Case Law[2022] ZACC 5South Africa
South African Human Rights Commission obo South African Jewish Board of Deputies v Masuku and Another (CCT 14/19) [2022] ZACC 5; 2022 (4) SA 1 (CC); 2022 (7) BCLR 850 (CC) (16 February 2022)
Constitutional Court of South Africa
16 February 2022
Headnotes
Summary: Application for recusal — reasonable apprehension of bias — grounds for recusal not met
Judgment
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## South African Human Rights Commission obo South African Jewish Board of Deputies v Masuku and Another (CCT 14/19) [2022] ZACC 5; 2022 (4) SA 1 (CC); 2022 (7) BCLR 850 (CC) (16 February 2022)
South African Human Rights Commission obo South African Jewish Board of Deputies v Masuku and Another (CCT 14/19) [2022] ZACC 5; 2022 (4) SA 1 (CC); 2022 (7) BCLR 850 (CC) (16 February 2022)
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sino date 16 February 2022
CONSTITUTIONAL
COURT OF SOUTH AFRICA
Case
CCT 14/19
In
the matter between:
SOUTH
AFRICAN HUMAN RIGHTS COMMISSION ON BEHALF
OF
SOUTH AFRICAN JEWISH BOARD OF DEPUTIES
Applicant
and
BONGANI
MASUKU
First Respondent
CONGRESS
OF THE SOUTH AFRICAN TRADE UNIONS
Second Respondent
and
SOUTH
AFRICAN HOLOCAUST AND
GENOCIDE
FOUNDATION
First Amicus Curiae
PSYCHOLOGICAL
SOCIETY OF SOUTH AFRICA
Second Amicus Curiae
FREEDOM
OF EXPRESSION INSTITUTE
Third Amicus Curiae
MEDIA
MONITORING
AFRICA
Fourth Amicus Curiae
RULE
OF LAW
PROJECT
Fifth Amicus Curiae
NELSON
MANDELA FOUNDATION
Sixth Amicus Curiae
Neutral
citation:
South African
Human Rights Commission obo South African Jewish Board of Deputies v
Masuku and Another
[2022] ZACC 5
Coram:
Mogoeng
CJ, Froneman J, Jafta J, Khampepe J, Mathopo AJ, Mhlantla J,
Theron J and Victor AJ
Judgment:
Khampepe J (unanimous)
Heard
on:
27 August 2019
Decided
on:
16 February 2022
Summary:
Application for recusal — reasonable apprehension of bias —
grounds for recusal not met
Promotion of Equality and
Prevention of Unfair Discrimination Act 4 of 2000
— Hate speech
— subsidiarity
ORDER
On
appeal from the Supreme Court of Appeal (hearing an appeal from the
High Court of South Africa, Gauteng Local Division, Johannesburg,
sitting as the Equality Court), the following order is made:
1.
The application for recusal is dismissed.
2.
Leave to appeal is granted.
3.
The appeal is upheld in part.
4.
The order of the Supreme Court of Appeal is set aside and substituted
with the
following:
“
The appeal against
the order of the Equality Court is dismissed with no order as to
costs.”
5.
Leave to cross-appeal is granted.
6.
The cross-appeal is upheld.
7.
Paragraph 2 of the order of the Equality Court is set aside and
substituted with
the following:
“
The complaint
against the respondents succeeds in respect of the first statement
with no order as to costs.”
8.
In the result, the order of the Equality Court is reinstated, subject
to the
following amendments:
“
1.
The first statement is declared to be harmful, and to incite harm and
propagate hatred; and amounts
to hate speech as envisaged in
section
10
of the Promotion of Equality and Prevention of Unfair
Discrimination Act 4 of 2000.
2.
The complaint against the respondents succeeds in respect of the
first statement with no
order as to costs.
3.
The respondents are ordered to tender an unconditional apology to the
Jewish Community within
thirty (30) days of this order, or within
such other period as the parties may agree. Such apology must at
least receive the same
publicity as the offending statement.”
9.
No order is made as to costs in this Court.
JUDGMENT
KHAMPEPE
J (Mogoeng CJ, Froneman J, Jafta J, Mathopo AJ, Mhlantla J, Theron J
and Victor AJ concurring):
Introduction
[1]
At the heart of this matter are three fundamental rights, all
indispensable to any healthy constitutional order. These rights –
the rights to equality, human dignity, and the right to freedom of
speech and expression – are rights that carry unique and
troubled pasts interwoven into the fabric of apartheid history. In
this constitutional dispensation, they are inextricably
interconnected
with what it means to be a citizen of a democracy,
free to live a life in a condition of dignity and humanity. In this
matter,
these rights meet each other.
[2]
The background to this matter is disturbing, and the genesis
of the legal question with which this Court now finds itself seized,
lies in four statements made orally and in writing by Mr Bongani
Masuku in respect of the protracted feud between Israel and Palestine
in the Middle East. It should be said at this earliest opportunity
that what this Court is not called upon to do is to make any
pronouncement on that situation, which is a concern of international
relations and not a justiciable issue. To pronounce on this
situation
would be both wholly inappropriate and totally irrelevant to the
legal questions that are the objects of our attention.
Now that any
ambiguity as to what we are doing here has been eradicated, let us
turn to the background of this matter – the
reason we are here.
[3]
On 6 February 2009, Mr Masuku, while representing the Congress
of South African Trade Unions (COSATU), made a series of remarks on
the website supernatural.blogs.com, where he stated, verbatim:
“
[A]s we struggle
to liberate Palestine from the racists, fascists and Zionists who
belong to the era of their Friend Hitler! We
must not apologise,
every Zionist must be made to drink the bitter medicine they are
feeding our brothers and sisters in Palestine.
We must target them,
expose them and do all that is needed to subject them to perpetual
suffering until they withdraw from the
land of others and stop their
savage attacks on human dignity.” (First Statement.)
[4]
On 5 March 2009, at a rally convened by the Palestinian
Solidarity Committee at the University of the Witwatersrand (Wits),
Mr Masuku
made three further statements, also while representing
COSATU. When referring to what COSATU’s intentions were
regarding
those who supported Israel, he stated that “COSATU
has got members here even on this campus; we can make sure that for
that
side it will be hell.” (Second Statement.)
[5]
He further remarked:
“
[T]he following
things are going to apply: any South African family, I want to repeat
it so that it is clear for anyone, any South
African family who sends
its son or daughter to be part of the Israel Defence Force must not
blame us when something happens to
them with immediate effect.”
(Third Statement.)
[6]
Finally, he stated:
“
COSATU is with
you, we will do everything to make sure that whether it’s at
Wits, whether it’s at Orange Grove, anyone
who does not support
equality and dignity, who does not support rights of other people
must face the consequences even if it means
that we will do something
that may necessarily cause what is regarded as harm.” (Fourth
Statement.)
[7]
On 26 March 2009, the South African Jewish Board of Deputies
(SAJBD) lodged a complaint with the South African Human Rights
Commission
(HRC), alleging that the above statements (impugned
statements) amounted to hate speech. The HRC formed the view that the
statements
amounted to hate speech and subsequently launched
proceedings in the High Court of South Africa, Gauteng Local
Division, Johannesburg,
sitting as the Equality Court, on behalf of
the SAJBD.
[8]
The
Equality Court determined that the statements constituted hate speech
as defined in section 10(1) of the Promotion of Equality
and
Prevention of Unfair Discrimination Act
[1]
(Equality Act). The Supreme Court of Appeal, however, altogether
avoided the question whether the statements constituted hate speech
in terms of the Equality Act, and instead relied directly on the
Constitution. Measuring the impugned statements against section
16(2)
of the Constitution, it found that the statements did not amount to
hate speech.
[9]
It is against this disjuncture, as between the Equality Court
and the Supreme Court of Appeal, that this matter comes before this
Court. The approaches from the respective courts show stark
disagreement not only as to the correct conclusions to be drawn from
the facts of the matter but, more crucially, what the applicable law
is. And so, it is to these questions that this Court applies
itself.
Parties
[10]
The
applicant is the HRC, a Chapter 9 institution governed by the
Constitution and the Human Rights Commission Act.
[2]
The HRC brings the matter on behalf of the SAJBD, an organisation
that represents members of the South African Jewish community.
Its
mission is to promote the safety and welfare of South African Jewish
people, this includes combatting anti Semitism in
all its forms,
and building bridges of friendship and understanding between Jews and
the broader South African population.
[11]
The first respondent is Mr Masuku who, at the time of the
statements, was the Head of International Relations for COSATU. The
second
respondent is COSATU, a federation of trade unions
representing various workers’ interests in the Republic of
South Africa,
and, which, it is widely known, aligns itself with the
Palestinian position in the intractable Israeli/Palestinian conflict.
[12]
The first amicus curiae is the South African Holocaust and
Genocide Foundation (SAHGF), an organisation that researches and
promotes
awareness of, among other things, the genesis of genocide.
[13]
The second amicus curiae is the Psychological Society of South
Africa (PsySSA), an organisation committed to promoting rigorous
research and encouraging the application of research findings in the
advancement of public well-being.
[14]
The third amicus curiae is the Freedom of Expression Institute
(FXI), an organisation that seeks to promote and protect the right
to
freedom of expression.
[15]
The fourth amicus curiae is Media Monitoring Africa (MMA), an
organisation that advocates for freedom of expression and supports
the responsible free flow of information to the public on matters of
public interest.
[16]
The fifth amicus curiae is the Rule of Law project (RoLP),
which is a division of the Free Market Foundation. The objective of
the
RoLP is to provide intellectual substance to section 1(c) of the
Constitution.
[17]
The sixth amicus curiae is the Nelson Mandela Foundation
(NMF), an organisation with a mission to create a society that
remembers
its past and pursues social justice.
Legal
framework
[18]
Before launching into the litigation history of the matter, it
is appropriate to traverse at this juncture the pertinent legal
framework.
The HRC submits that the impugned statements must be
measured against section 10 of the Equality Act, which is the primary
legislation
prohibiting hate speech, and which reads as follows:
“
Prohibition of
hate speech:
(1)
Subject to the proviso in section 12, no person may publish,
propagate, advocate or communicate words
based on one or more of the
prohibited grounds, against any person, that could reasonably be
construed to demonstrate a clear intention
to—
(a)
be hurtful;
(b)
be harmful or to incite harm;
(c)
promote or propagate hatred.
(2)
Without prejudice to any remedies of a civil nature under this Act,
the court may, in accordance with
section 21(2)(n) and where
appropriate, refer any case dealing with the publication, advocacy,
propagation or communication of
hate speech as contemplated in
subsection (1), to the Director of Public Prosecutions having
jurisdiction for the institution of
criminal proceedings in terms of
the common law or relevant legislation.”
[19]
The “prohibited grounds” are set out in section 1
of the Equality Act, and are as follows––
“
(a)
race, gender, sex, pregnancy, marital status, ethnic or social
origin, colour, sexual orientation, age, disability,
religion,
conscience, belief, culture, language, birth and HIV/AIDS status; or
(b)
any other ground where discrimination based on that other ground—
(i)
causes or perpetuates systemic disadvantage;
(ii)
undermines human dignity; or
(iii)
adversely affects the equal enjoyment of a person’s rights and
freedoms in a serious manner
that is comparable to discrimination on
a ground in paragraph (a).”
[20]
Since Mr Masuku and the Supreme Court of Appeal relied heavily
on the right to freedom of expression, as enshrined in section 16
of
the Constitution, it is also prudent to set out this provision in
full. Section 16 provides that:
“
(1)
Everyone has the right to freedom of expression, which includes—
(a)
freedom of the press and other media;
(b)
freedom to receive or impart information or ideas;
(c)
freedom of artistic creativity; and
(d)
academic freedom and freedom of scientific research.
(2)
The right in subsection (1) does not extend to—
(a)
propaganda for war;
(b)
incitement of imminent violence; or
(c)
advocacy of hatred that is based on race, ethnicity, gender or
religion, and that constitutes
incitement to cause harm.”
Litigation
history
Equality Court
[21]
The
question before the Equality Court was whether the impugned
statements amounted to hate speech as contemplated in section 10(1)
of the Equality Act.
[3]
In the
proceedings before the Equality Court, the HRC relied on expert
testimony led by Dr Hirsch
[4]
and Dr Stanton
[5]
to contend
that, despite Mr Masuku’s assertion that his comments were
directed at Zionists and not Jewish people, the relationship
between
Judaism and Zionism was too closely linked to be distinguished in the
way Mr Masuku alleged.
[6]
According to the HRC, Mr Masuku’s statements amounted to hate
speech prohibited by section 16(2) of the Constitution and
violated
the complainant’s right to equality, as guaranteed by section 9
of the Constitution.
[7]
[22]
In
response, Mr Masuku relied on the expert evidence of Prof Friedman
[8]
to show that there was a distinction between anti-Semitism and
legitimate criticism of the State of Israel (anti-Zionism).
[9]
The latter, Mr Masuku contended, more accurately reflects the
character of his statements. According to Mr Masuku, his statements
fell to be protected: they did not constitute hate speech, and they
were based on fact, were true, and constituted fair comment
on
matters of public interest. Ultimately, he averred, the position held
by the HRC would result in the legitimate expression of
his right to
free speech being unduly compromised.
[10]
[23]
According
to the Equality Court, per Moshidi J, the matter involved a delicate
balancing exercise of the right to freedom of expression
as enshrined
in the Constitution on the one hand, and the regulation of that right
in order to give content to the rights to dignity,
equality and
non discrimination, specifically the rights of the Jewish
community not to suffer offence, on the other.
[11]
Against the backdrop of section 9 of the Constitution,
[12]
Moshidi J analysed the Equality Act’s objects, and noted that
one of its express objects
[13]
is:
“
The prohibition of
advocacy of hatred, based on race, ethnicity, gender or religion,
that constitutes incitement to cause harm as
contemplated in section
16(2)(c) of the Constitution and section 12 of this Act.”
[14]
[24]
The
Equality Court concluded that this indicates that the purpose of the
hate speech provisions in the Equality Act is the regulation
of
speech that is not subject to constitutional protection under section
16(2) of the Constitution.
[15]
[25]
Because
there was no frontal challenge to the constitutionality of section
10(1) of the Equality Act, ergo, no question as to whether
it passed
constitutional muster, the crux of the matter to be determined by the
Equality Court was whether the impugned statements
fell within the
purview of section 10(1) of the Equality Act, and, thus, fell beyond
protection.
[16]
The Equality
Court noted that, whilst the Constitution puts certain forms of
expression outside constitutional protection, the
Equality Act goes
further in regulating and prohibiting hate speech. It employs
distinct categories of expression which it explicitly
forbids, and
which extend beyond the forms of hate speech that section 16 of the
Constitution places outside the confines of constitutional
protection.
[17]
Since the
Equality Act constitutes the national legislation intended to
prohibit hate speech, and in the light of the principle
of
subsidiarity, the Equality Court analysed the impugned statements
under section 10(1).
[18]
[26]
The
Equality Court, relying on a spate of judgments of this Court,
observed that the right to freedom of expression is inseparable
from
a functioning democracy, and is an important right to be protected
for it fosters the facilitation of truth, pluralism and
tolerance.
[19]
However, the
Court emphasised that, although important, it is not an absolute
right and can be limited in accordance with section
36 of the
Constitution.
[20]
[27]
The
Equality Court dismissed as “untenable” Mr Masuku’s
defences that the statements were either true, fair comment
or in the
public interest, and thus, ought to be protected.
[21]
It concluded that, understood in their proper context, the impugned
statements targeted Jewish people, were hurtful, harmful and
propagated hatred against Jewish people, and constituted precisely
the mischief that section 10(1) of the Equality Act exists to
combat.
[22]
It was held that
the Constitutional Court has repeatedly highlighted the interests of
the State in regulating hate speech because
there is a recognition
that, where it prevails, it threatens the constitutionally mandated
objective of constructing a non-racial
and non-sexist society based
on common human dignity and the attainment of equality.
[23]
The Equality Court, thus, held that the statements unequivocally
amounted to hate speech under section 10(1) as they: were based
on
prohibited grounds; reasonably indicated a discernible intention to
be hurtful, harmful or incite harm, or propagate hatred;
and did not
add any value to public discourse nor could they possibly be said to
contribute meaningfully to democratic dialogue.
[24]
[28]
The
Equality Court also noted that the impugned statements did not even
traverse the internal limitations imposed by section 16(2)(c)
of the
Constitution: they constituted material that would have been
prohibited by the Constitution itself, even if the Equality
Act did
not render them prohibited.
[25]
Accordingly, there was simply no need to invoke section 36 to
ascertain whether the limitation of Mr Masuku’s freedom of
expression was justifiable.
[26]
Ultimately, although the statements needed to be measured against
section 10(1) of the Equality Act, the Equality Court held that
they
were neither protected by the Constitution nor the Equality Act, both
of which they fell foul.
[27]
[29]
Having
considered what would constitute an appropriate and effective remedy
for the harm done, the Equality Court directed the respondents
to
tender an unconditional apology to the Jewish community within 30
days of the order. The details of the apology would be agreed
to by
the parties, provided that the apology must at least receive the same
publicity as the impugned statements. The respondents
were ordered to
pay the costs of the HRC.
[28]
Supreme Court of Appeal
[30]
Aggrieved
by the findings of the Equality Court, the respondents sought leave
to appeal to the Supreme Court of Appeal. The Supreme
Court of Appeal
concluded that counsel for the HRC had disavowed the HRC’s
reliance on the Equality Act, conceding instead
that the impugned
statements were protected unless they fell within the exclusion of
section 16(2) of the Constitution.
[29]
The Supreme Court of Appeal was of the view that this concession was
properly made as there was a legitimate view in academic circles
that
section 10 of the Equality Act “may well constitute an
unjustified limitation of the freedom of expression”
[30]
under the Constitution as section 10(1) has the effect of condemning
speech that is protected under section 16(1) of the Constitution.
[31]
Thus, the matter, as seen by the Supreme Court of Appeal, would not
turn on the wider formulation of hate speech under the Equality
Act;
rather, it was to turn on whether the impugned speech constituted
hate speech in terms of section 16(2), and, if not, then
it would be
protected speech in terms of section 16(1).
[32]
[31]
As
the Supreme Court of Appeal was of the view that the parties’
expert evidence “was of minimal, if any, assistance
to the
resolution of the dispute as to whether Mr Masuku’s statements
amounted to hate speech”,
[33]
it rejected it. The Supreme Court of Appeal analysed the impugned
statements in the light of the dictionary definition of Zionism
and
found that Judaism and Zionism are not synonymous.
[34]
As a result, it came to the conclusion that the impugned statements
did not connote religion or ethnicity, but represented political
speech made in the context of the Israeli-Palestinian conflict and
amounted to speech protected under section 16(1).
[35]
The Court noted that no matter how hurtful or distasteful the
impugned statements may have been to members of the Jewish community,
they did not transgress the boundaries set out in section 16(2).
[36]
And, it went to great lengths to emphasise the importance of
protecting freedom of speech and expression in a constitutional
democracy.
[32]
The
Supreme Court of Appeal upheld the appeal, finding that the impugned
statements did not amount to hate speech because none of
the
statements transgressed the boundaries of section 16(2) of the
Constitution.
[37]
It set aside
the order of the Equality Court and replaced it with an order that
the HRC’s complaint to the Equality Court
be dismissed, with
each party paying its own costs.
[38]
Submissions
before this Court
HRC’s submissions
[33]
The
HRC approaches this Court, maintaining that the matter plainly
engages its constitutional and extended jurisdiction,
[39]
submitting that it is in the interests of justice to grant leave to
appeal, and advancing several main grounds of appeal.
[34]
First, the HRC submits that the Supreme Court of Appeal
reached its order by following an approach that was fundamentally at
odds
with the well established principle of constitutional
subsidiarity, in terms of which neither litigants nor courts can
sidestep
an Act of Parliament that has been enacted to give
expression to a constitutional right, if that Act exists, and instead
rely directly
on the Constitution itself. This is so, regardless of
any perceived misgivings about the Act or its provisions – any
misgivings
must be addressed by way of a frontal challenge to the
constitutionality of the Act or its provisions.
[35]
According to the HRC, based on this principle, when the
Legislature enacted the Equality Act, it intended to regulate
expression
which is not constitutionally protected, and to prohibit a
wider range of speech and expression than that which is prohibited by
the Constitution – in other words, section 10(1) of the
Equality Act is broader in scope by design and not mistake. And,
if
the respondents were of the view that section 10(1) was too broad,
and unduly restrained Mr Masuku’s right to freedom
of
expression, they ought to have impugned the constitutionality of the
Act, which they failed to do. Thus, the impugned statements
had to be
measured against section 10(1) of the Equality Act. It was,
therefore, in error that the Supreme Court of Appeal relied
directly
on the Constitution, measuring the impugned statements against
section 16(2) of the Constitution as opposed to measuring
them
against section 10(1), as the Equality Court had done, and as it was
required to do.
[36]
In sum: the HRC submits that the Supreme Court of Appeal
conducted an entirely incorrect enquiry, which resulted in a judgment
that,
if left to stand, would create confusion for litigants and
courts as to the proper place of the Equality Act and the interplay
between the Constitution, its rights and legislative provisions
enacted to give content to those rights.
[37]
The HRC avers that, having misapprehended the standard against
which the impugned statements should be judged, the Supreme Court
of
Appeal then erred in its analysis of the statements when it found
that they did not relate to the Jewish community, and therefore,
did
not amount to advocacy of hatred based on ethnicity or race, but
rather were a politically acceptable anti-Zionist commentary.
According to the HRC, the fine distinction was not one that concerned
Mr Masuku when he made the statements, which, understood
within their
context, target Jewish people.
[38]
According to the HRC, the Supreme Court of Appeal failed to
consider the statements in their proper context and therefore made
its
determination oblivious to the fact that a number of contextual
indicators pointed to the fact that Jews were the target of Mr
Masuku’s speech. On this note, the HRC submits that the Supreme
Court of Appeal also erred in dismissing the relevance of
the expert
evidence, ignoring the pertinent role that expert testimony can play
in demonstrating why speech that may appear neutral,
in fact
constitutes hate speech. Had it not dismissed the expert evidence, it
would have been patent that the statements amounted
to hate speech.
[39]
Although the HRC recognises that the importance of the right
to free speech in a constitutional democracy is indisputable, and
that
this extends even to ideas that offend, shock or disturb, what
is permitted is public debate that does not amount to hate speech.
The appropriate relief, so it contends, is an apology, to be tendered
by the respondents, along the lines of that ordered by the
Equality
Court.
Respondents’
submissions
[40]
The respondents, Mr Masuku and COSATU, oppose the appeal and
raise their own cross-appeal against the adverse costs order granted
by the Equality Court.
[41]
They are of the view that the matter does not raise
constitutional issues in relation to the interpretation of sections
10(1) of
the Equality Act and 16 of the Constitution such that this
Court’s jurisdiction is engaged. What the Equality Court and
Supreme
Court of Appeal were called upon to do was to interpret the
speech, and, on this score, the conclusion reached by the latter is
unassailable. Therefore, according to the respondents, the matter
bears no prospects of success.
[42]
The respondents maintain that the prohibition of expression
does not extend to speech that does not fall within the ambit of
section
16(2) of the Constitution. Thus, to the extent that section
10(1) prohibited a wider range of expression than that delineated in
section 16(2), that section would be unconstitutional, and that
extended prohibition would constitute an unreasonable and
unjustifiable
limitation of the rights guaranteed by section 16(1) of
the Constitution.
[43]
In any event, argue the respondents, before the Equality Court
the HRC had pleaded that the impugned statements fell within the
definition of hate speech as contemplated in section 16(2), and
before the Supreme Court of Appeal, had abandoned any reliance on
the
Equality Act. Therefore, there was no need for the statements to be
measured against section 10(1) of the Equality Act, and
no need for
the respondents to have challenged the constitutionality of the
Equality Act.
[44]
The respondents concede that the cause of action remained in
terms of the prohibition of hate speech in section 10(1) of the
Equality
Act; however, this was limited to those parts of the
prohibition that do not go beyond the definition in section 16(2) of
the Constitution.
In other words, the case did not stray beyond the
parts of section 10(1) that mirror section 16(2). Because of this
overlap, the
issue of subsidiarity never arose, and the Supreme Court
of Appeal, essentially, albeit indirectly, measured the statements
against
the correct yardstick. And, because of this, it would have
made no practical difference to the conclusion reached by the Supreme
Court of Appeal had it conducted that exercise in respect of section
10(1) of the Equality Act, or in terms of section 16(2) of
the
Constitution.
[45]
Ultimately, the respondents submit that a restrictive
interpretation should be given to the prohibitions on freedom of
expression,
captured in both section 10(1) and section 16, in order
to give meaning to the important right to freedom of speech. In this
regard,
they submit, the Supreme Court of Appeal struck the correct
chord, whilst the Equality Court’s judgment, if upheld, would
have a chilling effect on political speech.
[46]
They submit that the Supreme Court of Appeal came to the
correct conclusions on assessing the impugned statements, finding
that
they were not based on the Jewish faith or ethnicity and did not
constitute the propagation of hatred and incitement of violence
against Jewish people. According to them, when understood in context,
it is clear that Mr Masuku made a marked distinction between
the
Jewish faith and ethnicity and support for the Israeli State and the
ideology of Zionism – his statements were anti Zionist
not
anti-Semitic. His statements, they aver, had nothing to do with
religion or ethnicity and everything to do with the conduct
of the
State of Israel towards the Palestinians. And, the Supreme Court of
Appeal had the right idea about how to treat the expert
testimony in
respect of unpacking these terms of art, finding that they were
neither admissible nor useful to the Court.
Respondents’ cross
appeal
[47]
The respondents also raise a cross-appeal relating to costs,
submitting that, because the HRC had not sought costs against the
respondents,
the Equality Court erred in granting them. Furthermore,
the Supreme Court of Appeal did not provide reasons as to why it
departed
from the ordinary rule that costs follow the result, when it
ordered each party to pay their own costs even after it had found in
favour of the respondents. The respondents submit that this issue of
costs raises a constitutional issue, because if litigants
are to be
mulcted in costs when pursuing constitutional litigating against the
State, they will be discouraged from seeking to
vindicate their
rights. The chilling effect on rights like the right to freedom of
expression and to access to courts would be
self evident.
[48]
The HRC opposes the cross-appeal, submitting that the Equality
Court acted within the bounds of its discretion when it ordered the
respondents to pay costs, and the Supreme Court of Appeal similarly
acted within its discretion when it ordered that each party
pay its
own way. According to the HRC, this Court should not interfere, and
the cross-appeal ought to be dismissed with each party
paying its own
costs.
Amici’s submissions
[49]
Six amici are admitted and advance a range of submissions that
are of assistance to this Court in determining the matter. These
submissions will not be outlined in full; however, the thrust of
their submissions will be briefly canvassed.
[50]
The SAHGF provides insight into the difference between
anti-Semitism and anti Zionism and suggests that this Court must
look
beyond the surface of the words to consider their sub-textual
meaning within the context they were used. It provides a helpful
analysis on the question whether the impugned statements propagated
hatred and incited violence against Jews. Ultimately, it submits
that
the impugned statements must be measured against section 10(1) of the
Equality Act, and when this exercise is carried out,
it is clear that
the statements had the effect of inciting violence against South
Africa’s vulnerable Jewish minority. It
aligns itself with the
relief sought by the HRC.
[51]
The PsySSA interrogates whether the Supreme Court of Appeal
correctly framed its enquiry within the ambit of section 16(2) of the
Constitution rather than section 10(1) of the Equality Act. It
maintains that Parliament, when it promulgated section 10(1),
intentionally
crafted a further limitation on section 16(1) of the
Constitution than that captured in section 16(2). Therefore, the
Supreme Court
of Appeal erred in reducing the case to a determination
of whether the impugned statements contravened section 16(2),
ignoring
section 10(1). It also maintains that that Court erred in
dismissing the expert evidence led at trial as being “of
minimal
value”, as such evidence plays an important role in
hate speech cases.
[52]
The FXI, MMA, RoLP, and NMF all made submissions regarding the
interpretation and constitutionality of section 10 of the Equality
Act. Since this Court has subsequently pronounced on these issues, as
will be explained in due course, these submissions are no
longer
relevant and need not be discussed here. It is thus fitting to move
on to the adjudication of this matter, beginning with
an
interlocutory application that was filed by the respondents.
Application
for recusal
[53]
As
set out above, the question this Court is asked to determine is
whether the series of remarks made by Mr Masuku constitute hate
speech. We turn presently to this question in what will be referred
to as the “main application”, but first, we must
divert
our attention to an interlocutory application filed by the
respondents
[40]
on 16 November
2021, for the recusal of Chief Justice Mogoeng (Mogoeng CJ) from the
main application.
[41]
We shall
refer to this henceforth as the recusal application. We must dispose
of the recusal application first, because we cannot
dispose of the
main application without determining whether Mogoeng CJ can remain
part of coram.
[54]
Recusal from judicial proceedings takes place where a Judge
excuses himself or herself from participating in a case. A Judge may
recuse himself or herself
mero motu
(on his or her own
volition), or alternatively, upon application by a party to the
proceedings. This recusal application, which
was launched at the
instance of the respondents, has its genesis in certain comments made
by Mogoeng CJ when he participated in
a webinar, during which,
inter
alia
, he conveyed a message of love for Israel and Palestine as
well as for the Jews and Palestinians, which some, like the
respondents,
understood to be an expression of love for Israel and
the Jews to the exclusion of Palestine and the Palestinians.
According to
the respondents, Mogoeng CJ’s comments created a
reasonable apprehension of bias against them, which militates in
favour
of his recusal.
[55]
The HRC, which launched the main
application on behalf of the SAJBD, filed a notice of intention to
abide by this Court’s
decision in this recusal application.
And, although six parties applied to be admitted as amici curiae to
assist this Court in
the determination of the main application, only
the RoLP filed a response opposing this recusal application.
The presumption of
judicial impartiality
[56]
In
the matter of
Basson
,
this Court remarked that “[a]ccess to courts that function
fairly and in public is a basic right”.
[42]
Section 34 of the Constitution entitles everyone to the right to have
any dispute that can be resolved by the application of law
decided in
a fair public hearing before a court or, where appropriate, another
independent and impartial tribunal or forum. The
impartiality and
independence of Judicial Officers are essential requirements of a
constitutional democracy and are core components
of the
constitutional right of access to courts.
[43]
It is these requirements that constitute the source of public trust
in the Judiciary and in the administration of justice in general.
[44]
And, because impartiality of Judicial Officers and the impartial
adjudication of disputes of law constitute the bedrock upon which
the
rule of law exists, there must, in any sound legal system, exist a
general presumption of impartiality on the part of Judicial
Officers.
In
SARFU
,
this Court stated—
“
A cornerstone of
any fair and just legal system is the impartial adjudication of
disputes which come before the courts and other
tribunals. This
applies, of course, to both criminal and civil cases as well as to
quasi-judicial and administrative proceedings.
Nothing is more likely
to impair confidence in such proceedings, whether on the part of
litigants or the general public, than actual
bias or the appearance
of bias in the official or officials who have the power to adjudicate
on disputes.”
[45]
[57]
Judicial
Officers in this Republic are also constitutionally bound to
discharge their duties impartially and without bias.
[46]
Furthermore, in terms of section 174(8) of the Constitution, which
relates to the appointment of Judicial Officers, “before
Judicial Officers begin to perform their functions, they must take an
oath or affirm, in accordance with Schedule 2, that they
will uphold
and protect the Constitution”. Courts have repeatedly
recognised the presumption that officers of the Judiciary
will
discharge their oath of office through the impartial adjudication of
all disputes.
[47]
In
SARFU
,
this Court recognised this, stating that—
“
[i]n applying the
test for recusal, Courts have recognised a presumption that Judicial
Officers are impartial in adjudicating disputes.
This is based on the
recognition that legal training and experience prepare Judges for the
often-difficult task of fairly determining
where the truth may lie in
a welter of contradictory evidence.”
[48]
[58]
All this to say that the law does not suppose the possibility
of bias. If it did, imagine the bedlam that would ensue. There is an
assumption that Judges are individuals of careful conscience and
intellectual discipline, capable of applying their minds to the
multiplicity of cases which will seize them during their term of
office, without importing their own views or attempting to achieve
ends justified in feebleness by their own personal opinions.
[59]
The
presumption of impartiality has the effect “that a Judicial
Officer will not lightly be presumed to be biased”.
[49]
This was confirmed in
SACCAWU
,
where this Court emphasised that, not only is there a presumption in
favour of the impartiality of the Court, but that this is
a
presumption that is not easily dislodged.
[50]
This point is worthy of emphasis.
[60]
That
being said, there are of course instances where a Judicial Officer
may not be able to demonstrate impartiality or there may
exist some
apprehension of bias. Therefore, although the correct point of
departure must always be a presumption of impartiality,
“the
presumption can be displaced with ‘cogent evidence’ that
demonstrates that something the Judge or Magistrate
has done gives
rise to a reasonable apprehension of bias”.
[51]
[61]
However, as cautioned in
SARFU
:
“
The reasonableness
of the apprehension must be assessed in the light of the oath of
office taken by the Judges to administer justice
without fear or
favour; and their ability to carry out that oath by reason of their
training and experience. It must be assumed
that they can disabuse
their minds of any irrelevant personal beliefs or predispositions.
They must take into account the fact
that they have a duty to sit in
any case in which they are not obliged to recuse themselves.”
[52]
[62]
Accordingly,
the presumption in favour of impartiality must always be taken into
account when conducting the enquiry into whether
a reasonable
apprehension of bias exists.
[53]
With that in mind, then, we turn to the test for establishing grounds
for recusal.
The test for recusal:
reasonable apprehension of bias
[63]
As
alluded to above, it has become trite law that the test for recusal
is the “reasonable apprehension of bias” test.
[54]
And, as it says on the tin, the “existence of a reasonable
suspicion of bias satisfies the test”.
[55]
The Code of Judicial Conduct for Judges addresses recusal thus:
“
A judge must
recuse him or herself from a case if there is a—
(a)
real or reasonably perceived conflict of interest; or
(b)
reasonable
suspicion of bias based upon objective facts, and shall not recuse
him or herself on insubstantial grounds.”
[56]
And
the test for recusal was later expanded upon by this Court, for
example, in
SARFU
.
We can do no better than cite the pertinent finding of that case in
full:
“
It follows . . .
that the correct approach to this application for the recusal of
members of this Court is objective and the
onus
of establishing it rests upon the applicant
.
The
question is whether a reasonable, objective and informed person would
on
the correct facts
reasonably apprehend that the judge has not or will not bring an
impartial mind to bear on the adjudication of the case, that is
a
mind open to persuasion by the evidence and the submissions of
counsel. The reasonableness of the apprehension must be assessed
in
the light of the oath of office taken by the judges to administer
justice without fear or favour; and their ability to carry
out that
oath by reason of their training and experience.
It
must be assumed that they can disabuse their minds of any irrelevant
personal beliefs or predispositions
.
They
must take into account the fact that they have a duty to sit in any
case in which they are not obliged to recuse themselves.
At the same
time, it must never be forgotten that an impartial judge is a
fundamental prerequisite for a fair trial and a judicial
officer
should not hesitate to recuse herself or himself if there are
reasonable grounds on the part of a litigant for apprehending
that
the judicial officer, for whatever reasons, was not or will not be
impartial.”
[57]
[64]
The
test for recusal is objective and constitutes an assessment of
whether a reasonable litigant in possession of all the relevant
facts
would have a reasonable apprehension that the Judge is biased and
unable to bring an impartial mind to bear on the issues
in dispute.
The application of the test requires both that the apprehension of
bias be that of a reasonable person in the position
of the litigant
and that it be based on reasonable grounds.
[58]
This test must, thus, be applied to the
true
facts
on which the recusal application is based.
[65]
SARFU
made clear that—
“
a Judge who sits
in a case in which she or he is disqualified from sitting because,
seen objectively, there exists a reasonable
apprehension that the
Judge may be biased, acts in a manner inconsistent with section 34 of
the Constitution and in breach of the
requirements of section 165(2)
and the prescribed oath of office”.
[59]
[66]
The
question of what will give rise to a “reasonable apprehension
of bias” requires some interrogation. This test does
not mean
that any Judge who holds certain social, political or religious views
will necessarily be biased in respect of certain
matters, nor does it
naturally follow that, where a Judge is known to hold certain views,
they will not be capable of applying
their minds to a particular
matter. The question is whether they can bring their mind to bear on
a case with impartiality. To do
so plainly does not require a Judge
to absolve himself or herself of his or her human condition and
experience. As Cardozo J put
it: “absolute neutrality on the
part of a Judicial Officer can hardly if ever be achieved”
[60]
for—
“
[t]here is in each
of us a stream of tendency, whether you choose to call it philosophy
or not, which gives coherence and direction
to thought and action.
Judges cannot escape that current any more than other mortals. All
their lives, forces which they do not
recognise and cannot name, have
been tugging at them – inherited instincts, traditional
beliefs, acquired convictions; and
the resultant is an outlook on
life, a conception of social needs . . . . In this mental background
every problem finds it[s] setting.
We may try to see things as
objectively as we please. Nonetheless, we can never see them with any
eyes except our own.
. . .
Deep below consciousness
are other forces, the likes and the dislikes, the predilections and
the prejudices, the complex of instincts
and emotions and habits and
convictions, which make the [person], whether [she or he] be litigant
or Judge.”
[61]
[67]
It
is true that a Judge does not exist in a vacuum. In fulfilling his or
her adjudicative function, he or she brings personal and
professional
experiences and, what is more, “it is appropriate for Judges to
bring their own life experience to the adjudication
process”.
[62]
This Court has said that in “a multicultural, multilingual and
multiracial country such as South Africa, it cannot reasonably
be
expected that Judicial Officers should share all the views and even
the prejudices of those persons who appear before them”.
[63]
[68]
What an applicant raising an apprehension of bias must prove
is that there is some connection between the views, opinions or
experiences
of a Judicial Officer and the subject matter they are to
be seized with. So, proving that a Judicial Officer holds a
particular
view is not, without more, sufficient to establish a
reasonable apprehension of bias.
[69]
In
Goosen
, this Court, dismissing the recusal
application, emphasised that—
“
[i]t is
unnecessary for a Judge to occupy a place of utter isolation from an
issue or from even a party for that matter. Judges
do not recuse
themselves when the banking institution which keeps their money is
sued and comes before them. Similarly, holding
shares in a public
company quoted on the stock exchange does not trigger bias or a
perception of bias unless the value of the shareholding
is
substantial and likely to be affected by a judgment.”
[64]
This
Court went on to emphasise that more is needed before the test for
recusal will be satisfied:
“
There must be an
articulation of a logical connection between the matter and the
feared deviation from the course of deciding the
case on the merits.
The bare assertion that a Judge has an ‘interest’ in
litigation, or an interest in a party to it,
will be of no assistance
until the nature of the interest, and the asserted connection with
the possibility of departure from impartial
decision making is
articulated.”
[65]
Ultimately,
then, the test for reasonable apprehension of bias requires more than
mere association with a matter. The relevant connection
must call
into question the ability of the Judge to apply their mind in an
impartial manner to the case before them.
The irrelevance of
certain issues to the recusal enquiry
[70]
At the outset, it is imperative that one properly understands
what this case is not about. And, at this juncture, two points in
particular must be emphasised.
[71]
First,
what this Court must decide in this recusal application is strictly
whether the respondents have satisfied the test for recusal.
This may
sound as though we are stating the obvious. But this must be
clarified because Mogoeng CJ’s comments, which form
the bedrock
of this recusal application, also constituted the substance of an
enquiry conducted by the Judicial Conduct Committee
(JCC), which was
tasked with ascertaining whether these comments demonstrated that
Mogoeng CJ had involved himself in political
controversy, contrary to
the Code of Judicial Conduct. That was an entirely different enquiry
to the instant matter. The JCC, per
Mojapelo J, in dealing with the
complaints lodged against Mogoeng CJ, specifically and expressly
stated that any issue pertaining
to his possible recusal from
matters, including the main application here, could be determined by
Mogoeng CJ and this Court alone:
the JCC was simply not competent to
make a finding in respect of this enquiry, and so it did not.
[66]
It ought to be borne in mind that the findings of the JCC, on any
issue, are not binding on this Court, nothing turns on the
correctness
of its findings,
[67]
and ultimately, the enquiry conducted by the JCC has absolutely no
relevance to the question whether Mogoeng CJ ought to be recused
from
the present matter. In sum, let he or she who cares to place him- or
herself in a position to properly engage with the following
reasoning, simply forget that that enquiry took place altogether.
[72]
The second issue to be disposed of is one raised by the RoLP,
which requires our attention because it formed a significant
component
of their opposition to the recusal of Mogoeng CJ and, we
fear, if not tackled head-on, might lead a reader astray. The RoLP
pointed
out that—
“
should [Mogoeng
CJ] not form part of the coram . . . it would render the entire
proceedings . . . inquorate as the matter was only
heard by eight
Justices of the Constitutional Court. Were the quoram of the Court to
be broken by recusal, it would necessarily
entail that the matter
would require to be argued afresh”.
[73]
This
is indeed a correct reflection of what would happen should Mogoeng CJ
be recused. The main application was heard by eight Justices.
Were
one to be recused, this Court would be rendered inquorate with the
consequence that this Court would not be able to make an
order.
[68]
Based on this unfortunate situation that would ensue, it then stated
that “the recusal of Mogoeng CJ at this late stage of
the
proceedings would create significant procedural and logistical
hurdles that would needlessly frustrate and further delay already
protracted proceedings”. Accordingly, so the RoLP goes on,
these considerations along with deference to the principles of
equity
and justice are germane to this Court determining the application for
recusal. In sum, this Court is advised to find that
Mogoeng CJ need
not be recused because it would not be in the interests of justice to
allow the consequences of his recusal to
unfurl.
[74]
Although
this Court is grateful for the assistance of amicus curiae in
determining matters generally, in respect of this case, let
me say
this: this is an entirely unhelpful and, in fact, misguided
submission. There is absolutely no merit in any suggestion that
the
determination of whether or not a Judge should be recused ought to be
guided by the consequences of a court being inquorate.
In
Judge
President Hlophe
,
this Court did note that the interests of justice might be taken into
consideration when determining whether to engage in the
merits
notwithstanding that the Court is inquorate as a result of
recusal.
[69]
But this is not
the same as allowing the interests of justice to weigh on the enquiry
of reasonable apprehension of bias itself.
Conspicuously, whether or
not this Court is rendered inquorate is of no relevance to whether
Mogoeng CJ ought to recuse himself.
As set out above, when a court is
seized with a recusal application, the legal test is whether or not a
reasonable apprehension
of bias can be said to exist. That is all.
That test is not informed nor is it guided by any consideration other
than whether there
is reasonable apprehension of bias. If there is,
cadit
quaestio
(the
question falls away/the case is closed), no matter what effect this
might have on the particular proceedings. What to do with
an
inquorate court would be a question for that particular court to
address subsequent to its establishing that recusal is warranted.
And
that might be where what was said as obiter in
Judge
President Hlophe
comes into play. Fortunately, in this case, we need not get to that
for the reasons set out below.
Does a reasonable
apprehension of bias exist?
[75]
In
Goosen
,
the High Court noted that “[i]t is self-evident that the fate
of a recusal application depends on the totality of the relevant
facts in any given case”.
[70]
Thus, before delving into the application of the law, it is useful to
reiterate what the main application is about. At its heart
is the
question of whether Mr Masuku’s statements constitute hate
speech in terms of the Equality Act. What this involves
is an
interpretative exercise to ascertain the meaning, target group, and
impact of the impugned statements. What it does not involve
is any
kind of moral assessment of the spoken words, nor does it require
this Court to comment on the truth or value of the statements,
or
render an opinion on their contents. It simply demands that we apply
our minds to the objective determination of whether the
Equality
Court correctly concluded that the statements constitute hate speech.
We emphasise this, because the matter’s connection
to the
conflict in the Middle East is a red herring. The fact that any or
all members of the Bench may hold opinions, even strong
opinions, on
this conflict is of no moment to our ability to determine whether the
impugned statements constitute hate speech.
For now, this is all that
needs to be said on that, and we turn to assess whether the
respondents have met the test for recusal.
[76]
This
recusal application is grounded in the following facts and events
that transpired after the main application was heard by this
Court.
On 26 June 2020, Mogoeng CJ participated in a webinar hosted by the
Jerusalem Post,
[71]
during
which he and Chief Rabbi Warren Goldstein were interviewed by Mr
Yaakov Katz.
[72]
During the
course of the webinar, Mogoeng CJ made certain comments related to
the State of Israel. These comments catalysed controversy,
much
public discourse, and somewhat of a media-storm. The details of the
aftermath need not be discussed here, but in the briefest
possible
terms, the public responses to the comments were divided along
partisan political views, with proponents of the State
of Israel
expressing their support for the comments while opponents of the
Israeli State objected. As alluded to above, all of
this culminated
in proceedings before the JCC on the basis of allegations that
Mogoeng CJ had breached the Code of Judicial Conduct
by becoming
embroiled in a political controversy.
[73]
The South African Zionist Federation (SAZF) wrote a letter to Mogoeng
CJ expressing its support for him in relation to the JCC
proceedings.
[74]
As already
stated, the particulars of those proceedings are entirely separate
from and distinct to this recusal application.
[77]
At various points throughout these events, Mogoeng CJ has
responded to the public scrutiny and criticisms that his comments
received.
He has done so publicly and in his papers before the JCC.
Without being detained by unnecessary details, the nub of these
responses
was that the comments have been taken completely out of
context and misinterpreted. He averred that the comments were no more
than
a reflection of his earnestly held religious views, which
advocate for universal peace and love, and were in no way indicative
of his political support for, or opposition to, any particular
political stance towards the Israel-Palestine conflict. However,
the
respondents argue that the cumulative effect of Mogoeng CJ’s
attitude reflected in his responses, as well as the overall
factual
matrix, creates a reasonable apprehension of bias warranting his
recusal.
[78]
Since the law on recusal evidently requires an objective
analysis of the facts giving rise to an application for recusal, our
first
step must be to examine the comments themselves. To avoid any
misrepresentation, the relevant portion of the transcript of the
webinar is quoted here in its entirety. Early in the webinar, Mogoeng
CJ made the following remarks, while reflecting generally
on
forgiveness and his personal experiences with forgiveness:
“
Some possibly
expect of me to be very hateful of Israel and the Jews, I do not. I
love the Jews. I love Israel. I love Palestine,
I love Palestinians.
I love everybody. One, because it is a commandment from the God in
whom I believe. But also, because when
you love, when you pursue
peace with all human beings, you allow yourself the opportunity to be
a critical role-player wherever
there is a dispute.”
[79]
He later went on to say:
“
Mr Katz: Right,
this is a . . . the state of Israel is a country, we used to have
very close relations with South Africa, they’ve
gone up and
down over the years. Um, is that something that should be improved,
in your opinion?
Mogoeng CJ: I think so.
Uh, let me begin by saying I acknowledge without any equivocation
that the policy direction taken by my
country, South Africa, is
binding on me, it is binding on me as any other law would bind on me.
So, whatever I have to say should
not be misunderstood as an attempt
to say the policy direction taken by my country in terms of their
constitutional responsibilities
is not binding on me. But just as a
citizen, any citizen is entitled to criticize the laws and the
policies of South Africa or
even suggest that changes are necessary,
and that’s where I come from.
Let me give the base. The
first base I give is in Psalm 122, verse 6, which says ‘Pray
for the peace of Jerusalem. They shall
prosper that love thee’.
And see, also Genesis 12, verse 1 to 3 that says to me as a Christian
that, if I curse Abraham and
Israel, God, the Almighty God, will
curse me too. So, I’m under an obligation as a Christian to
love Israel, to pray for
the peace of Jerusalem which actually means
the peace of Israel. And I cannot as a Christian do anything other
than love and pray
for Israel because I know hatred for Israel by me
and for my nation will, can only attract unprecedented curses upon
our nation.
So, what do you think
should happen? I think, I think as a citizen of this great country,
that we are denying ourselves a wonderful
opportunity of being a game
changer in the Israeli Palestinian situation. We know what it
means to be at loggerheads, to be
a nation at war with itself, and
therefore the forgiveness that was demonstrated, the understanding,
the big heart that was displayed
by President Nelson Mandela and we,
the people of South Africa, following his leadership, is an asset
that we must use around the
world to bring about peace where there is
no peace, to mediate effectively based on our rich experience.
Let me cite another
example, for instance in regards to the Israeli-South African
situation. Remember the overwhelming majority
of South Africans of
African descent are landless, they don’t have land. Why?
Because the colonialists came and took away
the land that belongs to
them. The colonialists came and took the wealth that belongs to them
and that has never stopped. To date,
in South Africa and in Africa,
people are landless and some are wallowing in poverty and yet, South
Africa and the whole of the
continent is rich in fertile soil, rich
with water, rich with mineral resources.
Have we cut diplomatic
ties with our previous colonisers? Have we embarked on a
disinvestment campaign against those that are responsible
for untold
suffering in South Africa and the continent of Africa? Did Israel
take away our land? Did Israel take away the land
of Africa? Did
Israel take the mineral wealth of South Africa and of Africa?
So, we’ve got to
move from a position of principle here, we’ve got to have the
broader perspective and say: we know
what it means to suffer and to
be made to suffer. But we’ve always had this spirit of
generosity, this spirit of forgiveness,
this spirit of building
bridges and together with those that did us harm, coming together and
saying, ‘Well, we can’t
forget what happened but we’re
stuck together. Our history forces us to come together and look for
how best to coexist in
a mutually beneficial way.’
Reflect on all those
colonial powers in South Africa. Now in Africa there is
neo colonialism, it is an open secret, we know
why South
Africans and Africans are suffering. What about diplomatic ties, what
about disinvestment, what about strong campaigns
against those that
have ensured that we are where we are, those that supported
apartheid, vocally.
So, I believe that we
will do well to reflect on these things as a nation, and reflect on
the objectivity involved in adopting a
particular attitude towards a
particular country, that did not, that does not seem to have taken as
much and unjustly from South
Africa and Africa as other nations that
we consider to be an honour to be having sound diplomatic relations
with. People that we
are not even, nations that we are not even
criticising right now and yet, the harm they have caused South Africa
and Africa and
the rest of the developing world is unimaginable. So,
we’ve got to reflect, take a deep breath and adopt a principled
stance
here, that we will go somewhere.”
[80]
The crux of the respondents’ case is that the above
comments and Mogoeng CJ’s subsequent conduct are indicative of
the
fact that he holds strong personal views that are diametrically
opposed to the beliefs of the respondents, which beliefs led to
the
impugned statements that are under scrutiny in the main application.
Based on the above comments, they aver that Mogoeng CJ
has professed
his unconditional support for the State of Israel, and that he has
openly condemned the BDS movement and South Africa’s
political
stance towards the Israel Palestine conflict. On the basis of
these publicised views, the respondents submit that
it is evident
that Mogoeng CJ will not be able to bring an impartial mind to the
adjudication of the main application.
[81]
On a plain reading of the transcript of the webinar, which is
quoted above, the respondents’ submissions are unsustainable.
Interpreted objectively and within the context of the entire webinar,
none of Mogoeng CJ’s statements can be taken to be
anything
more than his religious and personal views. Quite contrary to what
the respondents argue, an objective reader would not
understand the
comments to be advocating for a particular political stance towards
the conflict other than, at most, hopes of forgiveness,
peace and
love. They do not intimate any kind of hostility or negative views
towards any of the parties involved in the conflict.
[82]
It is an untenable stretch to characterise Mogoeng CJ’s
comments as expressing “unconditional support for the State of
Israel” when the context quite evidently shows that Mogoeng CJ
was communicating his biblical love for all, including Israel
and
Palestine, and his opinion on South Africa’s painful past and
unique perspective which enables it to advocate for peace
in the
global context. There is also nothing in the evidence provided by the
respondents which supports the notion that Mogoeng
CJ condemned the
BDS movement and South Africa’s stance towards Israel. On the
contrary, the transcript of the webinar reveals
that Mogoeng CJ
declined to comment on whether the BDS movement is conducive to a
peaceful resolution of the conflict.
[83]
The emphasis placed by the respondents on Mogoeng CJ’s
religious beliefs about the consequences of “hating” or
“cursing” Israel is also plainly taken out of context. It
does not follow from Mogoeng CJ’s belief that he, personally,
bears a religious obligation to love all and pray for peace in the
Middle East, that he holds views that are opposed to those of
the
respondents, and certainly not to the extent that renders him
partial. As has already been explained, the law does not expect
Judges to deactivate their humanity and operate from islands of
indifference, and the test for recusal will not be satisfied on
the
basis that a Judge may have views or beliefs that differ from those
of the parties before them, even if those beliefs are relevant
in
some way to the matter. It is safe and pragmatic to assume that
Judges are able to set aside their personal views and be guided
by
the relevant legal principles when deciding any matter. We must,
after all, be reminded of the weight of the presumption of
impartiality.
[84]
With all of this in mind, it is perspicuous that the
respondents, not only failed to provide an interpretation of the
comments that
adheres to the standard of objectivity required by the
test for bias, but have also failed to prove that Mogoeng CJ’s
religious
views and opinions render him incapable of impartially
applying his mind to whether Mr Masuku’s statements constitute
hate
speech. It may be conceivable that a reasonable apprehension of
bias could exist in respect of a Judge who is known to “equate
criticism of Israel with ‘hatred’ of Israel and of Jewish
people”, as the respondents have alleged is the case
here.
However, the respondents have failed to establish that this
allegation is borne out by Mogoeng CJ’s statements. It
bears
repetition that an objective interpretation of the statements reveals
nothing more than Mogoeng CJ’s support for Israel
and Jewish
people dictated by very broad religious convictions. Nothing in the
statements can be reasonably understood to establish
that Mogoeng CJ
equates criticism of Israel with hatred of Jewish people.
[85]
In these circumstances, it cannot be said that the test for
recusal has been met, or that there is any reason to apprehend bias
on the part of Mogoeng CJ. Whatever disagreement or disapproval the
respondents may harbour in relation to the personal and religious
views that Mogoeng CJ espoused, is simply insufficient to constitute
a valid ground for recusal. Indeed, if it were open to litigants
to
request the recusal of every Judicial Officer whose worldview and
beliefs differ from their own, the work of our courts would
be
entirely suspended: our courts would spend most of their time
processing recusal applications and battling the Sisyphean task
of
finding Judges who would not be disqualified on account of their
opinions or religious affiliations.
[86]
Although we are not persuaded at all by the respondents’
interpretation of and submissions on the webinar comments, we must
also consider the other concerns that they raised in their recusal
application. These include the fact that Mogoeng CJ elected
to
participate in the webinar without disclosing that intention to the
parties, and his subsequent defences of his comments. Having
considered the transcript of the webinar in its totality, as well as
the impugned comments, it is manifestly evident that the interview
canvassed broad topics and general principles. There is nothing in
the transcript that bears any relation or relevance to the main
application, and the respondents have failed to draw this Court’s
attention to any truthful or accurate aspect of the webinar
that
reveals why Mogoeng CJ was obliged to disclose his participation
beforehand. It follows that this argument, too, is a non-starter.
[87]
The same can be said of Mogoeng CJ’s subsequent remarks.
Objectively analysed, these responses are nothing more than attempts
to explain and contextualise the original comments. Nothing in any of
those responses objectively confirms the allegations of bias
made by
the respondents. Rather, it seems that the respondents have taken for
granted that the webinar comments were indefensible
and, thus, that
Mogoeng CJ’s attempts to defend them reflect his strong
opinions that are opposed to their own, which underpin
the main
application. This does not cohere, and since the webinar comments do
not objectively reflect any bias, we do not see how
the act of
defending and contextualising these statements can, without more,
lead to a reasonable apprehension of bias.
[88]
The final item in the so-called “basket” of
factors supporting the recusal application is the correspondence sent
by
the SAZF to Mogoeng CJ expressing the organisation’s support
for him, and the attention that his comments received in the
media.
[89]
Turning first to the correspondence, while the propriety of
the SAZF’s conduct may be questionable, and somewhat
unfortunate,
the facts are that Mogoeng CJ did not act on receipt of
the correspondence, nor did he provide any response. Under these
circumstances,
the mere existence of the correspondence does not
create a reasonable apprehension of bias. It is absurd to suggest
that Judges’
impartiality and ability to adjudicate matters
could be so easily affected by the unilateral act of some party
attempting to contact
them. This would strip Judges of their judicial
powers all the time and render them vulnerable to recusal for conduct
entirely
beyond their control. The correspondence was disclosed in
the interests of full transparency, but does not in and of itself
demonstrate
that there exists a reasonable apprehension of bias.
[90]
The respondents have also failed to explain why the
controversy in the media creates a reasonable apprehension of bias.
That controversy
may have been of some relevance to the JCC
proceedings, but reliance thereon in this recusal application is
misplaced. In determining
this enquiry, we have to assess the facts
relating to Mogoeng CJ’s conduct, not the media’s
interpretation thereof.
On the contrary, courts must cautiously avoid
being influenced by the media, for failure to do so would be the end
of a functional
and independent Judiciary. The issue of recusal must
be determined by taking stock of the objective facts, which can
hardly be
said to be found in the pages of the press. We have already
determined and discussed the objective facts that are relevant to
this
recusal application, and are aware of no reason why anything in
the media should have any bearing on this enquiry. We could very
easily find ourselves going down a treacherous rabbit hole if the
media were to guide our objective assessment of facts in cases
that
seize us.
Conclusion on recusal
application
[91]
After
applying the law to the facts, the only conclusion that we can reach
is that the respondents have not discharged the onus
of establishing
that, on the correct facts, Mogoeng CJ’s conduct created a
reasonable apprehension of bias. Moreover, the
evidence does not
indicate any predisposition on the part of Mogoeng CJ towards any of
the parties before this Court, nor do they
provide any basis for the
conclusion that he would be unable to “disabuse [his] mind of
any irrelevant personal beliefs or
predispositions.”
[75]
[92]
Having made this finding, it naturally follows that the
respondents’ application for recusal is dismissed, and that
Mogoeng
CJ is to remain part of the coram in the main application. On
finding this, to that is where we now direct our attention.
Jurisdiction
and leave to appeal
[93]
Having finally reached the point where we are to address the
main application, we must dispose of two preliminary questions:
whether
this Court’s jurisdiction is engaged and whether it is
in the interests of justice to grant leave to appeal.
[94]
This
matter concerns the interaction between section 16 of the
Constitution and section 10(1) of the Equality Act, promulgated to
give effect to the right to equality, to prevent unfair
discrimination and, more broadly, to heal the wrongs of the past.
[76]
The Equality Act, at its heart, engages in a balancing exercise with
rights that are guaranteed under sections 9 and 10 of the
Constitution.
[77]
This Court’s
jurisprudence has reiterated that when it comes to legislation that
is enacted to give effect to a constitutional
right, questions
concerning the proper interpretation and application of that
legislation are a constitutional issue.
[78]
Since the Equality Act is legislation enacted to give effect to
constitutional rights, the interconnected tasks of interpreting
and
applying section 10(1) of the Equality Act, self-evidently, give rise
to constitutional issues. Furthermore, at the heart of
this matter
are competing, yet interrelated, constitutional rights. This matter,
then, is one imbued with constitutional significance.
[95]
The
constitutional issues in this matter are further evinced by the fact
that this Court is called upon to comment on the decision
of the
Supreme Court of Appeal to sidestep section 10(1) of the Equality Act
and instead, in resolving the dispute, to place reliance
entirely on
the Constitution itself. All the parties accepted that this
implicates the important constitutional principle of subsidiarity.
This principle will be discussed in great depth later in this
judgment. At this stage, it suffices to say that questions concerning
this principle, which operates to ensure comity between the arms of
government in circumstances where legislation has been designed
to
codify a constitutional right and, thus, in circumstances where the
courts and the Legislature act in partnership to give life
to a
constitutional right, unequivocally constitute questions of
constitutional law.
[79]
In
this matter, the question whether the judgment of the Supreme Court
of Appeal violated this principle goes to the heartland
of the
separation of powers doctrine, and most certainly engages our
jurisdiction. In fact, there can be no doubt that questions
concerning the principle of subsidiarity necessarily constitute
questions of an inherently constitutional character that engages
this
Court’s jurisdiction in terms of section 167(3)(b)(i) of the
Constitution.
[96]
Notwithstanding that the jurisdiction of this Court is
engaged, we must still apply ourselves to the question whether it is
in the
interests of justice for this Court to grant leave to appeal.
Upon transition, our constitutional dispensation made a commitment
to
building a non-racial and non-sexist society which chooses to
celebrate and accommodate our diversity rather than reject it.
However, more than 27 years since that constitutional promise was
first made, as a country we are still grappling with how to reconcile
that promise with our commitment to protecting and promoting freedom
of expression and a culture of openness, transparency and
healthy
democratic dialogue which necessarily means that free expression must
have its limits. This exercise of navigation is far
from complete.
This country is still grappling with identifying where the bounds of
freedom of expression lie, with the meaning
of hate speech, and with
the extent to which speech of an offensive and harmful nature can be
tolerated. These are issues of broad
public interest which remain as
relevant today as they ever did. It is in the interests of justice
for leave to be granted so that
this Court may pronounce on these
issues.
Issues
[97]
We can now turn our attention to the salient issues raised by
this application for leave to appeal, which are as follows:
(a)
Whether the Supreme Court of Appeal erred in its reliance on section
16(2) of the Constitution
rather than the relevant provisions of the
Equality Act, in the light of the principle of subsidiarity.
(b)
If it did err, what the proper and constitutionally compliant
interpretation of section
10(1) of the Equality Act is.
(c)
In the light of that interpretation, whether the HRC has established
that the impugned statements
made by Mr Masuku constitute hate speech
in terms of section 10(1) of the Equality Act.
(d)
And finally, whether the respondents’ cross-appeal against the
costs order granted
against them in the Equality Court succeeds.
We
proceed to deal with these issues in turn.
Subsidiarity and whether
the Supreme Court of Appeal erred in relying on section 16(2) of the
Constitution rather than section 10(1)
of the Equality Act
[98]
As set out above, the Supreme Court of Appeal opted not to
determine the matter on the basis of section 10(1) of the Equality
Act,
instead relying directly on section 16(2) of the Constitution.
It did so because, in its view, the constitutionality of section
10(1) was suspect, and it had understood the HRC to have abandoned
reliance on that provision. The question is whether the Supreme
Court
of Appeal was correct in its conclusion that it was empowered to do
this. The corollary to that question is another question:
did the
Supreme Court of Appeal violate the principle of subsidiarity?
[99]
In
respect of the first question – whether the Supreme Court of
Appeal was empowered to rely on section 16(2) of the Constitution
–
let me say now that there is a straightforward answer to this
question. This is that, whatever the Supreme Court of Appeal’s
apprehension about section 10 of the Equality Act may have been, its
reliance on section 16(2) of the Constitution is simply untenable
because section 16(2) does not create a cause of action by which Mr
Masuku could have been found to have contravened anything.
[80]
Nothing in the language of section 16(2) creates any crime or
prohibition which an individual may be held liable for contravening,
nor does the section prescribe any avenue of recourse or promise of
remedy. All that section 16(2) does is to create a category
of
expression which does not enjoy constitutional protection. The effect
of this is merely to say that this type of expression
can be
prohibited in legislation without raising any constitutional
concerns. As this Court put it in
Islamic
Unity
:
“
Section 16(2) . .
. defines the boundaries beyond which the right to freedom of
expression does not extend. In that sense, the subsection
is
definitional
.
Implicit in its provisions is an acknowledgment that certain
expression does not deserve constitutional protection because, among
other things, it has the potential to impinge adversely on the
dignity of others and cause harm.”
[81]
And
then later noted:
“
There is no doubt
that the State has a particular interest in regulating this type of
expression because of the harm it may pose
to the constitutionally
mandated objective of building the non-racial and non-sexist society
based on human dignity and the achievement
of equality. There is
accordingly no bar to the enactment of legislation that prohibits
such expression. Any regulation of expression
that falls within the
categories enumerated in section 16(2) would not be a limitation of
the right in section 16.”
[82]
[100]
As the Court correctly stated in that case, while section
16(2) may define the forms of expression that fall outside of
constitutionally
protected expression, it is still incumbent on the
Legislature, if it so wishes, to enact legislation to regulate these
forms of
speech. And, while legislation of this sort will always have
to be interpreted in the light of the closed list of constitutionally
unprotected forms of speech defined in section 16(2) together with
the open list of constitutionally protected forms of speech
defined
in section 16(1), this does not without more create a prohibition out
of thin air. In that regard, the Supreme Court of
Appeal’s
attempt to adjudicate Mr Masuku’s speech against section 16(2)
was misguided.
[101]
This finding may be dispositive of the question whether the
Supreme Court of Appeal erred, but there are further issues worth
unpacking
here. This is because the reasons underlying why the
approach of the Supreme Court of Appeal was incorrect are important,
and worth
ingemination, for they go to the heart of a court’s
role when our Constitution has expressly demarcated competency as
between
various branches of the State. The question then also becomes
whether the principle of subsidiarity finds applicability or
relevance
in this matter, and whether that principle was violated by
the Supreme Court of Appeal.
[102]
Broadly, the principle of subsidiarity is the judicial theory
whereby the adjudication of substantive issues is determined with
reference to more particular, rather than more general,
constitutional norms. The principle is based on the understanding
that,
although the Constitution enjoys superiority over other legal
sources, its existence does not threaten or displace ordinary legal
principles and its superiority cannot oust legislative provisions
enacted to give life and content to rights introduced by the
Constitution. In simple terms, the principle can be summarised thus:
“
Once legislation
to fulfil a constitutional right exists, the Constitution’s
embodiment of that right is no longer the prime
mechanism for its
enforcement. The legislation is primary. The right in the
Constitution plays only a subsidiary or supporting
role.”
[83]
Ultimately,
the effect of the principle is that it operates to ensure that
disputes are determined using the specific, often more
comprehensive,
legislation enacted to give effect to a constitutional right,
preventing them from being determined by invoking
the Constitution
and relying on the right directly, to the exclusion of that
legislation.
[84]
[103]
This
principle has been pronounced upon by this Court on numerous
occasions. And, in
My
Vote Counts
,
Cameron J, noting how deeply entrenched in South African
constitutional litigation the principle is, identified three
categories
of cases where the principle has been endorsed.
[85]
Firstly, in a range of socio-economic rights cases where the
government is under a duty to take reasonable legislative and other
measures, within its available resources, to progressively realise
the rights, this Court has affirmed the proposition that claimants
must first impugn the legislation enacted to give effect to those
rights before they may rely on the right itself in the
Constitution.
[86]
[104]
The
second line of cases were those where this Court had determined that
there existed legislation which was “codifying a
right afforded
by the Bill of Rights”.
[87]
Cameron J noted that this principle was first affirmed in
New
Clicks
,
[88]
and then expounded and endorsed in the context of labour rights in
SANDU
.
[89]
In that instance, the litigant had attempted to rely directly on
their section 25(3) right to collective bargaining as enshrined
in
the Constitution, as opposed to what had been codified in the Labour
Relations Act
[90]
(LRA). This
Court held that, where legislation has been enacted to give effect to
a constitutional right, “a litigant may
not bypass that
legislation and rely directly on the Constitution without challenging
that legislation as falling short of the
constitutional
standard”.
[91]
If the legislation is wanting in its protection of the right, then a
frontal attack to the constitutionality of that legislation
must be
brought.
[92]
[105]
Notably, for the purposes of this matter, the principle of
subsidiarity has also been recognised with approval in relation to
the
interaction between the Equality Act and section 9 of the
Constitution. In
Pillay
, for example, Langa J reiterated that:
“
[C]laims brought
under the Equality Act must be considered within the four corners of
that Act. This Court has held in the context
of both administrative
and labour law that a litigant cannot circumvent legislation enacted
to give effect to a constitutional
right by attempting to rely
directly on the constitutional right. To do so would be to ‘fail
to recognise the important task
conferred upon the Legislature by the
Constitution to respect, protect, promote and fulfil the rights in
the Bill of Rights.’
The same principle applies to the Equality
Act. Absent a direct challenge to the Act, courts must assume that
the Equality Act
is consistent with the Constitution and claims must
be decided within its margins.”
[93]
[106]
The
third line of cases were those where “the Court has applied the
principle of subsidiarity to those provisions of the Bill
of Rights
that specifically
oblige
Parliament to enact legislation: sections 9(4), 25(9), 33(3), and
32(2)”.
[94]
In that case, it would be plainly inappropriate for litigants to
ignore legislation that Parliament had been required by the
Constitution
to enact.
[107]
In
My Vote Counts
, the majority noted general reasons
underpinning the principle:
“
First, allowing a
litigant to rely directly on a fundamental right contained in the
Constitution, rather than on legislation enacted
in terms of the
Constitution to give effect to that right, ‘would defeat the
purpose of the Constitution in requiring the
right to be given effect
by means of national legislation’. Second, comity between the
arms of government enjoins courts
to respect the efforts of other
arms of government in fulfilling constitutional rights. Third,
‘allowing reliance directly
on constitutional rights, in
defiance of their statutory embodiment, would encourage the
development of ‘two parallel systems
of law’’.”
[95]
[108]
On a conspectus of the above, it is perspicuous from this
Court’s jurisprudence that subsidiarity as a principle serves
important
practical and normative purposes. It respects the
separation of powers, as designed by the Constitution. Moreover, it
promotes
principled and consistent application of judicial reasoning
to the hierarchical scheme of legal norms laid out in the
Constitution.
[109]
The question, therefore, is whether the Supreme Court of
Appeal violated the principle of subsidiarity in this case when it
measured
the impugned statements against section 16(2) of the
Constitution rather than against section 10(1) of the Equality Act.
[110]
The
first port of call is, of course, to determine whether the Equality
Act constitutes legislation promulgated to give effect to
one or more
of the rights in the Bill of Rights. The Equality Act was enacted
pursuant to Parliament’s obligation under section
9(4) of the
Constitution, where it was prescribed that “[n]ational
legislation must be enacted to prevent or prohibit unfair
discrimination”. This much is evident from the preamble to the
Equality Act.
[96]
Thus, as quoted above, “claims brought under the Equality Act
must be considered within the four corners of that Act”.
[97]
[111]
The
Equality Act goes beyond the mere furtherance of the right to
equality and non-discrimination, however. It also expressly regulates
hate speech.
[98]
As one of its objects set out in section 2, the Equality Act states
that it was enacted—
“
(b)
to give effect to the letter and spirit of the Constitution, in
particular—
. . .
(v)
the prohibition of advocacy of hatred, based on race, ethnicity,
gender or religion, that constitutes
incitement to cause harm as
contemplated in section 16(2)(c) of the Constitution and section 12
of this Act.”
[112]
The denouement of the above is that the hate speech provisions
of the Equality Act are clearly designed to give scope to section
16
of the Constitution, which at section 16(2)(c) carves out hate speech
from constitutional protection. In this regard, this fits
within the
second line of cases identified above, where the legislation attempts
to codify a right in the Bill of Rights. Thus,
the principle of
subsidiarity must apply so that, unless there is a direct frontal
challenge to the hate speech provision of the
Equality Act (section
10(1)), a court must adjudicate the dispute with regard to that
provision, and not with direct reliance on
section 16(2) of the
Constitution.
[113]
The
judgment in the Supreme Court of Appeal noted that academic
commentators had questioned the constitutionality of section 10
of
the Equality Act and that, together with the supposed disavowal of
those provisions by the HRC’s counsel, mandated it
to rely
directly on section 16(2) of the Constitution. The third amicus
curiae raised the argument that the Supreme Court of Appeal
was
empowered to act on this basis, as the principle of subsidiarity was
not rigid and could be departed from in situations where
the
legislation may very well be constitutionally invalid. In support of
this proposition, they cite this Court’s previous
decisions in
Albutt
[99]
and
KZN
JLC
[100]
as authority for the contention that the principle of subsidiarity
may be relaxed. This argument is misplaced. Properly understood,
neither
Albutt
nor
KZN
JLC
provide
support for the Supreme Court of Appeal’s decision to ignore
the legislation that was enacted to codify section 16(2)(c)
of the
Constitution.
[114]
In
Albutt
,
this Court was confronted with the question whether it was unlawful
for the President to establish a special dispensation process
in
accordance with his pardon powers under section 84(2)(j) of the
Constitution without the participation of victims in the
process.
[101]
This Court chose to avoid the question of whether the President’s
pardon powers amounted to administrative action because,
in any
event, his decision was irrational under the principle of legality.
This Court did not attempt to flout the Promotion of
Administrative
Justice Act
[102]
(PAJA), it merely chose to dispose of the matter before deciding
whether it even applied. Considering the fact that the President’s
decision was irrational under “the less exacting constraints
imposed by the principle of legality”,
[103]
this approach was entirely sagacious in that case.
[115]
The
KZN JLC
case provides even less support for the
proposition that the hate speech provisions of the Equality Act could
be ignored. In that
case, this Court was confronted with the question
whether certain promises made by government were necessarily binding.
The applicants
had relied on contractual principles rather than PAJA
as the basis of their claim. The Court ultimately decided the
question on
the basis of the rationality requirement of the principle
of legality. Again, this Court did not ignore PAJA, but rather chose
to dispose of the matter without having to answer the question
whether PAJA applied.
[116]
In the matter before us, where we must decide whether the
impugned statements amounted to hate speech, it is evident that
section
10 of the Equality Act applies. This, because the Equality
Act expressly attempts to regulate hate speech and, moreover, section
16(2)(c) of the Constitution does not prohibit hate speech, but
merely indicates that it will not enjoy constitutional protection.
Ergo, we can only conclude that the Supreme Court of Appeal erred.
This is patent from the concluding paragraph of that Court’s
judgment:
“
In summary, the
starting point for the enquiry in this case was that the Constitution
in section 16(1) protects freedom of expression.
The boundaries of
that protection are delimited in section 16(2). The fact that
particular expression may be hurtful of people’s
feelings, or
wounding, distasteful, politically inflammatory or downright
offensive, does not exclude it from protection. . . .
The bounds of
constitutional protection are only overstepped when the speech
involves propaganda for war; the incitement of imminent
violence; or
the advocacy of hatred that is based on race, ethnicity, gender or
religion, and that constitutes incitement to cause
harm. Nothing that
Mr Masuku wrote or said transgressed those boundaries.”
[104]
[117]
The Supreme Court of Appeal went no further. No mention was
made of the prohibition of hate speech by section 10(1) of the
Equality
Act. And, whilst it is indeed so that the starting point for
the enquiry required of a court in a matter like this is section
16(1)
of the Constitution, the enquiry does not end at section 16(2).
In measuring the impugned statements against that which is expressly
prohibited by section 16(2), and failing to measure the statements
against the relevant provision of the Equality Act, the Supreme
Court
of Appeal erred.
[118]
As has already been stated, the principle of subsidiarity is a
key tenet upholding the separation of powers. Whatever anxiety the
Supreme Court of Appeal may have had over the constitutionality of
section 10(1), absent an explicit frontal challenge, it was
bound to
rely on the Equality Act. It was empowered to attempt to interpret
section 10(1) in the most constitutionally compliant
manner, though
it chose not to. This decision undermined the well-established
principle that requires respect for the Legislature’s
concomitant role in giving effect to the Bill of Rights, and the duty
that each arm of the State bears, to give effect to the Constitution.
This approach was also inconsistent with the binding precedent on
adjudicating claims under the Equality Act set in
Pillay
.
[119]
It would be remarkable indeed, if this Court, having made
known its fidelity to the principle of subsidiarity through
jurisprudence
that spans decades, were to depart from it now or find
anything but that the Supreme Court of Appeal erred when it turned to
the
Constitution at the expense of legislation specifically enacted
by Parliament to address the mischief in question. Need we say more?
We should think not. This part of the appeal is upheld.
The decision in Qwelane
[120]
In precise terms, the following issues, which are relevant for
our purposes, arose for determination in
Qwelane
:
“
(a)
whether [section 10(1)] entails a subjective or objective test;
(b)
whether section 10(1)(a)-(c) must be read disjunctively or
conjunctively;
(c)
whether [section 10(1)] is impermissibly vague;
(d)
whether [section 10(1)] leads to an unjustifiable limitation of
section 16 of the Constitution.”
[105]
These
issues were decided against the backdrop of the Constitution itself
and, indeed, the specific constitutional provisions from
which the
Equality Act derives its life force.
[106]
Notably, this Court held that “section 10 is located at the
confluence of three fundamental rights: equality, dignity and
freedom
of expression, and we ought to navigate an interpretation of that
section within this terrain”.
[107]
Within that context, and prior to determining the issues, this Court
noted that “section 10(1) can be described as a statutory
delict that innovatively offers, unlike any crime or other delict in
our law, specific remedies concerning the right to equality”.
[108]
[121]
This Court’s unanimous findings on each of the above
issues, insofar as they are relevant to the matter with which we are
presently seized, will be addressed in turn.
Is the test subjective or
objective?
[122]
After giving due consideration to the debate as to whether the
phrase “that could reasonably be construed to demonstrate a
clear intention” connotes an objective or subjective test, this
Court held that—
“
it is plainly an
objective standard that requires a reasonable person test. This is
based on the gloss ‘reasonably be construed’
and ‘to
demonstrate a clear intention’, implying an objective test that
considers the facts and circumstances surrounding
the expression, and
not mere inferences or assumptions that are made by the targeted
group.”
[109]
It is pertinent that this
interpretation was held to be consistent with the jurisprudence of
our courts as well as foreign law.
[110]
[123]
Later
in the judgment, when applying this objective test, this Court held
that the following considerations are important to the
determination:
“who the speaker is, the context in which the speech occurred
and its impact, as well as the likelihood of
inflicting harm and
propagating hatred.”
[111]
Must section 10(1)(a)-(c)
be read disjunctively or conjunctively?
[124]
On the next issue, this Court disagreed with the Supreme Court
of Appeal’s finding that section 10(1)(a)-(c) must be read
disjunctively. It held that a disjunctive reading of these paragraphs
creates a bar for hate speech that is significantly too low,
thereby
encroaching on the right to freedom of expression. It held thus:
“
The absence of the
conjunction ‘and’ between the paragraphs, accentuated by
the Supreme Court of Appeal in its reasoning,
is countered by the
absence of the disjunction ‘or’. This is therefore a
neutral factor. On a disjunctive reading,
section 10 would prohibit
mere private communication which could reasonably be construed to
demonstrate a clear intention to be
hurtful – this is an overly
extensive and impermissible infringement of freedom of
expression.”
[112]
[125]
Further,
this Court held that a conjunctive reading is necessary for section
10(1) to withstand constitutional scrutiny, for a disjunctive
reading
would prohibit expressions that are merely hurtful. This Court
emphasised that this would have egregious consequences for
freedom of
expression, and would result in overly extensive censorship of
expressions that might “offend, shock and
disturb.”
[113]
The salient point made in these findings is that, in an open and
democratic society like ours, where diversity is celebrated and
inclusivity and participation are encouraged in politics and all
spheres of life, a conjunctive reading which guards against
oppressive
censorship of opinions must be preferred.
Whether the impugned
provision is impermissibly vague
[126]
This Court engaged in a rigorous exercise of interpretation to
determine whether section 10(1) is impermissibly vague. In doing so,
it specifically considered whether the terms “hurtful”,
“harmful” and “to incite harm” are
vague. It
is instructive, once more, to consider this Court’s eloquent
exposition of the interpretative difficulties that
arose:
“
Various
interpretations for ‘harmful’ and ‘hurtful’
were suggested . . . . However, they all present problems.
In
particular, it is not clear whether there is any difference in their
meaning or whether one is a component of the other. If
one accepts
that ‘hurtful’ only refers to emotional or psychological
harm and ‘harmful’ refers to physical
harm, the immediate
difficulty is that expression cannot in and of itself ‘be
harmful’ in the physical sense. Put differently,
words cannot
intrinsically cause physical harm. The HRC’s proposed
definition of these concepts does not appear to me to
create any
distinction between them. Substantively they appear to mean the same
thing. Intricate semantic contortions are required
to reach separate
meanings in them, and even then, the attainment of separate meanings
seems to be a bridge too far. This tortuous
interpretative odyssey
usurps the Legislature’s legislative functions and offends the
principle of separation of powers.”
[114]
[127]
This
Court accordingly held that the term “hurtful” does
little more than to create confusion as to what is required
by
section 10(1) by espousing an additional requirement yet, in the same
breath, adding nothing.
[115]
However, as the Court held, “[i]n contradistinction to the
insuperable difficulties with ‘hurtful’, the term
‘harmful’ does not suffer the same fate”.
[116]
This is because the meaning of “‘harmful’ can be
understood as deep emotional and psychological harm that severely
undermines the dignity of the targeted group”.
[117]
Thus, unlike “hurtful”, “harmful” imposes a
requirement that can be clearly and plainly understood. The
Court
concluded thus:
“
[T]he use of
‘hurtful’ on a conjunctive reading appears to be
redundant and that contributes to the lack of clarity
of the impugned
section. This is because ‘harmful’ can be understood as
emotional and psychological harm that severely
undermines the dignity
of the targeted group as well as physical harm. ‘Hurtful’
could reasonably mean the same as
‘harmful’, that is
including both emotional and psychological harm. There is no need to
have both. A possible solution
would be for ‘hurtful’ to
mean something other than emotional harm, something less perhaps.
However, due to the conjunctive
reading, a claimant would have to
show that in addition to being emotionally harmed, she was also hurt.
It may be so that harmful
communication is always hurtful. If it is,
the removal of the word ‘hurtful’ due to its vagueness
avoids any redundancy
that can lead to a lack of clarity.”
[118]
[128]
After
reaching this conclusion, this Court held that section 10(1) of the
Equality Act was “irredeemably vague” and
accordingly
undermined the rule of law. Consequently, it declared that the
provision could not pass constitutional muster in this
regard.
[119]
Whether the impugned
provision leads to an unjustifiable limitation of section 16 of the
Constitution
[129]
The constitutionality of section 10(1) was not only attacked
by the allegation of vagueness. Indeed, this provision was also
challenged
on the basis of its impact on the right to freedom of
expression. In determining whether section 10(1) of the Equality Act
leads
to an unjustifiable limitation of section 16, this Court held
as follows:
“
Section 10(1)(c)
of the Equality Act prohibits words that ‘promote or propagate
hatred’, and this may be interpreted
to accord with the
prohibition of the ‘advocacy of hatred’ in section 16(2).
Similarly, the classification in section
10 of hate speech as speech
that is ‘harmful or incite[s] harm’ may be read to align
with the prohibition against the
‘advocacy of hatred’ in
section 16(2)(c) of the Constitution. However, there is no similar
exercise that can be conducted
to read ‘hurtful’
constitutionally, as section 16 has no similar wording. Furthermore,
the term is clearly broader
than what is envisioned in section 16,
which focuses on war, violence and hatred, and not merely speech that
hurts. Therefore,
on this count, section 10 limits section 16 of the
Constitution, and a justification analysis is required.”
[120]
[130]
After conducting the justification analysis in terms of
section 36, this Court concluded that the inclusion of “hurtful”
constitutes an unjustifiable limitation of the right to freedom of
expression. It accordingly declared this aspect of section 10(1)
to
be unconstitutional. To illustrate the principles underlying this
finding, we can do no better than to quote directly from
Qwelane
:
“
The importance of
the right to freedom of expression on the one hand and the importance
of the purpose of the limitation of that
right, namely to protect the
equally important rights to equality and dignity by way of
prohibiting hate speech, have been expounded.
So too, the nature and
extent of the limitation and the relation between the limitation and
its purpose. However, it is here that
the usefulness of the term
“hurtful” becomes less clear. If speech that is merely
hurtful is considered hate speech,
this sets the bar rather low. It
is an extensive limitation. The prohibition of hurtful speech would
certainly serve to protect
the rights to dignity and equality of hate
speech victims. However, hurtful speech does not necessarily seek to
spread hatred against
a person because of their membership of a
particular group, and it is that which is being targeted by section
10 of the Equality
Act. Therefore, the relationship between the
limitation and its purpose is not proportionate.”
[121]
Remedy
[131]
After
making the above findings in
Qwelane
,
this Court declared section 10(1) of the Equality Act to be invalid
insofar as it was inconsistent with the Constitution. This
order of
invalidity was suspended for 24 months to permit the Legislature
sufficient time to remedy the statutory defects.
[122]
[132]
Furthermore,
the Court considered appropriate interim relief and held that
severance was appropriate in the circumstances, because
severing the
word “hurtful” from section 10(1) would still enable the
objects of the Equality Act to be realised and
fulfilled.
[123]
In the result, the following order was issued:
“
During the period
of suspension of the order of constitutional invalidity, section 10
of the Equality Act will read as follows:
‘
Subject to the
proviso in section 12, no person may publish, propagate, advocate or
communicate words that are based on one or more
of the prohibited
grounds, against any person, that could reasonably be construed to
demonstrate a clear intention to be harmful
or to incite harm and to
promote or propagate hatred.’”
[124]
The implications of
Qwelane
[133]
Having held the present matter in abeyance, it behoves this
Court to determine its outcome with regard to the findings in
Qwelane
, as expounded above. This means that we find ourselves
in the happy position of being able to apply section 10(1) of the
Equality
Act to the facts of this matter, comforted by the knowledge
that this provision is constitutionally compliant. So, the next
question
that arises is how this Court’s findings in
Qwelane
may affect the determination of the present matter. The parties were
invited to make written submissions on this question, which
will now
be considered briefly.
HRC’s further
submissions
[134]
The thrust of the HRC’s submissions is that the impugned
statements constitute hate speech in terms of section 10(1), both
before and after its reformulation in
Qwelane
. The HRC argues
that the aspect of section 10(1) that was declared unconstitutional
in
Qwelane
did not form any part of its case, which
accordingly remains entirely intact.
[135]
The HRC further submits that the
Qwelane
decision
bolsters its case insofar as it clarified that an objective approach
is required in relation to allegations of hate speech.
This, it
submits, indicates that the Supreme Court of Appeal fatally erred in
relying on Mr Masuku’s subjective explanation
of the impugned
statements, as opposed to determining the objective meaning and
import of the statements. It also casts serious
doubt as to the
correctness of the Supreme Court of Appeal’s decision to
disregard the expert evidence, for expert evidence
may be
instrumental to a court seeking to objectively determine the meaning
of alleged hate speech. After all, there are peculiar
features of the
antipathy and attacks encountered by the targets of hate speech which
may not be ordinarily known to a court.
[136]
The HRC submits that the impugned statements plainly satisfy
the threshold set by section 10(1) of the Equality Act, as they
contain
direct threats of violence and harm, as well as invitations
to their audience to band together and target the subjects of the
statements
with perpetual suffering and hatred. Thus, the HRC
submits, a reasonable audience would construe the impugned statements
as seeking
to violate the rights of another person or group of
persons based on their group identity, and that there can be no doubt
that
these statements incited discrimination and hatred towards the
target of the speech. The HRC also refers to the considerations
outlined by this Court in
Qwelane
and submits that: Mr Masuku
is a prominent political figure; the impugned statements were made in
the context of a political rally
concerning the deeply divisive,
inflammatory and controversial conflict between Israel and Palestine;
and that the impugned statements
were highly likely to inflict harm
and propagate hatred towards members of the Jewish faith.
[137]
Finally, the HRC submits that there can be no doubt that the
impugned statements, interpreted objectively, targeted the Jewish
community.
The HRC submits that the statements contain explicit
metaphorical references that any reasonable person would associate
with the
Jewish community, and that cannot be explained away as
references to political ideology.
Respondents’
further submissions
[138]
The respondents submit that
Qwelane
is distinguishable
from this matter on the facts, because the target of the alleged hate
speech in this matter is in dispute. Further
to this, the respondents
reiterate that Mr Masuku’s statements were based on political
ideology and were unrelated to a religious
or marginalised group.
[139]
The respondents are of the view that the objective requirement
and related considerations espoused in
Qwelane
support their
case. To this end, the respondents argue that Mr Masuku is not a
prominent political figure, and emphasise the context
in which the
statements were made, being a rally about the conflict between Israel
and Palestine where Mr Masuku was heckled and
provoked by Jewish
students in attendance. They accordingly submit that the target of
the impugned statements, objectively determined,
was clearly not the
Jewish community but rather proponents of the Israeli State, and that
political statements of this kind are
protected by the right to
freedom of expression. On the strength of these considerations, they
submit that the impugned statements
do not constitute hate speech.
Amici’s further
submissions
[140]
Submissions on the import of
Qwelane
in this matter
were filed by the first, fourth, fifth, and sixth amici curiae. In
the interests of brevity, the pertinent points
that can be gleaned
from their submissions will be dealt with as a collective.
[141]
On behalf of the amici, it was submitted,
inter alia
,
that the impugned statements must be assessed against section 10(1)
as reformulated in
Qwelane
, and that doing so does not give
rise to issues of retrospectivity because harmful speech that
propagates hatred was always excluded
from constitutional protection.
Thus, holding Mr Masuku to the recrafted section 10(1) does not
deprive Mr Masuku of any existing
rights that he had prior to
Qwelane
. The amici also provide extensive submissions on how,
contextually, the impugned statements can only be reasonably and
objectively
understood to connote Jewish people as opposed to
Zionists.
Application of section
10(1)
[142]
At
the outset of these proceedings, it appeared necessary to embark on
an interpretative exercise into what the prohibition against
“hate
speech” as defined in section 10(1) of the Equality Act
entails. However, as noted and demonstrated above,
Qwelane
has shed considerable light on the matter, and what remains now is to
engage with the facts at hand and measure them against the
constitutionally compliant section 10(1). In the interests of
completeness and avoiding confusion, we should mention that the amici
curiae were absolutely correct to emphasise that no issues of
retrospectivity will arise, for the severance applied to section
10(1) has unequivocally not had the effect of depriving Mr Masuku of
any pre-existing rights.
[125]
There is accordingly no issue, whatsoever, with this Court applying
section 10(1), as severed, to the current facts. It is to that
exercise that we now turn.
Meaning, context and the
relevance of expert evidence
[143]
The
usual first step in a hate speech enquiry in terms of section 10(1)
of the Equality Act will be to ascertain the meaning of
the words and
determine whether they fall within the section. This is the logically
anterior question. In this regard, in the context
of defamation law,
our courts have repeatedly confirmed that the determination of the
meaning of a statement is an objective test.
[126]
And the standard of assessing whether statements constitute hate
speech in terms of section 10(1) of the Equality Act, as recently
found by this Court in
Qwelane
,
is also one of objectivity.
[127]
Making this determination falls within the exclusive functions of a
court and no evidence whatsoever is admissible – either
expert
or otherwise.
[128]
There is
no reason why this should also not be the position in adjudicating
section 10 cases. Making a determination as to the
meaning of words
is a task that rightfully falls to the expertise, competency, and
responsibility of courts. That said, it would
be remiss of me not to
acknowledge that words are naturally coloured by the context in which
they appear and are used. Indeed,
this Court, in
Le
Roux
,
discussed the importance of determining the meaning of words with
recourse to their context:
“
The primary
meaning is the ordinary meaning given to the statement in its context
by a reasonable person . . . . The reasonable
reader or observer is
thus a legal construct of an individual utilised by the court to
establish meaning.”
[129]
[144]
In
Bester
,
this Court explained that it is “accepted that the test to
determine whether the use of the words is racist is objective
–
whether a reasonable, objective and informed person, on hearing the
words, would perceive them to be racist or derogatory”.
[130]
And context, to the objective person, is important and instructive of
meaning. In
Bester
,
this Court held that when dealing with, for example, racial tropes
which are inherently imbued with deep historical roots and
contemporary manifestations, it would be unwise to assume that the
context in which words are used is neutral. On this, this Court
held
thus:
“
[A] starting point
that phrases are presumptively neutral fails to recognise the impact
of the legacy of apartheid and racial segregation
that has left us
with a racially charged present. This approach holds the danger that
the dominant, racist view of the past –
of what is neutral,
normal and acceptable – might be used as the starting point in
the objective enquiry without recognising
that the root of this view
skews such enquiry. It cannot be correct to ignore the reality of our
past of institutionally entrenched
racism and begin an enquiry into
whether or not a statement is racist and derogatory from a
presumption that the context is neutral
– our societal and
historical context dictates the contrary.”
[131]
What
this means is that, whilst the determination as to whether words are
likely to be harmful and propagate hatred, and thus constitute
hate
speech, falls within the exclusive aegis of a court, evidence that
shines a light on the context of those words may be of
assistance to
that court in conducting this exercise.
[145]
Because
it has long been held that an expert may not usurp the adjudicative
functions of our courts,
[132]
the experts in this matter could not be used to determine the meaning
of the statements and whether they were based on Judaism
or Zionism.
Nevertheless, as was held in
Salem
Party Club,
“courts
routinely rely on experts in fields [varying] from medicine to
sociology to clarify issues and to understand complexities
in
evidence”.
[133]
In the
matter at hand, the complex nature of the nexus between anti Zionism
and anti Semitism means, the evidence of
experts as to patterns
of discrimination, historical uses of language, its harmful effects,
and the fine nuances between anti-Semitic
and anti-Zionist tropes can
only be of assistance to this Court. Expert testimony colours the
context that we need to understand
before we can assess the
statements properly. With careful management and circumspection,
expert evidence may be useful to courts
in adjudicating hate speech
cases. The Supreme Court of Appeal erred in dismissing the expert
evidence as being of limited to no
value whatsoever.
Did Mr Masuku commit hate
speech in terms of section 10(1) of the Equality Act?
[146]
It
is worth noting at the outset of this part of the enquiry that,
during the hearing, the parties appeared to be
ad
idem
(in agreement) on the application of the law. The second amicus
argued that there are at least five points of commonality between
the
two primary parties. The list of points of commonality included the
fact that: (i) evidence about the impact of speech on the
target
group is relevant to remedy; (ii) witnesses may not be asked what
they understood the words to mean or what they meant by
the words as
this undermines the accepted objective test; (iii) meaning is
dependent on context and thus evidence of context matters;
(iv)
expert evidence is admissible in so far as it can help the court
understand context; and (v) the Supreme Court of Appeal ought
to have
approached the question with regard to section 10 of the Equality Act
and not section 16 of the Constitution.
[147]
The
glaring legal issues around section 10(1) of the Equality Act having
been dealt with by this Court in
Qwelane
,
the crisp issue with which this Court is now seized is whether the
Equality Court was correct to find that the impugned statements
constituted hate speech. It must accordingly be borne in mind that
the test for permissible interference by a court of appeal with
a
trial court’s factual findings imposes a high threshold.
[134]
It is, of course, trite that the powers of a court of appeal against
factual findings are limited. There must be demonstrable and
material
misdirection by the trial court before a court of appeal will
interfere.
[135]
[148]
In
Mashongwa
,
it was unanimously held that it is undesirable for this Court to
second guess the well-reasoned factual findings of the trial
court.
[136]
Only under
certain circumstances may an appellate court interfere with the
factual findings of a trial court. What constitute those
circumstances are a demonstrable and material misdirection and a
finding that is clearly wrong. Otherwise, trial courts are best
placed to make factual findings.
[149]
This
Court has also explained that the principle that an appellate court
will not ordinarily interfere with a factual finding by
a trial court
is recognition of the advantages that the trial court enjoys that the
appellate court does not.
[137]
These advantages flow from observing and hearing witnesses as opposed
to reading “the cold printed word”,
[138]
the main advantage being the opportunity to observe the demeanour of
the witnesses. But this rule of practice should not be used
to “tie
the hands of appellate courts”.
[139]
It should be used to assist, and not to hamper, an appellate court to
do justice to the case before it. Thus, where there is misdirection
on the facts by the trial court, the appellate court is entitled to
disregard the findings on facts and come to its own conclusion
on the
facts as they appear on the record. Similarly, where the appellate
court is convinced that the conclusion reached by the
trial court is
clearly wrong, it will reverse it.
[150]
In
Florence
[140]
and
Competition
Commission
,
[141]
this
Court noted that this circumspection at overturning factual findings
of trial courts is heightened when one has regard to the
factual
findings of specialist courts like the Land Claims Court and
Competition Appeal Court. The Equality Court had the benefit
of
listening to the evidence of witnesses who were present at the march
as well as the expert testimony. In this regard, the Court
was able
to make credibility findings that could assist it in determining how
much to weigh the evidentiary value of this evidence
as to the
context of the impugned statements.
[151]
The
immediate context in which Mr Masuku made the impugned statements was
during tensions that broke out in response to the Gaza
War of
2008/2009. Supporters of Israeli and Palestinian causes were involved
in increasingly fraught demonstrations, debates and
communications.
[142]
COSATU
had come out denouncing Israel’s actions and reiterated its
support for the Palestinian community. The SAJBD and SAZF
defended
Israel’s military actions.
[152]
The expert evidence relied on during the trial showed that,
although Judaism and Zionism are distinct, Zionism forms a part of
the
core identity for many Jews. Responding expert testimony noted
that there was also a tendency to silence legitimate criticism of
Israel as being anti-Semitic. As noted by the applicant’s
expert, Zionism means various different things to different people.
[153]
For the reasons already provided, this Court must tread
carefully before interfering with the factual findings made by the
Equality
Court regarding this evidence. However, the crisp question
is whether we ought to pay deference to the Equality Court’s
finding
on whether a reasonable person would have considered the
impugned statements to have been based on Jewish identity and
intended
to incite harm or propagate hatred. This enquiry involves a
mixed question of fact and law to the extent that it requires an
evaluative
exercise entailing,
inter alia
, the weighing up of
expert evidence in the light of the criterion of reasonableness. This
enquiry does not turn entirely on the
merits of the factual findings
made by the Equality Court, which it was best placed to make as a
trial court. Thus, on the one
hand, the Equality Court’s
findings on factual questions relating to the composition of the
attendees at the rally, what
was said or shouted, and whether the
impugned speech included anti Semitic innuendos, cannot be
overturned unless they are
vitiated by material misdirection. On the
other, however, as an appellate court we are entitled to draw
inferences from these facts
to determine whether a reasonable person
would have interpreted Mr Masuku’s statements in a manner that
would render them
in contravention of section 10(1), for that is a
question of law that this Court is well-placed to answer.
[154]
At this juncture, it is noteworthy that the preceding analysis
and this Court’s jurisprudence, most recently detailed in
Qwelane
, reveals that words cannot always be taken for their
plain meaning. The first amicus aptly emphasised that there exists a
long
narrative of anti-Jewish rhetoric. This has dominated world
history for thousands of years, and culminated in the Holocaust. Due
regard to this context and history must be observed when dealing with
expressions that are allegedly anti-Semitic, because many
socially
acceptable words may become a proxy for anti-Semitic sentiments.
Focusing on the plain text and ignoring the objectively
ascertainable
subtext would be ignorant, inappropriate and antithetical to what our
Constitution demands.
[155]
Bearing these considerations in mind, we turn now to the
impugned statements, to ascertain whether they constitute hate
speech.
First statement
(i)
Were the words based on Jewishness as a religion or ethnicity?
[156]
In
respect of the first statement, the Equality Court concluded that the
words were based on membership of the Jewish religion or
ethnicity.
The Supreme Court of Appeal made its finding in terms of a separate
area of the law, so it can be put to one side. The
Equality Court
concluded as it did, because the majority of Jewish people are
Zionists in South Africa and globally.
[143]
Although this may not be ordinarily sufficient to find that the
remarks were based on the Jewish identity – as that would
mean
every mention of Zionism may potentially open itself to censure –
the Equality Court went on to conclude that the further
reference to
“Hitler” made it clear that the statement was based on
Jewish ethnicity. The Equality Court held that
a reasonable reader
would have noted that a reference to Hitler to a group that was
predominately Jewish was used because of their
“Jewishness”
– namely, their Jewish ethnicity and identity. As the Equality
Court noted, Hitler’s anti-Semitic
extermination campaign was
not limited to people of the Jewish faith or ethnicity who identified
as Zionists.
[144]
Moreover,
any mention of “Hitler” undeniably evokes semantic
associations with the entire global Jewish community,
and not a
specific faction thereof.
[157]
There were no contextual factors that indicate that a
reasonable person who had sight of the blog post would not have
thought this
the most probable meaning. Although Mr Masuku seemed to
be responding to a particularly racist comment directed towards Black
COSATU
members, this could not disturb the reasonable apprehension
that a reader of the blog post would have concluded that, more likely
than not, Mr Masuku based his remarks on membership of the Jewish
identity. We accordingly agree with and uphold the Equality Court’s
inference that a reasonable interpretation of the first statement
would understand it as being based on Jewishness as an ethnicity,
and
not on anti Zionism.
(ii)
Would a reasonable person conclude that there had been a clear intent
to be harmful
or incite harm and promote and propagate hatred?
[158]
The Equality Court further held that a reasonable reader would
have found that there was a clear intent to be harmful or incite harm
and propagate or promote hatred in the blog statement. The Equality
Court concluded that the tenor and explicitness of Mr Masuku’s
threats would have indicated to a reasonable reader that his
intention was to cause harm. The vehemence and aggression in his tone
and allusions to the horrors suffered by Palestinian civilians at the
hands of the Israeli forces was enough to give the impression
that
the aim would be for reprisals or revenge. This sort of threat, in
the view of the Equality Court, manifested a clear intention
of
detestation, enmity, ill-will and malevolence. This sort of
expression could reasonably be interpreted to have been intended
to
be harmful to those who heard it and to society, and to have sought
to incite others to harm Jewish people and promote hatred.
[159]
While the Equality Court proceeded to ignore Mr Masuku’s
subjective intention on this score, the same result would have arisen
if the Equality Court had taken into account contextual factors,
including his possible subjective intention. There were no contextual
factors that indicated that Mr Masuku was unaware of the meaning or
likely effect of his words so that a reasonable person might
conclude
that he had no clear intention for his words to have their effect.
[160]
It is therefore clear that the first statement meets the
threshold required by section 10(1), and the Equality Court was
correct
to conclude that this first statement amounted to a
contravention of section 10(1).
Second, third and
fourth statements
(i) Were the words based
on Jewishness as a religion or ethnicity?
[161]
The second to fourth statements were all made at the Wits
rally; thus, it is sensible to analyse them together. The Equality
Court
concluded on the basis of the eyewitness evidence that the only
members of the audience who held a different view to Mr Masuku would
have been Jewish. The transcript of the rally indicates that Mr
Masuku was subject to much heckling from people who opposed his
speech. Where Mr Masuku showed his opposition to those whom he
believed were oppressing Palestinians, he faced retorts of “Including
Jews!”, “Especially Jews!”, “By Jews!”.
It is unclear why the individuals opposing Mr Masuku would
have
shouted these things, but the respondents contend that this was done
to bait Mr Masuku into saying something which singled
out Jews.
Curiously, the Equality Court does not include this relevant context
in its analysis of the statements made at the rally.
[162]
Although there is no reason that anything should turn on this
omission by the Equality Court, we pause to make one comment on this
purported defence. It seems to be flagrantly incongruent to persist
with the argument that the impugned statements were political
in
nature and were in no way targeted at the Jewish community; but in
the same breath to justify these statements, as the respondents
do in
their further submissions, by the context of antagonism from Jewish
people. We note this only to express discomfort at the
notion, which
is seemingly suggested by the respondents, that retort to
anti-Semitism may be acceptable in the context of provocation.
[163]
In these statements, Mr Masuku cajoles that he would confront
his opponents whether it was at Wits University or whether it was at
Orange Grove. The HRC contended, and the Equality Court accepted,
that the reference to Orange Grove was meant as a reference to
a
predominately Jewish neighbourhood. Mr Masuku contended that his
reference to Wits University and Orange Grove was simply because
these were the sites of the most recent marches and rallies, and of
the offices of two major defenders of Israel’s actions
in Gaza
(which are also prominent Jewish associations). It is not conclusive
either way that a reasonable reader who would have
known that Orange
Grove was a predominately Jewish suburb would also not have been
aware of the march to the offices of the SAJBD
and SAZF which are in
Raedene, a small suburb between Orange Grove and Linksfield.
[164]
The tenor of this back and forth continued between the groups
when Mr Masuku made a threat to those who would join the Israeli
Defense
Force (IDF). It was common cause that only Jewish families
would send their children to join the IDF, but that it was unlikely
that a Jewish person would join the IDF if they were not a
Zionist supporter. While a threat of this sort is offensive and
menacing, it is not clear that a reasonable person would conclude
that this reference was based on Jewish identity.
[165]
Furthermore, this analysis of the rally holds that it was
inconclusive as to whether a reasonable person would have considered
Mr
Masuku’s statements to have been based on Jewish identity.
Thus, while the first statement contravened section 10(1), the
second
to fourth statements, on a balance of probabilities, did not. On the
whole, these statements were undoubtedly adversarial
and
inflammatory, but they were clearly aimed at Israel and those who
support Israel. Indeed, Mr Masuku targeted those who support
Israel
via their membership of the IDF and their support for pro-Israel
organisations. However, there was a degree of specificity
–
clearly, Mr Masuku had in mind those persons actively involved in
support of the state of Israel – and a political
hew to these
comments, which make it more likely than not that a reasonable person
would not understand Mr Masuku as singling out
Jewish people
generally as an ethnic and religious group. The facts and evidence do
not support the conclusion that the second
to fourth statements,
seditious as they may have been, were targeted at members of the
Jewish faith or ethnicity.
[166]
The second to fourth statements were accordingly not based on
a prohibited ground, and do not constitute hate speech in terms of
section 10(1). Thus, the question as to whether a reasonable person
would have concluded that there was an intention to be harmful
or
promote hatred does not arise for consideration in respect of these
statements. Therefore, the Equality Court’s conclusion
in
relation to the second to fourth statements must be overturned.
Cross-appeal
[167]
The respondents brought a cross-appeal, appealing the decision
of the Equality Court to award costs against them, even though the
HRC did not pray for this costs order and in fact, disavowed any
costs order.
[168]
The
Biowatch
principle requires that an unsuccessful private party in legal
proceedings against the State be spared from paying the State’s
costs in constitutional matters.
[145]
The purpose of the principle is to shield unsuccessful litigants in
genuine constitutional litigation from the obligation of paying
costs, as the risk of being mulcted in costs might discourage
litigants from seeking to vindicate their constitutional rights.
[146]
In litigation between the government and a private party seeking to
assert a constitutional right,
Affordable
Medicines Trust
established
the principle that, ordinarily, if the government loses, it should
pay the costs of the other side, and if the government
wins, each
party should bear its own costs.
[147]
Again, the idea is to encourage bone fide litigation between
individuals and organs of State without the fear of “chilling”
legal costs.
[148]
[169]
Exceptional
circumstances may justify a departure from this rule where, for
example, litigation is frivolous or vexatious or the
party conducts
himself or herself in a manner warranting disapproval by the
Court.
[149]
However, we are
of the view that Mr Masuku raised a bona fide constitutional argument
on the basis that his statements constituted
political speech. This
argument succeeded in part, and we cannot ignore the fact that Mr
Masuku was attempting to assert his right
to freedom of expression,
an important constitutional right which, unless its exercise falls
foul of the applicable constitutional
protections, is worthy of
protection in any constitutional democracy. The
Biowatch
principle applies. The Equality Court erred, and the cross-appeal
succeeds.
Relief
[170]
In
the circumstances, the appropriate relief is undoubtedly to set aside
the order of the Supreme Court of Appeal and reinstate
the order of
the Equality Court, save for the aspect thereof that is inconsistent
with this Court’s decision in
Qwelane
,
[150]
and save for the findings above on the second to fourth statements
and costs. This imposes the obligation on Mr Masuku to tender
an
unconditional apology to the Jewish community in respect of the first
statement. And so it is that he who expressed the harmful
words that
led to these proceedings, and undoubtedly a great deal of emotional
suffering for the Jewish community, must find the
words to make
amends.
Conclusion
[171]
In
dealing with the delicate relationship between the fundamental rights
at stake in a matter like this, the ends of our constitutional
democracy are served by striking an elusive yet crucial balance
between the imperative to regulate hate speech and the importance
of
fostering “an environment that allows a free and open exchange
of ideas, free from censorship, no matter how offensive,
shocking or
disturbing these ideas may be”.
[151]
This is unlikely to be a straight-forward task, and will involve
careful consideration of the law and context. In the context of
this
matter, and in appreciating the power of words to inflict harm, it is
fitting to close with a cautionary and apposite extract
taken from
the Tanuch: “Death and life are in the tongue”.
Order
[172]
In the result, the following order is made:
1.
The application for recusal is dismissed.
2.
Leave to appeal is granted.
3.
The appeal is upheld in part.
4.
The order of the Supreme Court of Appeal is set aside and substituted
with the
following:
“
The appeal against
the order of the Equality Court is dismissed with no order as to
costs.”
5.
Leave to cross-appeal is granted.
6.
The cross-appeal is upheld.
7.
Paragraph 2 of the order of the Equality Court is set aside and
substituted with
the following:
“
The complaint
against the respondents succeeds in respect of the first statement
with no order as to costs.”
8.
In the result, the order of the Equality Court is reinstated, subject
to the
following amendments:
“
1.
The first statement is declared to be harmful, and to incite harm and
propagate hatred; and amount
to hate speech as envisaged in
section
10
of the
Promotion of Equality and Prevention of Unfair
Discrimination Act No 4 of 2000
.
2.
The complaint against the respondents succeeds in respect of the
first statement with no
order as to costs.
3.
The respondents are ordered to tender an unconditional apology to the
Jewish Community within
thirty (30) days of this order, or within
such other period as the parties may agree. Such apology must at
least receive the same
publicity as the offending statement.”
9.
No order is made as to costs in this Court.
For the
Applicant:
C Bester, M Seape, S Scott and J Chanza instructed by Cliffe Dekker
Hofmeyer Incorporated
For the
Respondents:
A de Kok SC and A Hassim instructed by Cheadle Thompson and Haysom
Incorporated
For the First Amicus
Curiae:
W Trengove SC and C Steinberg instructed by Edward Nathan Sonnenbergs
Incorporated
For the Second Amicus
Curiae:
K Hofmeyr, D Smit, H Cassim and K van Heerden instructed by Webber
Wentzel
For the Third Amicus
Curiae:
MM Ka-Siboto instructed by Freedom of Expression Law Clinic
For the Fourth Amicus
Curiae:
G Marcus SC and M Mbikiwa instructed by Webber Wentzel
For the Fifth Amicus
Curiae:
M Oppenheiner and S A Nakhjavani instructed by Hurter Spies
Incorporated
For the Sixth Amicus
Curiae:
T Ngcukaitobi and B Winks instructed by Rupert Candy Attorneys
[1]
4 of 2000.
[2]
54
of 1994.
[3]
South
African Human Rights Commission v Masuku
2018
(3) SA 291
(GJ) (Equality Court judgment) at para 2.
[4]
Dr
Hirsch is a lecturer in Sociology at Goldsmiths University of London
as well as an expert on Judaism and Zionism. See Equality
Court
judgment above n 3
at
para 10.
[5]
Dr
Stanton is a Research Professor of Genocide Studies and Prevention
at George Mason University. See Equality Court judgment
above n 3
at
para 11.
[6]
Id
at paras 10-1.
[7]
Id
at para 7.
[8]
Prof
Friedman is the director of the Centre for the Study of Democracy at
the University of Johannesburg as well as Professor
of International
Relations at Rhodes University. See Equality Court judgment above n
3
at
para 14.
[9]
Id
at para 14.
[10]
Id
at para 18.
[11]
Id
at para 1.
[12]
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.”
[13]
Section
2 of the Equality Act sets out the express objects of the Act.
[14]
Equality
Court judgment above n 3
at
para 21.
[15]
Id
at para 24.
[16]
Id
at para 9.
[17]
Id
at para 42.
[18]
Id
at paras 19 and 60.
[19]
Id
at para 26.
[20]
Id;
Section 36 provides for the limitation of rights in the following
terms:
“
(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.”
[21]
Equality
Court judgment
id
at para 47.
[22]
Id
at para 38.
[23]
Id
at para 35.
[24]
Id
at para 39.
[25]
Id
at para 55.
[26]
Id.
[27]
Id
at para 60.
[28]
Id
at para 65.3.
[29]
Masuku
v South African Human Rights Commission
[2018]
ZASCA 180
;
2019 (2) SA 194
(SCA) (Supreme Court of Appeal judgment)
at para 13.
[30]
Id
at para 14 quoting Cheadle et al
The
South African Constitutional Law: The Bill of Rights
2
ed (LexisNexis Butterworths, Durban 2005).
[31]
Supreme
Court of Appeal judgment id at para 14.
[32]
Id
at paras 14 and 31.
[33]
Id
at para 21.
[34]
Id
at para 25.
[35]
Id
at para 26.
[36]
Id
at para 31.
[37]
Id.
[38]
Id
at para 32.
[39]
The
HRC avers that jurisdiction can also be established in terms of
section 167(3)(b)(ii) on the basis that it raises an arguable
point
of law of general public importance that ought to be considered by
this Court.
[40]
Although Mr Masuku and COSATU brought this interlocutory application
seeking recusal, and are therefore technically the applicants
in
this matter, they are the respondents in the main application, and,
to avoid confusion, they will be referred to throughout
as the
respondents.
[41]
The
main application was heard by eight Justices of this Court, among
whom was Mogoeng CJ.
[42]
S
v Basson
[2005] ZACC 10
;
2007 (3) SA 582
(CC);
2005 (12) BCLR 1192
(CC)
(
Basson
)
at para 23.
[43]
Id
a
t
para 24.
[44]
Id at para 27.
[45]
President
of the Republic of South Africa v South African Rugby Football Union
[1999] ZACC 9
;
1999 (4) SA 147
(CC);
1999 (7) BCLR 725
(CC) (
SARFU
)
at para 35.
[46]
Section
165(2) of the Constitution states that “[t]he courts are
independent and subject only to the Constitution and the
law, which
they must apply impartially and without fear, favour or prejudice”.
[47]
See,
for example, this Court’s decision in
Bernert
v Absa Bank Ltd
[2010] ZACC 28
;
2011 (3) SA 92
(CC);
2011 (4) BCLR 329
(CC), at
paras 31-3 expanded on the meaning of the Judicial oath of office
and the presumption of impartiality:
“
What
must be stressed here is that which this court has stressed before:
the presumption of impartiality and the double requirement
of
reasonableness. The presumption of impartiality is implicit, if not
explicit, in the office of a judicial officer. This presumption
must
be understood in the context of the oath of office that judicial
officers are required to take, as well as the nature of
the judicial
function. Judicial officers are required by the Constitution to
apply the Constitution and the law ‘impartially
and without
fear, favour or prejudice’. Their oath of office requires them
to ‘administer justice to all persons
alike without fear,
favour or prejudice, in accordance with the Constitution and the
law’. And the requirement of impartiality
is also implicit, if
not explicit, in section 34 of the Constitution which guarantees the
right to have disputes decided ‘in
a fair public hearing
before a court or, where appropriate, another independent and
impartial tribunal or forum’. This
presumption therefore flows
directly from the Constitution.
As
is apparent from the Constitution, the very nature of the judicial
function requires judicial officers to be impartial. Therefore,
the
authority of the judicial process depends upon the presumption of
impartiality. As Blackstone aptly observed, ‘(t)he
law will
not suppose a possibility of bias or favour in a judge, who [has]
already sworn to administer impartial justice, and
whose authority
greatly depends upon that presumption and idea’. And, as this
court observed in
SARFU II
, judicial officers, through their
training and experience, have the ability to carry out their oath of
office, and it ‘must
be assumed that they can disabuse their
minds of any irrelevant personal beliefs and predispositions’.
Hence the presumption
of impartiality.
.
. .
The
effect of the presumption of impartiality is that a judicial officer
will not lightly be presumed to be biased.”
[48]
SARFU
above n 45
at
para 40.
[49]
Bernert
above
n 47
at
para 33.
[50]
South
African Commercial Catering and Allied Workers Union v Irvin &
Johnson Ltd (Seafoods Division Fish Processing)
[2000] ZACC 10
;
2000 (3) SA 705
(CC);
2000 (8) BCLR 886
(CC)
(
SACCAWU
)
at para 12.
[51]
See
for example,
R
v S (RD)
(1997) 118 CCC (3d) 353 cited in
SARFU
above
n 45
at
para 40.
[52]
SARFU
above n 45
at
para 48.
[53]
Id
at para 41.
[54]
BTR
Industries South Africa (Pty) Ltd v Metal & Allied Workers Union
[1992]
ZASCA 85
;
1992 (3) SA 673(A).
[55]
Id
at 821A.
[56]
Article
13 of the Code of Judicial Conduct, GN R865
GG
35802, 18 October 2012 (Code).
[57]
SARFU
above
n 45
at
para 48.
See
also
SACCAWU
above
n 50
at para 13, where this Court held
that the applicant for recusal bears the onus of rebutting the
presumption of judicial impartiality
and requires “cogent”
or “convincing” evidence to do so.
[58]
SACCAWU
above n 50
at
para 14.
[59]
Basson
above n 42 at para 25.
[60]
Cardozo
J in
The
Nature of the Judicial Process
(Yale University Press, New Haven 1921) at 12-3 and 167, which is
quoted with approval by L’Heureux-Dube J and McLachlin
J in
R
v S (RD
)
above n 51
at
para 34, as cited by this Court in
SARFU
above n 45
at
para 42.
[61]
SARFU
above n 45
at
para 42.
[62]
Id.
[63]
Id
at para 43.
[64]
Ex
parte Goosen
2020 (1) SA 569
(GJ) (
Goosen
)
at para 25.
[65]
Id
at para 29.
[66]
See Mojapelo J’s decision at paras 45-7.
[67]
Mogoeng CJ has appealed against the findings of the JCC that he
breached the Code of Judicial Conduct by embroiling himself in
political controversy. However, the findings and the appeal have no
bearing on this Court in disposing of this recusal application
since
that enquiry is wholly distinct from the recusal enquiry conducted
here.
[68]
Section
167(1) of the Constitution provides that the Constitutional Court
consists of eleven Judges.
Section
167(2) of the Constitution states that “
a
matter before the Constitutional Court must be heard by at least
eight Judges”.
In
Judge President Hlophe v Premier, Western Cape Province; Judge
President Hlophe v Freedom Under Law (Centre for Applied Legal
Studies as Amici Curiae)
[2012] ZACC 4
;
2012 (6) SA 13
(CC);
2012 (6) BCLR 567
(CC) (
Judge President Hlophe
), a similar
conundrum to that which arises in the present matter, arose. In that
case, the matter was heard by
a bare
constitutional quorum of eight Judges, including three Justices who
were parties to the complaint lodged with the JSC against
the
applicant and two others who had been involved in attempted
mediation. The Court noted that “if these Judges are
disqualified from hearing the applications for leave to appeal
because of their perceived or actual interest in the outcome of
the
matter, there would be no quorum for this Court to hear and
determine the matters” (see para 17).
However, this
Court held that
the President is permitted to
appoint a person to be an Acting Judge of the Constitutional Court
“if there is a vacancy
or if a judge is absent”.
However, the word “absent” is to be interpreted narrowly
to mean physically absent
(see para 40), and it is not possible to
interpret “absent” in section 175(1) of the Constitution
to cover a situation
where Constitutional Court Justices have
recused themselves from hearing a specific matter (at para 42). It
was held that the
effect of a recusal therefore cannot be considered
to be an absence so the position of the recused Justice may not be
filled
by another (see para 34). Specifically, this Court held that
the option of the appointment of Acting Justices under section
175(1)
of the Constitution is not available as a means to render the
Court quorate.
[69]
Judge
President Hlophe
id
at para 46.
[70]
Goosen
above n 64
at
para 14.
[71]
The
Jerusalem Post is a daily newspaper based in Israel, which markets
itself as the “oldest and largest English daily newspaper
in
Israel”.
[72]
Chief
Rabbi Goldstein is the current Chief Rabbi of South Africa, meaning
that he is the leader of the Jewish faith in South Africa.
Mr Katz
is the Editor-in-Chief of the Jerusalem Post.
[73]
Article
12(1)(b) of the Code stipulates that a Judge must not “become
involved in any political controversy or activity”.
[74]
The
letter, in relevant part, stated that—
“
The
SAZF would like to give every support possible in the upcoming
matter as regards your stance on Israel- Palestine conflict.
[An
employee of SAZF] would appreciate the opportunity of communicating
with a person in your legal team. What do you suggest?”
This
letter was disclosed to the parties in correspondence issued by this
Court on 29 October 2021, together with directions calling
for the
filing of an application of recusal and written submissions.
[75]
SARFU
above n 45
at
para 48.
[76]
In
its preamble, the Equality Act states that it is the legislation
designed to give effect to the right to equality set out in
section
9 of the Constitution. Section 9(4) of the Constitution mandates
that national legislation codifying this right must
be enacted.
[77]
Preamble
to the Equality Act.
[78]
For
example, in the context of the
Labour Relations Act 66 of 1995
, see
National
Education Health & Allied Workers Union v University of Cape
Town
[2002] ZACC 27
;
2003 (3) SA 1
(CC);
2003 (2) BCLR 154
(CC) (
NEHAWU
)
at para 14; and, in relation to the
Restitution of Land Rights Act
22 of 1994
, see
Alexkor
Limited v The Richtersveld Community
[2003]
ZACC 18
;
2004 (5) SA 460
(CC);
2003 (12) BCLR 1301
(CC) at para 23.
[79]
In
My
Vote Counts NPC v Speaker of the National Assembly
[2015]
ZACC 31
,
2016 (1) SA 132
(CC);
2015 (12) BCLR 1407
(CC)
(
My
Vote Counts
),
this Court expanded upon the extent of the constitutional issues
that underpin the principle of subsidiarity. At para 61, this
Court
said that “
[t]he
principle is concerned in the first place with the programmatic
scheme and significance of the Constitution”.
[80]
See
section 16 of the Constitution.
[81]
Islamic
Unity Convention v Independent Broadcasting Authority
[2002] ZACC 3
;
2002 (4) SA 294
(CC);
2002 (5) BCLR 433
(CC) (
Islamic
Unity
)
at para 32.
[82]
Id
at para 33.
[83]
My
Vote Counts
above
n 79
at
para 53.
[84]
S
v Mhlungu
1995
ZACC 4
;
1995 (3) SA 867
(CC);
1995 (7) BCLR 793
(CC) (
Mhlungu
)
at para 59. See du Plessis “
‘
Subsidiarity’:
What’s in the Name for Constitutional Interpretation and
Adjudication?” (2006) 17
Stell
LR
at 207; and see also de Visser “Institutional Subsidiarity in
the South African Constitution” (2010) 1
Stell
LR
at
90.
[85]
My
Vote Counts
above
n 79
at
paras 44-66. Although Cameron J wrote the minority judgment in this
case, the Court unanimously concurred in this section of
his
judgment.
[86]
See
Mazibuko
v City of Johannesburg
[2009]
ZACC 28
;
2010 (4) SA 1
(CC);
2010 (3) BCLR 239
(CC)
,
where the litigant had argued that a local authority’s water
provision policy was unreasonable in the light of the
right
to have access to sufficient water guaranteed by section 27(1)(b) of
the Constitution. However, the litigant in that case
had not made a
frontal challenge to the constitutionality of the governing
legislation, the
Water Services Act 108 of 1997
. O’Regan J,
writing for the Court, noted at para 73 that this situation gave
rise to the question of subsidiarity as the
Court had on numerous
occasions held that “where legislation has been enacted to
give effect to a right, a litigant should
rely on that legislation
in order to give effect to the right or alternatively challenge the
legislation as being inconsistent
with the Constitution”.
[87]
My
Vote Counts
above
n 79
at
para 55.
[88]
In
Minister
of Health v New Clicks South Africa (Pty) Ltd
[2005]
ZACC 14
;
2006 (2) SA 311
(CC);
2006 (1) BCLR 1
(CC) (
New
Clicks
)
the judgments of Chaskalson CJ and Ngcobo J alluded to the
principle.
[89]
South
African National Defence Union v Minister of Defence
[2007]
ZACC 10
;
2007 (5) SA 400
(CC);
2007 (8) BCLR 863
(CC) (
SANDU
).
[90]
66
of 1995.
[91]
SANDU
above
n 89
at
para 51.
[92]
Id
at para 52.
[93]
MEC
for Education: KwaZulu-Natal v Pillay
[2007]
ZACC 21
;
2008 (1) SA 474
(CC);
2008 (2) BCLR 99
(CC) (
Pillay
)
at para 40.
[94]
My
Vote Counts
above
n
79
at
para 160.
[95]
Id.
[96]
The
long title of the Equality Act states that the legislation is
intended—
“
to
give effect to section 9 read with item 23(1) of Schedule 6 to the
Constitution of the Republic of South Africa, 1996 so as
to prevent
and prohibit unfair discrimination and harassment; to promote
equality and eliminate unfair discrimination; to prevent
and
prohibit hate speech; and to provide for matters connected
therewith.”
[97]
Pillay
above n 93
at
para 40.
[98]
See
the long title of the Equality Act above n 1.
[99]
Albutt
v Centre for the Study of Violence and Reconciliation
[2010]
ZACC 4; 2010 (3) SA 293 (CC); 2010 (5) BCLR 391 (CC).
[100]
KwaZulu-Natal
Joint Liaison Committee v MEC, Department of Education,
KwaZulu-Natal
[2013]
ZACC 10
;
2013 (4) SA 262
(CC);
2013 (6) BCLR 615
(CC) (
KZN
JLC
).
[101]
Albutt
above
n 99
at
para 1.
[102]
3
of 2000.
[103]
Minister
of Defence and Military Veterans v Motau
[2014]
ZACC 18
;
2014
(5) SA 69
(CC);
2014
(8) BCLR 930
(CC) (
Motau
)
at
para 27.
[104]
Supreme
Court of Appeal judgment above n 29
at
para 31.
[105]
Qwelane
v South African Human Rights Council
[2021]
ZACC 22
;
2021 (6) SA 579
(CC);
2022 (2) BCLR 219
(CC) at para 31.
[106]
Id
at paras 48-93, where this Court referred specifically to sections
9, 10, 16, 39 and 233 of the Constitution in an exercise
of
contextualising the interpretation of section 10 of the Equality
Act.
[107]
Id
at para 49.
[108]
Id
at para 95.
[109]
Id
at para 96.
[110]
Id
at paras 97-101 where this Court cited
Rustenburg
Platinum Mine v SAEWA obo Bester
[2018] ZACC 13
;
2018 (5) SA 78
(CC);
2018 (8) BCLR 951
(CC);
SATAWU
v Moloto N.N.O
.
[2012] ZACC 19
;
2012 (6) SA 249
(CC);
2012 (11) BCLR 117
(CC);
Le
Roux v Dey
[2011] ZACC 4
;
2011 (3) SA 274
(CC);
2011 (6) BCLR 577
(CC);
S
v Mamabolo
[2001] ZACC 17
;
2001 (3) SA 409
(CC);
2001 (5) BCLR 449
(CC);
Brink
v Kitshoff N.O
.
[1996] ZACC 9
;
1996 (4) SA 197
(CC);
1996 (6) BCLR 752
(CC);
Dendy
v University of the Witwatersrand
[2007] ZASCA 30
;
[2007] 3 All SA 1
(SCA);
South
African Human Rights Commission v Khumalo
2019 (1) SA 289
(GJ);
Afriforum
v Malema
2011 (6) SA 240
(EqC);
Sonke
Gender Justice Network v Malema
2010 (7) BCLR 729
(EqC); and
Saskatchewan
(Human Rights Commission) v Whatcott
2012 SCC 11; [2013] 1 SCR 467.
[111]
Qwelane
above
n 105
at
para 176.
[112]
Id
at para 102.
[113]
Id
at para 104.
[114]
Id
at para 152.
[115]
Id
at para 153.
[116]
Id
at para 154.
[117]
Id.
[118]
Id
at para 155.
[119]
Id
at para 157.
[120]
Id
at para 135.
[121]
Id
at para 139.
[122]
Id
at para 162.
[123]
Id
at para 161.
[124]
Id
at para 1(d) of the order.
[125]
In
this way, this matter is squarely on all fours with
Qwelane
.
In this regard, see para 184 where this Court held:
“
In
this matter, there is no impingement of the rule of law and the
principle of legality and the typical concerns regarding
retrospectivity are not triggered. This is simply because the
recrafted provision does not take away or deprive Mr Qwelane of any
existing rights that he had.
Before the
amendment of section 10, the elements of hate speech that were clear
and constitutional were those in section 10(1)(b)
and (c), and it is
these provisions that Mr Qwelane fell foul of. Therefore, he could
not have claimed that he was prejudiced
by not knowing the law
beforehand and that the hate speech prohibition did not exist at the
time the article was published.”
[126]
Le
Roux
above
n 110
at
para 89.
[127]
See
Qwelane
above
n 105
at
para 94.
[128]
Le
Roux
above
n 110
at
paras 91 and 156.
[129]
Id
at paras 87 and 90.
[130]
Rustenburg
Platinum Mine
above
n 110
at
para 38.
[131]
Id
at para 48.
[132]
As
the Court in
Gentiruco
AG v Firestone SA (Pty) Ltd
1972 (1) SA 589
(A) at 616H noted—
“
the
true and practical test of the admissibility of the opinion of a
skilled witness is whether or not the Court can receive ‘appreciable
help’ from that witness on the particular issue . . . the test
is a relative one, depending on the particular subject and
the
particular witness with reference to that subject.”
[133]
Salem
Party Club v Salem Community
[2017]
ZACC 46
;
2018 (3) BCLR 342
(CC);
2018 (3) SA 1
(CC) at para 63.
[134]
Maphana
v S
[2018] ZASCA 8
at
para
17.
[135]
S
v Hadebe
[1997] ZASCA 86
(
Hadebe
)
at 645F.
[136]
Mashongwa
v PRASA
[2015] ZACC 36
;
2016 (3) SA 528
(CC);
2016 (2) BCLR 204
(CC) at para
45.
[137]
Bernert
above
n 47
at
para 106.
[138]
R
v Dhlumayo
1948
(2) SA 677
(A) (
Dhlumayo
)
at 696.
[139]
Id
at 695.
[140]
Florence
v Government of the Republic of South Africa
[2014] ZACC 22
;
2014 (6) SA 456
(CC);
2014 (10) BCLR 1137
(CC) at
para 24.
[141]
Competition
Commission of South Africa v Media 24 (Pty) Limited
[2019] ZACC 26
;
2019 (5) SA 598
(CC);
2019 (9) BCLR 1049
(CC) (
Media
24
)
at para 52.
[142]
Equality
Court judgment
above
n 3
at
para 31.
[143]
Equality
Court judgment
above
n 3
at
para 41.
[144]
Id
at para 48.
[145]
Biowatch
Trust v Registrar Genetic Resources
(
Biowatch
)
[2009] ZACC 14; 2009 (6) SA 232 (CC) ; 2009 (10) BCLR 1014 (CC).
[146]
Id
at para 21.
[147]
Affordable
Medicines Trust v Minister of Health
[2005]
ZACC 3
;
2006 (3) SA 247
(CC);
2005 (6) BCLR 529
(CC) at para 138.
[148]
Id.
[149]
Id.
[150]
In
line with the wording of section 10(1) of the Equality Act prior to
this Court’s pronouncements in
Qwelane,
the
order of the Equality Court declared the impugned statements to be
“hurtful”. It is this aspect of that order
that can no
longer be sustained for the reasons explained in this judgment.
[151]
Qwelane
above
n 105
at
para 74.
sino noindex
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