A DETAILED STUDY ON TESTAMENTARY SUCCESSION AND WILL IN THE LAW OF PROPERTY IN INDIA BY - SONA. V. R & R. PREETHI
A DETAILED STUDY ON TESTAMENTARY SUCCESSION
AND WILL IN THE LAW OF PROPERTY IN INDIA
AUTHORED BY - SONA. V. R
LLM- Department of Property Law,
School of Excellence in Law, TNDALU
CO-AUTHOR – R. PREETHI
Faculty, Department of Property Law,
School of Excellence in Law, TNDALU
ABSTRACT
In India the never ending dispute
which goes and goes is always property dispute where here the dispute will not
come to an end immediately. Under the scope of Property law, testamentary
succession and will plays a vital role where here the person can decide the
authority of the property after his disappearance like how his or her property
will be distributed among the family members. In testamentary succession the
process itself determines how the assets should be distributed among the heirs.
In the following article going to cover the different scope of testamentary
succession and will under property context.
INTRODUCTION
Indian succession act 1925 safeguards
the provisions related to Testamentary and Will here section 57 – 191 of the
Indian succession act delves about testamentary succession and Will provisions.
The term ‘WILL’ has its roots from the latin word ‘Voluntas’. As per Section
2(h) of Indian succession act defined that will is a legal declaration of the
intention of the testator regarding the disposal of the property after their
demise. Will includes codicil which can be a voluntary disposition and can be
made in writing. Section 30 of Hindu Succession act 1956 stated about
testamentary succession where as Any[1]
Hindu may dispose of by will or other testamentary disposition any property,
which is capable of being so disposed of by him or by her, in accordance with
the provisions of the Indian Succession Act, 1925 (39 of 1925), or any other
law for the time being in force and applicable to Hindus.
STRUCTURE OF WILL
According
to section 63 of Indian succession act there must be a legal declaration which
should be made by the testator. The testator should be competent enough to make
the will unsound mind and minor are not accepted according to the act. Testator
should explicitly choose the manager or person who can carry on the will after
his or her demise where here the testator should not be forced. Also the
testator can change or alter the provisions in the according to him during the
lifetime as he or she has every right to change what may deem fit. As per
Section 65 of Indian succession act specifies about the types of will namely
Privileged Wills and Unprivileged Wills where here “Privileged wills” nothing
but any individual who engaged in military sector or who are working as sea
mariner then they can specifically dispose their properties through will and
“Unprivileged wills” are typical wills which can be disposed by normal
individuals who are not indulged in military activities.
The
legal effect of the will comes in to place after the death of the testator and
it can be revocable until the lifetime of the testator. The revocation of will
have been specified under Section 70 of Indian Succession act and execution of
will have been outlined under section 63 of the act where here the testator
should affix his or her sign and mark towards the will and it should be attested
by two or more witnesses. The testator must provide the personal
acknowledgement of the witnesses.
According
section 17 of Registration act the will does not need to be registered where
the registration of will is not mandatory according to Indian succession act.
Unregistered will is accepted in every circumstances and it does not eliminate
the evidentiary value and also where the registered will doesn’t prove purity
of the will.
ADMISSIBILITY OF EVIDENCE
Admissibility[2]
of evidence is for the purpose of construing the will where here the common law
rules actually governing the admissibility of evidence when comes to the
intention of the testator, direct extrinsic intention of the testator is not
admissible where circumstantial extrinsic evidence is admissible as per the
common law. While constructing a will every minute things are mattered here
where leaving anything blank is considerable. A man can leave but leaving his
only one will which is the net expression of his lifetime determines his true testamentary
intentions during his lifetime. The evidence is admissible only when the rules
are in accordance. A document incorporated by a testator in a duly executed
will or codicil becomes part of his will and where it is admissible in court
for construction. If a testator uses any word or expression related to
religious sect, trade or profession then that particular context is admissible
in court. In most of the cases the armchair principle is applicate for instance
so and so car should reach the person mentioned in the will by the testator
where here the court can strongly presume that the testator has only one nephew
so the mentioned product should reach the person. This principle is known as
the armchair principle.
In [3]the
case where when construing the will the court should entitled to put itself in
the place of testator and consider all the material facts and circumstances the
testator been there, also should check the evidentiary intention behind the
writings of the testator in the will and stated that the words varies from the
circumstances. If the testator[4]
obviously has to dispose then in that case the construing court must ascertain
what the testator meant in the will and also what are all the other provisions
guided by other provisions and circumstances including other personal variables
of the testator weighing all these the court must consider certain things
before rendering the verdict. Here the dictionary principle which is nothing
but the phrases or any statement included in the will by the testator commonly
have ordinary or technical meaning and not any additional or special meaning
the presumption that it bears is ordinary or technical which is rebutted under
dictionary principle and where in this circumstance court held that if any will
has any secondary fact or special fact in it then that particular will doesn’t
make any sense. In[5]
this case where here B has made a will stating that his properties will be
succeed by his “children” after his demise here B have illegitimate child C .
After days now after B’s demise question arises for which children that is for
legitimate children or illegitimate children who will acquire the property,
where here the court contended that in the will as secondary phrase the testator
mentioned that his “children” will succeed so in that the court can strongly
presume that illegitimate child also falls under the category children so the
illegitimate child of B can succeed the property as like legitimate child.
CONVERSION
In the
context of conversion there must be a imperative trust. It is an imperative
trust where here the provisions mentioned in the will is converted in to the
equity of property after the demise of the testator. The trustees have the
absolute power to convert but the property remains unchanged until the
discretion takes place, it either can be converted in to realty or personalty
and where the intention should be lawful. The fact is that the personalty which
trustees have an option to convert is to given his heirs or other successors.
RECAPUTALATION OF TESTEMENTARY
As[6]
per the context of Section 30 and section 6 of Hindu Succession act where in
this case it was contended that where the section expressly enables the
coparcener to dispose his interest validly under the context of coparcenary
property testementarily in this case the legatee’s interest is crystallised and
where he or she may be an utter stranger to the family and the kartha of the
family is entitled to deal with the coparcenary property. The court held that
after the coparcener dies the property can be succeeded by his heirs.
Under
section 63 of transfer[7]
of property rights it restricts the sale deed, lease, gift, mortgage there upon
etc , and where the tenancy act does not provide any special place for
inheritance as far testamentary succession is one permissible mode when comes
to Hindu who dies after writing a will where here the will is not an instrument
as like mortgage, lease, sale or gift.
As note
of testamentary [8]disposition
in respect to section 30 of Hindu succession act normally reiterates the rule
of survivorship in upon the death of coparcener under this proviso if there was
no female or heirs of the class specified where such female relative or male
relative of the class II specified then the died coparcener can devolve the
property through testamentary or interstate succession where in this case it
cant be acquired through survivorship and there was no will left by the
coparcener. In[9]
accordance with the Banking Regulation Act 1949 the policy holder continues his
interest by holding the policy in his lifetime and the nominee acquires no
interest after the death of the policy holder the amount payable becomes the
part of the succession which is governed under the purview of testamentary or
intestate succession. One[10]
important context should be beared in mind that even the will is registered the
governing rules of the testamentary succession should not be relaxed.
Section
168 [11]of
Income tax act which states about executors where here they are the ones who
administer the estate of the deceased they are specifically appointed by the
court so in that sense the testamentary succession can not be made here. The
male holder has two wives where he executed a will of his property and giving
one share to each of his wives. The respondent is the daughter who is a
ultimate beneficiary. After the death of the testator, one of his wife also
died so here the other wife gave her share to the complete stranger who is not
anyway related to the family. Here the life interest is absolutely converted to
absolute interest and according to section 14(1) of Hindu Succession act the
high court did not agree with this and held that widow cant get larger interest
over the property.
Testamentary
succession is one of the way which is commonly used for estate planning where
the assets are distributed through a will and they are maintainable. The
important objective in testamentary succession is that it will act only up on
Will rather than inheritance act even though inheritance act governs it.
Section 21 [12]of
Hindu succession act, states that if one person domiciled in India where the
other person is not domicile in India then in this case where it states that it
included in Class II of succession act it contended that general provisions
relating to succession where it raising presumption that it affecting the
succession which is also included testamentary succession so section 21 apply
to the cases of succession where intestate and testamentary succession cant
reject its progressions or principles.
As per
Section 39 [13]of
the Insurance act which actually concerned with the policy holder and the
succession where here the section appropriately states that the policy
insurance wholly , with or without consideration made by an endorsement up on
the policy by the separate instrument which can be signed by the testator or
assignor in this case the policy holder is alive then the policy matures it
should be payable by the policy holder and not by the nominee even though he or
she willingly attested their signature.
There[14]
was surrender of will from the mother to their daughters where one of the
daughter who is a plaintiff where she stated that the will is executed and it
is not categorized as valid where in this circumstance court stated that the
respondent party have submitted the certified copy of the will which is valid
in nature. So here the certified copy of the will is accepted as secondary
evidence before the court. Will is also questionable when it comes before the
light of suspicious manner where in the case of Indu Bala Bose and ors v.
Manindra Chandra Bose that the signatures attested in the will lacks genuiness
and where it reflects the testator’s mind which is unnatural and unfair. If [15]a
testator is not in a mindful manner or not understanding the provisions
mentioned in the will then he or she is not acceptable or competent to execute
the will. Will is very much considerate to follow the provisions as per Article
14 and 21 of the constitution where here it should not be forced or made by any
undue influence of the testator it should be accordingly followed as per the
constitution then the will is not executable in nature. Will prevail over the
procedural law namely criminal or civil procedural laws.
CONCLUSION
Testamentary
Succession or Will it applicable to the family scenario where here it not only
focuses on the lively person or the present person who is surviving but also
the person who died knowingly or unknowingly who may or may not left a will
after his or her demise. But it focuses more on the intention of the testator.
The main few context which should be taken in to consideration is that the will
should not be ambiguous in nature even though it is not deemed to be registered
and when comes to succession it is all the way connected with property. When we
look up on Will it completely focuses on the ability, competency of the person
who is none other than the testator who is solely responsible in making the
will. Will can be stated invalid when it doesn’t cover the necessary provisions
and when the legality of the will is questioned. More importantly will is not
necessary to be attested with stamp duty and no stamp duty is required to
execute the will. Testamentary succession has its place in every religion
namely Hindu, Muslim, Christian and Parsi where here each community follows
different provisions when comes to succession.
[1] Indiankanoon: testamentary
sucession
[2] Theobald on Wills, 17th
edition,2010
[3] Allgood v. Blake; (1874)
[4] Perrin v. Morgan; (1743)
[5] Gill v. Shelley; (1831)
[6] Veerashekhara varmaryar v.
Amrithavalliammal & ors; 1973
[7] Pravinbhai Bhilalbhai Ghor v.
Rajivkumar gupta ; 1998
[8] Sushilabhai Ramachandra Kulkarni
v.Narayanarao Gopalrao Deshpande; 1974
[9] Hanuman Prasad kemka v. State Bank
of India; 2021
[10] Nanak Ghatalia v. Urmila Ghatalia;
2015
[11] Commissioner of Income tax v.
P.Dhanalakshmi; 1994
[12] Jayantilal Mansukhlal Anr v. Mehta
Chahanlal Ambalal, 16 march, 1966
[13] Sarabati Devi v. Usha Devi AIR 258
of 1983
[14] Kalidindi venkata subbaraju v.
Chintalapati Subbaraju and Ors, 1968 AIR 947
[15] Venkatachala Iyengar v. BN
Thimmajama AIR 728 1975