Case Law[2025] ZACC 6South Africa
Huntrex 277 (Pty) Ltd v Berzack and Others (CCT 69/23) [2025] ZACC 6; 2025 (7) BCLR 802 (CC); 2025 (4) SA 347 (CC) (30 April 2025)
Constitutional Court of South Africa
30 April 2025
Headnotes
Summary: Servitude — whether praedial or personal — approach to interpretation of servitude — whether servitude compliant with principles of property law
Judgment
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## Huntrex 277 (Pty) Ltd v Berzack and Others (CCT 69/23) [2025] ZACC 6; 2025 (7) BCLR 802 (CC); 2025 (4) SA 347 (CC) (30 April 2025)
Huntrex 277 (Pty) Ltd v Berzack and Others (CCT 69/23) [2025] ZACC 6; 2025 (7) BCLR 802 (CC); 2025 (4) SA 347 (CC) (30 April 2025)
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FLYNOTES:
PROPERTY – Servitude –
Use
of garden
–
Owners
deprived of main components of rights of ownership –
Representing significant burden on the property from their
perspective – Requirements of perpetuity and utility –
Whether utility satisfied by recreational use –
Not
qualifying as praedial servitude – Personal servitude of
usus – Purporting to have been registered beyond
lifetime of
owner of dominant property – In breach of section 66 of Deed
Registries Act 47 of 1937.
CONSTITUTIONAL
COURT OF SOUTH AFRICA
Case
CCT 69/23
In
the matter between:
HUNTREX
277 (PTY)
LIMITED
Applicant
and
MARGOT
BERZACK
First Respondent
REGISTRAR
OF
DEEDS
Second Respondent
CITY
OF CAPE TOWN MUNICIPALITY
Third Respondent
Neutral
citation:
Huntrex 277 (Pty) Ltd v Berzack
and Others
[2025] ZACC 6
Coram:
Zondo CJ,
Madlanga ADCJ,
Bilchitz AJ,
Chaskalson AJ
,
Dodson AJ
,
Majiedt
J,
Mathopo J, Mhlantla J and Tshiqi J
Judgments:
Dodson AJ (majority): [1] to [146]
Chaskalson AJ
(dissenting): [147] to [189]
Bilchitz AJ
(dissenting): [190] to [235]
Heard
on:
12 March 2024
Decided
on:
30 April 2025
Summary:
Servitude — whether praedial or personal — approach
to interpretation of servitude — whether servitude compliant
with principles of property law
Praedial
servitude — requirements of perpetuity and utility —
whether utility satisfied by recreational use
Personal
servitude — whether servitude constituting personal servitude
of
usus
Section
66 of Deed Registries Act 47 of 1937 — prohibiting registration
of certain personal servitudes extending beyond the
lifetime of the
holder
Common
law of servitudes — whether same should be developed or
modernised by way of new statutory regime
Servitude
— exercise required to be
civiliter modo
or reasonable
ORDER
On
application for leave to appeal from the Supreme Court of Appeal
(hearing an appeal from the High Court of South Africa,
Western
Cape Division, Cape Town). The following order is made:
1.
Leave to appeal is granted.
2.
The appeal is upheld.
3.
The order of the Supreme Court of Appeal is set
aside and replaced with the following order:
“
(1)
Leave
to
appeal is granted.
(2)
The appeal is upheld.
(3)
The order of the High Court is amended to read as follows:
‘
1.
The second respondent is ordered to rectify c
lause P
of deed of transfer No. T10518/2017 executed at the office of the
Registrar of Deeds, Cape Town on 28 February 2017
so as to
read as follows:
‘
P.
SUBJECT
FURTHER
to
the following conditions imposed by the Transferor in favour of
herself personally, which conditions are as follows:
(a)
The property hereby transferred is subject to a servitude area 20
(twenty) metres wide, the Western
boundary of which shall be parallel
to the boundary marked DE on Diagram No 5253/1981 of the Remainder of
Erf 3[...] C[...], held
by the said Transferor, Margot Berzack (born
Illman) married out of community of property to Jeffrey Cyril
Berzack, under Deed
of Transfer No. 38631 dated 31st December 1970.
(b)
The said servitude shall be subject to the following terms and
conditions namely:
(i)
No wall or fence of any description shall be
erected on the servitude boundary except extension of existing type
of fencing (wooden
pole fencing).
(ii)
The Transferor shall have the right to plant, control, care for and
renew the existing garden
situated within the servitude area more
fully described above.
(iii)
The Transferor shall have full rights of access to such servitude
area in fulfilment of the
rights hereby granted.’
2.
It is declared that clauses P(b)(i), (ii) and (iii) of the
servitude—
(a)
were in their original form not lawfully capable of being registered
in the title deed, or of
operating, as a praedial servitude over Erf
8[...] C[...], (a) in favour of the remainder of Erf 3[...]
C[...], or (b) beyond
the lifetime of the first respondent in
favour of her successors-in-title, and the second respondent erred in
permitting those
clauses to be so registered;
(b)
were in their original form and are in their rectified form, lawfully
capable of operating only
as a personal servitude of
usus
over
Erf 8[...] C[...] in favour of the first respondent;
(c)
in their rectified form shall cease to have force or effect upon the
death of the first respondent,
or the alienation of Erf 3[...]
by the first respondent,
or if otherwise lawfully
terminated, whichever is the earlier.
3.
The balance of the relief sought by the applicant is dismissed.
4.
The first respondent is ordered to pay two thirds of the costs of the
applicant, including
the costs of two counsel.’
(4)
The applicant is ordered to pay two thirds of the costs of the first
respondent in the applications
for leave to appeal and the appeal to
the Supreme Court of Appeal, including the costs of two counsel.”
4.
The first respondent is ordered to pay the
applicant’s costs of the application for leave to appeal and
the appeal in this
Court, including the costs of two counsel.
JUDGMENT
DODSON AJ
(Madlanga ADCJ,
Majiedt
J,
Mathopo J, Mhlantla J and Tshiqi J concurring):
Introduction
[1]
A dispute between neighbours in the leafy Cape Town suburb of
Constantia has found its way to this Court. The neighbours
disagree
about a servitude registered over their respective
properties. The servitude allows the one neighbour to access
and tend
a garden on part of the property of the other.
[2]
To resolve the dispute, it must be decided whether the
servitude is praedial or personal. If praedial, it will bind
the respective
properties and their current and future owners in
perpetuity. If personal, it is for the sole benefit of the
current owner
of the dominant property and cannot extend beyond her
lifetime, at the latest.
Parties
[3]
The applicant is
Huntrex 277 (Pty) Limited (Huntrex). It has as its directors
and shareholders Ms Samantha Bain and her
husband, Mr Rodney
Bain. The property owned by Huntrex is their home. I will
refer to the applicant as “the
Bains” rather than using
the company name. The first respondent is Ms Margot Berzack.
The property owned by her
is similarly her home. The
second respondent is the Registrar of Deeds, who filed a report for
purposes of the proceedings
before this Court, presumably in terms of
section 97(1) of the Deeds Registries Act.
[1]
The Registrar of Deeds does not oppose the application.
[4]
The third respondent is the City of Cape Town Municipality.
It has not participated in any of the proceedings in the
High Court,
Supreme Court of Appeal or this
Court.
Background
[5]
Ms Berzack was originally the owner of the entirety of
Erf 3[...], Constantia (the property). She purchased it
and
took transfer in 1970. The property was some 8 310 m
2
in extent. Her house was situated on the eastern side of the
property. The garden extended westward from the house.
The
end of the garden was demarcated by a wooden fence. The land
west of the wooden fence, although still forming part
of the
property, was left unused and untended.
[6]
In 1982 Ms Berzack
decided to subdivide and sell off the unused area. However, she
ran into a problem. A local
land use ordinance
[2]
imposed a minimum erf size of 4 000m
2
and the unused area was
less than this. A subdivision of the property into two 4 000m
2
erven would have divided
the part of the property where Ms Berzack had created her
garden. The new boundary would have
crossed the paving
alongside her swimming pool.
[7]
In order to avoid
the impact of the ordinance, Ms Berzack decided to create a
servitude. The servitude would allow her
and her
successors-in-title to retain “the exclusive right to use,
access and tend to that portion of the garden”
[3]
that fell on the newly-subdivided area (the Bains’ property).
The terms of the servitude were agreed with a Mr Arnold
Gerhard
Wellens who wished to purchase the 4 000m
2
newly subdivided
erf. He has provided an affidavit in which he confirms that it
was their mutual intention in creating
the servitude to give effect
to Ms Berzack’s decision. Mr Wellens purchased
the newly-subdivided erf and
the servitude was duly registered on
21 September 1983 when the erf was transferred to
Mr Wellens. The servitude
conditions were retained in each
successive deed of transfer, the most recent being the deed in terms
of which the Bains’
property was transferred to them on
28 February 2017.
[8]
The servitude is set out in the relevant deeds of transfer as
follows:
“
P.
SUBJECT
FURTHER
to the following conditions imposed by the Transferor in favour of
[herself] and [her] successors in title as owner of the REMAINDER
of
ERF 3[...] C[...], which conditions are as follows:
(a)
The property hereby transferred is subject to a servitude area 20
(twenty) meters wide, the Western
boundary of which shall be parallel
to the boundary marked DE on Diagram No 5253/1981 in favour of the
Remainder of Erf 3[...]
C[...], held by the said Transferor,
Margot Berzack . . . under Deed of Transfer No. 38631 dated
31st December 1970.
(b)
The said servitude shall be subject to the following terms and
conditions namely:
(i)
No wall or fence of any description shall be erected on the servitude
boundary except extension
of existing type of fencing (wooden pole
fencing).
(ii)
The Seller shall have the right to plant, control, care for and renew
the existing garden situated
within the servitude area more fully
described above.
(iii)
The Seller shall have full rights of access to such servitude area in
fulfilment of the rights
hereby granted.
(the term Seller shall
include her Successors-in-Title)”
[9]
Diagrammatically, the servitude may be represented as follows:
[10]
In the above
diagram,
[4]
the Bains’
property is “Erf 8[...]”
[5]
and Ms Berzack’s property is “Remainder Erf
3[...]”. The servitude area is represented by the polygon
“HGAKJH”. The solid line AG represents the boundary
between Ms Berzack’s property and the Bains’
property. The dotted line “HJ” represents the
eastern boundary of the servitude area. The dotted lines
within
the servitude area, with the word “Fence” appearing
alongside them, represent the wooden pole fencing enclosing
the
garden which forms the subject matter of the servitude. It is
common cause that the wooden pole fence completely precludes
the
Bains from accessing the part of the servitude area that is gardened
by Ms Berzack.
[11]
What precipitated the dispute was that the Bains’ small
and adventurous dogs were able to climb through the wooden pole
fence.
The Bains could not. So, retrieving their dogs was
difficult. They asked an architect to design an impermeable,
transparent fence to replace the wooden pole fence. This would
keep the dogs on the Bains’ side of the fence and give
them
sight of Ms Berzack’s garden area.
[12]
The Bains sought Ms Berzack’s consent to the
replacement of the fence, but she refused. She relied on her
rights
in terms of the servitude, particularly clause P(b)(i),
requiring that “no wall or fence of any description shall be
erected on the servitude boundary except extension of existing type
of fencing (wooden pole fencing)”. It was at this
point
that the Bains investigated the matter further and for the first time
came to appreciate more fully the implications of the
servitude.
[13]
Ms Berzack’s unwillingness to agree to replacing the
fence is not the only complaint the Bains have. Ms Berzack,
they say, treats the servitude area as being
de facto
(as
a matter of fact) in her ownership. This is not seriously
disputed by Ms Berzack. She asserts that the terms
of the
servitude give her exclusive access to and control over the entire
servitude area. Photographs taken from Ms Berzack’s
property of the servitude area would give the impression that at
least that part of the servitude area that lies on her side of
the
wooden fence, forms part and parcel of her property.
Notwithstanding her assertion of exclusive access to and control
over
the servitude area, she declined a request by a previous owner of the
Huntrex property to pay a proportionate share of their
municipal
rates. She persists in this stance.
Litigation
history
In the High Court
[14]
The battle lines were drawn. The Bains applied to the
Western Cape Division of the High Court, Cape Town
(High Court).
They took the attitude in their
founding affidavit that clause P(b)(i) did not preclude
them from erecting a wooden pole
fence along the common boundary and
giving Ms Berzack access to the servitude area by way of a gate
in the envisaged boundary
fence. Neither did it prevent them
from demolishing the existing wooden pole fencing in the servitude
area. The Bains
asserted that the garden servitude was a
personal servitude of
usus
(use); that the Registrar of Deeds
had overlooked this; and that it had been impermissibly registered as
a praedial servitude. Accordingly,
the Bains sought
rectification of the servitude and declaratory relief consistent with
their stance.
[15]
In answering the
case sought to be made by the Bains, Ms Berzack insisted that a
praedial servitude had been properly and lawfully
registered over the
Bains property as the servient tenement, in favour of her property as
the dominant tenement.
[6]
The
servitude was not one of
usus
.
It afforded her “a right of exclusive use”
[7]
over the servitude area. The Bains’ envisaged new fence
on the boundary between them would run almost along the edge
of her
swimming pool, over the surrounding paving, and would “sequester
the servitude garden from [her] property”.
On
Ms Berzack’s interpretation, the servitude granted the
owner of her property “sole and absolute discretion”
to
decide whether the existing wooden fence should be demolished or
extended into the servitude area and the exclusive right to
control
access to the servitude area.
[16]
Ms Berzack
counter-applied for relief declaring that the servitude was to be
interpreted in accordance with her understanding.
Alternatively,
she sought rectification to this effect. In the further
alternative, she asserted rights equivalent
to her interpretation of
the servitude acquired by way of acquisitive prescription.
[8]
[17]
The High Court
identified the requirements for a praedial servitude. It
focused on the requirement of utility. This
requires that, for
the servitude to be a praedial one, it “must offer some
permanent advantage or benefit to the owner of
the dominant land
qua
[(in their capacity as)]
owner and must not merely serve his or her pleasure or caprice”.
[9]
[18]
The High Court went on to hold as follows:
“
An
inspection in loco revealed that the portion of the servitude area
located on Ms Berzack’s property is but a part
of the very
large and beautiful garden and an additional area, as it were, for
the private exclusive enjoyment and pleasure of
the owners of
Ms Berzack’s property. It is not an area that can be
used separately from the rest of the garden
and cannot be said to
increase its economic, industrial or professional potential. It
is at best a pleasant add-on to an
already large and pleasant garden,
providing pleasure to the owners of Ms Berzack’s property.
The fact that they
have exclusive use and access thereto for
other pleasurable activities does not detract from this. I am
inclined to agree
that these rights do not increase the utility of
Ms Berzack’s property. It does no more than enable
Ms Berzack
to engage in a personal pleasure or caprice, and is
therefore one which may only be conferred by a personal servitude of
usus
.
The
servitude is thus in substance a personal servitude of
usus
and as such can only be
in favour of Ms Berzack personally, and not her successors in
title or in favour of Ms Berzack’s
property. This
being so, the servitude was prohibited from being registered as it is
contrary to section 66 of the Deeds
Registries Act . . . which
prohibits the registration of a personal servitude of
usus
,
purporting to extend same beyond the lifetime of the person in whose
favour it was created.”
[10]
[19]
Insofar as the counter-application based on acquisitive
prescription is concerned, the High Court rejected this claim.
It
reasoned that—
“
if
the servitude was originally legally flawed, because it amounted to
the registration as a praedial servitude of what was actually
a
personal servitude of
usus
,
that legal flaw was not cured by the operation of [acquisitive]
prescription. . . . Put differently, [Ms Berzack] could not
have, by acquisitive prescription, acquired a praedial servitude by
subverting the provisions of Section 66 of the Deeds Registries
Act”.
[11]
[20]
Insofar as the Bains sought orders permitting demolition of
the existing wooden pole fence enclosing the garden and authorisation
to erect a wooden pole fence along the boundary between the erven,
the High Court found that there was nothing in clause P(b)(i)
of the servitude that precluded such relief.
[21]
Accordingly, the High Court granted the relief sought by
the Bains, including rectification of the terms of the servitude to
reflect it as being a personal servitude of
usus
, not a
praedial servitude; deletion of clause P(b)(i); the substitution
for it of a clause stating “that no wall or
fence of any
description shall be erected on the aforesaid servitude area except
extension of existing type of fencing (wooden
pole fencing)”;
and granting a series of declarators including those permitting
demolition of the existing wooden pole fence
and authorising erection
of a wooden pole fence along the boundary between the erven.
Ms Berzack’s counter-application
was dismissed and
she was ordered to pay the Bains’ costs of both the application
and the counter-application. Ms Berzack’s
application to the High Court for leave to appeal failed.
Supreme Court of
Appeal
[22]
Ms Berzack then applied to the Supreme Court of Appeal
for leave to appeal. The Supreme Court of Appeal
set the matter down for oral argument on both the application for
leave to appeal and the merits of the appeal.
[23]
Ms Berzack
also applied to the Supreme Court of Appeal in terms of section 19(b)
of the Superior Courts Act
[12]
for the admission on appeal of new evidence. This took the form
of affidavits by a Mr Richard Moffat and a Ms Margaret Boag,
both attorneys and conveyancers with over 35 years’
experience. Each claims to have registered what they consider
to be praedial servitudes identical to the one in question, along
with other servitudes which they contend are similar. These
include servitudes to protect the view from a dominant property by
restricting building on a servient property, and “grant[ing]
the dominant property the use of the servient property for certain
defined purposes which may be recreational in nature, for example,
walking, hiking and jogging”. They go on to express the
view that the High Court judgment creates uncertainty
in the law
and conveyancing practice.
[24]
The Supreme Court
of Appeal disregarded these affidavits on the basis that they had no
bearing on the merits of the appeal but were,
rather, filed in order
to bolster Ms Berzack’s application for leave to
appeal.
[13]
I will,
similarly, treat them as being relevant only to whether this Court
has jurisdiction and whether it is in the interests
of justice to
grant leave to appeal.
[25]
The Supreme Court of Appeal was divided. By a majority
of 3:2, it upheld the appeal, set aside the decision of the
High Court,
and replaced it with a decision dismissing the
Bains’ application.
[26]
The minority agreed with the majority insofar as it overturned
the relief allowing the Bains to demolish the existing wooden pole
fence, to erect a new wooden pole fence on the boundary between the
erven and to have clause P(b)(i) deleted. Save for
that,
their judgments diverged.
[27]
The majority held
that the High Court had misinterpreted the servitude and
misconstrued the meaning of
utilitas
(utility)
in finding that this requirement for a praedial servitude was not
satisfied.
[14]
In its
view, the element of utility was indeed present in that—
“
[t]he
right to the garden is reserved on the servient land and it inures in
favour of the Berzack property, serving the pursuit
of Ms Berzack’s
personal pleasure or caprice. . . . The fact
that the servitudal rights are enjoyed
by the owner of the dominant
tenement is a natural feature of the praedial right.”
[15]
[28]
The utility
requirement was also satisfied insofar as the servitude increased the
economic potential of Ms Berzack’s
property. The
majority held further that the garden servitude in question was
akin to the praedial servitude of view;
and that the intention of
Ms Berzack and Mr Wellens in 1983, was that the garden
servitude should be reserved for the
benefit of both Ms Berzack
and her successors-in-title in perpetuity.
[16]
Its registration as a praedial servitude by the Registrar of Deeds
could therefore not be faulted.
[29]
The minority
pointed out that the determination of the rights under a servitude is
not simply a matter of interpreting its terms.
Sometimes the
peremptory principles of property law will override the intention of
the parties.
[17]
It
placed considerable emphasis on the presumption against a servitude,
including that component of it that operates in favour
of a personal
over a praedial servitude.
[18]
[30]
According to the minority, the operative provisions of the
servitude conferred on Ms Berzack the right to use the servitude
to tend her garden and to access it for that purpose. The only
indications that the servitude was praedial were the reference
to
successors-in-title and the identification of the two properties, one
being subject to a servitude area and one in whose favour
the
servitude area operated.
[31]
The minority held
further that the rights imposed were, by their nature, personal to
Ms Berzack. On this basis it concluded
that the intention
of the parties was to create a personal servitude allowing Ms Berzack
to “enjoy gardening in the
servitude area”.
[19]
The servitude fell squarely within the definition of the personal
servitude of
usus
.
[20]
To the extent that Ms Berzack sought to impose the
servitude not only in favour of herself but also on her
successors-in-title,
section 66 of the Deeds Registries Act
precluded its registration.
[21]
[32]
The minority also
considered the matter from the perspective of the requirements for a
praedial servitude. It considered that
the requirement of
utility was not satisfied by a mere view of the servient property.
Whilst an increase in market value
might afford utility, this they
held must flow from the enhanced usefulness of the dominant property
deriving from the servitude.
For perpetuity, the servient
property must have a particular attribute affording some permanent
advantage to the dominant property.
Neither requirement was
satisfied.
[22]
In
this Court
Applicant’s
submissions
[33]
In their application for leave to appeal the Bains do not seek
to reinstate the relief granted in their favour by the High Court,
allowing them to demolish the fence in the servitude area and erect a
fence on the boundary. They seek only to secure the
relief that
would have been granted by the minority of the
Supreme Court of Appeal, namely to rectify the
servitude
to reflect it as a personal servitude of
usus
in
favour of Ms Berzack. Consistent with this stance, the
Bains in essence base their case on appeal on the reasoning
of the
minority in the Supreme Court of Appeal.
[34]
The Bains make the
point that “a significant difference between a praedial
servitude and a personal servitude is that the
intensity
of the burden imposed by
the latter is much greater than the intensity of the burden imposed
by the former”. Personal
servitudes allow the servitude
holder to exercise certain central entitlements of ownership.
[23]
If personal servitudes were allowed to operate as praedial
servitudes, thus permitting the servitude holder to exercise the
central entitlements of ownership in perpetuity, he or she would, the
Bains submit, become the
de
facto
owner
of the subject property, with the registered owner left as the
nominal or token owner of the property.
[35]
On the basis of this analysis the Bains make the submission
that—
“
the
underpinning policy of section 66 of the Deeds Registries Act is to
avoid this outcome by specifically providing that the personal
servitudes of usufruct,
usus
and
habitatio
[(habitation)]
shall not extend beyond the lifetime of the person in whose favour it
is created”.
Yet,
they contend, this is the effect of the servitude in question.
[36]
The Bains assert jurisdiction solely under this Court’s
general jurisdiction in terms of section 167(3)(b)(ii) of the
Constitution on the basis that the matter raises an arguable point of
law of general public importance.
First respondent’s
submissions
[37]
Ms Berzack places considerable reliance on the assertion that
this Court’s general jurisdiction is not engaged. She
submits that the matter raises questions of fact, not law. To
the extent that it might be held that the Bains raise as a question
of law that praedial servitudes only impose benign restrictions on
the main entitlements of ownership, whereas personal servitudes
divest the owner of the central entitlements of ownership, she
submits that the point is not arguable. This is because there
is no authority for it and the argument is at variance with the
central tenets of the common law on servitudes. What
in
truth distinguishes personal servitudes from praedial servitudes, she
says, is that the former are inseparably attached to the
identity of
a particular beneficiary, not to the dominant property.
[38]
Ms Berzack
contends that the garden servitude in question imposes no greater
burden than other recognised praedial servitudes,
including those
which afford the dominant landowner the exclusive right to trade on
the property of another;
[24]
the praedial servitude of jutting beams, which provides for overhangs
on balconies,
[25]
and praedial
servitudes that afford the owner of the dominant property the right
to establish and use parking bays on the servient
property.
[26]
[39]
Ms Berzack
contends that the lack of prospects of success preclude a finding
that it is in the interests of justice to grant
leave to appeal.
While acknowledging the principle of restrictive interpretation of
servitudes, she argues that where the
servitude is framed in
unambiguous terms, a court is not entitled to ignore that meaning in
order to achieve a lesser curtailment.
[27]
Moreover, she says the servitude in question satisfies the five
requirements for a praedial servitude including those of
utility and
perpetuity.
[28]
[40]
On this basis, Ms Berzack asks that the application for
leave to appeal be dismissed.
Analysis
Jurisdiction
[41]
The Bains do not contend that the matter raises any
constitutional issue. The enquiry is therefore confined to
whether the
matter raises arguable points of law of general public
importance which ought to be considered by this Court. Since
this
is a major focus of Ms Berzack’s resistance to the
application, it deserves more attention than would ordinarily be the
case.
[42]
Relying on the
second judgment in
Media 24
,
[29]
Ms Berzack contends that this Court will only assume general
jurisdiction on “purely legal issues”, because it
was
said that “mixed questions of fact and law require evaluative
assessments and it is precisely those assessments that
it is not the
function of this Court to tread into”.
[30]
Apart from the fact that the second judgment in
Media 24
was the minority judgment
on the issue of jurisdiction, the quote is taken out of context.
On the view taken in that minority
judgment, resolving the point
there in issue unavoidably required assessing the relative merits of
conflicting expert evidence.
The minority considered this a
factual enquiry which it was not the function of this Court to
perform, particularly where the matter
was on appeal from a
specialist court, the Competition Appeal Court.
[31]
In this case, we are not concerned with that scenario.
[43]
As this Court
pointed out in
Paulsen
,
[32]
it will not entertain purely factual matters.
[33]
In truth it will seldom be that a question comes before this Court as
a pure question of law, divorced from the underlying
facts of the
case. Of course, the point of law must be arguable, requiring a
degree of plausibility that provides some prospects
of success.
[34]
Criteria to support making that assessment include whether “[t]he
Supreme Court of Appeal . . . expressed
itself on the
matter by a narrow minority”, whether a minority view in the
Supreme Court of Appeal is “quite forceful”,
whether the
matter raises a “new and difficult question of law” or
where “the answer to the question in issue
may not be readily
discernible”.
[35]
[44]
Taking into account the majority and minority judgments of the
Supreme Court of Appeal, these criteria are satisfied
in relation to at least the following points of law:
(a)
The question whether the garden servitude in question constitutes
a
praedial servitude or a personal servitude.
(b)
Sections 3(1)(o), 66, 67 and 76 of the Deeds Registries
Act all
refer variously to personal and praedial servitudes. This
judgment will give meaning to these terms in the statute
and
explicate the test for identifying praedial servitudes, an issue that
is by no means settled.
(c)
Section 66 of the Deeds Registries Act expressly
incorporates by
reference three personal servitudes that derive from Roman and
Roman Dutch law, namely usufruct,
usus
and
habitatio
(habitation). The meaning of the term
usus
in section 66
is a question of law that must be determined and then applied to the
facts of this matter in order to render
a decision.
(d)
The content of the
utility requirement for a praedial servitude is not settled.
According to the late Professor van der Walt,
there are
different approaches to the utility requirement discernible amongst
the Roman Dutch authorities and in the case
law.
[36]
It is necessary to
explore these in order to decide this case.
(e)
The content of the perpetuity requirement for a praedial servitude
has received relatively scant attention in the case law and is
central to the decision of this case.
(f)
Contrary to the submission made by Ms Berzack,
the Bains’
argument that a distinguishing feature of personal servitudes is the
intensity of the burden imposed by them on
the servient property is
indeed arguable and enjoys the support of well-respected academic
writers on the law of property.
[45]
Are the above
questions of law ones of general public importance? This raises
the question whether a dispute between two neighbours
over a
gardening servitude “transcends the narrow interests of the
litigants and implicates the interest of a significant
part of the
general public.”
[37]
Ms Berzack contends that it does not. In my view it
does for the following reasons:
(a)
If the servitude is held to be praedial it binds all future
owners of
both the dominant and servient properties in perpetuity. The
future owners in perpetuity are, potentially, an infinite
number.
(b)
It is apparent from the affidavits of both Ms Boag and
Mr Moffat, both experienced conveyancers, that the Registrar of
Deeds has registered similar garden servitudes involving other
properties as praedial servitudes without demur. It is
important for the Registrars of Deeds that their obligations in this
regard are clarified.
(c)
The Registrar of Deeds has, according to them, also registered
praedial servitudes over servient properties for other recreational
or pleasurable purposes such as walking, hiking and jogging.
In
their view the High Court judgment will preclude the future
registration of all these kinds of servitudes and lead to the
expungement of “countless numbers of praedial servitudes that
are already registered” with “serious consequences
for
the rights of the owners of the properties that benefit from these
praedial servitudes and rely upon them”. This,
too,
points to the dispute transcending the narrow interests of the
litigants.
Leave to appeal
[46]
In
Paulsen
,
the enquiry as to whether the matter was one that “ought to be
considered” by this Court was treated as co-extensive
with the
enquiry whether it is in the interests of justice to grant leave to
appeal.
[38]
Considerations that are important in this enquiry include the
importance of the issues raised, the prospects of success and
whether
it is in the public interest that the matter be entertained.
[39]
[47]
The split decision in the Supreme Court of Appeal, with a
carefully reasoned dissent by two of the five judges, who aligned
themselves
largely with the High Court judgment, points to there
being reasonable prospects of success. The Deeds Office
will
benefit from clarification of its duties with reference to
section 66 of the Deeds Registries Act. The case
presents
an opportunity to provide some clarity on areas of the law
that have remained unclear for close-on two millennia. I am
accordingly
satisfied that the Court has jurisdiction in terms of
section 167(3)(b)(ii) and that it is in the interests of justice
to
grant leave to appeal.
The legal nature of a
servitude
[48]
In
Link
Africa
,
[40]
this Court provided an overview of the origins and nature of
servitudes.
[41]
Our law
in relation to servitudes derives from Roman law.
[42]
A servitude is “a real right carved out of the full dominium
[(ownership)] of the owner and transferred to another”.
[43]
LAWSA
defines servitudes as
follows:
“
A servitude is a
limited real right that imposes a burden on movable or immovable
property by restricting the rights, powers or
liberties of its owner
in favour of either another person (in the case of a personal
servitude) or the owner of another immovable
property (in the case of
a praedial servitude).”
[44]
[49]
A praedial
servitude involves immovable properties. It confers rights on
one property, the dominant property, over another,
the servient
property, upon which it imposes corresponding burdens.
[45]
The owner of the dominant property enjoys the benefits of, and rights
conferred by, the servitude over the servient property,
but only for
as long as she is owner. Since the rights attach to the
dominant property and not its owner, when the owner
transfers the
land she loses the rights and they pass to the new owner for as long
as she remains owner.
[46]
This continues in perpetuity. The successive owners of the
servient property are similarly bound in perpetuity.
[47]
[50]
Nowadays it is
recognised that there is no limit to the kinds of praedial servitudes
that may be registered, as long as they satisfy
the requirements for
a valid praedial servitude.
[48]
Roman Law distinguished between rural and urban praedial servitudes.
Examples of rural praedial servitudes inherited
from Roman law
include a right of way
[49]
and
a range of water servitudes.
[50]
Examples of urban servitudes inherited from Roman law include a
servitude of light
[51]
and a
servitude of view.
[52]
[51]
A personal
servitude is a real right of use, vesting in a person, over the
movable or immovable property of another. The right
attaches to
the
person
holding the servitude,
not to a dominant property. It burdens the servient property
for the duration of the life of the servitude
holder,
[53]
unless a shorter period is specified in the agreement or will
creating the servitude.
[54]
For as long as the servitude-holder is alive, the servient
property remains bound, notwithstanding a transfer of ownership.
[55]
As with praedial servitudes, subject to these qualifications, there
is no limit on the range of personal servitudes that
may be
registered.
[56]
In
contrast, Roman Law only recognised four personal servitudes namely
usufruct,
[57]
use,
[58]
habitation
[59]
and services,
the latter in the form of the use of a slave or animal.
[60]
Save for services, not only have these servitudes been inherited as
part of our common law, but they are also recognised
and regulated by
statute in section 66 of the Deeds Registries Act.
[52]
Praedial and
personal servitudes are created either by conditions included in a
deed of transfer
[61]
of
immovable property or by registration of a notarial deed.
[62]
In this case the former method was employed.
[53]
Against this backdrop I now turn to consider how the
provisions in a deed of transfer or notarial deed creating a
servitude are
interpreted.
Interpretation
[54]
The starting point
in interpreting a servitude was described in
Willoughby’s
[63]
as follows:
“
Whether
a contractual right amounts in any given case to servitude –
whether it is real or only personal – depends upon
the
intention of the parties to be gathered from the terms of the
contract construed in the light of the relevant circumstances.
In case of doubt the presumption will always be against a servitude,
the
onus
is upon the person
affirming the existence of one to prove it.”
[64]
[55]
That presumption
operates at three levels. First, it is presumed that the
property is free of any servitudes at all.
Second, if the
servitude is proven, it is presumed to impose the least onerous
burden. Third, if it is unclear whether the
servitude is
praedial or personal, the presumption favours a personal
servitude.
[65]
However,
where the terms of the servitude are clear and unambiguous, the
presumption does not operate and effect must be
given to the
servitude on its terms.
[66]
[56]
I pause here to
point out that the language used in the authoritative judgments on
the interpretation of servitudes is outdated.
This is no doubt
because they generally predate the judgments of this Court and the
Supreme Court of Appeal that modernise the
approach to the
interpretation of legal instruments.
[67]
I will base the interpretation of the terms of the servitude in
question on the modern judgments, which require that the
exercise be
approached “holistically: simultaneously considering the text,
context and purpose”.
[68]
[57]
Applying these
principles of interpretation to the present matter, there are two
components to the interpretive exercise.
The first is to
establish the content of the rights capable of being exercised by
Ms Berzack, and the forbearance
[69]
imposed on the Bains, under the servitude. The second is to
determine whether the servitude in question is praedial or personal.
[58]
The operative part of the servitude for purposes of
identifying the primary rights afforded and forbearance imposed, is
in clause P(b)(ii).
That affords Ms Berzack the right
to “plant, control, care for and renew the existing garden
situated within the servitude
area”. It is common cause
that the gardening does not take place over the entire servitude
area. The word “existing”
would mean that the
garden itself would be confined to the limits that existed when the
servitude was first established in 1983.
It is not disputed
that this is precisely the area in which Ms Berzack gardens
today.
[59]
Clause P(b)(iii), conferring upon “the [s]eller . .
. full rights of access to [the] servitude area”, determines
access for purposes of exercising the gardening rights. In
Ms Berzack’s own words in her answering affidavit,
she
says:
“
Since
1983, I have continued openly and as of right, to exercise (as owner
of my property) exclusive control over the portion of
my garden that
now falls on the Huntrex property in the same manner I did before the
subdivision.”
She
is supported in her stance that this is what was intended by the
servitude, by the evidence of Mr Wellens, who was the
first
owner to receive transfer of the subdivided portion and consented to
the terms of the reservation of the servitude in the
deed of
transfer. This provides important context.
[60]
Taking into account this evidence of the factual matrix at the
time of the conclusion of the original servitude document, the words
“full rights of access” in clause P(b)(iii) must
mean exclusive access, at least in that part of the servitude
area
that is bounded by the wooden pole fence in existence at the time of
the creation of the servitude and still in place today.
[61]
It is common cause that the effect of the wooden pole fence is
to preclude entirely the rights of access and possession that the
Bains would, as owner of the land, otherwise be able to exercise in
the servitude area. There was some suggestion that
clause P(b)(i)
(which precludes erection of any wall or fence on
the servitude boundary other than extension of the existing wooden
pole fence),
exists as a distinct, negative praedial servitude
separate from clause P(b)(ii) and (iii). I disagree.
In my view
it is ancillary to, and part and parcel of, the servitude
created by clause P(b)(ii) and (iii). Although the wording
is a little obscure, in my view it serves to protect Ms Berzack’s
exclusive use of the area that she gardens.
This is because it
is implicit in the wording that the existing wooden pole fence can
only be extended, it cannot be removed.
[62]
The corollary of Ms Berzack’s exclusive access to
the servitude area for gardening is that the Bains are entirely
deprived
of any access to, possession of, or use for any purpose of
the servitude area, or at least that part of it behind the wooden
pole
fence. None of the ordinary incidents of ownership accrue
to them in respect of that portion, although counsel for Ms Berzack
pointed out that the Bains would, as the owners of their property, be
entitled to object to any use by her that fell outside the
terms of
the servitude.
[63]
Is the servitude
personal or praedial? The terms of the servitude are in my view
ambiguous in this regard. As the minority
pointed out, “the
wording . . . pulls, at times, in different directions”.
[70]
In one breath the servitudinal rights are conferred on the person of
Ms Berzack. In the next, they are conferred
on
Ms Berzack’s property. That ambiguity brings the
presumption favouring a personal servitude into play.
But the
reference twice in the conditions to the conferral of the rights also
on successors-in-title, favours a praedial servitude.
The
evidence of both Ms Berzack and Mr Wellens as to what they
sought to achieve at the time also tends to favour
a praedial
servitude. On balance, and notwithstanding the presumption, I
accept that based purely on the wording of the deed
of transfer
creating the servitude, they intended to create a praedial servitude.
[64]
That however is not the end of the enquiry, because, as is
pointed out by Van der Walt—
“
the nature and
content of a servitude depends
to
a degree
on
the intention of the parties creating it, but the law will not give
effect to the intention of the parties if they intended to
do
something that is not possible according to the principles of
property law.”
[71]
(Emphasis added.)
[65]
This raises the questions whether the servitude complies with
the principles of property law pertaining to the requirements for a
valid praedial servitude and whether, if it does not, the servitude
is a personal servitude registered in conflict with the requirements
of section 66 of the Deeds Registries Act.
[66]
The requirements for a praedial servitude are essentially
duality, vicinity perpetuity, utility and passivity. In this
case,
we have two separately-owned, adjacent properties, so the
duality and vicinity requirements are satisfied. In relation to
the passivity requirement, the Bains have no positive duties arising
from the servitude. This means that the passivity requirement
is satisfied. What then of the remaining two requirements,
perpetuity and utility?
Perpetuity
[67]
LAWSA
has the following explanation of the perpetuity
requirement:
“
The use made of
the servient land must be based on
some
permanent feature or attribute
of
the servient land. The servient tenement must be capable of
continuously fulfilling the needs of the dominant tenement.
This
is known as the requirement of perpetual purpose.”
[72]
(Emphasis added.)
[68]
The requirement
traces its origins to a passage in the
Digest
based on views attributed
to the jurist Paulus. It refers to the requirement of
perpetuity in the context of water servitudes
and states that “all
real [that is, in this context, praedial] servitudes are required to
depend on the causes that are perpetual”.
[73]
Paulus’ view is that water servitudes will thus only be
recognised where there is a natural supply of water or rainwater.
[69]
The view is also
expressed in the same part of the
Digest
that “what is
effected by human hands has not perpetual cause”.
[74]
On the basis of this statement, the late Professor de Waal
questions the accuracy of this part of the
Digest
as a basis for a general,
self-standing perpetuity requirement. He does so because by the
time that Paulus wrote, Roman law
had developed to accept that a
servitude may be based on something that was constructed by human
hands, such as a building.
He refers in this regard to the
various urban praedial servitudes that are based upon a construction
on the servient property.
[70]
Voet, however,
accepts the perpetuity requirement as part of Roman-Dutch law and
bases his view on the above extract from the
Digest
.
[75]
Professor de Waal’s view is that the perpetuity and
utility requirements are closely related and the former
may be
subsumed into the latter.
[76]
He does, however, accept perpetuity as a continuing and important
requirement. He summarises the combined requirements
of utility
and perpetuity as follows:
“
A praedial
servitude can only be exercised to the use and advantage of
successive owners of the dominant tenement if the character,
quality
or a feature (kenmerk) of the servient tenement that provides the use
or advantage is constant (standhoudend), not accidental
or
transient.”
[77]
[71]
The requirement
has received some attention in the case law. Watermeyer J
in
Dreyer
,
[78]
like Paulus, regarded a servitude of aqueduct as requiring a natural
source (
aqua
viva
)
of water. By contrast, Professor de Waal refers to various
cases where water servitudes were recognised in respect of man-made
structures like dams and where no regard is had to the source of the
water.
[79]
[72]
The perpetuity
requirement was seemingly first referred to expressly in
Venter
[80]
where Hoexter JP said “[a] praedial servitude comes into
existence only if the right to be acquired by the
praedium
dominans
[(dominant
property)] is for its perpetual benefit”.
[81]
In
Willoughby’s,
the
fact that the buildings erected to give effect to the contract sought
to be registered as a servitude were temporary in nature,
not
involving any durable construction, was an indicator for the court
that there was no intention to establish servitudinal rights.
[82]
[73]
Based on this
survey of the academic writings and the case law, I am satisfied that
perpetuity remains a distinctive requirement
for the existence of a
praedial servitude, albeit one that is closely related to the utility
requirement. The servitude must
therefore “be based on
some permanent feature or attribute of the servient land”.
[83]
[74]
Turning to the facts of this case, whilst the garden has been
maintained by Ms Berzack for more than 50 years, it cannot be
considered a “permanent feature or attribute” or a
“characteristic” that inheres in the Bains’
property
that will be constantly present in perpetuity. A
garden is subject to the vagaries of drought, flood, hail, pests,
climate
change, neglect by a disinterested or absent owner or tenant
and so on. Without more, it involves no durable natural
feature,
nor any permanently constructed feature. It requires
constant upkeep, including watering, fertilising, replanting,
pruning,
mowing and trimming.
[75]
The wooden pole fence is neither a distinctive feature nor a
durable installation in the way that a brick and mortar structure
might
be. The underlying land on which the garden is kept is
like any other land, including vacant land on Ms Berzack’s
property. It lacks any permanent feature or attribute to serve
Ms Berzack’s property in perpetuity.
[76]
In the circumstances, I am of the view that the garden
servitude does not satisfy the perpetuity requirement of a praedial
servitude.
Utility
[77]
Utility is the
next requirement to consider.
LAWSA
describes this
requirement as follows:
[84]
“
A praedial
servitude must offer some permanent advantage or benefit to the owner
of the dominant land
qua
[(in their capacity as)]
owner and must not merely serve his or her personal pleasure or
caprice. This is known as the requirement
of
utilitas
.
The
locus
classicus
[(classic
example)] of this requirement is a
Digest
text
[85]
which states that a praedial servitude cannot be constituted to allow
the owner of the dominant tenement to pick fruit or to promenade
or
dine on another’s land. Such a right advances the
pleasurable pursuits of a person and does not increase the utility
of
landed property.”
[86]
[78]
Significantly for the present matter, Voet explains the
rationale behind the rule precluding a servitude based on pleasurable
pursuits,
as follows:
“
To
promenade, to dine and to pick fruit is a right not of such an estate
but of a person, and is related rather to the delectation
of human
beings than to the benefiting of landed estates. . . . Apart
from that it is not to be doubted that picking fruit,
promenading and
dining on another’s ground can without question be brought into
a servitude of use, restricted in a definite
manner.”
[87]
[79]
Voet is supported
in this strict approach to praedial servitudes by Huber, who adds
singing, dancing and playing to the list of
examples of activities
that do not establish a servitude.
[88]
A number of respected South African academic writers express the firm
view that a praedial servitude cannot be established
for the personal
pleasure of the owner of the dominant property, although it may form
the basis for a personal servitude.
[89]
This was stated as being part of our law in the judgment of Davis AJ
in
De Kock.
[90]
Indeed Ms Berzack in her written submissions described the
fifth requirement as “utility provided to the dominant
tenement
that is not merely aimed at the pleasure or caprice of the person who
happens to be the owner thereof”.
[80]
In applying this
requirement to the facts of this case, we are constrained by the
factual finding of the High Court, the majority
and the minority
of the Supreme Court of Appeal, on a conspectus of the
evidence put up, that the garden servitude
in this case, to quote the
majority of the Supreme Court of Appeal,
[91]
served “the pursuit of Ms Berzack’s personal
pleasure or caprice”.
[92]
The High Court arrived at its conclusion also having had the
benefit of a site inspection. As an appellate court,
we may not
lightly interfere with that factual finding.
[93]
[81]
It is so that Voet
acknowledges that the utility requirement is satisfied where a
servitude affords
both
pleasure
and utility. This is discussed under the heading “[p]raedial
servitudes may be granted for both pleasure and
benefit.”
[94]
Relevant to this
authority, Ms Berzack argues that the gardening servitude also
provided a view over the servitude area.
I do not accept this
argument. Any pleasurable right given over the property of
another that involves access to it, will
always afford a view over
that servient property. Indeed, in many urban homes, there is a
view over the neighbour’s
garden simply by reason of its
proximity, not by reason of any servitude. In any event, the
view contemplated by a servitude
of view is surely the ability to see
into the distance beyond one’s immediate confines, not 20
metres into the neighbour’s
garden. The view cannot
therefore provide the requisite additional element to constitute the
form of utility envisaged for
a praedial servitude, and the majority
of the Supreme Court of Appeal was in my view
incorrect in this regard.
[82]
Ms Berzack attempts to deal with this difficulty by
saying—
“
Voet confirms
[that] a servitude which is directed at increasing the pleasure of
the dominant landowner is likely also to increase
the enjoyment of
the property as a whole, and that is likely to increase the market
value of the property, which is sufficient
to satisfy the requirement
of utility”.
[83]
Reliance is placed
on
Hollmann
[95]
in this regard. There are the following difficulties with this
argument:
(a)
The Appellate Division in
Hollmann
only
went as far as saying that Voet
[96]
and Brunneman
[97]
“
appear
to be
of
the view that a servitude would qualify as a praedial servitude if it
would raise the price of the dominant [property]”.
[98]
Moreover, the comment is
obiter
(made in passing) because
the Appellate Division went on to decide that the utility in that
case lay in the exclusive right of the
owner of the dominant property
to trade on the servient and dominant properties and the protection
from competition that came with
that restraint.
(b)
De Waal’s comment
on the extract from Voet relied on for this view is that it is
inconsistent with Huber and with Voet’s
approach to the utility
requirement in every other respect.
[99]
(c)
To the extent that
Hollmann
is to be considered as
authority for an increase in market value providing the requisite
utility, this has been criticised by most
South African authors
“because the decision effectively does not require any direct
land-use link between the servitude and
the dominant land and
therefore abandons the utility requirement altogether”.
[100]
[84]
I am accordingly not satisfied that value enhancement is a
sufficient basis for satisfying the utility requirement. Yes,
it
may be a consequence of the utility otherwise afforded by a
servitude. But value enhancement is not sufficient in and of
itself to satisfy the utility requirement. Judgments suggesting
otherwise were not correctly decided.
[85]
Even if this were
not the case, the question whether or not a servitude enhances the
market value of a property is something which
cannot simply be
speculated on. Qualified valuers must provide evidence on
market value
[101]
and there
is authority as to the methodology to be used in assessing the
enhancement or reduction in value brought about by the
registration
of a servitude.
[102]
Although both the minority and majority in the
Supreme Court of Appeal (and the Bains) accepted that
there
may be an enhancement in market value brought about by the
servitude in question, this was not based on any reliable evidence of
market value. Accordingly, even if an increase in market value
was sufficient to establish utility, there is no evidentiary
basis
for a finding in this regard.
[86]
Accordingly, the utility requirement for a praedial servitude
is also not satisfied.
Consequences of
absence of utility and perpetuity
[87]
Before dealing
with the consequences of the failure to satisfy the perpetuity and
utility requirements, regard must be had to Ms Berzack’s
reliance on the judgment of the England and Wales Court of Appeal in
Ellenborough
Park
.
[103]
That case concerned a large rectangular garden, 350 yards by 100
yards, around which houses had been built on three sides,
with the
fourth side open to the sea. The houses were designed so that
they would have one communal garden rather than individual
gardens.
[104]
The
original deeds of transfer conferred on the owners of the houses and
their successors-in-title, jointly, full rights
of access to and
enjoyment of the garden, subject to a fair share of the costs of
maintaining it. The issue in dispute was
whether this amounted
to a binding easement, the equivalent for present purposes of a
praedial servitude. The English law
of easements was strongly
influenced by Roman Law. There was however debate about whether
that extended to the rejection
of easements for purely recreational
or pleasurable purposes. The Court of Appeal said—
“
we do not think
that the right to use a garden of the character with which we are
concerned in this case can be called one of mere
recreation and
amusement . . . No doubt a garden is a pleasure – on high
authority, it is the purest of pleasures; but, in
our judgment, it is
not a right having no quality either of utility or benefit as those
words should be understood. Its use
for the purposes, not only
of exercise and rest but also for such normal domestic purposes as
were suggested in argument –
for example, for taking out small
children in prams or otherwise – is not fairly to be described
as one of mere recreation
or amusement, and is clearly beneficial to
the premises to which it is attached.”
[105]
[88]
A binding easement was therefore found to exist, benefitting
not only the original owners, but also the successors-in-title to the
houses surrounding the garden. It is noteworthy that the Court
of Appeal found that the garden in question was distinctive
and that
the utility went beyond “mere recreation and enjoyment”.
This was, to a degree, an acknowledgement of
the continuing impact of
the principle deriving from Roman Law.
[89]
In
Regency
Villas
,
[106]
the United Kingdom Supreme Court nevertheless treated
Ellenborough
Park
as
a development of the common law so as to include rights in a communal
garden that were “essentially recreational”
as affording
the requisite “service, utility and benefit” to
constitute an easement.
[107]
On this basis, the Supreme Court considered whether or not to
endorse
Ellenborough
Park.
That
case concerned a timeshare development in which the owners of the
timeshare apartments as the dominant properties had an easement
purporting to confer rights to a park and manor house, as servient
property, with a range of sporting facilities, including a golf
course, tennis courts, squash courts, a gym, a billiards room and a
heated pool. In deciding on its validity, the Supreme
Court
took into account judgments in Canada
[108]
and Australia
[109]
that held
that an easement could be established in relation to recreational
rights.
[110]
The
Supreme Court held that it—
“
should
affirm the lead given by the principled analysis . . . in
In
re Ellenborough Park
by
a clear statement that the grant of purely recreational (including
sporting) rights over land . . . may be the subject matter
of an
easement.”
[111]
However,
this was subject to compliance with the other requirements for a
valid easement,
[112]
including that the rights genuinely benefit the dominant property.
The Supreme Court took into account that sport and recreation
are “a
beneficial part of modern life.”
[113]
[90]
The present matter
is distinguishable from these two judgments in important respects.
The ouster principle in English law
precludes an easement that has
the effect of depriving the owner of the servient property of lawful
possession and control.
In both judgments, the courts enquired
into the question whether the servient property owners were so ousted
and held that they
were not.
[114]
By contrast, the Bains and their successors-in-title are entirely
deprived of possession in the servitude area. There
is no
sharing of possession of the servitude area with the owners of the
servient property, or, as was the case in
Regency
Villas
,
with members of the public. In both
Ellenborough
Park
and
Regency
Villas
,
the properties were developed in ways that the garden and the
recreational facilities were permanent features serving to benefit
the dominant properties. Under South African law, unlike
Ms Berzack’s garden, this would have satisfied the
perpetuity
requirement. In
Ellenborough
Park
,
the costs of maintaining the garden were shared amongst the owners of
the dominant and servient properties. No provision
equivalent
to section 66 of the Deeds Registries Act came into play in the
English cases.
[91]
Nevertheless, the development of the common law in the United
Kingdom and other countries to accommodate recreational servitudes
is
something that cannot be ignored in this country. Arguably it
would be a dystopian society that failed to recognise the
utility of
recreational praedial servitudes that are otherwise compliant with
property law principles, particularly if they are
created for the
benefit of the public or communities.
[92]
Our courts have
shown a willingness, when called upon to do so, to develop the common
law of servitudes in terms of section 173
of the Constitution so
as to adapt to modern conditions.
[115]
It may also be appropriate in particular circumstances to relax
the strict application of one or more of the five requirements
for a
praedial servitude in order to develop, on a case by case basis,
[116]
new praedial
servitudes that are manifestly of benefit to society and are not
unduly oppressive to the owner of the servient property
or precluded
by statute.
[117]
[93]
For a number of reasons, this is not the case for a
development of the law along the lines of English law or otherwise.
Ms Berzack
did not seek the development of the common law.
Both parties pleaded and argued the case based on the common law as
it stands.
Before developing the common law, consideration
would have to be given to whether or not a legislative amendment is a
better manner
of proceeding. Even if we were to develop the law
in relation to the utility requirement, Ms Berzack does not
satisfy
the perpetuity requirement. The fact that the servitude
in this case was conceived in the context of an attempt to circumvent
a land use ordinance does not provide fertile ground for a
significant development of the common law. And the complete
ouster
of the Bains’ possession of the servitude area presents
a significant difficulty. I will return to this later.
[94]
The upshot is that the garden servitude in question does not
qualify as a praedial servitude. Section 3(1)(o) of the
Deeds Registries Act provides that the Registrar of Deeds “shall,
subject to the provisions of the Act . . . register any
servitude,
whether personal or praedial”. Section 76(1)
provides that “[a] praedial servitude in perpetuity
. . . may
be created in a transfer of land only if the servitude is imposed on
the land transferred in favour of other land registered
in the name
of the transferor”.
[95]
In terms of these provisions the Registrar of Deeds purported
to register the servitude in question as a praedial servitude upon
transfer of what is now the Bains’ property from Ms Berzack
to Mr Wellens on 21 September 1983.
However,
because the servitude did not qualify as a praedial servitude, there
was no lawful basis to do so.
Was the servitude
lawfully registered as a personal servitude?
[96]
Having found that the servitude in question was not capable of
registration as a praedial servitude, the question that follows is
whether the servitude was registerable as a personal servitude.
[97]
Section 67 of the Deeds Registries Act provides that “[a]
personal servitude may be reserved by condition in a deed of
transfer
of land if the reservation is in favour of the transferor”.
[98]
As discussed
above,
[118]
Voet explains
why pleasurable servitudes may not be registered as praedial
servitudes but goes on to say that “it is not
to be doubted
that picking fruit, promenading and dining on another’s ground
can
without question be brought into a servitude of use
,
restricted in a definite manner”.
[119]
[99]
From this it is clear that Voet considers that a servitude
over immovable property that is for the pleasure of a person may be
recognised
as a personal servitude of use. However, he
qualifies it by saying that it must be “restricted in a
definite manner”.
This requires that the servitude must
be framed in accordance with its character as personal, not praedial,
and in accordance with
what is recognised as a servitude of use.
[100]
Section 66 of the Deeds Registries Act also comes into
play. It is headed “Restriction on registration of
personal
servitudes”, and reads as follows:
“
No
personal servitude of
usufruct
,
usus
or
habitatio
purporting to extend beyond the lifetime of the person in whose
favour it is created shall be registered, nor may a transfer or
cession of such personal servitude to any person other than the owner
of the land encumbered thereby, be registered.”
[101]
Applying this
provision to the servitude in this case, it is clear from the
reference in clause P, the opening paragraph of
the servitude,
to “and [her] successors-in-title as owners of the Remainder of
Erf 3[...] C[...]” and from the words
in parentheses at the end
of the servitude, “the term Seller shall include her
Successors-in-Title”, that it purports
to extend beyond the
lifetime of the person in whose favour it has been registered.
Accordingly, if the underlying servitude
is one of usufruct,
usus
or
habitatio
,
it has been registered in breach of section 66. Similarly,
the servitude will not have been “restricted in a
definite
manner”, as required by the common law.
[120]
[102]
There was no suggestion that the servitude was one of usufruct
or
habitatio
. Is the servitude one of
usus
?
In making this assessment, it seems to me that one must, in applying
section 66 and having established that it cannot
be a praedial
servitude, ignore the components of the servitude that purport to
extend beyond the life of the person in whose favour
it is created
and look at the essence of the right created. The essence of
the right created is to be found in paragraphs (b)(i)
to (iii)
of the servitude, interpreted in the factual context provided by the
evidence.
[103]
Van der Walt describes
usus
as follows:
“
The
personal servitude of use . . . is similar to but narrower than
usufruct. The beneficiary of a servitude of use . . .
can, like
the usufructuary, use the property of another for her lifetime or for
the specified term of the servitude, for her own
benefit or for the
benefit of her family, provided that the substance of the property is
preserved and returned to the owner when
the servitude of use is
terminated.”
[121]
[104]
In my view, the nature of the access to and conduct within the
servitude area provided for in paragraphs (b)(i) to (iii) of
the
servitude falls squarely within the above description of
usus
.
It simply affords Ms Berzack exclusive occupation and
use
of the servitude area for the purpose of gardening. She herself
described it in her answering affidavit as “a right
of
exclusive
use
” (emphasis added). The fact that, as
found by the High Court and all of the judges of the Supreme
Court of Appeal,
she uses it for the pursuit of her
personal
pleasure or caprice, is dispositive of it being a
personal
servitude, and, on the authority of Voet, is entirely compatible with
the servitude of
usus
.
[105]
There is another
perspective from which the matter may be assessed. As I have
found above, the terms of the servitude, interpreted
in the context
provided by the affidavits of Ms Berzack and Mr Wellens,
confer exclusive access to and use of at least
that part of the
servitude area that falls behind the wooden pole fence.
[122]
The Bains are entirely deprived of virtually all of the main
components of the rights that are constitutive of ownership.
That represents a significant burden on the property from their
perspective.
[106]
Silberberg and Schoeman
identify as one of the criteria
on the basis of which praedial and personal servitudes may be
distinguished, the nature of the
burden imposed by the servitude.
In this regard, they state the following:
“
If one considers
the duration of a praedial servitude, [it] imposes a significant
burden on the servient tenement because the burden
is in principle
perpetual. However, if one considers the use and enjoyment
entitlements of the servient owner, a personal
servitude (like
usufruct) places a more intense burden on the servient owner over a
relatively shorter period of time than a praedial
servitude (like the
right of way or a grazing right) which places a burden of
comparabl[y] lower intensity on the servient owner
perpetually.”
[123]
[107]
This is precisely the complaint raised by the Bains about the
nature of the servitude that has been registered against their
property.
Their property must bear the “more intense
burden” associated with a personal servitude over the period of
infinite
duration associated with a praedial servitude. The
effect is to sterilise some 25% of their property in perpetuity (34%
if
one includes the full servitude area including that outside of the
area gardened). With justification, they complain that
Ms Berzack cannot have it both ways. Section 66, they
say, is there to prevent precisely this situation.
[108]
Ms Berzack’s
answer to this is to point to recognised servitudes that she contends
have a similar impact.
[124]
In this regard, she identifies the servitudes associated with
overhanging balconies and beams jutting into a neighbour’s
property. However, these servitudes manifestly have a lesser
intensity than the servitude she asserts here. The praedial
servitude affording an exclusive right to trade in
Hollman
could be exercised
anywhere on a servient property spanning 836 morgen
[125]
in extent. The fact that the right was not exercised for over a
third of a century suggests that if there had been any market
for the
envisaged trade, the stores were not going to take up much of the
836 morgen, and certainly not 25 to 34%.
[109]
The example of a
servitude allowing the owner of the dominant property to establish
parking bays on the servient property is offered
as another example
of a praedial servitude of equal or greater intensity. For this
submission, Ms Berzack relies on
the judgments of the High Court
and the Supreme Court of Appeal in
Olive Marketing
.
[126]
These do not avail Ms Berzack. That matter involved a
praedial servitude obliging the owner of the servient property
to
make available at least 250 parking bays to the dominant property
(where an ice rink and cinema were located) in perpetuity.
[110]
The case is
distinguishable from the present matter in several respects.
The servitude did not permanently sterilise the property
in the hands
of the owner of the servient property. It was entitled to
charge for the use of the parking bays at the rate
prevailing in the
area.
[127]
The
property was in any event statutorily bound by a long standing
town planning scheme that compelled the servient
owner to provide the
parking bays.
[128]
[111]
On the factual
finding of the High Court, which was not disturbed on appeal,
there was sufficient parking within the three
levels of parking at
the bottom of the retirement complex for both its residents and the
users of the 250 bays.
[129]
The utility and perpetuity requirements for a praedial servitude were
plainly satisfied. The parking bays were a permanent
installation, affording the necessary permanent feature and the
losses sustained by the plaintiff when the first defendant breached
its obligation to provide the parking bays,
[130]
demonstrated the utility of the servitude. The grounds of the
challenge to the validity of the servitude were different from
those
in this case. It did not involve a servitude for the pleasure
of a particular person.
[112]
In the circumstances, it is quite clear that the servitude is
indeed a personal servitude of
usus
, which purports to have
been registered beyond the lifetime of Ms Berzack. This
was done in breach of section 66
and should never have been
allowed by the Registrar of Deeds.
The second judgment
[113]
The second
judgment suggests, with reference to
Malan
,
[131]
that this judgment overlooks the fact that the decisive factor in
distinguishing servitudes is whether there is a dominant
property.
[132]
If one
considers this observation in
Malan
in its
full context,
[133]
the only
point the court was making is that in a praedial servitude the
servitudinal rights attach to a property, being the dominant
property, whereas in a personal servitude they attach to a person, so
there is no dominant property.
[114]
That begs the
question whether a praedial servitude has lawfully been registered in
favour of the dominant property. If a
servitude is registered
as a praedial servitude either in conflict with the principles of
property law,
[134]
or in
breach of section 66 of the Deeds Registries Act, the mere fact
that a dominant property is referred to in the deed
purportedly
establishing the servitude takes the matter no further. It is
precisely this enquiry as to the lawfulness of
the registration in
favour of Ms Berzack’s property that we are concerned with
in this case.
[115]
The second
judgment emphasises the “clear wording” of the
servitude.
[135]
Whilst
I do not agree that the wording is clear, it is so that the wording
of the servitude reflected an intention to register
and reflect a
praedial servitude in the records of the deeds registry.
[136]
The primary indicator of that intention is that it purports to extend
beyond the lifetime of Ms Berzack in favour of
her
successors-in-title. But this leaves unanswered the question as
to whether the servitude is lawful. That requires
an enquiry in
this case into whether the servitude in fact satisfies the
requirements for a praedial servitude or those of a personal
servitude. This must include the evidence of the parties as to
how the servitude operates in practice.
[116]
What I have set
out earlier in this judgment demonstrates why the finding is
unavoidable that the servitude in question is personal.
Central
to this is a factual finding of the High Court and all of the
judges of the Supreme Court of Appeal that the servitude,
to quote
the majority, “serv[es] the pursuit of Ms Berzack’s
personal pleasure or caprice”.
[137]
The finding leaves no room but to hold that the servitude is
personal, particularly when taken in conjunction with Ms Berzack’s
own description of it as “a right of exclusive
use
”
.
And, on good authority,
[138]
the more exclusive the use, the more probable that the servitude is
personal, not praedial.
[117]
The second
judgment asserts that if the servitude was to be treated as personal,
it would extend beyond Ms Berzack’s
alienation and
vacation of the dominant property.
[139]
However, that assumes that a personal servitude always endures for
the life of the servitude holder. As I have pointed
out,
[140]
it does not invariably do so. Given the factual circumstances
here, particularly the integration of the garden on the servitude
area with the garden on the dominant property, with the purpose being
the pursuit of Ms Berzack’s personal pleasure
or caprice,
the personal servitude was bound to end when she alienated and
vacated the property. Even in its form as currently
registered,
the servitude does not purport to give her use of the property beyond
alienation.
[118]
The second
judgment prefers the line of academic thought that treats perpetuity
as being closely related with utility and subsumed
by it as a
requirement.
[141]
I
agree that perpetuity and utility are closely related. The
permanent feature of the servient property is what affords
the
utility to the dominant property. But to collapse them into one
overlooks an essential feature of a servitude.
It risks the
registration of servitudes that unfairly burden the servient property
owner’s land, as is the case here if the
Bains are refused
relief. Even if perpetuity is subsumed by utility, the
servitude in this case does not withstand scrutiny
as a praedial
servitude for the reasons I have given.
[142]
[119]
The second
judgment characterises the perpetuity requirement as being whether
the condition establishing the servitude is “designed
to have
permanent operation”.
[143]
I respectfully disagree. The perpetuity requirement
contemplates “some permanent feature or attribute of the
servient land”
[144]
that is capable of permanently fulfilling the needs of the dominant
property. Its focus is on a feature or attribute of the
land,
not on the deed creating the servitude. The reference in this
judgment to the impermanence of a garden is a reference
to the
absence of a permanent feature on the land constituting the servient
property to satisfy the perpetuity requirement.
A garden is,
for the reasons given, not a permanent feature or attribute of the
land on the servient tenement for the purposes
of satisfying this
requirement.
[120]
Nor can the land
itself constitute the permanent feature of the land to satisfy the
perpetuity requirement. Logically that
must be so. To
suggest that land itself can be the permanent feature, as the second
judgment also does,
[145]
is
to do away with the perpetuity requirement. Land is required
for the existence of any servitude and it will always be
there.
The danger with recognising land in and of itself as providing the
requisite permanent feature of the land, is that
the distinction
between ownership and servitudinal rights is undermined. One
may then end up with precisely the unjust situation
that confronts us
here. The owners of the servient property in perpetuity have,
to all intents and purposes, forfeited ownership
under the exclusive
terms of the servitude.
[121]
The second
judgment suggests
[146]
that
this judgment is at odds with my own judgment in
Pickard
[147]
and with that of the High Court in
De Kock
.
[148]
This is not so. Neither judgment turned on the perpetuity
requirement. The question in those cases was whether
a
permanent loss of the
utility
of a servitude resulted
in the permanent loss of the servitude itself.
Pickard
found
that it did.
[149]
De Kock
assumed
that it did, without deciding the question,
[150]
and held on the facts, that the utility of the servitude was not
permanently lost. If anything,
Pickard
implicitly supports a
perpetuity requirement, particularly if it is seen as a component of
utility (as the second judgment does).
On that basis a
permanent loss of perpetuity means the permanent loss of the
servitude. Van der Walt makes the same point.
[151]
[122]
The second
judgment refers to Van der Walt’s conception of the perpetuity
requirement as being one that is not absolute but
relative.
[152]
However, in saying this, Van der Walt still requires
that there be a “feature or characteristic of the servient
land” that is relatively durable.
[153]
Even if this were to be accepted, a planted garden is in my view not
a “feature or characteristic” of the land
for the
purposes of satisfying the perpetuity requirement; nor is it
“relatively durable” for the reasons I have given.
[123]
The second
judgment cites several examples of servitudes recognised by the old
authorities that survive periods of interruption.
This, it
seems to be suggested, casts doubt upon the existence of a perpetuity
requirement as understood in this judgment. It
is important to
consider the context in which the examples are cited by the old
authorities. At least one of the examples
derives from a
discussion of the loss of praedial servitudes through non-use.
[154]
The section of Van Leeuwen relied upon in the second judgment
also pertains to the loss of servitudinal rights due to
non-use for
the period of prescription.
[155]
This has no bearing on the perpetuity requirement. The fact
that a servitude will survive non-use by the owner of the
dominant
property for up to thirty years,
[156]
and sometimes longer in the case of a negative praedial servitude, is
not an indication that there is no perpetuity requirement
or that it
is somehow attenuated, as I will explain.
[124]
The example in
question comes from the
Digest
.
It is based on the negative praedial servitude that prevents building
above a certain height on the servient property so
that light may
flow to the dominant property.
[157]
It assumes that the servitude is not exercised by the dominant
property owner, who covers their own windows for an extended
period.
The servitude is not lost through the conduct of the owner of
the dominant property in covering their windows.
This is unless
the owner of the servient property has built a structure on their
property blocking the light and has kept it in
place for thirty years
without the dominant owner acting to stop them.
[125]
If one analyses this example from the perspective of the
perpetuity requirement, the permanent feature of the servient
property
is that it provides an uninterrupted flow of light into the
dominant property. That permanent feature of the servient
property
is not interrupted or removed if the dominant property owner
chooses to block up their own windows. On the contrary, it
remains
in place, whether or not the dominant owner decides to
unblock the windows and enjoy the servitude that is in place.
The
owner’s non-use does not give rise to non-compliance with
the perpetuity requirement.
[126]
If, however, the owner of the servient property erects a high
building on it that blocks the light, the effect is to eliminate the
permanent feature of the servient property. If the obstructing
building remains in place for a period exceeding the extinctive
prescription period, without the dominant owner acting to have it
removed, the servitude is lost. It is lost because the
feature
allowing the uninterrupted flow of light is permanently lost.
That confirms rather than undermines the perpetuity
requirement as
explicated in this judgment. The permanent feature must be in
place for the servitude to continue to exist.
[127]
Analysis of the
example of an urban servitude allowing a beam to be extended into a
wall of a neighbouring servient property,
[158]
yields a similar result. Voet says that such a servitude is
“renewed” when the house on either the servient or
the
dominant property falls down and is then rebuilt.
[159]
The permanent feature is the supporting wall on the servient
property. If only the dominant owner’s house falls
down,
the permanent feature of the supporting wall remains in place.
If the house with the supporting wall on the servient
property falls
down and is rebuilt, the permanent feature has been restored and the
servitude remains in place.
[128]
As the second
judgment points out, a river in an arid area might support a water
servitude, even if the river runs dry periodically.
[160]
But here the riverbed remains throughout a permanent feature or
characteristic of the land on the servient property, capable
of
supplying the dominant property with water when the rain fills it.
The access afforded by a right of way to and from a
particular
point over the servient property remains a permanent feature or
characteristic, even if it becomes overgrown through
non-use.
[161]
A servitude of grazing or pasturage affords a permanent supply
of natural grasses suited to feeding cattle, reviving naturally
after
they were depleted during a drought or destruction for some other
reason.
[162]
The
various examples do not therefore undermine the perpetuity
requirement. They confirm it.
[129]
The second
judgment expresses the view that the perpetuity requirement could not
have survived the enactment of section 76(1)
of the Deeds
Registries Act because it provides for “a praedial servitude in
perpetuity or for a limited period”.
[163]
I respectfully disagree. All that it does is introduce the
statutory option of a praedial servitude for “limited
periods”.
[164]
It expressly retains the option of a servitude in perpetuity and, if
anything, adds statutory force to the distinct common
law requirement
of perpetuity.
[130]
Insofar as utility
is concerned, the second judgment relies on Voet’s assertion
that “praedial servitudes may be granted
for both pleasure and
benefit”.
[165]
As appears from what I have said earlier in the judgment, I agree
with this statement of the law. The second judgment
identifies
an increase in market value deriving from both the aesthetic appeal
and exclusive access to and control over the servitude
area, as
providing the requisite additional benefit. Here I respectfully
differ.
[131]
As authority for
the increase in market value constituting benefit, the
second judgment cites Voet’s example of a servitude
that
allows for water to be led from a servient property, not for
irrigation but for the dominant property’s “leaping
fountains” and “gently murmuring waterfalls”.
[166]
Of this example, Voet says that such rights “will not be
praedial servitudes for any other reason than that the price
of the
tenement . . . is raised because of them.”
[132]
As regards Voet’s suggestion that the additional,
non-aesthetic utility can be provided by an increase in the market
value
of the dominant property, De Waal says:
“
Myns
insiens is dit egter te geïsoleerd en ongemotiveerd om enigsins
as oortuigend aangemerk to word. ‘n Uitgangspunt
só
vreemd aan die oorwegende benadering tot die utilitas-vereiste sou
immers meer gesag vereis as hierdie enkele stelling
van Voet.”
[167]
[133]
Van der Walt and
other authors are also critical of this view.
[168]
Referring to it as the widest approach to utility, he goes on to say—
“
CG
van der Merwe . . . argues that the most important objection against
the widest approach is that it effectively abolishes the
utility
requirement, which could result in the imposition of unbearable
burdens on servient land and inhibit a healthy land market.”
[169]
The
outcome on the reasoning of the second judgment would indeed give
rise to the unbearable burden to which Van der Merwe refers.
[134]
There is also,
with respect, a contradiction inherent in the second judgment
insofar as it on the one hand finds as a source
of increased value
(and thereby utility) the exclusively controlled “encroach[ment]”
twenty metres into the servient
property,
[170]
yet on the other hand hints at the possibility of further proceedings
by the Bains on the basis that Ms Berzack does not exercise
the
servitude
civiliter
modo
(in
a civil way).
[171]
If
the exercise of exclusive control by Ms Berzack is unlawful on
this ground, it cannot sustain the utility requirement.
Nor
does the potential for legal proceedings restricting exclusive
control leave space for assuming that the servitude enhances
the
value of the dominant property.
[135]
I do not join in
the second judgment’s assertion that there is no scope for the
development of the common law of servitudes
in terms of section 39(2)
of the Constitution. Indeed, it would be in conflict with
section 39(2) and section 173
of the Constitution for this
Court to declare in advance that it would not perform the
constitutional obligations resting on it
in this regard. The
common law of servitudes cannot simply be cast aside because it is
based on an absolutist theory of property
ownership. Yes,
whilst aspects such as the presumption against servitudes might be
open to criticism on that basis, that
is a matter that could be
addressed by way of a development of the common law. The
outcome in this judgment demonstrates
that the common law principles
retain a logic that is relevant in today’s society. In
Link
Africa
[172]
this Court demonstrated how the law of servitudes could be harnessed
in support of a socially desirable outcome. In terms
of
section 22(4)(c) of the Land Reform (Labour Tenants)
Act,
[173]
the Land Court may
award a servitude to a labour tenant to protect rights of access to
water and the like. Other statutes
also provide for the
expropriation of servitudes for the public weal.
[174]
The application of the common law of servitudes together with
the relevant provisions of the Deeds Registries Act in this
judgment
gives rise to a fair result which is not absolutist by any means.
[136]
The common law of servitudes is intertwined with the common
law of property, so a reconfiguration and codification would have to
cover both. It would be a massive and complex undertaking,
likely spawning more litigation on the interpretation of the new
statute or statutes. My own view, for what it is worth, is that
the time of the Executive, the Legislature and the Judiciary
would be
better spent ensuring, as best they are able, that the land reform
provisions in section 25 of the Constitution bear
the fruit that
they promise.
The
third judgment
[137]
I respectfully
differ from the reasoning and proposed order in the third judgment.
Amongst other things, no case was pleaded
on the basis that the
servitude was not exercised
civiliter
modo
.
This is not remedied by questions having been put to counsel
from the bench at the hearing in this Court. The interpretation
of the servitude in the third judgment does not, with respect, take
into account the factual and legal context in which the servitude
was
established, as set out earlier in this judgment.
[175]
[138]
In relation to the modification of the fencing provided for in
the third judgment’s proposed order, the relief granted to the
Bains by the High Court in this regard was overturned by both the
majority
and the minority
in the Supreme Court of Appeal.
In the founding affidavit in the application for leave to appeal to
this Court, the Bains
adopted without reservation the reasoning and
order that would have been granted by the minority. That
renders the question
of the modification of the fencing
res
judicata
(a matter already decided) against the Bains,
notwithstanding the broad wording of the notice of application for
leave to appeal.
This Court is therefore precluded from
entertaining that issue, as the third judgment seeks to do.
Remedy
[139]
What is the
appropriate remedy where a court finds that a servitude has been
registered without statutory authorisation to do so
in terms of
section 76(1) and in contravention of section 66 of the
Deeds Registries Act? The Act makes no express
provision for
the appropriate form of relief. In
Pickard
,
[176]
it was held that the superior courts have a broad jurisdiction under
the Deeds Registries Act in appropriate cases to order changes
to the
title deeds.
[177]
It
referred to various provisions of the Act pointing to such a
jurisdiction and went on to say:
“
Such powers derive
also from the courts' inherent jurisdiction at common law and under
section 173 of the Constitution. Thus
in
Ex
parte Millsite Investment Co (Pty) Ltd
[178]
Vieyra J examined the historical development of land
registration and the role of the courts in that regard in Holland and
the Cape from the sixteenth century onwards, and went on to hold as
follows:
‘
In
its origin then the acts of transfer, hypothecation and similar
burdening of land and all matters ancillary thereto were judicial
acts. In view of the inherent jurisdiction above referred to
and the historical circumstances regarding land registration
it would
be surprising if the Courts did not claim to have the right of
surveillance over the whole system and to interpose their
authority
in the interests of justice. A consideration of various decided
cases shows that this is what happened. Thus
it has intervened
to authorise rectification of deeds of transfer: see
Nhlapo
v Nhlapo
,
[179]
where a review of various cases will be found at [page] 499.
.
. .
It
seems to me, accordingly, that there is ample support for the view
that the Supreme Court does possess the inherent power
of
interposition in matters pertaining to land registration and matters
ancillary thereto.’”
[180]
[140]
In those circumstances, the High Court plainly had the
power to order the rectification of the deed of transfer in question
by changing it to reflect the personal servitude that ought
originally to have been registered, based on the evidence before the
Court. This should have rendered the deed compliant with
sections 66 and 76(1) of the Deeds Registries Act.
However,
the rectification ordered by the High Court needs to be
corrected in the following respects to reflect the outcomes in the
Supreme Court of Appeal and in this Court.
[141]
Paragraphs 1 to 4 of the order of the High Court allowed
the Bains to demolish Ms Berzack’s wooden pole fence and
erect a new one along the boundary between their respective erven.
Both the majority and the minority in the Supreme Court of Appeal
agreed that those paragraphs should be set aside. That
component of the order of the Supreme Court of Appeal was not
challenged
before this Court and it must stand.
[142]
Paragraph 6 of the order of the High Court ordered that
“clauses P(b)(ii) and (iii) shall cease to have force or effect
upon the death of [Ms Berzack].” It fails to provide
for the scenario where Ms Berzack alienates the property
before
she dies. On the order of the High Court, she would remain
entitled to exercise her servitudinal rights over
the servitude area,
despite no longer being the owner of the property from which she
accesses the garden. As has already
been pointed out, this
would make no sense. Paragraph 6 should also have provided
for the possibility of lawful termination
of the servitude by any
other means earlier than her death or alienation of the property.
[143]
Paragraph 8 of the High Court’s order fell short in
the following respects:
(a)
The High Court deleted clause P(b)(i) of the servitude
when
no case was made out for this relief.
(b)
The High Court inserted a new clause P
bis
to replace
clause P(b)(i) and amend it so as to align with the relief
granted in relation to the fences. Because that
relief was
wrongly granted, clause P
bis
stands to be deleted
and P(b)(i) reinstated, including the cross-references to that
clause.
[144]
Paragraph 10 of the order of the High Court directed that
Ms Berzack pay the Bains’ costs. This needs to be
revisited because the relief granted in paragraphs 1 to 4 ought
to have been refused by the High Court. In my view,
an
order granting the Bains two thirds of their costs in the High Court
would be a fair reflection of what the outcome should
have been in
that Court. Ms Berzack successfully appealed against
paragraphs 1 to 4 in the Supreme Court of Appeal.
That relief was not challenged before us. In this Court, the
Bains, broadly speaking, successfully defended the balance of
the
relief granted by the High Court. An order that Ms Berzack
pay two thirds of the Bains’ costs in the
Supreme Court of Appeal would fairly reflect what the
outcome ought to have been there. The Bains have been
wholly
successful in this Court. They are accordingly entitled to
their costs in this Court.
[145]
The Registrar confirms in his report that “[f]rom a
registration point of view there are no objections to the order being
granted as prayed”, subject to compliance with the usual
requirements for any act of registration consequent upon a court
order.
Order
[146]
The following order is made:
1.
Leave to appeal is granted.
2.
The appeal is upheld.
3.
The order of the Supreme Court of Appeal is set
aside and replaced with the following order:
“
(1)
Leave
to
appeal is granted.
(2)
The appeal is upheld.
(3)
The order of the High Court is amended to read as follows:
‘
1.
The second respondent is ordered to rectify c
lause P
of deed of transfer No. T10518/2017 executed at the office of the
Registrar of Deeds, Cape Town on 28 February 2017
so as to
read as follows:
‘
P.
SUBJECT
FURTHER
to
the following conditions imposed by the Transferor in favour of
herself personally, which conditions are as follows:
(a)
The property hereby transferred is subject to a servitude area 20
(twenty) metres wide, the Western
boundary of which shall be parallel
to the boundary marked DE on Diagram No 5253/1981 of the Remainder of
Erf 3[...] C[...], held
by the said Transferor, Margot Berzack (born
Illman) married out of community of property to Jeffrey Cyril
Berzack, under Deed
of Transfer No. 38631 dated 31st December 1970.
(b)
The said servitude shall be subject to the following terms and
conditions namely:
(i)
No wall or fence of any description shall be
erected on the servitude boundary except extension of existing type
of fencing (wooden
pole fencing).
(ii)
The Transferor shall have the right to plant, control, care for and
renew the existing garden
situated within the servitude area more
fully described above.
(iii)
The Transferor shall have full rights of access to such servitude
area in fulfilment of the
rights hereby granted.’
2.
It is declared that clauses P(b)(i), (ii) and (iii) of the
servitude—
(a)
were in their original form not lawfully capable of being registered
in the title deed, or of
operating, as a praedial servitude over Erf
8[...] C[...], (a) in favour of the remainder of Erf 3[...] C[...],
or (b) beyond the
lifetime of the first respondent in favour of her
successors-in-title, and the second respondent erred in permitting
those clauses
to be so registered;
(b)
were in their original form and are in their rectified form, lawfully
capable of operating only
as a personal servitude of
usus
over
Erf 8[...] C[...] in favour of the first respondent;
(c)
in their rectified form shall cease to have force or effect upon the
death of the first respondent,
or the alienation of Erf 3[...]
by the first respondent,
or if otherwise lawfully
terminated, whichever is the earlier.
3.
The balance of the relief sought by the applicant is dismissed.
4.
The first respondent is ordered to pay two thirds of the costs of the
applicant, including
the costs of two counsel.’
(4)
The applicant is ordered pay two thirds of the costs of the first
respondent in the applications
for leave to appeal and the appeal to
the Supreme Court of Appeal, including the costs of two counsel.”
4.
The first respondent is ordered to pay the
applicant’s costs of the application for leave to appeal and
the appeal in this
Court, including the costs of two counsel.
CHASKALSON AJ
(Zondo CJ concurring):
[147]
I have read the judgments of my colleagues Dodson AJ
(first judgment) and Bilchitz AJ (third judgment). I find
myself
disagreeing with the reasoning of the first judgment and its
conclusions on the merits of the appeal. In my view, the
servitude
in this case is a praedial servitude and I would therefore
grant leave to appeal but, dismiss the appeal.
[148]
The first judgment’s focus on the elements of permanence
and utility overlooks the fact that:
“
It
is the existence or non-existence of a dominant tenement which is the
decisive factor in differentiating between personal and
praedial
servitudes.”
[181]
[149]
In the present case, there is a dominant
tenement, namely the Berzack property. The primary clause of
the servitude is clearly
designed to create a praedial servitude
which operates in favour of the Berzack property as opposed to a
personal servitude vesting
rights only in Ms Berzack. It
states:
“
The
property hereby transferred is subject to a servitude area 20
(twenty) metres wide, the Western boundary of which shall be parallel
to the boundary marked DE on Diagram No. 5253/1981
in
favour of the Remainder of ERF 3[...] C[...]
,
held by the said Transferor, MARGOT BERZACK (born ILLMAN) married out
of community of property to Jeffrey Cyril Berzack under
Deed of
Transfer No. 38631 dated 31st December 1970.”
(Emphasis added.)
While clauses (b)(ii)
and (b)(iii) of the servitude might be thought to contemplate a
personal servitude by vesting rights
in “[t]he Seller”,
the servitude makes clear that these are not rights personal to
Ms Berzack because it states
that “the term SELLER shall
include her Successors in Title”.
[150]
Quite aside from its
clear
wording,
the garden servitude has no rationale unless it is seen as being in
support of the Berzack property, not least because
the garden which
Ms Berzack and her successors in title are entitled to plant,
control, care for and renew in terms of the
servitude, is a garden
which straddles both the Berzack property and the Bains property.
Ms Berzack is not given the
rights in respect of a
self-contained garden on the Bains property. She is given
rights in respect of a single integrated
garden, which has always
served the house on the Berzack property and a substantial part of
which remains on the Berzack property.
[151]
Moreover, the servitude cannot be seen as a
personal servitude vesting rights in Ms Berzack because it does
not vest any rights
in her, independent of her ownership and
occupation of the dominant tenement, namely the Berzack property.
If the servitude
was
to
be treated as a
personal servitude, it would entitle Ms Berzack to enter the
Bains property to plant and care for that part
of the garden on the
Bains property even after she sold the Berzack property and ceased to
occupy it. That would clearly
be an absurd result. The
absurdity would be magnified by the fact that after Ms Berzack
sold the Berzack property, she
would no longer have the right to
enter onto the Berzack property at all, still less to plant and care
for any part of the garden
on the Berzack property.
[152]
In order to address the absurdity of this
outcome, the first judgment is forced to treat the servitude as a
personal servitude in
favour of Ms Berzack but one which is
limited to the
period
in which she remains
owner of the Berzack property. Thus the logic of the first
judgment depends on the creation of a hitherto
unrecognised hybrid of
personal and praedial servitudes – a personal servitude that is
defined with reference to the ownership
of a dominant tenement by the
person in whose favour it is created.
[153]
Apart from these complications which flow
from treating the servitude as a personal servitude in favour of
Ms Berzack, that
conclusion can only be achieved by simply
ignoring
the express wording of the
servitude that makes clear that the rights that the servitude vests
in “the Seller” are rights
which vest in Ms Berzack’s
successors in title to the Berzack property when they take ownership
of the Berzack property.
[154]
What
then of the permanence and utility requirements for praedial
servitudes? I shall assume for the purposes of argument
that
permanence is an independent requirement for a praedial servitude
despite the fact that there is a strong argument to the
contrary.
In this regard, as Van der Walt points out:
[182]
“
[T]he
majority of South African authors currently merely emphasise that
there is a close correlation between perpetuity and utility,
which
suggests that perpetuity is regarded as an aspect of utility rather
than an independent requirement.”
[183]
[155]
It is also difficult to see how a common
law requirement of perpetuity for praedial servitudes could have
survived the enactment
of section 76(1) of the Deeds Registries
Act, which states:
“
A
praedial servitude in perpetuity
or
for a limited period
may
be created in a transfer of land only if the servitude is imposed on
the land transferred in favour of other land registered
in the name
of the transferor, or is imposed in favour of the land transferred on
other land registered in the name of the transferor.”
(Emphasis added.)
[156]
In any event, the notional requirement of
permanence would be satisfied in this case. The wording of the
servitude described
makes clear that the servitude was designed to
have permanent operation. That interpretation of the servitude
is confirmed
by the evidence of both Ms Berzack and the first
owner of the Bains property, Mr Wellens, who concluded the
servitude
agreement with Ms Berzack.
[157]
Notwithstanding the wording of the
servitude and the evidence of the parties who created it, the first
judgment
finds that the servitude fails the
“permanence” requirement for praedial servitudes because—
“
[a]
garden is subject to the vagaries of drought, flood, hail, pests,
climate change, neglect by a disinterested or absent owner
or tenant
and so on. Without more, it involves no durable natural
feature, nor any permanently constructed feature.
It requires
constant upkeep, including watering, fertilising, replanting,
pruning, mowing and trimming.”
[184]
[158]
This reasoning in the
first
judgment
conflates two separate issues: the permanence in relation to the
servitude of the land and soil on which the garden grows,
and the
permanence of the garden itself. The feature of the Berzack
property which is required to satisfy the requirement
of “permanence”
is the former, not the latter. Thus, as was pointed out in
De
Kock
:
“
Indeed
in
Digest
8.3.13
it is stated that a servitude can be acquired for a particular type
of estate, for example a vineyard, because in this case
the right
attaches to the soil rather than to the surface.
For
this reason the servitude remains in force even if the vineyard is
removed
.”
[185]
(Emphasis
added.)
[159]
Moreover,
logic dictates that any “permanence” requirement must be
approached in this fashion. Even before climate
change, the
interior of South Africa has always been an arid region with periodic
droughts in which perennial rivers run dry.
This does not mean
that no praedial servitudes allowing the flowing of water across a
servient tenement into a dominant tenement
could ever exist in the
interior of our country. Similarly, a right of way, if not
maintained, will become overgrown and
unusable.
[186]
That
does not mean that no right of way can ever satisfy the “permanence”
requirement of a praedial servitude.
[160]
A
garden that is
neglected
or
harmed by drought can be revived when the drought is broken or the
owner stops neglecting it. So a praedial servitude providing
for a garden would not fall foul of the “permanence”
requirement because of the mere possibility that it may be damaged
by
drought or fall into disrepair if the owner of the dominant tenement
neglects it. That is generally true. It is
clearly the
case in the present matter where the servitude with which we are
concerned is “
the
right to plant, control, care for
and
renew
the
existing garden”.
[187]
[161]
The first judgment
seeks to distinguish the permanence of the garden servitude in the
present case from the permanence of servitudes
of unblocked light,
supporting beam extensions, rights to draw water and rights of
way.
[188]
In my view,
there is no distinction. Just as “the riverbed remains
throughout a permanent feature or characteristic
of the land on the
servient property, capable of supplying the dominant property with
water when the rain fills it”,
[189]
the land and soil remain throughout a permanent feature of the
servient property capable of supporting a garden when a drought
breaks or when overgrowth is cleared. It is also difficult to
see how, despite its vulnerability to drought and weather,
grass on
land satisfies a notional “permanence” requirement of
praedial servitudes when it is necessary to support
the
well-recognised praedial servitude of grazing,
[190]
but not when it is necessary to support a garden servitude.
[162]
Van der Walt treats “permanence” not as absolute
but merely as requiring durability. On his review of the
authorities,
he sees permanence/durability as an element of the
utility requirement rather than a free-standing requirement of its
own.
He points out:
“
The
possibility that the feature or characteristic of the servient land
that renders the servitude useful might in the future terminate
does
therefore not mean that the servitude is not durable and thus not
useful; if that characteristic or feature appears relatively
durable
and therefore useful at the time when the servitude is created it
satisfies the utility requirement, even though there
is a possibility
that the situation could change in the future. Even if it is
clear from the outset, at the time when the
servitude is created,
that the beneficial characteristics or features that render the
servitude useful to the dominant land will
not endure and that they
will cease to exist at a certain point in the future, the utility
requirement is still met, provided that
the benefit is sufficiently
durable to render the servitude beneficial for the use of the
dominant land (and its successive owners,
rather than just one
individual) for the interim.”
[191]
[163]
Confirmation
of the correctness of this approach to the “permanence”
requirement can be found in analogous cases dealing
with the related
question of when loss of utility causes a servitude to lapse.
In this regard, Dodson AJ’s own
judgment in
Pickard
is
instructive. In
Pickard
[192]
reference
is made to a passage in Voet that describes how a praedial servitude
that has lapsed by losing all utility for a period
of time, is
revived if the intervening feature that caused it to lose utility is
subsequently removed “within the time prescribed
for the loss
of servitudes”.
[193]
Consistent
with this position, the conclusion reached in
Pickard
was
that it was only when the utility of the praedial servitude had
permanently ceased that the servitude would be extinguished.
[194]
Voet
shows with several of his other examples that servitudes do not die
when the capacity of the dominant or servient property
to accommodate
or benefit from the servitude is interrupted for a sustained
period.
[195]
The
Digest is similarly clear on this issue,
[196]
as is
Van Leeuwen.
[197]
[164]
Thus, a praedial servitude lapses only when
there is no prospect of any future utility being provided by the
servitude
, not when there is a sustained
period in which the utility of the servitude is interrupted. If
interruption of the utility
of a praedial servitude does not lead to
its termination, it would be anomalous if the mere prospect of such
interruption would
preclude a praedial servitude from coming into
existence.
[165]
I therefore disagree with the first judgment’s
conclusion in relation to the permanence requirement. What then
of the
utility requirement? In my view, it is clear that the
owner of a dominant property derives utility
qua
(in the
capacity of) owner from the right effectively to ensure that the
garden on the property encroaches 20 metres onto the servient
property and is exclusively controlled and accessed by the owner of
the dominant property. In this regard, the garden servitude
clearly enhances the aesthetic appeal (and price) of the dominant
property.
[166]
There is an
obvious similarity between the servitude in the present case and the
praedial servitude in the example cited by Voet
of a right to draw
water from the servient tenement to supply fountains on the dominant
tenement to enhance the aesthetic appeal
and price of the dominant
tenement.
[198]
Indeed,
in the very passage that deals with this example, Voet states that
any rights granted to a tenement for the purpose
of bringing
enjoyment to the owner of the dominant tenement, will be sufficient
to found a praedial servitude if they increase
the price of the
dominant tenement.
[199]
[167]
The first judgment
places great store on commentaries on a Digest passage stating that a
praedial servitude cannot be constituted
to allow the owner of the
dominant tenement to pluck fruit or to promenade or dine on another’s
land because such a right
merely serves the caprice of the owner of
the dominant property and does not increase the utility of the
property.
[200]
It
proceeds to argue:
“
A
number of respected South African academic writers express the firm
view that a praedial servitude cannot be established for the
personal
pleasure of the owner of the dominant property, although it may form
the basis for a personal servitude.”
[201]
[168]
There is an
important difference between the proposition that a praedial
servitude cannot be established
merely
to serve the caprice of
the owner of the dominant property without increasing the utility of
the property and the proposition that
a praedial servitude cannot be
established for the personal pleasure of the owner of the dominant
property. The authorities
cited by the first judgment support
the first proposition, but not the second proposition.
[202]
Voet makes clear that the second proposition is wrong. He
states that “praedial servitudes may be granted for
both
pleasure and benefit” and that “in a praedial servitude
the benefit and enjoyment of persons can also go hand
in hand with
the benefit attaching to the dominant tenement”.
[203]
[169]
So the utility question must be viewed objectively and without
regard to the personal preferences of Ms Berzack. If the
garden servitude increases the utility of the Berzack property, on
the authorities, it matters not that it may have been created
to
ensure that Ms Berzack could continue to enjoy and to tend to
her existing garden.
[170]
It seems to me self-evident that in contemporary urban Cape
Town the right to ensure that an existing garden is not destroyed,
but
is allowed to extend over an area of 1 362 m
2
into the property of a servient neighbouring property, enhances the
utility of the dominant property. Apart from the aesthetic
considerations I have described above, the right to enjoy a
substantially larger garden on a property is self-evidently a benefit
to any owner of that property and cannot be characterised as an
element or as a feature which would be irrelevant beyond the mere
caprice of Ms Berzack. It is common cause that the
servitude in the present case enhances the value of the Berzack
property.
[171]
The utility of a garden to a property is also supported by the
reasoning of the Court of Appeal in
Ellenborough Park
:
“
No
doubt a garden is a pleasure – on high authority, it is the
purest of pleasures – but, in our judgment, it is not
a right
having no quality either of utility or benefit as those words should
be understood. The right here in suit is, for
reasons already
given, one appurtenant to the surrounding houses as such, and
constitutes
a beneficial attribute of residence in a house as ordinarily
understood
.
Its use for the purposes, not only of exercise and rest but also for
such normal domestic purposes as were suggested in
argument –
for example, for taking out small children in perambulators or
otherwise – is not fairly to be described
as one of mere
recreation or amusement, and is clearly beneficial to the premises to
which it is attached.”
[204]
(Emphasis
added.)
[172]
In the circumstances, I conclude that there
is no basis to override the clear language of the servitude and the
clear intention
of the parties in the present case to create a
praedial
servitude
. The servitude
cannot be characterised as a personal servitude by contending that it
does not meet the permanence or utility
requirements for praedial
servitudes.
[173]
The Bains argued, in the alternative, that the registration of
the servitude should be set aside because the servitude was designed
to subvert a local land use ordinance which prescribed a minimum
stand size of 4 000 m
2
. The common cause
facts support this argument.
Ms Berzack
makes clear that she wanted to subdivide her original
property
on the line of the wooden fence, but that would
have left the Bains property substantially below the 4 000
m
2
requirement. The servitude was accordingly
designed to circumvent the requirement in the ordinance and to give
her effective
control of the servitude area, depriving the owners of
the servient tenement of almost all ownership rights of the servitude
area
and leaving them
de facto
(in fact) able to exercise ownership rights only
over an area that was substantially less than 4 000
m
2
.
She candidly admits that she would not have sold the Bains
property without being sure that she would have “
full
authority and rights over the servitude area”.
[174]
Counsel for the
Bains argued that, on these facts, the registration of the praedial
servitude was unlawful because it was part of
a scheme that had the
effect of violating the ordinance.
[205]
The principle on which they relied was trenchantly described by
Schreiner JA in his famous dissent in
Collins
,
[206]
where he would have struck down the apartheid government’s
scheme to disenfranchise “coloured” South Africans:
“
In
general the parts of a scheme take their character from the whole. A
scheme to defraud is an obvious example.
Another
is a scheme to get round a legislative obstacle
.
So in the case of the
Colonial
Banking and Trust Company
,
supra
,
each part of the scheme taken by itself was lawful but the
combination constituted an unlawful evasion of section 48(1),
and the cheque, which by itself was certainly a cheque payable on
demand, was in the circumstances not a cheque at all, for the
purposes of the sub-section. The same principle should apply
where the obstacle is a constitutional protection against legislation
and the attempted means of avoiding it is legislative. There
was of course no intention in the case of the Senate Act to
do
anything known to be illegal, but neither was there any such
intention in the
Colonial
Banking and Trust Company
case.
There the parties obviously hoped that it would turn out to be
legal, yet the existence of the scheme was the decisive
factor in the
case.”
[207]
(Emphasis added.)
[175]
While there is much to commend this line of
argument, I am unable to uphold it in the present case, because the
parties have not
been able to identify the local government ordinance
which
the servitude sought to circumvent.
Without access to the local government ordinance that the subdivision
and servitude scheme
was apparently designed to circumvent, it is not
possible for this Court to hold that the registration of the
servitude was part
of a scheme that unlawfully conflicted with that
ordinance.
[176]
It follows that I would dismiss the
appeal. This is a dispute between two private parties, both of
whom
appeared
to accept that costs would
follow the result. Huntrex would accordingly pay the costs of
Ms Berzack.
[177]
I am mindful of the fact that my
disposition of the appeal has the consequence that a substantial part
of the Bains’ property
will permanently be controlled by the
owner of their neighbouring property and that they maintain that
their current neighbour,
Ms Berzack, exercises her servitudinal
rights in a manner that is unfair to them. I express no views
on whether Ms Berzack
has behaved unfairly. Even if this
were the case, however, we cannot find that the servitude is a
personal servitude because
the
de facto
existing state of affairs may be unfair
to the Bains.
[178]
The
Bains may or may not be able to obtain some relief from their alleged
predicament by invoking the principle that servitudes
have to be
exercised
civiliter modo
(respectfully
and with due caution).
[208]
In
relation to the Bains’ complaints about municipal rates,
objections to municipal valuations of both properties that fail
properly to take account of the effect of the servitude on the
respective values of the two properties may be able to provide them
with adequate redress. These, however, are not issues before us
in the present appeal. I accordingly express no views
on them,
and differ with the third judgment in so far as it seeks to provide a
solution to the dispute between the Bains and Ms Berzack
on the
basis of issues that were not canvassed in the application for leave
to appeal that was brought to this Court. The
only issue before
us is whether the servitude was validly registered as a praedial
servitude. I would find that it was.
[179]
There remains an important issue which I
feel obliged to address. In the course of preparing for the
hearing of this case
and the writing of this judgment, I found myself
spending a great deal of time reading the translated texts of 17th
and early 18th century
writers in Holland who were expressing
their views on what they thought were the rules by which the ancient
Romans organised social
relations on the land. In this
exercise, the 17th and 18th century writers in Holland were
limited by the access they
had to the surviving classical texts which
had been written in a period well over a thousand years earlier.
In turn, I was
limited by being confined to those texts which had
been translated into English, rather than being available only in the
original
Latin or 17th and 18th century Dutch.
[180]
This process of legal research was a
fascinating intellectual exercise, but it became increasingly clear
to me that it was a wholly
inappropriate process to use in deciding
the legal rules that will govern social relations on the land in
21st century South
Africa.
[181]
There
are three principled reasons that underlie my convictions in this
regard. The first is the obvious point that our world
and the
worlds of ancient Rome and 17th century Holland are completely
different. We need to regulate social relations
on the land
with reference to a set of rules that are designed for our world, and
not by trying to squeeze results which we see
as just for our world,
from a set of rules which, to the
extent
that
they are ascertainable, were designed for very different
contexts.
[209]
The
law starts to look faintly ridiculous when in regulating relations
between neighbours in contemporary suburban Cape Town, it
has to seek
guidance from 17th century Dutch or Latin commentaries on a
6th century Latin passage describing the nature
of rights to
pluck fruits from trees on neighbouring properties in ancient Rome.
[182]
The
second reason is that our entire body of common law rules applicable
to servitudes are rules that derive from a legal environment
with an
absolutist notion of property. The principle of restrictive
interpretation of servitudes is premised on the notion
that absolute
rights of ownership should be constrained as little as
possible.
[210]
The
very distinction between non-transferrable personal servitudes and
enduring praedial servitudes is designed to limit the types
of
servitudes that can “interfere” with absolute property
rights beyond a single lifetime: personal servitudes terminate
with
the death of the person in whose favour they are created; if a
servitude is to last more than a single lifetime, it has to
satisfy
the requirements of a praedial servitude. We are now in a
post-constitutional era where South African law has rejected
an
absolutist notion of property.
[211]
This
calls for a fundamental reconsideration of the existing common law of
servitudes which was constructed around a central principle
that no
longer represents the approach taken by South African law.
[183]
Finally, there is a pressing rule of law
concern. The existing law of servitudes requires legal
answers
to be found in an analysis of the available
surviving ancient texts which may or may not have been translated
into English from
the original Latin or Dutch and which frequently
contradict one another, and from a body of case law which lacks
consistency precisely
because the source and meaning of the
underlying legal principles is so obscure.
[184]
Almost
any thorough investigation into a rule of the Roman Law and/or the
17th century Law of Holland applicable to servitudes will
find
authorities that are fundamentally irreconcilable with each other.
By way of illustration, I refer to the valiant attempts
of Kotze JP
in
Salmon
[212]
to
divine the Roman-Dutch Law applicable to the extinction of servitudes
by merger (
confusio
)
when ownership of both dominant and servient properties is acquired
by the same individual who subsequently sells one of the properties:
“
An
important question of law arises in this case, namely, whether, where
a merger of a servitude has occurred, through the owner
of the
res
serviens
becoming
by purchase also the owner of the
res
dominans
,
the servitude on a subsequent sale of either or both the
praedia
will
revive? . . . in
Steffens
v Bam
(12
CTR 1002) the point was touched upon by counsel and mentioned by
BUCHANAN, J., who spoke of the rule as laid down by Voet.
(8, 6,
3) as well established; but no decision in support of it was
mentioned, and several of our most approved Roman-Dutch
authorities,
some of whom have been relied on by Mr Hutton, have expressed a
contrary view.
.
. .
There
are several
leges
,
some of which I shall have occasion to consider later on, in the
Corpus
Juris
,
which relate to instances of temporary merger, and will be found
mentioned by Cujacius,
ad
Dig
. 8,
4,
lex
9;
Huber,
Praelect
vol. 2,
lib. 8, tit. 6, sec. 1
;
Voet,
8, 6, 3
;
and
Glück, vol. 10, sec. 688,
et
in notis
.
Nowhere
is the rule of the civil law so clearly and concisely put as by
Glück, who says that servitudes are lost ‘by
merger
(
confusio
)
when both
praedia
come to
belong to one owner. Here the rule applies
nemini
res sua servit
.
If the merger again ceases, the question arises whether the
former servitude revives? Simon van Leeuwen (
Cens
.
For
.
2, 14, 7) has no difficulty in answering this in the affirmative.
Wolfg. Ad Schöpff, on the other hand, point blank
denies
this, but it is more correct to draw a distinction, as Voet (8, 6, 3)
does, whether the merger has arisen through the acquisition
of a
purely temporary or of a permanent property (
praedium
).”
[213]
[185]
The lack of clarity in the existing South
African law of servitudes is illustrated by the first two judgments
in this
case
. The first judgment and
this judgment reach diametrically opposed conclusions. Yet both
judgments are able to marshal
detailed references to the Roman-Dutch
authorities on servitudes to support their conclusions.
[186]
There
are very few trained lawyers who would be able to explain the common
law of servitudes with any confidence. For lay
persons who are
bound by the law of servitudes, the law must seem utterly
impenetrable. The rule of law requires law to be
clear and
accessible.
[214]
Our
current
law of servitudes falls a long way short in this regard. It is
a branch of the law which serves to mystify law and
to preserve it as
a domain that is intelligible only to a chosen few. For anyone
else to understand their rights and obligations
in relation to
servitudes, they must be able to access the wisdom and pronouncements
of those chosen few. This is fundamentally
offensive to the
rule of law.
[187]
There was no request from the parties in
this appeal to develop our law of servitudes in accordance with
section 39(2) of the
Constitution. In any event, the
problems with our law of servitudes that I have described above are
fundamental. They
cannot be cured under section 39(2).
They require the thoroughgoing reconfiguration of the existing law of
servitudes,
not its incremental development. The existing
common law that was apparently developed to deal with social
relations
on the land in Ancient Rome and 17th century
Holland under an absolutist theory of property ownership must be
replaced
with a publicly accessible set of rules that are designed
appropriately for 21st century South Africa and that
are
at least written in an official South African language.
This is a task that requires speedy attention, but it is a task
for
the South African Law Reform Commission (SALRC)
and/or Parliament, not for the courts.
[188]
The first judgment suggests that Parliament
and the SALRC should not waste their time investigating and
codifying
a new law of servitudes because land reform is a
more pressing priority. I would hope that our organs of state
could find
time for both tasks.
Conclusion
[189]
If I had commanded the majority, I would
have granted the application for leave to appeal, and dismissed the
appeal with costs,
including the costs of two counsel.
BILCHITZ AJ:
Introduction
[190]
The dispute in this case had its origins in a request by the
applicant (Huntrex, which is wholly owned by Samantha and Rodney
Bain)
to the respondent (Ms Berzack) to replace a wooden fence
to prevent the dogs they care for from escaping through it.
The
fence was erected broadly to demarcate the division between that area
of the Huntrex property over which Ms Berzack held
a servitude
and the rest of the Huntrex property. The refusal of Ms Berzack
to agree to this request led to litigation
in which the Bains sought
to have the existing fence on the servitude boundary demolished and
replaced with a fence on the boundary
between the two erven with a
gate providing Ms Berzack with access to the area over which she
held a servitude. The
case itself involved a contestation about
the nature of the servitude – as to whether it was
praedial or personal – as
well as the interpretation
of the content of the servitude.
[191]
I have had the pleasure of reading the judgments of my
Colleagues Dodson AJ and Chaskalson AJ. I am
persuaded
by Chaskalson AJ’s reasoning that the servitude
in this case was intended to be praedial in nature and is able to
meet
the objective legal principles that apply in that regard
relating to perpetuity and utility. I also agree with the
reasons
he provides why the law of servitudes is ripe for an
engagement by Parliament and that it needs to be transformed in light
of the
conditions of modern-day South Africa as well as the
Constitution. Despite my agreement with Chaskalson AJ on
these
matters, I depart from both him and my Colleague Dodson AJ
in their conclusion that a finding that the servitude is either
praedial or personal is sufficient to resolve this matter. I am
particularly concerned that neither judgment addresses the
problem
that lay, in my view, at the heart of this dispute, namely, whether
it was permissible for Ms Berzack to exercise
the servitude in
an absolutist manner without regard to the interests of the Bains and
the companion animals (or indeed other vulnerable
parties such as
children) they care for. Without addressing that issue, after
years of working its way through the court
system, the dispute will
not be resolved and could result in further litigation.
[192]
The consequences of the first judgment’s finding that
the servitude is personal are that it will end upon Ms Berzack’s
passing or, as stipulated by the first judgment, upon the sale of her
erf (whichever is the earlier). If, as the second judgment
holds, the servitude is praedial in nature, it can continue to burden
the servient property in perpetuity, effectively preventing
the
Huntrex owners (or their successors-in-title) from enjoying a large
portion of their property. To avoid the unfairness
involved in
allowing a burdensome servitude to continue indefinitely, it is
tempting to find that the servitude is personal in
nature. Yet,
in my view, that is to go against the express intention of the
parties as captured in the servitude, to adopt
an unduly restrictive
approach to the objective characteristics of a praedial servitude and
to cause serious disruption to the
existing registration of
servitudes. Indeed, evidence was presented in the record –
from the affidavits of Mr Moffat
and Ms Boag – of
many praedial servitudes having been registered that are similar in
nature to that of Ms Berzack.
The first judgment is
likely, as a result, to cause serious disruption to existing
servitudes – if there is to be a significant
reform of the
existing law of servitudes, that would be better accomplished by a
parliamentary intervention as indicated by my
Colleague Chaskalson AJ
which can also create transitional provisions to address existing
servitudes.
[193]
The first question I consider is the content of the
entitlements that are granted by this servitude. I depart from
my Colleague Dodson AJ
in that I consider certain clauses
of the servitude itself to be ambiguous which thus requires the
application of the principle
that a servitude must be interpreted in
the least restrictive manner. In my view, this principle, in
the context of the current
servitude, entails that it does not confer
on the servitude holder (currently Ms Berzack) an exclusive
right of access and
control over the servitude area. Such a
recognition, however, would still not solve the problem that prompted
this litigation
– which related to the permeability of the
fence on the Bains’ property that enabled the dogs they cared
for to escape
into the servitude area and onto Ms Berzack’s
property.
[194]
To address this
aspect, it is important to have regard to the exercise of the
servitude itself. The central common law principle
here is the
duty on a servitude holder to exercise a servitude
civiliter
–
that is, in a
manner that does not impose an unreasonable burden on the servient
owner
[215]
(in Latin –
civiliter
modo
–
often
translated literally as “in a civil manner”). This
Court should, on the usual casuistic basis, develop the
common law in
specific instances whether or not there is a major overhaul by
Parliament. In my view, the Constitution requires
this Court to
do so. The
civiliter
modo
principle
should be suitably developed in light of our Constitution to require
the servitude holder to consider the interests not
only of the
servient owner but of all affected by the exercise of their
entitlements including unlawful occupiers, vulnerable children
or
animals. That, in turn, provides a constitutionally informed
approach both to temper any unfairness inherent in a praedial
or
personal servitude as well as to resolve the dispute in this case.
Characterisation
of the legal issues
[195]
One of the differences between this judgment and the other two
judgments is in the characterisation of the legal issues in the
dispute
in this Court. The other two judgments focus mainly on
whether Ms Berzack’s servitude is praedial or personal in
nature. This judgment considers that the dispute concerned not
only that question but also the interpretation and exercise
of the
servitude itself.
[196]
My view is supported by the original pleaded case in the
High Court. The case concerned not simply whether the
servitude
was praedial or personal but also whether the owners of the
servient property, the Bains, were permitted in terms of the existing
servitude to demolish the existing fence and erect another one on the
boundary between Ms Berzack’s property and their
own.
Ms Berzack also lodged a counter-application to confirm her
interpretation of the servitude as granting her exclusive
access to
the servitude area. The Huntrex owners were successful in the
High Court and the servitude was interpreted
to allow them the
relief they had requested.
[197]
The appeal to the Supreme Court of Appeal concerned both the
question of whether the servitude was praedial or personal as well as
the interpretation of the servitude. Whilst diverging on the
first issue, both the majority and minority judgments rejected
the
relief relating to the fencing, effectively interpreting the
servitude in favour of Ms Berzack. The notice of
application
for leave to appeal to this Court clearly is against the
entire judgment and orders of the majority of the Supreme Court
of
Appeal – that includes its finding on the
interpretation of the servitude. There is also a more general
request
for further and/or alternative relief.
[198]
The question of
the interpretation of the servitude thus remained an issue in this
Court. It was raised in the oral hearing
but also, importantly,
was at the heart of this case since its commencement in the High
Court.
[216]
Indeed,
the first judgment, prior to ascertaining whether the servitude is
praedial or personal, provides an interpretation
of the content of
the servitude.
[217]
This is unavoidable
as it is necessary in order to determine whether the servitude was
personal or praedial. Thus, in my view,
the interpretation of
the servitude cannot be divorced from a consideration of whether it
is praedial or personal. Therefore,
the matter could not be
res
judicata
(the
matter is already decided) as it is integrally connected to the
question that the first and second judgments regard as central.
Interpreting
a servitude restrictively
[199]
My Colleague Dodson AJ recognises that there are
several interpretive presumptions that generally apply in favour of
not
burdening a property with servitudes or limiting their extent.
This approach was given expression to in the
Willoughby’s
case as follows:
“
Whether
a contractual right amounts in any given case to servitude –
whether it is real or only personal – depends upon
the
intention of the parties to be gathered from the terms of the
contract construed in the light of the relevant circumstances.
In case of doubt the presumption will always be against a servitude,
the onus is upon the person affirming the existence of one
to prove
it.”
[218]
[200]
As my Colleague
correctly writes, this approach leads to three presumptions.
The relevant presumption here is that referred
to by the Supreme
Court of Appeal in
Joles
Eiendomme
[219]
as the “well-established rule of construction that because a
servitude is a limitation on ownership, it must be accorded
an
interpretation which least encumbers the servient tenement”.
[220]
The presumption applies where the terms of the servitude are not
clear and unambiguous. I agree with Van der Walt that
the
presumption should also apply in circumstances of constructing a
servitude that imposes a significant burden on the servient
property
where the terms thereof are wide and general rather than precise and
specific:
[221]
in such
circumstances too, a servitude should be interpreted in such a way so
as to create the least onerous burden on the servient
property.
[201]
In my view, this is a case of a servitude that does not
unambiguously create a right of exclusive access for the servitude
holder to the servitude area. It is also a servitude that, if
interpreted to grant exclusive access, would almost completely
deprive the servient property owners of their enjoyment of that part
of their property. The presumption thus operates in
favour of a
restrictive reading of the servitude.
[202]
The relevant part of the current servitude reads as follows:
“
The
said servitude shall be subject to the following terms and conditions
namely:
(i)
No wall or fence of any description shall be erected on the servitude
boundary except extension
of existing type of fencing (wooden pole
fencing).
(ii)
The Seller shall have the right to plant, control, care for and renew
the existing garden situated
within the servitude area more fully
described above.
(iii)
The Seller shall have full rights of access to such servitude area in
fulfilment of the rights
hereby granted.
(The
term of Seller shall include her successors-in-title).”
[203]
A plain reading of the wording of the servitude is that it
grants the servitude holder a right of continuing access to the
servitude
area and a right to plant, control, care for and renew the
garden in that area. There is no reason why the enjoyment of
these
rights necessarily requires excluding the owners of the
servient property from the servitude area. In fact,
guaranteeing
a right of access to the servitude holder specifically
suggests that the owners of the servient property may seek to prevent
such
access due to their desire to enjoy that part of their
property. Moreover, the right to garden on a property in no way
excludes
the owners of the servient property from enjoying that
garden. The word “control” is not related to access
but
to the “existing garden” – which indicates that
the servitude holder has the right to determine, for instance,
what
is planted in the garden and its aesthetic properties.
[204]
The first part of the servitude prohibits erecting a wall or
fence on the servitude boundary except in relation to the extension
of the existing type of fencing. This provision is consistent
with the removal of any fencing between the servitude area
and the
rest of the servient property – there is indeed no prohibition
on removing existing fencing. Whilst there is
an existing fence
between the servitude area and the rest of the servient property,
that appears to be for purposes of demarcating
the servitude area
rather than preventing the owners of that property from accessing the
area – otherwise, logically, there
would be a prohibition on
removing that fence. The type of fencing (wooden pole fencing)
is specified in a consistent manner
with the rest of the servitude –
namely, to preserve an aesthetic sensibility (consistent with the
essence of the servitude
which surrounds gardening). It is
conceivable that much stronger and permanent fencing could have been
utilised if the goal
was to keep the owners of the servient property
out of the area.
[205]
Whilst evidence was presented that in the past the servitude
was exercised by Ms Berzack in a manner that involved her having
exclusive access to that area, such an entitlement in no way emerges
clearly from the terms of the servitude itself. It is
precisely
because the servitude is unclear on this point that Ms Berzack
counter applied in the High Court to have
a ruling
specifying that the servitude conferred on her – as the
servitude holder – exclusive rights over the servitude
area.
[206]
Yet, the law clearly provides that the opposite approach must
be adopted: where there is ambiguity, servitudes must be interpreted
restrictively so as to burden the servient property no more than is
necessary. The interpretation of this servitude not to
confer
on the servitude holder a right of exclusive access to the servitude
area would enable the servient property owner to gain
access to that
area and to enjoy that part of their property too. That
interpretation preserves the essence of the servitude
but also does
not result in the obliteration of all rights the servient property
owners (currently the Bains) have over that portion
of their
property. The alternative would be to exclude them entirely
from enjoying part of their property which they own.
That
consequence would arise irrespective of whether the servitude is
personal or praedial.
[207]
My approach is
similar to that adopted by Griesel J in
Roeloffze
.
[222]
That case related to a right of way and the respective rights of the
servitude holder as well as the owner of the servient
property.
Griesel J laid out some of the applicable principles in the
following quote:
“
In
the present case the phrase in question must be interpreted in the
light of the servitude as a whole, seen against the background
of
well-established common-law principles. Applying those
principles, the rights of the owner of the servient property must
not
be unduly burdened by the servitude. A strict interpretation of
a servitude is therefore called for. Moreover,
on my
understanding of the law, the creation of a servitude does not
preclude the owner of the servient tenement from using the
land which
is the subject matter of the servitude; he or she ordinarily
retains all the rights flowing from his or her ownership
of such
property, provided that the exercise of such rights may not interfere
with the rights of the servitude holder.”
[223]
[208]
As I have mentioned, it is unclear to me why in order to
exercise the central elements of her servitude, Ms Berzack must
exclude
the Bains from retaining any rights associated with the
ownership of their property. It is important, when interpreting
servitudes,
to do so in a restrictive manner such that, where
possible and consistent with the terms of the servitude, a court does
not extend
the servitude holder’s entitlements in such a way so
as to deprive the servient property owners of all the entitlements
flowing
from the ownership of their property.
[209]
The interpretation I have adopted, however, does not address
the problem that brought about this litigation – whether the
fencing can be modified to enable the Huntrex owners to prevent the
dogs they care for from escaping into the area over which Ms Berzack
holds a servitude and, without any barrier, onto her own property
too. The existing servitude provides that no wall or fence
may
be erected on the servitude boundary “except extension of
existing type of fencing (wooden pole fencing)”.
This
provision clearly provides that the existing fence on the servitude
boundary may only be
modified
through “extension”
– that could include the augmenting of additional fencing or
the modification thereof in
other ways. The existing
type
of fencing could involve wooden pole fencing but also could include
fencing of a similar nature that would have a similar aesthetic
effect. The latter understanding seems to be more consonant
with the purpose of the servitude which is to enable the servitude
holder to create a beautiful extension of their garden onto the
adjoining property.
[210]
Given these various possibilities, exactly which modifications
would be permissible can properly be understood to lie within the
discretion of the servitude holder – in this case, Ms Berzack.
When the dispute first arose, the Bains asked Ms Berzack
for
permission to make additional modifications to the fencing to protect
the dogs they care for. Ms Berzack refused
to permit any
modification to the existing fencing – that refusal was an
exercise of the powers conferred upon her by the
servitude.
Yet, in the
exercise
of her powers in terms of the servitude,
she was not permitted to adopt an absolutist and intransigent
approach to the interests
of the servient property owner or those on
their property. Indeed, the exercise of Ms Berzack’s
rights, implicates
the common law principle that a servitude must be
exercised in a reasonable manner, a matter which I now elaborate on.
The
duty to exercise a servitude reasonably
[211]
The common law of
servitudes recognised that the exercise of a servitude by a servitude
holder without regard to the interests of
the owner of the servient
property could result in excesses that unreasonably interfered with
the enjoyment of the servient owner’s
property.
[224]
It therefore developed the principle that the servitude holder must
exercise their servitude entitlements reasonably –
and in a way
that has regard to the interests of the servient owner
(
civiliter modo
).
[225]
In
Anglo Operations
,
[226]
the Supreme Court of Appeal formulated the principle as follows:
“
The
holder of the servitude is in turn bound to exercise his rights
civiliter
modo
,
that is, reasonably viewed, with as much possible consideration and
with the least possible inconvenience to the servient property
and
its owner.”
[227]
[212]
Van der Walt captures the purpose of the principle as follows:
“
The
principle protects the owner of the servient property against
unnecessary and unwarranted burdens, which in this context means
burdens that are neither required for the proper exercise of the
servitude nor clearly specified or included by implication in
the
servitude grant.”
[228]
[213]
The principle
includes a key element of balancing the interests of the servitude
holder and the servient property owner. That
balancing, in our
constitutional era, includes facets of a proportionality test: the
servitude holder must be able to exercise
their servitude effectively
but do so in a way that is not overly burdensome on the servient
property.
[229]
A right
of way, for instance, must follow a route that causes the least
inconvenience to the servient owner. These
principles embody an
acknowledgment that a servitude itself is essentially relational in
nature – it involves recognition
of a limited real right that
can be exercised over property that someone else owns.
[230]
That requires exercising such servitude entitlements with due concern
for the entitlements of others.
[214]
The
civiliter
modo
principle
is consistent with and warrants development in our constitutional
era. It was referred to by Yacoob J in
Motswagae
[231]
which concerned the right of a municipality in terms of a servitude
to conduct public works on a property in relation to the provision
of
public services. Given the significant intrusion that
bulldozing caused near the property, the Court emphasised the common
law principle that a servitude be exercised
civiliter
modo
which
it translated to mean “respectfully and with due caution”.
[232]
[215]
In
Link
Africa
,
[233]
Cameron J and Froneman J were also concerned with a public
servitude. They too recognised the principle that a
servitude
must be exercised respectfully and with due caution.
[234]
In their judgment, they reject what they term an “outdated,
over-rigid and absolute notion of ownership. That
conception is
alien to the holding of property under the common law, the
Constitution and other applicable law”.
[235]
Instead they state: “this Court has recognised that property as
an individual right is not absolute. It is subject
to societal
imperatives”.
[236]
[216]
The approach of
the Court in these cases recognises that property rights – and
servitudes in particular – are essentially
relational in
nature. Since the law plays an essential role in the
recognition of property rights, it must do so in such
a way that
achieves a balance between the various interests involved. In
his concurring judgment in
Daniels
,
[237]
Froneman J recognises “[t]he social boundedness of
property in our current law has also been recognised and emphasised
in many other areas of our law”.
[238]
[217]
The idea of
property rights being exercised in isolation from society, other
individuals and the wider environment is also at odds
with the
transformative shift the Constitution has brought about that requires
a consideration of African
[239]
and feminist
[240]
approaches
to property. For instance, Okoth-Ogendo writes, that the key
shift required by an African approach to property
is to consider “how
individuals on their own, or in community with others, relate not
simply to the physical solum, but to
each
other
in
respect of that solum and its associated resources”.
[241]
[218]
Such approaches are relational in nature and appreciate our
interdependence with other humans, animals and the environment.
Recognising the need for a shift in the relationship between humans
and the environment induced by the climate crisis, Nedelsky
writes:
“
To
embrace a conception of a genuinely shared Earth, humans would see
themselves as embedded in an interdependent community of life
forms
as well as water, air, soil, rocks, and minerals (Davies, Godden and
Graham 2021). The goal of a property regime would
then be to
organise relationships of care and respect between humans and all
other members of the Earth community.”
[242]
[219]
A shift brought about by our Constitution in the approach to
property thus requires a rejection of absolutist property rights
which
are exercised without due concern for those affected by the
exercise of such rights. Arguably, the common law – through
principles such as the duty to exercise a servitude
civiliter modo
– already recognises the relational dimension of property.
In developing the common law, it is necessary to expand
upon that
underlying foundation.
Developing
the common law
[220]
Section 173 of the Constitution provides that “[t]he
Constitutional Court, the Supreme Court of Appeal and the High Court
of South Africa each has the inherent power to protect and regulate
their own process, and to develop the common law, taking into
account
the interests of justice”.
[221]
Whilst that section is permissive and recognises the power of
the superior courts to develop the common law, section 39(2)
provides in more mandatory terms that “[w]hen interpreting any
legislation, and when developing the common law or customary
law,
every court, tribunal or forum must promote the spirit, purport and
objects of the Bill of Rights”.
[222]
In
Carmichele
,
[243]
this Court held that “there can be no question that the
obligation to develop the common law with due regard to the spirit,
purport and objects of the Bill of Rights is an obligation which
falls on all of our courts including this Court”.
It
further held “that this duty upon Judges arises in respect both
of the civil and criminal law, whether or not the parties
in any
particular case request the Court to develop the common law under
section 39(2)”.
[244]
[223]
These are duties
on the Court irrespective of whether the case has been framed as
requiring a development in terms of section 39(2)
–
indeed, to do that would tether common law development to whether it
is advantageous for parties to argue for such a development.
[245]
The Court must also apply the law holistically and not allow parties
to deflect from the true nature of a dispute.
It must also
consider whether the interests of those who are vulnerable –
and who lack a voice – have adequately been
addressed. As
I have already discussed, the issue surrounding the nature of the
fencing was clearly at issue since the commencement
of this
litigation in the High Court.
[246]
Moreover, at the hearing in this Court, the question of the approach
adopted by Ms Berzack to the servitude in light
of the
civiliter
modo
principle
was raised in oral questions, providing the parties with an
opportunity to engage this issue.
[247]
[224]
The common law
approach to exercising a servitude
civiliter
modo
applies
with respect to the interests of the servient property owner –
in this case, there would be a duty on Ms Berzack
to consider
the interests of the Bains and both their right and duty to ensure
the safety of the companion animals they care for.
This Court
has recognised in
Dawood
[248]
that the right to dignity protects the right of individuals to enter
into meaningful personal relationships and thus “to
achieve
personal fulfilment in an aspect of life that is of central
significance”.
[249]
For many human individuals, their relationships with other sentient
creatures and the caring, compassionate bonds that such
relationships
can entail are amongst the most centrally important dimensions of
their lives. The Bains thus have a constitutionally
protected
interest in choosing to form and sustain relationships with companion
animals and to ensure that they are not harmed
and that they are
adequately provided for.
[225]
The Bains also
have statutory responsibilities in terms of the Animals Protection
Act
[250]
to avoid
unreasonably committing any act or omitting to do any act that could
result in an animal being subject to unnecessary
suffering.
[251]
Failing to act reasonably to prevent the companion animals they care
for from escaping their property and being subject to
the dangers of
an adjoining property (where there is a swimming pool, for instance)
could contravene this statutory duty, and result
in a criminal
conviction.
[226]
However, given the relational nature of property, the exercise
of entitlements in relation to a servitude can affect the interests
of parties other than the servient property owner. The question
thus arises as to whether a servitude holder must also, in
exercising
their servitude reasonably, consider the interests of those who can
be affected but who are not the servient owner.
Consider, for
instance, if the Huntrex property owners had young children who could
easily crawl through the fence and fall into
the swimming pool –
would Ms Berzack have a duty to consider the danger to the
children in her decision concerning whether
to permit the
modification of the existing fencing? It could also be that
there are unlawful occupiers on a property who
temporarily have a
right to remain on the servient property pending the provision of
alternative accommodation – must
a servitude holder
consider their interests and those of their children (even if they
diverge from that of the servient tenement’s
owner)?
[227]
In this case, we
are presented with a novel scenario. The Bains initially became
aware of the praedial nature of the servitude
and challenged it
pursuant to a concern that the current fence was inadequate to
prevent the escape of the dogs they care for.
In the event the
dogs did escape, the Bains were concerned that the fence inhibited
their ability to retrieve those animals.
I have thus far
addressed the interests of the Bains in relation to the companion
animals they care for. However, in our
constitutional era, the
dogs themselves have important interests that must be considered.
In
Openshaw
,
[252]
Cameron J wrote the following about animal protection laws: “The
statutes recognise that animals are sentient beings
that are capable
of suffering and of experiencing pain.”
[253]
[228]
In
Lemthongthai
,
[254]
the Supreme Court of Appeal further held that “
[c]onstitutional
values dictate a more caring attitude towards fellow humans, animals
and the environment in general”.
[255]
This
Court in
NSPCA
[256]
built on these dicta to find that, in the constitutional era, “the
rationale behind protecting animal welfare has shifted
from merely
safeguarding the moral status of humans to placing intrinsic value on
animals as individuals”.
[257]
[229]
If dogs are beings with intrinsic value, their interests must
be considered too in any balancing process relating to how a
servitude
holder may exercise their servitude. Dogs are not
simply inanimate objects: if the fence is left as it is, the dogs
cared
for by the Bains can escape onto Ms Berzack’s
property. Outside of their own property, the Bains are not able
to control the dangers those animals are exposed to – such as
in relation to the swimming pool – that can result in
injury or
the loss of life. It may also be possible for the animals to
escape onto other properties and public spaces which,
in urban
settings, may result in injury or death. The inability to
recover the animals easily in the servitude area may also
prevent the
Bains from realising their obligations to ensure the animals they
care for can access adequate food and water.
There are thus
multiple reasons why it is in the interests of both the Bains and the
dogs they care for to ensure that there is
a barrier through which
those dogs cannot escape.
Applying
these principles
[230]
In this case, when approached, Ms Berzack simply refused
to modify in any way the wooden fence that was erected between the
servitude area and the rest of the Bains’ property. A
central question this case poses is whether that refusal was
an
exercise of the servitude
civiliter modo
. In my
view, it was not.
[231]
Through consenting to a modification of the fence, Ms Berzack
would not have been disturbed in her enjoyment of her garden.
There are multiple variations of what could have been done: this
could have included modifying the existing fence to become sturdier
and less permeable to a replacement of the wooden fence with material
of a similar nature that would have been more effective in
keeping
the dogs in the Bains’ property. It would not be
reasonable to require the Bains to erect additional fencing
on their
own property given that the servitude already significantly burdens
and divides their property. Any modification
of existing
fencing would be entirely consistent with what the servitude sought
to accomplish. It would lead to virtually
no reduction in the
enjoyment by Ms Berzack of her entitlements whilst enabling the
Bains to enjoy their property to the maximum
and take account of the
interests of the dogs they care for. A blanket refusal to
consider any such changes was thus unreasonable
and inconsistent with
an ethos requiring the exercise of property rights in a socially
responsible manner.
[232]
Consequently, in my view, the recognition that Ms Berzack
has a praedial servitude must go hand in hand with a restrictive
interpretation of the servitude as well as a recognition of her duty
to exercise the servitude reasonably and with due regard to
the
interests of the Bains and the dogs they care for. Consent to
the modification of the fence would have avoided this litigation
and
would have conformed both to the wording of the servitude and
Ms Berzack’s common law obligations – now developed
in the constitutional era – to exercise the servitude
civiliter modo
with due regard to all the interests involved.
[233]
In relation to the
order that can be issued by this Court, I wish to address the
suggestion by the first judgment that the question
of the
modification of fencing is
res judicata
.
I have already expressed my view that the interpretation of the
servitude was before this Court, both in terms of the pleadings
–
such an order would clearly fall within the terms of the notice of
application for leave to appeal – and in relation
to the fact
that there is an integral connection between the interpretation
thereof and a finding concerning whether the servitude
is praedial or
personal. Given that essential connection, it is also entirely
permissible for this Court to grant relief
that relates to the
interpretation of the servitude. The first judgment also
cannot, consistently, hold this view: even though
there is no express
provision that the servitude would terminate on the alienation by
Ms Berzack of her property, the first
judgment justifies
effectively rectifying the servitude so as not only to terminate upon
her passing, but also upon the alienation
of the property.
[258]
An order is made to that effect.
[259]
This demonstrates that an order concerning the interpretation of the
servitude is entirely appropriate. I have already
provided a
justification for providing an order relating to the exercise of the
servitude
civiliter
modo
.
[260]
[234]
The question of relief in this case raises a wider matter of
this Court’s powers when exercising its general jurisdiction.
In constitutional matters, it is clear that the Constitution
provides in section 172(1)(b) that a court “may make
any
order that is just and equitable”. In relation to its
general jurisdiction, courts are governed by section 173
which
confers “the inherent power to protect and regulate their own
process, and to develop the common law, taking into account
the
interests of justice”. This provision must be understood
to confer a similar power on this Court to provide just
and equitable
relief where its general jurisdiction is engaged. Its common
law powers in this regard must clearly be exercised
“in the
interests of justice”. This is particularly important
when the interests of a vulnerable party –
such as a child or
non human animal – are at stake. It seems to me that
a court should not be shoehorned by the
parties to address a narrow
question with the result that its finding leads to relief that
entrenches an unjust or inequitable
state of affairs which can
imperil the interests of vulnerable individuals. That is
inconsistent with a court’s central
duty to do substantive
justice between the parties. In relation to this case, even if
the focus of argument was on whether
the servitude was praedial or
personal, that fact does not preclude this Court from ensuring that a
finding either way does not
result in unjust and inequitable
consequences or addressing the interests of vulnerable individuals
affected by its order.
[235]
Had I commanded the majority, I would have concluded that the
servitude is a praedial one but ordered, in addition, the following:
1.
Clauses P(b)(ii) and (iii) of the servitude
are to be
interpreted such that the servitude holder has all the rights
contained therein but does not have exclusive rights of
access to the
servitude area.
2.
Clause P(b)(i) is to be interpreted to
enable the servient
property owners to have access to the servitude area up to the
boundary of their property. Any use the
servient property
owners make of that area must not interfere with the full enjoyment
by the servitude holder of their rights under
the servitude.
3.
The servitude holder must exercise the servitude
civiliter modo
which, in this instance, requires the granting of permission to
modify the existing fence to create a barrier that does not allow
the
companion animals cared for by the Bains to escape into the servitude
area. The modification must also be consistent
with allowing
the Bains to gain access to the servitude area.
4.
Seeing that both parties have been partially
successful, each party
would have been responsible for their own costs in this Court.
For the Applicant:
S P Rosenberg
SC and T R Tyler instructed by
Lamprecht
and Associates Incorporated
.
For the First
Respondent:
J G Dickerson
SC and S G Fuller instructed by
Dorrington
Jessop Incorporated
.
[1]
47 of 1937. Section 97(1) reads as follows:
“
Before
any application is made to the court for authority or an order
involving the performance of any act in a deeds registry,
the
applicant shall give the registrar concerned at least seven days’
notice before the hearing of such application and
such registrar may
submit to the court such report thereon as he may deem desirable to
make.”
[2]
The
parties are unable to identify the ordinance, but it is common cause
that it was in place in 1982.
[3]
This is how she described what she sought to achieve by the
servitude. This is not how the servitude itself reads.
[4]
The diagram is not the official surveyor-general diagram referred to
in clause P of the title deed. It is a diagram
prepared
by a surveyor for purposes of the present proceedings.
[5]
The
western boundary of the Bains’ property is not shown on the
diagram.
[6]
In
the context of a praedial servitude, the dominant tenement is the
property whose owner enjoys rights over the property subject
to the
servitude, which is the servient tenement.
[7]
Ms Berzack’s words.
[8]
Acquisitive
prescription of servitudinal rights comes about where a party has
openly, and as if she were a servitude holder, exercised
rights
consistent with a servitude in a property, over an uninterrupted
period of 30 years. See
section 6
of the
Prescription Act 68 of 1969
.
[9]
Huntrex
277 (Pty) Ltd v Margot Berzack
,
unreported judgment of the High Court of South Africa, Cape
Town, Case No 6407/2020 (10 December 2020) (
High Court
judgment) at para 14, citing Van der Merwe “Servitudes”
in
LAWSA
2 ed
(2010) vol 24 at para 549.
[10]
Id
at paras 16-17.
[11]
Id
at para 18.
[12]
Section 19(b)
reads:
“
The
Supreme Court of Appeal . . . may, in addition to any
power as may specifically be provided for in any other law—
. . .
(b)
receive further evidence.”
[13]
Berzack
v Huntrex 277 (Pty) Ltd
[2023]
ZASCA 17
;
2023 (6) SA 120
(SCA) (Supreme Court of Appeal judgment)
at para 4.
[14]
Id.
[15]
Id
at para 24.
[16]
Id
.
[17]
Here
they referenced
the
late Prof Van der Walt in his work
The
Law of Servitudes
(Juta
& Co Ltd, Cape Town 2016) at 189.
[18]
Supreme Court of Appeal judgment above n 13 at
paras 45-6.
This is discussed later in the judgment.
[19]
Id
at
para 53.
[20]
Id
at
paras 54-5.
[21]
Id at
para 56.
Section 66 of the Deeds
Registries
Act is set out at para [100] below.
[22]
Supreme Court of Appeal judgment
above
n 13
at
paras 60, 65-6 and 68.
[23]
They
refer here to the rights to possession and use of the property,
along with the right to the natural and civil fruits of the
property. The natural fruits or
fructus
naturales
are
those that are the products of nature such as fruit from a tree or
crops. Civil fruits are constituted by income derived
from
property, such as rental. See Muller et al (eds)
Silberberg
and Schoeman’s The Law of Property
6
ed (LexisNexis, Durban 2019) (
Silberberg
and Schoeman
)
at 50.
[24]
Hollmann
v Estate Latre
1970
(3) SA 638 (A) [1970] 3 All SA 483 (A).
[25]
Voet
Commentarius
ad Pandectas
Trans:
Gane
The
Selective Voet Being the Commentary on the Pandects
(Butterworths,
Durban 1955) 2 (
Voet
)
at 442-3 at 8 2 3(a).
[26]
Olive
Marketing CC v Eden Crescent Share Block Ltd
2021
(2) SA 170
(KZD) (
Olive
Marketing High Court
)
and, on appeal,
Eden
Crescent Share Block Ltd v Olive Marketing CC
[2022]
ZASCA 177
;
2023 (3) SA 476
(SCA) (
Olive
Marketing SCA
).
[27]
Kruger
v Joles Eiendomme (Pty) Ltd
[2008]
ZASCA 138
;
2009 (3) SA 5
(SCA) at para 9.
[28]
Hollman
above
n 24 at 644E-645B and
In
Re Ellenborough Park
[1956]
Ch 131.
[29]
Competition
Commission of South Africa v Media 24 (Pty) Ltd
[2019]
ZACC 26; 2019 (5) SA 598 (CC); 2019 (9) BCLR 1049 (CC).
[30]
Id at paras 134-5.
[31]
Id
at para 137-8.
[32]
Paulsen
v Slip Knot Investments 777 (Pty) Ltd
[2015]
ZACC 5; 2015 (3) SA 479 (CC); 2015 (5) BCLR 509 (CC).
[33]
Id at para 20.
[34]
Id
at paras 21-2.
[35]
Id
at para 23.
[36]
Van
der Walt above n 17 at 128-34.
[37]
Paulsen
above
n 32
at para 26.
[38]
Id
at para 30.
[39]
Dengetenge
Holdings (Pty) Ltd v Southern Sphere Mining and Development Company
Ltd
[2013]
ZACC 48
;
2014 (3) BCLR 265
(CC);
2014 (5) SA 138
(CC) at para 52.
[40]
City of
Tshwane Metropolitan Municipality v Link Africa (Pty) Ltd
[2015]
ZACC 29
;
2015 (6) SA 440
(CC);
2015 (11) BCLR 1265
(CC).
References
in the context of this judgment to “the Court” are a
reference to the judgment of the majority.
[41]
Id
at paras 132-59.
[42]
Id
at para 139.
[43]
Id
at para 135.
[44]
LAWSA
above
n 9
at
para 540.
[45]
The
properties are traditionally referred to as the dominant and
servient tenements, but I will refer to them as the dominant
and
servient properties.
[46]
Link
Africa
above
n 40 at para 136.
[47]
This
is subject to the statutory exception that a praedial servitude may
in terms of section 75(1) and (2), read with section 76(1)
bis
of
the Deeds Registries Act, be registered for a limited period.
As pointed out by Van der Walt and in
Silberberg
and Schoeman
,
this would allow for the registration of a praedial servitude
subject to a resolutive condition. See Van der Walt above
n 17
at 162 and
Silberberg
and Schoeman
above
n 23 at 372 fn 16.
[48]
Silberberg
and Schoeman
above
n 23 at 373 and Van der Walt above n 17 at 445.
[49]
For
example, the right to walk or drive over the property of another
(
via
)
and the right to herd livestock over the property of another
(
actus
).
See
Silberberg
and Schoeman
above
n 23 at 377 and Spiller
A
Manual of Roman Law
(Butterworths,
Durban 1986) at 124.
[50]
For
example, the right to source water on the servient property and lead
it in a furrow or pipe over the servient property to
the dominant
property (
aquaeductus
),
and the right to water livestock of the owner of the dominant
property on the servient property. Water servitudes of
this
nature survive only to the extent that the
National Water Act
36 of 1998
allowed certain existing servitudes at the time of its
promulgation to continue. See also Van der Walt
above
n 17 at 431.
[51]
The
servitus
luminibus non officiendi
.
This
is the right to a free flow of light to the dominant property from
the servient property. It may preclude the owner
of the
servient property from erecting a structure or growing trees above a
particular height so as to interfere with the flow
of light, the
servitus
altius non tollendi
.
See
Silberberg
and Schoeman
above
n 23 at 378 and
Pickard
v Stein
2015
(1) SA 439 (GJ).
[52]
Known
in Roman law as
servitus
ne luminibus,
and
ne
prospectui officiator,
or
the duty which a man owes to his neighbour’s land not to
obstruct his light or his prospect
.
See
Silberberg
and Schoeman
above
n 23 at 378.
[53]
In
the case of a juristic person, it burdens the servient property for
100 years, or until the juristic person is dissolved.
See Van
der Walt above n 17 at 458.
[54]
National
Stadium South Africa (Pty) Ltd v FirstRand Bank Ltd
[2010] ZASCA 164
;
2011
(2) SA 157
(SCA) at paras 12 and 33-6 gives an example of a
personal servitude registered for a shorter period. See also
Van
der Walt n 17 at 488. In relation to the analogous
position in respect of a servitude of usufruct, see Van der Walt
at
483 and the authorities at fn 111.
[55]
Link
Africa
above
n 40 at paras 136-7 and Van der Walt above n 17 at
455. This is unless the personal servitude is lawfully
terminated during the life of the servitude holder.
[56]
Van
der Walt above n 17 at 460.
[57]
Ususfructus
,
or, in Roman-Dutch Law,
lijftocht
,
which gives the rights to occupy and use the immovable property of
another, and to take its natural and civil fruits.
See Van der
Walt above n 17 at 464-74 and Van der Merwe
Sakereg
2
ed (Butterworths, Durban 1989) at 508-20. It may also apply to
movable property.
[58]
Usus
,
or, in Roman-Dutch law,
bruick,
which
gives the rights to occupy and use the immovable property of another
and take such fruits as are required for the use of
the servitude
holder and her family. See
Van
der Walt above n 17 at 488-92 and Van der Merwe above n 57
at 521-3. It may also apply to movable property.
[59]
Habitatio
,
which gives the right to occupy and use the immovable property of
another for residential purposes. See
Van
der Walt above n 17 at 464-74 and Van der Merwe above n 57
at 523-4.
[60]
Operae
servorum
and
operae
animalium.
Nowadays,
the latter servitude would simply be treated as falling under
usus
.
See
Van
der Merwe above n 57 at 524-5.
[61]
Section 76
of the Deeds Registries Act in respect of praedial servitudes and
section 67 in the case of personal servitudes.
[62]
Section 75
of the Deeds Registries Act in respect of praedial servitudes and
section 65 in the case of personal servitudes.
[63]
Willoughby’s
Consolidated Company Ltd v Copthall Stores Ltd
1918 AD 1
at 16.
[64]
Id at 16. On the Roman-Dutch law origins of the presumption,
see
Kruger
v
Joles
Eiendomme
above
n 27 at para 8.
[65]
Jonordon
Investment (Pty) Ltd v De Aar Drankwinkel (Edms) Bpk
1969
(2) SA 117
(C) at 125H-126B and
Van der
Walt above n 17 at
193.
Neither party called for, or adduced any evidence to support, any
development of the common law pertaining to servitudes
or their
interpretation in terms of section 39(2) or section 173 of
the Constitution. As this Court has pointed
out, the modern
approach to property ownership under the Constitution eschews the
notion that the owner enjoys absolute control,
use and enjoyment of
her land to the exclusion of all other competing private and public
interests. This was aptly described
in
Link
Africa
,
as “a more supple conception of ownership rights”.
See
Link
Africa
above
n 40 at para 106 and the authorities referred to at fn 74
of that judgment. That more supple conception
might call for a
reassessment of the approach to the interpretation of servitudes,
which is arguably based on the prior more
absolutist notion of
property ownership. Against that, however, one would have to
consider the fact that property rights
have been accorded
constitutional protection in section 25 of the Constitution;
and that praedial servitudes bind future
owners who were not party
to their original formulation or imposition. Any such a
development of the law is, however, a
conversation for another day.
[66]
Kruger
v
Joles
Eiendomme
above 27
at para 9;
Van
Rensburg v Taute
1975
(1) SA 279
(A) at 301G and Van der Walt above n 17 at
196.
[67]
See, for example,
University
of Johannesburg v Auckland Park Theological Seminary
[2021] ZACC 13
;
2021 (6)
SA 1
(CC);
2021 (8) BCLR 807
(CC) (
Auckland
Park Theological Seminary
)
at
paras 63-9;
Chisuse
v Director-General, Department of Home Affairs
[2020] ZACC 20
;
2020 (6)
SA 14
(CC);
2020 (10) BCLR 1173
(CC) (
Chisuse
)
at
paras 46-59
and the authorities there referred to; and
Natal
Joint Municipal Pension Fund v Endumeni Municipality
[2012] ZASCA 13
;
2012
(4) SA 593
(SCA) at paras 17-26
.
[68]
Auckland
Park Theological Seminary
id
at para 65.
[69]
I
use the word “forbearance” because generally a servitude
may not impose upon the owner of the servient property
any positive
or active duties. This is referred to as the passivity
principle.
Silberberg
and Schoeman
above
n 23
at
374-6 at para 14.3.1.4.
[70]
Supreme Court of Appeal judgment
above
n 13
at
para 49.
[71]
Van
der Walt above n 17 at
217.
See also the extract quoted from Van der Walt at 189 above at [
29
].
As authority for this proposition, Van der Walt relies on
Lorentz
v Melle
1978
(3) SA 1044
(T). That case concerned a property that had been
purchased jointly by L and V. When they took transfer they
divided
out from the jointly owned property a Portion A and a
Portion B. L would have exclusive ownership of Portion A and V
would
have exclusive ownership of Portion B. They registered
as a condition in the title deeds in respect of Portion A and B
reciprocal undertakings, that if either developed a township on
their portion, the other would have an entitlement to 50% of the
net
profit derived from the sale of erven in the township. The
conditions were retained in the title deeds when subdivisions
of
Portions A and B were sold and transferred. One of these
transferees sought relief that had the effect of deleting the
condition pertaining to the reciprocal entitlement to a 50% share of
the profits on the basis that it gave rise to a personal
obligation
as between L and V, was not binding on successors in title, was not
capable of registration and ought not to have
been registered.
The transferee was successful before both a single judge and, on
appeal, a full court of the Transvaal
Provincial Division.
Notwithstanding the intention of L and V to include the condition as
part of the servitude, the full
court said that “the sanctity
of the register must in the present matter yield to the need for
deleting what I regard as
the incorrect registration of a contingent
personal right”. Whilst the matter concerned a
contingent personal obligation
not capable of registration, rather
than a personal servitude, it supports the point that the intention
of the parties cannot
prevail over the principles of property law.
[72]
LAWSA
above n 9 at
para 548.
[73]
The
Digest of Justinian
(
Digest
)
Trans: Mommsen et al (University of Pennsylvania Press, Philadelphia
1985) at 8 2 28; and De Waal
Perpetua
causa (permanente grondslag) as vestigingsvereiste vir
grondserwitute
(1991)
54
THRHR
705 at 719, with the
English translation of the Latin text in fn 7. The translation
is attributed to Monro. Spiller above
n 49 at 17 describes
Paulus as a jurist who served as
praefectus
praetorio
(a
high administrative office) under the emperor Alexander Severus
(222-235 AD).
[74]
De
Waal (1991) above n 73 at 719-21.
See
also De Waal
Die
Vereistes vir die Vestiging van Grondserwitute in die
Suid-Afrikaanse Reg
(LLD
thesis, University of Stellenbosch, 1989) at 70-2.
[75]
Voet above n 25
at
502-3 at 8 4 17.
[76]
De Waal (1991) above n 73 at 735(c).
[77]
Id
at
736. The translation from Afrikaans is mine.
[78]
Dreyer
v Ireland
(1874)
4 Buch 193 at 199 in a minority judgment seemingly not contradicted
on this aspect by the majority.
[79]
De Waal (1991) above n 73 at 731.
[80]
Venter
v Minister of Railways
1949
(2) SA 178
(EC) at 185.
[81]
Id.
[82]
Willoughby’s
above
n 63 at 18.
[83]
LAWSA
above
n 9
at
para 548.
[84]
LAWSA
above
n 9
at
para 549.
[85]
Digest
above
n 73 at 8 1 8, again attributed to the writings of the jurist
Paulus.
[86]
LAWSA
above
n 9
at
para 549.
It
does go on to qualify this by saying, on the authority of Voet, that
a praedial servitude will be recognised where the servitude
provides
benefits additional to those that are purely pleasurable.
[87]
Voet
above n 25 at 432 at 8 1 1.
[88]
De
Waal (1989) above n
74
at
117 citing Huber
Heedensdaegse
Rechtsgeleertheyt,
soo
elders, als in Frieslandt gebruikelik
5
ed (De Groot and Schouten, Amsterdam 1768) Trans: Gane
The
Jurisprudence of my Time
5
ed (Butterworths, Durban 1939) vol 1 and 2 at 2 43 9.
[89]
Van der Walt above n 17 at 130-1; Hall
Servitudes
3 ed (Juta & Co Ltd,
Cape Town 1973) at 2,
Silberberg
and Schoeman
above
n 23 at 374 and fn 25; and Hahlo and Kahn
The
Union of
South
Africa: The Development of its Laws and Constitution
(Juta & Co Ltd, Cape
Town 1960) at 602.
[90]
De Kock
v Hanel
1999
(1) SA 994
(C) at 998G.
[91]
Supreme
Court of Appeal judgment
above
n 13
at
para 24.
[92]
Id
at
para 57 and the High Court judgment
above
n 9
at
paras 13-17.
[93]
Rex
v Dhlumayo
1948
(2) SA 677
(A) at 705-6 and
Makate
v Vodacom Ltd
[2016]
ZACC 13
;
2016 (4) SA 121
(CC);
2016 (6) BCLR 709
(CC) at para 39.
[94]
Voet
above n 25 at 500-1 at 8 4 15.
[95]
Hollmann
above
n 24.
[96]
Id
at 644G quoting Voet above
n 25
at 501 at
8
4 15.
[97]
Id at 644 G quoting
Digest
above
n 73
at 8 1 19.
[98]
Hollmann
above n 24 at 644H
(emphasis added).
[99]
De
Waal (1989) above n 74
at
120-1.
[100]
Van der Walt above n 17 at 144-5.
[101]
Gildenhuys
Onteieningsreg
2 ed (Butterworths,
Durban 2001) at 207-33.
[102]
Id at 242-4.
[103]
Ellenborough
Park
above
n 28.
[104]
Id
at 166-7.
[105]
Id at 179.
[106]
Regency
Villas Title Ltd v Diamond Resorts (Europe) Ltd
[2019]
AC 553.
[107]
Id at paras 48-53 and 74-81.
[108]
See
Dukart
v Corpn of the District of Surrey
[1978]
2 SCR 1039
and
Blankstein
v Walsh
[1989]
1 WWR 277.
[109]
Riley
v Penttila
[1974]
VR 547
and
City
Developments Pty Ltd v Registrar General of the Northern Territory
[2000]
NTSC 33, 135 NTR 1.
[110]
Regency
Villas
above
n 106 at paras 77-8.
[111]
Id at para 81.
[112]
In
English law these are (a) there must be a dominant property; (b) the
easement must accommodate the dominant property; (c) the
dominant
and servient owners must be different persons; and (d) the right
must be capable of forming the subject-matter of a
grant. The
latter requirement breaks down into requirements that the terms of
the easement should not be too broad and
vague; the easement should
not “deprive the servient owners of proprietorship or
possession” and the rights must
provide utility or benefit to
the dominant property. See
Ellenborough
Park
above
n 28 at 179 and
Regency
Villas
above
n 106 at para 35.
[113]
Regency
Villas
above
n 106 at para 81.
[114]
Id
at paras 60-5 and
Ellenborough
Park
above
n 28 at 176.
[115]
Linvestment
CC v Hammersley
[2008]
ZASCA 1
;
2008 (3) SA 283
(SCA) at paras 25-33 and
Pickard
above n 51 at paras
42-4.
[116]
A
case for such a development would have to be properly pleaded and
supported by appropriate evidence. See, for example,
MEC
for Health and Social Development, Gauteng v DZ obo WZ
[2017]
ZACC 37
;
2017 (12) BCLR 1528
(CC);
2018 (1) SA 335
(CC) at paras 29
and 57-8.
[117]
This
has arguably been done in the past, for example, in the case of the
praedial servitude of outspan registered against the
title deeds of
a privately-owned property, the servitude being in favour of members
of the travelling public in need of a place
to outspan their cattle,
not in favour of a dominant property. This does not satisfy
the duality (two properties) requirement.
See Hall above n 89
at 122-3. Van der Merwe above n 57 at 544, does
not however recognise outspan as
a true servitude because of the
absence of duality. Nowadays, registration of such a servitude
may be precluded by sections 75(1)
and 76(1) of the
Deeds Registries Act, which appear to render the duality
requirement a statutory obligation.
The need for such
servitudes has in any event fallen away since the arrival of motor
transport.
[118]
Above at [78].
[119]
Emphasis
added.
[120]
Voet above n 25 at 432 at 8 1 1.
[121]
Van der Walt above n 17 at 488
.
[122]
See
[10]
above.
[123]
Silberberg
and Schoeman
above
n 23 at 373. The same point is made by Van der Merwe above n
57 at 506, citing Dernberg
Pandekten
6
ed (Müller, Berlin 1900) at para 245.
[124]
These
are referred to in [38]
above.
[125]
A
morgen is a unit of measurement of land equal to 0.856 hectare.
[126]
Olive
Marketing
High Court
and
Olive
Marketing SCA
above
n 26.
[127]
Olive
Marketing
High Court
id at
para 30.
[128]
Id
at para 36.
[129]
Id
at para 104 and
Olive
Marketing SCA
above
n 26 at para 20.
[130]
See
Olive
Marketing High Court
above
n 26 at para 4 of the order.
[131]
Malan
v Ardconnel Investments (Pty) Ltd
1988
(2) SA 12
(A) at 37D.
[132]
Second
judgment at [148]-[149].
[133]
Malan
above
n 131 at 37C-G.
[134]
See
above at [64], quoting Van der Walt above n 17 at 217.
[135]
Second judgment at [150].
[136]
See
above at [8].
[137]
Supreme Court of Appeal judgment above n 13 at para 24.
[138]
See
above [105]-[107].
[139]
Second judgment at [151].
[140]
At
[51]
above.
[141]
Second
judgment at [154].
[142]
I
say this subject to the enquiry below as to whether the requisite
perpetual benefit may be provided in this case by an increase
in
market value.
[143]
Second
judgment at [156].
[144]
See
[67]
above,
citing
LAWSA
above
n 9.
[145]
Second
judgment at [158].
[146]
Second
judgment at [158] and [163].
[147]
Pickard
above
n
51.
[148]
De Kock
above
n 90.
[149]
Pickard
above
n
51
at
paras 34-44.
[150]
De
Kock
above
n
90
at
999D-E.
[151]
Van
der Walt above n 17 at 164.
[152]
Second
judgment at [162], citing Van der Walt above n 17 at 164-5.
[153]
Van
der Walt above n 17 at 164-5.
[154]
Digest
above n 73 at 8 2
6. The relevant paragraph begins as follows:
“
As with rustic
praedial servitudes, these rights are lost by non-use over a
specific period, except that there is the following
difference.
They are not lost by non-use in every case, but are only lost if, at
the same time, the servient proprietor
acquires freedom from the
servitude by lapse of time.”
[155]
Second
judgment at [163] and n 197, citing
Van
Leeuwen
Commentaries
on Roman Dutch Law
Trans:
Kotze (Steven & Heyns, London 1881) at 301 at 1266.
[156]
In
Roman Law, the period for loss of a servitude through non-user was
ten or twenty years, depending on the circumstances.
See Van
der Merwe above n 57 at 539.
Section 7
of the
Prescription Act 68 of 1969
deals with extinctive prescription of
servitudes and provides as follows:
“
(1)
A servitude shall be extinguished by prescription if it has not been
exercised for
an uninterrupted period of thirty years.
(2)
For the purposes of subsection (1), a negative servitude shall
be deemed to be exercised as long as nothing which impairs the
enjoyment of the servitude has been done on the servient tenement.”
[157]
Second
judgment at n 195.
Digest
above
n 73 at 8 2 2.
[158]
Second
judgment at [161] and n 185.
[159]
Voet
above n 25 at 441 at 8 2 2; and second judgment at n 185.
[160]
Second judgment at [161].
[161]
It
would, though, be extinguished by prescription if not used for
thirty years.
[162]
Badenhorst
v Joubert
1920
TPD 100
at 105. The court held there that in determining the
extent of the grazing right of the dominant property over the
servient
property, the reasonable needs of the owner of the servient
property for grazing and other agricultural activities had to be
taken into account. The grazing on the servient property had
to be shared accordingly. See pages 106-12. This
too
distinguishes the servitude in the present matter.
[163]
Second
judgment at [155].
Section 6(1)
pertains to the
establishment of a praedial servitude in a deed of transfer.
Section 75(1)
has a similar provision in relation to the
establishment of a praedial servitude by notarial deed.
These provisions
were amended by
sections 34(a)
and
35
(a)
respectively of the Deeds Registries Amendment Act 43 of 1957
by the insertion of the words “in perpetuity or for
a limited
period”.
[164]
Hall
above n 89 at 10.
[165]
Second judgment at [168], citing
Voet
above n
25
at
501 at 8 4 15.
[166]
Voet
above n 25 at 501 at 8 4 15.
Second
judgment at [166].
[167]
De
Waal (1989) above n
74
at
121. It may be translated as follows:
“
In
my opinion, however, it is too isolated and unmotivated to be
considered convincing at all. A point of departure so foreign
to the prevailing approach to the
utilitas
requirement
would require more authority than this single statement of Voet”.
[168]
Van
der Walt above n 17 at 131.
[169]
Id
at n 270.
[170]
Second
judgment at [165].
[171]
Id at
[178].
[172]
Link
Africa
above
n 40.
[173]
3 of 1996.
[174]
See, for example, sections 2(1) and 5(1), both read with
section 12(1)(b) of the
Expropriation
Act 63 of 1975;
sections 126
to
134
of the
National Water Act 36 of 1998
; and section 19(1)
of the Gauteng Transport Infrastructure Act 8 of 2001. See
also
Link
Africa
above
n 40 at para 140 and fn 107.
[175]
At
[60]-[63].
[176]
Pickard
above
n 51.
[177]
Id
at para 79.
[178]
1965
(2) SA 582
(T) at 585D-586G.
[179]
1946
NPD 492.
[180]
Pickard
above
n 51
at
para 80.
[181]
Malan
above
n 131 at 37C-E.
[182]
Van
der Walt above n 17 at 158.
[183]
The authorities cited by
Van
der Walt bear out this proposition. They are Erasmus et al
Lee
and Honoré: Family, Things and Succession
2
ed (Butterworths, Durban 1983) at para 372; Van der Merwe above
n 57 at 471; and Badenhorst et al
Silberberg
and Schoeman’s The Law of Property
5
ed (LexisNexis, Durban 2006) at 323. See also De Waal
(1991) above n 73.
[184]
See
the first judgment at [74].
[185]
De
Kock
above
n 90 at 998I-999A. See also Voet above n 25 at
519 at 8 6 4 which confirms this principle.
[186]
See,
for example,
Braun
v Powrie
(1903)
20 SC 476.
[187]
Emphasis added.
[188]
See [
124]
to [128].
[189]
See [
128].
[190]
See, for example,
Minister
of Forestry v Michaux
1957
(2) SA 32
(N);
Badenhorst
v Joubert
above
n 162; and
Kempenaars
v Jonker, Van der Berg and Havenga
1898
5 OR 223.
[191]
Van
der Walt above n 17 at 164-5.
[192]
Pickard
above
n 51 at para 39.
[193]
Voet
above n 25 at 510 at 8 5 4 reads as follows:
“
When
action on servitude fails
.
— This action fails . . . if when the owner of a more remote
tenement owes a servitude of not building higher, while an
intermediate tenement is free, such owner has built up higher after
the owner of the intermediate free tenement has already built
up
higher in his own right. The very owner of the servient
tenement cannot appear in that way to have done anything contrary
to
the servitude established, inasmuch as the servitude has already
been lawfully obstructed by the intermediate owner.
When
action on servitude, after failing, revives
—
[t]his action nevertheless revives if the house
in the middle has been taken down or lowered within the time
prescribed for the
loss of servitudes.”
[194]
Pickard
above
n 51 at para 46.
[195]
See,
for example, Voet above n 25 at 440 at 8 2 2 explaining that
the servitude of letting in of beams (
tigni immitendi
)
“may even be renewed when either the dominant or the servient
house has entirely fallen down or been taken down, and then
in turn
been reinstated”. See also Voet at 518 at 8 6
4 which makes clear that the principle of revival
of a servitude
after a demolished house or washed away farm is restored, is a
general principle applicable to all servitudes.
[196]
Digest
above
n 73 at 8 2 6:
“
Suppose,
for example, your house is burdened with a servitude in favour of my
house, preventing it from being raised in height,
lest it obstruct
my light; and suppose further that I keep an obstruction in front of
my windows or keep them blocked up for
the prescribed period.
I lose my right only if you have raised and kept raised the height
of your house throughout the
same period. On the other hand,
if you have made no alterations, I retain the servitude.”
[197]
Van
Leeuwen above n 155 at 301.
[198]
Voet
above n 25 at 501 at 8 4 15.
[199]
Id
at 501 at 8 4 15:
“
[W]hatever
rights are granted to a tenement, such as will bring enjoyment also
to the owner of the tenement and to others . .
. will not be
praedial servitudes for any other reason than that the price of the
tenement, which perchance is likely to serve
only purposes of
enjoyment, is raised because of them. Thus it comes about that
what serves for pleasure in respect of
human beings, yet as regards
the tenement embraces a benefit, and ought as such to be reckoned
among real servitudes [i.e. praedial
servitudes].”
See
also
Hollmann
above
n 24 at
644G-I.
[200]
See
the first judgment at [78].
[201]
See
the first judgment at [79].
[202]
The
passage in
De
Kock
above
n 90 at 998G cited by the first judgment states:
“
This
principle referred to as a requirement of
utilitas
demands
that the servitude must offer some permanent benefit to the dominant
tenement
and
not merely
serve
the personal pleasure or caprice of the owner of the land.”
(Emphasis added.)
[203]
Voet
above n 25 at 501 at 8 4 15.
[204]
Ellenborough
Park
above
n 28 at 179.
[205]
Counsel
for the Bains relied on the authority of
Colonial
Banking and Trust Co. Ltd v Hill’s Trustee
1927 AD 488.
[206]
Collins
v Minister of the Interior
1957
(1) SA 552
(A)
.
[207]
Id at 574E-G.
[208]
Link
Africa
above
n 40
at
paras 142-55.
[209]
See,
for example,
Daniels
v Scribante
[2017]
ZACC 13
;
2017 (4) SA 341
(CC);
2017 (8) BCLR 949
(CC) (
Daniels
)
at
paras 135-8;
Link
Africa
above
n 40 at para 106; and
Port
Elizabeth Municipality v Various Occupiers
[2004]
ZACC 7
;
2004 (12) BCLR 1268
(CC);
2005 (1) SA 217
(CC) (
PE
Municipality
)
at para 23.
[210]
See
the discussion of the origins of the principle that servitudes
should be interpreted restrictively in
Kruger
v Joles Eiendomme
above
n 27 at paras 8-11 where the Supreme Court of Appeal cited
Voet’s statement that “[t]hat is especially
so because
the granting of a servitude receives a strict interpretation as
being an odious thing (because it is opposed to natural
freedom)”.
The natural freedom to which Voet refers is the freedom of property
owners to do what they will with their
property. That is a
freedom which exists only under an absolutist notion of property.
[211]
This
is particularly the case when the traditional set of rules evolved
in a legal environment that had an absolutist notion of
property
which South African law has rejected in the constitutional era.
See, for example,
Daniels
above
n 209 at paras 135-8 and
PE
Municipality
above
n 209 at para 23.
[212]
Salmon
v Lamb’s Executor
(1906)
20 EDC 351.
[213]
Id at 359-61.
[214]
Beadica
231 CC v Trustees, Oregon Trust
[2020]
ZACC 13
;
2020 (5) SA 247
(CC);
2020 (9) BCLR 1098
(CC) at para 81
and
Affordable
Medicines Trust v Minister of Health
[2005]
ZACC 3
;
2005 (6) BCLR 529
(CC);
2006 (3) SA 247
(CC) at para 108.
[215]
See
Scott “A Growing Trend in Source Application by Our Courts
Illustrated by a Recent Judgment on Right of Way” (2013)
76
Tydskrif
vir Hedendaagse Romeins-Hollandse Reg
239
at 242-3 for an understanding of the phrase “
civiliter
modo
”
in
this way.
[216]
See
Link
Africa
above
n 40 at para 119.
[217]
See
above at [59]-[64].
[218]
Willoughby’s
above n 63 at 16.
[219]
Kruger
v
Joles
Eiendomme
above
n 27.
[220]
Id at para 8. See Van der Walt above n 17
at
193.
[221]
See
the discussion in Van der Walt id at 196-203 and, summarising his
position at 203:
“
Whenever
very extensive servitude grants or heavy servitude burdens are
created, reliance on the contract should only oust consideration
of
the presumption if the wording of the servitude grant is not only
clear and unambiguous but also precise and specific in identifying
and describing exactly the burden to be placed on the servient
land. However, when the wording is general, wide and
permissive
(and unless the ‘real’, narrower and more
precise intention of the parties can be ascertained in terms of the
golden
rule) it should not be seen as a clear and unambiguous
servitude grant and the presumption should apply to reduce the
servitude
burden to the minimum.”
[222]
Roeloffze
N.O. v Bothma N.O.
2007
(2) SA 257 (C).
[223]
Id
at para
33.
[224]
This
flows from the fact that a servitude is a limited real right and
does not deprive the servient owner of all uses of their
property
provided they are consistent with the servitude holder’s
exercise of their entitlements.
See
Sonnekus “Erfdiensbaarhede en die uitoefening daarvan
civiliter
modo”
(2007)
70
Tydskrif
vir Hedendaagse Romeins Hollandse Reg
351
at 353.
[225]
Van der Walt above n 17 at 247
and
Silberberg
and Schoeman
above
n 23 at
381-2.
[226]
Anglo
Operations
Ltd
v Sandhurst Estates (Pty) Ltd
[2006]
ZASCA 118; 2007 (2) SA 363 (SCA).
[227]
Id at para 21. See also in an analogous context,
Trojan
Exploration Company v Rustenburg Platinum Mines
[1996] ZASCA 74
;
1996
(4) SA 499
(SCA);
[1996] 4 All SA 121
(A) at para 67.
[228]
Van der Walt above n 17 at 247.
[229]
This
is often referred to as the “necessity component” of the
proportionality enquiry.
[230]
See
the first judgment at n 44.
[231]
Motswagae
v Rustenburg Local Municipality
[2013]
ZACC 1; 2013 (2) SA 613 (CC); 2013 (3) BCLR 271 (CC).
[232]
Id at para 14.
[233]
Link
Africa
above
n 40.
[234]
Id at paras 142-3.
[235]
Id
at para 106.
[236]
Id
at para 109.
[237]
Daniels
above
n 209
[238]
Id at para 136.
[239]
See, for instance, Biko “Some African Cultural Concepts”
in Stubbs (ed)
I
Write What I Like: Steve Biko. A Selection of His Writings
(Heinemann, London 1987)
at 43; Mnisi Weeks et al “Tensions between Vernacular
Values that Prioritise Basic Needs and
State Versions of Customary
Law that Contradicts Them: ‘We Love These Fields That Feed Us,
but Not at the Expense of a
Person’” (2011) 3
Stellenbosch
Law Review
823
at 823 33; Du Plessis “African Indigenous Land
Rights in a Private Ownership Paradigm” (2011) 14
PER/PELJ
45 at 48 57;
and Shandu and Clark “Rethinking Property: Towards a
Values-Based Approach to Property Relations
in South Africa”
(2021)
Constitutional
Court Review
39
at 56-7.
[240]
See, for instance, Davies “Persons, Property and Community”
(2012) 2
Feminists@law
1 at 13-18;
Van Wagner “Putting Property in its Place: Relational
Theory, Environmental Rights and Land Use Planning”
(2013) 43
Revue
Générale de Droit
275
at 283-6; and Nedelsky “A relational approach to
property” in Graham et al
The
Routledge Handbook of Property, Law and Society
(Routledge, New York
2023).
[241]
Okoth-Ogendo “The Nature of Land Rights under Indigenous Law
in Africa” in Claassens and Cousins (eds)
Land,
Power and Custom: Controversies Generated by South Africa’s
Communal Land Rights Act
(UCT
Press, Cape Town 2008) at 100 (emphasis added).
[242]
Nedelsky above n 240 at 329.
[243]
Carmichele
v Minister of Safety and Security
[2001]
ZACC 22
;
2001 (4) SA 938
(CC);
2001 (10) BCLR 995
(CC) at para 34.
[244]
Id
at para 36.
[245]
See
Linvestment
CC v Hammersely
[2008]
ZASCA 1
;
2008 (3) SA 283
(SCA) at para 25 where the
Supreme Court of Appeal developed the existing law of
servitudes on the basis of its inherent
power to develop the common
law.
[246]
See,
in this regard, a similar approach adopted in
Link
Africa
above
n 40 at para 119.
[247]
See
Tuta
v The State
[2022]
ZACC 19
;
2023 (2) BCLR 179
(CC);
2024 (1) SACR 242
(CC) at para 52
where a similar approach was adopted and raising a matter in oral
argument was found to be sufficient to
enable this Court to
pronounce on that matter.
[248]
Dawood
v Minister of Home Affairs; Shalabi v Minister of Home Affairs;
Thomas v Minister of Home Affairs
[2000]
ZACC 8; 2000 (3) SA 936 (CC); 2000 (8) BCLR 837 (CC).
[249]
Id
at para 37.
[250]
71
of 1962.
[251]
Id
at section 2(1)(r).
[252]
National
Council of Societies for the Prevention of Cruelty to Animals v
Openshaw
[2008]
ZASCA 78; 2008 (5) SA 339 (SCA).
[253]
Id
at para 38.
[254]
S v
Lemthongthai
[2014]
ZASCA 131; 2015 (1) SACR 353 (SCA).
[255]
Id at para 20.
[256]
National
Society for the Prevention of Cruelty to Animals v Minister of
Justice and Constitutional Development
[2016]
ZACC 46
;
2017 (1) SACR 284
(CC);
2017 (4) BCLR 517
(CC).
[257]
Id at para 57.
[258]
See
above at [142].
[259]
See
para 3(2)(c) of the order.
[260]
See
above at [220]-[223].
sino noindex
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