[2020] KEHC 2159 (KLR)
The court held that the requirement to provide a full inventory of assets and liabilities, together with their estimated values, in an application for grant of probate or letters of administration is mandatory under Rule 7(1)(d) of the Probate and Administration Rules. The court found that it has no discretion to...
Source-derived case information.
- Citation
- [2020] KEHC 2159 (KLR)
- Parties
- Applicant: Virginia Woki Muriuki; Applicant: Fiona Wangui Muriuki; Applicant: Caroline Wangari Muriuki
- Court
- High Court
- Court Station
- High Court at Nairobi (Milimani Law Courts)
- Jurisdiction
- Kenya
- Case Number
- Succession Cause 1426 of 2019
- Procedural Posture
- Succession Cause / Ruling on Chamber Summons Seeking Dispensation With Listing of Assets and Liabilities in Application for Grant of Probate
- Outcome
- application dismissed
- Judges
- GMA Dulu
- Legal Topics
- Probate Application Requirements, Inventory of Estate, Dispensation of Statutory Requirements
- Source Language
- en
Source-derived case record
Summary, issues, holding and outcome
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Parties
Virginia Woki Muriuki
Applicant
Fiona Wangui Muriuki
Applicant
Caroline Wangari Muriuki
Applicant
Procedural Posture
Succession Cause / Ruling on Chamber Summons Seeking Dispensation With Listing of Assets and Liabilities in Application for Grant of Probate
Legal Issues
- 1 Whether the court can dispense with the mandatory requirement to list assets, liabilities, and their values in an application for grant of probate under Rule 7(1)(d) of the Probate and Administration Rules.
- 2 Whether the applicants have provided sufficient reasons to justify exemption from listing the assets and liabilities of the deceased's estate.
Ratio Decidendi
The court held that the requirement to provide a full inventory of assets and liabilities, together with their estimated values, in an application for grant of probate or letters of administration is mandatory under Rule 7(1)(d) of the Probate and Administration Rules. The court found that it has no discretion to dispense with this statutory requirement in the absence of express legal authority. Furthermore, the applicants failed to provide sufficient or tangible reasons to justify exemption from the requirement, as concerns about undue publicity and exposure to unscrupulous persons do not outweigh the interests of creditors, the Government, and other third parties who may have a...
Court Disposition
application dismissed
Orders
- The Chamber Summons dated 4th November, 2019 is dismissed.
- No dispensation is granted with respect to the listing of assets, liabilities, and their values in the application for grant of probate.
Full Case Text
Judgment text and source record
23 paragraphs
REPUBLIC OF KENYA
IN THE HIGH COURT OF KENYA
AT NAIROBI
SUCCESSION CAUSE NO. 1426 OF 2019
IN THE MATTER OF THE ESTATE OF NIKODEM MURIUKI MUGWANDIA (DECEASED)
RULING
1. Before me is an application by way of Chamber Summons dated 4th November, 2019 filed by the beneficiaries of the estate of the deceased under Section 70 of the Law of Succession Act (Cap. 160) and Rule 49 of the Probate and Administration Rules, seeking the following orders –
1. That the listing of the assets and liabilities and values thereof in the application for grant of probate be dispensed with.
2. That the costs of the application be provided for.
2. The grounds of the application are that the requested dispensation with the requirement for listing the assets, liabilities and values is in the best interests of the estate and beneficiaries, and that no prejudice would be caused to any third party if the orders sought were granted.
3. The application was filed with a joint affidavit sworn by the beneficiaries Virginia Woki Muriuki, Fiona Wangui Muriuki and Caroline Wangari Muriuki on 4th November 2019, in which it was deponed that the deceased’s assets had grown steadily since the making of the Will dated 22nd December 2015 and that the listing of the deceased’s assets in the application for grant of letters of administration would expose the family to undue publicity which would be prejudicial to the beneficiaries as it would expose them to unscrupulous persons wishing to cause them harm. It was also deponed that the beneficiaries were ready and willing to deal with any liabilities that might come to light upon publication of the Grant of Probate before distribution of assets, and that the beneficiaries of the Will had already entered into a deed of family arrangement in which the assets and liabilities and the manner in which the assets and liabilities would be dealt with was set out.
4. On the hearing date, Counsel for the applicants Ms. Payal Dave urged the court to grant the orders sought to enable the executors apply for the grant of probate in the matter.
5. I have considered the application and documents filed. I note that by a letter dated 27th July 2020 addressed to the Deputy Registrar, Counsel for the applicants indicated that the matter had come up for hearing before Ongeri J. on 4th March 2020, but was put off to 25th March 2020 to enable the beneficiaries appear in person “in camera”to give the background reasons for the application to the court, which did not take place because of the COVID-19 pandemic outbreak.
6. That notwithstanding, in my view, the law is very clear on what is to be disclosed in an application for grant of probate or letters of administration. In that regard, Rule 7(1)(d) of the Probate and Administration Rules provides as follows –
“7(1). Subject to the provisions of sub rule (9), where the applicant seeks a grant of representation to the estate of a deceased person to which estate no grant or no grant other than one under section 49 or a limited grant under section 67 of the Act has been made, the application shall be by petition in the appropriate form supported by an affidavit in one of Forms 3 to 6 as appropriate containing so far as they may be within the knowledge of the applicant, the following particulars –
(d) A full inventory of all his assets and liabilities at the date of his death (including such, if any, as may have arisen or becomes known since that date) together with anestimate of the value of his assets movable and immovable and his liabilities.”
6. It can be seen from the above that the words used in the rules are mandatory as the word “shall” was used. Thus unless in cases where a limited grant is applied for, an applicant for a full grant of probate or letters of administration must disclose the known assets and estimated value as well as the liabilities of the deceased as at the time of applying for the grant. Since this court has not been referred to any powers conferred upon it to dispense with the above mandatory statutory requirements under Rule 7 above, this application will fail.
7. Even if the law had granted such discretion to this court to dispense with the listing of the assets and liabilities of the deceased, the applicants have not disclosed any tangible reasons why the court should grant the exemption sought. Merely stating that the family will be exposed to undue publicity and unscrupulous persons in my view cannot be a sufficient reason for this court to grant the applicant’s request, as the assets and the liabilities of the estate of the deceased are not of interest only to the beneficiaries but also to other parties such as creditors and the Government.
8. I find no merits in the application and dismiss the same.
Dated and delivered this 26th October, 2020.
George Dulu
JUDGE
Delivered virtually due to the COVID-19 pandemic and the Ministry of Health regulations.