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  • sub-section (d) of section 15 of the Hindu Succession Act (hereinafter referred to as the H.S Act)
  • section 283 of the Indian Succession Act, 1956 particularly sub-section (c) of this section
  • clause (c) of section 283(1) of the Indian Succession Act
  • SECTION 15 HINDU SUCCESSION ACT 1956
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citation codes
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  • sub-section (d) of section 15 of the Hindu Succession Act (hereinafter referred to as the H.S Act)
  • section 283 of the Indian Succession Act, 1956 particularly sub-section (c) of this section
  • clause (c) of section 283(1) of the Indian Succession Act
  • SECTION 15 HINDU SUCCESSION ACT 1956
Smart Summary

Structured Summary of the Opinion (Tarun Chatterjee, J.; Asit Kumar Bisi, J. agreed)

Factual and Procedural Background

This appeal arises from an order dated 1 August 2001 (C.A.N. No. 4747 of 2000 in connection with P.L.A. No. 94 of 2000) in which a learned Judge allowed an application filed by the alleged executor to discharge a caveat that the appellants (brothers of the deceased) had filed on 11 August 2000 in a probate proceeding.

Facts as stated in the opinion: Smt. Bakul Banerjee, a spinster, purportedly executed a will dated 26 July 1994 in favour of her sister, Smt. Sujata Sengupta, giving the sister absolute power to dispose of the property (premises No. AB-124, Salt Lake City). Mr. Sadhan Banerjee was named executor and applied for probate. The deceased's brothers (the present appellants) filed a caveat in the probate proceedings. The executor applied to discharge that caveat, and the trial judge allowed the executor's application on the ground that the appellants lacked locus standi under section 15 of the Hindu Succession Act because the deceased's mother is alive and, in ordinary succession, would inherit before the brothers.

The brothers appealed against the order discharging their caveat. The court notes that the parties agreed the appeal could be taken up and disposed of on the day it was listed.

Legal Issues Presented

  1. Whether the appellants (the deceased's brothers) are entitled to enter a caveat and contest the probate proceeding — i.e., whether they have "any interest in the estate of the deceased" within clause (c) of section 283(1) of the Indian Succession Act, 1925 (as cited).
  2. Whether section 15 of the Hindu Succession Act, 1956, which prescribes the order of succession for a Hindu female who died intestate or without alienating property, precludes the brothers from having locus standi to oppose probate while the mother is alive.
  3. Whether the trial judge was justified in discharging the appellants' caveat on the ground that they had no locus standi under section 15 of the Hindu Succession Act.

Arguments of the Parties

Appellants' Arguments (Mr. Ghosh)

  • Contended that any interest, however slight, is sufficient to entitle a person to oppose a testamentary instrument.
  • Relied on clause (c) of section 283 of the Indian Succession Act (section 283(1)(c)) to argue that the brothers fall within the phrase "all persons claiming to have any interest in the estate of the deceased."

Executor / Respondent's Arguments (Mr. Ashoke Banerjee)

  • Contended that even if the Will is not probated, the brothers would not inherit the deceased's estate while the mother is alive, by virtue of section 15 of the Hindu Succession Act; therefore the brothers lack locus standi to contest probate.
  • Asserted that the trial judge's discharge of the caveat was therefore justified.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Brindaban Chandra Shaha v. Sureswar Shaha Paramanick, 10 CLJ (Sir Asutosh Mukherjee) Explained that a Hindu reversioner (who has no present alienable interest) may still be entitled to appear in a probate proceeding; supported the proposition that a reversioner may have a sufficient interest to protect or affect the devolution of the estate. The court relied on this authority to support the interpretation that a person with no present alienable interest may nonetheless have a sufficient (even if contingent) interest to enter a caveat and contest probate.
Satindra Mohan Tagore v. Sarala Sundari Debi, 27 Calcutta Law Journal (Sanderson, C.J.) Held that when an immediate reversioner does not contest probate, the next reversioner may enter a caveat and contest because the next reversioner has sufficient interest. The court used this decision to show that a next reversioner (i.e., someone who will inherit only in future contingencies) can have sufficient interest to enter a caveat and contest probate.
Haripada Saha v. Ghanasyam Saha, 49 CWN (Dr. Bijan Kumar Mukherjee) Held that any interest, however slight, and even the bare possibility of an interest, is sufficient to entitle a person to enter a caveat in a probate proceeding. The court relied on this case to adopt the formulation that "any interest, however slight, and even the bare possibility of an interest" suffices for locus standi to enter a caveat; it applied that formulation to find that the appellants possess such a possibility.

Court's Reasoning and Analysis

The court examined the competing statutory provisions and precedents cited by the parties. Central to its reasoning was the interpretation of the phrase "claiming to have any interest in the estate of the deceased" in clause (c) of section 283(1) of the Indian Succession Act.

Step-by-step analysis as stated in the opinion:

  1. The court recounted that section 15 of the Hindu Succession Act prescribes the order of devolution for a Hindu female who died having acquired property by herself: first to children and husband, second to heirs of husband, third to mother and father, fourth to heirs of father, and fifth to heirs of mother. It observed that on the facts the deceased's mother is alive and would take in usual succession before the brothers.
  2. The court considered authoritative case law interpreting section 283(1)(c) of the Indian Succession Act. It quoted Brindaban Chandra Shaha to the effect that a Hindu reversioner, though having no present alienable interest, may still be substantially interested in the devolution or protection of the estate.
  3. The court cited Satindra Mohan Tagore to show that a next reversioner may enter caveat where the immediate reversioner does not contest the probate proceedings, and Haripada Saha for the proposition that any interest, however slight, or even a bare possibility of interest, suffices to entitle a person to enter a caveat.
  4. Applying those authorities to the facts, the court observed that although the brothers do not have a present right to immediate succession while the mother is alive, there exists a realistic possibility that the brothers may inherit the deceased's estate in future (upon the mother's death) unless the mother transfers the property by will or other means.
  5. Consequently, the court concluded that the appellants possess a "slight interest" or "bare possibility of an interest" in the estate, which is sufficient under section 283(1)(c) to entitle them to enter a caveat and contest the probate proceeding.
  6. The court also noted a procedural point: the executor's application to discharge the caveat did not raise a defence that the appellants were not entitled to enter a caveat solely because section 15 of the Hindu Succession Act would place the mother ahead of them. Because this point was not raised in the executor's application, the trial judge was not justified in discharging the caveat on that ground at that stage.

Holding and Implications

Core Ruling: The appeal is allowed and the impugned order discharging the appellants' caveat is set aside.

Specific disposal and direct consequences:

  • The impugned order is set aside and the appeal is allowed.
  • The executor's application to discharge the caveat is rejected.
  • The interlocutory application (in view of the order passed) is declared infructuous and disposed of.
  • There will be no order as to costs.
  • The appellants are entitled to contest the probate proceeding in accordance with law; time to file affidavits in support of the caveat is extended for two weeks after the Christmas vacation.
  • The learned Trial Judge is requested to dispose of the probate proceeding as early as possible, preferably within one year from communication of this order.

Broader implications: The opinion adopts and applies established precedents to reaffirm that a contingent or future interest (a "slight interest" or a "bare possibility" of interest) is sufficient for locus standi to enter a caveat in a probate proceeding. The court did not purport to create a new rule of law beyond applying those earlier authorities to the facts of this case.

End of summary — based exclusively on the text of the provided opinion.

    Benoy Krishan Banerjee & Anr. v. Sadhan Ranjan Banerjee

    Tarun Chatterjee, J.:— When some argument was advance by the learned Counsel for the parties on the question of grant of interim relief, it was suggested by the learned Counsel for the parties that the appeal itself could be treated as on day's list and disposed of. Such being the stand taken by the parties we had taken up the hearing of the appeal itself and disposed of by this judgment.

    2. This appeal is preferred against the judgment and/or order passed by a learned Judge on 1st August, 2001 in C.A.N No. 4747 of 2000 in connection with P.L.A No. 94 of 2000 by which the application filed by the executor respondent for discharging the caveat filed on August 11, 2000 at the instance of the appellants was allowed.

    3. Smt. Bakul Banerjee who was a spinster executed a Will in respect of her estate being premises No. AB-124, Salt Lake City, Sector-I, within Salt Lake Police Station (North) Calcutta -700064 in favour of her sister Smt. Sujata Sengupta wife of one Shri Mukul Sengupta with absolute right to dispose of the property. This will was alleged to have been executed by Smt. Bakul Banerjee on 26th July, 1994 in which Mr. Sadhan Banerjee was made an executor of the same. Shri Sadhan Banerjee has made an application for grant of probate ??? the Will alleged to have been executed by Smt. Bakul Banerjee in this Court in the said probate proceeding the appellants who are the brothers of the deceased Smt. Bakul Banerjee filed a caveat which was allowed. However ??? application was made by the alleged executor Sri Sadhan Banerjee for discharging the caveat. This application for not permitting the appellants to contest the probate proceeding was allowed by the learned Judge by the impugned Order only on the ground that the appellants could not be said to have any locu standi to contest the probate proceeding in view of section 15 of the Hindu Succession Act, 1956 which says that on the death of a Hindu female who ??? acquired property by herself, the estate of such a Hindu female dying ??? shall devolve upon:—

    (a) firstly, upon the sons and daughters (including the children of any ??? deceased son or daughter) and the husband;

    (b) secondly, upon the heirs of the husband;

    (c) thirdly, upon the mother and father;

    (d) fourthly, upon the heirs of the father; and

    (e) lastly, upon the heirs of the mother.

    4. Admittedly the appellants are the brothers of the deceased. It is true that their mother is still alive. It is also true that on the death of Smt. Bakul Banerjee who was a spinster, the property in usual succession shall devolve upon the mother in view of section 15 of the Hindu Succession Act when the father is not alive. It is equally true that sub-section (d) of section 15 of the Hindu Succession Act (hereinafter referred to as “the H.S Act”) comes after the devolution of the property of the deceased Smt. Bakul Banerjee on her mother in view of sub-section (c) of section 15 of the Act. Therefore, it is true that on the death of Smt. Bakul Banerjee the estate of the deceased would devolve upon her mother by usual succession. The appellants would come to inherit the estate of the deceased only on the death of their mother as heirs and legal representatives of the deceased Smt. Bakul Banerjee along with the beneficiary of the Will who was the sister of the deceased. As noted hereinearlier, the learned Trial Judge held that since the mother is very much alive, the brothers who are the appellants before us had no locus standi to contest the probate proceeding as, even if the Will is not found to be genuine by the Court, in that case also the brothers cannot get the property of the deceased as the mother is very much alive. Feeling aggrieved by this order this appeal has been preferred by the brothers before us.

    5. Mr. Ghosh appearing on behalf of the brothers/appellants contended that any interest, however slight, is sufficient to entitle a party to oppose a testamentary paper or instrument. In this connection Mr. Ghosh had drawn our attention to section 283 of the Indian Succession Act, 1956 particularly sub-section (c) of this section and contended that since the brothers of the deceased had interest, however slight it may be, would come within the meaning of “all persons claiming to have any interest in the estate of the deceased.” This submission of Mr. Ghosh was contested by Mr. Ashoke Banerjee appearing on behalf of the executor/respondent. Mr. Banerjee contended that even if the Court finds that the Will cannot be probated in that case also the brother/appellants would not inherit the alleged estate of the deceased Smt. Bakul Banerjee in view of section 15 of the Act and therefore, Mr. Banerjee contended that the appellants although they are the brothers of the deceased had no locus standi to contest the probate proceeding. Accordingly Mr. Banerjee contended that the learned Trial Judge was fully justified in discharging the caveat filed at the instance of the appellants.

    6. Having heard the submissions of the learned counsel for the parties as noted hereinabove, we are of the view that the learned Trial Judge was not justified in allowing the application filed by the executor/respondent for discharging the brothers/appellants to contest the probate proceeding. The expression “claiming to have any interest in the estate of the deceased”, occurring in clause (c) of section 283(1) of the Indian Succession Act came up for interpretation way back in the year 1909 before this Court. In the case of Brindaban Chandra Shaha v. Sureswar Shaha Paramanick, 10 CLJ Sir Asutosh Mukherjee at page 268 of the said decision observed as follows:

    “It is obvious that the contention of the appellant reduces to the position that a Hindu reversioner is not entitled to appear in a probate proceeding because he does not possess a present alienable interest in the estate left by the deceased, a position for which, so far as we are aware, there is no authority, and against which, it was not disputed by the learned vakil for the appellant, weighty reasons may be assigned on principle …. Although a reversioner under the Hindu law has no present interest in the property left by the deceased, yet it is not manifest that he is substantially interested in the protection or devolution of the estate.”

    (emphasis supplied).

    7. Again in the case of Satindra Mohan Tagore v. Sarala Sundari Debi, 27 Calcutta Law Journal at page 320 Sanderson, C.J, said in the Division Bench of this Court “When an immediate reversioner was not contesting the probate proceeding by filing a caveat it was open for the next reversioner to enter caveat and contest the probate proceeding as the next reversioner had sufficient interest to entitle them to enter caveat and contest the probate proceeding.” (emphasis supplied). In the case of Haripada Saha v. Ghanasyam Saha 49 CWN at page 713, Dr. Bijan Kumar Mukherjee, (as His Lordship then) also laid down that any interest, however slight, and even the bare possibility of an interest is sufficient to entitle a person to enter caveat in a probate proceeding. From the foregoing decisions it can be easily deduced that the expression “claiming to have any interest in the estate of the deceased” as occurring in clause (c) of section 283(1) of the Act would mean any interest, however slight, and even the bare possibility of an interest which would be sufficient to entitle a person to enter a caveat and contest the probate proceeding. Admittedly the deceased Smt. Bakul Banerjee died leaving her mother, the brothers who are the appellants before us and the sister on whom the estate of the deceased would devolve on grant of probate. The mother has not come forward to challenge the Will of her daughter Smt. Bakul Banerjee since deceased. It is true that in view of section 15 of the Hindu Succession Act the mother would inherit the property of the deceased Smt. Bakul Banerjee in the event probate is refused by the Court. But at the same time one fact cannot be lost sight of. It is an admitted position that on the death of the mother of the deceased, the present appellants being the brothers of the deceased and sons of the mother of the deceased along with the sister would come to inherit the estate of the deceased Smt. Bakul Banerjee if the property of the deceased is not transferred to any other person by the mother either by executing of a Will or by any other means. Therefore, in our view, there is a slight interest or a bare possibility of an interest in the estate of the deceased Smt. Bakul Banerjee so far as the brothers/appellants are concerned, to inherit the property of the deceased on the death of their mother. That being the position, we must hold that there is slight interest or a bare possibility of an interest of the appellants in the estate of the deceased which entitles the appellants to enter caveat in the probate proceeding. There is another aspect of this matter. From the application for discharge, we also do not find any defence being taken by the executor/respondent as to whether the appellants were not entitled to enter caveat only because they would not come to inherit the estate of the deceased before the death of their mother in view of section 15 of the Hindu Succession Act, 1956. Such question not having been raised by the executor/respondent in their application at this stage, we are afraid that the learned Judge was not justified to discharge the caveat of the appellants which was already granted earlier.

    8. For the reasons aforesaid we are unable to sustain the impugned order which is under challenge in this appeal. Accordingly the impugned order under appeal is set aside and the appeal is allowed. The application filed by the respondent for discharging the caveat is hereby rejected. In view of the order passed in the appeal interlocutory application has now become infructuous and is accordingly disposed of.

    9. There will be no order as to costs.

    10. The appellants will be entitled to contest the probate proceeding in accordance with law. Time to file affidavits in support of the caveat is extended for a period of two weeks after the Christmas vacation. The learned Trial Judge is requested to dispose of the probate proceeding as early as possible preferably within a year from the date of communication of this order.

    Asit Kumar Bisi, J.:— I agree.

    Appeal allowed.
    A.A

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    Benoy Krishan Banerjee & Anr. v. Sadhan Ranjan Banerjee
    (Dec 18, 2001)