Case Law[2024] ZASCA 117South Africa
De Kock v Du Plessis and Others (284/2023) [2024] ZASCA 117 (24 July 2024)
Supreme Court of Appeal of South Africa
24 July 2024
Headnotes
Summary: Eviction – Prevention of Illegal Eviction from and Unlawful Occupation of Land Act 19 of 1998 (the PIE Act) – defence – right to occupation in terms of oral agreement – alleged agreement cancelled in action proceedings – aggrieved party not permitted to approbrate and reprobate – contractual defence extinguished by cancellation – just and equitable order considered.
Judgment
begin wrapper
begin container
begin header
begin slogan-floater
end slogan-floater
- About SAFLII
About SAFLII
- Databases
Databases
- Search
Search
- Terms of Use
Terms of Use
- RSS Feeds
RSS Feeds
end header
begin main
begin center
# South Africa: Supreme Court of Appeal
South Africa: Supreme Court of Appeal
You are here:
SAFLII
>>
Databases
>>
South Africa: Supreme Court of Appeal
>>
2024
>>
[2024] ZASCA 117
|
Noteup
|
LawCite
sino index
## De Kock v Du Plessis and Others (284/2023) [2024] ZASCA 117 (24 July 2024)
De Kock v Du Plessis and Others (284/2023) [2024] ZASCA 117 (24 July 2024)
Download original files
PDF format
RTF format
Links to summary
PDF format
RTF format
make_database: source=/home/saflii//raw/ZASCA/Data/2024_117.html
sino date 24 July 2024
SAFLII
Note:
Certain
personal/private details of parties or witnesses have been
redacted from this document in compliance with the law
and
SAFLII
Policy
THE SUPREME COURT OF
APPEAL OF SOUTH AFRICA
### JUDGMENT
JUDGMENT
Not Reportable
Case no: 284/2023
In the matter between:
LEON DE KOCK
APPELLANT
and
WANDA LUUS DU
PLESSIS FIRST
RESPONDENT
ANDRE DU
PLESSIS SECOND
RESPONDENT
DU PLESSIS (BOLAND)
WELLINGTON
ATTORNEYS
THIRD RESPONDENT
CITY OF CAPE TOWN
MUNICIPALITY FOURTH RESPONDENT
Neutral
citation:
De Kock v Du
Plessis and Others
(284/2023)
[2024] ZASCA 117 (24 July 2024)
Coram:
MAKGOKA, MABINDLA-BOQWANA and GOOSEN
JJA and BAARTMAN and SEEGOBIN AJJA
Heard:
6 May 2024
Delivered:
This judgment was handed down electronically by
circulation to the parties’ representatives by email,
publication on the Supreme
Court of Appeal website, and release to
SAFLII. The date and time for hand-down is deemed to be 11h00 on 24
July 2024.
Summary:
Eviction – Prevention of Illegal Eviction
from and Unlawful Occupation of Land Act 19 of 1998 (the PIE Act) –
defence
– right to occupation in terms of oral agreement –
alleged agreement cancelled in action proceedings – aggrieved
party not permitted to approbrate and reprobate – contractual
defence extinguished by cancellation – just and equitable
order
considered.
ORDER
On
appeal from:
Western Cape Division of
the High Court, Cape Town (Dolamo, Kusevitsky and Nziweni JJ sitting
as court of appeal):
1
The appeal is upheld.
2
The order of the full court is set aside and replaced with the
following:
‘
1.
The appeal is upheld.
2.
The order of the court of first instance under case number 6374/2020
is set aside and replaced
with the following order:
‘
1.
The applicant’s supplementary replying affidavit is admitted.
2.
The first and second respondents (respondents) and all those claiming
occupation through and under them
are evicted from erf 4629,
Wellington, with street address 9 Muscadel Street, Wellington (the
property), subject to the conditions
set out below.
2.1 The
applicant shall lease a residential unit at a retirement home, which
provides frail-care facilities and/or otherwise
provides and/or
contracts in medical services for ailing residents, for occupation by
the respondents (a unit).
2.2 The
monthly rental of the unit shall not exceed R20 000 per month,
exclusive of any additional costs levied by the
retirement home in
respect of frail care or medical treatment actually afforded to the
second respondent, which are not included
in the monthly rental of
the unit and which are not covered by the existing medical aid
scheme(s) of the respondents, provided
that:
(a) The
applicant shall pay such additional costs which are not so included
or covered.
(b) If the
respondents select a unit which exceeds R20 000 per month in rental,
they shall reimburse the applicant any
amount exceeding R20 000,
immediately upon the applicant’s written demand.
2.3 The
respondents shall within 30 calendar days of this order select a unit
which is available to be occupied by them
on or before the date on
which they are obliged to vacate the property for a monthly rental
not exceeding R20 000 and notify the
applicant of its particulars,
whereupon the applicant shall lease that unit for residential
occupation by the respondents: Provided
that in the event that the
respondents fail to select a unit as contemplated above and/or inform
the applicant, the applicant may
either:
2.3.1 pay an amount of
R20 000 per month to the respondents, jointly and severally, as a
contribution to such residential accommodation
as they may wish
themselves to hire, which payments shall be a complete discharge of
the applicant’s obligations to the respondents;
or
2.3.2 call upon the
respondents within 10 calendar days thereafter, to rank the
retirement homes mentioned below, in descending
order of their
preference:
(a)
Huis Vergenoeg (in Main Road, Paarl);
(b)
Rusthof Old Age Home (in Klein Nederburg Street, Paarl);
(c)
Huis Perelberg (in Botha Street, Paarl);
(d)
Rusoord Old Age Home (in Divine Street, Paarl);
(e)
Sherwood Nursing Home (in Kenilworth, Cape Town);
(f)
Libertas Retirement Home (in Goodwood, Cape Town);
(g)
Oasis Retirement Home (in Century City, Cape Town);
(h)
Pineland Place (in Pinelands, Cape Town);
(i)
Trianon Care Centre (in Plumstead, Cape Town);
(j)
Eureka Retirement Village (in Oakdale, Cape Town);
(k) La
Recolte Retirement Village (in Richworth, Cape Town);
(l)
De Plattekloof Lifestyle Estate (in Plattekloof, Cape Town).
2.4 In the
event the applicant selects the option in 2.3.2 above, he shall lease
an available unit not exceeding R20 000
per month at the
highest-ranking retirement home in the above list for occupation by
the respondents on or before the date of which
the respondents are
obliged to vacate the property.
2.5 The
respondents and all those claiming occupation through and under them
shall vacate the property by no later than
90 calendar days of this
court’s order.
2.6 In the
event that the respondents and all those claiming occupation through
and under them fail to vacate the property
on the date appointed in
the preceding paragraph or to which that date has been postponed by
the applicant, the sheriff with jurisdiction
or his/her lawful deputy
is authorised and directed to carry out the eviction on the court day
immediately following the date to
vacate the property or the
postponement date by the applicant.
2.7 The
respondents shall in good faith give all reasonable cooperation to
the applicant in securing a unit for residential
occupation by them,
including, without limitation, attending any interviews appointed for
them at retirement homes.
2.8 In the
event that a unit has been secured for residential occupation by the
respondents and it is for any reason
not reasonably practicable for
the respondents to occupy that unit on the date on which they are
obliged to vacate the property,
the applicant may by written notice
postpone the date on which the respondents are obliged to vacate the
property, to a specified
or determinable later date, without further
legal process. Such a notice shall be
prima facie
proof that
the specified or determinable later date has been appointed by the
applicant.
2.9 In the
event that the respondents should wish to store any of their
household furniture and effects upon vacating
the property, the
applicant shall pay the reasonable cost of such storage for a period
of two months, reckoned from the date on
which the respondents are
obliged to vacate the property or from the specified or determinable
later date to which the applicant
has postponed the date on which the
respondents are obliged to vacate the property.
2.10 All communications
which may be necessary between the parties shall be effected by email
exchange between themselves or their
legal representatives, as the
case may be, which emails shall be deemed to have been received at
08:00 on the Court day following
the day on which they were
dispatched.
2.11 These obligations on
the applicant shall be effective and enforceable for a period of one
year from the date of this order.
3.
There is no order as to costs’.
JUDGMENT
Mabindla-Boqwana JA
(Makgoka and Goosen JJA and Baartman and Seegobin AJJA concurring):
Introduction
[1]
The appellant, Mr Leon de Kock, appeals
with the special leave of this Court, against an order of the full
court of the
Western
Cape Division of the High Court, Cape Town (the full court). That
court had dismissed his appeal against an order of a single
judge,
which had dismissed Mr de Kock’s eviction application against
the first and second respondents.
[2]
On 4 June 2020, Mr de Kock launched an
application in the Western Cape Division of the High Court, Cape Town
(
the high court), for
the eviction of the first and second respondents from the residential
property situated at erf 4629, 9 Muscadel
Street, Wellington (the
property), in terms of s 4(6) alternatively s 4(7) of the Prevention
of Illegal Eviction from and Unlawful
Occupation of Land Act 19 of
1998 (the PIE Act).
[3]
Mr de Kock is a businessman and
the
current owner of the property. The first respondent, Mrs Wanda Luus
du Plessis and the second respondent, Mr Andre du Plessis
are
retired. They are married and reside in the property. The property
was previously owned by Mrs du Plessis until she sold it
to Mr de
Kock.
Mr du Plessis practised as an
attorney
at the
property until he
ceased to
practice.
[4]
Mr de Kock was
married to Mr and Mrs du Plessis’ daughter, Nicquelette de Kock
(Nicquelette) in 2006, until her passing on
26 September 2018. Mr de
Kock and Nicquelette had twins born of their marriage, a boy and a
girl, who are currently 11 years old
(the minor children). The
relationship between Mr de Kock and his in- laws was initially very
warm, caring and loving. For all
intents and purposes Mr and Mrs du
Plessis regarded Mr de Kock as their own son.
[5]
During 2015 Mr de
Kock and Mrs du Plessis started discussing the possibility of Mr de
Kock purchasing the property. At the time,
the property was subject
to a mortgage bond of about R1 000 000 in favour of ABSA Bank.
The parties differ as to what led
to these discussions. Mr de Kock’s
version is that his in-laws were experiencing financial difficulties
and the property
had become a financial burden that the couple
increasingly could no longer afford. Mrs du Plessis, on the other
hand, alleges that
it was Mr de Kock, who proposed buying the
property so he could obtain finance for his business as he did not
own immovable property.
[6]
On 6 May 2016, the
parties concluded a deed of sale in terms of which Mrs du Plessis
agreed to sell the property to Mr de Kock at
the purchase price of
R4 500 000. Mr de Kock secured a loan of R3 375 000
from ABSA Bank against the registration
of a mortgage bond over the
property, which is 75% of the R4 500 000 purchase price. The
property was registered in Mr de
Kock’s name on 5 September
2016. Mrs du Plessis was paid an amount of R3 500 000 as
consideration for the sale.
[7]
From the proceeds of the sale Mrs du
Plessis paid R1 000 000 to ABSA Bank to discharge the existing
mortgage bond over the
property. She then by agreement with Mr de
Kock, advanced the remaining balance of R2 500 000 to him. It
was agreed that Mr
de Kock would repay the loaned amount, in monthly
instalments of R52 085, over a period of 48 months (loan
agreement). Mr
de Kock also agreed to pay 48 instalments of R25 000
per month, which he alleges represented a fixed interest of 10% per
month
on the loan capital. Mrs du Plessis, on the other hand,
understood the amount to have been a contribution towards hers and Mr
du
Plessis’ living expenses, since Mr de Kock enjoyed the
benefit of the full proceeds of her property.
[8]
After the sale and transfer, Mr and
Mrs du Plessis remained in occupation of the property with Mr de
Kock’s consent. According
to Mrs du Plessis the agreement was
that she and Mr du Plessis could continue to reside at the property
rent-free until the full
amount was paid; namely, repayments for the
R2 500 000, 48 monthly payments of R25 000 and the R1 000
000 shortfall
outstanding in terms of the agreement.
In
mid-2019, Mr de Kock’s relationship with his in-laws started to
deteriorate. The source of the fall-out was Nicquelette’s
estate and access to the minor children. The detail of that dispute
is however not relevant to the determination of this appeal.
[9]
Mr de Kock
engaged the services of an attorney who advised him that the loan
agreement between him and Mrs du Plessis was a credit
transaction as
contemplated in s 8(4)
(f)
of the National Credit Act 34 of 2005 (the NCA) and thus a credit
agreement as defined in s 1 read with s 8(1) of the NCA. The
loan
agreement was, accordingly, unlawful because Mrs du Plessis was not
registered as a credit provider. On that advice, Mr de
Kock ceased to
make payments.
[10]
As at the end of October 2019, of
the R52 085 monthly instalments, Mr de Kock had paid R1 927 145.
In respect of
the R25 000 monthly payments, his version is that
he had paid R925 000 while Mrs du Plessis alleges that he
had
only paid R875 000.
[11]
On 14 October 2019 and 23 October
2019, Mr de Kock’s attorneys sent letters to Mr and Mrs du
Plessis notifying them of Mr
de Kock’s intention to sell the
property and required them to vacate the property by 31 January 2020.
A further notice was
sent on 21 February 2020.
[12]
Mr and Mrs du Plessis refused to
vacate the property resulting in Mr de Kock filing the PIE
application in the high court on 4 June
2020. Mr de Kock alleged that
the parties had entered into two distinct oral agreements. The first
agreement was that, after acquiring
the property, Mr and Mrs du
Plessis would remain in occupation of the property, indefinitely and
rent free, subject to them paying
for the amenities used and the
necessary maintenance. He was advised that the arrangement was not a
proper lease and was therefore
terminable at reasonable notice.
[13]
The second agreement was the loan
agreement discussed above. ABSA Bank was prepared to advance a loan
of 75% of the purchase price
of the property to him. The R4 500
000 that was stipulated in the deed of sale was a simulated purchase
price, which at 75%
would yield a mortgage loan of R3 375 000.
He would be required to only invest R125 000 of his own capital in
the property.
[14]
In defence to
the PIE application, Mrs du Plessis alleged that the parties entered
into a single oral agreement constituted of two
parts (composite
agreement). According to her, because ABSA Bank was only prepared to
offer mortgage financing of only R3 375 000,
she agreed to
accommodate Mr de Kock by allowing the property to be transferred to
his name against the payment of R3 500
000. The balance of
R1 000 000 of the purchase price would, upon transfer,
remain due by Mr de Kock to her. Mrs du Plessis
therefore agreed to
lend Mr de Kock R2 500 000 of the balance of the proceeds of
sale actually paid upon transfer. The remaining
balance of R1 000
000, making up R3 500 000, was due by Mr de Kock. As
already stated, the R2 500 000 would
be repaid in 48 monthly
instalments of R52 085 per month and the R1 000 000 would be
repayable after the first component of
R2 500 000 was fully
paid.
[15]
Accordingly,
until such time the R3 500 000 had been repaid in full, Mr and
Mrs du Plessis would remain in the property free
of rent. Mr de Kock
could not freely deal with the property. Full payment of the money
and the restoration of the property, according
to Mrs du Plessis,
were reciprocal. Because the full loan account had not been fully
redeemed, she retained the right to remain
in occupation of the
property in terms of the composite agreement. She regarded the
attempt to evict her and Mr du Plessis from
the property as a
repudiation of the agreement, which she refused to accept and elected
to approbate and enforce it.
[16]
The eviction
application served before De Villiers AJ on 9 March 2021. At the
hearing of the matter, Mr de Kock’s counsel
sought to introduce
a supplementary replying affidavit (the affidavit). The purpose of
the affidavit was to draw to the courts’
attention that Mrs du
Plessis had, on 4 November 2020, instituted action in the high court,
against Mr de Kock in which she averred
that she had cancelled the
oral agreement between her and Mr de Kock.
Mr
de Kock’s counsel assumed that the affidavit was part of the
record. Upon becoming aware that it was not, he made an application
to introduce it to the record.
[17]
The high court
ruled against admitting the affidavit on the strength of the
submissions made by Mr and Mrs du Plessis’ counsel
and ordered
the expungement of the affidavit from the record. The submissions
advanced in support of the refusal were, firstly,
that no leave was
sought from the court to admit the affidavit nor was any agreement
obtained from the other party to introduce
the affidavit, it was
simply slipped into the court file. This being done without allowing
Mr and Mrs du Plessis an opportunity
to deal with the affidavit.
Secondly, the affidavit introduced a new cause of action with no
amendment sought to the notice of
motion. Thirdly, ‘the new
cause of action’ was entirely unsustainable on the facts and
the law. In this regard, counsel
for Mr de Kock delved into the
merits, which was not necessary in determining whether the affidavit
should be admitted.
[18]
The high court
proceeded to deal with the PIE application and accepted Mr and Mrs du
Plessis’ version and dismissed the application.
It found, inter
alia, as follows:
‘
As
a result, I find that the sale agreement of the property, the loan
and the agreement in terms of which the first and second respondents
occupy the property, are inseverable and constitute one agreement.’
[19]
It further
found that the agreement was fraudulent void
ab
initio
as
the deed of sale was inflated by R1 000 000. On Mr de Kock’s
version this was done to maximise the amount of the mortgage
bond
that he could obtain from ABSA Bank. The court also found the loan
agreement to be in breach of s 89(2) read with s 90 of
the NCA, as it
was not an arm’s length transaction. It subsequently dismissed
an application for leave to appeal, which was
granted by this Court
to the full court
of the Western
Cape Division of the High Court, Cape Town.
[20]
The full court dismissed the appeal. As the
court of first instance, it dismissed the application to introduce
the affidavit. Prior
to the hearing of the appeal, t
he
parties’ attorneys had agreed on documents that would form part
of the appeal record. Mr de Kock’s counsel discovered
that the
affidavit was not included.
Upon
becoming aware of this omission, he made an application, at the
hearing of the appeal, to introduce the affidavit to the record.
He
explained to the court that
when
preparing the index and the bundle for the hearing, Mr de Kock’s
attorneys inadvertently omitted to include the affidavit
as part of
the documents.
[21]
The full court remarked that ‘[o]n
appeal, the appellant is bound by the four corners of the record and
must argue thereon’.
It regarded Mr de Kock’s application
to supplement the appeal record as ‘tantamount to an
application to receive further
evidence but without meeting the
requirements for such an application’. It further found that
the agreement by the parties
as to which parts of the record should
be included in the record of appeal was binding. The full court
proceeded to deal with the
appeal without the affidavit.
[22]
In
dealing with the merits of the appeal, the full court applied the
Plascon-Evans
rule
[1]
and accepted Mrs du
Plessis’ version that it was Mr de Kock, who approached them
and requested a loan through a scheme that
he had hatched. In the
court’s view, Mrs du Plessis’ version was easy
to explain, and not unusual. It found
that the property was sold for
R4 500 000 and not R3 500 000 as contended by Mr de Kock.
Further, that the
loan agreement was valid and would endure until the
amount owed was fully paid. It concluded that the ‘purported’
cancellation
by Mr de Kock did not bring the agreement to occupy the
property to an end. Aggrieved by the full court’s judgment, Mr
de
Kock approached this Court for special leave to appeal, which was
granted on 6 March 2023.
Issues on appeal
[23]
The first issue to determine is whether the
court of first instance and the full court erred by refusing to admit
the affidavit.
Secondly, if the affidavit ought to have been allowed,
what would be its impact on the defence given by Mr and Mrs du
Plessis in
the PIE application. Thirdly, if it is found that their
right to occupy the property terminated by virtue of Mrs du Plessis’
cancellation of the oral agreement in the particulars of claim,
whether it is just and equitable to evict them in terms of the
PIE
Act.
Admission of the
supplementary replying affidavit
[24]
It
is settled that a court has a discretion whether to permit the filing
of further affidavits, which discretion must be exercised
‘against
the backdrop of the fundamental consideration that a matter should be
adjudicated upon all the facts relevant to
the issues in dispute’.
[2]
This Court in
Dickinson
v South African General Electric Co (Pty) Ltd
,
[3]
said:
‘
The
application had to be approached in the light of all the issues
raised and, at least in respect of the
beneficia
,
a proper adjudication would require an answer by the appellant
to the matters raised by the respondent. In my view the filing
of the
further affidavit should have been allowed, and the present enquiry
will proceed upon the assumption that it has been admitted.’
[25]
In considering whether to admit a further
affidavit, the court would ask the following questions: firstly,
whether a proper and
satisfactory explanation as to why the new
information in the affidavit was not placed before the court at an
earlier stage, had
been given; secondly, whether any prejudice will
be caused by the admission of the affidavit, which could not be
limited by an
appropriate costs order; and thirdly, the relevance and
importance of the evidence to the issues it has to determine.
[26]
It is so, that a party may not simply file
an additional affidavit without first applying for permission from
the court. The form
the application should take depends on the
circumstances and the nature of the application. Nothing is amiss, in
appropriate cases,
with bringing an application from the bar. The
kernel of the procedure is that an application should be brought to
the court. The
determining factor being whether the other party would
suffer prejudice and how that prejudice is to be ameliorated.
[27]
In this instance, it is common cause that
the affidavit was not filed by way of the long form prior to the
hearing of the matter.
It was served and filed without a notice of
motion on 17 November 2020. That is three months before the hearing
of the PIE application.
[28]
Mr de Kock’s legal representatives
may be criticised for proceeding on the basis that the filing of the
affidavit was sufficient.
His counsel, however, informed the court
that he was not aware that the affidavit did not form part of the
record. He moved for
leave to introduce it from the bar. The court
ought not to have elevated form over substance. It should have
considered the application
against the principles discussed above.
Fundamentally, it should have looked at the allegations in the
affidavit, their purpose
and relevance to the issues before it, and
whether Mr and Mrs du Plessis would be prejudiced by its
introduction, if so, how that
potential prejudice could be cured.
[29]
The affidavit simply sought to place the
fact that Mrs du Plessis had instituted action, which had an impact
on the application
before it. This allegation could not have been
made in the founding affidavit because it occurred after the filing
of the PIE application.
That fact was important and central to the
issue in dispute. There would be no prejudice suffered by Mr and Mrs
du Plessis that
could not be dealt with, as the affidavit simply
sought to bring to the attention of the court an existing fact. What
the court
makes of what was contained in the affidavit is a different
matter.
[30]
The affidavit did not introduce a new cause
of action. Mr de Kock’s case was that Mr and Mrs du Plessis had
no right to occupy
the property. He had sent them notice to terminate
the right to occupy and having refused to vacate the property, Mr and
Mrs du
Plessis became unlawful occupiers in terms of the PIE Act. The
issue of whether there was a valid agreement as alleged in Mrs du
Plessis’ defence, which gave her and Mr du Plessis the right to
occupy the property, until the amount allegedly owed was
fully paid,
remained the issue in dispute. Accordingly, the court of first
instance should have admitted the affidavit.
[31]
The full court did not adequately deal with
this issue. It ought to have considered whether the affidavit was
properly excluded
by the court of first instance, from the record. It
erred in how it approached the matter. The affidavit simply sought to
place
all the facts before the court.
[32]
Given the fact that Mrs du Plessis was
aware of the affidavit a few months before the hearing, its omission
was clearly erroneous.
The agreement by the attorneys did not bar the
court from admitting the affidavit. The attorneys clearly committed
an error. Despite
their agreement, the full court was permitted by
rule 49(9) to call for the whole record to be placed before it. With
these considerations,
the affidavit ought to have been admitted and I
proceed on that basis.
The impact of the
averments in the action proceedings
[33]
In the affidavit, Mr de Kock referred to
paragraph 21 of the particulars of claim where Mrs du Plessis made
the following averment:
‘
21.
The Defendant’s breach and repudiation has been ongoing and in
the circumstances, the Plaintiff has elected to accept
the
Defendant’s repudiation, and has cancelled the Loan Agreement,
alternatively hereby cancels same.’
[34]
In
contract law, an innocent party is entitled to cancel an agreement on
grounds of misrepresentation or breach of contract. Such
party must
exercise an election between two inconsistent remedies, whether to
cancel or to abide by the contract.
[4]
An election to cancel necessarily involves an abandonment of the
right of enforcement. A party can
therefore
not both approbate and reprobate
.
[5]
She may cancel and sue for damages or abide by the contract and claim
performance. Once cancelled, a contract may not be unilaterally
revived. In
Thomas
v Henry and Another
,
[6]
this Court held:
‘
Once
the innocent party has decided to cancel - and has communicated his
decision to the other party - he has, of course, exercised
his
election. He then no longer has a choice of remedies and may
not, without the consent of the other party, undo his decision.
The
concept of election is therefore not appropriate in regard to conduct
which appears to be in conflict with an intention to
rely on the
chosen remedy.’
[35]
When
the aggrieved party, however, decides to abide by the contract, but
the other party persists with the breach, the aggrieved
party may
change their mind and cancel, in terms of the repentance principle.
‘
Persistence
should be understood as a further indication of intention to
repudiate after having been given an opportunity to reconsider.’
[7]
[36]
In the present matter, Mrs du Plessis
relied upon the composite agreement that she would lend money to Mr
de Kock, which Mr de Kock
agreed to repay, as stated above. Mr de
Kock agreed to let her occupy the property, until the money was
repaid in full. In other
words, the property would only be restored
to him once he had paid all the money loaned to him by Mrs du
Plessis.
[37]
In the PIE application, Mrs du Plessis
decided to abide by the contract to preserve her right to occupation
and enforce it. Later,
in her particulars of claim, she elected to
cancel the contract as she was entitled to do. This means Mrs du
Plessis’ right
to receive payments in the manner prescribed in
the agreement with the reciprocal obligation on Mr de Kock to allow
her to occupy
the property until payment was made in full, were
extinguished. Her right, resulting from the cancellation of the
contract, is
to receive damages as she may be able to prove.
[38]
Mrs du Plessis’ counsel submitted
that reliance should not only be placed on paragraph 21 of the
particulars of claim where
Mrs du Plessis avers cancellation of the
agreement but also to paragraph 22.3 which states:
‘
The
Defendant tenders vacant occupation of the property against payment
of the amount of R1 897 935 …together with
interest…a
tempore morae
.
’
[39]
From this paragraph, he argued, Mrs du
Plessis’ claim was one of restitution and not damages. As a
result, until Mr de Kock
tenders the return of the total amount
loaned to him, he cannot claim the return of what she had delivered,
as the rights and the
concomitant obligation are reciprocal in terms
of the agreement. Therefore, in the absence of that tender, Mr and
Mrs du Plessis
are not in unlawful occupation of the property.
[40]
Apart for there being no authority for this
proposition, it is untenable. Mrs du Plessis cannot insist on
retaining occupation of
the property in terms of the agreement,
having cancelled the contract, which entitles her to sue for damages.
Had Mrs du Plessis’
claim been for restitution upon
cancellation, she would have been obliged to tender restitution of
what she had herself received.
Considering these principles, it is
evident that, had the court of first instance and the full court
considered the affidavit,
the outcome might have been different. They
both erred in how they approached the matter.
[41]
By virtue of her cancelling the contract,
Mr and Mrs du Plessis, unfortunately, no longer enjoyed the
contractual right to remain
in occupation of the property. This
finding disposes of the defence of lawful occupation. Having come to
that conclusion, the next
question to determine is whether it is just
and equitable to grant an eviction order.
Just and Equitable
order
[42]
In terms of s 4(7) of the PIE Act, a court
may grant an eviction order:
‘
if
it is of the opinion that it is just and equitable to do so
,
after considering all the relevant circumstances, including, except
where the land is sold in a sale of execution pursuant to
a mortgage,
whether land has been made available or
can reasonably be made available
by
municipality or other organ of state
or
another land owner for the relocation of the unlawful occupier
,
and including the rights and needs of
the elderly,
children, disabled persons
and households headed by women.’ (Emphasis added.)
[43]
Mr and Mrs du Plessis are an elderly
couple. Mr du Plessis is an octogenarian who is sickly. He was
diagnosed with a hospital bacterium
in 2007, following which he
underwent numerous medical procedures. In 2015 he was diagnosed with
cancer and his health has since
deteriorated. Given his ill-health,
he had to retire from practise at the age of 67 due to the stress
associated with it. His poor
state of health requires continuous
care, including intensive medical care. Recently, it has been
indicated that Mrs du Plessis
is also of poor health, although the
nature of her illness has not been specified. It is also alleged that
the couple’s financial
position has deteriorated since Mr de
Kock discontinued all the payments in 2019.
[44]
Mr and Mrs du Plessis also allege that
eviction would leave them without a home, or the means to buy a home,
or to finance its purchase,
while Mr de Kock would have had five
years free credit with the bonus of evicting his parents-in-law. They
allege that they trusted
Mr de Kock as family and had it not been for
that reason, Mrs du Plessis would have sold the property in a normal
sale and invested
the money for hers and Mr du Plessis’
benefit. She would not have loaned the money to anyone. The loan made
them dependent
on Mr de Kock as they used the repayments to finance
their expenses.
[45]
This is an unfortunate case involving
people who once regarded each other as family and enjoyed a loving
relationship. The arrangement
they made is evidence of that. The
reality however is that Mrs du Plessis sold the property and Mr
de Kock is the owner. She
cancelled the agreement as indicated above
and can no longer enforce the alleged right to occupation on the
basis of the agreement.
[46]
Mr de Kock alleges that he still owed ABSA
Bank R3 100 000 for the property. He pays regular monthly
instalments of R32 403.34
to service the loan by ABSA Bank. He
is desirous of realising his investment in the property by selling
it. He made various offers
to settle the matter including paying for
alternative accommodation. His counsel advised the Court that some of
these offers still
stand. Since the offers made, were contained in
different parts of Mr de Kock’s papers, the Court requested
that a consolidated
document be filed detailing the terms of the
offer.
[47]
On 16 May 2024, Mr de Kock filed a ‘with
prejudice’ offer to settle, comprising two alternative parts
‘with the
view to satisfying [this Court] that it is just and
equitable . . . to evict [Mr and Mrs du Plessis]’. Mr and Mrs
du Plessis
responded to these with a counteroffer.
[48]
From the two alternative offers made by Mr
de Kock, one that appears relevant to the just and equitable enquiry
is the second alternative
offer. In it, Mr de Kock offers to ‘hire
a residential unit at a retirement home, which provides frail-care
facilities and/or
otherwise provides and/or contracts in medical
services for ailing residents, for occupation by [Mr and Mrs du
Plessis] at R20 000
per month, plus additional costs levied for
medical treatment or frail care’.
[49]
In their counteroffer, Mr and Mrs du
Plessis state that any resolution of the dispute should involve a
clean break and absent any
continued connection or interdependence
between the parties. They submit that it would be just and equitable
for them to be paid
R1 897 935 to secure alternative housing and
care. They and the other people that claim occupation through them
would vacate
no later than six months of the order of this Court.
They however state that Mr de Kock should pay all the expenses,
charges, levies,
water and taxes.
[50]
The
parties did not settle the matter. The court cannot force a contract
on the parties. Fundamentally, no duty rests on Mr de Kock
as a
private land owner to provide alternative accommodation to Mr and Mrs
du Plessis. In
Grobler
v Phillips and Others
,
[8]
the Constitutional Court emphasised that in determining what is just
and equitable, the rights of both parties must be balanced
and
‘compromises have to be made by both parties’.
[9]
Mr de Kock is the owner of the property, which is mortgaged, and he
continues to make loan repayments to ABSA Bank. He is trying
to sell
the property but cannot do so with Mr and Mrs du Plessis in
occupation. He has offered to pay for alternative accommodation
and
any additional costs levied for frail or medical care. The tender
will be made an order of court to the extent that is just
and
equitable.
[51]
Mr de Kock also offered to pay for the
relocation costs. It is important to note that Mr and Mrs du Plessis
will not be rendered
homeless should an order granting their eviction
be made. Taking into account and balancing the interests of all the
parties, an
eviction order will be just and equitable.
[52]
As to the eviction date, while the parties
have given their own preferences based on their offer and
counteroffer, the court retains
the discretion, weighing all the
circumstances. A period of three months is reasonable, in my view. It
will provide Mr and Mrs
du Plessis with an opportunity to select a
unit at a retirement home which provides frail care facilities, they
so prefer or from
the list provided by Mr de Kock, subject to the
amount offered by Mr de Kock’s for payment of the unit. Given
the circumstances
of this case and these being eviction proceedings,
it seems unjust to award costs against Mr and Mrs du Plessis.
[53]
The following order is, accordingly, made:
1
The appeal is upheld.
2
The order of the full court is set aside and replaced with the
following:
‘
1.
The appeal is upheld.
2.
The order of the court of first instance under case number 6374/2020
is set aside and replaced
with the following order:
‘
1.
The applicant’s supplementary replying affidavit is admitted.
2.
The first and second respondents (respondents) and all those claiming
occupation through and under them
are evicted from erf 4[…],
Wellington, with street address 9 M[…] Street, Wellington (the
property), subject to the
conditions set out below.
2.1 The
applicant shall lease a residential unit at a retirement home, which
provides frail-care facilities and/or otherwise
provides and/or
contracts in medical services for ailing residents, for occupation by
the respondents (a unit).
2.2 The
monthly rental of the unit shall not exceed R20 000 per month,
exclusive of any additional costs levied by the
retirement home in
respect of frail care or medical treatment actually afforded to the
second respondent, which are not included
in the monthly rental of
the unit and which are not covered by the existing medical aid
scheme(s) of the respondents, provided
that:
(a) The
applicant shall pay such additional costs which are not so included
or covered.
(b) If the
respondents select a unit which exceeds R20 000 per month in rental,
they shall reimburse the applicant any
amount exceeding R20 000,
immediately upon the applicant’s written demand.
2.3 The
respondents shall within 30 calendar days of this order select a unit
which is available to be occupied by them
on or before the date on
which they are obliged to vacate the property for a monthly rental
not exceeding R20 000 and notify the
applicant of its particulars,
whereupon the applicant shall lease that unit for residential
occupation by the respondents: Provided
that in the event that the
respondents fail to select a unit as contemplated above and/or inform
the applicant, the applicant may
either:
2.3.1 pay an amount of
R20 000 per month to the respondents, jointly and severally, as a
contribution to such residential accommodation
as they may wish
themselves to hire, which payments shall be a complete discharge of
the applicant’s obligations to the respondents;
or
2.3.2 call upon the
respondents within 10 calendar days thereafter, to rank the
retirement homes mentioned below, in descending
order of their
preference:
(a)
Huis Vergenoeg (in Main Road, Paarl);
(b)
Rusthof Old Age Home (in Klein Nederburg Street, Paarl);
(c)
Huis Perelberg (in Botha Street, Paarl);
(d)
Rusoord Old Age Home (in Divine Street, Paarl);
(e)
Sherwood Nursing Home (in Kenilworth, Cape Town);
(f)
Libertas Retirement Home (in Goodwood, Cape Town);
(g)
Oasis Retirement Home (in Century City, Cape Town);
(h)
Pineland Place (in Pinelands, Cape Town);
(i)
Trianon Care Centre (in Plumstead, Cape Town);
(j)
Eureka Retirement Village (in Oakdale, Cape Town);
(k) La
Recolte Retirement Village (in Richworth, Cape Town);
(l)
De Plattekloof Lifestyle Estate (in Plattekloof, Cape Town).
2.4 In the
event the applicant selects the option in 2.3.2 above, he shall lease
an available unit not exceeding R20 000
per month at the
highest-ranking retirement home in the above list for occupation by
the respondents on or before the date of which
the respondents are
obliged to vacate the property.
2.5 The
respondents and all those claiming occupation through and under them
shall vacate the property by no later than
90 calendar days of this
court’s order.
2.6 In the
event that the respondents and all those claiming occupation through
and under them fail to vacate the property
on the date appointed in
the preceding paragraph or to which that date has been postponed by
the applicant, the sheriff with jurisdiction
or his/her lawful deputy
is authorised and directed to carry out the eviction on the court day
immediately following the date to
vacate the property or the
postponement date by the applicant.
2.7 The
respondents shall in good faith give all reasonable cooperation to
the applicant in securing a unit for residential
occupation by them,
including, without limitation, attending any interviews appointed for
them at retirement homes.
2.8 In the
event that a unit has been secured for residential occupation by the
respondents and it is for any reason
not reasonably practicable for
the respondents to occupy that unit on the date on which they are
obliged to vacate the property,
the applicant may by written notice
postpone the date on which the respondents are obliged to vacate the
property, to a specified
or determinable later date, without further
legal process. Such a notice shall be
prima facie
proof that
the specified or determinable later date has been appointed by the
applicant.
2.9 In the
event that the respondents should wish to store any of their
household furniture and effects upon vacating
the property, the
applicant shall pay the reasonable cost of such storage for a period
of two months, reckoned from the date on
which the respondents are
obliged to vacate the property or from the specified or determinable
later date to which the applicant
has postponed the date on which the
respondents are obliged to vacate the property.
2.10 All communications
which may be necessary between the parties shall be effected by email
exchange between themselves or their
legal representatives, as the
case may be, which emails shall be deemed to have been received at
08:00 on the Court day following
the day on which they were
dispatched.
2.11 These obligations on
the applicant shall be effective and enforceable for a period of one
year from the date of this order.
3.
There is no order as to costs’.
__________________________
N P MABINDLA-BOQWANA
JUDGE
OF APPEAL
Appearances
For appellant: S P
Rosenberg SC with T Tyler
Instructed by: Snijmann
& Associates Inc, Cape Town
Honey Attorneys,
Bloemfontein
For
first and second respondents: R W
F MacWilliam SC with A J van Aswegen
(
heads
of argument prepared by G Walters and A J van Aswegen)
Instructed by: Spamer
Triebel Inc, Bellville
Symington
De Kok Inc, Bloemfontein.
[1]
As
formulated in
Plascon-Evans
Paints (Pty) Ltd v Van Riebeeck Paints
[1984] ZASCA 51
;
1984
(3) SA 623
(A) at 634-635.
The
rule is to the effect that where there are disputes of fact, the
matter must be decided on the respondent’s version
unless it
is so far-fetched or uncreditworthy that it can be rejected out of
hand.
[2]
Van
Loggerenberg
Erasmus
Superior Court Practice
(2d ed 2022), Vol 2, D1-68.
[3]
Dickinson
v South African General Electric Co (Pty) Ltd
1973
(2) 620 (A) at 628F-G.
[4]
Thomas
v Henry and Another
1985
(3) SA 889
(A) at 896A.
[5]
Spheris
v Flamingo Sweet (Pty) Ltd and Another
[2008]
1 All SA 304
(W) at 309
.
[6]
Thomas
fn
4 at 896D-E.
[7]
Primat
Construction CC v Nelson Mandela Bay Municipality
[2017] ZASCA 73
;
2017
(5) SA 420
(SCA) para 25.
[8]
Grobler
v Phillips and Others
[2022]
ZACC 32; 2023 (1) SA 321 (CC); 2024 (1) BCLR 115 (CC).
[9]
Ibid
para 40. See also para 44.
sino noindex
make_database footer start
Similar Cases
Snyman v De Kooker N O and Others (400/2023) [2024] ZASCA 119; [2024] 4 All SA 47 (SCA); 2024 (6) SA 136 (SCA) (2 August 2024)
[2024] ZASCA 119Supreme Court of Appeal of South Africa99% similar
Du Plessis v Majiedt N.O and Others (841/2023) [2025] ZASCA 4; [2025] 2 All SA 16 (SCA); 2025 (4) SA 74 (SCA) (28 January 2025)
[2025] ZASCA 4Supreme Court of Appeal of South Africa99% similar
Scholtz and Another v De Kock NO and Others (312/2023) [2024] ZASCA 132 (2 October 2024)
[2024] ZASCA 132Supreme Court of Appeal of South Africa99% similar
KSL v AL (356/2023) [2024] ZASCA 96; 2024 (6) SA 410 (SCA) (13 June 2024)
[2024] ZASCA 96Supreme Court of Appeal of South Africa98% similar
De Klerk v S (718/2022) [2023] ZASCA 172 (5 December 2023)
[2023] ZASCA 172Supreme Court of Appeal of South Africa98% similar