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PREBAR Powerpoint On Inheritance
PREBAR Powerpoint On Inheritance
SUCCESSION
• Deceased person
• Surviving heirs
DECEASED PERSON:
A) Natural death
B) Presumptive death
ESTATE OF THE DECEDENT:
b) Debts
c) 1/3 will
d) Distribution
2. UNDER THE CODE OF MUSLIM PERSONAL LAWS:
a) unpaid taxes
g) unpaid dower
SURVIVING HEIRS:
A) Testamentary Heirs
-Legatee
-Universal Legatee
B) Legal Heirs
THE LEGAL HEIRS:
A) Sharers
B) Residuary
C) Distant kindred
D) Acknowledged kinsmen
1. Husband 7. Daughter
2. Wife 8. Son’s dauhter
9. Germane sister
3. Father
10. Consanguine
4. Mother sister
5. Grandfather 11.Uterine sister
6. Grandmother 12.Uterine brother
HUSBAND:
W= H + M + 2GB
½ + 1/6 + R
W= H + M + 2GS
½ + 1/6 + 2/3
W= H + M + GB + GS
½ + 1/6 + R
B) 1/3 – without the presence of child or children
or with only one brother or sister
H= W + M + GB
¼ + 1/3 + R
H= W + M + GS
¼ + 1/3 + ½
W= H + M + GB
½ + 1/3 + R
W= H + M + GS
½ + 1/3 + 1/2
C) 1/3 Ri – Umariyyatan Case
H= W+M+F
¼ + 1/3Ri + Rf
W= H + M + F
½ + 1/3Ri + Rf
GRANDFATHER:
H= S + FF
R + 1/6
GRANDMOTHER:
W= H + M + F + D
¼ + 1/6 + (1/6+R) + ½
H= W + M + F + D
1/8 + 1/6 + (1/6+R) + 1/2
B) 2/3 – two or more daughters
W= H + M + F + 2D
¼ + 1/6 + (1/6+R) + 2/3
H= W + M + F + 2D
1/8 + 1/6 + (1/6+R) + 2/3
W= H + M + F + D + S
¼ + 1/6 +1/6+ R
H= W + M + F + D + S
1/8 + 1/6 + 1/6+ R
SON’S DAUGHTER:
A) ½ - alone, without the presence of son and
son’s son
W= H + M + F + SD
¼ + 1/6 + (1/6+R) + ½
H= W + M + F + SD
1/8 + 1/6 + (1/6+R) + 1/2
B) 2/3 – two or more son’s daughters
W= H + M + F + 2SD
¼ + 1/6 + (1/6+R) + 2/3
H= W + M + F + 2SD
1/8 + 1/6 + (1/6+R) + 2/3
C) 1/6 – with the presence of a daughter
W= H + M + D + SD
¼ + 1/6 + ½ + 1/6
H= W + M + D + SD
1/8 + 1/6 + ½ + 1/6
D) R – with the presence of the son’s son
W= H + M + D + SD + SS
¼ + 1/6 + ½ + R
H= W + M + D + SD + SS
1/8 + 1/6 + ½ + R
GERMANE SISTER:
A) ½ - without the presence of
descendant, father,
full brother
W= H + M + GS
1/2 + 1/3 + 1/2
H= W + M + GS
¼ + 1/3 + 1/2
B) 2/3 – two or more germane sister
W= H + M + 2GS
1/2 + 1/6 + 2/3
H= W + M + 2GS
1/4 + 1/6 + 2/3
C) 1/6 – with the presence of one daughter or son’s
daughter
W= H + D + GS
¼ + ½ + 1/6
W= H + SD + GS
¼ + ½ + 1/6
H= W + D + GS
1/8 + ½ + 1/6
H= W + SD + GS
1/8 + ½ + 1/6
D) R – with the presence of the germane
brother
W= H + M + GB + GS
½ + 1/6 + R
H= W + M + GB + GS
¼ + 1/6 + R
CONSANGUINE SISTER:
W= H + M + CS
½ + 1/3 + ½
H= W + M + CS
¼ + 1/3 + 1/2
B) 2/3 – two or more consanguine sisters
W= H + M + 2CS
½ + 1/6 + 2/3
H= W + M + 2CS
¼ + 1/6 + 2/3
C) 1/6 – with the presence of one daughter or son’s daughter
W= H + M + D + CS
¼ + 1/6 + ½ + 1/6
H= W + M + D + CS
1/8 + 1/6 + ½ + 1/6
W= H + M + SD + CS
¼ + 1/6 + ½ + 1/6
H= W + M + SD + CS
1/8 + 1/6 + ½ + 1/6
D) R – with the presence of consanguine
brother
W= H + M + CB + CS
½ + 1/6 + R
H= W + M + CB + CS
¼ + 1/6 + R
UTERINE BROTHER OR SISTER:
W= H + M + UB
½ + 1/3 + 1/6
W= H + M + US
½ + 1/3 + 1/6
B) 1/3 – two or more uterine brothers of sisters
W= H + M + D + 2UB
¼ + 1/6 + ½ + 1/3
W= H + M + D + 2US
¼ + 1/6 + ½ + 1/3
W= H + M + D + 1UB + 1US
¼ + 1/6 + ½ + 1/3
RESIDUARY:
iii. GB, CB
A) Father:
FF
F GS CS UB US
Collaterals
B) Son:
GS CS US UB
COLLATERALS
S
SS
C) FATHER’S FATHER:
FF UB US
only
Al – Jabari Rule:
a) Rule of line
-descendants over ascendants
-ascendants over collaterals
b) Rule of degree
-nearest degree excludes the more remote
c) Rule of Strength of Blood Tie
-full blood excludes the half blood (GB over
CB)
HEIRS WHO CANNOT BE
TOTALLY EXCLUDED:
A)SON
B) DAUGHTER
C) FATHER
D) MOTHER
E) HUSBAND
F) WIFE
What is meant by total and partial
exclusion? Explain each briefly.
A) As a son:
H= W+S+M+F *Whoever has the greater value
1/8 + R + 1/6 + 1/6
B) As a daughter:
H= W+D+M+F
1/8 + ½ + 1/6 + (1/6+R)
HERMAPHRODITE:
H= W + M + F + 1Km
A) As a male:
W+M+F+S
1/8 + 1/6 + 1/6 + R *Whoever has the lesser value
B) As a female:
W+M+F+D
1/8 + 1/6 + (1/6+R) + ½
Art.107 parents + spouses:
Bequest by operation of law means a mandatory or obligatory will. It is a
will that takes effect by operation of law when the testator does not make a
will in favor of his parent or spouse who is disqualified to inherit in view of
Article 93(c) of the Muslim Code.
In view of the above situation and for equity and humanitarian reason, the
law of wills as a complement of the law of inheritance provides the
“bequest by operation of law or mandatory bequest” as a perfection of the
Islamic law of succession. By this means, the said legatees will have
legacies by operation of law should the testator or decedent failed to make
a will in their favor. The parent or spouse shall be entitled to one-third of
what he or she would have received without such disqualification.
The Case of a non-Muslim Wife
1. Can a non-Muslim wife inherit from the estate of her deceased
Muslim husband under the Islamic Law? Explain briefly your
answer.
No. One of the grounds for disqualification to inherit under Islamic
law is difference in religion. Thus, a non-Muslim wife cannot inherit from the
estate of her deceased Muslim husband.
• M + 2GS
DOCTRINE OF AUL
W= H + M + D + SD
¼ + 1/6 + ½ + 1/6
3/12 + 2/12 + 6/12 + 2/12 = 13/12
3/13 + 2/13 + 6/13 + 2/13 = 13/13
Combination of Radd and Aul
Mohammad and Zaid, father and son, respectively, boarded a plane bound for
Singapore. The plane crashed killing all the passengers including Mohammad and Zaid.
No evidence was available to prove as to who of the two died first. At the time of their
death, they left substantial property, and were survived by the following relatives: (1)
Rakma, Mohammad’s wife and Zaid’s mother, (2) Latipa, Mohammad’s daughter and
Zaid’s sister and, (3) Zainab, Mohammad’s daughter- in-law and Zaid’s wife.
• Who are entitled to inherit from the estate of Mohammad? Compute and give their
respective shares.
Mohammad are Rakma, Mohammad‘s wife, and Latipa, his daughter.
W + D
1/8 + 1/2
1/8 + 4/8 = 5/8 doctrine of Radd
1/8 + 7/8 = 8/8
• Who are entitled to inherit from the estate of Zaid? Compute and give their respective
shares.
The following who are entitled to the estate of Zaid are Rakma, his mother, Latipa, his
sister, and Zainab, his wife.
M + GS + W
1/3 + 1/2 + 1/4 Doctrine of Aul
• Umaryattan Case wherein the only heirs are the
parents of the deceased together with his or her
spouse. It was named after Caliph Umar RA who
indirectly settled and decided the case laterally to
the law that the portion of male must be double
that of the female.
According to the rule, the husband who divorces his wife will have mutual
rights of inheritance with here while she is observing Idda. In the same
manner, by principle of analogy (Qiyas), if the wife divorces her husband
by means of khul, tafwid, or faskh, they will have mutual rights of
inheritance while she is observing her Idda, there will be no mutual rights
of succession between them. The Idda is a period of waiting prescribed for
a woman whose marriage has been dissolved by divorce the completion of
which will enable her to contract a new marriage; usually, it is terminated
after three monthly courses.
MUTUAL INHERITANCE BETWEEN SPOUSES:
HUSBAND TALAQ
H + M + 2UB + GB
2/6
True Grandfather:
True Grandmother:
FF + GB
“Should the grandfather survives with any sharer other than the
brother or sister of the decedent, he shall be entitled to one sixth
without prejudice to his right as residuary.”
As a special case, the grandfather will inherit with the brothers
and sisters.
To determine the share which is advantageous to the grandfather,
make two computations to a given problem: in the first
computation, give the grandfather the 1/6 share as a Qur’anic
heir; and in the second computation, consider the grandfather as a
brother and inherit as residuary heir. Then examine the two
computations and whichever of the computations that the
grandfather has a greater share will be the advantageous option of
the grandfather.
Moner is a disavowed child (walad-ul-lia’an). But before his father died,
the latter retracted his vow and recognized him as his son. His father is
survived by a wife, (mother of Moner), father and full brother. The father
left as estate worth P60,000.00. In the instant problem, can Moner inherit
from his father? How about his mother? Distribute the estate of the
decedent. Explain and justify your answer.
Yes, Moner can inherit from his father because his father retracted the
vow and recognized him. The mother of Moner cannot inherit because
their marriage was dissolved through Lian, means their mutual inheritance
to each other was put into end.
Son + F + GB
R + 1/6 + 0 (excluded in the presence of the son)
5/6 + 1/6
If I will be the judge, I will first divide and distribute to the son
and daughter in which the consanguine brother is excluded by
the son. The reason is that the son is alive at the time of the
death of the decedent which is one of the requisites in order to
be qualified as successor. Secondly, I will divide the share of
the son which pertains to him if he was alive. The share of
daughter, who is a sister of son, will not be included since that
share is not part of the estate of the son.
Illustration:
Estate: P 600,000.00
Step 1.
S D
R
2/3 1/3 = 3/3
Therefore:
Son = 2/3 (P 600,000.00) = P 400,000.00
Daughter = 1/3 (P 600,000.00) P 200,000.00
Step 2.
GS + PCU
½ R
½ ½
Estate: P 400,000.00
Therefore:
Germane sister = ½ ( P 400,000.00) = P 200, 000.00
Paternal Consanguine Uncle = ( P 400,000.00) = P 200,000.00
A Muslim executed a will whereby he states that upon his
death, his cadaver be given to a Medical school for the study
of different organs to enhance the advancement of medical
science. Under Islamic law, is the will valid? Why?
Yes. Provided that they have a sufficient evidence to comply with the
requirements, that the acknowledgement is manifested by the Abdu
Samad’s acceptance in public that he is the father and brother whom they
did not question it and their relation did not appear impossible by reason of
disparity in age. In the case at bar, the acknowledged son will exclude the
acknowledged brother, thus the only acknowledged son will inherit the
property after deducting the unpaid taxes, funeral expenses and a one-third
disposable from the property for the will.
Acknowledged son will get:
900,000.00 – 40,000.00 – 75,000.00 = 785,000 – 785,000 (1/3) =
P523,333.34
No Will To An Heir Rule
The Muslim Code provides that: “A bequest to any sharer
or residuary shall not be valid unless ratified by the
testator’s heir existing at the time of his death.” its basis
from the hadith is the reported saying of the Holy Propeht
(peace be upon him) to the effect: “ Allah has appointed
for everyone who has a right what is due to him, and no
bequest should be made to an heir.”(Sunan Abu Dawud,
Vol. II, p. 808) This hadith indicates that bequest should
not be made to an heir who receives a share from the
inheritance. However, as an exception to this rule, a
legacy in favor of an heir is valid provided thath it is
unanimously approved by all the co-heirs after the
succession has been opened.
Acknowledgment
What is the distinction between an
acknowledged child and an acknowledged
kinsman in terms of successional rights?
What are the underlying reasons under Islamic Law, why a male
inherits double the share of a female?
The following are among the reason why under Islamic law why a male
inherit double the share of female;
a) Male has a greater responsibility than the female in the sense that he is
bound to protect and secure his sister in times of trouble.
c) Male are oblige to support his sister should their marriage was dissolved
Succession Of Illegitimate Child
Explain succession by illegitimate child under
P.D.1083?
Mariano and Corazon are Christians, husband and wife. They have three (3)
children, one (1) minor son Mariano Junior, and the others, their elder son
Manuel and only daughter Cristina, are of age of maturity, In 2010, spouses
Mariano and Corazon have changed their religion to Islam, and mutually re-
registered their marriage with the Shari’ah circuit registrar. Last april 22,
2011, Mariano died without a will, but leaving a net estate valued Php.
1,000,000.00
a) which law to govern for the distribution and settlement of the estate of
Mariano? Cite your legal basis.
The code of Muslim personal laws of the Philippines should govern the distribution
and settlement of the estate of Mariano. This is because when Mariano and his
wife jointly converted to Islam shall have the legal effect to their marriage as if the
same had been performed in accordance with the provisions of the P.D.1083 as
clearly stated in Article 178 of the said code
b) who among the heirs of Mariano are entitled to inherit, and who may
not with him? Cite the basis under the provisions of P.D. 1083 or Islamic
Law.
Mariano’s wife, Corazon and his minor son Junior are entitled to inherit
from the estate as sharer and residuary heir, respectively. Since Mariano
Junior is still minor, the provision of the P.D 1083 for difference of religion
to disqualify him to inherit cannot be applied. This is because that under
Islamic law all born is Muslim, and shall become non- Muslim only upon
reaching the age of maturity.
The elder son Manuel and the daughter Cristina are disqualified to inherit
due their religion. The bequest by operation of law under Article 107 of
P.D. 1083 on difference of religion is applicable only to spouses, and
cannot be applied to them.However, they will be given one third what they
would receive without such disqualification for equity and humanitarian
reason. Muslim Code provides in Article 3 paragraph 3 that nothing herein
shall be construed to operate to the prejudice a non-Muslim.
Problem Solving:
1. Wc + M + D + GS
2. W + M + D + SD + 1Km
3. W + M + D + SD
4. Wm + Wx + M + D + S
5. Wmc + Wx + M + D + S + F