Succession Law

I. When Succession Takes Place

Uson v. Del Rosario (G.R. No. L-4963, 29 January 1953, 92 Phil. 530)
De Borja v. De Borja (G.R. No. L-28040, 18 August 1972, 46 SCRA 577)
Bonilla v. Barcena (G.R. No. L-41715, 18 June 1976, 71 SCRA 491)
Alfonso v. Andres (G.R. No. 166236, 29 July 2010, 626 SCRA 149)
Republic v. Marcos-Manotoc (G.R. No. 171701, 8 February 2012)

II. Legitimes

A. Legitime defined – Art. 886

Manongsong v. Estimo (G.R. No. 136773, 25 June 2003, 404 SCRA 683)
Sps. Joaquin v. CA (G.R. No. 126376, 20 November 2003, 416 SCRA 263)
Parulan v. Garcia (G.R. No. 184148, 9 June 2014, 725 SCRA 402)

III. Right of adopted to inherit from biological parents / relatives

In Re Adoption of Stephanie Garcia (G.R. No. 148311, 31 March 2005, 454 SCRA 54)

IV. Wills

A. Kinds of wills

Suroza v. Honrado (A.M. No. 2026-CFI, 19 December 1981, 110 SCRA 388)
Noble v. Abaja (G.R. No. 147145, 31 January 2005, 450 SCRA 265)
Baltazar v. Laxa (G.R. No. 174489, 11 April 2012, 669 SCRA 249)
Matias v. Salud (G.R. No. L-10751, 23 June 1958)
Payad v. Tolentino (G.R. No. 42258, 5 September 1936, 62 Phil 848)
Garcia v. Lacuesta (G.R. No. L-4067, 29 November 1951, 90 Phil 489)
Nera v. Rimando (G.R. No. L-5971, 27 February 1911, 18 Phil. 450)
Barut v. Cabacungan (G.R. No. L-6285, 15 February 1912, 21:461)
Echavez v. Dozen Construction (G.R. No. 192916, 11 October 2010, 632 SCRA 594)
Azuela v. CA (G.R. No. 122880, 12 April 2006, 487 SCRA 119)
Ortega v. Valmonte (G.R. No. 157451, 16 December 2005, 478 SCRA 247)
Guerrero v. Bihis (G.R. No. 174144, 17 April 2007, 521 SCRA 39)
Cruz v. Villasor (G.R. No. L-32213, 26 November 1973, 54 SCRA 31)
Garcia v. Vasquez (G.R. No. L-26808, 28 March 1969, 32 SCRA 489)
Alvarado v. Gaviola (G.R. No. 74695, 14 September 1993, 226 SCRA 348)
Caneda v. CA (G.R. No. 103554, 28 May 1993, 222 SCRA 781)
Azuela v. CA (G.R. No. 122880, 12 April 2006, 487 SCRA 119)
Milagros Manongsong v. Felomena Jumaquio Estimo (G.R. No. 136773, 25 June 2003, 685 SCRA 209)
Celada v. Avena (G.R. No. 145545, 30 June 2008, 556 SCRA 569)
Labrador v. CA (G.R. Nos. 83843-44, 5 April 1990, 184 SCRA 170)

B. Requirement of probate

1. Probate mandatory

Guevara v. Guevara (G.R. No. L-48840, 29 December 1943, 74:479)
Seangio v. Hon. Amor Reyes (G.R. Nos. 140371-72, 27 November 2006, 508 SCRA 177)
Heirs of Lasam v. Umengan (G.R. No. 168156, 6 December 2006, 510 SCRA 496)

2. Probate conclusive as to due execution or formal validit

Gallanosa v. Arcangel (G.R. No. L-29300, 21 June 1978, 83 SCRA 675)
Nufable v. Nufable (G.R. No. 126950, 02 July 1999, 309 SCRA 692)
Dorotheo v. CA (G.R. No. 108581, 8 December 1999, 320 SCRA 12)
De la Cerna v. Potot (G.R. No. L-20234, 23 December 1964, 12 SCRA 576)
Baltazar v. Laxa (G.R. No. 174489, 11 April 2012, 669 SCRA 249)

3. Rules for probate of holographic will (Art. 811)

Gan v. Yap (G.R. No. L-12190, 30 August 1958, 104:509)
Rodelas v. Aranza (G.R. No. L-58509, 7 December 1982, 119 SCRA 16)
Azaola v. Singson (G.R. No. L-14003, 5 August 1960, 109:10)
Codoy v. Calugay (G.R. No. 123486, 12 August 1999, 312 SCRA 333)

C. Substitutions – vulgar & fideicomisaria

Palacios v. Ramirez (G.R. No. L-27952, 15 February 1982, 111 SCRA 704)
Philippine Commercial and Industrial Bank v. Escolin (G.R. Nos. L-27936 and L-27937, 29 March 1974, 56 SCRA 266)

V. Preterition

A. What is preterition?

Seangio v. Reyes (G.R. Nos. 140371-72, 27 November 2006, 508 SCRA 172)

B. Effect of preterition

Nuguid v. Nuguid (G.R. No. L-23445, 23 June 1966, 17 SCRA 449)
Acain v. IAC (G.R. No. 72706, 27 October 1987, 155 SCRA 100)
Wrong Rule in Solano v. CA (G.R. No. L-41971, 29 November 1983, 126 SCRA 122)

C. When preterition can be determined

JLT Agro v. Balansag (G.R. No. 141882, 11 March 2005, 453 SCRA 211)

VI. Reserva Troncal

A. Requisites:

Chua v. CFI (G.R. No. L-29901, 31 August 1977, 78 SCRA 412)

B. Process

Solivio v. CA (G.R. No. 83484, 12 February 1990, 182 SCRA 119)

C. Parties

Padura v. Baldovino (G.R. No. 11960, 27 December 1958)
Gonzalez v. CFI (G.R. No. L-34395, 19 May 1981, 104 SCRA 479)

D. Nature

Edroso v. Sablan (G.R. No. 6878, 13 September 1913, 25:295)
Sienes v. Esparcia (G.R. No. L-12957, 24 March 1961, 1 SCRA 750)

E. Property

Cano v. Director of Lands (G.R. No. L-10701, 16 January 1959, 105:1)

F. Rights and Obligations

Sumaya v. IAC (G.R. No. 68843-44, 2 September 1991, 201 SCRA 178)

VII. Representation

A. Art. 992 v. Art. 902

Corpus v. Corpus (G.R. No. L-22469, 23 October 1978, 85 SCRA 567)
Atty. Pedro M. Ferrer v. Spouses Alfredo Diaz and Imelda Diaz (G.R. No. 165300, 23 April 2010)

B. Representation by and of an Adopted Child

Teotico v. Del Val (G.R. No. L-18753, 26 March 1965, 13 SCRA 406)
Sayson v. CA (G.R.No. 892224-25, 23 January 1992, 205 SCRA 321)

VIII. Intestacy

A. Concurrence of surviving spouse & 1 legitimate child

Santillon v. Miranda (G.R. No. L-19281, 30 June 1965, 14 SCRA 563)

B. Concurrence of spouse & brothers / sisters / nephews / nieces

Armas v. Calisterio (G.R. No. 136467, 6 April 2000, 330 SCRA 201)

C. Illegitimate brothers / sisters

Manuel v. Ferrer (G.R. No. 117246, 21 August 1995, 247 SCRA 476)

D. Nephews/nieces exclude uncles/aunts

Bacayo v. Borromeo (G.R. No. L-19382, 31 August 1965, 145 SCRA 986)

IX. Survivorship Agreement

Vitug v. CA (G.R. No. 82027, 29 March 1990, 183 SCRA 755)
Macam v. Gatmaitan (G.R. No. L-42619, 11 March 1937, 64 Phil. 187)
Rivera v. People’s Bank (G.R. No. L-47757, 7 April 1942, 73 Phil. 546)

X. Collation

Union Bank v. Santibañez (G.R. No. 149926, 23 February 2005, 452 SCRA 228)
Vizconde v. CA (G.R. No. 118449, 11 February 1998, 286 SCRA 217)

CASE DIGESTS

Succession Law

I. When Succession Takes Place

II. Legitimes

A. Legitime defined – Art. 886

III. Right of adopted to inherit from biological parents / relatives

IV. Wills

A. Kinds of wills

B. Requirement of probate

1. Probate mandatory

2. Probate conclusive as to due execution or formal validit

3. Rules for probate of holographic will (Art. 811)

C. Substitutions – vulgar & fideicomisaria

V. Preterition

A. What is preterition?

B. Effect of preterition

C. When preterition can be determined

VI. Reserva Troncal

A. Requisites:

B. Process

C. Parties

D. Nature

E. Property

F. Rights and Obligations

VII. Representation

A. Art. 992 v. Art. 902

B. Representation by and of an Adopted Child

VIII. Intestacy

A. Concurrence of surviving spouse & 1 legitimate child

B. Concurrence of spouse & brothers / sisters / nephews / nieces

C. Illegitimate brothers / sisters

D. Nephews/nieces exclude uncles/aunts

IX. Survivorship Agreement

X. Collation