Full Judgment Text
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CASE NO.:
Appeal (civil) 4882 of 2007
PETITIONER:
Savithri & Ors
RESPONDENT:
Karthyayani Amma & Ors
DATE OF JUDGMENT: 12/10/2007
BENCH:
S.B. Sinha & Harjit Singh Bedi
JUDGMENT:
J U D G M E N T
[Arising out of SLP (Civil) No. 3374 of 2005]
S.B. SINHA, J :
1. Leave granted.
2. The question involved in this appeal is the validity of a Will dated
07.08.1971 executed by one Sankaran Nair.
3. For the sake of convenience, the genealogical table may be noticed at
the outset :
Krishnan Nair Kochukutty
[brother] @ Kuttipenamma [sister]
[Died unmarried in 1971] [Dead]
|
|
__________________|____________________
| |
| |
Sankaran Nair Nanikutty Amma
[Died in 1978] [Dead]
|
| |
Madhavan Nair |
|
_______ |_______
|
|
D-1
D-2
|
D-3 to D-8
4. The properties in suit were purchased by Krishanan Nair and
Kochukutty @ Kuttipennamma, mother of Respondent Nos. 1 and 2 and
grandmother of Respondent Nos. 3 to 8 herein. Krishnan Nair was a
bachelor. Kochukutty had two children, Sankaran Nair and Nanikutty
Amma. They were governed by Marumakkattayam School of Law.
Appellants herein are wife, son and daughters of Madhavan Nair son of
Sankaran Nair (Plaintiff). Respondent Nos. 1 and 2 herein (Original
Defendant Nos. 1 and 2) and Respondent Nos. 3 to 8 herein (Original
Defendant Nos. 3 to 8) are children and grandchildren respectively of
Nanikutty Amma (sister of Sankaran Nair). Sankaran Nair died in 1978.
Indisputably, the relationship between Sankaran Nair and his wife was
strained. They were living separately. Sankaran Nair had been living with
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his sister and her children. They were looking after him. He was suffering
from cancer. Respondents herein were bearing all costs for his treatment.
Execution of the said will is not in dispute. What is contended is that
the same was surrounded by suspicious circumstances which, according to
the appellants, were :
1. Registrar was brought to the house of the propounder which
proves that the testator was not in good health and mental
condition at the time of execution of the Will.
2. DW-2, who was an attesting witness to the Will, in his
deposition stated that he had not seen the execution of the Will.
He had also no previous acquaintance with the parties.
3. Other witnesses to the execution of the Will were beneficiaries
under the Will.
4. Even when execution and registration of the Will had taken
place at the house, there was no reason as to why anybody from
the locality had not attested the Will as a witness.
5. In the year 1986, Plaintiff having come to know that Respondent No.
3 was going to construct a house on the said land, filed a suit for partition
as also for cancellation of the said Will. The said suit was decreed by the
learned Subordinate Judge by a judgment and order dated 18.01.1992,
holding, inter alia, :
\023\005The plaintiff had stated that at the time of execution
of the will the testator was not in a sound disposing state
of mind and he did not sign the document after knowing
the contents of the same. In such circumstances, the
propounder has to prove that the testator signed the
document in the presence of two attesting witnesses who
signed it in the presence of each other. The important
aspect is that Sankaran Nair was not having testamentary
capacity at the time of execution of Ext. A1 is more or
less admitted by the defendants. In chief examination of
PW-4 he has stated that the Sankaran Nair was not able
to execute Ext. A4 and he was not in such a mental
condition to execute such a document. That statement in
chief examination is not cross-examined\005\024
It was further observed :
\023\005The definite case of the plaintiff is that all the
documents were executed at the instance of Narayanan
Nair. On cardinal scrutiny of the entire evidence as a
whole it can be seen that Narayanan Nair is the actual
person behind the execution of all the documents\005\024
The learned Trial Judge also observed :
\023\005It is also not proved whether the testator signed the
document after knowing the contents of the documents.
If the relationship of the testator with the son was so
strange, there was no necessity for him to reserve
Rs.500/- to his son in Ext.A4. If he reserves Rs. 500/- to
his son in Ext. A4 that means he has an affection towards
his son during his life time. Therefore, he might have
intended to give the property to his son after his death.
There was no necessity for him to bequeath his property
to the defendants who are living along with him and
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taking the income from the property. That income is
sufficient for his maintenance and there is no necessity
for bequeathing the entire property to the defendants as
Ext. A4\005\024
6. An appeal preferred thereagainst, however, has been allowed by
reason of the impugned judgment dated 17.08.2004, holding :
\023\005The plaintiff who could claim as legal heir of
Sankaran Nair has no right to challenge the partition deed
executed by Sankaran Nair and others except on
establishment of the fact that Sankaran Nair was not in a
position to understand the contents of the partition deed
or that fraud was played on him while effecting partition
which he did not find out during his life time\005\024
The High Court further observed :
\023\005In the will it is stated that the property bequeathed
under the will was obtained by his uncle and his mother
and there was a partition between himself, uncle and
others and the property allotted to him in the partition
was being bequeathed under the will. In the will
Sankaran Nair has also directed an amount of Rs. 500/- to
be given to the plaintiff. Therefore, there is nothing
unnatural in Sankaran Nair directing the property
obtained by him to be enjoyed by his nephew and niece
and their children as they were looking after him during
the major portion of his life time. In such circumstances
I do not think that it can be said that mere disinheritance
of the legal heir by itself in the peculiar facts of this case
will amount to a suspicious circumstance\005\024
7. Appellants are, thus, before us.
8. Mr. Nishe Rajen Shonker, learned counsel appearing on behalf of the
appellants, in support of the appeal, would submit that the High Court
committed a serious error in passing the impugned judgment insofar as it
failed to take into consideration the suspicious circumstances surrounding
the Will which have been noticed by the learned Trial Judge.
It was contended that as the beneficiaries under the said Will took an
active role in the matter of execution thereof, the same by itself would be
sufficient to hold that the execution thereof had not been proved. Strong
reliance, in this behalf, has been placed on H. Venkatachala Iyengar v. B.N.
Thimmajamma and Others \026 AIR 1959 SC 443].
9. Mr. T.L.V. Iyer, learned Senior Counsel appearing on behalf of the
respondents, on the other hand, would submit that the findings of the learned
Trial Judge are perverse being beyond the pleadings in the suit.
The learned counsel would contend that the learned Trial Judge failed
to notice that although two Wills had been executed \026 one by Krishnan Nair
on 06.08.1971 and another by Sankaran Nair on 07.08.1971, only the latter
one was in question. The learned Counsel urged that although the partition
had taken place on 27.07.1971, as the testators intended to keep life interest
for themselves, the said Wills were executed soon after the partition.
10. We may notice certain peculiar features of this case. The value of the
joint family properties was assessed at Rs. 4,000/-. The share of Sankaran
Nair being 1/4th therein, the value of the properties allotted in his favour was
only Rs. 1,000/-. Out of the said properties, in terms of the said Will, a sum
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of Rs.500/- was to be paid to the plaintiff.
In the said Will it was stated :
\023My day-to-day affairs well as treatment are being
looked after and is rendered in a sincere manner and
according to my wishes by Sankunny Menon &
Karthiyani Amma who are (the children of my late sister
Nani Kutty Amma) and her children.
And I do believe that they will continue to behave
in the same was (sic) future also. And I, hereby declare
that after my death, all the assets in my name as well as
the property in the B Schedule which has devolved upon
me by the above mentioned deed, shall vest in and be
taken possession of and enjoyed by my late sister
Nanikutty Amma\022s children, Sankunni Menon and
Karthyayani and her children and nobody else will have
any right whatsoever over my assets or property. Within
an year of my death, a sum of rupees five hundred shall
be given to my son Madhavan and a receipt for the same
shall be obtained by Karthyayani Amma. If the above
mentioned sum is not given to Madhavan within 1 year
and for that a receipt is not obtained, he is entitled to get
an interest of =% per hundred rupees, until he receives
the money. If the amount is not accepted even after
knowing about the above amount he shall not have any
right to claim any interest as stated above. Item No. 2 of
the schedule which I have received as may lawful share,
is hereby charged for the realization of the above said
amount. If my uncle, Krishnan Nair, expires after my
death, then for his funeral and other related rituals an
amount which may extend upto Rs. 250/-, shall be borne
by Karthyayani Amma, This Will shall come into force
only in the event of and on my death. I hereby retain and
have all rights and authority to cancel this will or redraft
the same or dispose of my properties as per my wish. I
also hereby state that, in the event of any such act, the
same shall be done only through a document made to that
end. After deciding and agreeing as above the witnesses
signs below. I have signed in this will only in Pullapra
Village and is being numbered after producing it in the
Trichur Registrar Office.\024
11. We would proceed on the basis that at the time of execution of the
said Will, the testator was unwell. The test, however, is as to whether he
possessed mental capacity to understand the contents of the Will and
whether the same was free and/or voluntary.
12. Submission of the learned counsel that if both Krishnan Nair and
Sankaran Nair were to bequeath their entire right, title and interest in the
properties in favour of the respondents herein, by way of family arrangement
or otherwise, no deed of partition was required to be executed, cannot be
accepted as thereby they would have lost their interest in the property
during their life time. They evidently intended to have life interest in the
property, bequeathing the same in favour of the respondents. It must also be
borne in mind that the parties are governed by Marumakkattayam School of
Hindu Law. The sisters in the family have a role to play. The fact that the
testator was totally dependent on his nephew and nieces is beyond any
dispute. He lost his employment in the year 1959. Apart from the properties
which were subject-matter of the Will, he had no other independent source
of income. Being totally dependent on the respondents having been
suffering from cancer, he was bound to place implicit faith and confidence
only upon those who had been looking after him. The Will was admittedly
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registered. The testator lived for seven years after execution of the Will. He
could change his mind; he did not. The very fact that he did not take any
step for cancellation of the Will is itself a factor which the Court may take
into consideration for the purpose of upholding the same. The question as to
whether the Register was brought to the house of the propounder or he had
gone to the Registrar\022s office is not a matter which requires serious
consideration. But we may notice that the witness examined on behalf of the
respondents, Raveendran (DW-2), categorically stated that he had gone to
the Registrar\022s office to get the same registered. Execution of the will
might have taken place at the house of Krishnan Nair, but according to DW-
2 he came to his office even after registration. Even the other Will was also
scribed by him and he was an attesting witness therein also.
13. It is not correct to contend that DW-2 could not have the attesting
witness. He in his deposition categorically stated that he had seen the Will
being read over to the propounder. The witnesses and he had seen Krishnan
Nair putting his signature on the Will. Krishnan Nair had also seen the
witnesses putting their signatures. This satisfies the requirements of the
provisions of the Section 63 of the Indian Succession Act, 1925 and Section
68 of the Indian Evidence Act, 1872. [See Apoline D\022 Souza v. John D\022
Souza \026 2007 (7) SCALE 766].
14. The legal requirements in terms of the said provisions are now well-
settled. A Will like any other document is to be proved in terms of the
provisions of the Indian Succession Act and the Indian Evidence Act. The
onus of proving the Will is on the propounder. The testamentary capacity of
the propounder must also be established. Execution of the Will by the
testator has to be proved. At least one attesting witness is required to be
examined for the purpose of proving the execution of the Will. It is required
to be shown that the Will has been signed by the testator with his free will
and that at the relevant time he was in sound disposing state of mind and
understood the nature and effect of the disposition. It is also required to be
established that he has signed the Will in the presence of two witnesses who
attested his signature in his presence or in the presence of each other. Only
when there exist suspicious circumstances, the onus would be on the
propounder to explain them to the satisfaction of the court before it can be
accepted as genuine.
15. We may, however, notice that according to the appellants themselves,
the signature of the testator on the Will was obtained under undue influence
or coercion. The onus to prove the same was on them. They have failed to
do so If the propounder proves that the Will was signed by the testator and
he at the relevant time was in sound disposing state of mind and understood
the nature and effect of disposition, the onus stands discharged. For the
aforementioned purpose the background fact of the attending circumstances
may also be taken into consideration. [See B. Venkatamuni v. C.J.
Ayodhya Ram Singh and Others (2006) 11 SCALE 148].
16. In Niranjan Umeshchandra Joshi v. Mrudula Jyoti Rao & Ors. [2006
(14) SCALE 186], this Court held :
\023Section 63 of the Indian Evidence Act lays down
the mode and manner in which the execution of an
unprivileged Will is to be proved. Section 68 postulates
the mode and manner in which proof of execution of
document is required by law to be attested. It in
unequivocal terms states that execution of Will must be
proved at least by one attesting witness, if an attesting
witness is alive subject to the process of the court and
capable of giving evidence. A Will is to prove what is
loosely called as primary evidence, except where proof is
permitted by leading secondary evidence. Unlike other
documents, proof of execution of any other document
under the Act would not be sufficient as in terms of
Section 68 of the Indian Evidence Act, execution must be
proved at least by one of the attesting witnesses. While
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making attestation, there must be an animus attestandi,
on the part of the attesting witness, meaning thereby, he
must intend to attest and extrinsic evidence on this point
is receivable.
The burden of proof that the Will has been validly
executed and is a genuine document is on the
propounder. The propounder is also required to prove
that the testator has signed the Will and that he had put
his signature out of his own free will having a sound
disposition of mind and understood the nature and effect
thereof. If sufficient evidence in this behalf is brought on
record, the onus of the propounder may be held to have
been discharged. But, the onus would be on the applicant
to remove the suspicion by leading sufficient and cogent
evidence if there exists any. In the case of proof of Will,
a signature of a testator alone would not prove the
execution thereof, if his mind may appear to be very
feeble and debilitated. However, if a defence of fraud,
coercion or undue influence is raised, the burden would
be on the caveator. [See Madhukar D. Shende v. Tarabai
Shedage (2002) 2 SCC 85 and Sridevi & Ors. v. Jayaraja
Shetty & Ors. (2005) 8 SCC 784]. Subject to above,
proof of a Will does not ordinarily differ from that of
proving any other document.\024
17. Therein, this court also took into consideration the decision of this
Court in H. Venkatachala Iyengar (supra), wherein the following
circumstances were held to be relevant for determination of the existence of
the suspicious circumstances :
\023(i) When a doubt is created in regard to the condition
of mind of the testator despite his signature on the
Will;
(ii) When the disposition appears to be unnatural or
wholly unfair in the light of the relevant
circumstances;
(iii) Where propounder himself takes prominent part in
the execution of Will which confers on him
substantial benefit.\024
18. We do not find in the fact situation obtaining herein that any such
suspicious circumstance was existing. We are not unmindful of the fact that
the court must satisfy its conscience before its genuineness is accepted. But
what is necessary therefor, is a rational approach.
19. Deprivation of a due share by the natural heirs itself is not a factor
which would lead to the conclusion that there exist suspicious
circumstances. For the said purpose, as noticed hereinbefore, the
background facts should also be taken into consideration. The son was not
meeting his father. He had not been attending to him. He was not even
meeting the expenses for his treatment from 1959, when he lost his job till
his death in 1978. The testator was living with his sister and her children. If
in that situation, if he executed a Will in their favour, no exception thereto
can be taken. Even then, something was left for the appellant.
20. In Ramabai Padmakar Patil (Dead) though L.Rs. and Others v.
Rukminibai Vishnu Vekhande and Others [(2003) 8 SCC 537], this Court
held :
\0248. A Will is executed to alter the mode of succession
and by the very nature of things it is bound to result in
either reducing or depriving the share of a natural heir. If
a person intends his property to pass to his natural heirs,
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there is no necessity at all of executing a Will. It is true
that a propounder of the Will has to remove all
suspicious circumstances. Suspicion means doubt,
conjecture or mistrust. But the fact that natural heirs have
either been excluded or a lesser share has been given to
them, by itself without anything more, cannot be held to
be a suspicious circumstance, especially in a case where
the bequest has been made in favour of an offspring\005.\024
[See also S. Sundaresa Pai and Others v. Sumangala T. Pai (Mrs.) and
Another - 2002 (1) SCC 630].
21. Strong reliance has been placed by the learned counsel on Gurdial
Kaur and Others v. Kartar Kaur and Others [(1998) 4 SCC 384], wherein it
was held :
\0234. The law is well settled that the conscience of the court
must be satisfied that the Will in question was not only
executed and attested in the manner required under the
Indian Succession Act, 1925 but it should also be found
that the said Will was the product of the free volition of
the executant who had voluntarily executed the same
after knowing and understanding the contents of the Will.
Therefore, whenever there is any suspicious
circumstance, the obligation is cast on the propounder of
the Will to dispel the suspicious circumstance. As in the
facts and circumstances of the case, the court of appeal
below did not accept the valid execution of the Will by
indicating reasons and coming to a specific finding that
suspicion had not been dispelled to the satisfaction of the
Court and such finding of the court of appeal below has
also been upheld by the High Court by the impugned
judgment, we do not find any reason to interfere with
such decision. This appeal, therefore, fails and is
dismissed without any order as to costs. \023
22. There is no dispute in regard to the proposition that the conscience of
the court must be satisfied. In the instant case, the High Court has
considered the relevant factors. It has been found that the Will was the
product of the free will. He had executed the Will after knowing and
understanding the contents thereof.
23. Joseph Antony Lazarus (Dead) By L.Rs. v. A.J. Francis [(2006) 9
SCC 515], whereupon again reliance was placed, one of the circumstances
was that the names of the two sons of the testator had not been mentioned
therein. The said decision cannot be said to have any application to the
instant case.
24. For the reasons aforementioned, we do not find any legal infirmity in
the judgment of the High Court. The appeal is dismissed. However, in the
facts and circumstances of the case, there shall be no order as to costs.