Effects Succession Monograph

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    Effect When Heir Predeceased Or Is Incapacitated Or Disqualified> In order for an heir to inherit, he must be alive, capable and willing to inherit at

    the time of the opening of the succession of the decedent or testator. The death of an heir

    extinguishes his legal personality. Lacking such, the heir who predeceased can no longer

    inherit. However, the right to inherit may be passed to certain individuals depending on the

    circumstances.

    1. Forced Succession

    The right of representation will apply. In absence of any representatives, the share

    left vacant will go to the co-heirs in their own right. In default of co-heirs, intestacy will

    apply.

    2. Testamentary Succession

    General Rule: An heir who dies before the testator shall transmit no right to his

    own heirs. This rule is absolute with respect to a voluntary heir but not with respect to

    compulsory heir.

    A voluntary heir is an heir who called to the whole or to an aliquot part of the free

    portion of the inheritance by virtue of will. There is no right of representation in case of

    predecease and incapacity.

    On the other hand, in case of compulsory heir, what is transmitted to the

    representatives of the compulsory heir is his right to the legitime and not to the free portion

    in case he has been instituted by the testator to the whole or to an aliquot part of such free

    portion since the right of representation pertains only to the legitime and not to the free

    portion.

    If the share is made vacant due to the predecease or incapacity of the instituted heir,

    the share passes to any substitute if named. If there is no substitute, the share goes to the

    co-heirs by accretion.

    3. Legal Succession

    The right of representation will apply. Legitimate or illegitimate descendants mayrepresent in the direct line. In the collateral line only nephews and nieces of the decedent

    may represent their parents (brothers and sisters of the deceased).

    The rule under Art. 968 where the share(s) which are rendered vacant shall pass to

    the co-heirs of the incapacitated heir by right of accretion are not absolute. If the

    incapacitated heir happens to be a child or descendant of the share which is rendered

    vacant by reason of incapacity shall pass to such children or descendents by right of

    representation. The inheritance shall be distributed among them per stirpes and not per

    capita. Therefore, the right of representation is superior to the right of accretion.

    Effect When Heir Repudiates> Repudiation occurs when the heir renounces his inheritance. Both compulsory

    and testamentary heirs may do so.

    1. Forced Succession

    The heir who repudiated cannot be represented. The vacant share passes to co-heirs

    through accretion.

    2. Testamentary Succession

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    The heir who repudiated cannot be represented. The vacant share passes to the

    substitute, if any. If there is no substitute, then the share passes by accretion to the co-heir.

    3. Legal Succession

    The heir who repudiated cannot be represented. The vacant share passes to co-heirs

    through accretion. This rule is absolute because as a rule an heir who repudiates his

    inheritance may not be represented. Therefore, the inheritance shall be distributed among

    them per capita.

    Effect When Heir Is Disinherited>The most important effect of disinheritance is the deprivation of the compulsory

    heir who is disinherited of any participation in the inheritance.

    1. Forced Succession

    The right of representation will apply. However it is only applicable in the direct

    descending line but never in ascending line.

    In absence of any representatives, the share left vacant will go to the co-heirs in

    their own right. In default of co-heirs, intestacy will apply.

    2. Testamentary Succession

    The right of representation will not apply when an heir is validly disinherited for the

    reason that, the right of representation pertains only to the legitime and not to the free

    portion.

    3. Legal Succession

    The right of representation will not apply.