Module 2
Module 2
Module 2
Application of the Hindu Succession Act ,
1956
Section 2 of the Act –
Who is a Hindu?
1. Hindus, including a Virashiva, a Lingayat or a follower of
the Brahmo Prarthana or Arya Samaj;
2. Buddhists, Sikhs or Jains; and
3. Any person who is not a Muslim, Christian, Parsi or Jew
by religion unless it can be proved that he cannot be
governed by the provisions of this Act;
Application of the Hindu Succession Act ,
1956
1. That the deceased was a Hindu;
2. That though he was not a Hindu; he was also not a
Muslim, Christian, Parsi or Jew, unless it can be shown
that Hindu Law cannot be applied to him;
3. That he was a Hindu and with his conduct, he has not
ousted the application of Hindu Law; and
4. That even though he was a Hindu, he may not be subject
to provisions of this Act due to application of some other
law, owing to his domicile or form of marriage.
Application of the Hindu Succession Act ,
1956
Four Tests:
1. If the person is the child of the Hindu Parents
2. If the person is the child of only one Hindu Parent;
3. If the person is a convert to the Hindu faith – Effect of a mere
renouncement;
1. An intention to convert – Bona fide intention
2. Adoption of Hindu Way of Life
4. If the person is reconvert to the Hindu faith.
Time for determination of religion:
1. Where both the parents are Hindu – time of its birth
2. Where only one parent is Hindu – after birth - the way he is brought up
3. Illegitimate Children
Application of the Hindu Succession Act ,
1956
Ousting of the Application of Hindu Law by conduct: -
1. Conversion
2. Marriage to a Non-Hindu under the Special Marriage Act,
1954 (Sec. 5 of Hindu Succession Act) – Sections 21 and
21A of the Special Marriage Act, 1954
Application of the Hindu Succession Act ,
1956
Territorial Application –
1. Hindus of Jammu & Kashmir and Ladakh – Applicable;
2. Hindus of Goa, Daman, Diu and Renocants of Puducherry – Not
Applicable; Portuguese Civil Code, 1867 & French Civil Code, 1804;
3. Hindus of Dadra and Nagar Haveli and Puducherry – Applicable;
4. Scheduled Tribes – Art. 342 of the Constitution;
5. Rulers of erstwhile Indian States – Applicable to private property
but not to properties descended to a single heir due to covenant or
agreement between him and GOI prior to the commencement of the
Act
Application of the Hindu Succession Act ,
1956
Overriding Effect of the Act: - (Section 4)
This Section abrogates all customs, usages or rules that were in
force before the commencement of this Act and are contradictory
to any provision that has been provided under the Act.
Application to the Property of a Transgender –
The Transgender Persons (Protection of Rights) Act, 2019 is
silent on inheritance rights. Hence, they are governed by the
customary practices followed by their society.
Sweety (Eunuch) v. General Public (AIR 2016 HP 148)
Application of the Hindu Succession Act ,
1956
Effect of disowning a person : -
Inheritance rights cannot be ousted by a mere declaration of
the intestate unless the declaration is in the nature of a
validly executed will.
Raman Khanna v. Sham Kishore Khanna (AIR 2009 HP 42) –
Notice or the disclaimer of relationship cannot disinherit any
statutory heir as such notice or disclaimer has no legal value
and cannot override succession rules.
Application of the Hindu Succession Act ,
1956
Succession & Effect of Mutation : - Sometimes, property is
mutated in the name of one person with the consent of other
heirs for the purpose of payment of taxes or other statutory
liabilities before actual division takes place. Such mutation
does not have any effect on the succession or inheritance
rights.
H. Lakshmaiah Reddy v. L Venkatesh Reddy (AIR 2015 SC 2499)
Dayal Singh v. Hira Singh (AIR 2011 P& H 17)
Application of the Hindu Succession Act ,
1956
Rules of inheritance are not applicable –
Ex-gratia Payments –
Ganny Kaur v. State of NCT of Delhi (AIR 2007 Del 27)
Pension –
Nitu v. Sheela Rani (AIR 2016 SC 4552)
Insurance Policies –
Khushboo Gupta v. The Life Insurance Corporation of India 2019
(4) Pat LJR 885
Succession – Male Intestate
Succession is of two types –
1. Testamentary Succession –
Where succession is governed by testament or will;
Hindu male or female can make a will of his/her property
including the share in the undivided Mitakshara Coparcenary in
favor of anyone (subject to Indian Succession Act);
Will should be valid and capable of taking effect under the law;
the person who makes a will is called as testator or testatrix, the
one in whose favor it is made is called as legatee or beneficiary and
the whole process is called as testamentary succession
2. Intestate Succession
Succession – Male Intestate
Succession is of two types –
1. Intestate Succession – If a person dies, leaving behind any
property but no will or testament, his property will be
distributed as per inheritance rules or intestate succession;
2. The person who dies without making a will is called as
“intestate”, those who are entitled to get a share in his
property are called as his “heirs” and the whole process is
called as “intestate succession”.
Succession – Male Intestate
Property subject to Intestate Succession: - The first condition is that the
property should not have been disposed of by him under Will or Testament.
Then such property would be devolved as per Section 8 of the Hindu
Succession Act, 1956.
This Succession will be applicable to below properties –
1. Separate or self-acquired property;
2. Undivided share of a male Hindu in Dayabhaga Joint Family Property;
3. Property held by a sole surviving coparcener;
4. Share obtained on partition;
5. Undivided Share in Mitakshara Coparcenary;
6. Interest in Tarvad, Tavazhi, Kutumba, Kavaru or Illom
Succession – Male Intestate
1. Section 8 applies where succession opens after the commencement
of this Act i.e. when the death of the male Hindu occurs after the
commencement of the Act.
2. However, sometimes, it does not require that the death of the male
Hindu should be after the commencement of the Act;
3. E.g. Where a male Hindu settles his property on his wife for her life
and after her death to his daughter again for her life – He dies in
1933, wife dies in 1945, the daughter dies in 1968. On death of
daughter, the succession opens and the property would devolve as
per Section 8.
4. E.g. If the owner of a self-acquired property dies during the
pendency of a suit involving his property, again the succession will
be carried out as per Section 8.
Succession – Male Intestate
Classification of Heirs: - The heirs of a Hindu male are divided into four
categories –
1. Class I heirs;
2. Class II heirs;
3. Class III heirs or Agnates;
4. Class IV heirs or Cognates
The rules of Propinquity under Mitakshara and Religious Efficiency under
Dayabhaga are revoked by the Act. Earlier, the heirs were only limited to 14
degrees.
Presently, the heirs are included on the basis of natural love and affection or
nearness in relationship. They include blood relations as well as those female
relations who are introduced in the family by marriage.
Succession – Male Intestate
Rules for devolution of property: -
1. On the death of the intestate, property devolves in the first
instance on Class I heirs.
2. As long as, even a single Class I heir is present, it will not
devolve on Class II heirs.
3. Class I has currently 16 heirs (11 females, 5 males). Till 2005,
this class had 12 heirs (8 females, 4 males).
4. Those in Class I shall take simultaneously and to the exclusion
of all other heirs.
5. When none of the Class I heirs are present, property would
pass on to Class II heirs.
Succession – Male Intestate
Rules for devolution of property: -
6. Class II heirs comprises of nine separate entries. The prior entry excludes
the latter.
7. In each entry, all heirs would take the property in equal shares. Those in
the first entry in Class II shall be preferred to those in the second entry;
those in the second entry shall be preferred to those in the third entry;
and so on in succession.
8. In absence of Class II heirs, property would pass on to Class III heirs.
9. Class III contains all blood or adoptive relatives of intestate related to
him through chain of male relatives only, called as Agnates.
10. Where none of Class III heirs or Agnates are present, property would
devolve on Class IV heirs.
Succession – Male Intestate
Rules for devolution of property: -
11. Class IV contains all relatives of intestate related to him called
as Cognates.
12. One person is said to be a “cognate” of another if the two are
related by blood or adoption but not wholly through males.
13. In absence of all heirs mentioned in Classes I to IV, any person
who can trace his/her blood to deceased, howsoever distant
may be, would be eligible to inherit the property. There is no
limitation on the degree under the Act.
Succession – Male Intestate
Class I heirs – 11 females, 5 males
All of these heirs take simultaneously and presence of any
one of them would prevent the property from going to Class
II category.
All Class I heirs take the property absolutely and exclusively
as their separate property and no person can claim a right by
birth in this inherited property.
Once the property vests in an heir or heiress, he/she cannot
be divested of it subsequently by their remarriage or
conversion etc.
Succession – Male Intestate
1. Mother (M); 10. Son of a predeceased son (SS);
2. Widow (W); 11. Son of a predeceased son of a
predeceased son (SSS);
3. Daughter (D);
12. Son of a predeceased daughter (DS);
4. Daughter of a predeceased son (SD);
13. Daughter of a predeceased daughter
5. Widow of a predeceased son (SW); of a predeceased daughter (DDD);
6. Daughter of a predeceased daughter 14. Son of a predeceased daughter of a
(DD); predeceased daughter (DDS);
7. Daughter of a predeceased son of a 15. Daughter of a predeceased daughter
predeceased son (SSD); of a predeceased son (SDD);
8. Widow of a predeceased son of a 16. Daughter of a predeceased son of a
predeceased son (SSW); predeceased daughter (DSD);
9. Son (S);
Succession – Male Intestate
M
A W
(S) SW S D (D)
A W1 A W2
(S)
W1 (S) W2
SS SD
SS SD
Succession – Male Intestate
Son & Daughter of a Predeceased Daughter:
Where a daughter of an intestate dies during the lifetime of the
intestate, her children, naturally born and adopted but legitimate,
would be entitled to step into her shoes and they would take such a
share that would have come to their mother and would divide it
equally amongst them.
The marital status of the children or their moral character would
not impact their succession rights.
Where either these children or their mother was born of a void or
voidable marriage, they would not be entitled to inherit the
property of the maternal grandfather.
Succession – Male Intestate
Son & Daughter of a Predeceased Son of a Predeceased Son:
Where during the lifetime of the estate, his son and son of
such son dies, leaving behind children, such children are class
I heirs and succeed to his property.
Such children and their ascendents should be the progeny and
parties to a valid marriage.
Succession – Male Intestate
Widow of a predeceased son –
In order to inherit the property of her deceased father –in-law, she
must be a widow on the date the succession opens.
If she remarries before the succession opens, she would no longer
be widow of his son and will be disqualified from inheriting his
property.
The widow does not include divorced wife, but includes deserted
wife or judicially separated wife.
A widow of an illegitimate son or a son born of void or voidable
marriage that has been annulled is not entitled to inherit the
property of the intestate.
Succession – Male Intestate
Widow of a predeceased son of a predeceased son –
Her chastity and financial situation is irrelevant but her
remarriage before the opening of the succession would
operate as a disqualification.
Sons and Daughters of a Predeceased daughter of a
Predeceased daughter: -
The relationship of the intestate with the daughter and her
children and her grandchildren should be through legitimate
kinship or through adoption.
Succession – Male Intestate
Daughter of a Predeceased son of a Predeceased daughter: -
Where a daughter and her son die during the lifetime of the
intestate, the daughter of such son is Class I heir. After 2005,
even though such daughter is made Class I heir, her brother is
still Class II heir.
Daughter of a Predeceased daughter of a Predeceased son: -
Where a son and his daughter die during the lifetime of the
intestate, the daughter of such son’s daughter is Class I heir.
After 2005, even though such daughter is made Class I heir,
her brother is still Class II heir.
Succession – Male Intestate
Rules for Distribution of the Property:-
(i) The share of each son and daughter and of the mother is
equal.
(ii) The widow of the intestate takes one share, and if there
is more than one widow, all of them collectively, will take
one share, i.e., a share equal to the share of the son, and
will divide it equally amongst them.
(iii) A predeceased son, who is survived by a son, daughter or
a widow, is to be allotted a share equal to the share of a
living son.
Succession – Male Intestate
iv. Out of such share allocated to the branch of this predeceased son,
his widow (or widows together) and each living son and daughter
will take equal portions with respect to each other and the branch
of any predeceased son will also get an equal portion.
v. The rules applicable to the branch of a predeceased son of a
predeceased son, are the same, viz., the sons, daughters and the
widow or (widows together), will get equal portions.
vi. A predeceased daughter, who is survived by a son or a daughter, is
to be allotted a share equal to that of a living daughter.
vii. Such share will be taken equally by the sons and daughters of the
predeceased daughter.
Succession – Male Intestate
Class II Heirs –
As long as a single heir is present from Class I, the property
does not pass to Class II heir.
This class has 19 heirs – 10 male & 9 female grouped in nine
sub-categories.
The heir in the first sub-category exclude those from the
second sub-category and so on.
All the heirs of one category take the property in equal
shares .
Succession – Male Intestate
Class II Heirs – (Brother & Sister does not include Uterine
blood)
I. Father
II. SDS; SDD; Brother; Sister
III. DSS; DSD; DDS; DDD
IV. Brother’s Son; Sister’s Son; Brother’s Daughter; Sister’s
Daughter
V. Father’s Father; Father’s Mother
VI. Father’s Widow; Brother’s Widow
VII. Father’s Brother; Father’s Sister
VIII. Mother’s Father; Mother’s Mother
IX. Mother’s Brother; Mother’s Sister
Succession – Male Intestate
Full Blood; Half Blood; Uterine Blood
Children of void or voidable marriages
Per stirps (Latin for "by branch") is a method where each
branch of the family receives an equal share of the estate. If a
beneficiary in a branch predeceases the intestate, their share
is divided equally among their descendants. This way, the
share of a deceased beneficiary passes down to their heirs.
Per capita (Latin for "by head") is a method where each
surviving descendant receives an equal share of the estate. If
a beneficiary predeceases the intestate, their share is equally
distributed among the remaining beneficiaries. This way, the
estate is divided equally among all living members without
regard to branches of the family.
Succession – Male Intestate
• Assume a grandparent's estate is to be divided among
their three children, A, B, and C. If B predeceases the
grandparent and B has two children (B1 and B2), here’s
how the distribution would work:
• Per stirps: A, C, and B's children (B1 and B2) each
receive an equal share. So, A and C each get 1/3 of the
estate, and B1 and B2 each get 1/6 of the estate (B's 1/3
share is equally divided between B's children).
• Per capita: The estate is divided equally among the
surviving descendants. So, A, C, B1, and B2 each get 1/4
of the estate.
Succession – Male Intestate
• Class III heirs – Agnates
• Anagnate is a person who is related to intestate only
through male relatives.
• Agnates can be direct descendants, direct ascendants or
collaterals.
• There
is no limitation on the degree an Agnate may be
removed from the intestate.
Succession – Male Intestate
• Rules of preference among Agnates: -
• 1. Each generation is called a degree.
• 2. The starting or the first degree is intestate himself.
• 3. Degrees of ascent means in the ancestral or upwards direction.
• 4. Degrees of descent means in the descendant or downwards
direction.
• 5. Where an heir has both ascent and descent degrees, each of
them has to be seen separately and not cumulatively.
• 6. An agnate who has only descent degrees is preferred over the
one who has only ascent degrees.
• 7. Where two agnates have ascent and descent degrees, the one
with fewer ascent degrees will be preferred.
Succession – Male Intestate
• Cognates: -
• This broad category includes the rest of the heirs of the
intestate.
•A cognate is a relative who was related to the intestate
through a chain of mixed relatives.
• Itis not a whole male chain, as even if a single female
intervenes, it will become cognatic chain.
• Therules for computation of degrees and calculation of
degrees of ascent and descent and the order of preference
among cognates is same as that of agnates.
Succession – Female Intestate
Historical Background: -
▪ In the Vedic age, there was a marked difference between the right of
women to hold the property. She could hold property but the
quantum compared to men was meagre.
▪ Also, her right to dispose of the property was qualified. The
transactions made by women had no validity unless they were
sanctioned by her husband or in his absence her son.
▪ Before Hindu Women’s Right to Property Act, 1937 was passed, her
property comprised of “Stridhan” and “Non-Stridhan”.
▪ Stridhan comprised of property received by way of gifts and
presents given to woman by her parents, husband, close relatives
etc. received at the time of marriage or other ceremonies.
▪ Non-Stridhan comprised of what woman inherited from a male or
female relation or property received at the time of partition.
Succession – Female Intestate
Historical Background: -
• There is a further division in Stridhan – Saudayika & Non-
Saudayika.
• Saudayika includes gifts, presents or property received by way of
bequests from parents and other relations. She had absolute power
of alienation over Saudayika Stridhan regardless of her marital
status.
• Non-Saudayika Stridhan included property received from non-
relations. Husband’s consent was necessary before a woman can
transfer this kind of Stridhan.
• Non-Stridhan property – She was a limited owner of the property.
The limitation was on the power of disposal and inability to
transmit this estate to her own heirs. However, she had full powers
to enjoy it and appropriate the income coming out of it. She could
not transfer such property except in the case of need or for
performance of indispensable religious and charitable purposes
including spiritual benefit for her husband.
Succession – Female Intestate
Hindu Women's Right to Property Act, 1937: -
The Hindu Women's Rights to Property Act was passed in 1937
and was amended in 1938.
It was prospective in application and applied to property other
than agricultural property and impartible estates, which either
under a custom or otherwise, went to a single heir.
It applied to Hindus governed by the Mitakshara, Dayabhaga and
customary law of Punjab but not where the death of an undivided
coparcener took place prior to 1937.
Section 2 of the Act expressly repealed the pre-Act customs and
rules of laws that were contrary to the provisions of this Act. The
Act stated in the preamble, that it was expedient to amend the
Hindu law in order to give better rights to women with respect to
property.
Succession – Female Intestate
Hindu Women's Right to Property Act, 1937: -
Section 3 provided:
(1) When a Hindu governed by the Dayabhaga school of Hindu
law dies intestate leaving any property, and a Hindu governed
by any other school of Hindu law or by customary law dies
intestate, leaving separate property, his widow, or if there is
more than one widows, all his widows together, shall subject to
the provisions of sub section (3), be entitled in respect of
property in respect of which he dies intestate subject to the
same share as a son.
(2) Provided that the widow of a son shall inherit in like manner
as a son if there is no son surviving and shall inherit in like
manner as a son's son if there is no surviving son of such
predeceased son. Provided further that the same provisions
shall apply mutatis mutandis, to the widow of a predeceased
son of a predeceased son.
Succession – Female Intestate
Hindu Women's Right to Property Act, 1937: -
Section 3 provided:
(2) When a Hindu governed by any school of Hindu law
other than the Dayabhaga school or by customary law dies
having at the time of his death an interest in a Hindu joint
family property, his widow shall subject to the provisions of
sub-section (3) have in the property the same interest as he
himself had.
(3) Any interest devolving on a Hindu widow under the
provisions of this section shall be the limited interest known
as a women's estate, provided however, that she will have the
same right of claiming partition as a male owner.
Succession – Female Intestate
Hindu Women's Right to Property Act, 1937: -
Section 3 provided:
(4) The provisions of this section shall not apply to an estate
which by a customary or other rule of succession, or by the
terms of the grant applicable thereto, descend to a single heir,
or to any property to which the Indian Succession Act, 1925,
applies.
Succession – Female Intestate
Limited Ownership Converted into Full Ownership under the
Hindu Succession Act, 1956 –
Section 14 of the present Act, converted the limited ownership
into a full-fledged ownership and also ended the confusion and
controversy regarding the exact share that the widow took on the
death of her husband as an undivided member in the Mitakshara
coparcenary. Presently, she inherits the separate property of her
husband as his primary heir, and the quantum of her share and the
nature of her estate are absolutely identical to that of the son.
From the undivided share of the deceased husband in the
Mitakshara coparcenary, her presence defeats the application of
the doctrine of survivorship over his undivided share and prevents
it from going to the surviving coparceners. The share of the
deceased husband is ascertained by means of a notional partition
and she inherits his share as his class-1 heir, taking it as an
absolute owner.
Succession – Female Intestate
Hindu Succession Act, 1956 –
For widows who, on the date of the passing of the Act, were
in possession of the property as limited owners, it was
provided that henceforth, they would hold these estates as full
owners thereof. Section 14 provided: