Case Law[2024] ZAGPJHC 491South Africa
Masilo v Master Of The High Court, Johannesburg and Others (2021/35301) [2024] ZAGPJHC 491 (13 May 2024)
High Court of South Africa (Gauteng Division, Johannesburg)
13 May 2024
Headnotes
Summary: Wills Act section 2(3) – Will noncompliant with section 2(1)(a)(iv) in that first page not initialled. No dispute that deceased signed the Will in 2013. Factual dispute over how the Will was dealt with shortly before the deceased’s death does not change the intention of the testator when she signed the document intending it to be her Will.
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## Masilo v Master Of The High Court, Johannesburg and Others (2021/35301) [2024] ZAGPJHC 491 (13 May 2024)
Masilo v Master Of The High Court, Johannesburg and Others (2021/35301) [2024] ZAGPJHC 491 (13 May 2024)
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sino date 13 May 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
FAMILY
– WILLS AND ESTATES – Wills –
Validity
–
Two
page will signed by testator and witnesses only on second page –
Deceased informed applicant and members of community
forum that
she had executed will and bequeathed house to applicant –
Certificate issued by commissioner of oaths –
No doubt that
when deceased signed the will, she intended it to be her last will
and testament – No need to resolve
factual dispute which
does not affect the validity of will – Document declared to
be last will of deceased –
Master directed to accept the
document –
Wills Act 7 of 1953
,
s 2(3).
REPUBLIC OF SOUTH
AFRICA
IN THE HIGH COURT
OF SOUTH AFRICA
GAUTENG DIVISION,
JOHANNESBURG
1. NOT REPORTABLE
2. NOT OF INTEREST TO
OTHER JUDGES
CASE
NUMBER
: 2021/35301
In the matter between:
MAMOIPONE
MIRRIAM MASILO
Applicant
and
THE
MASTER OF THE HIGH COURT,
First
Respondent
JOHANNESBURG
KALANENG
PAULINE SOKO
Second Respondent
SALOME
MATLHAGA NHLAPO
Third
Respondent
ELEKIA
RAKETE MASILO
Fourth
Respondent
TSHEPO
RAMOAGA MASILO
Fifth
Respondent
KATLEHO
MAMON EWA MASILO
Sixth
Respondent
Delivered:
13 May 2024
– This judgment was handed down electronically
by circulation to the parties' representatives
via
email, by
being uploaded to
CaseLines
and by release to SAFLII. The date
and time for hand-down is deemed to be 10h00 on 13 May 2024
Summary:
Wills Act section
2(3) – Will noncompliant with
section
2(1)(a)(iv)
in that first page not initialled. No dispute that
deceased signed the Will in 2013. Factual dispute over how the Will
was dealt
with shortly before the deceased’s death does not
change the intention of the testator when she signed the document
intending
it to be her Will.
JUDGMENT
Turner AJ
[1]
Aletta Lipuo Masilo (“the deceased”)
passed away on 18 July 2020. She was survived by her children: the
applicant, the
first respondent, the second respondent and the third
respondent; as well as by her grandchildren the fourth and fifth
respondents
(“Tshepo” and “Katleho”), being
the children of the deceased’s son, Mohapi David Masilo who
died
on 14 May 2007.
[2]
In the current application, the applicant seeks
the following relief:
“
That
the document headed Last Will and Testament of Aletta Lipuo Masilo
dated at Germiston 24 October 2013 ... is declared to be
the last
Will of the late Aletta Lipuo Masilo under Estate No. 003572/2021
...”
In addition, the
applicant seeks an order directing the Master to accept the Will as
well as an order for costs against any respondent
opposing the
application.
[3]
The Master did not accept the Will as it does not
comply with the formalities recorded in
section 2(1)(a)(iv)
of the
Wills Act 7 of 1953
, which states:
“
(1)
Subject to the provisions of
s 3
bis-(a) no will executed on or
after the 1
st
of
January 1954 shall be valid unless - ...
(iv) if the will consists
of more than one page, each page other than the page on which it
ends, is also so signed by the testator
or by such other person
anywhere on the page ...”
[4]
The Will is signed by the testator and witnesses
only on the last page. The first page (of the two page Will) does not
reflect the
signatures or initials of the testator and witnesses. If
the first page of the Will had borne the initials of the testator and
witnesses, it would have been accepted as a valid Will.
[5]
The current application is made pursuant to
section 2(3)
of the
Wills Act, which
provides:
“
If
a court is satisfied that a document or the amendment of a document
drafted or executed by a person who has died since the drafting
or
execution thereof was intended to be his will or amendment of his
will, the court shall order the Master to accept that document,
or
that document as amended, for the purposes of the
Administration of
Estates Act, 1965
, as a will, although it does not comply with all
the formalities for the execution or amendment of wills referred to
in subsection
(1).”
[6]
The
Supreme Court of Appeal has confirmed in
Van
Wetten
[1]
:
“
.. the real
question to be addressed at this stage is not what the document
means, but whether the deceased intended it to be his
will at all.
That enquiry of necessity entails an examination of the document
itself and also of the document in the context of
the surrounding
circumstances.”
[7]
In support of the application, the applicant
relies on the following facts:
a.
The Will is signed and witnessed by two witnesses.
In paragraph 20 of the founding affidavit, the applicant
confirms that
the Will was signed by the deceased.
b.
The Will is accompanied by a certificate issued by
a Commissioner of Oaths (Hilda Mtlabo) an administration officer at
the Palm
Ridge Court. In that certificate, Ms Mtlabo confirms that
she satisfied herself as to the identity of the testator, Aletta
Lipuo
Masilo, and that the accompanying Will was the Will of the
Testator.
c.
In the founding affidavit, the applicant confirms
that the deceased informed her and the second respondent that she had
executed
a Will and nominated the applicant as the beneficiary of her
property. She also told a relative, Mr Thami Mpiti.
d.
In 2019, the deceased showed the Will to the
applicant, the second respondent and the two of them showed Mr Mpiti.
e.
In 2020, the deceased spoke to members of her
community forum (including Busisiwe Mlangeni, Elizabeth Mokgehle and
Andrew Tladi)
and informed them that she had executed a Will and
bequeathed her house in to the applicant. Affidavits by these three
individuals
were provided in which they also confirmed the deceased
showed them a copy of the Will which recorded that the property was
bequeathed
to the applicant.
[8]
Notices of intention to oppose were delivered by
the third and fourth respondents. The answering affidavit was deposed
to by the
fourth respondent and was supported by confirmatory
affidavits prepared by the second and third respondents.
[9]
In his answering affidavit, the fourth respondent
relies on the following evidence to resist the application:
a.
He contends that during 2020,
“
I
asked my mother whether she had to put anyone in charge of the house
if she was to pass away. She said that she left the house
to no-one.”
b.
During July 2020, the fourth respondent spoke to
the deceased about the possibility of moving with his family to her
home at Erf
7210 Thokoza Township. He states:
“
my
mother agreed that I could live at the house however, [she said]
Miriam would have a problem with me. It seemed that Miriam was
influencing my mother not to grant me access to her house.”
[10]
The upshot of his exchanges with the deceased was
that the deceased had refused the fourth respondent’s request
to move to
the house at Thokoza Township because the applicant
(Miriam) lived in the house with the deceased. Rather than support
the respondent,
this appears to confirm the deceased’s
preference for the applicant living in the house, rather than the
fourth respondent.
From the available evidence, it appears that the
fourth respondent made a number of attempts to move back to the house
but was
resisted while the deceased was alive.
[11]
There is a dispute of fact over the events shortly
before the deceased’s death in 2020. The core of the dispute
relates to
the conduct of the second respondent. The applicant
contends that the will was disclosed to the second respondent and
that the
second respondent was involved in the safekeeping of the
Will prior to the deceased’s death. The second respondent
denies
these allegations as well as other allegations made by the
applicant in relation to her conduct. These are not disputes that can
be resolved in the applicant’s favour on the papers and it is
therefore also necessary to decide whether the applicant can
be
granted the relief claimed while these factual disputes remain
unresolved.
[12]
The central question to be answered in this matter
is whether the threshold set by
section 2(3)
of the
Wills Act has
been met, as crystalised in
Van Wetten
.
To this end, the critical factual inquiry must be directed at whether
the deceased signed the Will and, if so, whether she intended
the
Will to be her Last Will and Testament.
[13]
In resisting the conclusion that the deceased
intended the Will to be her last will and testament, the only
evidence relied upon
by the fourth respondent is that he was only
informed of the existence of the Will after her death, and when he
asked her whether
she had bequeathed the house to anyone, she had
said no.
[14]
In dealing with the details of the documents in
his answering affidavit, the fourth respondent does not deny the
applicant’s
factual averments surrounding the signatures on the
Will. Instead he merely insists on the formalities of the
Wills
Act being
enforced. The allegations in paragraphs 33.3 and 41 of the
answering affidavit are critical:
“
33.3
The alleged Will (hereinafter referred to as ‘the Will’)
by
my late mother
consisted
of two pages. The first page of the Will is not initialled by my
mother.
My
mother signed the last page of the Will with her name and surname
‘Aletta Masilo’
.
I am not sure who the witnesses are or whether they are competent
witnesses as defined by the
Wills Act
. ...”
“
41.
My mother did not sign, initial or mark the
first
page of the Will
.
The Will has not been certified accordingly in terms of the
Wills
Act. My
mother did not bring it to the attention of any of her other
children that she had signed or drafted a Will. The Will was only
brought to my attention after her death. My mother did not intend the
Will to be her Last Will and Testament.” (emphasis added)
[15]
The
relevant concession that emerges from these paragraphs, when read
with the founding affidavit
[2]
,
is that the fourth respondent accepts that the deceased signed the
Will on the second page. He does not contend that her signature
was
forged. He also does not contend that the deceased was unable to read
or that she would have been unable to understand the
content of the
document.
[16]
On applying the well-established test for
interpretation, there can be no doubt that when she signed the Will,
the deceased intended
it to be her Last Will and Testament. This is
apparent from the heading on the document, the revocation of all
previous Wills and
the appointment of an heir. The intention is also
confirmed by the existence of the certificate by the Commissioner of
Oaths, which
is also not alleged to be fraudulent.
[17]
In my view, the fourth respondent’s evidence
regarding what was told to him by the deceased is not strong evidence
that would
contradict the existence or enforceability of the Will.
At the time that the fourth respondent spoke to his mother in
mid-2020,
she was ill and, from the other surrounding evidence, it
appears that she did not want to spark confrontation. If she had told
the fourth respondent that there was a Will and that the Will
bequeathed the house to the applicant, it is likely that such an
announcement would have sparked confrontation. It is not
inherently probable that the deceased would have told the fourth
respondent about the Will, particularly in light of the other
surrounding evidence (discussed below). Consequently, even
if I
accept that the statements attributed to the deceased were made to
the fourth respondent, it is not improbable that the deceased
made
these statements to avoid confrontation.
[18]
I find support for this view in the affidavits of
the independent witnesses from the community forum. Those witnesses
confirm that
on 2 July 2020, the deceased approached them (as
community leaders) to inform them that she was experiencing problems
with her
children and that the fourth respondent (erroneously
referred to as the third respondent) had frequently attended her home
enquiring
about the house and who would inherit it. In this context,
she told the community leaders about the Will and what it contained.
[19]
In the circumstances, I find that by signing the
Will the deceased indicated an intention that this Will would be her
Last Will
and Testament. The Will was never revoked and her conduct
towards the fourth respondent in 2020 does not change the underlying
and continuing intention of the deceased expressed at the time that
she signed the Will. Her conduct towards the community
leaders
indicates that she held out to them that the Will reflected her
intention.
[20]
In the circumstances, I find that the admissible
and uncontroverted evidence before me satisfies the requirements of
section 2(3)
of the
Wills Act. There
is consequently no need to
resolve the factual dispute in relation to the conduct and
involvement of the second respondent in order
to decide the central
issue in the case. The validity of the Will is not affected by that
dispute.
[21]
I am required to exercise a discretion in
determining the liability for the costs of this application. The
opposition to this application
was clearly fuelled by the economic
interests of the respondents who would be beneficiaries of a portion
of the deceased (intestate)
estate if the application had been
unsuccessful. In my view, having recognised that the deceased signed
the Will and in circumstances
where no allegations of fraud or
forgery could be supported, there was no valid basis for the fourth
respondent to have opposed
the application. As such, the costs of the
application are payable by the fourth respondent.
[22]
In the circumstances, I make the following order:
(1)
The document headed “Last Will and Testament
of Aletta Lipuo Masilo” ID No. 3[…] and attached to the
applicant’s
founding affidavit as “MMM3” is hereby
declared to be the Last Will of the late Aletta Lipuo Masilo, who
died on 18
July 2020.
(2)
The first respondent (Master of the High Court,
Johannesburg) is directed to accept the above document for the
purposes of the
Administration of Estates Act, 1965
as the Last Will
of the late Aletta Lipuo Masilo under Estate no. 003572/2021.
(3)
The costs of this application are to be borne by
the fourth respondent on the party and party scale.
DA TURNER AJ
Gauteng Division,
Johannesburg
HEARD ON:
24 January 2024
JUDGMENT DATE:
13 May 2024
FOR THE APPLICANT:
M Maema (Attorney)
INSTRUCTED BY:
Maema Attorneys
FOR THE RESPONDENT:
D Mbuyisa (Attorney)
INSTRUCTED BY:
Haffegee Roskam Savage
Attorneys
[1]
Van
Wetten and Ano v Bosch and others
2004
(1) SA 348 (SCA)
[2]
Plascon-Evans Paints Ltd
v Van Riebeeck Paints (Pty) Ltd
1984
(3) SA 623 (A)
at
634E–G.
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