Case Law[2025] ZAGPJHC 92South Africa
S.J.M v S.J.K (034304/2023) [2025] ZAGPJHC 92 (7 February 2025)
High Court of South Africa (Gauteng Division, Johannesburg)
7 February 2025
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## S.J.M v S.J.K (034304/2023) [2025] ZAGPJHC 92 (7 February 2025)
S.J.M v S.J.K (034304/2023) [2025] ZAGPJHC 92 (7 February 2025)
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sino date 7 February 2025
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REPUBLIC
OF SOUTH AFRICA
IN
THE HIGH COURT OF SOUTH AFRICA
GAUTENG
LOCAL DIVISION, JOHANNESBURG
Case
Number:
034304-2023
(1)
REPORTABLE: NO
(2)
OF INTEREST TO OTHER JUDGES: NO
(3)
REVISED:
In
the matter between:
SJM
Plaintiff
and
SJK
Defendant
JUDGMENT
MINNAAR AJ:
Introduction:
[1]
The parties were married in community of property
on 16 August 1994. In April 2023, the plaintiff delivered
a
summons
seeking the following relief:
a.
A decree of
divorce
.
b.
An order:
i.
That the defendant
pays
the plaintiff an amount equal to 50% of the defendant’s
pension interest in the Government Employees Pension Fund (“GEPF”)
as administered by GPAA, as at the date of divorce when such pension
accrues in respect of the plaintiff.
ii.
The defendant makes an endorsement in terms of
section 7(8)(a)(ii) of the Divorce Act 70 of 1979 (“the Act”)
in the
records of the GEPF to the effect that an amount equal to
one-half
of
the defendant’s interest as at the date of divorce, is so
payable to the plaintiff.
c.
Division of the joint estate.
d.
Costs of suit if defended.
[2]
The
defendant
delivered a counterclaim in which he seeks the following relief:
a.
A decree of divorce.
b.
Forfeiture of the plaintiff’s
claim to the defendant’s pension fund.
c.
Each party to retain the
movable assets currently in their possession.
d.
Each party to be liable for
his or her own debts incurred during the subsistence of the marriage
and the parties indemnify each
other from liability towards third
parties.
e.
Costs of suit.
[3]
The parties agree that the marriage has broken
down irretrievably. The main contention between the parties is
whether the plaintiff’s
claim to the defendant’s pension
fund should be forfeited in terms of the provisions of section 9(1)
of the Act. This section
reads:
'9 Forfeiture of
patrimonial benefits of marriage
(1)
When a decree of divorce is granted on the ground of the
irretrievable breakdown of a marriage the court may make an order
that the patrimonial benefits of the marriage be forfeited by one
party in favour of the other, either wholly or in part, if the
Court,
having regard to the duration of the marriage, the circumstances
which gave rise to the breakdown thereof and any substantial
misconduct on the part of either of the parties, is satisfied that,
if the order for forfeiture is not made, the one party will
in
relation to the other be unduly benefited.'
[4]
In
Wijker v Wijker
1993
(4) SA 720
(A) at 727D – F the court set out the following
approach to be adopted in the hearing of a forfeiture claim:
'It is obvious from
the wording of the section that the first step is to determine
whether or not the party against whom the order
is sought will in
fact be benefited. That will be purely a factual issue. Once that has
been established the trial court must determine,
having regard to the
factors mentioned in the section, whether or not that party will in
relation to the other be unduly benefited
if a forfeiture order is
not made. Although the second determination is a value judgment, it
is made by the trial court after having
considered the facts falling
within the compass of the three factors mentioned in the section.'
[5]
The plaintiff and the defendant testified in
support of their cases. On behalf of the plaintiff, the
couple's
eldest son, Mr S, testified whilst the defendant called
his elderly mother, Ms S, as a witness.
Background facts
[6]
The couple met around 1980 and started a
romantic relationship. In 1982, their eldest son was born. As a
result of the birth of
this child, the plaintiff had to leave school.
In 1984 and 1986, they were blessed with two more children. In 1987,
the defendant
paid lobola, and the couple concluded a customary
marriage. Another child was born in 1986. According to the defendant,
he is not
the father of this last-born child, but he accepted the
child. On 16 August 1994, the couple concluded their civil marriage,
in
community of property.
[7]
On 10 May 1997, the defendant was involved
in a motor vehicle accident, and he sustained some serious injuries.
He spent some time
in hospital and was then recovering at his
parent’s house where the plaintiff and minor children were
residing. The defendant
testified that the plaintiff left the
matrimonial home in 1998, whilst he was still recovering, as she did
not want to take care
of someone with crutches.
[8]
The plaintiff testified
that when she visited the defendant in the hospital, she found him
with his girlfriend. Despite this, she
resigned from her work and she
went back to his parental home with him and took care of him. She
left the defendant and their children
in the care of her in-laws.
According to her, she left in 1998 because the relationship between
the parties was strained. She further
testified that when she asked
him for money to pay for the Society, he would go to town to deposit
money for other women in Gauteng.
[9]
Since the plaintiff
left the matrimonial home in 1998, they never again lived together.
The defendant continued with his career
as a police officer and the
defendant sourced employment cleaning offices and later as a domestic
worker. They earned their respective
livings in Gauteng whilst the
children were in the care of the paternal grandparents in Limpopo.
[10]
The defendant testified
that he supported his children, and the plaintiff by regularly
sending money per telegram. This was confirmed
by Ms S. The defendant
also had the plaintiff and the children registered as dependents on
his medical aid. The children were so
covered until the youngest
child reached the age of 25 years. In 2017, the defendant requested a
copy of the plaintiff’s
identity document, which was needed
from his medical aid. The plaintiff refused to provide a copy to the
defendant and, because
she refused to cooperate, she was then removed
from his medical aid coverage by the medical aid.
[11]
The plaintiff denied
that the defendant provided for her and the children and testified
that this was the reason why she had to
source employment. Mr S
confirmed this. It is, however, difficult to accept his evidence on
this aspect as he was a child at the
time. From his testimony, it
would appear that he, as a man who is 42 years of age, is still
insisting that the defendant should
maintain him. The plaintiff also
failed to obtain a maintenance order against the defendant. This,
coupled with the insistence
of Ms S that the defendant did provide
for his children, makes it highly improbable that the defendant did
not provide as alleged
by the plaintiff.
[12]
The plaintiff conceded
that the defendant paid for their medical aid, but she denied that
they were no longer covered as the children
came of age, and after
she refused to provide the defendant with a copy of her identity
document.
[13]
The defendant, in his
career, mainly resided in the barracks. He does not own immovable
property, and it would appear that the only
substantial asset he has
is vested in his pension fund. It is unclear what the value of the
pension fund is.
[14]
The plaintiff testified
that she bought a stand in Limpopo in 2016 and that she had built a
dwelling on this stand. During cross-examination,
it was divulged
that the plaintiff is the owner of a property situated at No. 4[...]
G[...], Extension 4, C[...] C[...], Johannesburg,
Gauteng. She
testified that it is an RDP house, which she purchased about 12 years
ago without any assistance from the defendant.
The value of the
property was not divulged. The plaintiff did not plea forfeiture of
these two properties from the joint estate.
She seeks a division of
the joint estate.
[15]
The bone of contention
herein is the defendant’s pension fund, which he contributed to
since 1992. He has now retired from
the South African Police Service
after a career spanning 31 years. The defendant testified that
the plaintiff is only entitled
to 3 years of his contributions and
not to 50% thereof. The 3 years are based on the time the couple
lived together as husband
and wife after their civil marriage. For
the remainder of their marriage, the defendant testified that the
plaintiff was not part
of his life and she was not there when he
needed her.
[16]
Interestingly enough,
it was the defendant’s testimony that he phoned the plaintiff
on 16 February 2023 and asked her to take
her identity document to a
police station as it was needed to be scanned for the GEPF. From
this, I deduce that the defendant intended
that the plaintiff be
registered as a beneficiary on his pension fund. When the divorce
summons came, he was taken aback. He testified
that he still loves
the defendant, and the divorce came as a surprise as they are old
people now, and they need to look after one
another.
[17]
On the pension fund, it
was the plaintiff’s testimony that she is not seeking the money
for herself but for her children.
This testimony, considered with the
sequence of events, raises questions as to the motivation behind the
divorce. Is it indeed
the plaintiff that instigated this process for
her benefit, or is there some force behind the election to issue the
summons shortly
after the defendant wanted to register the plaintiff
on his pension fund and the defendant’s retirement? For the
past 25
years, the plaintiff and the defendant each went their way
with no attempts to seek a divorce and suddenly, weeks after the
request
for the plaintiff’s identity document, the summons was
issued.
The law: section 9(1) of the Act
[18]
From
Wijker
it is clear that the following approach must be adopted: the first
step is to determine whether or not the party against whom the
order
is sought will, in fact, be benefited. That will be purely a factual
issue. Once that has been established, the trial court
must
determine, having regard to the factors mentioned in section 9(1) of
the Act, whether or not that party will, in relation
to the other
party, be unduly benefitted if a forfeiture order is not made. Those
factors are:
a.
The duration of the
marriage.
b.
The circumstances which
gave rise to the breakdown of the marriage.
c.
Any substantial
misconduct on the part of either of the parties.
This is a value judgment. These
factors need not be considered cumulatively (
Wijker
at
729D-E).
[19]
If no forfeiture in the
pension fund is granted, the plaintiff will, in fact, be benefitted.
This is a factual issue. The defendant
contributed to his pension
fund for 31 years. The parties lived separate lives and very little
support, if any, was forthcoming
from the plaintiff. In
Engelbrecht
v Engelbrecht
1989
(1) SA 597
(C) the court in dealing with this factual determination
said that:
'Unless the parties (either before
or during the marriage) make precisely equal contributions the one
that contributed less shall
on dissolution of the marriage be
benefited above the other if forfeiture is not ordered.'
I am satisfied that, on
the evidence before me, the above will be the case in this instance.
This, however, is not the end of the
matter.
[20]
The next stage of the
inquiry is a value judgment:
The duration of the marriage
[21]
In terms of customary
law, the marriage commenced in 1987. The defendant commenced
employment in Johannesburg shortly thereafter,
and he would visit the
matrimonial home at monthly intervals. Equally so, the plaintiff
obtained employment. The plaintiff left
the matrimonial home in 1998.
[22]
In effect, the parties
had a marriage for 12 years (1987 to 1998), and they would
occasionaly get to spend some time together as
husband and wife. This
is not the ideal marriage, but it is not uncommon for couples in
rural areas where employment opportunities
are limited and the
husband, and sometimes also the wife, have to seek employment in
bigger cities.
[23]
After the first 12
years of their marriage, and for the past 26 years, they have lived
their separate lives. In effect, the parties
only lived as husband
and wife for about a third of their married lives.
[24]
The plaintiff’s
return to the defendant’s parental home in January 2022, when
her father-in-law passed away, and the
plaintiff assisted the family,
is of no consequence to prove that the marriage indeed lasted for the
total duration thereof.
The circumstances that gave rise
to the breakdown:
[25]
The couple had to face
the reality of raising a family in the rural area of Limpopo as they
were both forced to seek employment
in Gauteng. It is my
understanding that the defendant’s parents took care of the
couple’s children.
[26]
Allegations were made
against the defendant’s apparent infidelity. There is also the
aspect of the last-born child not being
the child of the defendant
and that the plaintiff at one stage went to live with the father of
this child. Nothing much turn on
these allegations as the parties
lived separate lives for 26 years.
[27]
Although not ideal, it
would appear that the couple proceeded with their lives isolated from
each other and they did their best
to earn a living and to provide
for the children.
[28]
The defendant’s
absence from the marital home was not the sole cause of the
breakdown. The allegations that he failed to provide
for his family
are rejected, and as such, this is also not regarded as a
contributing factor to the dissolution of the marriage.
[29]
It would appear that
the parties aligned themselves with the lives they lived until the
reality of a pension fund payout to the
defendant saw the day of
light. This pot of gold at the end of the rainbow seemed to trigger
the plaintiff’s decision to
institute the divorce proceedings.
Substantial misconduct
[30]
It is trite that the
misconduct must be substantial in nature (
KT
v MR
2017 (1) SA 97
(GP) at par 20.7).
[31]
On the evidence before
me, I cannot find that either party, let alone the defendant,
committed substantial misconduct.
Conclusion
[32]
The only ground on
which a claim for forfeiture stands to be considered is the duration
of the marriage.
[33]
The parties were
married by customary law in 1987. That would constitute a marriage of
38 years. As already stated, the couple only
lived together for 12 of
those years, whereafter each of them went their own ways.
[34]
The defendant commenced
contributing to his pension fund in 1992 until his retirement in
2023. For 31
years, he made these contributions. The plaintiff,
having left in 1998, was only part of 6 years of this period of
contribution.
There is no evidence that she in any way made any
contributions towards the plaintiff.
[35]
While it is so that a
marriage in community of property is a universal economic partnership
where the assets and liabilities of
the parties are merged in a joint
estate (see Hahlo & Kahn
The
South African Law of Husband and Wife
5 ed at 157 – 8, referred to in
Wijker
v Wijker
supra at
731D), the enactment of
s 9(1)
of the
Divorce Act contemplates
a
departure from this principle upon the dissolution of a marriage in
defined circumstances (
KT
v MR
at par 20.12)
[36]
In determining whether
a benefit will be undue, the court in
Wijker
also cautioned that
the equitable principle of fairness cannot be used to justify an
order of forfeiture, as it runs counter to
the basic concept of
community of property. The court, without defining what an undue
benefit would constitute, pointed out, however,
that in determining
whether it was undue regard must be had to the three factors set out
in
section 9(1)
, and to which reference has already been made.
[37]
The concept of a
benefit that is 'due' as opposed to 'undue' has been associated with
the duration of the marriage. In
Wijker
the fact that the marriage endured for approximately 35 years
appeared to have been a factor militating against an order for
forfeiture
being granted.
[38]
Accepting as a starting
point that marriages in community of property evidence a universal
economic partnership of spouses, it does
appear that as the marriage
endures the accrual of a benefit that may initially be characterised
as not due is rendered more warranted,
more proportionate and more
appropriate. Thus, in circumstances where the other factors that
relate to substantial misconduct and
the circumstances giving rise to
the breakdown of the marriage are not decisive in determining the
issue, it would appear that
the consideration of a fault-neutral
factor such as the duration of the marriage may well and should
indeed be based on considerations
of proportionality (
KT
v MR
at par 20.18).
[39]
The longer the marriage
the more likely it is that the benefit will be due and proportionate,
and, conversely, the shorter the marriage
the more likely the benefit
will be undue and disproportionate. This is however not a a rigid and
mechanical exercise, as the court
is after all enjoined to make a
value judgment in this regard (
KT
v MR
at par 20.19
and 20.20).
[40]
Considering all of the
above, my view is that the plaintiff will indeed be unduly benefited
if an order for forfeiture is not made.
The defendant solely
contributed to his pension fund. It cannot be ignored that the
plaintiff was part of the defendant’s
life for 6 of the 31
years he made these contributions.
[41]
Under those
circumstances, a partial forfeiture would be justified. It would be
appropriate that the plaintiff be entitled to 20%
of the defendant’s
pension fund.
Costs
[42]
The awarding of costs is in the discretion of the
court. I am of the view that it would be just and equitable for each
party to
bear their own costs.
ORDER:
The following order is made:
1.
A decree of divorce is
issued.
2.
An order:
a.
That the plaintiff
forfeits 80% of her claim to the defendant’s pension interest
in the Government Employees Pension Fund
(“GEPF”) as
administered by GPAA.
b.
That the defendant pays
the plaintiff an amount equal to 20% of the defendant’s pension
interest in the Government Employees
Pension Fund (“GEPF”)
as administered by GPAA, as at the date of divorce when such pension
accrues in respect of the
plaintiff.
c.
The defendant makes an
endorsement in terms of section 7(8)(a)(ii) of the Divorce Act 70 of
1979 (“the Act”) in the
records of the Government
Employees Pension Fund (“GEPF”) as administered by GPAA,
to the effect that an amount equal
to 20% the defendant’s
interest as at the date of divorce, is so payable to the plaintiff.
d.
The defendant will
retain 80% of his interest in the GEPF.
3.
With the exclusion of what has been provided for
in prayer 2 above, division of the joint estate.
4.
Each party to pay its own costs.
MINNAAR AJ
ACTING JUDGE OF THE HIGH COURT
JOHANNESBURG
For
the Plaintiff:
Adv
L Tshigomana instructed by PE Nwafor Attorneys
For
the Defendant:
Adv
V Nyabane instructed by Hlongwane SZ Attorneys Inc
Date of Hearing: 4 – 6 November
2024
Date of Judgment: 7 February 2025
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