FIRST SCHEDULE
CONSTRUCTION OF WILLS
General Rules
1.Wording of willIt is not necessary, in order to give effect to any disposition, that any technical words be used in a will, but only that the wording be such that the intention of the testator can be known therefrom.2.Meaning of clause to be collected from entire willThe meaning of any clause in a will is to be ascertained from the entire instrument, and all the provisions of the will are to be construed with reference to each other; but where two clauses or provisions are irreconcilable, so that they cannot possibly stand together, the last shall prevail.3.Will speaks from death as to property comprised in itEvery will shall be construed, with reference to the property comprised in it, to speak and take effect as if it had been executed immediately before the death of the testator, unless a contrary intention appears by the will:Provided that, in respect of the subject of a specific legacy, there shall be a presumption that the will speaks as at the date of its actual execution.4.Negative words insufficient to exclude person entitled on intestacyMerely negative words in a will shall not be sufficient to exclude a person entitled on intestacy and in order to effect such an exclusion there must be an actual gift to some other definite object.5.Express gift cannot be controlled by reason assigned, etc.Subject to the provisions of paragraph 2, an express and positive gift cannot be controlled by reason assigned, or by subsequent ambiguous words, or by inference and argument from other parts of the will, and is not affected by a subsequent inaccurate recital of, or reference to, its contents:Provided that, in cases of ambiguity or doubt, recourse may be had to such reference in order to assist the construction.6.Implication admissible only in absence of express dispositionImplication shall be admissible only in the absence of an express disposition, and shall not be admissible to control an express disposition.7.Words may be supplied, rejected, etc.Words and limitations contained in a will may be transposed, supplied or rejected, where such a course is warranted by the immediate context or the general scheme of the will, but not merely on a conjectural hypothesis of the testator's intention, and obvious clerical errors may be corrected.8.Technical wordsTechnical words shall be presumed to be employed in their technical sense, unless the context clearly indicates the contrary.9.Words in generalWords in general shall be construed in their ordinary and grammatical sense, unless a clear intention to use them in another sense can be collected from the will and that other sense can be ascertained.10.Words occurring more than onceWords occurring more than once in a will shall be presumed to be used always in the same sense unless the context clearly indicates the contrary or unless the words are applied to different subjects.11.Additional wordsWhere a testator uses an additional word or phrase, an additional meaning shall be presumed unless the context clearly indicates the contrary.12.Words construed so as to make them operativeWhen a clause or disposition is capable of two meanings, according to one of which it has some effect, and according to the other of which it can have no effect, the former shall be preferred.13.Intention to be given effect toWhere for any reason effect cannot be given completely to the testator's apparent intention, effect shall nevertheless be given thereto so far as is possible.14.Rules of construction not to be strained to validate giftThe rules of construction shall not be strained in order to bring a gift within the rules of law, but, where the will admits of two constructions, the construction which will render the gift valid shall be preferred:Provided that where a gift, valid in the first instance, is modified by some subsequent clause in the same will or in a codicil thereto in such manner as to render the preceding gift void for remoteness, the modifying clause, if separable from the original gift, shall be rejected as if such will or codicil had never contained the same.15.Inconvenience or absurdity of giftThe inconvenience or absurdity of a gift, or the fact that the testator did not foresee all the consequences of his disposition, shall not be a ground for varying the construction of the will where the terms are unambiguous; but, where the terms of any gift or disposition are ambiguous, the more rational of two constructions shall be preferred.16.Construction not to be varied by subsequent eventsThe construction of a will shall not be varied by events subsequent to its execution, but in determining the meaning of particular expressions regard may be had to circumstances which, at the date of execution, were capable of arising subsequent to that date.17.Presumption against intestacyA testator shall be presumed to calculate against intestacy and, subject to the provisions of paragraph 14, a construction avoiding intestacy shall be preferred.18.Presumption as regards gift overA testator shall be presumed to calculate on the dispositions in his will taking effect; and a gift over shall not, in the absence of clear intention, be construed as providing exclusively for lapse or other initial failure of the original gift.19.Independent giftsUnless a design to connect them appears from the will, independent gifts shall be construed separately and without relation to one another, notwithstanding that it may be conjectured from the circumstances that the testator had the same intention with regard to all such gifts.20.References to child, etc., to include illegitimate child, etc.Unless a contrary intention appears from the will, the terms "child", "son", "daughter", "grandchild", and "issue" and similar words shall be construed in accordance with the definition of "child" in subsection (2) and with the provisions of subsection (3) of section 3 of this Act.21.References to application of Islamic law to mean law of sect or school of testatorUnless a contrary intention appears from the will, where a testator declares that his property shall devolve according to Islamic law, the Islamic law applicable shall be the law of the sect or school of Islamic law to which the deceased belonged.22.Particular rules of constructionThe several particular rules of construction provided by the following paragraphs shall apply if, and so far only, as a contrary intention is not expressed or implied in the will, and shall have effect subject to the terms of the will.Descriptions
23.Misnomer or misdescription of object(1)Where the words used in a will to designate or describe a legatee, or a class of legatees, sufficiently show what is meant, an error in the name of description shall not prevent the legacy from taking effect, and it shall be sufficient for this purpose if the legatee, or class of legatees, is so designated as to be distinguished from every other person or class.(2)A mistake in the name of a legatee may be corrected by a description of that legatee and a mistake in the description of a legatee may be corrected by the name of that legatee.(3)Where the words used in a will to designate or describe a legatee are applicable to two or more persons or classes of persons, or partly to one and partly to another person or class, the legatee or class of legatees may be ascertained from the general context and the surrounding circumstances.24.Rejection of erroneous particulars in description of subjectsIf the thing which the testator intended to bequeath can be sufficiently identified from the description of it given in the will, but some parts of the description do not apply, such parts of the description shall be rejected as erroneous, and the gift shall take effect:Provided that, if a will mentions several circumstances as descriptive of the thing which the testator intends to bequeath, and there was any property in respect of which all those circumstances existed at the date of execution of the will, the gift shall be considered as limited to that property, and no part of the description shall be rejected as erroneous because the testator had at the date of his death other property to which that part of the description does not apply.25.Gift or disposition void for uncertaintyA gift or disposition not expressive of any definite intention shall be void for uncertainty:Provided that—(i)no gift for charitable purposes shall be void for uncertainty of the object; or(ii)no gift whereby the legatee is expressly or impliedly given a right of selection, purchase or disposition shall be void merely by reason of the uncertainty arising from that right.26.Gift presumed to comprise whole interest of testatorWhere property is bequeathed to any person, the gift shall be presumed to comprise the whole interest of the testator in such property, unless it appears from the will that only a restricted interest was intended for him.27.Construction of bequest which refers to person as existingThe object of a gift which refers to a person or persons as existing shall be construed as at the date of the will, unless a contrary intention clearly appears therein.Residuary Bequests
28.Effect of general residuary bequestA general residuary bequest shall comprise all free property of the testator as at the date of his death, whether or not acquired after the date of the will, of which he has not otherwise disposed, and shall include all free property of which he may have attempted but failed to dispose, even though expressly excepted from the gift.29.Effect of limited residuary bequestA limited residuary bequest shall have the same effect as a general residuary bequest, subject only to the specific limitation therein expressed or implied.30.Effect of particular residuary bequestA particular residuary bequest shall comprise all free property of the testator falling under the particular description as at the date of his death, of which he has not otherwise disposed, and shall include all such property of which he may have attempted but failed to dispose.31.Effect of failure of share of residueThe failure of any gift of a share in a residuary bequest, whether general, limited or particular, shall not result in that share accruing to the other shares therein, but, subject only to any subsequent residuary bequest, shall create an intestacy in respect of that share.General Legacy of Property not Possessed
32.General legacy of property not in testator's possessionNotwithstanding the provisions of paragraphs 8 to 14 of the Second Schedule, where a general legacy is in the form of a gift of a specified type of property which is not at the time of the testator's death included in his estate, the value of that gift shall, if it can be ascertained, be met from the testator's general estate, but if the value thereof cannot be ascertained the gift shall fail.Annuities
33.Annuity created by will payable for life only, unless contrary intention appears by willWhere an annuity is created by will, the legatee shall be entitled to receive it for his life only, unless a contrary intention appears by the will, notwithstanding that the annuity is directed to be paid out of the income of a specified fund or specified property.34.Annuities for maintenance and educationWhere there is the gift of an annuity for the maintenance and education of the beneficiary, that annuity shall be deemed to be given for the life of the beneficiary.35.Where will directs that annuity be provided out of property or where money bequeathed to be invested in purchase of annuityWhere a will directs that an annuity shall be provided for any person out of the proceeds of property generally, or where money is bequeathed to be invested in the purchase of an annuity for any person, the legatee may either have an annuity purchased for him or receive forthwith the money appropriated for that purpose by the will.36.Relation of annuity to residuary estate(1)Where there is a direct gift of an annuity, or where a will manifests an intention that an annuity shall be charged on the capital of the testator's residuary estate, the annuity shall constitute a charge upon that capital.(2)In all other cases, in default of specific provision, the annuity shall be payable only out of the income of the residuary estate.(3)In default of provision to the contrary, an annuity payable only out of the income of the residuary estate, or of a specified fund or of specified property, shall constitute together with all arrears thereof, a continuing charge on the whole of the income.37.Commencement of annuity and time for payment when no time fixed by willWhen an annuity is given by will, and no time is fixed for its commencement, it shall commence from the testator's death, and the first payment shall be made at the expiration of one year after that event:Provided that, where there is a direction that the annuity shall be paid quarterly or monthly, the first payment shall be due at the end of the quarter or month, as the case may be, immediately after the testator's death; and shall, if the personal representatives think fit, be paid when due but the personal representatives shall not be bound to pay it until the expiry of twelve months after the testator's death.38.Dates of successive payments directed to be made within given time or on day certainWhere there is a direction that the first payment of an annuity shall be made within any specified period of time after the death of the testator, or on a day certain, the next payment to be made, and subsequent payments, shall be made accordingly.39.ApportionmentIf an annuitant dies in the interval between the times for payment of his annuity, an apportioned share of the annuity shall be paid to his personal representatives.Gifts of Income
40.Gift of income for indefinite periodWhere the income of any fund, property or residuary estate is bequeathed to any person, and the will affords no indication of an intention that the enjoyment of the gift should be of limited duration, the principal, as well as the income, shall belong to the legatee.Gifts for Special Purposes
41.Effect of gift for special purposeWhere a gift is bequeathed solely for the benefit of the legatee, then, notwithstanding that words are added to the gift expressing a purpose for which the gift is made, the legatee shall be entitled to claim the gift without applying it to that purpose, whether or not the purpose be expressed in obligatory terms:Provided that—(i)where the gift is made subject to a gift over of any surplus remaining after the purpose has been fulfilled, the provisions of this paragraph shall apply only to so much of the gift as is necessary for such purpose;(ii)the provisions of this paragraph shall not apply where the purpose specified is so expressed as to create a condition or a discretionary trust with gift over, nor where the legatee is a minor.42.Effect of discretion as to timeWhere a gift of a sum of money is directed to be applied solely for the benefit of a person in a certain way, but the time within which the gift is to be expended is left in the discretion of the personal representatives or of trustees, the beneficiary shall not, so long as the personal representatives or the trustees properly exercise their discretion, demand payment of the money, but if he dies before the money is so applied, his personal representatives shall be immediately entitled to the money.Conditional Gifts
43.Express words unnecessaryNo precise form of words shall be necessary to create a condition in a will, and any expression disclosing such an intention of the testator shall have that effect.44.Void ConditionsAny condition shall be void which—(a)requires the performance of an illegal act, or is not legally enforceable; or(b)is contrary to law, morality or public policy; or(c)is uncertain, or is too vague to be enforced; or(d)offends against any law as to accumulations, remoteness or perpetuities; or(e)is impossible ab initio, or becomes impossible by the act or default of the testator, or by an act of any court; or(f)is repugnant to the gift to which it is annexed; or(g)is in total restraint of the marriage of any person other than a widow; or(h)is attached to a gift of capital to a widow, in total restraint of her marriage, without providing for any gift over on default; or(i)forbids dispute of the will, without providing for any gift over on default; or(j)restrains alienation, voluntary or involuntary, of the subject of the gift:Provided that nothing in this subparagraph shall affect or render void any discretionary trust with gift over, or any life estate made determinable on bankruptcy.45.Condition either precedent or subsequent(1)A condition shall be either precedent, in that the performance thereof is made to precede the vesting of a gift in interest, or subsequent, in that the non-performance thereof is made to determine a gift antecedently vested in interest.(2)In case of doubt, construction of a condition as a condition subsequent shall be preferred to construction as a condition precedent.46.Effect of void condition(1)Where a gift is made upon a condition subsequent which is void, the gift shall be absolute.(2)Where a gift is made upon a condition precedent which is void, the gift shall be void if—(a)the void condition is the sole motive of the bequest; or(b)the impossible nature of the condition was unknown to the testator; or(c)the condition is illegal as involving the performance of an unlawful act,but in all other cases the gift shall be absolute.47.Effect of impossibility supervening(1)Where a gift is made upon a condition subsequent which was valid ab initio, but which has, for any reason, become impossible before being performed, the gift shall be absolute.(2)Where a gift is made upon a condition precedent which was valid ab initio, but which has, for any reason other that the act or default of the testator or an act of any court, become impossible before being performed, the gift shall be void.48.Legatee bound by legal conditionsWhere a legatee has taken a gift subject to a valid condition, he shall be estopped by his act of taking the gift from subsequently insisting on rights which, by the terms of the conditions, he is bound to release, or from declining a duty which he is required by the condition to perform.49.One or two separate and independent bequests to same person may be accepted and the other refusedWhere a will contains two separate and independent gifts to the same person, the legatee may take one of them, and may refuse the other, although either or both of the gifts was made upon condition.50.Time in which conditions must be performedWhere a gift is made upon a condition, and no time is specified for its performance, the legatee shall perform the condition within a reasonable time:Provided that—(i)where the condition is for the benefit of another person, then, in the absence of any specified time in which the condition is to be performed, the legatee shall perform the condition upon demand being made by that other person;(ii)where the condition is the happening of a specified uncertain event beyond the control of the legatee, the gift shall take effect if that event happens before the gift is payable or distributable, but not thereafter.51.Performance generallyThe performance of a condition shall be such as to constitute a substantial compliance with the terms of the condition:Provided that, in respect of time, there shall be strict compliance where there is any express gift over.52.Ignorance of conditionWhere a gift is made upon a valid condition, ignorance of that condition shall not protect the legatee from the consequences of his default, unless ignorance is attributable to the act of default of some person who benefits by breach of that condition.Gifts to Executors
53.Legatee named as executor cannot take unless he shows intention to act as executorIf a gift is bequeathed to a person who is named an executor of the will for his own benefit, and is not given independently of the office of executor, there shall be a presumption that he is not intended to take the gift unless he proves the will or otherwise unequivocally manifests an intention to act as executor.Vesting and Divesting of Gifts
54.Meaning and effect of vesting(1)A gift shall vest in the legatee in interest when his entitlement to the gift, whether in possession or reversion, or to be enjoyed in possession at some future time, becomes certain.(2)Where the legatee dies before receiving possession of a gift already vested in him in interest that gift, unless divested by his death, shall pass to his personal representative.(3)Where the legatee dies before a gift vests in him in interest, the gift shall have no effect:Provided that a gift over which is contingent only upon a collateral event, irrespective of the legatee attaining a specified age or surviving a specified period, shall vest in the personal representatives of the legatee if that event happens after his death.55.Direction for vestingA direction that a gift shall vest at any given time shall, unless it appears from the will to refer to vesting in possession, be construed as referring to vesting in interest.56.Time of vesting of general termsIf a gift be made in general terms, without specifying any particular time for the vesting thereof, the legatee shall have a vested interest therein from the day of the death of the testator, or so soon thereafter as he comes into existence or the terms of the gift may otherwise permit.57.Vesting of contingent giftsIf a gift be made in terms which clearly indicate that the interest of the legatee shall be contingent upon the happening of some uncertain event (other than the performance of a void condition not itself avoiding the gift), such interest shall not vest in the legatee until the event has happened.58.Gift may vest subject to subesquent divestingA gift may be made to vest immediately on the testator's death or on the happening of a specified event, notwithstanding that, by the terms of the will, it is subject to subsequent divesting on the happening or not happening of some uncertain event.59.Absolute gift with enjoyment postponedWhere a substantive gift is made subject only to a direction that it shall not be paid or delivered to the legatee until the happening of some future event, the legatee shall acquire an immediate vested interest, although vesting in possession shall be postponed in accordance with the direction:Provided that a mere direction that the legatee attains an age exceeding full age shall be inoperative after he attains full age.60.Direction for payment without substantive giftWhere the gift consists solely in a direction to pay or distribute at a future age, or upon the happening of some future event (other than performance of a void condition not itself avoiding the gift) without any substantive gift, the gift shall not vest in interest until that future age is attained or such future event occurs:Provided that when the payment or distribution appears to be postponed merely for the convenience of the fund or the property, as the case may be, the vesting shall not be deferred as provided in this paragraph.61.Gift subject to attaining certain age or marryingWhere a gift is made to a legatee and the attainment of a certain age or marriage is introduced into and made a constituent part of the description or character of the legatee, the vesting of the gift in interest shall be postponed until the attainment of that age or marriage, as the case may be.62.Effect of interim direction for maintenanceWhere, under the terms of any gift the vesting thereof purports to be postponed to a given age and the gift is accompanied by a direction that the intermediate income shall be applied for the maintenance of the legatee, the gift shall vest in interest immediately, whether or not he attains that age:Provided that this rule shall not apply to the gift of an entire fund to be distributed among a class of persons equally on attaining a given age.63.Ambiguity of vesting contingency or divestingWhere the terms of a will are ambiguous in respect of the vesting, contingency or divesting of a gift, it shall, subject to all other rules of construction, be so construed as to give the legatee a vested rather than a contingent interest.Satisfaction
64.Presumed satisfaction of debtWhere a debtor bequeaths a gift to his creditor, and the gift is equal to or greater than the debt, there shall be a presumption that the gift is intended to satisfy the debt, and not to be taken in addition to payment of the debt:Provided that this presumption shall arise only in respect of a debt contracted before the date of execution of the will.65.Presumed satisfaction of portionWhere a person who is under an obligation by contract to provide a portion for his child, or for some other person to whom he stands in loco parentis, fails to do so, but makes a gift to that child or other person by will, there shall be a presumption that the gift is intended to satisfy that portion, so far as the gift extends.66.No presumed satisfaction of gift made previously in contemplation of deathA gift made by will shall not of itself raise any presumption that such gift is intended to satisfy or to take the place of a gift, whether or not of equal amount, previously made to the same person by the testator in contemplation of death.Additional and Substituted Gifts
67.Two gifts to same personWhere a testator has purported to make two gifts to the same person, and a question arises whether he intended to make the second gift instead of or in addition to the first, and if there is nothing in the will or wills to show what he intended, the following rules shall have effect in determining the construction to be put upon the will or wills—(a)if the same specific thing is bequeathed twice to the same legatee by the same will, or by separate wills, he shall be entitled to receive that specific thing only;(b)where one and the same will purports to make, in two places, a gift to the same person of the same quantity or amount of anything, he shall be entitled to one of those gifts only;(c)where two gifts of unequal amount are given to the same person by the same will, the legatee shall be entitled to both gifts;(d)where two gifts, whether equal or unequal in amount, are given to the same legatee by separate wills, the legatee shall be entitled to both gifts.Liabilities Incidental to Gifts
(1)Where the free property of a deceased person includes an interest in property which at the time of his death is charged with the payment of money, whether by way of mortgage, charge, lien (including a lien for unpaid purchase money), pledge or otherwise, and the deceased has not by will, deed or other document signified a contrary or other intention, the interest so charged shall, as between the different persons claiming through the deceased, be primarily liable for such payment and every part of the interest, according to its value, shall bear a proportionate part of the payment.(2)Any contrary or other intention shall not be deemed to be signified by a general direction for payment of debts out of any residuary estate, or by a charge of debts upon any residuary estate, unless the intention is further signified by words expressly or by necessary implication referring to the payment so charged.(3)A periodical payment in the nature of land revenue or in the nature of rent in respect of any period prior to the death of the testator is not a payment contemplated by this rule.69.Completion of testator's title to things bequeathed to be at cost of his estateWhere anything is to be done to complete the testator's title to the thing bequeathed, other than a payment with which that thing is charged at the date of his death, it shall be done at the cost of his estate.70.Exoneration of legatee's immovable property for which land revenue or rent payable periodicallyWhere there is a gift of any interest in immovable property, in respect of which payment in the nature of land revenue or in the nature of rent has to be made periodically, the estate of the testator shall (as between the estate and the legatee) make good such payments or a proportion of them, as the case may be, up to the day of his death.71.Exoneration of specific legatee's securitiesIn the absence of any direction in the will, any call or other payment due from the testator at the time of his death in respect of any securities, of which there is a specific legacy, if the same is not then charged upon those securities by way of lien or otherwise, shall, as between the testator's estate and the legatee, be borne by the estate, but if any call or other payment becomes due in respect of those securities after the testator's death, the same shall, as between the testator's estate and the legatee, be borne by the legatee, if he accepts the gift.72.Order of payment when legacy directed to be paid out of fund the subject of specific legacyWhere a portion of a fund is specifically bequeathed and a legacy is directed to be paid out of the same fund, the portion specifically bequeathed shall first be paid to the legatee thereof, and the demonstrative legacy shall be paid out of the residue of the fund, and, so far as the residue shall be deficient, out of the general assets of the testator, in exoneration of the specific legacy.73.Expenses to be borne by legateeThe costs of preservation, transfer or delivery of the subject of a specific legacy shall be borne by the legatee.Gifts to Survivors
74.Gifts to such of certain persons as shall be surviving at some period not specified(1)Where a gift is in effect made to such of certain persons as shall be surviving at some period, but the exact period is not specified, it shall go to such of them as shall be alive at the time of payment or distribution and capable of taking.(2)The provisions of this paragraph shall apply whether the gift is to vest in possession immediately on the death of the testator, or at some time subsequent thereto upon the termination of a prior interest:Provided that, where the time of payment of distribution depends upon the happening of two events, one of which is personal, and the other of which is not personal, to the legatee, the gift shall subject to all other rules of construction, be construed as referring to the happening of the former event exclusively.Exercise of Powers
75.Execution of power of appointment by general legacy or residuary bequestUnless a contrary intention is clearly expressed or implied in the will—(a)a general legacy or limited residuary bequest shall be construed to include any property falling within the general description of such legacy or bequest over which the testator may have a general power of appointment by will and shall operate as an execution of that power as regards such property; and(b)a general residuary bequest shall be construed to include any property over which the testator may have a general power of appointment by will and shall operate as an execution of that power:Provided that, unless an intention in that behalf is clearly expressed or implied in the will, no such gift shall in either event be construed as an exercise of any power of revocation and new appointment.76.Execution of special powersNo general legacy or general residuary bequest shall be construed as an execution of any special power of appointment, unless an intention in that behalf is clearly expressed or implied in the will.77.Particular residuary bequestsNo particular residuary bequest shall be construed as an execution of any general or special power of appointment unless an intention in that behalf is clearly expressed or implied in the will.78.Implied gifts to objects of special power in default of appointmentWhere by a will any special power of appointment is given over property, but no provision is made in the event of default of appointment, the property shall, in default of any such appointment or so for as it may not extend, belong to all the objects of such power in equal shares, subject to all appointments made thereunder being brought into account.SECOND SCHEDULE
FAILURE OF TESTAMENTARY DISPOSITIONS
By Lapse
(1)Save as is provided in this Schedule no gift or disposition shall confer any benefit on any person who predeceases the testator, and where a gift or disposition fails on this account it is said to "lapse".(2)Subject to the provisions of section 43 of this Act, the burden of proving that a legatee or appointee under a will has survived the testator shall lie upon the person alleging survivorship.(3)A statement in a will that there shall be no lapse shall have no effect, except and so far as a further legatee or appointee, capable of taking, is designated.(1)Unless a contrary intention appears in the will, there shall be no lapse in either of the following cases—(a)where the gift or disposition is made in discharge of a moral obligation recognized by the testator; or(b)where the gift or disposition is in favour of any child or other issue of the testator, for any estate or interest not determinable at or before the death of the child or other issue and the child or other issue, as the case may be, leaves issue surviving the testator,but in either case the gift or disposition shall take effect as if the deceased legatee had died immediately after the testator.(2)Where a gift or disposition is in favour of a described class of persons, notwithstanding that one or more of the class is named, and any member of that class survives to take a vested interest, there shall be no lapse but the survivor or survivors shall take the whole:Provided that, if property is bequeathed to a class of persons described as standing in a particular degree of kindred to a specified individual, but the vesting of their interest is deferred until a time later than the death of the testator, by reason of a prior bequest or otherwise, the property shall at that time go to such of them capable of taking as are then alive and to the personal representatives of any of them otherwise capable of taking who have died since the death of the testator.3.Gift to several named personsWhere there is a gift or disposition to several named persons, who do not constitute a class for the purpose of the will, and one or more of those persons predecease the testator, then—(a)if an intention appears from the will that those persons should take as joint tenants, or that only the survivors of them should take, there shall be no lapse, if any of them survives the testator and is capable of taking the whole; but(b)if an intention appears from the will that those persons should take as tenants in common, and no intention appears therefrom that only the survivors of them should take, there shall be a lapse in respect of the share or shares of any of those persons predeceasing the testator, subject only to the provisions of paragraph 2.4.Charges of gifts on giftsWhere one gift is charged on the subject of another gift—(a)if the encumbered gift lapses, the charge shall continue to have effect notwithstanding the lapse;(b)if the encumbering gift lapses, the legatee of the encumbered gift shall take the whole subject thereof free of the charge,unless a contrary intention is expressed or implied in the will.5.Lapse of limited interestsThe lapse of a limited interest shall accelerate the interests in remainder expectant on the determination of the limited interest.6.Effect on gifts overWhere a gift or disposition is made to one person with a gift over to another person in such circumstances that the gift over would fail if the original legatee survived the testator, the lapse of the original gift or disposition shall result in the gift over taking effect.7.General effect of lapseSubject only to the foregoing provisions of this Schedule, if a gift or disposition lapses, the property or interest in the subject thereof shall pass under any residuary bequest which, but for the gift or disposition, would have applied to such property or interest:Provided that, if there is no such residuary bequest, or if the lapsed gift or disposition is itself a share of such residuary bequest and there is no ulterior residuary bequest under which it can pass, then there shall be intestacy in respect of the property or interest.By Ademption
(1)If property which has been specifically bequeathed does not belong to the testator at the time of his death, or has been converted into property of a different kind, the gift cannot take effect, by reason of the subject thereof having been withdrawn from the operation of the will; and where a gift fails on this account, it is said to be "adeemed".(2)There must be a substantial change in the subject of a specific legacy to cause ademption and a merely nominal change shall not have that effect.9.Change of subject without testator's consentWhere property specifically bequeathed undergoes a change between the date of the will and the testator's death, and the change is caused by a wrongful conversion, the gift shall not be adeemed, but where the change is caused by the authority of any written law, whether or not approved by the testator, there shall be ademption unless the written law effecting the conversion provides otherwise.10.Gift of interest in fundThe gift of an interest in a fund shall not be adeemed by any sale or change of investment of the fund by the persons having control thereof, nor shall it be adeemed by the testator receiving it before his death, whether or not thereafter sold or re-invested by him, if it can at his death be followed and distinguished.11.Non-ademption of demonstrative legacyA demonstrative legacy shall not be adeemed by reason that the property on which it is charged by the will does not exist at the time of the death of the testator, or has been converted into property of a different kind, but it shall, in that case, be paid out of the general estate of the testator.12.Revival of will does not revive adeemed legacyThe revival of a will shall not revive an adeemed gift, so as to give the legatee any interest in any property then representing the original subject of the adeemed gift.13.No presumption of intentionApart from any intention which may be expressed or implied in the terms of the will itself, there shall be no presumption of intention that ademption shall or shall not in any particular circumstances result:Provided that the intention of the testator, to be ascertained according to the ordinary rules of construction, shall always be relevant to determine the precise subject of the gift.14.Ademption by subsequent provisionWhere a testator makes a gift by will to any person for a specific purpose, or to any child or other person to whom he stands in loco parentis by way of portion, and after the date of execution of that will provides by deed of settlement or otherwise for the same purpose or by way of portion for the same child or other person, there shall be a presumption that the gift is adeemed by the subsequent provision, so far as the subsequent provision extends.THIRD SCHEDULE
ELECTION
(1)Where a person, by a will validly made in accordance with Part II of this Act, purports to dispose of any property which is not his own, and bequeaths a gift to the person to whom that property belongs, the legatee accepting the gift so bequeathed to him may elect to give effect to the testator's, attempted disposition or to enforce his proprietary rights against that disposition.(2)lf a legatee elects under this paragraph to enforce proprietary rights, he shall make compensation, out of the gift bequeathed to him, to the person whom he has thereby disappointed, and the amount of the compensation shall be assessed on the value of the attempted disposition as at the date of the testator's death, but shall not exceed the value of the gift bequeathed to the person electing to enforce his prorietary rights.2.Where property belongs to more than one personWhere a testator purports to dispose of property which belongs to more than one person, every such person, if also a beneficiary under the will of that testator, shall have the right of election provided by paragraph 1, to the extent of his interest in that property.3.Testator's ignorance immaterialIt shall be immaterial to any case of election whether the testator, in purporting to dispose of property which is not his own, was aware of his lack of title, or proceeded on the erroneous supposition that he was exercising a power of disposition which belonged to him.4.Legatee's ignorance materialA person shall not be bound to elect until all circumstances which may influence his election are known to him, and, if a person elects in ignorance of any material facts, he shall not be bound by that election.5.Implied electionWhere there is no express election, it may be implied or inferred from acts, or from failure to dissent, but such an inference shall not arise unless the legatee actually knows of his right to elect.6.Postponement in case of disabilityIn case of any disability of a legatee entitled to elect, the election shall be postponed until the disability ceases, or until the election is made by some competent authority or representative.7.Extrinsic evidence inadmissible to prove intentionIn order to raise a case of election the intention of the testator to dispose of the property not belonging to him must be apparent on the face of the will, and extrinsic evidence shall not be admissible.8.Cases to which doctrine does not applyThe principles of election set out in this Schedule shall not apply—(b)to legatees who hold the property of which the testator has attempted to dispose in some capacity other than that in which the gift is made to them; or(c)where the property of which the testator has attempted to dispose does not belong either to the testator or to the legatee, nor to any case where the legatee cannot by his own lawful act give effect to that disposition; or(d)where the legatee, although subsequently becoming the owner of the property of which the testator has attempted to dispose, is not the owner of that property at the date of the testator's death; or(e)to persons who, although taking no direct gift under the will, derive an indirect benefit therefrom.9.Application to appointments under powersThe principles of election set out in this Schedule shall apply to cases of invalid appointments under powers, but not where—(a)the testator clearly shows he is aware that the appointment is of doubtful validity;(b)the appointment is made to objects of the power absolutely, with merely a condition or proviso in favour of strangers to the power; or(c)the appointment is void for remoteness.FOURTH SCHEDULE
FIFTH SCHEDULE
FORMS OF LIMITED GRANT
Grant Limited in Duration
1.Probate of copy or draft of lost willWhen a will has been lost or mislaid since the testator's death, or has been destroyed by wrong or accident, and not by any act of the testator, and a copy or the draft of the will has been preserved, probate may be granted of the copy or draft, limited until the original or a properly authenticated copy of it be produced.2.Probate of copy where original existsWhen a will is in the possession of a person residing out of Kenya, who has refused or neglected to deliver it up, but a copy has been transmitted to the executor, and it is necessary for the interests of the estate that probate should be granted without waiting for the arrival of the original, probate may be granted of the copy so transmitted, limited until the will or an authenticated copy of it be produced.3.Administration until will producedWhere no will of a deceased is forthcoming, but there is reason to believe that there is a will in existence, letters of administration may be granted, limited until the will or an authenticated copy of it be produced.Grants for the Use and Benefit of Others having Right
4.Administration, with will annexed to attorney of absent executorWhen any executor is absent from Kenya and there is no executor within Kenya willing to act, letters of administration with the will annexed may be granted to the attorney of the absent executor, for the use and benefit of his principal, limited until he shall obtain probate or letters of administration granted to himself.5.Administration with will annexed to attorney of absent person who if present would be entitled to administerWhen any person to whom, if present, letters of administration, with the will annexed might be granted, is absent from Kenya, letters of administration, with the will annexed, may be granted to his attorney, limited as above mentioned.6.Administration to attorney of absent person entitled to administer in case of intestacyWhen a person entitled to administration in case of intestacy is absent from Kenya, and no person equally entitled is willing to act, letters of administration may be granted to the attorney of the absent person, limited as before mentioned.7.Administration during minority of sole executor or residuary legateeWhen a minor is sole executor or sole residuary legatee, letters of administration, with the will annexed, may be granted to the legal guardian of the minor, or to such other person as the court shall think fit until the minor has attained full age, at which period, and not before, probate of the will shall be granted to him.8.Administration during minority of several executors or residuary legateesWhen there are two or more minor executors, and no executor who has attained majority, or two or more residuary legatees, and no residuary legatee who has attained majority, the grant shall be limited until one of them has attained full age.9.Administration for use and benefit of person of unsound mindIf a sole executor or a sole universal or residuary legatee or a person who would be solely entitled to the estate of the intestate according to the rules for the distribution of intestates' estates, be a person of unsound mind, letters of administration, with or without the will annexed, as the case may be, shall be granted to the person to whom the care of his estate has been committed by competent authority, or, if there be no such person, to such other person as the court may think fit to appoint for the use and benefit of the person of unsound mind until he becomes of sound mind.10.Administration pendente litePending any suit touching the validity of the will of a deceased person, or for obtaining or revoking any probate or any grant of letters of administration, the court may appoint an administrator of the estate of the deceased person, who shall have all the rights and powers of a general administrator, other than the right of distributing the estate, and the administrator shall be subject to the immediate control of the court and shall act under its direction.Grants for Special Purposes
11.Probate limited to purpose specified in willIf an executor be appointed for any limited purpose specified in the will, the probate shall be limited to that purpose, and, if he should appoint an attorney to take administration on his behalf, the letters of administration, with the will annexed, shall accordingly be limited.12.Administration with will annexed limited to particular purpoself an executor appointed generally gives an authority to an attorney to prove a will on his behalf, and the authority is limited to a particular purpose, the letters of administration, with the will annexed, shall be limited accordingly.13.Administration limited to property in which person has beneficial interestWhere a person dies leaving property of which he was the sole or surviving trustee, or in which he had no beneficial interest on his own account, and leaves no general representative, or one who is unable or unwilling to act as such, letters of administration, limited to that property, may be granted to the person beneficially interested in the property, or to some other person on his behalf.14.Administration limited to suitWhen it is necessary that the representative of a deceased person be made a party to a pending suit, and the executor or person entitled to administration is unable or unwilling to act, letters of administration may be granted to the nominee of a party in such suit, limited for the purpose of representing the deceased in the said suit, or in any other cause or suit which may be commenced in the same or in any other court between the parties, or any other parties, touching the matters at issue in the cause or suit, and until a final decree shall be made therein, and carried into complete execution.15.Administration limited to purpose of becoming party to suit to be brought against administratorIf, at the expiration of twelve months from the date of any probate or letters of administration, the executor or administrator to whom the grant has been made is absent from Kenya, the court may grant, to any person whom it may think fit, letters of administration, limited to the purpose of becoming and being made a party to a suit to be brought against the executor or administrator, and carrying the decree which may be made therein into effect.16.Appointment of person not normally entitled to a grantWhere it appears to the court to be necessary or convenient to appoint some person to administer an estate or any part thereof other than the person who would in ordinary circumstances be entitled to a grant of representation, the court may, in its discretion and having regard to all the circumstances of the case, appoint such other person to be administrator and grant letters of administration, whether limited or otherwise, as it shall think fit.Grants with Exception
17.Probate or administration with will annexed subject to exceptionWhenever the nature of the case requires that an exception be made, probate of a will, or letters of administration with the will annexed, shall be granted subject to such exception.18.Administration with exceptionWhenever the nature of the case requires that an exception be made, letters of administration shall be granted subject to that exception.Grants of the Rest
19.Probate or administration of restWhenever a grant, with exception, of probate, or letters of administration, with or without the will annexed, has been made, the person entitled to probate or administration of the remainder of the deceased's estate may take a grant of probate or letters of administration, as the case may be, of the rest of the deceased's estate.Grants of Effects Unadministered
20.Grant of effects unadministeredIf the executor to whom probate has been granted has died, leaving a part of the testator's estate unadministered, a new representative may be appointed for the purpose of administering such part of the estate.21.Administration when limited grant expired and still some part of estate unadministeredWhen a limited grant has expired by effluxion of time, or the happening of the event or contingency on which it was limited, and there is still some part of the deceased's estate unadministered, letters of administration shall be granted to those persons to whom original grants might have been made.SIXTH SCHEDULE
ABATEMENT AND REFUNDING OF LEGACIES
Abatement
1.Abatement of general legacies(1)If the assets, after payment of debts, necessary expenses, and specific legacies, are not sufficient to pay all the general legacies in full, the latter shall abate or be diminished in equal proportion, and the personal representative has no right to pay one legatee in preference to another nor to retain any money on account of legacy to himself or to any person for whom he is a trustee:Provided that nothing contained herein shall prejudice or affect the priority of the remuneration to which any personal representative may be entitled under the will (including any general legacy which is expressly or impliedly conditional on his proving the will) or otherwise.(2)For the purpose of abatement, a legacy for life, a sum appropriated by the will to produce an annuity, and the value of an annuity when no sum has been appropriated to produce it, shall be treated as general legacies.2.Non-abatement of specific legacy when assets sufficient to pay debtsWhere there is a specific legacy, and the assets are sufficient for the payment of debts and necessary expenses, the thing specified must be delivered to the legatee without any abatement.3.Right under demonstrative legacy when assets sufficient to pay debts and necessary expensesWhere there is a demonstrative legacy, and the assets are sufficient for the payment of debts and necessary expenses, the legatee shall have a preferential claim for payment of his legacy out of the fund from which the legacy is directed to be paid until such fund is exhausted, and, if, after the fund is exhausted, part of the legacy still remains unpaid, he shall be entitled to rank for the remainder against the general assets as for a legacy of the amount of the unpaid remainder.4.Rateable abatement of specific legaciesIf the assets are not sufficient to answer the debts and the specific legacies, and abatement shall be made from the latter rateably in proportion to their respective amounts.5.Distribution after noticeWhere personal representatives have given such notice as may be prescribed for creditors and others to send in their claims against the estate of the deceased, the personal representatives shall, at the expiration of the time therein named for sending in claims, be at liberty to distribute the assets of the estate or any part thereof, in discharge of any lawful claims of which they have notice, and shall not be liable for the assets so distributed to any person of whose claim they have not had notice at the time of distribution:Provided that nothing herein contained shall prejudice the right of any creditor or claimant to follow the assets, or any part thereof, in the hands of the persons who may have received them respectively.Refunding
6.Refund of legacy to personal representativesWhere personal representatives have paid any legacy which, but for the payment, would have been liable to abatement in accordance with the foregoing provisions of this Schedule, they shall be entitled to call upon the legatee to refund the amount by which the legacy should have been abated—(a)if the legacy was paid under any order of the court; or(b)if and so far as the abatement is rendered necessary by discovery of a debt of which notwithstanding compliance with the provisions of section 90 of this Act, the personal representatives had no notice at the time of voluntary payment of the legacy, but not otherwise.7.Creditors call upon legatee to refundA creditor who has not received payment of his debt may call upon a legatee who has received payment of his legacy to refund the legacy, whether the assets of the testator's estate were or were not sufficient at the time of his death to pay both debts and legacies, and whether the payment of the legacy by the personal representatives was voluntary or not.8.When legatee not satisfied or compelled to refund he cannot oblige one paid in full to refundIf the assets of a testator's estate were sufficient to satisfy all the legacies at the time of the testator's death, a legatee who has not received payment of his legacy, or who has been compelled to refund the legacy in accordance with the provisions of paragraph 7, cannot oblige another legatee who has received payment in full to refund his legacy, whether that legacy was paid to him with or without suit, although the assets have subsequently become deficient by waste on the part of the personal representatives.9.When unsatisfied legatee must first proceed against personal representatives if solventIf the assets of the testator's estate were not sufficient to satisfy all the legacies at the time of the testator's death, a legatee who has not received payment of his legacy shall, before he can call on a satisfied legatee to refund, first proceed against personal representatives, if they or any of them be solvent, but, if no personal representative be solvent or liable to pay, the unsatisfied legatee can oblige each satisfied legatee to refund in proportion:Provided that the refunding by one legatee to another shall not exceed the sum by which the satisfied legacy ought to have been abated if the estate had been properly administered.10.Refund when legacy has become due on performance of condition within further time allowedWhere the time prescribed by the will for the performance of a condition has elapsed, without the condition having been performed, and the personal representatives have thereupon, without fraud, distributed the assets, of the testator's estate, in such case, if further time has for any reason been allowed by the court for the performance of the condition, and the condition has been performed accordingly, the legacy cannot be claimed from the personal representatives, but those to whom he has paid it shall be liable to refund the amount.11.Refunding to be without interestIn all cases arising under this Schedule, any refunding shall be without interest.SEVENTH SCHEDULE
INVESTMENT OF FUNDS TO PROVIDE FOR LEGACIES AND INTEREST ON LEGACIES
Investment
1.Investment of sum bequeathed where general legacy given for lifeWhere a general legacy is given for life, the sum bequeathed shall, at or before the end of a year after the death of the testator be invested in any authorized investment:Provided that, where an annuity is given and no fund is charged by the will with its payment or appropriated by the will to answer it, a sum sufficient to produce the annuity shall be invested in any authorized investment.2.Investment of general legacy to be paid at future time(1)Where a general legacy is given to be paid at a future time, the personal representatives shall invest a sum sufficient to meet it in any authorized investment.(2)The intermediate interest from the investment shall, unless expressly or by implication payable to the legatee or another, form part of the residue of the testator's estate.3.Transfer to residuary legatee subject to contingent giftWhere a gift is contingent, the personal representatives shall not be bound to invest the amount of the legacy, but may transfer the whole residue of the estate to the residuary legatee, if any, on his giving sufficient security for the payment of the legacy if and when it becomes due.4.Investment of residue bequeathed for life without direction to invest in particular securitiesWhere a testator has given any property to a person for life without any direction to invest it in any particular securities, so much thereof as is not at the time of the testator's death invested in an authorized investment, shall be converted into money, and invested in such an investment.5.Interest payable pending conversion and investmentUntil conversion and investment are completed in accordance with the provisions of this Schedule, or with the terms of the will, as the case may be, the person who would for the time being be entitled to the income of the fund when so invested shall receive interest at the rate of six per centum per annum upon the market value (to be computed as at the date of the testator's death) of such part of the fund as has not yet been so converted and invested.Interest
6.What contingent and future testamentary gifts carry the immediate income(1)A contingent or future as well as an immediate specific legacy and a residuary bequest not contingent in its terms of property, whether immovable or movable, shall, subject to the provisions of section 25 of this Act and paragraph 5 of this Schedule, carry the intermediate income of that property from the death of the testator, except so far as the income, or any part thereof, may be otherwise expressly disposed of.(2)In the case of any contingent or future gift, either specific or residuary, not falling under the provisions of subparagraph (1), the bequest shall not comprise the intermediate income of the property or fund bequeathed between the death of the testator and the vesting of the bequest.7.Interest on general legacyWhere no time has been fixed for the payment of a general legacy, interest shall begin to run from the expiration of one year from the testator's death; but where a time has been fixed for payment, interest shall begin to run from the time fixed; and in either event the interest up to that period shall form part of the residue of the testator's estate:Provided that interest shall run from the death of the testator where—(i)the legacy is bequeathed in satisfaction of a debt; or(ii)the testator was a parent or more remote ancestor of the legatee, or has put himself in the place of a parent of the legatee, and the legatee is a minor, and no specific sum is given by the will for maintenance; or(iii)the legacy is bequeathed to a minor with a direction to pay for his maintenance thereout.8.No interest on arrears of annuity within first year of testator's deathNo interest shall be payable on the arrears of an annuity within the first year from the death of the testator, although a period earlier than the expiration of that year may have been fixed by the will for making the first payment of the annuity.9.Interest on sum to be invested to produce annuityWhere a sum of money is directed to be invested to produce an annuity, interest shall be payable on that sum from the death of the testator until so invested.10.Rate of interestThe rate of interest payable under paragraphs 6 to 9 (inclusive), shall, unless otherwise expressly provided, be six per centum per annum.11.ApplicationThe provisions of paragraphs 6 to 9 (inclusive) shall apply in so far as a contrary intention does not appear from the will.EIGHTH SCHEDULE
Spent
NINTH SCHEDULE
Spent