Case Law[2023] ZAWCHC 172South Africa
M.L.C.B v Master of the High Court and Others (3656/2022) [2023] ZAWCHC 172 (26 January 2023)
Judgment
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# South Africa: Western Cape High Court, Cape Town
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## M.L.C.B v Master of the High Court and Others (3656/2022) [2023] ZAWCHC 172 (26 January 2023)
M.L.C.B v Master of the High Court and Others (3656/2022) [2023] ZAWCHC 172 (26 January 2023)
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sino date 26 January 2023
SAFLII
Note:
Certain
personal/private details of parties or witnesses have been
redacted from this document in compliance with the law
and
SAFLII
Policy
In
the High Court of South Africa
(Western
Cape Division, Cape Town)
CASE
NUMBER: 3656 /2022
in
the matter between:
M[…]
L[…] C[…] B[…]
APPLICANT
AND
THE
MASTER OF THE HIGH COURT
FIRST
RESPONDENT
N[…]
I[…]
SECOND
RESPONDENT
K[…]
C[…]
THIRD
RESPONDENT
J[…]
C[…]
FOURTH
RESPONDENT
JUDGMENT
DELIVERED ELECTRONICALLY ON 26 JANUARY 2023
RALARALA,
AJ
INTRODUCTION
[1]
The applicant is the foster sister and cousin of the late Ms [E…y
D…y C…n],
(“the deceased”)
who
passed away on 18 August 2021, from natural causes. The applicant
seeks an order declaring the contested Will and Testament
of the
deceased to be valid. This is despite the contested Will not being
compliant with the formalities as set out in section
2(1) (a) (ii) of
the Wills Act. The application is in terms of section 2(3) of the
Wills Act 7 of 1953
(“the
Wills Act&rdquo
;)
read with
sections 8(1)
and
8
(4) of the
Administration of Estates Act 66 of
1965
(“the Estates Act”).
[2]
The Master of the High Court, who is the first respondent, is not
contesting the application.
The second respondent is [N…e
I…s], the biological father of the deceased, and a beneficiary
to the deceased’s
estate should the deceased be deemed to have
died intestate. Second respondent is opposing the application. The
third respondent
is [K…e C…n], a nephew and a
beneficiary to the deceased estate, he is not opposing the
application. The Fourth respondent,
[J…e C…n] is the
deceased’s niece and a beneficiary to the deceased’s
estate. She is not opposing the
application.
[3]
In the notice of motion, the applicant seeks and order in the
following terms:
[3.1]
Directing the first respondent to accept the Will of the deceased, as
valid in terms of
section 2(3)
of the
Wills Act.
[3.2
]
Directing the first respondent to remove the second respondent as
executor of the deceased estate.
[3.3]
Directing the first respondent to appoint applicant as the executrix
of the deceased estate and that she be exempted
from providing
security to the Master of the High Court for the due and proper
fulfillment of her duties.
[3.4]
Directing that the costs of the application be paid from the
deceased’s estate.
PRELIMINARY
ISSUES: FILING OF A SUPPLIMENTARY AFFIDAVIT BY THE SECOND RESPONDENT.
[4]
The second respondent filed a supplementary affidavit without
requesting leave of the court, as
envisaged in
rule 6(5)(e)
of the
rules of court. For completeness,
Rule 6(5)(e)
provides:
”
Within 10 days
of the service upon him of the affidavit and documents referred to in
subparagraph (ii) of paragraph (d) of sub rule
(5) the applicant may
deliver a replying affidavit.
The court
may in its discretion permit the filing of further affidavits.
”
(my emphasis)
[5]
The second respondent, filed an answering affidavit and pursuant to
the applicant filing the replying
affidavit, the second respondent
filed a supplementary affidavit. At the hearing of this application,
counsel for the applicant
extensively addressed the issue of the
filing of the supplementary affidavit. Counsel for the applicant
argued and correctly so
in my view, that where further affidavits are
filed without leave of the court, the court can regard such
affidavits as
pro non scripto
. No argument was proffered by
the respondent’s counsel in response to this argument, and
instead, the argument of the second
respondent’s counsel were
confined to the contents of the very impermissible affidavit,
notwithstanding the dereliction by
the second respondent in his
obligation to seek leave of the court, prior to filing a
supplementary affidavit, as contemplated
in
rule 6(5)(e).
[6]
It should be emphasised that, it is imperative that the
well-established general rules, regarding
the number of sets and
sequence of affidavits, should ordinarily be observed as this is in
the interests of the administration
of justice. See
James Brown
&
Hamer (Pty) Ltd (Previously named Gilbert Hamer & Co
Ltd) v Simmons NO,
1963 (4) SA 656
E –F.
[7]
Nonetheless, some flexibility is necessarily permitted upon
solicitation from the litigant desirous
of such indulgence. Even so,
such flexibility is thus exercised and controlled by the court in its
discretion, having regard to
the merits of the case. It is well
acknowledged that in motion proceedings, the norm is that three sets
of affidavits are filed.
Only in exceptional circumstances, and upon
proper explanation by the litigant, as to why a fourth set of
affidavits
would be needed would a court
permit such affidavits to be submitted. In my mind, this would be a
case, where something unexpected
or new emerged from the applicant’s
replying affidavit. See Erasmus:
Superior Courts Practice
Vol
2 pages D1-67, James
Brown supra and Hano Trading CC v JR 209
Investments(Pty) Ltd and Another
2013 (1) SA 161
(SCA)
.
[8]
Self-evidently, the sole discretion, whether or not to allow further
affidavits rests and remains
only with the Court. In
Standard Bank
of SA LTD v Sewerpersadh and Another
2005(4) SA 148 (C) this was
reiterated when the court stated:
“
[13] The
applicant is simply not allowed in law to take it upon himself and
[to] file an additional affidavit …. Clearly
a litigant who
wished to file a further affidavit must make a formal application for
leave to do so. It cannot simply slip the
affidavit into the court
file (as it appears to be the case in the instant matter). I am of a
firm view that this affidavit is
to be regarded as pro non scripto.”
[9]
I thus, align myself with the view expressed by the courts, that
without a request before the
court, for filing of a further
affidavit, in such circumstances the court regard the second
respondent’s supplementary affidavit
as pro
non scripto
,
and it is regarded as such.
[10]
I now turn my attention to two points
in limine
raised by the
second respondent. In addition to the above, the second respondent
raised two additional points
in limine,
First, that the
applicant’s founding affidavit lacks compliance with the
requirements of an affidavit; Second, that the Commissioner
of Oaths
who commissioned the founding and confirmatory affidavits had direct
interest in the matter and thus not impartial, unbiased
and
independent as required in the Regulations Governing the
Administering of an Oath or Affirmation.
[11]
Regarding the first point
in limine,
the applicant denies this
allegation setting out that the relief sought is clear from her
founding affidavit, which states that
the first respondent accepts
the deceased’s Will as valid in terms of
section 3(2)
of the
Wills Act. The
applicant further presented evidence which the second
respondent is not able to dispute, that the purported Will was drawn
by the
deceased. It was argued in the applicant’s heads of
argument that:
”
18 The first
putative point in limine is that Applicant has not made out a case on
her founding papers. This is not a point in limine
but an argument on
the merits which is to be dealt with in argument.”
[12]
It is trite that Affidavits must satisfy the requirements set out in
the Regulations Governing the Administering
of an Oath or
Affirmation, as promulgated in terms of the Justices of the Peace and
Commissioners of Oaths Act 16 of 1963. The
second respondent does not
substantiate as to which of the regulations of Act 16 of 1963 are not
adhered to by the applicant’s
affidavit. The court is thus
placed in a position where it is required to speculate as to the
substance of the point
in limine
. It is settled law that the
court retains a discretion to refuse an affidavit which does not
comply with the regulations. It remains
a question of fact in each
case, as to whether there has been substantial compliance with the
Regulations. The court in this instance
has nothing to rely on in
considering the point raised. Similarly, the applicant is bound to be
confused in any endeavor to deal
with this point
in limine
.
The second respondent’s counsel in the heads of argument does
not pursue this point
in limine.
I am thus of the view that
there is no merit in the first point
in limine
raised by the
second respondent and same must fail.
[13]
Regarding the second point
in limine,
it is clearly set forth
and substantiated, in that the second respondent claims that the
commissioner who administered the oaths
in respect of the founding
and confirmatory affidavits, had direct interest in the matter and
thus was biased and not entirely
independent of the applicant’s
attorney’s office. Regulation 7(1) of the Regulations published
in terms of the Justices
of the Peace and Commissioners of Oaths Act
16 of 1963 governs the administration of an oath, and it is therein
plain that a commissioner
of oaths shall not administer an oath or
affirmation relating to a matter in which he or she has an interest.
This was emphasised
in
Radue Weir Holdings Ltd t/a Weirs Cash &
Carry v Galleus Investments CC t/a Bargain Wholesalers
1998 (3)
SA 677
(E), per Pickering J:
“
C
ommissioner
of oaths who attests an affidavit is required to be impartial,
unbiased and entirely independent of the office where
the affidavit
is drawn.”
[14]
The rational for the rule was expounded in numerous court decisions
over the years. In
Whyte’s Stores v Bridle NO, and Waterberg
Farmer’s Co-op Society and Others
1936 TPD 72
, De Waal JP
expressed that:
“
The object of
the rule in practice is, I think to prevent an attorney from drawing
up a petition and putting, as it were, the words
of the petition in
the mouth of a client, and then himself taking the oath of the
petitioner to that petition.”
[15]
The second respondent avers in their answering affidavit, that the
Commissioner of Oaths to the founding
and confirmatory affidavits
thereto, [C…l v…n d…r W…n] is the
assistant to the applicant’s attorney
and has been for a period
of more than a decade. A Commissioner of Oaths is required to be
unbiased, impartial and entirely independent
of the office where the
affidavits were deposed to. The applicant in reply, argues that
although [C…l V…n d…r
W…n] has been an
assistant to the applicant’s attorney for a number of years,
however, she has been practicing as
an attorney and conveyancer in
Grassy Park, Western Cape since 2021. C…l V…n d…r
W…n], in the confirmatory
affidavit to the replying affidavit,
substantiates the applicant’s argument expressing that she has
been self-employed since
July 2021. In consequence, she has no
interest in the practice of the applicant’s attorney. According
to the applicant, [C…l
V…n d…r W…n] has
no knowledge of, nor any interest in the current matter.
[16]
In my view, the view expressed in
Tambay and Others v Hawa and
Others
1946 CPD 866
at 868
is apposite in the present case
:
“
There is
nothing to indicate that he is interested financially in the results
of this notice of motion, nor is there any suggestion
that the amount
of his salary is dependent in any way upon the fees to be earned in
this matter…Now the word ‘interest’
can be used in
many senses, but I am of the opinion that in this regulation it must
be given a limited meaning. I do not think
those words can mean a
mere social or ethical interest. While perhaps it may be limiting the
words too much to say that they cover
only a direct financial
interest, I am satisfied that they cannot be extended to cover the
remote and indirect interest which an
employee of an attorney had in
the matter dealt with in that office.”
[17]
The second respondent relied on
Radue supra
in which Pickering J, on the facts of the matter held:
“
It seems clear
to me that by entering into an association the attorneys have
established some sort of formal relationship with each
other in
consequence whereof their respective offices are to some extent
connected. In my view the fact that the ambit of such
relationship
might differ widely from case to case is not of importance in the
context of this case. What is of importance is that
the attorneys, by
entering into such association have obviously agreed that some mutual
benefit in relation to the conduct of their
practices be derived by
each from their association. Were this not so no purpose would be
served thereby. By reason of that association
it can therefore
ordinarily be expected that each is concerned to some extent with the
interests of the other. That being so it
cannot be said, in my view
that the office of the one attorney is entirely independent of the
office of the other or that the one
attorney is completely impartial
and unbiased in relation to the affairs of the other. Prima facie
therefore, the requirement of
complete independence is lacking. In
these circumstances an attorney practicing in association with
another attorney has an interest
such as would preclude him or her
from functioning as a commissioner of oaths in respect of an
affidavit drafted by the other attorney.”
[18]
A distinctive feature between the afore-mentioned matters and the
matter at hand, is the evidence of the
actuality, that the
Commissioner of Oaths, when the affidavits were attested to, before
her, was no longer in the employ of, nor
was she in association with
the applicant’s attorney. She has been in private practice for
her own account as an attorney
and conveyancer since July 2021. The
affidavits in question it must be noted, were deposed to in April
2022. It can further be
gleaned from the replying affidavit of the
applicant, that the applicant’s attorney and Ms [V…n d…r
W…n]
are operating their respective practices from different
offices and locations. This fact is not disputed, as it is averred in
second
respondent’s answering affidavit in paragraph 11.2 where
he states:
“
Furthermore
a Commissioner of Oaths is appointed for a particular area and can
only serve in that position within the area for which
he or she is
appointed. [C…l V…n d…r W…n] is appointed
to act as a Commissioner of Oaths in the area
of Grassy Park….”
[19]
This is incongruent to the initial contention that [C…l V…n
d…r W…n], while acting
as Commissioner of Oaths in
April 2022, was in the employ of the applicant’s attorney, C
[G…e] Attorneys whose offices
the second respondent knew were
situated in Mitchell’s Plain. In the absence of any substantial
averment, that the two firms
are not functioning independent of each
other, or are in association with each other, it cannot be concluded
that Ms [V…n
d…r W…n] has interests in the
matter dealt with by her previous employer. In my view, there is
absolutely no evidence
to suggest that the two attorneys have since
Ms [V…n d…r W…n] left applicant’s
attorney’s employ,
forged a professional relationship with each
other’s firms, culminating in a connection in their respective
offices. Nothing
before this Court would elucidate a finding that the
applicant’s attorney and the commissioner of oaths’
offices are
not independent of each other. In my mind, there is no
basis for the notion that Ms [V…n d…r W…n] has
an interest
in the present litigation or is impartial or biased.
[20]
Importantly, courts should ensure that disputes are dealt with on
their merits and that technical defences
that merely cause delays,
should therefore not be accepted by the courts and ought to be
dismissed. See
Nedbank Ltd v Hatting & Others
(unreported
FSB) (case no 4136/2020) delivered on 07/03/2022.
FACTUAL
BACKGROUND
[21]
The deceased resided with the applicant and the applicant’s
family in their erstwhile homestead since
the age of 14 until she was
an adult. At the time of her death in August 2021, she was still
living in the same home with her niece,
the fourth respondent. The
applicant’s parents became the deceased’s foster parents,
pursuant to a Children’s
court proceedings on 19 October 1984,
where a determination was reached by the court, that the deceased at
the time was a child
in need of care and protection. It is common
cause that the deceased had no relationship with the second
respondent in her childhood
and adulthood until the deceased reached
out to the second respondent. The second respondent was also not
considered as part of
the family by the deceased. The deceased only
made sporadic contact with the second respondent when she was already
an adult. Subsequent
to the death of the deceased, on 12 September
2021 the second respondent was invited to a family meeting, after the
deceased’s
employer declared that it would only pay out the
pension it held on behalf of the deceased, upon being satisfied that
she had no
dependents at the time of her death. This led to the
second respondent deposing to an affidavit, stating that he was not
financially
dependent on the deceased. On 21 September 2021, the
applicant lodged the contested Will, a four paged document, titled
“My
Last Will of [E…y C…n],” with the first
respondent. The first respondent adhering to
section 8(1)
and (4) of
the
Administration of Estates Act, rejected
the Will on the basis
that the Will does not comply with
section 2(1)
(a) of the
Wills Act.
This
was a consequence of the Will being signed by the deceased and
two witnesses, only on the last page of the Will. This meant that
the
second, third and fourth respondents would be eligible to inherit
intestate from the deceased’s estate.
[22]
This caused the applicant to contact the second respondent in an
effort to give effect to the deceased’s
last Will and
Testament. The contents of the Will are replicated hereinafter:
[The will has been
retracted for purposes of publication.]
[23]
The following material facts are common cause: Certain discussions
ensued between the applicant, family members
of the deceased and the
second respondent after the death of deceased. Subsequent thereto,
the applicant caused certain documents
to be prepared by her
attorneys, which resulted in the appointment of the second respondent
as executor of the deceased’s
estate. On 18 March 2022, the
first respondent issued a letter in accordance with
section 13
and
14
of the
Administration of Estates Act, approving
second respondent as
executor of the deceased estate. Subsequently, second respondent
sought legal advice and correspondence terminating
any mandate given
to the applicant and any attorneys to act as administrators of his
daughter’s deceased estate was sent
to the applicant. This step
prompted the application before this court.
[24]
It is evident from the applicant’s founding affidavit that the
deceased worked for the City of Cape
Town as an administrative
officer in a supervisory capacity. At the time of her death, she was
unmarried with no children. Pursuant
to the deceased’s last
Will and testament, the applicant, her siblings, the third and fourth
respondents, and other members
of the family as well as charity
groups comprised of orphans, widows and the elderly in the church
that the deceased had attended
stand to benefit from the deceased’s
estate. The main justification for the second respondent’s
opposition to the application
is based on a purported suspicion, that
the applicant is complicit and involved in wrongdoing in connection
with the Will of the
deceased. In amplification of this argument, the
second respondent avers that the applicant does not in the founding
affidavit,
specify who discovered the will. Other
than the issue raised as to who discovered the Will, there is
therefore no factual clarity as to what the real issue is, as the
applicant in the founding affidavit clearly states that two days
prior to the deceased ‘s death, [B…m V…n d…r
S…f] enquired from the deceased whether she had executed a
Will, and the deceased confirmed same, indicating that it was
placed
in her car, which is where the Will was subsequently located. In her
replying affidavit, the applicant provides a response
to the effect
that it was in fact [B…m V…n d…r S…f] who
found the Will, where the deceased had indicated
it to be. [B…m
V…n d…r S…f] in his confirmatory affidavit
validates the same.
[25]
Concerning the second respondent’s further contention that the
applicant failed to furnish examples
of the deceased’s
handwriting to assist this court in determining whether the Will was
executed in the deceased’s handwriting,
the second
respondent admits not knowing what the handwriting of the deceased
looks like, and further concedes that
the applicant is better placed
to pronounce upon such an issue. Meaning that, the second
respondent’s contention that the
deceased did not execute the
Will is baseless and unfounded.
[26]
The second respondent is also unable to contest that the handwriting
on the documents included as Annexure
“MB 11” of the
answering affidavit, which includes diary pages, and a deed of sale
amongst others. The second respondent
is not in a position to dispute
that they are samples of the deceased’s handwriting. It was
argued by counsel for the second
respondent that the signature on the
Will differed from the signature on the deed of sale. In view of the
second respondent’s
confirmation of the lack of knowledge of
the deceased’s handwriting, it was incumbent upon the second
respondent to submit
the Will and the signatures of the deceased to a
handwriting expert if indeed he wanted to impugn the signature of the
testatrix.
[27]
Most significantly, the second respondent does not contend that the
contents of the Will were not the wishes
of the deceased. He
expressed doubt as to the credibility of the witnesses whose
signatures are attested to the Will. It appears
from the second
respondent’s answering papers that the doubt as to the
credibility of the witnesses [G…s M…e]
and [ V... a
M…n] is due to applicant not filing examples of the deceased’s
handwriting. This reasoning in my view,
is disjointed firstly,
because the second respondent presented no compelling facts disputing
that the two witnesses and the deceased
enjoyed a long-term
friendship, since their teenage years. It is thus apparent from their
confirmatory affidavits that they personally
knew the deceased over
30 years. Secondly, it is an unavoidable fact that unlike him, they
are also knowledgeable about the deceased
‘s handwriting, as
asserted in their confirmatory affidavits. Having made the confession
that he himself bears no independent
knowledge as to the handwriting
of deceased, he is therefore, in no position to cast doubt on the
credibility of Ms [M…e]’s
and Ms [M…n]’s
knowledge in this respect. I must point out that these
witnesses also confirmed that the deceased signed the Will in
their presence.
[28]
According to the second respondent, if the Will had been that of the
deceased, he would have been included
therein as a beneficiary, as he
enjoyed a good father-and-daughter relationship.
ISSUES
FOR DETERMINATION
[29]
This court is called upon to determine
firstly,
whether the
contested Will constitutes the Last Will and Testament of the
deceased.
Secondly
, whether this Court can condone the
non-compliance with the provisions of
section 2(1)
(a) (iv), of the
Wills Act in
that the document was signed by the deceased and two
witnesses on the last page only.
[30]
According to the applicant, when she made her own Will in 2020, she
informed the deceased of the process
and steps that she had taken
whilst having been assisted by Standard Bank and advised the deceased
to consider same. The two of
them did not revisit the conversation.
It is
undisputed that the deceased was
healthy when the Will was drawn. Her sudden death was as a result of
complications resulting from
contracting Covid 19. It was two days
before her death that the applicant’s brother, [B…m V…n
d…r S…f]
ascertained from the deceased whether she had
a Will, and the deceased indicated that she did, and it was in her
car. The Will
was subsequently located and found in her car after her
passing.
[31]
The Will is a handwritten document, signed by the deceased and her
two friends as witnesses. The applicant
and the two witnesses to the
Will, in their affidavits, confirm that the Will is in the deceased’s
own handwriting. Of particular
importance, is that in paragraph 6.3.4
of the opposing affidavit, the respondent despite disputing the
handwriting to be that of
the deceased, concedes the fact that the
applicant knows what the deceased ‘s handwriting looks like and
he does not. Moreover,
it is clear from the evidence of the two
witnesses that the Will was that of the deceased. [G…s M…e]
and [V…a
M…n] state in their affidavits, that the
deceased expressly indicated that, she pondered the issue of a Will,
and that the
document they were all signing was the deceased’s
Will which the latter drafted. On my assessment of the evidence, the
deceased
herself had, of her own initiative started the process of
making a Will, and on 25 January 2021, she asked the two witnesses to
attest to it and she signed it in their presence. The concession by
the second respondent, that he has no knowledge of what the
deceased
‘s handwriting looks like, is a clear indication that his
contention, that the handwriting is not that of the deceased
is
largely speculative, baseless and unsubstantiated. Moreover, it
should disqualify him from making such assertions. I am of the
view
that this does not present as a material and genuine dispute,
necessitating the leading of oral evidence as argued by the
second
respondent.
[32]
Furthermore, the second respondent’s claim that he has “a
reasonable suspicion” that the
applicant is participating in a
foul play regarding the deceased’s Will is simply not supported
by any evidence. The applicant’s
action of approaching the
second respondent and informing him of their predicament upon coming
to the realization that the deceased’s
Will was not compliant
with the formalities required in
section 2(1)
(a) of the
Wills Act,
is
a clear demonstration of honesty and integrity. In fact, the
applicant disregarded the fact that the second respondent had no
meaningful
relationship with the deceased in her childhood and most
of her adult life, and acted with transparency, in respect of the
second
respondent. It is a mere suspicion that applicant has
dishonorable intentions, no substantive facts were presented in
support of
this contention.
[33]
The second respondent’s vehement allegations and suspicions,
that most of the friends and family members
including applicant’s
attorney, were misled or induced by the applicant knowingly or
unknowingly, are refuted by the applicant,
as baseless and
irrational. These suspicions are not substantiated with facts.
Applicant dispelled the contention that by having
the second
respondent appointed as an executor of the estate of the deceased,
she was attempting to cheat the second respondent.
The applicant in
her replying affidavit asserts that Mr C [G…e], her attorney
of record, advised the second respondent of
the consequences of the
respondent’s suggestion, that he renounce his benefits if the
deceased’s Will is declared invalid.
[34]
The applicant in her affidavit made averments, setting out the
chronology of events that led to the applicant approaching
the second
respondent, and how the second respondent ended up being appointed as
executor to the deceased’s estate. This
is evidence that
remains uncontroverted. The second respondent also alleged that the
applicant had offered to pay him R40 000 in
exchange for him to
honour the wishes of his deceased’s daughter. The applicant
disputed this allegation. It is the applicant’s
evidence that
the main reason she approached the second respondent was to avoid
burdening the estate of the deceased with legal
costs. The applicant
also asserted that it would not be a sound decision, to offer the
second respondent money in order to facilitate
carrying out the
deceased’s final wishes. My view is that, it is inconceivable
that the applicant would take such a step
while she was in the
position to seek legal advice from her current attorney, whom I might
add, she was already in consultation
with at that stage. Clearly, the
respondent’s approach is abundantly founded in submissions,
which are mostly speculative,
unsupported and based on conjectures.
[35]
As already demonstrated, the second respondent in his answering
affidavit raised a plethora of peripheral
issues which did not
traverse the allegations in the founding affidavit, as it provided no
factual details, specifically dealing
with the applicant’s
averments. Considerably, the second respondent did not traverse the
most crucial and core issue to be
determined being, whether the Will
was executed and signed by the deceased and if she did, whether she
intended it to be her final
will and testament. There is absolutely
no evidence presented by the second respondent to suggest that the
Will is not executed
and signed by the deceased and that she did not
intend it to be her final Will and testament. Perhaps a telling
argument crystalizing
the second respondent’s acknowledgement,
that the Will is that of the deceased with her final wishes, is
demonstrated in
paragraph 7.1 of his answering affidavit where the
following is stated:
“…
Furthermore
as attorney he should not have allowed that I renounced my
inheritance in order to give effect to an invalid last will
and
testament
in order that my daughter’s
wishes can be honored
. It was in fact
the Applicant’s wishes as Applicant and family will benefit
from the annexure’ MB3’.”
[36]
In the face of fictitious disputes raised and concessions made by the
second respondent, it cannot be said
that the second respondent
sufficiently presented any evidence to be classified as material
disputes of fact in this instance.
See
National Director of Public
Prosecutions v Zuma
2009(2) SA 277(SCA).
[37]
I am therefore satisfied that the applicant successfully established
that the handwriting and the signature in the Will is
that of the
deceased.
[38]
I now turn to consider whether the contested Will was intended to be
the Final Will and Testament of the
deceased. It would be proper to
start with detailing the specific provision with the required
formalities in the execution of a
will.
Section 2(1)
(a):
“
(1) Subject to
the provisions of
section 3bis
–
(a) no will executed
on or after the first day of January 1954, shall be valid unless –
(i) the will signed at
the end thereof by the testator or by such other person in his
presence and by his direction; and
(ii) such signature is
made by the testator or by such other person or is acknowledged by
the testator and, if made by such other
person, also by such other
person, in the presence of two or more competent witnesses present at
the same time; and
(iii) such witnesses
attest and sign the will in the presence of the testator and of each
other and if the will is signed by such
other person, in the presence
also of such other person; and
(iv) if the will
consists of more than one page, each page other than the page on
which it ends is also signed by the testator or
by such other person
anywhere on the page ….”
The contested Will is not
in compliance with
section 2(1)(a)(iv)
, hence the applicant is
seeking condonation in terms of
section 2(3)
of the
Wills Act for
not
complying with the above formalities.
[39]
Section 2(3) of the Act provides as follows:
“
If a court is
satisfied that a document or the amendment of a document drafted or
executed by a person who has died since the drafting
or execution
thereof, was intended to be his will or an amendment of his will, the
court shall order the Master to accept that
document, or that
document as amended, for the purposes of the Administration of
Estates Act,1965 (Act no 66 of 1965), as a will,
although it does not
comply with all the formalities for the execution or amendment of
wills referred to in subsection (1).”
[40]
The purpose of the formalities in section 2 (1) is mainly to
introduce a tough curb on wills that are untrue
or counterfeit. Navsa
JA, in
Van der Merwe v Master of the High Court
2010 (6) SA
544
(SCA), on consideration of section 2(3) expressed the following
explanation:
“
By enacting s
2(3) of the Act the Legislature was intent on ensuring that the
failure to comply with the formalities prescribed
by the Act should
not frustrate or defeat the genuine intention of testators. It has
rightly and repeatedly been said that once
a court is satisfied that
the document concerned meets the requirements of the subsection a
court has no discretion whether or
not to grant an order as envisaged
therein. In other words, the provisions of section 2(3) are
peremptory once the jurisdictional
requirements have been satisfied.”
[41]
Apparent from Navsa JA’s reasoning, is that the section confers
no discretion to the court once the
jurisdictional requirements have
been satisfied, conversely, it prescribes that the court directs the
Master of the High Court,
to unquestionably receive the Will, having
satisfied itself that the contents thereof are in truth so intended
by the deceased.
See also
Van Wetten and Another v Bosch and
Others
2004 (1) SA 348
(SCA).
[42]
I now turn to the consideration and, the examination of the contested
Will with the view of determining the
intention of the deceased. The
process of such determination will include the context of the
surrounding circumstances. Ostensibly,
the deceased ‘s Will is
titled “My Last Will of [E…y C…n]” Date 24
Jan 2021. It was argued on behalf
of the applicant that, it is this
ordinary language of the title, the deceased used that makes it plain
that her intent was that
the Will was to be recognized as her ‘last
Will’. The ID no [6. . .1], is the same as reflected in the
deceased’s
ID document and death certificate. Evidently, the
title communicates that the Will is intended to be the last will of
the deceased.
The deceased clearly sets out in the Will, that she
appoints the applicant as the executor of the estate. She further
gives clear
and specific instructions in respect of how her assets
should devolve upon her death.
[43]
The purpose of the Will is clearly specifically stated, that it is to
deal with all her estate in the Republic
of South Africa. In
paragraph 6, she stipulates how the immovable property, her motor
vehicle, pension monies are to be dealt with.
She did not only list
the names of the specific beneficiaries, she included the church, the
elderly, widows and orphans. Significantly,
the second respondent
does not dispute the contents of the Will. From the Will, it is clear
that the deceased did not only bequeath
her estate to the applicant,
but to her family, expressing that the aim is to ensure a fair
distribution of the assets amongst
everyone. The essence of the Will,
represents and depicts the applicant’s description of the
deceased life, and meaningful
relationships. It is clear that the
relationship between the second respondent and the deceased was not
of such significance, as
to render him worthy of a status of an heir.
From her Will, her intentions are undeniably clear, that this was her
last Will and
Testament. This is also confirmed by the witnesses to
the Will, Ms [M…e] and Ms [M…n] in their confirmatory
affidavits,
that the deceased expressed that the document was her
last Will. The only censurable issue is its unsigned first three
pages. The
court is satisfied that the Will as presented by the
applicant was signed by the deceased, and although it was only signed
on the
last page, it represented her true intention as to how her
estate should devolve upon her death. In the circumstances, the Court
condones the non-compliance with the formalities in
section 2
(1)
(a)(iv) of the
Wills Act, and
declares the Will of the deceased as
presented before this Court, as her last Will and Testament. Thus,
the Court finds that there
is no prejudice that would be suffered by
the second respondent as a consequence thereof. Needless to say that
the second respondent’s
opposition proved to be without any
basis.
[44]
Regarding the issue of costs, it is well established that in
consideration of a cost order, the court will
exercise its
discretion.
Ferreira v Levin NO and Others: Vreyenhoek and Others
v Powell NO and Others
[1996] ZACC 27
;
1996 (2) SA 621
(CC). The Court’s
discretion must be exercised judicially. It is well established that
the general rule is that costs follow
the result. However, the
applicant’s counsel in their heads of argument, although
recognizing that the costs should follow
the result, highlighted that
punitive costs were appropriate in that the opposition to the
application is frivolous and or ill
considered, with a lengthy
answering affidavit, which does not set out a defence to the relief
sought by applicant. The applicant
however, reckons that this would
not be what the deceased would have wanted to have happened.
Ultimately, the applicant seeks an
order that the costs be paid from
the deceased’s estate.
ORDER
[45]
In the result, I make the following order:
[45.1] The points
in limine
are dismissed
[45.2] The Will
signed on 25 January 2021, by the late [E…y] [C…n]
(identity number [6…1]) which was
lodged with the first
respondent on 21 September 2021, is declared the Last Will and
Testament of the deceased, despite not being
duly signed on the first
three pages thereof; and
[45.3] That the
first respondent is directed to accept the Will as the Last Will and
Testament of the deceased;
[45.4] That failure
of the deceased to comply with the formalities set out in
section
2(1)(a)(iv)
of the
Wills Act is
condoned;
[45.5] That the Master of
the High Court is authorized and ordered to accept the document as a
Will of the deceased for the purpose
of the
Administration of Estates
Act 66 of 1965
;
[45.6] That the
first respondent is directed to remove the second respondent, as the
executor to the deceased’s estate;
and
[45.7] That the
first respondent is directed to appoint the applicant as executor to
the deceased’s estate as specified
in the Will.
[45.8] The costs of this
application are to be borne by the second respondent including the
costs of counsel.
RALARALA
N
ACTING
JUDGE OF THE HIGH COURT
COUNSEL
FOR THE APPLICANT:
ADVOCATE
MELANIE IPSER
INSTRUCTED
BY:
C
GEORGE ATTORNEYS
COUNSEL
FOR THE SECOND RESPONDENT:
ADVOCATE
BRENDON BRAUN
INSTRUCTED
BY:
JAFFER
AND ASSOCIATES ATTORNEYS
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