Wills&Succession
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Transcript of 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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C I V I L L A W ( S U C C E S S I O N )
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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C I V I L L A W ( S U C C E S S I O N )
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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C I V I L L A W ( S U C C E S S I O N )
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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C I V I L L A W ( S U C C E S S I O N )
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