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SUCCESSION
SUCCESSION
SUCCESSION
following:
1. The nature of the estate to be distributed;
Question: Is it necessary that the testator knows or remembers all properties he owns at
the time of execution of the will, so that it can be established that he complied with the
requirement of soundness of mind?
Answer: No. Answering in the affirmative is very dangerous, especially in such cases
where the testator forgot some of his/her properties. The testator, not being able to know
or remember all properties he/she owns does not invalidate the will on the basis of
unsound mind.
2. The proper object of his bounty/The persons who own the properties to be
disposed of; and
3. Liabilities at the time of execution.
Q: The testator made his dog and his cat the principal beneficiaries of his estate. Is the
disposition valid?
A: NO. It is clearly a betrayal of the requisites of the proper object of your bounty.
Q: The testator sets aside a certain amount by way of legacy dedicated to the proper care his
pets. Is the disposition valid?
A: It is valid because the proper object of his bounty is not betrayed. It is not directly given to the pets
but set aside for the proper care of his pets. It is valid and permitted.
Now, lucid interval, you know this as defined under the Revised Penal Code – Article 12.
It is that space of time during yung fits of insanity of that person wherein there is a perfect
enjoyment of reason. So, if you can prove that at the time of the execution of the will, the
insane person has a lucid interval at that very moment, then testamentary capacity is
complied with.
This is different when it comes to intrinsic validity – it must be measured as of the time of
death. But, for the capacity to make a will, it is determined at the time of execution thereof.
OTHER IMPORTANT PROVISIONS YOU SHOULD KNOW: SUPERVENING
INCAPACITY
So, at the time of the execution of the will, you were sane. After executing the will, you
became insane. So, supervening incapacity yan. And under Article 801 of the NCC, it
will NOT invalidate an effective will.
Baliktarin natin. A supervening capacity. At the time that you executed the will, you were
insane or you do not possess a sound mind. However, after the execution of the will, you
became sane or you were able to possess or enjoy a perfect reason. So, supervening
capacity, class, IT WILL NOT VALIDATE THE WILL of an incapable because it is
determined at the time of the execution of the will.
Any questions, mga kapatid? No questions? Clear? Testamentary capacity? So, let us
now discuss a new topic on the formalities of wills.
FORMALITIES OF WILLS
(one of requisites of a will is that it must comply with the prescribed solemnities or
formalities prescribed by law)
PURPOSES
A. To prevent bad faith and fraud
B. To avoid substitution of wills
C. To guarantee their truth and authenticity
(Formalities of a will is not merely for convenience; in other words, a will that does not
conform to the forms and solemnities prescribed by law is a void will, meaning it has
something to do with validity)
FORMS OF WILLS
1. NOTARIAL WILLS (Ordinary or Attested Wills)
2. HOLOGRAPHIC WILLS (Handwritten Wills)
SIGNIFICANCE: ORAL or NUNCUPATIVE WILLS are NOT ALLOWED.
(the law does not prescribe a specific form, meaning it does not matter if it is
computerized, mimeograph, printed, etc., we don’t have a form as long as it is written.
Note that the formal requisites of a will includes a) it must be written and b) it has
something to do with language)
ART. 804, NCC (2 formal requisites common to both notarial and holographic will)
A. The testator is presumed to know the language in which his will is written.
B. The testator is presumed to know the dialect in his locality or residence. (Abangan v.
Abangan, 40 Phil 476)
(in a case, just to be fancy, the testator had her last will and testament written entirely in
French language which the latter did not understand. A testator relying only on the
translation is not sufficient as to form, the testator must know the language/dialect and
must not rely on the translation from other persons. A testator is presumed to know and
the testator must know the dialect of the locality or residence specially if you have been
living there for quite some time.)
Rule:
For the testator, one of the formal requisites, common to both notarial and holographic
will, it must be executed in a language or dialect known to the testator.
Question: Should the witnesses to the will know the language or dialect of the will?
Answer: No. While the law states that the will must be known to the testator, the
witnesses do not have to know the language or dialect of the will.
Question: Should the witnesses to the will know the dispositions or contents of the will?
Answer: No.
(The rule is that the language must be known to the testator. Note that the witnesses are
not covered by this requirement. Remember that one of the characteristics of the will is it
is a personal act. Hence, the witnesses do not have to know the language or dialect of
the will, including the dispositions provided for in the will. However, the witnesses must
know the content of the attestation clause. If the portion of the attestation clause is written
in English and they do not understand, it should be interpreted to them.)
OBJECTIVES:
1. To evidence compliance with the formalities prescribed by law; and,
2. To serve as the exclusive proof of its contents, thereby avoiding a reliance on the
frail memory of man.
OBJECTIVE: To ensure that the testator, without being assisted by another person, is
able to understand the content of the will. Formidable protection against fraud.
C. The testator must sign at the end of the will (dispositive portion)
PURPOSE: In order to indicate the logical end thereof, or better yet, the end of the
testmanetary dispositions.
IMPLICATION: If the testator signed at any place other than the end of the will, or if the
testator inserted additional testamentary dispositions after his signature or acquiesced in
the insertion of such additional testamentary dispositions by another person, the
statutory requirement is breached, thereby making the will an absolute nullity.
EXAMPLE:
VII. XXX
VIII. I hereby revoke, set aside and annul any and all my other will or testamentary dispositions that I
have made, executed, signed, or published preceding this Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto affixed my signature this ____ day of _____, 20__, in
__________, Philippines.
_____________________________
Signature of Testator over Printed Name
The testator has to sign which means it is the end of the testamentary disposition. That
is how we interpret it. If there are insertions without any authentication, it will not invalidate
everything. However, if it is not authenticated, it is not countersigned, then it will be
invalidated.
Q: Can the testator sign with his thumb mark?
A: Yes, provided it can be proven that this is the customary signature of the testator.
D. A will must be attested and subscribed by (at least) three (3) credible
witnesses
• it is good if you have more than 3 witnesses just in case one of the witnesses is
disqualified
This is an example of attestation clause which should contain all the requirements
prescribed by law:
Is it necessary that the attesting witness/es are of good standing in the community, or
possess reputation for trustworthiness or honesty?
Kenn 39:19-43:40 (nilagay ko lang yung mga nasa slides, pero ung oral discussion ni
ma’am (if meron) e wala dito - Lea)
Answer: No. Such attributes are presumed by law. Only qualification here is conviction of
falsification of document, perjury or false testimony.
Unless there are other sufficient number of competent witnesses, any legacy or device
shall be VOID if given to:
a. The witness;
b. The spouse of a witness;
c. The parent of a witness;
d. The child of a witness; or,
e. Any person claiming from the same person.
E. The testator and the witnesses must sign in the presence of one another
A: No. For as long as any one of them can see the other sign by merely casting his eyes
on the same direction or possibility of seeing without any physical obstruction.
HOWEVER, it is important that the witnesses should be present during the actual signing.
Q: The witnessing or attesting and at the same time, the acknowledgement of the notary
public, should it be done in a single act?
A: It is not necessary that the attestation of witnesses and the acknowledgement of the
notary public may not be done in a single act. It may be done at one time but it may also
be done in separate acts. It would be inconvenient for the witnesses to come back again
for the signing of acknowledgement.
Inconvenience aside, note that the attestation and the notarization of the
acknowledgement is not necessary. It should be done in a single act. These have 2
different purposes. Attestation is the act of witnessing the testator sign the document as
his last will and testament and identifying the document. For acknowledgement, you are
acknowledging that that document including the attestation clause is the last will and
testament so it is not necessary that it should be done/perform in a single act.
Illustration:
In his deathbed, the testator was executing his notarial will. The present persons are the
testator, 3 credible witnesses and the lawyer. At the time that the testator is supposed to
sign the LWT, there was thunder, and one of the witnesses looked outside the window to
see what happened. So he did not see the testator sign the LWT. Will that invalidate the
will because the witnesses must sign in the presence of the testator and of one another?
SC: No. That fact will not invalidate the will by applying the test of position. It is not the
fact that they actually saw each other signed but whether they might have seen
each other signed had they chosen to do so. If he did not look at the window and he
had chosen to look at the testator signing the LWT, it is still the same. You also need to
consider the physical and mental condition and even the position. There were only 5 of
them who were there. From the condition and their position, kung hindi niya tinignan yung
bintana at tinignan niya si testator, he knows that the testator signed the LWT.
-END OF DISCUSSION-
—-------
FORMALITIES OF WILLS
• Done
• Done
• Done
Edilyn 0:00-3:05
WITNESSES TO WILLS
CODICILS & INCORPORATION BY REFERENCE
REVOCATION OF WILL & TESTAMENTARY DISPOSITIONS
WITNESSES TO WILLS
Note: A person who is qualified to execute a will is not necessarily qualified to be a witness. For
instance, a blind, deaf or mute person can be a testator. However, they cannot be a witness.
• If the witnesses attesting the execution of a will are competent at the time of
attesting, their becoming subsequently incompetent shall not prevent the allowance of
the will.
(Note: The qualifications must exist at the time they are attesting to the notarial will.)
• This is similar to the rule in determining testamentary capacity. (Art. 801, NCC)
(Note: Sa mga witnesses, at the time of attestation, they must possess all
qualifications.)
DEVISEES AND LEGATEES AS WITNESSES
Claudine 3:06-6:10
Angeline 6:11-9:15
Xylex 9:16-12:20
Nitz 12:21-15:25
b) The will must clearly describe and identify the document or paper especially the number of
pages thereof;
c) Must be identified by clear and satisfactory proof of evidence (parol evidence);
d) Testator or witnesses must sign each and every page of the paper or document, except
voluminous books of account or inventories
Nami 15:26-18:30
Definition of Terms
REVOCATION - The withdrawal or recall of some power, authority, or thing granted.
Note: As applied to wills, revocation is the act of destroying or making a will void.
Distinction
REVOCATION ANNULMENT
Takes place during the lifetime of Invoked after the death of the testator by his/ her
the testator intestate/compulsory heirs
My 18:31-21:35
Requisites of the Right to Revoke
1. There must be animus revocandi (intent to revoke);
2. Done before the death of the testator;
3. There must be a prior valid will; and
4. Revocation must be in accordance with law.
Revocation outside the Philippines by a non-domiciliary Domiciliary law of the testator (at
-by a testator who does not have his domicile in the the time of revocation); or
Philippines, revocation is valid when done according to Law of the place the will is
either: executed
BY IMPLICATION OF LAW
Examples:
1. Art 957, NCC - When the testator sell or donates the thing given as legacy or device;
2. Art 936, NCC - When a credit given as legacy is judicially demanded by the testator;
3. Art 854, NCC - Preterition of compulsory heirs in the direct line;
• Preterition revokes the institution of heirs.
Lea 21:36-24:40
4. Arts. 1031 & 1032, NCC - Commission by an heir, devisee or legatee of an act of
unworthiness;
5. Art. 63, par. 4, FC - Decree of legal separation revokes the provisions in the innocent
spouse's will in favor of the offending spouse.
• Or even a nullification of a void ab initio marriage or annulment of voidable
marriage, it revokes testamentary dispositions made by one spouse in favor of the
other, if both spouses acted in bad faith
Express Revocation
• Usually it carries with it a revocatory clause. Example:
“This will revokes the testamentary disposition in the will executed on November 8, 2018”
• This is very clear, you are actually revoking the previous will
Implied Revocation
• Art. 831, NCC
• If the subsequent will does not revoke the first will in an express manner, only those
dispositions in the first will that are INCONSISTENT or CONTRARY to the second will are
annulled.
There should be complete incompatibility of the provisions of the two wills to effect revocation.
Kenn 24:41-27:45
Question: Between an express and implied revocation, which is preferred?
Answer: EXPRESS REVOCATION
Efforts to reconcile must be made before resorting to IMPLIED REVOCATION.
The testatrix Natividad executed a holographic will in 2010 instituting Rosa as her sole and
universal heiress. In 2012, the testatrix executed a holographic codicil containing a single
disposition expressly revoking the 2010 will. The revocatory clause in the 2012 will expressly
revokes the 2010 will. Upon the death of the testatrix in 2013, Rosa gets nothing unless Rosa is
an intestate heir to Natividad.
The revocatory clause is an example of Express Revocation
The testatrix Natividad executed a holographic will in 2010 instituting Rosa as her sole and
universal heiress. In 2012, Natividad executed a notarial codicil instituting Gregorio as her sole
and universal heir. The 2012 codicil does not explicitly revoke the 2010 will. However, the 2010
will cannot be given effect simultaneously with the 2012 codicil because the provisions are
completely incompatible.
Jyszl 27:46-30:50
It does not matter if the revoking will is inoperative. It will have the effect of revoking the prior will.
That’s the general rule. Is there an exemption to Art. 832? There is.
Example: A testator executed a will giving his entire estate to his brothers and sisters. The
testator executed a codicil which provides that his prior will is deemed revoked if the testator
should contract a valid marriage. The revocation of the will is subject to a suspensive condition; it
will not be effective unless the condition is fulfilled. So if the condition is fulfilled, that’s the only
time that the first will will be revoked. But if the condition is not fulfilled, the will generally fails.
OVERT ACTS
Article 830, NCC- The act of BURNING, TEARING, CANCELLING or OBLITERATING the will
with the intention of revoking it, by the testator himself, or by some other person in his presence,
and by his express direction.
The testator must be capacitated at the time of the revocation. So the burning, tearing,
cancellation and obliteration will not render the will eligible. It is sufficient that the act manifest the
intent to revoke the will. In other words, even a small part of the will is torn or burn, as long as the
subjective phase of the act is completed, THERE IS REVOCATION.
What if the burning, tearing, cancelling or obliterating was done by some other person
without the express direction of the testator? What will happen to the will? Can you still
distribute the estate of the testator in accordance with that destroyed will?
Yes. There is a different approach for notarial will and holographic will.
Jireh 33:56-37:00
For Holographic Wills: