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Tanzania Judgment

TZHC

doris rose makene vs jonia kengeli makene 2005 tzhc 194 19 september 2005

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Source document

01

Holding and result

The Respondent's delay in filing the inventory was justified by her efforts to redeem mortgaged properties, and there was no evidence of fraud or misrepresentation in the inventory. However, due to disharmony among beneficiaries and fear of denial of entitlements, it is prudent to revoke the Respondent's appointment and appoint the Administrator General as administrator of the estate.

Court disposition

Application for revocation of Letters of Administration granted; Respondent's appointment revoked; Administrator General appointed as administrator; each party to bear its own costs.

Orders

  • Revocation of Respondent's appointment as Administratrix of the deceased's estate.
  • Appointment of Administrator General as Administrator of the deceased's estate under S. 49 (2) of the Probate and Administration of Estates Act, Chapter 352.
  • Each party to bear its own costs.

02

Material facts

Parties

Doris Rose Makene

Applicant Counsel: Mr. Kilule & Company

Jonia Kengeli Makene

Respondent Counsel: Mr. Mkatte & Company

Amounts and remedies

  • House on Plot No.394 Longido ST (inventory Value): TZS 35,000,000
  • Plot No. 24 Mikocheni B (inventory Value): TZS 7,000,000
  • Farm No. 360 Mwanambaya (inventory Value): TZS 6,000,000
  • NBC Mortgage Liability (alleged in Inventory): TZS 5,000,000
  • Tanzania Postal Bank Mortgage Liability (alleged in Inventory): TZS 2,500,000
  • THB Mortgage Liability (alleged in Inventory): TZS 6,000,000

03

Procedural history

  1. Posture

    Civil / Ruling on Application for Revocation of Grant of Letters of Administration

04

Questions and positions

Legal issues

Party arguments

Applicant
The Respondent failed to file the inventory within six months as required and submitted a false and fraudulent inventory to her own advantage and to the detriment of the Applicant and her sister. The inventory contained misrepresentations regarding the mortgage status and value of estate properties, and undervalued the properties to defraud the Applicant and her sister.
Respondent
The Respondent admitted late filing of the inventory but denied any fraud or misrepresentation. The delay was due to efforts to redeem mortgaged properties. The inventory reflected amounts paid to redeem the properties, and the values listed were mere estimates. The Respondent's aim was to maintain the properties for beneficiaries, not to sell them.

05

Court’s reasoning

  1. 01

    Probate and Administration of Estates Act, Chapter 352

    Delay in filing inventory may be excused if justified by reasonable cause, such as efforts to redeem estate properties.

  2. 02

    Judicial reasoning in ruling

    Fraud or misrepresentation in estate administration requires clear evidence; mere undervaluation or estimation does not constitute fraud unless properties are sold at a higher price and a lower value is declared.

06

Ratio, limits and disposition

Ratio decidendi

The Respondent's delay in filing the inventory was justified by her efforts to redeem mortgaged properties, and there was no evidence of fraud or misrepresentation in the inventory. However, due to disharmony among beneficiaries and fear of denial of entitlements, it is prudent to revoke the Respondent's appointment and appoint the Administrator General as administrator of the estate.

Obiter and limits

  • The Respondent deserves thanks for redeeming the properties from mortgage instead of being blamed.
  • Charging the Respondent with fraud or misrepresentation would be extremely unfair as the property values were mere estimates and no sale had occurred.

Court disposition

Application for revocation of Letters of Administration granted; Respondent's appointment revoked; Administrator General appointed as administrator; each party to bear its own costs.

  • Revocation of Respondent's appointment as Administratrix of the deceased's estate.
  • Appointment of Administrator General as Administrator of the deceased's estate under S. 49 (2) of the Probate and Administration of Estates Act, Chapter 352.
  • Each party to bear its own costs.

Source and reliance status

TZHC · 19 September 2005

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Judgment reading view

Judgment text

The complete available source text.

Source document

TZHC

Judgment· 19 September 2005

doris rose makene vs jonia kengeli makene 2005 tzhc 194 19 september 2005

1

IN THE HIGH COURT OF TANZANIA

DAR ES SALAAM DISTRICT REGISTRY

AT PAR ES SALAAM CIVIL CASE NO. 340 OF 1999 DORIS ROSE MAKENE........................... APPLICANT

VERSUS JONIA KENGELI MAKENE ................... RESPONDENT

R U L I N G A. Shangwa, J. In this case, Doris Rose Makene is applying for the revocation of the Letters of Administration granted to the Respondent Jonia Kengeli Makene who was appointed by this Court on 18.3.2003 as Administratrix of the estate of the late Professor William Josbert Makene who died intestate on 31.12.1998. There are two grounds which have been raised by the Applicant for her prayer to revoke the grant of Letters of Administration and appointment of the Respondent as Administratrix. The first ground is that the Respondent failed to file the inventory within six months from the date of the grant of the said Letters contrary to her own oath and that this inventory which is dated 29.6.2004 is false and fraudulent in that it tells lies to her own advantage and to the detriment of the Applicant and her sister Noela Makene. The Applicant's learned counsel Mr. Kilule gave examples of lies in the inventory which he pointed out to be as follows: First, that whereas it is indicated in the inventory that the house on plot No. 394 with title deed No. 186168/94 Upanga area, Dar es salaam is still under mortgage to NBC with a loan liability of Shs. 5,000,000/=, this mortgage was discharged on 5.5.2003 and the house was handed over to her. Second, that whereas it is indicated in the inventory that Farm No. 360 at Mwanambaya, Kisarawe District with title No. 15731. L.O. No.

1000201 is still under mortgage to Tanzania postal Bank as at 29th June, 2004 with a loan liability of Shs.2,500,000/=, this mortgage was discharged by her and the original title for the Farm was handed over to her. Third, that whereas it is indicated in the inventory that the house on Plot 24 at Mikocheni B is still under mortgage to THB (which is under liquidation by Tanzania Investment Bank) and that it has a loan liability of Shs. 6,000,000/=, this loan was paid by her in February, 2002. The second ground for the Applicant's prayer in this case is that the value of the deceased's landed properties which was indicated by the Respondent in the inventory is lesser than the real market value of those properties and that it was so indicated in order to defraud the Applicant and her biological sister Noela William Makene. Mr. Kilule for the Applicant cited the figures of undervaluation of those properties from the inventory as follows: 1. House on plot No.394 Longido ST-Tshs. 35,000,000/=.

2. Plot No. 24 Mikocheni B - Tshs. 7,000,000/=.

3. Farm No. 360 Mwanambaya - Tshs. 6,000,000/=. It was contended by Mr. Kilule on behalf of the Applicant that unless the Court revokes the Letters of Administration granted to the Respondent and appoints the Administrator General in her place, the deceased's estate will not be administered faithfully and that some of 5 the deceased's heirs will be denied of their entitlements to it. On the other side, although the Respondent (Administratrix) admits to have filed the said inventory out of time, she does not accept to have committed any fraud or misrepresentation in the inventory of the deceased's properties filed in this Court on 29.6.2004. It was contended on her behalf by learned Counsel Mr. Mkatte that filing the inventory out of time is not fraud and cannot be in furtherance of fraud. He said that the delay in filing it was due to the fact that the Respondent was busy redeeming the properties which were in danger of being sold by the creditor Banks. He also said that the item of liability which appears in the inventory is there to show that the Respondent spent money to redeem the deceased's properties which were under mortgage. He submitted that the Respondent deserves thanks for discharging those properties from mortgage instead of being blamed. He argued that had she not done so, the debts would have escalated by way of compound interest. He pointed out that the aim of

the Respondent is not to sell the deceased's properties but is to maintain them for the use of the beneficiaries. He suggested on behalf of his client that instead of appointing the Administrator General, it is better that one of his client's children and one from the Applicant's Camp should jointly be appointed to administer the deceased's estate. In my view, although the Respondent failed to file the inventory within the statutory period of six months from the date of her appointment as Administratrix of the deceased's estate, she has a good reason for the delay. The period expired while she was busy trying to get money for the redemption of the deceased's properties which were under mortgage for the loans which were obtained by the deceased from local Banks. This is a good reason for her delay. Also, I am of the view that she did not tell any lie in the inventory. The amount of money which is exhibited in the inventory is the amount she paid to redeem the landed properties which had been mortgaged by the deceased to the National Bank of Commerce (NBC), Tanzania Postal Bank and Tanzania Housing Bank (THB) which is under liquidation by Tanzania investment Bank. In fact, she did well to redeem the said properties which were under the said Banks' mortgage. I agree with Mr. Mkatte for the Respondent that had she not done so, Bank interest would have gone up and turned worse

to the detriment of the deceased's beneficiaries. I think that the value of the deceased's landed properties which is listed by the Respondent on the inventory is just a mere estimate. The Respondent could stand to be blamed for being fraudulent had she sold those properties at a hire price and declared a lower price in the inventory. As those properties have not at all been sold by her for purposes of distributing the proceeds of sale thereof, and as the value of those properties shown in the inventory is a mere estimate, charging her with fraud or misrepresentation would extremely be unfair to her. In my opinion, the Respondent is blameless in so far as the administration of the deceased's estate is concerned. However, due to the fact that the deceased left many children some borne of the Respondent whose children's names appear on the inventory, and some borne of other women whose children's names do not appear on the inventory i.e Simon Makene, Pius Makene, Silas Likwara Makene, Farida Makene, Mesiya Makene and Victoria Makene together with the fact that the Respondent, her children and her step children who include the Applicant and her sister Noela Makene are living in disharmony and in opposing camps, and as her step children are afraid of being denied their share in the deceased's estate if she continues to administer the same, I think it is prudent to revoke her appointment as Administratrix of the deceased's estate which I hereby do; and to appoint the Administrator General as Administrator of the deceased's estate which I hereby do with effect from today under S. 49 (2) of the Probate and Administration of Estates Act, Chapter 352 of the 10 Revised Edition, 2002. In the circumstances of this case, I order that each party should bear its own costs. A.Shangwa

JUDGE 19.9.2005 Delivered in Court this 19th day of September, 2005. A.Shangwa.

JUDGE 19.9.2005

ADVOCATES 1. Mr. Kilule & Company, Advocate for the Applicant 2. Mr. Mkatte & Company, Advocates for the Respondent. 10 incriminated them and also rendered the defence of being hijacked in a pick up improbable. Under the circumstances the prosecution evidence established the guilt of the appellants beyond any speck of doubt. We find no merit in this appeal. We accordingly dismiss the appeal. DATED at DAR ES SALAAM this 25th day of September, 2003. A.S.L. RAMADHANI

JUSTICE OF APPEAL E. N. MUNUO

JUSTICE OF APPEAL H. R. NSEKELA

JUSTICE OF APPEAL I certify that this is a true copy of the original. ( F.L.K. WAMBALI )

DEPUTY REGISTRAR

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Probate and Administration of Estates Act, Chapter 352

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