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GENERAL PROVISIONS
A. Definition and Concept. (Arts. 774, 712, 1311)
Basis of Law on Succession
Legal Philosophy of the Civil Code on Succession
Fundamental Changes in the Civil Code
B. Law Governing Form
1. As to Time of Execution (Art. 795)
2. As to the Place of Execution (Arts. 17, 810,
815-819)
Cases:
F. Opening of Succession
Articles 777, 2263, 2253, 533, 1347, 1461, 130, 132, 390, 391
Articles 84 and 86, Family Code
Requisites for the Transmission of Successional Rights:
1. express will of the testator or provision of law
2. death of the person whose property is subject of
succession- Art. 43; Survivorship Rule (Rule 131, Sec. 3[ii]
{5})
3. acceptance of the inheritance- Article 1041-1057
Cases:
Uson v. Del Rosario, 92 Phil. 530
De Borja v. De Borja, 46 SCRA 577
Bonilla v. Barcena, 71 SCRA 491
Cruz v. Cruz, G.R. No. 173292, Sept. 1, 2010
Bough v. Modesto, Jan. 28, 1954, 94 Phil.
Borromeo-Herrera v. Borromeo, 152 SCRA 171
G. Kinds of Succession (Art. 778)
1.
2.
3.
4.
5.
TESTAMENTARY SUCCESSION
II.
WILLS
a. Definition (Art. 783)
b. Characteristics (Art. 783, 839[3][4], 828, 796-798, 777,
818,784-787)
c. Interpretation of Wills (Arts. 788, 789, 790-794, 930)
Case:
Solis v. Ascuenta, 49 Phil. 333
III.
Case:
Baltazar v. Laxa, G.R. No. 174489, April 11, 2012
IV.
SOLEMNITIES OF WILLS
a. Kinds of Wills (Article 804, 810)
b. Notarial Wills
1. General Requirements (Art. 804)
Case:
Suroza v. Honrado, 110 SCRA 388
2. Specific Requirements (Art. 805, 806)
Cases:
Garcia v. Lacuesta, 90 Phil. 489
Balonan v. Abellana, 109 Phil 358
Nera v. Rimando, 18 Phil. 450
VI.
CODICILS
a. Definition (Art. 825, 830)
b. Solemnities (Art. 826)
VII.
Definition of Revocation
When may Revocation be effected (Art. 828)
Law Governing Revocation (Art. 829)
Modes of Revocation (Art. 830)
Cases:
Gago v. Mamuyac, 49 Phil. 902
Casiano v. CA, 158 SCRA 451
e. Effects of Revocation (Art. 831-834)
f. Doctrine of Dependent Relative Revocation
Case:
Molo v. Molo, 90 Phil. 37
VIII.
IX.
Case:
Agtarap v. Agtarap, G.R. No. 177099 and 177192, June 8, 2011
B. Necessity of Probate
Case:
De Borja v. De Borja, 46 SCRA 577
C. Modes of Probate
D. Requirements for Probate (Art. 811)
Cases:
Case:
Pascual v. De la Cruz, 28 SCRA 421
XI.
LEGITIME
a. Concept, Art. 886
b. Who are entitled to legitimes; Compulsory Heirs. Arts.
887, 902
Case:
Rosales v. Rosales, 148 SCRA 69
c. Concurrence of Compulsory Heirs and their
corresponding legitimes-Arts. 888-890, 892-901, 903,
Art. 39,P.D. 603
d. Restrictions Regarding Legitime-Articles 904, 872, 905907, 1347
e. Determination or Computation. Articles 908-913
COLLATION (Arts. 1061-1077)
Cases:
Arellano v. Pascual, G.R. No. 189776, December 15, 2010
Gregorio v. Madarang, G.R. No. 185226, February 11, 2010
Dizon-Rivera v. Dizon, 33 SCRA 554
De Roma v. CA, 152 SCRA 205
Locsin v. CA, 206 SCRA 383
f. Freedom to dispose free portion, Article 914
Cases:
Heirs of Policronio Ureta, Sr. v. Heirs of Liberato Ureta, G.R.
No.165748 and 165930, September 14, 2011
Aznar v. Duncan, 17 SCRA 590
Nuguid v. Nuguid, 17 SCRA 449
Reyes v. Barreto-Datu, 19 SCRA 85
Escuin v. Escuin, 11 Phil. 332
Balanay v Martinez, 64 SCRA 452
Solano v. CA, 126 SCRA 122
Acain v. CA, 155 SCRA 100
XIII.
Cases:
Edroso v. Sablan, 25 Phil. 295
Seinnes v. Esparcia, 1 SCRA 750
Florentino v. Florentino, 40 Phil. 480
Padura v. Baldovino, 104 Phil. 1065
Chua v. CFI, 78 SCRA 406
Gonzales v. CFI, 104 SCRA 161
De Papa v. Camacho, 144 SCRA 281
XIV.
Case:
Banawa v. Mirano, 97 SCRA 517
INSTITUTION OF HEIRS
A. In General
a. Definition, Art. 840
b. Requisites of a Valid Institution of Heirs, Relate to Art.
785, 787
c. Effect If Will institutes no heir, Art. 841
d. Freedom of Disposition, Art. 482
e. Manner of designating an heir, Art 843-844 in relation
to Art 789
f. Disposition in Favor of an Unknown Person Art. 845
g. Disposition of a Definite Class Art. 845 in relation to
Art. 786
h. Equality of Heirs Art. 848
i. Individuality of Institution Art 847
j. Simultaneity of Institution Art. 849
k. Institution based on a False Cause Art. 850
Case:
Austria v. Reyes, 31 SCRA 754
l. Shares in the institution, Arts. 851-853
m. Predecease of heirs, Art, 856
B. Kinds of Institutions
1. Simple or Pure- Art. 777
2. Conditional- Art. 871
a. Kinds
Case:
Vda. De Kilayco v. Tengko, 207 SCRA 600
b. Inoperative Conditions. Art. 872-874, relate to
Art. 1183
c. Disposition Captatoria, Art. 875
d. Compliance, Arts. 876-877(2)
e. Effect Arts. 1034(3), 879,880,881,884
3. Institution with a Term
GENERAL PROVISIONS
A. In General
1. When does it Take Place. Art. 960
2. Who are the Intestate Heirs. Art. 961
Case:
Rosales v. Rosales, 148 SCRA 69
3. Order of and share in the testate succession. Art.
962
Case:
De Los Santos v. De La Cruz, 37 SCRA 555
XX.
Case:
Bicomong v. Almanza, 80 SCRA 421
Bacayo v. Borromeo, 14 SCRA 986
E. The State, Art. 1011-1014
Right of Accession