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Court of AppealDismissedCivil Appeal No. 143 of 2011· [2016] KECA 391 (KLR)

Johannes Mbugua Muchuku v Lois Wangui Muchuku & 6 others [2016] KECA 391 (KLR)

Court of Appeal of Kenya
14 July 2016
4,027 words in judgment
View original judgmentRead on Kenya Law Watch case
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The bottom line

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Kenya's Court of Appeal confirmed that daughters inherit equally with sons under the Law of Succession Act, and earlier lifetime gifts don't disqualify them.

What this practically means

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Executive summary

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This was a first appeal from a ruling of Wendoh, J. of the High Court at Nakuru dated 4th March 2011 in Nakuru HC Succession Cause No. 366 of 2003, which revoked a grant of letters of administration intestate issued to the appellant for the estate of his father, James Mbugua Muchuku, who died intestate on 1st April 2001. The grant had distributed the entire residuary estate - six parcels of agricultural land in Nyandarua, a bank account and livestock - to the appellant and his brother, excluding the deceased's six daughters and leaving the bank account in trust for the widow. The daughters successfully sought revocation under sections 74 and 76 of the Law of Succession Act on grounds that they were never consulted and that their exclusion on grounds of gender was discriminatory. The appellant argued that Kikuyu customary law governed the estate, that the daughters had already received gifts inter vivos, that the defunct Constitution's section 82(4) protected the deceased's testamentary freedom, and that Article 27 of the 2010 Constitution and international instruments were inapplicable to pre-2010 events. The Court of Appeal, in a unanimous judgment, dismissed the appeal. It held that because the deceased died after 1st July 1981, sections 2(1) and (2) of the Law of Succession Act applied universally; that sections 35, 41 and 42 make no discrimination between children on grounds of sex; and that gifts inter vivos are not a bar to a share of the residue but are merely taken into account on distribution. The Court affirmed the High Court's reliance on Article 27 and endorsed the Rono v Rono jurisprudence on international anti-discrimination norms. Each party was ordered to bear its own costs, the Court characterising the matter as a family issue.

Key legal issues

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01

Applicable succession regime - Act vs customary law for agricultural land and livestock

Holding

The Court of Appeal upheld the High Court's ruling that the Law of Succession Act governs the whole estate, rejecting the appellant's contention that sections 32 and 33 (excluding agricultural land and livestock in certain districts) applied, since Nyandarua was not a gazetted district and the Act's provisions have universal application to persons dying after 1st July 1981.

Reasoning

Section 2(1) and (2) of the Act give it universal application to all cases of intestate succession of persons dying after its commencement. Section 35, read with sections 41 and 42, governs distribution where there is a surviving spouse and children, and makes no discrimination based on sex. Counsel for the respondents also pointed out that Nyandarua is not among the gazetted districts where customary law applies to agricultural land and livestock, and the appellant pointed to no will excluding daughters. The High Court's application of sections 35, 41 and 42 was therefore correct.

p. 7
02

Effect of gifts inter vivos on a daughter's share of the residue

Holding

Gifts inter vivos made by the deceased to his daughters during his lifetime did not disqualify them from the residue; section 42 merely requires such gifts to be taken into account in determining each beneficiary's share.

Reasoning

The appellant's replying affidavit asserted that land already given to the daughters left them no claim to the residue. The Court held the contrary: section 42 provides that property paid, given or settled to or for the benefit of a child during the intestate's lifetime shall be taken into account in determining the share of the net intestate estate finally accruing to that child. The Court fully adopted the reasoning in Samuel Maina Mwangi & 2 others v Muthoni Kagiri that land given to children is taken into account in distribution, and held the learned Judge correctly construed and applied section 42.

p. 9
03

Invocation of Article 27 of the Constitution 2010 and international anti-discrimination instruments in pre-2010 proceedings

Holding

The Court found no error in the High Court's invocation of Article 27(4) and (5) and of international instruments, holding that the Judge in substance recognised and enforced inheritance rights already crystallised under the Law of Succession Act, and that the constitutional and international anti-discrimination norms merely reinforced the statutory position.

Reasoning

The appellant argued that the events and pleadings predated the 2010 Constitution and that international law is subservient to municipal law. The respondents answered that Article 27 was properly invoked as the Judge was enforcing rights already crystallised under the Law of Succession Act, and that the mention of international conventions was inconsequential since the record shows the Judge relied on the Act's provisions. The Court endorsed the Rono v Rono reasoning that customary law is subject to the Constitution, which outlaws discriminatory laws, and that international instruments prohibiting sex discrimination may inform distribution. The High Court's approach was affirmed.

p. 5

Legal principles established

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  • Where a deceased died after 1st July 1981, both the administration and distribution of the intestate estate fall under sections 2(1) and (2) of the Law of Succession Act, which have universal application regardless of the nature of the assets.
  • Gifts inter vivos made to a child during the deceased's lifetime are not a bar to that child sharing in the residue of the intestate estate; they are merely taken into account at distribution under section 42 of the Law of Succession Act.
  • Customary law has no primacy over the written law (the Law of Succession Act) and the Constitution with regard to inheritance by children of a deceased person; daughters cannot be excluded on grounds of gender.

Court orders

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  1. 1.Appeal dismissed in its entirety
  2. 2.Each party to bear their own costs
On appeal from
High Court of Kenya at Nakuru
H.C. Succession Cause No. 366 of 2003
Jurisdiction invoked
First appeal to the Court of Appeal under rule 29(1) of the Court of Appeal Rules

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, "Johannes Mbugua Muchuku v Lois Wangui Muchuku & 6 others [2016] KECA 391 (KLR)", Case Analysis (2016). Civil Appeal No. 143 of 2011. Source: https://new.kenyalaw.org/akn/ke/judgment/keca/2016/391/eng@2016-07-14

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