Bombay High Court
Daksha LalwaniversusJayesh Maganlal Bhatt
- Decided
- Disposal
- DISPOSED OFF
- Bench
- SHARMILA U DESHMUKH
Holding
The court allowed the interim application, directing the bank and LIC to provide the required details for the deceased’s estate.
Summary
Daksha Lalwani, a cousin of the deceased Jayesh Maganlal Bhatt, filed an interim application seeking court directions to the bank and the Life Insurance Corporation (LIC) to disclose details of a savings account and an insurance policy that form part of the deceased's intestate estate. The deceased died intestate on 18 January 2019; police sealed his flat and opened a safe‑deposit locker, discovering the relevant documents. The applicant approached the bank and LIC but was told a court order was required, prompting the present application. Consent affidavits filed by all other legal heirs, including maternal aunts and paternal relatives, show there is no dispute over the estate. The court found sufficient evidence of the applicant’s relationship to the deceased and, noting the non‑contentious nature of the petition, allowed the interim application, directing the bank and LIC to provide the requested details for inclusion in the asset schedule.
Issues considered
- Whether the High Court can issue directions to banks and LIC to furnish account and policy details in an interim application within a non‑contentious testamentary petition.
- Whether the presence of consent affidavits from all legal heirs removes any impediment to granting such directions.
Subjects
- testamentary succession
- intestate estate
- interim application
- bank account disclosure
- life insurance policy
- consent affidavit
- non‑contentious petition
Judgment
2026:BHC-OS:448
904 IA-8115-2025.doc
IN THE HIGH COURT OF JUDICATURE AT BOMBAY
TESTAMENTARY AND INTESTATE JURISDICTION
INTERIM APPLICATION NO. 8115 OF 2025
IN
TESTAMENTARY PETITION (L) NO. 575 OF 2020
Daksha Lalwani ...Applicant
In the matter between :
Jayesh Maganlal Bhatt …Deceased
And
Daksha Lalwani ...Petitioner
——————
Mr. Sarvagnya P. Trivedi, Mr. Aditya Bharat Manubarwala and Mr. Sandeep M.
Hirvadekar i/b Mr. Bharat Manubarwala for Petitioner.
——————
Coram : Sharmila U. Deshmukh, J.
Date : 8th January, 2026.
P. C. :
1. Interim Application has been preferred by original Petitioner
seeking directions to the Bank and the Life Insurance Corporation to
provide details about Savings Bank Account and the insurance policy
respectively in respect of deceased-Jayesh Maganlal Bhatt and of
Maganlal Lallubhai Bhatt, who was father of the deceased-Jayesh
Bhatt as the policies would form part of the estate of the deceased-
Jayesh Bhatt.
2. Learned counsel appearing for Applicant would point out that
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the deceased was divorced and had no issues. She submits that the
deceased died intestate on 18th January, 2019 and as the deceased
died at his residence, the police authorities on receiving information
had sealed the flat after making panchnama and have taken possession
of the articles and documents of the deceased, which was kept in safe
deposit locker. She would further submit that the Applicant
approached the police authorities and upon taking inspection of the
contents of the safe deposit locker found certain policies and cheque
books of the banks which are set out in prayer clauses. Though the
Applicant approached the banks and Life Insurance Corporation for
obtaining necessary details for the purpose of incorporating the same
in the schedule of assets, the Applicant was asked to obtain necessary
Court orders. Hence, the present Application has been filed.
3. She would further point out to the Consent Affidavits filed in the
Testamentary Petition by other legal heirs of the deceased and would
submit that there is no dispute between the legal heirs and therefore,
the directions can be passed in the present proceedings.
4. I have considered the submissions and perused the record.
5. The family tree which has been produced by way of additional
compilation of documents indicates that the present Applicant is the
daughter of the paternal uncle of the deceased and is the cousin sister
of the deceased. Apart from the present Applicant, the deceased
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904 IA-8115-2025.doc
Jayesh had two maternal aunts Manjulaben and Kundan Joshi who
have filed their Consent Affidavits in the Testamentary Petition. The
present Applicant's brother Kalpak Bhatt has also filed the Consent
Affidavit. The paternal uncle of the deceased, i.e. Ramesh Bhatt has
left behind him surviving his son Mehul Bhatt, who stands in the same
footing as that of the Applicant and has also given his Consent
Affidavit.
6. The relationship of the Applicant with the deceased is
demonstrated from the passport placed on record which shows the
name of the uncle of the deceased. There is sufficient material on
record to demonstrate the relationship of the Applicant with the
deceased. As the Consent Affidavits of the other legal heirs have been
filed along with Testamentary Petition, the grant appears to be non-
contentious.
7. By the present Application, the Applicant seeks direction to the
concerned Banks and the Insurance Corporation, so that the details can
be incorporated in the schedule of the assets in respect of which the
grant will be obtained. There appears to be no impediment in granting
the said direction as it is specifically pleaded that the Applicant has
found the documents upon the opening of the safe deposit locker and
thereafter, the details are sought.
8. In light of the above, the Interim Application is allowed in terms
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of prayer clauses (a) to (d).
[Sharmila U. Deshmukh, J.]
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