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Topics Cases I. Concept and General Provisions

This document summarizes topics in succession law and relevant case law. It covers the definition and concepts of succession, elements and basis of succession, subjects and objects of succession, opening of succession, kinds of succession, testamentary succession including wills, testamentary capacity and intent, solemnities of wills, revocation and allowance of wills. It also discusses compulsory succession including the concept of legitime, compulsory heirs, restrictions on legitimes, computation and free portion. Numerous cases are cited for each topic.
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0% found this document useful (0 votes)
136 views

Topics Cases I. Concept and General Provisions

This document summarizes topics in succession law and relevant case law. It covers the definition and concepts of succession, elements and basis of succession, subjects and objects of succession, opening of succession, kinds of succession, testamentary succession including wills, testamentary capacity and intent, solemnities of wills, revocation and allowance of wills. It also discusses compulsory succession including the concept of legitime, compulsory heirs, restrictions on legitimes, computation and free portion. Numerous cases are cited for each topic.
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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TOPICS CASES

I. Concept and
General Provisions  

A. Definition and  National Housing Authority vs. Almeida (525 SCRA 383; G.R.
Concept of Succession No. 162784 dated 22 June 2007) 

B. Elements of  Butte v Manuel Uy & Sons, Inc. ( G.R. No. L-15499 dated 18
Succession February 1962)

C. Basis for
Succession 1. SUCCESSION; WHEN RIGHTS TRANSMITTED TO HEIRS;
SCOPE OF RIGHT OF SUCCESSION. — The rights to the
D. Subjects of succession of a deceased person are transmitted to his hei
Succession
rs from the moment of his death, and the right of
succession includes all property rights and obligations that
survive the decedent.

2. ID.; CO-OWNERSHIP OVER UNDIVIDED ESTATE; RIGHT


OF LEGAL REDEMPTION; EACH CO-OWNER, REGARDLESS
OF SIZE OF SHARE, VESTED WITH RIGHT. — A co-owner
of an undivided share is necessarily a co-owner of the
whole. Therefore, any of the heirs of an undivided estate,
as such co-owner, becomes entitled to exercise the right of
legal redemption as soon as another co-owner has sold his
undivided share to a stranger. The right of redemption
vests exclusively in consideration of the redemptioner’s
quality of co-owner, independently of the size of the
redemptioner’s share which the law nowhere takes into
account.

 Balus vs. Balus, et al. (610 SCRA 178; G.R. No. 168970,
January 15, 2010)

The rights to a person's succession are transmitted from the


moment of his death.14 In addition, the inheritance of a person
consists of the property and transmissible rights and obligations
existing at the time of his death, as well as those which have
accrued thereto since the opening of the succession. 15 In the
present case, since Rufo lost ownership of the subject property
during his lifetime, it only follows that at the time of his death, the
disputed parcel of land no longer formed part of his estate to which
his heirs may lay claim. Stated differently, petitioner and
respondents never inherited the subject lot from their father.

 Limjoco v. Intestate Estate of Pio Fragante (80 Phil 776; G.R.


No. L-770 dated April 27, 1948)
TOPICS CASES
E. Objects of
Succession   Estate of K.H. Hemady vs. Luzon Surety (100 Phil. 389; G.R.
No. L-8437 dated November 28, 1956)
 Union Bank vs. Santibanez (452 SCRA 228; G.R. No. 149926
dated February 23, 2005)
 Alvarez vs. IAC (185 SCRA 8; G.R. No. L-68053 dated May 7,
1990)
 Spouses Santos vs. Lumbao (519 SCRA 408; G.R. No. 169129
dated March 28, 2007)
 Genato vs. Bayhon, et al. (G.R. No. 171035 dated August 24,
2009) 
 Cruz vs. Cruz (G.R. No. 173292 dated 1 September 2010)
 Natividad vs. Natividad (G.R. No. 198434 dated February 29,
2016)

F. Opening of  Uson vs. del Rosario (92 Phil. 530; G.R. No. L-4693 dated
Succession  January 29, 1953)
 De Borja vs. Vda. De Borja (46 SCRA 577; G.R. No. L-28040
dated August 18, 1972) 
 Bonilla vs. Barcena (71 SCRA 491; G.R. No. L-41715 dated
June 18, 1976)
 Lapuz vs. Eufemio (43 SCRA 177; G.R. No. L-30977 dated
January 31, 1972)
G. Kinds of  Estrellita Tadeo-Matias vs. Republic of the Philippines (831 Phil.
Succession 245; GR No. 230751 dated April 25, 2018)  

 Rodriguez vs. Borja (17 SCRA 418; G.R. No. L-21993 dated
June 21, 1966)

II. Testamentary
Succession 
 Vitug vs CA (G.R. No. 82027 dated March 29, 1990)
A. Wills

Definition  Seangio vs. Reyes ( G.R. No. 140372-72 dated 27 November


2006)
Characteristics  Testate Estate of Rev. Father Pascual Rigor vs. Belina Rigor, et
al. (G.R. No. L-22036 dated April 30, 1979)
Interpretation   Vda. De Enriquez, et al. vs. Abadia, et al. (G.R. No. L-7188
dated August 9, 1954)
Law governing form 

Law governing content  Miciano v. Brimo (50 Phil. 867; G.R. No. L-22595 dated
November 1, 1927)
 Cayetano vs. Leonidas (129 SCRA 524; G.R. No. L-54919 dated
May 30, 1984)
B. Testamentary
Capacity and Intent 
TOPICS CASES

Who may make a Will 


 Ortega vs. Valmonte (G.R. No. 157451 dated December 16,
Supervening 2005)
incapacity

C. Solemnities of
Wills 

Kinds of Wills 
 Azuela vs. CA and Castillo (GR No. 122880, 2006)
Notarial Wills   Caponong-Noble vs. Abaja (GR No. 147145 dated January
31, 2005)
Witnesses to Notarial  Lee v. Tambago, AC No. 5281, 12 February 2008
Wills  Taboada v Rosal (118 SCRA 195; G.R. No. L-36033 dated
November 5, 1982)
 Lopez vs. Lopez (G.R. No. 189984 dated November 12,
2012)
 In Re: Probate of the Will of Cecilia Cosico (G.R. No.
246997 dated May 5, 2021)
 Gonzales vs. CA (90 SCRA 183; G.R. No. L-37453 dated
May 25, 1979)
 Heirs of Fedelina Estella vs. Jesus Estella, et al. (G.R. No.
245469 dated December 9, 2020)
 In Re: Probate of Will of Consuelo Garcia (G.R. No. 204793
dated June 8, 2020)
 
Holographic Wills 
 Labrador vs. CA (184 SCRA 170; G.R. Nos. 83843-44 dated
April 5, 1990)
Probate of holographic  Codoy vs. Calugay (312 SCRA 333; G.R. No. 123486 dated
Wills August 12, 1999)
 Kalaw vs. Relova (132 SCRA 237; G.R. No. L-40207 dated
Incorporation of September 28, 1984)
document by reference  Ajero v. Court of Appeals (236 SCRA 488; G.R. No. 106720
dated 15 September 1994)
Codicils 

D. Revocation,
Allowance,
Disallowance of Wills
 
Revocation of Wills  Gago vs. Mamuyac (49 Phil. 902; G.R. No. L-26317 dated
and testamentary January 29, 1927)
disposition   Maloto vs. CA (158 SCRA 451; G.R. No. 76464 dated February
29, 1988)
TOPICS CASES
Republication and  Molo vs. Molo (90 Phil. 37; G.R. No. L-2538 dated September
revival of Wills  21, 1951)

Allowance of Wills 

 Dela Cerna vs. Potot (12 SCRA 576; G.R. No. L-20234 dated
December 23, 1964)
 Maloles vs. Phillips (G.R. Nos. 129505 & 133359 dated 31
January 2000)
 Palaganas v. Palaganas (GR No. 169144 dated 26 January
2011)
Disallowance of Wills   Nepomuceno vs. CA (139 SCRA 206; G.R. No. L-62952 dated
October 9, 1985)
 Heirs of Lasam vs. Umengan, 510 SCRA 416
 Rodriguez v Rodriguez, 532 SCRA 642

 Alsua-Betts vs. CA (92 SCRA 332; G.R. No. L-46430-31 dated


July 30, 1979)
 Baltazar vs. Laxa (G.R. No. 174489 dated April 11, 2012)
III. Compulsory
Succession

A. Legitime 

Concept of legitime 
 Rosales vs. Rosales (148 SCRA 69; G.R. No. L-40789 dated
Compulsory heirs February 27, 1987)
 Baritua v. Court of Appeals (183 SCRA 565; G.R. No. 82233
Restrictions on dated March 22, 1990)
legitimes  Calimag vs. Heirs of Macapaz (G.R. No. 191936 dated June 1,
2016) 
Computation   Vizconde vs. CA (286 SCRA 217; GR No. 118449 dated
February 11, 1998)
Free portion  In Re:  Petition for Adoption of Lim, G.R. Nos. 168992-93 dated
May 21, 2009
 Bartolome vs. SSS (G.R. No. 19253 dated November 12, 2014)
 Francisco v. Francisco-Alfonso (G.R. No. 138774 dated March
8, 2001)
 Daniel Rivera, et al. vs. Flora P. Villanueva, et al. (GR No.
197310 dated June 23, 2021)

B. Preterition
 Reyes vs. Barretto-Datu (19 SCRA 85; G.R. No. L-17818 dated
January 25, 1967)
 Aznar vs. Duncan (17 SCRA 590; G.R. No. L-24365 dated June
TOPICS CASES
30, 1966)
 Acain vs. IAC (155 SCRA 100; G.R. No. 72706 dated October
27, 1987)

C. Disinheritance
 Dy Yieng Seangio, et al. vs. Reyes (G.R. Nos. 140371-72,
2006)  
 Ching v. Rodriguez (G.R. No. 192828 dated November 28,
2011)

D. Reserva Troncal  Chua vs. CFI (78 SCRA 406; G.R. No. L-29901 August 31,
1977)
Mendoza vs. Delos Santos (694 SCRA 74; G.R. No. 176422
dated March 20, 2013)
Sumaya vs. IAC (201 SCRA 178; G.R. No. 68843-44 dated
September 2, 1991) 

E. Institution and
Substitution of Heirs 

Institution of heirs   Austria vs. Reyes (31 SCRA 754; G.R. No. L-23079 dated
February 27, 1970)
Substitution of heirs   Testate Estate of Jose Eugenio Ramirez vs. Marcelle D. Vda.
De Ramirez, et al. (GR. No. L-27952, 1982) 
Kinds of institution of  Rabadilla vs. CA, et al. (G.R. No. 113725 dated June 29, 2000)
heirs 
F. Legacies and  Fernandez vs. Dimagiba (21 SCRA 428; G.R. No. L-23638
Devises dated October 12, 1967)
IV. Intestate
Succession 

A. General Provisions 
 Rosales vs. Rosales (148 SCRA 69; G.R. No. L-40789 dated
B. Intestacy, intestate February 27, 1987)
heirs  Benigno Manuel, et al. vs. Hon. Nicodemo Ferrer, et al. (G.R.
No. 117246 dated August 21, 1995)
C. Order of, and share  Bagunu vs. Piedad (GR No. 140975 dated December 8, 2000)
in, intestate  Carlos vs. Sandoval (GR No. 179922 dated December 16, 2008)
succession  Diaz vs. IAC (150 SCRA 645; G.R. No. L-66574 dated June 17,
  1987)
D. Representation  Diaz vs. IAC (182 SCRA 427; G.R. No. L-66574 dated February
21, 1990)
 Amadea Angela K. Aquino vs. Rodolfo C. Aquino and Abdullah
C. Aquino (GR No. 208912) and Rodolfo C. Aquino vs. Amadea
Angela K. Aquino (GR No. 209018)
V. Provisions
TOPICS CASES
Common to Testate
and Intestate
Succession 
 Parish Priest of Roman Catholic Church of Victoria, Tarlac vs.
A. Capacity to Rigor (89 SCRA 493; G.R. No. L-22036 dated April 30, 1979)
Succeed  Heirs of Soliva v Cenon (G.R. No. 159611 dated April 22, 2015)

B. Right of Accretion

C. Acceptance and
Repudiation of the  Intestate Estate of Borromeo v. Borromeo (G.R. No. L-41171
Inheritance  dated July 23, 1987)
 Ferrer vs. Sps. Diaz (G.R. No. 165300 dated April 23, 2010) 
D. Collation

 Vizconde vs. CA (286 SCRA 217; GR No. 118449 dated


February 11, 1998)
 Arellano vs. Pascual (G.R. No. 189776 dated December 15,
2010)
 Imperial vs. Court of Appeals (G.R. No. 112483 dated October
8, 1999) 

E. Partition and
Distribution of the
Estate
 Alejandrino vs. CA (295 SCRA 536; G.R. No. 114151 dated
1. Partition September 17, 1998)
 Maestrado vs. CA (327 SCRA 678; G.R. No. 133345 dated
March 9, 2000)
 Mang-oy vs. CA (144 SCRA 33; G.R. No. L-27421 dated
September 12, 1986)
 JLT Agro vs. Balansag (G.R. No. 141882 dated March 11, 2005)
 In re: Will of Basilio Santiago (G.R. No. 179859 dated August 9,
2010)
 David and Heirs of Aguas vs. Calilung (G.R. No. 241036 dated
January 26, 2021)
 Lucila David and the Heirs of Rene S. Aguas vs. Cherry S.
Calilung (GR No. 241036, January 26, 2021)
 Heirs of Policronio Ureta, Sr. vs. Heirs of Liberato M. Ureta (G.R.
2. Extrajudicial No. 165748 dated September 14, 2011)
partition by heirs   Spouses Pontigon vs. Heirs of Meliton Sanchez (G.R. No.
221513 dated December 5, 2016)
 Neri, et al. vs. Heirs of Hadji and Julpha Uy (G.R. No. 194366
dated October 10, 2012)
 Sps. Eugenio De Vera and Rosalia Padilla vs. Fausta Catungal
(GR No. 211687 dated February 10, 2021)
 Nieves Navarro, et al. vs. Zenaida and Robert Harris, et al. (GR
No. 228854 dated March 17, 2021)

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