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Assistance to executors: beware the pitfalls

Monday, 14 November 2022 by Peter Surtees
On 22 March 2022 the Western Cape High Court delivered a judgment on the duties of executors of deceased estates and the care with which professional assistance to them should be dealt with.  A decisive element in deciding the dispute between the dramatis personae in the matter Paulus Bernhardus Koch v Michele Weiland NO &
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  • Published in Deceased estates, Interpretation of statutes
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Recent decision on the Wills Act, 1953

Tuesday, 19 May 2020 by Peter Surtees
On 28 April 2020 Sher J delivered a magisterial 40-page judgment in the High Court of the Western Cape in the matter between JW (Appellant) and Williams-Ashman & others (Respondents), case 16108/19. In issue was section 2B of the Wills Act, 1953, a relatively little-used and little known section because of its limited application. Section
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  • Published in Deceased estates, Interpretation of statutes
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Interpretation of Employment Tax Incentive Act

Thursday, 07 March 2019 by Peter Surtees
ON 13 December 2018 the Western Cape tax court upheld the appeal of the taxpayer in ABC (Pty) Ltd v CSARS Case No 14426.  The origin of the dispute lay in the fact that the taxpayer employed both union and non-union employees. At issue was the interpretation of the provisions of the Employment Tax Incentive
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  • Published in Employment Tax Incentive Act, Interpretation of statutes
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Retrospective tax legislation – when is it acceptable?

Thursday, 15 June 2017 by Peter Surtees
The Gauteng Division, Pretoria, of the High Court recently had occasion to consider the constitutionality of retrospective legislation, in Pienaar Brothers (Pty) Ltd v CSARS & the Minister of Finance Case 87760/2014 (not yet reported).  The Court in effect condoned retrospective legislation where adequate warning existed of its imminent introduction.  This article will not attempt
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  • Published in Income Tax, Interpretation of statutes
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Value-added tax : the meaning of “commercial accommodation”

Sunday, 27 March 2016 by Peter Surtees
In Respublica (Pty) Ltd v CSARS, case No 864/2014, the Gauteng High Court decided in favour of the taxpayer on the meaning of “commercial accommodation” in the Value-Added Tax Act, 1991.  The court found that the narrow meaning that SARS ascribed to the term was untenable, and arrived at a wider meaning by applying the
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  • Published in Interpretation of statutes, Value-added tax
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When are you conducting farming operations? SCA confirms the correct approach

Saturday, 26 March 2016 by Peter Surtees
On 1 March 2016 the Supreme Court of Appeal in CSARS v Kluh Investments (Pty) Ltd, case No 115/2015, confirmed the decision of the Western Cape High Court that the taxpayer was not conducting farming operations.  In doing so it provided a good example of the correct approach to interpreting fiscal, and indeed any, legislation.
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  • Published in Income Tax, Interpretation of statutes
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A lesson in interpreting legislation

Wednesday, 20 May 2015 by Peter Surtees
In September 2014 in Kluh Investments (Pty) Ltd v CSARS [2015] 77 SATC 23 WC the Western Cape High Court delivered a judgment that stands as a model of the interpretation of legislation. The core issue was the meaning of “farmer” for purposes of the First Schedule to the Income Tax Act. In most cases
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  • Published in Income Tax, Interpretation of statutes
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Deductibility of damages and the eiusdem generis principle in interpretation

Tuesday, 05 May 2015 by Peter Surtees
In Mr Z v CSARS, case number 13472, heard in the Johannesburg tax court in November 2014 and recently reported, the taxpayer sought, unsuccessfully, to claim a deduction for damages he had paid in settlement of a dispute with a former client. In arriving at its judgment, the court dealt with the application of the
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  • Published in Income Tax, Interpretation of statutes, Tax Administration Act
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Court rebukes SARS for overly zealous use of preservation provision

Tuesday, 17 March 2015 by Peter Surtees
In a judgment delivered in the High Court of the Western Cape on 9 September 2014, Rogers J rejected SARS’s application for a preservation order and appointment of a curator bonis on the grounds that there was no evidence of a danger that the assets of the taxpayers were likely to be dissipated. The court
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  • Published in Income Tax, Interpretation of statutes, Tax Administration Act
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Rens v Edelstein NO & another [2014] 32286 (GP)

Tuesday, 11 November 2014 by Peter Surtees
In this judgment the court expressed its view on when the Natal Joint Municipal Pension Fund principle applies and when it does not, and why it does not apply to the interpretation of a will.  It also set out the requirements permitting rectification of a will.
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  • Published in Deceased estates, General, Interpretation of statutes
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Recent Posts

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    In Delport v Le Roux and Others[1], the court’s...
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    On 22 March 2022 the Western Cape High Court de...
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  • Signing wills: comply with the Act

    In Delport v Le Roux and Others[1], the court’s judgment, delivered on 24 November 2022, is a r...

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