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Succession
Unit 2
Basic Legal Principles of Intestate
Succession
Objectives
After studying this unit you should be able to:
Sections:
1. Introduction
2. Blood Relations Groups
3. Succession Per Capita and succession by Representation.
4. Degrees of Consanguinity.
5. The Rules of Intestate Succession.
6. Adopted Children.
7. The Native Administration Proclamation 15 of 1928 (Section 18) as amended
by the Estates and Succession Amendment Act No.15 of 2005.
8. Parental Intestacy.
9. Lack of Intestate Heirs.
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Law for Land Managers 1B Basic Legal Principles of Intestate
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Section 1 Introduction
People that die whilst having executed a will are said to have died testate. On the
other hand, people that die without having a will are said to die intestate.
The law of intestate succession helps to identify the heirs of the deceased where
he has failed to leave a will and it also regulates the devolution of his estate. It is
imperative to note that a person can die partly testate and partly intestate. The
legislation that deals with Intestate succession are:
1. ASCENDANTS
They are all ancestors of the deceased, i.e. mother, father, grandmother and
grandfather. These are all people from which he descents.
E. g. John is Sara’s dad and Sara is Mark’s mom. Then John is an ascendant of
Sara and Sara is an ascendant of Mark and both John and Sara are ascendants
of Mark. Thus can be illustrated by the following diagram:
John
Sara
Mark
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2. DESCENDANTS
They are all people that descend directly from the deceased, i.e. his children,
grandchildren and great-grandchildren.
E.g. John is Dave’s father and Dave is Luke’s father. Then Dave is a descendant
of John and Luke is a descendant of Dave, however John is an ascendant of
both Dave and Luke and can thus not be their descendant.
John
Dave
Luke
Adopted children are considered descendants of their adoptive parents but not
descendants of their natural parents.
3. COLLATERALS
These are people related to the deceased through at least one common
ascendant, e.g. a brother, sister or cousin. Collaterals can be full blood or half
blood. A full blood collateral is related to the deceased through two common
ancestors or parents and a half blood collateral through one common ancestor or
parent.
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E.g.
A B X Y
C
Z W U
G K D E
F H
PARENTAL (PARENTEEL)
A parental is every group of parents and their descendants. The deceased and
his descendants form the first parental, the second parental consists of the
deceased’s parents and their descendants, the deceased’s grandparents and
their descendants are the third parental and the deceased’s great grandparents
and their descendants form the fourth parental, etc.
E.g. with reference to the example of collaterals, one can say that D,F,H,I, & J
are the first parental and D,K,C,Z,E,G are the second parental and so forth.
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STIRPS (STIRPES)
E.g.
E.g. where A leaves only 2 sons B and C. As the nearest descendants B and C
inherit per Capita on A’s death. Each son inherits half of A’s Estate.
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A B
C D E
F G
H I J K
The deceased A, had 3 daughters, C, D, E who would normally inherit per capita
from him, but E predeceased A. Consequently C, D each inherit a third of X’s
estate. If E had been alive he would also have inherited a third but he had
unfortunately died before A and thus could not inherit. Luckily E had descendants
who can be moved up to inherit the third of A’s estate which E would have
inherited if he had survived A. E’s descendants form a stirpes and within the
stirpes they inherit per capita. If both F and G were alive, they can be moved up
into the place of predeceased E, and then both F and G will inherit a one-sixth
share. F is alive and therefore inherits one-sixth. However, if G had predeceased
A but left descendants, H, I, J, and K then form a stirpes to inherit the intestate
inheritance which G would have inherited if he had been alive that is to say, to
share one-sixth of A’s estate. Within the stirpes, H,J,I and K inherit per capita so
that each inherits one twenty-fourth of A’s estate.
DIRECT LINE
a) Each generation counts as one degree. Father and son are related as each
other in the first degree Grandfather and grandson are related to each other in
the second degree. It is important to remember not to count the deceased.
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COLLATERAL LINE
b) One counts the generations from the blood relation to the nearest common
ancestor of that blood relations and the deceased, and then down to the
deceased. Each generation is counted as a degree. The total number of the
degree of consanguinity is then the number of generations between each person
and the nearest common ancestor added together. Brothers are thus related to
one another in the second degree. An uncle is related to his brother’s children in
the third degree.
E.g.
A B
C D
X and C are brothers, C has a son F. There is one line from C up to the parents
and one line down to D, therefore C and D are related in the second degree. F,
the son of C, is related in the third degree to D.
Step relations cannot inherit intestate from a deceased person since they are not
blood relations of the deceased.
In terms of the Ordinance the following rules apply if a person dies partially or
wholly intestate and leaves behind a surviving spouse:
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inherit intestate, the surviving spouse inherits half of the joint estate by virtue of
the marriage and a child’s share or N$ 50 000-00, whichever is greater.
A child’s share is calculated by dividing the value of the intestate estate by the
number of children of the deceased who have survived him or have predeceased
him but are survived by their descendants, plus one (the surviving spouse).
If a person dies intestate and is survived by his widow to whom he is married out
of community of property and a descendant who is entitled to inherit intestate.
Then the surviving spouse will inherit one child’s share or N$ 50 000-00
whichever is greater.
E.g. A dies and leaves his wife B, and son C behind. His estate amounts to N$
200 000-00. Then B will receive one child’s share which amounts to N$100 000-
00 and C will receive N$ 100 000-00 which amounts to the other child’s share.
E.g. A dies intestate leaving behind his wife ‘B’ to whom he is married in or out of
community of property and he is survived by his mother and brother, D, then B
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will inherit half of the estate or N$50 000-00 whilst the other half will be divided
amongst C and D.
Where Rule 1-3 is not applicable at all the surviving spouse shall inherit the
entire intestate estate.
RULE 1
E.g. A dies intestate and leaves behind his mother and father and an amount of
N$100 000-00 then his mother and father will share the amount equally and each
will receive N$50 000-00.
RULE 2.
Where the deceased is survived by no spouse but descendants only, then the
descendants inherit the entire intestate estate. Division amongst the descendants
takes place per stirpes and representation is allowed. Thus ancestors and
collaterals cannot compete with descendants to inherit the intestate estate.
E.g. A dies intestate, A’s wife B, sons C and D and his father E have predeceased
him. A is survived by his daughter F, grandsons G and H (the children of C), the
mother I and brother J. F inherits half of the intestate estate and G and H, who
represent the predeceased C, each inherit a quarter of the intestate estate each.
D, who predeceased A does not form a stirpes.
I E
J A B
C F D
G H
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RULE 3
E.g.
A B C
___________
D E F H
F dies intestate. F’s spouse G and mother A have predeceased him. After A’s
death, F’s father B married C. F is survived by his father B and stepmother C,
brother D, sister E and half-sister H. B inherits a half of the intestate estate and D
and E each inherits a quarter of the intestate estate seeing that the half-sister H
is related to F through the surviving parent B, H does not share in the intestate
estate. C is not a blood relation of F and thus does qualify as an intestate heir.
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An order of adoption shall terminate all the rights and legal responsibilities
existing between the child and his natural parents and their relatives, except the
right of the child to inherit from them ab intestatio.
A B E F
D C G
This means that the Master of the High Court only administered estates of
whites, coulerds and black people who left valid wills.
The Rehoboth Basters had their own law called the Administration of Estates
(Rehoboth gebied) Proclamation 36 of 1941, in terms of which their estates were
administered. This law was however repealed by Section 2 of the Estates and
Succession Amendment Act No.15 of 2005.
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However, it is important to note that where all parties concerned are Natives then
the deceased’s estate will be distributed in terms of their Native Law, however
where it is not the case any claim or dispute arising will be decided in a Court
with competent jurisdiction.
The major changes brought about by the Succession Act can be summarised as
follows:
a) The Master of the High Court has the power to administer all deceased
estates
b) All estates are administered in terms of the Administration of estates Act
no. 66 of 1965
c) The Minister of Justice may delegate any powers and functions assigned
to the Master to the Magistrates after consultation with the Master and the
Chief of lower courts. Government Gazette Notice 43 of 2006 delegated
the Master’s powers in terms of Section 18(3) estates that are solvent to
the magistrates.
d) Magistrates may no longer supervise the administration of estates that
exceed N$100 000
e) The Master and the Magistrates are still bound by the intestate law rules
applicable to specific group before the amendment Act came into
operation, i.e. 1) The Rehoboth Basters will still make use of Schedule 2
of the Rehoboth Proclamation, 2) Whites, coloureds and blacks married in
terms of civil law will make use of the Intestate Succession Ordinance 12
of 1946 (as amended) and 3) Black Persons not married in terms of the
civil law will make use of their respective customary law.
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REVISION QUESTIONS
1. What is intestate succession?
2. Discuss the laws regulating intestate succession
3. Name the blood relations groups
4. Define Parental
5. Discuss the concept Stirps
6. Explain the difference between succession Per Capita and Succession by
Representation
7. Explain the degrees of consanguinity
8. What are statutory law rules of intestate succession?
9. What are the common law rules of intestate succession?
10. Can an adopted child inherit from his biological parents and adopted
grandparents? (Motivate)
11. What are the major changes brought by the Succession Act 15 of 2005?
12. What is partial Intestacy?
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