Bayer Trust v Bayer and Others (17673/2024) [2024] ZAWCHC 404 (2 December 2024)

72 Reportability
Land and Property Law

Brief Summary

Eviction — Prevention of Illegal Eviction from and Unlawful Occupation of Land Act 19 of 1998 — Application for eviction of first respondent from property owned by Bayer Trust — First respondent claims lawful occupation based on oral agreement and long-term residence — Applicant contends first respondent is an unlawful occupier post-divorce — Court considers standing of applicant, non-joinder of first respondent's children, and pending ownership dispute in related case — Eviction application postponed pending resolution of ownership issues, as it would not be just and equitable to evict first respondent under current circumstances.

Comprehensive Summary

Case Note


Bayer Trust v Charlene Juanita Bayer and Others

Case No: 17673/2024

Heard: 21 November 2024

Delivered: Electronically on 02 December 2024


Reportability


This case is reportable due to its implications on the interpretation of the Prevention of Illegal Eviction from and Unlawful Occupation of Land Act 19 of 1998 (the PIE Act) and the rights of long-term occupiers. The judgment addresses significant issues regarding the standing of trusts in legal proceedings, the necessity of joining parties with a direct interest in eviction applications, and the balance between property rights and the rights of individuals who have occupied property for extended periods.


Cases Cited



  • Braun v Blann and Botha 1984 2 SA 850 (A)

  • Cupido v Kings Lodge Hotel 1999 (4) SA 257 (E)

  • Commissioner for Inland Revenue v MacNeillie's Estate 1961 (3) SA 833 (A)

  • Land and Agriculture of South Africa v Parker and Others 2005 (2) SA 77 (SCA)

  • Standard Bank of South Africa Ltd v Swanepoel NO 2000 3 SA 379 (T)

  • Port Elizabeth Municipality v Various Occupiers 2005 (1) SA 217 (CC)

  • Occupiers of erven 87 & 88 Berea Christian Frederick De Wet N.O 2017 (5) SA 346 (CC)

  • Villon Family Trust v Kirby (9878/2011) [2012] ZAWCHC 45 (18 May 2012)


Legislation Cited



  • Prevention of Illegal Eviction from and Unlawful Occupation of Land Act 19 of 1998

  • Trust Property Control Act 57 of 1988

  • Constitution of the Republic of South Africa, 1996


Rules of Court Cited


No specific rules of court were cited in the judgment.


HEADNOTE


Summary


The High Court of South Africa addressed an eviction application by the Bayer Trust against Charlene Juanita Bayer and other occupants of a property. The court considered the legal standing of the trust, the necessity of joining parties with a direct interest in the eviction, and the implications of the PIE Act on long-term occupiers. Ultimately, the court postponed the eviction application pending the resolution of a related ownership dispute.


Key Issues


The key legal issues addressed in this case include the standing of the Bayer Trust to bring the eviction application, the necessity of joining the first respondent's children in the proceedings, and whether the eviction application should be postponed due to a pending ownership dispute.


Held


The court held that the Bayer Trust's application was properly before the court despite the technicality of not citing the trustees in their representative capacities. It also found that the first respondent's children did not have a direct legal interest in the eviction proceedings. The court ultimately decided to postpone the eviction application pending the resolution of a related case regarding the ownership of the property.


THE FACTS


The Bayer Trust sought to evict Charlene Juanita Bayer, who had occupied the property since 1998, following her divorce from Warwick Bayer, a trustee of the trust. The first respondent claimed that her occupation was lawful based on an oral agreement made during her marriage, asserting that the property was intended for family use and business operations. The trust argued that the first respondent was unlawfully occupying the property after failing to pay rent since the divorce. The first respondent opposed the eviction, raising preliminary points regarding the trust's standing and the necessity of joining her children in the proceedings.


THE ISSUES


The court had to decide whether the Bayer Trust had standing to bring the eviction application, whether the failure to join the first respondent's children rendered the application null and void, and whether the eviction application should be dismissed or postponed pending the outcome of a related ownership dispute.


ANALYSIS


The court analyzed the legal standing of the Bayer Trust, noting that while a trust lacks legal personality, the identities of the trustees were clearly discernible from the Letters of Authority attached to the application. The court emphasized that the failure to cite the trustees did not render the proceedings void, as the substance of the application was intact. Regarding the joinder of the first respondent's children, the court found that they did not have a direct legal interest in the eviction proceedings, as they were not occupying the property independently. The court also considered the implications of the PIE Act, highlighting the need to protect the rights of long-term occupiers and the importance of resolving the ownership dispute before proceeding with the eviction.


REMEDY


The court ordered that the eviction application be postponed sine die, allowing the first respondent to remain in occupation of the property pending the finalization of the related case regarding the ownership of the property. The costs of the application were also held over pending the outcome of the related case.







REPUBLIC OF SOUTH AFRICA
IN THE HIGH COURT OF SOUTH AFRICA
(WESTERN CAPE DIVISION, CAPE TOWN)

CASE NO: 17673/2024

In the matter between:

BAYER TRUST Applicant
(REGISTRATION NUMBER: IT 1474/94

And

CHARLENE JUANITA BAYER First Respondent

ALL OTHER OCCUPANTS OF THE PROPERTY Second Respondent

CITY OF CAPE TOWN MUNICIPALITY Third Respondent

Heard: 21 November 2024

Delivered: Electronically on 02 December 2024


JUDGMENT
___________________________________________________________________

LEKHULENI J

INTRODUCTION

[1] This is an application for the eviction of the first and second respondents from
a certain farm known to the parties as Kleinbegin, Stellenbosch farm 419,
Zevenwacht Link Road, Kuilsriver, in terms of section 4(1) of the Prevention of Illegal
Eviction from and Unlawful Occupation of Land Act 19 of 1998 ('the PIE Act'). The
applicant (‘the trust’) is the registered owner of the farm. The first respondent averred
that she is not an unlawful occupier of the farm as envisaged in section 1 of the PIE
Act. The central question in this application is whether an eviction order should be
granted against the first respondent, who has occupied the farm since 1998.

BACKGROUND FACTS

[2] The first respondent took occupation of the property whilst married to Warwick
Bayer, a trustee of the Bayer Trust (the applicant). The first respondent has been in
occupation of the property for 26 years. Mr Warwick Bayer and the first respondent
divorced in March 2020. Since that time, the first respondent has not made any
rental payments for the property. The applicant asserted that on 31 May 2024, a
written notice to vacate was sent to the first respondent via email, giving her until 31
July 2024 to vacate the farm. The applicant contended that the first respondent has
neglected or refused to vacate the property as requested. As a result, the first
respondent continues to occupy the property unlawfully, in violation of section 1 of
the PIE Act.

[3] The applicant stated that it made several offers to the first respondent to
either provide her with alternative accommodation or assist her in finding a diff erent
place to stay. This was done to resolve the matter and encourage the first
respondent to vacate the property voluntarily. To date, the first respondent has failed
and/or refused to accept the offer of alternative accommodation from the applicant.
The applicant stated that the first respondent has an interest in the business
operating from the farm, Shadowlands Wholesale Nursery. She is a shareholder and
earns an income from this company.

[4] The applicant submitted that similar accommodation is available for rent in the
greater Kuilsriver area. According to the applicant, the eviction of the first and the
second respondents will not render them homeless as they cannot be considered
extremely poor, and they do not fall into a specific vulnerable group due to poverty
and being disadvantaged, as the first respondent indicated he is earning a regular
income. The applicant contended that the first respondent is in no way destitute
considering the assets transferred to her in terms of the Consent Paper incorporated
in the final divorce order when her divorce with Mr Warwick Bayer was finalised.

[5] The applicant explained that the circumstances of this case do not trigger the
third respondent ’s (the municipality) constitutional obligation to provide housing or
emergency accommodation to the first respondent because she is able to make
alternative arrangements as she has an income.

[6] The applicant further asserted that the PIE Act and section 26 of the
Constitution do not provide an absolute entitlement to the first and second
respondents to be provided with accommodation. From the applicant's point of view,
the applicant bears no cons titutional obligation to provide alternative housing to the
first and second respondents and is entitled to use the farm for its own needs and
purpose. Considering the facts of this matter, the applicant stated that its rights
under section 25 of the Constitution are stronger than those of the first and second
respondents under section 26 of the Constitution. The applicant contended that it
has invested in this property and intends to generate income from it.

[7] The first respondent opposed the appli cant's application and raised three
preliminary points: first, the improper citation of the applicant; second, the failure to
join the applicant's children; and third, the issue of lis pendens . Apropos the first
preliminary point, the applicant asserted th at a trust is not a legal person and cannot
litigate in its name. The correct parties to any litigation involving a trust are the
trustees in their official capacity. The first respondent stated that the failure to cite the
trustees of the Bayer Trust in t heir representative capacities renders these
proceedings null and void, as a non -existent party could not institute legal
proceedings.

[8] Concerning the second preliminary point, the first respondent asserted that
the applicant has failed to join essential parties to these proceedings, specifically her
two adult children. According to the first respondent, the joinder of the two children is
not merely a matter of convenience but one of necessity. The first respondent
explained that the two children have resided on this property their entire lives and
have established their own rights of occupation. They are both young adults pursuing
tertiary education, one in her final year of law studies at Stellenbosch University and
the other in her first year of a BCom Accounting degree. The first respondent stated
that any eviction order would directly and substantially affect their rights and
interests.

[9] The first respondent averred that the audi alteram partem rule requires that all
parties whose rights may be affected by a court order should be afforded an
opportunity to be heard. By failing to join her two children, the applicant has deprived
them of this fundamental right. Moreover, the applicant contended that an order
made in their absence would be incompetent and unenforceable against them.
According to the first respondent, the failure to join necessary parties is not a mere
technical oversig ht but a fundamental flaw in the application. It underscores the
applicant's disregard for the full scope of rights and interests vested in this property
and demonstrates a lack of good faith in bringing this application.

[10] Regarding the third preliminary point, the first respondent mentioned that
there is currently a pending case (Case number 21620/2014) before this court to
determine the rights of the parties concerning the trust and its assets, including the
property, which is the subject of this eviction application. The applicant asserted that
the ownership of the impugned property owned by the applicant is disputed. This is
one of the issues to be considered in the pending action under case 21620/2014.
The s aid action ha s not yet been finalised, and its outcome will directly affect the
rights of the parties in relation to the property. The first respondent contended that it
would be premature and potentially prejudicial to her to proceed with this eviction
application bef ore the resolution of the pending action. The first respondent
submitted that it would be just and equitable for this court to hold the present
application over until such time as the pending action can be finally determined.

[11] Concerning the merits, the first respondent asserted that the Bayer Trust was
registered on 20 May 1994. Mr Warwick Bayer and the first respondent married in
1998, four years after the trust was registered. At the time of their marriage, she and
Mr Warwick Bayer were already collaborating on a nursery business together
through a close corporation known as Polkadraai Nursery CC t/a Shadowlands. The
first respondent was not part of the original trustees. However, she was added as a
trustee on 30 Septem ber 2003. The first respondent stated that the trust did not
acquire the farm, including the dwelling from which the applicant seeks to evict her,
until after this was purchased with money provided by Shadowlands, which was able
to procure a mortgage loan.

[12] At the time the first respondent was added as a trustee, War wick Bayer (her
ex-husband) and the first respondent entered into an oral agreement that the
property (the farm) would be purchased through the trust specifically for their family
to live t here indefinitely and for them to conduct the business of Shadowlands
Wholesale Nursery on the property. According to the first respondent, this agreement
has never been cancelled or terminated. Notwithstanding the creation of the trust,
the parties' true intention was always for the first respondent to have a lifelong right
of occupation of the property. This agreement was not merely verbal but was
evidenced by the parties' subsequent actions and the understanding of all the parties
involved. The first respondent has resided on and contributed to the property for over
two decades based on this agreement. The first respondent asserted that through its
actions, the trust has consistently recognised this arrangement until the recent
attempt to evict her from the premises.

[13] The first respondent emphasised that Shadowlands, the business entity
through which Mr Warwick Bayer and the first respondent operated, was the source
of funds for acquiring the farm. The trust did not have independent means to
purchase the property. This arrangement further demonstrates that the trust was
merely a vehicle for their joint business interests and was not intended to deprive her
of her rights to the property. All the transactions through which the trust acquired
assets were simulated, as those assets are, in fact, the assets of Warwick Bayer. At
all relevant times, Warwick Bayer dealt with the assets of the trust as if they were his
own. The first respondent asserted that the trustee did not comply with the provisions
of the Trust Property Control Act 57 of 1988, and the trust was not treated as a
separate legal entity but as Mr Warwick Bayers' alter ego.

[14] The first respondent denied that she was an unlawful occupier of the property,
as alleged by the applicant in the founding affidavit. In addition, the first respondent
averred that she has the right to occupy the property indef initely based on the
agreement made when she was added as a trustee and the property was purchased.
The first respondent mentioned that she has been living at the property since 1998,
which is 26 years to date. Their children have been living on the property since birth.

[15] Pursuant to t his long -term residence, coupled with the alleged extant
agreement granting the first respondent the right to live in the property indefinitely,
the first respondent asserts that she has established rights that are protected under
the PIE Act and potentially under the Extension of Security of Tenure Act 62 of 1997.
The first respondent does not dispute the allegation that no payments have been
made since her divorce from Mr Warwick Bayer in 2020. However, her residence on
the property is in terms of the right of habitatio, which was conferred upon her when
the farm was acquired.

PRINCIPAL SUBMISSIONS BY THE PARTIES

[16] At the hearing of this application, Mr Smit, the applicant's Counsel, submitted
that the trust is the registered owner of the impugned property. Counsel stated that
the first respondent occupied the property whilst married to Warwick Bayer, an
erstwhile trustee of the trust. The marriage was dissolved by divorce in March 2020,
and since the div orce, the first respondent has not paid any rental in lieu of
occupying the property. Mr Smit submitted that any rights the first respondent may
have had were terminated through a notice to vacate sent to the first respondent on
31 May 2024. In the premise s, Counsel argued that the first respondent, having no
right to occupy the property, is in unlawful occupation of the farm. The trust is entitled
to have the first and second respondent evicted.

[17] Concerning the incorrect citation of the applicant, Mr Smit submitted that the
applicant is cited as a trust. However, the deponent to the founding affidavit annexed
a copy of the Letters of Authority, which reflects the identities, including the identity
numbers of all trustees authorised to act as such on be half of the trust. As a result,
Counsel submitted that the identity of all the parties can be ascertained by having
regard to the Letters of Authority. On the question of non -joinder, Counsel submitted
that the two children never had any rights to occupy t he property and only occupied
same through and under Mr Warwick and the first respondent.

[18] Regarding the lis pendens defence, Mr Smit submitted that this matter is not
the same as case number 21620/2014 and does not involve the same dispute as the
present matter. Counsel implored the court to dismiss the points in limine and to
grant the eviction order against the respondents.

[19] On the other hand, Mr Van Zyl, the first respondent's legal representative,
argued that the applicant's application faces significant procedural hurdles. Mr Van
Zyl argued that the trust lacks standing to bring these proceedings. It was Mr Van
Zyl's submission that a trust lacks legal personality and cannot litigate in its name.
The trustees must be cited in their representative capacity, and this failure renders
the proceedings void ad initio.

[20] Mr Van Zyl also argued that there is a pending matter between the parties in
which the first respondent questions the ownership of the property occupied by the
first respondent. According to Mr Van Zyl, the issues raised in that case are
intertwined with t he current matter. An eviction order will be detrimental to the first
respondent in that if same is granted and the first respondent succeeds in the
pending action, the eviction order would prejudice the first respondent. Mr Van Zyl
requested the court to dismiss the application, or alternatively, to postpone it and
direct that it be heard together with the pending matter.

ISSUES TO BE DECIDED

[21] From the discussion above, this application raises three critical questions for
consideration, namely:

21.1 Does the applicant lacks standing to bring this application?
21.2 Does the applicant's failure to join the first respondent's children render the
applicant's application null and void?

21.3 Should this application be dismissed or postponed pending the action
proceedings under case number 21620/2014, which will determine the true
ownership of the farm occupied by the first respondent?

APPLICABLE LEGAL PRINCIPLES AND DISCUSSION

[22] For convenience, I will discuss the disputed issues mentioned above
sequentially.

Does the applicant lacks standing to bring this application?

[23] The first respondent challenge d the standing of the applicant because a trust
lacks legal personality and cannot litigate in its own name. The first respondent
contended that the trust’s improper citation as the applicant rather than th e trustees
is fatal to the applicant’s case. The first respondent contended that the trustees of
the applicant should have been cited in their representative capacity. This omission,
according to the first respondent, rendered the proceedings void ab initio.

[24] I must mention that the true legal nature of a trust has, for many years, been
the terrain for some intense legal debate.1 A trust does not have legal personality.2 A
trust is certainly not a legal person. A trust is a legal institution sui generis. Its assets
and liabilities vest in the trustees. 3 The trustees are the owners of the trust property
for the purpose of administering the trust, but as trustees, they have no beneficial
interest therein.4 Who the trustees are, their number, how they are appointed, and

1 See Honore’s South African Law of Trusts (2010) 5 ed at 67.
2 Braun v Blann and Botha 1984 2 SA 850 (A).
3 Cupido v Kings Lodge Hotel 1999 (4) SA 257 (E) para 263E.
4 Commissioner for Inland Revenue v MacNeillie's Estate 1961 (3) SA 833 (A) at 840G-H.
under what circumstances they have the power to bind the trust estate are matters
defined in the trust deed, which is the trust's constitutive charter.5

[25] I accept that it is important to cite the applicant in the manner proposed by the
first respondent. Specifically, when initiating legal proceedings in the name of the
trust, it is imperative to include all trustees of the trust in the citation. Furthermore, it
is generally impermissible merely to cite the name of th e trust.6 This is because the
general rule is that trustees must act jointly , and unless provided for otherwise, a
trust is not a legal person. The rights and obligations comprising th e trust estate do
not bestow legal personality on the trust. The same principle applies when suing a
trust as a defendant.

[26] However, the present matter, in my view, stands on a different footing. It is
common cause that the application was instituted in the name of the trust.
Annexure B1 to the founding affidavit is the Letters of Authority issued by the Master
in terms of section 6(1) of the Trust Property Control Act 57 of 198 8 which sets out
the names and particulars of the applicant's five trustees. Attached to it, is a
resolution dated 1 July 2024 passed at the meeting of trustees for the time being of
the Bayer Trust authorising Mr Michael Edward Bayer to institute proceedi ngs on
behalf of the trust for the eviction of the respondents.

[27] It is not in dispute that the names and identities of the trustees involved in th is
application are clearly discernible from the Letters of Authority attached to the
founding affidavit of the applicant . The failure to cite the trustees, in my view, does
not automatically mean that such a failure is fatal to the applicant's case. To assert
otherwise would emphasi se form at the expense of substance. The situation would
have been markedly different had the Letters of Authority, containing the names of
the trustees, not been included in the applicant’s founding affidavit. To this end, I
agree with th e views expressed in Villon Family Trust v Kirby ,7 in which a similar
argument was raised and rejected by the court . The court found that to uphold the

5 Land and Agriculture of South Africa v Parker and Others 2005 (2) SA 77 (SCA).
6 Gail Wingrove Rossiter NO v Nedbank limited (Unreported Case Number 8244/2010) (14 February
2020) (KZN) at paras 4 and 5.
7 (9878/2011) [2012] ZAWCHC 45 (18 May 2012).
respondent's argument would be to adopt an overly technical approach in the
circumstances of the matter.

[28] Significantly, i n Standard Bank of South Africa Ltd v Swanepoel NO ,8 the
court dealt with a case where a trust was cited as a party to a loan agreement,
instead of the individual trustees in their official capacities. After examining various
authorities, the court held that if the identity of all the parties can be ascertained by
having regard to a trust deed or extrinsic evidence, a suretyship (as in that case)
must be read accordingly. The court went on to say that even in construing a will
where an estate, or its residue, is left to a trust, or a bequest is made to a trust,
regard may be had to the trust deed to ascertain the identities of the trustees.9

[29] In this case, the trust deed was not attached; however, from the extrinsic
evidence provided, the names and identity of all the trustees can easily be
ascertained by having regard to the Lette rs of Authority issued by the Master of the
High Court attached to the applicant's application. There is also considerable
evidence that Mr Michael Bayer was authorised to launch the application on behalf of
the trust. Annexure B1 reflects that he is a trustee of the trust. Annexure B1 clearly
states that he is authorised to launch the proceedings on behalf of the trust.

[30] In my opinion, it would be unconscionable to dismiss the applicant's
application solely on the technicality that it should have been filed in the name of the
trustees, particularly given that the application explicitly identifies the trustees
involved. It would be putting form over substance to uphold the first respondent's
technical argument, as the trustees of the trust have been correctly identified in the
Letters of Authority, and the first respondent has not challenged their Letter s of
Authority.

[31] Furthermore, had the citation remained unnoticed, the effect of any judgment
granted in the proceedings would be no different from what it would have been had
the trustees been cited in their official capacities. From annexure B1 attached to the
founding a ffidavit, the respondents and the court can easily discern what the

8 [2000] 3 SA 379 (T).
9 Kohlberg v Burnette NO and Others 1986 (3) SA 12 (A) at 25F - 26B.
identities of the trustees are. In the circumstances, I firmly believe that the applicant’s
application is properly before the court, and the respondent's first preliminary point
must be rejected.

Does the applicant's failure to join the first respondent's children render the
applicant's application null and void?

[32] The first respondent contended that her two major children, who are currently
at university, should have been joined in these proceedings out of necessity, as they
have resided on the property for their entire lives and have established their own
rights of occupation. According to the first respondent, the non -joinder of the two
children constitutes sufficient grounds for the dismissal of this application. The first
respondent relies on the common law principle of the audi alteram partem rule,
which requires that all parties whose rights may be affected by a court order should
be afforded an opportunity to be heard. The first respondent contends that by failing
to join her two major children, the applicant has deprived them of this fundamental
right to be he ard, and any order made in their absence will be incompetent and
unenforceable against them.

[33] It is trite law that the test for joinder is whether a party has a direct and
substantial interest in the subject matter of the action, that is, a legal int erest in the
subject matter of the litigation, which may be affected prejudicially by the judgment of
the court.10 For certainty, the test for joinder was restated by Brand JA , as he then
was, in Bowring NO v Vrededorp Properties CC,11 as follows:

“The substantial test is whether the party that is alleged to be a necessary
party for purposes of joinder has a legal interest in the subject -matter of the
litigation, which may be affected prejudicially by the judgment of the Court in
the proceedings concerned. . .”


10 South African Archive Trust v South African Reserve Bank 2020 (6) SA 127 (SCA) at 30; Absa
Bank Limited v Naude N.O 20264/14 [2015] ZASCA 97 (1 June 2015).
11 2007 (5) SA 391 (SCA) at para 21.
[34] In this case, the first respondent contended that an order of eviction would
directly and substantially affect the children's rights and interests. I do not agree with
this proposition. While the first respondent asserts that the children have lived in this
property since their birth, she has not alleged nor provided any proof that any of the
children continue to occupy the property with her. The first respondent's children did
not file any confirmatory affidavit to confirm the averments of the first respondent.

[35] Furthermore, the two children had no right to occupy the property and only
occupied the same through and under the first respondent. If at all the children
reside in the property, they do so through a nd under the first respondent and are
therefore included in the citation of the second respondent. I agree with the views
expressed by Mr Smit that it is conceivable that the first respondent would at least
have informed them of this application. Notwithst anding, the two children elected not
to file supporting answering affidavits or confirmatory affidavits nor did the first
respondent cause any such affidavits to be filed by the two children.

[36] Significantly, on the respondent's version as reflected in her answering
affidavit, she stated that she bears no knowledge of other occupants of the property.
From this response, it is abundantly clear that the two children who are said to be at
university are not occupying the property with the first respondent. In the
circumstances, the first respondent has failed to establish that the two children have
a legal interest in the subject matter of this application, which may be affected
prejudicially by the judgment of this court, and therefore, this point in limine must fail.

Whether this application should be dismissed and or postponed pending the
outcome of case number 21620/2014 (Lis pendens)

[37] This preliminary point is inextricably intertwined with the merits of the
application, and for convenience, I will deal with them jointly. The first respondent
argued that there is a pending matter between them in this court under case
21620/2014, which in volved ownership of the property from which the applicant
seeks to evict her. The first respondent stated that in that case she challenged the
trust’s ownership of the property.

[38] The first respondent acknowledged her occupation of the property during her
marriage to Mr Warwick Bayer. However, she contested the assertion that Mr
Warwick Bayer's position as a trustee of the trust was the basis for her occupation of
the property. The first respondent contended that the property was acquired with
funds fr om their shared business, Shadowlands, and was intended for their
residency and business operations, in accordance with their mutual agreement.

[39] As previously stated, the first respondent's preliminary point on lis pendens is
predicated on the grounds that the ownership of the farm and other assets held by
the applicant are issues that are pending before this court under case number
21620/2014. At the hearing of this ma tter, this court was informed that the matter
under case number 21620/2014 has been declared trial -ready and that a trial date is
to be allocated soon. Mr Van Zyl submitted that this matter should be dismissed
alternatively, be postponed and that the evict ion application should be heard
together with case 21620/2014. I agree with Mr Van Zyl's argument that this matter
should be postponed and be dealt with together with case number 21620/2014 for
the following reasons:

[40] The first respondent questioned the trust’s ownership of the property. The first
respondent averred that the trust operated as Mr Warwick Bayer’s alter ego . Mr
Bayer was her husband until they divorced in March 2020. In eviction applications,
previous relationships between parties remain relevant .12 In this case, t he first
respondent and Mr Warwick Bayer bought the property through the business entity
Shadowlands, while the first respondent was married to Mr Warwick Bayer. The first
respondent's contribution to Shadowlands enabled the first respondent to acquire
equitable interest in the property , which cannot be easily overlooked or discounted.
The first respondent has been in occupation of the property for 26 years now. During
this period, the property served a dual purpose: as a matrimonial residence and as a
base for their commercial venture conducted through Shadowlands.

[41] The first respondent explained that the acquisition of the property was funded
entirely through Shadowlands, a Close Corporation, in which both spouses (first

12 Baron v Claytile 2017 (5) SA 329 (CC).
respondent and Mr Warwick Bayer) held equal membership interests. The first
respondent asserted that while the legal title vested in the trust, the trust made no
financial contribution towards the purchase of the property. At the time of her
appointment as a trustee, she and Mr Warwick Bayer entered into an oral agreement
stipulating that the property would be acquired through the trus t for the explicit
purpose of providing a permanent residence for their family. Furthermore, this
property was to serve as the operational site for Shadowlands Wholesale Nursery.
Notwithstanding the creation of the trust, the true intention was always for her to
have a lifelong right of occupation of the property.

[42] To this end, the first respondent contended that she acquired a right of
habitatio, which is a personal right and not a real burden on the land. 13 The said
agreement has never been cancelled or terminated.

[43] I am mindful that the applicant disputes the first respondent's version on the
purchase of the property, however, it cannot be said that the first respondent’s
allegations do not raise a real, genuine or bona fide dispute of fact. It cannot be said
that the respondent's allegations are so far -fetched or untenable that the court can
easily reject them outright.14

[44] The first respondent's version is supported by the fact that she has occupied
the property for 26 years. She also owns shares in a business that operates on the
farm. The applicant failed to provide a plausible explanation for why the first
respondent has been able to remain on the property for such a long time without
facing any threat of eviction proceedings. What militates in favour of th e first
respondent are the provisions of section 7(4) of the PIE Act. For brevity, section 4(7)
of PIE provides:

“If an unlawful occupier has occupied the land in question for more than six
months at the time when the proceedings are initiated, a court may grant an
order for eviction if it is of the opinion that it is just and equitable to do so, after
considering all the relevant circumstances, including, except where the land is

13 Felix v Notier 1994 (4) SA 498 (SE).
14 Plascon-Evans Paints Ltd v Riebeeck Paints (Pty) Ltd 1984 (3) SA 623 (A) at 634E-635C.
sold in a sale of execution pursuant to a mortgage, whether land has been
made available or can reasonably be made available by a municipality or
other organ of state or another land owner for the relocation of the unlawful
occupier, and including the rights and needs of the elderly, children, disabled
persons and households headed by women.”

[45] This section requires a court to consider the rights and needs of the elderly,
children, disabled persons, and households headed by women. Section 4(7) also
requires that before an eviction order is granted, the court must be satisfied that such
an order w ill be just and equitable to the applicant and the unlawful occupier.
Evidently, i n terms of section 4(7) of the PIE Act, the first respondent’s long-term
occupation of the property requires heightened protection . In the circumstances of
this case, I am of the view that it will not be just and equitable to grant an eviction
order against the first respondent.

[46] As correctly pointed out by Mr Van Zyl in the written submissions, like roots
that have grown deep and inte rtwined with the soil, the first respondent’s rights to
this property have become inextricably bound through time, contribution, and
constitutional protection. This exemplifies why section 26 (3) of the Constitution, and
the PIE Act exist to prevent arbitrary eviction that will do violence to establish ed
rights and relationships . This court is obliged to protect established rights of long -
term occupiers like the first respondent.

[47] Considering the Constitutional Court decision in Port Elizabeth Municipality v
Various Occupiers,15 this court is enjoined by the Constitution to consider all relevant
circumstances before ordering eviction. The Constitution and PIE Act require that, in
addition to considering the lawfulness of the occupation, the court must have regard
to the interests and circumstances of the occupier and pay due regard to broader
considerations of fairness and other constitutional values to produce a just and
equitable result.16 The circumstances pertinent to this matter significantly favour the
first respondent. She h as occupied the property for a duration of 26 years without

15 2005 (1) SA 217 (CC).
16 Occupiers of erven 87 & 88 Berea Christian Frederick De Wet N.O 2017 (5) SA 346 (CC) at para
42.
encountering any threats of eviction from the applicant, even after her divorce from
Mr Bayer in March 2020. She had business operations intertwined with the property.

[48] Furthermore, the first respondent's rights stem from both contribution and the
alleged habitation agreement. She disputes the trust's ownership of the property. If
an eviction order is granted in this matter and the first respondent succeeds in her
challenge of the trus t's ownership of the property at the hearing in due course, this
order would be prejudicial to the first respondent. I am of the firm view that the
interest of justice demands that the issue of ownership of the property be dealt with
first before the evict ion application is finalised. In the circumstances, it cannot be
said that the first respondent is an unlawful occupier, as envisaged in the PIE Act.

[49] Whilst the issues relating to ownership of the property are pending, it is my
considered view that it will not be just and equitable for the respondent to be evicted
from the farm. In my opinion, the eviction application must be held over pending the
finalisation of case number 21620/2014.

ORDER

[50] Given all these considerations, th e applicant’s application is postponed sine
die pending the finalisation of case 21620/2014.

50.1 It is ordered that the first respondent will remain in occupation of the
impugned property pending the outcome of case number 21620/2014.

50.2 Costs will stand over pending the outcome of case number
21620/2014.


____________________________
LEKHULENI JD
JUDGE OF THE HIGH COURT


APPEARANCES

For the Applicant: Mr Smit
Instructed by: Rackley Attorneys Inc

For the Respondent: Mr Van Zyl
Instructed by: KJ Bredenkamp Attorneys