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South Africa Judgment

South Gauteng High Court, Johannesburg

N.M v Z.M and Another (2023/017986) [2023] ZAGPJHC 247 (22 March 2023)

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Source document

01

Holding and result

The application was dismissed because the applicant failed to provide any factual basis linking ZM to BM's death. The suspicion was founded solely on the death certificate's reference to 'unnatural causes' and 'poisoning', without any corroborating evidence or confirmation from the police. The applicant's assertion that ZM was a suspect was unsupported by primary facts or official confirmation. In the absence of evidence implicating ZM, the 'bloedige hand' principle could not be invoked, and no case was made out for the preservation or freezing of the death benefit. The lack of opposition did not justify granting relief, and no costs order was made.

Court disposition

Application dismissed; no order as to costs.

Orders

  • The application is dismissed.
  • Each party is to pay their own costs.

02

Material facts

Parties

NM on behalf of the children: MM, LM and BM

Applicant Counsel: H Singo

ZM

Respondent

The Mineworker’s Provident Fund

Respondent

03

Procedural history

  1. Posture

    Urgent Application / Application for Interim Relief

04

Questions and positions

Legal issues

Party arguments

Applicant
The applicant, NM, acting on behalf of BM's children, sought an urgent order to freeze and preserve the pension fund death benefit payable upon BM's death. NM alleged that ZM, BM's spouse, was a suspect in an ongoing police investigation into BM's death, which was certified as resulting from unnatural causes consistent with alcohol poisoning. NM invoked the 'bloedige hand' principle, arguing that ZM should not inherit or access the benefit until the investigation concluded, and requested that the funds be held in trust for the children.
Respondent
Neither ZM nor the Mineworker’s Provident Fund opposed the application. No answering affidavits or submissions were made by the respondents.

05

Court’s reasoning

  1. 01

    Common law maxim: 'de bloedige hand erft niet'

    The 'bloedige hand' principle prevents a person who unlawfully causes another's death from inheriting from the deceased.

  2. 02

    South African civil procedure

    An applicant seeking interim relief must establish a prima facie case based on sufficient factual allegations.

06

Ratio, limits and disposition

Ratio decidendi

The application was dismissed because the applicant failed to provide any factual basis linking ZM to BM's death. The suspicion was founded solely on the death certificate's reference to 'unnatural causes' and 'poisoning', without any corroborating evidence or confirmation from the police. The applicant's assertion that ZM was a suspect was unsupported by primary facts or official confirmation. In the absence of evidence implicating ZM, the 'bloedige hand' principle could not be invoked, and no case was made out for the preservation or freezing of the death benefit. The lack of opposition did not justify granting relief, and no costs order was made.

Obiter and limits

  • The mere existence of a police investigation and references to 'unnatural causes' in a death certificate do not, without more, justify interim relief against a beneficiary.
  • The 'bloedige hand' principle requires clear factual linkage between the beneficiary and the alleged unlawful act before it can operate to bar inheritance.

Court disposition

Application dismissed; no order as to costs.

  • The application is dismissed.
  • Each party is to pay their own costs.

Source and reliance status

South Gauteng High Court, Johannesburg

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Judgment reading view

Judgment text

The complete available source text.

Source document

South Gauteng High Court, Johannesburg

Judgment

[2023] ZAGPJHC 247

IN

THE HIGH COURT OF SOUTH AFRICA

(GAUTENG LOCAL DIVISION, JOHANNESBURG)

Case No. 2023/017986

(1) REPORTABLE: NO

(2) OF INTEREST TO OTHER JUDGES: NO

(3) REVISED.

DATE: 22 March 2023

In the matter between:

NM on behalf of the children: MM, LM and BM Applicant

and

ZM First Respondent

THE MINEWORKER’S PROVIDENT FUND Second Respondent

JUDGMENT

WILSON J:

1 On 28 February 2023, the applicant, NM, applied urgently to me for an order directing the second respondent, the Fund, to “freeze”

and “preserve” a pension fund death benefit held on behalf of a deceased mineworker, to whom I shall refer as BM. The

benefit would ordinarily be payable to the first respondent, ZM, who was BM’s spouse. However, NM also sought orders restraining ZM from seeking to draw on the benefit pending the outcome of a police investigation into the circumstances surrounding BM’s death.

2 Neither ZM nor the Fund opposed the application, but I nonetheless refused the relief, and directed that each party pay their own costs. I indicated that my reasons for making that order would be provided in due course. These are my reasons.

3 NM is one of BM’s siblings. NM said the application was brought primarily for the benefit of BM’s three children, over

whom NM claims guardianship. The three children are not biologically related to ZM.

4 BM died on 6 January 2023. BM’s death certificate states that BM died of “unnatural causes”. A medical certificate

attached to the death certificate states that the immediate cause of death was “consistent with alcohol poisoning”. NM claims that ZM likely poisoned BM, and that ZM is a suspect in an ongoing police investigation into BM’s death. Citing the common law maxim “de bloedige hand erft niet” (which translates, very roughly, as “the bloody hand does not inherit”), NM seeks the preservation of BM’s pension fund death benefit, and an order directing that the Fund place whatever money is due to be paid out as a consequence of BM’s death in trust for the benefit of the children, at least until the police investigation into BM’s death has concluded.

5 The problem with all of this is that there are no facts in the founding papers that link ZM to BM’s death. What appears to

have aroused NM’s suspicions is the use of the words “unnatural causes” and “poisoning” in the death certificate and the medical certificate. These are plainly matters of concern, and an investigation of BM’s death is no doubt warranted. However, no facts were placed before me to suggest that ZM was involved in BM’s death, or even that BM’s death was the result of any voluntary or culpable act of any other person. The fact of the police investigation was alluded to in NM’s founding affidavit, but the nature and progress of that investigation were not set out.

6 NM stated that ZM is a “suspect” in the investigation, but that allegation is not supported by any primary facts. Much less is it confirmed by the police officers responsible for the investigation.

7 In these circumstances, however far the “bloedige hand” principle stretches, there was simply no case made out that ZM had any role at all in BM’s death.

8 Mr. H Singo , who appeared for NM before me, was constrained to accept that NM’s papers did not support the relief claimed. He was unable to make any meaningful submissions when I put to him that, because of this, the application had to be dismissed. Given that there was no opposition to the application, a costs order was not necessary.

S

D J WILSON

Judge of the High Court

This judgment was prepared and authored by Judge Wilson. It is handed down electronically by circulation to the parties or their legal representatives by email and by uploading it to the electronic file of this matter on Caselines. The date for hand-down is deemed to be 22 March 2023.

HEARD ON: 28 February 2023

DECIDED ON: 28 February 2023

REASONS: 22 March 2023

For the Applicant: H

Singo

Instructed by: Njuze

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