Succession Tables

BarOps ‘99

CETABLES

Set 1. SUMMARY OF THE FORMALITIES WHICH MAY BE OBSERVED IN THE EXECUTION OF A WILL

FOREIGN ELEMENT SOUGHT TO BE  ADDRESSED  ADDRESSED %HAT LA% MA& BE  APPLICABLE  APPLICABLE

NON-RESIDENT FILIPINO Domicile

NON-RESIDENT  ALIEN Citizen!i"

RESIDENT ALIEN

P!ili""ine l#' Domicili#() l#' Le* loci cele+(#cione

P!ili""ine l#' Tet#to(, n#tion#l l#' Domicili#() l#'

P!ili""ine l#' Tet#to(, n#tion#l l#'

Domicile #n$ Citizen!i"

QUALIFICATIONS OF O F A WITNESS AND A TESTA T ESTATOR TOR

1. 0. 5. 6. :. ;. =.

%ITNESS 1 )e#( )e#(  o #/e #/e P!)ic#l P!)ic#ll) l) it not $e#2 $e#2 $3m+2 $3m+2 o( +lin$ +lin$44 Lite(# Lite(#te te22 #+le #+le to (e# (e#$ $ #n$ #n$ '(ite '(ite No "(io( "(io( con7 con7ictio iction n "e(83()9 "e(83()9#l #le e tetimon)9#liic#tion4 Domic Domicile ile$ $ in t!e t!e P!il P!ili"" i""in ine e Not not#() not#() P3+lic P3+lic +eo +eo(e (e '!om '!om t!e 'ill i #c3#ll) +et'een tot#l n3m+e( o c!il$(en "l3 t!e 3(7i7in/ "o3e

1

%!ole et#te $i7i$e$ B) t!e (#tio o 0 o( t!e le/itim#te c!il$2 1 o( e#c! ille/itim#te c!il$ 2 "(o7i$e$ t!#t le/itime 'o3l$ not +e im"#i(e$ 1

6. ONE LEGITIMATE CHILD2 ILLEGITIMATE CHILDREN2 AND SURIING SPOUSE Le/itim#te C!il$ 190 Rem#inin/ "o(tion %!ole et#te o et#te $i7i$e$ Ille/itim#te c!il$(en  o t!e !#(e o I #n)2 #te( "#)in/ B) t!e (#tio o 0 o( e#c! le/itim#te c!il$ le/itime to +e t!e le/itim#te c!il$2 $i7i$e$ +) t!e (#tio 1 o( e#c! o 0 o( e#c! ille/itim#te c!il$ #n$ ille/itim#te c!il$ #n$ 0 o( t!e 3(7i7in/ 0 o( t!e 3(7i7in/ "o3e 2 "(o7i$e$ "o3e t!#t le/itme 'o3l$ +ot +e im"#i(e$ S3(7i7in/ S"o3e  Tot#l #(ie $e"en$in/ N3m+e( o 1 on Ille/itim#te c!il$(en :. LEGITIMATE CHILDREN2 ILLEGITIMATE CHILDREN AND SURIING SPOUSE Le/itim#te c!il$(en 190 Rem#inin/ "o(tion %!ole et#te o et#te $i7i$e$ Ille/itim#te c!il$(en  o t!e !#(e o I #n)2 #te( "#)in/ B) t!e (#tio o 0 o( e#c! le/itim#te c!il$ le/itime to +e e#c! le/itim#te $i7i$e$ +) t!e (#tio c!il$2 1 o( e#c! o 0 o( e#c! ille/itim#te c!il$ #n$ P#/e 10 o 16

BarOps ‘99

S3(7i7in/ "o3e

Tot#l

le/itim#te c!il$2 1 o( e#c! ille/itim#te c!il$ S#me # !#(e o  An$ 0 o( t!e e#c! le/itim#te c!il$ 3(7i7in/ "o3e #(ie $e"en$in/ on Ille/itim#te c!il$(en

;. LEGITIMATE PARENTS ALONE Le/itim#te "#(ent 190 Tot#l 190

0 o( t!e 3(7i7in/ "o3e2

N3m+e( o

P(o7i$e$ t!#t le/itime 'o3l$ not +e im"#i(e$ 1

190 190

1 1

=. LEGITIMATE PARENTS AND ILLEGITIMATE CHILDREN Le/itim#te "#(ent  ----Ille/itim#te c!il$(en   Tot#l J 

  1

. LEGITIMATE PARENTS AND SURIING SPOUSE Le/itim#te P#(ent  ----S3(7i7in/ S"o3e   Tot#l J 

  1

. LEGITIMATE PARENTS2 SURIING SPOUSE AND ILLEGITMATE CHILDREN Le/itim#te "#(ent  ---- S3(7i7in/ "o3e 19 19  Ille/itim#te c!il$(en  ---- Tot#l =9 19 1 1. ILLEGITMATE CHILDREN ALONE Ille/itim#te c!il$(en  Tot#l 

 

1 1

11. ILLEGITIMATE CHILDREN AND SURIING SPOUSE Intet#te S!#(e S!#(e # Le/itime S!#(e # F(ee Di"o#l Ille/itim#te c!il$(en 195 19; S3(7i7in/ "o3e 195 19; Tot#l 095 195

Tot#l Intet#te S!#(e   1

10. SURIING SPOUSE ALONE S3(7i7in/ S"o3e  o( 195 Tot#l  o( 195

 o( 195  o( 195

1 1

15. ILLEGITMATE PARENTS ALONE Ille/itim#te "#(ent  Tot#l 

 

1 1

16. ILLEGITMATE PARENTS AND SURIING SPOUSE P#/e 15 o 16

BarOps ‘99

Ille/itim#te "#(ent S3(7i7in/ "o3e Tot#l

  

  

1:. BROTHERS2 SISTERS2 NEPHE%S AND NIECES ALONE B(ot!e(2 Site(2   Ne"!e' #n$ Niece Tot#l  

  1

1

1

1;. SURIING SPOUSE AND BROTHERS2 SISTERS2 NEPHE%S AND NIECES S3(7i7in/ "o3e  ---- B(ot!e(2 ite(2 ----  ne"!e' #n$ niece Tot#l   1

SUCCESSION O UTLINE  OF  M EMORY  AID

I.

GENERAL CONCEPTS OF SUCCESSION   

II.

Element o 3cceion Re>3iite o( t!e t(#nmiion o t!e (i/!t o 3cceion T(e#tment o #cc(3#l 3n$e( l#' o 3cceion

TESTAMENTARY SUCCESSION

 A. TWO KINDS OF WILLS 1. Not#(i#l    

Re>3iite o not#(i#l 'ill Content o #ttet#tion cl#3e  A$$ition#l (e>3iite i $e# o( $e#-m3te  A$$ition#l (e>3iite i +lin$

0. Holo/(#"!ic 

Re>3iite o !olo/(#"!ic 'ill

B.  AMENDING A WILL 

Eect o c#ncell#tion2 #$$ition ine(tion42 o( e(#3(e on t!e 7#li$it) o t!e 'ill

C. FORMALITIES IN THE EXECUTION  

S3mm#() o t!e o(m#litie '!ic! m#) +e o+e(7e$ in t!e e*ec3tion o # 'ill t#+le4 P#/e 16 o 16

BarOps ‘99



K3#liic#tion o # 'itne #n$ # tet#to( 

D. CODICIL E. REVOCATION OF A WILL F. PROBATE   

Deinition M#tte( to +e "(o7e$

G. GROUNDS FOR DISALLOWANCE OF A WILL H. INSTITUTION OF HEIR    

Re>3iite o( # 7#li$ intit3tion o !ei(  5 "(inci"le in t!e intit3tion o !ei(  R3le (e/#($in/ # "e(on, (i/!t to $i"oe o !i et#te

I. PRETERITION    

Re>3iite Eect P(ete(ition #n$ $iin!e(it#nce2 $itin/3i!e$ t#+le4

. DISINHERITANCE    

Deinition Re>3iite o( # 7#li$ $iin!e(it#nce S3mm#() c#3e o( $iin!e(it#nce t#+le4

. VACANCIES  

C#3e o 7#c#nc) in 3cceion Ho' #(e 7#c#ncie ille$

L. SUBSTITUTION   

Cl#e o 3+tit3tion Re>3iite o # i$eicommi#() 3+tit3tion

M. ORDER OF PAYMENT IN CASE ESTATE NOT SUFFICIENT TO COVER ALL LEGACIES AND DEVISES

III. COMPULSORY / LEGITIMARY SUCCESSION

 A. LEGITIME 

B. DIFFERENT CLASSES OF HEIRS 

Com"3lo() !ei( t#+le4 P#/e 1: o 16

BarOps ‘99 

S3mm#() o le/itime o com"3lo() !ei( t#+le4

C. RESERVA TRONCAL D. REMEDIES OF THE COMPULSORY HEIR IN CASE OF IMPAIRMENT OF LEGITIME 

IV.

INTESTATE / LEGAL SUCCESSION

 A. GENERAL  

C#3e o le/#l o( intet#te 3cceion 0 3n$#ment#l 3n$e(l)in/ "(inci"le in le/#l o( intet#te 3cceion

B. REPRESENTATION   

G(o3n$ '!en t!e (i/!t o (e"(eent#tion 'ill +e #7#il#+le %!o c#n e*e(cie t!e (i/!t o (e"(eent#tion

C. ORDER OF INTESTATE SUCCESSION  

 

O($e( o intet#te 3cceion o # le/itim#te c!il$2 #n ille/itim#te c!il$ #n$ #n #$o"te$ c!il$ t#+le4 O($e( o e*cl3ion #n$ conc3((ence in intet#te 3cceion t#+le4 S3mm#() o intet#te !#(e t#+le4

D. INCAPACITY TO SUCCEED  

Pe(on inc#"#cit#te$ to 3ccee$ +ec#3e o "oi+le 3n$3e inl3ence Pe(on inc#"#cit#te$ to 3ccee$ +ec#3e o 3n'o(t!ine

V. PROVISIONS COMMON TO TESTATE AND INTESTATE SUCCESSION  

Re>3iite o( #cc(etion to t#