HIGH COURT OF BOMBAY

Echjay Industries (P.)  Ltd.

v.

Echjay Forgings (P.) Ltd.

D.K. DESHMUKH AND J.H. BHATIA, JJ.

APPEAL NOS. 532 AND 662 OF 2001

COMPANY APPLICATION NO. 332 OF 1988

COMPANY PETITION NO. 271 OF 1985

October 16, 2007

 

 

Section 391 of the Companies Act, 1956 - Compromise and arrangement - Appellant - company, owned by ‘D’ family, besides other properties had factories named as ‘Kanjur division’ and ‘Rajkot division’ - Pursuant to a family arrangement it was decided to spin off ‘Kanjur division’ from appellant and to give control of same to ‘M’ group - Respondent-company came into existence as a result of that arrangement - Scheme of arrangement prepared for that purpose was sanctioned by Court - Prior to sanction of scheme, appellant had made a general reserve - II for Rs. 3.25 crore, allegedly, for purpose of meeting liability in respect of workers, who were terminated from ‘Kanjur division’ in 1973 and whose case was pending before Industrial Tribunal - In application for implementation of scheme respondent contended that when it had paid an amount of Rs. 23.47 lakhs from its own funds towards claim of workmen appellant had no right to retain the general reserve No. II and said reserve should have been transferred to it when ‘Kanjur division’ was spun off from appellant - Single Judge rejected respondent’s claim regarding transfer of said reserve, but directed appellant to pay amount of Rs. 23.47 lakhs to respondent - On appeal, appellant contended that amount paid by respondent to workers had actually been adjusted in differential which was required to be paid by ‘M’ group and after adjustment of tax benefits taken by respondent, amount of Rs. 8.68 lakhs net of tax was adjusted in differential - Respondent also filed appeal claiming amount of said reserve - Facts revealed that said reserve was created from profit of appellant-company as a whole and not out of profit exclusively of ‘Kanjur division’ and as said reserve was appropriation of profits, tax was levied thereon which was borne by appellant -Whether on facts, Single Judge was justified in holding that respondent could not claim whole amount of general reserve No. II - Held, yes - Whether, however, since on facts, it appeared that payment of Rs. 23.47 lakhs towards liability of erstwhile workers was infact adjusted by deduction of Rs. 8.68 lakhs net of tax from differentials and remaining amount was settled as respondent got rebate in the income-tax for payment of Rs. 23.47 lakhs towards workers liability, order of Single Judge could not be upheld in that respect - Held, yes

FACTS

The appellant-company was commenced and controlled by ‘D’ family. It had two factories named as ‘Kanjur division’ and ‘Rajkot division’ besides other business. After death of the karta of the family, disputes arose among five brothers and pursuant to a family arrangement, it was decided to spin off ‘Kanjur division’ from appellant and to give control of same to ‘M’ group.  The respondent-company came into existence as a result of that arrangement.  The scheme prepared to spin off ‘Kanjur Division’ was sanctioned by the Court by the order dated 3-9-1986. Prior to sanction of that scheme, services of 356 workmen of ‘Kanjur division’ were terminated and the workmen had filed cases before the Industrial Tribunal seeking reinstatement and backwages.  In December, 1980, the appellant-company was advised that the said cases were likely to be decided against it and, therefore, it should make provision to meet such liability.  The appellant, accordingly, had created general reserve - II of about Rs. 3.25 crores.  The respondent filed a company application for implementation of scheme in which it contended that the said reserve, which was specifically created for meeting liability towards the workmen who were terminated from the ‘Kanjur division’, should have been transferred to the respondent when ‘Kanjur division’ was spun off from the appellant but the appellant had failed to transfer same to it. The respondent also contended that it had paid an amount of Rs. 23.47 lakhs from its own funds towards the claim of workmen and, therefore, appellant had no right to retain the reserve. The respondent further contended that certain die-blocks and machines, which were transferred from ‘Kanjur division’ to ‘Rajkot division’, were never returned to ‘Kanjur division’.  Therefore, the respondent sought a direction to be issued to the appellant to transfer the amount of general reserve No. II to it as well as to hand over die-blocks and machinery, which were transferred to Rajkot division.  The Single Judge rejected both the claims of the respondent, but held that the liability to pay compensation to the workmen, who were terminated in 1973, was of the appellant and as no provision was made for payment of that amount to the respondent, the appellant was liable to pay the amount paid by the respondent to the workers, to the respondent.

While the respondent filed appeal contending that when the liability of making payment to the workers was fulfilled by it naturally it was also entitled to the General Reserve No. II, which was created as a provision to meet that liability. The appellant filed appeal against the holding of the Single Judge that it was liable to pay an amount of Rs. 23.47 lakhs to the respondent on account of payment of the compensation to the workers. The respondent contended that the amount of Rs. 23.47 lakhs was actually adjusted in the differential, which was required to be paid by ‘M’ Group and after adjustment of tax benefit taken by the respondent, amount of Rs. 8.68 lakhs net of tax was adjusted in the differential.

HELD

As per the family settlement, ‘M’ group was to take over individual control and management of Kanjur division, and two other units.  It was also provided that ‘M’ group would transfer their interest in the remaining units belonging to the family.  As there were five brothers, ‘M’ group was entitled to 20 per cent of the total value of the property and the interest belonging to ‘D’ family.  Admittedly, in the appellant, ‘D’ family had interest to the extent of 69.25 per cent, while outsiders had shares to the extent of 30.75 per cent  There was provision for computation of differential to be paid to ‘M’ group in case the property taken over by it would be more than its 20 per cent  share and vice versa if the property to be allotted to ‘M’ group would be less than its 20 per cent shares. [Para 9]

Before the scheme was sanctioned by the Court, the family had made a reference to chartered accountants to assess the value of Kanjur Division and to suggest the ratio of allotment of shares in the respondent in consideration of the shares held in appellant. The report of chartered accountants showed that general reserve No. II of the appellant was not taken into consideration for the purpose of making valuation of the assets of Kanjur division.  It was also material to note that there was nothing on record to show that general reserve No. II amounting to Rs. 3.25 crores was ever shown in the balance-sheet of Kanjur division. [Para 10]

It was material to note that while general reserve No. II for an amount of Rs. 2,20,00,000 was created by resolution passed by the board of directors on 3-7-1981 and additional amount of Rs. 37,00,000 was put in the said reserve on 20-7-1982.  Third addition of Rs. 68,54,732 was made in the said reserve by a resolution dated 28-6-1983 taking the total of general reserve No. II to the tune of Rs. 3,25,54,732.  Admittedly, on 10-1-1983, the settlement had taken place with the said workers and as per that settlement,  total amount to be paid to the workers was Rs. 23,47,000 and the payment of the said amount was actually made from 14-1-1983 to August, 1983.  If the total liability towards the workers was finally settled at Rs. 23,47,000 on 10-1-1983, there could be no reason or justification to make additional reserve of Rs. 68,54,732 on 28-6-1983 particularly when a huge amount of Rs. 2,57,00,000 was already in general Reserve No. II.  That clearly revealed that the general reserve No. II was not created to meet liability towards the workmen. [Para 11]

Amount of Rs. 3.25 crores was shown as reserve in the Balance-sheet of the appellant. The General Reserve No. II was created from the profits of the company as a whole, and not out of profits exclusively of the Kanjur Division. As the reserves were appropriations of profits to be placed alongwith the capital in the balance-sheet, it was not a provision for any anticipated liability. Therefore, that amount was also liable to payment of tax. Tax payable on the General Reserve No. II was borne and paid by the appellant. The question whether the appellant was liable to pay the tax on the accumulated reserves was taken to the Tribunal and the Tribunal, by its judgment, rejected the claim of the appellant that tax was not payable.  The Tribunal held that all the facts would indicate that the amount was infact appropriation out of the profits and it was never intended as provision for liability and was never utilized as such in subsequent years.  The Single Judge rightly noted that the excess of Rs. 3.25 crores over Rs. 23.47 lakhs would be a reserve and not a liability and, therefore, the respondent could not claim whole of the amount of said general reserve. [Para 12]

In the company petitions filed by both the parties, scheme was sanctioned by the Court on 3-9-1986. After that on 22-10-1986, the respondent forwarded a debit note with a covering letter to the appellant claiming the amount paid by it to the workers with interest at the rate of 15 per cent per annum. Said debit note included amount of Rs. 23.47 lakhs which was paid to the workers of the Kanjur division from the accounts of the Kanjur division. In that letter or debit note, there was no reference to the claim on the entire amount of general reserve being Rs. 3.25 crores. [Para 13]

Further  in a case filed against  company ‘E’, which was allotted to ‘M’ group under the family arrangement, a consent order was passed whereby the directors of the respondent agreed to pay an amount of Rs. 45.58 lakhs to the appellant.  That consent order was significant, because if the respondent was really entitled to claim amount of 3.25 crores under the general reserve No. II, it would not have agreed to pay amount of Rs. 45.58 lakhs to the appellant. [Para 14]

The Single Judge also noted that a letter dated 1-9-1987 was addressed by attorney of company ‘E’  about computation of differential, which was payable by the ‘M’ group.  The statement of attorney was accepted as per the admitted minutes of meeting.  There  also, there was no reference to the claim over the amount of Rs. 3.25 crores being general reserve No. II of the appellant. [Para 15]

The Single Judge had considered all those aspects and several other aspects minutely before coming to conclusion that the respondent had no right or claim over the general reserve No. II of Rs. 3.25 crores shown in the balance-sheet of appellant.  There was no valid reason to disagree with those findings. [Para 17]

So far as the liability to pay amount of Rs. 23.47 lakhs in respect of payments made to the workers was concerned, on careful perusal of the sub-clause b (i) of the sanctioned scheme, it was clear that the respondent had taken over responsibility only in respect of the employees of the Kanjur division, who were in service on the day immediately preceding the effective date, which was 31-12-1982.  Not only that, the second part of that clause provided a protection to such employees of continuation of service without any interruption and the guarantee that terms of their service would not be less favourable to them than the terms, which were applicable to them on the day immediately preceding the effective date.  Taking into consideration the second part of sub-clause b (i), there remained no doubt that the responsibility was only in respect of employees, who were in actual service because there could not be any protection of uninterrupted service and the guarantee against any terms of service less favourable than those which were applicable prior to the effective date in respect of the workers, who were not in the employment on the effective date.  Such guarantee could be given only to the employees, who were in actual employment on that day.  It was nobody’s case that 356 employees, whose claims were pending in the industrial disputes, were in the employment on the effective date or immediately preceding the effective date.    It was material to note that even though the effective date was 31-12-1982,  the scheme was sanctioned by the Court on 3-9-1986.  The dispute with those workmen was already settled on 10-1-1983 and the payment of their claims amounting to Rs. 23.47 lakhs was already paid by August, 1983.  Therefore, when the scheme was sanctioned, there was no reason to cover those employees.  If those employees would have been covered under the scheme, the valuation of Kanjur division would have certainly taken note of that liability but, admittedly, there was no reference of that liability in the valuation made by the chartered accountants in 1984.  Taking into consideration the terms of the scheme, there was no doubt that the respondent had not taken the responsibility of paying any compensation to the workmen, whose services were terminated in the year 1973 though they were the workers of Kanjur division.  Therefore, it was responsibility of the appellant. [Para 19]

The question whether the responsibility of the liability towards those workmen was taken over by the appellant or by the respondent infact, became immaterial because admittedly the payment of that liability was made from the account of the respondent during the year 1983 and, admittedly, no provision was made for that payment in the scheme nor it was provided for in the evaluation report of the Kanjur division.  Therefore, in either case after having made a payment of said Rs. 23.47 lakhs, the respondent would be entitled to be compensated for that amount by the appellant. [Para 20]

However so far as appellant’s contention that said amount had been adjusted in differential, which was required to be paid by ‘M’ Group was concerned, taking into consideration the rights and shares of ‘M’ Group in the whole property and the property actually received by the said group,  ‘M’ group was found liable to pay amount of Rs. 62.39 lakhs towards the differential.  There was no dispute that a meeting had taken place on 29-8-1984.  As per the minutes of the said meeting, ‘M’ group was to pay total amount of Rs. 119.20 lakhs, which included payment of Rs. 67 lakhs towards the outsiders towards their share in the fixed assets and the current assets.  As far as payment of differential to the group of remaining brothers was concerned, it showed that from the total amount of Rs. 62.39 lakhs, amount of Rs. 13.07 lakhs was agreed to be deducted and on two different counts, there was addition of 4.50 lakhs and 0.30 lakhs and thus, he was finally required to pay Rs. 54.20 lakhs to the remaining brothers.  In the minutes dated 29-8-1984, there were no details about those three items, i.e., one about deduction and two about additions. It was noted that ‘MG’, who was one of the remaining four brothers, who had taken over the appellant, explained that a meeting had taken place on 6-8-1984 and in the minutes of that meeting, details of deductions of Rs. 13.07 lakhs were given.  As the amount of Rs. 23.47 lakhs was paid to the workers, the respondent could claim tax benefit at the rate of 63 per cent, which was tax rate applicable during that period and the amount of Rs.8.68 lakhs net of tax was deducted from the total amount of Rs. 62.39 , being the differential payable by the ‘M’ group.  The deductions of Rs. 13.07 lakhs included deduction of Rs. 8.68 lakhs being net of tax towards the payment of liability towards the workers.  [Para 21]

However, the Single Judge held that evidence of ‘MG’ was not reliable, and since the original minutes of the meeting dated 6-8-1984 were not placed on record those minutes could not be taken into consideration.  With those observations, the Single Judge came to conclusion that the appellant had failed to prove that the amount of Rs. 23.47 lakhs was adjusted against the differential. [Para 22]

After careful scrutiny of the record, it was difficult to uphold the view taken by the Single Judge.  Admittedly, there was deduction of 13.07 lakhs from the differential of Rs. 62.39 lakhs which was required to be paid by ‘M’ group to the remaining brothers.  ‘MG’ explained what that deduction was, but there was no acceptable or plausible explanation from ‘M’ group about that deduction. ‘M’ group tried to contend that said differential was towards the depreciation of machinery.  That could not be accepted for the reason that valuation of the fixed assets, machinery, etc., was already made by chartered accountants and after that valuation, differential of Rs. 62.39 lakhs was found payable by ‘M’ group.  Taking into consideration those aspects, it appeared that payment of Rs. 23.47 lakhs towards the liability of erstwhile workers was infact adjusted by deduction of Rs. 8.68 lakhs net of tax from the differentials and the remaining amount was settled as the respondent got rebate in the income-tax for the payment of Rs. 23.47 lakhs towards the workers liability.  Taking into consideration overall view of the facts and circumstances, it was not possible to agree with the Single Judge on that count.  Said claim of the respondent was already satisfied in the differential payable by it to the appellant as per the minutes of the meeting dated 29-8-1984.  Therefore, the decree passed by the Single Judge in favour of the respondent in that respect would not be sustained. [Para 23]

Therefore, appeal filed by the respondent was liable to be dismissed, while the appeal filed by the appellant deserved to be allowed. [Para 25]