Professional Documents
Culture Documents
Premavathy AP Balakrishnan V DR Premalatha AP Rama Govinda
Premavathy AP Balakrishnan V DR Premalatha AP Rama Govinda
The instant appeal arose out of contentious probate proceedings involving the E
will of a medical doctor (‘the deceased’) who had deliberately excluded his wife
(‘the respondent’) from the will. The respondent, also a medical doctor, had
been married to the deceased for 13 years prior to his death one month after he
made the will. The relationship between the parties had deteriorated to the
point that the respondent had petitioned for divorce around the time of the F
deceased’s death. The appellant was the deceased’s eldest sister and also the
alternate executor and trustee of his will. Among the properties the deceased
bequeathed under his will was a house (‘the Klang house’) that he had entered
into an agreement to buy one year after his marriage to the respondent and in
which the couple had lived for five years before his death. The Klang house G
became a thorny issue in the probate proceedings as the respondent claimed
that she and her parents had contributed towards its purchase while the
deceased’s parents claimed that they were the ones wwho had contributed. The
court action was commenced by the respondent who sought to nullify the will
after the appellant had obtained the grant of probate. The issues before the H
court were whether the will was valid and whether the Klang house was a
matrimonial asset which the deceased or his estate held on trust for the
respondent. After a full trial, the High Court decided that the will was valid and
effective; that the Klang house was a matrimonial asset in which the deceased or
his estate held a half-share on trust for the respondent and that the respondent I
had beneficial rights to the house based on contributions that she and her
parents had made towards its acquisition. In her instant appeal against the
decision, the appellant wanted the Court of Appeal (‘COA’) to uphold the
validity of the will, set aside the rest of the High Court’s decision and dismiss
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 377
A the respondent’s action. The respondent’s cross-appeal was for the COA to
declare the will invalid. At the appeal hearing, the appellant submitted that the
trial judge erred in, inter alia: (a) finding that the Klang house was a
matrimonial asset in which the deceased held a half-share on trust for the
respondent; (b) not finding that the Klang house was bought and paid for by
B the deceased and that it was wholly his property to dispose of according to his
will; and (c) not giving effect to the deceased’s categorical assertions in the will
that he was deliberately excluding the respondent from his will. The
respondent, on the other hand, submitted that: (i) there was ample
documentary evidence to show that the Klang house was a matrimonial asset,
C
that she and her parents had contributed towards its acquisition and that she
had also contributed to the household maintenance and expenses during the
time she lived there together with the deceased; and (ii) the appellant failed to
discharge her burden of proving that the deceased had testamentary capacity
D when he executed the will and also failed to dispel any suspicious circumstances
surrounding the making of the will. The respondent had contended that the
deceased was suffering from a disease which might have compromised his
mental capacity at the time the will was made and executed.
F (2) This court found that during their marriage, the deceased and the
respondent had purchased the Klang house as their matrimonial home
and lived in it together until the deceased’s demise. The trial judge had
considered the respondent’s and her mother’s evidence with supporting
documentary evidence to show that they had contributed financially to
G the deposit payment as well as the monthly instalment payments for the
house. The appellant’s witness, SD2, on the other hand, could not
produce any evidence to support his assertion that he had paid towards
the deceased’s acquisition of the house. In totality, the evidence showed
that the Klang house was indeed a matrimonial asset of the deceased and
H the respondent (see paras 65(a)–(b)).
(3) The matrimonial asset in this case could not be divided under s 76 of the
Law Reform (Marriage and Divorce) Act 1976 because the respondent’s
marriage to the deceased was dissolved naturally upon his death. The trial
judge did not err in law or in fact when he held that a half share of the
I matrimonial asset was held by the deceased on a resulting/constructive
trust for the benefit of the respondent. The half-share was a fair, just and
reasonable division in the circumstances. This meant that the deceased
could only give away his 50% share in the matrimonial home under his
will (see paras 65(e)–(f ), (i) & (l)–(m)).
378 Malayan Law Journal [2020] 2 MLJ
(4) The uncontroverted evidence of SD3 and SD4, who witnessed the A
execution of the will by the deceased, showed that the technical and/or
formal statutory requirements of s 5 of the Wills Act 1959 had been
complied with. Their testimonies also showed that the deceased’s mental
state during his meetings with them right up to the time of the execution
of the will was lucid and sound. The appellant had also established that B
the deceased was of sound mind, memory and understanding when he
executed the will. On the face of it, the will was rational and as such the
presumption arose in law that the deceased had testamentary capacity.
The contents of the medical report on the deceased produced by the
respondent were never agreed upon by the appellant. The maker of the C
report was never called to testify. As such, there was no independent
medical evidence to show that the deceased did not have testamentary
capacity to execute the will. From all of the evidence adduced, there was
nothing suspicious about the making of the will in the instant case (see
paras 65(aa)–(ac), (ae)–(af ) & (ah)). D
Cases referred to
G
Banks v Goodfellow (1870) LR 5 QB 549, QBD (refd)
Boughton and another v Knight and others [1861–73] All ER Rep 40; (1873)
LR 3 P & D 64 (refd)
Carmel Mary Soosai v Josephine Lourdasamy Ratnavathy R Soosai & Ors [1987]
CLJ Rep 498, HC (refd) H
Ch’ng Kheng Phong v Chung Keng Huat & Ors [2011] 8 MLJ 32, HC (refd)
Ching Seng Woah v Lim Shook Lin [1997] 1 MLJ 109; [1997] 1 CLJ 375, CA
(refd)
Eu Boon Yeap & Ors v Ewe Kean Hoe [2008] 2 MLJ 868, CA (refd)
Gan Yook Chin (P) & Anor v Lee Ing Chin @ Lee Teck Seng & Ors [2005] 2 MLJ I
1; [2004] 4 CLJ 309, FC (refd)
Hussey v Palmer [1972] 3 All ER 744, CA (refd)
Lee Ing Chin @ Lee Teck Seng & Ors v Gan Yook Chin & Anor [2003] 2 MLJ 97,
CA (refd)
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 381
A Ong Eng Hock & Anor v Ong Cheng Guan & Anor [2018] 5 MLJ 701; [2018]
7 CLJ 154, FC (refd)
Sarah binti Abdullah @ Hew Lee Ling (P) [1999] MLJU 586, HC (refd)
Tan Cheu Kee v Lim Siew Hwa [2016] MLJU 1599; [2016] 1 LNS 1684, HC
(refd)
B Tay Choo Foo @ Tay Chiew Foo v Tengku Mohd Saad @ Tengku Arifaad bin
Tengku Mansur & Ors (all acting as administrators of the estate of Tunku
Mansur bin Tunku Yaacob, deceased) and another appeal [2009] 1 MLJ 289;
[2009] 2 CLJ 363, CA (refd)
Tho Yow Pew & Anor v Chua Kooi Hean [2002] 4 MLJ 97; [2002] 4 CLJ 90,
C CA (refd)
Udham Singh v Indar Kaur [1971] 2 MLJ 263, FC (refd)
Wachtel v Wachtel [1973] 1 All ER 829, CA (refd)
Wong Kim Foong (F) v Teau Ah Kau @ Chong Kwong Fatt [1998] 1 MLJ 359;
[1998] 1 CLJ 358, HC (refd)
D Yoong Sze Fatt v Pengkalen Securities Sdn Bhd [2010] 1 MLJ 85, CA (refd)
Legislation referred to
Evidence Act 1950 s 114(g)
Inheritance (Family Provisions) Act 1971 s 3
E Law Reform (Marriage and Divorce) Act 1976 s 76
Wills Act 1959 s 5
INTRODUCTION
[1] The appeal before this court was brought by the appellant vide a notice
H of appeal dated 5 September 2018. Notwithstanding the appellant’s appeal, the
respondent has also filed a notice of cross-appeal dated 2 November 2018.
[2] The appellant in this present appeal was the defendant (Premavathy a/p
Balakrishnan), whereas the respondent was the plaintiff (Dr Premalatha a/p
I Rama Govinda) in the Taiping High Court Writ Summons No AB
22NCVC-14–06 of 2017 (‘the Taiping writ’).
[4] The respondent filed the Taiping writ against the appellant on 13 June A
2017 to nullify the will dated 14 February 2016 left behind by
Dr Ganeshwaran a/l KT Balakrishnan (‘the Dr Ganeshwaran’).
[5] The case went for a full trial and hearing of seven witnesses including
both the appellant and the respondent. The agreed issues to be tried at the High B
Court were mainly whether the will dated 14 February 2016 was valid and
whether the Klang house is a matrimonial asset or Dr Ganeshwaran or his
estate held the Klang house on trust for the respondent.
C
[6] After hearing the testimony of the various witnesses and the issues, the
learned judicial commissioner (‘the learned JC’) held that the will dated
14 February 2016 is valid and effective (‘adalah sah dan berkuatkuasa’) (at p 7,
para 11 rekod rayuan tambahan).
D
[7] However, despite holding that the late Dr Ganeshwaran’s will dated
14 February 2016 was valid and effective, the learned JC went on to hand down
several ancilliary and related orders.
[9] The appellant and the respondent are not satisfied with a portion of the
above order. The appellant is essentially appealing against paras 2–6 of the
B order dated 9 August 2018 for this court to vary the order in the manner that
para 1 of the order to be maintained, the remaining paragraphs to be removed
and substituted with an order that the respondent’s suit against the appellant is
to be dismissed with costs to be payable by the respondent to the appellant.
C
[10] The respondent appealed against para 1 of the order for this court to
vary the order to the extent that Dr Ganeshwaran’s will dated 14 February 2016
to be invalidated, rendered ineffective and thereby struck down.
AGREED FACTS
D
[11] Before the High Court, the agreed facts are as follows:
(a) the respondent is the widow of Dr Ganeshwaran a/l KT Balakrishnan;
E (b) the appellant, Premavathy a/p Balakrishnan who is the eldest sister of
Dr Ganeshwaran is the alternate executor and trustee appointed by
Dr Ganeshwaran in his will dated 14 February 2016;
(c) the respondent and Dr Ganeshwaran were married on 6 July 2003 and
were previously working in Taiping;
F
(d) Dr Ganeshwaran had executed a sale and purchase agreement dated
31 May 2004 to purchase a house with an address at No 62, Lebuh Peria,
Taman Radzi, 41200 Klang, Selangor Darul Ehsan (‘the Klang house’);
(e) the respondent and Dr Ganeshwaran had previously stayed with
G Dr Ganeshwaran’s family in Taiping and thereafter had moved out into
a rented house in Taiping;
(f) around the year 2008, the respondent and Dr Ganeshwaran moved out
of Taiping, Perak;
H (g) both the respondent and Dr Ganeshwaran were medical doctors;
(h) Dr Ganeshwaran was having some health problems and had been
treated by one, Dr Ganesanathan Shanmuganathan (‘the
gastroentologist’);
I (i) there were divorce proceedings pending between the respondent and
Dr Ganeshwaran at the point in time of Dr Ganeshwaran’s death on
14 March 2016. In the then pending divorce proceedings, the
respondent was represented by Messrs M Jayasingam & Co, whereas
Dr Ganeshwaran was represented by Messrs Sada Raman & Co;
384 Malayan Law Journal [2020] 2 MLJ
[14] Briefly, the five grounds can be summed up in the following that the
learned JC erred in fact and in law: H
(a) when he decided that the Klang house was not the deceased
Dr Ganeshwaran’s entirely and half of it was held on trust for the
respondent and cannot be subject to the deceased’s will dated
14 February 2018 despite the will being held to be valid and effective;
I
(b) in arriving at his decision dated 9 August 2018, when by all accounts he
took into account irrelevant considerations and failed to take into
account relevant consideration;
(c) when he allowed the respondent’s claim partially with costs;
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 385
A (d) failed to make accurate factual evaluations in arriving at his findings and
handing down his decision dated 9 August 2018; and
(e) applied wrong and irrelevant principles of law in arriving at his decision
on 9 August 2018.
B
[15] The appellant’s complaint is against the findings of the learned JC that
there is a trust in favour of the respondent based on the following facts:
(a) merely making reference to a Maybank account savings book that is
submitted by the respondent’s mother (SP2), that there is evidence of
C payment of deposit for the Klang house;
(b) accepting the evidence of the appellant’s father (SD2) that he paid the
deposit for the Klang house merely because he did not furnish his bank
account transaction details which were more than 14 years ago;
D (c) accepting the evidence of the respondent that she contributed to the
maintenance of the Klang house as well as the medical expenses of the
deceased, Dr Ganeshwaran when the respondent fails to produce a
single receipt of payment for any instalment payment nor for any
payment of household expenses whatsoever nor medical expenses;
E
(d) without any documentary and in particular medical evidence he
accepted unsubstantiated and totally uncorroborated and unsupported
testimony as well as the bare allegation of the respondent that
Dr Ganeshwaran had an alcohol addiction;
F (e) accepting that the respondent transferred funds from her account to the
deceased, Dr Ganeshwaran’s account when there is not even an iota of
evidence nor a single transaction which can be adduced or established by
reference to the respondent’s Maybank statements that has been
submitted;
G
(f) in the absence of any medical evidence whatsoever, he accepted that the
deceased, Dr Ganeshwaran had serious health problems and that it was
the respondent who played the main role in running the household
when her testimony was thoroughly challenged and her evidence
H discredited in cross-examination;
(g) failing to accept the evidence against the respondent which is admitted
by the respondent herself that the respondent was dismissed from
government service, that she never held any other permanent positions
and even if she did, the respondent failed to adduce any evidence
I whatsoever of her service with anybody nor proof of any income
whatsoever during the entire course of the trial; and
(h) further the learned JC failed to take into account the following:
(i) the respondent did not even know that the Klang house had been
386 Malayan Law Journal [2020] 2 MLJ
A respondent’s bare assertion that such a sum was actually given must also
fail.
[16] In the circumstances, it was submitted that the only one veritable
conclusion can be arrived at, in that, at all material times, the Klang house was
B bought and paid for by Dr Ganeshwaran alone and remains his assets which is
to be disposed according to his last will and testament dated 14 February 2016.
[17] The appellant highlighted the following errors in law made by the
C learned JC as follows:
(a) that the learned JC used the terminology ‘matrimonial asset’ instead of
the ‘deceased’s asset’ or the deceased’s estate to reach a decision in this
matter;
D (b) when the Klang house was divided equally without any basis and
reliance of any prevailing and applicable legal provision;
(c) when the learned JC applied and referred to the wrong provisions of law
ie the Law Reform (Marriage and Divorce) Act 1976 to arrive at his
decision;
E
(d) when the learned JC failed to apply the correct provisions of law namely
the provisions contained in the Wills Act 1959 and the Inheritance
(Family Provisions) Act 1971 in reaching his decision;
(e) when the learned JC decided that the Klang house was a matrimonial
F
asset and as such the respondent was entitled to a portion of it based on
the principles of resulting trust when in the course of the trial, the
respondent failed to adduce any elements of resulting trust whatsoever
either in fact or in law;
G (f) when the learned JC applied the wrong principles of law in deciding that
Dr Ganeshwaran cannot will out the Klang house in entirety, which is
registered solely in his name, despite the respondent failing to show any
legal right to the Klang house;
(g) when the learned JC failed to base his decision on any applicable legal
H
principles and trust principles especially on any principles of resulting
trust which is said to arise in favour of the respondent, when in effect, it
is totally non-existent; and
(h) when the learned JC failed to apply the correct and applicable legal
I provisions canvassed by the appellant and which stands in favour of the
appellant.
[18] The appellant submitted that the legal position in this matter is actually
quite simple and straight forward that Dr Ganeshwaran died leaving behind his
388 Malayan Law Journal [2020] 2 MLJ
will dated 14 February 2016. The will had confirmed with all the provisions of A
the Wills Act 1959 and was held to be valid and effective by the High Court. As
the will dated 14 February 2016 is valid, the distribution of the estate of
Dr Ganeshwaran must be entirely be in accordance with the wishes contained
in his last will and testament. There cannot be any departure or variation to his
last wishes as to whom he wishes to leave his estate to. B
[20] As the respondent is bound by her pleadings, she is not entitled to any F
such relief nor is she entitled to anything from Dr Ganeshwaran’s estate
pursuant to a non-existent trust.
[21] The appellant referred to the unreported decision in Tan Cheu Kee v
Lim Siew Hwa [2016] MLJU 1599; [2016] 1 LNS 1684. This case adopts and G
states the principle of law that is applicable to the present facts and as set out in
the English Case of Boughton and another v Knight and others [1861–73] All
ER Rep 40; (1873) LR 3 P & D 64 in particular at para [16] on pp 9–10 as
follows:
… [16]The law is clear, in that, even if the testator was wrought with grief, anger or H
spite when executing a will, it does not take away his ability or capacity to execute
it. This was well stated in the English case of Boughton v Knight (1873) LR 3 P &
D 64:
… every one is left free to choose the person upon whom he will bestow his
I
property after death entirely unfettered in the selection he may think proper to
make. He may disinherit, either wholly or partially, his children, and leave his
property to strangers to gratify his spite, or to charities to gratify his pride, and we
must give effect to his will, however much we may condemn the course he has
pursued.
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 389
A Thus, it is well settled that the duty of the court is to give effect to the will of the
testator and not deprive him of the right to select the beneficiaries based on his
knowledge of their characters, of their past history, and future prospects and needs
of his spouse or children. Therefore, having considered the evidence in its entirety,
I find that there is nothing irrational about the Deceased leaving his wife, the
B Defendant, out of the Will. …
[22] The appellant submitted further that if this court were to uphold the
decision of the learned JC in the Taiping writ in its’s entirety, then the
floodgates will be opened. Very simply, this would mean that every spouse who
C has been excluded from a deceased’s will, will be entitled to claim from the
estate of the deceased on the basis of a resulting trust or constructive trust,
purely on the basis that they were married to the deceased.
[23] The appellant in this regard draws reference to the case of Tan Cheu Kee
D the facts of which are on all fours with the present case. Particular reference is
drawn to para [14] on p 9 as follows:
… [14] The deceased has consciously left the defendant out of the will and states
categorically therein that he is aware that he was not leaving anything under the will
E to his wife, the defendant. The deceased seems to have done this deliberately
because of their estranged marital relationship …
[24] As per the facts of Tan Cheu Kee’s case, Dr Ganeshwaran had
consciously left the respondent out of his will dated 14 February 2016 and
F states categorically therein that he is aware that he was not leaving anything
under the will to his wife, the respondent. Dr Ganeshwaran seems to have done
this deliberately because of their estranged marital relationship. The evidence
shows that the relationship between Dr Ganeshwaran and the respondent had
significantly deteriorated and strained around November 2015 in that the
G respondent in her testimony admitted that she had left and never went back to
the Klang house after 8 November 2015.
[25] Further, against the backdrop of this, vide exh P4 at p 72 of the rekod
rayuan (Jld 2C), the respondent initiates divorce proceedings against
H Dr Ganeshwaran. Even on the date of Dr Ganeshwaran’s death (14 March
2016), a final letter is sent by the respondent’s solicitors (Messrs M Jayasingam
& Co) to Dr Ganeshwaran’s solicitors (Messrs Sada Raman & Co) stating that
the respondent is affirmative in going through the divorce and is not willing to
meet Dr Ganeshwaran for a one to one meeting.
I
[26] The law as summarised in Tan Cheu Kee’s case earlier, is very clear in that
even if the testator was wrought with grief, anger or spite when executing a will,
it does not take away his ability or capacity to execute it. Thus it is well settled
that the duty of the court is to give effect to the will of the testator and not
390 Malayan Law Journal [2020] 2 MLJ
deprive him of the right to select the beneficiaries based on his knowledge of A
their characters and their past history. Having regard to the evidence in its
entirety and the factual antecedents of the relationship between
Dr Ganeshwaran and the respondent, there is nothing irrational about
Dr Ganeshwaran leaving the respondent out of his will.
B
[27] The appellant also referred to the principles enunciated in the locus
classicus cases of Wachtel v Wachtel [1973] 1 All ER 829 (CA) and Hussey v
Palmer [1972] 3 All ER 744 (CA) to establish why there cannot be a resulting
trust or constructive trust arising in howsoever manner.
C
[28] On the other hand, the respondent submitted that there is no error
commited by the learned JC with regards to paras 2–6 of the order dated
9 August 2018. It was submitted that during trial, documentary evidence from
Messrs Sada Raman & Co, (being the previous solicitor for Dr Ganesh) as well
as the defendant herself confirms and corroborates the respondent’s submission D
that the house is indeed a matrimonial property/asset:
(a) the respondent refers to p 76 of the record of appeal — Jld 2C ie the
letter from Messrs Sada Raman & Co (on instructions from
Dr Ganeshwaran himself ) states that ‘… division of the matrimonial E
assets will depend on the outcome of the proposed one to one meeting,
if it takes place’;
(b) the respondent refers to p 83 of the record of appeal — Jld 2C ie the
letter from Messrs Sada Raman & Co (on instructions from Mr KT
Balakrishan a/l Thanabaloo) which mentioned on multiple occasions F
that the house in Klang is a matrimonial home; and
(c) the respondent refers to pp 101–110 of the record of appeal — Jld 2C ie
the afidavit balasan defendan-defendan whereby the defendant herself
acknowledged and affirmed under oath that the house in Klang is a G
‘rumah suami isteri’.
[29] Despite documentary evidence as above, the appellant and her father,
Mr KT Balakrishnan (DW2) were being inconsistent and in denial during trial
when they take the contrary position and maintain that the house in Klang is H
not a matrimonial home.
[30] Albeit taking this contrary position, the respondent submitted that the
appellant and Mr KT Balakrishnan’s position remain a bare assertion as their
contentions are without the support of any shred of documentary evidence in I
the common bundle of documents that their position is the correct one. This
was further admitted and confirmed by the appellant and Mr KT Balakrishnan
during cross-examination at pp 219–220 of the record of appeal — Jld 2B and
pp 312–314 of the record of appeal — Jld 2B.
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 391
[32] Premised on the above, the respondent submitted that learned JC did
E not err in law and fact when he relied on the testimonies of the respondent and
Madam Sandiradavi @ Sandra Devi a/p V Ramasamy as well as the Court of
Appeal decision of Ching Seng Woah v Lim Shook Lin [1997] 1 MLJ 109;
[1997] 1 CLJ 375.
F [33] The respondent’s stance is that in the course of marriage with
Dr Ganeshwaran, the respondent had:
(a) paid the instalment payments of the matrimonial property since 2006;
(b) the respondent’s parents have assisted in the deposit payment of the
G house back in 2004; and
(c) the respondent had all these while contributed to the household
maintenance/expenses and the cost of taking care of Dr Ganeshwaran
during the times when he was unwell. On this point, the respondent
H refers this court to the re-examination of the respondent at p 165 of the
record of appeal — Jld 2A.
[35] The respondent’s stance is that the will dated 14 February 2016 is not
valid. The learned JC accordingly held that the will dated 14 February 2016 is
a valid and binding will of the late Dr Ganeshwaran.
B
[36] The respondent submitted that the learned JC had erred in law and in
fact in reaching the above finding because the validity of the will dated
14 February 2018 is pivotal to the respondent’s case and is a different issue
altogether from the matrimonial property, constructive trust and the division C
of matrimonial property issues.
[37] It was submitted that the learned JC had overlooked the seriousness of
this issue, misconstrued the documentary evidence presented before him as
well as the testimonies of witnesses in holding that the will dated 14 February D
2016 is a valid and binding will of the late Dr Ganeshwaran (see para 37 of the
grounds of judgment). The respondent contended that the learned judge’s
errors are as follows:
(a) when he held that the respondent cannot be giving evidence as a doctor E
with regards to her testimony on Dr Ganeshwaran’s condition:
(i) at all material times, the respondent was not giving evidence as an
expert. Albeit a medical practitioner by profession, the respondent was
giving evidence as the wife of the late Dr Ganeshwaran and her evidence
was based on her own observation of Dr Ganeshwaran’s condition as she F
was living with Dr Ganeshwaran as well as the original medical report
prepared Dato Dr Ganesananthan, being the physician who was treating
Dr Ganeshwaran at all material times. For the respondent’s testimony
see pp 40–46 of the record of appeal — Jld 2A and pp 174–175 of the G
record of appeal — Jld 2A;
(b) when he subsequently held that ‘keterangan pakar adalah perlu’ to
determine Dr Ganeshwaran’s testamentary capacity but he failed to
place the onus/burden of proof on calling of this expert upon the
propounder of the will dated 14 February 2016, the appellant: H
(i) undeniably, the appellant had not produced any iota of evidence
pertaining to Dr Ganeshwaran’s testamentary capacity, but the learned
JC still held that the will dated 14 February 2016 is a valid and binding
will of the late Dr Ganeshwaran; I
(c) when he accepted the evidence of SD3 — Mr Leow Kim Meng when he
remarked ‘Oleh itu, keterangan pakar adalah perlu, apa lagi SD3 dan
SD4 tidak melihat sebarang kecacatan dalam pemikiran si mati semasa
si mati menandatangani wasiat itu’ and ‘beliau terpaksa menunggu si
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 393
[39] In light of the appellant’s failures, the respondent submitted that the
I ‘inescapable and irrefutable conclusion’ must therefore be that the will dated
14 February 2016 by Dr Ganeshwaran is not a valid and binding will.
[42] Despite the appellant’s reliance on the contents of the said medical D
report, the appellant changed her position during trial and objected to the
medical report which resulted in it being marked as exh ID1. The learned JC
erred when he refused to convert the same to exh P1 despite the respondent’s
producing and tendering the original copy of the medical report.
E
[43] Undeniably, Dato Dr Ganesananthan was not called as a witness by
parties during trial. It was not disputed that the appellant had confirmed she
had knowledge of Dato Dr Ganesananthan’s medical report and had relied on
the contents of the medical report in her pleadings. The appellant’s evidence is F
at pp 221–222 of the record of appeal — Jld 2B.
[44] Being the physician that had treated Dr Ganeshwaran from the onset,
Dato Dr Ganesananthan had diagnosed Dr Ganeshwaran to be suffering from
a condition known as ‘decompensated liver disease with encephalopathy’ in G
2014. See p 1 of the record of appeal — Jld 2C.
[48] The Federal Court in Gan Yoke Chin’s case further held as follows:
As regards the burden of proof, the Court of Appeal quite rightly stated the settled
G law ie, that where the validity of a will was challenged, the burden of proving
testamentary capacity and due execution lay on the propounder of the will as well as
dispelling any suspicious circumstances surrounding the making of the will.
[49] Following Gan Yoke Chin’s case, it was the respondent’s submission that
H the legal burden of proving and establishing Dr Ganeshwaran’s testamentary
capacity and due execution of the will dated 14 February 2016 lies with the
appellant, being the propounder/executor of the will dated 14 February 2016.
Similarly, the appellant also bears the legal burden to dispel all suspicious
circumstances surrounding the making of the will.
I
[50] The respondent submitted that the appellant have failed to produce any
cogent documentary evidence and/or oral evidence to discharge her burden in
proving and establishing that Dr Ganeshwaran had the requisite testamentary
capacity when he created and executed the will dated 14 February 2016. At the
396 Malayan Law Journal [2020] 2 MLJ
same time also failed to produce any documentary evidence and/or oral A
evidence to dispel the suspicious circumstances surrounding the making of the
will dated 14 February 2016.
[51] Whilst the respondent took the position that the learned JC had erred
when he refused to convert exh ID1 to exh P1, in light of the original medical B
report being produced, he further erred in fact and in law when he went on to
hold that the will dated 14 February 2016 is still a valid and binding will of the
late Dr Ganeshwaran, in the absence of any form of evidence from the
defendant’s end to support the contention that Dr Ganeshwaran that the
C
requisite testamentary capacity.
[57] Based on the ratio of Gan Yoke Chin together with the totality of
evidence before the learned JC, the respondent prays that the cross-appeal
dated 2 November 2018 be allowed with costs and para 1 of the order dated
H 9 August 2018 be varied.
[58] The appellant on the other hand posed a question whether the
respondent has succeeded in proving to the trial court whether
Dr Ganeshwaran was in such a condition exactly one month before he passed
I away on 14 March 2016, ie on the date that he executed the will, which was on
14 February 2016. It was submitted that the answer is a very clear and
resounding, no because there is absolutely no evidence before this court or the
trial court other than the respondent’s wholly misguided assertions and
testimony.
398 Malayan Law Journal [2020] 2 MLJ
[60] The appellant’s position is that the the findings that 1/2 share of the
house at No 62, Lebuh Peria, Taman Radzi, 41200 Klang, Selangor Darul
Ehsan is to be held on trust for the benefit of the respondent was erroneous. C
The respondent’s position is that the findings of the learned JC were correct
based on the material evidence and the decison is fair and reasonable.
[62] We have read the appeal records and heard the submissions of both E
parties. We were of the view that the appellant’s appeal to vary paras 2–6 of the
order dated 9 August 2018 did not have merit. We found there is no error by
the learned JC in arriving into his decision in respect of prayer 2–6 of the order
involving the matrimonial asset at No 62, Lebuh Peria, Taman Radzi, 41200
Klang, Selangor Darul Ehsan including the prayer that 1/2 share of the F
matrimonial asset is to be held on trust for the benefit of the respondent as the
lawful wife to Dr Ganeshwaran.
[63] Similarly, the respondent’s appeal to vary para 1 of the order to the
extent that Dr Ganeshwaran’s will dated 14 February 2016 to be invalidated, G
rendered ineffective also did not have merit. We found there is no error by the
learned judge in arriving into his decison that the said will is valid.
[64] It is our unanimous decision that both the appeal and cross-appeal are
H
dismissed with no order as to costs.
A (b) the learned JC had considered the respondent and her mother’s
evidence in court with supporting documentary evidence that they have
contributed financially to the monthly instalment payments as well as the
deposit payment of the house. The appellant’s witness SD2 failed to
produce evidence to substantiate his assertion that he had paid for the
B house which he could have also produced proof of the same. Based on the
evidence, the house in Klang is indeed a matrimonial asset for both the
respondent and Dr Ganeshwaran who had indeed contributed to the
matrimonial asset since 2006;
C (c) in the Court of Appeal case of Ching Seng Woah v Lim Shook Lin
[1997] 1 MLJ 109; [1997] 1 CLJ 375, Justice Mahadev Shankar JCA
held that ‘matrimonial assets’ refers to the matrimonial home and
everything which is put into it by either spouse with the intention that
their home and chattels should be a continuing resource for the spouses
D and their children to be used jointly and severally for the benefit of the
family as a whole;
(d) it was also provided in the English Court of Appeal case of Wachtel v
Wachtel [1973] 1 All ER 829 (CA) that ‘matrimonial assets’ refers to
‘family assets’ ie those things which are acquired by one or other or both
E
of the parties, with the intention that there should be continuing
provision for them and their children during their joint lives, and used for
the benefit of the family as a whole;
(e) in this case, the matrimonial asset is not subject to division under s 76
F of the Law Reform (Marriage and Divorce) Act 1976 on reason that the
respondent’s mariage with Dr Ganeshwaran were dissolved naturally
upon his death (‘kes ini tidak melibatkan pembubaran perkahwinan
ataupun perpisahan kehakiman’);
(f ) the learned JC divided the matrimonial asset and accordingly granted
G
half share (1/2) of the matrimonial asset to be held on trust for the benefit
of the respondent. The learned JC did not err in law and in fact. In the
High Court case of Wong Kim Foong (F) v Teau Ah Kau @ Chong Kwong
Fatt [1998] 1 MLJ 359; [1998] 1 CLJ 358, in respect of the division of
matrimonial property, Justice Abdul Malik Ishak (as he then was) said the
H
following:
In considering the division of the matrimonial assets of the parties in the
instant case, it would be unfair, unjust and an affront to commonsense to divide
the matrimonial assets in direct arithmetic proportion to the financial
I contributions towards the purchase of the properties. If it was the intention of the
parties that the two properties be apportioned according to their financial
contributions, it should have been reflected in the title deeds.
(g) Justice Abdul Malik Ishak (as he then was) had considered the
English, Malaysian as well as Singaporean position with regards to
400 Malayan Law Journal [2020] 2 MLJ
A are numerous where a wife has contributed money to the initial purchase
of a house or property;
(k) a constructive trust is ‘a trust which is imposed by equity in order to
satisfy the demands of justice and good conscience, without reference to
B any express or presumed intention of the parties (see the Court of Appeal
case of Tay Choo Foo @ Tay Chiew Foo v Tengku Mohd Saad @ Tengku
Arifaad bin Tengku Mansur & Ors (all acting as administrators of the estate
of Tunku Mansur bin Tunku Yaacob, deceased) and another appeal [2009]
1 MLJ 289; [2009] 2 CLJ 363);
C (l) the 1/2 share of the matrimonial asset for the benefit of the respondent
in our view was a fair, just and reasonable division of the said matrimonial
asset. The 1/2 share of the matrimonial asset that is being held on trust for
the benefit of the respondent is to be excluded from Dr Ganeshwaran’s
will dated 14 February 2016;
D
(m) the learned JC was correct to make a finding that the will is a valid
and binding will. This means that Dr Ganeshwaran can only bequeath
his ownership/share of the matrimonial property ie 50% to the appellant
in this case, Premavathy a/p Balakrishnan whilst the remaining 50%
E belongs to the respondent;
(n) it is an agreed facts that after the grant of probate was issued, the
respondent filed a citation at the Probate High Court on 21 December
2016. After the citation was served on Premavathy, her then solicitors,
Messrs Sada Raman & Co, returned the grant of probate to the Probate
F High Court in Shah Alam on 3 February 2017. At the High Court the
validity of the will in support of the probate comes into question, then
the onus lies on those propounding the will to affirm positively the
testamentary capacity;
G (o) learned author Sarkar on Evidence (4th Ed, Vol 2) at p 1396 has this
to say:
Wills —The law has been thus stated in two well-known cases: ‘These rules
are two; first, that the onus probandi lies in every case upon the party
propounding a will and he must satisfy the conscience of the court that the
H instrument so propounded is the last will of a free and capable testator. The
second is, that if a party writes or prepares a will, under which he takes a
benefit, that is a circumstance that ought generally to excite suspicion of the
court, and call upon it to be vigilant and jealous in examining the evidence in
support of the instrument, in favour of which it ought not to pronounce
unless the suspicion is removed, and it is judicially satisfied that the paper
I
propounded does express the true will of the deceased’ [Barry v Butlin, 1938,
2 Moo PC 480, 482: 46 RR 123 (relied on and explained in Harmes v
Hinkson, A 1946 PC 156: 50CWN 895) and Tyrrel v Painton, 1894 PD 151:
10LT453. See Suryanarayana v Suramma, A 1947 PC169; Bai Gangabai v
Bhagwan, 29 B 530 PC: 9 CWN 769: Gomtibai v Kanchhedilal, A 1949 PC
402 Malayan Law Journal [2020] 2 MLJ
272). ‘Those who propound a will must show that the will of which probate A
is sought is the will of the testator, and that the testator was a person of
testamentary capacity. In ordinary cases, if there is no suggestion to the
contrary, any man who is shown to have executed a will in ordinary form will
be presumed to have testamentary capacity, but the moment the capacity is
called in question, then at once the onus lies on those propounding the will B
to affirm positively the testamentary capacity. Moreover, if a will is only
proved in common and not in solemn form, the same rule applies even
though the action is to attack a probate which has been granted long ago.
These propositions will be found to be settled by Barry v Butlin (ante); Cross
v Cross, 10 LT 70: 33 LJP 49 and Tyrrall v Painton,’ (ante)—per LORD
C
DUNEDIN, in Robins v National Trust Co Ltd, 101 IC 903 PC: 1927 AC
515; see Jatindra v Raj Lakshmi, 57 CLJ 8; Kameswara v Suryaprakasa, A 1962
AP 178]. A propounder of the will has to prove its due and valid execution
and if there are any suspicious circumstances he must remove them from the
mind of the court — Facts to be considered on the question of due execution
of will [Venkatachala v Thimmajamma, A 1959 SC 443). D
(p) the Federal Court in Ong Eng Hock & Anor v Ong Cheng Guan &
Anor [2018] 5 MLJ 701; [2018] 7 CLJ 154 held as follows:
[11] The appellants obtained leave to appeal to this court on the following
questions of law: E
(i) Whether the probate rule that the burden of proving that the
instrument so propounded is the last will and testament of the testator
applies in a case where the impugned will has already been admitted
into probate and a sealed grant of probate issued by the High Court?
and F
(ii) Where the challenge to the impugned will is on grounds of forgery, and
specifically that the executor had forged the will, whether the burden
lies entirely on the challenger in proving forgery?
[12] For the appellants, it was orally submitted: (i) the Court of Appeal G
misunderstood the case before it; (ii) it was an action for revocation of the
probate and not an action for grant of probate; (iii) the only issue was whether
a false will was put forward to obtain probate; (iv) the grant of probate, even
in common form, is conclusive as to due execution (learned counsel cited
Williams, Mortimer and Sannucks on Executors, Administrators and Probate
H
20th edn at 40-02); and (v) s 34 of the Probate and Administration Act 1959
should be read together with O 72 r 13 of the Rules of Court 2012. For the first
respondent, it was orally submitted: (i) rules of probate were not applicable to
the case; (ii) when the will was challenged, the onus shifted to the
propounders of the will; (iii) the grant of probate was immaterial; and
(iv) there was no will in existence I
[13] We agree that ‘those who propound a will must show that the will of
which probate is sought is the will of the testator … has to prove its due
execution and valid execution and if there are any suspicious circumstances …
remove them from the mind of the court …’ (Sarkar on Evidence (14th Ed,
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 403
A Vol 2) at p 1396). That is so where probate is being sought. But probate was
not sought in the instant case. The will had been propounded. Probate had
been granted. After it had been probated, the will was challenged. But yet
what was before the trial court was not an action for the grant of probate, but
an action for revocation of the probate.
B
The Federal Court answers the questions in the following manner:
Leave question 1: Whether the probate rule that the burden of proving that
the instrument so propounded is the last will and testament of the testator
applies in a case where the impugned will has already been admitted into
C probate and a sealed grant of probate issued by the High Court?
Answer: ‘Those who propound a will must show that the will of which
probate is sought is the will of the testator … has to prove its due execution
and valid execution and if there are any suspicious circumstances … remove
them from the mind of the court …’ But where a will has been admitted to
D probate, the person who seeks revocation of the probate has to establish
sufficient cause.
Question 2: Where the challenge to the impugned will is on grounds of
forgery, and specifically that the executor had forged the will, whether the
burden lies entirely on the challenger in proving forgery?
E
Answer: Where the will has been admitted to probate, the person who seeks
revocation of the probate on the ground of forgery has the burden and initial
onus to prove forgery. Where the will has not been admitted to probate, it
would appear from all cases decided that both propounder and challenger
could not be absolutely freed from the burden and or onus of proof.
F
(q) the Federal Court decision in Gan Yook Chin (P) & Anor v Lee Ing
Chin @ Lee Teck Seng & Ors [2005] 2 MLJ 1; [2004] 4 CLJ 309 (FC)
stated at p 12 (MLJ); p 322 (CLJ) that:
As regards the burden of proof, the Court of Appeal quite rightly stated the
G settled law ie that where the validity of a will was challenged, the burden of
proving testamentary capacity and due execution lay on the propounder of
the will as well as dispelling any suspicious circumstances surrounding the
making of the will; that the onus of establishing any extraneous vitiating
element such as undue influence, fraud or forgery lay with those who
H challenged the will. In this connection, we find the approach taken by the
High Court of Australia in William Henry Bailey & Ors v Charles Lindsay
Bailey & Ors [1924] 34 CLR 558 to be instructive. Therein Isaacs J said, inter
alia:
(1) The onus of proving that an instrument is the will of the alleged
I testator lies on the party propounding it; if this is not discharged, the
court is bound to pronounce against the instrument.
(2) This onus means the burden of establishing the issue. It continues
during the whole case and must be determined upon the balance of the
whole evidence.
404 Malayan Law Journal [2020] 2 MLJ
(3) The proponent’s duty is, in the first place, discharged by establishing a A
prima facie case.
(4) A prima facie case is one which, having regard to the circumstances so
far established by the proponent’s testimony, satisfies the Court
judicially that the will propounded is the last will of a free and capable
testator. B
(5) A man may freely make his testament, how old soever he may be; for it
is not the integrity of the body, but of the mind, that is requisite in
testaments.
(6) The quantum of evidence sufficient to establish a testamentary paper C
must always depend upon the circumstances of each case, because the
degree of vigilance to be exercised by the Court varies with the
circumstances.
(7) As instances of such material circumstances may be mentioned: (a) the
nature of the will itself regarded from the point of simplicity or D
complexity, or of its rational or irrational provisions, its exclusion or
non-exclusion of beneficiaries; (b) the exclusion of persons naturally
having a claim upon the testator; (c) extreme age, sickness, the fact of
the drawer of the will or any person having motive and opportunity
and exercising undue influence taking a substantial benefit. E
(8) Once the proponent establishes a prima facie case of sound mind,
memory and understanding with reference to the particular will, for
capacity may be either absolute or relative, then the onus probandi lies
upon the party impeaching the will to show that it ought not to be
admitted to proof. F
(9) To displace a prima facie case of capacity and due execution, mere
proof of serious illness is not sufficient: there must be clear evidence
that undue influence was in fact exercised, or that the illness of the
testator so affected his mental faculties as to make them unequal to the
G
task of disposing his property.
(10) The opinion of witnesses as to the testamentary capacity of an alleged
testator is usually for various reasons of little weight on the direct issue.
(11) While, for instance, the opinions of the attesting witnesses that the
testator was competent are not without some weight, the Court must H
judge from the facts they state and not from their opinions.
(r) it is the appellant who are the propounder of the will to prove that
there was due execution of the will and to dispel any suspicious
circumstances surrounding the making of the will. What amounts to due I
execution is found in a number of cases;
(s) the court held that it is clear law that the burden of proving
testamentary capacity rested on the person alleging the validity of the
will. The main issue in this case was whether the testator had a free
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 405
A disposing mind (Udham Singh v Indar Kaur [1971] 2 MLJ 263 (FC)).
The propounder to a will must prove that the testator knew and approved
of the contents at the material time. He must satisfy the conscience of the
court that the instrument so propounded is the last will of a free and
capable testator Ch’ng Kheng Phong v Chung Keng Huat & Ors [2011] 8
B MLJ 32);
(t) in Sarah binti Abdullah @ Hew Lee Ling (P) [1999] MLJU 586 (HC),
the petitioner has to proof that the testator was of sound mind, memory
and understanding and that the testator approved of and had knowledge
C of the contents of the will when the testator executed it and to proof
affirmatively that the testator knew and approved of the contents of the
document. The duty is to bring home to the mind of the testator the
effect of his testamentary act and the burden may be discharged by
showing that the testator, being of competent mind, had his will read over
D to him or that the testator knew and approved of the contents of the will
and in this way sufficiently remove any suspicious which may have arisen
(see Lee Ing Chin @ Lee Teck Seng & Ors v Gan Yook Chin & Anor [2003]
2 MLJ 97 (CA); Eu Boon Yeap & Ors v Ewe Kean Hoe [2008] 2 MLJ 868
(CA));
E
(u) the burden of proving testamentary capacity is on the party
propounding the will. The above cases show that the person
propounding the will must establish that testator:
(i) must understand the nature of his act;
F
(ii) the effect of his act;
(iii) the extent of the property of which he is disposing;
(iv) the claims to which he ought to give effect;
G (v) understood the contents of the will;
(vi) he approved of contents of the will;
(vii) he had knowledge of the contents of the will when he executed it;
and
H
(viii) had his will read over to him;
(v) in the case of Tan Cheu Kee v Lim Siew Hwa [2016] MLJU 1599;
[2016] 1 LNS 1684 which had summarised the position in law that:
any disease of the mind nor was delusional to the extent of insanity. The A
evidence of the witnesses who had interacted with the deceased immediately
prior to him executing the will does not indicate any disease or infirmity of
mind. Neither does the circumstances that led to the suicide indicate
unsoundness of mind. There is absolutely no medical evidence to support the
defendant’s contention that the deceased was of unsound mind when he B
executed the will …
… [24] Thus, considering the totality of evidence, and particularly the
deceased’s interactions with witnesses who testified at trial, I am convinced
that in executing the will, the deceased understood the nature and effect of
making a will as well as the extent of the property he was disposing and to C
whom he was disposing them to. And since the deceased is shown to have
testamentary capacity, the testator’s will must be give effect to. …
(w) on the point of the testator’s testamentary capacity, the appellant
referred to the decision of His Lordship Gopal Sri Ram JCA in Tho Yow
Pew & Anor v Chua Kooi Hean [2002] 4 MLJ 97; [2002] 4 CLJ 90 in D
particular pp 100–101 (MLJ); para h on p 93 and para a on p 94 (CLJ)
which is para-phrased below:
… Now, the law upon the subject of a testator’s testamentary capacity, we find
to be well settled. The decided cases show quite clearly that very slight E
testamentary capacity is required for the making of a will. The cases in which
wills have been held invalid for lack of testamentary capacity involve testators
who were utterly insane either upon the finding of the probate court or by
reason of an order appointing a committee on the ground of insanity of the
testator.
F
What the law requires to vitiate testamentary capacity is an insane delusion
existing at the time of making of the will. This will include insanity at the
time of the making or giving instructions for the making of the will. There are
numerous authorities on the point. We find it quite unnecessary to deal with
all of them here …
G
(x) in Carmel Mary Soosai v Josephine Lourdasamy Ratnavathy R Soosai &
Ors [1987] CLJ Rep 498 in particular paras b–f and para h on p 501
which is para-phrased below:
… I now tum to the next allegation raised by the caveators, ie, the deceased’s
H
lack of testamentary capacity due to ill-health.
It is not disputed that at the time of his death, the deceased was a chronic
diabetic. He had already lost sight of his left eye and was slowly losing sight of
the other. The medical evidence shows that he had been a chronic diabetic for
at least 5 years before his death and this had led to his undergoing an I
operation on 9 January 1982 to remove his prostate gland. Prior to that, on
27 November 1981, he had also undergone a cataract operation to correct his
eye but this operation turned out to be unsuccessful as he had an irreversible
damaged optic nerve which was already there before the operation. DW6,
who provided the follow-up treatment after the operation, did not rule out of
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 407
A the possibility that the deceased’s chronic diabetic condition could have
caused the blindness to his left eye.
The 3 doctors who examined and treated him of his various ailments, DW4
for his diabetic, DW5 who performed the prostate gland operation and DW6
who did the follow-up treatment of his left eye, all agreed that they were not
B competent to testify to the deceased’s mental capacity during the period the
will was executed as they have no professional qualifications. However, a
psychiatrist of 28 years’ standing, DW1, was more than prepared to testify
that every person who suffers diabetes suffers mental incapacity. The most
significant aspect of DW1’s evidence is that he never saw or examined the
C deceased, and that his conclusion was based largely on his vast experience in
the field of psychiatric medicine and on the medical report of DW4, DW5
and DW6 who examined and treated the deceased during the relevant period.
The deceased was an accountant and he managed his own firm, assisted by 3
employees who were not professionals. There is also evidence to show that
D during the period of ill-health, apart from the time when the deceased had to
be hospitalized and after his 2 operations, followed by a period of recovery, he
continued working in his office, keeping to his regular hours from 10.00 until
5.00 p.m with a break for lunch. He continued doing so up to the day before
his death …
E
… On the consideration of all evidence pertaining to the deceased’s mental
capacity, the opinion of DW1, who never saw or examined the deceased
cannot carry any weight …
(y) we agreed with the appellant that in this case there were no issues
F regarding the mode of execution of the will or in respect of formal
compliance with s 5 of the Wills Act 1959;
(z) s 5 of the Wills Act 1959 states:
5(1) No will shall be valid unless it is in writing and executed in manner
G hereinafter mentioned.
(2) Every will shall be signed at the foot or end thereof by the testator or by
some other person in his presence and by his direction; such signature shall be
made or acknowledged by the testator as the signature to his will in the
presence of two or more witnesses present at the same time, and such
H witnesses shall subscribe the will in the presence of the testator, but no form
of attestation shall be necessary: Provided that every will shall, as far only as
regards the position of the signature of the testator, or of the person signing
for him as aforesaid, be deemed to be valid under this section if the signature
shall be so placed at or after, or following, or under, or beside, or opposite to
I the end of the will, that it shall be apparent on the face of the will that the
testator intended to give effect by such his signature to the writing signed as
his will; and no such will shall be affected by the circumstance —
(a) that the signature shall not follow or be immediately after the foot or
end of the will;
408 Malayan Law Journal [2020] 2 MLJ
(b) that a blank space shall intervene between the concluding word of the A
will and the signature;
(c) that the signature shall be placed among the words of the testimonium
clause or of the clause of attestation, or shall follow or be after or under
the clause of attestation, either with or without a blank space
intervening, or shall follow or be after, or under, or beside the names or B
one of the names of the subscribing witnesses;
(d) that the signature shall be on a side or page or other portion of the
paper or papers containing the will whereon no clause or paragraph or
disposing part of the will shall be written above the signature; or C
(e) that there shall appear to be sufficient space on or at the bottom of the
preceding side or page or other portion of the same paper on which the
will is written to contain the signature, and the enumeration of the
above circumstances shall not restrict the generality of this proviso; but
no signature shall be operative to give effect to any disposition or D
direction which is underneath or which follows it, nor shall it give
effect to any disposition or direction inserted after the signature shall
be made.
(aa) the uncontroverted evidence of Leow Kim Meng (SD3) and Hong
E
Pek Boey (SD4), both from Rockwills who witnessed the execution of the
will by Dr Ganeshwaran shows that the technical and/or formal statutory
requirements of s 5 of the Wills Act 1959 had been complied with. The
respondent in this case did not challenge formal compliance;
(ab) the appellant, Premavathy has complied with having regard to the F
testimony adduced is that, the will propounded is the last will of a free
and capable testator. The appellant, had established a prima facie case of
sound mind, memory and understanding with reference to the particular
will;
G
(ac) when referred to Dr Ganeshwaran’s will dated 14 February 2016
which is not disputed and on the face of it is rational and as such a
presumption arises in law that the deceased, Dr Ganeshwaran had
testamentary capacity. The will names Dr Ganeshwaran’s mother Sarojini
a/p P Doraisamy as the executor. However, if she is unable or unwilling to H
act for any reason, then Dr Ganeshwaran appoints his sister Premavathy
a/p Balakrishnan as an alternate executor. Further, under the will,
Dr Ganeshwaran makes specific gifts and dispositions of his assets
including bank accounts, insurance policies, Employees Provident Fund
account, unit trust/mutual funds investments, motor vehicles, the Klang I
house as well as securities/investments listed on the Securities Exchange
of Bursa Malaysia to specific beneficiaries. Dr Ganeshwaran’s intentions
were expressed in his will in simple, clear and rational terms, thus
evidencing his capacity to make rational disposition of his property(ies);
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 409
the court acts upon a bare expression of the expert’s opinion the A
determination of the question becomes that of the expert and not of the
court.
[56] So, the court must be vigilant and must satisfy itself that the ‘expert’ is
indeed an expert specially qualified. Here, the ‘expert’ report tendered by the
B
first defendant’s trial counsel failed to comply with the simple preliminary
requirements of establishing the ‘expert’s’ qualifications and for this reason, it
should be disregarded …
… [58] As an opinion evidence, the expert must come to court to give
evidence. Section 60(1)(d) of the Evidence Act 1950 states that direct oral C
evidence must be given in respect of the opinion of any person. Thus, in the
absence of such direct evidence from the ‘expert’ his report cannot in law be
admissible as evidence. The lack of opportunity to cross-examine the ‘expert’
on his report is another ground to disregard the ‘expert’ report. …
(ah) it is very clear that the issue that falls to be tried in this matter as to D
whether Dr Ganeshwaran’s will dated 14 February 2016 is valid or not,
ought to be decided in favour of it being valid and hence upheld for the
following reasons:
(i) the learned JC had the benefit of listening to the first hand E
testimony of SD3 ie Mr Leow Kim Meng from Rockwills who
prepared the will dated 14 February 2016 on Dr Ganeshwaran’s
instructions as well as listening to the testimony of SD4 ie
Miss Hong Pek Boey also from Rockwills who witnessed the will
together with Mr Leow Kim Meng; F
(ii) a careful scrutiny of the testimony of SD3 would lend credence to
the fact that Dr Ganeshwaran was very clear in his mind when he
gave instructions to SD3 during their first meeting;
(iii) at the second meeting, Dr Ganeshwaran after having read the draft G
will was equally clear in his mind when he proposed some minor
amendments after approving the contents of the draft Will showed
to him by SD3;
(iv) finally at the third meeting with SD3 and in the presence of SD4,
Dr Ganeshwaran read, approved and executed his will dated H
14 February 2016 wherein both witnesses (SD3 and SD4) also
witnessed the will;
(v) the very simple question before the court is that, where is the
evidence to show that Dr Ganeshwaran did not have the I
testamentary capacity and may not have understood the process
and effect of making the will dated 14 February 2016;
(vi) there is not even an iota of medical evidence or testimony before the
court that, on 14 February 2016, when Dr Ganeshwaran executed
Premavathy a/p Balakrishnan v Dr Premalatha a/p Rama
[2020] 2 MLJ Govinda (Kamaludin Md Said JCA) 411
A his last will and testament, his state of mind was such that he was
incapable of executing the said will?
(vii) in fact to the contrary, the testimony and evidence given by both
SD3 (Mr Leow Kim Meng) and SD4 (Ms Heng Pek Boey) from
B Rockwills points to the lucidity and clarity of Dr Ganeshwaran
mind and actions when he executed his will dated 14 February
2016;
(viii) from all the evidence that has been led before the court, there was
nothing suspicious about the will dated 14 February 2016 executed
C by Dr Ganeshwaran;
(ix) the respondent’s argument based on the issue that a copy of the
declaration form executed by all the parties was never produced at
trial. The evidence of SD3 (Mr Leow Kim Meng) is very clear in
D that the declaration form is in effect an internal Rockwills company
document and does not form part of the will;
(x) the will which is in existence has complied with all the formal
requirements particularly as laid down by s 5 of the Wills Act 1959.
E The declaration form merely lays out the practice of Rockwills
when a will is executed. It cannot supersede or override the
provisions of the Wills Act 1959, which have all been complied to
the letter;
(xi) the respondent also raised issue of the fact that both SD3 and SD4
F
failed to identify Dr Ganeshwaran from a family photograph
(exh P35) which was shown to them at trial. The fact that the family
photograph of exh P35 has three identical looking persons
(including Dr Ganeshwaran and his two male siblings can be
G accepted as reasonable omission of identification (see p 234, rekod
rayuan (Jld 20));
(xii) SD3 has given clear evidence that he is not able to recollect any
facial recognition of Dr Ganeshwaran due to the passage of time, as
two years has passed since he attended to and serviced him, until
H the date of his testimony in court. SD4 had likewise given
testimony that she had met Dr Ganeshwaran only once during the
execution of the will; and
(xiii) however due to the reasons above, despite the lack of facial
I recollection, it is abundantly clear that both SD3 and SD4 had
vivid recollections of Dr Ganeshwaran’s mannerisms and what
transpired, as well as how and where the will was executed;
412 Malayan Law Journal [2020] 2 MLJ
(ai) based on the aforesaid, we agree with the appellant that there is A
nothing suspicious about the will that was prepared by SD3 and executed
by Dr Ganeshwaran and witnessed by SD3 and SD4 on 14 February
2016;
(aj) be that as it may, we noted the learned JC held at the last line of
B
para 35 of the grounds of judgment as follows:
Sekalipun, wasiat itu sah, si mati tidak boleh melupuskan bahagian plaintif di
dalam rumah yang dipertikaikan melalui wasiat itu. Di dalam keadaan
tersebut, kesahan wasiat itu sudah tidak relevan lagi untuk diputuskan oleh
mahkamah ini. C
(ak) the learned JC did not err when he held that the validity of the will
is not relevant issue for determination of court after making finding that
the deceased or his estates holds respondent’s share in the said house on
resulting trust and that the deceased cannot bequest the respondent’s
right and interest on the disputed house because the respondent’s share is D
not part of the deceased property. In other words, the deceased could not
will a property when at the material time he had no absolute control over
the property.
E
[66] We were satisfied that the learned JC did not err in law and in fact, he
had considered all the available evidence (documentary as well as oral evidence)
that was presented before him. He had evaluated the testimonies and the
demeanour of witnesses and had accordingly given a comprehensive and
thorough analysis of his findings. In consequence thereof, the grounds F
advanced by the appellant and the respondent in respect of the appeal and
cross-appeal are without any merits and untenable.
CONCLUSION
G
[67] In the result, it is our unanimous decison that the appeal and the
cross-appeal have no merits. The appeal and cross-appeal is dismissed with no
order as to costs.