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Lapse of Legacy
Lapse of Legacy
Lapse of Legacy
LAPSE:
When a testamentary gift fails because the legateepassesawaybefore
thetestatordoes,eitherbeforeorafterthewillismade,itisreferredto
asa"lapse."Thetestatormustliveinorderforthelegateetobeentitled
tohislegacy;otherwise,thelegacywillnotbeenforceable.Thetestator
isfreetomakehiswillregardlessofthelegatees'statusonthedayitis
made.Alegateeneedonlyexistatthetimeofthetestator'sdeath;they
do not have to be alive on the day of the will
❖Ifalegacyisgiventotwopersonsjointlyandonediesbeforethe
test the other takes the whole.(s.106)
❖Thedoctrineofsurvivorshippreventslapse,butnotifthegiftisto
persons as tenants-in-common.(s.107)
❖ In the absence of a contraryintentioninthewill,abequesttoa
childorotherlinealdescendantofthetestatordoesnotlapseifthe
child of another lineal descendant dies before the testator.(s.109)
❖Where the bequest is to atrusteeforanotherandthetrusteedies
before the testator, the bequest does not lapse.(s.110)
❖Where the bequest is to a class.(s.111)
Effects of lapse:
Unlessacontraryintentionappearsinthewill,alapsedlegacywillform
partoftheresidueofthetestator'spropertyandshallbeincludedinthe
residuarybequest.Theresiduereferredtointhissectioncorrespondsto
the residue referred to in sec25 of the English Wills Act, 1837, and
meansthegeneraluniversalresidue.Butifthewillcontainsnoresiduary
clauses,thelapsedlegacywillgototheheirsofthetestatorasifhehad
died intestate. (sec 107-108).
No lapse if beneficiary in a mutual will dies after the death of one
testator:Whatreallymakesthesurvivor'swillirrevocableinequityisthe
firsttestator'sdeathwithoutcancelinghisownwill.Soonthegroundsof
lapse, a legatee to the mutual wills who survives the first testator but
before the second loses his legacy.
SEC:106.Legacy does not lapse if one or two joint legatees before
testatorIfalegacyisgiventotwopersonsjointly,andoneofthem
dies before the testator, the other legatee takes the whole:
SCOPE: Section 106 deals with a bequest to persons as joint tenants.
The essential characteristics of a joint tenancy are:
1) Unity of possession;
2) Unity of interest 3) Unity of title; and 4) Unity of the time of
commencement of title
Jointtenancy:Wherealegacyisgiventoseveralpersonsconcurrently,
questions arise whether these persons take as joint tenants or
tenants-in-common. This will depend on the context of the will. A
simple legacytoAandBwillprimafaciebetotheasjointtenantsso
thatifAdiesbeforethetestator,Bwilltakethewholelegacy.Although
thesectionspeaksofalegacytotwopersons,thesameruleappliesifthe
bequestistoseveralpersons,andtheshareofanyonethatdieswillnot
lapse but will go to the survivor.
Christian:
ChristiansaregovernedbythisActandinthematterofconstitutionof
thewillofachristianifthebequestismadesimplytotwopersonsthen
the principles of english law as propounded in this section they could
takeasjointtenantsandonthedeathofone,thesurvivorwouldtakethe
whole property. In the case of christians, a joint tenancy is presumed
rather than the tenancy in common.
Although this section applies to Hindus, in construing the wills of
Hindus the rule laiddown in this section should be applied with great
care
❖propertyisgivenwithoutspecificationoftheindividualintereststo
persons who are members of a joint Hindu Family
❖it does notnecessarily follow that they take as joint tenants.
❖ifthebequestistopersonswhoconstitutesuchafamily,theprima
facie view is that they take severally and thatthosewhoarguein
favor of joint tenants
❖ they must havetoshowsomeclearfoundationforitintermsof
the will
❖ Ifontheotherhandthebequestistopersonswhoareincapableof
forming Hindu joint family they generally take as tenants in
common
The Hindu deities will accept an equal amount of hares as a gift,
provided that no precise share is specified. In this instance, Harris CJ
notesthateveniftheSuccessionActhadestablishedasharedtenancy,a
Hindu will would not have done so. Just what happens if one or two
people who were jointly named legateesdies before the testator is
outlinedinSection106.Asharedtenancyisnotcreatedinanywayby
thissection.ThephraseinSection106to"twopersonsjointly"refersto
agifttomorethansimplythetwoindividualsinthearithmeticalsense.
Section 106 is a devolutionary clause rather than a construction rule.
While Hindu law does not recognise shared tenancy.
SEC:107.Effectofwordsshowingtestator'sintentiontogivedistinct
shares:ifalegacyisgiventolegateesinwordswhichshowthatthe
testator intended to give them the distinct shares of it,thenifany
legatee dies before the testator ,so much of the legacy as was
intended for him shall fall into the residue of the testator's property
Where a Hindu testator makes a bequest to persons constituting of a
joint Hindu family, the view is that they take severally and that those
whoargueinfavourofjointtenancyhavetoshowsomeclearfoundation
foritinthetermsofwill.Ifthebequestistopersonswhoareincapable
offormingajointHindufamily,theinferenceisstrongerthattheytake
as tenants-in-common
ArulewasestablishedinthecaseofCrippsvsWolcottwhichsaidthat
thereisagifttotalnumberofpersonsandthesurvivorsandsurvivorsof
themwilltakethepropertyonbasisofexpressintentionoftestatorinthe
period of distribution
SEC:108 .When lapsed share goes as indisposed of: whereashare
whichlapsesisapartofthegeneralresiduebequeathedbythewill,
that share shall go as indisposed of.
Under Section 103,a legacy that lapses will form a partoftheresidue
and will go totheresiduarylegatee.Thissectioncomesintooperation
when the residue itself lapses by the death of the residuary legatee
before the testator or in any other manner. Where the residue is
indisposedoforlapses,itwillgoasonintestacyandbedividedamongst
thenext-of-kinofthedeceasedandallthenext-of-kinwillshareinspite
of any one being expressly excluded by the will. If the residue that
lapsesisaparticularresidue,itwillfallintothegeneralresidue.When
there areseveralresiduarylegateesandtheresidueisgiventothemas
tenants-in-common the share of any one, who dies in the testator‟s
lifetime, will lapse and will not accrue in the augmentation of the
remainingpartsasaresidueofaresiduebutwilldevolveasindisposed
of.If the residue is indisposed of, it must be divided amongst all the
next-of-kin ofthetestatorasonintestacy,notwithstandingthefactthat
thetestatorhasbyhiswilldirectedthatoneofthemshalltakenoshare
in his property.
In English law however the rule is thatwhere the testator in his will
makes a declaration excluding one or some only of the next-of-kin in
clear language, it would be held valid.This section is based on the
English rule in Skrymsher vs NorthCote which was followed in
Vedabala Debi vs The official Trustee of Bengal where residue was
givenontrustwhichfailedonthegroundofuncertaintyanditwasheld
thattherewasresultingtrustoftheresiduetotheheirsofthetestatorsas
onintestacy.Moderndecisionshoweverlaydownadifferentrule.They
statethatifthereisinthewillanintentiontothecontrary,thatintention
must be given effect
SEC:109.Whenbequesttotestator'schildorlinealdescendantdoes
not lapse on his death in testator's lifetime.
Whereabequesthasbeenmadetoanychildorotherlinealdescendant
ofthetestatorandthelegateediesduringlifetimeofthetestatorbutany
linealdescendantofhissurvivesthetestator,thebequestshallnotlapse,
but shall take effect as if the death of the legatee had happened
immediately after thedeathofthetestator,unlessthecontraryintention
appears by the will, this section is an exception to the doctrine of lapse.
To prevent the lapse under this section, three conditions must be
fulfilled.
1. The bequest must be to any child or other lineal descendant of the
testator.
2.The childorlinealdescendantdiesduringlifetimeofthetestatorbut
anylinealdescendantofhisalivesthetestator.Thepersonentitledtothe
bequestmustbeascertainedastothedateofthedeathofthechildand
not as at the date of the death of the testator
unless a contrary intention appears by the will must be construed to
meanthattheremustbeclearandunambiguousintentionbythetestator
inthewillitselfbeforeabequestinfavorofalinealdescendant,should
he die before the testator can be defeated. The expression means that
there must be clear, unambiguous intention by the testator in the will
itselfbeforethebequestinthefavorofachildorlinealdescendantcan
be defeated.
Krishna veni vs Rajagopal
The word “child” used in this section does not include an illegitimate
child but includes an adopted child in case of Hindus
Thissection33oftheEnglishwillsAct1837,whichisnowsubstituted
bythesec19oftheAdministrationoftheJusticeAct,1982Toprevent
lapse under this section, it is not necessary that the lineal descendant
who is alive at the death of the testator, should be the same lineal
descendantwhowasaliveatthedeathofthelegatee.Itissufficientthat
any lineal descendant is alive.
SEC:110.BequesttoAforbenefitofBdoesnotlapsebyA’sdeath:
Where a bequest is made to one person for the benefit ofanother
,thelegacydoesnotlapsebythedeath,inthetestator'slifetime,of
the person to whom the bequest is made.
Thissectionisanotherexceptiontothedoctrineoflapse.Iftheproperty
isbequeathedtoAintrusteeforB,thebeneficialinterestofBwillnot
lapse by the death of the trustee[A] during lifetime ofthetestator.The
testator may give a beneficiary such rightstosecurehislegacyasthis
law allows.Thus a legacy may be charged upon a specificlandandin
addition, the legatee may be given a right of entry upon the land to
enforce the payment of legacy.
example:thereisagifttoAchargedwithasumpayabletoB,thelegacy
to B does not lapse by the death of A, before the testator.
BIBLIOGRAPHY & WEBLIOGRAPHY :