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Smart Summary

Factual and Procedural Background

Tirlok Chand filed Suit No. 1912 of 1958 seeking partition of properties listed in Schedules A, B and C of the plaint. He claimed that the Schedule A property had been acquired by his great-grandfather Chhitar Mal, that Schedule B property was joint family property of Jagannath and Govind Ram (sons of Salag Ram), and that Schedule C property had descended from Jagannath to his widow, Smt Chhoti.

Defendant 1, Banwarilal, resisted the suit on the basis that he had been adopted by Govind Ram and was sole beneficiary under two registered wills dated 25 September 1950, one executed by Govind Ram and the other by Smt Chhoti. He asserted exclusive title to all properties.

The trial court found the wills genuine but ruled that adoption was unproved; nevertheless, it dismissed the suit. The first appellate court affirmed dismissal, treating recital in Govind Ram’s will as sufficient proof of adoption. On second appeal, the High Court held the recital insufficient, concluded that adoption was not proved, declared that Smt Chhoti had only a life interest in one-half of the properties in Schedules A and B, and remitted the matter for partition of reversionary interests.

Both sides obtained special-leave to appeal to the Supreme Court: Banwarilal sought the entire estate (Civil Appeal 1742 of 1969) while the plaintiff sought to defeat Banwarilal’s claim entirely (Civil Appeal 1743 of 1969).

Legal Issues Presented

  1. Whether Banwarilal successfully proved a valid adoption by Govind Ram.
  2. Whether the two wills dated 25 September 1950 operate in favour of Banwarilal despite failure to establish the adoption.
  3. Whether Smt Chhoti, as a life tenant of property inherited from her husband Jagannath, had power to bequeath that property to Banwarilal.

Arguments of the Parties

Plaintiff/Respondent (Tirlok Chand)

  • Denied the factum of adoption and contended that the recital in Govind Ram’s will was inadequate proof.
  • Alleged the wills to be forgeries at the trial stage.
  • Argued before the Supreme Court that, even if genuine, the wills could not operate in favour of Banwarilal once adoption failed, and that the will of Smt Chhoti was wholly inoperative regarding properties in Schedules A and B.

Appellant (Banwarilal / Defendant 1)

  • Maintained that a valid adoption had been effected; relied on the recital in Govind Ram’s will and testimony of attesting witness Raj Pal (DW-2).
  • Claimed the two wills entitled him to the entirety of properties in Schedules A, B and C.
  • Contended that the wills should be given effect not only to property obtained by Smt Chhoti under Govind Ram’s will but also to property she inherited from Jagannath.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Ranganathan Chettiar v. Periakaruppan, AIR 1957 SC 815 (1953 SCR 214) Reference to relationship in a will may serve merely as description, not as the operative motive for the bequest. Supported the High Court’s view that calling Banwarilal an adopted son in the wills was descriptive and did not condition the bequests on proof of adoption.
Chandreshwar Prasad Narain Singh v. Bisheshwar Pratab Narain Singh, AIR 1927 Pat 61 A statement in a will concerning adoption is admissible but not conclusive evidence of the fact. Used to reject Banwarilal’s argument that the will-recital conclusively proved adoption; court held stricter proof was required.

Court's Reasoning and Analysis

The Supreme Court treated findings of fact as final and unassailable. On the first issue, it agreed with the High Court that the recital in the will and the testimony of one attesting witness were insufficient to discharge the heavy burden of proving adoption, particularly when eyewitnesses to the alleged “giving and taking” were not produced.

Regarding the efficacy of the wills, the Court endorsed the High Court’s interpretation that Govind Ram’s and Smt Chhoti’s affection and the services rendered by Banwarilal—not the legal status of adoption—motivated the bequests. Therefore, failure of adoption did not vitiate the bequests insofar as the testators were competent to devise.

As to property inherited by Smt Chhoti from Jagannath, the Court held she held only a traditional Hindu widow’s life interest (Jagannath having died in 1940, before the Hindu Succession Act, 1956). Any attempt to alienate that property by will was beyond her power and void, so reversioners (including the plaintiff) would succeed.

The Court found no legal error in the High Court’s partial decree and dismissed both appeals.

Holding and Implications

Both Civil Appeals 1742 and 1743 of 1969 are dismissed; no order as to costs.

Consequences: Banwarilal takes only such property as validly bequeathed under the wills—namely, the estate Govind Ram could lawfully pass and the half-share that vested in Smt Chhoti under Govind Ram’s will. Property in Schedules A and B derived from Jagannath devolves upon his reversionary heirs. The judgment affirms established principles on (i) the evidentiary burden to prove adoption and (ii) limits on a Hindu widow’s power to bequeath life-estate property, without creating new precedent.

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    Banwari Lal v. Tirlok Chand And Others

    A.D Koshal, J.— The facts giving rise to these two cross appeals by special leave may, with advantage, be stated with reference to the following pedigree-table:

    2. The litigation between the parties started with Suit 1912 of 1958 instituted by Tirlok Chand for partition of properties detailed in Schedules A, B and C forming part of the plaint. His case was that the property described in Schedule A had been acquired by his great-grandfather Chhitar Mal, that the property detailed in schedule B was jointly acquired by Salag Ram's sons Jagannath and Govind Ram, the two of whom constituted a joint Hindu family, and that the property specified in Schedule C had once belonged exclusively to Jagannath, son of Salag Ram and that it was from him that it had descended to his widow Smt Chhoti.

    3. Apart from Defendants 2 to 6 whose names appear in the pedigree-table, Banwari Lal [who is the appellant before us in Civil Appeal 1742(N) of 1969] was arrayed as Defendant 1 and he has been the real contesting defendant whose claim was based on his adoption by Govind Ram, grandson of Chhitar Mal and on two registered wills, both dated September 25, 1950, purporting to have been executed by Govind Ram and Smt Chhoti respectively. He claimed that the two testators had bequeathed their entire property to him, that the property covered by schedule A was acquired not by Chhitar Mal but by Salag Ram and that the one embraced by schedule C had been purchased by Smt Chhoti with her stridhana and was never the property of her husband Jagannath. He therefore claimed to be entitled to all the properties in suit exclusively for himself, it being common ground between the parties that those properties were the subject-matter of the two wills.

    4. The plaintiff denied the adoption set up by Defendant 1 and challenged the two wills as forgeries.

    5. The trial court and the first appellate court found that the property covered by Schedule A had been acquired not by Chhitar Mal but by his son Salag Ram. There was no contest in relation to the property embraced by Schedule B which was therefore treated to have been acquired jointly by Govind Ram and Jagannath as part of their joint Hindu family assets. In relation to the property detailed in Schedule C, the trial court held that it had been acquired by Jagannath but the finding was reversed by the first appellate court which found that the acquisition was made by Smt Chhoti with funds of her own, her husband Jagannath having no interest therein.

    6. On behalf of Defendant 1 no evidence was led to prove that he had been given or taken in adoption. The trial court therefore held that the adoption had not been proved. In the will of Govind Ram, however, there was a recital that Defendant 1 was his adopted son and this recital was considered by the first appellate Court to be sufficient to prove the adoption. Both the wills were held to be genuine and legally valid and the suit was therefore dismissed by the trial court and the first appellate court in toto.

    7. In second appeal the High Court upheld all the findings of fact arrived at by the first appellate court except the one relating to adoption. The High Court was of the opinion that the recital in the will of Govind Ram about Defendant 1 being his adopted son was not sufficient to prove the adoption which therefore was held not to have been established. It was further held by the High Court that a half share in the property specified in schedules A and B having descended from Jagannath to Smt Chhoti as a life-tenant only, she was not competent to will it away and that the plaintiff, along with other members of the family, was entitled to succeed to that half share.

    8. It was vehemently contended before the High Court that even if the wills be taken to be genuine, they would operate only if Defendant 1 was shown to have been validly adopted by Govind Ram because both Govind Ram and Smt Chhoti had described him as Govind Ram's adopted son and must therefore be presumed to have executed the wills in favour of Defendant 1 by reason of his being the adopted son of Govind Ram. The contention was repelled by the High Court (as it had also been by the trial court) on the ground that the mention of Defendant 1 as the adopted son of Govind Ram in each of the two wills had been made merely as a description of the devisee and not as a motivation for the execution of either will. Support was found for the view from Ranganathan Chettiar v. Periakaruppan AIR 1957 SC 815, 1953 SCR 214, 1953 SCJ 58.

    9. In the result the High Court accepted the appeal of the plaintiff in part, set aside the dismissal of the suit and remitted the case to the trial court for declaring the shares of the parties in the property which descended to Smt Chhoti from her husband, in the light of its (the High Court's) judgment and for partition of the property accordingly thereafter.

    10. Both the contesting parties feel aggrieved by the judgment of the High Court. While Defendant 1 claims in Civil Appeal 1742 of 1969 the entire property covered by Schedules A, B and C, the plaintiff has filed a cross appeal (Civil Appeal 1743 of 1969) seeking to defeat in toto the claim of Defendant 1.

    11. We have heard learned counsel for the parties at length. Insofar as the findings of fact are concerned they are not open to challenge before us. The first question which learned counsel for the plaintiffs has reopened before us is whether the two wills were rightly held to be operative in favour of Defendant 1 in spite of the fact that he was found not to have established his character as an adopted son which was the description given to him in both the wills. To this question also we think the High Court gave the correct answer. In this connection reference may be made to the relevant part of Govind Ram's will and the same is extracted below:

    “Shri Banwarilal is the adopted son and heir of the executant. Shrimati Chhoti is the widow of Jagannath Prasad, resident of Pilkhuwa, Pargana Dasna, Tahsil Ghaziabad. Both the persons live along with the executant and render all due service to the executant. Therefore, I make the following will: That after the death of the executant all my estate, moveable and immovable, with all other goods and household property along with Dharamshala 1/60 and one-storeyed Shop 1/57 bounded as given below shall be owned by Shrimati Chhoti widow of Jagannath Prasad, occupation shopkeeper, resident of Pilkhuwa, who shall have no right to sell the estate. She shall have the right to spend for the Dharamshala the income of Shop 1/57 connected with the Dharamshala. After the death of Smt Chhoti, Banwarilal, adopted son and heir of the executant, shall be the owner....”
    Interpreting this document and considering the surrounding circumstances of the case, the trial court found that the motive for the execution of the will was not merely the recognition by the testator of his relationship through adoption with the devisee but mainly the existence of feelings of love and affection for him. It was found as a fact that Banwarilal was living with Govind Ram and Smt Chhoti, that he had served them during their illness and that he was affectionately attached to them so that at the time when the wills were executed there was no one nearer or dearer to Govind Ram and Smt Chhoti than Banwarilal. In this view of the matter, the failure to establish the stated relationship is not decisive of the point under consideration, and as remarked by the High Court, it appears that the testator made the will not for the reason that he had in fact and lawfully adopted Banwarilal but for the reason that he treated Banwarilal as an adopted son and was moved really by the service which the latter had rendered to him. The relationship mentioned in the will was merely a description of the devisee as understood by the testator who executed the will in favour of the devisee not because of the relationship brought about by the adoption but by reason of feelings of affection which the devisee had earned by his association and assistance.

    12. The only other noticeable point raised on behalf of the plaintiff was that the will executed by Smt Chhoti must be held to be wholly inoperative insofar as properties detailed in Schedules A and B are concerned. There is no force in that contention either. One half of the properties mentioned in those two schedules had vested in Smt Chhoti under the will of Govind Ram which itself declared that Smt Chhoti would hold them merely as a life-tenant and that thereafter they would devolve on Defendant 1. In devising those properties to Defendant 1 Smt Chhoti did nothing more than carry out the behest of her own testator, which behest was good in law and would have been effective even if Smt Chhoti had made no will in favour of Defendant 1 in respect of the properties acquired by her under Govind Ram's will.

    13. On behalf of Defendant 1 the only submission made was that the two wills must be given effect to not only with regard to the properties received by Smt Chhoti from Govind Ram but also in respect of those which devolved on her as a successor to her husband Jagannath. This submission is also without substance. Jagannath died in 1940 when Smt Chhoti came into his property on the usual life-tenure without any right of alienation (except for necessity) or of devise. To the extent that she overstepped her rights in devising Jagannath's property the will transgressed the law and has been rightly held to be inoperative, the result being that her reversioners and not her devisee would succeed to Jagannath's share in the properties covered by Schedules A and B. The situation would certainly have been different if the adoption had been proved; for, in that case, Defendant 1 would have succeeded as the sole reversioner to the estate left by Smt Chhoti, being her husband's brother's son and therefore his nearest and sole heir. And that is why a contention was raised on behalf of Defendant 1 that a valid adoption had been proved and that the finding to the contrary arrived at by two of the courts below was unsupportable. Reference in this connection was made to the recital in the will executed by Govind Ram about Defendant 1 being the adopted son of the devisor and to the oral evidence of Raj Pal, DW 2 who attested that will and deposed that Defendant 1 had been adopted by the testator. These two pieces of evidence were considered by the trial court as well as the High Court, both of whom regarded the material as insufficient to hold that a valid adoption was proved. The finding in relation to the adoption is a finding of fact which we see no reason to interfere with in the circumstances of the case. The adoption is alleged to have taken place within about a decade immediately preceding the suit between the parties so that evidence of witnesses who were present at the actual adoption and had seen the “giving and taking” would normally have been available. However, no attempt was made to produce any such witness nor to explain why no such witness was forthcoming. Different considerations may have prevailed if proof of adoption was required to be submitted to court after a very long period of its having taken place, which is not the case here. The statement made by the testator in the will about the adoption is certainly a piece of admissible evidence as observed in Chandreshwar Prasad Narain Singh v. Bisheshwar Pratab Narain Singh AIR 1927 Pat 61 cited by learned counsel for Defendant 1 but there is no rule of law or prudence laying down the principle that such a statement must be regarded as conclusive, and this was also the view taken in that case. And the burden of proof of adoption was heavy on the defendant. In this connection we may refer to the following passage in Article 512 of Mulla's Hindu Law (14th Edn.):

    “But the evidence in support of an adoption must be sufficient to satisfy the very grave and serious onus that rests upon any person who seeks to displace the natural succession by alleging on adoption. That onus is particularly heavy where the adoption is made a long time after the date of the alleged authority to adopt....”
    It is true, as pointed out by Mulla in a later passage occurring in the same article that when there is a lapse of a very long period between the adoption and its being questioned, every allowance for the absence of evidence to prove the factum of adoption must be favourably entertained; but then that is not the situation here as we have already pointed out. We are therefore one with the High Court in holding that on the evidence adduced, Defendant 1 has not been successful in establishing the alleged adoption.

    14. In the result both the appeals fail and are dismissed with no order as to costs.

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    Comments

    Banwari Lal v. Tirlok Chand And Others
    (Oct 23, 1979)