PREFACE... BIBLIOGRAPHY . TABLE OF STATUTES . TABLE OF CASES . hapter 1 GENERAL CONTENTS Introduction THE ADMINISTRATION OF ESTATES 4 CONTENTS OF WILLS AND FREEDOM OF TESTATION 1.4.1 1.4.2 1.4.3 1.4.4 1.5. VESTING AND ENFORCEMENT OF RIGHTS 1.5.1 15.2 153 1.5.4 al 1 . 1.2 TESTATE AND INTESTATE LAW OF SUCCESSION ... 13 < Freedom of testation and its restrictions . The influence of the Constitution on freedom of testation General testamentary institutions : Freedom of testation and the revocation and amendment of wills The ‘falling open of the estate: ‘dies cedit’and ‘dies venit” Vesting of rights in the law of testate succession ...... Vesting of rights in the law of intestate succession Problems related to vesting of rights . . 1.6 LEGAL POSITION IN RESPECT OF THE DECEASED ESTATE . 1.7, BASIC REQUIREMENTS FOR SUCCESSION Chapter 2 The Law of Intestate Succession 2.1 INTRODUCTION ............ 2.2 HISTORICAL BACKGROUND . 2.3 DEFINITION OF CONCEPTS ....... : 2.4 THE INTESTATE SUCCESSION ACT 81 OF 1987 2.5. EXPOSITION AND APPLICATION. 2.5.1 25.2 2.5.3 25.4 25.5 25.6 General: the meaning of ‘spouse’ for the purposes of the Intes- tate Succession Act 81 of 1987 and the extension of the applica- tion of the Act sees . Deceased survived by one or more spouses but not by descen- dants Deceased su Deceased survived by one or more spouses and descendants Deceased not survived by spouse or descendants but by both parents ....... Deceased not survived by spouse or descendants but by one Parent and descendants of predeceased parent vil v xiii xxv xxii Na woUNo BScecavvy 13 14 15 16 18 18 20 21 2a 24 242.5.7 Deceased not survived by spouse, descendants or parents but by descendants of predeceased parents 2.5.8 Deceased not survived by spouse, descendants, parents or descendants of parents but by blood relations in the third or further orders of succession (parentelae) 2.6 THE POSITION OF THE ADOPTED CHILD IN THE LAW OF INTESTATE SUCCESSION 2.7 THE POSITION OF THE CHILD OF UNMARRIED PARENTS IN THE LAW OF INTESTATE SUCCESSION .......0000220000eeeesseeeeeeeseeeees . 2.8 THE POSITION OF CHILDREN BORN AS A RESULT OF ARTIFICIAL FERTILI- SATION AND SURROGATE MOTHERHOOD AGREEMENTS IN THE LAW. OF INTESTATE SUCCESSION . 2.9 UNWORTHINESS FOR INTESTATE SUCCESSION 2.10 RENOUNCEMENT BY INTESTATE HEIR 2.11 NO INTESTATE HEIRS ... Chapter 3 Testamentary Capacity and Capacity to sign as a Witness 3.1 INTRODUCTION we 3.2 TESTAMENTARY CAPACITY 3.2.1 Introduction 3.2.2. Formal testamentary capacity ... 3.2.3 Factors influencing free testamentary expression 3.2.4 Delegation of testamentary power 3.3 CAPACITY TO SIGN AS WITNESS Chapter 4 Formalities in the Execution and Amendment of Wills 4.1, FORMALITIES IN THE EXECUTION OF WILLS 4.1.1 Underhand (or statutory) will 4.1.2. The court’s power to condone a formally defective will 4.2 FORMALITIES IN AMENDING A WILL 4.2.1 Introduction 4.2.2 Amendments made before the execution of a will 4.2.3. Amendments made after the execution of a will 4.2.4 Consequences of non-compliance with formality requirements 4.2.5 Amendment of printed forms 4.2.6 Doctrine of dependent relative amendment Chapter 5 Invalid Wills and Revocation of Wills 5.1 INVALID WILLS 5.2. REVOCATION OF WILLS 5.2.1 Introduction 5.2.2 Express revocation Law of Succession 25 26 27 30 31 32 33 35 36 37 37 38 44 47 51 53 54 67 79 79 79 80 83 84 85 86 88 88accession by . 25 26 - 7 OF + 30 IL 31 32 33 35 36 37 37 38 44 47 51 53 54 67 79 79 79 cee 80 ts. 83 84 85 86 88 88 90 Contents 5.2.3. Tacit revocation 4 5.2.4 Conditional or supposed revocation .. 2 5.2.5. Revival of a revoked will. Chapter 6 Capacity to Inherit 61 6.2 63 6.4 65 6.6 67 INTRODUCTION . GENERAL STATUTORY PROVISIONS - 6.2.1 The unborn child . 7 622 Children of unmarried parents and adopted children... 6.2.3 Class bequests . 6.2.4 Statutory representation (or accrual) UNWORTHY PERSONS . 6.3.1 General . 6.3.2 Specific cases of unworthiness . 6.3.3 Application of the unworthiness principle outside of the law of succession . PERSONS PARTICIPATING IN THE EXECUTION PROCESS . 6.4.1 General . 6.4.2. Position regarding testators who died on or after 1 October 1992 . SPOUSE WHO HAS PERSUADED A MINOR TO MARRY WITHOUT CONSENT . GUARDIANS, CURATORS AND ADMINISTRATORS (CONSEQUENCES OF INCAPACITY TO INHERIT Chapter 7 The Contents of Wills X 71 72 73 74 75 7.6 INTRODUCTION BENEFICIARIES . 7.21 Heirs ... 7.2.2 Legatees 7.2.3. Difference between heirs and legates CONDITIONS AND DIES 7.3.1. Introduction .. 7.3.2 Conditional provisions 7.3.3 Dies . THE MODUS ....... SUBSTITUTION . 7.5.1 Introduction ..... 7.5.2 Direct substitution . coe FIDEICOMMISSARY SUBSTITUTION ...... . 7.6.1 The legal nature of a fideicommissum 7.6.2. Requirements for a valid fideicommissum 100 - 104 . 107 110 -10 WwW we 2 - 113 114 1s us 116 19 120 120 121 124 124 125 . 128 129 130 130 132 132 . 132 133 - 139 140 wee 143 we 143 143 147 147 148vutby ants, Succession 25 26 27 31 32 33 35 36 37 37 38 44 47 51 53 54 67 79 79 79 80 83 85 86 88 88 90 Contents 5.2.3. Tacit revocation 5.2.4 Conditional or supposed revocation 5.2.5 Revival of a revoked will Chapter 6 Capacity to Inherit 6.1 6.2 63 6.4 65 6.6 67 INTRODUCTION GENERAL STATUTORY PROVISIONS 6.2.1 The unborn child . 6.2.2 Children of unmarried parents and adopted children 6.2.3. Class bequests 6.2.4 Statutory representation (or accrual) UNWORTHY PERSONS . 6.3.1. General . : 6.3.2. Specific cases of unworthiness ..... 6.3.3 Application of the unworthiness principle outside of the law of | succession . PERSONS PARTICIPATING IN THE EXECUTION PROCESS 6.4.1 General 6.4.2. Position regarding testators who died on or after 1 October 1992 A SPOUSE WHO HAS PERSUADED A MINOR TO MARRY WITHOUT CONSENT GUARDIANS, CURATORS AND ADMINISTRATORS... CONSEQUENCES OF INCAPACITY TO INHERIT . Chapter 7 The Contents of WllsX 7.1 7.2 73 74 75 7.6 INTRODUCTION BENEFICIARIES .. 7.21 Heirs ........ 7.2.2 Legatees . 7.2.3 Difference between heirs and legatees ... CONDITIONS AND DIES... 7.3.1 Introduction . 73.2. Conditional provisions. 7.3.3 Dies ‘THE MODUS SUBSTITUTION ........ 7.5.1 Introduction . 7.5.2 Direct substitution FIDEICOMMISSARY SUBSTITUTION ..... 7.6.1. The legal nature of a fideicommissum . 7.6.2 Requirements for a valid fideicommissum 100 104 107 . 110 21 mW . 112 - 13 114 a 11S, - 1s 116 19 . 120 120 121 - 124 124 . 125 128 129 - 130 +. 130 - 132 132 132 - 133 139 140 143 143 143 147 147 148