Case Law[2022] ZAGPPHC 263South Africa
De Bruyn v Master of the High Court, Pretoria and Others (66520/2018) [2022] ZAGPPHC 263 (21 April 2022)
High Court of South Africa (Gauteng Division, Pretoria)
21 April 2022
Headnotes
in order to obtain condonation, several factors come into play and “…include the degree of non-compliance, the explanation therefor, the importance of the case, a respondent’s interest in the finality of the judgment of the court below, the convenience of this court and the avoidance of unnecessary delay in the administration of justice (per Holmes JA in Federated Employers Fire & General Insurance Co Ltd & Another v McKenzie 1969 (3) SA 360 (A) at 362F-G).” [18] In the present case, it is undeniable that the major delay rests at the door of the Applicant herself, and that her attempts at explaining same is wanting. The Respondent’s interest in the finality of the judgment on the merits of the matter, the convenience
Judgment
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# South Africa: North Gauteng High Court, Pretoria
South Africa: North Gauteng High Court, Pretoria
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## De Bruyn v Master of the High Court, Pretoria and Others (66520/2018) [2022] ZAGPPHC 263 (21 April 2022)
De Bruyn v Master of the High Court, Pretoria and Others (66520/2018) [2022] ZAGPPHC 263 (21 April 2022)
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sino date 21 April 2022
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IN
THE HIGH COURT OF SOUTH AFRICA
GAUTENG
DIVISION, PRETORIA
CASE
NO: 66520/2018
REPORTABLE:
NO
OF
INTEREST TO OTHER JUDGES:
NO
REVISED:
NO
Date:
21 April 2022
In
the matter between:
JOCELYN
DE
BRUYN
Applicant
And
THE
MASTER OF THE HIGH COURT, PRETORIA
1
st
Respondent
MARTHA
JOHANNA PRINSLOO
N.O.
2
nd
Respondent
(In
her capacity as executor of the Late Estate of
Johannes
Jacob Prinsloo, ID: [....]) [Master’s Ref: 002246/2015]
MARTHA
JOHANNA
PRINSLOO
3
rd
Respondent
MARCO
KOTZE
4
th
Respondent
MARIUS
KOTZE
5
th
Respondent
MARELIE
VAN
ROOYEN
6
th
Respondent
JUDGMENT
NYATHI
J
A.
INTRODUCTION
[1]
This is an application in terms of section 35 (10) of the
Administration of Estates Act 66 of 1965 (“the Estates Act”)
for an order setting aside the First Respondent’s decision to
refuse the Applicant’s objections against the Second
Respondent’s first and final liquidation and distribution
account.
[2]
The Applicant also seeks the removal of the Second Respondent as
executrix in the late estate of Johannes Jacob Prinsloo (“the
deceased”).
B.
BACKGROUND
[3]
The deceased passed away on 19 January 2015 and his estate was
registered with the First Respondent under Master’s Reference
No.: 002246/2015.
[4]
The Second Respondent was nominated and appointed as executrix in
the estate in terms of the deceased’s last will and testament.
[5]
On 13 June 2017 the Second Respondent published a provisional
liquidation and distribution account, which was later followed by an
amended first and final liquidation and distribution account
(collectively “the L&D Accounts”).
[6]
Both L&D accounts reflect a claim by the Second Respondent in
terms of the Maintenance of Survival Spouses Act, 27 of 1990 (“the
Surviving Spouses Act”).
[7]
In settlement of her maintenance claim, the Second Respondent
awarded the immovable property known as Erf 1424 Wonderboom Extension
01, (“the immovable property”) to herself.
[8]
In terms of the deceased’s last will and testament:
(1)
The immovable property was bequeathed to the Applicant;
(2)
The Second Respondent was bequeathed a lifelong
usufruct
in
respect of the immovable property.
[9]
The Applicant lodged an objection to the liquidation and
distribution account on the 20 February 2018.
[10]
On 24 January 2019, the First Respondent rejected the Applicant’s
objection, principally on the basis that the actuarial report
(which
motivated the Second Respondent’s claim) complies with the
Surviving Spouses Act.
C.
ISSUES TO BE DETERMINED
[11]
The issues for determination are:
11.1 Whether the
lateness of the application ought to be condoned.
11.2 Whether the
Applicant’s objection to the L&D accounts should be
sustained. This involves a determination of
whether the Second
Respondent has complied with the provisions of sections 2 and 3 of
the Surviving Spouses Act, 27 of 1990.
11.3 Whether the
Second Respondent ought to be removed as executrix in terms of
section 54 of the Estates Act.
D.
APPLICATION FOR CONDONATION
[12]
The
application for condonation is the first relief which the Applicant
seeks. For some strange and unexplained reason, however,
that is the
last aspect she chose to address in her Founding Affidavit. She does
so in sweeping statements which attempt to cast
the blame for her
delay on the Second Respondent and to her alleged appointed actuary,
one Mr Pieter Gericke, for delaying with
a report regarding the
sustainability of the Second Respondent’s claim for
maintenance
[1]
.
[13]
In terms of section 35(10) of the Act, the Applicant was obliged
to apply for the Master’s decision to be set aside within
thirty days after the date of such direction or refusal.
[14]
The Applicant failed to bring her application within the
prescribed thirty days.
[15]
Although the Applicant indicated in her founding affidavit that
the report from Mr Gericke will be made available to the Court by
way
of a supplementary affidavit, such report has not been made
available, despite the Second Respondent requesting such by way
of a
Rule 35(12) notice.
[16]
This is an instance where circumstances call upon this Court to
exercise its discretion whether to grant or refuse the application
for condonation.
[17]
I
sought guidance of the Supreme Court of Appeal in
Dengetenge
Holdings (Pty) Ltd v Southern Sphere Mining and Development Company
Ltd and Others,
[2]
where Ponnan JA held that in order to obtain condonation, several
factors come into play and “…include the degree
of
non-compliance, the explanation therefor, the importance of the case,
a respondent’s interest in the finality of the judgment
of the
court below, the convenience of this court and the avoidance of
unnecessary delay in the administration of justice (per
Holmes JA in
Federated
Employers Fire & General Insurance Co Ltd & Another v
McKenzie
1969 (3) SA 360
(A) at 362F-G).”
[18]
In the present case, it is undeniable that the major delay rests
at the door of the Applicant herself, and that her attempts at
explaining same is wanting. The Respondent’s interest in the
finality of the judgment on the merits of the matter, the convenience
of the court and the avoidance of unnecessary delay in the
administration of justice persuades me to grant the condonation
sought
and to decide the merits of the main application.
E.
APPLICANT’S CASE/SUBMISSIONS
[19]
The Applicant bases her objection to the L&D accounts
primarily because the Second Respondent has included therein a
maintenance
claim in terms of the Surviving Spouses Act and has, in
settlement of the said claim, awarded to herself the immovable
property.
This maintenance claim is objected to.
[20]
The Applicant alleges that the Second Respondent’s
maintenance claim was motivated and supported by an actuarial report
the
basis of whose calculations were provided by the Respondent.
[21]
The
Second Respondent’s maintenance claim does not comply with the
requirements of the Surviving Spouses Act. The Applicant
then sets
out the relevant statutory provisions and some case law on which she
relies in support of her contentions regarding the
non-compliance
with the Surviving Spouses Act.
[3]
F.
SECOND RESPONDENT’S CASE/SUBMISSIONS
[22]
Second Respondent has deposed to an answering affidavit in which
she laid out the history of her marital relationship with the
deceased.
[23]
Second Respondent states that she always regarded the Applicant,
who is the deceased’s daughter from his previous wife, as
her
own.
[24]
The
Applicant and her husband, Adriaan Venter du Bruyn moved into the
property of the deceased and the Second Respondent during
December
2009 whilst the deceased and the Second Respondent were on holiday,
and have been there ever since. The Applicant, her
husband and two
children have been residing on the property for free. Before his
passing, the deceased gave the Applicant a Mazda
Drifter vehicle as
well as a caravan.
[4]
[25]
The Second Respondent further narrates her financial situation in
fine detail. It becomes clear that having regard to her standard
of
living during the lifetime of her deceased husband as compared to
now, she is basically destitute.
[26]
The Second Respondent is due to the conduct of the Applicant and
her husband, further hamstrung from fully exercising her right of
usufruct
over the property to obtain income. Further
complaints listed by the Second Respondent are set out in the Second
Respondent’s
Answering affidavit as quoted from paragraph 5.17
to 5.26 as follows:
“
5.17
During the course of our marriage, the Deceased and I enjoyed a
fairly large bedroom with an en-suite bathroom being
about 100 square
metres, I decided to allow Marco and his wife to live in my bedroom
as they are a married couple and required
the privacy. I consequently
moved into one of the spare bedrooms, but unfortunately, I do not
have the benefit of an en-suite bathroom.
5.18
Until June 2018, the Applicant also insisted to still use my portion
of the resident's kitchen, despite her
having her own kitchen. I
requested the Applicant to make use of her own kitchen to enable
Marco and his wife and I to use the
kitchen in my portion of the
residence. The Applicant, however, complained that she did not have a
stove and I consequently gave
her the stove that was in the main
residence. Marco purchased himself another stove.
5.19
The Applicant then complained that they did not have a living room
and I consequently reduced the space in
my portion of the house with
dry-walling and relinquished my lounge as well as my family room. The
family room is used by the Applicant
and her husband as an office
from which to run their business.
5.20
The Applicant further also complained that they did not have a guest
toilet and I also relinquished my guest
toilet.
5.21
Z5.21 I gave the Applicant the following furniture:
5.21.1 office furniture
to the value of about R30,000.00;
5.21.2 a lounge suite;
5.21.3 a gas stove;
5.21.4 four paintings.
5.22
The Applicant's husband is also making use of the deceased's Nissan
Hard body vehicle with registration number
RHK 321 GP, which is used
in running their business.
5.23
On the premises where I reside, and in respect of which I have a
lifelong right of
usufructus
, there is also a storage facility
which is about 300 square metres of which the Applicant and her
husband have sole and exclusive
use.
5.24
Despite me, as Executor of the estate, demanding rental from the
Applicant and her husband, the Applicant
simply fails to pay any rent
for using the property which is my sole and only source of a possible
income. I attach hereto a letter
from my agent, Pretoria Estate
Administrators (Pty) Ltd dated 18 February 2020 marked as “E”.
5.25
I attach hereto a schedule prepared in respect of the value of the
benefits received by the Applicant and
her husband from the Deceased
estate and the property of which I have obtained a lifelong right of
usufructus, which benefit is
valued at about R819,000.00 since 1
February 2015 up until January 2020. I attach the calculation hereto
marked as annexure 'F'.
5.26
I can rent out the property in respect of which I have a right of
usufructus to students studying at Onderstepoort.
I can rent out the
accommodation portion of the premises for an amount of R16,500.00 per
month. The aforesaid excludes the storage
facility on the premises.”
The
above quotation is just a slim sample of the demands made by the
Applicant against property and assets of the deceased estate
on an
ongoing basis without due regard to the provisions of the deceased’s
testament and to the role of the Second Respondent
as executrix.
G.
ANALYSIS AND CONCLUSION
[27]
Applicant bases her opposition to the Second Respondent’s
claim for maintenance as being non-compliant with the Surviving
Spouses Act.
[28]
The factors to be taken into account before a claim in terms of
the Surviving Spouses Act can be sustained are:
28.1 the amount
available in the deceased estate for distribution,
28.2 earning
capacity of the surviving spouse,
28.3 the standard
of living of the surviving spouse during the subsistence of the
marriage and his or her age.
[29]
In
addressing the above three requirements, the applicant makes broad
sweeping allegations that Second Respondent owns a luxury
holiday
flat on the South Coast of Kwa-Zulu Natal, without any proof
whatsoever.
[5]
[30]
Applicant
further takes issue with the calculation of Second Respondent’s
actuary Mr. AC Strydom. She however has not given
any counter view
except to state that she has appointed her own actuary, Mr. Pieter
Gericke, to interrogate the calculations made
by Mr. Strydom.
However, no report of her actuary is forthcoming.
[6]
[31]
A comparative analysis of the facts deposed to in Applicant and
Second Respondent’s respective affidavits betray avaricious
demands by Applicant without regard to the needs and expectations of
any or the rest of the testamentary beneficiaries.
[32]
I am not persuaded that there is any merit in Applicant’s
objections and desire to have Second Respondent removed from her
appointment as executrix of the deceased estate. I therefore make the
following order:
The application is
dismissed. Applicant to pay Second Respondent’s costs on an
attorney and client scale.
J.S.
NYATHI
Judge
of the High Court
Gauteng
Division, Pretoria
Date
of Judgment: 21 April 2022
Appearances:
On
behalf of the Applicant: Adv. N. Louw
Instructed
by: Strydom & Bredenkamp
(012)
460 1930
Rouchelle@lawsb.co.za
On
behalf of the Respondents: Adv. K. Fitzroy
Instructed
by: Couzyn Hertzog & Horak
(012)
460 5090
petrdc@couzyn.co.za
advfitzroy@gkchambers.co.za
[1]
See
Applicant’s founding affidavit Par u31.
[2]
[2]
Dengetenge
Holdings (Pty) Ltd v Southern Sphere Mining and Development Company
Ltd and Others
[2013]
2 All SA 251
(SCA) para 11;
[2013] ZASCA 5
;
[3]
Paragraph
7 of the Founding Affidavit.
[4]
Respondent’s
answering affidavit paragraph 5. As they are a married couple and
required the privacy. I consequently
[5]
Applicant’s
Founding Affidavit Paragraph 24.5
[6]
Applicant’s
Founding Affidavit Paragraph 26.9, 28 up to 30.
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