J.T.M v Estate Late M.G.M and Others (6427/2020) [2023] ZALMPPHC 10 (13 March 2023)
- Citation
- [2023] ZALMPPHC 10
- Status
- Judgment
- Jurisdiction
- South Africa
- Court
- Limpopo High Court, Polokwane
- Panel
- Mthimkulu S
- Case number
- 6427/2020
More details
- Court
- Limpopo High Court, Polokwane
- Panel
- Mthimkulu S
- Case number
- 6427/2020
On this page
Professional case brief
Research organized from the available case record
01
Holding and result
The court found that the joint estate between the applicant and the deceased was never divided following the divorce, despite a clear order to do so. The 2nd respondent, as executor, failed to comply with the divorce order and improperly distributed the estate. The Master of the High Court also finalized the estate without ensuring compliance with the divorce order. The court held that the applicant is entitled to the appointment of a liquidator/receiver to realize and divide the joint estate, access pension records, and have the estate file reopened. Punitive costs are warranted against the Master for allowing improper distribution under these circumstances.
Court disposition
Application granted as prayed for in the notice of motion.
Orders
- A liquidator/receiver is appointed to realize and divide the joint estate of the applicant and the first respondent.
- The 4th respondent is ordered to provide records of pension contributions from date of marriage to date of divorce.
- The 3rd respondent's finalization of the estate file is set aside and the file is to be reopened for proper division.
- Any difference in distribution is to be borne by the 3rd respondent as a punitive measure.
- Costs of suit are awarded against the 2nd and 3rd respondents.
02
Material facts
Parties
M[...] J[...] T[...]
Applicant Counsel: Adv. MalulekaEstate Late M[...] G[...] M[...]
RespondentMathebula Rhulani Bridgette
Respondent Counsel: Adv. T.P MatlalaThe Master of the High Court Polokwane
RespondentGovernment Employee Pension Fund
Respondent03
Procedural history
Posture
Urgent Application / Application for Appointment of Liquidator/receiver and Related Relief
04
Questions and positions
Legal issues
- 01
Whether the joint estate between the applicant and the deceased was properly divided following the divorce.
- 02
Whether a liquidator/receiver should be appointed to realize and divide the joint estate.
- 03
Whether the 2nd respondent, as executor, complied with the divorce order in distributing the estate.
- 04
Whether the Master of the High Court's finalization of the estate should be set aside.
- 05
Whether punitive costs should be awarded against the 3rd respondent for improper distribution.
Party arguments
- Applicant
- The applicant contends that after the divorce, the joint estate was never divided as ordered by the court. She asserts that her attempts to enforce the division were unsuccessful and that the 2nd respondent, as executor, failed to prioritize her claim before distributing the deceased's estate. The applicant seeks the appointment of a liquidator/receiver to realize and divide the joint estate and requests access to pension records to facilitate proper division.
- Respondent
- The 2nd respondent raised preliminary points in limine, arguing that the application should fail on procedural grounds. However, the court found these points did not address the substance of the dispute and dismissed them. The 2nd respondent did not provide substantive justification for the distribution of the estate contrary to the divorce order.
05
Court’s reasoning
Legal principles
- 01
Administration of Estates Act, section 35
An executor must comply with court orders regarding the division of joint estates following divorce.
- 02
Administration of Estates Act, section 50
Where an executor fails to comply with statutory duties or court orders, the court may invoke further statutory remedies.
06
Ratio, limits and disposition
Ratio decidendi
The court found that the joint estate between the applicant and the deceased was never divided following the divorce, despite a clear order to do so. The 2nd respondent, as executor, failed to comply with the divorce order and improperly distributed the estate. The Master of the High Court also finalized the estate without ensuring compliance with the divorce order. The court held that the applicant is entitled to the appointment of a liquidator/receiver to realize and divide the joint estate, access pension records, and have the estate file reopened. Punitive costs are warranted against the Master for allowing improper distribution under these circumstances.
Obiter and limits
- Points in limine raised by the 2nd respondent were dismissed as they did not address the core issues.
- The court emphasized the importance of compliance with divorce orders in estate administration.
- The unique circumstances of this case justify punitive costs against the Master of the High Court.
Court disposition
Application granted as prayed for in the notice of motion.
- A liquidator/receiver is appointed to realize and divide the joint estate of the applicant and the first respondent.
- The 4th respondent is ordered to provide records of pension contributions from date of marriage to date of divorce.
- The 3rd respondent's finalization of the estate file is set aside and the file is to be reopened for proper division.
- Any difference in distribution is to be borne by the 3rd respondent as a punitive measure.
- Costs of suit are awarded against the 2nd and 3rd respondents.
Source and reliance status
Limpopo High Court, Polokwane
This page organises the available record for research. Confirm quotations, current status, and subsequent treatment against the official source before relying on the case.
Judgment reading view
Judgment text
The complete available source text.
Limpopo High Court, Polokwane
Judgment
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
LIMPOPO DIVISION, POLOKWANE
CASE NO: 6427/2020
(1) REPORTABLE: NO
(2) OF INTEREST TO THE JUDGES: NO
(3) REVISED.
DATE: 13 MARCH 2023
AJ
MTHIMKULU S
SIGNATURE:
In the matter between:
M[...] J[...] T[...]
APPLICANT
ESTATE LATE M[...] G[...] M[...]
1st RESPONDENT
MATHEBULA
RHULANI BRIDGETTE
2ND RESPONDENT
THE
MASTER OF THE HIGH COURT POLOKWANE
3RD RESPONDENT
GOVERNMENT
EMPLOYEE PENSION FUND
4TH RESPONDENT
JUDGMENT
AJ MTHIMKULU S:
[1] The Applicant brings an application for an order to appoint a liquidator/receiver of joint estate of the Applicant and the first Respondent, with the power to:
· Realize the assets of the joint estate as from date of marriage to date or divorce;
· Demand from the Applicant and the 2nd Respondent a true and correct account of any portion of the assets as at date of divorce which either the Applicant or the 2nd Respondent may have taken possession of, or which the Applicant and 2nd Respondent may have dealt with;
· Demand from the Applicant and the 2nd Respondent the payment or delivery of any such portion of the assets of the joint estate which the Applicant or the 2nd Respondent may have dealt with;
· Discharge the debts and liabilities of the joint estate from the date
of marriage to the date of divorce alternatively their cash equivalent in the event that they are fully paid;
· Thereafter, to divide the residue of the joint estate equally between
the Applicant and the 1st Respondent, alternatively the 2nd Respondent and to pay the half shares to the Applicant and 2nd Respondent respectively.
[2] The 4th Respondent be ordered to provide records of the Applicant and the 1st Respondent’s pension contributions from date of marriage to date of divorce to enable the liquidator/receiver to divide the estate accordingly.
[3] The 3rd Respondent’s finalization of the 1st Respondents estate file be set aside and that the file be reopened to enable the liquidator/ receiver to divide the join estate in line with the order of this court.
[4] The difference between the distribution and what should have been, be borne by the 3rd Respondent as a punitive for allowing the deceased’s estate to be distributed under the unique circumstances of this nature.
[5] Costs of suit against 2nd and 3rd Respondents.
Common Cause Facts:
[6] Despite passage of time, many of the facts in this application are common cause, even though there is a dearth of detail regarding
the main events.
[7] It is common cause that the Deceased was married to the Applicant on 9 April 1996. The said marriage was dissolved by a decree of divorce The joint estate between the Applicant and the deceased however was never divided up until the deceased untimely death.
[8] The Applicant pursuant to the death of the deceased was appointed executor of the deceased estate. Shortly thereafter she was removed and was replaced with the 2nd Respondent. The 2nd Respondent then became the executor of the deceased estate in question.
Submissions by the Applicant and the reasons for the application
[9] The Applicant avers that after the dissolution of the marriage between the Applicant and the deceased, the order for division of the joint estate was never complied with that she should have been a priority before the 2nd Respondent divided the estate of the deceased.
[10] The Applicant sets out the steps she took to ensure that compliance with the order for division of the joint estate and it is her submission that the steps she took did not assist in any manner.
[11] This has led her to approach this court in order to seek the relief sought in the notice of motion.
Submissions by the 2nd Respondent
[12] At the outset I hasten to point out that the 2nd Respondent raised points in limine in this application and on the strength of the points in limine raised submits that the Applicant’s application should fail. This court has considered the points in limine raised by the 2nd Respondent and none of the points in limine raised go to the crux of this application. This court is of the view that the points in limine raised are raised merely to divert this application from the course it should follow. The points in limine raised by the 2nd Responded are dismissed.
Consideration of the main Application.
[13] The application before this court is a simple application for an order to appoint a liquidator/receiver of the joint estate of the
Applicant and the first Respondent with the power to exercise the duties set out in the notice of motion.
[14] The deceased passed away and pursuat to his passing the 2nd Respondent was appointed executor of the deceased’s late estate. The Master of the High Court ordered the 2nd Respondent that in dealing with the said deceased estate she should comply with the divorce order of 22 October 2013. Although the 2nd Respondent was directed to comply with the divorce order by the Master of the High Court, it would appear shed did not do so in the distribution of the deceased estate.
Conclusion
[16] The court having considered the documents filed as well as he submissions by counsel is satisfied that the Applicant is entitled to the order sought. The Applicants application is granted as prayed for in the notice of motion.
[17] In the event that the 2nd Respondent has distributed the assets in contravention of section 35 of the Administration of Estates Act- the court directs that section 50 should be invoked.
APPEARANCES:
COUNSEL FOR THE APPLICANT: ADV.
MALULEKA
INSTRUCTED BY:
CHAUKE
AND MAZIBUKO ATTORNEYS
EMAIL ADDRESS: Vumbhinichauke@gmail.com
COUNSEL FOR THE RESPONDENT: ADV. T.P MATLALA
INSTRUCTED BY: Ntshempo Manganyi Inc
EMAIL ADDRESS:
DATE OF HEARING: 20 FEBRUARY 2023
DATE OF JUDGMENT: 13 MARCH 2023
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