WILLS AND SUCCESSION CASESProf. Myra Angeli A. Gallardo-Batungbakal

Instructions: Read Articles 804 to 824. Be ready for recitation on the codal provisions and the enumerated cases hereunder.

FIRST LIST

Inheritance Nacar vs. Nistal, L-3306, December 8, 1982 Anderson v. Perkins, L-15388, January 31, 1961Rights to the succession are transmitted from the moment of death Maria Vda. De Reyes, et. al. vs. CA, G.R. 92436, July 26, 1992 Danilo I. Suarez, et. al. v. CA, et. al., G.R. No, 94918, September 2, 1992Intestate Nelia A. Constantino v. CA, et.al., G.R. No. 116018, November 13, 1996, 76 SCAD 47Heirs Heirs of Yaptinchay vs. Court of Appeals Valente Raymundo v. Teofisto Isagon Vda. De Suarez, et.al., G.R. No. 149017, November 28,2008 Development Bank of the Philippines vs. Ella Garagani, Isagani, Adrian, Natahniel, Nieva, Jonathan, Dionesio, Florence and Jeremias, all surnamed Asok, G.R. No. 172248, September 17, 2008Requisites of a formal will Paz Samaniego-Celada v. Lucia D. Abena, G.R. No. 14545, June 30, 2008 Manuel L. Lee vs. Atty. Regino B. Tambago, AC No. 5281, February 12, 2008 Danilo Aluad, Leonora Aluad, Divina Aluad, Prospero Aluad, and Connie Aluad v. Zenaido Aluad, G.R. No. October 17, 2008

SECOND LIST

Testamentary Capacity1. Estate of the Deceased Victorina Villaranda, Eusebia Lim, petitioner-appellant vs. Juliana Chinco, oppositor-appellee, G. R. No. L-33592, March 31, 1931;2. Agustin Barrera, et al. vs. Jose Tanjoco, et al., G.R. No. L-5263, February 17, 1954;3. The Heirs of the Late Matilde Montinola-Sanson v. CA and Eduardo Hernandez, G.R. No. 76648;

Holographic Will4. Spouse Roberto and Thelma Ajero v CA and Clemente Sand, G.R. No 106720, Sept. 15, 1994

Intrinsic and Extrinsic Validity5. Testate Estate of Edward Christensen Aznar v Christensen Garcia, L- 6759, January 31, 1963;6. Bellis v.Bellis, L-23678, June 6, 1967;7. Lources Dorotheo v. CA, Nilda Quintana, et al., G.R. No. 108581, December 8, 1999

Notarial Will8. Felix Azuela v. CA, Geralda Aida Castillo, substituted by Ernesto Castillo, G.R. No. 12280, April 12, 2006;

Blind Testator9. In the Matter of the Probate of the Last Will and Testament of the Deceased Brigido Alvarado, Cesar Alvarado, petitioner, v. Hon. Ramon G. Gaviola, Jr., et al., G.R.No. 74695, September 14, 1993;

Heirs10. Salud Teodo Vda. De Perez v. Hon. Zotico A. Tolete, in his capacity as Presiding Judge Br. 18, RTC, Bulacan, G.R. No. 76714, June 2, 1994.

THIRD LIST

Instructions: Read the cases cited below. Be prepared for articles 851-885.

EXTRINSIC VALIDITYGarcia v. La Cuesta, et al., L-4067, November 29, 1961Yap Tua v. Yap Ka Kuan, 27 Phil. 579 (1914) [signature; signature: first name]Abangan v. Abangan, 40 Phil. 476 (1919)Lopez v. Liboro, 81 Phil. 429 (1948) [signing witha thumbmark; substantial compliance]Garcia v. Lacuesta v. 90 Phil. 489 (1951) [signing with a cross]Taboada v.Rosal, G.R. No. L-36033, November 5, 1982 [attestation clause]Nera v. Rimando, 18 Phil. 450 (1911) [in the presence]

SUBSTANTIVE OR INTRINSIC VALIDITYLlorente v. CA, G.R. No. 124371, November 23, 2000 [wife had an illicit relationship with her husbands brother while husband was in the US]Bellis v. Bellis,20 SCRA 358Cayetano v. Leonidas, 129 SCRA 522

JOINT WILLSAlsua-Betts v. CA, G.R. No.L-4643031, July 30,1979

WITNESSES TO WILLSGonzales v. CA, No. L-37453, May 25, 1979

REVOCATION OF WILLS AND TESTAMENTARY DISPOSITIONSTestate Estate of Adriana Maloto v. CA, G.R. No. 76464, February 29,1988(on the Doctrine of Dependent Relative Revocation)Gan v. Yap, G.R. L-12190, August 30, 1958Rodelas v. Aranza, G.R. No. L-58509, December 7, 1982Gago v. Mamuyac, 49 Phil 902 (1927)

ALLOWANCE AND DISALLOWANCE OF WILLSLopez v. Gonzaga, et al., L-18788, January 31, 1964 [need for a probate]Caniza v. Court of Appeals, G.R. No. 110427, February 24, 1997 [effect of no probate right is inchoate unless the will is probated]Sps. Pascual v. CA, G.R. No. 115925, August 15, 2003 [effect of no probate]Pastor v. Court of Appeals, G.R. No. 56340, June 24, 1983 [validity of a will]Re- Testate of Suntay, L-3080, November 5, 1964 [no opposition to probate of the lost or destroyed will]Ngo The Hua v. Chung Kiat Kung, L-17091, Sept. 30, 1963 [intervention]Heirs of Lasam v. UmenganG.R. No. 168156, December 6, 2006 [testators capacity]Seangio v. Reyes, G.R. Nos. 1403371-72, November 27, 2006 [probate and right of disposition]Guevara v. Guevara, 74 Phil. 479 [no prescription]Maloles II. V. Phillips, G.R. Nos. 129-505 & 133359, January 31, 2000 [probate during lifetime of the testator]

GROUNDS FOR DISALLOWANCE OF WILLSSps. Ajero v. CA, G.R. No. 106720, September 15, 1994 [grounds exclusive]

INSTITUTION OF HEIRAustria v. Reyes, G.R. No. L-23079, February 27, 1970 [invalidation of institution based on false cause; requisites]JLT Agro, Inc. v. Balansang, G.R. No. 141882, March 11, 2005 [preterition]Nuguid v. Nuguid, G.R. No. L-23445, June 23, 1966 [preterition v. disinheritance]

SUBSTITUTION OF HEIRSPerez v. Garchitorena, 54 Phil. 431 (1930) [fiduciary]Philippine Commercial and Industrial Bank v. Escolin, G.R. Nos. L-27860 & L-27896 [no fideicommissary substitution]

CONDITIONS, MODES, AND TERMSMiciano v. Brimo, 50 Phil. 867 (1924) [void condition]Rabadilla v. CA, G.R. No. 113725, June 29, 2000 [condition; effect; mod]

FOURTH LISTInstructions: Read the cases cited below. Be prepared for articles 871-914.

Legitime (In General)Raymundo v. Vda De Suarez, G.R. No. 149017, November 28, 2008 [compulsory succession defined]

Compulsory HeirsLapuz v. Eufemio, 43 SCRA 177 (1972) [when legal separation is pending]Baritua v. CA, 183 SCRA 565 (1990) [estrangement not a legal ground for disqualification]Raymundo v. Vda De Suarez, G.R. No. 149017, November 28, 2008 [primary compulsory heirs and secondary compulsory heirs]Reyes v. CA, G.R. No. 39537, March 19, 1985 [natural and spurious children]

Reserva TroncalPadura v. Baldovino, G.R. No. L-11960, December 1958 (unreported); See 104 Phil 1065Gonzales v. CFI Manila, G.R.No. L-34395, May 19, 1981 [purpose]Edroso v. Sablan, 25 Phil. 295 [purpose]Gonzales v. CFI Manila, G.R. No. L-3435, May 1981 [persons involved]Florentino v. Florentino, 40 Phill 480 (4th civil degree excluded; cannot inherit the reserved property)Nieva v. Alcala, 41 Phil. 915 (1920) [reserve troncal applies only to legitimate family]Sumaya v. IAC, G.R. Nos. 68843-44, September 2, 1991 [upon the death of the reservista]Carillo v. De Paz, G.R. No. L-22601, October 28, 1966 [prescriptive period]

Computation of LegitimePagkatipunan v. IAC, G.R. No. 70722, July 3, 1991 [manner of computation]Heirs of Marcelino Doronio v. Heirs of Fortunata Doronio, G.R. No. 169454, December 27, 2007 [manner of computation]

FIFTH LIST

DisinheritanceChua vs. Cabangbang, 27 SCRA 791

Legacies and DevisesFuentes v. Canon, 6 Phil 117 (1906)Chiong Joc-Soy vs. Vano, 8 Phil 119 (1907)Philippine Trust Company v. Webber, 56 Phil 522 (1932)

SIXTH LISTInstructions: Read the cases cited below. Read Articles 960-1057. Be ready for recitation on the cases and the articles.

Legal or Intestate SuccessionTestate Estate of the Late Adrian Maloto v. Maloto, L-32328, September 30, 1977 (re: jurisdiction of the intestate court)Ortanez-Enderes v. CA, 321 SCRA 178 (re: jurisdiction of the RTC as a probate or intestate court and question of ownership)Heirs of the Late Mario V. Changlionco Adm. Matter 190-RET., October 18, 1977 (re: retirement benefits, salary adjustments, and unused vacation and sick leaves)Bagunu v. Piedad, G.R. 140975, December 8, 2000 (right of representation)Salao, et al. v. Salao, L-26699, March 16, 1976 (representation in collateral lines)Saguinsin v. Lindayag, et. al., L-17759, December 17,1962 (re: presence of adopted children)Banawa v.Mirano, L-24750, May 16, 1980 (reversion adoptive)Diaz, et al. v. IAC, et al., L-6674, June 17, 1987 (re: iron curtain rule)Leonardo v. CA, G. R. No. 51263, February 28, 1983 (re: barrier rule)Corpus v. Administrator, L-22469, October 23, 1978 (re: barrier rule)Manuel v. Ferrer, 63 SCAD 764 [1995] (principle of absolute separation between the legitimate family and the illegitimate family)Tolentino v. Para, GR 43905, May 3, 1983 (surviving legitimate wife and bigamous wife)Heirs of the Late Mario V. Changlionco Adm. Matter 190-RET., October 18, 1977 (re: distribution of estate where the estate is left to a surviving spouse, legitimate son, and two recognized illegitimate children)Del Rosario v. Conanan, L-37903, March 30, 1977 (re: distribution of estate where the deceased leaves a surviving spouse, legitimate mother, and an adopted daughter)Sarita v. Candia, 23 Phil. 443 (re: right of representation in the collateral line)Fuentes v. Cruz, 36 O.G. No. 103, p. 1813 (re: collateral heirs and institution of the widow as sole heir)Filomena Abellana de Bacayo v. Gaudencio Ferraris de Borromeo, et al., L- 19382, August 31, 1965 (re: aunt vs. nephews and nieces)Bicomong v. Almanza, L-37365, Nov. 29, 1977 (re: nephews and nieces inherit in their own right)AccretionPolicarpio v. Salamat, L-218091, January 31, 1966 (accretion)Torres v. Lopez, 49 Phil. 504 (co-heir gets the share by accretion)Nepomuceno v. CA, GR 62952, October 9, 1985 (concubinage)1