succession tables

BarOps ‘99

CETABLES

Set 1.

SUMMARY OF THE FORMALITIES WHICH MAY BE OBSERVED IN THE EXECUTION OF A
WILL

FOREIGN ELEMENT NON-RESIDENT NON-RESIDENT RESIDENT ALIEN
SOUGHT TO BE FILIPINO  ALIEN
 ADDRESSED Domicile Domicile #n$
Citizen!i" Citizen!i"
%HAT LA% MA& BE
 APPLICABLE P!ili""ine l#' P!ili""ine l#' P!ili""ine l#'
Domicili#() l#' Tet#to(, Tet#to(, n#tion#l

Le* loci n#tion#l l#' l#'
cele+(#cione Domicili#() l#'

QUALIFICATIONS OF A WITNESS AND A TESTATOR

%ITNESS TESTATOR

1. 1 )e#( o #/e 1. S#me
0. P!)ic#ll) it not $e#2 $3m+2 o( +lin$4 0. M#) +e +lin$2 $e#2 o( $e#-m3te
5. Lite(#te2 #+le to (e#$ #n$ '(ite 5. No lite(#() (e>3i(ement
6. No "(io( con7iction "e(83()9#le 6. No 3c! (e>3i(ement
:. No 3c! (e>3i(ement
tetimon)9#liic#tion4 ;. No 3c! (e>3i(ement
:. Domicile$ in t!e P!ili""ine =. O o3n$ min$
;. Not not#() P3+lic +eo(e '!om t!e 'ill

i #c<no'le$/e$
=. O o3n$ mine$

Set 0.

DIFFERENTIATE BETWEEN PRETERITION AND DISINHERITANCE

DISINHERITANCE PRETERITION
Diin!e(it#nce i t!e e*"(e $e"(i7#tion o 
le/itime P(ete(ition i t!e t#cit $e"(i7#tion o
 Al'#) 7ol3nt#() le/itime
M#) #lo +e 7ol3nt#() +3t i "(e3me$ to
Le/#l c#3e i "(eent +e in7ol3nt#() # it i #n omiion to
E7en # com"3lo() !ei( m#) +e tot#ll) mention #n !ei( o( t!o3/! mentione$ i not
e*cl3$e$ intit3te$ # #n !ei(4
P(e3me$ +) l#' to +e # me(e o7e(i/!t
Com"3lo() !ei( i me(el) (eto(e$ to !i
le/itime

P#/e ; o 16

BarOps ‘99

Set 5.

COMPULSORY HEIRS

PRIMAR& COMPULSOR& HEIRS SECONDAR& COMPULSOR& HEIRS
1. Le/itim#te c!il$(en #n$ t!ei(
6. Le/itim#te "#(ent #n$ #cen$#nt
$ecen$#nt le/itim#te4 le/itim#te4 ? t!e) in!e(it onl) in $e#3lt
0. S3(7i7in/ "o3e  le/itim#te 4 o No.1
5. Ille/itim#te c!il$(en #n$ t!ei(
:. Ille/itim#te "#(ent  no ot!e(
$ecen$#nt le/itim#te o( ille/itim#te4 #cen$#nt 4 ? t!e) in!e(it onl) in
$e#3lt o No.1 #n$ 5

SUMMARY OF LEGITIMES OF COMPULSORY HEIRS

Rel#ti7e Le/itim#te S3(7i7in/ Ille/itim#te Le/itim#te Ille/itim#te
S3(7i7in/ C!il$(en @ S"o3e C!il$(en P#(ent @ P#(ent
Decen$#nt  Acen$#nt -----
1. Le/itim#te  ----- -----
c!il$(en  ----- -----
#lone4 $i7i$e$ +) -----
no. o  ----- -----
0. One c!il$(en4 -----
le/itim#te  S#me # t!e ----- -----
c!il$ #n$ !#(e o ----- -----
3(7i7in/  e#c!  e#c! o -----
"o3e $i7i$e$ +) le/itim#te t!e !#(e o Ille/itim#te
5. Le/itim#te no. o c!il$ e#c! P#(ent
c!il$(en #n$ c!il$(en4 ----- le/itim#te -----
S3(7i7in/ c!il$
"o3e   e#c! o
t!e !#(e o
6. Le/itim#te  e#c!
c!il$(en #n$ $i7i$e$ +) le/itim#te
ille/itim#te t!e no. o c!il$
c!il$(en c!il$(en4

:. One  S3(7i7in/ Ille/itim#te Le/itim#te
le/itim#te S"o3e C!il$(en P#(ent @
c!il$2 Le/itim#te  Acen$#nt
3(7i7in/ C!il$(en @
"o3e #n$ Decen$#nt S#me # t!e  e#c! o -----
ille/itim#te  !#(e o t!e !#(e o
c!il$(en  e#c! e#c!
Rel#ti7e $i7i$e$ +) le/itim#te le/itim#te
S3(7i7in/ t!e no. o c!il$ c!il$
c!il$(en4
;. T'o o(
mo(e
le/itim#te
c!il$(en2
3(7i7in/

P#/e = o 16

BarOps ‘99

"o3e #n$ ----- ----- -----  -----
ille/itim#te ----- -----
c!il$(en ----- -----   -----
=. Le/itim#te ----- -----
"#(ent  $i7i$e$ +)
#lone4 ----- -----
. Le/itim#te ----- no. o -----
"#(ent #n$
ille/itim#te ----- c!il$(en 4 -----
c!il$(en ----- 
. Le/itim#te -----  -----  
"#(ent #n$
3(7i7in/ 19  
"o3e $i7i$e$ +) -----
1. no. o -----
Le/itim#te c!il$(en4 -----
"#(ent #n$ -----
3(7i7in/ ----- 
"o3e $i7i$e$ +)
no. o
11. c!il$(en4
Ille/itim#te
c!il$(en 195 195
#lone4 $i7i$e$ +)
10. no. o
Ille/itim#te c!il$(en4
c!il$(en #n$
3(7i7in/   195 o(  -----
"o3e i m#((i#/e -----
15. in #(tic3lo
S3(7i7in/ mo(ti4
"o3e -----
#lone4
16.  ----- -----
Ille/itim#te
"#(ent
#lone4
1:.
Ille/itim#te
"#(ent #n$
3(7i7in/
"o3e

P#/e  o 16

BarOps ‘99

Set 6.

SUMMARY CAUSES FOR DISINHERITANCE

G(o3n$ C!il$(en9 P#(ent9 "o3e Un'o(t!ine
$ecen$#nt #cen$#nt  An) "e(on04
1.   AP 54
G3ilt)9Con7icte  AP ;4
$ o #ttem"t  
#/#int lie o  AP :4
tet#to(2   
"o3e2  
#cen$#nt2
$ecen$#nt
0. Acc3e$
tet#to( o
c(ime
"3ni!#+le +)
im"(ionment
o mo(e t!#n
i* )e#(2 o3n$
/(o3n$le9
#le
5. C#3e
tet#to( to
m#<e 'ill o(
c!#n/e one2 +)
(#3$2 7iolence2
intimi$#tion o(
3n$3e inl3ence
6. Un83tiie$
(e3#l to
3""o(t tet#to( 

:. Con7icte$ o

#$3lte() o(

conc3+in#/e   

'it! "o3e o

tet#to( 

;. M#lt(e#tment

o tet#to( +) 

'o($ o( $ee$

=. Le#$in/ #

$i!ono(#+le o(  

$i/(#ce3l lie

. Con7iction o 

c(ime '!ic!

c#((ie "en#lt) 

o ci7il

inte($iction

.

 A+#n$onment

o c!il$(en o(

P#/e  o 16

BarOps ‘99

in$3cin/

$#3/!te( to

li7e co((3"t o(  P#(ent 14

immo(#l lie o(

#ttem"te$

#/#int 7i(t3e

1. Lo o

"#(ent#l 

#3t!o(it)

11. Attem"t +)

one "#(ent

#/#int t!e lie

o t!e ot!e( 

3nle t!e(e i

(econcili#tion

+et'een

"#(ent

10. S"o3e

/i7en c#3e o( 

le/#l e"#(#tion

15. S"o3e2 in

BF2 (em#((ie in

#cco($#nce 

'it! A(t.61

652FC4

Note

64 Hei( #il3(e to (e"o(t 7iolent $e#t! AP

=4 FIU "(e7ent (om m#<in/ 'ill o( (e7o<e o( conce#l9#lte( AP

4 Fo(/e() o 'ill

Set :.

ORDERS OF INTESTATE SUCCESSION OF A LEGITIMATE CHILD, AN ILLEGITIMATE CHILD
AND AN ADOPTED CHILD

Le/itim#te C!il$ Ille/itim#te C!il$ A$o"te$ C!il$
1. Le/itim#te c!il$(en #n$ 1. Le/itim#te c!il$(en #n$ 1. Le/itim#te c!il$(en #n$
le/itim#te $ecen$#nt le/itim#te $ecen$#nt le/itim#te $ecen$#nt
0. Le/itim#te "#(ent #n$ 0. Ille/itim#te c!il$(en #n$ 0. Ille/itim#te c!il$(en #n$
le/itim#te #cen$#nt le/itim#te o( ille/itim#te le/itim#te o( ille/itim#te
$ecen$#nt $ecen$#nt
5. Ille/itim#te c!il$(en #n$ 5. Ille/itim#te "#(ent  in 5. Le/itim#te o( ille/itim#te
le/itim#te o( ille/itim#te $e#3lt o c!il$(en2 "#(ent #n$ le/itim#te
$ecen$#nt $ecen$#nt 4 #cen$#nt

6. S3(7i7in/ "o3e 6. S3(7i7in/ "o3e A$o"ti7e "#(ent
:. Le/itim#te +(ot!e(2 :. Ille/itim#te +ot!e(2 6. S3(7i7in/ "o3e
ite(2 ne"!e' #n$ ite(2 ne"!e' #n$ :. B(ot!e(2 ite(2
niece niece ne"!e' #n$ niece
i(on c3(t#in 
;. Le/itim#te coll#te(#l ;. St#te ;. St#te
(el#ti7e '9in :t! $e/(ee

P#/e 1 o 16

BarOps ‘99

=. St#te

ORDER OF EXCLUSION AND CONCURRENCE IN INTESTATE SUCCESSION

Intet#te Hei( E*cl3$e E*cl3$e$ B) Conc3( %it!
1. Le/itim#te  Acen$#nt2 No one S3(7i7in/ "o3e
c!il$(en #n$ Coll#te(#l #n$ #n$ ille/itim#te
le/itim#te St#te No one c!il$(en
$ecen$#nt
0. Ille/itim#te Ille/itim#te "#(ent2 Le/itim#te c!il$(en S3(7i7in/ "o3e2
c!il$(en #n$ Coll#te(#l #n$ Le/itim#te c!il$(en
$ecen$#nt St#te Le/itim#te c!il$(en #n$ Le/itim#te
#n$ Ille/itim#te "#(ent
5. Le/itim#te Coll#te(#l #n$ c!il$(en Ille/itim#te c!il$(en
"#(ent #n$ St#te No one #n$ S3(7i7in/
le/itim#te "o3e
#cen$#nt Coll#te(#l #n$ Le/itim#te c!il$(en2
6. Ille/itim#te St#te Ille/itim#te c!il$(en2 S3(7i7in/ S"o3e
"#(ent Le/itim#te P#(ent
Coll#te(#l ot!e( #n$ Ille/itim#te Le/itim#te c!il$(en2
: S3(7i7in/ "o3e t!#n +(ot!e( #n$ P#(ent Ille/itim#te c!il$(en2
ite(2 ne"!e' Le/itim#te c!il$(en2 Le/itim#te "#(ent2
;. B(ot!e(2 ite(2 #n$ niece #n$ Ille/itim#te c!il$(en2 #n$ Ille/itim#te
ne"!e' #n$ St#te Le/itim#te "#(ent2 "#(ent
niece  All ot!e( coll#te(#l Ille/itim#te "#(ent2 S3(7i7in/ S"o3e
#n$ St#te #n$ S3(7i7in/
=. Ot!e( Coll#te(#l "o3e Coll#te(#l in t!e
'9in :t! $e/(ee Coll#te(#l (emote( E7e()one #me $e/(ee
in $e/(ee #n$ St#te
. St#te No one
No one

SUMMARY OF INTESTATE SHARES

1. LEGITIMATE CHILDREN AND LEGITIMATE DESCENDANTS ALONE

Intet#te Hei( S!#(e # Le/itime S!#(e # F(ee Tot#l Intet#te

Di"o#l S!#(e

Le/itim#te c!il$(en 190 190 1

Tot#l 190 190 1

0. ONE LEGITIMATE CHILD AND SURIING SPOUSE

Le/itim#te c!il$  ----- 

S3(7i7in/ S"o3e   1

Tot#l J 

P#/e 11 o 16

BarOps ‘99

5. LEGITIMATE CHILDREN AND SURIING SPOUSE

Intet#te Hei( S!#(e # Le/itime S!#(e # F(ee Tot#l Intet#te
S!#(e
Di"o#l %!ole et#te
$i7i$e$
Le/itim#te c!il$(en 190 Rem#inin/ "o(tion E>3#ll) +et'een
tot#l n3m+e( o
o et#te c!il$(en "l3 t!e
3(7i7in/ "o3e
S3(7i7in/ "o3e S#me # !#(e o  Ate( "#)in/
1
e#c! le/itim#te c!il$ le/itime to +e

$i7i$e$ e>3#ll)

+et'een tot#l

n3m+e( o c!il$(en

"l3 t!e 3(7i7in/

"o3e

Tot#l #(ie $e"en$in/ n3m+e( o

on

Le/itim#te c!il$(en

6. LEGITIMATE CHILDREN AND ILLEGITIMATE CHILDREN

Le/itim#te c!il$(en 190 Rem#inin/ "o(tion %!ole et#te
$i7i$e$
o et#te B) t!e (#tio o 0 o(
t!e le/itim#te c!il$2
Ille/itim#te c!il$(en  o t!e !#(e o I #n)2 #te( "#)in/ 1 o( e#c!
ille/itim#te c!il$ 2
e#c! le/itim#te c!il$ le/itime to +e "(o7i$e$ t!#t
le/itime 'o3l$ not
$i7i$e$ +) t!e (#tio +e im"#i(e$
1
o 0 o( t!e

le/itim#te c!il$2 1

o( e#c! ille/itim#te

c!il$

Tot#l #(ie $e"en$in/ N3m+e( o c!il$(en

on

6. ONE LEGITIMATE CHILD2 ILLEGITIMATE CHILDREN2 AND SURIING SPOUSE

Le/itim#te C!il$ 190 Rem#inin/ "o(tion %!ole et#te

o et#te $i7i$e$

Ille/itim#te c!il$(en  o t!e !#(e o I #n)2 #te( "#)in/ B) t!e (#tio o 0 o(

e#c! le/itim#te c!il$ le/itime to +e t!e le/itim#te c!il$2

$i7i$e$ +) t!e (#tio 1 o( e#c!

o 0 o( e#c! ille/itim#te c!il$ #n$

ille/itim#te c!il$ #n$ 0 o( t!e 3(7i7in/

0 o( t!e 3(7i7in/ "o3e 2 "(o7i$e$

"o3e t!#t le/itme 'o3l$

+ot +e im"#i(e$

S3(7i7in/ S"o3e 

Tot#l #(ie $e"en$in/ N3m+e( o 1

on

Ille/itim#te c!il$(en

:. LEGITIMATE CHILDREN2 ILLEGITIMATE CHILDREN AND SURIING SPOUSE

Le/itim#te c!il$(en 190 Rem#inin/ "o(tion %!ole et#te

o et#te $i7i$e$

Ille/itim#te c!il$(en  o t!e !#(e o I #n)2 #te( "#)in/ B) t!e (#tio o 0 o(

e#c! le/itim#te c!il$ le/itime to +e e#c! le/itim#te

$i7i$e$ +) t!e (#tio c!il$2 1 o( e#c!

o 0 o( e#c! ille/itim#te c!il$ #n$

P#/e 10 o 16

BarOps ‘99 le/itim#te c!il$2 1 0 o( t!e 3(7i7in/
o( e#c! ille/itim#te "o3e2
S3(7i7in/ "o3e c!il$
Tot#l S#me # !#(e o  An$ 0 o( t!e P(o7i$e$ t!#t
e#c! le/itim#te c!il$ 3(7i7in/ "o3e le/itime 'o3l$ not
+e im"#i(e$
#(ie $e"en$in/ N3m+e( o 1
on
Ille/itim#te c!il$(en

;. LEGITIMATE PARENTS ALONE

Le/itim#te "#(ent 190 190 1
190 1
Tot#l 190

=. LEGITIMATE PARENTS AND ILLEGITIMATE CHILDREN

Le/itim#te "#(ent  ----- 

Ille/itim#te c!il$(en   1

Tot#l J 

. LEGITIMATE PARENTS AND SURIING SPOUSE

Le/itim#te P#(ent  ----- 

S3(7i7in/ S"o3e   1

Tot#l J 

. LEGITIMATE PARENTS2 SURIING SPOUSE AND ILLEGITMATE CHILDREN

Le/itim#te "#(ent  ----- 

S3(7i7in/ "o3e 19 19 

Ille/itim#te c!il$(en  ----- 

Tot#l =9 19 1

1. ILLEGITMATE CHILDREN ALONE

Ille/itim#te c!il$(en   1
 1
Tot#l 

11. ILLEGITIMATE CHILDREN AND SURIING SPOUSE

Intet#te S!#(e S!#(e # Le/itime S!#(e # F(ee Tot#l Intet#te
S!#(e
Di"o#l 

Ille/itim#te c!il$(en 195 19; 1

S3(7i7in/ "o3e 195 19;

Tot#l 095 195

10. SURIING SPOUSE ALONE

S3(7i7in/ S"o3e  o( 195  o( 195 1
 o( 195 1
Tot#l  o( 195

15. ILLEGITMATE PARENTS ALONE

Ille/itim#te "#(ent   1
 1
Tot#l 

16. ILLEGITMATE PARENTS AND SURIING SPOUSE

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Ille/itim#te "#(ent   

S3(7i7in/ "o3e   

Tot#l   1

1:. BROTHERS2 SISTERS2 NEPHE%S AND NIECES ALONE

B(ot!e(2 Site(2   1
1
Ne"!e' #n$

Niece

Tot#l  

1;. SURIING SPOUSE AND BROTHERS2 SISTERS2 NEPHE%S AND NIECES

S3(7i7in/ "o3e  ----- 

B(ot!e(2 ite(2 -----  

ne"!e' #n$

niece

Tot#l   1

SUCCESSION
OU  TLINE OF ME  MORY AID

I. GENERAL CONCEPTS OF SUCCESSION

 Element o 3cceion
 Re>3iite o( t!e t(#nmiion o t!e (i/!t o 3cceion
 T(e#tment o #cc(3#l 3n$e( l#' o 3cceion

II. TESTAMENTARY SUCCESSION

 A. TWO KINDS OF WILLS

1. Not#(i#l

 Re>3iite o not#(i#l 'ill
 Content o #ttet#tion cl#3e
  A$$ition#l (e>3iite i $e# o( $e#-m3te
  A$$ition#l (e>3iite i +lin$

0. Holo/(#"!ic

 Re>3iite o !olo/(#"!ic 'ill

B.  AMENDING A WILL

 Eect o c#ncell#tion2 #$$ition ine(tion42 o( e(#3(e on t!e 7#li$it) o
t!e 'ill

C. FORMALITIES IN THE EXECUTION 

 S3mm#() o t!e o(m#litie '!ic! m#) +e o+e(7e$ in t!e e*ec3tion o #
'ill t#+le4

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 K3#liic#tion o # 'itne #n$ # tet#to( 

D. CODICIL

E. REVOCATION OF A WILL

F. PROBATE 

 Deinition
 M#tte( to +e "(o7e$

G. GROUNDS FOR DISALLOWANCE OF A WILL

H. INSTITUTION OF HEIR 

 Re>3iite o( # 7#li$ intit3tion o !ei( 
 5 "(inci"le in t!e intit3tion o !ei( 
 R3le (e/#($in/ # "e(on, (i/!t to $i"oe o !i et#te

I. PRETERITION 

 Re>3iite
 Eect
 P(ete(ition #n$ $iin!e(it#nce2 $itin/3i!e$ t#+le4

. DISINHERITANCE 

 Deinition
 Re>3iite o( # 7#li$ $iin!e(it#nce
 S3mm#() c#3e o( $iin!e(it#nce t#+le4

. VACANCIES

 C#3e o 7#c#nc) in 3cceion
 Ho' #(e 7#c#ncie ille$

L. SUBSTITUTION 

 Cl#e o 3+tit3tion
 Re>3iite o # i$eicommi#() 3+tit3tion

M. ORDER OF PAYMENT IN CASE ESTATE NOT SUFFICIENT TO COVER ALL
LEGACIES AND DEVISES

III. COMPULSORY / LEGITIMARY SUCCESSION
 A. LEGITIME 
B. DIFFERENT CLASSES OF HEIRS
 Com"3lo() !ei( t#+le4

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BarOps ‘99

 S3mm#() o le/itime o com"3lo() !ei( t#+le4

C. RESERVA TRONCAL

D. REMEDIES OF THE COMPULSORY HEIR IN CASE OF IMPAIRMENT OF LEGITIME 

IV. INTESTATE / LEGAL SUCCESSION

 A. GENERAL

 C#3e o le/#l o( intet#te 3cceion
 0 3n$#ment#l 3n$e(l)in/ "(inci"le in le/#l o( intet#te 3cceion

B. REPRESENTATION 

 G(o3n$ '!en t!e (i/!t o (e"(eent#tion 'ill +e #7#il#+le
 %!o c#n e*e(cie t!e (i/!t o (e"(eent#tion

C. ORDER OF INTESTATE SUCCESSION 

 O($e( o intet#te 3cceion o # le/itim#te c!il$2 #n ille/itim#te c!il$ #n$ #n
#$o"te$ c!il$ t#+le4

 O($e( o e*cl3ion #n$ conc3((ence in intet#te 3cceion t#+le4
 S3mm#() o intet#te !#(e t#+le4

D. INCAPACITY TO SUCCEED

 Pe(on inc#"#cit#te$ to 3ccee$ +ec#3e o "oi+le 3n$3e inl3ence
 Pe(on inc#"#cit#te$ to 3ccee$ +ec#3e o 3n'o(t!ine

V. PROVISIONS COMMON TO TESTATE AND INTESTATE SUCCESSION

 Re>3iite o( #cc(etion to t#<e "l#ce
 Coll#tion

P#/e 1; o 16