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South Africa Judgment

North Gauteng High Court, Pretoria

Afriforum NPC and Others v Van Der Walt and Others (54318/2021) [2024] ZAGPPHC 203 (12 March 2024)

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Source document

01

Holding and result

The application for leave to appeal is dismissed on the basis that the sixth and seventh applicants lack locus standi, as they are not acting on behalf of the Trust and are not beneficiaries. This procedural defect is dispositive of the application. The court also addressed the grounds of appeal, finding that the applicants' challenge to the findings regarding their conduct and the timing of trustee powers was not supported by the facts. The declaratory relief and costs order granted in the main judgment remain unaffected.

Court disposition

Application for leave to appeal dismissed with costs against the sixth and seventh applicants in their personal capacity.

Orders

  • The application for leave to appeal is dismissed.
  • The sixth and seventh applicants are to carry the costs in their personal capacity as they are not acting on behalf of the Trust.

02

Material facts

Parties

Afriforum NPC

Applicant

Solidarity Trade Union

Applicant

Joyce Kathryn Jansen Van Rensburg

Applicant

Ijay Van Der Walt

Applicant

Babsie Sharon Kruger

Applicant

Ignatius Johannes Du Preez N.O.

Applicant

Marius Wynand Schoeman N.O.

Applicant Counsel: Adv. Q. Pelser SC

Frederick Johannes Van Der Walt

Respondent Counsel: Adv. A. Coertze

Ignatius Johannes Van Der Walt

Respondent

Engela Carolina Nel

Respondent

The Master of the High Court, Pretoria

Respondent

Willem Francois Bouwer

Respondent

Willem Andries Filmalter

Respondent

03

Procedural history

  1. Posture

    Leave to Appeal / Application for Leave to Appeal Against Declaratory and Costs Orders

04

Questions and positions

Legal issues

Party arguments

Applicant
The sixth and seventh applicants, as co-trustees, seek leave to appeal only against the granting of prayers 4 and 5 of the judgment and the costs order. They contend that the findings regarding their conduct and the removal of the first respondent as trustee were incorrect, and challenge the conclusion that a trustee's powers cannot be executed at this juncture due to the absence of trust assets.
Respondent
The first respondent opposes the application, raising two points in limine. He argues that the sixth and seventh applicants lack locus standi as they are not acting on behalf of the Trust and are not beneficiaries. Therefore, they are not entitled to bring the application for leave to appeal. He further submits that the grounds of appeal are unfounded and that the original judgment should stand.

05

Court’s reasoning

  1. 01

    Ras NO and Others v Van der Meulen and Another (635/09) [2010] ZASCA 163; 2011 (4) SA 17 (SCA) (1 December 2010)

    Applicants who are not acting on behalf of the Trust and are not beneficiaries lack locus standi to bring an application for leave to appeal.

  2. 02

    Afriforum NPC and Others v Van Der Walt and Others (54318/2021) [2024] ZAGPPHC 203

    Declaratory relief regarding trustee removal must be in the best interests of the Trust.

06

Ratio, limits and disposition

Ratio decidendi

The application for leave to appeal is dismissed on the basis that the sixth and seventh applicants lack locus standi, as they are not acting on behalf of the Trust and are not beneficiaries. This procedural defect is dispositive of the application. The court also addressed the grounds of appeal, finding that the applicants' challenge to the findings regarding their conduct and the timing of trustee powers was not supported by the facts. The declaratory relief and costs order granted in the main judgment remain unaffected.

Obiter and limits

  • The court noted that the use of the word 'ulterior' in the grounds of appeal was incorrect, as it was not recorded in the original judgment.
  • The purpose of the meeting referenced in the papers was not Trust business but related to the administration of the estate.
  • Trustee powers cannot be executed until trust assets have been transferred to the Trust.

Court disposition

Application for leave to appeal dismissed with costs against the sixth and seventh applicants in their personal capacity.

  • The application for leave to appeal is dismissed.
  • The sixth and seventh applicants are to carry the costs in their personal capacity as they are not acting on behalf of the Trust.

Source and reliance status

North Gauteng High Court, Pretoria

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Judgment text

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Source document

North Gauteng High Court, Pretoria

Judgment

[2024] ZAGPPHC 203

SAFLII Note: Certain personal/private details of parties or witnesses have been redacted from this document in compliance with the law and SAFLII Policy

IN

THE HIGH COURT OF SOUTH AFRICA

(GAUTENG DIVISION, PRETORIA)

Case Number: 54318/2021

REPORTABLE

OF

INTEREST TO OTHER JUDGES

REVISED

DATE:12/03/2024

In the matter between:

AFRIFORUM

NPC

First Applicant

SOLIDARITY

TRADE

UNION

Second Applicant

JOYCE

KATHRYN JANSEN VAN

RENSBURG

Third Applicant

(ID: 5[...])

IJAY

VAN DER

WALT

Fourth Applicant

(ID: 9[...])

BABSIE

SHARON KRUGER

Fifth Applicant

(ID: 7[...])

IGNATIUS JOHANNES DU PREEZ N.O. Sixth

Applicant

(ID: 6[…])

MARIUS WYNAND SCHOEMAN N.O.

Seventh Applicant

And

FREDERICK

JOHANNES VAN DER WALT First Respondent

IGNATIUS

JOHANNES VAN DER WALT

Second Respondent

ENGELA

CAROLINA

NEL

Third Respondent

THE MASTER OF THE HIGH COURT, PRETORIA

Fourth Respondent

WILLEM

FRANCOIS

BOUWER

Fifth Respondent

(ID: 5[…])

WILLEM

ANDRIES

FILMALTER

Sixth Respondent

This judgment was prepared and authored by the Judge whose name is reflected and is handed down electronically by circulation to the Parties/their legal representatives by email and by uploading it to the electronic file of this matter on CaseLines. The date for handing down is deemed to be 12 March 2024.

JUDGMENT:

APPLICATION FOR LEAVE TO APPEAL

POTTERILL J

[1] The sixth and seventh applicants, two of the trustees of the Trust, are seeking leave to appeal against only the granting of prayers 4 and 5 of the judgment as well as the costs order of the judgment dated 16 January 2024. Prayers 4 and 5 related to declaratory relief to the effect that the removal of the first respondent as a trustee is in the best interests of the Trust and consequently the first respondent is to be removed as trustee.

[2] The first respondent opposes this application and raised two points in limine.

The sixth and seventh applicants are cited in their capacity as co-trustees of the Trust. Counsel for these applicants submitted that indeed they are not acting on behalf of the Trust. As it is common cause that they are not beneficiaries to the Trust

they do not have locus standi.[1]

[3] On this basis alone the application for leave to appeal must be dismissed.

[4] I do however feel compelled to address some of the other appeal grounds. It was conceded that paragraph 4 of the grounds of appeal incorrectly use the word “ulterior” as there was no recording of such word in my judgment. The ground is that I blemished the two applicants by finding that they interrogated the first respondent pertaining to the administration of the estate. This finding was based on issues ventilated in the papers; i.e. the minute of the meeting reflecting that one of the two agenda items was to obtain feedback from the first respondent in his capacity as executor. On this common cause fact the purpose of the meeting was not Trust business, but the administration of the estate

business.

[5] A ground of appeal is against the finding that at “this juncture a trustee’s powers cannot be executed.” It is common cause that the trustees have been appointed, but there are no trust assets yet transferred to the Trust. The seventh applicant himself opined that a Trust meeting will only be convened “as soon as there is a decision on the settlement of the estate as the Trust could not function until the assets has been transferred to the Trust.”

[6] For the other grounds of appeal the findings and ratio for the findings are deferred to as in my judgment.

[7] The application for leave to appeal is dismissed. The sixth and seventh applicants are to carry the costs, in their personal capacity as they are not acting on behalf of the Trust.

S.

POTTERILL

JUDGE

OF THE HIGH COURT

CASE NO: 54318/2021

FOR THE 6th and 7th APPLICANTS: ADV. Q.

PELSER SC

INSTRUCTED BY: Hurter Spies Incorporated

FOR THE 1ST RESPONDENT: ADV. A. COERTZE

INSTRUCTED BY: WF Bouwer Attorneys

HEARD ON: 8 March 2024

DATE OF JUDGMENT: 12 March 2024

[1] Ras NO and O]hers v Van der Meulen and Another (635/09) [2010] ZASCA 163; 2011 (4) SA 17 (SCA) (1 December 2010)

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Ras NO and Others v Van der Meulen and Another (635/09) [2010] ZASCA 163; 2011 (4) SA 17 (SCA) (1 December 2010)

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