WILLS AND SUCCESSION

Atty. M.A. Gallardo-Batungbakal

Articles 804 824
Inheritance
Nacar vs. Nistal, L-3306, December 8, 1982
Anderson v. Perkins, L-15388, January 31, 1961
Rights to the succession are transmitted from the moment of death
Maria Vda. De Reyes, et. al. vs. CA, G.R. 92436, July 26, 1992
Danilo I. Suarez, et. al. v. CA, et. al., G.R. No, 94918, September 2, 1992
Intestate
Nelia A. Constantino v. CA, et.al., G.R. No. 116018, November 13, 1996, 76
SCAD 47
Heirs
Heirs of Yaptinchay vs. Court of Appeals
Valente Raymundo v. Teofsto Isagon Vda. De Suarez, et.al., G.R. No.
149017, November 28,2008
Development Bank of the Philippines vs. Ella Garagani, Isagani, Adrian,
Natahniel, Nieva, Jonathan, Dionesio, Florence and Jeremias, all surnamed
Asok, G.R. No. 172248, September 17, 2008
Requisites of a formal will
Paz Samaniego-Celada v. Lucia D. Abena, G.R. No. 14545, June 30, 2008
Manuel L. Lee vs. Atty. Regino B. Tambago, AC No. 5281, February 12,
2008
Danilo Aluad, Leonora Aluad, Divina Aluad, Prospero Aluad, and Connie
Aluad v. Zenaido Aluad, G.R. No. October 17, 2008
Testamentary Capacity
Estate of the Deceased Victorina Villaranda, Eusebia Lim, petitioner-
appellant vs. Juliana Chinco, oppositor-appellee, G. R. No. L-33592, March
31, 1931;
Agustin Barrera, et al. vs. Jose Tanjoco, et al., G.R. No. L-5263, February
17, 1954;
The Heirs of the Late Matilde Montinola-Sanson v. CA and Eduardo
Hernandez, G.R. No. 76648;
Holographic Will
Spouse Roberto and Thelma Ajero v CA and Clemente Sand, G.R. No
106720, Sept. 15, 1994
Intrinsic and Extrinsic Validity
Testate Estate of Edward Christensen Aznar v Christensen Garcia, L-
6759, January 31, 1963;
Bellis v.Bellis, L-23678, June 6, 1967;
Lources Dorotheo v. CA, Nilda Quintana, et al., G.R. No. 108581,
December 8, 1999
Notarial Will
Felix Azuela v. CA, Geralda Aida Castillo, substituted by Ernesto Castillo,
G.R. No. 12280, April 12, 2006;
Blind Testator
In the Matter of the Probate of the Last Will and Testament of the
Deceased Brigido Alvarado, Cesar Alvarado, petitioner, v. Hon. Ramon G.
Gaviola, Jr., et al., G.R.No. 74695, September 14, 1993;
Heirs
Salud Teodo Vda. De Perez v. Hon. Zotico A. Tolete, in his capacity as
Presiding Judge Br. 18, RTC, Bulacan, G.R. No. 76714, June 2, 1994.
For Articles 851-885.
Extrinsic Validity
Garcia v. La Cuesta, et al., L-4067, November 29, 1961
Yap Tua v. Yap Ka Kuan, 27 Phil. 579 (1914) [signature; signature: frst
name]
Abangan v. Abangan, 40 Phil. 476 (1919)
Lopez v. Liboro, 81 Phil. 429 (1948) [signing with a thumbmark; substantial
compliance]
Garcia v. Lacuesta v. 90 Phil. 489 (1951) [signing with a cross]
Taboada v.Rosal, G.R. No. L-36033, November 5, 1982 [attestation clause]
Nera v. Rimando, 18 Phil. 450 (1911) [in the presence]
Substantive or Intrinsic Validity
Llorente v. CA, G.R. No. 124371, November 23, 2000 [wife had an illicit
relationship with her husbands brother while husband was in the US]
Bellis v. Bellis,20 SCRA 358
Cayetano v. Leonidas, 129 SCRA 522
Joint-Wills
Alsua-Betts v. CA, G.R. No.L-4643031, July 30,1979
Witnesses to Wills
Gonzales v. CA, No. L-37453, May 25, 1979
Revocation of Wills and Testamentary Dispositions
Testate Estate of Adriana Maloto v. CA, G.R. No. 76464, February 29,1988
(on the Doctrine of Dependent Relative Revocation)
Gan v. Yap, G.R. L-12190, August 30, 1958
Rodelas v. Aranza, G.R. No. L-58509, December 7, 1982
Gago v. Mamuyac, 49 Phil 902 (1927)
Allowance and Disallowance of Wills
Lopez v. Gonzaga, et al., L-18788, January 31, 1964 [need for a probate]
Caniza v. Court of Appeals, G.R. No. 110427, February 24, 1997 [efect of
no probate right is inchoate unless the will is probated]
Sps. Pascual v. CA, G.R. No. 115925, August 15, 2003 [efect of no
probate]
Pastor v. Court of Appeals, G.R. No. 56340, June 24, 1983 [validity of a
will]
Re- Testate of Suntay, L-3080, November 5, 1964 [no opposition to probate
of the lost or destroyed will]
Ngo The Hua v. Chung Kiat Kung, L-17091, Sept. 30, 1963 [intervention]
Heirs of Lasam v. UmenganG.R. No. 168156, December 6, 2006
[testators capacity]
Seangio v. Reyes, G.R. Nos. 1403371-72, November 27, 2006 [probate
and right of disposition]
Guevara v. Guevara, 74 Phil. 479 [no prescription]
Maloles II. V. Phillips, G.R. Nos. 129-505 & 133359, January 31, 2000
[probate during lifetime of the testator]
Grounds for Disallowance of Wills
Sps. Ajero v. CA, G.R. No. 106720, September 15, 1994 [grounds
exclusive]
Institution of Heir
Austria v. Reyes, G.R. No. L-23079, February 27, 1970 [invalidation of
institution based on false cause; requisites]
JLT Agro, Inc. v. Balansang, G.R. No. 141882, March 11, 2005 [preterition]
Nuguid v. Nuguid, G.R. No. L-23445, June 23, 1966 [preterition v.
disinheritance]
Substitution of Heirs
Perez v. Garchitorena, 54 Phil. 431 (1930) [fduciary]
Philippine Commercial and Industrial Bank v. Escolin, G.R. Nos. L-27860 &
L-27896 [no fdeicommissary substitution]
Conditions, Modes, and Terms
Miciano v. Brimo, 50 Phil. 867 (1924) [void condition]
Rabadilla v. CA, G.R. No. 113725, June 29, 2000 [condition; efect; mod]
For Articles 871-914
Legitime (In General)
Raymundo v. Vda De Suarez, G.R. No. 149017, November 28, 2008
[compulsory succession defned]
Compulsory Heirs
Lapuz v. Eufemio, 43 SCRA 177 (1972) [when legal separation is pending]
Baritua v. CA, 183 SCRA 565 (1990) [estrangement not a legal ground
for disqualifcation]
Raymundo v. Vda De Suarez, G.R. No. 149017, November 28, 2008
[primary compulsory heirs and secondary compulsory heirs]
Reyes v. CA, G.R. No. 39537, March 19, 1985 [natural and spurious
children]
Reserva Troncal
Padura v. Baldovino, G.R. No. L-11960, December 1958 (unreported); See
104 Phil 1065
Gonzales v. CFI Manila, G.R.No. L-34395, May 19, 1981 [purpose]
Edroso v. Sablan, 25 Phil. 295 [purpose]
Gonzales v. CFI Manila, G.R. No. L-3435, May 1981 [persons involved]
Florentino v. Florentino, 40 Phill 480 (4th civil degree excluded; cannot
inherit the reserved property)
Nieva v. Alcala, 41 Phil. 915 (1920) [reserve troncal applies only to
legitimate family]
Sumaya v. IAC, G.R. Nos. 68843-44, September 2, 1991 [upon the death
of the reservista]
Carillo v. De Paz, G.R. No. L-22601, October 28, 1966 [prescriptive period]
Computation of Legitime
Pagkatipunan v. IAC, G.R. No. 70722, July 3, 1991 [manner of
computation]
Heirs of Marcelino Doronio v. Heirs of Fortunata Doronio, G.R. No.
169454, December 27, 2007 [manner of computation]
Disinheritance
Chua vs. Cabangbang, 27 SCRA 791
Legacies and Devises
Fuentes v. Canon, 6 Phil 117 (1906)
Chiong Joc-Soy vs. Vano, 8 Phil 119 (1907)
Philippine Trust Company v. Webber, 56 Phil 522 (1932)
Articles 960 -1057 .
Legal or Intestate Succession
Testate Estate of the Late Adrian Maloto v. Maloto, L-32328, September
30, 1977 (re: jurisdiction of the intestate court)
Ortanez-Enderes v. CA, 321 SCRA 178 (re: jurisdiction of the RTC as a
probate or intestate court and question of ownership)
Heirs of the Late Mario V. Changlionco Adm. Matter 190-RET., October 18,
1977 (re: retirement benefts, salary adjustments, and unused vacation
and sick leaves)
Bagunu v. Piedad, G.R. 140975, December 8, 2000 (right of
representation)
Salao, et al. v. Salao, L-26699, March 16, 1976 (representation in collateral
lines)
Saguinsin v. Lindayag, et. al., L-17759, December 17,1962 (re: presence of
adopted children)
Banawa v.Mirano, L-24750, May 16, 1980 (reversion adoptive)
Diaz, et al. v. IAC, et al., L-6674, June 17, 1987 (re: iron curtain rule)
Leonardo v. CA, G. R. No. 51263, February 28, 1983 (re: barrier rule)
Corpus v. Administrator, L-22469, October 23, 1978 (re: barrier rule)
Manuel v. Ferrer, 63 SCAD 764 [1995] (principle of absolute separation
between the legitimate family and the illegitimate family)
Tolentino v. Para, GR 43905, May 3, 1983 (surviving legitimate wife and
bigamous wife)
Heirs of the Late Mario V. Changlionco Adm. Matter 190-RET., October 18,
1977 (re: distribution of estate where the estate is left to a surviving
spouse, legitimate son, and two recognized illegitimate children)
Del Rosario v. Conanan, L-37903, March 30, 1977 (re: distribution of
estate where the deceased leaves a surviving spouse, legitimate mother,
and an adopted daughter)
Sarita v. Candia, 23 Phil. 443 (re: right of representation in the collateral
line)
Fuentes v. Cruz, 36 O.G. No. 103, p. 1813 (re: collateral heirs and
institution of the widow as sole heir)
Filomena Abellana de Bacayo v. Gaudencio Ferraris de Borromeo, et al.,
L- 19382, August 31, 1965 (re: aunt vs. nephews and nieces)
Bicomong v. Almanza, L-37365, Nov. 29, 1977 (re: nephews and nieces
inherit in their own right
Accretion
Policarpio v. Salamat, L-218091, January 31, 1966 (accretion)
Torres v. Lopez, 49 Phil. 504 (co-heir gets the share by accretion)
Nepomuceno v. CA, GR 62952, October 9, 1985 (concubinage)