Wills and Succession Course Outline and Cases (New)

• • • • • • • • •

WILLS AND SUCCUSSION COURSE OUTLINE AND CASES X.U. SCHOOL YEAR 2013-2014 KATHRYN PINEDA-DELA SERNA I.

GENERAL PROVISIONS -

Articles 774 to 782, Civil Code

A. DEFINITION -

AND

CONCEPT

Ong vs. Court of Appeals, G.R. No. L-75884, September 24, 1987 Bonilla vs. Barcena, G.R. No. L-41715, June 18, 1976 Butte vs. Manuel and Sons, G.R. No. L-15499, February 28, 1962 Reganon vs. Imperial, G.R. No. L-24434, January 17, 1968 Ramirez vs. Baltazar, G.R. No. L-25049, August 30, 1968 Salvador vs. Sta. Maria, G.R. No. L-25952, June 30, 1967 Uson vs. Del Rosario, G.R. No. L-4963, January 29, 1953 De Borja vs. De Borja, G.R. No. L-14851, August 31, 1961 Mondoñido vs. Alaura, G.R. No. L-5561, January 26, 1954 E. ADMINISTRATION

Articles 774, 712, 1311, 1178, Civil Code

CASES:

CASE:

• •

•

• • • •

Alvarez vs. IAC, G.R. No. 68053, May 7, 1990 Estate of Hemady vs. Luzon Surety, G.R. No. L-8437, November 28, 1956 Uson vs. Del Rosario, G.R. No. L-4963, January 29, 1953 Bonilla vs. Barcena, G.R. No. L-41715, June 18, 1976 Butte vs. Manuel Uy & Sons, Inc, G.R. No. L-15499, February 28, 1962 De Borja vs. Vda. de Borja, G.R. No. L-28040, August 18, 1972 B. SUBJECTS C. OBJECT

OF

D. OPENING

-

OF

• • II.

Pacio vs. Billo, G.R. No. L-15088, January 31, 1961 Blas vs. Santos, G.R. No. L-14070, March 29, 1961 TESTAMENTARY SUCCESSION

A.

SUCCESSION

WILLS a. WILLS

Articles 777, 2263, 2253, 533, 1347, 1461, 130, 132, 390, 391, Civil Code Articles 84, 86, Family Code

Herrera vs. Borromeo, G.R. No. L-41171, July 23, 1987

Testamentary (Article 779, Civil Code) Legal or intestate (Article 960, Civil Code) Mixed (Article 780, Civil Code) Contractual (Articles 130, 1347, 752, Civil Code)

CASES:

-

IN

GENERAL

Articles 783-795, Civil Code

1. Definition

CASES: •

SUCCESSION

G. AFTER-ACQUIRED PROPERTIES

SUCCESSION

Articles 776, 781, 1311, 1429, Civil Code Article 108, Revised Penal Code Rule 86, Section 5, Revised Rules of Court Rule 87, Section 1, Revised Rules of Court

OF

1. 2. 3. 4.

SUCCESSION

ESTATE

Corona vs. Court of Appeals, et al., G.R. No. L-59821, August 30, 1982 F. KINDS

Articles 775, 782, Civil Code

-

-

OF

OF

CASES:

Article 783, Civil Code

Page 2 – Wills and Succession K.P. Dela Serna

• •

Riera vs. Palmaroli, G.R. No. 14851, September 13, 1919 Vitug vs. Court of Appeals, G.R. No. 82027, March 29, 1990 2. Characteristics of a Will -

CASES: • •

Articles 783, 839 (3) & (4), 828, 796-798, 777, 818, 784787, Civil Code

Balanay vs. Martinez, G.R. No. L-39247, June 27, 1975 Castañeda vs. Alemany, G.R. No. 1439, March 19, 1904 3. Interpretation of Wills -

CASES: • • • B.

TESTAMENTARY CAPACITY

CASES: • • • • C.

Articles 788-794, 930, Civil Code Section 9, Rule 130, Revised Rules of Court Section 23, Rule 130, Revised Rules of Court

Solla vs. Ascueta, G.R. No. 24955, September 4, 1926 Dizon-Rivera vs. Dizon, G.R. No. L-24561, June 30, 1970 Vda. De Villaflor vs. Juico, G.R. No. L-15737, February 28, 1962

-

AND INTENT

Articles 796-803, Civil Code Article 97, Family Code

Bellis vs. Bellis, G.R. No. L-23678, June 6, 1967 In re: Edward Christensen vs. Christensen-Garcia, G.R. No. L-11483-84, February 14, 1958 Cayetano vs. Leonidas, G.R. No. L-54919, May 30, 1984 In re: Dominga Butalid, G.R. No. L-4029, January 25, 1908 FORMS

OF

WILLS -

1. NOTARIAL WILL

Articles 804- 819, Civil Code

1) General Requirements CASES: • • • • • • •

-

Article 804, Civil Code

Testate Estate of the Late Alipio Abada vs. Abaja, et al., G.R. No. 147145, January 31, 2005 Llorente vs. Court of Appeals, GR No. 124371, November 23, 2000 Suroza vs. Honrado, Adm. Matter No. 2026, December 19, 1981 Abangan vs. Abangan, G.R. No. 13431, November 12, 1919 Acop vs. Piraso, G.R. No. 28946, January 16, 1929 Lopez vs. Liboro, G.R. No. L-1787, August 27, 1948 Reyes vs. Zuñiga Vda. de Vidal, G.R. No. L-2862, April 21, 1952 2) Specific Requirements

CASES: • • • • • • • • • • • • • • •

-

Articles 805-806, Civil Code

Azuela vs. Court of Appeals, G.R. No. 122880, April 12, 2006 Abangan vs. Abangan, G.R. No. 13431, November 12, 1919 Abaya vs. Zalamero, G.R. No. L-3907, March 12, 1908 Aldaba vs. Roque, G.R. No. 17304, May 22, 1922 Andalis vs. Pulgueras, G.R. No. 39209, March 10, 1934 Antonio vs. Antonio, G.R. No. 22399, December 12, 1924 Araujo vs. Celis, G.R. No. 2308, April 30, 1906 Avera vs. Garcia, G.R. No. 15566, September 14, 1921 Azaola vs. Singson, G.R. No. L-14003, August 5, 1960 Balonan vs. Abellana, G.R. No. L-15153, August 31, 1960 Barut vs. Cabacungan, G.R. No. 6285, February 15, 1912 Cagro vs. Cagro, G.R. No. L-5826, April 29, 1953 Calde vs. Court of Appeals, G.R. No. 93980, June 27, 1994 Caluya vs. Domingo, G.R. No. 7647, March 27, 1914 Caneda vs. Court of Appeals, G.R. No. 103554, May 28, 1993

• • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •

Cruz vs. Villasor, G.R. No. L-32213, November 26, 1973 Cuevas vs. Achacoso, G.R. No. L-3497, May 18, 1951 De la Cerna vs. Rebaca-Potot, G.R. No. L-20234, December 23, 1964 Dichoso vs. De Gorostiza, G.R. No. 35586, October 31, 1932 Ex parte Ondevilla, G.R. No. 4454, April 12, 1909 Gabriel vs. Mateo, G.R. No. 26545, December 16, 1927 Gabucan v. Manta, G.R. No. L-51546, January 28, 1980 Gan v. Yap, G.R. No. L-12190, August 30, 1958 Garcia v. Lacuesta, G.R. No. L-4067, November 29, 1951 Garcia vs. Gatchalian, G.R. No. L-20357, November 25, 1967 Gil vs. Murciano, G.R. No. L-3362, March 1, 1951 Gillesania vs. Menasalvas, G.R. No. 4202, March 9, 1909 Gonzales vs. CA, G.R. No. L-37453, March 25, 1979 Gonzales vs. Carungcong, G.R. Nos. L-3272-73, November 29, 1951 Guison vs. Concepcion, G.R. No. 2586, January 19, 1906 Gumban vs. Gorecho, G.R. No. 26135, March 3, 1927 Icasiano vs. Icasiano, G.R. No. L-18979, June 30, 1964 In re: Estate of Nepomuceno, G.R. No. 9677, December 15, 1914 In re: Estate of Neumark, G.R. No. L-20366, August 30, 1923 In re: Estate of Saguinsin, G.R. No. 15025, March 15, 1920 In re: Will of Prieto, G.R. No. L-17761, April 28, 1922 In re: Will of Siason, G.R. No. L-4132, March 23, 1908 Jaboneta vs. Gustilo, G.R. No. 1641, January 19, 1906 Jacinto vs. Mercado, G.R. No. 23392, March 18, 1925 Javellana vs. Ledesma, G.R. No. L-7179, June 30, 1955 Kalaw vs. Relova, G.R. No. L-40207, September 28, 1984 In re: Labrador vs. CA, G.R. No. 83843-44, April 5, 1990 Lopez vs. Liboro, G.R. No. L-1787, August 27, 1948 Martir vs. Martir, G.R. No. 46995, June 21, 1940 Macapinlac vs. Alimurong, G.R. No. 5149, March 22, 1910 Mendoza vs. Pilapil, G.R. No. 47931, Junio 27, 1914 Nayve vs. Mojal, G.R. No. 21755, December 29, 1924 Nera vs. Rimando, G.R. No. L-5971, February 27, 1911 Payad vs. Tolentino, G.R. No. 42258, January 15, 1936 In re: Taboada vs. Rosal, G.R. No. L-36033, November 5, 1982 Quinto vs. Morata, 31732, February 19, 1930 Rey vs. Cartagena, G.R. No. 34288, November 10, 1931 Reyes vs. Vda. de Vidal, G.R. No. L-2862, April 21, 1952 Rivera vs. IAC, G.R. No. 75005-06, February 15, 1990

• • • • • • • • • •

Page 3 – Wills and Succession K.P. Dela Serna

Rodelas vs. Aranza, G.R. No. L-58509, December 7, 1982 Rodriguez vs. Alcala, G.R. No. 32672, November 5, 1930 In re: De Jesus vs. De Jesus, G.R. No. L-38338, January 28, 1985 Saño vs. Quintana, G.R. No. 24566, December 18, 1925 Sebastian vs. Pañganiban, G.R. No. 39797, March 12, 1934 In re: Mendoza vs. Pilapil, G.R. No. 47931, Junio 27, 1941 Uy Coque vs. Sioca, G.R. No. L-17430, May 31, 1922 Vda. De Ramos vs. CA, G.R. No. L-40804, January 31, 1978 Villaflor vs. Tobias, G.R. No. 27440, December 24, 1927 Yap Tua vs. Yap Ka Kuan, G.R. No. 6845, September 1, 1914 3) Special Requirements

CASES: • • •

-

Articles 807-808, Civil Code

Alvarado vs. Gaviola, G.R. No. 74695, September 14, 1993 Precilla vs. Narciso, G.R. No. L-27200, August 18, 1972 Garcia vs. Vasquez, G.R. No. L-26615, L-26884 & L-27200, April 30, 1970 4) Substantial Compliance

CASES: • • • • • • • • • •

-

Article 809, Civil Code

Caneda vs. CA, G.R. No. 103554, May 28, 1993 Alcala vs. De Villa, G.R. No. 47351, Abril 18, 1941 Roxas vs. De Jesus, G.R. No. L-38338, January 28, 1985 Fernandez vs. Vergel de Dios, G.R. No. L-21151, February 25, 1924 Pecson vs. Coronel, G.R. No. 20374, October 11, 1923 In re: Taboada vs. Rosal, G.R. No. L-36033, November 5, 1982 Rey vs. Cartagena, G.R. No. 34288, November 10, 1931 Sabado vs. Fernandez, G.R. No. 47731, June 27, 1940 Sebastian vs. Panganiban, G.R. No. 39797, March 12, 1934 De Gala vs. Gonzales, G.R. No. 30289, March 26, 1929 2. HOLOGRAPHIC WILLS -

Article 810, Civil Code

• • • •

1) General Requirements -

Article 804, Civil Code

CASES: • •

Codoy vs. Calugay, G.R. No. 123486, August 12, 1999 Catral, et al. vs. Court of Appeals, et al., G.R. No. 83885, December 29, 1989

• • •

2) Specific Requirements CASES: • • •

-

• • • • • • •

Articles 810- 813, Civil Code

Labrador vs. CA, G.R. No. 83843-44, April 5, 1990 Roxas vs. De Jesus, G.R. No. L-38338, January 28, 1985 Kalaw vs. Relova, G.R. No. L-40207, September 28, 1984 3) Requirement for Probate -

Article 811, Civil Code

E.

Page 4 – Wills and Succession K.P. Dela Serna

In re: Taboada vs. Rosal, et al., G.R. No. L-36033, November 5, 1982 In re: Rodelas vs. Aranza, et al., G.R. No. L-58509, December 7, 1982 Gonzales vs. Court of Appeals, G.R. No. L-37453, May 25, 1979 Vda. de Ramos, et al. vs. Court of Appeals, et al., G.R. No. L-40804, January 31, 1978 Cruz vs. Villasor, G.R. No. L-32213, November 26, 1973 Ramirez vs. Butte, G.R. Nos. L-6601-02, December 29, 1956 In re: Vda. de Molo. et al. vs. Tanchuco, G.R. No. L-8774, November 26, 1956 Barrera vs. Tampoco, et al., G.R. No. L-5263, February 17, 1954 Merza vs. Porras, G.R. No. L-4888, May 25, 1953 In re: Singson vs. Florentino, et al., G.R. No. L-4603, October 25, 1952 Gan vs. Yap, G.R. No. L-12190, August 30, 1958 Azaola vs. Singson, G.R. No. L-14003, August 5, 1960 Junquera vs. Borromeo, et al., G.R. No. L-18498, March 30, 1967 In re: Garcia vs. Gatchalian, et al., G.R. No. L-20357, November 25, 1967 CODICILS

CASES: • • • • • •

-

Dy Yieng Seangio vs. Reyes, G.R. Nos. 140371-72, November 27, 2006 Rivera vs. IAC, G.R. Nos. 75005-06, February 15, 1990 Pastor, Jr. vs. Court of Appeals, G.R. No. L-56340, June 24, 1983 Gan vs. Yap, G.R. No. L-12190, August 30, 1958 Rodelas vs. Aranza, G.R. No. L-58509, December 7, 1982 Azaola vs. Singson, G.R. No. L-14003, August 5, 1960

-

Article 814, Civil Code

CASES:

D.

Ajero vs. Court of Appeals, G.R. No. 106720, September 15, 1994 Kalaw vs. Relova, G.R. No. L-40207, September 28, 1984 WITNESSES -

CASES:

TO

WILLS Articles 820 to 824, Civil Code

REFERENCE

Articles 825 to 827, Civil Code

CASES: • • • • • •

4) Alterations

• •

AND INCORPORATION BY

F.

Camaya, et al. vs. Patulandong, G.R. No. 144915, February 23, 2004 Rabadilla vs. Court of Appeals, et. al., G.R. No. 113725, June 29, 2000 Calde vs. Court of Appeals, et al., G.R. No. 93980, June 27, 1994 In re: Alvarado vs. Gaviola, Jr., et al., G.R. No. 74695, September 14, 1993 Unson vs. Abella, G.R. No. 17857, June 12, 1922 Castro vs. Litao, G.R. No. 31673, March 31, 1930 REVOCATION

CASES: • • • •

-

OF

WILLS

AND

TESTAMENTARY DISPOSITIONS

Articles 828 to 834, Civil Code

Ampoloquio vs. Court of Appeals, G.R. No. L-46800-01, April 29, 1994 Testate Estate of the Late Adriana Maloto vs. Court of Appeals, G.R. No. 76464, February 29, 1988 Lipana vs. CFI, G.R. No. 47174, June 28, 1940 Diaz vs. De Leon, G.R. No. L-17714, May 31, 1922

• • • • G.

Gago vs. Mamuyac, G.R. No. 26317, January 29, 1927 Molo vs. Molo, G.R. No. L-2538, September 21, 1951 Samson vs. Naval, G.R. No. 11823, February 11, 1918 Timbol vs. Manalo, G.R. No. 2696, May 5, 1906 REPUBLICATION -

H.

ALLOWANCE -

AND

REVIVAL

OF

WILLS

Articles 835 to 837, Civil Code

AND

DISALLOWANCE

OF

WILLS

Articles 838 to 839, Civil Code

CASES: • • • • • • • • • • • • • • • • • • • • • • • • • •

Maloles II vs. Phillips, G.R. Nos. 129505 & 133359, January 31, 2000 Acain vs. IAC, G.R. No. L-72706, October 27, 1987 In re: Ayllon vs. Sevilla, G.R. No. 79244, December 10, 1987 Asinas vs. CFI, G.R. No. 29038, March 10, 1928 Austria vs. Ventenilla, G.R. No. 6620, January 11, 1912 Balanay vs. Martinez, G.R. No. L-39247, June 27, 1975 Castaneda vs. Alemany, G.R. No. 1439, March 19, 1904 Chiong Joc-Soy vs. Vaño, G.R. No. L-3459, March 22, 1907 Coso vs. Fernandez Deza, G.R. No. 16763, December 22, 1921 Cuizon vs. Ramolete, G.R. No. L-51291, May 29, 1984 Cuenco vs. CA, G.R. No. L-24742, October 26, 1973 Cuyugan vs. Baron, G.R. No. 45804, Febrero 7, 1940 Tangco vs. De Borja, G.R. No. L-28040, August 18, 1972 De la Cerna vs. Rebeca-Potot, G.R. No. L-20234, December 23, 1964 De Guzman vs. Angeles, G.R. No. L-78590, June 20, 1988 Gallanosa vs. Arcangel, G.R. No. L-29300, June 21, 1978 Jimenez vs. IAC, G.R. No. 75773, April 17, 1990 Leviste vs. CA, G.R. No. 29184, January 30, 1989 Limpin vs. Yalung, G.R. No. 19077, January 23, 1923 Macam vs. Gatmaitan, G.R. No. 40445, August 17, 1934 Manahan vs. Manahan, G.R. No. 38050, September 22, 1986 Manalo vs. Paredes, G.R. No. 24168, September 22, 1925 Mang-oy vs. CA, G.R. No. L-27421, September 12, 1986 In re: Maravilla vs. Maravilla, G.R. No. L-23225, February 27, 1971 Mercado vs. Santos, G.R. No. 45629, September 22, 1938 Maninang vs. CA, G.R. No. L-57848, June 19, 1982

• • • • • • • • • • • • • • • • • • • • • •

Page 5 – Wills and Succession K.P. Dela Serna

Montanaño vs. Suesa, G.R. No. 4724, December 24, 1909 Nepomuceno vs. Court of Appeals, G.R. No. L-62952, October 9, 1985 Pastor vs. Court Appeals, G.R. No. L-56340, June 24, 1983 Ortega vs. CA, G.R. No. L-43155, August 14, 1987 Paras vs. Narciso, 10959, November 2, 1916 Pascual vs. De la Cruz, G.R. No. L-24819, May 30, 1969 Pecson vs. Coronel, G.R. No. 20374, October 11, 1923 Reynoso vs. Tolentino, G.R. No. 46078, May 25, 1939 Roberts vs. Leonidas, G.R. No. L-55509, April 27, 1984 Rodelas vs. Aranza, G.R. No. L-58509, December 7, 1982 Sahagun vs. Gorostiza, G.R. No. L-3059, January 22, 1907 Sancho vs. Abella, G.R. No. 39033, November 13, 1933 Santos vs. Sto. Domingo, G.R. No. 47398, Abril 14, 1941 Teotico vs. Del Val, G.R. No. L-18753, March 26, 1965 Tolentino vs. Francisco, G.R. No. 35993, December 19, 1932 Valera vs. Inserto, G.R. No. L-56504 & L-59867-68, May 7, 1987 Valera vs. Purugganan, G.R. No. 1888, September 2, 1905 Fernandez vs. Tantoco, G.R. No. 25489, September 8, 1926 Vizconde vs. Court of Appeals, G.R. No. 118449, February 11, 1998 Vda. de Perez vs. Tolete, G.R. No. 76714, June 2, 1994 Infante de Aranz, et al. vs. Galing, et al., G.R. No. 77047, May 28, 1988 Avera vs. Garcia, G.R. No. 15566, September 14, 1921 B. INSTITUTION OF HEIRS

CASES: • • • • • • • • • • •

-

Articles 840-856, Civil Code

Austria vs. Reyes, G.R. No. L-23079, February 27, 1970 Del Rosario vs. Del Rosario, G.R. No. 1027, May 19, 1903 Escuin vs. Escuin, G.R. No. 4359, September 24, 1908 Nable Jose vs. Uson, G.R. No. 8927, March 10, 1914 Pecson vs. Coronel, G.R. No. 20374, October 11, 1923 Resurreccion vs. Javier, G.R. No. 42539, October 23, 1936 Batiquin vs. Batiquin, G.R. No. 21164, March 18, 1924 Gutierrez vs. Calderon, G.R. No. 39796, March 9, 1934 De Aparicio vs. Paraguya, G.R. No. L-29771, May 29, 1987 Lopez, et al. vs. Gonzaga, et al., G.R. No. L-18788, January 31, 1964 Nuguid vs. Nuguid, et al., G.R. No. L-23445, June 23, 1966

•

Testate Estate of Gregorio Ventura, et al. vs. Ventura, et al., G.R. No. L23875, May 27, 1977 A.

CASES: • • • • • • • • • • • • • • •

PRETERITION -

Articles 854, 906, 855, 918, Civil Code

J.L.T. Agro, Inc. vs. Balansag, et al., G.R. No. 141882, March 11, 2005 Manongsong vs. Estimo, et al., G.R. No. 136773, June 25, 2003 Acain vs. Court of Appeals, G.R. No. L-72706, October 27, 1987 Aznar vs. Duncan, G.R. No. L-24365, June 30, 1966 In re: Balanay vs. Martinez, G.R. No. L-39247, June 27, 1975 Eleazar vs. Eleazar, G.R. No. 45978, April 24, 1939 Escuin vs. Escuin, G.R. No. 4359, September 24, 1908 Neri vs. Akutin, G.R. No. 47799, May 21, 1943 Nuguid vs. Nuguid, G.R. No. L-23445, June 23, 1966 Reyes vs. Barretto-Datu, G.R. No. L-17818, January 20, 1967 Solano vs. Court of Appeals, G.R. No. L-41971, November 29, 1983 Maninang, et al. vs. Court of Appeals, et al., G.R. No. L-57848, June 19, 1982 Heirs of the Late Matilde Montinola-Sanson vs. Court of Appeals, et al., G.R. No. 76648, February 26, 1988 Testate Estate of the Late Gregorio Ventura, et al. vs. Ventura, et al., G.R. No. L-26306, April 27, 1988 Bautista, et al. vs. Griño-Aquino, et al., G.R. No. L-79958, October 28, 1988

Page 6 – Wills and Succession K.P. Dela Serna

• • • • • • •

Palacios vs. Ramirez, G.R. No. L-27952, February 15, 1982 Crisologo vs. Singson, G.R. No. L-13876, February 28, 1962 Baritua vs. Court of Appeals, G.R. No. 82233, March 22, 1990 Rosales vs. Rosales, G.R. No. L-40789, February 27, 1987 Van Dorn vs. Romillo, Jr., G.R. No. L-68470, October 8, 1985 Chittick vs. Court of Appeals, et al., G.R. No. L-25350, October 4, 1988 Vda. de Salazar vs. Court of Appeals, et al., G.R. No. 121510, November 23, 1995

A.

FIDEICOMMISSARY SUBSTITUTION

CASES: • • • • • • • • • •

Rabadilla vs. Court of Appeals, et. al., G.R. No. 113725, June 29, 2000 Testate Estate of Ramirez vs. Vda. De Ramirez, G.R. No. L-27952, February 15, 1982 Vda. de Mapa vs. Court of Appeals, G.R. No. L-38972, September 28, 1987 Crisologo vs. Singson, G.R. No. L-13876, February 28, 1962 Rodriguez vs. Court of Appeals, G.R. No. L-28734, March 28, 1969 de la Puerta vs. Court of Appeals, G.R. No. 77867, February 6, 1990 Perez vs. Garchitorena, G.R. No. 31703, February 13, 1930 Testate Estate of Aranas vs. Aranas, G.R. No. L-56249, May 29, 1987 Vda. de Kilayko, et al. vs. Tengco, et al., G.R. No. L-45425 & 45965, March 27, 1992 Barreto vs. Tuason, G.R. No. 23923, March 23, 1926 D. CONDITIONAL TESTAMENTARY DISPOSITIONS TESTAMENTARY DISPOSITIONS WITH A TERM

C. SUBSTITUTION OF HEIRS -

Articles 857-870, Civil Code

-

CASES:

CASES:

•

• • • • • •

• • • • •

Testate Estate of Ramirez vs. Vda. De Ramirez, G.R. No. L-27952, February 15, 1982 Vda. De Mapa vs. Court of Appeals, G.R. No. L-38972, September 28, 1987 Crisologo vs. Singson, G.R. No. L-13876, February 28, 1962 Rodriguez vs. Court of Appeals, G.R. No. L-28734, March 28, 1969 De la Puerta vs. Court of Appeals, G.R. No. 77867, February 6, 1990 PCIB vs. Escolin, G.R. Nos. L-27860, 27896, 27936, & 27937, March 29, 1974

AND

Articles 871-885, Civil Code

Chiong Joc-soy vs. Vaño, G.R. No. L-3459, March 22, 1907 Macrohon Ong Ham vs. Saavedra, G.R. No. 27531, December 24, 1927 Miciano vs. Brimo, G.R. No. 22595, November 1, 1924 Morente vs. De la Santa, G.R. No. L-3891, December 19, 1907 Natividad vs. Gabino, G.R. No. 11386, March 31, 1917 Vda. De Kilayko vs. Tengco, G.R. No. L-45425, March 27, 1992 E. LEGITIME

CASES: • • • • • • • • • • • • • • • • • • •

-

Articles 886-914, Civil Code

Gala, et al. vs. Allice Agro-Industrial Corp., et al., G.R. No. 156819, December 11, 2003 Vizconde vs. Court of Appeals, et al., G.R. No. 118449, February 11, 1998 Suarez, et al. vs. Court of Appeals, et al., G.R. No. 94918, September 2, 1992 Locsin vs. Court of Appeals, G.R. No. 89783, February 19, 1992 Solivio vs. Court of Appeals, G.R. No. 83484, February 12, 1990 Baritua vs. Court of Appeals, G.R. No. 82233, March 22, 1990 Madarcos vs. De la Merced, G.R. No. 39975, June 30, 1989 Rosales vs. Rosales, G.R. No. L-40789, February 27, 1987 Testate Estate of Ramirez vs. Vda. de Ramirez, G.R. No. L-27952, February 15, 1982 Lapuz vs. Eufemio, G.R. No. L-30977, January 31, 1972 Sienes vs. Esparcia, G.R. No. L-12957, March 24, 1961 Lacerna vs. Vda. de Corcino, G.R. No. L-14603, April 29, 1961 Osorio vs. Osorio, G.R. No. L-1965, December 29, 1949 Pisalbon vs. Bejec, G.R. No. 48430, January 30, 1943 Ramirez vs. Gmur, G.R. No. 11796, August 5, 1918 Del Val vs. Del Val, G.R. No. 9374, February 16, 1915 Edroso vs. Sablan, G.R. No. 6878, September 13, 1913 Chingen vs. Arguelles, G.R. No. L-3314, January 3, 1907 Mijares vs. Nery, G.R. No. 1380, January 18, 1904

A.

AMOUNT

OF

LEGITIME

CASES: • • • • B.

Imperial vs. Court of Appeals, et al., G.R. No. 112483, October 8, 1999 Rosales vs. Rosales, G.R. No. L-40789, February 27, 1987 Van Dorn vs. Romillo, G.R. No. L-68470, October 8, 1985 Noble vs. Noble, G.R. No. L-17742, December 17, 1966 COMPUTATION

CASES: • Locsin vs. Court of Appeals, G.R. No. 89783, February 19, 1992

• • • •

Page 7 – Wills and Succession K.P. Dela Serna

Vda. De Tupas vs. CFI, G.R. No. L-65800, October 3, 1986 Moscoso vs. Court of Appeals, et al., G.R. No. L-46439, April 24, 1984 Solano vs. Court of Appeals, et al., G.R. No. L-41971, November 29, 1983 Mateo vs. Lagua, G.R. No. L-26270, October 30, 1969

C.

RESERVA TRONCAL -

Article 891, Civil Code

CASES: • • • • • • • • • • • • • • • • • • • • •

Sumaya vs. IAC, G.R. Nos. 68843-44, September 2, 1991 Solivio vs. Court of Appeals, G.R. No. 83484, February 12, 1990 De Papa vs. Camacho, G.R. No. L-28032, September 24, 1986 Gonzales vs. Court of First Instance, G.R. No. L-34395, May 19, 1981 Cabardo vs. Villanueva, G.R. No. 19003, December 13, 1922 Cano vs. Dir. of Lands, G.R. No. L-10701, January 16, 1959 Carrillo, et al. vs. De Paz, G.R. No. L-22601, October 22, 1966 Edroso vs. Sablan, G.R. No. 6878, September 13, 1913 De los Reyes vs. Paterno, G.R. No. 10580, March 27, 1916 Dizon vs. Galang, G.R. No. 23144, January 14, 1926 Jardin vs. Villamayor, G.R. No. 47889, Junio 17, 1941 Sienes vs. Esparcia, G.R. No. L-12957, March 24, 1961 Florentino vs. Florentino, G.R. No. 14856, November 15, 1919 Gueco vs. Lacson, G.R. No. L-16928, September 30, 1963 Maghirang vs. Balcita, G.R. No. L-22066, December 2, 1924 Nieva vs. Alcala, G.R. No. 13386, October 27, 1920 Riosa vs. Rocha, G.R. No. 23770, February 18, 1926 Tuazon vs. Reyes, G.R. No. 25039, March 2, 1926 Chua vs. CFI, G.R. No. L-29901, August 31, 1977 Uson vs. Del Rosario, G.R. No. L-4963, January 29, 1953 Dimaliwat vs. Asuncion, G.R. No. 38069, January 20, 1934 1) Reserva Adoptiva -

Article 39, Family Code; PD 603

CASES: • •

Banawa vs. Mirano, G.R. No. L-24750, May 16, 1980 Teotico vs. Del Val, G.R. No. L-18753, March 26, 1965

D.

DISINHERITANCE

• •

-

• •

-

Articles 915-923, Civil Code Articles 228- 232, Family Code (on Loss of Parental Authority) Article 920(6), Civil Code and Article 55, Family Code (on grounds for Legal Separation in connection with Article 921 (4), Civil Code

CASES: • • • • • • • • • •

• III.

Pecson vs. Mediavillo, G.R. No. 7890, September 29, 1914 Suiliong & Co. vs. Chio-Taysan, G.R. No. 4777, November 11, 1908 Maninang, et al. vs. Court of Appeals, et al., G.R. No. L-57848, June 19, 1982 Ralla vs. Ralla, G.R. No. 78646, July 23, 1991 Neri, et al. vs. Akutin, et al., G.R. No. 47799, June 13, 1941 Neri, et al. vs. Akutin, et al., G.R. No. 47799, May 21, 1943 Merza vs. Porras, G.R. No. L-4888, May 25, 1953 Nuguid vs. Nuguid, et al., G.R. No. L-23445, June 23, 1966 In re: Aznar vs. Christensen Duncan, G.R. No. L-24365, June 30, 1966 In re: Adoption of Millendez, G.R. No. L-28195, June 10, 1971

Page 8 – Wills and Succession K.P. Dela Serna

Nuguid vs. Nuguid, et al., G.R. No. L-23445, June 23, 1966 Gov't. of the Phil. Islands vs. Abadilla, et al., G.R. No. L-21334, December 10, 1924 Castro vs. Litao, G.R. No. 31673, March 31, 1930 Testate Estate of Pascual Rigor vs. Belina Rigor, et al., G.R. No. L22036, April 30, 1979 Vda. De Blas, et al. vs. Blas De Buenaventura, G.R. No. L-22797, September 22, 1966 LEGAL OR INTESTATE SUCCESSION A. GENERAL PROVISIONS

CASES: • • • • • • •

-

Articles 924 to 959, Civil Code

CASES: • • • • • • •

Fernandez vs. Dimagiba, G.R. No. L-23638 & L-23662, October 12, 1967 Belen vs. Bank of the Philippine Islands, G.R. No. L-14474, October 31, 1960 Chingen vs. Arguelles, G.R. No. L-3314, January 3, 1907 Santos vs. Manarang, G.R. No. 8235, March 19, 1914 Singson vs. Lim, G.R. No. 48627, February 19, 1943 Pastor, Jr. vs. Court of Appeals, G.R. No. L-56340, June 24, 1983 Neri vs. Akutin, G.R. No. 47799, May 21, 1943

CASES: • • • •

Articles 960-962, Civil Code

Armas vs. Calisterio, G.R. No. 136467, April 6, 2000 Bagunu vs. Piedad, G.R. No. 140975, December 8, 2000 Rosales vs. Rosales, G.R. No. L-40789, February 27, 1987 Rodriguez vs. Borja, G.R. No. L-21993, June 21, 1966 De los Santos vs. De la Cruz, G.R. No. L-29192, February 22, 1971 Macadangdang vs. Court of Appeals, G.R. No. L-38287, October 23, 1981 Macrohon vs. Saavedra, G.R. No. 27531, December 24, 1927 A.

F. LEGACIES AND DEVISES

-

RELATIONSHIP -

Articles 963-969, Civil Code

Bagunu vs. Piedad, G.R. No. 140975, December 8, 2000 Heirs of Pascasio Uriarte, et al. vs. Court of Appeals, et al., G.R. No. 116775, January 22, 1998 Guerra, et al. vs. Tolentino, et al., G.R. No. L-3095, October 25, 1951 Sarita, et al. vs. Candia, G.R. No. 7768, November 14, 1912 B.

RIGHT -

CASES:

OF

REPRESENTATION

Articles 970-977, 982, 902, 992, 1005-8, Civil Code

• • • • • • • • • • • • • • • • • • •

Page 9 – Wills and Succession K.P. Dela Serna

Aguirre, et al. vs. Court of Appeals, et al., G.R. No. 122249, January 29, 2004 Bagunu vs. Piedad, G.R. No. 140975, December 8, 2000 Teotico vs. Del Val, G.R. No. L-18753, March 26, 1965 Diaz vs. IAC, G.R. No. L-66574, June 17, 1987 De los Santos vs. De la Cruz, G.R. No. L-29192, February 22, 1971 Abellana de Bacayo vs. Ferraris-Borromeo, G.R. No. L-19382, August 31, 1965 Corpus vs. Corpus, G.R. No. L-22469, October 23, 1978 Salao vs. Salao, G.R. No. L-26699, March 16, 1976 Heirs of Joaquin Teves vs. CA, G.R. No. 109963, October 13, 1999 Rosales vs. Rosales, G.R. No. L-40789, February 27, 1987 Diaz, et al. vs. IAC, et al., G.R. No. L-66574, February 21, 1990 Sayson, et al. vs. Court of Appeals, et al., G.R. Nos. 89224-25, January 23, 1992 Pascual, et al. vs. Pascual-Bautista, et al., G.R. No. 84240, March 25, 1992 Obispo, et al. vs. Obispo, et al., G.R. No. L-7210, September 26, 1956 Llorente vs. Rodriguez, G.R. No. L-3339, March 26, 1908 Irlanda vs. Pitargue, et al., G.R. No. 6920, March 28, 1912 Grey vs. Fabie, G.R. No. 45160, May 23, 1939 Cuison, et al. vs. Villanueva, et al., G.R. No. L-3932, February 29, 1952 Linart vs. Ugarte, G.R. No. 2599, October 27, 1905

•

Portea vs. Pabellon, G.R. No. L-1367, Aug. 16, 1949 C.

CASES: • • • • • • • • • • • • •

CASES:

•

•

Heirs of Uriarte vs. Court of Appeals, G.R. No. 116775, January 22, 1998 DESCENDING DIRECT LINE

CASE: •

• • •

Articles 988-994, Civil Code

SURVIVING SPOUSE -

CASE:

A.

-

Del Prado vs. Santos, G.R. No. L-20946, September 23, 1966 Cacho vs. Udan, G.R. No. L-19996, April 30, 1965 Centeno vs. Centeno, G.R. No. 28265, November 5, 1928 Grey vs. Fabie, G.R. No. 45160, May 23, 1939 Corpus vs. Corpus, G.R. No. L-22469, October 23, 1978 Leonardo vs. Court of Appeals, G.R. No. L-51263, February 28, 1983 Diaz vs. IAC, G.R. No. L-66574, June 17, 1987 Vda. De Crisologo vs. Court of Appeals, G.R. No. L-44051, June 27, 1985 Carillo vs. De Paz, G.R. No. L-22601, October 28, 1966 De Guzman vs. Sevilla, G.R. No. 21570, August 30, 1924 Manuel vs. Ferrer, G.R. No. 117246, August 21, 1995 De La Puerta vs. Court of Appeals, et al., G.R. No. 77867, February 6, 1990 Reyes vs. Court of Appeals, G.R. No. 39537, March 19, 1985 D.

B. ORDER OF INTESTATE SUCCESSION

ILLEGITIMATE CHILDREN

Articles 995-1002, Civil Code

Berciles vs. GSIS, G.R. No. L-57257 & Adm. Matter No. 1337-RET. & 10468-CFI, March 5, 1984 In re: Satillon vs. Miranda, G.R. No. L-19281, June 30, 1965 In re: Rosales vs. Rosales, G.R. No. L-31712, September 28, 1984 Magallon vs. Montejo, G.R. No. 73733, December 16, 1986

Sayson vs. CA, G.R. No. 89224-25, January 23, 1992 B.

ASCENDING DIRECT LINE -

CASE:

Articles 985-987, Civil Code

E.

COLLATERAL RELATIVES -

Articles 1003-1010, Civil Code

CASES: • •

Bicomong vs. Almanza, G.R. No. L-37365, November 29, 1977 Bacayo vs. Borromeo, G.R. No. L-19382, August 31, 1965 F.

CASES: • • • IV.

THE STATE -

-

Divino vs. Hilario, G.R. No. 44658, January 24, 1936 In re: Estate of Lao Sayco, G.R. No. 4824, February 13, 1912 City of Manila vs. Archbishop of Manila, G.R. No. 10033, August 30, 1917 TO

TESTATE

AND

-

Articles 1015-1023, Civil Code

CASES: Torres vs. Lopez, G.R. No. 25966, November 1, 1926 Ynza vs. Rodriguez, et al., G.R. No. L-6395, June 30, 1954 Belen vs. Bank of the Philippine Islands, et al., G.R. No. L-14474, October 31, 1960 Del Rosario vs. Del Rosario, G.R. No. 1027, May 19, 1903 B. CAPACITY TO SUCCEED BY WILL OR BY INTESTACY CASES: • • • • • • • •

-

Articles 1024-1040, Civil Code

Malang vs. Moson, et al., G.R. No. 119064, August 22, 2000 De Aparicio vs. Paraguya, G.R. No. L-29771, May 29, 1987 Cayetano vs. Leonidas, G.R. No. L-54919, May 30, 1984 Parish Priest of Victoria vs. Rigor, G.R. No. L-22036, April 30, 1979 Cid vs. Burnaman, G.R. No. L-24414, July 31, 1968 Resurreccion vs. Javier, G.R. No. 42539, October 23, 1936 Quion vs. Claridad, G.R. No. 48541, January 30, 1943 Torres, et al. vs. Lopez, G.R. No. 25966, November 1, 1926

Articles 1041-1057, Civil Code

CASES: • • •

INTESTATE

A. RIGHT OF ACCRETION

•

Torres vs. Javier, G.R. No. 10560, March 24, 1916 Nepomuceno vs. Court of Appeals, G.R. No. L-62952, October 9, 1985 Villavicencio vs. Quinio, G.R. No. 45248, April 18, 1939 Ramirez vs. Gmur, G.R. No. 11796, August 5, 1918 Pimentel vs. Palanca, G.R. No. 2108, December 19, 1905 C. ACCEPTANCE AND REPUDIATION OF THE INHERITANCE

Articles 1011-1014, Civil Code

PROVISIONS COMMON SUCCESSIONS

• • •

• • • • •

Page 10 – Wills and Succession K.P. Dela Serna

Borromeo-Herrera vs. Borromeo, G.R. No. L-41171, July 23, 1987 Dimayuga vs. Court of Appeals, G.R. No. L-48433, April 30, 1984 Leviste vs. Court of Appeals, G.R. No. 29184, January 30, 1989 D. EXECUTORS AND ADMINISTRATORS

CASES: • • •

-

Articles 1058-1060, Civil Code

De Guzman vs. Gadiz, Jr., et al., G.R. No. L-48585, March 31, 1980 Gabriel, et al. vs. Court of Appeals, et al., G.R. No. 101512, August 7, 1992 Kalaw vs. IAC, et al., G.R. No. 74618, September 2, 1992 E. COLLATION

CASES: • • • • • • • • • •

-

Articles 1061- 1077, Civil Code

Zaragoza vs. CA, GR No. 106401, September 29, 2000 Vizconde vs. Court of Appeals, G.R. No. 118449, February 11, 1998 De Roma vs. Court of Appeals, G.R. No. L-46903, July 23, 1987 Dizon-Rivera vs. Dizon, G.R. No. L-24561, June 30, 1970 Guerrero vs. De la Cuesta, G.R. No. 39696, February 8, 1934 Locsin vs. CA, G.R. No. 89783, February 19, 1992 Tordilla vs. Tordilla, G.R. No. 39547, May 3, 1934 Vda. De Tupas vs. RTC, G.R. No. L-65800, October 3, 1986 Lesaca vs. Vda. de Lesaca, G.R. No. L-3605, April 21, 1952 Guinguing vs. Abuton, G.R. No. 23035, October 13, 1925 F. PARTITION AND DISTRIBUTION OF THE ESTATE

A.

CASES: • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •

PARTITION -

Articles 1078-1090, Civil Code

Alonzo vs. IAC, G.R. No. L-72873, May 28, 1987 Alsua Betts vs. Court of Appeals, G.R. No. L-46430-31, July 30, 1979 Camia de Reyes vs. Reyes de Ilano, G.R. No. 42092, October 28, 1936 Bautista vs. Griño-Aquino, G.R. No. L-79958, October 28, 1988 Beltran vs. Doriano, G.R. No. 9969, October 26, 1915 Berceño vs. Ocampo & Sotelo, G.R. No. 48936, June 22, 1943 Chavez vs. IAC, G.R. No. 68282, November 8, 1990 De los Santos vs. De la Cruz, G.R. No. L-29192, February 22, 1971 Dimayuga vs. Court of Appeals, G.R. No. L-48433, April 30, 1984 Doromal vs. Court of Appeals, G.R. No. L-36083, September 5, 1975 Favor vs. Court of Appeals, G.R. No. 80821, February 21, 1991 Hernaez vs. Hernaez, G.R. No. 10027, November 13, 1915 Mang-oy vs. Court of Appeals, G.R. No. L-27421, September 12, 1986 Marcelino vs. Antonio, G.R. No. 46847, June 29, 1940 Mariano vs. Court of Appeals, G.R. No. 101522, May 28, 1993 Ralla vs. Untalan, G.R. No. 63253-54, April 27, 1989 Recto Dia vs. Castillo, G.R. No. 46569, February 8, 1940 Wenceslao vs. Calimon, G.R. No. L-20950, December 20, 1923 Garcia vs. Calaliman, G.R. No. 26855, April 17, 1989 Santos vs. Mendoza, G.R. No. 46520, November 9, 1939 Broce vs. De la Viña, G.R. No. 6677, October 24, 1911 Legasto vs. Versosa, G.R. No. 32344, March 31, 1930 Fajardo vs. Fajardo, G.R. No. 32195, August 19, 1930 De los Santos vs. Santa Teresa, G.R. No. 12252, January 8, 1918 Guidote vs. Bank of P.I., G.R. No. 45803, April 18, 1939 Javelosa vs. Barrios, G.R. No. 46096, August 12, 1938 Cu-Unjieng vs. Tiaoqui, G.R. No. 43748, July 31, 1937 Del Val vs. Del Val, 9374, February 16, 1915 Santiesteban vs. Santiesteban, G.R. No. 45217, June 30, 1939 Borja vs. Encarnacion, G.R. No. L-4681, July 31, 1951 Belen vs. Belen, G.R. No. 5002, March 18, 1909 Barcelona vs. Barcelona, G.R. No. L-9014, October 31, 1956 In Re : Balanay vs. Martinez, G.R. No. L-39247, June 27, 1975

• • •

Page 11 – Wills and Succession K.P. Dela Serna

Landayan, et al. vs. Bacani, et al., G.R. No. L-30455, September 30, 1982 Buan, et al. vs. Alcantara, et al., G.R. No. L-59592, February 29, 1984 Mendoza vs. IAC, G.R. No. L-63132, July 30, 1987 B.

EFFECTS

OF

PARTITION

CASES: • • • • • •

Agustines vs. CFI, G.R. No. L-612, April 3, 1948 Alforque vs. Veloso, G.R. No. 43607, February 16, 1938 De los Santos vs. De la Cruz, G.R. No. L-29192, February 22, 1971 Gonzaga vs. Martinez, G.R. No. L-3196, January 6, 1908 Guilas vs. Judge, G.R. No. L-26695, January 31, 1972 Jakosalem vs. Rafols, G.R. No. 48372, July 24, 1942 C.

RESCISSION -

AND

NULLITY

OF

PARTITION

Articles 1097- 1105, Civil Code

CASES: • • • • • • • • • • •

Africa vs. Africa, G.R. No. 15031, March 15, 1912 Aguirre vs. Atienza, G.R. No. L-10665, August 30, 1958 Bautista vs. Griño-Aquino, G.R. No. L-79958, October 28, 1988 Centeno vs. Centeno, G.R. No. 28265, November 5, 1928 Chingen vs. Arguelles, G.R. No. L-3314, January 3, 1907 De Torres vs. De Torres, G.R. No. 9234, September 19, 1914 Reyes vs. Barretto, G.R. No. L-17818, January 20, 1967 Salunga vs. Evangelista, G.R. No. 5314, October 2, 1911 Sanson vs. Araneta, G.R. No. 39697, April 5, 1934 Torres vs. Encarnacion, G.R. No. L-4681, July 31, 1951 Alforque vs. Veloso, G.R. No. 43607, February 16, 1938