Elsie M. Moobola v Harry M.M. Muwezwa (Appeal no. 6 of 1991; SCJ JUDGMENT NO. 3 OF 1991) [1991] ZMSC 78 (19 June 1991)
The Act applies prospectively to the administration and distribution of estates not yet administered, and the fixing of a quantum for a widow's entitlement does not amount to retrospective operation. The appellant's claim for a fixed share as a widow is supportable under the Act's prospective operation.
Source-derived case information.
- Citation
- [1991] ZMSC 78
- Parties
- Appellant: Appellant; Respondent: Respondent
- Court
- Supreme Court of Zambia
- Jurisdiction
- Zambia
- Case Number
- Appeal no. 6 of 1991 ; SCJ JUDGMENT NO. 3 OF 1991
- Procedural Posture
- Civil Appeal / Appellate
- Outcome
- appeal allowed in part
- Legal Topics
- Retrospective Application of Statute, Widow's Entitlement, Administration of Estates
- 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
Appellant
Appellant
Respondent
Respondent
Procedural Posture
Civil Appeal / Appellate
Legal Issues
- 1 Whether the Succession Act applies to estates where the deceased died before its commencement
- 2 Whether the appellant is entitled to a fixed 20% share as a widow under the Act
- 3 Whether personal property claimed by the appellant should be excluded from the estate
Ratio Decidendi
The Act applies prospectively to the administration and distribution of estates not yet administered, and the fixing of a quantum for a widow's entitlement does not amount to retrospective operation. The appellant's claim for a fixed share as a widow is supportable under the Act's prospective operation.
Court Disposition
appeal allowed in part
Orders
- The claim for return of personal property is remitted for hearing on the merits.
- The claim for a widow's share is supportable and should proceed under the Act.
Full Case Text
Judgment text and source record
1 paragraphs
The respondent obtained a grant of the letters of · ad111inistration sometime j_n July. 19E9. _The appellant issued the or"iginating summons on IGth August, 1989 i'il which si1e asked For two things, n~mely, that it be oroe~,ed that sne was entitled to a wid0~! 1 s 20% sh~re of -the es tat~ under the said Act and forti1er. tilat certain personal chattels and property belonging to ~,er in her own right and which were i.ving in the· famU.y tiOme be surrend~red to her and .not be admin.i_stered by the responient. as part of the deceased' s esta.te. T!1e • . ~spondent disputed both the e·t'erment that t:-,e appel 1 ant was married" to the deceased OY' that the-re• ~,ere stii l ~ any of he\~ personal goo<1s in the family honi.:~. At the~ hearing of Hie action, counsel foi- the respondent raised >i . ~ ' ' ;:,r:eliminary objection to the application under the ~ct -on the gro,md that the Act, ' though enacted, had not come into effect at tiie time 'of the deceased I s death s;that it shouid not apply to this estate and the appellant ought not to be h~ard under this Act. After he5ring arguments; the learned trial juCge upr1e!d the objection anri dismissed the whole of , tf1e summons. The appellant ~1as aooealed to this court~ . . . .,,, . . . ... • In the first instance, it is clear ~ and Mr. Cfldli very- properly concedes - that it was wrong to dismiss the .who!~ ilCtion when there were two distinct claims ,md the objection could not conceivably apply to her clcdm for the retui'n of personal ~roperty and its exclusion from the assets of .t~e esti\t~. It is oLwious tnat t!iis part of · the appeal has to be allowed _and tnis pc.rt of th€: action remitted below for the hearing to continue Ofi the • ~n • ~..,. ~ ' .. merHs., 1p,4 . '!-1 i. . !$; ~ ' ~ ~ . - . . . . r--;:~ . ~ .-~ .. The mZ:._jor issue 1s whether the ~ppecl should also be al!o1.1eci on the claim under the Act so t:1at i.t toc .should •oe remitted b~low for -the hearing to continue on the mei'its. Jhe p-.:oblem aris~s from the timing ·bet.ween. the ~eclth· of the de'ceased and the CO!Yl!nencement of 'the o--perat'ion . of {tne Act.: Mr. ChaH has ·argued that, having ~regard to the-.wording of Section 4B of the Act;·' this Act could not be made to.apply to the estate of. the deceased nor to the rights of-the appellant in such estate. Sectioh 48 neads: - "S. 48.. Except as is expre;sly· provided, ndthi~ in thts ~ ·-. Act shall affact":- a) l any rights. duties or obligations of an administrator under any la~ relating to the, acbr(tnistration of estates .exlsttng inmediately before th~ c00111encement of thi_s Act; or · · in u1y event, wlli'2f1ever· law is applicabis .' I ndee_d, the 1~espondent in n is ,:;fficia•:it see;'i1ed to c.ckr_io1"1ledge that a \tH'lov: ~vould have such rig!_1ts but ulamed t t1e appellant's parents f or refusing to attend a meeting to discuss the estate and for alleging ·that thera was no marriage. ~ ' ,,,;· ... ... I As already noted, Section 48 of tile Act makes it clear that th€ Ir,' , rigi'1i s of a i-,ictow as a beneficiary of'"' someone \~ho di~d before its commence- a men't cannot ~e aff~cted by anything contained in tnis Act. Ti1e ~•mrd •1aff~ct 11 is an ordinary English ::wrd and tlie sectio11 can be understood to meant among other t~ings, 't h~t the D.reviously ,existing right; of suchjoeneficia,y ·cannot b~ '.fi°dated, ir'lvalldated or. <1ltered to his <.:!isddvantage. Section 43 was neces~ary. in our considered opinion, to cq_ver those si tuatioi'ls wh·ate _,foe admi n i st;-ator hc1d a 1 ready discharged his fun ct i ans Ol' ta Ken some steps under , the .custo~ari :aw pre~iouslv appl.ic8ble and when it wdu4d .be nec~ssary to· offer hfm prote-:ti~n imcl to relieve him of any advers€ claims or liat>.i!ities which may ~ave just arisen or been created by the statute. Similarly, ±ectlon 48 was necessary to offer li~~ prot~ction to beneficiaries -who nad alfeady t~ken a benefit or assu1ned duties or obligations o It ,-,ould ulso operate to bar ~~ch beneficiaries from reopening administrations which have been fi~~lised ' 1" \. ~ . • ~ . ' . . . . ·witl1_ a vie\11 to takel advantage of th~ better -t erms off~red by ~he Act. The appellant's ciaim if she establishes tirnt Si1e ~,as the lawful •~ddow : 1--1oul_d . cmount to n•) more than that he·,-- existing :"ignts should - now be 4w.mtified as ; a def inlte and fixed 2~1% of the estate rc1ther' than toe previously'· indett:rminate· sh~re to be fixed at tne mercy of customary p·ractices~ . . ·do not· con's i"der thJt t:1.:: Act has crec1ted · any nc~-i- substantive rights but it nas merely , soeci.f ied the quantum.•of thi2 entitlement-< al ready due- to a widow in the pos,i tion of thi s appellant ~ In this reoard, w~ - ·. .. ... . . -~ ' ,• • I ~ - - ' ' , , ~ ., 'r; ";' ' " . ~ •~f_ JJ ~ · ~ •• I - ,c . ·. . . • • . ' • ' The A~t is concerned with the administr~tiorr and distrJbution ·of ~. ' . ''; ,. to i ! lust.rate , the customal"y int:estate estate. As we haye endeavoured wording of Sectton 48, prec l u~es the acQuisition of newly create~ substantive ~·ignts or t i1e impositi.:m of newly :reated disadvantages in an ongol ,1g a · admfnistrat..ion ,us well as in -one 1-thich"wa s findlisr,:d at th2 time of the cJmmencement of t i1e Act . . As thr: Act is concerned 'rtl th ad;ninistrations and distributions after its comm?ncement ~ it can only be rega,ded as proseec£ive in its operation and the question of ret;.•osp,;!ctive opc;'ation -does not., even arise . This ~ rings us lci the quesiion whather the application of the qua~tum f ixed by t11e Act to t ;1e sil,'W-2, of a widm-1 whose rigi,ts as a .bene(iciary' are not af fected results in any retrospect iv€ operation of the Act. Mr. Chali in effect argued that this ~o~ld be th~ result because the beceased died · ore the coi"112ncement and Section 4i3 'meant tl1dt she was .stuc" ~,i t h v1i1 at ever . , -~ . ' ' r,. ' . . ' . ' . • • S/ . • •... , share customary 1 aw \'JOU id· l)i~oduce~ i,,r. Chali. 's psotion was that this ne1>1 )ie rsspectfu.1.iy disagree tiith this vie\.-i. Section 2 of the Act illal:.es Act should not even apply to such estates and this- view was upheld by t~e . belmi. clear t~at it shall apply -to al! persons domiciled 1n ·th1s country Who ate fJ.s already discussed; Secti0n 48 makes provision subject to customary ia1~. • •• i' .,. i·1e aie, of course. a~are that i-ir. ~ :<azoka- sougi1t to uttacic the • for administ;-ato':"s and beneficiaries in r espect of es}.ates wi1ose .~dmtnistration ~,as either col1JleteC: or peilding c1t the tim2 of th:: corrr.nencement of thJ.s new Act, There is no suggcstiort jn Section 4G that applications ca~not be made )Y a ;:,1-2ntficiary in the appellant's position. - What is more~ tnei"e is nolning in ~ection 4-a 1·1i1ich precludes th~ intended p:·ospective operation of the~,\ct wh~re r.o ne\,i su,)stanti ve rights are cia11ned and _no new disadvt'!ntages are sougrrt. to ;)e imposed. decision 'below on an argument that t~e Act was intended to have a retrospective ,~ffect. H~ do not Jgree \.:ith 'him either. _ Hm~ever, ha ;,ad an alternative sub- mission which v-1as on fir.riier ground. The nppellant•·s ciaim unc!er . t,1e Act is in fc::.ct s:.ippo,-·tai:>le on the basis that rt attracts tn~ .operation of t!rn ,~.ct in ihe prospective mann~r in which· it was so clearly iniended to O!,lera·c~. The_ fact th:.t the i-\.ct has fixed a quantum to existing rights clai;r.ed by a wicio'W in respect~ of en estate which has not yet .been adm1 n i stered does not mean that there is to be a ret:--ospective -operation~ Ladies Tailors Organisation and Another -v~ Minister of Labour and National 1.i~: aJso draw attention. once ~gain, ·to para. 643 -in Halsoury's Service (1). Laws of England al:-ieady quoted. .ct.-i.011 ·do,~s not apply to Jegisla_tion dealing ~./i"th mi;:tters of p,ocedu;~e -and pi•ovisions introducing new ·remedies, as opposed to. new su9stantive rights, have gerier~Ily ba1?n classed with provisions~ as to procedure so that th~y •::ieneraUY ~- . . - apply bo~h to proceedings subsequently tommenced in• respect of <:!Xisting causes of action and t o existtng proc~edings: i' See, gene,al'iy. para 547. Halsbury Laws of England\ third edition. volume, 36. it fol lows fro:n the foregoing that w;:: , are pe1~suaded 'Jy Mr. Kazoka's '.a_Iternativ:e submission .based on tne fact that In ~ny -.case, tile presumption against retrospe- In ~his regard we cite Master " . ~ .· ii ~ :;.. ~ . ., ~ . ' ; I ~~ 1·t;\Ole of the ad;i:ir.istration and distribution of the estate of the deceased .. i,1 this case is to ta~e place in the future~ after the Act has co~a into effect, and l'lhen only its prospective operation will he callea !li)On, &s He have i:ttr.mptec to adumbrate . For ti1e f oregofog reasons~ the appe,:i l oi-, tile second aspect must dsc