Lotter v Trustees for Time Being of Phildi Trust (13754/2023) [2024] ZAWCHC 158 (7 June 2024)
Court
Western Cape High Court, Cape Town
Case number
13754/2023
Judge
J Cloete
The High Court upheld an exception to a trust’s claim under a divorce settlement, finding no pleaded acceptance of a third-party benefit and an invalid pactum successorium.
Oosthuizen N.O v D.J.P.B and Others (20665/2021) [2023] ZAGPPHC 30 (24 January 2023)
Court
North Gauteng High Court, Pretoria
Case number
20665/2021
Judge
L. Coetzee
The High Court held that a divorce settlement clause directing a pension to minor children upon death was an invalid pactum successorium and unenforceable against the estate.
Van Aardt v Van Aardt and Others (ECJ 062/2005) [2005] ZAECHC 28 (21 July 2005)
Court
High Courts - Eastern Cape
Case number
ECJ 062/2005
Judge
Plasket
The court held that the deferred sale agreement vested rights in the applicant immediately upon its conclusion, and was not contingent on the uncertain event of which party died first. The agreement was not a pactum successorium, as it did not operate as a testamentary disposition but as a binding contract for consideration. The property was described with sufficient precision to comply with statutory requirements. The court further found no express or tacit resolutive condition requiring the continued existence of the partnership; clause 4 merely provided a mechanism for payment of insurance…
McAlpine v McApline NO and Another (299/95) [1996] ZASCA 127; 1997 (1) SA 736 (SCA); [1997] 1 All SA 264 (A); (12 November 1996)
Court
Supreme Court of Appeal
Case number
299/95
Judges
Corbett, Nienaber, Howie, Olivier, Scott
The majority held that the agreements between the brothers constituted a classic form of pactum successorium, as they provided for the reciprocal transfer of shares in the company upon the death of either party, contingent on survivorship. Applying the vesting test, the court found that the right to the shares did not vest inter vivos but only upon the death of the first-dying, making the disposition mortis causa. The agreements thus fettered the freedom of testation and circumvented testamentary formalities, rendering them invalid under South African law. The court dismissed the appeal, upho…