Lenyai and Another v Rooth and Wessels Inc and Others (84265/2014) [2015] ZAGPPHC 123 (3 March 2015)
- Citation
- [2015] ZAGPPHC 123
- Status
- Judgment
- Jurisdiction
- South Africa
- Court
- North Gauteng High Court, Pretoria
- Panel
- G. Webster
- Case number
- 84265/2014
More details
- Court
- North Gauteng High Court, Pretoria
- Panel
- G. Webster
- Case number
- 84265/2014
On this page
Professional case brief
Research organized from the available case record
01
Holding and result
The court found that the will dated 29 August 2008 was invalid as the testator, Jacob Koos Pali Motubatse, was not of sound mind at the time of its execution, as evidenced by the medical affidavit of Dr JF Benson. The absence of opposition and the confirmatory evidence regarding the testator's mental incapacity led the court to set aside the 2008 will and declare the 1987 will as the last valid testament. The letters of executorship issued pursuant to the invalid will were ordered to be withdrawn and cancelled. Costs were ordered to be paid from the estate.
Court disposition
Application granted; 2008 will set aside; 1987 will declared valid; letters of executorship cancelled; costs from estate.
Orders
- The will of the late Jacob Koos Pali Motubatse dated 29 August 2008 is set aside and declared null and void.
- The Second Respondent is directed to withdraw and cancel all Letters of Executorship issued pursuant to the 2008 will.
- The will dated 28 February 1987 is declared to be the last valid will and testament of the testator.
- The costs of the application are to be paid from the estate of the testator.
02
Material facts
Parties
Onkgopotse Lenyai
ApplicantKeitumetse Tokologo Motsepe
ApplicantRooth and Wessels Inc
RespondentMaster of the High Court, Pretoria
RespondentPaul Vranas
RespondentCorine Vranas
RespondentMamogolo Matubatse
RespondentRosina Motubatse
RespondentThanalei Lenemakula
RespondentFirst National Bank
Respondent03
Procedural history
Posture
Urgent Application / Application for Declaratory and Setting Aside of Will
04
Questions and positions
Legal issues
- 01
Whether the will dated 29 August 2008 is valid and enforceable.
- 02
Whether the testator had testamentary capacity at the time of signing the 2008 will.
- 03
Whether the letters of executorship issued pursuant to the 2008 will should be withdrawn and cancelled.
- 04
Whether the 1987 will should be declared the last valid will and testament.
Party arguments
- Applicant
- The applicants argued that the will dated 29 August 2008 was fraudulent and invalid as the testator was not of sound mind at the time of its execution, supported by medical evidence indicating delirium and incapacity. They contended that the original 1987 will, kept by First National Bank, was the valid testament and sought to have the 2008 will set aside and the 1987 will declared effective.
- Respondent
- No respondents opposed the application. The first and second respondents indicated in writing that they abide by the court's decision. No opposing papers were filed by any respondent.
05
Court’s reasoning
Legal principles
- 01
Law of Succession
A will is invalid if the testator lacked testamentary capacity at the time of execution.
- 02
Law of Succession
Where a later will is declared invalid, the previous valid will is revived and becomes operative.
- 03
Dr JF Benson's affidavit
Medical evidence of incapacity is sufficient to rebut the presumption of capacity for the execution of a will.
06
Ratio, limits and disposition
Ratio decidendi
The court found that the will dated 29 August 2008 was invalid as the testator, Jacob Koos Pali Motubatse, was not of sound mind at the time of its execution, as evidenced by the medical affidavit of Dr JF Benson. The absence of opposition and the confirmatory evidence regarding the testator's mental incapacity led the court to set aside the 2008 will and declare the 1987 will as the last valid testament. The letters of executorship issued pursuant to the invalid will were ordered to be withdrawn and cancelled. Costs were ordered to be paid from the estate.
Obiter and limits
- The court noted the remarkable difference in signatures between the two wills, suggesting possible forgery or fraud.
- The absence of opposition from the respondents and their indication to abide by the court's decision streamlined the proceedings.
Court disposition
Application granted; 2008 will set aside; 1987 will declared valid; letters of executorship cancelled; costs from estate.
- The will of the late Jacob Koos Pali Motubatse dated 29 August 2008 is set aside and declared null and void.
- The Second Respondent is directed to withdraw and cancel all Letters of Executorship issued pursuant to the 2008 will.
- The will dated 28 February 1987 is declared to be the last valid will and testament of the testator.
- The costs of the application are to be paid from the estate of the testator.
Source and reliance status
North Gauteng High Court, Pretoria
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.
North Gauteng High Court, Pretoria
Judgment
REPUBLIC
OF SOUTH AFRICA
IN THE HIGH COURT
OF SOUTH AFRICA
(NORTH GAUTENG, PRETORIA)
CASE NO: 84265/2014
DATE: 3 MARCH 2015
NOT REPORTABLE
NOT OF INTEREST
TO OTHER JUDGES
In the matter between:
ONKGOPOTSE LENYAI...........................................................................................FIRST
APPLICANT
KEITUMETSE
TOKOLOGO MOTSEPE...........................................................SECOND
APPLICANT
And
ROOTH AND WESSELS INC...............................................................................FIRST
RESPONDENT
MASTER OF THE HIGH COURT, PRETORIA............................................SECOND
RESPONDENT
PAUL VRANAS.......................................................................................................THIRD
RESPONDENT
CORINE VRANAS..............................................................................................FOURTH
RESPONDENT
MAMOGOLO MATUBATSE.................................................................................FIFTH
RESPONDENT
ROSINA MOTUBATSE....................................................................,.....................SIXTH
RESPONDENT
THANALEI LENEMAKULA..........................................................................SEVENTH
RESPONDENT
FIRST NATIONAL BANK....................................................................................EIGTH
RESPONDENT
JUDGMENT
1. The applicants issued an application pertaining to the last will and testament of their late father, Jacob Koos Pali Motubatse who passed away on 15 September 2008. They seek an order in the following terms:
“1. An order setting aside and declaring null and void the purported fraudulent Will of the late Jacob Koos Pali Motubatse signed and dated the 29th August 2008;
2. That the Second Respondent be directed to withdraw and cancel letters of executorship granted in favour of the First Respondent in the estate of the late Jacob Koos Pali Motubatse and that such letters be set aside and declared of no force with immediate effect;
3. An order declaring that the “First” will of the late Jacob Koos Pali Motubatse dated and signed on the 28th February 1987 be effective immediately;
4. Costs of suit;
5. Further or alternative relief. ”
2. Annexed to the papers are documents purporting to be the Last Will and Testament of Jacob Koos Pali Matubatse dated 29 August 2008 and 28 February 1987 respectively. The first applicant contends that the Last Will and Testament dated 28 February 1987 of which the original was kept with First National Bank and a copy with the mother of the applicants to this application.
3. It appears to the naked eye that the testator’s signatures on the two respective documents dated 28 February 1987 and 29 August 2008 differ remarkably. The “first” will and testament appearing at pages 21 and 22 is identical to the one appearing at page 30 and 31 which was in safekeeping at First National Bank. It appears that the original that was kept by the bank had been signed and the one which was in the possession of the applicants’ mother, Louisa Motsepe has the names of the witnesses and the testator written in where their signatures appear on the original.
4. Furthermore, at pages 39 and 40 of the papers appears a confirmatory affidavit deposed to by Dr JF Benson who was treating the late Jacob Koos Pali Motubatse “...from 18 August 2008 until he passed away on 15 September 2008.” He further states under oath that “...I confirm that the patient (sic) mental state from the 21st August 2008 developed a delirium due to severe pneumonia and was (sic) intubated and ventilated until his death on the 15th of September 2008.” At paragraph 4 of his affidavit he states "...The patient was not of sound mind between the periods mentioned at paragraph 3 above. He could not be able to make proper (sic) decision.”
5. A case of fraud has been opened under CAS 877/05/2011 and is still under investigation.
6. The application was served on the third and fourth respondents by Sheriff by “...affixing a copy thereof to the PRINCIPAL GATE of the residence...which is kept locked and thus prevents alternative service...’’. There was no opposition to this application and no opposing papers were filed. The first and second respondents wrote letters stating in essence that they abide by the court’s decision.
7. In light of the aforegoing, an order is granted in the following terms:
IT IS ORDERED:
7.1 THAT the will of the late Jacob Koos Pali Motubatse (“the testator”) dated 29 August 2008 be and is hereby set aside and declared null and void.
7.2 THAT the Second Respondent be and is hereby directed to withdraw and cancel all the Letters of Executorship issued pursuant to the testator’s will dated 29 August 2008.
7.3 THAT the will of the testator signed and dated 28 February 1987 be and is hereby declared to be his last valid will and testament.
7.4 THAT the costs of the application be paid from the estate of the testator.
G. WEBSTER
JUDGE IN THE HIGH
COURT
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