[2020] KEHC 1205 (KLR)
The court held that the mere fact that a beneficiary cannot be traced does not justify their disinheritance. Unless a missing beneficiary has been declared dead by law, their share in the estate must be preserved and held in trust. The administrators failed to demonstrate sufficient efforts to trace Ann Mukhobi, and...
Source-derived case information.
- Citation
- [2020] KEHC 1205 (KLR)
- Parties
- Applicant: Cornelius Imbase; Applicant: Cedrick Shikunzi; Applicant: Pencilus Mwaleme; Applicant: Khatambi Imbase; Applicant: Morris Utunga Atabachi; Applicant: Felix Makhule Atabachi; Respondent: Ann Mukhobi
- Court
- High Court
- Court Station
- High Court at Kakamega
- Jurisdiction
- Kenya
- Case Number
- Succession Cause 1329 of 2012
- Procedural Posture
- Succession Cause / Ruling on Distribution of Estate
- Outcome
- estate distributed with share for missing beneficiary held in trust
- Judges
- DN Musyoka
- Legal Topics
- Succession, Distribution of Estate, Beneficiary Rights, Trusts for Missing Beneficiaries
- Source Language
- en
Source-derived case record
Summary, issues, holding and outcome
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Parties
Cornelius Imbase
Applicant
Cedrick Shikunzi
Applicant
Pencilus Mwaleme
Applicant
Khatambi Imbase
Applicant
Morris Utunga Atabachi
Applicant
Felix Makhule Atabachi
Applicant
Ann Mukhobi
Respondent
Procedural Posture
Succession Cause / Ruling on Distribution of Estate
Legal Issues
- 1 Whether a beneficiary whose whereabouts are unknown can be excluded from inheritance.
- 2 How the estate of the deceased should be distributed among the beneficiaries.
Ratio Decidendi
The court held that the mere fact that a beneficiary cannot be traced does not justify their disinheritance. Unless a missing beneficiary has been declared dead by law, their share in the estate must be preserved and held in trust. The administrators failed to demonstrate sufficient efforts to trace Ann Mukhobi, and therefore, she remains entitled to her share of the estate. The court ordered that her portion be held in trust by another beneficiary until she can be located or otherwise lawfully excluded. The estate was distributed accordingly, ensuring Ann Mukhobi's entitlement was protected.
Court Disposition
estate distributed with share for missing beneficiary held in trust
Orders
- Kakamega/Lugose/8 to be shared equally between Cornelius Imbase, Cedrick Shikunzi, Pencilus Mwaleme, and Khatambi Imbase.
- Kakamega/Lugose/413 to be shared as follows: Morris Utunga Atabachi (0.65 hectares), Felix Makhule Atabachi (0.325 hectares), Ann Mukhobi (0.325 hectares).
Full Case Text
Judgment text and source record
17 paragraphs
REPUBLIC OF KENYA
IN THE HIGH COURT OF KENYA
AT KAKAMEGA
SUCCESSION CAUSE NO 1329 OF 2012
IN THE MATTER OF THE ESTATE OF DAVID ATABACHI AMONYELA
RULING
1. A ruling was delivered herein on 17th July 2020, directing the administrators herein to file affidavits to confirm the status of Ann Mukhobi as the daughter of Alfred Mukhobi, and to have all the children of Francis Imbase file consents in Form No 37, to confirm whether they support the proposals made on distribution made by the applicant, in his application dated 4th June 2019.
2. The affidavit and Form 37 were filed on the 30th September 2020, as directed by court, and, on 5th October 2020, the children of Francis Imbase attended court, and confirmed their agreement to the mode of distribution proposed. With regard to Ann Mukhobi, evidence was led that she could not be traced and neither could her mother. As already ascertained in the ruling, the assets available for distribution in the estate are Kakamega/Lugose/8 and 413. It is also clear, as per the consent, that the proposed beneficiaries of these parcels are Cornelius Imbase, Cedrick Shikunzi, Pencilus Mwaleme, Khatambi Imbase, Morris Utunga Atabachi, Felix Makhule Atabachi.
3. The mode of distribution proposed shares the assets as follows: Kakamega/Lugose/8, to be shared equally between Cornelius Imbase, Cedrick Shikunzi, Pencilus Mwaleme and Khatambi Imbase, equally; and Kakamega/Lugose /413 to be share equally between Morris Utunga Atabachi and Felix Makhule Atabachi. The proposal, excludes Ann Mukhobi, who is a daughter Alfred Mukhobi, for the reason that she cannot be traced.
4. In Tabitha Wanjiku Mwangi vs. Anne Muthoni Njuguna & 4 others [2016] eKLR, the court observed that a beneficiary whose whereabouts were unknown is still entitled to inherit from her late father’s estate. The court, in In re Estate of MG (Deceased) [2020] eKLR, when dealing with the issue of a beneficiary whose whereabouts were unknown, held that:
“11. In addition, I noted from the same Summons for confirmation of Grant that one son of the deceased one JK is said not to have been traced. On that alleged fact, the administrator went ahead to disinherit him. Surely he ought to know he cannot do that as has no such authority. For as long JK has not been declared dead, as long as he is believed to be alive and has not been declared dead, his siblings cannot be allowed to simply wish him away. His share of the estate ought to be held in trust until it can be determined that he cannot be traced at all. This court cannot preside over the kind of mismanagement of the estate, amounting to disinheriting one who is most vulnerable and the one who is lost.”
5. In the instant cause, the administrators have not demonstrated any efforts made by them to trace the said Ann Mukhobi, and as stated above, the mere fact that she cannot be traced does not mean that she will be disinherited. In the circumstances, the said Ann Mukhobi is entitled to inherit from her late father’s share, Alfred Mukhobi, and must be provided for.
6. The estate shall be distributed as follows. Kakamega /Lugose/8 to be shared equally between Cornelius Imbase, Cedrick Shikunzi, Pencilus Mwaleme and Khatambi Imbase. Kakamega/Lugose /413, measuring approximately 1. 3 hectares, shall be shared as follows: Morris Utunga Atabachi (0. 65 HA), Felix Makhule Atabachi (0. 325 HA), and Ann Mukhobi (0. 325 HA). The share due to Ann Mukhobi shall be be held in trust for her by Felix Makhule Atabachi. A certificate of confirmation of grant shall issue in those terms. It is so ordered
7. Any party aggrieved by the orders above has leave of twenty-eight (28) days, to move the Court of Appeal, appropriately.
DELIVERED, DATED AND SIGNED IN OPEN COURT AT KAKAMEGA THIS 4TH DAY OF DECEMBER, 2020
W MUSYOKA
JUDGE