Professional Documents
Culture Documents
Unit-II Hindu Law of Partition: Who can make, Subject matter of 10-21
partition, Persons who have a right to partitions and Persons
who are entitled to a share on partition, How partition is
effected? Rules relating to distribution of property and modes of
partition, Reopening of Partition and Re-union. Position, status,
Liability and Powers of the Karta in the Hindu Joint Family.
Unit-IV Muslim Law of Gift: Who can make a Vlid Gift? Essential 34-48
requirements of a valid Gift; Subject mater of Gift, Gift of
Musha-Exceptions thereof, Revocation of Gifts under Shia and
Sunni Law.
Unit-I
Mitakshara Hindu joint Family
Mitakshara Hindu joint family is a concept in Hindu law that refers to a system
of family governance and inheritance that is based on the principle of
coparcenary. Under this system, all members of a joint family, including both
male and female members, have an equal share in the property and assets of
the family.
The Mitakshara system is governed by a set of rules and principles that have
been developed over centuries and are based on the traditional Hindu concept
of family and inheritance. According to these principles, the joint family is
considered to be an independent legal entity, and all members of the family
have equal rights and obligations towards the family property.
Under the Mitakshara system, the property is inherited by the male members
of the family through the principle of survivorship, which means that upon the
death of a coparcener, his share in the property passes on to the other
surviving coparceners. Female members, on the other hand, have limited rights
to the property and are entitled to maintenance and support from the family.
The Mitakshara system has been subject to several legal challenges and
reforms over the years. The Hindu Succession Act, 1956, introduced several
significant changes to the traditional Hindu law of inheritance and property,
including the equal distribution of property between male and female
members of the family.
However, the Mitakshara system still has relevance in contemporary Hindu
society, and many families continue to adhere to its principles and practices.
The composition of a Mitakshara Hindu joint family typically includes the
following members:
1. Karta: The head of the family, who is usually the eldest male member, is
called the Karta. He has the authority to manage the family affairs and
make decisions on behalf of the family.
2. Male members: In a Mitakshara Hindu joint family, male members are
considered the primary heirs and have a right to the family property.
They are responsible for managing the family business and providing for
the family's financial needs.
3. Female members: Female members of the family, including wives,
daughters, and daughters-in-law, are also considered part of the family.
They have a right to be supported by the family and are expected to
contribute to the family's well-being.
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Characteristics
Here are some key characteristics of Mitakshara Hindu joint family:
1. Joint ownership: In a Mitakshara Hindu joint family, all the members of
the family own and manage the family property collectively. The
property is inherited by the male members of the family, and it is their
duty to manage it for the benefit of the entire family.
2. Common ancestry: All the members of the Mitakshara Hindu joint family
are related to each other by blood, marriage or adoption. They share a
common ancestry and are bound together by strong familial ties.
3. Authority of the eldest male: The eldest male member of the family is
considered the head of the family and has the final say in all matters
related to the family. He is responsible for the well-being of all the
members and is expected to make decisions that benefit the family as a
whole.
4. Co-residence: In a Mitakshara Hindu joint family, all the members live
together under one roof. This fosters a sense of unity and cooperation
among the members and ensures that everyone is taken care of.
5. Joint family business: Mitakshara Hindu joint families often engage in
joint family businesses, where all the members contribute to the
business and share the profits equally. This helps to strengthen the
family bond and provides financial security to all the members.
6. Obligation towards the family: All the members of the Mitakshara Hindu
joint family have a duty towards the family. They are expected to
contribute to the family income, take care of the elderly and the young,
and maintain the family traditions and customs.
Overall, the Mitakshara Hindu joint family is a close-knit and cohesive unit,
where the welfare of the family is considered paramount. The family members
work together towards common goals and share the joys and sorrows of life as
one big family.
JOINT FAMILY PROPERTY
“Property is intended to serve life, and no matter how much we surround it with
rights and respect, it has no personal being. It is part of the earth man walks on.
It is not a man.” -Martin Luther King, Jr.
The word ‘property’ is derived from the Latin word ‘proprietary’ and the
French comparable ‘proprius’ which implies a thing owned. The concept of
property and ownership is closely associated with one another. There is often
no property without possession and no possession without property. The
concept of property possesses a significant place in human life since it’s
impossible to measure the extent of ownership without property.
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In this way, any property acquired by a male Hindu from relations other than
father, father’s father and father’s father’s father would be called obstructed
heritage. The owner of this property holds the property as Separate and
absolute one and there is no chance of combining property.
Obstructed property rights gained by the owner after the succession of the
final owner but there are some exceptional cases where the ownership passes
by survivorship. The exception cases were mentioned below:
Two or more than two sons, grandsons, and great-grandsons succeeding
as heirs to the separate property of their paternal ancestor take as joint
tenants with survivorship.
Two or more grandsons of a daughter who is a member of a joint family
succeed as heirs to their maternal grandfather as joint tenants with the
right of survivorship.
Two or more widows succeeding as heirs of their husband take as joint
tenants with survivorship rights.
Two or more daughters succeeding as heirs of their father take as joint
tenants.
These are the only 4 conditions or exceptional circumstances in which
ownership of the obstructed property transfers to another before the
succession of the previous owner.
Illustration - An acquired the certain property from his brother who passed
on issueless. The acquired property within the hands of A will be a
discouraging legacy for the children of A. The children of A will acquire the
property from A as it were after his passing.
Unobstructed property
The property in which an individual secures and is intrigued by birth is called
unobstructed property. It is called unobstructed since the accrual of the right
to it isn’t obstructed by the presence of the owner. Hence property inherited by
a Hindu from his father, grandfather, and great grandfather is unobstructed
heritage as regards his claim male issues, that is, his sons, son’s and son’s child.
These rights arise on account of their birth in the family and the male
descendants in whom the property vests, are called coparceners. Thus, the
hereditary property in the hands of the final male owner is unobstructed.
Illustration - ‘A’ acquired certain property from his father. Two children born
to A, M and N are coparceners with A. M and N will procure an interest by birth
within the hereditary property of A. Thus the property within the hands of A is
unhindered legacy, as the presence of the father is no obstacle or obstacle to
his children procuring an intrigued by birth within the property.
It is seen that the distinction between obstructed and unobstructed property is
recognized by the Mitakshara School and according to Dayabhaga School all
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The ancestral property rights are controlled by per strip and not through
per capita.
The Shares in the ancestral property is first determined for each
generation and then subdivided for the successive generation.
Separate Property
Separate property refers to assets and property that are owned by an
individual spouse and are not considered community property. In other
words, separate property is property that is not subject to division in the
event of a divorce or legal separation.
Separate property can include assets that were acquired by one spouse
prior to the marriage, gifts and inheritances received by one spouse
during the marriage, and any property that is specifically designated as
separate property through a prenuptial or postnuptial agreement.
In some states, any increase in the value of separate property during the
marriage may also be considered separate property, while in other
states, it may be subject to division as community property.
It's important to note that the laws regarding separate property can vary
from state to state and can be complex, so it's a good idea to consult with
a qualified attorney if you have questions or concerns about your
separate property rights.
Joint family property
Joint family or coparcenary property is that property in which every
coparcener has a joint interest or right and over that property, the coparcener
has a joint possession. Or we can also say that the joint family property is the
property which is jointly acquired by the member of the family with the aid of
ancestral property.
Joint family Property defines as if any member of joint family property
acquired in his own name in the presence of an ancestral nucleus. In V.D.
Dhanwatey v. CIT, 1968, it was held that “The general doctrine of Hindu law is
that property acquired by a Karta or a coparcener with the aid or assistance of
joint family assets is impressed with the character of joint family property. To
put it differently, it is an essential feature of a self-acquired property that it
should have been acquired without assistance or aid of the joint family
property. It is therefore clear that before an acquisition can be claimed to be
separate property, it must be shown that it was made without any aid or
assistance from the ancestral or joint family property.”
Many times it is believed that property possessed by members of a joint family
is a Joint family property. In the case of Srinivas Krishna Rao Kango vs. Narayan
Devji Kango, 1954, it was held that “The Hindu law upon this aspect of the case
is well settled. Proof of the existence of a joint family does not lead to the
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presumption that any property held by any member of the family is joint, and
the burden rests upon anyone asserting that any item of property was joint to
establish the fact.
Some considered Coparcenary property and Joint family property as two
different things but actually both are same under Hindu law.
The basic difference which is considered and said that both are different is that
in joint family property, both males and females are considered as members
whereas, In coparcenary, only male members are considered as a
member. Female members have no right or interest in the property by birth in
a Joint family but In Coparcenary, all members have equal right or interest in
the property by birth.
These little differences make people think that both Joint family property and
coparcenary are two different concepts otherwise it is considered as the same
under Hindu law.
Conclusion - Property related matters are a serious concern or problem that is
faced by the Indians. A lot of rules and amendments were made in order to
lessen the number of disputes related to property matters and the government
has also established many regulatory bodies which regulate the problem of
property and classification of property under Hindu law and Hindu succession
act.
Land dispute or property dispute is not something new dispute or conflict
which arises in this generation. It has been prevalent since the very early
period but there were no provisions of law that can regulate the conflict of
property.
Another conclusion which can be derived from this whole article is that with
the passage of time the status of female members or we can say that the rights
of female members are secured in the different forms of property which were
totally absent or neglected in the early period when there is no Indian
succession Act, Hindu law and many others.
DISTINCTION BETWEEN THE MITAKSHARA & DAYABHAGA HINDU JOINT
FAMILY
The Mitakshara and Dayabhaga schools are two distinct schools of Hindu law
that govern the principles of inheritance and succession in Hindu joint families
in India. While both schools recognize the concept of a Hindu joint family, there
are several points of distinction between them. Here are some of the key
differences between the Mitakshara and Dayabhaga schools:
1. Coparcenary: Under the Mitakshara school, all male members of a joint
family, including sons, grandsons, and great-grandsons, acquire an equal
share in the ancestral property at birth. This is known as coparcenary. In
contrast, the Dayabhaga school does not recognize coparcenary, and the
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Unit –II
PARTITION UNDER HINDU LAW
Introduction
Partition is an act by which a coparcener severs his relations with joint family
and loses his status of coparcener. The essence of coparcenary is unity of
ownership. No undivided member in the coparcenary property has any
specific share in the property so long as the family is joint. An important
consequence of such partition is that the share of coparcener or coparceners
seeking partition which is till partition uncertain, fluctuating and
unpredictable, becomes specific and definite, as a result of partition, and thus
allotted to the respective members.
Meaning of Partition
According to Webster’s Law Dictionary, the word “partition” means “a
separation by a court of real estate owned jointly into two or more separately
owned parcels, so that each of the former joint owners may enjoy having his
or her own share in the estate”.
According to the Mitakshara Law, it is the adjustment of the diverse interests
regarding the whole, by distributing them into particular portions of the
aggregate. Therefore, Mitakshara partition is used into two distinct senses:
firstly, the adjustment into specific shares the diverse rights of the different
members according to the whole family property; secondly; the severance of
the joint status, with the legal consequences resulting therefrom. It has been
defined as the crystallization of the fluctuating interest of a coparcenary into
a specific share in the joint family estate.
Lord Westbury in Approvier v. Ram Subba Aiyer, held that “no individual
member of the family, while it remains undivided can predicate of the joint
and undivided property that he, that particular member has a certain definite
share.
According to Dayabhaga, the partition consists in splitting up joint
possession, i.e., separating the shares of the coparceners or in others words
dividing the property by metes and bounds among several co-sharers.
Subject matter of partition:
It should be understood that Coparcenary property is liable to partition.
Separate property is not liable to partition at all. It belongs absolutely to the
owner there of. In Poonam Mishra vs Rajkumari Mishra, the High court has
held that property acquired subsequently even do with joint funds to be
regarded as self acquired property and it has to be excluded from partition.
Property incapable of division and rule of partition of such property
Properties to which the rule of primogeniture applies cannot be divided, e.g.,
a raj. Nor can family idols and places of worship be divided. Certain kinds of
properties are by their nature indivisible e.g., animals, furniture, etc. Their
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value may be determined and distributed among the shares of some of those
properties may be enjoyed by coparceners jointly or by turns. Under this
category properties like wells, idols and temples are included.
According to Manu, “a dress, a vehicle, ornaments, cooked food, water and
female slaves, property destined for pious use and sacrifices and a pasture
land are indivisible.
Thus, there are several kind of kinds of properties indivisible by nature in
respect of which an agreement has to be reached so that they remain in the
common use of all coparceners. For example, staircase, courtyards, tanks,
roads, right-of-way and the like are incapable of valuation or division.
Provisions to be made before a partition takes place
From the property liable to partition provisions must first be made for:-
1. debts incurred for joint family which are payable out of joint family
property.
2. maintenance of dependent female members and disqualified heirs.
3. marriage expenses of unmarried daughters of the last male holder but
not of the collaterals.
The amount of expenses must be commensurate with the wealth of the family
there is no need for making provision for the marriage of unmarried
coparceners.
In Sankaranarayanan v. Official Receiver, Tirunelveli the Madras High Court
has held that where the marriage of a daughter is performed after filing the
petition should but before the finalization of the said suit the amount
expended for the marriage of daughter is recoverable from the joint family
property.
4. Expenses for funeral ceremony of the video and the mother of the last
male holder.
After the above provisions as we have been made an account must be taken
at the joint family property in the hands of the manager and other members
of the joint family it would also be noted that no charge will be made against a
coparcener, because a large share of the family income was spent on his
family in consequence of his having a large family to support.
Persons having Right to partition/ Entitled to a share on Partition
Every coparcener has right to partition and entitled to a share on partition:
1. Father: In exercise of this power the concept of son is immaterial.
However, father must act bona fide. If division made by him is unequal or
fraudulent or vitiated by favoritism, partition can be reopene. the father can’t
exercise this power by ‘will’ except the son's consent.
2. Son grandson and great grandson: They have a right to partition. But,
in Bombay school the son has no right to partition without the assent of
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father if father is joint with his own father, brothers and other collaterals.
Under Punjab customary law also sons have no right to partition against their
father.
3. After born sons and after born daughters of a coparcener -
After born sons we considered into two sets. Firstly, those born as well as
begotten after the partition, and secondly, those born after partition but
begotten before it or those in their mother’s womb at the time of partition. A
son in his mother's womb at the time of partition is treated, in point of law in
existence and is entitled to reopen the partition to receive share equal to that
of his brothers. In the case of a son born as well as begotten after the partition
his father has taken a share for himself and separated from the other sons,
then the after born son is entitled to his father share at the partition and also
his separate property to the exclusion of the separated sons and is not
entitled to reopen the partition. The same principle would now apply in case
of a daughter of a coparcener, who is a coparcener in her own rights after the
commencement of the Hindu Succession (Amendment) Act, 2005.
4. Illegitimate sons: An illegitimate son among three regenerate classes,
having no vested interest in the property, cannot demand a partition but he is
entitled to maintenance out of his father's estate. The Madras and Allahabad
High court have held that the legitimate son of Sudra may enforces a partition
against his legitimate brothers but not against his father or father’s
coparceners, as for instance, his father's brother or their sons. In Bombay case
also the same view was expressed. But the Calcutta High court has taken an
opposite view. The share of illegitimate son according to some is half of what
it would have got had he been a legitimate son and
according to others his share is half of that of a legitimate son.
5. Widows: Widow though not a coparcener under Mitakshara law is
entitled to obtain a share when the property is made between the
coparceners. However, she cannot demand for a partition.
6. Alienee: An alienee of coparcener’s interest, whenever such an
alienation is valid, has also right to partition in Smt. Kailashpati Devi v. Smt.
Bhubaneswari Devi, the Supreme court held that the purchaser of joint
family property from a member of a joint hindu family may have the right to
file a general suit for partition against the members of joint family and that
may be the proper remedy for him to adopt to effectuate is purchase.
7. Female Sharers: The term female shares into three types of female
members of coparcenary, namely (i) the wife, (ii) widowed mother and (iii)
paternal grandmother. These female shares cannot demand a partition nor
can they claim share upon a mere severance of a joint family status. They are,
however, entitled to get their share only when the joint family property is
actually divided not on every partition but on some partitions only. According
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Special Marriage Act causes severance between him and the other members
of the family.
6. Partition by Agreement: The true test of partition being the intention
of the member of joint family to become separate owners, it follows that an
agreement between the members of the joint family to hold and enjoy the
property in certain defined shares as separate owner operates on partition,
although the property itself has not been actually divided by metes and
bounds.
7. Partition by arbitration agreement: An agreement between the
members of a joint family whereby the appoint an arbitrator to arbitrate and
divide the property operates as a the partition from the date thereof. The
mere fact that no award has been made is no evidence of the renunciation of
the intention to separate.
8. Partition by father : The father may also cause the severance of the
sons without their consent. It is remnant of the ancient doctrine of ‘Patria
Potestas’ (paternal power). Hindu father under Mitakshara Law can demand
for partition along with his sons in presence of the karta of the family and
thus can bind the sons by partition.
9. Partition by Suits: The institution of suit for partition ipso facto effects
severance of joint family status and as such the institution of such a suit
effects immediate severance of joint status. A decree may be necessary for
working out the resultant severance for allotting definite share but the status
of the plantiff as separate in estate is brought about on his assertion of his
right to separate whether he obtains a consequential judgement or not. Their
lordships of the Supreme court held in Girjanandani v. Brijendra that partition
may ordinarily be affected by the institution of suit.Iin case of suit for
partition in joint status father’s consent to the suit for partition is no longer
necessary that the sun is fully eligible to file a suit for partition even during
the lifetime of his father .
The modes of partition provided here are not exhaustive there may be other
circumstances which if indicated unequivocal intention of partition will be
admissible.
Partial Partition
A partition effected between coparceners by mutual agreement may be
partial, either in respect of the property or in respect of the persons making it.
I. Partial as to property: It is open to the members of a joint family to
make a division and severance of interest in respect of a part of the joint
property, while retaining their status as a joint family, and holding the rest as
the properties of a joint and undivided family. But, once it is shown that the
parties intended to sever themselves, the joint status comes to an end, and
even the property which remains undivided would lose its joint nature, and
the members of the family would hold it as tenants-in-common, unless there
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(iii) However, it is open to any person who alleges that a partition has been
partial (either as to persons and as to property), to establish that fact.
(iv) Hindu law does not require that, in every case of partition, the
property must be partitioned by metes and bounds. A declaration of intention
by a coparcener to become divided brings about a severance of status, and it is
open to the parties to thenceforth enjoy their respective shares of the
property as tenants-in-common.
Deemed Partition
Section 6(3) of the Hindu Succession Act, 1956 (as amended) provides as
follows:
Where a Hindu dies after the commencement of the Hindu Succession
(Amendment) Act, 2005, his interest in the property of a joint Hindu family
governed by the Mitakshara law, shall devolve by testamentary or intestate
succession, as the case may be, under this Act and not by survivorship, and
the coparcenary property shall be deemed to have been divided as if a
partition had taken place
(a) the daughter is allotted the same share as is allotted to a son;
(b) the share of the pre-deceased son or a pre-deceased daughter, as they
would have got had they been alive at the time of partition, shall be allotted to
the surviving child of such pre-deceased son or of such pre-deceased
daughter;
(c) the share of the pre-deceased child of a pre-deceased son or of a pre-
deceased daughter, as such child would have got had he or she been alive at
the time of the partition, shall be allotted to the child of such pre-deceased
child of the pre-deceased son or a pre-deceased daughter, as the case may be.
For the purposes of this sub-section, the interest of a Hindu Mitakshara
coparcener shall be deemed to be the share in the property that would have
been allotted to him if a partition of the property had taken place
immediately before his death, irrespective of whether he was entitled to claim
partition or not.
The explanation to Section 30 of the Hindu Succession Act, 1956 (as
amended) also clearly states that the interest of a male Hindu in a Mitakshara
co-parcenary property shall notwithstanding anything contained in the
Hindu Succession Act, 1956 (as amended) or in any other law for the time
being in force, be deemed to be property capable of being disposed of by him.
Therefore, on the death of a member of a joint Hindu family, his share in the
family property will not pass on to the other members but will devolve as per
the bequests made in his will or as per the rules of intestate succession that
would govern him. So, a member’s share in a joint Hindu family property can
be bequeathed on the basis of a notional partition.
Technically, no one should be able to claim against such a bequest, unless
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Effect of reunion:
The effect of reunion is to remit the reunited members to their former status
as members of a joint Hindu family. [Pran Krishan v. Mathur Mohan (1865)
10 M.I.A. 403], The question is whether the property, which was formerly
joint but was later on parted as a result of partition will pass by survivorship
or by inheritance. The majority of High Courts are of the view that property
will pass by survivorship like any other joint family property. There is no
difference in coparcenaries by birth and coparcenaries by reunion. The
special rules of inheritance are applicable only to the separate property of the
reunited members.
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Unit-III
The Hindu Succession Act, 1956
Introduction
The Hindu Succession Act, 1956 is an Act relating to the succession and
inheritance of property. This Act lays down a comprehensive and uniform
system that incorporates both succession and inheritance. This Act also deals
with intestate or unwilled (testamentary) succession. Therefore, this Act
combines all the aspects of Hindu succession and brings them into its ambit.
This article shall further explore the applicability, and the basic terms and
definitions and the rules for succession in the case of males and females.
The rules of Hindu personal law are heavily dependent on the two schools
popularly known as Mitakshara School and Dayabhaga School. According to
the Mitakshara School, there are two modes of devolution of property. These
are:
Devolution by survivorship
Devolution of succession
The rule of survivorship is only applicable with respect to joint family property
or coparcenary property. On the other hand, succession rules apply to separate
property held by a person. However, the Dayabhaga school places emphasis on
succession as the only mode of devolution of property. The article discusses
the rules of succession under the Act and gives an overview of the whole Act. It
also describes the devolution of coparcenary property along with the major
changes brought by it.
Applicability
Section 2 of this Act lays down the applicability of this Act. This Act is
applicable to:
Any person who is Hindu by religion or any of its forms or
developments, including a Virashaiva, Lingayat, or a Brahmo, Prarthna
or Arya Samaj follower.
Any person who is a Buddhist, Sikh, or Jain by religion.
Any other person who is not a Muslim, Christian, Parsi, Jew, unless it is
proved that such person would not be governed by Hindu law or
custom.
This Act shall also extend to the whole of India.
However, this Section shall not apply to any Scheduled Tribes covered under
the meaning of Article 366 of the Constitution, unless otherwise directed by
the Central Government by notification in the Official Gazette.
Who qualifies as a Hindu, Sikh, Jain or Buddhist
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The Valliamma Thampuran Kovilagam Estate and the Palace Fund are
under the administration of the Palace Administration Board due to the
powers conferred under the Proclamation (IX of 1124), dated 29th June
1949, given by the Maharaja of Cochin.
Features of the Act
The importance of the Act lies in the fact that it provides uniform rules for
succession and reduces the conflict that arose due to confusion over different
rules based on the ideas of two schools. Other features of the Act are:
It makes a uniform system of inheritance and devolution of property that is
equally applicable to areas of Mitakshara and Dayabhaga school. The
applicability of the Act is explained thoroughly under Section 2 of the Act.
However, it does not apply to people governed by the Special Marriage Act,
1954.
Another important feature of the Act is its overriding effect given
under Section 4. It abrogates all the earlier laws, customs, rules, etc. that
were applicable to Hindus with respect to succession. Any Act or law that is
inconsistent with the provisions of this Act will be ineffective.
It has also abolished the concept of impartible estate and its succession by
special mode.
Earlier, the rule of survivorship in coparcenary property was only
applicable to male heirs. Female heirs were not recognised and given the
right to inherit by survivorship. But after the enactment of the Act, there has
been a change in this concept. Now, if a male dies intestate, leaving behind a
female heir, the property would devolve according to the provisions of this
Act and not the rule of survivorship.
The Act provides order of succession based on the doctrine of propinquity,
i.e., nearness or closeness of blood, and gives four different categories that
are:
o Class I heirs
o Class II heirs
o Agnates (people related to each other either by blood or
adoption only through males)
o Cognates (people related to each other either by blood or
adoption but not through males)
The rules of succession are different for the property of males and females.
In the case of a male who dies intestate, Class I heirs are usually given
preference over Class II heirs, and Class II heirs are further preferred over
any other heirs.
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The Act further abolished the limited estate of women, and she is now the
absolute owner of her property, irrespective of its source. Earlier, she was a
limited owner, and the rights to her property were exercised by her
husband, but now all the rights are exercised by her, and she can even
dispose of her property and take decisions.
The Act also recognises the right of a child in the property who is in the
mother’s womb. (Section 20) It states that an unborn child in a woman’s
womb would have the right to inherit the property, assuming that he has
been born before a person dies intestate.
The Act also clarifies that full-blood relations are preferred over half-blood
relations under Section 18. It further explains the concept of shares that are
to be divided per capita or per stirpes (division of shares in which share is
given to a branch of heirs as a whole) and such heirs inherit property as
tenants in common. (Section 19)
It gives a list of people that are excluded from inheriting a property on
different grounds. However, it abolished all the grounds that excluded a
person due to his physical deformity or capability under Section 28. It also
provides that the right of an illegitimate child to inherit property is confined
to the mother’s property and not the father’s property.
Devolution of interest in Coparcenary property
Coparcenary is a concept that consists of those people in a Hindu joint family
who inherit or have a common legal right to their ancestral property. Such
people are called coparceners. These are the descendants of a common
ancestor, and they acquire their right to joint property by birth. The Act also
provides for the devolution of interest in coparcenary property, and there has
been a change in the position with respect to coparcenary property due to
the Hindu Succession (Amendment) Act, 2005. This is discussed in detail
below.
Before Amendment
As mentioned earlier, the Mitakshara school recognises two modes of
devolution of property, i.e., by survivorship and by succession. The rule of
survivorship applies to coparcenary property, while succession applies to the
separate or self-acquired property of a person. Coparcenary property is an
ancestral property of a Hindu joint family and consists of:
Property inherited by a person from their ancestors,
Any property whose acquisition was done by the coparceners with the
help of ancestral property,
Joint acquisition by coparceners,
Separate property of coparceners as common stock.
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Widow
The widow gets a share that is equal to that of the son. If there exists more than
one widow, they collectively take one share that is equal to the son’s share and
divide it equally among themselves. This widow should have been of a valid
marriage. In the case of Ramkali v. Mahila Shyamwati AIR 2000 MP 288, it was
held that a woman who was in a voidable or void marriage, and that marriage
was nullified by the Court on the death of the husband, would not be called his
widow and would not have rights to succeed to his property.
If the widow of a predeceased son, or the widow of a brother has remarried,
then she shall not be given the term of ‘widow’, and will not have the
inheritance.
Adopted son
The Act has clearly clarified the position of sons with respect to succession. He
has been given all his rights as of the date the Act was enacted. Before the
amendment of 2005, he was preferred over daughters and was eligible to be a
coparcener but after the amendment, even the daughters are given equal
rights. The question that arises now is whether an adopted son has any right to
inherit property. This question has been amicably addressed by the Act. The
explanation to Section 6(4) of the Act clearly states that a son, grandson, or
great-grandson includes a son who was born or adopted before the
commencement of the Amendment Act of 2005. This also means that an
adopted son is treated the same as a natural son under the Act and has all the
rights given to him.
Class II heirs
The Class II heirs are categorized and are given the property in the following
order:
Father
Son’s Daughter’s son
Son’s daughter’s daughter
Brother
Sister
Daughter’s son’s son, daughter’s son’s daughter, daughter’s daughter’s
son, daughter’s daughter’s daughter
Brother’s son, sister’s son, brother’s daughter, sister’s daughter
Father’s father, father’s mother
Father’s widow, brother’s widow
Father’s brother, father’s sister
Mother’s father, mother’s mother
Mother’s brother, mother’s sister
If no one from the Class I heirs takes the property, then Class II heirs fall in line
to get the property. In Kalyan Kumar Bhattacharjee v. Pratibha Chakraborty
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AIR 2010 (NOC) 646 (Gau), the property fell into the share of the defendant’s
brother named Ranjit, who was unmarried. However, he became traceless and
the property was divided amongst two other brothers in equal shares. The
plaintiff’s brother called Jagadish then executed a will in favour of both the
plaintiff and died afterward. However, the defendants then asked them to
vacate the land, contending that inter alia that the land has been purchased in
the name of three brothers; namely Jagadish, Ranjit and Kalyan, defendant
number 1. It was held that when a Hindu male is unmarried and he dies, and is
not survived by a Class I heir, the Class II heirs would get the property.
Similarly, when in heirs in Class III and IV are there, the property would only
go to them if no one from Class II is present.
Class III heirs
This consists of the agnates of the deceased. Class III heirs only inherit the
property when none from the earlier classes gets the property.
An agnate is a person who is related to the intestate only through male
relatives. An agnate can be a male or a female.
Rules of preference among agnates
Each generation is referred to as a degree. The first degree is
intestate.
Degrees of ascent mean ancestral or upwards directions.
Degrees of descent means in the descendants or downward direction.
Where an agnate has both ascent and descent degrees, each has to be
considered separately.
An agnate having a descent degree will be preferred over the one
having an ascent degree.
When two agnates have ascent and descent degrees, the one having a
lesser number of ascent degrees will be preferred.
Class IV heirs
A cognate (Class IV) is someone who was related to the intestate through
mixed relatives, in terms of sex. For example, an intestate’s paternal aunt’s son
is his cognate, but his paternal uncle’s daughter will be an agnate.
Therefore, to sum up it can be said that the property of the Hindu male
devolves in the following manner:
First, to the heirs in Class I.
Second, if there exists no heir of Class I, then it goes to Class II heirs.
Third, if none from the Class I or II exists, then it goes to the agnates
(Class III).
Fourth, if no one from the earlier three classes exists, then it goes to
the cognates (Class IV).
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Earlier, coparceners did not have any right to make a will with respect to their
share or property. This right has now been recognised under Section 30. The
rule of survivorship has been replaced by uniform rules of succession that are
different for males and females. The Act also recognised the rights of daughters
as coparceners and they would now have the same rights as sons.
Removal of various disqualifications
The previous law disqualified the following people from inheriting a property:
Lunatics,
Idiots,
Unchaste widows,
Disqualifications based on physical deformities, etc.
However, such disqualifications have been abolished now, and the only 2
disqualifications under the Act are being a murderer or a converted person.
Succession in the separate property of a propositus
The right of succession in the separate property of propositus i.e. a person who
died, was not recognised earlier, but now, it is well established that Class I
heirs can inherit the property of propositus in equal proportion
simultaneously with the succession in joint property. These Class I heirs are
preferred over Class II heirs, and they cannot inherit if Class I heirs are present.
Similarly, Class II heirs are preferred over agnates, cognates, and so on.
Changes with respect to illegitimate sons
An illegitimate son can only inherit his mother’s property but not his father’s
property. He has not been given any rights in coparcenary property. His
position was earlier chaotic due to the two schools and varied from caste to
caste.
Changes in consanguine and uterine blood relations
Uterine blood relations were not recognised under the previous law and rules,
but consanguinity had its recognition. Uterine relations are those where there
is a common ancestress but different husbands. Under the present law, both
relationships are recognised and given rights accordingly.
Other changes
The other changes are:
Women are absolute owners of their property rather than limited owners.
Earlier, the benefit of the doctrine of representation was given only to sons,
grandsons, great-grandsons or pre-deceased sons. But it extends to
daughters as well.
The Act abolished impartible estate and its succession.
It abolished the disqualification based on remarriage.
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Unit-IV
Muslim Law of Gift
Introduction
A Muslim can devolve his property in various ways. Muslim law permits the
transfer of property inter vivos (gift) or through testamentary dispositions
(will). A disposition inter vivos is unrestricted as to quantum and a Muslim is
allowed to give away his entire property during his lifetime by gift, but only
one-third of the total property can be bequeathed by will. Conventionally, a
gift, being a transfer of property is governed by the Transfer of Property Act,
1882.
But Chapter VII of the Transfer of Property Act, 1882 regulating the gifts does
not apply to the ‘Muslim Gifts’ or the ‘Hiba’. Although there is no such
difference between a gift made by a non-muslim or a Muslim yet, the
formalities of Hiba are different from that of a gift made by a non-muslim.
Therefore, Hiba is governed by the Muslim Personal Law.
Meaning and Definition of Gift
A gift is generally a transfer of ownership of a property by a living person to
another living person without any consideration. In Islamic law, gifts are
known as ‘Hiba’. To be very precise, gift implies to an extensive overtone and
appertain to all kind of transfers of ownership not involving any
consideration. On the other hand, the term ‘Hiba’ includes a narrow
connotation. It is basically transferred inter vivos i.e. between living person.
According to Hedaya– “Hiba is an unconditional transfer of ownership in an
existing property, made immediately without any consideration.”
According to Ameer Ali– “A Hiba is a voluntary gift without consideration of
property by one person to another so as to constitute the donee the proprietor of
the subject-matter of the gift.”
According to Mulla– “A Hiba is a transfer of property, made immediately and
without any exchange by one person to another and accepted by or on behalf of
the latter.”
According to Fyzee– “Hiba is the immediate and unqualified transfer of the
corpus of the property without any return.”
Salient Features of a Hiba
After anatomizing the definitions and meaning, some prominent features of
Hiba emerge as follows:
1. Hiba is a transfer of property by act of the parties and not by operation
of law. It means that any transfer of property done by the court of law or
any transfer of ownership by the Muslim law of inheritance will not be
considered as Hiba.
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The gift takes effect from the date when the possession of the property is
delivered to the donee and not from the date when the declaration was made
by the donor. Delivery of possession is an overriding facet in Islamic law. The
importance is to such an extent that without the delivery of possession to the
donee, the gift is void even if it has been made through a registered deed.
The donor must divest himself of not only the ownership but also the
possession in favour of the donee in order to make a gift complete. Muslim law
does not presume transfer of ownership rights from donor to a donee without
the explicit delivery of possession of the property.
In Noorjahan v. Muftakhar[4], a donor made a gift of certain property to the
donee, but the donor continued to manage the properties and takes the profit
himself. Till the death of the donor, no mutation was made in the name of the
donee. It was held by the court that since no delivery of possession was made,
the gift was incomplete and ineffective in nature.
Mode of Delivery of Possession
The mode of delivery of possession totally depends upon the nature of the
property gifted. Legally, the donor is required to do something by which the
donee gets the physical control over the property in order to constitute the
delivery of possession.
A donee is said to be in possession of a property when he is so placed that he
can exercise exclusive dominion over it and gain the benefits out of it as is
usually derived from it. Therefore, the delivery of possession can be either
actual or constructive i.e. symbolic.
Actual Delivery of Possession
Actual delivery means when a property is physically handed over to the
donee. This type of delivery is possible only with tangible properties (movable
as well as immovable) which are capable of being physically possessed and
given.
Where the property is movable, it must be actually transferred and handed
over to the donee.
For example, if a donor gifts a car to the donee, he must give the keys of the
car and all other documents of the car to the donee so that he can use it. Mere
declaring the gift on a document is not enough. The property must be handed
over immediately.
Similarly, where the property is immovable, its actual delivery of possession
is compulsory. But since it cannot be picked up and handed over, the donor
may delivery such property by giving all the documents related to that
property and by placing it to the donee so that he can use it as he likes.
For example, if a donor gifts the house in which he is residing, he must vacate
it and ask the donee to live in it in order to make his gift valid. In case of a
P a g e | 41
garden, the donor may give full dominion to the donee to use the garden in
whichever way he wants including all the rights to enjoy the fruits and
flowers.
Constructive Delivery of Possession
Constructive delivery of possession means a symbolic transfer of property. In
this mode of delivery, the donor does some act due to which it is legally
presumed that the possession has been delivered to the donee. Such type of
delivery of possession takes place only when the property is of such a nature
that it is not possible to delivery through actual mode. Constructive delivery of
possession is sufficient to constitute a valid gift under two circumstances only:
1. Where the property is intangible.
2. Where the property is tangible but, under the situation, its actual
delivery of possession is not possible.
When the constructive delivery of possession is completed?
When the possession of the movable property is delivered, the exact time of
delivery of possession can be easily determined. The problem arises in the
case of immovable or incorporeal properties where it is onerous to prove the
exact time of the delivery of possession. However, in India, there are two
judicial views regarding the exact time of the completion of delivery of
possession.
Benefit Theory: Under this view, it is believed that a constructive
delivery of possession is complete as soon as the donee starts getting
the benefits out of the gifted property. Where even after the
declaration of the gift, the donor is enjoying the benefits, the gift is
not complete. But, if the donor enjoys the benefits, it is deemed that
the delivery of possession has taken place.
This approach lays more emphasis on the facts of donee’s benefits from the
gifted property instead of the act which symbolises constructive delivery of
possession.
For example, if a donor gifts a rented house to the donee, the delivery of
possession is considered to take place from the date on which the donee gets
the rent from the tenants.
Intention Theory: This approach supports the view that the delivery
of possession is completed on the date on which the donor intent to
transfer the possession to the donee. The intention of the donor can
be proved on the basis of the facts and circumstances which vary
from case to case. In correspondence to the intention of the donor,
some potent facts must be established which exhibit that the donor
has physically done everything he could in the given circumstances.
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In other words, the court accepts that the delivery of possession is deemed to
have taken place only when the bona fide intention of the donor to complete
the gift is thoroughly established and it is not important to prove that from
which date the donee reaps the benefits of the property given.
For example, if the donor and donee are living in the same house which
constitutes the subject-matter of the gift, the donor’s intention to transfer the
possession to the donee is sufficiently proved if the donee has been authorised
to manage the house.
Who may challenge the Delivery of Possession?
It is not at all necessary to prove separately in each and every case that the
delivery of possession has been completed until and unless the validity of gift
is challenged by the donor, the donee or any person legally authorised to
claim on behalf of them.
In the case of Y. S. Chen v. Batulbai[5], a Muslim woman made a gift of a
portion of her house to her daughter. The gifted portion of the house was
occupied by a tenant who used to pay the rent regularly to the daughter
(donee) recognising her as the landlady. After some time, the tenant refused
to recognise the daughter as his landlady on the ground that the gift made in
her favour was void because there was no delivery of possession. It was held
by the court that –
“Any objection as to the validity of gift on the ground of absence of delivery of
possession cannot be raised by the tenant who is a stranger to the transaction of
a gift.”
Conditional or Contingent Hiba
The contingent or conditional gifts whose operation depends upon the
occurrence of a contingency. A contingency is a possibility, a chance, an event
which may or may not happen. Under Islamic law, conditional or contingent
gifts are void.
For example, if a Muslim made a gift to his wife for life, and after her death to
his children who are living at the time of his death, the gift is said to be
contingent.
Revocation of Hiba
Although Prophet was against the revocation of gifts, it is a well-established
rule of the Islamic law that all voluntary transactions, including Hiba, are
revocable. Different schools have different views with regard to revocation.
The Muslim law-givers classified the Hiba from the point of view of
revocability under the following categories:
Revocation of Hiba before the delivery of possession
All gifts are revocable before the delivery of possession is given to the donee.
For such revocation, no orders of the court are necessary. As discussed above
P a g e | 43
that under Muslim law, no Hiba is complete till the delivery of the possession
is made, and therefore, in all those cases where possession has not been given
to the donee, the gift is incomplete and whether it is revoked or not, it will not
be valid till the delivery of possession is made to the donee.
It implies that the donor has changed its mind and not willing to complete the
gift by delivery of possession.
For example, X, a Muslim, makes a gift of his car to Y through a gift deed and
no delivery of possession has been made to Y. X revokes the gift. The
revocation is valid.
Revocation after the delivery of possession
In this situation, a Hiba can be revoked in either of the following ways:
1. With the consent of the donee
2. By a decree of the court.
Mere declaration of revocation by the donor or filing a suit in the court or any
other action is not enough to revoke a gift. The donee is entitled to use the
property in any manner until a decree is passed by the court revoking the gift.
Gift to Minor
Any gift made in favour of a minor or insane person is valid. They may not
have the capacity to understand the legal consequences but they are persons
in existence and thus, are competent donee. But such gifts are valid only if
accepted by the guardian of the minor or insane donee. A gift is void without
the acceptance by the guardian.
For the purpose of acceptance of the gift, the guardian of a minor or insane
donee are as under in the order of priority:
1. Father
2. Father’s executor
3. Paternal grandfather
4. Paternal grandfather’s executor
Therefore, in the presence of the father, the paternal grandfather is not
allowed to accept the gift on behalf of the minor or insane and so on. If all the
above-mentioned guardians are not present, then the gift is accepted by the
‘guardian of the property of minor or insane’.
If a guardian himself makes a gift in favour of his ward, he will declare the gift
acting as a donor and has the capacity to accept the gift as the guardian of the
minor or insane.
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the gift. Since the donee is already continuing the possession of the house
in some other capacity, there is no need to give the donee the same
possession again in a different capacity.
But, there must be some conspicuous act or apparent activity on the part of
the donor that indicates the bona fide intention of the donor to transfer the
possession.
In Humera Bibi v. Najmunnissa[6], a Muslim lady executed a gift deed of her
house in favour of her nephew who was living with her in the same house. The
property was transferred in the name of the nephew but she continued to live
with him as before. But after the making of the gift, the rents were collected in
the name of the donee. It was held that “ the gift was valid although there was
neither any physical transfer to the donee nor any physical departure of the
donor from the house.”
Gift by a husband to wife or vice versa: where a gift of immovable
property is made by a husband to wife or vice versa, no transfer of
possession is mandatory. The reason behind this is that a joint residence is
an integral aspect of the relationship of marriage. To perform the
matrimonial obligations it is necessary the husband and wife must live
together.
In the case of Fatmabibi v. Abdul Rehman, the husband made an oral gift of a
house to his wife. Later, the deed was also registered. The stepson, who lived
with his wife in the gifted house, challenged the validity of the gift on the
ground that there was no delivery of possession of the house. It was held that–
“Oral gift in presence of two persons amounts to the declaration, mentioning the
name of the wife in the registration deed amounts acceptance and mutation in
the name of the wife at the instance of the wife amounts sufficient delivery of
possession keeping in view the relationship between the parties.”
In Katheessa Ummand v. Naravanath Kumhamuand, the Supreme Court held
that “ where a husband made a gift in favour of his minor wife by a registered
deed and possession is handed over to the mother of minor wife, the gift was
valid. Since the wife had no father and grandfather alive, nor any executor, the
delivery of the gift deed to her mother instead of the minor wife herself did not
invalidate the gift, as the intention was well established.”
Gift by Guardian to Ward: In case a guardian makes a gifts in favour of his
ward, he declares the gift as donor and accepts the gift on the part of the
donee, the delivery of possession is not compulsory provided that there is a
bona fide intention on the part of the guardian to divest his ownership and
give it to his ward.
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Doctrine of Mushaa
The word ‘Mushaa’ has an Arabic origination which literally
means ‘confusion’. Under Islamic law, Mushaa denotes an undivided share in
joint property. It is, therefore, a co-owned or joint property. If one of the
several owners of such property makes a gift of his own share, there may arise
confusion in regard to what part of the property is to be given to the donee.
Practically, it is too difficult to deliver the possession of a joint property if a
gift is made by a donor without partition of the joint property.
To circumvent such confusion, the Hanafi Jurists have developed the doctrine
of Mushaa. Gift of Mushaa i.e gift of a share in the co-owned property is invalid
without the partition and actual delivery of that part of the property to the
donee. If the co-owned property is not capable of partition, the doctrine of
Mushaa is impertinent. A Mushaa or undivided property is of two kinds:
Mushaa Indivisible
It includes the property in which the partition is not possible. A gift of an
undivided share (Mushaa) in a property which is incapable of being divided or
where the property can be used for better advantage in an undivided
condition, is valid. The doctrine of Mushaa is not applicable where the
property constituting the subject-matter of the gift is indivisible. All the
schools of Islamic law accept the view that a gift of Mushaa indivisible is valid
without partition and the actual delivery of possession.
For example, a staircase, a cinema hall, a bathing ghat etc. comprises
indivisible Mushaa properties. If these kinds of properties are divided, then
their original identity will be lost.
Mushaa Divisible
Mushaa divisible is the property which is capable of division without affecting
its value or character. If the subject-matter of a Hiba is Mushaa divisible, the
doctrine of Mushaa is applied and the gift is valid only if the specific share
which has been gifted, is separated by the donor and is actually given to the
donee. However, a gift without partition and the actual delivery of possession
is merely irregular and not void ab initio.
For example, a co-owned piece of land or a garden or a house is a Mushaa
divisible property which can be divided by a visible mark of identification
without changing its original character.
Shia law does not recognize the principle of Mushaa. According to Shia law, a
gift of a share of divisible joint property is valid even if it is made without
partition.
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Unit-V
General Principles of Inheritance of Muslim Law
Introduction
We know that we are living in a constitutional civilized society, but we have
no Uniform Civil Code in India except in Goa. Every religion practiced in India
has governed by its respective personal laws. Islamic Law of inheritance is a
mixture of the pre-Islamic customs and the rules introduced by the Prophet.
The Muslim Law of Inheritance derives its principles from four principal
sources of Islamic Law. They are as follows-
The Holy Quran
The Sunna (it is the practice of the prophet)
The Ijmaa (it is the consensus of the learned men of the community on
what should be the decision over a particular subject matter)
The Qiyas (it is the deduction based on analogy on what is right and just
in accordance with God).
Inheritance means the transfer of property to the living person from the
deceased along with any other transferable rights. Inheritance has a different
meaning in Islam. There is no particular definition of Inheritance in the Quran
but many Scholars have defined it in their own ways. According to Sir Abdur
Rahim, inheritance is the transfer of the rights and obligations of the deceased
person to his/her heirs.
Under the Indian legislative Scheme, the rules that govern inheritance under
Muslim law depend on the kind of property involved. Like, in case of non-
testamentary succession, the Muslim Personal Law (Shariat) Application Act,
1937, will govern it. On the other side, in the case of testamentary succession
(it means, the person has created his will before the death); in this case, the
Shariat law of Muslim applies for the inheritance of the property of the
deceased, which is as applicable to Shia and Sunni.
In cases where the subject matter of the property is an immovable property,
specifically situated in the state of West Bengal or property falling within the
jurisdiction of the Madras and Bombay HC, the Indian Succession Act, 1925,
shall bound on the Muslims. This exception is only applicable to testamentary
succession.
Types of Heirs:-
There are two types of heirs under Muslim law – the Sharers and the
Residuary. Firstly, the Sharers are the ones who are entitled to a certain share
in the property of the deceased and, secondly, the Residuary (as the word
Residuary itself say) are the ones who would take up the share in the property
that is left over after the Sharers have taken their part from the property.
P a g e | 50
from his ancestors can be inherited by his legal heirs. Consequently, on the
death of every such legal heir, his inherited property and property acquired
by him during his lifetime shall be transferred to his heirs.
The general principles associated with the Muslim Law of inheritance
are as follows –
1. Nature of heritable property: The meaning of heritable property is that
property which is available to the legal heirs for inheritance. After the death of
a Muslim, his properties are used for paying funeral expenses, debts and wills.
After the payment of these expenses, the remaining property is called
heritable property.
For the purpose of inheritance, the Muslim Law does not make any difference
between corporeal and incorporeal or movable and immovable property. Any
property which is in the ownership of the deceased at the time of his death
would be considered as heritable property.
2. Joint or Ancestral property: Unlike Hindu law, the Islamic law of
Inheritance does not recognize the concept of joint family or coparcenaries
property. Whenever, a Muslim dies, his properties will pass on his heirs in
definite share of which the heir becomes the absolute owner. Similarly, on the
death of such legal heir, the property owned by him will devolve among his
legal heirs and this same process continues. Unlike Hindu law, there is no
provision for Ancestral or Joint-family property. And there is also not
distinction between Self-acquired or ancestral property.
3. Birthright under the Muslim Inheritance Law: Inheritance opens only
after the death of a Muslim. Muslim law follows the principle of ‘nemo est
haeres viventis’ i.e. nobody can become an heir to a living person. It means
the legal right to inheritance of property will only arise when the death of a
deceased person will take place and not upon the birth of a child.
4. Doctrine of Representation: This Doctrine is a well-known principle
recognized by the Roman, English and Hindu laws of inheritance. According to
this principle of Representation, the son of a predeceased son represents his
father for the purpose of inheritance. The Islamic law of inheritance does not
recognize this Doctrine. It is because under Muslim law the nearer ones will
exclude the remoter ones.
5. Rights of Females: Under the Muslim law of Inheritance, both men and
women have given equal rights. On the death of an ancestor, nothing can
restrict both girl and boy child to become the legal heirs of the inheritable
property. However, it is generally found that the quantum of share of female
heir is half of that of the male heirs. The reason behind this is that under
Muslim law a female shall receive Mehr and maintenance from her husband
during marriage ceremony. Whereas, a male will only have the property of the
ancestors for Inheritance and male have the duty of maintaining their wife
and children.
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6. Rights of a Widow: Under the Shia law, a Muslim widow who does not
have any children shall be entitled to inherit one-fourth share of the property
of the deceased husband. However, a widow with children or grandchildren is
entitled to one-eighth of the deceased husband’s property. In cases where a
Muslim man gets married during a period when he is suffering from some
mental illness and without consummating the marriage, then the widow shall
not be entitled to any right over her deceased husband’s property. However,
in case if her ill husband divorces her and subsequently, he dies from that
illness, then the widow is entitled to a share of her husband’s property until
she remarries.
7. Rights of Inheritance of a child in womb: Under Muslim law, a child in
the womb of a mother at the time of his/her father’s death shall only entitle to
inherit the property if he or she is born alive. In case, if the child is born dead
then the share, which vested in him, will cease to exist and it will be presumed
that it has never existed.
8. Right of Inheritance of the stepchildren: The stepchildren are not
entitled to any right to inherit the property of their stepparents. Similarly, the
stepparents are also not entitled to inherit the property from stepchildren.
However, the stepchild is competent to inherit the property of his Natural
Father or Natural Mother. Moreover, the stepbrothers (or stepsisters) can
inherit each other’s property.
9. Escheat: It refers to the transfer of right to the government to take
ownership of estate assets or unclaimed property. It occurs when a Muslim
person dies with no wills and no heirs, then the property of a deceased shall
go to the government. The State is then considered the ultimate heir of
Property.
Conclusion
The Holy Quran says “Allah has purchased from believers their persons and
their wealth in lieu of Jannah”. Man is a keeper of the wealth that he owns
during his lifetime. But after the death of such a person, his trusteeship over
his property and wealth will get expires. And all his property should be
redistributed among his legal heirs according to the directions given by Allah
Taala. It can be concluded from the above that Islam is a religion with a
complete code of conduct and inheritance is one of them and by proper
application of Islamic Laws, it will be possible for us to make sure peaceful
environment in this world and can ensure peace in the life after death.
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o Age of majority
The legator must attain the age of majority at the time of execution of the Will.
In general, the age of majority under Muslim law is regulated by the Indian
Majority Act, 1875, with the exception in the case related to marriage, dower
and divorce.
Under the Indian Majority Act, the age of majority is specified as 18 years in
ordinary case and 21 years if the person is under the supervision of Courts of
Wards. Any Will executed by a minor is considered to be void. The validity of
such Will is suspended till the legator attains majority. Therefore, in order to
create a valid Will, a legator should be of 18 years or 21 years as the case may
be. As soon as the legator turns into a major and ratifies the Will, the Will
becomes valid in nature.
o Attempt to suicide by Legator
If a Will is executed by a person who has attempted to commit suicide, such a
Will is contemplated as void under the Shia law. The logic behind this rule is
that if a person has attempted suicide, he cannot be held in his normal state of
mind rather, he is assumed to be mentally unstable and disturbed.
For example, a person who takes poison or seriously hurt himself and
executes a Will before his death then, the Will is declared as null and void.
However, under Sunni law, a Will executed in such circumstances is
completely valid. Moreover, both Shia and Sunni law upheld the validity of a
Will declared by a legator before attempting to commit suicide.
o Consent of Legator
While executing a Will, the free consent of the legator is mandatory. Any Will,
if found to be executed by a legator under coercion, undue influence or fraud
Will be treated as null and void and the legatee Will not be entitled to get any
property under that Will.
The free consent is generally presumed by the law unless proved. But in case
of pardanashin lady, the free consent is not presumed and the legatee has to
prove that the Will has been executed by the lady exercising her independent
discretion.
Who can take property under a Will?
Besides competency of legator, there is one more essential requirement of a
valid Will and that is the competency of the legatee. The following are the
characteristics of a legatee who is capable of taking a Will executed by a
legator.
o He must be a person in existence
A legatee is competent to take a Will on condition that he must be living at the
time of death of the legator. This is because a Will comes into effect only after
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the death of the legator and not when it is made by the legator. Thus, a legatee
has to be a person in existence at the time of death of the legator.
A Will can be declared in favour of a non-muslim, minor or an insane person.
What is important is that a legatee must be in existence and competent to hold
the property. The age, sex, caste, religion, gender and state of mind is
insignificant in order to become a lawful legatee. A charitable or religious
institution is also capable legatee and any Will in favour of it is lawful.
o Child in mother’s womb
A child in a mother’s womb is treated as a living person and thus, is a
competent legatee under Islamic law under two conditions. Firstly, he must be
in existence in the mother’s womb at the time of declaration of the Will.
Secondly, the child must be born alive within six months from the date of
execution of Will under Sunni law and within 10 months under Shia law.
o Murderer of Legator
A Will comes into effect only after the death of legator. Thus there is a
possibility that an avaricious and impatient legatee may cause the death of the
legator in order to grab the property as soon as possible.
A legatee kills or causes the death of the legator either intentionally or
unintentionally is not allowed to take the Will and generally disentitle to take
the property. However, under Shia law, if a legatee causes the death of the
legator either unintentionally, negligently or accidentally, then he is qualified
to take the property and the Will is treated as a valid Will.
o Consent of Legatee
Before transferring legal title to the legatee under a Will, it is important to
take the consent of the legatee to know whether he wants to accept the Will or
not. The acceptance can be expressed or implied. A legatee has a complete
right to disclaim the Will. So, if a legatee declines to own any property
bequeathed to him, then the Will is considered to be incomplete and invalid.
o Joint Legatee
Sometimes, legator issues Will jointly in favour of several legatees. In such
circumstances, the legatees are known as joint legatees. A Will can be made in
favour of joint legatees in two ways-
Where the share is specified
If the share of all the legatees is specified explicitly by the legator himself
under the Will, then there arises no point of confusion regarding the share.
The property Will be distributed as per the ratio mentioned by the legator in
the Will and each legatee Will get the respective share allotted to him.
For example, if a legator executes a Will in favour of his three sons,
mentioning that the ratio of the distribution of S1: S2: S3 should be 3:2:1
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respectively. Here the property Will be distributed among the three sons in
the same ratio as specified by the legator.
Where the share is not specified
It might be possible that under some cases, the share of each legator is not
explicitly described. In such cases, applying the general rule, the property is
supposed to be divided equally among the legatees. When a Will is made in
favour of a class of persons, such class is treated as a single legatee only and
each person gets the equal property.
For example, if a legator makes a Will under which the property is to be given
to a mosque and the poor people of the locality of the legator, then half of the
bequeathable property Will be given to the mosque and the remaining half
Will be distributed equally among the poor people in the locality.
Formalities of a Will
Muslim law does not expressly propound any specific formalities for the
execution of the Will. The intention of the legator plays a crucial role in
validating a Will. The intention must be explicit, clear and unequivocal in
nature.
A Will can be made either orally or in writing or even by gestures.
Oral Will
A simple oral declaration is also considered as a valid Will. It is not abiding to
follow any particular process or formality in order to constitute a Will. A mere
oral declaration is enough. But the burden to corroborate such Will is very
hefty. Eventually, an oral Will has to be proved with extreme fidelity with
precision in date, time and place.
Written Will
For a Will to be declared in writing, no specific form is described. A Will is
valid even if it is not signed by the legator or attested by the witnesses. The
name of the document is immaterial. If it possesses the essential
characteristics of a Will, then it Will be treated as a valid Will.
Will made by Gestures
Under Islamic law, a Will may be made by gestures. For example, if a sick
person makes an endowment and cannot speak due to weakness, gives a nod
with his head in a comprehensive way and if it is understood what he is trying
to convey and subsequently, he dies without regaining his ability to speak, the
bequest is valid and lawful.
The subject matter of a Will
Any type of property, corporeal or incorporeal, moveable or immovable, can
constitute the subject matter of the Will. But a legator can bequest a property
in a Will only under two conditions-
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On the other hand, Shia law doesn’t discriminate between an heir or a non-
heir. A bequest can be made in favour of anyone till the extent of one-third of
the property is treated to be valid. Thus, it can be concluded that Shia law
provides ample powers to make a Will as compared to Sunni law.
Construction of a Will
Generally, a Will has to be construed in accordance with the rules laid under
Islamic law and scrutinizing the language and intention of the legator. A Will is
a document which is made by a person during his lifetime and comes into
effect after his death. So, a Will must be interpreted to accomplish the
intentions of the legator after his death. At certain times, the language may not
be clear and the intention of the legator is ambiguous. In such circumstances,
it is left to the discretion of the heirs to elucidate such Will in whatever way
they want.
For example, a legator bequests a house and a shop for his two sons but
doesn’t specify what is given to whom. Here, the content of the bequest is
perplexed. Thus, it is up to the option of heirs to mutually decide who wants to
take what.
Revocation of a Will
Muslim law grants an emancipated right to legator exercising which he can
revoke the Will or any part of the Will executed by him anytime. Similarly, he
can add something reasonable to the Will as well.
A legator may revoke the Will either expressly or impliedly.
Express Revocation
An express revocation may be done in oral or in writing. For example, if a
legator bequests some of his property to a person and by making a
subsequent Will he bequeaths the same property to another person, then the
first Will is considered to be revoked automatically.
If legator burns or tears off a Will executed by him, then also the Will is said to
be expressly revoked. It is to be noted that mere denial of a Will is not
sufficient to amount a Will as revoked. Some action must be taken by the
legator which indicates his clear intention for the revocation of the Will.
Implied Revocation
Any act done by legator contrary to the bequest Will revoke the Will. In other
words, an act which leads to the annihilation of the subject-matter of the
bequest is considered as an implied revocation of the Will. For example, if a
legator executed a Will giving land to a person and builds a house on the same
land, or if he sells or gifts that land to someone else, then consequently, the
Will is said to be impliedly revoked.
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Abatement of Legacies
When a bequest exceeds the limit of one-third and heirs deny to give their
consent, the ratio of the legatees is subsidised in order to maintain the rule of
bequeathable one-third. This reduction in the legacy of the legatees is known
as abatement of legacies. Under the Sunni law, the abatement occurs in a
rateable manner (proportionally) whereas in Shia law it is done preferentially.
Rateable distribution
This rule of abatement is followed in under Sunni law. In this method, if a
Sunni Muslim bequeaths his property in a certain ratio which the limit of one-
third, then the abatement is done in the same ratio in which the property was
distributed.
For example, ‘T’ is a Sunni Muslim who makes a Will in favour of A, B and C.
Under the Will, he directs to give Rs. 4,500/- to A, Rs. 3,000/- to B and Rs.
1,500/- to C and his total property amounts to Rs. 9,000/-. Now, as per the
rule, only one- third of the total property is bequeathable. So, one-third of Rs.
9,000/- equals to Rs. 3000/- which is the required bequeathable property. It
can be observed that the legator divided the property among A, B and C in the
ratio 3:2:1 respectively. Applying the rateable abatement rule, the shares of A,
B and C Will be reduced in the same ratio i.e. 3:2:1. Thus, the share of A Will
become Rs. 1,500/-, the share of B becomes Rs. 1,000/- and the share of C
turns to be Rs. 500/-.
Preferential distribution
The Shia law recognizes a different rule for abatement. According to this
school, if the bequeathable property exceeds one-third of the total property
and heirs refuse to give their consent, then the rule of preferential distribution
is applied. This implies that no reduction Will be done in the shares of the
legatees rather the share Will be given on the preference.
The preference is decided by the order in which the name of the legatees is
mentioned under the Will. The legatee whose name is mentioned first Will get
his full share as specified in the Will and the remaining Will be passed in
favour of the second legatee and so on. As soon as one-third of the property is
finished, the distribution comes to its end. Therefore, it can be concluded that
either a legatee Will get his full share or he Will get nothing.
For example, ‘T’ is a Shia Muslim who executed a Will under which the share
of A is Rs. 2,000/-, the share of B is Rs. 1,000/- and share of C is also Rs.
1,000/-. The total property is Rs.9,000/- which is beyond one-third of the
bequeathable property. So, one-third of Rs. 9,000/- comes out to be Rs.
3,000/- which is the required bequeathable amount. Now, according to the
preferential rule, A Will get his full share i.e. Rs. 2,000/-, B Will get the
remaining Rs. 1,000/- which constitutes his full share and C Will not get any
share because the bequeathable property exhausted after the share of B.
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