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South Africa Ruling

Eastern Cape High Court, Port Elizabeth

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)

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Professional case brief

Research organized from the available case record

Source document

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 SC

Yolandi Mynhardt

Applicant Counsel: Adv D Bands

The Master of the High Court, Eastern Cape High Court, Port Elizabeth

Respondent

Ian David Mitchell N.O.

Respondent Counsel: Adv A.M. Breitenbach SC

Amounts and remedies

  • Bequest Amount in First Note: ZAR 1,000,000
  • Bequest Amount in Second Note (each): ZAR 1,000,000

03

Procedural history

  1. Posture

    Leave to Appeal / Application for Leave to Appeal to the Supreme Court of Appeal

04

Questions and positions

Legal issues

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

  1. 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.

  2. 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

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Judgment reading view

Judgment text

The complete available source text.

Source document

Eastern Cape High Court, Port Elizabeth

Ruling

[2015] ZAECPEHC 8

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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Authorities

Authorities used by the court

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

Superior Courts Act, 10 of 2013

Legislation

Legislation referenced in the available case record.

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