[2020] KEHC 3616 (KLR)
The court determined that a fair and equitable distribution of the deceased's estate could not be achieved without first ascertaining the value of the contested assets. Both parties presented conflicting proposals regarding the distribution, with disputes over the value and inclusion of certain properties. The court...
Source-derived case information.
- Citation
- [2020] KEHC 3616 (KLR)
- Parties
- Applicant: Martin Msafari Msagha; Respondent: Dorothy Mkawana Msagha
- Court
- High Court
- Court Station
- High Court at Mombasa
- Jurisdiction
- Kenya
- Case Number
- Succession Cause 50 of 2011
- Procedural Posture
- Succession Cause / Ruling on Contested Distribution of Estate Assets
- Outcome
- Interlocutory orders issued; final distribution deferred pending valuation of assets.
- Judges
- M Thande
- Legal Topics
- Testate Succession, Estate Distribution, Executor Duties, Beneficiary Rights
- Source Language
- en
Source-derived case record
Summary, issues, holding and outcome
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Parties
Martin Msafari Msagha
Applicant
Dorothy Mkawana Msagha
Respondent
Procedural Posture
Succession Cause / Ruling on Contested Distribution of Estate Assets
Legal Issues
- 1 Whether the distribution of the deceased's estate as proposed by the respondent is fair and equitable to all beneficiaries.
- 2 Whether certain properties form part of the deceased's estate for distribution.
- 3 Whether the value of the assets must be ascertained before a final distribution can be made.
Ratio Decidendi
The court determined that a fair and equitable distribution of the deceased's estate could not be achieved without first ascertaining the value of the contested assets. Both parties presented conflicting proposals regarding the distribution, with disputes over the value and inclusion of certain properties. The court found that some assets, such as Lake Jipe 965, had already been distributed in a different succession cause and thus did not form part of the estate in question. Additionally, the court noted that some properties mentioned by the applicant were not included in the list of assets of the deceased's estate and could not be considered without further information. To resolve the...
Court Disposition
Interlocutory orders issued; final distribution deferred pending valuation of assets.
Orders
- The following assets shall be valued within 90 days: Plot No. 957 Mikindani, Plot No. Kilifi/Roka/1357, Plot No. 1488/Magongo, Plot No. Lake Jipe 965, Plot No. 2840/I/MN, Shanzu.
- The cost of valuation shall be catered for by the rent from Plot No. 957 Mikindani.
Full Case Text
Judgment text and source record
131 paragraphs
REPUBLIC OF KENYA
IN THE HIGH COURT OF KENYA AT MOMBASA
SUCCESSION NO. 50 OF 2011
IN THE MATTER OF THE ESTATE OF BARDSLEY ZEPHANIA MSAGHA (DECEASED)
MARTIN MSAFARI MSAGHA....................................................APPLICANT
VERSUS
DOROTHY MKAWANA MSAGHA.........................................RESPONDENT
RULING
1. The proceedings herein relate to the estate of Bardsley Zephania Msagha, (“the deceased”) who died testate on 29. 11. 10 at the Nairobi Hospital. Grant of Probate (“the Grant”) of the deceased’s written will was on 16. 6.11, issued to the Respondent, the duly appointed executrix thereof. The Grant was confirmed on 9. 3.12.
2. In her affidavit in support of her petition for the Grant, the Respondent listed the following, as the persons who survived the deceased:
Clemence Mwahe Javan mother
Dorothy Mkawana Msagha widow, (the Respondent)
Javan Kitogho Msagha son
Faith Nzighe Msagha daughter
Martin Msafari Msagha son (the Applicant)
Linda Samba Msagha daughter
Sharlet Ngoviana Msagha daughter
Clemence Mwahe Msagha daughter
Zablon Mwawuganga Msagha son
3. The Respondent further listed the following properties as forming his estate:
i) Plot No. Kilifi/Roka/1357
ii) Plot No. Kwale Chuini/451
iii) Plot No. Kwale Chuini/145
iv) Plot No. Kwale Chuini/390
v) Plot No. Kwale Chuini/448
vi) L. R. No. 4163/II/MN
vii) L. R. No. 4079/II/MN
viii) Plot No. 2161 Shanzu Settlement Scheme
ix) Plot No. 957 Mikindani
x) Shares with Mumias Sugar Company
xi) Shares with Firestone
xii) Shares with Safaricom
xiii) Shares with Uchumi
xiv) Shares with Olympia Capital
xv) Shares with NIC Bank
xvi) Shares with Kengen
xvii) A/c No. 0101147076701 at Standard Chartered Bank
xviii) Motor vehicle KAW 442X
4. In his will, other than appointing the Respondent as executrix, the Deceased did not make any bequest to any beneficiary. As a result, the question of distribution of the estate has remained contentious. The Applicant did in previous applications accuse the Respondent of failing to distribute the estate thereby leaving him, and his siblings Javan Kitogho and Faith Nzige, all step children of the Respondent, destitute. The Court directed the Respondent to file accounts of the estate to facilitate distribution. Accounts were filed but the beneficiaries could still not agree. Thereafter, the Court on 6. 5.19 directed that the parties go for court annexed mediation and a partial agreement was reached. The agreed distribution contained in a settlement agreement dated 18. 7.19 is as follows:
Asset Beneficiary Shares
Plot No. Kwale Chuini/451 Plot No. Kwale Chuini/448 Dorothy Mkawana Msagha
Clemence Mwahe Msagha
Zablon Mwawuganga Msagha
Sharlet Ngoviana Msagha
Linda Samba Msagha In equal shares
Plot No. Kwale Chuini/145
Plot No. Kwale Chuini/390
L. R. No. 4163/II/MN
Plot No. Bura Mwatate 1185
Chawia/Wusi/116 Javan Kitogho Msagha
Faith Nzighe Msagha
Martin Msafari Msagha In equal shares
L. R. No. 4079/II/MN Zablon Mwawuganga Msagha
Sharlet Ngoviana Msagha
Clemence Mwahe Msagha In equal shares
Chawia/Wusi/116 Javan Kitogho Msagha
Faith Nzighe Msagha
Martin Msafari Msagha In trust for the Msagha family
Shares in Integrated Utilities Service Javan Kitogho Msagha
Martin Msafari Msagha Zablon Mwawuganga Msagha In equal shares
5. On 23. 9.19, the Court set aside the certificate of confirmation of grant dated 12. 3.12 and ordered that a fresh certificate of confirmation of grant be issued in terms of the settlement agreement.
6. Parties were thereafter directed to file proposals for distribution of the remaining properties, the distribution of which they were unable to agree upon. The contested properties are:
i) Plot No. 957 Mikindani
ii) Plot No. Kilifi/Roka/1357
iii) Plot No. 1488/Magongo
iv) Lake Jipe 965
v) Plot No. 2840/I/MN, Shanzu
vi) KAW 442X
7. From the list of contested and uncontested properties, it is apparent that there are properties that were not included in the application for the grant.
8. The Respondent’s proposal for distribution of the contested assets is as follows:
Asset Beneficiary Shares
Plot No. 957 Mikindani DorothyMkawana Msagha In equal shares
Plot No. Kilifi/Roka/1357 Dorothy Mkawana Msagha
Clemence Mwahe Msagha
Zablon Mwawuganga Msagha
Sharlet Ngoviana Msagha
Linda Samba Msagha In equal shares
Plot No. 1488/Magongo Javan Kitogho Msagha
Faith Nzighe Msagha
Martin Msafari Msagha In equal shares
Lake Jipe 965 Javan Kitogho Msagha
Faith Nzighe Msagha
Martin Msafari Msagha In equal shares
Plot No. 2840/I/MN, Shanzu Clemence Mwahe Msagha
Zablon Mwawuganga Msagha
Sharlet Ngoviana Msagha
Linda Samba Msagha In equal shares
Motor vehicle KAW 442X Dorothy Mkawana Msagha Absolutely
9. The Respondent based her proposal on the consideration that in the mediation agreement, the Applicant and his 2 siblings got a maisonette on Plot No. Chawia/Wusi/2116 and a total of 19. 4 acres of land. Each of them will therefore get approximately 6. 5 acres each. On the other hand, she and her children got a total of 8. 65 acres, translating to 1. 77 acres each. According to the Respondent, therefore, the above distribution will enable each beneficiary get the benefit of a house and a share in land and compensate those who got less in the mediation agreement. The Respondent further stated that she and the deceased purchased Plot No. 957 Mikindani and she developed the same.
10. The Applicant proposes the following distribution of the contested assets:
Asset Beneficiary Shares
Plot No. 957 Mikindani Javan Kitogho Msagha
Faith Nzighe Msagha
Martin Msafari Msagha In equal shares
Plot No. Kilifi/Roka/1357 Dorothy Mkawana Msagha
Clemence Mwahe Msagha
Zablon Mwawuganga Msagha
Sharlet Ngoviana Msagha
Linda Samba Msagha
Javan Kitogho Msagha
Faith Nzighe Msagha
Martin Msafari Msagha 3. 2 cares
3. 2 cares
Plot No. 1488/Magongo Dorothy Mkawana Msagha
Clemence Mwahe Msagha
Zablon Mwawuganga Msagha
Sharlet Ngoviana Msagha
Linda Samba Msagha In equal shares
Lake Jipe 965
Plot No. 2840/I/MN, Shanzu Javan Kitogho Msagha
Martin Msafari Msagha In equal shares
Motor vehicle KAW 442X
11. Opposing the distribution proposed by the Respondent, the Applicant claimed that the properties to be given to him and his siblings are of much less value than those proposed for the Respondent and her children. He denied that the land he and his 2 siblings got amounts to 19. 4 acres, which figure the Respondent arrived at arbitrarily. He accused her of receiving dividends from Integrated Utilities Service without accounting for the same. The Respondent has also been collecting rent from Plot No. 957 Mikindani to the exclusion of the Applicant and his siblings. He further stated that the Respondent and her children live on Plot No. 3043/II/MN and further receives rent from 2 Swahili houses on Plot No. 98/I/MN and maisonette constructed by the deceased on Plot No. 787/II/XVII. As regards Lake Jipe 965, the same was distributed in Succession Cause No. 59 of 2004 relating to the estate of the deceased’s father Javan Kitogho Mwakio and does not form part of the estate herein. Motor vehicle KAW 442X was traded in for Motor vehicle KBX 880D valued at Kshs. 4,400,000/=, which is used by the Respondent. The Applicant proposed that this value as well as past benefit to any beneficiary be taken into account as part of the share of the Respondent and her children. The Court notes that the trade-in value of KAW 442X was given at Kshs. 520,000/=. In a bid to justify his proposal relating to Plot 2840/I/MN, the Applicant stated that when the Court distributed the same to the estate of the deceased in Succession Cause No. 59 of 2004, he and his family moved into the property. He then completed the construction of 2 bedsitters which he is currently occupying.
12. The Court notes that the exhibited consent dated 20. 3.18, in Succession Cause No. 59 of 2004 relating to the estate of the deceased’s father, Javan Kitogho Mwakio, Plot No. Lake Jipe 965 was distributed in that cause. As such, the same does not form part of the estate herein. The Court further notes that the Applicant has included Plot No. 3043/II/MN, 2 Swahili houses on Plot No. 98/I/MN and maisonette constructed by the deceased on Plot No. 787/II/XVII. None of these properties appears to be in the list of assets of the estate of the deceased. Without any information regarding the same, the Court is unable to make any finding on the same.
13. This Court has considered the rival submissions of the parties. In order to arrive at an informed decision as to the fair distribution of the disputed assets, it is necessary that a valuation of the assets be carried out. Once the values of the assets are ascertained, this Court will be in a position to make a determination on the distribution. For this reason, I make the following orders:
i) The following assets shall be valued within 90 days from the date hereof.
a) Plot No. 957 Mikindani
b) Plot No. Kilifi/Roka/1357
c) Plot No. 1488/Magongo
d) Plot No. Lake Jipe 965
e) Plot No. 2840/I/MN, Shanzu
ii) The cost of valuation shall be catered for by the rent from Plot No. 957 Mikindani.
iii) Mention on 21. 9.2020 for directions.
DATED, SIGNED and DELIVERED in MOMBASA this 19th day of June, 2020
____________
M. THANDE
JUDGE
In the presence of: -
................................................for the Applicant
.............................................for the Respondent
...................................................Court Assistant