Bombay High Court Grants Probate to Executor in Will Dispute, Upholds Execution and Dismisses Caveat for Lack of Proof of Undue Influence. The court held that the propounder of the Will had discharged the burden of proving due execution and testamentary capacity, and the caveator failed to establish suspicious circumstances or undue influence.

High Court: Bombay High Court Bench: BOMBAY In Favour of Prosecution
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Case Note & Summary

The plaintiff, The Maharashtra Executor And Trustees Co. Ltd., filed a testamentary petition seeking probate of the last Will and Testament dated 22nd March, 2001 and Codicil dated 16th April, 2003 of Mrs. Vimalabai Dattatraya Purohit (the deceased). The deceased died on 26th July, 2004. The plaintiff was named as the sole executor. The caveator, Mr. Sharad Purohit, who was one of the heirs, filed a caveat opposing the grant of probate. The suit was converted into a testamentary suit. The plaintiff alleged that the Will was duly executed in Mumbai and that the deceased left behind two heirs: Mr. Ulhas Waman Solaskar and Mr. Sharad Ramchandra Purohit. The caveator contended that the Will was not duly executed, that the deceased lacked testamentary capacity, and that the Will was executed under undue influence. The court examined the evidence, including the testimony of one attesting witness and the propounder. The court found that the plaintiff had proved the due execution of the Will and Codicil as per Section 63 of the Indian Succession Act, 1925 and Section 68 of the Indian Evidence Act, 1872. The court held that the caveator failed to raise any suspicious circumstances or prove undue influence. The court granted probate of the Will and Codicil to the plaintiff, with the caveat dismissed.

Headnote

A) Succession Law - Probate - Due Execution - Section 63 of Indian Succession Act, 1925 - The court examined whether the Will and Codicil were duly executed as per law, considering the evidence of attesting witnesses and the propounder's testimony. Held that the plaintiff had discharged the initial burden of proving due execution by examining one attesting witness and the propounder, and the caveator failed to rebut the presumption of due execution (Paras 10-20).

B) Succession Law - Suspicious Circumstances - Undue Influence - The caveator alleged that the Will was executed under undue influence and that the deceased lacked testamentary capacity. The court found no evidence of suspicious circumstances or undue influence, noting that the deceased was of sound mind and the Will was executed in a normal manner. Held that mere allegations without proof do not constitute suspicious circumstances (Paras 21-30).

C) Evidence Law - Attestation - Section 68 of Indian Evidence Act, 1872 - The court relied on the testimony of one attesting witness who proved the execution of the Will and Codicil. The propounder also gave evidence consistent with due execution. Held that the requirement of Section 68 was satisfied (Paras 15-18).

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Issue of Consideration

Whether the plaintiff has proved the due execution of the Will and Codicil of the deceased and whether the caveator has raised any suspicious circumstances or undue influence that would prevent the grant of probate.

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Final Decision

The court granted probate of the Will dated 22nd March, 2001 and Codicil dated 16th April, 2003 of the deceased to the plaintiff. The caveat was dismissed.

Law Points

  • Burden of proof in probate proceedings
  • Suspicious circumstances
  • Testamentary capacity
  • Due execution of Will
  • Codicil
  • Section 63 of Indian Succession Act
  • 1925
  • Section 68 of Indian Evidence Act
  • 1872
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Case Details

2019:BHC-OS:2507

Testamentary Suit No.14 of 2005 in Testamentary Petition No.705 of 2014

2019-01-16

R.D. Dhanuka, J.

2019:BHC-OS:2507

Mr. Nikhil Wadekar with Mr. Chetan Mhatre I/b M/s. Utangale & Co. for the Plaintiff. Mr. Harihar Bhave with Ms. Rupa Bhave I/b M/s. Bhave & Co. for the Defendant.

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Nature of Litigation

Testamentary suit for grant of probate of a Will and Codicil.

Remedy Sought

Plaintiff sought probate of the last Will and Testament dated 22nd March, 2001 read with Codicil dated 16th April, 2003 of the deceased.

Filing Reason

The plaintiff, being the sole executor named in the Will, filed a petition for probate. The caveator opposed the grant, alleging lack of due execution and undue influence.

Issues

Whether the plaintiff has proved the due execution of the Will and Codicil? Whether the caveator has raised any suspicious circumstances or undue influence that would prevent the grant of probate?

Submissions/Arguments

Plaintiff argued that the Will and Codicil were duly executed in accordance with law, and the plaintiff had examined an attesting witness to prove execution. Caveator argued that the Will was not duly executed, the deceased lacked testamentary capacity, and the Will was executed under undue influence.

Ratio Decidendi

The propounder of a Will must prove due execution and testamentary capacity. Once the propounder discharges the initial burden by examining an attesting witness and the propounder, the burden shifts to the caveator to prove suspicious circumstances or undue influence. Mere allegations without evidence do not constitute suspicious circumstances.

Judgment Excerpts

By this suit which is converted as testamentary suit from the Petition No.705 of 2004, the plaintiff (original petitioner) prays for probate of the last Will and Testament of Mrs.Vimalabai Dattatraya Purohit dated 22nd March, 2001 read with Codicil dated 16th April, 2003. The court held that the plaintiff had discharged the initial burden of proving due execution by examining one attesting witness and the propounder, and the caveator failed to rebut the presumption of due execution.

Procedural History

The plaintiff filed Testamentary Petition No.705 of 2004 on 26th July, 2004. The caveator filed a caveat, and the petition was converted into Testamentary Suit No.14 of 2005. The suit was heard and reserved on 7th December, 2018, and judgment pronounced on 16th January, 2019.

Acts & Sections

  • Indian Succession Act, 1925: Section 63
  • Indian Evidence Act, 1872: Section 68
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