CALCUTTA HIGH COURT
Arijit Banerjee, J.
Ashok Kothari —Plaintiff
versus
Dipti Bavishi —Caveatrix
GA 1745 of 2013, TS 5 of 2007, PLA 116 of 2004
Decided on 17.8.2020
(a) Civil Procedure Code, 1908—Testamentary Suit— Probate Court —Title disputes cannot be gone into by the probate Court since the probate Court does not decide the question of title to properties. [Para 5]
(b) Civil Procedure Code, 1908 —Testamentary Suit—Probate Court—Scope of testamentary suit—The scope of probate court is limited— Probate Court has to decide only whether or not, the Will which is being propounded by producing an authenticated photocopy thereof, is genuine. If the Will is admitted to probate, consequences will follow in accordance with law. [Para 5]
A. Will —Execution of —Suspicious circumstances—Propunder of Will—A person intends his property to pass equally to his natural heirs there is no necessity at all of executing a Will. It is true that the propounder of a Will has to remove all suspicious circumstances. In the instant case the fact that the natural heirs or some of them have been excluded or a lesser share has been given to them, by itself without anything more, cannot be held to be a suspicious circumstance.
B. Will —Execution of—Words and Phrases —Suspicion—Suspicion means doubt, conjecture or mistrust. [Para 31]
C. Civil Procedure Code, 1908—Testamentary Suit—Probate Court—Territorial Jurisdiction—When some properties are located in territory of a court, the Court is not precluded form deciding the issue. [Para 32]
D. Civil Procedure Code, 1908 —Testamentary Suit—Indian Succession Act — S. 237—Probate of copy or draft of lost Will —When entitled to—Such grant would be limited until the original or a properly authenticated copy of the Will is produced. [Para 33]
E. Civil Procedure Code, 1908—Testamentary Suit — Indian Succession Act—Section 2(b)—Codicil —In the instant case on a document testator merely recorded his reason for bequeathing only the said Relief Bonds to One and nothing more. Such recording of reasons or explanation was not necessary under the relevant law to attach sanctity to the Will in question as such a document is not a codicil. [Para 36]
F. Civil Procedure Code, 1908—Testamentary Suit—Indian Succession Act—Section 2(b)— Codicil—Words and Phrases—The word ‘Codicil’ is derived from the Roman word ‘Codicillus’ meaning an informal Will.
[Para 37]
G. Civil Procedure Code, 1908—Testamentary Suit— Indian Succession Act—Section 2(b) —Codicil —Supplementary to Will— Probate— A Court will admit to probate a Codicil which is duly attested and treat it as a Codicil of the Will referred to therein. A Codicil is of similar nature to a Will and in general is supplementary to a Will previously made and is executed for the purpose of adding or varying or revoking the provisions of that Will. [Para 37]
H. Civil Procedure Code, 1908—Testamentary Suit —Indian Succession Act—Section 2(b), 63 — Codicil —Unprivileged Will — Manner in which it has to be executed — The requirements contained in S.63 of Indian Succession act are mandatory and are to be strictly adhered to the testator to execute a legally valid Will. The Indian Succession Act does not provide the way a Codicil is required to be executed. However, since a Codicil is akin to a Will and generally is executed to alter or revoke the provisions of a Will, the procedure that has to be followed for execution of an unprivileged Will as laid down in Section 63 of the Indian Succession Act, must also be followed for execution of a valid Codicil. [Para 38]
Mantharama Murthy (Law of Wills, 5th Edition, Page-322, Considered.
I. Evidence Act, 1872—Sections 63, 64, 65 — Indian Succession Act —Section 237— Proof of Document by Secondary Evidence — Authenticated photocopy of the original Will—Section 237 of the Indian Succession Act contemplates that when a Will has been lost or mislaid since the testator’s death, a copy of the Will may be admitted to probate limited until the original or a properly authenticated copy of it is produced. The document in question can be admitted to probate subject to the other conditions of valid execution of a Will being satisfied. [Para 45]
J. Will —Execution of Valid Will— Burden of Proof —The burden of proving valid execution of a Will and that it is a genuinedocument is squarely on the propounder. He must establish that the testator hassigned the Will within his free will and having a sound disposition of mind andunderstood the nature and effect of the instrument on which he was appendinghis signature. [Para 54]
JUDGMENT
Arijit Banerjee, J.—This testamentary suit and an application filed by the defendant have been heard together. I propose to dispose of the defendant’s application first before deciding the issues framed in the suit.
Re: G.A. No.1745 of 2013
1. The defendant has taken out this application contending that the plaintiff is holding certain Relief Bonds, Insurance Policies, Shares and Debentures which are in the name of the defendant and/or wherein the defendant is named as the sole beneficiary. The defendant relies on a letter dated 12 January, 2005 written by the plaintiff to her in this regard. The defendant has mentioned the particulars of the said instruments in Annexure - B to the application. The defendant claims delivery of the said instruments to her.
2. It has been submitted on behalf of the plaintiff that the said letter was written when there were talks of settlement going on between the parties but eventually the same did not materialize. It was submitted that the Relief Bonds, Insurance Policies, Shares and Debentures in which the defendant’s name appears as the nominee do not belong to the defendant. As the nominee of the testator, the defendant holds such moveable assets or any accrual thereto for the benefit of the person entitled to it under the relevant laws of succession. It was submitted that if the plaintiff succeeds in the testamentary suit, then the said assets of the testator would devolve upon the plaintiff as the sole beneficiary in spite of the defendant being named as nominee in the instruments in question. In this connection learned counsel for the plaintiff relied on the decision of the Hon’ble Supreme Court in Smt. Sarbati Devi and Anr. v. Smt. Usha Devi: (1994) 1 SCC 424 in support of the contention that a mere nomination does not have the effect of conferring on the nominee any beneficial interest in the amount payable under a life insurance policy on the death of the assured. The nomination only indicates the hand which is authorized to receive the amount, on the payment of which the insurer gets a valid discharge of its liability under the policy. On the death of the policy-holder the amount payable under the policy becomes part of his estate which is governed by the law of succession applicable to him. Such succession may be testamentary or intestate. A nominee cannot be treated as being equivalent to an heir or a legatee. The amount received under the policy can be claimed by the heirs of the assured in accordance with the law of succession governing them. For the same proposition reliance was also placed on the decision of the Hon’ble Supreme Court in V. N. Khanchandani v. Vidya Lachmandas Khanchandi: (2002) 6 SCC 724.
3. It was further submitted on behalf of the plaintiff that the movable assets mentioned in the plaintiff’s letter dated January 12, 2005 can be divided into two categories. The first category comprises assets mentioned in the letter which have been subsequently included in the affidavit of assets filed along with the probate petition, i.e., the movable assets belonging to the first category form part of the testator’s estate. The second category comprises assets which allegedly are in the name of the defendant, and, therefore, not part of the estate of the testator. As regards the first category of assets, the persons on whom such movable assets would devolve would depend upon outcome of the testamentary suit. By claiming delivery of such assets the defendant is disputing the title of the testator to such assets. This dispute cannot be gone into by the probate Court. In this connection reliance was placed on the decisions of the Hon’ble Supreme Court in the cases of Hem Nolini v. Isolyne Sarojbashini: AIR 1962 SC 1471 and Chiranjilal Shrilal Goenka v. Jasjit Singh and Ors.: 1993 2 SCC 507.
4. As regards the second category of the assets which allegedly are in the defendant’s name, it was submitted that the same do not belong to the estate of the testator. Hence, any pr
Hem Nolini v. Isolyne Sarojbashini
Chiranjilal Shrilal Goenka v. Jasjit Singh and Ors.
Amangenti Prameela & Anr. v. P. Venkat Reddy (died) by LRs & Ors.
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