Succession Course Outline

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COURSE OUTLINE

Succession
Atty. Myra-Diwata A. Rivera-Caroy
First Semester, AY 2020-2021

Suggested Reference Materials:


1. JURADO, D. Comments and Jurisprudence on Succession (1991 Eighth Ed.). Rex
Bookstore, Manila.
2. MISON, S. Wills and Succession Better Explained (Second Ed.), Rex Bookstore,
Manila.
3. PAGUIRIGAN, VIVIANA M. Notes and Cases on Succession (2017 Ed.). Rex
Bookstore, Manila.
4. PARAS, E. III Civil Code of the Philippines Annotated: Wills and Succession. Rex
Bookstore, Manila.
5. PINEDA, III. Civil Code of the Philippines Annotated: Wills and Succession. Central
Bookstore, Manila.
6. TOLENTINO, A. III Civil Code of the Philippines Annotated: Wills and Succession.
Central Bookstore, Manila.

Methodology:
1. Lectures
Recitation, Quizzes, Seatworks/Assignments, Project, Reporting and Case Digests

2. Midterm and Final Examination

Class Rules/Computation of Grades:

1. Final Grade = 50% Midterm Grade + 50% Final Term


Based on a Uniform Grading Formula adopted by the DMMMSU College of Law faculty
Midterm: 25% CS + 25% Midterm Exam
Final Term: 25% CS + 25% Final Exam
Class Standing includes the following components, namely: (1) Recitations; (2)
Seatworks; (3) Quizzes; (4) Attendance; and (5) Other requirements, (reporting, case
digests, project).

2. A student who has incurred at least four consecutive absences (whether excused or
unexcused) shall be considered dropped in class. A student who comes to class late for
at least 15 minutes after the scheduled time in class shall be marked absent.

3. A student who has missed the following shall be graded as follows:


3.1. A grade of 50% for a missed quiz;
3.2. A grade of 65% for a missed recitation, a “pass” or a non-answer;
3.3. BOYCOTT. A student who is absent at a meeting where a boycott was declared
shall be given double 50 and double 65 grades for quiz and recitation,
respectively.
4. A student who has missed a major examination shall be given an exam grade equivalent
to the lowest score garnered in the same examination in class. Cheating during an
examination automatically results in a failure in the final grade, with the corresponding
notation in the Professor’s Grading Sheet of a failed grade due to “cheating.”

Working Outline:

I. Introduction

II. General Provisions (Art. 774 to 782, CC)

Cases:
 Inocencio v. Hospicio de San Jose, G.R. No. 201787, 25 September 2013
 DKC Holdings v. CA, G.R. No. 118248, 05 April 2000

III. Testamentary Succession

A. Wills

1. In General

Cases:
 Dy Yieng Seangio et al. v. Hon. Amor A. Reyes, G.R. No. 140371-72, 27
November 2006

2. Testamentary Capacity and Intent

3. Forms of Wills

Cases:
 Payad v. Tolentino, G.R. No. 42258, 05 September 1936
 Garcia v. Lacuesta, G.R. No. 4067, 29 November 1951
 Barut v. Cabacungan, G.R. No. 6285, 15 February 1912
 Icasiano v. Icasiano, G.R. No. 18979, 30 June 1964
 In re: Will of Andrada, 42 Phil. 180
 Cagro v. Cagro, G.R. No. 5826, 29 April1953
 Javellana v. Ledesma, G.R. No. 7179, 30 June 1955
 Cruz v. Villasor, 54 SCRA 31
 Yap Tua v. Yap Ka Kuan, 27 Phil. 579 (1914)
 Abangan v. Abangan, 40 Phil. 476 (1919)
 Lopez v. Liboro, 81 Phil. 429 (1948)
 Garcia v. Lacuesta, 90 Phil. 489 (1951)
 Taboada v. Rosal, G.R. No. 36033, 05 November 1982
 Nera v. Rimando, 18 Phil. 450 (1911)
 De Gala v. Gonzales and Ona, G.R. No. 30289, 26 March 1929
 Jaboneta v. Gustillo, G.R. No. 1641
 Valmonte v. Ortega, G.R. No. 157451, 16 December 2005
 Azuela v. Castillo, G.R. No. 122880, 12 April 2006
 In Re: Will of Enrique S. Lopez et al., G.R. No. 189984, 12 November 2012
 Labrador v. CA, 184 SCRA 170
 Ajero v. CA, 236 SCRA 488
 Kalaw v. Relova, 132 SCRA 237

4. Witnesses to Wills

5. Codicils and Incorporation by Reference

6. Revocation of Wills and Testamentary Dispositions

7. Republication and Revival of Wills

8. Probate of Wills

Case:
 Nuguid v. Nuguid, G.R. No. L-23445, 23 June 1966

B. Institution of Heirs

Cases:
 JLT Agro, Inc. v. Balansang, G.R. No. 141882, 11 March 2005
 Maninang v. CA, G.R. No. 57848, 19 June 1982
 Nuguid v. Nuguid, G.R. No. L-23445, 23 June 1966
 Neri v. Akutin, G.R. No. 47799, 13 June 1941

C. Substitution of Heirs

D. Conditional Testamentary Dispositions/Testamentary Dispositions with a Term

E. Legitime

Cases:
 Edroso v. Sablan, 25 Phil. 296 (1913)
 Padura v. Baldovino, 104 Phil. 1065
 Sienes v. Esparcia, 1 SCRA 750 (1961)
 Florentino v. Florentino, 40 Phil. 460

F. Disinheritance

Cases:
 Ramon S. Ching v. Hon. Jansen Rodriguez, G.R. No. 192828, 28
November 2011
 Dy Yieng Seangio et al. v. Hon. Amor A. Reyes, G.R. No. 140371-72, 27 November
2006

G. Legacies and Devises

IV. Intestate Succession

A. General Provisions
1. Relationship
2. Right of Representation

Cases:
 Diaz v. Intermediate Appellate Court, G.R. No. 66574, 21 February 1990
 In the Matter of the Administration of the Intestate Estate of Cristina
Aguinaldo Suntay, G.R. No. 183053, 16 June 2010
 Dela Puerta v. CA, G.R. No. 77867, 06 February 1990

B. Order of Intestate Succession


1. Descending Direct Line
2. Ascending Direct Line
3. Illegitimate Children
4. Surviving Spouse
5. Collateral Relatives
6. The State

V. Provisions Common to Testate and Intestate Succession


A. Right of Accretion
B. Capacity to Succeed by Will or Intestacy
C. Acceptance and Repudiation of Inheritance
D. Executors and Administrators
E. Collation
F. Partition and Distribution of Estate
1. Partition
2. Effects of Partition
3. Rescission and Nullity of Partition
Cases:
 Arellano v. Pascual, G.R. No. 189776, 15 December 2010

-Nothing follows

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