Wren and Another v Master of the High Court Eastern Cape High Court, Port Elizabeth and Another (3727/12) [2015] ZAECPEHC 8 (19 February 2015)
- Citation
- [2015] ZAECPEHC 8
- Status
- Ruling
- Jurisdiction
- South Africa
- Court
- Eastern Cape High Court, Port Elizabeth
- Panel
- E Revelas, J W Eksteen
- Case number
- 3727/12
More details
- Court
- Eastern Cape High Court, Port Elizabeth
- Panel
- E Revelas, J W Eksteen
- Case number
- 3727/12
On this page
Professional case brief
Research organized from the available case record
01
Holding and result
The court held that the two handwritten notes left by the deceased, each containing bequests, were not irreconcilable and could be read together. The absence of revocation clauses and the inability to determine which note was written first did not render them contradictory, as neither note revoked the other nor did they bequeath the same asset to different persons. The interpretation of the notes and the application of common law principles led to the conclusion that both notes should be accepted as codicils. However, due to the lack of authoritative precedent on this issue, the court found that there is a reasonable prospect that another court may reach a different conclusion, justifying the granting of leave to appeal.
Court disposition
Leave to appeal to the Supreme Court of Appeal is granted.
Orders
- Leave to appeal to the Supreme Court of Appeal is granted to the second respondent.
02
Material facts
Parties
Sandra Jane Wren
Applicant Counsel: Adv A Beyleveld SCYolandi Mynhardt
Applicant Counsel: Adv D BandsThe Master of the High Court, Eastern Cape High Court, Port Elizabeth
RespondentIan David Mitchell N.O.
Respondent Counsel: Adv A.M. Breitenbach SCAmounts and remedies
- Bequest Amount in First Note: ZAR 1,000,000
- Bequest Amount in Second Note (each): ZAR 1,000,000
03
Procedural history
Posture
Leave to Appeal / Application for Leave to Appeal to the Supreme Court of Appeal
04
Questions and positions
Legal issues
- 01
Whether the two handwritten notes left by the deceased constitute valid codicils to her will.
- 02
Whether the notes are irreconcilable or can be read together to give effect to all bequests.
- 03
Whether the absence of revocation clauses affects the validity or interpretation of the codicils.
- 04
Whether there is a reasonable prospect that another court may reach a different conclusion.
Party arguments
- Applicant
- The applicants argued that both notes left by the deceased should be accepted as codicils to her will, as they contain clear bequests and are not irreconcilable. They contended that the absence of revocation clauses does not invalidate either note, and that both can be read together to give effect to the deceased's intentions.
- Respondent
- The second respondent, acting as executor, argued that the notes are contradictory and cannot both be given effect. He submitted that the lack of clarity regarding which note was written first and the absence of revocation clauses create uncertainty, and that only one note should be accepted as a valid codicil.
05
Court’s reasoning
Legal principles
- 01
Common law; see paragraph 15 of judgment
Where two testamentary documents are not irreconcilable and do not revoke each other, both may be given effect as codicils.
- 02
Section 16(1)(a)(ii) of the Superior Courts Act, 10 of 2013
An appeal lies to the Supreme Court of Appeal from a decision of the High Court as a court of first instance consisting of more than one judge.
06
Ratio, limits and disposition
Ratio decidendi
The court held that the two handwritten notes left by the deceased, each containing bequests, were not irreconcilable and could be read together. The absence of revocation clauses and the inability to determine which note was written first did not render them contradictory, as neither note revoked the other nor did they bequeath the same asset to different persons. The interpretation of the notes and the application of common law principles led to the conclusion that both notes should be accepted as codicils. However, due to the lack of authoritative precedent on this issue, the court found that there is a reasonable prospect that another court may reach a different conclusion, justifying the granting of leave to appeal.
Obiter and limits
- There is a dearth of authority on the interpretation of multiple codicils without revocation clauses, which warrants consideration by a higher court.
- The case raises important questions regarding the application of common law principles to testamentary documents.
Court disposition
Leave to appeal to the Supreme Court of Appeal is granted.
- Leave to appeal to the Supreme Court of Appeal is granted to the second respondent.
Source and reliance status
Eastern Cape High Court, Port Elizabeth
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.
Eastern Cape High Court, Port Elizabeth
Ruling
IN THE HIGH COURT
OF SOUTH AFRICA
EASTERN CAPE DIVISION – PORT ELIZABETH
Case No: 3727/12
Date: 19 February 2015
In the matter between
SANDRA
JANE WREN................................................................................................. First Applicant
YOLANDI MYNHARDT...........................................................................................Second Applicant
and
THE
MASTER OF THE HIGH COURT
EASTERN CAPE HIGH COURT,
PORT ELIZABETH.....................................................................................................First Respondent
IAN DAVID MITCHELL N.O. …......................................................................... Second Respondent
REASONS FOR
GRANTING LEAVE TO APPEAL
TO THE SUPREME
COURT OF APPEAL
REVELAS J
[1] The father of the late Carolyn Ellen de Villiers, in his capacity as executor of her deceased estate (the second respondent), applies for leave to appeal to the Supreme Court of Appeal against the orders made on 11 December 2014 by this Court, declaring Annexure A to the applicant’s notice of motion to be a codicil of the Will of the deceased, and directing the Master to accept it as such.
[2] The deceased left two notes (Annexures A and B) each containing bequests, shortly before her death and it was held that read together, they were not irreconcilable.
[3] In the one note the deceased bequeathed one million rand to the second respondent and in the other she made two bequests of one million rand each to the first and second respondents respectively. Neither of the two notes in question which were held to be codicils, contained revocation clauses and it was not possible to determine which one was written first. It was considered that the two notes were not contradictory in the sense that any particular asset was bequeathed to one person in the first note and to another in the second. In the event that the note with the single bequest was executed first then the subsequent note serves merely to add a further bequest. In the event that the note with the two bequests, made in unambiguous terms, was executed first, then, absent an equally clear and unambiguous revocation, the original bequest is deemed not to be revoked by the
terms of the second note (see paragraph 15 of judgment). Thus it was held that the two notes, read together, were not irreconcilable.
[4] The conclusion flows from the interpretation of the two notes and the application of points of common law in respect of which there is a dearth of authority. There is therefore a reasonable prospect of another court finding differently.
[5] Section 16(1)(a)(ii) of the Superior Courts Act, 10 of 2013, provides that an appeal against any decision of a High Court, as a court of first instance and consisting of more than one judge, lies to the Supreme Court of Appeal.
_______
E
REVELAS
JUDGE
OF THE HIGH COURT
EKSTEEN
J
I agree.
J
W EKSTEEN
Counsel for applicants: Adv A Beyleveld SC
Adv D Bands
Instructed by: BLC Attorneys
Port Elizabeth
Counsel for 2nd respondent: Adv A.M. Breitenbach (SC)
Instructed by: De Villiers & Partners
Date Heard: 19 February 2015
Date Available: 19 February 2015
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