In re Estate of Julius Marete Ibutu (Deceased) (Succession Cause 11 of 2018) [2022] KEHC 14396 (KLR) (27 October 2022) (Ruling)
Neutral citation:
[2022] KEHC 14396 (KLR)
Republic of Kenya
Succession Cause 11 of 2018
TW Cherere, J
October 27, 2022
Between
Priscilla Nkirote Marete
Applicant
and
Gladys Kinaitore Marete
1st Applicant
Janet Mwarania Marete
2nd Applicant
Salome Kanarion Marete
3rd Applicant
Esther Makena Marete
4th Applicant
Ruling
1.Julius Marete Ibutu(deceased) died on 20th April, 2018. On 26th June, 2018, Priscilla Nkirote Marete (Petitioner) petitioned the court for a grant of letters of administration intestate but annexed deceased’s will dated 10th May, 2015 which appointed David Muriungi Machegu and Jukius Gennings Gichoga as executors. Annexed to the petition is a letter dated 14th June, 2018 by the chief Chugu Location listing the GLADYS Kinaitore Marete (1st Applicant) as deceased’s first wife and her 5 children who include the 2nd, 3rd and 4th Applicants and Priscilla Nkirote Marete as deceased’s second wife and her six children. The letter contains names of deceased’s grandchildren and daughter in law and list of his assets.
2.Letters of Administration Intestate were issued to the Petitioner on 21st February, 2029.
3.Before Certificate of Confirmation of Grant could issue, the Applicants moved to this court vide a summons for reasonable provision dated 21st December, 2018 mainly on the grounds that the will was discriminatory against them and was a forgery. The summons is supported by 1st Applicant’s affidavit sworn on 21st December, 2018 in which she reiterates the grounds on the face of the application.
4.Additionally, 1st Applicant avers that she and deceased acquired LR Ruiri/Rwarera/519 and built a matrimonial home where she lives to date and by their joint efforts acquired hotel businesses in Mikinduri, cereals businesses in Tharaka Nithi and Ukambani, Posho Mill I Meru Town and transport business where they acquired a lorry, a bus and a garage. It is her case that it is through her contribution that deceased acquired his estate and that the will alleged to have been made by deceased which is skewed towards the 1st house unfairly discriminates against her and her children.
5.In response, Petitioner filed an affidavit sworn on 19th November, 2019 stating that deceased’s will was read by Mr. Kiautha Arithi Advocate on 30th May, 2018 in her presence and deceased’s children and 2 original copies of the same for purposes of commencing succession proceedings.
6.By an order dated 25th November, 2019, the court directed that the issue of validity and authenticity of the will be determined by way of viva voce evidence.
Respondent’s case.
7.Mr. Lawrence Kiautha Arithi advocate stated that on 10th November, 2015, deceased who was his client called on him in company of David Muriungi Machegu and Jukius Gennings Gichoga and expressed his wish to make a will. That deceased had a draft will which he instructed the advocate to incorporated some changes and after it was typed and read out to him, he thumb printed and signed it and his two witnesses too signed subsequent to which it was registered with the Central Land Registry on 20th November, 2015. It ws his evidence that he was with deceased for about 5 hours and he appeared to be of sound mind and health. He invited deceased’s family for reading of the will on 30th May, 2018.
8.In cross-examination by counsel for the Applicants, counsel confirmed that the 1st Applicant was not provided for in the will.
9.Gennings Gichoga one of the witnesses to the will stated that deceased was mentally and physically health when he made the will dated 10th November, 2015. In cross-examination by counsel for the Applicants, the witness stated that the Applicants were unknown to him.
10.Petitioner stated Applicant was unknown to her and that she did not know the mother to 2nd, 3rd and 4th Applicants. She was however aware that deceased had another wife before her. It was her evidence that 2nd, 3rd and 4th Applicant who are deceased’s children were provided for by the deceased
Applicants’ case
11.1st Petitioners stated that she was deceased’s first wife as evidenced by chief’s letter dated 14th June, 2018. It is her testimony that whereas she could not recall when deceased married the Petitioner, she remained deceased’s first wife until his death. 1st Petitioner complains that she and her daughter the 3rd Applicant were not provided and her other children 2nd and 4th Applicants were not provided as much as the Petitioner and she children. She additionally complains that LR Ruiri/Rwarera/519 where her matrimonial home is built was bequeathed to her children, the 2nd and 4th Applicants herein.
12.2nd and 4th Applicants similarly faulted the Will on the ground that their house was not provided as much as the 2nd house. 3rd Applicant stated that just like her mother the 1st Applicant, she was not provided for in the Will.
Analysis and determination
13.I have considered the evidence on record and submission filed on behalf of the parties identified the issues for determination as follows;1.Whether the Applicants are lawful beneficiaries of the deceased2.Whether there exists a valid Will and testament of the deceased.3.Whether deceased made reasonable provision for Applicants
Whether the Applicants are lawful beneficiaries and dependants of the deceased
14.Section 29 of The Law of Succession Act Cap 160 Laws of Kenya (The Act) defines a dependant to be :-a.the wife or wives, or former wife or wives, and the children of the deceased whether or not maintained by the deceased immediately prior to his death;b.such of the deceased’s parents, step-parents, grand-parents, grandchildren, step-children, children whom the deceased had taken into his family as his own, brothers and sisters, and half-brothers and half-sisters, as were being maintained by the deceased immediately prior to his death; andc.Where the deceased was a woman, her husband if he was being maintained by her immediately prior to the date of her death.
15.Petitioner filed a letter dated 14th June, 2018 by the chief Chugu Location listing Gladys Kinaitore Marete (1st Applicant) as deceased’s first wife and her 5 children who include the 2nd, 3rd and 4th Applicants and Priscilla Nkirote Marete as deceased’s second wife and her six children.
16.That the 1st Applicant resides on deceased’s land LR Ruiri/Rwarera/519 is not disputed. The Petitioner’s claim that she does not know the 1st Applicant as deceased’s wife but knows her children as deceased’s children flies in the face of her own evidence contained in the chief’s letter mentioned hereinabove which she herself filed in court at the commencement of this cause.
17.Consequently, I find that the Applicants are deceased’s dependants and unless the contrary is proved are entitled to his estate.
Whether there exists a valid Will and testament of the deceased.
18.Section 5 of the Law of Succession Act does provide that;(1)Subject to the provisions of this part and part III, any person who is of sound mind and not a minor may dispose of all or any of his free property by a will, and may thereby make any disposition by reference to any secular or religious law that he chooses.(2)A female person whether married or unmarried, has the same capacity to make a will as does a male person.(3)Any person making or purporting to make a will shall be deemed to be of sound mind for the purpose of this section unless he is at the time of executing the will, in such a state of mind, whether arising from mental or physical illness, drunkenness, or from any other cause, as not to know what he is doing.(4)The burden of proof that a testator was at the time he made any will, not of sound mind shall be upon the person who so alleges.
19.The case by the Applicants is that the Will is a forgery. Section 109 of the Evidence Act, Cap 80 places the burden of proof on him who alleges and states as follows: -
20.The need to prove and the burden of proof of such allegations was elaborated by the court in Christopher Ndaru Kagina vs. Esther Mbandi Kagina & Another [2016] eKLR where the court stated that -
21.In this case, the Applicants neither particularized nor proved that the Will was forged.
Whether deceased made reasonable provision for Applicants
22.It is the Applicants’ case that the Will does not provide for the 1st and 3rd Applicants and provides more for the Petitioner and her children as compared to the provision made to 1st Applicant’s two children. Petitioner on the other hand contends that the Will makes reflects the deceased’s wishes which ought to be respected.
23.In support of the will, the Petitioner relied on Knight Bruce in Bird v Luckie {1850} 68 ER 373 where it was held that:
24.Petitioner similarly relied on In Re Arthur (Deceased) Abakah and Another v. Attah-Hagan and Another [1972] 1 GLR 435 where Archer JA (as he then was) said:
25.Applicants on the other submitted that Section 5 of the Act is not absolute and that responsibility of the testator to the dependents is recognized under Section 26 of the Act which provides that:
26.Applicants also placed reliance on Elizabeth Kamene Ndolo v. George Matata Ndolo [1996] eKLR where the court of Appeal stated that:This court must, however, recognize and accept the position that under the provisions of section 5 of the Act every adult Kenyan has an unfettered testamentary freedom to dispose of his or her property by will in any manner he or she sees fit. But like all freedoms to which all of us are entitled the freedom to dispose of property given by section 5 must be exercised with responsibility and a testator exercising that freedom must bear in mind that in the enjoyment of that freedom, he or she is not entitled to hurt those for whom he was responsible during his or her lifetime. The responsibility to the dependants is expressly recognized by section 26 of the Act.
27.The court further stated that:
28.Additionally, Applicants placed reliance on re Estate of Gideon Sawe Kipkessio (Deceased) [2019] eKLR where the court stated as follows:
29.Likewise, Applicants relied on Gulzar Abdul Wais v Yasmin Rashid Ganatra & Another [2014] eKLR where the court had this to say about Section 5 of the Act: -This Section clearly puts limitations on the testamentary freedom given by section 5. So that if a man by his Will disinherits his wife, or child who was dependent on him during his lifetime, the court will interfere with his freedom to dispose of his property by making reasonable provision for the disinherited wife or child……….. The legal position is clear that failure to provide for a beneficiary in a Will does not invalidate a Will. This is because the court is empowered to under section 28 of the LSA to make reasonable provision for the dependant in exercise of its discretion.
30.53. I am guided by the cited case. The legal position is clear that failure to provide for a beneficiary in a Will does not invalidate a Will. This is because the court is empowered to under section 28 of the LSA to make reasonable provision for the dependant in exercise of its discretion.
31.I am guided by the cited case. The legal position is clear that failure to provide for a beneficiary in a Will does not invalidate a Will. This is because the court is empowered to under section 28 of the LSA to make reasonable provision for the dependant in exercise of its discretion.
32.In support of the proposition that the will discriminated the 1st house, Applicants placed reliance on re Estate of Gideon Sawe Kipkessio (Deceased) (supra) where the court stated as follows:
33.The court went further and stated that:Even if the will was to be found to have been properly executed it fails to meet the guidelines set out in section 28 was not strictly followed, therefore some beneficiaries received more and other so little compared to the acreage of land. In view of the above holdings the impugned will and the proposed mode of distribution is set aside set aside I proceed to make provision for all the dependants and/or beneficiaries equitably in accordance with the law. Having been a polygamous set up I am guided by section 40 of the Law of Succession Act of section 40 of the Law of Succession Act Cap 160 Laws of Kenya which states as follows; “40. (1) Where an intestate has married more than once under any system of law permitting polygamy, his personal and household effects and the residue of the net intestate estate shall, in the first instance, be divided among the houses according to the number of children in each house, but also adding any wife surviving him as an additional unit to the number of children”.
34.On 24th October, 2022, this court made a request to identify the members of each of each of the two house. Counsel for both parties duly complied and Applicants ‘counsel went further and summarized to demonstrate what assets had been bequeathed to the each of the dependents.
35.The family of members of the deceased’s two houses are as listed here below.1stHouse1.Gladys Kinaitore Marete - Widow (1st Applicant Herein)2.Janet Mwarania Marete – Daughter (2nd Applicant Herein)3.Salome Kanario Marete – Daughter (3rd Applicant herein)4.Esther Makena Makena Marete _ Daughter (4th applicant herein)5.Charles Kigorwe Marete – Son (deceased)2ndHouse1.Priscilla Nkirote Marete – Widow (petitioner herein)2.David Gikunda Marete – Son3.Mary Mukiri - Daughter4.Betty Kaimuri – Daughter5.Stephen KinotI Marete – Son(deceased)6.Norman Mwirigi Marete _ Son7.James Muriithi Marete – Son
36.For ease of reference, the the impugned mode of distribution is as set out in the Table below.1ST HOUSETABLETRTC{style border: 1px solid #000; width: 13%}No.TC{style border: 1px solid #000; width: 43%}Names of beneficiaryTC{style border: 1px solid #000; width: 43%}Property given as per the willTRTC{style border: 1px solid #000; width: 43%}Gladys Kinaitore MareteTC{style border: 1px solid #000; width: 43%}NilTRTC{style border: 1px solid #000; width: 43%}Janet Mwarania MareteTC{style border: 1px solid #000; width: 43%}1. 2 Acres out of L.R No. Ruiri/Rwarera/519TRTC{style border: 1px solid #000; width: 43%}Salome Kanairio MuthuriTC{style border: 1px solid #000; width: 43%}NilTRTC{style border: 1px solid #000; width: 13%}4.TC{style border: 1px solid #000; width: 43%}Esther Makena M’MareteTC{style border: 1px solid #000; width: 43%}1. 1/5 Share of L.R No. Nyaki/Kithoka/34682. 2 Acres out of Lad Parcel No. Ruiri/Rwarera/519.TRTC{style border: 1px solid #000; width: 13%}5.TC{style border: 1px solid #000; width: 43%}Charles Kigorwe MareteTC{style border: 1px solid #000; width: 43%}1. Part of Nyaki/Mujoga/Giaki/1/22. L/Abothuguchi/makandune/7333. Plot No. 191 Kooje4. Ruiri/Tutua/ 519TRTC{style border: 1px solid #000; width: 13%}6.TC{style border: 1px solid #000; width: 43%}Derick Kimathi Kiogore (son of Charles Kigorwe Marete (deceased sonTC{style border: 1px solid #000; width: 43%}1. LR. Nyaki/Muthalankari/27292. LR. 7918/19 Isiolo MunicipalityTRTC{style border: 1px solid #000; width: 43%}Kelvin Mwenda Kiogore(son of Charles Kigorwe Marete (deceased son)TC{style border: 1px solid #000; width: 43%}1. LR. Nyaki/Muthalankari/27292. LR. 7918/19 Isiolo Municipality2ND HOUSETABLETRTC{style border: 1px solid #000; width: 7%}NoTC{style border: 1px solid #000; width: 33%}Name of BeneficiaryTC{style border: 1px solid #000; width: 58%}Property Given as per the WILLTRTC{style border: 1px solid #000; width: 33%}Priscilla Nkirote MareteTC{style border: 1px solid #000; width: 58%}1. Nyaki/Mulathankari/27302. Ntima/Igoki/35233. Ntima/Igoki/75084. Parcel No. 117 – Ex Lewa Measuring 5 acres5. Nyaki/Kithoka/34676. Meru Municipality Block 11/557. Mikinduri P/No. 31248. Tigania/Antuamburi/22429. Tigania/Antuamburi/518110. Block 11/788TRTC{style border: 1px solid #000; width: 7%}2. 2.TC{style border: 1px solid #000; width: 33%}David Gikundi MareteTC{style border: 1px solid #000; width: 58%}1. Nyaki/Mulathankari/12182. Nyaki/Munithu/28603. Ntima/Igoki/78034. Nyaki/giaki/39945. Ex lewa/1176. Block 2787 Nanyuki7. Block 11/7888. Parcel no. 4899 AkaigaTRTC{style border: 1px solid #000; width: 33%}Betty KaimuriTC{style border: 1px solid #000; width: 58%}1. Ntima/Igoki/75092. Flat no. 5B Nairobi3. Uringu Plot No. 11804. Flat No. 5B on LR. 5/44 NairobiTRTC{style border: 1px solid #000; width: 33%}Norman Mwirigi MareteTC{style border: 1px solid #000; width: 58%}1. Nyaki Mulathankari/27322. Ntima/Igoki/35233. Ntima/Igoki/32234. Ex- Lewa Plot No. 1175. Meru Municipality Block 11/556. Block 11/7887. Uringu 14768. Mikinduri Plot No.36029. Akaiga 3974TRTC{style border: 1px solid #000; width: 7%}5TC{style border: 1px solid #000; width: 33%}James Murithi MareteTC{style border: 1px solid #000; width: 58%}1. Nyaki/Mulathankari/27312. Ntima/Igoki/75083. Ex- Lewa 1174. Meru Municipality Block 11/7885. Akaiga 15276. Meru Municipality Block 11/55TRTC{style border: 1px solid #000; width: 33%}Damaris Nkatha Kinoti w/oStephen KinotI Marete Son(deceasedTC{style border: 1px solid #000; width: 58%}1. Nyaki/Mulathankari/12182. Nyaki/ Mulathankari/28593. Block 2787 Nanyuki4. Mikinduri P/No. 59785. Akaiga 4814TRTC{style border: 1px solid #000; width: 33%}Melvin Maingi Kinoti s/o Stephen KinotI Marete Son(deceased)TC{style border: 1px solid #000; width: 58%}1. Ntima/Igoki/78032. Ex- Lewa 117TRTC{style border: 1px solid #000; width: 33%}Kevin Maingi Kinoti s/o Stephen KinotI Marete Son(deceased)TC{style border: 1px solid #000; width: 58%}1. Part of Nyaki/Giaki/3993
37.The Will also includes Makena Kinyua, Fabiaan Kinyua, Kaimenyi Kinyua, Mutethia Kinyua, Eric Gitonga and Brian Kirimi who are grandchildren of the deceased but it did not come out clearly from which house they belong. It is apparent that the Will disinherits 1st Applicant and 3rd Applicant who are widow and daughter from the 1st house and Mary Mukiri, a daughter from the second house. A comparison of what was provided for to the first house compared to the provision made to the second house leaves no doubt in the mind of the court that the Will discriminated the first house. What is even more unsettling is that the 1st Applicant has been left exposed after her matrimonial home LR RUIRI/RWARERA/519 was bequeathed to the 2nd and 4th Applicants.
38.Case law supports the proposition that deceased’s Will must be honored as much as it is reasonably possible. There are however instances that call for intervention especially where dependents are disinherited or discriminated against. In Re The Estate of Sospeter Kimani Waithaka (Deceased) [2010] eKLR, the court stated as follows;
39.The court having satisfied itself that deceased’s will disinherits and discriminates the Applicants, the next question that begs answers is what the effect of discriminatory provisions in a Will would be and whether such provisions can stand.
40.Article 27(3) of the Constitution guarantees the right to equality and freedom from discrimination. It provides that “women and men have the right to equal treatment, including the right to equal opportunities in political, economic, cultural and social spheres.” Sub-article (4) read together with (5) prohibits discrimination on the basis of inter alia sex or marital status.
41.The constitutional right to equality and non-discrimination is inalienable. This Court does not contemplate a situation where the scales of justice would tip in favour of one of deceased’s houses as though they were diminished in human worth in matters of inheritance, or in any other matter. Indeed, the constitutional right to equality and freedom from discrimination is the mainstay of our personal dignity, which Courts should strive to uphold.
42.In so far as deceased’s Will discriminatory, it cannot stand. The Will goes against the grain of the Constitution, statute law and the international human rights instruments binding on Kenya under and by virtue of Article 2(5) and (6) of the Constitution. Its contents erode its legal validity.
43.Finally, I am mindful of the principle that section 40(1) of the Act does not take away the discretion of a court in determining an equitable and fair mode of distribution. This Court so held in Scholastica Ndululu Suva v Agnes Nthenya Suva [2019] eKLR where the learned Judges observed that: “......although section 40 provides the general provision for the distribution of the estate of a polygamous deceased person, the court has discretion to take into account factual circumstances of the particular case that may be relevant in ensuring equitable and fair distribution of the estate.”
44.From the foregoing analysis, this court makes the following orders:1.Applicants are lawful beneficiaries and dependants of the deceased2.Deceased’s Will is a nullity on account of its discriminatory provisions3.Deceased’s estate except one acre of Nyaki/Giaki/3993 bequeathed to a buyer one Kariuki Kware shall be administered and distributed as an intestate estate in accordance with section 40 of the Act4.The parties shall bear their own costs5.Mention on 15th February, 2023 to confirm distribution
DELIVERED THIS 27TH DAY OF OCTOBER, 2022.WAMAE. T. W. CHEREREJUDGEAppearancesCourt Assistant - KinotiFor Applicants /Objectors - Mr. Kariuki for Mithega & AdvocatesFor Petitioner/Respondent - Ms. Gikundi for Charles Kariuki & Kiome Advocates