Grounds | Disinheritance | Compulsory Succession | Different Kinds of Succession | WILLS AND SUCCESSION

Grounds for Disinheritance under Philippine Law (Civil Law)

Disinheritance is an act by which a testator, through a valid will, deprives a compulsory heir of their inheritance. It is strictly regulated under the Civil Code of the Philippines to prevent abuses and ensure fairness, given the mandatory nature of compulsory succession.

Below are the specific grounds for disinheritance as provided in Articles 919 to 921 of the Civil Code:

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1. Grounds for Disinheritance of Children and Descendants (Article 919):

Children or descendants may be disinherited for any of the following causes:

1. Accusation of a crime against the testator:

   • Conviction for a crime involving attempts against the life of the testator, their spouse, ascendants, or descendants.
   • The crime must be proven by final judgment.

2. Cruelty or maltreatment:

   • If a child or descendant causes physical or mental harm to the testator.

3. Insult or dishonor:

   • If a child or descendant is guilty of serious acts of insult or dishonor toward the testator.

4. Undue influence:

   • Using force, deceit, intimidation, or undue influence to compel the testator to change their will.

5. Refusal of support:

   • Failing to comply with a legal obligation to support the testator.

6. Adulterous relationships:

   • Leading a dishonorable life or engaging in acts that bring disgrace to the family.

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2. Grounds for Disinheritance of Parents and Ascendants (Article 920):

Parents or ascendants may be disinherited for the following reasons:

1. Attempt on the life of the testator:

   • Conviction for an attempt against the life of the testator, their spouse, or descendants.

2. Cruelty or maltreatment:

   • If the parent or ascendant subjects the testator to maltreatment or cruelty.

3. Abandonment or neglect:

   • If the parent or ascendant fails to provide support to the testator when legally required to do so.

4. Compelling a will:

   • Using force, deceit, intimidation, or undue influence to coerce the testator to change their will.

5. Prostitution or corruption:

   • Leading a dishonorable life or corrupting the morals of the testator or other family members.

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3. Grounds for Disinheritance of the Spouse (Article 921):

The spouse may be disinherited for any of the following reasons:

1. Attempt on the life of the testator:

   • Conviction for an attempt against the life of the testator, their descendants, or ascendants.

2. Grounds for legal separation:

   • Acts that constitute a valid ground for legal separation under the Family Code, such as:
     • Repeated physical violence or abusive conduct.
     • Attempt to corrupt or induce the petitioner, a common child, or a child of the petitioner to engage in prostitution or corruption.
     • Drug addiction or habitual alcoholism.
     • Lesbianism or homosexuality.
     • Infidelity or perversion.
     • Attempt by one spouse to kill the other.

3. Abandonment or neglect:

   • Abandoning the testator without justifiable cause.

4. Refusal to support:

   • Failing to fulfill the obligation of providing support to the testator.

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Conditions for Valid Disinheritance:

To be legally valid, disinheritance must meet the following requirements:

1. Express and clear in the will:

   • Disinheritance must be explicitly stated in the will and the cause must be clearly and unequivocally stated (Article 916).

2. Just cause:

   • There must be a valid ground recognized under Articles 919–921.

3. Proof of the cause:

   • The cause must be proven if contested. In the absence of proof, disinheritance may be declared void.

4. Compliance with formalities:

   • The will must comply with the legal formalities required under the Civil Code.

5. No reconciliation:

   • If reconciliation occurs between the testator and the disinherited heir, the disinheritance becomes void (Article 922).

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Effect of Invalid Disinheritance:

If disinheritance is declared invalid for any reason (e.g., lack of proof, failure to follow formalities), the disinherited heir will retain their right to the compulsory portion of the estate. This ensures that the strict rules protecting compulsory heirs under Philippine law are respected.

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Important Notes on Disinheritance:

• Compulsory heirs cannot be entirely disinherited unless one of the legal grounds is present.
• Disinheritance affects only the legitimate portion (legitime) of the inheritance; other testamentary dispositions in favor of the heir remain unaffected unless explicitly revoked.
• Disinheritance does not extend to the heir’s descendants unless expressly stated and legally justified.

By strictly defining the grounds and procedures for disinheritance, the Civil Code seeks to balance the rights of testators with the legal entitlements of compulsory heirs, ensuring fairness and preventing capricious disinheritance.

Grounds | Legal Separation | Marriage | FAMILY CODE

Legal Separation: Grounds under the Family Code of the Philippines

Legal separation in the Philippines is governed by the Family Code, specifically Articles 55 through 67. This legal remedy allows a married couple to separate legally without dissolving the marriage bond itself, as divorce is not permitted under Philippine law. In a legal separation, the spouses may live separately, and marital property is divided, but they cannot remarry. The Family Code sets forth specific grounds for legal separation, which must be strictly proven in court.

Grounds for Legal Separation (Article 55)

Under Article 55 of the Family Code, a petition for legal separation may be filed on the basis of the following grounds:

1. Repeated Physical Violence or Grossly Abusive Conduct – Committed by one spouse against the other or against a common child, or against the child of the other spouse.

2. Physical Violence or Moral Pressure to Compel the Petitioner to Change Religious or Political Affiliation – This ground covers cases where one spouse is physically violent or exerts undue pressure to force the petitioner into changing their religious beliefs or political affiliations, which would constitute a significant violation of personal autonomy and dignity.

3. Attempt of One Spouse to Corrupt or Induce the Other or a Common Child to Engage in Prostitution, or Connivance in Such Corruption or Inducement – This includes situations where one spouse tries to influence the other or their child to become involved in prostitution or is complicit in actions that would lead to such an outcome.

4. Final Judgment Sentencing a Spouse to Imprisonment of More Than Six Years, Even if Pardoned – If one spouse is sentenced to prison for more than six years, the other spouse has the option to file for legal separation. The law considers that such a lengthy incarceration disrupts marital life.

5. Drug Addiction or Habitual Alcoholism – This ground applies if one spouse develops a persistent addiction to drugs or alcohol, significantly impacting family life and the welfare of the other spouse and children.

6. Lesbianism or Homosexuality – If one spouse engages in same-sex relationships or identifies with a sexual orientation incompatible with the marital relationship, the other spouse may seek legal separation.

7. Contracting by One Spouse of a Subsequent Bigamous Marriage, Even if Void – If a spouse marries another person during an existing marriage, even if the new marriage is void, this constitutes bigamy and is a ground for legal separation.

8. Sexual Infidelity or Perverse Sexual Conduct – Adultery, concubinage, or engaging in a relationship outside marriage constitutes infidelity, one of the strongest grounds for legal separation.

9. Attempt by One Spouse Against the Life of the Other – This includes any attempt to harm or kill the other spouse, a severe violation of the mutual trust that marriage entails.

10. Abandonment without Justifiable Cause for More Than One Year – Abandonment entails desertion or leaving the family with no intention of returning. A minimum period of one year of unjustified absence must be proven for this ground.

Key Considerations and Legal Procedures

• Proof Requirement: All grounds for legal separation must be proven with clear and convincing evidence. Hearsay or insufficiently substantiated claims are generally inadequate.

• Cooling-Off Period: After filing a petition, the court enforces a “cooling-off period” of six months, during which reconciliation efforts are encouraged. If reconciliation occurs, the case may be dismissed.

• Court-Ordered Counseling: The court may require spouses to attend counseling to explore potential reconciliation before proceeding with legal separation.

Effects of Legal Separation (Articles 63 and 64)

Once the court grants legal separation, the following effects apply:

1. Separation of Property: The absolute community or conjugal partnership is dissolved, and assets are divided according to the provisions for either absolute community or conjugal partnership properties, depending on the marriage property regime.

2. Custody of Children: The court determines custody arrangements, prioritizing the welfare of any minor children. In cases of abuse, custody is usually granted to the innocent spouse.

3. Disqualification from Inheritance: The offending spouse loses inheritance rights from the innocent spouse’s estate, including any donations made in consideration of marriage.

4. Revocation of Donations and Designations in Wills: Any donation in favor of the offending spouse is automatically revoked, and the innocent spouse may revise their will to exclude the offending spouse from inheritance.

5. Support and Maintenance: The court may order the offending spouse to provide financial support to the innocent spouse and children, depending on the circumstances.

Additional Notes on Filing and Timing

• Prescriptive Period: A petition for legal separation must be filed within five years from the occurrence of the cause. Delayed action beyond this period generally results in the loss of the right to file.

• No Conversion to Divorce: Since Philippine law does not recognize divorce, legal separation cannot lead to a termination of marriage. Spouses remain legally married and are not permitted to remarry.

Reconciliation (Article 66)

If the spouses reconcile after the decree of legal separation has been issued, the decree shall be set aside, but this does not affect any property division that may have taken place under the decree, unless the couple chooses to restore their property regime.

Legal Separation vs. Annulment and Declaration of Nullity of Marriage

• Annulment: Unlike legal separation, annulment declares a marriage voidable on grounds such as psychological incapacity, fraud, or lack of consent at the time of marriage.

• Declaration of Nullity: This remedy declares a marriage void from the beginning if it lacked essential validity (e.g., incestuous or bigamous marriage).

Each remedy offers different relief and has distinct legal effects, with legal separation allowing for separation of property and living arrangements but not the dissolution of the marriage bond.

Conclusion

Legal separation is a significant legal remedy allowing married individuals to live independently, protect their assets, and arrange custody of children without ending the marital bond. Grounds for legal separation in the Philippines are strictly interpreted, and the court requires substantial evidence and encourages reconciliation. Legal separation provides practical relief for aggrieved spouses while preserving the institution of marriage as mandated by Philippine law.

Grounds | Voidable Marriages | Marriage | FAMILY CODE

Topic: Civil Law > III. Family Code > A. Marriage > 5. Voidable Marriages > a. Grounds

In Philippine law, under the Family Code, marriages that are voidable (as opposed to void ab initio or valid marriages) are those which remain valid and binding until annulled or set aside by a court of law. Voidable marriages exist despite certain defects or issues at the time of marriage, but these defects provide grounds for annulment if actioned upon by a party.

Key Legal Framework

Under Title I, Chapter 4, Articles 45 and 46 of the Family Code, voidable marriages are defined, and the specific grounds under which a marriage may be annulled are detailed. The process for annulment on these grounds generally requires a judicial proceeding, and the action must be brought within a specific time frame or under particular circumstances, depending on the grounds.

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Grounds for Annulment of Voidable Marriages (Article 45)

The Family Code specifies six grounds under which a marriage is considered voidable and may be annulled:

1. Lack of Parental Consent (Article 45, Paragraph 1)

   • If either party was eighteen (18) years of age or over but below twenty-one (21) years of age at the time of marriage and did not obtain parental consent, the marriage may be annulled.
   • Prescriptive Period: The action to annul must be filed within five years after reaching the age of 21 by the party whose consent was not obtained, or by a parent or guardian.

2. Insanity (Article 45, Paragraph 2)

   • If either party was insane or mentally incapacitated at the time of marriage, the marriage may be annulled.
   • Who May File: This action can be filed by the sane spouse, the relative or guardian of the insane spouse, or the insane spouse once they have regained sanity.
   • Prescriptive Period: The action must be filed before the death of either party.

3. Fraud (Article 45, Paragraph 3)

   • The marriage is voidable if consent to the marriage was obtained through fraud.
   • Types of Fraud Recognized (Article 46):
     • Non-disclosure of a prior conviction for a crime involving moral turpitude.
     • Concealment of pregnancy by another man.
     • Concealment of a sexually transmissible disease that is serious and appears to be incurable.
     • Concealment of drug addiction, habitual alcoholism, homosexuality, or lesbianism.
   • Prescriptive Period: An action based on fraud must be filed within five years from the discovery of the fraud.

4. Force, Intimidation, or Undue Influence (Article 45, Paragraph 4)

   • A marriage is voidable if consent was obtained through force, intimidation, or undue influence.
   • Prescriptive Period: The action to annul on this ground must be filed within five years from the cessation of such force, intimidation, or undue influence.

5. Impotency (Article 45, Paragraph 5)

   • The marriage may be annulled if either party was physically incapable of consummating the marriage with the other, and such incapacity appears to be incurable.
   • Prescriptive Period: This action must be filed within five years after the marriage.

6. Sexually Transmissible Disease (Article 45, Paragraph 6)

   • If either party was afflicted with a sexually transmissible disease that is serious and appears to be incurable, the marriage may be annulled.
   • Prescriptive Period: This action must be filed within five years after the marriage.

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Procedural Aspects and Relevant Considerations

• Annulment vs. Declaration of Nullity: It is crucial to distinguish between voidable marriages (annulment) and void marriages (declaration of nullity). Voidable marriages are presumed valid until annulled by a court. In contrast, void marriages are considered non-existent from the outset.

• Statute of Limitations: Each ground for annulment has a specific prescriptive period within which the aggrieved party must act. Failing to file within the prescribed time may bar the action, leaving the marriage valid.

• Legitimacy of Children (Article 54): Children conceived or born of a voidable marriage before its annulment are considered legitimate. Annulment does not affect the legitimacy of the children.

• Effects on Property: Upon annulment, the property regime of the marriage (e.g., absolute community or conjugal partnership) is dissolved, and the properties are divided according to the rules applicable to the type of regime in place during the marriage.

• Support and Custody: Even after the annulment of marriage, the court may order support and decide custody matters for the children.

Jurisprudence on Voidable Marriages

The Supreme Court has clarified the importance of proving specific grounds for annulment. Courts carefully examine evidence, particularly for claims involving fraud, force, or physical incapacity, as these can be challenging to substantiate without credible proof. Courts may require expert testimony or documentary evidence (e.g., medical records) to confirm claims like mental incapacity or physical incapacity.

In summary, voidable marriages in the Philippines allow individuals to seek annulment on specific grounds, with procedural requirements that must be strictly followed to ensure that the marriage is legally nullified.