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Court of AppealDismissedCivil Appeal (Nairobi) arising from High Court (Family Division) Succession Cause No. 2501 of 2003· [2021] KECA 118 (KLR)

Muthemba v Mungai (Civil Appeal 448 of 2018) [2021] KECA 118 (KLR)

Court of Appeal of Kenya
22 October 2021
5,134 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 a widow who dies before a polygamous estate is distributed cannot count as an extra 'house' when her husband's property is shared.

What this practically means

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Executive summary

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The Court of Appeal (Karanja, Sichale and Laibuta, JJA) dismissed in its entirety the appeal by David Muthemba Mungai against the judgment and decree of W. Musyoka, J dated 12th May 2017 in Nairobi High Court Family Division Succession Cause No. 2501 of 2003, concerning distribution of the intestate estate of Andrew Mungai Muthemba, a polygamist leaving two houses. The appellant, firstborn son of the first wife, sought redistribution in a 6:5 ratio counting his deceased mother, Joyce Wairimu Mungai, as an additional unit. The Court held that under section 40(1) of the Law of Succession Act, read with sections 55 and 71, distribution occurs upon confirmation of the grant and only a widow surviving at that moment counts as an additional unit; Joyce having died before confirmation, her life interest and unit status were extinguished. The correct ratio was therefore 5:5 - five children of the first house against four children of the second house plus the surviving widow. The Court also upheld the treatment of the 47% Kentazuga Hardware Limited shares given to the appellant and his brother as gifts inter vivos to be brought into account under section 42, leaving only the remaining 53% for distribution; affirmed the High Court's respect for the deceased's evident wish to settle the two houses on separate Lower Kabete and Mukinduri properties; and upheld the equal distribution of the Bomas property, LR No. 209/10487, among the surviving widow and all children, the deceased having assigned it to neither house. The High Court judgment and decree were upheld in full. No orders as to costs were made, the outcome being in the interest of all beneficiaries.

Key legal issues

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01

Whether a deceased widow of a polygamous intestate counts as an additional unit under section 40(1)

Holding

She does not. She must survive until distribution (confirmation of grant) to be counted; Joyce Wairimu Mungai having died before confirmation, she could not be a unit.

Reasoning

The Court read sections 40(1), 55(1) and 71(1) together: division of the estate happens on confirmation of the grant, and only a wife 'surviving him' is added as an additional unit. A 'surviving spouse' is one who lives on after the intestate's death and must be alive at distribution to benefit or enjoy a life interest. Death before confirmation extinguishes the life interest and unit status. The Court approved Musa Imbiakha Khatimba, SMK v EWK and Francis Mwangi Thiong'o to this effect.

p. 9
02

The applicable ratio of distribution between the two houses

Holding

The correct ratio is 5:5 - the five children of the first house against the four children of the second house plus the surviving widow as an additional unit.

Reasoning

Because Joyce Wairimu predeceased the confirmation of grant, the first house comprises only its five children. The second house comprises four children plus the respondent, the only surviving widow, as an additional unit under section 40(1). The appellant's proposed 6:5 ratio rested on the mistaken premise that Joyce survived the intestate. The Court also noted section 40(1) leaves the court discretion to ensure equitable distribution.

p. 11
03

Effect of gifts inter vivos on distribution

Holding

Previous benefits conferred on children or a house during the intestate's lifetime must be brought into account under section 42; the 47% Kentazuga shares given to the appellant and John Mungai Muthemba were properly excluded from distribution.

Reasoning

Section 42 requires property given to a child, grandchild or house during the intestate's lifetime to be taken into account in determining that beneficiary's final share. The 47% of Kentazuga Hardware Limited shares given to the appellant and his brother were gifts inter vivos; no evidence of a commercial transaction was adduced to exclude them. Only the remaining 53% was available for distribution, and the High Court's equal sharing among the respondent and seven children was unimpeachable.

p. 12
04

Distribution of the Bomas property (LR No. 209/10487)

Holding

As the deceased did not assign it to either house, it was available for distribution equally among the surviving widow and all children of both houses.

Reasoning

The evidence showed the Bomas property was the deceased's residence, open to both wives and their children, and he deliberately did not assign it to either house. The separation of the houses onto other properties (Mukinduri for the second house, Lower Kabete for the first) demonstrated the deceased's wishes, which the Court respected per Paul Kirugi Nyingi. The Bomas property therefore fell into the residue for equal sharing, and the High Court's decree to that effect was upheld.

p. 13
05

Respecting the deceased's wishes in distribution

Holding

The deceased's arrangement separating the two houses onto different properties must be respected absent proof that it was illegal, unfair, discriminatory or unjust.

Reasoning

The Court adopted the principle in Paul Kirugi Nyingi that the wishes of the deceased, as demonstrated by the settlement of the second house on the Mukinduri property and the first house on the Lower Kabete properties, ought to be respected unless shown to be illegal, unfair, discriminatory or unjust. Nothing suggested bias or discrimination, so the Court would hesitate to interfere.

p. 13

Legal principles established

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  • For a widow in a polygamous marriage to be reckoned as an additional unit under section 40(1) of the Law of Succession Act, she must be alive at the time of distribution, which occurs upon confirmation of the grant; death prior to confirmation extinguishes her life interest and her entitlement to be counted as a unit.
  • Distribution or division of the intestate estate under section 40 of the Law of Succession Act can only take place upon confirmation of the grant of letters of administration intestate.
  • Benefits paid, given or settled on a child, grandchild or house during the intestate's lifetime must be taken into account in determining the share of the net intestate estate finally accruing to that beneficiary (section 42).
  • While section 40 provides the general rule for distribution of a polygamist's estate, the court retains discretion to take account of the factual circumstances of the particular case to ensure equitable and fair distribution.
  • A first appeal to the Court of Appeal is by way of retrial: the Court must reconsider and evaluate the evidence itself and draw its own conclusions, while making allowance for not having seen or heard the witnesses.

Court orders

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  1. 1.Uphold the judgment and decree of the High Court dated and delivered on 12th May 2017
  2. 2.Dismiss the appellant's appeal in its entirety
  3. 3.Make no orders as to costs
On appeal from
High Court of Kenya, Nairobi (Family Division)
Succession Cause No. 2501 of 2003
Jurisdiction invoked
First appeal to the Court of Appeal under the Law of Succession Act (appeal against confirmation of grant and mode of distribution); the judgment does not state the specific appellate provision

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, "Muthemba v Mungai (Civil Appeal 448 of 2018) [2021] KECA 118 (KLR)", Case Analysis (2021). Civil Appeal (Nairobi) arising from High Court (Family Division) Succession Cause No. 2501 of 2003. Source: https://new.kenyalaw.org/akn/ke/judgment/keca/2021/118/eng@2021-10-22

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