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showing that one party was in bad faith. Ruffa in his will as a devisee of a parcel of
Hence, both shall be presumed in good land which he owned. The will imposed
faith and no forfeiture shall take place. upon Ruffa the obligation of preseving the
land and transferring it, upon her death, to
her illegitimate daughter Scarlet who was
then only one year old. Raymond later died,
leaving behind his widowed mother, Ruffa
and Scarlet.
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(A). Is the condition imposed upon Ruffa, to Ruffa (Art. 992, Civil Code). Moreover,
preserve the property and to transmit it Scarlet is not a compulsory heir of
upon her death to Scarlet, valid? (1%) Raymond, hence she can inherit only by
testamentary succession. Since
SUGGESTED ANSWER: Raymond executed a will in the case at
bar, Scarlet may inherit from Raymond.
Yes, the condition imposed upon Ruffa
to preserve the property and to transmit
it upon her death to Scarlet is valid
because it is tantamount to Heirs; Intestate Succession; Legitime;
fideicommissary substitution under Art. Computation (2010)
863 of the Civil Code.
No.XI. The spouses Peter and Paula had
(B). If Scarlet predeceases Ruffa, who three (3) children. Paula later obtained a
inherits the property? (2%) judgment of nullity of marriage. Their
absolute community of property having
SUGGESTED ANSWER: been dissolved, they delivered P1 million to
each of their 3 children as their
Ruffa will inherit the property as
presumptive legitimes.
Scarlet's heir. Scarlet acquires a right to
the succession from the time of Peter later re-married and had two (2)
Raymond's death, even though she children by his second wife Marie. Peter
should predecease Ruffa (Art. 866, Civil and Marie, having successfully engaged in
Code). business, acquired real properties. Peter
later died intestate.
(C). If Ruffa predeceases Raymond, can
Scarlet inherit the property directly from (A). Who are Peter’s legal heirs and how will
Raymond? (2%) his estate be divided among them? (5%)
If Ruffa predeceases Raymond, The legal heirs of Peter are his children
Raymond's widowed mother will be by the first and second marriages and
entitled to the inheritance. Scarlet, an his surviving second wife.
illegitimate child, cannot inherit the
Their shares in the estate of Peter will
property by intestate succession from
depend, however, on the cause of the
Raymond who is a legitimate relative of
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nullity of the first marriage. If the (B) If the ground of nullity is not
nullity of the first marriage was psychological capacity:
psychological incapacity of one or both 2 legitimate ¼ of the estate for
spouses, the three children of that void children each of second
marriage are legitimate and all of the marriage
legal heirs shall share the estate of Peter
Surviving ¼ of the estate
in equal shares. If the judgment of
second spouse
nullity was for other causes, the three
children are illegitimate and the estate 3 illegitimate 1/12 of estate for
(A) If the ground of nullity is (B). What is the effect of the receipt by
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opposed by Arnel on the ground that he vees) inherit as a class and in equal shares
should be given the share of his father, regardless of their proximity in degree to
Why? (5%)
SUGGESTED ANSWER:
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the uncles and the aunts, and half blood (1). The wife of Ramon will, therefore,
relatives inherit half the share of receive one half (½) of the estate or the
full-blooded relatives. amount of P5,000,000.00.
(2). The three (3) full-blood brothers, will,
therefore, receive P1,000,000.00 each.
(3). The nephew will receive
Intestate Succession (2008)
P1,000,000.00 by right of
representation.
No. VII. Ramon Mayaman died intestate,
(4). The two (2) half-brothers will receive
leaving a net estate of P10,000,000.00.
P500,000.00 each.
Determine how much each heir will receive
from the estate:
(B). If Ramon is survived by his wife, a half-
sister, and three nephews (sons of a
(A). If Ramon is survived by his wife, three
deceased full-blood brother)? Explain. (3%)
full-blood brothers, two half-brothers, and
one nephew (the son of a deceased full-
SUGGESTED ANSWER:
blood brother)? Explain. (3%)
The wife will receive one half (1/2) of the
estate or P5,000,000.00. The other half
SUGGESTED ANSWER:
shall be inherited by (1) the full-blood
Having died intestate, the estate of
brother, represented by his three
Ramon shall be inherited by his wife and
children, and (2) the half-sister. They
his full and half blood siblings or their
will divide the other half between them
respective representatives. In intestacy,
such that the share of the half-sister is
if the wife concurs with no one but the
just half the share of the full-blood
siblings of the husband, all of them are
brother. The share of the full-blood
the intestate heirs of the deceased
brother shall in turn be inherited by the
husband. The wife will receive half of the
three nephews in equal shares by right of
intestate estate, while the siblings or
presentation.
their respective representatives, will
inherit the other half to be divided
Therefore, the three (3) nephews will
among them equally. If some siblings are
receive P1,111,111.10 each the half-
of the full-blood and the other of the half
sister will receive the sum of
blood, a half blood sibling will receive
P1,666,666.60.
half the share of a full-blood sibling.
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Intestate Succession (2008) (D). How should the house and lot, and the
cash be distributed? (1%)
No.X. Arthur executed a will which
contained only: (i) a provision disinheriting SUGGESTED ANSWER:
his daughter Bernica for running off with a
married man, and (ii) a provision disposing Since the probate of the will cannot be
of his share in the family house and lot in allowed, the rules on intestate
favor of his other children Connie and Dora. succession apply. Under Art. 996 of the
He did not make any provisions in favor of Civil Code, if a widow or widower and
his wife Erica, because as the will stated, legitimate children or descendants are
she would anyway get ½ of the house and left, the surviving spouse has the same
lot as her conjugal share. The will was very share as of the children. Thus, ownership
brief and straightforward and both the over the house and lot will be created
above provisions were contained in page 1, among wife Erica and her children
which Arthur and his instrumental witness, Bernice, Connie and Dora. Similarly, the
signed at the bottom. Page 2 contained the amount of P 1 million will be equally
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twins, Hans and Gretel, with his girlfriend, also of the person from whom the person
Fiona. In 2005, Anna, Larry and Cherry being represented was supposed to
died in a car accident. In 2007, Ramon inherit. While Shelly is a legal heir of
died. Who may inherit from Ramon and Cherry, Shelly is not a legal heir of
who may not? Give your reason briefly. Ramon. Adoption created a purely
(10%) personal legal relation only between
Cherry and Shelly.
SUGGESTED ANSWER:
(2). Hans and Gretel are barred from
The following may inherit from Ramon: inheriting from Ramon under Art. 992,
NCC. Being illegitimate children, they
(1). Michelle, as an adopted child of
cannot inherit ab intestao from Ramon.
Ramon, will inherit as a legitimate child
of Ramon. As an adopted child, Michelle ALTERNATIVE ANSWER:
has all the rights of a legitimate child
(Sec 18, Domestic Adoption Law). The problem expressly mentioned the
dates of the adoption of Cherry and
(2). Lia will inherit in representation of Michelle as 1971 and 1972. During that
Anna. Although Lia is an illegitimate time, adoption was governed by the New
child, she is not barred by Articles 992, Civil Code. Under the New Civil Code,
because her mother Anna is an husband and wife were allowed to adopt
illegitimate herself. She will represent separately or not jointly with the other
Anna as regards Anna's legitime under spouse. And since the problem does not
Art. 902, NCC and as regards Anna's specifically and categorically state, it is
intestate share under Art. 990, NCC. possible to construe the use of the word
"respectively" in the problem as
The following may not inherit from
indicative of the situation that Cherry
Ramon:
was adopted by Ramon alone and
Michelle was adopted by Dessa alone. In
(1). Shelly, being an adopted child, she
such case of separate adoption the
cannot represent Cherry. This is because
alternative answer to the problem will be
adoption creates a personal legal relation
as follows: Only Lia will inherit from
only between the adopter and the
Ramon in representation of Ramon's
adopted. The law on representation
illegitimate daughter Anna. Although Lia
requires the representative to be a legal
is an illegitimate child, she is not barred
heir of the person he is representing and
from inheriting from Ramon because her
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No.VIII.b) How can RJP distribute his estate The mother and twin sons are entitled to
by will, if his heirs are JCP, his wife; HBR inherit from Ernesto. Art. 991 of the
and RVC, his parents; and an illegitimate Civil Code, provides that if legitimate
child, SGO?
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ascendants are left, the twin sons shall The attestation clause stated the will was
divide the inheritance with them taking signed on the same occasion by Arthur and
one-half of the estate. Thus, the widowed his instrumental witnesses who all signed
mother gets P50,000.00 while the twin in the presence of each other, and the
sons shall receive P25,000.00 each. The notary public who notarized the will. There
common-law wife cannot inherit from are no marginal signatures or pagination
him because when the law speaks "widow appearing on any of the 3 pages. Upon his
or widower" as a compulsory heir, the death, it was discovered that apart from the
law refers to a legitimate spouse (Art. house and lot, he had a P 1 million account
887, par 3, Civil Code). deposited with ABC bank.
No.X. Arthur executed a will which Erica cannot be preterited. Art. 854 of
contained only: (i) a provision disinheriting the Civil Code provides that only
his daughter Bernica for running off with a compulsory heirs in the direct line can
married man, and (ii) a provision disposing be preterited.
of his share in the family house and lot in
favor of his other children Connie and Dora. (B). What other defects of the will, if any,
He did not make any provisions in favor of can cause denial of probate? (2%)
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No. 122880, 12 Apr 2006 and cited cases (B). Between Marian and the baby, who is
therein, Art 805 and 806, Civil Code). presumed to have died ahead? (1%)
ALTERNATIVE ANSWER:
No. II. At age 18, Marian found out that she
was pregnant. She insured her own life and
The baby is presumed to have died ahead
named her unborn child as her sole
of Marian. Under Par. 5, rule 131, Sec. 5
beneficiary. When she was already due to
(KK) of the Rules of Court, if one is
give birth, she and her boyfriend Pietro, the
under 15 or above 60 and the age of the
father of her unboarn child, were
other is in between 15 and 60, the latter
kidnapped in a resort in Bataan where they
is presumed to have survived. In the
were vacationing. The military gave chase
instant case, Marian was already 18
and after one week, they were found in an
when she found out that she was
abandoned hut in Cavite. Marian and Pietro
pregnant. She could be of the same age
were hacked with bolos. Marian and the
or maybe 19 years of age when she gave
baby delivered were both found dead, with
birth.
the baby's umbilical cord already cut. Pietro
survived. (C). Will Pietro, as surviving biological
father of the baby, be entitled to claim the
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Marilyn is now claiming for herself and her Since succession is not involved as
children her husband’s share in the estate regards the insurance contract, the
left by Dr. Lopez, and her husband’s share provisions of the Rules of Court (Rule
in the proceeds of Dr. Lopez’s life insurance 131, Sec. 3 , [jj] [5] ) on survivorship
policy. Rule on the validity of Marilyn’s shall apply. Under the Rules, Dr. Lopez,
claims with reasons. (4%) who was 70 years old, is presumed to
have died ahead of Roberto who is
SUGGESTED ANSWER :
presumably between the ages 15 and 60.
Having survived the insured, Roberto's
As to the Estate of Dr. Lopez:
right as a beneficiary became vested
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upon the death of Dr. Lopez. When should be given effect must be denied.
Roberto died after Dr. Lopez, his right to The said cancellation has revoked the
receive the insurance became part of his entire will as nothing remains of the will
hereditary estate, which in turn was after the name of Rosa was cancelled.
inherited in equal shares by his legal Such cancellation is valid revocation of
heirs, namely, his spouse and children. the will and does not require
Therefore, Roberto's children and his authentication by the full signature of
spouse are entitled to Roberto's the testator to be effective.
one-third share in the insurance
However, if the cancellation of Rosa’s
proceeds.
name was not done by the testator
himself, such cancellation shall not be
effective and the will in its original tenor
Wills; Holographic Wills; Insertions & shall remain valid. The effectively of the
Cancellations (2012) holographic will cannot be left to the
mercy of unscrupulous third parties.
No.VII.a) Natividad’s holographic will, which
had only one (1) substantial provision, as The writing of Gregorio’s name as sole
first written, named Rosa as her sole heir. heir was ineffective, even though written
However, when Gregorio presented it for by the testator himself, because such is
heir, but without authentication by the testator to be valid and effective. Not
authentication. She claims that the (Kalaw v. Relova, G.R. No. L-40207, Sept
name in the will was done by the Fuentes executed a holographic will,
testator himself, Rosa’s claimed that the wherein he gave nothing to his recognized
holographic will in its original tenor illegitimate son, Jay. Dr. Fuentes left for the
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United States, passed the New York medical court shall apply the New Civil Code in
licensure examinations, resided therein, determining the formal validity of the
and became a naturalized American citizen. holographic will. The subsequent change
He died in New York in 2007. The laws of in the citizenship of Dr. Fuentes did not
New York do not recognize holographic wills affect the law governing the validity of
or compulsory heirs. his will. Under the new Civil Code, which
was the law used by Dr. Fuentes, the law
(A). Can the holographic will of Dr. Fuentes enforced at the time of execution of the
be admitted to probate in the Philippines? will shall govern the formal validity of
Why or why not? (3%) the will (Art. 795, NCC).
form prescribed by the law observed by determines who his heirs are, the order
the testator in the execution of his will. that they succeed, how much their
observe the law of the place where the is valid (Art 16, NCC). Since, Dr. Fuentes
will was executed (Art 17, NCC), or the was a US citizen, the laws of the New
formalities of the law of the place where York determines who his heirs are. And
he resides, or according to the since the New York law does not
formalities of the law of his own country, recognize the concept of compulsory
or in accordance with the Philippine heirs, Jay is not a compulsory heir of Dr.
Civil Code (Art. 816, NCC). Since Dr. Fuentes entitled to a legitime.
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No. XI. John and Paula, British citizens at No. The testamentary dispositions are
birth, acquired Philippine citizenship by not valid because (a) omission of Mary, a
naturalization after their marriage. During legitimate child, is tantamount to
their marriage the couple acquired preterition which shall annul the
substanial landholdings in London and in institution of Peter and Paul as heirs
Makati. Paula bore John three children, (Art. 854, Civil Code); and, (b) the
Peter, Paul and Mary. In one of their trips disposition that Peter and Paul could not
to London, the couple executed a joint will dispose of nor divide the London estate
appointing each other as their heirs and for more than 20 years is void (Art. 870,
providing that upon the death of the Civil Code).
survivor between them the entire estate
would go to Peter and Paul only but the two
could not dispose of nor divide the London
Wills; Joint Wills; Probate (2012)
estate as long as they live. John and Paul
died tragically in the London Subway
No.VII.b) John Sagun and Maria Carla
terrorist attack in 2005. Peter and Paul
Camua, British citizens at birth, acquired
filed a petition for probate of their parent's
Philippine citizenship by naturalization
will before a Makati Regional Trial Court.
after their marriage. During their marriage,
the couple acquired substantial
(A). Should the will be admitted to probate?
landholdings in London and in Makati.
(2%)
Maria begot three (3) children, Jorge,
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(1) Should the will be admitted to probate? valid, the testamentary prohibition on the
receive nothing in testacy, and the facts not anytime demand the partition of the
do not show that he received anything as house and lot since it was expressly
an advance on his inheritance. He was provided by the decedent in his will that
totally excluded from the inheritance of the same cannot be partitioned while his
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matter what his reason maybe. Hence, (B). Act as a witness to a will? (1%)
the three co-heir cannot demand its
partition at anytime but only after 20 SUGGESTED ANSWER:
SUGGESTED ANSWER:
Wills; Testamentary Disposition; Period
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providing that upon the death of the that she can sign her full name later. While
survivor between them the entire estate the will was being signed, Roberta
would go to Peter and Paul only but the two experienced a stomach ache and kept going
could not dispose of nor divide the London to the restroom for long periods of time.
estate as long as they live. John and Paul Hannah, while waiting for her turn to sign
died tragically in the London Subway the will, was reading the 7th Harry Potter
terrorist attack in 2005. Peter and Paul book on the couch, beside the table on
filed a petition for probate of their parent's which everyone was signing. Benjamin,
will before a Makati Regional Trial Court. aside from witnessing the will, also offered
to notarize it. A week after, Clara was run
(C). Is the testamentary prohibition against over by a drunk driver while crossing the
the division of the London estate valid? (2%) street in Greenbelt.
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451, 1914). Therefore, the testatrix Because the Picasso painting reminded
signed the will in the presence of only Angie of him, Brad in his will bequeathed
two witnesses, and only two witnesses the painting to Angie. Brad died in 1995.
signed the will in the presence of the Saddened by Brad's death, Jennifer asked
testatrix and of one another. for the Picasso painting as a remembrance
of him. Angie refused and claimed that
It is to be noted, however, that the Brad, in his will, bequeathed the painting to
thumb mark intended by the testator to her. Is Angie correct? Why or why not?
be his signature in executing his last will (10%)
and testament is valid (Payad v.
Tolentino, 62 Phil 848, 1936; Matias v. SUGGESTED ANSWER:
Salud, L-104 Phil 1046, 23 June, 1958).
The problem, however, states that Clara NO. Angie is not correct. The Picasso
"said that she can sign her full name painting is not given or donated by
later;" Hence, she did not consider her Jennifer to Brad. She merely "placed it
thumb mark as her "complete" signature, in his bedroom." Hence, she is still the
and intended further action on her part. owner of the painting. Not being the
The testatrix and the other witness owner of the Picasso painting, Brad
signed the will in the presence of cannot validly bequeath the same to
Hannah, because she was aware of her Angie (Art. 930, NCC). Even assuming
function and role as witness and was in a that the painting was impliedly given or
position to see the testatrix and the donated by Jennifer to Brad, the
other witnesses sign by merely casting donation is nevertheless void for not
her eyes in the proper direction. being in writing. The Picasso painting
must be worth more than 5,000 pesos.
Donation
Under Art. 748, NCC, the donation and
acceptance of a movable worth more
Donations; Formalities; In Writing (2007)
than 5,000 pesos must be in writing,
No. VIII. In 1986, Jennifer and Brad were otherwise the donation is void. The
madly in love. In 1989, because a certain donation being void, Jennifer remained
Picasso painting reminded Brad of her, the owner of the Picasso painting and
Jennifer acquired it and placed it in his Brad could not have validly disposed of
bedroom. In 1990, Brad and Jennifer broke said painting in favor of Angie in his will.
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