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Smart Summary

Factual and Procedural Background

This appeal was filed by the first respondent in A.S. 153/1983 from the District Court, Trivandrum. The first respondent had been the first defendant in O.S. 88 of 1980 before the Munsiff's Court. The suit (plaintiff's suit) sought partition and allotment of the plaintiff's 1/11th share in the A-schedule property and 1/11th share in one-half of the B-schedule property.

The trial court dismissed the suit. The first respondent (as appellant in A.S. 153/1983) appealed to the District Court, which allowed the appeal and passed a preliminary decree for partition declaring that the first respondent was entitled to a 1/10 share in the plaint A-schedule property and a 1/10 share in one-half of the plaint B-schedule property. The plaint had claimed a 1/11 share, but the lower appellate court nonetheless decreed a 1/10 share, referring in its judgment (para 11) to an application to amend the plaint (I.A. 315/1984) without recording an express order allowing the amendment.

The contested factual matrix (as pleaded by the first respondent) was that the first respondent and respondents 9 and 10 were children of the deceased Bhaskaran by his second wife, the 8th respondent. The appellant (the first wife of Bhaskaran) and respondents 2 to 7 were alleged children of Bhaskaran by the first wife. The appellant contested the suit, denying the marriage between Bhaskaran and the 8th respondent and denying that respondents 1, 9 and 10 were children of Bhaskaran.

It is admitted that the appellant is the widow of Bhaskaran and that respondents 2 to 7 are his children by the appellant. Documents relied on in the proceedings include Ext. A1 (gift deed in favour of the A-schedule which is in Bhaskaran's name), Ext. A2 (sale deed in 1962 in favour of Bhaskaran and the appellant), Ext. A3 (a gift deed executed by Bhaskaran's deceased father describing the 8th respondent as Bhaskaran's second wife and respondents 1, 9 and 10 as his children by her), and Ext. A4 (a partition deed signed by Bhaskaran's mother and sisters).

Legal Issues Presented

  1. Whether respondents 1, 9 and 10 are legally entitled to a share in the estate of the deceased Bhaskaran by reason of being children born to the 8th respondent.
  2. Whether the alleged marriage between Bhaskaran and the 8th respondent was valid for purposes of succession — in particular whether it was solemnized after the commencement of the Hindu Marriage Act (18-5-1955) so as to attract Section 16(1) of the Hindu Marriage Act, 1955.
  3. Whether the statements in Exts. A3 and A4 and the oral testimony (PW-1, PW-2) suffice to prove the marriage and the date of marriage for the purposes of conferring legitimacy and succession rights under the Hindu Succession Act.
  4. Whether the lower appellate court could decree a 1/10 share (rather than the pleaded 1/11) in the absence of any recorded order allowing the plaint to be amended (I.A. 315/1984).

Arguments of the Parties

First Respondent's (Appellant in A.S. 153/1983) Case

  • She and respondents 9 and 10 are children of the deceased Bhaskaran by his second wife, the 8th respondent.
  • She relied on Exts. A3 and A4 and the evidence of PW-1 and PW-2 to prove the marriage between Bhaskaran and the 8th respondent and the parentage of respondents 1, 9 and 10.
  • The first respondent had applied for amendment of the plaint (I.A. 315/1984) to reflect a changed entitlement (leading the lower appellate court to award 1/10 share).

Appellant (First wife of Bhaskaran) and Other Defendants' Contentions

  • The appellant denied that Bhaskaran married the 8th respondent and denied that respondents 1, 9 and 10 are Bhaskaran's children.
  • The appellant did not sign Ext. A4 and therefore contended that the partition deed could not bind her; she also did not examine Bhaskaran's mother despite the appellate court noting her presence.
  • Implicitly, the appellant contested the sufficiency and admissibility of the documentary and oral evidence relied on to prove the marriage and parentage.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Janu v. Yesoda, 1989 (1) K.L.T. 392 Interpretation and application of Section 16(1) of the Hindu Marriage Act regarding legitimacy of children of a marriage declared null and void; specifically the fact-pattern in that case involved a marriage claimed to be solemnized in 1959. The Court referred to para 6 of the decision to show that in that case the marriage was alleged to be in 1959 (i.e., after commencement of the Hindu Marriage Act). The Court used the precedent to illustrate that Section 16(1) helps only where the null/void marriage was solemnized after the commencement of the Hindu Marriage Act and where that fact is pleaded and proved. The Court found the facts in the present case distinguishable because the date of marriage was neither pleaded nor proved.

Court's Reasoning and Analysis

The court proceeded by examining (a) the operative facts and documentary evidence, (b) the relevant statutory provisions, and (c) whether the plaintiffs/respondents had discharged the burden of proof necessary to obtain succession rights.

1. Date of Bhaskaran's death and applicability of the Hindu Succession Act:

  • The plaint does not allege the date of Bhaskaran's death. PW-1 deposed on 6-10-1982 that Bhaskaran died "18 years ago," which would place his death in 1964. Ext. A2 (sale deed) dates to 1962, so death after 1962 is consistent with the evidence. Because Bhaskaran died after the commencement of the Hindu Succession Act, succession to his estate is governed by that Act.

2. Burden of proof on legitimacy and marriage:

  • Because the status of the first respondent and respondents 8 to 10 was denied, the burden lay on them to establish they were legal heirs of Bhaskaran.
  • The evidence offered to prove the marriage and parentage comprised the testimonies of PW-1 and PW-2 and documents Exts. A3 and A4.

3. Evaluation of oral evidence and documents:

  • PW-1, being the daughter, had no direct knowledge of the marriage. PW-2's evidence was not accepted by the trial court and the first appellate court did not rely on it. PW-2 had referred to S.N.D.P. branch records and witnesses (Secretary and President) to prove the marriage, but no such records were summoned nor were those persons examined.
  • Ext. A3 (gift deed by Bhaskaran's deceased father) described the 8th respondent as Bhaskaran's second wife and the first respondent and respondents 9 and 10 as his children. As a statement by a deceased person, Ext. A3 was relevant under Section 32(5) of the Evidence Act and had to be given due weight.
  • Ext. A4 (partition deed) was signed by Bhaskaran's mother and sisters but not by the appellant. Because Bhaskaran's mother was alive and available for examination (but not examined), the statements in Ext. A4 could not be admitted under Section 32 of the Evidence Act; the court noted they might be admissible if properly proved under Section 50 of the Evidence Act.
  • Even if Exts. A3 and A4 could be taken as evidence that Bhaskaran had married the 8th respondent, that fact alone did not in itself confer legitimacy on respondents 1, 9 and 10 if the marriage were not of a kind that Section 16(1) of the Hindu Marriage Act applies to.

4. Statutory framework on legitimacy and succession:

  • Section 2(j) of the Hindu Succession Act defines "related" as by legitimate kinship, with a proviso treating illegitimate children as related to their mother but not to the putative father. Thus illegitimate children do not inherit from their father under the Hindu Succession Act unless they fall within Section 16 of the Hindu Marriage Act.
  • The court observed that Section 6 of the Ezhava Act (as cited in the opinion) and Section 11 of the Hindu Marriage Act (read with Section 5(1)) render void marriages solemnized during the subsistence of a prior marriage. Children of such marriages would be illegitimate for purposes of succession unless Section 16(1) applies.
  • Section 16(1) of the Hindu Marriage Act makes children of a marriage which is null and void under Section 11 legitimate, but its scope is limited: Section 11 applies only to marriages solemnized after the commencement of the Hindu Marriage Act (18-5-1955). Therefore, Section 16(1) will assist only children of marriages null and void under Section 11 — i.e., marriages solemnized after the commencement of the Act. Section 12 (decrees of nullity) has a different scope, but Section 16(1) cannot be invoked generically for all void marriages.

5. Application to the present case:

  • The plaint did not allege the date of the marriage between Bhaskaran and the 8th respondent, nor did PW-1 or PW-2 give evidence as to when the marriage was solemnized. Because the date of marriage was not pleaded or proved, the respondents who relied on Section 16(1) failed to establish that the marriage was solemnized after 18-5-1955. Without proof of solemnization after commencement of the Hindu Marriage Act, Section 16(1) could not be invoked to confer legitimacy for succession purposes.
  • Consequently, respondents 1, 9 and 10 were not entitled to inherit from Bhaskaran under the Hindu Succession Act because they were not established as legitimate children of Bhaskaran for succession purposes.
  • Separately, the appellate court had awarded a 1/10 share though the plaint claimed 1/11; the appellate judgment referenced an application to amend but no order allowing the amendment was produced. The lower appellate court's judgment and decree were therefore liable to be set aside.

Holding and Implications

Core Ruling: The appeal is allowed; the judgment and decree of the lower appellate court are set aside, and the suit is dismissed. There will be no order as to costs.

Implications:

  • The court held that respondents 1, 9 and 10 failed to prove they were legitimate heirs of the deceased Bhaskaran for the purposes of succession under the Hindu Succession Act because they did not establish that the marriage between Bhaskaran and the 8th respondent was solemnized after the commencement of the Hindu Marriage Act such that Section 16(1) would apply.
  • The appellate court's preliminary decree (awarding a 1/10 share contrary to the pleaded 1/11 share) was set aside because the record did not disclose any formal order allowing the amendment of the plaint which the appellate court purported to rely upon.
  • Direct effect: The suit for partition as decreed by the lower appellate court is dismissed; respondents 1, 9 and 10 cannot claim a share in Bhaskaran's estate on the basis of the evidence and pleadings before the court.
  • No broader precedent or novel principle was announced beyond the court's application and clarification of the existing statutory provisions (Hindu Succession Act, Sections of the Hindu Marriage Act, and rules of admissibility under the Evidence Act) to the facts of this case.

    Karthi Pankajakshy v. Lalitha Sujatha & Others

    JUDGMENT

    1. This appeal is by the first respondent in A.S 153/1983 of the District Court, Trivandrum who was the first defendant in O.S 88 of 1980 of the Munsiff's Court. The suit was one for partition and allotment of plaintiff's 1/11th share in A schedule property and 1/11th share in the one-half of plaint B schedule property. The suit was dismissed by the trial court, against which the first respondent preferred A.S 153 of 1983 before the District Court, Trivandrum. The District Court allowed the appeal and passed a preliminary decree for partition declaring that the first respondent is entitled to 1/10 share in the plaint A schedule property and 1/10 in the one-half of the plaint B schedule property. Though the share claimed in the plaint is 1/11, the lower appellate court passed a preliminary decree for 1/10 share. Para 11 of, the lower court's judgment states that, since the first respondent has applied for amending the plaint stating that the 8th respondent is not entitled to any share the appellant is entitled to 1/10. The judgment does not say that, the application for amendment was allowed; no order is seen to have been passed on I.A 315/1984 filed for the said purpose. The first respondent's case in brief was that, herself and respondents 9 and 10 are the children of deceased Bhaskaran through his second wife, the 8th respondent. The appellant is the first wife of deceased Baskaran and respondents 2 to 7 are her children. The appellant, contested the suit. She denied the marriage between Bhaskaran and the 8th respondent. She also denied the claim that the 1st respondent and respondents 9 and 10 are the children of Bhaskaran.

    2. It is admitted that, the appellant is the widow of deceased Bhaskaran, and respondents, 2 to 7 are his children born to the appellant. Plaint A schedule was obtained by deceased Bhaskaran as per Ext. A1 gift deed, and B schedule was obtained under Ext. A2 sale deed which stands in the name of Bhaskaran and his wife, the appellant.

    3. No where in the plaint is there an allegation as to when Bhaskaran died. The date of death of Bhaskaran is relevant in deciding as to whether the provisions of the Hindu Succession Act govern the succession to his estate. Even paragraph 9 of the plaint which contains the allegation regarding the cause of action does not mention the date of death of Bhaskaran. Since Ext. A2 sale Heed in favour of Bhaskaran and the appellant was in 1962, be could have died only after 1962. PW-1 said that Bhaskaran died 18 years ago. She was examined on 6-10-1982. Therefore Bhaskaran should have died in 1964 Consequently, the provisions of Hindu Succession Act applies.

    4. Since the status of the first respondent and respondents. 8 to 10 are denied, the burden of proof is on those respondents to establish that they are the legal heirs of deceased Bhaskaran. Though the first respondent swears, that the 8th respondent was married by Bhaskaran; even according to her the 8th respondent is the second wife of Bhaskaran. Evidence regarding the said marriage is the deposition of PWs 1 and 2, and Exts. A3 and A4. The statements in Exts. A3 and A4 are relied on to substantiate the claim that deceased Bhaskaran had married the 8th respondent, and respondents 1, 9 and 10 are his children born to the 8th respondent. PW-1 being the daughter, cannot have any direct knowledge regarding the marriage. The evidence of PW-2 was not accepted by the trial court, and the first appellate court also does not make reliance on his evidence. PW-2 said that, there are records in the S.N.D.P Branch to evidence the marriage of Bhaskaran with 8th respondent. He also said that the Secretary and the President of the S.N.D.P Branch were present at the marriage and they are alive. Neither the said records were summoned, nor the said persons were examined. The trial court was not prepared to act upon the statements in Exts. A3 and A4 as evidence of marriage; but the first appellate court relied on the statements in Exts. A3 and A4 to find that the 8th respondent was married by deceased Bhaskaran.

    5. Ext. A3 is a gift deed executed by the deceased father of Bhaskaran in favour of the first respondent and respondents 9 and 10. In Ext. A3 the deceased father of Bhaskaran described 8th respondent as the second wife of Bhaskaran and respondents 1, 9 and 10 his children through the 8th respondent. Since the father of Bhaskaran is no more, the aforesaid statement is relevant under Section 32(5) of the Evidence Act. Ext. A4 is a partition deed entered into by the mother of deceased Bhaskaran, her daughters, the appellant and the 8th respondent. The appellant did not sign Ext. A4, but the deceased mother of Bhaskaran and his sisters have signed the document. Though Ext. A4 may not be binding on the appellant since she did not affix her signature, it cannot be said that the statements there in can be ignored. The mother of Bhaskaran is alive and the appellate judgment states that though the appellant cited her as a witness she did not examine her inspite of the fact that she was present in court. Since the mother of Bhaskaran was alive and was available for examination, the aforesaid statement in Ext. A4 cannot be admitted in evidence under Section 32 of the Evidence Act. But such statement if properly proved can be admitted in evidence under Section 50 of the Evidence Act. As already indicated, the statement made by the father of Bhaskaran in Ext. A3 has to be given due weight. On the strength of the statement in Ext. A3 even if it is presumed that Bhaskaran married the 8th respondent, that by itself cannot confer legitimacy to respondents 1, 9 and 10 because even according to the first respondent, the 8th respondent was only the second wife of Bhaskaran.

    6. The definition of “related” in Sec. 2(j) of the Hindu Succession Act, 1956 limits the meaning to legitimate kinship. Section 2(j) reads:—

    “2(j) “related” means by legitimate kinship:

    Provided that illegitimate children shall be deemed to be related to their mother and to one another, and their legitimate descendants shall be deemed to be related to them and to one another; and any word expressing relationship or denoting a relative shall be construed accordingly.”

    7. The proviso expands the definition. By virtue of the proviso illegitimate children can be regarded as related to the mother but not to their putative father. Therefore, if the marriage between the 8th respondent and deceased Bhaskaran was not a valid marriage, the children born to Bhaskaran in the 8th respondent would not be entitled to inherit him as illegitimate children and are not entitled to inherit their father as per the provisions of the Hindu Succession Act. As per Section 6 of the Ezhava Act, 1100 when a marriage is solemnized during the subsistance of a prior marriage, the said marriage, would be void; and Sec. 11 of the Hindu Marriage Act read with Section 5(1) also is to the same effect. Therefore, the children born to Bhaskaran in the 8th respondent are not legitimate as per the provisions of the Hindu Succession Act. But it is contended that, by virtue of Sec. 16(1) of the Hindu Marriage Act, they are legitimate for the purpose of succession to the estate of their parents. Reliance was placed on the decision reported in Janu v. Yesoda (1989 (I) K.L.T 392) in support of the said argument.

    8. It is now necessary to understand the scope of Sec. 16 of the Hindu Marriage Act, 1955. Section 16 of the Hindu Marriage Act reads:—

    “16. (1) Notwithstanding that a marriage is null and void under Section 11, any child of such marriage who would have been legitimate if the marriage had been vaild, shall be legitimate, whether such child is born before or after the commencement of the Marriage Laws (Amendment) Act, 1976, and whether or not a decree of nullity is granted in respect of that marriage under this Act and whether or not the marriage is held to be void otherwise than on a petition under this Act.

    (2) Where a decree of nullity is granted in respect of a voidable marriage under Section 12, any child begotten or conceived before the decree is made, who would have been the legitimate child of the parties to the marriage if at the date of the decree it had been dissolved instead of being annulled, shall be deemed to be their legitimate child notwithstanding the decree of nullity.

    (3) Nothing contained in sub-section (1) or sub-section (2) shall be construed as conferring upon any child of a marriage which is null and void or which is annulled by a decree of nullity under Section 12, any rights in or to the property of any person, other than the parents, in any case where, but for the passing of this Act, such child would have been incapable of possessing or acquiring any such rights by reason of his not being the legitimate child of his parents”.

    9. It is clear from sub-section (1) of Section 16 that children born of a marriage which is void under Sec. 11 would be legitimate; but as per sub-section (2) they can inherit only their parents. Section 16(1) of the said Act can apply only if the marriage is void under Sec. 11 of the said Act. Section 11 reads:—

    “11. Any marriage solemnized after the commencement of this Act shall be null and void and may, on a petition presented by either party thereto, against the other party be so declared by a decree of nullity if it contravenes any one of the conditions specified in class (i), (iv) and (v) of Section 5”.

    (emphasis added).

    10. It is clear on a reading of the said Section that the same will apply only to marriages that are solemnized after the commencement of the Hindu Marriage Act. Thus, Sec. 16(1) of the said Act will not assist children born of all void marriages; it will not assist only children born of marriages void, under Section 11. As has already been noticed, Section 11 concerns only marriages solemnized after the commencement of the Hindu Marriage Act. Therefore, it is not enough to prove that, the deceased Bhaskaran had married the 8th respondent and respondents 1, 9 and 10 are the children born to Bhaskaran in the 8th respondent, there should be allegation and proof to the effect that the marriage was solemnized after the commencement of the Hindu Marriage Act. The Hindu Marriage Act came into force on 18-5-1955. Though it is alleged in the plaint that, Bhaskaran had married the 8th respondent, no where in the plaint is there an allegation as to when Bhaskaran married the 8th respondent. Neither PW1 nor PW2 speaks as to when the marriage was solemnized. In a matter like this it is also the burden of the plaintiff to prove the date of marriage because unless it is shown that the said marriage was solemnized after the commencement of the Hindu Marriage Act, the children born out of the said relationship cannot get the benefit under Section 16(1). Para 6 of the decision reported in 1989 (1) KLT 392, referred to earlier will show that, the marriage in that case was claimed to have been solemnized in 1959. The difference between Section 11 and 12 can be seen on a plain reading of the said Sections. Whereas Section 12 will take in marriages solemnized before or after the commencement of the Hindu Marriage Act, Section 11 concerns only marriages solemnized after the commencement of the Hindu Marriage Act. There is no evidence to hold that the marriage between Bhaskaran and the 8th respondent was solemnized after the commencement of the Hindu Marriage Act. Even assuming that the statements in Exts. A3 and A4 are capable of a presumption that, Bhaskaran married the 8th respondent, there can be no presumption that, the solemnization of the marriage was on a particular day, much less after the commencement of the Hindu Marriage Act. Since, there is total lack of pleading and the proof to the effect that solemnization of the marriage between Bhaskaran and the 8th respondent was after the commencement of the Hindu Marriage Act, respondent 1, 9 and 10 cannot claim the benefit of Section 16(1) of the said Act. Since Bhaskaran died after the commencement of the Hindu Succession Act, succession to his estate is governed by the provisions in the Hindu Succession Act. Illegitimate children are not entitled to inherit as per the Hindu Succession Act, unless they fall under Section 16 of the Hindu Marriage Act. Respondents 1, 9 and 10 are not proved to be entitled to the benefit of Section 16(1). Their claim for share in the estate of deceased Bhaskaran cannot be sustained. In view of the aforesaid discussion, it is clear that the judgment and decree of the lower appellate court is liable to be set aside.

    11. In the result the appeal is allowed and the judgment and decree of the lower court is set aside, and the suit is dismissed. There will be no order as to costs.

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    Karthi Pankajakshy v. Lalitha Sujatha & Others
    (Jan 16, 1990)