Category: Estate Planning and Administration

Claiming maintenance from a Deceased's Estate in Zimbabwe

Claiming Maintenance from a Deceased’s Estate

CLAIMING MAINTENANCE FROM A DECEASED ESTATE:

DID YOU KNOW THAT A DEPENDANT CAN CLAIM MAINTENANCE FROM THE ESTATE OF A DECEASED PERSON?

The Deceased Persons Family Maintenance Act [Chapter 6:03] provides that:

3 Application for maintenance
(1) Any dependant of a person who died after 19 January 1979 may, subject to this Act, apply for an award from the net estate of the deceased.

If someone depended on the deceased during their lifetime, they may apply to the Master for maintenance from the deceased’s estate.

Under the Act, a “dependant” includes:

(a) a surviving spouse.
(b) a divorced spouse who, at the time of the deceased’s death, was entitled to maintenance under a court order.
(c) a minor child.
(d) a major child who cannot maintain himself because of a mental or physical disability and who the deceased was maintaining at the time of death.
(e) a parent who the deceased was maintaining at the time of death.
(f) any other person who—
  (i) the deceased was maintaining at the time of death.
  (ii) was entitled to maintenance from the deceased at the time of death.

The Act anticipates a broad range of potential claimants. Anyone who can demonstrate that they were a dependant and financially relied on the deceased must present their claim to the Master of the High Court. The claimant must set out their case properly for the Master to consider it and for them to receive what they are entitled to from the estate.

This is for general information purposes only – seek the advice of a Lawyer 

FREEDOM OF TESTATION

Inheritance laws have evolved drastically over the last few years. Testate succession refers to a situation where one passes away with a valid Will and their estate is wound up in terms of the Will, and intestate succession refers to a scenario where one passes on without a Will and intestate laws are then employed. The major problem with intestate succession is that at times the deceased’s desires are not fulfilled. Testate succession laws have developed over the years and currently ensure that the deceased party’s wishes are met where they have left behind a valid Will.

In a Will one can elect the Executor of their estate; appoint a guardian or custodian for their children, state where they want to be buried and distribute their property, according to their plans and wishes. Prior to the case of Chigwada v Chigwada SC 188/20 a spouse could not disinherit their husband or wife. This position was supported in case law and statute, particularly Section 5(3) of the Wills Act [Chapter 6:06] hereinafter referred to as “the Act”, which states that:

  1. Power to make dispositions by Will

 (3) No provision, disposition or direction made by a testator in his will shall operate so       as to vary or prejudice the rights of—
(a) Any person to whom the deceased was married to a share in the deceased’s
estate or in the spouses’ joint estate in terms of any law governing the property rights of married persons; or

(b) Any person to receive any property, maintenance or benefit from the testator’s estate in terms of any law or any award or order of court; or

The old position that a Will could be deemed invalid and annulled because the surviving spouse was denied inheritance is no longer applicable. The Supreme Court in the year 2020 handed down a judgement that changed the stance in relation to marriage and property rights in Chigwada v Chigwada SC 188/20. Marriages in Zimbabwe are out of community of property, the Constitution of Zimbabwe Amendment (No. 20) 2013 hereinafter referred to as “the Constitution” in terms of Section 71(2) states that;

71 Property rights

 

(2) Subject to section 72, every person has the right, in any part of Zimbabwe, to acquire, hold, occupy, use, transfer, hypothecate, lease or dispose of all forms of property, either individually or in association with others.

The Wills Act also provides that

  1. Power to make dispositions by will

(1)Subject to this Act and any other enactment, any person who has capacity in terms of section four to make a will may in his will
(a)
make provision for the transfer, disposal or disposition of the whole or any part of his estate; and

(b) Make provision for the custody or guardianship after his death of any of his minor children; and

(c) Make any other lawful provision, disposition or direction, whether in respect of his own or any other property or in respect of any other matter.

(2) Subject to this Act and any other enactment, a will shall not be invalid solely because the testator has disinherited or omitted to mention any parent, child, descendant or other relative or because he has not assigned any reason for such disinheritance or omission.

A married person may dispose of their property as they please by virtue of the property and inheritance laws of the country. The law respects freedom of testation and as such a spouse may choose to disinherit their wife or husband and the courts respect this lawful act, in respect of the property registered in their name.

The public is encouraged to put their affairs in order in anticipation of one’s death to ensure that their wishes are met. Further, spouses are advised to register property in both their names, and also conduct estate planning exercises together to avoid disgruntled surviving spouses after death.

 

This is for general information purposes – Seek advice from an Attorney

ESTATE PLANNING & ADOPTION

Adoption is the legal process through which the existing legal relationship between a child and his or her parents is terminated and a new legal relationship is created between the adoptive parent(s) and the adopted child. In our African context it is mostly done within family circles and within communities and therefore requires no documentation since after the parents of the child die, someone is chosen from amongst the family (relatives) to take care of the child or people from the community can assimilate such child into their own family. There is however, a formal legal process for adopting children. This involves complete strangers adopting or assimilating a child who is not related to them into their homes.
Adoption provides a child with a Constitutionally entrenched form of care and protection that ensures securing stability in a child’s life. All rights and liabilities existing between the child and their parents are terminated; they take the surname of the adoptive parents in substitution of the current one. Adoption of a child therefore is not done lightly, as its implications are serious and far-reaching.
The nature of adoption should make parents ponder on a few things. As your children grow, are you willing to make room for the possibility that they could be adopted after your death? If so, have you selected prime parents for that? If you have adopted children of your own during your lifetime, what provisions have you put in place to cater for your children ad their futures after you? All your children must be taken care of through your planning, including leaving the options open to have your children legally adopted after your demise.
Think this through as you look into the future. #MakeAPlan!