APOLINE D' SOUZA versus JOHN D SOUZA

Florine D' Souza executed a will on or about 06.05.1992. She had two daughters Olivia and Olympia. Both of them had become nuns. C The 1st daughter Olivia died in 1975. The 2nd daughter Olympia died on 27.09.1993.

p. 1105

Appellant herein was one of the beneficiaries of the will. He was, however, not in any way related to the testatrix. The testatrix was owner of the following properties which were subject-matter of the said will : D '"A' SCHEDULE Property situated in Talipady Village, Mangalore Taluk, Mulki Sub- Division D.K. bearing following particulars : S. No. S.D. No. Kissam Extent A.C. Assessment Rs. Ps. 123 - lAIB (P) Garden o - 16 F BOUNDARIES: East : Property allotted to 'B' Schedule belongs to the Same sub-Division. South: Portion of Sy. No. 123/IAIA G West : Portion of Sy. No. 123/lA IA North: Sy Line With tiled house bearing No. 8-87, with all mamool and easementary rights with all appurtenants and also all the movables belonging to me." H A "'B' SCHEDULE' Property situation in Thalipady Village, Mulki S.D. Mangalore Taluk, D.K. Bearing following particulars : B S. No. S.D. No. Kissam Extent A.C. Assessment Rs. Ps. 123 I A IB (P) Garden 0 - 23 BOUNDARIES: East : Portion of the Sy. No. 123/5, 123/3, 123/IAIB South: Portion of Sy. No. 123/IAIA West : Property allotted to 'A' Schedule of same Sub- Division North : Sy. Line 123-5 Garden 0-09 With a tiled house, timbers all mamool and easementary rights" ..

pp. 1105–1106

Whereas the property described in Schedule 'A' appended to the said will was bequeathed in favour of the appellant, the property described in Schedule 'B' thereto was bequeathed in favour of the respondent. Florine died on 13.03.1994. An application for grant of Letters of Administration with a copy of the will annexed, in terms of Section 276 of the Indian Succession Act, 1925 (for short 'the Act') was filed by the appellant. Respondent entered a caveat.

p. 1106

The plea raised by the respondent in the suit was that the testatrix was an aged woman and did not have a proper frame of mind at the time of 'r purported execution of the will to understand the contents thereof.

p. 1106, margin E

The learned Trial Judge held that the execution of the will had been proved, stating : " ... Circumstances go to show that the defendant had constructed his own house in one portion of the land that belonged to the old lady. 23 cents of land was given to the defendant under the will and 16 cents of land including the old house was given to the plaintiff who attended the old lady during her old age. I do not find anything unnatural in the bequest made by the old lady. She has given larger extent of land to the defendant who is the son of the sister of the Testatrix. That shows that the disposition made by her was consistent with the natural course of human conduct." It was held that as the propounder did not take any interest in the matter of execution of the will, no suspicious circumstances existed.

pp. 1106–1107, margin E

The High Court, however, reversed the said finding of the learned Trial Judge by reason of the impugned judgment, opining : i) PW-2, the only attesting witness, examined in the matter, admitted that she had put her signature on a handwritten will, whereas the will had in fact been typed in Kannada language. Hence the due execution of the will was not proved. ii) The will contained various overwritings and cuttings, which establish existence of suspicious circumstances. iii) Evidence of PW-2 does not prove either execution or attestation of the will as per Ex. P-2, as the thumb mark affixed by Florine D' Souza on it was not got marked in the evidence of PW-2 and sr~ had not identified the thumb mark on Ex. P-2 as the thumb mark which was affixed by Florine D' Souza in her presence. iv) Mere fact that the will was a registered one would not dispense with the requirements of proof of due execution and attestation of the will for grant of Letters of Administration.

p. 1107, margin B

Dr. M.P. Raju, learned counsel appearing on behalf of the appellant, however, submitted : i) The proof of execution of the will cannot be discarded only because all the precedent requirements of law had not been fulfilled. ii) As it was proved that the plaintiff-appellant was serving the testatrix since I 986, there was no reason to disbelieve the bequest made in her favour by way of a will.

p. 1107, margin E

The testatrix was a 96 years old lady. She had been suffering for a long time. She was bed-ridden. No evidence has been brought on record to show as to who had drafted the will.

p. 1107, margin G

Even if it be assumed that the appellant had nothing to do in regard to preparation of the draft or registration thereof, nothing has been brought on record to show as to who had drafted the will, or at whose instance it came to be registered.

p. 1108

PW-2 is the attesting witness. She was called to be a witness to the execution of the will. On or about 06.05.1992, when she had come to the house of the testatrix, the will had already been written. According to her, only after she had come, the testatrix put her LT.I.. Two days thereafter, the will was registtred, on which date also she was asked to be present.

p. 1108

The High Court has arrived at a conclusion that the execution of the will has not been proved in accordance with law.

p. 1108, margin C

What should be the mode of proof of execution of a will has been laid down in Section 63 of the Act in the following terms : "63. Execution of unprivileged wills.-Every testator, not being a solider employed in an expedition or engaged in actual warfare, or an airman so employed or engaged, or a mariner at sea, shall execute his will according to the following rules : (a) The testator shall sign or shall affix his mark to the will, or it shall be signed by some other person in his presence and by his direction. (b) The signature or mark of the testator, or the signature of the person signing for him, shall be so placed that it shall appear that it was intended thereby to give effect to the writing as a will. (c) The will shall be attested by two or more witnesses, each of whom has seen the testator sign or affix his mark to the will or has seen some other person sign the will, in the presence and by the direction of the testator, or has received from the testator a personal acknowledgement of his signature or mark, or of the signature of such other person; and each of the witnesses shall sign the will in the presence of the testator, but it shall not be necessary that more than one witness be present at the same time, and no particular form of attestation shall be necessary."

p. 1108, margin C

Section 68 of the Indian Evidence Act, 1872 provides for the mode and manner in which execution of the will is to be proved. Proof of attestation of the will is a mandatory requirement. Attestation is sought to be pro~ed by PW-2 only. Both the daughters of the testatrix were nuns. No property, A therefore, could be bequeathed in their favour. In fact one of them had expired long back. Relation of the testatrix with the respondent admittedly was very cordial. Appellant before us has not been able to prove that she had been staying with the testatrix since 1986 and only on that count she was made a beneficiary thereof. The will was full of suspicious circumstances. PW -2 categorically stated that the will was drafted before her coming to the residence B of the testatrix and she had only proved her signature as a witness to the execution of the will but the document was a handwritten one. The original will is typed in Kannada, although the blanks were filled up with English letters. There is no evidence to show that the contents of the will were read over and explained to the testatrix. PW-2 was not known to her. Why was she C called and who called her to attest the will is shrouded in mystery. Her evidence is not at all satisfactory in regard to the proper frame of mind of the testatrix. There were several cuttings and overwritings also in the will.

pp. 1108–1109, margin G

What would be the requirement for proof of a will has recently been considered by this Court in B. Venkatamuni v. C.J. Ayodhya Ram Singh & D Ors., [2006] 11 SCALE 149, stating: "15. Proofof a Will shall strictly be in terms of the abovementioned provisions. 16. It is, however, well settled that compliance of statutory requirements E itself is not sufficient as would appear from the discussions hereinafter made." It was observed : "20. Yet again Section 68 of the Indian Evidence Act postulates F the mode and manner in which proof of execution of document required by law to be attested stating that the execution must be proved by at least one attesting witness, if an attesting witness is alive and subject to the process of the Court and capable of giving evidence." It was further observed : "24. However, having regard to the fact that the Will was registered one and the propounder had discharged the onus, it was held that in such circumstances, the onus shifts to the contestant opposing the Will to bring material on re~ord meeting such prima facie case in which event the onus shifts back on the propounder to satisfy the court H affirmatively that the testator did not know well the contents Will and in sound disposing capacity executed the same. 25. Each case, however, must be determined in the fact obtaining therein. 26. The Division Bench of the High Court was, with respect, entirely wrong in proceeding on the premise that compliance formalities as regards proof of the Will would sub-serve and the suspicious circumstances surrounding the execution is not of much significance. 27.The suspicious circumstances pointed out by the learned Judge and the learned Single Judge of the High Court, were on the face of the records. They could not have been ignored Division Bench and in any event, the Division Bench should been slow in interfering with the findings of fact arrived at court. It applied a wrong legal test and thus, came to an decision."

pp. 1109–1110

Yet again in Niranjan Umeshchanda Joshi v. Mrudula Jyoti [2006] 14 SCALE 186, this court observed: "32. Section 63 of the Indian Evidence Act lays down and manner in which the execution of an unprivileged Will proved. Section 68 postulates the mode and manner in which of execution of document is required by law to be attested. unequivocal terms states that execution of Will must be least by one attesting witness, if an attesting witness is alive to the process of the court and capable of giving evidence. to prove what is loosely called as primary evidence, except proof is permitted by leading secondary evidence. Unlike documents, proof of execution of any other document under would not be sufficient as in terms of Section 68 of the Indian Act, execution must be proved at least by one of the witnesses. While making attestation, there must be attestandi, on the part of the attesting witness, meaning must intend to attest and extrinsic evidence on this point is 33. The burden of proof that the Will has been validly and is a genuine document is on the propounder. The propounder also required to prove that the testator has signed the Will he had put his signature out of his own free will having a sound A disposition of mind and understood the nature and effect thereof. If sufficient evidence in this behalf is brought on record, the onus of the propounder may be held to have been discharged. But, the onus would be on the applicant to remove the suspicion by leading sufficient and cogent evidence if there exists any. In the case of proof of Will, a signature of a testator alone would not prove the execution thereof, B if his mind may appear to be very feeble and debilitated. However, if a defence of fraud, coercion or undue influence is raised, the burden would be on the caveator. [See Madhukar D. Shende v. Tarabai Shedage, (2002] 2 SCC 85 and Sridevi & Ors. v. Jayaraja Shetty & Ors., (2005] 8 SCC 784. Subject to above, proof of a Will does not ordinarily differ from that of proving any other document." Noticing B. Venkatamuni (supra), it was observed: "36. The proof a Will is required not as a ground of reading the document but to afford the judge reasonable assurance of it as being what it purports to be. D 37. We may, however, hasten to add that there exists a distinction where suspicions are well founded and the cases where there are only suspicions alone. Existence of suspicious circumstances alone may not be sufficient. The court may not start with a suspicion and it should not close its mind to find the truth. A resolute and impenetrable E incredulity is demanded from the judge even there exist circumstances of grave suspicion. [See Venkatachala Iyengar (supra)]" (See also Joseph Antony Lazarus (Dead) By LRs. v. A.J. Francis, (2006] 9 SCC 515].

pp. 1110–1111, margin D

In Sankaran v. D. Kausa/ya, (2007] 3 SCALE 186, it was stated: "6. A learned Single Judge of the High Court by his judgment dated 25.5.1996 held that the will dated 24.9.1986 was genuine and was not a forged one. The learned Single Judge took into consideration various factors e.g. that the testator himself presented the will for G execution, and there was a dispute between the testator and his elder daughter and hence he wanted to bequeath his properties to his ~- second daughter and the sons born to her, etc. 7. In appeal the Division Bench of the Madras High Court set aside the judgment of the learned Single Judge but without a proper H consideration of the various facts mentioned by the learned Single Judge 8. The Division Bench was evidently the elder daughter was deprived However, the Division Bench has various considerations which according motivated the testator to deprive herein." [See also Benga Behera & Anr. v. Braja of2003, disposed ofon 15.05.2007]

pp. 1111–1112

Reliance placed by Dr. Raju on AIR (1916) Calcutta 374 and Riazulnisa [!LR XIX Lucknow 445] are misplaced.

p. 1112, margin C

The requirements to prove execution Section 63 of the Act only in the year 1925. change. In any event, this Court is bound

p. 1112, margin C

In Naresh Charan Das Gupta v. SCR I 035 whereupon again reliance categorically held : " .... It cannot be laid down as a matter did not state in examination-in-chief presence of the testator, there was on the circumstances elicited witnesses signed in the presence of question of fact depending on appreciation of the Court below that the will consideration of all the materials,

p. 1112, margin D

The ratio of the said decision mode and manner of proof of due execution upon the facts and circumstances of each the will to remove the suspicious circumstances, in this case.

p. 1112, margin F

For the reasons aforementioned, which is accordingly dismissed. In the there shall, however, be no order as to N.J.

p. 1112, margin G