Case Law[2024] ZAGPPHC 1199South Africa
D.S.S v MEC for Health Gauteng (2447/2018) [2024] ZAGPPHC 1199 (15 November 2024)
High Court of South Africa (Gauteng Division, Pretoria)
15 November 2024
Judgment
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# South Africa: North Gauteng High Court, Pretoria
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## D.S.S v MEC for Health Gauteng (2447/2018) [2024] ZAGPPHC 1199 (15 November 2024)
D.S.S v MEC for Health Gauteng (2447/2018) [2024] ZAGPPHC 1199 (15 November 2024)
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sino date 15 November 2024
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REPUBLIC OF SOUTH
AFRICA
IN THE HIGH COURT OF
SOUTH AFRICA
GAUTENG DIVISION,
PRETORIA
CASE NO:
2447/2018
(1)
REPORTABLE: NO
(2)
OF INTEREST TO OTHER JUDGES: NO
(3)
REVISED.
Date:
15/11/2024
In the matter between:
D[…]
S[…] S[…]
Plaintiff
(obo J[…] K[…]
S[…]
and G[…] A[…]
S[…])
and
MEC
FOR HEALTH, GAUTENG
Defendant
This judgment is
issued by the Judge whose name is reflected herein and is submitted
electronically to the parties/their legal representatives
by email.
The judgment is further uploaded to the electronic file of this
matter on Caselines. The date of this judgment
is deemed to be 15
November 2024.
J U D G M E N T
TEFFO,
J
:
Introduction
[1]
The
plaintiff in this matter claims damages in a representative capacity
as the mother and natural guardian of her two minor children,
J[…]
K[…] S[…] (J[…], a male) and G[…] A[…]
S[…] (G[…], a female) both
born on 3[..] M[..] 2015
[1]
(the twins).
[2]
It is the plaintiff’s
case that as a result of the negligence of the employees at Steve
Biko and Tshwane District hospitals
where the minor children were
born and received treatment at the time, the children present with
and suffer from a condition called
retinopathy of prematurity (ROP).
J[...] is blind in both eyes and G[...] is blind in her right eye and
severely visually impaired
in her left eye.
[3]
The
issue of liability has been previously resolved and the defendant is
liable to pay 100% of J[...]’s proven or agreed damages
[2]
and 90% of G[...]’s proven or agreed damages
[3]
.
The Court is only enjoined to determine the issue of quantum to be
awarded to the plaintiff for the damages suffered by
her in a
representative capacity.
[4]
The
plaintiff’s claims and their composition are outlined in
paragraphs 11 and 12 of the particulars of claim
[4]
or paragraphs 11, 12 and 13 of the schedule of loss
[5]
,
as follows:
4.1
Fair compensation by both J[...] and G[...] to the plaintiff for her
caregiving of them to date
(see Appendix A to the plaintiff’s
schedule of loss);
[6]
4.2
Future hospital, medical and related expenditure (see Appendices B1
and B2 for J[...] and G[...]
respectively);
[7]
4.3
Loss of income and earning capacity (see Appendices C1 and C2 for
J[...] and G[...] respectively);
[8]
4.4
General damages (see Appendices D1 and D2 for J[...] and G[...]
respectively);
[9]
4.5
Costs of the protection of the award (see Appendices E1 and E2 for
J[...] and G[...] respectively).
[10]
[5]
The
following bundles served before Court: the pleadings Bundle
(Bundle “00”); the plaintiff’s J[...]
Expert
Bundle (Bundle “8.1”); the plaintiff’s G[...]
Expert Bundle (Bundle “8.2”); the defendant’s
J[...] Expert Bundle (Bundle “8.3”); the defendant’s
G[...] Expert Bundle (Bundle “8.4”); the plaintiff’s
Actuarial Bundle (Bundle “8.5”); the defendant’s
Actuarial Bundle (Bundle “8.6”); J[...]’s
Joint Minute Bundle (Bundle “9.1”);
[11]
G[...] Joint Minute Bundle (Bundle “9.2”);
[12]
the Pre-Trial Minutes Bundle (Bundle “11”); the Trial
Bundle (Bundle “18.1”);
[13]
the Photograph Bundle (Bundle “18.2”).
[6]
Both parties have filed
expert reports and where they had opposing experts, joint minutes
were obtained. The plaintiff filed five
uncontested reports in
respect of both J[...] and G[...] (all ten uncontested reports) of
the Ophthalmologist, Dr Stoler, the Ocularist,
Ms Carvalho, the
Optometrist, Sir Nicholas Rose, the Orthopaedic Surgeon, Dr Birrell
and the Quantity Surveyor, Mr Simon.
[7]
The
defendant admitted Dr Stoler’s report in paragraphs C2.1 of the
Fourth (Quantum) Pre-Trial Conference Minute on 11-79,
Ms Carvalho’s
report C2.3 on 11-80 to 11-81, Sir Nicholas Rose’s report in
paragraph C2.5 on 11-81 to 11-82, Dr Birrell’s
report in
paragraph C2.7 on 11-83 to 11-84, and Mr Simon’s report in
paragraph C2.9 on 11-84 to 11-85 of the Pre-Trial Conference
Minute
Bundle
[14]
.
[8]
With
regard to the joint minutes, as indicated in footnote 11 above, the
parties agreed that they constitute agreed and accepted
evidence, to
be read together with the underlying reports and with the former
taking precedence over the latter in the event of
any difference
between them
[15]
.
[9]
The
plaintiff obtained actuarial calculations as per her Actuarial Bundle
(Bundle 8.5 on Caselines). On 11 July 2024 the defendant
also
acquired actuarial calculations (Bundle 8.6 on Caselines). A joint
minute of the actuaries was obtained. The actuaries agree
that the
figures arrived at for the calculation of the loss of earnings are
“
similar
[and]
…
that
any slight differences are negligible
”;
that “[m]
inor
differences in their models mean that they will never replicate
figures exactly; differences of up to 2%
[between
actuaries]
in
capital values are normal in their industry
”,
and resultantly that the parties should feel free to simply take the
mean of the actuarial figures
[16]
.
[10]
I am informed that the
legal teams therefore agreed in paragraph C2.1 of the Sixth (Quantum)
Pre-Trial Conference Minute on 11-33
to 11-34 to take the mean as
proposed by the actuaries.
The
advantages of agreements relating to documents and reports
[11]
There is a plethora of
cases which affirm the advantages of parties admitting expert reports
and joint minutes in the interests
of proper case management.
[12]
In
Thomas
v BD Sarens (Pty) Ltd
[17]
,
Sutherland J had this to say:
“
Firstly, about
the fact that admission of a report or a joint minute constitutes
admission not just of the opinions contained in
the report or joint
minute, but also of the facts and research reflected in the report or
joint minute:
Where experts …
supply facts, either from their own investigations, or from their own
researches, and an agreement is reached
with the other parties’
experts about such facts, such an agreement … enjoys the same
… status as facts that
are expressly common cause on the
pleadings or … in an exchange of admissions.
Secondly,
on the importance of parties being bound by joint minutes:
[18]
[where] …
experts
meet and agree … the parties are not at liberty to repudiate
such an agreement placed before court …
[I]
t is
illegitimate to cross-examine an opponent’s witness to
undermine an agreed position on fact or on opinion unless, before
the
trial begins, the opinion of a party’s own expert has been
formally repudiated. No litigant shall be required to endure
the risk
of preparing for trial on a premise that an issue is resolved only to
find it is challenged.
”
[13]
In
addition, the following remarks were made by Rogers AJA in
Bee
with regard to the importance of parties being bound by agreements
contained in joint minutes:
[19]
13.1
On the importance for proper case management of litigants reaching
agreement on as many matters as possible
so as to limit the issues to
be tried:
[20]
A fundamental feature of
case management, here and abroad, is that litigants are required to
reach agreement on as many matters
as possible so as to limit the
issues to be tried.
13.2
With regard to the importance of expert joint minutes and being bound
by them:
where the matter in
question fall within the realm of … experts …, it is
entirely appropriate to insist that experts
in like disciplines meet
and sign joint minutes. Effective case management would be
undermined if [this process isn’t
followed] …
…
where …
experts … meet and file joint minutes, … the joint
minutes will correctly be understood as limiting
the issues on which
evidence is needed.
The
injuries and the
sequelae
thereof
[14]
J[...] has been diagnosed
with severe visual impairment, leaving him “
legally
blind
” because
of ROP. He also has an attention deficit hyperactivity disorder
(“ADHD”) and some impairment of
cognitive-linguistic
ability. He suffers from frequent migraine-type headaches. He
has no ability to see, read and/or write.
Although he has speech
impairment, he can eat, chew and swallow competently. There is no
significant impairment of gross motor
function, while he has some
visual impairment related to impairment of the fine motor function.
He understands conversation addressed
to him and can communicate
effectively with well-known others, although his speech impairment
may restrict his ability to express
himself to persons unfamiliar to
him. He moves around competently in well-known environments,
struggles to run and move around
in unfamiliar places. He
requires guidance when out of his well-known spaces. He feeds and
drinks independently and requires
assistance with other self-care
tasks. He struggles with interpersonal interactions and
relations. He is attending
a special needs school for people
with visual impairment and has been assessed as being able to cope
with formal education in the
special needs setting.
[15]
As a result of ROP, G[...]
has severe visual impairment. Her right eye is regarded as
being “
legally
blind
”.
Her left eye is slightly better as to acuity. She has low
average or normal cognitive/intellectual ability,
and her language
and speech skills are on par with peers of the same age. Her brain
scan is reported to be normal. She experiences
intermittent
headaches. She is however, in good general health and her weight,
length and head circumference are within normal
range. She is
also continent of bladder and bowel. There are no signs of any
significant motor impairment or orthopaedic
problems. Her learning
problems are like those of children of her age, and she has performed
well academically. She communicates
competently, although there may
be some difficulty when communicating with strangers. She performs
most self-care tasks independently,
requires some assistance, for
example, when tying her shoelaces. She interacts confidently
with her peers and assumes leadership
roles in her classroom. She is
a strong supporter of her twin brother who has more severe visual
impairment.
The
approach adopted by the legal teams in the present matter
[16]
I
was referred to the judgment of Gilbert AJ in
Denby
v Ekurhuleni Metropolitan Municipality
[21]
where facts are similar to the present matter in that the defendant’s
legal representatives could not obtain a mandate, nevertheless,
they
did what was in their client’s interests by debating and
agreeing to figures.
[17]
At paragraph 23 of the
Denby
judgment, Gilbert AJ had this to say:
“…
the
alternative would have been for them to appear in court but leave it
to the plaintiff to advance his case in which he sought
damages
significantly more to that to which
[the defendant’s legal
team] …
was prepared to agree
[which] …
would
be seriously prejudicial to the defendant. The lesser evil so
to speak, was for the defendant’s legal representatives
understandably to agree with the plaintiff on suitable amounts of
damages consequent upon carefully considered concessions and
admissions made during the course of pre-trial engagements
[in
preference to remaining supine and allowing] …
judgment
[to]
go against the defendant for a significantly larger
amount.
”
[18]
Gilbert AJ consequently
approved the conduct of the defendant’s legal team and approved
the “
settlement
”
between the legal teams, making it an order of court.
[19]
The
parties also placed reliance on the judgment of Lekhuleni J who
recently concurred with the approach adopted by Gilbert AJ in
Denby
and
made the following remarks in
Rautini
v Prasa
[22]
:
“
To this end, I
share the views expressed in Denby v Ekurhuleni Metropolitan
Municipality
2021 (1) SA 190
(GJ), para 11, a case sharing striking
similarities with the present, where the court observed that ‘the
defendant’s
legal representatives found themselves in the
invidious position that they were unable to obtain instructions from
their client
to agree to a consent order, but in the discharge of
their professional legal duties both to the court and their client to
engage
constructively with the plaintiff’s legal
representatives in pre-trial proceedings, including in the making of
appropriate
concessions and admissions, had concluded there remained
no discernible lis between the parties to be litigated’.
”
[20]
On
the understanding that practitioners in general have a legal duty as
members of the legal profession
[23]
to act in a manner that shall promote and advance the efficacy of the
legal process, and that entering the court’s arena
should not
be embarked upon frivolously, the parties in the present matter
adopted the approach taken in the
Denby
and
Rautini
matters.
[21]
Extensive
pre-trial conferences were held on 18 June 2024
[24]
,
11 July 2024
[25]
and 17 July
2024
[26]
, where different
opinions were expressed with submissions made by both parties,
conveying their respective views and certainly
some common ground
could be found. These discussions between the parties led to an
agreement that the matter may be dealt
with on the strength of the
papers.
[22]
The agreements between the
parties obviated the need for oral evidence, the trial which would
have been long and arduous, and would
have had huge cost
implications. I appreciate the attitude of the defendant’s
legal team in this matter reaching agreement
to this effect is in
keeping with the highest standards of the profession, and in
particular with that of a defendant as outlined
in a number of cases
that have come before this Court and the Supreme Court of Appeal.
[23]
The process of discussion
and debate between the legal teams and particularly their agreement
that the matter could in light of
the joint minutes be dealt with on
the papers, meant that the parties were able to excuse their experts
in the course of the negotiations,
thereby saving considerably on
costs.
[24]
The
defendant’s legal team, even though they did not have any
mandate from their client, through their conduct have saved
their
client and the taxpayer considerable expenses with the result that a
much lesser quantum amount will be awarded as a result
of the
approach adopted by them
[27]
.
[25]
That
being said and having regard to the decision of
NSS
(obo AS) v MEC for Health, Eastern Cape
[28]
,
a court, however, is not bound by agreements reached between experts
or parties’ agreements, nor is it bound by the joint
minutes or
the reports, and may test these opinions if deem necessary
[29]
.
If the Court however is not so inclined, a court will be entitled to
confirm the agreements reached between them.
The
plaintiff’s schedule for loss and appendices and the process of
its composition
[26]
I was presented with a
schedule of loss together with thirteen Appendices on the strength of
the reports and joint minutes.
[27]
The Schedule of Loss and
Appendices A to E2 deal with the different components of the
plaintiff’s claims in her representative
capacity on behalf of
J[...] and G[...].
[28]
Appendices F, G1 and G2
are the draft order and the trust deeds respectively.
[29]
In the Schedule of Loss
the actuarial aspects were dealt with as follows:
29.1
In respect of the nett capitalisation rates, at paragraph 7 of the
Schedule of Loss there is an indication
that the plaintiff’s
actuaries applied a uniform 2,5% nett capitalisation rate to all
future aspects of the claim. The defendant’s
actuaries utilised
the same nett capitalisation rates. It was submitted that the
parties are in full agreement in this regard
[30]
29.2
Regarding the plaintiff’s actuary’s use of the Life Table
2, in paragraph 8 of the Schedule (11-121
to 11-25) the plaintiff set
out clear authority
[31]
to the
effect that this table is the most appropriate. The defendant’s
actuary utilised the same table and the legal teams
have thus agreed
that this is the correct approach
[32]
.
29.3
With regard to the possibility of a reduction in the twins’
life expectancy brought about by their
blindness:
29.3.1 The plaintiff’s
Dr Campbell opined that the twins’ blindness has not resulted
in any reduction in life expectancy.
29.3.2 Dr Botha for the
defendant opined a small loss of life expectancy.
29.3.3 This was
discussed and the legal teams agreed that the life expectancy
experts’ mean 0,7 years’ difference in
respect of J[...]
and 1.3 years’ difference in respect of G[...] is miniscule and
will have a minuscule effect, if it has
any effect, and in the
circumstances the legal teams agreed to proceed … by …
taking the mean between the two sets
of actuaries’ calculation
results.
[30]
Both parties filed reports
in respect of the two minor children. Five uncontested reports were
filed by the plaintiff in respect
of J[...]. The reports are from Dr
Stoler, the Ophthalmologist; Ms Carvalho, the Ocularist; Sir
Nicholas, the Optometrist, Dr Birrell,
the Orthopaedic Surgeon and Mr
Simon, the Quantity-Surveyor. Further to this, nine joint
minutes were filed. Those are the
minutes of paediatricians
(Lombard/Lewis); educational psychologists (Pienaar/Ellis); the
architects (Eybers/Retief); the speech
and language therapists and
audiologists (Levin/Barber); life expectancy experts
(Campbell/Botha); psychiatrists (Fine/Lekalakala),
the industrial
psychologists (Linda and Jooste/Van Pletzen; physiotherapists
(Jackson/Mkanzi), the clinical psychologists (Truter/Van
der Merwe);
and occupational therapists (Greeff/Ndabambi).
[31]
In respect of G[...] there
are five uncontested reports of Dr Stoler, Ms Carvalho, Sir Nicholas
Rose, Dr Birrell and Mr Simon.
There are also nine joint
minutes of the paediatricians, educational psychologists, the
architects, the speech and language therapists
and audiologists, the
life expectancy experts, the psychiatrists, industrial psychologists,
the psychotherapists, clinical psychologists
and occupational
therapists.
[32]
I was informed that the
following approach was adopted in drawing up the Schedule of Loss:
32.1
Where experts in different areas of expertise had similar
recommendations, they dealt with these items together,
or disregarded
the items dealt with by experts who expertise may have been
outweighed by others.
32.2
Where there was agreement on the need for certain therapies and/or
items but the number of items or the costing
differed, they took the
mean of the two experts’ recommendations.
32.3
Where one expert made recommendations and the other was silent on the
issue, or failed to cost the items,
they generally accepted these
items and utilised the available costing.
32.4
In some instances of dispute between the experts, for the purpose of
compromise they either agreed to disregard
them (with the rider that
should the plaintiff’s expert be required to testify, they
reserved the right to lead evidence
in respect thereof); or for
example applied a higher contingency deduction in order to account
for the dispute.
32.5
In other instances of dispute, where they believed that the
plaintiff’s expert was patently correct
by virtue of experience
or common-sense, they leaned towards the plaintiff’s expert
(fully explaining why and to what extent
they were doing so) and
applied contingency deductions where necessary. Likewise, in
some instances they preferred the defendant’s
expert.
32.6
In some instances there were certain items recommended by one expert
and other items recommended by the other,
there they took the mean.
32.7
Contingency deductions were applied on an item-by-item basis on the
strength of the cases referred to in
Appendix B3 on 11-204 to 11-214
on Caselines, in particular, the cases of
Van der Merwe v Premier
of Mpumalanga
2005 (5) QOD 13-15 (T); and
Lochner v MEC for
Health and Social Development, Mpumalanga
[2013] ZAGPPHC 388 (27
November 2013), and a common-sense approach.
[33]
The plaintiff’s
legal team submitted that the defendant’s legal team was
provided with the Schedule and Appendices and
at the Fourth, Fifth
and Sixth (Quantum) Pre-Trial Conferences the legal teams discussed
the implications of the various underlying
reports and joint minutes,
and debated the various heads of damages, the calculated items,
applicable case law, and the application
of contingency deductions.
[34]
Through vigorous debate at
these pre-trial conferences, it was submitted, the plaintiff was
constrained in some instances to further
reduce the figures contained
in the Schedule of Loss and Appendices. This is the basis upon
which they argue that the figures
ultimately arrived at are fair and
reasonable.
[35]
As previously indicated
the defendant’s legal team could not obtain any mandate from
their client. There is therefore
no formal agreement reached
between the parties.
The
plaintiff’s claim for past caregiving in respect of both minor
children
[36]
This claim has been fully
substantiated in Appendix A at paragraphs 2 to 5. It is
submitted that the proposed figure of R361 146,00
in paragraph 6
of Appendix A was meant for both minor children. On this basis
the plaintiff did not make provision for the
90% liability finding in
favour of G[...]. The defendant’s legal team at paragraph C6.1
of the Fourth (Quantum) Pre-Trial
Conference Minute, was constrained
to agree to the figure, without instructions. I have looked at the
proposed figure and the facts
together with the case law relied upon
and having considered that the plaintiff proposed this figure for the
two minor children
when the cases referred to only make provision for
one person, I find the figure to be fair and reasonable for the
plaintiff’s
claim for the past care giving of the two minor
children.
The
plaintiff’s claim on behalf of J[...]
J[...]’s
future medical and related expenditure
[37]
This
claim has been fully substantiated in paragraph 12.1 of the
Schedule
[33]
of Loss and
Appendix B1
[34]
.
37.1
Ophthalmic care – The plaintiff proposed a figure of R861 900.
This is based on the uncontested
and admitted reports of the
Ophthalmologist, Dr Stoler, the Ocularist, Ms Carvalho
[35]
.
It was submitted that because the defendant’s Prof Mayet agreed
with Dr Stoler’s report, the plaintiff disallowed
Ms Carvalho’s
recommendations and Sir Nicholas Rose fully substantiated his
proposals. At paragraph C4.1 of the Sixth
(Quantum) Pre-Trial
Conference Minute on 11-335 the defendant’s legal team agreed
with the figure proposed by the plaintiff.
37.2
Psychotherapy, psychiatric treatment and psychotropic medication –
This is based on the joint minutes
of the psychiatrists and clinical
psychologists (paragraph 4 of Appendix B1 on 11-144 to 11-151). It
was submitted that the parties’
experts agreed that a claim for
psychotherapy was as a direct result of the minor children’s
blindness. However, the figures
differed between the parties’
clinical psychologists. The legal teams ultimately took the mean
between the experts’
recommendations. The amount was then
divided between the minor children’s claims for therapy.
37.3
The parties further dealt with J[...]’s likely psychiatric and
psychotherapeutic needs in paragraph
4.4 of Appendix B1. A
proposal of 20% on the basis of the expert views that J[...]’s
ADHD may be partly attributed
to his blindness
[36]
.
The respective experts all agreed that J[...] required psychotherapy
and that this was attributable to his blindness. However,
the costing
was different and the legal teams eventually took the mean between
the respective recommendations. The cost of medication
was agreed
between the psychiatrists and the figure was accepted. A point was
made at paragraph 4.4.7 on 11-150 to 11-151 of the
paediatricians’
recommendation for a twice annual visit to a healthcare professional
in respect of J[...] pre-morbidly and
allowed R Nil in this
regard
[37]
.
37.4
The plaintiff’s legal team proposed a figure of R206 994,00
in respect of these costs. The
defendant’s legal team
after a discussion of the proposal, accepted it. Having
considered the evidence before me and
the minutes of the parties’
pre-trial conference on 11-335 to 11-336 in paragraph C4.2 of the
Sixth (Quantum) Pre-Trial Conference
Minute, I am persuaded that the
amount is fair and reasonable.
37.5
Physiotherapy – The plaintiff proposed a figure of R287 794,00
(paragraph 5 of Appendix B1 to
the Schedule of Loss on 11-151 to
11-156). The proposal was discussed (see C4.3 on 11-336 of the
Sixth (Quantum) Pre-Trial
Conference Minute). Eventually the legal
teams agreed on a figure of R283 794,00 in respect of
physiotherapy.
37.6
Provision for fractures, falls and osteoporosis arising out of
J[...]’s blindness – The report of Dr
Birrell, the
Orthopaedic was not contested. Based on Dr Birrell’s suggested
figure of R436 368,00 spread over J[...]’s
lifetime and
plaintiff’s consideration that J[...] will be provided with
caregiving, the plaintiff’s legal team proposed
a figure of
R350 000 (see paragraph 6 of Appendix B1 to the Schedule of Loss
on 11-156 and 11-158 and C.27 Fourth (Quantum)
Pre-Trial Minute
Conference Minute on 11-83). The figure was accepted by the
defendant’s legal team.
37.7
I have looked at the proposal made together with the evidence before
me and I am satisfied that the figure
of R350 000,00 will fairly
and reasonably compensate the plaintiff for this provision.
37.8
Speech therapy – This aspect was discussed under paragraph 7 of
Appendix B1 to the Schedule of Loss
on 11-159 to 11-165 and paragraph
C4.4 of the Sixth (Quantum) Pre-Trial Conference Minute on 11-336.
The plaintiff proposed
a figure of R1 277 889,00. The
legal teams ultimately agreed on a figure of R1 277 609,00
(the resultant
figure after taking the actuarial mean) for speech
therapy.
37.9
Having considered the facts before me and the expert reports, I am
persuaded that the figure of R1 277 609,00
is fair and
reasonable under the circumstances.
37.10
Occupational therapy and related items – This item was
discussed in paragraph 8 of Appendix B1 on 11-194 to 11-201
and
paragraph C4.5 of the Sixth (Quantum) Pre-Trial Conference Minute on
11-337. The legal teams eventually considered that a figure
of
R10 153 079,00 is justified by evidence. I am
satisfied that this item was extensively dealt with by the parties
and having considered the experts’ views and the authorities
relied upon together with the evidence I accept that the figure
considered by the respective legal teams is fair and reasonable.
37.11
Additional costs and accommodation – This aspect was discussed
in paragraph 9 of Appendix B1 to the Schedule of
Loss on 11-174 to
11-176 and paragraphs C4.6 of the Sixth (Quantum) Pre-Trial
Conference Minute on 11-337 to 11-338. The
plaintiff proposed a
figure of R1 046 594,00. After discussion the
plaintiff agreed on a figure of R850 000,00
and the defendant’s
legal team accepted the figure as fair and reasonable. I am
persuaded that this figure is justified
by the evidence.
37.12
The total figure for future hospital, medical and related expenditure
in relation to J[...] is the sum of R13 983 376,00
made up
of all the amounts referred to above.
Loss
of income and earning capacity - J[...]
[38]
This head of damages was
discussed under Appendix C1 on 11-215 to 11-245 and paragraph C4.7 of
the Sixth (Quantum) Pre-Trial Conference
Minute on 11-338. The legal
teams debated the figures and the contingency deductions. There are
differences in the actuarial calculations
which were found to be
relatively small. The legal teams took the difference into
account and taking the mean between the
actuarial calculations, they
arrived at a figure of R8 160 875,00. I have
considered the evidence together with
the figure proposed by the
legal teams and I am satisfied that it is fair and reasonable, and
justified by the evidence.
General
damages - J[...]
[39]
This head of damages was
discussed in Appendix D1 of the Schedule of Loss on 11-253 to 11-259
and paragraph C7.3 of the Fourth (Quantum)
Pre-Trial Conference
Minute on 11-99. Having looked at the applicable principles and
comparable case law after debating the
issue, the legal teams found a
common ground on a figure of R1 800 000,00 for general
damages in respect of J[...].
[40]
I have considered the
injuries suffered by J[...] and comparable case law and agree that
the amount of R1 800 000,00 for
general damages in respect
of J[...], is fair and reasonable.
The
plaintiff’s claim in respect of G[...]
[41]
It appears from the papers
that the parties in the matter
in
casu
used the same
experts in the various fields for both J[...] and G[...]. This will
therefore mean that the recommendations will
be similar since both
minor children are blind and the differences between the respective
experts will also be similar.
G[...]’s
future medical and related expenditure
41.1
Ophthalmic care – This aspect was discussed under paragraph
13.1 of the Schedule
[38]
and
Appendix B2
[39]
. It was
submitted that there was no actuarial difference between the
plaintiff and the defendant. The legal teams considered
that
the figure of R1 043 716,00 is fair and reasonable and
justified by the evidence. I have looked at the figure and
the
evidence and do not have any reason not to accept the figure proposed
by the parties.
41.2
Psychotherapy, Psychiatric Treatment and Psychotropic Medication –
This aspect has been discussed in
paragraph 4 Appendix B2 on 11-182
to 11-185 and paragraph C4.10 of the Sixth (Quantum) Pre-Trial
Conference minute on 11-339.
It was submitted that there is
also no actuarial difference between the parties on this aspect.
The legal teams agreed on
a figure of R120 818,00. Having
considered the joint minutes of the clinical psychologists and the
psychiatrists and the actuarial
calculations, I cannot find any fault
on the figure considered by the legal teams. It is in line with the
evidence and I find it
to be fair and reasonable.
41.3
Physiotherapy – This aspect was discussed in paragraph 5 of
Appendix B2 to the Schedule of Loss on
11-185 to 11-187 and paragraph
C4.11 on 11-339 to 11-340. It was submitted that the plaintiff
proposed a figure of R260 000,00.
The legal teams agreed to take
the mean on the differences between the actuarial calculations and
agreed on a figure of R263 417,00.
I find the figure to be fair
and reasonable, and justified by the evidence.
41.4
Provision for fractures, falls and osteoporosis arising out of
G[...]’s blindness – This aspect
was discussed in
paragraph 6 of Appendix B2 to the Schedule of Loss on 11-189 and
paragraph C2.7 of the Fourth (Quantum) Pre-Trial
Conference Minute on
11-83. It was submitted that only the plaintiff had an expert
in this regard. Dr Birrell conveyed orthopaedic
costs for G[...] to
be R950 000,00. The legal teams debated the figure and found
common ground on the figure of R250 000,00.
I am persuaded
that this figure is fair and reasonable and is consistent with the
evidence.
41.5
Speech therapy – This aspect was discussed in paragraph 7 of
Appendix B2 to the Schedule of Loss on
11-190 to 11-194 and paragraph
C4.12 of the Sixth (Quantum) Pre-Trial Conference Minute on 11-340.
It was submitted that the legal
teams discussed this aspect and
considered that the figure of R1 218 047,00 is fair and
reasonable. Having considered
the evidence, I fully agree that the
amount is justified by the evidence.
41.6
Occupational therapy – This aspect was discussed in paragraph 8
of Appendix B1 on 11-194 to 11-201
and paragraph C4.13 of the Sixth
(Quantum) Pre-Trial Minute on 11-341. It was submitted that this
aspect was discussed at length
and the legal teams found common
ground on a figure of R7 374 476,00. They agreed to take
the mean of the actuarial difference
between the respective parties’
calculations. I find that the figure is fair and reasonable as it is
justified by the evidence.
41.7
Additional accommodation costs – This aspect was discussed in
paragraph 9 of Appendix B to the Schedule
of Loss on 11-201 to 11-202
and paragraph C4.14 of the Sixth (Quantum) Pre-Trial Conference
Minute on 11-341. It was submitted
that this aspect was
discussed and the plaintiff agreed to a reduced figure of R950 000
which the defendant’s legal
team was prepared to accept. In my
view this figure is fair and reasonable and justified by the
evidence. The total amount to compensate
the plaintiff for future
hospital, medical and related expenditure in respect of G[...] is
therefore an amount of R11 220 474,00.
Loss
of income and earning capacity - G[...]
[42]
This head of damages was
discussed in Appendix C2 on 11-246 to 11-252 and paragraph C4.15 of
the Sixth (Quantum) Pre-Trial Conference
Minute on 11-341 to 11-342.
It was submitted that the legal teams debated the figures and the
contingency deductions. There is
a relatively small difference in
actuarial calculations. Taking the difference into account and the
mean between the actuarial
calculations, the legal teams found common
ground on a figure of R9 377 942,00. Having considered the
matter, I am convinced
that the figure is fair and reasonable and
justified by the evidence.
General
damages - G[...]
[43]
This head of damages was
discussed in Appendix D2 of the Schedule of Loss on 11-260 to 11-264
and paragraph C8.3 of the Fourth (Quantum)
Pre-Trial Conference
Minute on 11-104 to 11-105. I was informed that this head of damages
was discussed and the legal teams found
common ground on a figure of
R1 600 000,00. I have considered the evidence, the
principles dealing with the assessment
of general damages, comparable
case law and the figure agreed between the parties. I am persuaded
that the figure is justified
by the evidence and it is fair and
reasonable under the circumstances.
Defendant’s
special plea in respect of the plaintiff’s claim for protection
of funds
[44]
The defendant’s
special plea reads as follows:
“
3.1
The plaintiff claims an amount of R6 600 000,00 for:
‘
The costs of
and associated with the appointment and remuneration of, and the
provision of security by, a trustee or curator bonis
and, in the
former event, the creation of a Trust.’
3.2
The plaintiff is the natural mother and the legal guardian of the
minors.
3.3
There is accordingly no basis for the appointment of a curator bonis
or the creation of a Trust
and the plaintiff is therefore not
entitled to any costs associated with such a curator or Trust.
3.4
In the premises, the claim for the creation of such Trust or
appointment of a curator bonis falls
to be dismissed.
”
[45]
In the heads of argument
filed on behalf of the defendant it is contended that the plaintiff
did not file a reply.
[46]
The
defendant’s legal team argue in their heads of argument that a
child is entitled to have his or her property and property
interests
safeguarded and administered and to be assisted in administrative,
contractual and other legal matters and a parent or
guardian is
obliged to provide same to the child. Reliance thereof is
placed on section 18(3) of the Children’s Act
[40]
.
[47]
The defendant’s
legal team submit that even before the damage-causing event, the
minor children would have been entitled,
as of right, that the
plaintiff would protect and administer their property they acquire in
their lifetime up to the age of majority
and be assisted in
administrative, contractual and other legal matters. They claim that
ROP did not create a new obligation.
[48]
It is asserted that a
claim for payment for the award to be protected is a luxury as the
children are already entitled to protection
and the plaintiff is
obliged to provide same.
[49]
It is further
submitted that the general premise is that a party will be entitled
to compensation for the appointment of a
curator
bonis
,
for that matter a Trust, if the appointment of a curator is
unavoidable as a result of the injuries. The defendant claims that
it
is not the case in the present matter.
[50]
It is further contended
that where the children who suffer from
ROP’s parent is not
incapacitated, it does not follow as of right, that an amount should
be awarded for the administration
of the award.
[51]
The plaintiff disagrees
with the defendant’s contentions.
Defendant’s
argument the third special plea should have received a reply
[52] It
was submitted on behalf of the defendant that in accordance with the
ordinary rules of pleadings, the
special plea is taken to be denied.
However, the plaintiff is precluded from advancing any version not
pleaded.
[53]
It was further argued that the plaintiff did not plead any material
facts which would change the
status quo
ante
that she
would be incapable of executing her obligations as a parent and
therefore there is no causal link and/or basis for compensation
for
the protection and administration of the award.
[54]
The plaintiff’s legal team referred the Court to paragraph 13.5
of the plaintiff’s particulars
of claim. This paragraph
reads as follows:
“
13.5.1 The
twins will not be capable of managing the awards herein; including
making investments and obtaining returns as per the
assumptions
underlying actuarial calculations, and nor should their parents
[i.e.
the plaintiff]
be expected to do so, because they are not trained
to do so.
”
[55]
Having considered the allegations made in the particulars of claim as
referred to above, there can
be no doubt that a replication was not
necessary. The allegations for the protection of the award have
been pleaded.
This, in my view, takes care of the argument in
terms of section 18(3) of the Act.
Is
payment for the protection of the award a luxurious expense
?
[56] In
supporting his claim that compensation for the protection of the
award is a luxury, it was further submitted
on behalf of the
defendant that the effect of such a claim is that a parent is
avoiding its statutory and constitutional obligations
towards his/her
child at the State’s expense. This should not be countenanced.
[57]
The plaintiff respectfully disagrees. It has been submitted that the
minor children will become adults whereupon
the plaintiff will have
no legal control over them or their assets. However, they will still
be extremely vulnerable individuals.
[58] The
plaintiff’s legal team contend that there are at least four
good reasons why the defendant’s submissions
are
ill-conceived: They argue that this goes against the logic and
precedent of other similar cases in all of which protection
was
afforded. They submitted that various cases have been referred
to where this Court had agreed to lifelong protection
of awards by
way of trusts. The legal team further disagrees with the defendant’s
suggestion that the plaintiff should take
this burden on her
shoulders. They argue that the suggestion is without
foundation. It is further contended that the defendant
is bound by
agreements between the experts in the joint minutes and that the
agreements are to the effect that the money must be
protected.
Furthermore, it is submitted that the fact that there is adequate
authority in other cases is against the defendant’s
proposition.
[59]
In the heads of argument filed on behalf of the defendant on quantum
at paragraph 5.4, the legal team
of the defendant refers to the
educational psychologists’ views that J[...] is to be
considered vulnerable and that all funds
awarded should be protected
for his exclusive use for the rest of his life. The same point
is made under paragraph 5.6 in
respect of both minor children. The
defendant’s legal team does not deny that the experts including
their own experts agree
that the minor children’s funds should
be protected for their exclusive use for the rest of their life.
[60] In
my view, and given the evidence relating to the vulnerability of the
minor children and the burden that
their mother is already having
with regard to taking care of them and having to go to work, I do not
think that when the experts
agreed that the funds to be awarded
should be protected, they had in mind that their mother should take
that responsibility.
If that was the case, it would have not
been necessary for the experts to agree on the protection of funds to
be awarded. Put differently,
the experts would have spelt it out
which would have been unusual.
[61]
I am in full agreement with the plaintiff’s legal team that the
parties are bound by the
agreements reached.
[62] I
have looked at the cases referred to by the plaintiff, most of which
related similarly to blind children.
Our Courts agreed to lifelong
protection of the awards by way of trusts. Although it has been
argued on behalf of the defendant
that in all the cases relied upon
by the plaintiff, the defendant agreed to the entitlement for the
protection of the award, I
cannot find any reason why even in the
matter
in casu
the Court should not allow the protection of
the award given the evidence on record.
[63]
The plaintiff’s legal team have also referred me to a number of
cases which include those of:
Nkosi v Minister of Justice
1964 (4) SA 365
(W) 367,
Khumalo v Minister of Law and Order
(1998) 4 QOD A3-131 (W) at A3-169 to A3-172 and
Van de Venter v
Premier of Gauteng
(2004) 5 QOD E2-01 (T) which held that
protection of an award must be afforded whenever the Court has reason
to believe that the
claimant in question will not have the training
or otherwise the ability to manage a large award.
The
minor children will be able to manage the funds when they turn 18
[64]
The defendant contends that although the minor children are legally
blind … once they reach majority
[they ought] to be able to
function independently … There are many thousands of
blind people in the Republic who are
able to look after their
affairs.
[65] It
was submitted on behalf of the plaintiff that that is not the point.
Those thousands of blind people out
there whose funds are not
protected in this way were not paid awards that represent every
single cent they would have earned and
will need to pay, which award
must be invested and, quite obviously, protected.
[66]
I find merit in the submissions made on behalf of the plaintiff. It
would be irresponsible for this
Court to leave large amounts of funds
as in the present matter in the hands of the plaintiff and/or the
minor children when they
attain majority without proper evidence that
they will be able to manage such funds. There is therefore no basis
to uphold the
defendant’s special plea. It is therefore
dismissed with costs.
[67]
Regarding what the costs for the protection of the award of the minor
children would be, the defendant
made a concession that if the
plaintiff succeeds with her argument, then the formulation that 7,5%
of the capital award in respect
of future medical costs, loss of
income and general damages will be applicable. 7,5% protection
in respect of J[...] will
be R1 795 891,00 and in respect
of G[...], it will be an amount of R1 661 881,00.
[68]
Under the circumstances I conclude that total fair and reasonable
value to compensate the plaintiff’s
claims in a representative
capacity on behalf of her minor children is as follows:
68.1
The claim for past caregiving in the amount of R361 146,00;
68.2
The plaintiff’s claim on behalf of J[...] in the amount of
R25 740 070,00; and
68.3
The plaintiff’s representative claim on behalf of G[...] in the
amount of R21 438 267,00.
[69]
In the result I make the following order:
69.1
The defendant’s third special plea is dismissed with costs.
69.2
The draft order marked “X” is made an order of court.
M J TEFFO
JUDGE OF THE HIGH
COURT
GAUTENG DIVISION,
PRETORIA
Appearances
For
the plaintiff
J
F Mullins SC and L A East
Instructed
by
Gert
Nel Attorneys
For
the defendant
S
Joubert SC
J Janse van Rensburg
Instructed
by
State
Attorney
Heard
on
26
July 2024
Date
of judgment
15
November 2024
[1]
The
minor children are currently 9 (nine) years old.
[2]
As
per the court order dated 8 March 2021.
[3]
As
per the court order dated 16 February 2022.
[4]
See
02-19 to 02-20 of the Pleadings Bundle on Caselines.
[5]
See
11-126 to 11-127 of the Pre-trial minute Bundle on Caselines.
[6]
See
11-131 to 11-137 on Caselines.
[7]
See
Appendix B1 in respect of J[...] on 11-138 to 11-178, Appendix B2 on
11-179 to 11-203 in respect of G[...] and the authorities
relating
to future medical and related expenditure contingency deductions on
11-204 to 11-214 on Caselines.
[8]
See
Appendix C1 in respect of J[...] on 11-215 to 11-245 and Appendix C2
on 11-246 to 11-252 in respect of G[...] on Caselines.
[9]
See
Appendix D1 in respect of J[...] on 11-253 to 11-259 and Appendix D2
on 11-260 to 11-264 in respect of G[...] on Caselines.
[10]
See
Appendix E1 in respect of J[...] on 11-265 to 11-274 and Appendix E2
on 11-275 to 11-276 in respect of G[...] on Caselines.
[11]
See
paragraph C3.2 of the Fourth (Quantum) Pre-Trial Conference Minute
on 11-88 where the parties agreed that the joint minute
will go in
as constituting agreed evidence, to be read together with the
underlying reports, with the joint minutes taking precedence
over
the underlying reports in the event of any differences between them.
[12]
See
footnote 11 above.
[13]
See
paragraph C4.3.3 of the second (Quantum) Pre-Trial Conference Minute
on 11-40 where the parties agreed on the status of the
documents
contained in the bundles on the basis that they are what they
purport to be without either party necessarily admitting
the
correctness of the contents thereof, and that the copies may be used
instead of originals.
[14]
It
ought to be noted that the admissibility of these reports was raised
again in paragraph C1 of the Fifth (Quantum) Pre-Trial
Conference
Minute on 11-325 to 11-328. The defendant was considering appointing
an ophthalmologist Prof Mayet to counter Dr Stoler.
Apparently,
however, the defendant had been informed by Prof Mayet that he had
considered Dr Stoler’s report and that he
had nothing to add.
[15]
See
paragraph C3.2 of the Fourth (Quantum) Pre-Trial Conference Minute
on 11-88 of Caselines.
[16]
See
9.1-42 to 9.1-43 on Caselines.
[17]
[2012]
ZAGPJHC 161 (GJ) paras 9 to 14; see also
Bee
v Road Accident Fund
2018
(4) SA 366
(SCA) (Rogers AJA; paras 64 to 73);
Jacobs
v Road Accident Fund
[2019]
ZAFSHC 42
(FB) (Moeng AJ; paras 24 to 30),
J
v Road Accident Fund
2019 (7B4) QOD 104 (FB) (Moeng AJ; paras 26 to 28) and
MMCA
v MEC for Health, Eastern Cape
2019 JDR 2325 (ECB) (Tokota J; para 29).
[18]
In
the absence of timeous repudiation by a party. Here, there was
agreement that the reports, joint minutes and actuarial
calculations
constitute admissible evidence – see paragraph 5.4 above.
[19]
The
learned Acting Justice relied to a large extent in this regard on
Sutherland J’s reasoning in
BD
Sarens
above.
[20]
Precisely
as the legal teams here have done, by debating issues and by
agreeing that the matter may be dealt on the strength of
the papers.
We refer in this regard to para 7 below.
[21]
2021
(1) SA 190 (GJ)
[22]
Case
number 19132/2014, 22 January 2024 Western Cape Division para 33.
[23]
Rule
60.1 of the Code of Conduct for Legal Practitioners.
[24]
Caselines:
11-77 to 111.
[25]
Caselines:
11-324 to 330.
[26]
Casellines:
11-331 to 345.
[27]
With
reference to cases such as
Mashinini
v MEC for Health, Gauteng
[2023] ZASCA 53
(18 April 2023), for example, the approach of the
defendant’s legal team has – and we say this with all
the necessary
respect, and based on our experience in many cases
saved the defendant considerably in terms of costs.
[28]
2023
(6) SA 408 (SCA).
[29]
The
Court held at paragraph [24] that “…
a
party cannot bind the Court to the opinion of her opponent’s
expert witness by merely conceding that the opinion is correct
…
Put simply the decision on the opinion is for the Court, not for the
witness
”.
However, Kriegler J’s apt description of the position in
S
v M
1991 SACR 91
(T) was quoted in the same paragraph as follows: “
A
court’s approach to expert evidence has been dealt with on
many occasions. The Court is not bound by expert evidence.
It
is the presiding officer’s function ultimately to make up his
own mind. He has to evaluate the expertise of the witness.
He
has to weigh the cogency of the witness’s
[
sic
]
evidence
in the contextual matrix of the case with which he is seized. He has
to gauge the quality of the expert qua witness.
However, the
wise judicial officer does not lightly reject expert evidence on
matters falling within the purview of the expert
witnesses filed
”.
[30]
See
the Fourth (Quantum) Pre-Trial Conference Minute on 11-89 to 11-90
where the parties agreed in paragraph C5.1 that the discount
rates
are acceptable (with the defendant’s caveat that this was
subject to advice of their own actuarial opinion –
which
opinion then confirmed the agreement.
[31]
See
Singh
and Singh v Ebrahim
[2010]
ZASCA 145
(SCA),
AD
& IB v MEC for Health and Social Development, Western Cape
,
2016 (7A4) QOD 32 (WCC); and
PM
(obo TM) v MEC for Health, Gauteng
(A5093/14;
7 March 2017; Meyer J, with whom Weiner and Monama JJ concurred);
where the lead of Singh and AD in utilising Life
Table 2 was
followed.
[32]
See
the agreement at paragraph C5.2 of the Fourth (Quantum) Pre-Trial
Conference Minute on 11-90 that the legal teams were agreed
on the
use of Koch’s Life Table 2.
[33]
11-126
on Caselines.
[34]
Appendix
B1 runs from 11-138 to 11-178 of the Pre-Trial Minute on Caselines.
[35]
It
bears mentioning that Ms Carvalho’s recommendations were
disallowed because they are based on the miniscule chance of
the
twins losing what remains of their sight and requiring enucleations
and/or scleral cells.
[36]
This
is a prime example of what they have said about the conservative
approach they adopted. Had the matter gone to trial they
could have
led evidence to the effect that J[...]’s ADHD was exacerbated
by his blindness. For settlement purposes
they accepted that
it was not.
[37]
Here,
they made the same point as above and emphasised that this is a
“
defendant
friendly assumption which they make, and they reserve the right to
revisit this aspect should the matter proceed to
trial
”.
Again this reflects the conservative approach adopted by the
plaintiff.
[38]
11-126
on Caselines. The same is equally applicable.
[39]
Appendix
B2 runs from 11-179 to 11-203 of the Pre-Trial Minute Bundle on
Caselines.
[40]
Act
38 of 2005 (the “
Act
”).
sino noindex
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