Johannes Mbugua Muchuku v Lois Wangui Muchuku & 6 others [2016] KECA 391 (KLR)
The bottom line
#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
#Executive summary
#Key legal issues
#Applicable succession regime - Act vs customary law for agricultural land and livestock
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.
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.
Effect of gifts inter vivos on a daughter's share of the residue
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.
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.
Invocation of Article 27 of the Constitution 2010 and international anti-discrimination instruments in pre-2010 proceedings
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.
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.
Legal principles established
#- 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
#- 1.Appeal dismissed in its entirety
- 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
#Practical implications
#Frequently asked questions
#Cite this brief
#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.