H. Venkatachala Iyengar Vs. B. N.
Thimmajamma & Ors [1958] INSC 112 (13 November 1958)
GAJENDRAGADKAR, P.B.
AIYYAR, T.L. VENKATARAMA SARKAR, A.K.
CITATION: 1959 AIR 443 1959 SCR Supl. (1) 426
CITATOR INFO :
R 1962 SC 567 (5) F 1964 SC 529 (4) F 1965 SC
354 (9,11) F 1971 SC2236 (5) F 1974 SC1999 (7) F 1977 SC 63 (9) R 1977 SC 74
(10) R 1982 SC 133 (7) RF 1987 SC 767 (2) F 1990 SC 396 (21) E&R 1990
SC1742 (3)
ACT:
Will-Mode of proof-Onus-Suspicious
circumstances-Removal of such suspicion, if part of the initial burden on the
propo under-Indian Evidence Act, 1872 (1 Of 1872), ss. 45, 47, 67, 68--Indian
Succession Act, 1925 (XXXIX Of 1925), ss. 59, 63.
HEADNOTE:
The mode of proving a will does not
ordinarily differ from that of proving any other document except as to the
special requirement of attestation prescribed in the case of a will by s. 63 of
the Indian Succession Act. Proof in either case cannot be mathematically
precise and certain and so the test should be one of satisfaction of a prudent
mind in such matters. The onus must be on the propounder and in absence of
suspicious circumstances surrounding the execution of the will, proof of
testamentary capacity and signature of the testator as required by law may be sufficient
to discharge the onus.
Where, however, there are suspicious
circumstances, the onus would be on the propounder to explain them to the satisfaction
of the Court before the will can be accepted as genuine. If the caveator
alleges undue influence, fraud or coercion the onus will be on him to prove the
same. Where there are no such pleas but the circumstances give rise to such
doubts, it is for the propounder to satisfy the conscience of the Court.
What are suspicious circumstances must be
judged in the facts and circumstances of each particular case. If the
propounder takes a prominent part in the execution of the will which confers
substantial benefits on him, that itself is a suspicious circumstance attending
the execution of the will and in appreciating the evidence in such a case, the
court should proceed with an open but nevertheless vigilant and cautious mind.
Harmes v. Hinkson, (1946) 50 C.W.N. 895,
Fulton v. Andrew, (1875) L.R. 7 H.L. 448, Barry v. Butlin, [1838] 2 MOO. P.C. 480,
Vallasamy Servai v. Sivaraman Servai, (1929) L.R. 57 I.A. 96 and Sarat Kumar
Bibi v. Sakhi Chand, (1928) L. R. 56 1. A. 62, referred to.
Case-law discussed.
In the instant case the appellant, as the
sole executor to a will, brought the suit out of which the appeal arises, for a
declaration that the testatrix was the owner of certain properties and was as
such entitled to dispose of them by the will and asked for consequential
reliefs purporting to give effect to the bequests made by her. It appeared from
the evidence that the appellant took a prominent, if not a decisive, part in
the execution of the 427 will, which contained substantial bequests in favour
of his sons. But there was no evidence to show that the draft was ever approved
by the testatrix or that the will was fully read out to her and she knew its
contents. The trial court decreed the suit but the High Court dismissed the
same.
Held, that the High Court was right in
setting aside the finding of the trial court that the will had been duly and
validly executed.
Held further, that the trial court was in
error in holding that the proof of signature in the instant case could raise a
presumption as to the testator's knowledge of the contents of the will.
Surendra Nath Chatterji v. Jahnavi Charan
Mukherji, (1928) I.L.R 56 Cal. 390, explained and approved.
CIVIL APPELLATE JURISDICTION: Civil Appeal
No.18 of 1955.
Appeal from the judgment and decree dated
March 20, 1651, of the Mysore High Court in R.A. No. 155 of 1947-48, arising
out of the judgment and decree dated December 19, 1947, of the Court of
Sub_Judge, Mysore, in 0. S. Suit No. 44 of 1946-47.
S. K. Venkataranga Iyengar and K. Keshava
Iyengar, for the appellant.
A. V. Viswanatha Sastri and K. R. Choudhry,
for respondent No. 1.
1958. November 13. The Judgment of the Court
was delivered by GAJENDRAGADKAR, J.-This appeal arises from a suit brought by
the appellant in the court of the Subordinate Judge, Mysore, as the sole
executor of the will alleged to have been executed by one Lakshmamma on August 22,
1945, (Ex. A). In this suit the appellant claimed a declaration that the said
Lakshmamma was the owner of the properties mentioned in the schedule attached
to the plaint and as such was entitled to dispose of them by a will; and be
asked for consequential reliefs purporting to give effect to the bequests made
by the said will. The schedule attached to the plaint describes the properties
covered by the will under five items. First three items in the schedule refer
respectively to 5, 4 and 4 agricultural lands at Hampapura village, whereas the
fourth item includes 428 9 lands at Arjunahalli village and the last item
is.& vacant site in Hampapura village. According to the plaint, under the
will respondent I was entitled only to a life interest in items I and 2 and
that on her death the said items would vest in respondents 2 to 4 and
respondent 5 respectively.
Since respondent 1 was in possession of all
the five items, the appellant claimed a decree for possession against
respondent 1 in respect of items 3, 4 and 5 and a declaration that respondent I
was to have only a life interest in items 1 and 2. By his plaint the appellant
also claimed to recover Rs. 2,106 which had been collected by respondent 1 by
way of income from the suit lands and a further prayer was made for the payment
of current mesne profits by respondent 1.
Before referring to the pleadings of the
parties it would be relevant to mention the material facts in regard to their
relationship which are not in dispute. One Annaji lyengar who died in July 1903
left behind him his adopted son, the appellant, and two daughters Gundamma
alias Ranganayakamma who is still alive and Lakshmamma alias Achamma who is
alleged to have executed the will in suit and died thereafter on September 26,
1945, at Mandya. Respondents 2 to 4 are the sons of the appellant. Lakshmamma
was married to Sadagopalachar who died in December 1908. The couple had three
children, a son named Narayana lyengar who died on January 14, 1944, without
any issue and left behind him his widow respondent 1 ; and the two remaining
children of Lakshmamma were daughters Thirumalamma and Yadugiramma.
Both of them are dead. Thirumalamma was
married to one G. Parthasarathy lyengar by whom she had a son of weak
intellect, who died pending litigation, and three daughters Neelu, Jaya and
Padmini. Yadugiramma was married to Kalbagal Garudachar and by him she had a
son Narasimha lyengar, respondent 5, and daughter Lilly. Kalbagal Garudachar
had a son S. G. Kalbagal, (hereinafter described as Junior Kalbagal) from his
first wife. Jaya was married to Kalbagal Junior. The claim made by the
appellant under the will is resisted by respondent 1.
429 Respondents 2 to 5 have not appeared in
the proceedings.
According to the case set out by the
appellant in his plaint Annaji lyengar bad made a gift of properties, items 1
and 2, in favour jointly of Lakshmamma and Sadagopalachar under a registered
deed of gift on February 16, 1902 (Ex. D). It was also alleged that the said
Annaji lyengar had executed a will On August 31, 1901, (Ex. B2(a)) under which
he had bequeathed in favour of Lakshmamma and Sadagopalachar hypothecation
bonds to the extent of Rs. 10,320 as gift with the express stipulation that the
survivor of the legatees should take the whole of the bequest by survivorship.
The appellant alleged that Sadagopalachar was a man of very moderate means and
had given up his petty job in the registration department in order to manage
the properties received by him and his wife from Annaji lyengar. During the
course of the management Sadagopalachar used the cash of Rs. 10,320 received by
bequest under the will of Annaji lyengar to buy some immoveable properties
including items 3 and 4. Since Sadagopalachar pre-deceased his wife Lakshmamma,
all his rights in the properties acquired under the gift deed as well as those
subsequently purchased devolved on Lakshmamma alone by survivorship. That is
how she became the absolute owner of the said properties.
Alternatively it was alleged by the appellant
that even if survivorship did not apply and so her son Narayana lyengar
acquired interest to half the share in the properties covered by the gift deed,
he had during his lifetime sold away considerable properties of his father and
mother much above the value of his half share and in consequence the remaining
properties which represent Lakshmamma's half share became her absolute
properties. On this alternative ground the absolute title of Lakshmamma with
regard to all the properties in suit was set up. The appellant thus claimed that
Lakshmamma was entitled to make a will and asked -.or a declaration in that
behalf and consequential reliefs so as to give effect to the terms and
dispositions of the will.
According to the appellant the will
propounded by him was 430 the last testament of Lakshmamma and it had been a
executed by her voluntarily and of her own free will while she was in a sound
and disposing state of mind.
Respondent I disputed the appellants claim.
She denied that Annaji lyengar had made a will on August 31, 1901, or that
Lakshmamma and Sadagopalachar had received the moveables of the value of Rs.
10,320 under it. According to her, the gift deed (Ex. D) did not provide for
devolution of interest by survivorship; she pleaded that Lakshmamma had
transferred all her interests in the properties comprised in the gift deed in
favour of her husband Sadagopalachar who then became their sole owner.
Respondent 1 did not admit that the properties subsequently purchased by
Sadagopalachar including items 3 to 5 were purchased with any monies bequeathed
to him and his wife by Annaji lyengar; according to her, Sadagopalachar had
made these purchases with his, own funds. Respondent 1's case was that, after
the death of his father Sadagopalachar, her husband Narayana lyengar became the
absolute owner of all the properties and so Lakshmamma was not competent in law
to make a will in respect of any of them. She further alleged that the will set
up by the appellant was not genuine or valid and that at the material time
Lakshmamma was not in a sound and disposing state of mind. She contended that
the will had been brought into existence through the machinations of the
appellant and she disputed the appellant's right to bring the present suit.
On these pleadings the learned trial judge
framed fifteen issues. He found that the will executed by Annaji lyengar on
August 31, 1901, was genuine and valid; and that the rule of survivorship was
applicable as between the legatees inter se in respect of the properties
conveyed by the said will.
It was, however, held that the rule of
survivorship did Dot apply to the properties gifted to Sadagopalachar and
Lakshmamma under Annaji's deed of gift (Ex. D) which was held to be genuine and
valid. In regard to the properties subsequently purchased by Sadagopalachar the
learned judge said that " in fairness to the parties he would 431 like to
hold that various survey numbers in items 3 and 4 had been purchased by
Sadagopalachar out of the joint income from the properties bequeathed to him
and his wife by Annaji as also from the properties and through income which he
got at a partition between himself and his coparCeners ".(Ex. F). The
purchases made by Narayana Iyengar were held to have been made out of the
income of the properties of, his father and of his mother. The learned judge-'
rejected the plaintiffs case that Narayana lyengar had disposed of his
properties equivalent to his right under the gift deed of Annaji (Ex. D) and
held that he was the owner of the properties which had. vested in his father.
In the result, according to the learned judge, Lakshmamma had a half share in
all the properties in suit and so she was competent to make the will in respect
of the said share. The learned judge then considered the question as to the
execution of the will set up by the appellant and came to the conclusion that
the will (Ex. A) was genuine and valid to the extent of the share belonging to
the testatrix. The learned judge also found that the suit was maintainable, was
not barred by time and had been properly filed. As a result of these findings
the learned judge declared that Lakshmamma was the full owner of half the share
in the scheduled properties and that respondent I under the will had only a
life interest in respect of the said half share in items 1 and 2. As a consequence
of this declaration the decree passed by the learned judge directed respondent
I to put the appellant in possession of Lakshmamma's half share in items 3, 4
and 5;
it also ordered respondent 1 to pay. to the
appellant a sum of Rs. 1,050 out of the past mesne profits recovered by her.
An enquiry into future mesne profits was also
directed under
0. XX, r. 12. In view of the fact that the
appellant had succeeded only in regard to half the properties in suit the
decree askEd the parties to bear their own costs.
Against this decree respondent I preferred an
appeal in the High Court of Mysore; and the appellant filed cross objections.
The High Court held that the appellant had not established that when Lakshmamma
was 432 alleged to have executed the will she was in a sound and disposing
state of mind or that it was her will in the sense that it represented her
intentions. According to the High Court, in the light of this finding " it
might be unnecessary to consider the other issues in the case". Even so
the High Court proceeded to indicate its conclusions on two of such issues. It
held that the appellant had entirely failed to prove that the money for the
purchase of items 3, 4 and 5 came out of any bequest under Annaji's will (Ex.
B2(a)) or the incomes from the properties covered by the gift deed (Ex. D) and
so in its opinion Lakshmamma could not claim any share in the said properties.
On the other hand, the High Court indicated that it was inclined to accept the
plea raised by respondent 1 that Lakshmamma had transferred all her interest in
the properties comprised in the said deed of gift in favour of her husband
Sadagopalachar; and since in its opinion " Lakshmamms at no time appears
to have claimed that she had any interest in those properties, there was
considerable force in the argument urged by respondent 1 that LakShmamma must
have relinquished her interest in the said properties and waived her rights in
favour of -her husband ". The High Court thought that the learned trial
judge had not fully considered all the material bearing on this point and so
was in error in holding that at the relevant date Lakshmamma had a subsisting
interest in half the share even in the suit properties, items 1 and 2. Having
thus indicated its decision on the two issues the High Court has observed that
even if it had found in favour of the appellant on these two points it would
not have been of any help to him because his case must inevitably fail when it
is held that the will set up by him was not proved to be the last will and
testament of Lakshmamma. In the result the appeal preferred by respondent I was
allowed, the cross-objections filed by the appellant were rejected and his suit
was dismissed. In the circumstances of the case the High Court made no orders as
to costs.
The appellant then applied for and obtained a
certificate from the High Court that the decision under 433 appeal is one of
reversal and it involves a claim respecting properties of the value of not less
than Rs. 20,000. In pursuance of this certificate the High Court ordered that
the appeal to this Court should be admitted; and so this appeal has come to
this Court.
Since the main contention raised by the
appellant is directed against the finding of the High Court that the will in
question is not proved to be the last will and, testament of Lakshmamma, it
would be necessary to refer to the broad features, and dispositions, of the
will and the evidence adduced by the appellant to prove its execution. At the
material time Lakshmamma was about 64 years of age. She usually resided at
Hampapur; but about a month before the executing of the will she had gone to
Mandya to attend the marriage in the house of Junior Kalbagal. After the
marriage was over she would normally have returned to Hampapur but she fell ill
and had to extend her stay with Junior Kalbagal. The appellant's case is that
she had told him that she wanted to execute a will and had given him
instructions in that behalf. This talk had taken place between her and the
appellant about a year before the execution of the will. The appellant,
however, did not find time to get the will written. When Lakshmamma fell ill at
Mandya the appellant had gone to visit her and she pressed the appellant to
prepare the draft of her will in accordance with her instructions. So the
appellant prepared a draft at Mysore a day prior to the execution of the will.
He then went to Mandya by. the morning train on August 22, 1945, and the will
was got written about 11 or 11-30 a.m. The appellant had the draft in his hand
from which he dictated to the scribe Chokkanna (P. W. 3) who wrote the will.
After the will was written the scribe took it
to the adjoining room where Lakshmamma was lying in bed. The will was then read
out to her and was signed by her in five places (Exs. A-1 to A-5). Subsequently
it was attested by two witnesses Krishnamurthy Rao (P. W. 1) and Narasimha
Iyengar (P. W. 2). Sometime later during the course of the day the
Sub-Registrar came to the house of Junior Kalbagal and in his 55 434 presence
the will (Ex. A) was duly registered. On the same day at about the same time
Lakshmamma executed a power of attorney in favour of the appellant (Ex. EE) and
this document was also duly attested and registered. The appellant has examined
himself (P. W. 7), the two attesting witnesses (P. W. 1 and P.W. 2), the scribe
(P. W. 3) and Junior Kalbagal (P. W.4) in support of his case that the will was
duly and validly executed by Lakshmamma.
The will is a fairly long document and its
English translation spreads over eight printed pages. Though the dispositions
in the will have occupied a small portion of the document it contains elaborate
arguments in support of the averment of the testatrix that she was entitled to
make a will in respect of all the properties mentioned in the will. The will
begins with the recital about the illness of the testatrix and says " as I
have felt in my mind that it is necessary to mention here certain matters
clearly so that there may not be any kind of obstacles and obstruction at the
instance of any in respect of my purposes coming into effect after my death I
have got them written in detail." Then, the will refers to the gift deed
executed by Annaji jointly in favour of the testatrix and her husband
Sadagopalachar as well as to Annaji's will under which hypothecation bonds of
the value of Rs. 10,000 were bequeathed to both of them. The will then refers
to the fact that Sadagopalachar was possessed of only a house and a carriage
shed and owned no other ancestral property. Even the said house was of "
very ancient times and was in a dilapidated condition ". According to the
will Sadagopalachar held a small government job which he resigned in order to
live in Hampapur and to look after the property obtained by gift from Annaji. "
It was my opinion ", says the will, " that he was probably looking
after my share of the property in addition to his own and was improving the
same. It is but natural to think in this manner mutually in respect of husband
and wife ". Then the will refers to the subsequent purchase of certain
lands and avers that the amounts received by the couple from Annaji were
utilised for the said 435 purchase. The will then refers to the death of Sadagopalachar
in 1908 and describes the management of the properties during the lifetime of
Narayana lyengar the son of the testatrix. It says that during Narayanan's
minority the testatrix sold some properties at the advice and with the help of
her Brother-in-law Srinivasa lyengar for debts " without considering
whether it was my share or my husband's share "; she. also sold gold and
diamond ornaments to meet the urgent needs of the family. After Narayanan
became a major he began to manage the property in constitution with Srinivasa
lyengar. Narayanan wanted to build a house for residence in Mysore and so he
sold some wet lands situated at Sarvamanya Gaudhanahalli village. Narayanan had
no issue and so he spent generously at the time of the marriage of the three
daughters of his younger sister Thirumalamma.
Besides he got ornaments prepared moderately
for all of them and purchased and gave them as pin money some wet lands
situated at Arjunahalli village. Narayanan purchased and gave some wet lands at
the same village to the son of his second younger sister Kalbagal Narasimha
Iyengar and to Singamma and Lalithamma. Then the will refers to certain
purchases made by Narayanan and adds that the purchase of the said lands
nominally stands in his name though the right to the property vested in the
testatrix. The will then states that Narayanan had no issue and so he treated
his younger sister's children as his own, attended to their education, marriage
and other auspicious functions with great zeal. Having disposed of his
properties for the benefit of the said children Narayanan considered that since
he was the only son of the testatrix her share of the property was sufficient
for the maintenance of himself and his wife and so he had no worry on that
account. In other words, the will alleges that as a result of the alienations
made by Narayanan he ceased to have any share in the properties that remained
and in consequence the said properties belonged exclusively and solely to the
testatrix.
Then the will refers to the insurance amount
of Rs. 4,000 which was paid to respondent 1 on Narayanan's death; and 436 in
regard to Narayanan's illness which ultimately resulted in his death the will
adds that the testatrix herself had provided separate money for his medicinal
and family expenses and that she had given Narayanan Rs. 3,000 which had been
deposited with her Brother-in-law and the Reserve Bank share of Rs. 500 to
enable him to purchase a house at Mysore. The ,.will then refers to respondent
in terms of affection and states that the testatrix was making a bequest for
life of items I and 2 in her favour in order that she may lead her life without
any difficulty. ,Except me ", says the will, " no one has any right
whatever to the scheduled properties. They should go only to those for whom it
is intended here according to my desire after my death but there is no reason
whatsoever for their going to my agnates or any others. I am at full liberty to
make dispositions hereby according to my desire ".
After making these elaborate averments the
will proceeds to make dispositions of items I to 5. Items I and 2 are given to
respondent for life. " She shall have no right such as hypothecation,
sale, gift, exchange, etc., of the said properties nor has she any right
whatever to create liability in any way in favour of others ". After her
death respondents 2 to 4 are given item I and item 2 is bequeathed to
respondent 5. Respondent 5 is described as an heir by the testatrix after her
death and has been authorised to perform all her ceremonies. Item 3 is
bequeathed to respondent 5 and item 4 to respondents 2, 3 and 4. Out of the 15
acres of land included in item 4, the bequest in regard to 9 acres is burdened
with a charge in favour of certain legacies and charities mentioned in the
will. The recipients of the legacies who are the relatives of the testatrix are
named, and the charities are also specifically mentioned. Rs. 500 each have to
be paid to her eldest daughter's third daughter Padminiamma, to her eldest
daughter's son Thirumalachar and to Sudhakalyani, the daughter of her eldest
daughter's second daughter Jaya and to Nagendra, son of Neelamma, the eldest
daughter of her eldest daughter. Besides, Rs. 1,000 had to be used for 437
conducting service in the Sannadi of Lakshminarayanaswamy at Hampapur on the
respective dates of death of her husband, her son and herself. A sum of Rs. 500
has to be endowed for the Nandadipa service in the name of Narayanan in the
Sannadi of Thirupati Venkataramanaswami, and Rs. 500 for similar service in the
name of Sadagopalachar in the Sannadi of Channakeshavaswami, Belur, the place
of the family in Hassan District. An amount of Rs. 1,000 has to be utilised for
scholarship to poor students. In all Rs. 5,000 have to be spent for these
legacies and charities. The will directs that if respondents 2 to 4 fail to
make these payments within three years after the death of the testatrix the
appellant who is appointed the executor under the will should, after the expiry
of the said three years, sell for reasonable price the lands charged in that
behalf and should pay the full amount realised by such sale to carry out the
aforesaid charitable works and to give effect to the legacies mentioned in the
will. The will then avers that after her death the document would remain with
the appellant and it adds that the testatrix has not executed any prior will
but that in case any such will has been executed by her the same stood
cancelled by the execution of the present will. The will then repeats the
averment about the title of the testatrix and states that when Narayana Iyengar
was alive he had sold about 17 acres of land situate at Adagur and other places
for purchasing lands at Arjunahalli village for his sisters' children and so
the testatrix had full liberty to make a disposition in respect of the
scheduled properties which were her own. The will also adds that though the
said properties stand in the name of her son and rent notes in respect of them
are similarly executed in favour of her son that does not affect her title to
the said properties in any way. These are the broad features, and dispositions,
of the will in question.
We would now indicate briefly the evidence
led by the appellant on the question about the valid execution of the will. We
have already mentioned that the two attesting witnesses, the scribe and the
appellant himself have given evidence in support of the will.
438 Mr. Krishnamurthy Rao (P. W. 1) was a
medical officer to the Mysore Sugar Company, Mandya, and he knew the Junior
Kulbagal who was working as a Cane Superintendent in the said factory. This
witness was called by Kalbagal to attest the will and so he went to his house
and saw that Lakshmamma was lying in her bed since she had an attack of
paralysis on her left side. According to the witness her mind was clear and he
attested the will after ascertaining from her that the document had received
her approval. The witness was cross-examined in regard to his statement that he
had treated Lakshmamma and it was brought out in his answers that though she
may have been under his treatment for about a week he could not say if her name
found a place in the hospital register. He, however, added that even patients
who are treated in their houses would be mentioned in the hospital 'register if
they come and take medicine from the hospital. The witness admitted that the
will was not written in his presence and that it was already written before he
went to attest it. When the witness was asked about the details of his
signature on the will he gave answers which showed that he did not have any
clear recollection as to what happened on that date. First he stated that he
had put one signature but ultimately admitted that he had signed twice, once
while he attested the will and also when the Sub-Registrar registered it in his
presence. It fact some of his answers suggest that the witness did not even
remember that he was present when the Sub-Registrar arrived and registered the
document. The witness stated that the will was read in his presence but he did
not know if the whole was read or only a few portions of it.
The next attesting witness is Narasimha
lyengar (P. W. 2).
He was employed in Mandya Sugar Company
Distillery.
According to him the will was written in his
presence and Lakshmamma put her signature on it also in his presence. In
cross-examination, however, it appeared that his statement that he was present
when the will was written may not be accurate. He did not know whether there
was any draft already prepared and he saw none.
439 According to him, after the will was
written the appellant read out the will to Lakshmamma but according to the
appellant the will was read out by the scribe. He stated that after the will
was attested both he and P. W. 1 left the place but it is clear that P. W. 1
was present at the time of registration. The witness even did not know whether
Lakshmamma had any attack of paralysis. The evidence of the scribe (P. W. 3)
and of the appellant (P. W. 7) clearly negatived Mr. Iyengar's statement that
he was present at the time the will was written. The evidence of both the
scribe and the appellant unmistakably shows that Mr. lyengar was not present
when the will was written.
Chokkanna (P. W. 3) the scribe is a relative
of Kulbagal.
The mother of Chokkanna and Kulbagal's mother
are sisters.
He has written the will. According to him
Lakshmamma stated that she wanted to execute a will and that she would agree to
what the appellant would get written. The witness stated that the will was
written according to the dictation of the appellant in the presence of
Lakshmamma. The appellant had a draft with him. Except the appellant,
Lakshmamma and the scribe none else was present when the will was written. The
attesting witnesses came after the will was written. The witness then read the
will to Lakshmamma who consented to the recitals and signed it. It may be
pointed out that the account given by the scribe in respect of the writing of
the will is somewhat different from the account given by the appellant. The
-appellant has stated that the will was written in one room and Lakshmamma was
lying in the adjoining room and it was after the will was written that the
scribe went into the adjoining room and read the will to her so that the
statement of the scribe that the will was written in the presence of Lakshmamma
is not supported by the appellant. In fact the appellant's statement is corroborated
by the evidence of Junior Kulbagal in this matter.
Mr. Kalbagal (P.W. 4) does not seem to know
about the intention of the testatrix to execute the will. It was when plaintiff
asked him to get some attesting 440 witnesses that he came to know that a will
was going to be executed. He then went and brought P. W. 1 and P. W. 2 for
attestation. This witness admitted that Lakshmamma was ill and was unable to
get up and leave her bed. He heard about her intention to execute the will about
9 a.m. in the morning. He was not present when the will was written. He was,
how ever, present when the will was read out by the scribe to Lakshmamma. His
father Kalbagal Garudachar and his wife Jaya were also present. The witness
then stated that the appellant brought the Sub-Registrar at about 5-30 p. m.
and the Sub-Registrar registered the will. It would, however, appear from the
application (Ex. VI) made to the Sub-Registrar inviting him to come to
Kalbagal's house to register the will that it was not the appellant but the
witness himself who had brought the Sub-Registrar.
The last witness in support of the will is
the appellant himself, (P.W. 7). He has spoken to the instructions received by
him from Lakshmamma a year before the date of the execution of the will and he
has stated that he prepared a draft at Mysore a day before the will was
executed and that the will was written by the scribe as he dictated the
contents from the said draft. He had told Lakshmamma about what the draft
contained but he admitted that the draft was not read out to her. The witness
has then referred to the fact that the will was read out by the scribe to
Lakshmamma and she consented to it, whereupon it was signed by her and
subsequently attested by the two attesting witnesses. Then the witness refers
to the registration of the document at about 5-30 p.m. On the morning of the
day when the will was executed the witness was told by Lakshmamma that she
would execute a power of attorney though the witness had not asked for it. A power
of attorney was accordingly prepared and duly executed and registered. That in
brief is the evidence on which the appellant relies.
It would be convenient at this stage to refer
briefly to the reasons given by the courts below in support of their respective
findings. The learned trial judge put the onus of proving the will on the
appellant but 441 he observed that " the proof that is necessary to
establish a will is not an absolute or a conclusive one. What is required is
only such proof as would satisfy a prudent man:The learned judge then
considered the evidence of the two attesting witnesses and the scribe and
observed that " there can absolutely be no doubt that P.W. 3 wrote Ex. A
at the time when it is said to have been( written ". He was of the opinion
that the evidence of the scribe fully corroborates the evidence of P. W. I and
P. W. 2. The learned judge then mentioned the fact that P. W. 4 who supported
the appellant is no other than the husband of Lakshmamma's granddaughter.
The evidence of the appellant himself was
considered by the learned judge and his conclusion was that " it had to be
taken that Ex. A is a will executed by Lakshmamma and the signatures, Exs. A I
to A-5 are those of Lakshmamma ".
The argument urged by respondent I that
Lakshmamma could not have understood the contents of Ex. A was rejected by the
learned judge and he observed that " when it is proved -that Exs. A-1 to
A-5 are signatures of Lakshmamma and that she executed Ex. A, it is to be
presumed that the testatrix had the knowledge of the contents of the will
". In the end the learned judge thus recorded his finding: " In view
of the evidence and the presumption referred to above I think we deed not have
any hesitation in holding that Lakshmamma executed Ex. A having fully
understood the nature of Ex. A and the recitals made therein ".
The High Court, on the other hand, has taken
a contrary view. The High Court thought that the evidence adduced by the
appellant to prove the execution of the will was not satisfactory. It then
examined the said evidence in some detail, criticised the discrepancies
appearing in the said evidence, considered the probabilities and concluded
that, on the whole, the said evidence would not justify the finding that the
will had been duly executed by the testatrix. The High Court also thought that
the appellant's version about the instructions given by Lakshmamma to him 56
442 in the matter of the execution of the will was highly improbable; and,
according to the High Court, the whole evidence of the appellant appeared to be
unsatisfactory.
The High Court then considered the question
of onus and observed that since the appellant's sons had received a substantial
benefit under the will and since he had taken a leading part in its execution,
the onus was heavy on him to remove the suspicions attending the execution of
the document and to establish that Lakshmamma had really understood its
contents, had approved of them and had put her signatures on it when she was in
a sound and disposing state of mind. It that the High Court also felt that the
dispositions made by the will were unnatural and improbable;
in particular it took the view that since the
appellant had come into the family of Annaji by adoption it was very unlikely
that his sons should have received such a substantial benefit under the will.
In fact the judgment of the High Court appears to indicate that The High Court
was inclined to hold that the testatrix may not have been in a sound and
disposing state of mind at the material time. It is on these findingS that the
High Court reached its final conclusion that the appellant had failed to prove
the due and valid execution of the will.
What is the true legal position in the matter
of proof of wills ? It is well-known that the proof of wills presents a
recurring topic for decision in courts and there are a large number of judicial
pronouncements on the subject. The party propounding a will or otherwise making
a claim under a will is no doubt seeking to prove a document and, in deciding how
it is to be proved, we must inevitably refer to the statutory provisions which
govern the proof of documents.
Sections 67 and 68 of the Evidence Act are
relevant for this purpose. Under s. 67, if a document is alleged to be signed
by any person, the signature of the said person must be proved to be in his
handwriting, and for proving such a handwriting under ss. 45 and 47 of the Act
the opinions of experts and of persons acquainted with the handwriting of the
person concerned are made relevant. Section 68 deals with 443 the proof of the
execution of the document required by law to be attested; and it provides that
such a document shall not be used as evidence until one attesting witness at
least has been called for the purpose of proving its execution.
These provisions prescribe the requirements
and the nature of proof which must be satisfied by the party who relies on a
document in a court of law. Similarly, ss. 59 and 63 of the Indian Succession
Act are also relevant. Section 59 provides that every person of sound mind, not
being a minor, may dispose of his property by will and the three illustrations
to this section indicate what is meant by the expression " a person of
sound mind " in the context.
Section 63 requires that the testator shall
sign or affix his mark to the will or it shall be signed by some other person
in his presence and by his direction and that the signature or mark shall be so
made that it shall appear that it was intended thereby to give effect to the
writing as a will. This section also requires that the will shall be attested
by two or more witnesses as prescribed. Thus the question as to whether the
will set up by the propounder is proved to be the last will of the testator has
to be decided in the light of these provisions. Has the testator signed the
will ? Did he understand the nature and effect of the dispositions in the will
? Did he put his signature to the will knowing what it contained? Stated
broadly it is the decision of these questions which determines the nature of the
finding on the question of the proof of wills. It would prima facie be true to
say that the will has to be proved like any other document except as to the
special requirements of attestation prescribed by s. 63 of the Indian
Succession Act. As in the case of proof of other documents so in the case of
proof of wills it would be idle to expect proof with mathematical certainty.
The test to be applied would be the usual test of the satisfaction of the,
prudent mind in such matters.
However, there is one important feature which
distinguishes wills from other documents. Unlike other documents the will
speaks from the death of the testator, and so, when it is propounded or
produced 444 before a court, the testator who has already departed the world
cannot say whether it is his will or not ; and this aspect naturally introduces
an element of solemnity in the decision of the question as to whether the
document -propounded is proved to be the last will and testament of the
departed testator. Even so, in dealing with the proof of wills the court will
start on the same enquiry as in the case of the proof of documents. The
propounder would be called upon to show by satisfactory evidence that the will
was signed by the testator, that the testator at the relevant time was in a
sound and disposing state of mind, that he understood the nature and effect of
the dispositions and put his signature to the document of his own free will.
Ordinarily when the evidence adduced in
support of the will is disinterested, satisfactory and sufficient to prove the
sound and disposing state of the testator's mind and his signature as required
by law, courts would be justified in making a finding in favour of the
propounder. In other words, the onus on the propounder can be taken to be discharged
on proof of the essential facts just indicated.
There may, however, be cases in which the
execution of the will may be surrounded by suspicious circumstances. The
alleged signature of the testator may be very shaky and doubtful and evidence
in support of the propounder's case that the signature, in question is the
signature of the testator may not remove the doubt created by the appearance of
the signature; the condition of the testator's mind may appear to be very
feeble and debilitated; and evidence adduced may not succeed in removing the
legitimate doubt as to the mental capacity of the testator; the dispositions
made in the will may appear to be unnatural, improbable or unfair in the light
of relevant circumstances; or, the will may otherwise indicate that the said
dispositions may not be the result of the testator's free will and mind. In
such cases the court would naturally expect that all legitimate suspicions
should be completely removed before the document is accepted as the last will
of the testator. The presence of such suspicious circumstances naturally tends
to 445 make the initial onus very heavy; and, unless it is satisfactorily
discharged, courts would be reluctant to treat the document as the last will of
the testator. It is true that, if a caveat is filed alleging the exercise of
undue influence, fraud or coercion in respect of the execution of the will
propounded, such pleas may have to be proved by the caveators; but, even
without such pleas circumstances may raise a doubt as to whether the testator
was acting of his own free will in executing the will, and in such
circumstances, it would be a part of the initial onus to remove any such
legitimate doubts in the matter.
Apart from the suspicious circumstances to
which we have just referred, in some cases the wills propounded disclose
another infirmity. PrOpounders themselves take a prominent part in the
execution of the wills which confer on them substantial benefits. If it is
shown that the propounder has taken a prominent part in the execution of the
will and has received substantial benefit under it, that itself is generally
treated as a suspicious circumstance attending the execution of the will and
the propounder is required to remove the said suspicion by clear and
satisfactory evidence. It is in connection with wills that present such
suspicious circumstances that decisions of English courts often mention the
test of the satisfaction of judicial conscience. It may be that the reference
to judicial conscience in this connection is a heritage from similar
observations made by ecclesiastical courts in England when they exercised
jurisdiction with reference to wills; but any objection to the use of the word
'conscience' in this context would, in our opinion, be purely technical and academic,
if not pedantic. The test merely emphasizes that, in determining the question
as to whether an instrument produced before the court is the last will of the
testator, the court is deciding a solemn question and it must be fully
satisfied that it had been validly executed by the testator who is no longer
alive.
It is obvious that for deciding material
questions of fact which arise in applications for probate or in actions on
wills, no hard and fast or inflexible rules can 446 be laid down for the appreciation
of the evidence. It may, however, be stated generally that a propounder of the
will has to prove the due and valid execution of the will and that if there are
any suspicious circumstances surrounding the execution of the will the
propounder must remove the said suspicions from the mind of the court by cogent
and satisfactory evidence. It is hardly necessary to add that the result of the
application of these two general and broad principles would always depend upon
the facts and circumstances of each case and on the nature and quality of the
evidence adduced by the parties. It is quite true that, as observed by Lord Du
Parcq in Harmes v. Hinkson (1) " where a will is charged with suspicion,
the rules enjoin a reasonable scepticism, not an obdurate persistence in
disbelief. They do not demand from the judge, even in circumstances of grave
suspicion, a resolute and impenetrable incredulity. He is never required to
close his mind to the truth ". It would sound platitudinous to say so, but
it is nevertheless true that in discovering truth even in such cases the
judicial mind must always be open though vigilant, cautious and circumspect.
It is in the light of these general
considerations that we must decide whether the appellant is justified in
contending that the finding of the High Court against him on the question of
the valid execution of the will is justified or not. It may be conceded in
favour of the appellant that his allegation that Lakshmamma has put her
signatures on the will at five places is proved ; that no doubt is a point in
his favour. It may also be taken as proved that respondent I has failed to
prove that Lakshmamma was unconscious at the time when the will is alleged to
have been executed. It is true she A, as an old woman of 64 years and had been
ailing for some time before the will was executed. She was not able to get up
and leave the bed. In fact she could sit up in bed with some difficulty and was
so weak that she had to pass stools in bed. However, the appellant is entitled
to argue that, on the evidence, the sound and disposing (1) (1946) 50 C.W.N.
895.
447 state of mind of Lakshmamma is proved. Mr
Iyengar, for the appellant, has strongly urged before us that, since these
facts are established, the court must presume the valid execution of the will
and in support of his contention he has invited our attention to the relevant
statements on the point in the text books dealing with the subject. Jarman on
" Wills " (1) says that " the general rule is 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 instrument so propounded is the
last will of a free and capable testator'." He adds that, "if a will
is rational on the face of it, and appears to be duly executed, it is presumed,
in the absence of evidence to the contrary, to be valid." Similarly,
Williams on " Executors and Administrators " (2) has observed that,
" generally speaking, where there is proof of signature, everything else
is implied till the contrary is proved; and evidence of the will having been
read over to the testator or of instructions having been given is not
necessary." On the other hand, Mr. Viswanatha Sastri, for respondent No.
1, contends that the statements on which the appellant has relied refer to
wills which are free from any suspicions and they cannot be invoked where the
execution of the will is surrounded by suspicious circumstances. In this
connection, it may be pertinent to point out that, in the same text books, we
find another rule specifically mentioned." Although the rule of Roman Law
", it is observed in Williams, " that " Qui se scripsit haeredem
" could take no benefit under a will does not prevail in the law of
England, yet, where the person who prepares the instrument, or conducts its
execution, is himself benefited by its dispositions, that is a circumstance
which ought generally to excite the suspicion of the court, and calls on it to
be vigilant and zealous in examining the evidence in support of the instrument
in favour of which it ought not to pronounce, unless the suspicion is removed,
and (1) Jarman on " Wills"--Vol. 1, 8th Ed., P. 50.
(2) Williams on " Executors and
Administrators"--Vol. 1, 13th Ed., P. 92.
448 it is judicially satisfied that the paper
does express the true will of the deceased " (1).
It would, therefore, be necessary at this
stage to decide whether an execution of the will in the present case is
surrounded by any suspicious circumstances. Does the will appear to be on the
whole an improbable, unnatural and unfair instrument as held by the High Court?
That is the first question which falls to be considered. We have already
indicated that the preamble to the will contains many argumentative recitals.
Indeed it would not be unjust to say that the preamble purports to meet by
anticipation the main objections which were likely to be raised to the
competence of Lakshmamma to make a will in regard to the properties covered by
it. The preamble in great detail makes out a case that the properties received
by the testatrix and her husband under the gift deed (Ex. D) devolved upon her
by survivorship after her husband's death, a plea which has not been accepted
even by the trial court.
It also seeks to prove that the subsequent
purchases made by her husband were in law the joint acquisitions of her husband
and herself, a point on which the two courts below have differed. It sets out
in detail the theory that the son of the testatrix has lost his right, title
and interest in the properties which devolved on him after his father's death
because he had alienated more than his share in the said properties during his
lifetime; and it even suggests that during his illness and to help him to build
a house in Mysore the testatrix had advanced him money from her separate funds,
pleas which have not been accepted by either court below. It seems to us that
the elaborate and well considered recitals which have been deliberately
introduced in the preamble cannot possibly be the result of corresponding
instructions given by the testatrix to the appellant for preparing the draft of
her will. In the context these recitals sound artificial and unnatural and some
of them at any rate are untrue. The draftsman of the will has tried to be
overwise' and that itself is a very serious infirmity in the appellant's case
that the (1) Williams on " Executors and Administrators ", Vol.1,
13th Ed., P. 93.
449 instrument represents the last will and
testament of the testatrix. Take for instance the statement in the will that
the testatrix had advanced Rs. 3,000 to her son to enable him to purchase a
house at Mysore. By itself this is not a matter of very great importance; but
this detail has been introduced in the will in order to make out a strong case
that all the properties mentioned in the will were the separate properties of
the(, testatrix and so it would be relevant to consider what the appellant
himself has to say about this recital. In regard to the Rs. 3,000 in crossexamination
the appellant has stated that Mr. B. G. Ramakrishna lyengar had sent this
amount to the husband of respondent 1 in 1942 or so. It was sent by cheque on
Mysore Bank. The appellant then added that the husband of respondent 1 had
deposited this amount with B. G. Ramakrishna Iyengar's father-in-law after
selling Goudanahalli lands with intent to purchase lands at Mysore; so that the
claim made in the will that the testatrix bad given this amount to her son out
of her separate funds is inaccurate. The manner in which the several recitals
have been made in the will amounts to a suspicious circumstance which must be
satisfactorily explained by the appellant.
The next circumstance which calls for an
explanation is the exclusion of the grand-children of the testtatrix from any
substantial legacies under the will. It is true that a bequest of Rs. 500 each
is given to them but that can hardly be regarded as fair or just to these
children. It was, however, urged by Mr. lyengar before us that Narayana lyengar
had, during his lifetime, given lands to his sister's daughters. He had also
spent considerable amounts on the occasion of their marriages and had given
them each valuable ornaments. In this connection, he referred us to certain
documents exhibited under Ex. I G' and attempted to show that the lands given
to his sisters' daughters were of the value of Rs. 1,500 to Rs. 2,000 each.
Apart from the fact that the value of these lands is not clearly proved nor are
the circumstances under which they came to be gifted to the donees, we 57 450
do not think it would be possible to accept the argument that even with these
gifts the testatrix would not have thought of making more substantial bequests
to her grandchildren. It is not suggested -that the relations between the
testatrix and these grand-children were not cordial and affectionate and so it
would be reasonable to assume that they would have been the objects of her
bounties in a more liberal measure in ordinary circumstances.
There is one more point which must be
considered in this connection. As we have already mentioned the appellant's
sons have received substantial bounties under the will. Are these bequests
probable and natural ? It must be remembered that the appellant came into the
family of Annaji by adoption long after the testatrix was married. The record
does not show that the testatrix was on such affectionate terms with the
appellant that she would have preferred to make a bequest to his sons rather
than to her own grandchildren. Indeed the appellant admitted that, at the
relevant time, he was in straightened circumstances and was indebted to the
extent of nearly, Rs. 30,000; and it does not appear that when he was faced
with financial difficulties of this magnitude he asked for or obtained any
assistance from his adoptive sister. That is why the bequests to the
appellant's sons also amount to a suspicious circumstance which must be clearly
explained by the appellant. We cannot easily reject the argument urged on.
behalf of respondent I that the bequests have
been made in the names of the appellant's sons because, if they had been made
in his own name, the properties bequeathed would have been attached and sold at
the instance of his numerous creditors. We do not propose to measure precisely
the value of the properties bequeathed to the appellant's sons. It would be
enough to say that the said bequests are by no means insignificant or
unsubstantial. Therefore, we are unable to see how the appellant can
successfully challenge the finding of the High Court that some of the broad
features of the will appear to be improbable and unfair; and if that be so, the
appellant will have to remove the suspicions arising 451 from these features
before he can persuade the court to accept the instrument as the last will and
testament of the testatrix.
In this connection it is necessary to bear in
mind that the appellant whose sons have received the said bequests has
admittedly taken a very prominent part in bringing about the execution of the
will. He has prepared the draft and it was at his dictation that the scribe
wrote the will. Indeed on the important question as to when and how
instructions were given by the testatrix and whether or not in preparing the
draft those instructions have been faithfully carried out, the only evidence
adduced in the case is that of the appellant and no one else. Thus, the very
important, if not the decisive, part played by the appellant in the execution
of the will cannot at all be disputed in the present case.
Mr. Iyengar, for the appellant, strenuously
contended that, in deciding whether the suspicions attending the execution of
the will have been removed or not, it would be necessary to remember that the
whole of the relevant evidence is all one way and there is no evidence in
rebuttal led by respondent 1. His argument is that the evidence adduced by the
appellant is satisfactory and the conclusion of the trial court which was
well-founded need not have been reversed by the High Court. In support of this
argument, Mr. lyengar referred us to several judicial decisions and suggested
that we should consider the evidence in the light of these decisions. According
to him, these decisions would afford us considerable assistance and guidance in
appreciating the evidence in the present case. That is why we would now briefly
refer to some of the decisions cited before us.
According to the decisions in Fulton v.
Andrew (1) "those who take a benefit under a will, and have been
instrumental in preparing or obtaining it, have thrown upon them the onus of
showing the righteousness of the transaction ". " There is however no
unyielding rule of law (especially where the ingredient of fraud enters into
the case) that, when it has been (1) [1875) L.R. 7 H. L448.
452 proved that a testator, competent in
mind, has had a will read over to him, and has thereupon executed it, all
further enquiry is shut out ". In this case, the Lord Chancellor, Lord
Cairns, has cited with approval the well-known observations of Baron Parke in
the case of Barry v. Butlin (1). The two rules of law set out by Baron Parke
are: " first, that the onus probandi lies in every case upon the party
propounding a will; and lie must satisfy the conscience of the court that the
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 the
suspicion of the court and calls upon it to be vigilant and zealous 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 propounded does express the true will of the deceased
". It is hardly necessary to add that the statement of these two rules has
now attained the status of a classic on the subject and it is cited by all text
books on wills. The will propounded in this case was directed to be tried at
the Assizes by the Court of Probate. It was tried on six issues. The first four
issues referred to the sound and disposing state of the testator's mind and the
fifth to his knowledge and approval of the contents of the will. The sixth was
whether the testator knew and approved of the residuary clause; and by this
last clause the propounders of the will were made the residuary legatees and
were appointed executors. Evidence was led at the trial and the judge asked the
opinion of the jurors on every one of the issues. The jurors found in favour of
the propounders on the first five issues and in favour of the opponents oil the
sixth. It appears that no leave to set aside the verdict and enter judgment for
the propounders notwithstanding the verdict on the sixth issue was reserved;
but when the case came before the Court of
Probate a rule was obtained to set aside the verdict generally and have a new
trial or to set aside the verdict on the (1) [1838] 2 Moo. P.C. 480,482.
453 sixth issue for misdirection. It was in
dealing with the merits of the finding on the sixth issue that the true legal
position came to be considered by the House of Lords. The result of the
decision was that the rule obtained for a new trial was discharged, the order
of the Court of Probate of the whole will was reversed and the matter was
remitted to the Court of Probate to do what was right with regard to the qualified
pro. bate of the will.
The same principle was emphasized by the
Privy Council in Vellasawmy Servai v. Sivaraman Servai (1), where it was held
that, where a will is propounded by the chief beneficiary under it, who has
taken a leading part in giving instructions for its preparation and in
procuring its execution, probate should not be granted unless the evidence
removes suspicion and clearly proves that the testator approved the will.
In Sarat Kumari Bibi v. Sakhi Chand (2), the
Privy Council made it clear that " the principle which requires the
propounder to remove suspicions from the mind of the Court is not confined only
to cases where the propounder takes part in the execution of the will and
receives benefit under it. There may be other suspicious circumstances
attending on the execution of the will and even in such cases it is the duty of
the propounder to remove all clouds and. satisfy the conscience of the court
that the instrument propounded is the last will of the testator." This
view is supported by the observations made by Lindley and Davey, L. JJ., in
Tyrrell v. Painton (3). " The rule in Barry v. Butlin (4), Fulton v.
Andrew (5) and Brown v. Fisher (6), said Lindley, L. J., " is not in my
mind confined to the single case in which the will is prepared by or on the
instructions of the person taking large benefits under it but extends to all
cases in which circumstances exist which excite the suspicions of the
court." In Rash Mohini Dasi v. Umesh Chunder Biswas (1) (1929) L.R 57 I.A.
96.
(3) [1894] P. 151, 157, 159.
(5) (1875) L.R. 7 H. L. 448.
(2) (1928) L.R. 56 I.A. 62.
(4) [1838] 2 MOO. P. C. 480, 482.
(6 (1890) 63 L.T. 465.
(7) (1898) L.R. 25 I.A. 109.
454 it appeared that though the will was
fairly simple and not very long the making of it was from first to last the
doing of Khetter, the manager and trusted adviser of the alleged testator. No
previous or independent intention of making a will was shown and the, evidence
that the testator understood the business in which his adviser engaged him was
not sufficient to justify the-grant of probate. In this case the application
for probate made by the widow of Mohim Chunder Biswas was opposed on the ground
that the testator was not in a sound and disposing state of mind at the,
material time and he could not have understood the nature and effect of its
contents. The will had been admitted to the probate by the District Judge but
the High Court had reversed the said order. In confirming the view of the High
Court the Privy Council made the observations to which we have just referred.
The case of Shama Charn Kundu v. Khettromoni
Dasi (1), on the other hand, was the case of a will the execution of which was
held to be not surrounded by any suspicious circumstances. Shama Charn, the
propounder of the will, claimed to be the adopted son of the testator. He and
three others were appointed executors of the will. The testator left no natural
son but two daughters and his widow. By his will the adopted son obtained
substantial benefit. The probate of the will with the exception of the last
paragraph was granted to Shama Charn by the trial judge; but, on appeal the
application for probate was dismissed by the High Court on the ground that the
suspicions attending on the execution of the will had not been satisfactorily
removed by Shama Charn. The matter was then taken before the Privy Council; and
their Lordships held that, since the adoption of Shama Charn was proved, the
fact that he took part in the execution of the will and obtained benefit under
it cannot be regarded as a suspicious circumstance so as to attract the rule
laid down by Lindley, L. J., in Tyrrell v. Painton (2). In Bai Gungabai v.
Bhugwandas Valji.(3), the Privy Council had to deal with a will which was
admitted to probate by the first court, but on appeal (1) (1899) I.L.R. 27 Cal.
522. (2) [1894] P. 151, 157, 159.
(3) (1905) I.L.R. 29 Bom. 530.
455 the order was varied by excluding there from
certain passages which referred to the deed-poll executed on the same day by
the testator and to the remuneration of the solicitor who prepared the will and
was appointed an executor and trustee thereof. The Privy Council held that
" the onus was on the solicitor to satisfy the court that the passages
omitted expressed the true will of the deceased and that the court should be
diligent and zealous in examining the evidence in its support, but that on a
consideration of the whole of the evidence (as to which no rule of law
prescribed the particular kind required) and of the circumstances of the case the
onus was discharged ". In dealing with the question as to whether the
testator was aware that the passages excluded by the appeal court from the
probate formed part of the instrument, the Privy Council examined the evidence
bearing on the point and the probabilities. In conclusion their Lordships
differed from the view of the appeal court that there had been a complete
failure of the proof that the deed-poll correctly represented the intentions of
the testator or that he understood or approved of its contents and so they
thought that there were no grounds for excluding from the probate the passages
in the will which referred to that deed. They, however, observed that it would
no doubt have been more prudent and business-like to have obtained the services
of some independent witnesses who might have been trusted to see that the
testator fully understood what he was doing and to have secured independent
evidence that clause 26 in particular was called to the testator's attention.
Even so, their Lordships expressly added that in coming to the conclusion which
they had done they must not be understood as throwing the slightest doubt on
the principles laid down in Fulton v. Andrew (1) and other similar cases
referred to in the argument.
In Perera v. Perera (2) it was held that when
the testator is of sound mind when he gives instructions for a will but at the
time of signature accepts the instrument drawn in pursuance thereof without
being able (1) (1875) L.R. 7 H.L. 448. (2) [1901] A.C. 354.
456 to follow its provisions, he must be
deemed to be of sound mind when it is executed. The will of Perera with which
the court was concerned in this case was signed with a cross by the testator in
the presence of five witnesses present at the same time who duly subscribed the
will in the presence of the testator. The Notary Public was also among the
persons present but he did not attest the will. No objection was taken in the
court of first instance on this ground, but, in the court of appeal, the said
objection was raised and it was held that the will was invalid on the ground
that though the Notary Public was present he had not attested the instrument.
The case was then taken to the Supreme Court in its collective capacity on
review preparatory to an appeal to Her Majesty. The Supreme Court reversed the
judgment under appeal and then proceeded to determine the case on the merits.
The court held by a majority decision that the testator was of sound and
disposing state of mind and restored the order of the primary judge. Against
this decision there was an appeal.
In this case, the evidence about the
instructions given by the testator was very clear; and there was not the
slightest reason for disbelieving the statement of Generate that he had drawn
the will faithfully in accordance with the details of instructions given to
him. The will prepared from the said instructions seemed to be fair and just
disposition of the testator's property. There was no concealment about the
preparation of the will. The instructions were given on June 1 and it was in
the evening of June 4 that the will was brought to the testator for execution.
It is on these facts that it was held, following the observations of Sir James
Hannen in Parker v. Felgate (1) that if a person has given instructions to a
solicitor to make a will and the solicitor prepares it in accordance with those
instructions, all that is necessary to make it a good will if executed by the
testator is that he should be able to think thus far: " If I gave my
solicitor instructions to prepare a will making certain dispositions about my
property I have no doubt that he has given effect to my intention and I (1)
[1883] 8 P.D. 171.
457 accept the document which is put before
me as carrying it out ". We would again like to emphasize that the
evidence about the instructions was very clear and definite in this case and it
was also clearly established that the will which was just and fair was executed
faithfully in accordance with the said instructions given by the testator. In
such a case whether or not the will should be admitted to probate would depend
upon the opinion which the court may form about the relevant evidence adduced
in support of the will. It would be difficult to deduce any principle from this
decision and to seek to apply it to other cases without reference to their
facts.
The last case to which reference must be made
is the decision of the Privy Council in Harmes v. Hinkson (1) It appears that,
in this case, the testator George Harmes died in the city of Regina on April 4,
1941. Two days later Mr. Hinkson brought to the manager of the Canada Permanent
Trust Company at its office in Regina a document which purported to be the will
of the said Harmes. It was dated April 3, 1941, and named the Trust Company as
executor. Under the will Mr. Hinkson by a devise and bequest of the residue was
to benefit to a sum of more than pound 50,000. Mr. Hinkson was by profession a
barrister and solicitor and had drawn the will with no witness present until
after the body of the document was complete. Then two nurses were called in to
witness its due execution. The learned judge of the Surrogate Court, after a
lengthy trial affirmed the will and decreed probate in solemn form. On appeal,
by a majority' decision the order of the trial court was reversed. Then there
was a further appeal to the Supreme Court of Canada.
It was heard by five learned judges. By a
majority (Hudson, J., alone dissenting) the appeal was allowed and the decree
of the Surrogate Court was restored. Against this decision the appellant
obtained special leave to appeal to His Majesty-in-Council and it was urged on
his behalf that, since the document was charged with suspicion from the outset,
probate (1) (1946) 50 C.W.N. 895.
58 458 should not have been granted to the
respondent Hinkson. The Privy Council did not accept this contention and
dismissed the appeal. It was in dealing with the appellant's contention about
the suspicions surrounding the execution of the will that Lord Du Parcq made
the observations which we have already quoted. Prima facie the facts on which
the appellant relied were strong enough; but the question which according to
their Lordships fell to be decided in the appeal was whether the learned trial
judge's decision on the facts was erroneous and so manifestly erroneous that an
appellate court ought to set it aside. Their Lordships then referred with
approval to the principles which had been frequently enunciated as to the
respect which the appellate court ought to pay to the opinion which a Judge who
has watched and listened to the witness has formed as to their credibility
(Powell v. Streatham ManoR Nursing Home(1).
Their Lordships then briefly referred to the
evidence led in the case and observed that it was impossible for them judging
only from the printed page to decide between the various opinions of Mr.
Hinkson's character which its perusal may leave open for acceptance by
different minds. In the result they came to the conclusion in agreement with
the Supreme Court that the trial court's decision on the facts must stand. It
would thus be noticed that the decision of the Privy Council proceeded more on
the basis that there was no justification for interfering with a finding of
fact recorded by the trial judge particularly when the said ,finding rested on his
appreciation of the evidence given by several witnesses before him. In this
connection it is significant to note that the allegation of the appellant that
Mr. Hinkson had exercised undue influence on the testator was repelled by the
Privy Council with the observation that their acceptance of the judge's
findings of fact leaves them no alternative but to reject it. Thus this
decision merely serves to illustrate the importance which the Privy Council
attached to the finding of fact recorded by the trial court in this case.
(1) [1935] A.C. 243.
459 It is in the light of these decisions
that the appellant wants us to consider the evidence which he has adduced in
the present case. It would be convenient to begin with the appellant's story
about the instructions given by the testatrix for preparing the will. In the
plaint the appellant has referred to the sudden illness of the testatrix at
Mandya and it is alleged that when she took ill the testatrix sent for him with
the obvious intention of making arrangements regarding her properties.
Accordingly when he met her at Mandya she explained all her intentions to him
in the matter of disposing all her properties and her rights thereto. In other
words, the case made out in the plaint clearly and specifically is that when
the testatrix was ill at Mandya she sent for the appellant and gave him
instructions for preparing a draft of her will. However, when the appellant
gave evidence he made a material improvement in his story. According to his
evidence, the appellant had received instructions from the testatrix a year
before the will was actually drafted. It was then that the testatrix had given
him the gift deed (Ex. D) and asked him to prepare the draft. Consistently with
this new version the appellant has added in his evidence that when he met her
at Mandya during her illness she reminded him that she had asked him to make a
will for quite some time and she insisted that the draft should be prepared
without any delay. In our opinion, the evidence given by the appellant on this
point is clearly an after-thought and his story that he had received previous
instructions cannot be accepted as true. Besides, it is somewhat remarkable
that, on both the occasions when the testatrix talked to the appellant and gave
instructions to him no one else was present; and so the proof of this part of
the appellant's case rests solely on his own testimony. If the testatrix had
really thought of making a will for over a year before it was actually
executed, it is unlikely that she would not have talked about it to other
relatives including Kalbagal with whom she was actually staying at the material
time.
Then it would be necessary to enquire whether
the 460 draft which the appellant prepared was consistent with the instructions
alleged to have been given by the testatrix.
The draft, however, has not been produced in
the case on the plea that it had been destroyed; nor is it specifically stated
by the appellant that this draft was read out fully to the testatrix before be
dictated the contents of the will to the scribe. Thus even the interested
testimony of the appellant does not show that be obtained approval of the draft
from the testatrix after reading it out fully to her clause by clause. It is
common ground that Mandya where the testatrix was lying ill is a place where
the assistance of local lawyers would have been easily available; and in
ordinary course the testatrix would have talked to Kalbagal and the appellant
and they would have secured the assistance of the lawyers for drafting the
will; but that is not what the appellant did. He went to Mysore and if his
evidence is to be believed he prepared the draft without any legal assistance.
Having regard to the nature of the recitals contained in the will it is not
easy to accept this part of the appellant's case. Besides, as we have already
indicated, we find great difficulty in believing that the elaborate recitals
could have been the result of the instructions given by the testatrix herself.
It is in the light of these circumstances
that the direct evidence about the execution of the will has to be considered.
The evidence of P. W. I is really inconclusive on the point about the execution
of the will. Apart from the fact that he had no clear recollection as to what
happened on the day when he attested the will, this witness has frankly stated
that he could not state definitely whether the whole of the document was read
over to the testatrix before he put the attesting signature; and it was
naturally of very great importance in this case to produce satisfactory
evidence that the will was read out to the testatrix and she understood the
nature and effect of its contents. On this point even if P.W. I is believed it
does not help the appellant's case. The evidence of P.W. 2 cannot carry much
weight because his main story that he was present at the time when the will 461
was written is wholly inconsistent with the evidence of P. Ws. 3, 4 and 7. That
leaves the evidence of the scribe and the appellant himself. The scribe (P.W.
3) is a near relation of Kalbagal and even he does not at all support the
appellant's case about previous instruction because, according to him, the
testatrix said that she would agree to whatever the appellant would get
written. The relevant evidence of this witness is clearly inconsistent with the
appellant's case about previous instructions and so it would be difficult to
treat the evidence of this witness as sufficient to prove that the testatrix
fully understood the nature of the recitals in the preamble and the effect of
the dispositions before she put her signature to the will. The evidence of the
appellant (P.W. 7) cannot obviously be useful because it is the evidence of an
interested witness and is besides not very satisfactory. On behalf of the
appellant it was urged before us by Mr. Iyengar that the evidence of Kalbagal
(P. W. 4) is disinterested and so it should be believed. That also appears to
be the view taken by the trial court. In our opinion, however, it would not be
right or correct to describe Kalbagal as wholly disinterested. Respondent No. 5
who is the step-brother of Kalbagal and who stays with him in the same house
along with their father has admittedly received substantial benefit under the
will. If an undivided brother of P.W. 4 has received this benefit it would not
be accurate to say that the witness is wholly disinterested. Besides, it
appears from the evidence of Kalbagal that he knew nothing about the execution
of the will until the appellant asked him to get some attesting witnesses for the
will. This evidence does not strike us as natural or probable; but apart from
it, even Kalbagal's evidence does not show satisfactorily that the will was
read out to the testatrix so as to enable her to understand its full effect
before it was signed by her.
That is the whole of the evidence led by the
appellant on the question of the execution of the will. On this evidence we are
not prepared to hold that the High Court was in error in coming to the
conclusion that it was not shown that the testatrix fully 462 understood the
contents of the will and put her signature on the instrument intending that the
recitals and the dispositions in the will should be her recitals and
dispositions.
In this connection we would like to add that
the learned trial judge appears to have misdirected himself in law inasmuch as
he thought that the proof of the signature of the testatrix on the will raised
a presumption that the will had been executed by her. In support of this view
the learned judge has referred to the decision of the Calcutta High Court in
Surendra Nath Chatterji v. Jahnavi Charn Mukerji (1). In this case no doubt the
Calcutta High Court has held that on the proof of the signature of the deceased
or his acknowledgment that he has signed the will he will be presumed to have
known the provisions of the instrument he has signed; but Mr. Justice B. B.
Ghose, in his judgment, has also added that the said presumption is liable to
be rebutted by proof of suspicious circumstances and that undoubtedly is the
true legal position. What circumstances would be regarded as suspicious cannot
be precisely defined or exhaustively enumerated. That inevitably would be a
question of fact in each case. Unfortunately the learned trial judge did not
properly assess the effect of suspicious circumstances in the present case to
which we have already referred and that has introduced a serious infirmity in
his final conclusion. Incidentally we may also refer to the fact that the
appellant obtained a power of attorney from the testatrix on the same day ; and
that has given rise to the argument that the appellant was keen on taking
possession and management of the properties under his control even before the
death of the testatrix. There is also another circumstance which may be
mentioned and that is that the SubRegistrar, in whose presence the document was
registered on the same day, has not been examined though he was alive at the
date of the trial. On these facts then we are inclined to hold that the High
Court was justified in reversing the finding of the trial court oil the
question of the due and valid execution of the will.
(1) (1928) I.L.R., 56 Cal. 390.
463 Before we part with this case, however,
we would like to add that the High Court was not justified in recording its
findings on two other issues in the present appeal. As we have already
indicated, the High Court itself has observed that, once it was held that the
will had not been proved by the appellant, no other issue survived for
decision. Even so, the High Court has expressed its conclusions in favour of
res-pondent I on the question about the character of the subsequent
acquisitions of items 3, 4 and 5 and about the subsisting title of the
testatrix in respect of all the properties covered by the will. Having regard
to the relationship between the parties it is difficult to understand how mere
entries in the revenue record made in the name of Sadagopalachar or the long
possession of Sadagopalachar and, after his death, of Narayana lyengar can
prove the transfer of Lakshmamma's title or its extinction by adverse
possession respectively. It is apparent that, in recording these conclusions,
the High Court has not fully or properly considered all the relevant evidence;
and consequently, the reasons given by it are open to serious challenge on the
merits. Indeed Mr. Viswanatha Sastri did not appear to be inclined to support
the said findings. We do not, however, propose to decide these questions on the
merits because in view of our conclusion on the principal issue it is unnecessary
to consider any other points. We would, therefore, like to make it clear that
the said two issues are not decided in the present proceedings and may have to
be considered afresh between the parties if and when they arise.
The result is the appeal fails and must be
dismissed but there will be no order as to costs in this Court.
Appeal dismissed.
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