Case Law[2023] ZAGPPHC 422South Africa
J.M.M v P.M.M and Another [2023] ZAGPPHC 422; 60586/2011 (26 May 2023)
Headnotes
Summary: Application for variation of a divorce order granted more than ten years ago to include an order in terms of section 7(8)(a) of the Divorce Act 70 of 1979 for half of the first respondent’s pension interest – insufficient evidence regarding the omission as well as the division of the erstwhile joint estate – in addition, no reasonable explanation for delay justifying a favourable exercise of the court’s discretion – application dismissed.
Judgment
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# South Africa: North Gauteng High Court, Pretoria
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## J.M.M v P.M.M and Another [2023] ZAGPPHC 422; 60586/2011 (26 May 2023)
J.M.M v P.M.M and Another [2023] ZAGPPHC 422; 60586/2011 (26 May 2023)
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sino date 26 May 2023
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HIGH
COURT OF SOUTH AFRICA
(GAUTENG
DIVISION, PRETORIA)
CASE
NO: 60586/2011
(1)
REPORTABLE: NO.
(2)
OF INTEREST TO OTHER JUDGES: NO
(3)
REVISED.
DATE:
26 MAY 2023
SIGNATURE
In
the matter between:
J[...]
M[...] M[...]
Applicant
and
P[...]
M[...] M[...]
First
Respondent
THE
GOVERNMENT EMPLOYEE PENSION FUND
Second
Respondent
Summary
:
Application for variation of a
divorce order granted more than ten years ago to include an order in
terms of
section 7(8)(a)
of the
Divorce Act 70 of 1979
for half of
the first respondent’s pension interest – insufficient
evidence regarding the omission as well as the division
of the
erstwhile joint estate – in addition, no reasonable explanation
for delay justifying a favourable exercise of the
court’s
discretion – application dismissed.
ORDERS
1.
The application is dismissed.
2.
Each party to pay her or his own costs.
JUDGMENT
This
matter has been heard in open court and is otherwise disposed of in
terms of the Directives of the Judge President of this
Division. The
judgment and order are accordingly published and distributed
electronically.
DAVIS,
J
Introduction
[1]
On 26 January
2011, that is more than ten years ago, this court granted the
applicant a decree of divorce and ordered the division
of the joint
estate of her and the current first respondent, to whom she had been
married at the time. The applicant now
claims a variation of
that order in the form of an additional order in terms of
section
7(8)(a)
of the
Divorce Act 70 of 1979
to the effect that one half of
the first respondent’s pension interest at the time of divorce,
be payable to her. The
second respondent is the Government
Employee Pension Fund (GEPF). The erstwhile spouses are both
members of the GEPF.
Brief
background
[2]
The principal
parties were married to each other in community of property on 13
April 2004. By then they had a girl child,
who was born on 14
March 2003 and who was, both in practice and in law, treated as minor
born of their marriage.
[3]
On 25 October
2011 the applicant instituted divorce proceedings against the first
respondent. In her particulars of claim
she had pleaded that
both the spouses had pensionable interests which were, in terms of
section 7(7)(a)
of the
Divorce Act, deemed
to form part of the joint
estate. The applicant claimed:
“
(a)
An order dissolving the marriage bond existing between the parties;
(b)
Division of the joint estate;
(c)
The parental rights and responsibility in respect of the children
(sic) be awarded to both parties in
terms of section 18(2) of the
Childrens Act;
(d)
Primary resident of the children (sic) be awarded to the Plaintiff in
terms of section 18(2) of the
Childrens Act;
(e)
Defendant will have reasonable rights of access to the children (sic)
in terms of Section 18(2) of the
Childrens Act;
(f)
Defendant must maintain the child at R 2 500
per month;
(g)
In terms of Section 7(8) of the Act, the above Honourable Court is
entitled to order at the granting
of a final order of divorce that:
(i)
the Plaintiff is entitled to half of the Defendant’s
pensionable interest
in the pension fund of which the Defendant is a
member after taxation calculated from date of divorce action;
(ii)
an endorsement be made against the records of the pension fund …
to the effect
that half of the Defendant’s pensionable interest
determined as at date of divorce be paid to the Plaintiff when the
Defendant’s
interest … accrues ….;
(h)
Payment of the sum of R125 00.00 an
attachment of the said amount from the Defendant’s pension
fund;
(i)
Costs of suit;
(j)
Further and alternative relief”
.
[4]
On 26 January
2012 Kruger AJ in this court and under the same case number as the
present application, granted an order in terms
of prayers (a) –
(f) of the applicant’s particulars of claim.
[5]
At that time,
the action had been defended, but the first respondent had yet to
plead or to deliver a counterclaim. No discovery
had been made
and no records of the actual divorce hearing could be traced.
[6]
The first
respondent was unrepresented at the time and claims to have attempted
to settle the matter with the applicant’s
then attorneys, to no
avail. He claims that the attorneys had been instructed not to
make contact with him due to the rush
the applicant had been in at
the time. The first respondent further claims to only have
found out about the divorce order
some four months after the date
thereof. As the order contained no relief as claimed against
his pension interest nor any
word of the contested R125 000.00
alleged proceeds of a sale of property, he surmised that the
applicant had failed to make
out a case for this relief and left it
at that. As a result of the subsequent passage of time, he
further assumed that the
applicant had abandoned any claim to that
additional relief.
The
present application
[7]
On 16 August
2022 the applicant launched her present application. In her
Notice of Motion, she claims that the order of Kruger,
AJ “…
be
varied/amended specifically to include the following: That the 50%
share of the First Respondent’s pension interest in
the
Government Employee Pension Fund be paid to the Applicant as at the
date of the divorce and the GEPF records be accordingly
endorsed for
the court to give effect to the defined rights of the parties as
envisaged in terms of Section 7(8) of the Divorce
Act of 1970 (sic)”
.
[8]
The applicant
is herself a member of the GEPF, being employed at the Department of
Home Affairs. In her founding affidavit,
she says nothing about
her own pension interest and neither does she give any particulars
about the division of the joint estate
except to say “
the
joint estate has not yet been liquidated and the first respondent is
still working for the Department of the South African Police
and has
been employed by the said department for years …”
.
[9]
The applicant
claims that she has a right to one half of the first respondent’s
pension interest as at date of divorce and
that she has never waived
nor abandoned that right. In the conclusion of her founding
affidavit, the applicant claims that
she has “…
a
clear right to be paid immediately a 50% share in the pension
interest of the first respondent in law in terms of section 7(8)
of
the Act …”
.
[10]
In respect of
the time that has elapsed since the granting of the divorce order and
the launching of the application, the applicant
stated that she had
relied on her erstwhile attorneys “…
to
guide her in claiming …”
,
referring to a claim against the GEPF. She continued in her
founding affidavit under the heading “Ad Condonation”
that she found it hard to get hold of her attorney and, even when
visiting his office, could not get hold of him. She stated:
“…
for years,
I have been keeping the hope that someday I’ll get hold of
them, especially because they started the matter, I
wanted them to
finalize it for me”
.
[11]
Eventually, in
January 2022, she found out from one of her work colleagues who had
recently got divorced, that she should go directly
to GEPF with her
court order, which she did. It was only then that she was told
that the GEPF could not assist her due to
the absence of a Section
7(8) Divorce Act order.
[12]
The period
since January 2022 until date of the launch of the application has
been explained by the applicant as having been taken
up by locating
new attorneys, saving up money to give them “financial
instructions”, consultations and the eventual
launch of the
application.
[13]
The applicant
omitted to state that she had launched a similar application in
September 2016, which she had withdrawn by notice
only in January
2023. The only explanation for this was tendered by her counsel
from the bar to the effect that the applicant
was “unhappy”
with that application and/or the way in which the attorneys had
handled it.
The
law regarding pension interests in divorce matters
[14]
The
proper interpretation of Section 7(7) and 7(8)
[1]
of the Divorce Act have received the attention of the Supreme Court
of Appeal in a matter to which neither of the parties’
counsel
have referred in their otherwise useful heads of argument, namely
GN
v JN
[2]
.
The facts thereof were fairly similar to the present application,
save for the fact that the divorce order had been obtained
in the
Regional Court and not in the High Court in which the appellant
sought declaratory and ancillary orders pertaining to a
half share in
the respondent’s pension interest.
[15]
The fact that
a divorce order had been granted in a different court from the one
hearing the application for further orders as court
of first
instance, complicated the arguments on appeal in
GN
v JN
as
Section 7(8)(a) only refer to “the court granting the
divorce”. This apparent exclusive jurisdiction led to
extensive debates as to whether a non-member of a pension fund can
post divorce and in another court claim an order as contemplated
in
section 7(8)(a). This issue and the interpretation of the
parties’ settlement agreement in
GN
v JN
led
to a minority judgment of some substance. In the end, only
declaratory orders in terms of section 7(7) were granted together
with the appointment of a liquidator.
[16]
The position
in the present matter is different in that this court is the same
court that had granted the divorce and what is sought,
is a variation
of the actual divorce order.
[17]
Nevertheless,
the Supreme Court of Appeal has, with reference to Van Niekerk
[3]
and
Old
Mutual Life Assurance Co (SA) Ltd v Swemmer
[4]
in
GN
v JN
determined the legal position to be as follows: A pension interest is
not a real asset that is open to division. It is the
value
that, on date of divorce, is placed on the interest that a party to
those proceedings has in the pension benefits that will
accrue to him
or her at a certain future date in accordance with the rules of a
particular fund. Section 7(7)(a) creates,
as a peremptory
deeming provision, a fiction that such a pension interest of a party
becomes part of the joint estate which upon
divorce is to be shared
between the parties
[5]
.
[18]
Section
7(8) on the other hand, creates a mechanism whereby a court may
oblige a pension fund to pay to a non-member that portion
of a
pension interest to which such non-member as divorcing spouse may
become entitled. The non-member is thereby “
relieved
of the duty to look to the member spouse for the payment of his or
her share of the pension interest
”
and “…
this
is as far as section 7(8) goes and no further”
[6]
.
The
law regarding variation of orders
[19]
The general
principle is that, once a court has pronounced on an issue in a
matter before it, it is
functus
officio
,
meaning that its duties have been discharge, and that it cannot
revisit its own order. One of the exceptions to this general
rule, is the mechanism provided for in Rule 42 of the Uniform Rules.
[20]
In terms of
Rule 42(1)(b) a court may, on application to it by an affected party
“…
rescind
or vary … an order … in which there is an ambiguity or
a patent error or omission, but only to the extent
of such ambiguity,
error or omission …”
.
[21]
The
case law
[7]
and commentary on
this Rule
[8]
also confirm that a
court has a discretion to grant relief under this Rule and that it
would be a proper exercise of a court’s
discretion to refuse
relief “…
even
if the application for variation of an order of court proved that
subrule (1) applied, he should not be heard to complain after
the
lapse of a reasonable time”
[9]
.
Evaluation:
Rule 42
[22]
From a reading
of the founding affidavit of the applicant and, as confirmed by her
counsel in argument, the applicant relies on
the aforesaid Rule.
For purposes thereof, she relies on and the alleged omission in the
order by the absence of an order
in terms of Section 7(8)(c) of the
Divorce Act. The applicant was silent as to her own pension
interest, the division thereof
or the “omission” of the
prayer wherein she claimed payment of R125 000.00 from the first
respondent in the divorce
action or even her prayer for costs.
[23]
The fact that
the learned acting Judge who granted the divorce order, has not
granted prayers (g), (h) or (i) claimed by the applicant
in her
particulars of claim, does not per se amount to an omission. It
might equally have been an intentional refusal.
In fact, where
the applicant chose not to attack the “omission” of the
claim of R125 000.00 or the claim for costs,
it leads to the
inference that the non-granting of those prayers were not
“omissions”. The inference then seems
to become
stronger that the fact that the prayer wherein she had claimed a
section 7(8) Divorce Act order had not been granted,
was also not an
“omission”. The applicant has produced no evidence
on this score. On this basis, the applicant’s
application
should fail.
[24]
Even
if, on a beneficial interpretation of the circumstances, it should be
found that the applicant has bought her application within
the ambit
of Rule 42(1), there is an unexplained time lapse of more than a
decade since the granting of the order and the launching
of the
application. The applicant tendered scant and unconvincing
explanations for this time delay. She stated that,
immediately
upon the granting of the order, she wanted to proceed with “claiming”
against the GEPF. As mentioned
earlier, she has explained that
she had some difficulties of getting hold of her attorney, but surely
after the passage of a year,
or two or three or even five years of no
contact with him, she must have realized that she needed to seek
alternative help.
At no stage did she approach her employer,
other attorneys, the GEPF itself or even the first respondent.
Only after ten
years, when speaking to a co-worker, did she approach
the GEPF. It is trite that there is a period for which a lay
person
may hide behind the inactivity of his or her attorney, but
once it became clear that reliance on such an attorney is futile, it
is encumbent on a party, even a lay person to take active steps
[10]
.
This is such a case and the applicant is such a delinquent litigant.
[25]
There is an
additional factor which would militate against exercising a court’s
discretion in favour of the applicant and
this is the uncontested
version of the first respondent that he had in the interim and, upon
learning that there was no order directly
against his pension
interest, arranged his retirement plans accordingly.
[26]
Even if it
could be argued that the inordinate time delay should not be a bar to
a claim for an order in terms of Section 7(8)(a)
of the Divorce Act,
the merits for the granting of such an order has not been established
by the applicant: assuming yet again
in her favour that the previous
joint estate has not yet been finally devided (a claim which the
first respondent has not made).
The applicant had furnished no
evidence as to what the joint estate comprised of. It might or
might not be that the assets
retained by the parties were of equal
value or that the pension benefits of the respective parties were the
sole assets.
No mention was made by the applicant of the size
of her own pension interest and whether that may be equal to, larger
or lesser
than that of the first respondent. Her failure to
disclose this raises suspicions that the position might be that her
own
pension interest is the largest, hence the lack of disclosure at
the risk of having to share it.
[27]
At the risk of
repetition, Section 7(7) of the Divorce Act, deems the pension
benefits of both the spouses to form part of the joint
estate.
Upon division of such joint estate, a court
may
,
for purposes of creating a mechanism for such division, make an order
for direct payment of a portion of a party’s pension
benefit to
the other, non-member, party. The position is not, as the
applicant seems to believe, that she is simply as of
right entitled
to one half of the first respondent’s pension interest as at
date of divorce and therefore, as of right entitled
to an order in
terms of Section 7(8) of the Divorce Act. This is not only
wrong in law but would also not be a fair or equal
division of the
joint estate in the absence of a similar inclusion (and division, if
needs be, depending on the manner of division
of the joint estate as
a whole) of her own pension interest.
[28]
In similar
circumstances the SCA in
GN
v JN
substituted the order of the court a quo by appointing a liquidator
to divide the joint estate and by issuing declaratory orders
to the
effect that the two spouses were respectively entitled to 50% of each
other’s pension benefits. Had that been
what the
applicant had claimed in this application (as suggested by the first
respondent), such an order or orders could possibly
have been
granted.
[29]
In the
circumstances where the applicant has elected to simply seek an order
for a claim against the respondents pension interest,
without
providing any evidence as to whether such an order would reflect a
proper division of the erstwhile joint estate, she is
not entitled to
such relief or, to put it differently, where a court “may”
have granted an order in terms of Section
7(8) in appropriate
circumstances, this is not such a case and this court exercises its
discretion not to grant such an order.
[30]
All that
remains is the issue of costs. Ordinarily, costs should follow the
event. However, it seems that the applicant had
been
ill-advised on a number of fronts. On the other hand as well,
from the first respondent’s papers it appears as
if he remained
amenable, despite having otherwise arranged his life in the past
decade, to participate in a fair and final division
of the erstwhile
joint estate (including the pension interests of both parties).
This is a commendable stance and, in the
exercise of my discretion
and in order to avoid a winner/loser situation in what appears to be
the final convulsions of a stale
divorce, I find it fair that each
party pays her or his own costs.
Orders
[31]
The following
is made.
1.
The
application is dismissed.
2.
Each party to
pay her or his own costs.
N DAVIS
Judge of the High Court
Gauteng Division,
Pretoria
Date
of Hearing:
22
May 2023
Judgment
delivered:
26 May 2023
APPEARANCES:
For the Applicant:
Mr N D Malale
Attorney for the
Applicant:
Malale Nthapeleng
Attorney, Pretoria
For the First
Respondent:
Adv D Weyers
Attorney for the
first Respondent:
Lombard and Weyers
Inc., Pretoria
[1]
Sections
7(7) and (8) in their material parts read:
‘
(7)(a)
In the determination of the patrimonial benefits to which the
parties to any divorce action may be entitled, the pension
interest
of a party shall, …
…
(8)
Notwithstanding the provisions of any other law or of the rules of
any pension fund –
(a) the court granting a
decree of divorce in respect of a member of such a fund, may make an
order that –
(i) any part of
the pension interest of that member which, by virtue of subsection
(7), is due or assigned to the other
party to have divorce action
concerned, shall be paid by that fund to that other party when any
pension benefits accrue in respect
of that member;
[2]
2017
(1) SA 342 (SCA).
[3]
PA
van Niekerk,
A
practical Guide to Patrimonial Litigation in Divorce Actions
,
issue 17 (Sep 2015) at par 7.2.4.1.
[4]
2004
(5) SA 373
(SCA) at 18.
[5]
Par
26
[6]
Par
27
[7]
First
National Bank Ltd v Van Rensburg NO
1994
(1) SA 6k77
(T) at 681B-G;
Firestone
South Africa (Pty) Ltd v Gentrico AG
1977 (4) SA 298
(A) at 306H and
Roopnarian
v Kamalapathy
1971
(3) SA 387 (D).
[8]
Van
Loggenberg,
Erasmus
Superior Court Practice
,
at D1-562
[9]
Ibid
[10]
Saloojee
and Another NNO v Minister of Community Development
1965 (2) SA 135
(A)
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