Tung'ande and Others v Tung'ande and Others (67369/15) [2017] ZAGPPHC 49 (14 February 2017)
- Citation
- [2017] ZAGPPHC 49
- Status
- Judgment
- Jurisdiction
- South Africa
- Court
- North Gauteng High Court, Pretoria
- Panel
- Hughes
- Case number
- 67369/15
More details
- Court
- North Gauteng High Court, Pretoria
- Panel
- Hughes
- Case number
- 67369/15
On this page
Professional case brief
Research organized from the available case record
01
Holding and result
The court found that the applicants had not established a conflict of interest sufficient to warrant removal of the executrix, as the alleged sale to the executrix's daughter had not been accepted and would require consent from the Master or heirs, which had not been obtained. The respondents had substantially complied with requests for information regarding creditors, and any further documentation could be obtained from the Master's office. The applicants had not exhausted available remedies before approaching the court, and there was no evidence of obstructive conduct or maladministration by the executrix. Accordingly, the application for removal and ancillary relief was dismissed.
Court disposition
Application dismissed with costs on a party and party scale.
Orders
- The application for removal of the executrix and ancillary relief is dismissed with costs.
- Costs to be paid on a party and party scale.
02
Material facts
Parties
TUNG'ANDE HR
Applicant Counsel: I M LindequeTUNG'ANDE E
Applicant Counsel: I M LindequeTUMG'ANDE J
Applicant Counsel: I M LindequeTUNG'ANDE B N
Respondent Counsel: J J GreeffJORDAAN J N.O.
Respondent Counsel: J J GreeffTHE MASTER OF THE HIGH COURT
RespondentAmounts and remedies
- Offer to Purchase Property: ZAR 900,000
03
Procedural history
Posture
Urgent Application / Opposed Motion for Removal of Executrix and Agent in Deceased Estate
04
Questions and positions
Legal issues
- 01
Whether the first respondent should be removed as executrix of the deceased estate due to alleged conflict of interest.
- 02
Whether the appointment of the second respondent as agent should be terminated.
- 03
Whether the applicants are entitled to disclosure of the executrix's estate and creditor claims.
- 04
Whether the applicants have made out a case for removal under section 54(1)(a)(v) of the Administration of Estates Act.
Party arguments
- Applicant
- The applicants contend that the executrix, the first respondent, has accepted an offer to sell the sole immovable property of the deceased estate to her own daughter, creating a conflict of interest. They further allege that the executrix has failed to provide a list of creditors and proof of creditor claims, and has not disclosed the value of her own estate to determine if the deceased estate has a claim against her. They argue these failures amount to maladministration and justify removal under section 54(1)(a)(v) of the Administration of Estates Act.
- Respondent
- The respondents argue that the applicants have no vested right or interest in the property and have failed to establish grounds for removal. They maintain that the offer to purchase by the executrix's daughter has not been accepted and that any sale would require consent from the Master or heirs, which has not occurred. The respondents assert that they have provided the requested information regarding creditors and estate administration, and that the applicants have not exhausted remedies available through the Master's office before approaching the court.
05
Court’s reasoning
Legal principles
- 01
Administration of Estates Act 66 of 1965, section 54(1)(a)(v)
An executor may be removed by the court if it is undesirable for them to continue acting, as provided in section 54(1)(a)(v) of the Administration of Estates Act.
- 02
Administration of Estates Act 66 of 1965, section 49
Any purchase of estate property by the executor or related parties is void unless consented to or confirmed by the Master or the Court.
06
Ratio, limits and disposition
Ratio decidendi
The court found that the applicants had not established a conflict of interest sufficient to warrant removal of the executrix, as the alleged sale to the executrix's daughter had not been accepted and would require consent from the Master or heirs, which had not been obtained. The respondents had substantially complied with requests for information regarding creditors, and any further documentation could be obtained from the Master's office. The applicants had not exhausted available remedies before approaching the court, and there was no evidence of obstructive conduct or maladministration by the executrix. Accordingly, the application for removal and ancillary relief was dismissed.
Obiter and limits
- The application was premature as the sale of the property had not been finalized and required consent from the Master or heirs.
- Applicants should have sought further information from the Master's office before approaching the court.
- There was no evidence of obstructive behaviour or maladministration by the executrix warranting removal.
Court disposition
Application dismissed with costs on a party and party scale.
- The application for removal of the executrix and ancillary relief is dismissed with costs.
- Costs to be paid on a party and party scale.
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
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
GAUTENG DIVISION,
PRETORIA
14/02/2017
CASE NO: 67369/15
NOT
REPORTABLE
NOT
OF INTEREST TO OTHER JUDGES
REVISED
In the matter between:
TUNG'ANDE HR
1st Applicant
TUNG'ANDE E
2nd Applicant
TUMG'ANDE J
3rd Applicant
TUNG'ANDE E
4th Applicant
and
TUNG'ANDE
B N
1st Respondent
JORDAAN J N.O.
2nd Respondent
THE
MASTER OF THE HIGH COURT
3rd Respondent
Coram:
HUGHES J
JUDGMENT
HUGHES J
[1] This opposed application is for the removal of the executrix, the first respondent, and the appointed agent, the second respondent, as executrix and agent of the deceased estate of the late DUNCAN HARRY TUNG'ANDE (the deceased).
[2] The executrix is the surviving spouse of the deceased and the stepmother of the applicant's in this application.. The applicants are the children of the deceased. The second respondent is the duly appointed agent by the executrix in the administration of the deceased estate. A bonded property situated at 1[...] C[...] Avenue, Eastleigh, Edenvale, Gauteng (the property) is the only immovable asset of the deceased estate.
[3] The relief sought by the applicants is set out below:
a. That the first respondent be removed as executrix of the deceased estate of the late DUNCAN HARRY TUNG'ANDE appointed in terms of the letter of executorship No 16197/2013 issued by the Master of the High Court on 22 October 2013;
b. That the first respondent return her letter of appointment as executrix of the aforementioned estate to the third respondent forthwith;
c. That the second respondent's appointment as agent in respect of the aforementioned estate is terminated;
d. That the first respondent forfeit any entitlement to executors fees;
e. That the third respondent be directed to appoint the first applicant as the executor of the deceased estate, alternatively that the third respondent be directed to appoint a fit and proper person other than the first respondent as executor of the deceased estate in terms of section 18(1)(a) of the Administration of Estates Act, 66 of 1965.
[4] In this application the pertinent facts are as follows:
4.1. The deceased died on 21 September 2013 and the first respondent was appointed executrix by way of a letter of executorship on 22 October 2013;
4.2 The executrix appointed the second respondent as her agent to administer the deceased estate;
4.3 The first respondent and the deceased were married out of community of property subject to the accrual system;
4.4 In the deceased estate is an immovable asset being a bonded property situated at 1[...] C[...] Avenue, Eastleigh, Edenvale, Gauteng (the property);
4.5 The respondent's, first and second, state that the estate has a substantial shortfall and the property is to be sold to make up this shortfall;
4.6 The applicants were given first option to purchase but failed to do so. The respondent then received an offer from the daughter of the first respondent which offer the respondents are considering.
[5] The applicants argue that the first respondent has in fact accepted the offer from her daughter and as such there is thus a conflict of interest. They further argue that the first respondent, after numerous request has failed to furnish them with list of creditors and the proof of the creditor's claims. She also failed to disclose how much her estate was at the time of the death of the deceased to enable them to determine whether the estate has a claim against the first respondent's estate.
[6] The respondent's argue that the applicants do not have a vested right or interest in the property and they have failed to make out a case for the relief that they seek on the papers.
[7] This application is premised on section 54 (1)(a)(v) of the Administration of Estates Act 66 of 1965 (the Act) which reads as follows:
"54 Removal from office of executor
(1) An executor may at any time be removed from office
(a) by court-
(v) if for other reason the Court is satisfied that it is undesirable that he should act as executor of the estate concerned; and..."
[8] On a reading of the aforesaid provision it is evident that the desirability of the executor to continue acting as such is key in
determining whether to remove the executor or not.
[9] In my reading of the case at hand I am of the view that the only aspect that points to the executrix's desirability to still hold
the position of executor is the fact that the applicant's contend that a conflict of interest arose when the executrix and the agent accepted an offer to purchase the property of the deceased estate. From the bar counsel for the respondents advised that the offer to purchase made by the daughter had not been accepted and the property had not been sold as yet. This differs from the papers put up which indicate that the first and second respondent were incline to accept the offer made as far back as 3rd August 2015. In the answering affidavit the executrix states "... The offer complained of by the Applicants represents an offer in the amount of R900 000.00. The offer is indeed consider(ed) as reasonable having regard to the valuation done on the property ..."
[10] Section 49 of the Act states:
"49 Purchases by executor of property in estate, or mortgaged or pledged to the deceased
(1) If any executor or his spouse, parent, child, partner, employer, employee or agent purchases any property in the estate which he has been appointed to liquidate and distribute, the purchase shall, subject to the terms of the will (if any) of the deceased, and, in the case of an executor who is the surviving spouse of the deceased, to the provisions of section thirty-eight, be void, unless it has been consented to or is confirmed by the Master or by the Court.
(2) An executor may, in his capacity as such, and subject to the consent of or confirmation by the Master, buy in any property mortgaged or pledged to the deceased."
[11] In this instance there is no evidence that the consent of the Master or the heirs was obtained as regards the sale to the daughter
of the executrix. The respondent though place emphasis that the requited consent or confirmation will be obtained. Firstly, it is clear from the papers that the consent of the heirs, who incidentally are the applicants, will not be forthcoming. As regards the Masters confirmation, nothing in the papers indicates that the respondents have attempted to seek same. Thus without the confirmation the sale is void and as such technically has not or could not have been accepted as alleged by the applicants.
[12] It would seem that the application on this premise is thus premature.
[13] In respect of the disclosure of the value of the executrix's estate and disclosure of the creditors of the deceased estate, that
information is obtainable from the agent, being the second respondent, who is tasked with finalising the deceased estate. The applicants have stated that they had requested this information from the agent and the executrix however same was not forth coming. On the other hand the respondents state that they have provided this information to the applicants and they put up proof thereof. I note that, what is put is up is schedule of the creditor and the amounts due to each creditor. The applicants then sought proof or vouchers depicting the said amounts due to each creditor. In essences the respondents have complied substantially with the request of the applicants and their conduct could not be said to be obstructive or maladministration of the deceased estate, warranting the removal of the executrix.
[14] With regards to the value of the estate of the executrix the first respondent states that the applicants are not entitled to this
information. The other side of this argument, by the applicants, is that the applicants require this information to establish if the executrix needs to pay into the deceased estate as result of the accrual. This would make the first respondent a debtor of the deceased estate.
[15] In my view, this request is yet another that is premature as the applicants have not indicated whether they sought to obtain same
from the Masters offices as these document's and that of the creditors would have been placed before the Master. In fact the respondent point the applicants in the direction of the Master if they are not satisfied with what they have been provided with and have not taken this up. This is found in the respondent's letter of 19 August 2015. In this same correspondence the applicants are also advised that the offer for the property could not be regarded as accepted until an endorsement was obtain by the Master.
[16] For the reasons set out above, I am in agreement with the respondent's contention that the applicants have on the papers before me not made out a case for the removal of the executrix and the ancillary relief sought. I finds that there is no conflict that exist as yet, that there is no obstructive behaviour on the part of the executrix and that there has been no maladministration or non-administration of the deceased estate.
[17] Turning to the issue of costs in the circumstances of this case I am of the view that the applicants are trying as best as they can to prevent the finalisation of this deceased estate, having not exhausted avenues available to them before coming to court. It is only correct that they pay the costs, however I am of the view that it be on a normal scale and not a punitive scale.
[18] Consequently the following order is made:
[18.1] The applicant's application for removal of the executrix and the ancillary relief sought is dismissed with costs. Such costs to be on a party and party scale.
W. Hughes
Judge of the High Court Gauteng, Pretoria
Appearances:
For the Applicant: I M Lindeque
Instructed by: Mamba Attorneys
For the Respondent: J J Greeff
Instructed by: Kemp De Beer & Goosen
Date heard: 31 January 2017
Date delivered: 14 February 2017
Case-aware research
Ask AI about this case
The judgment and available research above are public. New questions open in a separate private conversation grounded in this case.