[2022] KEHC 13683 (KLR)
The court held that while equality in distribution of estate property is desirable, it must be tempered by considerations of equity and fairness, taking into account the quality of land, prior occupation, and the need to avoid disrupting beneficiaries' long-standing settlements. The court found no merit in the...
Source-derived case information.
- Citation
- [2022] KEHC 13683 (KLR)
- Parties
- Applicant: Susan Nkatha; Applicant: Charles Mutua; Respondent: Justus Gituma; Respondent: Barthlomew M. Mbogori; Respondent: James Mwichuiri
- Court
- High Court
- Court Station
- High Court at Meru
- Jurisdiction
- Kenya
- Case Number
- Succession Cause 294 of 2012
- Procedural Posture
- Succession Cause / Ruling on Summons for Excision and Allocation of Additional Estate Portion
- Outcome
- Application allowed in terms specified; extra 0.08 ha to be excised from part d as proposed by co-administrator; status quo to be maintained until transmission; each party to bear own costs.
- Judges
- EM Muriithi
- Legal Topics
- Succession Distribution, Equitable Allocation, Beneficiary Rights, Prior Settlement, Estate Administration
- Source Language
- en
Source-derived case record
Summary, issues, holding and outcome
More case intelligence is available
Unlock the full research layer for this judgment.
Parties
Susan Nkatha
Applicant
Charles Mutua
Applicant
Justus Gituma
Respondent
Barthlomew M. Mbogori
Respondent
James Mwichuiri
Respondent
Procedural Posture
Succession Cause / Ruling on Summons for Excision and Allocation of Additional Estate Portion
Legal Issues
- 1 Whether the additional 0.08 ha awarded to the applicant should be excised from a specific part of the estate property to ensure fairness and equity among beneficiaries.
- 2 Whether equality in distribution of estate property should be determined by acreage, quality, or both.
- 3 Whether the court should disrupt existing occupation of estate property by beneficiaries to achieve equality.
Ratio Decidendi
The court held that while equality in distribution of estate property is desirable, it must be tempered by considerations of equity and fairness, taking into account the quality of land, prior occupation, and the need to avoid disrupting beneficiaries' long-standing settlements. The court found no merit in the applicant's claim that the proposed portion (part d) was unproductive, as the district registrar's report confirmed its economic use. The court determined that excising the applicant's additional share from part d, as proposed by the co-administrator, was fair and equitable, as it would not disrupt the occupation of other beneficiaries and would maintain the integrity of prior...
Court Disposition
Application allowed in terms specified; extra 0.08 ha to be excised from part d as proposed by co-administrator; status quo to be maintained until transmission; each party to bear own costs.
Orders
- The extra 0.08 ha awarded to the applicant shall be part d, which measures 0.08 ha, as proposed by the co-administrator.
- The status quo prevailing be maintained until the said portion has been successfully transmitted to the applicant.
Full Case Text
Judgment text and source record
33 paragraphs
Nkatha & another v Gituma & 2 others (Succession Cause 294 of 2012) [2022] KEHC 13683 (KLR) (6 October 2022) (Ruling)
Neutral citation: [2022] KEHC 13683 (KLR)
Republic of Kenya
In the High Court at Meru
Succession Cause 294 of 2012
EM Muriithi, J
October 6, 2022
Between
Susan Nkatha
1st Administrator
Charles Mutua
2nd Administrator
and
Justus Gituma
1st Protestor
Barthlomew M. Mbogori
2nd Protestor
James Mwichuiri
3rd Protestor
Ruling
1. This is a ruling on a summons brought under certificate of urgency dated August 3, 2020 pursuant to rules 49, 59 & 73 of theProbate and Administration Rulesby the applicant. After granting prayer 1 of the said application on August 12, 2020, the court directed the district registrar to visit the scene to ascertain where exactly the additional portion of 0. 08 ha awarded to the applicant by the court, vide its ruling delivered on June 25, 2020 should be excised from. The district registrar visited the scene on December 3, 2021 and filed the scene visit report dated then.
2. The applicant, in her submissions filed on May 31, 2022 urges that, although she received the smallest portion of the property, she was only requesting the court to order that the portion of 0. 08 Ha be excised from the best parts of the property and not the part proposed by the other beneficiaries which is hilly, economically unproductive and near the stream. In her view, the subdivision of the LR No Ntima/Ntakira/537 (henceforth called the estate property) was done in a discriminatory manner as the other beneficiaries received lion’s shares of the best parts of the estate property thereby leaving the smallest share to her. She suggests that the said portion be excised from either part c or x or y as shown on the rough sketch map attached to the district registrar’s report.
3. The co-administrator and the protestors did not file any responses and/or submissions.
Analysis and determination 4. The question this court is tasked to answer is what entails equality in sharing of the estate property. Is it in terms of quality or acreage? or both?
5. The applicant’s gravamen is where the extra 0. 08 Ha ought to be excised from. Whereas the co-administrator proposes that the disputed portion be excised from part d measuring 0. 08 ha, the applicant on the other hand demands part c measuring 0. 052 ha. The district registrar, in his scene visit report, observed that part c, which was just behind the co-administrator’s homestead, was being utilized by his son namely Patrick Kinoti. The district registrar also observed that part d was being utilized by the co-administrator.
6. This court rejects the allegations by the applicant that part d is economically unproductive and barren, as the district registrar, in his report, noted that there were blue gum trees, maize plantation, napier grass and a few coffee trees planted there.
7. While part c is occupied and being utilized by the co-administrator and his family, parts x and y are occupied by Francis Murithi and M’Mbogori M’Bagaine, respectively.
8. It is factual that parts of the estate property may be better and productive than others, and therefore the ideal situation would be that all beneficiaries get a share of the best land and also that on the hillside. Nonetheless, that may be impossible, and what the court should strive to achieve is a fair and equitable distribution of the estate property. It is equity and equality rather than equality in acreage alone that should determine matters of distribution of estates between beneficiaries.
9. If this court were to order that the applicant’s extra portion of 0. 08 ha be excised from either part d, x and y, that would fundamentally disrupt the occupation by the other beneficiaries.
10. I would respectfully agree with the court in John Maina Gakuo &anotherv Veronica Wanjiku Gakuo (2020) eKLR (Ngaah Jairus J) that:“[T]he notion of equality of shares amongst the houses or the children, is not the decisive factor in the distribution of a net intestate estate in a polygamous family set-up; rather, it is equity, fairness and, ultimately the discretion of the court that count; exercise of that discretion in any particular way will, of course, take into account those factors that have been expressly specified in section 40(1) as necessary and, no doubt, the peculiar circumstances of each particular case.”Distribution of estates to accord with areas of beneficiaries’ prior settlement.
11. Would it be fair and equitable to have the beneficiaries uprooted from one part of the estate and settled elsewhere on the same estate? Definitely Not. In Elijah Matumbi M’nkanata v David Mutuma M’nkanata [2021] eKLR, Meru HCCA No 157 of 2019, this court held that the distribution of assets among beneficiaries should as much as possible coincide with and correspond to the areas of their prior settlement so as not to disrupt their long occupation thereon, as follows:“In the intestate distribution of estates, there is considerable merit in the proposition that regard should be had of the respective area or parcels or other property of the estate that various heirs may have over time with allocation by the deceased, been in possession although such possession is not perfected into title and where such heirs have developed such portions of the estate property during the period of their occupation, unless the size of the estate and scheme of sharing does not permit the heirs to retain all or part of such portion of the estate. In the absence of such or other compelling reason the portion held by the respective beneficiaries in the estate assets should be upheld so that there is minimal disruption of the long occupation of the beneficiaries.”
Orders 12. Accordingly, taking all the factors into consideration, and in fairness and equity to the parties herein, this court allows the summons dated August 3, 2020 in the following terms:1. The extra 0. 08 ha awarded to the applicant vide the ruling of the court delivered on June 25, 2020 shall be part d, which measures 0. 08 ha. As proposed by the co-administrator.2. The status quo prevailing be maintained until the said portion has been successfully transmitted to the applicant.3. This being a family dispute, each party is ordered to bear their own costs.Order accordingly.
DATED AND DELIVERED THIS 6TH DAY OF OCTOBER, 2022. EDWARD M. MURIITHIJUDGEAPPEARANCES:Ms. Gikundi, Advocate for 1st Administrator.Mr. J. Mutuma, Advocate for the 2nd Administrator.