Succession Syllabus

§:QCCESSl"Ol"Jl 1•1sem AY 2014-2015 Mark Dennis Y.C. Joven Grading Percentages: 40% Final Exam, 30% Midterms, 30% Recitation. University Rules on class attendance and delinquency will be strictly enforced. More than three (3) unexcused absences during the semester shall merit a grade of "Drcipped" if the student has a passing class standing. If the student h_as a failing class standing (class standing of below 3.0), he shall automatically merit a grade of "5.0". All cellular phones and other electronic devices shall be switched to ·silent mode during class hours. Any violation of this rule will merit a grade of 5.0 for that specific recitation. Addition readings and cases may be assigned during the term.

General Provisions (Arts. 774- 782)

I. a.

Transfer of property, rights and obligations-Arts. 774, 776, 728 1. Union Bank v. Santibanez, 452 SCRA 228 (2005) 2. Estate of Hemady v. Luzon Surety, 100 Phil. 389 (1956) 3. Butte v. Manuel Uy and Sons, GR No. L-15499, 28 February 1962 4. Maglasang v. Cabatingan, GR.No. 131953, 5 June 2002 5. Lee v. RTC of QC Branch 85, G.R. No. 146006,23 February, 2004

b. Obligations limited to value of inheritance-Art. 774 1. Alvarez v. IAC, 185 SCRA 8 (1990) 2. Ledesma v. McLachlin, 66 Phil. 547 (1938) 3. Genato v. Bayhon, et al., GR No. 171035, 24 August 2009 c.

Transfer either through will or operation of law-Art. 774

d. Transmissible rights and obligations 1. Bonilla v. Barcena, 71 SCRA 491 (1976) 2. Conde v. Abaya, 13 Phil. 249 (1909) 3. Cruz v. Cruz, GR No. 173292, 1 September 2010 4. NHA v. Almeida, GR No. 162784, 22 June 2007 e. Succession 1. 2. 3. 4. 5. 6.

occurs at the time of death-Art. 777 Uson v. Del Rosario, 92 Phil. 530 De Borja v. Vda. De Borja, 46 SCRA 577(1972) Lorenzo v. Posadas, 64 Phil. 353 Rioferio v. CA, GR No. 129008, 13 January 2004 Pasco v. Heirs of De Guzman, G.R. No. 165554,26 July 2010 Salus v. Salus, G.R. No. 168970, 15 January 2010 7. Coronel v. CA, G.R. No. 103577,7October 1996

f.

Kinds-Testamentary, Intestate or Mixed-Arts. 778-780

g. Heirs-Fractional Heirs, Devisees, Legatees-Art. 782 II.

Testamentary Succession

a. Wills, In General-Arts. 783 -787 1. Rabadilla v. CA, GR No. 113725, 29 June 2000 2. Herreras v. Gil, 88 Phil. 260 3. Montinola v. Herbosa, CA Rep 2°d 377 4. Vitug v. CA, 183 SCRA 755 (1990) b.

Interpretation of Wills-Arts. 788-794 1. Parish Priest v. Rigor, 89 SCRA 493 (1979) 2. Yambao v. Gonzales, 1 SCRA 1157 1961) 3. Vda. De Villanueva v. Juico, GR No. L-15737, 28 February 1962

c.

Determination of Rules for Intrinsic and Extrinsic Validity of Wills and Conflict of Law RulesArt. 795, 16, 17, 815-817, 819 1. In re will of Rev. Abadia, 95 Phil. 627 (1954) 2. Miciano v. Brimo, 50 Phil. 867 (1927) 3. In re Estate of Christensen, 7 SCRA 95 (1964) 4. In re Estate of Bellis, 20 SCRA 358 (1967) 5. In re Estate of Suntay, 30 June 1954 6. Llorente v. CA, GR No. 124371, 23 November 2000 7. Palaganas v. Palaganas, GR No. 169144, 26 January 2011

d. Testamentary Capacity and Intent-Arts. 796 -803 1. Bagtas v. Paguio, GR No. L-6801, 14 March 1912 2. Torres v. Lopez, GR No. L-25966, 1 November 1926 3. Sancho v. Abella, 58 Phil. 728 (1933) 4. Neyra v. Neyra, 76 Phil. 333 (1946) 5. Samson v. Corrales, 44 Phil. 573 (1923) 6. Ortega v. Valmonte, 478 SCRA 247 (2005) e.

Formal Requirements Common to Notarial and Holographic Wills-Art. 804, 818 1. Estate of Abada v. Abaja, GR No. 147145, 31 January 2005 2. La Cerna v. Poto!, 12 SCRA 576 (1964) 3. Suroza v. Honorado, 110 SCRA 388 (1981)

f.

Notarial Wills-Arts. 805-809, 820-824 1. Abangan v. Abangan, 40 Phil. 476 (1919) 2. Payad v. Tolentino, 62 Phil. 848 (1936) 3. Matias v. Salud, GR No. L-10751, 23 June 1958 4. Barut v. Cabacungan, 21 Phil. 461 (1912) 5. Garcia v. Lacuesta, 90 Phil. 489 (1951) 6. Nera v. Rimando, 18 Phil. 451 (1911) 7. lcasiano v. lcasiano, 11 SCRA 422 (1964) 8. Cagro v. Cagro, 92 Phil. 1032 (1953) 9. Javellana v. Ledesma, 97 Phil. 258 (1955) 10. Cruz v. Villasor, 54 SCRA 31 (1973) 11. Unson v. Abella, 43 Phil. 494 (1922) 12. Jaboneta v. Gustillo, 5 Phil. 541 (1906) 13. Noble v. Abaja, 450 SCRA 265 (2005) 14. Estate of Bermoy, CA GR No. 2300-R, 19 January 1949 15. Garcia v. Vasquez, 32 SCRA 489 (1970) 16. Alvarado v. Gaviola, 226 SCRA 348 (1993) 17. Caneda v. CA, 222 SCRA 781 (1993) 18. Gil v. Murciano, 88 Phil. 260 (1951)

19. Cuevas v. Achacoso, GR No. L-3497, 18 May 1951 20. Gonzales v. CA, 90 SCRA 183 (1979) 21. Lee v. Tambago, AC No. 5281, 12 February 2008 22. Guerrero v. Bihis, 521 SCRA 394 (2007) 23. Azuela v. CA, GR No. 122880, 12 April 2006 g.

Holographic Wills-Art. 810-814 1. 2. 3. 4. 5. 6. 7. 8.

Roxas v. De Jesus, 134 SCRA 245 (1985) Labrador v. CA, 184 SCRA 170 (1990) Azaola v. Singson, 109 Phil. 102 (1960) Coday v. Calugay, 312 SCRA 333 (1999) Gan v. Yap, 104 Phil. 509 (1958) Rodelas v. Aranza, 119 SCRA 16 (1982) Kalaw v. Relova, 132 SCRA 237 (1984) Ajero v. Court of Appeals, GR No. 106720, 15 September 1994

h.

Codicils and Incorporation by Reference-Arts. 825 - 827

i.

Republication and Revival-Arts. 835-837

j.

Revocation-Arts. 828-837 1. Maiolo v. CA, 158 SCRA 451 (1988) 2. Cuevas v. Cuevas, GR No. L-8327, 14 December 1955 3. Gago v. Mamuyac, 49 Phil. 902 (1927) 4. Mola v. Mola, 90 Phil. 37 (1951) 5. Diaz v. De Leon, 43 Phil. 413 (1922)

k. Allowance 1. 2. 3. 4. 5. 6. 7. 8. 9. I.

and Disallowance of Wills-Arts. 838-839 Probate Requirement-Rules of Court, Rules 75 -76 Guevara v. Guevara, 74 Phil. 479 (1943) De la Cerna v. Poto!, supra Gallanosa v. Arcangel, 83 SCRA 676 (1978) Nepomuceno v. CA, 139 SCRA 206 (1985) Nuguid v. Nuguid, 17 SCRA 449 (1966) Maloles v. Phillips, GR Nos. 129505 & 133359, 31 January 2000 Pastor v. Court of Appeals, 31 May 1983 Caso v. Fernandez, 42 Phil. 596 (1921)

Institution of Heirs 1. Arts. 840-853, 856, Austria v. Reyes, 31 SCRA 754 (1970)

m. Preiteration-Arts. 854-855 1. Reyes v. Barretto-Datu, 19 SCRA 85 (1967) 2. Aznar v. Duncan, 17 SCRA 590 (1966) 3. Acain v. IAC, 155 SCRA 100 (1987) 4. DyYiengSeangio v. Reyes, 508 SCRA 177 (2006) 5. Nuguid v. Nuguid, supra 6. JLT Agro v. Balansag, 453 SCRA 211 (2005) n.

Substitution of Heirs-Arts. 857 - 870 1. Palacios v. Ramirez, 111 SCRA 704 (1982) 2. PCI Bank v. Escolin, 56 SCRA 266 (1974) 3. Perez v. Garchitorena, 54 Phi. 431 (1930)

o.

Conditional Testamentary Dispositions and Those with a Term-Arts. 871-885; Rabadilla v. CA, 334 SCRA 522 (2000),

p.

Legitime-Arts. 886 - 914 1. Balane, R., ReservaTroncal: Prospect & Retrospect, 58 Phil. LJ 387 2. Rosales v. Rosales, 148 SCRA 69 (1987) 3. Lapuz v. Eufemia, 43 SCRA 69 (1987) 4. Baritua v. Court of Appeals, 183 SCRA 565 (1990) 5. Solivio v. CA, 182 SCRA 199 (1990) 6. Padura v. Baldovino, GR No. 11960, 27 December 1958 7. Florentino v. Florentino, 40 Phil. 480 (1919) 8. Edroso v. Sablan, 25 Phil. 295 (1913) 9. Sienes v. Esparcia, 1 SCRA 750 (1961) 10. Gonzales v. CFI, 104 SCRA 479 (1981) 11. Cano v. Director, 105 Phil. 1 (1959) 12. Visconde v. CA, 286 SCRA 217 (1998) 13. In re: Adoption of Stephanie Garcia, GR No. 148311, 31 March 2005 14. Francisco v. Francisco-Alfonso, GR No. 138774, 8 March 2001 15. Carlos v. Sandoval, G.R. No. 179922, 16 December 2008

q.

Disinheritance-Arts. 915 -923 1. Ching v. Rodriguez, GR No. 192828, 28 November 2011

r.

Legacies and Devises-Arts. 924 - 959

Intestate Succession

Ill. a.

General Provisions-Arts. 960-969

b.

Right of Representation-Arts. 970-977 1. Teotico v. Del Val, 13 SCRA 406 (1965) 2. Bicomong v. Almanza, 80 SCRA 421 (1977)

c. Order of Intestate Succession-Arts. 978 - 1014 1. Sayson v. CA, 205 SCRA 321 (1992) 2. Corpus v. Administrator, 85 SCRA 567 (1978) 3. Pascual v. Pascual-Bautista, GR No. 84240, 25 March 1992 4. Leonardo v. CA, 120 SCRA 890 (1983) 5. Diaz v. IAC, 150 SCRA 645 (1987) 6. Diaz v. IAC, 182 SCRA 427 (1990) 7. Santillan v. Miranda, 14 SCRA 563 (1965) 8. Bagunu v. Piedad, GR No. 140975, 8 December 2000 9. Heirs of Sandejas v. Lina, GR No. 141634, 5 February 2001 10. Armas v. Calisterio, GR No. 136467, 6 April 2000 11. Baranda v. Baranda, GR No. 73275, 20 May 1987

IV.

Provisions Common to Testate and Intestate Succession a. b.

Right to Accretion-Arts. 1015 - 1023 Capacity to Succeed by Will or Intestacy-Arts. 1024-1040 1. Parish Priest v. Rigor, 89 SCRA 493 (1979)

c.

Acceptance and Repudiation of the Inheritance-Arts. 1041-1057 1. Intestate Estate of Borromeo v. Borromeo, GR No. L-41171, 23July 1987 2. Imperial v. CA, GR No. 112483, 8October 1999

d.

Executors and Administrators-Arts. 1058 -1060

e.

Collation-Arts. 1061 -1077, 908 - 909 1. De Roma v. CA, 152 SCRA 205 (1987) 2. Vda. De Tupas v. Regional Trial Court, 144 SCRA 622 (1986) 3. Adan v. Casili, CA No. 299, 18 March 1946

V.

Partition and Distribution of Estate a.

Partition-Arts. 1078-1096 1. Legasto v. Verzosa, 54 Phil. 766 (1930) 2. Tuason v. Tuason, Jr. and Araneta, Inc., 88 Phil. 428 (1951) 3. Garcia v. Calaliman, 72 SCRA 201 (1989) 4. Rivera v. Dizon, 33 SCRA 554 (1970)

b. Extrajudicial Partition by Heirs-Rules of Court, Rule 74, Sec. 1 c.

Effect of Partition-Arts. 1091 -1096 1. Santos v. De la Cruz, 37 SCRA 555 (1971)

d. Rescission and Nullity of Partition-Arts. 1097 - 1105 VI.

Other Topics (Time Permitting) a.

Estate Taxes-Tax Code, Secs. 84-97; BIR Rev. Regs. 2-2002 (passing discussion on Donor's Taxes)

b.

Introduction to Estate Planning