Case Law[2023] ZAGPPHC 1854South Africa
Thobejane v Master of the High Court Gauteng Division, Pretoria and Others (960/2022) [2023] ZAGPPHC 1854 (27 October 2023)
High Court of South Africa (Gauteng Division, Pretoria)
27 October 2023
Headnotes
the intention of the deceased to revoke his/her Will must be apparent from the document itself or the revocation of his/her Will must be in writing.[2]
Judgment
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# South Africa: North Gauteng High Court, Pretoria
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## Thobejane v Master of the High Court Gauteng Division, Pretoria and Others (960/2022) [2023] ZAGPPHC 1854 (27 October 2023)
Thobejane v Master of the High Court Gauteng Division, Pretoria and Others (960/2022) [2023] ZAGPPHC 1854 (27 October 2023)
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sino date 27 October 2023
IN THE HIGH COURT OF
SOUTH AFRICA
(GAUTENG DIVISION,
PRETORIA)
Case Number
:
960/2022
NOT REPORTABLE
NOT OF INTEREST TO OTHER
JUDGES
27.10.23
In
the matter between:
LEBOGANG
ANDY THOBEJANE
APPLICANT
And
MASTER
OF THE HIGH COURT – PRETORIA
GAUTENG
DIVISION
FIRST
RESPONDENT
NEDBANK
LIMITED
SECOND
RESPONDENT
ARNEL
MOEKETSI MOOKO NO – NEDGROUP TRUSTS
THIRD
RESPONDENT
OLD
MUTUAL LIFE ASSURANCE COMPANY (SA) LTD
FOURTH
RESPONDENT
KAREL
FOURIE
FIFTH
RESPONDENT
DESIREE
NONHLANHLA MEKHOE
SIXTH
RESPONDENT
JUDGMENT
KUBUSHI
J
Delivered:
This
judgment was handed down electronically by circulation to the
parties’ legal representatives by e-mail. The date and
time for
hand-down is deemed to be 27 October 2023.
[1]
The
application turns on the revocation of a Will in terms of section
2A(c) of the Wills Act (“the Act”).
[1]
The Applicant seeks, in the main, declaratory relief in terms of
which the Will of her late husband, Sebabatso Shadwick Mekhoe
(“the
deceased”), dated 19 December 2015 (“the 2015 Will”),
is revoked. The Applicant, also, seeks ancillary
relief in terms of
which the Will of the deceased dated 23 December 2019 (“the
2019 Will”), is declared as the deceased’s
Last Will and
Testament. In the
alternative
,
the Applicant seeks an order that, in the event that the Court does
not make a finding that the 2019 Will is the Last Will and
Testament
of the deceased, that the Master of the High Court be directed to
finalise the estate of the deceased in terms of the
law of intestate
succession.
[2] The parties
refer to the 2019 Will interchangeably as the 2020 Will because it
was allegedly transmitted via email on
7 January 2020, to the
deceased for perusal. I shall, for consistency, refer, in this
judgment, to this Will as the 2019 Will.
[3] The application
is opposed only by the Sixth Respondent, whose contention is that the
2019 Will does not comply with the
requirements of section 2(3) of
the Act and, therefore, is not the Last Will and Testament of the
deceased; and that there is insufficient
evidence in the Founding
Affidavit to support the revocation of the 2015 Will. The Sixth
Respondent argues further that the
Applicant's alternative prayer for
the Court to declare the deceased to have died intestate, does not
arise.
[4] The factual
background is mostly common cause between the parties. As outlined in
the Applicant's founding affidavit,
the deceased was married to the
Sixth Respondent and they had two children. On 19 December 2015, the
deceased executed a Will in
which he named the Sixth Respondent as
the heir to his estate. As proof, the Applicant attached a copy of
the 2015 Will to the
founding affidavit. The deceased and the Sixth
Respondent's marriage dissolved in 2017.
[5] In 2019, the
deceased got remarried to the Applicant, and they had one child. On
23 December 2019 the deceased is alleged
to have caused a second Will
(the 2019 Will), to be drafted by the Fifth Respondent. This Will is
electronic and was drafted by
the Fifth Respondent and sent by email
to the deceased for perusal. It stipulates that the deceased's estate
will devolve only
upon his three children. The deceased passed away
on 5 August 2021 without having signed the purported Will. The
Applicant has
attached to the founding affidavit, a copy of the email
that was sent to the deceased as proof of the existence of the 2019
Will.
[6] It is further
alleged that the 2019 Will revoked the Sixth Respondent as the heir
and replaced her with the deceased three
children, which is denied by
the Sixth Respondent.
[7] The provisions
of section 2A(c) of the Act are that
If a court is satisfied
that a testator has drafted another document or before his death
caused such document to be drafted, by
which he intended to revoke
his will or a part of his will, the court shall declare the will or
the part concerned, as the case
may be, to be revoked.
[8]
From the
above, it is clear that the requirements of section 2A(c) of the Act
are: the drafting of another document by the deceased,
or causing a
document to be drafted before his/her death, and an intention to
revoke his/her Will (or part thereof).
It has,
also, been held that the intention of the deceased to revoke his/her
Will must be apparent from the document itself or the
revocation of
his/her Will must be in writing.
[2]
[9] Having regard
to the statutory requirements for revocation of a Will, the question
is whether the deceased drafted the
document, or before his/her death
caused the document to be drafted and whether the deceased’s
intention to revoke his/her
earlier Will or part of his/her earlier
Will is apparent from the document itself.
[10] The document
referred to in section 2A(c) of the Act ought to be understood as the
document upon which reliance is placed to
revoke an earlier Will.
[11] In the circumstances
of the matter before me, the question is whether the deceased drafted
the 2019 Will, or before his death,
he caused the 2019 Will to be
drafted and, furthermore, that his intention to revoke the 2015 Will
is in writing or apparent from
the contents of the 2019 Will.
[12]
It has now
been established through various decisions of our Courts that for the
deceased to have drafted another document as envisaged
in section
2A(c) of the Act, he/she must have personally drafted the
document.
[3]
[13] In the instance of
the matter before me, it is common cause that the deceased did not
personally draft the 2019 Will. The evidence
on record is that the
Will was drafted in December 2019 by the Fifth Respondent who emailed
it on 7 January 2020 to the deceased
for perusal. The Applicant
conceded as much in her papers and in oral argument in Court. Hence,
the crux of her case, as I understand,
is based on the document (the
2019 Will) that the deceased caused to be drafted before his death.
[14] The question
therefor is whether, before his death, the deceased caused the Fifth
Respondent to draft the 2019 Will.
[15] Insofar as the
question of ‘caused to be drafted’ as envisaged in
section 2A(c) of the Act is concerned, I am inclined
to accept that
no evidence has been placed before Court, for me to be convinced that
the deceased had caused the 2019 Will to be
drafted. I say so based
on the reasons that follow hereunder.
[16]
In
Webster
,
[4]
an application was made for an order declaring the revocation of the
joint will of a testator and his wife to the extent that it
related
to the estate of the testator, and further that an unsigned draft
will be accepted as the will of such testator.
In holding
that section 2A of the Act application succeeds, the Court remarked
as follows:
“
The conduct of the
deceased in deleting portions of the joint will, in instructing him
(Kleyn) to prepare a new will, and in perusing
and approving the
draft thereof demonstrates that the deceased intended to revoke the
joint will insofar as it affected his estate
and that accordingly in
terms of paras (b) and (c) of s 2A of the Act the Court should
declare the joint will to be
pro
tanto
revoked.”
[5]
[17] It is apparent from
the afore stated passage that there should be some conduct on the
part of the deceased that shows that
he caused the document to be
drafted. The deceased must have instructed someone to draft or
prepare a document that is meant to
revoke an earlier Will.
[18] In this instance,
there is no evidence that the deceased instructed the Fifth
Respondent to draft or prepare the Will (the
2019 Will). This was
conceded by the Applicant, in oral argument in Court. Even if it can
be assumed that the deceased instructed
the Fifth Respondent to draft
the 2019 Will, the difficulty that the Applicant is settled with, is
that, even though on the face
of it, it is stated that the deceased
revokes all testamentary dispositions previously made by him, there
is no evidence proffered
to demonstrate that it was the intention of
the deceased to revoke the 2015 Will.
[19] In the circumstances
of the present matter and in light of the
Webster
judgment,
the deceased should have on receipt of the Will perused and
reconciled himself with the contents thereof, and then approved
it.
There is no evidence that on receipt of the email from the Fifth
Respondent the deceased perused the Will attached to that
email.
Certainly, it does not appear from the record that the deceased
reconciled himself with the contents of the Will as it was
drafted
and approved it.
[20]
The
submission that I must consider the discussions between the deceased
and his friend of 17 years, and that of the deceased and
his parents,
wherein the deceased orally indicated his wishes to change the 2015
Will to make his three children the only beneficiaries,
as indicative
of the deceased’s intention to revoke the 2015 Will, does not
assist as the authorities make it clear that
revocation of a Will
must be in writing or it must be apparent from the document
itself.
[6]
The
deceased having not acquainted himself with the 2019 Will and
approved it, it cannot be said that he had agreed to the wording
used
therein.
[21] The further
submission that I must take the surrounding circumstances into
consideration when deciding whether or not there
was an intention by
the deceased to revoke his earlier Will, is of no assistance to the
case, as well. It has been held that the
intention of the deceased
can only be established in relation to the time when the new Will
which seeks to revoke an earlier Will,
is drafted. As such, only
facts and surrounding circumstances around that time ought to be
considered.
[22] I am not satisfied
that the evidence as presented by the Applicant in her papers
suggests a section 2A(c) of the Act scenario.
In conclusion, it is my
finding that the deceased did not draft the 2019 Will, nor did he
cause the 2019 Will to be drafted. Furthermore,
there is no evidence
in support of the wording in the 2019 Will to demonstrate that the
deceased intended to revoke the 2015 Will.
[23] Even though the
parties addressed me at length about the requirements of section 2(3)
of the Act, I do not find the provisions
of that section apposite in
the circumstances of this matter.
[24] There is no evidence
on record to reinforce the alternative prayer that an order be made
directing the Master of the High Court
to finalise the deceased
estate in terms of the law of intestate succession. The Applicant
relies on the interest of justice principle,
in order for the
deceased's estate to be finalised in terms of the law of intestate
succession. This issue is not vehemently argued
either in the
Applicant’s papers, the heads of argument or in oral argument
before me. The Applicant has just given it cursory
attention. I, in
that sense, find it not necessary to delve into that prayer.
[25] In the premises the
application is dismissed with costs.
# E.M KUBUSHI
E.M KUBUSHI
# JUDGE OF THE HIGH COURT
JUDGE OF THE HIGH COURT
# GAUTENG DIVISION,
PRETORIA
GAUTENG DIVISION,
PRETORIA
APPEARANCES
:
APPLICANT
COUNSEL:
ADV
ICHO KEALOTSWE-MATLOU
APPLICANT
ATTORNEYS:
NISHLAN
MOODLEY ATTORNEYS
SIXTH
RESPONDENT’S COUNSEL:
ADV
RADICHIDI TSELE
SIXTH
RESPONDENT’S ATTORNEYS:
ADV
RADICHIDI TSELE (TRUST ACC ADV)
[1]
Act No. 7 of 1953.
[2]
Mdlulu v Delarey and Others
[1998] 1 All SA 434
(W) at 449-453.
[3]
Bekker v Naude en Andere
2003 (5) SA 173
(SCA) at para 20.
[4]
Webster v The Master 1996 1 SA 34 (D).
[5]
At 40B-C.
[6]
Mdlulu at 449-453
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