Bombay High Court Dismisses Trust Petition for Distribution of Undistributed Funds Under Will — Failure of Bequest to Wife Does Not Entitle Petitioner to Funds as Residuary Bequest to Charity Takes Effect. Clause 7 of Will Only Operates on Failure of Bequest to Wife, But Amount Then Goes to Charity Under Clause 5, Not to Petitioner.

High Court: Bombay High Court
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Case Note & Summary

The present trust petition was filed by Devishankar S/o Ganga Prasad Ram Narayan Tripathi & Ors. seeking distribution of undistributed funds under Clause 5 sub-clauses 6, 7, and 8 of a Will dated 7.2.1917 executed by Ram Narayan Shiv Prasad Tripathi. The Will settled a trust and appointed the Official Trustee as sole trustee. Clause 5 provided for distribution of Rs.9,000/- to various charities and persons, with a residuary provision that any balance not distributed under its sub-clauses shall go to charity for maintenance of the temple of Shri Kashi Narayan and the Tank at Rattakhera. Clause 6 bequeathed Rs.1,000/- to the testator's wife with conditions. Clause 7 provided for the eventuality of failure of the bequest to the wife. The petitioner claimed that upon failure of the bequest to the wife, the amount should be distributed to him under Clause 7. The court examined the clauses and held that Clause 7 only applies if the wife fails to take the bequest, but the amount then falls to charity under Clause 5, not to the petitioner. The petition was dismissed.

Headnote

A) Trust Law - Interpretation of Will - Failure of Bequest - Residuary Bequest - The court considered whether upon failure of a bequest to the wife under Clause 6, the undistributed amount should go to the petitioner under Clause 7 or to charity under Clause 5. The court held that Clause 7 only applies if the wife fails to take the bequest, but the amount then falls to charity under Clause 5, not to the petitioner. (Paras 1-3)

B) Trust Law - Residuary Bequest - Charity - Clause 5 of the Will provides that any balance of Rs.9,000/- not distributed under its sub-clauses shall go to charity for maintenance of temple and tank. The court held that this residuary clause covers the undistributed amount, and the petitioner has no claim. (Paras 2-3)

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Issue of Consideration

Whether the petitioner is entitled to the undistributed amount under Clause 7 of the Will upon failure of bequest to the wife under Clause 6, or whether the amount falls to charity under Clause 5.

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Final Decision

The court dismissed the trust petition, holding that the undistributed amount falls to charity under Clause 5 of the Will, and the petitioner has no claim.

Law Points

  • Interpretation of Will
  • Trust
  • Failure of Bequest
  • Residuary Bequest
  • Charity
  • Clause 7
  • Clause 5
  • Clause 6
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Case Details

2005 LawText (BOM) (05) 193

Trust Petition No.4 of 1996

2005-06-22

S.U. Kamdar

Shri Prakash Ganwani i/b A.V.Jain for the petitioners, Shri K.J.Hakani for the respondents

Devishankar S/o Ganga Prasad Ram Narayan Tripathi & Ors.

Official Trustee

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Nature of Litigation

Trust petition seeking distribution of undistributed funds under a Will.

Remedy Sought

Petitioners sought distribution of undistributed amount under Clause 5 sub-clauses 6, 7, and 8 of the Will.

Filing Reason

Petitioners claimed entitlement to the undistributed amount upon failure of bequest to the wife under Clause 6, relying on Clause 7.

Issues

Whether the petitioner is entitled to the undistributed amount under Clause 7 of the Will upon failure of bequest to the wife under Clause 6. Whether the undistributed amount falls to charity under Clause 5 of the Will.

Submissions/Arguments

Petitioners argued that upon failure of bequest to the wife under Clause 6, the amount should be distributed to them under Clause 7. Respondent (Official Trustee) contended that the amount falls to charity under Clause 5.

Ratio Decidendi

Upon failure of a bequest to the wife under Clause 6, the undistributed amount does not go to the petitioner under Clause 7 but falls to charity under the residuary Clause 5 of the Will.

Judgment Excerpts

Clause 7 of the will on which reliance is placed by the petitioner provides for eventuality in an event if the failure of the bequeath conferred on the wife under Clause 6. Clause 5 provides distribution of a sum of Rs.9,000/- in the manner set out therein. It is provided that in an event of failure of bequeath under any of sub-clauses of the said Clause 5, the balance amount of the said Rs.9,000/- should go to the charity towards the maintenance of the temple of Shri Kashi Narayan and the Tank at Rattakhera.

Procedural History

The trust petition was filed in 1996 and came up for hearing before Justice S.U. Kamdar on 22nd June 2005, who dismissed it.

Acts & Sections

  • Indian Trusts Act, 1882:
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