Case Law[2025] ZAWCHC 54South Africa
Johnson v Johnson and Others (16626/2023) [2025] ZAWCHC 54 (19 February 2025)
High Court of South Africa (Western Cape Division)
19 February 2025
Judgment
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# South Africa: Western Cape High Court, Cape Town
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## Johnson v Johnson and Others (16626/2023) [2025] ZAWCHC 54 (19 February 2025)
Johnson v Johnson and Others (16626/2023) [2025] ZAWCHC 54 (19 February 2025)
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SAFLII
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Certain
personal/private details of parties or witnesses have been
redacted from this document in compliance with the law
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FLYNOTES:
WILLS
AND ESTATES – Will –
Testamentary
capacity –
Deceased
was elderly and suffering from Alzheimer’s dementia which
was moderately advanced – Inescapable inference
from
evidence that deceased not having requisite testamentary capacity
– Respondents knew of her condition when accompanying
her to
attorney to sign will – Deceased no longer had disposing
mind at time of executing will – Will declared
null and void
–
Wills Act 7 of 1953
,
s 4.
IN
THE HIGH COURT OF SOUTH AFRICA
WESTERN
CAPE DIVISION,
CAPE
TOWN
Case
No:
16626/2023
In
the matter between:
DONOVAN
DENNIS JOHNSON
Applicant
and
CARLO
JOHNSON
First
Respondent
BRADLEY
JOHNSON N. O
Second
Respondent
BRADLEY
JOHNSON
Third
Respondent
CAROL
KRITZINGER
Fourth
Respondent
URSULA
MOSTERT
Fifth
Respondent
ROBERT
MOSTERT
Sixth
Respondent
SHARIFA
MOSTERT
Seventh
Respondent
TREVOR
MOSTERT
Eighth
Respondent
GERALD
MOSTERT
Ninth
Respondent
MASTER
OF THE HIGH COURT,
CAPE
TOWN
Tenth
Respondent
REGISTRAR
OF DEEDS
Eleventh
Respondent
JUDGMENT
ANDREWS,
AJ
Introduction
[1]
This is an opposed application in terms of which the
Applicant seeks to
inter alia
, declare the purported Will
executed by Marion Johnson
(“the deceased”),
allegedly executed on 9 February 2016
(“the impugned Will”)
null and void due to the mental incapacity of the deceased. The
Applicant furthermore seeks orders to set aside the transfer of
Erf
1[…], Cape Town to the First Respondent
(“the
property”);
remove the Second Respondent as Executor of the
deceased’s estate and direct the Master of the High Court to
appoint a new
Executor.
[2]
The Applicant is the biological father of the First
Respondent. The Second Respondent is
the Executor of the impugned
Will. The Applicant, as well as the Second to Ninth Respondents are
the biological children of the
deceased. The First to Third
Respondents opposed the application on the basis that the deceased
was mentally capable to execute
the impugned Will. Fourth to Ninth
Respondents each filed confirmatory affidavits in terms of which it
was stated that they do
not intend to oppose the application and will
abide by the decision of the Court. The Eleventh Respondent
filed a report
confirming it had no objections to the order being
granted as prayed.
[3]
For ease of references, the First, Second and Third
Respondents are collectively referred
to as “the Respondents”
unless specifically referred to otherwise in this judgment.
Factual
Background
[4]
The deceased, who is the Applicant’s mother,
executed a Joint Will on 4 September
2014 with her late husband
Granville Johnson, who predeceased her on 23 October 2014. In terms
of the Joint Will, they bequeathed
their entire estate to the
survivor of each of them. Furthermore, the Joint Will
effectively provide that if they were to
die simultaneously, the
Applicant would inherit the property situated at 3[…] H[…]
N[…] Street, Cafda,
(“the property”),
which
is essentially the main subject matter of the underlying dispute
between the parties.
[5]
In, during or about September 2015, the deceased was
seen by a Specialist Neurologist,
Dr PM Thomas
(“Dr
Thomas”),
following concerns pertaining to the deceased’s
memory loss. The neurologic examination revealed that she scored
13/30 on
the Montreal Cognitive Assessment
(“MOCA”).
On 4 December 2015 the deceased was seen by Dr Ahmed Parker who in
his referral note, to one “Carol”, stated that the
deceased presented with cognitive decline. During or about January
2016, the deceased was seen by Psychologist, Dr Chris George
(“Dr
George”)
who opined that the deceased was suffering from
Alzheimer’s dementia, which was moderately advanced. His
prognosis was that
the condition would progress and not recover. He
concluded that due to the mental condition of the deceased she was
unable to manage
her own affairs and recommended the appointment of a
curator
bonis
.
[6]
Rehana Khan Parker
(“Mrs Parker”),
an
admitted attorney, was appointed as
curatrix
bonis to the
deceased on 22 June 2016, under case number 3438/2016. It came to the
Applicant’s attention that the deceased
had signed a Deed of
Sale on or about 20 November 2017. An application was launched on 9
April 2019, under case number 20533/2018
in terms of which the
agreement of sale of the property purportedly entered into between
the First and Second Respondents was declared
null and void and set
aside. The Registrar of Deeds was furthermore directed to take the
necessary steps to de-register the property
by removing the name of
the First Respondent, such that the registration of the property and
ownership thereof revert to the name
of the deceased.
[7]
After the passing of the deceased, on 3 March 2020, the
Third Respondent lodged a Will
with the Master, which was purportedly
executed by the deceased on 9 February 2016
(“the 2016
Will”).
In terms of the 2016 Will, the Second Respondent
was nominated as the Executor. Upon his appointment, the Second
Respondent proceeded
to have the property transferred to the First
Respondent. The Eleventh Respondent filed a report confirming that
the property is,
as at 13 October 2023, registered in the name of the
First Respondent.
[8]
The Applicant challenged the 2016 Will on the basis that
the deceased lacked testamentary
capacity. The Respondents’
counter argument in broad terms is that the deceased’s mental
capabilities were intact.
A further Will attested to by the deceased
on 7 January 2015
(“the 2015 Will”)
surfaced
approximately 5 months prior to the hearing of the matter, the
validity of which required determination as per the order
taken by
agreement between the parties on 22 May 2024, granted by the Acting
Judge President Goliath.
Preliminary
Issues
[9]
In terms of the agreed order on 22 May 2024, the matter
was postponed to the semi-urgent
roll for the hearing of
viva voce
evidence. The issues as recorded to be resolved at the hearing
included
inter alia
:
(a) The
authenticity of the alleged 2015 and 2016 Wills; and
(b) The mental
capacity of the deceased to execute the said Wills.
[10]
At the commencement of this hearing it was recorded that
the Respondents admitted that
a MOCA test was performed on the
deceased by Dr Thomas and that she scored 13/30. The parties agreed
that it would be unnecessary
to call Dr Thomas to give evidence in
order to curtail the litigation costs.
The
evidence
Dr
Thomas’ Report
[11]
The salient recordals emanating from Dr Thomas’
report dated 21 September 2015,
pursuant to the deceased being
referred with a complaint of memory loss, included that the deceased:
(a) had limited
insight into her illness;
(b) agreed
that she was forgetful but didn’t think that it impaired her in
any way and
(c) bore
knowledge of her late husband’s demise.
[12]
On direct questioning Dr Thomas opined that it was
apparent that there was a marked decline
in the deceased’s
ability to perform her activities of daily living. Although the
patient still performed grooming and dressing
tasks herself, she no
longer cooked or did any cleaning at home. These tasks were performed
by her grand-daughter who then lived
with her in the house. It was
also documented that the deceased did not do any shopping and neither
did she manage her finances.
Dr Thomas further noted that the
deceased would give her grandson her bank card and her identity
document with instructions to
buy groceries, draw money and pay
accounts. Dr Thomas also recorded that the deceased would otherwise
spend her day knitting, or
watching television.
[13]
Dr Thomas went on to note that the deceased had received
a payment from his pension fund
into her bank account, which money
had been promptly withdrawn. The deceased bore no knowledge of this
transaction. According to
Dr Thomas, an amount of approximately
R60 000 had been misappropriated.
[14]
The neurological examination revealed that the deceased
scored 13/30 on the MOCA. In addition,
Dr Thomas noted in assessment,
that the patient is known with problems which included
inter alia
,
progressive dementia with a cognitive profile atypical for
Alzheimer’s disease.
[15]
Dr Jeffrey Winston George
(“Dr George”)
,
testified on the virtual platform. He stated that he is a
psychiatrist in private practice since 1995. He confirmed that he
consulted
with the deceased on 13 January 2016. He also verified the
content of his report dated 18 January 2016 as well as his
supplementary
report dated 24 June 2024. Dr George explained that he
performed various tests on the deceased and considered the background
information
provided to him by the Applicant and the Fourth
Respondent.
[16]
According to Dr George’s observations the deceased
had superficial orientation and
did not display an understanding that
she was seeing a psychiatrist. The deceased was not orientated in
respect of time and place
in that she could not provide the date, day
or month. She was only able to identify the year. In amplification of
his conclusion
that the deceased’s memory was poor, he
explained that she had difficulty describing her present personal
state of affairs.
Although she understood that she was receiving a
pension, she was not aware of the amount. In addition, the deceased
was unable
to give an accurate account of her personal history.
Although she knew that her husband had passed away, she was unable to
recall
when he had passed away or what his previous occupation was.
[17]
Dr George explained that the nature of vascular dementia
was a slow degeneration of the
small blood vessels in the brain,
leading to a similar slow degeneration of the brain itself and the
loss of certain faculties
as a result thereof. He confirmed
that at the time he consulted with the deceased she was unable to:
(a) Appreciate the
nature of the act of executing a Will and the consequences thereof,
in other words, the deceased was unable
to make an informed decision
as to who she wanted to bequeath her assets to;
(b) Recall her
assets that she would be disposing of in the Will;
(c) Unable to
confirm values of assets;
(d) Independently
recall the names of her expectant heirs; or
(e) Weigh the
claims of her expectant heirs and make a free and uninfluenced
executive decision about including them in a
Will as heirs and to
what extent.
[18]
He explained that the score of 13/30 in the MOCA is
indicative of significant cognitive
impairment. Dr George concluded
that the deceased would not have had the mental capacity to execute a
Will on 9 February 2016 and
on 7 January 2015 respectively.
[19]
Melanie Marion Johnson
(“Ms Johnson”)
,
who is the granddaughter of the deceased, testified that she had been
living with the deceased since birth. She narrated that
she
interacted on a daily basis with the deceased. When she fell pregnant
she moved into the separate entrance on the same property.
Ms
Johnson observed certain changes in the deceased since about January
2015. She recounted that the deceased became very forgetful
such that
she would forget what she ate and how much she had eaten. She also
could not remember birthdays. The deceased was unable
to recall how
and when her husband had passed away and what he did for a living.
[20]
Ms Johnson also orated that the deceased became
disinterested in activities which she
enjoyed like knitting, reading,
taking walks, watching television and cooking. She stated that the
deceased was disorientated.
In augmentation she explained that the
deceased would at times end up in the wrong room of the house when
she intended to go to
the lounge. Ms Johnson observed that the
deceased wouldn’t interact or engage in meaningful discussion.
[21]
Cecil Kamalie
(“Mr Kamalie”)
,
testified that he was a practising attorney for 26 years and conducts
his practice from home. He narrated that he had consulted
with the
deceased who was accompanied by the First and Second Respondents.
He orated that he generally exercised caution
when consulting with
the elderly because of the risk of influence when they are
accompanied by potential heirs and / or siblings.
In such instances,
he would request that those heirs or family members wait in the
reception but could not specifically recall
if he had done so when he
consulted with the deceased. He was unsure whether the family members
were present during the consultation
with the deceased
[22]
Mr Kamalie recounted that he had a conversation with the
deceased and she was able to
communicate with him. She informed him
that she obtained a pension. She also spoke about her deceased
husband. Mr Kamalie had a
clear recollection that the deceased in
fact corrected him on the spelling of her name. He further
orated that he explained
to her what he would include into the Will
whereafter he had the Will typed up and before she signed the Will he
went through the
content thereof with her. Mr Kamalie and his wife
were witnesses to the Will at the time. According to his observation,
the deceased
understood the content of the Will because she responded
as a person who understood what she was signing. Mr Kamalie testified
that “most” of the information was conveyed to him by the
deceased.
[23]
Carlo Johnson
(“the First
Respondent”),
testified that he is the grandson of the
deceased and that the Applicant is his father. Melanie Johnson
(“Ms
Johnson”)
is his sister. He confirmed that he is residing
at the property that forms part of the dispute in these proceedings.
The First
Respondent narrated that he was raised by his grandparents
since he was an infant. In 2014 he moved back to take care of his
grandparents.
He stated that the deceased and the Applicant did not
have much of a relationship and that the Applicant would only visit
when
he needed something. He described that the deceased was fond of
Ms Johnson, but claimed that because she had bad manners, a temper
and a party lifestyle, the deceased could not deal with it. He
explicated that Ms Johnson resided in the separate entrance and
hardly came into the main house. According to the First Respondent,
she mainly visited the deceased on Sundays which was her day
off from
work. The extent of Ms Johnson’s contribution or interaction
with the deceased was described as her doing things
for the deceased
now and again.
[24]
The First Respondent elucidated that the deceased had
expressed her wish to leave the
property to him at a family meeting
held after the passing of his grandfather. The Applicant was,
however, disapproving thereof
as he believed that he should inherit
the property. The Applicant got angry and got into a fight with the
Third Respondent.
[25]
The First Respondent narrated that the deceased was
taken to an attorney at as she was
desirous to “do her Will”.
The First and Third Respondent accompanied the deceased to the
attorney where the deceased
informed the attorney what her wishes
were. The First Respondent gave an account of what transpired at the
attorney’s office.
The attorney at some point during the
consultation called the Third Respondent to assist him with
information concerning the deceased’s
assets which remained
after his grandfather had passed on as the Third Respondent was the
Executor of his grandfather’s estate.
[26]
The First Respondent was referred to the Court Order
granted by Justice Binns-Ward on
22 June 2016 in terms of which Mrs.
Parker was appointed as the
curatrix bonis
to the deceased. He
stated that he was unaware thereof until 2018 when an application was
launched to reverse the transfer of the
property and the sheriff
served the papers on him. He explained the context under which the
sale agreement came about. The First
Respondent stated that the
deceased expressed her desire for him to receive the property while
she was alive and not when she “closes
her eyes”. This
was because she didn’t want to see him on the street and
because his father and his uncle both
owned their own respective
properties.
[27]
He furthermore explained that the agreement was
finalised at a meeting at Manson Tobin
Attorneys in Durbanville where
he and the Third Respondent were present. The First Respondent orated
that the deceased informed
the attorney that she was desirous to
donate the property to the First Respondent. When asked to clarify
whether it was a sale
agreement or a donation he responded that the
deceased said she would like to transfer the property to him.
[28]
The First Respondent confirmed what was stated in the
report of Dr Thomas insofar as it
was recorded that the deceased
would instruct him to withdraw money for her. He was asked about his
sister’s testimony regarding
the deceased’s waning
interest in activities. To this, he responded that the deceased had
spine cancer and moved slowly.
He recounted the activities of the
deceased which included the times when the Third Respondent would
drop her off at the station
and she would go to town and come home
with her daughter. He explained that the deceased was capable of
doing “her own things”
and only when she would be in pain
would she lay down. The First Respondent administered the deceased’s
medicine and also
frequently took her out. He also related that the
deceased liked “eating out”. Furthermore, he stated that
the deceased
was good at remembering names but struggled with
remembering places. According to him, she had an awareness of where
she was and
recognised her interlocutor.
[29]
In addition, he testified that he discovered another
Will which was executed by the deceased
in 2015 approximately 5
months prior to the hearing.
The
Applicant’s principal submissions
[30]
The Applicant submitted that the medical expert opinion
of Dr George confirmed that the
deceased could not have the requisite
mental faculties in place in order to execute the respective Will
dated 7 January 2015 or
the impugned Will. It was contended that the
evidence presented by Melanie Johnson was supported by the opinion of
Dr George, which
was submitted as not having been seriously
challenged during the hearing by the Respondents. The Applicant
furthermore asserted
that the Respondent’s own version, which
was elicited through the cross-examination of the First Respondent
and Mr Kamalie,
confirmed that the deceased did not have the
requisite mental capacity to execute a Will.
[31]
The Applicant contended that if regard were to be had to
the unexplained and suspicious
manner of execution of the alleged
2015 Will, coupled with the circumstances pertaining to the 2016 Will
and the purported sale
of the property by way of the 2017 Deed of
Sale, all formed part of an ongoing attempt by the First Respondent
to get his hands
on the property by exploiting the dementia of
deceased.
The
Respondents’ principal submissions
[32]
The Respondents contended that the Applicant had not
discharged his onus to prove on a
preponderance of probabilities,
that any of the deceased’s Will is susceptible to invalidity as
a result of mental incapacity
or undue influence upon the deceased.
The Respondents denied that the deceased did not possess the mental
capacity to execute the
2016 Will.
[33]
They suggested that the application is primarily
motivated by the Applicant’s immaterial
belief that, because
his parents had initially favoured him in terms of their initial
Will, he and the rest of his siblings ought
not to have been excluded
as beneficiaries of the deceased’s estate. The Respondents
argued that Dr George could not conclusively
make a determination on
the deceased’s state of mind at the time when the 2015 Will was
concluded. They suggested that Dr
George’s expert testimony, if
measured against the undisputed evidence, does not justify a
conclusion that the deceased was
either lacking the capacity to make
a Will or was unduly influenced by the Respondents. They deny the
impression sought to be imputed
by the Applicant to the expert
reports as if there is justification for a conclusion that the
deceased had no mental capacity.
[34]
In addition, it was submitted that the Second Respondent
has carried out his responsibilities
as the Master’s
representative and therefore which does not justify a conclusion that
the Second Respondent should be removed
as the Executor.
Applicable
legal principles
[35]
It
is trite that there is a presumption that a Will which appears
regular and complete on the face of it, is valid until its invalidity
has been established on a balance of probabilities by the person
alleging its invalidity.
[1]
[36]
Section
4 of the Wills Act
[2]
(“the
Wills Act&rdquo
;) deals with the competence of a person to make a
Will and states as follows:
‘
Every
person of the age of 16 years 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 that time shall
rest on the person alleging the same.’
[my
emphasis]
[37]
The
onus therefore rested on the Applicant to prove that the deceased was
mentally incapable of attesting to a Will as aptly enunciated
in the
seminal judgment of
Kirsten
and Others v Bailey and Others
[3]
where the court distilled the test to be applied as follows:
‘
The test to be
applied in deciding the question of testamentary capacity is whether
the testatrix was at the time of sufficient
intelligence, possessing
a sufficiently sound mind and memory, for her to understand and
appreciate the nature of the testamentary
act in all its different
bearings.’
[4]
Failure
to cross-examine
[38]
The Applicant submitted that the First Respondent
claimed to have instructed his Counsel
with all the facts relevant to
his version in detail. It was however elucidated that his version was
not put to either Dr George
or his sister, Ms Johnson and neither was
there evidence challenged during cross-examination. Furthermore,
certain aspects
of the evidence provided by Dr George and Ms Johnson
regarding the cognitive functioning of the deceased went unchallenged
during
cross-examination. For instance, it was never put to Ms
Johnson that her version regarding the lack of memory of the deceased
and
her disorientation within her own home was denied, nor were the
allegations that would follow by the First Respondent put to her
to
enable her to respond thereto whilst in the witness box.
[39]
The
matter of
President
of the Republic of South Africa v SARFU
[5]
is the
locus
classicus
on
cross-examination where the Constitutional Court stated as follows:
‘
[61] As a
general rule it is essential, when it is intended to suggest that a
witness is not speaking the truth on a particular
point, to direct
the witness’s attention to the fact by questions put in
cross-examination, showing that the imputation is
intended to be made
and to afford the witness an opportunity, whilst still in the
witness-box of giving any explanation open to
the witness and of
defending his or her character. If a point in dispute is left
unchallenged in cross-examination, the party calling
the witness is
entitled to assume that the unchallenged witness’s evidence is
accepted as correct. This rule was enunciated
by the House of Lords
in Browne v Dunn and has been adopted and consistently followed by
our courts.
[62] The rule in
Browne v Dunn is not merely one of professional practice but “is
essential to fair play and fair dealing
with witnesses”. It is
still current in England and has been adopted and followed in
substantially the same form in the Commonwealth
jurisdictions.
[63] The precise
nature of the imputation should be made clear to the witness so that
it can be met and destroyed, particularly
where the imputation relies
upon inferences to be drawn from other evidence in the proceedings.
It should be made clear not only
that the evidence is to be
challenged but also how it is to be challenged. This is so because
the witness must be given an opportunity
to deny the challenge, to
call corroborative evidence, to qualify the evidence given by the
witness or others and to explain contradictions
on which reliance is
to be placed.’
[40]
It
is therefore trite that the unchallenged evidence becomes common
cause as the party calling the witness is entitled to assume
that the
unchallenged witness’s testimony is accepted as correct. This
in essence defeats the very purpose of cross-examination
as
crystallised by academic writers and a plethora of case authorities
on point.
[6]
[41]
Thus,
it follows that Section 15 of the Civil Proceedings Evidence Act
[7]
finds application which states as follows:
‘
It shall not be
necessary for any party in any civil proceedings to prove nor shall
it be competent for any such party to disprove
any fact admitted on
the record of such proceedings.’
[42]
The implied common cause evidence is analogous to a
formal admission in the pleadings
or one made during the course of a
trial. It is then not competent for a party to subsequently lead
evidence that contradicts this.
In upholding the principle and
standards of fairness regard must be had to the potential prejudice
if the rule is not adhered to.
More especially as the party accepting
the correctness of the version of a witness due to the lack of
cross-examination on a topic,
may have found it unnecessary to lead
further evidence in proof thereof or to call further witnesses in
support thereof prior to
closing his or her case.
[43]
During the trial, Counsel on behalf of the Respondents
admitted that Dr Thomas conducted
a MOCA test on the deceased and
that the result was 13/30. The consequences of such a low score were
never challenged either during
the cross-examination of Dr George or
by any rebuttal evidence from another expert witness.
Evaluation of evidence
[44]
The Respondents’ challenge essentially went to the
content of Dr Thomas’ report
wherein the activities of the
deceased were noted. They argued that the tasks identified in Dr
Thomas’ report which the deceased
is credited as having been
capable of performing, are not tasks that would ordinarily be
expected from a person, who, at that critical
moment was mentally
incapable of making decisions including a decision relating to how
her estate should devolve. Furthermore,
it was argued that in
investigating whether the person had the mental capacity to execute a
Will, one has to consider whether at
the time when that Will was
executed, there is evidence that the testator would probably have
been mentally incapacitated.
[45]
The Applicant argued that the evidence of Dr George and
Ms Johnson overwhelmingly proved
that the deceased did not have the
requisite testamentary capacity to execute either of the two Wills in
question. If regard
is had to the version of the Respondents’
witnesses regarding the execution of the 2016 Will, it too proves
that the deceased
did not have the requisite mental capacity to
execute the Will. In augmentation of this assertion, the Applicant
contended that:
(a) The deceased
could not independently recall all her assets. The assistance of the
Third Respondent had to be relied upon
in this regard. It became
manifest that the Mercedes Benz motor vehicle was not included which
it was argued, the deceased would
have been expected to remember, had
her memory been intact;
(b) The information
given to Mr Kamalie was inaccurate insofar as she was unable to
recall where her late husband worked and
inaccurately mentioned that
he worked for Telkom instead of SA Post Office.
[46]
The Respondents zoned in on the date that Dr George had
examined the deceased, namely
13 January 2016. They highlighted that
Dr George did not have any information concerning the deceased’s
state of mind a year
earlier when she executed the 2015 Will or at
the time when the deceased’s husband died on 23 October 2014.
The Respondents
rely on the concession made by Dr George that it is
possible that the deceased’s Alzheimer’s condition, if it
already
existed in January 2015, would not have been of the same
level as when it was when he examined the deceased in 2016.
[47]
The
Respondents placed reliance on the matter of
Essop
v Mustapha Essop NNO and Others
[8]
where the court confirmed that the decisive moment for establishing
the competence of the testator is the time when the Will is
made. In
applying this legal principle, the Respondents contended that the
evidence of Dr George falls to be rejected as his findings
were not
based on any objective evidence based on any assessment. This, they
say, is because there was at least a period of 11
months from the
time when the deceased had executed the 2015 Will to the time when
the deceased was examined by Dr George in 2016.
In this regard, it
was argued that it is probable that the deceased may not have had
dementia at that stage or it may have been
at an insignificant level
that did not impact any of her decision-making abilities.
[48]
The Respondents further suggested that Dr George’s
evidence revealed his own biases
when he testified during
cross-examination that he did not believe that the deceased would
have chosen to deviate from the contents
of the Joint Will and decide
to bequeath her property to one person to the exclusion of all her
children. They fortify this assertion
on the basis that it aligns
with the Applicant’s view that there was no reason for the
deceased to disinherit any of their
children especially in favour of
the First Respondent.
[49]
In my view, there is no notable indication of bias as Dr
George was called as an expert
witness. The questions posed during
cross-examination invited him to share his viewpoint, and he gave his
response. It can therefore
hardly be argued that a solicited view
elicited during cross-examination is tantamount to bias, given the
stage of the proceedings
at which such opinion was extracted. To
reiterate, the MOCA score of 13/30 in and of itself is telling and
clearly supported by
additional considerations and not purely based
on an opinion, highlighted in isolation.
[50]
It is trite that a court, in evaluating all the evidence
must distinguish probabilities
and inferences from conjecture or
speculation. To my mind, the Respondents have produced no evidence in
rebuttal of the testimony
and reports of the expert witnesses to
gainsay the conclusion that the deceased was indeed suffering from
Alzheimer’s dementia,
which was moderately advanced. The report
of Dr George must be considered in the
milieu
of all the
evidence including that of Ms Johnson, who in opinion, made a good
impression on the court and remained steadfast despite
being
thoroughly cross-examined. Her version is supported by the
independent and unchallenged report of Dr Thomas.
Significantly,
Dr Thomas noted the decline in the deceased’s
interests and activities which corroborates the testimony of Ms
Johnson in
this regard. The independence of Dr Thomas’ report
is underpinned by the fact that Ms Johnson was not present at the
examination.
Dr Thomas’ conclusion was informed by another
collateral source, more specifically “one of her sons”,
together
with the further investigation of her cognitive decline when
she was admitted to hospital over the period 28 – 29 September
2015.
[51]
The chronology of events is a critical consideration. In
this regard, the impugned Will
is dated 9 February 2016. Dr George’s
report is dated 18 January 2016, after having consulted with the
deceased on 13 January
2016. The deceased was referred by the
curatrix bonis
for a psychiatric evaluation because she could
not manage her affairs. Mrs Parker was appointed as such on 22 June
2016. The deceased,
barely one month after consulting with Dr George,
who recommended the appointment of a
curator bonis
, is then
taken to an attorney to attest to a Will in circumstances where she
was found to be incapable of managing her financial
affairs and had
displayed cognitive decline. Furthermore, R60 000 was recorded
by Dr Thomas to have been misappropriated.
[52]
To my mind, the deceased would have failed the test even
without the expert opinions of
Dr Thomas and Dr George, as Ms Johnson
and the First Respondent confirm that the deceased was displaying
signs of forgetfulness.
To some measure, the First Respondent’s
concession that the deceased was a bit forgetful corroborates the
experts’
findings. Although the First Respondent held the view
that Dr George exaggerated the extent of the deceased’s mental
abilities,
the First Respondent conceded that he was aware that the
deceased had consulted medical practitioners regarding her possible
dementia.
The First Respondent was therefore not forthright with Mr
Kamalie regarding the Respondent’s cognitive decline.
[53]
To add to the further suspicion, Mr Kamalie
testified that the deceased spoke about
her late husband being
employed at Telkom. This is factually incorrect as confirmed by the
First Respondent that his grandfather
was in fact employed at the SA
Post Office. This factual error, in my view, is material and speaks
directly to the testamentary
capacity of the deceased. Furthermore, a
recommendation for the appointment of a
curator bonis
was made
by Dr George on 18 January 2016, prior to them visiting the
Attorneys, based on his finding that the deceased was unable
to
manage her own affairs. The First Respondent’s claim not to
know about this appears implausible as this court is beholden
to
weigh the evidence in its totality. In other words, evidence must be
viewed holistically. Therefore, these factors considered
cumulatively, to my mind, on a balance of probabilities, lead to the
inescapable inference that she would not have had the requisite
testamentary capacity to execute the 2016 Will, bearing in mind that
the test required that:
(a) She should be
of sufficient intelligence;
(b) Possess a
sufficiently sound
mind and memory
;
(c) For her to
appreciate the nature of the testamentary act in
all its
bearings
. [my emphasis]
[54]
Consequently, based on the objective facts proven,
the 2016 Will falls to be declared
null and void. Should I be wrong,
it behoves me to consider the suggestion that she was unduly
influenced in executing the 2016
Will.
Undue
influence
[55]
It
is trite that 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.
[9]
[56]
In dealing with the deceased’s susceptibility to
being influenced, the Applicant
contended that at her advanced age of
84 years, in 2016, and with the deceased having been diagnosed with
dementia, it would have
been easy for the deceased to be influenced
into executing a Will and signing a Deed of Sale. The suspicious and
unexplained circumstances
surrounding these events lend credence, it
was argued, to this inescapable inference. The Applicant contended
that it is thus reasonable
to conclude that this is nothing other
than an opportunistic and underhanded attempt by the Respondents to
have the property transferred
to the First Respondent. To cement this
argument, it was highlighted that the Third Respondent conducts a
business from the property.
[57]
The Respondents argued that the Applicant’s claim
that the deceased could not have
made a Will without knowing what she
was doing or through undue pressure is not supported by probable
evidence. It is however noteworthy
that during cross-examination, Mr
Kamalie stated that he did question the deceased as to why she wanted
to bequeath the immovable
property to her grandson to which she
responded that it was because he looked after her. This explanation
was also given by the
First Respondent during his testimony. He
further stated that the deceased reasoned that the Applicant and the
Third Respondent
own their own immovable properties respectively and
she did not want to see him on the street.
[58]
Mr Kamalie during his testimony could not recall
whether they spoke about movable
assets. It is noteworthy that the
Third Respondent, included in the Liquidation and Distribution
Account that the estate owned
a Mercedes Benz motor vehicle to the
value of approximately R20 000. It was pointed out to the First
Respondent that the deceased
did not mention this vehicle in her 2016
Will. It is also notable that the only persons named as beneficiaries
in the 2016 Will
are the First and Third Respondents, to the
exclusion of the Applicant and the remainder of the siblings. It
therefore beckons
the question whether it is coincidental that the
two persons who accompany the deceased to the attorneys, are the same
persons
who had knowledge of her medical assessment and the
recommendation of a
curator bonis
are the only persons named
in the deceased’s Will. Moreover, the only person’s
identity document number included
in the 2016 Will is that of the
Third Respondent who is also the nominated Executor of the estate.
[59]
Mr Kamalie’s testimony that he would generally ask
those accompanying a testator
not to speak, contradicts his evidence
that “most” of the information was elicited from the
deceased upon an analysis
of the content of the 2016 Will.
Essentially, under the paragraph headed “heirs and
beneficiaries”, the First Respondent
is named the sole and
universal heir of the deceased’s estate. The Third Respondent
is named as the beneficiary of shares
held by the deceased in Public
Companies. It is hardly likely for the deceased to have had knowledge
of this fact and that there
was still funds due to her from her late
husband’s estate which is bequeathed to the First and Third
Respondents equally.
Again, this must be viewed against the evidence
concerning the deceased’s “forgetfulness” coupled
by the fact
that Dr Thomas’ report mentioned that the deceased
had no knowledge of movement of certain funds.
[60]
Mr Kamalie was unaware that the deceased had consulted
with a psychiatrist and neurologist.
This fact ought to have been
disclosed to Mr Kamalie by the First Respondent, who during
cross-examination, confirmed that he had
knowledge that the deceased
was taken to a neurologist and had consulted with Dr George. To my
mind, both the First and Third Respondents
had to have been aware of
this fact as the deceased had an in-hospital assessment. When
this was disclosed to Mr Kamalie,
he remarked during
cross-examination, that had he known the deceased had been diagnosed
with dementia or consulted a psychiatrist
for dementia, he would not
have assisted her in executing the Will because the validity thereof
would be challenged.
[61]
I am therefore fully persuaded, that the Respondents who
accompanied the deceased to Mr
Kamalie’s office would have been
aware of her cognitive decline, as the First Respondent resides on
the property and the
Third Respondent conducts a business from the
property. Furthermore, the fact that the appointment of a
curator
bonis
was recommended because the deceased was found not to be
able to manage her own affairs, should have been brought to the
attention
of Mr Kamalie, who was clearly unsuspecting. Therefore, it
would not be far-fetched to infer that there may have been an agenda
as alluded to by the Applicant in argument.
[62]
The First Respondent refuted the notion that the
deceased was afraid of him and stated
that she was fond of him that
is why he was the one called upon by his grandparents to help them
and look after them. It is my
view that the Respondent’s
argument regarding the undue pressure in the context of the
relationship she had with the First
and Third Respondents is
misplaced as it is apparent that the deceased was vulnerable.
[63]
In my view, it was the deceased’s state of mind
that was taken advantage of and
not that she was pressurised in the
context of being forced to leave the property to the First
Respondent. There is no evidence
that the deceased was mistreated. On
the contrary, it is clear that she had a good relationship with her
family, more specifically
the First Respondent.
[64]
The timing of the 2016 Will being subsequent to the
medical diagnosis and
curator bonis
recommendation, becomes a
crucial consideration. Inasmuch as Mr Kamalie may have formed the
view, based on his observations and
interactions with the deceased as
to the capacity to execute a Will, he was unaware of the deceased’s
medical diagnosis.
He cannot be faulted for proceeding to draft the
Will on what appears to be partial instructions obtained from the
deceased and
the errors and omissions alluded to earlier in this
judgment.
[65]
It would however be remiss of the court not to restate
the trite legal principle that
a testator is free to dictate the
direction which her estate should take upon her death. This is
however not unqualified as the
person making the Will must be
mentally capable of appreciating the nature and effect of his or her
act, which in my view, wasn’t
the case with the deceased, based
on the contextual narrative together with the expert testimony and
reports.
[66]
Though it was argued that there is nothing to suggest
that the First Respondent is not
worthy of inheriting the deceased’s
estate, the Respondents fail to appreciate that the primary
consideration is, in fact,
whether the deceased was capable of
executing the Will in 2016 and 2015, respectively. This court has no
doubt that the deceased
had a close bond with the First Respondent,
but this, in and of itself, is not sufficient to conclude that the
deceased had the
mental capacity to appreciate the nature and effect
of her act. This court is, after all, enjoined to correctly apply the
legal
considerations, which should not be overshadowed by
considerations of the heart.
[67]
The
test distilled in
Banks
v Goodfellow
[10]
,
remains
locus
classicus
:
‘
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?’
[68]
Without rebuttal evidence regarding the deceased’s
mental capacity, I am satisfied,
on a conspectus of the evidence that
the deceased no longer had a disposing mind at the time of executing
the Will in 2016. Consequently,
on a balance of probabilities, I am
of the view that the deceased was at the time of executing the 2016
Will unable to:
(a) Appreciate her
actions;
(b) Recall her
property and interests;
(c) Recall and/or
identify her potential heirs and the claims of her other children and
(d) Make her own
informed executive decision regarding the terms of the Will.
Removal
as Executor
[69]
Section
54, of the Administration of Estates Act
[11]
stipulates as follows:
‘
54
Removal from office of Executor
(1)
An Executor may at any time be removed from his
office-
(a)
by the Court-
(i)
......
(ii)
if he has at any time been a party to an
agreement or arrangement whereby he has undertaken that he will, in
his capacity as Executor,
grant or endeavour to grant to, or obtain
or endeavour to obtain for any heir, debtor or creditor of the
estate, any benefit to
which he is not entitled; or
(iii)
if he has by means of any misrepresentation or
any reward or offer of any reward, whether direct or indirect,
induced or attempted
to induce any person to vote for his
recommendation to the Master as Executor or to effect or to assist in
effecting such recommendation;
or
(iv)
if he has accepted or expressed his willingness
to accept from any person any benefit whatsoever in consideration of
such person
being engaged to perform any work on behalf of the
estate; or
(v)
if for any other reason the Court is
satisfied that it is undesirable that he should act as Executor of
the estate concerned; …’
[my
emphasis]
[70]
The
Applicant placed reliance on
Van
Niekerk v Van Niekerk and Another
[12]
(“Van
Niekerk”)
to
underscore the manner in which an Executor is to exercise its powers
and functions. In this regard, an Executor is obliged to
exercise his
or her powers
bona
fide
and
with a measure of objectivity. It is trite that it is undesirable for
a person to act as Executor if
inter
alia
:
(a)
there is a conflict of
interest between the personal interests of the Executor and the
estate
[13]
;
(b)
the Executor is incapable
of behaving in a fair and impartial manner towards creditors and/or
heirs in the estate
[14]
;
(c)
It is apparent from the
Executor’s conduct that it is their purpose and intent to use
their office to resist all claims, or
all claims from a particular
source, irrespective of their merits and without any fair-minded
consideration thereof;
[15]
(d)
the Executor conducted
him or herself in such a manner that it actually imperils his or her
proper administration of the estate.
[16]
[71]
Whilst these aforestated principles do not constitute a
closed list, it is noteworthy
that the Second Respondent was not
called to testify during the proceedings. As previously stated, no
expert evidence in rebuttal
was led by the Respondents to gainsay the
evidence of Dr George, coupled with the fact that the MOCA test
result was not placed
in dispute.
[72]
The Applicant submitted that the Second Respondent must
have been aware of the mental
capacity of the deceased, and
notwithstanding supported and perhaps advised the First Respondent in
the various attempts to secure
the property for the First Respondent.
In addition, it was contended that the Second Respondent is faced
with a serious conflict
of interest in that the future housing of his
business is under threat. Evident from the Liquidation and
Distribution Account compiled
for the joint estate, it was
highlighted that there are little or no cash assets available to
cover the administration thereof.
It is the Applicant’s
contention that the Respondents are in cahoots and have acted in an
underhanded manner, which renders
it undesirable for the Second
Respondent to continue with the administration of the estate of the
deceased.
[73]
It is however apposite to state that the Second
Respondent was duly appointed by
the Tenth Respondent which
appointment was not challenged by any of his seven siblings. The
Respondents contended that the Second
Respondent had no motives to
influence the deceased.
[74]
The
matter of
Pexmart
CC and Others v H. Mocke Construction (Pty) Ltd and Another
[17]
is
instructive on the aspect of a litigant’s failure to call
available witnesses.
‘
It
is true that this court in Munster Estates (Pty) Ltd v Killarney
Hills (Pty) Ltd
1979 (1) SA 621
(A) at 624B-F, enunciated that its
earlier decision in Elgin Fireclays Ltd v Webb
1947 (4) SA 744
(A),
did not lay down a general and inflexible rule to be applied without
more in every case, that an adverse inference is to be
drawn where a
party fails to call as a witness one who is available and able to
elucidate the facts. Whether such an inference
is to be drawn will
depend on the facts peculiar to the case in which the question
arises. In Munster this court had regard to
the circumstances which
justified the adverse inference. During the course of the plaintiff’s
case it was indicated that
the witness would be called. This court
held that to say that the witness was ‘equally’
available, was to ignore the
realities, particularly if the
association was taken into account. The witness not called was also
clearly able to elucidate the
facts. He was the most knowledgeable of
the plaintiff’s representatives on a material aspect. This
court also took into account
that, during the course of the
plaintiff’s case, contradictory evidence had been led which
could have been clarified had
the witness been called. It held that
the probable reason for not calling him as a witness was that it was
feared that his evidence
would expose facts unfavourable to the
plaintiff’s case.’
[18]
[75]
In
casu
, there was no indication that the Second
Respondent was not available to testify. The Third Respondent in his
capacity as Executor,
(the Second Respondent), holds a fiduciary duty
to act in the best interest of the estate and its beneficiaries.
Therefore, the
Second Respondent is to be held to the highest
fiduciary standard of care. Given the highlighted discrepancies
elucidated during
the hearing, it would have been expected of the
Second Respondent to provide explanations.
[76]
The
person best placed to assist the court in this regard would be the
Second Respondent himself. The Respondents incorrectly, in
my view,
identify the challenged conflict of interest to suggest the
Applicant’s disagreement “with how the Second
Respondent
proceeded with the winding up process”.
[19]
My understanding of the Applicant’s argument goes to the fact
that it is uncontroverted that the Third Respondent conducts
his
business from the property in question which implies that he may have
a vested interest to the extent that there is a conflict
of interest.
[77]
Furthermore, the Second Respondent too in my view, had
to have been aware of the deceased’s
visits to the doctors and
significant memory loss. The mere fact that the appointment of a
curator bonis
was recommended because the deceased could no
longer manage her own financial affairs is a critical factor in my
view. The Third
Respondent assisted Mr Kamalie in identifying the
deceased’s assets as it was evident that she was unable to
recall the same.
This, the Respondents argued was because the Third
Respondent would have been privy to or required verification from the
Third
Respondent, who was also the Executor of the deceased’s
late husband’s estate.
[78]
Though this may be true, his presence during the
consultation with Mr Kamalie and the
deceased should have triggered
an alarm when the deceased incorrectly stated that her late husband’s
place of employment
was Telkom and not SA Post Office. The Mercedes
Benz motor vehicle appears to not have featured during the
consultation, based
on Mr Kamalie’s evidence and the notable
absence of the asset in the 2016 Will. As an Executor, the Second
Respondent is
legally obliged to exercise due care and diligence by
avoiding any actions that could put the estate at risk. His fiduciary
obligation
enjoins him to be impartial. Thus, his silence at the
Attorneys office regarding the deceased’s memory loss and
curator bonis
recommendation, in my view, had to be explained.
[79]
The
authorities are clear that an adverse inference must be drawn if a
party fails to testify or produce evidence of a witness who
is
available to elucidate the facts. The court in
Shishonga
v Minister of Justice and Constitutional Development and Another
[20]
made
it abundantly clear ‘
that
this failure leads naturally to the inference that he fears that such
evidence will expose facts unfavourable to him’.
[21]
[80]
It
is trite that the court’s approach regarding an application for
the removal of an Executor is premised on the interests
of the estate
and those of the beneficiaries.
[22]
It is settled law that sufficient cause must exist for the
removal of an Executor. It must therefore be apparent that the
particular circumstances of acts complained of are as contemplated in
Section 54
(supra)
.
[81]
The
aforementioned aspersions that were cast on the Second Respondent, in
my view, demonstrate sufficient cause to justify a court-ordered
removal of the Second Respondent as the Executor.
[23]
However, a decision in this regard is rendered moot if the 2016 Will
is declared invalid as the decision in this regard falls to
the
Master. In light of the conclusion to which I have come, the Second
Respondent should hold the further administration of the
estate in
abeyance, pending the appointment of a new executor for the deceased
estate as the effect of the outcome of this matter
will have changed
the status of the deceased estate.
The setting aside of
the 2015 Will
[82]
The
viva voce
evidence of the First Respondent
revealed that he was requested by his legal representative, during a
consultation, to hand in
any documents that would relate to the
matter, which led to the discovery of the 2015 Will, approximately 5
months prior to the
hearing. The Applicant, as part of the relief
sought, requested that the court declare under alternative relief in
prayer 2 of
the notice of motion, the alleged Will of 7 January 2015
invalid. This court is required to make a determination on the
authenticity
of the alleged 2015 Will as well as the mental capacity
of the deceased to execute the said Will as per the order taken by
agreement
between the parties on 22 May 2024.
[83]
The Respondents claim that it was at all times the
intention of the deceased that the
First Respondent should inherit
her property as she had on 7 January 2015, executed an earlier Will
wherein the same intention
was recorded. They contended that even if
there was evidence to discredit the 2016 Will, there would still be
no legal justification
for an order that the deceased died intestate,
because prior to executing the 2016 Will, the deceased had executed
the 2015 Will.
[84]
In considering the authenticity of the 2015 Will the
testimony of the First Respondent
is pivotal. During
cross-examination, the First Respondent was referred to the Joint
Will which was executed by the deceased and
her late husband on 4
September 2014. He was requested to compare it with the Will of the
7
th
of January 2015. After performing this exercise, he
conceded that the main subject matters contained in both Wills
followed categorically
and that the wording was substantially
similar, notwithstanding the fact that the Joint Will was drafted by
Attorneys and the 2015
Will was overtly drafted by a layperson.
The Applicant reasoned that this means that the drafter of the 2015
Will must have
copied the layout and wording of the Joint Will with
minor deviations.
[85]
Furthermore, it was also illuminated during
cross-examination that even on a layperson’s
examination of the
purported signature of the deceased appended to the 2015 Will, it
looks significantly different to that in the
Joint Will. It was
submitted that no explanation was proffered by the First Respondent
in this regard. The Applicant contended
that the Respondents’
involvement in drafting the 2015 Will is supported by the fact that
their identity numbers are included
therein. Although it was pointed
out that the signatures to a layperson’s eye, looked different,
the Applicant failed to
challenge same by way of a handwriting
expert. Of further significance is the proposition that was put
to the First Respondent
to the effect that it would logically follow
that the only ones that would have drafted the 2015 Will and caused
the deceased to
sign it would have been those who stood to benefit
from it. This suggestion was vaguely denied by the First Respondent.
[86]
It is noteworthy that Dr Thomas, at the end of her
report penned an addendum wherein it
was recorded that ‘
Mrs
Johnson was admitted for the duration 28/09/2015 to 29/09/2015 for
further investigation of her problem of cognitive decline.’
The following recordal as a comment under, “special
investigations” pursuant to the MRI brain scan was made:
‘
No lobar
strophy. Diffuse which matter features suggest small vessel
insufficiency – in the appropriate clinical context,
these
changes may be consistent with multi-infarct dementia
.
No structural pathology or collection…’
[my emphasis]
[87]
Dr Thomas concluded that given the profile of the MRI,
the patient likely had cognitive
decline due to small vessel disease.
She further opined that the dementia is irreversible but further
decline can be halted by
optimising blood pressure control and
treating diabetes (if present). Dr George also opined that the same
loss of mental capacity
that was present in 2016 would have been
prevalent in January 2015 due to the slow degenerative nature of
vascular dementia.
[88]
The First Respondent conceded that the deceased could
not have been the drafter of the
2015 Will as she did not have access
to a computer or typewriter. In fact, it came to light that there was
no computer or printer
in the home and neither could the deceased
type the Will. The First Respondent conceded that there was no
indication that the document
was prepared by a professional.
[89]
I am therefore of the view that the authenticity of the
2015 Will was not proven. In terms
of the mental capacity of the
deceased as at 2015, Ms Johnson’s evidence, which stands
unabated suggested that the deceased’s
cognitive decline was
already evident in January 2015 subsequent to her late husband’s
passing. This is supported by the
independent experts whose evidence
now stands as common cause admissions, more particularly the MOCA
score of 13/30. It was also
evident that her late husband handled all
the household affairs while he was alive. These considerations
collectively, bring
into question the authenticity and the mental
capacity of the deceased at the time of executing the 2015 Will.
[90]
Should
I be wrong in coming to this conclusion, I am of the view that the
court’s approach in
Kirsten
v Bailey
(supra)
finds application. In
that matter, a
testatrix
made
three
Wills
.
In the first and third, Bailey was nominated as the
sole
beneficiary
of
her
estate
;
in the second will, Kirsten was nominated as the sole beneficiary.
Kirsten
challenged
the
validity of the third will. The
court
held
that Bailey had led the testatrix to believe that he would leave her
unless she appointed him her sole
heir
.
Thus, Kirsten had proved that the testatrix was
unduly
influenced
and
accordingly lacked the requisite capacity. The testatrix therefore
was held to have died
intestate
.
The effect of the
ruling
is
that if a court declares the last in a series of wills to be
invalid
ab
initio
,
the deceased is deemed to have died intestate. The court will not
give effect to an earlier will, as it had already been revoked.
[91]
In
casu
, the 2016 Will would have revoked all
former Wills and Codicils. Therefore, by declaring the 2016 Will as
being the last in a series
of Wills to be invalid
ab initio
,
the deceased is deemed to have died intestate.
Setting
aside of the Transfer of the property
[92]
It is noteworthy that the First Respondent initially
spoke about the property being donated,
but the First Respondent
confirmed that a deed of donation was not concluded. The First
Respondent confirmed that a Deed of Sale
containing a purchase price
was concluded, which purchase price was never paid.
[93]
When questioned regarding whether the First Respondent
still had a copy of the actual
agreement, he indicated that he would
have to look for it and that it should be amongst his other documents
at home. These documents
were never produced. He was unable to say
whether the documents were attached to the application papers for the
setting aside of
the transfer.
[94]
It is noteworthy that the Agreement of Sale which was
entered into between the deceased
and the First Respondent on 20
November 2017, was declared null and void and set aside on 9 April
2019, by Justice Boqwana, as
she then was, under case number
20533/2018. The Registrar of Deeds was directed to take the necessary
steps to de-register the
property by removing the name of the First
Respondent, such that the registration of the property and ownership
thereof revert
to the name of the deceased.
[95]
According
to WinDeed, the property was registered in the name of the First
Respondent on 16 September 2021.
[24]
The Eleventh Respondent reported that as at 13 October 2023, the
property was registered in the name of the First Respondent. The
property is still currently registered in the name of the First
Respondent.
Conclusion
[96]
For the reasons already stated I find, on a balance of
probabilities that the deceased
did not have the mental capacity to
appreciate the nature and effect of her act when executing the Wills
in 2016 and 2015 respectively.
Both Wills are accordingly declared
void
ab initio
. In any event, in applying the reasoning of
Kirsten v Bailey
(supra),
the 2015 Will and all
other Wills preceding the 2016 Will, were already revoked by
operation of the 2016 Will at the time when it
was executed. The
effect of this ruling is that the deceased is now deemed to have died
intestate.
[97]
To my mind, this would be a sensible and just outcome in
what can only be described as
the “Battle of the Wills”.
The principle of fairness, ought to be applied which in my view
will best serve the
interest of the estate and the beneficiaries by
declaring the deceased estate to be administered in terms of
intestate succession.
[98]
The
effect of this order requires that the status
quo
ante
be
restored. It therefore follows that the transfer of Erf 1[…]
Cape Town to the First Respondent that took place on
16 September
2021, must be set aside.
Since
the deceased is now deemed to have died intestate, I am of the view
that the Second Respondent should be removed as the executor
by the
Master of the High Court as Section 54(1)(b)(i) of the Administration
of Estates Act therefore finds application.
[25]
The
intestate heirs of the deceased estate will in due course be called
upon to nominate an Executor of their choice.
Costs
[99]
It is trite that costs ordinarily follow the result.
However, in light of the conclusion
to which I have come, I deem it
appropriate that each party bears their own costs.
Order
[100]
Having heard
viva voce
testimony, Counsel for the
Applicant and Counsel for the Respondents, and having read the papers
filed of record, the following
order is made:
1. The
Will of Marion Johnson executed on 9 February 2016 is hereby declared
null and void;
2. The
transfer of Erf 1[…] Cape Town to the First Respondent on or
about 16
th
September 2021, is hereby set aside;
3. The
estate of the late Marion Johnson is to be administered in terms of
intestate succession;
4. The
Tenth Respondent is directed to appoint a new executor of the
deceased estate;
5. The
Second Respondent shall hold the further administration of the estate
of the deceased in abeyance pending
further directives of the Master
of the High Court;
6. A
copy of this order is to be served on the 10
th
and 11
th
Respondents, within seven (7) days from the date of this order;
7. Each
party is directed to bear their own costs.
P
D ANDREWS
Acting Judge of the High
Court of South Africa Western Cape Division, Cape Town
APPEARANCES:
Counsel for the
Applicant:
Advocate A Walters
Instructed
by:
MZ Solomon Attorneys
Counsel for the 1
st
,
2
nd
& 3
rd
Respondents:
Advocate B Ndluli
Instructed
by:
Legal Aid South Africa
Heard
on:
12
November 2024
Delivered:
19 February 2025 – This judgment was handed
down electronically
by circulation to the parties’ representatives by email.
[1]
Kunz
v Swart and Others
1924
AD 618.
[2]
The
Wills Act 7 of 1953
.
[3]
1976
(4) SA 108 (C).
[4]
See
also
Banks
v Goodfellow
1870
LR 5 QB 549 and
Naidoo
NO & Another v Crowhurst NO & Others
2010
(2) All SA 379
(WCC) where the court held:
‘
The
main element of the test for deciding the question of testamentary
capacity that emerge are the following: at the time of
making the
will the testator must have been capable of comprehending the nature
and extent of his property, of recollecting and
understanding the
claims of relations and other upon his favour or upon his
property and of forming the intention of granting
each of them the
share in the property set out in the will or excluding them from any
share of his property as the case may be.’
[5]
2000
(1) SA 1
(CC) at paras 61 – 63.
[6]
Marnewick
SC, ‘
Litigation
Skills for South African Lawyers’
,
(4
th
Ed.)
LexisNexis (2019) at page 343; Pretorius, ‘
Cross-Examination
in South African Law’
Butterworths
(1997) at pages 89 – 92.
[7]
Act
No. 25 of 1965.
[8]
1988
(4) SA 213 (D)
[9]
Spies
NO v Smith en Andere
1957
(1) SA 539 (A).
[10]
1870
LR 5 QB 549.
[11]
Act
66 of 1965.
[12]
2011
(2) SA 145
(KZP), para 11.
[13]
Grobbelaar
v Grobbelaar
1959
(4) SA 719
(A);
Reichman
v Reichman and Others
2012
(4) SA 432 (GSJ).
[14]
Van
Niekerk, para 25.
[15]
Van
Niekerk, para 12.
[16]
Oberholster
NO and Others v Richter
2013
(3) All SA 205
(GNP) at para 17.
[17]
(159/2018)
[2018] ZASCA 175
;
[2019] 1 All SA 335
(SCA);
2019 (3) SA 117
(SCA)
(3 December 2018) at para 69.
[18]
See
also, PJ Schwikkard
et
al
‘
Principles
of Evidence, Second Edition’, (2002) at page 513:
"A
party's failure to call available witnesses may in exceptional
circumstances lead to an adverse inference being drawn
from such
failure against the party concerned. The extent to which such an
inference can be drawn will depend on the circumstances
of the case.
The Court should, inter alia, consider the following: Was the party
concerned perhaps under erroneous but bona fide
impression that he
had proved his case and that there was therefore no need to have
called the witness? Is there a possibility
that the party concerned
believed that the potential witness was biased, hostile or
unreliable?"
[19]
Respondents
Heads of Argument, para 38, page 11.
[20]
2007
(4) SA 135 (LC).
[21]
At
para 112.
"The
failure of a party to call a witness is excusable in certain
circumstances, such as when the opposition fails to make
out a prima
facie case. But an adverse inference must be drawn if a party fails
to testify or produce evidence of a witness who
is available and
able to elucidate the facts, as this failure leads naturally to the
inference that he fears that such evidence
will expose facts
unfavourable to him, or even damage his case. That inference is
strengthened if the witnesses have a public
duty to testify."
[22]
Die
Meester v Meyer en Andere
1975
(2) SA 1
(T) at 17F;
Constitutional
Court in Gory v Kolver NO and Others
(Starke
and Others Intervening)
2007 (4) SA 97
(CC) at para 56.
[23]
Katz
and Another v Katz and Others
[2004]
4 All SA 545
(C).
[24]
Application
Bundle, Annexure “A11”, pages 43 – 47.
[25]
‘…
(b) by
the Master—
(i)
if he has been
nominated by will and that will has been declared to be void by the
Court or has been revoked, either wholly or
in so far as it relates
to his nomination, or if he has been nominated by will and the
Master is of the opinion that the will
is for any reason invalid’
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