Case Law[2024] ZAWCHC 143South Africa
Tekete and Others v Minister of Safety and Security (8042/2007) [2024] ZAWCHC 143 (7 May 2024)
High Court of South Africa (Western Cape Division)
12 December 2019
Headnotes
Summary of the Evidence
Judgment
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## Tekete and Others v Minister of Safety and Security (8042/2007) [2024] ZAWCHC 143 (7 May 2024)
Tekete and Others v Minister of Safety and Security (8042/2007) [2024] ZAWCHC 143 (7 May 2024)
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sino date 7 May 2024
IN THE HIGH COURT OF
SOUTH AFRICA
(WESTERN CAPE
DIVISION, CAPE TOWN)
Case Number: 8042/2007
In
the matter between:
NOSISANA
MERCY TEKETE
First
Plaintiff
NTOMBIZODWA
JENNETE VAROYI
Second
Plaintiff
TSHEPHISO
JAMES TEKETE
Third
Plaintiff
and
MINISTER
OF SAFETY AND SECURITY
Defendant
JUDGMENT
Andrews
AJ
Introduction
[1]
The Plaintiffs instituted action against the
Defendant for damages arising out of
a shooting incident which
occurred on 2 October 2005 in Khayelitsha, Cape Town, Western Cape
when Mr Johannes Tekete (“the
deceased”), was shot by a
member of the South African Police Service and who later died on 31
December 2005 as a consequence
of his injuries. The deceased, at the
date of his death, was married in community of property to the First
Plaintiff and was the
father of the Second and Third Plaintiffs.
[2]
The parties previously agreed that the issues of
liability and quantum were to be
separated, which was accordingly
directed in terms of Rule 33(4) of the Uniform Rules of Court at the
outset of the trial. Judgment
on liability was handed down on 12
December 2019 where Samela J found the Defendant to be liable to the
Plaintiffs for loss of
support as a consequence of the shooting of
the deceased, by a member of the South African Police Service at Site
C, Khayelitsha
on 2 October 2005.
[3]
The matter proceeded before this Court for the
determination of quantum.
The
Plaintiffs’ Claims
[4]
It is alleged that the deceased was legally
obliged to maintain and did maintain
the Plaintiffs as at the time of
his death. In terms of the amended particulars of claim, the
Plaintiffs claim damages against
the Defendant as a result of the
death of the deceased as set out below together with interest on the
said amounts
a tempore more
:
First
Plaintiff
[5]
It is alleged that First Plaintiff suffered
damages as follows:
(a) Funeral
expenses
R10 270.00
(b) Estimated past
loss of support
R383 411.00
(calculated from date of
incident / date of demise of
the deceased to date of
summons)
(c) Estimated
future loss of support:
R622 007.00
(calculated from date of
issue of summons until the age
at which the deceased
would have retired)
Subtotal
R1 015 688.00
[6]
It is further alleged that the First Plaintiff, in
her capacity as Master’s
representative, suffered damages in
the sum of R1895.00 for medical and hospital expenses incurred prior
to the death of the deceased.
Second
Plaintiff
[7]
It is alleged that Second Plaintiff suffered
damages in her personal capacity as
follows:
(a) Estimated loss
of support
R137 792.00
(Calculated from date of
the incident /
date of demise to date of
summons).
Subtotal
R137 792.00
Third
Plaintiff
[8]
At the time when the action was instituted, the
Third Plaintiff was a minor. The
First Plaintiff instituted action
against the Defendant in her representative capacity as mother and
natural legal guardian of
the minor. The Third Plaintiff has since
turned 18 years. The pleadings were duly amended prior to the
commencement of the
proceedings to reflect the changed status of
Third Plaintiff.
[9]
According to the particulars of claim damages
suffered by the Third Plaintiff is
set out as follows:
(a) Estimated past
loss of support
R344 028.00
(Calculated from the date
of the incident /
date of demise to date of
summons).
(b) Estimated
future loss of support
R23 331.00
(Calculated from date of
summons until the
age at which the minor
reaches the age of 18 years).
Subtotal
R367 359.00
Issues
for determination
[10]
The crisp issue for determination is the
amount of damages, more particularly
in relation to loss of support,
the Defendant is liable to pay to the Plaintiffs. There is no dispute
regarding the actual loss
in respect of the claim for funeral
expenses.
The
Evidence
[11]
The following evidentiary material was relied upon by
the Plaintiffs:
(a) Plaintiffs’
bundle of documents – Exhibit “A” consisting of:
(i)
Johannes Tekete’s employer’s certificate
and
(ii)
Sitsila’s Funeral Services C.C. receipt;
(b) An extract from
the
Quantum Yearbook
by Robert J Koch – 2005, Exhibit
“B” and
(c) An
extract from the
Quantum Yearbook
by Robert J Koch –
2024, Exhibit “C”;
[12]
The Plaintiffs called three witnesses, namely:
(a)
Ms Mamakoetlane Magdelinah Sekepane;
(b)
Dr Hannes Swart and
(c)
Ms Nosisana Mercy Tekete.
[13]
The Defendant called two witnesses, namely:
(a)
Ms Moeneebah Roberts and
(b)
Ms Olivia Hendricks.
Summary
of the Evidence
[14]
Ms Mamakoetlane Magdelinah Sekepane
(“Ms
Sekepane”), the biological sister of the deceased mapped out
her career path which was also confirmed by Dr Hannes
Swart (“Dr
Swart”), the expert Industrial Psychologist, in his report and
during his
viva voce
testimony. Ms Sekepane stated that she
commenced work at PEP stores as a sales person and was promoted to
the position of store
manager in Lesotho. Thereafter, she took up
employment at Pirates, Crisps & Snacks as a supervisor. Ms
Sekepane then commenced
working as a chef for French Corner after
which she was employed at Anatoli’s Restaurant as an assistant
chef. She then commenced
work at Het Bakhuys from 2001 until 2006 as
head cook. Ms Sekepane went on to work at Waterblommetjie Restaurant
as a chef and
ultimately became Head Chef at Seidelberg Wine Estate.
She stated that she is currently employed as the Head Chef at
Hemelhuis.
As she took the court through her culinary journey, Ms
Sekepane explained what she earned at the different places of
employment.
[15]
According to Ms Sekepane, the deceased was previously
employed as a police officer, but
lost his job. She then managed to
arrange casual employment for the deceased at Het Bakhuys around 2003
/ 2004. According
to Ms Sekepane, the deceased, although
employed on a casual basis, would work 3 days a week when they were
not so busy and between
3 to 5 days a week when they were busy. They
were mostly busy according to Ms Sekepane as they catered for many
big functions at
Het Bakhuys. She orated that the deceased was
employed as a kitchen hand and was able to assist with various duties
and had the
ability to cook well. She further explicated that the
deceased worked with the meat and performed duties as a griller. Ms
Sekepane elucidated that he was taught the skills he acquired and
although he did not receive any formal training; he was able
to
perform a variety of duties from cooking to setting up events. Ms
Sekepane orated that the deceased earned R250 per day at the
time.
[16]
During cross-examination, Ms Sekepane was challenged
about her work history in light of
the fact that she did not receive
formal training as a chef. Ms Sekepane, explained that they are a
family who enjoy cooking and
that is where her love for cooking was
birthed. She reiterated that she is mostly self-taught. Ms Sekepane
stated that all the
siblings matriculated. Ms Sepekane, wasn’t
able to comment on the suggestion that the Spaza shop business that
the deceased
had was unsuccessful.
[17]
Dr
Hannes Swart
holds
a PHD in Industrial Psychology and has been practising since 1995. He
was instructed by the Plaintiffs to provide an opinion
regarding the
deceased’s probable career path. Dr Swart testified that he had
compiled three reports. From the collateral
information in
respect of the deceased, he established that the deceased
matriculated and went on to become a police officer. According
to his
source information, the deceased was suspended from the police force
and thereafter commenced employment at the Castle of
Good Hope with
the assistance from Ms Sekepane on a casual basis where he earned
R250 per day.
[1]
Dr Swart was
confident that Ms Sekepane would have looked out for a work
opportunity for the deceased no matter where she was employed.
Dr
Swart opined that in current terms, the deceased would have been
earning between R5000 and R6000 per month. He explained the
factors
that he considered for him to derive at the conclusion that the
deceased would have progressed to a semi-skilled level.
[2]
[18]
Dr
Swart was referred to the Joint Minute where the issues that he and
Dr Crous agreed on were recorded as well as the issues they
did not
agree on, especially on the view by Dr Crous that the deceased would
always have been unskilled.
[3]
Dr Swart maintained the view that the deceased was more than
unskilled as he was employed as a police officer, had grade 12 and
functioned at a lower semi-skilled level. Dr Swart further opined
that the deceased would have been where Ms Sekepane is today,
earning
in the region of R9 500 per month which was, in his view, not
inconceivable. His calculations were based on the retirement
age of
65 years.
[19]
During cross-examination it was suggested that the
requirement standard to enter the police
force would not have been
high. Whilst Dr Swart was unable to comment on the actual
requirements that had to be met, he opined
that there had to have
been a minimum threshold requirement for selection as a policeman at
the time. Counsel for the Defendant
further suggested that the work
ethic of the deceased was problematic as he was dismissed twice and
was re-appointed. Dr Swart
stated that based on the personal file of
the deceased, he was reinstated because he was a good detective. He
conceded that a factor
to consider would be someone’s
propensity to lean towards crime, however he stated that he doesn’t
work on the basis
that the deceased would have a propensity to lean
towards crime for the rest of his life.
[20]
During cross-examination Dr Swart was challenged for not
considering the collective agreement
for the purposes of his report.
Dr Swart indicated that he was not sure whether Het Bakhuys was party
to a collective agreement.
He conceded that he did not check and
orated that there is no evidence that they stuck to a wage agreement.
He was confronted about
not going into detail about the deceased’s
Spaza shop endeavour and retorted that there was no evidence that the
Spaza Shop
had failed. Dr Swart retorted that the Spaza Shop happened
somewhere at the beginning of his career in 1990 when he was 20 years
of age. It was suggested to Dr Swart that he was indulging in
objective professional speculation.
[21]
Nosisana
Mercy Tekete (Mrs Tekete),
testified that she
was married to the deceased. She confirmed that he passed away on 31
December 2005 as a consequence of being
shot. She confirmed the names
and dates of births of the Second and Third Defendants, she confirmed
that she was employed at JM
Services at the time of the death of the
deceased where she earned approximately R1300 per month and at times
R1500 with overtime.
As at 2005 she held the position as
cleaner. According to Mrs Tekete, the deceased was the main
breadwinner as he earned more than
her at the time. She testified
that both the Second and Third Defendants did not finish school. She
confirmed that she provided
for their needs. According to Ms Tekete,
the Third Defendant is still dependent on her. She also confirmed
that she paid the funeral
expense in the amount of R10 270.
[4]
[22]
Two witnesses were called to testify on behalf of the
defendant.
Moeneebah Roberts
(Ms Roberts), testified that she
is employed at Het Bakhuys at the Castle, where she has been employed
for approximately 30 years.
She currently holds the position of
Events Manager for the last approximately 10 to 15 years. She stated
that her current monthly
salary is R10 150 which translates into
approximately R121 000 per annum. She described what her job entails
and explained
that she works with 2 other permanent staff members and
between 5 to 15 casual staff members, which depends on the size of
the
event that is being catered for.
[23]
Ms Roberts confirmed that she knew the
deceased, the late Johannes Tekete
who worked at Het Bakhuys, during
the period of 2001 to 2004, as a scullery assistant as a casual
employee. She described what
his job entailed, inter alia, the
cleaning of the kitchen area and the prepping of meals. According to
Ms Roberts, Mr Tekete’s
(the deceased) job description did not
change over this period and neither did his salary. He was paid R250
per day with no increase
in 5 years.
[24]
During cross-examination Ms Roberts
confirmed that Mr Herman Kotze, who has
subsequently also passed on
in 2011, was her former boss and manager. She also confirmed that Ms
Sekepane was an accomplished Head
Chef, who trained under Cass
Abrahams. Ms Roberts further confirmed that the hospitality
industry has fluctuating periods
of business, for example, in winter
they would be busy for 2 to 3 days and in summer between 4 to 5 days
per week and at times
there may be no events. Ms Roberts stated that
she encountered Mr Tekete as a pleasant gentleman with whom they
didn’t have
problems. She also confirmed that Ms Sepekane, the
deceased’s sister left Het Bakhuys in the period of 2006 to
2007 as she
followed Cass Abrahams.
[25]
Ms Roberts testified that the increment in her salary
was slow over the years, receiving
no benefits as they worked for a
club which fell under the umbrella of the SANDF. According to Ms
Roberts, casual workers would
come and go.
[26]
Olivia Hendricks
(Ms Hendricks), testified that
she is employed at Het Bakhuys since 2000 with approximately 24
years’ service. She explained
that she started off on a casual
basis as a scullery assistant, earing R250 per day when work was
available. Ms Hendricks explained
that she is now permanently
employed at Het Bakhuys as the Head Chef even though she has no
formal training or qualification. She
stated that she earns a monthly
salary of R5 500. She further confirmed that she has people
working under her, but the number
would be dependent on the size of
the event.
[27]
Although she expressed her disquiet about her salary, Ms
Hendricks stated that she lacks
the paper-work to enable her to find
employment elsewhere and receive the salary on par with what she
currently does. Ms
Hendricks further confirmed that she worked
with Mr Tekete the deceased in 2001. She described the extent of
their job description,
which essentially was that of assisting the
Head Chef with preparing meals and cleaning. She furthermore
confirmed that they earned
a salary of R250 per day in 2005.
[28]
During cross-examination she confirmed the seasonal
business of the industry. She confirmed
what Ms Sepekane testified in
relation to the deceased helping with preparing the meat. Ms
Hendricks confirmed that despite Ms
Sekepane’s lack of
qualifications, she landed a job at Seidelberg where she earns
R16 000 per month, reaffirming that
she was being underpaid for
what she does. She also confirmed that no-one had any problems with
the deceased and that the trend
has been that people leave for better
pay.
Considerations
in Assessing Loss of Support
[29]
It is undisputed that the deceased was the breadwinner
at the time of his demise. It
is further undisputed that the
Plaintiffs’ loss of support commenced at the time of the demise
of the deceased, being 31
December 2005. The crisp issue for
determination as previously identified, is the amount of damages that
the Defendant is liable
to pay the Plaintiffs, with the view to
financially placing the dependants as far as practicably possible in
the same position
they would have been in had the deceased not been
killed. In other words, a determination is to be made with regard to
the loss
of past and future support of the deceased’s wife and
their two children.
[30]
In assessing the loss of support the following
considerations will be paramount:
(a) The deceased’s
income at the time of death and his probable career path;
(b) The portion of
the deceased’s income to be allocated for the loss of support
claim;
(c) The First
Plaintiff’s income to be allocated to the loss of support
claim;
(d) The age of
dependency in respect of the Second and Third Plaintiffs;
(e) Any remarriage
contingencies to be applied and
(f) General
Contingencies.
[31]
It
is trite that a court has a very wide discretion with regard to
contingencies. The court in
Smart
and Others v South African Railways and Harbours
[5]
applied the
guiding considerations considered in
Jameson’s
Minors v C.S.A.R
[6]
,
where the following was held:
‘…
the
difference between what the dependents of the deceased would now
enjoy if no compensation were awarded and what they may reasonably
be
expected to have enjoyed if the deceased had continued to live must
be a main factor in arriving at a determination. That involves
a
consideration in the first place of what source of income, if any,
has accrued to the dependents consequent on the death of the
deceased
which they did not have before.’
The
deceased’s income at the time of his death and probable career
path
[32]
Ms Sekepane, the First Plaintiff, Ms Roberts and Ms
Hendricks assisted with the collateral
information that Dr Swart used
to compile his reports. The evidence on record is that the
deceased was working at Het Bakhuys
at the time of his death, earning
R250 per day as confirmed by way of an Employer’s Certificate,
received into evidence as
Exhibit “A”. The
witnesses called by the Defendant, Ms Moeneebah Roberts and Ms Olivia
Hendricks also confirmed
that the deceased’s earnings as per
Exhibit “A”, is a true reflection of what the deceased
earned at the time
of his death.
[33]
According to Ms Sekepane, she assisted many of her
family members with employment and
speculated that she would have
been able to assist the deceased with employment at the places where
she worked. Ms Sekepane
confirmed that the plan was always to
secure a permanent position for the deceased as she had done for her
other family members.
Ms Sekepane foreshadowed that the deceased
would in all likelihood have followed her after she left the employ
of Het Bakhuys.
[34]
Ms Sekepane’s evidence, was furthermore
corroborated by Ms Roberts and Ms Hendricks
insofar as it relates to
the seasonal periods akin to the catering industry. In this regard,
it is apparent that casual workers
would work approximately 5 days a
week during the busier summer months and about 2 to 3 days per week
during the quieter winter
months.
[35]
It is manifest that Ms Roberts and Ms Hendricks are the
only remaining employees at Het
Bakhuys. Of seminal importance is the
fact that they conceded that casual staff, more often than not leave
for better remuneration.
It is noteworthy that both Ms Roberts and Ms
Hendricks lamented about their current income at Het Bakhuys which
was not on par
with what others are earning in similar positions at
other entities.
[36]
Dr Swart confirmed that he had established that at the
time of the demise of the deceased,
he was working at Het Bakhuys for
a period of 4 years from 2001 to 2004. Based on the collateral
information received, Dr Swart
stated that he accepted that the
deceased was earning R250 per day. According to Dr Swart, the
deceased would only have been employed
for a period of 8 months of
the year, if regard is to be had that the catering industry is
seasonal. He stated that the deceased
would have earned an income of
approximately R6000 per month as earlier stated, which accords with
the evidence of Ms Sekepane
who testified that the deceased had
earned between R5000 and R7000 per month. Dr Swart testified that in
his opinion, the deceased
would have at least earned a minimum salary
of R41 500 per annum during 2005.
[37]
During
the course of the trial, additional information came to hand
regarding the employment of the deceased, more particularly
at the
time when he was a police officer. Dr Swart was recalled and stated
that he had insight into the full personal file of the
deceased. The
deceased was employed as a Special Constable on 22 September 1990
until 26 July 1994 when he was dismissed. The deceased
was again
appointed in 24 November 1995 until 09 October 1996 as a Special
Constable. On 10 October 1996 until 09 March 1998 the
deceased was
appointed as a Constable. The deceased was on salary level 04 with
Notch of R30 396 per annum.
[7]
[38]
According to Dr Swart, based on the new information
received, he opined that the deceased
would have functioned at a
semi-skilled level. Dr Swart testified that he would be satisfied to
accept that the deceased would
have earned a lesser income, which
equates to what a Constable would have earned on level 4 during 2005
as confirmed by the
Quantum Yearbook
, marked Exhibit “B”.
Dr Swart demonstrated this conclusion in reference to the Quantum
Yearbook, 2005, where the following
was illuminated:
1.
Using the salary
scales for government departments, a Constable would have earned,
R49227 at level 4 per annum.
[8]
2.
According to the
approximate earnings levels table for non-government workers, a
semi-skilled worker would earn in the region R26
000 – R42 000
- R74 000 per annum.
[9]
3.
In terms of the
earning scales for Paterson grades, semi-skilled workers would earn a
basic salary of between R41300 – R54800
per year.
[10]
[39]
According to Dr Swart, it would be unlikely that the
deceased would have remained at semi-skilled
level. The deceased
would have been 34 years old in 2005 and his projected retirement age
is 65 years. The deceased after leaving
the police force, entered the
labour market. Dr Swart also projected that the deceased’s
career would have plateaued at the
age of 45 years at which stage it
would be foreshadowed that he would have featured on an
upper-semi-skilled level.
[40]
Dr Swart opined that the deceased would have at least
progressed to the Upper Quartile
semi-skilled level, earning R218 000
per annum as per the 2024 values at the age of 45 years and that he
would thereafter
have earned an income on a similar level but with
increases as per earning inflation up until the retirement age of 65
years. In
considering the current earning guidelines, the
Quantum
Yearbook
, 2024 “Exhibit “C”, was referenced
where the following was highlighted in support:
1.
The earnings of
non-corporate workers on a semi-skilled basis, earned between R83 000
and R218 000 per annum (Median Upper
Quartile), which equates to
an amount of R150 000 per annum on average.
[11]
2.
The starting
salary of a constable, based on salary scales for government
employees would be in the region of R216 033 to R262 707;
[12]
bearing in mind that the deceased at the time of his dismissal was at
level 4.
[41]
The Defendant challenged Dr Swart’s findings on
various grounds which included the
scope of what he did at Het
Bakhuys. It was put to Dr Swart during cross-examination, that there
is no job description of a kitchen
hand and suggested that a kitchen
hand is essentially nothing other than “a glorified labourer”.
The Defendant, relying
on the evidence of Ms Roberts and Ms
Hendricks, argued that the deceased was never a chef, never cooked,
but helped peel potatoes
and onions and cleaned the scullery. It
was furthermore highlighted that the evidence of Ms Roberts and Ms
Hendricks contradicted
the evidence of Ms Sekepane who testified that
the deceased would have worked 5 days per week for 8 months of the
year.
[42]
The Defendant also challenged the calculation by Dr
Swart and proposed that a mathematical
calculation be applied to
determine what the deceased’s income would have been, based on
Dr Swart’s report that the
deceased would have earned R250 per
day as a casual employee, working 5 days per week during summer and 3
to 4 days per week in
winter. In this regard, it was suggested that
the following calculation be applied:
‘
5. If
one takes a month comprising 22 working days even working for a full
summer month this translates to R5 500.00
per month. In (sic)
one takes a winter month where the deceased would have worked 3 to 4
days per week and one takes
t
days per week instead of 3, one arrives
at a figure of R4 500.00 per month.
6.
If one favourably splits the year into 2 being 6 months of winter and
6 months of summer, based on the above
the deceased would have
earned:
6 x R5 000.00 (Summer)
6 x R4 500.00
(Winter)
Total: R57 000.00
÷ 12 months = R4 750.00 per month’
[13]
[43]
It
was furthermore contended that Dr Swart offered no explanation as to
how he arrives at his calculation that the deceased earned
“
at
least R6000.00 – R7 000.00 per month”
[14]
.
It
was further mooted that whilst the difference appears small, once
actuarially calculated the difference is significant.
[44]
Inconsistencies in Dr Swart’s reports were raised
by the Defendant. In this regard
the following was contended
referring to the report dated 12 October 2021:
‘
Here he reports
at p 4 that the deceased “was a very good chef” and
further down the same page reports that the deceased
worked “3½
days for 4 months of the year and 5 days per week for the remaining 8
months of the years (sic)”.
The relevance hereof is that in his
previous report alluded to above the deceased only worked 5 days per
month during the summer
months which was just over a year increased
inexplicably. However, even more curiously, despite this dramatic
increase in working
time, her still at p 5 reports the deceased as
earning “at least R6 000.0(sic) – R7 000.00 per
month. This too
is inexplicable…’
[15]
[45]
Furthermore, Counsel for the Defendant challenged Dr
Swart’s prognosis that the
deceased would have reached a
semi-skill level. This contention is based on the evidence that Mrs
Hendricks commenced working at
the same place as the deceased prior
to him working there; that she is still currently employed there in
her capacity as a cook
and still earns an amount of R250 per day,
approximately 23 years later. In further amplification, it contended
that the court
is to consider that Mrs Hendricks has a clean record
and was never dismissed form her employ, as was the case with the
deceased
when he was employed as a police officer.
[46]
In
addition, Counsel for the Defendant requested that the Court
considers the concession made by Dr Swart that unemployment in South
Africa is currently running at 40%. Counsel for the Defendant argued
that the “deceased’s meteoric rise in income in
the
labour market as forecast by Dr Swart is what he termed as a leap of
faith.”
[16]
[47]
It
was furthermore argued that the evidence of the Ms Sekepane regarding
the deceased’s postmorbid career path is to be cautiously
approached and as her testimony does not serve as a basis for
contending that the deceased was an exceptional performer in his
socio-economic category.
[17]
[48]
Counsel for the Defendant submitted that the Court is to
adopt a common-sense approach
when determining the deceased’s
career path, considering the socio-economic conditions at the time,
the lack of the deceased’s
formal qualifications, his
employment record with SAPS as well as the current employment
circumstances of Ms Roberts and Ms Hendricks.
[49]
The Defendant did not call its expert, Dr Crous to
testify, but attempted to place reliance
on the findings of Dr Crous
in its Heads of Argument. Counsel for the Plaintiff argued that
because the evidence of Dr Crous was
not led, the court cannot have
regard to his report or the submissions made insofar as it relates to
the report compiled by him.
It was argued by Counsel for the
Defendant that the Court does not give up its duty to consider the
basis of the conclusions reached
by Dr Crous. Even if the Court is to
have regard to the report by Dr Crous, some of his findings which
differ to that of Dr Swart,
could not be tested or challenged through
cross-examination.
[50]
To suggest that the deceased would have been or should
be assessed on the same level as
Ms Roberts and Ms Hendricks is, in
my view, a blinkered approach as their circumstances are unique. On
their own evidence, many
casual employees have come and gone, mostly
seeking greener pastures financially. Their decision to stay at Het
Bakhuys is a personal
choice, based on their own unique circumstances
and considerations.
[51]
It
is trite that a Court is not bound to accept an expert’s
evidence and is free to reject it and to decide for itself where
the
expert’s evidence is not of “appreciable help”.
[18]
However, this court, cannot find any persuasive reason why the expert
opinion of Dr Swart should not be followed. This court having
regard
to the evidence of the expert witness Dr Swart, is enjoined to
consider this matter on a balance of probabilities, which
includes
the evidence in its entirety. Dr Swart places reliance on an
assessment on a non-corporate level. I am satisfied
that Dr Swart
considered the necessary factors to support his conclusion that the
deceased would have been employed at a semi-skilled
level, which in
my view was reasonable and properly considered.
[52]
Having regard to the evidence in its entirety, in the
exercise of my discretion, I am
of the view, based on the balance of
probabilities, that the deceased’s income and probable career
path would have been as
follows:
(a) The deceased
would have earned R41 500 per annum as at 31 December 2005;
(b) The deceased’s
income would have progressed to a current amount of R150 000 per
annum as per the 2024 values;
(c) The
deceased’s income would have progressed to an income of
R218 000 per annum as per the 2024 levels
at the age of 45
years;
(d) Increases would
have been coupled with earnings inflation and that
(e) The deceased
would have retired at the age of 65 years.
The
portion of the deceased’s income to be allocated for the loss
of support claim
[53]
It
is not in dispute that the deceased was the breadwinner. It is
generally accepted that the total income of the breadwinner is
to be
apportioned between the family members. It is trite that the
allocation will be dependent on the facts of each case.
[19]
[54]
It was contended that one-half of the deceased’s
income should be allocated to the
First Plaintiff and the other half
to the Second and Third Plaintiffs proportionately; in other words,
25% for each of the children.
There is nothing on record to persuade
the Court why this allocation would not be fair, reasonable and
equitable and as such, the
proposed allocation, in my view ought to
be followed.
The
First Plaintiff’s income to be allocated to the loss of support
claim
[55]
In
Ongevallekommissaris
v Santam Verseekeringsmaatskapy Bpk
[20]
Vieyra J it was held that:
‘
What
a wife loses as a result of the death of her husband is the support
which the deceased would have been able to afford and would
probably
have afforded his wife had he not been killed (cf. Hulley v Cox,
supra at pp 213-214. It derives from the marital relationship.’
[21]
[56]
Dr
Swart, referring to his report, stated that at the time of the
deceased’s passing, the First Plaintiff worked at J &
M
Cleaning Services. She left the employ in 2009. At the time when he
interviewed the First Plaintiff could not recall what her
income was
at the time. He opined that had she still been employed as a cleaner,
she would have earned approximately R4500 per
month. In 2010 she
commenced volunteer work and is still employed in this capacity where
she earns R2400 per month.
[22]
He explained, how he was able to derive at his projection using the
Koch
Quantum
YearBook
,
which set out the earnings guidelines for the year 2005.
[23]
[57]
Dr
Swart went on to explain what factors he had considered to form an
opinion regarding the First Plaintiff’s post traumatic
income.
He also indicated that the First Plaintiff augmented her income by
rendering cooking services to Eliso Care Society.
[24]
[58]
The First Plaintiff testified that at the time of her
husband’s death, she was earning
approximately R1350 per month.
Dr Swart proposed that the amount of R1667 per month be utilised for
the calculation, which would
be in line with the income stream of a
Cleaner at the time of the deceased’s demise. In augmentation
hereof, Dr Swart referenced
Exhibit “B”.
[59]
Although Dr Swart based his calculation on the earnings
guideline for the year 2005, it
is my view that the best evidence
approach should be adopted, which is the
viva voce
evidence of
the First Plaintiff who testified that she was earning approximately
R1350 per month. Therefore, in the exercise of
my discretion, it is
my view that the amount as per the testimony of Mrs Tekete is to be
accepted.
The
age of dependency in respect of the Second and Third Plaintiffs
[60]
The
First Plaintiff testified that the Second and Third Plaintiffs were
still residing with her. According to the First Plaintiff,
the Third
Plaintiff is currently 20 years old and still financially dependent
on her. Dr Swart orated that the Second Plaintiff
is unemployed and
did not progress beyond grade 11.
[25]
According to Mrs Tekete, both children did not finish school. Dr
Swart also confirmed that he made provision in his calculation
in
respect of the children up until the age of 18 years. This is one of
the issues on which both Dr Swart and Dr Crous agreed on
as contained
in the joint expert report.
[61]
Counsel for the Plaintiff argued that young people are more dependent
on their parents these days contending
that the Court should adopt a
fair and reasonable approach and rule that the dependency age of the
Second and Third Plaintiffs
is to be set at 21 years.
[62]
It is the Defendant’s contention that the Second
and Third Plaintiffs are both adults.
It was submitted that in light
of the fact that neither of them was called to testify regarding
their dependency age, the age of
dependency should be 18 years, which
is the age of majority.
[63]
In
Mfomadi
and Another v Road Accident Fund
[26]
it was held that:
‘
A
parent's duty to support a child does not cease when the child
reaches a particular age but it usually does so when the child
becomes self-supporting. Majority is not the determining factor (see
Smith v Smith).’
[64]
Hulley
v Cox
[27]
refers
to the possibility of a dependant becoming “self-supporting.”
In
Kekana
Tshegofatso obo Motshwaede Mmapula Lorraine Vs. Road Accident
Fund
[28]
it
was pointed out that:
‘…
all
the facts of the matter must play a role in reaching a just and
equitable decision.
[29]
Measuring
compensation for loss of support is an exercise of judicial
discretion in the interest of justice, taking into account
the
difference between the current position and the position that the
minor child would have been in, had the deceased not died.
[30]
[65]
This court is ever mindful that it
is to reach a just and equitable decision. In doing so, this court is
to have regard to the evidence
currently on record. The Second and
Third Defendants did not testify. Inasmuch as this court is to have
regard to the fact that
the
deceased would still have been in
a position to support the Plaintiffs financially up until the age of
21 years, had it not been
for his demise, there is not much
information on record regarding the Second and Third Defendants for
the Court to conclude that
the age of dependency ought to be 21
years.
[66]
Therefore,
based on Dr Swart’s expert opinion, in the exercise of my
discretion, I find that it would be reasonable that t
he
Second and Third Plaintiffs’ dependency age is to be set at 18
years.
Any
remarriage contingencies to be applied
[67]
It
is trite that our jurisprudence recognises two types of
contingencies, namely, a general contingency for the vicissitudes of
life and an additional contingency for the possibility of remarriage
or re-partnering.
[31]
The
Plaintiff is, at the time of writing this judgment, currently 56
years old. The evidence on record is that she has not remarried.
[68]
In
Peri-Urban
Areas Health Board v Munarin
[32]
it was held that:
‘
A widow is
therefore entitled to compensation for loss of maintenance consequent
upon the death of her husband, but any pecuniary
benefits, similarly
consequent, must be taken into account. To suggest that she is
obliged to mitigate her damages by finding employment
is to mistake
the nature of her loss. What she has lost is a right – the
right of support. She cannot be required to mitigate
that loss by
incurring the duty of supporting herself. If she does obtain
employment, it is more appropriate to regard her earnings
as being
the product of her own work than as consequent upon her husband’s
death. Marriage prospects are relevant because
marriage would
reinstate her right of support…’
[69]
In
Ongevallekommissaris
v Santam Bpk
[33]
it was held that:
‘
In
South Africa the contingency of remarriage is usually taken into
account. If the purpose of an award for damages for loss of
support
if borne in mind the possibility of the plaintiff remarrying is a
very real consideration. The possibility of a young widow
remarrying
shortly after the death of her husband and receiving damages for loss
of support calculated over a period of 40 years
is completely
unrealistic. Allowing for the contingency is obviously realistic.
[Hulley v Cox
1923 AD 234
at 244]’
[34]
[70]
The
various approaches provide useful guidance in terms of the
development of the jurisprudence on the application of contingencies.
The “attributes approach” takes into consideration a
general contingency for the vicissitudes of life and an additional
contingency that considers the individual claimant’s prospects
of remarriage or re-partnering which may be financially
beneficial.
[35]
[71]
The
“actuarial calculation approach” is based on generalised
statistical norms to determine the financial implications
occasioned
by the possible reacquisition of remarriage or re-partnering.
[36]
The “actuarial calculation approach” applies both a
general contingency for the vicissitudes of life and an additional
contingency based on actuarial statistical normative calculations.
The actuarial normative standards have been criticised in
LD
v Road Accident Fund
[37]
because
of outdated data statistics and adopted the approach applied by the
Australian court:
‘
Unless
the facts of a particular case clearly demonstrate that a higher than
normal, and, special contingency for remarriage is
to be deducted,
such further contingency ought not to be deducted.’
[38]
[72]
Having
regard to the age of the First Plaintiff, I am of the view that it is
unlikely that she will remarry in the future and as
such, do not deem
it necessary to consider a remarriage contingency.
General Contingencies
[73]
The
“one general contingency approach”, applied by the court
in
MV
and Others v Road Accident Fund
[39]
applies
only one contingency for the general vicissitudes of life except
where the facts clearly demonstrate a higher than normal,
special
contingency for remarriage or re-partnering.
‘
In
considering the aspect of remarriage, I am of the view that there are
no special circumstances to warrant a further deduction.
Remarriage
is part of the vicissitudes of life and should not be considered
separately in this case.’
[74]
The
“one general contingency approach” applies only one
contingency for the general vicissitudes of life except where
the
facts clearly demonstrate a higher than normal, special contingency
for remarriage or re-partnering.
There
appears to be no guidelines as to what factors constitute special
circumstances. In my view, a Court ought to be guided by
the unique
facts of each case as a one size fits all approach would be too rigid
and unrealistic.
[75]
In
RAF v
Kerridge
[40]
it was held that:
‘
Some general
rules have been established in regard to contingency deductions, one
being the age of a claimant. The younger a claimant,
the more time he
or she has to fall prey to vicissitudes and imponderables of life.
These are impossible to enumerate but as regards
future loss of
earnings, they include inter alia, a downturn in the economy leading
to reduction in salary, retrenchment, unemployment,
ill-health,
death, and the myriad of events that may occur in one’s
everyday life. The longer the remaining working life
of a claimant,
the more likely the possibility of an unforeseen event impacting on
the assumed trajectory of his or her remaining
career. Bearing this
in mind, courts have, in a pre-morbid scenario, generally awarded
higher contingencies, the younger the age
of a claimant. This Court,
in Quedes, relying on Koch’s Quantum YearBook 2004, found
[that] the appropriate pre-morbid contingency
for a young man of 26
years was 20% which would decrease on a sliding scale as the claimant
got older. This, of course, depends
on the specific circumstances of
each case but it is a convenient starting point.’
[76]
Robert J Koch in
The Quantum YearBook
2024,
regards the sliding scale as half (½) per cent contingency
deduction per year to retirement age which equates to 25%
for a
child, 20% for a youth, and 10% in the middle age. According to Koch,
deductions of 5% for past loss and 15% for future loss,
remain the
so-called “normal contingencies”.
[77]
Based on these guidelines, the Plaintiffs proposed that
general contingency deductions
of 5% for past loss of support and 10%
for future loss of support would be appropriate. After careful
consideration I am of the
view that the Plaintiffs’ proposal,
based on Dr Swart’s expert opinion, regarding the contingencies
appear to be fair
and reasonable.
Costs
[78]
At the outset of the hearing the Court’s attention
was drawn to the fact that the
Plaintiffs had previously provided the
Defendant with a Calderbank Offer. It was submitted that the said
offer will be disclosed
to the Court, if so required, following the
judgment in this matter. The Plaintiffs indicated that argument will
be presented,
in the event that the amount awarded by the Court is in
excess of the Calderbank Offer, to motivate why the Plaintiffs would
be
entitled to costs on the attorney and client scale as from when
the Calderbank Offer was served on the Defendant.
[79]
Both parties addressed the court on the issue of costs.
However, in light of the fact
that this matter has not yet reached
its conclusion and in light of the fact that the Court has not made a
final determination
on the issue of quantum, it is my view that the
issue of costs is to be held over for later determination. The
parties will be
afforded an opportunity make final submissions on the
issue of costs as the previous addresses on costs did not deal with
the amended
Rule 67A considerations.
Order
[80]
In the result, the following order is made:
1.
The matter is adjourned sine die;
2.
The Court directs the parties to instruct ARCH Actuarial Consulting
CC to calculate the loss of support
in respect of the First, Second
and Third Plaintiffs on the following terms:
(a)
That the Plaintiffs were dependent on the deceased’s income at
the time of his death on 31 December
2005;
(b) The
Plaintiffs’ dates of birth are:
(i)
First Plaintiff:
29 April 1968;
(ii)
Second Plaintiff:
16 October 1995;
(iii)
Third Plaintiff:
23 May 2003.
(c)
The deceased’s income and probable career path would have been
as follows:
(i)
The deceased would have earned R41 500 per annum as at 31
December 2005;
(ii)
The deceased’s income would have progressed to a current amount
of R150 000
per annum as per the 2024 values;
(iii)
The deceased’s income would have progressed to an income of
R218 000 per annum as
per the 2024 levels at the age of 45
years;
(iv)
Increases would have been coupled with earnings inflation;
(v)
The deceased would have retired at the age of 65 years.
(d) The
First Plaintiff’s income at the time of the deceased’s
death is determined to be R1350 per
month.
(e) The
Second and Third Plaintiffs’ dependency age is determined to be
18 years;
(f)
General contingencies of 5% for past loss of support and 10% for
future loss of support are to
be applied;
3.
The matter is to be re-enrolled upon receipt of the actuarial report
to
deal with the remaining issues on quantum and costs;
4.
Costs are to stand over for later determination.
ANDREWS,
AJ
APPEARANCES:
Counsel
for the Applicant:
Advocate
E Benade
Instructed
by:
Lester
and Associates
Counsel
for the Respondent:
Advocate
Van J van der Schyff
Instructed
by:
The
State Attorney
Heard
on:
23
and 30 November 2023; 13 and 14 March 2024; 17 and 22 April 2024
Delivered:
07
May 2024 – This judgment was handed down electronically by
circulation to the parties’ representatives by email.
[1]
Dr Swart Report,
para 10 pages 100 – 101.
[2]
Dr Swart Report,
para 3, page 111.
[3]
Joint Minute,
pages 204 – 2017.
[4]
Exhibit “A”.
[5]
At
page 363.
[6]
1908
TS 575
[7]
Index, page 39A.
[8]
Exhibit “B”,
page 106.
[9]
Exhibit “B”,
page 107.
[10]
Exhibit “B”,
page 108.
[11]
Exhibit “C”,
page 131.
[12]
Exhibit “C”,
page 132.
[13]
Defendant’s
Heads of Argument, paras 5 – 6, page 2.
[14]
Dr.
H Swart Report, dated 20 August 2020, page 11.
[15]
Defendant’s
Heads of Argument, para 11.
[16]
Defendant’s
Heads of Argument, para 17, page 5.
[17]
Defendant’s
Heads of Argument, paras 20.1 – 20.2, page 7.
[18]
Gentiruco
AG v Firestone SA (Pty) Ltd
1972
(1) SA 589
(A) at 616H;
Michael
and Another v Linksfield Park Clinic (Pty) Ltd
2001
(3) SA 1188
(SCA) at para 37.
[19]
Smart
v SAR & H (
1928)
49 NPD 361.
[20]
Ongevallekommissaris
v Santam Verseekeringsmaatskapy Bpk
1965
(2) SA 193
(T).
[21]
At
205H.
[22]
Dr Swart Report,
para 7.1 pages 96 – 97.
[23]
Koch RJ ‘
The
Quantum
Yearbook
’
,
page 106 – 109.
[24]
Dr Swart Report,
para 5 page 121.
[25]
Dr Swart Report,
para 7.2 page 97.
[26]
(34221/06)
[2012] ZAGPPHC 152 (3 August 2012) at para 30.
[27]
Hulley
v Cox
1923
AD 234
at 244 ‘
A
father for instance would cease to maintain a son who became
self-supporting, or a daughter who married; and allowance
would
have to be made for those contingencies in assessing compensation.’
[28]
(Case
No: 2019/26724) [2023] ZAGPJHC 495 (16 May 2023) at para 36.
[29]
Protea
Assurance Co Ltd v Lamb
1971
(1) SA 530
(A) at 535.
[30]
RAF
v Monani
2009
(4) SA 327
(SCA) at paras 2-6
[31]
Kekana
Tshegofatso obo Motshwaede Mmapula Lorraine Vs. Road Accident Fund
(supra),
para
59.
[32]
1965
(3) SA 367
at 376.
[33]
Ongevallekommissaris
v Santam Bpk
[1998] ZASCA 93
;
1999
(1) SA 251
(SCA).
[34]
See
also
Members
of the Executive Council Responsible, for the Department of Road and
Public Works, North West Province v Oosthuizen
A671/07)
(2009) ZAGPPHC 16 (2 April 2009) at para 45.
[35]
Peri-Urban
Areas Health Board v Munarin
1965
(3) SA 367
(A) at p.376;
Constantia
Versekeringsmaatskappy Bpk v Victor NO
1986
(1) SA 601(A)
at 615A
and
YK
v Road Accident Fund
[2020]
JOL 46847
(FB) at para 44.
[36]
Esterhuizen
and Others v Road Accident Fund
2017
(4) SA 461
(GP) (6 December 2016).
[37]
(14606/2016)
[2018] ZAGPPHC 181 (5 February 2018) paras 33-35.
[38]
At
para 37.
[39]
(1705/2017)
[2019] ZAFSHC 131
(25 July 2019) at para 14.
[40]
2019
(2) SA 233
(SCA) at para 44.
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