Case Law[2023] ZAWCHC 62South Africa
S.K v J.L.K (3198/23) [2023] ZAWCHC 62 (24 March 2023)
Judgment
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# South Africa: Western Cape High Court, Cape Town
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## S.K v J.L.K (3198/23) [2023] ZAWCHC 62 (24 March 2023)
S.K v J.L.K (3198/23) [2023] ZAWCHC 62 (24 March 2023)
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sino date 24 March 2023
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IN THE HIGH COURT OF
SOUTH AFRICA
(WESTERN CAPE
DIVISION, CAPE TOWN)
CASE NO: 3198/23
In the matter between
S[...]
K[...] (BORN S[...])
APPLICANT
AND
J[...]
L[...] K[...]
RESPONDENT
Date of Hearing:
13 March 2023
Date of Judgment:
24 March 2023 (to be delivered via email to the
respective Counsel)
JUDGMENT
THULARE J
[1] This was an opposed
rule 43 application in which the applicant sought maintenance pending
the divorce action for herself and
her two minor children, including
monthly payment for her vehicle, maintenance costs to a home, being
allowed to retain movable
items in the house for her and the children
and payment of an amount of R439 940-00 without any deduction or
set-off in respect
of a contribution to legal costs. There was an
interim order in place in terms of which the children resided with
each of the parties
50% of the time and the respondent met the daily
maintenance expenses when the children were with him. He paid for the
children’s
pre-school fees. The respondent also paid 50% of all
additional and excess medical expenditure not covered by the
children’s
medical aid, provided that the costs were reasonable
and incurred by prior agreement between the parties except in case of
emergencies,
costs associated with one of the children’s
extracurricular activities up to a maximum of two activities per term
(ie one
activity per child) and the cost of equipment, attire and
club fees if any; and 50% of any additional educational expenses
which
included the cost of schoolbooks, stationary, uniforms and
equipment that the children may require. In his response, the
respondent
made a tender to continue to make these payments in
respect of the maintenance of the children. In relation to the
matrimonial
property, which the parties jointly owned, the
respondent’s case was that the parties were unable to afford to
retain the
property and tendered that the property be sold and that
both parties share the net proceeds of the sale of the property in
equal
shares. The respondent’s case was that the applicant
could afford her own maintenance and legal costs.
[2] The issue is whether
the order sought was a just and expeditious decision to be made.
[3] I dealt with this
matter in the urgent court primarily because of my understanding of
the terms of an order by Cloete J on 16
February 2023. The applicable
term read:
“
5
The applicant shall co-operate with any child-care expert appointed
by the respondent, in the event that the respondent elects
to appoint
her own expert, which expert shall be appointed within 3 weeks of
this order, if any.”
The applicant elected to
appoint her own expert and needed funds urgently in order to mandate
an expert to represent her interests
and that of the children in the
care and contact dispute within the time set out by that court order.
The expert identified require
a deposit, which the applicant alleged
was unable to raise.
[4] The parties were
married in April 2016 out of community of property by ante-nuptial
contract with the exclusion of accrual.
Two children, twins, were
born of the marriage in 2019. The respondent served the applicant
with divorce summons on 23 January
2023 and launched an urgent
application for care and contact with the children. In his
particulars of claim the respondent sought
that the parties
contribute to the children’s maintenance in proportion to their
respective means. The applicant actively
prevented the respondent
from exercising regular contact with the children and caring for them
in the same manner as he had done
and insisted that he exercise only
limited contact with the children. The applicant went so far as to
inform the principal of the
pre-school that she would do anything in
her power to exclude the respondent from the children’s lives.
The conduct of the
applicant led to the respondent approaching the
High Court for a care and contact order. The applicant also filed a
domestic violence
application, which is pending.
[5] During the marriage
the respondent paid for her car insurance and short-term insurance,
and in January 2023 the respondent cancelled
the policies and these
two items were moved to her own policy. The respondent used to be the
main member of the family’s
medical aid scheme and the
applicant paid the premiums. The applicant removed herself and the
children as beneficiaries of the
respondent and did not pay the
premiums. The applicant enrolled herself in a medical scheme with the
children. The respondent paid
for levy, rates and taxes. The
applicant requested the managing agents to send the levy, rates and
taxes accounts to her. The interim
domestic violence order directed
the respondent to leave the common home. He moved in with his parents
and was in the process of
acquiring accommodation where he had to pay
rental.
[6] The parties’
earning capacity has historically been equal and both have always
contributed to the household expenses in
equal shares. The applicant
earned around R58 000-00 before changing jobs to become an
independent broker in January 2023. In January
her fee income was R26
784-58. The applicant moved positions because the new work had
significant earning potential of reaching
R100 000-00 per month,
which would result in an increase in her income as she established
herself in her new position. The respondent’s
gross income was
R73 170-29. He on occasion bought goods on auction and resold them
for a profit and occasionally made between
R10 000-00 and R15 000-00.
He has a pension fund with a value of R873 538-08 and a retirement
annuity with a value of R442 493-85.
His savings have been adversely
affected by the ongoing litigation and relocation and were depleted.
The respondent’s vehicle
valued at R400 000-00 was fully paid.
The applicant has a retirement annuity with a value of R200 000-00, a
provident fund with
a value of R173 190-04 and refinanced her vehicle
to the value of R450 000-00.
[7] The common home of
the parties was worth about R4 000 000-00 with about R254 833-00
still owing to the bank on a bond. During
the marriage, the parties
divided responsibilities for their monthly household expenses. The
applicant paid for groceries and toiletries,
internet, clothing for
the entire family, medical aid premiums for the entire family,
monthly bond repayments and extra-mural activities
for one child. The
respondent paid for bulk meat, which the parties deemed not to form
part of the grocery, the children’s
school fees, levies, rates
and taxes, vehicle insurance and short term insurance premiums,
gardener and house help’s salaries,
extra-mural activities for
one child and one child’s lift club.
[8] The true liabilities
of each of the parties was about R300 000-00. I am saying true
because amongst others, the applicant indicated
a loan from a friend
of R80 000-00 when the bank statements indicated that that amount had
been paid back to the borrower. The
applicant also included
attorneys’ fees at R100 000-00 in her liabilities. The bank
statements indicated that the amount
had been paid and was not owing.
There were also amounts on both the overdraft and revolving credit
plans which had been repaid,
resulting in lesser amounts than those
in applicant’s founding affidavit. What was of concern was that
the bank statements
revealed a worrying gambling pattern, with the
use of the credit card, by the applicant. In September 2022 she spent
R23 613-51,
in October R48 136-69, in November R69 592-52 and in
December 2022 R45 182-02. These were online gambling purchases. This
means
that in four months the applicant spent around R186 524, 92
gambling online. She pleaded being indigent and expected to be found
lacking. In her application to refinance her vehicle on 15 February
2023 the applicant indicated a disposable income of R24 145-93.
[9] The applicant needs
accommodation, but not that which may be beyond her means. Just like
every average South African on finances,
she must cut her cloth to
the size of her dress. Where the parties have equal, although not
similar earnings, and they share care
and contact equally, without
more, in my view it was not established that the applicant deserved
to be paid anything by the respondent
for the period that the
children are with her. The respondent paid for water, electricity,
rates and taxes for the property. I
fail to see the wisdom of
redirecting that expense from the respondent to her through the
managing agents, and then claiming that
amount in a rule 43
application. This kind of conduct, where on the eve of divorce or
immediately after service of divorce summons
the role of a party in
the maintenance of the spouse or the children was sought to be erased
or the effect thereof scraped out,
whilst the liabilities and
expenses are inflated or amassed ostensibly to make up a case for a
rule 43 application, need not be
encouraged. The applicant cannot
claim for the transport of the son, for which the respondent was
paying.
[10] The inclusion of
these kids of expenses, including medical expenditure at R1000 per
month per child, when the respondent is
paying and has tendered to
continue paying such expenses, suggests that the items were included
simply to inflate and increase
the expenditure on the children. It is
not for this court to tell the applicant how to run her life and what
to do with her earnings.
As a result, it is generally none of the
court’s business that she elected to pay R6000 for life cover
and R10 000-00 per
month for an annuity. However when she uses that
to advance a case that she cannot afford her lifestyle and wants the
court’s
intervention for the respondent to pay for it, it
becomes my business. These amounts are excessive when regard is had
to the parties’
earnings. This is moreso if one considers that
the life cover was taken out over the life of the applicant’s
father. This
is an expense which is not only excessive but
unnecessary.
[11] As regards legal
costs, although the applicant in her notice of motion used the word
contribution, in her papers, including
on a paper which was prepared
and handed during the hearing titled “REVISED LEGAL COSTS”,
the applicant claimed the
totally of the legal costs and not a
contribution thereof. The total in her founding affidavit was R439
940 and in the revised
costs the total was R357 440-00. In setting
out the breakdown, the original amount claimed will be set out and
where revised the
revision amount will be in brackets. The amounts
set out were indicated as trial preparation including costs of
counsel and attorney,
up to and including the first day of trial. To
drafting plea and counterclaim, discovery, rule 37 and pre-trials for
20 hours at
R1700 per hour excluding vat and disb R34 000 and 10
hours at R1150 per hour excluding vat and disb R20 000 (R11 500).
[12] On consultation with
counsel and attorney in respect of preparation for trial -2 days the
amounts were set out as follows:
Counsel at R20 000 (R11 500-00) per
day excluding vat and disb R40 000 (R23 000-00). Attorney at R17
000-00 per day excluding vat
and disb R34 000-00. Consultations with
instructing attorney per hour 10 hours at R1 700 per hour excluding
vat and disb R17 000.
Attorney’s fees in respect of preparation
of bundles and costs of subpoenas of witnesses R42 500-00. Expert
qualifying fees
for first day of trial R30 000-00. Counsel’s
first day excluding vat and disb R20 000 (R11 500). The applicant
alleged to
have already spent approximately R92 000-00 on the care
and contact matter. In terms of Cloete J’s order the parties
must
inter alia
file supplementary affidavits, joint minutes
and heads of arguments in preparation for the hearing on 4 October
2023. The applicant’s
estimated costs are: to receive and
perusal of expert reports, joint minute, consulting with attorney and
a counsel, and to drafting
and filing supplementary affidavit R60 000
(R40 000), to draft heads of argument R30 000-00 (R10 000-00),
counsel’s day fee
R20 000-00 (R11 5000), attorney’s day
fee R17 000-00 and to attorney’s various attendances in respect
of the matter
R17 000. Settlement is clearly not an option.
[13] Rule 43(5) of the
Uniform Rules of Courts read as follows:
“
43
Interim relief in matrimonial matters
(5) The court may hear
such evidence as it considers necessary and may dismiss the
application or make such order as it deems fit
to ensure a just and
expeditious decision.
[14] During the marriage
the expenses of the children have been proportionally shared between
the parties and in my view there was
no reason to interfere with that
arrangement until the divorce was finalized, including the contact
and care dispute between the
parties. The expeditious nature of a
rule 43 application, in my view, in itself was sufficient reason to
not allow for a complex
enquiry of the nature of an involved
maintenance order. In my view, complex enquiries should preferably be
pursued in the maintenance
courts, which now have the power to make
an interim order as envisaged in section 10(6)(b) of the Maintenance
Act, 1998 (Act No.
99 of 1998) (the MA). The power of a maintenance
court to make an interim order before the maintenance enquiry was
heard is a new
development, which was introduced by section 4 of the
Maintenance Amendment Act, 2015 (Act No. 9 of 2015) which came into
operation
on 9 September 2015. Section 10(6)(a) of the MA provided
the legislative voice to the urgency of maintenance enquiries. Where
the
issue is simply the determination of a reasonably appropriate
amount to be paid for the support of the spouse or the children, the
proper machinery is the maintenance recovery regime of the MA. It
provides for a proper investigation and an enquiry. In that
machinery, a maintenance investigator is available to run the errands
to help determine the difference in value between two bob
and twenty
cents, whilst the maintenance officer and the parties have the time
to use a calculator to add, subtract, divide and
multiply the figures
where necessary, to help the parties and the magistrate to determine
reasonable amounts to be admitted as
expenses.
[15] The requirement in
Rule 43(5) for a just order, in my view, placed a duty not only on
the courts but also on applicants to
base their applications and
their conduct according to what is morally right and fair. It
requires a dispassionate approach to
the application, which is guided
by truth and reason. In as much as family law matters are in their
very nature emotionally charged,
it is expected of an applicant to
strive not to be influenced by strong emotions and affected by
personal bias. This will allow
some measure of calm, so that they can
be rational and be able to think clearly and to make good decisions.
A Rule 43 application
remains a process of balancing the scales for a
just divorce process and provides temporary assistance for the
support of the spouse
and the children and to enable a party in an
unfair position to present its case adequately before the court.
[16] Rule 43 was not
created to give an interim meal ticket [
Nilsson v Nillson
[1984]
1 All SA 520
(C) at p. 520. The rule was enacted to ensure justice in
that the parties are treated fairly
vis-à-vis
one
another. I have to add that the rule was also not intended to result
in an order which will for all intents and purposes be
a certificate
of exemption of legal practitioners to some risk, to wit, that their
fees were covered in advance. The totality of
what is covered by the
rule has its basis in the duty of support that the spouses owe each
other [
Carry v Carry
1999 (3) SA 615
(C) at 619H-I and parents
owe to their children.
[17] The applicant
exaggerated her expenses and understated the support that the
respondent was providing to her and the children.
This is
dishonourable conduct which has no place in judicial proceedings [
Du
Preez v Du Preez
2009 (6) SA 28
(TPD) at 32D-E]. The parties in
rule 43 proceedings have a duty to act in utmost good faith and to
disclose fully all material
information regarding their financial
affairs and failure to carry out this duty would justify refusal of
the relief sought [
Du Preez,
at 32G-H]. The needs of the
parties and their respective available means did not persuade me that
the order as prayed for would
be fair
vis-à-vis
the
parties under the circumstances.
[18] In my view, the rule
was not envisaged for the parties to have similar means. If that was
the case experience taught that some
divorce actions would run for
the lifetime of the parties therein engaged and for as long as the
legal practitioners’ fees
were covered in advance. The rule was
intended for the parties to have equal means so that they can on an
equal footing adequately
engage with the issues between them.
Equality includes the paradox of similarities and differences in one
whole. It is necessary
to indicate that equality is sometimes a
logically self-contradictory concept which has the propensity to run
contrary to other
people’s expectations. Equality may involve
contradictory yet interrelated elements. I understand equality, in
the context
of a rule 43 application, to accept the difference
between available means between the parties, for as long as that
difference
does not amount to an unfair advantage for one party at
the expense of the other and lead to unjust divorce proceedings.
[19] For these reasons, a
just decision is to dismiss the application with costs, such costs to
include costs of counsel.
DM THULARE
JUDGE OF THE HIGH
COURT
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