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In the series of Wills as an Estate Planning tool, Dr Japie
Coetzee looks at the issue of appointing a guardian or guardians
for minor children.
Guardianship
can be defined as a legal relationship in which an individual
or co-persons are appointed by a court to take care of the
needs of a minor child.
The functions of a guardian include administering and safeguarding
a minor’s property, assisting a minor child in administrative,
contractual, and legal matters, and giving (or refusing)
any consent required by law in respect of a child’s marriage,
adoption, departure or removal from the country and the
alienation of any immovable property of the child.
There are five types of guardianship:
Guardianship of a marital child
This is where both parents are married to each other they
are the natural and legal guardians of their children. If
one parent should pass away, the surviving parent remains
as the sole guardian of the children.
Guardianship of an extra-marital child
This vests automatically in the mother. The natural fathers
of children who are not legally married to the mothers of
their children can apply to the court for guardianship rights.
Guardianship of an adopted child
This is deemed for all purposes to be the marital (legitimate)
child of their adoptive parent as if the child had been
born of those parents during the existence of a lawful marriage.
The adoptive parent (or the survivor) will thus also have
guardianship rights to the child.
Guardianship after divorce or separation
In this case the court may make an order it considers fit
in regard to the guardianship of a minor child. Although
courts are generally reluctant to interfere with the vesting
of guardianship, particularly given that both parents enjoy
equal status as joint guardians, a court has the power to
appoint a specific guardian where in its opinion it would
be in the interest of the child.
Guardianship of an orphaned child
There are two ways in which a successor guardian can be
appointed: nomination in terms of a Will or appointment
by the High Court.
Nomination in terms of a Will
The natural guardian(s) of a child nominate someone in terms
of their Will to act as guardian, whom the court will then
appoint unless such person is unwilling or unable to perform
these duties. The appointment of a guardian in terms of
a Will is merely a wish and the nominated person will have
to lodge an application to the court to be appointed as
guardian.
Appointment by the High Court
If both parents die without having appointed a guardian
in their Will, the children are frequently looked after
by a relative, such as an uncle or an aunt. These persons
are not guardians by law and are no more than foster parents
until they are appointed as guardians by the High Court.
The duties of a natural guardian are imposed by law and
the parent has no choice over being a guardian or not. On
the other hand, guardians appointed by the court or nominated
in a Will, can choose whether or not they wish to accept
the role of guardian.
Make sure you specify a guardian in your Will
It is therefore clear that it is very important to attend
to the appointment of a guardian in your Will and by doing
so assist the court in appointing the right person as guardian
or guardians of your minor children.
In the next issue we will be looking at the difference between
special bequests and the appointment of heirs for the remainder
of the estate assets
Article by Dr Japie Coetzee, an Attorney, Notary, Conveyancer,
Administrator of Estates and Tax Practitioner specialising
in Estate Planning.
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