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Citation Codes
Equivalent Citations
citation codes
Case Number
Advocates
Judges
Acts
  • Order XXXV, the Succession Act and the Code of Civil Procedure.
  • SECTION 295 SUCCESSION ACT
  • Order XXXIV, Rule 50
  • Order XXXIV, Rule 62
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Cites
Cited by
Citation Codes
Equivalent Citations
citation codes
Case Number
Advocates
Judges
Acts
  • Order XXXV, the Succession Act and the Code of Civil Procedure.
  • SECTION 295 SUCCESSION ACT
  • Order XXXIV, Rule 50
  • Order XXXIV, Rule 62
Smart Summary

Structured Summary of the Opinion

Factual and Procedural Background

The petitioner applied for a grant of letters of administration with the will annexed in respect of the estate of Gudisai Narayanaswami Chetty, deceased. The respondent lodged a caveat against that grant. The present summons seeks to have the respondent's caveat struck off on the ground that the respondent has no interest in the deceased's estate.

It is common ground that the deceased and the respondent were members of a joint and undivided Hindu family. The petitioner alleges that a partition in status occurred on 7 June 1945; the will is dated 14 June 1945 and is said to dispose of the deceased's share after that partition. The deceased is alleged to have died on 21 January 1946.

In the petition for the grant the respondent was included among the relatives and was cited. The respondent filed a caveat and later a written statement. The caveat challenges the validity of the will (and the partition) on the ground that the testator was not in a sound and disposing mind in June 1945, having suffered a paralytic stroke and thereafter being affected in body and mind.

Separately, the petitioner instituted a partition suit (C.S. No. 129 of 1946) against the respondent and his sons; that suit is pending. The petitioner asks that the caveat be struck off, the respondent's written statement removed from the file, and that she be permitted to prove the will in common form.

Legal Issues Presented

  1. Whether the procedure adopted by the petitioner — namely a Judge's summons to strike off the caveat — is a proper procedure for deciding whether a caveator has sufficient interest to lodge a caveat, or whether the question must be decided only in the suit.
  2. Whether the respondent has such an interest in the deceased's estate (specifically as a reversioner) as would entitle him to lodge the caveat.

Arguments of the Parties

Petitioner's Arguments

  • The respondent has no interest in the deceased's estate and therefore was not entitled to lodge a caveat; the caveat should be struck off and the written statement removed.
  • Implicit in the petitioner's position is that the will (executed after an alleged partition) should be admitted to proof in common form and that the respondent lacks standing to oppose that probate.

Respondent's Arguments

  • Procedural objection: such a summons (to strike off the caveat) does not lie and the matter should be dealt with in the pending suit rather than by a separate Judge's summons.
  • Substantive plea: the respondent claims an interest in the estate as a reversioner. He also defends by alleging that the testator lacked testamentary capacity in June 1945 (due to paralytic stroke and age), and on that basis disputes both the will and the alleged partition.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Jammi Hanumantha Rao v. Aratla Letchamma (1926) 51 M.L.J. 563 : I.L.R. 49 Mad. 960 at 963 Authority for the proposition that a reversioner is entitled to oppose the grant of probate. The Court noted that it is not disputed that the respondent is a reversioner and cited this authority to support the proposition that a reversioner may oppose probate.
M.K. Sowbagiammal v. Komalangi Ammal (1928) 54 M.L.J. 382; on appeal I.L.R. 54 Mad. 24 : 59 M.L.J. 529 Statement of the test of interest by Venkatasubba Rao, J.: "does the grant displace any right to which the caveator would otherwise be entitled. If so he has such an interest, if not he has not." The Court applied this test to the facts: if a grant is made in favour of the petitioner it would displace the respondent's right as a reversioner, and therefore the respondent has sufficient interest to lodge a caveat.

Court's Reasoning and Analysis

The Court addressed the two points sequentially.

Procedural point: The respondent relied on Section 295 of the Succession Act and argued that a contentious matter should proceed as a regular suit and that the question of the caveator's right could only be decided in the pending suit. The Court observed that on lodging a caveat the petition and caveat were registered and numbered as a suit and a written statement filed, but the written statement need not (and typically does not) state the caveator's interest; that is to be stated in the affidavit supporting the caveat under Order XXXIV, Rule 50 of the Original Side Rules. In the present case, no express statement of interest appeared in that affidavit; the Court noted a possible explanation that citation had been issued to the caveator, leading him to think he was a necessary party. The Court rejected the respondent's submission that the matter could only be decided in the suit, relying on the established practice in the Probate Division in England where such matters are dealt with by summons (citing Tristram and Coote's Probate Practice). The Court also relied on Order XXXIV, Rule 62, which requires following the practice of the Probate Division of the High Court of Justice in England so far as applicable. Given this, the Court held that the procedure of deciding the question by summons was proper.

Substantive point (interest to lodge caveat): The respondent claimed an interest as a reversioner. The petitioner objected that this plea had not been raised in the affidavit or written statement and could not be raised for the first time on summons. The Court noted that the main ground of the caveat was lack of testamentary capacity affecting both the will and the alleged partition. While it is conceded that a mere denial of the title of the testator does not, by itself, entitle a person to lodge a caveat, the Court reasoned that if the respondent's contention (that the partition was invalid and the will invalid) were accepted, then the respondent could acquire a right by survivorship to the property and would therefore be a person whose right could be displaced by a grant. The Court accepted that the respondent could plead in the alternative — both that he was entitled as survivor of the joint family and alternatively as a reversioner if a partition were held to have occurred — and found no impropriety in such alternative pleas.

The Court then applied the test articulated in M.K. Sowbagiammal v. Komalangi Ammal: does the grant displace any right to which the caveator would otherwise be entitled? The Court concluded that a grant in favour of the petitioner would displace the respondent's rights as a reversioner (on the petitioner's case that the testator died possessed of an undivided half-share after partition). Therefore the respondent had a sufficient interest to lodge the caveat.

Given that the respondent's case contends that both the will and the alleged partition are invalid for lack of capacity in about June 1945, the Court found it convenient and appropriate that the testamentary proceedings (T.O.S. No. 9 of 1946) be heard along with the pending partition suit (C.S. No. 129 of 1946). The parties agreed this was the suitable procedure. The Court directed that T.O.S. No. 9 of 1946 be heard along with C.S. No. 129 of 1946, and ordered that the costs of the summons be costs in the cause in T.O.S. No. 9 of 1946.

Holding and Implications

Holding: The Court held that the respondent has an interest in the estate of the deceased and was entitled to lodge the caveat. The procedure of deciding the caveator's right by summons was held to be proper in the circumstances.

Implications and direct effects:

  • The petition to strike off the caveat was not granted; the respondent's caveat stands because he was held to have sufficient interest.
  • The Court directed that T.O.S. No. 9 of 1946 (the present testamentary summons) be heard together with the partition suit C.S. No. 129 of 1946, since the respondent's contentions as to incapacity affect both the will and the question of partition.
  • The costs of the summons were ordered to be costs in the cause in T.O.S. No. 9 of 1946.
  • No broader precedent-setting statement is recorded in the opinion beyond applying the established authorities and following the applicable procedural rule that the Court should follow the practice of the Probate Division where appropriate.

This summary is limited to the information explicitly contained in the provided opinion and does not add or infer facts beyond that text.

    Baggiammal v. G. Rajagopala Chetty

    1. The petitioner has applied for a grant of letters of administration with the will annexed to the estate of Gudisai Narayanaswami Chetty, deceased. The respondent has lodged a caveat against that grant. The object of the present summons is to have the respondent's caveat struck off on the ground that the respondent has no interest in the estate of the deceased. The following table will serve to show the relationship of the parties.

    2. It is common ground that the deceased and the respondent were members of a joint and undivided Hindu family ; but according to the petitioner, there was a partition in status on the 7th June, 1945. The will which is dated the 14th June, 1945, is on the footing of that partition and is a disposition by the deceased of his share in the family properties. It is alleged that the deceased died on the 21st January, 1946.

    3. In her petition for the grant, the petitioner included the respondent as one of the relatives of the deceased and accordingly citation was issued to him. In response he filed a caveat and later a written statement of his defence. The ground of the respondent's caveat shortly stated is that the deceased was not in a sound and disposing state of mind in June, 1945, when he is said to have made the will. He was then about seventy years of age and it is alleged had suffered a paralytic stroke. In consequence of this stroke and of his great age it is said that he was thereafter affected both in body and mind. According to the affidavit in support of the caveat and the written statement of defence, the respondent on this ground disputed the validity both of the will and of the alleged partition.

    4. The petitioner has filed a suit (C.S. No. 129 of 1946) in this Court against the respondent and his sons for partition of the family property by metes and bounds. The petitioner's daughter and grandson are also parties to this suit which is now pending.

    5. The petitioner's contention on the present summons is that the respondent has no interest in the estate of the deceased and accordingly was not entitled to file a caveat. On that ground she prays that the caveat may be struck off, the written statement removed from the file and that she may be permitted to prove the will in common form.

    6. The answer of the respondent is twofold. First he contends that such a summons does not lie and secondly he claims to have an interest in the estate of the deceased as a reversioner.

    7. The first point taken is purely procedural and is based on Section 295 of the Succession Act which provides that contentious cases are to take, as nearly as may be, the form of a regular suit. Now in accordance with the usual practice, on the lodging of the caveat the petition and the caveat were registered and numbered as a suit and a written statement was filed by the respondent. Necessarily, however, those pleadings do not deal with the question of the right of the caveator to lodge the caveat, for a caveator is not required to state his interest in the estate of the deceased in his written statement. According to Order XXXIV, Rule 50 of the Original Side Rules that must be stated in the affidavit filed in support of the caveat. In the present case there was no express statement in that affidavit of the interest relied on by the respondent ; but that omission, it seems to me, may well be due to the fact that citation was issued to the caveator which no doubt led him to suppose that he was regarded as necessary party to the proceedings. Be that as it may, the respondent's contention is that the decision of this question is one which can properly be dealt with only in the suit and not as is attempted here, on a Judge's summons in separate proceedings. I cannot accept that contention. As I have said, the point would not ordinarily arise on the petition and written statement, the pleadings in the "suit ", and it is I think, on that account that in similar proceedings in the High Court of Justice in England such a matter is dealt with by summons. The circumstances in which a summons for discontinuance of proceedings may be taken out are set out at page 378 of the 18th Edition of Tristram and Coote's Probate Practice. It is there stated that apart from the case of the taking out of such a summons by consent, it may be taken out, " where a caveator enters an appearance to a warning showing insufficient interest". It appears that in the English procedure the " warning " refers to the notice to appear issued against the caveator by the party whose application for a grant has been stopped and accordingly the case now before me would appear to have reached the point at which according to the English procedure a summons for discontinuance of proceedings would be the proper procedure to be taken by a petitioner who desired to establish that the caveator had insufficient interest to justify his lodging of the caveat. Order XXXIV, Rule 62 of the Original Side Rules provides that the practice and procedure of the Probate Division of the High Court of Justice in England shall be followed in this Court so far as they are applicable and not inconsistent with the terms of Order XXXV, the Succession Act and the Code of Civil Procedure. Thus, I am bound to follow the practice followed in the English Courts unless there is any other practice laid down. It seems to me that the only way in which this matter could be dealt with in the suit itself would be for the petitioner to apply for leave to file a reply in which she could include her present contention. There would then be room for raising an issue on the point. That however seems to me to be a somewhat cumbersome procedure when there is the established practice in the English Courts of disposing of the matter by summons. Accordingly I hold that the procedure now adopted is proper.

    8. The second point taken by the respondent is the substantial issue. He claims to be entitled to lodge a caveat by reason of his interest in the estate of the deceased as a reversioner. Now the petitioner's first objection to this plea is that it was not raised in either the affidavit in support of the caveat or in the written statement and she urges that it cannot now be raised for the first time on the summons. As I have said, the main ground of the caveat is that the will is invalid by reason of the fact that the testator was not in sound disposing mind at the time when he is alleged to have executed it. The partition in status relied on by the petitioner is alleged to have been effected at about the same time and the respondent urges that both are invalid by reason of the mental incapacity of the testator. Consequently, with this plea the defence of the respondent proceeds to aver that as there was no partition, the property which it is alleged the testator disposed of by the will passed to the respondent by survivorship and accordingly that the testator did not die possessed of any properties and that on that ground his will must necessarily be inoperative. Now it is conceded by Counsel on behalf of the respondent that the denial by him of the interest of the testator in the properties cannot entitle him to file a caveat. It is of course a denial of the title of the testator and no person denying the testator's title can on that account alone be entitled to lodge a caveat. But in my view this does not dispose of the matter for if it is held contrary to the respondent's main contention, that there was a valid partition in status, the respondent would be entitled as a reversioner in the event of its being held that the will now sought to be proved was invalid. Thus in that event the respondent clearly has an interest in the estate of the deceased. Counsel for the petitioner has urged that to take this view of the matter involves allowing the respondent to raise two entirely inconsistent pleas. I cannot accept that contention. There would in my view be no impropriety in the respondent pleading that he was entitled to the whole estate as survivor of the joint undivided Hindu family, and in the alternative, that if a partition was held to have taken place he was entitled as a reversioner. If it is held in the suit now pending that there was a valid partition, the respondent will necessarily become a reversioner and could only be displaced in that right by the acceptance as valid of the will now put forward.

    9. It is not disputed that the respondent is a reversioner though not the presumptive reversioner and as was held in Jammi Hanumantha Rao v. Aratla Letchamma (1926) 51 M.L.J. 563 : I.L.R. 49 Mad. 960 at 963.

    It has been consistently held that a reversioner is entitled to oppose the grant of probate.

    The correctness of the decision in that case was doubted in M.K. Sowbagiammal v. Komalangi Ammal (1928) 54 M.L.J. 382 on appeal I.L.R. 54 Mad. 24 : 59 M.L.J. 529. But those doubts were not on this point. In M.K. Sowbagiammal v. Komalangi Ammal (1928) 54 M.L.J. 382 on appeal I.L.R. 54 Mad. 24 : 59 M.L.J. 529. Venkatasubba Rao, J., stated the test of interest as follows:

    The testis, does the grant displace any right to which the caveator would otherwise be entitled. If so he has such an interest, if not he has not.

    Now applying this test to the present case it seems to me clear that if a grant is made in favour of the petitioner it necessarily follows that the respondent's right as a reversioner will be displaced. Of course that right will not arise if the alleged partition is not established ; but it seems that that is a consideration of no importance in the present case which is one to establish the validity of the will and which proceeds on the footing that there was a partition. To put it in another way, it is the petitioner's case that the testator died possessed of an undivided half share in what were formerly joint family properties. If her case on that footing is established, then the respondent clearly has a right to be present when the will which will operate to displace his right as a reversioner is probated.

    10. Accordingly I hold that the respondent has an interest in the estate of the deceased and was entitled to lodge the caveat., In the circumstances of this case and as it is the respondent's contention that both the will and the partition are invalid by reason of the testator's incapacity in or about June, 1945, it seems to me that the testamentary suit will be most conveniently dealt with along with the partition suit, C.S. No. 129 of 1946, and the parties agree that this would be the most suitable procedure to adopt. Accordingly I direct T.O.S. No. 9 of 1946 to be heard along with C.S. No. 129 of 1946.

    11. The costs of this summons will be costs in the cause in T.O.S. No. 9 of 1946.

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    Comments

    Baggiammal v. G. Rajagopala Chetty
    (Dec 16, 1946)