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Smart Summary

Factual and Procedural Background

The respondents (original plaintiffs) filed Probate Suit No. 26 of 1973 before the Second Additional District Judge, Varanasi, seeking probate of a Will dated 3-10-1972 allegedly executed by Smt. Bhullan Devi in their favour with respect to a house property. The appellants, who are close agnates of the testatrix’s deceased husband Ram Lal, contested the suit.

The trial court dismissed the probate suit, holding the Will not to be genuine. The respondents challenged that decision in First Appeal No. 171 of 1975 before the Allahabad High Court. A learned Single Judge re-appreciated the entire oral and documentary evidence, reversed the trial court’s findings, declared the Will genuine and valid, and granted probate. The present appeal before the Supreme Court was filed by the unsuccessful defendants (now appellants) against that appellate decree.

Legal Issues Presented

  1. Whether the Will dated 3-10-1972 propounded by the respondents was duly and validly executed by Smt. Bhullan Devi while in a sound and disposing state of mind.
  2. Whether the Allahabad High Court, while exercising its first appellate jurisdiction, correctly re-appreciated the evidence and set aside the trial court’s finding that suspicious circumstances rendered the Will invalid.

Arguments of the Parties

Appellants' Arguments

  • The beneficiaries belong to a different caste, and the recital that they cared for the testatrix is false.
  • At the time of execution the testatrix was very old, weak, hard of hearing, and not in a disposing state of mind.
  • No plausible reason existed for preferring strangers over close agnates such as the appellants.
  • The respondents allegedly removed blank papers and forged the Will while the appellants were away from the village.
  • The testatrix was literate and normally signed documents, yet the Will bears thumb impressions that are not hers.

Respondents' Arguments

  • The testatrix and the respondents’ family shared a long-standing relationship; the father-in-law of the respondents had even gifted the land on which the disputed house was built.
  • The appellants and their family members had been indifferent to the testatrix, whereas the respondents looked after her as neighbours and family friends.
  • Documentary evidence showed that after her husband’s death the testatrix managed her affairs independently, executed a waqf deed, and had earlier affixed her thumb impression on documents, explaining the absence of a signature on the Will.
  • An attesting witness (PW-1) and the scribe (PW-2) gave direct evidence of due execution and testamentary capacity.

Table of Precedents Cited

No precedents were cited in the provided opinion.

Court's Reasoning and Analysis

The Supreme Court examined both the trial court and High Court judgments along with the record. It concluded that the High Court had acted within its appellate powers in re-evaluating oral testimony.

  • Thumb impression: The Court accepted the High Court’s view that it is not unusual for an elderly person to prefer a thumb mark; moreover, the testatrix had earlier executed a waqf deed in the same manner.
  • Caste difference and exclusion of agnates: Evidence showed the beneficiaries had cared for the testatrix, while the appellants had not; hence caste difference alone could not raise suspicion.
  • Relationship history: Findings that the site of the house had been gifted by the respondents’ family and that the testatrix lived separately from agnates supported the rationale for the bequest.
  • Credibility of witnesses: The High Court was entitled to—and did—believe the attesting witness and the scribe; no perversity was shown in that appreciation.
  • Suspicious circumstances: Each circumstance raised by the appellants was satisfactorily dispelled; thus, the Will was held genuine and valid.

Finding no legal error, the Supreme Court agreed with the High Court and refused to disturb its conclusions.

Holding and Implications

Appeal Dismissed. The High Court’s decree granting probate to the respondents is affirmed; no order as to costs.

Implications: The decision leaves the parties’ rights settled in favour of the respondents and confirms that an appellate court may fully re-appreciate evidence in probate matters. The judgment turns on factual evaluation rather than announcing any new legal principle.

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    Misri Lal (Dead) By Lrs. And Another v. Daulati Devi (Smt) And Another

    K. Venkataswami, J.— The legal representatives of the first defendant and the second defendant in Probate Suit No. 26 of 1973 on the file of the Second Additional District Judge, Varanasi, are the appellants in this appeal. The respondents herein had filed the said suit on the basis of a Will dated 3-10-1972 alleged to have been executed by one Smt Bhullan Devi in their favour. The property in dispute is a house property.

    2. Indisputably, the appellants herein are the close agnates of the deceased Bhullan Devi's husband Ram Lal. Likewise the respondents herein belong to a different caste. That appears to be the sheet-anchor of the appellants' case for attacking the genuineness of the Will in dispute.

    3. Broadly put the objections raised by the appellants before the trial court for granting probate were: (a) that the beneficiaries (respondents herein) belong to a different caste and that the recital in the Will that the beneficiaries were looking after the needs of the testatrix were absolutely false and were without any foundation; (b) that the testatrix at the time of her death, namely, 3-10-1972, was very old, weak and hard of hearing and was not at all in a disposing state of mind; (c) that there were no good reasons for ignoring the appellants and selecting the respondents to bequeath the suit house; (d) that the appellants and the family members were looking after the needs of the testatrix and the respondents taking advantage of their absence from the village at the time of death of the testatrix, removed some blank papers and other deeds from the testatrix's house and using the same forged the Will in question; and (e) that the testatrix was a literate person and she used to sign papers, but the Will in question bears thumb marks which were not the thumb marks of the testatrix.

    4. In support of their application for probate, the respondents (applicants before the trial court) inter alia examined one attesting witness (PW 1) and the scribe (PW 2). The evidence let in on the side of the respondents through PWs 1 and 2 and their own to support the pleadings for grant of probate was to the effect that the father-in-law of the respondents by name Mahabir was a close friend and co-worker of Bhullan Devi's husband in the Railways. The said Mahabir had given to him free of cost the land on which the suit house was constructed by the husband of Bhullan Devi. The husband of Bhullan Devi died in the year 1950. Thereafter, the relationship between Bhullan Devi and the families of the appellants was anything but cordial. Bhullan Devi was not looked after by her relations and the respondents being their neighbours and old family friends looked after Bhullan Devi's comforts as if she was their mother-in-law. It is also brought on record by evidence that on the death of Ram Lal, Bhullan Devi's husband, the father of the defendants (grandfather of Appellants 1, 2 and 3 and father of Appellant 4) moved the court for obtaining succession certificate claiming to be the sole heir to succeed to the estate of Ram Lal, but on objection he withdrew the case. It is also on record that Bhullan Devi issued a public notice claiming to be the sole heir to her deceased husband. In that capacity she has executed a waqf deed in respect of some property and also alienated another property. Those alienations were not questioned by the appellants herein. The attesting witness and the scribe as PWs 1 and 2 have also clearly spoken about the true and valid execution of the Will as well as to the sound and disposing state of mind of the testatrix at the time of the execution of the Will. It was also brought on record by evidence that Bhullan Devi, the testatrix, while executing the waqf deed had not signed but put her thumb impression.

    5. The appellants in support of the objections as set out above have also led in oral evidence. The trial court framed three issues on the basis of the pleadings and considered the merits in the light of the pleadings, oral and documentary evidence and held that the Will was not validly executed and the respondents (applicants) were not successful in clearing the suspicious circumstances surrounding the execution of the Will. In coming to that conclusion the trial court seems to have been influenced by the fact that the applicants before it belonged to a different caste and there were no good reasons for ignoring the close relatives like the appellants. The trial court also was not prepared to accept the evidence of the scribe and the attesting witness.

    6. Consequently, the trial court dismissed the probate suit filed by the respondents herein.

    7. Aggrieved by the judgment of the trial court, the respondents preferred First Appeal No. 171 of 1975 in the High Court of Judicature at Allahabad.

    8. The learned Single Judge by his judgment dated 12-4-1978 on a proper analysis of the evidence, oral and documentary, disagreeing with the findings of the trial court, found that the Will in question was genuine and the same was validly executed and the respondents herein were entitled to the probate prayed for in the trial court. Accordingly, he allowed the appeal.

    9. Before us, Mr Pramod Swarup, the learned counsel appearing for the appellants, reiterated the same objections raised before the trial court.

    10. After going through the judgments of the trial court and the appellate court as well as the oral and documentary evidence placed before us, we are of the view that the High Court has not exceeded its appellate jurisdiction in reappreciating the oral evidence to upset the findings of the trial court. The learned Judge while dealing with the objection regarding the thumb impression has stated that it is not unnatural for an old person to prefer to put thumb mark instead of signature. In addition to that as we noticed earlier, the testatrix herself in executing the waqf deed in respect of other property has conveyed the title by affixing her thumb impression only. Therefore, the doubt regarding execution of the Will on the basis of thumb impression has been rightly overruled by the High Court.

    11. Likewise, the objection that the beneficiaries belonged to a different caste and the testatrix would not have preferred them was also rightly answered by the learned Judge on the basis of the evidence. That is, they as neighbours looked after the comforts of the testatrix at the time of need and the appellants and their family members never looked after the testatrix. It is also found by the learned Judge that even during the lifetime of the testatrix's husband they were living separately, away from their relatives and after the death of her husband she was living alone and managing her own affairs without the aid or support of any of their relatives. It was also found by the learned Judge on appreciation of evidence that the site on which the suit house was constructed was given by the father-in-law of the beneficiaries free of cost and that could have been one of the reasons for preferring them. Further we have noticed earlier the legal proceedings between the testatrix and the appellants' family members. As noticed earlier, the trial court disbelieved the evidence of PWs 1 and 2, the attesting witness and the scribe. The High Court, however, on reappreciation of evidence which is within its domain has believed them and found the execution of the Will as true, valid and that the testatrix was in a sound disposing state of mind. The alleged suspicious circumstances pleaded by the appellants did not find favour with the High Court.

    12. We find that the High Court has not exceeded its limit in reappreciating the evidence and consequently reversing the findings of the trial court to uphold the validity and genuineness of the Will. We agree with the findings of the High Court.

    13. In the result, the appeal fails and the same is dismissed with no order as to costs.

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    Misri Lal (Dead) By Lrs. And Another v. Daulati Devi (Smt) And Another
    (Jul 31, 1997)