t %+ the
S @ su..or
"6pr%e6e&t$
E @ e%ucaion
• 't "+ the .% " by +a'.t %+ a&y%&e %ther tha& S 3 s.eci#ic $in/s
the .e/ateeGde"ee3 app.y the r'.e %& 7'a"-de."t A 3 all o$ers
%r %b."/at"%& a&d %&trat$ 1. Remuneratory legacies or devises
• Ea6p.e: I+ there " a de.ay "& the de."ery %+ • @h%e h"h are 6ade by the tetat%r "&
the th"&/ /"e& a .e/ayGde"e a&d the %&"derat"%& %+ the er"e 6ade by the .e/atee
.e/ateeGde"ee a.ready de6a&ded +%r "t3 a&d the %r de"ee b't that h"h d%e &%t %&t"t'te a
th"&/ " .%t be+%re the de."ery3 the etate3 the he"r re%erab.e debt
%r .e/atee %r de"ee b'rde&ed ha.. bear the .%$ 2. Preferred legacy or devise
• @he he"r %+ the .e/ateeGde"ee "& ,rt".e 948 • @h%e h"h are de.ared by the tetat%r t%
&eed &%t pay the tetat%r +%r the epe&e "th be pre+erred
repet t% the pr%d't"%& '&der ,rt".e 44=$ @he 3. Support
tetat%r " &%t %&"dered a a th"rd per%&$ @he
.e/ateeGde"ee " 6ere.y 'eed"&/ t% the r"/ht • U&der the >a6".y C%de3 'pp%rt %6pr"e
%+ the tetat%r eeryth"&/ "&d"pe&ab.e < +%%d3 he.ter3 .%th"&/3
ed'at"%&$
,rt".e 44= NEW CIVI CO5E$ He h% ree"e the • I& 'e"%&3 "+ e are ta.?"&/ %+ 'pp%rt3 e
+r'"t ha the %b."/at"%& t% pay the epe&e 6ade d% &%t "&.'de ed'at"%&
by a th"rd per%& "& the"r pr%d't"%&3 /ather"&/ a&d 4. Education
preerat"%&$ 5. Specific Legacy or Devise
• Ee& "+ "t " pe"+" .e/ay %r de"e b't "t "
A..lica4ili' o# Aricle =<2
;$ S"6p.e a&d p're .e/ayGde"e &%t yet %& the etate a&d "t " t% be a7'"red +r%6
2$ e/a"e a&d de"e 'bet t% re%.'t%ry a&%ther per%& %r a&%ther etate3 "t " &%t
%&d"t"%& "&.'ded "& the .e/ay %r de"e %+ a pe"+"
=$ e/a"e a&d de"e 'bet t% 'pe&"e deter6"&ate th"&/$ I+ the .e/ayGde"e " t% be
%&d"t"%& "& "e %+ the retr%at"e e++et %+ the ta?e& +r%6 a&%ther per%& t% be /"e& t% the
%&d"t"%& %&e "t " +'.+"..ed .e/ateeGde"ee3 that +a.. '&der La.. %ther pr%-
rataM
"ar Juesion2 W$a is a Ri/$ o# A%e.ion . !mong all ot"er pro#rata
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 42/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
Or%er un%er Aricle =112 • @he debt a&d %b."/at"%& %+ the etate 6't
1. e/"t"6e +"rt be pa"d a&d a+terard3 "+ there " ee3 e
&% hae the de."ery %+ the .e/ay3 de"e %r
2. 5%&at"%& inter vivos "&her"ta&e$
=$ Pre+erred .e/a"eGde"e
4. ,.. %ther pro rata ARTICLE =! @he .e/atee %r de"ee a&&%t aept a
part %+ the .e/ay %r de"e a&d rep'd"ate the %ther3 "+ the
Aricle =11 Aricle =? .atterSh%'.d
be %&er%'$
he d"e be+%re ha"&/ aepted the .e/ay %r
@h" art".e " app."ed @h" art".e " app."ed he&
he& there "Gare there NO %6p'.%ry he"r de"e3 .ea"&/ eera. he"r3 %6e %+ the .atter 6ay aept
a&d the %ther 6ay rep'd"ate the hare repet"e.y
%6p'.%ry he"rG a&d the"r .e/"t"6e are "& be.%&/"&/ t% the6 "& the .e/ay %r de"e$ (889a)
,N5GOR there are da&/er %+ be"&/ "6pa"red
d%&at"%& inter vivos ,N5GOR there are NO
d%&at"%& inter vivos$ ,.. • @h" art".e re+er t% %&e .e/ay %r de"e3
y%' hae t% d% "3 a6%&/ h"h part.y %&er%' a&d part.y /rat'"t%'
the .e/a"eGde"e h"h • @he de"ee a&&%t 't aept the part h"h
%+ the6 h%'.d be /"e& ha &% b'rde& "6p%ed a&d rep'd"ate the part
pr"%r"ty %er the %ther$ I+ h"h " %&er%'
there are %6p'.%ry he"r
b't the"r .e/"t"6e are &%t • 't he a& h%%e t% aept the %&er%' a&d
"6pa"red3 y%' app.y ,rt".e reet the /rat'"t%' part
90$ • I+ the .e/atee %r de"ee d"e3 h" r"/ht 6ay
• I+ there are &% %6p'.%ry he"r3 there " &% be eer"e by h" he"r
&eed t% %..ate the d%&at"%& bea'e the p'rp%e
%+ %..at"%& " %&.y t% deter6"&e the .e/"t"6e$ ARTICLE =! @he .e/atee %r de"ee %+ t% .e/a"e %r
de"e3 %&e %+ h"h " %&er%'3 a&&%t re&%'&e the
%&er%' %&e a&d aept the %ther$ I+ b%th are %&er%' %r
ARTICLE =1! @he th"&/ be7'eathed ha.. be de."ered /rat'"t%'3 he ha.. be +ree t% aept %r re&%'&e b%th3 %r t%
"th a.. "t ae"%& a&d ae%r"e a&d "& the %&d"t"%& "& re&%'&e e"ther$ 't "+ the tetat%r "&te&ded that the t%
h"h "t 6ay be 'p%& the death %+ the tetat%r$ (88=a) .e/a"e %r de"e h%'.d be "&eparab.e +r%6 eah %ther3
the .e/atee %r de"ee 6't e"ther aept %r re&%'&e b%th$
ARTICLE =-! @he he"r3 har/ed "th a .e/ay %r de"e3 %r ,&y %6p'.%ry he"r h% " at the a6e t"6e a .e/atee
the ee't%r %r ad6"&"trat%r %+ the etate3 6't de."er the %r de"ee 6ay a"e the "&her"ta&e a&d aept the .e/ay
ery th"&/ be7'eathed "+ he " ab.e t% d% % a&d a&&%t %r de"e3 %r re&%'&e the .atter a&d aept the +%r6er3 %r
d"har/e th" %b."/at"%& by pay"&/ "t a.'e$ a"e %r aept b%th$ (890a)
e/a"e %+ 6%&ey 6't be pa"d "& ah3 ee& th%'/h the
he"r %r the etate 6ay &%t hae a&y$
@he epe&e &eeary +%r the de."ery %+ the th"&/ • ,rt".e 9 re+er t% t% %r 6%re .e/a"e %r
be7'eathed ha.. be +%r the a%'&t %+ the he"r %r the etate3 de"e
b't "th%'t pre'd"e t% the .e/"t"6e$ (88Ba) • @he a6e r'.e - the .e/atee %r de"ee a&&%t
re&%'&e the %&er%' a&d aept the /rat'"t%'$
• @he %b."/at"%& %+ the he"r3 .e/atee3 de"ee %r
etate har/ed " t% de."er the ery a6e th"&/ t% • I+ b%th are %&er%' %r /rat'"t%'3 he a& 't
be /"e& aept %r re&%'&e b%th %r e"ther3 '&.e the
tetat%r "&te&d that the t% .e/a"e %r de"e
• @he etate a&&%t 't d"har/e the .e/ay %r ha.. be "&eparab.e
de"e by pay"&/ the a.'e %+ the th"&/ de"ed %r
be7'eathed • , %6p'.%ry he"r h% " a .e/atee %r
de"ee3 6ay a"e h" "&her"ta&e a&d aept
• I+ the .e/ay " +%r ah3 ee& "+ the etate ha the .e/ay %r e"ther ay3 aept the "&her"ta&e
&% ah3 the etate ha t% e.. pr%perty % that "t a&d re&%'&e the .e/ay %r aept b%th %r
6ay /e&erate ah re&%'&e b%th
• Ee& "& a.ter&at"e .e/a"eGde"e3 y%' hae
t% de."er
the the th"&/ h"h " %&te6p.ated "th"&
e.et"%& ARTICLE =8$ I+ the
'&".."&/ t% aept the .e/ay
.e/atee %r de"ee
%r de"e3 a&&%t
%r "+ the %r %r
.e/ay "
@he b'rde&ed he"r3 .e/ateeGde"ee %r the de"e +%r a&y rea%& h%'.d be%6e "&e++et"e3 "t ha.. be
•
6er/ed "&t% the 6a %+ the etate3 eept "& ae %+
etate ha.. bear the epe&e +%r the de."ery %+ 'bt"t't"%& a&d %+ the r"/ht %+ aret"%&$ (888a)
the th"&/ be7'eathed %r de"ed$ I+ he " a
%6p'.%ry he"r3 the epe&e h%'.d &%t 'h a
t% a++et the .e/"t"6e %+ %6p'.%ry he"r$ • I+ the .e/atee %r de"ee d%e &%t a&t t%
aept %r a&&%t aept %r " d"7'a."+"ed +r%6
ARTICLE =0! @he .e/atee %r de"ee a&&%t ta?e aept"&/3 "t ha.. be 6er/ed "&t% the 6a %+ the
p%e"%& %+ the th"&/ be7'eathed 'p%& h" %& a'th%r"ty3 etate$ It ha.. /% by ay %+ .e/a. 'e"%&3
b't ha.. re7'et "t de."ery a&d p%e"%& %+ the he"r 'bet t% the r"/ht %+ 'bt"t't"%& a&d the r"/ht
har/ed "th the .e/ay %r de"e3 %r %+ the ee't%r %r %+ aret"%&
ad6"&"trat%r %+ the etate h%'.d he be a'th%r"!ed by the
%'rt t% de."er "t$ (88a) • Re6e6ber that e hae the r'.e %& ISRAI a
t% the %rder h"h ha t% be +%..%ed "& ae
• @here h%'.d be a& a'th%r"ty by the %'rt that there
;$" INSTITUTION
aa&y "& the p%rt"%& "&her"ted 2
the th"&/ ha.. &% be de."ered t% the .e/atee %r 2$ SU"STITUTION
de"ee =$ REPRESENTATION
• , .e/atee %r de"ee3 +r%6 the 6%6e&t %+ 4$ ACCRETION
death3 the%ret"a..y3 " a.ready e&t"t.ed t% the $ INTESTATE SUCCESSION
.e/ay %r de"e$ 't he a&&%t "66ed"ate.y
de6a&d the de."ery bea'e there ha t% be ARTICLE =7$ @he .e/ay %r de"e ha.. be "th%'t
pr%eed"&/ %&d'ted$ e++et:
(;) I+ the tetat%r tra&+%r6 the th"&/ be7'eathed "& 'h
• We are ta.?"&/ %+ tetate pr%eed"&/ bea'e a 6a&&er that "t d%e &%t reta"& e"ther the +%r6 %r
th" " .e/ay %r de"e$ the de&%6"&at"%& "t had1
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 43/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
(2) I+ the tetat%r by a&y t"t.e %r +%r a&y a'e a."e&ate the I+ the .% " the +a'.t %+ the he"r har/ed "th
th"&/ be7'eathed %r a&y part there%+3 "t be"&/ '&dert%%d
the %b."/at"%& t% de."er3 the&3 the he"r ha
that "& the .atter ae the .e/ay %r de"e ha.. be
"th%'t e++et %&.y "th repet t% the part th' a."e&ated$ I+ the %b."/at"%& t% pay the .e/atee +%r the a.'e
a+ter the a."e&at"%& the th"&/ h%'.d a/a"& be.%&/ t% the %+ the th"&/ .%t
tetat%r3 ee& "+ "t be by rea%& %+ &'.."ty %+ the %&trat3 the Whe& the th"&/ " &%t pe"+"3 "t " /e&er" %r
.e/ay %r de"e ha.. &%t therea+ter be a."d3 '&.e the deter6"&ate3 the& the h%"e perta"& t% the
rea7'""t"%& ha.. hae bee& e++eted by "rt'e %+ the etate %r the .e/ateeGde"ee %r the he"r
eer"e %+ the r"/ht %+ rep'rhae1
(=) I+ the th"&/ be7'eathed " t%ta..y .%t d'r"&/ the ."+et"6e %+
har/ed3 "& h"h ae they h%'.d &%t
de."er a th"&/ h"h ha de+et
the tetat%r3 %r a+ter h" death "th%'t the he"rK +a'.t$
Neerthe.e3 the per%& %b."/ed t% pay the .e/ay %r
de"e ha.. be ."ab.e +%r e"t"%& "+ the th"&/ be7'eathed ARTICLE =<$ , 6"ta?e a t% the &a6e %+ the th"&/
h%'.d &%t hae bee& deter6"&ate a t% "t ?"&d3 "& be7'eathed %r de"ed3 " %+ &% %&e7'e&e3 "+ "t " p%"b.e
a%rda&e "th the pr%""%& %+ ,rt".e 928$ (8B9a) t% "de&t"+y the th"&/ h"h the tetat%r "&te&ded t% be7'eath
%r de"e$ (&)
• ,rt".e 9F ta.? %+ re%at"%& %+ a .e/ay %r
• @h" art".e " re.ated t% ,rt".e F89 a&d 844
de"e by %perat"%& %+ .a$ ea'e %+ the at
per+%r6ed by the tetat%r3 the .a pre'6e that • I+ there " a 6"ta?e a t% the &a6e %+ the
there " re%at"%&$ th"&/3 "t " t".. p%"b.e t% deter6"&e hat " the
th"&/ re+erred t% by the tetat%r a a de"e %r
1! TRANS5OR,S THE THING .e/ay$ Y%' a& 'e the r'.e %+ "&terpretat"%&3
epe"a..y3 th%e r'.e "& .ate&t %r pate&t
@he th"&/ here re+er t% a pe"+" th"&/
bea'e "+ "t " a /e&er" th"&/ the& y%' d% &%t a6b"/'"ty$
?&% pr"%r t% e.et"%& h"h %+ the th"&/ "& • S%3 the de"e %r .e/ay re6a"& a."d
the etate %+ the tetat%r " be"&/ be7'eathed
%r de"ed ARTICLE ==! , d"p%"t"%& 6ade "& /e&era. ter6 "&
+a%r %+ the tetat%rK re.at"e ha.. be '&dert%%d t% be "&
@he tra&+%r6at"%& 6't be IN >OR# +a%r %+ th%e &earet "& de/ree$ (F;)
(appeara&e %+ the th"&/) %r IN 5ENO#IN,@ION
(&a6e be"&/ /"e& t% the th"&/)
• ,rt".e 99 ta.? %+ a COLLECTIVE
Whe& the tetat%r tra&+%r6 the th"&/ 'h INSTITUTION3 here"& there " a d"p%"t"%&
that "t d%e &%t reta"& the +%r6 %r the 6ade "& /e&era. ter6 "& +a%r %+ the tetat%r
de&%6"&at"%& "t had3 the&3 there " re.at"e
REVOC,@ION %+ the .e/ay %r de"e a&d the
• U&der th" art".e3 the %&.y r'.e t% be +%..%ed
.e/ayGde"e be%6e "&e++et"e
" the RULE O5 PROBI,IT>( the &earer re.at"e
-! ALIENATES THE THING
e.'de the +arther$
@he
6ade a."e&at"%& 6ade t%
"th the "&te&t bypart
the "th
tetat%r h%'.d be
the th"&/
• @here " &% r"/ht %+ repree&tat"%& here a&d
e d% &%t +%..% the r'.e that th%e h% are "&
I+ the tetat%r a."e&ate P,R@ %+ the pr%perty the dee&d"&/ ."&e are +a%red %er th%e "& the
the& the re%at"%& " %&.y a t% the part ae&d"&/ ."&e a&d that th%e h% are "& the
a."e&ated$ S% %&.y part"a. &%t e&t"re re%at"%& d"ret ."&e are +a%red %er th%e h% are "& the
I+ a+ter the a."e&at"%& the th"&/ h%'.d a/a"& %..atera. ."&e$ We 't +%..% %&e r'.e$
be.%&/ t% the tetat%r3 the .a ay Lthe .e/ay • @he .a re%/&"!e %&.y th%e h% are "th"&
%r de"e ha.. &%t therea+ter be a."dM the th de/ree "th"& the %..atera. ."&e a the
Ee& "+ the a."e&at"%& a %"d by rea%& %+ .e/a. re.at"e %+ the tetat%r$ I+ there are &%
&'.."ty %+ the %&trat % that the pr%perty re.at"e "th"& that ."&e3 the&3 the etate ha.. be
ret'r& t% the tetat%r3 t".. the .e/ay %r de"e /"e& "& +a%r %+ the State$
ha.. &%t be a."d
• I+ "t " a d"ret ."&e3 there " &% ."6"t$ 't "+
I+ the a."e&at"%& a a&&'..ed bea'e there y%' are ta.?"&/ %+ a %..atera. ."&e3 %&.y "th"& the
a +ra'd %r "&t"6"dat"%& %r 6"ta?e %& the part th
%+ the tetat%r3 the de"e %'.d be a."d de/ree %+ %&a&/'"&"ty$
bea'e the .a pre'pp%e a %.'&tary • I+ the tetat%r %rd are Lt% a.. th%e h%
a."e&at"%& by the tetat%r are e&t"t.ed theret%M3 he %'.d be re+err"&/ t% the
.e/a. %r "&tetate he"r$ We +%..% the r'.e %&
I+ the rea7'""t"%& ha.. hae bee& e++eted by "&tetate 'e"%& a&d th'3 e are &%t ."6"ted
"rt'e %+ the eer"e %+ the r"/ht rep'rhae3 by %&.y %&e r'.e %& pr%"6"ty$
the de"e %r .e/ay %'.d t".. be a."d
• I+ the tetat%r ay LI a6 /""&/ th" h%'e
@he r"/ht t% rep'rhae 6't be "&.'ded "& the a&d .%t t% the re.at"e %+ 6y "+eM3 ,rt".e 99
%&trat %+ a.e "te.+ %r "& the %&trat here"& a&&%t be app."ed bea'e ,rt".e 99 %&.y re+er
the tetat%r a."e&ated the th"&/ de"ed %r t% the tetat%r re.at"e$
be7'eathed bea'e "+ "t " a& ab%.'te a.e
a&d the&3 'be7'e&t.y3 he rep'rhae the
pr%perty3 the de"e h%'.d be %"d %r "t " CHAPTER 0
re%?ed Le/al or Inesae Succession
I+
the'be7'e&t.y3 the .e/atee
th"&/ de"ed %r de"ee a7'"re
%r be7'eathed3 the&3 "t SECTION 1
General Provisions
depe&d hether %r &%t h" a7'""t"%& " by
%&er%' t"t.e %r by /rat'"t%' t"t.e ARTICLE =8?$ Le/al or inesae succession ta?e
0! LOST O5 THE THING p.ae:
, th"&/ " %&"dered LOST he& "t per"he3 (;) I+ a per%& d"e "th%'t a "..3 %r "th a %"d "..3 %r %&e
h"h ha 'be7'e&t.y .%t "t a."d"ty1
/%e %'t %+ %66ere %r d"appear "& 'h a (2) Whe& the ".. d%e &%t "&t"t'te a& he"r t%3 %r d"p%e %+
ay that "t e"te&e " '&?&%& %r "t a&&%t a.. the pr%perty be.%&/"&/ t% the tetat%r$ I& 'h ae3
be re%ered .e/a. 'e"%& ha.. ta?e p.ae %&.y "th repet t% the
@he th"&/ " .%t WI@HOU@ the +a'.t %+ the pr%perty %+ h"h the tetat%r ha &%t d"p%ed1
tetat%r (=) I+ the 'pe&"e %&d"t"%& attahed t% the "&t"t't"%& %+
he"r d%e &%t happe& %r " &%t +'.+"..ed3 %r "+ the he"r
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 44/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
d"e be+%re the tetat%r3 %r rep'd"ate the "&her"ta&e3 there abe&e %+ the .e/"t"6ate h".dre&3 the .e/"t"6ate
be"&/ &% 'bt"t't"%&3 a&d &% r"/ht %+ aret"%& ta?e pare&t %r ae&da&t3 e hae the 'r""&/
p.ae1 p%'e a&d the tate$
(4) Whe& the he"r "&t"t'ted " "&apab.e %+ 'eed"&/3
eept "& ae pr%"ded "& th" C%de$ (9;2a) • @h" art".e d%e &%t yet ta.? ab%'t the
pre+ere&e %r %rder b't a t% h% are e&t"t.ed t%
• ,rt".e 9B0 /"e y%' the "&ta&e he& there the etate "& de+a'.t %+ teta6e&tary he"r
".. be .e/a. %r "&tetate 'e"%& •
• I& .e/a. %r "&tetate 'e"%& "t " baed %& N%t
he"r$ 'ta..a...e/a.G"&tetate he"r
%6p'.%ry he"r areare %6p'.%ry
.e/a. he"r$
the pre'6ed ".. %+ the tetat%r • r%ther a&d "ter are .e/a. he"r b't they
are &%t %6p'.%ry he"r
1! Wi$ou a :ill( voi% :ill or su4seuenl' los
• @here " &% d""&her"ta&e "& .e/a. 'e"%&
is vali%i'
bea'e d""&her"ta&e %'r %&.y he& there "
I+ a per%& d"e "th%'t a "..3 h" etate ".. /% a ".. a&d that the ".. 6't be a a."d "..
by .e/a. 'e"%&
• 't there " EBCLUSION here .e/a. he"r
@he ".. be%6e %"d he& "t d%e &%t %6p.y h% are NO@ %6p'.%ry he"r are &%t /"e&
"th the +%r6a."t"e re7'"red by .a a&yth"&/ "& the "..
y "rt'e %+ the re%at"%&3 the ".. .%e • Ee& "+ y%' a& e.'de a .e/a. he"r h% "
a."d"ty$ @here+%re3 y%' a&&%t /"e e++et t% &%t a %6p'.%ry he"r3 y%' a&&%t e.'de the
the ".. a&d the etate ".. be d"p%ed %+ by State
ay %+ "&tetay • I+ y%' d% &%t hae he"r "th"& the th de/ree
-! No insiuion o# $eir the&3 the pr%perty ha t% /% t% the State
,& ea6p.e " he& the ".. %&.y pr%"de +%r • @here " repree&tat"%& %+ the e.'ded .e/a.
d""&her"ta&e here"& the ".. " e++et"e a t% he"r
the d""&her"ta&e a&d the ret %+ the etate
ha.. /% by "&tetate 'e"%& )in%s o# e;clusion2
@he ".. d%e &%t d"p%e %+ a.. the pr%perty ;) Epre E.'"%&
be.%&/"&/ t% the tetat%r$ I& th" ae3 there " 2) I6p."ed E.'"%&
6"ed 'e"%&
0! Sus.ensive con%iion is no #ul#ille%( ARTICLE =8-! I& eery "&her"ta&e3 the re.at"e &earet
.re%ecease( re.u%iaes "& de/ree e.'de the 6%re d"ta&t %&e3 a"&/ the r"/ht
%+ repree&tat"%& he& "t pr%per.y ta?e p.ae$
S'pe&"e %&d"t"%& " %&e here"& the Re.at"e "& the a6e de/ree ha.. "&her"t "& e7'a.
"&t"t't"%& " 'bet t% the +'.+"..6e&t %+ a hare3 'bet t% the pr%""%& %+ art".e ;00B "th repet
%&d"t"%&$ I+ the %&d"t"%& d%e &%t happe&3 the t% re.at"e %+ the +'.. a&d ha.+ b.%%d3 a&d %+ art".e 98F3
"&t"t't"%& a&&%t be /"e& e++et$ para/raph."&e$
6ater&a. 23 %&er&"&/
(92;a) d"""%& betee& the pater&a. a&d
I+ the he"r d"e ahead %+ the tetat%r a&d
there " &% repree&tat"e t% 'eed3 the&3
there " "&tetate 'e"%& RULE ON PROBI,IT>
I& ae %+ rep'd"at"%&3 there be"&/ &% • @he &earer e.'de the +arther
'bt"t't"%&3 &% repree&tat"e a&d &% r"/ht %+
aret"%& the&3 there " "&tetay$ RULE O5 EJUAL 9IVISION
! Inca.aci' DENER, RUE: Re.at"e "& the a6e de/ree ha..
"&her"t "& e7'a. hare
I+ "&apa"tated3 "t ha.. /% by ay %+ .e/a. ECEP@IONS:
'e"%&
(1) ,rt".e ;00B "th repet t% the
re.at"e %+ +'.. b.%%d a&d ha.+ b.%%d$ I& .e/a.
O$er insances :$ere le/al or inesae
'e"%&3 the +'.. b.%%d re.at"e are e&t"t.ed t%
succession a6es .lace2
t"e a 6'h a th%e %+ the ha.+-b.%%d
;$ Preter"t"%& re.at"e$
2. I6pr%per d""&her"ta&e (2) ,rt".e 98F %&er&"&/ the d"""%&
3. >'.+"..6e&t %+ a re%.'t%ry %&d"t"%& betee& the 6ater&a. a&d pater&a. ."&e
4. ,rr"a. %+ the re%.'t%ry per"%d (=) R"/ht %+ repree&tat"%&
(4) I& .e/a. 'e"%& a&d the a6e "&
5orce% Succession Le/alDinesae teta6e&tary 'e"%&3 "..e/"t"6ate h".dre&
succession %&.y /et %+ the hare %+ %&e .e/"t"6ate h".d$
S'e"%& t% the @he d"p%"t"%& are
.e/"t"6e re/ard.e %+ pr%"ded +%r by .a SU"SECTION 1
the ".. %+ the tetat%r$ bea'e "t " baed %& the Relaions$i.
Ee& "+ "t " a/a"&t the pre'6ed ".. %+ the
de"re %+ the tetat%r3 tetat%r$ ARTICLE =80! Pr%"6"ty %+ re.at"%&h"p " deter6"&ed by
b't the he"r are the &'6ber %+ /e&erat"%&$ Eah /e&erat"%& +%r6 a de/ree$
%6p'.%ry he"r the&3 (9;)
the tetat%r ha t% /"e
t% thee %6p'.%ry
he"r$ • Relaions$i. " b.%%d (%&a&/'"&"ty) %r
6arr"a/e (a++"&"ty) t"e '&"t"&/ a per%& t% a&%ther
ARTICLE =81$ I& de+a'.t %+ teta6e&tary he"r3 the .a per%&
et the "&her"ta&e3 "& a%rda&e "th the r'.e here"&a+ter
et +%rth3 "& the .e/"t"6ate a&d "..e/"t"6ate re.at"e %+ the ARTICLE =8! , er"e %+ de/ree +%r6 a ."&e3 h"h
deeaed3 "& the 'r""&/ p%'e3 a&d "& the State$ (9;=a) 6ay be e"ther d"ret %r %..atera.$
, d"ret ."&e " that %&t"t'ted by the er"e %+ de/ree
a6%&/ ae&da&t a&d dee&da&t$
• @he .e/a. a&d "&tetate he"r %+ the deede&t
are .e/"t"6ate h".dre& a&d dee&da&t3
"..e/"t"6ate h".dre& %r dee&da&t$ I& the
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 45/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
, %..atera. ."&e " that %&t"t'ted by the er"e %+ • @he ad%ptee a& "&her"t +r%6 the ad%pter
de/ree a6%&/ per%& h% are &%t ae&da&t a&d • ,& ad%pted h".d a&&%t repree&t
dee&da&t3 b't h% %6e +r%6 a %66%& a&et%r$ (9;Ba)
• Ne"ther 6ay a& ad%pted h".d be repree&ted
ARTICLE =8! @he d"ret ."&e " e"ther dee&d"&/ %r ARTICLE =71! @he repree&tat"e " a..ed t% the
ae&d"&/$ 'e"%& by the .a a&d &%t by the per%& repree&ted$
@he +%r6er '&"te the head %+ the +a6".y "th th%e h% @he repree&tat"e d%e &%t 'eed the per%&
dee&d
@he +r%6
.atterh"6$
b"&d a per%& "th th%e +r%6 h%6 he repree&ted b't the %&e
%'.d hae 'eeded$ (&) h%6 the per%& repree&ted
dee&d$ (9;F)
• Repree&tat"e "&her"t &%t +r%6 the per%&
ARTICLE =88$ I& the ."&e3 a 6a&y de/ree are %'&ted a
there are /e&erat"%& %r per%&3 e.'d"&/ the pr%/e&"t%r$ repree&ted b't +r%6 the per%& t% h%6 the
I& the d"ret ."&e3 ae&t " 6ade t% the %66%& a&et%r$ per%& repree&ted %'.d hae "&her"ted
@h'3 the h".d " %&e de/ree re6%ed +r%6 the pare&t3 t%
+r%6 the /ra&d+ather3 a&d three +r%6 the /reat-/ra&dpare&t$ ARTICLE =7-! @he r"/ht %+ repree&tat"%& ta?e p.ae "&
I& the %..atera. ."&e3 ae&t " 6ade t% the %66%& the d"ret dee&d"&/ ."&e3 b't &eer "& the ae&d"&/$
a&et%r a&d the& dee&t " 6ade t% the per%& "th h%6 I& the %..atera. ."&e3 "t ta?e p.ae %&.y "& +a%r %+ the
the %6p'tat"%& " t% be 6ade$ @h'3 a per%& " t% de/ree h".dre& %+ br%ther %r "ter3 hether they be %+ the +'.. %r
re6%ed +r%6 h" br%ther3 three +r%6 h" '&.e3 h% " the ha.+ b.%%d$ (92)
br%ther %+ h" +ather3 +%'r +r%6 h" +"rt %'"&3 a&d % +%rth$
(9;8a) • I& the %..atera. ."&e3 the r"/ht %+
repree&tat"%& ta?e p.ae %&.y "& +a%r %+ the
ARTICLE =87! >'.. b.%%d re.at"%&h"p " that e"t"&/ h".dre& %+ br%ther %r "ter (&ephe %r
betee& per%& h% hae the a6e +ather a&d the a6e &"ee)
6%ther$
Ha.+ b.%%d re.at"%&h"p " that e"t"&/ betee& per%& • R"/ht %+ repree&tat"%& &eer ta?e p.ae "&
h% hae the a6e +ather3 b't &%t the a6e 6%ther3 %r the the ae&d"&/ ."&e
a6e 6%ther3 b't &%t the a6e +ather$ (920a)
ARTICLE =70! I& %rder that repree&tat"%& 6ay ta?e
ARTICLE =8<! I+ there are eera. re.at"e %+ the a6e p.ae3 "t " &eeary that the repree&tat"e h"6e.+ be
de/ree3 a&d %&e %r %6e %+ the6 are '&".."&/ %r apab.e %+ 'eed"&/ the deede&t$ (&)
"&apa"tated t% 'eed3 h" p%rt"%& ha.. ar'e t% the %ther
%+ the a6e de/ree3 ae the r"/ht %+ repree&tat"%& he& "t • @he repree&tat"e 6't be apa"tated t%
h%'.d ta?e p.ae$ (922)
"&her"t
ARTICLE =8=! I+ the "&her"ta&e h%'.d be rep'd"ated by
ARTICLE =7$ Whe&eer there " 'e"%& by
the &earet re.at"e3 h%'.d there be %&e %&.y3 %r by a.. the
repree&tat"%&3 the d"""%& %+ the etate ha.. be 6ade per
&earet re.at"e a..ed by .a t% 'eed3 h%'.d there be
eera.3 th%e %+ the +%..%"&/ de/ree ha.. "&her"t "& the"r %& t"rpe3 "& 'h
repree&tat"e ha..6a&&er that
&%t "&her"t thetha&
6%re repree&tat"e %r
hat the per%&
r"/ht a&d a&&%t repree&t the per%& %r per%& rep'd"at"&/
they repree&t %'.d "&her"t3 "+ he ere .""&/ %r %'.d
the "&her"ta&e$ (92=)
"&her"t$ (92Ba)
• @h" art".e ta.? ab%'t hat happe& he&
there " rep'd"at"%& • Re6e6ber that PER STIRPES 6ea&
"&her"ta&e by a.. th%e "th"& the /r%'p
• @he per%& h% rep'd"ate the "&her"ta&e "&her"t"&/ "& e7'a. hare
C,NNO@ be repree&ted
ARTICLE =7$ Whe& h".dre& %+ %&e %r 6%re br%ther %r
SU"SECTION - "ter %+ the deeaed 'r"e3 they ha.. "&her"t +r%6 the
Ri/$ o# Re.resenaion .atter by repree&tat"%&3 "+ they 'r"e "th the"r '&.e %r
a'&t$ 't "+ they a.%&e 'r"e3 they ha.. "&her"t "& e7'a.
ARTICLE =7?! Re.resenaion " a r"/ht reated by +"t"%& p%rt"%&$ (92F)
%+ .a3 by "rt'e %+ h"h the repree&tat"e " ra"ed t% the
p.ae a&d the de/ree %+ the per%& repree&ted3 a&d a7'"re
the r"/ht h"h the .atter %'.d hae "+ he ere .""&/ %r "+ he ARTICLE =78$
"&her"ta&e he ha,re&%'&ed$
per%& 6ay
(928a)repree&t h"6 h%e
%'.d hae "&her"ted$ (924a)
ARTICLE =77$ He"r h% rep'd"ate the"r hare 6ay &%t
Insances :$ere $ere is ri/$ o# re.resenaion2
be repree&ted$ (929a)
1) Predeeae
2) I&apa"ty
• , re&%'&er 6ay repree&t b't he 6ay &%t
3) 5""&her"ta&e
be repree&ted
• , re&%'&er3 +%r 6%t"e %+ h" %&3 d%e %
• @he r"/ht %+ repree&tat"%& ta?e p.ae "& b%th %.'&tar".y$ H" at %+ rep'd"at"%& ta?e aay h"
tetate a&d "&tetate 'e"%& r"/ht t% d"p%e %+ the pr%perty
• 5""&her"ta&e " %&.y "& tetate 'e"%& • I& ae %+ "&apa"ty %r d""&her"ta&e3
bea'e y%' hae t% hae a ".. h%eer3 the .% " "&%.'&tary$ @he h".dre& %+
the "&apa"tated %r d""&her"ted per%& h%'.d
• I& tetate 'e"%&3 repree&tat"%& %er
&%t be depr"ed %+ the r"/ht %+ repree&tat"%&$
%&.y the .e/"t"6e @hey h%'.d &%t '++er +%r ha"&/ a& '&%rthy
• I& .e/a. %r "&tetate 'e"%&3 the r"/ht %+ pare&t
repree&tat"%&3 he& pr%per3 %er , that the
per%& be"&/ repree&ted %'.d hae "&her"ted SECTION -
• @he r"/ht %+ repree&tat"%& %er &%t %&.y the Or%er o# Inesae Succession
pr%pert"e b't a.% the tra&6""b.e r"/ht a&d SU"SECTION 1
%b."/at"%& 9escen%in/ 9irec Line
• I& ad%pt"%&3 the re.at"%&h"p that " reated "
%&.y betee& the ad%pter a&d the ad%ptee ARTICLE =7<! S'e"%& perta"&3 "& the +"rt p.ae3 t%
the dee&d"&/ d"ret ."&e$ (9=0)
• I+ the ad%pter d"e ahead %+ h" pare&t3 the
ad%ptee a&&%t repree&t the ad%pter
• 5ee&da&t are pre+erred
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 46/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• @he &earer e.'de the +arther ha.. /% t% the pater&a. a&d the %ther ha.+ t% the 6ater&a.
• C%6p'.%ry he"r3 "th the .e/"t"6ate ae&da&t$ I& eah ."&e the d"""%& ha.. be 6ade per
ap"ta$ (9=F)
dee&da&t3 are %&'rre&t "&tetate he"r
SU"SECTION 0
ARTICLE =7=! e/"t"6ate h".dre& a&d the"r dee&da&t Ille/iiae C$il%ren
'eed the pare&t a&d %ther ae&da&t3 "th%'t d"t"&t"%&
a t% e %r a/e3 a&d ee& "+ they h%'.d %6e +r%6 d"++ere&t
6arr"a/e$ ARTICLE =<<! theI&"..e/"t"6ate
%r ae&da&t3 the abe&e %+ .e/"t"6ate
h".dre& dee&da&t
ha.. 'eed t% the
,& ad%pted h".d 'eed t% the pr%perty %+ the ad%pt"&/ e&t"re etate %+ the deeaed$ (9=9a)
pare&t "& the a6e 6a&&er a a .e/"t"6ate h".d$ (9=;a)
ARTICLE =<=! I+3 t%/ether "th "..e/"t"6ate h".dre&3
ARTICLE =<?! @he h".dre& %+ the deeaed ha.. a.ay there h%'.d 'r"e dee&da&t %+ a&%ther "..e/"t"6ate
"&her"t +r%6 h"6 "& the"r %& r"/ht3 d""d"&/ the "&her"ta&e "& h".d h% " dead3 the +%r6er ha.. 'eed "& the"r %&
e7'a. hare$ (9=2) r"/ht a&d the .atter by r"/ht %+ repree&tat"%&$ (940a)
• @h" " tr'e ee& "+ the h".dre& %6e +r%6 • 5ee&da&t "& th" art".e re+er t%
d"++ere&t 6arr"a/e3 +%r a+ter a..3 the dead pare&t " .e/"t"6ate a&d "..e/"t"6ate dee&da&t3 "&e the
the %66%& pare&t .a d%e &%t d"t"&/'"h
• @he /ra&dh".dre& "&her"t by r"/ht %+
ARTICLE =<1! Sh%'.d h".dre& %+ the deeaed a&d repree&tat"%& "& %rder &%t t% pre'd"e the
dee&da&t %+ %ther h".dre& h% are dead3 'r"e3 the h".dre& .e+t
+%r6er ha.. "&her"t
repree&tat"%&$ "& the"r %& r"/ht3 a&d the .atter by r"/ht %+
(9=4a)
ARTICLE ==?! @he hered"tary r"/ht /ra&ted by the t%
preed"&/ art".e t% "..e/"t"6ate h".dre& ha.. be
ARTICLE =<-! @he /ra&dh".dre& a&d %ther dee&da&t tra&6"tted 'p%& the"r death t% the"r dee&da&t3 h% ha..
ha.. "&her"t by r"/ht %+ repree&tat"%&3 a&d "+ a&y %&e %+ the6 "&her"t by r"/ht %+ repree&tat"%& +r%6 the"r deeaed
h%'.d hae d"ed3 .ea"&/ eera. he"r3 the p%rt"%& perta"&"&/ /ra&dpare&t$ (94;a)
t% h"6 ha.. be d""ded a6%&/ the .atter "& e7'a. p%rt"%&$
(9==)
• ,%rd"&/ t% Para3 "t " be."eed that ,rt".e
989 a&d 990 app.y &%t %&.y t% predeeae b't
• Whe& the h".dre& are , dead3 the
a.% t% "&apa"ty a&d d""&her"ta&e
/ra&dh".dre& "&her"t by r"/ht %+ repree&tat"%&3
pr%"ded that repree&tat"%& " pr%per • I& rep'd"at"%&3 there " &% r"/ht %+
repree&tat"%&
• Whe& , the h".dre& rep'd"ate3 there " &%
r"/ht %+ repree&tat"%& a&d there+%re the
ARTICLE ==1! I+ .e/"t"6ate ae&da&t are .e+t3 the
/ra&dh".dre& "&her"t "& he"r %& r"/ht3 per ap"ta
"..e/"t"6ate h".dre& ha.. d""de the "&her"ta&e "th the63
a&d "& e7'a. p%rt"%& ta?"&/ %&e-ha.+ %+ the etate3 hateer be the &'6ber %+ the
ae&da&t %r %+ the "..e/"t"6ate h".dre&$ (9423 84;a)
ARTICLE =<0! I+ "..e/"t"6ate h".dre& 'r"e "th
.e/"t"6ate h".dre&3 the hare %+ the +%r6er ha.. be "& the
pr%p%rt"%& prer"bed by art".e 89$ (&) • I+ "..e/"t"6ate h".dre& 'r"e "th .e/"t"6ate
ae&da&t3 the har"&/ %'.d be %&e-ha.+
• @he hare %+ the "..e/"t"6ate h".dre& are t% be • Whe& there are "..e/"t"6ate h".dre& a&d &%
ta?e& %&.y +r%6 the ha.+3 h"h " the +ree p%rt"%& .e/"t"6ate h".dre&3 the .e/"t"6ate ae&da&t
"&her"t ha.+ "& "&tetate 'e"%&
ARTICLE =<! I& ae %+ the death %+ a& ad%pted h".d3 • Whe& there are .e/"t"6ate h".dre&3
.ea"&/ &% h".dre& %r dee&da&t3 h" pare&t a&d re.at"e .e/"t"6ate ae&da&t are e.'ded
by %&a&/'"&"ty a&d &%t by ad%pt"%&3 ha.. be h" .e/a. he"r$
• ,.th%'/h "..e/"t"6ate h".dre& are p.aed = rd "&
(&)
the %rder %+ "&tetate 'e"%&3 the pree&e %+
the .e/"t"6ate dee&da&t a&d ae&da&t d%e
• @he ad%pted h".d ha.. be%6e the .e/a. he"r %+
h" ad%pt"e pare&t a&d ha.. a.% re6a"& the .e/a. &%t e.'de the6$ @hey are %&'rr"&/ "&tetate
he"r$
he"r %+ h" &at'ra. pare&t
• I& ae %+ the death %+ the ad%pted h".d3 h" DENER, RUE +%r a.. ae %+ P,R@I, IN@ES@,CY:
pare&t a&d re.at"e by &at're3 a&d &%t by Char/e the .e/a"e t% the "&tetate hare %+
ad%pt"%&3 ha.. be h" .e/a. he"r th%e /"e& by .a %& "&tetate 'e"%& 6%re tha&
the"r repet"e .e/"t"6e3 "th%'t "6pa"r"&/ a"d
SU"SECTION - .e/"t"6e$ #%re%er3 the har/"&/ 6't be
Ascen%in/ 9irec Line pr%p%rt"%&ate t% the a6%'&t "& the "&tetate hare
%er a&d ab%e that /"e& by .a a .e/"t"6e$
ARTICLE =<! I& de+a'.t %+ .e/"t"6ate h".dre& a&d
dee&da&t %+ the deeaed3 h" pare&t a&d ae&da&t ARTICLE ==-$ ,& "..e/"t"6ate h".d ha &% r"/ht t% "&her"t
ha.. "&her"t +r%6 h"63 t% the e.'"%& %+ %..atera. re.at"e$ ab "&tetat% +r%6 the .e/"t"6ate h".dre& a&d re.at"e %+ h"
(9=a) +ather %r 6%ther1 &%r ha.. 'h h".dre& %r re.at"e "&her"t
"& the a6e 6a&&er +r%6 the "..e/"t"6ate h".d$ (94=a)
•
Pare&t a&d ae&da&t re+erred t% "& th"
art".e h%'.d be .e/"t"6ate • ,rt".e 992 " the Princi.le o# A4solue
Se.araion "th the .e/"t"6ate +a6".y a&d the
ARTICLE =<8! @he +ather a&d 6%ther3 "+ .""&/3 ha.. "&her"t "..e/"t"6ate +a6".y$ @here " Re"pr%a.
"& e7'a. hare$ pr%h"b"t"%&$ @h" " pr%h"b"t"%& " a.% a..ed the
Sh%'.d %&e %&.y %+ the6 'r"e3 he %r he ha.. 'eed
IRON@CLA9 "ARRIER$
t% the e&t"re etate %+ the h".d$ (9=B)
• I+ the per%& t% be repree&ted " a&
ARTICLE =<7! I& de+a'.t %+ the +ather a&d 6%ther3 the
IEDI@I#,@E3 he a& be repree&ted by h"
ae&da&t &earet "& de/ree ha.. "&her"t$ .e/"t"6ate a&d "..e/"t"6ate h".dre&
Sh%'.d there be 6%re tha& %&e %+ e7'a. de/ree be.%&/"&/ • I+ the per%& t% repree&ted " a EDI@I#,@E
t% the a6e ."&e they ha.. d""de the "&her"ta&e per ap"ta1 h".d3 he a& %&.y be repree&ted by h" %&
h%'.d they be %+ d"++ere&t ."&e b't %+ e7'a. de/ree3 %&e-ha.+ .e/"t"6ate h".dre&
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 47/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
5. r%ther * "ter 'bet t% ,rt".e 992$
Aricles =?-( =<= & Aricle ==- (I..e/"t"6ate br%ther * "ter a&&%t "&her"t
==- +r%6 h"6)
De&era. R'.e: @hee Eept"%&: Ee& "+
pea? %+ the 'e"%&a. "..e/"t"6ate h".dre& hae
6. Nephe * &"ee 'bet t% ,rt".e 9921
r"/ht %+ "..e/"t"6ate the r"/ht t% 'eed +r%6 7. C%..atera. re.at"e 'p t% the th de/ree
h".dre& h"h r"/ht are the"r pare&t they a&&%t 'bet t% ,rt".e 992
tra&6"tted t% the"r "&her"t +r%6 the 8$ @he State$
dee&da&t 'p%& the"r RE,@IVE %+ the"r
death hether .e/"t"6ate pare&t$ • e/"t"6ate h".dre& e.'de the pare&t3
%r "..e/"t"6ate$ br%ther * "ter3 &ephe * &"ee a&d %ther
%..atera. re.at"e
Ta4le o# Inesae S$ares2
• e/"t"6ate h".dre& %&'r "th the p%'e
I..e/"t"6ate Ch".dre& < I..e/"t"6ate Ch".d a.%&e < • I..e/"t"6ate h".dre& %&'r "th the p%'e
S'r""&/ Sp%'e < , • I..e/"t"6ate e.'de br%ther * "ter3
I..e/"t"6ate Ch".dre& < e/"t"6ate Pare&t ,.%&e &ephe * &"ee %+ the deeaed
S'r""&/ p%'e < < ,.. • Pare&t a.% e.'de the br%ther * "ter3
e/"t"6ate Pare&t < &ephe * &"ee a&d %ther %..atera. re.at"e
I..e/"t"6ate Ch".dre& - I..e/"t"6ate Pare&t ,.%&e • Pare&t %&'r "th the 'r""&/ p%'e
e/"t"6ate Pare&t < < ,.. • S'r""&/ p%'e %&'r "th the br%ther *
e/"t"6ateSp%'e
S'r""&/ Pare&t< < S'r""&/ Sp%'e ,.%&e -
,.. "ter %r &ephe * &"ee %+ the deeaed
I..e/"t"6ate Pare&t < e/"t"6ate Ch".d ,.%&e < SU"SECTION
S'r""&/ Sp%'e < ,.. Survivin/ S.ouse
S'r""&/ p%'e < ; e/"t"6ate Ch".d <
r%ther * &"ee3 S'r""&/ p%'e < ARTICLE ==$ I& the abe&e %+ .e/"t"6ate dee&da&t
&ephe * &"ee < a&d ae&da&t3 a&d "..e/"t"6ate h".dre& a&d the"r
2 %r 6%re .e/"t"6ate h".d dee&da&t3 hether .e/"t"6ate %r "..e/"t"6ate3 the
'r""&/ p%'e ha.. "&her"t the e&t"re etate3 "th%'t
) pre'd"e t% the r"/ht %+ br%ther a&d "ter3 &ephe a&d
S'r""&/ p%'e ) &"ee3 h%'.d there be a&y3 '&der ,rt".e ;00;$ (94Ba)
C%
&"der p%'e a ; ARTICLE ==8! I+ a "d% %r "d%er a&d .e/"t"6ate
.e/"t"6ate h".d a&d h".dre& %r dee&da&t are .e+t3 the 'r""&/ p%'e ha "&
d""de etate by t%ta. the 'e"%& the a6e hare a that %+ eah %+ the
&'6ber h".dre&$ (8=4a)
ARTICLE ==0! I+ a& "..e/"t"6ate h".d h%'.d d"e "th%'t • ,rt".e 99B pea? %+ Lh".dre&M3 a&d d%e &%t
"'e3 e"ther .e/"t"6ate %r "..e/"t"6ate3 h" +ather %r 6%ther epre.y pr%"de +%r a ae he& there " %&.y
ha.. 'eed t% h" e&t"re etate1 a&d "+ the h".dK +"."at"%& " %&e .e/"t"6ate h".d3 '&."?e "& the ae %+ the
d'.y pr%ed a t% b%th pare&t3 h% are b%th .""&/3 they ha..
.e/"t"6e
"&her"t +r%6 h"6 hare a&d hare a."?e$ (944a)
• I+ there " %&.y %&e .e/"t"6ate h".d %&'rr"&/
"th the 'r""&/ p%'e a&d there are &% %ther
ARTICLE ==! I& de+a'.t %+ the +ather %r 6%ther3 a&
re.at"e3 b%th ".. /et e7'a. "&tetate hare3 "&
"..e/"t"6ate h".d ha.. be 'eeded by h" %r her 'r""&/
p%'e3 h% ha.. be e&t"t.ed t% the e&t"re etate$ a%rda&e "th the .ear "&te&t %+ the .a t%
I+ the "d% %r "d%er h%'.d 'r"e "th br%ther a&d %&"der the p%'e a a h".d
"ter3 &ephe a&d &"ee3 he %r he ha.. "&her"t %&e-ha.+ %+
the etate3 a&d the .atter the %ther ha.+$ (94a) ARTICLE ==7! Whe& the "d% %r "d%er 'r"e "th
.e/"t"6ate pare&t %r ae&da&t3 the 'r""&/ p%'e ha..
Heirs o# $e ILLEGITI,ATE CHIL92 be e&t"t.ed t% %&e-ha.+ %+ the etate3 a&d the .e/"t"6ate
1. e/"t"6ate h".dre& a&d %ther .e/"t"6ate pare&t %r ae&da&t t% the %ther ha.+$ (8=Ba)
dee&da&t ARTICLE ==<! I+ a "d% %r "d%er 'r"e "th
2$ I..e/"t"6ate h".dre& a&d %ther dee&da&t "..e/"t"6ate h".dre&3 'h "d% %r "d%er ha.. be
=$ I..e/"t"6ate pare&t1 ( N: ,& "..e/"t"6ate h".d e&t"t.ed t% %&e-ha.+ %+ the "&her"ta&e3 a&d the "..e/"t"6ate
ha &% .e/"t"6ate ae&da&t) h".dre& %r the"r dee&da&t3 hether .e/"t"6ate %r
4$ S'r""&/ p%'e "..e/"t"6ate3 t% the %ther ha.+$ (&)
$ I..e/"t"6ate br%ther a&d "ter 'bet t%
art".e 9921 ARTICLE ===! Whe& the "d% %r "d%er 'r"e "th
B$ Nephe * &"ee 'bet t% r'.e "& art".e 992 .e/"t"6ate h".dre& %r the"r dee&da&t a&d "..e/"t"6ate
(bea'e &ephe * &"ee h% are .e/"t"6ate h".dre& %r the"r dee&da&t3 hether .e/"t"6ate %r
a&&%t "&her"t +r%6 the "..e/"t"6ate h".d$) "..e/"t"6ate3 'h "d% %r "d%er ha.. be e&t"t.ed t% the
a6e hare a that %+ a .e/"t"6ate h".d$ (&)
7. Other %..atera. re.at"e 'p t% the th "".
de/ree %+ %&a&/'"&"ty ARTICLE 1???! I+ .e/"t"6ate ae&da&t3 the 'r""&/
8$ @he State p%'e3 a&d "..e/"t"6ate h".dre& are .e+t3 the ae&da&t
ha.. be e&t"t.ed t% %&e-ha.+ %+ the "&her"ta&e3 a&d the %ther
ha.+ ha.. be d""ded betee& the 'r""&/ p%'e a&d the
Heirs o# $e LEGITI,ATE CHIL92 "..e/"t"6ate h".dre& % that 'h "d% %r "d%er ha..
hae %&e-+%'rth %+ the etate3 a&d the "..e/"t"6ate h".dre&
1. e/"t"6ate h".dre& a&d he"r .e/"t"6ate the %ther +%'rth$ (84;a)
dee&da&t
2$ e/"t"6ate pare&t a&d %ther .e/"t"6ate
ARTICLE 1??1! Sh%'.d br%ther a&d "ter %r the"r
ae&da&t h".dre& 'r"e "th the "d% %r "d%er3 the .atter ha..
3. I..e/"t"6ate h".dre& a&d the"r dee&da&t be e&t"t.ed t% %&e-ha.+ %+ the "&her"ta&e a&d the br%ther
a&d "ter %r the"r h".dre& t% the %ther ha.+$ (9=3 8=Fa)
4. S'r""&/ p%'e3 "th%'t pre'd"e t% the
r"/ht %+ br%ther * "ter3 &ephe * &"ee
h%'.d there be a&y
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 48/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• r%ther a&d "ter d% &%t %&'r "th
re%/&"!ed "..e/"t"6ate h".dre& %+ the deeaed$ I& ARTICLE 1??7$ I& ae br%ther a&d "ter %+ the ha.+
+at3 the +%r6er are e.'ded by the .atter$ b.%%d3 %6e %& the +atherK a&d %6e %& the 6%therK "de3
are the %&.y 'r"%r3 a.. ha.. "&her"t "& e7'a. hare
"th%'t d"t"&t"%& a t% the %r"/"& %+ the pr%perty$ (90)
ARTICLE 1??-! I& ae %+ a .e/a. eparat"%&3 "+ the 'r""&/
p%'e /ae a'e +%r the eparat"%&3 he %r he ha.. &%t hae
a&y %+ the r"/ht /ra&ted "& the preed"&/ art".e$ (&) ARTICLE 1??<$ Ch".dre& %+ br%ther a&d "ter %+ the ha.+
b.%%d ha.. 'eed per ap"ta %r per t"rpe3 "& a%rda&e
"th the r'.e .a"d d%& +%r br%ther a&d "ter %+ the +'..
Rules #or SURVIVING SPOUSE2 b.%%d$ (9;)
@he deede&t a&d the 'r""&/ p%'e 6't be
.e/a..y 6arr"ed$ ARTICLE 1??=! Sh%'.d there be &e"ther br%ther &%r
@he 'r""&/ p%'e 6't &%t be the /'".ty "ter3 &%r h".dre& %+ br%ther %r "ter3 the %ther
party he& there " .e/a. eparat"%&$ %..atera. re.at"e ha.. 'eed t% the etate$
@he .atter ha.. 'eed "th%'t d"t"&t"%& %+ ."&e %r
@here 6't be a deree %+ .e/a. eparat"%&$ I+ pre+ere&e a6%&/ the6 by rea%& %+ re.at"%&h"p by the
there " &% deree3 he " &%t d"7'a."+"ed b't h%.e b.%%d$ (94a)
he a& be d""&her"ted$
I+ there " a re%&"."at"%& betee& the • I+ the deeaed " 'r"ed by h".dre& %+ a
'r""&/ p%'e a&d the deede&t pr"%r t% the predeeaed +'.. b.%%d "ter3 a&d by h".dre& %+ a
death %+ the deede&t3 ee& "+ there " a deree predeeaed ha.+ b.%%d br%ther3 eah %+ the +"rt
%+ .e/a. eparat"%&3 the 'r""&/ p%'e " &% /r%'p /et t"e the hare %+ eah %+ the e%&d
7'a."+"ed$ /r%'p
I& "&tetate 'e"%& there " &% "6".ar r'.e • @he abe&e %+ br%ther3 "ter3 &ephe3
%& death "& articulo mortis. a&d &"ee %+ the deede&t " a pre%&d"t"%& %+
the %ther %..atera.
I+ there " a 'r""&/ p%'e "th ; .e/"t"6ate
h".d a&d ; "..e/"t"6ate h".d3 there " &% 'h
ARTICLE 1?1?! @he r"/ht t% "&her"t ab "&tetat% ha.. &%t
pr%""%& "& "&tetate 'e"%& app."ab.e "& ete&d bey%&d the +"+th de/ree %+ re.at"%&h"p "& the
th" ae$ @he r'.e "3 /"e t% the .e/"t"6ate %..atera. ."&e$ (9a)
h".d the& the "..e/"t"6ate h".d /et %+ the
hare %+ the .e/"t"6ate h".d (a6e a tetate
'e"%&)$ @he p%'e /et the re6a"&der • @he collaeral relaives are the br%ther3
(h"h " ) bea'e "& tetate 'e"%& the "ter3 &ephe a&d &"ee3 a&d the '&.e a&d
p%'e /et $ a'&t a&d %'"&$
I+ there " part"a. "&tetay3 y%' har/e the Rules #or COLLATERAL RELATIVES2
.e/ayGde"e t% the hare %+ %&e /et 6%re by
"&tetay tha& by tetay$ I& tetate3 the hare @he &earer
+arther 'bet re.at"e
t% the r"/ht e.'de the
%+ repree&tat"%&
%+ the p%'e %&'rr"&/ "th the pare&t " 3
h".e "& "&tetay $ , .%&/ a the .e/"t"6e %+ he& pr%per$
the 'r""&/ p%'e " &%t "6pa"red$ I+ they are a.. "& the a6e de/ree3
th%e h% are "& d"ret ."&e are pre+erred %er
SU"SECTION th%e h% are "& the %..atera. ."&e
Collaeral Relaives I+ b%th are "& the d"ret ."&e3 th%e
h% are "& the dee&d"&/ ."&e are +a%red %er
ARTICLE 1??0! I+ there are &% dee&da&t3 ae&da&t3 th%e h% are "& the ae&d"&/ ."&e$ @hat "
"..e/"t"6ate h".dre&3 %r a 'r""&/ p%'e3 the %..atera. hy the dee&da&t e.'de the pare&t %r
re.at"e ha.. 'eed t% the e&t"re etate %+ the deeaed "& ae&da&t$
a%rda&e "th the +%..%"&/ art".e$ (94Ba)
I+ b%th are "& the %..atera. a&d the
a6e de/ree3 th%e h% are "& the dee&d"&/
• @he %..atera. re+erred t% "& th" art".e are are +a%red %er th%e "& the ae&d"&/$ @hat
"&tetate3 b't &%t %6p'.%ry he"r
• ,6%&/ a"d %..atera.3 the &earer e.'de the "
thehy the *
'&.e &ephe
a'&t$ * &"ee are +a%red %er
+arther ,.. %+ the br%ther * "ter %& the +'..
• C%..atera. a&&%t "&her"t "& the pree&e %+ b.%%d ".. "&her"t "& e7'a. hare$
dee&da&t @h%e h% are "& the ha.+ b.%%d3 a
.%&/ a 6arr"ed3 &%t "..e/"t"6ate3 e&t"t.ed t%
ARTICLE 1??! Sh%'.d the %&.y 'r"%r be br%ther a&d %+ the hare %+ the +'.. b.%%d$
"ter %+ the +'.. b.%%d3 they ha.. "&her"t "& e7'a. hare$
(94F) W"th repet t% the he"r "& the
%..atera. ."&e3 the r"/ht %+ repree&tat"%&
ARTICLE 1??$ Sh%'.d br%ther a&d "ter 'r"e t%/ether
ete&d %&.y t% the &ephe * &"ee (h".dre&
"th &ephe a&d &"ee3 h% are the h".dre& %+ the %+ br%ther * "ter)$
dee&da&tK br%ther a&d "ter %+ the +'.. b.%%d3 the +%r6er Dra&d&ephe * &"ee a&d the
ha.. "&her"t per ap"ta3 a&d the .atter per t"rpe$ (948) /reat /ra&d&ephe * &"ee a& &% .%&/er
repree&t$
•
,.th%'/ha&d
a deede&t3 "t " the"r
a +ath".dre&3
that br%ther a&d "ter
are %..atera. %+
he"r3 etee& '&.e * a'&t "--" the
&ephe * &"ee3 the &ephe * &"ee are
they are &%t /"e& a&y hare "& the "&her"ta&e "+
pre+erred
there " a ".. "&t"t't"&/ the "d% a the %.e he"r
%+ the etate
ARTICLE 1??8! Sh%'.d br%ther a&d "ter %+ the +'.. b.%%d
'r"e t%/ether "th br%ther a&d "ter %+ the ha.+ b.%%d3
SU"SECTION 8
the +%r6er ha.. be e&t"t.ed t% a hare d%'b.e that %+ the .atter$ T$e Sae
(949)
ARTICLE 1?11! I& de+a'.t %+ per%& e&t"t.ed t% 'eed "&
a%rda&e "th the pr%""%& %+ the preed"&/ Set"%&3
• @he re.at"e %+ the +'.. b.%%d d%e &%t e.'de the State ha.. "&her"t the h%.e etate$ (9Ba)
the re.at"e %+ the ha.+-b.%%d
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 49/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
;$ @here " %&.y %&e "&her"ta&e3 de"e %r
ARTICLE 1?1-$ I& %rder that the State 6ay ta?e p%e"%& .e/ay ('&"ty %+ %bet)1
%+ the pr%perty 6e&t"%&ed "& the preed"&/ art".e3 the 2. P.'ra."ty %+ 'bet < there 6't be at .eat 2
pert"&e&t pr%""%& %+ the R'.e %+ C%'rt 6't be %bered$
(98a)
%r 6%re he"r3 de"ee %+ .e/atee "&t"t'ted$
=$ @here " a aa&t p%rt"%& < 6ea&"&/3 %&e %+
the he"r3 de"e3 .e/atee "&t"t'ted a&&%t
• R'.e 9; (Eheat) %+ the R'.e %+ C%'rt ha..
'eed$
be %bered 4. ,epta&e %+ the p%rt"%& ar'"&/ by the
ARTICLE 1?10! ,+ter the pay6e&t %+ debt a&d har/e3 the per%& e&t"t.ed$ (I+ there " &% aepta&e the
per%&a. pr%perty ha.. be a"/&ed t% the 6'&""pa."ty %r "ty hare ".. /% by ay %+ "&tetay$)
here the deeaed .at re"ded "& the Ph"."pp"&e3 a&d the
rea. etate t% the 6'&""pa."t"e %r "t"e3 repet"e.y3 "&
h"h the a6e " "t'ated$ • @here " uni' o# o4ec he& t% %r 6%re
I+ the deeaed &eer re"ded "& the Ph"."pp"&e3 the h%.e per%& are a..ed t% the a6e "&her"ta&e$ @he
etate ha.. be a"/&ed t% the repet"e 6'&""pa."t"e %r pr%perty " &%t d""ded a&d the he"r3 de"ee %r
"t"e here the a6e " .%ated$ .e/atee are a..ed t% the e&t"re etate pro
S'h etate ha.. be +%r the be&e+"t %+ p'b." h%%.3 a&d indiviso
p'b." har"tab.e "&t"t't"%& a&d e&ter3 "& 'h • I+ there " a.ready a pe"+"at"%& ( &%rth
6'&""pa."t"e %r "t"e$ @he %'rt ha.. d"tr"b'te the etate a
p%rt"%&3 %'th p%rt"%&)3 aret"%& " &%t pr%per
the repet"e &eed %+ eah be&e+""ary 6ay arra&t$
@he %'rt3 at the "&ta&e %+ a& "&tereted party3 %r %& "t • W"th repet t% 6%&ey %r +'&/"b.e /%%d3 a
%& 6%t"%&3 6ay %rder the etab."h6e&t %+ a per6a&e&t .%&/ a the hare %+ de"ee3 .e/atee %r he"r "
tr't3 % that %&.y the "&%6e +r%6 the pr%perty ha.. be 'ed$
(9Ba) &%t ear6ar?ed3 there " t".. '&"ty %+ %bet
ARTICLE 1?18$ I& %rder that the r"/ht %+ aret"%& 6ay
• Wh".e the State at'a..y "&her"t3 t".. ta?e p.ae "& a teta6e&tary 'e"%&3 "t ha.. be
a"/&6e&t %+ the pr%pert"e t% the pr%per &eeary:
6'&""pa."t"e 6't be 6ade (;) @hat t% %r 6%re per%& be a..ed t% the a6e
• @he .a 6a?e a d"t"&t"%& a t% hether %r "&her"ta&e3 %r t% the a6e p%rt"%& there%+3 pr% "&d""%1
&%t the deeaed re"ded "& the Ph"."pp"&e a&d
(2) @hat %&e %+ the per%& th' a..ed d"e be+%re the
tetat%r3 %r re&%'&e the "&her"ta&e3 %r be
ARTICLE 1?1! I+ a per%& .e/a..y e&t"t.ed t% the etate %+ "&apa"tated t% ree"e "t$ (982a)
the deeaed appear a&d +".e a .a"6 theret% "th the %'rt
"th"& +"e year +r%6 the date the pr%perty a de."ered t%
the State3 'h per%& ha.. be e&t"t.ed t% the p%e"%& %+ ARTICLE 1?17! @he %rd A%&e-ha.+ +%r eahA %r A"& e7'a.
the a6e3 %r "+ %.d3 the 6'&""pa."ty %r "ty ha.. be hareA %r a&y %ther h"h3 th%'/h de"/&at"&/ a& a."7'%t
a%'&tab.e t% h"6 +%r 'h part %+ the pr%eed a 6ay &%t part3 d% &%t "de&t"+y "t by 'h der"pt"%& a ha.. 6a?e
hae bee& .a+'..y pe&t$ (&) eah he"r the e.'"e %&er %+ deter6"&ate pr%perty3 ha..
&%t e.'de the r"/ht %+ aret"%&$
I& ae %+ 6%&ey %r +'&/"b.e /%%d3 "+ the hare %+ eah
• I& the abe&e %+ , th%e "& the d"ret ."&e he"r " &%t ear6ar?ed3 there ha.. be a r"/ht %+ aret"%&$
a&d , th%e "th"& the th de/ree "& the %..atera. (98=a)
."&e3 the State 'eed
In esaenar' succession( accreion is .ro.er
• CA9UCIAR> RIGHT " the r"/ht %+ the tate t%
i# $e vacanc' is cause% i# one o# $e $eirs2
'eed
;$ Predeeaed
• , .a"6 6't be +".ed "th"& year +r%6 the
2$ I&apa"tated1
date the pr%perty a de."ered t% the State
=$ Rep'd"ate the "&her"ta&e
4$ I+ the 'pe&"e %&d"t"%& " &%t +'.+"..ed
CHAPTER
$ >a".'re t% "de&t"+y %&e part"'.ar he"r
Provisions Coon o Tesae an% Inesae
Successions
ARTICLE 1?1<! I& .e/a. 'e"%& the hare %+ the per%&
SECTION 1 h% rep'd"ate the "&her"ta&e ha.. a.ay ar'e t% h"
Ri/$ o# Accreion %-he"r$ (98;)
ARTICLE 1?1! Accreion " a r"/ht by "rt'e %+ h"h3 he&
• @h" treat %+ aret"%& "& "&tetay
t% %r 6%re per%& are a..ed t% the a6e "&her"ta&e3
de"e %r .e/ay3 the part a"/&ed t% the %&e h% re&%'&e • O&e h% re&%'&e a&&%t repree&ted
%r a&&%t ree"e h" hare3 %r h% d"ed be+%re the tetat%r3 "
added %r "&%rp%rated t% that %+ h" %-he"r3 %-de"ee3 %r ARTICLE 1?1=! @he he"r t% h%6 the p%rt"%& /%e by the
%-.e/atee$ (&) r"/ht %+ aret"%& ta?e "t "& the a6e pr%p%rt"%& that they
"&her"t$ (&)
• ,ret"%& " baed %& the pre'6ed ".. %+ the
tetat%r that he pre+er t% /"e erta"& pr%pert"e t% • I& "&tetate 'e"%&3 aret"%& " pr%per "+
erta"& "&d""d'a. rather tha& that the pr%perty the aa&y " a'ed by rep'd"at"%& %r
ha.. /% by ay %+ "&tetay "&apa"ty ('bet t% the r"/ht %+ repree&tat"%&)
• ,ret"%& " pr%per "& b%th tetate a&d "&tetate • @here " &% aret"%& "& "&tetate 'e"%&
'e"%& "+ the aa&y " a'ed by d""&her"ta&e
• I& tetate 'e"%&3 "t " pr%per %&.y "th
repet t% the +ree p%rt"%& ARTICLE 1?-?! @he he"r t% h%6 the "&her"ta&e ar'e
• I& "&tetate 'e"%&3 "t " pr%per "th the ha.. 'eed t% a.. the r"/ht a&d %b."/at"%& h"h the he"r
h% re&%'&ed %r %'.d &%t ree"e "t %'.d hae had$
e&t"re p%rt"%&
(984)
• @h" " the a6e "& 'btat"%&$ @he r"/ht a&d
%b."/at"%& ha.. pa t% the %ther t% h%6 the
hare ".. ar'e
ECEP@IONS:
Reuisies o# Accreion2
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 50/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
1. I+ the tetat%r epre.y pr%"de that the %ther ARTICLE 1?-8! , teta6e&tary d"p%"t"%& 6ay be 6ade
he"r ".. &%t be 'bet t% the a6e r"/ht a&d t% the State3 pr%"&e3 6'&""pa. %rp%rat"%&3 pr"ate
%rp%rat"%&3 %r/a&"!at"%&3 %r a%"at"%& +%r re."/"%'3
%b."/at"%& "e&t"+"3 '.t'ra.3 ed'at"%&a.3 %r har"tab.e p'rp%e$
2. I+ the r"/ht a&d %b."/at"%& are per%&a. t% the ,.. %ther %rp%rat"%& %r e&t"t"e 6ay 'eed '&der a
he"r h%e p%rt"%& be%6e aa&t "..3 '&.e there " a pr%""%& t% the %&trary "& the"r
harter %r the .a %+ the"r reat"%&3 a&d a.ay 'bet t%
the a6e$ (F4Ba)
ARTICLE 1?-1! ,6%&/ the %6p'.%ry he"r the r"/ht %+
aret"%& ha.. ta?e p.ae %&.y he& the +ree p%rt"%& " .e+t t%
t% %r 6%re %+ the63 %r t% a&y %&e %+ the6 a&d t% a tra&/er$ • 'r"d"a. per%& "&her"t %&.y by WI
Sh%'.d the part rep'd"ated be the .e/"t"6e3 the %ther %-
he"r ha.. 'eed t% "t "& the"r %& r"/ht3 a&d &%t by the r"/ht • U&der art".e ;02B3 %6e %+ thee e&t"t"e are
%+ aret"%&$ (98) &%t 'r"d"a. per%&$ 'r"d"a. per%&a."ty "
a7'"red he& "t " re/"tered$
• @here a& be &% aret"%& "&%+ar a the • ,rt".e ;02B /ra&t apa"ty t% 'eed ee&
.e/"t"6e " %&er&ed t% &%&-'r"d"a. per%&
• ,ret"%&3 "+ "t ta?e p.ae3 %&er& %&.y the • @he S@,@E "&her"t by ".. %r by "&tetay by
+ree p%rt"%& "rt'e %+ "t ad'"ary r"/ht
ARTICLE 1?--! I& teta6e&tary 'e"%&3 he& the r"/ht
%+ aret"%& d%e &%t ta?e p.ae3 the aa&t p%rt"%& %+ the
"&t"t'ted he"r3 "+ &% 'bt"t'te ha bee& de"/&ated3 ha..
ARTICLE 1?-7! @he +%..%"&/ are inca.a4le o#
pa t% the .e/a. he"r %+ the tetat%r3 h% ha.. ree"e "t "th
the a6e har/e a&d %b."/at"%&$ (98B) succee%in/:
(;) @he pr"et h% heard the %&+e"%& %+ the tetat%r
d'r"&/ h" .at "..&e3 %r the 6"&"ter %+ the /%pe. h%
• @h" "..'trate the %rder %+ pre+ere&e (ISRAI) ete&ded p"r"t'a. a"d t% h"6 d'r"&/ the a6e per"%d1
(2) @he re.at"e %+ 'h pr"et %r 6"&"ter %+ the /%pe.
"th"& the +%'rth de/ree3 the h'rh3 %rder3 hapter3
ARTICLE 1?-0! ,ret"%& ha.. a.% ta?e p.ae a6%&/ %66'&"ty3 %r/a&"!at"%&3 %r "&t"t't"%& t% h"h 'h
de"ee3 .e/atee a&d ''+r't'ar"e '&der the a6e pr"et %r 6"&"ter 6ay be.%&/1
%&d"t"%& etab."hed +%r he"r$ (98Fa) (=) , /'ard"a& "th repet t% teta6e&tary d"p%"t"%&
/"e& by a ard "& h" +a%r be+%re the +"&a. a%'&t
SECTION - %+ the /'ard"a&h"p hae bee& appr%ed3 ee& "+ the
Ca.aci' o Succee% 4' Will or 4' Inesac' tetat%r h%'.d d"e a+ter the appr%a. there%+1
&eerthe.e3 a&y pr%""%& 6ade by the ard "& +a%r
ARTICLE 1?-! Per%& &%t "&apa"tated by .a 6ay
%+ the /'ard"a& he& the .atter " h" ae&da&t3
dee&da&t3 br%ther3 "ter3 %r p%'e3 ha.. be a."d1
'eed by ".. %r ab "&tetat%$
@he pr%""%& re.at"&/ t% "&apa"ty by ".. are e7'a..y (4) ,&y attet"&/ "t&e t% the ee't"%& %+ a "..3 the
p%'e3 pare&t3 %r h".dre&3 %r a&y %&e .a"6"&/ '&der
app."ab.e t% "&tetate 'e"%&$ (F443 9;4) 'h "t&e3 p%'e3 pare&t3 %r h".dre&1
() ,&y phy""a&3 'r/e%&3 &'re3 hea.th %++"er %r dr'//"t
• CAPACIT> TO SUCCEE9 " the ab"."ty t% h% t%%? are %+ the tetat%r d'r"&/ h" .at "..&e1
"&her"t a&d reta"& pr%perty %bta"&ed 6%rt" a'a a
(B) I&d""d'a.3 a%"at"%& a&d %rp%rat"%& &%t per6"tted
• Capa"ty t% 'eed " /%er&ed by the .a %+ by .a t% "&her"t$ (F43 F23 F=3 F4a)
the &at"%& %+ the deede&t
1! Pries or ,iniser
"ar Juesion2 W$a aers are /overne% 4' $e
naional la: o# $e %ece%en t% a+e/'ard the r"/ht %+ the he"r h% 6ay
U&der ,rt".e ;: be de+ra'ded by the "&"ter a&d '&d'e
;$ @he %rder %+ 'e"%& "&+.'e&e h"h 6ay be eer"ed by %6e
2. @he a6%'&t %+ 'e"%&a. r"/ht pr"et a&d 6"&"ter %er a dy"&/ 6a&
@he ".. 6't be 6ade 5URIND @HE ,S@
3. @he "&tr"&" a."d"ty %+ the teta6e&tary INESS %+ the tetat%r
pr%""%&
4. @he apa"ty t% 'eed$ ,S@ INESS 6ea& the "..&e %+ h"h the
tetat%r d"e %r the "..&e h"h "66ed"ate.y
preeded the death %+ the tetat%r
ARTICLE 1?-! I& %rder t% be apa"tated t% "&her"t3 the
@he ".. 6't be 6ade ,>@ER the %&+e"%&
he"r3 de"ee %r .e/atee 6't be .""&/ at the 6%6e&t the
'e"%& %pe&3 eept "& ae %+ repree&tat"%&3 he& "t " @he pr"et 6't hear the %&+e"%&$ I+ he
pr%per$ 6ere.y ete&d p"r"t'a. a"d3 that " &%t
, h".d a.ready %&e"ed at the t"6e %+ the death %+ the %&"dered a %&+e"%&$ U@ "th repet
deede&t " apab.e %+ 'eed"&/ pr%"ded "t be b%r& .ater t% the 6"&"ter3 the /""&/ %+ p"r"t'a. a"d
'&der the %&d"t"%& prer"bed "& art".e 4;$ (&)
d"7'a."+"e the 6"&"ter$
It d%e &%t 6atter hether the "..&e " .%&/3
• Nat'ra. per%& 6't be .""&/ ,@ @HE @I#E ."&/er"&/ %r h%rt a .%&/ a there " /reat
that the 'e"%& %pe& %r ,@ @HE @I#E O> @HE p%"b"."ty %+ death
5E,@H
@he d"7'a."+"at"%& '&der th" para/raph
•
't the
%&e"ed %rd 4;)$
(,rt".e L.""&/M "&.'deh".d
, %&e"ed th%e at .eat
" dee6ed d%e &%t ete&d h"h
a&d d"p%"t"%& t% thed%.e/"t"6e3 "&tetay
&%t ete&d t% a
t% hae ."e +r%6 the 6%6e&t %+ the %6p.ete teta6e&tary be&e+"t
eparat"%& +r%6 6%ther %6b$ -! Relaives o# suc$ .ries or iniser :i$in
• 't "+ the h".d ha a& "&tra-'ter"&e ."+e ESS $e $ %e/ree( $e c$urc$( or/aniaion( ec!
@H,N F #ON@HS3 he h%'.d be %&"dered a."e "+ 0! Guar%ians
the h".d d%e &%t d"e WI@HIN 24 HOURS$ @h" re+er t% b%th t% /'ard"a& %er the
• I& repree&tat"%&3 the repree&tat"e 6't a.% pr%perty a&d /'ard"a& %+ the per%&
be .""&/ %r at .eat %&e"ed at the 6%6e&t the , .%&/ a the +"&a. a%'&t ha &%t bee&
'e"%& %pe& appr%ed3 the /'ard"a& " pr%h"b"ted +r%6
be"&/ a& he"r3 .e/ateeGde"ee %+ the tetat%r
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 51/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
What " "6p%rta&t " that at the t"6e %+ the B$ N% p.ae " pe"+"ed %r date " +"ed +%r the
6a?"&/ %+ the "..3 the +"&a. a%'&t hae &%t prayer
bee& appr%ed$ It d%e &%t 6atter that he " &%
.%&/er the /'ard"a& at the t"6e %+ death$ ARTICLE 1?0?! @eta6e&tary pr%""%& "& +a%r %+ the
p%%r "& /e&era.3 "th%'t de"/&at"%& %+ part"'.ar per%& %r
@he pr%h"b"t"%& %&.y app."e he& the %+ a&y %66'&"ty3 ha.. be dee6ed ."6"ted t% the p%%r
"&t"t't"%& " d'r"&/ the 'b"te&e %+ the .""&/ "& the d%6"".e %+ the tetat%r at the t"6e %+ h" death3
'&.e "t h%'.d .ear.y appear that h" "&te&t"%& a
/'ard"a&h"p
a%'&t pr"%r t% the appr%a. %+ the +"&a. %ther"e$
@he de"/&at"%& %+ the per%& h% are t% be
U&."?e the pr"et3 the re.at"e (p%'e3 %&"dered a p%%r a&d the d"tr"b't"%& %+ the pr%perty ha..
ae&da&t3 dee&da&t3 br%ther %r "ter) are be 6ade by the per%& app%"&ted by the tetat%r +%r the
&%t d"7'a."+"ed3 >%r the pr"et 'p t% the 4th p'rp%e1 "& de+a'.t %+ 'h per%&3 by the ee't%r3 a&d
de/ree they are d"7'a."+"ed$ h%'.d there be &% ee't%r3 by the 't"e %+ the peae3 the
6ay%r3 a&d the 6'&""pa. trea'rer3 h% ha.. de"de by a
! Aesin/ :inesses
6a%r"ty %+ %te a.. 7'et"%& that 6ay ar"e$ I& a.. thee
I+ y%' /"e a .e/ay %r de"e %&.y3 the .e/ay ae3 the appr%a. %+ the C%'rt %+ >"rt I&ta&e ha.. be
%r de"e " %"d b't the "t&e " t".. 7'a."+"ed &eeary$
@he preed"&/ para/raph ha.. app.y he& the tetat%r
't app.y"&/ ,rt".e 82=3 "+ there are = %ther ha d"p%ed %+ h" pr%perty "& +a%r %+ the p%%r %+ a de+"&"te
"t&ee h% are %6pete&t3 the& the "t&e .%a."ty$ (F49a)
t% h%6 the .e/ay %r de"e " /"e& "
apa"tated t% "&her"t
! P$'sicians( sur/eons( ec • @h" " %is.osiion in #avor o# $e .oor
@he ".. 6't be 6ade 5URIND the ,S@ • @h" re+er %&.y t% the p%%r .""&/ "& the
INESS a&d ,>@ER @HE C,RE had %66e&ed d%6"".e %+ the tetat%r at the t"6e %+ h" death3
@he d"7'a."+"at"%& d%e &%t app.y "+ the '&.e the tetat%r ha pr%"ded %ther"e
phy""a& %r &'re " a %6p'.%ry he"r • @he "&t"t't"%& " +%r the p%%r "& /e&era.$
8! In%ivi%uals( associaions an% cor.oraions no • Whe& the tetat%r ay a p%%r %+ a de+"&"te
.erie% 4' la: o in$eri .%a."ty3 the& the p%%r "& that p.ae$
• I&a&e per%& hae &% teta6e&tary
• ,rt".e ;02F t".. app."e ee& "+ "t " pr%ed that apa"ty
there a &% '&d'e "&+.'e&e %& the part %+ the
pr"et3 /'ard"a&3 %r phy""a& • 't "th repet t% be"&/ he"r3 "&a&e
per%& are apa"tated
• ,rt".e ;02F pr%"de +%r a %&.'"e
• I&apa"ty h%'.d be %&tr'ed tr"t.y
pre'6pt"%&$ e"&/ %&.'"e3 y%' a&&%t pree&t
%&tr%ert"&/ e"de&e W$o :ill %esi/nae $e .ersons :$o are
ARTICLE 1?-<! @he pr%h"b"t"%& 6e&t"%&ed "& art".e F=93 consi%ere% .oor de"/&ated by the tetat%r1
;$ @he per%&
%&er&"&/ d%&at"%& "&ter "% ha.. app.y t% teta6e&tary
pr%""%&$ (&)
2$ @he ee't%r1
=$ @hree pe%p.e by 6a%r"ty %te
• @h" " "&apa"ty by rea%& %+ p'b." 6%ra."ty
)in%s o# Inca.aci'
A..l'in/ $e la: on succession( $e #ollo:in/ ;$ ,SOU@E INC,P,CI@Y < Y%' a&&%t "&her"t +r%6
%onaions s$all 4e voi%2 a&yb%dy '&der a&y "r'6ta&e$
;$ Whe& the tetat%r a&d the re"p"e&t are 2$ RE,@IVE INC,P,CI@Y < Y%' a& "&her"t %&.y +r%6
/'".ty %+ ad'.tery %r %&'b"&a/e erta"& per%& %r a& %&.y "&her"t erta"& pr%pert"e
2$ Whe& the tetat%r a&d the re"p"e&t are '&der erta"& "r'6ta&e$
/'".ty %+ the a6e r"6"&a. %++e&e "& %&"derat"%&
there%+ Classes un%er A4solue Inca.aci'
=$ @h%e 6ade by the tetat%r t% a p'b." ;$ ,rt".e ;02B .at para/raph : 1,.. %ther
%++"er3 %r h" "+e3 dee&da&t a&d ae&da&t by %rp%rat"%& %r e&t"t"e 6ay 'eed '&der a "..3
rea%& %+ h" %++"e '&.e there " a pr%""%& t% the %&trary "&
the"r harter %r the .a %+ the"r reat"%&3 a&d
ARTICLE 1?-=! Sh%'.d the tetat%r d"p%e %+ the h%.e %r a.ay 'bet t% the a6e$M
part %+ h" pr%perty +%r prayer a&d p"%' %r? +%r the be&e+"t
2$ ,rt".e ;02F para/raph B : LI&d""d'a.3
%+ h" %'.3 "& /e&era. ter6 a&d "th%'t pe"+y"&/ "t
app."at"%&3 the ee't%r3 "th the %'rtK appr%a. ha.. a%"at"%& a&d %rp%rat"%& &%t per6"tted by
de."er %&e-ha.+ there%+ %r "t pr%eed t% the h'rh %r .a t% "&her"t$M
de&%6"&at"%& t% h"h the tetat%r 6ay be.%&/3 t% be 'ed +%r =$ @h%e h% .a? 'r"d"a. per%&a."ty
'h prayer a&d p"%' %r?3 a&d the %ther ha.+ t% the State3
+%r the p'rp%e 6e&t"%&ed "& art".e ;0;=$ (F4Fa) Classes un%er Relaive Inca.aci'
;$ ,rt".e ;02F: I&apa"ty by rea%& %+ p%"b.e
• ,rt".e ;029 " %66%&.y a..ed the '&d'e "&+.'e&e
Insiuion o# $e Soul $ @he %'. " %&"dered a 2. ,rt".e ;02F para/raph ;-: I&apa"ty by
a& e&t"ty h"h d%e &%t hae a 'r"d"a. rea%& %+ p'b." p%."y
per%&a."ty b't 6ay %ther"e "&her"t =$ ,rt".e ;028 I&apa"ty by rea%& %+ p'b."
p%."y a&d 6%ra."ty
Reuisies #or $e insiuion o# $e soul2 4$ ,rt".e ;0=2: I&apa"ty by rea%& %+
1. @he d"p%"t"%& 6't be +%r prayer a&d p"%' '&%rth"&e$
%r?
ARTICLE 1?01! , teta6e&tary pr%""%& "& +a%r %+ a
2. @he prayer a&d p"%' %r? 6't +%r the d"7'a."+"ed per%&3 ee& th%'/h 6ade '&der the /'"e %+
be&e+"t %+ the tetat%r %'. a& %&er%' %&trat3 %r 6ade thr%'/h a& "&ter6ed"ary3 ha..
3. @he d"p%"t"%& 6't be "& /e&era. ter6 be %"d$ (F)
4$ It d%e &%t pe"+y the app."at"%&
5. N% part"'.ar per%& " har/ed "th the d'ty %+ • @h" art".e app."e %&.y t% "&apa"ty by
/""&/ the 6%&ey %r pr%perty rea%& %+ p%"b.e "&+.'e&e a&d I&apa"ty by
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 52/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
rea%& %+ p'b." 6%ra."ty$ W"th repet t% .e/"t"6e a&d a e.. t% the +ree p%rt"%&$ 't
"&apa"ty by rea%& %+ '&%rth"&e3 ,rt".e ;0=; the "&apa"tated he"r a& be repree&ted$
".. &%t app.y
ARTICLE 1?00! @he a'e %+ '&%rth"&e ha.. be
ARTICLE 1?0-! @he +%..%"&/ are "&apab.e %+ 'eed"&/ by "th%'t e++et "+ the tetat%r had ?&%.ed/e there%+ at the
rea%& %+ '&%rth"&e: t"6e he 6ade the "..3 %r "+3 ha"&/ ?&%& %+ the6
(;) Pare&t h% hae aba&d%&ed the"r h".dre& %r "&d'ed 'be7'e&t.y3 he h%'.d %&d%&e the6 "& r"t"&/$ (FFa)
the"r da'/hter t% .ead a %rr'pt %r "66%ra. ."+e3 %r
atte6pted a/a"&t the"r "rt'e1
(2) ,&y per%& h% ha bee& %&"ted %+ a& atte6pt a/a"&t • @h" art".e ta.? ab%'t P,R5ON OR
the ."+e %+ the tetat%r3 h" %r her p%'e3 dee&da&t3 %r CON5ON,@ION
ae&da&t1
(=) ,&y per%& h% ha a'ed the tetat%r %+ a r"6e +%r Con%onaion D Par%on Reconciliaion
h"h the .a prer"be "6pr"%&6e&t +%r " year %r It " the '&".atera. %+ the It " a b".atera. at$ @here
6%re3 "+ the a'at"%& ha bee& +%'&d /r%'&d.e1
tetat%r$ 6't be +%r/"e&e a&d
(4) ,&y he"r %+ +'.. a/e h%3 ha"&/ ?&%.ed/e %+ the "%.e&t
death %+ the tetat%r3 h%'.d +a". t% rep%rt "t t% a& %++"er %+ the the he"r 6't aept$
.a "th"& a 6%&th3 '&.e the a'th%r"t"e hae a.ready
ta?e& at"%&1 th" pr%h"b"t"%& ha.. &%t app.y t% ae Rules #or Con%onaion2
here"&3 a%rd"&/ t% .a3 there " &% %b."/at"%& t%
• I+ the tetat%r a.ready ?&e the a'e %+ the
6a?e a& a'at"%&1
() ,&y per%& %&"ted %+ ad'.tery %r %&'b"&a/e "th the '&%rth"&e at the t"6e %+ 6a?"&/ the "..
p%'e %+ the tetat%r1 b't t".. he pr%"de %6eth"&/ +%r that
(B) ,&y per%& h% by +ra'd3 "%.e&e3 "&t"6"dat"%&3 %r '&d'e '&%rthy he"r "& the "..3 there " &% a&
"&+.'e&e h%'.d a'e the tetat%r t% 6a?e a ".. %r t% I,PLIE9 CON9ONATION$
ha&/e %&e a.ready 6ade1 • @he ".. "& h"h the "6p."ed %&d%&at"%& "
(F) ,&y per%& h% by the a6e 6ea& pree&t a&%ther 6ade 6't be a."d a&d "t 6't &%t be
+r%6 6a?"&/ a "..3 %r +r%6 re%?"&/ %&e a.ready 6ade3 %r
re%?ed "& %rder that there " "6p."ed
h% 'pp.a&t3 %&ea.3 %r a.ter the .atterK "..1
(8) ,&y per%& h% +a."+"e %r +%r/e a 'pp%ed ".. %+ the %&d%&at"%& bea'e "6p."ed %&d%&at"%& "
deede&t$ (FB3 BF=3 BF4a) depe&de&t %& the "..$
• I+ ?&%.ed/e %6e %&.y ,>@ER the ee't"%&
*nd paragraph: Any person who has been convicted of %+ the "..3 %&d%&at"%& 6't be "& r"t"&/$
an attempt against the life of the testator his or her @h" " EBPRESS CON9ONATION
spouse descendants or ascendants
• I+ the a'e +%r '&%rth"&e " a.% a /r%'&d
@he "&apa"ty 6't be 6ea'red ,@ @HE @I#E
+%r d""&her"ta&e3 the r'.e %& d""&her"ta&e
%+ death %+ the tetat%r app."e$ @h'3 re%&"."at"%& " e&%'/h$ @here
S'h per%& " &%t "&apa"tated "+ the atte6pt " &% re7'"re6e&t that the tetat%r h%'.d
a/a"&t the "+e %+ the tetat%r a 6ade a+ter %&d%&e "t "& r"t"&/$ 't "+ there " &%
the death %+ the tetat%r d""&her"ta&e a&d there " %&.y at %+
+th paragraph: Any heir of full age who having '&%rth"&e3 "+ the tetat%r ?&e %+ the at
,nowledge of the violent death of the testator should %&.y a+ter the ee't"%& %+ the "..3 there ha
fail to report it to an officer of the law within a month t% be %&d%&at"%& "& r"t"&/$
unless the authorities have already ta,en action2 this • @he %&.y "&ta&e here"& a& "&apa"tated
prohibition shall not apply to cases wherein according he"r " ret%red t% apa"ty by the 6ere at %+
to law there is no obligation to ma,e an accusation re%&"."at"%& " he& there " a deree %+
;8 year %.d " the .e/a. a/e b't 2; " the +'.. .e/a. eparat"%& the /'".ty p%'e be%6e
a/e "&apa"tated$ 't he& there " 'be7'e&t
5eath 6't be "%.e&t$ It 6't be a'ed by a re%&"."at"%& the deree ha.. be et a"de
r"6e a&d the p%'e ".. &% be ret%red t%
U&der the .at e&te&e3 para/raph 4 app."e apa"ty$
%&.y he& there " a& %b."/at"%& t% 6a?e a&
a'at"%& b't there " &% .a "& the Ph"."pp"&e ARTICLE 1?0! I& %rder t% 'd/e the apa"ty %+ the he"r3
h"h %b."/e a&y%&e t% 6a?e a& a'at"%& de"ee %r .e/atee3
%+ the deede&t ha..h"
be7'a."+"at"%& at the t"6e %+ the death
the r"ter"%&$
bea'e "& r"6"&a. ae3 "t " Pe%p.e %+ the
I& ae +a.."&/ '&der N%$ 23 =3 %r %+ art".e ;0=23 "t
Ph"."pp"&e er' the r"6"&a.$ It " the State ha.. be &eeary t% a"t '&t". +"&a. 'd/6e&t " re&dered3
h"h pr%e'te$ , %+ the pree&t3 para/raph a&d "& the ae +a.."&/ '&der N%$ 43 the ep"rat"%& %+ the
4 ha &% app."at"%&$ 6%&th a..%ed +%r the rep%rt$
-th paragraph: Any persons convicted or adultery or I+ the "&t"t't"%&3 de"e %r .e/ay h%'.d be %&d"t"%&a.3
concubinage with the spouse of the testator the t"6e %+ the %6p."a&e "th the %&d"t"%& ha.. a.% be
%&"dered$ (F8a)
@he per%& %&"ted " the %&e "&apa"tated3
he " the '&%rthy$ @he p%'e %+ the tetat%r
" &%t "&apa"tated %r '&%rthy$ 't the • I& ae %+ a 'pe&"e %&d"t"%&a. "&t"t't"%&3
"&+"de."ty %+ the p%'e %&t"t'te a /r%'&d +%r the he"r 6't be apa"tated O@H:
d""&her"ta&e$ I+ there " a deree %+ .e/a. ;$ ,t the t"6e %+ the tetat%r death
eparat"%&3 by .a3 the p%'e h% " /'".ty " 2$ ,t the t"6e the %&d"t"%& " +'.+"..ed
d"7'a."+"ed +r%6 "&her"t"&/$
I+ there " &% re%&"."at"%& betee& the /'".ty ARTICLE 1?0!
"&her"ta&e I+ the
by rea%& per%& e.'ded
%+ "&apa"ty h%'.d be +r%6
a h".d the
%r
p%'e a&d the "&&%e&t p%'e a+ter the dee&da&t %+ the deede&t a&d h%'.d hae h".dre& %r
deree %+ .e/a. eparat"%& ha bee& /ra&ted3 dee&da&t3 the .atter ha.. a7'"re h" r"/ht t% the
the deree ha.. be et a"de % the p%'e ".. .e/"t"6e$
&% be re"&tated t% 'eed t% apa"ty$ @he per%& % e.'ded ha.. &%t e&%y the ''+r't a&d
"th !aragraph: Any person who falsifies or forges a ad6"&"trat"%& %+ the pr%perty th' "&her"ted by h" h".dre&$
supposed will of the decedent. (FB;a)
,rt".e ;0=2 app."e t% b%th tetate %r "&tetate
'e"%& • I& d""&her"ta&e3 "+ a per%& " d""&her"ted
Whe& "t " the %6p'.%ry he"r h% be%6e he a& t".. be repree&ted$
'&%rthy3 the %6p'.%ry he"r .%e the
.e/"t"6e a&d a.. %ther r"/ht perta"&"&/ t% the
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 53/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• 't the d""&her"ted pare&t ha.. hae &% %+ the pr%perty3 r"/ht a&d %b."/at"%& h"h are
''+r't a&d ad6"&"trat"%& %+ the pr%perty tra&6"tted t% h"6 thr' the death %+ the deede&t
ree"ed by the repree&tat"e (,rt".e 92=)$ • Re.u%iaion " the at by h"h the per%&
• @h" a6e r'.e app."e t% "&apa"ty$ @he a..ed t% 'eed t% the "&her"ta&e 6a&"+et h"
"&apa"tated he"r a& t".. be repree&ted b't the '&".."&/&e t% 'eed t% the a6e
"&apa"tated he"r ha &% r"/ht %+ ''+r't %r • R"/ht 6ay be a"ed pr%"ded that the
ad6"&"trat"%&
repree&tat"e$ %er the pr%perty ree"ed by the a"er " &%t
p%."y3 /%%d %&trary
't%6 t% .a3 6%ra.3
%r pre'd""a. p'b."
t% the r"/ht %+
the per%& re%/&"!ed by .a$ @h" " app."ab.e
ARTICLE 1?08! ,."e&at"%& %+ hered"tary pr%perty3 a&d at "& aepta&e a&d rep'd"at"%&$
%+ ad6"&"trat"%& per+%r6ed by the e.'ded he"r3 be+%re the • N% per%& a& be +%red t% aept the
'd""a. %rder %+ e.'"%&3 are a."d a t% the th"rd per%& /e&er%"ty %+ a&%ther
h% ated "& /%%d +a"th1 b't the %-he"r ha.. hae a r"/ht t%
re%er da6a/e +r%6 the d"7'a."+"ed he"r$ (&) • Rep'd"at"%& a&d aepta&e are 'be7'e&t
t% the death %+ the deede&t$ 't the"r e++et
retr%at +r%6 the 6%6e&t %+ death$
• @he '&%rth"&e 6't be de.ared by the
%'rt • I+ y%' aept %r rep'd"ate be+%re the death %+
the deede&t3 "t " %"d bea'e "t "&%.e +'t're
ARTICLE 1?07! @he '&%rthy he"r h% " e.'ded +r%6 the "&her"ta&e$ #%re%er3 a ".. " ee&t"a..y
'e"%& ha a r"/ht t% de6a&d "&de6&"ty +%r a&y epe&e re%ab.e %3 the aepta&e %r rep'd"at"%& "
"&'rred "& the preerat"%& %+ the hered"tary pr%perty3 a&d t% pre6at're
e&+%re 'h red"t a he 6ay hae a/a"&t the etate$ (&)
DENER, RUE: ,epta&e a&d rep'd"at"%& %&e
ARTICLE 1?0<! ,&y per%& "&apab.e %+ 'e"%&3 h%3 6ade are "rre%ab.e
d"re/ard"&/ the pr%h"b"t"%& tated "& the preed"&/ art".e3 ECEP@ION: Whe& "t a 6ade thr%'/h a&y %+ the
e&tered "&t% the p%e"%& %+ the hered"tary pr%perty3 ha.. a'e that "t"ate %&e&t %r he& a& '&?&%& "..
be %b."/ed t% ret'r& "t t%/ether "th "t ae"%&$ appear$
He ha.. be ."ab.e +%r a.. the +r'"t a&d re&t he 6ay hae
ree"ed3 %r %'.d hae ree"ed thr%'/h the eer"e %+ d'e
d"."/e&e$ (FB0a) • ,epta&e 6ay be EPRESS3 @,CI@ %r
PRESU#E5
• Rep'd"at"%& be"&/ a& at %+ d"p%"t"%&3 "t
• ,rt".e ;0=F a&d ;0=8 pea? %+ the r"/ht a&d re7'"re /reater apa"ty a&d 6%re +%r6a."t"e
%b."/at"%& %+ the e.'ded '&%rthy he"r tha& aepta&e
• Rep'd"at"%& %+ hered"tary r"/ht parta?e the
ARTICLE 1?0=! Capa"ty t% 'eed " /%er&ed by the .a
%+ the &at"%& %+ the deede&t$ (&) &at're %+ d%&at"%&
• ,epta&e %+ "&her"ta&e d%e &%t 6a?e the
ARTICLE 1??! @he at"%& +%r a de.arat"%& %+ "&apa"ty he"r per%&a..y ."ab.e +%r the debt a&d
a&d +%r the re%ery %+ the "&her"ta&e3 de"e %r .e/ay ha.. %b."/at"%& %+ the deede&t
be br%'/ht "th"& +"e year +r%6 the t"6e the d"7'a."+"ed
per%& t%%? p%e"%& there%+$ It 6ay be br%'/ht by a&y %&e • ,epta&e a&d Rep'd"at"%& 6't be
h% 6ay hae a& "&teret "& the 'e"%&$ (FB2a) ab%.'te3 th'3 &%t 'bet t% %&d"t"%&
ARTICLE 1?0! N% per%& 6ay aept %r rep'd"ate a&
• @he at"%& +%r de.arat"%& %+ "&apa"ty a&d "&her"ta&e '&.e he " erta"& %+ the death %+ the per%&
re%ery %+ the "&her"ta&e ha.. be br%'/ht WI@HIN +r%6 h%6 he " t% "&her"t3 a&d %+ h" r"/ht t% the
YE,RS +r%6 the t"6e the 5ISJU,I>IE5 he"r t%%? "&her"ta&e$ (99;)
p%e"%& %+ the pr%perty
• O&.y th%e h% hae a& "&teret h% ".. e"ther Reuisies2
ta&d t% /a"& %r .%e by the e.'"%& %+ the 1. @he he"r 6't be erta"& %+ the death
"&apa"tated he"r a& br"&/ the at"%& (at'a. %r pre'6ed) %+ the deede&t
2$ @he he"r 6't be erta"& %+ h" r"/ht
SECTION 0 t% the "&her"ta&e
Acce.ance an% Re.u%iaion o# $e In$eriance =$ @he he"r 6't hae +ree d"p%a. %+
h" pr%perty
ARTICLE 1?1! @he aepta&e %r rep'd"at"%& %+ the
"&her"ta&e " a& at h"h " p're.y %.'&tary a&d +ree$ (988) ARTICLE 1?! ,&y per%& ha"&/ the +ree d"p%a. %+ h"
pr%perty 6ay aept %r rep'd"ate a& "&her"ta&e$
,&y "&her"ta&e .e+t t% 6"&%r %r "&apa"tated per%&
• ,epta&e a&d rep'd"at"%& 6't be a +ree a&d 6ay be aepted by the"r pare&t %r /'ard"a&$ Pare&t %r
%.'&tary at /'ard"a& 6ay rep'd"ate the "&her"ta&e .e+t t% the"r ard
• @he pree&e %+ "t"ated %&e&t /"e r"e t% %&.y by 'd""a. a'th%r"!at"%&$
the"r re%ab"."ty @he r"/ht t% aept a& "&her"ta&e .e+t t% the p%%r ha..
• @here a& be part"a. aepta&e a&d part"a. be.%&/ t% the per%& de"/&ated by the tetat%r t%
deter6"&e the be&e+""ar"e a&d d"tr"b'te the pr%perty3 %r
rep'd"at"%& "& the"r de+a'.t3 t% th%e 6e&t"%&ed "& art".e ;0=0$ (992a)
• Ee& the .e/"t"6e 6ay be rep'd"ated "&e &%
%&e a& be %6pe..ed t% aept the /e&er%"ty %+
HEIRS WHO ,A> WHO ,A>
a&%ther
ACCEPT REPU9IATE
#INORS #"&%r a& be @he rep'd"at"%&
ARTICLE 1?-! @he e++et %+ the aepta&e %r rep'd"at"%&
ha.. a.ay retr%at t% the 6%6e&t %+ the death %+ the
repree&ted by the
deede&t$ (989) by the"r pare&tG/'ard"a&
pare&t %r 6't be "th
/'ard"a& 'd""a. appr%a.
• Acce.ance " the at by h"h a per%& a..ed (#"&%r h"6e.+ +%r "t t% be a."d$
t% 'eed t% the "&her"ta&e %+ a deede&t e"ther a&&%t
by ".. %r by .a 6a&"+et h" ae&t t% the ree"pt aept)
POOR ,epta&e
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 54/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
6't be 6ade (=) I+ he re&%'&e "t +%r a pr"e "& +a%r %+ a.. h" %-he"r
by the per%& "&d"r"6"&ate.y1 b't "+ th" re&'&"at"%& h%'.d be
de"/&ated by /rat'"t%'3 a&d the %-he"r "& h%e +a%r "t " 6ade
the tetat%r %r are th%e 'p%& h%6 the p%rt"%& re&%'&ed h%'.d
de%.e by "rt'e %+ aret"%&3 the "&her"ta&e ha..
"& h" de+a'.t3
&%t be dee6ed a aepted$ (;000)
+%..% the
%rder 6ade "&
•
,rt".e ;0=0$
('t"e %+ the ,rt".e$ere
:$erein ;00 e&'6erate
is aci the insances
acce.ance
Peae3 #ay%r3 • U&der the 2&d para/raph3 ta?e &%te that the
#'&""pa. re&'&"at"%& 6't be "& +a%r %+ %&e %r %6e b't
@rea'rer) &%t a..$ Whe& y%' re&%'&e "& +a%r %+ %&e %r
CORPOR,@IONSG #ay be 6ade @he .a+'. %6e3 y%' are at'a..y h%%"&/ h% ".. ree"e$
,SSOCI,@IONSG by the .a+'. repree&tat"e Y%' are eer""&/ d%6"&"%& %er y%'r hare a&d
EN@I@IES repree&tat"e 6ay rep'd"ate "t " a& at %+ %&erh"p$ @h'3 there " ta"t
$ "th %'rt aepta&e
appr%a.$
PUIC O>>ICI,G #'t be "th W"th the • U&der the =rd para/raph3 "+ y%' re&%'&e "&
ES@,ISH#EN@ the appr%a. appr%a. %+ the +a%r %+ y%'r %-he"r %+ , "&d"r"6"&ate.y b't
S %+ the /%er&6e&t y%' ere pa"d3 the& there " ta"t aepta&e
/%er&6e&t bea'e hy %'.d they pay y%' "+ y%' d% &%t
#,RRIE5 #ay aept %& #ay rep'd"ate %& the hare y%' are /""&/ t% the6$ U@ the
WO#,N her %& %& her %& p%rt"%& re&%'&ed h%'.d &%t de%.e t% the
"th%'t the "th%'t the %ther he"r h% %'.d 'eed by "rt'e %+
%&e&t %+ her %&e&t %+ her aret"%& "+ the re&'&"at"%& " /rat'"t%'$
h'ba&d h'ba&d$
5E,>-#U@E #ay aept #ay rep'd"ate ARTICLE 1?1$ @he rep'd"at"%& %+ a& "&her"ta&e ha.. be
6ade "& a p'b." %r a'the&t" "&tr'6e&t3 %r by pet"t"%&
Wh% a& read per%&a..y %r per%&a..y %r pree&ted t% the %'rt ha"&/ 'r"d"t"%& %er the
a&d r"te thr' a& a/e&t thr' a& a/e&t$ teta6e&tary %r "&tetate pr%eed"&/$ (;008)
5E,>-#U@E #'t be 6ade #'t be 6ade by
h% a&&%t read by the the /'ard"a& Ho: %o 'ou re.u%iae
%r r"te /'ard"a& "th %'rt ;$ Rep'd"at"%& by p'b." d%'6e&t
(bea'e dea+ appr%a. 2$ Whe& rep'd"at"%& " e6b%d"ed "& a& a'the&t"
6'te h% d%'6e&t
a&&%t read =$ y pet"t"%& pree&ted "& %'rt ha"&/ 'r"d"t"%&
a&d r"te ha %er the teta6e&tary %r "&tetate pr%eed"&/
&% 'r"d"a.
apa"ty) ARTICLE 1?-! I+ the he"r rep'd"ate the "&her"ta&e t%
the pre'd"e %+ h" %& red"t%r3 the .atter 6ay pet"t"%&
ARTICLE 1?! @he .a+'. repree&tat"e %+ %rp%rat"%&3 the %'rt t% a'th%r"!e the6 t% aept "t "& the &a6e %+ the
a%"at"%&3 "&t"t't"%& a&d e&t"t"e 7'a."+"ed t% a7'"re he"r$
pr%perty 6ay aept a&y "&her"ta&e .e+t t% the .atter3 b't "& @he aepta&e ha.. be&e+"t the red"t%r %&.y t% a&
%rder t% rep'd"ate "t3 the appr%a. %+ the %'rt ha.. be ete&t '++""e&t t% %er the a6%'&t %+ the"r red"t$ @he
&eeary$ (99=a) ee3 h%'.d there be a&y3 ha.. "& &% ae perta"& t% the
re&%'&er3 b't ha.. be ad'd"ated t% the per%& t% h%63
ARTICLE 1?8! P'b." %++""a. etab."h6e&t a& &e"ther "& a%rda&e "th the r'.e etab."hed "& th" C%de3 "t 6ay
aept &%r rep'd"ate a& "&her"ta&e "th%'t the appr%a. %+ be.%&/$ (;00;)
the /%er&6e&t$ (994)
• @he red"t%r a& aept "& beha.+ %+ the he"r
ARTICLE 1?7! , 6arr"ed %6a& %+ a/e 6ay rep'd"ate a& %&.y "+ the he"r rep'd"ate a&d the rep'd"at"%&
"&her"ta&e "th%'t the %&e&t %+ her h'ba&d$ (99a) pre'd"e the red"t%r
ARTICLE 1?<! 5ea+-6'te h% a& read a&d r"te 6ay
• 't "& that ae3 red"t%r a&&%t aept the
aept %r rep'd"ate the "&her"ta&e per%&a..y %r thr%'/h a& e&t"re "&her"ta&e3 de"e G.e/ay$ O&.y the
a/e&t$ Sh%'.d they &%t be ab.e t% read a&d r"te3 the a6%'&t '++""e&t t% %er the red"t$
"&her"ta&e ha.. be aepted by the"r /'ard"a&$ @hee
/'ard"a& 6ay rep'd"ate the a6e "th 'd""a. appr%a.$ ARTICLE 1?0! I+ the he"r h%'.d d"e "th%'t ha"&/
(99Ba) aepted %r rep'd"ated the "&her"ta&e h" r"/ht ha.. be
tra&6"tted t% h" he"r$ (;00B)
ARTICLE 1?=! ,epta&e 6ay be epre %r ta"t$
,& e;.ress acce.ance 6't be 6ade "& a p'b." %r • @he death %+ the he"r h%'.d be a+ter that %+
pr"ate d%'6e&t$ the deede&t "& %rder that ,rt".e ;0= 6ay be
, aci acce.ance " %&e re'.t"&/ +r%6 at by h"h app."ed
the "&te&t"%& t% aept " &eear".y "6p."ed3 %r h"h %&e
%'.d hae &% r"/ht t% d% eept "& the apa"ty %+ a& he"r$
,t %+ 6ere preerat"%& %r pr%""%&a. ad6"&"trat"%& d% ARTICLE 1?! Sh%'.d there be eera. he"r a..ed t% the
&%t "6p.y a& aepta&e %+ the "&her"ta&e "+3 thr%'/h 'h "&her"ta&e3 %6e %+ the6 6ay aept a&d the %ther 6ay
at3 the t"t.e %r apa"ty %+ a& he"r ha &%t bee& a'6ed$ rep'd"ate "t$ (;00Fa)
(999a)
• I+ a.. the he"r aept3 there " %-%&erh"p
• @he at %+ 6ere preerat"%& %r ad6"&"trat"%& • I+ %&e %+ the6 rep'd"ate3 there " aret"%&
d% &%t %&t"t'te aepta&e bea'e thee at %r 'bt"t't"%& "+ there " a 'bt"t'te
are &%t at %+ d%6"&"%&
ARTICLE 1?! I+ a per%&3 h% " a..ed t% the a6e
"&her"ta&e a a& he"r by ".. a&d ab "&tetat%3 rep'd"ate
ARTICLE 1??! ,& "&her"ta&e " dee6ed aepted:
the "&her"ta&e "& h" apa"ty a a teta6e&tary he"r3 he "
(;) I+ the he"r e..3 d%&ate3 %r a"/& h" r"/ht t% a
'&dert%%d t% hae rep'd"ated "t "& b%th apa"t"e$
tra&/er3 %r t% h" %-he"r3 %r t% a&y %+ the61
(2) I+ the he"r re&%'&e the a6e3 ee& th%'/h /rat'"t%'.y3
+%r the be&e+"t %+ %&e %r 6%re %+ h" %-he"r1
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 55/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
Sh%'.d he rep'd"ate "t a a& "&tetate he"r3 "th%'t
?&%.ed/e %+ h" be"&/ a teta6e&tary he"r3 he 6ay t".. ARTICLE 1?8-! C%..at"%& ha.. &%t ta?e p.ae a6%&/
aept "t "& the .atter apa"ty$ (;009) %6p'.%ry he"r "+ the d%&%r h%'.d hae % epre.y
pr%"ded3 %r "+ the d%&ee h%'.d rep'd"ate the "&her"ta&e3
• ,& he"r " b%th a teta6e&tary he"r a&d a& '&.e the d%&at"%& h%'.d be red'ed a "&%++""%'$ (;0=B)
"&tetate he"r
• I+ y%' re&%'&ed y%'r hare "& teta6e&tary ARTICLE 1?80! Pr%perty .e+t by ".. " &%t dee6ed 'bet
t% %..at"%&3 "+ the tetat%r ha &%t %ther"e pr%"ded3 b't
'e"%&3 "t +%..% that y%' a.% re&%'&ed y%'r the .e/"t"6e ha.. "& a&y ae re6a"& '&"6pa"red$ (;0=F)
hare "& .e/a. 'e"%&
• I+ at the t"6e %+ y%'r be"&/ .e/a. %r "&tetate ARTICLE 1?8! Whe& /ra&dh".dre&3 h% 'r"e "th
he"r3 y%' a.ready ?&e that y%' are "&t"t'ted a the"r '&.e3 a'&t3 %r %'"&3 "&her"t +r%6 the"r
teta6e&tary he"r3 y%' are dee6ed t% hae /ra&dpare&t "& repree&tat"%& %+ the"r +ather %r 6%ther3
rep'd"ated b%th$ 't "+ at the t"6e that y%' are they ha.. br"&/ t% %..at"%& a.. that the"r pare&t3 "+ a."e3
re&%'&"&/ y%'r be"&/ a& "&tetate %r .e/a. he"r3 %'.d hae bee& %b."/ed t% br"&/3 ee& th%'/h 'h
/ra&dh".dre& hae &%t "&her"ted the pr%perty$
y%' d% &%t ?&% that y%' are a.% "&t"t'ted he"r "& @hey ha.. a.% br"&/ t% %..at"%& a.. that they 6ay hae
a "..3 the& y%' are &%t dee6ed t% hae re&%'&ed ree"ed +r%6 the deede&t d'r"&/ h" ."+et"6e3 '&.e the
y%'r "&t"t't"%& "& the ".. bea'e the pre'6pt"%& tetat%r ha pr%"ded %ther"e3 "& h"h ae h" "he
" that the hare %+ the he"r "& .e/a. 'e"%& " 6't be repeted3 "+ the .e/"t"6e %+ the %-he"r " &%t
't baed %& the pre'6ed ".. %+ the tetat%r$ pre'd"ed$ (;0=8)
ARTICLE 1?8! @he aepta&e %r rep'd"at"%& %+ a&
"&her"ta&e3 %&e he&
"6p'/&ed3 eept 6ade3 "t "a
"rre%ab.e3 a&d a&y
6ade thr%'/h a&&%t be
%+ the Ies :$ic$ are no su4ec o collaion2
a'e that "t"ate %&e&t3 %r he& a& '&?&%& ".. appear$
1. I+ the tetat%r pr%"de that the d%&at"%& ha..
(99F) &%t be %..ated3 b't 'bet t% the r'.e that "t
h%'.d &%t "6pa"r the .e/"t"6e %+ the %ther
ARTICLE 1?7! W"th"& th"rty day a+ter the %'rt ha "'ed
%6p'.%ry he"r
a& %rder +%r the d"tr"b't"%& %+ the etate "& a%rda&e "th 2. I+ the %6p'.%ry he"r rep'd"ated h" hare "&
the R'.e %+ C%'rt3 the he"r3 de"ee a&d .e/atee ha.. the "&her"ta&e$ @he d%&at"%& ".. &%t be
"/&"+y t% the %'rt ha"&/ 'r"d"t"%& hether they aept %r re%?ed b't "+ "t " "&%++""%'3 the he"r h%
rep'd"ate the "&her"ta&e$ rep'd"ated the "&her"ta&e ".. pay %r /"e
I+ they d% &%t d% % "th"& that t"6e3 they are dee6ed t%
hae aepted the "&her"ta&e$ (&)
ba? the a.'e t% the %ther %6p'.%ry he"r
h%e .e/"t"6e are "6pa"red$
• W"th"& =0 day3 y%' 6't "/&"+y y%'r 3. @h%e /"e& t% %.'&tary he"r3 .e/atee a&d
aepta&e %r rep'd"at"%&$ Other"e3 the de"ee$ @he d%&at"%& /"e& t% the6 "..
pre'6pt"%& " y%' hae aepted the "&her"ta&e be har/ed t% the +ree p%rt"%&$ I+ "t "..
"6pa"r the .e/"t"6e %+ the %ther %6p'.%ry
• ,rt".e ;0F re+er t% .resue% acce.ance he"r3 "t ha t% be red'ed$ (,rt".e ;0B=)
• ,rt".e ;00 re+er t% aci acce.ance 4. Epe&e "&'rred by the pare&t "& /""&/
the"r h".dre& the pr%+e"%&a.3 %at"%&a. %r
SECTION %ther areer (,rt".e ;0B8)
E;ecuors an% A%inisraors
5. Wedd"&/ /"+t (,rt".e ;0F0)
ARTICLE 1?<! ,.. 6atter re.at"&/ t% the app%"&t6e&t3
p%er a&d d't"e %+ ee't%r a&d ad6"&"trat%r a&d
DENER, RUE: Epe&e "&'rred by the pare&t "&
%&er&"&/ the ad6"&"trat"%& %+ etate %+ deeaed per%& /""&/ the"r h".dre& the pr%+e"%&a.3 %at"%&a. %r
ha.. be /%er&ed by the R'.e %+ C%'rt$ (&) %ther areer " &%t har/ed t% the .e/"t"6e %+ the
%6p'.%ry he"r b't %&.y t% the +ree p%rt"%&
ARTICLE 1?=! I+ the aet %+ the etate %+ a deede&t ECEP@ION: I+ the pare&t epre.y pr%"de that "t
h"h a& be app."ed t% the pay6e&t %+ debt are &%t ha.. be har/ed t% the .e/"t"6e
'++""e&t +%r that p'rp%e3 the pr%""%& %+ art".e 22=9 t%
22; %& Pre+ere&e %+ Cred"t ha.. be %bered3 pr%"ded that ARTICLE 1?7?! Wedd"&/ /"+t by pare&t a&d ae&da&t
the epe&e re+erred t% "& art".e 22443 N%$ 83 ha.. be th%e %&"t"&/ %+ ee.ry3 .%th"&/3 a&d %'t+"t3 ha.. &%t be
"&%.ed "& the ad6"&"trat"%& %+ the deede&tK etate$ (&) red'ed a "&%++""%' eept "&%+ar a they 6ay eeed
%&e-te&th %+ the '6 h"h " d"p%ab.e by "..$ (;044)
ARTICLE 1?8?! , %rp%rat"%& %r a%"at"%& a'th%r"!ed t%
%&d't the b'"&e %+ a tr't %6pa&y "& the Ph"."pp"&e
6ay be app%"&ted a a& ee't%r3 ad6"&"trat%r3 /'ard"a& %+ • @hee "te6 are har/ed t% the +ree p%rt"%&
a& etate3 %r tr'tee3 "& ."?e 6a&&er a a& "&d""d'a.1 b't "t b't 'bet t% the ."6"tat"%& that they h%'.d &%t
ha.. &%t be app%"&ted /'ard"a& %+ the per%& %+ a ard$ (&) eeed ;G;0 %+ the +ree p%rt"%&
SECTION ARTICLE 1?8$ Pare&t are &%t %b."/ed t% br"&/ t%
Collaion %..at"%& "& the "&her"ta&e %+ the"r ae&da&t a&y pr%perty
h"h 6ay hae bee& d%&ated by the .atter t% the"r
h".dre&$ (;0=9)
ARTICLE 1?81! Eery %6p'.%ry he"r3 h% 'eed "th
%ther %6p'.%ry he"r3 6't br"&/ "&t% the 6a %+ the etate
a&y pr%perty %r r"/ht h"h he 6ay hae ree"ed +r%6 the ARTICLE 1?88! Ne"ther ha.. d%&at"%& t% the p%'e %+
deede&t3 d'r"&/ the ."+et"6e %+ the .atter3 by ay %+ d%&at"%&3 the h".d be br%'/ht t% %..at"%&1 b't "+ they hae bee& /"e&
%r a&y %ther /rat'"t%' t"t.e3 "& %rder that "t 6ay be %6p'ted by the pare&t t% the p%'e %"&t.y3 the h".d ha.. be
"& the deter6"&at"%& %+ the .e/"t"6e %+ eah he"r3 a&d "& the %b."/ed t% br"&/ t% %..at"%& %&e-ha.+ %+ the th"&/ d%&ated$
a%'&t %+ the part"t"%&$ (;0=a) (;040)
ARTICLE 1?87! Epe&e +%r 'pp%rt3 ed'at"%&3 6ed"a.
• COLLATION 6ea& %6p't"&/ %r add"&/ atte&da&e3 ee& "& etra%rd"&ary "..&e3 appre&t"eh"p3
erta"& a.'e t% the etate3 a&d har/"&/ the a6e %rd"&ary e7'"p6e&t3 %r 't%6ary /"+t are &%t 'bet t%
t% the EDI@I#E %..at"%&$ (;04;)
• COLLATION a.% 6ea& %6p't"&/ %r add"&/
erta"& a.'e t% the etate3 a&d har/"&/ the a6e • SUPPOR@ "&.'de ed'at"%& b't ,rt".e ;0BF
t% the >REE POR@ION eparate 'pp%rt a&d ed'at"%&
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 56/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
• Ed'at"%& '&der th" art".e 6ea& %&.y 'p t% 1. Pr%perty %+ the a6e &at're3 .a a&d
HIDH SCHOO ed'at"%& bea'e there " eparate 7'a."ty
pr%""%& '&der ,rt".e ;0B8 a t% pr%+e"%&a.3 2. I+ &% pr%perty %+ the a6e &at're3 ah %r
%at"%&a. a&d %ther areer e'r"ty
=$ Other pr%perty a 6ay be &eeary ha.. be
Ies :$ic$ are no collae% o $e le/iie an% %.d at p'b." a't"%&
o $e #ree .orion 4ecause $e' are no inclu%e%
in $e co.uaion in $e ne $ere%iar' esae2 Rules #or ova4les2
1. Pr%pert"e ree"ed +r%6 the tetat%r by the 1. Pr%perty %+ the a6e &at're3 .a %r 7'a."ty
h".dre& %+ the he"r (,rt".e ;0B)
2. I+ &%&e3 the e7'"a.e&t a.'e %+ the pr%perty
2. 5%&at"%& by the tetat%r t% the p%'e %+ the
%6p'.%ry he"r (,rt".e ;0BB) < I+ the d%&at"%&
a 6ade t% the p%'e %"&t.y3 " 'bet t% • Whe& the pr%perty d%&ated " a #OV,E
%..at"%& perta"&"&/ t% the hare %+ the he"r pr%perty3 there " NO RIDH@ t% e.. at a p'b."
=$ Epe&e +%r 'pp%rt3 ed'at"%&3 6ed"a. a't"%&
atte&da&e
ARTICLE 1?7! @he +r'"t a&d "&teret %+ the pr%perty
'bet t% %..at"%& ha.. &%t perta"& t% the etate eept
+r%6 the day %& h"h the 'e"%& " %pe&ed$
>%r the p'rp%e %+ aerta"&"&/ the"r a6%'&t3 the +r'"t
a&d "&teret %+ the pr%perty %+ the etate %+ the a6e ?"&d
a&d 7'a."ty a that 'bet t% %..at"%& ha.. be 6ade the
ta&dard %+ ae6e&t$ (;049)
• I& d%&at"%&3 there " "66ed"ate tra&+er %+
ARTICLE 1?8<! Epe&e "&'rred by the pare&t "& /""&/
the"r h".dre& a pr%+e"%&a.3 %at"%&a. %r %ther areer ha..
%&erh"p$ @h'3 the +r'"t a&d "&teret +r%6 the
&%t be br%'/ht t% %..at"%& '&.e the pare&t % pr%"de3 %r t"6e %+ the d%&at"%& 'p t% the death %+ the
'&.e they "6pa"r the .e/"t"6e1 b't he& the"r %..at"%& " tetat%r ha.. be.%&/ t% the d%&ee
re7'"red3 the '6 h"h the h".d %'.d hae pe&t "+ he had • @he +r'"t +r%6 the t"6e %+ the death %+ the
."ed "& the h%'e a&d %6pa&y %+ h" pare&t ha.. be tetat%r ha.. perta"& t% the etate
ded'ted there+r%6$ (;042a)
ARTICLE 1?78! @he %-he"r are b%'&d t% re"6b're t% the
• Whe& y%' /"e y%'r h".d e.e6e&tary %r h"/h d%&ee the &eeary epe&e h"h he ha "&'rred +%r the
preerat"%& %+ the pr%perty d%&ated t% h"63 th%'/h they
h%%. ed'at"%& 3 th" " &%t /e&er%"ty b't a #%ra.
6ay &%t hae a'/6e&ted "t a.'e$
Ob."/at"%& %& y%' part @he d%&ee h% %..ate "& ?"&d a& "66%ab.e3 h"h
ARTICLE 1?8=! ,&y '6 pa"d by a pare&t "& at"+at"%& %+ ha bee&
+%r the /"e& t% h"63
"6pr%e6e&t 6'thae
h"h be re"6b'red by a.'e
"&reaed the h" %-he"r
%+ the
the debt %+ h" h".dre&3 e.et"%& epe&e3 +"&e3 a&d "6".ar pr%perty3 a&d h"h e"t at the t"6e the part"t"%& "
epe&e ha.. be br%'/ht t% %..at"%&$ (;04=a) e++eted$
, t% %r? 6ade %& the etate +%r the 6ere p.ea're
ARTICLE 1?71! @he a6e th"&/ d%&ated are &%t t% be %+ the d%&ee3 &% re"6b're6e&t " d'e h"6 +%r the61 he
br%'/ht t% %..at"%& a&d part"t"%&3 b't %&.y the"r a.'e at the ha3 h%eer3 the r"/ht t% re6%e the63 "+ he a& d% %
t"6e %+ the d%&at"%&3 ee& th%'/h the"r 't a.'e 6ay &%t "th%'t "&'r"&/ the etate$ (&)
the& hae bee& aeed$
@he"r 'be7'e&t "&reae %r deter"%rat"%& a&d ee& the"r
t%ta. .% %r detr't"%&3 be "t a"de&ta. %r '.pab.e3 ha.. be
• @h" art".e ta.? the RULES 5OR
+%r the be&e+"t %r a%'&t a&d r"? %+ the d%&ee$ (;04a) RETURNING IN )IN9
• Whe& there " %..at"%& L"& ?"&dM (ret'r& %+
• O&.y the a.'e at the t"6e %+ the per+et"%& %+ the pr%perty %r the a.'e)3 the %ther he"r h%'.d
the d%&at"%& h%'.d be %..ated re"6b're the d%&ee +%r the &eeary epe&e
•
ARTICLE 1?7-! I& the %..at"%& %+ a d%&at"%& 6ade by b%th the Y%' hae t% re"6b're the he"r %+ the a.'e %+
"6pr%e6e&t
pare&t3 %&e-ha.+ ha.. be br%'/ht t% the "&her"ta&e %+ the
+ather3 a&d the %ther ha.+3 t% that %+ the 6%ther$ @hat /"e& by • @he d%&ee ha the r"/ht t% re6%e the
%&e a.%&e ha.. be br%'/ht t% %..at"%& "& h" %r her "6pr%e6e&t h"h are +%r h" %& p.ea're "+
"&her"ta&e$ (;04Ba) the re6%a. ".. &%t "6pa"r the pr%perty d%&ated
ARTICLE 1?70! @he d%&eeK hare %+ the etate ha.. be ARTICLE 1?77! Sh%'.d a&y 7'et"%& ar"e a6%&/ the %-
red'ed by a& a6%'&t e7'a. t% that a.ready ree"ed by h"61 he"r 'p%& the %b."/at"%& t% br"&/ t% %..at"%& %r a t% the
a&d h" %-he"r ha.. ree"e a& e7'"a.e&t3 a 6'h a th"&/ h"h are 'bet t% %..at"%&3 the d"tr"b't"%& %+ the
p%"b.e3 "& pr%perty %+ the a6e &at're3 .a a&d 7'a."ty$ etate ha.. &%t be "&terr'pted +%r th" rea%&3 pr%"ded
(;04F) ade7'ate e'r"ty " /"e&$ (;00)
ARTICLE 1?7! Sh%'.d the pr%""%& %+ the preed"&/
• J'et"%& %& %..at"%& d% &%t "&terr'pt
art".e be "6prat"ab.e3 "+ the pr%perty d%&ated a
"66%ab.e3 the %-he"r ha.. be e&t"t.ed t% ree"e "t d"tr"b't"%& < a .%&/ a ade7'ate e'r"ty "
/"e&
e7'"a.e&t
h%'.d there "& be
ah %r e'r"t"e3
&e"ther ah &%rat the rate %+e'r"t"e
6ar?etab.e 7'%tat"%&1"& a&d
the • O&.y pr%pert"e ree"ed by /rat'"t%' t"t.e
etate3 % 6'h %+ the %ther pr%perty a 6ay be &eeary 6ay be the 'bet %+ %..at"%&
ha.. be %.d at p'b." a't"%&$ • Whe& the etate pr%eed"&/ hae &%t yet
I+ the pr%perty d%&ated a 6%ab.e3 the %-he"r ha.. reahed the ta/e %+ part"t"%&"&/ a&d d"tr"b't"&/
%&.y hae a r"/ht t% e.et a& e7'"a.e&t %+ %ther per%&a.
pr%perty %+ the "&her"ta&e at "t 't pr"e$ (;048)
the pr%perty3 a&y 7'et"%& %+ %..at"%& that "
br%'/ht 'p a& be re/arded a ha"&/ bee&
pre6at're.y ra"ed
• ,rt".e ;0F= a&d art".e ;0F4 are the RULES
O5 EJUALIKATION IN COLLATION SECTION 8
Pariion an% 9isri4uion o# $e Esae
Rules #or iova4les2 SU"SECTION 1
Pariion
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 57/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
Reuireens in or%er $a $ere is vali%
ARTICLE 1?7<! Where there are t% %r 6%re he"r3 the .ariion 4' $e an%aar':
h%.e etate %+ the deede&t "3 be+%re "t part"t"%&3 %&ed "& 1. @he 6a&datary h%'.d &%t be a %-he"r
%66%& by 'h he"r3 'bet t% the pay6e&t %+ debt %+ the
deeaed$ (&)
bea'e "+ he " %&e %+ the %-he"r h"
part"t"%& 6ay be ta"&ted "th "6part"a."ty$
ARTICLE 1?7=! Pariion3 "& /e&era.3 " the eparat"%&3 2. I& ae %&e %+ the he"r " 'bet t%
d"""%& a&d a"/&6e&t %+ a th"&/ he.d "& %66%& a6%&/ /'ard"a&h"p3 "t " re7'"red that there be
th%e t% h%6 "t 6ay be.%&/$ @he th"&/ "te.+ 6ay be d""ded3 &%t"+"at"%& t% the %-he"r3 red"t%r3
%r "t a.'e$ (&) .e/atee %r de"ee
=$ @here ha t% be "&e&t%ry %+ the etate
• ,rt".e ;0F9 de+"&e PARTITION
ARTICLE 1?<-! Eery at h"h " "&te&ded t% p't a& e&d
• e+%re part"t"%&3 there " %-he"rh"p$ @h" %- t% "&d"""%& a6%&/ %-he"r a&d .e/atee %r de"ee "
he"rh"p " d"%.ed by part"t"%&$ dee6ed t% be a part"t"%&3 a.th%'/h "t h%'.d p'rp%rt t% be a
a.e3 a& eha&/e3 a %6pr%6"e3 %r a&y %ther tra&at"%&$
Ho: .ariion is a%e (&)
;$ U5ICI, P,R@I@ION
2$ E@R,-U5ICI, P,R@I@ION • @here " &% pe"+" t"6e a t% he& part"t"%&
" t% be e++eted a .%&/ a "t " "&te&ded t% p't
ARTICLE 1?<?! Sh%'.d a per%& 6a?e a part"t"%& %+ h" a& e&d t% "&d"""%& %r t% e&d the %-%&erh"p
etate by a& at "&ter "%3 %r by "..3 'h part"t"%& ha.. be
repeted3 "&%+ar a "t d%e &%t pre'd"e the .e/"t"6e %+ the
%6p'.%ry he"r$ ARTICLE 1?<0! Eery %-he"r ha a r"/ht t% de6a&d the
, pare&t h%3 "& the "&teret %+ h" %r her +a6".y3 de"re d"""%& %+ the etate '&.e the tetat%r h%'.d hae
t% ?eep a&y a/r"'.t'ra.3 "&d'tr"a.3 %r 6a&'+at'r"&/ epre.y +%rb"dde& "t part"t"%&3 "& h"h ae the per"%d %+
"&d"""%& ha.. &%t eeed te&ty year a pr%"ded "&
e&terpr"e "&tat3 6ay aa". h"6e.+ %+ the r"/ht /ra&ted h"6 "&
th" art".e3 by %rder"&/ that the .e/"t"6e %+ the %ther h".dre& art".e 494$ @h" p%er %+ the tetat%r t% pr%h"b"t d"""%&
app."e t% the .e/"t"6e$
t% h%6 the pr%perty " &%t a"/&ed3 be pa"d "& ah$ (;0Ba)
Ee& th%'/h +%rb"dde& by the tetat%r3 the %-
%&erh"p ter6"&ate he& a&y %+ the a'e +%r h"h
• @h" " re+er t% E;ra@u%icial Pariion 4' part&erh"p " d"%.ed ta?e p.ae3 %r he& the %'rt +"&d
$e 9ece%en +%r %6pe.."&/ rea%& that d"""%& h%'.d be %rdered3 'p%&
pet"t"%& %+ %&e %+ the %-he"r$ (;0;a)
• @h" " 'bet t% the ."6"tat"%& that the
.e/"t"6e %+ the %6p'.%ry he"r h%'.d &%t be DENER, RUE: He"r3 hether %6p'.%ry %r
"6pa"red %.'&tary3 a& de6a&d part"t"%&
ECEP@ION: Whe& the tetat%r ha +%rb"dde& the
)in%s o# e;ra@u%icial .ariion 4' %ece%en2 part"t"%& %+ the etate$ 't th" pr%h"b"t"%& ha.. &%t
;$ y at "&ter "% eeed 20 year$
@here " &% re7'"re6e&t %r &% +%r6a."t"e
re7'"red$ I& part"t"%&3 there " &% tra&+er %+ Insances :$en $e $eirs a' .ariion even i#
%&erh"p$ @here " 6ere.y a phy"a. 4e#ore -? 'ears2
deter6"&at"%& %+ the p%rt"%& t% be /"e& t% the
he"r$
1. Whe& a&y %+ the a'e +%r the
ter6"&at"%& %+ the part&erh"p (e$/$ death)
2$ y "..
2$ I+ the he"r the6e.e 6't'a..y
>%r6a."t"e are re7'"red$
a/ree t% part"t"%&
)in%s o# e;ra@u%icial .ariion 4' $eirs2
=$ Up%& %rder %+ the %'rt +%r
;$ Ora..y
%6pe.."&/ rea%& a&d 'p%& pet"t"%& %+ the
@h" " b"&d"&/ %&.y betee& the he"r
he"r
the6e.e h% are part""pa&t
2$ y p'b." "&tr'6e&t
ARTICLE 1?<! V%.'&tary he"r 'p%& h%6 %6e
@h" " b"&d"&/ ee& a/a"&t the =rd per%&$
%&d"t"%& ha bee& "6p%ed a&&%t de6a&d a part"t"%& '&t".
Liiaions o# e;ra@u%icial .ariion2 the %&d"t"%& ha bee& +'.+"..ed1 b't the %ther %-he"r 6ay
de6a&d "t by /""&/ '++""e&t e'r"ty +%r the r"/ht h"h
;$ @here are &% debt1 the +%r6er 6ay hae "& ae the %&d"t"%& h%'.d be
2$ @hat eery%&e " %+ .e/a. a/e %r repree&ted by %6p."ed "th1 a&d '&t". "t " ?&%& that the %&d"t"%& ha
/'ard"a&$ &%t bee& +'.+"..ed %r a& &eer be %6p."ed "th3 the
part"t"%& ha.. be '&dert%%d t% be pr%""%&a.$ (;04a)
ARTICLE 1?<1! , per%& 6ay3 by a& at "&ter "% %r 6%rt"
a'a3 "&tr't the 6ere p%er t% 6a?e the part"t"%& a+ter h" • , %.'&tary he"r h%e "&t"t't"%& " 'bet
death t% a&y per%& h% " &%t %&e %+ the %-he"r$ " t% a %&d"t"%& a&&%t de6a&d part"t"%& be+%re the
@he pr%""%& %+ th" a&d %+ the preed"&/ art".e ha.. be +'.+"..6e&t %+ the %&d"t"%&$ @he %ther he"r
%bered ee& h%'.d there be a6%&/ the %-he"r a 6"&%r %r
%&'rr"&/ "th 'h %.'&tary he"r 6ay de6a&d
a per%& 'bet t% /'ard"a&h"p1 b't the 6a&dat%ry3 "& 'h
ae3 ha.. 6a?e a& "&e&t%ry %+ the pr%perty %+ the etate3 part"t"%& pr%"ded they /"e& e'r"ty %r ah
a+ter &%t"+y"&/ the %-he"r3 the red"t%r3 a&d the .e/atee %r b%&d t% a+e/'ard the r"/ht %+ the %&d"t"%&a.
de"ee$ (;0Fa) he"r
• @h" " hat y%' a.. the app%"&t6e&t %+ the DENER, RUE: @he r"/ht t% de6a&d part"t"%& d%e
&%t prer"be
,AN9ATAR> ECEP@ION: Whe& %&e %+ the he"r adere.y
• ,AN9ATAR> " a per%& e&tr'ted t% 6a?e p%ee the pr%perty a&d he ha %6p."ed "th a..
the part"t"%& the re7'"re6e&t +%r a7'""t"e prer"pt"%&
• @he he"r are &%t b%'&d by the part"t"%& 6ade
ARTICLE 1?<! I& the part"t"%& %+ the etate3 e7'a."ty ha..
by the 6a&dat%ry$ @he he"r 6ay aept %r they
be %bered a +ar a p%"b.e3 d""d"&/ the pr%perty "&t%
6ay reet$ .%t3 %r a"/&"&/ t% eah %+ the %-he"r th"&/ %+ the a6e
• I& ae %+ %&+."t3 the %'rt 6ay ett.e the &at're3 7'a."ty a&d ?"&d$ (;0B;)
%&+."t
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 58/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
ARTICLE 1?<8! Sh%'.d a th"&/ be "&d"""b.e3 %r %'.d be
6'h "6pa"red by "t be"&/ d""ded3 "t 6ay be ad'd"ated t% SU"SECTION -
%&e %+ the he"r3 pr%"ded he ha.. pay the %ther the ee "& E##ecs o# Pariion
ah$
Neerthe.e3 "+ a&y %+ the he"r h%'.d de6a&d that the
ARTICLE 1?=1$ , part"t"%& .e/a..y 6ade %&+er 'p%& eah
th"&/ be %.d at p'b." a't"%& a&d that tra&/er be a..%ed
he"r the e.'"e %&erh"p %+ the pr%perty ad'd"ated t%
t% b"d3 th" 6't be d%&e$ (;0B2)
h"6$ (;0B8)
• N%te that "+ ee& ONE he"r h%'.d de6a&d a ARTICLE 1?=-! ,+ter the part"t"%& ha bee& 6ade3 the %-
p'b." a't"%&3 th" 6't be d%&e he"r ha.. be re"pr%a..y b%'&d t% arra&t the t"t.e t%3 a&d
the 7'a."ty %+3 eah pr%perty ad'd"ated$ (;0B9a)
ARTICLE 1?<7! I& the part"t"%& the %-he"r ha.. re"6b're
%&e a&%ther +%r the "&%6e a&d +r'"t h"h eah %&e %+ the6
6ay hae ree"ed +r%6 a&y pr%perty %+ the etate3 +%r a&y • >%r arra&ty a/a"&t e"t"%&
'e+'. a&d &eeary epe&e 6ade 'p%& 'h pr%perty3 a&d t% be e&+%reab.e3 "t " e&%'/h that there be a
+%r a&y da6a/e theret% thr%'/h 6a."e %r &e/.et$ (;0B=) b'rde& %r e&'6bra&e that 6't be repeted$
It " &%t &eeary that the he"r be depr"ed +'..
Rei4urseen a%e 4' co@$eirs : %&erh"p
;$ I&%6e a&d +r'"t • E"t"%& here d%e &%t hae
2$ Ue+'. a&d &eeary epe&e t% be by +"&a. 'd/6e&t be+%re re%'re t% the
=$ 5a6a/e thr' 6a."e %r &e/.et arra&ty a& be %'/ht3 a .%&/ a &% he"r
%bet
ARTICLE 1?<<! Sh%'.d a&y %+ the he"r e.. h" hered"tary
r"/ht t% a tra&/er be+%re the part"t"%&3 a&y %r a.. %+ the %- E##ecs o# .ariion:
he"r 6ay be 'br%/ated t% the r"/ht %+ the p'rhaer by
re"6b'r"&/ h"6 +%r the pr"e %+ the a.e3 pr%"ded they d% %
1. O&e there " part"t"%&3 the he"r ".. be the
"th"& the per"%d %+ %&e 6%&th +r%6 the t"6e they ere e.'"e %&er %+ the th"&/ /"e& t% the6
&%t"+"ed "& r"t"&/ %+ the a.e by the e&d%r$ (;0BFa) %r de."ered t% the6 (,rt".e ;09;)
2. @here " a re"pr%a. a&d pr%p%rt"%&ate
• @h" art".e ta.? ab%'t LEGAL RE9E,PTION arra&ty (,rt".e ;092)
Reuisies #or $e e;ercise o# le/al re%e.ion2 ARTICLE 1?=0! @he re"pr%a. %b."/at"%& %+ arra&ty
re+erred t% "& the preed"&/ art".e ha.. be pr%p%rt"%&ate t%
;$ @here are t% %r 6%re he"r
the repet"e hered"tary hare %+ the %-he"r3 b't "+ a&y
2$ @here " a a.e %+ hered"tary r"/ht %&e %+ the6 h%'.d be "&%.e&t3 the %ther %-he"r ha.. be
• @here 6't be a a.e %r %ther ."ab.e +%r h" part "& the a6e pr%p%rt"%&3 ded't"&/ the part
%&er%' d"p%"t"%& %rrep%&d"&/ t% the %&e h% h%'.d be "&de6&"+"ed$
• @he a.e 6't be %.'&tary %r @h%e h% pay +%r the "&%.e&t he"r ha.. hae a r"/ht
%+ at"%& a/a"&t h"6 +%r re"6b're6e&t3 h%'.d h" +"&a&"a.
=$ +%red
@heab'yer
"& the6't
aebe
%+ aa.e %& ee't"%&
tra&/er %&d"t"%& "6pr%e$ (;0F;)
4$ @he a.e 6't be 6ade E>ORE
part"t"%& ARTICLE 1?=! ,& at"%& t% e&+%re the arra&ty a6%&/
$ ,t .eat %&e %-he"r 6't de6a&d %-he"r 6't be br%'/ht "th"& te& year +r%6 the date the
r"/ht %+ at"%& ar'e$ (&)
part"t"%&
• I+ a.. %+ the %+ the %-he"r • @he per"%d %+ eer"e %+ the
de6a&d part"t"%&3 they ha.. be a..%ed t% arra&ty " ;0 year
redee6 the pr%p%rt"%&ate hare perta"&"&/
t% the6 ARTICLE 1?=! I+ a red"t h%'.d be a"/&ed a
B$ @he de6a&d 6't be 6ade "th"& %&e %..et"b.e3 the %-he"r ha.. &%t be ."ab.e +%r the
6%&th +r%6 N%t"+"at"%& "& Wr"t"&/ 'be7'e&t "&%.e&y %+ the debt%r %+ the etate3 b't %&.y
7. @he rede6pt"%&er 6't re"6b're the +%r h" "&%.e&y at the t"6e the part"t"%& " 6ade$
pr"e %+ the a.e @he arra&ty %+ the %.e&y %+ the debt%r a& %&.y be
e&+%red d'r"&/ the +"e year +%..%"&/ the part"t"%&$
C%-he"r d% &%t arra&t bad debt3 "+ % ?&%& t%3 a&d
DENER, RUE: @he r"/ht %+ .e/a. rede6pt"%& " a aepted by3 the d"tr"b'tee$ 't "+ 'h debt are &%t
PERSON, RIDH@$ @hey a&&%t a"/& %r e.. th" r"/ht$ a"/&ed t% a %-he"r3 a&d h%'.d be %..eted3 "& h%.e %r "&
ECEP@ION: I+ the he"r h% a&t t% eer"e the r"/ht part3 the a6%'&t %..eted ha.. be d"tr"b'ted
%+ .e/a. rede6pt"%& d"e pr"%r t% the eer"e3 h" r"/ht pr%p%rt"%&ate.y a6%&/ the he"r$ (;0F2a)
6ay be tra&6"tted t% h" %& he"r$
• @h" " Warran' as o
ARTICLE 1?<=! @he t"t.e %+ a7'""t"%& %r %&erh"p %+ eah
Insolvenc'
pr%perty ha.. be de."ered t% the %-he"r t% h%6 a"d
pr%perty ha bee& ad'd"ated$ (;0Ba) • @here " a arra&ty %+
"&%.e&y pr%"ded that the debt%r a %.e&t
ARTICLE 1?=?! Whe& the t"t.e %6pr"e t% %r 6%re p"ee at the t"6e %+ the part"t"%&3 &%t .ater
%+ .a&d h"h hae bee& a"/&ed t% t% %r 6%re %-he"r3 %r • S'h arra&ty " /%%d +%r
he& "t %er %&e p"ee %+ .a&d h"h ha bee& d""ded year3 +%..%"&/ the date %+ part"t"%&
betee& t% %r 6%re %-he"r3 the t"t.e ha.. be de."ered t% • @here " &% arra&ty +%r bad
the %&e ha"&/ the .ar/et "&teret3 a&d a'the&t" %p"e %+
the t"t.e ha.. be +'r&"hed t% the %ther %-he"r at the epe&e debt$ ,& he"r aept the6 at h" %& r"?
%+ the etate$ I+ the "&teret %+ eah %-he"r h%'.d be the
a6e3 the %.det ha.. hae the t"t.e$ (;0BBa)
• L@"t.eM here re+er t% the
ARTICLE 1?=8! @he %b."/at"%& %+ arra&ty a6%&/ %-he"r
d%'6e&t e"de&"&/ the r"/ht %+ %&erh"p a&d ha.. eae "& the +%..%"&/ ae:
&%t t% the r"/ht "te.+ (;) Whe& the tetat%r h"6e.+ ha 6ade the part"t"%&3
'&.e "t appear3 %r "t 6ay be rea%&ab.y
Or%er o# .re#erence as o :$o ile s$all 4e pre'6ed3 that h" "&te&t"%& a %ther"e3 b't the
%elivere% i# soe .ro.eries reain un%ivi%e%2 .e/"t"6e ha.. a.ay re6a"& '&"6pa"red1
;$ @he %&e ha"&/ the .ar/et "&teret (2) Whe& "t ha bee& % epre.y t"p'.ated "& the
2$ I+ a.. %+ the6 hae the a6e "&teret3 the %.det he"r a/ree6e&t %+ part"t"%&3 '&.e there ha bee& bad +a"th1
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 59/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
(=) Whe& the e"t"%& " d'e t% a a'e 'be7'e&t t% the
part"t"%&3 %r ha bee& a'ed by the +a'.t %+ the ARTICLE 11?! , part"t"%& 6ade "th preter"t"%& %+ a&y %+
d"tr"b'tee %+ the pr%perty$ (;0F0a) the %6p'.%ry he"r ha.. &%t be re"&ded3 '&.e "t be
pr%ed that there a bad +a"th %r +ra'd %& the part %+ the
SU"SECTION 0 %ther per%& "&tereted1 b't the .atter ha.. be
Rescission an% Nulli' o# Pariion pr%p%rt"%&ate.y %b."/ed t% pay t% the per%& %6"tted the
hare h"h be.%&/ t% h"6$ (;080)
ARTICLE 1?=7! a
, part"t"%& 6ay be re"&ded %r a&&'..ed +%r • @h" "&%.e a preter"t"%& %+
the a6e a'e %&trat$ (;0F=a)
%6p'.%ry he"r3 &%t "& the "&t"t't"%&3 b't "& the
ARTICLE 1?=<! , part"t"%&3 'd""a. %r etra-'d""a.3 6ay
part"t"%& %+ %&e %r 6%re %bet"%&
a.% be re"&ded %& a%'&t %+ .e"%&3 he& a&y %&e %+ the • Preter"t"%& %+ a& %bet "& a
%-he"r ree"ed th"&/ h%e a.'e " .e3 by at .eat %&e- ".. /"e r"e t% 6"ed 'e"%&$ Preter"t"%& %+
+%'rth3 tha& the hare t% h"h he " e&t"t.ed3 %&"der"&/ the a& %bet "& the part"t"%& d%e &%t /"e r"e t%
a.'e %+ the th"&/ at the t"6e they ere ad'd"ated$ (;0F4a) re""%&$
ARTICLE 1?==! @he part"t"%& 6ade by the tetat%r a&&%t be DENER, RUE: S'h preter"t"%& "& the part"t"%& "..
"6p'/&ed %& the /r%'&d %+ .e"%&3 eept he& the .e/"t"6e %+ NO@ a'e re""%&$
the %6p'.%ry he"r " thereby pre'd"ed3 %r he& "t appear ECEP@ION: I+ there a
%r 6ay rea%&ab.y be pre'6ed3 that the "&te&t"%& %+ the ;$ >ra'd
tetat%r a %ther"e$ (;0F)
2$ ad +a"th
DENER,
"& a?"&/ RUE: I& %rder %&
+%r re""%& that that
the y%' 6ay
a%'&t be 't"+"ed
%+ .e"%&3 the ARTICLE 11?! , part"t"%& h"h "&.'de a per%&
be."eed t% be a& he"r3 b't h% " &%t3 ha.. be %"d %&.y "th
ded't"%& 6't at .eat be $ I+ "t " .e tha& 3 y%' repet t% 'h per%&$ (;08;a)
a& %&.y a? +%r a %6p.et"%&$
ECEP@ION: I+ the part"t"%& " 6ade by the @ES@,@OR3
ee& "+ the ded't"%& " .e tha& 3 y%' a&&%t a? +%r • @h" pea? %+ a& inrusion
re""%& o# a sran/er in $e .ariion
ECEP@ION @O @HE ECEP@ION: • @he part"t"%& "& th" ae "
;$ Whe& the .e/"t"6e %+ the %6p'.%ry he"r ha &%t %6p.ete.y %"d$
bee& "6pa"red$
• O&.y the part %rrep%&d"&/
2$ I+ the "&te&t %+ the tetat%r " +%r h" part"t"%& t%
t% the &%&-he"r " %"d$
be re"&ded h%'.d there be .e"%&
ARTICLE 11??! @he at"%& +%r re""%& %& a%'&t %+ .e"%&
ha.. prer"be a+ter +%'r year +r%6 the t"6e the part"t"%& a
6ade$ (;0FB)
• I+ br%'/ht a+ter 6%re tha& 4 year3 the
at"%& +%r re""%& ".. +a".
• @he 4-year per"%d be/"& t% r'& &%t
+r%6 the t"6e %+ the pr%et %+ part"t"%& b't +r%6
the t"6e there " %'rt appr%a.
ARTICLE 11?1! @he he"r h% " 'ed ha.. hae the %pt"%& %+
"&de6&"+y"&/ the p.a"&t"++ +%r the .%3 %r %&e&t"&/ t% a &e
part"t"%&$
I&de6&"ty 6ay be 6ade by pay6e&t "& ah %r by the
de."ery %+ a th"&/ %+ the a6e ?"&d a&d 7'a."ty a that
aarded t% the p.a"&t"++$
I+ a &e part"t"%& " 6ade3 "t ha.. a++et &e"ther th%e h%
hae &%t bee& pre'd"ed &%r th%e hae &%t ree"ed 6%re
tha& the"r 't hare$ (;0FFa)
• @he de+e&da&t he"r3 dep"te a pr%per
/r%'&d +%r re""%&3 " /"e& a& %pt"%&:
1. @% "&de6&"+y the p.a"&t"++ < @h" 6ay be
6ade by
• pay6e&t "& ah %r
• de."ery %+ the th"&/ %+ the a6e ?"&d$
2$ Ne part"t"%&
ARTICLE 11?-! ,& he"r h% ha a."e&ated the h%.e %r a
%&"derab.e part %+ the rea. pr%perty ad'd"ated t% h"6
a&&%t 6a"&ta"& a& at"%& +%r re""%& %& the /r%'&d %+
.e"%&3 b't he ha.. hae a r"/ht t% be "&de6&"+"ed "& ah$
(;0F8a)
• Re""%& re7'"re 6't'a.
ret"t't"%&
ARTICLE 11?0! @he %6""%& %+ %&e %r 6%re %bet %r
e'r"t"e %+ the "&her"ta&e ha.. &%t a'e the re""%& %+
the part"t"%& %& the /r%'&d %+ .e"%&3 b't the part"t"%& ha.. be
%6p.eted by the d"tr"b't"%& %+ the %bet %r e'r"t"e h"h
hae bee& %6"tted$ (;0F9a)
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 60/61
8/21/2019 WILLS - PARAS BOOK SUMMARY.pdf
SUCCESSION REVIEWER (4th Year : 2008-2009) Prepared
by: a!!"e #$ Sar%&a
S%'re * Re+ere&e: N%te %+ ,tty$ "e.a&"e Ya&/ya&/-Epe%1 et're %+ ,tty$ "e.a&"e Ya&/ya&/-Epe% (a tra&r"bed by % ,&&e e.tra&3
Ed"& ,&& '"er3 ar.a 5e.e3 Rey #ar O&d" a&d a!!"e Sar%&a)1 W".. a&d S'e"%& by Para
http://slidepdf.com/reader/full/wills-paras-book-summarypdf 61/61
You might also like
- Adonis Notes 2011Document169 pagesAdonis Notes 2011Ron GamboaNo ratings yet
- Peralta Doctrines FINALDocument53 pagesPeralta Doctrines FINALMaricel Caranto FriasNo ratings yet
- Pomoly Bar Reviewer Day 2 Am CivDocument111 pagesPomoly Bar Reviewer Day 2 Am CivRomeo RemotinNo ratings yet
- Pre Week Remedial LawDocument167 pagesPre Week Remedial LawLeizza Ni Gui Dula100% (2)
- Bank of Philippine Islands union dispute over absorbed employeesDocument32 pagesBank of Philippine Islands union dispute over absorbed employeesMaria Celiña PerezNo ratings yet
- Pomoly Bar Reviewer Day 2 PM EthicsDocument35 pagesPomoly Bar Reviewer Day 2 PM EthicsRomeo RemotinNo ratings yet
- Succession Reviewer Dean DelDocument60 pagesSuccession Reviewer Dean DelJames Francis VillanuevaNo ratings yet
- PALE 2nd Syllabus FullDocument190 pagesPALE 2nd Syllabus FullMary Therese Gabrielle EstiokoNo ratings yet
- Pomoly Bar Reviewer Day 2 PM RemDocument84 pagesPomoly Bar Reviewer Day 2 PM RemRomeo RemotinNo ratings yet
- San Beda Corporation Law ReviewerDocument29 pagesSan Beda Corporation Law ReviewerMuhammad FadelNo ratings yet
- Ust Golden Notes in Obligations and ContDocument57 pagesUst Golden Notes in Obligations and ContstoneNo ratings yet
- To Interfere With, Restrain or Coerce Employees in The Exercise of Their Right To Self-OrganizationDocument5 pagesTo Interfere With, Restrain or Coerce Employees in The Exercise of Their Right To Self-OrganizationprincessconsuelaNo ratings yet
- Remediallaw AlbanoDocument15 pagesRemediallaw AlbanoJosephine Dominguez RojasNo ratings yet
- CivproDocument188 pagesCivproCpreiiNo ratings yet
- MIDTERM CIVIL PROCEDURE CASES FROM WMSU LLB2A 2015Document77 pagesMIDTERM CIVIL PROCEDURE CASES FROM WMSU LLB2A 2015R-lheneFidelNo ratings yet
- Negotiable Instruments Law ReviewerDocument22 pagesNegotiable Instruments Law ReviewerEdwin VillaNo ratings yet
- Syllabus EvidenceDocument4 pagesSyllabus Evidencejudith_marie1012No ratings yet
- Remedial Tip by RianoDocument8 pagesRemedial Tip by RianoakjdkljfakljdkflNo ratings yet
- Civil ProcedureDocument1 pageCivil ProcedureSe'f BenitezNo ratings yet
- Commercial Law Memoryaid: Code of CommerceDocument46 pagesCommercial Law Memoryaid: Code of CommerceCliffordNo ratings yet
- PCU 2018 Labor Law ReviewerDocument78 pagesPCU 2018 Labor Law ReviewerSJ Limin100% (1)
- CRIMINAL LAW TIPSDocument54 pagesCRIMINAL LAW TIPSPaula GasparNo ratings yet
- 34-Tuazon v. Heirs of Bartolome Ramos G.R. No. 156262 July 14, 2005Document4 pages34-Tuazon v. Heirs of Bartolome Ramos G.R. No. 156262 July 14, 2005Jopan SJNo ratings yet
- Phil Trust v. GabineteDocument12 pagesPhil Trust v. GabineteVeah CaabayNo ratings yet
- Court of Appeals Upholds DAR Ruling on 716-Hectare Land DisputeDocument12 pagesCourt of Appeals Upholds DAR Ruling on 716-Hectare Land DisputeJei RomeNo ratings yet
- Accounting Obligations Review (Green Valley College Foundation, IncDocument16 pagesAccounting Obligations Review (Green Valley College Foundation, IncAJSINo ratings yet
- 2017 Bar QuestionsDocument49 pages2017 Bar QuestionsKimmy Yu100% (1)
- REVIEWER IN CRIMINAL PROCEDURE RULES 110 AND 111Document40 pagesREVIEWER IN CRIMINAL PROCEDURE RULES 110 AND 111Franz Dela CruzNo ratings yet
- Republic Act 11053 - New Anti Hazing LawDocument9 pagesRepublic Act 11053 - New Anti Hazing LawAnonymous WDEHEGxDhNo ratings yet
- Maintenance and Peace and Order Is A Police FunctionDocument39 pagesMaintenance and Peace and Order Is A Police FunctionFerdinand VillanuevaNo ratings yet
- Case 21-23 Digests Doctrines (Labor Law)Document14 pagesCase 21-23 Digests Doctrines (Labor Law)Aldrin LoyolaNo ratings yet
- LabrelDocument31 pagesLabrelhannahnueveNo ratings yet
- Sps Dacudao vs. Secretary of Justice GonzalesDocument11 pagesSps Dacudao vs. Secretary of Justice GonzalesaudreyracelaNo ratings yet
- Case DigestsDocument21 pagesCase DigestsMary Ann ChoaNo ratings yet
- MIAA vs COADocument58 pagesMIAA vs COAJasper Kim ArellanoNo ratings yet
- Lesson 2 TaxationDocument25 pagesLesson 2 TaxationGracielle EspirituNo ratings yet
- Doctrines in Labor RelationsDocument27 pagesDoctrines in Labor RelationsJoshua LaronNo ratings yet
- AUSL Bar Operations 2017 LMT Property EditedDocument6 pagesAUSL Bar Operations 2017 LMT Property EditedEron Roi Centina-gacutanNo ratings yet
- Cases in Remedial LawDocument187 pagesCases in Remedial LawMary Pretty Catherine ConsolacionNo ratings yet
- ADMU Taxation CasesDocument370 pagesADMU Taxation CasesAthena Valero0% (1)
- ANSW BAR QDocument15 pagesANSW BAR Qdave valcarcelNo ratings yet
- Labor Code Book FiveDocument34 pagesLabor Code Book Fivechow2k1No ratings yet
- Bungcayao SR Vs Port IlocandiaDocument8 pagesBungcayao SR Vs Port IlocandiaRollane ArceNo ratings yet
- ULP and Strike ProvisionsDocument66 pagesULP and Strike ProvisionsLeo Carlo CahanapNo ratings yet
- Case Doctrines On Rules 34, 35, 36, 37 and 40 To 45 Rule 34 Judgment On The Pleadings Rule 35 Summary Judgment Republic V. Shell Petroleum CorpDocument30 pagesCase Doctrines On Rules 34, 35, 36, 37 and 40 To 45 Rule 34 Judgment On The Pleadings Rule 35 Summary Judgment Republic V. Shell Petroleum CorpAngelica de LeonNo ratings yet
- CALO Vs ROLDANDocument2 pagesCALO Vs ROLDANLilibeth Dee GabuteroNo ratings yet
- Corporatation Law Doctrines UPDATEDDocument32 pagesCorporatation Law Doctrines UPDATEDMar Jan GuyNo ratings yet
- Evidence LSG Bar Ops ReviewerDocument39 pagesEvidence LSG Bar Ops Reviewercmv mendozaNo ratings yet
- SC ruling on rebellion cases still under deliberationDocument4 pagesSC ruling on rebellion cases still under deliberationNullumCrimen NullumPoena SineLegeNo ratings yet
- Constitutional Law 1 BarQsDocument5 pagesConstitutional Law 1 BarQsペラルタ ヴィンセントスティーブNo ratings yet
- Taxation Law II Estate Tax OverviewDocument4 pagesTaxation Law II Estate Tax OverviewJajang MimidNo ratings yet
- Civil Law Cases ReviewerDocument144 pagesCivil Law Cases ReviewerRomeo Glenn BongultoNo ratings yet
- Philippine Citizenship Laws ExplainedDocument5 pagesPhilippine Citizenship Laws Explainedaerosmith_julio6627No ratings yet
- Systems Plus Computer College Vs Caloocan CityDocument4 pagesSystems Plus Computer College Vs Caloocan CityRachelle DomingoNo ratings yet
- Petitioner.: - , Civil Case No.Document2 pagesPetitioner.: - , Civil Case No.lawlietkunNo ratings yet
- Print - Siliman Poli QnawDocument191 pagesPrint - Siliman Poli QnawbubblingbrookNo ratings yet
- 15 Progressive Development V QCDocument11 pages15 Progressive Development V QCrgtan3No ratings yet
- Perlas-Bernabe Cases SyllabusDocument682 pagesPerlas-Bernabe Cases SyllabusAll Blue100% (9)
- CLV On AgencyDocument42 pagesCLV On AgencyJune LesterNo ratings yet
- Marcela Rodelas V Aranza - Case DigestDocument1 pageMarcela Rodelas V Aranza - Case DigestMarjorie PorcinaNo ratings yet
- Judicial Affidavits - ComplaintDocument6 pagesJudicial Affidavits - ComplaintKate Zamora-MundanNo ratings yet
- Judicial Affidavits - ComplaintDocument6 pagesJudicial Affidavits - ComplaintKate Zamora-MundanNo ratings yet
- Question: What Is Money Laundering?Document19 pagesQuestion: What Is Money Laundering?Kate Zamora-MundanNo ratings yet
- CopyrightDocument19 pagesCopyrightKate Zamora-MundanNo ratings yet
- Patent Law BasicsDocument16 pagesPatent Law BasicsApostol GuiaNo ratings yet
- Intellectual Property Law-Utility Model and DesignDocument9 pagesIntellectual Property Law-Utility Model and DesignKate Zamora-MundanNo ratings yet
- Plastic RecyclingDocument15 pagesPlastic RecyclingKate Zamora-MundanNo ratings yet
- Wills & Succession - CASE DIGEST PDFDocument182 pagesWills & Succession - CASE DIGEST PDFLhuna Khem Traigo100% (1)
- Leris Online Step by StepDocument22 pagesLeris Online Step by StepPRC Board85% (13)
- RH021 Part 3 V 2Document7 pagesRH021 Part 3 V 2Huey VillanuevaNo ratings yet
