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RESERVA TRONCAL they are the closest relatives to B1.

This is
intestacy.
Art. 891. The ascendant who inherits from Q: The father donated an exclusive property to
his descendant any property which the latter his son. When the son died, the property was
may have acquired by gratuitous title from inherited by the mother. Subsequently, the
another ascendant, or a brother or sister, is mother executed a will, giving the property to
obliged to reserve such property as he may her grandchildren, C1 and D1. When she died,
Notes:
have acquired by operation of law for the the following were her heirs: C, her daughter, D,
(1)benefit of relatives
The three degreeswho are within
mentioned in the
Art.third
891 is her son, C1, the child of C, and D1, the child of
degree from
counted and the
whoprepositus.
belong to the line from D. Who will get the property?
which said property came.
(2) This does not include illegitimate relations, A: The reservista cannot execute a will giving it
only legitimate. to her choice of heirs because a will takes effect
upon death. She cannot destroy that reserved
Q: A (husband) and B (wife) have a child, B1. A
property by executing a will. So it will belong to
died. B married C; they have a child, B2. B1 and
C and D, because the rule says the nearest
B2 are half-brothers. B1 donated property to
B2. B1 died. B2 died. Where will the property of excludes the farthest.
B2 go? Notes:
A: The property will go to B and C, his parents. (1) It is different when the reservista sells it. In
this case, it can be sold, but the one who
Q: Now, let us say B and C died. Where will the
bought it has a revocable title, wherein if there
property go to the parent of A, to the parent
are relatives of the third degree from the
of B, or to the parent of C?
prepositus who survive, then that sale will be
A: Bar Q suggested answer is that it will all go to revoked.
the parent of B. But for Sir Esto, it would either
(2) The reserved property cannot be used to
go to the parent of A or the parent of B because
pay the debts of the estate of the mother,
they are both ascendants from where the
property came. There is reserva troncal in the because that is reserved.
part where C got part of the property that Q: The father donated an exclusive property to
originated from B1. his son. When the son died, the property was
inherited by the mother. The reservatarios are
Q: A and B are married and they have a child,
(1) the nephew of the prepositus; and (2) the
B1. They both died. It was inherited by B1.
uncle of the prepositus. Who will get the
When B1 died, he was survived by his aunt
(sister of B) and his uncle (brother of A). Are the property?
requisites of reserva troncal present? A: The nephew. Although they are both third
degrees from the prepositus, de Papa v.
A: NO. Aunts and uncles are not ascendants,
Camacho provides that the nephews exclude
they are collateral relatives. There is no reserva
troncal and both of them will inherit because the uncles. Art. 1009 applies.
DISINHERITANCE longer effective and incapacity is no
longer effective.
Q: A, the father, did not make a will, but his c. The ground for incapacity is not the
legitimate child was convicted and found guilty same as disinheritance and there is
of attempting on the life of his father. The reconciliation, heir can still not inherit
father died. Can the child inherit? because it should be condonation in
writing and not mere reconciliation.
A: NO. Art. 1032 applies both when there is a
d. There is no disinheritance, but he was
will or not. He is incapacitated to inherit due to
incapacitated due to a ground which is
unworthiness.
also a ground for disinheritance and
Q: Parent abandoned the child, but the child did there is reconciliation, heir cannot
not disinherit the parent. Can the parent inherit because there is no condonation
succeed? in writing or a new will.

A: NO. Under Art. 1032, parent is incapacitated Q: A, the child, attempted on the life of his
to inherit due to unworthiness. brother. Can the father disinherit the child?

Q: Parent abandoned the child, he was not A: YES, if there is a conviction. Art. 919(1)
disinherited. However, after the parent applies.
abandoned, they reconciled? Can the parent
Q: The daughter has an incestuous relationship
inherit when the child dies?
with the father. Can the mother disinherit the
A: NO. Since he was incapacitated to inherit due father?
to unworthiness, the only way to eliminate the
A: YES, because that is a ground for legal
unworthiness is not reconciliation, but
separation, so Art. 921(4) applies.
condonation in writing. (Art. 1033)
Q: The father attempted on the life of the
Q: The child disinherited the father in a will
mother, but there was no conviction. Can the
because the father abandoned the child. Later
child disinherit the father?
on, there was reconciliation but it was not in
writing. Can the father inherit? A: YES. Art. 920 (8), an attempt on the life of the
parent against the life of the other, doesnt
A: YES. Reconciliation need not be in writing for
need conviction. However, reconciliation will
the disinheritance to be revoked.
revoke the disinheritance.
RULES!
Q: The husband attempted to kill the wife.
a. If one is disinherited on a ground which There was no conviction. Can the wife disinherit
is not a ground for incapacity and there the husband?
is reconciliation but not in writing, the
A: YES, because that is a ground for legal
disinheritance is no longer valid.
separation, so Art. 921(4) applies.
b. There is disinheritance on the same
ground as one for incapacity and there Q: A and B were married. B left his wife and
is reconciliation, the disinheritance is no cohabited with another woman. A brought an
action for legal separation. Trial had already back. Can the devisee, when the testator dies,
been done but before the decree was issued, A claim the repurchase price?
died. Can B inherit?
A: NO. Art. 933 applies. Devise is ineffective
A: YES. Since theres no decree of legal even though it is subsequently alienated.
separation, the effect of legal separation that
the guilty spouse cannot inherit will not yet Q: A, gave a legacy of remission of debt.
apply. However, before he died, he demanded the
payment of the debt. Then he died. Is the debt
LEGACIES AND DEVISES omitted?

Q: A did not know that the land he was giving to A: NO. Art. 936 provides that it will only lapse
the devisee belonged to a third person, then he when the demand is by action. He merely made
died. Is there an obligation of the administrator a letter of demand, he did not file a case.
or executor to buy that from the third person or Remission of debt is still available.
in cases where the third person does not sell, to
Q: When A made his will, he had a credit which
give the value of the party to the devisee?
is collectable of P100,000. When he died, there
A: NO. Art. 930 says the devise is void unless it is a collectable of P200,000. How much will go
is the testator himself who buys it. to the heir?

Q: What if the testator knew that it was not his A: P100,000. Art. 937 applies.
then he gave it to the devisee and then he died.
Q: A bequeathed a property to B, but A sold
Is there an obligation of the administrator or
that same property to a third person. Then he
executor to buy that from the third person or in
died. Does the executor have the obligation to
cases where the third person does not sell, to
repurchase the property or at least give the
give the value of the party to the devisee?
value of the property?
A: YES. Art. 931 applies. Art. 931 refers to both
A: NO. The sale revoked the bequeathal of the
implied and express order from the testator.
property. Art. 957 applies.
Q: The testator knew that the property belongs
Q: A gave a devise to B. He donated the same
to the devisee but he nevertheless gave it to the
devise to C. Then he died. Who will get the
devisee. When the testator dies, can the
land?
devisee get the value of the thing?
A: The donee since it is donation that is first
A: NO. Art. 932 applies. Devise shall be
effective than the devise.
ineffective.
Q: A gave a devise to B. A donated to a third
Q: The testator knew that the property belongs
person. However, since the donation was not in
to the devisee but he nevertheless gave it to the
form, he brought an action to declare it void.
devisee. Before the testator died, the devisee
Then he died. Can the devisee get the property
sold it by pacto de retro and then he bought it
that is now in the estate of the testator?
A: NO. Art. 957(2) applies. Testator really (4) When the heir instituted is incapable of
intended to donate it. Devise is not effective. succeeding, except in cases provided in this
Code.
Q: A, the testator, gave a land to B, the devisee.
He sold it to a third person because the third Rights of representation
person forced him to sell it. He brought an
action to annul based on vitiated fraud, which Q: When is there a right of representation?
succeeded and the property is now in the A: Predecease, disinheritance, incapacity due to
testators estate. Is the devise valid? unworthiness. No right of representation in
A: YES. Since he had no intention at all to sell repudiation.
because he was forced, then that declaration of Q: Each of A, B, and C have children. The father
voidable will actually not invalidate the devise. of A, B, and C died. A, B, and C repudiated. Can
He never intended to revoke the devise. their children inherit?
Principle: If the declaration of a contract is A: YES, by their own right, inheriting equally.
nullity, devise is not valid. If its voidable, devise Art. 969 applies.
is valid.
Q: Each of A, B, and C have children. The father
INTESTACY of A, B, and C died. A and B repudiated. C
predeceased. Who will inherit from the
Q: Four situations when there is intestacy.
grandfather?
A: Art. 960 provides, that legal or intestate
A: Only Cs children by right of representation.
succession takes place:
Q; Each of A, B, and C have children. The father
(1) If a person dies without a will, or with a void
of A, B, and C died. A renounced. B
will, or one which has subsequently lost its
predeceased. C incapacitated. Who will inherit?
validity;
A: Children of B and C.
(2) When the will does not institute an heir to,
or dispose of all the property belonging to the Q: A is the grandfather. B is the father. C is the
testator. In such case, legal succession shall take grandson. The grandson repudiated his fathers
place only with respect to the property of which inheritance. B died. Then A died. Can the
the testator has not disposed; grandson represent the father to the
grandfathers estate?
(3) If the suspensive condition attached to the
institution of heir does not happen or is not A: Yes. C did not repudiate the grandfathers
fulfilled, or if the heir dies before the testator, inheritance, only the fathers inheritance.
or repudiates the inheritance, there being no
substitution, and no right of accretion takes Q: A is the grandfather. B is the father. C is the
place; grandson. B repudiated A. B died. Then A died.
Can C inherit from A?

A: YES, by his own right.


Q: A has two sons, B and C. B and C have
children of their own. B repudiated the father. B
died. Then A died. Who are the heirs of A B1,
the son of B, C, and Cs son?

A: C. B1 cannot yet inherit in his own right.

Q: A is given a legacy. However, A died. But he


has a child. Then the testator died. Will the child
inherit the legacy of his father given by the
testator?

A: NO. Because a legatee is not a compulsory


heir. There is no right of representation in
voluntary heirs. Art. 856 applies.

Q: A is the grandfather. B is the father. C is the


grandson. B died. After B died, C died. Can the
grandfather represent B to the estate of C?

A: NO. There is no right of representation in the


ascending line. Art. 972 applies.

Q: A is the grandfather. B is the father. C is the


grandson. B has a spouse, D. B died. Then C
died. Who are the heirs of C?

A: D. A cannot represent and cannot inherit in


his own right.

Q: Is there a right of representation in the


collateral line?

A: Only nephews and nieces. Art. 972, second


par. applies.

Q: A, B, and C are the children of D. A has 1


child, B has 2 children, and C has 3 children. A,
B, and C all predeceased D. D died. He has an
estate of P1,200,000. How will the
grandchildren share the estate?

A: Divide the estate per stirpes. They will only


get the share of those they represent. Art. 982,
in relation to Art. 981, applies.

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