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WILLS AND SUCCESSION

SYLLABUS

Dean DOMINGO M. NAVARRO

1. General Provisions
a. Concepts
b. Kinds
c. Art. 777

TESTAMENTARY SUCCESSION
2. Testamentary Succession
a. Concept of Wills
b. Characteristics
c. Interpretation
d. Ambiguities
3. Testamentary Capacity
a. Requisites
b. Meaning of soundness of mind
c. When capacity must be possessed
4. Forms of Wills
a. Notarial
b. Holographic
c. Conflict Rules as to Form
5. Witnesses to Wills
a. Requisites

ZANDALEE R. BILLONES (2013-0221) ARELLANO UNIVERSITY SCHOOL OF LAW


b. Art. 823
6. Codicils and Incorporation by Reference
a. Form
b. Requisites for valid incorporation
7. Revocation of Wills and Testamentary Dispositions
a. Modes of Revocation
b. Desistance or change of mind
c. Doctrine of Dependent Relative Revocation

WILLS AND SUCCESSION (DEAN DOMINGO M. NAVARRO )


8. Republication and Revival
a. Concept and requirements
b. Effect of republication
9. Allowance and Disallowance
a. Mandatory nature
b. Imprescriptibility
c. Effect of Probate
d. Limited issues during probate; exception
e. Grounds for disallowance
10. Institution of Heirs
a. Rules for institution
b. False cause
c. Persona incierta
d. Proportional increase or decrease of shares
e. Preterition
11. Substitution of Heirs
a. Kinds of Substitution
b. Fideicommissary substitution
c. Successive usufructs or pensions
12. Conditional Testamentary Disposition & Dispositions with a Term

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a. Impossible or illicit conditions
b. Condition not to marry
c. When condition must be fulfilled
d. Rules pending fulfillment of condition or arrival of term
e. Modal Institution
13. Legitimes
a. Table of Legitimes
b. Reserva Troncal
c. Collation
14. Disinheritance
a. Requisites
b. Imperfect Disinheritance
c. Grounds
d. Reconciliation
e. Rights of representatives of disinherited heir
15. Legacies and Devises
a. Property not owned by testator
b. Property belonging to legatee or devisee
c. Property pledged or mortgaged
d. Legacy of credit or condonation of debt
e. Legacy to creditor
f. Alternative legacies and devises
g. Legacy of generic personal or real property
h. Legacy for education, support
i. When estate not sufficient
j. Effect of transformation, alienation or loss

ZANDALEE R. BILLONES (2013-0221) ARELLANO UNIVERSITY SCHOOL OF LAW


LEGAL OR INTESTATE SUCCESSION

1. When intestate succession takes place


2. Relationship
3. Representation
4. Regular and Irregular Order of Intestate Succession
5. Rule of Proximity

WILLS AND SUCCESSION (DEAN DOMINGO M. NAVARRO )


6. Rule of Preference between lines
7. Table of Intestate Succession
8. Mixed succession
9. Barrier between legitimates and illegitimates
10. Rule of Double Share for full-blood collaterals

PROVISIONS COMMON TO TESTATE AND INTESTATE SUCCESSION

1. Accretion
a. Requisites
b. Effects
2. Capacity to Succeed by Will or Intestacy
a. Requirements
b. Arts. 1027, 1028, 1032
c. Dispositions for prayers and pious works for the soul
d. Dispositions for the poor
e. Erasing unworthiness
f. Common grounds for disinheritance and unworthiness
3. Acceptance and Repudiation
a. Forms

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b. Express and implied acceptance
4. Executors and Administrators
5. Collation
6. Partition and Distribution
a. Modes
b. Partition through will or act inter vivos
c. Void wills as valid partitions
d. Effect of Partition
e. Rescission and Nullity of Partition

ZANDALEE R. BILLONES (2013-0221) ARELLANO UNIVERSITY SCHOOL OF LAW


WILLS AND SUCCESSION (DEAN DOMINGO M. NAVARRO )

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