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Factual and Procedural Background

The appeal concerns whether the plaintiff was entitled to relief under Section 4 of the Partition Act (Act No. 4 of 1895). The plaintiff sued for partition of two small plots (homestead plot No. 1277, 0.03 acre; Bari plot No. 1309, 0.07 acre) and sought to enforce a right to purchase the undivided share previously sold to the defendant. The plaintiff's case was that the two plots remained in joint possession and therefore Section 4 should apply. The defence was that the plots had been divided between the two branches of the family and that the defendant was not a member of the family. The trial court found that the two suit-plots were not divided between the plaintiff and his cousin, that the defendant was not a member of the family, and that the plots remained undivided; relying on a Patna High Court decision (Babulal Tiwari v. Hulla Mallah, AIR 1938 Pat 13) the trial court concluded the Bari plot was necessary for enjoyment of the homestead and granted relief under Section 4, directing payment of Rs. 72 towards valuation.

On appeal the lower appellate court reconsidered the evidence and found the plaintiff was not entitled to relief under Section 4, allowed the defendant's appeal while maintaining the decree for partition as passed by the trial court. The plaintiff then filed the present second appeal.

Legal Issues Presented

  1. Whether the plaintiff was entitled to relief under Section 4 of the Partition Act, 1895 — specifically, whether the statutory conditions for invoking Section 4 were satisfied in respect of the disputed homestead and Bari plots.

Arguments of the Parties

Plaintiff-Appellant's Arguments

  • The plaintiff asserted that the two disputed plots were in joint possession and that he was therefore entitled to relief under Section 4 of the Partition Act (including the right to purchase the undivided share previously sold to the defendant).
  • Counsel for the plaintiff (Mr. B. Patnaik) relied on precedents such as Nilkamal v. Kamakhya Charan (AIR 1928 Cal 539) to argue for a liberal and comprehensive meaning of “family” and to support the plaintiff's claim under Section 4.

Defendant's Position / Defence

  • The defence pleaded that the two disputed plots had been divided between the two branches of the family, each branch being in separate possession of its portion; because the plots were small, separate possession did not appear in settlement records.
  • It was also asserted that the defendant was not a member of the family.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Babulal Tiwari v. Hulla Mallah, AIR 1938 Pat 13 Used by the trial court to support the conclusion that an adjacent plot (Bari) may be ordinarily and reasonably necessary for enjoyment of the homestead. The trial court relied on this decision to conclude plot No. 1309 was necessary for enjoyment of plot No. 1277 and granted relief under Section 4. The appellate court and this Court distinguished the present facts (noting absence of an undivided dwelling house at time of transfer) and did not adopt that trial-court conclusion.
Nilkamal v. Kamakhya Charan, AIR 1928 Cal 539 Held that the word “family” in Section 4 should be given a liberal and comprehensive meaning; aimed to prevent an outsider transferee from forcing his way into a family dwelling. The plaintiff relied on this case. The Court held that, given the findings in the present case (notably that there was no undivided dwelling house at the time of transfer), Nilkamal did not assist the appellant.
Boto Krishna v. Akhov Kumar, AIR 1950 Cal 111 Explains that S.4(1) recognizes a person may be a family member though not owning a share in the dwelling house, and that qualification as a “share-holder” is judged with reference to the position at the date of application. The Court cited this principle to explain who may be competent to claim under Section 4, but observed the present case was distinguishable because there was no finding as to the timing of the purchase and, crucially, there was no dwelling house at the date of transfer.
Bhagirath v. Afaq Rasul, AIR 1952 All 207 Held that to decide whether a house is a family dwelling house one must ask whether the family has abandoned the idea of occupying it; condition of the house (e.g., dilapidation) is not determinative if the family intends to use it when possible. The Court relied on this principle to note that a dilapidated house could still be a family dwelling house. The Court distinguished the present case by observing that in the cited cases there was a dwelling house in existence at the time of transfer; in the present case the transfer was of a vacant homestead site.
Bhabani Bewa v. Akshoy Kumar Das, AIR 1955 Orissa 143 Held that “dwelling house” includes not only the building but adjacent buildings, curtilage, garden, courtyard, orchard and necessary appurtenances; whether adjacent land is necessary to enjoyment of the house is to be determined on evidence. The Court used this decision to explain the broader meaning of “dwelling house” and the evidentiary approach for appurtenant plots, but observed that in all the cited cases a dwelling house existed at the date of transfer; the present case differed because there was no dwelling house at that date.
R.D. Mehta v. Gadadhar Rai, 12 Cal LJ 526 Referenced (through Bhabani Bewa) as authority relevant to the scope of “dwelling house” and related principles. Listed among decisions relied upon in Bhabani Bewa; the Court noted these authorities supported the view that in previous cases some form of an undivided dwelling house existed at the date of transfer, a factual situation different from the present case.
Gour Chand v. Khirode Nath, AIR 1948 Cal 73 Referenced as supportive authority in relation to what constitutes a dwelling house and appurtenances. Cited (via Bhabani Bewa) as part of the body of decisions where courts found a dwelling house in existence at the time of transfer; distinguished from the present facts where no dwelling house existed at the relevant time.

Court's Reasoning and Analysis

The Court's analysis proceeded in these principal steps:

  1. Statutory framing: The Court set out the relevant provision (Section 4(1) of the Partition Act) and identified the necessary conditions to attract its operation. The Court also explained that Section 4 is a logical sequel to Section 44 of the Transfer of Property Act and functions to give a pre-emption-like privilege in respect of a family dwelling house.
  2. Enumeration of conditions: The Court distilled four conditions required to invoke Section 4 (as stated in the opinion):
    • There must be a dwelling house in existence belonging to an undivided family;
    • A share thereof should have been transferred to a person who is not a member of such family;
    • The transferee should sue for partition;
    • A member of the family being a share-holder must claim or undertake to buy the share of the stranger transferee.
  3. Application to facts — primary factual finding: The Court examined the evidence and accepted the trial-court finding (corroborated by testimony such as P.W.3, the Commissioner) that by the time the defendant's purchase was made (1941) there was no dwelling house standing on plot No. 1277. The prior dwelling house had been burnt and razed; the present residential house on the plot, by the plaintiff's own evidence, was constructed around 1946 (after the 1941 purchase).
  4. Burden of pleading and proof: The Court emphasized that it was incumbent on the plaintiff both to plead and to prove that there was an undivided dwelling house in existence and that a share thereof was transferred to the defendant. The Court found that the plaintiff had neither pleaded nor proved these essential facts.
  5. Distinguishing authorities: The Court reviewed a number of precedents relied upon by the parties (Nilkamal, Boto Krishna, Bhagirath, Bhabani Bewa and others), explaining their principles — particularly that a dilapidated or partially destroyed house may still be a family dwelling house if the family intended to occupy it — but distinguished each on the ground that in those cases some form of undivided dwelling house existed at the time of transfer. In contrast, the present case involved a transfer of a vacant homestead site with no dwelling in existence at that date.
  6. Conclusion of law: Because the first essential condition (existence of an undivided dwelling house at the time of transfer) was not satisfied, Section 4 did not apply. The plaintiff was therefore not entitled to the relief claimed under Section 4.

Holding and Implications

Holding: The plaintiff is not entitled to relief under Section 4 of the Partition Act; the appeal is dismissed and the judgment and decree of the learned District Judge of Cuttack dated 30-11-1954 are affirmed (the opinion concludes "Appeal dismissed").

Implications:

  • The direct effect on the parties is that the lower appellate court's decision (that the plaintiff cannot claim the Section 4 remedy because no undivided dwelling house existed at the time of transfer) stands; the decree for partition as maintained by the appellate court is affirmed and the plaintiff's claim to purchase the transferred share under Section 4 fails.
  • The Court distinguished earlier authorities on the ground of different factual matrices (notably the existence of some form of dwelling house at the time of transfer in those cases). The opinion does not announce any broad new rule beyond those distinctions; its operative effect is to confirm that the existence of an undivided dwelling house at the relevant time is a threshold condition for invoking Section 4.

    Bikal Swain v. Iswar Swain

    Das, J.:— The only question of law raised in this appeal is, if the plaintiff was entitled to any relief under Section 4 of the Partition Act (Act No. 4 of 1895). The facts are these:

    2. The plaintiff brought a suit for partition of the homestead plot No. 1277, measuring 0.03 acre and the Bari plot No. 1309, measuring 0.07 acre and desired to enforce his right to purchase the undivided share previously purchased by the defendant. The plaintiff's whole case was that though the other properties had been divided, the aforesaid two plots in dispute were in joint possession and accordingly he is entitled to the relief under Section 4 of the Partition Act. The defence was that the two disputed plots had also been divided between the two branches of the family, each branch being in separate possession of his portion of the property. Since the plots were rather too small, separate possession was not shown in the settlement records. The trial court came to the finding that the two suit-plots were not divided between the plaintiff and his cousin and the defendant was not a member of the family. The concurrent findings of fact therefore were that the defendant was not a member of the family and that the homestead and the Bari plots remained undivided. The trial court, however, relying on a decision of the Patna High Court: Babulal Tiwari v. Hulla Mallah reported in AIR 1938 Pat 13, came to the conclusion that the plot No. 1309 (Bari) was ordinarily and_reasonably necessary for the enjoyment of plot No. 1277 (homestead) and hence the plaintiff is entitled to relief under Section 4 of the Partition Act and directed him to pay a sum of Rs. 72/- towards the valuation of the two disputed plots.

    3. The lower appellate court on a reconsideration of the evidence on record came to the finding that the plaintiff was not entitled to any relief under Section 4 of the Partition Act and accordingly allowed the defendant's appeal, while maintaining the decree for partition as passed by the trial court. It is against this decree that the plaintiff preferred the present second appeal.

    4. Mr. B. Patnaik, learned counsel on behalf of the plaintiff-appellant urged that the plaintiff is entitled to the relief under Section 4 of the Partition Act. In order to fully appreciate the point, the facts have got to be stated in a little more detail. One Bali Swain had two sons, Udi and Sanai. The plaintiff is the son of Udi. Sanai's son Panu died issueless leaving his mother Sulei Bewa. Sulei sold Panu's admitted share of eight annas and ten pies interest in the aforesaid two plots to the defendant, Iswar Swain by a registered deed of sale dated 5-7-1941 (Ext. A). In the record of rights the two disputed plots have been recorded joint in the name of the plaintiff and Panu whose share has been noted as eight annas and ten pies and the plaintiff's share as seven annas and two pies. It is also the admitted case of both, parties that Panus' branch and the plaintiff's branch Had separated before the settlement operation in? mess and interest and there had been actual division of movables and most of the immovable properties, whereas the two disputed plots have been shown in the record of rights to be in joint possession with defined shares as aforesaid.

    5. In the plaint although the plaintiff had referred to the homestead plot he did not categorically state that there was an undivided dwelling house standing thereon. The homestead plot may be undivided, but there can be no necessary presumption that a dwelling house stood thereon and even if a dwelling house was standing thereon, it cannot be presumed that it is an undivided dwelling house. The categorical evidence in this case is that by 1941 no dwelling house whatsoever was standing on plot No. 1277 and the dwelling house that existed previously had been burnt down and razed to the ground. The plaintiff's own evidence was that of the two houses now standing, one is a residential house and other is a shed. The residential house was constructed by the plaintiff two years prior to the shed constructed by the defendant, that is, in or about the year 1948. Hence the residential house constructed by the plaintiff, according to his own evidence, could be in or about the year 1946.

    6. According to P.W 3, the Commissioner there is no other house on the suit-land except the aforesaid two houses, the residential house belonging to the plaintiff and the shed belonging to the defendant. Although the plaintiff did not categorically say as to when the house was burnt, he has admitted that it occurred prior to the construction of these two new houses. Thus, the learned Judge rightly came to the conclusion that there was no undivided dwelling house standing on the disputed homestead plot by the time the defendant made his purchase. Section 4 of the Partition Act, as is relevant for the present purpose, runs as follows:

    “Section 4(1). Where a share of a dwelling house belonging to an undivided family has been transferred to a person who is not a member of such family and such transferee sues for partition, the Court, if any member of the family being a share-holder shall undertake to buy the share of such transferee, make a valuation of such share in such manner as it thinks fit and direct a sale of such share to such shareholder and may give all necessary and proper direction in that behalf”.

    7. This section was presumably enacted by the Legislature to afford the benefit of the law of pre-emption to the other communities in India, as far as the dwelling house is concerned. Section 4 undoubtedly is a logical sequel of section 44 of the Transfer of I Property Act and is only an extension of the privilege I given to the share-holders by Section 44 of the latter Act in order to attract the operation of S. 4:

    (1) There must be a dwelling house in existence belonging to an undivided family;

    (2) A share thereof should have been transferred to a person who is not a member of such family;

    (3) The transferee should sue for partition;

    (4) That a member of the family being a share holder claims or undertakes to buy the share of the stranger transferee.

    8. Hence in order to attract the operation of S. A the first condition necessary is that there must be a dwelling house in existence belonging to an undivided family at the time of transfer. From the evidence as I have discussed above, it is clear that by the time the share in the homestead plot was transferred there was no dwelling house standing on the disputed plot, for, the dwelling house now standing on the disputed plot according to plaintiffs own admission was constructed in or about the year 1946. It is incumbent upon the plaintiff to plead that there was in existence an undivided dwelling house and he must prove that a share thereof was transferred to the defendant before he can claim privilege under S. 4. In the present case the plaintiff had done nothing.

    9. Mr. Patnaik sought to rely upon a case in Nilkamal v. Kamakhya Charan, AIR 1928 Cal 539. Mookerjee, J. in that case held that the word ‘family’ used in S. 4 ought to be given a liberal and comprehensive meaning. The object of the section is to prevent a transferee of a member of a family who is an outsider from forcing his way into a dwelling house in which other members of his transferor's family have a right to live. The fact in that case was that the huts had been blown down and new constructions had appeared; but there was no finding if the house was built by different members of the undivided family, nor was there any finding as to when the purchase was effected whether before the huts were blown down or after.

    10. Thus, in view of the findings in the present case, this case does not help the contention urged on behalf of the appellant. In the case of Boto Krishna v. Akhov Kumar, AIR 1950 Cal 111, the learned judges held that S. 4(1) itself recognizes that a person may be a member of the family although he may not be owning a share in the dwelling house. It confers the right to apply to buy the share transferred by “any member of the family being a share-holder”. The additional qualification of being a share-holder would not be necessary if the intendment of the section was that membership of the family was equivalent to co-ownership of the house, nor is there anything in the section which disqualifies a member who having previously alienated his share, has reacquired it and is owning it at the time he makes his claim under S. 4. The qualification of the applicant has to be; judged with reference to his position at the date of the application.

    11. A member of the family not himself having a share may, for the first time, purchase a share from another member of the family or a share-holder may sell his share to another member or even to a stranger and may repurchase it from the vendee. But if he shows that he is a co-sharer of the family at the date of his application, he establishes his competence to make the application. The cosharers having their own separate sites forming part of the undivided property integrity of the dwelling house is not destroyed. In this case the finding by Chakravarty (as he then was) was that as the cosharers had separate huts of their own, there was no common dwelling house to which the section would be attracted was confirmed by the Division Bench while hearing the appeal under the provisions of the Letters Patent.

    12. There being no finding as to when exactly the purchase was made this case is clearly distinguishable. Following the Calcutta decision in AIR 1928 Cal 539, the Allahabad High Court in the case of Bhagirath v. Afaq Rasul, AIR 1952 All 207, held that in order to determine whether a particular house is a family dwarfing house within the meaning of Section 4 of the Partition Act, the question to be decided in each case is whether the family has abandoned the idea of occupying the house as a residential house and not the state in which the house is. A person may not be able to reeoutruct his house for considerable length of time owing to poverty or owing to disputes with a stranger to the family regarding its occupation.

    13. A house may fall into a complete state of disrepair owing to these circumstances, but it will nevertheless continue to be a family residential house if the members of the family intend to use it as such is soon as they can conveniently do so. Thus, in that case, there was in existence an undivided family dwelling house although in a dilapidated condition. Hence in none of these cases the purchase by the transferee was of a vacant homestead site as in the present case. The only other case that remains to be, considered is a decision of this court in Bhabani Bewa v. Akshoy Kumar Das, AIR 1955 Orissa 143. Narsimham, J., (as my Lord then was) held that the expression ‘dwelling house’ in S. 4 embraces not merely the structure of the building, but includes also adjacent buildings, curtilage, garden, court-yard, orchard and all that is necessary for the convenient occupation of the house, but that which is only for the personal use and convenience of the occupier.

    14. The question whether a particular plot of adjacent land is or is not necessary to the enjoyment of the house is to be determined on evidence. The mere fact that there is an intervening lane between the actual residential house and a plot which is claimed as appurtenant to it will not necessarily show that the latter plot does not form part of the dwelling house, if it could be reasonably held on the evidence that the latter plot is used for the accommodation of servants or guests or for other purposes incidental to the use of the house by way of residence. The actual condition of the disputed dwelling house, on the date of the commencement of the litigation is not very material.

    15. Thus, the mere fact that a but forming part of a dwelling house was in dilapidated condition on the date of the suit would not make it anytheless a dwelling house so long as the members had not abandoned the idea of using the but as part of that dwelling house. While corning to the aforesaid conclusion My Lord rehed upon the decisions in R.D Mehta v. Gadadhar Rai, 12 Cal LJ 526 : AIR 1938 Pat 13, Gour Chand v. Khirode Nath, AIR 1948 Cal 73 and AIR 1928 Cal 539. The finding in that case being that at the time of transfer there was a dwelling house in existence, this case would not apply to the present case. Thus, in all these cases the finding was that there was some sort of an undivided dwelling house in existence on the alleged date of the transfer which necessarily attracted the application of Section 4 of the Partition Act. What is necessary for a decision in the present case is if there was an undivided dwelling house in existence at the time of the transfer in favour of the defendant. But in view of our finding that there was no dwelling house, belonging to the undivided family in existence on the date of the transfer, the plaintiff clearly is not entitled to the benefit_of Section 4 of the Partition Act. In the result, the judgment and decree of the learned District Judge of Cuttack, dated 30-11-1954, are affirmed and the appeal is dismissed with costs.

    Narasimham, C.J:— I agree.

    K.S.B

    16. Appeal dismissed.

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    Bikal Swain v. Iswar Swain
    (Nov 17, 1958)