SUCCESSION – ASSIGNMENT FOR FEBRUARY 2, 2019
(UNIVERSIDAD DE MANILA COLLEGE OF LAW, 2ND
SEMESTER, SCHOOL YEAR 2018-2019)
Fraud and undue influence are repugnant allegations
126. Icasiano v. Icasiano, GR L-18979, June 30, 1964, 11 SCRA
422 - SUAN
Substantial compliance rule
127. Rey v. Cartagena, GR 34288, Nov. 10, 1931, 56 Phil. 282 –
VERGARA RECHEL
INSTITUTION OF HEIR; DEFINITION
EFFECTS OF NON-INSTITUTION OR PARTIAL
INSTITUTION OF AN HEIR, ETC.
Effect of partial disposition of testator’s estate
128. Montinola-Sanson v. CA, GR 76648, Feb. 26, 1988, 158
SCRA 247 - ANDALEON
FREEDOM OF DISPOSITION; TESTATE SUCCESSION
PREFERRED OVER INTESTACY
129. Cuenco v. CA, GR L-24742, Oct. 26, 1973, 53 SCRA 360 -
BIHASA
130. Hacbang v. Alo, GR L-191031, Oct. 05, 2015 - EGUSQUIZA
DESIGNATION OF HEIR BY NAME OR OTHER
IDENTIFYING CIRCUMSTANCES
EFFECT OF ERROR IN NAME, ETC. AND IDEN TICAL
NAMES
DISPOSITION IN FAVOR OF UNKNOWN OR
UNIDENTIFIED PERSON NOT VALID
RULE WHERE HEIRS ARE INSTITUTED WITHOUT
DESIGNATION OF SHARES
CONSTRUCTION WHEN HEIRS ARE INDIVIDUALLY AND
COLLECTIVELY INSTITUTED
INSTITUTION OF BROTHERS AND SISTERS OF THE
FULL AND HALF BLOOD
INSTITUTION OF A PERSON AND HIS CHILDREN
EFFECT OF INSTITUTION OF AN HEIR BASED ON A
FALSE CAUSE
Annulment of institution of heirs based on false cause; requisites
131. Austria v. Reyes, GR L-23079, Feb. 27, 1970, 31 SCRA 754
- REFORBA
INSTITUTION OF ONE OR SEVERAL HEIRS TO AN
ALIQUOT PART OF INHERITANCE
WHEN HEIRS’ TOTAL ALIQUOT PARTS ARE LESS THAN
THE WHOLE INHERITANCE
RULE WHEN HEIRS’ TOTAL ALIQUOT PARTS EXCEED
THE ENTIRE ESTATE
PRETERITION OR PRETERMISSION OF HEIRS
Preterition defined
132. Aznar v. Duncan, GR L-24365, June 30, 1966, 17 SCRA
590 - GO
Successional rights of illegitimate children
133. Delgado Vda. de De la Rosa v. Heirs of Marciana Rustia
Vda. de Damian, GR 155733, Jan. 27, 2006, 480 SCRA 334 -
ACABO
Rule on preterition applies to testator’s adopted child, not to
spouse
134. Neri v. Akutin, GR L-47799, May 21, 1943, 74 Phil. 185 -
YANDOC
COMPLETION OF LEGITIME
Allotment of smaller share than legitime does not invalidate
institution of heir
135. Reyes v. Barretto-Datu, GR L-17818, Jan. 20, 1967, 19
SCRA 85 - PEDROZO
PREDECEASE, INCAPACITY AND RENUNCIATION;
GROUNDS FOR DISQUALIFICATION OF HEIRS
Elements of a valid repudiation or waiver of inheritance
136. Borromeo-Herrera v. Borromeo, GR 41171, July 23, 1987
- PITPIT
EFFECTS OF PREDECEASE
SUBSTITUTION OF HEIRS
KINDS OF SUBSTITUTION
SIMPLE OR COMMON SUBSTITUTION
BRIEF OR COMPENDIOUS SUBSTITUTION
RECIPROCAL SUBSTITUTION; EFFECTS
CHARGES AND CONDITIONS IMPOSABLE UPON THE
SUBSTITUTE
FIDEICOMMISSARY SUBSTITUTION
Duty of first heir to preserve the property for second heir required
137. Crisologo v. Singson, GR L-13876, Feb. 28, 1962, 4 SCRA
491 - ESTAREJA
Conditions of vulgar or simple substitution
138. PCIB v. Escolin, GR L-27860 and L-27896, Mar. 29, 1974 -
GANNABAN
Meaning of “one degree” from the first heir
139. Palacios v. Vda. De Ramirez, GR L-27952, Feb. 15, 1982,
111 SCRA 704 - MARIANO
LEGITIME NOT TO BE AFFECTED BY FIDEICOMMISSARY
SUBSTITUTION
FIDEICOMMISSARY SUBSTITUTION MUST BE
EXPRESSLY MADE TO BE VALID
ENTITLEMENT OF FIDUCIARY TO DEDUCTIONS FOR
LEGITIMATE EXPENSES
WHEN THE RIGHTS OF THE FIRST AND SECOND HEIRS
ARE VESTED
WHEN FIDEICOMMISSARY SUBSTITUTIONS ARE
DEEMED VOID
EFFECTS OF NULLITY OF FIDEICOMMISSARY
SUBSTITUTION
PROVISION ON USUFRUCT
DISPOSITION DECLARING ESTATE INALIENABLE FOR A
CERTAIN PERIOD
Purpose of restriction on alienability of estate under Article 870
140. Palad v. Governor of Quezon Province, GR L-24302, Aug.
18, 1972, 46 SCRA 354 - RIBON
CONDITIONAL TESTAMENTARY DISPOSITIONS AND
TESTAMENTARY DISPOSITIONS WITH A TERM; FREEDOM
OF DISPOSITION
CHARGE, CONDITION OR SUBSTITUTION UPON THE
LEGITIME DEEMED VOID
IMPOSSIBLE AND UNLAWFUL CONDITIONS
Condition contrary to law to be considered as unwritten
141. Miciano v. Brimo, GR L-22595, Nov. 1, 1927, 50 Phil. 867 -
CASTRO
CONDITION PROHIBITING MARRIAGE
SCRIPTURA CAPTATORIA OR DISPOSICION CAPTATORIA
PURELY POTESTATIVE CONDITION
CASUAL AND MIXED CONDITIONS
DISPOSITION WITH A SUSPENSIVE TERM
NEGATIVE POTESTATIVE CONDITION
0EFFECT OF SUSPENSIVE CONDITION OR TERM OR
FAILURE TO GIVE BOND
PLACEMENT OF THE ESTATE UNDER ADMINISTRATION
MODE
ANALOGOUS AND CONSTRUCTIVE COMPLIANCE
RULES FOR CONDITIONAL OBLIGATIONS
TERM OR PERIOD IN TESTAMENTARY DISPOSITIONS
LEGITIME; DEFINITION; WHAT CONSTITUTES
LEGITIME
Claim for legitime does not amount to claim of title
142. Vizconde v. CA, GR 118449, Feb. 11, 1998, 286 SCRA 217 -
USOP
Accrual of cause of action to enforce a legitime
143. Imperial v. CA, GR 112483, Oct. 8, 1999, 316 SCRA 393 -
BOLANTE
WHO ARE THE COMPULSORY HEIRS?
Compulsory heir defined
144. Rocha v. Tuason, GR 14254, Aug. 5, 1919, 39 Phil. 976 –
VERGARA MARIENYL
LEGITIME OF LEGITIMATE CHILDREN AND
DESCENDANTS
LEGITIME OF LEGITIMATE PARENTS OR ASCENDANTS
LEGITIME OF LEGITIMATE PARENTS
RESERVA TRONCAL
PRINCIPLE OF RESERVA TRONCAL
Reserva troncal defined
145. De Papa v. Camacho, GR L-28032, Sept. 24, 1986, 144
SCRA 281 - MAGTOLES
Lines of transmission in reserva troncal
146. Gonzales v. CFI of Manila, GR L-34395, May 19, 1981, 104
SCRA 479 - YANGCO
Who may become reservees (reservatorios)
147. Jardin v. Villamayor, GR 47889, Jan. 17, 1941, 72 Phil.
392 - DURENS
Propositus, the person from whom degree should be reckoned
148. Cabardo v. Villanueva, GR 19003, Dec. 13, 1922, 44 Phil.
186 - PENA
4th degree relatives cannot be reservees nor can be represented
149. Florentino v. Florentino, GR 14856, Nov. 15, 1919, 40
Phil. 480 – VERGARA MARIENYL
Nearest relatives within 3rd degree exclude the more remote ones
150. Padura v. Baldovino, GR L-11960, Dec. 27, 1958, 104 Phil.
1065 - BARACINA
NOTE: Digest/dissect all the given cases and write them on
yellow pad paper (one case per sheet), place them neatly in
your sliding folder with cover page and table of contents, and
submit them during our class for recording and affixing of
initials. Late/incomplete submissions will not be accepted.
Read the details of the assigned topics from the prescribed
textbook and other supplementary reading materials. Be ready
for a graded recitation which will start from the and eight (8)
remaining cases and topics assigned last week.