Case Law[2023] ZAWCHC 299South Africa
Davids v Passenger Rail Agency of South Africa (9794/2019) [2023] ZAWCHC 299 (24 November 2023)
High Court of South Africa (Western Cape Division)
24 November 2023
Judgment
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# South Africa: Western Cape High Court, Cape Town
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## Davids v Passenger Rail Agency of South Africa (9794/2019) [2023] ZAWCHC 299 (24 November 2023)
Davids v Passenger Rail Agency of South Africa (9794/2019) [2023] ZAWCHC 299 (24 November 2023)
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sino date 24 November 2023
FLYNOTES:
PERSONAL INJURY – PRASA –
Volenti
non fit iniuria
–
Plaintiff
falling from open doors of crowded train on non-platform side –
PRASA contending that plaintiff voluntarily
assumed risk of injury
– Plaintiff expected these doors to close and only
discovered that they did not close after
train commenced moving –
Carriage only became overcrowded subsequent to entering train and
he was pushed towards open
sliding door on non-platform side –
Plaintiff was not in any way negligent – PRASA is liable to
compensate the
plaintiff for such damages that he may prove or be
agreed.
IN
THE HIGH COURT OF SOUTH AFRICA
(WESTERN
CAPE DIVISION, CAPE TOWN)
Case No:
9794/2019
In
the matter between:
JOHN
CARL DAVIDS
Plaintiff
and
THE
PASSENGER RAIL AGENCY OF SOUTH AFRICA
Defendant
Date
of Judgment: This judgment was handed down electronically by
circulation to the parties’ legal representatives by email
on
24 November 2023.
JUDGMENT
FRANCIS,
J:
[1]
The plaintiff, John Carl Davids, instituted an action against the
defendant, the Passenger Rail
Agency
of South
Africa
(
hereinafter referred to as “the
defendant” or “PRASA”),
in which he claimed
damages for injuries he sustained in an incident that occurred on 24
October 2017.
[2]
PRASA provides rail commuter services within South Africa under the
name “Metrorail”
and was established as a transport
utility in terms of section 22 of the Legal Succession of the South
African Transport Services
Act 9 of 1989.
[3]
The plaintiff
alleges that
he
fell, or was pushed, out of the open sliding doors of a moving
Metrorail commuter train, owned and operated by the defendant.
The
plaintiff pleads in his particulars of claim that he was a passenger
with a valid train ticket travelling in a train carriage
between the
Brackenfell and Stikland railway stations within the Cape
Metropolitan Area. During the entire duration of his journey,
the
train carriage door adjacent to where he was standing remained open.
The movement of the train, coupled with the jostling of
other
passengers, resulted in the plaintiff being propelled towards the
open door of the train carriage. Eventually, the plaintiff
was
pushed, alternatively fell, out of the open carriage door.
[4]
According to the plaintiff, the incident was due to the
sole
negligence of the defendant, alternatively the defendant’s
employees, who failed to comply with the defendant’s
legal
duties and duty of care in that, amongst other things, they failed to
put reasonable safety and security measures in place
to ensure the
safe passage of commuters, they failed to ensure that the train was
in a safe condition, they failed to ensure that
the train was not
filled with passengers beyond the designated capacity, they failed to
ensure that the doors on the carriages
of the train were installed
and functioned in such a way so as not to pose a risk to the public
(including the plaintiff), and
they failed to ensure that all the
doors of the carriages on the train were properly closed prior to
departing from the station
platform. Had the defendant not been
negligent and discharged its legal duties, the incident would not
have occurred, and the plaintiff
would not have sustained the
injuries as alleged.
[5]
In its initial plea,
the defendant simply denied
the averments as pleaded. After the evidence was concluded at the
trial hearing, the
defendant amended its plea without
opposition. In its amended plea, the defendant
essentially
denied that it had negligently omitted to discharge any legal duty,
either on the basis as pleaded or at all. It raised
a number of
discrete defences in the alternative: that the incident was caused by
the sole negligence of the plaintiff; that the
plaintiff voluntarily
accepted (by consenting to) the risk of serious injury inherent in
his attempt to board a full train when
it was inopportune, unsafe,
and dangerous to do so; that any purported negligence on the part of
the defendant was not causally
linked to the plaintiff’s loss;
and, that the incident was caused partly through the negligence of
the defendant and partly
as a result of the plaintiff’s
negligence.
[6]
At the commencement of the trial, and by agreement between the
parties, the Court
granted an order separating the issues in terms of
rule 33(4) of the Uniform Rules of Court on the basis that the issues
relating
to liability would first be determined and the remaining
issues would stand over for later determination, if necessary.
EVIDENCE
[7]
The plaintiff gave evidence at the trial. In addition, he
called Mr Ebrahim Koopman (“Mr
Koopman”) who was also a
passenger in the train carriage with the plaintiff.
No
witnesses were called on behalf of the defendant.
[8]
In summary, the evidence of the plaintiff in so far as the issue of
liability is concerned, was
as follows:
[8.1]
Approximately two weeks prior to the train incident,
the plaintiff
was contracted to do refrigeration work at the Protea Spar in
Brackenfell.
It was a short duration
contract of one to two months.
On the morning of 24
October 2017, he travelled to work by train from Athlone to Maitland
and thereafter to Brackenfell.
The return journey would be the
inverse and he would initially go to Bellville station from where he
would travel back to Athlone.
He had travelled in
this way to work six or seven times before the day of the train
incident. He had purchased a weekly train ticket
which covered his
whole journey to and from work,
[8.2]
On the day of the train incident, he travelled to work
on the train
in the morning. After he finished work, he walked back to the
Brackenfell train station, arriving there after 17h00.
When he
arrived at Brackenfell station, he had to wait for a while for the
train to arrive. He
then boarded the train from
Brackenfell to take the reverse route back to his home in Athlone.
The train incident happened
shortly thereafter, during his journey
homewards, and between the Brackenfell and Stikland train stations.
[8.3]
The plaintiff testified that he recalled seeing the
train arriving at
the Brackenfell train station. As he stood on the platform
facing towards the tracks, the train entered
the station travelling
from his right-hand side to his left. When the train came to a
standstill, he noticed that the carriage
which he subsequently
entered had two sets of doors facing the platform, and that both sets
of doors were open while the train
was still in motion and when it
stopped. He described the train and carriage he boarded
as the same as the train and
carriage depicted in the photograph
admitted into evidence as a
Metrorail South Africa Class 5M2
commuter train. The motor coach has a squarish front, the
trailer carriage has two corresponding sets of sliding doors on
either side of the carriage, and both are painted grey and yellow. He
stated that the interior of the carriage had seats along the
two
sides of the carriage and a large open area for standing passengers
in between the seats.
[8.4]
After the train came to a standstill, the plaintiff
entered the
carriage through one of the two sets of sliding doors on the platform
side. He could not recall whether he entered
through the left or
right set of sliding doors. He situated himself approximately
in the middle (or centre) of the train,
between the set of sliding
doors through which he had entered, and the corresponding opposite
set of sliding doors on the non-platform
side. He could not say
whether the sliding doors on the non-platform side were also open
when the train was in motion prior
to it coming to a standstill at
the station. However, they were open when he entered the
carriage.
[8.5]
The train carriage was full when he entered it but
there was still
space for passengers to enter. More passengers then entered
after him and the carriage became full and overcrowded.
He was
then pushed towards the non-platform side set of sliding doors and
became squashed in “
like a sardine
”, with his
hands down next to his sides. He was pushed to a position on
the edge of the non-platform side sliding doors.
There were no
other passengers between him and the open door. The other
passengers around him were up against him, touching
him.
[8.6]
When the train pulled away from the Brackenfell station
(en route to
his intermediate destination at Maitland station) the set of sliding
doors on the non-platform side did not close.
He did not know
why these doors remained open. In re-examination, he added that
he expected these doors to close.
[8.7]
As the train approached the next station, Stikland
station, there was
jostling among the commuters. People were moving to the exits
to get out and others were trying to get
to seats. In this
jostling process, he found himself being pushed to the edge of the
train carriage, eventually ending up
between the open sliding doors
on the non-platform side. He felt that he was being pushed from
the one side by passengers
and was being sucked out from the other
side by the wind from outside. He raised his hands above his
head and held onto the
top of the door frame, with his fingers in the
top groove in which the sliding doors run, for what he estimated to
be a second
or a moment of a second.
[8.8]
He was forced out of the open sliding doors of the
train carriage on
the non-platform side of the train.
[8.9]
The next thing he recalls is seeing white. His
following memory
after that is waking up at the Tygerberg Hospital and being told that
he had fallen out of the train. He
has a brief, very vague
memory in between of people telling him to lie still and nothing
else. He sustained various injuries to
his head, body, and legs.
[8.10]
In cross-examination, the plaintiff testified that he was not
able to
move elsewhere (i.e. towards the back or front of the train) as the
train was full and he could not move. Just before
he fell out
of the carriage, and while holding on the groove of the open sliding
door, he was inside the train, standing between
the two open sliding
doors. Initially, there were people between him and the
open door, but he ended up as the last
person at the open door, with
his back facing towards the outside. He explained that as the
train was in motion, the passengers
were moving around, and he was
pushed towards the open door. He stated that it was only when the
train approached Stikland station
that the passengers pushed more.
He does not know who pushed him and he did not see any overhead
straps to hold on, there
were no straps where he stood, and he did
not know whether there were straps elsewhere in the carriage. T
he
plaintiff stated that he made a choice to enter the train through the
train carriage doors which were open as the train arrived
on the
platform. He admitted that he exposed himself to risk of injury
but that he accepted the risk.
[8.11]
Mr Koopman’s evidence was to the effect that he was
travelling
in the same commuter train as the plaintiff and that he had fallen
out of the same open doors of the train carriage
together with the
plaintiff. He did not know the plaintiff at the time but met
him for the first time thereafter at Tygerberg
Hospital, where he had
also been hospitalised.
[8.12]
Mr Koopman finished work at approximately 17h00 on the day in
question and had taken a five-to-ten-minute walk/jog to the
Brackenfell station. He had a ticket to travel from Brackenfell
station to Bellville station. He waited for the train and it
arrived before 18h00. The doors of the carriage he entered
were
open while the train was still in motion, and before it stopped.
He has seen Metrorail trains travelling with open doors
before and
this did not surprise him. He identified the type of train as
being the same as that identified and described
by the plaintiff.
[8.13]
The two sets of sliding doors on the platform side were open.
He
entered the carriage through one of the sliding doors and went into
the middle (centre of the train carriage). Before
the train
departed, other commuters entered the train and pushed Mr Koopman
towards the open sliding doors on the non-platform
side of the train
carriage. When the train departed, he was moved further towards
the sliding doors on the non-platform side
which remained open when
the train departed. He does not know why they remained open.
[8.14]
As the train approached Stikland station, people in the carriage
started moving towards the exits and bumping and pushing one another.
In the process, they bumped him, and he was pushed closer
and closer
to the non-platform side open doors of the carriage. He held on
the person in front of him, who he identified
as the plaintiff,
although he did not know the plaintiff at the time. The train
was quite full, and there was no place to
grab on or to hold, so he
clung to the plaintiff. He is not tall (he stated he is 150cm
in height) and most people are taller
than him. He was carrying
a shoulder bag on one side.
[8.15]
The plaintiff was standing closer to the doors on the non-platform
side than Mr Koopman. As the passengers were bumping into him,
the plaintiff was the only thing he had to hold on and they
were
pushed closer and closer to the open doors on the non-platform side.
He felt the wind blowing and knew that they were close
to the open
door. As the passengers bumped him, he fell out, grabbing on
the plaintiff. They then both fell out of the train
carriage together
and ended up between the train tracks. They lay there waiting
for help. A person came to help moments
afterwards and helped
Mr Koopman to get up. The plaintiff lay where he had fallen,
moaning. He waited for help to arrive.
An ambulance later
arrived and took both him and the plaintiff to Tygerberg Hospital.
[9]
During cross-examination, Mr Koopman testified
that the train
carriage was equipped with overhead straps which could be used to
secure oneself in the carriage, and that the plaintiff
was tall
enough to reach and hold on the straps. According to Mr Koopman, the
plaintiff should have known and felt that Mr Koopman
was holding on
him while they were still inside the carriage.
[10]
After Mr Koopman testified, Mr Crowe SC, who appeared on behalf of
the plaintiff, placed on record that the
defendant had made
admissions in respect of two items in the trial bundle, namely:
(i)
“
Relevant Excerpts from the Metrorail Train Working Rules
”
(the Working Rules”), and
(ii)
“
Relevant
Excerpts from the Metrorail General Operating Instructions
”
(the “Operating Instructions”). The defendant had
admitted that these documents were its documents and
that they were
applicable on the date of the train incident. Plaintiff’s
counsel then informed the court that, by virtue
of these admissions,
the plaintiff would not call his expert witness, Mr Louis
Holtzhausen, to prove these documents.
[11]
The Court requested the parties to place some sort of pictorial
evidence before it of the interior of the
train carriage in question
and/or a sketch plan containing the dimensions of the said carriage.
In response to this request
from the Court, the defendant’s
attorneys sent the plaintiff photographs of a train as well as the
internal configuration
and dimensions of a carriage which it
described as being similar to, but not the same as, the train and
carriage on which the plaintiff
was travelling at the time of the
incident. While consenting to these photographs being handed in, the
plaintiff did not accept
that these photographs accurately depicted
the train and the dimensions and internal configuration of the
carriage on which the
plaintiff was travelling. For the purpose of
this judgment, the Court accepts that the plaintiff was travelling in
the carriage
and on the train identified by both the plaintiff and Mr
Koopman during their testimony; indeed, this aspect of their evidence
was not challenged.
DISCUSSION
[12]
The plaintiff was a good witness. I found him to be honest and
reliable and his version of events credible.
He gave satisfactory
evidence about what happened to him on the day of the train incident
and in relation to how he fell out of
the open doors of the moving
commuter train. His evidence was corroborated in all material
respects by Mr Koopman who I also found
to be honest and reliable. As
noted, the defendant called no witnesses in its defence. Both
witnesses’ evidence was not seriously
tested on the facts and,
as discussed below, the defendant largely relied on inferences sought
to be drawn from the factual testimony
of the plaintiff and his
witness.
[13] Mr
Crowe submitted on behalf of the plaintiff that the defendant had
breached its legal duty and its own
operating standards by failing to
ensure that the train operated safely and, more particularly, that
the train did not depart from
the station with its carriage doors
open and while in motion. Consequently, the defendant’s conduct
was unlawful, negligent,
and caused the harm suffered by the
plaintiff.
[14]
The defendant was represented by Mr Jacobs SC who argued that the
plaintiff had in fact voluntarily assumed
the risk of injury to
himself and was solely responsible for any damages that he may have
suffered. The plaintiff had knowledge
and appreciation of the risk
which was presented by the train entering and leaving the station
with open carriage doors. The plaintiff
consented to that risk by
boarding the train. In addition, so argued Mr Jacobs, the plaintiff’s
conduct, while he was inside
the carriage, was also indicative of him
consenting to the risk. The plaintiff failed to secure himself by
moving out of the way
and by holding on the overhead straps. Mr
Jacobs further argued that even if the defendant was negligent, it
was not the cause
of the harm suffered by the plaintiff because it
was Mr Koopman who pulled the plaintiff out of the train carriage.
Finally, Mr
Jacobs submitted that even if the defendant was adjudged
to be culpable, the conduct of the plaintiff was such that he ought
to
bear some responsibility because he contributed to damages that he
had suffered.
[15] In
order to establish a claim in delict against the defendant, the
plaintiff must prove that the defendant’s
conduct was wrongful,
negligent, and caused the loss suffered by him. It is apparent from
the evidence that the plaintiff suffered
various injuries, although
the precise nature and extent of his injuries will have to be
determined at a later stage, if necessary.
The issues before this
Court, then, is whether there was a legal duty on the defendant to
ensure that the train carriage doors
were closed while the train was
in motion, whether its omission to do so was negligent, and whether
the defendant was the direct
or proximate cause of the injuries
sustained by the plaintiff. I now turn to consider each of these
issues in turn.
[16]
One of the functions of the defendant is to provide rail commuter
transport within South Africa. The defendant
was established to act
in the public interest and many of its passengers are compelled to
make use of trains because they cannot
afford other transport (see,
Rail Commuters Action Group v Transnet t/a Metrorail
2005(2) SA 359 (CC)
). Being a public carrier operating in the
public interest, the defendant is expected to operate trains which
are safe for the purpose
of conveying passengers, and it has a legal
duty to the public at large to take such steps that are reasonably
necessary to ensure
the safety of commuters whilst travelling on any
of its trains. This much was conceded by the defendant in its amended
plea.
[17] In
Mashongwa v PRASA
[2015] ZACC 36
, the Constitutional
Court confirmed that the defendant owed a public duty to rail
commuters and described this duty as follows:
“
[26]
Safeguarding the physical and well-being of passengers must be a
central obligation of PRASA. It reflects the ordinary
duty resting on
public carriers and is reinforced by the specific constitutional
obligation to protect passengers’ bodily
integrity that rests
on PRASA, as an organ of state. The norms and values derived from the
Constitution demand that a negligent
breach of those duties, even by
way of omission, should, absent a suitable non-judicial remedy,
attract liability to compensate
injured persons in damages.”
[18]
The public law duty described by the court in
Mashongwa
was earlier recognised by the Constitutional Court
in
Rail Commuters Action Group (
at
paras 82-84)
where, after commenting
that commuters used the rail system daily in their thousands and find
themselves in a vulnerable position
once they board a train, the
court held that the defendant owed a positive duty to rail commuters
to ensure that reasonable measures
were in place to cater for their
safety and security. In my view, this public law duty is buttressed
by PRASA’s status as
an organ of state. As such, it is
enjoined, in terms of section 7(2) of the Constitution, to respect,
protect, promote, and fulfil
the rights accorded to individuals under
the Constitution. For commuters travelling on PRASA’s trains,
the rights that ought
to be protected at a minimum would include the
commuters’ rights to life, to freedom from all forms of
violence from private
sources, human dignity, and freedom of
movement. In fulfilling its legal duty and constitutional
obligations, PRASA is duty-bound
to take all such steps as are
reasonably necessary to put proper and adequate safety and security
measures in place (cf.
Shabalala v
Metro Rail
[2007] ZASCA 157
at
para
[7]
). These would include, but not limited
to, steps to properly control access to and egress from all trains
and facilities used by
rail commuters wherever PRASA provides such
services.
[19]
The public law duty to provide transport that is safe and secure for
commuters manifests itself in the private-law
legal duty to prevent
harm to commuters; this requires PRASA to take reasonable steps to
ensure the safe passage of commuters (including
the plaintiff) and
any failure to take such steps may render it liable in delict. This
leads to the question whether or not, in
this case, PRASA complied
with its legal obligations; in other words, whether or not, it was
negligent in relation to the plaintiff.
[20]
The classic test for establishing the existence or otherwise of
negligence is that formulated by Holmes JA
in
Kruger v Coetzee
1966
(2) SA 428
(A) at 430E-G
:
whether a person in the position of the defendant would foresee the
reasonable possibility of its conduct injuring another in
his person
or property causing him patrimonial loss, would take reasonable steps
to guard against such an occurrence, and failed
to take such steps.
[21]
With regard to the facts of this matter, the defendant’s
conduct complained of was that it had operated
a moving train while
the carriage doors of the train were open.
It
is obvious, as many courts have found, that an open train door is a
potential danger while the train is in motion and that potential
danger exists in relation to every commuter on board the train (see,
for example,
Passenger
Rail Agency of South Africa vn Moabelo
[2017]
4 All SA 648
(SCA)
).
Indeed, in
Mashongwa
,
Mogoeng CJ (at para [60]) emphasised that the defendant’s duty
to keep the train doors closed while the train was moving
existed to
prevent passengers falling out of the train. In
Transnet
Ltd v Witter
[2008] ZASCA 95
;
[2008]
(6) SA 549
(SCA)
,
the SCA also held that a train leaving a station with open doors
constitutes negligence.
[22]
For
the
defendant to meet the minimum safety standards required of it as a
commuter rail operator, it must ensure that a commuter train
does not
depart from the station with a carriage door open, and that the doors
thereof remain closed while the train is in motion.
PRASA
itself has recognized the danger inherent in
trains travelling with carriage doors open and has sought to address
this in its
Working Rules and Operating
Instructions. Thus:
[22.1]
Working Rule 112 provides
that
carriage doors “
must not be
opened to allow passengers to alight from or board a train before it
has stopped or after it has started
”.
[22.2]
Operating Instruction 12017.12.4
provides that the train
doors
should be closed “
prior
to the departure of the train
”
,
i.e., before the train is set into motion; and
[22.3]
Operating Instruction 12017.12.1
provides
that
the Metro Guard
(who is stationed at the back of the train) should only release the
sliding doors on the platform side so that it
can be opened by
commuters “
immediately
after stopping at a station or halt where the train is required to
stop for commuters
”
.
[23]
The evidence in this matter, which was
unchallenged, is that the train arrived at the station with its doors
open and continued
its journey with its doors remaining open. In my
view, by allowing the train carriage doors to be, and remain, open
while the train
was in motion, the defendant failed to ensure that a
safety precaution (closing the train carriage door) was complied with
and
this failure amounts to negligence on its part. A reasonable
organ of state in the defendant’s position would have foreseen
the reasonable possibility of the plaintiff falling from a crowded
moving train while the doors were open. The defendant should
have
taken steps to guard against this eventuality but failed to take any
steps, reasonable or otherwise, to prevent the harm which
befell the
plaintiff when he involuntarily existed the train carriage.
[24]
The defendant conceded that the train doors were open. This being the
case, factual causation was established on
the basis that but-for the
fact that the train left the station with open doors, the plaintiff
would not have been injured. However,
Mr Jacobs submitted that legal
causation had not been established. The plaintiff had not held on the
overhead straps which he could
have done, had not moved to a safer
position in the compartment, and Mr Koopman pulling the plaintiff out
of the train constituted
a
novus
actus interveniens
which
broke the causal chain between the defendant’s negligence and
the plaintiff’s loss. It was argued that the injuries
suffered
by the plaintiff, in the circumstances, was not a reasonable or
foreseeable consequence of the defendant’s behaviour.
[25]
It is indeed so that a causal
nexus
must exist between
the defendant’s conduct and the damage or harm suffered by the
plaintiff. The fact that the plaintiff may
have been pushed and
jostled by passengers and ultimately pulled out of the train by Mr
Koopman does not, in my view, excuse the
defendant as the harm
suffered by the plaintiff was not too remote. The issue of remoteness
must be determined with reference to
the facts of each case. As the
court observed in
Van
Der Spuy v Minister of Correctional Services
[2003] JOL 11726
(SE)
at pg
19:
“
Although
a new intervening cause, such as the negligent or intentional
wrongful conduct of a third party, may often result in the
harm
suffered being too remote, each case must be decided in light of its
own particular facts and circumstances and depending
on the facts, an
intervening cause may also not break the chain of causation
”
.
[26]
The question as to whether an intervening cause has broken a chain of
causation was considered by Nugent
JA in
OK
Bazaars [1929] Ltd Versus Standard Bank of South Africa Ltd
[2002]
ZASCA 5
at
para
[33]
where the learned judge stated:
“
I
have already called attention to the fact that the test for legal
causation in general is a flexible one. When directed specifically
to
whether a new intervening cause should be regarded as having
interrupted the chain of causation (at least as a matter of law
if
not as a matter of fact) the foreseeability of the new acts occurring
will clearly play a prominent role … If the new
intervening
cause is neither unusual nor unexpected, and it was reasonably
foreseeable that it might occur, the original actor
can have no
reason to complain if it does not relieve him of liability
”
.
(footnotes omitted)
[27]
In any event, the precise nature of the harm to plaintiff need not be
foreseen. As stated in
Kruger v Van Der Merwe and Another
1966
(2) SA 362
(A)
, the doctrine of foreseeability in relation to the
remoteness of damage does not require foresight as to the exact
nature and extent
of the damage. It is sufficient that the person
sought to be held liable should reasonably have foreseen the general
nature of
the harm that might, because of his conduct, befall some
person exposed to a risk of harm by such conduct.
[28]
In the matter before this Court, the general manner of the harm
suffered by the plaintiff was, in my view,
reasonably foreseeable and
not too remote. The plaintiff’s evidence was that he was
standing in the middle of the carriage
and was pushed towards the
open carriage door. He did not have any control whatsoever in his
onward movement. Mr Koopman, being
a short person, had nowhere to
hold and his only source of stability was the plaintiff on whom he
clung on for dear life. Given
that the carriage door was open, and
passengers were being pushed towards the door on the non-platform
side, it is inevitable that
harm would have occurred to those who
ended up at the opening of the carriage door. Conversely, if the
train carriage door on the
non-platform side was properly closed, the
plaintiff and Mr Koopman would not have fallen out even if they were
pushed by passengers
and landed up at this carriage door with Mr
Koopman holding on the plaintiff for support. Given this factual
matrix, it is difficult
not to conclude that the plaintiff has
satisfied the element of both factual and legal causation.
[29]
I now turn to the defences pleaded by the defendant. In addition to
arguing that there was no causal connection
between any purported
negligence on the part of the defendant and the plaintiff’s
loss, the defendant submitted that it had
a complete defence to the
plaintiff’s claim. Any injuries sustained by the plaintiff was
due solely to his own negligence
and, by his conduct, he had
voluntarily assumed the risk of injury. The
plaintiff boarded
the train carriage in circumstances where he knew it was unsafe and
inopportune to do so
. Once
inside the train
carriage, he could have been safe if had he remained in the middle of
the carriage, away from the door area, and
had held onto the overhead
straps.
This was the highwater mark of the pleaded
defences. An alternative defence was that the plaintiff, at the very
least, contributed
to his own injuries. The defendant did not lead
any evidence of its own in substantiation of its defences. Instead,
it relied on
certain common cause facts and sought to draw inferences
therefrom.
[30]
The defence of voluntary assumption of risk, also known as
volenti non fit injuria
, is a well-known defence and is a
ground of justification which excludes unlawfulness. If proved, it is
a complete defence. The
onus is on the defendant to prove that the
plaintiff
had knowledge of the risk, appreciated
the ambit of the risk, consented to the risk, and the
consent
must be comprehensive and extend to the entire transaction, inclusive
of its consequences (see,
Castell v De Greef 1994(4) SA 408 (C
)
at 425 G-I
).
[31]
With regard to the defence of
volenti
non fit iniuria
, the plaintiff did
indeed acknowledge the risk posed by him boarding a train where the
carriage door was open. However, this is
as far as one can take the
matter. The plaintiff was not aware of the risk that the non-platform
door posed because he was unaware
that it was open when the train
arrived at the station. Once he boarded the train, he noticed that
the non-platform doors were
open, but he testified that he expected
these doors to close and only discovered that they did not close
after the train commenced
moving. Thus, the risk of harm arising from
falling out of the non-platform side of the carriage was not within
his contemplation
when he boarded the train. He cannot, therefore, be
said to have had knowledge of the risk. If he had no knowledge of the
risk,
it is axiomatic that he could not have appreciated or consented
to the risk of falling out on the non-platform side. Accordingly,
the
defence of
volenti non fit iniuria
must
fail.
[32]
Given the undisputed facts proved in evidence, the defendant’s
argument that the plaintiff’s
negligence was the sole cause of
the damage suffered by him, cannot succeed. The evidence of both the
plaintiff and his corroborating
witness, Mr Koopman, was that when
they entered the train there was still room for more passengers to
enter after they did.
The carriage only became overcrowded
subsequent to their entering the train, after further commuters had
entered the carriage.
It was only then that they were pushed towards
the open sliding door on the non-platform side. Furthermore, the
uncontested evidence
of the plaintiff was that his hands were pinned
to his side, and he became squashed “
like
a
sardine”: there was literally
no place to hold on in order to stabilise himself and he was pushed
inexorably, not of his own
volition, towards the non-platform
carriage door. In the circumstances, it can hardly be seriously
argued that the plaintiff was
negligent and the author of his own
misfortune.
[33]
The remaining aspect is the issue of contributory negligence. It was
submitted by Mr Jacobs that the plaintiff
elected not to hold on the
overhead straps and place himself further inside the carriage. If he
had done so, this would have prevented
him from being propelled
towards the open carriage door.
[34]
For a defence of contributory negligence to succeed, the defendant
must allege and prove that the plaintiff
was negligent, and that this
negligence was connected to the damages suffered (see,
Amler’s
Precedents of Pleadings
, Seventh Edition, LTC Harms, p125).
[35] As
noted earlier on in this judgment, the plaintiff was not in any way
negligent. He took up a position in
the train carriage which he
thought was safe. He was not a party to, or had any choice in, his
onward and inexorable movement towards
the open carriage door. The
defendant led no evidence that the plaintiff had foreseen that there
was a reasonable possibility that
he would fall out of the
non-platform carriage door and should have taken steps to avoid this
possibility. In any event, it must
be emphasised that it remained the
defendant’s legal duty, and its operational obligation, to
ensure that the train doors
were closed when the train left the
station and when it was in motion. Accordingly, I find that the
defendant has failed to discharge
the onus in respect of its defence
of contributory negligence.
[36] In
my view, there is no merit in any of the defences raised by the
defendant. In addition, it is quite apparent
that there was no
negligence on the part of the plaintiff and that it was the negligent
conduct of the defendant’s employees,
in permitting the
commuter train to depart from the Brackenfell Station with open
doors, that was the sole and proximate cause
of the plaintiff’s
injuries.
[37] In
so far as the issue of costs is concerned, the parties were in
agreement that costs should follow the
cause. There was some debate,
however on whether the costs of the expert witness, Mr Holtzhausen,
should be allowed. A rule 36(9)
notice was delivered by the
plaintiff, signalling his intention to call Mr Holtzhausen as an
expert witness. However, considering
the defendant’s admission
of the Working Rules and Operating Instructions, the plaintiff chose
not to call Mr Holtzhausen.
Mr Jacobs argued that the costs of Mr
Holtzhausen should not be allowed as the documents which were
admitted, and on which Mr Holtzhausen
would have been called to
testify about, emanated from the defendant and the contents thereof
were not disputed.
[38] In
my view, the plaintiff should be entitled to the reasonable
qualifying fees and expenses of Mr Holtzhausen.
If one has regard to
the rule 36(9) notice, it is apparent that the ambit of the opinion
to be expressed by Mr Holtzhausen, a railway
incident analyst, was
not only in relation to the admitted documents but also on railway
operations generally. In addition, the
defendant’s initial
defence was a bare denial of all issues raised in the pleadings,
including PRASA’s operational
obligations. The defendant only
made its views known on the Working Rules and Operating Instructions
immediately before the plaintiff
closed its case.
ORDER
[39] In
the result, it is ordered that:
[39.1] The defendant is
liable to compensate the plaintiff for such damages that he may
prove, or be agreed, arising out of the
incident that occurred on the
railway line between the Brackenfell and Stikland railway stations on
24 October 2017 when the plaintiff
involuntarily existed a moving
train; and
[39.2] The defendant
shall be liable for payment of the plaintiff’s costs, including
the costs of senior counsel and the reasonable
qualifying fees and
expenses of the plaintiff’s expert, Mr Louis Holtzhausen.
FRANCIS,
J
[REPORTABLE]
CASE
NO: 9794/2019
In
the matter between:
JOHN
CARL DAVIDS
Plaintiff
and
PASSENGER
RAIL AGENCY OF SOUTH AFRICA
Defendant
Coram
FRANCIS
J
Judgment
by
FRANCIS
J
For
the Plaintiff
Adv
Michael Crowe SC
Instructed
by
Jonathan
Cohen & Associates
For
the Defendant
Adv
Donald Jacobs SC
Instructed
by
Moeti
Kanyane Attorneys c/o Bossrs Inc
Matter
was heard on
5 & 6 September 2023 and 5 October 2023.
The
judgment was handed down on
24 November 2023.
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