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Inheritance laws

Equal Rights in Inheritance

  • Legislation should prohibit discrimination against women and girls in inheritance and explicitly allow females to inherit property and land on an equal basis with males. Laws governing lines of succession should ensure equality of rank between mothers and fathers, between brothers and sisters, between daughters and sons, and between spouses. Legislation should state that civil laws shall have supremacy over customary laws and practices that discriminate against women and girls.
Promising Practice: Mojekwu & others v. Ejikeme & others (5 NWLR 402, Nigerian Court of Appeal, December 9, 1999):  The two great grandsons and the granddaughter of Reuben Mojekus, who died intestate, appealed the ruling of a lower court in favor of five male members of Reuben’s brother’s family with regard to the inheritance of Reuben’s property. The litigation began with the appellants’ request for a restraining order against the respondents, who had trespassed by entering Reuben’s compound where the appellants were living. This case involved the practice of “Nnewi,” where a man dies without sons but has daughters. A daughter must remain unmarried and bear children who effectively become her dead father’s heirs to inherit and carry on the male lineage. The appellants claimed that Nnewi had been performed for Virginia, Reuben’s daughter and the appellants’ mother and grandmother, which entitled her and her children to inherit Reuben’s property.  The respondents, on the other hand, claimed that the custom of “Nnewi” had been performed for Reuben’s other daughter, Comfort, entitling her and her children to inherit the property, but since Comfort had died childless, Reuben is considered under customary law as having died without a surviving male heir, thereby causing the property to pass to Reuben’s brother or the brother’s male issue.  On appeal, none of these arguments, all of which were based on Nigerian customs, prevailed.  Finding that these customs were discriminatory against women and “repugnant to the principals of natural justice, equity and good sense,” the court concluded that the appellants, as Reuben’s blood relations, were entitled to inherit his estate and that it would be inequitable to throw them out of their home. While not explicitly stated, the court based its ruling on fundamental rights guaranteed to women under the Nigerian Constitution and an international convention to which Nigeria was a party.

Secular legislation

  • Legislation should enact an optional secular law governing personal matters, including marriage, divorce, dissolution of marriage, inheritance, children and family, that applies to people of any religious affiliation.
CASE STUDY: Lebanon recognizes and entrusts personal status matters to 18 different religious denominations. Consequently, each religious denomination operates independent of the state judiciary and uses its own courts, laws, and procedures on personal status for its members. The result is a fragmented framework of family law as regulated by each religious denomination, which tend to discriminate against women. See: CEDAW, Initial Report of Lebanon, 2004. Lebanon has attempted to codify inheritance in a secular law for non-Muslims. The succession law brings important legal reforms to previous Islamic law, such as the lack of differential treatment based on sex and granting larger portions of the estate to the surviving spouse. It does not, however, apply to Muslims, thereby leaving Muslim women subject to succession rules of Shari’a, which makes several distinctions based on sex. (See: Centre on Housing Rights and Evictions, In Search of Equality: A Survey of Law and Practice Related to Women’s Inheritance rights in the Middle East and North Africa (MENA) Region, 2006; Section on Family Law and Marriage Laws)

Equal shares between wife and husband in marriage 

  • Legislation should ensure that wives and husbands are entitled to inherit equal shares in a marriage.

CASE STUDY: Legislation should address discrimination against women and girls found in religious laws and ensure they may inherit equal portions to males. Iran’s legal system is based on Islamic principles, or the Ja’fari school of Shi’a Islam. Article 913 of the Civil Code governs inheritance between spouses in marriage. On its face, the provision discriminates against women by allocating them smaller shares than men. Where the wife dies, the husband may inherit: ¼ of her estate where she has surviving descendants; ½ if she has no surviving descendants, and; 100 percent of her estate if there are no other heirs. When the husband dies, the wife may inherit: 1/8 of his estate where he has surviving descendants; ¼ of his estate where he has no other heirs, and; where he has surviving multiple wives, a equally divided portion of the ¼ or 1/8 portion to be shared with other the wives.

Individuals in Iran have found creative ways to ensure their spouse can inherit as they desire. A testator can bestow a maximum of 1/3 of his or her estate, leaving the remainder to be divided among the heirs according to law. For example, a husband either purchases property under his wife’s name or transfers property titles to his wife’s name to ensure she can inherit more than 1/3 of his estate or the designated share under the Civil Code. Fathers have likewise used the same method to provide for their children. This enables the testator to determine how to designate his estate in spite of the law. (See: Centre on Housing Rights and Evictions, In Search of Equality: A Survey of Law and Practice Related to Women’s Inheritance rights in the Middle East and North Africa (MENA) Region, 2006)

Equal right to inherit all types of property

  • Legislation should ensure that wives and husbands are entitled to inherit equal kinds of property. For example, a legal system that states a husband may inherit the entirety of his wife’s estate, but she may only inherit moveable chattel and the cash value of buildings and trees on her husband’s estate constitutes discrimination against women and should be amended. Such laws discriminate against women in the short- and long-term: land and real property tends to increase in value, while moveable goods have a tendency to depreciate over time.

(See: Centre on Housing Rights and Evictions, In Search of Equality: A Survey of Law and Practice Related to Women’s Inheritance rights in the Middle East and North Africa (MENA) Region, 2006)

Promising Practice: South Africa: In marriages under the default full community or partial community property systems, the widow may inherit all of the joint marital property. The widow will inherit the entire estate if there are no children. Even if excluded from the spouse’s will, a widow may still seek maintenance.

CASE STUDY: Legislation should grant equal rights to daughters and sons to inherit irrespective of customary laws. The discriminatory Zimbabwean case of Magaya v. Magaya (1999), 3 LRC 35, 40 (Zimbabwe Supreme Court) addressed a daughter’s inheritance rights under the Administration of Estates Act 1997. Article 68 of the act states that the estate of deceased is to be administered according to customary law, which favors men over women. The Court examined the issue of discrimination against women where a man with two wives dies intestate, leaving a daughter by the first wife and sons by the second wife. In this appeal to the Supreme Court of Zimbabwe, the daughter of the first wife sought to overturn the decision of a magistrate that where there was a man of the family entitled to claim heirship, a woman of the family could not be the heir, under the customary law of Africa. The daughter based her challenge on international human rights agreements to which Zimbabwe was a party. The justices held that where the marriages were solemnized under customary law, the intestate laws under customary law apply. Noting that the Zimbabwe Constitution’s prohibition against discrimination did not include gender (Section 23, which also does not apply to adoption, marriage, divorce, burial, devolution of property on death or other matters of personal law), and that, in any event, the Constitution exempted customary laws regarding the devolution of property on death, the justices upheld the decision of the magistrate. The justices justified the decision in favor of the male heir, deeming that the daughter would not honor her obligation to care for her original family due to her commitment to her new family. The justices reasoned that women would be inclined to divert the property of her original family to the new family. The justices believed that sons, on the other hand, would be more likely and able to honor their obligations to both their original and new families. In concurring opinions, the justices found support in a number of analogous laws and cases, including the customary laws of the deceased's tribe, noting that when the marriages are under a tribe’s customary law, the customary laws of succession of that tribe control. This decision and its reasoning discriminate against women. Drafters should ensure that women are guaranteed equal inheritance rights with men.

Protecting Widows and Girls’ Rights in Testate Succession

  • Legislation should guarantee to both women and men, irrespective of marital status, the capacity to make a will. Drafters should develop guidelines on the forms and procedures of wills for establishing validity. Legislation should state that a benefactor may bestow by will any property to which he or she was entitled to at the time of death by law. Legislation should prohibit a married person from bequeathing the marital home to a person other than the spouse in the will if he or she is survived by the spouse. Legislation should clarify that a person may only bestow by will his or her own share in jointly held marital property.
  • Legislation should mandate that every will should provide maintenance for dependents, which includes surviving spouses.

Example: The Canadian HIV/AIDS Legal Network has developed guidelines on how to determine maintenance:

Article 46. Determination of maintenance
(1) The court shall make an order of maintenance to any and all dependents of the deceased who, in the court’s determination, require maintenance in order to satisfy their needs, notwithstanding the provisions of the will, if any.

(2) The court shall determine the nature and amount of maintenance payable to a dependent under this Section having regard to:

(a) the nature and quantity of the property representing the deceased’s estate;

(b) the responsibilities and needs which each of the dependents of the deceased has and is likely to have in the foreseeable future;

(c) the lifestyle, income, earning capacity, property and resources which each of the dependents of the deceased has and is likely to have in the foreseeable future; and

(d) the deceased’s reasons, so far as ascertainable, for not making adequate provision for a dependent.

(3) Where the dependent is a child, in determining the nature and amount of maintenance the court must have particular regard to:

(a) the financial, educational and developmental needs of the dependent, including but not limited to housing, water, electricity, food, clothing, transport, toiletries, child care services, education (including pre-school education) and medical services;
(b) the age of the dependent;

(c) the manner in which the dependent is being, and in which his or her parents reasonably expect him or her to be, educated or trained;

(d) any special needs of the dependent, including but not limited to needs arising from a disability or other special condition; and

(e) the direct and indirect costs incurred by the parent or guardian of the child in providing care for the dependent, including income and earning capacity forgone by the parent or guardian in providing that care.

(4) Where the dependent has a disability or disabilities, in determining the nature and amount of maintenance the court must have particular regard to:

(a) the extent of the disability;
(b) the life expectancy of the disability;
(c) the period that the dependent would in all likelihood require maintenance; and
(d) the costs of medical and other care incurred by the dependent or their parent or guardian as a result of the disability (Sections (3) and (4) are derived from Namibia, Maintenance Act of 2003, ss. 16(3) and (4))

(5) Where the estate is insufficient to satisfy the maintenance needs of all dependents, the court shall make equitable maintenance orders in accordance with available assets and the factors in Sections (2), (3) and (4).

(See: Canadian HIV/AIDS Legal Network, Respect, Protect and Fulfill: Legislation for Women’s Rights in the Context of HIV/AIDS, Vol. Two: Family and Property Issues, 2009)

Restrictions on Testamentary Freedoms

  • Drafters should also restrict testamentary freedoms to ensure spouses receive some part of their deceased spouse’s estate, which includes the marital home. Legislation should ensure that widows are entitled to an “equitable share in the inheritance of the property of her husband” and have the right to remain in the marital home. Protocol to the African Charter on Human and People’s Rights on the Rights of Women in Africa, Art. 21(1).
  • Legislation should prohibit testators from granting guardianship of children to someone other than the surviving spouse, and state that any testamentary provision that does so is null and void. Laws should state that widows automatically become the guardian of their children upon the death of their husband, unless the child’s best interests, as determined in accordance with law and procedures by a competent authority, dictate otherwise.

(See: COHRE, Women and Housing Rights Issue Brief 7, p. 8. See: Harmful Practices; UN-Habitat, Progress Report on Removing Discrimination against Women in Respect of Property & Inheritance Rights (2006))

 

Protecting Widows and Girls’ Rights in Intestacy

  • Inheritance laws should ensure equality between males and females’ right to inheritance in cases of intestacy. Laws governing intestate succession should automatically provide spouses a share of the estate, including a life interest and right to reside in the marital home. Some countries provide a succession order in intestate cases, placing widows as the first in line for succession. Legislation should provide widows with the full right to their own property. See: Section on Marital Property Systems. The Canadian HIV/AIDS Legal Network recommends two devolution options for surviving spouses in intestacy: 1) Granting the spouse a set preferential share, and 2) devolve the entire estate, if smaller than a certain value, upon (in order of succession) the surviving spouse and children, the deceased’s parents, and the next category of succession.

CASE STUDY: Drafters should repeal or amend any laws that terminate interests upon remarriage for the widow, but not the widower. For example, Kenya’s discriminatory Law of Succession Act provides that, in the case of intestacy, a surviving spouse gains an absolute interest in the deceased’s personal and household property and a life interest, which terminates upon remarriage (Articles 35, 36), the remaining estate. The life interest does not terminate for widowers upon remarriage. A widow who is forced to marry her husband’s relative could thus lose her life interest to her children. Under the law, both female and male children inherit from parents in equal shares in intestacy. In contrast, widowers do not lose their life estate interest upon remarriage. Furthermore, in intestacy, if the deceased is unmarried and has no children, the father is first in the line of succession, then followed by the mother. Furthermore, exceptions under the law further discriminate against women. The law does not apply to Muslims, and exceptions of farmland, crops, and livestock in certain districts result in the application of customary law to this property. Under Kenya’s patrilineal system, the estate goes to the deceased’s sons; where there are no sons, the deceased is treated as unmarried, thus excluding the widow in both cases. The problem is further exacerbated by Kenya’s Constitution, which makes an exception for its anti-discrimination clause in cases of adoption, marriage, divorce, inheritance, other personal matters and in customary law (Article 82). To protect widows’ rights under the Law of Succession Act, drafters should repeal: provisions that terminate widows’ inheritance upon remarriage, exceptions of land, crops and livestock under this law, provisions that exempt certain groups or religions from the law’s reach, and provisions that favor males over females in inheritance. 

See: Anna Knox, et al., Connecting Rights to Reality: A Progressive Framework of Core Legal Protections for Women’s Property Rights, ICRW; Human Rights Watch, Double Standards: Women’s Property Violations in Kenya, 2003; Rachel Rebouche, Labor, Land and Women’s Rights in Africa: Challenges for the New Protocol on the Rights of Women, 19 Harv. Hum. Rts. J. 235 (2006).

CASE STUDY: Drafters should repeal laws that discriminate against women in inheritance and violate their right to equal rights and responsibilities as a parent in matters regarding their children. Uganda’s discriminatory Succession Act diminishes widows’ inheritance and parental rights in contradiction of Article 33(6) of the 1995 Ugandan Constitution of which states, “Laws, cultures, customs or traditions which are against the dignity, welfare or interest of women or which undermine their status, are prohibited…” Constitution of the Republic of Uganda.

Under the Act, a male intestate’s principal residence is inherited by the intestate’s heir, designated as the nearest lineal relative – generally the eldest son.  Succession Act, § 26. Remaining property is divided among customary heirs, the wife or wives, dependent relatives and lineal descendants.  If all classes of heirs are present, the wife or wives receive fifteen percent of the estate while lineal descendants inherit 75 percent. Succession Act, § 27.

Although the nearest lineal relative inherits the primary residence, the widow(s) retains a right of occupancy, to which is tied a right to cultivate any normally cultivated land adjoining the residential holding. Succession Act, Seconde Schedule Rules 1-2. This right of occupancy is limited, however, and terminates upon a widow’s remarriage or her continuous absence from the premises for six months. Succession Act, Seconde Schedule Rules 8.  In practice, the right occupancy is often terminated based on mere suspicion that the widow is in a relationship; also, in-laws frequently intimidate a widow into leaving the land so as to activate the six-month continuous absence provision. Once the widow loses her right to occupancy, she also loses her right to farm the surrounding land.  

Further limitations terminate a widow’s right to occupancy by court order if it is found that “suitable alternative accommodation is available” under which terms the widow would not suffer hardship. Succession Act, Second Schedule, Rule 9(b). A court order terminating occupancy may also be brought if it is found the widow has not complied with the several provisions of Rule 7 of the Second Schedule, which require, among other things, that a widow keep the premises in good repair, farm all land usually farmed, and maintain the holding in the physical and legal state in which it was transferred.  Succession Act, Seconde Schedule Ruless 7, 9.

The laws also violate rights protecting the family and child. First, the act allows the husband to designate relatives other than the mother as the children’s guardians in his will. Succession Act, § 43  Second, the deceased’s relatives, including his parents, siblings, aunts and uncles, are entitled to guardianship of the children before the mother in cases of intestacy. The Act details who will be appointed guardian if a deceased father has not made a testamentary guardian appointment, notably excluding the mother as a preferred guardian. In order of preference, guardians are as follows:  (1) parents of the deceased; (2) siblings of the deceased; (3) paternal aunts and uncles of the deceased; (4) the mother’s brothers; and finally (5) the mother’s father.  Succession Act, § 44.

Read in conjunction with the above-mentioned inheritance provisions which allow for a father’s children to receive seventy-five percent of his estate, these custodial provisions create a significant incentive for the intestate’s relatives to act upon their right of guardianship. The Children Act provides an additional pathway by which relatives may gain custody by allowing the court to make guardianship appointments based upon a potential guardian’s ability to financially provide for the children. For widows who have lost their home and property through the succession law, it poses another challenge for a widow to prove her economic capacity.

Finally, the Succession Act grants the power of administration to that person who is entitled to the largest portion of the intestate’s estate. Succession Act, § 202. In most cases, this will be the oldest son as the closest male lineal relative. The administrator’s powers are substantial, as he is authorized to “dispose of the property of the deceased…as he or she may think fit,” though this discretion is subject to the provisions governing the rights of title and occupancy to residential holdings. Succession Act, § 270.

  • Moreover, a lack of enforcement and knowledge about the succession law results in the application of customary law by traditional leaders. Customary laws also discriminate against women, by regarding the woman and her children as property of the husband, subjecting her to widow inheritance, property grabbing and forced eviction, allowing polygamous practices that require her to share the estate with other wives, and designating the administrator and first successor as the nearest male heir.
  • Legislation should mandate that customary systems grant women equal inheritance rights with men and should state that conflicts between civil and customary or religious laws are to be resolved in a manner that promotes gender equality and respects widows’ rights. Drafters must provide for public awareness and outreach about these laws to communities and religious and traditional leaders to facilitate implementation. For example, Ghana has passed the Intestate Succession Law, providing the surviving spouse a larger share of the estate and rights in the other’s property in both statutory and customary marriages that are registered. Implementation has been challenging due to a conflict with traditional family structures, which does not view the widow as part of her husband’s family and therefore not entitled to a share in her husband’s estate. Outreach is a necessary component to facilitate effective implementation. (See: Elom Dovlo, International Law and Religion Symposium: Religion in the Public Sphere: Challenges and Opportunities in Ghanaian Lawmaking, 1989-2004, 2005 Brigham Young U. L. Rev. 629 (2005))  

 

Ensuring Effective Administration of Inheritance

  • Legislation should ensure that either women or men, irrespective of marital status, have standing to administer an estate. Laws should grant the surviving spouse the automatic right to administer the estate. Where the deceased is survived by multiple wives, laws should grant each wife the right to administer her separate marital home, household property within and surrounding residential land; the joint right to administer all other property of the deceased or to select or petition the authorities to designate another administer. The administrator should be empowered to administer and distribute the estate with the same rights over the property as the deceased would have if alive. Laws should charge the administrator with ensuring a final inventory of the deceased’s property is made and sworn to by two non-beneficiary witnesses, and to that end, meet with the surviving spouse and children, investigate title deeds and bank accounts, and consult with community leaders, employers, relatives and neighbors who may have knowledge of the deceased’s assets. (See: Canadian HIV/AIDS Legal Network, Respect, Protect and Fulfill: Legislation for Women’s Rights in the Context of HIV/AIDS, Vol. Two: Family and Property Issues, 2009)
  • Legislation should include public awareness programs aimed at educating traditional, religious and community leaders about widows’ human rights and the law, as well as rural and urban women and girls on their human rights, remedies and how to enforce them. Legislation should create and support enforcement mechanisms, such as a police unit, to facilitate women’s property and inheritance claims.
  • Laws should prohibit compelling an heir to hand over an inheritance share to another third party using force, coercion or fraud. Where a widow or heir chooses to give her share to a male member as a guarantee for their financial support, legislation should provide that a written contract stating the terms of agreement, amount and schedule of support to be provided by the male to the woman, and remedies for breach of contract, and bearing the signatures of both parties and a witness, is required for the validity of such transfer. Legislation should provide for free-of-charge legal aid to inform the woman or girl of her legal rights, the consequences of such a transfer, assist her in drafting the terms of the contract, and oversee its execution. Legislation should require responsible authorities overseeing such transactions to confirm identification and registration numbers before authorization.

Information Gathering and Monitoring

  • Legislation should require a comprehensive review of all formal and customary laws to ensure women’s have equal rights to housing, land and inheritance. Legal reviews should pay particular attention to achieving consistencies among and within laws. For example, drafters should ensure that statutory laws comply with and transpose constitutional provisions that protect the rights of widows.

CASE STUDY: Ghana’s Constitution provides for equality between spouses with regard to inheritance, access to joint marital property, and division of joint marital assets upon dissolution:

(1) A spouse shall not be deprived of a reasonable provision out of the estate of a spouse whether or not the spouse died having made a will.

(2) Parliament shall, as soon as practicable after the coming into force of this Constitution, enact legislation regulating the property rights of spouses.

(3) With a view to achieving the full realization of the rights referred to in clause (2) of this article-

(a) spouses shall have equal access to property jointly acquired during marriage;

(b) assets which are jointly acquired during marriage shall be distributed equitably between the spouses upon dissolution of the marriage. (Article 22).

Although Ghana’s Constitution prohibits discrimination based on several grounds, including gender, the same article provides an exception with regard to adoption, marriage, divorce, inheritance and “other matters of personal law” (stating that “[n]othing in this article shall prevent Parliament from enacting laws that are reasonably necessary to provide…for matters relating to adoption, marriage divorce, burial devolution of property on death or other matters of personal law”) (Article 17). Drafters should extend non-discrimination guarantees to all personal matters, including adoption, marriage, divorce, inheritance, where discrimination against women is often prevalent.

CASE STUDY: Drafters should adopt legislation to override judicial decisions that uphold discriminatory practices or interpret laws in a manner that discriminates against women and widows. In In the Estate of Agboruja (19 N.L.R. 38, Nigeria, 1949), the appellate court granted an application by an administrative official for a modification of an order of a lower court that had appointed the half brother of the deceased the legal guardian of the deceased’s young children. Under the customary laws of intestacy, the half brother had inherited the deceased’s property and had entered into a marriage by inheritance with the widow. The widow had left the half brother after a quarrel, taking along her children with the half brother’s consent.  The court granted the application to modify the order, thereby revoking the guardianship of the half brother in favor of the mother, but only on the condition that the mother would have the children educated in a Christian managed school.  Notwithstanding the decision in favor of the widow, the court affirmed the discriminatory custom of inheritance of widows, whereby the deceased’s widow and her children, along with other property, is inherited by the deceased’s next male relative, where the deceased and the heir are “pagans.” The Court stated that "there can be nothing intrinsically unfair or inequitable even in the inheritance of widows, where those who follow the custom are pagans and not Mohammedans or Christians. The custom is based on the economics of one kind of African social system, in which the family is regarded as a composite unit.”

The Nigerian Law Reform Commission, noting numerous calls by various interest groups for prohibition of the practice of widow inheritance, recommended in 2006 that the practice be discontinued altogether (regardless of whether the family involved was pagan or not), in light of significant changes in the social climate. At the same time, the Commission recommended several corresponding or supporting legal changes, including the following. 1) Requiring compulsory registration of marriage, to include confirmation of payment of a bride price and confirmation of voluntary consent to the marriage by both parties. 2) Grant of an automatic right of child custody to a widow. 3) Grant of an automatic status as heirs to the widow and children of a deceased man, except where he had given explicit indication of wishes to the contrary during his lifetime. On the other hand, the Commission recommended not changing the practice, customary in some communities, of allowing posthumous marriage, which serves the purpose of according full status to the children of the man and woman in communities where legitimacy of a person is determined solely by marriage between the parents and something had prevented the couple form carrying out their intent to marry. The Commission noted that although it did not believe this practice should qualify for registration of marriage, it should be left alone because it "affords enhanced protection to women and children and there is nothing in it to suggest that it could in itself be contrary to public policy or public morality." See: 2 Nigerian Law Reform Commission, Working Paper on the Reform of the Laws on Marriage (2006).  

Promising Practice: Uganda’s Succession Act, Cap. 162 Laws of Uganda. The Constitution Court has declared the following provisions of this law unconstitutional:

  • Art. 27: provides only for male intestacy
  • Art. 27: grants a widow 15% of an estate and a widower 100%
  • Rule 8(a) of Second Schedule to Succession Act: widow loses her right to live in the marital home upon re-marrying, while a widower loses his right upon death
  • Art. 43: the father may appoint a guardian even if the mother is still alive
  • Art. 2(n)(i) and Art. 44: Male lineage has precedence over the female lineage in selecting a guardian
  • Art. 14: Automatic acquisition of marital home to the wife but not the husband
  • Art. 15: Legal separation ends a wife’s acquired domicile

It will require Parliamentary action to amend the law and address the gaps created by this ruling. (See Dora Byamukama, Effectiveness of legislation enacted to address harmful practices against women in Uganda, including maltreatment of widows and female genital mutilation, 2009)

  • Legislation should require studies on inheritance and property laws and practices throughout the country to understand the nature and extent of discrimination against women and girls in inheritance and property rights. Legislation should establish and support monitoring mechanisms to evaluate implementation of these laws and women and girls’ inheritance and property claims.