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FUNDAMENTALS OF SUCCESSION
What is succession?
Succession is the placing of one person in the place of another and defined
as the transmission of rights and properties from one to another. In this sense,
succession may be inter vivos or mortis causa, depending upon whether
the transfer is effective during the lifetime or inter vivos of the giver, or after
his death or mortiscausa.
Decedent who is the person who died and whose property is transmitted
through succession. It is the general term applied to the person whose
property is transmitted through succession, whether or not he left a will. The
testator is the decedent whose properties are to be transferred to his
successor through a written will. A transfer of property from a decedent
without a will is called intestate.
“Art. 775. In this Title, “decedent” is the general term applied to the
person whose property is transmitted through succession, whether or
not he left a will. If he left a will, he is also called the testator. (n)”
Successor or the heir is the person to whom the property or property rights is to be
transferred. They may also be called as heirs, devisees or legatees which is
defined by law as:
Devisees and legatees are persons to whom gifts of real and personal property
are respectively given by virtue of a will. (n)
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ATTY. ROLANDO B. PAGTOLON-AN, REB, REA
iACADEMY School of Business
Death of the decedent
The rights to the succession are transmitted from the moment of the death
of the decedent.
Compulsory heirs are those for whom the legitime is reserved by law, and
who succeed whether the testator likes it or not. They cannot be deprived
by the testator of their legitime except by disinheritance properly effected.
They may be primary or those who have precedence over and exclude
other Compulsory Heirs as in the case of Legitimate Children and
Descendants (LCD);
They may also be secondary or those who succeed only in the absence of
the Primary Compulsory Heirs as in the cases of Legitimate Parents and
Ascendants (LPA); Lastly, they may also be concurring o those who
succeed together with the Primary or Secondary Heirs as in the cases of
Illegitimate Children and Descendants (ICD)Surviving Spouse (SS)
Voluntary heirs are those other than the compulsory heirs. The devisee is the
person to whom a gift of real property is given by virtue of a will while a
legatee is the person to whom a gift of personal property (bequest) is given
by virtue of a will.
The estate may be settled judicially or through the aid of courts or extra-
judicially or only among the parties concerned.
Note: (The affidavit must be executed by the heirs and must contain the
necessary allegations to support a valid extrajudicial settlement of estate.
The affidavit shall be published in a newspaper of general circulation, once
a week for three (3) consecutive weeks.)
Executor or the person named in the will by the testator to carry out its
contents.
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ATTY. ROLANDO B. PAGTOLON-AN, REB, REA
iACADEMY School of Business
Administrator or the person appointed by the court to administer and
distribute the estate of the decedent if there is no will, or if no executor
named in the will, or if the person named in the will does not act or execute
its contents.
Any person who is 18 years old and above of sound mind may make a valid
last will and testament.
What is a will?
What is a codicil?
What is disinheritance?
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ATTY. ROLANDO B. PAGTOLON-AN, REB, REA
iACADEMY School of Business
“Art. 919. The following shall be sufficient causes for the disinheritance
of children and descendants, legitimate as well as illegitimate:
*No judicial demand is needed for the law does not require this. Note
that when a judicial pronouncement is needed, the law says so.
“Art. 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;
(6) The loss of parental authority for causes specified in this Code;
(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)
*Note well that this paragraph does not apply when the attempt is
against the life of a person other than the other parent. When a
father for instance attempts to kill his own father-in-law, the son of
the offending father cannot disinherit him on this ground.”
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ATTY. ROLANDO B. PAGTOLON-AN, REB, REA
iACADEMY School of Business
“Art. 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;
(4) When the spouse has given cause for legal separation;
(5) When the spouse has given grounds for the loss of parental
authority;
There is intestate succession when there is no written will, the will is void, the
will lost its validity or no one is named as successor in the will.
“Art. 780. Mixed succession is that effected partly by will and partly by
operation of law. (n)”
*A testator made a will but omitted some properties, rights or has acquired some
properties after the execution of his last will and testament.
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ATTY. ROLANDO B. PAGTOLON-AN, REB, REA
iACADEMY School of Business