Case Law[2023] ZAGPJHC 687South Africa
Moodley and Another v Smith and Others (2022/2305) [2023] ZAGPJHC 687 (13 June 2023)
High Court of South Africa (Gauteng Division, Johannesburg)
13 June 2023
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
South Africa: South Gauteng High Court, Johannesburg
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## Moodley and Another v Smith and Others (2022/2305) [2023] ZAGPJHC 687 (13 June 2023)
Moodley and Another v Smith and Others (2022/2305) [2023] ZAGPJHC 687 (13 June 2023)
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sino date 13 June 2023
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REPUBLIC OF SOUTH
AFRICA
IN THE HIGH COURT OF
SOUTH AFRICA
GAUTENG LOCAL
DIVISION, JOHANNESBURG
CASE NO: 2022/2305
NOT REPORTABLE
NOT OF INTEREST TO
OTHER JUDGES
REVISED
In the matter between:
ALBERT
RAGOON MOODLEY
FIRST
APPLICANT
ALBERT
RAGOON MOODLEY N.O.
SECOND
APPLICANT
and
LEZELL MELISSA
SMITH
FIRST RESPONDENT
ABIGAL MARY KHAN
SECOND RESPONDENT
MASTER OF THE HIGH
COURT
THIRD RESPONDENT
CITY
OF JOHANNESBURG
FOURTH RESPONDENT
JUDGMENT
D MARAIS AJ:
[1]
In this application, Mr Albert Ragoon
Moodley, applies in his personal capacity and in his capacity as the
executor of the estate
of his late wife, Rabiya Moodley, for the
eviction of the first and second respondents, and their respective
families, from an
immovable property situated at […], Eldorado
Park. The first and second respondents are the adult daughters of the
applicant,
are married and both have sons in their late teens.
[2]
I shall refer herein to the applicant, in
both capacities, as “the applicant” and to the first and
second respondents
as “the respondents”.
[3]
The applicant’s case is entirely
predicated on the bald statement that the respondents were occupying
the immovable property
on a “month-to-month” basis. This
statement presupposes the existence of an agreement to that effect,
and it is clear
from the applicant’s own version that some
agreement is in place between the parties regarding the respondents’
occupation.
The applicant has purported to cancel the agreement with
30 days’ notice based on an agreement that the tenancy was a
monthly
one. The applicant’s case is, therefore, based on an
agreement and a contractual entitlement to cancel the agreement with
30 days’ notice. Despite this, the applicant failed entirely to
place any evidence before the court regarding the terms of
the
agreement. The bald statement regarding a monthly tenancy was a
conclusion, unsupported by any evidence.
[4]
It should also be noted that in the
purported letter of cancellation, attached to the founding affidavit,
the applicant’s
attorneys made the allegation on behalf of the
applicant that the monthly tenancy agreement was in existence between
the respondents
and the applicant in his personal capacity and in his
capacity as the executor of the estate, based on “
blood
relations
”.
[5]
The second respondent did not give notice
of intention to oppose, and only the relief sought against the first
respondent was before
this court.
[6]
The first respondent is acting in person.
She delivered an answering affidavit that was clearly not drawn by a
legally trained person,
and she appeared in person during the hearing
of this matter. The result was that the presentation of her case was
far from desirable,
and even deficient.
[7]
Under the circumstances, both parties
having failed to adequately deal with the matter, this court is faced
with a difficult task
in a matter which may have a profound effect on
the parties’ personal lives (including the families of the
respondents.
[8]
The applicant and the deceased were married
in community of property and, as such, was undivided joint owners of
the immovable property.
[9]
Upon the death of the deceased in 2014, the
applicant was appointed as the executor of the deceased estate after
the estate was,
rather belatedly, reported to the third respondent,
the Master of the High Court, as an intestate estate.
[10]
The applicant is entitled to an undivided
half share of the estate, by virtue of the marriage in community of
property to the deceased.
Having regard to the value of the estate,
the applicant falls to inherit the deceased’s entire estate.
Pending the finalisation
of the estate, the applicant (in his various
capacities) is the owner of the property. It is currently unclear
what the outcome
of the administration of the estate will be and
whether the applicant will ultimately be the owner of the property,
or whether
he will only receive the balance of the free residue in
the estate, after the assets have been realised to pay creditors (of
which
the City of Johannesburg is a major one).
[11]
It is common cause that the first and
second respondents are occupying portions of the main house situated
on the property, with
their respective families, in terms of an
arrangement between them, the applicant and the deceased. The
applicant is occupying
a cottage on the property in terms of this
arrangement.
[12]
The applicant stated that the parties,
including the deceased, occupied the premises “for the longest
time”. It was
clear that the deceased was, on his version, also
part of the arrangement. To the extent that it was suggested in the
letter of
cancellation that the arrangement was between the applicant
in his personal capacity, and the applicant in his capacity as
executor,
this is clearly incorrect. The arrangement was also with
the deceased prior to her death, and the executor is bound by the
agreement
to which the deceased was party (as opposed to the executor
directly being the counterparty to the agreement).
[13]
The applicant also stated that the
respondents have been residing at the property since their birth, a
statement that seems to be
untrue, having regard to the fact that the
property was only transferred to the applicant and the deceased in
2011. The impression
the applicant attempted to convey was that the
respondents simply occupied the premises their entire lives, and that
such occupation
was precarious, which is clearly unfounded.
[14]
According to evidence presented by the
applicant, the first respondent launched an application in this court
under a separate case
number to remove him as an executor and for an
order that a certain document be recognised as the deceased’s
will. It appears
that prior to the death of the deceased, the
applicant and the deceased took steps towards the execution of a
will, by instructing
PSG to draw a will. PSG proceeded to draw a
joint will, in which the parties would have bequeathed their entire
estate to the surviving
spouse, coupled with a
fideicommissum
in favour of the first respondent, the second respondent and their
brother, Jacques Moodley, in respect of the immovable property.
In
terms thereof, they would have become joint owners of the immovable
property upon the demise of the surviving spouse.
[15]
There is no evidence that this draft will
was signed by the parties. To the contrary, the first respondent’s
evidence in her
application in this court (referred to above), which
the applicant attached to his founding affidavit, was that the
deceased refused
to sign the document because it was a joint will,
and not a separate individual one. She repeated this statement during
argument
in court.
[16]
Due
to the strict requirements of section 2(3) of the Wills Act, it is
evident that this document will not be accepted as a will
under that
section.
Inter
alia
the
fact that the document was drafted by a third party (PSG) and not the
deceased herself, precludes an application of section
2(3).
[1]
[17]
The consequence is that the deceased indeed
died intestate.
[18]
Having said that, the applicant does not
deny that the draft will did set out their common intention
correctly. He merely states
that in terms of the draft will, he would
have been appointed the sole heir upon the death of the deceased and
would have inherited
the deceased share in the property. This does
not deal with the issue of the occupation. The document the applicant
and the deceased
caused PSG to draw up gives a very clear picture of
the arrangement between the parties. On the probabilities the
agreement was
that the first and second respondents would be entitled
to occupy the property on a long-term basis, with the aim that they
would
eventually become the joint owners of the property.
[19]
The extent that the applicant alleges that
the first and second respondents’ occupation was a monthly
tenancy, which could
be terminated with 30 days’ notice, this
is evidently contrary to the facts and circumstances giving rise to
the respondents’
occupancy, and gives rise to grave scepticism
regarding the applicant’s approach.
[20]
The first respondent seeks to rely on an
alleged intention on the part of the deceased to give the house to
her children. That this
was the deceased’s ultimate intention
(to materialise after the death of the applicant), seems plausible.
[21]
However, the deceased could only dispose of
her portion of the joint estate and had to do so in terms of a valid
will. There is
no evidence that the deceased executed a valid will.
[22]
There is also no evidence that the deceased
donated her share in the property to her children prior to her death.
Any such donation
had to comply with the provisions of the Alienation
of Land Act. There is no evidence that the provisions of this act had
been
complied with.
[23]
The consequence of this is that the
respondents cannot claim any right to the eventual transfer of the
property.
[24]
However, that does not mean that the
respondents do not have the right to occupy the property. There are
indications that the agreement
between the parties was that the
respondents would be entitled to occupy the property until the death
of the surviving spouse and
would thereafter become the owners of the
property. In this regard the first and second respondents’
occupation was not of
a precarious nature, which could be terminated
by the applicant with reasonable notice.
[25]
The fact that the respondents, under the
circumstances, cannot legally demand transfer of the property on the
death of the applicant,
does not detract from the possible right the
respondents have to occupy the property. In my view the only effect
of this impediment
is that the respondents’ tenancy may come to
an end upon the death of the applicant when the property will have to
be disposed
of in accordance with the applicant’s will, or
otherwise in accordance with the law.
[26]
This naturally presupposes that the
applicant remains owner of the property upon the conclusion of the
administration of the deceased’s
estate, and thereafter remains
the owner until his death. In the absence of a legally binding
fideicommissum
there
will be no limitation on the applicant’s right to dispose of
the property prior to his death.
[27]
It is also clear that the respondents’
possible right to occupy the immovable property vested in them prior
to the deceased’s
death. As such, the occupation agreement was
not an invalid
pactum successsorium.
[28]
In the premises, I hold that the applicant
had failed to make out a case, as he set out to do, that he had the
right to terminate
the first and respondents’ tenancy of the
property. The bald assertions made by the applicant is contradicted
by the facts
and circumstances of the case.
[29]
At the same time, the first respondent’s
defences in this application were ill-founded. She also failed to
directly address
the issue of the occupation agreement.
[30]
The consequence is that both parties failed
to properly ventilate the central issue, namely the basis for the
respondents’
occupation. Under the circumstances, I shall not
grant the eviction order, nor shall I finally decide on the
respondents’
right to occupy. To do so may lead to an
injustice.
[31]
Under the circumstances set out above, it
would be just and equitable that the matter be referred to trial to
enable the parties
to properly ventilate the issues by way of
pleadings, and for the matter to go on trial. I am of the view that
referral to evidence
will be inappropriate, as the issues have not
been defined properly in the papers before court.
[32]
The applicant also claims an order
declaring the first and respondents was liable to pay 50% of the
municipal utilities (excluding
rates and taxes) during the period
they occupied the premises.
[33]
There can be no doubt that, whatever the
agreement was, it was an implied term of the agreement that the first
and second respondents
would be obliged to pay their proportionate
share of the utilities. It is common cause that the first and second
respondents failed
to make their contributions. The first respondent
candidly admitted this during argument. Consequently, I am of the
view that the
applicant is entitled to an order in this regard.
[34]
The applicant conceded that the percentage
for which the first respondent should be liable is 33%, and not 50%.
[35]
The first respondent did not raise any
defence of prescription to this claim.
[36]
As far as the costs is concerned, it will
be appropriate at this state to order that costs shall be costs in
the cause.
ORDER
[37]
Consequently, the following order is made:
[37.1]
The matter is referred to trial;
[37.2]
The applicant’s notice of motion
shall stand as a simple summons and the first respondent’s
notice of intention to oppose
as the notice of intention to defend;
[37.3]
The applicant(s) shall file a declaration
within the period allowed in the rules, whereafter the normal rules
of court applicable
to actions shall apply;
[37.4]
The first respondent is ordered to pay 33%
of all the municipal utilities (excluding rates and taxes) which was
incurred during
the period of her occupancy of[…], Eldorado
Park; and
[37.5]
The costs shall be costs in the cause.
DAWID MARAIS
ACTING JUDGE OF THE
HIGH COURT
GAUTENG LOCAL
DIVISION, JOHANNESBURG
13 June 2023
This
judgment was handed down electronically by circulation to the
parties’ legal representatives by email and by being uploaded
to CaseLines. The date of this judgment is deemed to be 13 June 2023.
Appearances:
Appearance
for Applicants:
ADV
JDR SINGH
Instructed
by:
V
DERROCKS INC ATTORNEYS
Appearance
for first respondent:
IN
PERSON
Instructed
by:
NOT
APPLICABLE
Date
of hearing: 9 May 2023
Date
of Judgment: 13 June 2023
[1]
Bekker
v Naude en Andere
2003 (5) SA 173
(SCA)
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