Case Law[2024] ZAWCHC 185South Africa
VT v NK (21530/2016) [2024] ZAWCHC 185 (28 May 2024)
High Court of South Africa (Western Cape Division)
28 May 2024
Headnotes
a valid customary marriage was concluded between the Plaintiff and the Defendant in July 2012 and that a marriage in community of
Judgment
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# South Africa: Western Cape High Court, Cape Town
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## VT v NK (21530/2016) [2024] ZAWCHC 185 (28 May 2024)
VT v NK (21530/2016) [2024] ZAWCHC 185 (28 May 2024)
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sino date 28 May 2024
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personal/private details of parties or witnesses have been
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REPUBLIC
OF SOUTH AFRICA
IN
THE HIGH COURT OF SOUTH AFRICA
(WESTERN
CAPE DIVISION, CAPE TOWN)
Before: Acting
Justice N Bawa
Date of hearing:
18 March 2024
Judgment
delivered electronically: 28 May 2024
Case
No:
21530/2016
In the matter between:
V[….]
A[….]
T[….]
Plaintiff
and
N[….]
S[….]
K[…]
Respondent
JUDGMENT
BAWA AJ:
# A.
Introduction
A.
Introduction
[1]
This is an
acrimonious divorce action. Plaintiff instituted divorce
proceedings in November 2016 seeking a decree of
divorce and
extensive ancillary proprietary relief.
[2]
The action was
opposed. It was initially set down for trial on 15 March 2021.
The Defendant denied both the
existence of a valid marriage and
subsequently also the paternity of the aforesaid minor child, YH,
(“
the
minor child
”).
A paternity test confirmed that the Defendant was indeed the father
of the minor child.
[3]
The issue of the
existence of the marriage was resolved in
Tshongweni
v Kwankwa
(21530/2016)
[2021] ZAWCHC 126
(9 July 2021) (“
the
first judgment
”). The Court
held that a valid
customary marriage was concluded between the Plaintiff and the
Defendant in July 2012 and that a marriage in community of
property still subsists. Leave to appeal was refused. Leave
sought from both the Supreme Court of Appeal and Constitutional
Court
was similarly unsuccessful.
[4]
The parties filed a statement of agreed
facts, wherein,
inter alia
,
the following was agreed:
4.1.
The parties were married during July 2012
in Mnqaba Village, Eastern Cape – in terms of customary law,
such marriage
still subsists.
4.2.
There is one minor child born, age 16.
4.3.
The Defendant is currently liable to pay
maintenance of R8 000 granted pursuant to an order in the
Rule 43
pendente lite
.
The parties’ marriage has broken down irretrievably and there
is no prospect of reconciliation as they have been separated
for over
9 years. An order of divorce may be granted by agreement.
4.4.
The main issue of dispute is the division
of the joint estate in accordance with the marital regime and
maintenance.
4.4.1.
The Defendant seeks forfeiture and denies
he is liable for any maintenance.
4.4.2.
The Defendant bears the burden to begin
herein.
[5]
The dispute was identified in the statement
of agreed facts as follows:
“
The
Plaintiff proffered that on pleadings there are no triable issues and
the only order that may be granted by the Court is division
of joint
estate.
The Defendant persists
with court hearing the matter that the Plaintiff forfeits the marital
benefits arising out of the marriage.”
[6]
The
Defendant appeared to accept that he had the burden to begin on what
appears to be all the aforestated issues. It is so
that 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.
Based on the relief sought, both parties sought
forfeiture to some
degree. It is trite that the person who claims must prove.
[1]
[7]
This matter has a
protracted and somewhat bitter history, and it serves the interest of
both parties and the affected minor child
that it be finally
resolved. In my view there was sufficient evidence obtained
during the hearing to determine all the unresolved
disputed.
Both the Plaintiff and the Defendant gave oral evidence.
[8]
The issues arising for decision are:
8.1.
The decree of divorce;
8.2.
Parental plan;
8.3.
Spousal maintenance;
8.4.
Child maintenance;
8.5.
Forfeiture in favour of the Defendant
against Plaintiff in relation to the Defendant’s pension;
8.6.
Forfeiture in favour of the Plaintiff
against Defendant in relation to the property she currently resides
in, Erf 3[…], Mandalay
(the Montclair property”); and
8.7.
Costs.
[9]
For the sake of
completeness, I record that in relation to moveable property and
motor vehicles the parties agreed that each retained
what is in their
respective possession as his or her sole and exclusive property. The
evidence was that the Plaintiff no longer
had her BMW320d but is
currently paying a monthly instalment in the amount of R6 710 on
a new vehicle, together with other
expenses attendant thereto like
insurance and a car tracker. Counsel for the Defendant,
Adv Busakwe, submitted from
the bar that the Defendant has sold
his vehicles. In light of the parties’ agreement in
relation to motor vehicles,
the allegation that the Defendant claims
to no longer have a motor vehicle, and yet appears to continue to pay
for a car tracker,
need not concern this Court any further.
# B.
Pleadings before Court
B.
Pleadings before Court
[10]
Included in the
pleadings bundle before Court stamped 8 March 2024, is an amended
Particulars of Claim dated 25 May 2022 and an
amended Plea dated 8
November 2023. In the court file is a Notice of Amendment dated
15 March 2024 in which the Plaintiff
seeks 50% of the Defendant’s
pension interest in the pension fund administered by Alexander
Forbes. Despite the notice,
this amendment was not effected to
her Particulars of Claim, but for reasons set out below I need deal
no further with it.
[11]
At
the tail end of his argument, Plaintiff’s counsel, Mr Dzakwa,
without foreshadowing it anywhere else, raised opposition
to the
forfeiture sought by the Defendant. The objection was that
whilst the Defendant had filed a Notice of Intention to
amend his
plea seeking forfeiture of patrimonial benefits under section 9 of
the Divorce Act 70 of 1979 (“the
Divorce Act&rdquo
;), not all
the amendments contained in the Notice of Amendment were not
made to his Plea and as such not pleaded, though
the prayer for
forfeiture was included in the amended Plea.
[2]
[12]
In essence, what
transpired is that whilst the Defendant filed a Notice to amend his
plea dated 6 November 2023, the amendments
to paragraph 6 and 10 of
the Plea were never effected. Only the amendment to paragraph
11 as foreshadowed in the Notice was
made. This related, inter alia,
to the Defendant’s date of separation in relation to which oral
evidence was led. Further
it contained reasons on which the Defendant
sought forfeiture of the benefits in his favour in relation to his
pension and leave
gratuity and referred to the short duration of the
marriage; the Plaintiff’s lack of financial contribution to the
joint
estate; the circumstances of the breakdown of the marriage;
that the Plaintiff resides at Montclair property solely funded by the
Defendant and that the Plaintiff has no moral entitlement thereto.
[13]
I requested that both
counsel submit a written note dealing with the implications hereof.
This was to afford the Defendant’s
counsel an opportunity to
deal with this belated submission. Despite raising this, the
Plaintiff’s counsel in his written
submissions simply set out
the trite law of amendments submitting that the Court should exercise
a discretion and decide whether
to “
allow
or reject the defective (does not follow notice of amendment) amended
plea.”.
This
submission takes the matter no further as it does not address the
point raised in oral argument i.e. that forfeiture was not
pleaded in
the main in the Plea albeit that it is sought in the relief sought
(purportedly limited to the forfeiture of his pension),
and as such
the Defendant is not entitled to seek forfeiture in relation to the
pension and properties in the joint estate, as
no grounds were
pleaded.
[14]
In the note filed by
the Defendant’s counsel, Ms Busakwe, she too does not deal
pertinently with the issue raised, instead
agreeing with Mr Dzakwa’s
note. However, she draws the Court’s attention to the
following paragraph:
“
‘
It
is so, however, that a court must always be cautious about deciding
probabilities in the face of conflicts of fact in affidavits.
Affidavits are settled by legal advisors with varying degrees of
experience, skill and diligence, and a litigant should not pay
the
price for an advisors shortcomings.”
[3]
[15]
The note further refers to the law on
resolving disputes of facts in civil matters which is also not
relevant to the question on
hand. Apparent from this note is a
submission that the amendment was not made to the Defendant’s
plea because of an
“
omission
caused by its (sic) legal advisors”
[16]
Despite this being raised and despite such
amendments being permissible up to any point before judgment, the
Defendant’s legal
representatives still failed to make the
amendment. This could readily have been done overnight.
It remains inexplicable
that no attempt was made to file such amended
Plea.
[17]
However, given the Defendant’s oral
evidence in relation to the grounds on which he sought forfeiture and
giving evidence
on why he opposed the forfeiture sought by the
Plaintiff, as set out below I have decided that it would be just and
equitable to
decide the matter on the basis of the pleadings as
contained in the pleadings bundle before the Court.
# C.
The Divorce decree
C.
The Divorce decree
[18]
In the statement of
agreed facts and confirmed in the oral evidence of the parties, the
Plaintiff and Defendant are agreed that
the marriage has
irretrievably broken down and that there is no reasonable prospect of
reconciliation. They have already
lived separately for at least
nine years. There is no impediment to the granting of a decree of
divorce.
# D.
The Parental plan
D.
The Parental plan
[19]
The minor child
resides with the Plaintiff. It emerged from the evidence of the
Plaintiff that the relationship between the
minor child and the
Defendant had broken down primarily due to the Defendant having
disputed his paternity. Despite having
done so, and having been
proven wrong, it was not the Defendant’s position that he did
not want to have a parental relationship
with the minor child or that
the Plaintiff was hindering his parental access.
[20]
No evidence was led
before me in relation to the parental plan and what precisely was
implementable and no effort had been made
to update the draft
attached to the Plaintiff’s particulars of claim.
I was informed that given the Defendant’s
work schedule, the
draft parental plan attached to the particulars of claim had not been
agreed to as he could not comply.
Moreover, that it did not
provide for the minor child to overnight with the Defendant. At
the time it was prepared the minor
child was nine years old.
She is now approximately 17 years old and likely able to decide
whether she would wish to
spend time with the Defendant and/or to
overnight with him. I directed that counsel assist their
respective clients
in revising the parental plan. I was emailed
a copy of an unsigned parental plan and informed by the Plaintiff’s
counsel
that it had been agreed to. Subsequently, a signed
parental plan was provided.
As
the signed parental plan did not have the stamp of the Office of the
Family Advocate affixed thereto, I caused the signed parental
plan to
be provided to the Office of the Family Advocate. A stamped
copy was returned by the Office of the Family Advocate,
indicating
that there were no concerns in respect thereof. A copy of the
signed parental plan was put in the court file,
together with the
correspondence from the Office of the Family Advocate. The
Court is so satisfied that the parental plan
serves the best
interests of the minor child and should be implemented.
# E.
Spousal maintenance
E.
Spousal maintenance
[21]
Under the
Rule 43
order, which I was informed from the Bar, was obtained in 2017 (per
order of Saldanha J) the Defendant was ordered to pay
an amount
of R8 000 per month for child and spousal maintenance.
Payments hereof were not always made timeously and
in 2019 the
Plaintiff obtained a writ pursuant to which the Defendant paid
outstanding spousal and child maintenance in the amount
of R193 000.
There was no evidence before the Court that the R8 000 had not
been paid for 2020 – 2023.
The evidence was that it had
not been paid for one month thereof but that no payment had been made
in 2024 (the last payment having
been made in December 2023).
[22]
The
application of
section 7(2)
of the
Divorce Act requires
a
balanced
assessment of maintenance needs and ability to pay. The
starting point is the existing and prospective means of the
Plaintiff
and her earning capacity, because, if she has the ability to support
herself, she is not entitled to maintenance from
the Defendant.
[4]
[23]
The Defendant’s
evidence was that he was not in a position to pay R8 000 a month
and that he had five other children
that he also maintained,
including paying for their tertiary education. He testified
that he paid R4 000 in relation
to each of the other children.
This was not placed disputed by the Plaintiff. Mr Dzakwa,
acting on behalf of the
Plaintiff, challenged the Defendant’s
version in general terms based on the contents of his affidavit
deposed to in 2017
in the
Rule 43
proceedings. This
affidavit was not provided, nor were specific allegations made with
reference to any particular paragraphs
therein. Instead, he
sought to challenge the Defendant’s version by pointing to an
absence of a
Rule 43(6)
application, alleging that the Defendant
had not sought to amend the order made in the
Rule 43
proceedings. The inference sought to be drawn appeared to be
that had he not been in a position to pay he would have sought
to
amend the order. The Defendant’s evidence was that he had
several times instructed his legal representatives to
do so.
This was not taken any further.
[24]
Given the evidence
put before the Court of the Defendant’s current financial
commitments and debts, as well as the Plaintiff’s
current
income, there appears to be no basis on which the Defendant should
continue to pay spousal support. This is not a
case where the
Plaintiff is indigent and unable to support herself, and the
Defendant holds all the purse strings.
[25]
Moreover, on the
Plaintiff’s own evidence, save for the payment of her petrol,
it was not the case that the Defendant has
assumed the role of
supporting the Plaintiff during the short period when they lived
together as husband and wife. The Plaintiff
at all material
times remained employed. I was not told what the Plaintiff had
been earning in 2017, when the Court ordered
spousal maintenance or
on which basis it had been granted. However, the evidence
placed before this Court is that the Plaintiff
currently earns a
gross salary of R37 707.85 (net R33 782.61). Given
the evidence presented
to
the Court, including the parties’ existing and prospective
means and their financial needs and obligations and respective
earning capacities , coupled with the duration of which they actually
resided together in a joint household being far less than
their years
of separation, I find no justification for granting an order now that
the Defendant is to pay spousal maintenance to
the Plaintiff until
her death or until she remarries.
[26]
In
EH
v SH
2012
(4) SA164 (SCA) at para [13]
, the
court held that:
‘
the
person claiming maintenance must establish a need to be supported. If
no such need is established, it would not be “just”
as
required by this section for a maintenance order to be issued’.
[27]
The Plaintiff has
failed to establish such need and the relief for spousal support as
sought in prayer (d) of the Plaintiff’s
particulars of
claim is refused.
# F.
Child maintenance
F.
Child maintenance
[28]
The Defendant also
has five other children – four of whom are older than the
Plaintiff’s minor child, and one younger.
The Defendant’s
evidence was that three of these other children are pursuing tertiary
education. One remains at High
School and that he pays for
their education. No evidence was led in relation to the
remaining child’s education.
[29]
As far as child
support is concerned, it was not the Defendant’s evidence that
he did not have maintenance obligations to
the minor child but that
he was unable to continuing paying R8 000 (being the amount
currently being paid in relation to both
child and spousal
maintenance) to the Plaintiff. Though this amount had not
increased since 2017, the Defendant sought to
have the amount
reduced. He attributed the fact that he was in arrears to his
juggling among various debt obligations, testifying
that he was
simply unable to pay the Plaintiff an amount of R8 000.
[30]
The Defendant earns a
net of R58 970. He testified that he was paying R4 000
in relation to the maintenance of each
of his other children,
including their school fees and tertiary education. In relation
to the payment of child maintenance
the Plaintiff, who it appeared
through some agreement between the respective counsel, testified
after the Defendant, did not put
any evidence before the Court that
refuted the Defendant’s evidence to his current financial
situation, nor his evidence
as to what he paid in relation to the
maintenance, high school and tertiary education of his other
children. The Defendant’s
evidence was that he would pay
the same in relation to the Plaintiff’s minor child, though in
2024 he had paid nothing, leaving
the Plaintiff to bear sole
responsibility for the minor child’s needs.
[31]
As the Plaintiff and
the minor child resides at the Montclair property to which I revert
below, and which forms part of the joint
estate, no accommodation
costs have been incurred to accommodate the minor child. Were
this property to be sold or forfeited
for the Defendant, it would not
only leave the minor child, and also the Plaintiff without a home,
but it would then also impact
on the amount of child maintenance to
be paid, given that the Defendant would need to contribute to the
minor child’s reasonable
accommodation costs. His evidence when
asked by the Court, was that the other children resided with him.
[32]
In light of the
evidence, it appeared that the Defendant would not likely be able to
do so, given his inability to pay the R8 000
maintenance that
had been ordered.
[33]
I raised with the
Defendant’s legal team the issue of increased maintenance were
accommodation costs to be incurred in respect
of the minor child.
This resulted in a tender from the Bar made on behalf of the
Defendant by his counsel, Ms Busakwe,
that were the Court to
order forfeiture, the Plaintiff and minor child, could continue to
reside at the property, until the latter
reached the age of majority,
or became self-supporting. I revert to the issue of the
division of the joint estate and the
forfeiture sought below.
Suffice it to say that in considering the amount of maintenance that
the Defendant is to pay, I
have taken into account that no
accommodation cost would have to be incurred on behalf of the minor
child were she to reside at
the Montclair property.
[34]
The Plaintiff gave
evidence in relation to the minor child’s expenses, including
what I regard to be a dubious expense of
R2 000 for pocket money
for a 16-year old, especially given that a further R250 is allocated
for outings. In addition,
thereto the minor child is attributed
a budget of R1 000 a month for clothing. The aforestated
amounts do not appear
to have been deposited into the minor child’s
bank account on a monthly basis. When pressed to elaborate on
what precisely
the R2 000 pocket money was being used for, the
Plaintiff claimed not to really know, beyond emergencies to which one
reference
to a school outing was made. Whilst providing
emergency funds to children is not unusual, the paucity of evidence
before
this Court in relation to what such is spent on, and the
Plaintiff’s inability to explain this, lends itself to the
conclusion
that this expense is not credible at all. Further,
as the minor child is in matric there is scant likelihood of further
school
uniforms being required. I regard the minor’s
expenses as detailed by the Plaintiff, in light of the explanations
that
were provided, as to how these were calculated to be inflated.
The Plaintiff seeks an order that the Defendant pay an amount
of
R8 000 for child support in prayer (c)(i) of her
particulars of claim. Taking into account all the evidence,
I
am ordering that amount of R4 000 be paid by the Defendant to
the Plaintiff for child maintenance. This amount is
to increase
on an annual basis by inflation until the minor child is a major, or
if she is a major and a full-time student, until
such time as she is
no longer a full-time student. The Defendant remains obliged to
pay to the Plaintiff the outstanding
arrear maintenance to the date
of this order and should enter into an arrangement with the Plaintiff
to ensure that this debt is
paid.
[35]
As to the claims in
prayers (c)(ii) and (iii) of the Plaintiff’s particulars
of claim, no relevant evidence was led as
to actual expenses.
The minor child is retained on the Plaintiff’s medical aid.
The Plaintiff pays R2 332
(and gets a tax credit of
R728). This amounts to approximately R1 600. I have
taken this into consideration in
determining the amount that the
Defendant is to contribute to the minor’s maintenance. To
the extent necessary, and
with reference to what is sought in
prayers (c)(ii) and (iii) from the Defendant, in addition to the
R4 000, the Defendant
shall pay half of any medical expenses not
covered by the medical aid as specified and half of any additional
educational expenses.
# G.
Forfeiture of patrimonial benefits
G.
Forfeiture of patrimonial benefits
[36]
It is common cause that the parties are
married in community of property and that such marriage still
subsists albeit that they
have separated over 9 years ago. As
indicated below the exact amount of years are in dispute.
[37]
Turning to what is in contention:
37.1.
Being the division of the two properties
Erf 3[…] in Montclair where the Plaintiff and the minor
child reside and Erf 2[…],
Sandown, where the Defendant
resides.
The
Plaintiff seeks an order that she been entitled to keep the Montclair
property as her sole and exclusive property. In
other words,
she seeks an order of forfeiture of the Defendant’s rights in
the property and that the Defendant keeps the
Sandown property
together with the bond liability.
37.2.
The Defendant’s past and present
pension.
Though
the Defendant seeks forfeiture this is sought solely in relation to
his pension and leave gratuity, given the duration of
the marriage
and give that the Plaintiff had not contributed to the increase in
the value of the joint estate, even though she
had been gainfully
employed. Whilst no mention is made of forfeiture in relation to the
properties on the Defendant’s pleadings
or in his heads of
argument, in his oral evidence the Defendant sought to retain both
properties, but this was not pleaded.
The Defendant’s
Plea in the further and alternative relief to his claim for
forfeiture of his pension sought division of
the joint estate at the
date of separation (which he pegged as at December 2012) and not the
date of divorce. As such it
would exclude the Sandown
property. Alternatively, that the estates be divided equally
with reference to both assets and
liabilities, and in doing so the
bond liability of the Sandown property would then be included in the
liabilities and division
of the estate as would any other labilities
the Defendant had incurred subsequent to the parties’
separation.
[38]
I will consider the issue of forfeiture
with reference to the pleadings and evidence before the Court.
Both parties seek forfeiture
of the other’s benefits to some
extent.
[39]
Section 9(1)
of the
Divorce Act
empowers
that the Court that grants a divorce order on the grounds of
irretrievable breakdown of the marriage 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, taking into account
the following factors:
(1) the duration of the
marriage;
(2) circumstances which
led to the breakdown of the marriage; and
(3) any substantial
misconduct on the part of either spouse.
[40]
In
Wijker v
Wijker
1993 (4) SA 720
(A) the then
Appellate Division held that the abovementioned factors need not all
be present and need not be viewed cumulatively.
They do not all need
to be alleged. Further, although misconduct is no longer a
requirement for obtaining a divorce order
the introduction of
no-fault divorce did not do away with fault as a factor in respect of
forfeiture orders. This is because
section 9(1)
of the
Divorce Act lists
substantial misconduct as a separate factor.
[41]
Subsequently
the de
ci
sion
has been confirmed in the SCA as it remarked t
h
at
the-catch-all
phrase
,
permitting
the court
,
in
addition to the factors listed
,
to
have regard
to
'
any
other
factor
'
was
conspi
c
uously
absent
from
section
9
of
the
Divorce Act.
Further that
section
9(1)
of
the
Divorce
Act should
be
construed within the context of the evidence tendered by
the parties in court.
[5]
[42]
The
test remains, however that as stated by the C
ourt
i
n
Engelbrecht
[6]
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".
[43]
This discretion must be judicially
exercised. The first enquiry is a factual one. The Court
must determine whether or
not the party against whom the order is
sought will in fact be benefitted if the order is not made.
Once it has been established
that the party will indeed benefit, the
Court must determine whether the benefit is undue. Although
this involves a value
judgement, the value judgment is made after the
Court has considered the three factors listed in
section 9(1).
[44]
I now turn to the three factors to be so
considered.
# Duration of marriage
Duration of marriage
[45]
The Defendant submitted that the duration
of the marriage with the Plaintiff does not warrant the normal
consequence of a dissolution
of marriage in community of property in
equal shared, submitting that the marriage endured for only five
months before they separated.
[46]
But this date is in
dispute.
[47]
The first judgment at para [18] stated that the Plaintiff
and Defendant lived together from 2010 at the Montclair property,
owned by the Defendant. The marriage occurred in July 2012. The
parties lived together until the Defendant moved.
In
the first judgment it is also indicated that the Defendant had stated
under oath in his affidavit in the
Rule 43
proceedings as
follows:
“
7.
In January 2015
when it became clear that the differences we experienced in our
relationship would not be reconcilable I moved out of my house,
which
until then, I shared with the applicant and my daughter …’
”
[48]
Bozalek J in his
judgment further held in relation hereto:
“
[104]
This version is wholly at odds with the defendant’s viva voce
evidence that the parties were only together till
the end of 2012.
Confronted with this contradictory material during his evidence the
defendant’s answer was that he had moved
out of the house at
the end of 2012 but had only formally (whatever that means) moved out
in 2015.”
[49]
According to the Plaintiff’s oral evidence this move
occurred in 2015.
Before
this Court the Defendant again stated that he had been separated from
the Plaintiff in 2012. However, from the Bar,
counsel acting
for the Defendant indicated that the Defendant had given instructions
that he had sought to occupy a residence made
available for members
of Parliament in late 2014 when he left the Plaintiff. Counsel
for the Defendant later sought to retract
this statement –
clearly when it was apparent that it was at odds with the version
that the Defendant had moved out already
in 2012.
[50]
From the statement of agreed facts which is dated October
2023, it was “over 9 years”. On the common cause
version,
the Plaintiff and the Defendant have not lived together from
at least 2014. At best they had been together for approximately four
years – if counting the period prior to the marriage and
approximately two years from the date of marriage.
[51]
In
Matyila
v Matyila
[7]
the
court held that the meaning of the words 'duration of marriage' as
appearing in
section 9(1)
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
.
[8]
[52]
On that approach the parties were married
in July 2012 and divorce proceedings were instituted on 2 November
2016, being the date
that the necessary allegations in support of a
forfeiture order should be made. This constitutes a period of 4
years and
4 months.
[53]
The
period they have not been living together as husband and wife exceed
the period they lived together as husband and wife, the
later, in my
view being of a short duration. It is also in that period after
they had parted
that the
movements in relation
to the Defendant’s pension and acquisition of the Sandown
property occurred.
Irretrievable
breakdown of the marriage/ substantial misconduct on the part of
either spouse
[54]
These two issues
appear to be linked. The Defendant testified that he left the
marital home because the Plaintiff was not
accepting of his other
children.
[55]
The Plaintiff
testified to misconduct on the part of the Defendant
.
The Plaintiff gave evidence of the Defendant being unfaithful,
disrespecting her, failing to disclose precisely how many
children he
had prior to their union and being unsupportive during a miscarriage
she had in 2015.
[56]
All the evidence
relating to the alleged misconduct of the Defendant were vague and
not foreshadowed in the particulars of claim.
The Plaintiff provided
no corroborating evidence but of more concern is that the allegations
put before the Court were not put
to the Defendant during
cross-examination.
As already
indicated, the parties had agreed that the Defendant would testify
first, because of a burden of proof arising from the
forfeiture he
sought.
[57]
As such the Defendant
was afforded no opportunity to deal with these allegations which was
hence
never
tested and can therefore, not be accepted in evidence, as this would
be prejudicial to the Defendant who was not made aware
of the
allegations in time to plead thereto or give oral evidence
.
[58]
Yet,
counsel for the Defendant did
not object to this evidence. W
ith
due regard to the totality of admissible evidence, the misconduct was
not substantial to warrant a
n order
of forfeiture against him.
[59]
Further, although the irretrievable breakdown of the marriage
is common cause, given the paucity of evidence, the Court could not
be expected to make a finding as to who the guilty party was that
caused the irretrievable breakdown of the marriage.
[60]
I remain mindful that the extraordinary
remedy of forfeiture is precisely in order to do justice between the
parties.
# H.Forfeiture of properties
H.
Forfeiture of properties
[61]
The Montclair
property was acquired by the Defendant prior to his marriage to the
Plaintiff. It was not disputed that the
Defendant was solely
responsible for making the bond payments, even during the time they
resided together, or even thereafter when
the Plaintiff resided there
alone. The Defendant settled the outstanding bond entirely
without any contribution from the
Plaintiff and did so from pension
funds that he withdrew in 2019. It was only after he
vacated the property that the
Plaintiff paid the rates and utilities
and attended to maintenance of the property, which based on the
evidence appear to be limited
to having painted the Montclair
property once.
[62]
Given
the short duration of the marriage and with the circumstances of the
divorce, it does not support a forfeiture claim of the
Plaintiff in
relation to the Montclair property. The Plaintiff would unduly
benefit were the Montclair property be forfeited to
her.
[63]
It also begs the question as to whether the
Defendant will unduly benefit if forfeiture of the Montclair property
to the Plaintiff
does not occur. The Plaintiff’s own
evidence was that her contribution with reference to the Montclair
property was
limited to repairs and maintenance after they parted and
she remained in occupation. I am inclined to conclude that were
the relief sought in prayer (e)(i) be granted that the Plaintiff
will be unduly benefit and if it were not granted the Defendant
will
not be unduly benefitted.
[64]
I am mindful, however, that the Plaintiff
and minor child resides at the Montclair property and that the
Defendant is unable financially
to contribute to the minor child’s
accommodation needs. In the circumstances, the just and
equitable order to be made,
given as indicated above, that a lower
amount in child maintenance is to be paid by the Defendant, that any
sale of the Montclair
property is to be delayed until the minor child
reaches the age of majority, or is no longer a full-time student,
whichever occurs
last, if it is so that she continues to reside at
the Montclair property. Should she move out, prior thereto,
then the Montclair
property can be sold and the Plaintiff and
Defendant share equally in the proceeds. Whilst the Plaintiff
continues to reside
in the Montclair property she remains responsible
for all expenses arising in relation to the property, including the
rates and
all utilities. The Plaintiff and Defendant may also
seek to reach an agreement that the property be sold prior thereto or
should it become necessary at the appropriate time approach this
Court for a variation of this order.
[65]
The Defendant did not seek on his pleadings
relief for the forfeiture of the Montclair property and as such it
remains in the joint
estate. The Plaintiff’s relief
seeking to retain the Montclair property as her sole property is
declined.
[66]
As for the Sandown
property the evidence was that the Defendant acquired it in 2019
after divorce proceedings had already commenced.
He paid the
costs and deposit from his 2019 pension. Whilst it is valued at
about R2.6 million, the Defendant’s
evidence was that
there is a bond over this property in the amount of R2.1 million.
Currently, the Defendant makes a
bond payment in the amount of
R15 000.
I
am inclined to grant the relief sought in prayer (e)(ii) of the
Plaintiff’s amended particulars of claim granting the
Defendant
sole rights to the Sandown property – and to avoid any
misunderstanding it is to be excluded form the joint estate
and the
Plaintiff would have no obligations in relation to this property and
any bond registered over such property or any other
liabilities
arising in relation thereto.
# I
Forfeiture of pension
I
Forfeiture of pension
[67]
The entitlement to
50% of a spouse’s pension benefit is governed by
section 7(7)
of the
Divorce Act. It
does not need to be pleaded.
Section
7(7)
provides:
“
7(a)
In the determination of the patrimonial
benefits
to which parties to any divorce action may be entitled, the pension
interest of a party shall, subject to paragraphs (b) and
(c), be
deemed to be part of his assets.”
[68]
The Defendant drew
his pension of approximately R1.2 million at the end of the
parliamentary term in 2019 and used the bulk
thereof to settle the
Montclair property bond, paying arrear maintenance to the Plaintiff,
paying debts and paying the cost of
a deposit on the Sandown
property. The Defendant’s current pension arises from his
current parliamentary term (2019
– 2024) which commenced after
his relationship with the Plaintiff had ended, they were separated
and the summons for divorce
had already been issued.
[69]
The Plaintiff claims
division of the joint estate both in relation to past and present
pensions by virtue of the fact that the marriage
still subsists.
Though the Plaintiff tenders that the Defendant would similarly be
entitled to 50% of the Plaintiff’s
pension with Old Mutual, it
transpires that the Plaintiff in fact drew her pension in the amount
of R107 444 from the Pep
Pension fund in 2016 when she left the
employ of Pep, and in 2019 and 2022 respectively again drew the
amounts of R72 024.20
and R71 670.50 from her pension fund
and used it for her own personal gain. To make an order in
relation the Defendant’s
pension that he had already drawn and
spent and from which to an extent the Plaintiff had benefitted,
serves no purpose.
I am not able to make any finding that the
Defendant would unduly have benefited from the retention of his
pension therefrom given
the duration of the relationship and the
evidence on how it was spent. I am also mindful that, though a
lesser amount, the
Plaintiff had also spent of her pension, as
indicated above.
[70]
In light hereof I am granting the relief
sought by the Defendant on his pleadings and motivated in oral
evidence that the Plaintiff
forfeits any share of the Defendant’s
pension fund and leave gratuity, if any. To do otherwise would
result in an undue
benefit in favour of the Plaintiff. In a
similar vein, the Defendant would have no rights in relation to the
Plaintiff’s
pension fund. It is ordered that the
Defendant forfeits any share of the Plaintiff’s pension fund,
despite her tender.
In other words, each party retains their
respective pensions, in their own interest.
# J.
Costs
J.
Costs
[71]
I now turn to deal
with the issue of costs. Costs fall within the discretion of the
Court. Whilst generally, costs follow
the results i.e. they are
awarded in favour of the successful litigant,
section 10
of the
Divorce Act provides
that in a divorce action, a court is not bound
to make an order for costs in favour of a successful party, but
having regard to
the means of the parties and their conduct in so far
as it may be relevant make such order as it considers just, which may
even
be that costs be apportioned between the parties. In the
instant case each party is to pay his/her own costs, save that the
wasted costs arising from the postponement lie with the Defendant.
# H.
The order
H.
The order
[72]
The following order
is made:
1.
A decree of divorce
dissolving the bonds of marriage between the Plaintiff and the
Defendant is granted.
2.
The Plaintiff and the
Defendant are declared to be co-holders of full parental
responsibilities and rights in respect of the minor
child, YH ,
as provided for in
ss 18(2)
– (5) of the
Children's Act 38
of 2005
, subject to the provisions of the signed Parenting Plan
provided to the Court and approved by the Office of the Family
Advocate.
3.
The Defendant is
ordered to contribute towards the maintenance of the minor child by:
3.1.
Paying to the
Plaintiff, free of deduction or set off, the sum of R4 000 (four
thousand rand) per month following the grant
of this order commencing
from 1 June 2024, and thereafter on or before the 16
th
day of each and every succeeding month until the minor child attains
the age of majority, or remains a full-time student, whichever
occurs
last;
3.2.
The amount to be paid
in terms of para 3.1 above shall be deposited by the Defendant
into the Plaintiff’s nominated bank
account and shall be
increased annually on the anniversary date of the date of the grant
of this order in line with the annual
increase in the consumer price
index (CPI) during the preceding year as published in the Government
Gazette from time to time.
4.
The Plaintiff shall
retain the minor child, as a dependant on her current medical aid
scheme, alternatively a medical aid with analogous
benefits, until
she attains the age of majority or ceases to be a full-time student,
whichever occurs later, and shall be liable
for payment of all
monthly premiums as well as escalations from time to time.
5.
Subject to para 4
above, and should the medical expenses incurred in respect of
the minor child exceed the limits of
the medical aid cover provided
for her, the Plaintiff and the Defendant shall share equally in
bearing the costs in respect thereof
including but not limited to
medical, dental, surgical, hospital, ophthalmic, orthodontic and
other medical treatment reasonably
required by the minor child,
including but not limited to, sums payable to a physiotherapist,
psychiatrist, physician, psychologist,
as well as all prescribed
pharmaceutical expenses, including chronic medication, incurred on
prescription, and the reasonable costs
of spectacles and/or contact
lenses, provided that, save in the case of emergencies, the Plaintiff
must first obtain the Defendant's
prior approval therefor, which
approval shall not be withheld.
6.
In the event that the
Plaintiff incurs any expenditure by paying for any medical expenses
for the minor child upfront in the case
of an emergency or when
it cannot reasonably be expected of her first to obtain the
Defendant's prior approval, and such
expenses are not covered by the
medical-aid cover provided, she shall forthwith provide a copy of the
relevant invoice/s and proof
of payment to the Defendant, who shall
reimburse her within five calendar days of presentation of such
invoice and proof of payment
thereof, alternatively within a
reasonable period as agreed between the Plaintiff and the Defendant.
7.
The Plaintiff shall
be liable for the school fees for the minor for 2024, as well as the
cost of her reasonable extramural activities
and the equipment and
attire required by her therefor, together with any further prescribed
school uniforms, prescribed books and
stationery, local tours, school
excursions and local camps, which liability can be offset from the
maintenance to be paid as per
this order. Any arrear
maintenance ordered under
Rule 43
and which is still unpaid, remains
due and payable by the Defendant to the Plaintiff.
8.
The Plaintiff and
Defendant shall be jointly and equally responsible for paying for the
minor child's tertiary-education fees, if
any, as well as board and
lodging at such tertiary-education institution, if applicable, in the
event that the minor child demonstrates
the aptitude and desire to
pursue any recognised tertiary education qualification, and for so
long as the minor child while undergoing
such tertiary education is
promoted to the next academic year.
9.
In relation to the
immovable property described as Erf 3[…], Ikwezi Park,
held under title deed T6[….], also
known as 25 C[…]
Road, Ikwezi Park, Montclair (referred to in the judgment as the
Montclair property):
9.1.
The Montclair
property remains part of the joint estate to be equally shared by the
Plaintiff and the Defendant.
9.2.
The Plaintiff and
minor child may continue to reside at the Montclair property, until
the latter reached the age of majority, or
until the end of her
full-time studies, whichever is later.
9.3.
Any division of the
joint estate insofar as it relates to the Montclair property is
delayed until the minor child has reached the
age of majority or has
completed her full-time studies, if any, whichever is the later, on
condition she continues to reside at
the Montclair property.
9.4.
In the event the
minor child vacates the Montclair property, division thereof to the
Plaintiff and the Defendant in equal
shares may occur.
9.5.
For the duration of the Plaintiff’s
aforestated occupation of the Montclair property, she remains
responsible for all expenses
arising including all municipal accounts
(rates and utilities) and necessary and reasonable maintenance of the
property.
9.6.
Provided that the minor child is suitably
accommodated, prior to her reaching
the
age of majority or on completion of her full-time studies, the
Plaintiff and the Defendant may
agree to the sale of or an earlier division of their respective
shares of Montclair property.
9.7.
Nothing aforestated precludes the sale of
the Plaintiff or Defendant’s share of the property, to the
other, as long as the
minor child is suitably accommodated.
10.
In relation to the
immovable property described as Erf 2[…], Sandown held
under title T33]….], the Defendant
is to retain it as his sole
and exclusive property and shall bear sole and full responsibility in
relation to such property, including
and not limited to mortgage
payments and municipal accounts and any other debts arising, with the
Plaintiff having no responsibility
in relation to any debts that have
or may arise in relation to this property.
11.
The Plaintiff’s
request for spousal maintenance is refused.
12.
The Plaintiff and
Defendant shall each retain their respective pensions and neither
shall have a claim on the pension of the other.
13.
It is recorded that
in accordance with the agreement of the parties, each retains movable
property in their respective possession,
including motor vehicles, if
any, and irrevocable waive and abandon all claims against each
other in this regard.
14.
The parties shall not
be precluded from approaching the relevant Maintenance Court for a
variation of the maintenance set out in
this order by virtue of any
subsequent change of circumstances after the making of this order.
15.
Save that the
Defendant is ordered to pay the wasted costs incurred by the
Plaintiff arising out of the postponement sought for
purposes of
effecting an amendment to the Defendant’s Plea, and any wasted
costs arising from such amendment, each party
shall pay their own
costs.
________________________
N
BAWA AJ
Acting
Judge of the High Court
Cape
Town
Delivered:
This judgement was prepared and authored by the Acting Judge whose
name is reflected and is handed down
electronically
by
circulation to the Parties / their legal representatives by email and
by uploading it to SAFLii. The date of the judgment
is deemed
to be
28 MAY 2024.
APPEARANCES:
Counsel
for the applicant:
Adv
S Dzakwa
Counsel
for the respondent:
Adv A
Busakwe
Date
of argument: 18 March 2024
Date
of Judgment electronically handed down: 28 May 2024
[1]
ST v
CT
2018 (5) SA 479
(SCA) at paras [39] – [40].
[2]
In prayer (d) the Defendant sought an order that the Plaintiff
forfeits her half share in the Defendant’s pension fund
and
leave gratuity.
In the alternative to
prayer (d) the following relief was sought in prayer (e)
“
(i)
The division of the joint estate be as at the date of separation, in
that
the plaintiff was a non-contributing party in the increase of
the joint estate whilst being at all material times under gainful
employment; further alternative, that:
(ii)
The joint estate of the parties shall be divided equally, and that
the parties share in both their liabilities and assets.”
[3]
Johnstone
v Shebab
2022 (1) SACR 250
(GJ) at para [28].
[4]
Van Wyk v Van Wyk
[2005]
JOL17228 (SE).
[5]
Botha
v Botha
2006
(4)
SA 144 (SCA);
Mashola
v Mashola
(022/2022) [2023) ZASCA 75 at para 29.
[6]
Engelbrecht
v Engelbrecht
1989
(1) SA 597
(C)
at para 44.
[7]
1987
(3) SA 230
(w) at 236-237.
## [8]Matyila
v Matyila1987
(3) SA 230(W)
at 236D to G;PP
v JP(A3007/20)
[2020] ZAGPJHC 281 (2 November 2020) at par 37 – 39 p 9;K.W.M
v P.J.M(14861/2018)
[2023] ZAGPPHC 48 (31 January 2023);T.S
v M.L.S(5483/2022)
[2024] ZAGPPHC 289 (19 March 2024).
[8]
Matyila
v Matyila
1987
(3) SA 230
(W)
at 236D to G;
PP
v JP
(A3007/20)
[2020] ZAGPJHC 281 (2 November 2020) at par 37 – 39 p 9;
K.W.M
v P.J.M
(14861/2018)
[2023] ZAGPPHC 48 (31 January 2023);
T.S
v M.L.S
(5483/2022)
[2024] ZAGPPHC 289 (19 March 2024).
sino noindex
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