Case Law[2022] ZAGPJHC 1058South Africa
H v H (44450/22) [2022] ZAGPJHC 1058 (30 September 2022)
High Court of South Africa (Gauteng Division, Johannesburg)
30 September 2022
Headnotes
Summary – Rule 43 – Constitutional right of a child to be heard. A constitutional interpretation of Rule 43 in relation to an interim contribution to costs in divorce proceedings
Judgment
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## H v H (44450/22) [2022] ZAGPJHC 1058 (30 September 2022)
H v H (44450/22) [2022] ZAGPJHC 1058 (30 September 2022)
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sino date 30 September 2022
IN THE HIGH COURT OF
SOUTH AFRICA
GAUTENG LOCAL DIVISION
HELD AT JOHANNESBURG
CASE
NO
: 44450/22
DATE
:
2022-09-12
REPORTABLE
OF INTEREST TO OTHER
JUDGES
REVISED
30/09/23
In the matter between
H
Applicant
v
H
Respondent
J U D G M E N T
Summary
– Rule 43 – Constitutional right of a child to be heard.
A constitutional interpretation of Rule 43 in
relation to an interim
contribution to costs in divorce 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 and it was essential
to bring in the
Family Advocate to address the current best interests of the children
in the light of the allegations. Of course,
this was to no avail as
the respondent criticised the Family Advocate’s decision and
recommendation.
[2]
In addition, the last full analysis 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
fresh 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 current situation and to take into account
the voices 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 and her
interviews with the parties.
[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 issue now is the current care of the children
and
their living arrangements.
[6]
Whilst it is clear that the living arrangements 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 at
a toxic level.
[7]
Much of the acrimony arises, to a large extent from the fact
that the parties do not talk to each other, they do not respect each
other and to the very end, that is until the last hearing, the
respondent continued to make the most callous accusations against
the
applicant. 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 stated:
“
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 admonishment by Lady Justice Black quintessentially
applies to this case. It seems to me that it is Z the eldest
child
aged 9 years 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 considering the background of 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]
From 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, she even had to go through a polygraph test. It
would seem that at some stage four of the respondent’s
bodyguards entered her 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 in goal.
[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 transmitting to him the HIV
virus, trichomonas and probably syphilis as well. He
also
accuses of having a sexual affair with another doctor, by the name of
Dr Z A, whom the applicant had not even met and he 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 exorcise
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 apparent voluntary
departure took
place where she left without a car, a cellphone 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 also has 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 difficulties that she had
with the respondent. She describes the very high lifestyle they
led with overseas trips, and she was given bonusses. She 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, that 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]
In the face of the intense acrimony they have got to develop
insight into responsible parenting, 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
advised 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
the
applicant contends that her projects are not done whilst in the
respondent’s care. Z is in grade 4. She has many
academic
demands on her. She has cycle tests, and it would seem that the
disruption of moving between mother and father is
affecting her
schoolwork and of course the high conflict that she is exposed to,
also has an effect.
[27]
B is in grade R at Kings 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 Kings School.
[28]
The respondent frequently takes the children to the Vaal River
for weekends being one of the luxury property referred to below. 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 primary
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 involved 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 consult 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 for being overweight can lead to features such
as low
esteem and goodness knows where that can lead.
[33]
It seems to me that he has now 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
internal cameras were destroyed, but she denies that. It would
seem that B also has experiences discomfort about the house,
and
feels that it is “weird”.
[35]
The applicant has an au-pair, Kaylen, who has been working
with her since September 2020. Kaylen 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. 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 that J 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 encouragement to return him 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. It is the matrimonial
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
embedded in the Constitution and sets 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. The State must respect, protect,
promote and fulfil those rights, and that, of course, 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.
[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 international conventions, for example, in
1989 the United Nations General Assembly adopted the convention of
the
rights of the child, and it is an internationally binding
agreement on the rights of children. South Africa is a
signatory.
Article 3(1) of the Convention provides that in all
actions concerning children, including the courts of law, the best
interest
of the child is a primary consideration. All this is
consonant with our Constitution and the Children’s Act.
[46]
According
to General Comment, number 12 of 2009
[2]
“the right of the child to be heard” is also
something to which South Africa has signed up to, and therefore
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.
[47]
Article
6 of the Declaration of the Rights of the Child (1959)
[3]
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, but also, it is incumbent on the parents to
adopt a
different mindset in the best interests of the children.
Because that too is an implicit value and international
requirement
in 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 also clear that the children are somehow
experiencing a
level of comfort with the applicant, and this 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]
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 necessarily there
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 report, and the question of the
programme known as the Family Bridge’s programme is also a
point
of contention. The applicant is simply not able to pay
for all these therapies and the Family Bridges programme.
[57]
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.
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 psychotherapy, 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 the
respondent. 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.
[58]
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, the father will be every
alternate weekend from Friday after school until Monday morning to
be
dropped off at school, and the respondent can also have sleepover
access on the Wednesday, during a weekend when he does not
have
access to the school.
[59]
This is not what the Family Advocate recommended, 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 reasonable
daily 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.
[60]
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.
[61]
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 including the amount of R10 000.00 for
holiday camps.
[62]
The total nett income after her deductions and 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.
[63]
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.
[64]
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, this
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.
[65]
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.
[66]
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.
[67]
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, and an old Porsch Cayenne vehicle.
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
per month. Therefore, that cost alone is R33 000.00 per
month. The applicant states that he has
fulltime day and night
guards. When he left the matrimonial home, he lived in luxury
apartments.
[68]
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, 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. He filed
numerous supplementary affidavits and one in particular to criticise
the applicant as
being untruthful because she was earning much more
than what she disclosed.
[69]
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 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.
[70]
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,
rule 43, the exercise of judicial discretion, and the proper approach
to interpretation
Introduction
[71]
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 relates
specifically to part (b) of rule 43(1), that is, the obligation to
contribute to legal costs.
[72]
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.
[4]
“
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.”
[5]
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.
[6]
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.”
[7]
[73]
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
[74]
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.”
[8]
[75]
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.
[9]
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
.”
[10]
[76]
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.”
[11]
[77]
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.”
[12]
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,
[13]
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.”
[14]
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
[78]
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.
[79]
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.
[80]
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
[81]
The right to equality is at the heart of rule 43 matters
because where one party cannot afford burdensome legal costs, 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.”
[15]
[82]
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.”
[16]
[83]
At the birth of the Constitution, 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.”
[84]
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.”
[17]
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.
[18]
[85]
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.
[86]
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.”
[19]
[87]
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
[88]
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.
[20]
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.”
[21]
[89]
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.”
[22]
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?
[90]
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 if
the Constitution required him to depart from
them, 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.”
[23]
[91]
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.”
[24]
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 benefit 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.”
[25]
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.
[92]
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.”
[26]
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”.
[27]
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.
[93]
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.
[94]
The
quantum of the contribution to costs which a spouse may be ordered to
pay lies within the discretion of the presiding judge.
[28]
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.
[29]
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.”
[30]
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.
[31]
Ultimately, the overriding principle is that the applicant must be
enabled “adequately to place her case before the
Court.”
[32]
[95]
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.
[33]
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.”
[34]
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.”
[35]
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.”
[36]
[96]
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.”
[37]
(Emphasis added).
[97]
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.
[98]
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.”
[38]
[99]
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.
[39]
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
.
[40]
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.
[41]
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.
[100]
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
.”
[42]
[101]
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.
[102]
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.”
[43]
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.
[103]
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”
[44]
and context is crucial.
[45]
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.
[104]
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.”
[46]
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.
[105]
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.
[106]
Ultimately,
the respondent to a rule 43 application is under a common law duty to
make a contribution to the applicant’s costs,
if it 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.”
[47]
That may be so. However, rule 43 must give meaning to the
substantive right to equality and access to courts.
If the
exercise of 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
VICTOR
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
Billy
Gundelfinger
[1]
No
38 of 2005
[2]
Convention
on the Rights of the Child 12. The views expressed by children may
add relevant perspectives and experience and should
be considered in
decision-making, policymaking and preparation of laws and/or
measures as well as their evaluation.
### [3]Article 5 - StatesParties
shall respect the responsibilities, rights and duties of parents or,
where applicable, the members of the extended family
or community as
provided for by local custom, legal guardians or other persons
legally responsible for the child, to provide,
in a manner
consistent with the evolving capacities of the child, appropriate
direction and guidance in the exercise by the child
of the rights
recognized in the present Convention.
[3]
Article 5 - States
Parties
shall respect the responsibilities, rights and duties of parents or,
where applicable, the members of the extended family
or community as
provided for by local custom, legal guardians or other persons
legally responsible for the child, to provide,
in a manner
consistent with the evolving capacities of the child, appropriate
direction and guidance in the exercise by the child
of the rights
recognized in the present Convention.
[4]
See
Chamani
v Chamani
1979 (4) SA 804
(W) at 806F – H; and
Van
Rippen v Van Rippen
1949
(4) SA 634 (C).
[5]
AG
v LG
[2020]
ZAWCHC 83
at para 17. See also
Van
Rippen
id.
[6]
S
v S
[2019]
ZACC 22
;
2019 (6) SA 1
(CC);
2019 (8) BCLR 989
(CC) at para 43.
[7]
Eke
v Parsons
[2015] ZACC 30
;
2016 (3) SA 37
(CC);
2015 (11) BCLR 1319
(CC) at
para 40.
[8]
See
Heaton J,
The
Law of Divorce and Dissolution of Life Partnerships in South Africa
(Juta, 2015) at 544.
[9]
AF
v MF
2019 (6) SA 422
(WCC) at para 14.
[10]
S
v S
above n 3 at para 31.
[11]
Greyling
v Minister of Home Affairs
[2022] ZAGPPHC 77 at para 13.
[12]
Bonthuys
E, ‘Public Policy and the Enforcement of Antenuptial
Contracts: W v H’
(2018) 135 SALJ 237
at 241.
[13]
See
for example,
Woodhead
v Woodhead
1955 (3) SA 138
(SR) at 139H – 140A.
[14]
AF
v MF
above n 6 at para 30.
[15]
In
Glazer
v Glazer
1959 (3) 928 (W) at 928 A-C.
[16]
Van
Rippen
above
n 1 at 639.
[17]
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.
[18]
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.
[19]
S
v S
above n 3 at para 40.
[20]
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.”
[21]
Lesapo
v North West Agricultural Bank
[1999] ZACC 16
;
2000 (1) SA 409
;
1999 (12) BCLR 1420
(CC) at para
22.
[22]
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.
[23]
Cary
v Cary
1999 (3) SA 615
(C) at 621 B - G.
[24]
Du
Plessis v Du Plessis
[2005] ZAFSHC 105
, as considered by Davis AJ in
AF
v MF
above n 6 at paras 39 41.
[25]
AF
v MF
above n 6 at paras 40-2.
[26]
Id
at para 45.
[27]
Id.
Confirmed in,
inter
alia
,
MC
v JC
[2021] ZAGPJHC 373.
[28]
Van
Rippen
above n 1 at 639.
[29]
See
Taute
v Taute
1974
(2) SA 675
(E) at 676D - H and
MC
v JC
above n 24 at para 3.
[30]
Van
Rippen
above
n 1 at 639.
[31]
Nicholson
v Nicholson
1998 (1) SA 48
(W) at 50C - G.
[32]
Van
Rippen
above n 1 at 638 - 9.
[33]
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.
[34]
Dodo
v Dodo
1990 (2) SA 77
(W) at 98 F.
[35]
Micklem
above
n 30 at 262I - 263A.
[36]
AG
v LG
above n 2 at para 19.
[37]
AF
v MF
above n 6 at paras 47-51.
[38]
AG
v LG
above n 2 at para 19.
[39]
Id.
[40]
Id.
[41]
See
also,
CT
v MT
2020 (3) SA 409
(WCC), where Rogers J similarly cautioned of the
possibility of abuse of rule 43 applications.
[42]
AF
v MF
above n 6 at para 55.
[43]
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.”
[44]
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.
[45]
Natal
Joint Municipal Pension Fund v Endumeni Municipality
[2012]
ZASCA 13
;
2012
(4) SA 593
(SCA) (
Endumeni
)
at para 18.
[46]
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.
[47]
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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