Login
  • Bookmark
  • PDF
  • Share
  • CaseIQ

Musammat Sham Devi v. Babu Birbhadra Prasad, Minor, Through Musammat Munni Debi And Ors.

Allahabad High Court
Feb 9, 1921
Important Paras
Please sign up to view Important Paras.
Smart Summary (Beta)

Factual and Procedural Background

The appeals arise from competing suits concerning a house in Benares that belonged to the late Bal Kishan Khattri. Bal Kishan died at the end of the 19th century, leaving a widow, Sham Dei, and a daughter, Amru (who later died childless). On 3 April 1915 Sham Dei executed a deed dedicating the house as a dharmsala.

Bir Bhadra instituted a suit seeking a declaration that he is entitled to succeed to Bal Kishan's estate on the death of Sham Dei as reversionary heir under Mitakshara law, and that the dedication deed is not binding on him. Ranjit Singh and Ranbir Singh brought a separate suit asserting their entitlement as reversionary heirs and similarly challenging the dedication.

The Subordinate Judge (Mr. S. N. Banerji) found Sham Dei lacked authority to alienate the house to the prejudice of reversionary heirs and held that Ranjit Singh and Ranbir Singh were the reversionary heirs. On appeal, the District Judge agreed that Sham Dei had no authority to alienate but concluded that Bir Bhadra was the reversionary heir.

Five second appeals (including Sham Dei's Second Civil Appeal No. 947 of 1918 and the appeals of Ranjit Singh and Ranbir Singh in Second Civil Appeals Nos. 1032, 1034, 1031 and 1101 of 1918) were heard together and are disposed of by the present judgment.

Legal Issues Presented

  1. Whether Sham Dei, a widow enjoying a widow's estate under the Mitakshara law, had authority to alienate (by dedicating as a dharmsala) a portion of her deceased husband's property so as to bind or prejudice the reversionary heirs.
  2. If the widow's power to alienate for religious or charitable purposes exists, whether such an alienation must be shown to be intended to conduce to the spiritual welfare of the deceased husband to be valid against reversionary heirs.
  3. Which persons are the nearest reversionary heirs of Bal Kishan (i.e., the proper order of succession among the claimants Bir Bhadra Prasad, Ranjit Singh and Ranbir Singh) under the applicable rule of succession considered by the court.

Arguments of the Parties

Sham Dei's Arguments

  • Counsel for Sham Dei argued that under the Mitakshara law a widow has authority to alienate a reasonable portion of her husband's property for religious or charitable purposes and that she had not exceeded that authority in dedicating the house as a dharmsala.
  • More specifically, counsel contended that the widow's power to make such alienations does not require proof that the act was supposed to conduce to the spiritual welfare of the deceased husband; it suffices that the alienation was for religious or charitable purposes.

Ranjit Singh and Ranbir Singh's Position

  • They sought judicial declarations that they are entitled to succeed to Bal Kishan's estate on Sham Dei's death as reversionary heirs and that the dedication deed is not binding on them. (The opinion records their suits and the relief sought; detailed argumentation beyond the pleadings is not set out in the text.)

Bir Bhadra Prasad's Argument

  • Bir Bhadra sought declaration of his status as reversionary heir. Before this Court he admitted that if the succession Rule derived from the treatise of Professor Rajkumar Sarvadhikari is applied, his claim must fail.
  • He argued, however, that the Rule is unsound and should not be applied (challenging the Rule's validity rather than asserting a competing factual pedigree).

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Collector of Masulipatam v. Cavaly Vemata Narrainapah (multiple citations: 8 M.I.A. 529; 2 W.R. (P.C.) 61; etc.) Defines limits of a widow's power under Mitakshara law: the widow cannot alienate except for special purposes; she has a larger power for religious/charitable acts only insofar as they are supposed to conduce to the spiritual welfare of her husband; for worldly purposes she must show necessity. The court relied on this frequently quoted passage as establishing the controlling principle that alienations by a widow to bind reversioners require showing the act was supposed to conduce to the deceased husband's spiritual welfare.
Puran Dai v. Jai Narain (4 A. 482; A.W.N. (1882) 115; 2 Ind. Dec. (N.S.) 1092) [also cited in the opinion as "Furan Dai v. Jai Narain"] Holds that an alienation by a widow made for her own spiritual welfare (and not for that of her deceased husband) is not valid to prejudice reversionary heirs. The court treated this decision as authority precluding the broader contention that acts benefiting the widow necessarily benefit the husband; it used the case to confirm that the widow must intend the spiritual benefit of the deceased.
Khub Lal Singh v. Ajodhya Misser (31 Ind. Cas. 433; 43 C. 574; 22 C.L.J. 345) Discusses the distinction between legal necessity for worldly purposes and promotion of spiritual welfare of the deceased; states that within proper limits a widow may alienate for religious acts supposed to conduce to the deceased's spiritual benefit. The court cited and relied on the exposition in this decision as stating the correct law: that an alienation is valid only if it is supposed to, or intended to, confer spiritual benefit on the deceased husband.
Kunj Behari Lal v. Laltu Singh (48 Ind. Cas. 847; 41 A. 130; 16 A.L.J. 996) Examined and discussed Khub Lal Singh and provided supporting exposition of the governing principles. The court noted that this decision provided "similar assistance" to the reasoning drawn from Khub Lal Singh and reinforced the court's interpretation of the law on widow's alienations under Mitakshara law.

Court's Reasoning and Analysis

The court proceeded in two main parts: first, the validity of Sham Dei's dedication; second, the question of which claimants were the nearest reversionary heirs.

1. On the dedication by Sham Dei:

  • The trial and appellate courts both found as a factual matter that Sham Dei did not have authority from her deceased husband to make the endowment. The present Court treated this as a pure finding of fact not open to re-examination in the second appeal.
  • The Court examined the legal limits of a widow's power under the Mitakshara law, as stated in the Collector of Masulipatam case and subsequent authorities. It rejected Sham Dei's counsel's expansive interpretation that any reasonable charitable or religious alienation by a widow is valid regardless of whether it is intended to benefit the deceased husband.
  • Relying on the line of authority (including Puran Dai and Khub Lal Singh), the Court held that to validate an alienation by a widow against reversionary heirs the alienation must be established to be for the performance of religious acts which were supposed (or intended) to conduce to the spiritual benefit of the deceased husband.
  • Applying that principle to the facts, the Court found the deed of dedication contained an unsupported assertion that Sham Dei had authority from her husband, which she could not prove. Moreover, the terms of the deed and the evidence did not indicate that the dedication was intended to confer spiritual benefit on Bal Kishan. The Court observed that while creating a dharmsala is ordinarily pious and may confer spiritual benefit on the dedicator, that does not automatically show intent to confer benefit on a third party (the deceased).
  • Consequently, the Court concluded there was no basis to hold the alienation effective against the reversionary heirs and dismissed Sham Dei's appeal.

2. On the identity of the reversionary heirs:

  • The Court examined the pedigree of the competing claimants and the rule applied by the Subordinate Judge and the District Judge as set out in Trevelyan's Hindu Law (Second Edition, revised), which in turn is a formulation derived from the treatise of Professor Rajkumar Sarvadhikari (Principles of the Hindu Law of Inheritance, Tagore Law Lectures, 1880).
  • The Subordinate Judge had applied the rule to place Ranjit Singh and Ranbir Singh (described as father's father's daughter's son's sons) ahead of Bir Bhadra Prasad (described as father's daughter's daughter's son). The District Judge had applied the rule but reached a contrary conclusion; the present Court found the Subordinate Judge's application correct if the rule is applied correctly.
  • Bir Bhadra's counsel conceded that his client's claim would fail if the Rajkumar Sarvadhikari-derived rule were applied, and he argued that the rule was unsound. The Court reviewed the rule's derivation from recognized texts and commentaries and the reasoning offered by Professor Sarvadhikari, observing that his treatise is an accepted and standard authority on Hindu succession.
  • After examining the supporting reasoning and noting that challenges to other parts of the treatise (unrelated to the specific rule in issue) did not undermine the rule before the Court, the Court considered the rule a logical deduction from recognized texts and commentaries and accepted it.
  • Applying the rule, the Court held that Ranjit Singh and Ranbir Singh are the nearest reversionary heirs to Bal Kishan and reversed the District Judge's contrary conclusion in favour of Bir Bhadra Prasad.

Holding and Implications

Primary Holdings:

  • Sham Dei's Second Civil Appeal No. 947 of 1918 is dismissed. The Court held that the dedication of the house as a dharmsala was not shown to be intended to confer spiritual benefit on the deceased husband and therefore could not operate to the prejudice of the reversionary heirs.
  • Second Civil Appeals Nos. 1032, 1033, 1034 and 1101 of 1918 are allowed. The Court held that Ranjit Singh and Ranbir Singh are the nearest reversionary heirs to Bal Kishan and that Bir Bhadra Prasad's claim must fail under the accepted rule of succession applied by the Court.

Costs and immediate consequences:

  • Musammat Sham Dei was ordered to pay her own costs and those of Ranjit Singh and Ranbir Singh (one set). Costs in this Court were to be on the higher scale.
  • Bir Bhadra Prasad was ordered to pay his own costs and those of Ranjit Singh and Ranbir Singh in all Courts; costs in this Court were on the higher scale.

Implications beyond the parties: The Court applied and affirmed established principles drawn from existing case law and authoritative treatises (including the rule derived from Professor Sarvadhikari's work) in determining the limits of a widow's power to alienate under Mitakshara law and in resolving the order of reversionary succession. The opinion does not purport to create a new legal principle but adopts and applies existing authorities to the facts before it.

Show all summary ...

1. The facts in the suits out of which these five appeals arise are as follows:--Bal Kishan Khattri died at the end of the last century leaving a widow Sham Dei and a daughter Amru. The daughter has since died childless. On the 3rd April 1915 Sham Dei executed a deed by which she dedicated a house in Benares, the property of her deceased husband, as a dharmsala. Bir Bhadra instituted a suit for a declaration that he is entitled to succeed to the estate of Bal Kishan on the death of Sham Dei as reversionary heir under the Mitakshara Law, and for a declaration that the deed of dedication is not binding upon him. Ranjit Singh and Ranbir Singh instituted another suit for a declaration that they are entitled to succeed to the estate of Bal Kishan on the death of Sham Dei, and for a declaration that the deed of dedication is not binding upon them, Both suits were decided by Mr. S.N. Banerji, Subordinate Judge, He found that Sham Dei was not authorized to alienate the house in Benares to the prejudice) of the reveraionary hairs, and that Ranjit Singh and Ranbir Singh were the reversionary heirs of Bal Kishan.

2. Appeals were, tiled in the Court of the District Judge, Benares. The Biatrial Judge found that Sham Dai was not authorized to alienate the house in Banares to the prejudice of the reversionary heirs. Ha arrived at a conclusion different to that of the Subordinate Judge as to who was the reversionary heir. He found that BirBhadara was the reversionary heir.

3. Against this decision Sham Dai appeals in Second Civil Appeal No. 947 of 1918, and Ranjit Singh and Ranbir Singh appeal in Second Civil Appeals Nos. 1032, 1034, 1031 and 1101 of 1918. The five appeals have been heard together, They are decided in this judgment.

4. We take first Sham Dei's appeal, The learned District Judge, agreeing with the Subordinate Judge, found that Sham Dai had no authority from her deceased husband to make the endowment. This is a finding of fact, which cannot be impugned in second appeal. The learned Counsel for Sham. Dei argued that she had under the provisions of the Mitakshara Law authority to alienate a portion of her husband's property for religious or charitable purposes, and that she had not exceeded that authority in making this particular alienation. The limits of the power of the Hindu widow under the Mitakshara Law to make such alienations are defined in the frequently quoted passage of the judgment in Collector of Masulipatam v. Cavaly Vemata Narrainapah 8 M.I.A. 529 : 2 W.R. (P.C.) 61: 1 Suth. P.C.J. 476 : 1 Sar. P.C.J. 820 : 19 K.R. 631:

The widow cannot of her own will alien the property except for special purposes, For religious and charitable purposes or those which are supposed to conduce to the spiritual welfare of her husband she has a larger power of disposition than that which she possesses for purely worldly purposes. To support an alienation for the last she must show necessity.

5. The learned Counsel for Sham Dei contends that this passage lays down a proposition that a widow has authority to alienate a reasonable portion of her husband's property for religions and charitable purposes, whether the alienation is or is not supposed to conduce to the spiritual welfare of her husband. We do not accept this contention, The proposition is not as wide as he would have it. Following an interpretation, which has prevailed since the decision in question was passed in 1861, we hold that in order to justify an alienation by a widow enjoying a widow's estate, under the Mitakshara Law, of a portion of her husband's property for religious or charitable purposes, it must be established that the alienation is supposed to conduce to the spiritual welfare of her husband. This principle was accepted in 1882 by a Bench of this Court in Puran Dai v. Jai Narain 4 A. 482 : A.W.N. (1882) 115 : 2 Ind. Dec. (N.S.) 1092. There it was held that an alienation by such a widow which effected a pious and lawful act, made for her own spiritual welfare and not for that of her deceased husband, was not valid. The point was discussed in 1915 by a Bench of the Calcutta High Court in Khub Lal Singh v. Ajodhya Misser 31 Ind. Cas. 433 : 43 C. 574 : 22 C.L.J. 345. One of the members of the Beech which decided that appeal was a very distinguished Hindu lawyer. Although we do not see our way to accept every observation in the learned judgment in question, the conclusion (page 583 Page of 43 C.--[Ed.]) states what appears to us to be the correct law on the matter:

The true rule thus appears to be that there is a distinction between legal necessity for worldly purposes on the one hand, and the promotion of the spiritual welfare of the deceased on the other hand, and that within proper limits the widow may alienate her husband's property for the performance of religious acts which are supposed to conduce to his spiritual benefit.

6. We are not, however, in accord with the view pressed by the learned Counsel for Sham Dei that an Act supposed to conduce to the spiritual benefit of the widow is necessarily an Act supposed to conduce to the spiritual benefit of the husband. This proposition appears to have been looked at not with disfavour by the learned Judges who decided Khub Lal Singh v. Ajodhya Misser 31 Ind. Cas. 433 : 43 C. 574 : 22 C.L.J. 345, We should not go so far as to say that they accepted it. Whatever be its application to persons governed by the Dayabhaga Law, it would not appear to be a doctrine applicable to persons governed by the Mitakshara Law. It is obvious that an act done by a widow supposed to conduce to the spiritual benefit of her husband would confer spiritual benefit on herself, but the converse does not appear to follow. An act done by the widow supposed to conduce to the spiritual benefit of herself would not confer spiritual benefit on her husband, In any circumstances we should have been precluded from accepting this view in face of the decision in Furan Dai v. Jai Narain 4 A. 482 : A.W.N. (1882) 115 : 2 Ind. Dec. (N.S.) 1092.

7. The decision in Khub Lal Singh v. Ajodhya Miner 31 Ind. Cas. 433 : 43 C. 574 : 22 C.L.J. 345 was recently discussed by a Bench of this Court in Kunj Behari Lal v. Laltu Singh 48 Ind. Cas. 847 : 41 A. 130 : 16 A.L.J. 996. That Bench derived similar assistance to the assistance which we have derived from the exposition of the law therein.

8. The conclusion at which we arrive is thus that unless it can be established that the alienation in question was for the performance of religious acts which were supposed (in this case intended) to be for the spiritual benefit of Bal Kishan, the alienation cannot operate to the prejudice of the reversioners, even if the portion of the property alienated be not excessive.

9. How do the facts stand? Bal Kishan died at the end of the last century. the widow made the alienation on 3rd April 1916. She stated in the deed that she had the authority of her husband to make the alienation. She has been unable to prove that allegation. The terms of the deed do not suggest that the dedication was made to confer spiritual benefit on Bal Kishan. There is nothing in the evidence to justify the conclusion that the intention was to confer spiritual benefit on Bal Kishan, or that there was any belief in the mind of the widow that the dedication would confer spiritual benefit upon him. The creation of a Dharmsala is ordinarily a pious and religious act. Usually such an act would confer spiritual benefit upon the dedicator. It does not follow that it would purport to confer spiritual benefit upon a third party. We are alive to the consideration that no mundane Court can decide whether spiritual benefit is conferred. But mundane Courts can decide for whom spiritual benefit is intended to be conferred. That is a point which has to be decided in each individual case. In this case we decide that there is nothing to justify the conclusion that Sham Dei, when she made this dedication, either intended to confer spiritual benefit on Bal Kishan, or was doing an act which she supposed conferred spiritual benefit on Bal Kishan.

10. We therefore, dismiss Appeal So. 947. Musammat Sham Dei will pay her own costs and those of Ranjit Singh and Ranbir Singh (one set). The costs in this Court are costs on the higher scale.

11. This brings us to the contest between the rival reversionary heire. We find the following to be a correct pedigree or the parties concerned.

13. The learned Subordinate Judge applied the rale laid down in Trevelyan's Hindu Law, Second Edition (Revised), pages 403, 404. According to this Rule Ranjit Singh and Ranbir Singh as father's father's daughter's son's sons are in the thirteenth place and Bir Bhadra Prasad as father's daughter's daughter's son is in the seventeenth place. He decided accordingly in favour of Ranjit Singh and Ranbir Singh. The learned District Judge applied the same rule, but arrived at a different conclusion. It is unnecessary to parsue his reasoning, It is sufficient to note that, if the rale be applied, the conclusion of the learned Subordinate Judge is the correct conclusion, and the decision of the learned District Judge that Bir Bhadra Prasad has the preferential claim must be reversed. The learned Counsel for Bir Bhadra Prasad admits that if the Rule in question be applied his client must fail. He argues that the Rule is not a sound Rule and should not be applied.

14. The Rule in question was evolved on a study of the texts and commentaries by Professor Rajkumar Sarvadhikari, and is stated in full in his treatise on the Principles of the Hindu Law of Inheritance (Tagore Law Lectures, 1880). Professor Sarvadhikari's work is an accepted authority on the Law of Hindu Succession. The accuracy of certain of his observations, which have no bearing on the decision of this appeal, has been questioned later, but his views have always been regarded as of great value, and this treatise is recognized as a standard work on the subject. We have examined the reasoning upon which the Rule in question is based, and find it convincing. We do not consider that the learned Counsel for Bir Bhadra Prasad has succeeded in establishing any flaws therein. The most that he has been able to show is that certain Courts have not accepted other conclusions contained in the treatise. The conclusions in question are not the conclusions before us. The force of this argument, such as it might have been is minimised, if not nullified, by the fact that in these decisions the Courts have failed to agree among themselves or set up an alternative standard. After examining the reasons supporting the rule, we are content to follow them as logical and faithful deductions from principles based upon recognized texts and commentaries. We, there fore, accept the rule, and decide that Ranjit Singh and Ranbir Singh are the nearest reversionary heirs to Bal Kishan.

15. We, therefore, allow Second Civil Appeals Nos. 1032, 1033 1034 and 1101 of 1918. Bir Bhadra will pay his own costs and those of Ranjit Singh and Ranbir Singh in all Courts. The costs in this Court will be on the higher scale.