Case Law[2025] ZAGPPHC 145South Africa
Perumal v Janse Van Rensburg N.O and Others (081849/2023) [2025] ZAGPPHC 145 (18 February 2025)
High Court of South Africa (Gauteng Division, Pretoria)
18 February 2025
Judgment
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# South Africa: North Gauteng High Court, Pretoria
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## Perumal v Janse Van Rensburg N.O and Others (081849/2023) [2025] ZAGPPHC 145 (18 February 2025)
Perumal v Janse Van Rensburg N.O and Others (081849/2023) [2025] ZAGPPHC 145 (18 February 2025)
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sino date 18 February 2025
FLYNOTES:
WILLS AND ESTATES – Will –
Validity
–
Deceased
amended will to include applicant as his life partner –
Amendment sent to executor of estate for incorporation
–
Passed away without signing amended will – Voice message
from deceased to executor sent one month before death
–
Confirmed intent to finalize amended will – Sense of urgency
in message – Evidence overwhelmingly supported
deceased’s
intent – Lack of a signature did not negate intent –
Requirements satisfied –
Wills Act 7 of 1953
,
s 2(3).
SAFLII
Note:
Certain
personal/private details of parties or witnesses have been
redacted from this document in compliance with the law
and
SAFLII
Policy
REPUBLIC OF SOUTH
AFRICA
IN THE HIGH COURT OF
SOUTH AFRICA
GAUTENG DIVISION
PRETORIA
CASE NO: 081849/2023
HEARD: 28 JANUARY 2025
DECIDED:18 FEBRUARY 2025
1)
REPORTABLE: NO
2)
OF INTEREST TO OTHER JUDGES: NO
3)
REVISED.
DATE 18 FEBRUARY 2025
SIGNATURE
In
the matter between:
ALANA BERENICE
PERUMAL
Applicant
And
ABRAHAM JACOBUS JANSE VAN RENSBURG
N.O First
Respondent
In his capacity as Executor of
Estate Late Robert
Stanton, in terms of the letters of
executorship
issued by the Master of the High
Court
CLAUDIA LOUISE VAN DER COLF
Second
Respondent
IDENTITY NUMBER 9[...]
CLAUDIA LOUISE VAN DER COLF obo
Third
Respondent
SOPHIA APPLE STANTON
MAGDALENA GLAUDINA
STANTON
Fourth Respondent
ANNA
RAMADIMETJA
Fifth Respondent
BRONYWN ELIZABETH
CARR
Sixth Respondent
THE MASTER OF THE HIGH COURT
Seventh Respondent
This judgment has been
handed down remotely and shall be circulated to the parties by way of
email / uploading on Caselines. The
date of hand down shall be deemed
to be 18 February 2025
ORDER
1.
The application is upheld;
2.
The document annexed to the applicant’s
founding papers marked Annexure “A”, is hereby declared
the last will
and testament of Robert Stanton.
3.
The seventh respondent is directed to accept the
document for the purpose of the Administration of Estates Act, Act 66
of 1965.
4. The second respondent
shall pay the applicant’s costs, with counsel’s costs on
scale B.
JUDGMENT
BAM
J
Introduction
1.
This is an application in terms of
Section 2(3)
of
the
Wills Act (the
Act). Applicant seeks an order declaring the
document or amended document marked Annexure “A”,
attached to her founding
affidavit, as the last will and testament of
the late Mr Robert Stanton (Stanton). She further asks that this
court direct the
seventh respondent to accept the document for
purposes of the Administration of Estates Act, Act 66 of 1965.
Section 2(3) enjoins
the court, upon being satisfied that a document
or amended document, drafted by a person who has since died, was
intended to be
that person’s last will or testament, to order
the Master to accept such document or amended document for purposes
of administration
of estates, as a will.
2.
Prior to delving into the background, I record
that the application is resisted only by the second respondent in her
personal and
representative capacity as the biological mother and
natural guardian of her minor child, Sophia Apple Stanton, Apple. The
mainstay
of the resistance suggests that there are material disputes
of fact, which prevent this court from determining the application.
She further suggests, speculatively, that Stanton had not intended
the document to be his last will. This suggestion stems from
the fact
that Stanton had not signed the amended will. It is common cause that
the first respondent says he had emailed the amended
will to Stanton
during August.
3.
Whatever disputes there may be, have no bearing
whatsoever on the material matters to be determined by this court to
determine the
success or failure of this application. The second
suggestion — that Stanton must have changed his mind because he
never
signed the will even though it had been sent to him in August
2022 — is undermined by the established facts. I commence with
an introduction of the parties before setting out the relevant
background facts.
4.
The applicant, Ms Alana Berenice Perumal, is a
female skills development facilitator. She resides in Gauteng
Province and has chosen
the address of her attorneys of record for
purpose of the present proceedings.
5.
The Firs respondent, Mr Abraham Jacobus Janse van
Rensburg N.O. is a nominee of PSG Trust (Pty) Ltd, with his
employment address
set
out
as, The Edge […] Floor,
[...] H[...] C[...], Tyger Waterfront, Bellville, Western Cape
Province. He is cited mainly for his
interest in the matter as the
executor of the deceased estate of Stanton. The relief sought in
these proceedings has no bearing
on the respondent’s
appointment as executor.
6.
The second respondent is Ms Claudia Louise van der
Colf, a major female. She resides at R[...] P[...], 2[...] R[...]
Crescent, Rooihuiskraal,
Centurion, Gauteng. Ms van der Colf is also
cited as the third respondent in these proceedings, in her
representative capacity
as the mother and natural guardian of Apple.
7.
The Seventh Respondent is the Master of the High
Court with its principal place of business at SALU Building, 3[...]
T[...] S[...]
Street, Pretoria, Gauteng.
8.
The fourth, fifth, sixth and seventh respondents
took no part in these proceedings.
Background
9.
The following is either common cause or has not
been seriously challenged: The applicant and Mr Stanton were involved
in a romantic
relationship, having met during early in January 2021.
The second respondent shares a child with Stanton, Apple. Their
relationship
had terminated in 2020. Apart from sharing a child, it
is common cause that the second respondent was no longer part of
Stanton’s
life, after termination of their relationship.
Stanton and the applicant soon formed a close bond and were engaged
on 28 July 2022.
Their wedding was planned for December 2023. Images
of the couple extracted from their wedding web page, announcing their
wedding
date and venue, have been provided to the court, including
images of trips they took with their branded family.
10.
Arising from a hip replacement surgery that Mr
Stanton had undergone during April 2022, his health suffered and
continued to suffer
throughout the course of 2022. On 10 July 2022,
Stanton made amendments to his will. The applicant further avers
that, in anticipation
of their being together, she too had met with a
financial planning house to assist her with her will to make Stanton
a beneficiary.
Unfortunately, she only came to check the work
pertaining to her will after Stanton’s funeral. Very briefly, a
reading of
the changes in the will suggests that Stanton was aligning
his will to reflect the applicant as his life partner. The changes
were
made by Stanton using his laptop, with the applicant alongside
him. He thereafter sent the amended will to the first respondent,
with a message stating that the changes need to be made, whereafter
Stanton will sign, captured in the words set out here below:
‘…
sien
ask (sic) my testament met veranderings amend dit en stuur aub terug
via my om te teken.’
Loosely translated:
See
ask my will with changes amend it and please send back via me to
sign.
11.
The first respondent confirms in his affidavit
that he received the amended will from Stanton on 10 July 2022. He
further states
that he sent the will back on 4 August, with the
changes incorporated. The applicant avers that she has access to Mr
Stanton’s
emails but she could not find this particular email
from the first respondent.
12.
Stanton was in and out of hospital during 2022. On
17 January 2023, he fell and broke his femur. He was admitted to
hospital and
discharged on 25 February 2023. Concerned that he had
not heard from the first respondent about the will, Stanton sent a
voice
message, on 9 March 2023, to the first respondent, stating that
his will be sent back as he wants to get it done. In his own words:
‘
Hi
Kotie, dis Rob hierso. Hoor hier Mnr ek dink nou net daaraan. Ek het
nog noe my will, my amended will, gesien of geteken nie.
Um ja, so ek
will maar net hoor war is die update op daai laat ek dir gedoen kan
kry voor, nie voor nie, maar jy weet net well
in advance.
So
laat my maar net dankie.
Loosely translated, the
message states: Hi Kotie, it's Rob here. Listen here Mr. I'm just
thinking about it now. I have not yet
seen or signed my will, my
amended will. Um yes, so I just want to hear what is the update on
that so I can key before, not before,
but you only know well in
advance. So let me just thank you.’
13.
On 8 April 2023, whilst spending time with the
applicant’s family in Cape Town, Stanton fell ill. He died in
his sleep on
9 April 2023. He had travelled to Cape Town with his
mother and daughter. The facts pertinent to this case may then be
summarised
thus:
(i)
Stanton made amendments to his will during July
2022, using his laptop.
(ii)
The first respondent has confirmed under oath that
he received the will, effected the amendments, and sent it back by
email on 4
August 2022.
(iii)
Two messages were sent by Stanton to the first
respondent. The first accompanied the amendments, wherein he said to
the first respondent,
the amendments must be effected so that he
(Stanton) signs. The second is the voice message of 9 March 2023 for
the first respondent,
where Stanton says he had not received the
will, which confirms the applicant’s assertions before this
court.
(iv)
Stanton died on 9 April 2023.
Applicable legal
principles
14.
Section 2(1) of the Act provides that:
(a)
…
no will executed on or after the first day
of January, 1954, shall be valid unless-
(ii)
the will is signed at the end thereof by the
testator or by some other person in his presence and by his
direction.
15.
Section 2(3) provides:
‘
If
a court is satisfied that a document or the amendment of a document
drafted or executed by a person who has died since the drafting
or
execution thereof, was intended to be his will or an amendment of his
will, the court shall order the Master to accept that
document, or
that document as amended, for the purposes of the Administration of
Estates Act, 1965 ( Act 66 of 1965 ), as a will,
although it does not
comply with all the formalities for the execution or amendment of
wills referred to in subsection (1).’
16.
It has
been said that by ‘enacting section 2(3) of the Act the
legislature was intent on ensuring that failure to comply with
the
formalities prescribed by the Act should not frustrate or defeat the
genuine intention of testators. It has rightly and repeatedly
been
said that once a court is satisfied that the document concerned meets
the requirements of the subsection a court has no discretion
whether
or not to grant an order as envisaged therein. In other words the
provisions of s 2(3) are peremptory once the jurisdictional
requirements have been satisfied.
[1]
’
17.
The court in
Van der
Merwe
pointed out that:
‘
A
lack of a signature has never been held to be a complete bar to a
document being declared to be a will in terms of s 2(3). In
Letsekga,
…, the lack of a signature was not held to be a bar to an
order in terms of s 2(3) of the Act. Ex parte Maurice
1995 (2) SA 713
(C) decided in the same year as Letsekga was to the same effect. In
Thirion v Die Meester & andere
2001 (4) SA 1078
(T) an unsigned
document drafted by a person shortly before he committed suicide was
held to be a valid will and declared as such
in terms of s 2(3). In
that case the deceased had executed a prior will that had complied
with all the prescribed formalities.
The very object of s 2(3), as
pointed out above, is to ameliorate the situation where formalities
have not been complied with but
where the true intention of the
drafter of a document is self-evident.’
[2]
18.
In order to succeed in an application in terms of
section 2(3), the applicant must prove, on a preponderance of
probabilities that:
‘
(a)
that the document, annexure JN4, was drafted or executed by the
deceased;
(b) that the
deceased had died since the drafting of the document; and
(c)
that the document was intended by the deceased to be his will.
[3]
19.
It can be accepted that (a) and (b) have been met
in the circumstances of the present case. The applicant’s
irrefutable evidence
is that the amendments to the will were effected
by Stanton. The amendments were sent to the first respondent who has
also confirmed
receiving Stanton’s email. Stanton has since
demised. The real question is (c), whether Stanton intended that the
document
be his will and testament.
20.
The sole contention raised by the second
respondent is this, because Mr Stanton had not signed the will after
the first respondent
sent it back to him, on 4 August 2022, he had no
intention to have this document as his last will and testament. He
had changed
his mind
.
But this speculation is completely
destroyed by the indisputable fact that on 9 March, exactly one month
before Stanton passed on,
he sent the voice message to the first
respondent, urging for an update regarding his amended will. He made
the point that he had
not seen his amended will.
21.
In conclusion, Stanton’s intention to have
Annexure A as his last will and testament is established from the
following undisputed
facts:
(i)
Stanton personally drafted amendments to his will
in July 2022 and sent it to the first respondent;
(ii)
The words used in Annexure A, describe the
applicant as his life partner. Provision is further made for her in
the will to reflect
the applicant’s status in his life;
(iii)
When sending the amendments to the first
respondent, Stanton sent a message, indicating that the changes need
to be made in order
for him to sign.
(iv)
Thirty days before he died, Stanton left a voice
note for the first respondent, on 9 March 2023, enquiring about the
amended will,
and pointing out that he had not seen it and he wanted
an update.
(v)
The voice message confirms the applicant’s
version that Stanton had not received the first respondent’s
email of 4 August.
22.
The voice message of 9 March 2023 cannot be seen
as conduct of a man who had changed his mind about his will. On
the contrary,
not only had Stanton intended to make Annexure A his
last will and testament, one may go so far as adding that the
re
was even a sense of urgency in his words.
The
requirements of section 2(3) in my view have been met. They are: (i)
Stanton
drafted
the changes to his will; (ii) He has since passed
on; and (iii) Based on 19 (i) to (v) Stanton intended that the
amended will, annexure
A, be his last will and testament.
Consequently, in terms of section 2(3) of the Act, this court is
enjoined to order the Master
to accept Annexure A as Robert Stanton’s
last will and testament, for purposes of the
Administration of
Estates Act.
Costs
23.
All that remains is the issue of costs.
Ordinarily, it is desirable in matters of this nature to have the
costs declared costs in
the administration of the estate. But I am
not persuaded that such an order would be appropriate in the
circumstances of this case.
The second respondent chose to oppose the
application without legal grounds other than to frustrate and hurl
insults at
applicant.
It was not reasonable of the second respondent to
come to court offering that there are disputes of fact based on her
speculation
about what the deceased had intended. It is only
appropriate that the second respondent be ordered to pay the
applicant’s
costs.
Order
1.
The application is upheld.
2.
The document annexed to the applicant’s
founding papers marked Annexure “A”, is hereby declared
the last will
and testament of Robert Stanton.
3.
The seventh respondent is directed to accept the
document for the purpose of the
Administration of Estates Act, Act
66
of 1965.
4.
The second respondent shall pay the applicant’s
costs, with counsel’s costs on scale B.
N.N
BAM
JUDGE OF THE HIGH
COURT, GAUTENG DIVISION, PRETORIA
Date
of Hearing
:
28 January 2025
Date
of Judgment:
18 February 2025
Appearances:
Counsel
for the Applicant:
Adv
L van Gass
Instructed
by:
Van
der Merwe & Associates
Waterkloof,
Pretoria
Counsel
for Second and Third
Respondents:
Adv
R de Leeuw
Instructed
by:
DLBM
Incorporated
Wapadrand,
Pretoria
[1]
Van
der Merwe v Master of the High Court and Another
(605/09)
[2010] ZASCA 99
;
2010 (6) SA 544
(SCA);
[2011] 1 All SA 298
(SCA) (6
September 2010), paragraph 14.
[2]
Id,
paragraph 16.
[3]
Ndebele
N.O. and Others v Master of the Supreme Court and Another
(10338/96)
[1999] ZAWCHC 9
(15 December 1999), paragraph 18.
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