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Case Brief · caselaw.co.ke
High CourtPartially AllowedNot stated in the judgment (Succession Cause, Nairobi)

In re Estate of Elizabeth Wairimu Waiyaki (Deceased) - Eunice Wamaitha & John Njenga Mang'ara (Objectors) v Trustees of the Will of Elizabeth Wairimu Waiyaki

High Court of Kenya
15 October 2020
4,094 words in judgment
View original judgmentRead on Kenya Law Watch case
AI-assisted case brief
·~16 min to read original · ~4 min brief

The bottom line

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Even if a Will exists, the court can override it to ensure that dependants, including grandchildren, receive fair provision from the estate.

What this practically means

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Executive summary

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This is a first-instance High Court succession decision by Ali-Aroni J delivered at Nairobi on 15 October 2020, in which two objectors challenged the distribution of the estate of Elizabeth Wairimu Waiyaki, who died on 5 April 2014 leaving a Will administered by Trustees. Eunice Wamaitha, widow of the deceased's son Dr. Benjamin Githieya Waiyaki, claimed Dagoretti/Kinoo/2482, 2484 and a portion of 2503 as properties gifted inter vivos to her late husband by Mzee Tiras Waiyaki. John Njenga Mang'ara, grandson, claimed Dagoretti/Kinoo/2492, 2493 and 2498 on behalf of his father KM's estate. The Trustees opposed, arguing res judicata (Civil Suit No. 122 of 2000), lack of dependant status under Section 29 of the Law of Succession Act, lack of locus standi, and intermeddling. The court held the claim was not res judicata since the parties and cause of action differed from the earlier adverse possession suit. It held the objectors claim indirectly through their deceased parents/husband and are dependants within Section 29(a), and that John was properly before the court, rejecting the locus objection as archaic in light of Article 159 of the Constitution. Finding that Elizabeth bypassed the estate of her late son and failed to transmit all of KM's gifted properties, the court invoked Sections 26 and 27 to order reasonable provision from the residue: Dagoretti/Kinoo/2482 and a portion of 2503 to Dr. Benjamin's estate; a substitute property of similar size and value in place of the cemetery plot 2484 (which was refused and left registered to Brian Tiras Waiyaki); and plots 2492, 2493 and 2498 to KM's children. The Trustees were ordered to meet the costs of the suit.

Key legal issues

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01

Whether Eunice's claim is res judicata given Civil Suit No. 122 of 2000 (adverse possession)

Holding

Not res judicata - the parties and cause of action differ; the earlier suit was in adverse possession, this one under the Law of Succession Act

Reasoning

The court applied Section 7 of the Civil Procedure Act and the Uhuru Highway test (same parties, same title, competent court, same issue). Although some properties overlapped, the earlier claim was for adverse possession against Elizabeth's estate, whereas this claim is for reasonable provision as dependants under the Succession Act. The parties and cause of action are dissimilar, so the doctrine does not squarely apply.

p. 3
02

Whether the objectors are dependants within Section 29 of the Law of Succession Act

Holding

Yes - they claim indirectly, seeking what ought to have gone to their deceased parents/husband, and so qualify as dependants

Reasoning

The trustees argued that a daughter-in-law, her children and grandchildren are not dependants. The court accepted that they cannot claim directly as heirs of Elizabeth, but held they claim indirectly through their deceased parents/husband, whose inheritance does not cease on death. Following the Wakagoto authorities, grandchildren step into the shoes of their dead parents and take the share that would have gone to them.

p. 4
03

Whether to interfere with Elizabeth's Will under Sections 26 and 27 of the Act

Holding

Yes - the estate of Dr. Benjamin Githieya Waiyaki and the estate of KM were left out, so reasonable provision is ordered from the residue

Reasoning

Section 5 confers testamentary freedom but it must be exercised responsibly and not to hurt those the testator was responsible for (Ndolo v Ndolo; Banks v Goodfellow). The evidence showed Elizabeth provided for all her children in life and in the Will but bypassed the estate of her late son Dr. Benjamin and did not transmit all properties gifted to KM. The court found the treatment amounted to disdain and invoked Sections 26 and 27 to remedy it.

p. 7
04

Whether John has locus standi as a grandson not representing his father's estate

Holding

He is properly before the court on his own behalf as a grandson seeking his father's share; the locus objection is archaic

Reasoning

The trustees argued John was not a legal representative of his father KM's estate. The court held that rejecting his claim on that basis would sacrifice substantive justice to procedural technicalities, contrary to Article 159(1)(d) and (e) of the Constitution and Sections 1A and 3A of the Civil Procedure Act. He claims for himself and his siblings what ought to have gone to their father.

p. 7

Legal principles established

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  • Grandchildren and widows claiming what ought to have gone to their deceased parents/husband are dependants within Section 29(a) of the Law of Succession Act and may claim reasonable provision from the estate
  • An inheritance does not cease upon death; estates of deceased heirs are entitled to benefit from what would otherwise have gone to that heir
  • Testamentary freedom under Section 5 of the Act is curtailed where dependants were not reasonably provided for, under Sections 26 and 27

Court orders

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  1. 1.Trustees directed and ordered to provide for the objectors from the residue of the estate by transferring Dagoretti/Kinoo/2482 (Plot A) and a portion of Dagoretti/Kinoo/2503 (Plot X) to the estate of Dr. Benjamin Githieya Waiyaki
  2. 2.Trustees directed to allocate from the residue a property similar in size and value as Dagoretti/Kinoo/2484 (Plot C) to the estate of Dr. Benjamin Githieya Waiyaki in place of the cemetery plot
  3. 3.Dagoretti/Kinoo/2492 (Plot L) to be availed to the children of KM
  4. 4.Dagoretti/Kinoo/2484 (Plot C) to remain registered in the name of Brian Tiras Waiyaki and the title released to him
  5. 5.Trustees directed to avail to the children of KM Dagoretti/Kinoo/2493 (Plot M) and Dagoretti/Kinoo/2498 (Plot S), and to transfer the same to the representative of the estate of KM if the titles are still in the name of the deceased
  6. 6.The Trustees to meet the costs of the suit
Jurisdiction invoked
Law of Succession Act (Sections 5, 26, 27 and 29) - first-instance succession cause with objections to distribution under a will

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, "In re Estate of Elizabeth Wairimu Waiyaki (Deceased) - Eunice Wamaitha & John Njenga Mang'ara (Objectors) v Trustees of the Will of Elizabeth Wairimu Waiyaki", Case Analysis (2020). Not stated in the judgment (Succession Cause, Nairobi). Source: 

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