Case Law[2023] ZAGPPHC 454South Africa
Marais N.O v Marais [2023] ZAGPPHC 454; A321/2021 (14 June 2023)
Headnotes
– Administration of Estates Act 66 of 1965, ss 72(1)(d) and 76(2).
Judgment
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# South Africa: North Gauteng High Court, Pretoria
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## Marais N.O v Marais [2023] ZAGPPHC 454; A321/2021 (14 June 2023)
Marais N.O v Marais [2023] ZAGPPHC 454; A321/2021 (14 June 2023)
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sino date 14 June 2023
FLYNOTES:
CIVIL PROCEDURE – Curator bonis – Appointment –
When considering an exception the court a quo
found that authority
given to institute legal proceedings on behalf of patient was
subject to Master’s approval –
Letter of authority
issued is sufficient in providing curator with approval to act in
accordance with duties – Master
is obligated to confer
powers as set out by court – Appeal upheld –
Administration of Estates Act 66 of 1965
,
ss 72(1)(d)
and
76
(2).
IN THE HIGH COURT OF SOUTH AFRICA
GAUTENG DIVISION, PRETORIA
CASE NO: A321/2021
(1)
REPORTABLE: NO
(2)
OF INTEREST TO OTHER JUDGES: NO
(3)
REVISED: YES
DATE:14/6/2023
SIGNATURE
In the matter between:
DANIEL
JACOBUS MARAIS N. O.
Appellant
and
LINDA
MARAIS
Respondent
In re:
WlLLEM
FRANCOIS MARAIS
The
Patient
## JUDGMENT
JUDGMENT
TOLMAY J (CONCURRING MALINDI J AND
BAM J)
1.
This appeal relates to an exception that
was heard in the court a quo. The court a quo had to determine two
issues, namely whether
the appellant has
locus
standi
to act on behalf of Mr Willem
Francois Marais (the patient) in these proceedings and whether,
before instituting these proceedings,
the approval of the Master was
required.
2.
The court a quo dismissed the first ground
of exception and upheld the second ground. The court a quo found that
in the absence
of an averment in the particulars of claim, that the
Master’s written approval has been obtained, the particulars of
claim
was excipiable. The court a quo upheld the exception and
proceeded to dismiss the appellant’s claim and made no order as
to costs.
3.
The background to this appeal is that the
patient and the respondent married each other on the 19
th
of March 2005 and one minor child was born of the marriage. The
patient suffered a stroke during August 2011 and was subsequently
diagnosed with dementia. On the 29
th
of June 2016, the appellant was appointed as
curator
bonis
of the patient. The court order
inter alia authorized him to institute legal proceedings, including
proceedings of a matrimonial
nature on behalf of the patient. The
court order furthermore states that the powers conferred on the
curator bonis
“shall be exercised subject to the approval of the Master”.
The amended particulars of claim indicate that the patient
has been
in a care centre in Pretoria since 2013, whilst the respondent
resides in Kwazulu-Natal.
4.
Before dealing with the appeal, two
condonation applications brought by the appellant should be
considered, both are opposed. In
the first application, condonation
is sought for the late filing of the Record of Appeal and the late
filing of the application
for an appeal date. This application was
filed on the 17
th
of December 2021. In the second condonation application, which was
launched on 22
nd
February 2022, condonation is sought for the late filing of the
appellant’s special power of attorney, and a declaratory
order
is sought to declare that the appeal was properly noted and
prosecuted, alternatively an order is sought reinstating the
appeal.
5.
Leave to appeal was granted on the 2
nd
of August 2021 and the Notice of Appeal was filed on the 3
1st
August 2021, within the prescribed
time limit. The application for an appeal date and record of appeal
was due on 25
th
November 2021. It was however filed on 17
th
December 2021, and was accordingly 15 days late.
6.
The appellant’s attorney of record
explains the reasons for the delay in her affidavit. The matter was
decided on papers and
no oral evidence was heard, she enquired from
the Judge in the court a quo’s registrar whether in those
circumstances a record
of appeal was required, as all the papers were
already uploaded on case lines. The registrar informed her by e-mail
that it was
not required under these circumstances. She also enquired
from Ms Dreyer and a registrar by the name of Thomas, whether
anything
further was required. Both informed her that in these
circumstances nothing else was required. On Friday, 26 November 2021,
she
however received an e-mail from Ms Bhana, another registrar in
the Appeal’s section, informing her that she,
inter
alia,
had to upload the appeal record
and an application for an appeal date. The attorney was incapacitated
due to illness from the 29
th
November 2021 until 3 December 2021. On Monday 7
th
December 2021, she personally attended the Appeal Section, where she
was informed that she should indeed have filed the record.
She, on
that very same day, instructed Digital Audio Recording Transcriptions
to attend to the record on an urgent basis. On the
17
th
of December 2021 the typed record was finalized.
7.
The second condonation application relates
to an oversight. The special power of attorney was not signed and
filed simultaneously
with the appeal record and application for an
appeal date. The applicant’s attorney of record did file a
notice of appointment
as attorney of record on 17
th
December 2021. The signed
rule 7
(2) special power of attorney was
subsequently served on the 22
nd
February 2022, one day after it came to the attention of the
attorney. The appeal was however not set down prior to the special
power of attorney being filed. A date for hearing of the appeal was
provided on the 13
th
of April 2022 and the appeal was set down for 22 February 2023.
8.
The respondent also persisted with her
allegation that no security for costs was provided, despite the fact
that proof of payment
of R 150 000.00 (one hundred and fifty thousand
rand) was provided and no objection was raised against the amount.
The answering
affidavit in the condonation application deteriorated
into a scathing personal attack on the appellant’s attorney. It
is
not necessary to deal with the content thereof in detail. No
substantive case for prejudice was made out by the respondent, as a
result of the delays and oversight in signing the power of attorney.
All that the opposition to the condonation applications
resulted in
was an unfortunate conflict between the legal practitioners which
should not be encouraged. This matter deals with
matrimonial disputes
and involves the rights of a minor child and mentally compromised
person and those rights should be the main
focus of the litigation.
9.
The
objections against the condonation applications are extremely
technical and to not grant the applications will not serve the
interests of justice. The court has a discretion whether or not to
grant condonation and in this instance, “principles of
justice
and fair play demand it”.
[1]
10.
The
discretion must be exercised judiciously, taking into account all
facts and keeping in mind fairness to both sides.
[2]
In this
instance the delays were not substantial and were of a purely
technical nature. The appellant has good prospects of success
in the
appeal and no substantial prejudice will be suffered by the
respondent if the condonation is granted. On the other hand,
the
patient will suffer considerable harm if condonation is not granted.
It must be noted that the respondent was also late in
filing her
answering affidavit to the condonation application and did not seek
condonation for that failure.
11.
In my view, the opposition to the
condonation applications was not only ill-conceived, but also points
to a lack of bona fides.
Under normal circumstances, the party
seeking condonation should pay the costs, but in this instance and in
light of all the facts,
I am of the view that the respondent should
pay the costs of the opposition to the condonation applications.
12.
This brings us to the real issue, namely
the exception. In light of the fact that the first ground of
exception is not appealed
against, nor is there a cross-appeal in
that regard, nothing further needs to be said about it. The court a
quo upheld the second
ground of exception, relating to the fact that
no averment has been made in the particulars of claim in respect of
obtaining the
Master of the High Court’s approval before the
institution of divorce proceedings.
13.
The court a quo proceeded to dismiss the
appellant’s entire claim, without providing the appellant an
opportunity to amend
the particulars of claim. The court a quo found,
after applying the principles applicable to interpretation, that the
authority
given to institute legal proceedings on behalf of the
patient was subject to the Master’s approval and sets a
condition that
the appellant must fulfil before instituting
proceedings. The court a quo further found that such approval should
have been obtained
at the outset and not after the proceedings have
been instituted. It was found that this would equally apply in any
litigation
that the appellant institutes on behalf of the plaintiff.
14.
The court a quo considered the
question of whether an opportunity to amend the particulars of claim
should be granted and concluded
that in this particular instance it
would be futile as the appellant would require the approval of the
Master or the Master should
rectify the appellant’s actions.
She then also stated that such rectification was apparently already
sought and refused.
15.
It
is required to determine first, whether the allegations that the
approval of the Master was obtained, constitutes an essential
averment to support a cause of action. The principles pertaining to
the exceptions are trite. “A court must accept all allegations
of fact made in the particulars of claim as true, may not have regard
to any other extraneous facts or documents and may uphold
the
exception to the pleadings only when the court was satisfied that the
cause of action or conclusion of law in the pleading
cannot be
supported on every interpretation that can be put on the facts”.
[3]
16.
It would seem that the court a quo
erroneously went beyond the particulars of claim and considered the
averment contained in the
respondent’s exception that such
approval was not obtained, as well as documents attached to the
respondent’s written
submissions. If that was not done, the
particulars of claim, standing alone, clearly set out a cause of
action and the exception
on this ground would have followed the same
fate as the first ground.
17.
The
question of whether the approval of the Master was required must be
considered by answering the question “whether such
averment
constitutes
facta
probanda
or
facta
probantia
.”
[4]
In my view,
the question of whether the Master’s approval was obtained, or
should have been obtained is clearly a matter for
evidence and might
have been raised as a special plea. It is however not a ground for
exception. It was argued by the appellant’s
legal
representatives and correctly so, that once the court a quo had
concluded that the appellant had locus standi, the question
of the
approval by the Master became moot.
18.
In
dismissing the appellant’s entire claim, the court a quo unduly
limited the patient’s right to further recourse,
because no
opportunity was given to amend the particulars of claim.
[5]
Although I
am of the view that the exception to the second ground should not
have been upheld, at the very least the appellant should
have been
given an opportunity to amend his particulars of claim.
[6]
The court a
quo in my view erred when it found that the appellant could not
exercise his duties as set out in the court order without
proper
approval by the Master. It must be kept in mind that the appellant
was issued with letters of Authority/Curatorship. I agree
with the
argument raised on behalf of the appellant that the Master is a
creature of statute and the duties and powers of the Master
is
accordingly regulated by statute.
19.
The Master, by issuing a letter of
Authority/Curatorship, authorized the appointment of the
curator
bonis
, with the powers set out in the
court order. By issuing the aforesaid, the appellant was authorized
to act on behalf and in the
interest of the patient as set out in the
court order. In my view there is an argument to be made that the
approval was indeed
obtained when the letter of Authority/Curatorship
was issued. It is furthermore unimaginable, in the light of
legislation to which
I refer to below, that the Master’s
approval, is required for a
curator
bonis
to be able to execute his court
empowered duties.
20.
In this regard the following should be
considered in terms of the
Administration of Estates Act 66 of 1965
.
20.1.Section 1,
provides that: “
curator’
means any person who is authorized to act under letters of
curatorship granted or signed and sealed by a Master,
or under an
endorsement made under
section 72
”
.
20.2.Section 72 (1)
(d) provides that: “
The Master
shall … on the written application of any person – who
has been appointed by the Court or Judge to administer
the property
of any minor or other person as tutor or curator and to take care of
his person, as the case may be, to perform any
act of such property
or to take care thereof or to administer it, grant letters of
tutorship or curatorship, as the case may be,
to such a person
”
.
20.3
Section 76
(2) provides that:
“
The Master shall, by any such letters granted by him –
(a) in any case referred to in paragraph (d) of subsection (1) of
section 72
, confer upon the tutor or curator such powers as will give
effect to the terms of the appointment by the Court or the Judge
”
20.4
Section 101
(2) provides
that: “
A certificate under the hand of the Master that any
person named in the certificate has under any such letters signed and
sealed
by him been authorized – in the case of a tutor or
curator, to perform any act in respect of or to take care of or
administer
the property in the Republic of the minor or other person
so named, or carry on any business or undertaking in the republic of
such minor or person, as the case may be, shall be admissible in
evidence as prima facie proof that such first-mentioned person
has
been authorized
”
21.
In
light of these provisions, it is evident that the letter of
Authority/Curatorship, so issued, is sufficient in providing a
curator
with the necessary “approval” to act in
accordance with his duties, in terms of the court order providing for
same.
In
Ex
parte Gunga
[7]
it was found
that when a court has appointed a
curator
bonis
in terms of
section 72
(1), the Master is obligated, when granting
letters of curatorship, to confer the powers as set out by the court.
This leaves no
room for the Master to, of his own accord to refuse or
deviate from the court order, unless the court changes or amends the
order.
22.
The aforesaid does not only illustrate the
limits within which the Master must execute his powers, but also the
status of the averment,
that his consent was indeed obtained. The
Master’s function is one of oversight and is administrative in
nature and can never
supersede a court order. As a result, I am of
the view that the appeal should be upheld.
The following order is made:
1.
The condonation applications are granted.
2.
It is declared that the appeal was properly
prosecuted.
3.
The appeal is upheld and the order of the
court a quo is set aside and substituted with the following:
3.1.
“
The
exception on the second ground is dismissed”
4.
The respondent is to pay the costs,
including the costs of opposition of the condonation applications.
R TOLMAY J
JUDGE OF THE
HIGH COURT
GAUTENG DIVISION, PRETORIA
P G MALINDI J
JUDGE OF THE HIGH COURT
GAUTENG DIVISION, PRETORIA
N BAM J
JUDGE OF THE HIGH COURT
GAUTENG DIVISION, PRETORIA
Appearances
Counsel
for applicant
Attorney
for applicant
Counsel
for respondent
Attorney for
respondent
Date heard
Date
of Judgment
:
Adv R Ferreira
:
Loots Basson Attorneys Inc
:
Adv C Welgemoed
:
Strauss Daly Attorneys
:
22 February 2023
:
14 June 2023
[1]
Suidwes-
Afrikaanse Personeel Veronigings v Minister of Labour and Another
1978 (1) SA 1027
SWA;
Mathibela
v The State (714/2017)
[2017] ZASCA 162
(27 November 2017),
paragraph 8
[2]
United
Plant Hire (Pty) Ltd v Hills
1976 (1) SA 717
(A), Palmer v Goldberg
1961 (3) SA 692
N, South African National Road Agency Ltd V Cape
Town City
2017 (1) SA 468
(SCA), Centre for Child Law and Others v
Minister for Basic Education and Others 2020 (3) SA 141 (EC).
[3]
Pretorius
and Another v Transport Pension Fund & Others
2019 (2) SA 37
(CC) para 15, also see Buliso v First Rand Bank Ltd t/a Westbank
2017 (1) SA 292
(CC) at 303 para 33.
[4]
Koth
Property Consultations CC v Lepelle-Nkumpi Local Municipality
2006
(2) SA 25
(T) at 30 para 17-18, Jowell and Bramvell Jones
1998 (1)
SA 836
(W) at 903 A-B.
[5]
Dharumpal
Transport (Pty) Ltd v Dharumpal
1956 (1) SA 700
A at 706 E.
[6]
Ocean
Echo Properties 327 CC and Another v Old Mutual Life Insurance
Company (South Africa) Ltd
2018 (3) SA 405
(SCA) para 8 - 9.
[7]
Ex
parte Gunga
1979 (1) SA 586
N at 588 F.G.
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