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  • provisions of section 111 of the Indian Succession Act (X of 1865)
  • provisions of section 111 of the Indian Succession Act
  • Hindu Wills Act (XXI of 1870).
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  • provisions of section 111 of the Indian Succession Act (X of 1865)
  • provisions of section 111 of the Indian Succession Act
  • Hindu Wills Act (XXI of 1870).
Smart Summary

Factual and Procedural Background

This is an appeal from a judgment and decree of the High Court of Calcutta in a suit concerning the will of Herumbo Nath Ghose (d. 10 November 1907). The will (dated 26 June 1898) appointed his wife Paritoshini Dasi sole executrix and authorised her to adopt up to five sons in succession; if the widow died without adopting a son, or if an adopted son predeceased her without leaving male issue, the estate after the widow's death was to pass to the sons of the testator's sister, Benodini Dasi.

On Herumbo's death the widow obtained probate and held the estate. She is alleged to have adopted an infant, Hem Chunder Dey, in August 1909; the child died on 11 March 1910 and the widow died shortly afterwards. A suit was instituted 30 March 1910 by Kissory Moni Dasi (the adoptive mother of Herumbo) seeking a declaration that the devise to Benodini's sons had failed and that the estate devolved on her; after several substitutions of parties (including Trailokya Nath Ghose and subsequently his representatives) the present appellants represent Trailokya's estate. The respondents denied the adoption, but that issue was not tried; both Indian Courts proceeded on the assumption that the adoption had been duly made and held that because the adopted son died without male issue and the widow then died, the bequest to Benodini's sons took effect and the suit was dismissed. The appeal challenges that construction on two grounds (see next section).

Legal Issues Presented

  1. Whether, upon the widow's adoption of the infant, the estate vested in the adopted son as full owner under Hindu law and thus on his death passed to his heirs, defeating the executary devise in favour of the respondents.
  2. Whether the bequest to the sons of Benodini is void under section 111 of the Indian Succession Act (as made applicable to Hindus by the Hindu Wills Act), because a legacy contingent on an uncertain event with no time stated cannot take effect unless the event happens before the fund is payable or distributable.

Arguments of the Parties

Appellants' Arguments

  • On adoption the infant became full owner as son under Hindu inheritance law; on his death the property devolved on his heirs, so the executary devise to Benodini's sons failed.
  • The bequest to Benodini's sons is void under section 111 of the Indian Succession Act (as applied to Hindus by the Hindu Wills Act).

Respondents' Arguments

  • The respondents denied that the widow's adoption of the infant took place; this factual denial was not tried by the courts.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Edwards v. Edwards [1852] 15 Beav. 357 = 16 Jur. 259 = 21 L. J. Ch. 324 = 92 R. R. 464. The rule of construction concerning legacies given upon the happening of a specified uncertain event and the timing requirement for such events to occur (as embodied in section 111 of the Indian Succession Act). The Court noted section 111 embodies the rule from Edwards v. Edwards but that later English decisions have modified it; the Indian Act gives it statutory force, yet it should be applied only to cases strictly within its scope. On the facts the event was the widow's death (a specified time), so section 111 did not invalidate the bequest to Benodini's sons.

Court's Reasoning and Analysis

The court first observed the will did not infringe Hindu testamentary limitations and that the testator legitimately empowered his widow to adopt sons to secure performance of funeral/religious rites. By constituting the widow executrix and authorising up to five successive adoptions, the testator made clear his intention that the adopted son (or his male issue) who survived the widow should effectuate that purpose.

The court reasoned that (i) had the widow been merely authorised to adopt without being made executrix she would have had only a widow's interest which might be divested on adoption; (ii) the will's language shows an intention that the estate remain in the widow during her life until a son who could fulfill the testator's object survived her or left male issue; (iii) the power to adopt was to continue while the widow lived and until the testator's directions were carried out, so the estate could pass only after the widow's death to a surviving adopted son or his male issue.

Applying those principles to the facts, the adopted infant died in the widow's lifetime unmarried and without issue, and the widow died shortly thereafter without being able to make further adoptions; accordingly the contingent gift over to the sons of Benodini took effect on the widow's death.

Addressing section 111 of the Indian Succession Act, the court explained that section embodies the Edwards rule but is to be applied narrowly. In this case the contingency was expressly the widow's death (a specified event/time), so section 111 did not render the bequest void.

Holding and Implications

APPEAL DISMISSED

Direct effect: The courts below were correct; because the adopted child died without male issue and the widow then died, the bequest to the sons of Benodini took effect and the estate passed to them. The opinion holds section 111 does not invalidate that gift. The opinion does not set out any broader rule beyond applying established principles and limiting the scope of section 111 to cases within its terms.

    Bhupendra Krishna Ghose And Another v. Amarendra Nath Dey And Another

    Mr. Ameer Ali :

    This is an appeal from a judgment and decree of the High Court of Calcutta pronounced in a suit which relates to the will of one Herumbo Nath Ghose, a Hindu inhabitant of the town of Calcutta, subject to the Dayabhaga School, who died on the 10th of November 1907.

    The material portion of the will, which bears date the 26th June 1898, is in the following terms :-

    "This is the last will and testament of me Herumbo Nath Ghose of No. 45, Pathuriaghat Street, Calcutta, son of Girindra Chunder Ghose, deceased Zamindar. I revoke all prior testamentary writings and appoint my wife Srimati Paritoshini Dasi to be the sole executrix of this my will. I hereby authorize my said wife to adopt Dattaka patra. In case of death of an adopted son my said wife shall adopt one after another five sons in succession. If my said wife dies without adopting a son, or if such adopted son predeceases her without leaving any male issue in such case my estate after the death of my said wife shall pass to the sons of my sister, Srimati Benodini Dasi who may be living at the time of my death."

    On the testator's death his widow Paritoshini Dasi applied for and obtained probate of the will. The estate of Herumba accordingly vested in her as his legal representative and remained in her possession until her death three years later. It is alleged that in August 1909 she, in pursuance of the authority given to her by her deceased husband, adopted an infant of the name of Hem Chunder Dey. This child died on the 11th of March 1910 which was followed by the death of Paritoshini herself shortly after.

    The present suit was instituted on the 30th of March 1910 by Kissory Moni Dasi, the adoptive mother of Herumbo, against the two sons of Benodini Dasi, his sister, for a declaration that in the events that had happened the devise to them had failed, and that the testator's estate had devolved on her. Kissory Moni died in September following whereupon one Trailokya Nath Ghose, who alleged himself to be the next reversioner of the infant Hem was substituted in her place. Trailokya has died since the trial; and the present appellants are his sons and widow who represent him as his executor and executrix respectively. The fact of the adoption by Paritoshini of the infant Hem was denied by the respondents, but the question has not been tried. Both the Courts in India have dealt with the case on the assumption that the adoption was duly made as alleged by the plaintiff; and, on the construction of the will, have held that as the adopted son died without leaving male issue, on the death of the widow, the bequest to the sons of Benodini took effect and they accordingly dismissed the suit.

    The judgment of the High Court is challenged on two grounds : firstly it is urged that on the adoption of the infant the estate vested in him as full owner by virtue of the Hindu Law of inheritance, that he took it in his capacity of son and not as devisee under the will, and on his death the property devolved on his heirs. Consequently, it is contended, the executary devise in favour of the respondents failed completely. Secondly, it is contended that it fails also under the provisions of section 111 of the Indian Succession Act (X of 1865) which has been made applicable to Hindus by the Hindu Wills Act (XXI of 1870).

    It is to be observed that the will in this case does not infringe the rules which lay down the limitations on the testamentary powers of a Hindu. The bequest is to persons who were in existence at the time of the testator's death, and he does not create any estate unknown to Hindu law. Before proceeding to examine the will in order to discover the intention of the testator, their Lordship desire to make one further observation, viz., that under the Dayabhaga, the testator has not only the power of authorising his widow to adopt a son to him, and in case of the death of such adopted son, to make other adoptions, in order to ensure the performance of those religious riteson which depend his salvation in after life, but he can attach to such authority a direction that her estate should not be interfered with or divested during her life, just as he can postpone the succession of his natural-born son by interposing a life estate.

    In the present case had the testator given to the widow a power to adopt without constituting her his executrix, she would have taken merely a widow's interest which would have become divested on her adopting a son. It is clear, however, from the language of the will that the testator was anxious that there being no natural-born son, a son should be adopted who and whose male issue should duly perform those religious rites which are considered essential in the Hindu system for the salvation of the deceased. With this object he empowered her to make five successive adoptions and constituted her as his executrix to give effect to his wishes. If the first son so adopted died in her lifetime without leaving male issue, she had the power to adopt a second; or a third, fourth, or fifth, in case the second, third, or fourth also died without leaving male issue. Thus the power to adopt confided to the widow could not be exhausted so long as she was alive and until the directions of the testator had been fully carried out. It is obvious that the estate could pass only to the son who survived her, or, in case of his death in her lifetime, to his male issue, if he left any. Otherwise the whole object with which the power was given to the widow for making the adoptions would be defeated. The estate was in the widow during her life; the gift over is expressly declared to take effect after her decease in case of the failure of the adoptions without securing the object the testator had in view. Their Lordships conceive that mere statement of the purpose of the testator which is apparent on the face of the will and of the consequences resulting from the contention advanced on behalf of the appellants, is sufficient to show its fallacy.

    The infant who was adopted by the widow died in her lifetime unmarried and without leaving any issue, and as she died a few days later she was unable to give further effect to the wishes of her deceased husband. On her death, therefore, the gift to the sons of Benodini, the testator's sister named in the will took effect, and the estate passed to them. But it has been strenuously contended that under the provisions of section 111 of the Indian Succession Act the bequest to them is void. That section runs as follows :-

    "Where a legacy is given if a specified uncertain event shall happen, and no time is mentioned in the will for the occurrence of that event, the legacy cannot take effect unless such event happens before the period when the fund bequeathed is payable or distributable."

    Section 111 embodies the rule enunciated in Edwards v. Edwards [1852] 15 Beav. 357 = 16 Jur. 259 = 21 L. J. Ch. 324 = 92 R. R. 464. The rule of construction laid down in that case has been considerably modified by later English decisions. The Indian Act, however, has given it statutory force. Even in India as regards Hindus, its application is confined to special tracts such as the territories subject to the Lieutenant-Governor of Bengal and the Presidency towns of Bombay and Madras. Their Lordships think that it should be applied only to cases strictly coming within its scope. In the present case the event on the occurrence of which the distribution was to take place is distinctly mentioned as being the death of the widow. That being so, the gift to the nephews is not affected by section 111 and must take effect.

    Their Lordships are of opinion that the judgments of the Courts in India are correct and that this appeal should be dismissed with costs, and they will humbly advise. His Majesty accordingly.

    Appeal dismissed.

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    Bhupendra Krishna Ghose And Another v. Amarendra Nath Dey And Another
    (Nov 15, 1915)