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2023 Supreme(P&H) 2451

IN THE HIGH COURT OF PUNJAB AND HARYANA AT CHANDIGARH
ANIL KSHETARPAL, J.
Dinesh Kumar Grover – Appellant
Versus
Prem Lata Grover & Ors. – Respondents
RSA-1013 of 2018(O&M)
Decided On : 18-07-2023

Advocates Appeared:
Mr. Prateek Gupta, Advocate and Mr. Prashant Puri, Advocate; For the Appellant
Mr. Rajbir Singh Guron, Advocate for the respondents

Headnote:(A) Indian Succession Act, 1925 - Section 63 - Contest of Will - Dispute over the validity of a Will excluding other legal heirs raised questions of law regarding life interests and the requirement of evidence for the testator's sound mind - Courts ruled that a life estate granted to a spouse does not negate subsequent inheritance by a child. (Paras 3, 9, 12, 30)

(B) Burden of proof - Propounder of a Will does not need to prove the testator's sound mind unless challenged - Exclusion of heirs does not inherently discredit a Will unless suspicious circumstances are established. (Paras 20, 28, 21)

Facts of the case:
The appellant challenged the lower courts' findings declaring a Will invalid, which granted a life estate to the testator's wife and subsequent inheritance to the son. The dispute arose over the exclusion of other heirs and alleged undue influence. (Paras 1, 3, 9, 30)

Findings of Court:
The lower courts improperly deemed the Will invalid for unclear reasons for the exclusion of heirs and lack of evidence for the testator's state of mind, contrary to established law. (Paras 9, 21, 30)

Issues: The court examined the enforceability of a Will creating a life estate and the required evidence to uphold or challenge a Will's validity. (Paras 1, 3, 21, 30)

Ratio Decidendi: The Supreme Court stated that under Section 88 of the Succession Act, even conflicting clauses in a Will can be harmoniously construed to effectuate the testator's intent, affirming that the intent of the testator must prevail unless proven otherwise. (Paras 30, 32)

Result: Appeal allowed; lower courts' decisions set aside, and plaintiff's suit dismissed.

Table of Content
1. understanding the familial relationships and property claims. (Para 2 , 3 , 4)
2. assessment of reasons for will invalidation. (Para 9 , 10 , 19)
3. citing relevant case law regarding the validity of wills. (Para 11 , 12)
4. interpretation of wills and testator's intent. (Para 24 , 25 , 26)
5. conclusion affirming the validity of the will. (Para 32 , 33)

JUDGMENT

Anil Kshetarpal, J.

The correctness of findings of fact arrived at by the courts below is being challenged by defendant no.1 in this appeal. After having heard the learned counsel representing the parties, the following questions of law arise for adjudication:-

    (a) Whether a Will, that establishes a life estate/ interest in favour of the testator's wife in the first instance and upon her demise bequeath the property absolutely in favour of the testator's son is enforceable and valid with respect to the testator's son?

    (b) Whether the propounder of the Will is required to provide evidence that the testator was of sound mind and capable of making rational decisions at the time of execution of the Will, even in the absence of any allegations challenging the testator's mental state at that time?

2. In order to comprehend the relationship between the parties involved in the legal dispute, a family tree is created as follows:-

    Puran Chand

      Trilok Nath Grover

      (son)

        Kailashwati

        Grover

        (widow of

        Triloknath

        Grover)

        Jagdish

        Mitter Grover

        (son)

        (Plaintiff No.1)

          Prem Lata

          Grover

          (widow)

          (Plaintiff No. (I)

          /Respondent No.1)

          Dr. Alka Grover

          (daughter-plaintiff

          Ni.(II)/Respondent)

          Mrs. Phalkit Bhatia

          (daughter-Plaintiff

          No.III/Respondent)

        Sar Mitter

        Grover (son)

        (Defendant No.2-

        ex-parte

        Sudesh Khanna

        (daughter)

        (Defendant No.3-

        ex-parte

        Swatantar

        Vij (daughter)

        (Defendant No.4-

        ex-parte

        Saroj

        Chopra

        Defendant No.5/

        ex-parte

        Dinesh

        Kumar

        Grover

        (Defendant no.1

        / Appellant)

3. Sh.Jagdish Mitter Grover (the plaintiff) filed a suit for possession of 1/6th share in H.No.3050 Sector 19-D, Chandigarh with further declaration that he is entitled to 1/6th share in the immovable property left behind by late Sh.Trilok Nath Grover and his wife Kailash Wati Grover with rendition of accounts in respect of all movable properties including the cash, ornaments, bank deposits etc. left by them. The plaintiff's claim here is based on the principles of natural succession whereas defendant no.1(appellant herein) claims the exclusive right over the properties on the basis of the registered will dated 11.12.1982 executed by the testator-Sh.Trilok Nath Grover. While filing the said suit the plaintiff has claimed that late Sh.Puran Chand was a businessman in the Mandi Bhaodeen Sodhra Pakistan having his own house, shops etc. In the year 1947, Late Sh.Puran Chand died in Pakistan. In year 1933 Late Sh.Trilok Nath Grover was married to Smt. Kailash Wati and she had no brother. Consequently, the property of her father late Sh.Vaishno Dass was also inherited by her. After partition of both the countries, Sh.Trilok Nath Grover alongwith his family migrated to India and the rehabilitation Department in the year 1958 awarded the claim of the property left by late Sh.Trilok Nath Grover in Pakistan. Out of the compensation received from the Rehabilitation Department, Sh.Trilok Nath Grover bought 1 kanal residential plot no. 3050, Sector 19-D, Chandigarh. The plaintiff being the eldest child joined service with the State of Punjab and started contributing to the family income to meet the expenses of the large family apart from contributing towards the construction of the said house. Sh.Trilok Nath Grover died on 28.03.2001 after a prolonged illness whereas late Smt. Kailash Wati Grover died on 03.11.2005. Sh.Trilok Nath Grover was not competent to execute any Will as the property was ancestral property and therefore, the Will is not enforceable. He was also not competent to bequeath the property only in favour of defendant no.1. Smt. Kailash Wati Grover became the absolute owner of the property in view of the provision

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