Case Law[2022] ZAGPJHC 904South Africa
H v H (44450/22) [2022] ZAGPJHC 904; [2023] 1 All SA 413 (GJ); 2023 (6) SA 279 (GJ) (30 September 2022)
High Court of South Africa (Gauteng Division, Johannesburg)
30 September 2022
Headnotes
Summary:
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## H v H (44450/22) [2022] ZAGPJHC 904; [2023] 1 All SA 413 (GJ); 2023 (6) SA 279 (GJ) (30 September 2022)
H v H (44450/22) [2022] ZAGPJHC 904; [2023] 1 All SA 413 (GJ); 2023 (6) SA 279 (GJ) (30 September 2022)
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sino date 30 September 2022
SAFLII
Note:
Certain
personal/private details of parties or witnesses have been
redacted from this document in compliance with the law
and
SAFLII
Policy
IN
THE HIGH COURT OF SOUTH AFRICA
GAUTENG
LOCAL DIVISION
HELD
AT JOHANNESBURG
CASE
NO
: 44450/22
DATE
:
2022-09-12
REPORTABLE:
YES.
(OF
INTEREST TO OTHER JUDGES: YES.
REVISED
30 September 2022
In
the matter between
H
[....] S [....] S
Dr
Applicant
and
H
[....]
M
Respondent
J
U D G M E N T
Summary:
The
right to equality, the exercise of judicial discretion, and the
constitutional interpretation to a contribution legal costs
in of
Rule 43 proceedings.
VICTOR
J:
[1]
A calamitous future looms ahead for these very young children.
The level of acrimony between the parents has reached a critical and
dangerous level. The Rule 43 papers have burgeoned to almost 1000
pages. There were several lengthy expert reports concerning the
best
interests of the minor children and it is important to note that the
Court took the precaution of asking the Family Advocate
to conduct an
independent investigation into what was best for the children since
there were allegations of the experts being bribed
and biased, none
of these perceptions were convincing. But caution was indicated to
bring in the Family Advocate to address the
allegations of course to
no avail as the respondent criticised the Family Advocate’s
decision and recommendation.
[2]
In addition, the last full analyses was done Dr Duchen, more
than a year ago and it would seem that matters did not settle down
after her very extensive report, amounting to almost 300 pages, and
also some other therapists that added to the 1000 pages referred
to.
It was therefore imperative that the Family Advocate bring a neutral
approach to the matter.
[3]
It is without doubt clear that the dispute about the care of
the children, the interim maintenance, and the contribution to legal
costs must be viewed through the prism of the Constitution and of
course also in relation to the Children’s Act.
[4]
Consistent with this constitutional approach it was prudent
for the Family Advocate to become involved and who could give an
objective
report on the situation and to take into account the voice
of the children. Ms. Naidoo, the social worker for the Family
Advocate
has been in practice for many years, in fact more than two
decades and she has had an opportunity to consider the situation
objectively
having regard to all the reports.
[5]
The main dispute between the parties with regard to the
exercise of their respective parental responsibilities and rights
towards
the children has been ongoing since their separation in 2020
to date. It is clear that all the professional intervention, even
from the very in-depth report by Dr Duchen, the disputes are
persistent and at the issue now is the current care of the children
and their living arrangements.
[6]
Whilst it is clear that the living arrangements of shared
residency are not the only source of dispute, there is no
co-parenting
between the parties, due to the lack of effective
communication brought about by the high conflict. I have repeatedly
urged the
parents to change their mindset towards their parental role
in the face of this separation. But the level of hatred towards each
other is and remains at a toxic level.
[7]
Much of the acrimony arises, to a large extent out of the fact
that the parties do not talk to each other, they do not respect each
other and to the very end, that is the last hearing, the respondent
continued to make the most callous accusations against the
applicant
and it is clear that whilst this badgering and unnecessary criticism
of each other continues, the parties will not resolve
their
differences and all this in the face of their knowledge that it
redounds to the disadvantage of the children.
[8]
It is clear, even from the allegations made to the family
advocate that the children are the casualties in this scenario and
they
are the worst affected. The family advocate has referred to the
U K case of T v T
[2010] EWCA Civ 1366
at paragraph 49, where Lady
Justice Black said speaking for the Full Court said:
“
49. In
parting with the case, I would invite the attention of all of the
parties once again to what the Recorder said to them
at the end of
his judgment. He told them that they must put aside their differences
and that if the adults do not manage to resolve
things by
communicating with each other, the children inevitably suffer and the
adults may also pay the price when the children
are old enough to be
aware of what has been going on. It is a great shame that that sound
advice does not appear to have been heeded.
It is a tremendous
privilege to be involved in bringing up a child. Childhood is over
all too quickly and, whilst I appreciate
that both sides think that
they are motivated only by concern for the children, it is still very
sad to see it being allowed to
slip away whilst energy is devoted to
adult wrangles and to litigation. What is particularly unfair is that
the legacy of a childhood
tainted in that way is likely to remain
with the children into their own adult lives.
[9]
This is a quintessential description of this case. It seems to
me that it is Z [....] the eldest child aged 9 years who is affected
to a considerable extent by this ongoing conflict. B [....] is 6
years old and has challenges for which he requires therapy and
J
[....] is really very young and is being exposed to this acrimony.
This can never be good for the children.
[10]
The parties have got different parenting styles. They see
their roles very differently and it seems to me that despite the
intervention
of many experts there is absolutely no improvement, now,
almost two years after the parties separated. They continue to make
disparaging
allegations and whilst they are both mature and competent
people, it seems to me that they are unable to understand what this
conflict
is doing to the children. On balance it is the respondent
who keeps disparaging the applicant in the most egregious way.
[11]
The family advocate rendered a report analysing whether the
question of the children’s residency should be changed. The
children’s
contact was essentially shared between the parties.
Background
facts to the separation of the parties
[12]
In looking at the background to this high degree of conflict,
it seems to me that the events which the applicant was subjected to
when the marriage broke up has had a lingering effect. Not only on
her, but also on the children.
[13]
Just a brief perusal of the applicant’s case that she
puts forward, it is clear that she did go through a very difficult
time
at the point of separation. The papers are lengthy, as I have
indicated, and they contain allegations on which I do not make
findings,
but I simply refer to them because of context and the
necessity to bring the extreme conflict to an end, hopefully.
[14]
It would seem that the applicant was subjected to being locked
up, interrogated and she even had to undergo a polygraph test. It
would seem that at some stage four of the respondent’s
bodyguards entered the house with semi-automatic weapons, that is
now
the matrimonial home which is owned by the applicant, and that
resulted in severe trauma for her and the children. She then
took an
overdose of what was essentially Panado and she was hospitalised for
a few days. This too had a very dramatic and negative
effect on the
children. They saw it as her being locked up.
[15]
The other aspect which is troubling is the continued
allegations made by the respondent about the applicant’s sexual
predilections.
He has, what she terms, made bizarre and defamatory
allegations about her, and her alleged extra-marital affairs were
even part
of the interrogation that she had to undergo at the hands
of the respondent’s agents.
[16]
He alleges that she had affairs with a fellow surgeon, one Dr
W T, that she distributed naked pictures of herself and that she had
affairs with ten men and that he had a list of these ten men, and to
date even Dr Duchen notes that these allegations have not
been
proven. He also accuses her of infecting him with the HIV virus,
trichomonas and probably syphilis as well. He also accuses
her of
having a sexual affair with another doctor, by the name of Dr Z A,
whom the applicant had not even met and the respondent
even
threatened to harm him.
[17]
What follows is a rather strange situation. The respondent
took the applicant to one Pastor Ken, in January of 2021 to excise
demons
from her and “to excise Jesibel”, that is the name
of the demon and to remove it from the house in which the parties
lived. At the time of separation, the respondent evicted her. He says
she left voluntarily. This was a voluntary eviction where
she left
without a car, a cell phone and her laptop and it would also seem
that two of her phones were smashed.
[18]
I do not make findings on all these allegations. The
respondent has also made very serious allegations about her ability
as a mother
and he has no confidence in her as a mother and then
continues with his tirade against her.
[19]
The applicant also describes the lifestyle that she had with
the respondent. She describes the very high lifestyle they led with
overseas trips and she was given bonusses. She also worked for one of
the companies, in the stable of companies in which the respondent
is
the CEO. The applicant contends that he continues to live a very high
lifestyle, in particular she says that he has purchased
a house for
R10 million just near her home and has made extensive and luxurious
renovations to the house. He drives luxury motor
vehicles and has a
team of security guards at all times.
[20]
She also alleges that through one of the companies the
respondent has a home at Knysna, which was purchased for R7.5
million. He
has four au-pairs to care for the children, based on the
current contact arrangements. He says that from his side he has tried
to comply with the various therapies and tests and programs that the
experts have suggested, and in particular, what Dr Duchen suggested.
[21]
Unfortunately, however, with all the good will in the world
that Dr Duchen had in mind, the therapies have not served the purpose
of bringing order and de-escalating the conflict between the parties.
In fact, it is far worse. The applicant contends that the
respondent
is trying to interfere in her relationship with the children. She, in
addition, does not have the money to complete
the various courses
that have been suggested.
[22]
It is for this reason, and because of the suspicion, and
allegations of bribery of the experts, the court is going to make an
order
that an independent social worker be appointed to deal with the
parental conflict. I shall deal with this aspect later, to try and
address the dysfunction between the applicant and the respondent, and
I would urge the applicant and the respondent to comply with
the
program.
[23]
They have got to develop insight into responsible parenting,
in the face of the intense acrimony and must overcome the current
dysfunctional
parenting models. It seems to me that the applicant
does, on her side, try, but the healing of the dysfunctional
relationship has
to be reciprocal.
[24]
Ms. Naidoo the Family Advocate social worker describes and
advises the Court of the extensive investigation that she did. Of
course,
she could only interview Z [....] and B [....] because they
were old enough. J [....], of course, was too young. She interviewed
the children and the parents, one after the other on the date that
she did the investigation.
[25]
The family advocate notes that they await a further report
from Ms. Mary Bothma and that report was not forthcoming prior to the
finalisation of their report. Both Dr Duchen and Ms. Bothma
filed further reports, with Dr Duchen noting that she had
not
been able to see the parties after the report by the family advocate.
[26]
The children do have difficulties. Z [....]’s grades
have dropped, she has to attend extra English lessons and speeches
and
projects are not done. The applicant contends, whilst in the
respondent’s care Z [....] who is in grade 4 has many academic
demands on her with impairs her ability to cope. She has cycle tests
and it would seem that the disruption of moving between mother
and
father is affecting even her schoolwork and of course the high
conflict that she is exposed to, also has an effect.
[27]
B [....] is in grade R at K [....] School; he attends speech
therapy and occupational therapy. He has to do exercises to improve
his coordination. He was initially at a special needs school because
of the condition that he has, but the respondent would not
allow him
to continue because he felt that it would really be isolating him
from main school. So he too is at K [....] School.
[28]
The respondent frequently takes the children to the Vaal River
for weekends being the luxury property referred to. The applicant
contends that the children’s homework is not properly done
while they are there. The respondent, on the other hand, states
that
the applicant shouts, screams and smacks the children. He has video
footage of this and he alleges that the applicant does
not view the
children as persons with whom she should have a relationship.
[29]
He alleges that she manipulates, creates guilt trips on them,
threatens and intimidates them and, he says, also threatens them
physically.
He says that this also happened while they were living in
the same home. It seems to me that the respondent is not happy that
the
children should have any form of relationship with the applicant.
[30]
The respondent has moved on. He has a partner; they have a
baby and it would seem that the children have adjusted to this new
family
unit. The respondent contends that Z [....] loves the baby
dearly and enjoys feeding her and it would seem that the other
children
also have a good relationship with his new partner. They are
going to get married once the divorce is concluded. But as it is at
the moment, it is a family unit.
[31]
The respondent views himself as the children’s primary
caregiver and of course the applicant views herself as the caregiver.
It would seem that the children, in particular Z [....], wants to be
with the applicant and does not have a good relationship with
her
father. It would seem that Z [....] has become embroiled in the
matrimonial conflict and this the respondent describes as the
alienation of Z [....] by the applicant.
[32]
There was a stage where he called Z [....] fat and suggested
that she should, and on Ms. Bothma’s recommendation attend a
dietician. This upset Z [....]. She questioned whether she was fat or
ugly. It is reprehensible that the respondent, who occupies
a senior
position cannot understand that to start criticising a child as young
as Z [....] as being fat can lead to features such
as low esteem and
goodness knows where that can lead.
[33]
It seems to me that he has desisted from that conduct and it
is necessary then for him to make time alone time with Z [....] to
heal any of the misperceptions that she might have about her
self-image.
[34]
A further concerning problem is that the applicant feels that
she is still being watched in her house. He says that all the cameras
were destroyed, but she denies that. It would seem that B [....] also
has discomfort about the house, and feels that it is “weird”.
[35]
The applicant has an au-pair, K [....] 1, who has been working
with her since September 2020, and works in the afternoons from
Monday
to Friday. The applicant has a new domestic worker, the former
staff moved with the respondent.
[36]
B [....] has a sensory processing disorder that has to be
addressed and is being addressed. He has speech therapy at school as
well
as occupational therapy and all these should continue. It would
seem that there is normal competition between the children but there
are some difficulties between J [....] and B [....], but, of course,
if the problem becomes worse the children are already in a
good
school and will receive all the necessary intervention therapies.
[37]
Z [....] and the applicant seem to have a good relationship.
They also have a good relationship, with a social worker, Ms.
Richards
and there is no reason why that therapy should not continue.
Z [....] does not want to attend therapy with Ms. Bothma, and there
is no reason why she should be forced to. A child’s voice must
be heard.
[38]
The court is mindful of the Constitutional rights of minor
children, in particular that the children have a right to make
comments
about what they want and appropriate weight must be given to
their input. Obviously it must all be age appropriate and it would
seem that both B [....] and Z [....] have formed a close relationship
with the applicant. For example, B [....]’s three wishes
are
that he wants to stay at the applicant’s home, because he likes
and loves her. He wants lots of toys. It would seem that
he has an
ample number of toys at his father’s home. B [....] would also
like a big house.
[39]
One of the children refers to the fact that the applicant is
poor and obviously now the children have reached the stage where they
are picking up on the financial disparity between the applicant and
the respondent, who leads a very high lifestyle.
[40]
Ms. Naidoo went into great detail about the children, what
they do, what they watch and she also reports on J [....], who is
happy
to be at school. He does have problems with faecal incontinence
and it would seem that there are allegations that when J [....]
is
with his father and it is time to go to mother he becomes reluctant
and the respondent needs to encourage him to return to his
mother. J
[....] does attend play therapy and other therapies.
[41]
What is important is that here these parents are fully capable
of caring for the children but at this stage of their lives they feel
more comfortable with their mother. But it is the conflict that has
torn the children apart and this can be seen from the various
behavioural problems and observations by therapists.
[42]
The
Children’s Act,
[1]
was
specifically promulgated to give effect to the rights of children as
contained in the Constitution, and to set out principles
relating to
the care and protection of children, and to define parental
responsibilities and rights. Every child has the rights
set out in
Section 28 of the Constitution that the state must respect, protect,
promote and fulfil those rights, and that, of course,
this is also
the role of the Court as upper guardian.
[43]
A further requirement of cardinal importance is Section 6 of
the Children’s Act, which sets out how the legislation should
be implemented, and how it applies to children. In particular Section
6(4) of the Children’s Act provides that in any matter
concerning a child, an approach which is conducive to conciliation
and problem-solving should be followed and a confrontational
approach
should be
avoided
and a delay in any action or decision to be
taken must be avoided as far as possible. The situation cannot
continue to muddle along
with either parent claiming victory.
(underlining for emphasis)
[44]
It is clear to me that the divorce is some time away, goodness
knows, it may take two years or longer. In the meantime, the children
have to be protected and a decision has to be taken about their care.
The position of children is protected by various Conventions,
including the African Charter on Human Rights and the African Charter
on Rights and Welfare of the Child and the various protocols.
[45]
There are other relevant International Conventions, for
example, in 1989 the United Nations General Assembly adopted the
Convention
of the Rights of the Child and it is binding on the rights
of children. South Africa is a signatory to the Convention. Article
3(1) of the Convention provides that all actions concerning children,
including courts of law, the best interests of the child is
a primary
consideration. All this is consonant with our Constitution and the
Children’s Act.
[46]
According to General Comment, No 12 of 2009 the right of the
child to be heard is also something to which South Africa has signed
up to, and I accept the Family Advocate’s view that the
children’s wishes should also be taken into account. Of course,
all this must be in accordance with what is the best interest of the
child. he right of the child to be heard.
[47]
Clause 6 of the Declaration of the Rights of the Child
recognises that wherever possible the child shall grow up in the care
and
under the responsibility of his parents, and in any case, in an
atmosphere of affection and of moral and material security. The
parental acrimony in this case is inconsistent with these values.
[48]
It is therefore incumbent on the applicant and the respondent
to be mindful of not only the protections for the children in South
Africa and under South African Law, the Children’s Act and the
Constitution. It is also incumbent on the parents to adopt
a
different mindset in the best interests of the children. Because that
too is an international requirement of the Conventions
referred to.
[49]
It is clear therefore that the Court must take into account
the wishes of B [....] and Z [....]. J [....] is too young at this
stage.
The respondent has criticised the applicant for still giving J
[....] a bottle with a feed formula, I do not know whether that is
once or twice a day, but the applicant is an experienced and highly
qualified paediatrician and she presumably must take all these
things
into account in J [....]’s maturation process.
[50]
She does indicate that in relation to his faecal incontinence,
she is trying to train him to go to the toilet and rewards him. So,
it would seem to me that clearly the applicant and the respondent
mean well, but it is the applicant at the end of the day who
seems to
be the primary caregiver of the children. Whilst not criticising the
number of au-pairs the respondent has it is clear
that he has
work-related demands that requires this number of au-pairs. It is
clear that the children are somehow experiencing
a level of comfort
with the applicant and that will hopefully lead to the stabilisation
of the children’s lives if they are
placed with her. The Family
Advocate has suggested that the primary residence should be with her.
[51]
The respondent filed further affidavits. He filed an affidavit
in relation to the applicant’s earning capacity, and then again
pursuant to the report of the family advocate. In this further
affidavit he disputes that the children should have primary residence
with the applicant, and he states that he does take the children to
therapy. He describes himself as involved parent.
[52]
The respondent states he is able to manage his workload in
such a way that he has time with the children. He is prepared to
attend
bonding therapy with Z [....]. He wants the applicant to
consult a psychologist and he wants both of them to attend some
parenting
course to support each child’s emotional needs,
routine, discipline, and then draft a parenting plan. He wishes to
have a
parenting coordinator.
[53]
The court is also mindful of the recommendation by the Family
Advocate that there should be a parenting coordinator. As we know,
the law is clear at this stage that one must avoid a parenting
coordinator having a judicial function, where he or she decides
questions of access and other aspects of micro-managing the
children’s lives.
[54]
In my view the parenting coordinator is not needed for the
children at this stage. A parenting coordinator must firstly deal
with
the dysfunctional relationship between the parents, who have not
accepted that their time as a married couple is over and the
disparaging
remarks, in particular by the respondent of the
applicant, really serves no purpose.
[55]
He, in the supplementary affidavit, suggests that the family
advocate’s recommendation means that his access and contact is
reduced substantially, and what he now concedes is that maybe the
children should spend a fixed period of time with him and then
a
fixed period of time with the applicant.
[56]
He criticises the family advocate as mischaracterising Dr
Duchen’s professional intervention. He criticises everything
about
the Family Advocate’s report. He also criticises her
failure to attend the programme known as the Family Bridge’s
program
and is also a point of contention. The applicant simply not
able to pay for all these therapies and the Family Bridges programme.
It
is for that reason that I am going to appoint Ms. Tanya Kriel a
social worker to deal with the high level of conflict between
the
parties. Once that has concluded, it would then be appropriate to
come up with a parenting plan for a Court to consider. It
seems that
the respondent submits that the child’s voice alone should not
be determinative of where the children should reside
and that is just
a continuing criticism. He suggests that the applicant must attend
psycho-therapy, a parenting course, so that
she does not influence
the children negatively. On behalf of the respondent, it was
vigorously argued that the applicant is alienating
Z [....] from him.
It is of utmost importance that there be no alienation or any
criticism by either parent in front of the children,
or where they
can hear one of the parents criticising the other to third parties.
The parents have got to both be very mindful
of what the children can
hear, see and understand.
[57]
Taking all the above facts into account the result is that the
children must have their primary residence with the applicant. The
contact by the respondent father will be every alternate weekend from
Friday after school until Monday morning at school, and the
respondent can also have sleepover access on the Wednesday, during a
weekend when he does not have access to the children.
[58]
This is not what the family advocate ordered, but the Court
noted that the applicant very properly in her papers suggested that
there be the sleepover on a Wednesday. Also, there is the other
contact, which is set out in my order, that there is daily reasonable
telephonic contact. It deals with father’s day, father’s
birthday, mother’s day, mother’s birthday, short
and long
school holidays, Christmas to be alternated. All this contact is
spelt out in the attached court order.
The
cost of all this professional therapy must be shared 25 percent by
the applicant and 75 percent by the respondent in relation
to those
costs that the medical aid does not pay.
Interim
maintenance.
[59]
It is clear to me that the respondent is a man of considerable
means, he is a highly successful businessman and there is no reason
why he should not be able to maintain the applicant and the children
at a level which is reasonable, and which they enjoyed when
they
lived together. I have already referred to the high standard of
living, the luxury homes to which the respondent has access,
teams of
security guards and also the luxury cars to which he has access.
[60]
The applicant has set out a detailed schedule and Ms. Ternent
on behalf of the applicant made certain concessions and she provided
a schedule to the court which shows that the total expenditure for
everything is R220 149.00 per month, and then she deducted the
direct
expenses which the respondent tendered, bringing the amount down to
R185 905.00. She also reduced certain expenses,
and made
additional deductions and including the amount of R10 000.00 for
holiday camps.
[61]
The total nett income after her deductions of her earnings
from the Affinity company in the respondent’s group of
companies
which he heads and that she works for. She also earns a
modest amount from her own practice at this stage, in the amount of
approximately
R2000.00 per month after all deductions for her
receptionist and other expenses. It is clear that despite the fact
that she is
working very hard and of course spending time away from
the children, this is very difficult for her.
[62]
She used to work once a week when the parties were together,
but upon the acrimonious separation it would seem that she was then
required to work more hours per week, failing which she would be
dismissed. So she accepted the conditions because there is nothing
more she can do. Her shortfall is R104 302.17, per month.
[63]
I have considered the expenses and it seems to me that none of
the expenses are out of kilter with the level at which the parties
lived at the time. The respondent has also put up a schedule and he
claims that he is paying, if one takes into account his expenses
and
the direct expenses that he pays for the children, amounts to
R177 023.33 per month. He says that he simply cannot afford
to
make any further contributions to the applicant in regard to interim
maintenance.
[64]
In the applicant’s heads of argument, she sets out that
the respondent is able to meet the expenses that she requires and
that includes direct expenses and the monthly interim amounts of
maintenance. He is the chief executive officer of Affinity Enterprise
Holdings. He is also the chief executive officer of the investment
holding company known as Affinity International, based in Bermuda
and
this also brought him in quite a few hundred thousand rand.
[65]
She criticises his maintenance needs of R177 023.00 per
month, as she describes how, whilst they were together his business
partner earned and drew approximately a million to a million and a
half rand per month. The applicant submitted that the respondent’s
income should be consistent with this amount. In the last year he
acquired properties and the renovations in the amount of R17 500 000.
He does not set out his flights to luxury destinations such as
Ballito, Knysna and Cape Town. He has a personal trainer and four
au-pairs. She states that he has a security detail. She states that
his gift and entertainment expenses are incorrect or implausible.
[66]
I have referred to the Knysna property and also to the current
property, which was bought, apparently all in the name of a company.
However, what is important to note is that, I do not see perquisite
tax for the use of these luxury items as being claimed in his
expenditure. He also has access to an Aston Martin, Ferrari, BMW X7,
M50D sport, an old Porsch Cayenne vehicles. He has a pool
of cars to
which he has access. The au-pairs earn good money, in the amounts
between R14 000.00, R12 000.00 and R7 000.00.
Therefore,
that cost is R33 000.00 per month. The applicant states that he
has fulltime day and night guards. When he left
the matrimonial home
he rented and lived in luxury apartments.
[67]
He claims that he only paid R19 000.00 per month for this
luxury accommodation. The applicant claims that that accommodation
was closer to R60 000.00 per month. He attends to his person
very carefully and she describes all the cosmetic procedures
and also
that, for example, he spent R250 000.00 on four suits. She says
he is a wealthy man who is not disclosing to this
Court what he
really earns. As I have indicated, he filed a supplementary affidavit
to criticises the applicant to say that she
was earning much more
than what she disclosed.
[68]
However, based on the information that he produced there was
woven into that a speculative amount as to her earnings. In fact, he
does not take into account that she is working as hard as she can.
She obviously does not earn anything anywhere near what he earns,
and
the Court is mindful of the limitations that she has as a
professional woman and as a mother. In summary she earns R58 929.05
from her work as a medical director within the Affinity Group and her
net income from her private practice is approximately R2000.00
net
per month after payment of all expenses. She obviously cannot live or
litigate at the same level as the respondent.
[69]
She has asked for a contribution towards legal costs in the
amount of R830 000.00, payable within 10 court days. She has set
out the details for this contribution and these are not inconsistent
with what he has spent on legal fees as alleged by the applicant.
I
am also of the view that the amount of R104 000.00 which she
claims per month is reasonable in the circumstances.
Contribution
to legal costs
The
right to equality, the exercise of judicial discretion, and the
proper approach to the interpretation of Rule 43 proceedings.
Introduction
[70]
Rule 43 of the Uniform Rules of Court (rule 43) provides an
interim remedy to assist an applicant for a limited period of time
before
a divorce is finalised, in respect of,
inter alia
,
contribution to legal costs. The rationale behind rule 43 is to
ensure that neither party is prejudiced during the divorce
proceedings
by a lack of resources to maintain a reasonable standard
of living, or to pursue their case in the main action.
Often
one party, usually the wife, will not be in a position to institute
or defend a divorce due to a lack of financial means.
Accordingly,
rule 43(1) provides as follows:
“
This rule shall
apply whenever a spouse seeks relief from the court in respect of one
or more of the following matters:
(a)
Maintenance
pendente lite
;
(b)
A contribution towards the costs of a matrimonial action, pending or
about to be instituted;
(c)
Interim care of any child;
(d)
Interim contact with any child.”
This
judgment also relates specifically to part (b) of rule 43(1), that
is, the obligation to contribute to legal costs.
[71]
The
claim for a contribution towards costs in a matrimonial suit is
sui
generis
:
an incident of the duty of support which spouses owe to each
other.
[2]
“
The
purpose of the remedy has consistently been recognised as being to
enable the party in the principal litigation who is comparatively
financially disadvantaged in relation to the other side to adequately
place [his or her] case before the Court.”
[3]
The claim has its origins in Roman Dutch procedure, and the
principle that is now enshrined in rule 43 first crystallised
as
a common law principle through many decades of jurisprudence. Rule 43
now regulates the procedure to be followed where
a contribution to
costs is sought, and is intended to provide for inexpensive and
expeditious interim relief.
[4]
In
Eke v
Parsons
,
it was stated that, under the constitutional dispensation, “the
object of court rules is twofold. The first is to ensure
a fair trial
or hearing. The second is to secure the inexpensive and expeditious
completion of litigation and to further the administration
of
justice.”
[5]
[72]
Rule 43 must therefore be applied so as to ensure effective
and expeditious access to court. As a Uniform Rule of Court, it must
be interpreted and applied by Judges exercising judicial discretion.
This raises the question: how should rule 43 be interpreted
and
applied to ensure a fair and timeous trial? And of what relevance is
the Constitution to this exercise? It is important to
emphasise that
the Rule must be interpreted and applied through the prism of the
Constitution, with specific regard to the right
to equality.
Context
and the gender-based inequalities that characterise rule 43
applications
[73]
Before outlining the jurisprudence on rule 43, it is worth
considering the context of rule 43 applications. Most often,
these
applications are brought by economically disadvantaged spouses
who are unable to meet the costs of litigation or who are forced
to
enter debt to pay hefty legal fees. According to Heaton—
“
It is a
financially dependent spouse who applies for a contribution towards
costs, frequently in circumstances where the other spouse
controls
the family resources pending orders in respect of division of assets
on divorce. The fact that the applicant spouse has
no access to
resources is yielded like a strategic weapon to bully an inequitable
settlement from an under-resourced spouse who
faces the other
spouse’s legal arsenal without the funds for his or her own
legal team.”
[6]
[74]
Typically,
those applicants seeking contributions to costs are women. In
AF v MF
,
which will be discussed further below, the applicant who was the
wife, sought an increase in maintenance, as well as a contribution
to
her legal costs in the divorce action, where, in order to pay those
costs, she had had to borrow from third persons as the applicant
has
had to do. The facts in
AF
v MF
demonstrated that her husband was considerably well off and that she
was struggling financially. Whilst she had no means to fund
her case
in the divorce action, her husband was well able to afford to pay her
legal costs.
[7]
These facts are
typical of rule 43 applications. Clearly, the social problem
that rule 43 exists to address is a gendered
one. The Constitutional
Court, when it was seized with the question of the constitutionality
of rule 43, commented thus:
“
It is the more
financially vulnerable spouses,
usually
the wives
,
who disproportionately bear the brunt of all this. Generally, they
are the ones who launch rule 43 applications.
This
is so because it is women, who more often than not, are the primary
care-givers
.”
[8]
[75]
Although
dealing with legal issues surrounding marital regimes, the High Court
in
Greyling
made
similar comments, noting that “women’s ability to
generate an income is reduced by marriage [and this is] statistically
proven, and women bear more responsibility for housework and caring
labour.”
[9]
[76]
Ultimately,
across the jurisprudence and literature, it is not widely contested
that “as a consequence of gender discrimination,
women tend to
be poorer than men and to earn less in the marketplace. Stereotypical
roles also entail that women tend to devote
more time and effort to
childcare and housework which further impacts on their earning
capacity.”
[10]
It is
important to remind ourselves of the realities facing applicants, who
are predominantly women. As stated in
AF
v MF
,
“the legal rules pertaining to the reciprocal duty of support
between spouses are gender neutral, so that an indigent
husband
may claim support from an affluent wife,
[11]
but the reality must be acknowledged that, given traditional
childcare roles and the wealth disparity between men and women, it
has usually been women who have had to approach the courts for a
contribution towards costs in divorce litigation.”
[12]
It would be unwise to ignore the gendered dynamic of rule 43
applications. And, it ought to be against this background that Judges
exercise their discretion when interpreting and applying the rule.
The
exercise of judicial discretion
[77]
The application of rule 43 involves a
Judge’s discretion, and ultimately, the Judge must make an
order that is fair and equitable
having regard to the means and needs
of the parties in respect of this common law claim. However, it is
clear that the exercise
of this discretion must take place through
the prism of the Constitution.
Firstly, the Constitutional
Court has consistently upheld the rule that the common law must be
interpreted, applied and developed
in line with the Constitution.
Specifically, the injunction in section 39(2) of the
Constitution provides that:
“
When interpreting
any legislation, and when developing the common law or customary law,
every court, tribunal or forum must promote
the spirit, purport and
objects of the Bill of Rights.”
In
other words, rule 43 cannot be applied in a manner that is
inconsistent with the Constitution. To do so would amount to the
judiciary developing an unconstitutional common law.
[78]
In addition, section 7(3) of the Constitution requires the
State, and by implication its’ Judiciary, to respect, protect,
promote and fulfil the rights conferred in the Bill of Rights. One of
the ways that Judges discharge that duty is by interpreting
any
legislation or provision mindful of those obligations. In other
words, by giving meaning to the Constitution by interpreting,
applying and developing the law in accordance with the Bill of the
Rights.
[79]
All of this to say that it is not possible to interpret and
apply rule 43 unless doing so through the prism of the
Constitution.
It would not be in accordance with the Constitution to
apply rule 43 in a manner that maintains inequality between the
parties
or prevents one party from access to justice. The right to
equality and access to court, and therefore to justice, lie at the
heart
of Rule 43 applications.
A legal background to the
rights at issue
Section 9 - the right to
equality
[80]
The right to equality is at the heart of rule 43 matters
because where one party cannot afford burdensome legal costs, so he
or
she cannot make his or her case effectively before a court, on an
equal footing with the other party. Even before the advent of
the
Constitution, in 1959, Williamson J said that:
“
I
do not say that she is entitled to every luxurious expense in
litigation, but she is entitled to litigate upon the basis you would
expect rich people to litigate. She is the wife of a rich man who is
obviously going to litigate against her on a luxurious basis. . .
I
think she is entitled to litigate upon somewhat the same sort of
scale as that upon which he can be expected to litigate.”
[13]
[81]
Even
before the equality of parties before the law was enshrined in the
Constitution, the law recognised that parties must be able
to
litigate on an equal playing field, and most often, this meant
ensuring women were equally able to present their case. In respect
of
rule 43 applications,
Van
Rippen
,
is old authority for the rule that the discretion in determining
quantum of contribution to costs must be exercised such that
“the
wife must be enabled to present her case adequately before the
Court.”
[14]
[82]
At the birth of the Constitution, however, the right to
equality became a cornerstone of South Africa’s constitutional
democracy.
The very first provision of the Constitution,
section 1(a), commits the Republic to the founding values of
“human dignity,
the achievement of equality
and the
advancement of human rights and freedoms”. The Bill of Rights
then enshrines the right to equality as an independent
right by way
of section 9(1), which provides that “everyone is equal
before the law and has the right to equal protection
and benefit of
the law.”
[83]
Albertyn posits that the concept of equality must be
developed beyond the idea of equal concern and respect. In discussing
the plasticity
of the concept of equality, she reminds us that—
“
the goal of
equality . . . is to remove systemic barriers to substantive freedom
and actively to create conditions of equality,
including attention to
restructuring relations of equality at individual, institutional and
societal inequalities.”
[15]
And,
in
National
Coalition for Gay and Lesbian Equality
,
the Constitutional Court emphasised that section 9 does not
envisage a passive or purely negative concept of equality, but
rather, would require positive steps to redress inequalities that led
to disadvantage.
[16]
[84]
In the context of the matter at hand, the interpretation and
application of rule 43 can constitute a positive step taken by
the Judge. What rule 43 exists to provide is equality of arms between
the parties so that the disadvantaged party is placed in
a position
to defend their case. So fundamentally, the application of rule 43
necessarily involves the right to equality and Judges
should, when
exercising their discretion, interpret and apply rule 43 in the light
of the constitutional right to equality.
[85]
According to the Constitutional Court:
“
Equality
of arms has been explained as an inherent element of the due process
of law in both civil and criminal proceedings. At
the core of the
concept is that both parties in a specific matter should be treated
in a manner that ensures they are in a procedurally
equal position to
make their case. In particular, weaker litigants should have an
opportunity to present their case under conditions
of equality.”
[17]
[86]
It will become clear later that courts have begun to interpret
and apply rule 43 through the prism of the constitutional right
to equality. As I see it, this is the correct approach.
Section
34 – the right of access to court
[87]
Where
a party is not able to do place their case effectively before a court
as a result of limited resources, the right to access
justice is also
called into question. Section 34 of the Constitution guarantees
a right to a fair public hearing before a
court or other independent
and impartial tribunal or forum.
[18]
On the right of access to court, the Constitutional Court has said in
Lesapo
that—
“
The right of
access to court is indeed foundational to the stability of an orderly
society. It ensures the peaceful, regulated and
institutionalised
mechanisms to resolve disputes, without resorting to self-help. The
right of access to court is a bulwark against
vigilantism, and the
chaos and anarchy which it causes. Construed in this context of the
rule of law and the principle against
self-help in particular, access
to court is indeed of cardinal importance.”
[19]
[88]
One
of the central issues in rule 43 applications is access to justice.
Without sufficient contributions, and in the event that
one spouse is
not able to meet exorbitant legal costs while the other party is able
to meet the hefty costs of litigation, he or
she might be denied
justice. In
Model
,
the Court noted the relevance of section 34, and went on to say
that “I do not think there can now be any doubt that
section 34
constitutionalises the right to a fair civil trial. . . This entails
the right of access to court and the right
to present one’s
case properly and effectively. The principle of equality of arms is
implicit in the right to a fair trial.”
[20]
All this to say that rule 43 operates to ensure access to court,
and is therefore measured against, and guided by, the constitutional
right to access court.
What
effect does the constitutional imperative of ‘equality of arms’
have on rule 43 applications?
[89]
In 1999, Donen AJ in
Cary
applied rule 43 having
carefully considered the old common law authorities. However,
notably, Donen AJ went on to consider the constitutional
imperatives
involved in the proper application of the rule. He carefully weighed
the earlier authorities that spoke of the limitations
on the extent
of the contribution a spouse could claim but took umbrage with them,
finding that the Constitution required him to
depart from them and
that was paramount. He put it thus:
“
When exercising my
discretion in the light of the above authority, I must consider, too,
that I am bound by section 9(1) of the
Constitution . . . to
guarantee both parties the right to equality before the law and to
equal protection of the law.
. . . [The] applicant is
entitled to a contribution towards her costs which would ensure
equality of arms in the divorce action
against her husband. The
applicant would not be able to present her case fairly unless she is
empowered to investigate respondent’s
financial affairs through
the forensic accountant appointed by her. That is applicant will not
enjoy equal protection unless she
is equally empowered with “'the
sinews of war”. The question of protecting applicant’s
right to and respect for
and protection of her dignity also arises in
the present situation, where a wife has to approach her husband for
the means to divorce
him. I therefore regard myself as being
constitutionally bound to err on the side of the ‘paramount
consideration that she
should be enabled adequately to place her case
before the Court’. The papers before me indicate that
respondent can afford
to pay the amount claimed and that he will not
be prejudiced in the conduct of his own case should he be ordered to
do so.”
[21]
[90]
Endorsing
the approach of Donen AJ in
Cary
,
Davis AJ in
AF
v MF
,
noted how he too was obliged to exercise his discretion under rule 43
in the
light of the fundamental right to equality and equal protection
before the law
.
He, like Donen AJ, reasoned that there should be ‘equality of
arms’ in order for a divorce trial to be fair. Davis AJ
then noted that in the unreported decision of
Du
Plessis v Du Plessis
,
Van der Merwe J had followed
Cary
and accepted “the relevance of the fundamental right to
equality before the law.”
[22]
And, like Van der Merwe, he followed suit and concluded thus:
“
I find myself in
wholehearted agreement with the approach adopted by Donen AJ and
Van der Merwe J, which accords with
the injunction in section
39(2) of the Constitution to promote the spirit, purport and objects
of the Bill of Rights when developing
the common law.
The importance of
equality of arms in divorce litigation should not be underestimated.
Where there is a marked imbalance in the
financial resources
available to the parties to litigate, there is a real danger that the
poorer spouse — usually the wife
— will be forced to
settle for less than that to which she is legally entitled, simply
because she cannot afford to go to
trial. On the other hand the
husband, who controls the purse strings, is well able to deploy
financial resources in the service
of his cause. That situation
strikes me as inherently unfair.
In my view the obligation on
courts to promote the constitutional rights to equal protection and B
[....]efit of the law, and access
to courts, requires that courts
come to the aid of spouses who are without means, to ensure that they
are equipped with the necessary
resources to come to court to fight
for what is rightfully theirs.
The right to dignity is
also impacted when a spouse is deprived of the necessary means to
litigate. A person’s dignity is
impaired when she has to go cap
in hand to family or friends to borrow funds for legal costs, or
forced to be beholden to an attorney
who is willing to wait for
payment of fees - in effect to act as her “banker”. The
primary duty of support is owed
between spouses, and a wife who is
without means should be entitled to look to the husband, if he has
sufficient means, to fund
her reasonable litigation costs. (The same
of course applies if the husband is indigent and the wife affluent.)
And where an impecunious
spouse has already incurred debts in order
to litigate, whether to family or to an attorney, I consider that a
court should protect
the dignity of that spouse by ordering a
contribution to costs sufficient to repay those debts.”
[23]
What
Cary
did was elevate the common law ‘equality of arms’
principle and put it on a constitutional footing. What
AF v MF
did was to entrench that approach.
[91]
Considering
rule 43 through the lens of the Constitution is significant. For one,
Davis AJ in
AF
v MF
rejected the notion that a spouse is prohibited from claiming a lump
sum contribution to costs
already
incurred,
expressly stating that “like Donen AJ, I believe that
constitutional imperatives support this conclusion.”
[24]
It was because of the constitutional right to equality and access to
justice that Davis AJ held “as a matter of principle,
that
a court is entitled to take into account legal costs already
incurred, including debts incurred to fund legal costs, in the
assessment of an appropriate contribution to costs in terms of rule
43”.
[25]
Davis
AJ in fact correctly noted that the contrary position would ignore
the reality faced by spouses, most often women, who have
to incur
debt in order to meet legal costs. This is another significant aspect
of the judgment because, as outlined above, it is
incontrovertible
that women are often forced to enter debt in order to meet legal
costs.
[92]
Additionally, interpreting rule 43 according to the
Constitution seems to have impacted the amount it is possible for a
less financially
resourced spouse to claim. One of the central
questions to seize courts in rule 43 applications is the amount
that can be
claimed by the applicant seeking a contribution to costs,
namely, whether the rule limits the claim to a partial contribution,
or permits of a full contribution.
[93]
The
quantum of the contribution to costs which a spouse may be ordered to
pay lies within the discretion of the presiding judge.
[26]
And, the applicant’s entitlement to maintenance must be
assessed having regard to the standard of living enjoyed by the
parties during the marriage, and ascertaining what contribution would
be reasonable in the circumstances.
[27]
In
Van
Rippen
,
the Court articulated that guiding principle for the exercise of
discretion in the following terms:
“
The Court should,
I think, have the dominant object in view that, having regard to the
circumstances of the case, the financial
position of the parties, and
the particular issues involved in the pending litigation, the wife
must be enabled to present her
case adequately before the Court.”
[28]
And,
in
Nicholson
,
Wunsh J confirmed that “the applicant is entitled,
if
the respondent has the means
and she
does not have them,
to be placed in the position adequately to present her case”,
in which case the court will consider certain relevant factors
in
ascertaining the amount of the contribution.”
[29]
Ultimately, the overriding principle is that the applicant must be
enabled “adequately to place her case before the Court.”
[30]
[94]
In
the past, several cases suggested that the amount to which she is
entitled is limited, and that a spouse who applies for a contribution
to costs under rule 43 is only entitled to part,
but
not all
,
of his or her costs.
[31]
In
Dodo
,
for example, Wulfsohn AJ stated that, “as the application
is merely for a ‘contribution towards her costs’,
those
very words mean that she is not entitled to
all
her costs.”
[32]
Similarly, in
Micklem
,
it was said that “a wife seeking a contribution towards costs
is not entitled to payment in full of the costs she avers
will be
incurred in presenting her case to the Court nor all costs incurred
to date.”
[33]
And, in
AG
v LG
,
Ashley Binns-Ward J stated that “
by
ordering a contribution, the Court does provide the sinews of war;
but, so far as I am aware, the Court has never under the contribution
procedure provided the applicant’s attorney with complete
advance cover for all his fees.”
[34]
[95]
However, it was acknowledged in
Micklem
that this
limitation might clash with the paramount consideration referred to
in
Van Rippen
: a partial contribution might mean that a spouse
is not able
to adequately place her case before the court.
Because of this concern, when Davis AJ considered whether all or
only a part
of a spouse’s legal costs could be ordered to be
paid, he came to the following conclusion:
“
In my view the
obligation to pay a contribution towards a wife’s legal costs
does not necessarily postulate an obligation
only to pay for part
of those costs
. . . the extent of the contribution should
logically depend on how much, if anything, the wife herself is able
to contribute.
. . .
To my mind the correct
approach to the question of an appropriate contribution towards costs
is that adopted in
Zaduck v Zaduck
1966 (1) SA 78
(SR) at 81A
– B by Davies J, who declined to follow the rule that a
contribution to costs should not cover all the wife's
costs. The
learned judge held that:
‘
(T)he correct
approach is to endeavour to ascertain in the first instance the
amount of money which the applicant will have to pay
by way of costs
in order to present her case adequately.
If she herself is unable
to contribute at all to her costs, then it seems to me to follow that
the respondent husband must contribute
the whole amount required
.
I see no validity in the contention that in those circumstances he
should only be required to contribute part of the amount involved.’
In my view it is
arbitrary to apply an inflexible rule that a wife who has no means of
funding the balance of her legal costs is
nonetheless only entitled
to part of the costs which she reasonably requires to fund her
litigation.
To my mind logic and
fairness dictate that if the wife is indigent and the husband has the
wherewithal to fund his own, as well
as all the wife’s
reasonable costs, he should be ordered to do so.
Since legal
costs are covered by the duty of spousal support, there can be no
justification for a situation where the husband,
who controls the
purse strings, pays for all his legal costs upfront, while the wife
without means is forced to borrow to fund
the shortfall, or to ask
her attorney to carry the case without full payment. As I have
already mentioned,
I consider this an unacceptable impairment of
the right to dignity and equal protection of the law.
In my respectful
opinion the constitutional imperatives to which I have referred
require that we jettison the arbitrary rule that
a wife may not, by
way of a contribution towards costs under rule 43, be awarded all the
costs which she reasonably requires to
present her case.
The court’s discretion regarding the quantum of costs should
not be fettered by fixed rules, but should be exercised in the
light
of the reasonable litigation needs of the parties, having regard to
their particular circumstances, and their respective
abilities to
pay.”
[35]
(Emphasis
added).
[96]
In this case, Davis AJ clearly rejected any arbitrary notion
of limiting the extent of the contribution to costs made by one
spouse
to another. Importantly, he did so on the basis of
constitutional imperatives. In practice then, what
AF v MF
achieved was the conclusion that there is no reason why an applicant
may not be entitled to all of his or her costs, because what
matters
most is that the parties are able to place their case before the
court on an equal footing.
AF v MF
noticeably departed from
the
status quo
, and embarked on a more constitutionally
compliant path. And it is plain from the passages above that the
Court in
AF v MF
spelled out the proper approach to the
application of rule 43: rule 43 must be interpreted and applied
through the prism of the
Constitution, which requires the court to
interpret the rule in a manner that accords with the fundamental
constitutional tenet
of equality.
[97]
Of course, there may be times where, upon exercising
judicial discretion in the light of all relevant factors and
circumstances,
only a partial, rather than full, contribution is
deemed reasonable. The judgment of
AG v LG
, handed down
subsequent to
AF v MF
, cautioned that whilst a
holistic approach should be adopted when
considering the appropriate contribution to costs, when a court
exercises its discretion
an ‘equality of arms’ approach
must be—
“
balanced
with maintaining an equitable exposure of both of the adversaries to
the risks of the chilly consequences of the ill-considered
incurrence
of costs. Both parties are required to be realistic about the
litigation and should be incentivised to focus on reaching
early and
mutually beneficial settlements.”
[36]
[98]
Indeed,
the helping hand that rule 43 provides does not warrant litigating
ad nauseum
,
nor should it permit malicious attempts to drain the pockets of the
contributing spouse.
[37]
In
other words, the
entitlement
to a contribution towards costs in terms of rule 43 should not
be seen as equating to a licence to risk-free litigation
.
[38]
Clearly, in circumstances where one party causes the other to bear
unnecessary costs, there is a principled argument as to why
said
spouse ought not to be entitled to her full costs.
[39]
There is even a public policy argument that such circumstances would
unduly and inappropriately strain judicial time and legal
resources.
To permit such situations to occur would compromise the integrity of
judicial processes surrounding matrimonial proceedings.
[99]
Likewise, on the basis of what Davis AJ held in
AF v
MF
, it would seem that an applicant would need to make a
reasonable claim from the outset that she actually requires full
costs:
“
Since I can see no
justification for an arbitrary rule that a wife cannot be awarded all
the legal costs which she reasonably requires
to present her case, I
would have been inclined to order a contribution in the amount of
R 793 632 to cover the whole
of the wife’s arrear
legal costs.
However,
since the wife has only claimed a contribution of R 750 000
for her costs, that is the amount which I will award
.”
[40]
[100]
Notwithstanding all of the above, what is important is that
the courts are of a mind that
interpreting and
applying rule 43 through the prism of the Constitution means that
it
is possible for one spouse to be entitled to a claim for all her
legal costs
.
This, because
the
real question which lies at the heart of rule 43, and upon which all
such applications should turn, is whether the spouse, most
often the
wife, is able to defend her case with an arm that is as long and a
purse that is as deep. The question to be asked is
whether she has an
equal opportunity to have her voice heard. Ultimately, it is to be
recalled that
rule 43 is not aimed at providing for payment of
all
of the applicant’s costs, but to place an applicant
in a position to adequately present his or her case. Ordinarily, one
would assume that partial costs would be sufficient. But, when the
constitutional requirements of equality and access to justice
require
full legal costs to be ordered to be paid, then based on
AF v MF
,
that is a legal possibility. It is therefore not insignificant that
the assessment of rule 43 now takes place through the prism
of the
constitution.
[101]
Whereas
Van
Rippen
remains the old authority for the principle that an applicant must be
able to effectively and adequately present her case,
Cary
and
AF v
MF
put
that principle on a constitutional footing, affirming it through the
constitutional imperative of equality before the law and
equal
protection of the law. According to Ashley Binns Ward J in
AG v LG
,
“
describing
the rationale for the remedy in terms of ‘constitutional
imperative’ does not . . really add anything of
substance to
its historical character in the Roman Dutch common law.”
[41]
It
is true that the principle existed long before the advent of the
Constitution. However, one would imagine that Donen AJ,
Van der
Merve J, and Davis AJ, among others, would disagree. Since
the Constitution, rule 43 has to be applied
in a manner that
ensures equality of arms as understood in terms of equality law
jurisprudence. Whereas the requirement already
existed, it is now a
constitutional
requirement. The gravity of the constitution standing behind the
requirement is not insignificant.
It
is on this basis that I disagree with Ashley Binns Ward J
that “
describing
the rationale for the remedy in terms of ‘constitutional
imperative’ does not . . really add anything.”
The import
of the constitutional right to equality adds a great deal because it
defines the manner in which a Judge
must
exercise their discretion.
[102]
The
ordinary rules of interpretation apply when interpreting the Uniform
Rules of Court. In other words, rule 43 must, like statutory
provisions, first be given its plain grammatical meaning. However, it
is a tenet of judicial interpretation that the language employed
in a
provision “must be accorded a generous and purposive meaning to
give every citizen the fullest protection afforded”
[42]
and context is crucial.
[43]
Ultimately,
it must be
applied
through the prism of the Bill of Rights and the Constitution. This,
because there is only one system of law in South Africa
and that is
the Constitution. Section 2 of the Constitution provides that:
“
The Constitution
is the supreme law of the Republic; law or conduct inconsistent with
it is invalid, and the obligations imposed
by it must be fulfilled.”
Accordingly,
to construe rule 43 in a vacuum, or to interpret it as a mere
enactment of an erstwhile common law principle, would
constrain the
objectives of the Constitution. Rule 43 has to be understood
within the constitutional framework.
[103]
As
set out above, it is trite that equality is a founding value of the
Constitution. It lies at the heart of the Bill of Rights.
And, “the
founding values inform most, if not all, of the rights in the Bill of
Rights.”
[44]
The right
to equality, therefore, informs all forms of adjudication. Looking at
rule 43 through the lens of section 9 means
recognising that
everyone must be in a position to be able to present his or her case
to a court. If one party embarks on a luxurious
degree of litigation,
the exorbitance of which means that the other party cannot properly
present his or her case, then it cannot
be said that the two are
equal before the law. To be equal before the law, the parties require
equality of arms. In addition to
this common law principle, the
Constitution requires that when a Judge exercises his or her
discretion in determining the extent
of the contribution towards
costs, he or she is bound by section 9 to guarantee the right to
equality before the law and equal
protection of it.
[104]
Cary
is a prime example of a court interpreting rule 43
through the prism of the equality provision in section 9(1). The
Court found
that in exercising its discretion in the determination of
the quantum of the contribution towards costs to be awarded, it was
bound
by section 9(1) to guarantee both parties the right to
equality before the law and equal protection of the law. The Court
took note of the fact that the parties had agreed during the marriage
that the applicant should devote herself to the full-time
care of the
children, and that the respondent controlled the financial resources,
which fettered the applicant’s power to
present her own case in
her own best interests. What the Court did was apply rule 43 by
considering the facts and circumstances,
with regard to the
gendered dynamics of the parties’ positions,
in the
light of the constitutional right to equality and to access court
.
As I see it, there can be no other way to apply rule 43.
Conclusion
on contribution to costs.
[105]
Ultimately,
the respondent to a rule 43 application is under a common law duty to
make a contribution to the applicant’s costs
if 0000000000it is
needed and he is able to do so. However, this a duty that must also
be interpreted through the prism of the
Constitution since South
Africa’s is a legal system over which the Constitution reigns
supreme. “Rules of Court are
concerned with the procedure by
which substantive rights are enforced. They do not lay down
substantive law.”
[45]
That may be so. However, rule 43 must give meaning to the
substantive right to equality and access to courts. If the exercise
of a judicial discretion does not yield a result consistent with the
right to equality and access to court, then that application
of rule
43 is unconstitutional.
[107]
In the result I order that the respondent pays an amount of R830 000
as a contribution towards legal costs within 10
days of this order.
The
full order dealing with all aspects of this Rule 43 application is
attached hereto marked X
Judge
of the High Court
Gauteng
Local Division
Counsel
for applicant
Adv P Ternent
Attorney
for applicant
Shaheed Dollie Attorneys
Counsel
for respondent
Adv L Segal
Attorney
for respondent
Attorney Billy Gundelfinger
[1]
No
38 of 2005
[2]
See
Chamani
v Chamani
1979 (4) SA 804
(W) at 806F – H; and
Van
Rippen v Van Rippen
1949
(4) SA 634 (C).
[3]
AG
v LG
[2020]
ZAWCHC 83
at para 17. See also
Van
Rippen
id.
[4]
S
v S
[2019]
ZACC 22
;
2019 (6) SA 1
(CC);
2019 (8) BCLR 989
(CC) at para 43.
[5]
Eke
v Parsons
[2015] ZACC 30
;
2016 (3) SA 37
(CC);
2015 (11) BCLR 1319
(CC) at
para 40.
[6]
See
Heaton J,
The
Law of Divorce and Dissolution of Life Partnerships in South Africa
(Juta, 2015) at 544.
[7]
AF
v MF
2019 (6) SA 422
(WCC) at para 14.
[8]
S
v S
above n 3 at para 31.
[9]
Greyling
v Minister of Home Affairs
[2022] ZAGPPHC 77 at para 13.
[10]
Bonthuys
E, ‘Public Policy and the Enforcement of Antenuptial
Contracts: W v H’
(2018) 135 SALJ 237
at 241.
[11]
See
for example,
Woodhead
v Woodhead
1955 (3) SA 138
(SR) at 139H – 140A.
[12]
AF
v MF
above n 6 at para 30.
[13]
In
Glazer
v Glazer
1959 (3) 928 (W) at 928 A-C.
[14]
Van
Rippen
above
n 1 at 639.
[15]
Albertyn
“Contested Substantive Equality in the South African
Constitution: Beyond Social Inclusion Towards Systemic Justice”
(2018) 34
SAJHR
441
at 462, as cited in
Mahlangu
v Minister of Labour
[2020] ZACC 24
;
2021 (2) SA 54
(CC);
2021 (1) BCLR 1
(CC) at fn 90.
[16]
National
Coalition for Gay and Lesbian Equality v Minister of Justice
[1998] ZACC 15
;
1999 (1) SA 6
;
1998 (12) BCLR 1517
at para 16.
[17]
S
v S
above n 3 at para 40.
[18]
Section
34 of the Constitution states that:
“
Everyone
has the right to have any dispute that can be resolved by the
application of law decided in a fair public hearing before
a court
or, where appropriate, another independent and impartial tribunal or
forum.”
[19]
Lesapo
v North West Agricultural Bank
[1999] ZACC 16
;
2000 (1) SA 409
;
1999 (12) BCLR 1420
(CC) at para
22.
[20]
Model
v
Model
(2004) (unreported case of the High Court of South Africa, Cape of
Good Hope Provincial Division) Case No, 9626/2003 at para
14.
[21]
Cary
v Cary
1999 (3) SA 615
(C) at 621 B - G.
[22]
Du
Plessis v Du Plessis
[2005] ZAFSHC 105
, as considered by Davis AJ in
AF
v MF
above n 6 at paras 39 41.
[23]
AF
v MF
above n 6 at paras 40-2.
[24]
Id
at para 45.
[25]
Id.
Confirmed in,
inter
alia
,
MC
v JC
[2021] ZAGPJHC 373.
[26]
Van
Rippen
above n 1 at 639.
[27]
See
Taute
v Taute
1974
(2) SA 675
(E) at 676D - H and
MC
v JC
above n 24 at para 3.
[28]
Van
Rippen
above
n 1 at 639.
[29]
Nicholson
v Nicholson
1998 (1) SA 48
(W) at 50C - G.
[30]
Van
Rippen
above n 1 at 638 - 9.
[31]
See,
for example,
Van
Rippen
above n 1 at 638 - 639;
Service
v Service
1968 (3) SA 526
(D) at 528 D - E;
Micklem
v Micklem
1988 (3) SA 259
(C) at 262 I - J; and
Nicholson
v Nicholson
above n 28 at 51 H - I.
[32]
Dodo
v Dodo
1990 (2) SA 77
(W) at 98 F.
[33]
Micklem
above
n 30 at 262I - 263A.
[34]
AG
v LG
above n 2 at para 19.
[35]
AF
v MF
above n 6 at paras 47-51.
[36]
AG
v LG
above n 2 at para 19.
[37]
Id.
[38]
Id.
[39]
See
also,
CT
v MT
2020 (3) SA 409
(WCC), where Rogers J similarly cautioned of the
possibility of abuse of rule 43 applications.
[40]
AF
v MF
above n 6 at para 55.
[41]
AG
v LG
above n 2 at paras 17-8:
“
There
is indeed much in the Bill of Rights that is essentially a
codification and entrenchment of the common law and the rules
of
natural justice. The significance of their constitutional
entrenchment is to preclude any law or conduct inconsistent with
them and to impose an obligation on the state (including, of course,
the courts) to respect, protect, promote and fulfil the
rights
conferred thereby, including by interpreting any legislation mindful
of those obligations, and to constrain Parliament’s
powers of
amendment. . . The proper approach to the determination of such
applications is well established.”
[42]
See
New
Nation Movement NPC v President of the Republic of South Africa
[2020] ZACC 11
;
2020 (8) BCLR 950
(CC);
2020 (6) SA 257
(CC)
at
para 144.
[43]
Natal
Joint Municipal Pension Fund v Endumeni Municipality
[2012]
ZASCA 13
;
2012
(4) SA 593
(SCA) (
Endumeni
)
at para 18.
[44]
Khosa
v Minister of Social Development, Mahlaule v Minister of Social
Development
[2004] ZACC 11
;
2004 (6) SA 505
(CC);
2004 (6) BCLR 569
(CC) at para
104.
[45]
CT
v MT
above n 38 at para 19. Similarly, Vos J said in
Harwood
v Harwood
1976 (4) SA 586
(C) at 588E - F that rule 43 governs
procedure and does not affect the substantive law.
sino noindex
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