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2023 Supreme(P&H) 2631

IN THE HIGH COURT OF PUNJAB AND HARYANA AT CHANDIGARH
AMAN CHAUDHARY, J.
Dharm Pal & Ors. – Appellant
Versus
Kuldip Kumar & Ors. – Respondents
XOBJC-10-C of 1993, RSA-33 of 1992 (O&M)
Decided On : 30-10-2023

Advocates Appeared:
Mr. R.A. Sheoran, Advocate; For the Appellant
Mr. Vikram Singh and Mr. Abhinav Sood, Advocates for Respondents.

The burden of proof for alleging fraud in a Will lies with challengers, and mere age or illiteracy of the testator does not negate the Will's validity if legal standards are met.

Headnote:(A) Indian Evidence Act, 1882 - Section 68 - Indian Succession Act, 1925 - Validity of Will - The trial Court upheld the authenticity of the registered Will, whereas the lower Appellate Court wrongly found it to be executed under suspicious circumstances. The plaintiff-appellants, being nephews, lacked locus standi to claim ownership in absence of proof of their deceased parent's demise. (Paras 6, 9, 10, 11)

(B) Evidence - Burden of proof - It is imperative that any allegations of fraud or forgery in relation to a Will must be explicitly pleaded and substantiated by evidence; in absence of such claims, the evidence cannot be disregarded.

(C) Legal capacity - The mere fact that a testator is aged or illiterate does not in itself invalidate the execution of a Will, especially when the procedure therein is proven compliant with the law. (Paras 8, 10)

Facts of the case:
The case revolves around a dispute concerning the ownership of land following the death of Lok Ram, with plaintiffs claiming rights as relatives challenging the validity of a Will favoring the defendants. The trial Court dismissed the suit, validating the Will, and the appeal followed as well as cross-objections by the defendants. (Paras 1, 3)

Findings of Court:
The court affirmed the trial Court's validation of the Will and correctness of finding the plaintiffs lacked standing, while severing the Appellate Court's errant reversal of the Will’s authenticity. (Paras 12)

Issues: The key legal issues were the validity of the Will amidst claims of forgery and whether the plaintiffs had standing based on their relationship to the deceased. (Paras 4, 11)

Ratio Decidendi: The court emphasized that the registered Will was duly executed and should not be dismissed lightly based on unproven allegations; the presumption of validity of such documents was recognized under the law. (Paras 10, 12)

Result: Appeal dismissed; cross-objections allowed.

Table of Content
1. ownership claims by legal heirs. (Para 1 , 2)
2. ownership claim by legal heirs. (Para 3)
3. appeal filed due to dismissal of claims. (Para 4)
4. arguments supporting rejection of the will. (Para 5)
5. defendant's argument on pleading fraud. (Para 6)
6. court's evaluation of will's validity. (Para 7 , 9 , 10)
7. court's findings on will execution. (Para 8)
8. locus standi issues of plaintiffs confirmed. (Para 11)
9. court finds no illegality in lower court judgments. (Para 12)
10. conclusion: appeal dismissed. (Para 13)

JUDGMENT

Mr. Aman Chaudhary, J.

The present regular second appeal has been preferred against the judgment dated 19.09.1991 passed by learned District Judge, Bhiwani dismissing the appeal filed against the judgment and decree dated 02.05.1990 rendered by learned Sub Judge 1st Class, Charkhi Dadri, whereby the suit for declaration filed by the plaintiff/appellants was dismissed.

2. Briefly put, one Lok Ram s/o Kurda was the owner in possession of the suit land. He was unmarried. After his death, the plaintiff-appellants filed a suit for declaration to be held owner in possession of the land in question being the legal heirs, as they were sons' of his deceased brothers, Chuniya and Kanshi Ram and that the Will in favour of the defendants was a forged document. It was contested by the defendant-respondents by filing a written statement, stating therein that they used to serve the deceased-Lok Ram, during his lifetime and he had executed a registered Will in their favour. The plaintiffs were not in cultivating possession of the suit land.

3. On pleadings of the parties and the evidence led, the trial Court finding the Will to be not forged and the suit being not maintainable dismissed the same, which on challenge in appeal, the Will was held to be executed under suspicious circumstances by the lower Appellate Court while plaintiff-appellants were found to be not having locus standi, on the ground that they did not plead or prove that one of the brothers of deceased Loka had also expired.

4. Aggrieved plaintiff-appellants are before this Court, as also are the defendant-respondents in cross-objections as regards reversal of findings qua Will.

5. Learned counsel submitted that the lower appellate Court has rightly discarded the Will as it was surrounded by suspicious circumstances inasmuch as there were inconsistencies in statements of DWs, one attesting witness was father-in-law of one of the beneficiaries and the testator was an aged illiterate person and not proved in accordance with law and as such, the cross-objections are liable to be dismissed. However, the findings of the courts below of non-suiting the plaintiff-appellants on the ground of they not having locus are erroneous, as being nephews of deceased Loka, they had the right to inherit his property.

6. Learned counsel for the respondent on the other hand submits that as per Order VI Rule 4, the fraud had to be specifically pleaded, which in the present case is conspicuously absent and thus, any evidence led beyond pleadings cannot be looked into. The Will was not proved beyond the shadow of reasonable doubt, to be executed by way of fraud, as is the requirement of law. Presumption is attached to the registered document and the minor contradictions, which by passage of time are bound to occur, are not sufficient to hold that the Will was executed under suspicious circumstances. The registered Will has been duly proved on record in accordance with section 68 of the Indian EVIDENCE ACT , 1882 read with section 63 of the Indian SUCCESSION ACT , 1925. There were sufficient reasons and circumstances available with the testator, to have given the land to the defendant-respondents, as they looked after him as his own, and to his satisfaction and in his lifetime handed over possession of the land to them, which they are continuing to be in, a fact admitted by the plaintiffs themselves. He lived for more than 5 years after execution of the Will, but there i

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