Case Law[2023] ZACC 21South Africa
VJV and Another v Minister of Social Development and Another (CCT 94/22) [2023] ZACC 21; 2023 (10) BCLR 1250 (CC); 2023 (6) SA 87 (CC) (29 June 2023)
Constitutional Court of South Africa
29 June 2023
Headnotes
Summary: Children’s Act 38 of 2005 — constitutionality of section 40 — section is unconstitutional to the extent that it excludes permanent life partners
Judgment
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## VJV and Another v Minister of Social Development and Another (CCT 94/22) [2023] ZACC 21; 2023 (10) BCLR 1250 (CC); 2023 (6) SA 87 (CC) (29 June 2023)
VJV and Another v Minister of Social Development and Another (CCT 94/22) [2023] ZACC 21; 2023 (10) BCLR 1250 (CC); 2023 (6) SA 87 (CC) (29 June 2023)
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sino date 29 June 2023
CONSTITUTIONAL
COURT OF SOUTH AFRICA
Case CCT 94/22
In
the matter between:
VJV
First
Applicant
RT
Second
Applicant
and
MINISTER
OF SOCIAL DEVELOPMENT
First
Respondent
MINISTER
OF JUSTICE AND CONSTITUTIONAL
DEVELOPMENT
Second
Respondent
and
CENTRE
FOR CHILD
LAW
Amicus
Curiae
Neutral
citation:
VJV and Another v Minister
of Social Development and Another
[2023] ZACC 21
Coram:
Zondo CJ,
Maya DCJ, Baqwa AJ, Kollapen J,
Madlanga J, Majiedt J, Mathopo J, Mbatha AJ,
Mhlantla J,
Rogers J and Tshiqi J
Judgment:
Kollapen J (unanimous)
Heard
on:
8 November 2022
Decided
on:
29 June 2023
Summary:
Children’s Act 38 of 2005 — constitutionality of
section 40 — section is unconstitutional to the extent that it
excludes permanent life partners
ORDER
On
application for confirmation of the order of constitutional
invalidity granted by the High Court of South Africa, Gauteng
Division, Pretoria. The following order is made:
1.
The
declaration of constitutional invalidity of section 40 of
the Children’s Act 38 of 2005 (Children’s Act)
made by the High Court is confirmed in the terms set out in
paragraphs 2, 3, 4, 5 and 6 of this order.
2.
It is
declared that the impugned provisions of the Children’s Act
unfairly and unjustifiably discriminate on the basis of
marital
status and sexual orientation by excluding the words—
(a)
“or permanent life partner” after the word “spouse”
and “husband”
wherever such words appear in section 40 of
the Children’s Act; and
(b)
“or permanent life partners” after the word “spouses”
wherever such
word appears in section 40 of the Children’s Act.
3.
The declaration of constitutional
invalidity referred to in
paragraph 1 takes effect from 1 July 2007, but its
operation is suspended for 24 months
from the date of this order
to afford Parliament an opportunity to remedy the constitutional
defects giving rise to the constitutional
invalidity
.
4.
From the date of the order
of this Court section 40 of the
Children’s Act will read as follows – the underlined
words being read into
the section as it is currently formulated:
“
(1)
(a) Whenever the gamete or
gametes of any person other
than a
married
person or his or her spouse
or permanent life partner
have been used with the consent of both such spouses
or
permanent life partners
for the artificial fertilisation of
one spouse
or one permanent life partner
, any child born of
that spouse
or permanent life partner
as a result of such
artificial fertilisation must for all purposes be regarded to be the
child of those spouses
or permanent life partners
as if the
gamete or gametes of those spouses
or permanent life partners
had been used for such artificial fertilisation.
(b)
For the purpose of paragraph (a) it must be presumed, until the
contrary is proved,
that both spouses
or permanent life
partners
have granted the relevant consent.
(2)
Subject to section 296, whenever the gamete or gametes of any person
have been used for artificial
fertilisation of a woman, any child
born of that woman as a result of such artificial fertilisation must
for all purposes be regarded
to be the child of that woman.
(3)
Subject to section 296, no right, responsibility, duty or obligation
arises between
a child born of a woman as a result of artificial
fertilisation and any person whose gamete has or gametes have been
used for such
artificial fertilisation or the blood relations of that
person, except when—
(a)
that person is the woman who gave birth to that child; or
(b)
that person was the husband
or permanent life partner
of such
woman at the time of such artificial fertilisation.”
5.
In respect of the period 1 July 2007 until the date of this
order, the following
shall be the position:
(a)
The reading in provided for in paragraph 4 above will not apply
to persons who were
permanent life partners at the time of the
artificial fertilisation unless they invoke the benefit of this order
by a written declaration
signed by both of them. In such event
the provisions of section 40(1)(a) as read in will apply.
(b)
In the event that rights and responsibilities in respect of the
child/children so born has
been assigned to any third party/ies in
terms of the Children’s Act or any other legislation, or
are enjoyed by a former
partner of the permanent life partnership
only, then:
(i)
The party seeking to invoke the benefit of this order will give
written notice to
the party/ies or former partner of their intention
to do so and afford the third party or former partner with an
opportunity to
object thereto.
(ii)
If the third party or former partner objects in writing thereto, the
matter must be referred
to the Children’s Court which will
determine the procedure to be followed and issue appropriate orders
and directions within
its powers.
(iii)
The Children’s Court, after considering the matter may make any
order that is just and equitable
and in doing so shall be guided by
what the best interest/s of the child/children in question require.
6.
In the event that Parliament does not remedy the constitutional
deficiency in
section 40 within the period provided for in
paragraph 3 of this order, or any extended period granted by this
Court, section 40
will be deemed to read as set out in
paragraphs 4 and 5 above.
7.
The respondents are to pay the applicants’ costs in this Court,
including
the costs of two counsel.
JUDGMENT
KOLLAPEN J
(Zondo CJ, Maya DCJ, Baqwa AJ, Madlanga J,
Majiedt J, Mathopo J, Mbatha AJ, Mhlantla J,
Rogers J and Tshiqi J concurring):
Introduction
[1]
Traditional notions of family and parenthood have undergone
revolutionary change under our constitutional dispensation.
This
can be attributed to a number of factors: the strong commitment
to inclusivity and equality our Constitution evinces; the celebration
of diversity as a source of richness rather than of division; and the
recognition that for individual autonomy to flourish it must
be
enabled to be expressed in its fullest form.
[2]
If,
pre-constitutionally, South Africa was characterised by an obsession
with difference and exclusion, then the post-democracy
era must
represent a triumph for inclusion and diversity. This case is
about whether the impugned provisions of section 40
of the
Children’s Act
[1]
(impugned provisions) are consistent with the Constitution.
[3]
This is an application for confirmation of an order of the
High Court of South Africa, Gauteng Division, Pretoria
(High
Court), which declared section 40 of the Children’s Act
unconstitutional to the extent that it excludes permanent
life
partners. It held that section 40 of the Children’s Act,
which provides for the acquisition of parental rights
by married
persons in respect of children born as a result of artificial
fertilisation, unfairly discriminates against permanent
life partners
on the basis of marital status.
Parties
[4]
The first and second applicants are women in a permanent life
partnership. The first and second respondents are the Minister
of Social Development and the Minister of Justice and
Constitutional Development, respectively. The respondents
did not oppose the application in the High Court and abide the
decision of this Court. The Centre for Child Law (CCL)
participated in the High Court proceedings as
amicus curiae
and was admitted in that capacity in this Court.
Background
[5]
For
a long time, the applicants held a desire to have their own children
and their own family. To this end, they were able
to utilise
the medical advances made in the in vitro fertilisation
(IVF) process. The first applicant’s gamete
and the
gamete of a donor were fertilised during an IVF process.
[2]
The embryos were then transferred into the uterus of the
second applicant resulting in her pregnancy. Consequently,
twins were born to the applicants.
[6]
According
to the impugned provisions, the minor children are regarded as the
children of the second applicant. Only she has
established
rights, responsibilities, duties, and obligations towards the
children. The recognition of the rights and responsibilities
of
the second applicant towards the children is premised on the
fact that she gave birth to them.
[3]
The first applicant is vested with no such rights and
responsibilities, despite the fact that she and the second applicant
are permanent life partners and that they jointly took and executed
the decision to have children. Moreover, the first applicant’s
gamete was fertilised by the donated male gamete in the IVF process.
The problem, says the applicants, is that the impugned
provisions
only recognise parties in a marriage as the parents of a child born
through artificial fertilisation but do not accord
the same rights to
parties in a relationship other than marriage, even those in their
position who are in a permanent life partnership.
High
Court judgment
[7]
The applicants brought an application in the High Court and
sought relief to declare section 40 of the Children’s Act
unconstitutional
and to seek the reading in of the words “or
permanent life partner” after the words “spouse” or
“husband”
wherever such words appear in the impugned
provisions.
[8]
They also initially sought the amendment of the definition of
“parent” as it appears in the Children’s Act, but
this relief was abandoned during the course of their argument before
the High Court.
[9]
The
applicants argued that it is biologically impossible for the gametes
from both female spouses to be used in the artificial fertilisation
process, as male sperm is required for fertilisation to occur.
Consequently, same-sex female couples are disproportionately
discriminated against by the impugned provisions regulating
artificial fertilisation processes. Parental rights are
not automatically assigned to same-sex female couples,
[4]
and they are required to approach a High Court prior to the birth of
the child to ensure that both parents are holders of parental
rights
and are recorded as such by the Department of Home Affairs when
their baby is born.
[5]
[10]
They argued that the impugned provisions discriminate on the
grounds of marital status and sexual orientation and that this
discrimination is unjustifiable.
[11]
The CCL supported the contention that the impugned provisions
are unconstitutional. However, the CCL disputed that they
unfairly
discriminated against the applicants on the basis of sexual
orientation. They were also of the view that while the remedy
proposed by the applicants would broadly address the mischief in
the Act, it may create uncertainty in respect of who may
be
termed a permanent life partner.
[12]
The CCL advanced the following arguments:
(a)
Section 40(1)(a) introduces a legal fiction that a child born using
the gamete of any person
other than those of a married person for the
purpose of artificial fertilisation is regarded as the child of those
spouses
.
[6]
This is analogous to the situation of both adoption and surrogacy.
(b)
Section 40(1)(a) applies to married persons only, which includes
civil unions.
The exclusion of unmarried persons from the
ambit of the section applies in respect of both heterosexual and
same sex
relationships. The position of unmarried persons
falls under the provisions of section 40(2) of the
Children’s
Act.
(c)
The mischief in this matter is not that the provisions unfairly
discriminate on the basis
of sexual orientation, but rather that the
exclusion of unmarried people in a committed relationship is
constitutionally unjustifiable.
(d)
The remedy proposed by the applicants to have the undefined term
“permanent life
partner” read into the Children’s
Act will create a breeding ground for disputes as to when a person
can be deemed
a permanent life partner. This remedy will
probably not cure all the deficiencies identified by the applicants,
as it
is a term still open to interpretation.
[13]
The
High Court noted that the lack of parental recognition of the
first applicant by the Children’s Act arises from two
issues. First, the Children’s Act does not define the
word “spouse” in terms of the context of surrogacy
and,
second, the definition of “parent” excludes the first
applicant as the gamete donor.
[7]
The High Court held that the impugned provisions have the
effect of automatically affording parental rights and
responsibilities
to the second applicant but not to the first
applicant. This, said the High Court, will leave the first
applicant in
a legally insecure position resulting in a myriad of
unfair consequences.
[8]
[14]
The
High Court held that the difference between unmarried and married
people is that, through litigation and the extension of the
law, the
parties and the children involved in legally regulated relationships
are protected.
[9]
It held
that the Children’s Act requires a marriage in order to
establish a family and does not provide for families
that do not fit
this mould.
[10]
[15]
The
High Court held that the impugned provisions unfairly discriminate on
the basis of marital status and also violate the rights
to equality
and dignity of unmarried people who have had children by way of
artificial fertilisation. The Court said that
this violation
extends to the rights of children born in such circumstances by
violating the child’s right to family and
parental care. All
of this, said the Court, was in violation of section 28 of the
Constitution which required the best
interests of the child to be
considered in every matter concerning the child.
[11]
The High Court held, however, that the discrimination occasioned by
the impugned provisions did not do so on the basis of
sexual
orientation as the term spouse includes partners in a civil
union.
[12]
[16]
The High Court declared the impugned provisions
unconstitutional and made the following order:
“
(1)
That section 40 of the Children’s Act, 38 of 2005 (the
Children’s Act) is declared
to be inconsistent with the
Constitution of the Republic of South Africa to the extent that
the section does not include the
words:
‘
or permanent life
partner’ after the word ‘spouse’ and ‘husband’
wherever such words appear in section
40;
‘
or
permanent life partners’ after the word ‘spouses’
wherever such word appears in section 40.
(2)
That, in section 40 of the Children’s Act, the words:
2.1
‘or permanent life partner’ are read in after the word
‘spouse’
and ‘husband’ wherever such words
appear in section 40;
2.2
‘or permanent life partners’ are read in after the word
‘spouses’
wherever such word appears in section 40; [and]
2.3
that subsection (c) be inserted after section 1(b).”
(3)
That it be declared that section 40 of the Children’s Act is to
read as follows:
‘
(1)
(a) Whenever the gamete or
gametes of any person other
than a
married
person or his or her spouse or permanent life partner have been used
with the consent of both such spouses or permanent
life partners for
the artificial fertilisation of one spouse or one permanent life
partner, any child born of that spouse or permanent
life partner as a
result of such artificial fertilisation must for all purposes be
regarded to be the child of those spouses or
permanent life partners
as if the gamete or gametes of those spouses or permanent life
partners had been used for such artificial
fertilisation.
(b)
For the purpose of paragraph (a) it must be presumed,
until the
contrary is proved, that both spouses or permanent life partners have
granted the relevant consent.
(2)
Subject to section 296, whenever the gamete or gametes of any person
have been used
for artificial fertilisation of a woman, any child
born of that woman as a result of such artificial fertilisation must
for all
purposes be regarded to be the child of that woman.
(3)
Subject to section 296, no right, responsibility, duty or obligation
arises between
a child born of a woman as a result of artificial
fertilisation and any person whose gamete has or gametes have been
used for such
artificial fertilisation or the blood relations of that
person, except when—
(a)
that person is the woman who gave birth to that child; or
(b)
that person was the husband or permanent life partner of such woman
at the time of
such artificial fertilisation.’
(4)
As a temporary solution to the plight of applicants, the words are to
be read into
section 40 of the Act as follows and will remain in
effect until the Act is amended:
‘
(1)
(a) Whenever the gamete or
gametes of any person other
than a
married
person or his or her spouse or permanent life partner have been used
with the consent of both such spouses or permanent
life partners for
the artificial fertilisation of one spouse or one permanent life
partner, any child born of that spouse or permanent
life partner as a
result of such artificial fertilisation must for all purposes be
regarded to be the child of those spouses or
permanent life partners
as if the gamete or gametes of those spouses or permanent life
partners had been used for such artificial
fertilisation.
(b)
For the purpose of paragraph (a) it must be presumed, until the
contrary is proved,
that both spouses or permanent life partners have
granted the relevant consent.
(2)
Subject to section 296, whenever the gamete or gametes of any person
have been used
for artificial fertilisation of a woman, any child
born of that woman as a result of such artificial fertilisation must
for all
purposes be regarded to be the child of that woman.
(3)
Subject to section 296, no right, responsibility, duty or obligation
arises between
a child born of a woman as a result of artificial
fertilisation and any person whose gamete has or gametes have been
used for such
artificial fertilisation or the blood relations of that
person, except when—
(a)
that person is the woman who gave birth to that child; or
(b)
that person was the husband or permanent life partner of such woman
at the time of
such artificial fertilisation.’
(5)
This application is declared to be confidential and:
5.1.
the Court file and application shall be retained in the Chief
Registrar’s office;
5.2.
the identity of the parties to this application, or any facts which
may cause them to be identified,
shall not be published and/or made
public.
(6)
There is no order made pertaining to costs.”
In
this Court
Applicants’
submissions
[17]
It is the applicants’ case that the impugned provisions:
(a)
constitute unfair discrimination;
(b)
violate the applicants’ dignity; and
(c)
are not in the best interests of the child.
[18]
The applicants argue that the impact of unfair discrimination
occurs when a burden is imposed on people who have been victims of
past patterns of discrimination such as women, people of colour, gay
people, or unmarried people, or wherever the fundamental dignity
of a
person is violated, as in this matter. Where the discriminating
law or action is designed to achieve a worthy or important
societal
goal, it may, according to the applicants, make fair what would
otherwise be unfair discrimination. They contend
that
there is no conceivable worthy societal goal that the state is
attempting to achieve by excluding the first applicant, and
others
similarly situated, from being regarded as legal parents. The
applicants contend that the discrimination against the
first
applicant is based on both, her sexual orientation and her
marital status.
[19]
The
applicants rely on
J
v Director General, Department of Home Affairs
,
[13]
in which section 5 of the Children’s Status Act
[14]
was declared unconstitutional, as it did not provide for the
registration of persons in permanent same sex life partnerships
as parents of children conceived by artificial fertilisation.
[15]
They contend that the High Court correctly recognised that the
family is one of the core foundational institutions in
all societies
and that through family life, people’s values, cultures and
traditions are held in safekeeping and passed on
to the generations
that follow. They reiterate that family should not be defined
by marriage.
[20]
In
respect of their claim that the impugned provisions encroach on their
right to dignity, they rely on
Dawood
.
[16]
There, it was held by this Court that the right to dignity must be
interpreted to afford protection to family life.
The applicants
argue that, despite the Constitution not containing an express right
to family life, this Court in
Ex Parte
Chairperson of the Constitutional Assembly
[17]
said that this right is indirectly protected by the right to dignity.
[21]
The
applicants argue that the best interests of their children are not
considered in the impugned provisions. They rely on
Fletcher
[18]
where the Appellate Division held that the most important factor
to be considered in matters concerning custody and access
are not the
rights of parents, but the best interests of the child. They
contend that it would be in the best interests of
their children to
be regarded as the legal children of both the first and second
applicants. They further argue that it is
important that the
first applicant be regarded as the legal parent of the children.
This is for many reasons, including the
rights, but also the
responsibilities, which are granted to and expected of a legal parent
which would otherwise not apply in this
matter, thereby
disadvantaging the child.
[22]
The applicants submit that the proposed reading-in would
ensure that any inconsistencies between the Constitution and the
Children’s
Act are removed. They argue that the
reading-in remedy has been consistently employed to remedy
legislation that confers
benefits on the “spouse” of a
married person but excludes permanent life partnerships from the
relevant benefits.
The
CCL’s submissions
[23]
The CCL agrees with most of the submissions made by the
applicants, save for two issues. First, it does not accept that
the
impugned provisions discriminate based on sexual orientation.
What it says is that it discriminates against unmarried people
in a
committed relationship and that such discrimination is not
constitutionally justifiable.
[24]
Second, the CCL raises concerns in respect of the proposed
remedy. While it supports the proposed reading-in as a
temporary
measure, it has concerns that the inclusion of the words
“or permanent life partner” as a long-term measure would
not
properly cure the defects identified, as the term is open to
varying interpretations. Further, it submits that the use of
an
undefined and unregulated term could create uncertainty, which would
in turn undermine the best interests of the child.
[25]
The CCL submits that the undefined term of “permanent
life partner” may lead to unintended consequences in respect of
issues surrounding consent and intention. It submits that the
presumption of consent in respect of married persons is less
ambiguous than in the case of unmarried persons by virtue of the
legal permanency of the relationship. It says that a partner
may believe, erroneously so, that they are in a permanent life
partnership whereas the other partner may not hold the same view.
To provide a measure of certainty, the CCL proposes the inclusion of
a provision which requires the written consent of both permanent
life
partners prior to embarking on a process of artificial fertilisation
in order for them to benefit from the proposed reading in.
Analysis
Condonation
[26]
The application for confirmation was one day late and was
accompanied by an explanation for the delay. The degree of
non-compliance
is minimal, the explanation for the delay adequate and
the prospects of success good. A proper case is made out and
condonation
is granted.
Confirmation
[27]
Does the High Court order of invalidity stand to be
confirmed? The impugned provisions deal with the legal
consequences of
artificial fertilisation insofar as it relates to the
rights of children born of such a process. It recognises that
the gametes
of a person or persons other than the spouses may have to
be utilised in order to conceive a child through artificial
fertilisation.
Arising out of this, it provides that a child
born of such a process will be regarded as a child of those spouses.
In doing
so, it assumes for legal purposes that the gamete or gametes
of one or both of those spouses, as the case may be, have been used.
Even though in reality this was not the case. The CCL
calls this a legal fiction – perhaps a necessary one, I
may
add.
[28]
Its effect is to provide a legal mechanism to meet the
advances in genetics and technology that opened the doors to
parenthood that
were hitherto closed to so many. That door,
however, as the High Court found, was only partially opened, as the
benefit of
section 40 is limited to married persons.
[29]
This limitation has all kinds of inequitable consequences and
inconsistent outcomes. They include the following:
(a)
If an unmarried heterosexual couple have a child
through
artificial fertilisation and donor gametes are used, only the
woman in that relationship will be assigned rights and
responsibilities in respect of the child.
(b)
If an unmarried female same-sex couple have a child
through
artificial fertilisation and donor gametes are used, only the
woman in that relationship who births the child will
be assigned
rights and responsibilities and not the other woman in the
relationship.
[30]
These consequences will apply irrespective of the nature of
the relationship and the commitment the parties may have to each
other
and irrespective of whether such consequences are in the best
interests of the child. Thus, a couple married for a short
period will enjoy the full rights and responsibilities that go with
parenthood when they have a child using artificial fertilisation,
while an unmarried couple in an enduring permanent life partnership,
will not enjoy such rights and responsibilities.
[31]
What the impugned provisions do is to single out marriage as
the only relationship that the law recognises and allows for parental
rights and responsibilities to come into existence in respect of a
child born as a result of artificial fertilisation. It
raises
the obvious question – is this exclusivity justified in law and
does it accord with the social and lived reality of
our people?
[32]
In
Paixao
[19]
the Supreme Court of Appeal reflected on that reality as follows:
“
Our
courts have emphasised the importance of marriage and the nuclear
family as important social institutions of society, which
give rise
to important legal obligations, particularly the reciprocal duty of
support placed upon spouses. The fact is, however,
that the
nuclear family has, for a long time, not been the norm in South
Africa. South Africans have lower rates of
marriage and
higher rates of extra-marital child bearing than found in most
countries.
[20]
Millions
of South Africans live together without entering into formal
marriages. This is simply a fact of life, although,
as
Mokgoro J and O’Regan J observed in
Volks
,
their circumstances differ significantly:
‘
Some
may be living together with no intention of permanence at all, others
may be living together because there is a legal or religious
bar to
their marriage, others may be living together on the firm and joint
understanding that they do not wish their relationship
to attract
legal consequences, and still others may be living together with the
firm and shared intention of being permanent life
partners.’
[21]
I
would add that in addition to legal or religious constraints that the
learned judges mention, many others are unable to marry
for social,
cultural or financial reasons.”
[22]
[33]
The types of arrangements that consenting adults may arrive at
in how they organise their relationships and their private lives are
intensely personal. The changing nature of the form of such
relationships and the need for the law to include those in its
recognitive reach are evident.
[34]
In
Volks
, Sachs J cautioned against the dangers of
creating legal strangers out of persons who have enjoyed a lifetime
of commitment
to each other:
“
Should
a person who has shared her home and life with her deceased partner,
borne and raised children with him, cared for him in
health and in
sickness, and dedicated her life to support the family they created
together, be treated as a legal stranger to his
estate, with no claim
for subsistence because they were never married? Should
marriage be the exclusive touchstone of a survivor’s
legal
entitlement as against the rights of legatees and heirs?”
[23]
[35]
In
Bwanya
,
[24]
this Court, while recognising the value and importance of marriage as
an institution, also made reference to permanent life partnership
as
a species of relationship that was equally deserving of the
recognition and the protection of the law. Madlanga J
said:
“
This
question in no way suggests that marriage and permanent life
partnerships must be collapsed into one institution. They
are
not the same. And for a variety of reasons some of those who
are spouses or partners in one type of institution may even
have an
aversion to the other. But where the rationale for the
existence of certain legal protections in the case of marriage
equally exists in the case of permanent life partnerships, the
question arises: why are those legal protections not afforded to
life
partners? That, to me, is the real question. After all,
permanent life partnerships are intimate relationships
that are meant
to last until the death of one or both (in the case of simultaneous
death) of the partners. Through agreement
– express or
tacit – these life partnerships often feature reciprocal duties
of support. They too are the foundation
of family life, whether
with or without children.”
[25]
[36]
And so, clearly the emphasis has shifted away from the form of
such relationships to their substance; to the caring and the
commitment
that is found within it; to the family that lives and
thrives within it and to the dignity and self worth of the
people who
find themselves within it. This is consistent with
the values of equality and dignity that stand at the forefront of our
constitutional order.
[37]
It is precisely that level of recognition of their parenthood
that the applicants were entitled to expect of the law when they
decided
to become parents. They were not seeking a special
dispensation as a same-sex couple, but rather an appeal that the law
treats
them as persons equal in worth and dignity instead of
affording them and their children a different status on account of
their
choice not to marry.
[38]
Sachs J reminds us in
Volks
about the choices that
people make in how they live their lives and its importance in
individual autonomy. He said:
“
Just
as the choice to marry is one of life’s defining moments, so,
it is contended, the choice not to marry must be a determinative
feature of one’s life. These are powerful
considerations.”
[26]
[39]
In
addition, the incidence of infertility has increased over the past
70 years, with the Centre for Disease Control and Prevention
estimating that, in 1950, the global position was for every woman to
have, on average, five children, compared to the worldwide
average of
two children for every woman in 2020.
[27]
Further data indicates that assisted reproductive technology
(including artificial fertilisation processes) has increased
by 5% to
10% annually.
[28]
In
South Africa, it is estimated that one in six couples suffer from
infertility.
[29]
Accordingly, the position of those who are not married, coupled with
rising rates of infertility, is rendered even more precarious
by the
exclusionary provisions of section 40. The answer that those
who are excluded may effect their inclusion by getting
married is no
answer at all. It negates the freedom of choice to marry or not
to marry as the case may be and which Sachs J
described as a
determinative feature of one’s life in
Volks.
[30]
This is further problematic in instances like those
recognised by this Court in
Bwanya
[31]
– in which those in permanent life partnerships may not be able
to exercise that choice.
Does
section 40 of the Children’s Act limit the fundamental right of
equality, dignity and the best interests of the child?
Equality
challenge
[40]
Section 9 of the Constitution provides that:
“
(1)
Everyone is equal before the law and has the right to equal
protection and benefit of the law.
(2)
Equality includes the full and equal enjoyment of all rights and
freedoms. To
promote the achievement of equality, legislative
and other measures designed to protect or advance persons, or
categories of persons,
disadvantaged by unfair discrimination may be
taken.
(3)
The state may not unfairly discriminate directly or indirectly
against anyone on one
or more grounds, including race, gender, sex,
pregnancy, marital status, ethnic or social origin, colour, sexual
orientation, age,
disability, religion, conscience, belief, culture,
language and birth.
(4)
No person may unfairly discriminate directly or indirectly against
anyone on one or
more grounds in terms of subsection (3). National
legislation must be enacted to prevent or prohibit unfair
discrimination.
(5)
Discrimination on one or more of the grounds listed in subsection (3)
is unfair unless
it is established that the discrimination is fair.”
[41]
The applicants argue that the impugned provisions unfairly
discriminate against them on the basis of both marital status and
sexual
orientation.
[42]
Section 9(1) of the Constitution guarantees to everyone the
right to the equal protection of the law while section 9(3) of the
Constitution
prohibits unfair discrimination on a range of listed
grounds, including marital status and sexual orientation.
[43]
In
Harksen
,
decided in terms of the interim Constitution, this Court set out the
proper approach to a challenge where section 8 (the precursor
to
section 9 of the Constitution) was invoked.
[32]
It
said that the first enquiry was to determine whether the provision in
question differentiated between people or categories of
people and,
if it did, whether there was a rational connection between the
differentiation and a legitimate governmental purpose
it was designed
to further or achieve.
[33]
The
absence of a legitimate governmental purpose would result in the
impugned provision being in breach of section 8(1). The
existence, however, of a legitimate governmental purpose would mean
the impugned provision would not fall foul of section 8(1)
but could
still constitute unfair discrimination under section 8(2) – the
current section 9(3). I proceed to deal with
the two legs of
the equality challenge.
Marital
status
[44]
The differentiation that section 40 of the Children’s
Act creates is to automatically assign rights and responsibilities to
married parents of children born from artificial fertilisation but
fails to assign such rights and responsibilities to unmarried parents
of children born from artificial fertilisation. There is a
differentiation of treatment applied to the two different categories
of persons: married and unmarried. Is there a rational
connection between the differentiation and a legitimate governmental
purpose that would save the section from being in breach of the
equality guarantee found in section 9(1)?
[45]
This
Court’s jurisprudence provides some guidance on what
governmental purpose has previously been advanced in support of
the
differentiation between married and unmarried persons. In
Bwanya
,
the exclusion of permanent life partners in matters relating to
succession was viewed by Mogoeng CJ, in a dissent, to be
underpinned by a worthy societal objective. He said it was
necessary “to facilitate the realisation of the undisputable
consequences intended to flow from marriage”.
[34]
[46]
What this does is to elevate marriage above all other forms of
union and in so doing attaches undue and unwarranted significance
to
one form of relationship to the exclusion of others. The
conclusion in that reasoning that only marriage can have such
indisputable consequences is contrary to the important societal
recognition of relationships of a different nature, as the majority
judgment of Madlanga J compellingly affirms in
Bwanya
.
Absent a legitimate governmental purpose for the differentiation, the
result must be that the impugned provisions constitute
a breach of
the applicants’ section 9(1) equality rights.
[47]
As
the differentiation is on a specified ground, namely marital status,
Harksen
tells
us that it will also constitute discrimination for the purposes of
section 9(3) and the existence of the specified ground
will
activate the presumption that the discrimination is unfair. The
onus would then shift to the state to rebut the presumption
and
establish that the discrimination is fair.
[35]
The state respondents did not oppose the matter in the
High Court, nor do they do so in this Court. The central
enquiry when applying the fairness test relates to the impact of the
discrimination. The impact of the discrimination on
the basis
of marital status is far-reaching. The message that is sent is
that, although permanent life partners have made
the conscious
decision to enter parenthood, such a choice is less respected than
the same choice made by married partners.
It devalues the
applicants’ relationship and impacts their dignity. The
discrimination from the perspective of its
impact renders it
manifestly unfair with the result that the impugned provisions
therefore result in unfair discrimination on the
basis of marital
status.
[36]
All that
remains is a determination, despite the finding of unfairness,
whether the discrimination can still be justified
in terms of
section 36 of the Constitution. It is a matter I will
return to.
Sexual
orientation
[48]
The applicants’ contention that the differentiation
found in section 40 also constitutes unfair discrimination on
the
basis of sexual orientation was held by the High Court to be
misplaced.
[49]
The
High Court found that the differentiation arising from the
impugned provisions applies to all married persons, including
those in a civil union in terms of the Civil Union Act.
[37]
It concluded that section 40 of the Children’s Act applies
to heterosexual and same-sex relationships equally,
and that the
mischief is therefore not that persons are discriminated against on
the basis of sexual orientation.
[50]
All same-sex partners in a civil union and all married
heterosexual couples equally benefit from section 40 in its current
form.
In addition, all unmarried partners, whether same-sex or
heterosexual are unfairly discriminated against by the impugned
provisions. The case for the applicants however is that the
impugned provisions have a disparate impact on lesbian same-sex
life
partners given their total reliance on artificial insemination if
they chose to have a biologically related child.
[51]
In
the category of persons excluded by section 40, not all heterosexual
life partners would experience the exclusionary effect
of section 40.
This is because a relatively small percentage of parties in
such a relationship would have experienced infertility
and therefore
would need access to artificial fertilisation.
[38]
In substance, it is that relatively small group of heterosexual life
partners who are unable to reproduce coitally that section
40
excludes.
[52]
On
the other hand, it is biologically impossible for two females to
reproduce coitally. They are entirely reliant on artificial
fertilisation processes and, by implication, section 40 of the
Children’s Act, to realise their dream of becoming parents
to
their biological children. Two men in a same-sex partnership
would not rely on section 40 of the Children’s
Act for the
conception of their biological child, as neither man would be capable
of being artificially fertilised.
[39]
Lesbian permanent life partners, who seek to have biologically
related children, have no other alternative but artificial
fertilisation. The automatic assignment of their rights and
responsibilities would accordingly, purely on the basis of their
biological reproductive constraints, be exclusively governed by the
impugned provisions. Lesbian permanent life partners
are
therefore disproportionately affected by the differentiation
occasioned by the impugned provisions.
[53]
This
Court has recognised in
Walker
[40]
and confirmed in
Mahlangu
[41]
that “a seemingly benign or neutral distinction that
nevertheless has a disproportionate impact on certain groups amounts
to indirect discrimination”. It is on this basis that I
take the view that the differentiation on sexual orientation
nevertheless constitutes indirect discrimination. In
Mahlangu
this Court, in speaking to the intersectionality of discrimination,
said that it required no more than an acknowledgement “that
discrimination may impact on an individual in a multiplicity of ways
based on their position in society and the structural dynamics
at
play”.
[42]
Similarly
in
NCGLE
v Minister of Justice
,
[43]
this Court said, in recognising that grounds of discrimination can
intersect, that:
“
[T]he
evaluation of discriminatory impact is done not according to one
ground of discrimination or another, but on a combination
of both,
that is globally and contextually, not separately and
abstractly.”
[44]
(Footnotes omitted.)
The
objective is to determine in a qualitative rather than a quantitative
way if the group concerned is subjected to scarring of
a sufficiently
serious nature as to merit constitutional intervention.
[54]
These considerations apply to the applicants in this matter
and in fact to all lesbians in a permanent life partnership who wish
to have a biologically related child. Their situation is also
unique as described in
Mahlangu
and their situation must lead
to the conclusion that the exclusion they experience in section 40,
when viewed globally and contextually,
is exacerbated simply on
account of the fact that they are lesbian life partners.
[55]
There can be no legitimate governmental objective for this
differentiation between homosexual and heterosexual relationships.
It must therefore follow that section 40 of the Children’s
Act violates section 9(1) of the Constitution and indirectly
discriminates against the applicants, as lesbian permanent life
partners, on the basis of their sexual orientation.
[56]
This
Court’s jurisprudence has recognised that there is no
qualitative difference between discrimination that has occurred
directly or indirectly. Once indirect discrimination based on a
listed ground has been established it is presumed to be unfair.
[45]
[57]
In
assessing the unfairness of discrimination this Court held in
Hugo
[46]
that “[t]he more vulnerable the group adversely affected by the
discrimination, the more likely the discrimination will be
held to be
unfair”. In
NCGLE
v Minister of Home Affairs
[47]
this Court held that “[vulnerability] depends to a very
significant extent on past patterns of disadvantage, stereotyping
and
the like”. It appropriately quoted from the Canadian case
M v H
:
[48]
“
[P]robably
the most compelling factor favouring a conclusion that differential
treatment imposed by legislation is truly discriminatory
will be,
where it exists, pre existing disadvantage, vulnerability,
stereotyping or prejudice experienced by the individual
or group.
These factors are relevant because, to the extent that the claimant
is already subject to unfair circumstances
or treatment in society by
virtue of personal characteristics or circumstances, persons like him
or her have often not been given
equal concern, respect, and
consideration. It is logical to conclude that, in most cases,
further differential treatment
will contribute to the perpetuation or
promotion of their unfair social characterization, and will have a
more severe impact on
them, since they are already vulnerable.”
[49]
[58]
Same-sex
couples have faced significant past patterns of disadvantage,
vulnerability and stereotyping. Section 40 of the Children’s
Act serves to perpetuate stereotypes such as that same-sex
relationships are exclusively sexual and lack the qualities of
consortium,
companionship, love, affection and support.
[50]
Or that same sex couples are incapable of fostering healthy
families as they are unable to procreate coitally.
[51]
[59]
Section 40 of the Children’s Act unfairly discriminates,
indirectly, against the applicants and others similarly positioned
on
the basis of sexual orientation. Whether such discrimination
can be justified, will be addressed later.
The
right to human dignity
[60]
Section
10 of the Constitution provides that “[e]veryone has inherent
dignity and the right to have their dignity respected
and
protected”. Dignity is about acknowledging the value and
worth of individuals.
[52]
It is about agency – the ability to make meaningful choices
about your life. This Court in
Dawood
confirmed
that the right to dignity includes the right to family life.
[53]
It held that the dignity of the parties had been infringed upon as
the impugned provision impeded the achievement of personal
fulfilment.
[54]
Here
too, the applicants’ right to dignity, and by extension family
life, have been limited in that they are unable,
through the choices
they have made, to achieve the fulfilment of parenthood.
Section 40 diminishes the value and worth of
the applicants by saying
that they are not worthy of being treated in the same manner as their
married counterparts and constitutes
a limitation of the right of the
applicants to have their dignity respected and protected.
Paramountcy
of the child’s best interests
[61]
Section 28(2) says that “[a] child’s best
interests are of paramount importance in every matter concerning the
child”.
[62]
When
considering whether to assign rights and responsibilities to parents,
the best interests of the child should be at the forefront
of that
enquiry. A child has the right to a beneficial legal
relationship with both of their parents where such parents are
obliged to: (a) care and protect them; (b) maintain contact
with them; (c) act as guardians for them; and (d) make
financial contributions towards them – this is consistent with
the best interests of the child.
[55]
Section 40 of the Children’s Act fails to recognise the
first applicant, and others like her, as a parent.
This
results in a child born of such circumstances being deprived of
automatically assigned and legally enforceable parental care,
contact
and guardianship rights.
[63]
Section
40 of the Children’s Act treats children born of
unmarried persons differently from those born of married
persons.
In
Centre
for Child Law
,
this Court held such differential treatment to be “invidious
and unconstitutional”.
[56]
This Court further held that the differentiating between
children based on their status of being born out of wedlock
is not
consistent with the best interests of the child principle.
[57]
It has been compellingly demonstrated that the impugned
provisions are not consistent with the best interests of the child
and limit their fundamental rights.
Justification
analysis
[64]
Having
established that the rights of the applicants and their children have
been limited by section 40 of the Children’s
Act, can it be
said that those limitations pass the justification test posited by
section 36 of the Constitution?
[58]
The respondents have not opposed the application.
Accordingly, no justification has been advanced for the limitation
that section 40 of the Children’s Act has had on the
rights to equality, human dignity and the best interests of
the
child. In
Du
Toit
,
[59]
this Court held, in dealing with the state’s failure to proffer
a justification for the limitation, that such an enquiry
would
nevertheless still be prudent. It said that “[t]he Court
must therefore [still] consider whether the limitations
occasioned by
the impugned provisions are indeed justifiable in terms of section 36
of the Constitution”.
[60]
[65]
Given the intersectionality between the various rights found
to be limited by the impugned provisions, it would be effective
and expedient to undertake the justification analysis in relation to
all those rights together.
[66]
A
section 36 justification analysis is a balancing exercise, described
by this Court in
Manamela
,
[61]
as follows:
“
[T]he
Court must engage in a balancing exercise and arrive at a global
judgment on proportionality . . . . As a general rule, the
more
serious the impact of the measure on the right, the more persuasive
or compelling the justification must be. Ultimately,
the
question is one of degree to be assessed in the concrete legislative
and social setting of the measure, paying due regard to
the means
which are realistically available in our country at this stage, but
without losing sight of the ultimate values to be
protected.”
[62]
The
nature of the rights
[67]
Dignity
is a founding value of the Constitution and a right central to the
society envisaged by the Constitution. Therefore,
as was held
in
Makwanyane
,
[63]
only the most compelling justification will suffice for its
limitation. This Court held:
“
The
rights to life and dignity are the most important of all human
rights, and the source of all other personal rights in Chapter
3.
By committing ourselves to a society founded on the recognition of
human rights we are required to value these rights
above all
others.”
[64]
[68]
Equality
is also a founding value of the Constitution, speaking to the need to
transform the historical systems of prejudice and
exclusion that
existed for so long in our country. In
Mahlangu,
it was
observed that “the right to equal protection of the law, the
right not to be discriminated against unfairly and the
right to
dignity are of singular importance in our constitutionalism”.
[65]
[69]
The
paramount nature of the best interests of the child principle is
well established in the jurisprudence of this Court.
[66]
In
Radhuva
,
[67]
although in the context of the arrest and detention of child
offenders, this Court underlined the fact that the need for society
to be sensitive to a child’s inherent vulnerability lies behind
section 28(2) of the Constitution.
[68]
The
importance of the purpose of the limitation
[70]
In the absence of any reason advanced by the state respondents
for the limitation of the rights to dignity, equality and to have
the
best interests of the child considered by section 40 of the
Children’s Act, I consider an issue raised in a different
context by the CCL.
[71]
The CCL argued in relation to remedy that including the
undefined term “permanent life partner” in section
40 could
lead to legal uncertainty. It could be argued the
limitation found in section 40 may well be in line with the absence
of
legal provisions providing for the registration and regulation of
permanent life partnerships. That, however, could hardly
constitute a legitimate purpose as it would again place the legal and
regulatory aspects of a relationship above its inherent worth.
[72]
In
Du Toit
, this Court also grappled with the possible
justification for the limitation of the rights of same-sex adoptive
parents, in the
absence of state justification. It said:
“
One
of the considerations that could have been raised by the respondents
to justify the constitutional limitations in issue, relates
to the
procedures available for regulating and safeguarding the interests of
children in the event of the termination or breakdown
of the
relationship between same-sex couples who may be joint adoptive
parents.”
[69]
[73]
This same consideration may be relevant in this matter in
support of the view that the limitation may be justifiable. It
could
be said that the limitation serves to mitigate a perceived risk
that might be posed by the absence of procedures for safeguarding
the
interests of children born of such relationships might pose if and
when that relationship ends.
[74]
A
striking and admirable feature of our law is the comprehensive manner
in which it has given effect to the best interests of the
child
principle. It is a principle that has not been shackled by
formalism or bureaucracy. There are sufficient procedures
[70]
available, located across various institutions,
[71]
that provide a proper legal basis to ensure that the rights and
interests of children will be protected in the event a permanent
life
partnership ends for whatever reason. All of these exist
against the backdrop of the High Court as the upper guardian
of
all minor children.
[72]
There
is therefore no legal lacuna or risk in relation to the rights of the
child on this aspect that could be used to justify
the limitation of
the rights in question.
The
nature and extent of the limitation
[75]
The limitation that section 40 of the Children’s Act
imposes is extensive as it creates an absolute bar on the automatic
acquisition
of parental rights and responsibilities by unmarried
parents. The impugned provisions do not provide for exceptions
to this
exclusion nor are they even remotely open to the
consideration of any relationship other than marriage in assigning
rights and
responsibilities.
The
relation between the limitation and its purpose
[76]
In
the absence of opposition to these proceedings, we have considered
possible purposes the limitation could serve based largely
on the
issues raised in other cases.
[73]
The conclusion we have reached is that the limitation serves no
legitimate purpose. It must follow that in the absence
of a
legitimate purpose, there is no basis to consider this issue any
further. Simply put, there can be no relation between
the
limitation and an absent or unarticulated purpose.
Less
restrictive means to achieve the purpose.
[77]
The impugned provisions create an absolute bar to the
automatic assignment of rights and responsibilities to all unmarried
persons
who have a child through artificial fertilisation. In
doing so, they fail to acknowledge that even amongst those who are
unmarried there exist different types of relationships –
different in form, duration and commitment. Section 40
does not consider any form of relationship other than marriage and
there is no attempt to explore whether forms of relationships
other
than marriage may come into reckoning for the automatic assignment of
rights and responsibilities.
[78]
If that exercise was undertaken, there could conceivably have
been no reason to have excluded permanent life partners on the basis
that, even if section 40 was to advance some legitimate societal
objective, it fails at the level of not having considered the
less
restrictive means to do so. In particular, it fails to have
regard to the inclusion of permanent life partnerships in
the
automatic assignment of rights and responsibilities in respect of
children born by artificial fertilisation.
[79]
The limitation of the applicants’ and their children’s
rights to dignity, equality and to have their best interests
considered is not justifiable in terms of section 36 of
the Constitution. Accordingly, section 40 is
unconstitutional
to the extent that it excludes permanent life
partners as automatic recipients of parental rights and
responsibilities.
[80]
It is for all of these reasons that the impugned provisions
cannot withstand the constitutional challenge directed at them.
[81]
The question arose during argument whether the exclusion of
only permanent life partners was constitutionally offensive or
whether the exclusion of others who may be in a committed
relationship that falls short of a permanent life partnership would
be
equally offensive. That is an important question, but one
that need not be answered in the context of this challenge. There
was no attack on the impugned provisions on that basis. Nor was
there evidence placed before this Court on the further exclusionary
scope, if any, of its impact. This issue may arise again in the
future, either through litigation or through the work of
Parliament
and there is no need for this Court to pronounce on it at this
stage.
Remedy
[82]
Therefore,
it must follow that the High Court’s order of
unconstitutionality stands to be confirmed in that the impugned
provisions unconstitutionally exclude those in a permanent life
partnership from its scope. The High Court had proposed reading
in to section 40 the term “permanent life partner/s”.
This limited reading-in is consistent with the approach
to cure
an unconstitutional provision due to an omission.
[74]
This will include a class of people currently and unconstitutionally
excluded by section 40 of the Children’s Act.
That part of the remedy would be appropriate and proper to give
effect to the relief that the applicants seek and the mischief
that
the section presents.
[83]
While the matter of the suspension of the order did not
feature in the reasoning of the High Court, in this Court the CCL
submitted
that the declaration of invalidity should be suspended.
This was to afford Parliament the opportunity to properly
consider
the impugned provisions and to possibly do so beyond the
confines of the constitutional deficiency found to exist in the
present
case.
[84]
As
indicated, the question of the scope of the exclusion that has been
considered by this Court is limited but there may be a need
for a
wider consideration. Parliament through its deliberative and
consultative processes is well placed to do that.
That reason
alone would justify the suspension of the declaration of invalidity.
A period of 24 months is appropriate.
This may appear to
be a long period in a relatively straightforward matter, but
law-making is an intensive and time-consuming exercise
which requires
careful consideration and wide-ranging consultation in order to
properly hear and consider all views on an issue.
[75]
[85]
The proposed reading-in will provide an interim remedy to deal
with the unconstitutionality of the impugned provisions. In
the
event that Parliament does not affect the required amendments to the
section within the two-year period, or any extended period
that this
Court may grant, then section 40 as read-in, will continue to
prevail. This will ensure that there is no lacuna
with
prejudicial consequences that will arise by the coming into operation
of the order of invalidity if Parliament does not act.
What
will occur in that scenario is that section 40, with the reading-in,
will continue to endure either permanently or until such
time as
Parliament effects amendments to the section. This is the order
I intend to make.
[86]
The CCL proposed that the reading-in to section 40(1) should
provide that the written consent of parties in a permanent life
partnership
should be given prior to them embarking on a process of
artificial fertilisation. Section 40(1) as read-in presumes
that
the married persons or the permanent life partners have given
their consent. I am not convinced that there should be an
additional
requirement of written consent in the case of permanent
life partners. In any event, what would the purpose of such
consent
be? To prove a permanent life partnership perhaps or to
bind the parties to the rights and responsibilities that flow from
the section as read-in. There is no need going forward to treat
permanent life partners any differently from married persons
in this
regard and in any event the presumption that the section creates is
rebuttable. There are other provisions in the
Children’s
Act that refer to the acquisition of rights and responsibilities by
permanent life partners with no additional
duty prescribed by
legislation to provide written consent or proof of such a
relationship.
Retrospectivity
[87]
The
doctrine of objective constitutional invalidity
[76]
must mean that the order of invalidity takes effect from 1 July
2007, when section 40 came into force. There appears
to be no
good reason to depart from this as its proper effect is to fix the
date of invalidity in an objectively acceptable manner.
There
are no unintended consequences that come with that and there was no
suggestion that this part of the order should be any
different.
[88]
The question that arises is whether the reading-in has the
effect of automatically applying section 40 as read-in to permanent
life
partners who had children conceived through artificial
fertilisation in the period 1 July 2007 until the date of this
judgment.
There may be a need to distinguish between the legal
position that should prevail in the period 1 July 2007 until the
date
of this judgment and the position thereafter. It would be
fair to say that permanent life partners who had children through
artificial fertilisation before the date of this order will have
arranged their affairs and made decisions in accordance with
the law
as it then stood. They are accordingly entitled to expect that
the legal regime that then prevailed will continue
to apply in
respect of children who were conceived through artificial
fertilisation processes in that period. That should
be the
situation, unless those partners or former partners wish, jointly to
invoke the benefit of the order of this Court, in which
event, the
post-order regime will apply to them. In that situation, the
presumption of consent will apply to them, and they
will, as
permanent life partners, be assigned parental rights and
responsibilities. There is also no reason why
this should not
apply to the survivor of a permanent life partnership.
[89]
Notwithstanding that the permanent life partnership may have
ceased to exist, either through death or by agreement, the benefit of
the order of this Court could be invoked provided that rights and
responsibilities in respect of the child or children born have
not
been assigned in terms of the provisions of the Children’s Act
or any other legislation to anybody and they object to
the
invocation. In addition, and even in the absence of rights and
responsibilities not having been assigned to any other
party, the
former partner in the permanent life partnership may wish to object
as well. The principle should be that a party
who was denied
rights and responsibilities as a result of the impugned provisions
should be entitled to claim the benefit of the
reading-in, while a
third party who has acquired rights and responsibilities, or a former
partner should have the right to object.
While caution must be
exercised in not unsettling or interfering with rights that have been
assigned, a party who has been historically
excluded from acquiring
such rights should at the very least have the opportunity to invoke
the benefit of this Court’s order.
In that case, the
party seeking the assignment of rights and responsibilities would be
required to give written notice of such
intention to the third party
or the former partner as the case may be. In the event that the
third party or former partner
objects thereto and a dispute arises,
the Children’s Court will determine the dispute and make any
appropriate order with
regard to the best interests of the
child principle.
A
word about permanent life partners
[90]
This judgment has not dealt with what would constitute a
permanent life partnership. It was not necessary to do so in
order
to consider and deal with the relief that is being sought. I
need to say no more than what this Court said in
NCGLE v Minister
of Home Affairs
and confirmed in
Bwanya
, listing the
factors relevant in establishing the existence of a permanent life
partnership—
“
the
respective ages of the partners; the duration of the partnership;
whether the partners took part in a ceremony manifesting their
intention to enter into a permanent partnership, what the nature
of that ceremony was and who attended it; how the partnership
is
viewed by the relations and friends of the partners; whether the
partners share a common abode; whether the partners own or
lease the
common abode jointly; whether and to what extent the partners share
responsibility for living expenses and the upkeep
for the joint home;
whether and to what extent one partner provides financial support for
the other; whether and to what extent
the partners have made
provision for one another in relation to medical, pension and related
benefits; whether there is a partnership
agreement and what its
contents are; and whether and to what extent the partners have made
provision in their wills for one another.”
[77]
Costs
[91]
The applicants seek costs for both the proceedings in the
High Court as well as the costs for the confirmation proceedings
in this Court. In the High Court, the applicants only
sought costs in the event of the application being opposed.
There was no opposition in the High Court and that Court accordingly
made no order as to costs. Under these circumstances,
it is
inconceivable that the applicants, in this Court, can now seek to
revisit the costs order of the High Court. That
order was
correctly made and is unassailable. In any event, there has
been no appeal against that order of costs, and it
is impermissible
for the applicants to seek to revive an issue that has been finally
disposed of. The High Court costs order
must stand.
[92]
The applicants also seek costs in this Court. They argue
that confirmation by this Court is essential for any relief they
seek, and if this Court were to confirm the order of constitutional
invalidity of the High Court, they should be entitled to their
costs. This, notwithstanding that there was no opposition from
the State respondents to the confirmation proceedings.
[93]
There are a number of considerations that arise in the
determination of an appropriate costs order in this matter.
[94]
First, the remedy that the applicants seek is only rendered
complete and effective if this Court confirms the order of
constitutional
invalidity made by the High Court. The
confirmation proceedings are therefore a necessary step in the
assertion and
vindication of the rights of the applicants.
[95]
Second,
in
Levenstein
,
[78]
this Court held the following in respect of confirmation proceedings
where the state respondent elected to abide the decision of
the Court:
“
These
are proceedings which have been brought to this Court in terms of
section 167(5) of the Constitution. The applicants
submitted that the Minister must pay the costs of confirmation
proceedings. The Minister disagrees and cites recent decisions
in which costs were only awarded where the confirmation was opposed.
The Minister contends that each party should pay
its own costs
in this matter, as he does not oppose confirmation. The
applicants successfully challenged the constitutionality
of section
18 of the [Criminal Procedure Act] in the High Court where they were
awarded costs. It is the norm to award costs
in favour of a
successful applicant for a confirmation, and there is no reason why
this principle should not apply in this matter.
The fact that
the Minister has not opposed the confirmation proceedings does not in
itself provide a sufficient basis for this
Court to deviate from this
principle. In the circumstances the Minister should pay the
costs of the confirmation proceedings.”
[79]
[96]
The approach taken by this Court in respect of costs has been
that an applicant’s successful assertion of a constitutional
right should ordinarily entitle them to costs. That the
applicants did not seek costs in the High Court is of no relevance
and cannot determine how costs in this Court are to be dealt with.
Confirmation proceedings are separate, substantive proceedings
and
given that the applicants have achieved success in these proceedings
they should be entitled to their costs in this Court,
which should
include the costs of two counsel.
Order
[97]
The following order is made:
1.
The
declaration of constitutional invalidity of section 40 of
the Children’s Act 38 of 2005 (Children’s Act)
made by the High Court is confirmed in the terms set out in
paragraphs 2, 3, 4, 5 and 6 of this order.
2.
It is
declared that the impugned provisions of the Children’s Act
unfairly and unjustifiably discriminate on the basis of
marital
status and sexual orientation by excluding the words:
(a)
“or permanent life partner” after the word “spouse”
and “husband”
wherever such words appear in section 40 of
the Children’s Act; and
(b)
“or permanent life partners” after the word “spouses”
wherever such
word appears in section 40 of the Children’s Act.
3.
The declaration of constitutional
invalidity referred to in
paragraph 1 takes effect from 1 July 2007, but its
operation is suspended for 24 months
from the date of this order
to afford Parliament an opportunity to remedy the constitutional
defects giving rise to the constitutional
invalidity
.
4.
From the date of the order of
this Court section 40 of the
Children’s Act will read as follows – the underlined
words being read into the section
as it is currently formulated:
“
(1)
(a) Whenever the gamete or
gametes of any person other than
a married person or his or her
spouse
or permanent life partner
have been used with the
consent of both such spouses
or permanent life partners
for
the artificial fertilisation of one spouse
or one permanent life
partner
, any child born of that spouse
or permanent life
partner
as a result of such artificial fertilisation must for all
purposes be regarded to be the child of those spouses
or permanent
life partners
as if the gamete or gametes of those spouses
or
permanent life partners
had been used for such artificial
fertilisation.
(b)
For the purpose of paragraph (a) it must be presumed, until the
contrary is proved,
that both spouses
or permanent life partners
have granted the relevant consent.
(2)
Subject to section 296, whenever the gamete or gametes of any person
have been used
for artificial fertilisation of a woman, any child
born of that woman as a result of such artificial fertilisation must
for all
purposes be regarded to be the child of that woman.
(3)
Subject to section 296, no right, responsibility, duty or obligation
arises between
a child born of a woman as a result of artificial
fertilisation and any person whose gamete has or gametes have been
used for such
artificial fertilisation or the blood relations of that
person, except when-
(a)
that person is the woman who gave birth to that child; or
(b)
that person was the husband
or permanent life partner
of such
woman at the time of such artificial fertilisation.”
5.
In respect of the period 1 July 2007 until the date of this
order, the following
shall be the position:
(a)
The reading in provided for in paragraph 4 above will not apply
to persons who
were permanent life partners at the time of the
artificial fertilisation unless they invoke the benefit of this order
by a written
declaration signed by both of them. In such event
the provisions of section 40(1)(a) as read in will apply.
(b)
In the event that rights and responsibilities in respect of the
child/children so born has
been assigned to any third party/ies in
terms of the Children’s Act or any other legislation, or
are enjoyed by a former
partner of the permanent life partnership
only, then:
(i)
The party seeking to invoke the benefit of this order will give
written notice to
the party/ies or former partner of their intention
to do so and afford the third party or former partner an opportunity
to object
thereto.
(ii)
If the third party or former partner objects in writing thereto, the
matter must then be referred
to the Children’s Court which will
determine the procedure to be followed and issue appropriate orders
and directions within
its powers.
(iii)
The Children’s Court, after considering the matter. may make
any order that is just and equitable
and in doing so, shall be guided
by what the best interests of the child/children in question require.
6.
In the event that Parliament does not remedy the constitutional
deficiency in
section 40 within the period provided for in
paragraph 3 of this order, or any extended period granted by this
Court, then
section 40 will be deemed to read as set out in
paragraphs 4 and 5 above.
7.
The respondents are to pay the applicants’ costs in this Court
including
the costs of two counsel.
For
the First and Second Applicants:
A
de Vos SC and H Botma instructed by Adele Van De Walt
Incorporated
For
the Amicus Curiae:
K
Ozah instructed by Centre for Child Law
[1]
38 of 2005. Section 40, dealing with the rights of children
conceived by artificial fertilisation, provides:
“
(1)
(a)
Whenever the
gamete or gametes of any person other than a married
person
or
his or her spouse have been used with the consent of both such
spouses for the artificial fertilisation of one spouse, any
child
born of that spouse as a result of such artificial fertilisation
must for all purposes be regarded to be the child of those
spouses
as if the gamete or gametes of those spouses had been used for such
artificial fertilisation.
(b)
For the purpose of paragraph (a) it must be presumed, until the
contrary is proved, that both spouses have granted the relevant
consent.
(2)
Subject to section 296, whenever the gamete or gametes of any person
have been used for the artificial fertilisation of a woman, any
child born of that woman as a result of such artificial
fertilisation
must for all purposes be regarded to be the child of
that woman.
(3)
Subject to section 296, no right, responsibility, duty or obligation
arises between a child born of a woman as a result of artificial
fertilisation and any person whose gamete has or gametes have
been
used for such artificial fertilisation or the blood relations of
that person, except when—
(a)
that person is the woman who gave birth to that child; or
(b)
that person was the husband of such woman at the time of such
artificial fertilisation.”
[2]
Gametes are reproductive cells. Female gametes are ova and
male gametes are sperm cells. Ova are retrieved from ovaries
and fertilised by sperm in a laboratory. The fertilised egg
(embryo) or eggs (embryos) are then transferred to a uterus.
[3]
Section 40(3)(a) of the Children’s Act.
[4]
Only the partner who births the child is, in terms of the impugned
provisions, assigned automatic rights and responsibilities.
[5]
Sections 23 and 24 of the Children’s Act provide for the
assignment of contact and care and guardianship, respectively.
[6]
Emphasis added.
[7]
Section 1 of the Children’s Act defines “parent”
as follows:
“
[I]n
relation to a child, includes the adoptive parent of a child, but
excludes—
(a)
the biological father of a child conceived through the rape of or
incest with the child’s mother;
(b)
any person who is biologically related to a child by reason only
of
being a
gamete donor
for purposes of artificial
fertilisation; and
(c)
a parent whose parental responsibilities and rights in respect of
a
child have been terminated.” (Emphasis added.)
[8]
VJV v
Minister of Social Development
[2022] ZAGPPHC 114 (22 February 2022) (High Court judgment)
paras 12-3.
[9]
Id at para 18.
[10]
Id at para 23.
[11]
The relevant parts of section 28 reads:
“
(1)
Every child has the right—
.
. .
(b)
to family care or parental care, or to appropriate alternative care
when
removed from the family environment;
.
. .
(2)
A child’s best interests are of paramount importance in every
matter concerning the child.”
[12]
High Court judgment above n 8 at paras 16-7.
[13]
J v
Director General, Department of Home Affairs
[2003] ZACC 3; 2003 (5) SA 621 (CC); 2003 (5) BCLR 463 (CC).
[14]
82 of 1987. This Act has since been repealed by the Children’s
Act.
[15]
The challenged provisions in the Children’s Status Act
provided only for the rights and responsibilities of a “husband”
and “wife” of children conceived by artificial
fertilisation. This Court confirmed the High Court order of
constitutional invalidity and read in the words “or permanent
same-sex life partner” into the section.
[16]
Dawood
v Minister of Home Affairs; Shalabi v Minister of Home Affairs;
Thomas v Minister of Home Affairs
[2000] ZACC 8; 2000 (3) SA 936; 2000 (8) BCLR 837 (CC).
[17]
Ex
Parte Chairperson of the Constitutional Assembly: In re
Certification of the Constitution of the Republic of South Africa
[1996] ZACC 26; 1996 (4) SA 744 (CC); 1996 (10) BCLR 1253 (CC).
[18]
Fletcher
v Fletcher
1948 (1) SA 130
(A).
[19]
Paixao
v Road Accident Fund
[2012]
ZASCA 130; 2012 (6) SA 377 (SCA).
[20]
Budlender and Lund “South Africa: A Legacy of Family
Disruption” (2011) 42
Development
and Change
925 at 927-932.
[21]
Volks
N.O. v Robinson
[2005] ZACC 2
;
2005 (5) BCLR 446
(CC) at para 120.
[22]
.
Paixao
above n 19 at paras 31-2.
[23]
Volks
above
n 21 at para 148.
[24]
Bwanya
v Master of the High Court, Cape Town
[2021]
ZACC 51
;
2022 (3) SA 250
(CC);
2022 (4) BCLR 410
(CC).
[25]
Id at paras 54-5. Although procreation features prominently in
families, it does not necessarily define the idea of “family”.
Here is why, according to
National
Coalition for Gay and Lesbian Equality v Minister of Justice
[1998]
ZACC 15
;
1999 (1) SA 6
;
1998 (12) BCLR 1517
(
NCGLE
v Minister of Justice
)
at para 51—
“
[f]rom
a legal and constitutional point of view procreative potential is
not a defining characteristic of conjugal relationships.
Such
a view would be deeply demeaning to couples (whether married or not)
who, for whatever reason, are incapable of procreating
when they
commence such relationship or become so at any time thereafter. It
is likewise demeaning to couples who commence
such a relationship at
an age when they no longer have the desire for sexual relations. It
is demeaning to adoptive parents
to suggest that their family is any
less a family and any less entitled to respect and concern than a
family with procreated
children. I would even hold it to be
demeaning of a couple who voluntarily decide not to have children or
sexual relations
with one another; this being a decision entirely
within their protected sphere of freedom and privacy.”
[26]
Volks
above n 21 at para 154.
[27]
Centre for Disease Control and Prevention Division of Vital
Statistics, National Centre for Health Statistics
Vital
Statistics Rapid Release - Births: Provisional Data for 2018
(Report No. 007, May 2019).
[28]
Ravitskyl and Kimmins “The Forgotten Men: Rising Rates of Male
Infertility Urgently Require New Approaches for its Prevention,
Diagnosis and Treatment” (2019) 101
Oxford
University Press Society for the Study of Reproduction
at
872.
[29]
Mwaba “An Exploratory Study of South African Women’s
Experiences of In Vitro Fertilisation and Embryo Transfer (IVE-ET)
at Fertility Clinics” (2013) 3
Open
Journal of Preventive Medicine
at 470
[30]
See
Volks
above
n
21 at para 154.
[31]
See
Bwanya
above
n 24
at
paras 61-6.
[32]
Harksen
v Lane N.O.
[1997] ZACC 12
;
1998 (1) SA 300
(CC);
1997 (11) BCLR 1489
(CC) at
para 50. The full
Harksen
test is as follows:
“
(a)
Does the provision differentiate between people or categories of
people? If
so, does the differentiation bear a rational connection
to a legitimate government purpose? If it does not, then there
is a violation of section 8(1). Even if it does bear a
rational connection, it might nevertheless amount to discrimination.
(b)
Does the differentiation amount to unfair discrimination?
This
requires a two-stage analysis:
(i)
Firstly, does the differentiation amount to ‘discrimination?
If it is on a specified ground, then discrimination will have been
established. If it is not on a specified ground, then
whether
or not there is discrimination will depend upon whether,
objectively, the ground is based on attributes and characteristics
which have the potential to impair the fundamental human dignity of
persons as human beings or to affect them adversely in a
comparably
serious manner.
(ii)
If the differentiation amounts to ‘discrimination’,
does
it amount to ‘unfair discrimination’? If it has
been found to have been on a specified ground, then unfairness
will
be presumed. If on an unspecified ground, unfairness will have
to be established by the complainant. The test
of unfairness
focuses primarily on the impact of the discrimination on the
complainant and others in his or her situation.
If, at the end
of this stage of the enquiry, the differentiation is found not to be
unfair, then there will be no violation of
section 8(2).
(c)
If the discrimination is found to be unfair then a determination
will have to be made as to whether the provision can be justified
under the limitations clause (section 33 of the
interim Constitution).”
[33]
Id at para 54.
[34]
Bwanya
above n 24 at para 136.
[35]
The fairness test set out in
Harksen
looks at the following factors:
“
(a)
the position of the complainants in society, whether they have
suffered from
past patterns of disadvantage, and whether the
discrimination is on a listed ground;
(b)
the nature of the provision or power and the purpose sought to be
achieved by it – if it is aimed at achieving a worthy social
goal and not at impairing the complainants it may be fair;
(c)
with due regard to (a) and (b) and other relevant factors, the
extent to which the complainants’ rights or interests have
been affected, whether this has led to an impairment of their
fundamental human dignity or constitutes an impairment of a
comparably serious nature.”
[36]
See
Pretoria
City Council v Walker
[1998] ZACC 1
;
1998 (2) SA 363
(CC);
1998 (3) BCLR 257
(CC) which
illustrates the distinction between unfair discrimination and
discrimination that is not unfair. See also
Union
of Refugee Women v Director, Private Security Industry Regulatory
Authority
[2006] ZACC 23
;
2007 (4) SA 395
(CC);
2007 (4) BCLR 339
(CC); and
President
of the Republic of South Africa v Hugo
[1997] ZACC 4; 1997 (4) SA 1 (CC); 1997 (6) BCLR 708 (CC).
[37]
17 of 2006.
[38]
See [40] above.
[39]
Section 292 of the Children’s Act relates to surrogate
motherhood agreements and would apply in these instances.
[40]
Walker
above n 36.
[41]
Mahlangu
v Minister of Labour
[2020] ZACC 24; 2021 (2) SA 54 (CC); 2021 (1) BCLR 1 (CC).
[42]
Id at para 76.
[43]
NCGLE v
Minister of Justice
above n 25.
[44]
Id
at para 113.
[45]
Mahlangu
above n 41 at para 92 and
Walker
above n 36 at paras 31-5.
[46]
Hugo
above n 36 at para 112.
[47]
National
Coalition for Gay and Lesbian Equality v Minister of Home Affairs
[1999]
ZACC 17
;
2000 (2) SA 1
;
2000 (1) BCLR 39
(
NCGLE
v Minister of Home Affairs
).
[48]
M v H
(1999) 171 DLR (4th) 577.
[49]
Id at para 68.
[50]
NCGLE v
Minister of Home Affairs
above n 47 at para 49.
[51]
Id at para 50.
[52]
Id at para 28.
[53]
Dawood
above
n 16 at para 36. See also
Dladla
v City of Johannesburg
[2017] ZACC 42
;
2018 (2) SA 327
(CC);
2018 (2) BCLR 119
(CC) at para
49 and
Nandutu
v Minister of Home Affairs
[2019] ZACC 24
;
2019 (5) SA 325
(CC);
2019 (8) BCLR 938
(CC) at para
60 where this position is confirmed.
[54]
Id
Dawood
at para 37. In this matter section 25(9)(b) of the Alien’s
Control Act 96 of 1991 (since repealed) was declared
unconstitutional as it required the foreign spouse of a South
African, who is not in possession of a valid temporary residence
permit, to leave the country to apply for an immigration permit.
[55]
Section 18 of the Children’s Act.
[56]
Centre
for Child Law v Director General: Department of Home Affairs
[2021] ZACC 31
;
2022 (2) SA 131
(CC);
2022 (4) BCLR 478
(CC) at para
71.
[57]
Id at para 79.
[58]
Section 36 of the Constitution reads:
“
(1)
The rights in the Bill of Rights may be limited only in terms of law
of general
application to the extent that the limitation is
reasonable and justifiable in an open and democratic society based
on human
dignity, equality and freedom, taking into account all
relevant factors, including—
(a)
the nature of the right;
(b)
the importance of the purpose of the limitation;
(c)
the nature and extent of the limitation;
(d)
the relation between the limitation and its purpose; and
(e)
less restrictive means to achieve the purpose.
(2)
Except as provided in subsection (1) or in any other provision of
the Constitution, no law may limit any right entrenched in the Bill
of Rights.”
[59]
Du Toit
v Minister of Welfare and Population Development
[2002] ZACC 20; 2003 (2) SA 198 (CC); 2002 (10) BCLR 1006 (CC).
[60]
Id at para 31.
[61]
S v
Manamela (Director-General of Justice Intervening)
[2000] ZACC 5; 2000 (3) SA 1 (CC); 2000 (5) BCLR 491 (CC).
[62]
Id at para 32.
[63]
S v
Makwanyane
[1995]
ZACC 3; 1995 (3) SA 391 (CC); 1995 (6) BCLR 665 (CC).
[64]
Id at para 144.
[65]
Mahlangu
above
n 41 at para 117.
[66]
See generally
Centre
for Child Law v Media 24 Ltd
[2019] ZACC 46
;
2020 (4) SA 319
(CC);
2020 (3) BCLR 245
(CC);
AB
v Minister of Social Development
[2016] ZACC 43
;
2017 (3) SA 570
(CC);
2017 (3) BCLR 267
(CC) and
Centre
for Child Law v Minister for Justice and Constitutional Development
[2009] ZACC 18; 2009 (6) SA 632 (CC); 2009 (11) BCLR 1105 (CC).
[67]
MR v
Minister of Safety and Security
[2016]
ZACC 24
;
2016 (2) SACR 540
(CC);
2016 (10) BCLR 1326
(CC) (
Raduvha
).
[68]
Id at para 57.
[69]
Du Toit
above n 59 at para 33.
[70]
Sections 18 to 41 of the Children’s Act provide for all
instances in which parental rights and responsibilities are
involved.
Section 18(2) specifically defines what these rights
and responsibilities encompass:
“
(2)
The parental responsibilities and rights that a person may have in
respect
of a child, include the responsibility and the right—
(a)
to care for the child;
(b)
to maintain contact with the child;
(c)
to act as guardian of the child; and
(d)
to contribute to the maintenance of the child.”
See
also, for example, section 9 of the Children’s Act which
requires that:
“
In
all matters concerning the care, protection and well-being of a
child the standard that the child’s best interest is
of
paramount importance, must be applied.”
And
section 15(1) which provides that:
“
Anyone
listed in this section has the right to approach a competent court,
alleging that a right in the Bill of Rights or this
Act has been
infringed or threatened, and the court may grant appropriate relief,
including a declaration of rights.”
And
section 33(1) which provides that:
“
The
co-holders of parental responsibilities and rights in respect of a
child may agree on a parenting plan determining the exercise
of
their respective responsibilities and rights in respect of the
child.”
[71]
Including Children’s Courts, the Office of the Family Advocate
and Maintenance Courts.
[72]
See section 45(4) of the Children’s Act. See also
Girdwood
v Girdwood
1995 (4) SA 698
(C) at 708I-709A.
[73]
See [70] to [74].
[74]
Currie and De Waal
The
Bill of Rights Handbook
6 ed (Juta & Co Ltd, Cape Town 2013) at 187.
[75]
The importance of public participation in legislative process cannot
be understated. As was held by Sachs J in
Doctors
for Life International v Speaker of the National Assembly
[2006] ZACC 11
;
2006 (6) SA 416
(CC)
2006 (12) BCLR 1399
(CC) at
para 235:
“
All
parties interested in legislation should feel that they have been
given a real opportunity to have their say, that they are
taken
seriously as citizens and that their views matter and will receive
due consideration at the moments when they could possibly
influence
decisions in a meaningful fashion. The objective is both
symbolical and practical: the persons concerned must
be manifestly
shown the respect due to them as concerned citizens, and the
legislators must have the benefit of all inputs that
will enable
them to produce the best possible laws.”
[76]
The doctrine of objective constitutional invalidity was laid out in
Ferreira
v Levin N.O.; Vryenhoek v Powell N.O.
[1995] ZACC 13
;
1996 (1) SA 984
(CC);
1996 (1) BCLR 1
(CC) where
this Court held at para 27 that finding a law to be in conflict
with the Constitution “does not invalidate
the law; it merely
declares it to be invalid”. A law that has been found to
be inconsistent with the Constitution
ceases to have any legal
consequences. See also
Cross-Border
Road Transport Agency v Central African Road
Services
(Pty) Ltd
[2015] ZACC 12
;
2015 (5) SA 370
(CC);
2015 (7) BCLR 761
(CC) in which it was held at para 20 that—
“
the
consequences that ordinarily flow from a declaration of
constitutional invalidity include that the law will be invalid from
the moment it was promulgated. That is, the order will have
immediate retrospective effect. This is the default position.”
[77]
Bwanya
above n 24 at para 76 confirming
NCGLE
v Minister of Home Affairs
above n 47 at para 88.
[78]
NL v
Estate Late Frankel
[2018] ZACC 16
;
2018 (2) SACR 283
(CC);
2018 (8) BCLR 921
(CC)
(
Levenstein
).
[79]
Id
at para 79.
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