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  • provision of Section 74 to 111 of the Indian Succession Act
  • provision of S. 14(2) of the Hindu Succession Act,
  • section 24(2) of the Hindu Succession Act,
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Citation Codes
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citation codes
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  • provision of Section 74 to 111 of the Indian Succession Act
  • provision of S. 14(2) of the Hindu Succession Act,
  • section 24(2) of the Hindu Succession Act,
Smart Summary

Judgment Summary — J.V. Gupta, J.

Factual and Procedural Background

This is the plaintiff's second appeal. Sham Singh was the owner of the suit land (47 Kanals) and executed a will dated 21 August 1959 (Exhibit P1) bequeathing one-third of the estate to his daughter Balwant Kaur and one-third each to his two brothers Teja Singh and Beant Singh. According to the plaintiffs (successors-in-interest of Teja Singh and Beant Singh), Exhibit P1 conferred upon Balwant Kaur only a life estate (entitlement to the produce during her lifetime), with succession to the two brothers or their male descendants after her death. Balwant Kaur executed a later will on 6 February 1970 in favour of the defendant Peshora Singh.

The plaintiffs filed a suit for declaration that the 1970 will executed by Balwant Kaur in favour of Peshora Singh was illegal and ineffective and that the plaintiffs were entitled to succeed to the estate inherited by Balwant Kaur from Sham Singh. The trial Court decreed the plaintiffs' suit, holding that Balwant Kaur had only a life estate. On appeal the District Judge reversed the trial Court, concluding that Balwant Kaur was made an absolute owner under Exhibit P1 and therefore her will in favour of Peshora Singh was valid; consequently the plaintiffs' suit was dismissed. The plaintiffs appealed to this Court (second appeal).

Legal Issues Presented

  1. Whether, on the true construction of Exhibit P1 (the will of Sham Singh dated 21 August 1959), Balwant Kaur was given only a life estate (entitlement to the produce during her lifetime) or was made the absolute owner of the one-third share.
  2. If Balwant Kaur was not an absolute owner, whether the will executed by her in favour of Peshora Singh (6 February 1970) was valid and effective against the plaintiffs (successors of the other legatees).

Arguments of the Parties

Appellant's Arguments (plaintiffs / successors of Teja Singh and Beant Singh)

  • The will Exhibit P1 must be read as a whole and, when so read, it is evident that Balwant Kaur was given only a life estate and was entitled only to the produce of the land during her lifetime.
  • Exhibit P1 clearly provided that after Balwant Kaur's death the property would revert to Teja Singh and Beant Singh or their successors; thus the trial Court's finding of life estate was correct and the lower appellate Court's contrary conclusion was a misreading of the will.

Defendant-Respondents' Arguments (Balwant Kaur and Peshora Singh)

  • The words in Exhibit P1 that Balwant Kaur "will be the heir under the will" demonstrate that she was made absolute owner; subsequent terms cannot deprive her of absolute ownership.
  • In support, relied on authorities (Raghunath Prasad Singh v. Deputy Commissioner, Partabgarh; Amar Nath v. Guran Ditta Mal; Muharram Ali v. Barkat Ali; Sewa Ram v. Shrimati Bishan Devi) to show that dispositive words creating an heir/successor may create an absolute estate and that subsequent repugnant conditions may be void.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Raghunath Prasad Singh v. Deputy Commissioner, Partabgarh, AIR 1929 PC 283 From the dispositive words ("heir and successor") an absolute estate of inheritance was created; subsequent clauses imposing repugnant conditions were to operate only after inheritance and were void as repugnant to the created estate. The Court summarized the decision but held it distinguishable and inapplicable to the present case because in Raghunath Prasad Singh the dispositive words created an absolute estate; whereas in the present case Exhibit P1, read as a whole, gave Balwant Kaur only a life estate.
Amar Nath v. Guran Ditta Mal, AIR 1918 Lah 394 Conditions postponing alienation (e.g., for 40 years) were such that the will conveyed an absolute estate; subsequent restrictions were regarded as conditions subsequent and void. The Court noted the principle but held the authority inapplicable because the present will did not create an absolute estate to which such subsequent conditions would be repugnant.
Muharram Ali v. Barkat Ali, AIR 1930 Lah 695 Where a will contains dispositive words creating an estate and later clauses purport to restrict powers over the property, those subsequent restricting clauses are to be treated as conditions subsequent and are void as repugnant to an absolute estate. The Court treated this as another example of the class of cases where dispositive words resulted in absolute estate; it found the case distinguishable on the facts of the present will which granted only a life estate.
Sewa Ram v. Shrimati Bishan Devi, 1978 P.L.J. 274 Under Sections 74–111 of the Indian Succession Act, subsequent conditions repugnant to an absolute estate are void and must be rejected when a legatee is made full owner but subject to repugnant restrictions. The Court observed the principle but held it not applicable to the present facts because the legatee here (Balwant Kaur) was not made absolute owner; therefore repugnancy-of-conditions analysis did not arise.

Court's Reasoning and Analysis

The Court proceeded through the following analytical steps, based solely on the material in the opinion:

  1. Recognition of testator's power: The Court acknowledged that Sham Singh was absolute owner of the land and therefore competent to bequeath the property in any manner he chose.
  2. Perusal of Exhibit P1 as a whole: On close reading of the will, the Court concluded that Balwant Kaur was given only a life estate — specifically, entitlement only to the produce of the land during her lifetime — and that the will expressly provided that after her death the share would revert to Teja Singh and Beant Singh or their male descendants.
  3. Statutory support for limited estate: The Court relied on the statutory provision cited in the opinion (referred to as section 24(2) of the Hindu Succession Act in the judgment) to observe that nothing in the statutory scheme permits treating a restricted estate (created by will or gift) as subject to the normal operation of sub-section (1) where the terms of the will prescribe a restricted estate. This supported the conclusion that Balwant Kaur could not claim absolute ownership if the will created a restricted (life) estate.
  4. Evaluation of authorities relied upon by respondents: The Court reviewed the cases cited by the respondents (Raghunath Prasad Singh, Amar Nath, Muharram Ali, Sewa Ram). It summarized those decisions as instances where dispositive words created absolute estates and subsequent clauses imposing restrictions were found to be repugnant and therefore void. However, the Court found these authorities distinguishable because in the present case the dispositive language did not, on a reading of the will as a whole, create an absolute estate for Balwant Kaur — she was given only a life interest — and thus the repugnancy analysis applied in those cases did not arise here.
  5. Evidence point: The Court noted that Balwant Kaur, called as DW1, categorically admitted that she was given only a life estate in the suit property; this admission reinforced the Court's construction of Exhibit P1.
  6. Further statutory reference: The Court also referred to S.14(2) of the Hindu Succession Act (as cited in the opinion) to conclude that Balwant Kaur could not claim absolute ownership after the death of Sham Singh since Exhibit P1 conferred only a life estate during her lifetime.
  7. Conclusion from analysis: On the combined textual reading of the will, the statutory provisions cited, and the evidentiary admission, the Court concluded that the trial Court's finding (that Balwant Kaur had only a life estate) was correct and that the lower appellate Court's contrary conclusion was incorrect.

Holding and Implications

Holding: Appeal allowed. The judgment and decree of the lower appellate Court are set aside and the decree of the trial Court (which decreed the plaintiffs' suit) is restored.

Direct consequences for the parties:

  • The plaintiffs' declaratory relief succeeds and the trial Court's decree in their favour is reinstated.
  • Balwant Kaur is held to have been given only a life estate under Exhibit P1 and therefore could not, by virtue of Exhibit P1, claim to be absolute owner of the property after Sham Singh's death; accordingly the will she executed in favour of Peshora Singh (1970) was not effective to defeat the plaintiffs' succession rights as found by the trial Court.
  • The appellate Court's dismissal of the plaintiffs' suit is set aside; there is no order as to costs.

Broader legal implications: The opinion expressly treats the cited precedents as distinguishable on the facts and does not purport to lay down a new general rule of law beyond its application to the construction of Exhibit P1; the decision restores the trial Court's construction that the will created a restricted (life) estate rather than an absolute estate.

R.M.S
Appeal allowed.

    Chanan Singh And Others v. Balwant Kaur And Others

    J.V Gupta, J.:— This is plaintiff's second appeal, whose suit for declaration was decreed by the trial Court but was dismissed in appeal.

    2. Sham Singh was the owner of the land in dispute measuring 47 Kanals. Sham Singh left behind a will dated 21st August, 1959 in favour of Balwant Kaur, his daughter, and in favour of his two brothers Teja Singh and Beant Singh. According to the said will Exhibit P1 Balwant Kaur succeeded only to a life estate and she had no right to alienate the land. It was further provided that after the death of Balwant Kaur the other two legatees will succeed to the estate and in case they are pre-deceased to Balwart Kaur then their male descendants will inherit the property. Since Balwant Kaur executed a will on 6th February, 1970 in favour of the defendant, Peshora Singh, the plaintiffs, who are the successors-in-interest of Teja Singh and Beant Singh (legatees) filed the present suit for declaration that the will executed by Balwant Kaur in favour of Peshora Singh was illegal and ineffective and against their rights and they will be entitled to succeed to the estate inherited by Balwant Kaur from Sham Singh.

    3. The suit was contested by Balwant Kaur and Peshora Singh defendants who filed a joint written statement. It was pleaded that Balwant Kaur became absolute owner of the property inherited by her under the said will. It was denied that Balwant Kaur was only entitled to usufruct of the property during her life tine. According to her, Sham Singh died on October 11, 1960 and on his death, Balwant Kaur became full owner. It was denied that after her death, the plaintiffs would be entitled to the suit property. It was further pleaded that the will executed by Balwant Kaur in favour of Peshora Singh was thus valid.

    4. The learned trial Court found that Sham Singh bequeathed only life estate under the will to Balwant Kaur defendant, and, therefore, she could not claim herself to be the absolute owner of the suit property after the death of her father Sham Singh. Consequently, the plaintiffs' suit was decreed.

    5. In appeal the learned District Judge reversed the said findings of the trial Court and came to the conclusion that from the perusal of the terms of the will Exhibit P1 it is clear that Balwant Kaur was made the absolute owner when she was described to become ‘Malik Haqdarr’ under the will and the subsequent terms of the will that she was to get benefit of the produce of the property till her life time and that in the contingency provided therein the property would go to Teja Singh and Beant Singh or their legal heirs will not in any manner restrict the ownership rights of Balwant Kaur in the property in dispute. Thus it was ultimately held that Sham Singh bequeathed the suit property in favour of Balwant Kaur not as a life estate but as an absolute owner. As a result of these findings it was further found that the will made by Balwant Kaur in favour Peshora Singh was a valid one. Consequently, the plaintiffs' suit was dismissed Dissatisfied with the same, the plaintiff has come up in second appeal in this Court.

    6. The learned counsel for the appellants contended that the will Exhibit P1 is to be read as a whole and after reading the same as a whole, it is quite evident that Balwant Kaur was only given life estate under the will and it was further made clear therein that she will be entitled to the produce only till her life time and after her death the property will return to Teja Singh and Beant Singh or their mate successors-in-interest. The findings of the lower appellate Court, in this behalf, according to the learned counsel were wrong and were based on misreading of the will. The trial Court rightly found that Balwant Kaur was only given the life estate.

    7. On the other hand the learned counsel for the defendant-respondents submitted that from the words in the will ‘that Balwant Kaur will be the heir under the will’, clearly proves that she was made the absolute owner and any condition subsequent thereto was of no consequence and could not deprive her of her absolute ownership. In support of his contention reference was made to Raghunath Prasad Singh v. Deputy Commissioner, Partabgarh . AIR 1929 PC 283., Amar Nath v. Guran Ditta Mal . AIR 1918 Lah 394., Muharram Ali v. Barkat Ali . AIR 1930 Lah 695. and Sewa Ram v. Shrimati Bishan Devi . 1978 P.L.J 274..

    8. I have heard the learned counsel for the parties and have gone through the case law cited at the bar.

    9. It could not be denied that Sham Singh was the absolute owner of the land in dispute, and, therefore, he was competent to will away the property in any manner, he liked. Admittedly during his life time he made the will Exhibit P1 dated 21st August, 1959, by virtue of which he bequeathed the land in favour of his brothers Teja Singh and Beant Singh 1/3rd each, whereas the remaining 1/3rd was bequeathed in favour of his daughter Balwant Kaur. From the perusal of the will as a whole, it is quite clear that she was given only the life estate as she was entitled only to the produce thereof, and after her death the property was to revert back to the two brothers of the testator i.e Teja Singh and Beant Singh and in case of their death prior to Balwant Kaur, their sons had to inherit the property. The contention of the learned counsel for the defendants that once Balwant Kaur was allowed to succeed as the heir under the will, then any subsequent conditions were not binding on her, has no merit. She could not claim herself to be the absolute owner of the suit property on the death of her father Sham Singh, because section 24(2) of the Hindu Succession Act, clearly provides that nothing contained in sub-section (1) shall apply to any property acquired by way of gift or under a will, where the terms of the gift or will prescribed a restricted estate in such property. The judgments relied upon by the learned counsel for the defendants are clearly distinguishable. In any case, it could not be laid down as a rule that no conditions whatsoever could be imposed in the will, while bequeathing the property by the testator. In Raghunath Prasad Singh's case (supra), which is the basic judgment and has been followed subsequently, it was held from the contents of the will in that case that from the words that the legatee shall be the testator's heir and successor were clear dispositive words creating an absolute estate of inheritance in P and the various clauses that followed the main provisions were to come into operation after P had so inherited. So it was ultimately held that an attempt to impose repugnant conditions upon the estate so created were, therefore, void. The terms of the will has been reproduced therein, which inter-alia contain that on the death of the testator the property shall vest in Lal Partap Bahadur Singh, whom, he trusted shall follow all the religious principles of Hindus and shall pass his whole life in a good manner, and he shall be his heir and successor. The said heir after he has inherited him shall be bound to abide by all the terms following therein. One of the terms was that the legatee and his representative shall have no power to alienate the properties. Such a clause restricting the right of alienation permanently was certainly repugnant upon the estate so created, and, therefore, the same was held to be void. In Amar Nath's case (supra) the conditions imposed upon the legatee were that they shall not be competent to transfer mortgage, sell etc. their respective shares of property until 40 years of the testator's death. On account of such a condition it was held that the will conveyed absolute estate in favour of the legatees. In Muharrom Ali's case (supra) also, the will contained certain clauses purporting to restrict and cut down the powers over the house after the legatee had inherited it, and therefore; it was held that the subsequent restriction clauses would not displace the effect of the dispositive words and must be regarded as conditions subsequent which being repugnant to absolute estate, are void and must be rejected. In the case reported as Sewa Ram the will provided that the legatee would become full owner and would get into possession as such of all properties of testator and be entitled to mortgage part of agricultural property to raise amount for maintenance but prohibited legatee from permanently alienating any part of agricultural land and property devised to be inherited after the death of legatee by nephews of testator and their heirs Under these circumstances, it was held therein, while considering provision of Section 74 to 111 of the Indian Succession Act that the subsequent conditions being repugnant to absolute estate, were void and must be rejected.

    10. All these cases referred to above, have no applicability to the facts of the present case. Here under the will Exhibit P1 Balwant Kaur was only given life estate for 1/3rd share of Sham Singh. She was only entitled to the produce of the land during her life time. It was clearly provided in the will that after her death her one third share will revert back to the other two legatees under the will or their male descendants. Thus the question of restricting any rights of alienation etc. of Balwant Kaur as such did not arise because she was never made the absolute owner under the will, and, therefore the authorities referred to above, as stated earlier, have no applicability to the facts of the present case. Moreover, it will be pertinent to note that Balwant Kaur defendant appeared as DW1 and categorically admitted that she was given only the life estate in the suit property.

    11. Under these circumstances, in view of the provision of S. 14(2) of the Hindu Succession Act, she could not claim herself to be the absolute owner after the death of her father Sham Singh, because in the will Exhibit P1 she was only given life estate during her life time.

    12. As a result of the above discussion, this appeal succeeds, the judgment and decree of the lower appellate Court are set aside and that of the trial Court decreeing the plaintiffs' suit are restored with no order as to costs.

    R.M.S
    Appeal allowed.

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    Comments

    Chanan Singh And Others v. Balwant Kaur And Others
    (Jan 11, 1984)