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South Africa Judgment

Free State High Court, Bloemfontein

Nunwana (Mabizela) and Others v Mara Trust and Others (3484/2022) [2024] ZAFSHC 106 (17 April 2024)

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Source document

01

Holding and result

The court held that it would be improper to adjudicate the application without service on the Master of the High Court, who has a direct and substantial interest in the administration of the trust and the relief sought. The merits of the main application and counter-application are intertwined and should not be heard separately. The application and counter-application are removed from the roll pending service on the Master and the filing of a report by the Master. The parties are granted leave to file supplementary affidavits and heads of argument after receipt of the Master's report. The wasted costs of the hearing stand over for later adjudication.

Court disposition

Application and counter-application removed from the roll pending service on the Master and filing of report; costs reserved.

Orders

  • The main application and the counter-application are removed from the roll.
  • The applicants are ordered to serve a copy of the main application, counter-application, heads of argument, and this judgment on the Master.
  • The Master is requested to file a report in respect of the main application and counter-application.
  • Leave is granted to the parties to file supplementary affidavits and/or heads of argument after receipt of the Master's report.
  • Leave is granted for either party to re-enrol the main application and counter-application when ripe for hearing.
  • The wasted costs of 12 October 2023 stand over for later adjudication.

02

Material facts

Parties

Anna Nunwana (Mabizela)

Applicant Counsel: M.B. Mojaki

Matthews Mabizela

Applicant Counsel: M.B. Mojaki

Bellinah Mabizela

Applicant Counsel: M.B. Mojaki

Emily Mabizela

Applicant Counsel: M.B. Mojaki

Moseka Lucas Mabizela

Applicant Counsel: M.B. Mojaki

Allta Mabizela

Applicant Counsel: M.B. Mojaki

Mara Trust

Respondent Counsel: A.S. Boonzaaier

Mamoya Elma Mabizela N.O.

Respondent Counsel: A.S. Boonzaaier

Thabiso Petrus Mabizela N.O.

Respondent Counsel: A.S. Boonzaaier

Tebogo Lorraine Mokgakane N.O.

Respondent Counsel: A.S. Boonzaaier

03

Procedural history

  1. Posture

    Urgent Application / Interlocutory Order Prior to Hearing on Merits; Application and Counter Application Removed From the Roll Pending Service on the Master and Filing of Report.

04

Questions and positions

Legal issues

Party arguments

Applicant
The applicants, as beneficiaries of Mara Trust, seek the removal of the second to fourth respondents as trustees, alleging non-compliance with trustee duties and obligations under the Trust Property Control Act. They request the appointment of two new trustees nominated by them. They argue that such removal is in the interests of the trust and its beneficiaries.
Respondent
The respondents oppose the removal and contend that the applicants have failed to cite or serve the Master of the High Court, who has a direct interest in the matter. They seek an interdict preventing the applicants from leasing or interfering with the farm, require disclosure and accounting of rental income, and request costs against the applicants. They argue that the merits are intertwined and should not be separated.

05

Court’s reasoning

  1. 01

    Section 20(1) of the Trust Property Control Act, 57 of 1988

    A trustee may be removed from office by the court on application by any interested person if the court is satisfied that such removal will be in the interests of the trust and its beneficiaries.

  2. 02

    General principles of trust law and practice

    The Master of the High Court must be cited or served in proceedings affecting the administration of a trust, as the Master has a direct and substantial interest.

06

Ratio, limits and disposition

Ratio decidendi

The court held that it would be improper to adjudicate the application without service on the Master of the High Court, who has a direct and substantial interest in the administration of the trust and the relief sought. The merits of the main application and counter-application are intertwined and should not be heard separately. The application and counter-application are removed from the roll pending service on the Master and the filing of a report by the Master. The parties are granted leave to file supplementary affidavits and heads of argument after receipt of the Master's report. The wasted costs of the hearing stand over for later adjudication.

Obiter and limits

  • The involvement of the Master in trust disputes is essential to ensure proper administration and protection of beneficiaries' interests.
  • Supplementary affidavits and heads of argument may be necessary after the Master's report to address any new issues raised.

Court disposition

Application and counter-application removed from the roll pending service on the Master and filing of report; costs reserved.

  • The main application and the counter-application are removed from the roll.
  • The applicants are ordered to serve a copy of the main application, counter-application, heads of argument, and this judgment on the Master.
  • The Master is requested to file a report in respect of the main application and counter-application.
  • Leave is granted to the parties to file supplementary affidavits and/or heads of argument after receipt of the Master's report.
  • Leave is granted for either party to re-enrol the main application and counter-application when ripe for hearing.
  • The wasted costs of 12 October 2023 stand over for later adjudication.

Source and reliance status

Free State High Court, Bloemfontein

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Judgment text

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Source document

Free State High Court, Bloemfontein

Judgment

[2024] ZAFSHC 106

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

FREE STATE DIVISION, BLOEMFONTEIN

Application no: 3484/2022

Reportable: YES/NO

Of Interest to other Judges: YES/NO

Circulate to Magistrates: YES/NO

In the matter between:

ANNA NUNWANA (MABIZELA)

1st Applicant

(ID. no: 8[...])

MATTHEWS

MABIZELA

2nd Applicant

(ID. no: 8[...])

BELLINAH

MABIZELA

3rd Applicant

(ID. no: 9[...])

EMILY

MABIZELA

4th Applicant

(ID. no: 7[...])

MOSEKA

LUCAS MABIZELA

5th Applicant

(ID. no: 6[...])

ALLTA

MABIZELA

6th Applicant

and

MARA

TRUST

1st Respondent

(Reg. no: IT 8[...])

MAMOYA ELMA

MABIZELA N.O.

(ID. no: 4[...])

(IN HIS CAPACITY AS

TRUSTEE

OF MARA TRUST)

2nd Respondent

THABISO PETRUS MABIZELA N.O.

(ID. no: 6[...])

OF MARA TRUST)

3rd Respondent

TEBOGO LORRAINE MOKGAKANE N.O.

(ID. no: Not known)

OF MARA TRUST)

4th Respondent

CORAM:

VAN ZYL, J

HEARD ON:

12 OCTOBER 2023

DELIVERED ON: 17 APRIL 2024

[1] The applicants are seeking an order for the removal of the second to fourth respondents as Trustees of the Trust known as Mara Trust (IT 8[...]) (“the Trust”). The applicants are beneficiaries in terms of the Trust. The applicants are relying on the provisions of section 20(1) of the Trust Property Control Act, 57 of 1988 (“the Act”). The applicants are also seeking an order appointing two new Trustees, nominated by the applicants, in the stead of the second to fourth respondents. I will refer to this application as the main application.

[2] The second to fourth respondents are opposing the main application and they also instituted a counter-application in which they are seeking an order in the following terms:

“1. An order whereby the 1st to the 6th Applicants are interdicted from concluding Lease Agreements with third parties or renting out arable land on the farm MARA … (hereinafter referred to as “the farm”) and all from instructing, authorising or obtaining the services of any third party or person to conclude any lease agreement in respect of the farm or arable land on the farm;

2. An order whereby the 1st to the 6th Applicants are interdicted and prohibited from interfering with the farming activities, the equipment, the crops planted and the labourers or threatening, intimidating, insulting or assaulting the member or the labourers of Monte Carlo Boerdery CC or any other tenant that leases arable land on the farm in terms of a lease agreement signed or concluded with the trustees of the first Respondent;

3. An order whereby the 1st to the 6th Applicants are ordered to disclose in writing to the trustees of the First respondent all amounts collected and received by them in respect of rental of the farm and to give an account of how the rental money was appropriated or divided amongst beneficiaries or third parties and to account such funds still in their possession by way of payment to the bank account of Human Le Roux and Meyerowitz Attorneys …;

4. An order that the 1st to the 6th Applicants pay the costs of this counter-application, the one to pay the other to absolved.”

[3] There are multiple disputes between the parties and there are several legal principles applicable to the main application and the counter-application, respectively. However, for the reasons stated hereunder, I do not deem it appropriate to deal with the merits of either the application or the counter-application at this stage.

The Master of the High Court, Bloemfontein:

[4] In the heads of argument filed on behalf of the second to fourth respondents, Ms Boonzaaier, inter alia, raised the point that the applicants should have cited the Master as a party to the main application since the Master has a direct interest in the subject matter of the main application.

[5] In terms of section 20(1) of the Trust Property Control Act, 57 of 1988 (“the Act”) a trustee may, on the application of any person having an interest in the trust property, at any time be removed from his/her office by the court if the court is satisfied that such removal will be in the interests of the Trust and its beneficiaries.

[6] The essence of the dispute between the parties in the main application involves the administration of the Trust, the respondents’ duties and obligations in respect thereof and whether they are complying with their said duties in the interests of the Trust and its beneficiaries. In my view, the merits of the main application and the counter-application are intertwined and should therefore not be separated and heard in a piecemeal fashion.

[7] Due to the provisions of the Act, I have to agree with the contention of Ms Boonzaaier that the Master has a direct and substantial interest in the main application. The Master should indeed have

been cited as a party to the main application or the main application (and the counter-application) should at least have been served on the Master.

[8] In my view it would be improper to adjudicate this application without it having been served upon the Master. In addition, considering the nature and facts of the present disputes between the parties, it will be incumbent upon the Master to file a report in this application.

[9] It is evident from the papers that Mr F. Jansen from the Master`s office has previously been involved in respect of potential problems within the Trust.

Additional relief and costs:

[10] In my view it may become necessary for the parties to file supplementary affidavits and/or supplementary heads of argument after having obtained the Master’s report. I consequently deem it apposite that leave be granted to the parties to do so, should one or both of them deem it necessary.

[11] Since it is presently uncertain when the Master’s report will be filed and whether the parties will be filing supplementary papers, I consider it apt that the application (the main application and the counter-application) in the meantime be removed from the roll instead of it being postponed. Either of the parties will then be entitled to re-enrol the application (the main application and the counter-application) for hearing once same are ripe for hearing.

[12] With regard to the wasted costs of 12 October 2023, in respect of both the main application and the counter-application, I deem it fair and reasonable that the said costs should stand over for later adjudication, since the contents of the Master’s report may influence the eventual consideration of an appropriate costs order.

Order:

[13] I consequently make the following order:

1. The main application and the counter application are removed from the roll.

2. The applicants are ordered to serve a copy of the main application and the counter-application and the parties’ respective heads of argument, as well as a copy of this judgment, on the Master.

3. The Master is requested to take such steps within his power as he may deem fit, if any, and to file a report in respect of the main application and the counter-application.

4. Leave is granted to the parties to file supplementary affidavits and/or supplementary heads of argument in the main application and/or the counter-application after receipt of the Master’s report, should one or both of the parties deem it necessary.

5. Leave is granted for either party to re-enrol the main application and the counter-application as soon as same are ripe for hearing.

6. The wasted costs of 12 October 2023 with regard to both the main application and the counter-application, stand over for later adjudication.

C. VAN ZYL, J

On behalf of the applicants: Adv. M.B. Mojaki Instructed by: Thulo Attorneys

BLOEMFONTEIN On behalf of the respondents: Adv. A.S. Boonzaaier Instructed by: Callis Attorneys Inc

BLOEMFONTEIN

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Authorities

Authorities used by the court

Cases, legislation, regulations, and constitutional provisions identified in the available record.

Trust Property Control Act, 57 of 1988

Legislation

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