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Smart Summary

Factual and Procedural Background

This opinion concerns a dispute over succession to an impartible estate called the Lachmipur Raj, situated in North-West Bengal in the district of Bhagalpur (with part extending into the Santhal Parganas). The central factual dispute was whether succession to the estate devolved upon the defendant, who alleged that he was the adopted son of the last owner, or upon the plaintiffs, two half-brothers who alternatively claimed entitlement under the rule of primogeniture established for the property. A third plaintiff participated as assignee for value of part of the claims.

Various factual points were raised about the fact and regularity of the adoption; those points were disposed of in favour of the defendant during the course of the litigation. The plaintiffs' principal contention was that a family or clan custom among the holders of the 84 gadis called the Chowrasi forbade inheritance by adoption and that succession to these gadis was governed wholly by custom (or at least that adoption had no place). The plaintiffs' pleadings initially described the claimants and the succession as governed by the Benares school (Mitakshara) of Hindu law but they later sought to amend the plaint to allege non-Hindu (Bhuiya) origin of the family and that the family had only adopted certain Hindu customs. That proposed amendment was refused by the Subordinate Judge and the refusal affirmed by the High Court.

A jurisdictional question under Regulation 3 of 1872 (relating to the Santhal Parganas) was raised and decided by the High Court against the plaintiffs, but their Lordships heard the case on its merits at the respondent's request and, having reached the same conclusion on the merits as the Courts below (that the plaintiffs failed to make out their case), deemed it unnecessary to determine the preliminary jurisdictional question further.

Legal Issues Presented

  1. Whether succession to the Lachmipur estate devolved upon the adopted son (the defendant) or upon the nearest collateral blood relation (the plaintiffs).
  2. Whether the succession to this estate was governed by Hindu law (specifically the Benares school / Mitakshara) or by a family or clan custom (Kalachar) which forbids and bars inheritance by adoption.
  3. Whether the family (the holders of the Chowrasi gadis) had become sufficiently Hindu in law to bring succession by adoption within Hindu law rather than be governed exclusively by prior family custom.
  4. Whether, as argued by appellants relying on Fanindra Deb Rainat v. Rajeswar Dass, the burden of proof should be placed on the defendant (to prove that family custom did not permit adoption) rather than upon the plaintiffs.
  5. Whether an ancient conversion (of at least 100 years' standing) could have the legal effect of abrogating earlier non-Hindu customary rules of succession.

Arguments of the Parties

Plaintiffs' Arguments

  • The plaintiffs asserted that the Lachmipur estate was one of the 84 gadis (Chowrasi) held by Surjabansi Rajputs and governed by a family or clan custom (Kalachar) which forbids and bars inheritance by adoption; therefore an adopted son could not succeed.
  • In their original plaint (18 September 1907) they described themselves as Hindus governed by the Benares school of Hindu law and alleged the estate was impartible and governed by the ordinary rule of lineal primogeniture (with a claimed minor preference for a junior son by a senior wife).
  • They later sought to amend the plaint to allege that the ancestors of the deceased belonged to the Bhuiya tribe and were originally non-Hindus who only adopted certain Hindu customs — an amendment intended to support the claim that pre-conversion customs (including non-admission of adoption) persisted and barred succession by adoption.
  • They contended that the Subordinate Judge improperly omitted consideration of the origin of the family and that both he and the High Court erred in placing the burden of proof upon the plaintiffs instead of upon the defendant (relying on Fanindra Deb Rainat v. Rajeswar Dass).

Defendant's / Respondent's Arguments

  • The defendant asserted that he was the lawfully adopted son of the last holder and that the fact and regularity of the adoption were established; these contentions were accepted in the trial court.
  • The defendant relied upon evidence of public and solemn acts of adoption and subsequent formal installation on the gadi (in 1902), and contemporaneous references to him in communal documents as "the adopted son Pratap Narayan Deo," as circumstances showing acceptance of adoption by the clan.
  • Implicitly, the defendant's position was that the clan had become sufficiently Hindu (had adopted Hindu law in general) so that succession by adoption was recognised, or at least that the plaintiffs had not proved a continuing clan custom forbidding adoption.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Fanindra Deb Rainat v. Rajeswar Dass (1885) 11 Cal 463 : 12 I.A. 72 : 4 Sar 610 (Privy Council) Established the correct enquiry as whether a family is governed by Hindu law or by family customs (rather than whether general Hindu law is modified by a family custom); illustrates that if family customs govern and exclude adoption, succession by adoption will not be recognised. The appellants relied on this decision to argue burden allocation and to challenge conclusions below. The Board treated the case as foundational for framing the proper question and addressed it in limine, applying its principle that the enquiry should determine whether the family had become Hindu in law or remained governed by distinct family custom.
Muhammad Ibraham Rowther v. Shaikh Ibrahim Rowther, AIR 1933 PC 59 Described the effect of Fanindra Deb Rainat: even if a family affected Hindu customs, the real question is whether the family is governed by Hindu law or by family customs not allowing adoption. The Board cited the statement in this case as confirming the principle from Fanindra Deb Rainat and used it to frame the inquiry for the present matter — whether the clan had become subject to Hindu law for inheritance or remained governed by custom excluding adoption.
Palaniappa Chettyar v. Alagan Chetti, AIR 1922 PC 228 Accepted that ancient conversions could lead to adoption of Hindu law in most respects while retaining some non-Hindu customs; used as authority that mass of tribes could have become Hinduised yet retain particular customs. The Board invoked this case to support the proposition that a conversion at least a century old could legitimately carry with it abrogation of earlier customary rules, thereby allowing Hindu succession rules (including adoption) to operate while recognising some survivals of old customs.

Court's Reasoning and Analysis

The court began by accepting, for the plaintiffs' benefit, the assumption that the family in question might be of Bhuiya (non-Hindu) origin, because that assumption was favourable to the appellants' case. The court then identified the legal framing required by earlier Privy Council authority (most directly Fanindra Deb Rainat): the enquiry is whether the family is governed by Hindu law (in which case adoption would be recognised) or by family customs that exclude adoption.

The court noted that both the Subordinate Judge and the High Court had decided against the plaintiffs on the merits. Although a jurisdictional point under Regulation 3 of 1872 was raised (and decided by the High Court against the plaintiffs), their Lordships proceeded to hear the merits because the respondent wished the matter so tried, and since the merits led to the same outcome they declined to further pursue the jurisdictional question.

Turning to evidence and pleadings, the court emphasised several key factual and procedural points that informed its conclusion:

  • The plaintiffs' own pleadings initially described themselves as Hindus governed by the Benares school of Hindu law and alleged the estate's succession was governed by a clan custom forbidding adoption. Later, by petition, they sought to amend the plaint to assert Bhuiya origin and limited adoption of Hindu customs; that amendment was refused by the Subordinate Judge and affirmed by the High Court — a refusal the Board agreed with.
  • The combination of the plaintiffs' original statements, the oral evidence presented, and judgments in earlier cases all supported the High Court's conclusion that the clan had adopted Hindu religion, social usages, and Hindu law regulating succession, albeit with some surviving non-Hindu usages.
  • The Board considered the appellants' contention that a pre-conversion customary law of succession could not be abrogated by conversion. The Board rejected this contention in the circumstances of this case because the conversion was ancient (at least 100 years old) and prior precedent (including Palaniappa Chettyar) accepted the possibility that ancient conversions might carry with them abrogation of earlier customs and the adoption of Hindu law in most respects.
  • Evidence of instances where adoption had actually occurred in the clan, and specifically the defendant's public and solemn adoption (installed on the gadi in 1902 and thereafter described in communal documents as "the adopted son"), weighed against the plaintiffs' assertion of an absolute custom barring succession by adoption. The fact that no early objection appears to have been raised at the time of the defendant's installation, and that later communal acts still referred to him as the adopted son, supported the finding that adoption had been accepted in practice.
  • Inconsistencies in the plaintiffs' case (for example, pleader assertions that succession followed lineal primogeniture while later advancing a broader clan-custom exclusion of adoption) weakened their position.

After considering these points and giving weight to the criticisms urged upon the Subordinate Judge's judgment, the Board concluded there was no reason to interfere with the concurrent factual findings of the lower courts. The Board therefore independently reached the same factual conclusion: the plaintiffs had failed to prove a clan custom barring succession by adoption and the family had become sufficiently Hindu in law that adoption and succession by adoption were recognised.

Holding and Implications

Holding: The appeal is DISMISSED. The Board recommended dismissal of the appeal with costs.

Implications:

  • Direct effect: The plaintiffs' claim to recover possession of the Lachmipur estate on the basis that adoption barred succession was rejected; the defendant's status as adopted son was accepted for succession purposes, and the concurrent findings of fact by the Subordinate Judge and the High Court stand.
  • The Court did not resolve the preliminary jurisdictional issue because the merits were dispositive; no further enquiry into jurisdiction was undertaken.
  • Broader legal consequence: The decision applies the existing principle (as articulated in Fanindra Deb Rainat and cited authorities) that the proper enquiry is whether a family is governed by Hindu law or by family customs excluding adoption. The opinion recognises previous authorities allowing that ancient conversions may result in the adoption of Hindu law in most respects while leaving survivals of older customs. The Board did not announce a new legal principle or departure from precedent; rather it applied established tests and precedent to the facts and affirmed the findings below.

    Sahdeo Narain Deo And Others v. Kusum Kumari

    Lord Phillimore :-

    The question to be decided in the case is whether the succes sion to an impartible estate, called the Lachmipur Raj, devolved upon the adopted son of the last owner, or upon his nearest collateral blood relation. The action was brought by two half-brothers, claiming in the alternative that one or other was en titled to succeed according to the rule of primogeniture established for this property (with a third plaintiff, the assignee, for value of part of their claims) to recover possession from the defendant, who alleged that he was the adopted son of the last holder. Various points were raised as to the fact and regularity of the adoption, but these were disposed of in the course of the case in favour of the defendant. The plaintiff's main case, however, was that there was "family or clan custom which forbids and bars inheritance by adoption," or, as counsel for the plaintiffs has invited their Lordships so look at the matter, that the succession to this estate is not regulat ed in any sense by Hindu law, but wholly by custom which custom has no place in it for adoption, or, alternately for the succes sion of an adopted son.

    The Lachmipur Raj, is situated in N. W. Bengal in the district of Bhagalpur, part of it extending into the Santhal Parganas. A point was raised in the case that by reason of Regulation 3 of 1872, relating to these Parganas, the Court of the Subordinate Judge at Bhagalpur had no jurisdiction to try it, even though the plaintiffs abandoned that part of their claim which related to the portion in the Santhal Parganas.

    This view was taken in the High Court, and, if it be correct, is at once fatal to the case of the plaintiffs. It seemed, however, to their Lordships not so plain, on first impression that this decision was correct, and counsel for the respondent desiring to have the matter tried upon the merits, their Lordships have heard the argument upon the merits without further discussion of the preliminary question of jurisdiction, and as upon the merits they have come to a conclusion, in accordance with that of both Courts below, that the plaintiffs have failed to make out their case, they do not deem it necessary to enquire further into the question of jurisdiction.

    The Lachmipur estate appears to be one of the several which are comprised under the term, the 84 gadis called Chowrasi - apparently a form of the vernacular word for 84. The holders of these gadis all claim to be Surjabansi Rajputs, and, as such high-caste Hindus. They differ, however, in some customs, social and otherwise, from ordinary high-caste Hindus, and it is now said of them by the plaintiffs that they are really descendants of an aboriginal tribe called Bhulyas, who have assimi lated the manners of Hindus for many generations, and, having had fictitious pedigrees made out for them by Brahmins now claim to be Rajputs. Certainly the bulk of the inhabitants in the district are Bhuiyas, and, though it is possible that these particular gadi holders may be lineal descendants of Rajput invaders and con querors, the High Court has proceeded on the footing that they are by descent Bhui yas. Their Lordships, without pronouncing upon the anthropological question, will assume, as the assumption is favourable to the plaintiffs, that this clan or collection of families, and in particular the family in which this estate has been held, are abori ginal Bhuiyas. The question then will be whether in matters of succession they have retained their aboriginal customs, or have adopted Hindu law, in whole or in part, and specifically whether by law or custom the succession of an adopted son is admitted.

    Upon this point the plaintiffs have the decision of both Courts in India against them, and if the point to be decided is to be regarded as a question of pure fact, this would in an ordinary case be enough to dispose of the appeal. But it is said that the Subordinate Judge disqualified himself from coming to a correct conclusion, because he omitted all consideration of the origin of the family, and that both he and the High Court erred in law in putting the burden upon the plaintiffs, whereas it ought to have been put, and put strongly, upon the defendant. This latter argument depends upon a consideration of the de cision of the Board in the case of Fanindra Deb Rainat v. Rajeswar Dass (1885) 11 Cal 463 : 12 IA 72 : 4 Sar 610 (PC) and as it is upon this case that the appeal is founded, it is desirable to deal with it in limine. It turned upon the question whether the custom of adoption and succession by adoption was admitted in a family of the Koch tribe, who had begun to designate themselves as Rajabansis, and for social purposes affected to be Hindus. This Board came to the conclusion that, though they affected to be Hindus, they were not gene rally governed by Hindu law, but had retained and were governed by family custom, which as regards some matters was at variance with the Hindu law; and this Board held that the High Court had been wrong in holding that the question was "whether the general Hindu law was modified by a family custom forbidding adoption," and that the real question was "whether with respect to inheritance the family is governed by Hindu law or by customs which did not allow an adopted son to inherit." Having thus stated the question, their Lordships came to a con clusion upon the evidence agreeing in this respect with the Judge of first instance, and disagreeing with the High Court, that without regarding the burden of proof, the facts showed that no succession by way of adoption was admissible. They summed up their judgment by saying :-

    "Whether, if the Baikunthpur family were shown to have become Hindus out and out saving only special customs, such evidence would be sufficient to prove a special custom and need not be discussed here. The family is in a totally different position and their Lordships have no hesi tation in holding that whatever Hindu customs may have been introduced into it, the custom of succession by adoption has not been introduced."

    The effect of this decision is stated in Muhammad Ibraham Rowther v. Shaikh Ibrahim Rowther AIR 1933 PC 59 where their Lordships express themselves as follows :-

    "The question at issue was whether in the family then under discussion there was a legal power to adopt. Had its members been Hindus they would have been governed by Hindu Law, and there would have been this power. But though they affected to be Hindus that in fact was not their status; the utmost that could be said was that, though, the family had introduced many Hindu customs, they in fact were governed by family customs. Of such a family it was manifestly appropriate to re mark that the question is not whether the general law is modified by a family custom forbidding adoption, but whether with res pect to inheritance the family is governed by Hindu law, or by customs which do not allow an adopted son to inherit."

    Upon the principle thus laid down, the proper enquiry is whether this family can be said to have become so far Hindu as to throw the burden of proof upon the plaintiffs, or whether, the opposite conclusion should be come to, which would throw the burden upon the defendant.

    A great mass of evidence was given in the case, mostly on the specific question of the custom of adoption, but, incidentally, with regard to the other customs of the family or clan of Chowrasi gadis. But before coming to this evidence their Lord ships would wish to begin at the beginning, and see the account which the plaintiffs, other than the assignee, give of themselves. Their plaint, filed on the 18ht September, 1907, said that either of the claimants was "a Hindu governed by the Benares school of Hindu law;" that the Lachmipur estate was an impartible Raj, the succession to which was governed by a family custom or Kalachar; that it was one of 84 gadis "own ed and possessed by Surjbansi Rajputs of the same clan" as the deceased, which went by the collective name of Chowrasi; and that among the holders of these gadis there was a "family or clannish custom which forbids and bars inheritance by adop tion and the succession to these gadis by blood relations cannot be defeated by adop tion." This allegation made in paragraph 5 is repeated in paragraph 11. It should be added that in paragraph 3, when dealing with the rights of a widow who came into the line of succession, she is said to have come into possession "with the limited rights of a Hindu widow succeeding to the property of her deceased husband under the Benares school of Hindu law."

    In accordance with this contention, the issue framed in respect of this matter was stated as follows :

    "Is the Lakshmipur Estate one of the alleged 84 gadis called Chowrasi, as stated in paragraph 5 of the plaint, and governed by a family or clan nish custom by which adoption is forbidden and which bars inheritance by adopted son ? Is such a custom valid ?"
    And upon that a large part of the evidence had been given when, on the 26th July, 1915, an application was made by a petition present ed on behalf of the plaintiffs of which the following passages are important :-

    "1. That the plaintiffs have within the last week come to know from a very autho ritative source that the ancestors of the late Thaknr Lalit Narain Deo were origi nally non-Hindus, and in course of time adopted only certain rules of Hindu law and called themselves Hindus

    "2. That this fact was never known to the plaintiffs herebefore until one of them was shown an extract from the report of the Settlement operations, Sonthal Paraganas, by H Mc Pherson, Esq., a true copy of which is annexed herewith.

    "3. That on account of the fact men tioned in paragraph 1 of this petition it is essentially necessary that the plaint should be amended at certain places which are more fully states below.

    "4. That the plaintiffs, therefore, pray that the following amendments may be made in the plaint, namely, that (1) in paragraph 1 the words 'who was a Hindu governed by the Benares School of Hindu Law,"
    after describing Thakur Lalit Narain Deo of Luchmipur, be omitted and struck off.

    "(a) In paragraph 3 the words under the Benares School of Hindu Law' all the end of the paragraph, be struck off.

    "(b) That after paragraph 1 the follow ing paragraph may be inserted and added as paragraph 1 (a) :-

    "That the ancestors of the said Thakur Lalit Mohan Deo belonged to a tribe called the Bhuiyas and were originally non-Hindus who in course of time adopted certain customs and practices in vogue amongst Hindus after they settled down in that part of the country where the Estate Lachmipur is situate."

    Then followed certain consequential alterations which were also said to be important. This petition was supported by an affidavit, out it is remarkable that the affidavit was only made by the as signee, and it may well be doubted whether any inducement would have led the origi nal claimants to commit themselves by oath to the statements in paragraph 1 of the petition. The application made in this petition was refused by the Subordi nate Judge, and his action was approved by the High Court, and, in their Lordships' view, rightly; and this puts the plaintiffs into a great difficulty. But the Judges in the High Court thought that nevertheless it was possible for the plaintiff's to go into the question of the origin of their commu nity, and, as already stated, they held that indications pointed to the holders of these gadis being as a group originally indige nous, and having, at some time not known accepted Hinduism. The High Court Judges place this acceptance somewhere near the beginning of the nineteenth century. At any rate there are many decisions which unquestionably proceed upon the footing that Hindu law, accord ing to the school of Benares - that is, the Mitakshara - was of general appli cation to these Chowrasi gadis. Their Lordships listened to an analysis of such of these cases as counsel for the appellants thought could be scrutinised usefully, and they see no reason to qualify the conclu sions of High Court.

    To sum up this part of the case, the com bination of the plaintiffs' own statement, the oral evidence and the judgments in former cases, is, in their Lordships' opin ion, sufficient to justify the conclusion of, the High Court that this clan, even sup posing its origin to be not Hindu, had adopted in general not only Hindu religion and Hindu social usages, but also the Hindu law regulating the succession of landed property, and this though, as the Judges held, "there were still some relies of non-Hinduism."

    It was suggested for the appellants that this conclusion was not enough, that if it could be proved that there was a custom ary law of succession before these people became converted to Hinduism, that cus tom could not be abrogated by conversion.

    Now this case does not deal with modern conversion, but with a conversion which is at least 100 years old, and the Indian Courts and this Board have with regard to these ancient conversions admitted the possibility that they might carry with them abrogation of former customs. Thus, in the case in 12 I. A. already cited (1) it was an accepted matter that the family was of non-Hindu origin, but their Lordships nevertheless embarked upon the enquiry whether they had become Hindus "out and out"; and in the recent judgment of this Board in Palaniappa Chettyar v. Alagan Chetti AIR 1922 PC 228 it was accepted as an explanation of the custom of Putrabhaga, according to which the sons of each wife formed a class, and the classes divided the inheritance, instead of the individual sons, that it was probably due to the Dravidian origin of the people in ques tion, who had retained some of their non-Hindu customs, though they had be come Hindus and were governed by general Hindu law. In that case authority was cited for considering a mass of tribes in Southern India as having become Hinduis ed and subject to the Law of the Smritis in most respects, though still adhering to par ticular customs.

    The High Court, therefore, was right in treating it as a thing possible in law that this clan on the assumption that it was originally non-Hindu, had become suffici ently Hindu to make succession by adop tion, even if non-existent in non-Hindu times, come in with the rest of Hindu law, though the custom of non-adoption might be a survival, as in Palniappa Chettyar v. Alagan Chetti AIR 1922 PC 228.

    The High Court, however, without ap plying any principle as to the burden of proof, leaving that question open, came to a decision unfavourable to the appellants, and, after giving due weight to the criticism of the judgment of the Subordinate Judge, which counsel for the appellants has ad ministered, their Lordships see no reason why the two judgments should not be treated as concurrent findings of fact, or why they should not stand. But as the case is important, they will go with some detail into the reasons which lead them independently to the same conclusion.

    It is said for the appellants that there were a great number of oases where, if adoption had been the custom, it would have taken place, and they support this argument by saying that weight was given to a similar argument in 12 I. A. There is force in this contention, though there are counter-observations to be made. But in the case in 12 I. A. there was no single instance of adoption carrying succession whereas in the case now before the Board there were certainly some instances, though not very many, proved. And more remark able still, the defendant was adopted with much publicity and solemnity as far back as 1885, and was installed on the gadi with considerable pomp in February 1902, and no protect or objection appears to have been raised. Moreover, later on he was with almost equal solemnity outcast ed, in February, 1907, because he consorted with another outcaste, and in the document recording his sentence he is described every time his name is mentioned as "the adopted son Pratap Narayan Deo." This document is signed by nearly all the great men of the clan. After this, it is not altogether surprising that the vary eminent counsel who appeared for the appellants in the High Court felt himself, as it were, driven from his other arguments and took up the posi tion that adoption might indeed be per missible, but that succession to the estate did not follow from the adoption. It was open to him to take this point without abandoning his other contentions, but the position would be so unusual, and so con trary to Hindu ideas, that if the appellants were driven to this, their chance of success was small. It was argued that there was here a plain departure from Hindu Law inasmuch as the estate, instead of descend ing to all the sons of a previous holder, was impartible. It is true that an estate only becomes impartible by custom, and that the custom has in each ease to be proved. But it is a custom which is usual ly found to exist where the estate belongs to a King or independent Chief, or even a semi-dependent Chief of sufficient import ance. The prince to use a neutral term regards the whole estate which his pre decessor had as necessary for the support of his dignity or gadi, and ha takes it of his princely power and keeps it, giving appan ages or maintenance to the junior members of the family. The custom of impartibility in such a case affords no indicate whereby to determine that a family does not follow Hindu law as a whole. Regulation 10, of 1800, points to the frequency of this custom among Hindus in parts of Bengal.

    It was further urged that where estates are impartible they usually descend to the nearest of kin and no a in lineal primogeni ture, and that here again was a departure from Hindu usage. This was disputed, and their Lordships were not invited to make any profound search into the ques tion. Again, however, the case originally made by the plaintiffs appears to get in the way of and trip up their later argu ments, for in the plaint (paragraph 2) it is stated that the family custom is "governed by the ordinary rule of lineal primogeni ture," the only departure suggested being that a junior son by a senior wife is pre ferred; and this latter assertion was held not to be proved.

    Upon the whole, their Lordships, after giving full attention to the very interesting argument of counsel for the appellants, have come to the conclusion that there is no reason to Interfere with the decision arrived at in the Courts below, and they will humbly recommend His Majesty that this appeal should be dismissed with costs.

    Appeal dismissed.

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    Comments

    Sahdeo Narain Deo And Others v. Kusum Kumari
    (Dec 4, 1922)