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Article 781: Inheritance Components An

CHAPTER 1 General Provisions individual's inheritance includes property,


rights, and obligations existing at the time
of death, as well as those acquired since
Article 774: Succession Definition the initiation of the succession.
Succession is the transfer of a person's
property, rights, and obligations to others
upon their death, either through a will or by Article 782: Heirs, Devisees, and
operation of law. Legatees

An heir is a person designated in a will or


Article 775: Decedent Terminology The by law to receive an inheritance. Devisees
term "decedent" refers to the person and legatees are individuals granted real
whose assets are transferred through and personal property gifts through a will,
succession, whether or not they left a will. respectively.
If a will exists, the decedent is also called
the testator.
CHAPTER 2

Article 776: Comprehensive Inheritance Testamentary Succession


Inheritance encompasses all the property,
rights, and obligations of a person that
persist after their death. SECTION 1

Wills

Article 777: Timing of Succession


Rights Succession rights are transferred
Article 785: Limits on Discretion Specific
from the moment of the decedent's death.
provisions regarding heirs, devisees, or
legatees, when mentioned by name,
cannot be left to the discretion of a third
Article 778: Types of Succession
party.
Succession can be testamentary (based
on a will), legal or intestate (by operation of
law), or mixed (combination of will and
Article 786: Third-Party Distribution A
operation of law).
testator can assign a third person to
distribute specific property or sums of
money to designated classes or causes.
Article 779: Testamentary Succession
Definition Testamentary succession
arises from the appointment of an heir in a
Article 787: Operational Testaments A
legally executed will.
testamentary disposition must not require
another person to decide its validity.

Article 780: Mixed Succession Mixed


succession involves a combination of will-
Article 788: Interpretation of
based and legal succession elements.
Dispositions
In case of doubt or different interpretations
of a testamentary disposition, the Article 795: Validity of Will Form The
interpretation favoring its operability is form's validity of a will depends on
preferred. compliance with the law in force at the time
of its creation.

Article 789: Correction of Mistakes


Imperfect descriptions or uncertainties in a
will can be corrected based on the context,
excluding oral declarations, with the SUBSECTION 2. Testamentary Capacity
intention determined from the words and and Intent
circumstances.

Article 796: Will-Making Eligibility Any


Article 790: Interpretation of Words person not expressly prohibited by law has
Words in a will are understood in their the right to make a will.
ordinary sense unless a clear intention to
use them differently is evident.
Article 797: Age Restriction Individuals
under eighteen years of age, regardless of
Article 791: Effectiveness of gender, are not allowed to make a will.
Expressions Interpretations that give
effect to every expression in a will are
preferred to those rendering any Article 798: Mental Fitness Requirement
expression inoperative, with a preference For a valid will, the testator must be of
for preventing intestacy. sound mind at the time of its execution.

Article 792: Invalidity of Dispositions Article 799: Definition of Sound Mind A


The invalidity of one disposition in a will testator doesn't need full possession of all
does not affect the validity of others, unless reasoning faculties; being able to
it is presumed the testator wouldn't have understand the estate, proper
made additional dispositions without the beneficiaries, and the nature of the
first one. testamentary act is sufficient for
soundness of mind.

Article 793: Property Acquired After Will


Property obtained after making a will Article 800: Presumption of Mental
passes only if the will expressly shows the Soundness The law presumes every
testator's intention to include such person to be of sound mind unless proven
property. otherwise. The burden of proof against the
testator's mental soundness rests on those
opposing the will's probate.
Article 794: Devise or Legacy Coverage
Devise or legacy encompasses the full
interest the testator could convey in the Article 801: Supervening Incapacity A
property unless the will indicates an intent subsequent incapacity does not invalidate
to convey a lesser interest. a valid will, nor does it validate the will of
an initially incapable person upon mute testators must personally read the
regaining capacity. will if able; otherwise, they shall designate
two persons to read and communicate its
contents.
Article 802: Independent Will-Making by
Married Women A married woman can
make a will without her husband's consent Article 808: Reading to Blind Testators
or court authorization. If the testator is blind, the will must be read
to them twice: first by a subscribing witness
and then by the notary public during
Article 803: Disposition of Property by acknowledgment.
Married Women Married women can
dispose of their separate property and their
share of conjugal or absolute community Article 809: Tolerance for Imperfections
property through a will without requiring Minor defects in attestation or language do
consent or court approval. not invalidate a will if it substantially
complies with the requirements of Article
805, provided there is no bad faith, forgery,
SUBSECTION 3. Forms of Wills fraud, or undue influence.

Article 804: Formal Requirements of Article 810: Holographic Will Definition


Wills Wills must be in writing and executed A holographic will, entirely written, dated,
in a language or dialect known to the and signed by the testator, is subject to no
testator. other form, may be made in or out of the
Philippines, and requires no witnesses.

Article 805: Subscription and


Attestation Requirements Wills, Article 811: Probate Requirements for
excluding holographic wills, must be Holographic Wills In probating a
subscribed by the testator or someone at holographic will, at least one witness must
their direction, attested by at least three declare knowledge of the testator's
credible witnesses in the presence of the handwriting and signature; in case of
testator and each other. Each page, except contestation, at least three such witnesses
the last, must be signed, and the are needed, or expert testimony may be
attestation must state specific details, used.
including the number of pages used.

Article 812: Validity of Dispositions in


Article 806: Notarization Requirement Holographic Wills Dispositions below the
All wills must be acknowledged before a holographic will's signature must be dated
notary public by the testator and witnesses, and signed by the testator to be valid as
with no obligation for the notary public to testamentary dispositions.
retain a copy or file it with the Clerk of
Court.
Article 813: Dating Dispositions in
Holographic Wills In a holographic will, if
Article 807: Special Provisions for Deaf some dispositions lack dates and the last
or Deaf-Mute Testators Deaf or deaf-
disposition is dated, the latter date
validates the preceding ones. SUBSECTION 4. - Witnesses to Wills

Article 814: Authentication of Changes Article 820: Witness Eligibility Any


in Holographic Wills Any addition, person of sound mind, aged eighteen or
cancellation, erasure, or alteration in a older, not blind, deaf, dumb, and able to
holographic will must be authenticated by read and write, may witness the execution
the testator's full signature. of a will under Article 805.

Article 815: Foreign-Made Wills by Article 821: Disqualified Witnesses The


Filipinos Filipinos in a foreign country may following individuals are disqualified from
make a will following that country's laws, being witnesses to a will: (1) those not
and such will may be probated in the domiciled in the Philippines, and (2) those
Philippines. convicted of falsification of a document,
perjury, or false testimony.

Article 816: Effect of Alien's Will Made


Abroad An alien's will made abroad is Article 822: Subsequent Incompetence
effective in the Philippines if it adheres to of Witnesses If witnesses are competent
the law of the place of residence or at the time of attesting the will, their
observes the formalities of the country of subsequent incompetence does not
origin or those prescribed by Philippine prevent the will's allowance.
law.

Article 823: Witness with Personal


Article 817: Foreign-Made Wills by Non- Interest If a witness stands to benefit from
Filipinos in the Philippines A will made in the will, the devised or legacy is void
the Philippines by a non-Filipino adhering concerning that witness unless three other
to their country's laws, and valid there, has competent witnesses also attest. The
the same effect as if executed according to interested witness remains admissible as if
Philippine laws. the provision had not been made.

Article 818: Prohibition of Joint Wills Article 824: Creditors as Witnesses


Two or more persons cannot make a will Creditors with a mere charge on the
jointly or in the same instrument for mutual testator's estate for debts at the time of
or third-party benefit. death can be competent witnesses to the
will.

Article 819: Invalidity of Prohibited


Foreign-Made Wills by Filipinos Wills SUBSECTION 5. Codicils and
prohibited by Article 818, executed by Incorporation by Reference
Filipinos in a foreign country, are not valid
in the Philippines, even if authorized by the
laws of the country of execution. Article 825: Codicil Definition A codicil is
a supplement or addition to a will, made
after the original will's execution,
explaining, adding to, or altering the wills, or (3) by burning, tearing, cancelling,
dispositions in the will. or obliterating the will in the testator's
presence, with his express direction. If
done by another person without the
Article 826: Execution of Codicils For a testator's direction, the will may still be
codicil to be effective, it must be executed valid if its contents, execution, and the
following the same formalities as a will. unauthorized destruction are established
according to the Rules of Court.

Article 827: Incorporation by Reference


For a document or paper referred to in a Article 831: Effect of Subsequent Wills
will to be considered part of the will, the Subsequent wills that do not expressly
following requisites must be met: (1) the revoke previous ones only annul
document exists at the will's execution, (2) inconsistent or contrary dispositions in
the will clearly describes and identifies the prior wills.
document, stating its number of pages, (3)
it's identified by clear and satisfactory
proof, and (4) it's signed by the testator and Article 832: Effect of Incapacity or
witnesses on each page, except for Renunciation A revocation made in a
voluminous books of account or subsequent will takes effect even if the new
inventories. will becomes inoperative due to the
incapacity or renunciation of the heirs,
devisees, or legatees designated in it.

SUBSECTION 6. Revocation of Wills


and Testamentary Dispositions Article 833: Nullity of Revocation Based
on False or Illegal Cause A revocation of
a will based on a false or illegal cause is
Article 828: Revocation of Wills A null and void.
testator can revoke a will at any time before
death, and any waiver or restriction of this
right is void. Article 834: Legal Effect of Illegitimate
Child's Recognition The recognition of an
illegitimate child in a will retains its legal
Article 829: Validity of Revocation effect even if the will is subsequently
Abroad A revocation of a will done outside revoked.
the Philippines by a person not domiciled
in the country is valid if done according to Top of Form
the law of the place where the will was
Bottom of Form
made or the law of the testator's domicile
at that time. If the revocation occurs in the
Philippines, it must comply with the
provisions of the Civil Code.
SUBSECTION 7. Republication and
Revival of Wills
Article 830: Ways of Revoking a Will A
will may be revoked in three ways: (1) by
implication of law, (2) by another will, Article 835: Republishing of
codicil, or writing executed as specified for Dispositions The testator cannot
republish, without reproducing in a
subsequent will, the dispositions contained Top of Form
in a previous one that is void in form.
Bottom of Form

Article 836: Republishing via Codicil


The execution of a codicil referring to a
previous will has the effect of republishing SECTION 2
the will as modified by the codicil.
Institution of Heir

Article 837: Revocation and Revival of


Wills If a testator, after making a will, Article 840: Institution of Heir Institution
creates a second will expressly revoking of heir is the act by which a testator
the first, the revocation of the second will designates in his will the person or persons
does not revive the first; only another will to succeed him in his property, rights, and
or codicil can revive the initial will. obligations.

SUBSECTION 8. Allowance and Article 841: Validity of Wills without Heir


Disallowance of Wills Institution A will is valid even without an
institution of an heir or if the institution
doesn't cover the entire estate. If the
Article 838: Allowance and person instituted doesn't accept or is
Disallowance of Wills No will shall pass incapacitated, the legal heirs inherit the
property unless proved and allowed remaining estate according to
according to the Rules of Court. The testamentary dispositions made in
testator, during his lifetime, may petition accordance with the law.
the court for will allowance, governed by
relevant Rules of Court. The Supreme
Court may formulate additional rules for will Article 842: Disposition by Testator A
allowance on the testator's petition. The person without compulsory heirs can
allowance of the will is conclusive as to its dispose of their entire estate to anyone
due execution, subject to the right of capable of succession. Those with
appeal. compulsory heirs can dispose of their
estate as long as they don't contravene
provisions regarding the legitime of their
Article 839: Grounds for Disallowance heirs.
of Wills A will shall be disallowed in cases
where: (1) formalities required by law are
not complied with; (2) the testator was Article 843: Designation of Heir The
insane or mentally incapable at the time of testator must designate the heir by name
execution; (3) it was executed under force, and surname. If the name is omitted but the
duress, fear, or threats; (4) it was procured designation is clear, the institution is valid.
by undue influence; (5) the testator's Errors in name, surname, or circumstances
signature was procured by fraud; (6) the won't void the institution if the person can
testator acted by mistake or did not intend be identified in other ways.
the instrument to be his will at the time of
signing.
Article 845: Disposition in Favor of Article 855: Share of Omitted Child The
Unknown Person A disposition in favor of share of an omitted child in a will is taken
an unknown person is void unless the first from the undesignated part of the
person's identity becomes certain. estate, and if insufficient, proportionally
Dispositions in favor of a definite class or from the shares of other compulsory heirs.
group of persons are valid.

Article 856: Rights Transmitted by


Article 846: Equal Inheritance for Heirs Omitted Heirs An omitted voluntary heir
without Designation Heirs instituted transmits nothing to their heirs. Omitted
without designated shares inherit equally. compulsory heirs, incapacitated
successors, and those who renounce the
inheritance transmit no rights to their heirs
Article 847: Individual and Collective unless expressly provided otherwise.
Institution Collectively designated heirs
are considered individually instituted
unless the testator's intention is clear.
SECTION 3

Article 848: Distribution among Half and Substitution of Heirs


Full Blood Siblings When testator
institutes both half and full-blood siblings,
the inheritance is distributed equally unless Article 857: Substitution Defined
a different intention appears. Substitution is the appointment of another
heir to enter into the inheritance if the
originally instituted heir is unable or
Article 849: Simultaneous Institution of unwilling.
Parent and Children If the testator calls a
person and their children to succession,
they are deemed instituted simultaneously. Article 858: Types of Substitution
Substitution of heirs may be simple, brief,
reciprocal, or fideicommissary.
Article 850: False Cause for Institution
A false cause for the institution of an heir is
disregarded unless it's shown that the Article 859: Designation of Substitutes
testator would not have made the The testator may appoint one or more
institution if aware of the falsity. persons to substitute the originally
instituted heir in case of death, refusal, or
incapacity. A simple substitution comprises
Article 854: Preterition of Compulsory these cases unless the testator states
Heirs Omission of compulsory heirs in the otherwise.
direct line annuls the institution of heir.
Devises and legacies are valid, but the
omitted heirs have the right of Article 860: Number of Substitutes Two
representation. or more persons can substitute one, and
one can substitute for two or more heirs.
Article 861: Reciprocal Substitution If
heirs with unequal shares are reciprocally Article 867: Ineffectual Provisions
substituted, the substitute acquires the Certain provisions are deemed ineffective,
share of the deceased, renouncing, or including fideicommissary substitutions not
incapacitated heir unless the testator made explicitly, perpetual or extended
intended otherwise. Multiple substitutes prohibitions on alienation, provisions for
share the substitution equally. successive income payments beyond
limits, and instructions for applying or
investing the hereditary property based on
Article 862: Charges and Conditions for secret instructions.
Substitutes The substitute is subject to
the same charges and conditions as the
instituted heir unless the testator specifies Article 868: Nullity of Fideicommissary
otherwise or the charges are personally Substitution The nullity of the
applicable only to the instituted heir. fideicommissary substitution does not
affect the validity of the first designated
heirs; the fideicommissary clause is simply
Article 863: Fideicommissary considered unwritten.
Substitution A fideicommissary
substitution entrusts the fiduciary with
preserving and transmitting the inheritance Article 869: Usufruct and Inheritance
to a second heir. It is valid within one Provision A provision granting the whole
degree from the originally instituted heir, or part of the inheritance to one person and
and both heirs must be alive at the the usufruct to another is valid. Successive
testator's death. usufruct provisions are subject to the rules
of Article 863.

Article 864: Legitime and


Fideicommissary Substitution Article 870: Inalienability Duration
Fideicommissary substitution cannot Provisions making the estate or part of it
burden the legitime. inalienable for more than twenty years are
void.

Article 865: Requirements for


Fideicommissary Substitution
Fideicommissary substitution must be SECTION 4
expressly made to be valid. The fiduciary
must deliver the inheritance to the second Conditional Testamentary Dispositions
heir with deductions limited to legitimate and Testamentary Dispositions With a
expenses, credits, and improvements, Term
unless the testator provides otherwise.

Article 871: Conditional Institution of


Article 866: Rights of the Second Heir Heir An heir may be instituted
The second heir acquires the right to the conditionally, for a specific purpose, or
succession from the testator's death, even cause.
if they die before the fiduciary. This right
passes to the second heir's heirs.
Article 872: Limitation on Charges,
Conditions, or Substitution for Article 878: Suspensive Term A
Legitimes The testator cannot impose disposition with a suspensive term doesn't
charges, conditions, or substitutions on prevent the heir from acquiring and
legitimes prescribed by the Code. If transmitting rights before the term's arrival.
imposed, they are considered not written.

Article 879: Negative Potestative


Article 873: Nullity of Impossible or Conditions If a negative potestative
Contrary Conditions Conditions condition is imposed, the heir complies by
impossible or contrary to law or good providing security against contravention,
customs are considered not imposed and promising to return whatever is received
do not prejudice the heir, regardless of the with its fruits and interests in case of
testator's provisions. violation.

Article 874: Absolute Condition against Article 880: Administration during


Marriage An absolute condition against Suspensive Conditions If the heir is
contracting marriage is considered not instituted under a suspensive condition or
written unless imposed on a widow or term, the estate is placed under
widower by the deceased spouse, administration until fulfillment or certainty
ascendants, or descendants. Usufruct, of non-fulfillment, or until the term's arrival.
allowances, or personal prestations may The same applies if the heir fails to provide
still be devised for the period of remaining the required security.
unmarried or in widowhood.

Article 881: Administration Rules The


Article 875: Void Dispositions on appointment, administration, and rights
Conditions of Making Provision in Wills and obligations of the administrator are
Any disposition conditioning the heir's governed by the Rules of Court.
provision in their will for the testator or
others is void.
Article 882: Object of Institution Not a
Condition Statements regarding the
Article 876: Potestative Conditions object of institution or the use of the
Potestative conditions must be fulfilled by property are not considered conditions
the heir upon learning of the testator's unless explicitly intended by the testator.
death, except when already fulfilled and The instituted heir or their heirs can claim
cannot be repeated. the bequest, provided they give security for
compliance and return of anything
received, along with its fruits and interests,
Article 877: Casual or Mixed Conditions if they disregard this obligation.
Casual or mixed conditions are fulfilled at
any time before or after the testator's
death, unless otherwise provided. If known Article 883: Analogous Fulfillment of
by the testator, the condition is deemed Conditions If an institution cannot take
fulfilled if it can no longer exist or be effect exactly as stated due to no fault of
fulfilled. the heir, it shall be fulfilled in a manner
most analogous and in conformity with the
testator's wishes. If the interested person The widow or widower.
prevents fulfillment without the heir's fault,
the condition is deemed fulfilled. Acknowledged natural children, natural
children by legal fiction, and other
illegitimate children as specified.
Article 884: Conditions Governed by Compulsory heirs from different
Conditional Obligation Rules Conditions categories do not exclude each other.
imposed by the testator on the heirs are
governed by rules established for
conditional obligations unless provided Article 888: Legitime of Legitimate
otherwise. Children and Descendants Legitime of
legitimate children and descendants is half
of the hereditary estate of each parent. The
Article 885: Validity of Designating remaining half can be freely disposed of by
Commencement or Cessation of Heir's the parents.
Effects The designation of the day or time
when the effects of an heir's institution shall
commence or cease is valid. In both cases, Article 889: Legitime of Legitimate
the legal heir is considered called to the Parents or Ascendants Legitime of
succession until the period arrives or legitimate parents or ascendants is half of
expires. In the first case, the legal heir does their children's or descendants' hereditary
not enter into possession until sufficient estate. The other half can be freely
security is given with the intervention of the disposed of by the children or
instituted heir. descendants.

Article 890: Division of Legitime for


Legitimate Parents Legitime reserved for
SECTION 5
legitimate parents is divided equally
Legitime between them. If one parent is deceased,
the entire share passes to the surviving
parent. If there are no parents but
Article 886: Legitime Legitime is the ascendants of equal degree, it is divided
portion of the testator's property that equally. If ascendants are of different
cannot be freely disposed of, reserved by degrees, it pertains to the nearest ones.
law for certain compulsory heirs.

Article 891: Reservation of Property


Article 887: Compulsory Heirs Acquired Gratuitously An ascendant
Compulsory heirs include: inheriting property acquired gratuitously by
a descendant is obliged to reserve it for
relatives within the third degree of the line
from which the property came.
Legitimate children and descendants.

Legitimate parents and ascendants if


there are no legitimate children or Article 892: Legitime of Surviving
descendants. Spouse with Legitimate Children If
there's one legitimate child or descendant,
the surviving spouse is entitled to one- surviving spouse is equal to the legitime of
fourth of the hereditary estate. If there are legitimate children.
two or more, the surviving spouse gets a
portion equal to each legitimate child's
legitime. Article 898: Legitime of Surviving
Spouse with Different Illegitimate
Children If the surviving spouse lives with
Article 893: Legitime of Surviving legitimate children and illegitimate children
Spouse with Legitimate Ascendants If other than acknowledged natural or legally
the testator leaves no legitimate fictitious, the share remains the same as in
descendants but legitimate ascendants, the preceding article.
the surviving spouse is entitled to one-
fourth of the hereditary estate.
Article 899: Legitime of Surviving
Spouse with Illegitimate Children and
Article 894: Legitime of Surviving Ascendants When the surviving spouse
Spouse with Illegitimate Children If there coexists with legitimate parents and
are illegitimate children, the surviving illegitimate children, the surviving spouse
spouse gets one-third, and illegitimate gets one-eighth from the free portion, and
children receive another third. The illegitimate children receive one-fourth
remaining third is at the testator's free from the disposable portion. The testator
disposal. freely disposes of the remaining one-
eighth.

Article 895: Legitime of Illegitimate


Children Legitime of acknowledged Article 900: Sole Survivor - Surviving
natural children and natural children by Spouse's Legitime If the only survivor is
legal fiction is half of the legitime of the widow or widower, they get half of the
legitimate children. Other illegitimate hereditary estate, and the testator may
children's legitime is four-fifths of freely dispose of the other half. If the
acknowledged natural children's legitime, marriage occurred in articulo mortis, the
taken from the testator's free portion, but surviving spouse's legitime is one-third
not exceeding it. unless they lived as husband and wife for
over five years, in which case, the legitime
is as specified earlier.
Article 896: Legitime of Illegitimate
Children with Legitimate Parents
Illegitimate children surviving with Article 901: Illegitimate Children as Sole
legitimate parents are entitled to one-fourth Heirs When the testator dies leaving only
of the hereditary estate from the testator's illegitimate children, they are entitled to half
free portion. of the hereditary estate, and the remaining
half is freely disposed of by the testator.

Article 897: Legitime of Surviving


Spouse with Various Children If the Article 902: Transmission of Rights of
surviving spouse coexists with legitimate Illegitimate Children Rights of illegitimate
children and acknowledged natural or children, as mentioned in the preceding
legally fictitious children, the share of the articles, are transmitted upon their death to
their descendants, whether legitimate or
illegitimate. Article 908: Determination of Legitime
To determine the legitime, the net value of
the property left at the testator's death,
Article 903: Legitime of Parents with No deducting debts and charges, is
Surviving Heirs If the parents have an considered. The value of donations subject
illegitimate child, the parents' legitime is to collation made by the testator is added
half of the hereditary estate if the child to this net value.
leaves no legitimate descendants,
surviving spouse, or illegitimate children. If
only legitimate or illegitimate children are Article 909: Charging Donations to
left, the parents have no legitime. If the Legitime Donations given to children are
surviving spouse coexists with parents of charged to their legitime. Donations to
the illegitimate child, each is entitled to strangers are charged to the disposable
one-fourth of the hereditary estate. portion. Inofficious or excessive donations
are reduced according to the Code.

Article 904: Protection of Compulsory


Heirs Testators cannot deprive Article 910: Charging Illegitimate
compulsory heirs of their legitime, impose Children's Donations Donations received
burdens or conditions, except as expressly by an illegitimate child during the lifetime of
specified by law. their parent are charged to their legitime,
and if exceeding the disposable portion,
they are reduced according to the Code.
Article 905: Void Renunciation or
Compromise of Legitime Renunciation or
compromise regarding future legitime Article 911: Reduction of Testamentary
between the person owing it and Dispositions After determining the
compulsory heirs is void. Compulsory heirs legitime, reductions are made as follows:
can claim the legitime upon the person's
death, but they must bring to collation any
received amounts. Donations are respected as long as
legitime can be covered, reducing or
annulling devises or legacies.
Article 906: Satisfaction of Legitime Any
compulsory heir receiving less than their Reduction of devises or legacies is pro
legitime by any title may demand the full rata without distinction.
satisfaction of their legitime.
If a devise or legacy is a usufruct or life
annuity, the compulsory heirs may
choose compliance or deliver the part
Article 907: Reduction of Testamentary
of the inheritance of which the testator
Dispositions Testamentary dispositions
could freely dispose.
that diminish or impair the legitime of
compulsory heirs can be reduced upon the
heirs' petition if they are inofficious or
Article 912: Devise Subject to
excessive.
Reduction - Real Property If the devise
subject to reduction is real property that
can't be divided conveniently, it goes to the
devisee if the reduction doesn't absorb half
its value. Otherwise, it goes to the
compulsory heirs, with reimbursement Article 918: Effects of Disinheritance
between them. Without Specification or Unproven
Cause Disinheritance without specifying
the cause or for an unproven cause annuls
Article 913: Public Auction of Undivided the institution of heirs only to the extent it
Property If heirs or devisees don't choose prejudices the disinherited person. Devise,
the rights granted in the previous article, legacies, and other testamentary
any heir or devisee without such right may dispositions remain valid to the extent they
exercise it. If not used, the property is sold don't impair the legitime.
at public auction at the request of any
interested party.
Article 919: Causes for Disinheritance
of Children and Descendants Sufficient
Article 914: Freedom of Testator to causes for disinheritance of children and
Devise Free Portion The testator may descendants, whether legitimate or
freely devise the free portion as deemed illegitimate, include:
fit.**

Top of Form Attempt against the life of the testator


or family members.
Bottom of Form
False accusation of a crime punishable
by six or more years of imprisonment.

SECTION 6 Conviction of adultery or concubinage


with the testator's spouse.
Disinheritance
Causing the testator to make or change
a will through fraud, violence,
Article 915: Deprivation of Legitime intimidation, or undue influence.
Through Disinheritance A compulsory
Unjustifiable refusal to support the
heir may be deprived of their legitime
disinheriting parent or ascendant.
through disinheritance, but only for causes
expressly stated by law.
Maltreatment of the testator by the child
or descendant.

Article 916: Disinheritance through Will Leading a dishonorable or disgraceful


Disinheritance can only be done through a life.
will, and the legal cause must be specified
in the will. Conviction of a crime resulting in civil
interdiction.

Article 917: Burden of Proof for


Disinheritance The burden of proving the Article 920: Causes for Disinheritance
truth of the cause for disinheritance falls of Parents or Ascendants Sufficient
upon the other heirs if the disinherited heir causes for disinheritance of parents or
denies it. ascendants, whether legitimate or
illegitimate, include reasons similar to
those for disinheriting children, along with Unjustifiable refusal to support children or
specific reasons like: the other spouse.

Abandonment of children or inducing Article 922: Subsequent Reconciliation


daughters to lead a corrupt life. Nullifies Disinheritance A subsequent
reconciliation between the offender and the
Loss of parental authority for specified offended person nullifies the right to
reasons. disinherit and renders any previous
disinheritance ineffective.
Attempt against the life of the testator or
family members.
Article 923: Rights of Disinherited
False accusation of a crime punishable by Person's Children and Descendants
six or more years of imprisonment. Children and descendants of a disinherited
person take their place and preserve the
Conviction of adultery or concubinage with
rights of compulsory heirs concerning the
the testator's spouse.
legitime. However, the disinherited parent
Causing the testator to make or change a does not have the usufruct or
will through fraud, violence, intimidation, or administration of the property constituting
undue influence. the legitime.**

Unjustifiable refusal to support children or


descendants.
SECTION 7
Attempt by one parent against the life of the
other unless there is reconciliation. Legacies and Devises

Article 921: Causes for Disinheritance Article 924: Bequeathing Things and
of Spouse Sufficient causes for Rights All things and rights within the
disinheriting a spouse include: commerce of man can be bequeathed or
devised.

Conviction of an attempt against the life of


the testator or family members. Article 925: Charging Legatees and
Devisees A testator may charge not only
False accusation of a crime punishable by his compulsory heirs but also legatees and
six or more years of imprisonment. devisees with legacies and devises.
Legatees and devisees are liable for the
Causing the testator to make or change a
charge only to the extent of the value of the
will through fraud, violence, intimidation, or
legacy or devise received by them.
undue influence.
Compulsory heirs are liable only up to the
amount of the free portion given to them.
Giving cause for legal separation.

Giving grounds for the loss of parental


authority. Article 926: Liability for Legacy or
Devise Charges If the testator charges
one heir with a legacy or devise, that heir
alone is bound. If no specific heir is Article 932: Legacy or Devise of Thing
charged, all heirs are liable in the Already Belonging to Legatee The
proportion in which they inherit. legacy or devise of a thing that already
belonged to the legatee at the time of the
will's execution is ineffective, even if others
Article 927: Solidary Liability for Loss or have an interest in it. An explicit order for
Destruction If two or more heirs take the thing to be freed from such interest
possession of the estate, they are solidarily makes the legacy or devise valid to that
liable for the loss or destruction of a thing extent.
devised or bequeathed, even if only one of
them is negligent.
Article 933: Legacy of Thing Already
Belonging to Legatee If the bequeathed
Article 928: Liability in Case of Eviction thing already belonged to the legatee at the
The heir who is bound to deliver the legacy time of the will's execution, the legacy or
or devise is liable in case of eviction, devise is without effect, even if later
especially when the thing is indeterminate alienated. If acquired gratuitously
and indicated only by its kind. afterward, the legatee cannot claim
anything. If acquired onerously, the legatee
can demand reimbursement.
Article 929: Legacy or Devise of
Indeterminate Thing If the testator, heir,
or legatee owns only a part or interest in Article 934: Legacy of Pledged or
the bequeathed thing, the legacy or devise Mortgaged Thing If the bequeathed thing
is limited to that part or interest unless the is pledged or mortgaged to secure a
testator explicitly gives the entire thing. recoverable debt before or after the will's
execution, the estate is obliged to pay the
debt, unless a contrary intention appears.
Article 930: Legacy of Thing Belonging Other charges with which the thing is
to Another Person The legacy or devise burdened also pass to the legatee or
of a thing belonging to another person is devisee.
void if the testator erroneously believed it
belonged to him. However, if the
bequeathed thing later becomes the Article 935: Legacy of Credit or Debt
testator's property, the disposition takes Release A legacy of a credit or the
effect. remission or release of a debt is effective
only regarding the part existing at the time
of the testator's death. The estate complies
Article 931: Acquiring a Thing Ordered with the legacy by assigning rights of action
to be Acquired If the testator orders the against the debtor or providing an
acquisition of a thing belonging to another acquittance if requested. The legacy
for a legatee or devisee, the heir or estate includes all interests due at the testator's
must acquire it. If the owner refuses to sell death.
or demands an excessive price, the heir or
estate is only obliged to pay the just value.
Article 936: Lapse of Legacy in Case of
Action Against Debtor The legacy
referred to in the previous article lapses if
the testator, after making it, brings an devise of indeterminate real property is
action against the debtor for payment, valid only if there is immovable property of
even if payment hasn't occurred by the its kind in the estate. The executor or
time of the testator's death. The legacy to administrator has the right of choice and
the debtor of a pledged thing only must comply with the legacy by delivering
discharges the right of pledge. a thing of neither inferior nor superior
quality.

Article 937: Generic Legacy of Release


or Remission of Debts A generic legacy Article 942: Right of Choice Expressly
of the release or remission of debts Left If the testator expressly leaves the
includes those existing at the time of the right of choice to the heir, legatee, or
will's execution, excluding subsequent devisee, they may give or choose
ones. whichever they prefer.

Article 938: Legacy or Devise to Article 943: Passing of Right of Choice


Creditor A legacy or devise made to a If the heir, legatee, or devisee cannot make
creditor shall not be applied to his credit the choice, the right passes to their heirs,
unless expressly declared by the testator. but a choice once made is irrevocable.
The creditor has the right to collect any
excess over the credit, legacy, or devise.
Article 944: Duration of Legacies for
Education and Support A legacy for
Article 939: Testator's Order to Pay education lasts until the legatee reaches
What He Believes He Owes If the testator the age of majority or finishes a course
orders the payment of what he believes he diligently. A legacy for support lasts during
owes but does not, the disposition is the legatee's lifetime if the testator has not
considered not written. If more than the provided otherwise. The amount of these
specified debt amount is ordered paid, the legacies is determined based on social
excess is not due unless a contrary standing, circumstances of the legatee,
intention appears. These provisions do not and the value of the estate.
affect the fulfillment of natural obligations.

Article 945: First Installment of


Article 940: Alternative Legacies or Periodical Pension For periodical
Devises In alternative legacies or devises, pensions or certain annual, monthly, or
the choice is presumed to be left to the heir, weekly amounts, the legatee may petition
executor, or administrator. If the heir, the court for the first installment upon the
legatee, or devisee with the choice dies testator's death and subsequent ones at
before making it, the right passes to their the beginning of each period.
respective heirs. Once made, the choice is
irrevocable.
Article 946: Respect for Usufruct in
Bequeathed Thing If the bequeathed
Article 941: Validity of Generic Personal thing is subject to usufruct, the legatee or
Property Legacy A legacy of generic devisee must respect the right until it is
personal property is valid even if there are legally extinguished.
no things of the same kind in the estate. A
thing shall be delivered with all its
Article 947: Acquisition of Rights by accessories and in the condition it was
Legatee or Devisee The legatee or upon the testator's death.
devisee acquires the right to pure and
simple legacies or devises from the death
of the testator, transmitting it to their heirs. Article 952: Delivery of Thing
Bequeathed The heir, charged with a
legacy or devise, or the executor or
Article 948: Ownership of Specific and administrator, must deliver the actual thing
Determinate Thing If the legacy or devise bequeathed if possible. Payment of its
is of a specific and determinate thing value is insufficient unless delivery is
belonging to the testator, the legatee or impossible. Legacies of money must be
devisee acquires ownership upon the paid in cash, even if the heir or estate has
testator's death. They bear the risk of loss none. Delivery expenses are borne by the
or deterioration from the testator's death, heir or estate, without prejudice to the
benefiting from any increase or legitime.
improvement.

Article 953: Legatee or Devisee's


Article 949: Fruits and Interests for Request for Delivery The legatee or
Generic or Quantity Legacy If the devisee cannot take possession of the
bequeathed thing is generic or of a thing bequeathed on their own authority
quantity, its fruits and interests from the but must request its delivery from the heir,
time of the testator's death pertain to the executor, or administrator, authorized by
legatee or devisee if expressly ordered by the court if needed.
the testator.

Article 954: Acceptance or Repudiation


Article 950: Priority of Payment for of Part of Legacy The legatee or devisee
Legacies If the estate is insufficient to cannot accept part of the legacy and
cover all legacies, payment is made in the repudiate the rest if the latter is onerous. If
following order: the legatee dies before acceptance, some
of the heirs may accept, and others may
repudiate their respective shares.
Remuneratory legacies

Legacies declared preferential by the Article 955: Renunciation of Onerous


testator Legacy A legatee or devisee of two
legacies or devises, one onerous, cannot
Legacies for support
renounce the onerous one and accept the
Legacies for education other. If both are onerous or gratuitous, the
legatee may accept or renounce both or
Legacies of a specific determinate thing either. If the testator intended
inseparability, the legatee must accept or
All others pro rata renounce both. A compulsory heir who is
also a legatee or devisee may waive the
inheritance and accept the legacy or
Article 951: Delivery of Bequeathed devise, or renounce the latter and accept
Thing with Accessories The bequeathed the former.
CHAPTER 3
Article 956: Legacy or Devise Lapsing If
the legatee or devisee cannot or is Legal or Intestate Succession
unwilling to accept, or if the legacy or
devise becomes ineffective, it merges into
the mass of the estate, except in cases of SECTION 1
substitution and the right of accretion.
General Provisions

Article 957: Legacy or Devise Without


Article 961: Vesting of Inheritance in
Effect The legacy or devise is without
Default of Testamentary Heirs In the
effect if:
absence of testamentary heirs, the law
vests the inheritance in the legitimate and
illegitimate relatives of the deceased, the
The testator transforms the thing in
surviving spouse, and the State. The rules
such a manner that it loses its form or
for this vesting are set forth in the
denomination.
subsequent articles.
The testator alienates the thing or any
part thereof, unless the reacquisition is
due to the right of repurchase. Article 962: Order of Inheritance

The bequeathed thing is totally lost


during the testator's lifetime or after his In every inheritance, the relative nearest in
death without the heir's fault. The degree excludes more distant relatives.
person responsible for paying the
legacy or devise is liable for eviction if The order of inheritance is as follows:
the thing was indeterminate.
Legitimate children and descendants.

Legitimate parents and ascendants.


Article 958: Mistake in the Name of the
Thing Bequeathed A mistake in the name Illegitimate children and descendants.
of the thing bequeathed is inconsequential
if it's possible to identify the thing the Surviving spouse.
testator intended to bequeath.
Illegitimate parents.

Brothers and sisters, whether legitimate or


Article 959: Disposition in Favor of
illegitimate.
Testator's Relatives A disposition in
general terms in favor of the testator's
Nephews and nieces, whether legitimate or
relatives is understood to be in favor of
illegitimate.
those nearest in degree.**
Other collateral relatives within the fifth
Top of Form
degree, whether legitimate or illegitimate.
Bottom of Form
The State, in default of any of the above-
mentioned relatives.
Relatives in the same degree inherit in Article 966: Counting Degrees in the
equal shares, subject to rules regarding Line
relatives of the full and half blood and
division between paternal and maternal
lines. The right of representation applies In the line, as many degrees are counted
when appropriate. as there are generations or persons,
excluding the progenitor.

SUBSECTION 1. Relationship In the direct line, ascent is made to the


common ancestor, counting one degree for
each generation.
Article 963: Determination of Proximity
of Relationship In the collateral line, ascent is made to the
common ancestor, and then descent is
made to the person with whom the
The proximity of relationship is determined computation is to be made.
by the number of generations, and each
generation forms a degree.
Article 967: Full and Half Blood
Relationship
Article 964: Formation of Lines

Full blood relationship exists between


A series of degrees forms a line, which can persons who share the same father and
be direct or collateral. the same mother.

A direct line consists of the series of Half blood relationship exists between
degrees among ascendants and persons who have the same father but not
descendants. the same mother, or the same mother but
not the same father.
A collateral line consists of the series of
degrees among persons who are not
ascendants and descendants but share a Article 968: Accrual of Portion in Case
common ancestor. of Repudiation

Article 965: Types of Direct Line If there are several relatives of the same
degree, and one or some of them are
unwilling or incapacitated to succeed, their
The direct line can be either descending or portion shall accrue to the others of the
ascending. same degree, except for the right of
representation.
The descending direct line connects the
head of the family with those who descend
from him. Article 969: Inheritance Repudiation
and Succession
The ascending direct line binds a person
with those from whom he descends.
If the inheritance is repudiated by the Article 973: Conditions for
nearest relative, or by all the nearest Representation
relatives called by law to succeed, those of
the following degree shall inherit in their
own right and cannot represent the person For representation to take place, the
or persons repudiating the inheritance. representative must be capable of
succeeding the decedent.

SUBSECTION 2. Right of
Representation Article 974: Division of Estate in
Representation

Article 970: Nature of Representation


In cases of succession by representation,
the division of the estate is made per
Representation is a legal fiction that raises stirpes. The representatives inherit only
the representative to the place and degree what the person they represent would
of the person represented, granting them inherit if alive or capable of inheriting.
the rights the latter would have if alive or
capable of inheriting.
Article 975: Representation Among
Children of Brothers or Sisters
Article 971: Representative Called by
Law
When children of one or more brothers or
sisters of the deceased survive, they inherit
Representation is a right created by law, by representation if they survive with their
and the representative is called to the uncles or aunts. If they alone survive, they
succession by the law, not by the person inherit in equal portions.
represented. The representative succeeds
the one whom the person represented
would have succeeded. Article 976: Representation Despite
Renunciation

Article 972: Scope of Representation


A person may represent the one whose
inheritance they have renounced.
The right of representation occurs in the
direct descending line but never in the
ascending line. Article 977: Exclusion of
Representation for Repudiating Heirs
In the collateral line, representation occurs
only in favor of the children of brothers or
sisters, whether they are of the full or half Heirs who repudiate their share may not be
blood. represented.
right, and the latter inherit by right of
representation.

SECTION 2
Article 982: Inheritance of
Order of Intestate Succession Grandchildren and Other Descendants

SUBSECTION 1. Descending Direct Line Grandchildren and other descendants


inherit by right of representation. If a
descendant has died, leaving several
Article 978: Order of Succession heirs, the portion belonging to them is
divided equally.

Succession occurs first in the descending


direct line. Article 983: Shares of Illegitimate
Children

Article 979: Succession of Legitimate


Children and Their Descendants If illegitimate children survive with
legitimate children, the shares of the
former are determined by the proportions
Legitimate children and their descendants prescribed in Article 895.
succeed the parents and other ascendants
without distinction as to sex or age, even if
they come from different marriages. Article 984: Inheritance in Case of Death
of Adopted Child
Adopted children inherit from the adopting
parents in the same manner as legitimate
children. In case of the death of an adopted child,
leaving no children or descendants, their
legal heirs are their parents and relatives
Article 980: Equal Inheritance Among by consanguinity (blood relation) and not
Children by adoption.

The children of the deceased inherit from SUBSECTION 2. Ascending Direct Line
him in their own right, dividing the
inheritance equally.
Article 985: Inheritance in the Absence
of Legitimate Children and
Article 981: Inheritance in Presence of Descendants
Descendants of Deceased Children

If there are no legitimate children and


If children of the deceased and descendants of the deceased, his parents
descendants of other children who are and ascendants shall inherit from him, and
dead survive, the former inherit in their own collateral relatives are excluded.
Article 986: Equal Inheritance of Father If illegitimate children survive along with
and Mother descendants of another illegitimate child
who is deceased, the surviving illegitimate
children shall inherit in their own right, and
If both the father and mother are living, they the descendants of the deceased
shall inherit in equal shares. illegitimate child shall inherit by right of
representation.
If only one of them survives, he or she shall
inherit the entire estate of the child.
Article 990: Transmission of Hereditary
Rights to Descendants of Illegitimate
Article 987: Inheritance in the Absence Children
of Father and Mother

The hereditary rights granted to illegitimate


If the father and mother are not alive, the children in the preceding articles shall be
nearest ascendants shall inherit. transmitted to their descendants upon their
death. The descendants shall inherit by
If there is more than one ascendant of right of representation from their deceased
equal degree in the same line, they divide grandparent.
the inheritance per capita.

If there are ascendants of equal degree in


Article 991: Division of Inheritance
different lines, one-half goes to the
Between Legitimate Ascendants and
paternal ascendants, and the other half
Illegitimate Children
goes to the maternal ascendants. The
division is per capita within each line.

If legitimate ascendants are present,


illegitimate children shall divide the
inheritance with them, taking one-half of
SUBSECTION 3. Illegitimate Children the estate, regardless of the number of
ascendants or illegitimate children.

Article 988: Succession of Illegitimate


Children Article 992: No Right to Inherit Between
Illegitimate and Legitimate Children and
Relatives
In the absence of legitimate descendants
or ascendants, the entire estate of the
deceased shall be succeeded by Illegitimate children have no right to inherit
illegitimate children. ab intestato from the legitimate children
and relatives of their father or mother, and
vice versa.
Article 989: Succession of Illegitimate
Children with Descendants of Another
Illegitimate Child Article 993: Inheritance of Illegitimate
Child Without Issue
If an illegitimate child dies without If a widow or widower and legitimate
legitimate or illegitimate issue, the father or children or descendants exist, the surviving
mother shall succeed to the entire estate. spouse has the same share in the
succession as each of the children.
If both parents are living and the child's
filiation is duly proved for both, they shall
inherit equally. Article 997: Share of the Surviving
Spouse With Legitimate Parents or
Ascendants
Article 994: Inheritance in the Absence
of Father or Mother for Illegitimate Child
When the widow or widower survives with
legitimate parents or ascendants, the
In the absence of the father or mother, an surviving spouse is entitled to one-half of
illegitimate child shall be succeeded by the the estate, and the legitimate parents or
surviving spouse, who is entitled to the ascendants are entitled to the other half.
entire estate.

If the widow or widower survives along with Article 998: Share of the Surviving
brothers, sisters, nephews, and nieces, Spouse With Illegitimate Children
she or he shall inherit one-half, and the
latter shall inherit the other half.
If a widow or widower survives with
illegitimate children, the surviving spouse
is entitled to one-half of the inheritance,
SUBSECTION 4. Surviving Spouse and the illegitimate children or their
descendants (whether legitimate or
illegitimate) are entitled to the other half.
Article 995: Succession of the Surviving
Spouse in the Absence of Legitimate
and Illegitimate Descendants and Article 999: Share of the Surviving
Ascendants Spouse With Both Legitimate and
Illegitimate Children

In the absence of legitimate descendants


and ascendants, and illegitimate children When the widow or widower survives with
and their descendants (whether legitimate both legitimate children (or their
or illegitimate), the surviving spouse shall descendants) and illegitimate children (or
inherit the entire estate. This is without their descendants), the surviving spouse is
prejudice to the rights of brothers and entitled to the same share as that of a
sisters, nephews, and nieces under Article legitimate child.
1001.

Article 1000: Share of Legitimate


Article 996: Share of the Surviving Ascendants, Surviving Spouse, and
Spouse When Legitimate Children or Illegitimate Children
Descendants are Present
If legitimate ascendants, the surviving
spouse, and illegitimate children are If the only survivors are brothers and
present, the ascendants shall be entitled to sisters of the full blood, they shall inherit in
one-half of the inheritance. The other half equal shares.
is divided between the surviving spouse
and the illegitimate children, with the widow
or widower receiving one-fourth, and the Article 1005: Inheritance of Full Blood
illegitimate children receiving the other Siblings and Nephews/Nieces
fourth.

If brothers and sisters survive along with


Article 1001: Share of the Surviving nephews and nieces (children of the
Spouse With Brothers and Sisters or descendant's full-blood siblings), the
Their Children brothers and sisters inherit per capita, and
the nephews and nieces inherit per stirpes.

If brothers and sisters or their children


survive with the widow or widower, the Article 1006: Double Share for Full
latter is entitled to one-half of the Blood Siblings Compared to Half Blood
inheritance, and the brothers and sisters or Siblings
their children are entitled to the other half.

If full-blood siblings survive along with half-


Article 1002: Rights of Surviving blood siblings, the full-blood siblings are
Spouse in Case of Legal Separation entitled to a share double that of the half-
blood siblings.

In case of legal separation, if the surviving


spouse caused the separation, he or she Article 1007: Equal Inheritance for Half
shall not have the rights granted in the Blood Siblings
preceding articles.

If only half-blood siblings survive, some on


SUBSECTION 5: Collateral Relatives the father's side and some on the mother's
side, all shall inherit in equal shares without
distinction as to the origin of the property.
Article 1003: Succession of Collateral
Relatives
Article 1008: Inheritance of Children of
Half Blood Siblings
If there are no descendants, ascendants,
illegitimate children, or a surviving spouse,
the collateral relatives shall succeed to the Children of half-blood siblings shall
entire estate of the deceased. succeed per capita or per stirpes, following
the rules for full-blood siblings.

Article 1004: Equal Inheritance of Full


Blood Siblings
Article 1009: Succession of Other After the payment of debts and charges,
Collateral Relatives personal property shall be assigned to the
municipality or city where the deceased
last resided in the Philippines. Real estate
In the absence of brothers, sisters, and shall be assigned to the municipalities or
children of brothers or sisters, other cities, respectively, where it is situated.
collateral relatives shall succeed to the
estate. They shall inherit without distinction
of lines or preference based on the If the deceased never resided in the
relationship by the whole blood. Philippines, the entire estate shall be
assigned to the respective municipalities or
cities where the property is located.
Article 1010: Limitation on Collateral
Inheritance The assigned estate shall be for the benefit
of public schools, public charitable
institutions, and centers in the designated
The right to inherit ab intestato shall not municipalities or cities.
extend beyond the fifth degree of
relationship in the collateral line. The court shall distribute the estate based
on the respective needs of each
beneficiary, and, at the instance of an
interested party or on its own motion, may
SUBSECTION 6. The State
order the establishment of a permanent
trust so that only the income from the
property shall be used.
Article 1011: Inheritance by the State in
Default of Other Heirs

Article 1014: Rightful Claim to the


Estate by a Legal Heir
If there are no persons entitled to succeed
in accordance with the provisions of the
preceding sections, the State shall inherit
If a person legally entitled to the estate of
the entire estate.
the deceased appears and files a claim
with the court within five years from the
date the property was delivered to the
Article 1012: Procedure for State
State, that person shall be entitled to the
Inheritance
possession of the same. If the property has
been sold, the municipality or city shall be
accountable to the claimant for such part of
For the State to take possession of the
the proceeds that may not have been
property mentioned in the preceding
lawfully spent.
article, the relevant provisions of the Rules
of Court must be observed.

Article 1013: Assignment of Personal


and Real Property to Municipalities or
CHAPTER 4
Cities
Provisions Common to Testate and In legal succession, the share of the
Intestate Successions person repudiating the inheritance always
accrues to their co-heirs.

SECTION 1
Article 1019: Accretion among Heirs
Right of Accretion

Heirs to whom the portion accrues through


Article 1015: Accretion accretion take it in the same proportion as
their inheritance.

Definition: Accretion is a right wherein,


when two or more persons are called to the Article 1020: Rights and Obligations in
same inheritance, devise, or legacy, the Accretion
share of the person who renounces,
cannot receive, or dies before the testator
is added to that of the surviving co-heirs, Heirs to whom the inheritance accrues
co-devisees, or co-legatees. through accretion succeed to all the rights
and obligations of the heir who renounced
or could not receive it.
Article 1016: Conditions for Accretion in
Testamentary Succession
Article 1021: Accretion Among
Compulsory Heirs
Two or more persons must be called to the
same inheritance or portion pro indiviso.
Accretion among compulsory heirs occurs
One of the persons called must die before when the free portion is left to two or more
the testator, renounce the inheritance, or of them or to one of them and a stranger.
be incapacitated to receive it.
If the repudiated part is the legitime, other
co-heirs succeed to it in their own right, not
Article 1017: Exception to Exclusion of by accretion.
Accretion

Article 1022: Vacant Portion in


Terms like "one-half for each" or "in equal Testamentary Succession
shares" that don't specify a particular
property don't exclude the right of
accretion. Accretion can occur, especially In testamentary succession, when
with money or fungible goods if shares are accretion doesn't occur, the vacant portion
not earmarked. of instituted heirs, with no designated
substitute, passes to the legal heirs of the
testator with the same charges and
Article 1018: Accretion in Legal obligations.
Succession
Article 1023: Accretion Among
Devisees, Legatees, and Usufructuaries Incapacity to succeed includes specific
individuals (e.g., priests, witnesses),
associations, and corporations not
Accretion also takes place among permitted by law.
devisees, legatees, and usufructuaries
under the same conditions as heirs.
Article 1028: Application of Donation
Prohibitions to Testamentary
SECTION 2: Capacity to Succeed by Will Provisions
or by Intestacy

Prohibitions concerning donations inter


Article 1024: Capacity to Succeed vivos also apply to testamentary
provisions.

Persons not incapacitated by law may


succeed by will or intestacy. Incapacity by Article 1029: Bequest for Prayers and
will also applies to intestate succession. Pious Works

Article 1025: Criteria for Capacity to A bequest for prayers and pious works
Inherit without specifying its application will be
divided between the church or
denomination and the State for designated
To inherit, the heir, devisee, or legatee purposes.
must be living at the time the succession
opens.
Article 1030: Testamentary Provisions
A child conceived at the time of death is for the Poor
capable of inheriting if born under
conditions prescribed in Article 41.
Testamentary provisions for the poor are
deemed limited to those in the domicile of
Article 1026: Testamentary Disposition the testator unless the intention is clear
to Entities otherwise.

Testamentary disposition can be made to Article 1031: Testamentary Provisions


the State, provinces, municipalities, private for Disqualified Persons
corporations, organizations, or
associations for specified purposes.
A testamentary provision for a disqualified
Other entities may succeed under a will
person, even under the guise of an
unless their charter or laws restrict it.
onerous contract or through an
intermediary, is void.
Article 1027: Incapacity to Succeed
acting in good faith. Co-heirs have the right
Article 1032: Incapacity Due to to recover damages.
Unworthiness

Article 1037: Rights of the Excluded


Unworthiness includes parents who Unworthy Heir
abandoned their children, individuals
convicted of certain offenses, and those
who commit fraud or violence to influence The excluded unworthy heir has the right to
the testator. demand indemnity for expenses incurred in
preserving hereditary property and enforce
credits against the estate.
Article 1033: Effect of Testator's
Knowledge on Unworthiness
Article 1038: Obligation to Return
Hereditary Property
The cause of unworthiness is without effect
if the testator knew about it when making
the will or subsequently condoned it in A person incapable of succession who
writing. entered into possession of hereditary
property against prohibitions must return it
with its accessions, and is liable for fruits
Article 1034: Criteria for Judging and rents received.
Capacity

Article 1039: Governing Law for


Capacity to succeed is judged based on Capacity to Succeed
the heir's qualifications at the time of the
decedent's death.
Capacity to succeed is governed by the law
of the nation of the decedent.
Article 1035: Legitime Rights of
Excluded Persons
Article 1040: Time Limit for Actions on
Capacity to Succeed
If an excluded person is a child or
descendant of the decedent and has
children or descendants, they acquire the Actions for a declaration of incapacity and
right to the legitime. the recovery of inheritance must be
brought within five years from the time the
disqualified person took possession. Any
Article 1036: Validity of Alienations by interested party may bring the action.
the Excluded Heir

Alienations and acts of administration by


the excluded heir before the judicial order SECTION 3
of exclusion are valid against third parties
Acceptance and Repudiation of the Article 1045: Acceptance or
Inheritance Repudiation by Corporations, etc.

Article 1041: Acceptance or Representatives of qualified corporations,


Repudiation of Inheritance associations, institutions, and entities may
accept an inheritance. Repudiation
requires court approval.
The acceptance or repudiation of an
inheritance is a voluntary and free act.
Article 1046: Public Officials and
Inheritance
Article 1042: Retroactive Effects of
Acceptance or Repudiation
Public official establishments cannot
accept or repudiate an inheritance without
The effects of acceptance or repudiation government approval.
retroact to the moment of the decedent's
death.
Article 1047: Married Woman's Right to
Repudiate
Article 1043: Conditions for Acceptance
or Repudiation
A married woman of age can repudiate an
inheritance without her husband's consent.
Acceptance or repudiation is allowed only
when the person is certain about the death
of the decedent and their right to the Article 1048: Deaf-Mutes and
inheritance. Acceptance or Repudiation

Article 1044: Capacity to Accept or Deaf-mutes who can read and write may
Repudiate accept or repudiate personally or through
an agent. Guardians accept or repudiate
for those unable to read and write.
Any person with free disposal of property
may accept or repudiate an inheritance.
Article 1049: Express and Tacit
Inheritance left to minors or incapacitated Acceptance
persons may be accepted by parents or
guardians. Repudiation by parents or
guardians requires judicial authorization. Acceptance can be express or tacit.
Express acceptance must be in a public or
The right to accept an inheritance left to the private document. Tacit acceptance results
poor belongs to persons designated by the from acts implying intention to accept.
testator or, in default, those mentioned in
Article 1030.
Article 1050: Deemed Acceptance
Article 1055: Repudiation in Different
An inheritance is deemed accepted if the Capacities
heir sells, donates, assigns the right to a
stranger or co-heir, or if the heir renounces
it. Repudiation in one capacity (testamentary
heir) is understood as repudiation in both
Renunciation, even gratuitously, for the capacities. However, repudiating as an
benefit of co-heirs, or for a price in favor of intestate heir without knowing
all co-heirs, is considered acceptance. testamentary heir status allows later
acceptance as a testamentary heir.

Article 1051: Form of Repudiation


Article 1056: Irrevocability of
Acceptance or Repudiation
Repudiation must be made in a public or
authentic instrument or by petition to the
court overseeing testamentary or intestate Acceptance or repudiation is irrevocable
proceedings. and cannot be impugned, except for
causes vitiating consent or the appearance
of an unknown will.
Article 1052: Creditors and Repudiation

Article 1057: Notification to Court within


If an heir repudiates to the detriment of Thirty Days
creditors, the court may authorize creditors
to accept in the heir's name, benefiting only
to the extent of covering their credits. Within thirty days of a court's order for
estate distribution, heirs, devisees, and
legatees must notify the court if they accept
Article 1053: Transmission of Right to or repudiate the inheritance. Failure
Heirs implies acceptance.

If an heir dies without accepting or SECTION 4: Executors and


repudiating, the right is transmitted to their Administrators
heirs.

Article 1058: Governance by Rules of


Article 1054: Partial Acceptance or Court
Repudiation

Matters related to the appointment,


When several heirs are called to the same powers, and duties of executors and
inheritance, some may accept, and others administrators, as well as estate
may repudiate. administration, are governed by the Rules
of Court.
Article 1059: Preference of Credits in Property left by will is not subject to
Insufficient Assets collation unless the testator provided
otherwise.

If assets for paying debts are insufficient,


the preference of credits under articles Article 1064: Collation by Grandchildren
2239 to 2251 shall apply, with certain Representing Parents
expenses involving estate administration.

Grandchildren inheriting in representation


Article 1060: Appointment of of parents must bring to collation what their
Corporations as Executors parents would have been obliged to bring,
and what they received from the decedent
unless the will specifies otherwise.
A trust company conducting business in
the Philippines may be appointed as an
executor, administrator, guardian of an Article 1065: Exclusion of Donated
estate, or trustee. Property from Collation

SECTION 5: Collation Parents are not obliged to bring to collation


property donated by ascendants to their
children.
Article 1061: Compulsory Heir's
Obligation to Bring Property
Article 1066: Collation of Donations to
Spouses
Every compulsory heir succeeding with
others must bring into the estate any
property or right received from the Donations to the spouse of a child are not
decedent during the latter's lifetime brought to collation. If given jointly, the
through donation or other gratuitous title. child brings half to collation.

Article 1062: Exceptions to Collation Article 1067: Exceptions to Collation for


Certain Expenses

Collation doesn't occur if the donor


explicitly provided for it or if the donee Certain expenses for support, education,
repudiates unless the donation is reduced medical attendance, apprenticeship,
as inofficious. equipment, or customary gifts are not
subject to collation.

Article 1063: Will Provisions and


Collation Article 1068: Exceptions to Collation for
Professional Career Expenses
Expenses for a child's professional, The donee's share of the estate is reduced
vocational, or other career are not brought by the amount already received, and co-
to collation unless parents provide heirs receive an equivalent in property of
otherwise or if they impair the legitime. the same nature, class, and quality.

Article 1069: Collation of Sums Paid by Article 1074: Impracticable Reduction


Parents

If impracticable, the co-heirs


Sums paid by parents for their children's
debts, election expenses, fines, etc., shall Top of Form
be brought to collation.
Bottom of Form

Article 1070: Limitations on Reducing


Wedding Gifts SECTION 6: Partition and Distribution of
the Estate

Wedding gifts by parents and ascendants


SUBSECTION 1: Partition
are not reduced as inofficious unless
exceeding one-tenth of the sum disposable
by will. Article 1078: Common Ownership
before Partition

Article 1071: Assessment of Same


Donated Things The entire estate of the decedent is
initially owned in common by heirs before
partition, subject to the payment of debts.
Same donated things are not brought to
collation and partition, only their assessed
value at the time of donation. Article 1079: Definition of Partition

Article 1072: Collation of Donations by Partition is the separation, division, and


Both Parents assignment of a thing held in common
among those to whom it may belong. It can
involve dividing the thing itself or its value.
Collation of a donation made by both
parents involves bringing half to the
inheritance of the father and the other half Article 1080: Respect for Partition by
to that of the mother. Act Inter Vivos or Will

A partition of the estate by an act inter


Article 1073: Reduction of Donee's
vivos or by will is respected, provided it
Share
doesn't prejudice the legitime of
compulsory heirs. A parent may keep an
enterprise intact in the interest of the provisional until it's known the condition
family, ordering the legitime of other cannot be fulfilled.
children not assigned the property to be
paid in cash.
Article 1085: Equality in Partition

Article 1081: Mere Power to Partition by


Another Person Equality shall be observed in the
partition of the estate as much as possible,
dividing property into lots or assigning
A person may entrust the power to make things of the same nature, quality, and kind
the partition after death to someone who is to each co-heir.
not a co-heir, even if there's a minor or
person under guardianship among the co-
heirs. The mandatary must make an Article 1086: Indivisible or Impaired
inventory after notifying co-heirs, creditors, Things in Partition
and legatees.

If a thing is indivisible or would be


Article 1082: Acts Constituting Partition significantly impaired by division, it may be
adjudicated to one heir, provided they pay
the others the excess in cash. If any heir
Any act intended to end indivision among demands it, the thing must be sold at public
co-heirs and legatees or devisees is auction.
deemed a partition, even if it appears as a
sale, exchange, compromise, or other
transaction. Article 1087: Reimbursement in
Partition

Article 1083: Right to Demand Division


Co-heirs shall reimburse each other for
income, fruits, expenses, and damages
Every co-heir has the right to demand the related to the property during the partition.
division of the estate unless expressly
forbidden by the testator. The period of
indivision, if forbidden, should not exceed Article 1088: Subrogation to Hereditary
twenty years. The co-ownership terminates Rights Sold
for specific reasons or if the court finds
compelling reasons for division.
If an heir sells hereditary rights to a
stranger before partition, co-heirs can be
Article 1084: Partition for Voluntary subrogated to the purchaser's rights by
Heirs with Conditions reimbursing the price within one month of
being notified in writing of the sale.

Voluntary heirs with conditions cannot


demand partition until the conditions are Article 1089: Delivery of Titles in
fulfilled. Other co-heirs can demand it by Partition
providing sufficient security for the rights of
those with conditions. The partition is
Titles of acquisition or ownership of each An action to enforce the warranty among
property shall be delivered to the co-heir to heirs must be brought within ten years from
whom the property is adjudicated. the date the right of action accrues.

Article 1090: Titles for Multiple Co-Heirs Article 1095: Warranty for Assigned
Credits

When a title comprises land assigned to


multiple co-heirs, it goes to the one with the Co-heirs are not liable for the
largest interest, with authentic copies subsequent insolvency of a debtor
provided to others at the estate's expense. assigned as collectible, only for the
insolvency at the partition time. The
warranty can be enforced for five years
SUBSECTION 2: Effects of Partition after partition.

Article 1091: Exclusive Ownership after Article 1096: Cases Where Warranty
Partition Ceases

A legally made partition confers The obligation of warranty among co-


exclusive ownership of the adjudicated heirs ceases when the testator makes the
property to each heir. partition (unless specified otherwise),
when expressly stipulated in the partition
agreement (unless in bad faith), or when
Article 1092: Reciprocal Obligation to eviction is due to a cause after partition or
Warrant Title caused by the fault of the property's
distributee.

After partition, co-heirs are reciprocally


bound to warrant the title and quality of SUBSECTION 3: Rescission and Nullity
each adjudicated property. of Partition

Article 1093: Proportional Reciprocal Article 1097: Rescission for Same


Warranty Causes as Contracts

The reciprocal obligation of warranty is A partition may be rescinded or annulled


proportionate to the respective hereditary for the same causes as contracts.
shares of co-heirs. If one is insolvent,
others are liable in proportion, deducting
the part corresponding to the insolvent Article 1098: Rescission for Lesion
heir.

A partition, judicial or extrajudicial, may


Article 1094: Limitation on Warranty be rescinded on account of lesion when
Action any co-heir receives things worth at least
one-fourth less than their entitled share at
the time of adjudication.
Omission of objects or securities in the
inheritance does not cause rescission for
Article 1099: Exception for Partition by lesion; instead, the partition is completed
Testator by distributing the omitted objects.

The partition made by the testator Article 1104: Rescission for Preterition
cannot be impugned on the ground of
lesion, except when it prejudiced the
legitime of compulsory heirs or when it A partition with the preterition of a
appears that the testator's intention was compulsory heir cannot be rescinded
different. unless there was bad faith or fraud. Those
not omitted are proportionately obliged to
pay the omitted heir.
Article 1100: Prescription of Action for
Rescission
Article 1105: Void Partition for Non-Heir

The action for rescission due to lesion


prescribes after four years from the time A partition that includes a person believed
the partition was made. to be an heir but is not is void only with
respect to that person.

Article 1101: Options for Heir Sued for


Rescission

An heir sued for rescission has the


option to indemnify the plaintiff or consent
to a new partition. Indemnity can be in cash
or the delivery of a thing of the same kind
and quality as awarded. A new partition
affects only those prejudiced or received
more than their share.

Article 1102: Inability to Maintain Action


for Lesion

An heir who alienated the adjudicated


real property cannot maintain an action for
rescission based on lesion but has the right
to be indemnified in cash.

Article 1103: Omission of Objects in


Inheritance

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