Wills&Succession

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    C I V I L L A W ( S U C C E S S I O N )

    Succession is a mode of acquisition by virtue of which the property, rights andobligations to the extent of the value of the inheritance, of a person aretransmitted through his death to another or others either by his will or byoperation of law.

    Art. 774 speaks of succession mortis causa; also defines the term.

    CHARACTERISTICS OF SUCCESSION:1. Mode of acquisition2. The property, rights & obligations to the extent of the value of the inheritance of a

    person transmitted3. The transmission takes place only by virtue of death/ NOT DURING LIFE4. The transmission takes place either by will or by operation of law5. The transmission to another(grantee, or transferee, heir, legatee, or divisee)

    REQUISITES FOR TRANSMISSION OF RIGHT TO SUCCESSION (or more correctlystated, time of vesting of the successional right):

    1. Death of the decedent2. Express will of the testator calling succession and/or provision of law prescribing

    successors3. Rights or properties are transmissible4. Transferee is still alive (didnt predecease)5. Transferee is capacitated to inherit6. Acceptance of the inheritance by the successor

    KINDS OF SUCCESSION:1. Testamentary succession by will2. Intestate succession in default of a will3. Mixed

    Treatment of accruals under the laws of succession:1. a. Article 793 refers to accruals after the making of the will

    b. Article 781 refers to accruals after the death of the testator2. a. Article 793 accruals dont always pertain to the testate heirs

    b. Article 781 accruals will always pertain to the testate heirs

    Will an act whereby a person is permitted, with the formalities prescribed by law, tocontrol, to a certain degree the disposition of his estate, to take effect after his death.

    Validity of willsEXTRINSIC FOR FILIPINOS FOR FOREIGNERS1. Governing law as to time Article 795 law in force

    when will was executedSame rule (assumption: willis being probated here)

    2. Governing law as to place Law of citizenship Law of citizenshipLaw of domicile Law of domicileLaw of residence Law of residenceLaw of place of execution Law of place of executionPhilippine law Philippine law

    INTRINSIC FOR FILIPINOS FOR FOREIGNERS1. Governing law as to time Article 2263 law at time

    of deathArticle 16, Article 1039depends on personal law

    2. Governing law as to place Article 16, Article 1039

    Philippine law

    Article 16, Article 1039

    national law

    Testamentary Capacity1. All persons not expressly prohibited by law2. 18 years old and above3. Sound mind

    2 Kinds of Wills:

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    C I V I L L A W ( S U C C E S S I O N )

    1. Notarial will Articles 804-806, & 807-808 in special cases2. Holographic Articles 804 & 810

    Common requirements that apply to the 2 kinds of wills1. In writing2. In a language or dialect known to the testator

    REQUISITES FOR VALID NOTARIAL WILL:1. In writing2. Executed in a language or dialect known to the testator3. Subscribed by the testator himself or by the testators name written by some

    other person in his presence & under his express direction at the end thereof, atthe presence of witnesses

    4. Attested & subscribed by at least 3 credible witnesses in the presence of thetestator and of one another

    5. Each & every page must be signed by the testator or by the person requested byhim to write is name, & by instrumental witnesses in the presence of each other,on the left margin

    6. Each & every page of the will must be numbered correlatively in letters placed onthe upper part of each page

    7. Must contain an attestation clause, stating the following:a. The number of pages of the willb. Fact that the testator signed the will & every page in the presence of

    witnesses, or caused some other person to write his name under hisexpress direction

    c. All witnesses signed the will & every page thereof in the presence of thetestator & of one another

    8. Must be acknowledged before a notary public

    Additional requisite if deaf or mute:Must either:

    1. Read will personally, if able to do so;2. Otherwise, he shall designate 2 persons to read it & communicate to him the

    contents

    Additional requisite if blind:Will shall be read to him twice:

    1. Once by one of the subscribing witnesses2. Once by the notary public before whom it is acknowledged

    REQUISITES OF HOLOGRAPHIC WILL:1. In writing2. Executed in a language or dialect known to the testator3. Entirely written, dated & signed by the hand of the testator himself

    AMENDING A WILL:1. Notarial will can only be amended through a codicil2. Holographic will can be amended in 3 ways:

    a. Dispositions may be added below the signature, PROVIDED that saiddispositions are also dated & signed & everything is written by the handof the testator himself

    b. Certain dispositions or additional matter may be suppressed or insertedPROVIDED that sad cancellation is signed by the testator & is written bythe testator himself (no need to be detailed)

    c. Executing a codicil which may either be notarial or holographic

    Effect of cancellation, addition insertion), or erasure on the validity of the will1. If made by the hand of the testator & authenticated by him: alters the will without

    affecting its validity2. If made by the hand of the testator but was not authenticated by him: deemed as

    if not written at all3. If made by testator but not handwritten: entire will is nullified4. By a stranger & the testator has authenticated the same: entire will is nullified

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    5. Made by a stranger but not authenticated by the testator: deemed as if notwritten at all

    What is a codicil?It is a supplementary or addition to a will, made after the execution of the will &

    annexed to be taken as part by which any disposition in the original will may beexplained, added to or altered.

    Qualifications of a witness and a testator:WITNESS TESTATOR

    1. At least 18 years old2. Physically fit (not deaf, dumb, blind)3. Literate, able to read and write4. No prior conviction for perjury/false

    testimony/falsification5. Not the notary public before whom

    the will is acknowledged

    6. Sound mind7. Domiciled in the Philippines

    1. Same2. May be blind, deaf or deaf-mute3. No literacy requirement4. No such requirement

    5. No such requirement

    6. Same7. No such requirement

    REVOCATION OF A WILL:1. By implication of law2. By the execution of a documentation with all the requisites of a will3. By the physical act of destruction coupled with the intent to revoke

    PROBATE It is a the special proceeding by which the validity of a will maybeestablished

    Matters to be proved in a probate:

    1. Whether the instrument which is offered for probate is the last will and testamentof the decedent2. Whether the will has been executed in accordance with the formalities prescribed

    by law3. Whether the testator had testamentary capacity at the time of the execution of

    the will

    GROUNDS FOR DISALLOWANCE OF A WILL:1. The testator did not possess testamentary capacity at the time of execution2. The testator failed to comply with prescribed formalities3. The execution of the will is attended by a vice of consent

    INSTITUTION OF HEIR an act by virtue of which a testator designates in his will theperson or persons who are to succeed him in his property and transmissible rights andobligations

    Requisites for a valid institution of heir:1. Designation in will of person/s to succeed2. Will specifically assigns to such person an inchoate share in the estate3. The person so named has capacity to succeed4. The will is formally valid5. No vice of consent is present6. No preterition results from the effect of such will

    3 principles in the institution of heirs:1. Equality: heirs who are instructed without a designation of shares inherit in equal

    parts2. Individuality: heirs collectively instituted are deemed individually named unless

    contrary intent is proven3. Simultaneity: when several heirs are instituted, they are instituted simultaneously

    & not successively

    Rules regarding a persons right to dispose of his estate:

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    C I V I L L A W ( S U C C E S S I O N )

    1. If one has no compulsory heirs:a. He can give his estate to any person qualified to inherit under himb. However, he must respect restrictions imposed by special laws

    2. If one has compulsory heirs:a. He can give only the disposable portion to strangers

    b. Legitimes of compulsory heirs must be respected

    PRETERITION:1. There must be an omission of one, some or all of the heir/s in the will2. The omission must be that of a COMPULSORY HEIR3. Compulsory heir omitted must be of the DIRECT LINE4. The omitted compulsory heir must be LIVING at the time of testators death or

    must at least have been CONCEIVED before the testators death

    Effects of preterition:1. The institution of heirs is annulled2. Devises & legacies shall remain valid as long as they arent officious

    DISINHERITANCE It is the act by which the testator, for just cause, deprives acompulsory heir of his right to the legitime.

    Preterition vs. DisinheritanceDISINHERITANCE PRETERITION

    Express deprivation of legitime Tacit deprivation of legitimeAlways voluntary May also be voluntary but is presumed to

    be involuntary (as its an omission tomention as an heir or though mentioned,isnt instituted as an heir)

    Legal cause is present Presumed by law to be a mere oversight

    Even a compulsory heir may be totallyexcluded Compulsory heir is merely restored to hislegitime

    Requisites for a valid disinheritance1. Heir disinherited must be designated by name or in such a manner as to leave no

    room for doubt as to who it is intended2. Disinheritance must be for a cause designated by law3. It must be made in valid will4. It must be made expressly, stating the cause in the will itself5. Cause must be certain & true, & must be proved by interested heirs if the person

    disinherited should deny it6. It must unconditional

    7. Must be total

    Summary of causes of disinheritanceGROUNDS FORDISINHERITANCE

    CHILDREN/DESCENDA

    NTS

    PARENTS/ASCENDANT

    S

    SPOUSE UNWORTHINESS

    1 Guilty/convicted of attemptagainst life of testator/spouse/ ascendant/descendant

    * * * *

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    C I V I L L A W ( S U C C E S S I O N )

    GROUNDS FORDISINHERITANCE

    CHILDREN/DESCENDA

    NTS

    PARENTS/ASCENDANT

    S

    SPOUSE UNWORTHINESS

    2 Accused testator/

    decedent of crimepunishable byimprisonment of more than6 years, found groundless,false

    * * * *

    3 Causes testator/ decedentto make will or change oneby fraud, violence,intimidation, or undueinfluence

    * * * *

    4 Unjustified refusal tosupport testator

    * * *

    5 Convicted of adultery orconcubinage with spouseof testator / decedent

    * * *

    6 Maltreatment of testator byword & deed

    *

    7 Leading a dishonorable ordisgraceful life

    *

    8 Conviction of crime whichcarries penalty of civilinterdiction

    *

    9 Abandonment of childrenor inducing children to live

    corrupt and immoral life orattempted against virtue

    * *

    10 Loss of parental authority * *11 Attempt by one parent

    against life of the otherUNLESS theresreconciliation betweenparents

    *

    12 Spouses given cause forlegal separation

    *

    13 Failure to report violentdeath of decedent within 1

    month, unless authoritieshave already taken action

    *

    14 Force, violence,intimidation or undueinfluence to preventanother from making a willor revoking one alreadymade or who supplants oralters the latters will

    *

    15 Falsifies or forges asupposed will of thedecedent

    *

    Causes of vacancy in succession:1. The testator creates it himself disinheritance2. The does something repudiates3. Something happens to the heir incapacitated / predecease

    How are vacancies filled:1. Substitution

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    2. Representation3. Accretion

    Classes of substitution1. Singular or vulgar substitution

    a. Simpleb. Briefc. Compendiousd. Reciprocal

    2. Fideicommissary Substitution

    FIDEICOMMISSARY SUBSTITUTION A substitution is a fideicommissary substitutionif the testator institutes an heir with an obligation to deliver to another the property soinherited. The heir instituted to such condition is called the first heir or fiduciary heir, theone to receive the property is the fideicommissary or second heir.

    Requisites of a fideicommissary substitution:1. A 1st heir or fiduciary is first called to the enjoyment of the property so inherited2. A 2nd heir or fideicommissary substitute3. An obligation clearly imposed on the fiduciary to preserve & transmit the property

    to a fideicommissary substitute4. The substitution doesnt go beyond the 1st degree of the fiduciary5. The fideicommissary substitution is made expressly6. Both the fiduciary & the fideicommissary substitute are living or at least

    conceived at the time of the death of the testator7. The fideicommissary substitution is imposed on the free portion of the estate &

    not on the legitime

    LEGITIME - It is that part of the testators property which he cannot dispose ofbecause the law has reserved it for certain heirs called compulsory heirs.

    Different classes of heirs:1. Voluntary heirs succeed by virtue of a will2. Legal or intestate heirs succeed by operation of law in the absence of a will3. Compulsory heirs succeed because the law reserved for them

    Classes Compulsory Heirs:1. Primary

    a. Legitimate children & their descendants (legitimate)b. Surviving spouse (legitimate)c. Illegitimate children & their descendants (legitimate or illegitimate)

    2. Secondarya. Legitimate parents & ascendants (legitimate) inherit only in default of 1ab. Illegitimate parents (no other ascendants) inherit only in default of 1a &

    1c

    Summary of legitimes of compulsory heirs:SURVIVINGRELATIVES

    LEGITIMATECHILDREN &

    DESCENDANTS

    SURVIVINGSPOUSE

    ILLEGITIMATECHILDREN

    LEGITIMATEPARENTS &

    ASCENDANTS

    ILLEGITIMATEPARENTS

    Legitimatechildren alone

    (dividedby the # ofchildren)

    1 legitimate childsurviving spouse

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    C I V I L L A W ( S U C C E S S I O N )

    SURVIVINGRELATIVES

    LEGITIMATECHILDREN &

    DESCENDANTS

    SURVIVINGSPOUSE

    ILLEGITIMATECHILDREN

    LEGITIMATEPARENTS &

    ASCENDANTS

    ILLEGITIMATEPARENTS

    Legitimate

    childrenSurviving spouse

    (divided

    by no. ofchildren)

    Same as the

    share @legit childLegitimatechildrenIllegitimatechildren

    of theshare of @legit child

    1 legitimate childsurviving spouseillegitimatechildren

    of theshare of @legit child

    2 or morelegitimate

    childrensurviving spouseIllegitimatechildren

    (dividedby no. of

    children)

    Same as theshare of @

    legit child

    of theshare of @

    legit child

    Legitimateparents alone

    LegitimateparentsIllegitimatechildren

    Legitimateparents

    Surviving spouse

    LegitimateparentsSurviving spouseIllegitimatechildren

    1/8

    Illegitimatechildren alone

    (dividedby no. ofchildren)

    IllegitimatechildrenSurviving spouse

    1/3 1/3 (dividedby no. ofchildren)

    Surviving spousealone

    or 1/3 ifmarriage inarticulomortis

    Illegitimateparents alone

    IllegitimateparentsSurviving spouse

    Remedy of compulsory heir in case of impairment of legitime:1. If the impairment is total them there may be preterition if the compulsory heir

    preterited is either an ascendant or descendant. Article 854 would come into play(annulment of institution of heir & reduction of devises and legacies)

    2. If the impairment is partial, then the compulsory heirs is entitled to completion oflegitime under Article 906

    3. If the impairment is thru donation, then remedy is collation.

    RESERVA TRONCALIt is that part of the decedents property that an ascendant, whoinherits by operation of law from his descendants which the latter may have acquired by

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    gratuitous title from another ascendant or sibling, is obliged by law to reserve suchproperty for the benefit of 3rd degree relatives who belong to the line from which theproperty which otherwise will go to certain specific heirs but which law reserves tocertain predetermined heirs.

    Order of payment in case estate is INSUFFICIENT to cover legacies & devises1. Remuneratory legacies or devises2. Preferential legacies or devises declared by testator3. Legacies for Support4. Legacies for Education5. Legacies or devises for Specific, determinate thing6. All others, pro-rata

    Causes for legal or intestate succession1. Person dies without a will2. Person dies with void will3. Person dies with a will that subsequently loses validity4. Will doesnt institute an heiror institution is void5. Will doesnt dispose of ALL property belonging to the testator6. Suspensive condition attached to the institution of the heir doesnt happen or isnt

    fulfilled7. Heir predeceases, or repudiates the inheritance8. Incapacity of the heir

    2 fundamental underlying principles in legal or intestate succession1. Rule of Proximity nearer exclude the more remote2. Rule of Equal Division equal division within the same group

    Grounds when the right of representation will be available:1. Disinheritance2. Incapacity3. Predecease

    Who can exercise right of representation1. Intestate succession only: heirs in the collateral line, but only in favor of the

    children of siblings2. Both testate & intestate succession: heirs in the descending line, NEVER in the

    ascending line

    Order of Intestate succession of a legitimate child, an illegitimate child and anadopted child

    LEGITIMATE CHILD ILLEGITIMATE CHILD ADOPTED CHILD

    1 Legitimate child andlegitimate descendants

    legitimate child &legitimate descendants

    legitimate child &legitimate descendants

    2 Legitimate parents &legitimate ascendants

    illegitimate children &legitimate or illegitimatedescendants

    illegitimate children &legitimate or illegitimatedescendants

    3 Illegitimate children & leftor illegitimatedescendants

    illegitimate parents legitimate or illegitimateparents & legitimateascendants, adoptiveparents

    4 Surviving spouse surviving spouse surviving spouse5 Legitimate siblings,

    nephews, niecesillegitimate siblings,nephews, nieces

    siblings, nephews, nieces

    6 Legitimate collateralrelatives

    State State

    7 StateOrder of succession & concurrence in intestate succession

    INTESTATE HEIR EXCLUDES EXCLUDED BY CONCURS WITH

    Legitimate children& Legitimate

    Ascendants,collaterals & state

    No one Surviving spouseIllegitimate children

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    descendantsIllegitimate children& Descendants

    Illegitimate parents,collaterals & state

    No one Surviving spouseLegitimate children& legitimate parents

    Legitimate parents &

    legitimatedescendants

    Collaterals & state Legitimate children Illegitimate children

    & surviving spouse

    Illegitimate parents Collaterals & state Legitimate children& illegitimatechildren

    Surviving spouse

    Surviving spouse Collaterals otherthan siblings,nephews and nieces

    No one Legitimate childrenIllegitimate childrenLegitimate parents &Illegitimate parents

    Siblings, nephewsnieces

    All other collaterals& state

    Legitimate children,illegitimate children,Legitimate parents &

    illegitimate parents

    Surviving spouse

    Other collateralswithin 5th degree

    Collateral remoter indegree & state

    Legitimate childrenIllegitimate childrenLegitimate parentsIllegitimate parents&Surviving spouse

    Collaterals in thesame degree

    State No one Everyone No one

    Summary of intestate shares:1. Legitimate children & legitimate descendants alone

    INTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSAL

    TOTAL INTESTATE

    SHARELegitimate children 1

    TOTAL 1

    2. One legitimate child and surviving spouseINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Legitimate child Surviving spouse

    TOTAL 1

    3. Legitimate children & surviving spouse

    INTESTATE HEIR SHARE AS LEGITIME SHARE AS FREEDISPOSAL

    TOTAL INTESTATESHARE

    Legitimate children Remaining portion ofestate after paying

    Whole estate dividedequally betweentotal number of

    children plus thesurviving spouse

    Surviving spouse Same as share of @legitimate child

    Legitimes to bedivided equally

    between total no. ofchildren plus thesurviving spouse

    No. of children plusthe surviving spouse

    TOTAL Varies on no. ofchildren

    Varies on no. ofchildren

    1

    4. Legitimate children & illegitimate childrenINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Legitimate children Remaining portion ofestate after paying

    Whole estatedivided by the ration

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    of 2 for eachlegitimate child

    Illegitimate children share of @legitimate child

    Legitimes to bedivided by the rationof 2 for @ legitimate

    child, 1 for @illegitimate child

    1 for @ illegitimatechild provided thatlegitimes wouldnt

    be impaired

    TOTAL Varies on no. ofchildren

    Varies on no. ofchildren

    5. One legitimate child, illegitimate children, & surviving spouseINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Legitimate child Remaining portion ofestate after paying

    legitimes to bedivided by the ration

    of 2 for @ legitimatechild, 1 for @illegitimate child

    Whole estate dividedby the ratio of 2 @

    legitimate child

    Illegitimate child share of @legitimate child

    1 for @ illegitimatechild

    1 for @ illegitimatechild

    Surviving spouse & 2 for the survivingspouse

    Legitimes wouldntbe impaired

    TOTAL Varies depending onno. of illegitimate

    children

    Varies depending onno. of illegitimate

    children

    1

    6. Legitimate children, illegitimate children & surviving spouse

    INTESTATE HEIR SHARE AS LEGITIME SHARE AS FREEDISPOSAL

    TOTAL INTESTATESHARE

    Legitimate children Remaining portion ofestate, if any afterparing legitimes tobe divided by theratio of 2 for @legitimate child

    Whole estatedivided by the ratio

    of 2 for @ legitimatechild

    Illegitimate children share of @ legitchild

    1 for @ illegitimatechild

    1 for @ illegitimatechild

    Surviving spouse & 2 for the survivingspouse

    & 2 for the survivingspouse provided

    that legitimes wontbe impaired

    TOTAL Varies depending onno. of illegitimate

    children

    Varies depending onno. of illegitimate

    children

    1

    7. Legitimate parents aloneINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Legitimate parents 1TOTAL 1

    8. Legitimate parents & illegitimate childrenINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Legitimate parents Illegitimate children

    TOTAL 1

    9. Legitimate parents & surviving spouse

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    INTESTATE HEIR SHARE AS LEGITIME SHARE AS FREEDISPOSAL

    TOTAL INTESTATESHARE

    Legitimate parents Surviving spouse 1/8 1/8

    TOTAL 1

    10. Legitimate parents, surviving spouse & illegitimate childrenINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Illegitimate children 1/3 1/6 Surviving spouse 1/8 1/8

    Illegitimate children 1/4 TOTAL 7/8 1/8 1

    11. Illegitimate children aloneINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Illegitimate childrenalone

    1

    TOTAL 1

    12. Illegitimate children & surviving spouseINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Illegitimate children 1/3 1/6 Surviving spouse 1/3 1/6

    TOTAL 2/3 1/3 1

    13. Surviving spouse

    INTESTATE HEIR SHARE AS LEGITIME SHARE AS FREEDISPOSAL

    TOTAL INTESTATESHARE

    Surviving spouse or 1/3 or 1/3 1TOTAL or 1/3 or 1/3 1

    14. Illegitimate parents aloneINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Illegitimate children 1

    15. Illegitimate parents & surviving spouseINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Illegitimate parents Surviving spouse

    TOTAL 1

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    16. Siblings, nephews & nieces aloneINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARESiblings, nephews,

    nieces

    1

    TOTAL 1

    17. Surviving spouse, siblings, nephews & niecesINTESTATE HEIR SHARE AS LEGITIME SHARE AS FREE

    DISPOSALTOTAL INTESTATE

    SHARE

    Surviving spouse Siblings, nephews,

    nieces

    TOTAL 1

    Requisites for accretion to take place:

    1. Unity of object2. Plurality of heirs3. Some of the heirs cannot or are disqualified to accept (R.I.P)4. Others are accepting &5. There has been earmarking

    Incapacity to succeed because of possible undue influence1. Priest who heard confession during last illness & his relatives with thin the 4 th

    degree & the order, chapter, etc., to which the priest belongs2. Guardian before final accounts have been approved EXCEPT if an ascendant,

    descendant, sibling, spouse3. Attesting witness to execution of will & their spouses, parents, children or any

    one claiming under them4. Physician, surgeon, nurse who took care of testator during his last illness5. Individuals, associations, corporations not permitted by law to inherit

    Validity and Effect of Legacy/Devise

    Thing owned in part bytestator (Article 929)

    General Rule: Conveys only interest or part owned by testator

    Exception:if testator otherwise providesa. He may convey more than what he owns - the state shld try to

    acquire the part or interest owned by other parties. If otherparties are unwilling to alienate, the estate should give thelegatee/devisee the monetary equivalent (analogy with Article931)

    b. He may convey less than what he owns (Article 794)Thing owned by another(Articles 930-931)

    General Rule:

    a. If testator ordered acquisition of the thing - the order should becomplied with. If the owner is unwilling to part with the thing,the legatee/devisee should be given the monetary equivalent

    b. If testator erroneously believed that the thing belonged to him -legacy/device is void

    Exception: if testator acquire the thing onerously orgratuitously after making of the disposition, disposition isvalidated

    c. If testator knew that the thing did not belong to him but did not

    order its acquisition - code is silent but disposition shld beconsidered valid (Balane & Tolentino) - there is an impliedorder to acquire & doubts must be resolved in favor ofintestacy

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    Thing already owned tothe legatee/devisee(Articles 932-933)

    a. If thing already belonged to legatee/devisee at time ofexecution of will legacy/devise is void

    b. If thing was owned by another person at time of making thewill and thereafter it is acquired by legatee/devisee

    1. If testator erroneously believed that he owned the thing legacy /devise is void

    2. If testator was not in error -

    i. If thing was acquired onerously by L/D L/Dentitled to be reimbursed

    ii. If thing was acquired gratuitously by L/D nothing is due

    iii. If thing was owned by testator at time will wasmade and L/D acquired the thing from himthereafter law is silent (Balane: deemedrevoked)

    Legacy/Devise to removean encumbrance over athing belonging to testator(Article 932 par 2)

    Valid, if the encumbrance can be removed for a consideration

    Legacy/Devise of a thingpledged or mortgaged(Article 934)

    The encumbrance must be removed by paying the debt unless thetestator intended otherwise

    COLLATION -To collate is to bring back or to return to the hereditary mass, in fact or byfiction, property which came from the estate of the decedent, during his lifetime, butwhich the law considers as an adverse from the inheritance. It is the act by virtue ofwhich, the persons who concur in the inheritance bring back to the common hereditarymass the property which they have received from him, so that a division may be effectedaccording to law & the will of the testator.

    Important periods to remember:

    1 month or less before making a will Testator, if publicly known to be insane,burden of proof is on the one claimingvalidity of the will

    20 years Maximum period testator can prohibitalienation of dispositions

    5 years from delivery to the State To claim property escheated to the State1 month To report knowledge of violent death of

    decedent lest he be considered unworthy

    5 years from the time disqualified persontook possession Action for declaration of incapacity & forrecovery of the inheritance, devise orlegacy

    30 days from issuance of order ofdistribution

    Must signify acceptance/repudiationotherwise, deemed accepted

    1 month form written notice of sale Right to repurchase hereditary rights soldto a stranger by a co-heir

    10 years To enforce warranty of title/quality ofproperty adjudicated to co-heir from thetime right of action accrues

    5 years from partition To enforce warranty of solvency of debtorof the estate at the time partition is made

    4 years form partition Action for rescission of partition on accountof lesion