Case Law[2022] ZAGPJHC 699South Africa
Qhali N.O. and Others v Rikhotso and Another (2020/9629) [2022] ZAGPJHC 699 (16 September 2022)
High Court of South Africa (Gauteng Division, Johannesburg)
16 September 2022
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## Qhali N.O. and Others v Rikhotso and Another (2020/9629) [2022] ZAGPJHC 699 (16 September 2022)
Qhali N.O. and Others v Rikhotso and Another (2020/9629) [2022] ZAGPJHC 699 (16 September 2022)
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sino date 16 September 2022
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REPUBLIC
OF SOUTH AFRICA
IN
THE HIGH COURT OF SOUTH AFRICA
GAUTENG
DIVISION, JOHANESBURG
Case
No: 2020/9629
REPORTABLE:
NO
OF
INTEREST TO OTHER JUDGES: NO
REVISED.
16
September 2022
In
the matter between:
QHALI,
MARTINS MONYANE
N.O.
First Plaintiff
MALEVU,
PECULIA
LORENCIA
Second Plaintiff
RIKHOTSO,
LOCRACIA
Third Plaintiff
RIKHOTSO,
MOSES
Fourth Plaintiff
RIKHOTSO,
BEVERLEY
Fifth Plaintiff
TLALA,
AVID MABULANE
Sixth Plaintiff
MALEVU,
KHETHELO
Seventh Plaintiff
MALEVU,
SISEKELO
Eighth Plaintiff
THANGO,
BONGA
Ninth Plaintiff
RIKHOTSO,
SHILUVA
Tenth Plaintiff
RIKHOTSO,
VICTORIA
Eleventh Plaintiff
And
RIKHOTSO,
MARGARET
First Defendant
THE
MASTER OF THE HIGH COURT,
JOHANNESBURG
Second Defendant
JUDGMENT
SK
Hassim AJ
Introduction
[1]
Section 2(3) of the Wills Act, Act No 7 of 1953
(“
the Wills Act
”)
empowers a court to order the Master of the High Court (“
the
Master
”) to accept a document
drafted or executed by a deceased person as a will for purposes of
the Administration of Deceased
Estates Act, Act No 66 of 1965
notwithstanding that the document does not comply with the
formalities in section 2(1) of the Wills
Act. The plaintiffs brought
such an application. The application was allocated for hearing before
me in the opposed motion court.
The parties agreed to the application
being referred to trial. Pleadings were exchanged and the trial
commenced. The document
in casu
is a diary, or more accurately a journal. The parties are identified
by their citation in the action.
[2]
The first plaintiff (“
the
executor
”) is the executor of
the estate of the late Patience Rikhotso (“
the
deceased
”). The second to
eleventh plaintiffs are relatives of the deceased, save for the
fourth plaintiff who is her fiancé
and with whom she lived.
[3]
The first defendant is the deceased’s
biological mother (“
the
deceased’s mother
” or
“
the defendant
”).
She was the first respondent in the application and is the first
defendant in the action. She opposed the application
and defends this
action. The Master is the second defendant. The Master did not oppose
the application nor defend the action.
[4]
The
d
eceased
died on 7 October 2016 without leaving a will which complied with the
formalities prescribed in section 2(1) of the Wills
Act. The
plaintiffs allege that the instructions on how the deceased’s
estate must be disposed of are contained in a journal
belonging to
her and written in her hand (“
the
Journal
”).
[5]
The
Master rejected the Journal as the deceased’s will on the basis
that it did not comply with the formalities regarding
the execution
of wills prescribed in section 2(1) of the Wills Act. Accordingly, on
or about 23 March 2020, the plaintiffs (as
applicants) applied for
the order
[1]
contemplated in
section 2(3) of the Wills Act.
[6]
Some of the plaintiffs are identified in the
Journal as the beneficiaries of the deceased’s estate, the
deceased’s mother,
the defendant is not.
The
relationship between the parties and the deceased
[7]
The
second plaintiff (“
Peculia
”
)
(also known as Pecu and referred to as such in the Journal) and the
deceased were maternal cousins
[2]
.
The third plaintiff and the deceased were also cousins. The fourth
plaintiff (“
Moses”)
and
the fifth plaintiff (“
Beverley
”
)
are the defendant’s biological sons and therefore the
deceased’s half-brothers.
[3]
The sixth plaintiff is her fiancé. The seventh, ninth, tenth
and eleventh plaintiffs are her nieces, and the eighth plaintiff
is
her nephew. According to the plaintiffs, the deceased had a close
relationship with these relatives and her fiancé with
whom she
lived. The plaintiffs allege that the deceased had a bitter
relationship with her mother. Much time was taken up by both
parties
either to prove or disprove this. In the final analysis, the
relationship between the deceased and the defendant is of
no moment.
The
application referred to trial
[8]
In the answering affidavit,
the defendant, amongst other things, denied that the Journal belonged
to her daughter or that she “
wrote
the document/dairy [sic] sought to be the last Will and Testament of
[her daughter]
.”
She alleged that even if the Journal was written by the deceased,
pages had been torn from it. And what was attached to
the founding
affidavit is a “
selected
extract and [did] not give a total view of the intention of the diary
and its recorded content
.”
[9]
She furthermore alleged that
even if the Journal had been written by the deceased, a reading of
the selected pages extracted from
the Journal show that the Journal
was not intended by the deceased to be her will as envisaged in
section 2 (3) of the Wills Act.
“[
A
]
t
best [it] may have only been a recordal of testamentary intentions
,”
and the deceased did not intend the writing to constitute her last
will and testament. The defendant additionally alleged
that (i) she
and the deceased “
regularly
spoke about [the deceased’s] future plans to build outside
rooms at her Windmill Park residence and have [the defendant]
as the
beneficiary of the income when [the defendant] retired
.”
She suggested that the Journal was a forgery because (i) the deceased
was in a lot of pain in her last days and was taking
strong
medication to manage it; (ii) the deceased did not have the strength
to write in her Journal in the week preceding her death
; (iii) the
clarity of the deceased’s mind was affected; (iv) if the
Journal was written by the deceased, she was coerced
into doing so by
the second to eleventh plaintiffs.
[10]
Not surprisingly a dispute
of fact arose on the papers. Amongst others, and in addition to the
allegations I have identified above,
the defendant alleged in her
answering affidavit that the executor had shown the Journal to her at
a meeting. She noticed at the
time that pages had been “
ripped
”
[sic]from it.
[11]
The application came before
me and stood down. The parties agreed to refer the matter to trial.
The Journal was not in the possession
of the plaintiffs or under
their control. It had been lodged with the Master and remained there.
Because the Journal was central
to the dispute and the parties
(especially the defendant and her legal representatives) were
entitled to inspect the Journal, and
I wanted to be satisfied that
the allegation that pages had been removed from the Journal was true
(or untrue), I requested the
Master to bring the Journal to court.
[12]
I inspected the Journal in
chambers on 9 June 2021 in the presence of an official in the
Master’s office and the parties’
legal representatives.
Thereafter the parties did so separately and perhaps jointly as well.
The defendant’s legal representatives
were satisfied, as was I,
that there were no visible signs of pages having been removed from
the Journal nor of the Journal being
tampered with.
[13]
The Journal was written
partly in English and partly in Xitshonga. The Xitshonga portions
were translated at my request by a translator
who filed an affidavit.
The Journal was smaller than an A4 sized sheet of paper. It was more
likely the size of an A5 sheet.
[14]
A number of pages in the
Journal bear a signature, in most instances on the top of the page
and often close to where the date and
time of the entry is recorded
by the author. For sake of completeness, I point out that a full
signature was not appended, just
initials. Notwithstanding this the
witnesses referred to it as a signature. I will refer to it as such
when discussing the evidence.
The deceased’s name is written in
the front of the Journal.
[15]
On the first day of the
hearing I requested a colour photocopy of the entire Journal,
including the front and back covers (as well
as the inside of the
covers). The Journal was copied such that the left page and the right
page of the Journal appeared on a single
A4 size sheet alongside each
other.
[16]
The resulting bundle of
documents was introduced into evidence as Exhibit “A.” I
directed during the hearing that the
pages should be marked
sequentially and that the page on the left side of the Journal be
marked with a sequential number to which
the letter “a”
was added. And the page on the right side of the Journal marked with
the same sequential letter but
with the letter “b” added
thereto.
[17]
The defendant’s
counsel recorded shortly after the trial commenced that there was no
dispute that (i) the pages of the Journal
attached to the founding
affidavit were copies of the Journal; (ii) the copies are true
copies; and (iii) the journal was lodged
with the Master as being the
deceased will and, was rejected by the Master.
The
action
[18]
In
her plea
[4]
the defendant denied
that (i) the fourth and fifth defendants were her children. She
pleaded that the deceased had only one biological
brother who died in
2011; (ii) the Journal was written by the deceased or that the
signatures therein were those of the deceased;
(ii) all the pages in
the Journal were in the same handwriting and averred that even if the
Journal was written by the deceased
that it was not intended to be
her will.
[19]
The plaintiffs led evidence
to show that the defendant and the deceased were not on good terms.
This in an effort to demonstrate
that the diary was drafted by the
deceased and that the deceased intended to exclude her mother from
sharing in the estate because
they were not on good terms. And that
the recordal of this intention in the Journal proves that the Journal
was drafted by the
deceased. To meet this, the defendant insisted
that she and her daughter were on good terms. This to show that there
was therefore
no reason for her daughter to want to disinherit her
and the will could not have been drafted by the deceased.
[20]
During her evidence, the
defendant conceded that the Journal was written by the deceased and
the signatures in the Journal were
those of the deceased. It became
irrelevant to show that the deceased intended to disinherit her
mother because of the poor relationship
and that this record in the
Journal proved that the Journal was written by the deceased. In the
result it became irrelevant whether
the deceased had a good
relationship with the defendant or not. Consequently I do not intend
to narrate the evidence in this regard
in detail.
[21]
For the reasons set out
hereunder I am satisfied that the Journal was drafted by the deceased
The
issues
[22]
The
party who seeks in terms of section 2(3) of the Wills Act to have a
document accepted as a will carries the burden to prove
on a balance
of probabilities
[5]
that:
(a)
The document was
drafted by the deceased;
(b)
The deceased died
since drafting the document; and
(c)
The document was
intended by the deceased to be his/her will.
[23]
Once
these requirements are established, on a balance of probabilities,
the court does not have a discretion whether to direct the
Master to
accept the document as a deceased person’s will; it must so
direct.
[6]
[24]
The second requirement is
satisfied in this case. Accordingly, the issues which I must consider
are whether:
(a)
The
Journal was drafted by the deceased personally,
[7]
in other words created
[8]
by
her. If she had written it, then she was the person who created it
and the Journal was drafted by her; and
(b)
The deceased intended
the Journal to be her will.
[25]
Whether pages had been
removed from the Journal was resolved when the diary was inspected. I
refer in this regard to paragraph [12]
above.
The
circumstances surrounding the Journal
[26]
To
determine whether the Journal was drafted by the deceased and whether
the deceased intended the Journal to be her will, the Journal
must be
examined, and it must be examined in the context of the surrounding
circumstances.
[9]
[27]
It is common cause on the
evidence that the deceased was diagnosed with cancer in March 2016,
and she was hospitalized on two occasions.
The first, over the period
March-July 2016. She was admitted during September 2016 for the
second time and died in hospital on
7 October 2016.
[28]
The plaintiffs called three
witnesses in support of their case.
(i)
The evidence of
the first plaintiff
[29]
The executor testified how
and when he came to meet Beverley, Moses and Peculia and the
deceased’s fiancé. These plaintiffs
were preparing to
travel to Tzaneen to bury the deceased and needed to access cash for
her conveyance to Tzaneen, as well as for
the funeral expenses. They
presented the Journal to the executor to show that the deceased had
entrusted Peculia to deal with her
estate. This was the first time
that the executor saw the Journal. The executor facilitated the
issuing of letters of administration
which enabled these plaintiffs
to pay the funeral expenses.
[30]
Subsequent thereto, and on
27 July 2017, the Master issued letters of executorship to the
plaintiff. The executor met with the third
and fourth plaintiffs as
well as the defendant. When the executor told her that she had been
disinherited, the defendant retorted
that the deceased must have been
influenced by Peculia who was the “
ring-leader
”
in the quest to
disinherit her.
(ii)
The evidence of
Beverley Rikhotso, the fourth plaintiff
[31]
Beverley’s testimony
commenced to disprove the allegation that he was not the defendant’s
son. While this evidence was
being led, the defendant’s counsel
interjected to place on record that the defendant does not dispute
that Moses, Beverley
and the deceased are her biological children.
[32]
The deceased had lived with
Beverley when she attended the Central Johannesburg College (“JCC”)
in 2005-2006.
[33]
Moses,
Beverley and the deceased were raised by their maternal grandmother
because the defendant was employed a distance from where
they
lived.
[10]
She sent money for
their food.
[34]
Beverley testified that as
the brothers grew up their relationship with the defendant had also
become distant.
[35]
The relationship between the
defendant and the deceased soured when the deceased began dating. The
deceased asked the defendant
to sign a suretyship for college fees.
The defendant refused and told the deceased to “
go
and get it from the boyfriend
.”
As a result Beverley and Peculia paid for the deceased’s
studies.
[36]
Over time the defendant and
the deceased became distant. The deceased told Beverley that their
mother had said to her that she (the
deceased) and he (Beverley)
“
think
that [they] are bette
r”
and that for as long as the defendant lived neither of them would
have progeny.
[37]
Whilst the deceased was
hospitalized Beverley visited her two to three times per week. He
also visited on weekends. Collectively
over the two periods of
hospitalization he visited the deceased more than ten (10) times. The
deceased’s regular visitors
were Robert Rikhotso (the
defendant’s brother), Salome Rikhotso (the defendant’s
sister and Peculia’s biological
mother), Peculia, Zanele,
Violet, and David Tlale, the deceased’s fiancé. The
named female relatives bathed the deceased
in hospital and if they
were not able to do so, her uncle did. The named relatives took food
to the deceased in hospital. He never
saw the defendant during any of
his visits to the deceased. He was the last person to have visited
the deceased before her death.
[38]
He identified the Journal as
the
“
diary”
which
he
always saw on the table to the side of the deceased’s hospital
bed. He took particular note of it in the last week of the
deceased’s
life. After the deceased passed away, he, Moses, and Peculia
collected the deceased’s belongings, which
included the
Journal, from the hospital. Peculia kept these with her.
[39]
He
identified exhibit “B3” as a copy of the deceased’s
smart identity document
[11]
(“
Smart
ID
”
)
and identified the signature thereon as that of the deceased. He was
asked to compare the signature on the Smart ID against the
signature
on one of the pages of the Journal.
[12]
With reference to the form and placement of the letters in the
signature, he concluded that the signature on the page from the
Journal resembled the signature on the Smart ID.
[40]
In cross examination he
readily conceded that while he had seen the Journal at the hospital,
he had not seen the deceased write
therein. In re-examination he was
asked whether the Journal was what he saw in the hospital. He
confirmed that it was. It was not
put to the witness that the Journal
was not the deceased’s Journal. Nor was it put to him that the
journal/diary which he
saw at the hospital was or may have been
something other than the Journal.
(iii)
The evidence of
Peculia Malevu, the second plaintiff
[41]
The deceased and Peculia
were raised in the same house and attended the same primary and high
schools. They wore the same clothes
and were always in each other’s
company. Their teachers did not know they were cousins. The witness
was called “Pecu”
and the deceased “Pershey.”
The deceased attended a college in Pretoria as well as a college in
Johannesburg. Peculia
helped to pay the deceased’s college
fees.
[42]
The deceased too assisted
Peculia financially. She bought clothes for her children and paid for
petrol when Peculia and her husband
were estranged. The deceased
loved Peculia’s children dearly. She spoilt them and bought
them designer clothing, deaf to
Peculia’s protestations. She
checked in on Peculia’s children daily and her visits to
Peculia were regular.
[43]
The deceased was not able to
conceive a child. Her last pregnancy was ectopic. She was advised
amongst others to consider surrogacy.
Peculia and the deceased agreed
to Peculia being the surrogate.
[44]
Peculia recalled an incident
when she accompanied the deceased to visit the defendant with a view
to obtaining financial assistance
from her for her studies. The visit
became unpleasant. The defendant claimed that the deceased had too
many boyfriends and that
she should be asking them for money. Both
the defendant and the deceased were abusive and insulting towards the
other.
[45]
When
in 2015 the deceased suffered a miscarriage three months into a
pregnancy, she did not want the defendant to know about the
tragedy
because she did not want the defendant to celebrate the loss. She
expected the defendant to say “I told you so.”
This
corroborates what Beverley testified the defendant had said about him
and the deceased having progeny.
[13]
The deceased did not want the defendant to nurse her even though she
needed care. She opted to have her aunt, Salome care for her.
According to Peculia the defendant was not aware of the deceased’s
pregnancy nor of the subsequent miscarriage.
[46]
Peculia visited the deceased
in hospital every alternate day. She arranged her work day by
starting early in the morning so that
she could travel from her place
of employment in Sunninghill to Baragwanath hospital (the former name
of the Chris Hani hospital)
in Soweto. She corroborated Beverley’s
evidence that Beverley, Robert, Salome, Zanele, Violet and David
visited the deceased
regularly. Even though Moses stayed in Tzaneen,
he visited whenever he could and visited more than the defendant did.
[47]
She only saw the defendant
visit the deceased once. She was told that there was one other when
she was not at the hospital. These
visits by the defendant were over
the period March-July 2016.
[48]
The deceased’s
relatives bathed her at the hospital daily. The deceased expressed a
wish to have her mother bathe her.
[49]
After the deceased was
discharged from hospital after the first hospitalization, she stayed
with Salome together with Peculia’s
biological sister Locacia
(aka Zanele) and their cousin Violet Rikhotso. They took care of the
deceased. Peculia visited the deceased
once a week. The deceased had
conveyed to Peculia what happened during a visit by the defendant.
The defendant told the deceased
that she was going to die during year
and that she would never have children. The visit had upset the
deceased. She phoned Peculia
crying uncontrollably. Shortly after the
visit the deceased was readmitted to hospital.
[50]
Towards the end of September
2016, the deceased wanted to have a discussion with Peculia because
she said she was not going to live
and mentioned that she wanted some
of her belongings to go to the children. Peculia avoided the
discussion.
[51]
Peculia recognised exhibit
“A” as the Journal in which the deceased wrote while in
hospital. During the last week of
her life the deceased showed the
Journal to Peculia and told her that she was “
writing
everything down
.”
[52]
Because Peculia was
reflected as the deceased’s next of kin on the hospital records
she received a call from the hospital
informing her that the deceased
had passed away. She went to the hospital and found the deceased on
the bed. She amongst others
removed the deceased’s jewelry and
collected the deceased’s belongings, such as her night clothes,
food containers
as well as the Journal.
[53]
She testified that she is
able to recognise the deceased’s handwriting. Her earliest
memory of the deceased’s handwriting
was when the deceased was
in primary school. She recounted an anecdote about how bad her own
handwriting was and that even though
she was two years ahead of the
deceased at school, the deceased’s handwriting was neater than
her own. Peculia had bragged
about the deceased’s neat
handwriting and teased her that she had “
a
model C handwriting
.”
She said she was therefore able to recognise the deceased’s
handwriting even if woken up from her sleep.
[54]
She described and pointed
out a peculiar characteristic in the deceased’s formation of
the capital letters “P”
and “R.”
[55]
When the deceased relocated
from Mossel Bay, where she had worked for Afrox for a few years, to
Johannesburg she left documents
such as correspondence, work books
and notebooks at Peculia's house. When the dispute as to the
authenticity of the Journal arose,
she searched for books and
documents at her house which the deceased had left. She found a
notebook/workbook which the deceased
maintained when she worked at
Afrox. I will refer to this book as “
the
workbook
.”
This was not the only documents in the deceased’s handwriting
which Peculia found. The workbook was introduced into
evidence as
exhibit “B.”
[56]
She
identified some distinctive features in the deceased’s
handwriting in the workbook.
[14]
[57]
The workbook contained
amongst others personal information concerning the deceased’s
attempts to conceive a child, such as
the names and contact telephone
numbers of doctors. The deceased had discussed her inability to fall
pregnant with Peculia.
[58]
She identified the signature
on the Smart ID as that of the deceased.
[59]
In
the Journal too she identified some distinctive features of the
deceased’s handwriting.
[15]
[60]
Peculia was taken through
several pages of the Journal and the contents thereof. She identified
the handwriting and signatures in
the Journal as those of the
deceased.
[61]
The witness was taken to an
entry in the Journal on 3 October 2016 at 5h25 which reads:
“
sister
I cant [sic] sleep, if I think about you…
The
[sic] is no life without Pecuna Pershy”
[62]
She was asked in her
examination in chief what “
Pecuna
Pershey
”
referred
to. She responded that because she and the deceased had grown up
together their separate names were conjoined, and they
were referred
to by the conjoined name. She said they “
were
even punished as ‘Pecu Pershey’
”
.
Peculia continued to say that two days before the deceased’s
death, the deceased informed her and other members of the family
that
her organs were failing. The witness encouragingly said to the
deceased that “
there
can’t be a Pecu without a Pershey
.”
[63]
Under cross examination the
witness conceded that the deceased did not show the contents of the
Journal to her. However, the Journal
was always with the deceased and
she opened the deceased’s Journal after her death. She also
said that at some point she
saw the deceased writing in the Journal
and added that she did not “
peep
into private information
.”
According to her, considering that the Journal was always next to the
deceased’s bed, no one else could have written
in it.
[64]
Much of Beverley’s and
Peculia’s cross examination was focused on the deceased’s
relationship with the defendant
for instance (i) whether the
defendant paid towards the deceased’s tertiary education; (ii)
the number of occasions the defendant
visited the deceased in
hospital; (iii) whether the defendant visited the deceased during the
second hospitalization; (iii) that
after the deceased had been
discharged, after her first hospitalization the defendant
went
to Salome’s house to visit the deceased, and took food along
with her for the deceased.
[65]
Peculia, was also cross examined on her knowledge
of the deceased’s efforts at seeking treatment for infertility.
[66]
What was neither put nor suggested to Beverley or
Peculia was that the Journal was a forgery or that the scribe was
someone other
than the deceased.
(iv)
The evidence of
Moses Rikhotso, the fourth plaintiff
[67]
The plaintiffs’ last
witness was the deceased’s brother, Moses Rikhotso who resides
in Tzaneen.
[68]
He testified that he had a
good relationship with the defendant when he was growing up. This
endured until he was in standard 8
or standard 10. After this the
defendant started fighting with him. It seems to me that the
defendant, who has throughout her life
been a domestic worker, was
not able to afford things the witness wanted. He said that he did not
take umbrage because he understood
that she was a domestic worker.
[69]
Moses had lived on a
property owned by the defendant in Tzaneen. The defendant agreed to
him improving the property and he did so.
However there was discord
thereafter seemingly because the defendant asked him to leave the
property and did not want to compensate
him for the improvements.
[70]
Moses and his mother appear
to have mended the relationship. He said he confronted his mother
about denying his parentage, but she
denied that she had done so.
[71]
Moses confirmed that the
deceased and the defendant had a strained relationship. He said that
they were fighting. He added that
the defendant can sometimes be good
and sometimes not. He said he does not know what her problem is. He
conceded in cross examination
that there were occasions when the
deceased told him that things were “okay” between her and
the defendant. Later he
said that their relationship was on and off,
but there were good times.
[72]
He visited the deceased
thrice during her first hospitalization. He did not see the defendant
when he visited. He knew she was at
work.
[73]
He stayed for three days
after the deceased was hospitalised for the second time. He and
Beverley were the only ones at the hospital
during those three days.
[74]
He recognised the
handwriting in the Journal as that of the deceased. He testified that
he was able to do so because he had helped
her write her homework.
She had also filled in forms for him for a certificate for which he
was applying.
[75]
He testified that he had
seen the deceased’s Journal under her pillow on the hospital
bed a day before she died. He next saw
the Journal at his uncle’s
house in Soweto when it was shown to him by either Peculia or Violet.
He looked at the first and
second page and saw the deceased’s
handwriting.
[76]
It was put to Moses that the
defendant denies that the Journal belonged to the deceased and that
the signatures therein are the
deceased’s signatures. Moses
denied that this was correct and said that he was familiar with the
deceased’s signature
because when he was attending to the
transfer of a vehicle on the deceased’s behalf, he saw forms
which were signed by her.
The
evidence of Margaret Rikhoto, the second defendant
[77]
The defendant testified that
she was a domestic worker since 1982 and has been the sole
breadwinner. She sent money to her children
every month while they
were at school. She continued to give money to the deceased for food,
clothes and feminine hygiene products
after the age of 18. She and
the deceased’s father had also sent her money after she had
finished school.
[78]
The defendant denied that
she and the deceased fought or had disagreements. (This version had
not been put to any of the plaintiffs’
witnesses). The only
problem she had with the deceased was that the deceased was staying
with a boyfriend whilst she was still
at school. The defendant said
that she did not know why the deceased was with a boyfriend if she
was still at school. She and the
deceased however sat down and
discussed this in 1996.
[79]
She testified that Beverley,
Moses and the deceased were disrespectful towards her and called her
names. For this reason, the relationship
with her sons was strained.
When probed in chief how her relationship with the deceased could
have been good if the latter had
insulted her, the defendant
responded that it was because she was the parent, and the deceased
was a child. She said that at the
time of the deceased’s death
they had a good relationship. She mentioned that in December 2014 the
deceased took her to see
her new home.
[80]
As far as her visits to the
deceased in hospital were concerned, she visited the deceased every
month from March to August, save
for September when she was ill. She
visited the deceased during the week as well as on Saturdays and
Sundays. Salome, Zanele and
Violet were always there when she
visited. Peculia on the other hand was not always there.
[81]
The defendant conceded that
p. 3 of exhibit “B” was a photo copy of the deceased’s
Smart ID. She said she had
never seen the workbook (exhibit “B”-pp
5-44) and could not say whether it belonged to the deceased or not.
She denied
that the first and second pages of the workbook were in
the deceased’s handwriting because the handwriting “
did
not appear to be the handwriting”
she
knew.
[82]
Exhibit “C”
which was introduced into evidence by the defendant is a photo copy
of (i) a student card (or library card)
bearing a photograph which
UNISA issued to Miss P Rikhotso on 1 December 2020; and (ii) a page
from a notebook (or perhaps a diary
or journal) which is smaller in
size than an A4 size page. At the bottom of the page from the
notebook the following is written
in hand on pre-printed lines:
“
Patience
Rikhotso Tel [....]
Acc
[....] 1. Tel [....]
Branch
2749
[writing obliterated by scratching with pen on written words]
Tzaneen
[writing obliterated by scratching with pen on written words]
Standard
Bank”
[83]
The defendant identified the
handwriting on the page from the notebook as the deceased’s
handwriting when she was at school.
She referred to the pre-printed
lines as a “form” filled in by the deceased with her
banking details by her and handed
to the defendant. (This was not put
to any of the plaintiffs’ witnesses)
[84]
In
her examination in chief she conceded that pages 4(a), 4(b) and 6(a)
and 6(b) (of Exhibit A) were written by the deceased and
were her
wishes on the distribution of her assets on her death.
[16]
Under cross examination she conceded that she had had an opportunity
to look through Exhibit A (a copy of all the pages in the
Journal)
and that the handwriting was the deceased’s handwriting.
[85]
She said the deceased signed
her name as depicted on the student card (Exhibit “C”). I
understood her testimony to be
that the signature on the student card
was authentic and because the signatures in the Journal differed from
the signature on the
student card, she doubted the authenticity of
the signatures in the Journal. (This version too was not put to the
plaintiffs’
witnesses).
[86]
The defendant however
conceded that the signature on the “student card” looked
different from the signature on the copy
of the deceased’s
Smart ID (Exhibit “B” at p.3) and further conceded that
Smart ID was a more recent sample of
the deceased’s signature.
She persisted though that the signatures in the Journal looked
different from that on the Smart
ID.
[87]
The reason she refused to
concede that the signatures looked the same was because she had
“
concerns
about the signature
.”
However, when asked under cross examination whether it was her case
that someone else had appended the signatures that
appeared in the
Journal, she responded that that was not what she was saying. She
said what she was saying was that the signatures
in the Journal did
not look the same as other signatures. It therefore seems to me that
she was just not satisfied that the signatures
in the Journal were
those of the deceased.
[88]
Later after she was asked to
compare the signature on p. 4(b) in Exhibit A (a page in the Journal)
with the signature on the Smart
ID card (exhibit B3) she conceded
that the signatures looked the same. She furthermore conceded that
Peculia and Moses were better
placed than her to identify the
deceased’s writing. She also conceded in her evidence that she
cannot dispute that the signatures
in the Journal are the deceased’s
because she was not present.
[89]
Surprisingly,
even though it had been accepted when the diary was inspected in June
2021 that no pages had been removed from the
Journal the defendant
insisted that there had only been 6
[17]
pages in the Journal.
[90]
Under cross examination, and
without being questioned thereon, she volunteered that during a visit
to the deceased in Soweto, the
deceased told the defendant not to go
to her funeral. This incidentally is consistent with the wishes
recorded by the deceased
in the Journal. The following entry was made
by the deceased on 25 September 2016:
“
Don’t
write of [sic] the program that I was daughter of Margaret plz plz.
When she comes to funeral plz block her She must
not be part of
anything.”
[91]
The defendant denied that
the relationship between her and her children was bad. To rebut the
evidence that she had not assisted
the deceased financially, she
testified that she had bought a fridge from Russells which was
delivered to the deceased when she
working in Mossel Bay.
[92]
She was cross-examined on
her visits to her daughter in hospital with the aim of showing that
she was
untruthful in her evidence.
Analysis
[93]
During the defendant’s testimony it became
apparent that there was no real dispute to try. The defendant
admitted that pages
4(a), 4(b), 6(a) and 6(b) of exhibit “A”,
namely the Journal, were writte
n
by the deceased. She said she was however not satisfied that the
signatures in the Journal were those of the deceased. She conceded
however that Peculia and Moses were better placed than her to
identify the deceased’s signature.
[94]
The evidence of Moses and
Peculia proves a close relationship between the deceased and her
siblings, and especially with Peculia
with whom the deceased shared
the intimate challenges she was facing. Not only did the deceased
have a close relationship with
for instance Peculia, that
relationship started when they were children and endured until the
deceased died at the age of 35.
[95]
I find no reason to
disbelieve the evidence of Moses or Peculia that they are familiar
with the deceased’s handwriting and
that the Journal was
written by her and contains her signatures; and none was advanced by
the defendant in argument. Peculia was
able to identify
characteristics or features in the deceased’s handwriting that
only a person who was familiar with the handwriting
of the author
would recognise.
[96]
Furthermore
the Journal contains detailed information on various matters. The
amount of information and the detail in which it has
been written,
points to the deceased as the source thereof. This considered against
the evidence of both Peculia and Moses together
with the fact that
some of the entries were in the early hours of the morning and
minutiae
provided
especially
regarding the state of her health from day to day and hour to hour, I
am satisfied that on the probabilities the Journal
was created by the
deceased personally.
[18]
This
satisfies the requirement in section 2(3) that the document must have
been drafted by the deceased.
[97]
The only issue that remains
is whether the Journal was intended by the deceased to be her will.
The defendant did not dispute that
it was an expression of how the
deceased desired her estate to be distributed. However I am not
convinced that such a concession
by a defendant or respondent in
proceedings brought in terms of section 2(3) of the Will Act is
sufficient.
[98]
Section
2(3) imposes upon the court the duty to satisfy itself that the
document relied upon was intended by the deceased to be
his/her will.
The court cannot simply accept what the parties believe the deceased
intended. It has been held that section 2(3)
as far as it concerns
determining a deceased’s intention is concerned must be
strictly interpreted because “
it
remains of the utmost importance that there is no scope for the
fraudulent introduction of a document in a situation where its
supposed author is in the nature of things unable to verify the
document
.
[19]
[99]
What
I must decide is whether the deceased’s Journal “
constitutes
the [deceased’s] final instructions with regard to the disposal
of [her] assets
.
[20]
This calls for an
examination of the Journal and also of the document in the context of
the surrounding circumstances. In the interests
of brevity I do not
intend to deal with all the instructions contained therein.
[100]
The
first entry in the Journal is dated 25 September 2015
[21]
(Exhibit A, p.4(a)). This was a date before the deceased fell ill and
was diagnosed with cancer. In my view the entry was written
in 2016
because she states in this specific entry that she left the employ of
Afrox in September 2015 and joined Gayatri paper.
She was there from
December 2015 to February 2016 when she started experiencing symptoms
of cancer and was diagnosed on 8 March
2016. On the probabilities the
entry was made in 2016 because she referred to events that occurred
after 25 September 2015.
[101]
According to the evidence
the deceased was hospitalized for the second time in September 2016
and died in October 2016. At this
time she was aware of her
mortality, she knew she was going to die soon. And she recorded this
in the Journal entry on 25 September
2016. She wanted to provide for
members of her family, her fiancé and his family all of whom
had either been good to her
or had tended to her during her illness.
This was something that occupied her mind.
[102]
She
was clearly trying to sort out her affairs while she was alive and
expressed what should happen not only to her estate when
she dies but
also what should happen for instance to her facebook account. Her
Journal contains instructions about matters apart
from, and in
addition to, the disposal of her estate. She recorded
instructions
[22]
such as
amongst others:
(a)
The deactivation of
her Facebook profile. To this end she provided two alternative pin
numbers to access the facebook account,
(b)
her two cell phones
must not be turned off. A pin number to access the phones is
provided. Additionally she requests that all the
contacts on her cell
“know,” presumably of her death;
(c)
the house in Tzaneen
should be painted before her funeral;
(d)
a tombstone should be
erected and that the money in the FNB 32 day notice account would be
enough for this and should be used for
this purpose;
(e)
there should be
flowers for her funeral.
[103]
The password and username to
access her laptop is written in the Journal as well as her g-mail
email address as well as the pin
to access the account.
[104]
Peculia was instructed to
take care of the deceased’s laptop. The reader of the Journal
was informed that a lot of picture
memories can be found on the
laptop for the whole family to enjoy. She refers what should appear
and not appear on the written
program for the funeral, as well as the
participation of persons in the funeral program.
[105]
She lists individuals
(together with mobile numbers) who should be informed of her death.
[106]
In her Journal the deceased
mentions her immovable property and her bank accounts, the cash she
holds in the bank, insurance policies
and her personal belongings.
She lists the credit cards and store cards she holds and where they
can be found and what should be
done about that.
[107]
She is very specific about
who should receive what. These were decisions on the disposal of her
estate after her death.
[108]
She wanted the house in
Windmill Park (a property which appears to have been owned by her) to
be for the benefit of the entire family.
She refers to a life
insurance policy issued by Old Mutual. It seems that from the manner
in which it is expressed in the Journal
that it may have served as
security for a debt (perhaps a mortgage bond) in the event of the
deceased’s death. However Moses
was the beneficiary of the
proceeds of the life insurance policy.
[109]
She wanted “everything”
in the Dawnpark house in which she lived (which appears to have been
owned by the sixth plaintiff)
to be left where it is for the benefit
of the sixth plaintiff, her partner/fiancé. All the “catering
stuff”
was also left to him so that he can continue the
business they had started together. In addition to these, she gave to
the sixth
plaintiff the option to choose whatever of her belongings
he wanted.
[110]
She also discusses how her
other assets and other belongings should be disposed of. While Zanele
is the beneficiary of the Polo
vehicle, it remains a “family
car.” Her clothing to be distributed among Khethelo, Shivula,
Victoria and “other
family members if interested [)].”
All designer jeans and fancy clothes, as well as the sewing machine,
to be given to Kethelo.
[111]
The
X-box to Sisekelo, the 32
[23]
TV to be given to Bonga. The bed in Dawnpark has to be taken to
Windmill
[112]
As far as Peculia is
concerned she made the following entry, which is not the only entry:
“
Peculia
I nominate you [sic] are a state representative If all my stuff that
might [sic] signatures (Please don’t disappoint)
[sic] Laptop
to be with you sistaz.”
[113]
These are all final
instructions issued by a person who is preparing not only for death
in the uncertain future, but by someone
who was facing looming death.
[114]
She expresses her intentions
as to the distribution of her assets directs and identifies where
documents relating to her financial
matters can be found. She
mentions files which contain policy numbers and directs that the
sixth plaintiff should be asked to point
out where they can be found.
These are all strong indications of a person who is conscious of what
may be required in order for
her estate to be disposed of. She wanted
documents that may be required to distribute her estate to be
accessible.
[115]
From the contents of the
Journal, the conclusion on all the probabilities is that the Journal
constitutes the deceased final instructions
regarding the disposal of
her assets.
[116]
It is not necessary for me
to make any findings regarding the relationship between the defendant
and the deceased.
The
emotions which the deceased expressed in the Journal regarding her
mother may explain why she disinherited her mother, regardless
of
whether they are true or not, they are irrelevant to the question
whether the Journal should be accepted as the deceased’s
will.
[117]
This brings me to the
question of costs. I find no reason why the costs should not follow
the result.
[118]
In the result the following
order is made:
1.
The Master must
accept for purposes of the Adminstration of Estates Act, Act No 66 of
1965 the Journal (or diary) (annexure “D3”
to the
plaintiff’s declaration) submitted to the Master (and rejected
by the Master on 10 October 2019) as the will of Patience
Rikhotso
although it does not comply with the formalities for the execution of
wills refered to in section 2(1) of the Wills Act,
Act No 7 of 1953.
2.
The defendant is to
pay the plaintiffs’costs, including the costs reserved on 9
June 2021.
S
K HASSIM AJ
Acting
Judge: Gauteng Division, Johanannesburg
(electronic
signature appended)
16
September 2022
This
judgement was prepared and authored by the Judge whose name is
reflected and is handed down electronically by circulation to
the
plaintiff’s legal representatives by email and by uploading it
to the electronic file of this matter on CaseLines. The
date for
hand-down is deemed to be 16 September 2022.
Appearances:
Dates
of hearing: 9 June 2021, 5 June 2022- 8 June 2022
For
the plaintiffs:
Adv Nhutsve
For
the first defendant:
Adv Naude
[1]
The
following relief was claimed in the notice of motion:
"
1.
That the Second Respondent be directed and ordered to register,
accept and effect [sic] to the document drafted
in manuscript by the
[sic] Patience Rikhotso ("deceased") I D NO 811118 0448
083, which is attached to the Founding
Affidavit as Annexure "FA
3", as the deceased's Last will and Testament for purposes of
[sic] Administration of the
Estate [sic] Act 66 of 1965;
2.
Directing the Second Respondent not to cancel the existing Letters
of Executorship granted in favour of the First Applicant,
Qhali,
Martins Monyane on the 27 July 2017 and the reference number 0 2 3 6
6 4/2 1 6 which is attached on [sic] the Founding
Affidavit as
Annexure "FA 1
";
[2]
Their
mothers are sisters.
[3]
The
defendant both in the answering affidavit, as well as in the plea,
denied that Moses and Beverly were her sons. When
she
confronted with this during her testimony, she denied that she had
disputed this.
[4]
This
was denied in the answering affidavit as well.
[5]
Ex
parte Maurice
1995
(2) SA 713
(C) at 715 G-H approved in
Ndabele
NO v the Master of the Supreme Court and another
[2000]1
All SA 475 (C) para 19.
[6]
Ndabele
NO v the Master of the Supreme Court
para
19.
[7]
Van
Wetten and another v Bosch and others
[2003]
All SA 442
(SCA) para 14.
[8]
Ibid
.
[9]
Van
Wetten and another v Bosch and others
para
16.
[10]
They
lived in Tzaneen and the defendant worked in the Johannesburg area.
There was a suggestion that she stayed in Durban
at some point.
[11]
Issued
27 November 2014.
[12]
The
page marked 8(a).
[13]
Paragraph
36 above.
[14]
The
capital letter “R” looked like the numeral “8”.
The head of an arrow (denoting bullet points)
looked like the
capital letter “D” as opposed to taking the form of a
triangle.
[15]
The
capital letter “R” looked like the numeral “8”.
The head of an arrow (denoting bullet points)
looked like the
capital letter “D” as opposed to taking the form of a
triangle.
[16]
These
were not her precise words. She expressed that she saw that
the deceased mentioned what she “wanted to give.”
[17]
These
were pp 4(a), 4(b), 6(a), 6(b), 7(a), and 7(b).
[18]
Bekker
v Naude en Andere
2003
(5) SA 173
(SCA;
Van
Wetten and another v Bosch and others
[2003]
All SA 442
(SCA) para 14.
[19]
Ndebele
NO and Others v The Master of the Supreme Court and another
[2000]
1 All SA 475
(C) at para 31 and
cf.
Theron and another v Master of the High Court
[2001] 3 All SA 507 (NC
)
para
19.
[20]
Letsekga
v The Master
1995(4)
SA 731 (W).
[21]
The
last entry is at 10h15 on 3 October 2016, four days prior to her
death.
[22]
These
instructions are also proof that the deceased created the Journal.
[23]
Probably
meant the 32 inch TV.
sino noindex
make_database footer start
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