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V. Lakshmamma v. Ratnamma

Madras High Court
Aug 12, 1913
Smart Summary (Beta)

Factual and Procedural Background

The dispute concerns the ownership and inheritance of certain properties including a house, land, and jewels originally acquired by the deceased Ramamma and the 1st defendant. The genealogical relationship among the parties is undisputed. The learned Judge concluded that the suit house was the separate acquisition of Ramamma and the 1st defendant jointly, and the suit land was the separate acquisition of Ramamma alone. Upon Ramamma's death, her half share in the house and the suit land passed to her mother Seethamma by inheritance. The 1st plaintiff claimed these properties on a similar basis. The 1st defendant claimed some jewels as her separate acquisition but also suggested joint acquisition. The plaintiffs challenged the validity of a will executed by Seethamma, which purportedly bequeathed the property to the 2nd and 3rd plaintiffs, arguing that Seethamma had no power to dispose of the property by will as it belonged to the joint family.

Legal Issues Presented

  1. Whether the suit house, land, and jewels were joint family property or separate acquisitions of Ramamma and the 1st defendant.
  2. The validity and effect of Seethamma's will in relation to the property.
  3. Whether the legacy under the will vested in the 2nd and 3rd plaintiffs and the legal consequences of their disclaimer.
  4. The applicability of the Partition Acts to the decree.

Arguments of the Parties

Plaintiffs' Arguments

  • The house, land, and jewels were joint family property.
  • Seethamma had no power to dispose of the property by will as it belonged to the joint family.
  • The 2nd and 3rd plaintiffs did not claim under the will due to its invalidity.
  • The interest of Seethamma should devolve equally to the 1st plaintiff and the 1st defendant.

1st Defendant's Arguments

  • The house and land were joint acquisitions of Ramamma and herself.
  • Some jewels were her separate acquisitions.
  • The will executed by Seethamma vested the property in the 2nd and 3rd plaintiffs, and in the absence of conveyance by them, the 1st plaintiff has no title to sue in ejectment.
  • Objected to the application of the Partition Acts in the decree.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Sudarsanam Maistri v. Narasimhulu Maistri Whether two members of a family could hold property jointly as a distinct corporate sub-unit within a larger corporate family. Court rejected the argument that the two members formed a sub-branch excluding the 1st plaintiff, affirming the joint ownership of the house by Ramamma and the 1st defendant.
Bachman v. Bachman Principles relating to vesting of legacy interests. Used to explain that vesting of estate in legatees is an interest, not full possession, pending executor's assent.
Doe d. Saye and Sele (Lord) v. Guy Distinction between vesting in interest and possession of legacy. Supported the court's view on the nature of vesting under the Succession Act.
In re Hotchkys; Freke v. Calmady Acceptance of legacy is essential for vesting of property. Referenced to support that legacy does not vest against the legatee's will.
Nicolson v. Wordsworth Legatee may disclaim property and legacy will not vest against his will. Adopted reasoning to hold that the 2nd and 3rd plaintiffs' legacy could be divested by disclaimer.
Morarji Cullianji v. Nembai Application of succession principles when legacy is disclaimed. Supported the conclusion that Seethamma's interest devolves equally to the 1st plaintiff and 1st defendant after disclaimer.

Court's Reasoning and Analysis

The court began by affirming the genealogical facts and accepted the learned Judge's findings that the house was jointly acquired by Ramamma and the 1st defendant, and the land was Ramamma's separate acquisition. It rejected the argument that the two family members formed a distinct sub-branch capable of holding property jointly to the exclusion of the 1st plaintiff. The court treated the claims to the jewels on the same footing as the house, noting the absence of distinct issues on the separate acquisition claim by the 1st defendant.

Regarding the will executed by Seethamma, the court noted that the will had not been proved by the date of the learned Judge's decision, and under Section 2 of the Hindu Wills Act and Section 187 of the Succession Act, no right as legatee could be established without proof. The court rejected the 1st defendant's contention that she could rely on the will as a jus tertii in defense, emphasizing the legal requirement of proof and acceptance of the legacy.

The court further analyzed the legal effect of vesting under Section 91 of the Succession Act, distinguishing between vesting in interest and possession. It relied on English authorities to conclude that a legacy does not vest against the legatee's will if disclaimed, and since the 2nd and 3rd plaintiffs disclaimed the legacy, the property interest reverted to the 1st plaintiff and 1st defendant equally.

Finally, the court allowed the appeal in part by removing the provision applying the Partition Acts from the decree, with the 1st defendant ordered to pay costs to the 1st plaintiff. The appeal was dismissed in all other respects.

Holding and Implications

The court partly allowed the appeal by removing the application of the Partition Acts from the decree. The remainder of the appeal was dismissed, affirming the learned Judge’s findings on property ownership and inheritance.

The direct consequence is that the property interests of the deceased Ramamma passed to her mother Seethamma and, after disclaimer by the 2nd and 3rd plaintiffs, devolved equally between the 1st plaintiff and the 1st defendant. The 1st defendant is liable to pay costs to the 1st plaintiff. No new precedent was established beyond the application of existing principles of Hindu succession and will law.

Show all summary ...

1. The relationship between the persons concerned is given in the genealogical tree attached to the plaint and is not disputed. There is no reason for doubting the correctness of the learned Judge's conclusions that the suit house was the separate acquisition of the deceased Ramamma and the 1st defendant and that the suit land was the separate acquisition of the former. It is argued, with reference to Sudarsanam Maistri v. Narasimhulu Maistri(1), that those two members of the family, one of dancing girls, comprised all the members of a sub-branch and could hold property jointly, as a distinct corporate unit within the larger corporate unit. There is no foundation for that argument, since there is no reason for regarding these two members as a sub-branch to the exclusion of the 1st plaintiff, their sister. The learned Judge was, therefore, right in holding that the house was the common property of Ramamma and the 1st defendant and that the former's half share in it and the suit land passed to her mother, Seethamma, by inheritance on her death.

2. The learned Judge's decision as to the suit jewels follows that regarding the house.

3. The first plaintiff claimed both on the same basis. The 1st defendant who was alone concerned with the former, no doubt, claimed some of them as her separate acquisition in her written statement. But there was no distinct issue regarding them. The learned Judge refers in his judgment to her case as being that they were acquired jointly. It is alleged and it is to be presumed in these circumstances that this was the case actually put forward at the trial. That it was so, is consistent with the 1st defendant's failure to give evidence and with the evidence of the defendant's 1st witness who alone was examined by her on the point. The claims to the jewels and the house were, therefore, dealt with rightly on the same footing.

4. These conclusions of the learned Judge did not correspond either with the plaintiff's case, that the house, land and jewels were the joint property of the whole family or with the 1st defendant's that the two first were the joint property of Ramamma and herself and that some of the jewels were her own separate acquisitions. The argument to be dealt with next arises from these conclusions and, therefore, has been attempted first in this Court. In plaint paragraphs 7 and 8 there is a reference to a will executed by Seethamma, mother of the 1st plaintiff and the 1st defendant, whereby she bequeathed all property to which she was entitled, to the 2nd and 3rd plaintiffs and nominated them executrixes. The plaintiffs submitted that Seethamma had no power to deal with the property by will since (in accordance with their case) it belonged to the joint family; and the 2nd and 3rd plaintiffs, therefore, did not claim under the will. The 1st defendant has, however argued here that this reference to a will must have the effect that the property must be taken to have vested in accordance with its terms in the 2nd and 3rd plaintiffs and that in the absence of a conveyance by them to the 1st plaintiff, the latter has no title, on which she can sue in ejectment, as she in effect is doing.

5. It has been pointed out that the defendants' contention could not have been raised in their pleadings since it arises from the findings by the learned Judge which are not in accordance with either-party's case. The plaintiffs, no doubt, must no be prejudiced by the stage, at which that contention has been advanced; and it might have been necessary to grant a remand for a further trial after amendment of the plaint with reference to the will and filing of an additional written statement but that the 1st defendant's arguments must be held untenable for two reasons.

6. Firstly, it is admitted that up to the date of the learned Judge's decision, the will had not been proved. It was made in Madras and, under Section 2 of the Hindu Wills Act, is subject to Section 187 of the Succession Act. No right, therefore, as legatee can be established under it.

7. It has been urged that S. 187 affects only the establishment of a right by the legatee himself or some persons claiming under him and does not debar the 1st defendant who desires to establish the legatee's right, merely as a jus tertii for the purpose of her defence. No authority has been cited and no reason suggested for such a distinction. It is said further that S. 187 is further irrelevant, when the plaintiffs have admitted the existence of the will and its terms. The answer is that, though they admitted the existence of the document, they denied its validity or the validity of rights under it, and the fact that their denial was based on one ground which has been held to be mistaken cannot alter the scope of their admission or disable them from taking other available objections.

8. Then as to the merits of the 1st defendant's arguments. They depend on the assumption that Seethamma's will is effective. The 1st defendant's case is that the property bequeathed to the 2nd and 3rd plaintiffs vested in them; and, in our opinion, that is not sustainable. Section 91 of the Succession Act, no doubt, provides for the vesting of the estate in the legatee from the date of the it stator's death. But the estate thus vested is not full or absolute, the reference is only to an interest in the legacy, not the legacy itself; and the distinction between a vesting in interest and in possession is implied in S. 106 and the illustration to S. 292, in which the effect of the executor's assent is dealt with. [Vide also Bachman v. Bachman(2) and Doe d. Saye and Sele (Lord) v. Guy(3)]. Until that assent has been given, the legatee has in any case only an inchoate right to the legacy. Williams on Executors, 10th Edition, page 1101. So far no account has been taken of the effect of the legatee's disclaimer. There is very little English and no Indian authority regarding it. But in In re Hotchkys; Freke v. Calmady(4), there are references to the acceptance of the legacy as essential, which are inconsistent with its vesting in the legatee against his will and at page 84, Williams Law of Real Property, 20th Edition, Nicolson v. Wordsworth(5) is referred to, and it is said:—“An heir-at-law is the only person in whom the Law of England vested property whether he would or not. If I make a conveyance of land to a person in my life-time or leave him any property by my will, he may, if he pleases, disclaim taking it, and in such case, it will not vest in him against his will.” Though this principle is not formally stated in the Indian Law, it is reasonable and there is nothing repugnant to it therein or in Indian decisions. It may, therefore, legitimately be adopted. The result is that the 2nd and 3rd plaintiffs' legacy did not vest in them completely or indefeasibly and that, as far as it vestedat all, it would be divested by their disclaimer. Being undisposed of, Seethammal's interest must go, as the plaintiffs contend that it should, to the 1st plaintiff and to the 1st defendant in equal shares. Morarji Cullianji v. Nembai(6).

9. The 1st defendant objects to the application of the Partition Acts for which the decree provides. The 1st plaintiff consents to its amendment by the removal of this provision. The appeal is, therefore, allowed to this extent. It is dismissed in other respects. The 1st defendant will pay the 1st plaintiff's costs.

S.N/R.K

10. Appeal partly allowed.