Probate Law Practice & Procedure Zechariah Wakili Msomi
Probate Law Practice & Procedure Zechariah Wakili Msomi
Probate Law Practice & Procedure Zechariah Wakili Msomi
LS 109:
PROBATE AND
ADMINISTRATION OF
ESTATES
Tuesday, November 19, 20
24
(c) 2020 Mr. Justice R.V. Makaramba 1
* PROBATE AND
ADMINISTRATION OF
ESTATES: LAW,
PRACTICE & PROCEDURE
By
Robert Vincent
Makaramba,
Judge (Retired)
CONTENT
Introduction
Basic Concepts
Before You File and
Probate Case Preparation
Commencing Probate
CONTENT
Part II: Practice and Procedure in
Courts
Applicable Laws and Courts’
Jurisdiction
Primary Courts
District Court
“District Delegate”
High Court
Judgment
Fellowship
(7+1) Tact
*
Part I:
Introduction: Concepts,
Applicable Laws &
Succession Regimes
INTRODUCTION AND BACKGROUND
INFORMATION
I. Facts:
II. Issues:
III. Law:
IV. Arguments:
V. Reasons for the decision:
CLASS ACTIVITY
viii) Non-citizen heirs could own land by
way of inheritance.
https://www.tra.go.tz/t
ax%20laws/Income%2
0Tax%20Act%20Revise
d%20Edition%202008.
"The earth belongs in usufruct to
the living; the dead have neither
powers nor rights over it." "If one
generation could bind another,
the dead and not the living would
rule.”
Thomas Jefferson
It is a pension paid to a
retired employee who has
The law of succession to
property upon death (testate
and intestate), tasks courts of
law with the inherently
difficult problem of trying to
figure out the wishes of the
dead, who continue to
dictate for us from the
grave long after they have
departed from this world,
Succession is the right a
person or people have to
receive a deceased’s
persons assets (also called
the estate) based on the legal
relationship between the
people (by birth – blood
relationship (nasab – children
and decedent’s relatives), or
The law of succession is
the system of rules that
governs who gets a
person’s property when
they die.
Any person born or
conceived prior to the
decedent’s death can be
successor.
But the law does not force
Succession to property after
the death of the estate
owner (de cujus) is
therefore the legal process
of passing the
deceased’s property
(estate) from one
generation (or, more
broadly, from one person) to
If for example, you own a
piece of land as a joint
tenant with another
person, say your
wife/husband, your interest
in that land will pass to the
surviving joint tenant
when you die.
It will not form part of
The decedent’s or de cujus
death is therefore a condition
precedent for applying for a
grant of probate (testate
succession) or of letters of
administration (intestate
succession).
It is a testamentary or
supplementary document that
amends an existing will,
but does not replace it.
“….letters of administration
entitle the administrator to
all rights belonging to
the deceased as if the
administration had been
In “probate practice”, legal
practitioners may have to deal
with systemic problems
includingthe following:
Be certain on the
procedure to be followed
when applying/petitioning
for a grant of representation;
Peruse the applicable laws and
case law, if any, on the subject
matter of your case.
Just Remember:
Will No Will
(Testate) (Intestate)
Competent
Court
If deceased professed
Christian religion – the Indian
Succession Act will apply -
If the gross value of estate
does not exceed one
hundred million shillings
(Tshs.100,000,000/=) –
District Court presided
over by District Delegate.
Section 6(1) of Cap.352 R.E.
2002].
See also The Written Laws
(Miscellaneous Amendments)
Act, 2020, No. 1 of 2020.
Assented to on 14th February,
2020]
Form No. I
Form No. II
Form No. III
Form No. IV
Form No. V
Form No. VI
iii) The Judicature and
Application of Laws Act
(JALA)- s.11(3) – courts “to
apply the customary law
prevailing within the area of
its local jurisdiction.”
“If there is more than one
such law, the law applicable
in the area in which the act,
The Magistrates' Courts
(Primary Courts) (Judgment of
Court) Rules, G.N. No. 2 of
1988.
https://
babel.hathitrust.org/cgi/pt?id=hvd.h
l68cf&view=1up&seq=303
https://
www.indiacode.nic.in/repealed-act/r
epealed_act_documents/A1865-10.p
See The Probate and Administration of Estates
Act, CAP 352 R.E. 2002 available at https://
rita.go.tz/eng/laws/probate%20act.pdf
(5) Appointment of an
(6)Within 4 months of
the grant, the
administrator must file
an inventory in court
Form No. V being a
complete statement of
all assets and liabilities
of the deceased
The requirement for the
administrator to file an inventory
is not discretionary, but a legal
duty.
"Marehemu pamoja na
kuishi muda wote huo lakini
hatukuwahi kufunga ndoa
yoyote ile si ya Kiislamu
wala kimila ila tulielewana
na tukaishi hadi umauti
The settled position under
Islamic law:
A “District Delegate” is a
“Resident Magistrate” appointed
As per the Written Laws
(Miscellaneous Amendments)
(2) Act, 2016, Act No. 4 of
2016 assented on 7th July 2016
Proceedings Subsequent to
Caveat [s.59] & s. 52(b) of
Cap. 352
Lodgment and Form of
Caveat:
In Re Ramadhani Mohamed
Kalingonji (dcd) and Kalingonji
Ramadhani Kalingonji (Petitioner),
Probate And Administration Cause
No. 1 of 2020 (HCT)(Tabora)
(unreported) Bahati J. (Ruling dated
15/12/2020)
“Having considered the above-cited
provisions of law, this case seems to be
controversial. I am of the considered view
that there is no need for opening a
separate file. That is, the same file
should be retained but the
subsequent proceedings therefrom
should proceed in a form that is as
nearly as may be the form of a suit.
The import of the cited provision of the
law is not to turn the whole matter into a
suit which commences with the filing of
pleadings, plaint, the written statement of
• See Professor (Mrs) Esther Mwaikambo
v. Davis J. Mwaikambo & 4 Others, Civil
appeal No. 52 of 1997 (CAT)(DSM)
(unreported).
If someone is challenging
the validity of a will then
he/she may apply for a
Caveat to be placed on the
estate which will prevent
the applicant from taking
out a Grant of Probate if he
“Formal validity” of a will
is determined on the basis
of the rules under which it
was made, namely:
i. Customary law
ii. Islamic law
iii. Indian Succession Act, 1865
iv. The Probate and
Administration of Estates
Wills of members of tribe
under Cap. 352 – by virtue of
order or direction under part IX
Section 89(1)(a)(i) “disposition
recognized as valid by such
customary law;”
(b) Disposition made in
accordance with the provisions
of the Indian Succession Act,
1865 relating to wills;
(c) Disposition recognized as
valid by Islamic law
Section 89(2): declaration of
validity by court
Section 89(3): original of will to
be preserved by court, copy to
be given to administrator of
the estate
Section 89(4): disposition of
oral will to be reduced to
writing, copy to administrator
Part IX: Estates
Administered in
Accordance with
Customary law, Custom
and Islamic Law
S.92(1): Application of the
act to PC subject to:
(a) Gazetted ministerial
order
i. Validity of a Will under
Customary Law
Under G.N. No. 436/1963 – a
will can be oral or written.
If oral will – it must be
witnessed by fur witnesses;
two clan members and two
non-clan members
See Deusdedit Kashanga v. Bi.
Baite Rwabigene (1967) HCD
Written will –
Must be witnessed by
witnesses who know how to
read and write – item 16 of GN
436/63.
Renunciation or
excommunication from religion
A Moslem who does not
want his/her estate to be
administered according to
Islamic principles should
expressly state so in the
will – see Naima Ibrahim
v. Isaya Tsakiris Civil
Appeal No. 119 of 2009
(CAT)(DSM) (unreported)
iii. Validity of a Will under the
Indian Succession Act, 1865
See Re the Estate of the Late Prof.
Hubert Clemence Mwombeki
Kairuki, Probate and Administration
Cause No.4 of 2005 (HCT)(DSM)
(unreported).
The deceased had two wills, one his
own will and the second joint will
between himself and his wife.
Application for Probate was denied
on ground that the photocopy of
the annexed will was defective; and
even if validly executed, it was bad
Problematic and contradictory
preambular statements:
“I hereby revoke all former wills an
codicils made by me and declare
that this is my last will made this
29th day of December 1998.”
was titled
“SUPPLEMNTARY WILL
(CODICIL).” The word
codicil was handwritten and
not typewritten like the resr
of the will.
Surrender of Revoked
Grants [s.51 of Cap. 352]
* Challenging the Validity of a
Will
Gibson Kabumbire v Rose Nestory
Kabumbire, Probate Appeal No.
12 of 2020 (HCT)(Mwanza)
(unreported)(F.K. Manyanda J.)
(13/08/2021).
Fraud involves:
- False statements of material
facts,
- Known to be false by the party,
- Made with the intention of
deceiving the testator,
- Who is actually deceived, and
- That cause the testator to act
Absence of mistakes
If a testator signs a document
purporting to be his will but it is
the wrong document; or
Making a Will
© Crown Copyright 2017
https://
s3-eu-west-2.amazonaws.com/lawcom-pr
od-storage-11jsxou24uy7q/uploads/2017/
07/Making-a-will-consultation.pdf
The Parker v Felgate
exception provides that a
will is valid if the will-
maker had testamentary
capacity when giving
instructions for the will,
even if he or she lacked
capacity at the time of
signing.
The Facts in Tociapski v
Tociapski
To dispose of movable
property, as he thinks fit, and
the powers of sale, mortgage,
leasing of and otherwise in
relation to immovable property
Section 107. Inventory and accounts by
executor or administrator
A Hypothetical case:
Inheritance is generally
considered to be separate (non-
marital) property in Tanzania
regardless of whether the
inheritance was received before or
during a marriage.
https://
www.law.georgetown.edu/wp-cont
ent/uploads/2020/07/Inheritance-
Law-in-Tanzania-The-Impoverishm
Wills, Estates and Succession:
A Modern Legal Framework -
A Report prepared for the British
Columbia Law Institute by the
Members of the Succession Law
Reform Project, BCLI Report No.
45, June 2006
https://
www.bcli.org/sites/default/files/Wi
lls_Estates_and_Succession_Repo
rt.pdf
Wills and the Legal Effects of
Changed Circumstances
ALBERTA LAW REFORM INSTITUTE
EDMONTON, ALBERTA, Final
Report No. 98, August 2010
https://
www.alri.ualberta.ca/wp-content/
uploads/2020/05/fr098.pdf
NATIONAL COMMITTEE FOR
UNIFORM SUCCESSION LAWS
Intestacy