Case Law[2023] ZAWCHC 58South Africa
E.W v V.H (12272/2022) [2023] ZAWCHC 58; [2023] 2 All SA 404 (WCC); 2023 (4) SA 123 (WCC) (17 March 2023)
High Court of South Africa (Western Cape Division)
17 March 2023
Judgment
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# South Africa: Western Cape High Court, Cape Town
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## E.W v V.H (12272/2022) [2023] ZAWCHC 58; [2023] 2 All SA 404 (WCC); 2023 (4) SA 123 (WCC) (17 March 2023)
E.W v V.H (12272/2022) [2023] ZAWCHC 58; [2023] 2 All SA 404 (WCC); 2023 (4) SA 123 (WCC) (17 March 2023)
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sino date 17 March 2023
FLYNOTES:
MAINTENANCE AND END OF A ROMANTIC RELATIONSHIP
FAMILY
– Maintenance – Romantic relationships –
Applicant sought maintenance after termination of relationship
–
Development of the common law not required and appropriate in the
instant case – Permanent romantic relationship
not
synonymous with permanent life partnership wherein the parties
undertook
reciprocal duties of support to one another within the context of
a familial setting.
IN
THE HIGH COURT OF SOUTH AFRICA
(WESTERN
CAPE DIVISION, CAPE TOWN)
Case
no:
12272/2022
In
the matter between:
EW
Applicant
and
VH
Respondent
WOMEN’S
LEGAL CENTRE TRUST
Amicus
Curiae
Coram:
Cloete, Wille
et
Slingers JJ
Heard:
20 January and 9 February 2023, further notes filed on 17 and 24
February 2023
Delivered
electronically:
17 March
2023
JUDGMENT
CLOETE
et
SLINGERS JJ
(majority),
WILLE J
(minority)
CLOETE
et
SLINGERS JJ:
Introduction
[1]
The
applicant and respondent (save where otherwise indicated “the
parties”) were previously involved in a romantic relationship
for a period of 8 to 9 years until 6 April 2022 when the
respondent vacated the erstwhile common home.
[1]
Three young children were born from their relationship. When the
parties commenced their romantic relationship they were still
entangled with their previous partners. The applicant had not yet
terminated her relationship with her former partner/boyfriend
and the
respondent remained married until 2019.
[2]
On 25 July 2022 the applicant instituted an action in this
court
under the same case number as the present application in which
she seeks the following orders:
‘
a.
…declaring that the
Plaintiff and the Defendant were partners in a permanent
opposite-sex
life-partnership in which the partners had undertaken reciprocal
duties of support and which partnership was terminated
when the
Defendant vacated the common home in April 2022;
b.
…directing the Defendant to maintain the plaintiff for a
period of 10
years or until her death or remarriage, whichever occurs
first, by payment to the Plaintiff of such amount as the above
Honourable
Court deems appropriate, due regard being had to, inter
alia, the factors referred to in paragraph 10 above;
c.
In the alternative to prayer (a) above, and in the event that this
Court should
find that the common law does not currently recognise an
ex lege duty of support for unmarried opposite-sex life partners, an
order:
i.
developing the common law in a manner that promotes the spirit,
purport and objects of the Bill of Rights by recognising an ex
lege
duty of support for unmarried opposite-sex permanent life partners;
ii.
declaring that the Plaintiff has a claim against the Defendant for
the provision
of her reasonable maintenance needs insofar as she is
not able to provide therefor from her own means and earnings; and
iii.
directing the Defendant to maintain the Plaintiff for a period of 10
years or until
her death or remarriage, whichever occurs first, by
payment to the Plaintiff of such amount as the above Honourable Court
deems
appropriate, either as a lump-sum award or in the form of
monthly payments, due regard being had, inter alia, to the factors
referred
to in paragraph 10 above;
d.
Costs of suit;
e.
Further and/or alternative relief.’
[3]
The
respondent has defended the action and delivered a plea on 31 August
2022.
[2]
The primary issue in
dispute on the pleadings is whether or not the parties’
relationship was a permanent life-partnership
in terms whereof they
had undertaken reciprocal duties of support towards each other as the
applicant alleges. Pleadings closed
on 12 September 2022. The
action remains pending.
[4]
On 27 October 2022 the applicant launched the present
application
for hearing on an expedited basis. The Judge President
allocated the matter for hearing before us as a Full Court of first
instance
on 28 November 2022. It was then agreed that the
application would be heard on 20 January 2023, with a timetable
for
the filing of further papers and heads of argument. This
arrangement also accommodated the required 20 day notice period in
rule
16A(1)(d) which only commenced on 15 November 2022 and ran
until 14 December 2022.
[5]
In her notice of motion the applicant sought the following orders:
‘
1.
Declaring that the common law recognises the existence of a duty of
support between
partners in unmarried opposite-sex permanent
life-partnerships and that, on account of the existence of the duty
of support during
the subsistence of the life-partnership, such
parties are entitled, in terms of the common law, to claim
maintenance from one another
insofar as they are not able to provide
therefor from their own means and earnings, following the termination
of the said life-partnership;
2.
In the alternative to prayer 1 above, developing the common law in a
manner that
promotes the spirit, purport and objects of the Bill of
Rights and declaring that partners, in unmarried opposite-sex
permanent
life-partnerships, in which the partners had undertaken to
each other reciprocal duties of support during the existence of the
life-partnership, are entitled to claim maintenance from one another
following the termination of the life-partnership, insofar
as the
said life partner is not able to provide therefor from his/her own
means and earnings;
3.
Pending the final determination of the action between the parties in
the above
Honourable Court, under the abovementioned case number,
…the Defendant/Respondent be ordered to maintain the
Plaintiff/Applicant
as follows, namely by: …’
[6]
The applicant sought cash maintenance of R56 000 per month with
effect
from 1 May 2022 and payment of inter alia her medical and
motor vehicle expenses. She also sought an order, as part of her
maintenance claim, that the respondent pay an amount of R1 million
as an initial contribution towards her costs in the pending
action,
to be paid within 10 calendar days of the granting of an order to
that effect, as well as the costs of the application
itself.
[7]
The Women’s Legal Centre Trust (“WLCT”) applied to
be
admitted as
amicus curiae
. The applicant consented but the
respondent took the view that, while he abided the court’s
decision, the submissions which
the WLCT sought to make in supporting
the relief claimed by the applicant were misdirected and unhelpful in
various respects (we
return to this aspect later).
[8]
After hearing the
amicus
application we were informed by
counsel for the applicant that she did not persist with prayer 1 of
the notice of motion (the “ex
lege relief”) and
furthermore that prayer 2 (the “development of the common law
relief”) was ‘
undoubtedly final relief’
. We
ruled that the
amicus
be admitted to the proceedings before us
(we are obviously not seized with the pending action) on the basis
that its submissions
may assist the court in determining the matter,
subject to the weight to be attached thereto, if any.
[9]
During his main argument on the merits counsel for the applicant
(with
no objection from the respondent and with leave of the court)
amended prayer 2 of the notice of motion by substituting the words
‘
undertaken to each other reciprocal duties of support’
with ‘
factually and reciprocally supported each other’
.
After counsel for the applicant concluded his address, counsel for
the
amicus
commenced with hers. It was by then clear to all
concerned that the matter would not finish in one day as the parties
originally
contemplated and (after exchanging availability dates) the
matter proceeded on 9 February 2023.
[10]
On 1 February 2023 we (along with the respondent and
amicus
)
received a supplementary note from counsel for the applicant annexing
a draft order setting out ‘
her proposed wording for the
development of the common law’
. The draft order
understandably no longer made reference to prayer 1 of the notice of
motion (which had been abandoned). Prayer
2 was renumbered as prayer
1 and again reformulated in the following terms:
‘
1.
Declaring that partners, in life-partnerships in which the partners
had, during the existence of the life-partnership, undertaken to each
other reciprocal duties of support, alternatively factually
reciprocally supported each other, are entitled to claim maintenance
from one another, following upon the termination of the
life-partnership,
the extent and duration of such maintenance, if
any, to be determined by the court, the court having regard to all of
the circumstances
of the life-partnership, including:
1.1
The duration of the life-partnership;
1.2
The existing or prospective means of each of the partners,
their respective earning capacities, financial needs and obligations;
1.3
The age of each of the partners;
1.4
The standard of living of the partners prior to the
termination of the life-partnership;
1.5
The partners’ conduct insofar as it may be relevant to
the breakdown of the life-partnership; and
1.6
Any other factor which in the opinion of the court should be
taken into account, make such order as the court finds just, for any
period until the death or remarriage of, or the conclusion of a
further life-partnership by, the partner is whose favour the order
is
given, whichever event may first occur.’
[11]
Although the new prayer re-introduced what had already been abandoned
as a consequence
of the amendment sought and granted on the first day
of the hearing, and couched what was substituted in its stead as an
alternative,
no amendment was sought with leave of the court. Counsel
for the applicant was emphatic that the simple handing up of a draft
order
was perfectly acceptable, which it was not, given that neither
the respondent, the
amicus
nor the court had requested it.
(Draft orders are of course often exchanged in such circumstances).
Be that as it may, and in order
to move the matter along, it was
accepted by the respondent,
amicus
and the court that this
would be regarded as a further amendment to the notice of motion.
[12]
The
adoption of most of the factors listed in s 7(2) of the Divorce
Act
[3]
did however provide the
respondent,
amicus
and the court with some idea of what the applicant considered to be
an appropriate remedy, which had been absent from the previous
versions of the notice of motion, and was one of the concerns raised
at the previous hearing by some members of the court.
[13]
This is
because an enquiry into the development of the common law imposes
duties on litigants who seek it. The Supreme Court of
Appeal made
this plain in
EFF
v Manuel
(‘
Manuel’
):
[4]
‘
The
need to follow this process imposes duties on litigants when they
seek to persuade a court that a development of the common
law is
required. They have a responsibility to present to the court their
understanding of the current state of the law and the
reasons for it
by reference to the relevant authorities. The current rule must be
assessed in the light of the spirit, purport
and objects of the Bill
of Rights.
The parameters of the proposed development must
be clearly expressed and the consequences of amending the law in that
way examined.
Very often this will require evidence to enable the
court to determine what the likely consequences will be
.’
(Emphasis
supplied).
[14]
We say that the adoption of most of the s 7(2) factors provided
the court with
some idea
because in the note on argument in
reply we were informed by counsel for the applicant that ‘
We
could just as well have “borrowed” from the factors
contained in the Matrimonial Causes Act (England) or from the
Draft
Domestic Partnership Bill, which has itself “borrowed”
from the Divorce Act, or from statutes of other countries…
This Court can “borrow” factors from anywhere it so
chooses in developing the common law’.
This unfortunately
misses the point as was made clear in
Manuel.
It is not for
the court to pick and choose a remedy for a litigant where the
litigant herself has not clearly expressed the parameters
of the
proposed common law development, nor provided sufficient evidence to
enable the court to determine what the likely consequences
will be.
[15]
Ultimately it appears to us that there are 3 central issues, although
of course they overlap
to some extent:
15.1
First
, whether the applicant is entitled to final relief
(development of the common law) to ground a claim for interim
maintenance when
substantially the same final relief is sought in the
pending action between the parties;
15.2
Second
, whether development of the common law is required and
appropriate in the matter before us;
15.3
Third
, whether the applicant should succeed in her claim for
interim maintenance and a contribution towards her costs.
The
first issue: final relief sought in interlocutory proceedings in a
pending action where substantially the same final relief
is sought
[16]
When this was raised with senior counsel for the applicant he first
responded that, were
we to find in her favour, the pending action
would be withdrawn. After some debate he then informed us that if
this court decides
not to develop the common law, that would be the
end of the pending action as well as the interim relief.
[17]
Our difficulties with this approach are twofold. First, the applicant
herself elected to
proceed by way of action. She could instead have
proceeded from the outset with an application for final relief. That
she did not
do so is telling. She must have anticipated that, given
the evidentiary burden she was required to discharge, there would
indeed
be material disputes of fact about the existence or otherwise
of the parties’ permanent life-partnership which could only
properly be resolved by way of a trial. In addition, by the time the
current application was launched she could have been under
no
illusion, based on the pleadings which had closed, that a fundamental
dispute exists between the parties as to whether or not
such a
partnership existed.
[18]
Second, the approach of applicant’s counsel in fact prejudices
her, since if the
final declaratory relief sought in the matter
before us is not granted, she may be non-suited in circumstances
where our courts
have repeatedly been prepared to entertain, and
grant, relief based on a proven, or undisputed, existence of an
undertaking of
support. She may be deprived of the opportunity to
advance, and possibly prove, an entitlement to maintenance. That
could never
be in her interests, or in the interests of justice.
[19]
However that being said, it is not for this court to advise the
applicant. Moreover both
counsel for the respondent and the
amicus
appeared to be tolerant of the stance adopted by applicant’s
counsel despite the pending action. It is also not for us to
speculate why this is so, since there may be any number of reasons,
including strategic ones. It would therefore not be prudent
for us to
take this any further.
The
second issue: whether development of the common law is required and
appropriate in the instant case
[20]
The applicant argues that the lack of legal recourse for life
partners to claim maintenance
from one another following the
termination of their partnership is constitutionally unacceptable
since it discriminates on the
basis of inter alia marital status and
gender and constitutes unequal protection before the law.
[21]
She
correctly points out that the common law duty of support between
spouses terminates upon divorce but that such a spouse has
been
afforded legislative relief by s 7 of the Divorce Act which
applies to all civil marriages, civil unions (i.e. same-sex
marriages) concluded in terms of the Civil Union Act
[5]
and recognised customary marriages in terms of the Recognition of
Customary Marriages Act.
[6]
[22]
In
addition, where a marriage is terminated by death of a spouse the
other is given similar legislative relief in terms of the Maintenance
of Surviving Spouses Act.
[7]
Spouses in certain customary marriages are included in the definition
of “survivor”. In
Daniels
v Campbell
[8]
the Constitutional Court confirmed that the word “spouse”
in that Act includes widows from monogamous Muslim marriages;
and in
Bwanya v
The Master of the High Court and Others
,
[9]
the same court held that the exclusion of life partners from the
operation of that Act was unconstitutional and invalid. It
accordingly
ordered that the definition of “survivor” be
read to include ‘…
the
surviving partner of a permanent life partnership terminated by the
death of one partner in which the partners undertook reciprocal
duties of support and in circumstances where the surviving partner
has not received an equitable share in the deceased partner’s
estate’.
However, the applicant submits, parties in life-partnerships are
“left out in the cold” when it comes to maintenance
following the breakdown and consequent termination of their
relationships.
[23]
The
applicant also correctly submits that courts are the ‘
protectors
and expounders’
of the common law and have inherent jurisdiction to ‘
refashion
and develop the common law in order to reflect the changing social,
moral and economic make-up of society’.
[10]
Moreover s 39(2) of the Constitution requires courts to promote
the spirit, purport and objects of the Bill of Rights when
developing
the common law.
[11]
[24]
The
applicant referred to the following paragraph in
Mighty
Solutions t/a Orlando Service Station v Engen Petroleum Ltd and
Another
:
[12]
‘
[39]
Before a court proceeds to develop the common law it must
(a) determine exactly what the common law position is;
(b) then
consider the underlying reasons for it; and (c) enquire whether the
rule offends the spirit, purport and object of
the Bill of Rights and
thus requires development. Furthermore, it must (d) consider
precisely how the common law could be amended;
and (e) take into
account the wider consequences of the proposed change on that area of
law.’
[25]
We note however that the Constitutional Court went on to say the
following in the next
paragraph of that judgment:
‘
[40]
In
Carmichele
[13]
Ackermann
J and Goldstone J stated that “where the common law deviates
from the spirit, purport and objects of the Bill of
Rights the courts
have an obligation to develop it by removing that deviation.
The
court reminded us though that, when exercising their authority to
develop the common law, “(j)udges should be mindful
of the fact
that the major engine for law reform should be the Legislature and
not the judiciary”. The principle of separation
of powers
should thus be respected.
’
(
Emphasis
supplied
).
[26]
The
applicant maintains that since the publication of the draft Domestic
Partnerships Bill in 2008
[14]
‘
nothing
has been done’
by the legislature to protect the rights of those who bear the brunt
of non-recognition, and who are predominantly women. (We note
that
s 18 of that Bill provides for a court to ‘
make
an order which is just and equitable in respect of the maintenance by
one registered partner to the other for any specified
period or until
the death or remarriage of the registered partner in whose favour the
order is given…’
).
[27]
However that nothing has been done by the legislature since 2008 is
simply incorrect. As
pointed out by counsel for the respondent, the
South African Law Reform Commission (“SALC”) has been
engaged for several
years in researching, receiving submissions and
developing proposals for legislative reform to regulate all domestic
partnerships.
As recently as January 2021, the SALC issued
Discussion
Paper 152: Single Marriage Statute
(under Project 144) for
comment.
[28]
The 2021 Single Marriage Statute Discussion Paper proposes
considerably more far-reaching
legislative developments than the 2008
Bill. The Discussion Paper includes draft legislation, with two
legislative options proposed
for comment. The first option is
contained in the Protected Relationships Bill, and the second in the
Recognition and Registration
of Marriages and Life Partnerships Bill.
The objects of the Bills are to rationalise the marriage laws
pertaining to all types
of relationships (described as protected
relationships in the first Bill, and as marriages and
life-partnerships in the second
Bill); to prescribe the validity
requirements; to provide for the registration of protected
relationships or marriages and life-partnerships;
and to provide
formal recognition of protected relationships or marriages and
life-partnerships, so as to facilitate and enable
enforcement of
rights. In addition, a separate project by the SALC (Project 100) is
presently investigating the issues of spousal
support and
maintenance.
[29]
Notably, in
proposing the legislative recognition of life-partnerships, the SALC
recommends that these should be defined as ‘
any
life partnership where the parties cohabit
and
have assumed permanent responsibility for supporting each other
’.
The SALC proposes a regime for the registration of life partnerships,
and the imposition of a duty on partners to a life partnership
to
register their relationship.
[15]
[30]
In our view the work of the SALC is the type of necessary evidence
which the Supreme Court
of Appeal had in mind in
Manuel
to
enable us to determine what the likely consequences of the
development proposed by the applicant will be, particularly in
circumstances
where, as was held in
Mighty Solutions
, we must
also take into account ‘
the wider consequences of the
proposed change on that area of the law’
.
[31]
That there is express recognition by the legislature of the need to
protect vulnerable
life partners upon termination of their
partnerships is amply demonstrated by the lengthy process upon which
the SALC has embarked.
That the issue is complex and policy-laden is
probably one of the reasons why the process is taking as long as it
has. But we can
only assume that this is the case since the applicant
took no steps to join, or obtain evidence from, the Minister of
Justice and
Constitutional Development (who is responsible for the
work of the SALC) in these proceedings. This valuable evidence is
thus not
before us.
[32]
Carmichele
cautions us that there is a balancing act between
developing the common law to conform with the Bill of Rights while at
the same
time remaining aware that the major engine for law reform
should be the legislature and not the judiciary. Although there is no
frontal challenge to any legislation before us, there is a
well-advanced parallel process upon which the legislature has
embarked.
[33]
Had the Minister been joined or had the applicant approached him in
another way to provide
evidence, he would have been afforded the
opportunity to explain the proposed legislative scheme, how much
longer it is likely
to take for it to be implemented, and place his
views before us about the appropriateness or otherwise of the
applicant’s
proposed development and its wider consequences.
[34]
In
Carmichele
the Constitutional Court held that particularly ‘
where
the factual situation is complex and the legal position uncertain’
issues involving the development of the common law should be decided
only once ‘
the
facts on which the decision has to be made
[are]
determined
after hearing all the evidence, and the decision can be given in the
light of all the circumstances of the case, with
due regard to all
relevant factors’.
[16]
[35]
The factual evidence which the SALC could have provided would no
doubt include the results
of its research. In her founding affidavit
the case made out by the applicant for development of the common law
was contained in
the following paragraphs:
‘
45.
I contend that the relationship which endured with the
Respondent constituted a permanent opposite-sex
life-partnership in
which the Respondent and I had undertaken reciprocal duties of
support, to each other, the existence of which
is established by the
factors set out above. I further contend that, on account of the duty
of support that existed during the
subsistence of the
life-partnership, I am entitled, in terms of the common law, to claim
maintenance from the Respondent following
the termination of our
life-partnership. Alternatively, should this Honourable Court find
that the common law does not entitle
me to such a claim, I contend
that the common law should be developed in a manner that promotes the
spirit, purport and objects
of the Bill of Rights by recognising my
entitlement to claim maintenance from the Respondent, following the
termination of our
life-partnership and insofar as I am not able to
provide therefor from my own means and earnings…
49.
I am advised that all married spouses have reciprocal support duties,
the existence of which
are an invariable consequence of marriage that
arise by automatic operation of law. I am further advised that our
Courts have previously
held that the law does not impose a similar
automatic reciprocal support duty on unmarried partners in
life-partnerships, but that
this position has changed in the light of
recent legal developments.
50.
In the case of
Paixáo
v Road Accident Fund…
[17]
the
Supreme Court of Appeal found that the common law “dependant’s
action”, which entitles a claimant to claim
for maintenance and
loss of support suffered as a result of a breadwinner’s death,
had been extended to a claim by a surviving
partner of a permanent
opposite-sex life partnership in which the partner had undertaken
reciprocal duties of support with the
deceased, despite such
reciprocal duties of support not having been assumed by express
agreement between the parties. The Supreme
Court of Appeal held that
the deceased had indeed had a legally enforceable duty to support the
claimant even though the parties
were in an unmarried
life-partnership. The enforceable duty arose from a tacit contract
for reciprocal support, which the court
inferred from the couple’s
conduct and surrounding circumstances. In the recent case of
Bwanya
v Master of the High Court, Cape Town and Others…
[18]
the
Constitutional Court found that
Paixáo
was not
ultimately based on a tacit contract for reciprocal support, but
rather that the core of the Supreme Court of Appeal’s
decision
was the court’s view that “[t]he proper question to ask
is whether the facts establish a legally enforceable
duty of support
arising out of a relationship akin to marriage”.
51.
The Constitutional Court in
Bwanya
thus concluded that
it
was no longer correct in law to draw a distinction between reciprocal
support duties that arose by autonomic
[presumably this
was meant to read “automatic”]
operation of law
as an invariable consequence of marriage and support duties that
arose by agreement in the context of permanent
life partners.
’
(Emphasis
supplied).
[36]
Accordingly, on the applicant’s own version, there is in any
event no need to develop
the common law. This has already been done
in
Bwanya
. But she appears to misunderstand the extent of the
further development in that case, and seems to suggest that she must
limit
herself to proof of an “agreement”. We return to
this below.
[37]
The
amicus
provided narratives of women describing the circumstances and reasons
behind their life-partnerships to illustrate the extent of
intersectional discrimination absent legislative protection. We have
no quibble that many people in this country are currently
victims of
such discrimination and that the majority are women who inter alia
lack equal bargaining power. But this has already
been explicitly
recognised by our courts, most recently by the Constitutional Court
in
Bwanya:
[19]
‘
At
the outset, I must say there is no question that some opposite-sex
couples do exercise a free choice to cohabit as life partners.
That
says nothing about many other couples in permanent life partnerships.
Before us arguments were presented by virtually all
those that are
for the invalidation of section 2(1) that in many permanent life
partnerships the choice not to marry is illusory.
The WLCT presented
evidence based on narratives by a number of women about what it was
that underlay each of their permanent life
partnerships. The reasons
differed and included: the women’s lack of bargaining power in
the relationship; the dependence
of women and children, if there be
any, on the financial strength of the men in the relationships; and
the mistaken belief by one
or both partners in a permanent life
partnership that they are in a legally binding “common law”
marriage’.
[38]
To put what was held in
Bwanya
in proper perspective it is
necessary to quote directly from the judgment:
‘
[71]
Since
Volks
[20]
was
decided, there has been a significant development in the common law.
That development is key to answering this question
[i.e.
whether the institution of permanent life-partnership is deserving of
constitutional and legal protection].
And
it is the second of the two issues that opens a window for us not to
follow Volks. The development came with the Supreme Court
of Appeal
judgment in
Paixáo
.
I accept that the context in that matter was different. But –
as I will show shortly – that matters not. As stated
above,
Paixáo
concerned
a dependants’ action.
It
is plain that the familial nature of the relationship at issue was
central to the Supreme Court of Appeal’s conclusion
on the
prosecutability of the dependants’ action by a surviving
opposite-sex life partner against the Road Accident Fund.
The nature
of the relationship informed the development of the common law.
The court held that “[t]he proper question to ask is whether
the facts establish a legally enforceable duty of support arising
out
of a relationship akin to marriage…”. The fact that the
duty of support arose from an agreement took a back seat.
And that
this was so is plain because I cannot imagine that a court would
recognise a dependants’ action where friends had
similarly
assumed – through agreement – reciprocal duties to
support each other.
What
took centre stage in
Paixáo
was
the fact that the duty existed, and it existed in a familial setting.
And it is that familial and spouse-like relationship that
made it
necessary that the right be afforded legal protection
.
To the court, public policy as undergirded by constitutional values
dictated this. With this development, it seems to me it can
no longer
be fitting to distinguish the duty of support existing in the two
categories of familial relationships (i.e. marriage
relationship and
permanent life partnership) purely on the basis that one arises by
operation of law and the other arises from
agreement. Today it would
simplistic to continue to hold that view…”
(Emphasis
supplied).
[39]
The Constitutional Court also: (a) made clear that problems
associated with proving the
existence of permanent life-partnerships
are not insurmountable; (b) identified factors which, amongst others,
may be taken into
account in determining whether the existence of a
life-partnership has been proven; and (c) clearly indicated that
evidence
is required to prove the existence or otherwise of the
life-partnership in issue.
[40]
To sum up: we are not persuaded, given the approach adopted by the
applicant in this matter,
that we are in a position to make a
properly informed decision about whether the common law development
she seeks is required.
Nor are we persuaded that development of the
common law in the manner proposed by her is necessary or appropriate.
[41]
The applicant already has a common law remedy and her entitlement or
otherwise to maintenance
rests squarely on that remedy. She must
first prove facts establishing that the duty of support existed, and
that it existed in
a familial setting. If proven, her right to legal
protection will be established. The pending action affords her the
perfect opportunity
to do so. It is in that forum that the
fundamental dispute between the parties – whether or not a
permanent life-partnership
existed – can be fully canvassed,
and the trial court will be ideally placed to make that factual
finding. It is therefore
also from that factual finding that her
entitlement or otherwise to maintenance, and the extent and duration
thereof, will flow.
[42]
In reaching these conclusions we make it clear that they pertain only
to the particular
case presented to us by the applicant. Our
conclusions are most certainly not intended to be of some broader
implication or consequence.
It thus of course remains open to anyone
to approach court for declaratory relief of the nature which the
applicant has sought
in this matter and it is hoped that, should that
occur, this judgment may provide assistance as to the manner in which
such an
approach should be made.
The
third issue: whether the applicant should succeed in her claim for
interim maintenance and a contribution towards her costs.
[43]
On the case advanced by the applicant the interim relief for
maintenance and a contribution
towards costs was squarely based on a
finding in her favour for final declaratory relief. Given our
conclusions on that issue that
is really the end of the matter before
us. To this we add that counsel for the applicant correctly did not
suggest that a claim
for a contribution towards costs somehow arises
separately from a duty of support, this being the trite legal
position.
[44]
However we
briefly deal with two points raised on her behalf. The first is her
reliance (raised for the first time in oral argument)
on
Eskom
Holdings SOC Ltd v Vaal River Development Association (Pty) Ltd and
Others
(‘
Eskom’
)
[21]
where the Constitutional Court held, inter alia, that there is no
impediment to a court finding that ‘…
prima
facie there is enough pointing to the determination of the legal
question in the applicant’s favour in the envisaged
later
proceedings’
to ground a basis for interim relief.
[22]
Counsel for the applicant submitted, correctly in our view, that the
effect of
Eskom
is that an interim interdict may be granted pending the determination
of final relief on a legal issue.
[45]
But this does not assist the applicant for the reason that she
herself insisted, despite
a pending action for substantially the same
relief, that we determine that final relief (the declarator) upfront
so that she could
pin the basis for her interim relief on that final
relief.
[46]
The second is the submission made on her behalf that, unless this
court comes to her assistance
on a
pendente lite
basis, she
will be left ‘
destitute’.
This submission was made
in the face of the following pertinent common cause facts. On
27 October 2022 the applicant obtained
an interim order in the
Eastern Circuit Local Division in respect of the children’s
maintenance for payment of: (a) R60 000
per month cash;
(b) all of their educational expenses; (c) all of their
medical expenses; and (d) the rental of
R28 500 per month
as well as the monthly utilities in respect of the home in which she
and the children reside. In addition
her father has tendered R750 000
as security in the event of this court awarding her interim
maintenance.
[47]
Leaving aside various other factors on the papers, which we need not
determine, this is
not the picture of someone who will be left
destitute pending finalisation of the pending action. To this we add
that rule 37A(1)
of the uniform rules of court makes provision for a
matter to be referred to judicial case management at the request of a
party
at any stage after a notice of intention to defend is filed.
This provides the applicant with the opportunity to pursue an
expedited
process under judicial case management to secure (with
leave of the Acting Judge President) a preferential date for trial.
The
dissenting judgment
[48]
In having regard to the dissenting judgment, we note that it is
stated that:
‘
[59]
In this case, the respondent conceded under oath that he was in a
permanent romantic relationship with the applicant
for nine years.
It is so that the applicant only raised this latter issue in the form
of a replying note with the leave of
the court. The respondent
was allowed to deal with this allegation and declined to do so.
Thus, this allegation is
left untouched and must be accepted. Given
the nature of this application (and taking into account, among other
things, the case
studies admitted into the record by the amicus), I
would have called for the production of all the proceedings in the
George Court.
However, the majority in this connection overruled me.’
[49]
The inference is then drawn from the above apparent concession that
the respondent’s
position will probably worsen at the trial.
[50]
We
respectfully disagree. The replying note was an indulgence
afforded to the applicant’s counsel to file written argument
in
reply. It was not an invitation to introduce new facts
extracted from separate proceedings that are not before us.
Furthermore, the applicant’s counsel elected to selectively
quote from the respondent’s affidavit and not to attach
the
relevant affidavit wherein the concession was purportedly made.
[23]
In the absence of the full record, more particularly the affidavit
wherein the concession was allegedly made being placed
properly
before us, we are equally unable to properly contextualise this and
refrain from speculating thereon.
[51]
In addition, a ‘
permanent romantic relationship’
is not synonymous with a permanent life partnership wherein the
parties undertook reciprocal duties of support to one another within
the context of a familial setting. Our understanding of the
case law referred to herein is that a
permanent romantic
relationship’
does not per se equate to proof of the
assumption of a reciprocal duty of support in a familial setting.
Costs
[52]
Having given the matter careful consideration it is our view
that it would not be
in the interests of justice to mulct the
applicant with a costs order despite her lack of success. She clearly
relied on legal
advice throughout; she should be permitted to use the
security offered by her father of R750 000 to advance her case
in the
pending action so as to ensure, as far as reasonably possible,
equality of arms at the trial; and the respondent is, on his own
version, a man of substantial means.
[53]
In the result the following order is made:
‘
The application
is dismissed with no order as to costs.’
J
I CLOETE
H
M SLINGERS
WILLE,
J
: (
dissenting
)
Introduction
[54]
I have read my colleagues’ considered and thorough majority
judgment. While
I agree with most of their reasoning, I would
have granted a different order in the result. This is primarily
because, in
my respectful view, this is a matter mainly consisting of
constitutional ingredients and revolves around the granting only of
interim
financial relief to the applicant.
[55]
When dealing with issues with a constitutional flavour, a court must
guard against applying
‘black-letter’ law. I
believe that the focus should instead be on the actual wrong that
needs to be remedied.
The eloquent reasoning in the majority
judgment in
Eskom
fortifies my view in which it was held that:
‘…
I
see no legal impediment to a judge in such circumstances reaching a
conclusion that says prima facie
there
is enough pointing to the determination of the legal question in the
applicant’s favour in the envisaged later proceedings…’
[24]
Overview
[56]
The applicant and the respondent were involved in a serious romantic
relationship for over
nine (9) years. Three (3) minor children
were born in this relationship. The applicant contends that the
respondent
took care of all her and the minor children’s
maintenance needs and that they were entirely financially dependent
on the
respondent. I will, in due course, elaborate on the
issue of dependency as this is but one of the critical constitutional
ingredients that require the application of a constitutional lens for
a just determination of this matter. An amount of approximately
R100 000,00 per month was historically paid to the applicant by the
respondent. These funds she used towards household expenses
and
maintenance. A trust paid the rent for the former family home.
The trust is under the respondent's control.
The applicant and
the minor children are,
inter alia
, also beneficiaries of this
trust.
[57]
The relationship between the parties came to an end just more than a
year ago. The applicant
feared terminating their relationship as the
respondent threatened that she would be destitute if she left him.
[58]
Following
the termination of the relationship, the respondent has: (a)
drastically reduced the monthly amount paid to the applicant;
(b)
threatened to cancel the lease in respect of the former family home,
and (c) launched an application threatening to take the
children away
from the applicant.
[25]
[59]
In this case, the respondent conceded under oath that he was in a
permanent romantic relationship
with the applicant for nine years.
It is so that the applicant only raised this latter issue in the form
of a replying note
with the leave of the court. The respondent
was allowed to deal with this allegation and declined to do so.
Thus, this
allegation is left untouched and must be accepted. Given
the nature of this application (and taking into account, among other
things,
the case studies admitted into the record by the amicus), I
would have called for the production of all the proceedings in the
George Court. However, the majority in this connection overruled me.
[60]
The case for the applicant is that she was in a permanent life
partnership with the respondent,
which resulted in a reciprocal duty
of support. The applicant says the permanent life partnership
was established, among
other things, by the following: (a) the
parties were involved in a romantic relationship for over nine (9)
years; (b) the parties
took part in a ceremony akin to a wedding; (c)
three minor children were born from their partnership; (d) they
shared a common
home for over seven (7) years; (e) the general public
believed their relationship to be a marriage; (f) the parties
referred to
each other as husband and wife; (e) the respondent
provided financial support to the applicant and maintained the
applicant; (f)
the parties shared responsibility for the upkeep of
their common home following their respective means; (g) the parties
provided
emotional support, love and affection to each other and; (h)
the applicant attended to raising the children born of their
relationship.
[61]
The applicant now finds herself in a challenging position of needing
more recourse to claim
interim financial relief from the respondent.
The respondent denies that he owes the applicant any duty of support
and refuses
to contribute towards her maintenance. The
applicant has no assets and income and cannot make ends meet without
the respondent’s
financial assistance.
[62]
The common law recognizes a reciprocal legal duty of support between
spouses during the
subsistence of a marriage, and it is regarded as
an invariable consequence of marriage. Thus, following the
breakdown of
a marriage and the institution of divorce proceedings
and before its termination, spouses in marriages can enforce this
duty of
support on an interim basis utilizing the procedures provided
for in the court rules. However, parties in life partnerships
are left with no remedy regarding interim financial relief during the
subsistence and following the termination of their relationships.
[63]
There are pending action proceedings against the respondent in which
the applicant avers
that the relationship endured with the respondent
constituted a permanent life partnership. Accordingly, the
applicant’s
case is that this court is encouraged to develop
the common law in a manner that gives effect to the extent that the
common law
and legislation do not adequately do so. This must
be done by recognizing a legal duty of support for unmarried
permanent
life partners following the termination of the said life
partnership.
[64]
To achieve this, the applicant launched an application for interim
maintenance, pending
the determination of the action, as well as a
contribution to her costs in pursuing the action. The applicant
advances that
she has no alternative remedy to enforce her
entitlement to maintenance from the respondent following the
termination of their
life partnership. In summary, the
applicant advances that she cannot afford to wait until the
termination of the pending
action as she will be left destitute in
the interim, and she has no other funds to prosecute her maintenance
claim in the pending
action. She avers that she has taken
extensive loans from family and friends in the interim to assist with
her dire financial
position.
Relief
[65]
The applicant seeks an order that this court develops the common law
declaring that partners
in unmarried opposite-sex permanent life
partnerships, in which the partners had undertaken reciprocal duties
of support during
the life partnership, alternatively factually
reciprocally supported each other, are entitled to claim maintenance
from one another
following the termination of the life-partnership.
This is insofar as the said life partner cannot provide for this from
his or her means and earnings.
[66]
Further, pending the final determination of the action between the
parties, the respondent
is ordered to maintain the applicant as
follows, namely by the payment to the applicant in an amount of R56
000,00 per month as
cash maintenance and bearing the costs of
retaining the applicant on her current medical aid scheme. In
addition, the applicant
seeks an initial contribution towards the
costs in the pending action in the amount of R750 000,00.
[67]
The applicant has tendered security for the repayment of these
amounts should the court
dealing with the trial action find that the
applicant and the respondent were not in an unmarried opposite-sex
permanent life partnership
and that no duty of support falls on the
respondent to pay any maintenance to the applicant. The
respondent believes that
the security tendered by the applicant needs
to be improved.
Consideration
[68]
One of the core issues to be considered is whether it is appropriate
for the development
of the common law to be determined in this
application for interim financial relief. The respondent
contends that it is inappropriate
because it is a question of fact
whether a legal duty of support arises out of a permanent life
partnership. The respondent's
case is that a duty of support
arises from the facts giving rise to a contract to support. The
respondent advances that unlike
in a marriage, where the existence of
the marriage is capable of ready determination regarding a marriage
certificate and where
the consequences thereof flow by operation of
law, a permanent life partnership, and the nature of the obligations
undertaken in
the partnership must be proved concerning the partners'
agreement and these facts cannot simply be presumed or be shown on a
prima facie
basis.
[69]
The applicant avers that, on the respondent’s version, a
permanent-life partnership
existed between the applicant and the
respondent. The applicant argues that if established, the duty
of support between life
partners during the subsistence of the life
partnership is implied as a matter of law from the existence of the
said life partnership.
[70]
This must be considered against the objective of interim relief,
which is to restore the
status quo
between the parties pending
the action. The court must make that legal determination before
granting any interim relief.
Put another way, it is advanced
that the court cannot postpone the decision on the legal issues
because the court is obliged to
decide the legal issues as to whether
the common law should be developed in the manner sought and whether
the legal duty of support
between life partners falls to be developed
in our law.
[71]
By elaboration, the applicant contends that these legal issues
require a final determination.
This notwithstanding the facts
of the life partnership between the applicant and the respondent are
subject to a
prima facie
determination at this stage. To
succeed on this score, the applicant avers that she needs only to
establish the following
on a
prima facie
basis, namely, that:
(a) a life partnership existed between her and the respondent; (b)
the respondent maintained her during the
subsistence of the life
partnership; (c) the respondent is capable of maintaining her
according to the standard of living approximating
that which they
enjoyed during the permanent life-partnership and; (d) she is unable
to maintain herself according to the standard
of living approximating
that which they enjoyed during the permanent life-partnership.
The facts establishing whether or
not the applicant and the
respondent were undoubtedly in a permanent life partnership at this
stage of the litigation need only
be determined on a
prima facie
basis. In a recent case in Kenya involving cohabitation and the
legal consequences thereof, the court remarked that:
‘…
courts
could presume the existence of any fact which is thought likely to
have happened, regard being had to the common course of
natural
events, human conduct, and public and private business, in their
relation to the facts of a particular case. ’
[26]
[72]
The legal issue requires a final determination because there is no
alternative remedy,
and the applicant will suffer prejudice if the
application is not granted. The prejudice the applicant will
suffer significantly
outweighs the prejudice the respondent will
suffer if the interim financial relief is granted. Thus,
irreparable harm is
established. This argument is, to some
extent, fortified by the security the applicant’s father
tendered if the trial
court eventually finds that no life partnership
existed between the applicant and the respondent. Finally, it
must be so
that discretion vests in this court to grant the interim
financial relief sought by the applicant. On the issue of
discretion
in these circumstances, our jurisprudence indicates that:
‘…
in
the exercise of its discretionary power, the court may impose such
terms as it may think fit upon the grant or refusal of interim
relief…’
[27]
[73]
It is a common cause between the applicant and the respondent that
affordability is not an issue
in this application. Undoubtedly,
the applicant was accustomed to a luxurious lifestyle while in a
relationship with the
respondent. The trigger for the reduction
in maintenance paid to the applicant was the applicant’s
termination of the
relationship.
[74]
A core issue for me in this application is the issue of prejudice.
It goes without saying
that the applicant will suffer if the interim
financial relief is not granted to her. This must be weighed
against the prejudice
the respondent will suffer if interim relief is
granted.
[75]
The applicant’s father has tendered security for the amounts
payable by the respondent
(in the form of interim financial relief)
if the applicant is unsuccessful in the pending action. It is
contended that the applicant
needs an adequate alternative remedy to
enforce her entitlement to interim financial relief from the
respondent following the termination
of their life partnership.
The point is that the applicant cannot afford to wait until the
termination of the pending action,
as she will be left somewhat
destitute in the interim. Most importantly, she has no funds to
prosecute her maintenance claim
in the pending action.
[76]
Equally important, for me, is the applicant’s claim for a
contribution towards her legal
costs on an interim basis. I say
this because the applicant has no means to fund the pending action as
she has no assets
and earns no income. She has thus far managed
to pay a portion of her legal costs by borrowing money from friends
and family,
as evidenced by the loan agreements and the amounts
received from her father and her friends.
[77]
To the contrary, the respondent has conceded the affordability of the
applicant’s claims
for purposes of this application.
Moreover, the applicant will require the services of a forensic
accountant in preparation
for the trial. The respondent
advances that the applicant can maintain herself, and she will
accordingly require an industrial
psychologist's services for the
trial.
[78]
The general constitutional approach to the development of the common
law is that our courts are
enjoined: (a) to determine what the
existing common-law position is; (b) to consider its underlying
rationale; (c) to enquire whether
the current common-law position is
constitutionally offensive; (d) if it does so offend, consider how
development ought to take
place and; (e) to consider the broader
consequences of the proposed change on the relevant area of the
law.
[28]
[79]
When dealing with the development of the common law within a
constitutional context, regard should
be had to all the provisions of
our constitution that may find application, and the enquiry should be
holistically addressed.
The issue is whether the interpretation
contended for by the applicant would serve the integrated and
wholesome nature of equality
as envisaged by our constitution.
I hold the view that it would.
[80]
I am supported mainly in my view for developing the common law in
these circumstances by the
penchant remarks and the conclusion drawn
by our previous Chief Justice in the minority judgment in
Bwanya
.
[29]
He says the following:
‘…
The
“exclusion” of permanent life partnerships strikes me as
something that could be dealt with on an incremental basis
by
developing the common law to meet the identifiable needs…’
[30]
[81]
The applicant contends that insofar as the common law does not
currently recognize a legal duty
of support between life partners
during the subsistence of the life- partnership, this lack of
recognition is constitutionally
unacceptable because it discriminates
based on both marital status and gender. Thus, it constitutes
unequal protection before
the law. As a matter of pure logic,
it must be so that many partners find themselves in positions like
the applicant and
are left without legal recourse when their life
partnership terminates. The discrimination here maintains the
traditional
power structure in which a male partner dictates the
nature of the relationship and, therefore, the consequent entitlement
to legal
benefits flowing from the relationship.
[82]
The issue of choice is limited to either
getting married with legal benefits or remaining unmarried without
them. This is
also based on the incorrect assumption that
people in long-term permanent relationships make an informed choice
to forego the legal
benefits of marriage. It must be so that
people in long-term cohabitation relationships harbour the belief
that their relationships
have beneficial legal consequences.
The discrimination is further entrenched in the one-dimensional
formulation of choice
because it does not capture the social and
legal complexities of unmarried intimate relationships.
[83]
This calls for an analysis of our jurisprudence cited in the argument
on behalf of the respondent
to the objections to developing the
common law. I will now deal briefly with recent developments in
our law concerning some
of what I believe are the most significant
case authorities.
[84]
In the minority judgment in
Volks
[31]
,
it was indicated that there are two groups of cohabitants whose
duties to support one another deserve legal protection:
‘…
The
first would be where the parties have freely and seriously committed
themselves to a life of interdependence marked by express
or tacit
undertakings to provide each other with emotional and material
support
…’
[32]
[85]
The legal duty of support here is based upon recognizing and
enforcing the parties’ undertakings
or agreements. In the
second group, the law recognizes that the duty arises:
‘…
from
the nature of the particular life partnership itself. The
critical factor will be whether the relationship was such as
to
produce dependency for the party who, in material terms at least, was
the weaker and more vulnerable one (and who, in all probability,
would have been unable to insist that the deceased enter into formal
marriage). The reciprocity would be based on care and
concern
rather than on providing equal support in material or financial
terms…’
[33]
[86]
Our law has developed somewhat in this connection culminating in the
majority judgment in
Bwanya.
[34]
The reasoning adopted in this judgment moved considerably
forward (considering current norms and standards) in recognizing
a
legal duty of support between life partners during the subsistence of
a life partnership. I say this because, in the familial
context, people have moral, social and even religious obligations to
behave in specific ways toward one another. Where they
also act
out of affection and altruistic motives, a contract to support cannot
be the only reasonable explanation for maintaining
their partner.
It must be so that there is an overlap between contractual and
familial relationships.
[87]
Here, a legal duty of support comes into being. The overlap
between contractual and familial
relationships is reflected in the
factors a court should consider in deciding whether a tacit
contractual undertaking to support
has been proved and which elements
overlap with other factors developed by the courts in determining
whether a qualifying life
partnership has been proved or not.
Again, our previous Chief Justice in
Bwanya
illustrates this
point most eloquently as follows:
‘…
Common
law principles will guide or help a court to determine whether it has
been satisfactorily demonstrated that a “legally
enforceable
duty of support “ exists in a permanent life partnership that
bears at least some of the hallmarks of a marriage
relationship…’
[35]
[88]
Thus, it is no longer appropriate to distinguish between reciprocal
support duties that arise
by autonomic operation of law as an
invariable consequence of marriage and support duties that arise in
the context of permanent
life partners. It must be that
permanent life partnerships deserve some constitutional and legal
protection.
[89]
As the common law does not currently recognize such a legal duty
between life partners, such
lack of recognition is unconstitutional
as it discriminates on the grounds of marital status and thus is
constitutionally offensive.
What is required is a development
of the common law to recognize a legal duty of support between life
partners during the subsistence
of the life partnership, which duty
arises from the existence of the life partnership. The
development of the common law
will enable life partners to evoke the
machinery to enforce maintenance obligations during the subsistence
of the life partnership.
If this duty was to be recognized,
there can be no rational reason why such life partners should not
also be entitled to claim
maintenance from one another following the
termination of the said life partnership.
[90]
I say this because there have been significant judicial interventions
regarding extending rights
to life partners to claim maintenance
following the death of one of the partners. Significant
judicial interventions have
also been made in recognizing different
religious marriages and the ‘marital’ consequences
thereof. Some of these
previously excluded parties have now
been brought into the fold.
[91]
However, parties in life partnerships still need to be included
regarding maintenance following
the termination of their
relationships. The current legal position of life partners and
the lack of recognition of the rights
of life partners, upon the
termination of life partnerships, in comparison to spouses (as
broadly defined), in all other marriages,
is unequal and
discriminatory.
[92]
I see an overwhelming need for the common law to be developed
following the breakdown of a life
partnership, and in the absence of
any agreement reached between the parties regarding maintenance,
permitting a court, having
regard to the existing or prospective
means of each of the partners, their respective earning capacities,
financial needs and obligations,
the age of each of the parties, the
duration of the partnership, the standard of living of the parties
before the termination,
their conduct in so far as it may be relevant
to the break-down of the partnership, to make an order which the
court finds just
in respect of the payment of maintenance until the
death or remarriage of the partner in whose favour the order is
given, whichever
event may first occur.
[93]
The respondent eloquently argues that this cannot be done on an
interim basis as more facts may
come to light after evidence is
presented at the trial. This may be so, although I doubt the
respondent’s case will
improve after the trial action
considering what he stated under oath in the care and contact
application.
[36]
Given
what the respondent stated under oath, the respondent’s
position will probably worsen at the trial.
[94]
Given the penchant reasoning adopted in the majority judgment in
Eskom
,
I am inclined to grant interim financial relief.
[37]
I say this because this judgment clarifies the preferred legal
position when dealing with temporary relief drenched with
an
overwhelming constitutional ingredient. In summary, a court
should be alive and prepared to grant interim relief in situations
that dictate that a constitutional wrong falls to be corrected.
I say this because our courts are enjoined to develop the
common law
so that effect is given to discriminatory rights to the extent that
legislation does not give effect to such rights.
[38]
[95]
This is so because our courts must provide a remedy where there is
discrimination, and no other
remedy is available. Relationships
between life partners have changed considerably over the last four
decades on social,
economic, and many other levels.
[39]
Given these developments, the issue for consideration is whether life
partners should be afforded similar and equal protection
to spouses
insofar as maintenance is concerned. Our courts are the
protectors and expounders of the common law and share
an inherent
jurisdiction to:
‘…
refashion
and develop the common law in order to reflect the changing social,
moral and economic make-up of society…
’
[40]
[96]
Put in another way, the absence of any protection for life partners
undoubtedly constitutes unfair
discrimination against a group that
has been traditionally disadvantaged and marginalized. Marital
status and gender are
listed grounds of discrimination, and thus
discrimination against unmarried, co-habiting women is presumed to be
unfair.
Our courts are vested with the power to formulate an
entirely new remedy and procedure in circumstances where the
legislature has
failed to do so.
[41]
[97]
Another issue which bears scrutiny is whether maintenance for spouses
upon divorce has any foundation
in our common law.
Historically, it was generally accepted that, save in terms of an
agreement between spouses, the courts
had no power to award
maintenance on divorce. Uncertainty remained until this
position was finally resolved by way of legislative
intervention.
[42]
Thus,
the concept of maintenance for a spouse upon divorce predates
legislation and has some originating features in our
common law.
This goes to the core complaint piloted by the respondent that the
applicant should have challenged our current
legislation by way of a
frontal challenge. This is the issue that I will now attempt to
deal with. In this case, the
issue is that we need more
legislation. The challenge here is not directed against the
invalidity of any specific legislation.
[98]
A frontal challenge to legislation would also involve challenging the
constitutionality of multiple
statutes and the definition of
marriage. This was clearly illustrated in the minority judgment
in
Bwanya
as follows:
‘…
that
the defect is not located within section 2(1), but flows from the
fact that our law, as a whole, fails to govern the rights
of people
in permanent life partnerships. This is the real problem here…
[43]
[99]
A frontal challenge would ask the court to overhaul a system of
interacting statutes to bring
life partnerships within the scope of
the current marriage legislation. Thus, to bring life
partnerships into the fold of
existing marriage legislation would
require a far-reaching overhaul of the existing marriage
legislation. The respondent
contends the applicant must advance
a full-blown frontal challenge to obtain interim financial relief.
The applicant submits
that what she requires is not a complex
development of the common law.
[100]
By contrast
, the question of a frontal
challenge to the existing marriage legislation is complex. The
applicant argues that she only
seeks similar protection to ‘spouses’
upon terminating a life partnership insofar as maintenance is
concerned.
Further, the applicant is not seeking similar rights
to spouses insofar as a division, forfeiture or redistribution of
assets is
concerned. It is not the applicant’s case that
she wants equal rights to spouses in all respects and for her life
partnership
to be considered a marriage for all intents and
purposes.
[101]
On the contrary, she only seeks the same protection awarded to
spouses upon divorce insofar as maintenance is
concerned. The
appropriate legislation regulating life partnerships may be the
perfect solution in the fullness of time.
Undoubtedly, in this
case, it would have been desirable if the unconstitutional situation
had been resolved by legislative intervention
without litigation.
This has yet to happen despite the passage of an inordinate period.
In the circumstances, the power
to protect constitutional rights is
conferred upon our courts with the discretion to reflect on the
required development.
[102]
T
he factors that our courts must consider in
deciding whether a life partnership, in which reciprocal duties of
support arose during
the partnership,
reflect a mixture of
factors that indicate the conclusion of a tacit contract and other
factors more indicative of the communities’
legal convictions.
The applicant’s case is that she was under
the incorrect impression that she had some rights under the permanent
life partner
relationship between herself and the respondent.
The applicant says that she thought she had some rights under
the type of relationship she was in and that the contract proposed
by
the respondent would take even those rights away from her and leave
her in a worse position.
[103]
The applicant considered her relationship status a
type of marriage under which she had acquired some rights and
protections.
The respondent needs to engage extensively
with this factual position. Most importantly, she
was
in a worse bargaining position than the respondent. I say this
because: (a) she did not earn an independent income; (b)
she had no
assets of her own; (c) she was a mother of three young children, and
(d) she was entirely financially dependent on the
respondent.
[104]
Accordingly,
the applicant’s case is that the duty of
support in life partnerships goes well beyond undertakings (although
there are elements
of undertakings of reciprocal duties of support
present in her relationship with the respondent). The applicant
and the respondent
partook in a wedding ceremony abroad akin to a
wedding. They manifested their intention to be bound together
in a permanent
relationship in the presence of witnesses. They
received a wedding certificate.
[105]
The fact that the applicant could borrow funds does not detract from
her right to claim maintenance, nor does
this morph into an
alternative remedy available to her. No doubt it would be safer
and more appropriate to decide the issue
of the existence or not of
the life partnership between the applicant and the respondent at the
trial. However, given the
security offered by the applicant, I
see no reason not to grant interim financial relief to the
applicant. The respondent
advances that the security tendered
needs to be increased. The court's registrar may determine this
dispute if the parties
cannot agree on the amount of security
tendered. This is a manageable hurdle to the interim relief
being granted.
[106]
I need to deal with some of the issues raised by the
amicus.
It is submitted that maintenance was traditionally developed through
common law developments. On this, I agree.
In addition,
the legislature has taken steps to address the refusal to develop
specific areas of the common law relating to maintenance.
[44]
This does not mean that a court cannot develop the common law in the
present circumstances.
[107]
If the legislature eventually decides to enact different legislation
from the development of the common law, it
is free to do so. I
cannot envisage any legislative developments placing the applicant in
a worse position than she currently
finds herself in. I say
this because any legislative development will always be subject to
constitutional scrutiny and validity.
[108]
The
amicus
produced invaluable case studies showing the
different faces of women who may need to approach the courts for
similar relief.
These case studies show that many women
referenced in the case studies and many others are left with the
choice to invariably remain
in unhealthy or unhappy relationships or
be left without a home or means of support. It is argued that
providing redress
to these many faceless women will be a step in the
right direction to redress the most vulnerable women in our society.
[109]
Finally, it was advanced that providing redress to the applicant, in
this case, would significantly impact the
plight of these many
faceless women in our society. Thus the case between the
applicant and the respondent cannot be viewed
in isolation. On
this, I also agree.
[110]
I say this because every judicial and legislative development since
being introduced has provided financial relief
to women left
vulnerable at the termination of their intimate relationships.
Further, it was eloquently advanced on behalf
of the
amicus
that it is common for a court to borrow from the legislature's
language without a frontal challenge to the legislation. The
applicant is not seeking a divorce or any consequential proprietary
relief. The applicant seeks only interim financial relief.
[111]
Thus, it is submitted that the applicant, in these circumstances,
would face some insurmountable hurdles in challenging
specific
legislation in isolation.
[45]
Again, on this, I agree. I can see no difficulty in a court
borrowing from the language of existing legislation to
provide a
limited right in specified circumstances to allow for the applicant
and those many different faces of women referenced
in the case
studies presented by the
amicus
to
claim interim financial relief from their permanent life partners.
[112]
There are adequate safeguards as a court hearing such a claim will
consider, among other things, the length of
time since the alleged
termination of the relationship in deciding whether or not to
exercise its discretion in favour of a claimant.
The court will
also consider all the evidence to decide whether and when a life
partnership existed and for how long it subsisted.
This is what
courts do.
[113]
In conclusion, the following:
‘…
The
protective rationale of family law buttressed by the constitutional
goal of achieving substantive equality requires that economically
vulnerable dependent parties should not be left impoverished at the
termination of dependence-inducing relationships…’
[46]
[114]
In all the circumstances, I would have made an order in the following
terms, namely:
1.
That it is with this declared that partners, in life partnerships in
which the
partners had, during the existence of the life partnership,
undertaken to each other reciprocal duties of support, alternatively
factually reciprocally supported each other, are entitled to claim
interim financial relief from one another, following upon the
termination of the life partnership.
2.
The respondent shall pay the applicant the sum of R45 000,00 per
month
pendente lite
in cash maintenance for the applicant.
The first payment shall be made on or before 1 April 2023 and monthly
after that on
or before the 1
st
day of every subsequent
month, free of deduction or set-off, by way of electronic funds
transfer into a bank account as the applicant
may nominate from time
to time, in writing. The amount set out above shall increase
annually each year, following the percentage
increase in the headline
inflation Consumer Price Index, as published by Statistics South
Africa, during the preceding year, the
first increase effective from
1 April 2024.
3.
The respondent shall bear the costs of
retaining the applicant on the current medical aid scheme and shall
bear the costs of all
reasonably incurred medical, dental, surgical,
hospital, orthodontic and ophthalmological treatment required by the
applicant,
any sums payable to a physiotherapist, practitioner of
holistic medicine, psychiatrist/psychologist and chiropractor, the
cost
of all prescribed medication and the provisions where necessary
of spectacles or contact lenses. The respondent shall pay
such
expenses promptly within seven days of invoice or shall reimburse the
applicant for any expenses she may have paid within
seven days of
providing him with copies of the relevant invoices or receipts.
4.
The respondent shall pay an initial contribution of R350 000,00
pendente lite
towards the applicant’s legal costs in the
trial proceedings. Such sum shall be paid directly to the
applicant’s
attorney of record as follows:
a.
R200 000,00 by no later than the last day of April 2023.
b.
R150 000,00 by no later than the last day of July 2023.
5.
The applicant shall provide security to the respondent for the
maintenance amounts paid to her
pendente lite
and the amounts
paid as a contribution towards her costs
pendente lite
in the
amount and form as agreed between the parties, alternatively in the
form and the amount as directed by the registrar of
this court.
6.
The costs of and incidental to this application shall stand
over for
later determination in the trial action.
E.D.
WILLE
Judge
of the High Court
Cape
Town
For
applicant: Adv B Pincus SC and Adv A Thiart
Instructed
by: Maurice Phillips Wisenberg (Mr B Preller)
For
respondent: Adv B Gassner SC, Adv J Bleazard and Adv L Bezuidenhout
Instructed
by: BDP Attorneys (Mr G De Beer)
For
Amicus Curiae: Adv A Christians
Instructed
by: The Women’s Legal Centre Trust
[1]
In the application before us the parties are not in
agreement as to when they commenced their romantic relationship.
The
applicant alleges it was in 2013, while the respondent alleges it
was in 2014.
[2]
He has also delivered a counterclaim which relates only
to issues concerning the children, to which the applicant
has
pleaded.
[3]
No 70 of 1979.
[4]
Economic
Freedom Fighters and Others v Manuel
2021 (3) SA 425
(SCA) at para [61].
[5]
No 17 of 2006, s 13.
[6]
No 120 of 1998, s 8(4)(a).
[7]
No 27 of 1990, s 2.
[8]
2004 (5) SA 331 (CC).
[9]
2022 (3 ) SA 250 (CC).
[10]
S v
Thebus and Another
[2003] ZACC 12
;
2003 (6) SA 505
(CC) at para
[31]
.
[11]
Thebus
at para [25];
Pharmaceutical
Manufacturers Association of South Africa and Another: In re Ex
Parte President of the Republic of South Africa
and Others
2000
(2) SA 674.
[12]
2016 (1) SA 621
(CC); see also
MEC
for Health and Social Development, Gauteng v DZ obo WZ
2018
(1) SA 335
(CC) at para [31].
[13]
Carmichele
v Minister of Safety and Security and Another (Centre for Applied
Legal Studies intervening)
[2001] ZACC 22
;
2001 (4) SA 938
(CC).
[14]
GG 30663 dated 14 January 2008.
[15]
See pp89 to 95 of the SALC’s Single Marriage Statute
Discussion Paper 152. This is followed by a discussion on
unregistered
life-partnerships, in section L, pp95 to 101.
[16]
At para [28].
[17]
2012 (6) SA 377 (SCA).
[18]
See fn 9 above.
[19]
At para [62].
[20]
Volks
NO v Robinson
2005 (5) BCLR 446 (CC).
[21]
2022 [ZACC44], delivered on 23 December 2022.
[22]
At para [251].
[23]
The
relevant portion of the replying note reads: ‘
We
respectfully submit that the Respondent’s contentions that his
life-partnership with the Applicant was somehow not serious
or
permanent, is without merit and not honest. In this regard, we
refer this Honourable Court to the Respondent’s
own allegation
in his application in the George High Court, in which he describes
his relationship with the Applicant as “a
permanent
romantic relationship
...for
the
past
9 years
.”’
[24]
Eskom
Holdings SOC Ltd v Vaal River Development Association (Pty) Ltd
and
Others
[2022] ZA CC 44
para [251].
[25]
This
was heard in the Civil Circuit Court held at George (the ‘George’
Court).
[26]
Mnk
v Pam Initiative for Strategic Litigation in Africa
(ISLA) (
Amicus
Curiae
)
(Petition 9 of 2021) [2023] KESC 2 (KLR) (Family) (27 January 2023)
page 3 at para [3].
[27]
Chopra
v Sparks Cinemas (Pty) Ltd & another
1973 (4) SA 372
(D)
at 379 D to 380 A.
[28]
Mighty
Solutions t/a Orlando Service Station v Engen Petroleum Ltd and
Another
2016
(1) SA 621
(CC) para [39].
[29]
Bwanya
v The Master of the High Court and Others
2022 (3) SA 250 (CC).
[30]
Bwanya
v The Master of the High Court and Others
2022 (3) SA 250
(CC) para [137] F-G.
[31]
Volks
NO v Robinson and Others
2005 (5) BCLR 446 (CC).
[32]
Volks
NO v Robinson and Others
[2005] ZACC 2
;
2005 (5) BCLR 446
(CC) at para
[214]
.
[33]
Volks
NO v Robinson
[2005] ZACC 2
;
2005 (5) BCLR 446
(CC) at para
[218]
.
[34]
Bwanya
v The Master of the High Court and Others
2022 (3) SA 250 (CC).
[35]
Bwanya
v The Master of the High Court and Others
2022 (3) SA 250
(CC) para [138] G-H.
[36]
This
in the Civil Circuit Court held in George.
[37]
Eskom
at para’s [194], [213], [244], [245], [246], [249] and [251].
[38]
Section
8(3)(a) of the Constitution of the Republic of South Africa.
[39]
Since the
Divorce Act, 70 of 1979
.
[40]
S
v Thebus and Another
[2003] ZACC 12
;
2003 (6) SA 505
(CC) at par
[31]
.
[41]
Children's
Resource Centre Trust and Others v Pioneer Food (Pty) Ltd and Others
2013 (2) SA 213
(SCA)
.
[42]
Section 10 of the Matrimonial Affairs Act 1953, now
Section 7
of the
Divorce Act, 70 of 1979
.
[43]
Bwanya
v Master of the High Court and Others
2022 (3) SA 250
(CC) at [192].
[44]
By way of example, by the enactment of the Maintenance of Surviving
Spouses Act, 27 of 1990.
[45]
Namely
section 7(2)
of the
Divorce Act, 70 of 1979
.
[46]
Amanda Barratt – “In Which the Partners Undertook
Reciprocal Duties of Support” – A Discussion of the
Phrase as Used in
Bwanya
v Master of the High Court, Cape Town
,
at page 22. PER/PELJ 2022(25).
sino noindex
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