Outline For Succession

Dlsu, 1st Term, 2014-2015

Prof. Katrina Legarda

1Note:

All Articles References Are To The Civil Code Unless A Family Code
Article Reference ( Fc ) Is Indicated.

Required Reading: Balane, Case Notes In Succession (Any Edition)

I. Introduction
A. Definitions
B. Kinds Of Succession
C. Parties To Succession
D. Principles Of Succession
Nazareno V Court Of Appeals, G.R. No. 138842, 18 October 2000
Pacio V Billon, No. L-15088, 31 January 1961
II. General Provisions, Art 774, Rule 20, Sec. 1, 775, 777, 781, Art 778.
Art 779, Art 780, Art 782.
Uson V Del Rosario, Et Al., No. L-4693, 29 January 1953
Bonilla V Barcena, No. L-41715, 18 June 1976
Butte V Manuel Uy & Sons, Inc., No. L-15499, 18 February 1962
De Borja V Vda. De Borja, No. L-28040, 18 August 1972
Salvador V Sta. Maria (1967)
Reganon V Imperial, No. L-24434, 17 January 1968
Ramirez V Baltazar (1968)
Ypon V Ponteras, G.R. No. 198680, July 8, 2013
Go Ong V Court Of Appeals, No. L-75884, 24 September 1987
National Housing Authority V Almeida, June 22, 2007
Lee V Regional Trial Court Of Quezon City, Br. 85, G. R. No. 146006, 23 February 2004
Sandejas Sr. V Lina, G.R. No. 141634, 5 February 2001
Puno V Puno Enterprises, Inc. (2009)
Estate Of Hemady V Luzon Surety, G.R. No. L-8437, November 28, 1956.
Alvarez V Iac, G.R. No. L-68053 May 7, 1990
Union Bank Of The Philippines Vs. Santibaez, G.R. No. 149926. February 23, 2005.
Blas V Santos, No. L-14070, 29 March 1961
Balus V Balus, G.R. No. 168970, January 15, 2010.
Santos V Lumbao, 519 Scra 408
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III. Testamentary Succession, Article 779, 783.

A. Definition Of A Will
Vitug Vs. Ca, G.R. No. 82027 March 29, 1990
B. Characteristics Of A Will
C. Aspects Of The Making Of A Will, Art 784, Art. 785, 786, 787.1041 and 1057.
D. Rules Of Interpretation, Art 788-794.1372, Rule 130, Sec. 10 And 14, Revised
Rules Of Court and Art. 1370, 1373, 1374, 929, 930, 931
Garcia v Caparas, G.R. No. 180843, Apr 17, 2013
Solla V Ascueta, 49 Phil. 333
Dizon-Rivera v Dizon, No. L-24561, 30 June 1970
Vda. De Villaflor V Juico, No. L-15737, 28 February 1962
E. Validity Of A Will, Art 795, 2263, 16, 1039
Bellis V Bellis, No. L-23678, 6 June 1967
IV. Testamentary Capacity , Art 796-801
Torres V Lopez, 48 Phil., 77, No. 24569, February 26, 1926
Estate Of Rodriguez, 46 O.G. #2, P. 584, No. 1627 R, July 1, 1948
De Guzman v Benitez, G.R. Nos. 61167-68, 20 January 1989
Baltazar V Laxa, G.R. No. 174489, April 11, 2012
V. Formal Requirements Of A Will, Art 804, 805, 806, 807, 808, 810, 811, 812, 813
A. Written And Language Known
Lopez v. Liboro, 81 Phil. 429 (1948)
Reyes v Vda. De Vidal, No. L-2867, 21 April 1952
Suroza v Honrado, A.M. No. 2026-Cfi December 19, 1981
Abangan v Abangan, G.R. No. L-13431, November 12, 1919
Lee v Tambago, A.C. No. 5281, 12 February 2008
B. Attestation Clause
Tstate Estate Of Alipio Abada v Abaja [2005]

C. Date And Signing

Payad v Tolentino, G.R. No. L-42258, January 15, 1936
Matias v. Salud, G.R. No. L-10907, June 29, 1957
De Gala v Gonzales, G.R. No. L-30289, March 26, 1929
Garcia V Lacuesta, 90 Phil. 489
D. Agent Signing
Balonan V Abellana, 109 Phil. 358
Barut V Cabacungan, G.R. No. L-6285, February 15, 1912
E. Manner of Signing
Nera V Rimando, 18 Phil. 450
Taboada V Rosal, 118 Scra 195
Icasiano Vs. Icasiano, G.R. No. L-18979 , June 30, 1964
F. Pagination
Azuela V Ca [2006]
Samaniego-Celada V Abena [2008]
Echavez V Dozen Construction [2010]
G. The Witnesses To A Will, ART 820. ART 821. ART 824
1. Qualification / Disqualification Of Witnesses
2. Duties of Witnesses
Gonzales v CA, 90 SCRA 183
Vda. De Ramos v CA [1978]
3. The Attestation Clause
Abangan v Abangan, G.R. No. L-13431, November 12, 1919
Fernandez v Vergel de Dios, G.R. No. L-21151, February 25, 1924
Cagro vs. Cagro, April 29, 1953, G.R. No. L-5826
Villaflor v Tobias, G.R. No. L-27440, December 24, 1927
4. Supervening Incompetency of Witnesses, ART 822.
5. Competency of Interested Witnesses, ART 823.
H. The Notary Public, ART 806.
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Guerrero v Bihis [2007]

Lee v Tambago [2008]
Gabucan v Manta [1980]
Javellana vs. Ledesma, G.R. No. L-7179, June 30, 1955
Garcia v Gatchalian, No. L-20357, 25 November 1967
Cruz v Villasor, 54 SCRA 31
I. Special Requirements For Handicapped Testators, ART 807, 808
Garcia v Vasquez, 32 SCRA 489
Alvarado vs. Gaviola, G.R. No. 74695 September 14, 1993
J. Rule Of Substantial Compliance, ART 809.
Gil v Murciano, No. L-3362, 1 March 1951
Caneda v Court Of Appeals, G.R. No. 103554, 28 May 1993
K. The Holographic Will, ART 810
1. Requirements For A Holographic Will
Roxas vs. De Jesus, G.R. No.L-38338, January 28, 1985
Labrador vs. CA G.R. Nos. 83843-44, April 5, 1990
2. Probate of Holographic Will, ART 811, 812, 813, 814.
Azaola vs. Singson [1960]
Codoy v Calugay, G.R. No. 123486. August 12, 1999
Rivera v IAC [1990]
Rodelas vs. Aranza, G.R. No. L-58509 December 7, 1982
Ajero v CA [1994]
Kalaw vs. Relova [1984]
L. Governing Law Of All Wills, ART 815, 816, 817.
M. What Is Prohibited For All Wills: ART 818, 819.
De La Cerna v Rebaca-Potot, No. L-20234, 23 December 1964

VI. Codicils And Incorporations By Reference, Art 825, 826, 827

VII. Revocation Of Wills And Testamentary Disposition, Art 828, 834, 829, 830, Art.
854, FC Art. 63(4),1032, 957, 936, 831, 832, 833, 834, FC 172, FC 175
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Molo v Molo, 90 Phil. 37

A. Revocation By Physical Destruction
Diaz v De Leon, G.R. No. 17714, May 31, 1922
Gago v Mamuyac, No. 26317, 29 January 1927
Maloto v Court Of Appeals, No. L-76464, 29 February 1988
B. Revocation By Subsequent Wills
1. Dependent Relative Revocation
Diaz vs. De Leon, G.R. No. 17714, May 31, 1922
2. False Cause
C. Republication And Revival Of Wills, Art 835, 836, 837.
VIII. Probate Of A Will, Art 838, Rule 76, Rrc, Art. 839, Art 804 809, 810- 814, 818
819
De Borja Vs. De Borja, 46 Scra 577
Cabalu Versus Tabu, Gr 188417, 24 September 2012
Guevara V Guevera, G.R. No. L-48840 December 29, 1943
Rodriguez V Rodriguez [2007]
Heirs Of Rosendo Lasam V Umengan, G.R. No. 168156, 6 December 2006
De La Cerna V Rebaca-Potot, No. L-20234, 23 December 1964
Roberts V Leonidas, No. L-55509, 27 April 1984
Gallonosa V Arcangel, 83 Scra 676
Dorotheo V Court Of Appeals,G.R. No. 108581, 8 December 1999
Maninang V Court Of Appeals, No. L-57848, 19 June 1982
Nepomuceno V Court Of Appeals, No. L-62952, 9 October 1985
Nuguid V Nuguid, No. L-23445, 23 June 1966
Pastor, Jr. V Court Of Appeals, No. L-56340, 24 June 1983
Quasha v LCN Construction Corporation, G.R. No. 174873, 26 August 2008
Jimenez V Intermediate Appellate Court, G.R. No. L-75773, 17 April 1990
Agtarap V Agtarap, G.R. No. 177099, June 8, 2011
Aranas v Mercado, et al., GR 156407, January 15, 2014,
A. Grounds For Disallowance Of Wills, Art 839, 1335, 1337, 1338

Ozaeta V Cuartero, No. L-5597, 31 May 1956

Coso V Fernandez Deza, No. 16763, 22 December 1921
Ortega V Valmonte, G.R. No. 157451, 16 December 2005
Palaganas V Palaganas G.R. No. 169144, January 26, 2011
Pascual V De La Cruz, No. L-24819, 30 May 1969
IX. Institution Of Heirs, Devisees, Legatees, Art 840, 785, 841, 842.
Heirs Of Ureta V Ureta [2011]
A. Kinds Of Institution Of Heirs
1. Simple or Pure, Art 777.
2. Conditional, Art 871, Art. 1179, 882, 1193, 873, 874, 875, 876, 877, 879, 880,
881, 883, Par. 1, 884
A. Inoperative Conditions, Art 872, 904, Par. 2, 873, 1183, 727, 874, 879,
875,
B. Compliance, Art. 1034, 3 rd Par., 876, 877, 883, Par. 2 , 879, 880, 881,
884.
3. Dispositions With A Term
A. Kinds, Art 885.
B. Effect, Art 878, 885, 1034, Par. 3
4. Disposition With Modes, Art 882, Art 883, Par 1.
Rabadilla V Court Of Appeals, G.R. No. 113725, 29 June 2000

5. Caucion Muciana, 874 And 879, 885 Par. 2, 882

X. Manner Of Designating The Heir, Devisee Or Legatee, Art 843, 844, 789, 844,
Par. 2.
A. Unknown Person, Art 845.
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B. No Designation Of Shares, Art 846.

C. Individual/Collective Designation, Art 847.
D. Brothers And Sisters, Art 848.
E. Children, Art 849.
F. False Cause, Art 850.

Austria V Reyes, No. L-23079, 27 February 1970

G. Aliquot Part, Art 851, 841

H, Whole Estate, Art 852, 853.
XI. Preterition, Art 854, 906, 907, 964, Par. 2, 855

Reyes V Barretto-Datu, No. L-17818, 25 January 1967

Aznar V Duncan, No. L-24365, 30 June 1966
Acain V Intermediate Appellate Court, No. L-72706, 27 October 1987
Balanay V Martinez, G.R. No. L-39247 June 27, 1975
Nuguid V Nuguid, No. L-23445, 23 June 1966
Solano V Ca, 126 Scra 122 [1983]
Seangio V Reyes, G.R. No. 140372-72, 27 November 2006
A. Predecease Of An Heir, Art 856, 43
XII. Substitution Of Heirs (Devisees, And Legatees), Art 857
A, Kinds, Art 858.
1. Simple Or Common, Art 859.
2. Brief Or Compendious, Art 860.
3. Reciprocal, Art 861, Art 862.

4. Fideicommissary, Art 863, 864, 865, 866, 867, 868, 869

Ramirez v Vda de Ramirez, Feb. 15, 1982. GR L-27952

PCIB v Escolin, G.R. Nos. L-27860 And L-27896 March 29, 1974
Crisologo V Singson (1962)

B. Time Limitations On Alienability, Art 870.

XIII. LEGITIMES
A. Definition, ART 886.
Francisco v Francisco-Alfonso, G.R. No. 138774, 8 March 2001
Spouses Joaquin v CA, G.R. No. 126376, November 20, 2003
Spouses Manongsong vs. Estimo [ 2003]
B. The Compulsory Heirs, Art. 887, FC Art 164, 54, Sec. 16-18, RA 8552, FC Art
179, 1003-1014, 1015
Nuguid V Nuguid, No. L-23445, 23 June 1966
Balanay, Jr. v Martinez, No. L-39247, 27 June 1975
Lapuz v. Eufemio [43 S 177 (1972)]
Rosales v Rosales, G.R. No. L-40789 February 27,1987
Acain v CA, 1987
Solano v CA, 126 SCRA 122
Castro v Court Of Appeals, G.R. Nos. 50974-75, 31 May 1989,
Tayag v Court Of Appeals, G.R. No. 95229, 9 June 1992
Republic v Manotoc, G. R. No. 171701, February 8, 2012
Seangio V Reyes, G.R. No. 140372-72, 27 November 2006
J.L.T. Agro v. Balansag, 453 SCRA 211
Neri,et al v. lJY, G.R. No. 194366, October 10, 2012

C. Principles On The Legitimary System, Art 888 903

Baritua vs. CA, 1990
1. Rule for Descendants Others than Children
2. Rule for the Ascending Line
3. Rule for Surviving Spouse With Children
4. Rule for Surviving Spouse ALONE.
5. Rule on Reduction of Legitimes
6. Rule on Adopted Children

Sayson vs. CA [1992]

Reyes v Sotero [2006]
In re Petition for Adoption of Michelle Lim [2009]
Intestate Estate of Cristina Aguinaldo-Suntay [2010]
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7. The Iron Curtain Rule, 992, 995.

XIV. Reserva Troncal, Art 891.
Padura v Baldovino, 1958
Gonzalez v CFI, G.R. No. L-34395 May 19, 1981
Alcala v Alcala, No. 13386, 27 October 1920
De Papa v Camacho, 1986
Edroso v Sablan, 1913
Sienes v Esparcia, 1961
Lacerna v Vda. De Corcino, L-14603, 29 April 1961
Chua vs. CFI, 1977
Solivio vs.CA, G.R. No. 83484 February 12, 1990
Carillo v De Paz, No. L-22601, 28 October 1966
Sumaya v IAC, G.R. Nos. 68843-44, 2 September 1991
Florentino Vs. Florentino, 1919
Mendoza V De Los Santos, Gr 176422, March 20, 2013
1. Reserva Maxima & Reserva Minima
XV. Prohibited Acts, Art 904, 1080, par.2, 1083, P.1, FC Art 159, 891
XVI. Renunciation, Art 872, 905, 1347, Par. 2
XVII. Completion Of Legitime, Art. 906, 815, 908, 909, 910, 911, 913, 907, 1062
XVIII. Determination Or Computation Of Legitime, Art 908, 909, 910, 1062, 911, 912,
913, 914
A. Collation, Art. 1061, 1062, 1063, 1064, 1065, 1066, FC 92 (1), 109 (2), 113,
1067, FC 194, Art. 1068, 1069, 1070, 1071, 1072, 1073, 1074, 1075, 1076, 1077
Heirs Of Ureta V Ureta, 2011
Mateo V Lagua, No. L-26270, 30 October 1969
Natcher V Court Of Appeals, G.R. No. 133000, 2 October 2001
Vda. De Tupas V Br XlII RTC, No. L-65800, 3 October 1986

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XIX. Disinheritance, Art 915, 919-921, 918, 922, 923, FC Art. 225 And 226, 972, 1035
Ching V Hon. Janssen Rodriguez, 2011
XX. Intestate Succession, Art 960, 1027, 1028, 1032
A. Intestate Heirs, Art 961.
Rodriguez et al. v Borja, Et Al., No. L-21993, 21 June 1966
Madarcos v De La Merced, G.R. No. 39975, 30 June 1989
Rosales v Rosales, 148 SCRA 69
B. Exclusion And Concurrence, Art 962.
De Los Santos V De La Cruz, No. L-29192, 22 February 1971
Bagunu V Piedad, G.R. No. 140975, 8 December 2000
Uriarte v Court Of Appeals, G.R. No 116775, 22 January 1998
C. Relationship, Art 963-966, 967, 968, 969
D. Representation, Art. 970-977, 1032, 982
De La Puerta v Court Of Appeals, G.R. No. 77867, 6 February 1990
Diaz v IAC, 150 SCRA 645
Teotico V Del Val, 13 SCRA 406
Sayson Vs. Ca, 1992
Bacayo vs. Borromeo, No. L-19382. August 31, 1965.
Corpuz V Corpuz, 85 SCRA 567
Delgado V Rustia, 480 SCRA 334:
E. Order Of Intestate Succession, 960, 979.983, Fc 176, 996, 999, 985, 987,
991, 997, 1000, 988, 998, 995, 997, 1001, 994, 993, 1004, 1006, 1005, 1008,
1009, 1010, 1011, Secs. 16-18, Ra 8552, Fc 189-190
Sayson V Court Of Appeals, G.R. Nos. 89224-25, 23 January 1992
Banawa V Mirano, 87 SCRA 517
Teotico V Del Val, 13 SCRA 406
Bolanos V Zuniga, 2010
F. The Iron Curtain, Art 992, 995
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Del Prado v Santos, No. L-20946, 23 September 1966

Cacho v Udan, No. L-19996, 30 April 1965
Cuartico v Cuartico, No. 11190-R, 16 November 1955
Corpus v Corpus, No. L-22469, 23 October 1978
Leonardo v Court Of Appeals, No. L-51263, 28 February 1983
Manuel v Ferrer, G.R. No. 117246, 21 August 1995
Diaz v Intermediate Appellate Court, No. L-66574, 17 June 1987
Diaz V Intermediate Appellate Court, G.R. No. 66574, 21 February 1990
Vda. De Crisologo v Court Of Appeals, No. L-44051, 27 June 1985
Suntay III v Cojuangco-Suntay, G.R. No. 183953, 16 June 2010
Verdad v Court Of Appeals, G.R. No. 109972, 29 April 1996
Santillon v Miranda, No. L-19281, 30 June 1965
Bicomong V Almanza, 80 Scra 421
Bacayo V Borromeo, 14 Scra 986
G. Partial Intestacy

XXI. Provisions Common to Testate and Intestate Succession

A. Right Of Accretion, Art 1015 1023. 1. Definition
2. Elements Of Accretion
3. How Accretion Operates
B. Capacity To Succeed (By Will Or By Intestacy)
1. Determination, Art 1024, 1027, 1028, 1032,1039
Cayetano V Leonidas, May 30, 1984
2. Who May Succeed, Art 1024, 1025, 1034, 878, 971, 973, 1026, 1029,
1030

Parish Priest Of Tarlac Vs. Rigor [1979]

3. Who Are Incapable Of Succeeding (By Will Or By Intestacy), Art 1027,
1028, 739.

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4. Effects Of Disqualification, Art 1031.

5. Unworthiness, Art 1032.
A. Revocation Of Unworthiness, Art. 1033.
B. Effect Of Unworthiness, Art. 1035, Fc 225-226, Fc 216, NCC
1036, 1037, 443, 546, Par. 1, Art. 1038, 1040.
C. Acceptance And Repudiation Of Inheritance, Art. 1041.
1. Rule On Retroactivity.
2. Time For Acceptance/Renunciation, Art. 1043, 1057
3. Irrevocability Of Acceptance Or Renunciation, Art. 1056
4. Who May Accept/Renounce, Art. 1044, 1053, 1054, 1045, 1046, 1047,
1048
5. How Acceptance Made, Art. 1049, 1057, 1050.
6. Rule For Renouncement / Renunciation, Art 1051, 1052, 1177 And
1313, 1055.

D. Rule On Executors And Administrators, Art 1058-1060 E. Collation, Art. 1061, 1062, 1063, 1064, 1065, 1066, FC 92 (1), 109 (2), 113,
1067, FC 194, Art. 1068, 1069, 1070, 1071, 1072, 1073, 1074, 1075, 1076, 1077
Imperial vs. CA, 1999
Dizon-Rivera v Dizon, 1970
De Roma v CA [1987]
Locsin v CA [206 Scra]
Vizconde v CA [1998]
1. Determination Or Computation Of Legitime, Art 908, 909/ 910.
2. Reduction, Art 911, 912, 913

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XXII. Partition And Distribution Of Estate, Art 1078- 1105

Fajardo V Fajardo [1930]
Legasto Vs. Versoza [1930]
Alsua Betts V Ca [1979]
Dimayuga V Court Of Appeals, L-48433, 30 April 1984
Raquel Chavez V IAC [1990]
Tuason Vs. Tuason [April 2, 1951]
Basa V Aguilar, G.R. No. L-30994 September 30, 1982,
Caro Vs Honorable Court Of Appeals, G.R. No. L-46001 March 25, 1982,
Garcia Vs. Jose Calaliman, G.R. No. L-26855 April 17, 1989,
Non Vs. The Honorable Court Of Appeals, G.R. No. 137287. February 15, 2000.
Bautista V Grino-Aquino [1988]
De Los Santos V De La Cruz, G.R. No. 165427, March 21, 2011
Ureta V Ureta [2011]
Notarte V Notarte, G.R. No. 180614, Aug. 9, 2012
Neri Vs Uy, Gr 194366, October 10, 2012
Casilang V Casilang-Dizon, Gr 180269, Feb. 20, 2013

XXIII. LEGACIES AND DEVISES, Art. 924 939, 1200, 940 950, 911, 951- 957, 958959,
Fernandez V Dimagiba [1967]
Belen V BPI [1960]
Villanueva V Branoco [2011]

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