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Title
IV. - SUCCESSION
CHAPTER
1
GENERAL
PROVISIONS
Art.
775. In this Title, "decedent" is the general term applied to the
person whose property is transmitted through succession, whether or not he left
a will. If he left a will, he is also called the testator. (n)
Art.
776. The inheritance includes all the property, rights and obligations of a
person which are not extinguished by his death. (659)
Art.
777. The rights to the succession are transmitted from the moment of the death
of the decedent. (657a)
Art.
778. Succession may be:
(1)
Testamentary;
(2)
Legal or intestate; or
(3)
Mixed. (n)
Art.
779. Testamentary succession is that which results from the designation of an
heir, made in a will executed in the form prescribed by law. (n)
Art.
780. Mixed succession is that effected partly by will and partly by operation
of law. (n)
Art.
781. The inheritance of a person includes not only the property and the
transmissible rights and obligations existing at the time of his death, but
also those which have accrued thereto since the opening of the
succession. (n)
Art.
782. An heir is a person called to the succession either by the provision of a
will or by operation of law.
Devisees
and legatees are persons to whom gifts of real and personal property are respectively
given by virtue of a will. (n)
CHAPTER
2
TESTAMENTARY
SUCCESSION
SECTION
1. - Wills
SUBSECTION
1. - Wills in General
Art. 783. A will is an act whereby a person is permitted, with the formalities prescribed by law, to control to a certain degree the disposition of this estate, to take effect after his death. (667a)
Art.
784. The making of a will is a strictly personal act; it cannot be left in
whole or in part of the discretion of a third person, or accomplished through
the instrumentality of an agent or attorney. (670a)
Art.
785. The duration or efficacy of the designation of heirs, devisees or
legatees, or the determination of the portions which they are to take, when
referred to by name, cannot be left to the discretion of a third person. (670a)
Art.
786. The testator may entrust to a third person the distribution of specific
property or sums of money that he may leave in general to specified classes or
causes, and also the designation of the persons, institutions or establishments
to which such property or sums are to be given or applied. (671a)
Art.
787. The testator may not make a testamentary disposition in such manner that
another person has to determine whether or not it is to be operative. (n)
Art.
788. If a testamentary disposition admits of different interpretations, in case
of doubt, that interpretation by which the disposition is to be operative shall
be preferred. (n)
Art.
789. When there is an imperfect description, or when no person or property
exactly answers the description, mistakes and omissions must be corrected, if
the error appears from the context of the will or from extrinsic evidence,
excluding the oral declarations of the testator as to his intention; and when
an uncertainty arises upon the face of the will, as to the application of any
of its provisions, the testator's intention is to be ascertained from the words
of the will, taking into consideration the circumstances under which it was
made, excluding such oral declarations. (n)
Art.
790. The words of a will are to be taken in their ordinary and grammatical
sense, unless a clear intention to use them in another sense can be gathered,
and that other can be ascertained.
Technical
words in a will are to be taken in their technical sense, unless the context
clearly indicates a contrary intention, or unless it satisfactorily appears
that he was unacquainted with such technical sense. (675a)
Art.
791. The words of a will are to receive an interpretation which will give to
every expression some effect, rather than one which will render any of the
expressions inoperative; and of two modes of interpreting a will, that is to be
preferred which will prevent intestacy. (n)
Art.
792. The invalidity of one of several dispositions contained in a will does not
result in the invalidity of the other dispositions, unless it is to be presumed
that the testator would not have made such other dispositions if the first
invalid disposition had not been made. (n)
Art.
793. Property acquired after the making of a will shall only pass thereby, as
if the testator had possessed it at the time of making the will, should it
expressly appear by the will that such was his intention. (n)
Art.
794. Every devise or legacy shall cover all the interest which the testator
could device or bequeath in the property disposed of, unless it clearly appears
from the will that he intended to convey a less interest. (n)
Art.
795. The validity of a will as to its form depends upon the observance of the
law in force at the time it is made. (n)
SUBSECTION
2. - Testamentary Capacity and Intent
Art. 796. All persons who are not expressly prohibited by law may make a will.(662)
Art.
797. Persons of either sex under eighteen years of age cannot make a will. (n)
Art.
798. In order to make a will it is essential that the testator be of sound mind
at the time of its execution. (n)
Art.
799. To be of sound mind, it is not necessary that the testator be in full
possession of all his reasoning faculties, or that his mind be wholly unbroken,
unimpaired, or unshattered by disease, injury or other cause.
It shall
be sufficient if the testator was able at the time of making the will to know
the nature of the estate to be disposed of, the proper objects of his bounty,
and the character of the testamentary act. (n)
Art.
800. The law presumes that every person is of sound mind, in the absence of
proof to the contrary.
The
burden of proof that the testator was not of sound mind at the time of making
his dispositions is on the person who opposes the probate of the will; but if
the testator, one month, or less, before making his will was publicly known to
be insane, the person who maintains the validity of the will must prove that
the testator made it during a lucid interval. (n)
Art.
801. Supervening incapacity does not invalidate an effective will, nor is the
will of an incapable validated by the supervening of capacity. (n)
Art.
802. A married woman may make a will without the consent of her husband, and
without the authority of the court. (n)
Art.
803. A married woman may dispose by will of all her separate property as well
as her share of the conjugal partnership or absolute community property. (n)
SUBSECTION
3. - Forms of Wills
Art. 804. Every will must be in writing and executed in a language or dialect known to the testator. (n)
Art.
805. Every will, other than a holographic will, must be subscribed at the end
thereof by the testator himself or by the testator's name written by some other
person in his presence, and by his express direction, and attested and
subscribed by three or more credible witnesses in the presence of the testator
and of one another.
The
testator or the person requested by him to write his name and the instrumental
witnesses of the will, shall also sign, as aforesaid, each and every page
thereof, except the last, on the left margin, and all the pages shall be
numbered correlatively in letters placed on the upper part of each page.
The
attestation shall state the number of pages used upon which the will is
written, and the fact that the testator signed the will and every page thereof,
or caused some other person to write his name, under his express direction, in
the presence of the instrumental witnesses, and that the latter witnessed and
signed the will and all the pages thereof in the presence of the testator and
of one another.
If the
attestation clause is in a language not known to the witnesses, it shall be
interpreted to them. (n)
Art.
806. Every will must be acknowledged before a notary public by the testator and
the witnesses. The notary public shall not be required to retain a copy of the
will, or file another with the Office of the Clerk of Court. (n)
Art.
807. If the testator be deaf, or a deaf-mute, he must personally read the will,
if able to do so; otherwise, he shall designate two persons to read it and
communicate to him, in some practicable manner, the contents thereof. (n)
Art.
808. If the testator is blind, the will shall be read to him twice; once, by
one of the subscribing witnesses, and again, by the notary public before whom
the will is acknowledged. (n)
Art.
809. In the absence of bad faith, forgery, or fraud, or undue and improper
pressure and influence, defects and imperfections in the form of attestation or
in the language used therein shall not render the will invalid if it is proved
that the will was in fact executed and attested in substantial compliance with
all the requirements of Article 805. (n)
Art.
810. A person may execute a holographic will which must be entirely written,
dated, and signed by the hand of the testator himself. It is subject to no
other form, and may be made in or out of the Philippines, and need not be
witnessed.(678, 688a)
Art.
811. In the probate of a holographic will, it shall be necessary that at least
one witness who knows the handwriting and signature of the testator explicitly
declare that the will and the signature are in the handwriting of the testator.
If the will is contested, at least three of such witnesses shall be required.
In the
absence of any competent witness referred to in the preceding paragraph, and if
the court deem it necessary, expert testimony may be resorted to. (619a)
Art.
812. In holographic wills, the dispositions of the testator written below his
signature must be dated and signed by him in order to make them valid as
testamentary dispositions. (n)
Art.
813. When a number of dispositions appearing in a holographic will are signed
without being dated, and the last disposition has a signature and a date, such
date validates the dispositions preceding it, whatever be the time of prior
dispositions. (n)
Art.
814. In case of any insertion, cancellation, erasure or alteration in a
holographic will, the testator must authenticate the same by his full
signature. (n)
Art.
815. When a Filipino is in a foreign country, he is authorized to make a will in
any of the forms established by the law of the country in which he may be. Such
will may be probated in the Philippines. (n)
Art.
816. The will of an alien who is abroad produces effect in the Philippines if
made with the formalities prescribed by the law of the place in which he
resides, or according to the formalities observed in his country, or in
conformity with those which this Code prescribes. (n)
Art.
817. A will made in the Philippines by a citizen or subject of another country,
which is executed in accordance with the law of the country of which he is a
citizen or subject, and which might be proved and allowed by the law of his own
country, shall have the same effect as if executed according to the laws of the
Philippines. (n)
Art.
818. Two or more persons cannot make a will jointly, or in the same instrument,
either for their reciprocal benefit or for the benefit of a third person.(669)
Art.
819. Wills, prohibited by the preceding article, executed by Filipinos in a
foreign country shall not be valid in the Philippines, even though authorized
by the laws of the country where they may have been executed. (733a)
SUBSECTION
4. - Witnesses to Wills
Art. 820. Any person of sound mind and of the age of eighteen years or more, and not bind, deaf or dumb, and able to read and write, may be a witness to the execution of a will mentioned in Article 805 of this Code. (n)
Art.
821. The following are disqualified from being witnesses to a will:
(1) Any
person not domiciled in the Philippines;
(2)
Those who have been convicted of falsification of a document, perjury or false
testimony. (n)
Art.
822. If the witnesses attesting the execution of a will are competent at the
time of attesting, their becoming subsequently incompetent shall not prevent
the allowance of the will. (n)
Art.
823. If a person attests the execution of a will, to whom or to whose spouse,
or parent, or child, a devise or legacy is given by such will, such devise or
legacy shall, so far only as concerns such person, or spouse, or parent, or child
of such person, or any one claiming under such person or spouse, or parent, or
child, be void, unless there are three other competent witnesses to such will.
However, such person so attesting shall be admitted as a witness as if such
devise or legacy had not been made or given. (n)
Art.
824. A mere charge on the estate of the testator for the payment of debts due
at the time of the testator's death does not prevent his creditors from being
competent witnesses to his will. (n)
SUBSECTION
5. - Codicils and Incorporation by Reference
Art.
825. A codicil is supplement or addition to a will, made after the execution of
a will and annexed to be taken as a part thereof, by which disposition made in
the original will is explained, added to, or altered. (n)
Art. 826.
In order that a codicil may be effective, it shall be executed as in the case
of a will. (n)
Art.
827. If a will, executed as required by this Code, incorporates into itself by
reference any document or paper, such document or paper shall not be considered
a part of the will unless the following requisites are present:
(1) The
document or paper referred to in the will must be in existence at the time of
the execution of the will;
(2) The
will must clearly describe and identify the same, stating among other things
the number of pages thereof;
(3) It
must be identified by clear and satisfactory proof as the document or paper
referred to therein; and
(4) It
must be signed by the testator and the witnesses on each and every page, except
in case of voluminous books of account or inventories. (n)
SUBSECTION
6. - Revocation of Wills and Testamentary Dispositions
Art. 828. A will may be revoked by the testator at any time before his death. Any waiver or restriction of this right is void. (737a)
Art.
829. A revocation done outside the Philippines, by a person who does not have
his domicile in this country, is valid when it is done according to the law of
the place where the will was made, or according to the law of the place in
which the testator had his domicile at the time; and if the revocation takes
place in this country, when it is in accordance with the provisions of this
Code. (n)
Art.
830. No will shall be revoked except in the following cases:
(1) By
implication of law; or
(2) By
some will, codicil, or other writing executed as provided in case of wills; or
(3) By
burning, tearing, cancelling, or obliterating the will with the intention of
revoking it, by the testator himself, or by some other person in his presence,
and by his express direction. If burned, torn, cancelled, or obliterated by
some other person, without the express direction of the testator, the will may
still be established, and the estate distributed in accordance therewith, if
its contents, and due execution, and the fact of its unauthorized destruction,
cancellation, or obliteration are established according to the Rules of
Court. (n)
Art.
831. Subsequent wills which do not revoke the previous ones in an express
manner, annul only such dispositions in the prior wills as are inconsistent with
or contrary to those contained in the latter wills. (n)
Art.
832. A revocation made in a subsequent will shall take effect, even if the new
will should become inoperative by reason of the incapacity of the heirs,
devisees or legatees designated therein, or by their renunciation. (740a)
Art.
833. A revocation of a will based on a false cause or an illegal cause is null
and void. (n)
Art.
834. The recognition of an illegitimate child does not lose its legal effect,
even though the will wherein it was made should be revoked. (714)
SUBSECTION
7. - Republication and Revival of Wills
Art. 835. The testator cannot republish, without reproducing in a subsequent will, the dispositions contained in a previous one which is void as to its form. (n)
Art.
836. The execution of a codicil referring to a previous will has the effect of
republishing the will as modified by the codicil. (n)
Art.
837. If after making a will, the testator makes a second will expressly
revoking the first, the revocation of the second will does not revive the first
will, which can be revived only by another will or codicil. (739a)
SUBSECTION
8. - Allowance and Disallowance of Wills
Art. 838. No will shall pass either real or personal property unless it is proved and allowed in accordance with the Rules of Court.
The
testator himself may, during his lifetime, petition the court having
jurisdiction for the allowance of his will. In such case, the pertinent
provisions of the Rules of Court for the allowance of wills after the
testator's a death shall govern.
The
Supreme Court shall formulate such additional Rules of Court as may be
necessary for the allowance of wills on petition of the testator.
Subject
to the right of appeal, the allowance of the will, either during the lifetime
of the testator or after his death, shall be conclusive as to its due
execution. (n)
Art.
839. The will shall be disallowed in any of the following cases:
(1) If
the formalities required by law have not been complied with;
(2) If
the testator was insane, or otherwise mentally incapable of making a will, at
the time of its execution;
(3) If
it was executed through force or under duress, or the influence of fear, or
threats;
(4) If
it was procured by undue and improper pressure and influence, on the part of
the beneficiary or of some other person;
(5) If
the signature of the testator was procured by fraud;
(6) If
the testator acted by mistake or did not intend that the instrument he signed
should be his will at the time of affixing his signature thereto. (n)
SECTION
2. - Institution of Heir
Art. 840. Institution of heir is an act by virtue of which a testator designates in his will the person or persons who are to succeed him in his property and transmissible rights and obligations. (n)
Art.
841. A will shall be valid even though it should not contain an institution of
an heir, or such institution should not comprise the entire estate, and even
though the person so instituted should not accept the inheritance or should be
incapacitated to succeed.
In such
cases the testamentary dispositions made in accordance with law shall be
complied with and the remainder of the estate shall pass to the legal heirs. (764)
Art.
842. One who has no compulsory heirs may dispose by will of all his estate or
any part of it in favor of any person having capacity to succeed.
One who
has compulsory heirs may dispose of his estate provided he does not contravene
the provisions of this Code with regard to the legitime of said heirs.(763a)
Art.
843. The testator shall designate the heir by his name and surname, and when
there are two persons having the same names, he shall indicate some
circumstance by which the instituted heir may be known.
Even
though the testator may have omitted the name of the heir, should he designate
him in such manner that there can be no doubt as to who has been instituted,
the institution shall be valid. (772)
Art.
844. An error in the name, surname, or circumstances of the heir shall not
vitiate the institution when it is possible, in any other manner, to know with
certainty the person instituted.
If among
persons having the same names and surnames, there is a similarity of
circumstances in such a way that, even with the use of the other proof, the
person instituted cannot be identified, none of them shall be an heir. (773a)
Art.
845. Every disposition in favor of an unknown person shall be void, unless by
some event or circumstance his identity becomes certain. However, a disposition
in favor of a definite class or group of persons shall be valid. (750a)
Art.
846. Heirs instituted without designation of shares shall inherit in equal
parts. (765)
Art.
847. When the testator institutes some heirs individually and others
collectively as when he says, "I designate as my heirs A and B,
and the children of C," those collectively designated shall be
considered as individually instituted, unless it clearly appears that the
intention of the testator was otherwise. (769a)
Art.
848. If the testator should institute his brothers and sisters, and he has some
of full blood and others of half blood, the inheritance shall be distributed
equally unless a different intention appears. (770a)
Art.
849. When the testator calls to the succession a person and his children they
are all deemed to have been instituted simultaneously and not successively. (771)
Art.
850. The statement of a false cause for the institution of an heir shall be
considered as not written, unless it appears from the will that the testator
would not have made such institution if he had known the falsity of such
cause. (767a)
Art.
851. If the testator has instituted only one heir, and the institution is
limited to an aliquot part of the inheritance, legal succession takes place
with respect to the remainder of the estate.
The same
rule applies if the testator has instituted several heirs, each being limited
to an aliquot part, and all the parts do not cover the whole inheritance. (n)
Art.
852. If it was the intention of the testator that the instituted heirs should
become sole heirs to the whole estate, or the whole free portion, as the case
may be, and each of them has been instituted to an aliquot part of the
inheritance and their aliquot parts together do not cover the whole
inheritance, or the whole free portion, each part shall be increased
proportionally. (n)
Art.
853. If each of the instituted heirs has been given an aliquot part of the
inheritance, and the parts together exceed the whole inheritance, or the whole
free portion, as the case may be, each part shall be reduced
proportionally. (n)
Art.
854. The preterition or omission of one, some, or all of the compulsory heirs
in the direct line, whether living at the time of the execution of the will or
born after the death of the testator, shall annul the institution of heir; but
the devises and legacies shall be valid insofar as they are not inofficious.
If the
omitted compulsory heirs should die before the testator, the institution shall
be effectual, without prejudice to the right of representation. (814a)
Art.
855. The share of a child or descendant omitted in a will must first be taken
from the part of the estate not disposed of by the will, if any; if that is not
sufficient, so much as may be necessary must be taken proportionally from the
shares of the other compulsory heirs. (1080a)
Art.
856. A voluntary heir who dies before the testator transmits nothing to his
heirs.
A
compulsory heir who dies before the testator, a person incapacitated to
succeed, and one who renounces the inheritance, shall transmit no right to his
own heirs except in cases expressly provided for in this Code. (766a)
SECTION
3. - Substitution of Heirs
Art. 857. Substitution is the appointment of another heir so that he may enter into the inheritance in default of the heir originally instituted. (n)
Art.
858. Substitution of heirs may be:
(1)
Simple or common;
(2)
Brief or compendious;
(3)
Reciprocal; or
(4)
Fideicommissary. (n)
Art.
859. The testator may designate one or more persons to substitute the heir or
heirs instituted in case such heir or heirs should die before him, or should
not wish, or should be incapacitated to accept the inheritance.
A simple
substitution, without a statement of the cases to which it refers, shall
comprise the three mentioned in the preceding paragraph, unless the testator
has otherwise provided. (774)
Art.
860. Two or more persons may be substituted for one; and one person for two or
more heirs. (778)
Art.
861. If heirs instituted in unequal shares should be reciprocally substituted,
the substitute shall acquire the share of the heir who dies, renounces, or is
incapacitated, unless it clearly appears that the intention of the testator was
otherwise. If there are more than one substitute, they shall have the same
share in the substitution as in the institution. (779a)
Art.
862. The substitute shall be subject to the same charges and conditions imposed
upon the instituted heir, unless and testator has expressly provided the
contrary, or the charges or conditions are personally applicable only to the
heir instituted. (780)
Art.
863. A fideicommissary substitution by virtue of which the fiduciary or first
heir instituted is entrusted with the obligation to preserve and to transmit to
a second heir the whole or part of the inheritance, shall be valid and shall
take effect, provided such substitution does not go beyond one degree from the
heir originally instituted, and provided further, that the fiduciary or first
heir and the second heir are living at the time of the death of the
testator. (781a)
Art.
864. A fideicommissary substitution can never burden the legitime. (782a)
Art.
865. Every fideicommissary substitution must be expressly made in order that it
may be valid.
The
fiduciary shall be obliged to deliver the inheritance to the second heir,
without other deductions than those which arise from legitimate expenses,
credits and improvements, save in the case where the testator has provided
otherwise.(783)
Art.
866. The second heir shall acquire a right to the succession from the time of
the testator's death, even though he should die before the fiduciary. The right
of the second heir shall pass to his heirs. (784)
Art.
867. The following shall not take effect:
(1)
Fideicommissary substitutions which are not made in an express manner, either
by giving them this name, or imposing upon the fiduciary the absolute
obligation to deliver the property to a second heir;
(2)
Provisions which contain a perpetual prohibition to alienate, and even a
temporary one, beyond the limit fixed in article 863;
(3)
Those which impose upon the heir the charge of paying to various persons
successively, beyond the limit prescribed in article 863, a certain income or
pension;
(4)
Those which leave to a person the whole part of the hereditary property in
order that he may apply or invest the same according to secret instructions
communicated to him by the testator. (785a)
Art.
868. The nullity of the fideicommissary substitution does not prejudice the
validity of the institution of the heirs first designated; the fideicommissary
clause shall simply be considered as not written. (786)
Art.
869. A provision whereby the testator leaves to a person the whole or part of
the inheritance, and to another the usufruct, shall be valid. If he gives the
usufruct to various persons, not simultaneously, but successively, the
provisions of Article 863 shall apply. (787a)
Art.
870. The dispositions of the testator declaring all or part of the estate
inalienable for more than twenty years are void. (n)
SECTION 4
Conditional Testamentary Dispositions and Testamentary Dispositions With a Term
Conditional Testamentary Dispositions and Testamentary Dispositions With a Term
Article 871. The institution of an heir may
be made conditionally, or for a certain purpose or cause. (790a)
Article 872. The testator cannot impose any
charge, condition, or substitution whatsoever upon the legitimes prescribed in
this Code. Should he do so, the same shall be considered as not imposed. (813a)
Article 873. Impossible conditions and
those contrary to law or good customs shall be considered as not imposed and
shall in no manner prejudice the heir, even if the testator should otherwise
provide. (792a)
Article 874. An absolute condition not to
contract a first or subsequent marriage shall be considered as not written
unless such condition has been imposed on the widow or widower by the deceased
spouse, or by the latter's ascendants or descendants.
Nevertheless,
the right of usufruct, or an allowance or some personal prestation may be
devised or bequeathed to any person for the time during which he or she should
remain unmarried or in widowhood. (793a)
Article 875. Any disposition made upon the
condition that the heir shall make some provision in his will in favor of the
testator or of any other person shall be void. (794a)
Article 876. Any purely potestative
condition imposed upon an heir must be fulfilled by him as soon as he learns of
the testator's death.
This rule
shall not apply when the condition, already complied with, cannot be fulfilled
again. (795a)
Article 877. If the condition is casual or
mixed, it shall be sufficient if it happen or be fulfilled at any time before
or after the death of the testator, unless he has provided otherwise.
Should it
have existed or should it have been fulfilled at the time the will was executed
and the testator was unaware thereof, it shall be deemed as complied with.
If he had
knowledge thereof, the condition shall be considered fulfilled only when it is
of such a nature that it can no longer exist or be complied with again. (796)
Article 878. A disposition with a
suspensive term does not prevent the instituted heir from acquiring his rights
and transmitting them to his heirs even before the arrival of the term. (799a)
Article 879. If the potestative condition
imposed upon the heir is negative, or consists in not doing or not giving
something, he shall comply by giving a security that he will not do or give
that which has been prohibited by the testator, and that in case of
contravention he will return whatever he may have received, together with its
fruits and interests. (800a)
Article 880. If the heir be instituted
under a suspensive condition or term, the estate shall be placed under
administration until the condition is fulfilled, or until it becomes certain
that it cannot be fulfilled, or until the arrival of the term.
The same
shall be done if the heir does not give the security required in the preceding
article. (801a)
Article 881. The appointment of the
administrator of the estate mentioned in the preceding article, as well as the
manner of the administration and the rights and obligations of the
administrator shall be governed by the Rules of Court. (804a)
Article 882. The statement of the object of
the institution, or the application of the property left by the testator, or
the charge imposed by him, shall not be considered as a condition unless it
appears that such was his intention.
That which
has been left in this manner may be claimed at once provided that the
instituted heir or his heirs give security for compliance with the wishes of
the testator and for the return of anything he or they may receive, together
with its fruits and interests, if he or they should disregard this obligation.
(797a)
Article 883. When without the fault of the
heir, an institution referred to in the preceding article cannot take effect in
the exact manner stated by the testator, it shall be complied with in a manner
most analogous to and in conformity with his wishes.
If the
person interested in the condition should prevent its fulfillment, without the
fault of the heir, the condition shall be deemed to have been complied with.
(798a)
Article 884. Conditions imposed by the
testator upon the heirs shall be governed by the rules established for
conditional obligations in all matters not provided for by this Section. (791a)
Article 885. The designation of the day or
time when the effects of the institution of an heir shall commence or cease
shall be valid.
In both
cases, the legal heir shall be considered as called to the succession until the
arrival of the period or its expiration. But in the first case he shall not
enter into possession of the property until after having given sufficient
security, with the intervention of the instituted heir. (805)
SECTION 5
Legitime
Legitime
Article 886. Legitime is that part of the
testator's property which he cannot dispose of because the law has reserved it
for certain heirs who are, therefore, called compulsory heirs. (806)
Article 887. The following are compulsory
heirs:
(1)
Legitimate children and descendants, with respect to their legitimate parents
and ascendants;
(2)
In default of the foregoing, legitimate parents and ascendants, with respect to
their legitimate children and descendants;
(3)
The widow or widower;
(4)
Acknowledged natural children, and natural children by legal fiction;
(5)
Other illegitimate children referred to in article 287.
Compulsory
heirs mentioned in Nos. 3, 4, and 5 are not excluded by those in Nos. 1 and 2;
neither do they exclude one another.
In all
cases of illegitimate children, their filiation must be duly proved.
The father
or mother of illegitimate children of the three classes mentioned, shall
inherit from them in the manner and to the extent established by this Code.
(807a)
Article 888. The legitime of legitimate
children and descendants consists of one-half of the hereditary estate of the
father and of the mother.
The latter
may freely dispose of the remaining half, subject to the rights of illegitimate
children and of the surviving spouse as hereinafter provided. (808a)
Article 889. The legitime of legitimate
parents or ascendants consists of one-half of the hereditary estates of their
children and descendants.
The
children or descendants may freely dispose of the other half, subject to the
rights of illegitimate children and of the surviving spouse as hereinafter
provided. (809a)
Article 890. The legitime reserved for the
legitimate parents shall be divided between them equally; if one of the parents
should have died, the whole shall pass to the survivor.
If the
testator leaves neither father nor mother, but is survived by ascendants of
equal degree of the paternal and maternal lines, the legitime shall be divided
equally between both lines. If the ascendants should be of different degrees,
it shall pertain entirely to the ones nearest in degree of either line. (810)
Article 891. The ascendant who inherits
from his descendant any property which the latter may have acquired by
gratuitous title from another ascendant, or a brother or sister, is obliged to
reserve such property as he may have acquired by operation of law for the
benefit of relatives who are within the third degree and who belong to the line
from which said property came. (871)
Article 892. If only one legitimate child
or descendant of the deceased survives, the widow or widower shall be entitled
to one-fourth of the hereditary estate. In case of a legal separation, the
surviving spouse may inherit if it was the deceased who had given cause for the
same.
If there
are two or more legitimate children or descendants, the surviving spouse shall
be entitled to a portion equal to the legitime of each of the legitimate
children or descendants.
In both
cases, the legitime of the surviving spouse shall be taken from the portion
that can be freely disposed of by the testator. (834a)
Article 893. If the testator leaves no
legitimate descendants, but leaves legitimate ascendants, the surviving spouse
shall have a right to one-fourth of the hereditary estate.
This
fourth shall be taken from the free portion of the estate. (836a)
Article 894. If the testator leaves
illegitimate children, the surviving spouse shall be entitled to one-third of
the hereditary estate of the deceased and the illegitimate children to another
third. The remaining third shall be at the free disposal of the testator. (n)
Article 895. The legitime of each of the
acknowledged natural children and each of the natural children by legal fiction
shall consist of one-half of the legitime of each of the legitimate children or
descendants.
The
legitime of an illegitimate child who is neither an acknowledged natural, nor a
natural child by legal fiction, shall be equal in every case to four-fifths of
the legitime of an acknowledged natural child.
The
legitime of the illegitimate children shall be taken from the portion of the
estate at the free disposal of the testator, provided that in no case shall the
total legitime of such illegitimate children exceed that free portion, and that
the legitime of the surviving spouse must first be fully satisfied. (840a)
Article 896. Illegitimate children who may
survive with legitimate parents or ascendants of the deceased shall be entitled
to one-fourth of the hereditary estate to be taken from the portion at the free
disposal of the testator. (841a)
Article 897. When the widow or widower
survives with legitimate children or descendants, and acknowledged natural
children, or natural children by legal fiction, such surviving spouse shall be
entitled to a portion equal to the legitime of each of the legitimate children
which must be taken from that part of the estate which the testator can freely
dispose of. (n)
Article 898. If the widow or widower
survives with legitimate children or descendants, and with illegitimate
children other than acknowledged natural, or natural children by legal fiction,
the share of the surviving spouse shall be the same as that provided in the
preceding article. (n)
Article 899. When the widow or widower
survives with legitimate parents or ascendants and with illegitimate children,
such surviving spouse shall be entitled to one-eighth of the hereditary estate
of the deceased which must be taken from the free portion, and the illegitimate
children shall be entitled to one-fourth of the estate which shall be taken
also from the disposable portion. The testator may freely dispose of the
remaining one-eighth of the estate. (n)
Article 900. If the only survivor is the
widow or widower, she or he shall be entitled to one-half of the hereditary
estate of the deceased spouse, and the testator may freely dispose of the other
half. (837a)
If the
marriage between the surviving spouse and the testator was solemnized in
articulo mortis, and the testator died within three months from the time of the
marriage, the legitime of the surviving spouse as the sole heir shall be
one-third of the hereditary estate, except when they have been living as
husband and wife for more than five years. In the latter case, the legitime of
the surviving spouse shall be that specified in the preceding paragraph. (n)
Article 901. When the testator dies leaving
illegitimate children and no other compulsory heirs, such illegitimate children
shall have a right to one-half of the hereditary estate of the deceased.
The other
half shall be at the free disposal of the testator. (842a)
Article 902. The rights of illegitimate children
set forth in the preceding articles are transmitted upon their death to their
descendants, whether legitimate or illegitimate. (843a)
Article 903. The legitime of the parents
who have an illegitimate child, when such child leaves neither legitimate
descendants, nor a surviving spouse, nor illegitimate children, is one-half of
the hereditary estate of such illegitimate child. If only legitimate or
illegitimate children are left, the parents are not entitled to any legitime
whatsoever. If only the widow or widower survives with parents of the
illegitimate child, the legitime of the parents is one-fourth of the hereditary
estate of the child, and that of the surviving spouse also one-fourth of the
estate. (n)
Article 904. The testator cannot deprive his
compulsory heirs of their legitime, except in cases expressly specified by law.
Neither
can he impose upon the same any burden, encumbrance, condition, or substitution
of any kind whatsoever. (813a)
Article 905. Every renunciation or
compromise as regards a future legitime between the person owing it and his
compulsory heirs is void, and the latter may claim the same upon the death of
the former; but they must bring to collation whatever they may have received by
virtue of the renunciation or compromise. (816)
Article 906. Any compulsory heir to whom
the testator has left by any title less than the legitime belonging to him may
demand that the same be fully satisfied. (815)
Article 907. Testamentary dispositions that
impair or diminish the legitime of the compulsory heirs shall be reduced on
petition of the same, insofar as they may be inofficious or excessive. (817)
Article 908. To determine the legitime, the
value of the property left at the death of the testator shall be considered,
deducting all debts and charges, which shall not include those imposed in the
will.
To the net
value of the hereditary estate, shall be added the value of all donations by
the testator that are subject to collation, at the time he made them. (818a)
Article 909. Donations given to children
shall be charged to their legitime.
Donations
made to strangers shall be charged to that part of the estate of which the
testator could have disposed by his last will.
Insofar as
they may be inofficious or may exceed the disposable portion, they shall be
reduced according to the rules established by this Code. (819a)
Article 910. Donations which an
illegitimate child may have received during the lifetime of his father or
mother, shall be charged to his legitime.
Should
they exceed the portion that can be freely disposed of, they shall be reduced
in the manner prescribed by this Code. (847a)
Article 911. After the legitime has been
determined in accordance with the three preceding articles, the reduction shall
be made as follows:
(1)
Donations shall be respected as long as the legitime can be covered, reducing
or annulling, if necessary, the devises or legacies made in the will;
(2)
The reduction of the devises or legacies shall be pro rata, without any
distinction whatever.
If
the testator has directed that a certain devise or legacy be paid in preference
to others, it shall not suffer any reduction until the latter have been applied
in full to the payment of the legitime.
(3)
If the devise or legacy consists of a usufruct or life annuity, whose value may
be considered greater than that of the disposable portion, the compulsory heirs
may choose between complying with the testamentary provision and delivering to
the devisee or legatee the part of the inheritance of which the testator could
freely dispose. (820a)
Article 912. If the devise subject to
reduction should consist of real property, which cannot be conveniently
divided, it shall go to the devisee if the reduction does not absorb one-half
of its value; and in a contrary case, to the compulsory heirs; but the former
and the latter shall reimburse each other in cash for what respectively belongs
to them.
The
devisee who is entitled to a legitime may retain the entire property, provided
its value does not exceed that of the disposable portion and of the share
pertaining to him as legitime. (821)
Article 913. If the heirs or devisees do
not choose to avail themselves of the right granted by the preceding article,
any heir or devisee who did not have such right may exercise it; should the
latter not make use of it, the property shall be sold at public auction at the
instance of any one of the interested parties. (822)
Article 914. The testator may devise and
bequeath the free portion as he may deem fit. (n)
SECTION 6
Disinheritance
Disinheritance
Article 915. A compulsory heir may, in
consequence of disinheritance, be deprived of his legitime, for causes
expressly stated by law. (848a)
Article 916. Disinheritance can be effected
only through a will wherein the legal cause therefor shall be specified. (849)
Article 917. The burden of proving the
truth of the cause for disinheritance shall rest upon the other heirs of the
testator, if the disinherited heir should deny it. (850)
Article 918. Disinheritance without a
specification of the cause, or for a cause the truth of which, if contradicted,
is not proved, or which is not one of those set forth in this Code, shall annul
the institution of heirs insofar as it may prejudice the person disinherited;
but the devises and legacies and other testamentary dispositions shall be valid
to such extent as will not impair the legitime. (851a)
Article 919. The following shall be
sufficient causes for the disinheritance of children and descendants,
legitimate as well as illegitimate:
(1)
When a child or descendant has been found guilty of an attempt against the life
of the testator, his or her spouse, descendants, or ascendants;
(2)
When a child or descendant has accused the testator of a crime for which the
law prescribes imprisonment for six years or more, if the accusation has been
found groundless;
(3)
When a child or descendant has been convicted of adultery or concubinage with
the spouse of the testator;
(4)
When a child or descendant by fraud, violence, intimidation, or undue influence
causes the testator to make a will or to change one already made;
(5)
A refusal without justifiable cause to support the parent or ascendant who
disinherits such child or descendant;
(6)
Maltreatment of the testator by word or deed, by the child or descendant;
(7)
When a child or descendant leads a dishonorable or disgraceful life;
(8)
Conviction of a crime which carries with it the penalty of civil interdiction.
(756, 853, 674a)
Article 920. The following shall be
sufficient causes for the disinheritance of parents or ascendants, whether
legitimate or illegitimate:
(1)
When the parents have abandoned their children or induced their daughters to
live a corrupt or immoral life, or attempted against their virtue;
(2)
When the parent or ascendant has been convicted of an attempt against the life
of the testator, his or her spouse, descendants, or ascendants;
(3)
When the parent or ascendant has accused the testator of a crime for which the
law prescribes imprisonment for six years or more, if the accusation has been
found to be false;
(4)
When the parent or ascendant has been convicted of adultery or concubinage with
the spouse of the testator;
(5)
When the parent or ascendant by fraud, violence, intimidation, or undue
influence causes the testator to make a will or to change one already made;
(6)
The loss of parental authority for causes specified in this Code;
(7)
The refusal to support the children or descendants without justifiable cause;
(8)
An attempt by one of the parents against the life of the other, unless there
has been a reconciliation between them. (756, 854, 674a)
Article 921. The following shall be
sufficient causes for disinheriting a spouse:
(1)
When the spouse has been convicted of an attempt against the life of the
testator, his or her descendants, or ascendants;
(2)
When the spouse has accused the testator of a crime for which the law
prescribes imprisonment of six years or more, and the accusation has been found
to be false;
(3)
When the spouse by fraud, violence, intimidation, or undue influence cause the
testator to make a will or to change one already made;
(4)
When the spouse has given cause for legal separation;
(5)
When the spouse has given grounds for the loss of parental authority;
(6)
Unjustifiable refusal to support the children or the other spouse. (756, 855,
674a)
Article 922. A subsequent reconciliation
between the offender and the offended person deprives the latter of the right
to disinherit, and renders ineffectual any disinheritance that may have been
made. (856)
Article 923. The children and descendants
of the person disinherited shall take his or her place and shall preserve the
rights of compulsory heirs with respect to the legitime; but the disinherited
parent shall not have the usufruct or administration of the property which
constitutes the legitime. (857)
SECTION 7
Legacies and Devises
Legacies and Devises
Article 924. All things and rights which
are within the commerce of man be bequeathed or devised. (865a)
Article 925. A testator may charge with
legacies and devises not only his compulsory heirs but also the legatees and
devisees.
The latter
shall be liable for the charge only to the extent of the value of the legacy or
the devise received by them. The compulsory heirs shall not be liable for the
charge beyond the amount of the free portion given them. (858a)
Article 926. When the testator charges one
of the heirs with a legacy or devise, he alone shall be bound.
Should he
not charge anyone in particular, all shall be liable in the same proportion in
which they may inherit. (859)
Article 927. If two or more heirs take
possession of the estate, they shall be solidarily liable for the loss or
destruction of a thing devised or bequeathed, even though only one of them
should have been negligent. (n)
Article 928. The heir who is bound to
deliver the legacy or devise shall be liable in case of eviction, if the thing
is indeterminate and is indicated only by its kind. (860)
Article 929. If the testator, heir, or
legatee owns only a part of, or an interest in the thing bequeathed, the legacy
or devise shall be understood limited to such part or interest, unless the
testator expressly declares that he gives the thing in its entirety. (864a)
Article 930. The legacy or devise of a
thing belonging to another person is void, if the testator erroneously believed
that the thing pertained to him. But if the thing bequeathed, though not
belonging to the testator when he made the will, afterwards becomes his, by
whatever title, the disposition shall take effect. (862a)
Article 931. If the testator orders that a
thing belonging to another be acquired in order that it be given to a legatee
or devisee, the heir upon whom the obligation is imposed or the estate must
acquire it and give the same to the legatee or devisee; but if the owner of the
thing refuses to alienate the same, or demands an excessive price therefor, the
heir or the estate shall only be obliged to give the just value of the thing.
(861a)
Article 932. The legacy or devise of a
thing which at the time of the execution of the will already belonged to the
legatee or devisee shall be ineffective, even though another person may have
some interest therein.
If the
testator expressly orders that the thing be freed from such interest or
encumbrance, the legacy or devise shall be valid to that extent. (866a)
Article 933. If the thing bequeathed
belonged to the legatee or devisee at the time of the execution of the will,
the legacy or devise shall be without effect, even though it may have
subsequently alienated by him.
If the
legatee or devisee acquires it gratuitously after such time, he can claim
nothing by virtue of the legacy or devise; but if it has been acquired by
onerous title he can demand reimbursement from the heir or the estate. (878a)
Article 934. If the testator should
bequeath or devise something pledged or mortgaged to secure a recoverable debt
before the execution of the will, the estate is obliged to pay the debt, unless
the contrary intention appears.
The same
rule applies when the thing is pledged or mortgaged after the execution of the
will.
Any other
charge, perpetual or temporary, with which the thing bequeathed is burdened,
passes with it to the legatee or devisee. (867a)
Article 935. The legacy of a credit against
a third person or of the remission or release of a debt of the legatee shall be
effective only as regards that part of the credit or debt existing at the time
of the death of the testator.
In the
first case, the estate shall comply with the legacy by assigning to the legatee
all rights of action it may have against the debtor. In the second case, by
giving the legatee an acquittance, should he request one.
In both
cases, the legacy shall comprise all interests on the credit or debt which may
be due the testator at the time of his death. (870a)
Article 936. The legacy referred to in the
preceding article shall lapse if the testator, after having made it, should
bring an action against the debtor for the payment of his debt, even if such
payment should not have been effected at the time of his death.
The legacy
to the debtor of the thing pledged by him is understood to discharge only the
right of pledge. (871)
Article 937. A generic legacy of release or
remission of debts comprises those existing at the time of the execution of the
will, but not subsequent ones. (872)
Article 938. A legacy or devise made to a
creditor shall not be applied to his credit, unless the testator so expressly
declares.
In the
latter case, the creditor shall have the right to collect the excess, if any,
of the credit or of the legacy or devise. (837a)
Article 939. If the testator orders the
payment of what he believes he owes but does not in fact owe, the disposition
shall be considered as not written. If as regards a specified debt more than
the amount thereof is ordered paid, the excess is not due, unless a contrary
intention appears.
The
foregoing provisions are without prejudice to the fulfillment of natural
obligations. (n)
Article 940. In alternative legacies or
devises, the choice is presumed to be left to the heir upon whom the obligation
to give the legacy or devise may be imposed, or the executor or administrator
of the estate if no particular heir is so obliged.
If the
heir, legatee or devisee, who may have been given the choice, dies before
making it, this right shall pass to the respective heirs.
Once made,
the choice is irrevocable.
In the
alternative legacies or devises, except as herein provided, the provisions of
this Code regulating obligations of the same kind shall be observed, save such
modifications as may appear from the intention expressed by the testator.
(874a)
Article 941. A legacy of generic personal
property shall be valid even if there be no things of the same kind in the
estate.
A devise
of indeterminate real property shall be valid only if there be immovable
property of its kind in the estate.
The right
of choice shall belong to the executor or administrator who shall comply with
the legacy by the delivery of a thing which is neither of inferior nor of
superior quality. (875a)
Article 942. Whenever the testator
expressly leaves the right of choice to the heir, or to the legatee or devisee,
the former may give or the latter may choose whichever he may prefer. (876a)
Article 943. If the heir, legatee or
devisee cannot make the choice, in case it has been granted him, his right
shall pass to his heirs; but a choice once made shall be irrevocable. (877a)
Article 944. A legacy for education lasts
until the legatee is of age, or beyond the age of majority in order that the
legatee may finish some professional, vocational or general course, provided he
pursues his course diligently.
A legacy
for support lasts during the lifetime of the legatee, if the testator has not
otherwise provided.
If the
testator has not fixed the amount of such legacies, it shall be fixed in
accordance with the social standing and the circumstances of the legatee and
the value of the estate.
If the
testator or during his lifetime used to give the legatee a certain sum of money
or other things by way of support, the same amount shall be deemed bequeathed,
unless it be markedly disproportionate to the value of the estate. (879a)
Article 945. If a periodical pension, or a
certain annual, monthly, or weekly amount is bequeathed, the legatee may
petition the court for the first installment upon the death of the testator,
and for the following ones which shall be due at the beginning of each period;
such payment shall not be returned, even though the legatee should die before
the expiration of the period which has commenced. (880a)
Article 946. If the thing bequeathed should
be subject to a usufruct, the legatee or devisee shall respect such right until
it is legally extinguished. (868a)
Article 947. The legatee or devisee
acquires a right to the pure and simple legacies or devises from the death of
the testator, and transmits it to his heirs. (881a)
Article 948. If the legacy or devise is of
a specific and determinate thing pertaining to the testator, the legatee or
devisee acquires the ownership thereof upon the death of the testator, as well
as any growing fruits, or unborn offspring of animals, or uncollected income;
but not the income which was due and unpaid before the latter's death.
From the
moment of the testator's death, the thing bequeathed shall be at the risk of
the legatee or devisee, who shall, therefore, bear its loss or deterioration,
and shall be benefited by its increase or improvement, without prejudice to the
responsibility of the executor or administrator. (882a)
Article 949. If the bequest should not be
of a specific and determinate thing, but is generic or of quantity, its fruits
and interests from the time of the death of the testator shall pertain to the
legatee or devisee if the testator has expressly so ordered. (884a)
Article 950. If the estate should not be
sufficient to cover all the legacies or devises, their payment shall be made in
the following order:
(1)
Remuneratory legacies or devises;
(2)
Legacies or devises declared by the testator to be preferential;
(3)
Legacies for support;
(4)
Legacies for education;
(5)
Legacies or devises of a specific, determinate thing which forms a part of the
estate;
(6)
All others pro rata. (887a)
Article 951. The thing bequeathed shall be
delivered with all its accessories and accessories and in the condition in
which it may be upon the death of the testator. (883a)
Article 952. The heir, charged with a
legacy or devise, or the executor or administrator of the estate, must deliver
the very thing bequeathed if he is able to do so and cannot discharge this
obligation by paying its value.
Legacies
of money must be paid in cash, even though the heir or the estate may not have
any.
The
expenses necessary for the delivery of the thing bequeathed shall be for the
account of the heir or the estate, but without prejudice to the legitime.
(886a)
Article 953. The legatee or devisee cannot
take possession of the thing bequeathed upon his own authority, but shall
request its delivery and possession of the heir charged with the legacy or
devise, or of the executor or administrator of the estate should he be
authorized by the court to deliver it. (885a)
Article 954. The legatee or devisee cannot
accept a part of the legacy or devise and repudiate the other, if the latter be
onerous.
Should he
die before having accepted the legacy or devise, leaving several heirs, some of
the latter may accept and the others may repudiate the share respectively
belonging to them in the legacy or devise. (889a)
Article 955. The legatee or devisee of two
legacies or devises, one of which is onerous, cannot renounce the onerous one
and accept the other. If both are onerous or gratuitous, he shall be free to
accept or renounce both, or to renounce either. But if the testator intended
that the two legacies or devises should be inseparable from each other, the
legatee or devisee must either accept or renounce both.
Any
compulsory heir who is at the same time a legatee or devisee may waive the
inheritance and accept the legacy or devise, or renounce the latter and accept
the former, or waive or accept both. (890a)
Article 956. If the legatee or devisee
cannot or is unwilling to accept the legacy or devise, or if the legacy or
devise for any reason should become ineffective, it shall be merged into the
mass of the estate, except in cases of substitution and of the right of
accretion. (888a)
Article 957. The legacy or devise shall be
without effect:
(1)
If the testator transforms the thing bequeathed in such a manner that it does
not retain either the form or the denomination it had;
(2)
If the testator by any title or for any cause alienates the thing bequeathed or
any part thereof, it being understood that in the latter case the legacy or
devise shall be without effect only with respect to the part thus alienated. If
after the alienation the thing should again belong to the testator, even if it
be by reason of nullity of the contract, the legacy or devise shall not
thereafter be valid, unless the reacquisition shall have been effected by
virtue of the exercise of the right of repurchase;
(3)
If the thing bequeathed is totally lost during the lifetime of the testator, or
after his death without the heir's fault. Nevertheless, the person obliged to
pay the legacy or devise shall be liable for eviction if the thing bequeathed
should not have been determinate as to its kind, in accordance with the
provisions of article 928. (869a)
Article 958. A mistake as to the name of
the thing bequeathed or devised, is of no consequence, if it is possible to
identify the thing which the testator intended to bequeath or devise. (n)
Article 959. A disposition made in general
terms in favor of the testator's relatives shall be understood to be in favor
of those nearest in degree. (751)
CHAPTER 3
Legal or Intestate Succession
Legal or Intestate Succession
SECTION 1
General Provisions
General Provisions
Article 960. Legal or intestate succession
takes place:
(1)
If a person dies without a will, or with a void will, or one which has
subsequently lost its validity;
(2)
When the will does not institute an heir to, or dispose of all the property
belonging to the testator. In such case, legal succession shall take place only
with respect to the property of which the testator has not disposed;
(3)
If the suspensive condition attached to the institution of heir does not happen
or is not fulfilled, or if the heir dies before the testator, or repudiates the
inheritance, there being no substitution, and no right of accretion takes
place;
(4)
When the heir instituted is incapable of succeeding, except in cases provided
in this Code. (912a)
Article 961. In default of testamentary
heirs, the law vests the inheritance, in accordance with the rules hereinafter
set forth, in the legitimate and illegitimate relatives of the deceased, in the
surviving spouse, and in the State. (913a)
Article 962. In every inheritance, the
relative nearest in degree excludes the more distant ones, saving the right of
representation when it properly takes place.
Relatives
in the same degree shall inherit in equal shares, subject to the provisions of
article 1006 with respect to relatives of the full and half blood, and of
article 987, paragraph 2, concerning division between the paternal and maternal
lines. (912a)
SUBSECTION 1. Relationship
Article 963. Proximity of relationship is
determined by the number of generations. Each generation forms a degree. (915)
Article 964. A series of degrees forms a
line, which may be either direct or collateral.
A direct
line is that constituted by the series of degrees among ascendants and
descendants.
A
collateral line is that constituted by the series of degrees among persons who
are not ascendants and descendants, but who come from a common ancestor. (916a)
Article 965. The direct line is either
descending or ascending.
The former
unites the head of the family with those who descend from him.
The latter
binds a person with those from whom he descends. (917)
Article 966. In the line, as many degrees
are counted as there are generations or persons, excluding the progenitor.
In the
direct line, ascent is made to the common ancestor. Thus, the child is one
degree removed from the parent, two from the grandfather, and three from the
great-grandparent.
In the
collateral line, ascent is made to the common ancestor and then descent is made
to the person with whom the computation is to be made. Thus, a person is two
degrees removed from his brother, three from his uncle, who is the brother of
his father, four from his first cousin, and so forth. (918a)
Article 967. Full blood relationship is
that existing between persons who have the same father and the same mother.
Half blood
relationship is that existing between persons who have the same father, but not
the same mother, or the same mother, but not the same father. (920a)
Article 968. If there are several relatives
of the same degree, and one or some of them are unwilling or incapacitated to
succeed, his portion shall accrue to the others of the same degree, save the
right of representation when it should take place. (922)
Article 969. If the inheritance should be
repudiated by the nearest relative, should there be one only, or by all the
nearest relatives called by law to succeed, should there be several, those of
the following degree shall inherit in their own right and cannot represent the
person or persons repudiating the inheritance. (923)
SUBSECTION 2. Right of Representation
Article 970. Representation is a right
created by fiction of law, by virtue of which the representative is raised to
the place and the degree of the person represented, and acquires the rights
which the latter would have if he were living or if he could have inherited.
(942a)
Article 971. The representative is called
to the succession by the law and not by the person represented. The
representative does not succeed the person represented but the one whom the
person represented would have succeeded. (n)
Article 972. The right of representation
takes place in the direct descending line, but never in the ascending.
In the
collateral line, it takes place only in favor of the children of brothers or
sisters, whether they be of the full or half blood. (925)
Article 973. In order that representation
may take place, it is necessary that the representative himself be capable of
succeeding the decedent. (n)
Article 974. Whenever there is succession
by representation, the division of the estate shall be made per stirpes, in
such manner that the representative or representatives shall not inherit more
than what the person they represent would inherit, if he were living or could
inherit. (926a)
Article 975. When children of one or more
brothers or sisters of the deceased survive, they shall inherit from the latter
by representation, if they survive with their uncles or aunts. But if they
alone survive, they shall inherit in equal portions. (927)
Article 976. A person may represent him
whose inheritance he has renounced. (928a)
Article 977. Heirs who repudiate their
share may not be represented. (929a)
SECTION 2
Order of Intestate Succession
Order of Intestate Succession
SUBSECTION 1. Descending Direct Line
Article 978. Succession pertains, in the
first place, to the descending direct line. (930)
Article 979. Legitimate children and their
descendants succeed the parents and other ascendants, without distinction as to
sex or age, and even if they should come from different marriages.
An adopted
child succeeds to the property of the adopting parents in the same manner as a
legitimate child. (931a)
Article 980. The children of the deceased
shall always inherit from him in their own right, dividing the inheritance in
equal shares. (932)
Article 981. Should children of the
deceased and descendants of other children who are dead, survive, the former
shall inherit in their own right, and the latter by right of representation.
(934a)
Article 982. The grandchildren and other
descendants shall inherit by right of representation, and if any one of them
should have died, leaving several heirs, the portion pertaining to him shall be
divided among the latter in equal portions. (933)
Article 983. If illegitimate children survive
with legitimate children, the shares of the former shall be in the proportions
prescribed by article 895. (n)
Article 984. In case of the death of an
adopted child, leaving no children or descendants, his parents and relatives by
consanguinity and not by adoption, shall be his legal heirs. (n)
SUBSECTION
2. Ascending Direct Line
Article 985. In default of legitimate
children and descendants of the deceased, his parents and ascendants shall
inherit from him, to the exclusion of collateral relatives. (935a)
Article 986. The father and mother, if
living, shall inherit in equal shares.
Should one
only of them survive, he or she shall succeed to the entire estate of the
child. (936)
Article 987. In default of the father and
mother, the ascendants nearest in degree shall inherit.
Should
there be more than one of equal degree belonging to the same line they shall
divide the inheritance per capita; should they be of different lines but of
equal degree, one-half shall go to the paternal and the other half to the
maternal ascendants. In each line the division shall be made per capita. (937)
SUBSECTION 3. Illegitimate Children
Article 988. In the absence of legitimate
descendants or ascendants, the illegitimate children shall succeed to the
entire estate of the deceased. (939a)
Article 989. If, together with illegitimate
children, there should survive descendants of another illegitimate child who is
dead, the former shall succeed in their own right and the latter by right of
representation. (940a)
Article 990. The hereditary rights granted
by the two preceding articles to illegitimate children shall be transmitted
upon their death to their descendants, who shall inherit by right of
representation from their deceased grandparent. (941a)
Article 991. If legitimate ascendants are
left, the illegitimate children shall divide the inheritance with them, taking
one-half of the estate, whatever be the number of the ascendants or of the
illegitimate children. (942, 841a)
Article 992. An illegitimate child has no
right to inherit ab intestato from the legitimate children and relatives of his
father or mother; nor shall such children or relatives inherit in the same
manner from the illegitimate child. (943a)
Article 993. If an illegitimate child
should die without issue, either legitimate or illegitimate, his father or
mother shall succeed to his entire estate; and if the child's filiation is duly
proved as to both parents, who are both living, they shall inherit from him
share and share alike. (944a)
Article 994. In default of the father or
mother, an illegitimate child shall be succeeded by his or her surviving spouse
who shall be entitled to the entire estate.
If the
widow or widower should survive with brothers and sisters, nephews and nieces,
she or he shall inherit one-half of the estate, and the latter the other half.
(945a)
SUBSECTION 4. Surviving Spouse
Article 995. In the absence of legitimate
descendants and ascendants, and illegitimate children and their descendants,
whether legitimate or illegitimate, the surviving spouse shall inherit the
entire estate, without prejudice to the rights of brothers and sisters, nephews
and nieces, should there be any, under article 1001. (946a)
Article 996. If a widow or widower and
legitimate children or descendants are left, the surviving spouse has in the
succession the same share as that of each of the children. (834a)
Article 997. When the widow or widower
survives with legitimate parents or ascendants, the surviving spouse shall be
entitled to one-half of the estate, and the legitimate parents or ascendants to
the other half. (836a)
Article 998. If a widow or widower survives
with illegitimate children, such widow or widower shall be entitled to one-half
of the inheritance, and the illegitimate children or their descendants, whether
legitimate or illegitimate, to the other half. (n)
Article 999. When the widow or widower
survives with legitimate children or their descendants and illegitimate
children or their descendants, whether legitimate or illegitimate, such widow
or widower shall be entitled to the same share as that of a legitimate child.
(n)
Article 1000. If legitimate ascendants, the
surviving spouse, and illegitimate children are left, the ascendants shall be
entitled to one-half of the inheritance, and the other half shall be divided
between the surviving spouse and the illegitimate children so that such widow
or widower shall have one-fourth of the estate, and the illegitimate children
the other fourth. (841a)
Article 1001. Should brothers and sisters or
their children survive with the widow or widower, the latter shall be entitled
to one-half of the inheritance and the brothers and sisters or their children to
the other half. (953, 837a)
Article 1002. In case of a legal separation,
if the surviving spouse gave cause for the separation, he or she shall not have
any of the rights granted in the preceding articles. (n)
SUBSECTION 5. Collateral Relatives
Article 1003. If there are no descendants,
ascendants, illegitimate children, or a surviving spouse, the collateral
relatives shall succeed to the entire estate of the deceased in accordance with
the following articles. (946a)
Article 1004. Should the only survivors be
brothers and sisters of the full blood, they shall inherit in equal shares.
(947)
Article 1005. Should brothers and sisters
survive together with nephews and nieces, who are the children of the
descendant's brothers and sisters of the full blood, the former shall inherit
per capita, and the latter per stirpes. (948)
Article 1006. Should brother and sisters of
the full blood survive together with brothers and sisters of the half blood,
the former shall be entitled to a share double that of the latter. (949)
Article 1007. In case brothers and sisters
of the half blood, some on the father's and some on the mother's side, are the
only survivors, all shall inherit in equal shares without distinction as to the
origin of the property. (950)
Article 1008. Children of brothers and
sisters of the half blood shall succeed per capita or per stirpes, in
accordance with the rules laid down for brothers and sisters of the full blood.
(915)
Article 1009. Should there be neither
brothers nor sisters nor children of brothers or sisters, the other collateral
relatives shall succeed to the estate.
The latter
shall succeed without distinction of lines or preference among them by reason
of relationship by the whole blood. (954a)
Article 1010. The right to inherit ab
intestato shall not extend beyond the fifth degree of relationship in the
collateral line. (955a)
SUBSECTION 6. The State
Article 1011. In default of persons entitled
to succeed in accordance with the provisions of the preceding Sections, the
State shall inherit the whole estate. (956a)
Article 1012. In order that the State may
take possession of the property mentioned in the preceding article, the
pertinent provisions of the Rules of Court must be observed. (958a)
Article 1013. After the payment of debts and
charges, the personal property shall be assigned to the municipality or city
where the deceased last resided in the Philippines, and the real estate to the
municipalities or cities, respectively, in which the same is situated.
If the
deceased never resided in the Philippines, the whole estate shall be assigned
to the respective municipalities or cities where the same is located.
Such
estate shall be for the benefit of public schools, and public charitable
institutions and centers, in such municipalities or cities. The court shall
distribute the estate as the respective needs of each beneficiary may warrant.
The court,
at the instance of an interested party, or on its own motion, may order the
establishment of a permanent trust, so that only the income from the property
shall be used. (956a)
Article 1014. If a person legally entitled
to the estate of the deceased appears and files a claim thereto with the court
within five years from the date the property was delivered to the State, such
person shall be entitled to the possession of the same, or if sold, the
municipality or city shall be accountable to him for such part of the proceeds
as may not have been lawfully spent. (n)
CHAPTER 4
Provisions Common to Testate and Intestate Successions
Provisions Common to Testate and Intestate Successions
SECTION 1
Right of Accretion
Right of Accretion
Article 1015. Accretion is a right by virtue
of which, when two or more persons are called to the same inheritance, devise
or legacy, the part assigned to the one who renounces or cannot receive his
share, or who died before the testator, is added or incorporated to that of his
co-heirs, co-devisees, or co-legatees. (n)
Article 1016. In order that the right of
accretion may take place in a testamentary succession, it shall be necessary:
(1)
That two or more persons be called to the same inheritance, or to the same
portion thereof, pro indiviso; and
(2)
That one of the persons thus called die before the testator, or renounce the
inheritance, or be incapacitated to receive it. (928a)
Article 1017. The words "one-half for
each" or "in equal shares" or any others which, though
designating an aliquot part, do not identify it by such description as shall
make each heir the exclusive owner of determinate property, shall not exclude the
right of accretion.
In case of
money or fungible goods, if the share of each heir is not earmarked, there
shall be a right of accretion. (983a)
Article 1018. In legal succession the share
of the person who repudiates the inheritance shall always accrue to his
co-heirs. (981)
Article 1019. The heirs to whom the portion
goes by the right of accretion take it in the same proportion that they
inherit. (n)
Article 1020. The heirs to whom the
inheritance accrues shall succeed to all the rights and obligations which the
heir who renounced or could not receive it would have had. (984)
Article 1021. Among the compulsory heirs the
right of accretion shall take place only when the free portion is left to two
or more of them, or to any one of them and to a stranger.
Should the
part repudiated be the legitime, the other co-heirs shall succeed to it in
their own right, and not by the right of accretion. (985)
Article 1022. In testamentary succession,
when the right of accretion does not take place, the vacant portion of the
instituted heirs, if no substitute has been designated, shall pass to the legal
heirs of the testator, who shall receive it with the same charges and
obligations. (986)
Article 1023. Accretion shall also take
place among devisees, legatees and usufructuaries under the same conditions
established for heirs. (987a)
SECTION 2
Capacity to Succeed by Will or by Intestacy
Capacity to Succeed by Will or by Intestacy
Article 1024. Persons not incapacitated by
law may succeed by will or ab intestato.
The
provisions relating to incapacity by will are equally applicable to intestate
succession. (744, 914)
Article 1025. In order to be capacitated to
inherit, the heir, devisee or legatee must be living at the moment the
succession opens, except in case of representation, when it is proper.
A child
already conceived at the time of the death of the decedent is capable of
succeeding provided it be born later under the conditions prescribed in article
41. (n)
Article 1026. A testamentary disposition may
be made to the State, provinces, municipal corporations, private corporations,
organizations, or associations for religious, scientific, cultural,
educational, or charitable purposes.
All other
corporations or entities may succeed under a will, unless there is a provision
to the contrary in their charter or the laws of their creation, and always
subject to the same. (746a)
Article 1027. The following are incapable of
succeeding:
(1)
The priest who heard the confession of the testator during his last illness, or
the minister of the gospel who extended spiritual aid to him during the same
period;
(2)
The relatives of such priest or minister of the gospel within the fourth
degree, the church, order, chapter, community, organization, or institution to
which such priest or minister may belong;
(3)
A guardian with respect to testamentary dispositions given by a ward in his
favor before the final accounts of the guardianship have been approved, even if
the testator should die after the approval thereof; nevertheless, any provision
made by the ward in favor of the guardian when the latter is his ascendant,
descendant, brother, sister, or spouse, shall be valid;
(4)
Any attesting witness to the execution of a will, the spouse, parents, or
children, or any one claiming under such witness, spouse, parents, or children;
(5)
Any physician, surgeon, nurse, health officer or druggist who took care of the
testator during his last illness;
(6)
Individuals, associations and corporations not permitted by law to inherit.
(745, 752, 753, 754a)
Article 1028. The prohibitions mentioned in
article 739, concerning donations inter vivos shall apply to testamentary
provisions. (n)
Article 1029. Should the testator dispose of
the whole or part of his property for prayers and pious works for the benefit
of his soul, in general terms and without specifying its application, the
executor, with the court's approval shall deliver one-half thereof or its
proceeds to the church or denomination to which the testator may belong, to be
used for such prayers and pious works, and the other half to the State, for the
purposes mentioned in article 1013. (747a)
Article 1030. Testamentary provisions in
favor of the poor in general, without designation of particular persons or of
any community, shall be deemed limited to the poor living in the domicile of
the testator at the time of his death, unless it should clearly appear that his
intention was otherwise.
The
designation of the persons who are to be considered as poor and the
distribution of the property shall be made by the person appointed by the
testator for the purpose; in default of such person, by the executor, and
should there be no executor, by the justice of the peace, the mayor, and the
municipal treasurer, who shall decide by a majority of votes all questions that
may arise. In all these cases, the approval of the Court of First Instance
shall be necessary.
The
preceding paragraph shall apply when the testator has disposed of his property
in favor of the poor of a definite locality. (749a)
Article 1031. A testamentary provision in
favor of a disqualified person, even though made under the guise of an onerous
contract, or made through an intermediary, shall be void. (755)
Article 1032. The following are incapable of
succeeding by reason of unworthiness:
(1)
Parents who have abandoned their children or induced their daughters to lead a
corrupt or immoral life, or attempted against their virtue;
(2)
Any person who has been convicted of an attempt against the life of the
testator, his or her spouse, descendants, or ascendants;
(3)
Any person who has accused the testator of a crime for which the law prescribes
imprisonment for six years or more, if the accusation has been found
groundless;
(4)
Any heir of full age who, having knowledge of the violent death of the
testator, should fail to report it to an officer of the law within a month,
unless the authorities have already taken action; this prohibition shall not
apply to cases wherein, according to law, there is no obligation to make an
accusation;
(5)
Any person convicted of adultery or concubinage with the spouse of the
testator;
(6)
Any person who by fraud, violence, intimidation, or undue influence should
cause the testator to make a will or to change one already made;
(7)
Any person who by the same means prevents another from making a will, or from
revoking one already made, or who supplants, conceals, or alters the latter's
will;
(8)
Any person who falsifies or forges a supposed will of the decedent. (756, 673,
674a)
Article 1033. The cause of unworthiness
shall be without effect if the testator had knowledge thereof at the time he
made the will, or if, having known of them subsequently, he should condone them
in writing. (757a)
Article 1034. In order to judge the capacity
of the heir, devisee or legatee, his qualification at the time of the death of
the decedent shall be the criterion.
In cases
falling under Nos. 2, 3, or 5 of article 1032, it shall be necessary to wait
until final judgment is rendered, and in the case falling under No. 4, the
expiration of the month allowed for the report.
If the
institution, devise or legacy should be conditional, the time of the compliance
with the condition shall also be considered. (758a)
Article 1035. If the person excluded from
the inheritance by reason of incapacity should be a child or descendant of the
decedent and should have children or descendants, the latter shall acquire his
right to the legitime.
The person
so excluded shall not enjoy the usufruct and administration of the property
thus inherited by his children. (761a)
Article 1036. Alienations of hereditary
property, and acts of administration performed by the excluded heir, before the
judicial order of exclusion, are valid as to the third persons who acted in
good faith; but the co-heirs shall have a right to recover damages from the
disqualified heir. (n)
Article 1037. The unworthy heir who is
excluded from the succession has a right to demand indemnity or any expenses
incurred in the preservation of the hereditary property, and to enforce such
credits as he may have against the estate. (n)
Article 1038. Any person incapable of
succession, who, disregarding the prohibition stated in the preceding articles,
entered into the possession of the hereditary property, shall be obliged to
return it together it its accessions.
He shall
be liable for all the fruits and rents he may have received, or could have
received through the exercise of due diligence. (760a)
Article 1039. Capacity to succeed is
governed by the law of the nation of the decedent. (n)
Article 1040. The action for a declaration
of incapacity and for the recovery of the inheritance, devise or legacy shall
be brought within five years from the time the disqualified person took
possession thereof. It may be brought by any one who may have an interest in the
succession. (762a)
SECTION 3
Acceptance and Repudiation of the Inheritance
Acceptance and Repudiation of the Inheritance
Article 1041. The acceptance or repudiation
of the inheritance is an act which is purely voluntary and free. (988)
Article 1042. The effects of the acceptance
or repudiation shall always retroact to the moment of the death of the
decedent. (989)
Article 1043. No person may accept or
repudiate an inheritance unless he is certain of the death of the person from
whom he is to inherit, and of his right to the inheritance. (991)
Article 1044. Any person having the free
disposal of his property may accept or repudiate an inheritance.
Any
inheritance left to minors or incapacitated persons may be accepted by their
parents or guardians. Parents or guardians may repudiate the inheritance left
to their wards only by judicial authorization.
The right
to accept an inheritance left to the poor shall belong to the persons
designated by the testator to determine the beneficiaries and distribute the
property, or in their default, to those mentioned in article 1030. (992a)
Article 1045. The lawful representatives of
corporations, associations, institutions and entities qualified to acquire
property may accept any inheritance left to the latter, but in order to
repudiate it, the approval of the court shall be necessary. (993a)
Article 1046. Public official establishments
can neither accept nor repudiate an inheritance without the approval of the
government. (994)
Article 1047. A married woman of age may
repudiate an inheritance without the consent of her husband. (995a)
Article 1048. Deaf-mutes who can read and
write may accept or repudiate the inheritance personally or through an agent.
Should they not be able to read and write, the inheritance shall be accepted by
their guardians. These guardians may repudiate the same with judicial approval.
(996a)
Article 1049. Acceptance may be express or
tacit.
An express
acceptance must be made in a public or private document.
A tacit
acceptance is one resulting from acts by which the intention to accept is
necessarily implied, or which one would have no right to do except in the
capacity of an heir.
Acts of
mere preservation or provisional administration do not imply an acceptance of
the inheritance if, through such acts, the title or capacity of an heir has not
been assumed. (999a)
Article 1050. An inheritance is deemed
accepted:
(1)
If the heirs sells, donates, or assigns his right to a stranger, or to his
co-heirs, or to any of them;
(2)
If the heir renounces the same, even though gratuitously, for the benefit of
one or more of his co-heirs;
(3)
If he renounces it for a price in favor of all his co-heirs indiscriminately;
but if this renunciation should be gratuitous, and the co-heirs in whose favor
it is made are those upon whom the portion renounced should devolve by virtue
of accretion, the inheritance shall not be deemed as accepted. (1000)
Article 1051. The repudiation of an
inheritance shall be made in a public or authentic instrument, or by petition
presented to the court having jurisdiction over the testamentary or intestate
proceedings. (1008)
Article 1052. If the heir repudiates the
inheritance to the prejudice of his own creditors, the latter may petition the
court to authorize them to accept it in the name of the heir.
The
acceptance shall benefit the creditors only to an extent sufficient to cover
the amount of their credits. The excess, should there be any, shall in no case
pertain to the renouncer, but shall be adjudicated to the persons to whom, in
accordance with the rules established in this Code, it may belong. (1001)
Article 1053. If the heir should die without
having accepted or repudiated the inheritance his right shall be transmitted to
his heirs. (1006)
Article 1054. Should there be several heirs
called to the inheritance, some of them may accept and the others may repudiate
it. (1007a)
Article 1055. If a person, who is called to
the same inheritance as an heir by will and ab intestato, repudiates the
inheritance in his capacity as a testamentary heir, he is understood to have
repudiated it in both capacities.
Should he
repudiate it as an intestate heir, without knowledge of his being a testamentary
heir, he may still accept it in the latter capacity. (1009)
Article 1056. The acceptance or repudiation
of an inheritance, once made, is irrevocable, and cannot be impugned, except
when it was made through any of the causes that vitiate consent, or when an
unknown will appears. (997)
Article 1057. Within thirty days after the
court has issued an order for the distribution of the estate in accordance with
the Rules of Court, the heirs, devisees and legatees shall signify to the court
having jurisdiction whether they accept or repudiate the inheritance.
If they do
not do so within that time, they are deemed to have accepted the inheritance.
(n)
SECTION 4
Executors and Administrators
Executors and Administrators
Article 1058. All matters relating to the
appointment, powers and duties of executors and administrators and concerning
the administration of estates of deceased persons shall be governed by the
Rules of Court. (n)
Article 1059. If the assets of the estate of
a decedent which can be applied to the payment of debts are not sufficient for
that purpose, the provisions of articles 2239 to 2251 on Preference of Credits
shall be observed, provided that the expenses referred to in article 2244, No.
8, shall be those involved in the administration of the decedent's estate. (n)
Article 1060. A corporation or association
authorized to conduct the business of a trust company in the Philippines may be
appointed as an executor, administrator, guardian of an estate, or trustee, in
like manner as an individual; but it shall not be appointed guardian of the
person of a ward. (n)
SECTION 5
Collation
Collation
Article 1061. Every compulsory heir, who
succeeds with other compulsory heirs, must bring into the mass of the estate
any property or right which he may have received from the decedent, during the
lifetime of the latter, by way of donation, or any other gratuitous title, in
order that it may be computed in the determination of the legitime of each
heir, and in the account of the partition. (1035a)
Article 1062. Collation shall not take place
among compulsory heirs if the donor should have so expressly provided, or if
the donee should repudiate the inheritance, unless the donation should be
reduced as inofficious. (1036)
Article 1063. Property left by will is not
deemed subject to collation, if the testator has not otherwise provided, but
the legitime shall in any case remain unimpaired. (1037)
Article 1064. When the grandchildren, who
survive with their uncles, aunts, or cousins, inherit from their grandparents
in representation of their father or mother, they shall bring to collation all
that their parents, if alive, would have been obliged to bring, even though
such grandchildren have not inherited the property.
They shall
also bring to collation all that they may have received from the decedent
during his lifetime, unless the testator has provided otherwise, in which case
his wishes must be respected, if the legitime of the co-heirs is not
prejudiced. (1038)
Article 1065. Parents are not obliged to
bring to collation in the inheritance of their ascendants any property which
may have been donated by the latter to their children. (1039)
Article 1066. Neither shall donations to the
spouse of the child be brought to collation; but if they have been given by the
parent to the spouses jointly, the child shall be obliged to bring to collation
one-half of the thing donated. (1040)
Article 1067. Expenses for support,
education, medical attendance, even in extraordinary illness, apprenticeship,
ordinary equipment, or customary gifts are not subject to collation. (1041)
Article 1068. Expenses incurred by the
parents in giving their children a professional, vocational or other career
shall not be brought to collation unless the parents so provide, or unless they
impair the legitime; but when their collation is required, the sum which the
child would have spent if he had lived in the house and company of his parents
shall be deducted therefrom. (1042a)
Article 1069. Any sums paid by a parent in
satisfaction of the debts of his children, election expenses, fines, and
similar expenses shall be brought to collation. (1043a)
Article 1070. Wedding gifts by parents and
ascendants consisting of jewelry, clothing, and outfit, shall not be reduced as
inofficious except insofar as they may exceed one-tenth of the sum which is
disposable by will. (1044)
Article 1071. The same things donated are
not to be brought to collation and partition, but only their value at the time
of the donation, even though their just value may not then have been assessed.
Their
subsequent increase or deterioration and even their total loss or destruction,
be it accidental or culpable, shall be for the benefit or account and risk of
the donee. (1045a)
Article 1072. In the collation of a donation
made by both parents, one-half shall be brought to the inheritance of the
father, and the other half, to that of the mother. That given by one alone
shall be brought to collation in his or her inheritance. (1046a)
Article 1073. The donee's share of the
estate shall be reduced by an amount equal to that already received by him; and
his co-heirs shall receive an equivalent, as much as possible, in property of
the same nature, class and quality. (1047)
Article 1074. Should the provisions of the
preceding article be impracticable, if the property donated was immovable, the
co-heirs shall be entitled to receive its equivalent in cash or securities, at
the rate of quotation; and should there be neither cash or marketable
securities in the estate, so much of the other property as may be necessary
shall be sold at public auction.
If the
property donated was movable, the co-heirs shall only have a right to select an
equivalent of other personal property of the inheritance at its just price.
(1048)
Article 1075. The fruits and interest of the
property subject to collation shall not pertain to the estate except from the
day on which the succession is opened.
For the
purpose of ascertaining their amount, the fruits and interest of the property
of the estate of the same kind and quality as that subject to collation shall
be made the standard of assessment. (1049)
Article 1076. The co-heirs are bound to
reimburse to the donee the necessary expenses which he has incurred for the
preservation of the property donated to him, though they may not have augmented
its value.
The donee
who collates in kind an immovable which has been given to him must be
reimbursed by his co-heirs for the improvements which have increased the value
of the property, and which exist at the time the partition if effected.
As to
works made on the estate for the mere pleasure of the donee, no reimbursement
is due him for them; he has, however, the right to remove them, if he can do so
without injuring the estate. (n)
Article 1077. Should any question arise
among the co-heirs upon the obligation to bring to collation or as to the
things which are subject to collation, the distribution of the estate shall not
be interrupted for this reason, provided adequate security is given. (1050)
SECTION 6
Partition and Distribution of the Estate
Partition and Distribution of the Estate
SUBSECTION 1. Partition
Article 1078. Where there are two or more
heirs, the whole estate of the decedent is, before its partition, owned in
common by such heirs, subject to the payment of debts of the deceased. (n)
Article 1079. Partition, in general, is the
separation, division and assignment of a thing held in common among those to
whom it may belong. The thing itself may be divided, or its value. (n)
Article 1080. Should a person make partition
of his estate by an act inter vivos, or by will, such partition shall be
respected, insofar as it does not prejudice the legitime of the compulsory
heirs.
A parent
who, in the interest of his or her family, desires to keep any agricultural,
industrial, or manufacturing enterprise intact, may avail himself of the right
granted him in this article, by ordering that the legitime of the other
children to whom the property is not assigned, be paid in cash. (1056a)
Article 1081. A person may, by an act inter
vivos or mortis causa, intrust the mere power to make the partition after his
death to any person who is not one of the co-heirs.
The
provisions of this and of the preceding article shall be observed even should
there be among the co-heirs a minor or a person subject to guardianship; but
the mandatary, in such case, shall make an inventory of the property of the
estate, after notifying the co-heirs, the creditors, and the legatees or
devisees. (1057a)
Article 1082. Every act which is intended to
put an end to indivision among co-heirs and legatees or devisees is deemed to
be a partition, although it should purport to be a sale, and exchange, a
compromise, or any other transaction. (n)
Article 1083. Every co-heir has a right to
demand the division of the estate unless the testator should have expressly
forbidden its partition, in which case the period of indivision shall not
exceed twenty years as provided in article 494. This power of the testator to
prohibit division applies to the legitime.
Even
though forbidden by the testator, the co-ownership terminates when any of the
causes for which partnership is dissolved takes place, or when the court finds
for compelling reasons that division should be ordered, upon petition of one of
the co-heirs. (1051a)
Article 1084. Voluntary heirs upon whom some
condition has been imposed cannot demand a partition until the condition has
been fulfilled; but the other co-heirs may demand it by giving sufficient
security for the rights which the former may have in case the condition should
be complied with, and until it is known that the condition has not been
fulfilled or can never be complied with, the partition shall be understood to
be provisional. (1054a)
Article 1085. In the partition of the
estate, equality shall be observed as far as possible, dividing the property
into lots, or assigning to each of the co-heirs things of the same nature,
quality and kind. (1061)
Article 1086. Should a thing be indivisible,
or would be much impaired by its being divided, it may be adjudicated to one of
the heirs, provided he shall pay the others the excess in cash.
Nevertheless,
if any of the heirs should demand that the thing be sold at public auction and
that strangers be allowed to bid, this must be done. (1062)
Article 1087. In the partition the co-heirs
shall reimburse one another for the income and fruits which each one of them
may have received from any property of the estate, for any useful and necessary
expenses made upon such property, and for any damage thereto through malice or
neglect. (1063)
Article 1088. Should any of the heirs sell
his hereditary rights to a stranger before the partition, any or all of the
co-heirs may be subrogated to the rights of the purchaser by reimbursing him
for the price of the sale, provided they do so within the period of one month
from the time they were notified in writing of the sale by the vendor. (1067a)
Article 1089. The titles of acquisition or
ownership of each property shall be delivered to the co-heir to whom said
property has been adjudicated. (1065a)
Article 1090. When the title comprises two
or more pieces of land which have been assigned to two or more co-heirs, or
when it covers one piece of land which has been divided between two or more
co-heirs, the title shall be delivered to the one having the largest interest,
and authentic copies of the title shall be furnished to the other co-heirs at
the expense of the estate. If the interest of each co-heir should be the same,
the oldest shall have the title. (1066a)
SUBSECTION 2. Effects of Partition
Article 1091. A partition legally made
confers upon each heir the exclusive ownership of the property adjudicated to
him. (1068)
Article 1092. After the partition has been
made, the co-heirs shall be reciprocally bound to warrant the title to, and the
quality of, each property adjudicated. (1069a)
Article 1093. The reciprocal obligation of
warranty referred to in the preceding article shall be proportionate to the
respective hereditary shares of the co-heirs, but if any one of them should be
insolvent, the other co-heirs shall be liable for his part in the same proportion,
deducting the part corresponding to the one who should be indemnified.
Those who
pay for the insolvent heir shall have a right of action against him for
reimbursement, should his financial condition improve. (1071)
Article 1094. An action to enforce the
warranty among heirs must be brought within ten years from the date the right
of action accrues. (n)
Article 1095. If a credit should be assigned
as collectible, the co-heirs shall not be liable for the subsequent insolvency
of the debtor of the estate, but only for his insolvency at the time the
partition is made.
The
warranty of the solvency of the debtor can only be enforced during the five
years following the partition.
Co-heirs
do not warrant bad debts, if so known to, and accepted by, the distributee. But
if such debts are not assigned to a co-heir, and should be collected, in whole
or in part, the amount collected shall be distributed proportionately among the
heirs. (1072a)
Article 1096. The obligation of warranty
among co-heirs shall cease in the following cases:
(1)
When the testator himself has made the partition, unless it appears, or it may
be reasonably presumed, that his intention was otherwise, but the legitime
shall always remain unimpaired;
(2)
When it has been so expressly stipulated in the agreement of partition, unless
there has been bad faith;
(3)
When the eviction is due to a cause subsequent to the partition, or has been
caused by the fault of the distributee of the property. (1070a)
SUBSECTION 3. Rescission and Nullity of Partition
Article 1097. A partition may be rescinded
or annulled for the same causes as contracts. (1073a)
Article 1098. A partition, judicial or
extra-judicial, may also be rescinded on account of lesion, when any one of the
co-heirs received things whose value is less, by at least one-fourth, than the
share to which he is entitled, considering the value of the things at the time
they were adjudicated. (1074a)
Article 1099. The partition made by the
testator cannot be impugned on the ground of lesion, except when the legitime
of the compulsory heirs is thereby prejudiced, or when it appears or may
reasonably be presumed, that the intention of the testator was otherwise.
(1075)
Article 1100. The action for rescission on
account of lesion shall prescribe after four years from the time the partition
was made. (1076)
Article 1101. The heir who is sued shall
have the option of indemnifying the plaintiff for the loss, or consenting to a
new partition.
Indemnity
may be made by payment in cash or by the delivery of a thing of the same kind
and quality as that awarded to the plaintiff.
If a new
partition is made, it shall affect neither those who have not been prejudiced
nor those have not received more than their just share. (1077a)
Article 1102. An heir who has alienated the
whole or a considerable part of the real property adjudicated to him cannot
maintain an action for rescission on the ground of lesion, but he shall have a
right to be indemnified in cash. (1078a)
Article 1103. The omission of one or more
objects or securities of the inheritance shall not cause the rescission of the
partition on the ground of lesion, but the partition shall be completed by the
distribution of the objects or securities which have been omitted. (1079a)
Article 1104. A partition made with
preterition of any of the compulsory heirs shall not be rescinded, unless it be
proved that there was bad faith or fraud on the part of the other persons
interested; but the latter shall be proportionately obliged to pay to the
person omitted the share which belongs to him. (1080)
Article 1105. A partition which includes a
person believed to be an heir, but who is not, shall be void only with respect
to such person. (1081a)
Source: Civil Code of the Philipines
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