Case Law[2023] ZAGPPHC 48South Africa
K.W.M v P.J.M (14861/2018) [2023] ZAGPPHC 48 (31 January 2023)
High Court of South Africa (Gauteng Division, Pretoria)
31 January 2023
Headnotes
in the government employees pension fund; 6.3 The BMW 1 Series and Daihatsu Terios vehicles (“the vehicles”) registered in the name of the plaintiff and currently in the possession of the plaintiff. 7. The defendant filed a plea claiming a division of the joint estate.
Judgment
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# South Africa: North Gauteng High Court, Pretoria
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## K.W.M v P.J.M (14861/2018) [2023] ZAGPPHC 48 (31 January 2023)
K.W.M v P.J.M (14861/2018) [2023] ZAGPPHC 48 (31 January 2023)
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sino date 31 January 2023
SAFLII
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Certain
personal/private details of parties or witnesses have been
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FLYNOTES:
FORFEITURE
OF BENEFITS
Family
– Divorce – Forfeiture of benefits – Substantial
misconduct – Undue benefit – Husband
having used his
pension payment for his own benefit – Not contributing to
children and household – Wife paying
bond and car
instalments – On divorce ex-wife retaining immovable
property and two vehicles – Ex-husband forfeiting
claim to
50% of former spouse's pension –
Divorce Act 70 of 1979
,
s
9(1).
.
IN
THE HIGH COURT OF SOUTH AFRICA
(GAUTENG
DIVISION, PRETORIA)
CASE
NO:
14861/2018
REPORTABLE: NO
OF INTEREST TO OTHER
JUDGES: NO
REVISED: YES
31/01/2023
In
the matter between:
K
[....] W [....] M
[....]
Plaintiff
and
P
[....] J [....] M
[....]
Defendant
JUDGMENT
NGOBESE
AJ
INTRODUCTION
1.
Prior to the commencement of this trial, parties have agreed
that the
only issue for determination herein was the question with regard to
the forfeiture of the patrimonial benefits by the
defendant as prayed
for by the plaintiff in her particulars of claim.
2.
Despite the parties disagreeing with the reasons for the breakdown
of
the marriage relationship, they are
ad idem
that the marriage
relationship between them has irretrievably broken down and that a
decree of divorce be granted.
3.
Accordingly, the issue for determination is whether, if the
order for
forfeiture is not made, the defendant will in relation to the
plaintiff be unduly benefited.
4.
The plaintiff (wife) and the defendant (husband) entered into
a civil
marriage in community of property 29 November 2006 at Boksburg, which
marriage still subsists.
5.
Two children were born out of marriage, namely, T [....] J [....]
1 M
[....] (born on 29 December 2007) and O [....] D [....] M
[....] (born on 5 July 2010).
6.
On 4 April 2018 the plaintiff instituted divorce proceedings
against
the defendant claiming a decree of divorce and,
inter alia
,
for forfeiture of the patrimonial benefits of the marriage by the
defendant, including:
6.1
An immovable property situated at [....] O [....] 1 G
[....] , C [....] M [....]
1 Street, Terenure, Ext
[....] ;
6.2
Plaintiff’s pension interests held in the government employees
pension fund;
6.3
The BMW 1 Series and Daihatsu Terios vehicles (“the
vehicles”) registered in
the name of the plaintiff and
currently in the possession of the plaintiff.
7.
The defendant filed a plea claiming a division of the joint
estate.
Common
Cause
8.
The following is common cause:
8.1
The plaintiff bought the immovable property in 2008 and the defendant
made no contributions towards
the bond instalments on the property;
8.2
The plaintiff was responsible for the payment of monthly instalments
for the vehicles
8.3
The plaintiff and the defendant lived apart from 2012 until December
2016 as she was staying in
Germany with the minor children.
The
evidence
9.
Both parties testified and neither of them called any witnesses.
The
first witness to testify was the plaintiff and her evidence in brief
was the following:
9.1
She and the defendant got married on 29 November 2006. Two children
were born out of marriage,
namely, T [....] and O [....] . She is
currently living with the children at [....] O [....] 1 G [....] , C
[....] , M [....] 1
Street.
9.2
She works for the State Security Agency. In 2011 she got a post to
work in Germany. In 2012 she
relocated to Germany with the children.
The defendant refused to relocate to Germany with the plaintiff and
the children.
9.3
She and the children returned to South Africa in December 2016.
9.4
The defendant stayed in the matrimonial home when she and the
children were living in Germany.
The house was purchased by her in
2008 and she also paid for the transfer costs for the registration of
the house. She was paying
for the bond, electricity, levy, municipal
rates and taxes. When she relocated to Germany with the children, she
continued to pay
for the bond, levy, municipal rates and taxes, and
the defendant was responsible for water and electricity only.
9.5
She was also responsible for the household expenses and maintenance
including paying for children’s
school fees, transport and
clothing. The plaintiff told the court that the defendant made no
contribution towards the household
expenses.
9.6
During November 2009 she took a loan to purchase a BMW 1 series and
she was responsible for paying
the loan she took for the purpose of
purchasing the BMW. In January 2017, she bought a Daihatsu Terios in
cash.
9.7
The plaintiff testified that she was informed by the defendant’s
sister, H [....] M
[....] and her husband, L [....] that
the defendant had extra marital affair, and had fathered a child when
she was staying
in Germany.
9.8
During January 2017, the plaintiff’s and defendant’s
marital problems worsened and
the defendant left the matrimonial home
in February 2017 despite the plaintiff’s attempts to work on
the marriage.
9.9
The plaintiff denies that there was an agreement between her and the
defendant that she will be
responsible for the payment of the bond
and, the defendant will be responsible for the grocery. The plaintiff
told the court that
it was a joint bond and therefore she expected
the defendant to make contributions towards the bond.
9.10
She told the court that the defendant visited them twice when they
were living in Germany and the defendant used
concession tickets
provided by the plaintiff’s employer to travel to Germany.
9.11
She admits that the initial particulars of claim did not mention that
the defendant had extra marital affair. She
denies that she amended
the particulars of claim because the defendant mentioned in his plea
that the plaintiff had extra marital
affair.
9.12
The plaintiff denies that she had extra marital affairs with the
person by name of Xolisa. She further denies visiting
Xolisa at the
hotel in South Africa and that she sent WhatsApp messages to Xolisa.
9.13
She admits that there were two contributions made by the defendant to
the children after the defendant left the
matrimonial home. The first
contribution was in respect of children’s rapid covid tests as
the children were going to spend
a weekend with the defendant. The
total amount paid by the defendant for the test was R500.00. The
second contribution was less
than R1000.00.
10.
In brief the evidence of the defendant is as follows:
10.1
He is currently a pastor of a church in Whiteville;
10.2
He worked as a security at the Surveillance department before he and
the plaintiff got married in 2006. He was
earning R1200.00 per month;
10.3
After they got married, they rented an apartment in Birch Acres. He
agreed with the plaintiff that he will make
a contribution to petrol
and grocery since the plaintiff was earning more than him;
10.4
After they bought a house in 2008, he and the plaintiff agreed that
the plaintiff will be responsible for paying
the bond and he will be
responsible for contributing towards the grocery and petrol;
10.5
He did not relocate to Germany with the plaintiff and children
because the plaintiff was bullying and abusive towards
him, however,
he gave the plaintiff a blessing to relocate to Germany;
10.6
He used to take leave in August of each and every year to visit the
plaintiff and the children in Germany. He did
not visit the plaintiff
and children in the last year of their stay in Germany;
10.7
He took care of the house and paid for electricity, water, municipal
rates and taxes when the plaintiff and children
were staying in
Germany;
10.8
The plaintiff initially told him that Xolisa was her mentor. He
became suspicious of the plaintiff’s extra
marital affair with
Xolisa when the plaintiff’s behaviour changed towards him after
the plaintiff came back from Germany
in December 2016. He saw the
plaintiff’s WhatsApp messages to Xolisa on the plaintiff’s
phone;
10.9
He denies having extra marital affair and a child outside the
marriage;
10.10
He did not have access to his children
for the period of three years
after he left the matrimonial home until a social worker by the name
of Ms. Shavha intervened;
10.11
He did not contribute to the children
and the plaintiff financially
whilst they were staying in Germany because the plaintiff’s
employer was taking care of them;
10.12
He told the court under cross examination
that he contributed to the
household during the period 2006 to 2012 by buying groceries and
paying for the levy and petrol;
10.13
He received an amount of R270 000.00
from his pension fund in
2017 after he was dismissed from his work. He used R270 000.00
solely for his own benefit. He never
contributed anything towards the
children and household;
10.14
He told the court under cross examination
that he left the
matrimonial home in 2017 because the plaintiff was abusing him
emotionally and disrespecting him, and consequently
it became
unbearable for him to stay in the same house with the plaintiff;
10.15
He is living on donations from the
church. On average he receives
between R200.00 and R500.00 per month;
10.16
He managed to have access to the
children because of Ms. Shavha’s
intervention;
10.17
He saw bruises on T [....] caused
by the plaintiff when he was at the
office of Ms. Shavha;
10.18
The plaintiff had extra marital affair
with M [....] 2 H [....]
1. The plaintiff and M [....] 2 H [....] 1 stayed together at
the matrimonial home after he
left in February 2017;
10.19
The defendant told the court that
during his visits in Germany, the
plaintiff would leave him and the children at their place and go and
see Xolisa;
10.20
The plaintiff changed the school
of the children without informing
the defendant;
10.21
The plaintiff was the one who packed
the defendant’s bag when
he was being ejected from the matrimonial home.
LEGAL
FRAMEWORK
11.
A claim for
the forfeiture of benefits arising from a marriage is governed by
section 9(1)
of the
Divorce Act
[1]
as amended, which reads as follows:
“
When
a degree is granted on the ground of irretrievably breakdown of the
marriage, the court may make an order that the patrimonial
benefits
of the marriage be forfeited by one party in favour of the other,
either wholly or in part, if the court, having regard
to the duration
of the marriage, the circumstances which gave rise to the breakdown
thereof or any substantial misconduct on the
part of either of the
parties, is satisfied that, if the order of forfeiture is not made,
the one party will in relation to the
other be unduly benefited.”
12.
In
Engelbrecht v Engelbrecht,
[2]
it
was held that “
the
court has the discretion when granting a divorce on the grounds of
irretrievably breakdown of the marriage or civil union to
order that
the patrimonial benefits of the marriage or civil union be forfeited
by one party in favour of the other. The court
may order forfeiture
only if it is satisfied that the one party will, in relation to the
other, be unduly benefited. The court
has a wide discretion, and it
may order forfeiture in respect of the whole or part only of the
benefits”
.
13.
Accordingly,
the court, when considering whether one party will be unduly
benefited as stated in
section 9(1)
of the
Divorce Act takes
the
following factors into account:
[3]
13.1
The duration of the marriage;
13.2
The circumstances that gave rise to the breakdown of the marriage;
13.3
Any substantial misconduct on the part of either of the parties and
that undue benefit may accrue to the one party
in relation to the
other, if an order of forfeiture is not granted.
14.
In Wijker v
Wijker,
[4]
the court held the
following when it considered whether proof of substantial misconduct
was an essential requirement for a forfeiture
order “
it
is obvious from the wording of the section that the first step is to
determine whether or not the party against whom the order
is sought
will in fact be benefited. That will be purely be a factual issue.
Once that has been established the trial court must
determine, having
regard to the factors mentioned in the section, whether or not that
party will in relation to the other be unduly
benefited if a
forfeiture order is not in made. Although the second determination is
a value judgment, it is made by that court
after having considered
the facts falling the compass of the three factors mentioned in the
section.”
15.
In Botha v
Botha,
[5]
Van Heerden JA held
that the trial court may not have regard to any factors other than
those listed in
section 9(1)
of the
Divorce Act in
determining
whether or not the spouse against whom the forfeiture order is
claimed will, in relation to the other spouse, be unduly
benefited if
such an order is not made.
16.
A court may
order that all the patrimonial benefits from the marriage or a
percentage of the estate be forfeited.
[6]
17.
The onus is
on the party seeking forfeiture to demonstrate that in the event an
order of forfeiture is not granted the party against
whom the order
is sought will, in relation to the other, be unduly benefited if the
order is not made.
[7]
18.
In Wijker’s case, the court held that the factors mentioned in
section 9(1)
of the
Divorce Act need
to be considered cumulatively.
The presence of anyone of them is sufficient for the court to make an
order for forfeiture in terms
of
section 9(1).
Evaluation
of evidence
19.
It bears to mention that the plaintiff impressed me as a candid
witness whose
evidence was credible and reliable in that she remained
steadfast in her evidence on all aspects.
20.
I cannot however say the same for the defendant – he was not a
reliable
witness. The defendant was evasive and tends to exaggerate
his evidence. The defendant’s counsel failed to put to the
plaintiff
during the cross examination the defendant’s version
relating to the evidence mentioned in paragraphs 10.16 – 10.21
above to allow the plaintiff to comment and respond, neither was the
plaintiff quizzed during the cross examination by the defendant’s
counsel with regard to the aforesaid evidence.
21.
I must mention that the defendant’s failure to put the above
mentioned
version to the plaintiff, or at least quizzed the plaintiff
on it during cross examination compels me to reject the above
mentioned
evidence and that the defendant agreed with the plaintiff
that he will be responsible for petrol and grocery only. I also
reject
the evidence of the defendant that he was responsible for
paying rates and taxes when the plaintiff was staying in Germany with
the children considering that the defendant did not know the
difference between the levy and municipal rates and taxes, and how
much did he pay for the rates and taxes. Furthermore, no documents
were furnished to the court by the defendant to confirm that
he paid
for the municipal rates and taxes.
Circumstances
that led to the breakdown
22.
The parties
testified and alleged against each other that they both were involved
in extra marital affairs. The allegations of extra
marital affairs
between the parties would be based on the old forfeiture rule in
terms of common law that the person who caused
the marriage to be
irretrievably broken down cannot share or benefit in the joint
estate. In Swart v Swart
[8]
, the
court held that adultery and desertion might in certain instances
merely be the symptoms and not the cause of a marriage breakdown
and
that the conduct of the parties cannot be considered to be
blameworthy.
23.
In the
Wijker case,
supra
it was
held, that adultery may support an allegation on the breakdown of the
marriage, but it is not necessarily ‘substantial
misconduct’
for the purposes of a forfeiture order. It must be ‘so obvious
and gross’ that it will be repugnant
to justice to let the
guilty spouse get away with the spoils of the marriage.
[9]
24.
In any event, neither of the parties is asking the court to grant
forfeiture
order on the basis of the extra marital affairs. The
plaintiff is asking for forfeiture on the basis that the defendant
failed
to contribute to the household and therefore if the court does
not grant forfeiture, the defendant would be unduly benefited. The
defendant on the other hand prays for the division of the joint
estate. And, further the evidence before me does not demonstrate
that
both parties had extra marital affairs.
Duration
of the marriage
25.
In Matyila
v Matyila
[10]
, the court
stated the following “
The
meaning of the words ‘duration of the marriage’ as
appearing in
s9(1)
aforesaid is clear. It means no more nor less than
the period during which the marriage has, from the legal point of
view, subsisted,
namely from the date of marriage to the date of
divorce or, at the very least, to the date of institution of divorce
proceedings.
This is in accordance with the primary rule of
interpretation that words should be understood in their ordinary
meaning.
”
26.
In this regard, I consider the marriage of the parties to have lasted
for 10
years before the separation in February 2017. However, the
fact that the marriage is of a long period is not solely dispositive
of whether forfeiture should not be granted. The court is required to
review each matter on a case to case basis, taking into account
the
merits and applying its discretion to determine if the length of the
marriage supports the forfeiture claim.
27.
In other
words, the court is empowered to order forfeiture if it transpired
that the party against whom the forfeiture is sought
has committed
substantial misconduct for the purpose of a forfeiture order and, the
court is satisfied that the one party will,
in relation to the other,
be unduly benefited if the order of forfeiture is not granted
[11]
.
In Singh v Singh,
supra
the court granted forfeiture despite the fact that the marriage
lasted for 20 years.
28.
Taking into account that the parties in this case lived separately in
2012 -2016,
I am not persuaded that I should reject the plaintiff’s
claim for forfeiture.
Substantial
misconduct
29.
The defendant received approximately R270 000.00 from his
pension fund
in 2017. He used it solely for his own benefit. He
conceded that he never contributed anything towards the children and
household.
30.
In Z v
Z
[12]
, Legodi J when he was
dealing with the word “undue benefit” in terms of
section
9(1)
of the
Divorce Act, stated
the following:
“
[6]
Cumulative consideration of all relevant
factors seem to be at play in
terms
of subsection (1), and the court will make an order only when is
satisfied that, if an order for forfeiture is not made, the
one party
(“guilty party”) will unduly be benefited in relation to
the other party (“the innocent party”).
It is an exercise
of discretion guided by consideration of the duration of marriage,
the circumstances which gave rise to the breakdown
and
any
substantial misconduct
on the part of either of the
parties.
[7]
It is clear from the wording that of the
subsection that to qualify for forfeiture, based on misconduct,
such
misconduct be “substantial”. I understand this to mean
that, it must not only be a misconduct which does not accord
with the
marriage relationship, but also that the misconduct must be serious.
Undue benefit in my view, is also a relative terms.
Benefiting from
one spouse’s sweat, in my view, would not necessarily amount to
undue benefits. To come to the conclusion
of undue benefit, one would
be guided by a number of factors for example, refusal to work when it
is possible to do so, squandering
of money and other assets of one’s
estate and other factors on the handling of the estate which is
prejudicial to the other
spouse.”
31.
In Tsebe v
Tsebe
[13]
, the court found
that Mr. Tsebe committed substantial misconduct as envisaged in
section 9(1)
of the
Divorce Act in
that he used the pension solely
for himself to the exclusion of the joint estate and his wife.
32.
From the aforegoing, I find the defendant to have committed
substantial misconduct
as envisaged in
section 9(1)
of the
Divorce
Act in
view of the fact that he utilised his pension fund for his own
benefit and to the prejudice of the joint estate and, he will be
unduly benefited in relation to the plaintiff if the order of
forfeiture is not granted.
33.
In the result the following order is made:
1.
A decree of divorce is granted;
2.
Both parties
retain their parental rights and responsibilities regarding
guardianship of the minor children as contemplated in terms of
section 18(2)(c)
of the
Children's Act 38 of 2005
, subject thereto:
3.
2.1
That the primary care of the minor children be awarded to the
plaintiff;
2.2
That the defendant exercise reasonable contact, as contemplated in
terms of
section 18(2)(b)
of the
Children's Act 38 of 2005
, with the
minor children.
4.
The plaintiff shall retain:
2.1
The immovable property situated at [….] O [….] G [….],
C [….] M [….] 1
Street, Terenure, Ext [….];
2.2
The BMW 1 Series and Daihatsu Terios.
5.
The defendant is to forfeit his claim to 50% of the plaintiff's
pension interest held in the Government Employees Pension Fund;
6.
Each party pay his or her own costs.
I.
P. NGOBESE
ACTING
JUDGE
GAUTENG
DIVISION PRETORIA HIGH COURT
Date
of hearing:
2 and 3 November 2022
Date
of Judgment:
31 January 2023
FOR
THE PLAINTIFF:
ADV. M. FABRCIUS
INSTRUCTED
BY:
SHAPIRO & LEDWABA INC.
20
BUREAU LANE STREET
SHAPIRO
CHAMBERS
PRETORIA
TEL:012
– 328 5848
REF:
MR. SHAPIRO/ LS/ M 1219
FOR
THE DEFENDANT:
ADV.
J. VILAKAZI
INSTRUCTED
BY:
NATASHA LYNCH ATTORNEYS
75
CURCHILL AVENUE
DAWNVIEW
GERMISTON
TEL:
072 901 1021
REF:
RAM/ SM/ MAT 0899
[1]
Act 70 of 1979
[2]
1989 (1) SA 597 (C).
[3]
Klerck v Klerck 1991 (1) SA 265 (W).
[4]
1993 (4) SA 720
(A) at 727 D-F.
[5]
2006 (4) SA 144 (SCA).
[6]
Singh v Singh 1983(1) SA 781 (C); Steenberg v Steenberg
1963(4) SA 870 (C).
[7]
Engelbrecht v Engelbrecht 1989 (1) SA 597 (C).
[8]
1980 (4) SA 364 (O).
[9]
Singh v Singh
1983 (1) SA 787
(C) at 788H.
[10]
1987(3)
SA 230 (W) at page 236 B-C.
[11]
Wijker v Wijker, supra at 727 C-F.
[12]
Z v Z (43745/13) [2015] ZAGPPHC 940 (18 September 2015).
[13]
Tsebe v Tsebe (39138/2014) [2016] ZAGPPHC 575 (24 June 2016).
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