High Court of Bombay at Goa Allows Appeal in Property Dispute — Will Partially Valid Under Portuguese Civil Code. Testamentary Succession by Bachelor Not Subject to Disposable Quota; Will Disposing More Than Testator's Share Is Not Wholly Void but Restricted to His Share.

High Court: Bombay High Court Bench: GOA In Favour of Accused
  • 199
Judgement Image
Font size:
Print

Case Note & Summary

The case involves a second appeal arising from a suit filed by the original plaintiff (since deceased, represented by legal heirs) against the appellants (original defendants) seeking a declaration that the plaintiff was the exclusive owner of a property and for an injunction restraining the appellants from interfering with the property. The property was originally purchased jointly by the plaintiff and one Lingu (the testator) under a sale deed. Lingu executed a Will on 10.06.1994 bequeathing the entire property to the appellants. After Lingu's death, the appellants got their names mutated in the survey records. The plaintiff claimed to be the exclusive heir of Lingu and contended that the Will was void as it disposed of more than Lingu's share. The trial court decreed the suit in favor of the plaintiff, declaring the Will null and void and granting a permanent injunction. The first appellate court confirmed the decree. The appellants filed this second appeal. The High Court framed three substantial questions of law: (i) whether the courts below erred in holding the Will wholly void when it disposed of more than the testator's share; (ii) whether the final order of the first appellate court needs correction; and (iii) whether an injunction could be granted against co-owners. The High Court held that the testator, being a bachelor, had no disposable quota restriction under the Portuguese Civil Code. Even if the Will purported to dispose of more than the testator's share, it is not wholly void but must be restricted to the testator's share under Article 1804 of the Portuguese Civil Code. The court further held that the appellants, as co-owners, could not be injuncted from the property; the proper remedy for the plaintiff was to seek partition. The High Court allowed the appeal, set aside the judgments of the courts below, and dismissed the suit with liberty to the plaintiff to seek partition.

Headnote

A) Succession Law - Testamentary Succession - Validity of Will - Portuguese Civil Code, Article 1804 - The courts below erred in holding the Will wholly void because the testator, a bachelor, had no disposable quota restriction; even if the Will disposed of more than the testator's share, it should be restricted to his share and not declared wholly void. (Paras 2-5)

B) Property Law - Co-ownership - Injunction Against Co-owner - Specific Relief Act, 1963, Section 38 - An injunction cannot be granted against a co-owner who is in possession of the property; the plaintiff must seek partition instead. (Paras 6-7)

C) Evidence Law - Survey Records - Presumption of Possession - Survey records showing names of appellants after testator's death indicate their possession and title; the trial court's finding that appellants were not in possession is perverse. (Paras 5-6)

Subscribe to unlock Headnote Subscribe Now

Issue of Consideration

Whether the courts below erred in holding the Will wholly void when it purported to dispose of more than what the testator could by testamentary succession; Whether the final order of the First Appellate Court needs correction; Whether an injunction order could be passed against co-owners.

Subscribe to unlock Issue of Consideration Subscribe Now

Final Decision

Appeal allowed. Judgments and decrees of the trial court and first appellate court are set aside. The suit filed by the original plaintiff is dismissed. The plaintiff is at liberty to seek partition of the property in accordance with law.

Law Points

  • Will not wholly void for disposing more than testator's share
  • Portuguese Civil Code Article 1804
  • Testamentary succession by bachelor
  • Co-owner cannot seek injunction against other co-owner
  • Survey records as evidence of possession
Subscribe to unlock Law Points Subscribe Now

Case Details

2014 LawText (BOM) (01) 167

Second Appeal No. 02 of 2008

2014-01-31

F. M. Reis, J

2014:BHC-GOA:305

Mr. Amey Kakodkar for Appellants, Mr. Shivan Desai for Respondents

Shri Rupo Thanu Bhomkar and Shri Janu Thanu Bhomkar

Shri Sazu Bondu Bhomkar (deceased through LRs) and Smt. Suman Barkile Gawade

Subscribe to unlock Case Details (Citation, Judge, Date & more) Subscribe Now

Nature of Litigation

Civil suit for declaration of ownership and permanent injunction regarding immovable property.

Remedy Sought

Plaintiff sought declaration that he is exclusive owner of the property and injunction restraining defendants from interfering.

Filing Reason

Plaintiff claimed exclusive ownership as heir of deceased Lingu, while defendants claimed under a Will executed by Lingu.

Previous Decisions

Trial court decreed suit in favor of plaintiff, declaring Will null and void and granting permanent injunction. First appellate court confirmed the decree.

Issues

Whether the Will executed by Lingu is wholly void for disposing of more than his share? Whether an injunction can be granted against co-owners? Whether the first appellate court's order needs correction?

Submissions/Arguments

Appellants argued that the testator was a bachelor, so no disposable quota applies; even if Will disposes more, it should be restricted to testator's share under Article 1804 of Portuguese Civil Code. Appellants argued that survey records show their names, indicating possession and title. Respondents argued that the Will is void as it exceeds testator's disposable quota and that they are exclusive heirs.

Ratio Decidendi

A Will that disposes of more than the testator's share is not wholly void but must be restricted to the testator's share under Article 1804 of the Portuguese Civil Code. A co-owner in possession cannot be injuncted by another co-owner; the proper remedy is partition.

Judgment Excerpts

The learned Judge has come to the conclusion that the Will executed by the deceased Lingu dated 10.06.1994, is null and void as it had disposed more than what the deceased Lingu was entitled in a specific property and exceeded the disposable quota. Even assuming that the testator has bequeathed more than what he is entitled, such Will will have to be restricted in terms of his property of Article 1804 of the Portuguese Civil Code. The injunction order could not have been passed against the co-owners.

Procedural History

Original suit filed by plaintiff (since deceased) in trial court seeking declaration and injunction. Trial court decreed suit in 2005. First appeal by defendants dismissed in 2007. Second appeal admitted on 11.02.2009 on substantial questions of law. Heard and decided on 31.01.2014.

Acts & Sections

  • Portuguese Civil Code: Article 1804
  • Specific Relief Act, 1963: Section 38
Subscribe to unlock full Legal Analysis Subscribe Now
Related Judgement
High Court High Court of Karnataka Allows Appeal Against Dismissal of Motor Accident Claim, Holding That Negligence of Bus Driver Established on Preponderance of Probability. The Court Rules That Standard of Proof in Accident Claims Under Motor Vehicles Act, 19...
Related Judgement
High Court Bombay High Court Restores Pre-Arrest Bail in Investment Fraud Case — Suppression of Facts Not Proven. Cancellation of anticipatory bail set aside as the applicant had not suppressed material facts and the cancellation was based on unsubstantiated ...