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Karhiley v. Hira
Structured Summary of the Opinion (B. Malik, C.J.)
Factual and Procedural Background
This is a second appeal by defendants nos. 1 to 3, referred to a larger Bench because a similar point had been decided by a Full Bench of the Court. The material facts as recorded in the opinion are:
- Lachman had five sons; the opinion focuses on one son, Badan, who died in 1938. Badan left a widow, Smt. Badana, who died in 1941.
- After Smt. Badana's death, the names of the defendants (sons of Himma, who was Badan's brother) were mutated over a grove which was found to be the self-acquired property of Badan.
- At Badan's death, two brothers, Churai and Himma, survived him; another brother Ujagar had predeceased (the text mentions Ujagar and his son Chunnun, who is defendant no. 5).
- Churai (one of the brothers) had four sons; the plaintiffs are three of those sons. Plaintiffs claimed a three-fourths out of one-third share in the grove, arguing that succession opened on the death of Smt. Badana and they were thus entitled to that share.
- Defendants 1 to 3 contended that (a) Badan was joint with their father Himma and the grove was joint family property; and (b) even if it were Badan's separate property, Himma, being a reunited (i.e., joint) brother, was a preferential heir.
- The lower appellate court found the grove to be Badan's self-acquired property, that Badan and Himma remained joint while Churai had separated, but held that plaintiffs were nevertheless entitled to the share claimed.
Legal Issues Presented
- Whether, under the Mitakshara system of Hindu law, a brother who remained joint with the deceased (a "reunited" or associated brother) has a preferential right to inherit the deceased brother's self-acquired property to the exclusion of a separated brother.
Arguments of the Parties
Plaintiffs' Arguments
- Plaintiffs (three sons of Churai) claimed a three-fourth out of one-third share in the grove on the basis that succession opened on the death of Smt. Badana and they were entitled to that share.
Defendants' Arguments (Appellants)
- Defendants 1 to 3 contended that the grove was joint family property because Badan and Himma were joint.
- Alternatively, if the grove was Badan's separate property, defendants argued that Himma, being a reunited (joint) brother, had a preferential right of inheritance over the separated brother Churai.
- Learned counsel for the defendants relied on several decisions (including Jadub Chunder Ghose v. Benodbeharry Ghose; Keshub Ram Mohapattur v. Nund Kishore Mohapattur; Petambur Dutt v. Hurish Chunder Dutt; Devibai v. Dayabhoy Motilal) and on observations in Ganesh Prasad v. Lala Hazari Lal to urge that the principle now recognized for sons (that a united son may inherit in preference to a separated son) should extend analogously to brothers.
Table of Precedents Cited
| Precedent | Rule or Principle Cited For | Application by the Court |
|---|---|---|
| Jadub Chunder Ghose v. Benodbeharry Ghose | Relied upon by counsel to support the proposition that an associated relative may be preferred (case relied on in other decisions). | The court observed the book was not available to counsel; it noted subsequent reliance on it in other decisions but did not treat it as a Mitakshara precedent applicable to the point before the court. |
| Keshub Ram Mohapattur v. Nund Kishore Mohapattur | Applied the earlier Jadub decision; relied upon to support preference of an associated relative (decision made under the Dayabhag system). | The court held this decision was based on the Dayabhag system (law prevalent in Bengal) and therefore not directly applicable to the Mitakshara-governed case before it. |
| Petambur Dutt v. Hurish Chunder Dutt | Relied on Jadub Chunder Ghose to justify preference of an associated relative. | The court noted the judges in that case relied on Jadub and did not examine the point under Mitakshara; thus it was not persuasive for the Mitakshara question. |
| Devibai v. Dayabhoy Motilal | Followed the earlier Dayabhag-oriented decisions concerning association and preference. | The court observed it was not clear whether the property in that case was self-acquired or joint family property, limiting its utility on the present issue under Mitakshara. |
| Ganesh Prasad v. Lala Hazari Lal | Full Bench observations relied on concerning preference of a son who remained joint with his father (used in argument by counsel by analogy to brothers). | The court accepted that Ganesh Prasad (and a later Full Bench decision Mst. Ram Dei v. Mst. Gyasri) properly addressed son-successions under Mitakshara but held the son-based principle could not be analogously extended to brothers. |
| Mst. Ram Dei v. Mst. Gyasri | Full Bench decision addressing rights of a son who remained joint with his father (Mitakshara texts relied upon). | Used by the court to distinguish son-rights (arising by birth and survivorship) from brother-rights (arising by inheritance on death); therefore inapplicable to give Himma a preferential right over a separated brother. |
| Buddha Singh v. Laltu Singh | Quoted for the test that, among sapindas, the capacity to offer oblations is relevant in judging nearness of blood-relationship. | The court invoked this authority to show that application of the oblation-capacity test does not support excluding a separated brother in favour of a reunited brother under Mitakshara. |
| Bhyah Ram Singh v. Bhyah Ugur Singh | Applied the oblation-capacity test in a Mitakshara context to questions of preference among sagotra sapindas. | The court cited it to explain that where propinquity does not furnish a clear guide, the capacity to offer oblations can be used to decide preferential succession under Mitakshara. |
| Vedachela Mudaliar v. Subramania Mudaliar | Stated that when degree of blood relationship furnishes no certain guide, the test is capacity for conferring spiritual benefit. | The court cited this to show the limited circumstances in which spiritual-benefit considerations displace propinquity under Mitakshara. |
| Jyotish Chandra Chaudhury v. Profulla Chandra Sanyal | Calcutta High Court decision under Dayabhag holding that a brother merely living jointly could not be said to have reunited and therefore no preferential right arose. | Cited as a Dayabhag decision that reached a result the court considered consistent with its view, but it was not a Mitakshara authority. |
| Gokul Pati Datta v. Pashu Pati Nath | Another Calcutta High Court Dayabhag decision holding a jointly living brother could not be said to have reunited and so had no preferential right. | Again cited as persuasive on the question of reunion under Dayabhag, but not binding for Mitakshara law. |
| Shamrao Bhaurao v. Krishnarao Bhaurao Marathe | Single Judge, Nagpur High Court decision considered the Mitakshara differences and was inclined to hold that a reunited brother's being joint is immaterial to preference over a separated brother. | The court noted that the single judge reached a view consistent with the present conclusion and quoted his reasoning distinguishing son and brother succession under Mitakshara. |
Court's Reasoning and Analysis
The court's analysis proceeds from a careful distinction between the principles of succession under the Mitakshara school and the Dayabhag school, and from a textual reading of Mitakshara authorities and relevant case law:
-
Systemic distinction (Mitakshara v. Dayabhag):
- The court emphasized that the case is governed by the Mitakshara system. It explained a fundamental divergence between Mitakshara and Dayabhag systems: broadly, Dayabhag bases succession on capacity for conferring spiritual benefit, whereas Mitakshara bases the right to inherit on propinquity (proximity of blood relationship).
- Accordingly, authorities decided under the Dayabhag system cannot be mechanically applied to a Mitakshara case without care.
-
Distinction between son's succession and brother's succession under Mitakshara:
- Under Mitakshara, a son's interest in his father's self-acquired property arises by birth and, where applicable, passes by survivorship; Mitakshara Chapter I, section 6, placita 4 and 6 were cited as authority that afterborn or jointly living sons may take the whole of the father's property to the exclusion of separated sons in certain contexts.
- By contrast, a brother's interest does not arise by birth but arises only on the death of the propositus; the sibling's right to the deceased's separate property is a matter of inheritance, not survivorship. Thus the principle applicable to sons cannot, by logical application, be extended to brothers.
-
On the significance of "reunion" or "association" for brothers:
- The court acknowledged Mitakshara Chapter II, section 9, placita 7 and 8, which concern reunion with a half-brother and show that some importance is attached to reunion in respect of half-brothers versus whole-brothers. However, the court held that these provisions do not support the proposition that a whole brother who is joint should be preferred over a separated whole brother with respect to the deceased's self-acquired property.
- Quotations from texts such as the Dayakrama Sangraha (as quoted in Sarvadhikari) and Sarvadhikari's statements were examined. The court found these authorities discuss the preference of whole brothers to half-brothers and the ranking of associated half-brothers with unassociated whole-brothers, but they do not demonstrate that an associated (joint) full brother can exclude an unassociated (separated) full brother inheriting self-acquired property under Mitakshara.
-
Role of "capacity to offer oblations" and related tests:
- The court cited the Judicial Committee in Buddha Singh v. Laltu Singh for the proposition that among sapindas a relevant test is capacity to offer oblations. It explained that applying that test does not justify excluding a separated brother in favour of a reunited brother under Mitakshara.
- When propinquity (degree of blood relationship) furnishes no certain guide, the court recognized that tests such as capacity to offer oblations or capacity for conferring spiritual benefit have been used in certain authorities (citing Bhyah Ram Singh v. Bhyah Ugur Singh and Vedachela Mudaliar v. Subramania Mudaliar), but the court found no basis to apply these to displace the fundamental distinction between son and brother succession in this context.
-
Assessment of the case-law relied upon by defendants:
- The court reviewed the cases cited by learned counsel and observed that many of them were decided under the Dayabhag system or merely followed earlier Dayabhag authorities without examining the point under Mitakshara. Thus those decisions were not persuasive for a Mitakshara-governed question.
- The court noted that some decisions (Calcutta High Court decisions and a Nagpur High Court single-judge decision) reached conclusions consistent with the view that mere joint living does not create a preferential right; the Nagpur judge's reasoning (quoted in the opinion) emphasized that the differing bases for son and brother succession make the united-or-separate status of a brother immaterial to preference.
-
Application to the facts:
- The court accepted the lower court's findings of fact (which were not challenged) that the grove was Badan's self-acquired property and that Himma remained joint while Churai had separated.
- Applying the legal principles summarized above, the court concluded that Himma had no preferential right over Churai in respect of Badan's self-acquired property.
Holding and Implications
Holding:
The appeal is dismissed with costs.
Implications:
- The decision upholds the appellate court's conclusion that the grove was Badan's self-acquired property and that the plaintiffs (sons of the separated brother Churai) were entitled to the share claimed.
- The court rejected the contention that a brother who remained joint with the deceased acquires a preferential right to the exclusion of a separated brother in respect of the deceased brother's self-acquired property under the Mitakshara system.
- The opinion distinguishes Mitakshara principles from Dayabhag authorities relied upon by defendants, limiting the precedential value of Dayabhag cases for analogous questions under Mitakshara.
- No broader new legal principle for Mitakshara succession was formulated beyond the application of established distinctions; the immediate effect is the dismissal of the appeal and affirmation of the lower court's decision.
Appeal dismissed.
B. Malik, C.J:— This second appeal filed by defendants nos. 1 to 3 was referred to a larger Bench as a point, very similar to the point now raised, was the subject-matter of a decision by a Full Bench of this Court. One Lachman had five sons. We are not concerned with all the five, but one of his sons was Badan who died in the year 1938 leaving a widow Smt. Badana Smt. Badana died in the year 1941 and after her death the names of the defendants, sons of Himma, brother of Badan, were mutated over a grove which it has now been found was the self-acquired property of Badan. At the time of Badan's death he had two brothers, Churai and Himma, surviving him. He had another brother Ujagar who had predeceased Trim, whose son Chunnun is defendant no. 5. Churai had four sons and plaintiffs are three of the sons of Churai. The plaintiffs claimed a three-fourth out of one-third share in this grove on the ground that on the death of Smt. Badana succession opened and the plaintiffs were entitled to the share mentioned above.
The contesting defendants 1 to 3 claimed that Badan was joint with their father, Himma, and the grove was joint family property. They further pleaded that even if it was separate property of Badan, Himma, being a reunited brother, was a preferential heir.
The lower appellate court has held that the grove in suit was the self-acquired property of Badan, that Badan and Himma remained joint while Churai, plaintiffs' father, had separated but that it made no difference and the plaintiffs were entitled to the share claimed.
The findings of fact are not challenged before us. The only point urged is that Himma, having remained joint with Badan, on Badan's death he became a preferential heir and Churai, the other brother of Badan, who had separated was excluded. Learned counsel has relied on four decisions: Jadub Chunder Ghose v. Benodbeharry Ghose , Keshub Ram Mohapattur v. Nund Kishore Mohapattur , Petambur Dutt v. Hurish Chunder Dutt and Devibai v. Dayabhoy Motilal . Learned counsel has also relied on certain observations in a Full Bench decision of the Allahabad. High Court in Ganesh Prasad v. Lala Hazari Lal and has urged that there was no difference in principle between succession by a son and a brother and, as in the case of a son it has now been held that a united son is entitled to inherit in preference to a son who had separated, it would similarly be held that a united brother has preference over a separated brother.
We may mention that the case before us is governed by the Mitakshara system of Hindu Law and in the decision of Ganesh Prasad v. Lala Hazari Lal and a later Full Bench decision of this Court, Mst. Ram Dei v. Mst. Gyasri reliance was placed on certain texts of the Mitakshara dealing with the rights of inheritance by a son who had remained joint with his father while the other sons had separated. It was pointed out that a son's interest in his father's selfacquired property arose by birth and it, therefore, passed by survivorship on father's death and, in the case where some of the sons had separated and others had remained joint, or a son was born after the partition, the entire property of the father, including his self-acquired property, came to the afterborn son or the son who was joint with him. The provision of Mitakshara relied on in those judgments is Mitakshara, Chapter I, section 6, placita 4 and 6, which expressly provided that all the wealth including the wealth acquired by the father himself shall go to the afterborn son or those who were joint with him to the exclusion of his separated son. A brother becomes entitled to property not by birth but his interest arises on the death of the propositus and the principle applicable, therefore, to son's succession cannot, by any application of logic, be made applicable to the succession of a brother. As regards joint family property it must go by survivorship to the other co-parceners to the exclusion of those who are not members of the coparcenary, but as regards separate property of a brother it goes by inheritance. A brother whether he is united or separated has the same nearness of blood relationship and it has not been suggested that the united brother has any greater rights: to offer oblations than a separated brother. Their Lordships of the Judicial Committee in Buddha Singh v. Laltu Singh pointed out that—
“It is absolutely clear that under the Mitakshara, whilst the right of inheritance arises from sapinda-relationship or community of blood, in judging of the nearness of blood-relationship or propinquity among the gotrajas, the test to be applied to discover the preferential heir is the capacity to offer oblations.” Applying this test there seems to be no reason why a separated brother should be excluded from inheritance by a brother who is joint.
Reliance is placed on Mitakshara, Chapter II, section 9, placita 7 and 8, which provides that in case of a reunion with a half-brother, on the death of the propositus, the separated whole brother is entitled to share the property with a half-brother, and, it is urged that this clearly shows that even in the case of a brother some importance is attached to the question whether he was joint or separate with the propositus. The reason for this rule is that under the Mitakshara a whole brother is preferred to a half-brother and when there is a whole brother he excludes the half-brother from inheritance, but the verse mentioned above lays down that if this half-brother is united with the propositus then the separated whole brother and the united half-brother will share the property. From this verse which is in the Chapter on the “Re-union of Kinsman after Partition” it cannot be laid down that it was intended that the brother of full blood who is joint should be preferred to the separated brother of full blood even with regard to the self-acquired property of the propositus.
Learned counsel has also relied on a quotation from the Dayakrama Sangraha in Sarvadhikari's Principles of the Hindu Law, 1922 Edition at page 386 where it is mentioned that—
“If there be no uterine or whole brother, the half-brothers of the same class with the deceased are entitled to the succession since they also offer three funeral oblations to the father and the other ancestors above-named of the deceased owner in which he participates.
“If there are two brothers, the one uterine and the other a half-brother, and both were unassociated with the deceased owner, the uterine brother exclusively takes the wealth of his uterine brother. Where an associated half-brother and an unassociated whole brother are the competitors for the succession, it devolves equally on both of them.”
We fail to see how this quotation helps learned counsel and we could not find anywhere any mention of the claim put forward by the learned counsel that a brother joint with the deceased is entitled to exclude from inheritance a separated brother with respect to his selfacquired property. Sarvadhikari on the Principles of the Hindu Law of Inheritance (Second Edition), Lecture XVI, page 804, has no doubt said:
“If there be a competition between whole brothers associated and whole brothers unassociated, and between half-brothers associated and half-brothers unassociated, the former exclude latter.”
The texts of the Mitakshara quoted to him relate to the question of preference of whole brothers to half-brothers in matters of succession and about unassociated whole brothers ranking together with associated half-brothers for purposes of succession. The rule given by Sri Krishna quoted by the learned author, which supports the learned author, may be applicable to the Dayabhag system of law, but bearing in mind the principle of succession in the Mitakshara we cannot hold that it is applicable to Mitakshara succession. There is a fundamental divergence between the Mitakshara and the Dayabhag school about the principles on which the rule as to devolution of property is based. Speaking broadly, while under the Dayabhag Law, it is the capacity for conferring spiritual benefit, under the Mitakshara the right to inherit arises from propinquity, that is, proximity of relationship. Though under the Mitakshara the right to inherit does not arise from the right to offer oblations, the test to be applied when a question of preference arises in the case of sagotra sapindas the capacity to offer oblations, see Bhyah Ram Singh v. Bhyah Ugur Singh . And when the degree of blood relationship furnishes no certain guide, the test is the capacity for conferring spiritual benefit, see Vedachela Mudaliar v. Subramania Mudaliar .
Coming to the case-law on the point, the cases relied on by learned counsel do not appear to be under the Mitakshara Law. Learned counsel has not been able to cite the first case of Jadub Chunder Ghose v. Benodbeharry Ghose as the book was not available. The next decision, Keshub Ram Mohapattur v. Nund Kishore Mohapattur is merely based on that previous decision but the judgment makes it clear that the learned Judges were applying the law prevalent in Bengal, that is the Dayabhag system. In the other case of Petambur Dutt v. Hurish Chunder Dutt , the first case of Jadub Chunder Ghose v. Benodbeharry Ghose was relied on and the learned Judges did not examine the point for themselves. These two cases were followed by a learned Judicial Commissioner of Sind in Devibai v. Dayabhoy Motilal . It does not appear whether in this case the property that the learned Judge was dealing with was the selfacquired property of the deceased or was the property of the joint family. The point arose in two recent decisions of the Calcutta High Court under the same law that is the Dayabhag Law, and in both these cases the Calcutta High Court held that the brother who was merely living jointly with the deceased could not be said to have re-united and there was, therefore, no question of giving him any preferential right. The cases are Jyotish Chandra Chaudhury v. Profulla Chandra Sanyal and Gokul Pati Datta v. Pashu Pati Nath . The point was carefully considered by a single Judge of the Nagpur High Court in Shamrao Bhaurao v. Krishnarao Bhaurao Marathe where the learned Judge was inclined to take the same view that we have taken today. He observed:
“In view of the fundamental points of difference indicated above (that is, a son acquiring a right in the self-acquired property of the father by birth and a brother acquiring a right in that property merely on the death of the brother) the circumstances as to the inheriting brother being joint with or separate from the deceased brother whose property he inherits becomes in my opinion wholly immaterial.”
We are, therefore, of the opinion that there is no reason to hold that Himma had any preferential right as against Churai, the separated brother of Badan deceased. The case was, therefore, rightly decided by the lower court.
The appeal has no force and is dismissed with costs.
Appeal dismissed.
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