This document outlines the key principles of testamentary succession and intestate succession under Philippine law. It discusses concepts like wills, holographic wills, legitime, collation, preterition, reserva troncal, disinheritance and more. It also lists relevant cases on these topics.
This document outlines the key principles of testamentary succession and intestate succession under Philippine law. It discusses concepts like wills, holographic wills, legitime, collation, preterition, reserva troncal, disinheritance and more. It also lists relevant cases on these topics.
This document outlines the key principles of testamentary succession and intestate succession under Philippine law. It discusses concepts like wills, holographic wills, legitime, collation, preterition, reserva troncal, disinheritance and more. It also lists relevant cases on these topics.
This document outlines the key principles of testamentary succession and intestate succession under Philippine law. It discusses concepts like wills, holographic wills, legitime, collation, preterition, reserva troncal, disinheritance and more. It also lists relevant cases on these topics.
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II.
TESTAMENTARY SUCCESSION A.
Concept of Wills; Testamentary Capacity and Intent; Notarial Wills
Articles 783 to 809, 828, 839 (3) & (4), 930 of the Civil Code; 1. Dorotheo v. Court of Appeals, G.R. No. 108581, December 8, 1999 2. Suroza v. Honrado, 110 SCRA 388 3. Garcia v. Lacuesta, 90 Phil. 489 4. Matias v. Salud, L-10751, June 23, 1958 5. Nera v. Rimando, 18 Phil. 450 6. Icasiano v. Icasiano, 11 SCRA 422 7. Cruz v. Villasor, 54 SCRA 31 8. Javellana v. Ledesma, 97 Phil. 258 9. Caneda v. Court of Appeals, 222 SCRA 781 10. Ajero v. Court of Appeals, 236 SCRA 468 11. Garcia v. Vasquez, 32 SCRA 489
B. Holographic Wills; Incorporation of Document by Reference; Codicils;
Revocation of Wills and Testamentary Dispositions; Republication and Revival of Wills; Allowance and Disallowance of Wills Articles 804, 810813, 825-839, 1335, 1337-1338 of the Civil Code 1. 2. 3. 4. 5. 6. 7. 8.
Casiano v. Court of Appeals, 158 SCRA 451
Molo v. Molo, 90 Phil. 37 Rodelas v. Aranza, 119 SCRA 16 Azaola v. Singson, 109 Phil. 102 Codoy v. Calugay, 312 SCRA 333 Roberts v. Leonides, 129 SCRA 33 Nepomuceno v. Court of Appeals, 139 SCRA 206 Nuguid v. Nuguid, L-23445, June 23, 1966
III.LEGITIME AND COLLATION
Legitime: Articles 872, 886-913 (exclude Art. 891), 1347 of the Civil Code; Article 39 of PD 603 Collation: Articles 914, 1061-1077 1. 2. 3. 4. 5. 6. 7.
Rosales v. Rosales, 148 SCRA 69
Dizon-Rivera v. Dizon, 33 SCRA 554 De Roma v. Court of Appeals, 152 SCRA 205 Locsin v. Court of Appeals, 206 SCRA 383 Manongsong v. Estimo, 404 SCRA 683 Spouses Joaquin v. Court of Appeals, 416 SCRA 263 Arellano v. Pascual, 638 SCRA 826
IV. PRINCIPLES AFFECTING THE LEGITIME
A. Preterition Arts. 854-855, 906, 918 1. Reyes v. Barretto-Datu, 19 SCRA 85, January 25, 1967
2. Nuguid v. Nuguid, 17 SCRA 449
3. Acain v. Acain, October 27, 1987, G.R. No. 72706 4. Dy Yieng Seangio v. Reyes, November 27, 2006, G.R. No. 140371-72 B. Reserva Troncal Art. 891 1. 2. 3. 4. 5. 6. 7.
Gonzales v. CFI, 104 SCRA 161, May 19, 1981
Chua v. CFI, 78 SCRA 406, August 31, 1977 Edroso v. Sablan, 25 Phil. 295 Sienes v. Esparcia, 111 Phil. 349 or 1 SCRA 750 Florentino v. Florentino, 40 Phil. 480 Cano v. Director of Lands, January 16, 1959, L-10701 Mendoza v. Delos Santos, March 20, 2013, G.R. No. 176422
C. Reserva/Reversion Adoptiva Art. 39, PD 603
1. Banawa v. Mirano, 97 SCRA 517 2. Teotico v. del Val, 13 SCRA 406 3. In Re: Adoption of Stephanie Garcia, 454 SCRA 54 D. Disinheritance Arts. 915-923 V. PRINCIPLES AFFECTING THE FREELY DISPOSABLE PORTION A. Institution of Heirs Arts. 840-856, in relation to Arts. 785-789 1. Austria v. Reyes, 31 SCRA 754 B. Kinds of Institution Arts. 777, 871-885, 1034 (par. 3), 1183 1. Vda. De Kilayko v. Tengco, 207 SCRA 600 C. Substitution of Heirs Arts. 857-870 1. Palacios v. Ramirez, 111 SCRA 704 2. Crisologo v. Singzon, 49 SCRA 491 D. Legacies and Devises Arts. 924-959 1. Fernandez v. Dimagiba, 21 SCRA 428 2. Belen v. BPI, L-14474, October 31, 1960 VI.
LEGAL OR INTESTATE SUCCESSION
Arts. 902-903, 960-962, 970-977, 982-1014
1. 2. 3. 4.
Rosales v. Rosales, 148 SCRA 69
Delos Santos v. Dela Cruz, 37 SCRA 555 Teotico v. Del Val, 13 SCRA 406 Diaz v. IAC, 150 SCRA 645
5. Delos Santos v. Ferraris-Borromeo, 14 SCRA 986
6. Corpuz v. Corpuz, 85 SCRA 567 7. Leonardo v. CA, 120 SCRA 890 8. Santillon v. Miranda, 14 SCRA 563 9. Bicomong v. Almanza, 80 SCRA 421 10. Bacayo v. Borromeo, 14 SCRA 986
VII.
COMMON PROVISIONS
Right of Accretion - Arts. 1015-1023 NCC
Partition and Distribution of Estate - Arts. 1078-1105 NCC Executors and Administrators - Arts. 1058-1060 NCC; Rule 86, Section 5 and Rule 87, Section 1 of the Rules of Court 1. 1. 2. 3. 4. 5. 6.
Alsua Betts v. Court of Appeals, July 30, 1979
Doromal v. Court of Appeals, September 2, 1975 Alonzo v. Intermediate Appellate Court, May 28, 1987 Bautista v. Grio-Aquino, 166 SCRA 760 Chavez v. Intermediate Appellate Court, November 8, 1990 Heirs of Ignacio Conti v. Court of Appeals, December 21, 1998 Romero v. Court of Appeals, April 18, 2012