Effects Succession Monograph
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Transcript of Effects Succession Monograph
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7/29/2019 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.