High Court of Judicature at Bombay Dismisses Testamentary Suit Seeking Probate of Will Due to Forgery and Undue Influence. The Court Held That the Propounders Failed to Prove Due Execution and Testamentary Capacity, and That the Earlier Charitable Will Remained Unrevoked.

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

This testamentary suit arose from a petition for probate of the alleged last will of Jimmy Keki Tarachand, dated 27 December 2004. The original plaintiffs, Jivaji Framroze Tarachand (paternal uncle) and Khurshed N. Wadia (son of a predeceased paternal uncle), claimed to be executors under the will. The deceased had executed an earlier will on 31 August 2000, appointing different executors and dedicating his estate to charitable purposes in memory of his parents. The 2000 will also dealt with his 1/4th share in a flat at Parsi Colony, Dadar. The caveator, Minoo S. Mistry (maternal uncle), objected to probate, alleging forgery, lack of testamentary capacity, and undue influence. After the deaths of the original plaintiff Jivaji Tarachand and the original caveator, their legal heirs were substituted. The defendants contended that the 2004 will was forged as it did not bear the testator’s signature on every page, the date ‘27’ was inserted by Jivaji Tarachand (a beneficiary), and the attesting witness Dolly Divecha gave inconsistent evidence. They also highlighted that the deceased had been in poor health, suffering from cardiac issues, morbid obesity, and hypertension, and was admitted to Raheja Hospital where he died. The family even refused a post‑mortem. The defendants pointed to the unnatural nature of the will, which ignored the maternal side of the family and deviated entirely from the charitable intentions of the 2000 will. The plaintiffs relied on the affidavit of Dolly Divecha, who stated that the deceased signed the will in her presence and that of the other witness, Homi Pithawalla, and Jivaji Tarachand. She initially claimed she wrote her name and address below her signature but later corrected this, stating that Jivaji Tarachand had written them at her request. On 21 November 2008, the court framed four issues: validity of the 27 December 2004 will, whether it was forged, whether it revoked the 2000 will, and whether the deceased was forced to make it when not in a sound state of mind. The court examined the evidence and found that the propounders failed to prove due execution and testamentary capacity. Suspicious circumstances were not dispelled: the date was inserted by a beneficiary, the will lacked initials on each page, and the attesting witness’s testimony was contradictory. The defendants successfully proved forgery and that the testator did not have the requisite mental capacity at the time of execution, and that the earlier charitable will was not revoked. Consequently, the court answered all issues against the plaintiffs. The testamentary suit was dismissed, probate was refused, and the 2004 will was declared invalid and forged. The 2000 will remained unrevoked, and the defendants’ objections were sustained.

Headnote

A) Wills and Probate - Validity of Will - Burden of Proof and Suspicious Circumstances - Indian Succession Act, 1925, Sections 59, 63, 68 - The propounder of a will bears the burden of proving its due execution, attestation, and the testator's sound disposing state of mind. The plaintiffs failed to dispel suspicious circumstances such as insertion of the date by a beneficiary, absence of the testator's signature on each page, and inconsistent testimony of the attesting witness. Held that the will dated 27 December 2004 was not valid. (Paras 4, 7, 11)

B) Wills and Probate - Forgery - Proof of Forgery - Indian Succession Act, 1925, Section 63 - The defendant demonstrated that the will was forged, citing missing initials on pages, the insertion of the date by the first plaintiff, and the overall unnatural disposition overlooking close maternal relatives. The attesting witness corrected her earlier affidavit, weakening the plaintiffs' case. Held that the will was forged. (Paras 4, 7, 11)

C) Wills and Probate - Revocation of Earlier Will - Non-Revocation - Indian Succession Act, 1925, Sections 57, 70 - A subsequent will does not automatically revoke an earlier will; the propounder must prove the testator intended to revoke it. The plaintiffs failed to prove that the 2004 will expressly or impliedly revoked the earlier will of 2000, which contained charitable bequests. Held that the earlier will dated 31 August 2000 was not revoked. (Paras 5, 7)

D) Wills and Probate - Testamentary Capacity - Undue Influence and Lack of Capacity - Indian Succession Act, 1925, Section 59 - For a will to be valid, the testator must be of sound mind and free from coercion or undue influence. The defendants proved that the deceased was in poor health, suffering from terminal cardio-respiratory arrest, morbid obesity, and hypertension, and that the will was executed under suspicious circumstances when he lacked proper mental state. Held that the deceased was forced to make the will when not in a proper state of mind. (Paras 4, 7)

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Issue of Consideration

Whether the will dated 27 December 2004 was validly executed and probate could be granted; whether the will was forged; whether the earlier will dated 31 August 2000 stood revoked; whether the deceased was forced to make the will when not in proper state of mind

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Final Decision

The testamentary suit is dismissed. The Will dated 27 December 2004 is held invalid and forged; the plaintiffs failed to prove its due execution and validity. The earlier Will dated 31 August 2000 is not revoked. The defendants proved that the deceased was forced to make the will when not in a proper state of mind. Probate is refused.

Law Points

  • Burden of proof on propounder
  • due execution
  • attestation
  • suspicious circumstances
  • forgery vitiates probate
  • testamentary capacity
  • revocation of will
  • validity of charitable bequest
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Case Details

2014 LawText (BOM) (09) 105

Testamentary Suit No. 85 of 2005 in Testamentary Petition No. 604 of 2005

2014-09-25

R. D. Dhanuka, J.

2014:BHC-OS:10276

Zubin Behramkamdin, Phiroz Colabawala, Ferzana Behramkamdin, Bharti Bhansali, Snehal Shah, Deepti Panda, Avinash Joshi, Vipul Bilve

Jivaji Framroze Tarachand (since deceased) through his LRs Smt. Gool J. Tarachand & Kanaz J. Tarachand, and Khurshed N. Wadia

Gool Minoo Mistry, Dr. Khorshed M. Mistry, Mrs. Beheroze Aziz Khalleli, Ms. Anahita Minoo Mistry, Ms. Sanober Minoo Mistry

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Nature of Litigation

Testamentary suit for probate of an alleged will dated 27 December 2004

Remedy Sought

Plaintiffs sought probate of the will as executors to administer the estate of Jimmy Keki Tarachand

Filing Reason

To obtain judicial recognition of the will and enable distribution of the deceased's assets

Previous Decisions

Testamentary petition was converted into a testamentary suit upon filing of a caveat; issues were framed on 21 November 2008

Issues

Whether the plaintiff/petitioners prove that the Will dated 27th December 2004 is valid? Whether the defendant proves that the Will of Jimmy K. Tarachand dated 27th December 2004 is forged? Whether the plaintiff proves that the earlier Will of Jimmy K. Tarachand dated 31st August 2000 is revoked by the deceased? Whether the defendants prove that the deceased was forced to make the said Will dated 27th December, 2004 when he was not in a proper state of mind to make a Will?

Submissions/Arguments

Plaintiffs argued that the will was duly executed in the presence of two attesting witnesses (Homi Pithawalla and Dolly Divecha), the deceased signed of his own free will, and the attesting witness confirmed the execution in her affidavit, thereby satisfying the requirements of a valid will. Defendants contended that the will was forged: it lacked the testator's signature on every page, the date '27' was inserted by the first plaintiff (a beneficiary), the attesting witness corrected her affidavit regarding who wrote her name, the earlier charitable will of 2000 was in existence, and the deceased was in poor health and could not have been in a sound disposing state of mind.

Ratio Decidendi

The propounder of a will bears the burden of proving its due execution, attestation, and the testator's sound disposing state of mind. Suspicious circumstances—such as insertion of the date by a beneficiary, absence of the testator's signature on each page, and inconsistent witness testimony—must be dispelled; failure to do so renders the will invalid. Forgery vitiates a will. An earlier will is not revoked unless specifically proven; a subsequent will does not automatically revoke an earlier one without proof of intention. Testamentary capacity must exist at the time of execution; proof of coercion, undue influence, or lack of mental capacity will defeat probate.

Judgment Excerpts

the alleged Will was forged as it did not bear the signature of the deceased on each and every page. insertion of date '27th' preceding the words 'day of December, 2004' in the last paragraph of the Will was in the handwriting of Mr. Jivaji F. Tarachand. the Court appointed a court commissioner for recording evidence in the suit. Issue 1: Whether the plaintiff/petitioners prove that the Will dated 27th December 2004 is valid? In the Negative

Procedural History

Testamentary petition filed on 21 July 2005 by Jivaji F. Tarachand and Khurshed N. Wadia praying for probate of the alleged will dated 27 December 2004 of Jimmy Keki Tarachand. Citations served. Caveat filed by Minoo S. Mistry on 25 November 2005, converting the petition into testamentary suit (85 of 2005). Issues framed on 21 November 2008 by Justice S. C. Dharmadhikari. After the deaths of original plaintiff and original caveator, their legal heirs were brought on record. Further affidavit in support of caveat filed on 15 June 2011. Court directed recording of evidence; affidavits of attesting witness Dolly Divecha and others filed. Evidence recorded through court commissioner. Judgment reserved on 14 August 2014 and pronounced on 25 September 2014.

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