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Wills and Succesion Bar Review 2
Wills and Succesion Bar Review 2
property.”
NOTE: FUTURE INHERITANCE CANNOT
BE SOLD.
Q: Is the donation of property after the
decedent’s death but before a judicial
declaration of heirship valid?
2. It is a unilateral act.
6. It is a personal act.
8. It is revocable or ambulatory.
NB: Law at the time of the NB: Law at the time of the
Execution of the Will Testator’s Death
1. T is a FILIPINO
a) Philippine Laws
- [Arts. 804- 814]
b) Country where he may be -
[Art. 815]
c) Country where he executes
the will
- [Art. 17 lex loci celebrationis]
AS TO FORMALITIES
EXTRINSIC VALIDITY
2. T is an ALIEN ABROAD
Mnemonic: Di Na Po Love
Do Not Leave Please
AS TO FORMALITIES
EXTRINSIC VALIDITY
3. T is an ALIEN IN THE PHILIPPINES
1. France (Domicile)
2. Australia (Nationality)
3. Philippines
4. Spain (Lex loci celebrationis)
Example – Alien in the Philippines
A Korean who has a Korean Restaurant in
Manila has been residing in the Philippines
for 15 years now. She intends to make a will.
What country’s/countries’ formalities must
she observe?
Held: Not valid. It is void. Said provision contravenes Art/ 16, par.2
of the NCC.
Christensen Case (Renvoi)
Testate Estate of Christensen,
L-6759, January 31, 1963
Facts: Edward Christensen was born in NY but
acquired citizenship in CA when he resided there
from 1904-1913. He came to the Philippines and
resided here despite frequent visits to CA.
1. In Writing;
Prescribed:
One, Two, Three, etc.
Substantial Compliance:
Page 1, Page 2, Page 3, etc.
1, 2, 3, etc.
7. Attestation Clause must include the ff. info:
NOTA BENE:
COMMIT TO MEMORY
ARTS. 804-809 NCC
FOR REQUISITES OF A
NOTARIAL WLL.
Donation Mortis Causa
Forms of Codicils:
1. By implication of law;
Requisites:
i. Overt act
ii. Completion, at least of the
subjective phase
iii. animus revocandi
2. By a revoking will or codicil
Definition:
2. of a COMPULSORY HEIR
2. Brief or compendious
3. Reciprocal
4. Fideicommissary
i. Predecease
ii. Incapacity
iii. Repudiation
2. Brief or compendious
Ex. Annie is the instituted heir. Buknoy and Charie are her
substitutes.
2. Prepositus
3. Reservor/Reservista
4. Reservees/Reservatarios
Q: What happens if the reservista sells the
property, is the sale valid?
xxx
Illegitimate Children
Notes:
In case of reconciliation between the parties, the
offended person loses his right to disinherit. Any
disinheritance is rendered ineffectual by a reconciliation.
Angie had a brother named Jun. Jun has two children Earl and Juna.
Angie’s sister Joy only has one child named Angel. Angie passed away.
Jun also passed away. Estate of Angie is P1M. Divide. Jun’s children
represent him. Juna’s and Earl’s share partake that of their father’s
share. Joy gets P500T and Juna and Earl get the other P500T.
Per Capita – Heirs inherit in their own right
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