Facts
The appellant, Dharmendra Ojha (grandson of the deceased), sought probate for a registered Will dated 08.03.1995, purportedly executed by late Baikuntha Nath Ojha four days before his death
Source reference: para 2The respondent, Chandra Mohan Ojha (younger son of the deceased), filed a caveat alleging the Will was forged, asserting the testator lacked mental capacity and that the thumb impression was fraudulently obtained while the testator was unconscious
Source reference: para 3The Trial Court dismissed the suit, finding the execution suspicious due to the testator's proximity to death, physical infirmity (using a thumb impression despite being educated), and the non-examination of the typist
Source reference: para 6-7The appellant challenged this dismissal in the High Court.
Source reference: no citationIssues
1. Whether the appellant proved the due execution and attestation of the Will in accordance with Section 63 of the Indian Succession Act, 1925, and Section 67 of the BSA, 2023
Source reference: para 24, 312. Whether the circumstances (proximity to death, old age, and use of thumb impression) constituted "suspicious circumstances" sufficient to invalidate the Will
Source reference: para 31, 343. Whether the burden of proof shifts to the caveator once the propounder establishes a prima facie case of execution of a registered Will
Source reference: para 33, 40Law Applied
The Court applied Section 63(c) of the Indian Succession Act, 1925, regarding the mandatory attestation by two witnesses
Source reference: para 25Section 67 of the Bharatiya Sakshya Adhiniyam, 2023 (BSA), requiring at least one attesting witness to prove execution
Source reference: para 25, 32H. Venkatachala Iyengar v. B.N. Thimmajamma, establishing that the propounder must satisfy the "judicial conscience" by removing legitimate suspicions
Source reference: para 27Seth Beni Chand v. Kamla Kunwar, which held that neither old age nor proximity of death per se invalidates a Will
Source reference: para 15, 35Madhukar D. Shende v. Tarabai Aba Shedage, emphasizing that suspicion alone cannot replace legal proof
Source reference: para 29, 38Reasoning
The High Court found that the appellant successfully proved the Will's execution through the testimony of an attesting witness (PW-3) and the identifier (PW-2), satisfying Section 63(c) of the Succession Act
Source reference: para 33The Court reasoned that the Trial Court erred by treating "unsubstantiated allegations" in the caveat as proved facts, despite the respondent failing to lead any oral or documentary evidence or effectively cross-examine the appellant's witnesses
Source reference: para 33, 42The Court clarified that "suspicion" must be real and germane; the testator’s use of a thumb impression due to physical weakness does not equate to mental incapacity
Source reference: para 34, 36Furthermore, since the Will was registered and the propounder examined himself and an attesting witness, the evidentiary burden shifted to the caveator to prove fraud or forgery, which he failed to do
Source reference: para 33, 40, 43Holding
The High Court allowed the appeal, setting aside the Trial Court’s judgment
It held that the Will dated 08.03.1995 was voluntarily executed by the testator in a sound state of mind and was duly proved
Source reference: para 44The Court granted Probate in favor of the appellant, concluding that the mere proximity of death (four days post-execution) and physical infirmity are not valid legal grounds to discard a registered testamentary instrument in the absence of medical evidence proving mental incapacity
Source reference: para 35, 44Original Court PDF
Dharmendra OjhavsChandra Mohan Ojha
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