Case Law[2024] ZAGPJHC 326South Africa
Gasa N.O v Master of the High Court, Johannesburg and Others (22/3185) [2024] ZAGPJHC 326 (28 March 2024)
High Court of South Africa (Gauteng Division, Johannesburg)
28 March 2024
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## Gasa N.O v Master of the High Court, Johannesburg and Others (22/3185) [2024] ZAGPJHC 326 (28 March 2024)
Gasa N.O v Master of the High Court, Johannesburg and Others (22/3185) [2024] ZAGPJHC 326 (28 March 2024)
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sino date 28 March 2024
IN THE HIGH COURT OF
SOUTH AFRICA
GAUTENG
DIVISION, JOHANNESBURG
CASE
NO: 22/3185
In the matter between:
MILDRED THOBISILE GASA
N.O.
Applicant
and
MASTER OF THE HIGH
COURT, JOHANNESBURG First Respondent
PHELISA LYNETTE
MBANJWA N.O.
Second Respondent
MINISTER OF JUSTICE
AND CORRECTIONAL
SERVICES
Third Respondent
JUDGMENT
FRANCIS J
1.
The applicant Mildred Thobisile Gasa who is the executrix of the
estate of late
Sindile Ayanda Dladla (Sindile) brought an application
for the following relief:
1.1
That Sindile be regarded as the permanent
surviving life partner of Ndumiso Sizo Mthembeni Mbanjwa (Ndumiso) in
terms of section
1 of the Intestate Succession Act 81 of 1987 (the
Act);
1.2
The estate of Sindile be permitted to claim inheritance in terms of
section 1(1) of the
Act despite Ndumiso having a subsisting marriage
with Phelisa Lynette Mbanjwa at the time of his death;
1.3
Sindile’s estate be permitted to claim a child share portion in
the estate, or an
appropriate share as determined by this Court,
given that Ndumiso had a subsisting marriage with Phelisa at the time
of his death;
1.4
That the first respondent (Master of the High Court, Johannesburg) is
authorised to accept
the claim of Sindile’s estate;
1.5
That the costs of this application be borne by the applicant
alternatively by the respondents
should they oppose the application.
2.
The application was opposed by the second respondent, Phelisa Lynette
Mbanjwa
N.O. who is cited in her official capacity as the executrix
of the estate of the late Ndumiso with reference number 013235/2021,
on the grounds that by virtue of her civil union marital relationship
between herself and the late Ndumiso, there are no grounds
to declare
Sindile the surviving spouse or life partner. Further that
there is no life or permanent partnership that could
have existed
between her Civil Union spouse, the late Ndumiso and the late
Sindile. She sought an order dismissing the application
with
costs.
3.
The first respondent who is the Master of the High Court in
Johannesburg who
oversees the administration of the deceased estates
and the estate of Ndumiso which is administered under reference
number 013235/2021,
did not oppose the application. The third
respondent who is the Minister of Justice and Correctional Service
also did not oppose
the application.
4.
The issue before this court is whether Sindile and Ndumiso lived
together as
lovers, and if their relationship qualified as life
partners and whether the estate of Sindile is entitled to have a
claim from
the estate of Ndumiso in terms of section 1 of the Act
since Ndumiso died without a will and had been married to the second
respondent
at the time of his death. Since the second
respondent was married to Ndumiso in community of property she is
entitled to
half of his share by virtue of their marriage.
5.
It is trite that the key factors that a court must take into account
when determining
the existence of a life partnership are the
following:
5.1
Partners express life commitments to each other;
5.2
The commitments, if any, made regarding maintenance and the partner’s
stake or entitlements
in each other’s property?
5.3
The fact or presumption of the existence of a permanent life
partnership as a consequence
of the partners having been together for
some time;
5.4
Whether there is a prescribed or acceptable age requirement?
5.5
Is a ceremony, attended by relations and friends, required or merely
advisable?
5.6
Is there a written partnership agreement that outlines its terms,
necessary or merely recommended?
5.7
In the absence of a written agreement and a ceremony, how is the
evidential material concerning
a permanent life partnership to be
gathered and approached? Will the word of one in the absence or
death of the other suffice?
6.
It is common cause that the second respondent and Ndumiso were
married to each
other in community of property on 27 June 2003.
That marriage was concluded in terms of the Civil Union Act 17 of
2006 (Civil
Union Act) as amended. Three minor children were
born out of their relationship and they are still alive. The
marital
relationship between the second respondent and Ndumiso lasted
until Ndumiso’s death namely 5 May 2021. Sindile passed
away on 22 May 2021.
7.
The applicant’s case is simply that the estate of Sindile
should be permitted
to inherit in terms of section 1(1) of the Act
from the estate of Ndumiso. This is so because Sindile’s
permanent life
partnership with Ndumiso was akin to a marriage and
they had reciprocal duties of support towards each other. She
had met
Ndumiso during February 2010 and one child was born on 16
July 2016. Sindile therefore qualifies as Ndumiso’s
permanent
life partner and enjoys the same benefits under section
1(1) of the Act. She is seeking an order confirming that
Sindile’s
relationship with Ndumiso prior to his death being
one of a permanent life partnership. Her estate should be
allowed to claim
a child’s share portion of the estate, or an
appropriate share as determined by this court, given that Ndumiso had
a subsisting
marriage with the second respondent at the time of his
death.
8.
It is the applicant’s case that Sindile should be regarded as
the permanent
surviving life partner of Ndumiso in terms of section
1(1) of the Act despite Ndumiso being married to the second
respondent at
the time of his death. The second respondent
denied this and contended that Ndumiso was married to her and that
whoever had
stayed with him as his wife was in an adulterous
relationship with him. She denied that she was no longer
residing with Ndumiso
and were not on speaking terms and not involved
in a loving marital relationship prior to his date of death.
She denied that
Sindile had a personal relationship with Ndumiso to
the extent that she would know the desires of his heart.
9.
The second respondent however admitted that she and Ndumiso were no
longer staying
together. She admitted that Ndumiso and Sindile
had one child who was born on 16 July 2016 but denied that it was a
permanent
life partnership and involved reciprocal duties of support
towards one another, they both took care of each other including
their
minor child as couples do in a marital relationship during the
existence of their life partnership and lived together until his
death.
10.
There is no real dispute that on 16 June 2017 Ndumiso and Sindile
celebrated their white
wedding. They had attempted to
register their marriage at Home Affairs in Pietermaritzburg but were
advised that they
could not register their marriage due to the fact
that Ndumiso’s marriage was still in existence with the second
respondent.
11.
It is further common cause that despite the rejection of Home Affairs
to register their
marriage, Ndumiso and Sindile remained committed to
their relationship and resided together to such an extent that family
members,
friends and Ndumiso’s work colleagues considered them
to be a married couple. Where Ndumiso was employed, his
colleagues
knew Sindile as his wife. When he became terminally
ill and was diagnosed with diabetes, Ndumiso’s employers booked
a flight ticket for Sindile to go and see him in Switzerland.
They remained together even until Ndumiso’s death and
Sindile
took great care of him whilst he was on his death bed.
12.
When Ndumiso passed away he had no will and his estate will be
distributed in terms of the
intestate succession laws. He is
survived by the second respondent, his three minor children that he
had with the second
respondent and his one minor child he had with
Sindile who currently resides with the applicant.
13.
The applicant relies on the decisions of
National Coalition for
Gay and Lesbian Equality v Minister of Home Affairs
2000 (2) SA 1
(CC) and
Bwanya v Master of the High Court, Cape Town and Others
[2021] ZACC 51
in support of the proposition that Sindile is
entitled to a child share since she was involved in a life
partnership with Ndumiso.
14.
The Constitutional Court in the
Bwanya
matter held that
section 1(1) of the Act was unconstitutional and invalid insofar as
it excludes the surviving life partner in a
permanent opposite-sex
life partnership from inheriting in terms of the Act and that the
word spouse includes a partner in a permanent
opposite-sex life
partnership in which the partners had undertaken reciprocal duties of
support. A surviving life partner
in a permanent opposite-sex
life partnership can inherit or claim maintenance if the partners
undertook reciprocal duties of support
to each other in terms of the
Maintenance of Surviving Spouse Act and
Intestate Succession Act.
15.
In
the
Bwanya
matter the applicant and the deceased lived
together in a committed romantic relationship. Two months
before they were to
commence lobola negotiations the deceased passed
away. The deceased died testate having nominated his mother as
the only
heir to his estate. His mother however had predeceased
him. The applicant lodged two claims in terms of the
Administration
of Estates Act against the deceased’s estate.
One claim founded on the
Intestate Succession Act, was
for
inheritance. The other pegged on the Maintenance of Surviving
Spouses Act, was for maintenance. The basis of the
claims was
that the deceased was her life partner; they had been living together
in a permanent, stable and intimate relationship;
they were engaged
to be married; their partnership was analogous to, or had most of the
characteristics of a marriage: the deceased
supported her
financially, emotionally and introduced her to friends as his wife;
they had undertaken reciprocal duties of support;
and were to start a
family together. The executor of the deceased estate rejected
both claims on the basis that the
Intestate Succession Act and
Maintenance of Surviving Spouses Act conferred benefits only on
married couples, not partners in life partnerships.
The
majority judgment stressed that permanent life partnerships are a
legitimate family structure and are deserving of respect
and, given
recent developments of the common law, entitled to legal protection.
The court held that the definition of survivor
in section 1 of the
Maintenance of Surviving Spouses Act is unconstitutional and invalid
insofar as it omits the words and includes
the surviving partner of a
permanent life partnership terminated by the death of one partner in
which the partners undertook reciprocal
duties of support and in
circumstances where the surviving partner has not received an
equitable share in the deceased’s
partner’s estate.
The court ordered that these words be read into the definition.
Spouse and marriage are also
declared to include a person in a
permanent life partnership. The declaration of invalidity was
suspended for 18 months to
afford Parliament an opportunity to cure
the constitutional defect.
16.
The applicant contended that Sindile was not only Ndumiso’s
permanent life partner,
but she was considered as Ndumiso’s
wife. In line with the Constitutional Court judgment in
Bwanya
,
her relationship with Ndumiso qualifies as a permanent life
partnership despite Ndumiso being married at the time of his death.
17.
The applicant further contended that in terms of
Bwanya
it was
held that the exclusion of surviving permanent opposite-sex life
partners from enjoying benefits under section 1(1) of the
Act amounts
to unfair discrimination and is invalid. The court considered
it appropriate to refer the matter to Parliament
for it to consider
passing legislation to address the affairs of the permanent life
partnerships which involves more than 3.2 million
South Africans.
18.
The applicant contended further that Sindile was the surviving
permanent life partner of
Ndumiso and requested the court to grant
the order permitting Sindile’s estate to enjoy the benefits
afforded under section
1(1) of the Act as a permanent life partner of
Ndumiso.
19.
The applicant contended that since Ndumiso was married at the time of
his death and survived
by the second respondent, a spouse as defined
in section 1(1) of the Act, is entitled to claim their inheritance in
addition to
her half share of the estate as per their marital
regime.
20.
The application was opposed by the second respondent who is the wife
of Ndumiso. She
said that the applicant does not state under
what category Sindile falls under section 1(1) of the Act which is
the category that
would allow her to inherit intestate under the
Act. Ndumiso was married to her on 27 June 2003 and their
marriage subsisted
until the time of his death. Whoever stayed
with her husband as his wife during the subsistence of their marriage
was in
an adulterous relationship with him. The applicant was
therefore in an adulterous relationship with her late husband the
whole time that he stayed with her husband as his wife during the
subsistence of their marriage.
21.
The second respondent stated that the marriage between herself and
Ndumiso was a civil union
concluded in terms of the
Civil Union Act
as
amended. Section 2 of the Act defines a civil marriage as a
voluntary union between two people, to the exclusion of all others
whilst it lasts. As indicated by the applicant that the
marriage between the second respondent and Ndumiso subsisted until
the passing away of Ndumiso, their marriage was to the exclusion of
Sindile as seen from the marriage certificate.
22.
The applicant is not challenging the second respondent’s
marital status or benefits
under section 1(1) of the Act. The
applicant requested that since the benefits of life partners under
section 1(1) of the
Act are yet to be determined by Parliament,
Sindile’s estate be permitted to claim for an appropriate share
to be determined
by this Court or a child share.
23.
The facts in the aforesaid judgments that the applicant is relying on
are completely different
to the present facts since Ndumiso was still
married at the time of his death and was also advised that he could
not register his
“white wedding” with Sindile since he
was still married and he took no steps to apply for a decree of
divorce.
24.
I also need to indicate that this matter does not involve a case
where it is contended that
section 1(1) of the Act is discriminatory
in that it does not recognise the life partnership arrangement
between two parties.
It also does not involve a matter of
discrimination based on gender or sexual orientation. It
involves a matter where Ndumiso
and Sindile were informed by Home
Affairs that they could not get married to each other due to the fact
that they were still involved
in a Civil Union. The simple
solution that they faced was for Ndumiso to have instituted divorce
proceedings. The applicant
is now seeking to get the relief
that it would have obtained if the divorce was instituted or in terms
of the
Recognition of Customary Marriages Act 120 of 1998
which
however would not be applicable bearing in mind that the relationship
arose after the aforesaid Act had already been promulgated.
The
applicant is seeking to rely on the aforesaid Act through the back
door.
25.
Section 1 of the Act provides
inter alia
that:
“
If
after the commencement of this Act a person (hereafter referred to as
“the deceased”), dies intestate succession,
either wholly
or in part, and –
(a)
is survived by a spouse, but not by
a descendant, such spouse shall inherit the intestate estate;
(b)
is survived by a descendant, but not
a spouse, such descendant shall inherit the intestate estate;
(c)
is survived by a spouse as well as a
descendant –
(i)
such spouse shall inherit a child’s
share of the intestate estate or so
much of the intestate
estate as does not exceed in value an amount fixed from time to time
by the Minister of Justice by notice
in the Gazette, whichever is the
greater; and
(ii)
such descendant shall inherit the
residue (if any) of the intestate
estate.”
26.
Section 1(1) of the Act is quite clear and it refers to a spouse and
what the spouse would
be entitled to. It is clear from the
provisions of section 1(1)(c) of the Act that a surviving spouse of a
deceased person
who died intestate succession would be entitled to a
child’s share of the deceased estate. It does not deal with a
life partnership.
The applicant did not bring an application to
challenge the constitutionality of the aforesaid section. She
wants this court
to read into the Act words that are not there.
The decisions that she relied on does not support her and those
decisions
were based on the specific facts that were placed before
those courts. In none of those cases was it an issue of a
spouse
like in the present case. Ndumiso and Sindile had
remedies available to them. As stated earlier he could have
applied
to court for a decree of divorce but did not do so. He
was advised that he could not get married to Sindile whilst he was
still married in terms of the
Civil Union Act. He
did nothing
about it.
27.
The wording of section 1(1) of the Act is clear. This matter
does not involve a person
who had more than one customary wives who
would be entitled to a child’s share in the event of the death
of her husband.
It also does not involve same sex relationship
but whether a girlfriend would be entitled to a child’s share
since she is
a spouse. The Act does not recognise a life
partner but refers specifically to spouse or a descendant.
28.
Section 3
of the
Civil Union Act provides
that a person who is
married under the Marriage Act or the Customary Marriage Act may not
register a civil union.
29.
Section 8
of the
Civil Union Act
inter
alia states that a
person may only be a spouse or partner in one marriage or civil
partnership as the case may be at any given time.
It prohibits
such a person to conclude a marriage under the Marriage Act or
Customary Marriages Act. In terms of
section 8
of the
Civil Union Act Ndumiso
could only be involved in one marriage or
civil partnership and not both in one marriage and one civil
partnership. When he entered
into his partnership arrangement with
Sindile he had acted against the provisions of
section 8
of the
Civil
Union Act. There
is no challenge brought to declare the
provisions of
section 8
of the
Civil Union Act as
unconstitutional.
30.
It is clear from the facts that Sindile and Ndumiso were involved in
a life partnership
arrangement which offended the provisions of
section 8
of the
Civil Union Act.
>
31.
There is no dispute that four of the minor children of Ndumiso do
have the right to inherit
from the estate of Ndumiso in terms of
section 1 of the Act.
32.
To summarise I am satisfied that it is clear from the facts placed
before this court that
Sindile was a permanent surviving life partner
of Ndumiso but since Ndumiso was married at the time of his death
Sindile cannot
be regarded as a spouse of Ndumiso and can therefore
not lodge a claim against the estate of Ndumiso on the basis that she
was
a life partner.
Section 8
of the
Civil Union Act
prohibits
such a partnership.
33.
The application stands to be dismissed.
34.
I do not believe that this is a matter where costs should follow the
result. Each
party is to pay their own costs.
35.
In the circumstances the following order is made:
35.1
The application is dismissed.
35.2
Each party is to pay their own costs.
__________
FRANCIS J
JUDGE OF THE HIGH
COURT
GAUTENG DIVISION,
JOHANNESBURG
APPEARANCE
FOR
APPLICANT
:
W M
SITHOLE E INSTRUCTED BY Z & M
SHABALALA
ATTORNEYS
FOR 2
ND
RESPONDENT :
N C NKOSI OF NKOSI NHLANHLA
ATTORNEYS
DATE OF
HEARING
:
14
AUGUST 2023
DATE OF JUDGMENT
: 28
MARCH 2024
This judgment was
handed down electronically by circulation to the parties’
and/or parties’ representatives by email
and by being uploaded
to CaseLines. The date and time for hand-down is deemed to be
10h00 on 28 March 2024.
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