Case Law[2024] ZAGPPHC 862South Africa
M.E.K and Another v Pokroy N.O and Others (70352/16) [2024] ZAGPPHC 862 (26 August 2024)
Judgment
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# South Africa: North Gauteng High Court, Pretoria
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## M.E.K and Another v Pokroy N.O and Others (70352/16) [2024] ZAGPPHC 862 (26 August 2024)
M.E.K and Another v Pokroy N.O and Others (70352/16) [2024] ZAGPPHC 862 (26 August 2024)
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sino date 26 August 2024
SAFLII
Note:
Certain
personal/private details of parties or witnesses have been
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FLYNOTES:
WILLS AND ESTATES – Will –
Testamentary
capacity
–
Contesting
validity of wills executed – Improper and undue influence –
Plaintiff as natural heir of deceased revoked
as beneficiary –
Deception – Instigation of animosity – Improper
agitation of deceased to question suitability
plaintiff to inherit
– Conduct tantamount to coercion – Reckless conduct of
executor during signing of impugned
wills – Improper
handling of administration of deceased estate – Wills
declared invalid –
Wills Act 7 of 1953
,
s 4.
IN
THE HIGH COURT OF SOUTH AFRICA
GAUTENG DIVISION,
PRETORIA
CASE NO:70352/16
(1)
REPORTABLE: YES / NO
(2)
OF INTEREST TO OTHER JUDGES: YES/NO
(3)
REVISED.
(4)
SIGNATURE:N V Khumalo J
DATE:
26/08/2024
Electronically
delivered
In the matter between-
M[...] E[...]
K[...]
FIRST
APPLICANT
A[...]
I[...] B[...] (BORN K[...])
SECOND APPLICANT
And
MORRIS
POKROY N.O
FIRST RESPONDENT
W[…]
E[…] M[…] G[…]
K[...]
SECOND RESPONDENT
THE
MASTER OF THE HIGH COURT
THIRD RESPONDENT
This judgment was handed
down electronically by circulation to the parties’
representatives by email. The date of hand-down
is deemed to be 26
August 2024.
JUDGMENT
KHUMALO N V J
Introduction
[1]
“
Every
person at the age of sixteen (16) or more may make a will unless at
the time of making the will he is mentally incapable of
appreciating
the nature and effect of his act, and the burden of proof that he was
mentally incapable at the time shall rest on
the person alleging
same.”
[1]
[2]
T
he
right of an individual to will her property to whomever she chooses
rests on the assumption that the individual has some measure
of
ability to exercise judgment in making those choices
[2]
(
testamentary
capacity), that is, deciding upon the contents of the will, its
approval and the signing thereof at the time of execution,
which is a
fundamental requisite that determines if effect can be given to a
will. Such is presumed until the contrary is proved.
[3]
The Plaintiff in this action, Miss M[...] E[...] K[...], a chartered
accountant and a retired
pilot is contesting the validity of several
wills executed by her deceased father, Mr A[…] K[...],
(referred to as “the
deceased” or “the testator”
alternatively) a few months prior to his demise after he was
diagnosed with pancreatic
cancer and in terms of which the Plaintiff
was excluded and in her stead an ex-wife divorced from the deceased
for 17 years was
appointed as a beneficiary. The wills revoked a will
which included the Plaintiff as a beneficiary that was executed by
the deceased
prior to his diagnose. The deceased’s testamentary
capacity at the time of execution of the impugned wills is put in
issue.
The testator’s attorney at the time of execution of the
will is accused of failure to act in the deceased’s best
interest
to the detriment of the Plaintiff.
Parties
[4]
The Plaintiff is one of the deceased’s only two daughters and
offspring born to the deceased
and his first wife I[...] K[...] to
whom he was married in 1963 and divorced in 1972. The deceased’s
other daughter, Ms A[...]
I[...] K[...]- B[...] brought this action
together with the 1
st
Plaintiff as the 2
nd
Plaintiff. She however withdrew her action prior to the date of
trial. She is, referred to only as “B[...]” for purpose
of convenience with no derogation intended but for convenience. The
reference to Plaintiff hereafter relates only to the 1
st
Plaintiff.
[5]
The Plaintiff’s action is brought against Mr Morris Porkroy,
the 1
st
Defendant, who was the deceased’s old friend
and attorney for more than 40 years. He was the drafter and the
nominated executor
of all the deceased’s wills. On the demise
of the deceased he was appointed as an executor of the deceased’s
estate
in terms of the last will dated 25 February 2016. He is cited
also in his capacity as such.
[6]
The deceased’s widow, Ms W[...] M[...] K[...], is the 2
nd
Defendant. She was married to the deceased in 1993, which was the
deceased’s fifth marriage and divorced on 25 September
1998,
after 5 years of marriage. They remarried on 25 October 2015 after
being divorced for 17 years. She is named as a beneficiary
in the
last three wills contested by the Plaintiff.
[7]
The Master of the High Court, the 3
rd
Defendant, is the
Government official who is entrusted with the supervision of the
administration of the deceased estates and cited
in his capacity as
such.
Factual
Background
[8]
On 14 May 2014 the deceased, who was a divorcee and unmarried at the
time, executed a will (the
“1
st
will”) in
terms of which he bestowed all of his estate in equal shares to his
only offspring, the Plaintiff and B[...]. On
28 August 2015 the
deceased was diagnosed with pancreas cancer. Three days thereafter,
on 1 September 2015, the 2
nd
Defendant, from whom the
deceased was divorced for 17 years and had relocated to Pringle Bay
(Margate) reappeared and moved into
the deceased’s home. Five
weeks after the 2
nd
Defendant’s reappearance, that
is on 8 October 2015, the deceased revoked the 14 May 2014 will (the
1
st
will) by executing another will (“the 2
nd
will”). He in terms of the 2
nd
will bequeathed his
whole estate on the 2
nd
Defendant, B[...] and the
deceased’s grandson W[...] B[...] (“W[...]”) in
equal shares to the total exclusion
of the Plaintiff. W[...] is
B[...]’s son.
[9]
The deceased and the 2
nd
Defendant remarried on 25 October
2015, seven weeks after she reappeared. On 18 January 2016, the
deceased executed another
will (the 3
rd
will) renaming the
Plaintiff, B[...] and the 2
nd
Defendant as beneficiaries
in equal shares and excluding W[...]. The deceased revoked the 3
rd
will and executed a 4
th
will on 25 February 2016, 3 days
before his demise, leaving his whole estate to the 2
nd
Defendant and B[...], again disinheriting the Plaintiff and W[...].
The 1
st
Defendant was appointed executor of the deceased’s
estate in terms of that will.
[10]
The Plaintiff seeks an order directing the 3
rd
Defendant
to accept in terms of
s 2
(3) of the
Wills Act 7 of 1953
, the 1
st
will of 14 May 2014 as the last will and testament of the deceased.
The Plaintiff further seeks the removal of the 1
st
Defendant as executor.
[11]
The Plaintiff in support of the relief sought made the following
allegations in her particulars of claim,
as amended, that:
[11.1]
The 4
th
will was made at the behest of the 2
nd
Defendant who was not satisfied with the 3
rd
will and
thereby had noted that by manuscript she made on the said will.
[11.2]
At the time of the making of the 3
rd
and the 4
th
will, the deceased was suffering from aggressive cancer of his
pancreas and was a regular user of a drug commonly known as morphine
whilst over indulging in alcohol beverages.
[11.3]
Due to the deceased’s condition it was easy to influence him.
The 2
nd
Defendant acquired an influence over the deceased
which weakened the deceased’s resistance and made his will
pliable.
[11.4]
The 2
nd
Defendant used her influence in an unscrupulous
manner in order to prevail upon the deceased, and unduly influenced
him to agree
to make the 2
nd
to the 4th wills. Whilst
exercising his own will, the deceased would not have executed the 2
nd
and the 4
th
will, made 4 days before his demise. He would
not have changed his original will and made the new wills.
[11.5]
The 2
nd
Defendant exhibited severe animosity against the
Plaintiffs, particularly the 1
st
Plaintiff, when 2
nd
Defendant relocated from Cape Town and remarried the deceased on
October 2015.
[11.6]
The Plaintiffs would have inherited less in terms of the
3
rd
will had it not been recalled by the 4
th
will and the 2
nd
Defendant had no spes whatsoever to
receive a benefit in terms of the will, neither had the Plaintiff
received any benefit from
the estate of the deceased. The 1
st
will is a copy of the original regular will.
As
against the 1
st
Defendant
{11.7]
The 1
st
Defendant was fully aware that the deceased was
suffering from aggressive cancer of the pancreas and a regular user
of morphine
whilst also over indulging in alcohol beverages, during
the execution of the three wills. He nevertheless allowed the
deceased
to execute the 2
nd
and the 3
rd
wills.
By the exercise of reasonable care the 1
st
Defendant
as the deceased’s attorney who has known the deceased for
years, should have advised the deceased not to take such
drastic
steps as to disinherit one daughter in preference of a previously
divorced wife in the physical and the mental condition
the deceased
was at the time of executing the 2
nd
to the 4
th
wills.
[11.8]
As a result of the 1
st
Defendant’s negligent and
incorrect advice, allowing the deceased to execute the two wills, the
1
st
Plaintiff is suffering damages as she has been
completely disinherited.
[11.9]
From the Psychiatrics’ point of view the deceased was not in a
position to execute the 2
nd
and the 3
rd
will,
as is clear from the report by Dr Franco Colin, a fact that a prudent
attorney like the 1
st
Defendant ought to have been aware
of.
[11.10]
The 3
rd
Defendant has as a result accepted the 4th will of the deceased as
the legally executed regular last will and testament.
[12]
The 1
st
Plaintiff
is on that basis seeking an order that the
3
rd
Defendant
disregard
the 2
nd
,
3
rd
and
4
th
wills
and
accept a copy of the 1
st
will in terms of
s 2
(3) of the Act as the legally
made and regular last will and testament of the deceased. Also an
order that the 1
st
Defendant be removed as executor of the estate.
[13]
The 1
st
Defendant in response denied that he was negligent
and pleaded that:
[13.1] The 1
st
,
2
nd
and 3
rd
wills were each revoked by the
subsequent execution of further wills and the deceased executed the
4
th
will, which is accordingly a valid will and remains
valid.
[13.2] The disinheritance
of the 1
st
Plaintiff was the deceased’s express will
and wish due to the 1
st
Plaintiff’s unacceptable
conduct towards his illness and his marriage to the 2
nd
Defendant. The allegations that the deceased was influenced to
execute the 3
rd
and 4
th
will are denied. At the
time of the signing of the two wills the deceased was fully
compos
mentis
and knew exactly what he wanted and intended in executing
the wills. The two wills express the will and wishes of the deceased.
[13.3] The 1
st
Defendant was not aware of the fact that the deceased was a regular
user of morphine and also that he was allegedly over indulging
in
alcoholic beverages or suffering from aggressive cancer. As a result,
he had no reason to believe that the deceased could not
validly
execute the 2
nd
, 3
rd
and 4
th
will.
[13.4] The
deceased’s relationship with 1
st
Defendant was one
that the deceased shared his most intimate concerns regarding his
family, life and relationship with his children
and the 2
nd
Defendant. He considered the 1
st
Defendant to be his
confidante. The deceased excluded the Plaintiff from his 2 and 4
wills out of his own will and against the
advise of the 1 Defendant
which advise the deceased refused to follow and instructed the 1
st
Defendant to draft the 4
th
will to expressly exclude the
1
st
Plaintiff.
[14]
The 2
nd
Defendant on the other hand in her Plea indicated
that she returned or relocated to Pretoria from Cape Town on 1
September 2015
at the special request of the deceased after they have
agreed to remarry, which they did on 25 October 2015 due to the love
they
had for each other.
[15]
She admitted that by the time the deceased executed the wills he
suffered from cancer and was under medical
treatment when she took
over the responsibility of caring for him.
[16]
In replication the Plaintiff denied the 1
st
Defendant’s
allegation that the deceased was fully
compos mentis
and to
have known exactly what he intended in executing the 2
nd
3
rd
and 4
th
Wills. The Plaintiff as a result joined
issue with the 1
st
Defendant. The Plaintiff also
alleged to have taken note of the 1
st
Defendant’s
bare denial of the report by Dr Kahn Colin without adducing evidence
to the contrary or filing a contrary report.
[17]
The 1
st
Defendant persisted with the
Special Plea that all the beneficiaries to the wills challenged have
to be parties in that matter
as the court cannot set aside the 2
nd
will unless W[...] B[...] is joined in the matter.
[18]
In summation the Plaintiff alleges the deceased’s mental state
or capability to appreciate the nature
and effect of his act (
compos
mentis
) during the execution of the three wills was due to a
diminished mental capability, resultant from the use of morphine, his
health
state, the use of alcohol and undue influence by the 2
nd
Defendant compromised which she alleges nullifies their validity.
Issues
to be determined
[19]
The issue that was to be determined at the trial
was whether the deceased was indeed non
compos
mentis
(not
of sound mind, lacking the ability
to
understand the nature and effect of the will-making act
)
as a result of the named factors at the time of execution of the 2
nd
,
3
rd
and
4
th
will,
consequently unable to execute a valid will.
[20]
“…
T
he
judge’s findings about testamentary capacity and knowledge and
approval are in essence, findings of fact, based on appreciation
of
the evidence as a whole.”
[3]
T
he
court has to establish the factual issue taking into consideration
the whole evidence led. As provided in
s 2
of the Act, the onus is on
the Plaintiff, as the person alleging, to prove on a balance of
probabilities that the deceased lacked
testamentary capacity, not
being in a legal state to execute a valid will
[4]
,
as
a result of the effect of the stated factors, that is, aggressive
cancer, use of morphine, indulgence in alcohol and undue influence
as
alleged. This stems from a presumption that the will was properly
executed.
[21]
Prior the commencement of the trial the 1
st
Defendant made
the following submissions to pretrial questions raised, that:
[21.1]
Although he was aware of the deceased suffering from cancer, he
however was not aware of the extent thereof.
[21.2]
He had no knowledge that the deceased used morphine or indulged in
alcohol and consequently does not admit same. He
was not aware what
medication the deceased used.
[21.3]
He was aware that the 2
nd
Defendant made some notes on the
3
rd
will but was not aware as to when they were made. 2
nd
Defendant did make some of the notes at the specific instance and
request of the deceased.
[21.4]
He did not know the reason why the deceased executed a further will
on 25 February 2016.
[22]
In answer to the Plaintiff’s pretrial questions, the 2
nd
Defendant alleged to have had a good relationship with the deceased
youngest daughter, B[...] and not to have had a relationship
with the
Plaintiff. The parties agreed that the Plaintiff had a duty to begin.
[23]
At the beginning and during the trial, the existence of the 2
nd
will became a bone of contentment as at the time it was not dealt
with in the Plaintiff’s particulars of claim, although
it is
common cause that it existed. Its existence and relevance was
canvassed with the Plaintiff. Seemingly the Plaintiff was not
aware
of its existence until the date of trial. As a result, following the
parties’ closure of their cases, the Plaintiff
moved for an
amendment of her particulars of claim to include the 2
nd
will. It also resulted in the Defendants bringing up a misjoinder
Application, as W[...] was not joined in the action. During his
testimony W[...] had indicated his disinterest in the action and not
having any issue with not being joined in the action or considered
for the purpose of inheritance. The amendment was as a result granted
and the misjoinder application dismissed.
Evidence
led on behalf of the 1
st
Plaintiff
[24]
The evidence on the common cause facts that have already
been mentioned with reference to the pleadings will not
be repeated.
In her testimony, in dealing with the implausibility of her exclusion
the Plaintiff briefly touched on the deceased’s
history, their
relationship and her last interactions with the deceased during the
final days of his life that were partly captured
in a recording.
According to the Plaintiff’s testimony the deceased was born in
the Netherlands in 1941, during the war.
His family emigrated to
South Africa when he was 14 years old. He qualified as a mechanic and
worked in his father’s business.
At age 21 he married their
mother, I[...] K[...] who was 20 years old. Their offspring that is
the Plaintiff and B[...] were born
on 21 December 1963 and 30
December 1966, respectively. The deceased was also a motor racer
during weekends, winning a lot of trophies
and as a result got a lot
of attention from the ladies, abused alcohol, not taking the death of
his mother well. He turned into
a rebel and was divorced from their
mother when the Plaintiff was 9 years old and B[...] 6 years old.
[25]
The Plaintiff was then sent to boarding school, where she was joined
by B[...] the following year. Following
the divorce from I[...] the
deceased had several women in his life. He was then married to one Ms
Y[...] K[...] for a short while.
He then met Ms N[...] who had two
children and had just lost her husband. It was after their mother
refused to reconcile with him,
that he met N[...] whom he later
married, being his third marriage. N[...] taught him how to do
business. He, subsequent to marrying
N[...] owned quite a few
businesses, his main one being Zambesi Motors that was located in
Mountainview, then in Springs and Pretoria
East. The Plaintiff and
B[...] stayed with them in the house. The Plaintiff spoke of fond
memories as a family, their dad fetching
them from boarding school
and spending time with them at their home’s swimming pool.
[26]
The deceased divorced Ms N[...], when the Plaintiff was at Varsity.
She remembers around that time she was
only about 20 years old when
she received a call that her father was involved in an accident in
Durban. He was found near the railway
station in his underpants
bleeding from his head with a broken skull. The Plaintiff flew to
Durban and flew back home with the
injured deceased. She got him into
a hospital where his skull was mended. Ms N[...], although divorced
from the deceased continued
working in the deceased’s
businesses for the next 17 years. The deceased would, every time he
separates or get divorced,
invite the Plaintiff to stay with him.
[27]
The deceased then met Ms T[...], C[...], who was 24 years younger
than him. The Plaintiff expressed her concern
to the deceased about
her being so young and that she might want to start a family. The
deceased married her anyway instantly,
being hi
s 4
th
marriage and thereafter had a vasectomy. He later reversed it
during his marriage to his 5
th
wife, the 2
nd
Defendant. It was the only time she again saw the deceased in
hospital. C[...] built her own house and the deceased continued to
stay at the farm. Deceased had bought the Plaintiff a car when she
turned 18, therefore she constantly visited him at the farm.
The
deceased was always busy running around doing business, although very
stingy with his money.
Deceased’s
marriage to 2
nd
Defendant (the 5
th
wife)
[28]
According to the Plaintiff, one time at an auction they noticed a
beautiful lady with her daughter tracking
the deceased. The lady
waved at the deceased when she was leaving. The deceased took the
Plaintiff to go and visit the lady in
Springs, that was the 2
nd
Defendant. The next thing she knew the 2
nd
Defendant and
her daughter moved in with them. She subsequently heard that the 2
nd
Defendant got pregnant and the deceased felt obliged to marry her.
She struggled to have a relationship with the 2
nd
Defendant. It was cordial but she nevertheless was impressed by the
2
nd
Defendant as a doctoral degree scholar, taking in
everything the 2
nd
Defendant was saying. At the time, she
seemed a wonderful lady. She could not believe this well- educated
lady could be after her
father. She shared her results with the 2
nd
Defendant when she changed from chartered accountancy to aviation,
training as a pilot. She had just got her commercial rating
and still
had to do her practicals when the 2
nd
Defendant moved in.
[29]
The Plaintiff had passed her board exams as a chartered accountant
but had not started practicing as one.
She instead worked as a
financial manager in Tzaneen, when she was introduced to a man who
came and fetched her in a helicopter.
She was from then on hooked and
introduced the man to her mother and the deceased. She and the man
would come to the deceased’s
game farm in Magoebaskloof and
spend time with them. B[...] as well would come and visit. The man
passed on. The deceased then
in exchange of her jewelry helped her
with a loan to finish her commercial practicals. The deceased also
assisted her to gain more
flying hours. Sometimes he would help with
logistics of charging batteries. She on several occasions took the
2
nd
Defendant and her daughter for flips around the
airport just to charge the battery.
[30]
She opened her results with the 2
nd
Defendant and had
passed on her first attempt. She started at Wonderboom airport with
her commercial licence to become an airplane
pilot. She then went to
Ramsgate with the 2
nd
Defendant when she was finishing her
doctorate. The 2
nd
Defendant made her stay at the bottom
of her house where the storage area was whilst she worked on her
computer the whole day on
her doctorate. One day the Plaintiff came
back and could not access the house or the backroom where she stayed.
She had to sleep
with the helper and her boyfriend. According to the
Plaintiff she noticed for the first time that there were actually
other bedrooms
upstairs, when the deceased came to fetch her. On that
day the deceased left with her without talking to the 2
nd
Defendant.
[31]
The friendship between Plaintiff and the 2
nd
Defendant was
according to Plaintiff still cordial, when one day the 2
nd
Defendant was not expecting the Plaintiff to be back she
overheard the 2
nd
Defendant who had her daughter on her
lap, talking to her parents, accusing the deceased of having slept
with her, when the Plaintiff
walked in. The 2
nd
Defendant
dropped the phone as soon as she saw the Plaintiff. The Plaintiff
says she was shocked and their relationship then changed.
The 2
nd
Defendant did not keep any food in the house and no meals were
prepared. The 2
nd
Defendant would call her to come and put
the toilet lid down.
[32]
The 2
nd
Defendant demanded that Plaintiff pay for petrol
that her father’s business used to pay for her. She then one
day walked
into the business and told the 2
nd
Defendant
that the matter can be sorted out, they must call the deceased. The
2
nd
Defendant got upset and ended up being involved in a
car accident. The deceased got angry with the Plaintiff, she left
their house
to go and live with B[...]. The 2
nd
Defendant
also fired and replaced the 3
rd
wife, whom she let off
with a month’s salary. The matter ended in court and lasted for
a very long time, handled by the 1
st
Defendant. The
deceased was divorced from the 2
nd
Defendant in 1998.
[33]
In 1997 B[...]’s child, W[...], the deceased’s first and
only grandson was born. The Plaintiff
was with Sunair at the time.
The same year in 1997 the deceased and 2
nd
Defendant had a
fire at the farm. Deceased sold his business and they divorced in
1998. They auctioned a lot of things and sold
the farm for R1,6
Million. Half of the proceeds was given to the 2
nd
Defendant as a settlement. The deceased bought another farm which he
later also sold. The Plaintiff then left Sunair and was employed
by
Air Mauritius from 2000 to 2012. The Plaintiff flew back to the
country in 2001 for the celebration of the deceased’
s 60
th
birthday which was held at the farm and attendant by, amongst others,
the 2
nd
Defendant. Another encounter with the 2
nd
Defendant was when the 2
nd
Defendant called to tell them
that the deceased was very sick and near death. They rushed to go and
fetch the deceased from the
farm. It was B[...] who had to deal with
most of the happenings on the deceased. There was also a situation
where the deceased
ran into the 2
nd
Defendant’s
family in Rustenburg, he drank himself into a stupor after seeing the
2
nd
Defendant. They had to rush the deceased to hospital.
[34]
In 2006 the deceased, as a divorcee bought a game farm and sold it,
having received an offer he could not
resist. He then bought a big
luxurious house in Waterkloof. The Plaintiff stayed at the house
during her trips from Mauritius.
She also had I[...], the deceased
and B[...] visit her in Mauritius and also at the deceased’s
house. I[...] was on her own
and retired at the time. The Plaintiff
would take I[...] on trips to Mauritius. The deceased was also on his
own. The deceased
however would put ads in the newspaper where he
would meet ladies. She met one of the deceased’s ladies during
one of her
visits from Mauritius and they became friends.
[35]
The deceased inherited money from his overseas relatives and bought a
house that B[...] lived in at Fuller
Place in Montana. He wanted the
2
nd
Defendant to come and live with him but she only came
and arranged the house. She said with a small child she could not do
that.
The deceased later sold the house and bought one in a small
holding. In 2009 he sold the house and made a loss. He then bought a
home close to the 1
st
Defendant where she also visited him
when she came from Mauritius. One day when she got there the deceased
looked like he was in
an accident. He was not saying anything and did
not look good. She asked B[...] and the 1
st
Defendant to
check on the deceased.
[36]
The deceased asked their mother I[...] to come and stay with him
because they were both lonely. The mother
would look after the house
and prepare meals whilst he would visit his farmer friends. The
Plaintiff lived with them when she came
from Mauritius and stayed in
the spare room. She was delightful to see them both happy and have
meals with all of them. They
got along quite nicely when in
2009 the 2
nd
Defendant came and moved into the deceased’s
bedroom. The deceased’s attitude towards their mother then
changed he
became very hostile towards her. He one day told them he
was going to Cape Town with the 2
nd
Defendant for two
weeks but came back after 2 days and locked himself in the bedroom.
He was so depressed. I[...] called
B[...] to come and talk to
him. When the deceased came out of the bedroom he was very rude to
I[...], that is when I[...] decided
to move out to go back to her
flat. The deceased made sure she was comfortable.
[37]
The deceased visited the Plaintiff in Mauritius and in 2011 he asked
for tickets to London. She and the deceased
flew to the Netherlands
where they met family, attended family functions where the deceased
introduced the Plaintiff to relatives.
They came back, the deceased
continued to visit the Plaintiff in Mauritius. At some stage he
wanted to bring the 2
nd
Defendant for her birthday, but
Plaintiff refused. The deceased did come with the 2
nd
Defendant anyway and stayed at a lodge down the road from the
Plaintiff. During their stay she bought them 2 boxes of alcohol.
When
she came back from her short trip she had to refill the alcohol. They
invited her over for dinner where wine was ordered although
they
already had wine. The deceased complained to her that it was an
expensive holiday for him.
[38]
There was an indication thereafter that the deceased was helping the
2
nd
Defendant with her tax issues. The deceased was
driving down to assist the 2
nd
Defendant and charging for
the services. The deceased wanted to take a loan to buy the 2
nd
Defendant another property when she already had a property in
Struisbaai. He asked for the Plaintiff’s assistance which she
refused. The 2
nd
Defendant asked the deceased for
assistance to sell her old parents’ business that she was
struggling to sustain it. She
had indicated to her parents that she
already had buyers. The 2
nd
Defendant did not want them to
know that the business was not making money. They were also
selling their Brahman cattle.
The deceased was not interested and put
in a low offer which upset the 2
nd
Defendant. It was
however sold to somebody else. She found letters written by 1
st
Defendant in 2012 to remind the 2
nd
Defendant that an
amount of R80 0000 on the loan was still outstanding. The deceased
was going to start charging interest if the
money not paid.
[39]
The Plaintiff came back from Mauritius in 2012, and bought a property
to relocate to. The deceased made sure
she was settled. When she
looked for the jewelry box that she had exchanged for the loan to
finish her pilot training, it was gone
with all the jewelry she
accumulated from the time she was a kid. The deceased could not give
it back to her but wanted more money
to be paid. She sought counsel
from the 1
st
Defendant. They then agreed on a reduction of
10% of the loan. She did not realise that the deceased was under
pressure cause the
house they bought had a lot of defects. The
deceased was fighting with the previous owner but also wrote letters
in 2012 to 2
nd
Defendant for payment of the outstanding
debt.
[40]
So whilst Plaintiff was there the deceased started locking himself in
the room. He suffered from depression
and Plaintiff was
concerned. The deceased asked for advice from the 1
st
Defendant and instead the 1
st
Defendant took him to
hospital in Kalafong because he had no medical aid. He got him in but
the next day the deceased was discharged
of his own accord. He
reduced drinking from that day. He borrowed Plaintiff’s car
that he bought for her. The Plaintiff had
paid the deceased the value
of the car less the value of the jewellery, which he accepted. She
also assisted the deceased with
errands whilst they were staying
together. After the Plaintiff left, the deceased also collaborated
with other farmers on the sale
of cattle. He was however getting
sicker with no energy. They got to agree that B[...] was going to
move in to the deceased’s
house and the deceased into
B[...]’s. The deceased was then going to help with the
additions.
[41]
In 2015 the deceased was showing flu like symptoms that just did not
want to go away. For a man who never
went to the doctor, he ended up
going in January 2015 and got antibiotics. He got the
antibiotics again in April 2015. He
got another prescription after
that one as well
.
In
all had antibiotics three times in four months.
He
tested for allergies in May 2015 and was not getting better until he
was diagnosed with prostate cancer.
He
kept losing weight and his health deteriorated. He was living at the
construction site, attending to the additions of the house.
They
thought it was because he was working too hard.
[42]
The Plaintiff discovered after the deceased’s passing, that
prior thereto in May 2015 he had a round
trip from Eldoraigne to De
Aar (Northern Cape) travelling for 8 hours and thereafter continued
for another 9 Hours to Kleinmond
(Western Cape and another 1 hour 30
minutes to Mingle House in Pringle Bay. Thereafter to Breda’s
dorp on a totally different
direction more to the South, then North
of East London, Port Elizabeth and back. B[...] told her the deceased
received a telephone
call from the 2
nd
Defendant saying
whilst she tried to force entry through the garage door it fell on
her and she got stuck there until the next
morning. But when the
deceased arrived at her doorstep to assist her, she was out on a
date. The deceased drove back and when he
saw B[...] he just burst
out crying, took out telephone directory and scratched out 2
nd
Defendant’s name saying he does not want anything to do with
the 2
nd
Defendant ever again. The next month in June 2015,
the deceased decided to transfer the property where the sister stayed
into the
sister and her husband’s names. He sold the house that
he revamped with additions and bought the property at 8[...] S[...]
Street, which was registered in his name only in September 2015.
[43]
On or about 25 August 2015 Plaintiff got a call that the deceased was
in hospital and not in good shape,
so she needed to go home
immediately. The deceased had put her name as the next of kin. She
found the deceased in a wheelchair,
a tiny little figure curled up in
pain. His whole skin and eyes were yellow and booked in an emergency
room by Dr Bond. Bond explained
to them the procedure he was going to
do, that is put a stent on his pancreas. The Plaintiff accompanied
the deceased to the theater.
The deceased came out the theater
looking much better. Since he did not have a medical aid number, he
could not be admitted immediately
at the hospital. He had to get a
quote and pay a cash deposit before he went to hospital. Plaintiff
fetched his toiletries and
change of clothes. She went back to
hospital with B[...] and W[...]. W[...] drove back the deceased’s
car and parked it at
his place.
[44]
The next day the deceased was discharged at his own accord as he
wanted to attend the Pretoria Farmer’s
Show. He could not stay
there for long after an hour he came back. He was feeling weak. The
doctor got the blood results on 28
August 2015 after 12h00. He called
the deceased and told him the news about the pancreas cancer. The
deceased immediately called
and informed the Plaintiff. He also asked
her to attend the follow up meeting. On 31 August 2015 the deceased
was still paying
his Municipality account, sorting out his car
license that was expiring by August and got himself new glasses. He
was still active
before he went in to hospital, accompanied by the
Plaintiff. She knew nothing about the disease therefore did some
research compiling
questions for Dr Bond. The doctor advised them
that the deceased’s cancer code was too high at nearly 500,
whilst an average
would be 0-49. He referred the deceased to Dr Van
Niekerk at Groenkloof Hospital to proceed there immediately and be
there by 7
o’ clock. The deceased was in pain and walking
slowly for a person who always had places to go, he was
uncomfortable
.
He was prescribed something as a pain reliever.
They had an open discussion about it. The doctor discussed the
treatment and what
was to be expected. He indicated that there are
good rates of success they remove the cancer if not, the radiation
and chemo therapy
will not really work.
[45]
When they reached the other hospital, the deceased was jovial, light
hearted and talking to all the other
patients. Just before he went in
his phone rang. He answered the call and said “Oh Shirley wants
to come for the money.”
The Plaintiff did not know what
he was talking about. He gave the Plaintiff the phone and it was 2
nd
Defendant on the phone. The 2
nd
Defendant told the
Plaintiff that she heard about the deceased and asked her if she can
come and visit. (
That evidence was not disputed)
They went in
Dr Van Niekerk’s rooms. He looked at the scans and told them to
come back the next day as he would want to do
his own scans.
After that the deceased could hardly eat his food. He insisted on
driving himself back home and also back
to the hospital the next day.
[46]
The next day they met at the hospital, the deceased did the x-rays
and the scans and they together took them
to Van Niekerk. He was
still in a jovial mood. Van Niekerk looked at the scans and explained
the whole procedure, alerting them
to the fact that it is a long
procedure that might take 6 to 8 hours. Also because of the location
of the pancreas it might be
difficult to get it, as a whole
reconstruction has got to be done. The deceased was very keen to go
into theater but the Dr had
other appointments, so the Plaintiff
obtained a date for 8 September 2015 from the theater nurse, which
was the next week. As a
cash patient they were also going to send
quotations for the services to be rendered. Van Niekerk told
the deceased to have
a big breakfast and lunch as they will have to
do all the tests on the day then start with the operation. The
Plaintiff went
and bought the deceased pyjamas and some things he
might need for the hospital.
[47]
On the 3
rd
of September 2015 she got a call from the
deceased to come to the house. She had also to come prepare the meals
he required and
for whatever he needed for the hospital stay. She
found the 2
nd
Defendant there. The deceased asked
the Plaintiff to sought out the issue of gas certificate with the
technician. He gave
the Plaintiff the transfer papers for the house,
and the lock for the security gate to the estate. Every now and
then they
had to re-register the fingerprints with the security for
the entrance to the estate. The deceased asked the Plaintiff to
register
so that she can have full access to him whilst he is sick.
He asked the Plaintiff to also register the 2
nd
Defendant
and to assist her in exchanging the things 2
nd
Defendant
bought for what he needs. She was also supposed to deposit a cheque
into the deceased’s account.
[48]
They went out and did the errands. During that time she asked the 2
nd
Defendant about her father who has dementia, her parents’
wellbeing in general and the house she left behind. How she managed
to pack and leave everything just like that. She also asked her about
the boyfriend. The 2
nd
Defendant denied having one. The
next day on the 4
th
September 2015, the deceased asked the
Plaintiff about why she was like that to the 2
nd
Defendant. She did all the errands including transfers of monies from
Coronation, the hospital admission and other transactions.
The 2
nd
Defendant kept on interrupting and chatting. The deceased had to ask
her to give them some time whilst they were working. The 2
nd
Defendant heard the bank security number. The deceased then
transferred the money from his cheque account to his money market
account (she suspects it is because the 2
nd
Defendant
heard the account number). The Plaintiff completed the admission
forms, made copies and sent them.
[49]
On 8 September the Plaintiff arrived at the deceased’s place.
She sat with the 2
nd
Defendant whilst the deceased went to
get ready. She then gave him the new clothes she found for him during
the weekend which he
was happy about. After changing he told her to
go the 2
nd
Defendant will take him to hospital. She was
saddened because she wanted to be with her father. However, because
it was her father
telling her that, she accepted and left. The next
day she got a call from the deceased asking her to come immediately
to the hospital
as he might go earlier for his operation. She found
the 2
nd
Defendant holding the deceased’s hands and
standing very close to him telling everybody she was the deceased’s
wife.
When the Plaintiff questioned the deceased, he told her to just
to leave it as those people were going to be looking after him.
B[...] arrived and they went for tea. They discussed that they must
stick with each other, making a pact against the pancreatic
cancer to
share with each other anything that might happen. They were going to
stand and support each other. Mostly they were worried
about the
sudden appearance of the 2
nd
Defendant into the deceased’s
life due to the history they have.
[50]
The surgery was pushed back to 7 o’clock. The deceased told the
2
nd
Defendant to go home as he did not want her to drive
late at night. The Plaintiff saw the 2
nd
Defendant off and
she and B[...] stayed for the operation and the doctor told them that
he will give them an hour by hour briefing.
After an hour the nurse
came and told them that everything is going according to plan. The
next thing after two and a half hours,
Van Niekerk came dressed in
his normal clothes. He told them that he did all he could do but the
cancer has spread to the main
artery and not much could be done. He
said he just did a palliative bypass and was supposed to refer him to
an oncologist but would
not do so because it would reduce his quality
of life, which would lead to depression. His prognosis was that the
deceased would
live for 6 months.
[51]
They saw the deceased after recovery he was feeling good and
confused. They told him the operation was done,
he must rest they
will come and see him in the morning. She send a text to Mr Stelman
who worked with the deceased, the 1
st
Defendant and the
deceased’s family. She called the 2
nd
Defendant as
well and told her what the doctor said. She started screaming over
the phone. When the Plaintiff arrived at
the hospital the next
day she found the 2
nd
Defendant already there by the
deceased’s side. The 2
nd
Defendant had managed
to slide herself in there as nobody is allowed at high care and told
her that the deceased had a problem
with spits, he was spitting
constantly, she was therefore helping the deceased. The deceased then
told them that he and 2
nd
Defendant had decided to get
married
.
She told the deceased to rest and get better before
he makes such major decisions. The deceased was quite weak and was
kept at
high care for 3 days after the operation after which he was
kept at a surgical ward.
[52]
On Saturday 12 September 2015, it was I[...]’s birthday. The
Plaintiff had arranged a birthday party
for her at Pretoria Cullinan
and she went together with B[...]. In the afternoon, after the
party they went to see the deceased
at the hospital. The 2
nd
Defendant offered B[...] a lift from the hospital. Later B[...]
phoned her to tell her that the 2
nd
Defendant said she saw
some photos that the doctor took of the pancreas and all she could
see was two tiny little spots on the
pancreas. It was not that bad
and the deceased was going to recover. B[...] was angry and wanted to
know what is happening, if
the deceased was indeed with cancer. The
Plaintiff told B[...] that what she knows is what the doctor told
them. The next day when
Plaintiff went to visit she was told that the
deceased was going to visit with the 2
nd
Defendant to
Pringle Bay to recover from the surgery, notwithstanding the deceased
having gone through a major surgery that took
more than 3 hours on
8/9 September 2015 when the stent was removed. The Plaintiff
says she just agreed and said it is relaxing
at the beach, although
she was worried about her and the sister not being able to visit the
deceased there but nevertheless kept
quiet.
[53]
The Plaintiff managed to get a cancer support group and they had
meeting at her house on 16 September 2015.
The Plaintiff had
told the 2
nd
Defendant that she and B[...] wanted to take
care of the deceased and required guidance from the support group as
to how they can
do that. She was advised not to take away their
father’s dignity and pride by trying to be his caregivers but
to let him
do things for himself. They must not take over his self-
care, respect his boundaries and stay his daughters. The caretaker
invited
the Plaintiff and B[...] to phone her at anytime. The
Plaintiff went to hospital and discussed the advice of the caretaker
with
the 2
nd
Defendant who was not interested. The
deceased was released on the same day the 16
th
September
2023. The Plaintiff went to see him, he was up and not lying down
because it was too painful, he would rather sit on
the couch where he
can sit up and not lean all the way to do that. The 2
nd
Defendant was watering the gardens. She asked the deceased if he
needed anything. The deceased told her that the 2
nd
Defendant was there taking care of him.
[54]
2 days thereafter on 18 September 2015 she got a phone call from the
2
nd
Defendant asking her to bring anemia because the
deceased was struggling to go to the toilet after the anesthesia.
CANSA advised
her that if they are applied by a person without
qualifications it can do a lot of harm, instead gave her a recipe for
laxatives.
Whilst she was at the chemist she got a call from the
deceased who was screaming and angry as he could not find his
valuables,
watch, ring and bank cards. CANSA told her that the
deceased has gone through a lot and he was going to have these
emotional outbursts,
they just have to accept. When the Plaintiff
arrived at the deceased’s house there were neighbours visiting.
She did not
look for the things but phoned the bank to cancel the
cards. She then phoned the police to ask if she should report the
valuables
as missing and was advised against that as they will/might
reappear.
Isolation
[55]
The Plaintiff tried to make an appointment to see the deceased after
that but was told not to come that Friday,
but can come after church.
She arrived after church and the deceased told her that they had
visitors that 2
nd
Defendant wanted to get to know she must
come another time. She went in since she was already there. The
deceased had a very dirty
blanket and the dogs were locked in and
very smelly. She tried to understand why the deceased would think
that valuables that were
in 2
nd
Defendant’
possession were stolen by her and figured out that it was probably
because she went to the toilet first before
she left. The
deceased told her and the 2
nd
Defendant to make sure they
did not put these things somewhere because B[...] knows of a police
man who can come and conduct a
search. The deceased then told her
that he wanted to transfer ownership of his house to her upon which
she advised him to first
think of his recovery and getting better,
they can discuss that later.
[56]
The deceased also asked her to check with Sandfontein Funeral Plot,
for a plot for his burial. She
said she did not know anything
about that and had asked for advice from three funeral parlours. She
explained to the deceased the
possibility of being buried with other
people and the deceased immediately said he wants to be buried with
his mother. The
2
nd
Defendant started making noise
telling them this was not the time to be discussing these things.
They both ignored the 2
nd
Defendant. The Plaintiff got the
deceased some meals from SuperSpar that he likes to eat and the
deceased called the 2
nd
Defendant to indicate to her what
he likes. The Plaintiff then got a call from the deceased
informing her that the new bank
card was ready for collection, she
must go and collect it.
She drove all the way to Menlyn to
collect the card. She then heard that the next day the deceased and
2
nd
Defendant drove all the way from Eldoraigne to the
bank in Menyln to activate the card. At some point when the Plaintiff
tried
to get hold of the deceased and his phone had a funny ringtone.
He got it checked at MTN but she was accused by the 2
nd
Defendant of sabotaging the deceased’s phone.
[57]
On 25 September 2015 B[...] called and informed her that the deceased
was readmitted at a hospital. It was
significant as he needed his
card to be admitted as he pays cash. The next day 26 September 2015,
the Plaintiff visited the deceased
at the hospital and found him in a
very deep depression. He did not want to talk, so the Plaintiff
started talking to the guy in
the next bed who was from T[...]. The
deceased then also started talking and opening up to the Plaintiff.
He told her that he has
a blockage and could not urinate so they put
a catheter. He wanted to see the Doctor as he did not believe that
the cancer medicine
is the only medicine they can prescribe for him
and he was on the maximum dosage. The deceased asked Plaintiff to ask
the 2
nd
Defendant to bring him pain medication when she
comes to hospital as what 2
nd
Defendant gives him helps
him a lot. Plaintiff asked him to discuss the pain management with
the hospital. He refused. He wanted
the medication from 2
nd
Defendant. She called the 2
nd
Defendant as instructed.
[58]
The next day on 27 September 2015, the Plaintiff arrived with B[...]
at the hospital, only to find that the
deceased has been discharged.
They went to the deceased’s house and met up with him and 2
nd
Defendant. She thereafter attended W[...]’s matric party and
whilst they were at the parade, the deceased called and asked
to see
them. They went there after the event and when she arrived the 2
nd
Defendant told her that she missed the pictures. The kids were in a
hurry to leave and showed some discomfort. The deceased did
not want
any pictures taken and was annoyed. They sat down and the deceased
asked the Plaintiff about his valuables, when the Plaintiff
told him
that she had no clue, he produced his watch, bank card, identity
document and ring. He said they were right at the back
in one of the
drawers. The 2
nd
Defendant was a bit unstable in her legs
and started yelling at the Plaintiff’s face calling her a
bitch. According to her
the 2
nd
Defendant smelt of
alcohol. She stood up gave the deceased a hug and told him to call if
he needs anything. She informed
her mother, the 1
st
Defendant, CANSA about the deceased finding his valuables. She was so
relieved. B[...] told Plaintiff that they stayed as 2
nd
Defendant started to cry. She asked the Plaintiff not to contact or
upset the deceased in any way.
[59]
At deceased’s follow up meeting with Dr Van Niekerk, the
Plaintiff had asked to be present. She was
told that his wife was
going to be present so it was not necessary for her to be there. She
was not happy with that. CANSA told
her as the deceased’s
daughter she had a full right to attend the meeting but must just
keep quite and listen. She met them
at the hospital whilst she was
there arranging for payment for the anesthetist. The deceased was in
a very bad condition and the
clothes he was wearing looked like were
from a laundry basket. He came in and set next to the Plaintiff. The
nurse came and took
out the stitches. The wound was healing nicely
and they went to the Dr’s room. The deceased indicated that he
would want
to go to Groenkloof for Oncology. He was referred to Dr
Slabbert and Viagra prescribed at his request. Dr Van Niekerk advised
the
deceased to take things slowly before he decides what to do with
his health. The appointment with Slabbert was for Friday 5 October
2015. She hugged both the deceased and 2
nd
Defendant and
wished them well telling them she will see them soon. The deceased
had been put on an anti-depressant called Lexamil
on 25 September
2015 when he said he could not urinate and was very depressed. He
also could not eat. He was put on sleeping tablets
not quite sure if
it was the Alsona. However, when he was discharged he was just given
the stilpaine but when in hospital he was
given morphine to relieve
the pain.
[60]
On the 5
th
of October 2015 the Plaintiff did not attend
the hospital because she did not believe that the deceased needed the
chemo and radiation
treatment, as per the advise of the doctor, it
was going to reduce his quality of life and not assist in any way.
The Plaintiff
and the 2
nd
Defendant did not agree with
sitting with cancer patients in oncologist rooms saying it would make
them more depressed. Unfortunately,
the deceased started with the
radiation, he was referred to Dr Inge the radiologist and battling
with the payments. She understood
from the people at the hospital
that the deceased did not want to do the radiation. The sister
battled to calm him down. He had
a plan drawn up. He was having major
radical radiation medical treatment, seven of them whilst he was on
tablets with the Oncologist.
She did not expect the deceased to start
right away because of the advise by the doctor to wait for at least
two months. B[...]
however told the Plaintiff that they will start
with the two little marks that they saw on the pancreas.
[61]
She afterwards saw that a will was drawn and was signed at the 1
st
Defendant’s office on that day of the radiation. Straight away
there was a contract, a prenuptial contract. She received
the will in
2020 on consultation with an expert, otherwise she was not aware of
its existence. The will that existed prior
to that one was
concluded in 2014 when B[...] and the deceased swooped houses. The
deceased gave it to B[...] to keep in the safe.
The deceased wanted
both daughters to inherit in equal shares. It had the brother in law
id number and dated 2012.
[62]
Plaintiff said on 22 October 2015 she got a call from B[...]
informing her that the deceased and the 2
nd
Defendant were
getting married on that Sunday. The 2
nd
Defendant had
asked B[...] to present herself at church and to bring 4 copies of
her Id. The Plaintiff phoned the minister at the
church who confirmed
that it was correct. Although Plaintiff told the minister that she
does not approve, the Minister said she
was marrying them as a
servant of god. They told her that they are in love and want to get
married. She did not know the couple.
The deceased had expressed his
wishes to get married as soon as he gets better, however she received
a phone call from the 2
nd
Defendant that they are so much
in love they do not want to wait, asking for the first opportunity
available. The minister told
her that the only way she can stop the
marriage would be the legal path. She called the 1
st
Defendant who told her to keep her integrity and dignity by not
interfering and staying away from it. They got married that Sunday
after the service and she was not invited. B[...] had told the
Plaintiff that she spoke to the deceased about it and he was all
alone doing his laundry. He had nothing to wear all being in the
basket. The deceased told B[...] that he did not want to stop
it now
as it was already all too late. He said they were basically friends
with the history of cattle breeding and shows and know
the same
people. They also could not consummate the marriage so didn’t
understand why they had to get married. The
deceased’s sister
was also disappointed and was also not going to attend the wedding.
She was extremely disappointed.
[63]
After the wedding B[...] said the liquor was not hidden anymore but
openly displayed. She asked CANSA
what the effect thereof was
and she said it will just make the deceased very, very sad. They have
neighbours Peter and Hellen who
used to live next to the deceased and
I[...]. They reported to have seen the deceased at Dischem on 25
October 2015, he actually
fainted whilst he was there and it broke
Plaintiff’s heart to hear that. The Plaintiff called Sharon
Venter from CANSA who
responded that since the deceased is married
she cannot visit the deceased as per the Plaintiff’s invitation
or assist with
the treatment but will have to go through the wife.
She said she was going to visit them and tell them that the
Oncologist wants
a feedback. She said what she found was chaotic. The
dogs were barking, the deceased was screaming and there were people
viewing
the place as the deceased had put it on the market. The
deceased said to Venter they were leaving for Pringle Bay where the
deceased
was going to recover. Her services were not needed anymore.
[64]
On the 9
th
November 2015, the guy across the road made an
offer to buy the house. He paid the deposit on 11 November 2015 and
asked for some
time to pay the rest by January 2016. The deceased
went to friends of theirs from Verde Trading for advise, calling on
one Lucinda
to come and give him a quote on the furniture. Lucinda
told the Plaintiff she found a very unstable woman smelling of
alcohol crying
and refusing to let her in the house. The 2
nd
Defendant was screaming that the Plaintiff wants to destroy the
family. She said as she did not want to come between daughters
and
their mothers she left. She was told the deceased later went to the
shop and asked them to come and see the furniture and give
him
quotations. They however came to do the inventory, agreed on the
prices and when goods can be collected. The first items
were
collected on 21 December 2015, leaving just the basics for him.
[65]
On 25 December 2016 the deceased and 2
nd
Defendant went to
church and thereafter went to visit the deceased’s sister in
Irene, where the whole conversation was about
a will and the 2
nd
Defendant telling the sister how she was going to take care of all
the deceased’s assets and make sure that his children
were well
looked after
.
The Plaintiff and their mother were at B[...]’s
place when the deceased and the 2
nd
Defendant arrived. The
deceased had lost a lot of weight and was happy to see I[...]. He
came and sat next to her and the Plaintiff.
The 2
nd
Defendant then joined them. The 2
nd
Defendant wanted the
deceased to discuss the jewish burial with them. However, the
deceased did not feel like it and they only
exchanged gifts. He was
tired and asked to be excused so as to go and rest.
[66]
On
the 10 January 2016 the Plaintiff got a call from B[...] who informed
her that the deceased was left by himself. He asked
to be left
alone as he had a lot to think about. The Plaintiff went to see him
and he told her that the 2
nd
Defendant’s
mother had a colposcopy and she had to go back to Cape Town. He told
her he went to the airport and was so much
in pain he could not get
out of the car, and coming back he got lost. He indicated that with
that pain, at his age and state now
it seems he is going to pick up
smoking. The 2
nd
Defendant
knew where to get it in Cape Town and was going to bring some for
him. He said he has severe pain and the Plaintiff reminded
him that
the last time he was in pain he went to see Dr Bond who helped him.
She questioned the 2
nd
Defendant
now being against the chemo and radiation allegedly because the
deceased is now totally healed and not sick anymore. The
deceased in
response accused the Plaintiff of not wanting him to leave and or get
better. He said there was nothing wrong with
him, he just had a pick
up condition.
[67]
He showed the Plaintiff a tin of Ensure which is what he was eating,
two spoons thereof. He was severely
malnourished. CANSA spoke to the
2
nd
Defendant who said that there was nothing to be
concerned about as the deceased was absolutely fine and the pain
under control.
The deceased had an appointment with an oncologist and
radiologist on 18 January 2016
.
By that time the 2
nd
Defendant was back from Cape Town. In the report for the imminent
treatment they were referred to an Oncologist in Cape Town Somerset
West as they were moving. The deceased was given a reference number.
The Plaintiff saw some documents at the house drawn
up by Mott and
Stevens notifying them of the new address. They were supposed to get
the money for the house on 20 January 2016.
The deceased also went to
sign a new will at the 1
st
Defendant offices on 18 January
2016. He then went to the pharmacy to buy some energy drinks and back
to Dr Bond with whom he had
an appointment at Unitas.
[68]
Dr Bond booked the deceased for a stent on 25 January 2016 which was
the following week. The Plaintiff
went and questioned Dr Bond
about a need for a stent in this late stage of the deceased’s
life. Bond’s answer was that
he has a duty to help any patient
with pain relief and manage their pain. CANSA could trace the pain
through the scans done. On
25 January 2016 after they did the blood
works, Bond showed her the results of the blood test, the cancer
count was higher than
it was in August and had spread. After the
procedure of the 8
th
February 2016, the Plaintiff went to
Bond’s rooms and Bond told her that he did place a stent, but
will send the deceased
home rather as the hospital is not a good
environment for a person on this late stage of life. He said he must
just take a liquid
diet and has given him syrup morphine for the
pain, that is pain management. He has also done a nerve block which
is another procedure
to relieve the pain. She asked the doctor why he
did not prescribe the morphine that he can take himself if he is in
pain. He said
it was too late for that procedure it was not going to
work anyway. She saw the 2
nd
Defendant but she then just
disappeared. The deceased was too weak for the procedure and just
lying there and tired. She thought
maybe the 2
nd
Defendant
did not want to speak to her and decided to leave.
[69]
The deceased was released only on antibiotics and they were told that
the deceased has a bout of an infection,
warning that it is not
serious. She realized from looking at vouchers in the house that 2
nd
Defendant went shopping at Sandton City, got a new contract from MTN
and bought a new phone. The 2
nd
Defendant’s daughter
is a teacher in Sandton as well. She then heard from B[...] that the
deceased and 2
nd
Defendant called Dr Bond more often for
advice and he suggested that she bring the deceased in as he could
not do telephonic consultations.
They made an appointment and were
given the 18 February 2016. She found them there waiting for another
scan, the deceased had a
drip on his arm, empty. The deceased told
her that he did another blood test and waiting for results upon which
they would know
what scan to do. She enquired about the procedure at
the reception and when she came back the deceased told her that she
was too
late as he must drink 5 glasses of that stuff before so they
can see something in his tummy when they do the scan. He was
wearing a size 32 Jean which he was struggling to pull up when he
previously weighed 91kg.
[70]
She remembered that when she and B[...] visited the deceased in
January 2016 when he was admitted, the deceased
could not look them
in the eye. He was very evasive and depressed. He didn’t want
to talk to them. They agreed that they
should get somebody to come
and pray for the deceased. The Plaintiff felt like he was hiding
something or feeling guilty. Christine
Lewis from the church prayed
for him and he was listed on 4 October 2015 at church. When the
deceased was out of hospital on 8
February 2016, he phoned the
Plaintiff’s mother and told her that he was in so much pain and
asked her to pray for him but
to tell the Plaintiff to stop sending
people to come and pray for him. He said the church was going
to make a case for slander
against the Plaintiff
because
there was nothing wrong with him. On 18 February 2016, after the Dr’s
visit the deceased phoned I[...] asking if the
Plaintiff and B[...]
were truly his daughters. I[...] told the deceased they were but he
could do the DNA tests if he wants. The
deceased said the two were so
different from each other, the young one thinks like he thinks but
the old one is totally different.
He asked if the older one was his
child. I[...] was very upset as there were never ever any issues
about them being the biological
children of the deceased
.
[71]
Next when she visited, the Plaintiff looked at the deceased and said
to him, “I forgive you.”
He then said to the Plaintiff
that the 2
nd
Defendant was going to inherit some money and
she said to him who else besides 2
nd
Defendant and her
daughter. The 2
nd
Defendant interrupted and said her
daughter does not need to inherit anything, she is her father’s
only biological child.
The Plaintiff left. She set up an appointment
with the doctor, phoned B[...] and told her the terrible news about
the deceased
that they are waiting for the scans but also told her
that 2
nd
Defendant is going to inherit everything. Whilst
they were sitting there the deceased said to the Plaintiff she must
buy him a
sports car, a red one. At B[...]’s request she asked
the doctor if there was anything they could do. He gave them a script
for morphine and told them to register him with Hospice in Centurion.
He said the biggest problem they had with the deceased was
the total
disbelief of his condition. He was in denial. The Plaintiff got up
and went to register the deceased with Hospice. She
filed the
documents with the hospital and asked it to be faxed as soon as the
doctor has completed the form.
[72]
She was later phoned by Dr Bond. Bond had shown her the scan on the
18
th
February 2016. It indicated air bubbles in the liver
which she googled and found out that it means cancer in the liver.
Bond explained
that the cancer has spread so much that he can’t
help the deceased anymore, the prognosis being that he had a few days
to
live. The Plaintiff called everybody, CANSA who offered help to go
and deliver the news to the deceased, the deceased sister, the
1
st
Defendant and relatives in Canada and B[...]. CANSA then phoned the
2
nd
Defendant who was extremely upset because CANSA did
not phone her to make the appointment. So 2
nd
Defendant told them that they were going into town, they had things
to do
.
The Plaintiff told the 2
nd
Defendant that
she had some results from the doctor, the news and insisted that they
were coming. She later learnt from CANSA that
they were not coming
and she went alone.
[73] At
the deceased’s house. She set down with the deceased who wanted
to know what Bond said. The 2
nd
Defendant sat next to the
deceased. The Plaintiff told the deceased that Bond was happy with
the stent and told him about the prognosis
which upset the 2
nd
Defendant. She said it was difficult to explain what happened. The
2
nd
Defendant slammed the doors and came charging,
criticizing the Plaintiff for telling the deceased how much time he
had to live
saying the Plaintiff had no right to do that. Plaintiff
asked the deceased if he believes that a person that loves him would
react
to the news like the 2
nd
Defendant did. The
deceased ushered the Plaintiff out. The Plaintiff then asked the
deceased how he would like her to look
after the 2
nd
Defendant after his demise, if he wanted her to buy the 2
nd
Defendant a new car. His answer was that he would like the Plaintiff
to do good with his money. He said his wishes was that the
Plaintiff
takes care of their mother, making sure that no hardships visits her.
She complained to the deceased about past incidents
when she never
had time to speak to the deceased with the 2
nd
Defendant
always interjecting talking, inter alia, about how old her car was
and needing a new car. She blamed the 2
nd
Defendant of
always taking over the conversation when they were with the deceased.
The deceased told her to leave, which she did
after giving him a hug.
The Plaintiff says she felt emotional and went to sit in her car.
[74]
After a while she went to B[...]’s school and told her to go
and see the deceased as he had not much
time to leave. According to
her B[...] went to see the deceased a day before W[...]’s
birthday which was on 20 February 2016
.
B[...] had tried
to phone the deceased there was no response. She therefore took
W[...] and his friend to see the deceased
and they also brought the
deceased a milk tart as he had asked for a piece of the birthday
cake. B[...] told her that everything
was chaotic, the deceased was
lying in pain looking for his morphine and they did not know where it
was. The 2
nd
Defendant could not assist him because she
could barely stand, she was falling all over, could not hold her
balance. The kids were
upset. W[...] told the deceased they couldn’t
find it and the deceased went crying to his bed
.
B[...] told
the Plaintiff what was happening.
[75]
The Plaintiff decided to phone the 2
nd
Defendant’s
sister a Professor at Pretoria University and informed her that the
2
nd
Defendant was not coping she must go and assist her in
looking after the deceased. She told the sister that the deceased
needed
his morphine and the 2
nd
Defendant did not know
where it was. The sister told Plaintiff that she speaks to the 2
nd
Defendant twice or thrice a day and very much aware of what is
happening in that house. The next day, B[...] went to see the
deceased
and found that he had an injury on his right arm, apparently
he fell and needed stitches. B[...] realized that on 19 February the
2
nd
Defendant went to buy some plasters. The deceased also
had gashes on his knees as always when he sits up from the table he
would
hit his knees against the table. B[...] also noticed that the
deceased’s legs were swollen.
The Plaintiff did not want
to tell B[...] that the swollen feet occur if a person is about to
die. B[...] spent two hours there
recording some of the events that
were taking place. The deceased was taking some of the tablets and
some medicine with alcohol,
saying it helps a bit.
[76] On
the 22 and 23
rd
February 2016 they visited the deceased
again
.
The door leading from the garage that they usually used
was locked. Somebody had to open for them from the inside. The
deceased
had just woken up. The arrangement was that 2
nd
Defendant would give them some time alone. They sat with the deceased
but he was a little bit tired, so they decided to leave but
he
stopped them. So before 2
nd
Defendant left she rented
about how hard it was for her to look after the deceased, she has
been in so much pain and stress and
the abuse she had to go through,
she has got a hyper mobility syndrome and has been in pain for three
3 days. The deceased asked
the 2
nd
Defendant to give them
a chance to have a chat. The deceased then asked the Plaintiff
for a glass of water to mix with the
alcohol in his glass which he
said was too strong
.
After ten minutes he said he wanted to
lie down and walked with them to the door.
[77]
She had a call from Sharon and asked her if she had spoken to the
deceased and she confirmed to have done
so on Tuesday and gone
through all they need to know and left the nappies with the 2
nd
Defendant, what to look for when he has pain and what medication not
to administer sort of a priority list of what need to happen.
The
deceased asked them to leave. He was annoyed with the noise. There
was a denial of the deceased’s condition and saying
he just
needs some time to recover as well saying she does not need any
assistance. Sharon had brought somebody with her to stay
and help who
could sleep on the couch. The help was refused by 2
nd
Defendant. B[...] then told Plaintiff that the deceased was trying to
get hold of 1
st
Defendant, trying to cancel a purchase of
a car as he would never have the pleasure of driving it. On 24
February 2016, the Plaintiff
went to Mercedes Centurion to cancel the
purchase and could not succeed. B[...] then told the Plaintiff that
the next day on the
25
th
February 2016 there was another
meeting with the 1
st
Defendant, so she did not go to see
the deceased. Apparently another will was signed on that day. B[...]
then reported to her that
when she went to the deceased on 26
th
they had to pick him up from the floor, he collapsed between the
seats and the 2
nd
Defendant called them in the middle of
the night.
[78] On
the 28
th
February 2016, the Plaintiff met up with the
sister and they went to visit the deceased. They found him lying
sideways on the couch
and calling for his sister. The 2
nd
Defendant had a glass full of water and poured all of it on the
deceased. The deceased was crying that he was feeling pain
whilst she was trying to rub him. The Plaintiff reckoned they phoned
Sharon to send somebody to bath the deceased, he has not been
bathed
for days and wearing the same T-shirt that he had in the 80’s
for weeks. The deceased could not sit up he was just
lying on the
couch with his bottom halfway on the couch lying on the footrest.
They sat with him for about 10 minutes and then
left to go to
B[...]’s house that is around the corner and spent the whole
afternoon there.
[79] In
the early hours of the morning at 1:18 she got a call from B[...]
telling her the news of the deceased’s
demise. B[...] arranged
with 911 to come whilst she arranged with the funeral parlour to
collect his body. She was escorted by
the police to the deceased’s
house and also arranged for Sonja Smith to be allowed through to get
the deceased’s body.
They came through and forms completed by
the 2
nd
Defendant. Whilst they were waiting in the kitchen
for his body to be removed the 2
nd
Defendant was standing
in the kitchen, making small talk about what she would like to have
whilst waiting for the body to be removed.
The 2
nd
Defendant followed to the funeral parlour and her daughter was going
to join her. The Plaintiff and B[...] went to B[...]’s
house
and sat there. She went home at 6:00 that morning and got a call from
Sharon apologizing as to the manner in which the deceased
passed away
saying it could have been better and prettier. Sharon said she got a
call in the middle of the night and they have
been phoning through
-out the week to find out how the deceased was doing and every time
assured that his pain was under control
and the 2
nd
Defendant did not need assistance.
[80]
The next day the Plaintiff attended to the forms to be completed by
the Doctor for the funeral parlour which
were left at the hospital
for the Dr to complete. The Plaintiff received a call from the
deceased’s bank manager Chris Rogers
to advise that the account
is frozen they will have to pay for the funeral and claim
reimbursements. They arranged for the burial
and attended to the
grave number. The 2
nd
Defendant was to attend to the
service for which she already had an appointment. The Plaintiff
informed all the chemists and confirmed
with the 2
nd
Defendant that the Plaintiff and B[...] were going to be pallbearers.
They informed the Wierda Park Traders who wanted to fetch
the
furniture immediately but agreed to fetch it a day after the funeral.
She picked some flowers to put on her granny’s
grave which
reminded her that on 23
rd
February when she went to visit
the deceased she brought flowers in a vase and the flowers were
thrown away, vase and all. The
funeral was attended by many
people including the deceased’s living relatives, people from
the bank, her mother I[...] and
most of her relatives, the minister
who married the deceased’s sister in 1988 and the deceased to
his 4
th
wife. The 2
nd
Defendant came to
the Plaintiff, she wanted to give the Plaintiff a hug which the
Plaintiff didn’t understand why. The 2nd
Defendant wore the
dress she bought a day before she was married to the deceased.
[81]
The Plaintiff confirmed that the 1
st
will dated May 2014 was kept in a safe at B[...]’s
house, which house was still in the deceased’s name. The 2
nd
will was discovered during the insolence and
insubordination of the people when they picked up all his stuff and
deceased’s
belongings recovered. The 2
nd
Defendant said she only became aware of it when
her legal representative showed it to her. She can confirm its
existence she saw
the date on it, it was in 2
nd
Defendant’s hand writing dated 8 October
2015, the same date the prenuptial was signed. They took all the
deceased’s
belongings in the house and donated that at the
hospice. The income statements and the balance sheets she took them
to her house
and started working on them. They found a Will dated 15
January 2016 in the cupboard. It also was in the 2
nd
Defendant ’s handwriting noting that special
inheritance to her, the ring, watch and motor vehicles. On
reading the
will itself it was written in Afrikaans, “
spesifieke motor/s asook juweleries” , specific the wedding
rings and the
watches. On paragraph 4.1 to 4.3. There was a big
question mark on paragraph 4.3, 4.4 and 4.5 as it all refers to a
trust when
there was no trust formed in the will but reference to
only specific inheritance.
It read “Ek
bemaak die restande van my boedele, insluitent alle aan my en enige
beliggings in trust aan my dogter A[...]
I[...] B[...] en aan
my eggenote” …”.
The eggenotte
referring to the 2
nd
Defendant.
[82]
The Plaintiff was not aware that there was another will dated 25
February 2016. Although B[...] was suspicious
that something was
going on she always believed that the 1
st
Defendant knew
what was going on and told B[...] that he was going to look after the
deceased’s best interest. So when they
found the 3
rd
will, and there were some writing on it, the Plaintiff told B[...] to
approach the Advocate in their school committee. If she was
not
willing, she was going to approach them. The Plaintiff made an
appointment and they met with the attorney who whilst they were
at
her office called the 1
st
Defendant to check if there were
any other wills and if there will be any reading of such a will or
wills. A meeting was
arranged to take place on 8
th
March 2016 at 1
st
Defendant’s office.
[83]
As they were at 1
st
Defendant’s office she got an instruction to
invite the 2
nd
Defendant
as well. Since 2
nd
Defendant was not answering their calls and they
did not know what happened to her, they arranged for another meeting.
On the day
of the next meeting the 2
nd
Defendant was already there as the Plaintiff was
ushered into the boardroom. The 1
st
Defendant then laughed at the Plaintiff asking her
what she was doing there as she is not inheriting anything, like his
wife who
was left out in her father’s will. B[...] nearly had a
heart attack and was calmed by the Plaintiff. The 1
st
Defendant said he does not know why she was left
out, but he tried his best, however the deceased was adamant, he did
not want the
Plaintiff to be in his last will and there was no reason
that he was aware of. She then asked the 1
st
Defendant why he was not at the deceased’s
funeral because they were friends. He said on that day he was on
medication and
had told B[...] about Warfarin. The Plaintiff was
therefore excluded in the (4
th
)
last will. She noticed however in the 4
th
will the inclusion of the registration number of
the car and all the handwritten things inserted in the previous will.
It read “As n spesiale bemaking,
bemaak ek hiermee al my roerende bates and insluitende my horlosie en
ring en motor voertuig
met registrasie nommer 0[...]
G[…]
aan my eggenote W[...] E[...] M[...] G[...] K[...].” That is
the 2
nd
Defendant.
[84]
With regard to the medicine the deceased took she went to Dischem and
all other pharmacies and got a printout
of all the medicines
dispensed, although she couldn’t testify on what medicine the
deceased actually took and when. They
took out the curtains and the
linen smelt so much of alcohol that they realised that there is no
way they were going to rescue
it and donated it to the SPCA. Clothes
that B[...] bought for him still had labels on. They were taken to
the SPCA. She went through
his statement that also had Tops Super
Spar statements. There was alcohol bought on the 19
th
February
that is the day the Plaintiff told the deceased that he had a few
days to live. A liter of whiskey was bought on the deceased’s
account. Three days later, on the 22 February 2016 at 14h00, the date
that CANSA came to give them support there was another liter
of
Whiskey purchased at Tops. On the 25
th
February 2016, the
date the 4
th
will was signed there was a bottle of Red
Wine, White Wine and two different kinds of liters of whiskey bottles
bought. The Spar
receipt for the purchases on the last 10 days of his
life were attached and identified. She was aware of an incident when
the deceased
had liquor next to his seat which he asked her to dilute
the alcohol in his glass with water as it was too strong.
[85]
The Plaintiff was referred to the Liquidation and Distribution
account in the deceased’s late estate
drafted by her attorney
Rynard Kruger. She explained that Kruger helped her because of
an estate duty payable one year after
one has passed. She did not
know how to do that even though advised at the Master’s office,
which she visited a day after
the deceased passed. She
completed the forms and attended to the stamps and to the police. The
deceased’s tax where
done by the accountant. She queried one
annuity which did not pay anything on his death, that was from
Momentum. On the Distribution
List on page 83, the Plaintiff
explained that she told the attorney that the deceased told them many
times that when he passes
away as he feels that he was an absent
father, he fell guilty and understood that money will not bring back
the lost years but
what he wanted was that in their old years when
they need some capital they can thank him for leaving them some
money. She therefore
did the distribution half/half.
[86]
She lodged the account even though her attorney advised her that it
might not be accepted. She did that for
the estate duty tax was due.
She also went to the bank with a letter obtained from the Master’s
office to obtain the closing/final
statement. At the bank she
discovered that there was a lot of money missing from the account and
indicated that a double payment
had occurred for a purchase of a
Mercedes Benz for R860 000 on 18
th
February, the date when
the deceased was doing his CD scan. as two hours thereafter the money
was paid in by an agent. The money
was refunded the following month
in March 2016. The Plaintiff also said as the deceased had a personal
loss on the farm operations
she wanted to know how it affected the
estate. The bank pointed out that the loss was on income from
investments. So they scanned
all his medical bills and scanned his
personal income tax of zero and said no tax due. She therefore
informed the attorney that
everything sorted but liquidation and
estate duty tax which has a penalty of 6% if not paid was still
outstanding and needs to
be submitted with the list of creditors so
that the 1
st
Defendant can be able to make the necessary
payment to the tax man. She then had to assist her mother who had
taken ill at the
time in August.
[87]
She had seen a Liquidation and Distribution Account that has now been
advertised on 20 November 2020, which
she came across whilst browsing
on the internet. She bought the paper and asked B[...] if she was
aware of that, which she was
not. On the Monday morning she met Judge
Molopo at the Master’s office who told her that they cannot
give her advise. They
therefore decided on the urgent application to
interdict the distribution. They got the order against the 1
st
Defendant to give the Plaintiff all the financial records on the
account from the day the money was paid to him until mid-January
2016. The 1
st
Defendant on receipt of the financial
records, did an assessment and discovered that 2 statements were
missing. Also that the deceased
not only had one account but had
several accounts 4 in total. She was able to trace that through
the last account, that is
account number 4. Monies were invested in
that account for a year then reinvested for 6 months, then eight days
at 3% interest.
The balance then R15 352. 44. The amount was only
reinvested and was to mature on 12 December 2016. The ad in the paper
was placed
on November 2016. The money was free on 12 December and
re-invested for another two months.
[88]
The deceased had also signed for the property to be sold in November
2015 and due date for payment was January
2016. The Plaintiff
phoned the attorney handling the sale and transfer who apologized for
the emotional unnecessary stress
that the deceased had to go through
in the last 6 months trying to recover the money. The Plaintiff
could not find the title
deed but got copies of the title deed and
the purchase agreement from the transferring attorneys. They refused
to give her the
originals. The Plaintiff told them that she and
B[...] would like to keep the house which was sentimental to them.
They wanted
to spend some time alone where their father passed away.
Anyway there was cash available in the estate so there was no need to
sell or get rid of anything so as to pay the estate duty. They then
received a letter from the master’s office asking them
to
approve the sale which they refused. She then one day got a call from
B[...] saying that she is at the property wanting to know
what the
Plaintiff had done as there was somebody at the house who has bought
the property. She phoned the attorneys and they told
her that the
transfer went through in August 2016. Attorney informed her
that she spoke to Frik Hennop, probably who managed
to convince the
master that their consent was not required since there was an
agreement already signed in 2015 prior to the demise
of the deceased.
[89]
Frik Hennop was not known to her but she remembers that when the
deceased passed away she had to get a document
from Dr Bond at
Unitas. The receptionist told the Plaintiff that there was a medical
bill for R4000 upon which the 2
nd
Defendant advised them
that a certain Mr Hennop be contacted, who will sort out all the
medical bills. They showed her a letter
that advised them that they
must expect speedy payments and therefore this should be an easy
estate to wind up. The Plaintiff phoned
Hennop wanting to know who he
was. Hennop told the Plaintiff he was present at the signing of the
will, he signed as a witness
asked by the 1
st
Defendant.
Thereafter he was asked by the 1
st
Defendant to assist him
in the winding up of the estate. Plaintiff also noticed that the 2
nd
Defendant kept on inheriting more and more. In the wills the 1
st
Defendant was the executor failing which it is one of the children.
However, the final will states that B[...] would be handling
the deceased’s affair. Their father had however told them that
his daughters will be handling his will and did not want strangers
doing it. The 1
st
Defendant has been the deceased’s
attorney since the Plaintiff was a little girl and in the nineties
when the deceased was
married to the 2
nd
Defendant.
[90]
Under cross examination it was put to the Plaintiff that the 1
st
Defendant, although appointed as an executor used an agent Mr Hennop
for the groundwork. Plaintiff indicated that she tried to
meet up
with Hennop to establish his relationship with the 1
st
Defendant but could not as he operates from his flat. When she
received the will she wanted to contest it. She approached the
master’s office who told her that the estate was not reported,
no executor appointed and told her what to do. The deceased
had
told her that the 1
st
Defendant arrived with a clerk from
his office and was not sure if that was the attorney or the clerk in
the office of the 1
st
Defendant. It was put to her
by Counsel without indicating if Mr Hennop was going to testify that
since the matter was placed
on the roll to proceed, Mr Hennop
informed the person who he has commissioned to advertise, of the
matter not proceeding and that
person erroneously proceeded to
advertise the L & D account. The advertisement was therefore
placed by mistake. The
Plaintiff pointed out that even
though an undertaking was made in 2016 not to proceed with the
estate, the attorney had proceeded
to sell the property so the
agreements made were not complied with. The 1
st
Defendant
also proceeded to register himself as executor after they indicated
that they are contesting the wills.
[91]
The Plaintiff could not deny that the will of 8 October 2015 was
attached to the Plea and confirmed having
not been aware of its
existence. She confirmed that she was only aware of the
Antenuptial contract concluded by the deceased
and the 2
nd
Defendant on that day. She confirmed that in her particulars
she only wanted to set aside the two wills that of 15 January
2016
and 25 February 2016. It was then put to her that the will she
wants to be recognized as the valid will was superseded
by the will
of 8 October 2015 and therefore cannot be valid.
[92]
The Plaintiff admitted to have had a fairly good relationship with
the 1
st
Defendant who was introduced to her by the
deceased. The deceased had a lot of interaction with him. His
name came up frequently
when she visited the deceased. She however
did not have a personal close relationship with the 1
st
Defendant. She agreed the relationship between the 1
st
Defendant and the deceased went on for quite some time spanning a
period of 40 years. She however lost trust in the 1
st
Defendant when he walked into his office and he told her that she was
disinherited, the will has been changed again, which was
a big shock
to her. When they have had discussions with the deceased and he had
always voiced his wish that his daughters inherit
from him. The
Plaintiff said she did not expect the 1
st
Defendant to be
in possession of so many wills and also to be aware of the wedding.
The 1
st
Defendant just told her to accept it and stay
quiet.
[93] It
was indicated that the 1
st
Defendant was going to deny
what is alleged he did on 8 March 2016, the date the Plaintiff and
B[...] went to see him at his office
to check on the will. It was put
to her that the 1
st
Defendant actually sympathized with
the Plaintiff as his own wife was also disinherited by her father.
The Plaintiff confirmed
that the 2014 will was signed but undated.
Also that the 2
nd
will was signed on 8 October 2015
and the deceased and 2
nd
Defendant married on the 25
th
October 2015. In terms of that will she inherits nothing. It was put
to the Plaintiff that the deceased approached the 1
st
Defendant with marriage in mind and two things happened, the 1
st
Defendant drafted the antenuptial contract and the 2
nd
Will
.
The Plaintiff said she was not aware of that and on that
day they had an appointment with the radiologist. So they did not
plan
it. She thought they had left.
[94]
She thinks that what made the deceased change his mind was that after
the news of his imminent demise. The
deceased phoned the Plaintiff to
say that his valuables were missing and asked her if she knew where
they were. He was asking her
because when he was discharged from
hospital on the 16
th
of September 2015, she visited the
deceased. She went to the guest toilet before she left. She did not
know how a change of heart
happened in January 2016. The deceased had
included her for a 1/3 share. The Plaintiff response was that she was
not involved in
the preparation of the wills. However, what upset her
is that somebody was speaking on behalf of the deceased. She
indicated to
have discovered the 3
rd
will a day after the
deceased’s funeral and because of the writing on it she became
suspicious of other people’s involvement
in drawing up these
wills. It was put to her that the notes were made for the purpose of
drafting the 4
th
will. Also that in the 3
rd
will she was included but then in the 4
th
will she was
excluded again which means something happened again and asked what
was it. The Plaintiff explained that she went to
B[...]’s
school on 19
th
February 2016 and informed her that the
deceased was left with a few days to live she must go and see him.
[95]
B[...] had a lot of conversations with the deceased about when, what
was going to happen when he dies. B[...]
told the deceased that when
he dies she does not want anything to do with the 2
nd
Defendant, she was tolerating her presence since the deceased is
alive because that is what the deceased asked of her. She did
not
want to be constantly looking behind her back and asked the deceased
not to let anything in his will oblige her to do so. The
Plaintiff
denied making it clear to the deceased that she despised the 2
nd
Defendant but pointed out that it was B[...] who went to the deceased
with W[...] and told the deceased that she does not like
the 2nd
Defendant. She was however the one who was disinherited. She said
that is why she was in court. The deceased actually told
B[...] that
the 2nd Defendant messed up their lives for the past 20 years and
wished she never came. Even his death was messed
up and he would like
his children to be looked after one day. But they have always
told him that they were not interested
in his money they wanted to
spend some time with him and have a relationship with him which is
more important to her and B[...].
[96]
Plaintiff also denied that the deceased’s house was already
sold at the time of the passing of the
deceased and the executor
could not do anything but let the transfer proceed. According to
Plaintiff there were monies still owed
although an offer to purchase
was signed and accepted and a deposit paid. It was a cash sale and
the money was not yet paid which
was promised to be paid by January
2016 and was not yet paid at the time of deceased’s demise nor
in March when she did the
enquiries. She said she told the
transferring attorneys that they were no longer interested in
continuing with the sale. It was
pointed out that the transferring
attorneys did not tell the 1
st
Defendant that but instead
told the 1
st
Defendant that the Plaintiff said they will
be contesting the will and asked if he knew why that was so. Also
that the 1
st
Defendant was going to say he was performing
his duties and he had received in August 2016 a letter from the
transferring attorneys
indicating that the seller was putting
pressure on them to transfer the property threatening legal
proceedings. He therefore had
no choice but to proceed with the
transfer and invest the money accordingly.
[97] On
the liquidation and distribution account that Plaintiff signed on 07
September 2016, she was asked as
to the reason why it was done as
there was already an executor appointed. She said she lost trust in
the 1
st
Defendant and wanted the actual balance of the
deceased’s estate as of 28
th
February 2016 and
wanted it to be known to the master. She wanted to know the value of
all the deceased’s assets at the time
of his death. It was
pointed out that she submitted the L & D knowing that it is wrong
as it included a property that was already
sold. The Plaintiff
indicated that at the time of the deceased’s death the property
was not yet sold. The other party had
not come to the party yet
although there was an offer to buy. She therefore used the
municipality valuation for its value. She
continued to advertise the
L & D because they had a dispute with the appointment of the 1
st
Defendant as the executor. The creditors had to be notified and to
sort out that tax issue. The master’s office told her
the death
has not been registered or reported and gave her forms to complete
and she had to list all the assets. She told them
there is tax duty
and she wanted to help the 1
st
Defendant because he did
not have the list of assets.
[98] In
the L & D four medical bills of Doctors that were not paid were
left out. She advised the attorneys
that she does not trust the
1
st
Defendant to be appointed executor and the attorneys
were going to the master and to the 1
st
Defendant to
indicate that. In the meantime certain things needed to happen after
the death. Plaintiff said she went ahead
and placed the ads,
she signed the L & D in September 2016 and advertised same in the
GG. She confirmed it was after appointment
of executor. She knew the
attorneys were not the executor and were still going to court at that
time. She signed the L & D
as the next of kin, the daughter of
the deceased. She confirmed to have approached FNB Private wealth and
introduced herself to
the private wealth person Mr Wassenhoef. He
came to her house to reintroduce himself and had a different plan as
to what to do.
It was pointed to her that the 1
st
Defendant again pointed out to Mr Kruger, Plaintiff’s attorney
that the Plaintiff acknowledged that 1
st
Defendant was the
sole executor, however she wanted and continued to interfere in the
executor’s duties. She had no
locus standi
to take over
any administration of any money which message she admitted was
conveyed to the bank by the 1
st
Defendant. According to
the Plaintiff the 1
st
Defendant was under immense pressure
as the bank has transferred everything to another estate account
which was bearing good interest
and did not understand why it had to
be transferred to another state account.
[99] On
the suggestion that B[...] owed money to the deceased and had signed
a memorandum to that effect, she
disputed that and stated that B[...]
was trying to protect herself as 1
st
Defendant always
mentioned the transfer funds that she wanted them to pay back as a
result the document dated 25 February with
24 taken out was referred
to which is a document that the deceased signed releasing B[...] from
the debt. It was pointed
out to her to have been dated the same
date the last will was signed and handed to the deceased on 24
February 2016 a day before
the will was signed. The deceased then
signed it on 25 February 2023. B[...] knew that the deceased had a
short time to leave.
The Plaintiff confirmed to have told B[...] on
the 19
th
February 2016 of the deceased’s imminent
demise. It was put to Plaintiff that the deceased had told
B[...] that he
was going to show it to the 1
st
Defendant.
The deceased did show it to the 1
st
Defendant in front of
whom he signed the document and who witnessed the signing. The
Plaintiff indicated that she cannot testify
to the deceased’s
state of mind as she is not a doctor. However, she was aware of when
and what medication was issued and
the amount but as to whether he
took it and how much she cannot testify to that.
[100] It was
pointed that according to the particulars of claim the Plaintiff
wants the 3
rd
and 4
th
wills of January and
February to be nullified or set aside because “the deceased was
suffering from aggressive cancer of
his pancreas and a regular user
of morphine whilst he was overindulging in alcoholic beverages.”
She confirmed that
she always saw the deceased with a glass
next to him, full of whiskey.” The Plaintiff said she was aware
that morphine is
half syrup, and 70% alcohol with a tiny bit of
morphine. The Plaintiff pointed out that the deceased was very lonely
and of very
poor health, he was dying, somebody came into his life
and just took over. The deceased’s friend of forty years could
not
see how he degenerated, lost weight even when there was so may
requests for will changes so close to his death that the Plaintiff
expected the friend to take due care of the deceased. She
collected the morphine from the pharmacy on 28 February 2016 and
B[...] also collected some which she says she returned it the very
next day unopened and unused. The deceased only had 1 tiny bottle
of
morphine and the rest was withheld from him. Little morphine
was issued to the deceased on 8 February 2016. He had a prescription
for 6 months and B[...] only collected it on the 28
th
February
2016.
[101] She
said in relation to the particulars of claim she has uncovered a lot
more information since their issue, she
does not know how much and
when the deceased took the morphine but can testify to the invoices
and the medicine that was issued
to him and all the alcohol
purchases. It was pointed out to her that she said in the particulars
the morphine was taken by the
deceased at the time of making the
wills which is 15
th
January and 25
th
February
2016 and referred to Dr Bond’s report, attached by her so her
own expert that, 1 milligram per milliliter of morphine
was actually
initially prescribed on 4 February 2016 and again on 18 February
2016. She confirmed that there was no morphine prescribed
or
administered in January when the January will was executed or signed.
He was actually on oxycoton and oxynorm which is an opiate.
It was
put to her that their expert Prof Shellock will say a dose of I
milligram per milliliter was very low for every 4 hrs. And
on the day
of the signing of the 4
th
will on 25 February 2016 the
deceased specifically said he was not going to take his morphine in
the morning and he only took his
morphine after the signing of the
will. The Plaintiff said what she knew was that the deceased was
supposed to go to 1
st
Defendant’s office but
couldn’t do the journey.
[102] It was
put to her that the deceased desperately wanted to change his will
and evidence was going to be led by
witnesses to the will that the
deceased was very sick but he was having a normal conversation, there
was nothing wrong with his
mind. The Plaintiff pointed out that the
deceased was not eating and severely malnourished. It was put to her
that Shellock as
an oncologist was going to testify that the pancreas
cancer or enzymes that are used to digest the food, the moment that
the pancreas
attacks or has the result that the enzymes are not
manufactured as they should or not manufactured at all, the problem
is that
a person’s food does not digest, so a person at some
point dies of hunger. So the fact that he lost weight was a natural
effect of his illness. He could not eat and that was confirmed by the
Plaintiff that she just saw skin and bones, especially when
the
deceased lifted his head she could see hipbones and it was upsetting.
[103] It was
put to her that the deceased was however not malnourished by the 2
nd
Defendant as the Plaintiff would like to put it. She said that the
pancreas breaks down the food to be absorbed in the system.
In
relation to denying that the 2
nd
Defendant was not
nourishing the deceased she said what she knows is that the 2
nd
Defendant was stumbling on her feet and slurring out her words whilst
the deceased was crying of pain. She also went shopping to
Johannesburg. She confirmed that the deceased was a frequent alcohol
user and since the passing of his mom in 1966 he liked brandy.
She
has also read on the internet that hard drinking can be one of the
triggers, a cause of pancreatic cancer. She did not know
anything
about the deceased acknowledging to the CANSA nurse that, that was
the cause of his cancer. It was put to the Plaintiff
that although
the deceased was a heavy drinker he stopped drinking in total in
September 2015. The Plaintiff said in May
2015 after his round
trip to Cape Town, the deceased undertook to B[...] to stop drinking
and he did for a while and when asked
when exactly she said in May
2015. She could not dispute that the deceased in September had
stopped drinking and even had the non-
alcoholic champagne or
sparkling wine at his wedding as she was not invited.
[104]
Regarding alcohol in the house it was put to her that the 2
nd
Defendant used to drink whiskey and wine sometime, she never stopped
drinking after the deceased was diagnosed with cancer as she
did not
need to. Also that the deceased did not consume alcohol between the
period January and February until he passed away. The
Plaintiff
said when the deceased started to drink again it was after he was in
hospital for the 8-hour operation that did not go
well. He went home
and was refusing to see the Plaintiff as he had secretly started to
drink again and he was embarrassed and had
hidden that to the
Plaintiff. After the wedding that is 25 October 2015 he openly left
his glass like that, they could all see
it. On 23 February 2016, she
visited the deceased, he told her the drink was too strong they must
pour water to dilute it for him.
It was put to her that it was coke
that he needed to be diluted therefore going to be denied. The
Plaintiff pointed out that it
is on tape, which can be produced.
[105] The
Plaintiff indicated not to know a Mr Potgieter but to have seen from
the financial records of the deceased
that the deceased extended a
loan to a Mr Potgieter which was indicated to have been recovered. It
was put to her that Potgieter
was the deceased’s old friend
with whom the deceased did business and they were also drinking
friends. She said she has never
met Mr Potgieter even though she was
staying with the deceased frequently from 2012 to 2015. It was put to
her that Mr Potgieter
and the deceased used to sit once in a while
and drink a bottle of whiskey and finish it. Potgieter visited the
deceased when he
was sick and was only offered coffee or tea there
was never any drinking. It was put to her that the deceased had a lot
of friends
as a people’s person. The Plaintiff could not
comment to that. Further it was put to her that the people who were
there when
the last will was signed will all testify that there was
no indication of alcohol being present that day. Plaintiff indicated
that
she just knows that the 2
nd
Defendant was always
involved driving him to all the appointments, visiting his friends
and buying medicine, taking over his life.
She had his bank card. She
also paid herself a salary of R2 500 from the deceased’s
account. So she agreed with him that
she will look after him but be
paid an amount of R2 500 per month for doing so charged under medical
bills.
[106] She
also pointed out that the 2
nd
Defendant was totally
involved in the deceased’s life when he prepared, visited and
made the wills. It was pointed
to Plaintiff that the purchases
of the alcohol on 25th Feb 2016, the day of signing of the 4
th
will was at 13:25 and 13: 00 when the will was signed in the morning.
Plaintiff pointed out that a purchase was made on 22 Feb
2016 of a
bottle of whiskey, three days before with liters and liters of
whiskey bought. She was corrected that only 2 bottles
of whiskey
bought, on which she did not deny, on 19 and the other on the 22
nd
February for the 2
nd
Defendant.
[107]
Plaintiff confirmed that the deceased was a hardkopig man who already
by the age of 57 had divorced five times
and still managed to work
very hard and could not be messed with. Plaintiff denied the fact
that the deceased was married to five
women six times means that he
was difficult but instead he was jovial, communicated very well with
women and charming. It sometimes
was embarrassing to the Plaintiff
and B[...] as he would flirt with one of B[...]’s colleagues.
It was put to her that the
1
st
Defendant was going to
testify that the deceased was very difficult sometimes he would do
his own thing follow his own way and
not listen to him as his
attorney. The Plaintiff on the deceased being influenced she said she
just saw the deceased being sick
the whole of 2015, lonely with flu
symptoms that didn’t want to go away, alone and lonely, losing
weight and being
diagnosed with cancer, vulnerable and his
ex-wife after being divorced for 17 years suddenly arriving and
deciding to stay with
him for the operation, and taking over his
life.
[108] The
Plaintiff pointed out that if the Defendants had a problem with her L
& D of 20 November 2020, the Defendants
could have objected. It
was pointed to the Plaintiff that in the 3
rd
will of
January 2016 there is reference to a trust and it was pointed by her
through her counsel that there is no trustee mentioned.
However, in
the next page 8 para 2.1 it is stated that “I appoint as
executor of my will and administrator of my estates
and as trustee of
my trust Mr Morris Porkroy.” He was going to be a trustee
in terms of the will. It was going to be
a testamentary trust
therefore there is no basis for Plaintiff to say there was no trustee
for the trust to be formed. She understood
that the money was going
to be in trust for 10 years after that straight forward distribution
in equal shares. On the January 2016
will there was 2
nd
Defendant’s writing on paragraph 4 page 9. It was put to the
Plaintiff that it was not the original, the original was with
the 1
st
Defendant and it had no writing. The Plaintiff confirmed that she is
not sure what was on the original but however when they were
at the
office, the will presented it had what was added in writing to the
January one.
[109] It was
pointed out that paragraph 4.1 was amended to be the new paragraph 3
on page 14 to specify the vehicle
which was the deceased’s
instruction to 1
st
Defendant to include the vehicle and
the 2
nd
defendant wrote that at the instruction of the
deceased. The 1
st
Defendant duly amended the 4
th
will in accordance with the instruction so confirming that they were
actively involved in the amendment of the will. The Plaintiff
agreed
with the suggestion and said the 2
nd
Defendant actually
lived there, present all the time and was actively involved in the
drafting of the wills. She confirmed that
she was excluded. It was
pointed out that there are no notes to the Plaintiff’s
exclusion its only around the assets and
that deceased verbally told
the 1
st
Defendant to exclude the Plaintiff and the
exclusion not written by anybody, which the Plaintiff could not
confirm except to say
she only knows of the wishes of the deceased
for the sisters to share. According to Plaintiff it was B[...] that
made comments
about closing the book with the 2
nd
Defendant and not wanting anything to do with her. She got along with
the deceased. The deceased had two biological daughters
and has
wished equal shares for his daughters before the illness diagnosed
and limited life expectancy on 9 September 2015.
[110] It was
put to her that the testimony by 2
nd
Defendant was going
to be that it was not uncommon for the deceased to give instructions
to another person when there is paperwork
to be done, which he did
not like doing, this time to 2
nd
Defendant and say that
complete this form, fill in this paper to the bank, fill this form
for the pharmacy which is how the deceased
worked. Plaintiff denied
that the deceased has ever made her fill in any forms or complete any
papers of whatever kind for him
which he was able and willing to do.
[111] On the
deceased meeting the 2
nd
Defendant for the first time she
indicated that it was the 2
nd
Defendant’s parents
that were farmers, farming in cattle and Plaintiff not aware of the
2
nd
Defendant being involved in cattle. It was put to her
that the 2
nd
Defendant had her own stud of cattle when the
2
nd
Defendant and the deceased fell in love and got
married, staying married for six years until their divorce. The 2
nd
defendant divorced the deceased because of his excessive drinking in
1998 (which is 5 years, not 6). After they got divorced, two
weeks
thereafter the deceased tracked the 2
nd
Defendant down
where she had other work or business with a bunch of flowers pursuing
her again. Plaintiff denied the deceased being
a flower buying person
or perfumes and only remembered an incident of someone who bought the
flowers for him to take on valentine’s
day because someone
broke his heart. She was working in Mauritius from 2000 to 2012 and
had limited contact with the 2
nd
Defendant who came to
Mauritius once for 5 days.
[112] It was
put to her that after 2 years of dating again the deceased and 2
nd
Defendant moved back together in a farm for 3 years at the time the
Plaintiff was in Mauritius. They continued in a long distance
relationship which the 2
nd
Defendant referred to as
“living apart together.” She came back in 2002 to attend
the deceased’
s 60
birthday and was not aware that after their
divorce they were now in a secret relationship until he was diagnosed
with cancer.
What she was aware of is that she once came back from
Mauritius and the deceased was suffering from a rib injury and he
said he
was trying to stop the 2
nd
Defendant from removing
his cattle from the farm and she hit him with a truck. The injury
took some time to heal. The 2
nd
Defendant was called out
to take him to hospital and she didn’t. The 2
nd
Defendant was also in the Cape with businesses and the deceased would
go down or she will come up. He however had other relationships,
one
with a woman with two sons and had a key to her apartment. He lived
with the woman with whom he had a very good relationship.
The
Plaintiff’s mother also had a relationship with the deceased
from 2009 to 2011 living together in the estate until 2
nd
Defendant came back and stayed in his bedroom. That is when the
depression started with deceased locking himself in the room and
leading to some tension between the deceased and the mother. The
Plaintiff sorted out accommodation for the mother. When the Plaintiff
relocated in 2012 she lived with the deceased who helped her to
relocate. He had already built the new house and a new car she
did
not know about.
[113] It was
put to her that the deceased and 2
nd
Defendant had an open
relationship so she was aware of the deceased having other
relationships and she also had two relationships
during that time.
However, there was contact right through. She therefore did not just
appear from nowhere when he had cancer they
had contact over the
years. The Plaintiff said the 2
nd
Defendant got keys to
the Mini mart and to the Pringle Bay property in 2005. The deceased
said the 2
nd
Defendant would then contact the deceased for
business advice. The deceased would sometimes drive there to assist
the 2
nd
Defendant. The Plaintiff suggested that since it
is a long drive the deceased should consider flying and start
charging the 2
nd
Defendant for the advice. She got a
message that the 2
nd
Defendant was actually not making any
profit but losses. She had books to prove that the deceased was
advising the 2
nd
Defendant on her businesses and
statements prepared by the deceased that indicate that in 2010 the
2
nd
Defendant was suffering a loss. The deceased was a
kind of man if you ask him something he would assist. She approached
the deceased
for money not wanting her parents to be aware that she
was struggling. She wanted to get rid of mass mart. The 2
nd
Defendant‘s parents expected an offer and the deceased made a
very low offer being not interested. The deceased was struggling
to
recover a loan extended to her. A lawyer’s letter was
written for repayment of the loan.
[114] It was
put to Plaintiff that the deceased asked the 2
nd
Defendant
a lot of times to marry him but she refused as when they were married
he misbehaved and when they are not he had a proverbial
sword over
his head and had to act in a more decent manner. So this way the
relationship continued until he was diagnosed with
cancer on
August/September 2015. The Plaintiff responded that she witnessed the
deceased have a cordial relationship with the woman
he had married
who was 23 years younger than him. The deceased also stayed with the
Plaintiff’s mom for some time long after
they divorced. He had
a cordial relationship with all his wives. It was put to her that
when the deceased was diagnosed with cancer
he called the 2
nd
Defendant whom he called Saartjie to come home. According to
her the 2
nd
Defendant came to visit. But instead she moved
into the deceased’s bedroom when two guestrooms were prepared
for her and
whilst the 2
nd
Defendant’s sister stayed
down the road
.
[115] It was
also put to Plaintiff that deceased told the 2
nd
Defendant
that he wanted a younger wife so that they can look after him in his
old age. So when he got sick he married the 2
nd
Defendant,
he wanted her to be there. Plaintiff pointed out that the deceased
had married a woman 24 years younger than him so
the 2
nd
Defendant was only 14 years younger, he always married down in age.
It was the 2
nd
Defendant who insisted to stay there and
dismissed the Plaintiff’s services. She did not want to
see the Plaintiff
there
.
She completed forms that the
Plaintiff had done already, insisted on seeing the doctors’
rooms. She asked the deceased if
she could stay for the operation.
She wanted to be there for him. In other words, not the other way
around. It was put to her that
the deceased knew that he has a
limited time and wanted a few things done, including marrying the 2
n
Defendant, and being buried with his mother and a third thing that is
forgotten. The Plaintiff did not comment on that. (It was
the
Plaintiff who suggested the double burial to the deceased which the
2
nd
Defendant did not appreciate)
[116]
Furthermore it was put to the Plaintiff that the 2
nd
Defendant is going to deny that she ill-treated, neglected or poured
water over the deceased. The Plaintiff said she could only
testify to
what she saw, which is injuries on the deceased body and did not know
what happens behind closed doors. She said she
witnessed the
deceased’s personality change as soon as the 2
nd
Defendant walked through the door, he was walking on egg shells,
trying not to upset her. The same deceased who was flirting with
the
nurses when he was at the hospital on 25 and 26 August 2015 when he
checked himself into hospital. His personality just changed.
B[...]’s
testimony
[117]
B[...]’s testimony was that when the deceased divorced
their mother I[...], she and the Plaintiff were 3 and 6 years old
respectively.
He got married to another woman with their mother going
through struggles with regard to maintenance and seeing the deceased
until
he married the third wife when a relationship developed again
with the deceased. The deceased asked for B[...]’s opinion
before the deceased married the 3rd wife, C[...], who was way younger
then him. She had thought it would not last as she would want
children whilst the deceased was adamant that he did not want any
more children. The deceased was married to C[...] for four to
five
years and to the 4
th
wife for 9 years. After C[...] the
deceased asked the Plaintiff to stay with him. He could not be on his
own. They stayed together
until the deceased met the 2
nd
Defendant whose parents were farmers.
[118] B[...]
corroborated the Plaintiff on how the two met, the 2
nd
Defendant being introduced to the deceased by her father. She said
when the deceased introduced the 2
nd
Defendant to her she
was skeptical as she did not believe that the 2
nd
Defendant was the right person for the deceased. B[...] was at
college at the time. The deceased visited her at the college and
asked her what she thought of the marriage. The 2
nd
Defendant had told the deceased that she was pregnant and he had
thought that was the right thing to do to marry her. She told
them
later on that she had a miscarriage. The 2
nd
Defendant had
a daughter with whom she moved into the deceased’s house and
also stayed with the Plaintiff. There were quite
some problems when
they stayed with the Plaintiff, the latter had to leave the house.
The 2
nd
Defendant was saying things about the deceased at
his business, the shell garage, that the deceased gave her genital
sicknesses.
The Plaintiff stood up for the deceased. The 2
nd
Defendant skipped a red robot and made an accident. She blamed it on
the Plaintiff.
[119] All the
time they have known the 2
nd
Defendant there was something
going on between her and the Plaintiff. The marriage did not last
long. There was a lot of years
when they were apart. Shortly
after the divorce she came and stayed with the deceased at the farm
for a while and they separated
for a while for nearly 20 years or
over 17 years not being part of each other’s life. When she
came back she just went on
to live with the deceased. They knew each
other and the 2
nd
Defendant would ask for advice from the
deceased and also borrowed money. The deceased would be in a car or a
flight to go and
help her, that is his personality, he did not like
people to suffer. The deceased told her about it. She knew they were
not together
because the deceased had other girlfriends that he
introduced her to. She collaborated the Plaintiff’s evidence
about I[...]
selling her house and happily staying with the deceased.
Everything going so well, with W[...] and herself happy too until
when
the 2
nd
Defendant suddenly turned up, the deceased
and the 2
nd
Defendant locked themselves in the bedroom.
She told the same story as how it ended after the deceased went to
Cape Town and coming
back being a different man, drinking too much,
fighting with I[...] who then moved out.
[120] There
were other incidents were the 2
nd
Defendant had phoned her
to come and help the deceased because he was dying or would phone her
to tell her how bad the marriage
was. She one time had to take her
sick child to T[...] to their farm to help them and was at the
hospital the whole night because
the deceased felt the 2
nd
Defendant was not good for him. The Plaintiff took him to all his
appointments and made sure that everything was going right. She
was
there for the deceased doing everything. Also, at the time when the
deceased fell from the train and his skull was broken.
The Plaintiff
went to Durban to fetch the deceased. They did not think the deceased
was going to survive. The Plaintiff was still
very young at the time.
So always when she was concerned about the deceased, the Plaintiff
has come and helped him. B[...] was
working and the Plaintiff was not
working so could do that stuff. However, the Plaintiff had just
started with her studies and
to work when the Plaintiff went to fetch
the deceased from Durban and saw to it that everything was ok. B[...]
was not sure when
the Plaintiff had time to do all that. The deceased
was badly affected by the accident. He thereafter could not stand the
noise
and told the nurses his shoes made his head sore.
[121] The 2
nd
Defendant came just after the deceased was diagnosed with cancer.
They one day found her at the hospital, she was not aware that
she
knew of the diagnosis. The deceased asked the Plaintiff to assist the
2
nd
Defendant with her bags. The deceased told B[...] and
the Plaintiff that the 2
nd
Defendant was there, for the
money. On the day they were at the hospital before the deceased’s
operation, the 2
nd
Defendant stayed there by the
deceased’s bedside. The 2
nd
Defendant kept on
holding the deceased’s hands and kissing him. However, B[...]
and the deceased had a close relationship
that they just had to look
at each other and knew what the 2
nd
Defendant was up to or
trying to do. The Deceased also liked to send people away so that he
can discuss something in their absence.
So the 2
nd
Defendant was sent away by the deceased, saying that the 2
nd
Defendant must go home early as he does not want her to drive in the
dark. After the 2
nd
Defendant has left the deceased told
B[...] why 2
nd
Defendant was there. The 2
nd
Defendant never went back to Cape Town. After the operation the
doctor came and told them exactly what was happening with the
deceased, that he cannot help him and has maybe up to six months to
live.
[122] After
the deceased was discharged they went home and had a discussion as to
who was going to look after him. The
2
nd
Defendant wanted
to be there, wanted to stay. The deceased’s house was close to
her house. After the deceased sold his farm
he wanted to stay near
her and her family. He came and stayed at Eco-Glen, in their security
estate. The deceased wanted to stay
close to them so that he can see
the only grandson he had and adores very much, grow and also wanted
them to be safe. They exchanged
keys so that if the deceased had any
problems the Plaintiff could go in and help and if she has problems
he can also come and help.
That is how close they were. When
the deceased was sick in hospital his grandson cut the grass at the
deceased’s house.
The grandson had to go through the house. She
would also go to the deceased’s house, by going through the
garage to go into
the house. The deceased would know when she would
be coming.
[123] After
the deceased was diagnosed with cancer she did it more often. It was
then that the 2
nd
Defendant came to stay with the deceased
and they would buy a lot of alcohol. So 2
nd
Defendant was
not concerned that the deceased has just been diagnosed with cancer
and had a huge operation. She was afraid that
it was going to happen
again as it was proven over the years over and over again. So the
first time she went inside the house and
she saw a glass full of
alcohol next to the deceased she knew that they were going down that
road spiraling downwards again. She
knew about the huge amounts of
alcohol the deceased and the 2
nd
Defendant bought. When
the deceased went down with depression he usually would drink again.
He was however winning this time before
he was diagnosed. It
was going good and knew about that because she visited him more
often. But when she came and saw the
bottles of alcohol, and one day
the deceased asked the Plaintiff to pour in a little bit of coke
because it was too strong for
him she knew that it was alcohol. At
one time she was very upset because they had phoned W[...] to buy
alcohol for them. She found
out because she one time phoned the
deceased and 2
nd
Defendant from Dischem to find out if
they needed something from there. They told her that they
forgot to ask W[...] whom
they have sent to buy them alcohol to also
bring coke, and asked her to bring it. It upset her tremendously.
[124] Prior
to that, the deceased became ill and told B[...] he had a stomach
ache. She took him to the doctor, thinking
that he had something
else. The deceased did not get better, and was therefore tested to
see if it was an allergy reaction. She
phoned the Plaintiff as still
the deceased was not getting better. The Plaintiff took the
deceased to the specialists and
that is when they realized that he
has got cancer.
[125] In
relation to the wedding she was very upset as the deceased always
discussed with her any potential marriages
wanting to know her
opinion. However, this time she was informed by the 2
nd
Defendant who told her that she needs to go and get her documents
certified as they were getting married and the deceased insists
that
B[...] be at the wedding. She was hearing for the first time of the
word wedding. When she told the 2
nd
Defendant that she
knew nothing of it, the 2
nd
Defendant screamed at her and
told her that there is nothing she can say. They have already made
all the preparations and getting
married that Sunday. The 2
nd
Defendant told her she was the only one invited, neither the
Plaintiff not her son was invited. If she wanted to bring
somebody
she could bring her husband. At the church on Sunday the
deceased was shivering like a leaf in the wind and struggling to
stand
up. She took him aside and they sat on a bench. She asked him
not to get married and he was worried about how it was going to look
if he doesn’t since everybody was there. On the Saturday before
the wedding B[...] went to the
deceased’s house and wanted to speak to him about her
concerns, but the 2
nd
Defendant was there all the time.
[126] She was
concerned because from the day they had married the first time the
2
nd
Defendant told her and also the Plaintiff that she was
going to make sure that her and the Plaintiff inherit nothing from
the deceased.
The other time she said that was when W[...] was small
and the deceased had taken him on a ride on a tractor. The 2
nd
Defendant started talking badly about the Plaintiff. She defended the
Plaintiff then the 2
nd
Defendant vowed to make sure that
she does not inherit anything as well. So she was overwhelmed by all
this. Some people were concerned
wanting to know how she felt about
the wedding. The 2
nd
Defendant overheard her saying that
you do not marry a man on his deathbed
.
The 2
nd
Defendant then reminded her of what she had said about the
inheritance and told her that she will make sure it does happen, she
inherits nothing. As to the Plaintiff everybody knew that the 2
nd
Defendant despised the Plaintiff. The 2
nd
Defendant had
made sure that the relationship between the Plaintiff and the
deceased was terrible. B[...] said when she came to
visit she will
come in first and tell them that the Plaintiff was there they would
like to talk to the deceased alone. The 2
nd
Defendant
would then excuse herself and go to the bedroom. If the 2
nd
Defendant came back whilst they were talking the Plaintiff would
excuse herself. It upset her as the Plaintiff did not have much
time
with the deceased. The deceased also did not like it and told B[...]
that he preferred the Plaintiff to visit him when the
2
nd
Defendant was not there or rather phone him. He did not like the
fighting and the noise as he was in pain.
[127] The last ten
days before the demise of the deceased, she was upset about the way
the deceased was cared for. He was
left sitting in the couch but
sliding down. It was not easy to put him up straight or to move him
up. They struggled with him.
He was also not bathed for days and
smelling. One day when she was there she realized that the deceased
had a hole on his arm which
looked like a poke hole. The deceased
told them he fell. She therefore asked the Plaintiff to get help for
the deceased. The Plaintiff
phoned the Hospice to try and get a bed
for him but the deceased did not want to go to hospital so they tried
in vain to get a
bed for him for use at home. One of the days B[...]
was there the deceased begged her for morphine and she couldn’t
help
him as the 2
nd
Defendant had hidden the morphine and
told B[...] that she will decide when to give the deceased the
morphine. The explanation
was that the deceased would take too much
or take it with alcohol. One time during the visits when the deceased
was begging for
the morphine, the 2
nd
Defendant brought it
in a syringe. The deceased went backwards when the 2
nd
Defendant came closer to him with the syringe and shouted “not
in my face.” He looked a little bit confused. B[...]
couldn’t
understand what was going on. The 2
nd
Defendant also
during that time one day called B[...] and the Plaintiff because the
deceased had fallen, he was lying on the ground
next to the chair,
curling with pain not wearing any clothes except for a t shirt.
B[...] and her husband picked him up and helped
him back to the
chair.
[128]
Although the 2
nd
Defendant had undertaken to look after
him right from the first day when the deceased came home after the
1
st
operation. The 2
nd
Defendant poking fingers
at B[...] had undertaken to look after the deceased after B[...] had
offered to do that by either taking
leave or relieving the 2
nd
Defendant in the afternoons so that she can do her rounds. Most of
the times when they came to see the deceased in the afternoon
he
would be left alone and they would not find the 2
nd
Defendant at home. The 2
nd
Defendant would be gone for a
long time already leaving the deceased at home alone and without pain
medication. She got the deceased
a bedpan which was never used.
B[...]’s husband and W[...] offered to come the next day and
put the deceased under the shower
but the deceased refused saying he
cannot handle the pain. The 2
nd
Defendant had refused the
hospice help. Also when they were at the house they were not
allowed to go anywhere. They were
not allowed to go to the kitchen or
use the toilet because the 2
nd
Defendant would be upset.
The sister once used the toilet and she was accused of being
responsible for the disappearance
of the deceased’s valuables.
The Plaintiff’s flowers bought for the deceased were thrown
into a dustbin and B[...]’s
were removed.
[129]
Regarding the wills B[...] said she was only aware of the 1
st
will which she has kept in her safe for some time at deceased’s
request before he was diagnosed with cancer. The deceased
requested the will back after his diagnose and the first operation
and also 2
nd
Defendant’s return. She knew nothing
about the 2
nd
will and heard from the Plaintiff about it
who also was informed of it by the deceased’s sister. It did
not worry her so
much. She thereafter then heard that since the 2
nd
Defendant came, there has been three different wills. She also
confirmed that during her visits at the deceased’s house she
recorded some of the conversations she had with the deceased. In one
of the recording indicated to be of Friday 19 February 2016,
she was
telling the deceased how upset she was about the wedding then the
deceased replied that he was upset that the Plaintiff
was not at the
wedding because the Plaintiff did not like him. She then told the
deceased that the Plaintiff was not invited to
the wedding and 2
nd
Defendant had told her to make sure that the Plaintiff is not there.
The deceased thought the Plaintiff did not care about him.
It
happened also that a day before W[...]’s birthday, they went to
visit the deceased. They found him alone and in pain,
his condition
made B[...] very angry and she told the deceased that if he passes
away, the 2
nd
Defendant must go back to Cape Town, she
does not want anything to do with her.
[130] There
was also a time that deceased was trying in vain to get hold of his
attorney of 40 years, the 1
st
Defendant so as to cancel a
purchase of an ML vehicle the deceased bought. The deceased was
very happy to see them and did
not want them to leave. Usually when
they are there the 2
nd
Defendant would be there. So they
could not discuss the things she wanted to discuss with the deceased
and how she felt about the
whole situation. The 2
nd
Defendant had told them that the deceased was drinking alcohol. He
would wake up at night and go to the cupboard to get the alcohol.
The
2
nd
Defendant therefore hid his pain medicine, the
morphine, so that he should not drink it with alcohol and she decided
when to give
it to him. She did not want him to get used to the
medicine. At the end, on the last of the few days, the deceased told
her
that he does not have anymore. She then bought him more of the
medicine. Sadly, on the day he passed away it was found unopened.
She
took it back to the pharmacy. On 21 February 2016, he asked for pain
tablets and it was the syringe story. All this time the
2
nd
Defendant had told the deceased that he was actually not sick. The
deceased then confronted B[...] and wanted to know why she keeps
on
saying he was sick when there are only two dots shown on his sonar.
B[...] was disappointed.
[131] According to
B[...], the Plaintiff was not welcome there so she asked the 2
nd
Defendant to let the Plaintiff come in and see the deceased. The
Plaintiff had to wait inside the garage. 2
nd
Defendant then went to the bedroom. However as soon the Plaintiff was
there and started to talk to the deceased, the 2
nd
Defendant came back and kept on interfering. The Plaintiff than
calmly just stood up and went to stand on the verandah, when the
Plaintiff came back, the 2
nd
Defendant gave the deceased a
long kiss just to irritate the Plaintiff and went to the bedroom.
Just when they were in the middle
of the conversation she would come
back again. The Plaintiff was talking to the deceased about
people who wanted to look
after him when the 2
nd
Defendant
barged in and told the Plaintiff that everybody is welcome and even
I[...] can come and visit. The Plaintiff was upset
because it looked
like she had an appointment and that didn’t work. At least
B[...] had a key and the sister did not’
have to wait at the
garage. The deceased was happy to see B[...] and spoke highly of the
Plaintiff. He was very proud of the Plaintiff’s
achievements.
At some stage the deceased was telling everybody about the
Plaintiff’s accomplishments and she felt left out.
The
Plaintiff was always there for the deceased and suddenly she could
not do so anymore and she has to make an appointment to
see the
deceased. B[...] had to take her through. The Plaintiff was therefore
upset.
Money owed and Will
[132] On 24 February 2016
B[...] was there at the deceased’s house when the deceased
informed her that he was going to change
the will. He told them he
changed it but was going to change it again and his attorney the 1
st
Defendant was getting tired of him. The 1
st
Defendant was
going to come to the house. The deceased said he asked the 1
st
Defendant to come to him. He asked W[...] what he was going to do
with a R4 Million-rand inheritance. He then said maybe he should
give
the whole estate to B[...] because he knows that she will give it to
all the people around her that need it. She told him
she just wants
time with her father and he can do whatever he wants with his money
and is not interested in the money. She then
heard that the deceased
had to go to the 1
st
Defendant but he could not go. He was
not feeling well. The 2
nd
Defendant made another
appointment.
[133] She
confirmed that the 1
st
will dated the 14 May 2014 was the
one she kept in her safe. In terms of that will B[...] and the
Plaintiff would have been equal
heirs. She knew nothing of the 2
nd
will that was dated 8 October 2015. She heard about the 2
nd
will from the Plaintiff who also had been informed about it by the
deceased’s sister that in term thereof W[...], her son
and the
2
nd
Defendant were also going to inherit and the Plaintiff
was excluded. She did not know anything about the 3
rd
will
dated 18 January 2016. According to that will, she, the Plaintiff and
the 2nd Defendant could have inherited from the deceased.
She also
was not aware of the 4
th
will signed on 25 February 2016
in terms of which the 2
nd
defendant and herself are the
only heirs. She however thinks that what represents her father’s
will is the 1
st
will. Even though her son is not mentioned
she knew how the deceased felt about her son and knew she would look
after her son.
So she was satisfied with the 1
st
will that
it represented the deceased’s will. At the 1
st
Defendant’s office, just before the 1
st
Defendant
came she caught the 2
nd
Defendant’s eye and she
winked at her. She knew that she was not going to be written out of
the will.
[134] B[...]
confirmed that she owed the deceased an amount of R130 000. She also
confirmed that she swopped houses
with the deceased and the money was
for the transfer fees that she could not afford. She was supposed to
pay the money back to
the deceased. It was however long before he was
diagnosed that they agreed that she no longer owes the deceased
anything but if
she wants to pay it back she can. When she heard
suddenly that the 2
nd
Defendant said she owed the deceased
money she asked the deceased if anything has changed. The deceased
said nothing has changed.
She however put it in writing and
asked the deceased to sign, knowing the 2
nd
Defendant. She
could not remember the date but the recording referred to 24 February
2016.
On alcohol
[135]
According to B[...] the deceased and the 2
nd
Defendant did
not know when to stop when they started. They would drink so much
that they would pass out. Whilst they were at the
farm, the 2
nd
Defendant one time called her alleging that the deceased hit her.
Whilst the deceased said the 2
nd
Defendant fell asleep in
the bathroom. She stumbled forward and hit her jaw or her head on the
side of the bath. It was very bad.
Another time she had to drive all
the way from Centurion to the farm in the Waterberg to take the
deceased to hospital. He was
not doing well and put on a drip. The
2
nd
Defendant was not doing well as well. One time the
deceased asked W[...] a day before his birthday to bring him a slice
of his
cake or a milk tart on his birthday. W[...] and the girlfriend
went over to the deceased’s house and they could not stay,
both
of them upset. They told her the deceased was crying for his medicine
and the 2
nd
Defendant could not give it to him. They
looked all over for it and could not find it. She took it they were
drinking. She was
also aware that on the day of the deceased’s
funeral there was a lot of alcohol.
[136] She
confirmed not to have seen the deceased on the morning of 25 February
2016 the day the will was signed, as
she was at school. On the day
she saw the deceased on 24 February 2016, he was a little bit
confused. He would talk about stuff
and then stop not sure what he
was talking about. He was not smelling good. After he passed on she
had to wash his blankets a few
times because of the stench. He smelt
very badly because for some time he did not have a bath. She would
not sit close to him.
Also because he was in pain he would say
she must not touch him, he will touch her. She has also seen
the 2
nd
Defendant put a glass of alcohol next to the
deceased who will then drink the alcohol. She could also smell the
alcohol from his
breath. It happened very often.
[137] Under
cross examination B[...] testimony was that on the 24 February 2016
when the money owed to the deceased
for the transfer fees was
discussed she already had the documents for the deceased to sign so
that nobody knocks on her door after
his passing. She indicated that
it was a matter that was coming a long way but did not confirm if
that day she was comfortable
that the deceased knew what he was
doing. She kept on hearing that she owed the deceased money and that
was not the deal she had
with the deceased and wanted to put
everything to rest. She drafted the documents because she was fed up
(although it had legal
consequences) and she asked the deceased to
sign it on that day. She accepted that if the deceased signed
it and he was not
in a legal state of mind to do so then it is not
worth the paper it is written on. She confirmed that she still did
not think the
deceased was in the right state of mind and he was in a
lot of pain. She asked him because of the 2
nd
Defendant
who kept on saying she owed the deceased money when the 2
nd
Defendant was the one who owed the deceased money. She confirmed the
conversation she recorded between the deceased and her son
W[...]
when the deceased was advising W[...] how he can buy a house with the
R4 Million without getting into a debt and how much
he will pay for
the transfer costs. B[...] admitted that the discussion was
that of a normal person with full cognitive functions
and the
deceased was making sense.
[138] It was
put to her that the deceased also said to her he had changed his will
and changed it again. He was going
to change it again. He said that
to her three to four times. The deceased further said the 1
st
Defendant must be tired of him but he was going to change it again.
It was further put to B[...] that in actual fact the
instruction was
already issued out to the 1
st
Defendant 6 days before
(that is on 18 or 19th February) to change the will, the deceased
arrived at the 1
st
Defendant’s office and gave
instructions for the will to be changed
.
The only thing
missing was the signing of the will (to be testified to by 1
st
Defendant), being clear of what he was going to do and he indeed
signed the next day. It was put to B[...] that 5 or 6 days
before then the plan was that the deceased was going to go to the 1
st
Defendant’s office on 25 February to sign the will but instead
the deceased asked the 1
st
Defendant to come to the house
as he was not feeling well. They found the other witness (Mr Puth) at
the house who is the estate
manager. B[...] said she did not know
what motivated the deceased to change his will. She said she was not
convinced that the deceased
knew what he was doing because he was
distraught, asking things like if the Plaintiff was really his
daughter. That was not really
her dad that she knows.
[139] On the
transcript she confirmed that it was completed on 7 June 2016. B[...]
recorded the conversation on her cellphone
also the people at the
wedding and she said she did that for the Plaintiff who was not
invited. She was very cross and she switched
on her recording. She
did not record the proceedings when the wedding started as she was
waiting for the Priest to ask if there
was anything anybody wanted to
say but she did not. She was waiting because the deceased was in
agony. She could not confirm if
she had the full discussion and its
context recorded because she did not read everything. Plaintiff
made the notes. It was
put to her that it cannot be admitted because
it is not known what was said before and sometimes after and
therefore no context
can be attributed to the conversation. After all
the discussion cannot be a clear reflection of what was said in that
house that
day. The Defendants were prepared to accept the typed and
unedited version they had, but were not prepared to accept that it is
in full context of what was said and they do not admit that the
handwritten amendments are correct. B[...] said when she came in
she
could see the state of the deceased, she was not taken care of, not
bathed, skinny. The 2
nd
Defendant was not there and she
would hide the deceased’s medicine. From October 2015
until the day the deceased died,
he was neglected.
[140] She was
also referred to a conversation of 21 January 2016 wherein she said
she was there for the deceased who
is the most important person in
her life when the 2
nd
Defendant also confirmed that the
deceased is important to her too and that is why she was there but
that the deceased did not
want to go to hospital. According to the
recording B[...] then confirmed that the hospital is not a place for
him, he should not
go. The 2
nd
Defendant also confirmed
that the deceased did not want to go to Hospice. Then B[...] pointed
out that the Plaintiff did not want
that for him. The 2
nd
Defendant then said the deceased can just stay there with her.
The 2
nd
Defendant said they are going to stay there as
long as they want and the deceased at peace with that. B[...] pointed
out that it
is going to be difficult. 2
nd
Defendant said
that they ask R250 00 for each day they come out to help. The
deceased was going to stay. It was put to B[...] that
if the
relationship was strained to the extent that is alleged by her and
the Plaintiff, the discussion would not have occurred.
Also if
the deceased was not cared for as they allege they would not have
left him there in that manner.
[141] B[...]
denied that she was under the circumstances satisfied except for the
bed. She said the discussion was about
whether or not they should get
a person to help him wash, go to the bathroom, feed him which they
wanted for him but the 2
nd
Defendant kept on saying the
deceased does not want to go to hospital. So they said they did not
want him at hospital, because
he did not like hospitals but they
wanted him to be cared for properly at home, to be comfortable, have
a bed instead of a couch.
It was put to B[...] that the
deceased found it difficult to sleep on his bed and found the couch
more comfortable and that
is why he slept there. The 2
nd
Defendant will testify that the bed was actually ordered and was to
be delivered on 1 or 2
nd
of March and unfortunately the
deceased passed away. B[...] reiterated that they saw that the 2
nd
Defendant was struggling and wanted to help their father.
On the alcohol
[142] It was
put to B[...] that there is nothing said about the alcohol in the
typed recording, so she and the Plaintiff
tried to bring it in but
there is nowhere that alcohol or word whiskey is mentioned except for
the handwritten note by the Plaintiff.
The fact that he was drinking
alcohol therefore disputed as he was suffering from pancreas cancer
which inhibits the production
of enzymes that helps with the
digestion of food. Counsel made submissions that cancer causes the
pancreas to malfunction and not
produce the enzymes as accepted. The
sufferer struggles with eating and the digestion of food. Also with
drinking and would preferable
for water eat ice cubes because they
cannot retain water. They would therefore not be able to drink
alcohol in large quantities.
The version of the 2
nd
Defendant being that the deceased stopped drinking when he was
diagnosed with cancer. B[...] was adamant she saw the deceased
drinking.
[143] B[...]
was then referred to the recorded discussion she had with the
Plaintiff expressing how much she hated the
2
nd
Defendant
and would not want anything to do with her after the deceased’s
passing due to the bad influence she had on the
deceased. It was also
pointed to B[...] that the deceased’s response was that he did
not want to hear anything about the
2
nd
Defendant and he
then cried. You know daddy is a sucker for crying. She said she was
referring to the discussion they had when
she was 21 years old. It
was put to her that the Plaintiff said she felt nothing for the
deceased, nothing as he feels nothing
for their pain. She indicated
that, that was said after a fight the Plaintiff had with the 2
nd
Defendant. The deceased was taking the 2
nd
Defendant’s
side. And did not want to listen to the Plaintiff. She was asked
about the fight that the deceased had with the
Plaintiff around the
18
th
or 19
th
February 2016, after Plaintiff
visited Dr Bond, due to the fact that the Plaintiff came back and
told the deceased what Bond had
told her. B[...] argued that it was
more of the 2
nd
Defendant who was upset rather than the
deceased.
[144] She
also indicated that a day before the deceased signed the Will, on 24
February 2016, B[...] had asked
that the Plaintiff be allowed
to come in and see the deceased to keep peace. She was told that it
implied that there was no peace
between them at that stage. She said
they were planning to go to the 1
st
Defendant the next day
at 10h00 as indicated by the 2nd Defendant. She could remember that
the 2
nd
Defendant was saying he was not going to give the
deceased his medicine at 6 as they have to be at the 1
st
Defendant by 10:00. B[...] agreed the deceased was in pain and they
consciously decided he was not going to have the morphine until
he
signed. He ended up with the 1
st
Defendant coming to their
place as the deceased was too weak to go there.
[145] B[...]
confirmed that the Plaintiff always stayed with the deceased and
assisted him during the periods that he
did not have a wife. The
first wife, I[...] also stayed with him to assist him. Once he got
married he always pushed the children
aside. B[...] pointed out that
when the 2
nd
Defendant came for the last time the deceased
commented to them that the 2
nd
Defendant was there for the
money. It was put to her that 2
nd
Defendant’s
testimony was going to be that, when the Plaintiff and B[...] visited
the deceased at the farm the deceased also
said to the 2
nd
Defendant, she and the children were there for the money, which
B[...] denied.
[146] It was
also put to her that the 2
nd
Defendant is going to deny
that deceased drank alcohol and asked it to be mixed with coke but in
the last couple of days preferred
to drink coke mixed with water.
B[...] denied that and reiterated that they could smell the alcohol.
It was also put to her that
the 2
nd
Defendant still allege
that the old t-shirt the deceased was wearing was due to him
preferring that t-shirt not because he was
being neglected. B[...]
confirmed that they got back the clothes they bought for him still in
tags, however commented that 2
nd
Defendant could have
washed the T shirt at least. The 2
nd
Defendant was also
going to testify that when the deceased fell and B[...] was called at
night to come and assist it was because
of the couch that was a
little bit slanted because he preferred sleeping and sitting on it.
He tried to go to the bathroom and
he slipped. He liked to walk
around in the house without underwear. According to B[...] both of
them did and he was bought a bedpan.
B[...] also said she was not
aware of the October will.
[147] On
re-examination she said the deceased told her on the 19
th
January 2016 that he had sold most of his belongings and had made
sure that she and the Plaintiff will thank him for looking after
them
in their old age. He also said he would like B[...] to give effect to
the will. According to her it was strange because the
1
st
Defendant was the executor of the 1
st
will and other wills
and the deceased knew the 1
st
Defendant for many years.
The deceased told him that he was friends with the 2
nd
Defendant and in contact with each other. It was 17 years since he
divorced the 2
nd
Defendant. B[...] said he asked the
deceased why he wanted to marry the 2
nd
Defendant.
Deceased shrugged his shoulders and pointed at the 2
nd
Defendant, saying the 2
nd
Defendant wanted to get married,
he did not care
.
The deceased said he thought about the 20
years she was in his life, she came and fucked up his life. He
also lived his own
life but was full of sheet.
W[...] H[...] B[...].
[148] W[...], who
is an internal auditor, testified that he was loved by the deceased,
his grandfather and he also loved the
deceased who stayed up the
road. He could go and see him anytime except when the 2
nd
Defendant came. He could not just go there anytime anymore. He used
to go and mow his lawn and sort out his garden by making sure
the
garbage bins are sorted. He would then go in and greet him. He
confirmed that the deceased drank alcohol and was once sent
by the
deceased and the 2
nd
Defendant to go and buy alcohol at a
bottle store. He had also seen the deceased drink and get drunk, even
after he was diagnosed
with cancer. He has seen the 2
nd
Defendant drink wine or any alcohol. She has also seen the 2
nd
Defendant being off balance, off her feet, with a slurry speech and
walking into walls due to drinking alcohol. The deceased would
all
the time apologise and make excuses on her behalf. He also visited
the deceased on his birthday, he had asked him to bring
him a slice
of a milk tart which was both their favorite. They found the 2
nd
Defendant drunk. The deceased was apologizing that they had to
see this and continued to make excuses for her. He also once
went to
see him on his way to the matric dance. They were talking and had
come to take photos but the 2
nd
Defendant was all over and
making it awkward for them because they did not feel that she was
part of them.
[149] Under cross
examination it was put to him that the 2
nd
Defendant
suffered from a condition called hyper mobility syndrome, meaning her
joints are a little bit loose more than that of
an average person. It
also had an effect such that she does not walk like a normal person.
So if the 2
nd
Defendant was unstable on her feet it was
because of that condition. This was not put to the Plaintiff or
B[...]). W[...] accepted
that the deceased could be hardheaded and
stubborn sometime. He spoke his mind but was willing to listen
sometimes. It was difficult
to influence a person like that. However,
the 2
nd
Defendant came into his life and that changed. He
visited the deceased about or during the times he signed the wills he
was not
the same person anymore. He has not seen any of the wills but
heard of the 8 October 2015 will, the 2
nd
will. He is also
not sure on the actual date the wills were signed or whether he
visited the deceased on any of those days.
He was also not aware that
he was named in the 2
nd
will to inherit a third of the
deceased’ estate with his mother and the 2
nd
Defendant, but heard that he was a beneficiary. He also did not
believe that the 2
nd
Defendant could have been preferred
over the Plaintiff.
[150] He was
also not worried that in terms of the 3
rd
will he was left
out because he knew that everything would have ended with him as both
his mother and the Plaintiff would have
looked after him. He also did
not believe that the deceased could have left out the Plaintiff
substituting her with the 2
nd
Defendant because he has
always said to him everything will end up coming to him which is not
possible with the 2
nd
Defendant inheriting a third of the
inheritance. He also did not believe that the deceased decided to get
married but was sure
he was influenced/coerced. He suggested that
maybe the deceased thought by marrying the 2
nd
Defendant
he was calming her down and protecting the people he loved. He denied
that the deceased was rational in that decision.
He denied that the
deceased stopped drinking when he was diagnosed with cancer.
Dr Kruger ( the
Pharmacist)
[151] Dr
Kruger who is a pharmacist compiled a report based on his
qualifications and knowledge of pharmacology. The
information he had
was that the deceased was using morphine for a week when he changed
his 3
rd
will (which one?). He was required to look at
whether the use of morphine could have affected the deceased’s
cognitive processing
of the will, therefore assessing the morphine as
medication and the effect of its use. He pointed out that morphine is
an opioid,
a very strong painkiller that is used for extreme type of
pain like cancer
,
maybe after surgery. It affects the central
nervous system which mean it affects the whole cognitive process
which is how it dulls
the pain. It also like any medication have side
effects which are constipation, drowsiness or decreasing the level of
one’s
alertness. He drew an analogy of like when one takes a
tablet for allergy, as an anti- histamine it normally causes
drowsiness
so it affects one’s ability to think and to react
clearly and therefore there is often a warning on this medication to
not
use it while driving or operating machinery. If one thinks that,
morphine is also at the top of the ladder of these depressants
therefore obviously the side effect profile will be more enhanced.
[152]
Morphine is also used for a number of other indications with
therefore a number of possible side effects that
it can have which is
usually the reason why this medication is top, not so much to stop
the overdose, but the effect of high dose
which it causes too much
constipation, cardiovascular effects or amnesia or agitation and it
could affect the memory as well. In
literature it is mentioned that
it could also have a negative impact on anti- retrograde and
retrograde memory so when using this
medication one does not remember
as well as you should and it must be clearly stated that these side
effects can happen at a therapeutic
level
.
It does not have to
be an extremely high dose for these side effects to happen. It can
happen at the onset of that. Again
there, his analogy that if
one takes medication at a very safe dose which is the recommended
dose, like a normal headache tablet
it could have a side effect, so
it does not need to be at a maximum dose for these side effects to
happen. It could also lead to
anaemia, hiccups and hyperventilation.
The mentioned side effects are not important for what was there in
the deceased’s
scenario.
[153] Dr
Kruger also raised the matter of drug interactions indicating that
there is always interactions between the
medicine and the patient,
with other medication the patient is taking, food and the specific
drug. These interactions can lead
to either the medication having an
enhanced effect, in other words it can have a stronger effect or a
weaker effect. Weaker effect
if it be excreted quicker through out of
the body. In this specific instance of Mr K[...] there was an issue
of a number of other
medications he has been using. There is a list
of the medications classified under a heading, sub-heading, other
medication used
by Mr K[...], drug -drug interactions and then the
medicine listed under that. There is also a classification under a
heading “self-
medication” with all the medicines which
he used to self –medicate which are not necessary self
-medication but prescription
medicine.
[154] The
specific drug that deceased used that would cause an interaction
would be ( xi), Ultracet, (xii), paracetamol,
(xiii), Temgesic,
(xiv), Stilpayne, (xv), OxyContin and then obviously the drug that he
has been using, that is morphine. There
are also a few other
medications but these are the ones important in terms of drug
interactions. All have a central nervous system
depressant effect,
which is an additive effect in one’s cognitive ability to
react, think, drive, talk and make decisions,
if used simultaneously.
In terms of the drug interactions as reported by Ms Sharon Venter,
the nurse that was treating the deceased,
the treating surgeon Dr
Bond started the deceased on morphine on 9 February until 19 February
2016 then stopped all treatment of
medication as the deceased was
terminal. It meant from 9 to 19 February
,
and that is why he
was bringing this topic in with deceased’s drug interactions,
the deceased was using probably a number
of central nervous system
depressants, painkillers, as highlighted, and morphine which was of
concern that the simultaneous use
of this medication could have
influenced the deceased’s cognitive abilities and his abilities
to think rationally.
[155] It is
clearly stated that morphine is to be used with caution and in
reduced dosage in patients who are concurrently
receiving other
narcotic or drugs. The deceased received a normal therapeutic dosage
of morphine for treating his pancreatic pain
however his body weight
which was accordingly normally in the region of more than 90
kilograms had dropped to below 40 kilograms.
The deceased was also an
elderly patient. It is generally accepted in medicine that one has to
adapt dosages for elderly people
and for people whose weight is
compromised, So, there are dosage weight adjustments that are done
and in his opinion, looking at
the list of medication none of this
was done in deceased’s instance.
[156]
According to Kruger the next factor that needed some consideration is
the document that alluded to studies that
investigated the
relationship between dosage regimes of morphine and a person’s
state of mind
that clearly state that a
patient receiving a normal dosage of morphine will experience some
degree of retrograde as well as anti-
retrograde memory loss. The
deceased used the normal recommended dosage for a normal patient. The
other factor that needed some
consideration is the liver as an organ
that normally excretes medicine from the body. So if one suppresses
liver function it could
mean that the medication levels might be
higher as the liver does not have the ability to excrete the
medication as quickly as
it should be. This is shown in the pathology
report of Ampath (Drs Du Buisson, Kramer, Swart Incorporated) on the
deceased which
is on the last page of Dr Bond’s report with
reference “liver function,” it is indicated whether the
medication
levels were higher or lower, clearly that the deceased’s
liver function was inhibited, his ability to excrete this medication
was inhibited. He further indicated that as it is also believed that
the deceased was using alcohol for quite some time and alcohol
also
gets metabolised by the liver. So the more drugs and alcohol there
are to be excreted by the liver the more pressure there
is on the
liver and the less functional it is.
[157]
Kruger’s conclusion was that the deceased had been administered
morphine and was under its influence for
about seven days (18 or 19
February 2016) when he apparently changed his will. If the deceased
had experienced some of the common
side effects caused by morphine it
is possible that he may have experienced a compromised state of mind
and that this further could
have been exaggerated by the concomitant
use of alcohol bought on 19 February 2016. In addition to that,
the combination
of the deceased’s advanced age, his low body
weight and use of central nervous system depressants over a period of
time together
with morphine had led him to be less able to make a
rational decision as would anyone in that situation, on his case
added to the
fact that pancreatic cancer on its own also decreases
one’s ability to think rationally and then decide on major
decisions
that one has to make.
[158] On Professor
Shellock’s report, he commented that Shellock has put a lot of
weight on the tolerance aspect of medication
where one gets used to
the specific effects and side effects of drugs, which is indeed true.
However, he said two questions remains.
Which is the fact that the
deceased’s dosage was 30 milligram per day and according to the
American Food and Drug Administration(“
FDA”), the
tolerance starts at 60 milligrams per day. That is the significant
levels where tolerance would have an effect
and there is
documentation on studies to attest to that. Secondly that, in order
to develop tolerance towards a drug there is a
specific timeframe
that is necessary for that tolerance to develop. He was of the
opinion that the timeframe that the deceased
used the morphine was
not enough for him to develop tolerance.
[159] Further
on Shellock’s report where she mentions the fact that an
increased inter patient variability in
morphine metabolism could
occur in other words patients could react differently to morphine and
neither of them knows of which
group of patients was the deceased,
whether he was able to react strongly to that or not Kruger said the
indications show that
in his opinion he was affected of that. On Dr
Colin’s report, Kruger’s comment was that he is a
well-respected and
learned colleague. He concurs with his opinion of
his finding in terms of his own knowledge of pharmacology and the
effect it has
on a patient. He indicated that Pharmacology deals with
the effect that medicine has on the body and also the effect that the
body
has on the medicine, in other words how the medicine gets
distributed, absorbed, excreted. In this case the effect that
medicine
has on the body is of primary importance. His field of study
was the extraction of anti-bacterial compound and the application of
that in practice so it was an antibiotic that can be used for
patients so it was as defined in the field of pharmacology.
[160] It was
put to Kruger that according to Dr Bond’s report the deceased
was prescribed morphine on 4
th
February 2016. He would
have been on morphine for 20 to 21 days on the date of signing the
will. (B[...] & Bond’s testimony
was that it was
administered on 4 but prescribed only on 18
th
) He agreed
that in relation to tolerance the fact that he was on morphine for 19
days increases the possibility of tolerance developing
but to a very
small extent. He for example referred to people abusing drugs that it
normally takes a long period of time unless
it is something of a
specific nature for tolerance to develop. His comment on the
indication that according to Prof Shellock the
tolerance is
individual specific, was that it depends, differs from individual to
individual, but in general tolerance expected
to develop from 7 to
nine days and longer. He argued that there are various degrees of
tolerance and not a question of either tolerant
or non-tolerant,
which develops over a period of time. It gets worse and worse as time
progresses to the extent that the doses
have to be increased to
expect the same outcome. He also could not agree that the deceased
used it continuously from the 4
th
because he was on other
analgesics as well and the pain could have been treated differently.
In other words when the pain was very
severe one could have used
morphine and then withdrew the morphine and used the other
painkillers, the Stilpayne, Temgesic and
Tramadol for those specific
instances, because he was also on three other opioids so tolerance is
conditional, is aggravated because
of the simultaneous other use of
the other opioids.
[161] It was
put to him that Dr Shallock will testify that since the deceased has
been using the three opiods, if he
used that before he used the
morphine that might also lead to a tolerance developing because those
opioid derivatives can already
lay a basis for tolerance. Kruger
disputed that tolerance could develop to such an extent that he not
have any side effects, as
any central nervous system depressant has
an effect on that and in his view even the simultaneous use of all
the drugs being the
opioids. In his opinion, it is not a matter of
tolerance developing in such a relative short space of time that
there would not
be side effects in terms of the patient experiencing
an inhibition of cognitive abilities, which is the crux of the
matter. He
refused to concede what was put to him that even though it
is not seven days, it is now three weeks and since there were other
opioids either used simultaneously or before the use of morphine that
could have increased the likelihood of tolerance. He highlighted
the
fact that tolerance does not necessarily work in the way that if you
increase the dose, tolerance will happen quicker. He reiterated
that
tolerance is a relative position, that happens over a period of time
influenced by the individual, his health condition, the
dosage
prescribed, and other factors that he has already mentioned, like
weight and age. So he disagreed saying that tolerance
usually
develops with drug dependent people over a matter of a much longer
time simply more than a week or three weeks but not
saying that it
was three weeks in deceased’s instance. His understanding of
the last paragraph of Dr Bond was that he used
it on 4 February 2016
and there could have been an intermission between that and the 18
th
February 2016.
[162] On the
allegation that his report is not patient specific but speculative on
what might have happened to the deceased,
he confirmed to have seen
the results of what the deceased had used. He pointed to the fact
that his 35 years’ experience
administering medication to
patients and as a qualified Drugwise counsellor led him to make
certain assumptions. He would however
in this specific case concur
with the statement that one can never ever have all the evidence on a
specific patient because we
all differ in how we metabolise drugs,
how it is excreted and what the effect is. He conceded that his
report is based not specifically
on cases like those of the deceased
which was from normal to worse. Whilst comparing it with normal
persons is the worst case scenario
or the best case scenario. He
pointed out that a person with pancreas cancer experiences severe
pain.
[163] It was
put to Kruger that Shellock’s testimony was that the pain
becomes a physiological antagonist to the
central nervous system.
Also suggesting that if a person is without pain and uses morphine,
the morphine does not go to those receptors
where it is supposed to
go because there is no problem, then there will be in general more
side effects but when a person experiences
pain and morphine is
induced and does what it is supposed to do, stop the pain there are
usually less side effects. Kruger disagreed
indicating that the side
effect profile would be the same for a person without pain using
morphine and a person having pain using
it. The differentiating
factor is genetically predisposed plus to health factors as he had
mentioned before like weight, age, state
of the liver and so on. He
indicated that there is a psychological and a physiological aspect.
Also that when one works with the
central nervous system, not only a
reduction of pain is experienced, but also other effects like
drowsiness, sedation or anxiety.
When talking morphine specifically
and using the drug, there are other psychological and physiological
aspects that are experienced
and that is what is called the side
effect profile. The patient could experience constipation, itchiness,
and a number of other
side effects which he has mentioned before.
They agreed that the dose was never increased. (which means it
stayed T 30ml).
[164] Kruger
accordingly again pointed out that in deceased’s instance,
tolerance did not develop because the
dosage was not increased. The
patient was responding to the pain treatment at the same dosage.
Furthermore, with reference to this
specific case it was put to him
that there were no dosage intervals, there were always maximum doses
and minimum doses. The exact
dose was not available, but the
expectation that the deceased was using the medication automatically
infers that he was given the
medication at whatever dose and it is a
logical assumption that there are so many opioids that he has been
prescribed that it is
improbable that he was given all of them at the
same time according to him it does not deter from the fact that there
was a concurrent
use of different opioids which could have affected
his cognitive ability. He confirmed that reports state that the
deceased stopped
all other medication and was prescribed only the
morphine on 18 February 2016.
[165] Mr
Kruger enquired on the date the instruction was given to change the
will and the time he had to think about
the will and what he wants in
it
.
Whether his thought processes at the time where
influenced by simultaneous intake of the opioids. According to the
Defendants
it was 5 or 6 days before the 25 February 2016. The whole
process being said to have started on 18 February 2016.
According
to Kruger the physical drawing up of the will and the
signature process was probably in that last week but the thought
process
of what he wants in his will and giving the instruction, for
the writing of the will must have taken place while the deceased was
under the concurrent use of the different opiods. Whilst
accepting that before the signing of the will the opiods were stopped
but it was not before the will was drawn up. The thought process that
goes into the drawing up of the will and in that process
the deceased
was under the influence of the opioids. As to what extent he was
influenced depends on other evidence that he didn’t
have.
[166] On the
other will that was signed on 16 January 2016 he accepted that there
was no morphine used however he was
on other opioids as listed that
could have, similar to morphine, influenced his cognitive abilities.
as well as the use of alcohol
.
Professor Schallock also
referred to the fact that in patients with cancer, cognitive
impairment is frequently associated with other
neuro psychological
complications.
Kruger said what he understood of this is
that on top of the opioids the deceased was using he was already
cognitively impaired
due to cancer, so the opioids that he was using
before morphine or morphine impaired his normal, well, his cognitive
ability even
more. Professor Schellock admits that an “Advanced
age pancreatic cancer itself inhibits the cognitive abilities, which
is
a compounding effect and says that “Psycho motor testing
appears to be more pronounced.” Thus chronic administration
of
opioids modifies their function. So again there, if tolerance
develops within seven days why does Shellock then state here that
chronic administration of opioids modifies their function. He
proclaimed to stand by those points which for him was strongly.
[167]
Although they were addressing the same topic that opioids causes
inhibition of cognitive abilities, what they
were differing on is the
aspect of tolerance, which is on how quickly does tolerance develop,
at what doses does it develop. He
noted earlier that the FDA, Food
and Drug Administration of the United States, a leading body in
medicine registration has it on
record that tolerance will develop at
60 milligrams whereas the deceased was using 30 milligrams of that
dose. Shellock’s
view was that it is not necessarily cast in
stone but depends again on the individual patient. Secondly that it
is not necessarily
with regards to their specific patient and his
condition. Kruger argued that there are a hundred percent dose
difference in doses
in use, and what is accepted as tolerance levels
and secondly the time period where one says purely in her statement
that chronic
use will have a result in tolerance. He therefore
concluded his opinion being that there was a high possibility the
deceased was
cognitively impaired. The FDA guidelines is for normal
adult male that weighs 70kg. (The deceased weighed 40 kg)
[168] There
was also an issue on the way the morphine was administered having an
effect on its impact on the body. According
to Shellock it was to be
accepted that the deceased received syrup of morphine orally, not
through a drip or something, although
the Plaintiff and B[...]
testified to it being administered in a syringe. According to Kruger
the effect of lower absorption will
only happen initially as in
medicine there is a situation called the steady state of medicine.
After a few dosages of oral medication
administration, it will reach
the same blood levels as administered through any other orifice or
route of administration. So patients
are normally given an injection
because it works quicker, it does not have to be absorbed and is
immediately in the blood stream.
If it is given orally or rectally
there it will also be absorbed and specifically morphine as it is not
one of those drugs that
orally will be any different from
administering it intravenously. The doses were normal therapeutic
doses. It means the possibility
of tolerance developing did not
happen because they did not increase the dosage. On the fact that in
the deceased’s instance
the doses were not increased Kruger
said that there was evidence that says that side effects in terms of
cognitive ability happens
at therapeutic levels. It does not have to
be at very high
doses.
[169] On the question
asked by the court for clarity on effect of morphine administered to
a patient with a history of depression
whether it will have any worse
effect. It was Kruger’s opinion that it depends on what the
patient was prescribed to treat
their depression. Very often with
depression, anxiety is a big side effect, well, side symptom as well
and if any anxiolytic medication
prescribed for anxiety is used
concurrently with morphine, it will aggravate the effect of the
morphine and specifically the cognitive
ability. It is often a case
with treating depression patients to convince them to use their
medication regularly because in the
first couple of weeks or months
they become very sleepy and so ja, that could have, because also, the
anxiolytics are often, are
always central nervous system depressants.
Kruger could not verify if anything was prescribed for depression for
the deceased.
Kruger confirmed that there are actually 2 lists of
medication supplied that were administered on the deceased. The one
on page
119 he overlooked and therefore missed the fact that also
Lexamil was prescribed which is an antidepressant.
Dr Bond
[170] Dr Bond a
medical doctor working as a doctor in Gastroenterologist testified
that: he was consulted by and treated
the deceased when the initial
diagnosis of pancreas cancer was made in August 2015. At that stage
the deceased presented with Obstructive
Jaundice. After the diagnosis
was suspected, he performed an ERCT which is a camera test, an
Endoscopy to place a plastic stent
which is a drain in the biliary
system in the bowel duct, so as to improve and relieve his jaundice.
The initial procedure was
successful and the deceased discharged that
day to go home and to follow up with an Oncologist and a surgeon
after the phytology
came back showing malignancy (distortion).
[171] The
deceased then saw a Doctor Charl Van Niekerk at Erasmuskloof Hospital
on the 31 August 2015, where he was
later admitted for surgical
exploration for the cancer. This took place on 9 September 2015. At
the time of surgery, the deceased
was found not to be receptible, the
cancer had gone too far, so the surgeon concerned Doctor Charl Van
Niekerk then performed a
Gastrointernal bypass, which means that he
bypassed the stomach to the small bowel, so that the cancer would not
cause blockage.
This procedure was also successful and within a week
he was discharged by Van Niekerk to the care of Dr Inga Demeulenaere
an Oncologist
working at another hospital. The deceased saw Dr
Demeulenaere on 28 September 2015, after which a chemo radiotherapy
was planned.
[172] He did
not see the patient then until in the third week of January 2016. The
deceased made contact with his rooms
to say he was not well. He was
therefore admitted at Unitas Hospital under his care on 25 January
2016 for investigations. They
found on CT scan that the bypass that
had been performed by Dr Van Niekerk was blocked. On 27 January 2016
he performed an Endoscopy
or Gastroscopy to unblock the blockage by
placing a stent through where it was blocked. The blockage was caused
by progression
of the cancer, the cancer had advanced. The deceased’s
condition did not improve remarkably after the first placement of
that stent, so at that stage he had pain and nausea. He decided to
help the deceased with the pain by prescribing on 4 February
2016, a
morphine syrup to help him with his pain.
[173] They
planned to revise the stent on 8 February 2016 and to do what is
known as a Celiac Plexus Block to try and
improve his pain control,
because his pain was a dominant symptom at the time. During the
second Endoscopy he had managed to put
a second stent in the blockage
to help drain the stomach, and performed the Celiac Plexus Block to
see if he could alleviate his
pain.
[174] On the
18 February it was the last time he saw the deceased, he still was
not improving, his condition was poor
and a CT scan done at the time
showed progression of the cancer and worse involvement in the abdomen
and the lungs. At that stage
he wrote second script for Morphine
syrup for palliative care, and discussed with his daughter the
Plaintiff the option of Hospice
care. (If he was ok why didn’t
he discuss the option of hospice with him). The deceased’s
condition in those
last four weeks was very poor and had gotten
worse.
He was informed on the 29 February 2016 that the
deceased had passed away.
[175] He
confirmed that the drainage of the liver was done in two ways,
firstly in August 2015, with a plastic stent
which was successful,
and then it was done surgically by Doctor Charl Van Niekerk in
September 2015. The liver function tests done
in December that year
confirmed that the drainage is still successful, the tests done not
asked by him. It was probably Dr Inga
Demeulenaere who requested the
tests. At that stage he was not involved with the deceased’s
care. The deceased was under
the care specifically of the Oncologist.
It was only a month later on 25 January 2016 when he got involved
again. The blockage
that happened in January, was not a blockage of
the liver but that of a stomach drainage. He did not note in the
deceased’s
history, or in the tests they did, that the deceased
had advanced liver disease. He however thought at the end, the
deceased had
Metastatic Cancer which involved multiple organs.
[176] He saw the
deceased on 18 February 2016, he was in a very poor physical state.
He could not remember him being confused
or in any way delirious. The
tests that were done were done at Unitas Hospital which included the
CT scan that showed progression
of the cancer. He had the pain, the
nausea, the malaise (stress, fear and inadequate sleep), a very bad
sign in the patient.
[177] Under
cross examination he confirmed his involvement in January in the
terminal phase of the deceased, that the
last five weeks the deceased
came to see him a couple of times in the rooms and in theatre, and
during that stage the deceased’s
physical status was very poor.
He said he did not note that the deceased’s mental state was
severely affected, in other words,
cannot state whether he had any
Minimal Cognitive Dysfunction. He could physically interact directly
with him and talk to him but
he could not comment on his mental
state. He was comfortable that he understood what he was busy with
and could consent to whatever
he deemed was necessary to be done. He
wrote him 2 scripts, one for 4 February and the other for 18
February 2016. The second was for a month.
[178] On the
dosage he said it depends on how the Pharmacists makes up the dosage.
Because this is a Schedule 6 medication
it cannot be repeated as a
script, so it has to be re-prescribed if it runs out. So, he was not
too sure how much sample the Pharmacist
gave. It was actually
prescribed a little bit less, 1 milligram per mil, being the same
strength. But later then prescribed 2 to
5 mils four to six hourly
PRN for one month, given a lesser dose than the second one for a
month. The second one was dispensed
on 28 February a day before he
passed. How long it could have lasted (if until March 2016) depended
on how much was given by the
pharmacy, in theory yes so it depends on
how much he received, but in practice he could not be sure how much
they physically gave
him. As this is very strictly controlled by the
Pharmacies.
[179] On 8
February 2023 he saw him again and placed the second stent that is
the Celiac Plexus Block to get him more
pain relief. He confirmed
that even at that time when he had prescribed the morphine he was
comfortable that his mental state was
such that he understood what he
was busy with and could consent to the necessary procedures. He
indicated that he does not have
a lot of patients for whom he has
prescribed Morphine to, so it is not a regular occurrence for him
which in a way should be the
role of the Oncologist, but as he
understood the deceased’s oncology therapy did not go through.
He was more involved with
the deceased in the end and with his
terminal care, and something he does rarely not a regular occurrence
when it is really necessary
in patients, that he helps with their
terminal care. A lot of the time it is done with the hospice or
through general practitioners
or through the Oncologist. He was
involved in this specific case. On the GAMET ALT and AST functions
these values were two to three
times or one to three times above the
upper limit of normal, therefore abnormal. He interpreted that he had
the Pancreas Cancer
but that the drainage was still intact, since it
was much worse than what it was with the initial liver functions when
first presented
to him.
[180] There
was no interaction with the Oncologists he sent the deceased to, when
he decided on prescribing the morphine.
His interaction was directly
with the family and the patient. There was also no follow up on what
was done by the Oncologist. on
whether morphine was the best thing to
prescribe at that stage when he thought he was at a terminal stage,
or if that was his own
opinion. He said his understanding was that
the Oncology care did not proceed in September/October the previous
year and when he
consulted with the deceased in January, the problem
was of a palliative/analgesic to do with drainage of the stomach
which was
blocked as well as pain, the two things he focused on, and
even though it had to do with cancer per se it did not have much to
do with the Oncologist per se. He saw it as his job or role to
alleviate suffering in the patient. His response on whether anything
said about depression, was that the man was dying and he would expect
him to be depressed but cannot comment further on his emotional
state.
Mr Basson (defendant’s
nephew)
[181] The
testimony of Mr Basson, who is the 2
nd
Defendant’s
niece, was more about his role as an executor of the 2
nd
Defendant’s mother’s will, Mrs G[...]r who passed away on
4 February 2020 and the correlation between the winding up
of Mrs
G[...]r estate and that of the deceased. According to Mr Basson the
2
nd
Defendant is currently involved in legal proceedings
contesting three previous wills in the late G[...]r’s estate.
He contacted
the Plaintiff’s attorney because one of Mrs
G[...]r’s wills involves a property in her estate that is a
house located
in Ramsgate which is said will be paid for by the 2
nd
Defendant from the proceeds she will get out of the deceased’s
estate. He has had no feedback as to how far the case was
currently
going and had contacted the attorneys to find out because they cannot
draw the Liquidation and Distribution account of
that estate until
this case is finished.
The 2
nd
Defendant
has moved into the property, but no
payment has been received to
date. He confirmed that there is a clause in G[...]r’s will
that transferred the property to
the 2
nd
Defendant on the
basis of a deferred payment.
[182] It was
put to him that G[...]r was insistent and prepared to sell the house
to the 2
nd
Defendant on the basis that the proceeds or
part of the proceeds from the deceased’s estate will be used as
the payment and
the executors bound thereto. Basson confirmed that
the executors were asked if they can assist in implementing such a
clause, that
if she gets any proceeds from the deceased’s
estate she can use it or a portion of it to then buy the property in
G[...]r’s
estate. It was put to him that only two of G[...]r’s
deceased’s last 3 wills are contested and any of the one that
is found to be valid the 2
nd
Defendant inherits therefore
will be able to pay for that property. It was put to him that the 3
wills are contested on the basis
that they were not properly signed
in terms of the law and challenged on that basis.
[183] He confirmed that a
day or two before the wedding, the entire family was asked to attend
the wedding at the deceased’s
house.
Dr Franco Colin
[184]
The Plaintiff’s last witness was Dr Franklin Colin.
a psychiatrist in private practice, a part
time lecturer at the
University of Pretoria. He confirmed to have never met the deceased.
However, was asked a specific psycho
legal question, that is whether
a possibility existed for the presence of the legal concept of undue
influence often also referred
to as the so called captive mind. His
source of reference was a paper titled “Wills, Testamentary
Capacity and Undue Influence,”
[5]
He acknowledged his role as a Psychiatrist in an undue
influence case, that is to provide clinical (proven) data based on
clinical evidence, usually without an explicit or implied conclusory
opinion. The word clinical in the medical world means beside
the bed.
With other words, a history of the signs and symptoms and all other
sources of collateral information as observed to assist
the court to
understand whether undue influence might be present.
[185] So, he
explained that when a Psychiatrist analysis facts, there can be
varying degrees of the import, the value,
the know, the importance of
individual clinical findings. Some of them are incontrovertible, an
example will be, the terminal cancer
that the patient suffered from,
the physical decline and aspects of the mental state. Other aspects
or individual points can be
pointed out as clinically important, but
the value thereof is determined by the court. For instance, the point
about isolating
the testator from his loved ones, the influence that
existed etcetera.
[186] Colin
testified pointing out that undue influence is suspected in a
situation where one has reason to believe
that drawing up a will, the
will of a testator has been replaced by the will of another or a will
of another has replaced the will
of the testator. That is where the
concept of the captured mind comes into play. A presumption of undue
influence is raised and
suspected when one of the following four
point comes into play.
(i)
When the beneficiary of the will is actively concerned in some way
with the preparation of the
will.
(ii)
Where this relationship between the testator and the beneficiary is
coupled with some suspicious
circumstance such as mental infirmity.
This can probably also include physical infirmity of the testator.
(iii)
If there is evident unfairness in the will. An unfairness would imply
that some of the family
members who would obviously fairly be
considered as reasonable heirs from the point of view of a testator,
are unfairly excluded
that would certainly raise suspicion.
(iv)
Lastly, where one preparing or procuring the execution of a will
obtains a substantial benefit to
which he or she has no natural
claim, or
equally a benefit out of proportion to others having an
equal claim to the estate.
[187] Colin starts
the whole reasoning from the point of view regarding the personality
of the deceased as a stubborn hardheaded
slightly stingy but
paradoxically extremely generous towards other people, having often
helped people in various circumstances.
A ladies’ man who
endeared himself to people, especially to women. Also indicated to be
a brilliant businessman, very successful
in the execution of his
various business enterprises. He is therefore of the opinion that
deducing from the deceased’s characteristics,
he most likely
would have been of firm conviction, very resolute in his choices.
Also to have had excellent relationships with
his family members,
specifically his relationship with his first wife, I[...] who, with
her family played some role throughout
his life. The deceased would
often consult her for advice. This would probably to be of importance
to the Court as she was the
mother of his two daughters, the
Plaintiff and B[...]. It is clear that he had excellent relationships
with his daughters, and
no points of conflict detected. The
cross-examination of the two daughters referred to an incident in
September 2015 of which he
was unaware and need to also familiarize
himself. To him in providing the court with his opinion, observing
and hearing the testimony
would be very important. He at that stage
put the personality of the deceased clearly in perspective as far as
he could discern
these elements.
Testamentary capacity
(competence)
[188] He
considered the fact that to try and discern what the will of the
deceased would have been, that is with regards
to his estate, and
possible heirs, obviously invokes the concept which is not in
question here but still within reason, that of
testamentary capacity.
He was of the opinion that the deceased clearly was a man who had
full testamentary capacity is not in question.
He reckons that
testamentary capacity again is based on the human aspect/concept of
competence where one can receive information,
integrate information
then use that integration to come to sensible conclusions and to act
sensibly. On the grounds of those sensible
conclusions lead to
sensible understandable logical actions. So, one gets information,
integrate it, decide and act, that is practically
the definition of
competence. Competence then leads to testamentary capacity where you
are able to understand what your estate
consists of, you can decide
who your heirs will be, and make logical choices, and there is no
mental condition interfering with
that ability.
Testator’s will
[189] So, on
the question of his will, he believes as a Psychiatrist that the
deceased’s will was clearly demonstrated
in his 1
st
will
,
not implying that he could not change his mind, but at
least up to 2014 his will was reflected in his choice, in the 1
st
will, where his two daughters were his heirs. That situation changed
over time, and a 2
nd
will on 8 October 2015, 3
rd
will of 18 January 2016 and 4
th
will of 25 February 2016.
The question is, in the compilation of the second, third and fourth
wills, was the deceased exercising
his own will, or was it
substituted by the will of another, a point of departure for any
reasoning regarding undue influence. According
to him therefore
critically important to understand that the concept of undue
influence came into being because of the deceased’s
relationship and subsequent marriage that is his fifth marriage
(remarriage) to the 2
nd
Defendant on 25 October 2015.
[190] It is
alleged that some kind of a relationship continued to exist after
divorce which was referred to as “living
apart together
.
”
A concept of living apart together, which he regards to be clearly a
layman’s term, which he says he was yet to encounter
from a
professional point of view, and recognizes the right of the people
involved to define their relationship in words they want
especially
the 2
nd
Defendant. What was however striking for him as a
Psychiatrist is that this relationship continued through the years,
and was clearly
a relationship often referred to in contemporary
terms, as” an open relationship.” in the sense that both
parties allowed
to consort with other people which certainly not what
one would call a committed relationship, in other words dedicated
only in
faithfulness to one person. He concedes this not to be
actually Psychiatric knowledge, but just trying to figure out exactly
what
this relationship was. Contact was on and off, there were
periods of advice in business been given to the 2
nd
Defendant, by the testator. Now all of this changed after a diagnosis
of cancer was made, or around about the time that a diagnosis
of a
pancreas cancer was made.
Terminal diagnosis
[191] Accordingly Colin
further testified that: medically not psychiatrically, it is
important to understand that a diagnosis of
pancreas cancer is
invariably almost a terminal diagnosis. The pancreas is hidden away
in the front of the back of the stomach
inside the body. The cancer
can progress quite far before it shows any signs or symptoms often
too late for any healing completely
or any interventions that could
heal the patient in leading the cancer to go into remission. So, the
diagnosis is terminal already
from the start. It is mportant that the
2
nd
defendant arrived on 1 September 2015 and moved in
with the deceased on 3 September 2015 and he passed away on 29
February 2016.
It is 179 days of the testator’s life, five
months and 26 days. The time from moving in to the change of the
second will
was 36 days, the time to the third will was 103 days, and
the fourth will 39 days, after the third. Only one conclusion
that
can clearly be made. This was that the formularized structured
relationship between the testator and 2
nd
Defendant and a
marital relationship that lasted only 128 days, to the demise of the
testator, e
vidently a short-lived relationship in the duration of
the testator’s life.
Motivations given was an alleged
pregnancy which later turned out for various reasons not to be. It
could have been that the 2
nd
Defendant was indeed
pregnant, but in his opinion the possibility clearly exists that it
could have been a false allegation, however
not for him to determine,
and admitted cannot comment on.
[192] He
considered according to him the second motivation which is why they
got married, the deceased stated during
the period of hospitalisation
after the first surgical intervention for the cancer, when the 2
nd
Defendant arrived at the hospital to his daughters that “she is
coming for my money”. Colin regards these as significant
given
that the 2
nd
Defendant arrived at the hospital and
immediately assumed a very prominent role in the care and support of
the testator. She moved
into the deceased’s house from her own
place of abode apparently in Pringle Bay, words used being, moved
into his bedroom.
Alcohol abuse
[193] On the
alcohol use of the deceased, Colin reported on the evidence given
several times that the deceased and the
2
nd
Defendant
drank heavily together. Paraphrasing on one other aspect and that, he
believed as a Psychiatrist he can come to the conclusion
that the
deceased suffered from what is called an alcohol disorder, which
i
n
laymen’s term is alcoholism. Evidence was given of at least two
admissions to hospital where the deceased drank excessively
to the
point of where he became unwell, and needing medical attention. As a
brief aside it is clear also from evidence that descriptions
from the
2
nd
Defendant could be given that she often was under the
influence of alcohol, or walked unsteadily, or spoke in an inebriated
way,
which is clear that the two of them had a problem with alcohol
and drank excessively.
[194]
Regarding the relationship and the possible isolation of the
testator, the 2
nd
Defendant then started taking over the
care of the deceased as a patient in transporting him to medical
appointments, which role
was previously fulfilled by his daughters,
especially the Plaintiff. There was also testimony from B[...] that
used the following
descriptions, that the 2
nd
Defendant
(CANSA actually) told them to be daughters not caregivers, in other
words be family members and not try and care for
him, she will do
that. This was followed up by a comment, he needs to be left alone,
so that he can do things by himself, in other
words maintain a level
of activity. Collin’s medical view is that obviously a patient
should be assisted to be as active
as possible, but within the
limitations of his physical strength. The level of activity needs to
be contrasted with the fact that
this man was terminal with cancer.
There comes a point where a patient who is terminal with cancer will
just not be able to perform
certain actions anymore. One of those
actions that were mentioned was the use of a toilet, and there was
mention made of a bedpan
that was taken back unused, again the
importance of that is for the court to decide.
Administration of
medications
[195] It was
also clear that the 2
nd
Defendant took over the
administration of all of the medications that were prescribed, most
notably the morphine and the anti-depressants,
Lexamol that was
mentioned. When the morphine was not administered, it was clear that
tablets were used Oxycodone, the trade name
Oxycontin was mentioned
in evidence which is obviously an Opioid, which is a morphine like
substance and has very similar effects
as that of morphine. Several
points of testimony were given about when the daughters visited
whether the morphine syrup was administered
or not, and they both
quoted the 2
nd
Defendant on the point that the deceased
could not have his morphine because morphine and alcohol should not
be administered together,
which is a medical fact as both are central
Nervous System Suppressants, they supress the brain.
[196]
However, what is indicated is a choice exercised by the 2
nd
Defendant not necessarily an unreasonable one, by certainly being in
control of the Morphine. There were also descriptions of the
bottle
hidden in a cupboard in the kitchen. As part of this controlling
relationship, a constant supply of alcohol was ensured,
and Colin
leaves it to the court to make the final conclusion about how intense
that was throughout the last months of the deceased’s
life.
Cross-examination indicated that he stopped drinking at some stage,
as understood in the last two weeks, ten days before
his death.
However, the daughters testified that they often found him, with a
glass of alcohol beside him, and this led to the
description of the
testator requesting dilution of his drink. Colin finds this a bit
vague whether there was alcohol in the drink,
and it had to be
diluted with coke or whether the coke was too strong and had to be
diluted with water. He however got the impression
that alcohol played
a prominent role, and the supply ensured, although its drinking is
still to be evaluated. The following comment
is according to him
important, that the drinking of the deceased was severe and therefore
he was probably dependent on alcohol.
This would indicate his control
over his use by implication would have been weaker, as is the case
with dependent people.
Confusion
[197] The
possibility also existed that if he did stop to drink, he would have
become confused with alcohol withdrawal
again, no sign of such
withdrawal was ever observed or described although the word confused
was later used in relation to later
aspect of his life. He took full
cognisance of the fact that these observations of confusion were by
his daughters not professionals.
That the descriptions of speaking in
a confused way, answering irrelevantly were certainly made which
indicated that there were
bouts of what a Psychiatrist would call
Possible Delirium. Dr Bond referred to the word in his testimony.
Delirium in lay terms
is a condition of acute brain failure to
contrast that with just Chronic Brain Failure which would be
something like Dementia or
Alzheimer’s. Acute brain failure
often happens within context of medical emergencies, drug withdrawal,
electrolyte imbalances.
He reckons what is important to note is the
confusion, which he describes as a period in which one’s
contact with the world
around has been lessened, and you cannot
respond in a logical coherent way. There were descriptions from his
children that when
they visited the deceased they observed these
periods, what is very clear however is that those periods of
confusion were not consistent,
with other words not present
throughout and that he could have had periods of clear functioning
and clear thinking.
Alcohol and influence
[198] Colin
allude to evidence indicating that the deceased did have periods of
clear functioning and thinking as Doctor
Bond testified. Talking
about isolation and the actions of the 2
nd
Defendant in
the constant supply of alcohol, that it needs to be noted that the
use of alcohol in a patient with terminal cancer
of the pancreas,
affecting the gastrointestinal tract with other words the stomach,
the bowels and the pancreas is an extremely
dangerous thing, and had
the potential of making the patient just by virtue of using the
alcohol, certainly more susceptible to
the influence of an outside
party, accordingly that part is incontrovertible, in other words it
is not just a statement of fact
about alcohol and the physical
condition which is also a fact of the patient, that part is not an
interpretation
.
The specific kind of cancer that he had, led
to obstruction of his stomach, which in turn could have given periods
of dehydration,
nausea and vomiting that was mentioned, nausea
specifically, not the vomiting nausea by Doctor Bond leading to
malabsorption,
with other words that nutritional substances were not
that readily absorbed, including protein which led to the slow
decline in
the physical wellbeing of the patient. Colin further
reflected on the fact that according to Dr Bond’s indication,
liver
failure was certainly not part of this, who described that he
found him with bad liver functions in the beginning. After his first
intervention of placing a stent, a stent would be a pipe that is
pushed in to the narrowed opening of the stomach or the bile duct
through the cancer, allowing the fluids to pass in an unrestricted
way. So,
alcohol was used
that is as previously mentioned, on
top of of all that,
that is periods of depression
described
by his family
at various time where he withdrew himself, did not
speak, and described by Bond as often accompanying the terminal phase
of illness
of any cancer patient.
Isolation by constant
presence
[199] The
next important point as regarded by Colin to be spoken about is the
possibility existing of the isolation
of the testator by an outside
influence, in this case the 2
nd
Defendant. According to
him considering the evidence, it was clear that certain family
members were excluded from significant events,
most notably when the
2
nd
Defendant prohibited the Plaintiff from attending the
wedding, it stands on the record and again adds to the impression of
being
excluded from significant events. It is clear that the 2
nd
Defendant also was present during most of the daughters visits to
their father during this time of his slow death. It was testified
that the 2
nd
Defendant often interrupted conversations and
turned the conversations from the topic under discussion or the
discussion with the
deceased to topics such as, “I need a new
motor car for the garage”, that sort of thing. The 2
nd
Defendant was described to be present during each one of the
consecutive signings of testaments two, three and four.
[200] Again,
one wonders about the possibility of exertion of influence, a
description was also given by the two daughters
that their father
often expressed the need not to cause conflict with the 2
nd
Defendant, that he had to avoid, being confrontational. Or that they
should maintain good relationships, the impression being created
that
he was very sensitive about the relationship with the 2
nd
Defendant and he was aware that she was at times unhappy with his
relationship with his daughters, as if he tried to minimise that
relationship. He considered the phrase used that it seemed as if the
deceased was walking on eggs during these visits, where he
was very
careful with his daughters not to create any conflict in that regard.
The 2
nd
Defendant is also described as to have prohibited
or refused CANSA, the Cancer Association of South Africa, the
counsellors and
support people from CANSA access to the patient.
However, it seems that they did get access at times, but she was
negative about
this (guarded access).
(
downplay or minimize
the illness
)
[201] He also took
cognizance of what was also testified to, the fact that the 2
nd
Defendant repeatedly minimized the illness of the patient. Also
prominent was the issue of denial of the deceased’s cancer
evident from the use of two phrases, one “you will recover
soon”, “you will get better” which is clearly
not
in keeping with the conversations with Dr Bond. He took into
consideration Dr Bond’s notes emphasising denial of the
patient’s illness, and the second comment that was made, of
only two spots “twee kolletjies ”two spots on the
liver,
the interesting point being that the liver was not the focus of his
illness at all, certainly not an important part.
The important
part was the cancer of the pancreas itself, leading to obstruction of
the stomach. It was therefore the minimization
of his illness to the
patient where one would have expected any rational caring spouse to
assist the patient in working through
his imminent death. He referred
to the work of Elizabeth Cobbler Roth on Death and Dying, where the
patient goes through different
stages of denial, bargaining,
depression, etcetera. The point being that any rational caregiver
would have, or spouse would have
assisted the patient in working
through his imminent death and coming to what Cobbler Roth calls a
beautiful death. With other
words where one dies accepting the end of
his life, in a peaceful way.
[202] Colin
also refers to evidence by the Plaintiff and B[...] that when they
tried to discuss the burial plot in which
the deceased was to be
buried, a statement was made by the 2
nd
Defendant as
quoted by the daughters in testimony that it was not the right time
to discuss burial. According to him if there was
ever was a right
time to discuss burial it was obviously during this time where the
patient literally had days to live, as is now
very clear on record.
It is clear that in the relationship there was isolation. There was
another point that is the removal of
the flowers, it is a minor
symbolic gesture, but rather meaningful that at two events the
daughters individually described bringing
flowers to their father
because he was a nature person. When they later arrived at his home,
the flowers were removed from his
presence and placed in other areas
of the house that were inaccessible to the patient. According to
Colin this concept of isolation
of the love and the care shown by the
daughters which he thinks it is a symbolic gesture as if it is being
taken away.
Consistency of care
[203] In
terms of consistency of care, the opposite indicated, to the fact
that the 2
nd
Defendant was an excellent caregiver, who
looked after the patient’s needs. There were several points of
evidence which to
him indicated lapses of care. He points out that
throughout, the description was given by the Plaintiff and B[...]
that the deceased
was in a very bad physical state noticeably in the
last week of his life, when they found him, whereupon the blanket had
to be
washed three times or five times, that the t-shirt was very
soiled, that he had not bathed for a week. Colin also pondered that
a
reference was made that the deceased had a lot of pain and he could
have refused care, based on his abdominal distention and
pain, that
was clearly mentioned so one should be careful to interpret it as the
lack of care, but it is evident that a bed wash,
washing someone in
their bed, could have been done with a very soft sponge, the patient
could have been kept clean even despite
adequate pain control, and
that Morphine could have been administered before any of these
washes. So, there was mention made of
a period when evidence was
found, that the second defendant went to Sandton to do shopping, and
that the patient was left to his
own devices during that time. Again,
that is just something that is there.
Plaintiff’s
disinheritance
[204] As far
as the disinheritance of the Plaintiff is concerned. Colin said he
found it very strange that late in his
life the testator suddenly
questioned the paternity of his eldest daughter (to check the date
when same was made supposedly 18
th
or 19 February when it
is alleged the instructions were given for changing of the will,
excluding the Plaintiff, explaining the
ambivalence and possible
influence). To him this is a very strange thing because it was not
supported by any previous such question
or doubt or whatever through
the life of the deceased. It is just a sudden idea with absolutely no
evidence about where the idea
came from, however, he reckons one has
to ask the question if this was not part of the substitution of will
that the 2
nd
Defendant did not like the Plaintiff, the
deceased’s eldest daughter. It was clear that the deceased has
always had an excellent
relationship, there was no event, and this is
a very important point in terms of the disinheritance in the fourth
will of the Plaintiff.
There was no event mentioned that could have
led to the break up in a relationship between father and eldest
daughter.
[205] Collin
however hastened to add that it is very important for him as an
expert witness before Court to point out
a caveat that he has not
heard further testimony on this point, and willing to reconsider that
point obviously should any such
information about an event that led
of such a severity and degree that led to a break up in the
relationship between father and
eldest daughter, to the extent that
the father would go so far as to disinherit her. The emotional impact
must be quite severe
for such an event to lead to a disinheritance
happening, the times that he has encountered this kind of phenomenon
clinically in
his work with patients, it was usually a quite severe
break up, conflict, rejection it is actually a very important form of
rejection
of your love of your child to disinherit a child. He has
not heard of such an event, but further evidence may in fact point
out
whether such a thing existed.
Vulnerability factors to
undue influence
[206] Lastly,
Colin dealt with the justness of establishing if the deceased was in
fact vulnerable as an individual
to undue influence, in respect of
what were the other unconstitutional factors, in other words physical
and mental influence that
were present in mind and body of the
deceased that could have made him more vulnerable to undue influence.
He with reference to
Bond’s report and testimony pointed
out that:.
[206.1]
On the mental factors – First would be a severe head injury
after
falling from a train. Dr Bond testified that it is true of any
terminally ill patient that depression forms a significant part,
it
is also part of the phases of dying that Cobbler Roth described. The
patient was on an anti-depressant Lexamol, a family member
of the
well known Prozac family, the second point being that several
of the points of evidence indicate that the patient
became severely
depressed at times, again fitting in with this description. On
the resultant effect of any of the depression
he said he could not
testify about the severity as he obviously did not examine the
patient at that state. However, he took cognizance
that depression
will impair cognitive functioning especially memory, concentration
and focus to a mild degree, .
the effect
of the anti-depressant however as it does not impact on the cognitive
functioning. (admitted in September 2015 also suffering
from
depression, anti -depressants prescribed)
[206.2]
The second constitutional factor he referred to was the presence of
terminal cancer which he regarded as obvious. One also needs to
understand that the very important constitutional factor here is
imminent-death, which is not a moment, but a process of slowly
switching off bodily functions until the last moment when the heart
stops, and the brain then also dies
.
All
or one, one of the all the different organs can be affected to
varying degrees,
the liver
, the kidneys, the heart etcetera.
There were no signs of these reported in the deceased, other than the
slow physical death. In
terms whereof often physical weight loss,
weakness, couldn’t walk any more etcetera. But one of the most
important organs
is obviously the brain, the brain also undergoes a
slow progressive switching off in various degrees, and this would be
supported
by the descriptions of periods of confusion or periods of
delirium that, that they obviously not continuously but certainly at
times the deceased experienced.
[206.3]
The other constitutional factors that were present, were
obviously
the Opioids and the alcohol. He deferred opinion on opioids
to Dr Kruger the pharmacologist, but for mentioning that he was aware
as a Psychiatrist that morphine in terminally ill cancer patients can
impair cognitive function mildly. The same would apply to
Oxycodone
and to alcohol. Alcohol however is a very complicated topic when it
comes to cognitive functioning, obviously if one
is inebriated, he is
drunk with alcohol. Obviously, to a lay person it means memory can be
severely affected, etcetera, blackouts
often described by lay people
as periods of amnesic behaviour. In the intervening periods there can
be associated nutritional deficits
and the direct toxic effects of
alcohol on the brain which is a very complicated topic, as a factor
adding to others. Not in itself
but certainly highly significant
especially in combination with Morphine, then these were basically
the constitutional factors
he wanted to mention.
[207] He
concluded that in the end he would then come to a conclusion where
you have a person with a premorbid personality
that was strong,
focused, directed, highly successful being diagnosed with a terminal
illness with all the subsequent effects possibly
also an alcoholic
with all the attended effects thereto, with a stated wish to have his
two daughters become his heirs in the first
testament, being
subjected to a relationship lasting a total of 179 days with a
subsequent marriage. Evidence led of isolation,
a vulnerable
individual, evidence in progressive changes in wishes culminating in
a fourth testament that disinherited his daughter.
In the absence of
a significant event that could have explained the testator’s
disinheriting the Plaintiff.
Failure to understand,
or uncertainty about his wishes
[208] In
reading the recorded conversation between Ms B[...] and the deceased,
Dr Collin’s view was that firstly,
it was a very clear
emotional feeling expressed about the 2
nd
Defendant by
B[...], that she obviously does not like the 2
nd
Defendant, expressing a very ferriferous opinion that she does not
want to take care of the 2
nd
Defendant after the
deceased’s death. Collin found the comment by the deceased
strange that the 2
nd
Defendant (not 2
nd
Defendant but B[...]) was going to execute the testament as in every
testament the deceased had appointed the 1
st
Defendant to
do so. It is also remarkable in two respects, firstly that the 1
st
Defendant was probably the executor right through, and secondly the
2
nd
Defendant was never mentioned in any one of the
testaments in terms of executorship. B[...] was repeatedly mentioned
as a backup
or a second in line executor should the 1
st
Defendant fail, or for some reason be unavailable or unable to be the
executor. According to Colin it indicates an interesting
confusion in
the testator about this, which might indicate an unclarity or
indistinctness about the ability to integrate the information
about
testaments and to understand logically what they mean, and to
understand the wishes he has expressed. His wish expressed
in the
testaments was that the 1
st
Defendant failing which B[...]
would be the executor not the 2
nd
Defendant, which is the
second significance, apart from the relationship.
[209] Colin
referred to the discussion between the two daughters and between
B[...] and the deceased again. He believed
that the person they were
discussing is probably the 2
nd
Defendant. That the
daughters again expressed a very clear emotional opinion that they do
not want to be involved with the 2
nd
Defendant. The
testator conveyed that he has thought about it and supports the
notion that B[...] expressed that for 20- years,
his life was messed
up. The deceased repeated it twice, “she did”
---“she did,” but also professed
that he also now knew.
He then conveyed the fact that he too lived his own life and that he
was a difficult man. That in other
words indicated that apart from
the bad relationship between his daughters and 2
nd
defendant, the emotional value that the deceased at that stage
expressed was that 2
nd
Defendant might have interfered in
his life, producing periods of unhappiness. At the same time fully
acknowledging that he probably
was not the easiest person himself,
and that he significantly contributed to any relational issues
between 2
nd
Defendant and the deceased. Colin in that
regard conceded that the report was a resultant of one sided
evidence that he has
heard which excludes the side of the Defendants
which might have to be reconsidered after that evidence.
[210] Under
cross examination, Dr Colin’s testimony was that the capacity
of the deceased in the sense that he
knew what he was doing was not
in dispute. The context of his comment however being the fundamental
concept contained in the larger
concept of testamentary capacity.
When he was asked to confirm if at the time when the deceased signed
the will he was fully aware
of what was in it and that he agreed with
that? He pointed out that it was a very, very difficult question for
any sort of expert
psychiatrist to answer because there were
indications as shown from the transcript of conversations that there
were times when
the deceased got confused between the true executor
and the 2
nd
Defendant, who is going to execute the will.
(Also him talking about leaving W[...] R4 Million when he is not in
the will. Colin
confirmed that it seems there were periods where some
confusion might have existed.
[211] He
cautioned that the fact that the will was executed a few days before
he actually died must be remembered, and
making it incredibly
difficult to definitively say yes or no he was fully aware of what
was in it and that he agreed with that.
He also said he would feel
uncomfortable saying unqualifiedly that he was not. As it is evident
that there were periods of confusion
and periods of clarity and
certainly the descriptions of observation of confusion at times makes
one wonder what exactly the clarity
was and testamentary capacity was
not the question that he was asked. He however qualified that
statement by also indicating that
the level of psychiatric or mental
affliction for testamentary capacity is much higher than that of
undue influence. Undue influence
is of a lower affliction. And it was
necessary to indicate as a psychiatrist that it was so, in other
words you need a much more
confused patient to affect testamentary
capacity than what you do of undue influence or let undue influence
exert its influence.
[212]
Commenting on the quality of the evidence or the extent to which he
had taken the evidence so far seriously, he
stated that as a
psychiatrist, in his clinical work when he asks someone a question
and he listens to their description, it is
very important to listen
to the difference between a description of an event and the
interpretation of an event. He made it absolutely
sure whilst
listening to the testimony so far that there were no interpretations
by the two daughters when testifying, but in fact
that they gave
descriptions of events that the court could evaluate. He so far
believed that the quality of the testimony was quite
compelling in
terms of the points that he described but indicated, which is a very
important caveat for any expert witness that
he was also of the view
that the recordings were important, although clearly selected and
absolutely nit-picked, they are however
incredibly valuable for what
they are. Fully keeping in mind that it does not reflect the full
clinical picture, and that it is
usually rare to get a version of the
deceased’s thoughts, behaviour, other people’s behavior.
He felt it was an incredibly
important document nonetheless. He also
agreed that a testament is a document relating to context so when it
gets to testaments,
context is everything.
[213] On the
2
nd
will signed on 8 October 2015 and 2
nd
Defendant’s reappearance Colin noted that in terms thereof the
Plaintiff was already excluded and the only beneficiaries
being
B[...], B[...]’s son (the deceased’s grandson and the 2
nd
Defendant. The marriage of the deceased and the 2
nd
Defendant was on 25 October 2015. The will therefore signed during
their time of reunion and cohabitation. The deceased being exposed
to
the will of another. According to him there might have been no
morphine or evidence of medication, however there were several
constitutional factors already creating a more vulnerable individual
at that stage, notably terminal cancer, as I indicated, purely
the
diagnosis was already terminal because pancreas carcinoma is such and
it was shared with the patient.
[214] The
presence of alcohol and depression and the slow, progressive
isolation that already took place. He noted that
he still
did
not have any information about an event that would have led to
Plaintiff’s exclusion from the will or would have changed
a
strong willed businessman’s opinion to disinherit one of his
children. He was waiting to hear about it if there was such
information. The patient was suffering from a terminal illness, and
then the marriage in which all of this was very prominently
expressed. 2
nd
Defendant not wanting her to be involved
happened literally on 25 October, where this was on 18 October,
talking about a week,
(which was actually two weeks as the will was
signed on 8 October 2015). He did not believe that the opinion of the
2
nd
Defendant will have changed in such a short space of
time. He believed that there is a reasonable chance that the court
can find
that opinion by 2
nd
Defendant was already there
as it was very clearly expressed two weeks later.
[215] He said
he would have thought about it the same way and wouldn’t have
significantly changed in the intervening
two weeks since the will was
signed and the expression of that opinion two weeks later at the
marriage. The opinion was however
not cast in stone, but for the
court to evaluate and decide. When it was pointed out that there was
no morphine at the time and
that there was less time to isolate him
from his family, the duration of the influence being a significant
factor. He emphasized
that there is a difference between the will of
a person and cognitive impairment. He disagreed stating that the
duration of the
influence is actually not the factor, the factor is
in fact the intensity of influence and vulnerability of the
individual.
[216] On the
will dated 18 January 2016 naming the 2 daughters, that is the
Plaintiff, B[...] and the 2
nd
Defendant as beneficiaries,
Colin described the change or the deceased’s vacillation as an
ambivalence which according to
him would still fit with undue
influence being present which is an element of a particular state of
mind. Going back to the concept
of competence, which is the ability
to gather information, make a decision, come to logical conclusions
and act on that. He said
ambivalence indicates the inability to
integrate information as to who his heirs should be and who should
not, in the absence so
far of any clear fallout.
The conflict
is an indication that the patient was ambivalent. It begins to play
into the concept of competence. Asking the question
whether could the
testator consistently evaluate his heirs and then consistently stick
to his heirs based on his will or did he
fluctuate under the
influence of external pressure or another’s opinion? That is
worrying in terms of consistency and competence,
in terms of sticking
to your guns, making a decision and sticking to your guns. According
to Colin another very difficult question.
[217] On the
possibility of the deceased being angered or offended by the
Plaintiff trying to stop the wedding and also not
attending,
resulting in her being overlooked or excluded. (This intercepted by
January will). It was Colin’s opinion that
the answer was yes,
as generally speaking he would also be seriously offended by an
attempt to stop his marriage. However, according
to B[...] what later
happened, was that when the testator expressed his surprise to Ms
B[...] that the Plaintiff did not attend
the wedding, asking after
the Plaintiff, and when Ms B[...] then informed him that the 2
nd
Defendant actually prohibited her from attending, he was quite
surprised and expressed that he knew nothing of it. So, he found
Counsel’s theory a bit strange the deceased got angry with the
Plaintiff because she tried to prevent the marriage and therefore
disinherited her, whilst at the same time expressed to his daughter
later to be surprised that Plaintiff was not at the wedding.
He found
that to be sort of incongruent and not to fit in terms of what was
the reasoning for the disinheritance (It however fits
in with him
including her again in the January Will.)
[218]
Finally, what he still could not have is some kind of description of
a confrontation between father and daughter,
where the deceased was
saying he was angry with the Plaintiff, asking her why was stopping
his marriage, and telling her that he
does not like her anymore. If
she realises that she has now crossed the line, for that he was going
to disinherit her. Or told
that this is unacceptable behaviour, et
cetera. Absence such a description or decision he is swayed by the
evidence after the marriage,
about him expressing surprise, he
actually expected her to be there, the daughter that he later
disinherits, according to his opinion
that was bit strange, and does
not fit. Ms B[...] led evidence of the Plaintiff’s exclusion at
the wedding. (As family
he expected her to be there, like his
situation he will still include her in the will)
[219] It was put
to Colin that a further reason or second factor for the deceased’s
anger was the fact that after the
news about the cancer, the
Plaintiff was already in less than a week, in possession of 2
quotations from funeral parlors. Arranging
a list of attendees to the
deceased’s funeral. When it came to the knowledge of the
deceased, he did not take it well, that
she was planning his funeral
at that very early stage. According to Colin if that is the case
especially to a person that has been
in profound denial of his
illness and exacerbated and reinforced by the 2
nd
Defendant that he is not dying, it could be upsetting. Further he
commented that taking into consideration that the personalities
of
the two sisters are very different, the Plaintiff as a chartered
accountant and the pilot, thinks in a linear and logical way
whilst
the teacher, B[...] is more the emotional, the loving, the kind,
supportive, not that the Plaintiff is not loving, kind
and
supportive, she is just more linear and logic. So, it is that
the Plaintiff would go with their father to receive a diagnosis
and
was apparently present when he was told of his terminal illness. He
wondered if this is not a kind of the Plaintiff personality
kicking
in but understanding that it can be upsetting to the patient, he
agrees. He could not delve on whether it could be a sufficient
ground
to be disinherited, that she was thinking of his potential demise and
planning for it.
Under re- examination
[220] It was
agreed that pilots and Chattered accountants are very logical. His
professional impression was that, the
plaintiff, exhibits a kind of
personality that is precise, linearly, logical, motivated,
analytical, with incisive action often
added to it whilst that of
B[...], was that she is the more-soft spoken, emotionally empathic
person especially as it also comes
out in the recordings. Agreeing
also that the Plaintiff could have been a thorn in the deceased’s
eye, with an intrusive
irritating presence, which is the negative
side. The positive side he acknowledged was that her behaviour is
testified to have
been throughout to assist her father in various
ways, doing administration for him, being his transport to all of the
medical visits,
the appointments, assisting him with cancellation of
bank cards, also even consulting the police when some items belonging
to the
deceased were lost and was later found. The Plaintiff assisted
her father always with very little regard to herself, from what he
can gather there was never any motive to her than support, support
from her perspective, her personality, her interaction style,
that is
it.
[221] Further
during re-examination on the possibility of undue influence on the
execution of the 2
nd
Defendant playing a role in the
exclusion of the Plaintiff from that second will, his view by
positioning an element of undue influence
was that it is certainly
possible that undue influence was also exerted during the creation
and signing of that will
.
However, he said as an expert, he
needed to emphasise that it is an opinion, as he cannot base this on
absolute fact, other than
the fact that the other factors did come
into play over the course of time, cumulatively leading to undue
influence, possibly on
a vulnerable individual.
[222] Colin’s
comment on the deceased expressing a believe that god will spare him
saying that “di jere
gaan my spaar” was that it indicates
a denial of his situation still on the 19
th
February 2016,
a few days before his demise. The deceased was talking to the 1
st
Defendant, following his conversation with Dr Bond the previous day,
in denial in believing that his cancer will stop, clearly
based on
the evidence that he received, a false conclusion and goes back to
the whole idea of getting information, correlating
information and
then coming to logical conclusions.
Commenting on his
testimony about the fact that once a medical practitioner tells
somebody you must consider cancer, and hospice
in case of a cancer
patient, that indicates that the end of his normal life is near
whether the deceased’s conduct was realistic.
He from the point
of view that it is a fact that he was dying said that it was not
realistic, however he said cross - examination
clearly put to him and
he also thinks that is absolutely valid, it is a stage which is well
described in terminally ill patients,
therefore not unusual for a
terminally patient. What is unusual is the persistence of the denial,
that you keep on holding onto
that belief that you are in fact going
to be saved and cured, that is the part that is not rational, in his
words not reasonable
The deceased’s denial being convenient to
the 2
nd
Defendant) .
[223] Giving
an opinion on whether somebody using morphine will be in a state of
mind to change his will 4 days before
his death. The deceased was
prescribed morphine and has been using it for about a week when he
signed his changed will. The
question was whether this change
occurred of his own free will or was his state of mind compromised by
the use and influence of
morphine and perhaps concomitant alcohol
use. the effect or actions of deceased’s financial records that
medication and related
substances.
Defendants’ case
1
st
Defendant testimony
[224] The 81-
year old 1
st
Defendant was the deceased’s attorneys
for a period spanning nearly 40 years. He practiced as an attorney
following his admission
in 1965, then as an advocate, and back to the
side bar in 1972. He is what we can call an old hand. He met
the deceased in
the early seventies and has been his client since
then representing the deceased in various matters
.
He regarded
the deceased or described him to have been a successful business man,
a very difficult client who liked to have it his
way and it was
difficult to sway him when the occasion arose, but he would generally
follow 1
st
Defendant’s advises. He confirmed to hold
letters of executorship having been appointed as an executor in the
deceased’s
estate in terms of the 4
th
will dated
25
th
February 2016. He also confirmed to have been
involved in the drafting of the deceased’s other 3 wills and
the execution
of the Antenuptial Contracts concluded by the deceased
in all his marriages.
[225] In
particular the 1
st
Defendant confirmed to have overseen
the execution of the deceased’s will and the conclusion of the
ANC by the deceased and
the 2
nd
Defendant, signed at his
office on 8 October 2015. His secretary signed as a witness. The will
excluded the Plaintiff and included
the 2
nd
Defendant and
W[...]. In their discussion at the time about the exclusion of the
Plaintiff from the will the deceased told him
that the Plaintiff was
interfering in his life and trying to prevent his intended marriage
to the 2
nd
Defendant. He was the old self and knew
what he wanted. He wanted the 2
nd
Defendant to come and
look after him as he was diagnosed with cancer, and that was the
reason the deceased gave him for marrying
the 2
nd
Defendant
.
[226] The 3
rd
will that was signed on 18 January 2016 was also signed at his
office and witnessed by his secretary. In this will the Plaintiff
was
now included. He had from time to time raised the issue of the
exclusion of the Plaintiff with him and was not sure if that
had
anything to do with that. He would prepare the will on the date of
the instruction and the deceased will then subsequently
sign it. The
handwritten notes indicating changes were not affected on that will.
The 4
th
will in which the Plaintiff is again excluded as a
beneficiary was signed on 25 February 2016. The deceased came to his
office
highly agitated and wanted the 3
rd
will changed,
with the Plaintiff excluded again. The reason the deceased gave was
that the Plaintiff went behind his back to Dr
Bond and came and told
him that, she was told that he was going to die
,
that he did
not have long to live and that she was going to come and greet him,
words to that effect and again typical of the Plaintiff
interfering
in his life and he wanted her excluded.
[227] (The
reason however articulated was that it seems to have been of greater
importance to the deceased that she
was arranging the funeral (whilst
he still thought of his life, that he was encouraged to believe he
still has) He then got a call
on the 25 February 2016 from the 2
nd
Defendant informing him that the deceased was too ill to come to his
office and asked him to come and get the deceased to sign
the will at
their house. An arrangement was made for the 2
nd
Defendant
to come to the office, so that she could lead the way to show him how
to get there. The 2
nd
Defendant also asked the 1
st
Defendant to bring a witness with him
.
He brought Mr Hennop
who was at his office, to accompany him to the deceased’s home.
The instruction to draw the will was
received long before the 25
th
February with the instruction that they will come back for the
signing thereof. The 2
nd
Defendant showed him some
amendments to be made to the will that were written on the 3
rd
will which had to do with the movables. He phoned the deceased to
ascertain if that is what he wanted and again asked him with
regard
to the exclusion of the Plaintiff and he confirmed.
[228] When he
arrived there the deceased was happy to see him and in a jovial mood.
Another visitor also arrived, Mr
Putt who was introduced as the
estate manager. He was also introduced and the guests told that he
was the deceased’s attorney.
He showed the deceased the will.
It was very short. He showed the deceased on page 2 how exactly the
estate was to devolve and
again ascertained from him if that was the
way he wanted it. The deceased was satisfied. The will was signed in
the presence of
Mr Hennop, Mr Putt and he thought and the 2
nd
Defendant and not sure where she was sitting exactly, she might have
been behind the deceased. The deceased was sick, scrawny,
physically
in a bad condition, but mentally he understood exactly what he was
saying and what was going on
.
He was able to hold
conversations and in his view there was nothing wrong with his mental
capacity. He further could not detect
any sign of alcohol. He would
be sensitive to something like that as a teetotaler.
[229] On the
issue of morphine he said he did not know anything about it. He would
not have let him sign the document
if there were any signs that the
deceased didn’t understand the contents thereof. He also
gave him a document whereupon
he was releasing B[...] from a
liability to repay him an amount of money he advanced to her. He
signed that document as well.
[230] On the
relationship between the deceased and the Plaintiff, the 1
st
Defendant was of the opinion that it was a sort of an on/off
relationship. The deceased would complain to him from time to time,
if things worried him and when he was upset with the Plaintiff
interfering in his life. On the other hand, the Plaintiff
had
often phoned him when she happened to have a problem with the
deceased, therefore on and off, good and not good. He said he
didn’t
know anything personally except for what he was told by the deceased
or the Plaintiff. He did not attend the
funeral due to an
appointment he had with the Cardiologist. After the funeral the
Plaintiff and B[...] came to see him at his office.
He gave them a
copy of the will and was sympathetic to the plaintiff’s
exclusion as his wife went through the same being
left out of her
mother’s will
.
He denied vehemently as being totally
untrue that he laughed at the Plaintiff and told her that she need
not have come.
[231] He
further denied that he, personally as the executor had anything to do
with the advert that was published in
November 2020 for finalization
of the state when there was a pending dispute. He indicated that a Mr
Hennop would have attended
to the estate had it not been for the
dispute. He said he confronted Hennop about the advertising and he
told him that he also
did not know about it. The advert was placed by
his agent, by mistake. He confirmed to have made an undertaking to Mr
Kruger, the
Plaintiff’s attorney that he was not going to
proceed until finalization of the dispute. He confirmed to have been
an executor
in a few estates but not to have done any administration
himself. He agreed that the deceased was a stubborn man and as to
whether
he has gone against his will he says it depends and that is a
general question. He might have discussed a particular problem with
the deceased where they were not in agreement with each other, but he
cannot recall if there were instances where he may have gone
against
the deceased’s will or advised him against his wishes. (He had
testified to have advised the deceased at an instance
of the friction
between the deceased and the Plaintiff).
[232]
He did not have a file of the estate as the administration was being
handled by Hennop. He would dictate to him
the contents and he will
put the letter on his letterhead. He also did not report the estate
to the Master. He confirmed not to
have looked at the Final
Liquidation and Distribution account that was published nor to
remember the number of accounts that have
been opened. He also was
not aware that there were doctors account (creditors) that were not
paid. He was referred to the conversation
of the 19
th
February 2016 when the deceased called him to
speak about the Mercedes vehicle that he no longer wanted. He was not
sure if he was
concerned about going to the hospice. He however
remembered that the deceased did during that conversation state that
he trusted
or believed that the lord is going to save him. He also
indicated that the deceased was in a bad state, he was obviously
physically
ill but believed that the almighty can do anything. He
cannot say whether or not he was justified to believe that. He could
not
comment on the report by Dr Van Rooyen, the Oncologist that “hy
presenteer aavanklik gewigs verlies algehele swakheid en naarheid”
the deceased presents with a picture of a person that is normal,
physically and with psychological capabilities, saying he does
not
have the knowhow.
He confirmed that it was
also said “hy het redelik gesukkel tydens behandeling intussen
en verder gewig verloor.
He could not deny
that the deceased had lost a lot of weight.
[233] With
regard to the matter of the Plaintiff not attending the wedding and
the evidence of B[...] that the Plaintiff
heard of the wedding from
B[...] on 23 October, he said that is what he was told by the
deceased when they met, why he wanted his
daughter excluded from the
wedding. He said it was possible as in accordance with the evidence
of the Plaintiff that when the Plaintiff
heard of the wedding she
phoned him and he advised her to keep her dignity and stay away from
the wedding. He confirmed that the
Plaintiff did not want the wedding
to take place. According to B[...] the deceased only knew
of the reason why the
Plaintiff was not at the wedding after the
wedding and was surprised of the reason.
Professor
Schellock
[234]
Professor N Schellock, head of the Pharmacology at the University of
Pretoria reported that her broader field
of study and research is
Chemotherapy which involves medicines that work on rapidly dividing
cells. She was however referred to
by the Defendant’s Counsel
to be an Oncologist. She said Chemotherapy also involves drugs used
in oncology and drugs use
in infectious diseases. So, oncology is
cancer, that is in pain management and drugs used in infectious
diseases which is antibiotics.
And what is interesting these two are
actually closely related because, cells in cancer divide rapidly and
cells that work in infections
divide rapidly. Research and review
paper on how to optimize the management of pain. She wrote a paper on
oral opiod management.
What happens when morphine is administered
orally. “If morphine or in that matter if any of the opioid,
could either itself
cause undue influence considering all of the
factors as fully qualified below the use of morphine...”.
[235] According to
her apparently “Morphine 1mg per milliliter (5 to 10 mg) was
prescribed on February 18, 2016 but
apparently administered from
February 4, 2016”. She noted that Dr Bond’s testimony was
that he didn’t have that
script. But he had also said “On
the 4 February 2016 we started the patient on 2.5 milliliters of oral
morphine.” (According
to Bond it was a once off. It was
scripted, to be given/taken 6 hourly. A lower dose that was
adjusted on 18 February 2016
.
Being at the period of advanced
stage of cancer. The therapeutic dose of morphine where pharmacist
start morphine at is normally
at 5mg/ml four hourly. So, if they say
that there is 1mg for 1 millilitre which is what was reflected on Dr
Bond’s report
then 2.5 millilitres is a very conservative dose.
In other words, the patient was not started at the normal therapeutic
dose for
a person with pancreatic cancer. It is sometimes seen in
clinical practice that clinicians start a little lower with morphine
to
determine the response of the patient to the effect and the side
effects of a medicine.
[236] She
elaborated on how the morphine deals with the pain in pancreatic
cancer? Analyzing morphine as a substance
she reported that actually
it is a very old substance. Saying what is more important than the
medicine in itself is to take the
medicine in context of a person’s
specific condition. So in other word morphine acts on three different
receptors. That is
about mu receptor, kappa and then delta. The only
reason she was mentioning that was to assist in putting it into
context as the
deceased was on other derivatives. It was the
Tramadol, Buprenorphine and Codeine, all opioid derivatives and all
do not act on
their own receptor. She emphasized the fact that it was
not known if the patient was on the opioid derivatives at the same
time
or if he used it before, but what is important is that they all
act to some degree on the three same receptors. And also mentioned
a
concept she called tolerance. Explaining that the body in other words
only has so many receptors. Buprenorphine does not have
its own
receptor, and then the other two drugs each have their own receptor.
They share these receptors. So the drug acts there
and if your body
thinks there is enough it starts down regulating those receptors. The
effect of that (which is why effects and
side effects are
highlighted) becomes less.
[237] Dealing
with effect in the context of someone with pancreatic cancer Shellock
pointed out that it is an aggressive
cancer and normally more than
80% of the time diagnosed very late. The pain is what makes a patient
present to the doctor. Cancer
in itself on its own also produces
pain. And the reason why this happens is cancer has got lots of
rapidly dividing cells. And
these rapidly dividing cells releases
inflammation mediators, that is molecules that signals pain. The
molecules produces pain
that is called the nerve growth factors.
Cancer causes inflammation and in all of the cell lines and it almost
attacks all of these
nerve fibres. It is extremely important to not
look at morphine in general but, you have to look at morphine in a
patient with
cancer more specifically pancreatic cancer.
[238] So, now
pancreatic cancer is especially special, because it causes three
different types of pain and it is one
of the most painful cancers
that you can have. That being mentioned based on Dr Bond’s
testimony just to place it into context
why he did those surgical
procedures. The visceral pain is pain to your abdomen and your
pelvis. So, it actually highlights those
receptive pathways in the
abdomen and in that vicinal cavity and that is why the duct
obstruction was mentioned in Bond’s
testimony. And that is the
one type of pain, visceral pain. Then the second type of pain is what
is called somatic pain, this is
now specific to pancreatic cance
r
and that is why oncology always needs to be placed into clinical
context. Dr Bond also spoke about putting or going into the celiac
plexus he did that because of pancreatic cancer. So, somatic just
means it is pain in the tissues and the cancer in itself stimulates
substance P, which Dr Kruger also mentioned. And then the third type
of pain is neuropathic pain. So that is all the pain and all
of the
pathways. It is extremely painful.
[239] She
said the reason for mentioning all of this was to say that when
morphine is used in a patient with pancreatic
cancer, it is started
with a low dose, normally at 5mg, a therapeutic dose. But they
can up regulate that quickly, which
they normally do. But because of
everything that she had just said, in the management of pain in
cancer and in pancreatic cancer
that pain is the physiological
antagonist to the central nervous system side effects of morphine.
That is important because the
cancer in itself has now released all
of these stimulated extra pathways and morphine is first addressing
the pain. Then the next
side effect that she reckoned one would see
is a respiratory depression, the central nervous side effects. But
what one must not
lose sight of is tolerance.
[240]
Dealing
with tolerance-
Shallock confirmed that if there was no pain the
morphine will give result to more side effects. The pain to a large
extent absorb
most of the morphine and there is less left to cause
side effects which is tolerance.
Tolerance
is a function of
time, as alluded to by Kruger citing the FDA’s website. To say
that tolerance can only and can be developed
after a week
,
because tolerance is a term relating to the receptor and the drug
which develop at 60mg of opioids, which to some extent is incorrect,
the line preceding that, which he read states that tolerance is a
function of time. This drug was sitting on this receptor and
this
person now also have all of these other things happening. So, over
time or if there is a rapid increase in dose the receptors
start
thinking, that they can now just reduce because, there is enough of
this drug or it has been given over a long enough period
and that is
why junkies and people that use morphine will quickly try and get
more and we refer to that as also physical dependence.
So, what she
actually just trying to compare and convey is that If an oral
morphine is used in a patient with an advanced stage
pancreatic
cancer, there are many other inflammatory processes happening. That
produces pain in itself. And in palliative care
regardless of the
cancer they continue to keep the person pain free because, they
recognise that the morphine is occupied with
the pain. The other side
effects is secondary to that. They also recognise tolerance.
[241] She
indicated that in the deceased’s case there were lots of other
factors. They cannot inadvertently say
that morphine in a patient
with advanced cancer will influence cognitive impairment at a certain
dose, taking into consideration
other medicine that he may or may not
have used concomitantly or prior to this. One cannot say the
tolerance for argument sake
happened at 60mg. We cannot compare the
use of morphine in healthy patients to a patient that has severe
pain. Also recognizing
that the deceased used oral morphine. In a
patient with pancreatic cancer there are lots of painful receptors as
stated earlier
and when oral morphine is taken it first goes through
the liver. If you give someone something intravenously it almost
directly
goes to that place to that receptor. It does not first have
to go through the liver if it makes sense. So, if I inject you with
morphine it does not first need to go through the lymphatic system
therefore works immediately.
[242]
According to Shallock, receiving the morphine or not receiving it is
equally important, because if you did not
give him morphine he would
be in distress, because pancreatic cancer is extremely painful and
that may also impair his cognitive
abilities. So, in a patient like
this she said you give them something to address the pain so that,
they can have quality life
and go on with the business of living
referring to the country‘s progressive Constitution that
provides that pain management
is the constitutional right of a
patient, so that they can have quality of life. Recognising also that
the deceased was receiving
an opioid derivative, which share the same
clinical properties as morphine. She confirmed that the use of the
derivatives over
a period would add to the tolerance, when morphine
is administered after receiving that for a period of time. A patient
who had
a no history of usage of these substances is referred
to as an opioid naïve patient, that is more than exposed to an
opioid. The deceased when they started him on morphine he was not an
opioid naïve patient as he has been exposed to other
opioid
derivatives. She confirmed in terms of tolerance that in this case
its known that his dose was still relatively low. So
because there is
a good possibility that he became tolerant he would have less side
effects like neurological impairment. In pain
and side effects. So,
they become tolerant to the central nervous system effects, the
respiratory depressed effects, pain but not
constipation, which can
be seen from the report of Mr Kruger as well.
[243] On Dr
Kruger’s report on the
overview of morphine and its use
with the potential side effects, it is her view that it was not
placed into the said context of
this patient but more specifically
that Kruger has not taken into consideration the aspect of tolerance.
She said she went to look
at the reference that he has used, because
tolerance is an aspect over time. You could see it in dosages as
well. She agrees with
Kruger on dosages, but in the resources that
Kruger mentioned, the FDA, he mentioned 60mg at the line. Before
that, specifically
he stated clearly that tolerance is a function
over time, which is what they are accepting in pharmacology as well.
So tolerance
can also be achieved over time to use his reference,
with which she concurred, but the FDA also states a week or a dose of
60mg.
She agreed that it is impossible that the deceased could have
used all the medicines that were prescribed for him at once.
[244] On the
report and testimony of Dr Colin, she criticized the fact that Dr
Colin used studies in healthy volunteers,
which we now see Dr Bond in
his cross -examination also said you cannot look at morphine in
healthy volunteers. Then Dr Colin then
also said you cannot actually
look at morphine in healthy volunteers. In a healthy volunteer they
do not have these pain receptives
utilising and absorbing the
morphine. And don’t have all of the inflammation and the
inflammatory mediators and all of the
pain receptors in a person that
is healthy versus a patient that is dying of a pancreatic cancer and
it is widely acknowledged
that pancreatic cancer is extremely or very
painful versus another type of cancer
.
It attacks three
different parts of the body. It can be in the bone, soft tissue, the
skeleton or in the The deceased (patient)
received chronic
administration or some opioid derivatives that may have been
administered chronically and received morphine acutely.
And Dr Colin
did not include tolerance, but under cross -examination Dr Colin
concurred as Dr Bond did, that there is a difference.
[245] Furthermore,
Shallock’ indicated that when a person is going through the
process of dying as Dr Colin alluded
to, they become depressed. She
couldn’t find the mention of an antidepressant and would have
hoped that the deceased would
have been on an antidepressant. The
reason was because she learnt later through the proceedings that the
deceased was on Lexamil,
not sure of the situation but important as
Escitalopram acts on seroton in receptors in the brain. They say it
is a selective serotonin
receptor inhibitor. It would have been a
good thing if the deceased was on it, because if you increase
serotonin it may have assisted
if he was depressed. I am not a
psychiatrist also did not see him, but it would have assisted in his
mood stabilisation and with
pain management.
[246] On the
potential effect of alcohol Shallock’ reported that if there
was concomitant use of alcohol it may
potentiate the effects of
morphine. In other words it may make it worse, because it cannot be
metabolised by the liver
.
She listened to what Dr Bond had
said and at his report. She looked at the statement from the nursing
sister and could not get
any clear evidence if there was alcohol use.
She looked at the radiology findings of the deceased and could not
see any hepatic
cirrhosis, which in itself does not mean there was no
use of alcohol. She again listened to Dr Bond as he explained the
liver function
tests, (LFT) and to the cross-examination from Mr de
Klerk where he asked specifically to GGT’s, which is an
important point
that Mr de Klerk posed to Dr Bond. She
understood why Mr de Klerk asked Dr Bond that question. Because GGT
is elevated to
someone that used alcohol and sometimes indicative or
almost always indicative if someone is using alcohol. It is a liver
enzyme
that they use to determine if someone is using massive amounts
of alcohol. And Dr Bond’s response was that it was elevated
and
then he knows as he opened the duct obstruction to do the surgical
intervention. And then it reduced. To put that in context,
60 is
regarded as the upper limit. After the surgical intervention the
deceased’s was 61, which is not that elevated. If
there was an
external factor she cannot say as she is not a pathologist. She was
only responding to the evidence that was in front
of her.
[247]
Adenocarcinoma is pancreas cancer of
the glands. That means the pancreas presses against the liver.
So, it makes it really difficult to determine
if elevated liver functions is because of the cancer or if it is
because of any external
factor. So, it is important. She also
listened to the testimony of alcohol in the house and Dr Colin and
could not say if the deceased
used or did not use alcohol. She
explained the smell of alcohol as it was put to witnesses that the
pancreas produces insulin.
So, patients with pancreatic cancer can no
longer regulate their blood sugar as appropriately as they should.
if something
sweet is taken, the pancreas releases insulin which goes
to that cell, opens up the cell and it pushes the sugar into the cell
away, so that the body can use the sugar. She says in patience with
pancreatic cancer they become emancipated they look like a victim
of
a war crime. It is because they cannot metabolise sugar or other
foods and their body has to start relying on other ways to
maintain
energy. She spoke of a condition called
Diabetic
Ketoacidosis
- which means because
insulin is now no longer produced the way it should be produced, the
body cannot use that sugar appropriately.
The body starts using fats,
proteins and it causes an acidotic cycle. In other words the patient
almost becomes cidotic and smell
like an alcoholic
.
It is a fruity smells. They call it a
ketotic smell, and they could be suspected of alcohol abuse. So, it
is very difficult in patients
with advanced cancer.
[248] The
final question posed to her whether morphine or its opioid derivates
will in itself in a patient with advanced
pancreatic cancer cause
undue influence. She said she cannot say that morphine or any
of those opioid derivatives based on
the explanations that she has
given, the testimonies that she has listened to, the reports and
literature she has perused, the
papers that she has written, say that
morphine in itself will cause undue influence. She had to look at
someone specific that is
what she has done in other reports, in her
testimony that means in a conceptual framework. The deceased’s
age, adinocarcinoma,
co- morbidities, metabolism of morphine,
potential of tolerance. All play a role on the factors of undue
influence, which she left
for the court to decide. She cannot say
that the patient might have been influenced or have had some degree
of cognitive impairment.
Under cross
examination
[249] She confirmed that
she had little experience as a pharmacist except in retail pharmacy.
She agreed that multiple opioids were
used during the period before
morphine was prescribed and before the contemplation and drafting of
each of the wills although not
sure of the time lines of all the
wills and does not know when all of these opioids were prescribed.
She admitted that on the question
of the liver she only commented on
the GAMA GTD which had a low elevation of 61 to 60 and not commented
on ALT and AST were there
were significant elevations. Asked to
comment on them she said that ALT and AST are non-specific enzymes,
meaning they can be elevated
in multi-organ failure or in metastatic
cancer conditions and is independent to Hepatic dysfunction only. In
other words, they
are seen elevated in patients with heart attacks,
gastrointestinal disorders. She explained Lexamil Escitalopram
referred to by
Dr Kruger is a selective serotonin inhibitor. So what
that means is, it just makes sure that there is enough serotonin
which is
called the “happy neurotransmitter” related to
Prozac. Everybody knows Prozac within your central nervous system is
classified as an antidepressant, but it could also be used in pain
management because serotonin also has some effect in pain management.
[250] She
admitted to have done psychology studies in her Bachelor’s
Degrees. It was put to her that it is known
that from the deceased
they have removed part of his duodenum, his gall bladder and they
have removed part of his stomach. They
have removed part of his
pancreas and they have removed certain other stuff as well, lymph
nodes. Now, if all those have been removed
she was asked if the
enzymes in the body can still produce the “liquor smell”
and her response was that it actually
makes it worse because insulin
is produced or released from the pancreas and all of the cells, not
only the cells that are removed,
still requires energy, especially
the brain. So if he did not have parts of his pancreas … the
patient will still get the
smell.
[251] She
also confirmed that if somebody is taking morphine and it is suddenly
kept back from him that he would be
very distressed.
On the
question “If morphine or any of the opioid derivatives could in
itself cause undue influence. Her answer in her report
was repeated
that “To state that the use of morphine or any of the opioid
derivatives for that matter will in itself cause
undue influence
cannot be stated as a fact.” However she confirmed Kruger’s
modified answer that “Undue influence
highly likely if the two
are taken together, opioids and morphine”.
[252]
On the court’s question asking for clarity on the proposition
that the patient
would be in distress
if he does not receive the morphine and if his cognitive abilities
may also be impaired. She explained that
on a patient with pancreatic
cancer, morphine is used first of all for pain. In a patient the
cancer in itself adds more pain pathways
which is those 25 receptive
pathways. As the cancer grows and the condition evolves all pain
pathways are activated. And as the
morphine is used to act on these
receptors first of all for pain, and if its pancreatic cancer, there
is even more visceral, somatic,
neuropathic. Her opinion was
therefore that the deceased actually did not even receive enough
morphine for the severity of pain
that pancreatic cancer is known to
cause. In oncology pain is antagonised. It is the antagonist
cognitive impairment. In other
words, it first treats the pain, then
the side effect, it was not really discussed during this court case.
It is respiratory depression,
then central nervous system side
effects, which may include sedation and cognitive impairment. So one
cannot shy away from the
fact that there may have been cognitive
impairment. She confirmed that this particular patient, the deceased
was in serious pain.
And even though he received the therapeutic dose
in her practice in palliative care, as alluded to, it was a
therapeutic dose but
she suspects he may have been in pain.
[253]
She was asked then as a follow up question if when there is not
enough morphine to treat the pain, there is nothing
left to cause
that respiratory depression and nothing left to cause any effect to
the central nervous system or if it is used up.
Her proposition was
that with every drug that you administer there is an effect and a
side effect. And referring to the up regulation
of the receptors,
what is being said is that, that drug, then preferentially binds to
the pain receptors. And in layman’s
terms the answer
could be yes, if that is actually what it means when one say in
cancer, pain is the psychologist antagonist to
respiratory and
central nervous system effects and tolerance develops rapidly, both
to pain and to the side effects. She
said she would not
necessarily say that there is nothing left because they may be still
some distribution, as is referred to in
pharmacokinetic tolerance,
only to a lessor extend. She cleared that c
ognitive
impairment is a term for any condition that affects
mental
abilities
like
memory, thinking, or problem-solving.
CANSA’s
Ms Venter
[254]
CANSA’s home based care nurse at Pretoria, Ms Venter who was
contacted by the Plaintiff testified that:
she remembered the
deceased and the fact that he did attend to him and the family during
November 2015 after she received a call
from the Plaintiff asking her
to come and visit following her father being diagnosed with cancer.
The Plaintiff gave her 2
nd
Defendant
numbers with whom she made contact and thereafter went to visit them
at their home. The deceased’s mobility was
very poor, his
mental state stable and was very thin. When she visited in February
2016, the deceased was on morphine and
had
also started with a low dosage. She explained to the deceased that if
the pain is severe the morphine can be increased in small
dosages,
but the deceased refused because he was afraid that he would not be
aware of what is going on around him.
[255] On her
last visit, which was on 22 February 2016 the deceased was very weak
but that was normal, he was sitting
in his chair, he did not eat much
although he drank some yoghurt and stuff, cold drink, tea. He was as
hard headed and very irritated
… but as, when she asked him if
he has pain he said it was under control, which was very strange to
her as his morphine
was not very high, for a patient with that type
of cancer they usually have a lot of pain, so, but he said his pain
was fine.
He
then commented that
his mental state was however
normal, there was nothing wrong with him. The last time he saw him
was the 22 February 2016. He was
aware of what was going on around
him and he was still as hard headed as always.
[256] The
deceased’s wife the 2
nd
Defendant told her that the
doctor had suggested that the deceased go to a Hospice. She explained
to them that it was not a bad
idea, and they work close with the
Hospice. If it comes to the time when he goes into a coma, as it
usually happens by the end
of the cancer, then the Hospice can
provide a facility where they can admit him and look after him until
the final day. They said
they will wait for that. The deceased did
not want to go unless it is time for him to go. It is not that he did
not want to go,
at that stage he felt that it was not yet necessary.
She only made three visits to the deceased’s home.
[257] Every
time she visited the house she found it neat and tidy. On her
last visit she suggested that they can
put him on nappies and
explained to the deceased the reason for the nappies was because he
did not have control over his body anymore
and it is just to assist,
for any inconvenience. He still got out of the chair and went to the
bathroom, because he did not want
to be on nappies. So when she
visited him he was not on nappies, but he was not in soil and was
cared after, it was obvious, u
can see. He was not dirty but was
sweaty, due to the situation of his illness, but he was not dirty.
When she phoned and asked
to come and visit them the 2
nd
Defendant will agree and has never refused her to visit. She arranged
the appointments and everything around their situation.
[258] She met
the Plaintiff when she visited the Plaintiff s house after
Plaintiff’s call to CANSA. She also met
B[...] for a short
period of time. From her observation the Plaintiff was quite a lot
like her father, very hard headed, strong
minded, will fight until
the bitter end, when B[...] was more softer, would think about other
people’s feelings, she was
the softer kind. Venter said she
knew of the deceased’s history with alcohol but at each of the
visits there was no alcohol
available and the deceased did not look
to be under the influence or nor did he smell of alcohol. Ever since
CANSA got involved
they were always in a fight with each other, which
was sad because she felt that they needed to stand back and have
compassion
for their father’s situation at that stage, but they
were always in a fight.
[259]
According to Venter, the 2
nd
Defendant was always glad to
hear from CANSA when she phoned her, especially when they visited she
was glad to see them, because
she was afraid that the deceased will
pass away and she will not know what to do. She was afraid that she
might not have been doing
the right thing and not looking after him
as good as she can. Her impression was that she was looking after him
well.
[260] Under
cross examination she confirmed that neither the Plaintiff nor B[...]
was present when she visited the deceased.
However, when she visited
the Plaintiff for the first time, the Plaintiff told her about her
father. The Plaintiff cared about
her father but she also said they
were always in a dispute and disagreeing with each other. When
she visited the deceased
at home and asked him about his children, he
told her about specifically the Plaintiff. They were always arguing
with each other.
They never agreed on anything, there was a lot of
animosity between them, that is what he said you know. He said, he
needed to
make peace with his children. There was no good vibe
between him and the Plaintiff.
[261] She
read a statement she made in April 2016 that on 16 September 2015 she
visited the Plaintiff at her house who
told her about her father the
deceased and wanted her to visit him and also wanted to know what is
going to happen. On 22 September
2016 the Plaintiff phoned her and
informed her that the deceased had an appointment with the Doctor and
she wanted to go along
but they did not want her to come. She advised
the Plaintiff that she can go to show her support its her father but
she must keep
her distance. On 23 September 2016, the Plaintiff
called her and informed her what the doctor said after the chemo and
the
radiation. Most of the time, the oncologists give patients the
treatment and then wait a certain amount of time to see how the
treatment works and then take it from there, because the patient
needs to recover. So the Plaintiff phoned her and told her that
the
doctor said that the next appointment would be in a month’s
time. The Plaintiff also phoned her to tell her that the
deceased was
at Kloof Hospital for a stent. She asked the Plaintiff for the
address and the telephone number of her father.
[262] On the
10 of January 2016, the Plaintiff telephoned her to inform her that
the 2
nd
Defendant was in the Cape and has left her father
alone. Venter called the 2
nd
Defendant and asked after the
patient. The 2
nd
Defendant responded that the deceased was
well. She did not get the impression that she was not at home but
that she was with the
deceased. She also in her statement stated that
on 9 of February 2016 the Plaintiff informed her that Dr Bond is
putting another
stent in and that he injected the deceased with
morphine. She is not sure if they put another stent because he was
too weak. But
she also wrote that the deceased was sent to go and see
the Urologist at Unitas by Dr Van Niekerk. She then recorded in her
statement
that from her notes she wrote that the Plaintiff phoned and
told her that Dr Bond said that the deceased must register at a
Hospice
and make contact with a Hospice because of his situation he
was weak and he was in denial. On the 19
th
February 2016
she wrote that the Plaintiff also informed her that Dr Bond stopped
all the medical treatments and that the deceased
only had a few days
left..
[263] She
confirmed that the Plaintiff cared for her father and that both
daughters loved their father. The deceased
was in denial of his
situation and of how far along was his cancer. He only had a few days
left. In a way the Plaintiff and B[...]
were also in denial, in a way
the Plaintiff was also in denial as all the other parties in the
family. They did not want to come
to the realisation that there is
nothing left to do for the deceased than give palliative care and
medication for pain and make
him comfortable. They wanted, until the
end even the Plaintiff and the 2
nd
Defendant and the other
daughter, B[...], to fight for the deceased to get well and to get
better. So that was never a problem,
they loved him, they cared for
him but Maria was like her father, they always were fighting each
other. She confirmed to have only
visited the house by appointment
and not to know how it was like when she was not there. She also did
not see any visible wounds
on the deceased whilst she visited.
2
nd
Defendant’s evidence.
[264] The 2
nd
Defendant testified confirming her marriage to the deceased on 5 June
1993 after having been in a relationship for seven months.
She did
fall pregnant and lost the baby in July same year. She was wife
number 5. She met the deceased through her parents at a
cattle
auction in Pretoria. The marriage lasted for 5 years and they were
divorced in 1998. According to her the reason they got
divorced was
because the deceased was a heavy drinker and from time to time it got
unbearable as he would be aggressive and she
decided on a divorce.
She then left for the beachhouse in Ramsgate. On her birthday the
deceased called her and told her that he
got a surprise for her which
she must collect at the airport and the surprise was him getting off
the plane and then their relationship
started again.
[265] They
continued with their relationship but stayed unmarried and it all
went very well. She continued staying at
Margate and he remained at
the farm. The deceased wanted them to get married again but she
refused as the deceased under those
circumstances was well behaved.
After 2 years in 2000 she, at deceased’s request, moved back
with him at the Waterberg farms.
They stayed together for five
years. In 2005 she bought Pringle Bay Mini Mart and moved to Pringle
Bay
.
He assisted her with the business in various ways,
heavily involved. He helped also in 2013 when she wanted to sell the
business.
At some point he also borrowed her a R100 000 which she
paid back in instalments of R20 000 per month. There was an
attorney’s
letter of demand for payment as well as he was like
that business to him was business even if you are family. Also
to build
her own first cattle business and grow her own stud he asked
her to pay the full amount. She had to cancel her investments and pay
him. When she asked for a delayed payment, he refused. There was
always a relationship all the time.
[266] Over the
whole period of 17 years they were divorced he continued to ask her
to marry him and she refused until 2015
when she agreed. She refused
before then because she thought he was going to misbehave. At the
time in May the deceased phoned
her and asked her where she was. She
was in Pretoria. She also asked him where he was and he was in front
of her house in Pringle
Bay to ask her to marry him now, because he
fell ill. They still do not know what was wrong with him. He had
realised that she
was also not well. He wanted to ask her to get
married finally so they can spend quality time together. When she
told him that
she was at her sister’s inauguration as a
professor at the University of Pretoria, he was very disappointed
and, obviously
because he had come to convince her again to get
married. Then because she was not there the deceased decided to take
a trip along
the coast back home and to visit some of their friends,
one of the ministers that was also involved with the Brahman cattle
kept
contact with him while he was driving back.
[267] She
denied that she chased the deceased away. The date was 26 May 2015,
she was not there and she remembers the
date because it was her
parents’ birthday and the deceased went to visit them, had tea
and cake and then continued his journey
along the coast back home.
She has retired now and before that she was a senior lecturer and
head of department at Teachers Training
College at Kwa -Tema Springs
and then she got married to the deceased. She assisted him in the
garage business. During the week
she was at the business, because it
was not busy and he would be at the farm and then they would swap
weekends when business was
very busy. She bought her own cattle then
started her own Brahman stud. Her parents were also involved with
that, so they were
going to all the shows and the auctions. They
lived together for five years. She alleges that because they were not
married but
living together on the farm, he started drinking again
.
She bought a property in Pringle Bay, in 2005 and sold it in 2013.
[268] On 29
August 2015 she was down in Margate at her parents’ place when
she got a call from the deceased informing
her that he has been
diagnosed with pancreas cancer, the previous day. That follows
after May 2015 when he was sick and did
not know what was wrong with
him. He told her to come home now and that he wanted them to
get married again. She flew
from the airport in Natal to
Lanseria and was fetched by the deceased and his son in law B[...]’s
husband. The next day the
deceased called her indicating that there
are three things he needed to discuss with her. Number one was, he
wanted to marry her
again, for the second time. The second one was he
wanted to be buried with his mother at the Zandfontein Graveyard and
the third
one, he wanted her to promise him that he will never let
him go to CANSA or Hospice. He wanted her to take care of him to the
end
at home and he did not want other people to be around him in his
last minutes and she did all three.
[269] They
got married on 25 October 2015. She arrived at the deceased’s
house on the 1
st
September 2015. On the 2nd of September
2015 the deceased had to fill in a form for the estate so that she
can also commute in
and out with her fingerprint. The deceased asked
the Plaintiff to complete the form because that is the way he always
worked and
he will just sign it. He was required to also state who is
who on the form. He was the owner and the resident and Plaintiff
filled
in her name secondly, and then wrote daughter. She then filled
in the end 2
nd
Defendant’s details and asked the
deceased what she must write there, the relationship with the
deceased, and he said “my
wife.” The Plaintiff ignored
that and wrote friend. He was clearly unhappy with her and he wrote
wife. The deceased asked
her and the Plaintiff to go and hand it in
at Mr Perth’s office.
[270] On
their way there the Plaintiff said to her the deceased is a lot more
ill than they think, in fact the cancer
has spread all over and was
not going to live long, the cancer was already spread all over and
asked the 2
nd
Defendant to please make a list of the
farmers and his friends that she knows to invite to the
funeral
. According to her it sounded crazy and absolutely
disgusting. She could not understand the inviting part. The Plaintiff
said she
will make the list of the family and also asked her to give
the deceased the three quotations that she already got for the
funeral.
She ignored the Plaintiff’s whole issue. When they got
to the estate office everyone knew who she was when she told them her
name. They all recognize her as the deceased’s wife because he
always referred to her as his wife, all the years.
[271] Then
the Plaintiff took the chance when everyone was quiet to ask her out
of the blue and in Afrikaans, “Mienie
het jy darem nou al vir
jou ‘n kêrel in die Kaap gekry”? Translating,
Mienie have you got, now got yourself a
boyfriend already in the
Cape. She said she ignored the Plaintiff. When they got home,
the Plaintiff again told the deceased
that she got three quotations
for his funeral and he must please just tell her if he would like a
happy one, a sad one or a normal
one, who must be the pallbearers,
what kind of flowers and all questions around a burial ceremony.
Apart from being shocked, he
was furious and told her to tear up all
three, throw them away and leave the house. She moved into the
house and the deceased
took her stuff to the main bedroom because he
was still healthy.
[272] On the 8 or
18 September 2015, they were waiting for the anaesthetist before the
deceased’s second stent. The
Plaintiff and B[...] were sitting
with the deceased when Dr Bond came in with the anaesthetist. The
deceased informed all that
he was going to get married to her again.
The deceased was upset with the Plaintiff because she made a silly
comment and said,
oh, so “this is now going to be his fifth
wife, in fact actually his sixth wife.” The deceased was
embarrassed and
spoke to her about it afterwards. The deceased
introduced her to both Dr Bond and the anaesthetist as his wife. Both
the Plaintiff
and B[...] did not express their feelings about the
announcement by the deceased that he was going to marry her. It was
put to
her that Dr Bond was never there at the Dr’s rooms when
they were supposed to do the stent and when the supposed announcement
was made by the deceased that he was going to marry her. She then
said it was for the first operation at the hospital not at the
Dr’s
rooms.
[273] On the
day he went for radiotherapy on the 8
th
October 2015, the
deceased took her to the 1
st
Defendant to do the prenupt
and he actually laughed and made the comment of, ‘of gaan jy
nou weer kop uittrek’, so
he actually asked her “do not
tell me you are not going to get married again.” She assured
him that she was going to
marry him this time and they went to the
1
st
Defendant. The deceased told the 1
st
Defendant about the prenupt and then he also said he wanted to change
his will. He wanted B[...], his only grandson and grandchild
and the
2
nd
Defendant in the will, a third each. She was surprised
because he did not tell her that he was also going to change his will
and
she thought Mr Pokroy made a comment on why not Maria and like
the deceased’s personality he just said those are the three
he
wanted in his will and he was pretty adamant about that. He was
furious and he said he was so disappointed in Plaintiff because
she
already gave him three options for the burial and there was also
another incident when he was in hospital and he told Dr Bond
and the
anaesthetist that they were going to get married and Plaintiff
commented that it was his sixth marriage. He also asked
her to open
the small safe at the hospital, take out his ID, his credit card, his
ring and his watch and to put it for him in his
drawer in his office
and they disappeared.
[274] Under cross
examination she confirmed that she also drinks alcohol especially a
good red wine and whiskey which she
learnt to drink from her father
at the age of 32. Also that after they were divorced the deceased
kept contact with her. The deceased
used to fly up and down coming to
see her and sometimes unannounced as a surprise. She during that time
had relationships with
other male friends, all good friends, but none
of them in any way to get married. She had intimate relationships
with other men
and did not contemplate marrying any of them. (Like
she did not contemplate marrying the deceased.) One of them was
killed in an
accident on 3 July 2007. He was jobless. She has a PHD
in Philosophy. She confirmed to have a platonic relationship
with
a 90 year old Mr Hogewind, an engineer and an MBA holder with
whom she engages in intellectual conversations and who has a very
good sense of humour. She said when she moved to Ramsgate after the
divorce the deceased a few weeks thereafter asked her to move
back
with him at the farm to help with the cattle. (Although she initially
said for a period of two years they were apart until
2000 when she
moved in with him at the farm until 2005).
[275] On the
story that he chased him away, she said the Plaintiff made the
assumption that she chased the deceased
away, she never did, she had
no obligation to tell any of his children what she and her husband
were doing. It is their evidence
that the deceased left two pamphlets
there and told her that he was leaving them underneath her door so
that she can choose because
he had come to ask her to make a choice,
between a RAV, Toyota RAV 4x4 or a C class, B class 5 Mercedes. He
still had the pamphlets
and I think it is in the evidence. She said
she got a call from him on 29 August 2015 asking her to come home
immediately to look
after him. She confirmed that on the date of
operation the deceased indeed told her to leave before it was dark
and the operation
took place very late that night. If she did not
leave he would be upset. She left and his daughters left with her but
turned back
and stayed over with him. They waited for Dr Bond to hear
what was the problem after the operation, so this was the first
operation.
[276] She
denied that the Plaintiff was not invited to the wedding,
contradicting the testimony of the 1
st
Defendant. She also
insisted that the Plaintiff made fun and joke of her father. She
denied but also could not refute the
fact that the Plaintiff denied
that her father ever spoke to her about her embarrassing him. The
deceased’s dates for Dr’s
appointment for radiation were
put to her which started on 14 October 2015 until November and no
date in September. She admitted
to have been mistaken and again said
it was on 8 September 2015. On whether she knew if the
Plaintiff played bowls on that
day, she said the Plaintiff could not
attend the wedding because she had a competition on for bowls on that
day and she played
in that competition and in Wonderboom. She said
she knew about it because her friend and the friend’s husband
whom she invited
to the wedding said they could not come as they were
playing in that competition. Her best friend told her the Plaintiff
was there.
Actually they were best friends of the deceased in their
80s and 90s and they could not come. It was also pointed out in
relation
to her evidence of receiving a letter of demand for the
money she owed the deceased that B[...] who owed the deceased never
received
such a letter.
[277] When
she was asked if she was an alcoholic she indicated to have a medical
condition that is called hyper mobility
syndrome caused by stress,
long term stress and or traumatic experiences. She was diagnosed in
2002. It all boils down to the ligaments
that do not keep the bone
structure and the muscles together, which makes her totally flexible,
very flexible. It is a hyper mobility
and she is off balance a lot of
times, especially under stress she appears sometimes to be unstable
when she walks and often falls
and hurts herself as she has got no
control about it. She said she was explaining her medical condition
because she has been accused
of having been off balance. She denied
that the deceased and herself ever sent W[...] to buy alcohol at
Spar. It was put to her
that the last purchase was on Thursday 25
February 2016. She however confirmed a purchase on 19 February of a
Johnny Walker red
and also same bottle purchased on 22 February and
on 25 February a Spier Merlot, Spier Chardonnay, two 1 liter bottles
of the red
Johnny Walker and one Scottish Leader were bought after
the deceased had signed the will. It was put to her that W[...]
visited
them in the afternoon they already smelt like liquor both of
them and Ms B[...] had also smelt the alcohol.
[278] She was
asked that as she did not suffer from a life threatening disease why
did she marry the deceased and she
replied that actually because
their quality of life together was better when they were not married
because he was kept on his toes,
not drinking more than he is
supposed to and then, she added that it does not appear anywhere, but
she was also born with a heart
condition. It is called Barlow
syndrome. It was only diagnosed in 1996 and 1969, in 1969. She
studied with oxygen until after university.
She was on beta blockers
and it is only also recently discovered, about three or four years
ago that her heart goes out of rhythm
and have been now on medication
because it can cause a heart standstill and she gets blackouts.
[279]
She explained that her handwriting appears on the 3
rd
will
because the deceased asked her to write it in there, and it was not
uncommon of the deceased to do so. He often, even with
business, did
it in his business and in her business, asked her always to fill in
the forms, even when he went to hospital and
in any other cases and
he would just sign. In fact, even when the deceased gave the car
back, she filled the form in for him and
he just signed. Even in the
case of the Plaintiff, the deceased gave the Plaintiff the form on 2
September 2015 to fill in for
the estate to update their data and he
just signed it. It was put to her that she asked for the watch
knowing it would be inherited
by his only grandchild. She indicated
that the watches were bought by the deceased on her birthday for
himself and the 2
nd
Defendant
for sentimental value and very cheap and did not think W[...] would
like the watches.
[280] With
regard to the stuff from the hospital drawer that was allegedly
stolen she pointed out that those items were
only the deceased’s
cheap watch, wedding ring that they got married with, his credit card
and his ID. She put them in the
chest drawer where they disappeared.
After the four items were missing, the deceased immediately stopped
his credit card, and the
two of them went to the bank and he received
his new credit card. He asked her to put the number in a very safe
place. She wanted
to write it in somewhere, she went to his office
and underneath his desk she wanted to stick it in there. It was dark,
could not
see and she felt with her hands where it is possible to can
stick the number and then discovered one of the items. She cannot
remember
in what order she discovered all four of them, in four
different corners there. She gave the items to the deceased and told
him
that she has discovered them. She denied to have put them there
in the four corners as she put them in the drawers where the deceased
told her to and she always did exactly what she was told. The
deceased did not lay a charge because she was upset. He said to her,
he thinks he knows who it is.
[281]
According to her when the two daughters came to visit, the Plaintiff
told the deceased that she already went to
Lyttelton police station
to report the missing items, but the deceased told her that he knew
the Plaintiff did it, that is why
they did not report it. He told her
not to worry, sent her to her room to look through her property,
because the daughters accused
her and hinted that the police were
coming to search the house. He was afraid that maybe the Plaintiff
put the lost items in her
stuff. She also added that before the
jewellery was discovered she one Sunday, came back from church
feeling feverish and fluey,
so she went to lie down in their bedroom
because she did not want him to get flu, it could have been fatal.
The two daughters came
to visit the deceased. The deceased told her
that during the visit the Plaintiff went to the bathroom and stayed
away for quite
a long time. The deceased did not hear the toilet
flushing and afterwards that is when they discovered the jewellery
was gone.
So, the deceased suspected obviously that that was the time
when the Plaintiff hid the jewellery. She was sleeping and the
deceased
was talking to his other daughter. After they discovered the
jewellery the deceased asked her not to say anything, he will deal
with it when he thinks fits, which he actually did on 3 October 2015,
which was the matric farewell function of the grandson, W[...]
and
after they left he confronted the daughters and he actually accused
the Plaintiff who was sitting there with a smile just laughing.
2
nd
Defendant actually lost her temper. The deceased asked them to leave.
[282] It was
also put to 2
nd
Defendant that B[...] denied that she was
at Dr Bond’s rooms with her present. Although she insisted that
she was there with
both, it was clarified that it was at Dr Van
Niekerk were she and the daughters attended. On the wedding she
denied that she told
B[...] of the wedding on 23 October 2015 and
invited only her, her husband and not the Plaintiff and W[...]. It
was put to her
that the 1
st
Defendant also confirmed that
the Plaintiff called him and asked him to stop the wedding upon which
she was told to keep her dignity
and stay away. She responded that
the two daughters were told by the deceased on the day he was going
for the operation that he
was going to marry her and confirmed that
the date was not mentioned. She denied having said the Plaintiff was
not invited. She
alleged that the Plaintiff was invited however could
not say how and who invited the Plaintiff. She only argued on behalf
of the
deceased that he would not have not invited his daughter and
his favourite grandson. However initially they were adamant that she
was left out of the will because she was against the wedding so much
so she was not invited.
[283] On her
absence at Pringle Bay on May 2015 when the deceased visited, she
said even though they were very close,
she did not tell the deceased
that she was going to be in Pretoria as she was going to surprise
him. The deceased also went to
Pringle Bay without informing her
because he was going to surprise her. They saw each other 11 times in
the two years after their
divorce, that would be during the shows.
After she bought the shop he visited regularly. She visited him
regularly at his house
in Pretoria and came to stay with him for 5
years in 2000 until 2005. She continued his contact with the deceased
even when she
had a boyfriend. The deceased was aware of her
relationships (post 2005).
[284] On her
allegations about the deceased’s being angry against the
Plaintiff for discussions about the funeral,
she insisted that
although the deceased discussed the bucket list with her including
his burial, he was incensed by the Plaintiff
discussing it because it
was a personal thing between her and the deceased. She then said that
the deceased actually informed his
daughters and discussed all three
with them. One of them was his wish to be buried on top of his
mother. The second one that he
wanted to marry her and the third one
that he did not want to go to hospice. She was asked as to why was
there an allegation then
that the deceased was angry with the
Plaintiff because she discussed the funeral. She said the deceased
was diagnosed on 28 August
2015 and 3 days after the diagnose, the
Plaintiff arrived there and gave the deceased three quotations of
funerals and actually
asked him about the type of funeral, flowers,
pall bearers and everything. The deceased told her to take those
quotations and tear
them up and leave the house, very upset because
it was three or four days after he heard he has got cancer and she
already was
organising the funeral.
[285] It was
put to her that Plaintiff was discussing what was in his bucket list
as she has confirmed that the daughters
were also told of his bucket
list. She denied that the daughters were there on her first day when
the deceased told her about the
bucket list and alleged they did not
know about it for a reason. The deceased told them on 8 September,
before the deceased went
into the operation room, that he is going to
get married to her, that was one of his bucket lists. The second one
was, he wanted
to be buried in his mother’s grave. She knew the
deceased told his daughters because they did arrange for that, not
her and
they knew he did not want to go to a hospital or any place of
care, he wanted to be home until the end. He however did not tell
her
or them together. The deceased asked her for that. So, it was very
upsetting for her for the fact that her deceased husband
then at that
stage only heard three days ago that he has got cancer and the
Plaintiff actually told her that it had spread all
over and she must
make a list of guests that she wants to invite that she knows from
the Beaumont Touch Society to attend the funeral
and she will make
one of all the family and other friends and it was maybe a bit
peculiar for her to use the word, to invite them.
[286]
Regarding the form completed for access to the estate it was put to
her that it read friend and was never changed.
The deceased signed it
without any discussion. She said the deceased was very upset and
changed it to wife. She denied going to
Sandton during the 4 months
she was married to the deceased. She denied insisting that the
deceased’s daughters make an appointment
before their visits,
and pointed out that B[...] had a key to the garage. The Plaintiff
also had a key to her father’s place.
With regard to financial
viability she said that she was, and the allegations made by Basson
about the deferred payment of a property
she bought, until the
inheritance from the deceased’s estate pays out irrelevant.
She was and still was financially
independent. Her parents had
a beach house at Margate for 40 years and her father had passed on.
Three years ago her mother wanted
to sell the house and all the
grandchildren, including Mr Basson, did not want to sell the house.
So Mr Basson and her mother came
with a proposal to her to buy the
house and when the estate of the deceased is done, she will then pay
the R1.1 million. It was
an agreement and it was a contract between
her and her mother, there was no reason for her to use her capital to
buy it and she
will pay for it as soon as the court comes to a
conclusion. It was just an amount that came from her mother and from
Mr Basson
himself, because they did not want to lose the family beach
house after 40 years, transferred to her name already for two years.
She did not refute Basson’s evidence that she made the proposal
for the deference of payment until inheritance is paid out,
point out
that as an executor just wanted the money in her mother’s
estate.
[287] She
said on the 19 February 2016 after the results from Dr Bond, the
Plaintiff came to see the deceased
and told them the results.
They were supposed to have gone and got the results themselves
but the Plaintiff went behind their
back and did so. The Plaintiff
was blunt in delivering the message and it upset her. She then said
she is going to say good bye
to the deceased and asked for privacy
since she is not going to see him again. The deceased was shocked and
sometime thereafter
the deceased fell and broke his arm. She said
whilst she was in the garden she heard a large scream. At the time
she was not sure
whether it was the Plaintiff or the deceased. She
found the deceased on the floor on his right side and thought he had
broken his
arm and injured his leg which was bleeding. The Plaintiff
had left already. She did not know what had happened. She
called B[...] and her husband to come and help. It was put to her
that B[...] will deny all that as she usually visited the deceased
after school and did not assist her with the Defendant. She said as
far as she can remember the incident happened after school.
She
was told that B[...] had testified to helping the deceased when she
and her husband got a call from 2
nd
Defendant late at
night that the deceased had fallen from the couch. She conceded that
it is possible she is probably mixing the
two.
[288] On the 25
February 2016 the date of the signing of the 4
th
will, it
is the 2
nd
Defendant’s evidence that they already
had an appointment with the 1
st
Defendant but the deceased
asked her to phone the 1
st
Defendant and ask him to come
to the house for the signing of the will and bring two witnesses with
him and that is what the 1
st
Defendant did. It was pointed
out that the 1
st
Defendant said the deceased called him
personally and asked him to come to the house. She was asked if she
was part and parcel
of the execution of the 2, 3 and 4
th
will. She denied being part of any wills or to have influenced the
deceased, by telling him what to do or by any other way, pointing
out
that he was not a person that one can convince or tell what to do.
Although she admitted that she was not in the 1
st
will she
insisted that even then the deceased considered her to be his wife
and introduced her as one. He loved her. She
denied throwing
away the flowers bought by the Plaintiff and B[...].
[289] On self
-medication, she denied being aware of any self - medication the
deceased took except the ones that were
prescribed by the two doctors
even though the two chemists or pharmacists, both testified that
there was a measure of self –
medication. On the mix from
CANSA, instead on an enema. She said when she arrived at the house on
the 1
st
of September, there was already granules and some
liquid paraffin that she mixed and gave to the deceased for
constipation. The
Plaintiff told her that is what they used for him
when he has got a problem with his stomach for having a normal bowel
movement.
She knew nothing of the enema.
[290] It was
put to her that the fact that the deceased cried for morphine
indicates that he was in serious pain. She
confirmed to have given
him the medicine in a syringe and that 4 millilitre was the dosage
.
She said she regulated his taking of the medicine because she
wants caught him taking some morphine
.
On one occasion the
deceased did not use the syringe, so she decided to hide it from him,
because she did not want him to take
the medication without her. She
was there all the time to give it to him and had told the Plaintiff,
that she had put it away.
After that, she just always measured it to
see how many doses was left more or less. So she confirmed
controlling the morphine
that he does not drink the morphine like
unnecessarily too much. She said that she put the morphine in a
syringe at least 5 millilitre
so that if he needs it at night. If he
was the hard skinned individual how come she had the power to control
his medication. The
deceased felt comfortable sleeping on the couch
than in the bedroom. She however was with him at night sleeping next
to the couch
where he slept made a bed next to it.
[292] On the
ex-wife of the deceased who continued to work for him for 17 years
whom she was said to have given the
deceased an ultimatum to fire or
otherwise she would leave. She denied that is what she said and
replied that the woman was the
deceased 3
rd
wife, and was
unusual for the ex-wife to still work for the husband when they are
divorced. She married the deceased and then ran
the business whilst
he was tendering to the farm. At the weekend she will be at the farm
and the deceased at the business when
its busy. She never said she
does not want the ex-wife there but it nevertheless was not going to
work. One day just after they
got married and it must have been on a
Monday morning, because the deceased had left for the farm, the
Plaintiff came into the
office and told her to take her handbag, get
out of her dad’s office and go home. The deceased then told the
3
rd
wife to leave and there was a long protracted court
case about that.
[299] Regarding
allegations on visits and not allowing his daughters privacy, she
said she allowed privacy if asked, but
she was his wife and whenever
guests arrive she will be with him which is normal. She confirmed
that the deceased was always happy
with the visits of his daughters
he never had a problem with anyone visiting, but insisted that,
sometimes when the Plaintiff indicated
that she was coming to visit,
the deceased was always like yes, he will be happy to see her, but he
was not as happy when he heard
that B[...] was coming to visit. She
confirmed that she was shocked when the Plaintiff conveyed the
message about the deceased’s
cancer that it had spread all
over, there is not a single place that is not affected, and it upset
her. The Plaintiff had,
besides that they already had an
appointment with Sister Venter from CANSA to go and see her on 22
February 2016, the Plaintiff
rearranged and went to speak to CANSAS
behind their backs and asked Venter to be there on the day at 11h00
instead. She also saw
Dr Bond regarding the prescription for
medication, and already arranged appointment with Sister Venter which
was already confirmed.
She arranged a medical bed for him so that he
can be more comfortable. The bed was supposed to be delivered by the
1st of March,
but the deceased passed on that night.
[300] She
confirmed that in the last will the deceased’s motor vehicle
was going to go to her according to the
manuscript. She said the
manuscript was added on deceased’s instruction that she must
have the car, ring and watch. On the
discussion of the 24 February
2016 about the money that was owed to the deceased by B[...] for the
transfer fees she indicated
that she was not aware of the debt as the
deceased never discussed financial matters between him and his
daughters with her. She
does not understand as to why B[...] asked
her if it was ok with her. She said her husband was total compos
mentis.
[301] She was
asked to indicate when on that morning of the discussion did she give
the deceased morphine and also why
she had asked B[...] as to what
she was going to do. She said she did not give the deceased morphine
at 6h00 or at his request
that day since they were on the next day
going to see the 1
st
Defendant. When he was supposed to
get his morphine for pain, she was not going to give it to him,
because he said he did not want
to have it. He wanted to be clear
minded when he signs the will. They however did not go to 1
st
Defendant, who instead came to them. B[...] was concerned if the
deceased was going to be fine with the pain and be able to keep
up
until then if he did not get the morphine at 06:00. She told
B[...] that he was going to be fine, the little pain he had
he could
keep up. She would have given it to him after 10:00, after their
appointment with the 1
st
Defendant, so that he was clear
minded. B[...] felt maybe he did not have a lot of pain at that stage
although swollen up and was
obviously the windiness. She confirmed
the recording that she gave the deceased his medication every four
hours. He was due for
his morphine at 6h00 that morning but she did
not give it to him. She said it was difficult to say when exactly she
gave to him
as that was five years ago, however it was after 10:00
after the 1
st
Defendant left. She said his last morphine
could have been at 2:00 in the morning on 25 February and his next
after 10:00, 8 hours
later.
[302] On the
recording the deceased also noted that there was a little bird and
B[...] pointed out that maybe it was
her chair that made the sound.
The 2
nd
Defendant could not say if indeed there was a
bird. She confirmed that the deceased sat and slept on the couch. On
being questioned
about her being sleepy, she said her pain pills make
her sleepy, which is normal and not that she took the pills then she
is just
making a reference in general and very often fell because of
her hypermobility syndrome which happens not because she has taken
alcohol which she again explained to being the reason she always
wears flat shoes. She however conceded that she was wearing high
heels at her wedding. And said she never wore them again until at her
father’s funeral. (The important thing she can walk
in high
heels without falling over. W[...] saw her without high heel, falling
over.) With the sleeping she hinted she does every
time but more
often she is sleeping when she took her sleeping pills but she never
slept whilst looking after the deceased. She
went once to sleep. She
came back from church feeling fluish and she went to lie down in the
bedroom and she slept. She expected
the deceased to come and wake her
up, but he did not and that was the case when the jewelry incident
took place.
[303] On the
question whether the deceased had the right medicine at the right
time when he needed it with special reference
to the Lexamil and the
morphine. She said the deceased had the correct medicine at all times
when he needed it, with her very cautious
not to leave him at that
late stage because he was by then quite very ill. Yet again she says
the deceased was ill enough however
to still be able to go under the
shower himself and take a bath up until two days before he passed
away. She said he was very much
capable of doing it and that is why
she called Sister Sharon to get a bed and that she now, from then on,
show her how to bed bath
him, because it then started to become
necessary that he must now be bed bathed and the bed would have
arrived on that Monday morning,
1 March.
[304] B[...]
was so kind and always very helpful to ask her ever when she went
somewhere, to ask her if there was anything
she needed and had
offered again to make sure that he has got enough medication and that
is all. She denied W[...] and B[...]’s
evidence that there was
a body ordour alleging that the deceased insisted on wearing a
certain old T- shirt that they both got
for free from Afrit which the
deceased was very fond of. It seems maybe to them as neglect but he
was taken care of, always clean
and was able to shower up until the
end which surprised her. She just always assisted him and sat with
him when he showered.
[305] On the
question of the day before he passed on and the burst pipes she had
stated that she did not know what it
was and had said “is al
die pype stukkend, ons sal hulle regmaak ”, She was just
comforting him, because then for the
first time he was not compos
mentis , not totally compos mentis, this was the last day before he
passed on. On that night when
they were sleeping next to each other,
hours before he passed on, he asked her saying “Saartjie, kan
ek asseblief ‘n
bietjie rooibos te kry, swart net ‘n
klein bietjie, half in my koppie ” and she felt very guilty,
because she
said to him, they just now came to bed and resting and
everything is fine, they were now on that couch, the two of them. She
asked
him , “kan ek vir jou more gee and he said, “okay
Saartjie, dis reg” and it was actually 10 seconds later that
she just felt something was wrong and we were holding hands, She just
let his hand go, because she knew there was something wrong
and when
she came to the other side he already passed on, afterwards she
realised and was glad she did not go and make him the
tea, because
she did not expect that he was going to pass on exactly at that time
and it would have been terrible for her to arrive
back with the tea
and find him already gone. She afterward did not, feel guilty that
she did not give him the tea.
[306] She
also confirmed the incident when the deceased woke her up and told
her that something was bothering him, he
had sand in his pants, which
meant in his costume and B[...] was there and she said to him, “hy
moet maar ‘n bietjie
rus, dit is die medikasie ook, die
medikasie ook en pyn”, (he must rest a little, that is the
medication as well as the pain).
She said this happened hours before
he passed on and was the first time in six months that he was not
compos mentis
. It was also not a bedsore or something like
that. If he started any uhh… uhh she realised that it is pain
and gave him
his medication. She was also referred to a conversation
that happened a few days before he passed on
,
where he was
complaining that he was wet and she must bring towel to dry him. She
brought the towel but he was not wet. The deceased
said he does not
want to be left alone. He didn’t realise that the daughters
were there visiting. She had to tell him that
B[...] and the
Plaintiff were there to visit. He told him to say hallo to them.
Again the deceased continued to say she must not
live him alone. She
then again said that the deceased had spilled water on him even
though she was helping him, he was shaking.
Even if she helped him
water will be spilled and wanted to be dried. This all happened
according to her a few hours or days before
he passed on.
[307] On the
issue of going to Sandton and leaving the deceased alone, she
confirmed that she did go to Dainfern and
bought a cellphone there.
Also that her daughter stays near the shopping centre where she
bought the phone on 6 February 2016.
She said she must have left the
deceased with somebody, it would likely be B[...]. She thereafter
confirmed that she did not ask
anybody to look after the deceased he
was alone all day. She also bought a wedding dress three (3) days
before the wedding. She
said that the deceased’s mail was
arranged to be forwarded to Pringle Bay by the deceased as they were
intending to leave
to there as soon as he was well enough. She also
confirmed that she telephoned the 1
st
Defendant not asking
for an advance from her inheritance but to inform him of the
deceased’s demise. The 1
st
Defendant just said he
unfortunately could not attend the funeral, because he had a medical
appointment, she cannot remember asking
him for an advance.
Answering the court’s
questions:
[308] The 2
nd
Defendant indicated that she left the deceased alone in the house
between the period 5 to 15 January 2016 when her mother was
hospitalized to go and look after her father. The deceased was still
capable of being on his own. She asked his 2 daughters and
also his
previous neighbours, Peter and his wife Ellen who lived very close to
the deceased.to take care of him while she was gone.
Peter walked
every day. He would pass by their house, visit and supply the
deceased with food. She phoned the deceased during the
5 days she was
not there asking him many times if the children had visited him,
brought him food, or taken care of him. On the
third day he said, “do
not even ask me anymore, because they were not here” and she
must know that they are not going
to come. At that time the first
batch of morphine was already prescribed for him. When she came
back from Cape Town the deceased
put back the Plaintiff in the will
saying maybe he should not meet anger with anger (“kwaad met
kwaad vergeld nie”).
The deceased did not ask her but merely
just informed her but asked if he was doing the right thing, which
she supported. He then
put the Plaintiff back.
Mr Potgieter
[309] Mr
Potgieter’s testimony was that he was an old friend of the
deceased. He owned a steel engineering company,
that is how they met
with the deceased, as businessmen 30 to 35 years ago. He has done a
lot of business for the deceased during
that time at the farm and
ended up becoming friends. The last time he saw the deceased was on
the Wednesday 24 February 2016 four
days before he passed on. He had
received a call from the deceased asking him to pass by, come and
clean out his garage when he
is in the area. He arrived at the
house on that Wednesday. The deceased opened the door for him and
they sat down and had
a chat. He stood up and put the kettle on and
the 2
nd
Defendant came and made them tea. Potgieter wanted
the deceased’s keys so that he can take the car out of the
garage. The
deceased refused he wanted to take it out himself which
he eventually did and then showed him what he needed to be taken out.
The
deceased commented to him saying “he can now sell his house
as the garage is clean and empty, although he appeared weak, there
was nothing wrong with his brain. The deceased was known to him for
many years and would have known if he talked nonsense. The
deceased
knew exactly what he was talking about. Usually when he visited the
deceased, the deceased would offer him wine or whiskey
but this time
it was tea and coffee. Even on the day of the wedding there was no
alcohol. (The 2
nd
Defendant conceded that there was
alcohol on the day of the wedding) On the day Potgieter says he
visited, the 2
nd
Defendant had confirmed to have purchased
alcohol.)
[310]
Potgieter further testified that the deceased visited him after he
was diagnosed with cancer and refused an offer
of alcohol. The
question regarding liquor in the garage came from the counsel’s
question, the witness never said anything
about not finding any
liquor in the garage. Potgieter said he said so (which was not his
testimony) because the deceased used to
keep empty bottles in the
garage.) He said at the wedding the deceased was weak but he cannot
say he was so weak that he could
not get married. He described the
deceased as a person who had his own will, nobody could tell him what
to do, and if he wanted
something, he would explain what he wants and
stick to it. He would not change.
[311] James
John Puth, an estate manager at E[...] G[...] Residential Estate in
Centurion, testified that he has been
at E[...] G[...] since
September 2011 and knew the deceased who was a resident of E[...]
G[...] Estate. He had several dealings
with the deceased through
their respective connection as estate manager and resident. He became
aware of deceased’s illness
when the deceased at one stage told
him and some of his staff that he’s diagnosed with cancer. He
was not feeling well. Puth
confirmed his signature on the deceased’s
4
th
Will dated 25 February 2016, saying that the deceased
called and asked him to come to his house where he was introduced to
the
1
st
, 2
nd
Defendant and another gentleman.
But 2
nd
defendant was already known in the estate to be
the deceased’s wife. The 1
st
Defendant was
introduced as the deceased’s lawyer and business associate. The
mood was jovial with deceased telling them
stories about their long
term association, although sitting on a recliner chair and not
feeling well. The deceased told them that
he wanted to recall his
previous will and sign a new will which the deceased asked him to
sign as a witness.
[312] He explained that
in the 5 years the deceased has stayed in the estate, he has met him
4 to 5 times. They were not friends
but more of acquaintances. Their
interaction was because of the construction that the deceased was
involved in, in the estate.
They as a result had a few altercations
with the deceased who was hard headed and wanted to do things his own
way, which led to
the altercations. He as the estate manager had to
ensure that the deceased kept to the estate rules. In the end they
compromised,
always came back to what he had to do. The deceased knew
what he wanted and told them exactly what he wanted. He came in the
house
through the dining room into the lounge, everything seems good,
clean and fresh. He did not see anything dirty or smelling or out
of
place.
Re examination of Dr
Colin
[313] At the
invitation of the court,
Dr Colin
presented his 2
nd
or supplementary report on the evidence that was led after his
testimony, with the understanding that experts tender their
scientific
reports not for any of the litigants purpose, but for the
benefit of the court, to assist the court in making its findings and
arriving at a decision. Also that as an expert witness, ie, a
psychiatrist has particular expertise in training, that is to weigh
information, especially in a psycho legal context. So, it is not just
reporting, it is his opinion informed by his field. The Court
also
mindful that it was however not bound by the expert’s factual
findings.
[314]
Dr Colin
first corrected the mistake in
relation to the prescription of the Laxomil, that he made in his
first report that it was prescribed
by Dr Van Niekerk, the
Cardiologist. He also confirmed that the report should be read
together with the 1
st
report as the second report is more focused on the
evidence led and submitted post the Plaintiff’s case which is
where the
psychiatric academic background to the evaluation for undue
influence is contained. He also indicated to have discovered, whilst
compiling his second report, that the psychiatric effects and
psychiatric components are skating very close and on thin ice to
what
is seen as legal concepts and begged the court’s indulgence in
that regard. It was also of importance to him to emphasize
that as a
psychiatrist, he makes judgments as he has set out on how a person’s
testimony should be evaluated in respect of
the psychiatric value
that it holds, which excludes the acceptability of witness‘s
statement which is of legal determination.
He, in his report has
differentiated between the will (wishes) of the deceased and the
testament (which is the execution).
On the question of the
deceased’s will (ones’ wishes),
[315]
On the question of the will, Dr Colin reported that:
in
assessing any influence he would look at the frequency of access to
the deceased. There are people that had one or two visits.
There were
other people that lived with the deceased, and those that had
frequent contact with him. The duration and period that
the deceased
was only known to these people, was very important, either, a few
months, or the whole of their lives. He had obviously
noted the
inconsistencies in the testimony, especially during cross-examination
when something does not fit, which is important
to him as a
psychiatrist without making a legal finding on falsehood. Also, very
important is the willingness of a particular witness
to acknowledge
and confirm unpleasant realities, that is from a psychiatrist point
of view whether did a person present a version
that looked completely
clean when everything was just right or was there a balanced
acknowledgment that some things could have
been a problem.
[316]
The second factor of importance on the question of the will Colin
says was to be assessed
is the
psychiatric or psychological concept of secondary gain, which I
believe his concentration was to be more focused. It is obvious
and
absolutely so, that all parties involved in these matter other than
the 1
st
Defendant,
maybe stand to gain from the inheritance. It would therefore be very
difficult to evaluate whether the secondary gain
would make someone
present an overly positive and patient note as they stand to gain,
therefore, hide certain things. As a psychiatrist,
he relied on
collateral information from other sources to confirm or refute his
points of view. He noted that certain people who
testified, actually
stand to lose some aspects of inheritance by giving accurate
versions, for instance, B[...] who, if these proceedings
were to be
successful, would stand to lose a portion of inheritance and that
would certainly indicate that the reliability of that
person would be
more acceptable or let me rephrase, not acceptable but would rise,
the acceptability would rise and be seen on
a higher level. So,
again, the willingness to acknowledge something in testimony that
would lead to losing some things. He clarified
the psychiatric
reference to the publication by Prof Behr’s the American psycho
legal expert, that the South African law
maybe has other aspects in
terms of the evaluation of undue influence. Also not being a legal
expert, to be able to differentiate
between the two, from his point
of view the summary and the paper of Behr attached as one of the
addendums, is an incredible detailed
summary that presents a lot of
psychiatric points of view, not legal. He acknowledged that he can
only make deductions and inferences
from what he has heard and not to
make conclusions for the Court.
[317]
Furthermore, in respect of the will of the deceased, his view was
that it was very important to look at
everything that was said
and the views that were expressed, regarding the deceased’s
background and personality that would
now go into this deliberation.
According to him the opinions were absolutely consistent across all
people who testified, even defendants
and plaintiff that the deceased
was a hard -headed resolute stubborn person. He was described as a
person who once he decided,
to keep to his decision and very little
could deter him from executing that decision. For the person that is
dying and the compilation
of his testament, that forms the
background. The description is very important in the further
detection of undue influence, where
there are signs that this
expression of his personality waivered and if it did, when he was so
resolute in all other decisions
in his life, the wavering of the
resoluteness of decisions becomes incredibly important in terms of
undue influence.
The acting differently now, (contrary to his
nature), assessing why were there signs that he did act differently
and what were those
signs?
[318]
The
next point was then an analysis of the deceased’s relationship
with his two daughters
, which he considered to go to the
fundamental aspects of them becoming his heirs and whether that would
in his later will be his
wishes, taking into consideration what was
the relationship and what were the points of testimony given on this.
He notes that
the evidence indicates that the deceased had a troubled
relationship with his elder daughter, the Plaintiff, who also was
very
close to him. They lived together after the deceased was
divorced from the 2
nd
Defendant and they actually lived
together before the divorce and after the divorce for another year,
father and daughter sharing
a house. It according to him is important
in the sense that it indicates a sense of closeness, with no obvious
conflict as such.
It is but clearly indicated in evidence that the
Plaintiff’s personality equals and resembles that of the
deceased, persistent
in attention to detail, focused and resolute in
her opinions about aspects of people and life in general. This he
regards to fit
the cliché personality profile of a pilot and a
chartered accountant. Not claiming to be an expert on their
personalities
other than dealing with them in his pinnacle practice
and to find them also to be pretty much linear in their logic. He
found the
Plaintiff to be focused on the practical aspects and the
admnistrative means of the deceased. The Plaintiff’s handling
of
the deceased’s financial affairs which has to him created
some issues and tension at times. A conflict of two bulls.
[319] The
Plaintiff also lived in Mauritius for some time when she was a pilot.
He regarded as important that 2
nd
Defendant testified that
the deceased warned her that the Plaintiff was a troublemaker. The
deceased was furious with the Plaintiff
for confronting the deceased
about his terminal diagnosis and talking about funerals and the
deceased’s wishes for his funeral.
He, according to 2
nd
defendant version, as a result tore up the three funeral quotations
that the Plaintiff obtained and told the Plaintiff to leave
the
deceased house. It was alleged by 2
nd
defendant that the
Plaintiff also caused trouble between the deceased and other three
wives before the marriage to 2
nd
Defendant.
[320] On the
side of B[...] he figured that she was, in contrast to the Plaintiff,
soft spoken and less confrontational
as borne out by the recordings
that indicated that B[...] often visited her father and was very
supportive throughout, especially
so during the last days of
deceased’s life. Dr Colin regards the recordings, very valuable
from a psychiatric point of view
in terms of access to the thoughts
and behaviour of the deceased on his last days. B[...] even if was
often there and supported
her father, she testified that she too was
sceptical whether 2
nd
Defendant was the “right
person or good for the deceased. There was an issue on her side on
the financing of her house and
money owed as well which becomes
relevant on B[...]’s relationship with the deceased. Those
being the opinions expressed
of the daughters.
[322] He
referred to B[...]’s testimony that the deceased called I[...]
and inquired from her whether the two
daughters were indeed his
biological children, which indicated to Colin that a doubt somehow
suddenly arose in deceased’s
mind about the paternity of his
two daughters almost at the end of his life, (when he has never in
his life ever raised it).
Important also to him was that the
deceased said he always had doubts and especially recently also about
why the daughters differed
so much to each other and questioning if
the Plaintiff was his daughter. The deceased said he has no doubts
about B[...]. Colin’s
interpretation of that was that the
deceased had serious doubts about the paternity especially of the
Plaintiff, or he may have
been joking. From the recording he sorts of
tries to motivate this to his first wife I[...]. So, the point being,
that if one assumes
the first part that there was real serious doubts
about paternity, one has to come to the conclusion firstly, that no
testimony
was ever given that the deceased ever had doubts before
this time and for it arising in this period of making his testaments
he
reckons it should be evaluate whether this doubt that suddenly
arose out of nowhere was significant in terms of undue influence,
or
something caused that doubt which is to be figured by the court.
[321] Dr Colin
noted the description by Venter, the sister from CANSA of her
observations of the two daughters, as well that
the Plaintiff was
like her father, hard-headed and she will fight to the bitter end.
Also having their fights with each other and
Venter asking the
deceased to make peace with his children. According to Venter the
Plaintiff loved her father. He therefore gets
the impression of an
ambivalent relationship, at times very good and at times their
personalities clashing. In respect of B[...]
noting that Venter
regarded B[...] as softer and considerate of other people’s
feelings, especially when B[...] described
the Plaintiff’s
personality saying “this is why I say she does not have the
tools, she never got those tools in her
life. She never got that from
my parents. For her it was very straightforward and business –like
and her way of helping out.
Go and see the doctor, go and organise.
Colin regards B[...]’s analysis to mean that the abrasiveness
that comes out in the
relationship of the deceased and the Plaintiff
is that of a stern and caring person, she is a no -nonsense person
which explains
that she did not actually have what a psychiatrist or
psychologist would refer to as social skills, social adeptness that
you can
read. In contrast she was very much the same with the
deceased and that the abrasion and conflict would often arise out of
that
context.
[322]
Focusing on the evidence led in court on the 4 wills, to understand
if he can discern from such evidence or documents
what the wishes of
the deceased were. In other words, what would the deceased’s
will be. The first point to understand being
that in the first
testament he made in 2014 he bequeathed his estate to his daughters
in equal amounts. This indicates that at
least at that point in time
in 2014, the relationship was good or at least not as bad as to this
inheritor. Throughout the execution
of all the wills, the wishes of
the deceased as far as B[...] is concerned never waivered, naming her
an heir throughout all the
testaments. It was, however, the
ambivalence towards the Plaintiff as an heir that characterized the
last three of testaments in
which she was consecutively disinherited
in number 2, inherited in number 3, and disinherited in number 4.
This indicates according
to Dr Colin what he calls in testimony,
ambivalence. It led to him paying attention to the relationship
between the two daughters
and the 2
nd
defendant, which is
now important when looking at the wishes of 2
nd
Defendant,
what or how was the relationship. Evidence indicated that the
relationship between B[...] and the 2
nd
Defendant was
superficially cordial. However, over time and testimony, it also
became clear to him that B[...], also did not have
a good
relationship with 2
nd
Defendant (but 2
nd
Defendant could tolerate her), superficially, yes, below the surface.
[223] B[...]
had testified that 2
nd
Defendant shouted at her over the
phone that she has nothing to say about her marriage to the deceased
and instructed her that
she was the only one welcome at the wedding
ceremony. Colin said that it was not that clear if it was by
implication or clearly
stated, however understood that it was stated
that the Plaintiff and W[...] were not invited. At the ceremony,
B[...] asked the
deceased not to marry 2
nd
Defendant but
he did not answer. The deceased inquired from her why the Plaintiff
was not at the wedding, whereupon she told him
that the Plaintiff was
not invited by 2
nd
Defendant. He was very upset by this
fact. Colin says the deceased’s reaction indicated that he
wanted the Plaintiff to attend
and therefore he concluded that the
relationship with the Plaintiff was at the very least very good at
the time of the wedding
ceremony. As to the contradiction he accepted
that it is for the court to evaluate. As to B[...]’s testimony
that she told
the deceased that after his death, she did not want
anything to do with 2
nd
Defendant who must then return to
Cape Town” and that she felt she could not “talk freely
to the deceased in the presence
of 2
nd
Defendant who was
always there everytime she came to see the deceased. She felt they
could not have a real conversation. B[...]
also said she was not
doing it for the 2
nd
Defendant as they are not sitting
beside the same fire.
[324] On the
other hand the 2
nd
Defendant “said, she has never
clashed with either the Plaintiff and B[...], never had a problem
with B[...]”. In Colin’s
view he can see that B[...]
expressed animosity towards 2
nd
Defendant whilst 2
nd
Defendant repeatedly tried to re -assure and stated several times in
the conversation that she in fact considered B[...] as a welcomed
person with whom he had a good relationship when it was also clear
from the evidence that 2
nd
Defendant and the Plaintiff had
a very bad relationship filled with animosity from the first entry of
the 2
nd
Defendant into the deceased’s life in 1994.
This was acknowledged by everyone and 2
nd
Defendant that
this animosity stretched over 24 years. In one of his recorded
conversations with the 2
nd
Defendant the deceased had
indicated that “then he just stands back, not wanting to get
involved in their arguments. So,
it is very clear that there was a
distinct animosity and resentment from the side of 2
nd
Defendant towards the Plaintiff that was not denied but in fact,
confirmed by her. Colin sees this as going towards understanding
from
a psychiatric point of view possibly the wishes of 2
nd
Defendant.
[325] The
poor relationship also playing out in the last days before the death
of the deceased in which aspects of recorded
conversations indicated
that the Plaintiff’s presence at the home of the deceased,
caused a lot of discomfort to the deceased
and was upset by her
presence but distinctly referring to the effect it had on 2
nd
Defendant as recorded in the conversations and referred to quite a
few times. So it has to be understood that the relationship
between
the 2
nd
Defendant and the Plaintiff was full of animosity
and resentment for various reasons, like the Plaintiff’s
resistance against
the wedding (however B[...] also was openly
against the wedding), and an open confrontation of the deceased about
his denial of
his terminal illness.
[326] Colin further
analyzed the nature of the relationship between the deceased and 2
nd
Defendant from their initial meeting, before, during and after the
second marriage which he figures to be critical to him as a
psychiatrist. The first marriage, subsequent divorce, long distance
relationship living, which was referred to as living apart
together
or together apart. It was a long-distance relationship and then what
was the relationship after their resumption of their
cohabitation and
their marriage the second time up to the deceased’s demise. The
understanding of which goes to understanding
what influence could
have been exerted while in this relationship that is to be figured
out by the court. 2
nd
Defendant repeatedly expressed her
displeasure initially with the deceased’s excessive drinking of
alcohol and in her words
“misbehaving. It however, became clear
that 2
nd
defendant possible also suffered from an alcohol
abuse disorder herself. Although he has not examined either the
deceased or the
2
nd
Defendant, Colin considered it to be a
very clear expressed opinion based on the information that he had. He
thinks it can be strongly
motivated for based on the definition of an
alcohol use disorder and will become important later when analysing
actions, influence
and the care given, etcetera.
[327] It is
very important what the 2
nd
Defendant also indicated in
the voice recordings, that her relationship with the deceased in her
own words was on and off over
time, when during testimony she
repeatedly referred to herself as his wife and alleged to have also
seen herself as the deceased’s
wife. She introduced herself in
various clinical settings as his wife and this was not borne out by
her own description to people,
taking into consideration that there
is discrepancy and understand its meaning. He refers to the evidence
of a lawyer’s letter
that was sent to the 2
nd
Defendant regarding a loan that the deceased made to her claiming
that she must repay this money. She testified that she repaid
it
month by month, and to Colin the letter goes towards an implication
that the deceased was very business-like, business was business,
but
the court is to evaluate whether this implied that or that he
did not have a committed relationship with his wife, in
which he
would basically say, she is his wife now, and did not hold anything
against her or that he considers to be his life partner
and therefore
would not expect her to repay him and again, here, the reasoning is
just to say Court should evaluate these conclusions.
According to him
the action speaks against commitment.
[328] The two
daughters individually testified that the deceased, immediately after
his initial diagnosis of terminal
cancer, told them that the 2
nd
Defendant was coming for his money. This was also mentioned by the
grandson. “This contrast startling and the deceased clearly
expressing a different attitude towards 2
nd
Defendant in
voice recording. “But now from the other side, the 2
nd
Defendant and the deceased had good times together and there was
never… unclear in my life”. He understands by that,
that
the deceased had tried to say there was never another woman in his
life but that is unclear. Colin reckons what that indicates
is that
the deceased did have loving feelings, that they did have good times
and so his understanding of the unclear part is that
the deceased
expressed that there was no-one else really but 2
nd
Defendant in his life and this opinion expressed a loving
relationship between the deceased and 2
nd
Defendant. The
question of the debt shows him to have been different in his action
in that he agreed in the last days of his life
when he was
significantly weakened and already very close, towards the end of his
life, by signing apparently a document that B[...]
does not owe him
anything for the transfer amount of the house. The conclusions will
be what does this say about his attitude towards
his wife which is
one of the elements that is to be unpacked in this relationship.
[329] So,
Colin’s view is therefore that the relationship between the
deceased and 2
nd
Defendant was not as stable as it was
represented by 2
nd
Defendant in her testimony. He also
concludes that at best the relationship from the point of view of the
deceased can be described
as also ambivalent, however, as he states
later, the 2
nd
Defendant was included in testaments 2, 3
and 4. There was no ambivalence in that regard and he is of the view
that the court needs
to understand that.
[330] Further
going further into his understanding of the wishes of 2
nd
Defendant Colin highlights that if, according to the definition of
undue influences, the wishes of the testator are supplemented
(substituted) by the wishes of another person through undue
influence, then obviously the wishes of 2
nd
Defendant
about expressing wishes about the estate of the testator is obviously
of significance and importance. According to the
described elements,
the Plaintiff and B[...] both testified that the deceased told them
after the diagnosis of cancer of his pancreas
was made, that 2
nd
Defendant was coming for his money. Now, this is obviously not the
wishes of the 2
nd
Defendant but it expresses the attitude
of the deceased at that point in time about the relationship and what
the intentions of
2
nd
Defendant could possibly be and that
is all it needs. It does not mean that it is 2
nd
Defendant’s wishes. He noted that W[...] testified that the
deceased tried to set his mind at ease when the deceased told
him
that he knew exactly why 2
nd
Defendant came, that is, she
wanted to inherit his money. That was just another reference to this
aspect.
[331] Colin
further believed that the wishes of 2
nd
Defendant towards
the Plaintiff is described most clearly in testimony by B[...], a
conflict to place at the ailing event of the
deceased and 2
nd
Defendant and was testified to by B[...]. She said that 2
nd
Defendant was angered when he overheard guests at the wedding
ceremony, commenting on the fact that she was “marrying a man
on his death bed.” The 2
nd
Defendant then threatened
B[...] that 2
nd
Defendant “will make sure that she
does not inherit a cent from the deceased. Also, if the Plaintiff
attended the wedding
ceremony. This statement is of further
importance in that it expresses an intention by 2
nd
Defendant to potentially exert an influence that she expressed some
kind of opinion about the inheritance that was going to be
and that
she could potentially influence this at the very least, to control
the inheritance. The statement is therefore to
be evaluated.
[332] He
mentioned that throughout her evidence, 2
nd
Defendant
expressed a very clear displeasure with the Plaintiff, who, according
to the 2
nd
Defendant interfered in the lives of the
deceased and her and who also repeatedly tried to stop the wedding
between her and the
deceased by contacting the Pastor, or the dominee
and the 1
st
Defendant requesting assistance to stop the
wedding in question. B[...] testified that 2
nd
Defendant
tried “everything in her power to make the relationship between
the deceased and the Plaintiff bad”, B[...]
testified that the
Plaintiff had little time with the deceased
.
Her testimony in
other words being that this relationship was again filled with a lot
of animosity and that it led to reduced time.
So, all of this goes to
understanding whether were there any features of the 2
nd
Defendant’s will, and these were the points that he could
discern from what he heard and read. The implication of whether
it
was the 2
nd
Defendant’s will to disinherit the
daughters or daughter being one that should be made by the court.
[333] As
point 11, Dr Colin then looked at what were the implications of the
execution of three consecutive testaments
by the deceased during the
period of resumption of the full-time cohabitation relationship and
later marriage between the deceased
and 2
nd
Defendant,
which Colin referred to as what he called the 179 days that the
deceased and 2
nd
Defendant spent together, approximately
+-130 of which they were married. It being common cause that the
deceased executed three
wills, and as to which will, whatever will is
not a psychiatric issue, so beyond him. During the period, the
delineated period
stretched from the beginning of September 2015
until the death of the patient on the 29 February 2016. So, between
the 2
nd
and 3
rd
wills, 103 days between the
third and fourth testaments, a period of 39 days. According to the
terms of these testaments, the Plaintiff
was consecutively
disinherited in number 2, acknowledged as an heir in number 3 and
disinherited in the final testament drawn up
and signed, four days
before the death of the deceased. He believes he is justified to
conclude that these rapid changes in the
wishes of the deceased
implied that he was ambivalent towards the inheritance of the
Plaintiff which is the fundamental question
before Court.
[334] Taking
into consideration that “ambivalence” is defined by the
Oxford English Dictionary as meaning,
“The condition of being
undecided about a viewpoint or course of action or of being
unconvinced by the merit of something.
The state or fact of being
contradictory or inconsistent.” He compares that with the
deceased’s character as described
in the evidence, that his
personality described by all who testified in Court, agreeing as
resolute, decisive, persistent in decisions
and subsequent actions,
with other words, the very opposite of ambivalent. It is therefore of
extreme significance that the ambivalence
that characterise the
execution of the three consecutive testaments were not characteristic
of the deceased’s personality
at all and about this, from a
psychiatrist point of view, he can be very categorical. Colin regards
the contradiction to be as
important in the Court’s
deliberation on the presence or absence of undue influence although
no -one can be sure about the
exact cause of this ambivalence in the
deceased towards his daughter.
[335] The
following aspects were testified to and should also be considered
that 2
nd
Defendant elects in testimony that the Plaintiff
presented her father from the start of the diagnosis of terminal
cancer with this
terminal nature. She confronted him, dad, this is
it, this is the end of your life, even to the point of supplying him
with quotes
if this were to be found true, quotes of funerals or
asking him about his wishes for the funeral. Who does he want there?
The deceased
clearly resented these confrontations with his
terminability, and the resentment was in no small degree aided by his
own denial
of his terminal illness. He resented the Plaintiff
confronting him because he was in denial. 2
nd
Defendant’s
support of the deceased’s denial of his terminal illness, could
have re-enforced this anger. It was repeatedly
indicated that 2
nd
Defendant supported the denial of the deceased.
[336]
Seemingly part of it was with good intentions on 2
nd
Defendant’s side because she wanted to maintain his hope.
In Colin’s mind the 2
nd
Defendant’s denial
certainly re -enforced the denial of the deceased and this could have
re-enforced his anger (2
nd
Defendant supporting such
denial to gain favour with the deceased over the Plaintiff), towards
the Plaintiff as she confronted
her father with his terminal illness
and bluntly opposed his denial which was not done with a lot of
social skill. Colin points
to the second point of increasing the
ambivalence towards the Plaintiff, to have been her opposition to the
marriage between the
deceased and the 2
nd
Defendant and as
in her style of a personality, acted on this and contacted people to
find out if she could stop this. The deceased
resented this according
to evidence from 2
nd
Defendant.
[337] He also dealt with
what he referred to as the existence of physical constitutional
factors, influencing the resoluteness of
the deceased’s mind
and decisions, an area of increased vulnerability which he
intentionally discussed separately. Which
is about whether could the
increased vulnerability have caused the ambivalence? 2
nd
Defendant expressed resentment of the Plaintiff, their relationship
full of animosity and resentment lasting over 24 years, culminating
in an intense dislike during the period of the full-time cohabiting
relationship between 2
nd
Defendant and deceased and later
marriage. The animosity between the two being an obvious source of
distress to the deceased. His
discomfort, and not being happy
repeatedly referred to in the recordings, asking for calmness and not
cause any upset. Colin reckons
a question before court as a result is
whether 2
nd
Defendant’s intense resentment of the
Plaintiff could have exerted an influence in augmenting the
ambivalence of the wishes
of the deceased. He proffers these to be
factors he could delineate and discern that could have contributed to
his ambivalence,
contrary to deceased’s personality. So, with
other words, he acted in a way that is irreconcilable with his usual
way of
acting, making and keeping his decision, which is of extreme
significance.
[338]
Furthermore on constitutional factors, Colin described the
individual, physical factors, etcetera, illness, alcohol,
opiates,
whatever, warning that one must be extremely careful to take one
factor and elevate it above the others in terms of significance.
He
pointed out that what is to be understood about the vulnerability of
the deceased is that it was a confluence, a flowing together
of many
aspects that individually could have contributed to a significant
vulnerability during his last days. He points out
as the first
one to have been:
(i)
a severe head injury
that
was testified to by the Plaintiff that the deceased sustained severe
head injury by falling from a train, after which he was
severely
affected by noise. According to him such severe head injury does lead
to a measure of brain injury and increase vulnerability,
a general
psychiatric statement that stands. Any form of head injury can bring
about an increased level of vulnerability to all
sorts of other
factors later impinging on the person. Also increasing the
vulnerability for possible late or mental disorders,
even just the
presence of what is seen as concussion, “harsingskudding”
in Afrikaans is of significance, from a psychiatric
point of view.
(ii)
The diagnosis of terminal cancer
.
It is what it is, a slow declining physical health, cachexia, weight
loss, possible metabolic effects, nutritional problems, deficits,
vitamins, electrolytes and depression flowing from that terminal
illness was an obvious constitutional factor making the deceased
progressively vulnerable over that 179 days.
(iii)
The use of opiates
,
which was mentioned in deliberations that the prescription was made
by Dr Bond on 8 February whilst in his notes it says, Bond
prescribed
it on 4 February 2016, a negligible relevance that it started
somewhere in February. He noted that an opiates
in itself, is
of moderate influence and is placeable in cognitive dysfunction, but
of a moderate significance in itself in terms
of inducing
vulnerability. However, if added, one of the things that is in
confluence with other factors, it leads to a build-up
of effects,
mentioned as a domino effect leading to a next and then leading up to
a heap of dominos. The administration of the
opiates in terms of the
effect on cognitive is as important as the withholding of the
opiates, the person then suffering severe
pain and there is
repeatedly many testimony that the opiates were not administered on
the right time. With other words, the presence
of severe pain was
also a factor that added to this kind of increasing confluent effect.
B[...] observed the deceased, “begging
for morphine” and
2
nd
Defendant
state that “she will decide when he should take his medicine.”
The administration and the withholding, increased
pain, a
factor in the vulnerability.
(III) (b)
With reference to Professor Natalie Shellock’s testimony about
the concomitant use of opiates and alcohol, most definitely the
statement that, combined they will increase any cognitive effects.
Again, one of the contributing factors in confluence is
vulnerability. The Plaintiff testified that 2
nd
Defendant
administered her own pain medication that she used for her joint
hypermobility syndrome and that was a drug called Ultracet
which
contains a complicated pain drug called Tramadol and Paracetamol, the
old Panado in combination in Ultracet and that the
deceased consumed
two boxes of the 2
nd
Defendant’s medication without
a prescription for himself of the drug called Ultracet
.
So,
she gave him the drugs, again, it is for Court to understand whether
that attitude indicated more. In his opinion, the use
of morphine
moderately contributed to reduce cognitive clarity of the deceased
during this period but again it must be seen as
adding to the whole.
[iv]
The deceased suffering from depression.
Colin
considered evidence that after his diagnosis of cancer of the
pancreas, the deceased often went “into depression”,
Lexamil, an anti-depressant was and that was the one fact that was
corrected, prescribed by the cardiologist, Dr Charles van Niekerk.
He
indicated that depression as a condition can moderately contribute to
increasing mental vulnerability.
(v)
The deceased’ alcohol dependence
,
was to Dr Colin another factor that clearly indicate that he suffered
from an alcohol use disorder, alcoholism. The following
aspects of
alcohol use disorder are relevant to this case. One of the criteria
for alcohol dependents or alcohol use disorder which
he mentions is
craving or a strong desire or urgency to use alcohol, an important
concept of addiction. A resumption of drinking
from a position of
abstinence. W[...]’s evidence that the deceased lived his whole
life close to the bottle and also sent
him to buy alcohol, indicates
that the deceased did use alcohol in his last days despite knowledge
of his pancreatic cancer and
declining physical health. He suffered
from a condition, terminal pancreatic cancer, alcohol being
absolutely poisonous to the
pancreas often leading to pancreatitis,
also the liver, physical health and the stomach lining. Everything is
made worse, it being
an important testimony that 2
nd
Defendant indicated the purchase of a generous
supply of alcohol for her personal use, which testifies to an
extremely callous attitude
by 2
nd
Defendant towards the deceased’s abstinence
from alcohol. If this abstinence were any true, it was testified by
2
nd
Defendant
that the deceased repeatedly said, “Saartjie, I am going to
stop drinking because it is bad for my health”
and that he
stopped the moment the 2
nd
Defendant got to the house. He points to opposing
evidence given in that regard and concludes that he believes it would
have been
extremely difficult for an alcohol dependent individual to
stop drinking in the presence of another person using copious amounts
of alcohol.
(iv)
(b) He pointed to
the fact that Plaintiff testified that her father drank “more”
and this
contributed to the divorce between her mother and deceased.
He had to be admitted at Rustenburg Hospital after drinking too much
alcohol. The two daughters testified about the deceased’s use
of alcohol in his final days having observed a glass of alcohol
with
conflicting evidence, about a dilution taking place on request of the
deceased. W[...], testified about two separate occasions,
when
deceased and 2
nd
Defendant asked him to purchase alcohol for them.
Later this prohibited and also about smelling alcohol in the house.
Several Defendants’
witnesses testified that they did not smell
alcohol on the deceased’s breath, which is also to be placed in
context. 2
nd
Defendant
repeatedly stated that the deceased decided not to drink as it would
be detrimental to his health. On the aspect of smell
in the breath of
the deceased and whether this was ketones associated with feeding or
eating or was it alcohol and from a psychiatric
point of view, a
medical point of view, the smell of alcohol on a breath is distinctly
different from the smell of ketones. The
nail polish remover smell,
that is a ketone. Acetone is what is used to take off the colour. He
compares that with what ketone
smells like, it is a smell that is
variously referred to as apple -like and it is very distinctive, and
Colin impresses that the
smell of ketone and alcohol are
fundamentally different and therefore very difficult to get these two
smells mixed up. Ketone has
a very distinctive smell than if you
smell someone that drank a lot.
(vi)
The 2
nd
Defendant’s health and
alcohol use
is also a significant aspect in a few respects. First
of all, W[...] testified that he smelled alcohol on the breath of 2
nd
Defendant on the evening of his matric farewell dance. Also on his
birthday when he visited the deceased and found 2
nd
Defendant inebriated falling over her feet. The deceased made
apologies for her. Furthermore, in the last month of the deceased’s
life W[...] hated visiting him as 2
nd
Defendant sat in a
nightgown with her breath stinking of alcohol, belittling the
Plaintiff. Colin’s view is that 2
nd
Defendant
possibly also suffered from an alcohol use disorder. She alleged that
she suffers from a joint hypermobility, a life-threatening
health
condition called joint hypermobility syndrome and Barlow syndrome. He
says from a medical point of view that are relatively
benign
conditions and neither life threatening. He confirmed that her
hypermobility syndrome from a medical point of view was responsible
for appearing off balance at times and noted that 2
nd
Defendant offered this clinical trait of balance problem as a reason
why she appeared off balance to onlookers at times. He argued
that:
(vi)
(a)
a person with balance problems should absolutely
avoid alcohol in her own best interests as alcohol will certainly
worsen any pre-existing
balance problems. She testified that she
suffers from severe pain and uses Ultracet, which can cause severe
problems and again,
one wonders about the effect of balance problems.
Colin says its important to understand why he is pointing this out as
he believes
that there was a measure of exaggeration of these health
problems, secondly the joint hypermobility syndrome and balance
problems
could also have influenced the 2
nd
Defendant’s ability to physically care for
the deceased during his last days, with other words, strength might
have been an
issue but also her persistent use of alcohol and an
exaggeration of the deceased’s use of alcohol or stimulus for
it and
for her own health and her own balance problems could have
been a problem. It indicates a callous attitude which can clearly be
discerned in this regard.
(vii)
On the actions of the 2
nd
Defendant towards the deceased in his final
days.
Colin considered Venter‘s
testimony (from CANSA) that the 2
nd
Defendant was always glad to hear from her and
that 2
nd
Defendant
was afraid that she would do something wrong, and hurt him. It
indicates at the very least appearing attitude from 2
nd
Defendant. The aspect of denial, the denial of the
illness is part of the dying process. It is important for loved ones
to assist
in the process of dying by gently confronting denial and
acceptance. That is called the work of dying. Denial of illness
increases
the psychological vulnerability of the person due to the
inevitability of death. If one basically denies one’s illness
and
progressively getting weaker, it is going to upset one more and
more and increase the depression. In voice recordings, 2
nd
Defendant said her attitude towards the deceased’s
denial was to allow the deceased “a little comfort zone of
belief.”
Colin believes that this indicated her acceptance of
the deceased’s denial was part on her side to keep his hope
alive. That
is absolutely true, however, this acceptance of denial
was possibly keeping the deceased from doing the work of dying as
Ericson
called it and the process of working through to inevitable
death.
(vii)
(a)
He
referred to Dr Bond statement that the deceased’s biggest
problem was his denial “of his condition”. Plaintiff
also
testified that 2
nd
Defendant told the deceased “a photo of his
liver showed only two tiny spots and the deceased “will
recover.”
The Plaintiff also testified that when the deceased
expressed the wish to be buried with his mother, 2
nd
Defendant said, “it was not the right time
to be discussing burials, slammed doors, and screamed at her that she
had no right
to tell someone about their last days left.” Dr
Colin reckons that could have contributed to the animosity between
father
and daughter and one of the aspects that could possibly have
led to ambivalence.
(vii)
(b)
Then
B[...] testified that 2
nd
Defendant told her that she, B[...], “did
not want her dad to get well”, with other words, 2
nd
Defendant told B[...] that “you are not
working towards wanting your father to get well”, but this was
part of the denial
of the terminality as the two daughters disagreed
with the description by 2
nd
Defendant of the deceased’s “liver
with only two spots on it.” B[...] also testified that 2
nd
Defendant repeatedly told the deceased that he was
going to get well again. Colin’s view is that this must be
understood from
a loving attitude as well as keeping an open line,
the balancing being important. The point is the implication of the
support of
denial by the 2
nd
Defendant which could have increased the anger
that the deceased felt towards the Plaintiff.
(viii)
The next point in terms of the actions of 2
nd
Defendant, is the quality of care of the
deceased by the 2
nd
Defendant
. Colin
noted that several people said it was fine, Venter, Mr Pooth, and
Potgieter, whilst other people testified to the opposite.
He referred
to the evidence by B[...], the Plaintiff and W[...] of poor and lack
of care. The conditions in the living room of
dog faeces and urine.
Ms B[...] added inter alia, being upset about the 2
nd
Defendant not using a bedpan that she bought for
him. The poor quality of care was consistently denied by the 2
nd
Defendant, and supported by the visitors in the
deceased’s last days, as he had already mentioned. The 2
nd
Defendant is clearly quoted in the recordings,
saying that she wants Charmaine to wash the deceased and put him
neatly in bed.”
Colin presumed the sister to be from
either Hospice or CANSA and clearly contradicting elements of it. The
2
nd
Defendant
left the deceased alone and shopped in Sandton and the 2
nd
Defendant conceded that this was indeed true.
B[...] testified that she sat with her father for two hours while he
was alone. Colin
was of the opinion that the alcohol use disorder of
the 2
nd
Defendant
could have weakened her ability to emotionally and physically care
for the deceased and led to the deceased’s own
use of alcohol,
by virtue of exposure.
(ix)
The next point is the aspect of isolation of
the deceased
by 2
nd
Defendant from his two daughters. Initially 2
nd
Defendant indicated to B[...] that she will be
there for the deceased, 24-hours a day. The Plaintiff testified that
when they visited,
there was an atmosphere at the home, “as if
the deceased was walking on eggs,” another aspect of isolation.
This indicated
that the deceased was uncomfortable about the
relationship between the daughters and 2
nd
Defendant which could have led to alienation in
this regard. Also that 2
nd
Defendant took over conversations while they were
talking to the deceased making it difficult also to have a private
talk with their
dad.” The 2
nd
Defendant testified repeatedly that she never
prevented any person from visiting. She stated so frequently in the
recordings, that
it emphasized that she did not want any
interference. He wonders why it was necessary to state the obvious
because he would think
that as a terminal cancer sufferer the
deceased would have unfettered access to loved ones. The Plaintiff
said the 2
nd
Defendant
told her that the deceased must not be visited without an
appointment. The 2
nd
Defendant denied this and stated that there was
always a clear relationship where things were arranged and that was
not a big issue.
(xi)
(a)
W[...] testified that the Plaintiff and B[...]
were driven away and 2
nd
Defendant made it progressively more difficult to
look after the deceased or be involved in his care. The Plaintiff
also testified
that she was uncomfortable and the deceased was
uncomfortable with the 2
nd
Defendant. The conflict caused problems for the
deceased which was another reason to avoid visiting because of the
discomfort of
the deceased and the displeasure of the 2
nd
defendant. B[...] seems from the recorded
conversations, had free access to the deceased and visited him
regularly. There was a
situation during deceased’s last days
when B[...] tried to convince the Plaintiff to visit. She took her
along but made to
wait in the garage for an opportune time to be
invited in to see the deceased, which was some kind uncomfortable,
not a free flowing
contact as one would expect of family supporting a
loved one with the terminal cancer.
(xi)
(b)
There was testimony of gift of flowers thrown
away. A voice recording of 2
nd
Defendant’s repeated reassurance that the
two daughters are welcomed to visit anytime, as if this was a
difficult and contentious
issue. Colin views this subjectively as a
kind of quality of over reassurance, almost compromising. Another
quote, is where B[...]
tells 2
nd
Defendant that she had told Mrs van Heerden but
2
nd
Defendant
said no. It is evident that 2
nd
Defendant did at times impose those limitations
but as it is her home and probably her right to regulate things, to
allow the normal
flow of the house situation but given the context of
a dying man an average person would assume to have access to family.
Daughters
are an unspoken given, something that would not have to be
repeatedly stated by 2
nd
Defendant.
[339] On the
voice recordings of an important conversation between B[...] and the
deceased when their relationship was
discussed and where the
daughters talked to the deceased about the role that 2
nd
Defendant played in his life. According to Colin the deceased’s
response when B[...] mentioned that she and the Plaintiff
will never
just leave him, that he knew that is highly significant and
indicative of a closeness that existed between the deceased
and both
daughters. There deceased’s angry response about 2
nd
Defendant’s confrontation with his daughters, again
re-emphasizing what is known already. There was also another recorded
statement about 2
nd
Defendant by B[...] expressing an
opinion that: “If 2
nd
Defendant comes there to them,
the deceased will throw them away again.” B[...] also quotes
her mother I[...] who told them
about the deceased asking her whether
his daughters were his biological children. Colin finds the
conversation unclear, he has
already indicated that and regarded that
as part of the conversation they already had about the deceased’s
testament at that
stage and very little to can be deduced from this
conversation about his wishes. During this conversation, furthermore,
2
nd
Defendant and B[...] made it clear that B[...] was
appealing to the deceased for the Plaintiff to have access to him. It
is obvious
that the deceased was distressed about 2
nd
Defendant’s animosity by saying that he does not want her to be
upset. By implication, one can deduce that the acrimonious
relationship already had an influence on the deceased.
[340] Colin
then discussed the next aspect which is the actions of 2
nd
Defendant, on the aspect of weight loss which he finds to be a non
issue. According to him he cannot deduce from deceased’s
weight loss that it was poor care, not in the context of a terminal
pancreatic cancer. So, if anything, 95%, 5% is care.
[341]
There
is also the aspect of periods of confusion that the deceased had
,
that were made out from the recorded conversations. Colin referred to
both B[...] and the Plaintiff having noted that the deceased
became
confused at times. He indicates that such periods called “delirium”
by Psychiatrists, which is a brain failure
that sets in as a pre
-terminal phenomenon. A part of the switching off of the organs
before one dies, representing part of dying.
It was not a constant
phenomenon so that he was delirious all the time. Delirium is rarely
constant but on and off at times but
certainly tagged that it would
have been a contributing factor through the load of 20 others
contributing factors. On the recorded
conversation B[...] said that
it was going better because the deceased was not happy yesterday
because he could hardly speak to
her. From his psychiatric point of
view, periods of delirium will increase mental vulnerability of the
deceased, as one contributing
factor.
[342]
Regarding the possible role of the 2
nd
Defendant in the execution of the deceased’s last three
consecutive wills
.
Colin notes that the 2
nd
Defendant was not listed as an heir in the 1
st
will even
though she testified that the deceased considered her his wife
throughout the period after their divorce and subsequent
second
marriage. 2
nd
Defendant testified that she was present
during every signing of wills 2, 3 and 4. However that the
stipulations in any of the
last three wills were never discussed with
her, other than the deceased informing her that he was naming the
Appellant again in
the 3
rd
will. It was further her
testimony that the deceased informed her that he was removing the
Plaintiff as an heir in the 4
th
will and she responded
“are you sure that is what you want to do?” To which the
deceased replied “I am telling
you what to do.”
Furthermore, there was testimony also written notes submitted which
at the very least clear that she assisted
in the 4
th
will,
writing in her handwriting notes which acceptability thereof is
something to be evaluated.
[343] 2
nd
Defendant told B[...] at the second wedding that she will make sure
she will not inherent a cent from the deceased. He says this
indicated an expression of some wishes of having a wish realized in
the testaments or expressing an opinion as to inheritance of
the
deceased whilst repeatedly testifying that the deceased was strong
willed and that he would never allow interference. The deceased
nevertheless showed ambivalence in contrast with his normal
personality where he was normally resolute and strong willed in his
actions. Colin believes that this resentment would have potentially
influenced the deceased in his choice of heirs given the very
strong
expressed resentment of 2
nd
Defendant towards the
Plaintiff. Again, the resentment was overtly expressed and testified
to and confirmed.
[344] The
question could resentment have influenced the deceased and could it
have made him ambivalent about his choices,
again in contrast with
his personality
.
According to Colin the role of
potential is almost at the end of undue acting in this period, during
which the last three consecutive
wills were signed. As he pointed in
his deliberations and comments about this, he did not consider
himself able to choose between
the wills. As a lay person he
understood that a person can only have one testament and that each
next one replaces with a specific
codicil the previous one which
understanding he says informed his comments when he referred to it in
the singular. Also in the
end to which is to define but one testament
that will stand. The deceased will have to have a will and that will
could potentially
have been subjected to undue influence not limited
in time. He says it must be seen as a series of actions or the
excretion
of an influence over a period by an individual to influence
his testamentary choice, or either will of the deceased, meaning
somebody
else’s will is expressed in the deceased’s will,
not his own. The essential element from a psychiatric point of view
is that the actions performed or the influence exerted influences the
will over this period of time and by implication any executed
will in
this time will be subject to undue influence.” Colin is of the
opinion that it can potentially be projected, theoretically
that the
undue influence started when the relationship resumed at the
beginning of September 2015 and thereafter it lasted. He
points out
that it is very difficult for any expert witness to finally dissect
day by day, the degree of influence that existed,
but for the court
to do so. Further that the ambivalence at this stage is highly
significant and the premorbid personality extremely
significant. It
should also be reasoned from the point of view of what is the benefit
for 2
nd
Defendant, which is that she will purely receive a
larger inheritance if the plaintiff is excluded.
[345] Colin
further notes that a whole list of constitutional factors indicated
as potential. None of them operating
as the only or the most
exclusive or continuously present, as in opiods. Also that these
things were variously present at various
times, working together,
some of them very prominent, like alcohol or the terminal illness of
the deceased leading to the slow
weight loss and cachexia. Thy are
not to be seen in isolation but some of them were severe and others
just contribute to a domino
effect, leading to a huge heap of
influence. He notes that the deceased was vulnerable for the reasons
indicated. He also expressed
appreciative feelings towards 2
nd
Defendant, in stating that they had good times together. He named her
as an heir in the 2
nd
, 3
rd
and 4
th
wills. In other words, there is an element of intention involved in
that, but a conflicting and ambivalent relationship that the
deceased
had with 2
nd
Defendant, which is clear from her own
description and from the descriptions of other people that it was
most definitely not that
prominently committed relationship over time
before the resumption of co-habitation and that the commitment
clearly increased after
the period of co-habitation. Colin
believes on these issues sufficient reason exists on psychiatric
grounds, for the court
to evaluate the concept of undue influence. He
is of the opinion that that the deceased’s mind was
sufficiently vulnerable,
caused by the constitutional factors as
elaborated, that he would have been more vulnerable and susceptible
to influence.
[346] He
suggested that both reports be read together. In the definition of
undue influence he pointed out three points
to the court, which is
first, the influence of another person must be such that it
substitutes the wishes of the testator. On the
next important that is
the persistent requests and urging to a point that the testator can
no longer resist, and may result in
a situation where he acquiesces
just for peace and quiet.” His opinion was of there being lots
of indications that the deceased
was asking his daughters and his
wife for peace and quiet. The third and last one is defamation, using
partial truths and causing
bitter angry feelings to have been
implicated in successful claims, which is legal stuff. To him he
believes the answer is that
the presentation of the relationship with
the Plaintiff by the 2
nd
Defendant, clearly indicated a
high degree of animosity that could have potentially exerted and
influenced the deceased.
[347] The
resumption of undue influence is raised when or where the beneficiary
is actually concerned with the preparation
of the will for the court
to evaluate these aspects, whether she was involved, present,
influenced, or whether the relationship
is coupled with a suspicious
circumstance, such as mental infirmity of the testator. It is
according to him what he says would
call the vulnerability and
infirmity. It does not mean that he was not compos mentis. It just
means that he was vulnerable and
infirm. On the unfairness of
the will, the court was to decide whether it is fair that 2
nd
Defendant should be an heir, in that the wishes of the testator were
expressed to such an extent that this could be purely proven,
and
Plaintiff is not.
[348] Lastly:
He looked at “where one preparing or procuring the execution of
the will, obtains a substantial
benefit.” He believed these are
the points that the court should take into consideration in the
definition as explained by
2
nd
Defendant in paying
attention. As to whether there was a will in the deceased, or a will
in the 2
nd
Defendant? If this was exerted and if the
constitutional factors made him more vulnerable? He could not say in
short, but in long
he said basically what he understood now, having
listened to everything that happened in court.
{349] Under cross
examination answering a question on the testimony of the Defendant’s
witnesses that collaborated each
other on the aspect of what was
happening at the deceased’s house and the state of the deceased
and his relationship with
his daughters, Colin pointed out that,
access plays an important role as to its duration, number, and how it
took place in determining
the credibility of a witness’
evidence. It has to be understood that some of these people
visited the deceased, by
virtue of prearranged appointments. In
respect of what they found at the deceased” house, that was
significant. So,
it must be seen within the context of the
manipulative ability of the access that these people had. He also
indicated that his
conclusion that B[...] also stands to lose was as
a result of the fact that she will lose as the estate will be divided
into three
as compared to when there are only two heirs. His view was
that if someone stands to lose in certain respects, and they are
still
honest about things, in other words, they take the good with
the bad, it just increases the reliability of their version. It was
then further pointed out that loyalty should fetter in as she would
be loyal towards her family, more so to the Plaintiff who is
regarded
to have been more of a mother to her.
[350] The
question of influence per se looked at, differentiating between
ordinary influence that is not wrong and undue
influence. He refers
to Perr’s description of undue influence that the essence of
undue influence invalidating a will is
that the influence of another
person must be such that it substitutes the wishes of that other
person for that of the testator.
He agreed it takes away free
will and that substitution of the wills becomes relevant although
difficult to prove. He confirmed
that Perr further comments that “In
other words, the undue influence must destroy the free agency of the
testator and substitute
that for another. Colin points to Perr’s
further philosophy that “if one influences another by kindness
and good deeds
or if one persuades another fairly and reasonably
without fraud or deception, then the effect is not one of undue
influence.”
Legal
framework
[351]
The starting point should be to note the recognition of
freedom
of testation being a constitutionally protected right as it
implicates the rights to property, dignity and privacy which
encompasses the freedom of a testator to dispose one’s estate
as one wishes.
[6]
I
n Wilkinson
Mhlantla J
opined
that the Court has acknowledged that “Freedom of testation is
fundamental to testate succession.”
[352]
In respect of the right to property and dignity, the Court in
Minister
of Education v Syfrets Trust Ltd N.O
[7]
noted
in an obiter statement that freedom of testation “forms an
integral part of a person’s right to property, and
must
therefore be taken to be protected in terms of section 25.”
In
BoE
Trust Ltd NO and Another
[8]
at
para 27 the Supreme Court of Appeal held that –
“
Not
to give due recognition to freedom of testation, will, to my mind,
also fly in the face of the founding constitutional principle
of
human dignity. The right to dignity allows the living, and the dying,
the peace of mind of knowing that their last wishes would
be
respected after they have passed away.”
[353]
T
estamentary
freedom therefore goes hand in hand with testamentary capacity. T
he
freedom of a testator to dispose of his or her estate as he or she
wishes is consequently not absolute. Although a testator is
permitted
to disinherit whom he so wishes, even his or her spouse and his or
her children, there are instances where, based on
public policy, the
law restrains testators in the exercise of their testamentary
freedom.
For
example, a testator cannot through a will stifle the rights that
other people have against the estate. The principles of testamentary
capacity stem from the common law and are well established in South
Africa and other common law jurisdictions. Du Toit in
“Succession law in South Africa
[9]
–explains the historical background in the South African law of
succession and the influence of both civil law (Roman-Dutch)
and
common law (English).
[354]
The legal framework applicable in the execution of wills is
articulated in the preamble specifically with relevance
to the
provisions of s 4 of the Act
,
that
governs
testamentary capacity. For a valid will, the testator is, at the time
of the execution of the will, besides being required
to have reached
a specified age, also required to have had sufficient mental capacity
to appreciate the nature and effect of his
testamentary act,
understand and recollect the nature and situation of his or her
property; relations and those whose interests
are affected by the
will.
[355]
In
Essop
v Mustapha and Essop NNO and Others
[10]
,
the test for testamentary capacity was set out as in
Banks
v Goodfellow
1870
LR 5 QB, which was relied on in the
Tregea
and
Another v Godart and Another
[11]
,
and remains the law, that:
‘
The
testator must … be possessed of sound and disposing mind and
memory …. But his memory may be very imperfect …
and
yet his understanding may be sufficiently sound for many of the
ordinary transactions … were his mind and memory sufficiently
sound to enable him to know and to understand the business in which
he was engaged at the time he executed his will?’
[356]
Where the question arises as to whether a person had the capacity to
make a will, the mere fact of old age or
illness does not necessarily
mean that a person is incapable of appreciating the effect of the
will he or she is executing.
T
he
question is whether, as a consequence of the disturbance or
impairment, the person was mentally incapable of understanding the
nature and effect of his or her act.
[12]
[357] In
Tregea, supra
Tindall JA adopted the following test for
testamentary capacity referred to by Cogne CJ in
Banks vs Good
Fellow
1870 L, R QB further held that:
'The
testator must, in the language of the law, be possessed of sound and
disposing mind and memory. He must have memory; a man
in whom the
faculty is totally extinguished cannot be said to possess
understanding to any degree whatever, or for any purpose.
But his
memory may be very imperfect; it may be greatly impaired by age or
disease; he may not be able at all times to recollect
the names,
the persons, or the families of those with whom he had been
intimately acquainted; may at times ask idle questions,
and repeat
those which had before been asked and answered, and yet his
understanding may be sufficiently sound for many of the
ordinary
transactions of life. He may not have sufficient strength of memory
and vigour of intellect to make and to digest all
the parts of a
contract, and yet be competent to direct the distribution of his
property by will. This is a subject which
he may possibly have
often thought of, and there is probably no person who has not
arranged such a disposition in his mind before
he committed it to
writing. The question is not so much what was the degree of memory
possessed by the testator'? as this: Had
he a disposing memory? Was
he capable of recollecting the property he was about to bequeath; the
manner of distributing it; and
the objects of his bounty? To sum up
the whole in the most simple and intelligible form, were his mind and
memory sufficiently sound
to enable him to know and to
understand the business in which he was engaged at the time he
executed his will?'
[358] The
decisive moment for establishing the competence of the testator is
the time when the will was made and not,
for example, when the
deceased had issued instructions for drawing up the will as confirmed
by the court in
Essop supra
.
[359]
In
Vermeulen
and Another v Vermeulen and Others
[13]
the
Court referred to the remarks by Van Niekerk J, in
Lerf
v Nieft
2004
NR 184
(HC) 1901B−C; and see also
Cloete
v Marais
1934
EDL 239
250 that:
“
In
order to show that the deceased in this matter did not have the
necessary mental capacity it must be shown that he failed to
appreciate the nature and effect generally of the testamentary act;
or that he was at the time unaware of the nature and extent
of his
possessions; or that he did not appreciate and discriminate between
the persons, whom he wished to benefit and those whom
he wished to
exclude from his bounty; or that his will was inofficiously in the
sense that it benefited persons to the exclusion
of others having
higher equitable claims to the estate”.
[360]
It was further in
Vermeulen
par
139, in reference to the case of
Harlow
v Becker
[14]
,
stated that :
“
Obviously,
it is a prerequisite to the execution of a valid will that the person
who executes the will has to intend it to be his
will. But the mental
capacity or competency to execute a valid will embraces more than a
mere intention on the part of the testator
that the draft will to
which he puts his signature should be his will. He may appreciate the
meaning of the document and approve
of its contents and yet may lack
the understanding or mental capability necessary for the execution of
a valid will.”
[361]
It is therefore not only required that the testator should have known
that he is making a will (nature) but furthermore
he or she must
appreciate the consequences (effect) of the act. In
Scott
v Master of the High Court Bloemfontein,
[15]
the validity of the said will was challenged on the basis that, when
the testator made and signed it, he was mentally incapable
of doing
so and consequently could not appreciate the nature and effect of his
conduct. Furthermore, the applicant accused the
deceased of abusing
alcoholic beverages and argued that this might have affected his
mental state as well. The court in finding
otherwise considered
and stated the following:
”
The
deceased was aware of the farm workers that had died or left his
farm. The deceased wanted to change the bequest to the remaining
farm
workers to provide for their retrenchment benefits for them, now that
he had decided to estrange his farms. The deceased could
logically
motivate each and every bequest he made and could remember that he
bought the farm Helderfontein and had it registered
in the name of
the first applicant. The first applicant did not dispute this fact.
The evidence of his sister, the third respondent
and that of the
retired reverend corroborated this unequivocally.”
[362]
The will was
indicative
of the testator’s resolve to change his mind as and when the
circumstances dictated. He could appreciate the changed
circumstances
and resolved to act the way he did, an important factor to be
considered. I
n
Lewin
v Lewin,
[16]
at
264-5 the court held that the disease may 'produce changes in
the emotions which may affect a testator's judgment but, in
such a
case, the question would not simply be whether the testator
understood the will but whether there was such an alteration
of the
testator’s personality, emotions and affections as to have
diminished the testator’s power of judgment and discrimination
so that the testator could no longer be said to be possessed of a
sound disposing mind”.
[363]
It has also been declared that the consumption of alcohol cannot in
itself invalidate juristic acts, such as drawing up a
will.
[17]
[364]
Consequently to succeed with a challenge against the validity of a
will one must prove on a balance of probabilities
that a person so
making a will was “... mentally incapable of appreciating the
nature and effect of his act... as at the
time the will was
made: The testamentary capacity test that was well established
in Banks is outlined in its simplest
form as follows in the
recent
case of
Jones
v Jones
[18]
that
also involved the issue of undue influence:
1.
Did the testator understand that she was making a will?
2.
Did
he understand the extend of her property?
3.
Did the testator comprehend and appreciate the people to whom she
might consider leaving
her estate?
4.
Is there any disorder of the mind that might poison her affections
or pervert her sense of right or prevent her exercising her natural
faculties, meaning is there any medical condition that would affect
her from knowing that she is making a will, what her property
consisted of or who her friends and family were?
[365]
Furthermore i
n
terms of s 4A (1) of the Act, any person who is a witness to a will,
who signs on behalf of the testator, or who writes out the
will or
any part in his or her own handwriting, as well as the spouse of any
person involved in such a capacity, is disqualified
from inheriting
or receiving any benefit in terms of the will. Certain notable
exceptions, in terms of which a person may inherit
despite their
involvement in the execution of the will, are however provided for
under the subsection (2) (b). A court may declare
a person, or his or
her spouse referred to in subs (1), to be competent to receive a
benefit from a will if the court is satisfied
that that person or his
or her spouse did not defraud or unduly influence the testator in the
execution of the will.
[19]
[368]
The interpretation of s 4A was in dispute in
Blom
and Another v Brown and Others.
[20]
The
court noted that what s 4A (1) actually seeks to achieve, consistent
with the common law, is to permit beneficiaries who would
otherwise
be disqualified from inheriting, to satisfy the court that they or
their spouses did not defraud or unduly influence
the testator in the
execution of the will by holding that any person, including the
spouse, who writes out a will shall be disqualified
from receiving
any benefit from that will, subject to the qualification and
exception.
Undue
influence
[366]
The testator’s expression of his own free will is an important
element for establishing a valid will. A
testator must completely of
his or her own volition decide how his or her estate is to be
divided. As a result, only his testamentary
intent must be reflected
in his or her will. The court
will
test to see if there has been a displacement of the volition of the
testator, to such an extent that the will no longer reflects
the
wishes of the testator, or alternatively contains the wishes of a
person other than the testator (that of the alleged influencer)
by
evaluating the actions that might have led to undue influence. In
essence establishing if it is
the
testamentary intent (testator’s intention) of the testator or
that of the alleged influencer that is reflected in the
will
executed.
[21]
The
influence being such that the testator
no
longer expressed his or her own free will even if he or she did have
animus
testandi.
the
question is whether the
animus
testandi
[367]
The evidence evaluated holistically should point to circumstances
that indicate it to be more probable (as alleged)
that the will was
executed as a result of coercion or undue influence. The law on
the undue influence was stated by the court
in the recent English
decision of
Rea
v Rea
[22]
to
be as follows:
“
I
would accept that undue influence can be proved without demonstrating
that the circumstances are necessarily inconsistent with
any
alternative hypothesis. On the other hand, the circumstances must be
such that undue influence is more probable than any other
hypothesis.
If another possibility is just as likely, undue influence will not
have been established. When making that assessment,
moreover, it may
well be appropriate to proceed on the basis that undue influence is
inherently improbable.
[…]
it
seems to me that it will commonly be appropriate to proceed on the
basis that undue influence is inherently improbable. As I
have said,
''undue influence" signifies coercion in this context, and
potential beneficiaries are surely less likely to resort
to coercion
than to rely on affection, gratitude or even persuasion.”
In
that matter the evidence indicated that undue influence was not more
probable than the other hypothesis, the other hypothesis
being that
A[...] simply wanted to benefit Rita more. The court therefore found
the will to be valid and ordered it to be admitted
to probate.
[369]
The
court further
Spies
commented
as to what constituted undue influence, by holding that:
“
A
last will may in fact be declared invalid if the testator has been
moved by artifices of such a nature that they may be equated
…
to the exercise of coercion or fraud to make a bequest that he would
not otherwise have made and which therefore expresses
another
person’s will ... In such a case one is not dealing with the
authentic wishes of the testator but with a displacement
of volition
...’. The key question therefore is whether there has been a
displacement of volition and thus whether the will
contains the
wishes of someone other than the testator. The testator’s
mental state, his or her ability to resist prompting
and instigation;
and the relationship between the people concerned, are all factors to
be taken into account
[23]
.
[370]
It is evident from these authorities that the courts will take into
account a number of factors in order to establish
the possibility of
undue influence,
inter alia
:
[370.1]
the mental state of the testator at the time of the signing of the
will, being of crucial importance again;
[370.2]
His ability to resist prompting;
[370.3]
the relationship between the testator and the person/s concerned (If
sec 4A applicable if beneficiary being in a position of influence)
[370.4]
and surrounding factors. (displacement of volition)
[371]
On the question whether there has been a displacement of volition and
thus whether the will contains the wishes
of someone other than the
testator, the mere existence of a relationship of a particular kind
does not give rise to a presumption
that the will of another has been
substituted for the testator’s will. The testator’s
mental state, his or her ability
to resist prompting and instigation;
and the relationship between the people concerned, are all factors to
be taken into account.
[24]
[372]
In
Katz
and Another v Katz and Others
[25]
,
it
was alleged that the testator was improperly influenced by his second
wife to make a new will. The court held that the fact that
the
testator was dependent on his wife after his stroke was not
sufficient proof of undue influence.
The
court emphasized that an allegation that one or more of the factors
was present had to be supported with evidence and that unfounded
suspicion and speculation were not sufficient. Furthermore,
if,
after the execution of a will, a period of time elapses during which
the testator could have altered the will should he or she
have wished
to do so, the failure to take advantage of this opportunity is a
circumstance from which it may be inferred that the
will was not made
against the testator’s wishes.
[373]
In
Essop
v Mustapha and Essop NNO and Others
[26]
,
the court held that the
decisive
moment
for establishing the competence of a testator to draft a valid will
is the time when the will was made and not when instructions
were
given.
[374]
Consequently evidence on the steps taken by the legal practitioner to
ascertain testamentary intent (whether the
testator’s intention
reflected properly in the will) also crucial. In that instance
statements made by the testator, his
instructions and statements of
testamentary intention therefore admissible. In that case,
evidence
of the testator’s reasoning for unexpected provisions in a
will, may help establish that the testator did not lack
testamentary
capacity.
[27]
The reasoning
must be sensible.
[375]
Furthermore, on the question of undue influence, the key question is
whether there has been a displacement of
volition and thus whether
the will contains the wishes of someone other than the testator. The
testator’s mental state, his
or her ability to resist prompting
and instigation; and the relationship between the people concerned,
are all factors to be taken
into account.
[376]
The main contention on all 3 wills that had to be established is the
effect a diagnose with pancreatic cancer,
a malignant tumor with a
very poor prognosis, that is a terminal illness, at a very advanced
age of 73 of which the testator was
given a short period of +- 6
months to live, and the concomitant treatment and its co-morbidities,
had on the deceased’s
cognitive abilities. The extent the
effect the pancreas cancer, use of morphine and other opiods,
indulgence in alcohol and or
the alleged undue influence if found
proven would have or had impacted on the deceased’s
testamentary capacity (that his
mental ability
to
appreciate the nature and effect of his testamentary acts) and
intent. A fact to be established
from
the whole evidence adduced by the parties, including their expert
witnesses who assisted the court to understand the mental
effect from
the experts’ perspective. The aim being for the court to
determine if all being taken into account the deceased
had the
testamentary capacity and his will reflected in any of the 3 wills.
Legal principles on
Expert Evidence
[377]
The background or context from which the expert evidence is included
and considered is informed by the following principles
that are
enunciated in the following authorities;
[376.1]
In
Schneider
NO and others v AA and Another,
[28]
Davis
J. outlined this function, and the ensuing duty of an expert witness
as follows:
"In short,
an expert comes to Court to give the Court the benefit of his or
her expertise. Agreed, an expert is called
by a particular
party, presumably because the conclusion of the expert, using
his or her expertise, is in favour of the line
of argument of the
particular party. But that does not absolve the expert from
providing the Court with as objective and unbiased
an opinion, based
on his or her expertise, as possible. An expert is not a hired
gun who dispenses his or her expertise for
the purposes of a
particular case. An expert does not assume the role of an
advocate, nor gives evidence which goes beyond
the logic which is
dictated by the scientific knowledge which that expert claims to
possess."
[377]
Similarly, in the matter of
Nel
v Lubbe
[29]
the
court held as follows:
“…
But
the opinion of an expert witness is admissible whenever, by
virtue of the special skill and knowledge he possesses in his
particular sphere of activity, he is better qualified to draw
inferences from the proved facts than the judge himself.
A
court will look to the guidance of an expert when it is
satisfied that it is incapable of forming an opinion without it.
But
the court is not a rubber stamp for acceptance of the expert's
opinion
.
Testimony must be placed before the court of the facts relied upon by
the expert for his opinion as well as the reasons upon
which it
is based…The court will not blindly accept the assertion of
the expert without full explanation. If it does
so its function
will have been usurped.”
[30]
(my
emphasis)
Mindful
as well that scientific ideas can be supported or refuted by
evidence. As a result, ideas or opinions not supported by evidence
would be difficult to accept or admit.
Analysis of the
evidence
[378] The
Plaintiff has given a full background of the deceased’s life
with the aim to give a clear picture of
the kind of person the
deceased was, prior to his health taking a negative turn when he was
diagnosed with pancreas cancer on 28
August 2015. She testified on
the devastation and the resultant physical and mental impairment the
illness caused to his life in
general. It is the Plaintiff’s
testimony that the Plaintiff was strong headed, rebellious, prepared
to take risks in business,
determined, resilient, a ladies’ man
who went through five marriages and divorces. The deceased was
however also said to
have been compassionate, keeping some kind of a
cordial relationship with some of his ex- spouses, and a fairly
healthy and interactive
family relationship with his only children,
his two daughters who continued to be part of his life until his
cancer diagnose. The
Plaintiff in particular having a couple of times
played a major role in the deceased’s life, looking after his
wellbeing.
A significant specific incident was when the Plaintiff was
a 20 year -old university student, and the deceased had a life
threatening
incident in Durban. The deceased was found on the railway
line with a broken skull. The Plaintiff fetched the deceased from
Durban
and assisted him to be admitted at a hospital in Pretoria
where a major surgery was performed to repair his skull. Both
his
daughters testified to the fact that the Plaintiff was the
deceased’s person to go to, every time he got divorced. The
Plaintiff
would stay with the deceased and look after him until he
picked up his life or married again.
[379] Both
Plaintiff and B[...] have also indicated that the deceased would seek
their counsel prior to marrying any
of the women he met. They would
voice their approval or disapproval, sometimes the deceased would
explain why he would nevertheless
proceed to marry notwithstanding
their disapproval. It has never displaced their kinship as a family
or created any animosity between
them. That is the sort of
relationship the deceased was described to have had with his
daughters.
[380] The
relationship between the deceased and his adult daughters was shown
to have been of care and display of a
great concern about the welfare
of their father and for each other. When the Plaintiff was away in
Mauritius between the period
2002 -2012 the deceased visited her
frequently. At one time they together visited the deceased’s
family in the Netherlands
where the Plaintiff was introduced to all
his kinship. The Plaintiff kept in touch with the relatives, family
being more important
to her. B[...] would speak of times when she was
called a couple of times at the farm to come and rescue the deceased
who will
have drunk himself into a stupor or when he was injured in
an incident that involved the 2
nd
Defendant. One time she
had to take her sick child to T[...] to their farm to help them and
was at the hospital the whole night
because the deceased felt the 2
nd
Defendant was not good for him. The Plaintiff took the deceased to
all his appointments and made sure that everything was going
right.
As his daughters what was affirmed was that they have always been
there for the deceased even after the deceased was diagnosed
with
cancer, until the 2
nd
Defendant reappeared and came to
stay with the deceased.
[381] As of
the deceased, all this evidence point to a kind of man who very much
loved and cared for both his children
who have also loved and cared
about him all their lives, in spite of the deceased’s many
marriages. It is also their evidence
which was not contradicted that
the deceased said he wanted them to be well looked after post his
demise. B[...] was also told
that his wish was that they can also
look after their mother. Prior 2015 there was no doubt that, that is
what he had done. He
executed a will in May 2014 that bequeaths all
his estate to both his daughters. An act of such seemingly gross
unkindness of excluding
any of the two daughters from the will,
contrary to the promise and wish he articulated in his 1
st
will, would have to have been motivated by an act, equally unkind and
of equal graveness perpetuated against the deceased. Understandably,
the testamentary freedom, capacity and intent of the deceased would
be regarded as questionable. As to whether indeed it was
questionable,
it is to be established from the facts, if there were
any intervening factors.
The testamentary
freedom, capacity and intent of the testator discernable from the
facts (Evaluation of Plaintiff’s perspective)
[382] The
Plaintiff’s testimony was honest to a point of being
vulnerable, very detailed and straight forward. She
just left it to
the court to determine if from the testimony there is factual
evidence that supports the allegations made in the
particulars of
claim on the reason for the deceased’s change of will that
justifies the invalidation of the subsequent wills.
I find the
Plaintiff’s evidence reliable, as an open and honest witness.
Most of her evidence was corroborated by B[...].
They grew up
together and remained close to their father even in their adult lives
up to his demise. I have no reason to doubt
the honesty of their
evidence, notwithstanding their kinship. According to both there was
nothing on Plaintiff’s side that
could have justified such a
drastic step, taking into consideration all that has happened between
them and the deceased all their
lives. They were also very candid
about the fact that there was no love lost between the Plaintiff and
the 2
nd
Defendant. The 2
nd
Defendant was
straight forward that the relationship was in fact antagonistic. The
Plaintiff believed it was cordial at the beginning,
the description
given however indicating it to have been tolerant than cordial until
just before the 2
nd
Defendant was divorced from the
deceased when there was an issue about the help that the Plaintiff
was getting on the petrol, from
the deceased’s business and the
Plaintiff overhearing the 2
nd
Defendant on a phone call to
her parents alleging that the deceased was abusive towards her.
[383] It was
rather put to the Plaintiff that she must have done something to have
been excluded and a suggestion made
that it related to her
disapproval of the 2
nd
Defendant being part of the
deceased’s life and of their marriage as well as the manner in
which she handled the news of
the deceased’s terminal illness,
denying that the deceased lacked testamentary capacity as a result of
his illness or undue
unfluence. Those allegations were unsustainable
as against the evidence of the Plaintiff and B[...]. In respect of
Plaintiff’s
disapproval of the deceased’s marriage to the
2
nd
Defendant, both Plaintiff and Defendant confirmed that
they had previously voiced their disapproval of some of the
deceased’s
relationship, one of which was that of Ms T[...] or
Ms C[...], whom they felt was too young for their father and probably
would
have wanted children. The deceased married her anyway,
notwithstanding their disapproval. He then had a vasectomy. There was
never
any animosity thereafter between them and their father. They
also kept in touch with C[...] even after the divorce, who continued
to work for the deceased for 17 years. The deceased would also in
some instances explain his reasons for getting married despite
their
disapproval. He did on the occasion of the 2
nd
Defendant.
B[...] testified that when the deceased consulted her about marrying
the 2
nd
Defendant, she was against it. The deceased told
her and the Plaintiff that the 2
nd
Defendant was pregnant
so he had to marry her, nine months into their relationship. Although
the deceased had reversed his vasectomy,
no child was ever born from
their marriage.
[384] The
voicing or indication of disapproval of a relationship or marriage by
either Plaintiff or B[...] was then
not something new. Also the fact
that the person who from the beginning had voiced her disapproval of
the 2
nd
Defendant was never left out in any of the wills,
gainsays that allegation. B[...] had unequivocally conveyed her
dislike of the
2
nd
Defendant to the deceased, that she
only tolerated the 2
nd
Defendant for deceased’s sake
and would not want anything to do with her after his demise. Further
that she does not want
anything that would tie her to the 2
nd
Defendant or make her responsible for her. The 2
nd
Defendant must just leave and go back to Pringle Bay. B[...] was
nevertheless not excluded, with a possibility of being in
co-ownership
with the 2
nd
Defendant of the property in
trust in the 4
th
will. It is therefore unlikely/improbable
that the alleged Plaintiff’s disapproval of the 2
nd
Defendant could have been the reason for deceased to exclude the
Plaintiff from any of the Wills whilst including B[...]
notwithstanding
her utterances and include the 2
nd
Defendant with a less equitable claim. That reason is far-fetched.
[385]
Actually it is the deceased who voiced a misgiving to his daughters
when the 2
nd
Defendant reappeared in his life after he was
diagnosed with the terminal cancer that ‘the 2
nd
Defendant was coming for the money.’ The attitude is not a
totally welcoming one and also indicates that the deceased was
also
suspicious of 1
st
Defendant reappearance. The allegations
by the Plaintiff that the deceased gave her the phone and she spoke
to 2
nd
Defendant who asked her if she could come and visit
was not disputed nor tested under cross examination. The 2
nd
Defendant only narrated her own version of how she came to stay. It
is therefore trite that the initial reason she gave for her
reappearance was to come and visit due to the deceased being
diagnosed with cancer. According to the 2
nd
Defendant the
Plaintiff’s remark that it was the deceased’s sixth
marriage, is a fact, that marked Plaintiff’s
disapproval and
supposedly infuriated the deceased such that he changed his mind and
went against his initial will and promise,
and disinherited the
Plaintiff, which is absurd. The submission is unsustainable and the
reason far-fetched. The deceased never
spoke to the Plaintiff about
the remark.
[386] A
suggestion was also put to the Plaintiff that the deceased was so
unhappy about the Plaintiff’s disapproval
of his relationship
with the 2
nd
Defendant that she was not invited to the
wedding or he would not have wanted her at the wedding. Actually the
1
st
Defendant in his evidence in chief had said that is
the reason the deceased gave him for excluding the Plaintiff on the
signing
of the 2
nd
will, she was interfering in his life
and trying to prevent him from marrying the 2
nd
Defendant.
In the meanwhile, he is the one that advised the Plaintiff to keep
her dignity and stay away, when the Plaintiff indicated
to him her
concern and disapproval of the wedding based on the deceased’s
health status. He did not allege to have told the
Plaintiff that
actually the deceased did not want her at the wedding.
[387] In the
meanwhile it was the 2
nd
Defendant not the deceased who
did not want the Plaintiff to be at the wedding. She made sure that
the Plaintiff does not attend
by instructing B[...] that the
Plaintiff and W[...] were not invited and should not be at the
wedding. It was therefore disingenuous
of the Defendants to claim
that the absence of the Plaintiff was due to the deceased not wanting
her to be there. The deceased
was actually immensely hurt and
disappointed that the Plaintiff did not attend his wedding, a fact
which the 2
nd
Defendant obviously had instigated so as to
create and rely on that fact as proof for the animosity the
Defendants alleged to exist
between the deceased and the Plaintiff,
so as to justify the disinheritance.
[388] In that
instance both Defendants’ credibility becomes questionable. The
1
st
Defendant was evidently not candid when he alleged
that the deceased told him he did not want the Plaintiff to be at the
wedding
due to Plaintiff’s disapproval of his marriage to the
2
nd
Defendant. Both Defendants falsely alleged that it was
for that reason that the deceased disinherited the Plaintiff. In the
meanwhile,
as per B[...]’s evidence the deceased was surprised
when informed of the reason why the Plaintiff was not at the wedding.
Understandably, he had expected the Plaintiff, actually both his
daughters to be at his wedding, notwithstanding their disapproval
of
the marriage. This is the kind of relationship they had as already
mentioned that the deceased’s daughters’ disapproval
of
his relationships or who he married had never created any animosity
or led to any resentment between them as alleged to have
happened by
the Defendants.
[389] The
deceased was not aware that the 1
st
Defendant had also
unkindly instructed and warned the Plaintiff to stay away from the
wedding. The 1
st
Defendant was therefore also disingenuous
when he proffered the same reason to justify the purported narrative
of an animosity
between the Plaintiff and the deceased. The deceased
had nevertheless not excluded but included the Plaintiff in the will
executed
subsequent to the wedding, that is the 3
rd
will.
[390] It is
therefore evident that notwithstanding his daughters’ feelings,
his intention in relation to his will
would not have been affected.
It is therefore unlikely that he would have excluded the Plaintiff
from his 2
nd
will because of her disapproval of his
intended marriage to the 2
nd
Defendant. On a balance of
probabilities, he did not. Having delegitimized that narrative, it is
evident that their allegation
also of an existent animosity between
the deceased and the Plaintiff was intended to also justify the
disinheritance there being
no plausible reason.
[391] The
exclusion of the Plaintiff in fact resonates more with the 2
nd
Defendant’s wish and feelings towards the Plaintiff. Her
dislike of the Plaintiff was very clear in her evidence. She clearly
testified that she never had a relationship with the Plaintiff whom
she does not mention prior 2015. She indeed resented and could
not
stand the Plaintiff. On 2
nd
Defendant’s first
encounter with the Plaintiff, following her reappearance in September
2015, she complained about the Plaintiff’s
reaction towards her
reappearance, and was even offended that the Plaintiff enquired from
her if she was in any relationship, notwithstanding
2
nd
Defendant holding out to have had what she termed an “open
relationship” with the deceased that involved other intimate
partners. She complained about how the Plaintiff introduced her to
the people in the estate where the deceased resided, and putting
her
status as a friend not wife when registering for access. She also
complained about Plaintiff’s timing of the discussion
and
manner in which the Plaintiff handled the news of the deceased’s
diagnosis and her discussion with the deceased on his
imminent
demise. She was the only one aggrieved by all this. Her resentment of
the Plaintiff very pronounced.
[392] The 2
nd
Defendant confirmed to have had on the other hand a relationship only
with B[...], notwithstanding B[...] being against the marriage
and
the threats she made. Her position was as a result safe. B[...] had
actually a day before the wedding, and on the day of the
wedding
confronted the deceased on his decision to marry the 2
nd
Defendant. She also expressed her dislike and strong views about the
2
nd
Defendant to the deceased, not long before the
execution of the 4
th
will. According to the Defendants’
narrative B[...] would be expected to have been the one excluded or
to be excluded together
with the Plaintiff, particularly from the 4
th
will. It is significant however that the 2
nd
Defendant
regarded B[...] as tolerable whilst she professed to have had a
better relationship with her right from the beginning,
and B[...] was
never excluded in any of the wills nor from attending the wedding.
[393]
This confirms the 2
nd
Defendant’s
preference of B[...] over the Plaintiff which happens also to be
reflected in the wills. As to the deceased, it
would not have
mattered so much to have led him to take such a drastic step of
altering his intention or wish and promise to leave
his estate to
both his daughters. It is therefore not plausible that the deceased
disinherited the Plaintiff for the reasons proffered
by the
Defendants. The evidence is certainly indicative of a displacement of
the deceased’s will.
This
echoes the circumstances in the
Spies
matter
where the court commented on what constituted undue influence,
holding that:
‘…
a
last will may in fact be declared invalid if the testator has been
moved by artifices of such a nature that they may be equated
…
to the exercise of coercion or fraud to make a bequest that he would
not otherwise have made and which therefore expresses
another
person’s will … In such a case one is not dealing
with the authentic wishes of the testator but with
a displacement of
volition …’.
[394] As it
is clear that the deceased had forsaken his will, apparently for that
of the 2
nd
Defendant, the question that arises is
therefore whether the deceased was influenced unduly through coercion
or fraud to forsake
his will for that of the 2
nd
Defendant
or he had done so willingly, in his full senses. In order to
establish the possibility of undue influence the court has
to take
into account the following as per the decision in Tegra’s
[394.1]
the mental state of the deceased at the time of the signing of the
will, being of crucial importance again, (that is his ability to
resist prompting) whether he was susceptible to influence.
[394.2]
the relationship between the testator and the person concerned whose
will is alleged to have displaced that of the deceased (If sec 4A
applicable, a beneficiary being in a position of influence)
[394.3]
and surrounding factors. (including displacement of volition)
[395]
Considering that there is evidence of the displacement of volition,
that of the deceased being substituted for that
of the 2
nd
Defendant,
the relationship that the deceased had with the 2
nd
Defendant,
the person whose wish had displaced his will, (the identified
influencer), and the mental state of the deceased at the
time of
executing (signing) the will becomes crucial so as to establish if he
had the ability to resist any prompting, and that
is if indeed
he was
unduly influenced to forsake his will, especially when the
substitution does not make sense (is not reasonable).
The relationship
between the deceased and 2
nd
Defendant whose wish/will is
indicated to have displaced that of the deceased
[396] With
the background of their relationship and interaction having been
already outlined, the Plaintiff and B[...]
explained that on the
reappearance of the 2
nd
Defendant as an ex-wife, having
been divorced from the deceased for 17 years, the atmosphere between
them and the deceased changed.
The deceased was more concerned about
not upsetting the 2
nd
Defendant, than his own feelings.
They described the atmosphere to have been “like walking on
eggshells.” It is also
significant that from the first day the
2
nd
Defendant interacted with the Plaintiff in particular,
already the deceased was put into a position of discomfort or
uneasiness
as the 2
nd
Defendant relentlessly began her
complains about the Plaintiff to him. , fueling an illusory narrative
of an existing animosity
between the deceased and the Plaintiff,
rather than the one between her and the Plaintiff that was prominent
right from the first
day.
[397] The 2
nd
Defendant, on that very first day of interaction with the Plaintiff
following her arrival at the deceased’s house, made several
complains about the Plaintiff to the deceased, mainly that she did
not recognize her and had refused to put her status as the wife
on
the forms that the Plaintiff completed for access to the estate. She
surprisingly was also offended and complained to the deceased
when
the Plaintiff enquired about her relationships status since she has
been divorced from the deceased, notwithstanding that
she personally
had described her relationship with the deceased during that period
to have been an open relationship that included
other intimate
partners. These complains according to the 2
nd
Defendant
proved the impropriety of Plaintiff’s behavior which supposedly
made the deceased angry and deepened the alleged
animosity between
him and the Plaintiff. In the meanwhile, the deceased was
uncomfortable to be in the presence of the 2
nd
Defendant
and the Plaintiff due to the intensified animosity between the two.
Such animosity eventually caused a detachment between
the deceased
and the Plaintiff.
(
2
nd
Defendant’s securing of a position of influence, take over
and isolation
)
[399]
Furthermore, on 2
nd
Defendant’s reappearance, the
Plaintiff was attending to the deceased’s needs, registered as
the deceased’s next
of kin for any hospital treatment and or
medical care that the deceased had to undergo. The Plaintiff at the
time would also either
transport and or accompany the deceased to the
hospitals for treatment or doctors’ appointment, attending to
any administration
relating thereto. It is something that the 2
nd
Defendant observed on the 1
st
and 2
nd
day of
her arrival at the deceased’s home. The
deceased
had summoned the Plaintiff to the house, gave her the keys to the
estate’s security gate and asked her to renew her
fingerprints
so as to gain full access to the property whilst he was sick. The 2
nd
Defendant also observed the
Plaintiff accounting to the
deceased on the transactions she had attended to on his bank accounts
including transfers, cheque deposit,
attending to invoices and
payment of medical bills. She ran errands, s
orted
out the gas certificate, filled out hospital forms and took care of
invoices for the next hospital appointment
with Dr Van
Niekerk on 8 September 2015.
The deceased gave the Plaintiff the transfer papers for the house as
well.
[400]
That was the prevailing
situation when the 2
nd
Defendant reappeared, the Plaintiff as usual,
attending to deceased’s needs and giving him any assistance he
required,
which
marked the reliance and
absolute trust the deceased had on the Plaintiff. There was therefore
no evidence of animosity that existed
between the deceased and the
Plaintiff as was generally professed by the Defendants. The Plaintiff
and B[...], especially the Plaintiff
had been actually taking care of
the deceased all their adult lives after every set back the deceased
had experienced. The Plaintiff
staying with the deceased every time
after he got divorced to assist him until he is at his feet again.
Even also between the period
2012 and 2015 when she relocated from
Mauritius.
[401] Highly
notable is in 1983 when the Plaintiff as a 20 year- old fetched the
deceased from Natal after he was found
thrown on the railway and had
suffered a broken skull. The Plaintiff brought the deceased back and
took him to hospital where his
skull was mended. During the period
2000 to 2005 when the 2
nd
Defendant was staying with the
deceased after the divorce, the 2
nd
Defendant used to call
on B[...] and or the Plaintiff to come and deal with any situation
that required the deceased to receive
medical attention or hospital
care. Even when the deceased had bouts of depression or incidents of
alcohol abuse. They mentioned
the couple of times B[...] had to
travel long distance with a small child to where they were staying to
assist the deceased to
get the medical attention.
[402] The
Plaintiff also mentioned an incident post 2002 when the deceased had
a rib injury hit by the 2
nd
Defendant with a truck whilst
he was trying to block her from removing his cattle from his farm.
THE 2
nd
Defendant refused to take him to hospital and left
him injured. The Plaintiff who was visiting from Mauritius had to
take the deceased
to hospital. There was also an incident when 2
nd
Defendant and deceased had a drinking spree that led to them injuring
each other and B[...] had to assist. The 2
nd
Defendant
prior her reappearance in September 2015 was never involved in caring
for, or assisting the deceased get hospital or
any medical attention
when he needed it, even during the times they stayed together, she
would still call on the Plaintiff or B[...]
to attend to that.
[403] The 2
nd
Defendant had not long ago on May 2015, 2 months before the deceased
was diagnosed with cancer shunned the deceased whom she was
aware was
sickly. The deceased travelled all the way from Pretoria to Pringle
Bay, nearly a whole day’s drive to visit her.
The deceased came
back heartbroken, furious and depressed as she was not there. Her
explanation was that she was in Pretoria, in
the same neighborhood
where her sickly so called husband’s home was, to attend her
sister’s graduation. She did not
see the necessity to inform
him or want to see him, even though she was aware of his failing
health. She alleged that she intended
to surprise him, but went back
without seeing him or enquiring on his health.
[404] The
important fact that is clear is that prior to the deceased being
diagnosed with terminal cancer the 2
nd
Defendant never had
any interest or got involved in taking care or assisting the deceased
get any medical attention or hospitalization
for any health issues,
or showed any care towards his sickness even when they were staying
together. It is therefore not surprising
but reasonable that the
Plaintiff, B[...], and the deceased were all suspicious of her
intentions when she reappeared on the news
of the deceased being
diagnosed with a terminal illness, more so when she now wanted to
solely take care of the deceased.
[405] In
addition, it is significant that when the 2
nd
Defendant
reappeared, she had requested to come visit because the deceased was
now diagnosed with an illness that was terminal
when she has never
been interested before. Once she arrived, she suddenly for the first
time ever, had an interest in taking care
of the terminally ill
deceased. She gained exclusive access to the deceased, by moving into
his bedroom. She wanted to be registered
for access to the estate as
the deceased’s wife, when she was not. She proceeded to
fill in hospital and medical forms
that were already attended to by
the Plaintiff. She proceeded to introduce herself at the hospital as
the deceased’s wife.
She then insisted on taking over the care
of the deceased, displacing the Plaintiff and B[...] from the role
they have played all
of the deceased’s life, especially the
Plaintiff. All that so as to gain exclusive control of the deceased’s
life and
care, being privy to and influence the decisions he had to
make.
[406] On the
day of the deceased’s appointment with Dr Van Niekerk on 8
September 2015, 5 days after the 2
nd
Defendant had moved
in with the deceased, the Plaintiff as usual came to the house to
assist the deceased with the preparations.
She was told not to bother
anymore because the 2
nd
Defendant was going to accompany
the deceased to the appointment, and going forward to take care of
everything. Literally the 2
nd
Defendant took over
Plaintiff’s role although the Plaintiff was still registered as
the deceased’s next of kin.
[407]
Surprisingly, when Dr Van Niekerk rescheduled the surgical procedure
for the next day, the deceased called and
informed the Plaintiff,
asking her to be at the hospital. This is an indication of lack of
resolve or decisiveness. The next day
the Plaintiff and B[...] found
the 2
nd
Defendant already at the hospital, she had swiftly
announced herself to the hospital staff as the wife to get
prioritized access
to the deceased. The deceased however sent her
back home when the surgery was again delayed to later that evening.
After surgery
the Plaintiff informed the 2
nd
Defendant of
Dr Van Niekerk’s prognosis regarding the extent of the malign
and the deceased’s not so good response
to surgery including
the deceased’s imminent demise in six months.
[408]
Plaintiff testified that the next morning after the surgery, they
found the 2
nd
Defendant already at the high care unit
where the deceased, who was not doing so well was still recovering
and visitors not allowed.
The 2
nd
Defendant was holding
the deceased’s hand. The deceased was weak and confused but
nevertheless made an announcement that
they were going to get
married, mind-bogglingly seeming to prioritize the marriage over his
devastating illness and treatment.
He had just come out of surgery
with a worst prognosis. The Plaintiff as a result cautioned the
deceased not to be too hasty to
make such a decision until he gets
better. That was 7 days after the 2
nd
Defendant had moved
in with the deceased primarily to take care of him, but instead
prioritizing getting married. She also mystically
was now very much
interested in marrying him. The Plaintiff commented following the
announcement that it was the deceased’s
sixth marriage. That is
the legendary comment that did not sit well with the 2
nd
Defendant and had allegedly infuriated the deceased so much so he
disinherited the Plaintiff.
[409] The
deceased remained in high care for 3 days and thereafter was
transferred to a surgical ward where he spent
another 5 days. During
that time, following the announcement on their marriage, the 2
nd
Defendant told B[...], in contradiction to Van Niekerk’s
prognosis that the deceased’s scans actually show only two
tiny
spots on the pancreas, and therefore the deceased was not serious,
and was going to recover. Subsequent to that the 2
nd
Defendant also told the Plaintiff and B[...] that she and the
deceased were going to relocate to Pringle Bay were the deceased
was
going to recover. This followed her displacing, a few days ago the
deceased’s dependence on his daughters, especially
the
Plaintiff. She then gave the deceased a false hope of recovery by
lying about the extent of his illness whilst planning to
totally
isolate him by removing him from the people who most care about his
life and wellbeing. The 2nd Defendant’s conduct
and motive for
distorting the prognosis and extent of malaise, should be seen in the
same vein as her down playing the severity
and seriousness of his
illness and prioritizing getting married.
[410] The 2
nd
Defendant had not only caused confusion to B[...] and the deceased
about the actual extent of the latter’s illness, but also
detached the deceased from dependence on the Plaintiff for assistance
and guidance on the information from the doctors. She then
was
enraged and criticized the Plaintiff for discussing Dr Van Niekerk’s
prognosis and matters concerning his burial with
the deceased, after
his discharge from hospital. It was however hypocritical of the 2
nd
Defendant to do so as she had alleged to have discussed these same
matters herself with the deceased as early as when he called
her to
inform her about his cancer diagnose on 28 August 2015. Her version
that was put to the Plaintiff was that when the deceased
called her,
it was to discuss three things, marrying her, his wish to be buried
with his mother and his refusal to go to a Hospice.
Her testimony was
however that, besides wanting to marry her and being buried with his
mother at the Zandfontein Graveyard he wanted
her to promise him that
he will never let him go to CANSA or Hospice, she will take care of
him up to the end at home and he did
not want other people to be
around him in his last minutes and she did all three. The fact that
the deceased did not want other
people around him in his last minutes
was not the version put to the Plaintiff.
[411] The
allegation is clearly untrue as at the time the deceased was neither
aware of the prognosis on the extent
of the malign and the imminence
of his demise, nor of the possibility of a double burial. The Hospice
was also not yet mooted to
his family as an option. The deceased
became aware of the double burial as an option when the Plaintiff
discussed the prognosis
with him. He only then indicated his wish to
be buried with his mother. He had initially instructed the Plaintiff
to look for a
burial site in Zandfontein which is when the Plaintiff
promised to look for quotations as she did not know how that worked.
[412] The 2
nd
Defendant tried to interfere during Plaintiff’s discussion with
the deceased, seemingly agitated and allegedly concerned
of the
timing of her discussion that it was too soon and insensitive to be
discussing his burial. She the accused the Plaintiff
of not wanting
the deceased to live. The deceased on the other hand continued to
engage the Plaintiff in the discussion. The 2
nd
Defendant’s allegation of animosity between the Plaintiff and
the deceased resultant from the discussion was also not true.
The 2
nd
Defendant was understandably unsettled by the discussion since she
had presented a false narrative of the deceased’s prognosis
and
promise of recovery. The Plaintiff thus by discussing the real
prognosis was unwittingly negating all that. The 2
nd
Defendant was consequently trying to protect her disingenuous claim
rather than raising a genuine concern. Otherwise her plan to
get
married and relocate to Pringle Bay for deceased’s professed
recovery would not have made sense to the deceased. Her
accusation
that the Plaintiff didn’t care about the deceased was intended
to influence the deceased to continue believing
in her deception.
[413] The
deceased actually ignored the 2
nd
Defendant’s
attempt to interfere in their discussion. It is not true that the
discussion caused such grave resentment to
have led to the
Plaintiff’s disinheritance as alleged by the 2
nd
Defendant. The evidence before court indicates it to have been a
usual occurrence for the deceased to discuss with the Plaintiff
and
get her to attend to issues that concern his welfare, implement some
of his decisions, which then made her privy to certain
information.
This just confirmed the Plaintiff’s character being a doer,
very decisive and consistent. Yet on the 2
nd
Defendant’s
side this was just another ploy to try and minimize the engagement
between the Plaintiff and the deceased, whilst
instigating the
purported animosity between them and propagating a lie about the
deceased’s illness.
[414] Notably
as well is the fact that the 2
nd
Defendant was not candid
to the court. As indicated the discussion 2
nd
Defendant
allegedly had with the deceased when she arrived at his house about
being buried with his mother and the Hospice could
not have happened
nor was the allegation that the deceased was infuriated by the
Plaintiff discussing the prognosis with him. The
deceased engaged the
Plaintiff and even told her that he wanted to transfer ownership of
the house into her name, which was heard
by the 2nd Defendant. That
is not a conversation he would be expected to hold with a person he
is angry with or against whom he
harbored a resentment that could
have led to disinheritance, but instead it shows absolute trust. The
2
nd
Defendant was definitely not a credible witness, her
evidence unreliable.
[415] The 2
nd
Defendant, to further fuel the narrative of animosity between the
Plaintiff and the deceased also alleged that Plaintiff stole
the
deceased’s personal items, a watch, bank card and ring from the
deceased’s chest drawer, where she put them for
safe keeping.
The deceased angrily phoned the Plaintiff and questioned her about
the disappearance of the items. When she went
to see them, the 2
nd
Defendant shouted at her and accused her of being responsible for
their disappearance. The Plaintiff, not the deceased as alleged
by
the 2
nd
Defendant, immediately cancelled the bank card and
ordered a new one, as she is known for her proactive mindset. She
tried to report
the matter but was advised against it and her
subsequent request to visit the deceased was obstructed. She was told
to come on
Sunday after church. On Sunday after church she was told
they cannot see her as they had visitors that 2
nd
Defendant wanted to get to know. She went in anyway.
[416] When
the bank notified the deceased that the new card was available he
requested the Plaintiff to collect it.
In my view again that conduct
does not show any mistrust or an existent animosity but trust. In
counter effect the 2
nd
Defendant took the deceased to the
bank to activate the new card and obtain a new pin number. The 2
nd
Defendant then became privy to the pin number and the deceased’s
accounts. In essence in doing all these, the 2
nd
Defendant
effectively bowdlerized the Plaintiff’s assistance and
deceased’s dependence on the industriousness of the
Plaintiff.
[417] B[...]
and Plaintiff testified about when the Plaintiff was struggling to
secure a private interaction with the
deceased and could not have
access to the deceased as much as she wanted. Anybody that wanted
access had to go via the 2
nd
Defendant. She will then
decide who and when they could have access to the deceased. She
always stayed in proximity. The deceased,
in turn, was more concerned
about not offending the 2
nd
Defendant for peace sake,
besides trying to cope with his illness and its challenges. He was
aware that 2
nd
Defendant resented the Plaintiff and was
unhappy about his relationship with the Plaintiff. He made sure that
B[...] and the Plaintiff
are well behaved around the 2
nd
Defendant, being very sensitive about their relationship. The 2
nd
Defendant continued to try and inhibit the Plaintiff’s access
to the deceased.
[418] From
the evidence I could not find the deceased to have been at
loggerheads with the Plaintiff but had toned down
their relationship
in his quest to avoid any conflict. In practical terms this
reinforced his isolation by the 2
nd
Defendant taking
absolute control of his life. A situation that does not speak of a
man that used to be strong, stubborn, hard
headed and firm but of a
man who in many instances was also sometimes fallible and assisted
back to his good self by his caring
daughters who afforded him a veil
of protection and unconditional care. Conversely, when the
relationship was impeded, it left
the deceased vulnerable and
fragile.
[419] The
evidence also show that the 2
nd
Defendant took total
control of the deceased’s care and life. He was effectively
isolated to the extent that he could not
do anything by himself or
with any other person without the 2
nd
Defendant being
there or on her approval. Even CANSA’s request and offer to be
involved to get access to the deceased, just
to guide the 2
nd
Defendant on how to look after and take care of the deceased was
unreasonably refused. The refusal minimized a possibility of
unsupervised access by any other person than the 2
nd
Defendant, therefore was calculated.
Necessity for a will
[420] It is
of significance that on 28 August 2015 when the deceased was
diagnosed with pancreatic cancer, he already
had the 1
st
will in place which he executed on 14 May 2014. To the deceased and
his daughters there couldn’t have been any need, let
alone
urgency for the deceased to execute another will whilst he was still
dealing with the overwhelming situation of the prognosis
of his
pancreatic cancer, the consequent complications and the choices he
was required to make with regard to available treatment.
Furthermore,
the 2
nd
Defendant played a very active and significant
role in the preparations and was present during the signing of the
contested wills.
On the 2
nd
will executed on 8 October
2015 and the 4
th
will executed on 25 February 2016 she was
involved even during the giving of instructions. The wills excluded
the Plaintiff.
Deceased’s
state of mind
, (his or her ability to
resist prompting and instigation)
[421] Prior
the diagnose the deceased has been factually sick since January 2015,
battling with depression, a weak immune
system, jaundice, and also
nursing a broken heart from May 2015. Post the diagnose on 28 August
2015, he endured a few medical
treatments and a surgical procedure,
inter alia, the
endoscopic
biliary stent
insertion in his liver by Dr Bond, but
mainly a palliative surgical bypass on 9 September 2015 performed by
Dr Van Niekerk, with
the devastating prognosis of so much of the
cancer having spread to the main artery. According to Van Niekerk not
much could be
done since it was not receptive to surgery. This is
regarded to be a severe type of cancer. His skin had turned yellow,
due to
obstructive jaundice.
[422] At the
age of 73 the deceased had become very frail and half a man he used
to be having lost more than half of
his weight. According to the
Plaintiff, the deceased had at the time of his consultation with
Bond, gone from 90 kg down to 40
kg. He was physically already waning
away, weak and given six months to live. A difficult and overwhelming
period for him, suffering
a multifaceted setback. The medical opinion
tendered by the experts unrebutted was that not only is an advanced
age pancreatic
cancer a severely painful illness but it also inhibits
the cognitive ability. The deceased was therefore mentally and
physically
extremely challenged enduring severe pain, frailty and an
impaired cognitive ability. He certainly could not have been his
usual
strong willed, resolute and (hard koper) stubborn self or so
strong to can be burdened with issues of a will and a marriage as an
urgent priority over his health. The purpose, urgency and
prioritization thereof over his illness not defensible hence the
Plaintiff
cautioned the deceased to give priority to his health. He
needed strength physically and mentally, together with support of
loved
ones to handle all that.
[423] The
significance of the seriousness of his prognosis was on the extent of
the malign (how far the cancer has spread)
and his age, as a result
of which Dr Van Niekerk also cautioned against an immediate referral
for Oncology, alluding to a reduced
quality of life which was going
to lead to a major depression, which the deceased was already
battling for several years. The 2
nd
Defendant, as a highly
educated person, instead of trying to understand the implication of
the prognosis and the advice to be able
to assist and take care of
the deceased, decided to contradict Dr Van Niekerk’s findings,
fabricating her own diagnosis of
only two tiny spots visible in the
pancreas. She used it to delude the deceased that recovery was indeed
possible with treatment,
further confusing him with an impossible
dream.
[424] The 2
nd
Defendant’s false portrayal of the deceased’s illness
affected the deceased’s ability to discern his situation,
live
the truth of it and make appropriate decisions in relation to the
remainder of his life. Understandably he would be more receptive
to
the false news of a possible recovery than to accept the true facts
of his imminent demise. He accordingly
expressed
his wishes
to get married
as
soon as he gets better,
which was sensible in relation
to the 2
nd
Defendant’s promise. According to B[...]
the priest at church confirmed that to be what the couple initially
agreed upon
when they consulted her about their marriage. She
thereafter
suddenly received a phone call from 2
nd
Defendant, telling her that they were so much in love they did not
want to wait anymore, asking for the first opportunity available,
which was that coming Sunday.
[425]
The suddenness also stunned B[...] who was informed two days before
the wedding.
She approached
the deceased and he told her it was what the Plaintiff wanted,
indicating to have given in. It is evident that the
deceased’s
vulnerability and compromised state of mind was being extremely
exploited by the 2
nd
Defendant. He was put under pressure. The 2
nd
Defendant continued to act indifferent and
downplay the deceased’s sickness and seriousness of Van
Niekerk’s prognosis
which in my view was cruel, illogical and
akin to a deception. The comments by B[...] at the wedding that the
2
nd
Defendant
was marrying a man on his death bed did not sit well with the 2
nd
Defendant as she had attempted to persuade B[...]
as well about the fabricated diagnosis and the possibility of
recovery.
[426]
Furthermore, the 2
nd
Defendant strategically accused the
Plaintiff of being cruel and not wishing the deceased to live, for
discussing with the deceased
the correct prognosis as reported by Van
Niekerk so as to influence the deceased to see the Plaintiff in a bad
light. Dr Colin
had emphasized that psychiatrically, it is important
for loved ones to assist the dying in their process of dying by
gently confronting
denial and acceptance. Further that denial of
illness also increases the psychological vulnerability of the dying
person due to
the inevitability of death. That if the person dying
basically denies his illness but progressively getting weaker, he
will not
do the work of dying but it is going to upset him more and
more when he is not getting better and increase his depression. The
2
nd
Defendant insensitively propagated the false hope,
promising the deceased relocation to Pringle Bay for the treatment by
an Oncologist
and the prophesized recovery. By so doing the 2
nd
Defendant denied the deceased to do the work of dying but to hold
onto the false hope, escalating the deceased’s depression
as
his situation worsened, indeed aggravating his psychological
vulnerability. It exacerbated his depression. This is after she
had
succeeded in isolating him by displacing any chances of a secluded
interaction between the deceased and the Plaintiff.
[427] As for
the deceased, subsequent to his discharge from hospital on 16
September 2015 after the surgery, he was
indeed in and out of
hospital during the remainder of September, struggling mainly with
the debilitating depression, understandably
so, given the confusion
and amount of pressure he was placed under. He was also struggling
with management of the unbearable pain
that was already inhibiting
his cognitive abilities, lack of sleep, nausea and constipation. He
was therefore unquestionably very
vulnerable. He during that period
also showed further indecisiveness, inter alia, by changing his mind
about Dr Van Niekerk’s
advise not to see an Oncologist as yet.
He went ahead and sought an appointment with Dr Slabbert, thereafter
Dr Inge Demeulenaere
with whom the chemo -radiotherapy Programme was
planned. The aged deceased obviously overwhelmed by pain, depression,
confusion
and seemingly oblivious to his debilitating condition,
brainwashed by the 2
nd
Defendant, to believe it was not
that bad, also asked for Viagra. This shows the extent of the effect
of the 2
nd
Defendant’s perfidy which is to be
considered as a serious factor in relation to deceased’s
susceptibility to her influence
and the impairment of his cognitive
ability.
[428] On 8
October 2015 the deceased started with the radical radiotherapy. The
scans showed a couple of dots spread
all over his torso as opposed to
the 2
nd
Defendant’s incorrect assurance that only
two spots were visible and were to be eradicated. The deceased was as
a result
overwhelmed and no longer keen to proceed with the
treatment, he had to be restrained. This further evidences lack of
clarity of
mind and indecisiveness. So not only did the 2
nd
Defendant cause confusion to the deceased about the extent of his
illness, but also about the nature of the treatment he was to
undergo
(procedure) and the effect thereof.
[429] The
deceased’s reaction to the therapy treatment displayed the
instability of thought and lack of resolve
which followed immediately
after the outburst he had after he was discharged from hospital on 16
September 2015 suffering from
depression, severe pain, constipation
and nausea. The deceased is said to have shouted at the Plaintiff
blaming her for the alleged
disappearance of his personal belongings
from his study since the 2
nd
Defendant suspected her. The
2
nd
Defendant later alleged to have found the items, after
the Plaintiff had obtained a new bank card and 2
nd
Defendant had managed to get the pin number for the deceased’s
new credit card. The deceased was even talking about giving
her the
house documents. The 2
nd
Defendant persisted to accuse the
Plaintiff then for the lost items re-appearance. She yelled, screamed
and swore at the Plaintiff
in front of W[...] and a friend who rather
then left, apparent that she was drunk, calling the Plaintiff names,
(inter alia, a
bitch).
The use of alcohol and
neglect of deceased
[430] It was
part of the evidence that when the 2
nd
Defendant was
yelling, screaming and over-reacting supposedly angered by the
reappearance of the items that were allegedly stolen,
she was falling
all over and with a slurry speech, apparently very drunk. This was
corroborated by W[...] whom I also found to
be a credible witness. He
did not exaggerate nor was he too elaborate in his evidence, unless
where he was personally involved.
W[...] was disgusted by the 2
nd
Defendant’s rude behavior towards the Plaintiff and her obvious
drunkenness that he hurriedly left. The 2
nd
Defendant in a
show of grave insensitivity to the deceased’s infirmity and
apparent vulnerability drank and kept alcohol
in the house. She did
not care that the deceased was previously an alcoholic and had just
been diagnosed with cancer. Her explanation
that she suffered from a
condition that makes her fall over does not explain her slurry speech
and behavior as described by W[...],
B[...] and Plaintiff. She was
obviously in a state of drunkenness. B[...] confirmed that the 2
nd
Defendant and deceased not only drank alcohol but also kept it
in the house. Both B[...] and Plaintiff referred to incidents of
deceased being found with or smelling of alcohol.
[431] It was
also a known fact that Dr Bond treated the deceased’s liver, an
organ which is associated with alcohol
abuse. It is a given that
alcohol could only exacerbate the deceased’s already dire
situation, it being a threat to his already
compromised cognitive
ability and illness, create dependency as well as susceptibility to
influence. As the dedicated so called
care giver and wife, aware that
the deceased’s liver was already compromised, she was liable to
make sure he has no access
to alcohol. She instead introduced him
back to alcohol, made it available to him whilst she also couldn’t
wait to marry him,
notwithstanding having alleged his abuse of
alcohol to have been the reason she divorced him and had stayed
divorced from him until
the cancer diagnosis. The 2
nd
Defendant’s actions therefore negated the notion of caring she
alleged to have informed her reappearance in deceased’s
life.
It rather proves to be devoid of any good intentions and calculative.
[432] B[...]
and Plaintiff also testified about the state of neglect in which they
found the deceased at the house,
which is expected as the 2
nd
Defendant could not have properly taken care of the deceased whilst
abusing alcohol, drinking herself into a stupor. The evidence
is that
the deceased was found not very clean and unkempt at the house after
his discharge from hospital following the surgery
by Dr Van Niekerk.
The 2
nd
Defendant seemed overwhelmed. It was also
Plaintiff’s evidence that when the deceased was admitted in
hospital on 25 September
2015 suffering from depression and
struggling with pain management, he was hygienically in a very bad
state, unkempt and showing
signs of neglect. This was also observed
when he went to Van Niekerk on 28 September 2015 to remove the
stitches. He was, according
to Plaintiff in a very bad state and
wearing an old dirty t-shirt. It therefore meant the 2
nd
Defendant was unable to take care of the deceased. She nonetheless
refused assistance. The intention for such refusal and insistence
on
taking the role of the sole caretaker, therefore had nothing to do
with the deceased’s care or wellbeing but to insulate
him. She
not only was failing to take care of him but exacerbating his
infirmities and becoming a danger to him, by making alcohol
available
to him.
[433] Taking
all that into consideration, that is, the fact that the 2
nd
Defendant worked against the deceased to admit the seriousness of his
illness and live the truth of his circumstances, created
confusion
around the deceased’s fate by lying about his prognosis and
about a potential recovery, exacerbating his depression
and
indecisiveness. She failed to take care of him and actually worsened
his frailties by availing alcohol to him. The deceased
was clearly
susceptible to 2
nd
Defendant’s influence which he
found to have been difficult to resist, having also been isolated. He
was as far as his relationship
with the 2
nd
Defendant was
concerned seriously compromised. He would not have been in the right
frame of mind to lucidly think about matters
relating to the
execution of a will and marriage contracts. The fact that he was also
put under pressure to hurriedly get married
evidently taking
advantage of his vulnerability, upon which he gave in, confirms his
susceptibility to the 2
nd
Defendant’s influence at
the time.
Pain and depression
[434] The
deceased was also in a constant state of depression and pain. He was
as a result in and out of hospital in
the latter part of September.
B[...] indicated the times when the deceased would ask for something
to relieve his pain, crying,
even when he was at the hospital as also
testified by the Plaintiff. He, as a result suffered also from lack
of sleep due to the
persistent and unmanageable severe pain,
exacerbated by the age advanced pancreatic cancer. He was said to
have been on the maximum
dosage for cancer medication that is
morphine, during his admission at the hospital on 25 September 2015.
He was also on antidepressants
prescription for Lexamil,
already
with a history of depression and at the time suffering from a severe
deep depression at the time. Plaintiff testified that
the deceased
was refusing to talk to her when she arrived at the hospital until
she started to talk to a man from T[...]. He was
also put on Alsona,
the sleeping tablets. Although during admission he was given morphine
to relieve the pain, he was only given
Stilpaine on discharge on 27
September 2015. He could not urinate or eat. This is evidence that
the deceased was on morphine at
some stage prior the execution of the
2
nd
will. Otherwise it would not have made sense that he suffered from
such a serious and severe type of cancer and he was not on any
of the
opioids.
Indecisiveness
[435] The
deceased was, due to the confusion caused by the 2
nd
Defendant regarding his prognosis and continued lack of appreciation
of the severity of his illness plus her trajectory of
non-prioritization
of his care, been put under tremendous pressure
and predisposed to indecisiveness and acquiescence. The major
indecisiveness was
actually exhibited on 8 October 2015 when he was
to undergo his first major radical radiation treatment.
He
was scheduled for seven of these medical treatments, whilst on
tablets with the Oncologist
. Apparently it was a
struggle to settle him down as he then did not want to proceed
anymore. He had wanted to proceed despite being
warned prior the
treatment that due to the extent of malign in the pancreas the
treatment was likely not to succeed and was going
to affect his
quality of life. Obviously believing in the possibility of his
recovery reinforced by the 2
nd
Defendant, he decided on
the treatment. His refusal to then settle down during the treatment
confirmed his lack of commitment to
the decision and confusion. The
scan indeed showed several marks on the pancreas when he was made to
believe that there were only
two tiny marks to be treated and
promised that after undergoing the chemo-radiotherapy to eradicate
them he was going to be on
the road to recovery. He realized that in
actual fact he was to undergo a major radical radiation treatment.
[436] Dr
Colin refers to such indecisiveness as ambivalence. According to
Colin the deceased’s conduct indeed
indicated confusion about
his situation which Colin regards as a state of delirium which shows
the lack of clarity. This in my
view is a hallmark of the pressure
that was exerted on the deceased and the extent of confusion he was
subjected to by the 2
nd
Defendant, when he was already
vulnerable due to his illness making him more susceptible to
influence.
[437] In the
meanwhile, the Plaintiff did not support the deceased’s going
against Dr Van Niekerk’s advise,
especially on the basis of a
perpetuated deception about the two tiny spots and recovery. The 2
nd
Defendant in that instance portrayed the Plaintiff to the deceased as
not having his best interest at heart and made him to believe
that
Plaintiff did not want him to live when the Plaintiff was the one who
was being honest. This was intended to portray the Plaintiff
in a bad
light to the deceased and perpetuate the untruth of an animosity that
supposedly existed between the deceased and the
Plaintiff, when the
real animosity was clearly between the 2
nd
Defendant and
the Plaintiff. The deceased was subjected to enormous pressure
and anxiety by the negativity that 2
nd
Defendant showed
against the Plaintiff with her constant disagreement, disapproval and
complain about what the Plaintiff did or
did not do. He was said to
have always been restless about any interaction between the two. He
was as a result in a continuous
state of anxiety and unhappiness,
yearning for peace and quiet.
[438] There
is additional evidence that the deceased was put under a constant
state of anxiousness about his relationship
with his daughters
especially the Plaintiff, so much so that he would actually
occasionally give in to pressure by the 2
nd
Defendant for
the sake of peace, even to his detriment. It happened, amongst
others, with the wedding and his items that were allegedly
stolen.
According to the priest even though the deceased had initially said
he was going to get married when he gets better, he
however had
forsaken his wish to wait, gave in and agreed to hurriedly get
married for the sake of peace. He told B[...] that is
what the 2
nd
Defendant wanted. Likewise he had forsaken his frequent and ways of
interaction with his daughters including their care for him,
for the
sake of peace with the 2
nd
Defendant.
The execution of the
2
nd
will.
[439]
Considering all these factors, the question that remains is now
whether the conspicuous of evidence of the deceased’s
vulnerability and predisposition to acquiesce to influence and
pressure is sufficient to rebut the presumption of his testamentary
capacity, there being proof on a balance of probability of a
diminished or lack of capacity to testate when he signed the wills.
As a result of not being in the right frame of mind (to understand
and appreciate the nature of the transaction and its impact)
and or
not exercising a free will when executing the wills in this instance
the 2
nd
will. The deceased having been subjected to
circumstances that put tremendous pressure on him to acquiesce to the
2
nd
Defendant’s wishes
(weakened the deceased’s capacity to resist) and there being a
displacement of his volition. T
he
2
nd
Defendant exploited this influence to persuade the deceased to agree
to her wish which
the
deceased would not have made had he acted of his own free will
.
[440] At the
time of the signing of the 2
nd
will on 8 October 2015, all
the factors discussed that were established from the evidence were at
play. The deceased was very frail,
battling with unmanageable severe
pain and depression for which he was on 25 September 2015
hospitalized upon which he was put
on the maximum dosage for cancer
medication, and also pain killers, that is, other forms of opioids.
He was also on antidepressants
prescription with a history of
suffering from depression for a long time now severe. Moreover, also
taking sleeping tablets for
inadequate sleep, tablets for nausea and
constipation which are all ailments resultant from the pancreas
cancer. In addition, as
per evidence he was drinking alcohol, lack of
care/neglect, experiencing bouts of delirium, indecisiveness. He was
also on course
with the Oncologist, for a radical radio therapy
treatment on the day of the execution of the 2
nd
will.
During the treatment he exhibited signs of confusion and
indecisiveness about his situation, which presented him as very
vulnerable and susceptible to influence. He was insulated from his
loved ones whilst he yearned for peace and quiet. Sadly, he
was also
on trajectory of believing that he was going to recover and confused
also about the prognosis on his illness. Put under
pressure to please
the 2
nd
Defendant. This was the condition of the deceased
on the relevant days leading to the making and
the signing of the 2
nd
will on 8 October 2015.
The Expert’s
perspective on the deceased’s state of mind
[441]
As it is accepted that medical records or testimony from doctors and
mental health professionals may also help
establish if the testator
exercised adequate or inadequate control over their faculties,
[31]
the perspective of the experts on the probable state of the
deceased’s mental functioning at the time of execution of the
2
nd
will
was accordingly considered. They had extensively
elaborated
on the impairment of the deceased’s cognitive abilities that
could have rendered him vulnerable at that time and
probably
susceptible to undue influence. Even though the experts’
testimony was intended to focus on the 3
rd
and
4
th
will,
as the particulars of claim initially, only referred to the two
wills, it however dealt with the probable condition of the
deceased
in general terms with slight reference to conditions or circumstances
relating to a particular will as none of the experts
consulted with
the deceased except Dr Bond, who treated him.
[442]
According to Dr Kruger with no rebuttal by the other experts, the
deceased was at the time highly cognitively
impaired due to the age
advanced pancreatic cancer that was severe and of which he was
struggling with pain management and depression
amongst other things.
It is therefore important to make out if any mental impairments
suffered were of such significance that it
can be concluded that he
lost the legal capacity to execute the will.
[443] Dr
Kruger gave a general view as a pharmacist of how the opiods
(morphine being one of them) are applied and the
nature and extent of
their effect on the cognitive ability, upon which he concluded that
they do expose an individual to influence.
Dr Colin on the other hand
gave his view as a Psychiatrist taking into consideration the
deceased’s domestic and health challenges
at the time, reliant
on the evidence led. Dr Bond as one of the physicians that treated
the deceased at the beginning when the
diagnose was made and during
the period leading to his demise when the 4
th
will was
executed, his perspective was crucial to establish the condition of
the deceased during that time. The relevant and important
comments by
the individual experts that are significant to the execution of the
2
nd
will are then reflected upon and those of Dr Shellock,
whose evidence was led on behalf of the Defendants which was on the
general
function of the opioids.
Dr Kruger
[444) Kruger’s
initial evidence was on the effect of the use of morphine as a
medication, that is, whether the use thereof
could have affected the
deceased’s cognitive processing of the will. What is key is his
pointing out that morphine as an
opioid, is a very strong painkiller
used for extreme type of pain like pancreatic cancer, usually after
surgery. It affects the
central nervous system, that means it affects
the whole cognitive process which is how it dulls the pain. It also
like any medication
have side effects which he identified one of them
to be drowsiness or decreasing the level of one’s alertness. It
therefore
affects one’s ability to think and to react clearly,
its side effect profile more enhanced obviously as it is at the top
of the ladder of these depressants. There is no disagreement in that
regard. He pointed out that a high dose causes too much constipation,
cardiovascular effects or amnesia affecting loss of memory or
agitation.
Referring to literature
he mentioned that it could also have a negative impact on anti-
retrograde and retrograde memory, so that
using the medication will
affect memory as well. He emphasized that these side effects can
happen even at a therapeutic level and
at the onset of that. It
therefore can happen at a very safe dose which is the recommended
dose. It therefore does not have to
be a maximum or an extremely high
dose for the named side effects to happen. In this case the deceased
did present with the stated
side effects expected at therapeutic
level and at the onset of cancer. He complained of constipation,
nausea, lack of sleep, depression
and confusion. He was also of a
small built considering that he was 40kg instead of the average 70kg
considered by the FDA guidelines.
In this instance Dr Kruger
view is correct as these were his complains when he landed in
hospital again on 25
th
September following his discharge
on 16 September 2015.
[445] Dr
Kruger also raised the matter of drug interactions indicating that
there is always interactions between the
medicine and the patient,
with other medication the patient is taking, as well as between the
food and the specific drug. These
interactions can lead to either the
medication having a stronger effect or a weaker effect. Weaker effect
if it be excreted quicker
through out of the body. On the deceased he
notes that there was an issue of a number of other medications he has
been using with
many that he used to self–medicate which are
not necessary self -medication but prescription medicine, in the
sense that
they were prescription medicine, for the 2
nd
Defendant but he was using them. According to Kruger the specific
drug that deceased used that would cause an interaction would
be (i),
Ultracet, (ii), Paracetamol, (iii), Temgesic, (iv), Stilpayne (v),
OxyContin and obviously the drug that he has been using
whilst at
hospital, that is morphine. What is important is Dr Kruger’s
assertion that all these medicines have a central
nervous system
depressant effect, which is an additive effect in one’s
cognitive ability to react, think, drive, talk and
make decisions, if
used simultaneously.
[446] What
would be relevant in the deceased’s case is to think and make
decisions. The deceased was prescribed
morphine to manage his pain
only on his hospital admission on 25 September and being discharged
on 27 September 2015, he was prescribed
the Stilpain. He hinted to
the Plaintiff’s testimony that for pain relief he also depended
on what the 2
nd
Defendant gave him for pain which was her
prescription medication. Hence the assessment of the possibility of
other opioids he
has been using having a particular reaction to his
mental capacity was very important. Kruger assessed the drugs or
other pain
killers the deceased was said to be using for pain and
depression, besides morphine, with or without a combination of
morphine.
[447] He in
addition highlighted the fact that the combination of the deceased’s
advanced age, his low body weight
and use of central nervous system
depressants over a period of time together with morphine would have
led to him being less able
to make a rational decision as would
anyone in that situation. Further that, on deceased’s case
there was the added fact
that pancreatic cancer on its own also
decreases one’s ability to think rationally and then decide on
major decisions that
one has to make. He therefore did not have to be
on the morphine for his ability to think rationally to be affected.
His advanced
age and his low body weight and use of other central
nervous system depressants over a period of time, would have been
additives
that also made him to be less able to make a rational
decision. He was in that space during the period when the 2
nd
will was concluded. From these conclusions we can then infer that the
deceased’s cognitive deterioration challenged his ability
to
make rational decision even at the time when the 2
nd
will
was signed.
[448] It is
of importance to take note that Dr Kruger also indicated the other
factor that needed some consideration
was the liver as an organ that
normally excretes medicine from the body. His view was that if one
suppresses liver function it
could mean that the medication levels
might be higher as the liver does not have the ability to excrete the
medication as quickly
as it should be. He noted that as per Pathology
report of Ampath on the deceased’s “liver function,”
it is indicated
that, notwithstanding whether the level of the
medication was higher or lower, the deceased’s liver function
was clearly
inhibited, such that his ability to excrete this
medication was inhibited. He further pointed out that, as the
deceased was using
alcohol for quite some time which also gets
metabolized by the liver and there was evidence that he was
introduced to alcohol again
after the onset of cancer, the more drugs
and alcohol there was to be excreted by the liver the more pressure
there was on his
liver and the less functional it was. I would
imagine that will be the case notwithstanding Dr Bond’s effort
of putting a
stent to enhance its function. Kruger opined that
i
t
therefore means the medicine, with its negative effect was not being
excreted. It can therefore be accepted that the normal function
of
the deceased’s liver was also compromised and the side effects
of the medicine more enhanced.
[449] On the
other will that was signed on 16 January 2016 he accepted that there
was no morphine used however he was
on other opiods as listed that
could have, similar as the morphine, influenced his cognitive
abilities, as well as the use of alcohol.
Kruger took note that
Professor Schallock also referred to the fact that in patients
with cancer, cognitive impairment is frequently associated with other
neuro psychological
complications. What he understood of this
is that on top of the opioids the deceased was using he was already
cognitively impaired
due to cancer, so the opioids that he was using
before morphine or morphine, impaired his normal cognitive ability
even more. He
noted that even Prof Schellock admits that an “Advanced
age pancreatic cancer itself inhibits the cognitive abilities, which
is a compounding effect and says that “Psycho motor testing
appears to be more pronounced.” Thus chronic administration
of
opioids modifies their function. He therefore on that basis
questioned Shellock’s statement that tolerance develops within
seven days, asking why does she then state that chronic
administration of opioids modifies their function. It is indeed a
contradictory
statement. In my view Prof Shallock failed to
convincingly deal with the tolerance issue. She did though concede on
other issues,
like the fact that pancreatic cancer due to the
severity of the pain on its own impairs rational thinking. Kruger
proclaimed to
stand by those points which for him was strong.
Dr Bond
[450]
According to Dr Bond the fact that the deceased had at some point
suffered a severe head injury was very significant
as he says that he
would have been already extensively affected cognitively, therefore
had started from a disadvantaged position
already with the terminal
illness.
[451] He
further took note that the deceased was on an anti-depressant
Lexamol, a well-known Prozac. He could not testify
about the severity
of the depression having not examined the patient at that stage, but
for the fact that for any terminally ill
patient, depression forms a
significant part, and also a part of the phases of dying. He however
recognized that there was evidence
that the patient indeed became
severely depressed at times, fitting in with this description. He
however took cognizance that depression
on its own will impair
cognitive functioning especially memory, concentration and focus to a
mild degree although the effect of
the anti-depressant is negligible
it does not impact on the cognitive functioning. The deceased was
admitted twice in September
2015 also suffering from severe
depression, with anti -depressants prescribed.
[452] He
corroborated the fact that the presence of a terminal cancer is an
important factor, the constitutional factor
of which is imminent
death, which is a process of slowly switching off of bodily functions
until when the heart stops and the brain
dies. He indicated that the
deceased did not experience the multiple organs failure but a slow
physical death, in terms of which
he suffered physical weight loss,
weakness, couldn’t walk any more. Plaintiff had testified that
the deceased presented himself
on 25 August 2015 at Bond rooms on a
wheelchair, seemingly very weak. According to Bond the brain also
undergoes a slow progressive
switching off in various degrees, and
this would be supported by the descriptions of periods of confusion
or periods of delirium
that the deceased experienced at times, even
though obviously not continuously. This bears testimony to the
seriousness of the
deceased mental and physical susceptibilities.
His brain had likely started the process of dying and confusion
signifying
lack of clear or rational thinking, in this instance to be
seen in line with the execution of the wills.
Dr Colin
[453] On the
other hand Dr Colin appointed to look at the issue of undue influence
had in relation to what is relevant
to the 2
nd
will also
dealt with the aspect of periods of confusion and indecisiveness that
the deceased evidently experienced, and what that
may signify to a
pancreatic cancer sufferer. Colin as a Psychiatrists corroborated
Bond that such periods signify a brain failure,
which sets in as a
pre -terminal phenomenon, that is a part of the switching off of the
organs before one dies and is called delirium.
It is part of dying.
On the deceased’s part it was not a constant phenomenon rather
on and off, certainly tagged that it
would have been a contributing
factor. According to Colin’s psychiatric view, the
periods of delirium increase mental
vulnerability
.
However, it
is evident that the deceased experienced such a phenomenon at therapy
on the date of signing of the 2
nd
will and also at the
times evidenced by B[...] and the Plaintiff.
[454] Colin
alluded to the evidence indicating that the deceased did also have
periods of clear functioning and thinking
as testified by Dr Bond. He
then addressed the issue of isolation and the other conduct of the
2
nd
Defendant, including her constant supply of alcohol to
the deceased, that it needs to be noted that the use of alcohol in a
patient
with terminal cancer of the pancreas affects the
gastrointestinal tract in other words the stomach, the bowels and the
pancreas
is an extremely dangerous thing, and had the potential of
making the patient just by virtue of using alcohol, certainly more
susceptible
to the influence of an outside party, and that part
incontrovertible. In other words, it is not just a statement of fact
about
alcohol and the physical condition but also a fact in relation
to the patient (that is the deceased), which is not an
interpretation.
The specific kind of cancer that he had, led to
obstruction of his stomach, which in turn could have given periods of
dehydration,
nausea and vomiting that was mentioned, nausea
specifically, not the vomiting nausea by Dr Bond leading to
malabsorption, in other
words that the nutritional substances were
not that readily absorbed, including protein which led to the slow
decline in the physical
wellbeing of the patient.
[455] Colin
further reflected on the fact that according to Dr Bond’s
indication, liver failure was certainly
not part of this. He found
him with bad liver functions in the beginning. The stent placed
allowed the fluids to pass in an unrestricted
way. However, according
to Colin, since alcohol was still used it certainly would reverse the
improvement gained from the insertion
of the stent. It explains the
periods of depression described by his family at various times where
he withdrew himself, did not
speak, which was described by Bond as
often accompanying the terminal phase of illness of any cancer
patient.
[456] What is
also relevant mentioned by Dr Colin and other experts is the issue of
the Opioids, the pain relieving
medicines, that works with brain
cells and the alcohol. Colin had deferred to the opinion of Dr Kruger
but looked at the issue
of the Opioids with the use of alcohol. He
mentioned that as a Psychiatrist he was aware that Morphine can in
terminally ill cancer
patients impair cognitive function mildly. He
overlooked the fact that the side effects were said to be more
enhanced. The
same would apply to Oxycodone which is a pain
narcotic and the use of alcohol. He opined that alcohol is a very
complicated topic
when it comes to cognitive functioning, accepting
that an inebriated person’s memory can be severely affected.
The person
can also suffer blackouts, which in laymen’s term is
referred to as periods of amnesic behavior. In the intervening
periods
there can be associated nutritional deficits and the direct
toxic effects of alcohol on the brain which he says is a very
complicated
topic. It is in the background and a factor that add to
others. Not in itself so significant but certainly highly significant
especially
in combination with with other opioids and probably
morphine.
[457] He in
the end had indicated that he would then come to a conclusion where
a person with a premorbid personality
that was strong, focused,
directed, highly successful being diagnosed with a terminal illness
with all the subsequent effects possibly
also all the attended
effects of being an alcoholic, with a stated wish to have his two
daughters become his heirs in the first
testament. He then is
subjected to a relationship lasting a total of 179 days with a
subsequent marriage that led to him being
isolated which resulted in
a vulnerable individual, the progressive changes in wishes
culminating in him disinheriting his daughter,
and up to that stage
at the time, given the caveat in his access to knowledge about this
and in the absence of a significant event
that could have explained
the deceased’ s disinheriting of the Plaintiff.
Dr Shellock
[458] Dr
Shellock reflected on the fact that when a person is going through
the process of dying as Dr Colin and Bond
alluded to, they become
depressed. She couldn’t find mention of an antidepressant and
indicated that she had hoped that the
deceased would have been on
antidepressants. The deceased was however mentioned to have been on
antidepressants as testified by
the Plaintiff. Several of them were
considered by Kruger and Bond. What was also mentioned was the
Lexamil. It seems Shellock had
overlooked that. She pointed out
however what was highly significant that it is equally important
whether or not a patient has
been receiving morphine, for the reason
that if he was not given morphine he would be in distress, because
the pancreatic cancer
is extremely painful confirming that pain on
its own may impair his cognitive abilities.
[459] This
mention by Dr Shellock is extremely important as it has been the
argument of the Defendant’s Counsel
that the 2
nd
will cannot be criticized on the basis that the deceased was on
morphine, as he was in fact not getting it at the time. Although
the
statement not entirely correct, the fact is that, even if the
deceased was not on morphine, the deceased would have had still
serious challenges, the experience of extreme pain of the pancreatic
cancer causing distress and as pointed out by Dr Kruger and
Shellock
due to the extreme pain, his cognitive abilities would have been
already impaired. In both situation his quality of life,
thinking and
decision making compromised. The issue of depression, confusion and
indecisiveness being a pre-terminal phenomenon
that also increases
mental vulnerability.
[460]
Shellock recognized that to be a fact as she further opined that ”a
patient like the deceased is given something
to address the pain so
as to have a quality life and go on with the business of living, pain
management being a constitutional
right of a patient, so that they
can have a quality of life. The other side of the argument was to
recognize that the deceased
was receiving an opioid derivative, which
share the same clinical properties as a morphine. She however
indicated that the use
of the derivatives over a period of time would
add to the tolerance of morphine as and when it is administered. When
they started
the deceased on morphine formally, he indeed had been
exposed to other opioid derivatives. The tolerance factor is
therefore only
relevant post 2
nd
will period. It would
have covered the period of the execution of the 3
rd
and
4
th
will in January and February 2016. She was however
also in agreement that pancreatic cancer on its own also decreases
one’s
ability to think rationally and decide on major decisions
that one has to make.
[461] After
having conceded to impairment being a given in certain instances she
concluded by saying she could not say
that the patient might have
been influenced or have had some degree of cognitive impairment. The
last part being a contradictory
conclusion to what she has conceded
to be a fact that suffering from an aged pancreatic cancer on its own
causes cognitive impairment
due to the severity of the pain. As
a final point she also emphasized that the deceased’s age,
adinocarcinoma, co-
morbidities, metabolism of morphine, potential of
tolerance, all play a role on the factors of undue influence, which
she left
for the court to decide. She failed to also consider
the role of alcohol. Her testimony and opinion lacked commitment to
certain obvious concessions she has made and her conclusion not
supported by the analysis she has made of the facts. Her evidence
arguing tolerance not persuasive in the deceased’s
circumstances.
[462] The
common thread in the testimony of the Plaintiffs experts is that due
to the severity of pain resultant from
pancreatic cancer on its own,
the deceased was already suffering a cognitive impairment, and a fact
that the brain also shuts down
slowly with symptoms showing of
confusion and depression even though it happened not so often. It was
pointed out that the extreme
pain decreases one’s ability to
think rationally and decide on major decisions that one has to make.
On deceased’s
scenario, his age
and being emaciated
therefore weak, exacerbated the situation. Furthermore, as pointed
out by Dr Kruger the experience of extreme
pain of the pancreatic
cancer causes distress when his cognitive abilities would have been
already impaired. Whilst depression
might on its own impair cognitive
functioning, especially memory, concentration and focus to a mild
degree, together they increase
mental vulnerability. In both
situations the quality of life, thinking and decision making is
compromised. All these had already
manifested on the deceased when
the execution of the wills subsequent to the 1
st
will took
place.
[463] Also
very relevant to the date of execution of the 2
nd
will and
what that may signify to a pancreatic cancer sufferer is the fact
that the deceased was indeed experiencing periods of
confusion and
indecisiveness which signify brain failure confirmed by Bond and
Colin as part of the switching off of the organs
in the process of
dying. Although it was indicated not to have been a constant
phenomenon it was evident leading to the signing
of the wills
executed subsequent to the 1
st
will. It was indicated that
it would have been a contributing factor, increasing the deceased’s
mental vulnerability
.
The deceased on the date of signing of
the wills experienced such a phenomenon including the times witnessed
by B[...] and the
Plaintiff of him being confused at times.
[464] It is
evident that the deceased was clearly vulnerable, as he did not have
full control of his faculties at the
time due to his medical
condition, frailty and advanced age. There was a cognitive decline
and resulting in a lack of lucid thinking
and resolve due to
confusion and depression making him susceptible to influence and or
coercion. It being unlikely that he would
have been able to resist
any influence.
[465]
Considering all these factors the question that arises is whether the
presumption of deceased’s testamentary
capacity rebutted, that
is if deceased proven to have not been in the right frame of mind
(cognitively impaired) when he executed
the wills subsequent to the
1
st
will,
as a result of his infirmity and cognitive impairment,
incapable of clear thinking and decision making, unable to
understand the nature of the transactions and appreciate the impact
thereof, and also having been proven not to have been his wish
or
intention to change his will to exclude the Plaintiff and
substitute her with the 2
nd
Defendant, ( susceptible to capitulate to undue
influence).
Finally,
if notwithstanding the deceased’s infirmities, the
evidence
on the deceased’s reasoning for the unexpected provisions in
the wills nevertheless establishes testamentary capacity.
If he is
proven to have been rational
at
the time the will was made.
[466]
The keypoint being at the time the will was made. In re the
Estate
of Erwin W Schlueter
[32]
the Supreme Court of Wyoming refers to the Matter of Estate of
Buchanan:
[33]
The testator
must appreciate nature and effect of the will he is executing and the
following said:
“
Mere
proof that the decedent suffered from old age, physical infirmity and
chronic, progressive senile dementia when the will was
executed is
not necessarily inconsistent with testamentary capacity and does not
alone preclude a finding thereof, as the appropriate
inquiry is
whether the decedent was lucid coherent and rational at the time the
will was made.
”
[467]
Furthermore, the expression of a testator’s last wishes must be
the result of the exercise of his or her
own volition. Any impairment
to the free expression of the testator’s wishes at the time the
will is made may result in a
will being declared invalid.
The 2
nd
will.
[468] On 8
October 2015 when all these factors were at play to the deceased, a
mental impairment, frailty, depression
due to the terminal illness
and its manifestation at an old age, pressure from his domestic
environment that made him vulnerable
and prone to influence and or
capitulation for the sake of peace, the 2
nd
Defendant and
the deceased went to the 1
st
Defendant offices. The
deceased was coming straight from the botched radio therapy
treatment, where he had to be restrained as
he was refusing to
proceed with the treatment, showing signs of indecisiveness and
delirium.
[469] It was
therefore apparent that the deceased lacked clarity in thinking, and
confidence in decision making and
commitment. The reason for the
urgency in signing a will when he already had one, whilst he was in
such a state of vulnerability,
and still traversing the issue of the
treatment is from the facts of this case mystifying. Furthermore, the
will in place already
reflected the deceased’s lifetime wish.
It was confirmed in evidence that the inclusion of W[...] was of no
consequence,
even without the 2
nd
will he was still going
to benefit. Consequently, there was no urgency as far as the
inclusion of W[...] was concerned. The only
act that remained
relevant in the execution of the new will was the inclusion of the
2
nd
Defendant as a new beneficiary and the disinheritance
of the Plaintiff.
[470] There
were no cogent reasons why then when he was about to die, and his
lifelong wish about to be realized, would
the deceased have urgently
wanted to repudiate or retract that wish, disinherit his daughter and
benefit his ex-wife instead, who
had no claim, natural or otherwise
for inheritance from him. The reasons alleged by the Defendants to
have been proffered by the
deceased were proven to be
unsustainable and contrived. Moreover, there is no evidence of the
deceased ever threatening to
disinherit the Plaintiff or
contemplating to do so, prior the execution of the 2
nd
will. The Plaintiff was also neither ever confronted by the deceased
about her disapproval of his marriage to the 2
nd
Defendant. There was consequently no conceivable reason for the
deceased to change his wish as reflected in the 1
st
will.
[471]
Inversely, the 2
nd
Defendant did harbor a wish for the
Plaintiff to be excluded from inheriting from the
deceased. She had threatened
to make sure that the Plaintiff, whose
resentment was indisputable was not going to inherit from the
deceased. She also in her
evidence did not deny that there was no
love lost between her and the Plaintiff. She had by such utterings
indicated that she was
capable of fulfilling that wish or influencing
such a decision. It is therefore apparent that in the absence of any
plausible reason
for the deceased’s exclusion of the Plaintiff,
such exclusion was the realization of the 2
nd
Defendant’s
wish. The deceased clearly had forsaken his wish as proclaimed in his
1
st
will, whilst the wish of the 2
nd
Defendant
was fulfilled. There is therefore proof that the will of the 2
nd
Defendant was displaced by that of the deceased.
[472] The 2
nd
Defendant and the deceased were together at the 1
st
Defendant’s office when the preparation and the signing of the
2
nd
will took place. The will was then executed in the
presence of the 2nd Defendant who is a beneficiary, and whose wish
for also
for the exclusion of the Plaintiff was then realized. In
explaining this compromising situation, the 2
nd
Defendant
alleged not to have been aware that the deceased also intended to
change his will. She said after the distressing experience
with the
radio therapy treatment, the deceased insisted that they go to see
the 1
st
Defendant to conclude and sign an Antenuptial
Contract (ANC), insisting that he wanted to marry her. She uncannily
alleges that
once at the 1
st
Defendant’s office, the
deceased unexpectedly gave the 1
st
Defendant instructions
to change his will, naming B[...], adding her and W[...] as
beneficiaries to inherit one third each.
[473] The
changing of the will was therefore sudden and hurried. She alleged
that the 1
st
Defendant asked the deceased about the
Plaintiff and he was adamant that is what he wanted. The 2
nd
Defendant alleged that the deceased was furious and had mentioned
three things to have been the reasons for the Plaintiffs
disinheritance.
The comment the plaintiff made when the deceased
announced that they were going to get married that “it was the
deceased’s
sixth marriage,” the incident when the
deceased’s personal items were alleged to have disappeared and
later found,
for which the Plaintiff was blamed and the fact that the
Plaintiff untimely discussed with the deceased plans for his funeral.
[474] The 2
nd
Defendant’s evidence on the signing of the 2
nd
will
varied to that of the 1
st
Defendant. The 1
st
Defendant in explaining what had happened on the day alleged that the
deceased instructed him to draft a new will, leave out the
Plaintiff
but include the 2
nd
Defendant and W[...]. He asked the
deceased about the Plaintiff. The deceased told him the Plaintiff was
excluded because she was
against his relationship with the 2
nd
Defendant and interfering in his life. There was no mention of the
other two incidents mentioned by the 2
nd
Defendant. This
also marked the unlikelihood of the Defendants’ evidence.
[475]
The will was prepared and signed at the 1
st
Defendant’s
office during the 2
nd
Defendant’s
presence who, short of being part of the discussion, was privy to the
going-ons and a beneficiary. The 1
st
Defendant’s
secretary was the only witness to the will. There was accordingly no
planning or pondering by the deceased that
went into the execution of
this will. These circumstances not only were they sudden and drastic
but highly pressured and unsatisfactory.
[476] The
document attached as the ANC that the deceased and the 2
nd
Defendant were supposedly to sign on that day is a notarial
confirmation that an ANC contract was already concluded. So no ANC
was to be signed on 8 October 2015, all having been hurried up, there
is no indication of when it actually was signed and attended
to by a
Notary. Although the signing of the alleged ANC also questionable,
the document nevertheless does not form part of the
contestation
between the parties.
[477] As the
changing and signing of the will was sudden and drastic with far
reaching implications and the 2
nd
Defendant, the named
beneficiary accompanying the deceased, who was suffering from a
terminal illness, frail, old, with the resultant
mental challenges,
known to have been an alcohol abuser and suffering from
depression, also being aware of the brief period
of their reunion,
the 1
st
Defendant’s responsibility was so much
marked to establish if the deceased’s testamentary capacity was
not compromised.
Further that the sudden and drastic act was
voluntary (not due to any influence) and the reason for the changes
sensible.
[478]
As it has already been alluded to in
Essop
that
the
decisive
moment
for establishing the competence of a testator is the time when the
will was made and not when instructions were given to
draft a will.
In
casu
,
it was more disconcerting and challenging that the drafting and the
signing of the 2
nd
will
happened suddenly and hurriedly on the same day. The deceased never
had a chance to think and reflect on the instruction he
is alleged to
have given and to later consider if the drafted will in accordance
with his intention. C
onsequently,
evidence on the steps taken by the 1
st
Defendant
to ascertain testamentary intent, that is if it was the resolve of
the deceased to proceed on the instruction he gave
and the
authenticity of that being the deceased’s decision was very
crucial. To establish that, the statements the deceased
made, his
instructions of his testamentary intention were crucial, therefore
admissible. In that case, credible
evidence
of the deceased’s reasoning for the unexpected provisions in
the will is central. The reasoning must be sensible
in order to found
the testator’s testamentary capacity.
[479]
Lamentably the evidence by the Defendants on the reasons allegedly
given by the deceased for the disinheritance
of the Plaintiff is
incongruent. According to the 1
st
Defendant the reasons
related to the Plaintiff interfering in deceased’s life and
trying to prevent his intended marriage
to the 2
nd
Defendant. The cogency and credibility of those reasons had already
been ruled out and proven to be implausible. The 2
nd
Defendant instead mentioned the deceased to have been aggrieved by
the comment the Plaintiff made that their remarriage was the
deceased’s sixth marriage, even though she conceded that the
deceased never spoke to the Plaintiff about that comment.
Furthermore,
she mentioned the allegations she made about the
disappearance of the deceased’s personal items, and their
subsequent discovery
about which she drunkenly got incensed. Finally,
the deceased never complained to the Plaintiff about the discussion
the Plaintiff
had with him regarding the funeral. These were in any
case the 2
nd
Defendant grievances.
[480] The 1
st
Defendant had pleaded to have been aware of the deceased’s
suffering from cancer but denied being aware of the extent of
his
illness and of the fact that he was on morphine or drinking alcohol.
His testimony was that the deceased was his old self and
was adamant
that the instruction was what the deceased wanted. The old self is
reference to the deceased as having been strong
willed and a no
nonsense taker, the deceased’s known personality prior the
diagnose, attested to by most of the witnesses.
[481] The
denial by the 1
st
Defendant to have any knowledge about
the extent of the deceased’s illness, use of morphine and
alcohol, was dishonest as
proven by the Plaintiff. She testified that
the 1
st
Defendant was aware of the severity of the
deceased’s illness and the likelihood of him being under
morphine, although not,
as well as the fact that he was an alcoholic.
The Plaintiff had mentioned in her testimony that the 1
st
Defendant was one of the first people she notified immediately after
Van Niekerk informed her of the prognosis on the malignancy
of the
disease, that it had
spread
to the main artery and that not much could be done,
the
challenges with further treatment, the comorbid depression and the
deceased’s imminent demise in 6 months.
[482] The 1
st
Defendant was therefore well aware of the severity or extent of the
deceased’s illness and the possible failure and reduction
of
quality of life if further treatment sought and the fact that he did
not have long to live. All this was not refuted during
the
Plaintiff’s testimony. There is also evidence that the 1
st
Defendant was also aware that the 1
st
Defendant was an
alcoholic with a history of depression. He once got the deceased
admitted at Kalafong hospital due to both. The
1
st
Defendant was very much aware of what was going on in deceased’s
life. He was kept updated by the Plaintiff. Likewise he
and CANSA’s
Sharon were likewise informed of the episode of the alleged
disappearance of deceased’s personal belongings
and their
subsequent discovery by the 2
nd
Defendant.
[483] In addition,
besides 1
st
Defendant being aware of the extent and
progress on the deceased’s illness , the fact that the deceased
and 2
nd
Defendant came to his office coming straight from
a radio therapy treatment prep that did not go well should have
served as a warning
to the 1
st
Defendant that the deceased
was not in the right frame of mind to execute a will. The added fact
is that the deceased and the 2
nd
Defendant were at 1
st
Defendant’s office for a different reason and the instruction
to change the will sudden and drastic. Moreover, the deceased
was
accompanied by the 2
nd
Defendant, his ex-wife, from whom
he was divorced for 17 years and had reunited 5 weeks ago who was
intended to be a beneficiary.
The situation therefore called for
extra attentiveness to his fiduciary duties as the deceased’s
attorney. The will was nevertheless
drawn and signed immediately with
far reaching consequences for the daughter that was disliked by the
2
nd
Defendant as the 1
st
Defendant failed to
exercise the required standard of duty of care towards his client and
make sure that the deceased’s best
interest is protected.
[484] The 1
st
Defendant was further negligent when he failed to make the necessary
enquiries in relation to the known facts so as to advise the
deceased
accordingly. He alternatively also failed, as a precaution, to
accordingly ascertain or recognize that due to those factual
circumstances the deceased could not have been in the right frame of
mind to perform such a significant act and that the reasons
proffered
were far-fetched thereby delay or advise the deceased to delay the
signing of the will..
[485]
Furthermore, seeing that the 2
nd
Defendant was very much
involved and present at the signing of the will, and the fact that
she was about to inherit an unwarrantable
proportion of the
deceased’s estate, although not a natural heir, to the
exclusion of the Plaintiff, his natural heir, his
own daughter, it
was critical for 1
st
Defendant to ascertain that the
deceased was doing that acting voluntarily in his full senses,
appreciating the impact thereof
and not subject to any undue
influence by the 2
nd
Defendant. being his own decision to
execute another will, and not influenced, coerced or put under
pressure, due to his cognitive
impairment, comorbid depression and
confusion, likely alcoholism, the 2
nd
Defendant’s
presence at the execution, their relationship, and susceptibility to
influence.
[486] The
failure by the 1
st
Defendant constituted the highest
degree of recklessness, given the grave consequences of his act. It
was contrary to the fiduciary
duty of care he owed to the deceased.
The deceased was supposed to have some time to reflect if
notwithstanding the prevailing
circumstances, it was really his
intention to disinherit his daughter and include the 2
nd
Defendant instead. It was the 1
st
Defendant’s
evidence anyway that when dealing with wills, his usual procedure was
to receive instructions a few days before
the signing of the will. On
the day of execution, he will then make sure that prior to signing,
the testator confirms if what has
been drafted is in accordance with
his instructions, and his wishes properly expressed.
[487] The 1
st
Defendant had also conceded that although the deceased was difficult,
he would generally follow his advice. Understandably so,
since they
have known each other for nearly forty years. Besides, on the day
there was also only one person available to witness
the execution,
the 1
st
Defendant’s secretary, so the signing could
have been delayed. The 1
st
Defendant’s negligent
handling of the matter under patently questionable circumstances
contrary to his usual practice is
clearly indefensible. He put the
Plaintiff, the deceased’s natural heir in a risk of suffering
damages in that she was disinherited.
[488]
Furthermore, the 1
st
Defendant’s allegation that the
deceased was his good self on the day is far-fetched. He was
suffering from a severe pancreatic
cancer, with a debilitating pain
that had cognitively impaired him to a degree, agreed by all the
medical experts that he is bound
to be cognitively impaired just by
suffering from the aged pancreatic cancer. The cancer had also
weakened him physically causing
him to go through a serious physical
transformation. At the time he had lost more than half of his usual
weight weighing 40kg.
He was therefore very frail and less than half
a man he used to be, slow and unsteady in his gait. His long term
depression exacerbated
by the chronic terminal disease’s
comorbid depression. He was lacking in resolve and delirious as
evidenced by the incident
at therapy that morning, and one time when
he was admitted in hospital and wouldn’t speak to the
Plaintiff, an effect also
resultant from his condition as confirmed
by the medical experts. It is therefore unlikely that he would have
been his good self.
On a balance of probability, he was not.
[489] By the
mere fact that there is no reasonable explanation alleged to have
been proffered by the deceased for forsaking
his wish to benefit both
his daughters by disinheriting the Plaintiff, and for the
substitution of the 2
nd
Defendant who had no spes as a
beneficiary in his will, and in the absence of any evidence that the
deceased had ever had any intention
or threatened to disinherit the
Plaintiff, confirms that the disinheritance of the Plaintiff and the
naming of the 2
nd
Defendant as a beneficiary in her stead
was never the intention or decision of the deceased but the influence
of another, the 2
nd
Defendant, who has played an active
role in the execution of that will and the 4
th
will that
also excludes the Plaintiff.
[490]
In the Scott matter
[34]
the
testator could explain the reasons for altering his will which was
due to interim developments that had taken place recently.
In
casu
,
the attempt at alleging that there was animosity between the
Plaintiff and the deceased is countered by the evidence of a
historically
loving interaction between the daughters and their
father bar the 2
nd
Defendant,
informed by a sincere compassion and care for each other that was
displayed along the years till the deceased’s
demise.
[491]
Contrariwise, there is evidence rather that 2
nd
Defendant
harbored such a wish and had threatened the Plaintiff that she will
see to it that it happens. She worked towards it
by fueling the non-
existent animosity between the deceased and the Plaintiff,
instigating incidents alleged to have been a source
of conflict
between the deceased and Plaintiff. She isolated the deceased,
minimized and made any interaction between the Plaintiff
and the
deceased difficult, causing anxiety to the deceased. She made the
deceased believe that the Plaintiff was preparing for
his demise
because the Plaintiff did not want him to live. She deluded the
deceased to believe that he was going to recover with
treatment,
contrary to the prognosis by Van Niekerk. She evidently took
advantage of the deceased’s vulnerability and susceptibility
to
acquiescent under pressure in her presence by making sure that he, in
his compromised cognitive faculties, urgently and immediately
executes the impugned will, notwithstanding the obvious
indecisiveness and confusion he displayed that day when he went in
for
the therapy treatment. The same thing having happened with the
announcement the deceased made that they were going to get married.
At the time the deceased had just come out of surgery and at high
care, confused and weak. The 2
nd
Defendant made sure that
she was already there early in the morning and was holding the
deceased’s hand when he made the
announcement.
[492] The deceased
was not in the right frame of mind to appreciate the nature and the
impact of the act he was involved
in, lacking clear thinking and
ability to make a decision, nor to resist any influence having also
been put under serious pressure,
by the presence and participation of
the 2
nd
Defendant, in the absence of a plausible reason
for revoking his previous will, whilst evident that the execution of
the 2
nd
will excluding the Plaintiff, clearly was the
fulfillment of the 2
nd
Defendant’s verbalized wish.
The deceased’s will to benefit his daughters was obviously
suppressed by the exclusion
of the Plaintiff and inclusion of the 2
nd
Defendant without a reasonable cause. Therefore, the deceased’s
wish displaced for that of 2
nd
Defendant, her undue
influence highly probable and apparent. Then will 2 is therefore
invalid.
[493] On the
question of the alternative scenario of the possibility of the 2
nd
Defendant having been included because they were going to get
married, that is mere speculation. If indeed that motivated the
deceased to include her in the will, it still does not explain or
justify the exclusion of the Plaintiff as a beneficiary. The 1
st
Defendant has also alleged that the deceased’s will had nothing
to do with the deceased marrying the 2
nd
Defendant. In
addition, if it is true that the deceased gave an explanation to the
1
st
Defendant for marrying the 2
nd
Defendant he
would not have acted out of character as already illustrated. His
explanation when he married her for the first time,
after 7 months
they met was that she was pregnant. Although no child was ever born
from the 2
nd
Defendant.
[494] Besides
the deceased’s vulnerability and susceptibility to influence
due to his illness, it is due to the
close involvement of the 2
nd
Defendant in his life, the isolated and unmonitored relationship she
had with him that she had private access and overall control
of his
life. She was also completely involved and present when the 1
st
Defendant was supposedly given instructions and during the signing of
the will whilst she stood to benefit, upon which the deceased’s
own natural heir against whom she harbored an obvious and unwavering
resentment, and whom the deceased had wished to be in his
will was
displaced and substituted with the 2
nd
Defendant. The 2
nd
Defendant influence to achieve her goal the only irrefutable
hypothesis.
[495] The 2
nd
Defendant constantly instigated for the deceased to antagonize or
quarrel with the Plaintiff for tenuous reasons. In turn the deceased
was constantly worried about his daughters upsetting the 1
st
Defendant, a situation his daughters described as “like walking
on egg shells.” The deceased as a result always anxious
and
uneasy when his daughters, particularly the Plaintiff was around.
[496] For her
own end, the 2
nd
Defendant had manipulated the deceased by
making him believe in the possibility of being cured. She deceptively
advised the deceased
contrary to the medical practitioner‘s
prognosis that he was going to get better. She rebuked the Plaintiff
for discussing
the true prognosis with the deceased alleging that she
was not sympathetic. She wanted to appear to the Defendant to be the
only
person around him who has not forsaken him. Otherwise she would
not be able to answer to the question why get married to a man on
his
deathbed in accordance with B[...]’s evidence. As a result, the
deceased could not appreciate his true health condition.
He was
therefore most of the time depressed and confused by his
circumstances, mostly in relation to his infirmity. This was
demonstrated
by his request for Viagra.
[497] The
deceased was frequently becoming indecisive which points to the
gradual worsening of his cognitive impairment
and vulnerability.
There is also evidence of him telling the Plaintiff in the presence
of the 2
nd
Defendant that the 2
nd
Defendant
will take him to hospital, and look after him going forward, she must
not bother. When he was left alone at the hospital,
he phoned the
Plaintiff and asked her to come. At some stage he wanted to transfer
the house into the Plaintiff’s name and
then soon thereafter in
the presence of the 2
nd
Defendant he executed a will that
excluded the Plaintiff from inheriting. The deceased’s
ambivalence demonstrates contrasting
behavior between when he is
under the pressure and presence of the 2
nd
Defendant and
when the 2
nd
Defendant is not there. It explains the 2
nd
Defendant’s always lacking in the background when the
deceased’s daughters visited him.
[498] The
experts had pointed out that a person with pancreas cancer
experiences severe pain. As a result, the pancreatic
cancer on its
own decreases one’s ability to think rationally and decide on
major decisions. Also that an advanced age pancreatic
cancer highly
inhibits these cognitive abilities. The deceased was in all
probability highly cognitively impaired, which extremely
compromised
his ability to think rationally, lucidly decide on major decisions
and resist pressure. The use of opioids even if
not morphine, would
also have affected his cognitive abilities. Lastly Kruger confirmed
that the use of alcohol also inhibits lucid
thinking which Colin
confirmed that together with morphine or any of the opioids the
effect would be enhanced. The deceased was
therefore in a state of
absolute vulnerability, in relation to cognitive impairment and
infirmity, besides his inappropriate isolation
and pressurized
circumstances that he was subjected to by the 2
nd
Defendant. A situation that also enhanced the deceased’s
depression and confusion, further compromising his mental faculties
and enabling the 2
nd
Defendant unrestrained manipulation.
Considering those circumstances and the fact that the conspicuous
evidence indicates that
there was no love lost between the Plaintiff
and the 2
nd
Defendant with the latter previously having
threatened to make sure that Plaintiff does not inherit anything, the
substitution
of the 2
nd
Defendant for the Plaintiff in the
deceased’s will whilst the Plaintiff holds a higher equitable
claim, was a fulfillment
of the 2
nd
Defendant’s wish
on a balance of probability as a result of 2
nd
Defendant’s
undue influence and therefore invalid.
The 3
rd
will.
[499] The
deceased’s 3
rd
will signed on 18 January 2016 was
belatedly contested. It was executed after the 2
nd
Defendant has been away for a period of two weeks from 5 January
until 16 January 2016. The deceased was also for a few days spared
any visits from the Plaintiff or B[...]. He therefore had time to
reflect without any pressure and anxiety triggered by the presence
of
the 2
nd
Defendant or unease created by the existent
tensions when both the 2
nd
Defendant and his daughters
were present. Except for such a pause, his other prevailing
circumstances remained. He was therefore
still enduring the same
dominant challenge of the impairment of his cognitive faculties,
pain, frailty and weakness due to his
terminal illness. The morphine
was not yet prescribed for him, therefore accepting that during that
time still no morphine was
used until after the 3
rd
will
was signed on 18 January 2016. It was however confirmed that the
effect of the opioids on his cognitive abilities was
the same
as the effect as morphine, although the degree may differ.
[500] The
deceased had likewise, again exhibited what is regarded as an
ambivalence or indecision when in the absence
of the 2
nd
Defendant he reversed the decision to disinherit the Plaintiff (the
2
nd
Defendant’s wish) which was in line with his
lifetime wish.by instructing the 1
st
Defendant to draft
another will, the 3
rd
will that included the Plaintiff as
a beneficiary. It is of significance that leading to the instruction
on the 3
rd
will, nothing had changed except that the
deceased was left to his own devices for a period of 12 days, with
the 2
nd
Defendant away. Visits also from the Plaintiff and
B[...] were minimal, however he had an opportunity to talk to the
Plaintiff
without the 2
nd
Defendant or B[...] being there.
[501] The
Plaintiff visited the deceased on 10 January 2016, 5 days after the
2
nd
Defendant was away, after she found out that he was
left on his own. The deceased was again left in neglect, extremely
malnourished
and dependent on Ensure biscuits. He told the Plaintiff
he was in so much pain. He got lost coming back from the airport and
because
of the severity of the pain
he
could not get out of the car. His condition bore credence to the fact
that his health was indeed deteriorating as anticipated
by Dr Van
Niekerk. Notwithstanding he still had to drive the motor vehicle back
from the airport and got lost. The Plaintiff advised
him to see Dr
Bond for management of the pain, which prompted the visit back to Dr
Bond.
[502]
The deceased was still in denial that there was something wrong with
him notwithstanding his state. He alleged
to the Plaintiff to have
picked up a condition. He apparently also abandoned the chemo
radiation therapy as the 2
nd
Defendant was now against it,
because he was totally healed and not sick anymore. He was at the
same time complaining about the
severity of the pain that had gotten
worse, a clear indication that he was not recovering but instead
getting worse. When
the Plaintiff questioned him about the 2
nd
Defendant’s obvious deception, he got very angry and accused
the Plaintiff of not wanting him to live or get better. The
2
nd
Defendant’s persistent trajectory to deliberately delude the
deceased, exacerbated his confusion about the seriousness of
his
illness and its fatality. It confirmed the strong hold, and influence
the 2
nd
Defendant exerted on the deceased. Further, it
indicates the extent of his vulnerability and susceptibility to 2
nd
Defendant’s influence, besides the impairment of his cognitive
faculties that was stark.
[503] The 1
st
Defendant testified that the deceased signed the 3
rd
will
on 18 January 2016 at his office which was witnessed again only by
his secretary. This is when he explained that he would have
first
received the instructions to prepare the will and the deceased then
subsequently on a later date would sign it. He also in
this instance
did not establish from the deceased the reason for changing the will
again, now to include the Plaintiff and only
exclude W[...]. Instead
he mentioned that he, had from time to time raised the issue of the
exclusion of the Plaintiff with the
deceased and was not sure if that
had anything to do with her inclusion in the 3
rd
will. He
explained that the handwritten notes on the 3
rd
will were
written by the 2
nd
Defendant during preparations for the
4
th
will, to indicate the changes that were to be effected
thereon. It is also significant that notwithstanding the recent
exchange
the deceased had with the Plaintiff accusing the Plaintiff
of not wanting him to live, he included her in the 3
rd
will.
[504]
Notwithstanding being aware of the deceased’s illness and the
extent of its effect to the deceased’s
mental and physical
wellbeing, the 1
st
Defendant again failed to ascertain
when the deceased signed the 3
rd
will if he was in the
right frame of mind and condition, the situation or setting
appropriate, and if it was on the deceased’s
own volition. The
will, besides reinstating the Plaintiff, included the 2
nd
Defendant again who had no spes and without any stated reason
mentioned for her inclusion whilst excluding W[...]. There is no
evidence of what exactly were the deceased’s instructions. As
usual only 1 witness was available during the execution to
witness
the signing of the will and the 2
nd
Defendant was again
present and named a beneficiary. Her continued presence not
explained. The 1
st
Defendant oblivious to the situation
again did not comply with the provisions of the Act and continued to
act without any diligence
or in the best interest of the deceased. He
did not ascertain from the deceased if the inclusion of the 2
nd
Defendant was voluntary given his deteriorating mental and physical
condition, their relationship (his apparent dependence on her)
the
effect of her presence at the execution, their known history of
alcoholism.
[505] The 2
nd
Defendant’s testimony responding to cross examination on the
3
rd
will was convoluted. She alleged that when she
returned from Cape Town, the deceased had put the Plaintiff back in
the will saying
maybe he should not meet anger with anger. The
deceased did not ask her but merely informed her that he was putting
the Plaintiff
back, but asked if he was doing the right thing, which
she supported. The deceased then put the Plaintiff back. If the
instruction
was according to the 1
st
Defendant received
long before the signing of the will, the deceased would have already
included the Plaintiff in the will prior
to the 2
nd
Defendant’s return. She had also said on her return, the
deceased had put back the Plaintiff. Her alleged approval or support
thereof inconsequential. Her wish for the Plaintiff to be
disinherited was never indicated to have changed. The only person
who’s
likely to have not been included when the instruction for
the 3
rd
will was issued and was to be put back so as to
not meet anger with anger is the 2
nd
Defendant. The 2
nd
Defendant was definitely a poor witness, her testimony same as the
1
st
Defendants’ lacked any credibility.
[506]
Considering that the medical practitioners concurred that in the
process of dying of a pancreatic cancer sufferer,
the brain
also
undergoes a slow progressive death, switching off in various degrees,
this would be supported by the descriptions of periods
of confusion
or ambivalence and of delirium that the deceased experienced at
times, happening occasionally as the situation progresses.
Those
occasions signaled that the deceased’s brain had started the
process of dying and confusion signified lack of clear
or rational
thinking. He was mentally impaired in any case due to his sickness.
It was obvious that the deceased could not separate
his heirs from
the 2
nd
Defendant,
hence even though he had included the Plaintiff, there was no
plausible reason alleged to have been given by the deceased
why he
took out W[...] and somehow still included the 2
nd
Defendant. The 1
st
Defendant did not care to ask but instead
speculated that it may have been because of his constant asking.
[507]
The 3rd will as well does not accord with the intention of the
deceased. There was never a stated intention indicated
by the
deceased to benefit the 2
nd
Defendant. The deceased’s lacked a
disposing mind and
memory required for testamentary capacity. He was also
opened
to possible influence to still include her in his 3
rd
will and forsake his wish to benefit W[...]. In
this instance the 2
nd
Defendant’s deception contributed to the
ambivalence in relation to his intended beneficiaries together with
his extreme vulnerability
and overall circumstances. cognitive
impairment coupled with the confusion created by the 2
nd
Defendant and pressure of her presence when the
will was signed,
[508] As a
result the 2
nd
Defendant might have been included in the
will supposedly to have been by the deceased’s own volition,
but the downside of
that is that the deceased was not in his full
mental capacity,
rather with impaired cognitive faculties, even to believe in the
story of his recovery
and under pressure
.
He was as a result, not in the right frame of mind,
to
make a rational decision as would anyone in that situation. He also
remained
vulnerable and prone to acquiescent to the 2
nd
Defendant’s wishes and pressure, therefore
less
able to make
any
valid legal decisions.
The element of ambivalence was
also evident leading to the signing of the 3
rd
will.
The 4
th
will
[509] It is
the 1
st
Defendant’s evidence that the signing of the
4
th
will on 25 February 2016 was also preceded by the
receipt of instructions from the deceased to draft the will prior the
date of
signing. The deceased came to his office highly agitated and
wanted the 3
rd
will changed with the Plaintiff excluded
again. The reason the deceased gave was that “the Plaintiff
went behind his back
to Dr Bond to get his results and came and told
him that “he was going to die, that he did not have long to
live and she
was going to come and greet him”, words to that
effect, again typical of the Plaintiff interfering in his life.”
The
deceased wanted her excluded.
[510] The
problem with that explanation is that, it is not what the 1
st
Defendant pleaded. In his reply to questions raised in his plea,
given a chance to address this issue again, he stated that he
does
not know
the
reason why the deceased executed a further will on 25 February 2016.
The response was never amended. The truthfulness of his
testimony is
therefore in doubt as it only came out after the Plaintiff’s
testimony and was not put to her directly. He certainly
lacked
sincerity. Regarding the alleged complaint, Dr Bond
phoned
the Plaintiff and gave her the results. She did not go to Bond. The
1
st
Defendant became aware of Bond’s prognosis soon
thereafter as he is one of the people that the Plaintiff informed
immediately
after receipt of the news, besides the deceased’s
relatives and CANSA. CANSA offered to assist to go and deliver
the
news to the deceased, which offer was refused The Plaintiff then
proceeded alone to deliver the news to the deceased, even though
they
said they will be in town.
[511]
Dr
Bond
had confirmed that t
he
cancer had spread so much, that he could not help the
deceased anymore except with
palliative
treatment to
relieve him of the pain until his demise
that was in a few days. Putting the stent was not going to assist and
his liver contaminated.
It
was the 2
nd
Defendant who reacted aggressively to the news. She shouted, banged
the doors and poked the Plaintiff. The Plaintiff was so shocked
by
2
nd
Defendant’s aggressive response. The prognosis negated the
possible recovery falsehood the 2
nd
Defendant had made the deceased believe in. Dr Bond was also
worried about the deceased’s denial of his situation,
hence the
discussion. For the 2
nd
Defendant as the recovery became more illusory, panic set in. She is
the one that responded with ferocious accusations wanting
to avoid
the discussion.
[512]
B[...],
had pointed out that the allegation by the 1
st
Defendant must have come from the 2
nd
Defendant, the one who was infuriated and had acted ferociously
towards the Plaintiff. In my view the explanation by the 1
st
Defendant is something that would indeed more likely have come from
the 2
nd
Defendant as pointed out by B[...].
It is unlikely that
the deceased would have complained about the Plaintiff getting the
results from Bond, informing him about the
prognosis and Bond’s
decision going forward in relation to treatment, which was crucial
information to him. He would have
been rather disappointed than
angry. Both the
Defendants
in my view were not candid to the court as with all their evidence.
It is obviously a story hatched for the trial as
the Defendant had no
story to tell according to his plea.
[513]
The instructions to again change the will, excluding the Plaintiff
was said to have been given on that day or
previous day , that is the
18
th
or 19
th
February 2016, said to have been 6
or 7 days before the will was signed. Alcohol was also purchased on
19 February whilst the deceased
is said to have randomly purchased a
new Mercedes Benz on the previous day. He further interestingly on
the same day out of the
blue and for the first time in their entire
lives questioned the paternity of his daughters. He mainly questioned
that of the Plaintiff
whose existence seem to have historically
gravely offended the 2
nd
Defendant. He surprisingly made a
comparison between his daughters and himself with a suggestion that
B[...] was more like him
and the Plaintiff totally different from
him, an obviously inaccurate comparison, and a clear distortion of
the truth taking into
consideration the whole evidence led, about the
Plaintiff.
[514]
The idea was deliberately suggested so that the deceased can question
Plaintiff’s entitlement to his estate
and reconcile with her
exclusion from his will. The Plaintiff disinheritance was going to
fulfill the 2
nd
Defendant’s wish and to be to her
benefit with the estate divided to only two heirs instead of three.
The suggestion about
B[...] being more like him intended to leave
room for her inclusion and the estate divided between two instead of
three heirs.
Either way the 2
nd
Defendant inheriting more.
[515]
All this happened when the deceased was at his lowest and very
vulnerable as his illness was failing him. Dr Bond, the one
person
who was trying to help him had also thrown in the towel. His
condition had worsened and deteriorated such that he was told
he was
left with a few days, obliterating the story of recovery, 7 days
before his demise. A confusing issue now also added to
his woes on
the identity of his real heirs. It was all falling apart for him. He
couldn’t have been in a lucid mental state
to be able to make a
decision on the changes on his will, let alone decide on his heirs.
It was for that reason there was no explanation
given to the 1
st
Defendant for changing the will who was also aware of the prognosis.
[516]
It is also around the same time that alcohol was purchased on the 19
February 2016 when the 1
st
Defendant was given
instructions to draft the 4
th
will. Therefore, the
likelihood that he was under the influence of alcohol on the same day
when the instructions to draw the will
were given to the 1
st
Defendant cannot be discarded as well, exacerbating his cognitive
impairment and proneness to influence.
[517] One
establishment whether, on the date the instruction was given to
change the will, the deceased’s thought
process at the time was
influenced by the simultaneous intake of opioids, the Defendants’
counsel put to Kruger as he has
to B[...] that the instructions were
given 5 or 6 days before the 25 February 2016. The whole process
being said to have started
on these two significant dates, on 18 or
19 February 2016. Kruger opined, in view of the physical drawing up
of the will and the
signature process having taken place in that last
week, that the thought process of what the deceased wanted in his
will and the
instruction to have been given whilst the deceased was
under the concurrent use of different opiods. He accepted that the
other
opioids were however stopped before the will was signed
on 25 February 2016
. As to the
deceased’s
mental
state, at signature, that is the ability to resist prompting and
instigation, he said it
depended on the other evidence
which he didn’t have.
[518]
The
4
th
will was signed on 25 February 2016.
The 1
st
Defendant confirmed during his testimony to have received the
instruction to draw the will long before the 25
th
February
2016 with the instruction that they (The 2
nd
Defendant and
the deceased) will come back for the signing thereof. Subsequent
thereto the 2
nd
Defendant showed him the notes she wrote
on the 3
rd
will, which were amendments to be effected on
the 4
th
will and had to do with the bestowing of some of
the deceased’s movables to her. He thereafter phoned the
deceased to ascertain
if indeed that is what he wanted and again
asked him with regard to the exclusion of the Plaintiff. The deceased
confirmed. So
it is apparent that the instructions on how the will
was to be amended was given in the absence of the deceased.
In
his Plea the Defendant had alleged that he was aware of
the
notes and that they were made by
t
he
2
nd
Defendant at the specific instance and request of the deceased. He
however was not aware when they were made.
[519]
Subsequent to the instructions the 2
nd
Defendant handed
her notes on the amendments to be effected on the 4
th
will
to the 1
st
Defendant that directed the inheritance by
herself of certain of the deceased’s belongings that she
personally wanted. They
were to be bestowed on her separate from the
estate that was to be divided equally between her and B[...], the
named beneficiaries.
The instruction relayed to the 1
st
Defendant in the absence of the deceased. The 1
st
Defendant alleged to have phoned the deceased afterwards to ascertain
if the instructions were in accordance with his wishes, including
the
exclusion of the Plaintiff.
[520] So,
according to the 1
st
Defendant the instructions to draw
the 4
th
will was received from the deceased and the 2
nd
Defendant, in the midst of or a day after the devastating news about
the deceased imminent demise, of which he was immediately
made aware,
with an instruction that they will come back for the signing thereof.
The deceased could not have been in the right
frame of mind to make
any lucid decisions, understand their nature and effect. He was also
confused such that he was not able to
appreciate who his heirs were,
doubting his own children if they were his. He also could not have
had the ability to resist any
prompting and instigation, seeing his
fragility and subjection to an overbearing relationship and abuse of
alcohol.
[521]
Furthermore, the 2
nd
Defendant and the deceased were
married out of community of property and the will was of the deceased
alone, not a joint will.
Only the deceased was supposed to make the
necessary decisions, give the instructions on his intended heirs and
how his estate
was to devolve on such heirs. However, the 2
nd
Defendant played an active and central role in the issuing of
instructions notwithstanding that she was a beneficiary in the will,
in circumstances were the prospect of influence apparent. She also
participated in, inter alia, the selection of beneficiaries,
and the
decision on how the property was to devolve on theml. There was
certainly a displacement of volition, whereupon the 2
nd
Defendant‘s wish that she previously asserted was substituted
for that of the deceased.
[522] On 25
February 2016 the 1
st
Defendant allegedly got a call from
the 2
nd
Defendant informing him that the deceased was too
ill to come to his office. She asked him to come to their house
for the
deceased to sign the will and to bring a witness with him. An
arrangement was made for the 2
nd
Defendant to come to 1
st
Defendant’s office, so that she could lead the 1
st
Defendant on the way to get to the deceased’s house. The 1
st
Defendant brought a Mr Hennop with him to sign as a witness, whom he
subsequently appointed to be his agent in the administration
of the
deceased’s estate. They found the other witness a Mr Putt, the
estate manager already there. According to the 1
st
Defendant the deceased was in a jovial mood and happy to see him.
[523] In the
meantime, the 2
nd
Defendant’s testimony was that
she, at the request of the deceased, phoned the 1
st
Defendant and asked him to come to the house. She also asked him to
bring two witnesses with him, which the 1
st
Defendant did.
This was after the 1
st
Defendant has testified, she
therefore contradicted the 1
st
Defendant. The 1
st
Defendant and Putt said the 1
st
Defendant and Hennop found
Putt already there. That is how torturous the Defendants’
testimony was. It seemed to be formulated
as the trial progressed. On
a balance of probabilities, the 1
st
Defendant came with
only one witness being the precedent he has set with the other two
previous wills that were signed by only
one witness. It is therefore
far-fetched that 1
st
Defendant would have brought 2
witnesses. In all likelihood the 2
nd
Defendant arranged
with Putt to be there. She however failed to mention Putt all
together in her testimony.
[524]
According to the 1
st
Defendant he showed the deceased the
will which was very short. He also showed the deceased on page 2 how
exactly the estate was
to devolve and again ascertained from him if
that was the way he wanted it. The deceased was satisfied and signed
the will in the
presence of Hennop and Putt. The 2
nd
Defendant was sitting behind the deceased. 1
st
Defendant
noted that the deceased was sick, scrawny, physically in a very bad
condition, but mentally he understood exactly what
the 1
st
Defendant was saying and what was going on. He was able to hold a
conversation and in his view there was nothing wrong with the
deceased’s mental capacity. He further could not detect any
sign of alcohol which he said he would be sensitive to something
like
that as a teetotaler.
[525] The 1
st
Defendant’s evidence cannot be relied upon anyway as he has
indicated the tendencies of just supporting the 2
nd
Defendant even where he had himself in the pleadings indicated not to
be aware of a fact or facts. He stated in his plea that he
did not
know why the Plaintiff was left out, he tried his best, however the
deceased was adamant that he did not want the Plaintiff
to be in his
last will. In confirmation of that he further said there was no
reason that he was aware of. Yet he surprisingly in
a roundabout,
during the trial testified that the deceased came to him very
agitated wanting the Plaintiff out as she was interfering
in his life
and came to greet him saying he was about to die. His version lacked
credibility. He however argued that the deceased
executed a valid
will, notwithstanding the circumstances under which it was executed.
[526]
Furthermore, the 2
nd
Defendant attended to the
arrangements for signing of the will by overseeing the presence of
the 1
st
Defendant and the witnesses at the deceased’s
home for that purpose, sitting behind the deceased during the
signing, observing
the signing thereof by the deceased. This is
further evidence of the pressure exerted by the 2
nd
Defendant through her presence and active management of the whole
process of execution. A process in which she has made sure that
her
wishes were fulfilled and certainly, which could not have been by the
deceased’s own volition. A day before the signing
the deceased
had spoken of his wish that the Plaintiff look after their mother
from whatever they get. He further discussed and
gave advise to
W[...] on what he could do with his inheritance of R4 Million.
Neither of the two were included in the will to be
signed. Instead
the 2
nd
Defendant not only stood to inherit but she was to
inherit even more than B[...]. The deceased spoke of having changed
the will
and going to change it again although he had already given
instructions to do so, and pointing out again that he was going to
change
it again, indicating a desire to change the instructions that
he has already issued. He even commented that as a result the 1
st
Defendant was going to get tired of him. His mind was definitely
unsettled and indecisive. He was committing acts of ambivalence,
lacking any resolve in any of them. He was also trying to cancel the
Mercedes Benz he bought nearly at the same time when he gave
instructions for the changing of the will, 6 days ago.
[527] The
aftermath or consequence of the signing of the 4
th
will
gave credence to the threat the 2
nd
Defendant had
previously made that she was going to make sure that the Plaintiff is
excluded from inheriting from the deceased.
The undeniable major and
active role she played in the execution of the deceased’s wills
proved striking whilst also indicative
of the gravity of her
influence and the pressure she exerted on him. This was so,
notwithstanding her attempt to downplay that
by alleging that the
deceased was known to be a person with a strong character and no one
could convince or tell him what to do.
In the contrary, he couldn’t
look after himself, but was at the mercy of the 2
nd
Defendant who managed and controlled 100% his self-care. She managed
the administering of his medication, decided on when and how
he took
it. She confirmed that leading to the signing of the will, she hid
the morphine and strictly monitored the deceased. She
also regulated
who he can see, when and for how long. The man was also suffering
from a pancreatic cancer, the tumor of which had
become severely
malignant. It took its toll on his mental and physical capacities
exacerbated by the intake of alcohol that has
seemingly ravaged his
liver as well. He was weak and therefore improbable that he
could still have been of the same strong
character who couldn’t
be convinced, especially as against her.
[528] What's
more, the allegation that the Plaintiff was excluded because the
Plaintiff went behind their back to get
the deceased’s results
from Bond and untimely and unkindly discussed them with the
deceased could not hold. It upset
the 2
nd
Defendant not
the deceased, as she also declared. Her attempt during her testimony
to link that discussion to the deceased’s
fall when he broke
his arm and injured his leg could also not hold. She retracted the
allegation when she was forced to admit under
cross examination that
the deceased’s fall did not happen that afternoon and had
nothing to do with that discussion. B[...]
and her husband got a call
late that night that the deceased fell, he slipped from the couch.
B[...] alleged that the deceased
smelt of alcohol and was lying in
filth. In any case the Plaintiff was always berated by the 2
nd
Defendant not by the deceased for conduct she deemed offending either
to the deceased or herself.
[529] It was
evident that leading to the execution of the 4
th
will the
2
nd
Defendant and the deceased were continuing to
seriously indulge in alcohol. The 2
nd
Defendant had
actually on 19th and 25
th
February 2016 purchased alcohol
from Spar. W[...] and a friend visited the deceased, on 20 February
2016 and found everything chaotic.
The deceased was lying in pain
looking for his morphine and the 2
nd
Defendant did not
know where it was
.
They tried to assist to look for it in
vain. W[...] and his friend were upset as the deceased was crying and
they could not help.
The 2
nd
Defendant could not hold her
balance, she could barely stand, she was falling all over. The
deceased was left in pain. He went
crying to his bed as they couldn’t
find the morphine. That was the effect of the 2
nd
Defendant administering the morphine. The man known to be strong in
character was reduced to tears in front of his grandchild as
he was
denied his medicine whilst the 2
nd
Defendant was
inebriated.
[530] As the
2
nd
Defendant was habitually drinking and had isolated the
deceased to such an extent that he became totally dependent on her,
the
deprivation of his medicine was on a balance of probability an
often occurrence. The 2
nd
Defendant had told B[...] that
the deceased was indeed drinking alcohol. He would wake up at night
and go to the cupboard to get
the alcohol which he sometimes mixed
with the morphine. She hid the morphine and other medicine to prevent
him from doing that.
However, the main point is that the 2
nd
Defendant had made the alcohol available in the house. The issue of
alcohol was therefore serious and irrefutably permeating the
lives of
the deceased and the 2
nd
Defendant again. Both being known
to have previously abused alcohol, their use of alcohol at the time
was regrettable.
[531] The 2
nd
Defendant therefore besides irresponsibly availing alcohol to the
deceased, she negligently also controlled his intake of morphine.
As
shown not only did she decide when to give it to the deceased or
deliberately withhold it notwithstanding him being in pain
but she
would also sometimes be inebriated that she could not even remember
where she put or hid it. The deceased would then suffer
in agony.
The administering thereof was inconsistent. She said she did not want
him to get used to the medicine. But Bond
had explained that he was
on morphine for palliative care, that is for the specific purpose of
helping him with the extent of pain
he was feeling so that he could
die in dignity. He usually did not prescribe morphine but was helping
the deceased. Shellock acknowledged
that the management of pain n
pancreatic cancer sufferers was indeed to afford them their
constitutional right to die in
dignity, which you would have
expected the 2
nd
Defendant to also want for the deceased,
respect and work towards the same goal.
[532] The 2
nd
Defendant instead admitted to have also withheld administering the
morphine for selfish reasons, prior the day of the deceased’s
signing of the will. She however struggled to explain when last the
deceased would exactly have had it, before and after the signing
of
the will. She was not definite even about the dosage given and how it
was administered, whether 4 or 5 millimeters. However,
what is
certain is that immediately after the deceased signed the will, she
made sure there was a large supply of alcohol. On the
other end, on
the last of the deceased’s few days, the deceased told B[...]
that he does not have the morphine anymore. There
is no reason why
the 2
nd
Defendant could not get the supply of morphine
immediately after it was finished. She instead prioritized the supply
of alcohol
with she made was available in abundance on 25 February
2016.
[533] All the
2
nd
Defendant’s actions were against the wellbeing
of the deceased. She certainly never had his welfare as a priority.
She did
not encourage a good relationship between the deceased and
his daughters and allow him an environment of peace and tranquility
with his family which he absolutely yearned for. She continued to
give him access to alcohol exacerbating his condition. She did
not
compromise her drinking for the sake of the deceased’s
wellbeing which is more harmful and yet controlled the morphine.
She
denied the deceased an opportunity to accept his condition and die in
dignity by misrepresenting the medical prognosis and
giving him a
false hope of recovery. The deceased as a result could not accept his
situation, prepare himself to die in peace.
The 2
nd
Defendant’s priority was for him to sign the will before his
demise as he did 3 days to the day. His lawyer could not understand
the reason for the insistence that he changes his will. After he
passed away the morphine bought by B[...] was found unused. He
therefore suffering to the end, ravaged by pain.
[534]
The deceased was actually using a number of central nervous system
depressants, painkillers, besides morphine,
up to the 19 February
2016. Kruger’s view was that
i
t
was probable that the simultaneous use of this medication diminished
the deceased’s cognitive ability to think rationally.
As the
use of morphine by patients who are concurrently receiving other
narcotics or drugs was clearly cautioned that it be used
in reduced
dosage. The outlook on deceased’s use of
medication for pain management by Dr Bond, of morphine, the
frequency, other opioids from the 2
nd
Defendant, the physical and psychological effect thereof covered
extensively by the medical evidence.
[535] In
respect of the morphine, it is evident that even though the deceased
was officially started on morphine on
9 February, there were lapses
in the administration thereof and as a result the theory with regard
to tolerance and non-tolerance
by Shellock could not have been
accurate in relation to the deceased. According to Bond morphine was
applied on 4
th
February 2016 but officially started per
prescription from 9 February 2016. During that time the deceased was
taking it with other
opioids until 19 February 2016 when the disease
became deadly and Bond stopped all forms of treatment, prescribing
only morphine
for palliative care. The person controlling the
administering of morphine when it was available was nonetheless not
doing it diligently.
She was overwhelmed by her own indulgence in
alcohol, sometimes forgetting where she hid it or withholding it if
she thinks the
deceased’s pain not serious enough to deserve
the morphine.
[536]
The
drug interaction, was very much
relevant in assessing the deceased’s state of clear-headedness
when the instructions on the
4
th
will was given and its signing took place.
Kruger’s conclusion on that was that the deceased had been
administered morphine
and was under its influence for about +- seven
days (18 or 19 February 2016) when he apparently was said to have
changed his will.
The possible date came out during cross examination
and put to B[...] by the Defendants’ counsel although the exact
date
not articulated by the 1
st
Defendant. Kruger reckoned if the deceased had
experienced some of the common side effects caused by morphine, it is
possible that
he may have experienced a compromised state of mind and
this further exaggerated by the concomitant use of alcohol bought and
consumed
from 19 February 2016 and further.
[537]
Furthermore, leading to the date of the signing of the will on 25
February, it is part of the evidence that on
the 22 February 2016,
B[...] went to see the deceased and found that he had an injury on
his right arm, apparently he fell and
needed stitches. The deceased
also had gashes on his knees as always when he sits up from the table
he would hit his knees against
the table. She also noticed that the
deceased’s legs were swollen. The deceased was taking some of
the tablets and some medicine
with alcohol, saying it helps a bit.
The 2
nd
Defendant also purchased more alcohol on 22
February 2016.
[538] On 23
February 2016, the Plaintiff visited the deceased. Whilst she was
there the deceased asked her to dilute
his drink of alcohol with
water, saying it was too strong. She denied the suggestion that it
was coke and indicated that it was
captured on a tape recording. The
deceased was therefore drinking frequently, nearly everyday leading
to the date of the signing
of the will.
[539] On the
inconsistent administration of morphine and lastly the constant
supply of alcohol by the 2
nd
Defendant, Colin had
emphasized that it needs to be noted that the use of alcohol in a
patient with terminal cancer of the pancreas,
affecting the
gastrointestinal tract in other words the stomach, the bowels and the
pancreas is an extremely dangerous thing, and
had the potential of
making the patient just by virtue of using alcohol, certainly
more susceptible to the influence of an
outside party, he emphasized
that part to be incontrovertible, it being not just a statement of
fact about alcohol and the physical
condition but also a fact
regarding the deceased, and not an interpretation.
[540] A day
before the signing of the will, that is on 24 February 2016, the
deceased was visited by B[...] when he
exhibited a little bit of some
confusion. He would speak about stuff and then stop not sure what he
was talking about. He also
was not smelling good. He smelt very badly
because for some time he did not have a bath. B[...] could not sit
close to him.
Most significant is the fact that he was also in
pain so he told B[...] not to touch him, rather he will touch her.
His feet were
swollen. The sad environment of pain, filth, alcohol
very depressing, whilst the 2
nd
Defendant refused help.
After he passed on B[...] had to wash his blankets a few times
because of the stench. It is also perturbing
and rather very much
unlikely that the 2
nd
Defendant could have slept with him
on the same couch as she alleged she did when he was nearing his
demise.
[541] All
this time the 2
nd
Defendant had told the deceased that he
was actually not sick. No matter the reality of the prognosis
becoming certain and imminent,
the deceased still believed of the two
spots on the pancreas and his recovery. The deceased then also on
that day confronted B[...]
about him not being sick. A fact which the
1
st
Defendant and Bond referred to, which also influenced
his irrational thinking.
[542] Colin
analyzed the state of confusion referred to by B[...] observed on 24
February 2016 as being delirium, which
is in lay terms a condition of
acute brain failure contrasting that with chronic brain failure which
he likened to something like
Dementia or Alzheimer’s. He
indicated that acute brain failure often happens within the context
of medical emergencies, drug
withdrawal, electrolyte imbalances. In
this instance drug withdrawal did take place and observed during the
time leading to the
signing of the will and when the will was
signed. It certainly would have resulted in the acute brain
failure. From his psychiatric
point of view, periods of delirium
would have increased the mental vulnerability of the deceased, as one
contributing factor. The
deceased was already very weak.
[543] In
addition to that, Kruger pointed out that the combination of the
deceased’s advanced age, his low body
weight and use of central
nervous system depressants over a period of time together with the
use of morphine and or other opioids
led him to be less able to make
a rational decision as would anyone else in that situation. The
pancreatic cancer pain on its own
also decreases one’s ability
to think rationally and then decide on major decisions that one has
to make. Due to that and
other factors that were at play, he was
already exceedingly vulnerable and patently susceptible to influence
and acquiescent, more
so as he was also put under pressure.
[544] Kruger
referred to a document that alluded to studies that investigated the
relationship between dosage regimes
of morphine and a person’s
state of mind which according to him warranted some consideration
where it clearly states that
a patient receiving a normal dosage of
morphine will experience some degree of retrograde as well as anti-
retrograde memory loss.
The deceased was supposedly to have used the
normal recommended dosage for a normal patient. With all these
factors the deceased’s
rationality and lucidity at the time the
will was made was clearly compromised.
[545] A point
of convergence of the experts’ views is what was confirmed by
Dr Shellock with regard to the withdrawal
of morphine, when asked if
the patient would be in distress and if his cognitive abilities may
also be impaired if he does not
receive the morphine whilst
experiencing pain. Shellock explained that morphine is first used for
pain on a patient with pancreatic
cancer, whilst cancer in itself
adds more pain pathways. As the cancer grows and the condition
progresses, all pain pathways are
activated. The morphine is first
used to act on these receptors for pain, and if it is pancreatic
cancer, there is even more visceral
somatic neuropathic. Her opinion
was therefore that the deceased actually did not even receive enough
morphine for the severity
of the pain that pancreatic cancer is known
to cause. She highlighted that an oncology pain is an antagonist
cognitive impairment.
The morphine first treats the pain, then the
side effect. It causes a respiratory depression, then central nervous
system side
effects, which may include sedation and cognitive
impairment. She indicated that even though the deceased received the
therapeutic
dose, in practice in palliative care as alluded to, she
suspects he may have been in pain. She confirmed that the deceased
was
in serious pain and she could not shy away from the fact that
there may have been cognitive impairment, which is what is important.
[546] The
expression of the deceased’s last wish must be the result of
the exercise of his own volition done in
his full senses. Any
instigation, through pressure and an environment or circumstances
that results in the impairment of the free
expression of the
deceased’s wishes at the time the will is made should result in
the invalidation of the will. The deceased
must have been in a
position to be able to appreciate the nature and effect of the will
he was executing, as established from all
the factual and medical
circumstances existent at the time of signing the will and to have
done so of his own free will.
[547]
In
Kirsten
supra
[35]
,
considering the questions to be asked of the testator’s
testamentary capacity, Vivier AJ referred to
Tregea
supra
[36]
,
at p, 49, where the following test for testamentary capacity was
adopted with reference to a statement by COCKBURN,
C.J.,
in
Banks
v Goodfellow
,
supra
at
p. 568 that:
“
The
question is not so much what was the degree of memory possessed by
the testator'? as this:
“
Had
he a disposing memory? Was he capable of recollecting the property he
was about to bequeath; the manner of distributing it;
and the objects
of his bounty? To sum up the whole in the mostsimple and intelligible
form, were his mind and memory sufficiently
sound to enable him to
know and to understand the business in which he was engaged at the
time he executed his will?'
[548]
The following case was also considered and found instructive by
Vivier AJ in
Kirsten
, that of
Harwood v Baker
,
[1840] EngR 1087
;
3 Moo.
P.C. 282
, in the matter the testator, whilst suffering from a disease
which affected his brain and impaired his mental ability the testator
made a will in favour of his wife to the exclusion of the other
members of his family. At p. 290 of the report ERSKINE, J.,
said
the following:
“
and,
therefore, the question which their Lordships propose to decide in
this case is not whether Mr. Baker knew when he was giving
all his
property to his wife, and excluding all his other relations from
any share in it, but whether he was at that time
capable of
recollecting who those relations were, of understanding their
respective claims upon his regard and bounty, and of deliberately
forming an intelligent purpose of excluding them from any share of
his property.'
[549]
The deceased’s mental faculties were compromised by his illness
(the pancreatic cancer and its co-morbidities),
the effect and the
treatment thereof, exacerbated particularly by the influence the
relationship and his interaction with the 2
nd
Defendant
had on him. The 2
nd
Defendant’s
whole elaborate interference and convoluted involvement in the
execution of the deceased’s will, continued
propagation of
animosity between the deceased and the Plaintiff, the deception on
the deceased’s prognosis, the availing
of alcohol to the
deceased, clearly rendered the deceased mentally, extremely
challenged. It was observed from the confusion and
indecisiveness he
exhibited before the signing of the will. He lacked any resolve with
regard to his potential heirs. He
was very vulnerable and at
the mercy of the 2
nd
Defendant’s
hold. As a result of his vulnerability, and the severe cognitive
impairment, he was not in a position to resist
the coxing or coercion
by the 2
nd
Defendant.
He therefore lacked the required testamentary capacity and an ability
to exercise and execute a will at his own volition
(free will).
[550] The
Defendants attempted to rebuff the fact that the deceased’s
cognitive abilities were compromised at
the time of signing the will,
by arguing that Bond had indicated that when the tests were done on
18 February 2016, he did not
suspect the deceased to have struggled
to understand what was going on but to have found him to have been on
his normal senses,
although emaciated and obviously of poor health.
Bond’s evidence only relevant in relation to when the
instructions were
allegedly given for the will which was mooted to
have been the day the tests were done on the deceased accompanied by
the 2
nd
Defendant. His opinion cannot assist the
Defendants as the will was only signed 7 days thereafter on 25
February 2016. He also
did not evaluate the deceased psychologically
and cannot take away the reality of the fact that on its own the aged
pancreatic
cancer and its co-morbidities do adversely affect the
proper functioning of the sufferer’s mental faculties. The
deceased’s
cancer had at that stage seriously advanced such
that Bond had decided on terminating any further invasive treatment.
The advance
was reported by the experts to also further affect the
brain. It therefore cannot be correct that he was of all faculties
the whole
time.
[551] It is
also highly improbable that he could still show any hard headedness,
be resolute as alleged by any of the
Defendant’s witnesses,
especially as against the 2
nd
Defendant, he was feebly.
[552] The
Defendants led the evidence of Ms Venter the sister from CANSA.
Venter went off course to her previous statement
made under oath. She
testified,
inter alia
, about the mental state of the deceased
on 22 February 2016 when she visited the deceased’s home. She
visited the deceased
only three times, and that visit was the last
one. According to her the deceased was confined to a chair, but as
hard headed and
very irritated. He was weak, but in his full senses
and aware of what was going on around him. Even though he was on low
dosage
of morphine, he refused it to be increased saying he wanted to
see what was happening around him. She found it strange that he said
his pain was fine and under control as a patient with that type of
cancer usually has a lot of pain. It is of course strange as
a day or
two ago, he was crying for morphine because his pain was unbearable.
She nevertheless, alleged that his mental state
was normal, there was
nothing wrong with him, everything was clean and tidy.
[553] It is ironic that
she would mention that his mental state was normal and his pain under
control when part of the undisputed
medical evidence was that a
sufferer of that type of cancer will experience severe pain and a
mental impairment especially where
the dose is inadequate and not
properly administered as in the case of the deceased. There was also
evidence that in fact he was
in severe pain most of the time that he
would cry for his morphine. It is therefore improbable that he would
still be hard headed
and his mental state normal. Moreover when his
situation was obviously deteriorating. She also confirmed that the
deceased no longer
had control over his body hence her suggestion
that he be on nappies. The same reason which prompted B[...] to buy a
bedpan that
was obviously needed but unused, and also prompted W[...]
and B[...]’s husband to offer to put him through the shower,
which
offer was declined, he was in a bad form .
[554]
The other witness was the signatory to the deceased’s 4
th
will, Mr Puth, the estate manager. There was evidence that the 2
nd
Defendant on her reappearance was introduced to him as the deceased’s
wife. According to Puth the deceased called and asked
him to come to
his house where he was introduced to the 1
st
, 2
nd
Defendant and another gentleman whilst he was supposed to have been
already known to the 2
nd
Defendant. According to the 2
nd
Defendant he arrived with the 1
st
Defendant. The mood was
jovial with deceased telling them stories about his long term
association with 1
st
Defendant, although he was not
feeling well and sitting on a recliner chair. The deceased told them
that he wanted to recall his
previous will and sign a new will which
the deceased asked him to sign.
[555]
The other witness called was a Mr Potgieter, who was alleged to be
the deceased’s longtime friend and business acquaintance.
Both
deceased’s daughters have never heard of him. He appeared in
the Hennop’s financial statements as a debtor who
owed the
deceased money which was then shown to have been recovered. He said
he owns a steel engineering company. He met the deceased
some 30 to
35 years ago during that time he was doing a lot of business for the
deceased at the farm which is how they met and
ended up becoming
friends. He alleged to have visited the deceased at his house on
Wednesday 24 February 2016, a day before the
signing of the will. He
got a call from the deceased who asked him to come and clean out his
garage when he is in the area. He
came and personally cleaned the
deceased’s garage despite being a business owner. The deceased
opened the door for him, offered
him tea and switched on the kettle.
There was no alcohol. He found the deceased jovial. The deceased
insisted on driving his vehicle
out of the garage himself. After he
has cleaned the garage, the deceased told him now he can sell the
house. He also vouched that
at the deceased’s wedding there was
no alcohol.
[556]
Notably however B[...] had also visited the deceased on that
day and found that the deceased was experiencing some
serious pain.
His feet were swollen and had experienced a bout of delirium or
confusion. She was worried if he would actually be
able to hold it
until the next day being deprived of morphine with that kind of pain.
The meeting for the signing of the will was
arranged to be at the
deceased’s house the next day due to him not feeling well and
wouldn’t be able to make it to
1
st
Defendant’s
office.
[557]
The evidence is that he was emaciated and very weak and would just
sit on the chair. He couldn’t ambulate
properly at the time its
alleged Pretorius had visited him. B[...] was there on the same day
and observed the deceased being confused
and exhibiting mental
vulnerability which could be attributable to acute brain failure
which according to Colin may emanate from
the withdrawal of morphine.
Pretorius was not seen by anybody and he also saw nobody. I
agree with Plaintiff’s counsel
that Potgieter’s evidence
was staged. It was unlikely that the deceased would have been jovial,
opening doors for him and
strong enough to drive his car out of the
garage with his challenges and swollen feet. The deceased had already
sold his house
so the comment that he said he can now sell his house
cannot be true. His allegation that he was at the wedding and there
was no
alcohol also false. Putin’s evidence also could not take
the matter any further. They were not acquaintances and would not
know if he was or not in the state of mind to understand and to
appreciate what he was asked to sign.
[558]
Not only is it clear from the factual and medical evidence that the
deceased was mentally challenged such that
even though he seemed to
understand the nature of his act, that he was making a will, and the
extent of his property, he however
lacked the comprehension and
appreciation of who his natural heirs were, that is the people with a
claim on his estate and on whom
he might consider bestowing his
assets. He therefore lacked the testamentary capacity to execute a
valid will.
[559]
It is also evident that due to his vulnerability the 2
nd
Defendant’s dominance and his susceptibility to
capitulate under pressure and instigation his wishes were replaced
with the wishes of the 2
nd
Defendant, such that the will
does not reflect his wishes but that of the 2
nd
Defendant
who was actively involved in the arrangement for the execution of the
wills, deciding on the beneficiaries and the manner
of devolvement of
the deceased’s estate, whereupon through deception and exertion
of pressure on the deceased she is one
of the beneficiaries under the
will to the exclusion of the deceased’s other natural heirs.
Also through her instigation
she also stands to benefit more than the
other beneficiary. The will therefore also stands to be declared
invalid due to the improper
and undue influence.
[560]
Furthermore, the 2
nd
Defendant is unworthy of benefitting
from the deceased’s estate due to her deception regarding the
true prognosis and severity
of the deceased’s illness and the
role she played in exacerbating the mental and physical frailties of
the deceased. Considering
her instigation of animosity between the
deceased and the Plaintiff plus the improper agitation of the
deceased to question the
suitability of his heirs and mainly the
Plaintiff to inherit, her influence in relation to securing her own
inheritance. The role
she played in the arrangement and alleged
preparation of the deceased for signing the will whilst he was
lacking in resolve. I
am convinced that her conduct not only was
improper but tantamount to coercion and should disqualify her from
inheriting.
[561]
The Plaintiff has under the circumstances also sought
the removal of the 1
st
Defendant as the executor of the
deceased’s estate, due to his reckless conduct during the
signing of the impugned wills
and the improper handling of the
administration of the deceased estate after his appointment. The
evidence is clear that the 1
st
Defendant failed to take
the proper steps to ascertain if the deceased was in his full mental
capacity or right frame of mind when
he executed the wills
notwithstanding the warning signs of him being diagnosed with
pancreatic cancer and being informed of the
extent thereof. He in
addition ignored the presence of the 2
nd
Defendant at all
times when instructions were given to him and or the signing of the
wills. Moreover, she being one of the named
beneficiaries but also
issuing instructions on how the estate is to devolve on the named
beneficiaries whereupon part of the estate
was to devolve on her
exclusively for her benefit.
[562]
It is also evident that the 1
st
Defendant was not only
aware of the illness of the deceased and the extent thereof but also
of the procedures that he underwent
and the outcomes, as he was
always kept abreast by the Plaintiff. His outright denial that he was
aware, put a serious dent on
his integrity. Even his denial of being
aware that the deceased was an alcoholic has been shown to be
insincere. He also did not
comply with the Act when the signing of
the wills took place. The wills, except for the 4
th
will
were all attested to by one witness, that is his secretary instead of
as per requirement in terms of the provisions of
s 2
of the
Wills Act
7 of 1953
.
[563]
The 1
st
Defendant’s
lackadaisical
behavior
extended
relentlessly to the manner in which he handled the administration of
the deceased’s estate. In
Bramwell
and Lazar, NNO v Laub
[37]
,
at
page 298 the court dealt with the situation where the executor
appointed someone else to:
“
generally
to administer, liquidate, distribute and manage the affairs of the
said estate and to do and perform all such acts and
sign all such
documents as may be necessary or expedient to that end.”
[564]
The status quo has also been settled by our courts that although an
executor can appoint an administrator to assist
him/her, such person
does not replace the executor
[2]
.
In the
Bramwell
supra
matter
the court further held:
“
An
executor, as I see the matter, may not appoint someone to act instead
of himself, so as to relieve himself of responsibility;
but he may
appoint someone, for whose acts he will be responsible, to act on his
behalf, and that is what, in my judgment, the
second plaintiff did in
the present case.”
[565] The 1
st
Defendant did not have a file of the estate as according to him the
administration was being handled by Hennop. It begs the question
as
to where he then placed the communications and the documentation sent
to him for his attendance. As the appointed executor he
needed to
open a file or keep a record of the matter so as to monitor and
record the progress in the matter, including the agent’s
reports. He cannot depend on the assiduousness of the agent to keep
record of the related information and copies. His situation
is the
same as that of an instructing attorney that appoints a correspondent
attorney. He owes it to the deceased estate and the
beneficiaries, to
pay diligent attention to the matter notwithstanding his appointment
of an agent to act on his behalf. As i
t
is trite that such an appointment does not absolve the executor of
his or her responsibility, making it essential to appoint an
agent
who has the necessary knowledge and skill to ensure that the
administration process is attended to correctly and he is kept
informed.
[566] He
testified that as an executor he would dictate to the agent the
contents of a letter that the agent will put
on his letterhead. He
would therefore certainly need a copy of his dictation and of the
letter that is eventually sent out or knowledge
of the action that is
eventually taken on his behalf and or in accordance with his
instruction. However, the 1
st
Defendant was oblivious to
that. He confirmed that not only did he not have a file he also
did not report the estate to the
Master. He did not look at the Final
Liquidation and Distribution account that was published nor remember
if any account or a number
of accounts have been opened. He also was
not aware that there were doctors account (creditors) that were not
paid. He was without
a doubt clueless as to what was happening in the
estates.
[567] On the
other hand, the Plaintiff surely as a natural heir of the deceased
has a vested interest in the administration
and proper handling of
the deceased’s estate. Her challenge of the 1
st
Defendant’s lackadaisical handling of this matter and ignorance
of what was happening was justified. The Plaintiff had to
approach
the court to interdict the continuance with the administration of the
estate and the publication of the Liquidation and
Distribution
Account after failure by the 1
st
Defendant to make sure
that his agent adheres to an undertaking he made not to proceed
pending the finalization of the action.
It also came out that the
administration of that part of the process was not even handled by
the 1
st
Defendant’s agent but outsourced to a third
party, a fact the 1
st
Defendant was also not aware of and
probably had not sanctioned.
[568] The 1
st
Defendant further alleged both himself and Hennop to have not been
aware that notwithstanding his undertaking to withhold the
publication of the L & D Account and the administration of the
estate, the L & D was nevertheless published. He blamed the
agent
who, on his hearsay evidence blamed the third party. The 1
st
Defendant did not bother to call Hennop to come and testify, even
though the latter was also involved in the signing of the 4
th
will. However, his appointment of an agent does not exonerate t
he
executor of his or her responsibility, he still carries the
responsibility to make sure that the administration process is
attended
to swiftly and correctly nd proper reporting done.
[569] The
Plaintiff has therefore made a case for a cost order in the urgent
application for the interdictory order
and for the removal of the 1
st
Defendant as an executor. However, the point on the removal of the
1
st
Defendant as an executor has become moot due to the
1
st
Defendant’s demise after the trial. A decision
thereon therefore inconsequential.
[570] On the question of
costs with regard to the action, the conduct of the 1
st
Defendant has also been found extremely wanting. He lacked diligence
and was quite reckless in the manner in which he performed
or
fulfilled his duties when overseeing the execution of the impugned
wills. Whilst the 2
nd
Defendant’s calculated
treatment of the deceased, her instigation of discourse between the
deceased and the Plaintiff plus
her personal involvement in the
making of the wills, exerting pressure on the deceased through his
isolation and her deception
to achieve her personal wishes in the
deceased’s will justifies the cost order sought against her by
the Plaintiff.
[571] Under
the circumstances, the following order is made
1.
The will purportedly executed by the deceased on 8
October 2015 is declared invalid.
2.
The will purportedly executed by the
deceased on 18 January 2016 is declared invalid.
3.
The will purportedly executed by the deceased on
25 February 2016 is declared invalid
4.
The will executed by the deceased on 14 May 2014 is declared to be
her last will and testament
5.
The copy of the will executed by the deceased on 14 May 2014 be
accepted by the 3
rd
Defendant in terms of
s 2
(3) of the
Wills Act 7 of 1953
as amended, to be the legally made regular last
will and testament of the deceased, which will is also included
signed and dated
in the protocol of the 1
st
Defendant (the
deceased Mr Morris Pokroy).
4.
The 1
st
and 2
nd
Defendants to bear the costs of the action on an
attorney and client costs, such costs to include the costs of the
employment of
Senior Counsel
5.
The 1
st
Defendant to pay the reserved costs of the urgent
Application to prevent the continuation with the administration of
the deceased’s
estate pending the finalization of this action.
N V KHUMALO (MS)
Judge of the High
Court
Gauteng Division,
Pretoria
For
the Plaintiff:
L S
DE KLERK SC
Instructed
by:
Franken
Attorneys
Ref:
Mr Frankem/IM/K049
Email:
sfrankim@frankim.co.za
For
the Defendants:
Adv
G JACOBS
Instructed
by:
Rynhart
Kruger Attorneys
Pretoria
Ref:
Rynhart Kruger
Email:
rynhart@mweb.com
[1]
Section
4
of the
Wills Act (Act
7 of 1953) (“the Act”)
[2]
see
Champine “A blueprint for testamentary capacity reform”
2005 available at http://ssrn.com/abstract= 696081 (accessed
29
January 2015) 1 at 3
[3]
Simon
v Byford Simon v Byford
[2013]
EWHC 1490
(Ch) para 19:
[4]
Kunz
v Swart and Others
1924
AD 618)
[5]
compiled
by Professor Irwin Perr, and published in an eminent journal in the
field of Forensic Psychiatry the American Academy
of Forensic
Sciences on the 17 October 1980.
## [6]`Wilkinson
and Another v Crawford N.O. and OthersCCT
130/19) [2021] ZACC 8; 2021 (6) BCLR 618 (CC); 2021 (4) SA 323 (CC)
(16 April 2021)
[6]
`
Wilkinson
and Another v Crawford N.O. and Others
CCT
130/19) [2021] ZACC 8; 2021 (6) BCLR 618 (CC); 2021 (4) SA 323 (CC)
(16 April 2021)
[7]
2006
(4) SA 205
(C)
(at para 18
[8]
(in
their capacities as co-trustees of the Jean Pierre De Villiers Trust
5208/2006) (846/11)
[2012] ZASCA 147
;
2013 (3) SA 236
(SCA) (28
September 2012)
[9]
a
historical perspective” in Reid et al (eds) “A
comparative overview” in Exploring the law of succession:
Studies national, historical and comparative (2007)
[10]
1988
(4) SA 213 (D)
[11]
1939
AD 16
[12]
in
Essop
v Mustapha and Essop NNO and Others supra
.
[13]
(1)
(3284 of 2007)
[2012] NAHC 23
(10 February 2012)
[14]
1998
(4) SA 639
(D) 644A−B
[15]
(2582/2012)
[2012] ZAFSHC 190
(11 October 2012)
at
par 14
[16]
1949
(4) SA 241
(T) at 280
[17]
Thirion
v Die Meester en Andere
2001
(4) SA 1078
(T)
[18]
[2023]
EWHC 1457
[19]
Section
4
A reads:
(1)
Any person who attests and signs a will as a witness, or who signs a
will in the presence and by direction of the testator,
or who writes
out the will or any part thereof in his own handwriting, and the
person who is the spouse of such person at the
time of the execution
of the will, shall be disqualified from receiving any benefit from
that will.
(2)
Notwithstanding the provisions of subsection (1) ―
(a)
a court may declare a person or his spouse referred to in subsection
(1) to be competent to receive a benefit from a will
if the court is
satisfied that that person or his spouse did not defraud or unduly
influence the testator in the execution of
the will;
[20]
[2011]
3 All SA 223
(SCA)
[21]
Kirsten
supra
;
Craig
v Lamoureu
1920
AC 349
(PC);
Finucane
v McDonald
1942
CPD 19
;
Spies
v Smith 1957
(1)
SA 539 (A)
[22]
[2024]
EWCA Civ 169
[23]
Spies
supra; Kirstel supra
[24]
Kirsten
& Others v Bailey
&
Others
1976
(40 SA 108
C
[25]
[2004]
4 All SA 545
(C)
[26]
1988
(4) SA 213 (D)
[27]
Scott
supra
para 8
[28]
[2010]
3 All SA 332 (WCC).
[29]
1999
(3) SA 109 (W).
[30]
1977
(3) SA 670 (AD).
[31]
Corbett
et
al,
The
Law of Succession in South Africa
2ed
(2001) 47, 133
and
Cameron
et
al
,
Honor ’s
South African Law of Trusts
5ed
(2002) 167.
[32]
(2000)
Supreme Court of Wyoming, No. 98-311, Decided: January 11, 2000
[33]
245
A.D.2d 642, 665 N.Y.S.2d 980, 983 (N.Y.App.Div.1997)
[34]
Scott
v Master of the High Court
2582/2012)
[2012] ZAFSHC 190
(11 October 2012)
[35]
Footnote
24
[36]
Footnote
11 par 357 p 218
[37]
1978
(1) S.A. 380
(WLD),
[1978]
1 All SA 295
(W)
,
sino noindex
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M.G.M and Another v N.B and Others (2023/079353) [2025] ZAGPPHC 903 (21 August 2025)
[2025] ZAGPPHC 903High Court of South Africa (Gauteng Division, Pretoria)99% similar
M.M and Another v Member of Executive Council For Health of Gauteng Provincial Government (29050/2021) [2024] ZAGPPHC 618; [2024] 4 All SA 184 (GP) (10 June 2024)
[2024] ZAGPPHC 618High Court of South Africa (Gauteng Division, Pretoria)99% similar
M.M.E and Others v Director General, Department of Home Affairs and Another (21970/2021) [2025] ZAGPPHC 202 (12 March 2025)
[2025] ZAGPPHC 202High Court of South Africa (Gauteng Division, Pretoria)99% similar
M.K and Another v S (A312/2022) [2024] ZAGPPHC 1143 (30 October 2024)
[2024] ZAGPPHC 1143High Court of South Africa (Gauteng Division, Pretoria)99% similar