SUCCESSION

1"f Semester AY 2017-2018

MichaelT. Tiu, Jr.

Grading Percentages: 30% Final Exam,20o/o Midterms, 50% Recitation.

University Rules on class attendance and delinquency will be strictly enforced.

All cellular phones and other electronic devices shall be switched to silent mode during class
hours. Any violation of this rule will merit a grade of 5.0 for that specific recitation.

Additional readings and cases may be assigned during the term.

l. GeneralProvision(Arts.774-7821

a. Transfer of property, rights and obligations - Arts. 774, 776,728

1. Union Bank v. Santibanez, 452 SCRA 228 Q0A5)
2. Estate of Hemady v. Luzon Surety, 100 Phil. 389 (1956)
3. Butte v. Manuel Uy and Sons, GR No. L-15499, 28 February 1962
4. Maglasang v. Cabatingan, GR No. 131953, 5 June 2002
5. Lee v. RTC of QC Branch 85, G.R. No. 146006, 23February,2004
b. Obligations limited to value of inheritance - Art.774
1. Alvarez v. lAC, 185 SCRA 8 (1990)
2. Ledesma v. McLachlin, 66 Phil. 547 (1938)
3. Genato v. Bayhon, et al., GR No. 171035, 24 August 2009
4. Raymundo v. Suarez, et al., GR No. 14017, 28 November 2008
c. Transfer either through will or operation of law - Att.774
d. Transmissible rights and obligations
1. Bonilla v. Barcena, Tl SCRA491 (1976)
2. Conde v. Abaya, 13 Phil.249 (1909)
3. Cruz v. Cruz, GR No. 173292, '1 September 2A10
4. NHA v. Almeida, GR No. 162784,22 June 2007
e. Succession occurs at the time of death - Att.777
1. Uson v. Del Rosario, 92 Phil. 530
2. De Borja v. Vda. De Borja, 46 SCRA 577 (1972)
3. Lorenzo v. Posadas, 64 Phil. 353
4. Rioferio v. CA, GR No. 129008, 13 January 2A04
5. Pasco v. Heirs of De Guzman, G.R. No. 165554, 26 July 2010
6. Balus v. Balus, G.R. No. 168970, 15 January 2010
7. Coronel v. CA, G.R. No. 103577,7 October 1996
f. Kinds - Testamentary , lnterstate or Mixed - Arts. 778-780
g. Heirs - Fractional Heirs, Devisees, Legatees - Ar1.782
ll. Testamentary Succession
 Wills, ln General - Arts. 783 -787
1. Rabadilla v. CA, GR No. 113725,29 June 2000
2. Herreros v. Gil, 88 Phil. 260
3. Montinola v. Herbosa, CA Rep 2'd 377
4. Vitug v. CA, 183 SCRA 755 (1990)
b. lnterpretation of Wills - Arts. 788 - 794
1. Parish Priest v. Rigor, 89 SCRA 493 (1979) a

2. Yambao v. Gonzales, 1 SCRA 1157 (1961)

3. Vda. De Villanueva v. Juico, GR No. L-15737,28 February 1962
c. Determination of Rules for lntrinsic and Extrinsic Validity of Wills and Conflict of
Law Rules -Art. 795, 16, 17,815 - 817, 819
1. ln re will of Rev. Abadia, 95 Phil. 627 (1954)
2. Miciano v. Brimo, 50 Phil. 867 (1927)
3. ln re Estate of Christensen, 7 SCRA 95 (1964)
4. ln re Estate of Bellis, 20 SCRA 358 (1967)
5. ln re Estate of Suntay, 30 June 1954
6. Llorente v. CA, GR No. 124371, 23 November 2000
7. Palaganas v. Palaganas, GR No. 169144,26 Jdnuary 2011
d. Testamentary Capacity and lntent - Arts. 796 - 803
1. Bagtas v. Paguio, GR No. L-6801, 14 March 1912
2. Torres v. Lopez, GR No. L-25966, 1 November 1926
3. Sancho v. Abella, 58 Phil. 728 (1933)
4. Neyra v. Neyra, 76 Phil. 333 (1946)
5. Samson v. Corrales, 44 Phil.573 (1923)
6. Ortega v. Valmonte,478 SCRA 247 (2005)
6 Formal Requirements Common to Notarial and Holographic Wills - Art. 804, 818
1. Estate of Abada v. Abaja, GR No. 147145,31 January 2005
2. La Cerna v. Potot, 12 SCRA 576 (1964)
3. Suroza v. Honorado, 110 SCRA 3BB (1981)
f. Notarial Wills - Arts. 805 - 809, 820 - 824
L Abangan v. Abangan,40 Phil.476 (1919)
2. Payad v. Tolentino,62 Phil.848 (1936)
3. Matias v. Salud, GR No. L-10751,23 June 1958
4. Barut v. Cabacungan, 21 Phil. 461 (1912)
5. Garcia v. Lacuesta,90 Phil.489 (1951)
6. Nera v. Rimando, 18 Phil. 451 (191 1)
7. lcasiano v. lcasiano, 11 SCRA 422 (1964)
8. Cagro v. Cagro, 92 Phil. 1032 (1953)
9. Javellana v. Ledesma, 97 Phil. 258 (1955)
10. Cruz v. Villasor, 54 SCRA 31 (1973)
11. Unson v. Abella, 43 Phil. 494 (1922)
12. Jaboneta v. Gustillo, 5 Phil.541 (1906)
13. Noble v. Abaja, 450 SCRA 265 (2005)
14. Estate of Bermoy, CA GR No. 2300-R, 19 January 1949
 15. Garcia v. Vasquez, 32 SCRA 489 (1970)
16. Alvarado v. Gaviola, 226 SCRA 348 (1993)
d7. Caneda v. CA,222 SCRA 781 (1993)
18, Gil v. Murciano, 88 Phil. 260 (1951)
19. Cuevas v. Achacoso, GR No. L-3497, 18 May 1951
20.Gonzales v. CA, 90 SCRA 183 (1979)
21.Lee v. Tambago, AC No. 5281,12 February 2008 a

22.Guerrero v. Bihis, 521 SCRA 394 (2007)

23. Azuela v. CA, GR No. 122880,12 April 2006
g. Holographic Wills - Art. 810 814
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1. Roxas v. De Jesus, 134 SCRA 245 (1985)
2. Labradorv. CA, 184 SCRA 170 (1990)
3. Azaola v. Singson, 109 Phil. 102 (1960)
4. Codoy v. Calugay, 312 SCRA 333 (1999)
5. Gan v. Yap, 104 Phil. 509 (1958)
6. Rodelas v. Aranza, 119 SCRA 16 (1982)
7. Kalawv. Relova, 132 SCRA 237 (1984)
8. Ajero v. Courl of Appeals, GR No. 106720,15 S'eptember'1994
h. Codicils and lncorporation by Reference - Arts. 825 827
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i. Republication and Revival - Arts. 835 - 837
j. Revocation - Arts. 828 - 837
1. Maloto v. CA, 158 SCRA 451 (1988)
2. Cuevas v. Cuevas, GR No. L-8:327,14 December 1955
3. Gago v. Mamuyac, 49 Phil. 902 (1927)
4. Molo v. Molo, 90 Phil. 37 (1951)
5. Diazv. De Leon, 43 Phil. 413 (1922)
k. Allowance and Disallowance of Wills - Arts. 838 - 839
1. Probate Requirement - Rules of Court, Rules 75-76
2. Guevara v. Guevara,74Phil.479 (1943)
3. De la Cerna v. Potot, supra
4. Gallanosa v. Arcangel, 83 SCRA 676 (1978)
5. Nepomuceno v. CA, 139 SCRA 206 (1985)
6. Nuguid v. Nuguid, 17 SCRA 449 (1966)
7. Maloles v. Phillips, GR Nos. 129505 & 133359, 31 January 2000
8. Pastor v. Court of Appeals, 31 May 1983
9, Coso v. Fernandez, 42Phn.596 (1921)
L lnstitution of Heirs
1. Arts. 840 - 853, 856, Austria v. Reyes, 31 SCRA 754 (1970)
m. Preiteration - Arts. 854 - 855
1. Reyes v. Barretto - Datu, 19 SCRA 85 (1967)
2. Aanar v. Duncan, 17 SCRA590 (1966)
3. Acain v. lAC, 155 SCRA 100 (1987)
4. Dy Yieng Seangio v. Reyes, 508 SCRA 177 (2006)
5. Nuguid v. Nuguid, supra
 6. JLT Agro v. Balansag, 453 SCRA Z1t (2005)
n. Substitution of Heirs - Arts. 857 - 870
1. Palacios v. Ramirez, 11 1 SCRA 704 (19A2)
2. PCI Bank v. Escolin, 56 SCRA 266 (1974)
3. Perez v. Garchitorena, 54 Phil.431 (1930)
o. conditional Testamentary Dispositions and Those with a Term Arts. 871 gg5;
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Rabadilla v. CA, 334 SCRA 522 (2000) 1
p. Legitime - Arts. 886 - 914
1. Balane, R., Reserva Troncal: Prospect & Retrospect, Sg phil. LJ 397
2. Rosales v. Rosales, 148 SCRA 69 (1987)
3. Lapuz v. Eufemio, 43 SCRA 69 (1987)
4. Baritua v. Court of Appeals, 183 SCRA 565 (1990)
5. Solivio v. CA, 182 SCRA 199 (1990)
6. Padura v. Baldovino, GR No. 1 19G0, 27 December 1958
7. Florentino v. Florentino, 40 Phil. 480 (1919)
8. Edroso v. Sablan,25 Phil.295 (1913)
9. Sienes v. Esparcia, 1 SCRA 7S0 (1901)
10. Gonzales v. CFl, 104 SCRA 479 (1981)
11. Cano v. Director, 105 Phil. 1 (1959)
12. Visconde v. CA, 286 SCRA 217 (1998)
13. ln re: Adoption of Stephanie Garcia, GR No. 148911, 31 March 2005
14. Francisco v. Francisco - Alfonso, GR No. 1\BTT4,8 March 2001
15. Carlos v. Sandoval, G.R. No. 179922, 16 December 2008
q. Disinheritance - Arts. 915 - 923
1. Ching v. Rodriguez, GR No. 192828, 28 November 2011
r. Legacies and Devises - Arts. 924 - g5g

l[. lnterstate Succession

a. General Provisions - Arts. 960 - 969
b. Right of Representation - Arts. 970 -g7Z
1. Teotico v. DelVal, 13 SCRA 406 (1965)
2. Bicomong v. Almanza, 80 SCRA 421 (1977)
c. Order of lnterstate Succession - Arts. g7B - 1014
1. Sayson v. CA,205 SCRA 321 (1992)
2. Corpus v. Administrator, 85 SCRA 567 (1978)
3. Pascualv. Pascual- Bautista, GR No. 84240,25 March 1gg2
4. Leonardo v. CA, 120 SCRA 890 (1983)
5. Diaz v. lAC, 150 SCRA 645 (1987)
6. Diaz v. lAC, 182 SCRA 427 (1990)
7. Dela Merced, et al. v. Dela Merced, GR No. 126207, 25 February
1999
8. Santillon v. Miranda, 14 SCRA 563 (1965)
L Bagunu v. Piedad, GR No. 140975,8 December 2000
 10. Heirs of Sandejas v. Lina, GR No. 141634,5 February 2001
11. Armas v. Calisterio, GR No' 136467, 6 April 2000
12.Baranda v. Baranda, GR No' 73275, 20 May 1987

lv. Provisions common to Testate and lnterstate succession

a, Right to Accretion - Arts' 1015 - 1023 1

b.CapacitytoSucceedbyWillorlntestacy-Arts.1024_1040
1. Parish Priest v. Rigor, 89 SCRA 493 (1979)
c. Acceptance and Repudiation of the lnheritance - Arts. 1041 - 1057
1. lntestate Estate of Borromeo v. Borromeo, GR No. L41171,23 July
1987
2. lmperialv. CA, GR No' 112483,8 October 1999
d. Executors and Administrators - Arts' 1058 - 1060
e. Collation - Arts' 1061 - 1077, 908 - 909
1. De Roma v' CA, 152 SCRA 205 (1987)
2.Vda.DeTupasv'RegionalTrialCourt,l44SCRA622(1986)
3' Adan v. Casili, CA No' 299, 18 March 1946

V. Partition and Distribution of Estate

a. Partition - Arts. 1078 - 1096
1. Legasto v, Versoza, 54 Phil' 766 (1930)
2. Tuason V. Tuason, Jr. and Araneta, lnc., 88 Phil' 428 (1951)
3. Garcia v. Calaliman, 72 SCRA 201 (1989)
4. Rivera v' Dizon, 33 SCRA 554 (1970)
b. Extrajudicial Partition by Heirs - Rules of court, Rule 74, Sec' 1
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c. Effect of Partition - Arts. 1091 1096
.
1 Santos v. De la Cruz,37 SCRA 555 (1971)
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d. Rescission and Nullity of Partition - Arts' 1097 1105

Vl. Other Topics ( Time Permitting)

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a. Estate Taxes Tax Code, secs. 84 - 97" BIR Rev. Regs. 2-2002 (passing
discussion on Donor's Taxes)
b. lntroduction to Estate Planning