Estate Law, Wills & Inheritance
Estate Law, Wills & Inheritance
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https://lawyerphilippines.org/2019/02/08/compulsory-heirs-under-philippine-law/
When the deceased has children
No 1 – 1 Legitimate child or Legitimate children
With a will:
Legitimate children (or their children) – 1/2 of the estate divided amongst them
Free portion – 1/2 of the estate
Example: If the estate is worth P1M, then the legitimate child must inherit
P500,000. If there are 4 legitimate children, then each inherits P125,000. The remaining
P500,000 can be left to whomever the estate owner wants as stated in the will.
Without a will:
Legitimate children (or his children) – all of the estate divided amongst them
Example: If the estate is worth P1M, then the legitimate child inherits the total
estate. If there are 4 legitimate children, then each inherits P250,000.
Without a will:
Legitimate child (or his children) – 2/3 of the estate
Illegitimate child (or his children) – 1/3 of the estate
Example: If the estate is worth P1M, then the legitimate child must inherit
P666,666 and the illegitimate child must inherit P333,333.
Without a will:
Legitimate child – 1/2 the estate
Illegitimate children (or their children) – 1/2 of the share of a legitimate child
Example: If there is 1 legitimate child and 3 illegitimate children and the estate is
1M, the estate would be divided so that the legitimate child has 1/2 of the estate.
Although the illegitimate children should have 1/2 of the share of the legitimate child,
this is not possible since it would exceed the amount of the estate. The legitimate child’s
share would be protected and the illegitimate children’s share would be reduced equally
so that each illegitimate child receives P166,666.
Without a will:
Legitimate child – Twice that of the illegitimate child, with the amount depending
on how many illegitimate children there are.
Illegitimate children (or his children) – 1/2 of the share of a legitimate child
Example: If there are 4 legitimate children and 1 illegitimate child, then each
legitimate child will have P222,222 and the illegitimate child will inherit P111,111.
Without a will:
Legitimate child – Twice that of the illegitimate child, with the amount depending
on how many illegitimate children there are.
Illegitimate children (or his children) – 1/2 of the share of a legitimate child
Example: If there are 4 legitimate children and 2 illegitimate children and the
estate is 1M, then each legitimate child receives P200,000. The 2 illegitimate children
will receive P100,000 each.
No 6 – Illegitimate children
With a will:
Illegitimate children (or their children) – 1/2 of the estate divided amongst them
Free portion – 1/2 of the estate
Example: If there are 4 illegitimate children and estate is 1M, then each
illegitimate child receives P125,000. The remaining P500,000 is given to whomever the
estate owner wishes as stated in the will.
Without a will:
Illegitimate children (or his children) – all of the estate divided amongst them
Example: If there are 4 illegitimate children and estate is 1M, then each illegitimate child
receives P250,000.
Without a will:
One legitimate child (or his children) – 1/2 of the estate
Surviving legal spouse – 1/2 of the estate
Example: If the estate is 1M, then the legitimate child receives P500,000 and the
surviving legal spouse receives P500,000.
Without a will:
Legitimate children (or their children) – estate divided by the number of the
legitimate children plus the spouse
Surviving legal spouse – share equal to that of a legitimate child
Example: If the estate is 1M and there are 2 legitimate children, each legitimate
child (or his children if already deceased) receives P333,333 and the surviving legal
spouse receives P333,333.
Without a will:
Legitimate child (or his children) – 1/2 of the estate
Illegitimate child – 1/2 of the share of a legitimate child taken from the free
portion
Surviving legal spouse – 1/4 of the estate from the free portion
Example: If the estate is 1M, the legitimate child receives P500,000, the
illegitimate child receives P250,000 and the surviving legal spouse receives P250,000.
Without a will:
Legitimate child (or his children) – 1/2 of the estate
Illegitimate children – 1/2 of the share of a legitimate child taken from the free
portion
Surviving legal spouse – 1/4 of the estate from the free portion
Free portion – none
Example: If there is a surviving legal spouse, 1 legitimate child and 2 illegitimate
children and estate is 1M, the legitimate child receives P500,000, the illegitimate
children receive P125,000 each and the surviving legal spouse receives P250,000.
Without a will:
Legitimate child (or his children) – 1/2 of the estate
Illegitimate children – 1/2 of the share of a legitimate child
Surviving legal spouse – Share equal to that of a legitimate child but reduced to
the minimum of 1/4 legitime if the estate is not sufficient. [Art 999, Tolentino]
Example: If there are 2 legitimate children, a legal spouse and 4 illegitimate
children and estate is 1M, the legitimate children receive P250,000 each, the illegitimate
children receive P62,500 and the surviving legal spouse receives P250,000.
Without a will:
Illegitimate child/ren – 1/2 of the estate divided among them
Surviving legal spouse – 1/2 of the estate
Example: If the estate is 1M and there is one illegitimate child, the illegitimate
child receives P500,000 and the surviving legal spouse receives P500,000. If there are
2 or more illegitimate children, the P500,000 is divided among them.
Without a will:
Legitimate Ascendants of the deceased – 1/2 of the estate with nearest
ascendants inheriting. If parent/s are alive, this share goes to them. If grandparents are
alive, the share is split between the paternal and maternal sides.
Surviving legal spouse – 1/4 of the estate
Illegitimate Children – 1/4 of the estate
Example: If the estate is 1M, the legitimate ascendants receive P500,000. The
parent/s inherit if they are still alive. Otherwise, the grandparents inherit with the
paternal side receiving P250,000 and the maternal side receiving P250,000. The
illegitimate children receive P250,000 and the surviving legal spouse receives
P250,000.
No 14 – Legitimate Ascendants
(Grandparents/Parents) and 1 or more Illegitimate
Children
With a will:
Legitimate Ascendants of the deceased – 1/2 of the estate
Illegitimate children – 1/4 of the estate taken from the free portion divided among
them
Free portion – 1/4 of the estate
Example: If the estate is 1M, the legitimate ascendants receive P500,000. The
parent/s inherit if they are still alive. Otherwise, the grandparents inherit with the
paternal side receiving P250,000 and the maternal side receiving P250,000. The
illegitimate children receive P250,000 divided equally among them and the rest can be
given to whomever the estate owner wishes as stated in the will.
Without a will:
Legitimate Ascendants of the deceased – 1/2 of the estate with nearest
ascendants inheriting. If parent/s are alive, this share goes to them. If grandparents are
alive, the share is split between the paternal and maternal sides.
Illegitimate child – 1/2 of the estate
Example: If the estate is 1M, the legitimate ascendants receive P500,000. The
parent/s inherit if they are still alive. Otherwise, the grandparents inherit with the
paternal side receiving P250,000 and the maternal side receiving P250,000. The
illegitimate children receive P500,000 divided equally among them.
Without a will:
Siblings of the deceased (or their children) – 1/2 of the estate divided among
them
Surviving legal spouse – 1/2 of the estate
Example: If the estate is 1M, the surviving legal spouse receives P500,000 and
the siblings (or their children) are given the remaining P500,000 to be shared among
them.
Without a will:
Legitimate Ascendants of the deceased – 1/2 of the estate with nearest
ascendants inheriting. If parent/s are alive, this share goes to them. If grandparents are
alive, the share is split between the paternal and maternal sides.
Surviving legal spouse – 1/2 of the estate
Example: If the estate is 1M, the legitimate ascendants receive P500,000. The
parent/s inherit if they are still alive. Otherwise, the grandparents inherit with the
paternal side receiving half of the P500,000 and the maternal side receiving half of the
P500,000. The surviving legal spouse receives P500,000.
Without a will:
Illegitimate Parents – 1/2 of the estate
Surviving legal spouse – 1/2 of the estate
Example: If the estate is 1M, the illegitimate parents receive P500,000 and the
surviving legal spouse receives P500,000.
Excluded heirs and disinherited children
by Atty. Francesco Britanico | Apr 17, 2017 | Estate Law, Wills &
Inheritance
A father died and left behind property. In his last will and testament, he allotted all his
property to his daughters. The father also left behind a son, but the son was not left
anything in the will. He was not even mentioned in the will.
Can the son question the will and have a rightful share of the property his father left
behind?
Yes. The will should be opposed. This is a case of preterition which is not allowed by
law.
What is preterition?
Passed over in the will
The word “preterition” is derived from two Latin terms: praeter –
beyond or by; and ire – to go or to pass. Praeterire therefore means to
go by, to pass by, or to bypass. It connotes an ignoring, an omitting. [1]
A different remedy is needed when the inheritance is less than what was due
to the heir.
Her remedy in such a case is found in Articles 906 and 907 of the Civil
Code. She can demand that her share be fully satisfied. She can even
demand that it be satisfied from the testamentary dispositions that
infringed on or diminished her legitime.
Article 906. Any compulsory heir to whom the testator has left by any
title less than the legitime belonging to him may demand that the
same be fully satisfied.
Article 907. Testamentary dispositions that impair or diminish the
legitime of the compulsory heirs shall be reduced on petition of the
same, insofar as they may be inofficious or excessive.
In any event, these issues should be raised in court estate
proceedings where the inheritance issues are threshed out.
Disinheritance must be for the reasons allowed for by law and can only be
done in a will.
These exclusive causes for disinheriting a direct compulsory heir are
enumerated in Articles 919 and 920. A valid disinheritance is the only
way that living compulsory heirs can be deprived of their legitime
through a will.
Wills which do not follow the forms, requirements, and limits set by law
will be disputed.
Disinheritance2
by Atty. Francesco Britanico | Apr 17, 2017 | Estate Law, Wills &
Inheritance
InheritanceLegal statutes
Below are the provisions of Philippine Civil Law on Disinheritance for those who need it
as reference or who want to see the letter of the law.
For discussion, please see: Excluded heirs and disinherited children. Note that
disinheritance requires special proceedings for it to be valid.