Questions to consider: 1. Are there any legitimate children? a. If yes How many? 2. Is there a surviving spouse? 3. Are there any illegitimate children? Categories: 1. 2. 3. 4.
There is only (1) One Legitimate Child
There are Two or More Legitimate Children There are NO Legitimate Children There are NO Children
Category #1 There is only (1) One Legitimate Child
Rules: 1. The Legitimate Child will always receive (1/2) One-half of the ENTIRE estate 2. The Surviving Spouse will always receive (1/4) One-Fourth of the ENTIRE estate 3. The Illegitimate Child or Children will each receive (1/2) One-half of the VALUE of the LEGITIMATE CHILD a. Except if the value exceeds the remaining value of the estate i. Note: The legitimate child and surviving spouse are preferred 4. If the remaining value after giving to the legitimate child and surviving spouse their share, cannot comply with Rule 3, disregard Rule 3 and DIVIDE the remaining value of the estate by the number of illegitimate children Illustrations: Testators Estate Value = 100,000 Situation 1: Only the Legitimate Child Legitimate Child = (1/2) = 50,000 Free Portion = Remaining Value = 50,000
Surviving Spouse and MORE than one Illegitimate Child (Lets say 2)
Legitimate Child = (1/2) = 50,000
Legitimate Child = (1/2) = 50,000
Surviving Spouse = (1/4) = 25,000
Surviving Spouse = (1/4) = 25,000
Illegitimate Child = (1/2 of the Legitimate
Child) = 25,000
Illegitimate Children = Remaining Value /
Number of Illegitimate Children = 25,000 / 2 = 12,500 EACH ------------------o-o-o----------------If 3 Illegitimate Children then divide the remaining value by 3, and so on and so forth
Free Portion = Remaining Value = 0 (In
this case)
Category #2 There are Two or More Legitimate Children
Rules: 1. (1/2) One-half of the ENTIRE estate will be DIVIDED among the Legitimate Children 2. The Surviving Spouse will always receive the value of (1) ONE LEGITIMATE CHILD 3. The Illegitimate Child or Children will each receive (1/2) One-half of the VALUE of ONE LEGITIMATE CHILD 4. If the remaining value after giving to the legitimate child and surviving spouse their share, cannot comply with Rule 3, disregard Rule 3 and DIVIDE the remaining value of the estate by the number of illegitimate children Illustrations: Testators Estate Value = 100,000; 2 Legitimate Children Situation 1: Only Legitimate Children Situation 2: The Legitimate Children and the Surviving Spouse Legitimate Children = (1/2) / Number of Legitimate Children = 50,000 / 2 = 25,000 Legitimate Child = (1/2) / Number of EACH Legitimate Children = 50,000 / 2 = 25,000 EACH Free Portion = Remaining Value = 50,000 Surviving Spouse = Same as (1) One Legitimate Childs Share = 25,000 Situation 3: The Legitimate Children, Surviving Spouse and (1) Illegitimate Child
Free Portion = Remaining Value = 25,000
Situation 4: The Legitimate Children, Surviving Spouse and MORE than one Illegitimate Child (Lets say 2)
Legitimate Child = (1/2) / Number of
Legitimate Children = 50,000 / 2 = 25,000 EACH
Legitimate Child = (1/2) / Number of
Legitimate Children = 50,000 / 2 = 25,000 EACH
Surviving Spouse = Same as (1) One
Legitimate Childs Share = 25,000
Surviving Spouse = Same as (1) One
Legitimate Childs Share = 25,000
Illegitimate Child = (1/2 of (1) One
Legitimate Child) = 12,500
Illegitimate Child = (1/2 of (1) One
Legitimate Child) = 12,500 EACH = 25,000 (RULE 3) ------------------o-o-o----------------If 3 Illegitimate Children then divide remaining value by 3, and so on and so forth (RULE 4)
Free Portion = Remaining Value = 12,500
(In this case)
Category #3 There are NO LEGITIMATE Children
Rules: 1. If there are ONLY Illegitimate Children (1/2) One-half of the ENTIRE estate DIVIDED among the Illegitimate Children 2. If there are Illegitimate Children and the Surviving Spouse each will receive (1/3) One-third of the ENTIRE estate (The 1/3 for the Illegitimate Children divided among the number of Illegitimate Children) 3. If there are Illegitimate Children and Legitimate Parents a. (1/4) One-fourth of the ENTIRE estate DIVIDED among the Illegitimate Children b. (1/2) One-half of the ENTIRE estate DIVIDED among the Legitimate Parents (If there is only one parent no need to divide) 4. If there are Illegitimate Children, Legitimate Parents and the Surviving Spouse a. (1/4) One-fourth of the ENTIRE estate DIVIDED among the Illegitimate Children b. (1/2) One-half of the ENTIRE estate DIVIDED among the Legitimate Parents (If there is only one parent no need to divide) c. (1/8) One-eighth of the ENTIRE estate given to the Surviving Spouse Illustrations: Testators Estate Value = 120,000; 2 Illegitimate Children Situation 1: Only Illegitimate Children Situation 2: The Illegitimate Children and the Surviving Spouse Illegitimate Children = (1/2) / Number of Illegitimate Children = 60,000 / 2 = 30,000 Illegitimate Child = (1/3) / Number of EACH Illegitimate Children = 40,000 / 2 = 20,000 EACH Free Portion = Remaining Value = 60,000 Surviving Spouse = (1/3) = 40,000 Situation 3: The Illegitimate Children and Legitimate Parents Illegitimate Child = (1/4) / Number of Illegitimate Children = 30,000 / 2 = 15,000 EACH Legitimate Parents = (1/2) = 60,000 = 30,000 EACH (If there are 2 Legitimate Parents) Free Portion = Remaining Value = 30,000 (In this case)
Free Portion = Remaining Value = 40,000
Situation 4: The Illegitimate Children, Legitimate Parents, and Surviving Spouse Illegitimate Child = (1/4) / Number of Illegitimate Children = 30,000 / 2 = 15,000 EACH Legitimate Parents = (1/2) = 60,000 = 30,000 EACH (If there are 2 Legitimate Parents) Surviving Spouse = (1/8) = 15,000 Free Portion = Remaining Value = 15,000 (In this case)
Category #4 There are NO CHILDREN
Rules: 1. Legitimate Parents will always receive (1/2) One-half of the ENTIRE estate 2. If there are Legitimate Parents and Surviving Spouse a. (1/2) One-half of the ENTIRE estate DIVIDED among the Legitimate Parents (If there is only one parent no need to divide) b. (1/4) One-fourth of the ENTIRE estate given to the Surviving Spouse 3. If there is ONLY the Surviving Spouse a. General Rule (1/2) One-half of the ENTIRE estate b. Articulo Mortis (Solemnized while one is about to die) i. Testator died within (3) Three months from the time of marriage (1/3) One-third of the ENTIRE estate 1. Except when Testator and the Surviving Spouse had been living as husband and wife (without the benefit of marriage) for 5 years (1/2) One-half of the ENTIRE estate 4. If there is ONLY the Illegitimate Parent (1/2) One-half of the ENTIRE estate 5. If there is the Illegitimate Parent and the Surviving Spouse EACH will receive (1/4) of the ENTIRE estate Note: Theres NO such thing as TWO illegitimate parents (I think? Opinion lang ni..) Illustrations: Testators Estate Value = 120,000 Situation 1: Only Legitimate Parents Legitimate Parents = (1/2) / Number of Parents = 60,000 / 2 = 30,000 EACH Free Portion = Remaining Value = 60,000
Situation 2: The Legitimate Parents and
the Surviving Spouse Legitimate Parents = (1/2) / Number of Parents = 60,000 / 2 = 30,000 EACH Surviving Spouse = (1/4) = 30,000 Free Portion = Remaining Value = 30,000
Situation 3: Only the Surviving Spouse
Gen. Rule: Surviving Spouse = (1/2) = 60,000 Free Portion = Remaining Value = 60,000 (In this case) ---------------o-o-o---------------Articulo Mortis A.) Testator Died within 3 Months from the time of the marriage = (1/3) = 40,000 Free Portion = Remaining Value = 80,000 (In this case) B.) Living as husband and wife for 5 years = (1/2) = 60,000 Free Portion = Remaining Value = 60,000 (In this case)
Situation 4: Only Illegitimate Parent OR
Illegitimate Parents and Surviving Spouse A.) Only Illegitimate Parent Only Illegitimate Parent = (1/2) = 60,000 Free Portion = Remaining Value = 60,000 (In this case) B.) Illegitimate Parent and Surviving Spouse Illegitimate Parent = (1/4) = 30,000 Surviving Spouse = (1/4) = 30,000 Free Portion = Remaining Value = 60,000 (In this case)