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Sux 3RD Exam Summary
Sux 3RD Exam Summary
Sux 3RD Exam Summary
Legal or intestate succession takes place: (3) If the suspensive condition attached to the
institution of heir does not happen or is not
(1) If a person dies without a will, or with a fulfilled, or if the heir dies before
void will, or one which has subsequently lost
its validity; the testator, or repudiates the inheritance, there
being no substitution, and no right of accretion
(2) When the will does not institute an heir to, takes place;
or dispose of all the property belonging to the
testator. In such case, legal succession shall Suspensive condition – is where the institution of the heir is
take place only with respect to the property of subject to the fulfillment of the condition. If such condition
which the testator has not disposed; does not happen then there is no institution to be given
effect.
(3) If the suspensive condition attached to the
institution of heir does not happen or is not Predeceased – heir dies before the testator and there is no
fulfilled, or if the heir dies before the testator, other representative to succeed or no right of
or repudiates the inheritance, there being no representation.
substitution, and no right of accretion takes
place; Repudiated – did not accept what was instituted in the will.
Surviving spouse
Note:
The State (not compulsory heirs)
Legal or intestate succession are where dispositions are
provided by LAW hence, the heirs are called LEGAL
HEIRS. The law presumes it based on the will or the Brothers and sisters (legal heirs, but not compulsory heirs.)
presumed will of the testator.
Although, in legal succession there is no disinheritance
In intestate succession it is important to prove the because there is no will there can still be legal heirs who
relationship with the deceased. can be EXCLUDED. How?
Relatives in the 5th degree can inherit but they are the least
To reiterate, to be considered as an heir, proof of filiation
priority. If the compulsory heirs are not available, the 5 th
must be presented. You can prove filiation by:
degree relatives are prioritized and if there are no 5 th degree
relatives, the property will go to the State.
Jus Familiae - Relationship arising out of the family to
which the heir and testator belong.
Also remember these rules:
Art. 962. In every inheritance, the relative nearest in Art. 965. The direct line is either descending or
degree excludes the more distant ones, saving the right ascending.
of representation when it properly takes place.
The former unites the head of the family with those who
Relatives in the same degree shall inherit in equal descend from him.
shares, subject to the provisions of article 1006 with
respect to relatives of the full and half blood, and of
The latter binds a person with those from whom he
Article 987, paragraph 2, concerning division between
descends.
the paternal and maternal lines.
(1) Article 1006 with respect to the relatives of full In the collateral line, ascent is made to the common
blood and half blood. ancestor and then descent is made to the person with
whom the computation is to be made. Thus, a person is
In legal succession, the full blood relatives are two degrees removed from his brother, three from his
entitled to twice as much as those of the half- uncle, who is the brother of his father, four from his first
blood relatives. cousin, and so forth.
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Ex. One degree is father to son.
CHILD
A. child to the great-grandparent: three degrees A person who repudiates an inheritance cannot be
represented. The right of representation, as we will discuss
in the subsequent articles, obtains only in case of
B. child to the grandparent: two degrees predecease, incapacity or disinheritance. When the right
exists, it shall take preference to the right of accretion.
C. child to the parent: one degree
Accretion takes place in testate or intestate succession as
regards only the free portion. And when the requisites for
Art. 967. Full blood relationship is that existing between accretion are present. In case of predecease, accretion does
persons who have the same father and the same mother. not take place.
Half blood relationship is that existing between persons Art. 969. If the inheritance should be repudiated by the
who have the same father, but not the same mother, or nearest relative, should there be one only, or by all the
the same mother, but not the same father. nearest relatives called by law to succeed, should there
be several, those of the following degree shall inherit in
their own right and cannot represent the person or
persons repudiating the inheritance.
Art. 968. If there are several relatives of the same
degree, and one or some of them are unwilling or This provision only refers to repudiation. It does not apply
incapacitated to succeed, his portion shall accrue to the in cases of incapacity, predecease or disinheritance.
others of the same degree, save the right of
representation when it should take place. The respective children will inherit in their own right. It is
no longer by virtue of right of representation. Based from
These are heirs who are who are unwilling or incapacitated. the example above if Juan and Pedro will repudiate their
Their shares will then accrue to the other siblings except if share, their children will inherit in their own right so that
there is right of representation (child will represent the 1M estate will be divided among them. Divided by 3.
sibling)
Remember, we discussed before per capita, and per stirpes
– in this case wherein Juan and Pedro repudiated their
share. Their children inheriting in their own right, meaning,
equal sharing, they will inherit per capita.
NOTE:
REPRESENTATION
Scenario:
Art. 970. Representation is a right created by fiction of
If Juan is incapacitated he will now be represented by his law, by virtue of which the representative is raised to the
children Arvin and Ryan. If for example, the NHE of the place and the degree of the person represented, and
decedent is 1M, if it will be distributed among these heirs, acquires the rights which the latter would have if he
Juan and Pedro. There is no LWT here. It will be divided were living or if he could have inherited.
equally between them at 500k each for Juan and Pedro. But
since Juan is incapacitated, he will now be represented by
his children Arvin and Ryan and they will get 250K each, Representation takes place either testate or intestate
while Pedro gets 500k. Don of course will not get any share succession but they are applied in different ways.
as he is excluded. We have Pedro who is the nearer heir to
the decedent. The representative is raised to the place and degree of the
person represented and acquires the rights which the latter
If Juan renounces or repudiates (this is different from would have if he were living or he could have inherited.
incapacity) his share it will accrue to Pedro. The right of
When can the right of representation apply?
representation shall not apply, because one of the basic
principles in the right of representation is that an heir who 1. In vacancies caused by predecease, incapacity, or
repudiates cannot be represented. Thus, Juan cannot be disinheritance.
represented by Arvin and Ryan.
a. Predecease – the heir dies ahead of the decedent. Irenea Rosales insisted in getting a share of the estate in
her capacity as the surviving spouse of the late Carterio
b. Incapacity – the heir is disqualified to inherit under the Rosales, son of the deceased, claiming that she is a
law compulsory heir of her mother-in-law together with her
son, Macikequerox.
c. Disinheritance – the heir is validly disinherited but, he
can still be represented. There is no provision in the Civil Code which states that
a widow (surviving spouse) is an intestate heir of her
2. In testamentary succession, the right of representation motherin-law. The entire Code is devoid of any
applies only to legitimes. provision which entitles her to inherit from her mother-
in- law either by her own right or by the right of
In legal or intestate succession, right of representation is representation.
applied to the entire estate because there is no more free
portion. Indeed, the surviving spouse is considered a third person
as regards the estate of the parent-in-law.
In disinheritance, it applies only to testate succession
because there is a requirement that there should be a will. Article 971 explicitly declares that Macikequerox
Rosales is called to succession by law because of his
In testate succession, representation is only as to the
blood relationship. He does not succeed his father,
legitime it only covers all that the person being represented Carterio Rosales (the person represented) who
would have inherited., free portion is not included. But in predeceased his grandmother, Petra Rosales, but the
legal succession, the right of representation covers all that latter whom his father would have succeeded. Petitioner
the person being represented would have inherited. cannot assert the same right of representation as she has
no filiation by blood with her mother-in-law.
In adoption, there is only a relationship between the adopter
and the adoptee. However, the adoptee cannot represent the iRght of her husband was extinguished by his death that
adopter. While the adoptee can inherit from the adopter, the is why it is their son Macikequerox Rosales who
adoptee cannot represent the adopter. Neither can the succeeded from Petra Rosales by right of representation.
adopted child be represented. He did not succeed from his deceased father, Carterio
Rosales.
NOTE: The right of representation covers not only the
properties, but also the transmissible rights and obligations. A surviving spouse is not an intestate heir of his or her
parent-in-law.
Art. 971. The representative is called to the succession
by the law and not by the person represented.
MACIKEQUEROX does not succeed his father, Carterio
The representative does not succeed the person Rosales (the person represented) who predeceased his
represented but the one whom the person represented grandmother, Petra Rosales, but Petra whom his father
would have succeeded. would have succeeded. The mother here, Irenea, cannot
assert the same right of representation as she has no
To reiterate, the representative does not inherit from the filiation by blood with her mother-in-law.
person represented but from the person from whom the one
represented would have inherited.
Art. 972. The right of representation takes place in the
direct descending line, but never in the ascending.
Exceptions: 902 & 908 Right of representation never takes place in the ascending
line. It only takes place in the descending line. The right of
INTESTATE ESTATE OF ROSALES VS ROSALES representation always goes down. If you look for a
representative, go down.
STIRPES - Inheritance by all those within the group
inheriting in equal share.
Article 975 makes no qualification as to whether the Art. 1097. A partition may be
nephews or nieces are on the maternal or paternal line rescinded or annulled for the same
and without preference as to whether their relationship causes as contracts.
to the deceased is by whole or half blood, the sole niece
of whole blood of the deceased does not exclude the ten
nephews and nieces of half blood. What are the grounds for Rescission? LESION.
In this case, the decedent no longer had any brothers or
sisters. If there are concurring brothers or sisters of the What is the ground for annulment? Vitiated consent.
deceased, inheriting together with the nephews and nieces These include fraud, mistake, violence, undue
by virtue of the right of representation, so, they will inherit influence, etc.
per stirpes.
2. If it was the intent of the testator that his The heir can no longer return the property
partition to be rescinded in the case there is adjudicated to him, so he cannot have a new
lesion. partition. It would be unfair to the others. What
he can do is to indemnify in cash the balance
Art. 1100. The action for rescission on amount of what is supposed to be due him.
account of lesion shall prescribe after
four years from the time the partition Art. 1103. The omission of one or
was made. more objects or securities of the
inheritance shall not cause the
Should be reckoned from the time the partition was made.
rescission of the partition on the
ground of lesion, but the partition
Art. 1101. The heir who is sued shall shall be completed by the distribution
have the option of indemnifying the of the objects or securities which have
plaintiff for the loss, or consenting to been omitted.
a new partition. “Preterition on the Objects in the partition”
The Court held that a deed of extrajudicial Art 1104 Art 1105
partition executed without including some of A person who must A person who is not an
the heirs, who had no knowledge of and be included but not heir but he is
consent to the same, is fraudulent and included; included in the
vicious. The deed of settlement made by partition
petitioners was invalid because it excluded
respondents who were entitled to equal The partition pertaining to that person is invalid.
shares in the subject property.
An action to annul the extrajudicial partition
Under the rule, no extrajudicial settlement which involve a person who is not an heir is
imprescriptible or does not prescribe.
grounds to rescind or consider the said
partition as void.
LANDAYAN VS BACANI
Applying Article 1104, a partition made with
Maxima Andrada, the surviving spouse of
preterition of any of the compulsory heirs
Teodoro Abenojar, and Severino Abenojar,
shall not be rescinded unless there is bad
executed a public document, entitled
faith or fraud. Wherein in this case there was
"ExtraJudicial Agreement of Partition"
no evidence of such bad faith or fraud and
whereby they adjudicated between
then as to the two parties who were allegedly
themselves the properties left by Teodoro
not heirs, we have Article 1105, wherein it
Abenojar. Severino Abenojar represented
shall be void only with respect to such
himself in said document as "the only forced
persons. In other words, the partition of non-
heir and descendant" of the late Teodoro
heirs does not render the partition void in its
Abenojar.
entirety but only to the extent corresponding
to these nonheirs.
Maria, Segundo, Marcial and Lucio, all
surnamed LANDAYAN alleged that they are
the legitimate children of Guillerma Abenojar, EMILIANA BAUTISTA VS HON. CAROLINA
then already deceased, who was the only
child of Teodoro Abenojar with his first wife The said partition also effectively resulted in
named Florencia Bautista and that , he did the preterition of the right of Evangeline
not have any offspring in any of the said Bautista as a compulsory heir of Manuel
second and third marriages. Bautista, daughter of the latter by his second
marriage. It is difficult to believe that Manuel
It could be gathered from the pleadings filed Bautista would wittingly overlook and ignore
by the petitioners that they do not seek the the right of her daughter Evangeline to share
nullification of the entire deed of extra- in the said property. It is not surprising that
judicial partition but only insofar as the same he denied signing the said document.
deprived them of their shares in the Moreover, the other Bautistas knew
inheritance from the estate of Teodoro Evangeline Bautista who is their half-sister to
Abenojar. Should it be proved, therefore, that be a compulsory heir. The court finds that her
Severino Abenojar is, indeed, not a legal heir preterition was attended with bad faith hence
of Teodoro Abenojar, the portion of the deed the said partition must be rescinded.
of extrajudicial partition adjudicating certain
properties of Teodoro Abenojar in his favor Article 1104 provides that a partition made
shall be deemed inexistent and void from the with preterition of any of the compulsory
beginning in accordance with Articles 1409, heirs shall not be rescinded, unless it be
par. (7) and 1105 of the Civil Code. By the proved that there was bad faith or fraud on
express provision of Article 1410 of the Civil the part of the other persons interested; but
Code, the action to seek a declaration of the the latter shall be proportionately obliged to
nullity of the same does not prescribe pay to the person omitted the share which
belongs to him.
AZNAR BROTHERS VS CA
If we consider that partition in connection to
There was an allegation that there were heirs Manuel’s estate, there is bad faith because
who did not participate in the extrajudicial the person who executed has knowledge that
partition and there are also persons who they still have a half-sister which is
participated therein who were heirs of the Evangeline. With that, the partition will be
deceased. Still as a general rule, these are not rescinded.
If the property does not belong to the estate
of the decedent, then it cannot be subject to
an extrajudicial partition.