Bar Bar Bar Bar: Wills and Succession
Bar Bar Bar Bar: Wills and Succession
Bar Bar Bar Bar: Wills and Succession
SUCCESSION
Socorro Ledesma Lorenzo Quitco Conchita
(+3/9/30)
PROF. TERESITA L. CRUZ (P1500 P.N.)
Marcela
Sabina
Rafael
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Ana
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Lorenzo Jr.
1 4
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ART. 774. SUCCESSION RABADILLA VS CA
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(+1983)
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1. Elements
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Decedent/Testator
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SUCCESSIONAL
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Agustin Montilla
(+)
SP Proc. No. 532 RIGHTS
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Pedro Litonjua
(judgment creditor
P4,000.00)
Claudio
Montilla 3 6
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CP – P1,240,000.00 4/25/85 M. Ferrer, his heirs and assigns over a
Ba
TCT # 351582 issued in parcel of land with improvements
the name of Catalina on
6/5/85 7
covered by TCT No. RT-6604 x x x. 10
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Opulencia vs CA GR 125835 July 30, 1998
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Demetrio Carpena
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(+)
SUSACPERVID
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Administratrix
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Contract To Sell Aladin Simundac and Miguel Olivan executed on
Feb. 3, 1989
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U Unilateral
Alfredo Imelda S Solemn/formal
o
Diaz
(TCT No. RT-6604) A Animus testandi
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C Capacitated
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Reina P Personal
sale to Sps.
(debtor)
Bienvenido & Elizabe
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R Revocable
Q: Is a waiver of hereditary rights in favor of another
person executed by a future heir while the parents V Vitiated consent is absent
are still alive valid? Is an adverse claim annotated
on the title of a lot based on such waiver likewise I Individual
valid and effective as to bind the subsequent
owners and hold them liable to the claimant? 9 D Disposes of T’s estate to a certain extent
12
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REYES ET AL VS CA
GR 124099 October 30, 1997 2. Q: “I hereby give to X all
my cars and all other
LWT
cars I may acquire
“II.1. I give and bequeath
to my wife Asuncion before my death.” How
“Oning” R. Reyes, the
ff. many cars will X get?
a) all my shares of our
personal properties x
xx
b) all my shares of all
real properties x x x
I own in common with
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my brother”
Ba 13 16
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NEPOMUCENO VS CA 139 SCRA 206
October 9, 1985
an
(sole executrix)
EXTRINSIC
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Oscar Carmelita
VALIDITY OF
o
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“Art. IV. That since 1952, I have been living as man
and wife with one Sofia J. Nepomuceno, whom I WILLS
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1917.
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will X get?
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ENRIQUEZ VS ABADIA
95 PHIL 627
LWT
INTRINSIC
VALIDITY: (As To Place)
T
T
T
1 2
FRONT PAGES
3
General Rule:
T
Article 16 (2) Civil Code
AC
1__________ Article 1039 Civil Code
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2__________
3__________
BACK PAGES Ba 19 22
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Article 17 (1) Civil Code
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Additional Rules:
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Articles 815 – 819 Civil Code
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20 23
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Issue: May a last will and testament admitted to
Ba
probate but declared intrinsically void in an
Order that has become final and executory still
be given effect? 25 28
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WILLS
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(As To Time)
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Art. 2263 Civil Code
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26 29
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Vicente Tecson
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Jose Tantoco
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Ba
PHIL 260)
31 34
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c). “In witness whereof, I sign this testament in the
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municipality of Iba, Zambales, Philippines, this
an
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instrumental witnesses, they also sign this
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instrument already referred to.”
A NOTARIAL WILL (Sgd.) T
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Witnesses:
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1
(Sgd.)
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2
(CUEVAS VS ACHACOSO
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(Sgd.)
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3
32 (Sgd.) 88 PHIL 730) 35
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I,
3
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Signed and notarized by me this 10th day of (ACOP VS PIRASO 52 PHIL 660)
June 1981 in Manila
9. 5-paged will, 1 page of which
Petronio Y. Bautista
was not signed by 1 witness at
1
Notary Public
Until Dec. 31, 1981 L-hand margin
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PTR
Doc. No. 1232 TAN
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Page No. 86 (ICASIANO VS ICASIANO
Book No. 43
Series of 1981
37
11 SCRA 423) 40
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10. 6-paged will, the first 5 pages
3. Attestation Clause not
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4. Attestation Clause not signed 11. 1-paged will not signed by T and
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38
PHIL 476) 41
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attesting witnesses 1 .
2 .
3 .
7. Attestation Clause did not
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ACK
D ___
of a will. Page [1]
P ___
B ___
Page [2]
S ___
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AC
1
1 .
2 .
3 .
ACK
2
3
D ___
P ___
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B ___
Page [1] S ___ Page [2]
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15. T’s signature located below 17. 2 witnesses and T in one room signing
the will; 1 witness was in another area
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1 _______
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2 _______
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3 _______
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ACK
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D ___
P ___
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B ___
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S ___
[1] [2]
44 47
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475)
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Ba 49 52
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Ba Art. 807.
20. Will was not read to the
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will.
TESTATOR
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testator was not dated,
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was void.
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50 53
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codicil
acknowledged and subscribed.
an
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CODOY vs CALUGAY
Art. 810 - 814. GR No. 123486 Aug. 12, 1999
Holographic will, written in Visayan dialect and
translated in English, reads:
HOLOGRAPHIC “1. My share at Cogon, Raminal Street, for Evangeline Calugay.
Matilde Vda de Ramonal
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1. Eufemia Patigas 3. Evangeline Calugay
Ba
2. Josefina Salcedo
Matilde Vda de Ramonal
55 August 30, 1978 58
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4. I bequeath my one (1) hectare land at Mandumol, Indahog to
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Evangeline Calugay.
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tlc Evangeline R. Calugay, Helen must continue with the Sta. Cruz,
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August 30, 1978
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tlc 6. Bury me where my husband Justo is ever buried.
an
12/25/2009
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(KALAW VS RELOVA 132 SCRA 237
SEPTEMBER 28, 1984) 61 Ba 64
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BILBAO vs BILBAO 87 PHIL 144
ART. 818. JOINT WILLS
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10/6/31
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personal and all of our
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conjugal property be given
and transmitted to anyone
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2.
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LWT
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63 66
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Witnesses
E E
Devise/legacy
F
Ba 67 70
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3. T executed a will in 1998
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ART. 825.
Ba instituting his wife as sole
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adultery. The decree of legal
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separation was granted by
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68 the T? 71
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69 72
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validly made. Can we consider
will #1 validly revoked or could it
Ba 73
still be given effect?
76
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REVOCATION
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present intention of making a new
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5. With intention to revoke, T one and as a substitute, if the new
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tore his signature from his will is NOT MADE or even if made,
will leaving all the other FAILS to take effect for any reason
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portions of the will intact whatsoever, it will be presumed that
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and readable.
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74
intestacy. 77
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the 3 witnesses in a
revocation of the 1st will to depend
an
holographic will.
upon the efficacy and validity of the
2nd will, the revocation shall be
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T T
T
T T “EXPRESSLY
REVOKING
WILL #2” A B C X Y Z
Q R S
A B C X Y Z “I am expressly “I am expressly
revoking will #1” revoking will #2”
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Ba
2000 2002 2004 2000 2002 2004
79 82
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T (+ 1/1/05) A B C X Y Z
an
“expressly disallowed by
revoking will #1” Probate court
A
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B repudiated
inheritance
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“expressly
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80 83
2002 2004
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ILLEGITIMATE CHILD
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WILL #1 WILL #2
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burned by T
T T inadvertently
“I recognize X as “I am expressly
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“I am expressly testimonies of
revoking will #1” 10 witnesses
T T
2004 2005
2002 2003
81 84
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LWT
I, xxx 83 yrs. old
“xxx this will shall
xxx give to my wife
(3)
(3)
not be presented
before the courts.” Josefina C. Valmonte 1 2 3
all real and personal
properties w/c belong ACKNOWLEDGMENT
to me xxx. Before me, a Notary
(2)
Public, personally
(2)
Signed June 15, appeared xxx this
T 1983 in Quezon City. Aug. 9, 1983.
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Placido Floro Sarmiento
(1)
Notary Public
(TESTATE ESTATE OF PILAPIL 72 ATTESTATION CLAUSE
(1)
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D
We, xxx P
PHIL 546) B
S
(1) (2)
85 88
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Revilla vs CA GR 95329 Jan. 27, 1993
Will of wife admitted to probate
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2. Mar. 21, 1980 “on his own petition”, will was admitted by CFI of
cases were filed 4 times against Manila
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3. Sept. 19, 1981 City Hall of Manila was burned
the husband. 4. Nov. 27, 1982 Reconstitution proceedings for the destroyed/burned
an
will
5. Nov. 19, 1986 Heracio Revilla filed petition for probate of 2nd will
executed by Don Cayetano on Sept. 13, 1982 wherein
(MERCADO VS SANTOS 66 PHIL 215)
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he (Heracio) was instituted as sole heir
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Cayetano
86 89
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Segundo Dy Yieng
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(+)
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DOCUMENT OF DISINHERITANCE
I, xxx disinheriting ALFREDO xxx grossly
INSTITUTION
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T Y P100T
A B C X Y
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Z P100T 91 94
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2. T instituted his son A and his bros. X and
Y as heirs; estate is 600T 3. T’s will reads: “I designate as my
an
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3. T instituted his wife S, legitimate son A
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and F, his friend, as heirs, estate is
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X Y Z
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F A
92 95
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T T
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X Y 2 sons of Z A B C D E
TS = Art. 848 (equal sharing)
IS = Art. 962 (half blood bros/sis ½ share of full
A B 93 blood bros/sis) 96
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legitimate children of T instituted as
heirs.
3.
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Illegitimate daughter was given a
legacy but was not instituted as heir. 97 100
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7. T has legitimate sons, A and B. A was
4. Legitimate parents were completely instituted as sole and universal heir to
an
omitted in the will of testatrix who an estate of P100T and a legacy of P10T
instituted as sole heir her sister (one of
es
was given to friend F.
six brothers/sisters). (NUGUID VS
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A B F (P10T)
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8. Suppose the legacy given to F was P70T
instead of P10T, what is the effect?
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A B F (P70T)
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98 101
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Julian Virginia
predeceased him, his brothers’ (+ 1985) (+ 1982)
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2 leg. children
1. Deed of Donation covering his ½ share of the
conjugal property executed by Julian in favor of
Nilo.
2. Extra-Judicial Settlement executed by Julian,
99 Leah and Rebecca in favor of Nilo. 102
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RESERVATARIOS
Ba
A X Y (relatives within the 3rd degree
belonging to the line where
Estate is P1M Estate is P900T 103 the 106
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t f )
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ART. 863. FIDEICOMMISSARY G
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SUBSTITUTION
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T - fideicomitente
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F M N
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+ (1993)
C
+ (2000)
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Only 1 degree preserve & transmit
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apart in the property
X
an
relationship
B - 2nd heir
+ (1995)
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(fideicommissary heir)
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C 104 R 107
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SUBSTITUTION
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“1. Should X die, the whole estate should pass +1/1/80 (+2/1/99) (+1/1/2002)
an
possible; (+3/1/2000)
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Ba
(NIEVA VS ALCALA 41 PHIL 915)
109 112
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Luisa Bautista
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(+ 11/3/50) 4. In her will, the wife stated:
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nephews
my death, and that he shall not
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Villa Honorio Dev. Corp. marry anymore; xxx ;
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Agro Ind. Coconut Coop. Inc.
(MORENTE VS DELA SANTA 9
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ART. 874.
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CAPTATORIA
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CONDITION NOT TO
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LWT
MARRY
an
“I institute my
friend F as sole heir to
h
my estate of P 10M on
the condition that he
will also institute me
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T
111 114
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W L I
Ba 115
NHE is P1M 118
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SURVIVING RELATIVE TABLE OF LEGITIMES TABLE OF INTESTATE SHARES
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TESTATE SUCCESSION (INTESTATE SUCCESSION) 2. F M
1. legitimate children ½ NHE ÷ number of
an
legitimate children
2. legitimate parents ENTIRE
ALONE
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3. illegitimate children ½ NHE ESTATE
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4. illegitimate parents
5. surviving spouse 1/2; 1/3; 1/2; 0 P T S
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legitimate child;
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total number
b. 2 or more legitimate children; ½ NHE no. of legitimate *satisfy legitimes first; then, distribute
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surviving spouse; illegitimate children; same share as 1 FP
children legitimate child; 1/2 share of pro-rata (concurrence theory)
1 legitimate child X Y A B C (adopted
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11. legitimate parents; illegitimate 1/2; 1/4; 1/8 1/2; 1/4; 1/4
NHE is P900T
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TESTATE SUCCESSION
1. legitimate children ½ NHE ÷ number of legitimate children PARENTS/ASCENDANTS
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2. legitimate parents
3. illegitimate children ALONE ½ NHE 1. GF 2. GGF
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4. illegitimate parents
5. surviving spouse 1/2; 1/3; 1/2; 0
an
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Ba
NHE
121 124
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SEANGIO vs REYES GR 140371-72 11/27/06
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1. T’s estate at the time of death = P1M
Segundo Dy Yieng
an
(+)
A ID = P200T
es
1. Alfredo 4. Alberto 6.Victor 9. Betty
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3. Barbara 8. Shirley
B ID = P100T DOCUMENT OF DISINHERITANCE
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I, xxx disinheriting ALFREDO xxx grossly
F (friend) ID = P100T disrespectful to me xxx in my presence and in the
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presence of his sister VIRGINIA. Xxx borrowed
an
(Signed) Segundo
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2. D
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A B C
ART. 918.
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donation to A be reduced?
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Ba
A B C
127 130
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2. Same facts as #1 but the ART. 923.
an
graduated from FEU with a degree as heir and A was disinherited in the will
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of Bachelor of Laws. Distribute T’s for his unjust refusal to support T during
C
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T
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T
an
A B
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A B C
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C
C
128 131
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St. Luke’s hospital and Z for living the 2005 Mitsubishi Galant car,
an
129 132
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died on Feb. 14, 2009. How
Ba
much can Y collect from debtor
133 X as his legacy? 136
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ARTS. 932/933.
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ART. 937.
an
friend X a Honda Civic car, 2005 P1M; P200T and P300T which he
bl
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all the debts owed to me by D”. In
already the owner of the car, is the
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Ba
2006, D again borrowed several times
legacy still effective on T’s death on from T in the amounts P300T; P150T
an
remitted.
bl
C
134 137
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Piedad;
executed in 2006, T said: “I give
an
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WITH REPRESENTATION
INTESTATE D’s estate is P900T; A, B, C are
children of D who died with a revoked
SUCCESSION will;
D
a. predecease
b. incapacity
c. repudiation
A B C
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Ba 139
X Y 142
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TABLE OF INTESTATE
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SURVIVING RELATIVE SHARES ART. 969. REPUDIATION OF
(INTESTATE SUCCESSION)
an
1. legitimate children
INHERITANCE
ENTIRE D
es
2. legitimate parents
3. illegitimate children
ALONE Estate = P1.2M
h
5. surviving spouse
C
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surviving spouse and ÷ estate by total number
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Ba
b. 2 or more legitimate children; *satisfy legitimes first; then,
distribute FP pro-rata
surviving spouse; illegitimate children W X Y Z
an
(concurrence theory)
8. legitimate parents; surviving spouse
1/2; 1/2 1. A, B, C repudiate inheritance
es
9. illegitimate parents; surviving spouse
10. illegitimate children; surviving spouse 2. Only C repudiated inheritance
h
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RIGHT OF REPRESENTATION
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Art. 972.
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A P300T A B C
(+1997) (incapacitated
C
in 1998)
D B P300T
C P300T W X Y Z
141 144
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2. GF D (+2002)
Estate is P1M
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X and Y are brothers of D C Z
Ba
Estate is P1M
Who will inherit from D?
145 148
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ART. 976/977. ART. 979/980. CHILDREN INHERIT
an
BE REPRESENTED
C
BUT HE WHO
r
A B C X Y
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REPUDIATES MAY
an
REPRESENT HIM
es
Estate = P1M
WHOSE INHERITANCE
h
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HE HAS RENOUNCED
C
146 149
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(+) 2002 D
C
(+) 1997 A
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P D S Estate is P72T
an
h
D Estate is P80T
C
X Y A
147 150
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F M
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Ba
D’s estate is P1M. Who will inherit?151
Rosa
Llorente
Several leg.
children
Soledad Adela
154
es
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ART. 992. IRON CURTAIN/ 2. DIAZ VS IAC
an
X
(+ 1976 intestate)
bl
C
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Ba
A B Pablo Santero Felisa Pamuti --- Jardin
(leg.) (ill.) (+)
an
es
If A dies without any
h
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3. CACHO VS UDAN
bl
D (+ 2003)
C
13 SCRA 693
o
(+)
A (legitimate child of D)
an
by will
C
B (illegitimate child of A)
Francisco Udan
(+ intestate)
Can B inherit from
D? 153 156
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(+2000) A B (+1999)
(leg) (ill)
Luis Guillermo Josefa 1. Nazario
Delgado Rustia Delgado 2. Edilberta
(+) (+2/28/74) (+9/8/72) 3. Jose
r
4. Jacoba
heirs 5. Gorgonio
W X Y Z
Ba
Guillerma Rustia Guillermina Rustia (leg) (ill) (leg) (ill)
Nanie Rustia 157 160
es
bl
o
r
R
Ba
5. VOLTAIRE ALBOLARIO ET AL
vs COLINCO
an
Eduardo (+ 1947)
C
Julian (+)
Gaudencia (+)
SUCCESSION
o
r
Francisca Juan Catalina Agueda
Malvas Albolario Baloyo Colinco
R
CASES Ba
(+) (+) (+ 1951) (+ 1940)
an
children (+ 1985)
bl
C
r
R
Ba
an
es
h
(+ 3/23/87) (+)
an
27
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r
3/30/1987 – Socorro discovered the sale
Ba
3/31/1987 – sought intervention of Lupong Tagapayapa
10/16/1987 – initiated legal redemption before RTC of Ofelia Bagunu
Butuan City 163 166
es
bl
o
r
R
Ba
3. SAYSON VS SAYSON 205 6. RODOLFO FERNANDEZ ET AL VS ROMEO
an
FERNANDEZ ET AL
SCRA 321 GR 143256 AUGUST 28, 2001
es
Eleno Sayson Rafaela Sayson
h
(+)
o
r
other leg. children Teodoro Isabel
R
Ba
(+ 3/23/72) (+ 3/26/81) (Rodolfo Fernandez NOT a leg.,
ill., legitimated or adopted son)
an
Children of Genaro
es
h
(leg.)
C
r
R
Ba
an
es
h
Maria Elena
(legally adopted 8/1/46)
Children of Antonia
165 168
28
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Arnelito
¾
r
delivery of her share in the inheritance
1. Dispute over house and lot covered by TCT No.
particularly lots 943 and 871 and for
Ba
8842 registered in the name of Dominador Adlawan
payment of damages 2. Ejectment suit filed by Arnelito in his own name
169 and as sole owner of the property 172
es
bl
o
r
R
Ba
9. JINKIE CHRISTIE DE JESUS VS 13. ROLANDO SANTOS VS
ESTATE OF JUAN GAMBOA DIZON CONSTANCIA SANTOS – ALANA
an
Gregorio Santos
bl
Rolando
r
Cruz, Mla. covered by Constancia
TCT # 14278
R
Ba
1. Gregorio donated lot to Rolando on 1/16/78; accepted by
an
Jacqueline Jinkie Christie leg. children 3. New TCT issued to Rolando by virtue of the annotated
bl
Deed of Donation.
C
r
R
Ba
an
es
h
GR No. 150175 3/10/2006; GR No. 150175 2/5/2007 GR No. 138774 March 8, 2001
C
Maximino Donata
(+5/1/52) (+11/1/77) Issue: May a legitimate daughter be deprived of her share
o
nieces
grandnieces prior to marriage (Erlinda Pilapil) Julia Mendoza Gregorio Cirila dela Cruz
(Silverio Briones) (+) (+)
3 lots acquired by Maximino
h
29
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Jovencio
Purificacion (Guardian Niniana Balilo)
r
Balilo – Montero
(filed case for recovery of
Ba
½ share in 1987) Jose Septimo
(sale in 1948 approved by the Court)
175
es
bl
o
r
17. REPUBLIC vs GUZMAN
R
+ 1968
bl
C
r
(natural-born American citizen)
R
Ba
1. Dec. 29, 1970 – EJS executed by Helen and David; TCTs
registered in their names in undivided equal shares;
an
these properties.
bl
r
R
Ba
an
es
h
That’s all
bl
C
Folks!!!
R
an
h
C
30
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