Succession
is the transmission of property belonging to a
person at his death to some other person or persons.
Succession is regulated by law.
The law relating
to succession is only of gradual growth. A law
of succession is not needed till disputes arise.
The law of succession in modern times is divided
into the Law of Testamentary Succession and the
Law of Intestate Succession. The law of Testamentary
Succession regulates the devolution of the property
of a person who dies after having made a Will.
The Law of Intestate Succession, on the other
hand, regulates the devolution and distribution
of the property of a deceased person who has not
made a Will.
The Indian Succession Act
The
Indian Succession Act 1925 is an Act consolidating
the law applicable to Intestate and Testamentary
Succession in India. The provisions of the Indian
Succession Act are largely based on the principles
of the Law of Wills as laid down by British Courts,
but adapted to suit the different social conditions
of this country.
What
is a Will?
A Will means a
continuous act of gift up to the moment of the
donor’s death. Though revocable in his lifetime,
it is until revocation a continuous act of gift
up to the moment of death. It then operates to
have the property disposed off to the persons
designated as beneficiaries. A testament is an
institution or appointment of an heir or executor
made according to formalities prescribed by law.
A document is said to be a Will
only when it is executed with an intention to
regulate succession after death. In the absence
of statutory requirements, written instruments
have been held to operate as wills, in whatever
form or with whatever name they might have come
into existence.
Definition of a Will
The Indian Succession Act, 1925,
defines Will as the legal declaration of the intention
of the testator with respect to his property,
which he desires to be carried into effect after
his death.
A Will is the legal declaration
of a man’s intention, which he wills to
be performed after his death, or an instrument
by which a person makes a disposition of his property
to take effect after his death.
Essentials of a Will
There are three essentials of
a Will
1. It must be a legal
declaration of the intention of the testator i.e.
the person who makes the Will
2. The declaration of
intention must be with respect to the testator’s
property. An authority to adopt given by a deceased
to his wife
to be exercised by her after his death is not
a Will. So also a document appointing a guardian
to the minor son after the
death of the testator.
3. The document should
express a desire that his intentions must be carried
into effect after his death. The intention of
the testator
must be expressed in clear words in order that
they might be given effect to.
Characteristics of a
Will
A Will is liable to be revoked
or altered by the maker at any time when he is
competent to dispose off his property. Any clause
in a Will that the testator cannot revoke makes
the Will void. There can be no suit for cancellation
of a Will since a Will is liable to be revoked
by the unilateral act of the testator himself.
A testamentary intention is,
therefore, ambulatory till death and a Will in
its nature is a revocable instrument.
The two characteristics of a
Will therefore are:
1. It must be intended
to come into effect after the death of the testator
2. It must be revocable
Kinds of Wills
Conditional Will:
This is a Will made so as to take effect only
on a contingency. The operation of the document
may be postponed till after the death of the testator’s
wife, for example.
Joint Will:
Two or more persons may make a joint Will. It
will take effect as if each has properly executed
a Will as regards his own property. If a Will
is joint and is intended to take effect after
the death of both, it will not be admitted to
probate during the lifetime of either.
Mutual Will:
A Will is mutual when two testators confer on
each other reciprocal benefits as by either of
them constituting the other his legatee, the is
to say, when the executants fill the roles of
both the testator and legatee towards each other.
Mutual Wills are also called Reciprocal Wills.
Holograph Will:
A holograph is a Will entirely in the handwriting
of the testator. Naturally there is a greater
guarantee of genuineness attached to such a Will.
But in order to be valid it must also satisfy
all the statutory requirements.
Concurrent Wills: The general
rule is that a man can leave only one will at
the time of his death. But for sake of convenience
a testator may dispose off some properties. e.g.,
those in one country by one Will and those in
another country by another Will. They may be treated
as wholly independent of each other, unless there
is any inter-connection or the incorporation of
one in the other. Such Wills are called concurrent
wills.
Duplicate Will:
A testator, for the sake of safety, may make a
will in duplicate, one to be kept by him and the
other deposited in some safe custody with a bank,
executor or trustee. Each copy must be duly signed
and attested in order to be valid. A Valid revocation
of the original would effect a valid revocation
of the duplicate also.
Onerous Will:
This is a Will, which imposes an obligation on
the legatee that he gets nothing until he accepts
it completely.
Codicil
After making a Will, a testator may alter it by
what is called a Codicil. A codicil is an instrument
made in relation to the Will executed, explaining
and/or altering and/or adding to the Will already
made and will be deemed part of the Will.
Probate
Any Will executed in the four Metropolitan Cities
of India compulsorily require to be probated as
per the provisions of the Indian Succession Act.
Probate, in general terms, means proving the Will
executed by a testator. Any person, who can show
that he has some interest in the estate of the
deceased, will have a right (locus-standi) in
the probate court to challenge a Will.
Any person having any locus-standi
who is opposed to the testamentary disposition
by a testator i.e., the deceased, may challenge
the granting of probate on these grounds:
1. That
the Will was not duly executed
2. That the deceased was
not of sound mind, memory and understanding at
the time of execution
3. That the execution
of the Will was obtained by undue influence or
fraud.
4. That the deceased did
not know and could not have approved the contents
of the Will
5. That the instrument
was not intended to operate as a Will or that
is was revoked.
6. That there was another
Will which was subsequent to the Will, which has
been put in probate.
Often, courts have restricted the grounds on
which Wills can be probated in order to give effect
to the intention of the testator to the fullest
extent.
|