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Allahabad High Court

BHANU DATTA PATHAKversusHARDUTTA PATHAK AND OTHERS

Decided

Holding

The will dated 06‑12‑1971 was valid, the testator possessed testamentary capacity, no undue influence was established, and the second appeal is dismissed (with the portion involving respondents who settled by compromise disposed of under the compromise).

Summary

The plaintiff‑appellant Bhanu Datta Pathak sought to cancel a registered will dated 06‑12‑1971 executed by his grandfather Shankar Dutt Pathak in favour of the defendant‑respondent Hari Dutt Pathak and to obtain a partition of ancestral property. The trial court held the will invalid on grounds of undue influence, lack of testamentary capacity and non‑compliance with Section 63 of the Indian Succession Act. The first appellate court reversed that finding, accepting the will as valid and noting that the burden of proving undue influence rested on the plaintiff, which he failed to discharge. The High Court was then asked to consider whether the first appellate court’s failure to frame issues under Order XIV Rule 1 caused prejudice, whether the attestation requirement of Section 63 was satisfied despite one missing witness, and whether the testator’s age and fiduciary relationship gave rise to undue influence. Relying on statutory provisions and precedents, the Court held that the will was duly executed, the testator was of sound mind, and no undue influence was proved; consequently the appeal was dismissed, with the portion involving respondents who settled by compromise being disposed of under the compromise deed.

Issues considered

  • Whether the non‑framing of issues by the first appellate court under Order XIV Rule 1 of the CPC caused prejudice to the appellant
  • Whether the execution of the will complied with Section 63 of the Indian Succession Act, 1925 despite the absence of one attesting witness
  • Whether the testator was of sound mental capacity at the time of executing the will
  • Whether the fiduciary relationship and advanced age of the testator gave rise to suspicious circumstances amounting to undue influence
  • Whether the will should be declared void and the suit for partition allowed

Legislation cited

Subjects

  • Will validity
  • Undue influence
  • Testamentary capacity
  • Section 63 Indian Succession Act
  • Civil Procedure Code Order XIV
  • Evidence Act provisions
  • Compromise decree
  • Partition suit
  • Fiduciary relationship

Judgment

         HIGH COURT OF JUDICATURE AT ALLAHABAD
                    SECOND APPEAL No. - 2785 of 1980

Bhanu Datta Pathak
                                                            …..Appellant(s)

                                  Versus

Hardutta Pathak and others
                                                          …..Respondent(s)


Counsel for Appellant(s)             : Bipin Lal Srivastava, Pankaj
                                       Agarwal, Rahul Mishra, S.k. Verma,
                                       Santosh Kumar Singh, Sharad
                                       Kumar Pandey, Vinayak Varma
Counsel for Respondent(s)            : Anand Kr Srivastava, Avadhesh
                                       Singh, J.a. Azmi, J.p.mishra, M.p.
                                       Singh, Rahul Mishra

                                                                   Reserved
                                                                     A.F.R.
Court No. - 6

             HON'BLE SIDDHARTH NANDAN, J.


1. Heard Shri Pankaj Agarwal, Advocate, appearing on behalf of the
plaintiffs-appellant and Shri Rahul Mishra, Senior Counsel, assisted by
Shri Avadhesh Singh, Advocate appearing on behalf of the defendant-
opposite parties.

2. This is the plaintiff’s second appeal which has been preferred against
the judgment dated 28.08.1980 passed in Civil Appeal No. 357 of 1975,
arising out of judgment dated 26.07.1979 passed in Suit No. 85 of 1973,
by way of which a decree in favour of the plaintiff, was issued cancelling
the disputed Will Deed dated 06.12.1971, executed by late Shri Shankar
Dutt Pathak, in favour of defendant no. 1 Shri Hari Dutt Pathak; and
further partly decreeing the suit for partition of half share in the property
in dispute, in favour of the plaintiff.
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                                                     SAPL No. - 2785 of 1980

3. This Court had admitted the aforesaid appeal by the order dated
10.11.1980 on the following substantial questions of law:-

(i) Whether after finding that the Civil Court had no jurisdiction to
decide the dispute in regard to agricultural plots, the lower appellate
court erred in law in not dismissing the first appeal in regard to the
agricultural plots;

(ii) Whether the Will in regard to sirdhari plots was effective and valid;

(iii) Whether in absence of one of the alleged attesting witness to the
Will, the compliance of Section 63 of the Indian Succession Act, was
done;

(iv) Whether the Will was a conscious mental act of the alleged Testator-
Shri Shankar Dutt Pathak, when there is absolutely no evidence on
behalf of the defendant that he was physically and mentally alert and fit
to execute the Will.

4. Shri Pankaj Agarwal, Advocate appearing on behalf of the appellant,
had at the out set submitted that the question of law, at serial no.1 and 2,
as framed on 10.11.1980, is not being pressed, as the plaintiff/appellant
is not making claims with respect to the agricultural plots.

5. On 19.07.2022, Shri S.K. Verma, learned Senior Advocate, who was
appearing for the appellant had submitted that, except defendant-
respondent No. 2/2, all other defendants had amicably settled their
dispute, outside the Court; and a written compromise has taken place
between them and the second appeal may be dismissed in terms of the
compromise Application No. 8 of 2021, which was filed with the
signature of the appellant as well as of the said other respondents, except
respondent No. 2/2.

6. This Court had sent the records along with compromise application to
the lower appellate court, for verification of the signature of the parties;
and parties were directed to appear before the court below on 22.12.2021
for verification.
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                                                      SAPL No. - 2785 of 1980

7. As per the report of the I/C Additional District and Sessions Judge,
Court No. 3, Azamgarh dated 22.12.2021, the parties had appeared
before the Court below on 22.12.2021, who were duly identified by their
respective counsels and they admitted their signatures on the
compromise application and the compromise was duly verified by the
learned Court below.

8. Shri Anand Kumar Srivastava, learned counsel appearing on behalf of
respondent nos. 2/1/1, 2/1/2 and 3/1 to 3/5 had also not disputed the
same, which fact was recorded by this Court in its order dated
19.07.2022.

9. However, Shri Rahul Mishra, learned Senior Counsel who had
appeared on behalf of respondent no. 2/2, had submitted that his client
had not signed the compromise and he wanted to contest the present
second appeal on merits.

10. In view of the aforesaid, this Court vide its judgment dated
19.07.2022, had disposed of the second appeal on the basis of the
compromise, in between appellant and respondent nos. 2/1/1, 2/1/2 and
respondent nos. 3/1 to 3/5; and the compromise deed was made part of
the decree. Thereafter, the Court in its order dated 29.07.2024 has
recorded that prima faice it appears that the sole plaintiff was pressing
his rights, and he has died pending appeal, and his heirs i.e. his widow
and two sons have settled the dispute with the respondents; but for one
i.e. respondent no.2/2.

Facts of the Case

11. The plaintiffs had filed the suit for cancellation of Will dated
06.12.1971, alleged to have been executed by Sri Shankar Dutt Pathak
(herein after referred as “Testator”), in favour of defendant No.1; and he
had further sought a relief for partition of his half share in the property in
dispute and a declaration to the said effect.

12. It is an admitted position that Testator was survived by his two sons,
namely, Keshav Dutt and Hari Dutt-defendant No.1; and defendant Nos.
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                                                       SAPL No. - 2785 of 1980

2 and 3, i.e., Bal Dutt and Amba Dutt, both sons of Hari Dutt. Testator
died on 06.05.1972, who is also grandfather of the plaintiff, i.e., Bhanu
Datt, son of Keshav Datt-plaintiff.

Case of the plaintiff

13. The property in question is an ancestral property and the family was
a Joint Hindu Family in which the plaintiff has got half share. The
business was carried on in the name of Shankar Dutt Pathak-Testator and
when he became old, the work was done by defendant No. 1 as Karta of
the Joint Hindu Family. The mother of the plaintiff also died in the year
1961, in his village.

14. The plaintiff is a Government servant and at the time of filing of the
suit he was Director, Central Ground Water Board, Lucknow; and was
living outside, most of the time and came to his village on holidays.

15. The Will was executed on 06.12.1971 by Testator and within six
months, he died on 06.05.1972; and when the plaintiff came to his
village, he came to know that defendant No. 1 has moved an application
for mutation on the basis of the Will and he was surprised to know that
he has been excluded and the entire property has been given to defendant
No. 1.

16. It is the case of the plaintiff that since 1949 till the date of his death,
Shankar Dutt Pathak used to write to him regularly and he also sent
money orders of small amounts, which were accepted by him and there
was no bitterness in the relationship; and on the contrary Shankar Dutt
Pathak loved his grandson, i.e. the plaintiff; and on account of his old
age, he had become feeble and being completely dependent on the
defendants, became of a feeble mind; and as such the circumstances
surrounding the execution of the Will, was by way of exercising undue
influence; and as such the same is liable to be vitiated on the said
ground.

17. The second contention of the plaintiff/appellant is that no reasoning
has been given in the Will, as to why he has been disinherited by the
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                                                        SAPL No. - 2785 of 1980

Testator and further the narration in the Will that plaintiff did not take
care of the Testator and the house, is indicative of the fact that the
Testator was pressurized and coerced to write the Will, since the Testator
loved the plaintiff, as he was his grandson.

18. It is also the case of the plaintiff that the narration in the Will, that in
future the Testator has no hope from the plaintiff, is also indicative of
undue influence, as there was never any hard feelings between the
Testator and the plaintiff; and on the contrary, the Testator used to share
all the details regarding his health and well-being with the plaintiff and
at no point of time any apprehension or complaints, regarding the issue
pertaining to the house or ignorance otherwise, was made by the testator.
Plaintiff took care of his grandfather and the entire family and used to
help the family in all possible manners; and also used to send money in
the marriages and other works of the family; and as such his
disinheritance from the normal line of succession is indicative of
suspicious circumstances and the dominant status of defendant No. 1,
coupled with the feeble health of the testator, clearly indicates that there
was coercion and undue influence, which has resulted in the execution of
the Will dated 06.12.1971.

19. Plaintiff has also alleged that the Will was executed by playing fraud
and in collusion with witnesses, scribe and the Sub-Registrar and as such
the Will dated 06.12.1971 is illegal and null and void and liable to be
cancelled.

20. Though a dispute has also been raised in relation to the signature of
the Testator but during the course of the argument, learned counsel for
the appellant submitted that he is not pressing on the said ground and is
confining his argument on the aforementioned issues, i.e., primarily that
the Will was surrounded by suspicious circumstances and was an
outcome of undue influence, which onus he had discharged, but the
burden of proof which was on the defendants, has not been discharged
and no evidence has been led to remove the suspicious circumstances,
enveloping the execution of the Will.
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                                                     SAPL No. - 2785 of 1980

Case of the defendant

21. The defendants had set up a case, that the Testator had borne the
expenses of studies of the plaintiff and he was even sent for higher
studies to America. Thereafter, the plaintiff got service in the year 1949
and was in a good position in his service; but he became separated from
his family and even did not keep his mother, who lived with the
defendants and even died in the village.

22. It was not denied by the defendants that the plaintiff used to send
money to the Testator but it was a very nominal amount and Sri Shankar
Dutt Pathak-Testator did not like to take that money and he was very
much displeased with the plaintiff; since he never cared for his
grandfather and even the plaintiff's wife never took care and as such he
used to be very displeased.

23. It is also the case of the defendants that the plaintiff was fully aware
of the Will and its execution; and the Will was never kept secret. The
Will was executed with the free will and after fully understanding the
import of the deed and further it was a registered Will.

24. It can also be ascertained from the record, i.e., from the cross
examination of PW-2 (Bhanu Dutt), who stated that for the period from
1949 to 1961 (13 years), i.e., till the death of plaintiff’s mother, she
resided with him only for 7-8 months and she was seriously ill for 1-2
months prior to her death. She was being treated at Azamgarh, but
plaintiff did not know the name of the doctor, or whether the treatment
was Allopathic, Homeopathic or Ayurvedic. She was looked after by the
testator.

25. The Will was read by the Testator and then he had put his signature
on the same, in front of the two attesting witnesses and thereafter the
same was registered in the office of the Sub-Registrar.

26. The perusal of the Will clearly indicates that the Testator had given
reasons for disinheriting the plaintiff, since he did not take care either of
the Testator or the ancestral house and the Testator did not have any hope
                                      7
                                                       SAPL No. - 2785 of 1980

from the plaintiff in future also; and the Will not only gives the reason
for disinheriting the plaintiff but also gives the reason for executing the
same in favour of the defendant.

27. Section 63 of the Act, 1925 only requires that the attestation shall be
by two or more witnesses and it does not mandate that they must be from
the testator's village, co-sharers or relatives; whereas the witnesses were
known to the testator; while the trial court did not dispute the quality or
credibility of the attesting witnesses and the scribe is competent and
natural witness to a document which he has drafted. The allegations of
undue influence was baseless and no evidence was led, except for a bald
statement; and it is settled law that undue influence cannot be presumed
but to be proved by the person who is alleging the same.

28. The perusal of the Will clearly indicates that defendant No.1 was the
only surviving son of the Testator and he was living with him in his
ancestral property and taking care of his father in the old age, including
the agricultural property belonging to the testator.

29. The Will clearly stated that during the lifetime of the testator, he shall
be owner of the property in question and thereafter defendant No.1 shall
be the sole owner.

30. In view of the aforesaid, there are no suspicious circumstances and
by examining one of the attesting witnesses of the Will, the requirement
of law, both for discharging the onus to establish that there are no
suspicious circumstances and also the execution of the Will as per law,
has been discharged.

31. It is admitted between the parties that Sri Shankar Dutt Pathak-
Testator was a teacher in Wesley High School, Azamgarh and used to get
pay of Rs. 30/- to Rs. 60/- per month and his income being meager one,
he had also undertaken other business and out of the income of the said
business, the property in question was a self-acquired property and only
a portion of the house marked as letter अ, ब, स, द in the plaint map, is
ancestral.
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                                                       SAPL No. - 2785 of 1980

Findings of the Trial Court-

32. The trial court had framed the following issues:-

      1. Whether the will-deed, dated 6.12.1971 was duly executed by
      Shankar Dutt?

      2. Whether on 6.12.71 Shankar Dutt was in a sound disposing
      capacity?

      3. Whether the will-deed, dated 6.12.71 was executed under undue
      influence of the defendant no. 1?

      4. Whether the property in dispute was acquired by Ishwar Dutt or
      was the exclusive property of Shankar Dutt?

      5. Whether on 6.2.71 the plaintiff was the member of the joint
      Hindu family of Shankar Dutt or had separated, as alleged by the
      defendants?

      6. Whether the will-deed, dated 6.2.71 is liable to be cancelled?

      7. Whether the plaintiff is entitled to any share in the property in
      suit if so, what?

      8. Whether the suit is barred by section 115 of the Evidence Act?

      9. Whether the court-fee paid is insufficient?

      10. Whether the plaintiff is right to sue?

      11. Whether the suit is bad for misjoinder of the defendant 2 and
      3?

      12. To what relief, if any, is the plaintiff entitled?

      13. Whether the Bhumidhari plots no. 89A, area 210 Kari and plot
      no. 86, area 300 Kari are also the subject matter in suit, as has
      been alleged by the defendant in W.S. para 7A2, If so, its effect?

33. The trial court decided the Issue Nos. 1, 2, 3 and 6 together and
though considered the admitted position that Sri Shankar Dutt Pathak-
                                     9
                                                     SAPL No. - 2785 of 1980

Testator bore all the expenses of studies of the plaintiff, including
sending him abroad and the fact that the plaintiff was in Government
service since 1949 and was well positioned in his service; but on account
of the old age of the testator, the trial court proceeded to evaluate the
evidence, which was led by the parties to examine the circumstances;
and came to a conclusion and gave a finding that the defendants were
unable to discharge their onus and the statement of DW-3 and DW-2
were not believable. The trial court also returned a finding that there is
no witness of the village, in the Will and that the scribe who purchased
the stamp on which the Will was written, he could not say whether any
draft was prepared by the scribe, before writing the Will.

34. The witness only stated that Bhagwan Pandey, read over the deed to
the Testator and thereafter the deed was taken to the registration office.
However, the said Bhagwan Pandey was not examined, and he also did
not go inside the registration office; therefore, it cannot be said that the
Sub-Registrar read over and explained the deed to the executant.

35. While deciding the said issue, it was also the finding of the trial court
that Sri Yogendra Nath Dixit-DW-2, who was scribe of the Will, had also
signed the Will as the attesting witness, but he did not say that the other
witness signed on the Will in his presence. He had also said that
Bhagwan Pandey had not come with Shankar Datt Pathak-Testator but
he came after half an hour of his arrival. DW-2 also stated that no
paperwork was given by Shankar Datt Pathak-Testator to him in
connection with the writing of the Will, and he had clearly stated that the
Will was not read over to Shankar Datt Pathak-Testator but he himself
had read the document.

36. Also, the statement of DW-3, i.e., Hari Datt Pathak, who is son of
Shankar Datt Pathak-Testator and in whose favour the Will is written,
was also not found satisfactory, as no evidence was led by the defendants
that the Will deed was read over and explained to Testator and therefore
the trial court gave a finding that under the circumstances of the case, it
cannot be said that it was the mental act of Shankar Datt Pathak-Testator.
                                     10
                                                     SAPL No. - 2785 of 1980

37. The trial court also gave a finding that the relationship is of father
and son, therefore, there would be a presumption of fiduciary
relationship and the deed does not appear to be a convincing deed; and
defendants have not shown any valid reason to exclude the plaintiff from
the succession.

38. The trial court on the aforesaid premise found it strange that no
witness from the village was present and as such undue influence can be
inferred; and on account of the old age, the Testator was not in a
disposing capacity. The trial court also gave a finding that the execution
of the Will was surrounded by suspicious circumstances and the
condition of the testator’s mind also appears to be feeble; and the onus
was on the propounder of the Will to discharge any inference that there
were suspicious circumstances in execution of the document, which has
not been discharged by the defendants; and while on the other hand, the
plaintiff's evidence in the form of various letters written by the Testator
establishes that the relationship between the Testator and his grandson,
i.e., the plaintiff, was good and accordingly his disinheritance from the
line of succession, raises suspicious circumstances and the propounder
of the Will has not been able to dislodge the said fact.

39. The trial court found that the statement of the plaintiff and the
circumstances are sufficient to show that the Will was not genuine and
the burden shifts on the defendants to prove that the Will is genuine and
to remove all the suspicious circumstances which arose in the case; but
the defendants had not been able to remove the said suspicious
circumstances in this case by cogent and satisfactory evidence.

40. The trial court also relied heavily on the issue that neither the scribe
or the Sub-Registrar read over the Will to the Testator and mere
registration of the Will, may not prove that it is a genuine document.

41. In view of the aforesaid fact based findings, the trial court held that
Shankar Datt Pathak-Testator was not in a sound disposing capacity on
06.12.1971 and the Will was executed under undue influence of
defendant No.1.
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                                                     SAPL No. - 2785 of 1980

42. The findings on the other issues are not contentious and parties have
confined their argument to the issue of cancellation of the Will alone and
as such, other issues are not being dealt with.

First Appellate Court

43. This Court finds that no separate issues were framed by the lower
appellate court, and accordingly, as to whether the procedural
irregularity of not framing the issue is fettered or not, shall be
determined after examining the said judgment of the first appellate court;
and it is also imperative to see that in case of failure on the part of the
first appellate court in discharging its obligation of framing issues,
whether it is prejudicial to either of the parties and wherein the parties
have suffered on account of absence of knowledge that a particular
question is in issue, resulting in failure to lead evidence on the point; or
whether the parties were not only aware of the point in controversy but
have also led evidence and advanced their submission; and in such cases,
can the judgment of the first appellate court warrants interference on the
issue of non-determination of some sufficient issue.

Discussion/Findings of The First Appellate Court

44. The first appellate court on the issue of cancellation of Will, which is
only being pressed by the appellant herein, found that all the three
defendants-appellants, had filed a joint written statement and pleaded
that the allegations of the plaintiffs are wrong and that Shankar Dutt
Pathak-Testator, had spent a lot of money on the higher education of
plaintiff and also spent money, for sending him to America; and since
1949 when plaintiff became a government servant, he took his family
and separated himself from the joint family, on account of which the
Testator remained unhappy with the plaintiff and therefore he willingly
executed the Will in favour of the defendants, with his full knowledge
and consciousness.

45. Shankar Dutt Pathak was a teacher in a school and had a meager
income, while he purchased the major portion of the property from his
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                                                    SAPL No. - 2785 of 1980

business and as such the property was a self-acquired property. The
defendants contested before the first appellate court on the premise that
primarily the Will is a registered Will and has a presumption regarding
its validity and also argued on the basis of the evidence, that the Will
executed in their favour has been proved as per law, by examining one of
the attesting witnesses, who had clearly stated regarding the execution of
the Will, after the same being read by the Testator himself and that there
did not appear to be any coercion or undue influence on the Testator at
the time of execution of the said Will; and by doing so they have
discharged their burden, as a propounder of the Will.

46. The court found that even after the execution of the Will, Sri Shankar
Datt Pathak-Testator remained alive for six months and he wrote several
letters, i.e., letter dated 16.12.1971 and 14.02.1972, etc., which
demonstrated that he had full mental capacity, even after the execution of
the Will dated 06.12.1971.

47. It also found that the defendants were the one who were taking care
of the testator, i.e., their father, in the old age and therefore there is
nothing in the circumstances that can be said to be suspicious; whereas
the plaintiff was on government duties in different far away places like
Jaipur, etc., being a Central Government servant and was posted
throughout India.

48. It is also not the case of the plaintiff that he was taking care of his
grandfather in times of his illness and on the other side he has taken
away his wife and children with him; and it was the defendant who was
taking care of his father, which only shows that there must have been
great love and affection for the defendants; and since the plaintiff was
given higher education by a petty teacher like Shankar Datt Pathak-
Testator and money was also contributed by him in sending the plaintiff
to America; therefore there is nothing suspicious in case, he has decided
to not give his property to his grandson, who was otherwise well settled,
but to his son who has taken care of him in the old age, while also
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                                                   SAPL No. - 2785 of 1980

considering the money spent on the education of the plaintiff, which was
instrumental in getting him a good government service, sufficient.

49. The reasoning given in the Will also indicates that it was the
defendant who was taking care of the agricultural property, as well as
Shankar Dutt Pathak-Testator, which reasoning does not appear to be
very suspicious. The court also gave a considered finding that the
registered Will cannot be cancelled on the basis of conjectures and
surmises.

50. The first appellate court also found that no evidence was led by the
plaintiff to demonstrate that the Testator was not well at the time of
execution of the Will and the only evidence which was produced, i.e., of
a neighbour Sri Shiv Dutt, who was found to be inimical to the
defendants on the ground of several litigations.

51. The plaintiff had also not produced any Doctor or Vaidh who was
treating Sri Shankar Dutt Pathak-Testator at the time of illness; and as
such no evidence was produced to demonstrate that Sri Shankar Dutt
Pathak-Testator, was unable to understand the contents of the Will and
the documents.

52. The various money orders sent by the plaintiff, for an amount of Rs.
50/- or Rs. 200/-, cannot infer great love and affection of the Testator.
Maybe the plaintiff was trying to repay the loan or money spent on him,
for the purposes of sending him, for higher education to America.
Similarly, if any money was sent to the family, during wedding etc. itself
cannot be inferred to mean that the reasoning for his disinheritance from
the normal line of succession, by way of Will in question, was
suspicious.

53. The first appellate court, on the examination of the evidence of the
defendants, has also given a finding that there is nothing material
inconsistency in the statement of defense witnesses, which may go to the
root of the matter. Statement has to be read as a whole and minor
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                                                     SAPL No. - 2785 of 1980

contradictions are generally found in the illiterate villagers, i.e.,
witnesses like Bal Dutt.

54. The Plaintiffs herein have not pressed the issue of execution of the
Will on the premise of forged signature etc., therefore this Court is not
going into the said question.

55. The first appellate court, on examination of the evidence, also found
that Shankar Dutt Pathak-Testator had included his self-acquired money
and property in his ancestral property, and nothing to the contrary was
even alleged in the plaint nor by any evidence. This factor has also not
been pressed by the appellants, therefore nothing further is being
reconsidered.

56. In consideration of the evidence and there being no material
contradiction in the statement of the defendants, the first appellate court
had set aside the judgment and decree of the trial court.

Issues:-

1. Whether, non framing of point of determination by the First Appellate
Court, as provided under Order 14 Rule 1 of Civil Procedure Code
(CPC), resulted in the prejudice to the plaintiff/appellant or not?

2. Whether in the absence of one of the alleged attesting witnesses to the
Will, the compliance of Section 63 of the Indian Succession Act, 1925
was done?

3. Whether the Will was a conscious mental act of the alleged Testator,
Shankar Dutta Pathak, when there is absolutely no evidence on behalf of
the defendant that he was physically and mentally alert and fit to execute
the Will?

4. Whether merely on account of the fact that the defendant was in a
fiduciary capacity, over the assets and property of the Testator; and also
the fact that the alleged Testator was an old man of 80 years, could it be
held that suspicious circumstances existed as there was evidence to
demonstrate, undue influence on the Testator, to nullify the Will?
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                                                    SAPL No. - 2785 of 1980

Issue No.1

     Whether, non framing of point of determination by the First
     Appellate Court, as provided under Order 14 Rule 1 of Civil
     Procedure Code (CPC), resulted in the prejudice to the
     plaintiff/appellant or not?

57. Learned Counsel for the appellant has submitted, that no point of
determination was framed by the first appellate court, which resulted in
prejudice to the appellant; and since Order XIV Rule (1) of Civil
Procedure Code (CPC), provides for framing of issue, thereby non-
framing of the issues, the judgment of the first appellate court stands
vitiated.

58. For ready reference, Order XIV Rule 1 is reproduced below:-

                  “ORDER XIV
SETTLEMENT OF ISSUES AND DETERMINATION OF SUIT
               ON ISSUES OF LAW
                 OR ON ISSUES AGREED UPON
     1. Framing of issues. (1) Issues arise when a material
     proposition of tact or law is affirmed by the one party and
     denied by the other.
     (2) Material propositions are those propositions of law or fact
     which a plaintiff must allege in order to show a right to sue
     or a defendant must allege in order to constitute his defence.
     (3) Each material proposition affirmed by one party and
     denied by the other shall form the subject of distinct issue.
     (4) Issues are of two kinds:
        (a) issues of fact,
        (b) issues of law.
     (5) At the first hearing of the suit the Court shall, after
     reading the plaint and the written statements if any, and [after
     examination under rule 2 of Order X and after hearing the
     parties or their pleaders], ascertain upon what material
     propositions of fact or of law the parties are at variance, and
     shall thereupon proceed to frame and record the issues on
     which the right decision of the case appears to depend.
                                    16
                                                    SAPL No. - 2785 of 1980

      (6) Nothing in this rule requires the Court to frame and
      record issues where the defendant at the first hearing of the
      suit makes no defence.”
59. Before proceeding further, it is imperative to delve into the statutory
provisions as well as the existing jurisprudence, which has been
developed by this court as well as the Apex Court, while addressing the
issue of importance of framing of issues.

60. Section 2 (ix) of CPC, 1908 (hereinafter referred to as CPC) provides
that ‘judgment’ means the statement given by the Judge of the grounds
of a decree or order.

61. Section 2(2) of the CPC, provides that ‘decree’ means the formal
expression of an adjudication which, so far as regards the Court
expressing it, conclusively determine the rights of the parties with regard
to all or any of the matters in controversy in the suit and may be either
preliminary or final.

62. In the case of Makhan Lal Bangal v. Manas Bhunia & Ors1., the
importance of framing of issues was considered and it was held that it is
an imperative stage in any civil proceeding, as it narrows down the scope
of trial, by separating wheat from chaff.

63. The issues framed indicate the real disputes between the parties
which is to be determined.

64. In Ramesh Chand Ardawatiya v. Anil Panjwani2, it was held that in a
case where the Court is proceeding ex parte, the Court is not bound to
frame issues under Order XIV and deliver the judgment on every issue,
as required by Order XX Rule 5; yet the trial court should scrutinize the
available pleadings and documents, consider the evidence adduced and
would do well to frame the ‘points of determination’ and then only
proceed to construct the ex parte judgment, dealing with the points at
issue, one by one.




1   (2001) 2 SCC 652
2   (2003) 7 SCC 350
                                      17
                                                    SAPL No. - 2785 of 1980

65. In the case of Maya Devi v. Lalta Prasad3, the Apex Court has held
that in case the defendant has been proceeded against ex parte, it is a
duty of the Court to pass to decree only after ascertaining the factual and
legal veracity of the claim of plaintiff.

66. Therefore, what ensues from the aforesaid decision is that, it is
imperative that issues must be framed in any civil proceedings, as it
gives a clear indication to the parties, as to on what issues they are at
loggerheads; and it is only after the knowledge of the issues, that the
parties can lead evidence.

67. The Courts even examined that in case the proceedings are ex parte,
then also it is well advised that the ‘point of determination’ must be
framed and only after ascertaining the factual and legal veracity of the
claim of the plaintiff, a judgment should be constructed.

68. In practice, the trial court first frames issue after examining the
pleadings i.e. the focal point on which a trial is to proceed, while
explicitly listing the ‘points of determination’.

69. Order XX Rule 5 CPC further reinforces this — if issues have been
framed in the suit, the Court ‘shall state its finding or decision, with
reasons, upon each separate issue’; and a judgment that omits discussion
of the issues in dispute is defective, as the judgment must answer each
such dispute (issues).

70. The points of determination in a judgment are essentially the legal
and factual issues the Court must resolve.

71. The basic intent for providing this procedural aspect, is that the
parties must know the issues, which shall be considered and form the
basis of the decision, so that they can lead evidence; and in absence of
such framing of issues and indication to the contesting parties, they may
later on allege that no opportunity of adducing the evidence was given to
them; but where the parties go to trial with knowledge that a particular
question is in issue, though no specific issue has been framed thereon
and adduce evidence relating thereto, later on merely on the aforesaid
3   (2015) 5 SCC 588
                                      18
                                                     SAPL No. - 2785 of 1980

technicalities of the procedural requirement, one cannot argue that the
entire trial, has vitiated. (Ref: Nagubai Ammal & Ors. v. B. Shama Rao
& Ors.4)

72. In view of the aforesaid what can be culled out is that, the test for
finding whether omission to frame issues cause prejudice to the parties
or not, can be made on the touchstone, as to whether parties that go to
trial had knowledge that-

(i) a particular question is in issue; and

(ii) parties had opportunity to lead evidence on that issue.

73. The Apex Court in the recent case of Pramod Shroff v. Mohan Singh
Chopra5, reiterating the aforesaid test, considered the various judgments
and laid down the ratio that omission to frame an important issue may
sometimes cause prejudice to parties, resulting in failure to lead evidence
on point; but where parties are not only aware of the point in controversy
but also led evidence and advanced their submission, the courts are not
justified in interfering with the findings of facts of the courts below.
(Ref: Sayeda Akhtar v. Abdul Ahad6)

74. The Apex Court in the case of Rishabh Chand Jain & Anr. v. Ginesh
Chandra Jain7, also held that procedural irregularities of not framing
issues was inconsequential; what is to be seen is the effect and not the
procedure.

75. The effect of Order XIV Rule 1 was considered and the following
observations were made:-

      “13. In terms of Section 2(2) of the Code, in case, the court
      adjudicating the case, conclusively determines the rights of
      the parties with regard to any one or more or all of the
      matters in controversy in the suit, the requirement of decree
      is satisfied. Such determination can be preliminary or final.
      Rejection of a plaint is deemed to be a decree under Section
      2(2) of the Code. Only two orders are excluded - (i) any
      adjudication from which an appeal lies as an appeal from an
4   (1956) 1 SCC 698
5   2026 SCC OnLine SC 598
6   (2003) 7 SCC 52
7   (2016) 6 SCC 675
                                      19
                                                        SAPL No. - 2785 of 1980

     order, and (ti) any order of dismissal for default. Order 43 of
     the Code has provided for appeals from orders. The
     impugned order does not come under Order 43. The order
     has conclusively determined the rights of the parties with
     regard to one of the matters in controversy in the suit viz. res
     judicata. True, it is not an order passed on framing an issue.
     But at the same time, there is adjudication on the controversy
     as to whether the suit is barred by res judicata in the sense
     there is a judicial determination of the controversy after
     referring to the materials on record and after hearing both
     sides.
     14. The impugned order dismissing the suit on the ground of
     res judicata does not cease to be a decree on account of a
     procedural irregularity of non-framing an issue. The court
     ought to treat the decree as if the same has been passed after
     framing the issue and on adjudication thereof, in such
     circumstances. What is to be seen is the effect and not the
     process. Even if there is a procedural irregularity in the
     process of passing such order, it the order passed is a decree
     under law, no revision lies under Section 115 of the Code in
     view of the specific bar under sub-section (2) thereof. It is
     only appealable under Section 96 read with Order 41 of the
     Code.”
76. In the present appeal, the appellants have confined their challenge to
the registered Will, mainly on the ground that on account of old age of
the Testator, i.e. being 81 years, itself is a sufficient fact, to indicate that
the Will was executed under the suspicious circumstances, coupled with
the fact that the fiduciary relationship of father and son, would suffice in
the facts of the present case.

77. The plaintiffs have also alleged that the narration in the Will, to the
effect that the plaintiff was not taking care of the Testator and in future
also he does not have any hope, is another factor to indicate that there
was some undue influence on the Testator to execute the Will; since they
had discharged their burden to indicate the suspicious circumstances or
to create a cloud over the Will, while adducing evidence to the effect that
since 1949 till the death of the Testator in the year 1972, there was
regular communication by way of letters between the plaintiff and the
Testator, and it can be seen that there was never any hard feelings or
                                     20
                                                      SAPL No. - 2785 of 1980

complaints between the parties, or even after the execution of the Will,
when communication was made by way of letters, the Testator never
indicated that he has excluded the plaintiff from the natural line of
succession, by way of execution of the Will in question.

78. This issue was broadly framed by the trial court as Issue Nos. 1, 2, 3
and 6 and dealt with together. The aforesaid fact itself establishes that
the plaintiff and the defendant were very much aware of the issues which
are being considered by the trial court, for the purposes of construction
of the judgment; and accordingly the parties had led their evidence.

79. It is not the case of the plaintiff-appellants that they were taken by
surprise, with respect to any issue or that they were prevented for want
of knowledge with respect to any issue, to lead any evidence; and as
such the twin test which has been considered by the court in the
preceding paragraph are met.

80. The plaintiff-appellants cannot allege any kind of prejudice being
caused to them for want of knowledge, by leading the evidence on the
issues.

81. It is trite in law, that once the plaintiff and the defendant are aware of
the issues and the grounds which are being sought to be raised, in
relation to a relief being claimed, and they have led evidence on the said
issue, the mere procedural irregularity of not following the mandate of
Order XIV of CPC, itself cannot be a ground to vitiate the finding of fact
and the decision on merit by the court. It is imperative that one of the
parties will have to demonstrate that by non-framing of the issues, as per
the procedure under CPC, a prejudice has been caused.

82. There cannot be any occasion to interfere in the judgment of the
courts, which has dealt the factual as well as the legal issue and has
given a finding with reasoning in the judgment.

83. Therefore, this Court has no hesitation in holding that by mere non-
adherence of Order XIV of CPC, the first appellate court's judgment is
liable to be vitiated or interfered with by this Court.
                                    21
                                                    SAPL No. - 2785 of 1980

Issue No. 2

Whether in the absence of one of the alleged attesting witnesses to the
Will, the compliance of Section 63 of the Indian Succession Act, 1925
was done.

84. The perusal of Section 63 of the Act, 1925 indicates that every
Testator shall sign or affix his mark to the Will and shall be so placed
that it shall appear that it was intended thereby to give effect to the
writing as a Will.

85. The Will is required to be attested by two or more witnesses, each of
whom must confirm that they have seen the Testator’s sign or affix his
mark to the Will and by the direction of the Testator, each of the
witnesses shall sign the Will in the presence of the Testator; but it shall
not be necessary that more than one witness be present at the same time,
and no particular form of attestation shall be necessary.

86. For ready reference, Section 63 of the Act, 1925 is reproduced
below: -

     “63. Execution of unprivileged Wills.—
     Every Testator, not being a soldier employed in an expedition
     or engaged in actual warfare, or an airman so employed or
     engaged, or a mariner at sea, shall execute his Will according
     to the following rules:—
     (a) The Testator shall sign or shall affix his mark to the Will,
     or it shall be signed by some other person in his presence and
     by his direction.
     (b) The signature or mark of the Testator, or the signature of
     the person signing for him, shall be so placed that it shall
     appear that it was intended thereby to give effect to the
     writing as a Will.
     (c) The Will shall be attested by two or more witnesses, each
     of whom has seen the Testator sign or affix his mark to the
     Will or has seen some other person sign the Will, in the
     presence and by the direction of the Testator, or has received
     from the Testator a personal acknowledgement of his
     signature or mark, or the signature of such other person; and
     each of the witnesses shall sign the Will in the presence of
                                    22
                                                   SAPL No. - 2785 of 1980

     the Testator, but it shall not be necessary that more than one
     witness be present at the same time, and no particular form of
     attestation shall be necessary."
87. It is an admitted fact that DW-2 was the attesting witness to the Will
and in his statement he has specifically stated that the Testator had read
the Will on his own and thereafter had signed in front of him, and
thereafter had asked DW-2 to sign as an attesting witness. The other
witness had also signed in front of him. He had also stated that there was
no coercion or influence on the Testator and he was of sound mind at the
time of execution of the Will.

88. There was nothing in his cross-examination also which could have
contradicted his statement, and merely because he was not able to give
the details of the family members of the beneficiaries of the Will, could
not be considered as a chink in his armor. He had given specific details
regarding the execution and the registration of the Will and there is also
an evidence that the Testator wanted execution of the Will, in favour of
his only surviving son; which cannot be termed as suspicious
circumstances.

89. He had given minute details, to the extent that when the Will was
given to the Testator, he had removed his glasses as his distant vision
was only impaired and he could read. He had also stated that he had
accompanied the Testator before the Registrar and the registration took
10 to 12 minutes, where identification mark of Shankar Dutt and
Bhagwan Dutt was taken and he had also signed, whereafter he received
the receipt of the same and later on the Testator, i.e. Shankar Dutt, had
come to take the registered copy of the Will which was obtained by him;
and as such there was no coercion or pressure on the Testator of the Will.
He had also stated that he knew Shankar Dutt as he was a student in the
same school where Shankar Dutt was teaching and later on he had
retired. He had also stated that he at times met Shankar Dutt in the
market.
                                     23
                                                     SAPL No. - 2785 of 1980

90. In the case of Naresh Charan Das Gupta Vs. Paresh Charan Das
Gupta8, it was held that burden of proving undue influence rests squarely
on the party who alleges it; and merely because a person may be in a
position to influence the testator, itself cannot be perceived as the actual
exercise of undue influence; but it must be proved that the said power
was actually exercised.

91. A fiduciary relationship, such as a son caring for a father, does not
automatically lead to a presumption of undue influence in testamentary
cases; and accordingly the presumption by the Trial Court, merely on the
basis of a relationship of a son and a father, was erroneous. There was no
specific pleadings of act of coercion or fraud and the reversal of the
burden by the Trial Court, was a fundamental error. For ready reference
paragraphs 6a, 8, 10 to 12 in the case of Naresh Charan Das Gupta
(supra) is reproduced below:-

      “6a. We have been taken through the entire correspondence
      that passed between the testator and the appellant and the
      members of his family. It shows that the testator was
      solicitous about the welfare of the appellant, and was
      enquiring about his health and sending him on occasions
      medicines; that he was affectionately disposed towards his
      children and was sending them presents of cloth; that latterly
      he had so far modified his attitude towards the wife of the
      appellant as to invite her and her children to Calcutta; that he
      himself stayed with them for some time at Jamshedpur and
      was giving advice to the appellant on matters connected with
      his employment. It was argued that there was thus a gradual
      change of heart on the part of the father towards the appellant
      and the members of his family, that the recitals in the will
      could not be reconciled with this change of attitude, and that
      they must have been inspired by respondent 1.
      We are unable to agree. It is one thing for a father who feels
      that he has been wronged by a disobedient son to wish him
      well in life, and quite another thing to give him any of his
      properties. In the whole of the correspondence which has
      been read to us, there is nothing to suggest that he wanted the
      appellant to share in the estate. On the other hand, there are
      indications that even when the appellant was in financial
8. (1955) AIR (SC) 363
                               24
                                               SAPL No. - 2785 of 1980

difficulties, the testator considered that he was under no sort
of obligation to come to his help. Vide Exs. 5(c) and C(1). It
may be mentioned that after making the will on 28-11-1943
the testator continued to correspond with the appellant and
the members of his family precisely in the same terms as
before. Vide Exs. B(2), C(4) and A(10). That shows that the
two currents of natural affection and settlement of properties
flowed in distinct channels, and that the change in the course
of the one had no effect on the direction of the other.
8. It was also argued that the dispositions in the will were
unnatural in that the appellant had been practically
disinherited and his children altogether ignored. This by itself
cannot lead to any inference of undue influence on the part of
the first respondent. Having regard to the character of the
testator and his feelings in the matter it is not a matter for
surprise that he should have cut off the appellant with a small
legacy. It must also be mentioned that the net value of the
assets as given in the probate petition is Rs. 23,865-10-9 and
if the other legacies and charges are deducted, what was
bequeathed to the first respondent cannot be said to be very
considerable. It also appears that at that time his salary was
Rs. 60/- per mensem and that he had a number of children,
whereas the appellant is stated to have had a basic salary of
Rs. 250/- per mensem then. Respondent 1, his wife and
children have all along been dependants of the testator,
whereas the appellant had lived apart from him from 1920.
And it is not unnatural for the testator so to order the
distribution of his estate as to secure the continuance of the
existing state of affairs. The terms of the will, therefore,
cannot be relied on as intrinsic evidence of undue influence,
as contended for by the appellant.
10. It is elementary law that it is not every influence which is
brought to bear on a testator that can be characterised as
"undue". It is open to a person to plead his case before the
testator and to persuade him to make a disposition in his
favour. And if the testator retains his mental capacity, and
there is no element of fraud or coercion - it has often been
observed that undue influence may in the last analysis be
brought under one or the other of these two categories - the
will cannot be attacked on the ground of undue influence.
The law was thus stated by Lord Penzance in - 'Hall v. Hall',
(1868) 1 P& D 481 at p. 482 (C):
                                 25
                                                  SAPL No. - 2785 of 1980

"But all influences are not unlawful. Persuasion, appeals to
the affections or ties of kindred, to a sentiment of gratitude
for past services, or pity for future destitution, or the like,-
these are all legitimate and may be fairly pressed on a
testator. On the other hand, pressure of whatever character,
whether acting on the fears or the hopes, if so exerted as to
overpower the volition without convincing the judgment, is a
species of restraint under which no valid will can be made.
Importunity or threats, such as the testator has the courage to
resist, moral command asserted and yielded to for the sake of
peace and quiet, or of escaping from distress of mind or
social discomfort, -these, if carried to a degree in which the
free play of the testator's judgment, discretion, or wishes is
overborne, will constitute undue influence, though no force is
either used or threatened. In a word, a testator may be led,
but not driven; and his will must be the offspring of his own
volition, and not the record of some one else's".
Section 61 of the Indian Succession Act (39 of 1925) enacts
that,
"A will or any part of a will, the making of which has been
caused by fraud or coercion, or by such importunity as takes
away the free agency of the testator, is void." Illustration (vii)
to the section is very instructive, and is as follows :
"A, being in such a state of health as to be capable of
exercising his own judgment and volition, B uses urgent
intercession and persuasion with him to induce him to make
a will of a certain purport. A, in consequence of the
intercession and persuasion, but in the free exercise of his
judgment and volition, makes his will in the manner
recommended by B. The will is not rendered invalid by the
intercession and persuasion of B."
11. Even if we accept the evidence of Indira, the case would,
on the facts, fall within this Illustration. It is not disputed that
the testator was in full possession of his mental faculties.
There is no proof that the first respondent did or said
anything which would have affected the free exercise by the
testator of his volition. On the other hand, it is proved that
the first respondent had no act or part in the preparation,
execution, or registration of the will. It is a holograph will,
and the evidence of P. Ws. 1 and 2 is that it was the testator
himself who made all the arrangements for its execution, and
that it was actually executed at the residence of P. W. 1. The
                                        26
                                                        SAPL No. - 2785 of 1980

        document was presented for registration by the testator, and
        he kept it with was presented for registration by the testator,
        and he kept it with himself, and it was taken out of his cash
        box after his death. He lived for nearly a year after the
        execution of the will, and even on the evidence of Indira, he
        was often thinking of it, and discussing it, but declared that it
        should stand. The cumulative effect of the evidence is clearly
        to establish that the will represents the free volition of the
        testator, and that it is not the result of undue influence by the
        first respondent or his relations. It should be mentioned that
        Indira herself sought to enforce her rights under the will
        shortly after the death of the testator, and that the appellant
        also obtained payment of legacy under the will for a period
        of 15 months. No ground has been established for our
        differing from the High Court in its appreciation of the
        evidence, and we agree with its conclusion that the will is not
        open to question on the ground of undue influence.
        12. It was also argued for the appellant that there was no
        proof that the will was duly attested as required by S. 63,
        Indian Succession Act, and that it should therefore be held to
        be void. P. Ws. 1 and 2 are the two attestors, and they stated
        in examination-in-chief that the testator signed the will in
        their presence, and that they attested his signature. They did
        not add that they signed the will in the presence of the
        testator. Now, the contention is that in the absence of such
        evidence it must be held that there was no due attestation.
        Both the Courts below have held against the appellant on this
        contention.”
92. The first appellate court had found that, the perusal of Section 61 of
the Act, 1925, and Section 104 to 114 of the Evidence Act and in
consideration of the various case laws on the points, initially there was a
heavy burden on the plaintiff and only thereafter the burden would shift
onto the defendants, to remove any suspicious circumstances, with
regard to the execution of the registered Will, as a propounder of the
Will.

93. In view of the aforesaid, the defendant had clearly established by
way of evidence of DW-2, who is admittedly the attesting witness, that
in his presence the Testator had signed the Will and on his direction the
                                     27
                                                     SAPL No. - 2785 of 1980

attesting witness put his signature; as such requirement of Section 63 of
the Act, 1925 has been met.

94. Learned Counsel for the Appellant has relied upon a decision of the
Apex Court in the case of Rani Purnima Debi Vs. Kumar Khagendra
Narayan Deb9. Placing reliance on paragraph 5 and 7, the learned
Counsel for the Appellant has submitted that the manner of proving of a
Will does not differ from that of proving any other document, except as
to the special requirement of attestation prescribed in the case of a Will
by Section 63 of Act, 1925. Initially the onus is on the propounder of the
Will and also to establish the absence of suspicious circumstances
surrounding the execution of the Will. If there are allegations of undue
influence, fraud or coercion, the onus would be on the person alleging
the same.

95. Learned Counsel for the Appellant has submitted, that suspicious
circumstances can be anything e.g. an alleged signature of the Testator in
a shaky and doubtful manner, Testator's mind might appear very feeble
and debilitated, the dispossessions made in the Will might appear to be
unnatural, improbable or unfair or the dispossession may not be the
result of the Testator's free Will and mind. He submits that the
disposition in the Will with respect to the relation of the plaintiff and the
Testator was absolutely improbable and unfair, keeping in view the
evidence led by the plaintiff to the effect that the Testator was in
continuous conversation with him and used to disclose every detail
regarding his Will.

96. For ready reference paragraph 5 and 7 is reproduced below:

      “5. Before we consider the facts of this case it is well to set
      out the principles which govern the proving of a Will. This
      was considered by this Court in H. Venkatachala yengar v. B.
      N. Thimmajamma, (1959) Supp (1) SCR 426. It was
      observed in that case that the made of proving a Will did not
      ordinarily differ from that of proving any other document
      except as to the special requirement of attestation prescribed
      in the case of a Will by Section 63 of the Indian Succession

9   AIR 1962 Supreme Court 567
                                28
                                                SAPL No. - 2785 of 1980

Act. The onus of proving the Will was on the propounder and
in the absence of suspicious circumstances surrounding the
execution of the Will proof of testamentary capacity and
signature of the Testator as required by law was sufficient to
discharge the onus. Where, however, there were suspicious
circumstances, the onus would be on the propounder to
explain them to the satisfaction of the Court before the Will
could be accepted as genuine. If the caveator alleged undue
influence, fraud or coercion, the onus would be on him to
prove the same. Even where there were no such pleas but the
circumstances gave rise to doubts, it was for the propounder
to satisfy the conscience of the Court. Further, what are
suspicious circumstances was also considered in this case.
The alleged signature of the Testator might be very shaky and
doubtful and evidence in support of the propounder's case
that the signature in question was the signature of the
Testator might not remove the doubt created by the
appearance of the signature.
The condition of the Testator's mind might appear to be very
feeble and debilitated and evidence adduced might not
succeed in removing the legitimate doubt as to the mental
capacity of the Testator; the dispositions made in the Will
might appear to be unnatural, improbable or unfair in the
light of relevant circumstances; or the Will might otherwise
indicate that the said dispositions might not be the result of
the Testator's free Will and mind. In such cases, the Court
would naturally expect that all legitimate suspicions should
be completely removed before the document was accepted as
the last Will of the Testator. Further, a propounder himself
might take a prominent part in the execution of the Will
which conferred on him substantial benefits. If this was so it
was generally treated as a suspicious circumstance attending
the execution of the Will and the propounder was required to
remove the doubts by clear and satisfactory evidence. But
even where there were suspicious circumstances and the
propounder succeeded in removing them, the Court would
grant probate, though the Will might be unnatural and might
cut off wholly or in part near relations.
7. Let us now turn to the facts relating to the execution of this
Will. We have already pointed out that the High Court was of
the view that there were suspicious circumstances attending
the execution of the Will and that it was an unnatural Will.
The Testator left behind him his widow and his married
                                    29
                                                    SAPL No. - 2785 of 1980

     daughter (who are appellants before us) and an unmarried
     sister who was dependent upon him. Besides these, the
     Testator had a number of other relations who were much
     nearer to him than the respondent Even if we leave out of
     account the married daughter and the other nearer relations,
     the widow and the sister were certainly expected to be
     properly provided for by the Testator. It is not in dispute that
     the relations between the Testator and his wife and sister
     were good. In these circumstances, we should have expected
     something better than what is provided in the Will for these
     two, All that the Will says is that the wife and the sister
     would be suitably maintained by the respondent during their
     life-time. No amount is specified which should be given to
     these two ladies as maintenance and no charge is created on
     the properties left by the Testator which were considerable.
     In effect, the two ladies were left to the tender mercies of the
     respondent in the matter of their maintenance. Further the
     result of this Will is that the daughter would be completely
     disinherited. The Testator had a number of children but all
     had died many years before and only one daughter was alive
     at the time of his death. She was married and on behalf of the
     propounder it is said that the relations between the Testator
     mid her husband were not very happy. The evidence,
     however, does not show that the relations between the
     Testator and his son-in-law were particularly strained at the
     time of the execution of the Will. In any case there is no
     satisfactory evidence to show that relations between the
     Testator and his daughter were bad, even if the relations
     between him and his son-in-law were not of the best, In the
     circumstances we should have expected the Testator to make
     some provision for the daughter, particularly when it is said
     that she was not well-off. There is no doubt therefore that the
     Will is most unnatural and that is a suspicious circumstance
     which must be satisfactorily explained before the respondent
     can get letters of administration.”
97. The Court is in complete agreement with the ratio laid down by the
Rani Purnima Debi (supra) but the dispossession in the Will, in the facts
of the present case, under no circumstances can be said to be unnatural,
improbable or unfair, as already discussed herein above.
                                      30
                                                       SAPL No. - 2785 of 1980

98. In the case of Savithri and others Vs. Karthyayani Amma and
others10, it was held that the execution of the will itself is for altering the
natural mode of succession and as such the exclusion of the natural heirs
or being given a lesser share, by itself and without anything more,
cannot be held to be a suspicious circumstance. This is especially true
when the bequest is made in favour of offspring who care for the testator.

99. For ready reference paragraphs 11, 15, 19 and 20 is reproduced
below:-

      “11. We would proceed on the basis that at the time of
      execution of the said Will, the testator was unwell. The test,
      however, is as to whether he possessed mental capacity to
      understand the contents of the Will and whether the same
      was free and/or voluntary.
      15. We may, however, notice that according to the appellants
      themselves, the signature of the testator on the Will was
      obtained under undue influence or coercion. The onus to
      prove the same was on them. They have failed to do so. If the
      propounder proves that the Will was signed by the testator
      and he at the relevant time was in sound disposing state of
      mind and understood the nature and effect of disposition, the
      onus stands discharged. For the aforementioned purpose the
      background fact of the attending circumstances may also be
      taken into consideration. [See B. Venkatamuni v. C.J.
      Ayodhya Ram Singh and Others, (2006) 11 SCALE 148].
      19. Deprivation of a due share by the natural heirs itself is
      not a factor which would lead to the conclusion that there
      exist suspicious circumstances. For the said purpose, as
      noticed hereinbefore, the background facts should also be
      taken into consideration. The son was not meeting his father.
      He had not been attending to him. He was not even meeting
      the expenses for his treatment from 1959, when he lost his
      job till his death in 1978. The testator was living with his
      sister and her children. If in that situation, if he executed a
      Will in their favour, no exception thereto can be taken. Even
      then, something was left for the appellant.
      20. In Ramabai Padmakar Patil (Dead) though L.Rs. and
      Others v. Rukminibai Vishnu Vekhande and Others, (2003) 8
      SCC 537, this Court held:
10. 2008 AIR (SC) 300
                                               31
                                                                    SAPL No. - 2785 of 1980

      "8. A Will is executed to alter the mode of succession and by
      the very nature of things it is bound to result in either
      reducing or depriving the share of a natural heir. If a person
      intends his property to pass to his natural heirs, there is no
      necessity at all of executing a Will. It is true that a
      propounder of the Will has to remove all suspicious
      circumstances. Suspicion means doubt, conjecture or
      mistrust. But the fact that natural heirs have either been
      excluded or a lesser share has been given to them, by itself
      without anything more, cannot be held to be a suspicious
      circumstance, especially in a case where the bequest has been
      made in favour of an offspring...."
100. In the case of Mahesh Kumar (Dead) by L.Rs. Vs. Vinod Kumar
and others11, it was held that a suspicion or a doubt about a Will's
genuineness is more likely to arise, if the bequest is in favour of a third
party, rather than a natural heir. For ready reference paragraphs 30 of the
Mahesh Kumar (supra) is reproduced below:-

      “30. The fact that the appellant was present at the time of
      execution of Will dated 10.2.1992 and that the testator did
      not give anything to respondent Nos. 1 and 2 from his share
      in the joint family property are not decisive of the issue
      relating to genuineness or validity of the Will. The evidence
      produced by the parties unmistakably show that respondent
      No. 2 had separated from the family in 1965 after taking his
      share and respondent No. 1 also got his share in the 2nd
      partition which took place in 1985. Neither of them bothered
      to look after the parents in their old age. The attitude of
      respondent Nos. 1 and 2 left Shri Harishankar and his wife
      with no choice but to live with the appellant, who along with
      his wife and children took care of the old parents and looked
      after them during their illness. Therefore, there was nothing
      unnatural or unusual in the decision of Shri Harishankar to
      give his share in the joint family property to the appellant.
      Any person of ordinary prudence would have adopted the
      same course and would not have given anything to the
      ungrateful children from his / her share in the property.”
101. Similarly in the case of Swarnalatha and others Vs. Kalavathy and
others12, the Hon'ble Apex Court has held that the exclusion of a natural

11. 2012 (4) SCC 387
12. Civil Appeal No. 1565 of 2022 arising out of SLP (C) No. 13840 of 2019
                                      32
                                                     SAPL No. - 2785 of 1980

heir from a bequest cannot, by itself, be a ground to hold that there are
suspicious circumstances. The court cannot assess whether the
distribution of property was fair and equitable to all children.

102. The said judgment reinforces the principle that the testator has
absolute freedom of disposition and the courts cannot engage in any kind
of analysis of the fairness of the Will, which is beyond its jurisdiction;
and the role is limited to determining due execution and testamentary
capacity, not to applying a standard of fairness or questioning the
testator's reasons for excluding, is well settled.

103. For ready reference paragraph 25 of Swarnalatha (supra) is
reproduced below.

      “25. The law relating to suspicious circumstances
      surrounding the execution of a Will is already well-settled
      and it needs no reiteration. It is enough if we make a
      reference to one of the recent decisions of this Court in
      Kavita Kanwar vs. Mrs. Pamela Mehta and Ors.¹ where this
      Court referred to almost all previous decisions right from H.
      Venkatachala Iyengar vs. B.N. Thimmajamma². But cases in
      which a suspicion is created are essentially those where
      either the signature of the testator is disputed or the mental
      capacity of the testator is questioned. This can be seen from
      the fact that almost all previous decisions of this Court
      referred to in Kavita Kanwar (supra) list out circumstances,
      which in the context of the lack of sound and disposing state
      of mind of the testator, became suspicious circumstances. In
      the matter of appreciating the genuineness of execution of a
      Will, there is no place for the Court to see whether the
      distribution made by the testator was fair and equitable to all
      of his children. The Court does not apply Article 14 to
      dispositions under a Will.”
104. In the case of H. Venkatachala Iyengar Vs. B.N. Thimmajamma and
others13, it was held that it is the propounder's duty to prove due
execution and dispel any legitimate suspicion; and a Will is not rendered
invalid merely because it alters the normal line of succession in favour
of one heir.


13. 1959 AIR (SC) 443
                                    33
                                                    SAPL No. - 2785 of 1980

105. It is no doubt that the registered Will was in favour of the
defendants/opposite party and the law requires that the execution of the
Will has to be duly proved as per Section 63 of the Act, 1925; but once
having done so, the trial court erred in completely relying upon the
evidence of the plaintiff, by way of various letters being exchanged
between the plaintiff and his grandfather, to judge the exclusion of the
plaintiff from the normal line of succession; and as indicated herein
above, that it is not merely on ground of a fiduciary relationship that the
exclusion can be looked as a suspicious circumstance; especially when
the testator bequeaths property to one of his sons, who cared for him in
his old age.

106. For ready reference paragraphs 18 to 20 is reproduced below:-

     18. What is the true legal position in the matter of proof of
     wills ? It is well known that the proof of wills presents a
     recurring topic for decision in Courts and there are a large
     number of judicial pronouncements on the subject. The party
     propounding a will or otherwise making a claim under a will
     is no doubt seeking to prove a document and, in deciding
     how it is to be proved, we must inevitably refer to the
     statutory provisions which govern the proof of documents.
     Sections 67 and 68, Evidence Act are relevant for this
     purpose. Under S. 67, if a document is alleged to be signed
     by any person, the signature of the said person must be
     proved to be in his handwriting, and for proving such a
     handwriting under Ss. 45 and 47 of the Act the opinions of
     experts and of persons acquainted with the handwriting of
     the person concerned are made relevant. Section 68 deals
     with the proof of the execution of the document required by
     law to be attested; and it provides that such a document shall
     not be used as evidence until one attesting witness at least
     has been called for the purpose of proving its execution.
     These provisions prescribe the requirements and the nature of
     proof which must be satisfied by the party who relies on a
     document in a Court of law. Similarly, Ss. 59 and 63 of the
     Indian Succession Act are also relevant. Section 59 provides
     that every person of sound mind, not being a minor, may
     dispose of his property by will and the three illustrations to
     this section indicate what is meant by the expression "a
     person of sound mind" in the context. Section 63 requires
                                34
                                                 SAPL No. - 2785 of 1980

that the testator shall sign or affix his mark to the will or it
shall be signed by some other person in his presence and by
his direction and that the signature or mark shall be so made
that it shall appear that it was intended thereby to give effect
to the writing as a will. This section also requires that the will
shall be attested by two or more witnesses as prescribed.
Thus the question as to whether the will set up by the
propounder is proved to be the last will of the testator has to
be decided in the light of these provisions. Has the testator
signed the will ? Did he understand the nature and effect of
the dispositions in the will ? Did he put his signature to the
will knowing what it contained ? Stated broadly it is the
decision of these questions which determines the nature of
the finding on the question of the proof of wills. It would
prima facie be true to say that the will has to be proved like
any other document except as to the special requirements of
attestation prescribe by S. 63 of the Indian Succession Act.
As in the case of proof of other documents so in the case of
proof of wills it would be idle to expect proof with
mathematical certainty. The test to be applied would be the
usual test of the satisfaction of the prudent mind in such
matters.
19. However, there is one important feature which
distinguishes wills from other documents. Unlike other
documents the will speak from the death of the testator, and
so, when it is propounded or produced before a Court, the
testator who has already departed the world cannot say
whether it is his will or not; and this aspect naturally
introduces an element of solemnity in the decision of the
question as to whether the document propounded is proved to
be the last will and testament of the departed testator. Even
so, in dealing with the proof of wills the Court will start on
the same enquiry as in the case of the proof of documents.
The propounder would be called upon to show by
satisfactory evidence that the will was signed by the testator,
that the testator at the relevant time was in a sound and
disposing state of mind, that he understood the nature and
effect of the dispositions and put his signature to the
document of his own free will. Ordinarily when the evidence
adduced in support of the will is disinterested, satisfactory
and sufficient to prove the sound and disposing state of the
testator's mind and his signature as required by law, Courts
would be justified in making a finding in favour of the
                                     35
                                                    SAPL No. - 2785 of 1980

     propounder. In other words, the onus on the propounder can
     be taken to be discharged on proof of the essential facts just
     indicated.
     20. There may, however, be cases in which the execution of
     the will may be surrounded by suspicious circumstances. The
     alleged signature of the testator may be very shaky and
     doubtful and evidence in support of the propounder's case
     that the signature in question is the signature of the testator
     may not remove the doubt created by the appearance of the
     signature; the condition of the testator's mind may appear to
     be very feeble and debilitated; and evidence adduced may not
     succeed in removing the legitimate doubt as to the mental
     capacity of the testator; the dispositions made in the will may
     appear to be unnatural, improbable or unfair in the light of
     relevant circumstances; or, the will may otherwise indicate
     that the said dispositions may not be the result of the
     testator's free will and mind. In such cases the Court would
     naturally expect that all legitimate suspicions should be
     completely removed before the document is accepted as the
     last will of the testator. The presence of such suspicious
     circumstances naturally tends to make the initial onus very
     heavy; and, unless it is satisfactorily discharged, Courts
     would be reluctant to treat the document as the last will of
     the testator. It is true that, if a caveat is filed alleging the
     exercise of undue influence, fraud or coercion in respect of
     the execution of the will propounded, such pleas may have to
     be proved by the caveators; but, even without such pleas
     circumstances may raise a doubt as to whether the testator
     was acting of his own free will in executing the will, and in
     such circumstances, it would be a part of the initial onus to
     remove any such legitimate doubts in the matter.
107. The suspicious circumstances can be brought home by the person
who alleges, in case the testator's signature was disputed or his mental
capacity being questioned, is also settled.

108. The appellant having abandoned the ground pertaining to the
testator's signature and though questioned the mental capacity of the
testator, but however, did not lead any evidence to the said effect and on
the contrary his ignorance about the treatment also, did not inspire much
confidence about his allegations regarding the mental capacity of the
testator; and on the contrary the respondent/opposite party led specific
                                      36
                                                      SAPL No. - 2785 of 1980

evidence by way of statement of DW-2, to establish the mental capacity
of the testator and his consciousness about the execution of the Will; and
as such in consideration to the principle, that the testator has absolute
freedom of disposition, this Court does not find the reversal of the
finding of the trial court by the first appellate court, erroneous.

109. The Counsel for the Appellant has also relied upon a decision of a
Coordinate Bench of this Court in Hardwar Vs. Smt. Kulwanta in
Second Appeal No. 3080 of 198114, to submit that the burden of proof
clearly rested upon defendants, as they were propounder of the Will. He
has placed reliance on Paragraph nos. 12, 23, 24 and 38.

110. For ready reference the same are quoted herein below:

      “12. In my view, learned counsel for the appellant is
      misconstruing the concept of term "burden of proof" and
      "onus" by identifying the two as synonymous. The onus
      probandi i.e. "Burden of proof" lies upon a person who is
      bound to prove the fact and it never shifts.
      23. In other words, undue influence means domination of a
      weak mind by strong mind to an extent which causes the
      behaviour of the weaker person to assume an unnatural
      character. Undue influence is any influence brought to bear
      upon a person entering into an agreement or consenting to a
      disposal of property which in normal circumstances one
      would not have done or agreed to do. The essence of "undue
      influence" is that a person is constrained to do against his
      Will, but for the influence he would have refused to do it left
      to exercise his own judgment. It is an influence which acts to
      the injury of a person who is swayed by it and which
      compels that person to do something which he would not
      have done, if he had been a free person.
      24. Undue influence does not connote excessive, inordinate
      or disproportionate influence but something wrongful. Acts
      of undue influence sometime range themselves under either
      coercion or fraud. Person having influence over another and
      by that influence induces the Will of the other to his
      subjection, then it is such coercion as is sufficient to
      constitute undue influence. It is an influence whereby control
      is obtained over the mind of the victim by insidious
14 2013 AIR Allahabad 129
                                    37
                                                    SAPL No. - 2785 of 1980

     approaches and seductive artifices. It may arise where parties
     stand to one another in a relation of confidence which puts
     one of them in a position to exercise over the other, an
     influence, which may be perfectly natural and proper in
     itself, but, is capable of being unfairly used. The question
     whether a party is in a position to dominate other is broadly a
     question of fact. No general law can be laid down as to when
     one would be in a position to dominate over the Will of the
     other owing to complexities of human nature and relations. It
     may arise due to personal relationship or as a result of
     circumstances, in which the contract was entered into. In
     (Inchenoriah Binte Mohamed Tahir Vs. Shaik Allie bin Omar
     bin Abdullah Bahashuan) AIR 1929 Privy Council 3, it was
     held, where the donor is not only an old lady of feeble health
     but is also entirely dependant upon the donee, her nephew,
     even for food and clothes, there is sufficient relation between
     them to presume undue influence being responsible for
     bringing about the gift.
     38. Here, I may also observe that law does not require
     plaintiff to establish positively, that, in fact, the deed had
     been obtained by exercising undue influence. The plaintiff
     cannot be expected to set out in detail the element of undue
     influence in the plaint and to bring forth documentary or oral
     evidence to prove each and every aspect, much of which
     depends and originated from human behaviour, relation, etc..
     It was enough to point out that defendant was in a position to
     dominate the Will of vendor and he obtained an unfair
     advantage by using that position. I am fortified in expressing
     above view, by judgment of this Court in Sher Singh and Ors.
     Vs. Pirthi Singh and Ors. 1975 Allahabad 259.”
111. It is no doubt that the “burden of proof” lies upon the person who is
bound to prove the fact and it never shifts; but a person who asserts a
particular fact, has to prove the same and it is only after that the burden
is discharged; and in the present case, this Court has already held that
there has been compliance of Section 63 of the Act, 1925 by producing
the attesting witness DW-2 and also there being no contradiction in his
cross-examination;    and   such   the   burden    dispelling   suspicious
circumstances, has been discharged.
                                    38
                                                    SAPL No. - 2785 of 1980

112. Learned Counsel for the appellant has lastly relied upon a decision
in the case of Chinu Rani Ghosh Vs. Subhash Ghosh and Ors. 15 (SLP (C)
No. 23721 of 2022) dated 11.12.2024, to submit that the statement of the
scribe, who is also an attesting witness, cannot be considered as a
compliance to Section 63 of the Act, 1925. For ready reference
paragraph 16 is reproduced below:

      “16. On a perusal of Will (Ext.C), which is a testament of
      Smt. Kanaki Bala Ghosh dated 15.05.1995, it is no doubt
      clear that in the insofar as the witnesses columns are
      concerned, the names of the Shri Gopal Devnath, Shri
      Nilmohan Sarkar and Shri Maran Dev Nath have been noted.
      As far as the scribe of the said testament is concerned, the
      name of Shri Subajit Roy has been noted. We may at this
      stage itself state that the object and purpose by which a Will
      is attested by a witness is quite distinct from the object and
      purpose by which a scribe would attest a Will; an attesting
      witness would attest a Will on the request made by the
      Testator for the purpose of due execution of the Will and in
      accordance with section 63 of the Succession Act. But the
      object and purpose with which a scribe or for that matter, a
      draftsman of the Will would attest the Will is not the same.
      Therefore, in the instant case, the evidence of Shri Subajit
      Roy (DW-2) cannot be construed as that of an attesting
      witness.”
113. The facts of the case in Chinu Rani Ghosh (supra) is
distinguishable. In the said case, there were three names in the column of
the witness and the fourth person was scribe; and the Apex Court in
consideration of the object and purpose of attestation by witness, and the
object and purpose by which scribe would attest the Will, being different
in the facts of the said case, found that the scribe did not conform with
the requirement of Section 63 of the Act, 1925, as a witness would only
sign in the presence of the Testator and on his request, whereas the scribe
and for that matter a draftsman of the Will, who attest the Will, would
sign in a different capacity.

114. Since, there were 3 attesting witnesses to the Will deed and one of
them was produced to prove the Will, whose evidence was found
15 2024 Supreme (SC) 1370
                                     39
                                                     SAPL No. - 2785 of 1980

untrustworthy and therefore a reliance was placed upon the testimony of
the scribe to prove the Will; the Apex Court in the said factual
background held that, the scribe not being one of the attesting witnesses,
his evidence cannot be that of attesting witness.

115. In the case of Mathew Oommen Vs. Suseela Mathew16, and in the
case of Seth Beni Chand Vs. Kamla Kunwar17, it was held that scribe of
the Will deed is a competent attesting witness and once his name or
signature appears in the column of the attesting witness, his evidence as
attesting witness is proper.

116. For ready reference para-8 of Mathew Oommen (supra) and paras-8
and 9 of Seth Beni Chand (supra) is reproduced below:-

      “8. Another circumstance mentioned by the learned counsel
      for the respondent for challenging the Will is that the
      beneficiary never applied for probate or for mutation of the
      property in his name soon after the death of the father. This
      again is no reason to dislodge the Will. The learned counsel
      for the respondent also argued that the Will had not been
      attested by two attesting witnesses as required under the law.
      In support of this argument it was submitted that one of the
      alleged attesting witness is only scribe of the Will and is not
      attesting witness. Regarding this objection we may note that
      there is no requirement in law that a scribe cannot be an
      attesting witness. The person concerned has appeared in the
      witness box as PW 1 and has clearly stated that he is a scribe
      of the Will as well as he is an attesting witness of the Will.
      For attestation what is required is an intention to attest which
      is clear from the statement of PW 1. He categorically stated
      that he has signed as an attestor and scribe. In our view, the
      requirement of attestation of the Will by two witnesses is
      fully met in the present case…..”
      ------------
      “8. There is no substance in the grievance that the proof of
      the will in this case is incomplete for want of an attesting
      witness's evidence. Section 68 of the Evidence Act deals with
      proof of the execution of documents required by law to be
      attested. It provides that such documents shall not be used as

16. 2006 AIR (SC) 786
17. 1977 AIR (SC) 63
                                40
                                                 SAPL No. - 2785 of 1980

evidence until at least one attesting witness has been called to
prove the execution, if there be an attesting witness alive and
subject to the process of the Court and capable of giving
evidence. Since by Section 63 of the Succession Act, 1925 a
will has to be attested by two or more witnesses, Section 68
of the Evidence Act would come into play and therefore it
was incumbent on the propounder of the will to examine an
attesting witness to prove due execution of the will. But this
argument overlooks that Dwijendra Nigam in himself one of
the three persons who made their signatures below the thumb
impression of Jaggo Bai. None of the three is described in the
will as an attesting witness but such labelling is by no statute
necessary and the mere description of a signatory to a
testamentary document as an attesting witness cannot take
the place of evidence showing due execution of the
document. By attestation is meant the signing of a document
to signify that the attestor is a witness to the execution of the
document; and by Section 63 (c) of the Succession Act, an
attesting witness is one who signs the document in the
presence of the executant after seeing the execution of the
document or after receiving a personal acknowledgment from
the executant as regards the execution of the document….
9. The question which now arises for consideration, on which
the Letters Patent Court differed from the learned Single
Judge of the High Court, is whether the execution of the will
by Jaggo Bai is proved satisfactorily. It is well-settled that the
onus probandi lies in every case upon the party propounding
a will, and he must satisfy the conscience of the Court that
the instrument so propounded is the last will of a free and
capable testator. See Jarman on Wills (8th Ed., p. 50) and H.
Venkatachala Iyengar v. B. N. Thimmajamma, (1959) Supp 1
SCR 426 = ( AIR 1959 SC 443 ). By "free and capable
testator" is generally meant that the testator at the time when
he made the will had a sound and disposing state of mind and
memory. Ordinarily, the burden of proving the due execution
of the will is discharged if the propounder leads evidence to
show that the will bears the signature of mark of the testator
and that the will is duly attested. For proving attestation, the
best evidence would naturally be of an attesting witness and
indeed the will cannot be used as evidence unless at least one
attesting witness depending on availability, has been called
for proving its execution as required by Sec. 68 of the
Evidence Act. But where, as in the instant case, the
                                   41
                                                   SAPL No. - 2785 of 1980

     circumstances surrounding the execution of the will are
     shrouded in suspicion, it is the duty of the propounder to
     remove that suspicion by leading satisfactory evidence. The
     testatrix was advanced in age being past eighty years of age,
     the will contains provisions which are prima facie unnatural
     since the only son is disinherited under it and the testatrix
     died five days after making the will. There can be no dispute
     that these are gravely suspicious circumstances. But the
     propounder has, in our opinion, offered an explanation of
     these circumstances which ought to satisfy a prudent mind.
     Ultimately, that is the test to adopt for one cannot insist on
     mathematical proof even where the circumstances attendant
     on the execution of the will raise a suspicion as regards its
     due execution. The burden in testamentary cases is of a
     different order than in other cases in the sense that an
     attesting witness must be called, wherever possible, to prove
     execution, the propounder must remove the suspicion, if any,
     attaching to the execution of the will and if there be any
     doubt regarding the due execution, he must satisfy the
     conscience of the court that the testator had a sound and
     disposing state of mind and memory when he made the will.
     "Reasonable scepticism, not an obdurate persistence in
     disbelief nor a resolute and impenetrable incredulity" is
     demanded of the testamentary judge. "He is never required to
     close his mind to the truth." See Harmes v. Hinkson, (1946)
     50 Cal WN 895 = ( AIR 1946 PC 156 ) Per Lord Du Parcq.
     Gajendragadkar J. who spoke for the Court in Iyengar's case
     (1959) Supp (1) SCR 426 at page 446 = ( AIR 1959 SC 443
     at p. 432) noticed these observations of Lord Du Parcq with
     approval and said : "It would sound platitudinous to say so,
     but it is nevertheless true that in discovering truth even in
     such cases the judicial mind must always be open though
     vigilant, cautious and circumspect."
117. However, in the present case, the scribe has also signed in the
column of an attesting witness and has given a specific evidence that the
Testator has put his signature in front of him after reading the Will,
whereafter he had asked him to sign as an attesting witness, which he
did; whereafter he accompanied the Testator to the office of the Sub-
Registrar and there also the signatures were put; and as such the
conditions enumerated under Section 63 of the Act, 1925 is met.
                                      42
                                                        SAPL No. - 2785 of 1980

Issue no.3

Whether the Will was a conscious mental act of the alleged Testator,
Shankar Dutta Pathak, when there is absolutely no evidence on behalf of
the defendant that he was physically and mentally alert and fit to execute
the Will.

118. It is trite in law, that the propounder of the Will has to establish that
there was no suspicious circumstances and the Will was executed as per
the provisions of Section 63 of the Act, 1925.

119. The Plaintiff/Appellant has asserted that he had led evidence in
support that there was cordial relationship between the Testator and the
Plaintiff; and also that the narration in the Will, to the effect that Plaintiff
was not taking care of the Testator and that he had no hope from him in
the future to take care of him or his property, therefore he is executing
the Will in favour of his only surviving son, gives rise to a suspicious
circumstances.

120. The Plaintiff had further submitted that the Testator was of 81 years
of age and in a feeble state, coupled with the fact that the Testator died
within six months from the date of execution of the Will, itself
demonstrates that the Testator was not in a good physical or mental
condition to execute the Will.

121. However, the Plaintiff has not led any evidence to show that the
Testator was under any medical treatment at the time of execution of the
Will nor any witness who could justify that the Testator was not in a
sound mind or physically in a condition to execute the Will. On the
contrary, evidence has been led by the defendants by way of statement of
DW-2 and DW-3, who have categorically stated that the Testator had
gone to the court for the purposes of preparation of the Will and he had
gone alone; and only after some time another person had come. DW-2
has categorically stated that the Will was read by the Testator and signed
in front of him. DW-2 has also stated that there was no element of
coercion or pressure on the Testator at the time of execution of the Will;
and as such, in view of the evidence led by the defendants, the burden of
                                     43
                                                     SAPL No. - 2785 of 1980

proof was discharged to establish that the Testator was also physically
and mentally fit to execute the Will.

122. Another aspect of the matter is that, after the execution of the Will,
for another six months the Testator was alive and had admittedly
communicating with the plaintiff by way of various letters, which the
plaintiff himself had brought on record as proof. From the said letters
also, the plaintiff could not establish that either the Testator was not in a
good physical condition to execute the Will or was mentally not alert to
execute the Will. In view of the same, it cannot be of much consequence,
especially when the Will was proved, as per the requirement of Section
63 of the Act, that no evidence was further led by defendant, that the
Testator was physically and mentally alert to execute the Will.

123. In view of the aforesaid finding of the first appellate court, there is
no requirement of any interference, with the finding, that the Will was
executed with full mental consciousness and consent of the Testator.
Merely because an individual is more than 80 of age, it cannot be
presumed that he is so feeble as to not get a Will executed or that his
mental capacity has diminished. The letters written by the Testator to the
plaintiff, itself shows that he was aware with respect to various domestic
matters and was even discussing his health with the plaintiff; as such the
mental condition cannot be said to be affected, so much as to not get a
Will executed.

124. It is also an admitted fact, that the Testator was a teacher in a school
and as such was capable of understanding the contents of the Will, which
he read himself as per the evidence of DW-2, and only after
understanding the same he has appended his signature on it. The
plaintiff's witness, that is Shiv Dutt, was found to be involved in
litigation with the defendant; and as such was in inimical relationship
with the defendant. A categorical finding has been returned by the first
appellate court, that there is no reason to disbelieve the statement of the
attesting witness, and thereafter has concluded that the trial court has
wrongly said it on facts that the witnesses have not proved the Will.
                                            44
                                                                 SAPL No. - 2785 of 1980

Issue No. 4 -

Whether merely on account of the fact that the defendant was in a
fiduciary capacity, over the assets and property of the Testator; and also
the fact that the alleged Testator was an old man of 80 years, could it be
held that suspicious circumstances existed, as there was evidence to
demonstrate, undue influence on the Testator, to nullify the Will.

125. First of all we have to examine, as to what meaning is to be given to
the term “Fiduciary Capacity”. A fiduciary capacity is a legal and ethical
role where one person or group holds, manages, or control assets and
property, for the benefit of someone else.

126. It is an admitted fact that the defendant was the son of the Testator
and the plaintiff was the grandson. It is also admitted that the plaintiff
was not residing with the Testator and only occasionally visited him on
his holidays. He had even taken away his wife and children with him and
was enjoying a good position in government service. It is also admitted
that the education of the plaintiff was taken care of by the Testator and
he had also sponsored his education abroad, i.e. in America. The
contents of the Will clearly states as follows:

     "तभी से अपने बाल बच्चों को साथ रख कर अपना जीवन आराम से बिता रहा है।
     हमारा तथा घर का कु छ भी ख्याल नहीं करता है, उससे भविष्य में भी कोई अच्छी
     आशा नहीं दिखाई पड़ती है तथा हमारा दूसरा लड़का हर दत्त पाठक हमारे साथ रह
     कर हर प्रकार से हमारी सेवा सुसूरखा करता है व हमारी खेती बारी का भी इन्तजाम
     भली भाँति करता है। उस श्री हर दत्त पाठक की सेवा बर्दास्त व कर्मावरदारी से हम
     प्रतिज्ञ बहुत ही प्रसन्न हैं। इस वास्ते हम चाहते हैं कि जब तक हम जिन्दा हैं तब तक
     हम अपनी सारी संपत्ति के मालिक व काबिज रहेंगे बाद हमारे मरने पर हमारी सारी
     संपत्ति के मालिक व काबिज श्री हर दत्त पाठक पुत्र श्री शंकर दत्त पाठक हम
     मुन्कीर सा. मौजा पठकोली परगना निजामाबाद तहसील सदर जिला आजमगढ़
     होंगे।"
127. The Will itself speaks about the relationship, as such, between the
parties, i.e. the Testator, his son and his grandson. Merely because the
Testator had excluded the plaintiff from his inheritance, for the reasons
which he states in the Will, does not mean that he had ill- feelings for his
grandson. He merely states the factual circumstances, that on account of
the Government job, the grandson being posted all over the country and
naturally he has taken his wife and children with him; and as such he
                                     45
                                                     SAPL No. - 2785 of 1980

does not take care of the Testator and in future also the Testator does not
think that the plaintiff will take care of his property in question, which is
in the village and the agricultural land; and on the contrary his son, i.e.
Har Datt Pathak is taking care of his father and also looking after the
agricultural property.

128. It is not the case of the Plaintiff, that the defendant had ever
breached his duties, as a son or has not taken care of his grandfather; or
has ever misappropriated the property of his grandfather, during his life
time.

129. The said reasoning of the Will, cannot be said to be alien to the
human nature and in the given admitted family setup of the Testator, it
can very easily be inferred as a natural consequence to give the property
to his son, with whom the Testator is living; and had never raised any
grievance regarding his care or his property.

130. The plaintiff had not led any evidence to the effect that his
grandfather was not very happy with his son or that his son was not
taking good care of him. In fact, it has also come in the evidence that the
grandfather also had taken care of the mother of the plaintiff, who died
in the village itself; while the plaintiff was posted elsewhere.

131. The question of a dominating position or fiduciary relationship,
depends upon the facts of each case and merely because there was
relationship of a father and son, while the father being of old age, cannot
itself automatically be inferred that the son was in a dominating position.

132. In the society in which we all are living, there is still a hope in the
form of a joint family and parents take care of their children, till the fag
end of their life and in reciprocation, the parents are given equal respect
and due care by the younger ones in the family; and as such an ipso facto
conclusion cannot be reached by merely considering the relationship of
father and son, where the father is of old age. The physical and mental
capacity of the Testator could not be demonstrated by the plaintiff to be
as such, that he is unable to execute the Will.
                                     46
                                                      SAPL No. - 2785 of 1980

133. The plaintiff has failed to establish that the beneficiary of the Will,
was in a dominating position or that he has misused his fiduciary
capacity; and a registered Will which has a presumption of its validity,
cannot be cancelled merely on the said ground and the first appellate
court has rightly reversed the finding of the trial court on the said issue.

134. Shri Pankaj Agrawal, Advocate, who appears on behalf of
appellant, argued with great vehemence, that the moment a person is in a
dominant position and he uses that position to obtain unfair advantage
for himself, at the cost of a person relying upon his authority or aid or
position, the “influence” Will become “undue”.

135. In view of the aforesaid, he submits that since the plaintiff's
grandfather was living with the defendant, he used his dominant position
to disinherit the plaintiff; and accordingly, the “influence” has become
“undue”.

136. However, the plaintiff has failed to prove that the mental capability
of the Testator was weak at the time of execution of the Will and on the
contrary, the defendants led evidence that the Testator had gone to the
court for the purpose of registration alone and it is later on that he was
joined by another person, and as such it cannot be said that the Testator
was constrained to do anything, against his Will; and but for the
influence, he would have refused to do it.

137. In case the Testator was coerced to execute the Will and he was
communicating for the next six months, post execution of the Will, in a
mode by which he could have easily avoided the interference of the
defendant, i.e. by way of writing various letters, he would have
definitely stated in one of the letters that he has been coerced to execute
the Will. The mental faculty of the Testator being weak or feeble also
could not be demonstrated by the plaintiff, as the letters which were
produced by none other than the plaintiff himself, itself indicated that he
was in a fit mind, to make communication with the plaintiff.

138. Shri Pankaj Agrawal, Advocate, had also stressed on the point that
plaintiff was not required to set out in detail the elements of undue
                                    47
                                                     SAPL No. - 2785 of 1980

influence in the plaint, but however, this Court finds that since it was the
plaintiff who was alleging undue influence, he ought to have brought
home the charges by way of leading cogent evidence, which was not led
by him.

139. The appellant has also relied upon a decision of this Court in the
case of Rameshwari Devi Vs. Dr. R.D. Sharma and Others in Second
Appeal No. 705 of 200318 and placing reliance on Paragraph 21 and 23,
he had submitted that Section 16 of the Indian Contract Act, which
defines “undue influence” provides that where a person who is in a
position to dominate the will of another, and enters into a contract with
him, which appears to be unconscionable, the burden of proving that
such contract was not tainted by undue influence, shall be upon the
person dominating the will of the other. For ready reference, Paragraph
Nos. 21 and 23 of the Rameshwari Devi (supra) is reproduced below:

      “21. The learned Counsel for appellant has relied upon
      Section-16 of the Indian Contract Act, which defines undue
      influence. In Section 16(3) of the Act aforesaid, it has been
      provided that where a person who is in a position to
      dominate the will of another, and enters into a contract with
      him, which appears to be unconscionable, the burden of
      proving that such contract was not tainted by undue influence
      shall be upon the person dominating the will of the other.
      23. The Apex Court in the case of Ladly Prasad Jaiswal v.
      Karnal Distillery Company Ltd., AIR 1963 Supreme Court
      1279 held that Sub Section 3 of Section 16 of the India
      Contract Act has limited application. The presumption will
      arise only if it is established by the evidence that the party
      who obtained the benefit of a transaction was in a position to
      dominate the will of the other and the transaction is shown to
      be unconscionable. If either of these 2 conditions is not
      fulfilled, the presumption of undue influence will not arise
      and the burden will not shift on the beneficiary of the
      transaction.
140. The Court may not be detained by the said judgment, as it per se
relates to a contract between two persons, when the person is in a
position to dominate the will of another. In view of the aforesaid and
18 2018 (7) ADJ 607
                                                              48
                                                                              SAPL No. - 2785 of 1980

                            also for the reasons stated herein above, this Court does not find any
                            ground for interference with the judgment and decree passed in Civil
                            Appeal No. 357/1975 dated 28.08.1980, and accordingly the present
                            second appeal is hereby dismissed, as against Respondent No.2/2; while
                            the other respondents having entered into a compromise; and this Court,
                            vide its judgment dated 19.07.2022, has already disposed off the present
                            second appeal, to the extent of the remaining respondents, in pursuance
                            of the Compromise Application No.08/2021, after it’s due verification;
                            and accordingly the same shall be made part of the Decree.



                                                                              (Siddharth Nandan,J.)

                            September 8, 2026
                            S.Prakash/Sumit




Digitally signed by :-
SHASHI PRAKASH
High Court of Judicature at Allahabad


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