Case Law[2024] ZAGPJHC 1079South Africa
Sauer v Pollock NO and Others (2024/107486) [2024] ZAGPJHC 1079 (24 October 2024)
High Court of South Africa (Gauteng Division, Johannesburg)
24 October 2024
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## Sauer v Pollock NO and Others (2024/107486) [2024] ZAGPJHC 1079 (24 October 2024)
Sauer v Pollock NO and Others (2024/107486) [2024] ZAGPJHC 1079 (24 October 2024)
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sino date 24 October 2024
IN
THE HIGH COURT OF SOUTH AFRICA
(GAUTENG
LOCAL DIVISION, JOHANNESBURG)
(1)
REPORTABLE: NO
(2)
OF INTEREST TO OTHER JUDGES: NO
(3)
REVISED.
24
October 2024
Case
No. 2024-107486
In
the matter between:
ELMARIE
SAUER
Applicant
and
MANDY
POLLOCK NO
First
Respondent
ABSA
TRUST LIMITED
Second
Respondent
MASTER
OF THE HIGH COURT, JOHANNESBURG
Third
Respondent
##### JUDGMENT
JUDGMENT
WILSON
J:
1
On 22 October 2024, I
struck this application from my urgent roll, and ordered each party
to pay their own costs. I said at the
time that I would publish my
reasons in due course. These are my reasons.
2
The applicant, Ms. Sauer,
is the erstwhile life partner of Robert Burger. Mr. Burger died on 13
May 2024. Mr. Burger had suffered
from dementia. The first
respondent, Ms. Pollock, is Mr. Burger’s daughter. She was
appointed as Mr. Burger’s
curator bonis
and
curator
ad personam
shortly before his death. In that capacity, she did
two things that are relevant to this application. First, she
attempted to arrange
the sale of a property Mr. Burger owned in the
North West province. The contract of sale was signed before Ms.
Pollock’s
appointment as Mr. Burger’s curator, so there
is a dispute about its validity. But since the sale later fell
through, that
dispute is of no relevance to the issues before me.
3
The second thing Ms.
Pollock did, on 11 April 2024, was to sign a will on Mr. Burger’s
behalf. The effect of this will would
have been to bequeath Mr.
Burger’s entire estate to his grandchildren in equal shares.
The 11 April 2024 will purported to
replace an earlier will, executed
on 24 March 2022, in which Mrs. Sauer was named as the sole
beneficiary of Mr. Burger’s
estate.
4
After Mr. Burger died, Ms.
Pollock submitted the 11 April 2024 will to the third respondent, the
Master, and sought to be appointed
as the executrix of Mr. Burger’s
estate. The Master took the view that the 11 April 2024 will was not
a valid will, since
it was not signed by Mr. Burger, and since Ms.
Pollock could not sign it on his behalf. The Master nonetheless
appointed Ms. Pollock
as the executrix of Mr. Burger’s estate,
presumably on the basis that Ms. Pollock is Mr. Burger’s
daughter and that,
in the absence of a valid will, his estate would
devolve intestate.
5
Ms. Sauer then applied
urgently to me to declare the 11 April 2024 will invalid and to set
aside Ms. Pollock’s appointment
as the executrix of the estate.
On 17 October 2024, Ms. Sauer also submitted the 24 March 2022 will
to the Master, and will presumably
press the Master to deal with Mr.
Burger’s estate as directed in that will.
6
Everyone accepts that the
11 April 2024 will is invalid. The Master has rejected it, and an
order declaring it invalid would have
no practical effect. The effect
of the Master’s rejection of the 11 April 2024 will is that
unless and until the Master accepts
the 24 March 2022 will as valid,
Mr. Burger’s estate will be dealt with on the basis that he
died intestate. It follows from
this that there is presently no basis
to challenge Ms. Pollock’s appointment as the executrix of Mr.
Burger’s estate.
Ms. Pollock’s appointment as the
executrix has nothing to do with the 11 April 2024 will. It is rather
the consequence of
the Master’s determination that Mr. Burger
died intestate. That determination was not directly challenged before
me, and
no review of the Master’s decision to deal with Mr.
Burger’s estate on the basis that he died intestate was
brought.
7
If and when the Master
accepts the 24 March 2022 will, the approach to the administration of
Mr. Burger’s estate will probably
have to change. I understood
Mr. Botes, who appeared together with Mr. Dames for Ms. Sauer, to
argue that I should anticipate that
development, assume the validity
of the 24 March 2022 will, and make orders that would give effect to
it. I see no reason to usurp
Master’s functions in that way. It
is for the Master to examine the 24 March 2022 will and to act
accordingly. If the Master
rejects the will, Ms. Sauer will have her
remedies then. If the Master accepts the will, and assuming that
there is no challenge
to his decision to do so, Mr. Burger’s
estate will be dealt with as directed in the 24 March 2022 will.
8
It seems to me that there
is no reason for me to intervene in the meantime. No-one asked me to
make an order freezing Mr. Burger’s
estate while the Master
examines the 24 March 2022 will, and I would have seen no need for
such an order. The sale of Mr. Burger’s
property in the North
West province has fallen through, and there is no indication that any
of his other assets are on the verge
of being spirited away, or
otherwise being placed beyond the reach of whomever Mr. Burger’s
rightful heirs turn out to be.
If that changes, the parties will have
their remedies then.
9
However, on the facts
placed before me, there was no warrant for me to interfere with the
parties’ affairs or with the Master’s
performance of his
statutory functions. There was, accordingly, no urgency to the
application.
10
Each party sought a
punitive costs order against the other. Each accused the other of
sharp dealing and bad faith. It is not necessary
for me to adjudicate
those complaints. In any event, I cannot tell from the papers whether
the underlying disputes between the
parties bespeak genuinely
unethical conduct by either one of them, or no more than a painful
struggle over the memory and belongings
of a cherished father and
loving partner. Either way, there were no facts placed before me that
would allow me to make a just order
for costs in favour of either
party. Since it is not at all clear to me how Mr. Burger’s
estate will ultimately devolve,
this is not the sort of case where
costs should simply follow the result.
11
It was for these reasons
that I struck the application from the roll and ordered each party to
pay their own costs.
S
D J WILSON
Judge
of the High Court
This
judgment is handed down electronically by circulation to the parties
or their legal representatives by email, by uploading
it to the
electronic file of this matter on Caselines, and by publication of
the judgment to the South African Legal Information
Institute. The
date for hand-down is deemed to be 24 October 2024.
HEARD
ON:
22
October 2024
DECIDED
ON:
22
October 2024
REASONS:
24
October 2024
For
the Applicant:
Instructed
by
Arthur Channon Attorneys Inc
F
Botes SC
CR
Dames
For
the First Respondent:
G
Olwagen-Meyer
Instructed
by Barry Hurter Inc
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