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The formal processes of inheritance in Johannesburg, South Africa 1900-2019
Creator
Bolt, M, University of Birmingham
Study number / PID
853806 (UKDA)
10.5255/UKDA-SN-853806 (DOI)
Data access
Restricted
Series
Not available
Abstract
This dataset results from an anthropological project investigating how will-making and the formal processes of inheritance shape the passing on of property and the making of socio-economic class in Johannesburg, South Africa. While the number of people making wills is rising, and will-making is a key focus of attempts to shape citizens as legally aware individual decision-makers, most people die intestate. Appeals to state processes have popular appeal as ways to seek official protection, despite popular awareness of limited state capacity. Family dynamics are often better enforced than the law.
In post-apartheid South Africa, ending segregation meant including everyone in the same legal code, but this often enshrined the norms of the white elite. Intestate succession is seen as profound injustice because it prioritises nuclear family over kin group, and asset over patrimony, even as custom norms are often used to justify male control and marginalise widows. This is made more complicated by patchy regulation and enforcement. People’s unequal abilities to navigate the system, and even manipulate it, become central determinants of who benefits and whose version of kinship is counted.
I conducted extensive ethnographic research within this system, shadowing officials and other expert practitioners; sitting in on legal advice consultations; attending court hearings; interviewing state and civil-society employees, as well people encountering the system as members of the public. This was complemented by archival research to enable the analysis of information in deceased estates files across time.
The dataset consists of 1) anonymized example case studies from key Johannesburg Institutions – the Master’s Office (where deceased estates are processed), the High Court, the Magistrate’s Court, legal clinics – and from interviews with practitioners and members of the public; 2) an Excel database aggregating information about inheritance from around 500 deceased estates...
Terminology used is generally based on DDI controlled vocabularies: Time Method, Analysis Unit, Sampling Procedure and Mode of Collection, available at CESSDA Vocabulary Service.
Methodology
Data collection period
01/01/2016 - 11/03/2019
Country
South Africa
Time dimension
Not available
Analysis unit
Individual
Organization
Family
Household
Event/process
Text unit
Universe
Not available
Sampling procedure
Not available
Kind of data
Numeric
Text
Still image
Data collection mode
I conducted extensive ethnographic research within Johannesburg's inheritance system. This involved shadowing officials across different parts of the administration of deceased estates, and related expert practitioners. It involved sitting in on legal advice consultations held within on the site of government administration and in the offices of legal NGO ProBono.Org. It involved attending court hearings, in Johannesburg's the High Court and Magistrate's Court. It meant interviewing state and civil-society employees, as well people encountering the system as members of the public, both via processes of snowball sampling emerging out of research in the deceased estates process. Finally, with the benefit of ethnographic insight into the composition of deceased estates files, I conducted archival research to capture a large sample of files over Johannesburg's history and aggregate metrics such as regarding wealth accumulation, wealth transfer and kinship.
Funding information
Grant number
ES/N003071/1
Access
Publisher
UK Data Service
Publication year
2019
Terms of data access
The Data Collection is available for download to users registered with the UK Data Service.