Anda di halaman 1dari 11

RULE 72 Exceptions:

1. Appeal is made from the court in


Section 1. Subject matter of special the original case
proceedings 2. Want to Jurisdiction

(a) Settlement of estate of deceased Section 2. SETTLEMENT OF ESTATE UPON


persons; DISSOLUTION OF MARRIAGE
(b) Escheat;
(c) Guardianship and custody of children; WHAT: Marriage is dissolved upon death
(d) Trustees;
(e) Adoption; WHERE:
(f) Rescission and revocation of adoption; A. One died – community property
(g) Hospitalization of insane persons; shall be: (LAID)
(h) Habeas corpus;
(i) Change of name; 1. Inventoried
(j) Voluntary dissolution of corporations; 2. Administered
(k) Judicial approval of voluntary 3. Liquidated
recognition of minor natural children; 4. Debts be paid
(l) Constitution of family home;
(m) Declaration of absence and death; Through an Intestate or Testate proceeding of
(n) Cancellation of correction of entries in the estate of said spouse.
the civil registry.
B. Both died – the same as A and
Section 2 - Rules of Civil Actions are applicable estate of either
in special proceedings in the absence of a
special provision. Section 3. Warrants and process which is
necessary to compel the attendance of
RULE 73 witnesses or to carry their orders, judgments
and all other powers may be issued by the
Section 1 - SETTLEMENT OF ESTATE OF Probate Court through the exercise of its
DECEASED PERSONS probate jurisdiction.

WHAT: - Will is proved The court may also issue a warrant for the
- Letter of administration is granted apprehension and imprisonment if the person
- Estate is settled does not perform such order or judgment.

VENUE: Section 4. PRESUMPTION OF DEATH


A. (PLACE OF RESIDENCE OF THE
DECEDENT) Decedent (Whether a A. Ordinary Presumptive Death (Article 390) -
citizen or alien) is an inhabitant of the After an absence of seven years, it being
Philippines – in the MTC or RTC of the unknown whether or not the absentee still
City or Province where he resides at the lives, he shall be presumed dead for all
time of his death purposes, except for those of succession.

B. (LOCATION OF THE ESTATE) Decedent is The absentee shall not be presumed dead for
an inhabitant of a foreign country – in the purpose of opening his succession till after
the MTC or RTC of the City or Province an absence of ten years. If he disappeared after
where he had estate the age of seventy-five years, an absence of five
years shall be sufficient in order that his
HOW: Court who first take cognizance succession may be opened.
shall exercise jurisdiction to the
exclusion of all other courts. 1. If absentee is 75 or below
7 years – for all purposes except
General Rule: This assumed jurisdiction shall succession
not be contested in a suit or proceeding. 10 years - for succession
2. If absentee is over 75 years old
5 years for all purposes
B. Qualified Presumptive Death (Article 391) If person is proven to be alive: He shat be
The following shall be presumed dead for all entitled to the balance of his estate AFTER
purposes, including the division of the estate payment of all his debts.
among the heirs:
RULE 74
(1) A person on board a vessel lost during a sea
voyage, or an airplane which is missing, who has Section 1.
not been heard of for four years since the loss A. Extrajudicial Settlement takes place when
of the vessel or airplane; Decedent…
1. left no will
(2) A person in the armed forces who has taken 2. left no debts – presumption: No debt if
part in war, and has been missing for four years; no creditors files a petition for letters of
administration within 2 years after the
(3) A person who has been in danger of death death of decedent.
under other circumstances and his existence 3. heirs are all of age
has not been known for four years. 4. heirs are minors who are represented
by a judicial or legal representative
General Rule: 4 years for all purposes authorized for said purpose.
Exception: 2 years for purposes of remarriage
(Article 41, Family Code) Parties then may divide the estate among
themselves as they deem fit by a public
Art. 41. A marriage contracted by any person instrument in the office of the RD.
during subsistence of a previous marriage shall
be null and void, unless before the celebration There is no need to secure letters of
of the subsequent marriage, the prior spouse administration.
had been absent for four consecutive years and
the spouse present has a well-founded belief DISAGREEMENT: File an ordinary action of
that the absent spouse was already dead. partition

In case of disappearance where there is danger B. If Decedent has ONLY ONE heir:
of death under the circumstances set forth in 1. He may adjudicate to himself the entire
the provisions of Article 391 of the Civil Code, estate
an absence of only two years shall be sufficient. 2. He may file an affidavit of adjudication
in the office of the RD
For the purpose of contracting the subsequent
marriage under the preceding paragraph the Extrajudicial Settlement may either be:
spouse present must institute a summary 1. By public instrument
proceeding as provided in this Code for the 2. By stipulation
declaration of presumptive death of the
absentee, without prejudice to the effect of FILING OF A BOND:
reappearance of the absent spouse. - Condition precedent to the filing of
the public instrument or the
When can you ask for a decree of presumptive stipulation.
death for purposes of remarriage? - Certified to under oath
1. 4 years after disappearance - Conditioned upon the payment of
2. 2 years if the circumstances fall under Article any just claim that may be filed
391 under Section 4 (settling amounts
of debts)
Under these rules on presumptive death, there
is no need for a court decree. The mere running PARTIES (parties/sole heir) shall file a bond with
of the period raises the presumption of death. the RD.

However, for purposes of remarriage, a Amount: equivalent to the value of the Personal
summary proceeding is required under Article Property involved
41 of the Family Code. Otherwise, the
subsequent marriage is void. HEARING:
Not less than 1 month nor more than 3 months
from the date of the last publication
NOTICE AND PUBLICATION: 3. may issue execution against the bond or
- Extrajudicial Settlement or administration shall against the real estate of the deceased.
be published once a week for 3 consecutive
weeks in a newspaper of general circulation in Note: Notwithstanding the transfer that was
the province. made, the bond and real estate shall remain
GR: Binds every person who participated and charged with a liability to creditors, heirs or
received notice therewith. other persons, 2 years after such distribution.

XPN: Shall not bind any person who has not Section 5. Period for claim of minor or
participated therein or had no notice thereof. incapacitated person.

Section 2. Summary Proceeding of settlement If the person authorized to file a claim is a -


of small value (dead provision) minor
- mentally incapacitated person
- Testate or intestate - in prison or
- gross value of the estate does not exceed - is outside the Philippines
10,000 pesos He may present his claim WITHIN 1 year after
- hearing, notice and publication such disability is removed.
- court may proceed summarily
- without appointing an Executor or EXTRAJUDICIAL SETTLEMENT VS SUMMARY
Administrator SETTLEMENT
- And grant the allowance of the will
- determine who are legally entitled to 1. As to Judicial recourse: ES requires no court
participate and entitled to receive the partition intervention. SS requires summary court action
- Judgment shall be recorded in the office of the
COC 2. As to the estates value: ES the value is
- Order or Awards shall be registered in the immaterial. SS the gross value must not exceed
proper RD office. 10,000.00. Hence it is material.

Section 3. Distributees are required to file a 3. As to scope: ES is allowed only in INTESTATE


bond, if property other than real is to be succession. SS is allowed in both TESTATE and
distributed, in an amount fixed by the court INTESTATE successions.
conditioned for the payment of just claim.
4. As to availability: ES is only available if there
Section 4. Liabilities of a Distributee and are no outstanding debts of the estate at the
Liabilities of the estate time of the settlement. SS is available even if
there are estate debts.
Within 2 years after the settlement and
distribution of the estate 5. As to institution: ES may be resorted to at
the instance and by agreement of all heirs. SS
A. An heir or other person, may be instituted by ANY interested party even
- unduly deprived of his lawful by the creditor of the estate without the heirs’
participation in the estate, may consent.
compel the Settlement of the estate
in the courts. 6. As to the bond: In ES, the amount of the
- Has been unduly deprived of his bond is equal to the value of the personal
lawful participation payable in property. And it is to be filed with the Register
money of deeds. In SS, the amount of the bond is
determined by the court. And it is to be filed
B. There are debts outstanding against the with the court.
estate
SUMMARRY SETTLEMENT OF ESTATE
The Court:
1. May settle the amount of such debts or GR: The property of the decedent shall be
lawful participation. judicially administered and the competent court
2. shall order how much and in what shall appoint a qualified administrator in the
manner each distribute shall contribute following order:
SECTION 6 RULE 78 1. Extrajudicial settlement BY AGREEMENT of
If no executor is named in the will the parties - REQUISITES
If the executor(s) named are incompetent
If the executor(s) named refuse the trust Substantive requisites:
If the executor(s) named failed to give bond as 1. Decedent left NO WILL/ died intestate
required 2. Decedent left NO DEBTS, or has been FULLY
If a person dies intestate PAID, or has incurred debts but has been paid at
the time of the extrajudicial settlement
TO WHOM LETTERS OF ADMINISTRATION IS - It is presumed that decedent left no debt if no
GRANTED creditor files a petition for letters of
a. To the (a) SURVIVING HUSBAND OR WIFE, as administration within 2 years after the death of
the case may be OR to the (b) next of kin or the decedent.
BOTH 3. Heirs are ALL of LEGAL AGE, or MINORS are
- in the discretion of the court duly represented by their judicial or legal
- or to the request of (a) and (b), if competent representatives
and willing to serve 4. An agreement, Duly Executed PUBLIC
INSTRUMENT (and a bond equivalent to the
b. To one or more of the PRINCIPAL CREDITORS value of personal property involved) by the heirs
who is competent and willing to serve and FILED with the Register of Deeds
- If surviving husband or wife, and next of kin or
person selected Adjudication Requisites:
- be incompetent or unwilling 1. An agreement among the heirs by means of a
- or neglects for 30 days to apply for public instrument
administration after the death of the person 2. IF THERE IS ONLY 1 HEIR: Affidavit of self-
- or neglects for 30 days to request that adjudication by sole heir – an extrajudicial
administration be granted to some other adjudication of the entire estate in favor of such
person heir by means of an affidavit

c. to SOME OTHER PERSON, as the court may -The extrajudicial settlement shall be published
select in a newspaper of general circulation. NO
- If no such creditor who is competent and EXTRAJUDICIAL SETTLEMENT SHALL BE
willing to serve BINDING UPON ANY PERSON WHO HAS NOT
PARTICIPATED THEREIN OR HAD NO NOTICE
XPNS: When appointment of Administrator is THEREOF (par2 section 1, RULE 74)
not necessary, instances:
1. Extrajudicial settlement BY AGREEMENT of 2. Summary Settlement of estates of small
the parties value
2. Summary Settlement of estates of small value
-Done in a summary manner
- estate’s gross value does not exceed 10,000
RULE 74 - single hearing
- single order
APPLICATION: - no appointment of administrator or executor
- PARTIES may DIVIDE the estate among
themselves as they see fit if the Decedent left a. Estate of the deceased is valued
no debts, heirs are of age or minors are b. debts are paid
represented, parties may, WITHOUT securing c. his will is allowed
letters of administration. d. heirs and legatees are declared and
distribution is made among them.
- Disagreement would lead to an ordinary
action of partition.

- HOWEVER, parties may institute


administration proceedings if they have good
reasons (depending on the circumstances of the
case) for not resorting to an action of partition.
RULE 75 1. Jurisdictional facts
ALLOWANCE OF A WILL 2. Names, ages, and residences of the
heirs, legatees, and devices of the
Section 1. No will shall pass either real or testator or decedent
personal estate unless it is proved and allowed 3. Probable value and character of the
in the proper court. property of the estate
4. Name of the person for whom letters
GR: Allowance of a will is conclusive as to its are prayed
due execution 5. Name of the person having custody of
XPN: Right of appeal the will (if will has not been delivered to
the court)
Section 2. Duties of custodian of a will: The
person in custody of a will shall, within 20 days NOTE: Defect in the petition shall not render
after knowledge of the death of the testator, the allowance of the will or issuance of letters
deliver the same to the ff: testamentary or administration
a. court having jurisdiction or
b. The Executor named in the will Section 3. Court shall fix a time and place for
proving the will and shall cause notice to be
Section 3. Executor’s Duties: The Executor published 3 consecutive weeks successively in a
named in the will shall within 20 days after he newspaper of general circulation in the
knows the death of the testator OR within 20 province.
days after he knows that he is named executor
after the testators death shall: Publication is not required where the petitioner
a. Present the will to the court having is the testator himself.
jurisdiction
b. Signify to the court f his acceptance or Section 4. MAIL and PERSONAL SERVICE: The
refusal to accept the same. court shall cause copies of the notice of the
time and place fixed by the court, to the heirs,
Section 4. Custodian and Executor who devisees and legatees and the executor or co-
neglects, but delivers the same, without executor, to their place of residence and the
satisfactory excuse shall be fined 2,000 pesos. post office therein at least 20 days before the
scheduled hearing.
Section 5. Persons (Custodian or Executor)
having custody of the will) neglects to deliver Personal service of copies of the notice given to
the will may be imprisoned until the date that the persons named above at least 10 days
the will is delivered. before the scheduled hearing shall be
equivalent to mailing.

RULE 76 If it is the testator who petitioned the allowance


of his own will, notice shall be sent only to his
Section 1. Who may petition the allowance of a compulsory heirs.
will with the court having jurisdiction:
Section 5. Hearing
1.Named in the will 1. Compliance of sections 3 and 4 must be
a. Executor shown
b. Devisee 2. Thereafter Testimonies shall be
c. Legatee introduce in support of the will
d. Testator (during his lifetime) 3. Testimonies shall be taken under oath
Persons who will testify:
2. Any other person interested in the will. A. One witness only – if no person appears
to contest the will
WHEN: At any time after the death of the B. One witness who knows the
testator handwriting and signature of the
testator – if the will is a holographic will
SITUATION: Whether the will is in his possession C. Expert witness – absence of any
or not, or lost or destroyed competent witness

Section 2. Contents of the petition:


Section 6. Lost/destroyed will 3. Indicate the grounds for opposing the
allowance of the will
1. Execution and validity shall first be 4. Petitioner and other interested parties
established must be served copies
2. It must be proved that it existed at the
time of testator’s death Section 11. Witnesses for the contest
3. It must be shown that it has been 1. All the subscribing witnesses must be
fraudulently or accidentally destroyed presented, produced and examine (if
in the lifetime of the testator without not insane or if present in the
his knowledge Philippines)
4. Must be proven/testified by 2 credible 2. If not a resident of the province, their
witnesses depositions must be taken
5. Its provisions must be distinctly stated 3. Including the notary
6. certified by the judge under the seal of 4. Their death/insanity/absence must be
the court proved and satisfactorily shown to
7. its certificate must be recorded and court
filed 5. Nevertheless the will may be allowed if
the court is satisfied from the testimony
Section 7. Non-resident witness (province) of other witnesses and all evidence
1. Court, on motion, may direct that presented and the presentation and its
deposition of said witnesses be taken execution and attestation was made in
2. Court may also authorize a the manner required by law, even
photographic copy of the will though:
3. Photographic copy will be presented to - They testify against its due
the witness on examination. execution
Handwriting shall also be testified. - Do not remember having attested
to it
Section 8. Non-resident witness (Philippines)/ - Their credibility is doubtful
Dead witness/ Insane witness 6. Allowance of a Holographic will:
1. At the time of the hearing - Three witnesses
2. Court may admit the testimony of other - Who knows the handwriting of the
witnesses testator
3. To prove the sanity of the testator and - Explicitly declared that the will and
due execution of the will signature are the handwriting of the
4. Proof of the handwriting of the testator testator
and of the subscribing witnesses - Expert testimony may be resorted
absence any competent witnesses.
Section 9. Grounds for disallowing will.
1. If not executed and attested as required Section 12. Allowance of a holographic will
by law petitioned by the Testator
2. If the testator was insane, or otherwise
mentally incapable to make a will, at 1. No contest was filed
the time of its execution 2. Testator affirmed that the will and
3. If it was executed under duress or the signature are in his own handwriting
influence or fear or threats - Shall be sufficient evidence of the genuineness
4. If it was procured by undue and and due execution thereof.
improper pressure and influence, on
the part of the beneficiary or of some 1. If contested
other person for his benefit 2. Contestant is burdened of disproving its
5. If the signature of the testator was genuineness and due execution
procured by fraud or trick, and he did 3. Testator may present additional proof
not intend that the instrument should to rebut the contestant’s evidence
be his will at the time of fixing his
signature thereto. Section 13. Issuance of a CERTIFICATE OF
ALLOWANCE
Section 10. Contesting a will - Signed by the judge
1. Any person - Attested by the seal of the court
2. Must be made in writing attached to the will
- Will and Certificate shall be filed - Drunkenness
and recorded by the COC - Improvidence
- Will devising real estate: its - Want of understanding
certificate of allowance shall be - Want of integrity
recorded in the RD of the province - Convicted by an offense involving
where the land lies. moral turpitude

RULE 77 Section 2. Executor to an executor shall not


administer the estate of the first executor
ALLOWANCE OF A WILL PROVEN OUTSIDE THE
PHILIPPINES AND ADMINISTRTAION OF ESTATE Section 3. Married woman may serve as an
Administratrix or an Executrix. Marriage of a
Section 1. Wills proved and allowed in a Foreign single woman shall not affect her authority
Country, according to the latter’s laws, may be under a previous appointment
allowed, filed and recorded by the RTC/MTC
(probate court) in the Philippines. Section 4.
LETTERS TESTAMENTARY (may will)
Section 2.Court shall fix the time and place of
hearing and cause notice - Issued after a will has been proved and
allowed
FILING: By the Executor or other interested - Issued to the person named as the EXECUTOR
person who is/are competent, accepted the trust and
1. Copy of the will gives bond
2. Order of the decree of the allowance by
the foreign court Section 5. DISQUALIFICATION OF A CO-
3. Attached to the petition for allowance EXECUTOR

Section 3. Allowance thereof Reasons for disqualification:


- Signed by the judge 1. Incompetency
- Attested by the seal of the court 2. Refusal to accept the trust
attached to the will 3. Fail to give bond
- Will and Certificate shall be filed
and recorded by the COC Section 6.
Effect: as if originally proved and allowed in a LETTERS OF ADMINISTRATION (walang
Philippine court will/meron pero defective)

Section 4. Administration of the Estate - person died intestate


- no executor is named
WHAT SHALL BE GRANTED: - executor(s) named therein are all
1. Letters Testamentary incompetent, refuse trust, fail to give bond
2. Letters of Administration
(with the will annexed to said letters) Administration shall be granted:
1. To the surviving husband or wife
Effect: Shall extend to all the estate of the 2. Next of kin
testator in the Philippines. 3. Or both (In the discretion of the court
4. To such person who requested to be
Residues: shall be disposed of as provided by appointed who is competent and willing
law to serve
5. Principal creditors (competent and
RULE 78 willing to serve) = if 1 to 4 be:
- Incompetent and unwilling
Section 1. Persons who are incompetent to - Neglects to apply for administration
serve as Executors or Administrators: 30days after the death of the
1. A minor decedent/testator
2. Not a resident of the Philippines - Failed to request that
3. Is unfit (in the opinion of the court) to administration be granted to some
execute the duties and trust by reason other person
of:
6. To some other person selected by the No defect in the petition shall render void
court if no such principal creditor the issuance of letters of administration.
competent and willing to serve.
Section 3. WHEN A PETITION FOR LETTERS OF
ADMINISTRATION IS FILED - Court shall fix a
EXECUTOR VS. ADMINISTRATOR time and place for proving the will and shall
cause notice to the known heirs and creditors,
1. As to appointment: E is nominated by and to any other interested person, to be
the testator and appointed by the probate published 3 consecutive weeks successively in a
court. A is appointed by the probate court newspaper of general circulation in the
with requisites: - intestate; if testate, not province.
named; if named but refused to serve or
give bond or is unwilling and incompetent. (Mail and personal service) To their place of
residence and the post office therein at least 20
2. As to delivery of the will: E must present days before the scheduled hearing.
the will to the court within 20 days after Personal service of copies of the notice given to
knowledge of the death or such the persons named above at least 10 days
appointment. A is not required to perform before the scheduled hearing shall be
such. equivalent to mailing.

3. As to the bond: E may serve without a Section 4. OPPOSITION TO PETITION FOR


bond as provided by the testator. A must ADMINISTRATION
always post a bond.
Grounds:
4. As to compensation: E may be 1. Incompetency of the person for whom
compensated for his services should the letters are prayed therein
testator provides other wise rule 58 section 2. Of the contestant’s own right to the
7 shall apply. A shall be compensated under administration and pray that letters be
Rule 85 section 7 of the ROC. issued to himself or to any competent
person(s) named in the opposition
RULE 79
Section 5. Hearing and order for letters to issue:
If the ff are filed… 1. It must first be shown that notice has
been complied
Opposition to the issuance of letters 2. Court shall hear the proofs of the
testamentary OR parties allegations
3. Upon satisfaction that there is no will or
Petition and Contest for letters of that there is no competent and willing
Administration (with the will annexed) executor, the LETTERS OF
ADMINISTRATION shall be issued to the
Section 1. HOW party entitled thereto.
1. Filed by any person
2. In writing Section 6. Failure to appear and claim the
3. Grounds why the same shall not be issuance of the letters shall cause the latter to
issued be granted to any other qualified applicant.
4. With hearing and notice
RULE 80
Section 2. CONTENTS:
1. Jurisdictional facts SPECIAL ADMINISTRATOR
2. Names, ages, and residences of the
heirs and names and residences of the Section 1. Appointed when:
creditors of the decedent
3. Probable value and character of the 1. Delay in granting letters testamentary
property of the estate or letters of administration
4. Name of the person for whom letters of 2. If there is an appeal from the allowance
administration are prayed or disallowance of a will
3. Appointed by the court
- Shall take possession and charge of proceeds to pay and discharge all debts,
the estate of the deceased until the legacies and charge on the same, or such
appointment of No. 1 individual thereon as shall be decreed by the
court.
Section 2. Powers and Duties:
3. To render a true and just account of his
1. Take possession and charge of the administration to the court within one year
goods, chattels, rights, credits and AND at any time when required by the court
estate of the deceased
2. Preserve the same for the administrator 4. To perform all orders of the court by him to
and executor afterwards appointed be performed.
3. May commence and maintain suits as
administrator SECTION 2: BOND DIRECTED IN WILL
4. May sell only such perishable property
and other property ordered by the -Testator directs in his will that:
court to be sold 1. Executor served without bond OR
5. He shall NOT be liable to pay ANY debts 2. With only his individual bond
of the deceased unless ordered by the
court. -Court: may allow said executor to give bond in
such sum and surety as approved by the court
Section 3. Cessation of powers: with the condition that it be paid to the debts of
the testator.
1. Upon the grant of letters testamentary
or letter of administration -Court may also require: FURTHER BOND. By
2. Duties (Special Admin): reason of:
a. Deliver to the executor or - change of circumstances
administrator the goods, chattels, - further sufficient cause(s)
money and estate of the deceased
in his hands SECTION 3: Court may take a SEPARATE BOND
b. Suits he commenced may be or a JOINT BOND if there are two or more
prosecuted to final judgment by the executors and administrators.
executor or administrator
SECTION 4: SPECIAL ADMINISTRATOR’S BOND
RULE 81
1. required to give a bond
SECTION 1: BOND 2. sum as directed by the court
3. conditioned that:
Amount: in as much as the court directs - he will make and return a true inventory
- truly account for such as are received by him
When given: BEFORE an executor or - deliver the same to the person appointed
administrator enters upon the execution of his executor or administrator or to such other
trust, and letters testamentary of person authorized to receive them.
administration be issued
RULE 82
Conditions with the bond:
1. To make an inventory and return to the REVOCATION OF ADMINSTRATION, DEATH,
court, within 3 months, a true and complete RESIGNATION AND REMOVAL OF EXECUTORS
inventory of all goods, chattels, rights, credits AND ADMINISTRATORS
and estate of the deceased which shall come to
his possession or knowledge or to the SECTION 3: LAWFUL ACTS of an executor or
possession of any other person for him administrator BEFORE revocation, resignation
or death, SHALL have the like validity as if there
2. To administer according to these rules and if had been no such revocation.
an executor, according to the will of the
testator, all goods, chattels, rights, credits and SECTION 1: Revocation takes place when after
estate of the deceased which shall come to his the letters of administration has been granted
possession or knowledge or to the possession of (intestate) a will of the decedent has been
any other person for him, and from the proved or allowed.
SECTION 3: Widow and minor or incapacitated
Effects: children of the deceased shall receive
1. all powers ceases allowances under the direction of the court,
2. shall surrender the letters of administration DURING the settlement of the estate.
to the court
3. render account RULE 84

SECTION 2: RESIGNATION AND DEATH GENERAL POWERS AND DUTIES OF EXECUTORS


AND ADMINISTRATORS
RESIGNATION, when permitted:
1. neglect to render the account RULE 85
2. neglect to settle the estate
3. neglect to perform and order of judgment of ACCOUNTABILITY AND COMPENSATION OF
the court or duty E/A
4. becomes insane
5. becomes incapable or unsuitable to discharge RULE 86
the trust
CALIMS AGAINST THE ESTATE
*Court has an option to remove him
*Remaining administrators (if any) may RULE 87
administer the trust alone
*Court may grant letters to someone else ACTIONS BY AND AGAINST E/A
suitable.
RULE 88
SECTION 4: POWERS OF THE NEW E/A
1. shall have the like powers to collect and PAYMENT OF DEBTS OF THE ESTATE
settle the estate not administered by the
former RULE 89
2. May prosecute or defend actions
commenced by or against the former SALES, MORTGAGES, AND OTHER
3. Have execution on judgments recovered in ENCUMBERANCES OF PROPERTY OF DECEDENT
the name of the former
4. Court may renew the authority granted to RULE 90
the former, for the sale or mortgage of real
estate, in former of the new, WITHOUT further DISTRIBUTION AND PARTITION OF THE ESTATE
notice or hearing.
SECTION 1. Scenario: When the court shall
RULE 83 assign the residue of the estate to the persons
entitled to the same:
INVENTORY AND APPRAISAL; PROVISION FOR
SUPPORT OF FAMILY A. When payment chargeable to the estate
have been paid
Section 1: A true inventory and appraisal of
both real and personal estate of the deceased FF are chargeable to the estate:
that has come to his possession or knowledge 1. debts
shall be returned to the court WITHIN 3 months 2. funeral charges
after his appointment 3. expenses of administration
4. allowance to the widow
*Court may order the assistance of one or more 5. inheritance of tax
inheritance tax appraisers to assist the new E/A
B. E/A or person interested to the estate,
SECTION 2: Articles need not be inventoried applied for it
(shall not be considered as assets) are:
1. wearing apparel of the surviving H or W and C. After hearing and notice
minor children
2. marriage bed and bedding The Court shall:
3. other articles consumed in the subsistence of 1. name them
the family of the deceased 2. their respective portions or parts
3. such person(s) may demand and recover 1. Court shall fix a date (not more than 6
their respective shares from the E/A or any months after the entry of the order) and place
other person having the same in his possession. for the hearing
2. Court shall direct that a copy of the order be
If there is a controversy?: Court shall hear and published before the hearing at least ONCE A
decide for it as in ordinary cases. WEEK for SIX (6) successive weeks in some
newspaper of general circulation published in
GR: NO DISTRIBUTION SHALL BE ALLOWED the province.
UNTIL THE PAYMENT OF THE OBLIGATIONS
HAVE BEEN MADE SECTION 3. Hearing and Judgment

XPN: Distributees gave a bond, in a sum fixed by


the court

SECTION 2. Advancement made


Deceased made an advancement to any heir.
Questions may be heard and determined by the
court having jurisdiction of the estate

SECTION 3. Express partition, BY whom paid:

1. BY the E/A – if E/A has retained effects in his


hands which may be applied for the expenses of
partition, when it appears equitable to the
court and not inconsistent with the testator’s
intention

2. BY the PARTIES – if otherwise, or if not by the


E/A

SECTION 4. Shall be recorded by the Registry of


deed in the province where the property is
situated
- Certified copies of final orders and
judgments of the court relating to
the real estate or the partition.

RULE 91

ESCHEATS – seizure of real or personal property


by the Government duly represented by the
Solicitor General or his representative in behalf
of the RP.

When a petition of Escheats be filed:


1. Person dies intestate
2. left no heir or person by law entitled to his
properties

Where filed:
RTC of the province where the deceased last
resided or
If he resided out of the PH, in which he had
estate.

SECTION 2. Order of hearing

Anda mungkin juga menyukai