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Smart Summary

Factual and Procedural Background

The dispute concerns a one-third share in a joint khata that belonged to Karma, son of Gulab, who died in 1961 without leaving a widow or issue. A succession dispute arose between Nand Singh, the plaintiff and brother of Karma, and the defendant Kalu, who is the son and grandson of a pre-deceased brother of Karma named Munshi. Kalu and his family were alleged to have taken unlawful possession of the land. Nand Singh claimed to be the nearest heir under the Hindu Succession Act, 1956, and filed suit for possession of Karma's one-third share.

The plaintiff alleged that before the Hindu Succession Act came into force, the parties, who are Jats, were governed by Punjab Customary Law regarding succession and alienation of property, under which Karma had no right to will the ancestral land. The plaintiff claimed the land was ancestral and that Karma made an unauthorized will in 1957 favoring Kalu, who was a minor at the time of filing the suit in 1961. The defendant denied the applicability of customary law and asserted the validity of the registered will dated 26-2-1957, denying the ancestral nature of the land.

The trial court framed two initial issues: (1) whether the land was ancestral to the plaintiff and Karma, and (2) whether Karma executed a valid will in favor of the defendant. Later, a third issue was added concerning the application of customary law, but parties relied on the evidence already on record. Both parties conceded that the will would only affect non-ancestral property, while ancestral property would pass as if Karma died intestate.

The trial court found the will duly proved and held that 6/7th of Karma's one-third share was ancestral, decreeing possession accordingly. The appellate court affirmed this judgment and dismissed Kalu's first appeal with costs. Kalu then filed the present second appeal.

Legal Issues Presented

  1. Whether the land in dispute is ancestral property of the plaintiff and the deceased Karma.
  2. Whether Karma executed a valid will in favor of the defendant Kalu.
  3. Whether Punjab Customary Law governed succession and alienation of the property before the Hindu Succession Act, 1956.
  4. Whether the registered will affects ancestral and non-ancestral property under the applicable law.

Arguments of the Parties

Appellant's Arguments

  • The appellant, Kalu, denied the applicability of customary law to the parties and asserted the validity of the registered will dated 26-2-1957.
  • The appellant challenged the ancestral nature of the land.
  • The appellant relied on the will as evidence of ownership over the disputed land.
  • Reliance was placed on the decision in Daljit Singh v. Tulla Ram to claim benefits if services to the deceased were proved, which was not done in this case.

Respondent's Arguments

  • The respondent, Nand Singh, claimed to be the nearest heir under the Hindu Succession Act, 1956, with the land being ancestral property governed by Punjab Customary Law before the Act.
  • It was contended that Karma had no right to will the ancestral property and that the will was unauthorized in respect of ancestral land.
  • The respondent maintained that the ancestral property should devolve as if the deceased died intestate.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Kaur Singh v. Jaggar Singh, AIR 1961 Punj 489 Interpretation of the Hindu Succession Act regarding testamentary powers and customary law. Used to affirm that the Hindu Succession Act does not enlarge a male proprietor’s powers to transfer ancestral property by will.
Joginder Singh v. Kehar Singh, ILR (1965) 2 Punj 438 (AIR 1965 Punj 407) (Full Bench) Affirmation of the principle regarding testamentary powers and customary law under the Hindu Succession Act. Confirmed the limited testamentary power over ancestral property under customary law and the Act.
Daljit Singh v. Tulla Ram, 1965 Cur LJ 867 (Punj) Benefit of succession claims based on rendering services to the deceased. Distinguished on facts as appellant did not plead or prove rendering services; thus, the precedent was not applicable.

Court's Reasoning and Analysis

The court analyzed the nature of the property and the validity of the will. It accepted the concurrent findings of fact by the two lower courts that the registered will was duly executed by Karma while of sound mind. The court held that 6/7th of Karma's one-third share was ancestral property in favor of the plaintiff-respondent, while 1/7th was non-ancestral. The court relied on the definition of "intestate" under clause (g) of sub-section (1) of Section 3 of the Hindu Succession Act, 1956, to treat Karma as intestate in respect of the ancestral property, which he could not dispose of by will under Punjab customary law.

The court noted the parties' admission that they were governed by customary law prior to the Act, supported by evidence such as jamabandi records and the nature of the land as self-cultivated agricultural land. The court referred to binding precedents that the Hindu Succession Act does not enlarge testamentary powers over ancestral property.

The court rejected the appellant’s reliance on the Daljit Singh case, as the appellant failed to plead or prove rendering services to the deceased, which was a necessary factual foundation for that precedent to apply. The appellant’s minority at the time of the will and suit was also considered.

Accordingly, the court found no grounds to interfere with the lower courts’ findings and dismissed the appeal.

Holding and Implications

The court DISMISSED THE APPEAL.

The direct effect of this decision is the affirmation of the trial and appellate courts’ rulings that the ancestral share of the land devolves as if the deceased died intestate under the Hindu Succession Act and Punjab customary law, while the non-ancestral share passes under the duly executed will. No new precedent was set, and the decision confirms the application of established legal principles concerning testamentary powers and customary succession laws in rural agricultural communities.

    Kalu v. Nand Singh (Deceased) And Others

    1. The following Pedigree table will be of help in stating the facts of this regular second appeal filed by Kalu defendant:—

    2. The dispute relates to a one-third share in the joint khata of the parties which had belonged to Karma son of Gulab. Karma died without leaving any widow or issue in 1961 and a dispute has arisen about succession to his one-third share in the joint khata between his brother Nand Singh plaintiff on one side and the sons and a grandson of a pre-deceased brother of the deceased, namely Munshi son of Gulab. As Munshi's sons and grandson were described to have one into unlawful possession of the land. Nand Singh plaintiff claiming to be the nearest heir under Hindu Succession Act, 1956, had filed this suit for the possession of Karma's one-third share in the joint holding. It had been alleged in paragraph 6 of the plaint that before the coming into force of the said Act, the parties who are Jats were governed by Punjab Customary Law in matters of succession to and alienations of property and that Karma had no rigid to make a will of the land in dispute which was ancestral in his hands and the plaintiff. In support of the plea of custom, it had been further averred in this paragraph that the members of the family were dependent on agriculture and cultivated lands with their own hands. The deceased was described to have made an unauthorised will dated 26-2-1957 in favour of his deceased brother's grandson Kalu who was a minor at the time of the filing of this suit in 1961. In the written statement filed on behalf of the defendant-appellant, it had been denied that the parties were ever governed by customary law in such matters. Kalu appellant set up the registered will. Exhibit D. 1, dated 26-2-1957 and denied that the land in dispute was ancestral in nature.

    3. The trial Court framed following two issues in the first instance:—

    (1) Whether the land in dispute is ancestral qua the plaintiff and Karma deceased.

    (2) Wehther Karma executed a valid will in favour of defendant No. 1.

    4. After the parties had examined their entire evidence, it was brought to the notice of the Court during arguments that there was no issue regarding the parties being governed by custom. A third issue with regard to the application of customary law to the case was therefore added but the parties contented themselves with the evidence that had already been examined in the case. The counsel for the parties further conceded before the trial Court that the effect of the due execution of the will would be that all non-ancestral property of the deceased was to so to Kalu defendant-appellant as the legatee under the will and that the ancestral land was not to be affected by the will and was to no to the legal heirs of the deceased as if he had died intestate.

    5. The trial Court found that the registered will. Exhibit D. 1, had been duly proved 6/7th share out of the one-third share of Karma in the joint holding was found to be ancestral qua the plaintiff-respondent in the hands of the deceased. The suit was therefore, decreed in respect of this ancestral part of the land in dispute while it was dismissed in respect of only a 1/7th part of Karma's one-third share in the joint holding. The judgment and decree of the trial Court was affirmed by the lower appellate Court and the first appeal filed by Kalu was dismissed with costs. Kalu has therefore, come up in second appeal.

    6. The concurrent findings of fact of the two Courts below that the registered will, Exhibit D. 1, had been duly executed by the deceased while he was of sound disposing mind and that the land in dispute was ancestral and non-ancestral in the ratio of 6:1 are findings of fact and cannot easily be disturbed in the second appeal. Shri Puran Chand the learned counsel for the appellant, had nothing much to urge against these findings of fact.

    7. In view of the definition of “intestate” as given in clause (g) of sub-section (1) of Section 3 of the Hindu Succession Act. Karma is to be deemed to have died Intestate in respect of the ancestral property which he could not dispose of by will under the general customary law of Punjab. Shri Puran Chand argued that there was no proof that the parties were governed by custom in such matters before the coming into force of the Hindu Succession Act. The parties are admittedly Jats by birth and are residing in a rural area. One has only to look up the jamabandi and the registered will, Exhibit D. 1, if any proof is needed on these points. It is also the common case of the parties that they own a good deal of agricultural land. The Jamabandis further show that all this land is khud kasht or magbooza malkan or self-cultivated. We have all the essential incidents of an agricultural community before us. As regards the proposition of law that the Hindu Succession Act does not enlarge the powers of a male proprietor to make any transfers inter vivos or by testament, we have only to refer to a Division Bench ruling of this Court in Kaur Singh v. Jaggar Singh, AIR 1961 Punj 489, which was later affirmed by a Full Bench in Joginder Singh v. Kehar Singh, ILR (1965) 2 Punj 438 : (AIR 1965 Punj 407 (FB)). As Karma had died in 1961, succession to his property would be governed by the provisions of that Act Sections 8, 9 and 10 would be fully applicable as Karma is to be taken to have died “intestate” in respect of the ancestral property in view of the definition of that word in clause (g) of Section 3(1) of the Act. As regards the non-ancestral or self-acquired property of Karma, the will. Exhibit D. 1, shall have full effect. The concession made by the counsel for the parties in the trial Court, therefore, represented the correct position of the law and the case has been rightly decided by both the Courts below.

    8. Shri Puran Chand then relied upon the decision of a Single Bench of this Court in Daljit Singh v. Tulla Ram, 1965 Cur LJ 867 (Punj). The appellant could have claimed the benefit of this ruling if he were to prove that he had been rendering services to the deceased. There was no such plea taken by the appellant in his written statement. No evidence could be or has been examined to show that the appellant was rendering any services to the deceased. There is no doubt a recital to that effect in the will. Exhibit D. 1, but this cannot be treated as admissible evidence on a fact which had never been pleaded by the party concerned. The appellant was a minor at the time of the making of this will in 1957. He was shown to be a minor even at the time of the filing of this second appeal in 1965. A minor of about ten years of age could not possibly have started rendering any services worth the name during his infancy. In any case this plea on a question of fact had to be specifically taken and proved. I see no grounds for interference and dismiss the appeal. Shri Sarin, the learned counsel for the respondents, does not press for an order as to costs.

    9. Appeal dismissed.

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    Comments

    Kalu v. Nand Singh (Deceased) And Others
    (Feb 23, 1973)