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Court of AppealPartially AllowedCivil Appeal No. 260 of 2008· [2013] KECA 307 (KLR)

Francis James Ndegwa v Juliet Wangui Ndegwa [2013] KECA 307 (KLR)

Court of Appeal of Kenya
23 May 2013
2,906 words in judgment
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The bottom line

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Kenya's Court of Appeal varied one part of a family estate distribution, ruling a deceased's sister wasn't a dependant entitled to inherit.

What this practically means

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Executive summary

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This Court of Appeal at Nyeri judgment, delivered jointly by Visram, Koome and Odek, JJ.A., determines an appeal by a father against the distribution of his deceased son's intestate estate by the High Court at Nyeri (Kasango, J.). The deceased died intestate in 2002, survived by his parents and two sisters; the mother petitioned for letters of administration which were later issued jointly to both parents after a compromise. The trial court declined to revoke the grant upon the father's complaint that he was not served with the summons for confirmation, but confirmed a distribution allocating the Buru Buru house and certain bank accounts and vehicles to the mother, some vehicles to the father, and money at Standard Chartered Bank to the sister Jane Murugi Ndegwa. The appellate court held that revocation was unnecessary where the grant was jointly held and only distribution was challenged, since the court may set aside distribution orders. It found that the motor vehicles belonged to the estate, the father having raised no ownership objection when they were cited as estate assets, and that allocating the Buru Buru house to the ailing mother, who depended on the deceased for medical support, was justified. However, the court agreed with the appellant that the sister was not shown to remain a dependant after completing her education, and varied the distribution so the Standard Bank money is shared equally between the parents. The appeal was accordingly partially allowed with each party bearing their own costs as a family matter. The court also deprecated the practice of raising a competency objection under Section 50 of the Law of Succession Act only at the hearing, choosing, under the overriding objective and Article 159, to decide the merits while cautioning counsel.

Key legal issues

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01

Whether an appeal from the High Court in a succession matter filed without leave under Section 50 of the Law of Succession Act must be struck out

Holding

The court deprecates raising such an objection at the hearing instead of applying to strike out, and in the interest of proportionality under Sections 3A and 3B of the Appellate Jurisdiction Act and Article 159 of the Constitution elected to determine the merits of the appeal.

Reasoning

The objection under Section 50 of the Law of Succession Act was raised for the first time at the hearing of the appeal rather than by a formal application under rule 84 of the Court of Appeal Rules. Guided by the overriding objective and Article 159, the court chose to address the merits while cautioning counsel against disregarding statutory provisions and relying on the court's inherent and discretionary powers.

p. 4
02

Whether the grant should have been revoked for want of notice of the summons for confirmation

Holding

Revocation was unnecessary because the grant was held jointly by both parties and the appellant's real complaint was against the distribution, which the court can set aside.

Reasoning

Both administrators were at loggerheads, explaining why the respondent sought confirmation alone. The judge found revocation unnecessary since the court retained power to set aside the distribution orders. The Court of Appeal agreed, noting the appellant was only challenging distribution, not the grant itself.

p. 5
03

Whether the motor vehicles and Buru Buru house belonged to and were properly distributed as assets of the deceased's estate

Holding

The vehicles were estate assets; the appellant never objected when they were cited as such, and uncontroverted evidence showed he had no independent income. Distribution of the Buru Buru house to the ailing respondent was justified.

Reasoning

When the respondent petitioned and cited the motor vehicles as assets of the deceased, the appellant raised no ownership objection. Evidence that the appellant had no money of his own since 1980 was not controverted. The judge, who observed the parties, accepted the respondent's physical frailty and the appellant's intermeddling and failure to account for estate income.

p. 5
04

Whether the deceased's sister was a dependant entitled to inherit

Holding

The sister was not entitled to inherit; no evidence showed continued dependency after the deceased paid her fees, so the bank money should be shared equally between the parents.

Reasoning

Although the deceased supported his sister's education with school fees and upkeep, once she finished her education there was no evidence of continued dependency as required under Section 29(1) of the Law of Succession Act. The court therefore allowed only ground 5 and varied the distribution of the Standard Bank money.

p. 5

Legal principles established

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  • Where co-administrators hold a grant jointly and only the distribution is challenged, the court may set aside or vary the orders of distribution without revoking the grant.
  • A dependant's entitlement under Section 29(1) of the Law of Succession Act requires evidence of continued dependence; support of a sibling's education alone, once that education is complete, does not establish dependency.

Court orders

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  1. 1.All orders of the High Court upheld except the order granting the bank account at Standard Bank to Jane Murugi Ndegwa
  2. 2.The money at Standard Bank to be divided equally between the appellant and the respondent
  3. 3.Each party to bear their own costs

Authorities

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Legislation

  • Law of Succession ActSection 50
  • Law of Succession ActSection 29(1)
  • Court of Appeal RulesRule 84
  • Appellate Jurisdiction ActSection 3A
  • Appellate Jurisdiction ActSection 3B
  • Constitution of KenyaArticle 159

Cases cited (1)

  • City Chemist (NBI) and Another v Oriental Commercial Bank Limited
    Civil Appl. No. NAI 302/008
On appeal from
High Court of Kenya at Nyeri
H.C. Succ. C. No. 72 of 2004
Jurisdiction invoked
Appeal from the High Court in a succession cause; the court proceeded notwithstanding that leave under Section 50 of the Law of Succession Act had not been sought, invoking Section 3A and 3B of the Appellate Jurisdiction Act and Article 159 of the Constitution

Key timeline

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Practical implications

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Frequently asked questions

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Cite this brief

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Cite this brief

Caselaw, "Francis James Ndegwa v Juliet Wangui Ndegwa [2013] KECA 307 (KLR)", Case Analysis (2013). Civil Appeal No. 260 of 2008. Source: https://new.kenyalaw.org/akn/ke/judgment/keca/2013/307/eng@2013-05-23

Suggested citation format for research notes or client memos. Always verify the original judgment before relying on any point.