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Kodali Tiruvengalaratnam v. Kodalai Butchayya
Structured Summary of the Opinion
Factual and Procedural Background
This dispute concerned the office of trusteeship of a temple which the plaintiff claimed jointly with the 1st defendant. The plaintiff's title to the trusteeship depended on an adoption said to have been effected by the widows of the deceased (the adoptive father). The learned Subordinate Judge found the adoption valid, upheld the plaintiff's claim and granted a decree. The defendants appealed. The main issues argued on appeal were the construction of a clause in the deceased’s will authorising adoption and the legal effect and validity of an adoption effected by two widows (the deceased's widows) on the question whether the plaintiff succeeded to the trusteeship.
Legal Issues Presented
- How should the clause in the deceased’s will (Ex. A) authorising the widows to adopt be construed — specifically whether it required preference to be given to a son of the testator’s brother?
- Whether an adoption to a deceased husband made by two widows jointly (both participating in the ceremony) is valid under Hindu law, or whether adoption can validly be made only to one widow (the senior wife) and thus an adoption to two widows is invalid.
- Whether a valid adoption by a widow divests her of an office of trusteeship inherited from her deceased husband so that the office vests in the adopted son (i.e., whether the adoption affects succession to an office such as trusteeship, in addition to private property).
Arguments of the Parties
Appellants' Arguments
- The will's adoption clause (Ex. A) ought to be construed as prescribing a preference that the widows should adopt a son of the testator's brother Thiruvengalam, so that an adoption not of such a son would be invalid.
- An adoption to a deceased husband can be made only by one widow (the properly authorised widow) under Hindu law; an adoption effected by both widows (jointly) is invalid. Counsel relied strongly on observations in Narasimha v. Parthasarathy to support this contention.
- Even if the adoption were held valid for purposes of family property, it does not follow that the adoption divests the widows of the office of trusteeship they inherited; there is no principle or direct authority that an adoption by a widow divests her of an office such as trusteeship.
Respondent / Plaintiff's Position (as evident in the opinion)
- The plaintiff relied on the adoption as the basis for his succession to the deceased's estate and for the trusteeship (he claimed as trustee in succession to his adoptive mother).
- The lower court had already found the adoption valid; the plaintiff's position was that the adoption, as found valid, conveyed to him the rights that previously vested in the widows, including the trusteeship (on the basis that the trusteeship was hereditary in the family and follows ordinary rules of succession).
Table of Precedents Cited
| Precedent | Rule or Principle Cited For | Application by the Court |
|---|---|---|
| Narasimha v. Parthasarathy (Judicial Committee) | Observations that only one wife can receive a child in adoption (so the receiving mother gains the position of natural mother); but the Judicial Committee said these points were not necessary to decide and assumed, for argument, that a joint power to two widows might be valid. | The court treated the Judicial Committee's strong observations about single motherhood in adoption as persuasive but not decisive; it relied on the Committee's allowance that a joint power might be valid and on the Committee's note that in practice local custom might give preference to the senior wife. The court used this to support construing the adoption as effectively made to the senior widow with the concurrence of the junior widow. |
| Rajah Venkatappa Nayanim Bahadur v. Renga Rao | Held that an adoption made by a junior widow with consent of sapindas but without consent of the senior widow was invalid; recognised preferential rights of the senior widow in religious rites and related matters. | The court relied on this decision as clear authority recognising a preferential right of the senior widow and used it to support the conclusion that where both widows participate the adoption should be deemed to be to the senior widow (with the other becoming a step-mother). |
| Kakerla Chukkamma v. Kakerla Punnamma | Held that the senior widow has a preferential right to adopt and that while that right subsists the junior widow has no right to adopt. | Cited (via Rajah Venkatappa decision) with approval to support the view that the senior widow has preferential claims relevant to adoption and consequent succession of religious duties and related rights. |
| Mallikarjuna v. Sridevamma | A Privy Council decision concerning a promissory note and a suit by a widow who had succeeded as trustee for certain charities; did not consider the question whether trusteeship might have vested in some other person by reason of adoption. | The court observed that Mallikarjuna does not decide the point in issue here and contains no statements directly supporting the appellants' contention that adoption by a widow cannot divest her of an office; therefore it is not authoritative for that proposition in this case. |
| Sri Raman Lalji Maharaj v. Sri Gopal Lalji Maharaj | Authority cited for the proposition that office of trusteeship cannot be made the subject of a partition by a court of law (illustrative of the hereditary/collective nature of trusteeship in certain institutions). | Used to show that trusteeship in the relevant institution was treated as hereditary and that the office was held collectively by the representatives of the family rather than subject to partition. |
| Thandavaroya Pillai v. Shunmugam Pillai | Held that when trusteeship is vested in a family and members remain undivided, the senior member manages family properties and exercises management rights on behalf of the trust; until partition juniors cannot claim management. | Applied to equate the trusteeship with other family property in respect of the rule of succession and management; supported the conclusion that adoption divests widows and vests the rights in an adopted son under ordinary rules of inheritance. |
| Kunjamani Dasi v. Nikunja Behari | Stated that when an office has become vested in persons who constitute the heirs of the founder, upon the death of each member it passes by succession to his heir. | Used to support the proposition that where an office is held jointly by family members, succession to the office follows ordinary rules of inheritance and thus a valid adoption that changes the family representation affects the office. |
Court's Reasoning and Analysis
The court proceeded in two main analytic strands: (A) construction and validity of the adoption; and (B) the consequence of a valid adoption for succession to the trusteeship.
(A) Construction of the will clause and validity of the adoption by two widows
- The court read the adoption clause in Ex. A as permissive, not as an exclusive preference requiring the widows to adopt a son of the testator's brother. The learned Subordinate Judge's construction that the clause contemplated preference only in the event the brother had more than one son (and then only if the widows desired to adopt such a son) was held to be correct. The court therefore repelled the appellants' contention that the adoption was invalid for not being of the brother's son.
- Regarding the adoption being effected by both widows, the court considered strong observations in Narasimha v. Parthasarathy that a child cannot have more than one adoptive mother because that would create confusion in inheritance. However, the Judicial Committee had expressly stated those points were not necessary to decide in that case and had assumed for argument that a joint power might be valid.
- The court examined Hindu law texts and prior decisions recognising the preferential and superior religious position of the senior wife (the dharma-pathni). It noted textual and customary material (Kathyayana, Vivaha-Samskara commentary, rules about funeral ceremonies and homam) showing the senior wife's primacy in religious functions and rites.
- On that basis the court concluded that where both widows participate in the adoption pursuant to a joint power given to both, the adoption should be treated as having been made by and to the senior widow with the concurrence of the junior — the junior becoming, effectively, a step-mother. Thus the condition of joint exercise (if the power required concurrence) was satisfied, and there was no need to treat the adoption as invalid for being "to two mothers."
(B) Effect of a valid adoption on succession to an office of trusteeship
- The court addressed the appellants' contention that adoption by a widow does not divest her of an office such as trusteeship. The court found no direct authority supporting that proposition (Mallikarjuna was inapposite), so the question had to be answered by general principles of Hindu law and by the terms governing the trust.
- The court noted that the parties had treated the trusteeship as hereditary and that the written statement presumed trusteeship to pass like family property. Where trusteeship is hereditary or is treated as part of the family estate, the court reasoned that it vests in those who at the relevant time represent the family; thus, where an adoption validly changes who represents the family, the office will follow that change under ordinary rules of succession.
- Relying on Thandavaroya Pillai v. Shunmugam Pillai and Kunjamani Dasi v. Nikunja Behari (and other authorities giving effect to the fiction that an adopted son is regarded as born at the time of the death of the person adopted), the court held that a valid adoption divests the widow of the husband's estate and vests the estate (and accordingly the trusteeship when hereditary and treated as family property) in the adopted son.
- Given the lower court's finding that the adoption was valid (construed as to the senior widow with concurrence), the court concluded that the plaintiff, as the adopted son, succeeded to the trusteeship.
The court also observed that other questions were raised by appellants and initially proposed to post the case for further hearing after the long vacation; however, none of those other points were argued before the court and so they were not decided.
Holding and Implications
CORE RULING: Appeal dismissed.
Direct effects on the parties:
- The court affirmed the finding that the adoption was valid (construed as an adoption to the senior widow with the concurrence of the junior widow) and accordingly upheld the plaintiff's right to succeed as trustee in place of his adoptive mother.
- The defendants' appeal was dismissed with costs. The memorandum of objections was dismissed with costs, although the court noted that any claim therein may be pursued as the subject-matter of a separate suit.
Broader implications:
The decision applies established principles of Hindu law and prior decisions to give effect to a valid adoption (including the fiction treating an adopted son as born for succession purposes) and to treat a hereditary trusteeship as following ordinary rules of succession. The opinion does not purport to lay down a novel rule of law beyond applying and reconciling existing authorities; the direct consequence is the validation of the plaintiff's adoption and his succession to the trusteeship in this case.
Judgment delivered by Srinivasa Aiyangar, J.; Reilly, J. concurred. Appeal dismissed with costs.
The question that arises for determination in this appeal is of considerable difficulty and great interest in the Hindu Law of Adoption though it is not likely to arise frequently. It is no doubt in connection with the office of trusteeship of a temple claimed by the plaintiff jointly with the 1st defendant that the question has risen, but the main point raised and discussed in appeal before us related to the validity of the adoption on which the plaintiff has based his right.
The learned Subordinate Judge in the Court below found in favour of the adoption and upheld the plaintiff's claim and granted a decree. The defendants have appealed.
Two points have now been argued on behalf of the appellants in this appeal and one of them is a comparatively small one and may be disposed of immediately.
Ex. A is the will of the deceased Butchayya by which he gave authority to his two widows Pullamma and Lakshmamma to make an adoption. The portion of the will referring to the adoption has been translated thus:
“If my younger brother. Thiruvengalam should beget sons you should take in adoption any of these children or the children of any other persons if you are desirious of doing so and at a time when you wish to do it.”
The contention put forward with regard to this clause in the will is that the adoption made by the widows not having been of a son of the 1st defendant, cannot be regarded as valid. The argument was that in this clause the testator has given a direction that in making the adoption preference should be given by the widows to a son of his brother Thiruvengalam. The learned Subordinate Judge has found against this construction of the will. We are satisfied that the construction placed on the will by the learned Subordinate Judge is correct. In fact there is a great deal to be said in favour of the view adopted by the lower Court that it was only in the event of the 1st defendant having more than one son that the testator intended that his widows may, if they should have no objection, adopt one of his sons. It is quite possible that the testator did not contemplate his brother being deprived of his only son by adoption in the event of the brother not having more than one son. Further it is only if the widows should be desirous of doing so, it is stated, that they should take in adoption one of the sons of the brother. We have therefore very little hesitation in repelling the contention. The other question however is more difficult of solution. In making the adoption it is admitted that both the said widows of the deceased testator participated. On this it has been argued that under the Hindu Law the adoption to a deceased husband can be made only by one of the two widows duly authorised and that the adoption made by both the widows must be regarded as invalid. For this purpose Mr. T. V. Venkatarama Aiyar the learned vakil for the appellants strongly relied upon the observations of their Lordships of the Judicial Committee in the case of Narasimha v. Parthasarathy(1). No doubt at page 220 of the report Lord Moulton delivering the judgment of their Lordships observes as follows:
“In the next place only one wife can receive a child in adoption so as to step into the position of being its adoptive mother. This is evident from the cases which establish that the receiving mother acquires in the eye of the law the same position as a natural mother to such an extent that her parents become legally the maternal grand parents of the child. To hold that a child can bear such a relationship to more than one mother would be entirely contrary to settled law and would produce inextricable confusion in the law of inheritance.”
But it must be observed that having made these observations their Lordships proceed to state that
“it is not necessary that these points should be decided and they desire to express no opinion upon them and will assume for the purposes of their position that the respondents are right in their contention that such a joint power of adoption to two widows was if properly interpreted a valid power and that if they had agreed to a person to be chosen for such adoption they could have validly executed the power.”
Thereupon their Lordships proceed to construe the power in question in that case having regard to the surrounding circumstances and contemporaneous documents put in evidence and state that according to the true intention of the donor the power given was a joint power to both the widows and come to the conclusion that as it was a joint power it could not validly be exercised after the death of one of the donors of the powers as persona designata.
Special reference may also be made in this connection to the following observations in the judgment of their Lordships at the bottom of page 220:
“But it does not follow as a matter of necessity from these considerations that a power given to more than one wife to adopt must be an invalid power. In many matters custom solves difficulties which appear to be insoluble when the questions are considered from a purely logical point of view. In the very question that is before their Lordships there are indications in the cases cited that in some parts of India such a power might perhaps be interpreted as giving preferential right of adoption to the first wife.”
From the fact that both the widows are the donors of the power to adopt it follows that the power must be exercised by both or with the concurrence of both, and any adoption made by only one of the widows is open to the obvious objection that an adoption made by the exercise of the power only by one of the donees is invalid.
The question thus resolves itself into whether by the mere concurrence in making the adoption of both the widows there is anything in Hindu Law to make the adoption itself invalid. Though the observations of their Lordships of the Judicial Committee above cited are very strong with regard to the invalidity of an adoption made to two widows at the same time, these observations were not, it must be noted, required for the decision of the case before them. It may also be observed that after all an adoption in Hindu Law is based on what is essentially a fiction and there must be obvious limits to the extention of such a fiction and if the fiction should be regarded as substituting adoption in the place of the natural birth of the son, it must follow that a bachelor cannot validly adopt and this is certainly not the law as recognised.
If it be merely regarded as a fiction there must be no difficulty whatever in a person bearing the same relationship to two or more persons. However it seems to us that having regard to the genius of the Hindu Law and what may be regarded as the custom and consciousness of the community at large at any rate in South India, it will be more in accordance with the reason of the thing, the principle applicable and observations of their Lordships of the Judicial Committee to regard the adoption in this case as having been made by and to the senior widow Pullamma though with the concurrence of the other widow.
Apart from the observations of the Judicial Committee referring to the possibility of an adoption made in those circumstances being so regarded, there is clear authority in this Court in favour of such a view. In the decision in the case of Rajah Venkatappa Nayanim Bahadur v. Renga Rao to which one of us was a party, it was held by the learned Chief Justice that an adoption made by a junior widow with the consent of the sapindas but without the consent of the senior widow was invalid in law. The decision in that case clearly proceed on the recognition of the preferential rights of the senior widow as regards religious rites. The learned Chief Justice has given reference to various Hindu Law texts in support of that view. In the same case the decision of this Court by Sankaran Nair and Spencer, J J., in the case of Kakerla Chukkamma v. Kakerla Punnamma(2) where it was held that the senior widow had a preferential right to adopt and that so long as that preferential right subsists the junior widow has no right to adopt was cited with approval and it was also indicated that any other view might have the effect of tending to unsettle the former decisions of this Court and give encouragement to its being challenged in other cases.
We may also in this connection refer to the text of Kathyayana where the first and senior wife is said to be the dharma pathni that is to say the wife wed for the purpose of performing religious rites and duties and the second and succeeding wives spoken of as merely for the purpose of love or lust. Again in Chapter treating of Vivaha-Samskara it is stated in the commentary that after the sacrificial fire is created along with one wife the wives afterwards taken do not acquire equal rights with the first wife in respect of the oblations unless both the wives together again officiate in creating a new sacrificial fire. In the Shastras are to be found scattered about many texts which give prominence to and recognise the superiority of the first wife or the dharma pathni.
There is also a well established rule that when the husband dies sonless, the funeral ceremonies should be performed only by the first and senior wife. Again as in the making of Dathahomam, only one person can at a time perform the Homam and it cannot be performed by both or on behalf of both simultaneously. Hence also it is deducible that though both may be present and participate in the performance of the Homam it is shastrically performed only by the senior and deemed to have been performed only by her.
Having regard to all these and other similar texts and considerations recognised by several decisions in this Court, it is clear that even though both the widows might have concurred in making the adoption the act of adoption should be deemed to have been made only by the senior widow and to herself as mother. In that case it is pointed by their Lordships of the Judicial Committee that the other wife who participates becomes only a step-mother. Assuming therefore that the authority in this case given by the husband to his two widows to adopt should be construed only as a joint power that is a power to be exercised by both of them, that condition has been fulfilled in this case because admittedly both the widows participated in the ceremony. But there is no necessity to regard the adoption as having been made to both the mothers more especially if it is to be supposed that there can be no valid or legal adoption to two mothers at the same time. We must assume that a Hindu husband who for the purpose of continuing his line and providing for the purpose of performance of religious ceremonies for the salvation of his soul and authorising an adoption to be made did not authorise an invalid adoption. The reasonable construction to be placed on the terms of the will is that the direction was merely to the effect that unless both the wives should be willing no adoption should be made and that the boy to be adopted should be chosen by both. On the adoption being made the appropriation of the son to the senior wife would almost seem to be by process of c reasoning.
No question in this case arises with regard to the adoption made to the husband having been either to the one or the other wife as mother. Having regard to the nature of the rights claimed the only question is whether it has been a valid adoption to the deceased testator. If therefore we find that there was a joint power to adopt and that in the exercise of that power there has been a valid adoption it follows that so far as that question is concerned the plaintiff's right must be upheld. The plaintiff has in this suit claimed only as trustee in succession to his adoptive mother.
At this stage it is intimated on behalf of the appellants that in the view taken by us with regard to this question there are other questions raised on behalf of the appellants which would require to be considered and decided. For this purpose the case will be posted for hearing after the long vacation before any Bench hearing first appeals. Costs reserved.
[This appeal came on for final hearing on 1st August, 1927 before their Lorships Srinivasa Aiyangar and Reilly, JJ.].
JUDGMENT
Srinivasa Aiyangar, J.—This case came up originally for disposal before the learned Chief Justice and myself when two points of a preliminary character were argued for the appellants by their learned vakil. Now after the judgment has been delivered with regard to those two points, he intimated that there were other questions which he wished to raise on behalf of the appellants and it was necessary that those points should also be considered and disposed of.
Mr. Venkatarama Aiyar, the learned vakil, has now raised a very ingenious contention. The plaintiff in this action having sued for joint possession of the office of trusteeship along with the 1st defendant, it has been contended by Mr. Venkatarama Aiyar that the office of trusteeship was not on the date of the suit and is not even now vested in the plaintiff in such a manner as to entitle him to any such relief or possession because on the death of the adoptive father of the plaintiff his two widows succeeded to the office of trusteeship. Those two widows are still alive. They must still be regarded as having vested in them the trusteeship. Though the plaintiff might, having regard to the judgment of this Court, be regarded as having been validly adopted to the deceased, still such an adoption could only have the effect of divesting the widows only with regard to the private family property which has become vested in them as the legal representatives of their husband and must be limited to the property in which the deceased had a beneficial interest. There is no principle of law on which it can be held that the adoption by a widow of a person to her deceased husband has the effect of divesting not merely the personal estate which she has inherited from her husband but also any office such as the office of a trusteeship which she might have inherited from him. I think it might be conceded that there is no direct authority for the position that the adoption by a widow has the effect of divesting her of the office. It may be that there is no such decision because no one ever thought of raising any such contention. Practically therefore this question has to be considered and disposed of merely on the general principles of Hindu Law applicable to the point. The only case on which Mr. Venkatarama Aiyar placed great reliance for the purpose of supporting his contention, was the one reported in Mallikarjuna v. Sridevamma. That was a case of a promissory note. The suit was instituded by the widow who had succeeded as trustee in respect of certain choultry charities to her husband. In the High Court the adopted son was made a party and the defendant against whom the decree was passed appealed to the Privy Council and their Lordships in their judgment have dealt only with two pleas and contentions argued on behalf of the defendants-appellants. It was not contended in that case that the plaintiff who was suing on the note as representing the charity did not fill that character and no issue arose as to whether the trusteeship had then become vested in some other person. In fact Mr. Venkatarama Aiyar, while conceding that there was no plea of that character in that case and therefore no discussion of the question, merely argued that, if such contention was open, it was unlikely that the same would not have been put forward by the very learned counsel before their Lordships. However, having regard to the decision, it is prefectly clear that there are no statements in it and it is not a decision for any point that arises in this case. On the finding of their Lordships that the plaintiff filled in that case the character of the trustee of the charities on behalf of which she was suing to recover the amount of the promissory note it became clear that none of the questions that are argued here could have arisen. Then what is the principle on which the succession to the office of trusteeship depends? Primarily, as argued by Mr. Venkatarama Aiyar, himself, it depends upon the original terms of the foundation of the trust. If according to those terms a line of succession was prescribed, that would have to be followed. If not, it is clear that the trustee that is appointed will take office and will transmit the office to his heirs in succession if the true intention of the maker of the trust was that the office should be hereditary in the trustee. If not, there is also authority for holding that the trusteeship will revert to the family of the founder. In this case the curious point to be observed is that in the written statement filed on behalf of the defendants the office of trusteeship is clearly regarded, dealt with and contended to be just like all the other property of the family passing by survivorship and by succession. There was no plea put forward in the lower Court that the line of succession according to the rule of this institution was anything but hereditary. In fact it may be observed that the fact that the trusteeship is hereditary is the common foundation of the case of both the parties. In such a case what is to be observed is that the trusteeship, whether it is in the family of the trustee or in the family of the founder, must be held to vest in all persons who at the particular moment constitute the family, or, in other words, represent the family. There is no question of partition at all. Mr. Venkatarama Aiyar referred to the case in Sri Raman Lalji Maharaj v. Sri Gopal Lalji Maharaj and other cases where it was held that the office of trusteeship cannot be made the subject of a partition by a Court of law. There is no question of partition at all in this case. It is only an instance of the office coming to be held by a number of persons at the game time as joint possessors of the office. The prayer in the plaint in this case is only for that purpose. If according to the contentions which were common to both parties in this case the office of trusteeship was hereditary in this family then the simple question is who at the time of the institution of this suit should be regarded as representing the members of this family. Undoubtedly the plaintiff and the defendants. No doubt before the adoption the two widows represented their deceased husband, but their representative character continued and must be deemed to have continued until a valid adoption was made to their deceased husband. From the moment of that adoption they ceased to represent their husband, the family and the family estate and such representation became vested only in the adopted son. Therefore it follows that according to the assumed intention of the founder or according to the admitted rule of this institution the trusteeship should be regarded as hereditary in this family and it follows from the adoption of the plaintiff, the right to the office became vested in him. The matter may be put also in a slightly different manner. If as admitted, in the absence of any special provision with regard to succession to the office of trusteeship the ordinary rule of inheritance should be followed, it is clear, that the ordinary rule of inheritance being that the husband's estate becomes divested on a valid adoption being made and the office being property like other properties, it follows that this office which the widow is divested of becomes vested in the adopted son. In fact, in the case of Thandavaroya Pillai v. Shunmugam Pillai it was held by the learned Judges that when a trusteeship is vested in a family and the members of the family remain undivided, the senior member of the family is entitled to manage the family properties and also exercise the right of management vested in the family on behalf of the trust. They add at page 169:
“But until partition no junior member is entitled to management of the trust in rotation any more than he is entitled to such possession or management of any family property.”
The decision in this case seems clearly to point to the view of the learned Judges that there was no difference in this matter between the office of trusteeship and the estate of the family. Another case also cited by the learned vakil for the appellants is Kunjamani Dasi v. Nikunja Behari. In this case the learned Judges say that, when the office has become vested in persons who at the time constitute the heirs of the founder, upon the death of each member of the group it passes by succession to his heir. That also makes it abundantly clear that, when the office is held by a number of persons jointly, the right to the office on the death of any of the joint holders passes to his personal heirs, i.e, to those who would be his heirs in respect of his separate property. If so, it is difficult to see how on a widow making a valid adoption to her deceased husband and all the estate the right, title and interest of her husband becoming immediately vested in the adopted son, only the office of trusteeship continues to remain vested in her. It is unnecessary to refer at great length to all those decisions, many of them by their Lordships of the Judicial Committee, where effect has been given to the theory of the Hindu Law that the adopted son must for most purposes be regarded as having been born at the time of the death of the person to whom he is adopted. If the adopted son had been in existence, it cannot be denied that the office would have passed on to him and reference need not also be made to cases where it has been held that the vesting of the estate in the widow who has had from her husband authority to adopt is a sort of a suspended vesting and liable at any time to be divested on the exercise of the power. In fact, the effect of divesting has been extended even to collaterals as has been justly pointed out by Mr. Alladi Krishnaswami Aiyar. We are, therefore, of opinion that there is no point in the contention that the plaintiff did not succeed to the office of trusteeship on his being validly adopted as has been found by this Court already.
None of the other points which were raised in the Court below have been argued before us. It follows that the appeal fails and must be dismissed with costs.
The memorandum of objections is dismissed with costs, but any claim therein may be made the subject-matter of a separate suit.
Reilly, J.—I agree.
N. R. R.Appeal dismissed.
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