South Africa Judgment

South Gauteng High Court, Johannesburg

Royeppen and Others v Masher and Others (2019/15061) [2021] ZAGPJHC 355 (31 May 2021)

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01

Holding and result

Applying the Plascon-Evans principles, the court found that the applicants failed to establish on the papers that the alleged agreement between the deceased and the First Respondent was unconscionable, unreasonable, or unfair under the Consumer Protection Act. The respondents' denials and counter-allegations created disputes of fact that could not be resolved without oral evidence, which both parties declined. The court was unconvinced that undue influence was exercised over the deceased and found no basis to exclude the First and Second Respondents from benefiting under the Will or annuity. Consequently, the interim order was discharged and all further relief sought by the applicants was dismissed. Each party was ordered to pay their own costs.

Court disposition

Application dismissed; interim order discharged; each party to pay their own costs.

Orders

  • The interim order granted by Dippenaar J dated 6 May 2019 is discharged.
  • The further relief claimed in the Notice of Motion is dismissed.
  • Each party to pay their own costs where incurred.

02

Material facts

Parties

David Andboo Royeppen

Applicant Counsel: Adv. T. Moloi

Ernest John Royeppen

Applicant Counsel: Adv. T. Moloi

Enid Christine Royeppen

Applicant Counsel: Adv. T. Moloi

Earl Samuel Royeppen

Applicant Counsel: Adv. T. Moloi

Ebrahim Kalane

Applicant Counsel: Adv. T. Moloi

Salaama Kalane

Applicant Counsel: Adv. T. Moloi

Gladwyn Trevor Masher

Respondent Counsel: Adv. R. Baboolal-Frank

Mano Masher

Respondent Counsel: Adv. R. Baboolal-Frank

Glacier Financial Solutions (Pty) Ltd

Respondent

Hannes Nico Bekker NO

Respondent

Colette Moonsamy NO

Respondent

03

Procedural history

  1. Posture

    Urgent Application / Opposed Application for Final Interdictory and Ancillary Relief

04

Questions and positions

Legal issues

Party arguments

Applicant
Applicants argued that the relationship between the deceased and the First Respondent constituted an agreement for services, which was unconscionable, unreasonable, or unfair under Section 48 of the Consumer Protection Act. They sought to have the agreement set aside under Section 52 of the Act and requested that the First and Second Respondents not benefit from the Will or annuity. Applicants did not seek invalidation of the Will itself but focused on exclusion of certain beneficiaries.
Respondent
Respondents denied the existence of any agreement for services as alleged by the Applicants and refuted claims of undue influence over the deceased. They disputed the facts and inferences presented by the Applicants and maintained that there was no basis for the relief sought. Respondents opposed referral to oral evidence and insisted the matter be decided on the papers.

05

Court’s reasoning

  1. 01

    Plascon-Evans Paints Limited v Van Riebeeck Paints (Pty) Ltd 1984 AD 51

    In motion proceedings for final relief, the facts as stated by the respondents together with admitted facts in the applicants' affidavits must justify the order. Where denials do not raise a real, genuine, or bona fide dispute of fact, the court may grant final relief on the papers.

  2. 02

    General rule of costs in South African civil procedure

    The court has discretion in awarding costs, which should be exercised judiciously and normally follow the result.

06

Ratio, limits and disposition

Ratio decidendi

Applying the Plascon-Evans principles, the court found that the applicants failed to establish on the papers that the alleged agreement between the deceased and the First Respondent was unconscionable, unreasonable, or unfair under the Consumer Protection Act. The respondents' denials and counter-allegations created disputes of fact that could not be resolved without oral evidence, which both parties declined. The court was unconvinced that undue influence was exercised over the deceased and found no basis to exclude the First and Second Respondents from benefiting under the Will or annuity. Consequently, the interim order was discharged and all further relief sought by the applicants was dismissed. Each party was ordered to pay their own costs.

Obiter and limits

  • The court noted that both parties declined referral to oral evidence despite the presence of factual disputes, which limited the court to deciding the matter on the papers.
  • The judge emphasized the importance of exercising judicial discretion in awarding costs, especially where parties act pro bono.

Court disposition

Application dismissed; interim order discharged; each party to pay their own costs.

  • The interim order granted by Dippenaar J dated 6 May 2019 is discharged.
  • The further relief claimed in the Notice of Motion is dismissed.
  • Each party to pay their own costs where incurred.

Source and reliance status

South Gauteng High Court, Johannesburg

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Judgment reading view

Judgment text

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Source document

South Gauteng High Court, Johannesburg

Judgment

[2021] ZAGPJHC 355

IN

THE HIGH COURT OF SOUTH AFRICA

GAUTENG DIVISION, JOHANNESBURG

CASE NO: 2019/15061

REPORTABLE:

NO

OF INTEREST TO OTHER JUDGES: NO

REVISED:

YES

DATE: 31 May 2021

In the matter between:

DAVID

ANDBOO ROYEPPEN

First Applicant

ERNEST

JOHN ROYEPPEN

Second Applicant

ENID

CHRISTINE

ROYEPPEN

Third Applicant

EARL

SAMUEL

ROYEPPEN

Fourth Applicant

EBRAHIM

KALANE

Fifth Applicant

SALAAMA

KALANE

Sixth Applicant

and

GLADWYN

TREVOR MASHER

First Respondent

MANO

MASHER

Second Respondent

GLACIER FINANCIAL SOLUTIONS (PTY) LTD

Third Respondent

HANNES

NICO BEKKER NO

Fourth Respondent

COLETTE

MOONSAMY NO

Fifth Respondent

JUDGMENT

ALLY

AJ

INTRODUCTION

[1] This is an opposed application in terms of which the Applicants claim interdictory relief and the removal of a beneficiary from a Will.

[2] At the outset Counsel for the Applicants and First and Second Respondent were asked whether this matter needed to be referred to oral evidence taking into consideration the differing allegations, and both parties’ Counsel answered in the negative.

[3] In respect of the interdictory relief, an Order had been granted by my sister Dippenaar J on 9 May 2019, which Order operated as an interim interdict in respect of prayers 2, 3, 5 and 6[1].

[4] This Court must therefore determine whether the Applicants are entitled to final relief set out in the Notice of Motion and certain ancillary relief.

THE

LAW

[5] As this is an Application and the Applicants seek final relief the principles laid out in the Plascon-Evans[2] case are of importance and in my view must be applied:

In such a case the general rule was stated by VAN WYK J (with whom DE VILLIERS JP and ROSENOW J concurred) in Stellenbosch Farmers' Winery Ltd v Stellenvale Winery (Pty) Ltd, 1957 (4) SA 234 (C) at p 235 E-G, to be:

".... where there is a dispute as to the facts a final interdict should only be granted in notice of motion proceedings if the facts as stated by the respondents together with the admitted facts in the applicant's affidavits justify such an order.... Where it is clear that facts, though not formally admitted, cannot be denied, they must be regarded as admitted".

This rule has been referred to several times by this Court (see Burnkloof Caterers Ltd vHorseshoe Caterers Ltd., 1976 (2) SA 930 (A), at p 938 A-B; Tamarillo (Pty) Ltd v B NAitken (Pty) Ltd, 1982 (1) SA 398 (A) at pp 430-1; Associated South African Bakeries(Pty) Ltd v Oryx & Vereinigte Backereien (Pty) Ltd en Andere, 1982 (3) SA 893 (A), at pp 923 G - 924 D). It seems to me, however, that this formulation of the general rule, and particularly the second sentence thereof, requires some clarification and, perhaps, qualification. It is correct that, where in proceedings on notice of motion disputes of fact have arisen on the affidavits, a final order, whether it be an interdict or some other form of relief, may be granted if those facts averred in the applicant's affidavits which have been admitted by the respondent, together with the facts alleged by the respondent, justify such an order. The power of the court to give such final relief on the papers before it is, however, not confined to such a situation. In certain instances the denial by respondent of a fact alleged by the applicant may not be such as to raise a real, genuine or bona fide dispute of fact (see in this regard Room Hire Co. (Pty) Ltd v Jeppe Street Mansions (Pty) Ltd, 1949 (3) SA 1155 (T), at pp 1163-5; Da Mata v Otto, NO, 1972 (3) SA 585 (A), at p 882 D - H).”

[6] The above exposition deals with the procedural aspects of this case and which this Court must consider when evaluating the papers.

EVALUATION

AND ANALYSIS

[7] The deceased in this matter died on 12 April 2019 and is survived by 2 children, one an adult and the other, a minor.

[8] Counsel for the Applicant’s main submission, related to categorising the relationship between First Respondent as an agreement for services to be rendered and as such, this agreement should be held to be unconscionable, unreasonable or unfair in terms of Section 48 of the Consumer Protection Act 68 of 2008, as amended and accordingly, in terms of Section 52 of the said Act set aside such agreement in whole or in part.

[9] In order to succeed on this leg of the argument, the Applicants must prove on the basis of the facts pleaded by them and admitted by the Respondents, they are entitled to the relief claimed in the Notice of Motion.

[10] At this point it needs to be mentioned that the papers are replete with allegations and counter-allegations and in relation to the case sought to be made out by the Applicants, Respondents deny the facts set out by the Applicant as well as the inferences sought to be drawn from such facts.

[11] The Respondents have also denied having exercised undue influence on the deceased to do anything in terms of any documents signed by the deceased.

[12] The denials and counter-allegations contained in the papers brings about a situation wherein I am unconvinced of Applicants’ case and applying the Plascon-Evans principles, the relief claimed by the Applicants is unsustainable on the papers.

[13] Both Applicants’ Counsel and Respondents” Counsel made it clear to the Court that they do not wish this matter to be referred for oral evidence or to trial.

[14] I have taken Counsels’ submissions into account regarding their view on oral evidence and am of the view that this case will be dealt with on the papers before me. This route is taken having expressed to both Counsel why they should seriously consider referring the matter to oral evidence and both having declined my invitation.

[15] The Applicants have enjoined the Court to find that there was an agreement between the deceased and the First Respondent for services and as such the agreement falls under the abovementioned Consumer Protection Act. In my view I am unable to agree with this submission on the papers before me. As a result I find that there was no agreement in accordance with the Consumer Protection Act and hence Applicants’ request to set aside ‘the agreement’ is dismissed.

[16] I have already mentioned above that I am unable to hold, on the papers before me, that the First Respondent unduly influenced the deceased.

[17] Counsel for the Applicants made it clear that an invalidation of the Will was not being sought but that the Applicants were requesting that the First and Second Respondents not be permitted to benefit from the Will nor the Annuity in any way. Having stated above that on the papers I am unable to decide on the facts in favour of the Applicants, taking into consideration, the Plascon Evans principles, the relief sought by the Applicants in this regard must be dismissed also.

[18] In the result, I am of the view that the interim Order by my sister Dippenaar J on 6 May 2019[3] falls to be discharged and the application in terms of further relief from paragraph 2 to 8 of the Notice of Motion is dismissed.

COSTS

[19] I was informed by both Counsel that they were acting in this matter pro bono. The normal rule is that costs should follow the result and that the Court has a discretion when making an award for costs. The discretion, however, must be exercised judiciously and it is my view that in this matter any costs incurred by either party should be for their own account.

[20] Counsel for the Applicant submitted strenuously that the First and Second Respondents should pay the costs of the application should the case be decided in their favour.

[21] I have, however, for the reasons mentioned above decided that each party should pay their own costs where same have been incurred.

CONCLUSION

[20] Accordingly the following Order shall issue:

1) The interim Order granted by Dippenaar J dated 6 May 2019 is discharged;

2) The further relief claimed in the Notice of Motion is hereby dismissed;

3) Each party to pay their own costs where same was incurred.

G

ALLY

ACTING

JUDGE OF THE HIGH COURT

GAUTENG DIVISION OF THE HIGH COURT, JOHANNESBURG

Electronically submitted therefore unsigned

Delivered: This judgement was prepared and authored by the Judge whose name is reflected and is handed down electronically by circulation to the Parties/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 31 May 2020.

Date of hearing: 31 August 2020

Date of judgment: 31 May 2021

Appearances:

Applicants

: Adv. T. Moloi

Kalima Attorneys

justink@kalimaattorneys.co.za

1st and 2nd Respondents : Adv. R. Baboolal-Frank

ENS Africa Attorneys

nmbanjwa@ensafrica.com

[1] Caselines: Section 001-187

[2] Plascon-Evans Paints Limited v Van Riebeeck Paints (Pty) Ltd 1984 AD 51 @ para 8-9

[3] Caselines: 001- 188 to 001-190

Source wording is retained. Consult the source document for its original formatting and pagination.

Authorities

Authorities used by the court

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

Plascon-Evans Paints Limited v Van Riebeeck Paints (Pty) Ltd 1984 AD 51

Case cited

Stellenbosch Farmers' Winery Ltd v Stellenvale Winery (Pty) Ltd, 1957 (4) SA 234 (C)

Case cited

Burnkloof Caterers Ltd v Horseshoe Caterers Ltd., 1976 (2) SA 930 (A)

Case cited

Tamarillo (Pty) Ltd v B N Aitken (Pty) Ltd, 1982 (1) SA 398 (A)

Case cited

Associated South African Bakeries (Pty) Ltd v Oryx & Vereinigte Backereien (Pty) Ltd en Andere, 1982 (3) SA 893 (A)

Case cited

Room Hire Co. (Pty) Ltd v Jeppe Street Mansions (Pty) Ltd, 1949 (3) SA 1155 (T)

Case cited

Da Mata v Otto, NO, 1972 (3) SA 585 (A)

Case cited

Consumer Protection Act 68 of 2008

Legislation

Legislation referenced in the available case record.

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