Case Law[2022] ZAKZDHC 1South Africa
Ramballi and Others v Master of the High Court KwaZulu-Natal and Others (10484/2019) [2022] ZAKZDHC 1 (3 February 2022)
High Court of South Africa (KwaZulu-Natal Division, Durban)
3 February 2022
Judgment
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# South Africa: Kwazulu-Natal High Court, Durban
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## Ramballi and Others v Master of the High Court KwaZulu-Natal and Others (10484/2019) [2022] ZAKZDHC 1 (3 February 2022)
Ramballi and Others v Master of the High Court KwaZulu-Natal and Others (10484/2019) [2022] ZAKZDHC 1 (3 February 2022)
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sino date 3 February 2022
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IN THE HIGH COURT OF
SOUTH AFRICA
KWAZULU-NATAL LOCAL
DIVISION, DURBAN
Case
No: 10484/2019
In
the matter between:
ROBINDUTT
RAMBALLI
FIRST APPLICANT
BRIDGERAJH
RAMBALLI
SECOND APPLICANT
VINAY
RAMBALLI
THIRD APPLICANT
SHARMA
NAIDOO
FOURTH APPLICANT
PURSHPAVATHIE
BALIPURSAD
FIFTH APPLICANT
ASHA
SHYAM
SIXTH APPLICANT
and
THE
MASTER OF THE HIGH COURT
KWAZULU-NATAL
FIRST
RESPONDENT
RENJENI
NAIDOO N.O
SECOND RESPONDENT
SHERIFF
OF THE HIGH COURT,
DURBAN
SOUTH THIRD
RESPONDENT
REASONS
FOR JUDGMENT
Delivered
on: 3 February 2022
Masipa
J:
Introduction
[1]
This matter came before court on 12 November 2021 as an opposed
application. The applicants were represented by Mr V
Gajoo
SC
and the second respondent by Ms J A
Julyan
SC
.
[2]
The relief sought in the applicants’ notice of motion was set
out as follows:
‘
That:
-
(a) The court order
granted by Honourable Judge Lopes on 23 August 2019 under case number
9190/2017 be and is hereby set aside;
(b) The warrant of
execution against the movable property of the applicants issued under
case number 9190/2017 be and is hereby
stayed pending the final
outcome of this application;
(c) The first respondent
is directed to forthwith remove the second respondent as the executor
of the estate of the said Lakraj
Ramballi (Estate No.[….]);
(d) The first respondent
is directed to do all things necessary to appoint the first applicant
and/or any other person as it deems
fit as the Executor of the estate
of the said Lakraj Ramballi, (Estate No. [….]);
(e) The second respondent
is directed to pay the costs of this application;
(f) The applicants be and
are hereby given leave to supplement these papers insofar as it may
be necessary; and
(g) Further and/or
alternative relief.’
[3]
The issue which was before Lopes J, whose order the applicants seek
to set aside, related to the validity of the deceased’s
Will
which was found to be invalid. While the issue of the deceased’s
marriage to the second respondent was raised before
Lopes J, it was
not relevant for the determination of the validity of the Will. This
was expressed by Lopes J who found that it
was an issue to be
determined on another day.
[4]
Following the filing of all affidavits, heads of argument were
prepared by both counsel. In their heads of argument, the applicant’s
focus was on the primary issue to be determined as being the setting
aside of the order or the judgment by Lopes J. The court would
only
need to make a finding on the issue regarding the existence of the
marriage once the primary issue had been decided. Ms
Julyan
contend that there were disputes of fact arising from the issue in
respect of the existence or otherwise of the marriage. On the
basis
of this, Ms
Julyan
prepared extensive heads dealing with the
basis upon which a rescission application can be brought, whether it
was necessary to
have the matter referred to oral evidence, whether
the applicants should have pursued an appeal instead of a rescission
application
considering the provisions of Uniform rule 31, Uniform
rule 42 and the provisions of common law. Ms
Julyan
submitted
that there was no basis upon which the applicants’ application
should succeed.
[5]
During argument, Mr
Gajoo
conceded that there was no merit in
respect of prayers (a) and (b) and accordingly that there was no need
to determine this. He
however argued that the prayers (c) and (d)
could still be pursued and could be heard and determined. He
submitted that the purported
marriage between the deceased and the
second respondent was challenged. He argued that it was this marriage
which formed a basis
for the appointment of the second respondent as
the executor.
[6]
After hearing submissions by counsel, I granted an order set out
below with reasons to follow:
‘
Order
1.
The application is dismissed with costs;
2.
The applicants are to pay costs of the application on an attorney and
client scale.’
What
follows are my reasons.
Points
in limine
[7]
The second respondent raised several points in limine, the first one
being that an order of the high court once granted stands
unless and
until it has been set aside on appeal. It was argued that while there
may be circumstances where under Uniform rule
42 an order may be set
aside, the applicants have not sought to rely on the circumstances
contemplated in Uniform rule 42.
[8]
The second respondent contends that the current application is
disguised as an appeal and contends that there is no basis on
which
to appeal the decision by Lopes J. Accordingly, she prayed for the
application to be dismissed with costs on the scale between
attorney
and client.
[9]
In reply to the point in limine, the applicants contend that they
were entitled to request that the court order be set aside
if they
were able to make out a case supported by evidence.
[10]
They contend that since the granting of the order, they had an
opportunity to acquire the necessary expert evidence sufficient
to
justify the setting aside of Lopes J’s order. The applicants
contend that they did not have do this by way of an
appeal,
variation or review but that the current relief sought was competent.
This evidence allegedly disproves the existence of
the Hindu marriage
between the deceased and the second respondent. They accordingly
asked for the first point in limine to be struck
off.
[11]
Interestingly, the applicants accept that Lopes J correctly pointed
out that the issue of the validity of marriage could be
dealt with in
due course. In any event, as stated earlier on in this judgment, the
issue relating to the setting aside of the order
was abandoned by Mr
Gajoo
during argument. Accordingly, it became unnecessary to
determine this point in limine.
[12]
The second point in limine is that the applicants do not dispute that
the estate should be administered in terms of intestate
succession
and that this concession is fatal to their application. There is
accordingly no basis for the relief sought by the applicants.
[13]
In respect of the second point in limine, the applicants contend that
they were unable to challenge the second respondent’s
expert
finding regarding the validity of the Will without their own expert
evidence and as a result they had no choice but to accept
that the
deceased’s Will was null and void and had to be set aside. They
accepted that the estate had to devolve in terms
of the rules of
intestate succession.
[14]
The applicants contend that they subsequently obtained the services
of their own expert and established from the report upon
investigation of the specimen signatures that the applicants provided
that the Will was valid and therefore binding.
[15]
According to the applicants, this meant that the document provided by
the second respondent’s experts raised many questions
on the
issue of authenticity. Once this issue is properly ventilated before
the court a plausible and logical outcome will be established.
They
accordingly denied that there was any basis for the second point in
limine and asked for it to be struck off. However, the
applicants
aver that they accept that the estate may devolve intestate. They
contradict themselves in this regard.
[16]
In relation to this point, I agree with the second respondent that
the decision by Lopes J was based on the evidence available
and the
concession made by the applicants at the time. The matter was opposed
and parties had the opportunity to furnish relevant
and necessary
evidence before the order was made. The subsequent enquiry by the
applicants is not cause for the setting aside of
the order. In any
event, this does not satisfy the requirements for the rescission of
judgment dealt with below. The applicants
contradict themselves as to
the true position in respect of the validity issue. This point in
limine succeeds but is not determinative
of the matter.
[17]
The third point in limine is that the applicants have no evidence to
support the claim to set aside the order of Lopes J assuming
this
court’s jurisdiction but contended that the court did not have
jurisdiction as it is
functus officio
. The second respondent
contends that the applicants express nothing more but an intention to
instruct a handwriting expert to examine
the signature on the
testamentary documents but this exercise has already been undertaken
by the court and it was found that the
signature was not that of the
deceased. This was after Lopes J considered the evidence of the
forensic document examiner Michael
John Irving.
[18]
In respect of the third point in limine, the applicants contend that
their expert evidence that was not before Lopes J raises
concerns
which calls for the court order to be set aside and that the third
point in limine falls to be struck off.
[19]
The applicants contend that neither they nor Lopes J are experts on
the authenticity of the signature on the Will and that
they had to
rely on the expert evidence of Mr Irving which was obtained by the
second respondent. A subsequent report by the applicants’
experts raised material defects on Mr Irving’s report.
[20]
While this point was well taken, Mr
Gajoo’s
withdrawal
of the challenge of the relief to set aside Lopes J’s order
makes the determination of this point superfluous.
Setting
aside or rescission of a court order
[21]
While the main relief sought was the setting aside of the judgement
by Lopes J, the withdrawal of this relief has made it unnecessary
for
the issue relating to rescission to be dealt with in this judgment.
As stated above, such withdrawal was only made during argument.
It is
noteworthy to mention that in the applicants’ heads of
argument, the issue of setting aside the judgment was not addressed.
Of course without any prior notification none of the respondents
would not have known that the issue had been abandoned. It was
accordingly reasonable that the second respondent dealt with the
issue of the rescission extensively in her heads of argument.
[22]
I deal with the issue regarding the setting aside of Lopes J’s
judgment as indicated above in the third point in limine.
An order of
court may be set aside under three instances. Uniform rule 31(2)(
b
)
applies to judgments granted by default, and provides that:
‘
A
defendant may within 20 days after acquiring knowledge of such
judgment apply to court upon notice to the plaintiff to set aside
such judgment and the court may, upon good cause shown, set aside the
default judgment on such terms as it deems fit.’
[23]
Uniform rule 42 deals with variation and rescission of orders and
reads as follows:
‘
(1)
The court may, in addition to any other powers it may have,
mero
motu
or upon the application of any party affected, rescind or
vary:
(a)
An order or judgment erroneously sought or erroneously granted in
the absence of any party affected thereby;
(b)
An order or judgment in which there is an ambiguity, or a patent
error or omission, but only to the extent of such ambiguity, error
or
omission;
(c)
An order or judgment granted as the result of a mistake common to
the parties.
(2)
Any party desiring any relief under this rule shall make application
therefore upon notice to all parties whose interests may
be affected
by any variation sought.’
[24]
The applicants could not seek reliance on the provisions of Uniform
rule 42 since there were no prospects of success in a Uniform
rule 42
application. I agree that the second respondent’s argument is
tantamount to an appeal. Having already ruled the Will
to be invalid,
the court is
functus officio
.
[25]
In paragraph 5 of the founding affidavit, the applicants set out the
purpose of the application, being to set aside the court
order
granted by Lopes J, and state that flowing from the above, it would
therefore be necessary that the third respondent be directed
to stay
the warrant of execution against the movable property. This was in
respect of the cost order granted against the applicants
by Lopes J
pending the final outcome of this application. The applicants go
further to say that as a result of the above it would
be appropriate
for the first respondent to be directed to forthwith remove the
second respondent as the executor of estate late
Lakraj Ramballi,
further that the first respondent be directed to appoint the first
applicant
or any other person it deems fit
as executor.
[26]
The significance of what is set out above will become apparent in the
course of this judgment.
[27]
The applicants contend that the basis of the matter which was before
Lopes J to determine the validity of the Will arose from
the second
respondent’s claim, set out in her founding affidavit, that she
was married to the deceased, their brother, on
2 August 2008 in terms
of Hindu Rights and was accordingly his widow. They contend further
that when the matter was before Lopes
J, they did not have proper
evidence to rebut the alleged marriage, hence a consent order was
taken.
[28]
According to the applicants this was an oversight on their part and
that of the judge as they did not question the whereabouts
of the
marriage certificate and a copy had not been annexed to the founding
affidavit.
[29]
They contend further that the second respondent had engaged the
services of a handwriting expert and had provided certain documents
from him to vindicate the signature of the deceased on a Will dated 6
October 2016. As already stated, whether the signature was
that of
the deceased or not was not, and is still not, an issue in the
present application as they have no objection to the estate
being
administered in terms of the rules of intestate succession.
[30]
The applicants then deal with the issue of the alleged marriage
between the second respondent and their deceased brother and
the
efforts that they took to disprove the existence of that marriage.
They aver that the marriage does not exist and that the
signature on
the marriage certificate has been proven not to be that of the
deceased by their expert. The issue of the validity
of the marriage
was raised before Lopes J and he indicated that it was not an issue
for determination before him. This can therefore
not be the basis for
rescinding the judgment. It is a separate matter and as argued by Ms
Julyan
, the applicants should if they wish to challenge this,
refer a new case.
[31]
In respect of the costs order which was granted by Lopes J, a bill of
costs was taxed in the amount of approximately R90 000
and a
warrant of execution was then issued. This issue has been withdrawn
by Mr
Gajoo
and no longer an issue for determination.
[32]
The applicants contend that the onus remains on the second respondent
to prove on a balance of probabilities that there exists
a valid
religious marriage between her and the deceased, which gives her a
right to a claim in the estate as a spouse and to manage
the estate
as the executor. Whether or not the onus rests on the second
respondent to prove the marriage is an issue to be determined
by
another court when a proper case has been referred for such purpose.
[33]
The second respondent contends that when the matter was before Lopes
J the applicants disputed that the second respondent had
been married
to the deceased. The applicants indicated that they appreciated that
the issue of the validity of the marriage did
not need to be decided
at that stage and that the issue would be ventilated fully should the
second respondent pursue any claim
against the deceased estate. I
share the same sentiments.
[34]
The applicants contend that the first respondent as a creature of
statute has no power of discretion to remove the second respondent
and a court order is required for such purpose. It was accordingly
argued that on the evidence, this court is duty bound to grant
the
necessary relief.
[35]
The applicants state that the second respondent was likely in the
process of finalising her divorce action during the period
when she
contends she was married to the deceased. Further that it was
abnormal that she never, in the eight years of her marriage,
laid any
claims to her rights as the wife of the deceased. Similarly, this and
other issues are not relevant to the issues which
were to be
determined by Lopes J and the applicants cannot seek to introduce new
issues after judgment has been granted. This is
the reason why the
second respondent argued that the applicants are seeking to
indirectly appeal the judgment.
[36]
In respect of the Will, the first applicant contends that he intends
instructing a handwriting expert to assess or to investigate
the Will
and to verify the signature of the deceased from the specimen
signature received from his bank. Should the Will be invalid
then the
applicants will accept the position that the second respondent is
lawfully entitled to claim as beneficiary however, if
the Will is
valid then the matter will change and issues which require proper
ventilation would arise. This contradicts what the
applicants stated
about their acceptance of the order by Lopes J. They accepted, as
they subsequently did before this court, that
the deceased died
intestate. They cannot seek to approbate and reprobate.
[37]
In respect of the marriage certificate, the second respondent
submitted that the marriage certificate was simply evidence of
a
marriage and not determinative of the validity of the marriage. In
view of the sentiments shared above, there is no basis to
address
this issue further.
[38]
The applicants allege that the basis for the second respondent’s
locus standi in the application before Lopes J was her
alleged
marriage to the deceased, and there is now evidence before this court
to disprove the validity of the marriage certificate.
This is a new
issue which was not raised before Lopes J. It is a further issue
which supports the second respondent’s argument
that the
applicants ought to have filed an applicant instead of the current
application.
[39]
The applicants deny that their challenge should follow an appeal
process since Lopes J had not erred in his decision. They
contend
that he had no alternative but to grant the relief which was sought
by the second respondent. This cannot be correct since
the judgment
was made on the basis of the evidence presented to the judge and
after considering the relevant issues.
[40]
The underlying fact was that the second respondent’s alleged
marriage to the deceased was being challenged. When the
matter was
before Lopes J he made it clear that he was not deciding on any other
issue but the validity of the Will. If this is
accepted as correct,
then the applicants cannot seek to introduce the issue of the
validity of the marriage. The court performed
its functions as it had
been called upon to do, hence it is
functus officio
. It cannot
now be said that this issue still has to be determined under the same
matter.
[41]
Mr
Gajoo
referred to
Govender v Ragavayah NO and Others
2009 (3) SA 178
(D), dealing with inheritance of Hindu spouses.
While the dictum in the judgment is noted, in view of my earlier
remarks, it is
not relevant for determining the current matter. Mr
Gajoo
submitted that the first respondent received the papers
in the current application, was called upon to put up a report but
elected
not to do so instead electing to file a notice to abide.
Further that when such election was made, the first respondent was
left
with no doubt, after reading the papers, that the fundamental
dispute revolved around the validity of the marriage. He argued that
the relief in prayer (c) was clear to all the parties. This is
because the issue about the validity of the Hindu marriage was raised
in the founding papers and in reply.
[42]
He submitted that if the court directed the matter to be referred to
oral evidence, the first respondent could be called upon
to explain
the basis upon which the second respondent was appointed. Further
that the second respondent acknowledges that the marriage
certificate
served as a basis for her appointment. If the matter is referred to
trial, the issue of the validity of the marriage
certificate can be
determined. Should the marriage be proved not to exist then the
applicants would be entitled to succeed and
if it was proved to
exist, then the second respondent would succeed.
[43]
Mr
Gajoo
submitted that in terms of s 54(1)(
a
) of the
Administration of Estates Act 66 of 1965 (‘the Act’)
provision is made for the removal of an executor and made
specific
reference to s 54(5) which provides that ‘[a]ny person who
ceases to be an executor shall forthwith return his letters
of
executorship to the Master’. Section 54(1)(
b
)
deals with the removal of an executor where the executor has been
nominated by a Will and where the Will is set aside; this is
clearly
not relevant to the current matter.
[44]
Ms
Julyan
submitted that most of the issues raised by the
applicants in argument were new issues. The first respondent was not
aware that
such issues would be raised neither was the second
respondent. She submitted that it was Mr
Gajoo
’s
forensic skill that mislead this court into thinking that the case is
broader than the one set out in the papers. In respect
of the second
respondent’s appointment as executor, she referred to
D Meyerowitz ‘
Meyerowitz on Administration of Estates
and Their Taxation’
(2010) para 11.8 which deals with
the procedure for the removal of an executor by court. Meyerowitz
states that the application
for the removal of an executor must be
brought against them personally and not in their capacity as the
executor. Upon considering
the Meyerowitz, I conclude that in the
current proceedings the second respondent has been cited in her
capacity as the executor
which is contrary to the procedure set out
in Meyerowitz.
[45]
Ms
Julyan
submitted that the case as argued by Mr
Gajoo
is completely different to the one set out in the applicants’
papers. She submitted that it was correct that the first respondent
was not properly appraised in view of paragraph 5 of the applicants’
founding papers which set out the purpose of the application
as
follows:
‘
5.1
– the purpose of this application is to set aside the court
order granted by Honourable Judge Lopes on 23 August 2019
under case
number 9190/2017. A copy of the court order is annexed hereto marked
annexure R1.
5.2
– flowing from the above it would therefore be necessary that
the third respondent herein be directed to stay the warrant
of
execution against the movable property under case number 9190/2017,
in respect of the cost order granted against the applicants
in terms
of the abovementioned court order, pending the final outcome of this
application. A copy of the warrant is annexed hereto
marked annexure
R2;
5.3
– as a result of the above, it would be pertinent that the
first respondent is directed to forthwith remove the second
respondent as the executor of the estate of the said Lakraj Ramballi
(Estate no.[….]). A copy of the letter received from
the
second respondent’s attorneys of records dated 18 September
2019 is annexed hereto marked annexure R3; and
5.4
– further, that the first respondent is directed to appoint the
first applicant and or any other person at it deems fit
as the
Executor of the estate of the said Lakraj Ramballi, (Estate
no.[....]).’
[46]
I agree with Ms Julyan. The manner in which the relief sought by the
applicants is phrased can only be read to mean that para
5.3 and 5.4
were dependent on the determination of 5.1 and 5.2. The wording at
the begging of each of those clauses speak volume.
The phrase ‘as
a result of the above’ in 5.3 can only mean as a result of 5.1
and 5.2 similarly, the word ‘further’,
on 5.4 can only be
read to mean in addition to meaning to add a further fact to what was
said in 5.3.
[47]
Ms
Julyan
argued that in respect of clause 5.2 emphasis must
be placed on the words ‘flowing from above’ and in
respect of 5.3
emphasis must be placed on the words ‘as a
result of the above’. She submitted that the entire case that
the second
respondent came to challenge and which the first
respondent elected to abide by was premised on the setting aside of
Lopes J’s
order. All other relief flows from that. The relief
sought in paragraphs (b), (c) and (d) of the notice of motion are all
dependant
on the court granting the relief in paragraph (a).
[48]
She submitted that Mr
Gajoo
wants the court to believe that
paragraph (c) and (d) are stand-alone relief which was possible in
another application but not
in the current one since they are
ancillary to the granting of the main order in paragraph (a). Since
the relief in paragraphs
(a) and (b) is no longer being pursued
(which was not foreshadowed in the heads of arguments and is only
raised for the first time
during argument) and the first respondent
had no idea of this, the applicant should pay the costs of this
application as they would
then be unsuccessful.
[49]
Ms
Julyan
submitted that there is no case made for the removal
of the second respondent. While there are cases where it is
appropriate for
the court to remove an executor this is not the case
which the second respondent came to meet. Referral to s 54 of the Act
was
merely in passing.
[50]
She submitted that the high-water mark of the applicants’ case
is that if there is no valid marriage then they are entitled
to seek
the second respondent’s removal. However, removal of an
executor is set out in the Act.
[51]
An executor is appointed by the Master at her discretion. The court
would not find any authority that if no Hindu marriage
existed then
the executor can be removed.
[52]
Ms
Julyan
argued that Mr
Gajoo
cannot show anywhere in
the papers where it is said that the court is to exercise a
discretion to remove the second respondent.
He relies on the issue of
the existence of the marriage and on what he says is the most
probable reason for the second respondent’s
appointment which
is pure speculation. There is nowhere in the second respondent’s
affidavit where she says that the marriage
certificate was submitted
for purposes of her appointment as an executor but she avers that it
was submitted for purposes of the
administration of the estate.
[53]
She submitted that the dispute about the validity of the marriage is
premature since the liquidation and distribution account
has not been
drawn and only when it leans towards the spouse inheriting, then the
validity of the marriage would be relevant. I
agree with this
submission. In any event, as was argued by Ms
Julyan
, if the
matter was referred to trial for a determination of the validity of
the marriage, this does not affect the issue of the
removal of the
executor. This is because for the second respondent to be removed as
executor, her conduct must call for this. There
is no reason why a
court should be saddled with this matter.
[54]
Ms
Julyan
further submitted that in the applicants’
replying affidavit, they still contended that the issue was about the
validity
of the signature of the Will. In any event, the case made in
the founding affidavit was abandoned by Mr
Gajoo
in his oral
submissions which was the correct move. The applicants have not made
out a case for a stand-alone application in respect
of the second
respondent’s removal as an executor.
[55]
A further issue to consider on the question of whether to refer the
dispute to oral evidence is whether this could have been
anticipated
or not. Courts have refused referrals to oral evidence where the
applicant should have anticipated disputes of fact.
The applicants
knew that there were disputes of fact. Accordingly, Ms
Julyan
argued that they should never have come to court by way of
application. They should have proceeded by way of action and should
never
have wasted the court’s time.
[56]
Consequently, the application stands to be dismissed in its entirety
with costs on an attorney and client scale and the court
should not
allow for the deceased estate to be saddled with costs.
Alternatively, para (a) and (b) stands to be dismissed with
costs,
and the first respondent be directed to file a report on why
paragraph (c) should be granted.
[57]
I agree with Ms
Julyan
that the alternative order is not ideal
and the applicants should file an action where the first respondent
can respond to the
issue of the validity of the marriage. The relief
to remove the second respondent has not been properly canvassed on
the papers
if the applicants feel that they have prospects of success
to disprove the marriage.
[58]
Ms
Julyan
submitted that it was within the first respondent’s
discretion to appoint whomever she deems just as an executor. There
was
no explanation as to what the rational was for the appointment of
the second respondent since the first respondent was not invited
to
provide it. This was because the founding affidavit sets out the
issue as relating to the validity of the Will.
[59]
Mr
Gajoo
in reply submitted that the courts must hand down
judgments which are in the interest of justice. It would be unusual
for the first
respondent to appoint a person as an executor who has
no relation to the deceased. This would be an exception to the rule.
The
only reasonable inference to be drawn is that the appointment was
due to the purported marriage. Since it never existed, it would
be
appropriate for the appointment to be set aside and this can only be
done once the court rules the marriage invalid.
[60]
He submitted that the issue in dispute has an impact on the winding
up of the deceased estate. The result therefore calls for
the matter
to be referred to trial so that the matter can be considered
holistically.
[61]
Mr
Gajoo
submitted that when considering the notice of motion,
prayer (c) and (d) are self-standing and are supported by the
founding papers.
The applicants’ case is not against the first
respondent and if the court decides on the issue of the validity of
the marriage
then it can make the necessary order for the setting
aside of the appointment.
[62]
He submitted that the second respondent accepts that a dispute of
fact exists and it would be a travesty of justice if the
applicants
were denied the opportunity to deal with the matter in the form of
oral evidence. If this application is refused, the
applicants would
have to institute a fresh action. He submitted that it was not
speculation that the appointment by the first respondent
of the
second respondent was based on the existence of the marriage and that
one can draw inferences from the evidence being that
the marriage
certificate was the result of the second respondent’s
appointment. The appropriate order was therefore to refer
the matter
to trial. There was no basis to dismiss the matter but if that is
done then there is no basis for a punitive cost order.
[63]
In order to set aside the appointment of an executor, an application
must be made before a judge in the high court and may
be brought by
any interested party including the Master of the High Court within
whose area of jurisdiction the appointment was
made.
[64]
If another person other than the Master applies to set aside the
appointment of an executor, this should be made on notice
of motion
and if the facts are in dispute by way of action for a declaratory
order, otherwise the court may refer the matter for
trial. See
Jamie
v Adams
1914 CPD 952
,
Ex Parte The Master, in Re Pretorius
1927 TPD 820
;
Ex Parte Clear
1937 EDL11.
[65]
Regard must however be had to the real/primary issues before the
court. I agree with Ms
Julyan
that the applicants make out
their case in the founding papers and invite the respondents to
oppose. The case set out by the applicants
was the setting aside of
Lopes J’s order. The other relief sought was dependant on that.
Arising from this, it cannot be
said that the relief in paragraphs
(c) and (d) are stand-alone. They were set out to depend on the
primary relief. It is indeed
correct that in another application,
they may stand alone. This is however not the case.
[66]
It is also correct that the first respondent could not have
understood the case to be anything but the setting aside of the
initial court order hence the notice to abide. As a consequence of
this, the court is deprived of having evidence before it setting
out
the basis for the second respondent’s appointment and the
basis, if any, for her removal. The existence or otherwise
of the
marriage is on its own insufficient for the removal of the first
respondent. It does not satisfy the requirements of the
Act.
[67]
As regards a referral to oral evidence or trial, the provisions of
the Uniform rules and case authority are clear. Where a
party seeks
relief by way of an application, there is a duty to refer the matter
to trial or oral evidence once a dispute or disputes
of fact arise.
The applicants have been aware from when the matter was before Lopes
J that there are disputes of fact in respect
of the validity of the
marriage and elected not to bring an action. If not at that stage, it
would have been at the stage when
the answering affidavit was
delivered. Despite this, they elected to proceed by way of
application.
[678
It is correct that in making a determination whether to refer the
matter for oral evidence the court exercises a discretion.
This must
be done judiciously and in the interest of justice. In this case,
there is nothing that indicates that the first respondent
appointed
the second respondent as the executor due to her Hindu marriage to
the deceased. Accordingly, even if the marriage is
found to be
invalid, this will not lead to her removal. This is because the
removal of the executor is regulated by the Act.
[69]
There has been nothing placed before this court to prove that the
second respondent breached the provisions of the Act. The
issue of
her marriage has to do with her capacity to inherit and not her
appointment as an executor. Should the applicants wish
to pursue this
issue, they may refer an action to court.
[70]
On the issue of costs, what is clear is that the applicants’
case as made out in the papers was without merit from the
start. This
is apparent from the concession by Mr
Gajoo
that the relief
sought in prayers (a) and (b) could not proceed. I agree with Ms
Julyan
that there was a last minute attempt by Mr
Gajoo
to salvage the case. It was apparent from the commencement of the
case that it was misguided. It was a waste of the court’s
time
and the second respondent incurred costs which were unnecessary.
Accordingly, I agreed with Ms
Julyan
that a punitive cost
order was warranted and made an order on an attorney and client
scale.
Masipa J
APPEARANCE
DETAILS
:
For
the Applicants:
Mr V Gajoo SC
Instructed
by:
Simrithi Sharma & Associates
For
the 2
nd
Defendant:
Ms J A Julyan SC
Instructed
by:
Gounden and Associates
Matter
heard on:
12 November 2021
Order
delivered on:
12 November 2021
Reasons
for Judgment: 3 February 2022
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