Case Law[2024] ZASCA 38South Africa
MEC for Health, Gauteng v de Lange (298/2023) [2024] ZASCA 38 (3 April 2024)
Supreme Court of Appeal of South Africa
3 April 2024
Headnotes
Summary: Civil Procedure – claim for damages – separated issues – not clearly stated – stated case limiting separated issues – judgment on stated case limited to negligence causing death of deceased –– stated not dealing with causation of damages arising from death – amendment of the particulars of claim to include a new head of damages – objection that evidence on new head should have been proved under stated case – no evidence led relating to any damages arising from death in stated case – no basis to object to amendment.
Judgment
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## MEC for Health, Gauteng v de Lange (298/2023) [2024] ZASCA 38 (3 April 2024)
MEC for Health, Gauteng v de Lange (298/2023) [2024] ZASCA 38 (3 April 2024)
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sino date 3 April 2024
SAFLII
Note:
Certain
personal/private details of parties or witnesses have been
redacted from this document in compliance with the law
and
SAFLII
Policy
FLYNOTES:
CIVIL PROCEDURE – Separation of issues – Merits and
quantum –
Medical
negligence claim – Court below granting separation –
Appeal – Liability determination was restricted
to
establishing if defendant's negligence caused death itself –
Did not extend to causation of various damages allegedly
flowing
from death – Grant of amendment can in no way prejudice
appellant – No basis to object to amendment –
Appeal
dismissed – Uniform Rule 33(4).
THE SUPREME COURT OF
APPEAL OF SOUTH AFRICA
JUDGMENT
Not Reportable
Case
no: 298/2023
In the matter between:
THE MEMBER OF THE
EXECUTIVE COUNCIL
FOR HEALTH, GAUTENG
PROVINCE
APPELLANT
and
MARIE
DE LANGE
RESPONDENT
Neutral
citation:
MEC for Health,
Gauteng v de Lange
(298/2023)
[2024]
ZASCA 38
(03 April 2024)
Coram:
GORVEN, MATOJANE and WEINER JJA and
COPPIN and SMITH AJJA
Heard:
04 March 2024
Delivered:
This judgment was handed down
electronically by circulation to the parties’ representatives
via email, publication on the
Supreme Court of Appeal website and
released to SAFLII. The date and time for hand-down is deemed to be
11h00 on 3 April 2024.
Summary:
Civil Procedure – claim for
damages – separated issues – not clearly stated –
stated case limiting separated
issues – judgment on stated case
limited to negligence causing death of deceased –– stated
not dealing with causation
of damages arising from death –
amendment of the particulars of claim to include a new head of
damages – objection
that evidence on new head should have been
proved under stated case – no evidence led relating to any
damages arising from
death in stated case – no basis to object
to amendment.
ORDER
On appeal from:
Gauteng Division of the High Court, Pretoria (Collis J, sitting
as a court of first instance.
The appeal is dismissed.
JUDGMENT
Matojane JA (Gorven
and Weiner JJA and Coppin and Smith AJJA concurring):
[1]
This is an appeal against the order of the Gauteng Division of the
High Court, Pretoria (Collis J),
granting the respondent leave to
amend her particulars of claim with costs. The amendment sought to
introduce a claim for damages
for emotional shock caused by the death
of the husband of the respondent.
The appeal is before us with
leave of this court (per Mbatha and Meyer JJA).
[2]
Mr. Zacharias Johannes de Lange (deceased) passed away on 21
September 2015 at the Steve Biko Academic
Hospital in Pretoria
(SBPAH)
. Prior to being admitted, Mr. de
Lange had sustained a blow to his head during a rugby match.
[3]
Marie de Lange, the respondent herein and the wife of the deceased,
issued summons against the appellant
out of the Gauteng Division of
the High Court, Pretoria (the trial court). She claimed that the
negligence of hospital employees
for whom the appellant was
vicariously liable had wrongfully and negligently caused the death of
the deceased. Arising from his
death, she claimed that she had
sustained damages by way of loss of past and future support for her
and her two minor sons, D[…]l
and D[…]n. She
accordingly claimed payment of R500 000.00 as damages for her past
and future loss of support and R600 000.00
and R800 000.00,
respectively, on behalf of D[…]l and D[…]n for their
past and future loss of support.
[4]
The parties held a pre-trial conference. It was agreed between them
that ‘the issues pertaining
to liability/merits (negligence and
causality) should be separated from the issues pertaining to the
quantum of the plaintiff’s
claim in terms of Uniform rule 33(4)
and that the matter proceeds initially in respect of the aforesaid
issues pertaining to liability
only at the first trial.’
[5]
Pursuant to that agreement, the parties prepared a stated case in
terms of Uniform rule of Court 33(1).
This was presented to the trial
court (Rangata AJ). It is not clear whether the trial court granted
an order in terms of rule 33(4)
separating the issues at all,
whether in the terms agreed in the pre-trial conference or simply
that the issues set out in the
stated case would be heard separately
in terms of rule 33(4). It seems that the parties and the trial
court dealt with the
stated case without an order separating the
issues having been granted.
[6]
In
Denel
(Edms) Bpk v Vorster
,
[1]
Nugent JA emphasized the
importance of the trial court clearly defining and delineating the
specific issues to be tried. He stated
that this should be explicitly
set out in the court's orders to avoid any ambiguity or confusion
between the parties. He stated
that although terms like ‘merits’
and "quantum" may seem straightforward initially, their
shared understanding
often does not endure. Therefore, when making
rulings under Uniform rule 33(4) and issuing orders, the trial court
has a duty to
circumscribe the trial issues with clarity and
precision to prevent problems down the line. This the parties failed
to do in setting
out issues to be decided by the court.
[2]
[7]
Be that as it may, the stated case, after setting out medical facts
extracted from the hospital records,
set out the issues for
adjudication as follows:
‘
26.
The following are the conclusions of the plaintiff’s experts in
relation to the negligence of the employees of the defendant
resulting in the cause of the death of the deceased.
27.
The defendant has not presented any evidence of a factual or expert
nature to contest or oppose the conclusions below, and the
plaintiff
submit that if the Court is satisfied, there is no reason in fact or
law that would prevent this Honourable Court from
making an order in
accordance with the draft order.
.
. .
34.
Had the employees of the defendant treated the deceased
appropriately, and not negligently, he would not have died.’
[8]
After hearing argument, Rangata AJ granted an order, the material
parts of which are:
‘
Having
heard argument for counsel for both parties based on the written
stated case, it is ordered as follows:
1.
The defendant is liable to the plaintiff for her 100% damages as
proved or agreed in her personal capacity and in her representative
capacity on behalf of her minor sons D[…]l d[…] L[…]
and D[…]n d[…] L[…], arising from
the death of
the deceased, Zacharias Johannes de Lange who died at the Steve Biko
Hospital on 21 September 2015. Quantum
is postponed sine
die.’
[9]
On 17 August 2020, the respondent gave notice of its intention to
amend the particulars of claim in
terms of Uniform rule 28. In the
proposed amendment, the respondent sought to insert claims for
emotional shock and trauma allegedly
suffered by herself and the two
minor children due to the deceased’s death. She further sought
to withdraw her personal claim
for loss of support since she has
remarried and was advised that she can no longer claim that support
from the appellant. She further
sought to reduce the claims for the
two minor children based on expert reports and the deceased’s
lifetime earnings. The
new total was some R2.5 million and included
general damages for emotional shock and trauma.
[10]
The appellant objected to the proposed amendment. There were
initially four bases of objection. The first contended
that the
respondent’s amended claim in her personal capacity for
emotional shock and trauma would introduce a new cause of
action
which has been extinguished by prescription. The second was that the
proposed amendment would cause prejudice to the appellant
as the
claims for emotional shock and trauma were not initially pleaded. The
third was that, with respect to the children, against
whom
prescription could not be raised, the appellant had not had an
opportunity to investigate the claims or seek a medical opinion.
Lastly, the appellant was concerned that if the amendment was
allowed, the appellant could become liable to compensate the
respondent
and the minor children for emotional shock and trauma
without the respondent first having established the appellant's
liability
when the liability for all claims for damages should have
been established at the stage of ‘liability/merits’.
11]
The respondent accordingly brought a substantive application for
leave to amend her particulars of claim
to which answering and
replying affidavits were delivered. The application was argued before
Collis J on 10 May 2021 (the court
a quo). Before the judgment on the
application could be delivered, Haupt AJ was approached and granted a
consent order regarding
the children’s loss of support. The
issue concerning the amendment claiming general damages and future
medical costs was
postponed
sine die
. On 2 September 2021,
Collis J granted the respondent leave to amend her particulars of
claim and subsequently refused leave to
appeal.
[12]
Before us, the appellant abandoned the first three grounds of
objection. The appellant argued that the suffering
of psychological
trauma should have been dealt with during the ‘liability trial’
phase. And that the subsequent ‘quantum’
phase would be
limited to evidence related to the number of counselling sessions and
similar details to quantify the psychological
trauma claims. The
appellant submitted that the order of Rangata AJ had already
determined the appellant's liability to compensate
the respondent
regarding her claim for loss of support. The appellant argued that if
general damages were to be claimed arising
from psychological trauma
and the medical costs required to address it, the ‘liability’
stage of the trial would need
to be reopened. It would thus prejudice
the appellant if the amendment was allowed.
[13]
The appellant's argument overlooks the ambit of the order granted by
Rangata AJ. As indicated, the sole issue to
be decided was whether
the appellant’s employees were negligent and whether that
negligence caused the death of the deceased.
That, too, was the
extent of the order. The trial court was not asked to, nor did it,
determine whether any damages had been caused
by the death of the
deceased. For that reason, a claim for general and medical damages
sustained as a result of psychological trauma
stands on precisely the
same footing as the claim for loss of support. The order simply found
that negligence on the part of the
employees of the appellant had
caused the death of the deceased. Counsel for the appellant was
constrained to concede that this
was the case.
[14]
The difficulty arose in this matter because the parties and trial
court did not observe the cautionary words of
Nugent JA in
Denel
.
He explained why that is the case in
Bernert
:
‘
In
some cases it might be appropriate to order the separation of the
“merits” and the “quantum” of the claim.
But
to use that terminology when the causative link between the wrongful
act and the damage is a contested element of the
claim, as it
was in this case, is bound to create uncertainty.’
[3]
That
is clearly what happened in this matter.
[15]
In summary, the ‘liability’ determination was restricted
to establishing if the defendant's negligence caused the
death
itself. It did not extend to causation of the various damages
allegedly flowing from that death, such as loss of support,
medical
costs, or emotional trauma. The parties did not include those aspects
in the stated case for the trial court to determine.
Following
the grunt of the amendment, the appellant will be entitled to plead
to the claim and provide expect evidence. The owners
will remain on
the respondent to prove her claim that she entered the minor and had
suffered psychological trauma.
As such, the grant of the
amendment can in no way prejudice the appellant.
[16]
The appeal falls to be dismissed. Typically, the losing party bears
the legal costs. However, in this case, both
parties disregarded the
repeated warnings from various courts about the importance of clearly
categorizing the issues under consideration.
To convey the court's
dissatisfaction with the parties' conduct, no order regarding costs
will be issued.
[17]
Accordingly the following order is granted:
The
appeal is dismissed.
_______________________
K
E MATOJANE
JUDGE
OF APPEAL
Appearances
For
the appellant: Ms L Maite
Instructed
by: State Attorney, Pretoria
State
Attorney, Bloemfontein
For
the respondent: Ms WL Munro
Instructed
by: Adams and Adams Attorneys, Pretoria
Lovius
Block Attorney, Bloemfontein
[1]
Denel
(Edms) Bpk v Vorster
[2004]
ZASCA 4
;
2004 (4) SA 481
(SCA) para 3 (Denel).
[2]
See also
Absa
Bank Ltd v Bernert
[2010]
ZASCA 36
;
2011 (3) SA 74
(SCA) para 21 (Bernert);
FirstRand
Bank Ltd v Clear Creek Trading
12
(Pty) Ltd
2018 (5) SA 300
(SCA) paras 9-11.
[3]
Bernert
fn 2 para 3.
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