Case Law[2023] ZAWCHC 242South Africa
Harper v ABSA Trust Limited N.O. and Others (15794/2022) [2023] ZAWCHC 242 (14 September 2023)
High Court of South Africa (Western Cape Division)
14 September 2023
Judgment
begin wrapper
begin container
begin header
begin slogan-floater
end slogan-floater
- About SAFLII
About SAFLII
- Databases
Databases
- Search
Search
- Terms of Use
Terms of Use
- RSS Feeds
RSS Feeds
end header
begin main
begin center
# South Africa: Western Cape High Court, Cape Town
South Africa: Western Cape High Court, Cape Town
You are here:
SAFLII
>>
Databases
>>
South Africa: Western Cape High Court, Cape Town
>>
2023
>>
[2023] ZAWCHC 242
|
Noteup
|
LawCite
sino index
## Harper v ABSA Trust Limited N.O. and Others (15794/2022) [2023] ZAWCHC 242 (14 September 2023)
Harper v ABSA Trust Limited N.O. and Others (15794/2022) [2023] ZAWCHC 242 (14 September 2023)
Download original files
PDF format
RTF format
make_database: source=/home/saflii//raw/ZAWCHC/Data/2023_242.html
sino date 14 September 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 NO: 15794/2022
REPORTABLE
TARYN-LEIGH
HARPER
Applicant
And
ABSA
TRUST LIMITED N.O.
1st
Respondent
duly
appointed as Executor in the estate of the late
Andreas
Jacobus Frederick Christoffel Bester ito
sections
13 and 14 of the Administration of Estates
Act
66 of 1965
MASTER
OF THE HIGH COURT, CAPE TOWN
2nd
Respondent
CHRISTINA
PETRONELLA MARAIS
3rd
Respondent
REGISTRAR
OF DEEDS, CAPE TOWN
4th
Respondent
ROBERT
PETER GREEN
5th
Respondent
JUDGEMENT
ELECTRONICALLY DELIVERED ON 14 SEPTEMBER 2023
ALLIE, J:
1.
The applicant seeks the following relief, namely,
to:
1.1.
declare the written agreement of sale entered into
between herself and the fifth respondent allegedly acting in his
capacity as
curator bonis
of
the patient at the time, on Andreas Jacobus Frederick Christoffel
Bester, now deceased ( “ the deceased”) for the
purchase
of the immovable property situate at [...] L[...] Street, Elim,
Kuilsriver, Western Cape ( “ the immovable property”)
valid and enforceable; and
1.2.
order that ABSA Trust Limited in its capacity as
executor of the deceased estate of Bester, pass registration of
transfer of the
said immovable property into the name of the
Applicant, subject to payment of all transfer and registration fees
by the Applicant.
2.
Third Respondent, who is a legatee to who the
immovable property was bequeathed, in terms of the Last Will dated 16
October 2009
of the deceased, opposes the application.
3.
The remaining Respondents abide the decision of
this Court.
4.
Henceforth, a reference to Respondent is a
reference to Third Respondent who is the only Respondent that opposes
this application.
5.
It is regrettably necessary to record that the
Applicant’s Counsel filed a Practice Note with the Acting Judge
President of
this Division that does not comply with the Practice
Directions in this Division. More specifically, Practice Direction
no. 43
which specifies how matters, where the papers exceed 200
pages, should be dealt with in a Practice Note so that the matter can
become an early allocation.
6.
The purpose of an early allocation is to grant the
judge seized with the matter sufficient time to read and consider the
papers
where they exceed 200 pages.
7.
In this case, the indexed and paginated papers are
391.
8.
Practice Direction 43 reads as follows:
“
43.
Early Allocation of opposed
matters and filing of heads of argument in all Fourth Division
matters
(1) If any matter on the
continuous roll requires early allocation, the legal representatives
for the plaintiff, excipient or applicant
(as the case may be), shall
after compliance with the provisions of Rule 62 (4),deliver to the
secretary of the Judge President,
not less than seven (7) days
before the date of hearing, the relevant court file, together with a
practice note to that effect, setting out the case number,
the names
of the parties and their legal representatives, and the date of
hearing. Practitioners are reminded that “days”
means
court days.
(2) The practice note
together with the heads of argument must be filed in the court file
prior to the file being presented to the
Judge
President for allocation.
(3) Parties must indicate
which pages should not be read.
(4) Matters will be
deemed to require early allocation, as contemplated above: -
(a) Where the papers
(including annexures) in the matter
exceed 200 pages
; or
(b) Where the issues are
such that the Judge allocated to hear the matter would, in order to
prepare for the hearing, reasonably
need to receive the papers
earlier than he or she would normally do so (that is, the day before
the hearing).
(5) Matters will not be
allocated if the requirements are not met.
(6) Where heads of
argument have been filed electronically and acknowledgement of
receipt via e-mail is not received within two
(2) days, the duty
remains on the person filing the heads of argument to ensure that
such documents were in fact received.”
(emphasis added)
9.
The Practice Note filed on behalf of the Applicant
is dated 28 August 2023 and stamped by the Registrar on 29 August
2023.
10.
The matter was set down for hearing on 4 September
2023, therefore 7 court days before 4 September 2023, would be 24
August 2023.
11.
Applicant’s attorney and counsel failed to
ensure that the Practice Note was filed on 24 August 2023 in
compliance with Practice
Directions no. 43.
12.
Applicant’s counsel failed to mention in the
Practice Note that the pages exceed 200 and instead stated that the
pages exceed
100, thereby creating the impression that the file ought
not to be an early allocation.
13.
I am of the view that since the indexed and
paginated papers are contained in one arch lever file, it ought to
have been strikingly
obvious that the pages exceeded 200 and no
reason has been advanced as to why Applicant’s counsel failed
to mention that
it exceeds 200 pages.
14.
I fail to appreciate the purpose of the Practice
Directions, if they are not being followed by the legal
representatives nor are
compliance with those directions being
enforced by the office of the Acting Judge President.
15.
The conduct described above concerning
non-compliance with Practice Directions, undermines the efficient
administration of justice
in this Division.
Common cause facts
16.
It is not in dispute that he Applicant went to
live with the deceased who cared for her when she was approximately
12 years old
and that she completed her studies in 2009 while living
with the deceased at the immovable property.
17.
It is common cause that the deceased operated a
business at that time and he closed the business in 2011.
18.
The deceased’s two adult children relocated
to New Zealand many years ago.
19.
The deceased and his former wife, Maria Elizabeth
Bester were divorced before the applicant went to live with the
deceased.
20.
After closing his business, the deceased was
diagnosed with dementia.
21.
On 4 September 2015, the fifth respondent was
appointed by the court as
curator bonis
of the deceased subject to the fifth respondent
holding a valid Fidelity Fund certificate.
22.
The Fifth Respondent failed to apply to the Master
of the High Court in terms of section 72 of the Administration of
Estates Act
for the issuing of Letters of Curatorship to him.
23.
According to the Fifth Respondent, a practising
attorney, he did not know that he had to apply for Letters of
Executorship and upon
realising that, he sought to do so after the
deceased had passed away.
24.
The deceased passed away on 3 June 2021.
25.
A different immovable property is bequeathed to
the applicant in terms of the Will.
26.
In the Will, the deceased bequeathed R1000 000 to
each of his two children, R1000 000 to his former wife, R15000 000 to
the third
respondent and R750 000 to his brother.
Applicant’s
allegations
27.
According to applicant since 2009, she took it
upon herself to care for the deceased by doing all the shopping,
purchasing his medication
and preparing meals in the evenings.
28.
During 2012, the deceased allegedly became
forgetful, therefore Applicant took him to a doctor who diagnosed him
with dementia.
29.
During 2013, the deceased’s condition
deteriorated to the point where he could no longer be left alone and
required full time
care.
30.
In April 2013, the applicant allegedly took the
deceased to a mental health care specialist who provided the
necessary note and
later affidavit in support of an application for
the appointment of a
curator bonis.
31.
In June 2013, the applicant employed a full time
live-in nurse at a cost of R5000 per month, for which applicant
allegedly paid.
32.
Thereafter the deceased didn’t want anyone
in his personal space, so the Applicant employed her mother, who had
previously
been in a romantic relationship with the deceased, to take
care of the deceased. Applicant allegedly paid her mother R3000 per
month to do so.
33.
On 4 December 2014, the specialist again diagnosed
the deceased with dementia and recommended that a
curator
bonis
be appointed for the deceased.
34.
During February 2015, the general practitioner
doctor that the deceased usually saw, said that the deceased’s
dementia had
deteriorated over the last 6 months and recommended that
the deceased receive 24 hour care in a specialised environment.
35.
The deceased was moved to various care facilities
such as Klaradyn retirement village between 2014 and 2021 and later
to Huis Marie
Louw in 2021.
36.
The applicant alleges that she paid for all the
care facilities that the deceased was admitted to.
37.
On 31 May 2016, the Applicant concluded a written
agreement of purchase and sale with the Fifth Respondent, in terms of
which she
sought to purchase the immovable property owned by the
deceased.
38.
The purchase price for the immovable property is
stated in the agreement as being R1361 000,00 less a purported value
of a usufruct
in favour of the deceased of R726 223,61, leaving a
cash portion of R634 776,39 of which Applicant is alleged to have
paid R150
000 already as at the date of execution of the agreement,
leaving a balance of R484 776, 39.
39.
The Fifth Respondent signed a letter on 16 October
2021, stating that the Applicant had paid the full purchase price of
R634 776,39.
40.
Applicant alleges that she paid the full purchase
price over a period of years stretching from 2009 until 2021 when the
deceased
passed away by paying certain expenses for the deceased.
41.
That allegation amounts to a period of 12 years in
which the Applicant allegedly paid all the deceased’s expenses.
42.
As proof of those payments, applicant annexes her
own summary of amounts paid without primary source vouchers and
without her bank
statements reflecting that she had paid expenses to
the value of R634 776, 39.
43.
The agreement of sale contains the following
suspensive conditions:
“
3
SUSPENSIVE
CONDITION
This Agreement is
subject to the suspensive condition that the Master of the High Court
approve the purchase of the immovable property
by the Purchaser on
these terms and conditions:
3.1 Should such
approval of the Master of the High Court be granted within 30
(thirty) days of signature hereof by the last signatory,
or within
such further period as allowed by the SELLER in his exclusive
discretion, the SELLER shall be entitled, but not obliged,
by means
of written notice addressed to the PURCHASER to declare this sale as
cancelled.
3.2.
In the event of either party giving notice to
the other party as provided for above for cancellation of the
Agreement, the Parties
shall be placed in the same position as they
were prior to this agreement and shall have no claim the one against
the other, except
that the PURCHASER shall be liable for the costs of
this Agreement of Sale and to … (indistinct) … as
provided for
in this Agreement, for the period …(indistinct) …
occupation of The Property, and for any damage caused by through
the
Purchaser to The Property.
3.3 The PURCHASER
shall sign forthwith all documents and take all stepsnecessary in
respect of such application for the aforementioned
loan immediately
after signature of this AGREEMENT. Should the PURCHASER fail to do
so, such default shall amount to a breach of
this AGREEMENT, and in
such event the SELLER is, in addition to her remedies in terms of
this AGREEMENT, irrevocably and in rem
suam authorized to complete
and sign all documents and applications to any financial institution
as the case may be in respect
of an application for a loan on behalf
of the PURCHASER on conditions no less favourable than the terms and
conditions on which
loans for similar purposes are being granted
currently by financial institutions. Should such a loan be granted,
the SELLER is
authorized to accept the terms and conditions of any
such loan on behalf of the PURCHASER.
3.4 In the event of
this Agreement being cancelled as provided for in Clause above, the
Purchaser shall not be entitled to any compensation
for any
improvements made by her to The Property while in occupation thereof
in terms of this AGREEMENT.
3.5 This suspensive
condition shall be deemed to have been fulfilled as soon as the
Seller has received confirmation from the Master
of the High Court
that this purchase in terms of a contract envisaged in Section 1 of
the Alienation of Land Act, Act 68 of 1981,
as amended.
3.6 The suspensive
conditions contained in Clauses 3.1, 3.2, 3.3, 3.4, 3.5, 3.6 and 3.7
are of the benefit of the PURCHASER who
may at any time before the
time and the date stipulated for fulfilment thereof, waive same.
3.7 Unless the
suspensive conditions have been fulfilled, or waived within their
respective periods, the provisions of this agreement
will fall away
and be of no further force or effect, and neither party shall have
any claim against the other in terms hereof or
arising from the
failure of the suspensive conditions.”
44.
The applicant alleges that because paragraph 3.6.
of the Suspensive Conditions in the Agreement states that they
are in favour
of the purchaser, she is entitled to waive compliance
with the suspensive conditions and she alleges that she did so
tacitly.
45.
Applicant alleges further that the written
agreement remains valid and enforceable as there is no need to comply
with the suspensive
conditions.
46.
Applicant didn’t transfer the property into
her name as she did not deem it necessary.
47.
Applicant also alleges that the deceased gave her
a General Power of Attorney on 17 May 2013.
Applicable Law
48.
Section 71(1)
of the
Administration of
Estates Act 66 of 1965
expressly provides that:
“
(1)
No person who has been nominated, appointed or assumed as provided in
section seventy-two shall take care of or administer any
property
belonging to the minor or other person concerned, or carry on any
business or undertaking of the minor or other person,
unless he is
authorized to do so under letters of tutorship or curatorship, as the
case may be, granted or signed and sealed under
this Act, or under an
endorsement made under the said section
.”
49.
Section 72(1) (d) provides that:
“
(1)
The Master shall, subject to the provisions of subsection (3) and to
any applicable provision of section 5 of the Matrimonial
Affairs Act,
1953 (Act 37 of 1953), or any order of court made under any such
provision or any provision of the
Divorce Act, 1979
, on the written
application of any person-
…
(d) who has been
appointed by the Court or a judge to administer the property of any
minor or other person as tutor or curator and
to take care of his
person or, as the case may be, to perform any act in respect of such
property or to take care thereof or to
administer it; and…
grant
letters of tutorship or curatorship, as the case may be, to such
person
”
50.
Section 80 (1) of the Act provides as follows:
“
80
(1) No natural guardian shall alienate or mortgage any immovable
property belonging to his minor child, and no tutor or curator
shall
alienate or mortgage any immovable property which he has been
appointed to administer, unless he is authorized thereto by
the Court
or by the Master under this section or, in the case of a tutor or
curator, by any will or written instrument by which
he has been
nominated.
”
51.
The
approach to interpretation was significantly altered since
Natal
Joint Municipal Pension Fund v Endumeni Municipality
[1]
where it was held as follows:
“
In
the interpretation of statutes, consideration must be given to the
language used in the light of the ordinary rules of grammar
and
syntax; the
context
in which the provision appears;
the apparent
purpose
to which it is directed; and the
material known to those responsible for its production. When more
than one meaning is possible
each possibility must be weighed in the
light of all these factors. The process is objective, not subjective.
A
sensible
meaning
is
to be preferred to one which leads to insensible or
un-businesslike
results or undermines the apparent purpose of the provision.
The approach requires that 'from
the outset one considers the
context
and the language
together,
with neither predominating over the other '
”
(emphasis added)
52.
In
Bouwer
NO v Saambou Bank Bpk,
[2]
Hartzenberg J, in discussing the purpose of section 71 (1), found
that the legislature was mindful of the fact that a curator who
administers the estate of another, could be subjected to the
temptation to misappropriate the assets of the patient, therefore
the
legislature intended in section 71(1), to protect the patient or
de
cujus
as
well as the curator. The court then goes on to find that purpose of
the section is not to protect innocent third parties who
have no
knowledge of the true position of the curator who has not been issued
with Letters of Curatorship, but to protect the interests
of the
de
cujus
.
53.
On behalf of Applicant, it was argued that
Bouwer’s case is not binding authority because it is the
decision of a single judge
in another Division of the Court. It was
also argued on behalf of applicant that Bouwer is distinguishable
because the court order
appointing the curator in that case included
a condition that the curator provide security and section 77 of the
Act found application.
54.
What the Applicant’s counsel however fails
to appreciate is that the finding concerning the purpose of section
71(1) stands
totally separate from the finding concerning section 77
and therefore the issue of provision of security is irrelevant and
unrelated
to the dictum concerning section 71(1).
55.
The
full bench in
De
Wet NO v Barkhuizen and Others
[3]
the court applied the dictum concerning interpretation as set out in
Endumeni
and
relied on the purpose of section 71(1) as concluded in
Bouwer
.
The Court held that purpose of section 71 (1) is to ensure that no
person, even a duly appointed curator bonis, may perform any
act
which would place at risk the property or interests of the
de
cujus
.
The court went on to support the finding in
Bouwer
that
any act performed contrary to the provisions of section 71(1) of the
Act was a nullity.
56.
While Bouwer and De Wet are indeed not
binding authority for this Court, but have persuasive value, the
interpretation of the purpose
of section 71 (1) set out in them,
accords with provisions of the Act that apply to curators.
57.
Section 85 of the Act makes certain sections that
apply to executors of deceased estates applicable to curators. Those
sections
are 24, 26, 28 and 36,
subsection (2) of section 42, sections 46 and 48, subsection (2) of
section 49 and sections 52, 53,
54 and 56.
58.
Section 81 emphasizes the intention of the
legislature to protect the property of the
de
cujus
and keep all alienation of
property at arms’ length or subject to oversight by the Court
or the Master, by declaring a purchase
by a curator, of property
administered by a curator void unless the Court or the Master has
consented thereto.
59.
Section 80 also subjects the alienation of
property belonging to the
de cujus
subject to the master or the Court’s
oversight.
60.
Section 78(1) creates an obligation on a
curator to lodge within 30 days of his appointment, an inventory
setting out all
the property to be
taken care of or administered by him.
61.
Section 77 (5) provides that where there is
any default by any curator in the proper performance of his
functions, the
Master may enforce the security and recover from such
curator or his sureties, the loss to the person under curatorship.
62.
Section 78(2) prohibits the alienation of property
by a curator if that property has not been included in the inventory.
63.
Section 26 that specifically refers to executors
but also applies to curators by virtue of section 85 mentioned above,
provides
that a curator also “
shall
take into his custody or under his control all the property, books
and documents in the estate and not in the possession of
any person
who claims to be entitled to retain it under any contract, right of
retention or attachment ”
64.
The sections of the Act applicable to curators
makes clear that the purpose, role and function of a curator bonis,
inter alia
,
is to protect the interests of the
de
cujus
and that he must do so with
utmost good faith and act in the interests of the
de
cujus
only.
65.
In so applying, the clear meaning and the
contextual and purposive approach of interpretation, section 71 (1)
has one purpose only,
namely to protect the interests of the
de
cujus
.
66.
It is also apparent from the manner in which the
Fifth Respondent dealt with the immovable property, his subsequent
letter declaring
the full purchase price to have been paid without
any reasons or evidence provided in support therefor, his failure to
open a separate
bank account and to take control of the property of
the
de cujus
and
his willingness to act in accordance with the interests of the
Applicant as opposed to the interests of the deceased, that he
did
not fulfil his statutory obligations in terms of the Act nor can the
Applicant be considered to be an innocent third party
who had no
knowledge of the fact that the Fifth Respondent did not discharge his
duties as aforesaid.
67.
The suspensive conditions contained in the
agreement of sale, largely follow the provisions of section 80(1).
68.
Section 80 (1) on its plain terms, is a protection
of the interests of the estate of the
de
cujus
by compelling the Master or the
Court to have oversight before any immovable property can be validly
alienated.
69.
The suspensive condition in 3.1. makes no
grammatical sense unless it is meant to convey that: should such
approval by the Master
of the High Court
NOT
be granted within 30 days… the Seller
shall be entitled but not obliged ….to declare the sale as
cancelled.
The emphasized word having been read in, then and only
then does the clause make sense. The provision would in that event
clearly
be one for the benefit of the Seller because it gives him an
election to cancel.
70.
Nonetheless, on behalf of the Applicant it was
argued that it is a term for the benefit of the Purchaser.
71.
Clause 3.6 provides that all the suspensive
conditions are for the benefit of the Purchaser who may elect to
waive compliance with
them.
72.
Clearly parties cannot create and prescribe to the
courts, new law in their agreements.
73.
Clause 3.2 provides for restitution and placing
each party in the position it would have been in had the contract not
been entered
into, in the event that either party cancels the
agreement. That is clearly a provision for the benefit of both Seller
and Purchaser.
74.
Clause 3.3. compels the Purchaser to sign all
documents necessary to make application for a loan and if she fails
to do so the Seller
can do so on her behalf. That is also a term for
the benefit of the Seller not the Purchaser.
75.
Clause 3.4. provides that if the agreement is
cancelled the Purchaser shall not be entitled to payment for any
improvements she
had made to the property. That provision clearly
protects the Seller and is not for the benefit of the Purchaser.
76.
Clause 3.5 provides that the suspensive conditions
are deemed to be fulfilled as soon as the Seller receives
confirmation from the
Master that the agreement is in accordance with
the law. That may be construed as being for the benefit of the
Purchaser, in that
the Seller would not be able to cancel the
agreement if the Master approves it and the Purchaser has fulfilled
her obligations
under the agreement.
77.
Clause 3.6 has been considered above.
78.
Clause 3.7. provides that unless the suspensive
conditions have been fulfilled or waived within the stipulated
period, the agreement
will lapse and be of no force and effect and
neither party will have a claim against the other. That is a
condition that may be
for the benefit of both parties but not for the
benefit of the Purchaser only.
Evaluation
79.
It appears that despite Applicant’s
allegations that the deceased was already diagnosed with dementia in
2012, she deemed
it acceptable to control the deceased’s
financial affairs on a General Power of Attorney that the deceased
signed in May
2013, at a stage when it seems, on her own version that
the deceased’s dementia had deteriorated.
80.
Consequently the deceased’s capacity to
fully understand the consequences of the document granting her
General Power of Attorney,
is not addressed by Applicant.
81.
On Applicant’s version, she completed her
studies in 2009 and in that same year she commenced taking care of
the deceased
and his financial affairs.
82.
Applicant does not take this Court into her
confidence by stating what her educational qualifications were in
2009 and subsequently,
what her occupation was since 2009, how much
she earned, why the deceased’s own funds were insufficient to
cover his expenses
and how she could afford to pay all his expenses
as she alleges, when she would have entered the employment market
full time only
from 2009 or thereafter.
83.
Applicant alleges that she honestly believed that
the Fifth Respondent was properly appointed as
curator
bonis
on 4 September 2015, yet she and
not Fifth Respondent, continued at that date and thereafter, until
the death of the deceased, to
have access to the deceased’s
bank account and finances.
84.
The Fifth respondent does not allege that he
opened a bank account in the name of the deceased- under
–curatorship.
Clearly for him to do so, he would have
been required to present to the bank, Letters of Curatorship,
which he did
not have because he failed to apply for it.
85.
The agreement of sale was clearly not an arm’s
length transaction because on Applicant’s version, she was
integrally
involved in the financial affairs of the deceased and he
had cared for her as though she were his own child.
86.
The Fifth Respondent not only didn’t know
that he had to apply to the Master of the High Court for the issue of
Letters of
Curatorship, he consequently also didn’t appreciate
what his role was as
curator bonis
,
in that he failed to open a bank account in his capacity as
curator
bonis
, he failed to take control of the
deceased’s assets. He failed to establish what the correct
value of the immovable property
was at that time and the correct
value of the ususfruct. He also failed to establish whether the
Respondent did in fact pay the
purchase price as he alleges in his
letter referred to earlier.
87.
Most astoundingly, the Fifth Respondent applied to
the Master for Letters of Curatorship after the deceased had passed
away. He
ought to know, as a practising attorney, that he could not
do so because the executor would be the only person authorised to
take
control of the assets of the deceased at that stage.
88.
Fifth Respondent, although not formally appointed
by the Master, due to his own misconduct, also did not act with any
good faith
and certainly not with the utmost good faith towards the
estate of the
de cujus
.
89.
In accordance with the clear text in section 72,
there has not been compliance with the section at all.
90.
There is also non-compliance with Section 80(1)
and instead of compliance with that section, there is a gross
violation of it.
91.
Applicant failed to provide this Court with proof
that:
91.1.
the accounts, invoices or receipts that she
annexed as proof of payment were in fact paid from her own funds;
91.2.
that they were incurred exclusively for the
benefit of the deceased;
91.3.
that she had a prior arrangement with the deceased
to the effect that she would pay his expenses and deduct it
from the purchase
price for the property or that she had a prior
arrangement with the Fifth Respondent to that effect;
91.4.
that she had paid rent for the time that she
lived in the deceased’s property after she completed her
studies and later for
her boyfriend who allegedly also lived there;
91.5.
that the money she paid her mother directly
from her bank account were exclusively for her mother acting as carer
to the deceased;
91.6.
that deceased had no or insufficient funds in his
bank account from which to pay the said expenses and in that event,
how the deceased’s
funds were managed by the Applicant;
91.7.
Why there remains on the papers, contradictions on
Applicant’s version of the amount she allegedly paid at a
certain
stage, namely R150 590,00; R128 546,00; and R164 547,77;
91.8.
On what basis the usufruct was allocated a
valuation of R726 223,61;
91.9.
Why the agreement of sale provides for no
cash to be paid for the property nor does it state how the balance of
the purchase price
is to be paid;
91.10.
On what basis the Fifth Respondent could be
satisfied that the purchase price is equal to the market value of the
property at the
time the agreement was concluded;
91.11.
What attempts the Fifth Respondent made and what
information and proof the applicant gave Fifth Respondent to
establish that Applicant
had indeed paid the full purchase price; and
91.12.
the Applicant had lodged a claim
against the estate of the late Mr Bester while he was alive, for
expenses she allegedly paid
on his behalf and which of those claims
have prescribed. If no claim was lodged, on what basis the applicant
could have paid, in
partial payment of the purchase price.
92.
Applicant clearly exercised control over the
estate of the deceased during his lifetime without any lawful
authority to do so because
the deceased was not of sufficient sound
mind at the time, for him to understand the nature and consequences
of the Power of Attorney.
Once it became clear to the Applicant that
he was not of sound mind, she ought not to have proceeded in terms of
that Power of
Attorney.
93.
Once the Applicant believed that Fifth Respondent
was appointed as curator bonis, she ought not to have believed that
she had lawful
authority to continue to exercise over the estate of
the deceased during his lifetime.
94.
At the end of replying argument, Mr Samuels, on
behalf of applicant, for the first time mentioned that there is a
flash drive in
the file that the court should view because it
contains the financial records of the Applicant.
95.
Respondent’s counsel said that they had not
received a copy of the flash drive nor the information contained
therein.
96.
This Court made clear to the parties that it could
not access the flash drive and trawl through its content when there
is a possibility
that it may contain a virus that could infect the
Court’s computer system and in any event, the Respondent had
not seen it
nor was there any address to the court on its content.
97.
A few days after judgment was reserved, this Court
received a link from the Applicant’s attorney purporting to
contain the
information on the flash drive and stating that it had
been provided to respondent’s attorney as well.
98.
It is incumbent on the Applicant to have addressed
the content of the link or the flash drive with the Court.
99.
The Court cannot trawl through the information and
arrive at conclusions on its content without any reference thereto in
the papers
or in the Heads of Argument or in the Practice Note and
without the Respondent having had an opportunity to address the
information
contained in the link.
100.
In
Beadica
231 CC and Others v Trustees for the time being of the Oregon Trust
and Others
[4]
,
the following enunciation on judicial intervention in contracts are
important considerations for this court in the light of the
unfortunate allegation in the founding papers, that is in fact a
legal submission made in an affidavit by the Applicant, to the
effect
that a strictly legalistic approach to the word “shall”
in section 72(1)( d) is to be avoided and a common sense
approach
ought to be applied:
“
[87] In
our new constitutional era, pacta sunt servanda is
not the only, nor the most important principle
informing the judicial
control of contracts. The requirements of public policy are
informed by a wide range of constitutional
values. There is no
basis for privileging pacta sunt servanda over other
constitutional rights and values.
Where a number of
constitutional rights and values are implicated, a careful balancing
exercise is required to determine whether
enforcement of the
contractual terms would be contrary to public policy in the
circumstances
[88]
The
second principle requiring elucidation is that of “perceptive
restraint”, which has been repeatedly espoused by
the Supreme
Court of Appeal.
[201]
According
to this principle a court must exercise “perceptive restraint”
when approaching the task of invalidating,
or refusing to enforce,
contractual terms. It is encapsulated in the phrase that a
“court will use the power to invalidate
a contract or not to
enforce it, sparingly, and only in the clearest of cases”.
[89]
This
principle follows from the notion that contracts, freely and
voluntarily entered into, should be honoured. This Court
has
recognised as sound the approach adopted by the Supreme Court of
Appeal that the power to invalidate, or refuse to enforce,
contractual terms should only be exercised in worthy cases.
[90]
However,
courts should not rely upon this principle of restraint to shrink
from their constitutional duty to infuse public
policy with
constitutional values. Nor may it be used to shear public
policy of the complexity of the value system created
by the
Constitution. Courts should not be so recalcitrant in
their application of public policy considerations that
they fail to
give proper weight to the overarching mandate of the Constitution.
The degree of restraint to be exercised must
be balanced against the
backdrop of our constitutional rights and values
.
Accordingly, the “perceptive restraint” principle should
not be blithely invoked as a protective shield for
contracts that
undermine the very goals that our Constitution is designed to
achieve.
Moreover,
the notion that there must be substantial and incontestable “harm
to the public” before a court may decline
to enforce a contract
on public policy grounds is alien to our law of contract.”
(emphasis added)
101.
The very goals of the applicable provisions of the
Administration of Estates Act, discussed
earlier, are the same goals
that our Constitution is meant to achieve in that the
de
cujus
interests must be protected where
there has been a failure of good faith on the part of the curator.
102.
The same considerations apply where a
litigant, in the position of the Applicant, has clearly arrogated to
herself, the right to
take control of and cause the alienation of
assets belonging to the
de cujus
without making out a case for fairness and equity
to the estate of the
de cujus
as well as a case for compliance with the
applicable statutory provisions.
103.
Applicant, who has legal representation, ought to
have been advised that her relief for payments she made on behalf of
the deceased,
would be to lodge a claim against the estate with the
executor.
104.
In the light of the finding that the Fifth
Respondent, who purported to represent the interests of the
de
cujus,
did not in fact and in law, act
in those interests and the finding that the Applicant unlawfully took
control of the assets and
funds of the deceased during his lifetime,
it is crucial for the executor to have an audit conducted on the
financial affairs of
the deceased for the period 2009 until his
passing away and to establish whether there has been any fraudulent
or unauthorised
conduct in the management of the estate of the
deceased during that period.
105.
Public policy accords with the purpose for which a
curator bonis is to apply for Letters of Curatorship, namely, to
ensure oversight
of his handling of the affairs of the
de
cujus
. Fifth Respondent’s
misconduct as described herein was enabled and apparently on the
instructions of or at the behest of
Applicant who approached the law
firm of Fifth Respondent to apply for the appointment of a curator ad
litem and the appointment
of a curator bonis and later, to draft the
Agreement of Sale.
106.
Should such unlawful conduct be established, the
executor ought to report the misconduct to the South African Police
Services for
investigation.
107.
There has been no compliance with the Suspensive
Conditions in that the Master’s consent was not obtained nor
does it seem
likely that it was capable of being granted as a result
of substantial breaches of the provisions of the Act.
108.
The misconduct of the Applicant calls for a
serious sanction with regard to costs which the Respondent ought not
to bear.
109.
Attorney and client costs is appropriate to voice
this Court’s displeasure with the misconduct of the Applicant
in taking
over the affairs of the now deceased Mr Bester, when she
had no lawful authority to do so.
IT IS ORDERED THAT:
1.
The First Respondent shall within 30 days of this
order cause an audit of the financial affairs of the deceased to be
conducted
for the period 1 January 2009 until date 3 June 2021
and to report any misappropriation of funds or assets, to the South
African Police Services;
2.
The Application is dismissed with costs, such costs shall be on an
attorney and
client basis.
JUDGE R. ALLIE
IN THE HIGH COURT OF
SOUTH AFRICA
(WESTERN CAPE
DIVISION, CAPE TOWN)
REPORTABLE
CASE NO:
15794/2022
In
the matter between:
TARYN-LEIGH
HARPER
Applicant
And
ABSA
TRUST LIMITED N.O.
1st
Respondent
duly
appointed as Executor in the estate of the late Andreas Jacobus
Frederick
Christoffel Bester ito
sections 13
and
14
of the
Administration
of Estates Act 66 of 1965
MASTER
OF THE HIGH COURT, CAPE TOWN
2nd
Respondent
CHRISTINA
PETRONELLA MARAIS
3rd
Respondent
REGISTRAR
OF DEEDS, CAPE TOWN
4th
Respondent
ROBERT
PETER GREEN
5th
Respondent
Coram:
ALLIE,
J
Judgment
by:
ALLIE,
J
For
the Appellant:
Adv
Alton Samuels
Instructed
by:
Dirks
Attorneys (Ref: Dominique Dirks)
For
Respondent:
Adv
Lizani van Dyk
Instructed
by:
Kessler
De Jager Inc (Ref: Roche van der Merwe)
Date(s)
of Hearing:
4
September 2023
Judgment
delivered on:
14
September 2023
[1]
2012
(4) SA 593 (SCA)
[2]
1993
(4) SA 492
(T) at
[3]
2022
(4) SA 197
(ECG) at [9] to [10]
[4]
2020
(5) SA 247
(CC) at [87] – [90]
sino noindex
make_database footer start
Similar Cases
ABSA Bank Limited v Shaw N.O. and Others (14436/2015) [2022] ZAWCHC 153 (29 July 2022)
[2022] ZAWCHC 153High Court of South Africa (Western Cape Division)98% similar
ABSA Bank Limited v Wilson and Another (1868/2012) [2022] ZAWCHC 165 (30 August 2022)
[2022] ZAWCHC 165High Court of South Africa (Western Cape Division)98% similar
ABSA Bank Limited v Kebeni and Another (19782/2012) [2025] ZAWCHC 315 (28 May 2025)
[2025] ZAWCHC 315High Court of South Africa (Western Cape Division)98% similar
Absa Bank Limited v Frans (2169/2024) [2025] ZAWCHC 154; [2025] 3 All SA 679 (WCC) (28 March 2025)
[2025] ZAWCHC 154High Court of South Africa (Western Cape Division)98% similar
ABSA Bank Limited v Cupido N.O and Another (8898/2023) [2024] ZAWCHC 19 (31 January 2024)
[2024] ZAWCHC 19High Court of South Africa (Western Cape Division)98% similar