Case Law[2024] ZAGPJHC 34South Africa
Mogale and Another v Thela and Another (19110 / 2021) [2024] ZAGPJHC 34 (17 January 2024)
High Court of South Africa (Gauteng Division, Johannesburg)
17 January 2024
Headnotes
in the circumstances an independent third party would be the best persons to serve the estate.
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## Mogale and Another v Thela and Another (19110 / 2021) [2024] ZAGPJHC 34 (17 January 2024)
Mogale and Another v Thela and Another (19110 / 2021) [2024] ZAGPJHC 34 (17 January 2024)
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sino date 17 January 2024
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IN THE HIGH COURT
OF SOUTH AFRICA
GAUTENG LOCAL
DIVISION, JOHANNESBURG
Case
No. 19110 / 2021
(1)
REPORTABLE:
NO
(2)
OF INTEREST TO OTHER JUDGES:
NO
(3)
REVISED:
Date:
17/01/2024
Signature:
In
the matter between:
NYIKO
INNOCENTIA MOGALE
(identity
number 8[...] )
1
st
Applicant
GRACE
NCANE THUKETANA
(Identity
number 5[...]
2
nd
Applicant
and
ALICE
SDUDLA THELA
(Identity
number 5[...] )
1
st
Respondent
MASTER
OF THE HIGH COURT
JOHANNESBURG
2
nd
Respondent
IN
RE:
ESTATE
LATE HAMBUKA THEODORE THUKETANA, Masters Ref: 2501/2019
JUDGMENT
MAHOMED
AJ
1.
The
applicants are beneficiaries in the Estate Late HT Thuketana, they
are the wife and daughter of the late Mr Thuketana.
The
deceased died in February 2017 and the finalisation of his estate is
still pending. The second respondent issued
letters of
executorship, and appointed the first respondent as executor, who has
done nothing since her appointment, she
is allegedly the
customary law wife of the deceased. Four years have passed, and the
applicants have no information as to the nature
and extent of the
estate. The application is brought in terms of sections
54(1)(a)(ii) and (1)(a)(v) of the Administration
of Estates Act
[1]
,
(“the Act”) to remove the First respondent, from her
position as executor and several other orders are sought.
# The Submissions
The Submissions
2.
Ms R Isat, the attorney for the applicants
referred the court to an
offer of settlement made by the first respondent’s attorney
however the applicants were only in
partial agreement and therefor
her instructions were to proceed for the remainder of the orders
sought.
3.
The main issue between the parties relates
to the removal of the
first respondent as executrix. It is disputed that she is the
customary law wife of the deceased, she ought
not to have been
appointed executor and the applicants allege she has sought to obtain
an advance of R15 000 from the deceased
estate. It is
contended that that she failed to perform her duties as executrix
since appointment and that she is not entitled
to benefit from the
estate.
4.
Kemack SC, appeared as pro bono counsel
for the 1
st
respondent and conceded that the first respondent has failed to
attend to the administration of the estate over the past years
and
conceded that it is sufficient grounds for her removal.
Counsel contended that the 1
st
respondent acted on poor
advise of her erstwhile attorney, and submitted there were no further
submissions in that regard, however
it is denied that the first
respondent is mala fides in her failure to act or in any other way.
It was submitted that this
court cannot determine those allegations
in motion proceedings. Therefore, the removal of the first
respondent as executor
is no longer in dispute and prayer 2 falls
away.
5.
Ms Isat submitted that a valid will is in
place, and that the first
applicant; the deceased’s daughter is a beneficiary and
is an appropriate person for appointment
as executor. There is
no evidence before this court of her incompetence, unreliability or
on her credibility to disqualify
her, she has the necessary ability
and an interest in the finalisation of this estate. She is a
beneficiary together with
her mother the second applicant and will
oversee her mother’s best interests in that regard. It was
submitted that the will
directs how the estate must devolve, the
first applicant has only to understand her duties on appointment and
can execute her duties
on further direction from the Master’s
office. The is pending for 6 years, and the Masters
office has been of
no assistance with their requests for an
investigation into the complaints they raised against the first
respondent. Ms Isat
argued that there is nothing contentious in
prayer 5, the applicants merely suggest to the Master that the
first applicant
is a worthy substitute for consideration by the
Master and if she is successful, the Master must be ordered to issue
the letters
of executorship and appoint her within 10 days of
approval.
6.
Kemack SC
contended that there is animosity between the parties and there are
two factions, it would be appropriate to appoint an
independent third
party to administer the estate to avoid any prejudice to the first
respondent and ensure a smooth process to
finalisation. Counsel
referred the court to the decision in Reichman v Reichman
[2]
where the court noted the disputes raised by attorneys, that
decisions were to be taken on whether the litigation was to continue
in the matter, and the court held that in the circumstances an
independent third party would be the best persons to serve the
estate.
7.
In reply, Ms Isat persisted with the suggested
appointment of the
first applicant as executor. She submitted that the first applicant
is a beneficiary, it is in her interest
to ensure that the
administration progresses, and nothing prevents her from doing so.
There was a delay for six years, as
the matter was initially with Old
Mutual, which entity denounced its executorship, then followed the
first respondent’s attorney’s
firm, whose brief she
terminated, after the attorney refused to advance loans to her, and
her total disregard and neglect for her
fiduciary duties as executor,
further delayed matters whilst the beneficiaries in the estate
continued to suffer serious prejudice.
The applicants were
forced to rely on others and to date nothing has been done in the
finalisation of the estate. Ms Isat
submitted that the
applicants harbour no animosity and appreciate that if the
first respondent has a valid claim against
the estate it will have to
be considered.
8.
Mr Kemack contended that it is fair if each
party must pay their own
costs, the applicants ought not to have launched this application,
they could have approached the office
of the Master with their
concerns for the delays and the first respondent’s neglect of
duties, in terms of the Act.
The evidence that the applicant
has approached he Master and that the Office has not responded to
their demand for an investigation
since 2021.
# JUDGMENT
JUDGMENT
## The Law
The Law
9.
Section 54 (1) (a) (i to v) provides for a
court’s removal from
office of an executor on various grounds.
10.
Counsel conceded that the first respondent has not done anything
in
the administration and that her removal is justified, in the
circumstances.
11.
I noted Kemack SC’s submissions regarding the appointment
of an
independent person in the light of the alleged fractious environment
that parties find themselves in, however I am not persuaded
that an
independent person would necessarily address the applicant’s
complaints of the long delay in the finalisation of
this estate and
the inevitable prejudice they suffer.
12.
There are reports that the office of the Master is in an “intensive
care unit,” in regard to operations and management.
Any progress in the estate is going to need more than letter
writing
and telephonic contact. In my view it will require a more
robust approach to get the estate back on track toward
finalisation,
such as consultations, timelines, and monitoring. The first
applicant has an interest in moving things along
and in my view, she
will adopt that robust approach to ensuring that she and her mother
the only beneficiaries according to the
deceased’s will, are
fully informed on the nature and extent of the estate and its
realisation.
13.
I agree with Ms Isat that should the first respondent have
a valid
claim, she has a remedy and can submit her claim at the appropriate
stage of the administration process. The applicants
on the
other hand, have explored their options when they sought the
assistance of the Old Mutual, the Master, awaited some action
on the
part of the appointed executor, the first respondent, and nothing was
achieved.
14.
The nature and extent of the estate is irrelevant, every deceased
estate evokes emotions, and all beneficiaries are entitled to
transparency and full disclosure in the process of administration.
The applicants in casu allude to problems of distrust and
mismanagement, they must be assisted now to take over full control
and
management of the deceased’s estate to realise all that may
belong to them.
# COSTS
COSTS
15.
The applicants pray for costs in the event of opposition, Mr
Kemack
argued that the applicants ought to have approached the Master’s
Office with their complaint rather than have launched
this
application. As mentioned earlier, the applicants have had no
assistance from that office. Mr Kemack correctly
proffered that
neither party can be blamed in that regard.
16.
In
PUBLIC
PROTECTOR v SOUTH AFRICAN RESERVE BANK
,
[3]
the court referred to the principles espoused by Innes CJ:
“
cost
on an attorney client scale are awarded when a court wishes to mark
its displeasure of the conduct of the litigant. Attorney
client
costs have been awarded for fraudulent, dishonest or mala fides (bad
faith) conduct, and conduct that amounts to an abuse
of process of
court.”
17.
Having regard to the conspectus of the evidence and that she
knew all
along she had failed in her fiduciary duties to the estate, she ought
not to have opposed this application, given that
the main issue was
her removal as executor. In opposing this application, she has
drawn the applicants into litigation, where
they are to pay opposed
costs to their attorney. This court views her behaviour
in serious light.
18.
Her
reliance on the defence of “poor legal advice” cannot
assist the first respondent, albeit in the context of an application
for condonation, see
SALOOJEE
AND ANOTHER NNO v MINISTER OF COMMUNITY DEVELOPMENT
,
[4]
Innes CJ stated, “
if
he relies on upon the ineptitude or remissness of this attorney, he
should at least explain that none of it is to be imputed
to himself.”
The first respondent has known of her neglect of the estate all
along, she failed to raise any cogent or worthy opposition in the
matter timeously, when she could have. It is fair that she must
pay the applicant’s costs.
I
make the following order:
1.
The first respondent is removed as Executrix
of the Estate Late
Hambuka Theodore Thuketana under Master’s Reference 2501/2019,
on date of this order.
2.
The letters of executorship issued by the
second respondent in favour
of the first respondent in the Estate is to be cancelled.
3.
The second respondent is ordered to in terms
of section 54(5) of the
Act return the letters of authority issued to her, within 5 days of
this order.
4.
The second respondent, the Master of the High
Court, Johannesburg, is
ordered to consider the First Respondent, Nyiko Innocentia Mogale,
identity number 8[...] ) for appointment
as Executor, and within 10
days of this order to appoint an Executor for the Estate.
5.
The first respondent is to pay the applicants
party and party costs.
MAHOMED
AJ
Acting
Judge of the High Court
This
judgment was prepared and authored by Acting Judge Mahomed. It is
handed down electronically by circulation to the parties
or their
legal representatives by email and by uploading it to the electronic
file of this matter on Caselines. The date
for hand-down is
deemed to be 17 January 2024.
Date
of Hearing: 29 November 2023
Date
of Judgment: 17 January 2024
Appearances:
For Applicant:
Ms R Isat
Instructed by :
Paizes Attorneys
Email:
yulie@paizesattorneys.co.za
For First
Respondent:
A Kemack SC, with
him M Clark
Instructed by:
Christodoulou &
Mavrikis Inc
Email
alex@cm-attorneys.com
[1]
Act 66 of 1965
[2]
2012 (4) SA 432
(GSJ) at para 20
[3]
[2019] SACC 29 at 82 para 223
[4]
1965 (2)SA 135 A p142
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