Case Law[2023] ZAGPJHC 942South Africa
M.N.P v C.M.P and Another (2021/56132) [2023] ZAGPJHC 942 (18 August 2023)
High Court of South Africa (Gauteng Division, Johannesburg)
18 August 2023
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## M.N.P v C.M.P and Another (2021/56132) [2023] ZAGPJHC 942 (18 August 2023)
M.N.P v C.M.P and Another (2021/56132) [2023] ZAGPJHC 942 (18 August 2023)
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sino date 18 August 2023
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REPUBLIC OF SOUTH
AFRICA
IN THE HIGH COURT OF
SOUTH AFRICA,
GAUTENG LOCAL
DIVISION, JOHANNESBURG
CASE NO:
2021/56132
NOT REPORTABLE
NOT OF INTEREST TO
OTHER JUDGES
18.08.23
In the matter between:
M
N P
Applicant
and
C
M P
First
Respondent
MASTER
OF THE HIGH COURT JOHANNESBURG
Second
Respondent
JUDGMENT
MIA, J
[1]
T
he
applicant brings an application seeking an order in the following
terms:
“
1.
Interdicting the first Respondent from being appointed as the sole
executor of the Estate late,
2. Ordering the Applicant
to be appointed as the co-executor of the estate of the late Mr. F P,
3. Declaring that
the letter of executor/executrix issued by the Second Respondent to
the First Respondent be invalidated
and that the First Respondent has
no legal right to control the estate of the deceased alone,
4. In event
the First Respondent proves that there existed [a] valid
marriage between herself and the Deceased, direct the Second
Respondent
to appoint the Applicant as the Co executor of the Estate
late F P,
5. To order that
the Second Respondent issue the Applicant with the necessary letter
of executor,
6. First
respondent to be interdicted from sub dividing, alienating in anyway
or encumbering the immovable properties pending
the finalisation of
this application,
7. The first
respondent to be interdicted from subdividing, alienating or
encumbering the movable properties described as
follows:
7.1
Private cars described in the founding affidavit,
7.2 livestock to
the value of R99,000.00 as described in the inventory,
8. Ordering the
First Respondent to account to the applicant and the second
respondent in respect of the following:
8.1
any bank account opened in the name of the estate,
8.2
any amount paid into such bank accounts
8.3
any claim launched against the estate
8.4 any
Liquidation and Distribution Accounts submitted by her to the Master
of the High Court as prescribed by section 35
of the Administration
of Estate Act,
8.5 any funds or
income received by the First Respondent relating to any estate or any
property forming part of the estate,
8.6 any other
issues relating to the estate or any property forming part of the
estate.”
The first respondent
opposed the application. No response or opposition was received
from the second respondent.
[2] The applicant
is an adult male and the son of Mr F P (the deceased) and Mrs M M P
(the applicant’s mother), who
died shortly after the deceased
passed on. The first respondent is Mrs M C P an adult female residing
at [...] Boksburg. The second
respondent is the Master of the High
Court, Johannesburg.
[3] It is necessary
to furnish some background to the matter prior to considering the
issues in dispute. The applicant is
the son of the deceased. The
deceased was married to the applicant’s mother, Mrs M P. They
had four children during their
marriage. The applicant’s mother
became ill during the marriage. Her family determined she would not
be in a position to
fulfil her duties as a mother and wife. They thus
requested her sister C to step into the role of the wife of Mr F P.
The first
respondent thus married the deceased to take over the
applicant’s mother's responsibilities as was the Sepedi custom.
Both
marriages were concluded in terms of customary law. The first
respondent’s marriage to the deceased was not registered in
terms of the Recognition of Customary Law Act (the Act) as the Act
was not assented to and had not commenced.
[4] When the
deceased, Mr F P died, on 21 February 2021, the elders in the P
family determined that the applicant should be
appointed as the
executor of the estate of Mr F P as the adult male child of the
deceased. At that stage the deceased had been
married to both the
applicant’s mother and the first respondent and had been
blessed in both marriages with children
.
[5] On 28 June
2021, the applicant’s mother passed on. The deceased’s
estate had not been wound up. The
applicant discovered in November
2021 that the first respondent was appointed as the executor of the
estate of the deceased. This
prompted the applicant to launch the
present application to ensure the executor was appointed in
accordance with the P family elders
wishes.
[6] In view of the
above facts, the parties require the following issues to be
determined:
6.1. Whether the
respondent is entitled to condonation as required in terms of the
Rules of Court?
6.2. Whether there was a
customary marriage between Mrs M P and the deceased?
6.3. Whether Mrs M P is
entitled to a spouses share of the deceased’s estate?
6.4. If the applicant’s
mother is entitled to claim a spouses half share of the deceased
estate, whether the applicant is
entitled to lodge a claim on behalf
of his mother?
Condonation
[7] The first
question is whether the respondent is entitled to condonation as
required in terms of the Rules of Court. The
applicant served the
application on 2 December 2021. The first respondent served a notice
to oppose the application on 14 December
2021 and was expected to
file her answering affidavit on 3 February 2022 whereafter the
applicant would file their reply within
ten days upon receipt. This
did not occur. The first respondent failed to file their answering
affidavit until the applicant enrolled
the matter on the unopposed
roll on 8 September 2022. The first respondent filed her answering
affidavit on 25 August 2022, eight
months out of time. No
application for condonation was lodged and no explanation furnished
for the late filing of the answering
affidavit. The applicant however
filed a reply dealing with the aspects raised by the first
respondent.
[8]
On behalf of the first respondent, it was argued that the applicant
did not deliver a notice in terms of Rule 30, causing
the irregular
step to be set aside. In addition, the applicant took a further step
by responding to the answering affidavit and
then delivering heads of
argument with knowledge of the first respondent’s irregularity.
The first respondent’s reliance
is placed on the
Ardnamurchan
Estates (Pty) Limited v Renewables Cookhouse Wind Farms 1(RF) (Pty)
Ltd and Other
[1]
where the court dealt with similar circumstances and expressed the
view that the delivery of the replying affidavit constituted
a
further step.
[9] In the present
matter not only has the applicant delivered it’s replying
affidavit but it has delivered heads of
argument as well. A further
consideration that I must consider is that it is in the interests of
justice to consider all factors
rather than only the technical points
raised. In this regard, I can condone the late filing of the first
respondent's answering
affidavit. It is in the interests of justice
to consider all factors and thus, I condone the late filing of the
answering affidavit.
Existence of customary
marriage
[10] I deal with
the applicant's application before dealing with the respondent’s
answering affidavit and the related
procedural issues. The historical
background indicates that the applicant's mother married the deceased
in 1976 in terms of customary
law. The couple had four children
during the course of their marriage. The eldest son was born in 1977
and later passed away. In
1980 the applicant’s mother became
ill and could not care for the children. She consulted doctors
as well as traditional
healers during this time. Given her illness,
her family were concerned that she could not care for the children
and fulfil her
role as a wife due to the nature of her illness. Her
family requested the first respondent to assume the applicant’s
mother’s
position and become the deceased’s second wife.
The marriage was concluded and the first respondent took over
the role
and responsibilities of her sister as a wife. It follows
that the deceased was thus married to the applicant’s mother
and
the first respondent. For the purposes of the present matter, a
marriage existed between the deceased and the applicant’s
mother which remained in existence.
[11] Both marriages
were concluded before the accession and commencement of the
Recognition of Customary Marriages Act, 120
of 1998 (the Act). The
first respondent’s marriage was not registered, in fact neither
marriage was registered in terms
of the Act once it came into
operation on 15 November 2000. When the matter appeared before me, no
marriage certificate was available
despite the first respondent
averring that a civil marriage was concluded with the deceased. To
the extent that reference is made
to the Act and its application it
appears in retrospect that the Act was not assented to and the
applicant’s mother and the
first respondent and the deceased
did not seek to have either of the marriages registered in terms of
the Act. The provision of
section 7(6) does not assist as the
marriages had been concluded already. An application to court
would only bring the factual
position in line with the legal position
for the purpose of clarity and certainty. This did not occur. This
second marriage did
not invalidate the first marriage and the
applicant’s mother remained a spouse. On the first respondent’s
version there
existed a marriage between the applicant’s mother
and the deceased and she assumed the position as the second wife.
Spouses claim
[12]
The next issue for determination is whether the applicant can lodge a
claim against the deceased’s estate for a
spouses share of the
estate. I have already determined that the applicant’s mother
remained a spouse of the deceased not
withstanding that he married
the first respondent after his marriage to the applicant’s
mother. The facts of this matter
reflect the Court’s
observation in
Gumede
v President v Republic of South Africa and Others
[2]
that:
In
our pre-colonial past, marriage was always a bond between families
and not between individual spouses. Whilst the two parties
to the
marriage were not unimportant, their marriage relationship had
a collective or communal substance. Procreation and
survival
were important goals of this type of marriage and indispensable for
the wellbeing of the larger group. This imposed peer
pressure and a
culture of consultation in resolving marital disputes. Women, who had
a great influence in the family, held a place
of pride and respect
within the family. Their influence was subtle although not
lightly overridden. Their consent was indispensable
to all crucial
family decisions. Ownership of family property was never exclusive
but resided in the collective and was meant to
serve the familial
good.
[13] The Court
notes that even then the position was not idyllic and community and
group interests were often informed by
male interests and framed by
men which often disadvantaged women and children. Thus both the
applicant’s mother’s marriage
as well as the first
respondent’s marriage concluded in terms of customary law must
enjoy the same dignity and equality if
the act is applied to each of
the marriages. It follows that both spouses are entitled to a spouses
share in the estate. If the
applicant is the executor of his mother’s
estate he is entitled to lodge a claim for a spouses portion of the
deceased’s
estate. Even if the first respondent argues
that she is the surviving spouse and was properly appointed as the
executor of
the deceased’s estate the determination with regard
to the spouse’s portion is no longer a simple calculation as
the
first respondent would contend that she is the only spouse. On
her own version she is the second spouse. She can not elevate her
status as a spouse merely because she married the deceased in terms
of customary law as well as in terms of a civil union. The
Act was
promulgated precisely to eradicate such injustices and difficulties
that arise with dual systems so as no to prejudice
women married in
terms of customary law.
Grounds for an
interdict: Prima facie right
[14]
Having considered all the issues in dispute I consider whether the
applicant is entitled to the relief sought. In
order
for the applicant to obtain the relief sought
,
the applicant must show that there is a
prima
facie
right for the
relief sought, a well-grounded apprehension of harm and that the
balance of convenience favours the granting of the
relief sought.
[15]
In
considering all the factors placed before me, and having condoned the
late filing of the first respondent’s answering affidavit,
the
first respondent's submission is that the applicant ought to have
issued an application wherein he sought
that
the marriage between the applicant's mother and the deceased is
declared valid and in turn declaring the civil marriage between
the
first respondent and the deceased null and void.
On this
basis, the first respondent submitted that the applicant failed to
indicate that there was a
prima
facie
right.
[16] Having regard
to the recognition of customary marriages and the equality of
spouses, both the applicant’s mother
and the first respondent
would be accorded equal recognition in terms of the law. There is no
basis on which to discriminate between
the two spouses. Having regard
to the purpose of the marriage when the unions were concluded, which
the first respondent did not
dispute, as well as the recognised
communal and collective basis recognised in
Gumede,
there is
no reason why the first respondent would hold a more superior
position than the applicant’s mother in the marriage.
Where the
first respondent suggests that she is the spouse of the deceased and
thus is entitled to a child’s portion in the
intestate estate,
this ignores that upon the death of the deceased, there were two
spouses surviving the deceased. Given the circumstances,
the spouses'
portion could not be allocated to one spouse alone. This would
relegate the applicants’ mother’s union
to a status less
than a marriage
solemnised in accordance
with civil rites. This would be contrary to the Constitution and the
purpose of the Act. The first respondent’s
purported civil
marriage certificate was not available at the time of hearing the
matter. A marriage certificate was produced and
filed on caselines
after the parties had finalised submissions. No leave was sought to
receive the marriage certificate as evidence.
The applicant objected
to the reliance placed on the marriage certificate. This highlights
the problems and the extent to which
the first respondent stretches
the matter to lean in her favour not withstanding the legality of the
position.
[17] Whilst the
first respondent does not dispute that the deceased paid lobola for
the applicant's mother in order for them
to be married and notes that
they had four children, she indicates she was required to marry the
deceased when the applicant’s
mother fell ill. She notes that
it was “not an uncommon practice in the Sepedi culture”
and that the marriage took
place with her consent. She too bore four
children. She states that she later married the deceased in terms of
a civil union in
about 1999. But could not produce the marriage
certificate. This was filed on caselines much later. The
marriage certificate
is not relevant as the civil marriage does not
raise the status of the first respondent above that of the
applicant’s mother
and the deceased.
[18] Having regard
to the what I have indicated above, the applicant has made out a case
that there is a
prima facie
right. This is so in that the
applicant’s mother will be deprived of her benefit as a spouse
in view of the position adopted
by the first respondent and is
indicative of a well grounded apprehension of harm. Not only has the
first respondent marginalised
the applicant’s mother but she
has completely discounted her in the estate as though she did not
exist and indicates that
she had wound up the estate with herself,
the first respondent, being the sole surviving spouse entitled to a
child’s portion.
There were two spouses entitled to share in
the spouse's portion if it was a child’s portion. The first
respondent’s
submission is that the estate is wound up and it
is a
fait accompli
and nothing more can be done. Alternately
she submits that the issue is to be dealt with by lodging an
objection with the Master
of the High Court. The Master fo the High
Court was joined in the matter and has not indicated any interest
herein.
[19] The issues
herein relate not only to the estate but crucially encompass an
aspect of gender equality of spouses married
under different marital
regimes. There does not appear to be any valid basis on which
the applicant’s mother could
derive a lesser position as a
spouse in marriage by virtue of her marriage in terms of customary
law than the first respondent’s
marriage in terms of both
customary law and a later civil union.
[20]
Section 50(1)(a)(v) of the Administration of Estates Act provides
that an executor may be removed from office :
“
(v)
if
for any other reason the Court is satisfied that it is undesirable
that he should act as executor of the estate concerned; and”
.
It is evident that the first respondent having indicated that she
displays the particular position she holds that she is the only
spouse of the deceased, is not in a position to hold the position of
the executor where there are conflicts of interest.
It is thus
appropriate for her to be removed or that a coexecutor be appointed
as requested by the applicant.
[21]
The usual order is that costs follow the cause and in this matter it
is appropriate where the applicant has conducted
an opposition in the
manner that is unbecoming of a litigant. The answering affidavit was
filed later. The ground on which the
defence is based was
unsubstantiated and self-serving and the evidence which the first
respondent relied upon was not available.
The first respondent
defence was conducted as one of entitlement throughout.
[22] For the
reasons above, I grant the following order:
1.
The
second respondent shall reconsider the first respondent as the sole
executor of the Estate late,
2. the second respondent
shall consider the Applicant or a suitable alternative person
be appointed as the co-executor of
the estate of the late Mr. F P,
3. The Second
Respondent consider the Applicant as co-executor,
4. First
respondent is hereby interdicted from sub dividing alienating in
anyway or encumbering the immovable properties
pending the
finalization of this application,
5. The first
respondent is hereby interdicted from subdividing alienating or
encumbering the movable properties described
as follows:
5.1
Private cars described in the founding affidavit,
5.2 livestock to the
value of R99,000.00 as described in the inventory,
6. The First
Respondent shall to account to the applicant and the second
respondent in respect of the following:
6.1
any bank account opened in the name of the estate,
6.2
any amount paid into such bank accounts
6.3
any claim launched against the estate
6.4 any Liquidation and
Distribution Accounts submitted by her to the Master of the High
Court as prescribed by section 35 of the
Administration of Estate
Act,
6.5 any funds or income
received by the First Respondent relating to any estate or any
property forming part of the estate,
6.6 any other issues
relating to the estate or any property forming part of the estate.
7. The first
respondent shall pay the costs of the application.
S C MIA
JUDGE OF
THE HIGH COURT OF SOUTH AFRICA
GAUTENG LOCAL
DIVISION, JOHANNESBURG
Appearances:
On
behalf of the applicant :
Adv.
T Mahafha
Instructed by :
Mulisa Mahafha Attorneys
On behalf of the
respondent :
Mr T Thobela
Instructed by :
Nkosi Nkosana Inc
Date of hearing :
30 November 2022
Date of judgment
: 18 August 2023
[1]
[2021] 1 All SA 829 (ECG)
[2]
Gumede
v President v Republic of South Africa and Others
2009 (3) SA 152
(CC)
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