This issue relating to the applicability of the requirements of a will in respect of movable properties has been considered in the following cases and the courts have come to the conclusion that the same provisions relating to will regarding immovable properties are applicable in the case of movable properties also.
(1) In Bhaiya Ji v. Jageshwar Dayal Bajpai, AIR 1978 All 268, the issue was relating to a sum of Rs. 11,000 which the plaintiff claimed on the basis of a will and the question considered by the court was whether a probate or succession certificate was required to be obtained by the plaintiff before obtaining a decree in their favour. Relying on the provisions
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of sections 213 and 57 of the Indian Succession Act, the court held that in the instant case no probate of the will was required.
(2) In Ruprao v. Ramrao, AIR 1952 Nag 88, again the issue was regarding need for a probate of a will bequeathing arrears of maintenance due to the deceased. In this case also the provisions of sections 57 and 213 of the Act were examined and the court held that there was no need for a probate of the will.
(3) In Ramchand Ganeshdas v. Sardara Singh, AIR 1962 Punj 382, the court held-that no probate was necessary in order to set up a claim regarding property either movable or immovable on the basis of a will executed in Punjab.
In Ravinder Nath Agarwal v. Yogender Nath Agarwal, (2021) 15 SCC 282, the Supreme Court has held the following
37. Therefore, what follows is that : (i) unless the testator belongs to any of the classes of persons specified in the Act; and (ii) unless the will is made or some of the properties covered by the will are located, within the local limits of a notified area, there is no necessity for an executor or a legatee under a will to seek probate or letters of administration. In fact, the decision in Balbir Singh Wasu [Balbir Singh Wasu v. Lakhbir Singh, (2005) 12 SCC 503] did not take note of the bar under Section 264(2) when it opined in general terms in para 5 of the judgment that : (SCC pp. 504-05)
"5. … We do not read Section 213 as prohibiting the executor from applying for probate as a matter of prudence or convenience to the courts in other parts of the country not covered by Section 213."
(emphasis supplied)
36. A cumulative reading of Sections 57, 213 and 264 would show : (i) that a person claiming to be an executor or legatee under a will cannot rely upon the will, in any proceeding before a court of justice, unless he has obtained probate (if an executor has been appointed) or letters of administration with the will annexed, if such a will has been executed by certain classes of persons; and (ii) that the jurisdiction to grant probate or letters of administration vests only in courts located within the towns of Calcutta, Madras or Bombay and the courts in any local area notified by the State Government in the Official Gazette.
38. By virtue of Section 213(2)(i) read with clauses (a) and (b) of Section 57, the mandatory requirement to seek probate or letters of administration for establishing a right as executor or legatee under a will, is applicable only to wills made by a Hindu, Buddhist, Sikh or Jaina within the local limits of the ordinary original civil jurisdiction of certain High Courts and to wills made outside those territories, to the extent they cover immovable property situate within those territories. Therefore, there is no prohibition for a person whose case falls outside the purview of these provisions, from producing, relying upon and claiming a right under a will, in any proceeding instituted by others including the other legal heirs for partition or other reliefs.
Further it is explained by Supreme Court of India Clarence Pais v. Union of India, (2001) 4 SCC 325 that:
6… A combined reading of Sections 213 and 57 of the Act would show that where the parties to the will are Hindus or the properties in dispute are not in territories falling under Sections 57(a) and (b), sub-section (2) of Section 213 of the Act applies and sub-section (1) has no application. As a consequence, a probate will not be required to be obtained by a Hindu in respect of a will made outside those territories or regarding the immovable properties situate outside those territories. The result is that the contention put forth on behalf of the petitioners that Section 213(1) of the Act is applicable only to Christians and not to any other religion is not correct