Saturday, October 14, 2023

WHETHER A SUIT BASED ON WILL WITHOUT PROBATE IS MAINTAINABLE?

 


Whether a suit based on Will without probate is maintainable?

The aforesaid aspect has remained an issue for a perpetual deliberation. The probate of Will and Letter of Administration of a Will as per the provisions of Indian Succession Act 1925 shall have to be obtained, for maintaining a suit or a suit for partition suit based on probate is one school of thought, whereas there are contrary opinion as well. It is more so relevant in the context of Delhi and some other provinces, where obtaining probate of Will is optional. What therefore follows is whether in Delhi, in this backdrop, a suit for partition based on a Will could be maintained without a probate or Letter of Administration?. The answer whether generic or in a particular reference to Delhi shall have the answers from judicial precedents itself and the endeavour herein is to find out the answer.




The Patna High Court in Sushila Devi Vs.  Chandra Bhushan Chaudhary and Ors AIR 2019 Patna 51 has succinctly dealt with the issue.

 

The factual matrix before Patna High Court was that if a suit based on Will shall not be maintainable, because, claim of the plaintiff was based on the 'Will' and unless the 'Will' is probated, no person can claim any right before the court of law in view of the bar under Section 213 of the Indian Succession Act, 1925?

The learned court below did not dismiss the suit rather held that unless a probate is filed by the plaintiff, no decree can be passed in favour of the plaintiff. The Patna High Court was approached in revisional jurisdiction.

The Sub-section (1) of Section 213 of the Indian Succession Act which is relevant for the purpose reads as follows:--

"213. Right as executor or legatee when established--

(1) No right as executor or legatee can be established in any Court of Justice, unless a Court of competent jurisdiction in [India] has granted probate of the Will under which the right is claimed, or has granted letters of administration with the Will or with a copy of an authenticated copy of the Will annexed."

Thus, the Patna High Court has held that From a perusal of the provision aforesaid it is apparent that no right as executor or legatee can be established in any court of justice unless the 'Will' is probated by the competent court. In the present case the 'Will' was not probated on the date of institution of the suit as such the suit was itself incompetent.

It was though made clear that in the event of grant of probate, the plaintiff in the suit may exercise his right before the Civil Court by filing a fresh suit, if so advised.

        The Supreme Court in recent judgment captioned as Kanta Yadav

        Vs Om Prakash Yadav & Ors Civil Appeal No. 5823 of 2019 has

        Dealt With the matter.

FACTS:

The learned Single Bench of Delhi High Court had allowed an application under Order 7 Rule 11 of the Code of Civil Procedure, 1908 holding that the suit for declaration and permanent injunction is not maintainable in view of Section 213 of the Indian Succession Act, 1925. The Division bench of Delhi high court had set aside the order passed by ld Singe Judge. It may be noted that the two suits were filed by parties having rival claims –one on the basis of Will and the other on the basis of natural succession.

The Division Bench of the High Court has held that the bar under section 213 of the Act is not applicable and, therefore, was pleased to set aside the order of rejection of plaint and directed that both the suits be clubbed and common evidence be led together. 

The Special Leave petition was thus filed before Supreme Court by the aggrieved party and leave was granted and civil appeal was heard.

The short question to be examined by the Supreme Court was – whether it is necessary to seek probate or letter of administration in respect of a Will in terms of Section 213 of the Act in the National Capital Region of Delhi?

What is significant in the context is that the  National Capital Region Delhi as existed today was earlier part of erstwhile State of Punjab prior to November 1, 1966. As such, Section 57 of the Indian Succession Act is applicable where the properties and parties are situated in the territories of Bengal, Madras or Bombay, therefore, it is not necessary to seek probate or letter of administration in respect of properties or the persons when they are not located in the States of Bengal, Madras or Bombay.  To examine the said question, Section 57 is relevant to quote hereunder:

   

 

 Section 57–Application of certain provisions of Part to a class of Wills

made by Hindus, etc. –

 

The provisions of this Part which are set out in Schedule III shall, subject to the restrictions and modifications specified therein, apply-

(a) to all Wills and codicils made by any Hindu, Buddhist, Sikh or Jaina on or after the first day of September, 1870, within the territories which at the said date were subject to the Lieutenant-Governor of Bengal or within the local limits of the ordinary original civil jurisdiction of the High Courts of Judicature at  Madras and Bombay; and

(b) to all such Wills and codicils made outside those territories and limits so far as relates to immoveable property situate within those territories or limits; and

(c) to all Wills and codicils madeby any Hindu, Buddhist, Sikh or Jaina on or after the first day of January, 1927, to which those provisions are not applied by clauses (a) and (b):

 

Provided that marriage shall not revoke any such Will or codicil.

 

The Punjab & Haryana High Court and Delhi High Court had examined the said aspect in a matter reported as Ram Chand v. Sardara Singh & Ors AIR 1962P&H 382, the Punjab High Court held as under:

“4. …The clear effect of these provisions appears to be that the provisions of section 213(1) requiring probate do not apply to wills made outside Bengal and the local original jurisdictional limits of the High Courts at Madras and Bombay except where such wills relate to immovable property situated within those territories.

 

6.         As I have said the clear reading of the provisions of the Act leave no doubt whatever that no probate is necessary in order to set up a claim regarding property either movable or immovable on the basis of a will executed in the Punjab and not relating to property situated in the territories mentioned in section 57(a). I accordingly accept the revision petition and set aside the order of the lower Court requiring the petitioner to obtain probate. The matter may now be disposed of by the lower Court, where the parties have been directed to appear on the 4th of December, 1961. The parties will bear their own costs in this Court.”

 

 

The said view was affirmed by the Division Bench of Punjab and Haryana High Court in M/s. Behari Lal Ram Charan v. Karam Chand Sahni & Ors 1968 AIR (Punjab) 108  it is held by the Division bench that section 57 read with section 213(2)  from the bare perusal of the two sections shall apply to those cases where the properties and parties are situated in the territories of Bengal, Madras and Bombay , whereas clause (b) applies to those cases where the parties are not residing in those territories but the property involved is situate within those territories. Therefore, where both the person and property of any Hindu, Budhist, Sikh or Jaina, are situated outside the territories mentioned above, the rigour of section 213, sub-section (1), is not attracted.

In Mrs. Winifred Nora Theophilus v. Mr. Lila Deane & Ors. AIR 2002 Delhi 6 , a Single Bench of Delhi High Court held as under:

“11.On interpretation of Section 213 read with Section 57 (a) and (b), the Courts have opined that where the will is made by Hindu, Buddhist, Sikh and Jaina and were subject to the Lt. Governor of Bengal or within the local limits of ordinary, original civil jurisdiction of High Courts of Judicature at Madras and Bombay or even made outside but relating to immovable property within the aforesaid territories that embargo contained in Section 213 shall apply. From this it stands concluded that if will is made by Hindu, Buddhist, Sikh or Jaina outside Bengal, Madras or Bombay then embargo contained in Section 213 shall not apply. This is what the various judgments cited by the learned counsel for the defendants decide. Therefore, there is no problem in arriving at the conclusion that if the will is made in Delhi relating to immovable property in Delhi by Hindu, Buddhist, Sikh or Jaina, no probate is required.”

 

 

The Supreme Court in Clarence Pais & Ors. v. Union of India (2001) 4 SCC 325 had occasion to deal with the issue, wherein, validity of Section 213 of the Act was challenged as unconstitutional and discriminatory against the Christians. The Supreme Court held as under:

“6.…A combined reading of Sections 213 and 57 of the Act would show that where the parties to the will are Hindus or the properties in dispute are not in territories falling under Sections 57(a) and (b), sub-section (2) of Section 213 of the Act applies and sub-section (1) has no application. As a consequence, a probate will not be required to be obtained by a Hindu in respect of a will made outside those territories or regarding the immovable properties situate outside those territories. The result is that the contention put forth on behalf of the petitioners that Section 213(1) of the Act is applicable only to Christians and not to any other religion is not correct.

 

 

The Supreme Court in Kanta Yadav (Supra) has therefore held as under:

 

12) The statutory provisions are clear that the Act is applicable to Wills and codicils made by any Hindu, Buddhist, Sikh or Jain, who were subject to the jurisdiction of the Lieutenant-Governor of Bengal or within the local limits of the ordinary original civil jurisdiction of the High Courts of Madras or Bombay-{clause (a)of Section 57 of the Act}.  Secondly, it is applicable to all Wills and codicils made outside those territories and limits so far as relates to immoveable property within the territories aforementioned-Clause (b) of Section 57. The clause (c) of Section 57 of the Act relates to the Wills and codicils made by any Hindu, Buddhist, Sikh or Jain on or after the first day of January, 1927, to which provisions are not applied by clauses (a) and (b).However, sub-section (2) of Section 213 of the Act applies only to Wills made by Hindu, Buddhist, Sikh or Jain where such Wills are of the classes specified in clauses (a) or (b) of Section 57.  Thus, clause (c) is not applicable in view of Section 213(2) of the Act”.

 

“13) In view thereof, the Wills and codicils in respect of the persons who are subject to the Lieutenant-Governor of Bengal or who are within the local limits of ordinary original civil jurisdiction of High Court of Madras or Bombay and in respect of the immoveable properties situated in the above three areas.  Such is the view taken in the number of judgments referred to above in the States of Punjab and Haryana as well as in Delhi as also by this Court in Clarence Pais.”

 

                                  REMARK

What emerges therefore, from the aforesaid discussion is that so far as National Capital Territory of Delhi is concerned, seeking probate of Will is not necessary and any suit based on Will shall be maintainable. However, probate of the Will if obtained, being judgment in rem and hence shall be applicable to all shall conclusively deal with the veracity of the Will. The probate of Will or Letter to Administration, of course does not decide the title of the property under Will, but the veracity of Will on the touchstone of law is decided. Therefore, if probate is obtained and if thereafter, say, a suit for partition is filed, the fact that Will is already tested on the touchstone of law, the decision in the suit for partition or such other suit shall be prevented from many hassles in the course of proceedings. Moreover, a Will in itself may contain several criteria and also takes note of contingency in order to make it applicable and if suit of partition or declaration is filed without obtaining probate, parties to the lis shall have to face some roadblock in the course of adjudications. The probate or letter of administration, as the case may be, therefore, shall aid to conclude the matter effectively, if probate is obtained before seeking its further adjudication on other aspects including enforcement by way of a suit. The mandate of law, notwithstanding, however, in vast majority of cases, the law in abstract may not aid the parties to the lis, in as much as, apart from contrary judgments enunciated earlier in the aforesaid context and though, it appears to be settled a great deal now, still, in a suit like partition ascertaining shares as per Will and passing preliminary decree followed with final decree shall be difficult, unless probate of Will or Letter of Administration as the case may be is obtained.

                                           ------------

                                  Anil K Khaware

                                  Founder & Senior Associate

Societylawandjustice.com

        

 

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