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Registered Will - is probate must

Page no : 2

Daiyan Hussain (advocate)     12 December 2009

It is well settle  that no probate is required  in the state of Delhi. In a recent authority reported in AIR 2006 Delhi, it was held that a person has a right to set up a will even in collateral proceedings and there is no need of obtaining probate.

However, there is no restrictions, one can probate a will in Delhi also.

Anil Agrawal (Retired)     12 December 2009

 Please clarify. If no probate is required, why the petition for probate will be entertained increasing the workload of courts?

Dilnavaz (Personal Secretary)     09 March 2010

My unmarried uncle (Parsi) expired with an Unregistered Will appointing me as an Executor and beneficiary.  He had no surviving immediate relatives and he was living with me.   There was no immovable property and not much of other assets except for some Fixed deposits, small balance in the bank account and some debentures.    The Will was not registered and was kept with the Advocate who had prepared the Will, being our family friend.   I have not probated the Will and I have not had any issues for transmission of FDs/debentures.   Now I have sent some shares (which were a result of conversion of debentures and were in his single name) to one of the companies for transmission.  At the time of request for transmission, I had provided the Share Transfer Agent with copies of death certificate, Will and the share certificates.  They sent me a whole lot of formalities to be completed (Indemnities, Affidavits, Sureties and other documents on stamp paper, notarized, etc.), which I have completed and returned to the Share Transfer Agent.  Now the Share Transfer Agent has returned all the papers insisting on a Probate.   The number of shares and its value is very small (less than Rs.1lakh).  I am wondering is this request for a Probate from the Share Transfer Agent/Company valid.  I understand from the other posts that a Probate is not mandatory since there is no immovable property involved here.  How can I explain to the Company to complete the transmission of shares in my name based on the indemnities, affidavits submitted to them.  Any advice from our learned experience forum is welcome.

Hemant Agarwal (ha21@rediffmail.com Mumbai : 9820174108)     10 March 2010

"Dilnavaz" :
 

1. The court cannot pass probate orders on an  "unregistered will".   If the court passes any such order then it will mean that the court has by-passed the registration process, (registration acts) registration of which is mandatorily required in case of immovable properties.

 

2.  An unregistered will has no legal value, when the matter reaches the court.

 

3.  In the present instance, since the unregistered will favours you as  "beneficiary"  and most importantly as "EXECUTOR,  and by virtue of this executory authority,  YOU have automatic right to approach the civil side of the HC and apply for  "succession certificate"  SPECIFICALLY for all of the movable assets, as classifed in the unregistered will.   IF there are no objections / interventions by any other legal heir or who-so-ever,  then the court will grant you succession certificate.   Legally, you may THEN use this succession certificate to deal in all the specific movable assets, as you wish.

 

4.  THERE is no "legal" point in Probating the Will,  "IF"  there is no  immovable properties (land, building, flat, taj-mahal, etc... ).  Tentatively the approximate cost for obtaining a "succession certificate"  would go upto 50,000/- (all inclusive) plus approx. 9 - 24 months

 

Keep Smiling .... Hemant Agarwal

R Kumar (Advocate)     10 March 2010

Probate for will is must in law. but for collateral purpose it can be used without probate, for which will can be proved according to the procedure laid down in section 68 of Indian Evidence Act. The mutation entry of KHATA does not create any rights. It is only for the collection of revenues. But if will is without probate it has no sanctity and Court will ignore the will while deciding the question of title. 

for the dispute in between landlord and tenant will can be considered without probate only to determine that after death of testator who will be the landlord to recover rent from the tenant.

Anil Agrawal (Retired)     10 March 2010

How exemption has been granted to Rajasthan and Delhi that probate of will is not required when in other parts of the country it is needed?

Suryanarayana Tangirala (Advocate)     24 March 2010

NO  it is not required to probate a will in A.P

girishankar (manager)     25 March 2010

Sirs How abt in Madras is a Probate Required for a unregistered will regarding a Only House.....

tarunkiran (proprietor)     11 November 2010

MY MOTHER LEFT WILL (WILL MADE IN MUMBAI -WE ARE 5 SISTERS AND 1 BROTHER)

WILL WAS MADE IN 2004 MOTHER DIED IN 2005

MY SISTER TRANSFERRED IMMOVABLE PROPERTY IN MY BROTHERS NAME WITHOUT PROBATING THE WILL .

TILL DATE SHE HAS NOT GIVEN ME A COPY OF THE WILL

PLEASE TELL ME MY OPTIONS

 

KIREN SHAH

girishankar (manager)     11 November 2010

Dear

KIREN SHAH

Pl confirm how daugters and how many sons

Jayesh Bheda (Advocate)     14 November 2010

S.213 of Indian Succession Act, 1925 provides :

SECTION 213 : Right as executor or legatee when established

(1) No right as executor or legatee can be established in any Court of Justice, unless a Court of competent jurisdiction in India has granted probate of the will under which the right is claimed, or has granted letters of administration with the will or with a copy of an authenticated copy of the will annexed.
(2) This section shall not apply in the case of wills made by Muhammadans ["or Indian Christians"] and shall only apply-
(i) in the case of wills made by any Hindu, Buddhist, Sikh or Jaina where such wills are of the. classes specified in clauses (a) and (b) of section 57; and
(ii) in the case of wills made by any Parsi dying, after the commencement of the Indian Succession (Amendment) Act, 1962, where such wills are made within the local limits of the ordinary original civil jurisdiction of the High Courts at Calcutta, Madras and Bombay, and where such wills are made outside those limits, in so far as they relate to immovable property situate within those limits.
 
SECTION 57 : Application of certain provisions of Part to a class of wills made by Hindus, etc
 The provisions of this Part which are set out in Schedule III shall, subject to the restrictions and modifications specified therein, apply-
(a) to all wills and codicils made by any Hindu, Buddhist, Sikh or Jaina, on or after the first day of September, 1870, within the territories which at the said date were subject to the Lieutenant-Governor of Bengal or within the local limits of the ordinary original civil jurisdiction of the High Courts of Judicature at Madras and Bombay; and
(b) to all such wills and codicils made outside those territories and limits so far as relates to immovable property situate within those territories or limits; and

(c) to all wills and codicils made by any Hindu, Buddhist, Sikh or Jaina on or after the first day of January, 1927, to which those provisions are not applied by clauses (a) and (b):

The Apex Court in the case of Clarence Pais and Ors. V/s. Union of India, AIR 2001 SC 1151 wherein while considering the constitutional validity of the provisions of Sec. 213 vis-a-vis Sec. 57 of the Indian Succession Act at para 6, it has been observed by the Apex Court inter alia as under:
"A combined reading of Sec. 213 and 57 of the Act would show that where the parties to the will are Hindus or the properties in dispute are not in territories falling u/s. 57(a) and (b), sub-sec. (2) of Sec. 213 of the Act applies and sub-sec. (1) has no application. As a consequence, a probate will not be required to be obtained by a Hindu in respect of a will made outside those territories or regarding the immovable properties situate outside those territories."
 
Gujarat High Court has held as under in the matter of Minaxiben Shashikantbhai Patel Versus District Collector, Gandhinagar (2007 (1) GLR 277 : 2007 (1) GCD 392):
"Succession Act, 1925 - S. 57, 213 - whether for Will executed by Hindu qua property situated outside original civil jurisdiction of High Court at Calcutta, Madras and Mumbai, probate is compulsory requirement for establishing rights pursuant to Will - property situated at Gandhinagar - whether probate for such Will is necessary requirement for claiming any right under said Will - held, probate, will not be required for establishing rights acquired by executor or legatee of Will before Court or before any other authority - impugned communication quashed and set aside - petition allowed."
 
Also definition of Legal representative is also provided in S.2(11) of CPC. Further Order 22, Rule 3 provides  substitution of plaintiff wherein it has been held that a universal legatee can institute a suit on primafacie proof of will (AIR 1982 PAT. 208) and a LR may or may not be heir but should represent the estate even without tile as an executor or administrator (AIR 1989 SC 1589)
 
Therefore if a Hindu Will is execute outside of the territory mentioned in S.57 then probate is not necessary and also to continue a suit probate is not necessary.
2 Like

Ashok Batta (Solicitor & Advocate)     17 December 2011

Please send the comlete citation whether its a Delhi high court decision or Supreme Court decision with names of parties and date of decision,if possible. I'll be obliged. Ashok

CA DEV KUMAR KOTHARI, (PROP.)     29 September 2012

Kindly provide details of relevant law or notificaiton etc. under which exemption is granted in state of Rajasthan from obtaining probate of a will as stated in your reply/ answer.

Rajendra kumar shivhare (prop.)     16 December 2014

hi, 

    My 1st question " is a registered will requires probate in Uttar Pradesh ?

second Question . in the Registered will of Late mother  two rooms de marked on the map ( attached with registered will ) were given to my elder brother , but it is clearly written in the will that he ( my brother) can not sale or rent out these two rooms to any firm/ person. He ( my  brother) may leave these two rooms in my favor after taking Rs. two lakhs from me.

The said property is Mortgage with a nationalised bank against a cash and credit limit of a business firm of which i am the owner and Propiertor  , now after a the death of my mother Bank wants a legal opinion about the registered WILL dated 9. 3 1999 . ( The one and the only registered WILL ).

kindly advice after the death of my mother who will be eligible for creating a valid and enforceable Mortgage to the Bank and the documents required for creating a valid mortgage.

Thanking you

your truly 

RAJENDRA KUMAR 

JHANSI- Uttar Pradesh

Madhu Mittal (Director)     23 May 2015

Respected Sirs,

I have seen Respected sir Makkar opinion at below thread:

https://www.lawyersclubindia.com/experts/Is-it-necessary-to-Get-Probate-of-a-Will-In-Rajasthan--58796.asp#.VI0BDdKUdr0

Yes. It is mandatory in Rajasthan even.

Whereas Respected sir s.subramanian  has opined at below thread:

https://www.lawyersclubindia.com/experts/Probate-of-Will-131021.asp#.VIzZetKUdr0

dear Bretheren,

I beg pardon for this belated reply. first of all,I would like to clarify that probating of wills is not compulsory at all under Sec.57 of the Indian Succession Act,if they are executed outside the limits of the original civil jurisdiction of the High Courts of Madras and Mumbai and West Bengal. So,if a will is executed in the places abovesaid the need for probating the same will arise. this has been explained very well in the judgment of the Supreme Court of India in Clarence Pais Vs Union of India (AIR 2001 S.C. 1151). A combined readng of Sec.57 and 213 of the Indian Succession Act would show that where the parties to the will are Hindus or the properties are not in territories falling under Sec.57 (a) and (b),Sec.213(2) applies and Sec.213(1) has no application. As a consequence,a probate will not be required to be obtained by a Hindu in respect of a will made outside those territories.
With the amendment brought to the Indian Succession Act,1925 by the Indian Succession(Amendment )Act,2002 Act 26 of 2002 which came into effect on 27.5.2002, the wills executed by Indian Christians have also been taken outside the purview of Sec.213 of the IS Act. Hence there is no need for probating the wills of Muslims and Indian Christians. With regard to Hindus also the need for probate is limited to the areas set otu in Sec.57 of IS Act. Hope I clarified the issue.
thanks
S.Subramanian.

Opinion at this thread by Respected sir Sh Hemant Agrawal :

4.  The issue of  "Probate"  is a state law  AND in some states, the state govt's have exempted the  probation of "will" (eg. rajasthan).  However all the "presidency towns" of India, have to compulsorily  "probate"  the will for execution purposes (eg. Bombay, Delhi, Madras, Calcutta etc...)

So please after reconsidering, guide whether it is mandatory or not to get will probated in Rajasthan.


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