Civil Code of The Philippines
TITLE IV SUCCESSION
CHAPTER 1 General Provisions
Article 774. Succession is a mode of
acquisition by virtue of which the property, rights and obligations to the
extent of the value of the inheritance, of a person are transmitted through his
death to another or others either by his will or by operation of law. (n)
Article 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)
Article 776. The inheritance includes all the
property, rights and obligations of a person which are not extinguished by his
death. (659)
Article 777. The rights to the succession are
transmitted from the moment of the death of the decedent. (657a)
Article 778. Succession may be: (1)
Testamentary; (2) Legal or intestate; or (3) Mixed. (n)
Article 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)
Article 780. Mixed succession is
that effected partly by will and partly by operation of law. (n)
Article 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)
Article 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
Article 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)
Article 784. The making of a will
is a strictly personal act; it cannot be left in whole or in part to the
discretion of a third person, or accomplished through the instrumentality of an
agent or attorney. (670a)
Article 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)
Article 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)
Article 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)
Article 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)
Article 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)
Article 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 the will was drawn solely by the testator, and that he was
unacquainted with such technical sense. (675a)
Article 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)
Article 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)
Article 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)
Article 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)
Article 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
Article 796. All persons who are
not expressly prohibited by law may make a will. (662)
Article 797. Persons of either sex under eighteen
years of age cannot make a will. (n)
Article 798. In order to make a will it is
essential that the testator be of sound mind at the time of its execution. (n)
Article 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)
Article 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) Article 801.
Supervening incapacity does not invalidate an effective will, nor is the will
of an incapable validated by the supervening of capacity. (n)
Article 802. A married woman may
make a will without the consent of her husband, and without the authority of
the court. (n)
Article 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 Article 804. Every will must be in writing and executed in a language or
dialect known to the testator. (n)
Article 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)
Article 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)
Article 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)
Article 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)
Article 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)
Article 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)
Article 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)
Article 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)
Article 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) Article 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)
Article 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)
Article 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)
Article 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)
Article 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)
Article 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
Article 820. Any person of sound
mind and of the age of eighteen years or more, and not blind, 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)
Article 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)
Article 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)
Article 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)
Article 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
Article 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)
Article 826. In order that a
codicil may be effective, it shall be executed as in the case of a will. (n)
Article 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
Article 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)
Article 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)
Article 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)
Article 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
later wills. (n)
Article 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)
Article 833. A revocation of a will based on a
false cause or an illegal cause is null and void. (n)
Article 834. The recognition of
an illegitimate child does not lose its legal effect, even though the will
wherein it was made should be revoked. (741)
SUBSECTION 7. Republication and Revival
of Wills
Article 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)
Article 836. The execution of a
codicil referring to a previous will has the effect of republishing the will as
modified by the codicil. (n)
Article 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
Article 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)
Article 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
Article 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)
Article 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)
Article 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) Article 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)
Article 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 other proof, the person
instituted cannot be identified, none of them shall be an heir. (773a)
Article 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)
Article 846. Heirs instituted
without designation of shares shall inherit in equal parts. (765)
Article 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)
Article 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)
Article 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)
Article 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)
Article 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) Article 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) Article 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) Article 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)
Article 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)
Article 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
Article 857. Substitution is the
appointment of another heir so that he may enter into the inheritance in
default of the heir originally instituted. (n)
Article 858. Substitution of
heirs may be: (1) Simple or common; (2) Brief or compendious; (3) Reciprocal;
or (4) Fideicommissary. (n)
Article 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)
Article 860. Two or more persons
may be substituted for one; and one person for two or more heirs. (778)
Article 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)
Article 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)
Article 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)
Article 864. A fideicommissary
substitution can never burden the legitime. (782a)
Article 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)
Article 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)
Article 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 or 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)
Article 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)
Article 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)
Article 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
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
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
onefourth 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 onefourth 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
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
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
SECTION 1 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
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
SECTION 1 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
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
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
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 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 coheirs 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
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)
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