Week 3 and 4 FLII - SM-2
Week 3 and 4 FLII - SM-2
Topics to be covered
• Karta
• Who is Karta
• His position, powers, privileges and obligations
• Female as Karta
• Alienation
• Management and alienation of joint family property.
• Debts: Doctrine of pious obligation; Antecedent Debt
• Partition
• Partition in Mitakshara
• What can be partitioned
• Modes of partition
• Persons entitled to share in partition
• Allotment of shares
• The manner in which it is effected
• Reopening of partition
• Can daughter call for partition of ancestral property?
• Partition under Dayabahaga
3
Texts:
• 1. Poonam Pradhan Saxena, Family Law lectures, Family
Law II (3rd Edition) - Pg. No – 143-254
• 2. Basis and Nature of Pious Obligations of Son to pay
Father's Debt vis-à-vis Statutory Modifications in Hindu
Law – Vijendra Kumar
• 3. B. SlVARAMAYYA - Shares to Female Members at a
Partition under Mitakshara Law, 5 JILI 270 (1963)
4
Cases:
i. M/s. Nopany Investments (P) Ltd. v. Santokh Singh (HUF), 2007
(13) JT 448 (Karta)
ii. Dev Kishan v. Ram Kishan, AIR 2002 Raj. 370 (Alienation-LN+
Pious Obligation)
iii. Balmukand v..Kamlawati (AIR 1964 SC 1385) (Alienation-BOE)
iv. R. Kuppayee v. Raja Gounder (2004) 1 SCC 295 (Alienation-Gift)
v. Sunil Kumar v. Ram Prakash (1988) 2 SCC 77 (Alienation)
vi. Puttrangamma v. Ranganna, (1968) 2 SCR 119 (Partition)
vii. Namdev Vyankat Ghadge v. Chanadrakant Ganpat Ghadge (2003)
4 SCC 71(Partition)
viii. Kakumanu Pedasubhayya v. Kakumanu Akkamma, AIR 1968 SC
1042(Partition)
ix. Kesharbai v. Tarabai Prabhakarrao Nalawade (2014) 4 SCC
707(Partition)
x. Sujatha Sharma v. Manu Gupta, CS (OS) 2011/2006 (Karta)
5
KARTA
6
7
8
Karta
• Rationale: Joint family is a unique institution under Hindu
law. As a unit, it deals with outsiders and even statutory
authorities, and therefore, it becomes imperative that as unit,
it must be headed by a person from within the family who can
generally be trusted to act in the best interests of the family.
• A Karta is a “Patriarch”/Manager of Hindu joint family who-
• Represents the family
• Binds the family members with bona fide actions and
decisions
• Manages the business and affairs of joint family
property
• Even if two persons look after family property management,
the family is represented by only one Karta
9
Remuneration to Karta
• Money received while managing family affairs belongs to the
family
• Not entitled to receive any remuneration or additional share
for his services, unless contrary agreement exists
• Payment must be genuine and not excessive. It should not be a device
to escape tax.
• Karta has a right to manage, not a duty to carry on a particular family
business
• Where a junior member of the family conducts the business of the
family and is granted a salary for doing so, there is no reason why
Karta can be granted the same.
• All conditions fulfilled—valid agreement; bona fide and
reasonable remuneration
• Deduction allowed under tax law.
14
Hypo:
• There is a HUF carrying out joint family business.
• The Family consists of two brothers and their minor sons
• Elder brother is the Karta and is managing the joint family
business.
• Elder brother asks the younger brother that since he is devoting
time and effort and managing the joint family business, he should
be paid a monthly salary.
• Younger brother agrees.
• Karta starts taking a monthly salary out of the income earned
from the joint family business as his separate property
• In the HUF accounts, this was shows as an expenditure
• HUF claimed deduction under Income Tax Act
• Should the deduction be allowed? Can Karta ask for
remuneration for his services in managing the joint family?
15
Solution:
• Present case:
• Two brothers + minor sons
• Minors sons can be represented by their respective fathers (Karta
and younger brother)
• All conditions fulfilled—valid agreement; bona fide and reasonable
remuneration
• Deduction allowed
16
• Sui generis
• It comes to him by being born in the family and is maintained by seniority
• Relationship between Karta and other members:
• Not principal-agent, even though he is head of the family
• Not partners, even though Karta acts on behalf of other members, because his
powers are almost unlimited
• Not a trustee, even though he stands in a fiduciary relationship with other
members, as he is not accountable to the family generally
• Karta cannot be held liable for negligence or questioned when he
acts honestly, with bona fide intention, in the best interests of the
family
• Where Karta misappropriates or uses joint family funds for purposes
other than for family benefits, he is liable to refund the amount
• In the absence of proof of fraudulent or improper use, a coparcener
cannot ask the Karta for past accounts even at the time of partition.
17
Karta’s Liabilities:
• To maintain all members of the family. He can be sued for
maintenance and for arrears of maintenance.
• Responsible for marriage of all unmarried members
• To provide for funeral expenses of the departed members
• Represents the family in litigations filed against the family (by
members or outsiders)
• Representative of the family vis-à-vis all outsiders
• Pays taxes and other dues on behalf of the family
• Can be sued for his dealings on behalf of the family with outsiders
• Duty to recover debts due to the family
• Duty to spend reasonably but not economically
• Duty not to alienate the coparcenary property without the
consent of all the coparceners, unless he is doing so for legal
necessity or benefit of estate.
18
Karta’s Liabilities:
• Duty to render accounts when a partition suit is filed:
• In the absence of proof of misappropriation or fraudulent and
improper conversion by the Karta of a joint family estate, he is
supposed to account only for assets which he has received.
• A coparcener is not entitled to require the manager to account
for past dealings with the family property.
• A coparcener is only entitled to is an account of the family
property as it exists at the time he demands a partition.
• Since the institution of the suit for partition, which amounts to
the severance of joint family status, the Karta is from and after
the date of such suit strictly bound to account for all receipts
and expenses.
• Duty not to start a new business without the necessary
consent of other coparceners, as it is going to impose a risk and
liability on them
19
Powers of Karta
• Right to receive and spend family income
• Powers to manage family affairs
• Power of alienation of joint family property
• Right to representation
• Liability to account
• Power to contract debts
• Power to acknowledge debts
• Power to settle family disputes
20
Right to income
Powers of management
• Almost absolute powers to manage joint family funds
and family affairs
• May manage (or mismanage) the family affairs, family
property and business the way he likes without being
questioned
• No obligation to save or economize, invest funds
• Power to decide how and on whom to spend the income
• May discriminate between members of the family in
terms of giving money, providing education, housing
space, etc.
22
Right to representation
• Represents the family in all matters—legal, social,
religious and revenue matters
• Can enter into transaction on behalf of the family
• Represents the family in suits and other legal
proceedings
• Karta acts on behalf of the family and his acts are
binding on all of the joint family
• Even where the Karta loses a case on account of his
negligence, it is not open to other members to have the
decree set aside on that ground alone
25
Ratio:
• The Court here clarified that though the settled principle of classical
Hindu Law remains that Karta would be senior most male member
of the family in the following circumstances a younger brother of the
joint Hindu family can deal with the family property as Karta:
i. If the senior member or the Karta is not available
ii. Where the Karta relinquishes his right expressly or by necessary
implication
iii. In the absence of the manager in exceptional and extraordinary
circumstances such as distress or calamity affecting the whole
family and for supporting the family
iv. In the absence of the father
v. Father’s whereabouts are not known
vi. Who was away in a remote place due to compelling
circumstances and his return within a reasonable time was
unlikely or not anticipated.
30
Delhi HC judgment: Sujata Sharma v. Manu Gupta, 2015 SCC OnLine Del 14424, decided on 22-12-2015
Facts
• A joint family consisted of DR Gupta and his five sons. The
plaintiffs (Sujata Sharma) and the defendants (Manu
Gupta) are the descendants of DR Gupta.
• Shri D.R. Gupta, constituted a Joint Hindu Family HUF
known as D.R. Gupta and Sons, HUF. The said HUF has
been in existence since 5th January, 1963 and he has
stated that all his immovable and moveable properties will
belong to the HUF
• DR Gupta died in 1971 and subsequently all his sons died.
The issue arose after the death of his fifth son in 2006.
• The plaintiff (Sujata Sharma) being the eldest most female
member claimed to be the Karta of the joint family and her
paternal uncle’s sons opposed this claim.
33
Facts:
• Manu Gupta, the eldest of Sujata’s male cousins but 10
years younger than her, declared himself the karta.
• Sujata challenged him, saying that as the eldest of their
generation, she would be the karta.
• The male members of the family had said that she was
not entitled to the position since the 2005 amendment
specified only a share in the property and did not
automatically give any right to the management of the
property. They also argued that customary practice did not
allow women to become karta.
34
• The court held that since the 2005 amendment had given
“equal” rights to the daughters as coparceners, there was
“no reason why Hindu women should be denied the position
of karta… If a male member of an HUF, by virtue of his being
the first-born, can be a karta, so can a female member”.
• The bench also said that married daughters cannot be
prevented from becoming the karta of the family as they
have coparcenary rights to the HUF property.
• The court also noted that the 174th Report of the Law
Commission of India had “argued that when women are
equal in all respects of modern-day life, there is no reason
why they should be deprived of the right and privilege of
managing HUF as their karta.”
35
Ruling
• The Court further observed that As per Section 6 of the
Hindu Succession Act, 1956, the plaintiff’s right in the
HUF property did not dissolve after her father’s death, but
was inherited by her, which cannot be altered by the virtue
of her marriage.
• Moreover there is a positive constitutional protection in
favor of the women under Articles 14, 15 and 16 of the
Constitution as well as in the Directive Principles of State
Policy granting females the same right as men in all
aspects of life is a very important component for women
to live with dignity.
36
Critique 1:
• The Court failed to take into account the Prakash v.
Phulavati judgment. As per the case of Prakash v.
Phulavati (2015), for a daughter to be a ‘All that is
required is that daughter should be alive and her father
should also be alive on the date of amendment of HSA
2005”
• The court failed to notice that she was not the “daughter
of the coparcener” as her father died before the 2005
amendment of S 6 of HSA.
• The court did not take into consideration the concept of
notional partition on the death of a coparcener and the
division of the Hindu Joint Family.
37
Critique 2:
ALIENATION OF JOINT
FAMILY PROPERTY
39
What is alienation?
• Transfer of property inter vivos, such as by sale,
mortgage, gift, license or lease (including perpetual lease)
• A basic incident of ownership
• Rationale for Alienation of joint family property :
Property of a joint family should not be transferred to the
detriment of its members. But, an absolute prohibition on
Karta to transfer the property can be disadvantageous to
the family
40
Legal necessity
• Any necessity that can be sustained in law or justified in law
• Any need or purpose that requires money and the family does not
presently have that kind of money or alternative resources
• Not necessarily actual compulsion, but pressure that is serious and
sufficient in law
• For example, pressure to pay off a debt is sufficient, even
though creditors may not have filed a suit or threatened to do
so
• Lack of alternative resources: Pay it from savings or other funds,
or from mortgage instead of sale unless mortgage is at a very high
interest
• Karta, as manager, decides the appropriate course of action. His
action is subject to challenge.
• TEST: What a reasonable, prudent person, entrusted with
welfare of family and family property, will do
44
Illustrations:
• Maintenance of coparceners and of the members of their
families
• Marriage expenses of the male coparceners and of the
daughters of coparceners
• Performance of family ceremonies
• Necessary litigation in recovering or preserving the family
or family property
• Costs of defending the head of the joint family or any
other member against a criminal charge
45
Example Yes/No
Providing food, clothing and shelter to family members Y
Education of family members Y
General maintenance Y
Marriages expenses of unmarried daughters Y
Medical expenses of family members Y
Marriage expenses of unmarried sons Y
Defending family members against criminal charges Y
Defending himself (Karta) against criminal charges Y
Marriage expenses of minors N (public policy)
Defending against charge of murder of a family member N
48
Example Yes/No
Performance of family ceremonies like funerals Y
Performance of annual Shraddha Y
Payment of debts due to the family, i.e. antecedent debt with Y
respect to the family property
Payment of rent Y
Payment of government revenue or debts payable of family Y
property
Litigation expenses for recovering or preserving family property Y
Discharge mortgage against family property of higher value Y
Discharge mortgage against family property of lower value but Y
of special significance to the family
49
Benefit of estate
• By transfer of the joint family property or by its sale
proceeds, the property or any other family estate is
benefitted
• What is benefit of estate also depends from case to case
basis.
• Benefit: an advantage, betterment or to profit
• Estate: joint family landed property
• Includes defensive actions for protection of property from
threatened danger or destruction, and other transfers to
bring advantage or improvement in the family estate
• Prerogative of the Karta—must exercise due care and
diligence
52
• Two conditions:
• Degree of prudence required from Karta is higher than the level
that is expected of a person who deals with her/his exclusive
property
• How sale proceeds are utilized is important. It must be shown that
the proceeds are used or intended to be used to benefit the family
property or the rights of the family members in the property
53
Example Yes/No
Performance Of funeral rites for father Y
Performance of funeral rites of other family members Y
Annual Shraddha ceremony (paying homage to departed ancestors, Y
giving feast to Brahmins)
To pay off debts contracted in the past for performance of ceremonies Y
Marriage of coparceners (and unmarried daughters) Y (also legal
necessity)
Performance of marriage -related ceremonies Y (also legal
necessity)
Maintenance or provision of an idol in a public temple Y (only a small
portion)
Gifts for dharamshala Y (only a small
portion)
Gifts of love and affection by Karta to any person (except daughters) N
61
Wills
• PRE-1956:
• Testamentary disposition seen as against the idea of
coparcenary as it is opposed to the principle of
survivorship
• No coparcener could dispose of undivided interest under
a will even with the consent of other coparceners
• Sole surviving coparcener could make such a will, but it
becomes non-operative if another coparcener (including
child in womb or an adopted child) exists at the time of his
death
65
Wills
• POST-1956:
• Section 30, HSA: An undivided coparcener may make a
testamentary disposition of his undivided interest in favour of
‘anyone’
• In such case, doctrine of survivorship will not apply
• If the coparcener bequeaths his share to a stranger, s/he will
step into the shoes of the coparcener and may ask for
partition and specification of the share as it stood at the
time of the death of the coparcener.
• Not necessary for the coparcener to inform the Karta or other
members before making such a will
• If the Karta makes a valid alienation of the coparcener’s interest
before his death, it is possible that no property may be left when
the will becomes operative (when the coparcener dies)
66
Gifts
• A coparcener may make a valid gift after the consent of all
the coparceners or in favour of all the coparceners to the
extent of his total share
• A gift in favour of another coparcener to the exclusion of
others is void
67
Facts contd..
• The appellants thereupon filed a suit seeking relief of
restraining the respondent and his associates from interfering
with the appellants’ peaceful possession and enjoyment of the
suit property in any way by way of a permanent injunction, or,
for grant of relief deemed fit in the circumstances of the case.
• The respondent resisted the suit took the stand that he had
not executed any settlement deed, that his son-in-law, i.e.
husband of Appellant had purchased a house site and the
respondent was taken to the Sub-Registrar’s office to witness
the sale deed. That he was used to take liquor and taking
advantage of his addiction to liquor the appellants and their
respective husbands fraudulently by misrepresentation instead
got the sale deed executed from him and that the property in
dispute being a joint Hindu family property consisting of himself
and his son could not be gifted under any circumstances.
69
Procedural History:
• The trial court accepted the submissions of the
respondent and dismissed the suit.
• The order of the trial court was affirmed by the first
appellate court as well as the High Court.
70
Issue:
• Whether the gift/settlement made by the father in favour
of his married daughters of a reasonable extent of
immovable property out of the joint Hindu family property
is valid?
71
Conclusion:
• The total property held by the family was 3 acres. 12
cents would be approximately 1/26th share of the total
holding. The share of each daughter would come to
1/52nd or 1/26th share of the total holding of the family,
which cannot be held to be either unreasonable or
excessive under any circumstances.
• Further, the finding of the trial court and the high court that
the respondent was taken to the Sub-Registrar’s office to
witness a sale deed by his sons-in-law whereas deed of
settlement/gift was got executed from him, was on
misreading of evidence and being perverse, the same
cannot be sustained in law. Appeal allowed.
75
Challenge to Alienations
• Two remedies available to coparceners opposed to
alienation by the Karta:
• Before alienation: Demand his share and cease to be a member
of the family
• After alienation: Challenge the alienation
• Validity of alienation can be challenged by any
coparcener on the ground that it is not for permitted
purposes or by coparceners who did not consent to
the alienation
• Can be challenged only by coparceners and not by other
family members, including a widow of a coparcener,
mother or wife
79
Refund of Consideration
• In case an alienation is set aside by the court as
unauthorized, alienee may proceed against the
transferor personally for a refund of the consideration
already paid by the alienee
• To claim refund from the coparceners, alienee must
prove that the consideration went to the joint family
assets or were used in paying off charges on the property
• If the possession of the property was already delivered
to the alienee, the coparceners are entitled to have it
back
82
Period of Limitation:
• The limitation period varies depending upon who had alienated the property and the
nature of remedy asked
• Alienation made by the father/Karta/coparcener- when alienee has taken
possession:
• Where the alienation was made by the father, of either movable or immovable
properties, and the son files a suit for a setting aside of alienation, he can do so within a
“period of 12 years” from the date of alienation
• Where immovable properties are alienated by the Karta or by an ordinary coparcener,
and the alinee has taken possession of the property, and a coparcener files a suit for
recovery of possession, he can do so again, within a “period of 12 years”.
• Alienation made by the father/Karta/coparcener- when alienee has not taken
possession:
• Where the suit is for declaration that the alienation is void and not binding on the
family, the limitation “period is 6 years” from the date from which the right to sue
arises.
• Minor:
• Where the challenging coparcener was a minor at the time of alienation, he can file a
suit for setting aside such alienation within “three years of his attaining majority”.
• The bar of limitation against an elder son, who was a major at the time of the alienation
done by the father does not operate as a bar against a younger son, who was a minor
83
Issues:
• Whether interference of the court (through a suit for
permanent injunction) could be sought by a
coparcener to restrain the karta of Hindu joint family
from alienating coparcenary property?
• A coparcener has as much interest as that of karta in the
coparcenary property. The right of coparcener in respect of
his share in the ancestral property would remain
unimpaired, if the alienation is not for the legal necessity or
for the benefit of the estate. When these two rights are
preserved to a coparcener, why should he not prevent the
karta from dissipating the ancestral property by moving the
court? Why should he vainly wait till the purchaser gets
title to the property?
85
Ratio:
• Where the karta is contemplating the transfer of the joint
family property for a permitted purpose, as ascertained by
him, the coparceners cannot prevent him from transferring
his property by seeking a temporary or permanent
injunction from the court. Managing the joint family
property is one of the inherent powers of the karta and
even the court is not empowered to encroach upon this
power, unless the validity of the transfer is challenged
before it.
89
DEBTS
90
Debts
• Rationale in Hindu law behind Payment of debts:
• Payment of one’s debts as necessary for salvation of the soul
• Duty to pay debts during your lifetime
• Belief in rebirths: serve the creditor in next life
91
Debts
I. Liability of separate property for debts: Liable for payment
of debt both in lifetime and after death
II. Liability of the undivided interest of a coparcener for his
debts: Not liable after death unless it was attached or sold in
his lifetime.
1. Debts contracted by a Hindu male for joint family
purpose: see Karta and alienation of joint family property
2. Debts contracted for personal purposes
• Liability of joint family property for father’s personal
debts
a. Where the property is sold in execution of a decree
obtained against the father alone. Doctrine of Pious
Obligation.
b. Where the property is alienated by the father in the
payment of an antecedent debt
92
Illustrations:
Illustrations:
• A and his brother are members of a coparcenary. A is indebted
to C in the sum of Rs. 3000. C obtains a decree against A in A’s
lifetime. Before any step is taken in execution of the decree, A
dies leaving behind a widow and his brother. He also leaves
separate property worth Rs. 1500. Here A’s separate property
will pass to his widow as his heir and C may enforce the decree
by attachment of that property but he cannot attach the share
that has passed on to the brother.
• A and his brother B are members of a coparcenary. A is
indebted to C in the sum of Rs. 3000. C obtains a decree
against A and in execution proceedings gets A’s interest in the
coparcenary property attached. A then dies leaving behind B.
The interest of A has been attached and it does not matter if the
sale takes place before or after A dies.
96
• A Hindu male is under the pious obligation to pay the debts of his father,
grandfather and great grandfather. The liability however is not a personal
liability and is confined to their undivided interest in the joint family property.
• If they repay the debt of the departed father, father’s soul will be liberated
from the burden of the debt.
• Grandfather’s debt must be paid first, then father’s and then his own.
• Not as an obligation to the creditor, but for spiritual benefits to the departed
father
• People who can save the debtor: Sons, Grandsons, Great-grandsons.
• Liability extends to three immediate male lineal descendants (son, son’s
son, son’s son’s son)
• Any other relative/coparcener (brother, father, uncle, nephew, wife): no
liability
• Liability exists even when father is not Karta. Where joint family
consists of persons other than the father and his sons, shares
belonging to the father and his male issues will be liable
98
Son’s remedies:
• O 21, r 58 CPC, 1908: object to the attachment and
sale on the ground that the debt incurred by the father
was for an illegal or immoral purpose.
• A suit against the creditor that they are not bound by
money decree or mortgage decree and for an
injunction restraining him from selling the property,
but this share will not be released from attachment, unless
they show that debt incurred by the father was for an
illegal or immoral purpose.
99
Immoral Debts
• Purpose for which debt was contracted is relevant
• Avyavaharika debt: Any debt for a cause repugnant to
good morals
• Son not liable to repay such debts
• Son is bound by a just debt, which is:
• Actually due
• Not immoral, illegal or opposed to public policy
• Not contracted as an act of reckless extravagance or wanton waste
• Examples- Spirituous liquor, for idle gifts, for promises
made under the influence of liquor, taxes, love gifts.
Example Yes/No
Money borrowed to pay a fine inflicted for a criminal offence N
Father’s telephone bills Y
Money to be paid under decree for amount obtained on theft N
Payment of damages awarded under decree for defamation N
Debt to defend against a defamation lawsuit Y
Criminal misappropriation of goods as cashier N
Debts contracted for business Y
Criminal misappropriation of goods as employee N
Debt for marriage of concubine’s daughter N
Debt to litigate against son himself and defeat his legitimate rights N
Father’s liquor bill N
Liability for negligence in discharge of duties as managing
Y
director of cooperative bank
101
Antecedent debt
Antecedent debt
• Alienation is valid even in the absence of legal necessity (or fulfillment of other
requirements of a valid alienation)
• Father can alienate the joint family property to pay antecedent debts, even
to the extent of the whole of the estate
• Other coparceners cannot prevent the father from alienation of joint family
property for payment of his debts
• Only remedy: Partition. After partition, their shares cannot be touched by the
father to repay his own debts
• To constitute a debt as an ‘antecedent’ debt, it is not necessary that the
prior and subsequent creditors should be different persons. All that is
necessary is that two transactions must be dissociated in time as well as
in fact.
• For example, where a previous mortgage deed is renewed in favor of same
mortgagee, and the consideration for the subsequent mortgage deed is the
amount due on the earlier one, the alienation would be one for an ‘antecedent’
debt, unless the first debt was a mere device and was incurred merely for the
sake of creating an antecedence in time and with a view to support the
subsequent deed.
105
ILLUSTRATION:
Example:
• Satyam and his sons are members of a joint Hindu family
governed by the Mitakshara law as interpreted in Uttar
Pradesh. In 2005, Satyam mortgages the joint family house to
Aditya. In 2007, Satyam executes a second mortgage of the
same house to Samridh. In 2008, Satyam executes mortgage
of the property to Raghuveer to pay off the earlier mortgages
to Aditya and Samridh. Raghuveer then sues Satyam and his
sons on the mortgage of 2008. It is not proved that the
mortgages to Aditya and Samridh were executed by Satyam
for family necessity. Here, the mortgage to Raghuveer having
been made to pay off the antecedent debt due to Aditya and
Samridh, it binds the whole property including the son’s
interest there in, and Raghuveer is entitled to a decree for the
sale of entire property.
107
Issues:
• Whether the taking of the debt by the Karta of the
family for the marriage of a minor member of the
family is a debt incurred for a legal necessity or is
for illegal purposes?
• Whether the further debts incurred and sale of
mortgaged properties effected by the Karta for
satisfying the loan taken on earlier mortgages for
the marriage of a minor member should be
considered to have been incurred for legal
necessity of satisfying antecedent debt?
110
Ratio:
• Debt incurred for the marriage of a minor
being unlawful and against the public policy
cannot be a legal necessity. The
antecedent debt to pay off which an
alienation of the joint property is made must
be antecedent in fact as in time, i.e., the
debt must be truly independent and no part
of the transaction impeached.
113
HYPOS
115
Hypo:
• A Hindu joint family comprised of five brothers Ashish, Brij,
Chetan, Dev and Emir. Brij who was not happy with the
style of functioning of Ashish as the Karta, filed for
partition against him in a Court of Law, claiming one-fifth
share in the coparcenary property. During the pendency of
the litigation, Ashish died and now Brij wanted to withdraw
the suit, and assume charge as the Karta. Can he do so?
Discuss.
116
Hint:
• Filing of suit is the most explicit expression of declaration
of intention to separate and the severance of status takes
place from the day the suit was instituted. A decree will
only contribute for working out definite shares.
117
Hint:
• Intention to separate has been validly communicated to
the Karta of the family. It is true that partition which
occurred on 30th May relates back to 20th May according
to doctrine of relation back. But vested rights are not
affected by this doctrine. See Raghavamma v
Chenchamma, AIR 1964 SC 136
• The Karta sold the joint family property for a “legal
necessity”. So, Rishabh will not succeed in his claim.
118
HYPO
• Fali Nariman and his son Rohinton Nariman constitute a
Mitakshara coparcenary. The family has several acres of
paddy field in Uttar Pradesh. Fali acting as karta sold the
paddy field in order to escape the risk of successive
droughts which he had experienced earlier. Out of the
sale proceeds Fali constructed a five star hotel and a
sprawling shopping complex. Rohinton challenged the
alienation made by his father by saying that it was neither
supported by legal necessity nor for the benefit of the
estate. Discuss and Decide. Whether the purchaser of the
field will be affected if it is proved that the sale proceeds
have been misappropriated by Fali for his personal use?
Give reasons.
119
HYPO
• X along with his two adult brothers Y and Z and one adult son
S constitute a Mitakshara coparcenary. The family is settled in
Delhi. Determine the validity of the following transactions:
• (a) The family owns a valuable piece of land. An outsider
approaches X and makes lucrative offer of Rs. 90 lacs to
purchase the same. X without taking consents of other
coparceners sells away the land.
• (b) The family owns shares in a reputed multinational
company. X sells the shares for the second marriage of his
brother Y, while his first wife is already alive.
• (c) X mortgages the jewels belonging to the family for
obtaining money for the purpose of assisting prosecution of
person accused of murder of his son.
120
HYPO
• Discuss the validity of the following alienation made by
father as Karta of a Mitakshara joint family.
• (i) Sale of a land to perform the marriage of his daughter.
• (ii) Sale of a house without the consent of other adult
coparceners.
• (iii) Mortgage of a piece of land in order to gift diamond set
to his wife on her birthday.
• (iv) Gift of small portion of immovable property to his
daughter.
121
HYPO
• K, a karta of Mitakshara joint family, wants to sell his
ancestral house in the city for a sum of Rs. 80 lakhs to P.
He intends to utilize the purchase amount for the following
purposes.
• (i) For the re-marriage of his widow daughter D;
• (ii) For the re-marriage of his son S, after his divorce to
his earlier wife
• (iii) To meet the legal expenses in connection with the
prosecution of his brother B on charges of dacoity and
murder
• (iv) Performance of necessary family ceremonies.
122
HYPO
• A Hindu joint family comprised of two brothers A and B, their
wives W1 and W 2 respectively, two sons and a daughter of A,
AS 1, AS 2 and AD and two sons of B i.e., BS 1 and BS 2. AD
who was 19 years old eloped with a man of lower caste and
the news left the entire family stunned. AS1 vowed to kill AD to
save the family honor and took out his pistol. BS 1 tried to
pacify him, but in the scuffle that ensued between them, BS1
died of gunshot. AS1 was booked for the murder of BS1 and in
order to give him the best legal assistance; A sold the entire
joint family property without taking the consent of the other
coparceners. B, however, challenges the validity of the
alienation. Whether he would be successful? Discuss
elaborating on the powers of karta to alienate the joint family
property.
123
Hypo
• A is the karta of the joint family which consists of A, A’s wife- W, their
two sons- S1 and S2. S1 is married to W1 and has three sons S3, S4
and S5. The joint family property consists of two house in Sonipat and
one house in Delhi and the joint family also has a savings account with
a balance of Rs. 10 Lakhs.
• a. The Karta wants to sell all the properties and with the proceeds of
the sale and the money in the bank account wants to buy one single
property in Delhi. Can he do this?
• b. One of the coparcener is accused of murder of a high profile
person. There is huge media uproar about the case. The Karta wants
to hire the best lawyer and hence decides to hire Mr. Sethmalani, the
best criminal lawyer in town. He has quoted a fee of Rs. 15 Lakhs per
hearing. Mr. Sethmalani manages to get the coparcener acquitted and
the Karta has to alienate all the joint family property to pay Mr.
Jethmalani’s fee. Discuss if the action of the Karta can be challenged.
124
HYPO:
• The Karta of a part of the joint family alienates property (a
house in Bangalore) on 1.01.1999 to his friend X without
the consent of the coparceners. His reason for alienation
is that no one was using the house and it was difficult to
get substantial rent from the property and the cost of
maintaining the property was actually more. The
coparceners disagreed saying that the property was in an
area which was undergoing development and property
rates were increasing. X takes possession of the property.
Coparceners file a suit for recovery of possession on
01.01.2012. Discuss the case on merits and technicalities.
125
HYPO:
• A,B and C brothers and form a joint family property. A
executes a writing renouncing his interest in the joint
family property in the favor of B. Is it a valid renunciation?
If yes, what are the rights of B.
126
PARTITION
127
Partition
• Division or splitting of joint Hindu family into smaller,
separate and independent units, with conferment of
separate status on the undivided coparceners
• No partition is possible in the absence of at least two
coparceners
• Partition, in essence, is the disruption of the undivided
coparcenary in a joint family
• Split between coparceners
128
S – SW D
129
S – SW D
130
D1 D2
132
De Jure Partition
• The moment community of interest is broken partition takes
place in law
• Severance of status
• Extent of ownership and shares are fixed
• No fluctuation of shares
• No scope of application of
survivorship
• Unity of possession may continue
• Tenants-in-common:
• no coparcener can claim a Specific
• item of property as his own
134
De Jure Partition
F
S-W
Division of Property:
• Household items
• Kitchen utensils
• Vehicles
• Furniture
• Books
• Clothes
• Ornaments
• Artefacts
145
Balancing it out
Sofa and television Dining table and refrigerator
146
Money compensation
• Where:
• Only one impartible property, or
• Few in number and shares are more, or
• No balancing possible due to unequal values
• Allotted to one person
• Money compensation given to other
• Principle of equality of partition
147
• Where:
• No balancing possible, or
• No agreement with respect to receiving money compensation, or
• One or more coparceners wants a single item of impartible
property
• Sell the property & Distribute the cash proceeds equally
148
Well
Staircase
Road/right of way
150
Sharing by turns
• Where impartible property has a special significance to
the family
• Members may share by turns
• In the event of disagreement: eldest member retains it
with junior members having access
• Examples?
151
Family idols
Place of worship
152
Partial partition
• Not necessary that all members should separate
• Not necessary for the entire joint property to be divided
• Partial partition with respect to:
• Members
• Property
154
A B C D
157
A B C D
158
A B C D
A B C D
Coparceners
• Every coparcener is entitled to a share upon partition, who is:
• Major, and
• Of sound mind
• Inherent right as a joint owner
• He can ask for demarcation and specification of his share
and right to deal with it as a separate person
• Can demand a partition any time
• No explanation / reason required
• In Bombay, a son is not entitled to ask for a partition, if the
father is joint with his own father, brothers or other
coparceners, he can enforce a partition against his father
only after the father separates
168
Conversion:
• On conversion, a person immediately ceases to be a
member of the Hindu joint family or a coparcener
• Share becomes fixed and does not fluctuate by the birth
and death of any other coparcener.
• Share on the date of conversion is handed over
• Rights in the joint family and coparcenary property are not
forfeited
• Rights are ascertained
• Hereafter, governed by the law of the religion which he
embraces
171
Marriage to non-Hindu
• Marriage to a non-Hindu under Special Marriage Act,
1954
• Automatic severance of status from joint family and
coparcenary
• Share is specified and handed over
• Different for Hindu married to Hindu after 1976.
172
Minor coparcener
• Equal in ownership of property
• But no right to demand partition
A
S1 S2
(minors)
• What if A is mismanaging the property?
174
Example Yes/No
Refusal of father to maintain the minor son Y
Father’s immoral behavior Y
Minor sons were born to father’s second wife N
Alienee or purchaser
• Where an undivided coparcener had alienated his share
(in states where such alienation is valid): Alienee can ask
for partition
• Where an undivided coparcener contracts a debt and
debtor sells the share in execution of a decree: purchaser
can ask for partition
• No right to joint possession with other coparceners except
in some states
• Entitled to demarcate only the share they are entitled to
• Partition has no adverse effect on the status of other
coparceners
177
Adopted son
• Right by birth from the date of adoption
• Right to demand partition
• Entitled to an equal share as the adoptive father and
natural born son
Section 12 HAMA
• 12. Effects of adoption.-
• An adopted child shall be deemed to the child of has or her adoptive father or mother for
all purposes with effect from the date of the adoption and from such date all the ties of
the child in the family of his or her birth shall be deemed to be served replaced by those
created by the adoption in the adoptive family:
• Provided that-
• (a) the child cannot marry any person whom he or she could not have married if he or she
had continued in the family of his or her birth.
• (b) any property which vested in the adopted child be before the adoption shall continue to
vest in such person subject to the obligations, if any, attaching to the ownership of such
property, including the obligation to maintain relatives in the family of his or her birth.
• (c) the adopted child shall not divest any person of any estate which vested in him
or her before the adoption.
181
Section 13 HAMA
• 13. Right of adoptive parents to dispose of their
properties.-
• Subject to any agreement to the contrary an adoption does
not deprive the adoptive father or mother of the power to
dispose of his or her property by transfer inter vivos or by
will.
182
Illegitimate son
• Not a coparcener
• Cannot ask for partition
183
S1 S2 S3
S1 S2 S3
S1 S2 S3
S1 S2 (S3)
Disqualified coparcener
• Cannot ask for partition
• EX: Persons of unsound mind-
• Not entitled to ask for partition and no right to a share on partition.
• When cured of insanity, both rights revive, He may reopen partition.
• His male issues are not excluded from getting a share.
• This disqualification has been amended by the Hindu
Inheritance (Removal of Disabilities Act), 1928. It
removed disability to inherit on the basis of Blindness,
Deafness, Dumbness. After the 1928 Act, only congenital
lunacy/idiocy was a ground for disqualification
• After Hindu Succession Act, 1956- even that
disqualification has been removed. (Section 28)
191
Demanding a partition
• To bring a severance of status, a demand must include:
• Formation of an intention to separate from the joint family
• Declaration of this intention (oral/written/through institution of
suit for partition)
• Communication of intention to Karta (if Karta is unavailable, to
other coparceners)
• Clear, unambiguous and unequivocal formation and
declaration of intention
• Coparcener’s right to demand a partition; cannot be
delegated
• May use a third person as medium of communication
• The Karta cannot restrict the right of a coparcener to
partition
192
Example Yes/No
“I want a partition and demarcation of my share” Y
“I do not wish to continue as a member, hand me my share” Y
“I have one-fourth share in the property” N
INCIDENTS OF
PARTITION:
194
E.g. communication in
person/ communication
through phone
Where
communication and
is coming to
knowledge of Karta
is instantaneous,
severance of status
is instantaneous
When the
coparcener
expresses his
intention to
separate, he
becomes a separate
member even if
other coparceners
are not aware
196
Hypo:
• Rishabh, a coparcener living in Chandiagrh sends an email to his
father Mohanlal at Bombay expressing his intention to separate
from the joint family on 20th May 2014. He then executed a gift of
his share in the property in favor of Helpage India on the same
day. Mohanlal was very busy as the elder brother of Rishabh was
involved in a motor vehicle accident that had seriously injured the
life of a young boy. Mohanlal as the Karta of this joint family sold
the joint family property including the share of Rishabh to pay
compensation to the accident victim in order to bring about a
compromise and to save the eldest son from the prospects of
penal litigation. Due to this incident Karta failed to check his mails
and came to know about the demand of Rishabh only on 30 May,
2014. Rishabh files a suit against the Karta challenging the validity
of the sale. Discuss whether he would be successful?
203
Hint:
• Intention to separate has been validly communicated to
the Karta of the family. It is true that partition which
occurred on 30th May relates back to 20th May according
to doctrine of relation back. But vested rights are not
affected by this doctrine. See Raghavamma v
Chenchamma, AIR 1964 SC 136
• The Karta sold the joint family property for a “legal
necessity”. So, Rishabh will not succeed in his claim.
204
Hypo:
• Raja, Sakshar and Atish are three brothers constituting a Mitakshara
coparcenary. Sakshar sends a registered letter on 4.6.2000 to his
eldest brother expressing his unequivocal intention to separate the
joint family. On 15.6.2000 he makes a will of all his property in favor
of Kashish, Sakshar dies on 20.6.2000. Before the receipt of the
letter, Raja alienates some property on 14.6.2000 to pay of the debt
which his father had taken for his personal benefit. The letter sent by
Sakshar actually reaches Raja on 2.7.2000. Examine:
• (i) Whether Kashish is entitled to the Share of Sakshar under the
Will
• (ii) whether the alienation made by Raja is valid
• Will your answer be same if instead of a will Sakshar had executed
a gift deed and bequeathed all his property to Kashish on 15.6.2000
and died on 20.6.2000?
205
Hint:
• Sakshar died before the letter was received by Raja. So, his death
occurs before the completion of communication to separate.
• For a partition to be effected the separating coparcener must
communicate his intention during his lifetime. If this communication
occurs after the death of such coparcener, partition cannot take place.
Therefore, Sakshar is an undivided coparcener. However, Sakshar has
made a will in this case and S. 30 of HSA, 1956 applies. Therefore,
Kashish will succeed in her claim.
• Raja alienates the property before the letter to pay an antecedent debt
incurred by his father. If this debt is not immoral, it will bind the
undivided interest of all the coparceners. See Brij Mohan,
Raghavamma. Therefore, Sangram’s share in the joint family property
is reduced proportionately to the property alienated to pay father's
debt.
• Even after HSA, 1956 a coparcener is not allowed to make a valid gift
of his undivided coparcenary interest. So, Kashish is not entitled to the
share of Sangram under a deed of gift.
206
Hypo:
• A Hindu joint family comprised of the father, and his three
sons X, Y and Z. On coming to know that the father was
trying to sell some of the joint family properties without
any legal necessity, X who is aged 30 years walks up to
Karta and says, “I want partition and please hand me my
share”, karta refuses. X executes a gift of one-fourth
share of the property in favor of his friend and dies. Is the
gift valid? Discuss in light of rules relating to demand of a
partition under Hindu law.
207
Hint:
• You need to show that X died after the completion of
intention to separate from the Hindu joint family.
208
Evidence of Partition:
• Clearest evidence is when partition is done by metes
and bounds and each member is in separate
possession and enjoyment of the share allotted to
him.
• Coparceners do not divide the property physically but
agree to hold the property in defined shares as separate
owners. Written agreement to that effect showing clear
intention
• In absence of any written agreement- cumulative effect
of facts, circumstances and subsequent acts and the
burden of proof is on the person asserting that there has
been a partition.
210
Reunion:
• Can take place only between persons who were parties to
the original partition
• Intention necessary to constitute reunion.
• It is implicit in the concept of a reunion that there shall be an
agreement between the parties to reunite in estate with an
intention to revert to their former status, such an agreement
may be express or may be implied for the conduct of the
parties.
• Heavy burden on the party who asserts the fact of reunion.
• Share of properties to each coparcener may have increased or
decreased or may not exist at all. Not necessary to bring back
the properties in the same proportion
• Reunion restores the joint family and coparcenary, Unity of
possession and community of interest, Shares become
fluctuating, and Survivorship applies.
213
Family Arrangement:
• A Family Arrangement is an agreement between members
of the same family, intended to be generally and reasonably
for the benefit of the family, either by compromising doubtful
or disputed rights or by preserving the family property or the
peace and security of the family
• A family settlement is usually used to settle common
property or joint property that the family owns as opposed to
individual or self-acquired property.
• Firstly, the settlement document must be signed by all the
family members involved.
• The next step is to register the agreement. Family
settlement or agreement, which creates a new right or
extinguishes a right must be registered.
214
(1/3) F –W(1/3)
S(1/3)
(F)-M(1/4)
(F)-W (1/4)
(S)
S1(1/4) S2 S3
CALCULATION:
W: 1/4
S1, S2, S3= 1/4
222
(F)-W (1/7)
THREE STEPS TO
AMELIORATE
CONDITION OF
WOMEN:
225
• 30 Testamentary succession. —
• Any Hindu may dispose of by will or other testamentary
disposition any property, which is capable of being so
[disposed of by him or by her], in accordance with the
provisions of the Indian Succession Act, 1925 (39 of
1925), or any other law for the time being in force and
applicable to Hindus.
• Explanation.— The interest of a male Hindu in a
Mitakshara coparcenary property or the interest of a
member of a tarwad, tavazhi, illom, kutumba or kavaru in
the property of the tarwad, tavazhi, illom, kutumba or
kavaru shall notwithstanding anything contained in this Act
or in any other law for the time being in force, be deemed
to be property capable of being disposed of by him or by
her within the meaning of this [section.]
231
CASES
234
W1----------------------F(D1)------------------W2
Facts contd…
• They were selling the joint family properties, including
the share of the minor and out of the sale proceeds, they
were purchasing properties in their individual names.
• The minor was also thrown out of the family house
along with his mother (father’s second wife) and
sister.
• The petition was admitted, but during the pendency
of the litigation, the minor died.
• After the death of the minor, his mother was
recorded as his legal representative, and transposed
as the plaintiff.
236
Issue:
• What is the nature of the jurisdiction in which the court
exercise when they decide whether a suit is for the benefit
of a minor or not?
• What was the status of the minor on his death? Did he die
as an undivided member of the coparcenary, or as a
separate member?
• Whether the court should continue with the suit, even
though the person on whose behalf the suit was filed is
dead, or should the suit be abated?
• What would be the effective date of severance of joint
status of minor coparcener in case the suit for partition is
held to be for the benefit of minor’s interest?
237
Analysis:
• The Sovereign as parens patriae has the power, and is indeed
under a duty to protect the interests of minors, and the function has
devolved on the Courts. In the discharge of that function, therefore,
they have the power to control all proceedings before them wherein
minors were concerned. They can appoint their own officers to
protect their interests, and stay proceedings if they consider that
they are vexatious.
• Under Hindu law, there is no distinction between the rights of a
minor and a major coparcener, as far as the coparcenary
property is concerned. His share is equal to that of a major
coparcener, and he has a similar right of maintenance,
possession and enjoyment of property.
• However, as he is minor, the courts act as parens partriae, in order
to protect his interests and assess whether a partition will benefit
him or not.
238
Analysis
• But even this action, which is purely protective in nature, will not
make the effective date of severance any different in the case
of a minor, than in the case of a major coparcener. Therefore,
where the suit is filed by minor, through his next friend, and
the court comes to the conclusion that effecting partition
would be in the interests of the minor, the severance of his
status would relate back to the date of the institution of the
suit and he would be deemed to be a separate member from
the date when the petition was presented in the court.
• The moment a suit is filed on behalf of the minor the severance
of status takes place, and the only difference between the
cases of major and minor coparcener is, that here, it was
conditional upon the court coming to the conclusion that it will
further the interests of the minor. Till the Court examines this
issue, the status of minor at the time of his death, remain uncertain.
239
Analysis
• If he died as a separate member, then his legal
representatives will inherit his properties as per the laws of
inheritance, who in this case would be the mother.
• But if he died as an undivided member, then due to the
application of the doctrine of survivorship, the property will
go to the surviving coparceners, in this case, the father and
the two brothers, the same persons who were accused by
the next friend as acting against the interests of the minor.
• As the status can be determined only when the court
decides the case on merits, to determine whether, in the
light of the facts and circumstances of the case, a partition
would have advanced the interests of the minor.
240
Ratio:
• Minority is not a bar to seek Partition, but a minor cannot
seek partition directly. He can institute a suit for Partition
through a next friend in a court of law. Whether or not a
Partition can be effected, would be subject to the outcome
of the suit. The Court will take cognizance of the situation
and would enforce Partition only when it is satisfied that
the Partition would be beneficial to or would promote the
interest of the minor.
241
Conclusion:
• The Court came to the conclusion that the father and
two brothers of the minor were acting in a manner so
as to defeat his interests and so, a partition was
desirable.
• It was held that with the application of the doctrine of
relation back, his severance from the joint family took
place on the date of filing of the partition suit and at
the time of his death, he was a separate member.
• Therefore, his share in the property would go by
inheritance to his mother and not to the coparceners
under the doctrine of survivorship.
242
Puttrangammav.Ranganna,(1968)2SCR119
Facts:
• After the notices were registered at the post office certain
well-wishers of the family intervened to bring about the
settlement. (January 8, 1951)
• On their request he notified to the post office that he
intended to withdraw the registered notices.
• But as no agreement could be subsequently reached
between the parties, the plaintiff instituted the present suit
for Partition of his share in the joint family properties and
for granting his separate possession of the same.
• The daughters of the Plaintiff are appellants in this case.
244
Facts contd..
• The defendants contention was that there was no
disruption of joint status at the time of death of the Plaintiff
(Karta) either because of the notice or because of the
institution of the suit on a later date.
• As far as notice was concerned, there was no
communication of any such notice to them and, in
any case, the notices were withdrawn unconditionally
from the post office.
• Similarly the institution of suit is not applicable as it
was filed on the day of his death.
245
Issues:
• Issue: Whether intention for partition can be revoked
after the intention has been communicated?
• What was his status at the time of his death: that of a
separate member or of a joint family member?
• Did the withdrawal of the notice operate as a complete
renunciation of his intention that he has earlier expressed
to separate from the family?
• As he had died on the day the suit was instituted, did it
mean that since no summons were sent to the other
members, the communication was not complete during his
lifetime?
246
Holding:
RATIO:
• “A member of a joint Hindu family can bring about his
separation in status by a definite, unequivocal and
unilateral declaration of his intention to separate himself
from the family and enjoy his share in severalty. It is not
necessary that there should be an agreement between all
the coparceners for the disruption of the joint status.”
251
Facts:
• On Death of B1, opening of succession and devolving of properties of the
joint family in his hands vested in his heirs (sons and daughters) as per
Section 6 of HSA. About four months after the death of B1, B2W adopted
a son, B2WS (defendant).
• Apart from that, B1S1(New Karta/Defendant) in collusion with B2W (widow)
got the name of B2W mutated in records showing half share in the property
and got another half share mutated in his name in the suit properties being
the Karta of the family.
• Plaintiff challenged the mutation entry however defendants obstructed their
possession over the suit property. Hence the plaintiff filed a suit for Partition
of his share in the suit property. He contended that Section 12 (c) of HAMA,
1956 precluded adopted son from claiming his share in the already vested
property before his adoption and this restriction is applicable to the
interest vested in the sole surviving coparcener when the adoption was
made subsequent to the death of sole surviving coparcener. Defendants
contended that the adopted son is having a share in the property.
254
Facts:
• B1 (Vyankat) died in 1978 and the joint family properties
vested in the heirs of Vyankat as per Section 6 of the HSA
(Statutory Partition).
• D-2 (Wife of B2) adopted a son four months after the
death of Vyankat, when already the property had been
divested by virtue of Section 6 of the Act and claimed that
as the date of adoption relates back to the death of
the deceased husband, it should be assumed that D-6
was present at the time of divesting of the joint family
property.
255
Issues:
• Whether doctrine of relation back i.e. date of adoption
by the widow to the date of death of deceased will be
applicable after the enactment of HSA, 1956 and HAMA?
• What is the real ambit of effect of adoption which for certain purposes
relates back to the death of the adoptive father? Is there any
difference between adoption before and after collateral’s death?
• Whether the rights of an adopted son are in all respect identical with
that of a natural-born son? Whether the principle of relation back is
an absolute principle or it has certain limitations?
• Whether the adoption of a son by the widow of a pre-deceased
brother of a sole surviving coparcener, after the death of that sole
surviving coparcener, makes any real difference in determining
the rights of the adopted son in relation to the family properties?
Whether the said adopted son could divest the property, which
devolved on the heirs of sole surviving coparcener and vested in
them prior to his adoption?
256
Section 12 HAMA
• 12. Effects of adoption.-
• An adopted child shall be deemed to the child of has or her adoptive father or mother for
all purposes with effect from the date of the adoption and from such date all the ties of
the child in the family of his or her birth shall be deemed to be served replaced by those
created by the adoption in the adoptive family:
• Provided that-
• (a) the child cannot marry any person whom he or she could not have married if he or she
had continued in the family of his or her birth.
• (b) any property which vested in the adopted child be before the adoption shall continue to
vest in such person subject to the obligations, if any, attaching to the ownership of such
property, including the obligation to maintain relatives in the family of his or her birth.
• (c) the adopted child shall not divest any person of any estate which vested in him
or her before the adoption.
257
Section 13 HAMA
• 13. Right of adoptive parents to dispose of their
properties.-
• Subject to any agreement to the contrary an adoption does
not deprive the adoptive father or mother of the power to
dispose of his or her property by transfer inter vivos or by
will.
258
Holding:
• It is not disputed that the adoption took place after the death of the sole
surviving coparcener. Opening of succession and devolving of
properties of the Joint Hindu family in his hands operated immediately
on his death and his share of the joint family properties stood vested
in his heirs (sons and daughters) as per Section 6, HSA, 1956.
(Statutory/Notional Partition)
• It was held that section 12(c) of the HAMA is a limitation to the
doctrine of relation back.
• In view of the Proviso (c) of Section 12, HAMA, 1956 the adopted
son by virtue of his adoption four months after the death of the
sole surviving coparcener could not divest the properties vested
in the heirs of sole surviving coparcener so as to claim his share.
• Principle of relation back is not an absolute principle but it has
certain limitations. For instance, one limitation is that any lawful
alienations made by the last absolute owner would be binding on
the adopted son. Similarly, to come in as heir of the collateral does
not entitle the adopted son to come in as heir of the collateral.
259
Ratio:
• On the death of a sole surviving coparcener, his interest in
the joint family property devolves and vests in his heirs
(sons and daughters) as per Section 6 HSA, 1956, and a
son adopted by the widow of another pre-deceased
coparcener will not divest the properties vested in the
heirs of the sole surviving coparcener. The adoptee son
cannot claim a share in such vested property.
260
Critical Analysis:
• The HAMA, 1956 has narrowed down the rights of an
adopted child as compared with the rights of a child born
posthumously.
• Under the classical law, if a child was adopted by a
widow, he was treated as a natural born child and,
consequently, he was treated as a natural-born child and,
consequently, he could divest other members of the family
of rights vested in them prior to his adoption.
• It is only with the limited object of avoiding any such
consequence on the adoption of a child by Hindu Widow
that these provisions in clause (c ) of the Proviso to
Section 12, and Section 13 of HAMA were incorporated.
261
FACTS:
Deorao Jointly Family Tree
Saluba Deorao
• P-1 is the wife and P-2 to P-4 are the children of the deceased Prabhakarrao s/o
Saluba. D-7 is the wife and D-8 to D-12 are the children of the deceased Trimbakrao
s/o Deorao. Plaintiffs filed a suit for partition for half share in some properties. It was
claimed amongst the property, agricultural land and another plot of land were
bought by the deceased Deorao and Saluba in the name of Deorao jointly.
• A house was said to be have constructed on a plot jointly bought by the brothers.
Both brothers were residing in the same house during the lifetime.
263
FACTS:
• Another house, it was stated that both the brothers had purchased the plot on
which the house is constructed. It was further claimed that the plot was
purchased in the name of Eknathrao and his family was residing in that
house.
• It was further alleged that there was a family arrangement and one house
was given to Trimbakrao and Prabhakarao and one plot of open land was
given to Eknathrao.
• Eknathrao had the exclusive possession of the second house, which was
not part of the family arrangement.
• The suit property is question was the property which was in name of
Eknathrao and whether that was a joint family property or self-acquired
property of Eknathrao
• There was evidence that Eknathrao had independent means to buy the
property and also was residing exclusively in the property and Prabhakarrao
never lived in the house and in fact was living in rented premises.
• There was also no reason why the property would be bought in Eknathrao’s
name alone if it was a joint family property.
• The Court held the property in Eknathrao’s name to be his self-acquired
property and not joint family property.
264
HOLDING:
• In this case, the trial court as well as the High Court has
held that there was a complete partition in the year 1985.
• Therefore since there was a partition, the presumption
would be that there was complete partition of all the
properties.
• Consequently, the burden of proof that certain
property was excluded from the partition would be on
the party that alleges the same to be joint property
and not on the person alleging the house which was in the
name of Eknathrao to be self-acquired property.
265
HYPOS
266
Hypo:
• A Hindu joint family comprised of five brothers Ashish, Brij,
Chetan, Dev and Emir. Brij who was not happy with the
style of functioning of Ashish as the Karta, filed for
partition against him in a Court of Law, claiming one-fifth
share in the coparcenary property. During the pendency of
the litigation, Ashish died and now Brij wanted to withdraw
the suit, and assume charge as the Karta. Can he do so?
Discuss.
267
Hint:
• Filing of suit is the most explicit expression of declaration
of intention to separate and the severance of status takes
place from the day the suit was instituted. A decree will
only contribute for working out definite shares.
268
Hypo:
• One Abhay, who was governed by Mitakshara Hindu law,
died leaving behind his two sons, Lakshit and Mayank.
Mayank died issueless in the year 2000 leaving behind his
widow Akanksha. Lakshit became the sole surviving
coparcener on the death of Mayank. The widow adopted
Ritwik in 2004. In 2005, the adopted son and the widow
filed a suit for Partition and separate possession of one
half of the share in the properties of the joint family.
Before the adoption took place two items of the joint
family properties had been sold in favor of others for
consideration. Is the claim for Partition valid?
269
Hint:
• Adoption of Ritwik took place during the lifetime of Lakshit
and as such Ritwik became a member of coparcenary to
claim the share. Partition claim is valid but he cannot
object to the alienations made prior to his adoption.
270
HYPO:
• A joint family consists of F, the father, his wife- W, two
sons S1 and S2 and their wives W1 and W2. S1 and W1
have a son S3. Discuss the share in each one’s hand at
partition.
271
HYPO:
• A joint family consists of F, the father being the karta of
the family and three sons S1, S2 and S3. S1 has two sons
S4 and S5. F wants a partition from the joint family and
finally effects a complete partition, hence partitioning his
sons and further partitioning the family of S1 as well. S1
and S2 do not want the partition. What is the effect of F’s
decision.
272
HYPO:
• A dies leaving behind two sons B and C. B dies leaving
behind one son S1 and S1 has three sons S2,S3 and S4.
C dies leaving behind sons E,F and G. E dies leaving
behind one son S 5, F dies leaving behind two sons – S6
and S7 and G dies leaving behind one son S8. What are
the shares that S1, S2, S3, S4, S5, S6, S7, S8 will get.
273
HYPO:
• A, his brothers B and C are members of a joint Hindu
Family. A files a suit for partition. After the suit but before
the decree of the court, A dies leaving a widow. How does
the share of A devolve?
274
HYPO:
• A family governed by the Mitakshara School consists of F,
the father, W, the wife and his five sons- A ,B, C, D and E.
A, B and C are married to W1, W2 and W3. D & E are
unmarried. A has two sons S1 and S2, B has three sons
S4, S5 and S6 and C has two sons S7 and S8. D marries
a Christian woman and gets his marriage registered under
the Special Marriage Act in 1975.
• a. F dies in 1980, and there is a partition between the
sons, discuss the shares and nature of property in each
one’s hand.
• b. F dies, W dies and A, B and C die, discuss the shares
in each one’s hand.
275
HYPO:
• A joint family consists of F and three sons S1, S2 and S3.
S3 predeceases F leaving a widow W1.
• a. discuss the shares in each one’s hand.
• b. If S3 and W1 had a son, discuss the shares.
276
HYPO:
• A joint family consists of F, the father and three sons S1,
S2 and S3. S2 has two sons S4 and S5. S2 and S4
predecease F. S4 leaves behind a widow W. Discuss each
one’s share
277
HYPO:
• A joint family consists of F, his wife W, their sons S1, S2,
S3. S1 has four sons S4, S5, S6 and S7 and S2 has two
sons S8, S9 and S3 has one son S10. F and S1, S2, S3
die. Partition between the grandsons is effected. Discuss
the shares of each grandson.
278
HYPO:
• A joint family consists of F, two sons S1 and S2. S1 has
three sons S3, S4 and S5. S3 has two sons S6 and S7.
S7 has three sons S8, S9, and S10. S10 has one son
S11.
• a. Discuss the shares at partition.
• b. Discuss the shares at partition if F dies.
279
HYPO:
• A Mitakshara family having coparcenary property consisted of
X, his mother M, his brother B, his sister S, his wife W, two
daughters D1 and D2, his son XS and XS’s wife XSW.
Ascertain with reasons the shares of the claimants on the
death of X if
• (a) X dies in 1925
• ANSWER: Coparcenary property is divided between
M=B=X= 1/3 and X’s share goes to his son XS
• (b) X dies in 1945
• ANSWER: Coparcenary property is divided between
M=B=X= 1/3 and X’s share goes equally to his son XS and
widow W i.e. XS and widow W i.e. 1/6 each due to passing
of HWRP Act, 1937
280
• Coparcenary property is divided between M=B=X= 1/3 and X’s share goes
to his son XS
• Under classical Hindu law, if X died before demanding partition the family
will remain joint. The share of X in the coparcenary property will devolve by
survivorship to other coparceners XS and B.
• Assuming X died after demanding partition from his brother B, or if a
partition happens between XS and B, following shares can be ascertained:
• M: Widowed mother takes share equal to brothers. M’s share will be 1/3rd
of joint family property.
• B: Brother B’s share will be 1/3rd of joint family property.
• XS: XS will represent X’ branch of family due to application of ‘rule of
representation’. XS will get entire 1/3rd property as he is sole-surviving
coparcener for his branch.
• W: She will not get any share after the death of her husband as XS is the
sole-surviving coparcener.
• D1, D2 and S were not recognized as coparceners and will not be entitled
to any share in the joint family property.
281
S
O
1
9
4
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sId
N
iX:
• Under classical Hindu law, if X died before demanding partition the family will remain joint.
The share of X in the coparcenary property will pass to other coparceners XS and B by
survivorship. However, W will be entitled to demand her husband’s share by partition.
• Assuming X died after partition with his brother B, or if a partition happens between XS
and B, following shares can be ascertained:
• M: Widowed mother takes share equal to brothers. M’s share will be 1/3rd of joint family
property.
• B: Brother B’s share will be 1/3rd of joint family property.
• C: As daughters were not recognized as coparceners, she will not be entitled to any share
in the joint family property.
• X’ branch will receive 1/3rd of the joint family property:
• W: Under Hindu Women’s right to property act, 1937, the widow of a deceased
coparcener has same interest in the joint family property as he himself had and has the
same right to demand partition. She will step into the shoes of her husband and will be
entitled to 1/6th share in the joint family property and will be limited owner. After her
death, the 1/6th share will revert to S1 being the legal heir of the husband.
• XS: XS will get 1/6th of the joint family property as he is sole-surviving coparcener for his
branch.
• D1, D2 being daughters were not recognized as coparceners and will not be entitled to
any share in the joint family property.
282
283
HYPO:
• Sohanlal along with his three sons (Manu, Akash and Ranjan)
constitute a Mitakshara coparcenary. Ranjan is displeased with the
other members of the family because of their opposition to his
marriage. He emigrates to Canada. On 10.12.1999 he writes a letter to
his father expressing his firm intention to separate from the joint family
and executes a gift deed of all his properties in favour of his friend,
Kamini. The letter reaches Sohanlal and his family on 3.1.2000.
Sohanlal seeks your advice on the following:
• (a) Whether the intention to separate has been validly communicated?
• (b) Whether the gift deed is valid?
• (c) Whether the selling of an ancestral house in Chandigarh on
20.12.1999 for defending Manu against whom a serious criminal
charge is levelled is valid?
• Will your answer be same if instead of a gift deed, Ranjan had
executed a Will and bequeathed his properties to Kamini on
11.12.1999 and died the same day?
289
HYPO:
HYPO:
• Three brothers Rohit, Shridhar and Gaurav form a Mitakshara Hindu Joint
Family living in Delhi. Shridhar a stage artist stationed in Bombay, writes a
letter on 6.1.1950 addressed to the Karta expressing his intention to
separate from the joint family and also informs Balu a common friend of the
family living in Bombay of his intention. Intending to post the letter, while on
his way to rehearsal of a play he carries the letter. His pocket gets picked in
a bus and he loses the letter along with all his money. In the meantime, on
10.1.1950 Balu who goes to visit Shridhar’s family conveys to the family
Shridhar’s intention to separate. However, on 8.1.1950 a suit instituted for
recovery of debt against the family was decreed and a portion of the family
property was attached in furtherance of the decree. Balu on returning back
to Bombay informs Shridhar that he has conveyed to his family of his
intention to separate. Shridhar also receives a letter from Rohit informing
him of the attachment of the property by a court decree. Decide:
• (i) Is Shridhar still supposed to be Joint with his family or severance of
status has taken place?
• (ii) How does the court decree affect his share in the joint family property?
291
HYPO: