Professional Documents
Culture Documents
Mohammadan Law Unit 4
Mohammadan Law Unit 4
WILL (WASIYATH)
1. COMPETENCY;
- The testator must be of the Age of majority ie. 18yrs & above for
him to make a wasiyath. A female is also a competent person to
make a wasayath of her personal property.
- A person making wasayath must be of sound mind Soundness of
mind.
- Suicide attempt by the legator; under the Shia law if a legato
attempts suicide after executing a will the will is void. The reason
behind this is that a person where a person has attempted suicide,
he cannot be said to be in a normal state of mind. After the
attempt his mental capacity is completely disturbed.
Under the Sunnie law the will executed in such circumstances is
perfectly valid.
2. FORMALITIES;
No proper formalities.
Manifestation of intention of the testator.
Oral or in writing, if it contains the essential elements of will it is
sufficient for it to operate as will.
Name not necessary, also it is not necessary that it should be registered.
Any document where it is clearly mentioned that the creator of the
document provides manner of devolution of property after his death it is
sufficient.
ORAL WILL,
Clear indication of the testator, proper proof must be provided to the
court to prove
Regarding testamentary effect of the testator & must be convinced
beyond reasonable doubt.
Under Muslim law it is not necessary for a will to be orally spoken ,will
could be made by mere gestures & signs is considered as valid provided
it clearly indicates the intention of the testator.
TESTEMENTARY RIGHT;
Bequeathable one-third ,
1. Quantity(1/3) of the property bequeathed.
2. To whom the property is given.
One third of his total assets.
PROPERTY TO WHOM IT IS GIVEN,
1. Bequest to a stranger.
2. Bequest to the legal heir.
1 . STRANGERS
1/3 of the property could be given , if more than this consent of the
heirs has to be taken for exceeding the fraction .
If no heirs are there of the testator any amount of property can be
given to the stranger.
If no will is written where a person has died intestate to his
property & no heirs are living
The govt can take over the property by way of escheat.
If wife only surviving the heirs, testator is entitled to bequest 5/6 to
the stranger.
A Muslim testator is a woman she can give only 1/3 of her
property by way of will to the strangers.
2. LEGAL HEIRS;
When legatee is one of the heirs of the testator the consent of
remaining legal heirs is necessary irrespective of the quantum of
the property .Bequest to the heirs is always subjected to approval
of other heirs.
Reasons; legatee will be double benefited.
In Ranee Khajooroonissa V/S Mst Rowshan Jehan( 1876 31 IA 291)
Sunni Muslim, Raja Deedar Husain executed a will in favor of his
eldest son Inayat Husain & authorized him to spend some a
portion of that property by way of pilgrimage or charity, as he may
think proper .
Will further authorized Inayath Husain to retain the remaining
property for his exclusive use. It was observed by the Privy Council
that though this will has attempted to give his properties to one of
his legal heirs to the total exclusion of other heirs. It could not be
proved before their Lordship that any of the remaining heirs had
ever given their consent. PC held that as there was no consent of
other heirs of the testator, the will in favor of Inayat Husain ,Was
void.
ABATEMENT OF LEGACIES
When a will is made to the stranger in excess of 1/3 the consent of
testator is necessary.
If there is only one legatee who has to get more than 1/3 & if the
testators heirs do not give their consent then &, the legatee would get
only 1/3 of the property even though .
Where there are several legatees & the sum total of the properties
bequeathed to each of them exceeds the legal sum then the share of
each legatee is determined by the rule of rule of Sunnie law & Shia law.
SUNNIE LAW;
Rateable Distribution; u/Sunnie law the legacy abates reteably means
proportionately i.e. Property given to each legatee is reduced in
proportion of the share allotted to him in such a manner that the
aggregate of the property given does not exceed equitable
1/3.Deduction is not made form one or two legatee but from share of
each legatee .Eg. X, a Sunni Muslim makes a will of half of his properties
to Y who is non heir. The heirs of X Refuses to give their consent , Y
rd
would get only 1/3 . Preferential Distribution, u/shia law; the principle of
reteable distribution is not recognized u/shia law. According to this
school if the sum total of the shares given to different legatees exceeds
1/3 & the testators heirs refuses to confirm then their legacies takes
effect in order of preference. The share of each legatee is not reduced &
remains intact. The legatee mentioned first in the will get the share as
mentioned in the will. After giving his share the remaining goes to the
second legatee, if still it remains it goes to the Third legatee & so on . As
soon as 1/3 is exhausted the distribution stops & the next legatee does
not get anything, this is called as the Shia rule of preferential distribution.
Exceptional rule, if two legatees are given 1/3 each in the will as per
preferential rule of Shias the shares would be given from the last not
first.
CONDITIONALWILLS,
Will made subject to some conditions are called conditional wills.
Where testator makes any will & provides that the legatees interest
would depend upon the fulfilment of certain condition then will becomes
enforceable as if no condition was attached to it. The condition so
attached to it need no be fulfilled. Eg. Condition of sale of property made
in the will by the testator to the legatee, here the will becomes valid & is
enforceable the legatee gets unconditional interest in the property. He is
not bound by the condition.
Bequest for life; According to Sunni law, where a Sunni testator makes a
will in which he gives life interest to a legatee gets absolute interest in
respect of the property bequeathed to him.
Under Shia law, the will as such & also the condition in it both are valid.
CONTINGENT WILLS;
Vesting of interest in a legatee depends upon some uncertain future
event, the will is void & does not operate. The legatee will not get any
property even if the contingency occurs.
Alternative wills are valid.
REVOCATION OF WILLS
Will can be revoked during the life time of the testator . Testator has the
right to repudiate the ill.
Revocation may be of whole or part of the will.
Implied revocation;
Testator may not revoke the will expressly but his intention is to rescind
the will it is inferred from the conduct. When testator does something in
respect of the property bequested by him which is violative of his own
rights as the owner of the property, testers conduct is nothing but for
revocation of will.
ESSENTIALS
1. It is a complete gift.
2. Death-illness
3. The illness must have caused death.
4. There must be proximDecree of subjective apprehension of death in
the mind of the sick person.
5. Inability to attain ordinary condition.
GIFT (HIBA)
A Muslim can devolve his property in various ways. Muslim law permits
the transfer of property inter vivos (gift) or through testamentary
dispositions (will). A disposition inter vivos is unrestricted as to quantum
and a Muslim is allowed to give away his entire property during his
lifetime by gift, but only one-third of the total property can be
bequeathed by will.
Formalities of a Hiba
It is often supposed that the word ‘gift’ connotes the exact identical
meaning as the term ‘Hiba’. A gift is a broad and generic concept
whereas Hiba is a narrow and well-defined legal concept. Juristically, in
Islamic law, a Hiba is treated similar to a contract consisting of an offer
to give something on the part of donor and acceptance on the part of the
donee. Thus, to make a Hiba three essential formalities have to be
fulfilled.
Free Consent: The consent of the donor in making the gift must be free.
A declaration of a gift must be made voluntarily by the donor. Any gift
made by a donor under threat, force, coercion, influence or fraud is not a
valid gift.
Delivery of Possession
The formalities laid down for gifts under Section 123, Transfer of
property Act 1882, are not applicable to Muslim gifts. Under Islamic law,
a gift is complete only after the delivery of possession by the donor and
taking of possession by the donee. Thus, it is obligatory that the
declaration and acceptance must be accompanied by the delivery of
possession of the property.
The gift takes effect from the date when the possession of the property
is delivered to the donee and not from the date when the declaration
was made by the donor. Delivery of possession is an overriding facet in
Islamic law. The importance is to such an extent that without the
delivery of possession to the donee, the gift is void even if it has been
made through a registered deed.
The donor must divest himself of not only the ownership but also the
possession in favour of the donee in order to make a gift complete.
Muslim law does not presume transfer of ownership rights from donor
to a donee without the explicit delivery of possession of the property.
In Noorjahan V/S Muftakhar, a donor made a gift of certain property to
the donee, but the donor continued to manage the properties and takes
the profit himself. Till the death of the donor, no mutation was made in
the name of the donee. It was held by the court that since no delivery of
possession was made, the gift was incomplete and ineffective in nature.
2. Where the property is tangible but, under the situation, its actual
delivery of possession is not possible.
When the constructive delivery of possession is completed?
When the possession of the movable property is delivered, the exact
time of delivery of possession can be easily determined. The problem
arises in the case of immovable or incorporeal properties where it is
onerous to prove the exact time of the delivery of possession. However,
in India, there are two judicial views regarding the exact time of the
completion of delivery of possession.
Revocation of Hiba
Although Prophet was against the revocation of gifts, it is a well-
established rule of the Islamic law that all voluntary transactions,
including Hiba, are revocable. Different schools have different views with
regard to revocation. The Muslim law-givers classified the Hiba from the
point of view of revocability under the following categories:
GIFT TO MINOR
Any gift made in favour of a minor or insane person is valid. They may
not have the capacity to understand the legal consequences but they are
persons in existence and thus, are competent donee. But such gifts are
valid only if accepted by the guardian of the minor or insane donee. A
gift is void without the acceptance by the guardian. For the purpose of
acceptance of the gift, the guardian of a minor or insane donee are as
under in the order of priority:
1. Father
2. Father’s executor
3. Paternal grandfather
Donor and donee live jointly in the gifted house: Where the
subject-matter of a gift is a house in which the donor and donee
both resides together, any formal delivery of possession is not
necessary to complete the gift. Since the donee is already
continuing the possession of the house in some other capacity,
there is no need to give the donee the same possession again in
a different capacity.
But, there must be some conspicuous act or apparent activity on the part
of the donor that indicates the bona fide intention of the donor to
transfer the possession.
In Humera Bibi V/S Najmunnissa, a Muslim lady executed a gift deed of
her house in favour of her nephew who was living with her in the same
house. The property was transferred in the name of the nephew but she
continued to live with him as before. But after the making of the gift, the
rents were collected in the name of the donee. It was held that “ the gift
was valid although there was neither any physical transfer to the donee
nor any physical departure of the donor from the house.”
Doctrine of Mushaa
The word ‘Mushaa’ has an Arabic origination which literally
means ‘confusion’. Under Islamic law, Mushaa denotes an undivided
share in joint property. It is, therefore, a co-owned or joint property. If one
of the several owners of such property makes a gift of his own share,
there may arise confusion in regard to what part of the property is to be
given to the donee. Practically, it is too difficult to deliver the possession
of a joint property if a gift is made by a donor without partition of the
joint property.
To circumvent such confusion, the Hanafi Jurists have developed the
doctrine of Mushaa. Gift of Mushaa i.e gift of a share in the co-owned
property is invalid without the partition and actual delivery of that part of
the property to the donee. If the co-owned property is not capable of
partition, the doctrine of Mushaa is impertinent. A Mushaa or undivided
property is of two kinds:
Mushaa Indivisible
It includes the property in which the partition is not possible. A gift of an
undivided share (Mushaa) in a property which is incapable of being
divided or where the property can be used for better advantage in an
undivided condition, is valid. The doctrine of Mushaa is not applicable
where the property constituting the subject-matter of the gift is
indivisible. All the schools of Islamic law accept the view that a gift of
Mushaa indivisible is valid without partition and the actual delivery of
possession.
For example, a staircase, a cinema hall, a bathing ghat etc. comprises
indivisible Mushaa properties. If these kinds of properties are divided,
then their original identity will be lost.
Mushaa Divisible
Mushaa divisible is the property which is capable of division without
affecting its value or character. If the subject-matter of a Hiba is Mushaa
divisible, the doctrine of Mushaa is applied and the gift is valid only if the
specific share which has been gifted, is separated by the donor and is
actually given to the donee. However, a gift without partition and the
actual delivery of possession is merely irregular and not void ab initio.
For example, a co-owned piece of land or a garden or a house is a
Mushaa divisible property which can be divided by a visible mark of
identification without changing its original character.
Shia law does not recognize the principle of Mushaa. According to Shia
law, a gift of a share of divisible joint property is valid even if it is made
without partition.
Gift of spes-sucession:
Spes – succession means expectation of getting property through
succession eg.. A son after the death of his father inherits his property
as a legal heir & such properties are vested in him, bit before the father
simply has a chance or getting his property through inheritance because
he may or may not survive his father. Therefore during the lifetime of his
father the son’s interest in the father’s property is merely a future
possible interest. I.e. spes succession. Hence such future property
cannot be the subject matter of gift.
Clause (a) of section 6 of the TP Act excludes mere chance of an heir
apparent of succeeding to an estate from the category of transferable
property. The technical expression for such a chance is called spes
succession. During the lifetime of a person, the chance of his heir
apparent succeeding to the estate or the chance of a relation obtaining a
legacy under his will as spes succession. Such expectancy does not
amount to an interest in property & cannot be made the subject matter
of a transfer.
Gift of Actionable claim:
Actionable claim is an intangible property. Intangible or incorporeal
property has no physical existence but it may be owned by a person. The
owner of the property may also transfer the property through a gift.
Under sec 3 of TPAct an actionable claim has been defined as, an
unsecured debt, any interest in the movable property, not in procession
of the claimant, e.g.. If X, has given certain money to Y, & loan is not
secured by y’s property then X has the right to claim the money from Y
by maintaining an action in the court of law against Y . X’s right to claim
the money from Y is X’s actionable claim which is his property & he may
lawfully make a gift of such right. X can make a gift of this right to Y , the
donee Y in this case would be entitled to get the money from X.
Actionable claim & other incorporeal properties cannot be possessed ,
therefore actual delivery
Actionable claim is defined in Section 3 of the Transfer of Property Act
as a ‘claim to any debt other than a debt secured by mortgage of
immovable property or by hypothecation or pledge of movable property
or to any beneficial interest in the movable property not in the
possession, either actual or constructive of the claimant which the civil
courts recognize as affording grounds for relief, whether such debt, or
beneficial interest be existent, accruing, conditional or contingent.’
Accordingly, this mean, it excludes not only a claim to any immovable
property for a debt but also a debt secured or any movable property in
possession of the claimant. It follows, therefore that it is a claim for a
simple debt or liability and which can be realized by a legal action. An
actionable claim is called, in English Law, a chose in action or a thing in
action as against a chose or money in possession. It denotes
incorporeal personal property of all disciplines and an interest in
corporeal personal property not in possession of the owner which
accordingly can only be claimed or enforced in action. Therefore, while
the different types of movable property governed by the Sale of Goods
Act can be called as chose in possession, an actionable claim is also a
type of movable property called chose in action. It is also a movable
property because a debt is a property and anything which is not
immovable property is movable property. Hence, when a Muslim makes
a gift (hiba) of such a right, actionable claimant is not valid unless it is in
writing & is signed by the donor.
Gift of Insurance Policy: Gift of Insurance policy is valid, under the
Insurance Act 1938, sec 38(7). The policy holder ownes this interest, this
interest is his contingent interest. As gift of contingent interest is void
under Muslim law. But under sec 38(7) of the insurance Act 1938, are
wide enough to exclude the contrary rule of Muslim law on gift this was
held in Sadiq Ali V/S Zahida Begum, by the Allahabad High Court.
Gift of Dower (Mahr): Gift of dower by a wife in favour of her husband is
valid. This is called as Hiba-e-Mahr i.e. gift of dower. But a wife can
make the gift of her dower or mahr is a debt of the husband against his
wife. Right to claim a debt is an actionable claim, hence wifes right to
dower is an actionable claim. Hence it may be subject matter of Hiba.
There are two rules regarding the gift of dower or Mahr;
1. The wife may make a gift of her dower to her husband either
unconditionally or conditionally. If the gift to husband is subject to
condition then the condition has to be fulfilled for the husband to
take effect to the gift.
2. A gift of the dower to a debt husband is also valid it operates to
extinguish the right of widow to claim the Mahr.
This is a very peculiar type of gift under the concept of personal law .
Hiba means gift and Iwaz means consideration or returns .
Hiba-bil- iwaz is a gift with consideration .
Under the TPAct such kind of Gift is not recognised but under Muslim
law such kind of gift is recognised .
In this type of Gift the donee gives some thing in exchange of a gift
.Therefore such gifts are called as such .
E.g. ‘A’ makes a gift of his house to ‘B’ ; ‘B; in turn makes a gift of a
Wagon to ‘A’ , saying that the Wagon was being given in return to gift
made by ‘A’ .here the gift of the house made by ‘A’ to ‘B’ is called Hiba-Bil
Iwaz.
Here the gift of Wagon from ‘B’ to ‘A’ is a Gift in exchange of the gift, in
lieu of ‘A’ .
Legally such transaction are termed as sale or exchange .
Generally Hiba-Bil-Iwaz is a Gift in its inception ,
But it becomes a sale or exchange afterwards when the donee takes the
pocession of Iwaz .
ESSANTIALS OR REQUIREMENTS .
Valid and complete gift by the donee.
All 3 essentials conditions must be present i.e. Declaration ,
Acceptance and Delivery and pocession .
If donee pays consideration the gift is Hiba-Bil-Iwaz .
LEGAL EFFECTS OF HIBABIL-EWAZ
Hiba-Bil-Iwaz is either sale or exchange depending on the property given
by the donee .
As it is declared as sale or exchange it is irrevocable .
Delivery of pocession , which is one of the essential element of Hiba is
not necessary for the validity of this type of Hiba .
Doctrine of Musha i.e. share in the undivided property under sunnie law
is not applicable to Hiba-Bil-Iwaz .
Right of pre -emption is exercisable by the pre-emptor in Hiba-Bil-Iwaz
Hiba-ba-shartul-iwaz:
In this type of gift the donee does not pay the consideration
voluntarily , it is played by the donee because it is a condition precedent
for the gift .
Therefore the subsequent gift by the donee to the donor is the condition
precedent for the first gift in favour of the donee.
LEGAL EFFECTS OF HIBA-BA-SHARIATUL-EWAZ.
The whole transaction is a set of two independent gifts.
It is revocable in the beginning but once the donee makes a gift of his
property in furtherance of fulfilment of a condition the transaction
becomes irrevocable.
Right of pre-emption is exercisable here.
Doctrine of Musha is exercisable here .
This type of gift is not common and is not in practice.
CLASS II HEIRS
CLASS III
Distant Kindred :
The classification of distant kindred are classified into 4 classes .
CLASS I HEIRS :
Descendents ;
In this Class the order of priority is ,
Daughters child .
Sons daughters Child .
Daughters grand Child .
Son's Son’s daughter and remote heir .
The distant Kindred are to inherit only in absence of relation .
They are 2 rules ;
1) Where an intermediate ansister of the Claimants are of similar sex ,
the property is divided among them equally . Subject to general
rules . But if the claimant are of different sex then the property will
be divided as according to general rule of ; 1:2 principle .
2) Where the immediate ancestor of the clamant is of a different
sex the property is distributed according to rule 1 as mentioned .
When one clamant is calming through one line and the other
clamant is claiming through other line than following method is
applied .
Beginning from the descendent , it has to stop at the first line of
decent in which the sex of intermediate ancestor is different .
If there are 3 or more distant Kindred claiming through different
lines of decent , the rule is to stop at the stage where the sexes of
the intermediate ancestors differ to assign the share to the Male
and Female ancestor in ratio of 1:2.
The collective shares of all the male ancestors will be divided
among their decedents .
The share of ancestors of this line are as follows :
CLASS II HEIRS ;
In absence of class i heirs the property devolves to class ii of the
distant kindred which consists of the ascendants of the de ceased .
The property is distributed among the kindred of this group in the
order of succession .
1) Mothers father .
2) Fathers Mothers father and Mothers , Mother Father in the ration
2:1 under the general principles .
3) Mothers Fathers Father and Mothers ,Mothers Father in the ratio
2:1 .
The property is to be divided according to 3 rules ;
RULE I:
1) Heir who are nearer in decree excludes the remoter heir .
2) Among the claimants of the deceased , though shares are preferred
over those who are connected through distant kindred .
3) Where the clamant belong to the paternal as well as material side and
; 2/3 is assigned to the paternal side and 1/3 to the maternal side .
Thereafter share assigned to the paternal side is 2/3rd this is divided
among the ancestors of the Father and the share assigned to maternal
1/3rd is divided among the ancestors of the Mother .
CLASS III HEIRS .
The decedents of brothers and sisters who are neither sharers nor
residuary as included in class III heirs of distant Kindred in devolution of
estate among the heirs of this class .
3 rules are applicable , they are :
RULE I;
The nearer in decree excludes the remoter .
RULE II;
Where the clamant of the same decree of relationship ,the children of
the residuaries are preferred to the children of the kindred .
RULE III ;
Among the claimants of the same decree of relationship the decedents
of full brother excludes the decedents of consanguine brothers and
sisters.
CLASS IV:
This categories of distant kindred consists of Uncles and aunts and
decedents of Uncle .
SHIA LAW OF INHERITANCE
Classification :
Under a Shia Law , a person may become the legal heir of the deceased
either because of his relationship through Marriage or because of
relationship through blood .
The Shia heirs are classified into 2 categories they are :
1) Heirs may be by marriage or
2) By consanguine .
Heirs by marriage are Husband and Wife .
Heirs by consanguine are divided into 3 categories they are .
1. Class I heir .
2. Class II heir .
3. Class III heir .
CLASS I HEIR :
o These includes ;
o Parents.
o Children and other lineal decedents how low so ever .
CLASS II HEIRS:
o Grand parents how high so ever .
o Brother and Sisters .
o Decedents , how low so ever .
CLASS III HEIRS :
• The paternal side relatives .
• Maternal Uncles , and aunts of the deceased and her parents ,
grand parents how high so ever , and also they decedents how low
so ever .
Respective shares of the Shias are further classified into 2
categories they are :
Sharers .
Residuaries .
no Kindred .
The sharers are of 9 they are :
1) Husband .
2) Widow .
3) Father .
4) Mother .
5) Daughter .
6) Full sister .
7) Consanguine sister .
8) Uterine Sister .
9) Uterine Brother .
HUSBAND :
Without children or lineal descendent the husbands share is ½ .
With children or lineal descendents his share is ¼ .
WIDOW :
th
Without children or lineal descendants , the widows share is 1/4 .
With children or lineal decedents the widows share is 1/8th .
A child less widow gets her 1/4th share only out of immovable
properties of the deceased husband .
FATHER :
Without the children or the lineal decedents , the father inherits as
a residuary .
With children the fathers share is 1/6th .
MOTHER :
In absence of,
A child or a lineal decedents or,
Two or more full or consanguine brothers .
One of such brother and 2 of such sister or ,
Four such sisters with father and share of mother share is 1/6th .
DAUGHTER :
Share of a single daughter is ½ .
Share of 2 or more daughters is 2/3rd to be inherited collectively .
In presence of son daughter becomes residuary .
FULL SISTER :
The share of a single sister is ½ and that of 2or more full sister is
2/3rd .
The full sister gets the above share only in absence of ;
Parents .
Fathers father and full sister , the full sister inherits as a residuary .
In presence of ;
Full brother .
Fathers Father and full sister the full sister inherits as a residuary .
CONSANGUINE SISTER :
The share of a single consanguine sister is ½ and that of two or
more consanguine sisters is 2/3rd .
The above share is inherited by the consanguine sister in absence
of ;
Parent.
Lineal desendent.
Full brother .
Full sister.
Consanguine brother .
Fathers father .
In presence of consanguine brother and fathers father , the
consanguine sister inherits as a residuary .
UTRENE BROTHER :
The share of one Uterine brother is 1/6th and that of 2or more
uterine brothers is 1/3rd .
The above share is inherited by the Uterine brother in the absence
of , children , or lineal decendents nd parents.
UTERINE SISTER :
Same as uterine brother .
DISTRIBUTION OF PROPERTY
According to the class I heirs of inheritance , it includes
husband or wife and parents , children ,grand ,children and also
remote lineal decedents of the deceased .
When inheritance opens , the heirs of this class are entitled are to
inherit first of all .
Certain procedures are adapted at the time of distribution of
property among the heirs of this class .
All the shares are allotted to the husband or the widow as the case
may be .
Next the sharers are allotted to those heirs who inherit only as
sharers .
There after , the residue if any is divided among the reliquaries .
CLASS II HEIRS :
This class of heirs includes , Grand Parents how high so ever ,
Brother and Sisters , Descendents how low so ever , of Brothers
and Sisters .
In absence of the I Class heirs the property is distributed among
the heirs of II Class .
CLASS III HEIRS :
In absence of class I, and class II , heirs the property is divided
among the class III heirs , the Class III heirs are the residuary heirs
CONSNGUINITY
When a person dies intestate, his heirs would fall in 2 groups, relatives
by blood and relatives by marriage. All people connected to the
deceased by blood would fall in the first category and his widow would
fall in the second category .Consanguinity is the connection or relation
of a person’s descendent from the same stock or common ancestor,
they are also called kindred.
Consanguinity or kindred is defined ,as “vinculum personarum ab eodem
stipite desendentium “, i.e. the connection or relation of persons
descendent from the same stock or common ancestor .
Consanguine are of two types ; 1) lineal consanguinity and 2) Collateral
consanguinity .
In case ‘A’s wife had died before him , then B,C and D would divide the
property equally among them .
b) If the intestate leaves back grand child or grand children behind
him , the grand child is alone survivor he will be taking the whole of
the share .
If the grandchildren are more than one the grand children will take equal
share .
E.g. A , has three children and no more , x, y, and z they all die before A ,
X leaves 3 children , Y two children and Z, leaves 4 children , later A dies
leaving these 9 grand children and no descendent of deceased grand
child in this case each of this grand child will take 1/9th of the share .
The same rule applies if deceased left only great grand children or
remoter lineal descendents Grand child or grand children or grate grand
children or great grand children . The division among them has to be per
capita .
If , however the lineal descendent are not in the decree the division has
to be per stripes .
E.g. ‘A’ had 3 children X, Y, Z ;X leaves 4 children , Y dies leaving 1 child ,
and Z alone survives father ,’A’ .
In this case 1/3rd is allotted to Z , 1/3rd to the 4 children of X , and the
remaining 1/3rd to the only child of Y.
RULES OF DISTRIBUTION AMONG KINDERED
SEC(41-48).
a) If the intestate has left a widow her share has to be first be deducted
and the rest has to be divided .
If the father of the intestate is living along with the widow after
deducting the widows share i.e. ½ the father takes ½ the share .
b) If intestates father is dead, Mother, Brother, and sister of the intestate
are alive the intestates property is to be equally divided among them .
The children of the deceased brother and sister will represent they
parents and will take the share as they parents would take during they
life time.
E.g. ‘A’ dies intestate, survived by his mother and two brothers of full
blood, E and F and sister G , who is uterine sister .
The Mother takes 1/4th , each brothers takes 1/4th and the uterine sister
takes 1/4th of the share in the property .
a) Also if the deceased leaves back only lenial descendents the
property would be equally shared b/w all the surviving lenial
descendents equally.
d) If mother alone survives then, the mother will take the whole of the
property.
f) If they is no father, mother no lineal descendents, only brother and
sister are surviving then the property is equally shared b/w such
surviving brother and sister.
g) If nobody in stock of the intestate is surviving the property could be
taken by the government by escheat.
Probate
According to section 2(f)1 of the Indian Succession Act, 1925 Probate
refers to a copy of the will that is certified by the seal of a court of
competent jurisdiction. Through Probate, rights pertaining
administration of an estate is granted to the applicant (who is an
executor under the will). It is a judicial process through which the validity
and authenticity of a will is determined in a court of law. In this process,
the executor of the will, beneficiaries, and value of the estate are
determined. Probate helps the executor to receive a certification from
the court that he is duly authorized to administer the estate of the
testator under the will. Even a beneficiary can be appointed as an
executor under the will.
To whom Probate cannot be granted
According to section 2232 of the Indian Succession Act, 1925, Probate
cannot be granted to any person who is a minor or is of unsound mind.
Neither it can be granted to an association of individuals unless it is a
company which satisfies the conditions prescribed by rules to be made
by notification in the Official Gazette by the State Government in this
behalf.
Letter of Administration
218 letter of administration is granted .
The critical difference between Probate and Letter of Administration is
that Probate is granted to an executor nominated under the will.
Whereas, if a will does not nominate an executor, the beneficiaries of the
deceased will have to file an application for Letter of Administration.
This Letter of Administration would grant the same administrative rights
to the beneficiaries that an executor would have enjoyed. However, If a
person dies intestate, then an applicant seeking administrative rights
pertaining to the deceased estate files for Letter of Administration.
Hence, when a person dies intestate/ or doesn't nominate an executor
under the will, it is then, the Letter of Administration acts as a facilitating
document. Letter of Administration is granted to the beneficiaries after
they apply to a Court of law having competent jurisdiction. Letter of
Administration entitles the administrator to all rights belonging to the
intestate as effectually as if the administration had been granted at the
moment after his death.
According to section 234 of the Act, if the executor, residuary legatee or
representative of the residuary legatee doesn't exist, declines, is
incapable of acting or cannot be found, then the person who would have
been entitled to administer the estate in case of the deceased dying
intestate would be entitled to file an application for the Letter of
Administration. The same provision under the act empowers any other
legatee having a beneficial interest or a creditor to file an application for
the Letter of Administration as the case may be.
To whom Letter of Administration cannot be granted
Letters of administration cannot be granted to any person who is a
minor or is of unsound mind, nor to any association of individuals unless
it is a company which satisfies the conditions prescribed by rules to be
made by notification in the Official Gazette by the State Government in
this behalf.
Is it mandatory to obtain Probate /Letter of Administration?
Section 213(1) makes it mandatory for every legatee or executer to
obtain a Probate of the will or Letter of Administration with the will
before they try to execute a will. Otherwise, an executor or legatee
cannot establish any right in a court of law pertaining to the concerned
will and any estate mentioned therein.
In simple words, an executor or the legatee can only perform their
testamentary operation and their respective roles disposition of the
deceased estate, when they duly obtain a Probate/Letter of
Administration from a court of competent jurisdiction.
Exception to the mandate under section 213(1)
Section 213(2) read with section 57 of the Indian Succession Act, 1925
clearly carves out certain exceptions to the mandate under section
213(1) of the Act. For a better understanding, both sections are
extracted below:
57. Application of certain provisions of Part to a class of wills made by
Hindus, etc.--The provisions of this Part which are set out in Schedule III
shall, subject to the restrictions and modifications specified therein,
apply—
(a) to all wills and codicils made by any Hindu, Buddhist, Sikh or Jaina,
on or after the first day of September 1870, within the territories which at
the said date were subject to the Lieutenant-Governor of Bengal or
within the local limits of the ordinary original civil jurisdiction of the High
Courts of Judicature at Madras and Bombay; and
(b) to all such wills and codicils made outside those territories and limits
so far as relates to immovable property situate within those territories or
limits, 2[and
(c) to all wills and codicils made by any Hindu, Buddhist, Sikh or Jaina on
or after the first day of January 1927, to which those provisions are not
applied by clauses (a) and (b):]
Provided that marriage shall not revoke any such will or codicil.
213. Right as executor or legatee when established.
(1) No right as executor or legatee can be established in any Court of
Justice unless a Court of competent jurisdiction in India has granted
probate of the will under which the right is claimed, or has granted
letters of administration with the will or with a copy of an authenticated
copy of the will annexed.
(2) This section shall not apply in the case of wills made by
Muhammadans 3[or Indian Christians], and shall only apply--
(i) in the case of wills made by any Hindu, Buddhist, Sikh or Jaina where
such wills are of the classes specified in clauses (a) and (b) of section
57; and
(ii) in the case of wills made by any Parsi dying, after the
commencement of the Indian Succession (Amendment) Act, 1962 (16 of
1962), where such wills are made within the local limits of the 4[ordinary-
original civil jurisdiction of the High Courts at Calcutta, Madras and
Bombay, and where such wills are made outside those limits, in so far as
they relate to immovable property situate within those limits.]
A bare reading of Sections 213(2) and 57 of the Act makes it clear that
whatever exception contained in Sub-section (1) of Section 213 has no
application in respect of wills made by any Hindu, Buddhist, Sikh or Jaina,
on or after the first day of September, 1870, within the territories subject
to the Lieutenant-Governor of Bengal or within the local limits of the
ordinary original civil jurisdiction of the High Courts of Judicature at
Madras and Bombay. Also, in respect of those wills that are made
outside the territories mentioned above but deals with immovable
property situated within such territories.
SUCESSION CERTIFICATE
Succession certificate granted under this act is a document giving
authority to a person who obtains it.
To represent the deceased for the purpose of collecting the debts &
securities due to him or repayable in his name.
It allows the debtors to make payment without any risk.
When Succession certificate is granted u/sec 373,
1. If the judge decides the right belonged to the applicant.
2. If the applicant appears to him to have prima facie best title to it.
When certificate is not granted,
1. With respect to any debt or security to which
The right is to be established either by probate or letter of administration
.except in cases of Christians.
Who can grant it?
1. Can be granted by the Dist Court.
2. Or any court inferior with the powers of the Dist court.
Contents of the certificate sec 372,
1. Time of deceased death.
2. The place where ordinarily resided.
3. Name & residence or his relative.
4. Right in which the petitioner claims.
5. Absence of any impediment either in the grant or in the validity of
the certificate.
6. Debts & securities in respect of which it is applied for.
REVOCATION OF CERTIFICATE SEC 383
Circumstances under which the certificate may be revoked.
1. That the proceeding to obtain was defective in nature.
2. Certificate was obtained fraudulently by making false suggestion.
3. Certificate was obtained by untrue allegation.
4. That the certificate has become useless & inoperative through
circumstances.
5. That in an order of the suit if it renders proper that the certificate
should be revoked then it could be revoked.
Succession certificate is a sanctioning document that sanctions the
right to inherit debt and securities to the legal heirs of the deceased who
died intestate. This right to inherit is sanctioned when the beneficiaries
apply to a civil court of competent jurisdiction. In other words, a
succession certificate gives legal recognition to the right of legal heirs to
inherit the estate of the deceased. According to section 37012 of the Act,
it is pretty clear that Succession Certificate cannot be granted pertaining
to any debt or security to which the rights are required to be established
by Probate13 or Letter of Administration.
Succession Certificate is not required in case of compensation
sanctioned for an employee's death in the course of his duty.The Ho'nble
Supreme Court has discussed the status conferred upon the grantee of
a Succession Certificate in Banarsi Dass Versus Teeku Dutta (Mrs) and
another.
The court said that "The main object of a Succession Certificate is to
facilitate collection of debts on succession and afford protection to
parties paying debts to representatives of deceased persons. All that the
Succession Certificate purports to do is to facilitate the collection of
debts, to regulate the administration of succession and to protect
persons who deal with the alleged representatives of the deceased
persons. Such a certificate does not give any general power of
administration on the estate of the deceased. The grant of a certificate
does not establish title of the grantee as the heir of the deceased. A
Succession Certificate is intended as noted above to protect the debtors,
which means that where a debtor of a deceased person either voluntarily
pays his debt to a person holding a Certificate under the Act, or is
compelled by the decree of a Court to pay it to the person, he is lawfully
discharged. The grant of a certificate does not establish a title of the
grantee as the heir of the deceased, but only furnishes him with authority
to collect his debts and allows the debtors to make payments to him
without incurring any risk".
After reading the decision of our Hon'ble Supreme Court it can be easily
construed that a Succession Certificate is helpful while dealing with
movable assets like provident fund, bank deposits, shares, loans and etc.
but not a strong proof for establishing administrative rights pertaining to
an immovable property of the deceased in a court of law. Instruments
like Letter of Administration should also be supplemented for grant of
administrative rights pertaining to an immovable property.
Probate, Letter of Administration and Succession Certificate are legal
documents through which rights pertaining to the estate of the
deceased are granted. Probate and Letter of Administration are the
primary documents through which administrative rights pertaining to the
estate of the deceased are validated. The role of Succession Certificate
is very limited in comparison with the other two documents. Succession
Certificate can be used for acquiring debts and securities but rights
pertaining to immovable property and assets that are of significant
worth requires grant of Probate or Letters of Administration.
-----------------------------------------------------------------------------------------------------