1887

n Journal for Juridical Science - An evaluation of the limitation imposed upon freedom of testation by section 13 of the 57 of 1988

USD

 

Abstract

<b>'n Beoordeling van die beperking geplaas op testeervryheid deur artikel 13 van die <I>Wet op die Beheer oor Trustgoed&lt;/I&gt; 57 van 1988</b> <br>Artikel 13 van die <I>Wet op die Beheer oor Trustgoed&lt;/I&gt; verleen aan die Hooggeregshof die bevoegdheid om die bepalings van trustinstrumente te wysig. Die toepaslikheid van hierdie artikel op testamentêre trusts bring mee dat dit geredelik as 'n statutêre beperking op die testeervryheid van Suid-Afrikaanse testateurs aangemerk word. Artikel 13 se gemeenregtelike ekwivalent, naamlik wysiging van testamentêre trustbepalings <I>ob causam necessariam</I>, word egter nie insgelyks as 'n gemeenregtelike beperking op testeervryheid geklassifiseer nie. Dit blyk uit regspraak dat, alhoewel laasgenoemde geval van wysiging inderdaad 'n afwyking van die wense van 'n testateur meebring, dit steeds in ooreenstemming eerder as teenstrydig met sodanige wense geskied. Die nie-klassifikasie van wysiging <I>ob causam necessariam&lt;/I&gt; as 'n beperking op testeervryheid blyk dus geregverdig te wees. Artikel 13 vertoon egter 'n ietwat ambivalente karakter in hierdie verband, aangesien die beperkende uitwerking van dié artikel op testeervryheid, so word aangevoer, grootliks van die inhoud van die tersaaklike hofbevel en die feite van die betrokke geval afhang. In hierdie bydrae word regspraak oor artikel 13 ontleed ten einde hierdie bewering te staaf.

Section 13 of the <I>Trust Property Control Act bestows&lt;/I&gt; on the High Court the power to vary the provisions of trust instruments. This section's applicability to testamentary trust provisions occasions its frequent classification as a statutory limitation on South African testators' freedom of testation. Section 13's common law counterpart, namely variation of testamentary trust provisions <I>ob causam necessariam</I>, is however, not likewise classified as a common law limitation on freedom of testation. It appears from case law that the latter instance of variation, although occasioning a departure from the wishes of the founder of a testamentary trust, still occurs in consonance with such wishes, rather than in contradiction thereof. The non-classification of variation <I>ob causam necessariam&lt;/I&gt; as a limitation on freedom of testation therefore appears justified. Section 13, however, exhibits somewhat of an ambivalent character in the above regard, in that its limiting effect on freedom of testation is, it is submitted, dependent upon the content of a court's order under this section as well as the facts of the particular case. In this contribution, case law on section 13 is analysed in support of this contention.

Loading

Article metrics loading...

/content/juridic/30/1/EJC55552
2005-06-01
2016-12-03
This is a required field
Please enter a valid email address
Approval was a Success
Invalid data
An Error Occurred
Approval was partially successful, following selected items could not be processed due to error