Case Law[2022] ZAGPJHC 561South Africa
Dire v Dire and Others (43142/2018) [2022] ZAGPJHC 561 (17 August 2022)
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## Dire v Dire and Others (43142/2018) [2022] ZAGPJHC 561 (17 August 2022)
Dire v Dire and Others (43142/2018) [2022] ZAGPJHC 561 (17 August 2022)
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sino date 17 August 2022
REPUBLIC
OF SOUTH AFRICA
IN
THE HIGH COURT OF SOUTH AFRICA
GAUTENG
LOCAL DIVISION, JOHANNESBURG
CASE
NO. 43142/2018
REPORTABLE:
NO
OF
INTEREST TO OTHER JUDGES: NO
17/8/2022
In
the matter between:
ZAMUXOLO
MLUNGISI
DIRE
Plaintiff
and
ANGEL
PATRICIA THEMBISILE
DIRE
First Defendant
THE
MASTER OF THE HIGH COURT, JOHANNESBURG
Second Defendant
MBALENLE
THOKOZILE
DIRE
Third Defendant
JUDGMENT
NOCHUMSOHN
(AJ)
1.
This is an action in which the Plaintiff challenges the validity
of
the will of his father, the late Dr Sankubele Godfrey Dire (“the
Deceased”).
2.
The First Defendant is the Plaintiff’s step-mother, to
whom the
Deceased was married.
3.
The Second Defendant is the Master of the High Court, who has
not
opposed these proceedings.
4.
The Third Defendant is the daughter of the First Defendant,
who was
not the biological child of the Deceased, but was adopted by him.
5.
The will in question is a Joint Will, comprising five pages
in total,
purportedly executed by the First Defendant and the Deceased.
6.
The will is disputed upon the grounds that only the signature
purporting to be that of the Deceased, appearing upon pages one to
four thereof, are forged, and are not his authentic signature.
All
signatures appearing on the last and fifth page, are admitted to be
authentic.
7.
The relief sought by the Plaintiff was for:
7.1.
the disputed Joint Will to be declared null and void
ab initio
;
7.2. a
declarator that the Deceased died intestate;
7.3.
the First Defendant to be disqualified as the executrix of the
Deceased’s estate;
7.4.
the First Defendant to be disqualified as a beneficiary of the estate
of the Deceased.
8.
The action has its roots in the Opposed Motion Court. The relief
was
initially sought by way of Motion Proceedings, on affidavit. An
Opposed Motion was argued and referred to this Trial Court.
The
relief from such motion proceedings ultimately morphed into the
relief described in paragraph 7 above, in accordance with the
amended
declaration filed by the Plaintiff.
9.
At the commencement of these proceedings, I pointed out to counsel
for the Plaintiff, Mr F Tugwana, that the relief in 7.2 above was
incongruous with the relief sought in 7.4 above, inasmuch as
if I
were to find that the Deceased died intestate, then the First
Defendant, as his surviving spouse, would be entitled to the
greater
of a child’s share, or the sum of R250 000.00, in accordance
with the
Intestate Succession Act 81 of 1987
.
10.
In response, Mr Tugwana supported such relief, upon the maxim “
de
bloedige hand erft niet”.
When I pointed out that it was
not the Plaintiff’s pleaded case that the First Defendant had
murdered the Deceased, Mr Tugwana:
10.1. agreed;
10.2. advised that the
Plaintiff would not pursue any such suggestion; and
10.3. abandoned the
relief sought for an order disentitling the First Defendant to
participate as a beneficiary.
11.
Various Special Pleas were raised in the pleadings, none of which
were fully
dispositive of the action, and all of which required the
leading of evidence to prove. Therefore, I did not hear argument on
the
Special Pleas at the commencement of the proceedings.
12.
In terms of the Joint Practice Note filed of record on 08 August
2022, the following
salient facts were recorded as being common cause
between the parties:
12.1. The disputed Joint
Will is dated 04 September 2006;
12.2. The Antenuptial
Contract between the First Defendant and the Deceased was concluded
on 04 September 2006;
12.3. The Deceased and
the First Defendant were married to one another, out of community of
property, on 9 September 2006;
12.4. The Deceased’s
mother, Deseko Elizabeth Dire, died on 13 March 2018;
12.5. The Deceased died
on 30 June 2018, under suspicious circumstances, with his cause of
death remaining under investigation;
12.6. On 23 August 2018,
the First Defendant was appointed by the Second Defendant, as the
executrix in the estate of the Deceased,
under Letters of
Executorship number 018607/2018;
12.7. The font and font
sizes of the typing on pages one to five of the disputed Joint Will
are the same;
12.8. Attorney,
Conveyancer and Notary, Ms Bernadette Arlow, of the firm Kuilman,
Mundell, Arlow, (“Arlow”) signed pages
one to four of the
disputed Joint Will as a witness;
12.9. Arlow’s
receptionist, Ms Shantie Arokiam (“Arokiam”) signed pages
one to four of the disputed Joint Will,
as a witness;
12.10.
The First Defendant signed pages one to four
of the disputed Joint
Will as the Testatrix;
12.11.
The signatures which appear on page five of
the disputed Joint Will
are:
12.11.1.
the authentic signature of the Deceased, who signed
as the Testator;
12.11.2.
the authentic signature of the First Defendant,
who signed as the
Testatrix;
12.11.3.
the authentic signature of Arlow, who signed as
a witness;
12.11.4.
the authentic signature of Arokiam, who signed as
a witness.
12.12.
It is unknown to the Plaintiff, when, by whom,
where and how the
Deceased’s signature was allegedly forged on the disputed Joint
Will.
13.
At the commencement of the proceedings, I queried the wording,
meaning and import
of the said Joint Practice Note with Mr Tugwana.
In paragraphs 9.18 to 9.20 inclusive, it is recorded that Arlow,
Arokiam and the
First Defendant had signed pages one to four of the
disputed Joint Will. Curiously, the Practice Note records that the
signatures
which appear on page five of the disputed Joint Will are
the authentic signatures of the Deceased, the First Defendant, Arlow
and
Arokiam.
14.
I clarified with Mr Tugwana that the signatures of the First
Defendant, Arlow,
and Arokiam, on pages one to four of the disputed
Joint Will are indeed their authentic signatures.
15.
To the extent that there was any doubt, from a reading of the signed
Joint Practice
Note, this concession was clearly made by Mr Tugwana
in response to the court’s questions.
16.
In the result, it became common cause at the commencement of the
proceedings
that:
16.1. the signatures of
the First Defendant, Arlow and Arokiam, are indeed their authentic
signatures on all five pages of the disputed
Joint Will; and
16.2. the signature of
the Deceased upon page five, is the authentic signature of the
Deceased, whereas the signature purporting
to be that of the Deceased
on pages one to four, inclusive, remained disputed.
17.
As such, the only issue for determination was whether or not the
signature purporting
to be that of the Deceased on pages one to four
inclusive, were in fact the signatures of the Deceased.
18.
The Plaintiff called Ms Lourika Buckley (“Buckley”), in
her capacity
as an expert forensic handwriting examiner. An Expert
Notice in respect of Buckley had been delivered, to which was
attached her
Report dated 17 October 2018.
19.
Buckley took the court through her report during the course of her
evidence.
She explained that the five pages of the disputed Joint
Will comprised the questioned document and that she had been
furnished
with thirteen examples of the Deceased’s authentic
signature.
20.
In her report, she referred to the purported signatures of the
Deceased on all
five pages of the disputed Will as “
Q1
”
to “
Q5
”.
21.
Conversely, she referred to the thirteen authentic examples of the
Deceased’s
signature as “
ST1
” to “
ST13
”.
Pertinent to note: only three of the thirteen authentic examples were
originals being “
ST3
”, “
ST4”
and “
ST13
”, whereas the remaining examples were
all photocopies.
22.
Furthermore, only three of the known authentic examples, comprising
“
ST5
”, “
ST6
” and “
ST7
”,
being the Antenuptial Contract between the deceased and the First
Defendant, were signed contemporaneously or at approximately
the same
time as the disputed Will. In this regard, “
ST1
”
and “
ST2
” were signed twelve years before the
disputed Will. “
ST3
” and “
ST4
”
were signed more than three years prior to the disputed Will and
“
ST8
” was signed on 10 October 2017, some twelve
years after the date of the disputed Will.
23.
In her report, Buckley describes “
ST3
” and “
ST4
”
as pages four and six of certain medical and general recruitment
services document dated 22 October 2002. Under cross-examination,
such document was shown to her (CaseLines 050/11), from which it is
apparent that the two pages are pages one and two of the same
document. They are not pages four and six as erroneously reflected in
the Report.
24.
When pressed on this under cross-examination, Buckley suggested that
the descriptions
of pages four and six must be an error. Furthermore,
in her Report, Buckley described “
ST13”
as page
nine of a SAPS form J59 dated 10 May 2018. She was pressed
extensively on this description, under cross-examination and
was
given a blank J59 form, which was handed up as exhibit five which
demonstrates that a J59 is no more than a standard form for
an
application for a protection order under
Section 2(1)
of the
Protection from Harassment Act 17 of 2011. It is not a SAPS form and
is not in any way connected to the police.
25.
Buckley refused to make this concession, that she had erroneously
described
“
ST13”
as emanating from a SAPS form,
even though this much was blatantly obvious and proved by way of
reference to exhibit five. These
errors do not bode well, in an
expert report from a forensic handwriting examiner who concluded that
the disputed signatures of
the Deceased on pages one to four of the
disputed Will were not the authentic signatures of the Deceased. In
such an important
report, coming from a witness who professes to be
an expert in her field, any court would at least expect precision and
accuracy
in her description of the source documents from which the
known authentic signatures emanate. Such precision and accuracy was
clearly
lacking.
26.
In her evidence in chief, Buckley testified that her testimony on
findings had
been accepted by the High Courts of Zimbabwe, Lesotho
and South Africa. When pressed under cross-examination, she testified
that
she had provided expert evidence in some six to seven cases
since 2015. Mr Carelse for the First and Third Defendants, handed up
as exhibit four, the judgment of Vally J in
Twine v Naidoo 2017
JDR 1732 GJ
and asked Buckley to read extracts from paragraphs
14, 15, 18, 20 and 22 of such Judgment.
27.
From such extracts, it is clear that Buckley had testified as an
expert in such
matter and the Honourable Vally J made the following
remarks:
27.1. At paragraph 15:
“
These, she said, led her to the conclusion that the
deceased had signed the 2011 Will but not the 2014 Will. After being
questioned
by myself she admitted that she had no basis for baldly
asserting that the deceased had signed the 2011 Will but not the 2014
Will.
She had no basis to say which Will he did sign and which he did
not, or even whether he signed any of the two Wills.”
27.2. At paragraph 16:
“
At the conclusion of her evidence, it became clear that the
2014 Will was not signed by the deceased was tailored to suit the
plaintiff’s
case. I will say more of this in a moment.”
27.3. At paragraph 20.
“
The evidence of Buckley unfortunately did not meet many of
the requirements set out in 18 above for it be accepted and for her
to
be qualified as an expert. Most importantly, it has to be said,
she failed to extricate herself from the case of the plaintiffs
to
the point where she became an advocate for their case. As a result,
she lost the degree of independence required of an expert
witness who
provides the court with an unbiased opinion. She determinedly
asserted that the deceased had signed the 2011 Will but
not that of
2014, which was exactly what the plaintiffs required, and set out to
prove. Her assertion, however, was not factually
grounded.”
27.4. At paragraph 22:
“
It was Buckley’s inability or unwillingness to
acknowledge this that stained her testimony so badly that it became
valueless.
In the result I have come to the conclusion that she has
to be disqualified as an expert and her testimony is to be
disregarded.”
28.
The remarks of the Honourable Vally J in relation to this same
“
expert”
are damning, to say the very least. I
found,
in casu
, her Report to be inaccurate, inarticulate and
her testimony to be vague, disjointed, haphazard, unconvincing and
unhelpful. As
was the case in the matter before Vally J, she too had
been hired by the Plaintiff, paid by the Plaintiff and could not
motivate
her findings with any degree of certainty, such so as to
meet the requirements set out by Vally J in
Twine
supra.
Such requirements embrace the following principles:
28.1. The admission of
expert evidence should be guarded, as it is open to abuse;
28.2. An expert must
prove his or her credentials in order for her opinion to be admitted;
28.3. The expert
testimony should be introduced only if reliable and can assist the
court in understanding a scientific or technical
issue or in
establishing a fact by directly or by using inferential as opposed to
speculative reasoning. Testimony that falls outside
the scope of
either is superfluous.
28.4. The expert should
bring specialised knowledge to the court based on experience,
training or study, substantially based upon
specialised knowledge;
28.5. The expert witness
must present their testimony with clarity and precision and must
avoid obfuscation and vagueness;
28.6. The expert witness
should provide any evidence outside her report if asked to do so by
the court.
29.
Clearly Buckley in the case
in casu
did not meet these
requirements. Neither her report nor her
viva voce
evidence
was in any way precise or accurate. She could not help, guide or
assist the court in any way in relation to crucial questions
put to
her.
30.
She was reminded that it was common cause between the parties that
the signatures
of the two witnesses - Arlow and Arokiam - as well as
that of the First Defendant as testatrix, were admitted to be the
authentic
original signatures on pages one to five of the disputed
document, throughout.
31.
As she had testified to have inspected the original Will at the
office of the
Second Defendant, she was asked if it was possible for
the signature of the Deceased on pages one to four to have been
removed
from the original document and replaced with a forgery. She
persistently clung to the view that this was possible and was doable
but could not explain in a satisfactory manner how this could take
place upon the original document, if the given common cause
facts
were true i.e., that the signatures of both witnesses and the First
Defendant were authentic on all five pages of the document.
32.
Other than to concede the supposition that Arlow, Arokiam and the
First Defendant
could have, in consort with one another, fraudulently
re-signed pages one to four at a time after the original signature of
the
Will by the Deceased and the First Defendant, she could not give
any plausible answers.
33.
She testified that pictorially, the signatures of the Deceased on
pages one
to five of the disputed Joint Will, were all different to
the naked eye. When I suggested to her that the same position applies
to some of the standard signatures, and in particular “
ST3
”
and “
ST4
”, she would not make such concession,
notwithstanding that the pictorial differences are glaringly obvious.
34.
In his cross-examination, Mr Carelse produced certain extracts of
Ordway Hilton’s
book, “
Scientific Examination of
Questioned Documents
” (which was handed up as exhibit 6)
and referred Ms Buckley to various extracts thereof, one of which, at
page 300, reads:
“
With many
problems, ten or twenty signatures should constitute an adequate
sample, but there are certain numbers of cases that may
require
thirty, forty or even more signatures in order to accurately reveal
the writer’s habits, ability and range of variation.”
Curiously,
Buckley was content with only thirteen standard examples, only three
of which were contemporaneous and only three of
which were the
original signatures of the Deceased. One would have thought, in the
light of the quoted authority, that given the
obvious pictorial
differences both in the disputed documents and the standard examples,
that many more samples would have been
required in order to speak
with any degree of certainty to the Deceased’s habits, ability
and range of variation.
35.
It was pointed out further at Page 302 of such works that:
“
In collecting
signature standards one must consider the use for which each specimen
was written.”
36.
Buckley testified that all of the standard examples had been applied
and used
formally, but when questioned, it was demonstrated that at
least one of the thirteen was no more than a credit card slip, which
could not be considered to be a formal document. She was not prepared
to make this concession under cross-examination.
37.
There were various charts attached to Buckley’s expert report.
The charts
contained enlarged images of the questioned signatures and
the standard signatures. Chart 5 at CaseLines (053-149) reflects a
comparison
between “
Q5
” and “
ST3
”.
In the course of cross-examination, Buckley revealed that the image
pertaining to “
ST3
”, as reflected on Chart 5 was
not “
ST3
” but in fact “
ST7
”.
38.
She ascribed this to a typographical error. Whilst this might have
been a typographical
error, its import and effect is highly
misleading upon the reader. The differences between “
ST3
”
and “
ST7
” are material. “
ST3
”
was an original authentic version of the Deceased’s signature,
signed by him on 22 October 2002 (some four years prior
to the date
of the disputed Will), whereas “
ST7
” was, in
Buckley’s words upon her Report, a “
poor copy”
of page 3 of the Antenuptial Contract dated 04 September 2006,
the same date as that of the Will.
39.
This level of accuracy falls far short of the exacting standards
required of
a professional handwriting expert, whose function is to
reliably opine upon the subject matter spoken to and guide a court
accordingly.
40.
In the course of her cross-examination, Buckley was asked the
specific question
if she knew that the Plaintiff had disputed the
signature of the Deceased in the disputed Will. Her response was that
she did not.
She had received an instruction to examine the document.
41.
Mr Carelse put to her in cross-examination, the letter from the
Plaintiff’s
attorney dated 20 September 2018, being her letter
of instruction, which served to inform her of the Plaintiff’s
position.
An extract of such letter was put to her, which reads:
“
Our client is
of a view that the latter Will being the 2006 Will is fraudulent as
the signature from a layman’s point differs
from the testator’s
normal signatures.”
She
still persisted in her refusal to concede that she was aware of the
nature of the dispute, prior to the examination of her document.
42.
It was clear from the foregoing correspondence that Buckley had been
told upfront
that the signature of the deceased was disputed. This
was the only signature that she was mandated to examine and comment
upon.
She ignored the signatures of the First Defendant, Arlow and
Arokiam, throughout the document. She knew that her function was to
compose an expert report, in order to guide and advise upon the
authenticity of a Will. One would have expected her to have called
for the widening of the scope of her mandate, to include an
examination and commentary upon the signatures of the First Defendant
and the said two witnesses.
43.
The submission of an “expert report” and offering of
“expert
testimony” where one endeavours to guide the
court into accepting a version to the effect that the Deceased’s
signature
is a forgery, falls far short of the standards required, in
an environment where no attempt has been made to look at or comment
upon the remaining signatures upon the disputed document.
44.
For all of the above reasons, the evidence of Buckley falls to be
rejected in
its entirety.
45.
The Plaintiff himself testified. In his evidence in chief, he
informed the court
that he enjoyed a good relationship with his
father, he had lived with his father for some time and his father had
discussed certain
policies with him. They briefly discussed two
houses.
46.
He testified that he had no issues with his stepmother, the First
Defendant,
until after the death of his father. He approached his
stepmother to ask about the estate. He, in his words, could not get
clear
answers and was sent from “pillar to post”.
Sometime later, the First Defendant reverted to him when they
attended
a meeting at a law firm near the Wanderers - Combrink Inc.
It was at this meeting that he discovered the existence of the
disputed
Will. He could not accept that his father would have left
his side of the family out of his Will and he therefore approached
his
attorneys.
47.
He testified that his stepmother, during the grieving period, had
done something
“to cook the Will”. He testified further
that this has created divisions in the family.
48.
He was asked in chief how he thought the Joint Will was constructed.
His response
was he did not think that it reflected his father’s
wishes. He thought that there had been foul play by the law firm,
colluding
with the First Defendant in tampering with the pages. He
testified further in chief that the Deceased had been poisoned, but
this
could not be proved as certain body parts which were utilised
for the autopsy went missing. In cross examination, the Plaintiff
did
say that he was not taking the First Defendant to court, but rather
was taking the disputed will to court.
49.
The Plaintiff answered all questions openly and honestly. When it was
put to
him that the First Defendant was a businesswoman and as such
was not financially dependent upon the Deceased, he went into great
detail explaining how the two had been financially dependant upon one
another from time to time, within the duration of their marriage.
50.
Whilst the Plaintiff’s evidence was truthful and sincere, he
added no
value to his own case. The summary of his evidence was that
he believed that his father would not have disinherited him and his
two sisters, all of whom were born out of wedlock from different
mothers. In his mind, the will of the Deceased was incongruous
to
what he believed would have been the true intention of the Deceased.
He came to court with nothing more than a blind placing
of reliance,
faith and belief upon two facts,
viz
:
50.1. Pictorially, the
signatures of the Deceased upon the disputed will, all differed from
one another, to the naked eye;
50.2. Buckley had advised
that the signature of the Deceased on pages one to four were a
forgery.
51.
Against this belief of the Plaintiff, there was not a single shred of
evidence
tendered by him or anyone on his behalf, to support his
contention that the signature of the Deceased had been forged.
Proving
any such alleged forgery, in the context of the common cause
facts, entailed the need to prove that Arlow, Arokiam and the First
Defendant must have fraudulently re-signed pages one to four of the
disputed will. Not only was this not the Plaintiff’s
pleaded
case, but there was no evidence at all to support any such
contention.
52.
Both Arlow and Arokiam testified for the defence. They both
unequivocally confirmed
their respective signatures upon each page of
the disputed will. Arlow confirmed that the Will accorded with her
instructions,
as it was written. She also testified that the signed
document accorded with the latest version on her firm’s server,
when
she checked in 2019, at the time that she signed a confirmatory
affidavit in the motion proceedings. They both testified to being
present as witnesses when both the Deceased and the First Defendant
signed the Will. Thus, there was compliance with the Wills
Act, which
requires that a will is to be signed before two witnesses, all being
in the presence of one another at the same time.
53.
I was most impressed with the evidence of both Arlow and Arokiam.
They both
were quite genuine, straightforward and sincere. They were
unshaken in cross-examination. Their evidence was factual and
completely
believable.
54.
They were both asked if either had ever been called upon to re-sign
pages one
to four of the disputed document, to which they both
responded with a firm “NO”.
55.
Arlow testified that she is an attorney, notary public and
conveyancer. She
practiced at the time in the firm Kuilman, Mundell
and Arlow. I specifically asked if she was in good standing. She
testified that
she had not faced disciplinary proceedings in her
entire career and was in good standing. It was clear to me that her
interest
in this matter was no more than of a professional nature, in
having undertaken both an Antenuptial contract and a will for the
Deceased and First Defendant. I was left without any doubt that
neither Arlow, an officer of the court, nor Arokiam, had participated
in any forgery of the disputed will. Quite on the contrary, their
evidence distilled in my mind that the disputed Will had been
validly
executed in accordance with the legislated procedures, leaving no
room for any speculation, suspicion or belief to the
contrary.
56.
I had asked Arlow if anyone had ever asked to retrieve her original
protocol
copy of the antenuptial contract which had been executed
before her, contemporaneously with the signing of the will. She
responded
with a firm “NO”. This document could quite
easily have been retrieved, which would have armed Buckley with an
additional
three original contemporaneous signatures of the Deceased,
rather than to have left her with, in her words, “poor copies”.
57.
More disturbingly, and in closing argument Mr Carelse pointed out to
me that
during the adjournment on 16 August 2022, he had seen the
original Disputed Will in the possession of the opposition. I
immediately
raised this with Mr Tugwana, who handed the document
up to me for inspection at the close of the trial. He said that his
instructing
attorney had obtained it from the Second Defendant on
that very morning, the second day of the trial (16 August 2022), the
day
after Buckley testified. It would have assisted the Court had
this document come to light during Buckley’s testimony, as she
could have spoken more accurately to the possibility of the
deceased’s signature having been potentially tampered with,
armed with the original in front of her.
58.
In the judgement of
Lewitt v Froud NO 2012 JDR 1927 (GNP)
,
the summary relating to evidence states:
“
Summary
Evidence –
Expert evidence – Evaluation of – Where
handwriting expert testifying testator’s signature on will
forgery –
Such finding necessarily impugning evidence of
witness who had testified that will signed in his presence – In
order to rely
on evidence of expert witness, court must be able to
reject such witnesses’ evidence as so improbable that its
reliability
and credibility were impugned – In casu, that not
being the case, expert evidence not displacing such witnesses
evidence.”
59.
More specifically, paragraph 54 of Lewitt
supra
reads:
“
54.
I respectfully agree with the approach expressed in these cases. In
my view it matters not what the particular discipline
is that an
expert is testifying about. Consequently, in order to rely on the
evidence of Me Grandin, in the circumstances of this
case, the court
must be able to find that there was no reasonable possibility that Mr
Ehlers was telling the truth. In order to
do so the court must be
able to find that his version was so improbable that its very
credibility and reliability were impugned.
Furthermore, in order to
succeed, the court would also have to find that Mr Ehlers had been
party to a fraud. A court will not
infer fraud and dishonesty
lightly, and will more particularly not do so if the person alleged
to have perpetrated the fraud, is
an officer of the court.”
60.
In Lewitt
supra
, Grandin was the expert and Ehlers was an
attorney. The principles are very straightforward. Unless one can
find that,
in casu
, Arlow, Arokiam and the First Defendant had
committed fraud, the evidence of the expert is to be disregarded.
Arlow is an officer
of the court. Not just any officer, but a Notary
Public, whose evidence was unblemished. She and Arokiam gave a
first-hand account
of the very document having been signed in front
of them by both the Deceased and the First Defendant. Even if
Buckley’s
evidence had been credible, and it was not, Buckley’s
evidence must give way to the first-hand account of the events
testified
to by both Arlow and Arokiam.
61.
In the circumstances, the Plaintiff has not proved a case for the
very first
leg of the relief sought. He is not entitled to an order
setting aside the joint will. Thus, there is no reason to consider
the
remainder of the relief, or any of the special pleas.
62.
On the day following the hearing, Mr Carelse sent an email to my
Registrar,
copied to his opponents, drawing to my attention that an
interdict had been granted on or about 14 August 2019, restraining
the
First Defendant from dealing with the assets of the estate of the
Deceased. From an examination of Caselines, such interdict had
been
granted by the Honourable Dippenaar J on 04 April 2019 (Caselines
074-4). Whilst such interdict was not expressed to have
been interim,
the intention could only have been for such interdict to remain
operative, pending the outcome of this action. Hence,
I am inclined
to discharge such interdict. Moreover, the Plaintiff would no longer
have any interest in the relief granted thereunder.
63.
Mr Carelse called for a punitive costs order against the Plaintiff,
upon the
basis that he had litigated recklessly, well-knowing that he
could not prove his case.
64.
Whilst courts should express their displeasure at frivolous and
ill-considered
litigation, a costs order is discretionary and I am
not inclined to visit the Plaintiff with a punitive order, as he had
clearly
acted upon legal advice received. If that advice was
ill-conceived, I find it difficult to punish the Plaintiff in
circumstances
where he demonstrated a genuine belief in his case.
65.
Accordingly, I make the following order:
65.1. The action is
dismissed;
65.2. The interdict
granted by the Honourable Dippenaar J of 04 April 2019, is hereby
discharged.
65.3. The Plaintiff is to
bear the taxed costs of the First and Third Defendant, on the scale
as between party and party.
NOCHUMSOHN,
G
ACTING
JUDGE OF THE HIGH COURT
On
behalf of Plaintiff:
Advocate F Tugwana
E-mail:
ftugwana@gmail.com
Instructed
by:
Maphapha Attorneys
Per:
Mr L Nkgweng
Email:
rudzani3@maphaaattorneys.co.za
On
behalf of the First and Third Defendants:
Advocate Chris Carelse
E-mail:
carelse@law.co.za
Instructed
by:
Derrocks Attorneys
Per:
Mr V Derrocks
E-mail:
vernol@derrocks.co.za
Date
of Hearing:
15 and 16 August 2022
Date
of Judgment:
17 August 2022
This
judgment was authored by Nochumsohn AJ and is handed down
electronically by circulation to the parties / their legal
representatives,
by email, and uploading to the electronic file of
this matter on Caselines. The date of this Judgment is deemed to be
17 August
2022.
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