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South Africa Judgment

North Gauteng High Court, Pretoria

Lenyai and Another v Rooth and Wessels Inc and Others (84265/2014) [2015] ZAGPPHC 123 (3 March 2015)

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Source document

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 The letters of executorship issued pursuant to the invalid will were ordered to be withdrawn and cancelled.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

Applicant

Keitumetse Tokologo Motsepe

Applicant

Rooth and Wessels Inc

Respondent

Master of the High Court, Pretoria

Respondent

Paul Vranas

Respondent

Corine Vranas

Respondent

Mamogolo Matubatse

Respondent

Rosina Motubatse

Respondent

Thanalei Lenemakula

Respondent

First National Bank

Respondent

03

Procedural history

  1. Posture

    Urgent Application / Application for Declaratory and Setting Aside of Will

04

Questions and positions

Legal issues

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

  1. 01

    Law of Succession

    A will is invalid if the testator lacked testamentary capacity at the time of execution.

  2. 02

    Law of Succession

    Where a later will is declared invalid, the previous valid will is revived and becomes operative.

  3. 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

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Judgment text

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Source document

North Gauteng High Court, Pretoria

Judgment

[2015] ZAGPPHC 123

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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