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  • provisions of section 242 of the Indian Succession
  • section 283(1)(c), Indian Succession Act, 1925,
  • Indian Succession Act.
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citation codes
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  • provisions of section 242 of the Indian Succession
  • section 283(1)(c), Indian Succession Act, 1925,
  • Indian Succession Act.
Smart Summary

Structured Summary of the Opinion

Factual and Procedural Background

This is an application by Mr. R.S. Sinha (an advocate of the Court) to prove the Will of Mrs. Elsie Augusta Black in common form. The Will was allegedly executed on 12 December 1937 and the testatrix died on 29 December 1937. The Will names Mr. Sinha and Miss Salena Hector as executor and executrix. Miss Salena Hector objected to the application for probate in common form and entered a caveat.

The estate proved to be insolvent: litigation over a legacy that the testatrix expected from her sister resulted in the testatrix receiving Rs. 2,051-2-5 instead of a much larger sum. Some debts mentioned in the Will exceed the available funds. Mr. Sinha is said to be a creditor to the extent of Rs. 4,000; Miss Salena Hector is said to be a creditor to the extent of Rs. 750 plus interest (about Rs. 1,100). Miss Hector contends the Rs. 4,000 debt claimed by Mr. Sinha may not be genuine and that granting probate to Mr. Sinha would prejudice her recovery as a creditor.

The Executor (Mr. Sinha) raised a preliminary point that Miss Hector, being named executrix, had no right to oppose the probate and that she is not a person "interested" in the estate so as to be entitled to oppose probate. Counsel for Miss Hector (Mr. Kazimi) argued she could oppose probate as a creditor. Counsel for Mr. Sinha (Mr. K.K. Banarji) maintained Miss Hector had no such right.

Legal Issues Presented

  1. Whether a mere creditor of the deceased has such an "interest in the estate" as to entitle the creditor to oppose the grant of probate (in particular, probate in common form).
  2. Whether a person who is named as an executrix in a Will (Miss Salena Hector) can oppose the probate proceedings in her capacity as executrix.
  3. Whether, given the particular facts (insolvency of the estate, the testatrix's ill health at the time of making the Will, and the naming of creditors as executors), probate should be granted in common form or the Will should be required to be proved after investigation.

Arguments of the Parties

Mr. R.S. Sinha (Applicant / Executor) — as represented by Mr. K.K. Banarji

  • Preliminary point: Miss Salena Hector, although named as executrix, has no right to oppose the probate proceedings because an executrix's role is to propound the Will rather than oppose its probate.
  • Mr. Sinha (or his counsel) maintains that Miss Hector has no right whatsoever to oppose the proceedings on the grounds advanced.

Miss Salena Hector (Objector) — as represented by Mr. Kazimi

  • Miss Hector objected to the grant of probate in common form and entered a caveat to that effect.
  • She asserts she has a right to oppose probate as a creditor of the estate (claimed amount about Rs. 1,100 including interest).
  • She alleges the debt of Rs. 4,000 claimed by Mr. Sinha may not be genuine and that if Mr. Sinha obtains probate, he will acknowledge a debt and share rateably with other creditors, thereby diminishing her recovery.
  • She also argued (through counsel) that mention of debts in the Will might operate prejudicially (e.g., as acknowledgments) and affect limitation or the ability to challenge those debts — an argument the Court addresses in the analysis.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Menzies v. Pulbrook and Ker (English) Established English principle that a mere creditor of the estate has no right to oppose the grant of probate because a creditor has no proprietary interest in the deceased's estate. The Court described this as settled English law and found it helpful by analogy when construing the Indian Succession Act; it used the case as persuasive authority supporting the proposition that a creditor ordinarily lacks the interest necessary to oppose probate.
Rahamtullah Sahib v. Rama Rau Held that a defendant seeking to contest a Will must show he has some interest in the testator's estate; being a legatee or a creditor alone does not constitute such an interest. Menzies was cited with approval. The Court treated this decision as following Menzies and as persuasive authority in India that a simple creditor or legatee does not have the interest required to oppose probate.
Desputty Singh, In the matter of the Petition of (Calcutta High Court) Held that the creditors of the heir or next of kin of a testator are not persons interested in the testator's estate for the purpose of opposing probate. The Court noted this decision and that it was expressly approved by the Privy Council; it used this line of authorities in evaluating broader categories of persons who might claim an interest.
Nilmoni Singh Deo v. Umanath Mookerjee (Privy Council) Approved Desputty Singh and contained observations expressing doubts whether an attaching creditor can oppose the grant of probate except possibly where probate was obtained in fraud of creditors. The Court relied on the Privy Council's approval of Desputty Singh and discussed the Privy Council's cautious observation about attaching creditors, concluding that the Privy Council did not decisively establish an exception for attaching creditors.
Kishen Dai v. Satyendra Nath Dutt (Calcutta High Court) Held that a creditor of a testator's heir could object to probate if the Will had been set up for the purpose of defrauding creditors. The Court observed this decision but found it difficult to reconcile with Desputty Singh and the Privy Council's cautious observations; the Court declined to adopt the broader view suggested in Kishen Dai without clearer authority.
Jammi Hanumantha Rao v. Aratta (Aratla) Letchamma Indicated that a person entitled to any portion of the estate or to maintenance has an interest enabling objection to probate; contained an observation that creditors might oppose probate if probate proceedings are fraudulent. The Court noted the case but observed that the judges in that case cited no authority for the exception and that no such exception has been recognized in English law; the Court treated the observation as not establishing a general rule.
Ma E Me v. Ma E (Lower Burma Chief Court) Expressed a view similar to Jammi Hanumantha Rao suggesting creditors might have a right to object where fraud is alleged; the observation was general and not strictly necessary for the decision. The Court cited it as another authority expressing a general observation but treated such observations as non-decisive for the present questions.
Bhobosoonduri Debee, In the matter of the Petition of (Field, J.) Field, J. stated the test of sufficient interest: a person has sufficient interest who can show he is entitled to maintain a suit in respect of the property over which the probate would have effect under section 242 of the Indian Succession Act. The Court (both Harries, C.J. and Fazl Ali, J.) agreed with Field, J.'s test and applied it to hold that a simple creditor, who can only maintain a suit to recover money and not a suit in respect of the property, ordinarily cannot object to the grant of probate.

Court's Reasoning and Analysis

The Court began by identifying the relevant statutory framing: section 283(1)(c) of the Indian Succession Act, 1925, which requires citation to persons "claiming to have any interest in the estate" and allows persons having such interest to oppose the grant of probate. The controlling legal question is whether the alleged creditor (Miss Salena Hector) possesses the sort of "interest in the estate" that entitles her to oppose probate.

The Court considered English authorities, particularly Menzies v. Pulbrook and Ker, which holds that a mere creditor has no right in England to oppose the grant of probate because a creditor's right is to be paid out of the estate whether or not there is a Will; consequently a creditor does not have the kind of proprietary interest that would permit opposition to probate. The Court regarded these English authorities as helpful by analogy though the Indian Succession Act must be construed on its own terms.

The Court reviewed Indian decisions following or distinguishing the English approach:

  • Rahamtullah Sahib v. Rama Rau: followed Menzies and held that being a legatee or a creditor does not by itself constitute an interest to contest a Will.
  • Desputty Singh (Calcutta HC), approved by the Privy Council in Nilmoni Singh Deo v. Umanath Mookerjee, held that creditors of heirs or next of kin are not persons interested in the deceased's estate.
  • Kishen Dai v. Satyendra Nath Dutt took a different view that a creditor of an heir could object to probate if the Will was put forward to defraud creditors; the Court found this difficult to reconcile with the earlier line of authority and with the Privy Council's cautious language.

The Court examined observations in Nilmoni Singh Deo (Privy Council) and in Jammi Hanumantha Rao suggesting that an attaching creditor or a creditor in cases of fraud might be able to oppose probate. The Court emphasized that the Privy Council did not decisively establish such an exception and that English law made no such exception for creditors. The Court stressed that a creditor's rights normally take precedence over beneficiaries whether the estate is administered under a Will or on intestacy: the creditor is paid before beneficiaries take.

Addressing Miss Hector's specific contentions, the Court considered the argument that mentioning debts in the Will would amount to acknowledgments preventing challenge or affecting limitation. The Court rejected that consequence: mentioning debts in the Will does not, by itself, prove their existence or bar appropriate challenges; probate would not establish those debts as valid and it would be open to the executor to show non-existence of alleged debts and to account if necessary.

The Court adopted Field, J.'s test from Bhobosoonduri Debee: a person has a sufficient interest to be made a party if he can show entitlement to maintain a suit in respect of the property over which the probate would have effect under section 242 of the Indian Succession Act. Applying that test, the Court concluded that a simple creditor—who can maintain merely an action to recover money and not a suit in respect of the testator's property—ordinarily cannot object to the grant of probate.

Applying these principles to the facts, the Court held that Miss Salena Hector, by merely alleging some of the debts mentioned in the Will are not genuine, does not thereby become a person having an interest in the estate entitling her to oppose the grant of probate in common form. The Court, however, emphasized that it did not intend to lay down general principles beyond the facts before it.

Despite concluding that Miss Hector had no right to object on the basis of being a mere creditor, the Court recognized special features of the case that warranted more caution: the testatrix was elderly and very ill at the time she made the Will; two of the persons named as executors (including the principal one, Mr. Sinha) were also creditors of the estate, and one of these was an advocate claiming to be a creditor for moneys advanced. Given these circumstances, the Court considered it necessary in the interests of all parties that the Will be proved and investigated as to the testatrix's capacity and proper execution before any probate in common form was granted.

Holding and Implications

Holding: The Court refused to grant probate of the Will in common form. The matter was directed to be heard by the Judge exercising probate jurisdiction in the Court, who would, after hearing evidence, grant or refuse probate. The Court discharged the caveat.

Core Ruling: Probate in common form refused; the Will must be proved after investigation by the probate judge.

Implications:

  • Direct effect on the parties: Probate will not be granted in common form to Mr. R.S. Sinha. The Will must be proved before the probate judge, including inquiry into the testatrix's mental capacity and due execution.
  • On the question whether a mere creditor may oppose probate, the Court applied and followed existing authorities to hold that a simple creditor ordinarily does not have the necessary interest to oppose the grant of probate; however, the Court confined its decision to the facts of the case and did not purport to lay down sweeping new principles.
  • The Court explicitly stated it was not expressing any final opinion on the allegations made by Miss Salena Hector (e.g., as to the genuineness of the Rs. 4,000 claimed by Mr. Sinha) but required proof and investigation in the probate proceedings.

Note: The opinion confines its decision to the facts and circumstances before the Court and expressly refrains from laying down general principles beyond those facts.

K.D
Order accordingly.

    R.S Sinha v. Miss Salena Hector

    Harries, C.J:— This is an application by Mr. R.S Sinha, an advocate of this Court, to prove the Will of one Mrs. Elsie Augusta Black in common form.

    On the 12th of December, 1937, it is alleged that the testatrix executed the Will in question, and on the 29th of December, 1937, she died. The Will names Mr. Sinha and Miss Salena Hector as executor and executrix, but Miss Salena Hector, so far from joining in this application for probate in common form, has objected to it. She has also entered a caveat in the proceedings. The executor, Mr. Sinha, has raised a preliminary point that Miss Salena Hector has no right to oppose these proceedings on the ground that she is not interested in the estate. As I have stated, she is named as an executrix in the Will; but, as executrix she could only put forward the Will and not oppose it. Miss Salena Hector, it is said, is also a creditor of the estate, and Mr. Kazimi who has appeared for her has conceded that he cannot object to probate on the ground that Miss Hector is a named executrix, but he has contended that he can object to probate in common form on behalf of Miss Hector as a creditor of the estate.

    It appears that the testatrix was a legatee under her sister's Will, and at one time it appears to have been thought that the testatrix would have obtained a very substantial sum under that Will. On the death of the testatrix's sister proceedings connected with her Will took place in the Calcutta High Court. The result of those proceedings was that the testatrix was entitled only to Rs. 2,051-2-5 instead of what was thought to be a legacy of a lakh of rupees. When the testatrix made her Will it is suggested that she was under the impression that she would have a considerable amount of money to dispose of; but owing to the manner in which the litigation in Calcutta ended it now transpires that hep estate is insolvent and that the money in hand is not sufficient to pay the debts, some of which are mentioned in the Will.

    The executor, Mr. R.S Sinha, is said to be a creditor of the estate to the extent of Rs. 4,000, whereas Miss Salena Hector is a creditor to the extent of Rs. 750 together with interest making a total of about Rs. 1,100. It is clear that the estate cannot pay all the debts, and it is suggested by Miss Hector in these proceedings that the debt of Rs. 4,000 said to be due to Mr. Sinha is not a genuine debt. Consequently Miss Hector contends that if probate of this Will be granted, her chances of obtaining the money due to her will be gravely prejudiced. On her behalf it has been urged that if probate is granted to Mr. Sinha, he will, as executor, readily acknowledge that money was due to him from the estate as a creditor and claim to share rateable with the other creditors. Thus what Miss Hector will obtain will be very much les than she would otherwise obtain.

    Mr. K.K Banarji on behalf of Mr. Sinha, the executor, has contended that Miss Hector has no right whatsoever to oppose these proceedings. It is conceded that she has no right as a named executrix; but it has been strongly urged by Mr. Kazimi that as a creditor of the estate she is entitled to oppose the grant of probate.

    It is clear from the terms of section 283(1)(c), Indian Succession Act, 1925, that all persons claiming to have any interest in the estate of the deceased must receive citations and a person having an interest in the estate of the deceased can oppose the grant of probate of a Will. Whether or not a person can oppose the grant of probate depends entirely upon whether he has or has not an interest in the estate of the deceased. Such is the law in England, and it is clear from the English authorities that a mere creditor of the estate cannot oppose the grant of probate. This was laid down in the case of Menzies v. Pulbrook and Ker. In that case Sir Herbert Jenner considered at length all the relevant authorities and the practice of the Court of Probate and came to the conclusion that a creditor had no right in England to oppose the grant of probate because he had no interest in the estate of the deceased person. A creditor is entitled to be paid his debt from the estate whether the deceased has left a Will or not. If there is a Will, the executor must pay the debt before he proceeds to distribute the estate amongst the beneficiaries. In the same way in the case of an intestacy the administrator must pay the debt before distributing the estate amongst the next of kin. The case of Menzies v. Pulbrook and Ker is still regarded as good law in England and has never been questioned in any English case or by any text-book writer.

    This case, of course, cannot be decided on English authorities because the Court has to construe the Indian Succession Act. However, when there are clear English authorities dealing with the question whether a creditor has or has not an interest in the estate, such authorities are helpful when precisely the same question has to be answered in India. As I have stated, what determines the question as to whether a person can or cannot object to a probate is whether he has or he has not an interest in the estate. The same point really has to be decided both in England and in India.

    The English case of Menzies v. Pulbrook and Ker has been followed in this country in the case of Rahamtullah Sahib v. Rama Rau. In that case it was laid down that in a suit brought to obtain probate of a Will the defendant, before he can contest the Will, must show that he has some interest in the testator's estate. The fact of being a legatee under the Will, or a creditor of the testator does not amount to such an interest. But proof of a former Will of the testator in which the defendant is interested is a sufficient interest to contest the Will set up. In that case Menzies v. Pulbrook and Ker is cited with approval.

    In India attempts have also been made to show that the creditor of an heir of the testator is interested in the testator's estate. The creditors of the heir or next of kin of a testator may well be vitally interested in upsetting a Will put forward by an executor. Such a Will might deprive the heirs or next of kin of the testator of the whole of the property which would come to them on an intestacy, and in such a case the creditors of such heirs or next of kin would suffer very materially. The question was considered in the case of Desputty Singh, In the matter of the Petition of, but a Bench of the Calcutta High Court held that the creditors of the heirs or next of kin of a deceased person were not persons interested in the estate of the deceased. This case was expressly approved of by their Lordships of the Privy Council in the case of Nilmoni Singh Deo v. Umanath Mookerjee. A somewhat different view was taken by another Bench of the Calcutta High Court in the case of Kishen Dai v. Satyendra Nath Dutt where it was held that a creditor of a testator's heir could object to probate if the Will had been set up for the purpose of defrauding creditors. It is very difficult to reconcile Heotoe's these two Calcutta cases because it seems tolerably clear that in the case of Desputty Singh, In the matter of the Petition of, the Will must have been put forward with a view to depriving the heir of his right to succeed to the testator's property. In the later case of Kishen Dai v. Satyendra Nath Dutt the learned-judges appear to have based their decision upon an observation of their Lordships of the Privy Council in the case of Nilmoni Singh Deo v. Umanath Mookerjee which I have already cited. In that case their Lordships were considering a judgment dealing with the question whether a purchaser from a person interested on intestacy or an attaching creditor could object to probate. Their Lordships made this observation:—

    “Assuming that a purchaser can oppose the grant of a probate, or apply to have it revoked (which their Lordships do not decide), they entertain grave doubts whether an attaching creditor can do so, at least in a case which is not founded on the ground that the probate has been obtained in fraud of creditors.”

    A Bench of the Calcutta High Court in the case of Kishen Dai v. Satyendra Nath Dutt appears to have taken this as an authority for the proposition that the creditor of the heirs of a testator can oppose the grant of probate if they allege that the Will was executed in fraud of creditors. In my view the observation of their Lordships does not support the view taken in this later Calcutta case. Their Lordships expressed the gravest doubt as to whether an attaching creditor could oppose the grant of probate or apply to have it revoked and all they said was that if it was shown that probate had been obtained in fraud of creditors the attaching creditor might possibly succeed in having the probate set aside though they do not decide the question.

    It is to be observed that no exception is made in English law in the case of the Will having been executed or put forward in fraud of creditors. In the ordinary case it does not much matter to a creditor whether a forged Will is propounded or not because he must be paid his debt before the property can be divided amongst the beneficiaries named in the Will. The creditor is in a happy position of coming ahead of all beneficiaries whether the Will is a genuine one or whether it be an invalid one. It matters not to him whether he is paid by an executor or an administrator because his rights take precedence over the rights of beneficiaries under the Will or the heirs or next of kin on an intestacy.

    Mr. Kazimi has, however, suggested that in this case the fact that certain debts are mentioned in the Will will pre-judicially affect him if the Will is proved. It must be remembered, however, that the fact that debts are mentioned in the Will does not amount to proof of such debts. Granting probate of the Will will not establish either the existence or the validity of such debts. According to Mr. Kazimi, if this Will is proved it will become impossible to challenge these debts, because the mention of them in the Will would amount to acknowledgments and would prevent limitation running. As I have said, the mere mention of debts in a Will in no way proves their existence and granting of probate would not make very much difference. It would still be open to the executor to show that no such debts existed, and if lie discharged the debts which did not exist, he could in appropriate proceedings be made to account.

    Mr. Kazimi has also relied upon the case of Jammi Hanumantha Rao v. Aratta Letchamma. All that case decided was that a person who is entitled to any portion of the estate left by a deceased or to a right to claim maintenance from such estate, had an interest in the estate of the deceased and could object to probate. However, the learned-judges who decided the case did make this observation:—

    “In Rahmatullah Sahib v. Rama Rau it was held that a legatee under a Will or a creditor of the testator had not such interest as to entitle him to oppose the grant of probate. In the case of a creditor the estate is liable, whether the Will is genuine or not. The executor, and if there is no executor the administrator, is bound to pay the debts of the testator out of the estate and the creditor will not ordinarily suffer in any way by a false Will being propounded and probate thereof being obtained. There may be cases where it may be to the interest of the creditor to oppose the grant of probate if by obtaining probate an unscrupulous person or a person of no means is enabled to make away with the property of the deceased and thereby defeat the creditor. If the probate proceedings are fraudulent, any person who would suffer thereby is entitled to object to such proceedings.”

    The learned-judges cited no authority for this statement and no such exception appears to have ever been made in England. It is always open to creditors to show that debts alleged to be due frore the estate are not due, but that is very different from saying that a creditor can object to probate of the Will being granted, that is, can object to the validity of the Will as a Will. A view similar to that expressed in the case of Jammi Hanumantha Rao v. Aratla Letchamma was expressed by the Lower Burma Chief Court in the case of Ma E Me v. Ma E.. There again the observation is a general one and was not strictly necessary for the decision of the case. It is very doubtful whether a creditor by merely alleging that a Will is a forgery or that the named executor is acting fraudulently becomes a person who has an interest in the estate of the deceased. He may be a person who might suffer as a result of the forgery or fraud; but a person who may suffer does not necessarily mean a person who actually has an interest in the testator's estate. A creditor who has attached a portion of to estate might possibly be a person who has an interest in the estate but a mere creditor without even a decree can hardly be said to have an interest in the estate. Mr. Kazimi admits that unless the creditor alleges that he would suffer by probate he cannot be said to have an interest in an estate; but I cannot conceive that any creditor would ever come forward to oppose probate unless he feared that he would suffer if probate was granted. The creditors in the English cases must have made some such allegation, yet the English Courts have consistently held that such creditors have no interest in the estate. I do not wish in this case to lay down any general principles; but in my view Miss Salena Hector, by merely alleging that some of the debts mentioned in this Will are not genuine, does not thereby become a person interested in the estate of the deceased. If this Will is proved, she would not by that fact alone be materially affected; but even if she was that would not in itself establish that she had an interest in the estate. It is sufficient in this case to confine our decision to the facts of the case, and in my view the allegations made in this case do not make Miss Salena Hector a person having an interest in the estate, and that being so, she has no right to object to the granting of probate in common form.

    That, however, does not dispose of this case. The facts are somewhat peculiar, and in our view it is in the interests of all parties that a Court should decide after investigation whether this Will is valid or not. The testatrix was an old lady who was undoubtedly very ill at about the time she made her Will. She named two of her creditors as executor and executrix, and one the largest creditor is an advocate claiming to be a creditor in respect of moneys advanced. In these circumstances, I am of opinion that probate should not be granted of this Will until the Court after investigation is satisfied that the testatrix was of a sound disposing mind and that the Will was duly executed according to law. In holding this view, I express no opinion whatsoever upon the allegations made by Miss Salena Hector. I merely consider proof of this Will to be necessary having regard to all the facts and circumstances of the case.

    I would, therefore, refuse to grant probate of this Will in common form and direct that the matter be heard by the Judge exercising probate jurisdiction in this Court, who will, after hearing the evidence, grant or refuse probate. The caveat will be discharged.

    Fazl Ali, J.:— I entirely agree.

    In Bhobosoonduri Debee, In the matter of the Petition of, Field, J. in dealing with the question as to what class of persons are entitled to object to the grant of probate of the Will of a testator observed as follows:—

    “As to the test of what constitutes a sufficient interest to entitle any particular person to be made a party, according to the view which I have already stated, I think it comes to this, that any person has a sufficient interest who can show that he is entitled to maintain a suit in respect of the property over which the probate would have effect under the provisions of section 242 of the Indian Succession Act.”

    In my opinion the test laid down by Field, J. is correct, and, therefore, a simple creditor, who is entitled to maintain merely a suit to recover his money and cannot maintain a suit in respect of the property of the testator, cannot ordinarily object to the grant of probate. The interest, which entitles a person to object to the grant of probate, must be an interest in the estate and not merely an interest in the result of the probate proceedings or “interest” in any remote sense of the term.

    K.D
    Order accordingly.

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    Comments

    R.S Sinha v. Miss Salena Hector
    (Aug 9, 1940)