[2004] KEHC 2441 (KLR)
The court found that while the applicant and the deceased's mother were dependants, they were both pensioners with other children to support them. The widow, as the primary beneficiary, had greater ongoing needs, including health and living expenses, especially given the circumstances of the deceased's death. The...
Source-derived case information.
- Citation
- [2004] KEHC 2441 (KLR)
- Parties
- Applicant: Philip Osok Awino; Respondent: Faiza Gachaki Awinyo; Respondent: Nellie B. Osok
- Court
- High Court
- Court Station
- High Court at Nairobi (Milimani Commercial Courts)
- Jurisdiction
- Kenya
- Judgment Date
- 30 April 2004
- Case Number
- Succession Cause 1183 of 2002
- Procedural Posture
- Succession Cause / Ruling on Application for Dependency Provision
- Outcome
- Application for dependency provision partially allowed; estate distributed among widow, mother, and applicant as ordered.
- Judges
- FI Koome
- Legal Topics
- Dependency Provision, Distribution of Estate, Intestate Succession, Pension and Benefits
- Source Language
- english
Source-derived case record
Summary, issues, holding and outcome
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Parties
Philip Osok Awino
Applicant
Faiza Gachaki Awinyo
Respondent
Nellie B. Osok
Respondent
Procedural Posture
Succession Cause / Ruling on Application for Dependency Provision
Legal Issues
- 1 Whether the applicant and other family members qualify as dependants under the Law of Succession Act for provision from the deceased's estate.
- 2 How the deceased's estate should be distributed among the widow, parents, and other potential dependants.
- 3 Whether prior gifts or appointments as beneficiaries affect entitlement to dependency provision.
Ratio Decidendi
The court found that while the applicant and the deceased's mother were dependants, they were both pensioners with other children to support them. The widow, as the primary beneficiary, had greater ongoing needs, including health and living expenses, especially given the circumstances of the deceased's death. The court recognized the applicant's prior receipt of a motor vehicle as a gift intervivos and the mother's appointment as beneficiary of the Macdal Savings. Balancing these factors, the court exercised its discretion to allocate a specific sum and asset to the applicant as dependency provision, while awarding the bulk of the estate to the widow and the Macdal Savings to the mother,...
Court Disposition
Application for dependency provision partially allowed; estate distributed among widow, mother, and applicant as ordered.
Orders
- Motor vehicle Reg. KAK 579C, pension Kshs.141,874, and group life Kshs.452,209.50 (total Kshs.594,083.50) allocated to the widow, Faiza Gachaki Awinyo.
- Kshs.215,662 allocated to Nellie B. Osok (mother).
Full Case Text
Judgment text and source record
34 paragraphs
REPUBLIC OF KENYA
IN THE HIGH COURT OF KENYA AT NAIROBI
SUCCESSION CAUSE NO. 1183 OF 2002
IN THE MATTER OF THE ESTATE OF BENSON JOSEPH OMONDI AWINYO (DECEASED)
RULING
This is an application for dependency brought by the deceased father Philip Osok Awino. The deceased who was aged 35 years of age died on 17th December 2001 intestate. He was survived by the widow Faiza Gachaki Awinyo aged 33 years. They had no children.
Prior to death the deceased was working with P & O Nedlloyed East Africa. According to a letter by the said company where the deceased was working the following were his entitlement
a) a motor vehicle, Nissan saloon Reg. KAK 579 C
b) Pension Kshs.141,874. 00
c) Group life Kshs.552,209. 50
d) Macdal Savings Kshs.214,662. 00 Total Kshs.908,745. 50
According to the affidavits filed by the applicant the deceased also had motor vehicle KZS 807 which was given to the applicant during the deceased life time but according to the petitioner, the vehicle was taken away by the deceased relative when the deceased passed away.
The applicants request for provision of dependency is premised on the grounds that the deceased was giving him regular assistance in form of clothing, farm inputs and cash totaling to about Kshs.5000/= per month. That the deceased mother and brother were also dependants of the deceased in that the applicant is retired from active employment and only relies on subsistence farming of 2 acres of land. The deceased mother is also retired as a primary school teacher and has no income. The deceased was also contributing to the school fees for his brother who has now been discontinued from his studies at the polytechnic.
Before the deceased died he had appointed his widow Faiza Gachaki Awinyo as the beneficiary for the pension fund and Group life. He also appointed his mother Nillie B. Osok the beneficiary of Macdal Savings & Credict Society. The petitioner has no objection the sum of Kshs.214,662 being allocated to the parents of the deceased together with the motor vehicle KZS 807. She however contends that the applicant, his wife and son are not desperate. Both parents are retired and enjoying their pension. They are also involved in farming and selling of groundnuts both from their farm and neighbours. They also have support from the deceased other siblings. On the other hand the petitioner has to pay her own house rent, transport, food and medical expenses. The court was requested also take into account of the cause of death of the deceased whose death was as a result of pneumonia due to tuberculosis due to immune suppression. This will in effect mean that the petitioner will require medical bills attention and, better nutrition and a diminished capacity to continue working.
I have taken due consideration of the submissions by both counsels, the affidavits filed herein and all the matters deposed to. I have also considered the matters that I should consider under the part III of the Law of Succession.
The court has discretion to order that a specific share of the deceased property be given to the dependant but in doing so the court should take into account certain circumstances such as those provided under Section 28 of the Law of Succession.
a) The nature and amount of the deceased’s property.
b) Any past, present or future capital or income from any source of the dependant
c) The existing and future means and needs of the dependant
d) Whether the deceased had made any advancement or other gift to the dependant during his life time.
e) The conduct of the dependant in relation to the deceased
f) The situation and circumstances of the deceased’s other dependants and the beneficiaries under any will
g) The general circumstances of the case, including, so far as be ascertained, the testators reasons for not making a provision for the dependant.
I have taken into consideration the fact that the applicant and the deceased mother are pensioners. They have other children apart from the deceased from whom they can continue to depend on. I have also taken into account the circumstances of the petitioner, especially the position of her health and the possible implications arising out of the cause of the death of her husband. I have also taken into cognizance that the applicant is in possession of the motor vehicle KZS 807 which can be regarded (whichever way one looks at it) as a gift intervivos and the fact that the deceased had appointed his mother as beneficiary of the Co-perative Savings amounting to Kshs.214,662/=. I therefore order that a first sum of Kshs.100,000/= be allocated to the applicant as dependency in addition to the vehicle KZS 807. The estate is therefore allocated as follows:
a) Motor vehicle Reg. KAK 579C
Pension Kshs.141,874
Group life Kshs. 452,209. 50
Total 594, 083. 50 to petitioner
b) Kshs.215,662 to Nellie B. Osok
c) Motor vehicle KZS 805 and Kshs.100,000/= - to the applicant Philip Osok Awino. Each party shall bear their own costs to this litigation.
It is so ordered.
Ruling read and signed on 30th April 2004
MARTHA KOOME
JUDGE