COURSE OUTLINE AND LIST OF CAS.

ES
WILLS AND SUCCESSION

Reference C.IVIL CODE OF THE PH.ILIPPINES

BOOK 111. TITLE IV. SUCCESSION

1. GENERAL PROVISIONS (ARTS. 774-782)

A. Definition of Terms
I. Succession
2. Decedent/Testator
3. Heir/legatee/devisee

B. Bases/Reasons for Succession

C. Elements of Succession

D. lnheritance vs. Succession

I. . Uson vs del Rosario, 92 Phil 530 Jan. 29, 1953
2. Litonjua vs Montilla, 90 Phil 757; GR L-4 170, January 31, 1952
3. Ledesma vs McLacblin, 66 Phil 547; GR 44837 , November 23, 1938
4. Rabadilla vs CA. GR 113725, June 29. 2000

E. Transmission of Successional Rights

J. Coronel vs. CA, 263 SCRA 15 Oct. 7, 1996
2. Opulencia vs CA, GR 12 5835, July 30 1998
3. Atty. Ferrer vs Sps. Diaz, GR 16 5300, Apr. 23, 20 IO
4. . In Re Petition for Probate of Last Will & Testament of Basilio Santiago ,
GR 179859, Aug. 9, 20 lO
5. Raymundo vs. Suarez, G.R. No. 1490 17, November 28, 2008
6. Dela Merced vs. Dela Merced, G.R. No . 126707 , February 25, 1999
7. JLT Agro, Inc. Vs. Balansag, G.R. No . 141882, March 11, 2005
8. Heirs of Hermosilla vs. Sps. Remoquillo, G.R. No. 167320 , January 30, 2007
9. Melecio Domingo vs. S ps. Molina, G.R. No . 200274, April 20, 2016

I. TESTAMENTARY SUCCESSION (ARTS. 783-959)

A. WILLS

J. WILLS IN GENERAL

a. Definition, Elements and Characteristics of a Will

b. Interpretation of Wills
1. Reyes et al vs CA, GR 124099, October 30, 1997
2. Nepomuceno vs CA, 139 SCRA 206, Oct. 9, 1985

c. Extrinsic Validity of Wills

I. Maloles II vs. Delos Reyes Philips, G.R. No. 129505, January 31, 2000

d. Intrinsic Validity of Wills

I. Jimenez vs Fernandez, 184 SCRA 190 Apr. 6, 1990
2. Bellis vs Bellis, 20 SCRA 358 June 6, 1967
3. Aznarvs. Garcia, GR L-16759, January 31, 1963
4. Miciano vs Bruno, 50 Phil 867; GR 22595, November l, 1924
Llorente vs CA GR 124371 Nov. 23, 2000
Dorotheo vs CA, 320 SCRA 12 Dec. 8, 1999
Ancheta vs. Dalaygon, G.R No. 139868,,Jwie 8, 20Qi
Llorente vs. CA, G.R. No. 124371, November 23,

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2. TESTAMENTARY CAPACITY AND INTENT

a. Sound Mind
I. Bagta"> vs Pag uio , 22 Phil 227 ; GR 6801, March 14, 1912
2. Baltaza r v s Laxa, GR 174489, A pr. 11 , 2012

3. FORNIS OF WILLS
a. Basic Req u ireme nt s for a No tarial Will
l. Icasiano vs lcas iano , l 1 S CRA 422 ; GR L-18979 , June 30, 1964
2 . Azuela vs CA, GR 122880, April 12 , 2006
3 . Ortega vs VaJmon tc , GR 157451 Dec. 16 , 2005
4. The Estate of Ruiz vs. CA, G.R. No. 1 1 (;71, January 29, 1996

b. Acknowledgment of Wills
1. Cruz vs Villas o r, 54 SCRA 31; GR L-32213, November 26, 1973
2. Echavez vs. Dozen Const. And Devt. Corp., G. R. No.
1929 16 , October 11, 2010 3. G.R. No. 189984, No
vember 1 2, 2012

c. Add ition aJ Requirements for Deaf-Mute and Blind Testa tors

1. Garcia vs Vasquez GR L-26615 April 30, 1970
2. AJvarado vs Gaviola, 226 SCRA 347; GR 74695, September 14,
1993

d. Fonnal Requirements for Holographic Will s

I. Ajero vs CA, 236 SCRA 488; GR 10 6720, September 15, 1994
2. Roxas vs De Jes us. GR-L-38338 Jan. 28, 1985
3. Uy Kiao Eng vs Nix on Lee, GR 176831, Jan. 15, 2010
4. Seangio vs. Hon. Reyes, G.R. Nos. 140371-72, November 27, 2006

d. J. Witnesses to Hiolographic WiJis

I. Azaola vs. Singson, 109 Phil 102 Aug. 5, 1960
2. Codoy vs. Calugay, 312 SCRA 333 Aug . 12, 1999

e. Joint wms
L Bilbao vs. BjJbao, &7 Phil 144, Aug, 2, 1950
2. deJa Cerna vs Rebaca Potot 12 SCRA 576, Dec. 23, 1964, GR L-
20234

4. WITNESS TO WILLS

a. Qualifications/Disqualifications
 J. Ganz.ales vs CA, 90 SCRA 187, May 25, 1979

b. Devise/Legacy given to a Witness

5. CODICILS AND INCORPORATION BY REFERENCE

I. Unson vs Abe11a, 43 Phil 494; GR 17857, June 2, 1922

6. REVOCATION OF WILLS AND TESTAMENTARY

DISPOSITIONS
a. Conflict Rules. for Revocation
b. Modes of Revocation of Wills
I . Testate Estate of Maloto, GR L-32328, September 30, 1977
2. Testate Estate of Maioto vs CA, GR 76464, February 29, 1988
158 SCRA 451

c. Doctrine of Dependent Relative Revocation

1. De Molo vs Molo , 90 Phil 37 Sept 21t 1951

7. REPUBLICATION AND REVIVAL OF WILLS

a. Defirution of Republication and Revival
 /

b. Different Fonns of Republication and Revival

/ c. Requisites of
Republication
and Revival d.
Effects of
Republication
and Revival

8. ALLOWANCE AND DfSALLOWANCE OF WILLS

a. Nature of Probate Proceedings }
b. Jurisdiction of the Probate Court
c. Grounds for Disallowance of a Will
d. Revocation vs Disallowance
1. Mercado vs Santos, 66 Phil 215, September 22; 1938
2. Nuguid vs Nugui d, 17 SCRA 449; GR L-23445, June 23 , 1966
3. Revilla vs CA, GR 95329, Jan. 27, 1993
4. Fernandez vs Dimagiba, GR L-23638, October 12, 1967
5. Avera vs Garcia, 42 Phil 145, Sept. 14, 1932
6. Reyes vs Reyes , GR 139587 Nov . 22, 2000
7. O1tega vs Valmonte, GR 157451 Dec. 16, 2005
8. Dy Yieng Seangio vs Judge Reyes , GR 140371-72 Nov. 27,
2006
9. Maloles JI vs Philips, GR 133359, Jan. 31, 2000
lO. Palaganas vs. Palaganas, GR No . 169 144, January 26, 2011
11. Baltazar vs. laxa, G.R. No . 174489, April 11, 2012;
12. Uy Kiao Eng vs. Lee, G.R. No . 17683 1, January 15, 2010

B. INSTITUTION OF HElR
1. Definition and Requisites
a. Pecson vs Coronel, 45 Phil 216, October 11, 1923
b. Parish Priest of Victoria Tarlac vs Rigor, GR L-22036 April 30,
1979
c. Robadilla vs.. CA,,G R. No. 113725 , June 29, 2000

2. Equal Sharing; Collective and Simultaneous Institution of Heirs

3. Statement of a False Cause in the Institution of Heir

I. Austria vs Reyes, GR L-23079 Feb. 27, 1970

4. Incomplete, Inadequate or Excessive Distribution of Estate

5. Preterition
 a. Definition and Requisites
b. Preterition vs Disinheritance
I. Nuguid vs. Nuguid 17SCRA 449
2. Acain vs IAC, 155 SCRA 101; GR L-72706, October
27, 1987
3. Neri vs Alcutin, 74 Phil 185, May 21, 1943
4. Viado Non vs CA, GR 137287, Feb. 15, 2000; 325
SCRA 652
5. Morales vs. Olandriz, G.R. No. 198994, February 3,
2016

C. SUBSTITIJTION OF HEIRS
1. Definition, Requisites, Purpose and Limitations
2. Kinds of Substitution
3. Fideicommissary Substitution
3,t R,gquisiws; Limitations and Prohibitions
1. Perez vs Garchitorena, 54 Phil 431, February 13, 1930
2. Ramirez vs Ramirez, 11 ISCRA 704 February 15
1982
3. Kilayko et al vs Tengco, GR L-45425; 45965, March 27,
1992

D. CONDITIONAL TESTAMENTARY DISPOSITIONS AND

TESTAMENTARY DISPOSITIONS WITH A TERM
l. Conditional Institution
I. Rabadilla vs CA, GR 113725, June 29, 2000
/_
2. Institution with a Term
3. Modal institution
I. Natividad vs. Gabino, 36 Phil 663

4. Condition Not to Contract Marriage

I. Morente vs dela Santa, 9 Phil 387

5. Disposition Captatoria

E. LEGITIME
1. Definition, Purpose and Implications
2. Classification of Compulsory Heirs
1. Noble vs Noble, 18 SCRA 1104, Dec. I 7, 1966

3. Legitime of Compulsory Heirs

4. Completion of Legitime vs Preterition
5. Computation of Net Hereditary Estate
· 5. I. Relate with Collation of Donations
a. Collation Procedure
b. Duty to Collate of Grandchildren, Parents, Spouses
c. Property Subject to Collation
1. Vizconde vs. CA, 286 SCRA 217 Feb. 11, 1998
2. Arelllano vs Pascual, GR 189776, Dec. 15, 2010

6. Order of Reduction of Donation

7. Reserva Troncal
7.1. Concept, Purpose and Requisites
1. Nieva vs Alcala, 41 Phil 915; GR 13386, October 17,
1920
2. De Papa vs Camacho, 144 SCRA 281; GR 28032,
September 24, 1986
3. Sumaya vs IAC, 201 SCRA 178; GR 68843-44,
September 21, 1991
4. Zaldarriaga vs. CA, G.R. No. 90215, l\rfarch 29, 1996

F. DISINHERITANCE
1. Nature, Concept and Requisites of Disinheritance
2. Effects of Invalid Disinheritance
3. Grounds for Disinheritance
 L Pees.on vs Mediavillo, 28 Phil 81; GR 7890, September 29;
1914
2. Dy Yieng Seangio vs Judge Amor Reyes GR 140371-72 No
v. 27, 2006

4. Nature and Effects of Reconciliation

G. LEGACIES AND DEVISES

1. Object of Legacies and Devises
2. Liability for the Payment of Legacies/Devises
3. Special Rules on Legacies/Devises
4. Different Kinds of Legacies/Devises
5. Revocation/Ineffectiveness of Legacies/Devises
6. Order of Preference in Legacies/Devises

III. LEGAL OR INTESTATE SUCCESSION (ARTS. 960

1014)

A. GENERAL PROVISIONS
I. Concept of Intestate Succession

2. Rules in Intestate Succession

 B. RELATl ONSHIP
I. RIGHT OF REPRESENTATION
a . Definition , Nature Limitat' dE .
I S ' ions an xtent of the Right of Re pre sen
tation O I
· e os antos vs dela Cruz, 37 SCRA 555 , Feb. 2,2 1971

C. ORDER OF INTESTATE SUCCESSION

.1 DESCENDING DIRECT LINE

1· Rosales vs Rosales 148 SCRA 69
2 Say.son vs C A GR 89224-25 , 205 SCRA 32 I Jan . 23 , 1992
. 3. Spouses Zaragosa vs CA GR 106401 Sept. 29, 2000
4. Pedrosa vs CA GR l 18680 Mar. 5, 2001
5 de Jesus vs Estate of Dizon GR 142877 Oct. 2, 2001
.
6 Adlawan vs Adlawan GR 1.6 19 16 Jan. 20, 2006
.
7. Santos vs Alana GR 154942 Aug . 16 , 2005
8. Montero vs Septimo GR 149751 Mar. 1 I, 2005

2. ASCENDING DIRECT LINE

3. COLLATERAL RELATIVES

l. Bagunu vs. Piedad GR 140975 Dec . 8 , 2000

2. Fernandez vs Fernandez GR 143256 Aug. 28, 2001
3. Abellana de Bacayo vs Borromeo GR L-19382, 14 SCRA 986
Aug. 31, 1965
4. GSIS vs Custodio 26 SCRA 658 Jan. 27, 1969
5. Pilapil vs Heirs of Maximino Briones GR 150175 Mar. LO, 2006 ;
Feb. 5, 2007

4. ILLEGITIMATE CHILDREN
a. The Iron Barrier
I. . Diaz vs IAC 182 SCRA 427 June 17, 1987
2. Cacho vs. Udan 13 SCRA 693 April 30, 1965
3. dela Merced vs dela Merced GR 126707 Feb. 25, 1999
4. Albolario vs Colinco GR 129163 April 22, 2003
5. In Re: lntestate Estates of Josefa
Delgado and Guillermo Rusria GR
155733 Jan. 27, 2006
5. SURVIVING SPOUSE
I. Santillon vs. Miranda, 14 SCRA 563
2. Verdad vs CA GR 109972, 256 SCRA 593 April 29, 1996
3. Annas vs CaJisterio Gr 136467 Apiil 6, 2000

6. THESTATE
I. City ofManila vs Archbishop 36 Phil 504 Aug. 30, 1917
2. Republic vs Guzman GR 132964 Feb. 18, 2000

IV. PROVISIONS COMMON TO

TESTATE AND INTESTATE
SUCCESSION (ARTS. 1015-1105)

A. RIGHT OF ACCRETION
I . Definition, Purpose and Requisites
2. Extent and Limitations
2.1. Testate and Intestate Succession
2,.2 Compulsory and Voluntary Heirs
I,.

B. CAPACITY TO SUCCEED BY WILL OR BY INTESTA€ ¥.,

I. Definition/Qualification to Inherit
2. Persons Incapable of Succeeding Due to:
2.1. Undue/Improper Influence
 2.2. Public Policy/Morality
B.3. Unworthiness
3. Ineffectivity of Causes of Unworthiness
4. Evaluation of capacity to succeed
.1 Parish Priest of RCC of Victo ria, Tarlac vs Rigor, GR-L22036 ,
Apri.l 30 , 19 79

C. ACCEPTANCE AND REPUDIATION OF INHERITANCE

D. EXECUTORS AND ADMINISTRATORS

I. Estate of Ventura vs Ventura, GR L-26306 Apr. 27, 1988

E. COLLATION
*Legitime and Computation of
Net Hereditary Estate (NHE)

F. PARTITION AND DISTRIBUTION OF THE EST AT E

1. Mang-oy vs CA, 144 SCRA 33, Sept. 12, 1986 , GR-L27421
2 . JL T Agro Inc vs Balansag GR 141882 Mar. 11, 2005

G. EFFECTS OF PARTITION
1. Exclusive Ownership of Property
2. Reciprocal Obligation of Warranty Among Heirs

H. RESCISSION AND NULLITY OF PARTITION

l. Grounds for Rescission
2. Indemnity to Aggrieved Heir