Wills and Succession Syllabus

LYCEUM OF THE PHILIPPINES COLLEGE OF LAW st 1 Semester, Semester, A.Y. 2013-2014

Wills and Succession COURSE SYLLABUS 

Atty. Avelino Avelino M. Sebastian, Jr. Jr.

I.

GENERAL PROVISIONS

Definition of Terms Charges against the Estate of a Deceased Person Estate of Hemady v Luzon Surety, 100 Phil 388 Concept of Inheritance; its components Opening of Succession Pacio v Billon, 1 SCRA 384 Uson v del Rosario, 92 Phil 530 Bonilla v Barcena, 71 SCRA 491 De Borja v vda, de Borja, 46 SCRA 577 Butte v Manuel Uy & Sons, Inc., 4 SCRA 526 Go Ong v Court of Appeals, 154 SCRA 270 Reganon v Imperial, 22 SCRA 80 Salvador v Sta, Maria, 20 SCRA 603 Ramirez v Salazar, 24 SCRA 918 II.

TESTAMENTARY SU SUCCESSION

General Provisions Definition of a Will  Nature of Making a Will; Will; Personal Act of the Testator  Testator  Delegable and non-delegable non -delegable functions of a Testator  Imperfection of the language of a Will; Rules of Interpretation Dizon-Rivera v Dizon, 33 SCRA 554

Vda. De Villaflor v Juico, 4 SCRA 550 Partial Invalidity of Testamentary Dispositions After-Acquired Properties Properties acquired after Making of a will (Art. 793) Accruals to the Estate since the opening of Succession (Art 781) Santos v Blas, 1 SCRA 899 Governing law of a will as to form Article 795 – as to time of execution Article 815 – as to a Filipino in a foreign country Article 816 – as to an alien who is abroad Article 817 – as to an alien who is in the Philippines Governing law of a will as to substantive v alidity Article 16 Testamentary Capacity Elements of testamentary capacity De Guzman v Intestate Estate of Francisco Be nitez, 169 SCRA 284 Form of Wills (a)

Notarial Will Suroza v Honrado, 110 SCRA 388 Reyes v vda. De Vidal, 2 SCUD 53 Balonan v Abellana, 109 Phil 359 Garcia v Lacuesta, 90 Phil 489  Nera v Rimando, 18 Phil 450 Taboada v Rosal, 118 SCRA 195 Icasiano v Icasiano, 11 SCRA 422 Cagro v Cagro. 92 Phil 1032 Lopez v Liboro, 81 Phil 429 vda. De Ramos v Court of Appeals, 81 SCRA 393 Garcia v Gatchalian, 21 SCRA 1056 Cruz v Villasor, 54 SCRA 31 Gabucan v Manta, 95 SCRA 752 Garcia v Vazquez, 32 SCRA 490 Alvarado v Gaviola, Jr.,, 226 SCRA 347 Gil v Murciano, 88 Phil 260 Caneda v Court of Appeals, 222 SCRA 781

Holographic Will Roxas v de Jesus, Jr., 134 SCRA 245 Labrador v Court of Appeals, 184 SCRA 170 (c)

Probate of a Holographic Will Gan v Yap, 104 Phil 509 Rodelas v Aranza, 119 SCRA 16 Azaola v Singson, 109 Phil 102 Rivera v Intermediate Appellate Court, 182 SCRA 322

(d)

Alterations in a Holographic Will Kalaw v Relova, 132 SCRA 237 Ajero v Court of Appeals, 236 SCRA 488

Joint Wills de la Cerna v Rebaca-Potot, 12 SCRA 576 Witnesses to a Notarial Will (i) Qualifications and Disqualifications Gonzales v Court of Appeals, 90 SCRA 187 Ref. Article 823 compared to Article 1027 paragraph 4 (g) Definition and Form of a Codicil (h)

Purpose and Requisites of Incorporation by Reference

D. Revocation of Wills Gago v Mamuyac, 49 Phil 902 Testate Estate of Adriana Maloto v Court of Appeals, 158 SCRA 451 (a) (b) (c)

Implied Revocation Ineffectivity of a Revoking Will Revocation based on a False Cause

E. Republication and Revival of Wills F. Allowance and Disallowance of a Will Gallanosa v Arcangel, 83 SCRA 676 Maninang v Court of Appeals, 114 SCRA 478 Pastor, jr., v Court of Appeals, 122 SCRA 885 Jimenez v Intermediate Appellate Court, 184 SCRA 367 Ozaeta v Cuartero, 99 Phil 1041

Coso v Fernandez Deza, 42 Phil 596 Pascual v dela Cruz, 28 SCRA 421  Nepomuceno v Court of Appeals, 139 SCRA 206 Roberts v Leonidas, 129 SCRA 33 G Institution of Heirs Institution of Heirs compared to Legacies and Devises Concept of Legitime and the Freedom to Dispose Property Error in Designation of Heirs Disposition in favor of an unknown person (Art. 844) compared to: (i) Institution of relatives in general (Art. 959) (ii) Institution of the Soul (Art. 1029) Institution of the poor in general (Art. 1030) Rule of Equal Division Individual and Collective Institution Full-blood and Half-blood siblings Incomplete Distribution without Partial Intestacy Excessive Institution Statement of a False Cause Austria v Reyes, 31 SCRA 754

H. Preterition Reyes v Baretto-Datu, 19 SCRA 85 Aznar v Duncan, 17 SCRA 590  Nuguid v Nuguid, 17 SCRA 449 Balanay v Martinez, 64 SCRA 454 Cayetano v Leonidas, 129 SCRA 522 Acain v Intermediate Appellate Court, 155 SCRA 100 I. Substitution of Heirs Simple Substitution Brief or Compendious Substitution

Reciprocal Substitution Fideicommissary Substitution Ramirez v Ramirez, 111 SCRA 704 Vda. de Mapa v Court of Appeals, 154 SCRA 294 Crisologo v Singson, 4 SCRA 491 (e)

Prohibition to Alienate the Inheritance Rodriguez v Court of Appeals, 27 SCRA 546

J. Conditional Institution/Institution with a Term  No burden on the Legitime Effect of Impossible Conditions Condition not to marry Disposicion Captatoria Purely Potestative Condition Casual or Mixed Condition Suspensive Condition  Negative Potestative Condition Modal Institution Institution with a Term K. Legitime Concept of Legitime Compulsory Heirs Castro v Court of Appeals, 173 SCRA 656 Tayag v Court of Appeals, 209 SCRA 665 Baritua v Court of Appeals, 183 SCRA 565 Van Dorn v Romillo, Jr., 139 SCRA 139 Rosales v Rosales, 148 SCRA 69 Reserva Troncal Padura v Baldovino, 104 Phil 1065 Edroso v Sablan, 25 Phil 295 Sienes v Esparcia, 1 SCRA 750 Lacerna v vda. de Corsino, 1 SCRA 1227 Solivio v Court of Appeals, 182 SCRA 119 Chua v CFI of Negros Occidental, 78 SCRA 414 Florentino v Florentino, 40 Phil 480 Gonzales v CFI of Manila, 104 SCRA 481

De Papa v Cmacho, 144 SCRA 281 Carillo v de Paz, 18 SCRA 467 Sumaya v Intermediate Appellate Court, 201 SCRA 178 Reserva Maxima and Reserva Minima Extinguishment of the Reserva General Principles Governing the Legitime Table of Legitime Completion of Legitime Protection of the legitime (i) Completion of legitime (Article 906) (ii) Preterition (Article 854) (iii)Collation (Article 1061) Calculation of the Hereditary Estate Mateo v Lagua. 29 SCRA 864 vda. de Tupas v RTC of Negros Occidental, 144 SCRA 622 Imputation of donations Liquidation of the Absolute Community of Prope rty/Conjugal Partnership Calculation of the Legitime L. Disinheritance Concept of Disinheritance Requisites of Disinheritance Form of Disinheritance Defective Disinheritance Grounds for Disinheritance (i) Ref. Articles 18, 19 and 20, Revised Penal Code (ii) Ref. Article 228, 229, 230 231 and 232, Family Code Effects of Reconciliation

Right of Representation M. Legacies and Devises (a) Definition Distinction between legacies and devises Distinguished from institution of heirs Responsibility for payment of legacies and devises Order of Acquisition Legacy/Devise of a thing belonging to the beneficiary Encumbered Property Legacy of a Credit Legacy of a Remission Alternative Legacies and Devises Order of Preference (Art. 911 compared to Art. 950) Repudiation and Ineffective Legacies and Devises Implied Revocation of Legacies and Devises III.

INTESTATE SUCCESSION

A. Causes of Intestate Succession Rodriguez v de Borja, 17 SCRA 418 Madarcos v de la Merced, 174 SCRA 599 B. Fundamental Rules of Intestacy Rules of Proximity de los Santos v de la Cruz, 37 SCRA 555 Rule of Equal Division C. Right of Representation De la Puerta v Court of Appeals, 181 SCRA 861 Abellana-Bacayo v Ferraris-Borromeo, 14 SCRA 986 Sayson v Court of Appeals, 205 SCRA 321 (a) Nature of Right of Representation (b) Heirs Entitled to the Right of Representation Representation in the Direct Descending Line Representation in the Collateral Line Entitlement under the Right of Representation D. Order of Intestate Succession Order of Intestate Succession to a Legitimate Person

(b)

Order of Intestate Succession to an Illegitimate Person

(c)

Order of Intestate Succession to an Adopted Person

Successional Rights of an Adopted Child Successional Rights of Parents and Ascendants e Successional Rights of an Illegitimate Child Del Prado v Santos, 18 SCRA 68 Cacho v Udan, 13 SCRA 693 The Barrier  Cuartico v Cuartico, 52 O.G. 1489 Corpus v Corpus, 85 SCRA 567 Leonardo v Court of Appeals, 120 SCRA 890 Diaz v Intermediate Appellate Court, 150 SCRA 645; 182 SCRA 427 Vda. de Crisologo v Court of Appeals, 137 SCRA 233 Suntay III v Cojuabgco-Suntay, 621 SCRA 142 Successional Rights of the Surviving Spouse Santillon v Miranda, 14 SCRA 563 Successional Rights of Collateral Relatives (i) Full-Blood and Half-Blood Siblings (ii) Right of Representation Successional Rights of the State (i) Rule 91, Revised Rules of Court (ii) Disposition of Escheated Property (iii)Recovery of Reappearing Heir  IV, PROVISIONS COMMON TO TESTAMENTARY IN INTESTATE SUCCESSION

A. Right of Accretion Definition of Accretion Grounds for Accretion Reason for Accretion Coverage of Accretion Avoidance of Accretion Accretion in Testamentary Succession Accretion in Intestate Succession

Sharing of Accrued Property Effects of Accretion Accretion among Compulsory Heirs B. Capacity to Succeed Absolute and Relative Incapacity Rights of the Unborn Child (Ref. Art. 41, Civil Code) Parish Priest of Victoria v. Rigor, 89 SCRA 496 Incapacity by Reason of Possible Undue Influence Incapacity by Reason of Morality Article 739, Civil Code Incapacity by Reason of Unworthiness Ref: Article 920, paragraph 1 Ref. Article 919, paragraph 2 Ref. Article 921, paragraph 4 Rules of Condonation Ref. Article 922 on Reconciliation Determination of Capacity to Succeed Cid v Burnaman, 24 SCRA 435 Representation of an Incapacitated Person C. Acceptance and Repudiation of the Inheritance Freedom to Accept or to Repudiate Time to Accept or Repudiate Dimayuga v Court of Appeals, 129 SCRA 111 Presumption of Acceptance Irrevocability of Choice Retroactivity of the Choice Who may Accept or Repudiate Kinds of Acceptance (Express or Tacit)

Manner of Repudiation Right of a Creditor to Accept an Inheritance Leviste v Court of Appeals, 160 SCRA 581 Transmissibility of the Right to Accept Expanded Effect of Repudiation as a Testamentary Heir  D. Executors and Administrators Ref. Rules 78 to 90, Revised Rules of Court E. Collation Definition and Purpose De Roma v Court of Appeals, 152 SCRA 205 Collation, Imputation, Reduction Collation of Value vs. Return of Property What constitutes a gratuitous conveyance Dispensing with Collation Collation by grandchildren succeeding by representation Collation by grandchildren succeeding in their own right Collation of wedding gifts F. Partition Co-ownership prior to Partition Concept of Partition Partition Inter Vivos Mang-oy v Court of Appeals, 144 SCRA 33 Chavez v Intermediate Appellate Court, 191 SCRA 211 Right to Demand Partition Partition Involving Indivisible Property

Right of Redemption of a Co-Heir  Alonzo v Intermediate Appellate Court, 150 SCRA 261 Reciprocal Warranty of Title and Quality of Property Waiver of Warranty Grounds for Rescission of Partition Ref: Article 1390, Civil Code

Prepared By:

Noted by:

Atty. Avelino M. Sebastian, Jr. (Faculty)

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Ma. Soledad Deriquito-Mawis (Dean)