When an estate is disputed, the question is rarely simply, “Who should inherit?”
A succession
dispute may involve the validity of a Will, the circumstances in which it was
made, whether a person is entitled to reasonable provision, who qualifies as a
beneficiary or dependant, whether an executor or administrator has properly
performed their duties, or whether a particular asset actually belonged to the
deceased.
These
questions can become complex because different disputes may call for different
remedies and, in some circumstances, may fall within the jurisdiction of
different courts.
In Kenya,
contentious probate and succession disputes are principally governed by the Law
of Succession Act, Cap. 160, together with the Probate and Administration
Rules and the constitutional and statutory provisions governing the
jurisdiction of the courts.
The starting
point in any contested estate should therefore be to identify the real
dispute, the appropriate remedy, and the correct forum before
substantial litigation costs are incurred.
1.
Challenging the validity of a Will
A Will is an
important expression of a person's testamentary wishes, but its existence does
not necessarily make it valid or enforceable.
Section 5 of
the Law of Succession Act permits a person of sound mind who is not a minor to
dispose of their free property by Will. The Act, however, imposes important
limitations on testamentary freedom and provides circumstances in which a Will
or part of it may be rendered invalid.
Testamentary
capacity
One of the
most common challenges concerns the testator's mental capacity.
Section 5(3)
of the Law of Succession Act provides that a person making a Will is presumed
to be of sound mind unless, at the time of executing the Will, they were in
such a state of mind—whether because of mental or physical illness, drunkenness
or another cause—as not to know what they were doing. The burden of proving
lack of testamentary capacity rests upon the person alleging it.
The fact that
a testator was elderly, ill or receiving medical treatment does not, by itself,
establish lack of testamentary capacity. The relevant question is the
testator's state of mind at the time the Will was made.
The courts
have consistently treated testamentary capacity as a question of fact to be
determined from the evidence. In In re Estate of G.K. (Deceased) [2017] eKLR,
the court considered the requirements surrounding testamentary capacity and the
circumstances in which a Will may properly be challenged.
Evidence may
include medical records, evidence from the advocate who prepared the Will, the
attesting witnesses, persons who interacted with the testator around the
relevant period, and evidence concerning the testator's conduct and
understanding.
Fraud,
coercion, undue influence and mistake
Section 7 of
the Law of Succession Act provides that a Will, or part of a Will, is void
where its making was caused by fraud or coercion, or by such importunity as
deprived the testator of free agency, or by mistake.
The
circumstances surrounding the preparation and execution of a Will can therefore
become highly significant.
Questions may
arise where:
- a beneficiary was closely
involved in preparing the Will;
- the testator was dependent upon
or vulnerable to another person;
- the Will substantially departs
from previous testamentary wishes;
- the testator was allegedly
pressured to exclude particular family members;
- the signature or thumbprint is
disputed;
- the contents of the Will were
allegedly not explained to an illiterate testator; or
- there are other suspicious
circumstances surrounding its preparation or execution.
However,
suspicion alone is not necessarily sufficient to invalidate a Will. The party
challenging the Will must establish the legal ground relied upon with
sufficient evidence.
Formal
validity and execution
Section 11 of
the Law of Succession Act sets out the formal requirements for a written Will.
Among other requirements, the testator must sign or affix their mark to the
Will, and the Will must be attested by at least two competent witnesses in the
manner prescribed by the Act.
Accordingly,
where execution is disputed, evidence from the attesting witnesses and the
advocate or other person who prepared or supervised execution of the Will may
become particularly important.
A challenge
may therefore concern not only what the Will says, but also whether
it was properly made and executed.
2.
Reasonable provision for dependants
A valid Will
does not necessarily end every succession claim.
Kenyan law
recognises testamentary freedom while also protecting certain dependants who
have not been adequately provided for.
Section 26 of
the Law of Succession Act empowers the court, upon an appropriate application,
to make reasonable provision from the deceased's net estate where the
disposition made by Will, by gift in contemplation of death, under the law of
intestacy, or through a combination of these, has not made reasonable provision
for a dependant.
This is an
important distinction.
A dependant
may not necessarily be asking the court to declare the Will invalid. Instead,
the complaint may be that even though the Will is valid, the provision made
for the dependant is inadequate.
In
determining whether to make an order for reasonable provision, the court
exercises a statutory discretion. Section 27 permits the court to order a
specific share of the estate, a lump sum, periodic payments or another
appropriate form of provision.
Who is a
dependant?
Section 29
defines the persons who qualify as dependants for purposes of Part III of the
Law of Succession Act.
The first
category includes the spouse or spouses and children of the deceased, whether
or not they were maintained by the deceased immediately before death. The
second category includes specified relatives and other persons who were being
maintained by the deceased immediately before death.
The
distinction is important because persons falling within the second category may
have to establish actual maintenance or dependency.
In Okello
v Onyango (Succession Appeal E002 of 2022) [2023] KEHC 22828 (KLR), the
High Court emphasised that an application for reasonable provision under
section 26 is available only to persons who fall within the statutory
definition of a dependant under section 29. The court distinguished spouses and
children, who fall within the first category, from other relatives who must
establish dependency.
Similarly, in
In re Estate of Stanley Paul Buliba (Deceased) [2023] KEHC 2702 (KLR),
the court emphasised that “dependant” is a technical statutory term in the
context of Part III of the Law of Succession Act and should not simply be
equated with everyone who may, in an ordinary sense, have depended upon the
deceased during their lifetime.
A
reasonable-provision claim should therefore be approached as an evidence-based
statutory claim rather than merely an assertion that the claimant was a member
of the deceased's extended family.
3.
Disputes over beneficiaries, spouses and dependants
Succession
disputes frequently arise because parties disagree about who is entitled to
participate in the estate.
Questions may
include:
- Was the claimant legally married
to the deceased?
- Was there more than one
recognised spouse?
- Is a particular person a child of
the deceased?
- Was a child adopted or otherwise
taken into the deceased's family?
- Was a relative being maintained
by the deceased?
- Is a person claiming under the
Will actually entitled to the property in question?
- Has a beneficiary been
deliberately or inadvertently left out of the proceedings?
These
questions are significant because the identity of the beneficiaries determines
the manner in which an estate may ultimately be administered and distributed.
Evidence may
include marriage records, birth certificates, adoption documents, identity
records, correspondence, financial records and testimony from persons familiar
with the family circumstances.
Where
dependency is disputed, evidence of financial or other support provided by the
deceased before death may become critical.
4.
Disputes concerning estate assets
Another major
category of contentious succession litigation concerns the assets said to form
part of the deceased's estate.
The
succession court must establish the property available for administration and
distribution. But not every dispute concerning property associated with a
deceased person is necessarily a succession dispute.
For example,
there may be a dispute as to whether:
- land registered in another
person's name was actually beneficially owned by the deceased;
- property was held on trust;
- the deceased had already
transferred an asset during their lifetime;
- a third party purchased property
from the deceased;
- property was jointly owned;
- property was unlawfully
transferred before or after death; or
- a third party has an independent
proprietary claim.
The
distinction between succession and ownership can therefore be
decisive.
In Isaya
Masira Momanyi v Daniel Omwoyo & Another [2017] eKLR, the court
recognised that disputes concerning ownership of land between an estate and
third parties are matters for determination in the appropriate land forum
rather than matters to be conclusively determined through succession
proceedings.
Similarly, in
In re Estate of Alice Mumbua Mutua (Deceased) [2017] eKLR, the High
Court explained the distinction between the probate court's mandate to
administer and distribute an estate and disputes concerning proprietary rights
in land.
More
recently, in Njuguna (Suing in his own capacity and in his capacity as the
personal representative of the Estate of Monicah Wanjiku Thuo (Deceased)) &
another v Mwaura (Sued as the personal representative/administrator of the
Estate of the Late Paul Mwaura Thuo (Deceased)) [2024] KEELC 3772 (KLR),
the Environment and Land Court considered the relationship between succession
jurisdiction and disputes concerning land, noting the statutory and procedural
distinction between inheritance and distribution of land under succession law
and independent disputes concerning land rights.
The practical
lesson is that a party should not assume that every dispute concerning property
forming part of an estate belongs before the probate court.
5.
Identifying the correct forum
This is one
of the most important considerations in contentious succession litigation.
Section 47 of
the Law of Succession Act gives the High Court jurisdiction to entertain
applications and determine disputes under the Act. Magistrates' courts may also
exercise succession jurisdiction where authorised by law and within their
jurisdictional limits.
The
Constitution, however, separately establishes the Environment and Land Court to
determine disputes relating to the environment and the use and occupation of,
and title to, land.
The
distinction becomes particularly important where an estate dispute involves
land.
A dispute
between beneficiaries concerning the inheritance or distribution of land
forming part of the deceased's estate will generally be dealt with through the
succession process.
An
independent dispute concerning title, ownership, use or occupation may,
however, fall within the jurisdiction of the Environment and Land Court.
The courts
have repeatedly emphasised this distinction.
In Njoroge
v Njoroge & another (Environment & Land Case 36 of 2023) [2023] KEELC
21808 (KLR), the Environment and Land Court held that a dispute concerning
the mode of distribution of a deceased person's estate was properly a
succession matter and not a dispute concerning the use, occupation or title to
land falling within the ELC's jurisdiction.
Similarly, in
Muriu & 3 others v Onesmus & 2 others (Environment & Land Case
E061 of 2022) [2023] KEELC 22230 (KLR), the court recognised the separate
legal regimes governing succession and land disputes and referred to the
applicable practice directions, which provide that cases concerning
inheritance, succession and distribution of land under the Law of Succession Act
should continue to be filed and heard by the High Court or competent
Magistrates' Courts.
The position
is therefore not that the ELC has no connection whatsoever with estate-related
land disputes. Rather, the critical question is what the dispute is actually
about.
In Njoroge
& another v Kinuthia (Environment and Land Case E126 of 2025) [2026] KEELC
185 (KLR), the court considered the interaction between section 47 of the
Law of Succession Act and the jurisdiction of the Environment and Land Court.
The decision illustrates the importance of identifying whether the dispute
concerns succession and distribution or an independent proprietary dispute
concerning land.
The same
issue was considered in In re Estate of Marko Mukhweso Muidakho (Deceased)
[2026] KEHC 1702 (KLR), where the High Court emphasised that the fact that
a dispute touches upon land does not automatically remove it from the
jurisdiction of the succession court where the substance of the dispute
concerns administration of the deceased's estate.
The question
is therefore not simply whether the property is land. It is what legal issue
the court is being asked to determine.
6.
Challenging a grant of representation
A further
source of contentious litigation is the grant of representation itself.
A grant may
be challenged where, for example, the person who obtained it allegedly
concealed material information, made a false statement, failed to disclose
beneficiaries, or otherwise obtained the grant through defective or improper
proceedings.
Section 76 of
the Law of Succession Act provides the principal statutory grounds for
revocation or annulment of a grant.
These include
circumstances where:
- the proceedings to obtain the
grant were defective in substance;
- the grant was obtained
fraudulently by making a false statement or concealing something material;
- an essential allegation was made
falsely;
- the person to whom the grant was
made has failed to administer the estate diligently;
- the administrator has failed to
produce inventories or accounts when required; or
- the grant has become useless or
inoperative.
In In re
Estate of the Late Kimeu Muthembwa Mbithi (Deceased) [2025] KEHC 17270 (KLR),
the High Court reiterated the distinct role of the succession court in
identifying the free property of the deceased, ascertaining beneficiaries and
supervising distribution.
Revocation is
therefore not simply a mechanism for correcting an unpopular distribution. The
applicant should identify and prove a statutory ground under section 76.
7.
Challenges to executors and administrators
Personal
representatives occupy a position of significant responsibility.
Their
statutory duties include collecting the deceased's free property, paying debts
and expenses, preparing inventories and accounts, and distributing the
remaining estate in accordance with the Will or applicable law.
Section 83 of
the Law of Succession Act sets out the duties of personal representatives.
Disputes may
therefore arise where an administrator or executor is alleged to have:
- failed to disclose estate assets;
- sold or transferred estate
property improperly;
- failed to account for estate
income;
- failed to pay legitimate debts;
- distributed assets contrary to
the confirmed grant or Will;
- delayed administration without
justification; or
- mixed estate property with
personal property.
Where such
conduct is established, the court may require accounts, issue directions
concerning administration or, where the statutory requirements are met, revoke
the grant.
The
importance of the personal representative's duty to account was underscored in In
re Estate of Patrick Mwangi Githinji (Deceased) [2025] KEHC 6867 (KLR),
where the High Court considered questions concerning the administration of an
estate and the court's jurisdiction over disputes arising within succession
proceedings.
8. The
importance of identifying the real dispute
A common
mistake in estate litigation is to begin with the remedy rather than the
underlying dispute.
For example,
a party may seek revocation of a grant when the real dispute concerns ownership
of land. Another may challenge a Will when the real complaint is that a
dependant was inadequately provided for.
These are not
necessarily the same claims and may require different evidence, procedures and
remedies.
The principle
that jurisdiction flows from the Constitution or statute is well established.
In Samuel Kamau Macharia & another v Kenya Commercial Bank Limited &
2 others [2012] eKLR, the Supreme Court held that a court's jurisdiction
flows from either the Constitution or legislation, or both, and a court cannot
arrogate to itself jurisdiction beyond what the law permits.
Accordingly,
a succession court should not be invited to determine an issue that properly
belongs to another specialised forum merely because that issue arises in the
broader context of an estate.
The courts
have stressed that jurisdiction is determined by the nature and substance of
the dispute, rather than merely by the labels placed upon the pleadings.
Early legal
analysis can therefore help determine:
1.
What
exactly is being disputed?
2.
Is
the dispute about succession, administration or proprietary ownership?
3.
What
statutory remedy is available?
4.
Who
bears the burden of proof?
5.
What
evidence is required?
6.
Which
court has jurisdiction?
7.
Can
the issue be determined within the existing succession cause, or is separate
litigation necessary?
9.
Evidence is often decisive
Contentious
probate matters are rarely determined by allegations alone.
Where a Will
is challenged, relevant evidence may include the original Will, evidence from
attesting witnesses, the advocate who prepared the Will, medical records,
handwriting or signature evidence, previous Wills, correspondence and evidence
concerning the circumstances surrounding execution.
In
reasonable-provision claims, evidence concerning the claimant's relationship
with and dependency upon the deceased, the deceased's assets and liabilities,
the claimant's financial circumstances and the reasons for the provision made
under the Will may become relevant.
In disputes
over estate assets, title documents, sale agreements, bank records, company
records, trust documents and evidence of possession or beneficial ownership may
be critical.
The earlier
the evidence is preserved and evaluated, the easier it may be to identify the
strongest legal route.
10. A
practical approach to contentious estates
When an
estate becomes disputed, parties should consider taking a structured approach
rather than immediately commencing multiple proceedings.
First,
identify the estate
Determine
what property, liabilities, interests and obligations actually belonged to the
deceased at death.
Second,
establish the parties
Identify the
executors or administrators, beneficiaries, dependants and any third parties
asserting an interest.
Third,
identify the precise dispute
Is the
challenge directed at the Will, the beneficiaries, the grant, the
administration of the estate, or ownership of a particular asset?
Fourth,
determine the appropriate remedy
Depending on
the circumstances, the appropriate application may involve an objection to a
grant, revocation or annulment, an application for reasonable provision,
directions concerning administration, an objection to confirmation, or separate
civil or land proceedings.
Fifth,
confirm jurisdiction before filing
A claim filed
in the wrong forum can result in delay, additional costs and potentially
significant procedural complications.
This is
particularly important where succession proceedings overlap with disputes
concerning land or proprietary rights.
Conclusion
Contentious
probate and succession disputes in Kenya involve much more than determining who
receives an inheritance.
A disputed
estate may require the court to determine whether a Will is valid, whether a
testator had testamentary capacity, whether a Will was procured through fraud
or undue influence, whether a dependant has been adequately provided for,
whether a claimant qualifies as a beneficiary, whether an administrator has
properly discharged their duties, or whether a disputed asset actually forms
part of the deceased's estate.
Most
importantly, not every dispute involving an estate is necessarily a
succession dispute for determination within the probate court.
The proper
approach is to identify the real issue, determine the applicable legal remedy,
assess the evidence required, and establish the appropriate forum at the
earliest possible stage.
Early and
accurate identification of these issues can prevent unnecessary litigation,
reduce procedural delays and help protect the value of the estate for those
ultimately entitled to it.
This article is intended for general information only and does not constitute legal advice. The appropriate legal strategy will depend on the facts and circumstances of each estate.
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