Case Law[2024] ZAGPJHC 465South Africa
E.W v S.W (26912/2019) [2024] ZAGPJHC 465 (29 April 2024)
High Court of South Africa (Gauteng Division, Johannesburg)
29 April 2024
Headnotes
by the Applicant from the Respondent, but the Applicant’s erstwhile attorneys also incorrectly advised the Respondent’s attorneys that the contract was:
Judgment
begin wrapper
begin container
begin header
begin slogan-floater
end slogan-floater
- About SAFLII
About SAFLII
- Databases
Databases
- Search
Search
- Terms of Use
Terms of Use
- RSS Feeds
RSS Feeds
end header
begin main
begin center
# South Africa: South Gauteng High Court, Johannesburg
South Africa: South Gauteng High Court, Johannesburg
You are here:
SAFLII
>>
Databases
>>
South Africa: South Gauteng High Court, Johannesburg
>>
2024
>>
[2024] ZAGPJHC 465
|
Noteup
|
LawCite
sino index
## E.W v S.W (26912/2019) [2024] ZAGPJHC 465 (29 April 2024)
E.W v S.W (26912/2019) [2024] ZAGPJHC 465 (29 April 2024)
Download original files
PDF format
RTF format
make_database: source=/home/saflii//raw/ZAGPJHC/Data/2024_465.html
sino date 29 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:
FAMILY – Maintenance –
Variation
–
Alleges
increase in monthly expenses and reduction in income –
Increased expenses do not portray real fixed monthly
expenses –
Failed to show reduction in income – Non-disclosure material
and substantial – Interim maintenance
order granted may have
been different if true status were unveiled – Failed to
establish greater need for an increase
in maintenance due to
non-disclosure of true finances – Application dismissed –
Uniform Rule 43(6).
IN
THE HIGH COURT OF SOUTH AFRICA
(GAUTENG
DIVISION, JOHANNESBURG)
CASE
NUMBER: 26912/2017
1.
REPORTABLE:YES/NO
2.
OF INTEREST TO OTHER JUDGES:YES/NO
3.
REVISED: YES/NO
29
April 2024
In
the application between:
W[...]:
E[...] M[...](born D[…]
B[…])
APPLICANT
and
W[…]:
S[…]
RESPONDENT
JUDGMENT
VAN
ASWEGEN AJ
INTRODUCTION:
[1]
This is a Rule 43(6) application for the
variation of a rule 43 order granted on 12th September 2019
by
Levenberg AJ where the Respondent was ordered to make payment
pendente lite
to the Applicant of:
1.1
Maintenance in the amount of
R30
000.00
per month;
1.2
a
contribution towards the Applicant’s legal costs in the amount
of
R100
000.00
payable
in one lump sum 9 (nine) days of the granting of the rule 43 order
(“the rule 43 order”)
[1]
[2]
The Applicant now seeks the variation of the aforesaid rule 43 order
to seek the following relief
pendente lite
:
“
3.1
Paragraph 1 of the rule 43 order granted by the
Honourable Acting Justice Levenberg dated 12 September 2019 is
hereby
and as from the date of the order granted herein (“the order”),
replaced with the following order:
3.1.1
the Respondent shall maintain the Applicant, pendente lite, by
making payment:
3.1.1.1
To the Applicant directly
into such account nominated by her, without deduction or set off, of
an amount of
R68 170.00
per month, payable on or before the first day
of each month, the first payment being payable within 5 days of date
of the order,
and there aften on or before the first day of each
month following the month in which the order is granted which amount
shall escalate
at a rate of 8% per year, on the anniversary of the
date of this order;
3.1.1.2
of the premiums and slash all
contributions attributable to the membership of the applicant as the
main member of a comprehensive
medical aid scheme, with benefits
comparable to the Executive Plan offered by Discovery Health;
3.1.1.3
of any all medical expenses or portions thereof,
incurred in connection with the application that are
not
discharged or refunded, either wholly or in part,
by any medical
aid scheme including, but not limited
to, medical, dental,
consultative, hospital, surgical, ophthalmic, optometric
(incorporating the costs of spectacles and contact
lenses),
chiropractic, orthodontic, therapeutic (incorporating speech therapy,
hearing therapy, occupational therapy, physiotherapy
and
psychotherapy), psychological, psychiatric, homeopathic,
dermatological, and pharmaceutical expenses by virtue of providing
the applicant with a credit card designated solely for this purpose
in order for the applicant to make payment on request of any
upfront
payments that may be required in this regard;
3.1.2
The Respondent shall make payment of a contribution
towards the applicant’s legal costs in the amount of
R2 700
000.00
in equal instalments of
R270 000.00
per month, the
first payment being due within 7 days from date of this Order and
thereafter on or before the 1st day of each month
following the month
in which the Order is granted;
3.1.3
In the event that the Applicant makes payment of any of the
costs referred to above for which the respondent is liable
in terms
of the Order, the Respondent shall reimburse the Applicant within 7
days of being provided with proof of payment by the
Applicant of such
expense;
3.2
The remaining paragraphs of the Rule 43 Order not
affected hereby remain of full force and effect;
3.3
The Respondent shall make payment of the costs of this
application on the scale as between attorney and client;
3.4
The
Applicant is granted such further and/or alternative relief as the
above Honourable Court may deem fit.”
[2]
CONTEXTUAL
INFORMATION:
[4]
During or about May of
2013
the parties commenced
cohabitation
pursuant to an intimate relationship between them.
[5]
Subsequently they married each other on 24 October 2015 out of
community of property subject to
the accrual system. No children were
born of the marriage.
[6]
During or about 2017 the marriage between
the
parties broke down irretrievably.
[7]
The Applicant commenced divorce proceedings
against the Respondent where in the Applicant sought a
Decree of
Divorce, Rectification of the Ante-nuptial contract, Spousal
Maintenance of
R30
000.00
as
rehabilitative maintenance
for
her monthly maintenance requirements, which amount shall increase
annually by a percentage equivalent to the
increase
in the Consumer Price Index (as issued by the South African
Reserve
Bank) plus 1% (one percent)
.
[3]
[8]
Despite only being married one year and nine
months, litigation between the parties has been ongoing
for a period
of more than six years – this equates to more than three times
the duration of the marriage. During the six-year
time frame the
Applicant had launched two rule 43 applications - in 2017 and in 2019
plus the current rule 43(6) application.
[9]
The first rule 43 application in 2017 was
dismissed as a result of the Applicant’s failure to
make a
proper disclosure of her true financial position.
[4]
[10]
In the second rule 43 application the Applicant
sought maintenance inclusive of medical expenses in an amount
of
R47
672.00
. The Court allowed maintenance of
R30 000.00
and a
contribution towards costs of
R100 000.00
. This order has been
operational for a period of four (4) years.
[11]
Subsequently, however in this application
it
came to light that the Applicant had received the following payments
which she failed to disclose during the second rule 43 application:
11.1
an amount of
R197
638.92
with payment reference
(Mpumalanga show) paid into the Applicant’s FNB check account
on 24 July 2019 – three months
prior to the rule 43 hearing.
11.2
Separate amounts of
R14
712.62
and
R184
600.00
paid into the Applicant’s
Nedbank cheque account with reference “INTOPTIMUMPLIS 6[…]
and
“CAPOPTIMUMPLUS 6[…]” on 7 August 2019
(one month before the Rule 43 application was heard).
11.3
R541 249.89
an
inheritance received on 17 September 2019 – five days after the
rule 43 order.
11.4
Negotiated an employment contract
with YTV on 1 October 2019 less then three weeks after the hearing of
the rule 43 application
and three weeks after the set order was
granted started earning an amount of approximately
R87
300.00
per month gross from the
employment (almost three times the maintenance order which was
granted of
R30 000.00
).
11.4.1
This contract was not only deliberately withheld
by the Applicant from the Respondent, but the Applicant’s
erstwhile attorneys
also incorrectly advised the Respondent’s
attorneys that the contract was:
·
An oral agreement;
·
The Applicant was temporarily contracted;
·
There was no fixed basic salary and
·
The
Applicant was the Acting General Manager.
[5]
whereas
during January 2023 it came to light that:
·
There was a written agreement of employment from 1
October 2019;
·
There was a fixed term contract for 3 years as
from 1 October 2019;
·
There was a fixed salary of $USD 5,000 which
salary escalated by 6% annually plus a housing allowance of BWP5,000
per month and
a cellular phone allowance of BWP1,000 per month plus a
company car.
·
The
Applicant was the General Manager.
[6]
[12]
I am of the firm opinion that the aforesaid
non-disclosures were material, substantial and should have been
disclosed by the Applicant in the second rule 43 application as it
was indicative of her financial situation at the time. The interim
maintenance order granted may have been totally different if the true
status of the Applicant’s true finances were unveiled.
The
Applicant should indeed have been more diligent in making full and
frank disclosure of her income generated through employment
or yet to
be earned. More so even because the first rule 43 was dismissed with
costs for the precise reason that the Applicant
sketched a selective
picture of her finances and neglected to place her true financial
position before the court. Although counsel
for the Respondent
indicated that the aforesaid has no bearing on this case as the
Respondent did not launch a rule 43(6) application,
I beg to differ
in that the Applicant’s litigation stratagem of disclosing
selective evidence to the court is highly relevant
as the court views
such conduct as non-ethical and worthy of censor.
[13]
Murphy J in
Du
Preez v Du Preez
[7]
concerningly remarks on the misstatement of facts or the failure to
disclose fully all material information regarding a party’s
financial affairs. He states that such conduct by an applicant is
fatal and that such conduct must lead to dismissal in rule 43
applications.
[15]
“
However, before concluding, there is another matter
that gives me cause for concern deserving of mention and brief
consideration.
In my experience, and I gather my colleagues on the
Bench have found the same,
there is a tendency for parties
in Rule 43 applications, acting expediently or strategically, to
misstate the true nature of their
financial affairs.
It is
not unusual for parties to exaggerate their expenses and to
understate their income, only then later in subsequent affidavits
or
in argument, having been caught out in the face of unassailable
contrary evidence, to seek to correct the relevant information.
Counsel habitually, acting no doubt on instruction, unabashedly seek
to rectify the false information as if the original misstatement
was
one of those things courts are expected to live with in Rule 43
applications.
To my mind the practice is distasteful,
unacceptable and should be censured. Such conduct, whatever the
motivation behind it, is
dishonourable and should find no place in
judicial proceedings. Parties should at all times remain aware that
the intentional making
of a false statement under oath in the course
of judicial proceedings constitutes the offence of perjury, and
in
certain circumstances may be the crime of defeating the course of
justice. Should such conduct occur in Rule 43 proceedings at
the
instance of the applicant then relief should be denied.
[16}
Moreover, the power of the court in Rule 43 proceedings, in terms of
Rule 43(5), is to “dismiss the application or make
such order
as it thinks fit to ensure a just and expeditious decision”.
The discretion is essentially an equitable one and
has accordingly to
be exercised judicially with regard to all relevant considerations.
A
misstatement of one aspect of relevant information invariably will
colour other aspects with the possible (or likely) result that
fairness will not be done. Consequently, I would assume, there is a
duty on applicants in Rule 43 applications seeking equitable
redress
to act with the utmost good faith (uberrimei fidei) and to disclose
fully all material information regarding their financial
affairs. Any
false disclosure or material non-disclosure would mean that he or she
is not before the court with “clean hands”
and on that
ground alone the court will be justified in refusing relief.”
(my underlining)
[14]
In
C.M.A
v L.A
[8]
Liebenberg
AJ reiterated that there is an obligation on an applicant in rule 43
applications to act with the utmost of good faith
and make full and
frank disclosure of his/her finances. The penalty of non-disclosure
may be as high as the refusal of the application.
In paragraph 25 of
the judgment the following is said:
“
[25]
Whilst every application for maintenance pendente lite must be
decided on its own facts,
certain basic principles have been distilled in the authorities:
[25.1]
There is a duty on an applicant who seeks equitable redress to act
with the utmost good faith, and
to disclose fully all material
financial information. Any false disclosure or material
non-disclosure may justify refusal of the
relief sought
;
[25.2]
An applicant is entitled to reasonable maintenance dependent on the
marital standard of living of the parties albeit that
a balanced and
realistic assessment is required, based on the evidence concerning
the prevailing factual situation;
[25.3]
The applicant’s actual and reasonable requirements, and the
capacity of the respondent to meet such requirements which
are
generally met from income, although, sometimes, inroads on capital
may be justified;
[25.4]
A claim supported by reasonable and moderate details carries more
weight than one which includes extravagant or extortionate
demands,
and similarly more weight will be attached to the affidavit of a
respondent showing willingness to implement his lawful
obligations;
[25.5]
An interim maintenance order is not intended as an interim meal
ticket for a spouse who, quite clearly, will not establish
a right to
maintenance at trial;
[25.6]
A court must be circumspect in arming an applicant with an interim
maintenance order which she is unlikely to achieve at
trial, for
human nature predicts that she will then seek to delay the
finalisation of the action.” (my underlining).
[15]
The Court disapproves and takes a dim view of the Applicant’s
non-disclosure of her real financial status in the second rule
43.
The Applicant had an obligation to act in the utmost good faith, yet
decided to portray a skew picture of her financial reality.
The fact
that the Applicant’s lack of disclosure in litigation has been
reoccurring since the first rule 43, is conduct which
is shameful and
should not be condoned in litigation.
[16]
In adjudicating the rule 43(6) application before
me I must however consider whether the Applicant has established
a
material change in her circumstances in respect of the interim
maintenance and also an inadequacy in respect of the contribution
towards costs. The Applicant’s previous conduct, although
heavily criticized by me, will only bear relevance in my assessment
of the current application if such conduct reappears.
EVALUATION
OF RULE 43(6) APPLICATION:
[17]
The Applicant alleges that there has
been material changes in her financial and/or circumstances which
warrants a reconsideration
and or variation of the second rule 43
order.
[18]
Rule 43(6) of the Uniform Rules of court provides for a change
in circumstances.
“
The
court may,
on
the same procedure,
[9]
vary
its decision in the event of a material change occurring in the
circumstances of either party or a child, or the contribution
towards
costs proving inadequate.”
[19]
Rule 43(6) is strictly interpreted.
[10]
There
must be a
material
change
in circumstances and it is not permissible to seek a re-hearing or a
review of an existing order under the guise of a Rule
43(6)
application, or to appeal the existing order.
[20]
Although
the constitutional court in
S
v S and another
[11]
help that rule 43 should be interpreted expansively, it did not oust
the requirement that an applicant in rule 43(6) applications
must
demonstrate a material change in his/her circumstances.
[21]
The Applicant accordingly has to place sufficient
evidence of both her and the Respondent’s finances (income and
expenses)
before the court in order for the court to assess whether:
21.1
her circumstances call for a substantial increase in maintenance and
21.2
whether the contribution towards costs is inadequate.
[22]
In order for the court to determine whether there was indeed a change
in the applicant’s circumstances
and what the extent thereof is
it is vital for an applicant to make full and frank disclosure of her
finances. It requires of an
applicant to not only disclose the
respondent’s income, but more over to provide the court with a
full and frank exposition
of all her available financial resources or
the lack thereof.
[12]
[23]
The Applicant, who is allegedly requiring
additional monies to maintain herself and to pay her legal fees, has
to demonstrate her
lack of means by fully and frankly disclosing all
components that makes up her financial position. In this way the
Applicant will
ascertain whether the need for financial support
exists or not.
[24]
The test is accordingly a material change in the Applicant’s
finances which culminates in a need to
support. A greater need must
be in existence before the court even has to assess the Respondent’s
ability to maintain. If
no greater need is shown the Respondent’s
ability does not even need to be considered.
[25]
In summary, it is trite that the Applicant has the
onus of showing that there was a change in her finances
which brought
about a material change in her circumstances. In evaluation of a
material change it is important to look at the indicators
of possible
material change.
[26].
The Applicant relies upon material change in circumstances based upon
her alleged:
26.1
increase in monthly expenses;
26.2
the reduction in her income;
26.3
the necessity to be placed on a
comprehensive medical aid;
26.4
the depletion of her assets.
INCREASE
IN MONTHLY EXPENSES:
[27]
The first factor as alleged by the Applicant is an
increase in her monthly expenses.
[28]
The Applicant stated that the increase in her
monthly expenses is due to:
28.1
an increase in living expenses,
28.2
the decrease in the value of money,
28.3
the increase in the costs of many
consumables as well as
her
own medical condition.
[29]
In Annexure
W2
[13]
the Applicant draws a comparison between her expenses as declared in
the previous two rule 43 applications (November 2017 and May
2019)
and the current rule 43(6) application (October 2023). She states
that her current reasonable expenses increased in excess
of
R20
000.00
per
month.
[14]
The Applicant
rightly refers to the increase as a “
dramatic
escalation of her expenses over such period by approximately
R20
000.00
.
”
[15]
[30]
The Applicant states that her reasonable expenses
amount to
R74
670.00
excluding
the provision for her medical expenses. It's however fundamental to
point out that the Applicant states that, “
I
am not necessarily incurring all of the expenses on the said schedule
which represents my reasonable and anticipated monthly expenses
”
.
[16]
The amount in respect of the reasonable expenses is accordingly not a
real, accurate and fixed amount, but encapsulates future
anticipated
expenses not yet undertaken. In this regard reference is made to for
instance the solar upgrade of
R2
400.00
and
a security system of
R1300.00.
[31]
Annexure
SW1
[17]
shows an increase in expenses from
R45
286.69
in
2017 to
R52
436.25
in
2019 and
R74
670.00
in
2023. It also depicts expenses which has significantly increased
since the second rule 43. In this regard I refer to local and
international holidays
R3500.00
in
2019 which has now noticeably increased to local holidays of
R2750.00
and
R7000.00
for
international holidays.
[32]
The Applicant’s bank statements also
indicate that the Applicant spends excessively on for instance
hair/beauty by paying
R9000.00
for skin treatments on 28 July
2023. She also dines out numerous times a month and has weekend
outings.
[33]
In summary, the Applicant’s expenses have considerably and
dramatically increased and do not portrait
real fixed monthly
expenses but are also inclusive of future anticipated expenses which
are yet to be incurred. The Applicant did
therefore not place the
court in a position to evaluate her current reasonable real expenses.
The court is not given an exact breakdown
of the Applicant’s
real fixed expenses, but is rather drawn into a futuristic world with
possible expenses yet to be incurred
or not. This unfortunately
places the court in a predicament when it has to evaluate whether
there was an increase in fixed expenses.
It should not be necessary
for a court to have to decipher and iron out the various expenses
(fixed and anticipated) in order to
establish the Applicant’s
case. An applicant’s case in all rule 43 and 43(6) applications
should be clear and convincing
– his or her expenses should be
set out in concise and definite terms.
[34]
The absence of a definite figure or amount in
respect of the Applicant’s real and true expenses is
indicative
of the Applicant’s portrayal of a reality of increased expenses
which is unreal, as it is inclusive of both future
expenses and
excessive amounts.
[35]
The Respondent states that the Applicant’s expenses only amount
to
R23 220.00
.
[36]
The Applicant has failed to make out a case that she has fixed real
monthly expenses of
R74 670.00.
To the contrary the amount of
R74 670.00
is inclusive of future expenses not yet occurred
and excessive expenses.
REDUCTION
IN APPLICANT’S INCOME:
[37]
The second factor in assessing the material change
is the Applicant’s reduction in income. She states
that her
income has significantly reduced.
[38]
The Applicant states in this application
that
she is in her mid-sixties, unemployed and only receives a rental
income of
R6500.00
per
month gross (
R3
800.00
net).
She states that this is her only source of income.
[18]
[39]
The
Applicant’s financial disclosure form (FDF)
[19]
however indicates that she will receive the following income
amounting to
R61
997.60
for
the next 12 months:
39.1
Rental 20 Roosevelt Cottage
R43 600.00
39.2
Interest on NED Investments
12 000.00
39.3.
Interest on Current Account
100.00
39.4 Rental
Air BnB
6 297.60
[40]
Having regard to the bank-statements disclosed in the Applicant’s
FDF it is clear that the Applicant
did indeed receive income from
employment positions but that she failed to disclosed same on her
FDF.
[20]
The Applicant had
received income from employment for the past 12 months amounting to
R193
969.00
in
total (calculation of net income under Section H: Solid Impact CC net
amount of
R117
810.00
+
YTV net amount of
R75
011.00
+
Kyknet net amount of
R1
148.00
=
R193
969.00
)
[21]
[41]
The Applicant in the second
rule 43 accordingly
obtained an interim maintenance order and a contribution towards cost
order, without placing a true account
of her financial affairs before
that court. She neglected to place information regarding income
generated or to be generated from
employment before the court.
The
Applicant’s estimated total income as per her FDF (
totals of
H to L
) amounts to
R294 835.95
namely
R86 430.70
(income from investments) +
R14 436.25
(annuity) +
R193
969.00
(employment income) and not as alleged only
R100
866.95.
[42]
It is abundantly clear that the Applicant for the
past 12 months has been earning and still is earning more
than a mere
R6 500.00
. Her allegation that she is solely earning
R6
500.00
is devoid of all truth. The Applicant is receiving besides
R30 000.00
as interim maintenance, also rental in respect of
Air BnB
R6 297.60
plus interest on NED investments
R1
000.00
and
R1 000.00
as income from a living annuity.
[43]
In
I
v H
[22]
emphasize is place on the fact that an applicant in rule 43(6)
applications must make full and frank disclosure in respect of
his/her financial circumstances in order to evaluate material change.
“
[
14]
A considered reading of Rule 43(6) suggests to me that, in order to
succeed in demonstrating a material change in circumstances,
one
must make a full and frank disclosure in regard to all of the
numerous and varied elements which make up the broad overview
of the
applicant’s financial situation.
...
in an application under Rule 43(6), the applicant bears the onus of
establishing that a material change has occurred in the
circumstances
of either party or a child, or a previous contribution towards costs
proving inadequate
.
Although that onus is to be considered in
the light of the robust and expedient nature of Rule 43 proceedings,
it is nonetheless
an onus which is to be discharged on a balance of
probabilities.
To
succeed in that endeavour, an applicant must demonstrate, not only
that a change or even a significant change in circumstances
has
occurred but must place sufficient facts before the court to enable
it to determine the materiality of that change in the context
of the
applicant’s broader financial circumstances
.”
[44]
The Applicant did not make a full, frank and
sincere disclosure of her finances in either the rule 43(6)
application or her FDF. Since the inception of the first rule 43
application the Applicant had, it seems, elected to selectively
place
information before the Court. The Applicant also made a deliberate
decision not to place her employment income before the
Court in the
second rule 43. This court takes the Applicant’s financial
non-disclosure or selective disclosure in this application
in an
extremely serious light. A court cannot endorse litigation by a
litigant who distorts the reality and who approaches the
court with
insincerity and dishonesty. Such litigation strategem makes it
impossible for a court to evaluate a case fairly and
justly. The
court can in such circumstances not exercise its discretion based on
the factual reality between the parties, as the
court has been made
aware of the selective financial disclosure which taints the whole
matter in its entirety. A decision made
based on incomplete and
selective financial disclosure will be unjust and will not serve
justice.
[45]
An applicant seeking equitable redress has to act with the utmost
good faith and must make frank financial
disclosure. Material
non-disclosure may justify refusal of the relief sought.
[23]
[46]
The Applicant in this matter has a habit of selective disclosure and
non-disclosure which this court will
not sanction, but it will take
decisive action against such behaviour and will regard the evidence
as being contaminated and inaccurate.
[47]
This court cannot and will not assess the
Applicant’s alleged reduction in income in light of the
Applicant’s stratagem of placing selective evidence before the
court.
[48]
It is obvious from the judgment by Molahlehi J
that the Applicant has litigated in the initial rule 43 application
during 2017 without making frank financial disclosure. Subsequently
in the hearing before me it came to light that the Applicant
also
withheld her employment history and earnings in the second 43
application. What exacerbate matters however is that the Applicant
continued on the path of selective disclosure and non-disclosure in
the current matter before me making it impossible to adjudicate
fairly and justly.
[49]
The Applicant did not satisfy this court in
showing a reduction in income. This court will not evaluate
the
Applicant’s income having knowledge of the fact that the
evidence tendered sketched an imprecise picture of the Respondent’s
income.
NECESSITY
OF COMPREHENSIVE MEDICAL AID:
[50]
The third factor to establish material change is the necessity to
obtain a better medical health plan due
to the Applicant’s
current health status.
[51]
The Applicant further states that she suffers from:
51.1
a degenerative condition in her back which effects
at least five of her vertebrae which results in her administering
painkillers
and being unable to sit for long;
51.2
osteo-arthritis in most of her joints, which
results in cortisone injections every six months and regular
physiotherapy and
51.3
high
blood pressure.
[24]
[52]
She alleges that her health has deteriorated and escalated to the
point where she needs to be registered as a member of a more
comprehensive medical aid plan such as the executive plan offered by
Discovery Health. Reliance is placed on Annexure
W3
.
[53]
Currently the second rule 43 order allows for
interim maintenance in an amount of
R30
000.00
which
includes medical costs in an amount of
R6
826.00
.
[25]
[54]
The Respondent argues that there is no justification for the
Applicant to be placed on the most comprehensive
medical aid scheme
offered by Discovery Health in an amount of
R9 122.00
per
month.
[55]
If one looks at Annexure
W3
Doctor CS van Heerden merely
indicates that the Applicant will require anti-inflammatories. The
Respondent rightly so stated that
the medicines can be obtained over
the counter and are inexpensive. There is further no supporting
evidence which indicates that
the Applicant requires cortisone
injections every six months nor did the reports indicate that the
Applicant requires physiotherapy.
The Respondent also indicates that
high blood pressure can also be controlled with a diet and further
guidance from her general
practitioner.
[56]
The Applicant’s Discovery Essential Core Plan includes,
according to the Respondent, full cover for
in hospital treatment and
specialists, unlimited private hospital cover at any hospital,
unlimited private hospital cover at a
network hospital come out full
cover for chronic illnesses and medication, cover for emergencies
when travelling and cancer cover
up to
R250
000.00
[26]
[57]
The Respondent’s own medical aid contribution also only amount
to
R5
802.00
.
[27]
[58]
I do not consider the Applicant’s current medical status as a
basis underlying and confirming a material
change in circumstances as
the evidence points to the fact that the Applicant’s current
medical plan will allow for her current
needs.
APPLICANT’S
DEPLETION OF HER ASSETS
:
[59]
The Applicant has attached Annexures
W4
[28]
and
W5
[29]
depicting respectively her assets and liabilities as at the date of
the second rule 43 application and currently.
[60]
The depletion of the Applicant’s assets was, the Applicant
alleges due to the payment of her legal
costs and by supplementing
the shortfall between her reasonable monthly expenses and the
maintenance amount paid by the Respondent.
However, she does not
allege or substantiate to whom the monies were paid and when they
were paid.
[61]
During 2015 to 2016 the Applicant stated that she had disposed of two
immovable properties which she owned
and that she received an amount
of
R1 400 000.00
. She alleges that said
amount became depleted by mid 2019 due to living expenses and legal
costs. Despite this allegation there
is no indication that this
amount was utilized as suggested. If the monies were used to pay
legal costs one would have expected
a full disclosure.
[62]
The Applicant also alleges that during 2022 she was forced to
repatriate and deplete an amount previously
held to her credit in an
offshore account with FNB of more or less 5500£. There is also
no proof of this allegation, which
is denied by the Respondent.
[63]
The Applicant’s asset values further do not
correlate with one another. In her Section 7 reply it
is reflected as
R4
598 378.00
,
in her Particulars of Claim it is said to be
R4
219 776.00
and
in the Ante-nuptial Contract she declared the asset value as
R9
700 000.00
.
[30]
Currently, the Applicant now claims a much lower asset value of
R3
600 000.00
(excluding
the Sheffield Property of
R4
000 000.00
)
with investments and savings of
R717
000.00
.
However, the reduction of
R6
000 000.00
in
the Applicant’s assets, remain without any explanation or
clarification.
[31]
The
Applicant yet again elects not to disclose the exact facts.
[64]
Despite the alleged depletion of the Applicant’s assets she
further remains silent as to how she funded
the following:
64.1
the Mustang motor vehicle in an amount of
R350
615.00
;
[32]
64.2
the kitchen renovations in an amount of
R62
220.00
;
[33]
64.3
a loan to daughter in an amount of
R120
000.00
[34]
64.4
an additional motor vehicle in an amount of
R111
500.00
.
[35]
[65]
The Respondent furthermore in Annexure
SW3
[36]
draws a comparison between the Applicant’s assets and
liabilities since 2017 up to now. It is apparent that the Applicant’s
assets have increased with
R4
000 000.00
being
the value of 40% of the Sheffield immovable property.
[66]
The Applicant’s income and asset value and the alleged decrease
thereof remain open to speculation
and without substantiation. It
raises more questions than answers. The Applicant did not take the
court into her confidence. She
made inconsistent and selective
disclosures about her income and expenditure, assets, and
liabilities. She does not approach the
court with “clean
hands”.
[67]
The court cannot assess whether there is a
material change in circumstances without having a detailed and
precise account of the Applicant’s assets and liabilities. If
an Applicant chooses of her own volition to be vague and selective
in
placing evidence before the court without validation of the evidence
such an Applicant must face the risk of dismissal of his/her
application. The Applicant’s litigation strategy of non and
selective disclosure has been re-occurring since the first rule
43 in
2017.
[68]
Having regard to the four factors mentioned here
in above on which the Applicant rely to satisfy her onus
of showing a
material change in her circumstances, it is apparent that the
Applicant misstated
the
true nature of her financial affairs. Murphy J in
Du
Preez v Du Preez
[37]
commented
on the trend in rule 43 applications for parties to exaggerate their
expenses and to understate their income, only then
later in
subsequent affidavits or in argument, having been caught out in the
face of unassailable contrary evidence, to seek to
rectify same. He
also stated that the practice is distasteful, unacceptable and should
be censured. Such conduct, whatever the
motivation behind it, is
dishonourable and should find no place in judicial proceedings. The
sanction for such conduct in Rule
43 proceedings at the instance of
the applicant should be a dismissal of the relief sought.
[69]
I am of the firm persuasion that the Applicant in
the first and second rule 43 applications and the current
rule 43(6)
application clearly had a litigation strategy of placing only
selective evidence before the court in pursuance of the
relief which
she sought. The judgment granted by Mohlahlehi J drew the Applicant’s
attention to the fact that full and frank
financial disclosure should
be made in all rule 43 applications and that the penalty for non-
disclosure was a dismissal of the
application. Yet, despite the
dismissal of the first rule 43 application, the Applicant in the
second rule 43 also elected not
to make a full disclosure. This only
came to light in the hearing before me along with other material non-
disclosures in the current
rule 43(6) application.
[70]
The Applicant’s conduct as aforesaid has
only one result namely placing the court in a position where
it
cannot evaluate the material change in circumstances. The court’s
awareness of the Applicant’s material non-disclosures
and her
habit of selectively placing evidence before the court, leaves the
court with no other option as to penalize the Applicant.
[71]
The Applicant had to satisfy the court that she has a greater need in
respect of maintenance
pendente lite
based upon a material
change in her circumstances. The Applicant however failed to
establish a greater need for an increase in
maintenance, because of
the non-disclosure of her true finances. The court is therefore
unable to adjudicate the maintenance claim
in a just and fair manner.
The Respondent’s ability to pay does not have to be assessed if
the Applicant fails to establish
a greater need.
[72]
The Applicant’s relief in respect of a greater amount of
maintenance
pendente lite
is accordingly dismissed.
[73]
I now wish to discuss the impact of the Respondent’s
non-disclosure of her true income, assets and
liabilities and
finances on the contribution towards costs.
INADEQUACY
OF CONTRIBUTION TOWARDS COSTS
[74]
The Applicant alleges that the contribution towards the legal costs
in an amount of
R100
000.00
is
insufficient and that she had already incurred costs in the region of
approximately
R2
000 000.00
.
[38]
As at date of the second rule 43 order the Applicant had outstanding
legal fees of
R215
725.00
.
The
R100
000.00
was
paid the Applicant alleges to her erstwhile attorneys.
[75]
Neither the Applicant’s FDF nor the rule 43(6) application
validate the aforesaid allegation of payment.
There are no invoices
or statements of account which indicate when, to whom and in respect
of what work these expenses were incurred.
[76]
The Applicant must have known that she had to disclose and
substantiate payments made to any of her attorneys to prove an
inadequacy to pay her legal costs.
[77]
These parties have, as alluded to here in before,
been litigating for more than six years on a mere one
year and nine
months’ marriage out of community of property inclusive of the
accrual with no children.
[78]
The Respondent did put forward a
with
prejudice
offer
which the Applicant rejected.
[39]
[79]
The Applicant alleges that the Respondent has
spent
R4 923 339.00
on legal costs. The Respondent did not
deny it, but also did not mention an amount.
[80]
The Applicant suggests a contribution towards costs of
R2
700 000.00
[40]
which is more than double her litigation costs over a six-year time
frame. This amount is ludicrous having regard to the fact that
the
Applicant alleges that she has spent
R2
000 000.00
on
litigation over more than 6 years.
[81]
The Applicant alleges that she has proven that the contribution
towards costs is inadequate because of the
following:
81.1
the divorce action has been ongoing for approximately six years;
81.2
pleadings have been exchanged;
81.3
there has been extensive discovery in the divorce
action;
81.4
there have been numerous interlocutory applications.
[82]
The Applicant’s proposed future bill of
costs by Mr. Ray Vaughn Gertzen reflects
R2
700 000.00
as
a contribution towards costs. However, it is not confirmed by him
under oath.
[41]
[83]
The Respondent has also obtained an assessment of the Applicant’s
proposed bill of costs from a cost
consultant – Mr. Hennie
Rosslee - who alleges that the legitimate costs should be no more
than
R428
055.35
.
[42]
There is also no confirmation by Mr. Rosslee.
[84]
It is an established principle that both parties are entitled to
litigate on the same scale commensurate
with the means of the parties
during the subsistence of the marriage.
[43]
[85]
In an application for a contribution towards costs in terms of rule
43(6) the Applicant should therefore
make out a case that she has to
incur various expenses in preparation for trial and does not have the
necessary funds to incur
those expenses.
[86]
The
claim for a contribution towards costs in a matrimonial suit
is
sui
generis
.
It has its origin in Roman Dutch procedure and has been sanctioned
through many decades.
[44]
[87]
The basis of the claim is the duty of support the spouses owe each
other.
[45]
[88]
The manner of assessment of quantum of the contribution towards cost
dealt with in the case of
Van Rippin
(
supra
)
at page 639 is the following:
"
The quantum which
an applicant for a contribution towards costs should be given is
something which is to be determined
in the discretion of the Court.
In the exercise of that discretion the Court should, I think, have
the dominant object in view
that
having regard to the
circumstances of the case, the financial position of the parties and
the particular issues involved in the
pending litigation the wife
must be enabled to present her case adequately before the Court.
In any such assessment the question of essential disbursements
must necessarily be a very material factor
." (my
underlining)
[89]
In this application the Applicant should at least have set out the
following allegations:
89.1
the nature and extent of the Applicant’s assets and
liabilities;
89.2
where the Applicant is possessed of assets explain why such assets
cannot be utilized to fund the litigation;
89.3
if the Respondent has made a previous contribution towards costs the
Applicant should explain how such funds
were utilized.
[90]
In this matter the Applicant has failed to set out her assets and
liabilities in a clear and precise manner.
The Applicant also failed
to explain to whom the
R100 000.00
contribution was paid. Not
only is her income questionable and not all disclosed, but so also
the value of her assets. The Applicant
neglected to explain the
deterioration in asset value and the different asset values mentioned
in the Section 7 notice, the Ante-nuptial
contract, and the Rule 43
and 43(6) applications.
[91]
The non-disclosure of the Applicant’s finances also infiltrates
the evaluation of the inadequacy of
the contribution towards costs.
[92]
The sanction for not disclosing exact and real figures
and placing selective evidence before court can only result
in
dismissal of the relief sought. The reason being that the court
cannot exercise its discretion in a just and fair manner when
all
relevant information is not before it.
[93]
I accordingly find that the Applicant has failed to establish
a greater need and an inadequacy due to non-disclosure of her total
and real financial circumstances. The application is dismissed.
[94]
The litigation in this matter seems to span
endlessly and spiraled over more than 6 years. Various applications
have been brought
namely two rule 43 applications, a rule 43(6)
application and other interlocutory relief which are all costly. The
only fraternity
gaining from this litigation seems to be the legal
fraternity.
COSTS:
[95]
In not making full and frank disclosure of the Applicant’s
finances, the Applicant has affected the
adjudication of this matter.
[96]
It is critical for an applicant in a rule 43(6)
application to act with the utmost good faith.
[97]
The Applicant in this matter had the onus of satisfying the court
that her current circumstances, which were
not prevailing at the time
of the initial contribution order or maintenance order, necessitated
the court to order a greater maintenance
and contribution to costs
order.
[98]
Accordingly, the Applicant had to do place sufficient facts before
the court to empower the court to determine
the materiality of the
change in the context of the Applicant’s financial
circumstances.
[99]
In order to establish the Applicant’s need she had to make full
and frank disclosure of both the Respondent’s
and her finances.
She therefore had to give the court a look into all her financial
resources.
[100]
It is apparent that the Applicant employed a litigation stratagem of
non- disclosure or selective disclosure of her
true financial
position since the first 43 application which trailed through to the
second rule 43 and now the current application.
[101]
Despite Molahlehi J ‘s judgment in the first rule 43 dismissing
the rule 43 with costs and referring to the non-disclosure
of facts
the Applicant elected to persist with her non-disclosure of her
financial circumstances in the second rule 43. Although
this only
came to light in the current application and the Applicant’s
counsel argued that it did not play a role when the
court evaluates
the current application, I am of the firm view that the Applicant’s
lack of, or selective disclosure of her
true financial circumstances
does have a significant bearing on the evaluation of this
application. More so even when the Applicant
in the current
application also continues to place selective evidence before the
court.
[102]
This Applicant clearly is inclined
to misstate the true nature
of her financial affairs to pursue the relief sought. The litigation
stratagem of selective financial
disclosure is visible throughout the
rule 43 history in this matter.
[103]
This court will not sanction and endorse the Applicant’s
selective disclosure of evidence throughout, but will
penalise the
Applicant for her recurrent behaviour.
[104]
I accordingly find that the application is dismissed with
costs of two Counsel.
Delivered:
This judgment was prepared and authored by the Judge whose name is
reflected on 29 April 2024
and is handed down electronically by
circulation to the parties/their legal representatives by e mail
and by uploading it
to the electronic file of this matter on
CaseLines. The date for hand-down is deemed to be h00 on 29 April
2024
S
van Aswegen
Acting
Judge of the High Court,
Johannesburg
APPEARANCES:
For
the Applicant:
Adv M Haskins SC
Instructed
by:
Steve
Merchak Attorneys
For
the Respondent: Adv L Segal
SC
Adv K
Mitchell
Instructed
by:
Ellis Coll
Attorneys
[1]
016-13;
[2]
016-1
to 016-4
[3]
0001-30;
[4]
SW
11 016-233 to 016-238
[5]
SW8.2016-216
[6]
016-202
to 016-208
## [7](16043/2008)
[2008] ZAGPHC 334 (24 October 2008\
[7]
(16043/2008)
[2008] ZAGPHC 334 (24 October 2008\
[8]
[2023] ZAGPJHC 364 (24 April 2023) at [25].
[9]
In other words, the procedure in Rule 43(2) and (3).
[10]
Jeanes
v Jeanes
1977
(2) SA 703
(W) 706F;
Grauman
v Grauman
1984
(3) SA 477 (W)
480C;
Micklem
v Micklem
1988
(3) SA 259
(C)
262E–G;
Maas
v Maas
1993
(3) SA 885
(O)
888C;
Greenspan
v Greenspan
2001
(4) SA 330
(C)
335E–F
[11]
[2019]
6 SA 1 (CC)
[12]
P.E.O.I
v W.A.H (97132/16) [2021] ZAGPPHC 60
[13]
016-190
[14]
Par
25 016-14
[15]
Par
25 016-14
[16]
Par
70 016-30
[17]
016-193
[18]
Par
47 016-22
[19]
016D-21
[20]
016D-23
[21]
016D-17
[22]
I v H (97132/16) [2021] ZAGPPHC 60 (3 February 2021).
[23]
CMA
v LA [2023] ZAGPJHC 362 (24 April 2023) at [25]
[24]
016-16
Par 35.1
to 35.3
[25]
016-142
Par 40.
[26]
Par
35 016-140
[27]
Par
40 016-141 to 016-142
[28]
016-70
to 016-71
[29]
016-72
to 016-73
[30]
003-33
[31]
Par
405 016-142
[32]
Par
46.1 016-143
[33]
Par
46.2 016-143
[34]
Par
46.3 016-143
[35]
Par
46.4 016-143
[36]
016-196
## [37]Du Preez v Du Preez (16043/2008) [2008] ZAGPHC 334 (24 October 2008)
[37]
Du Preez v Du Preez (16043/2008) [2008] ZAGPHC 334 (24 October 2008)
[38]
Par
41 016-18
[39]
SW4
016-199
[40]
W9.1
016-81
[41]
016- 96 to 016- 97.
[42]
SW10
016-222
[43]
Dodo
v Dodo 1990(2) SA 77 W
[44]
Van
Rippin v Van Rippin
1949
(4) SALR 634
(C)
[45]
Chamani
v Chamani
1979 (4) SA 804 (W)
at 806F–H).
sino noindex
make_database footer start
Similar Cases
E.T v S.T (2024/066890) [2024] ZAGPJHC 873 (16 September 2024)
[2024] ZAGPJHC 873High Court of South Africa (Gauteng Division, Johannesburg)100% similar
E.G v M.G (2023-076058) [2024] ZAGPJHC 252 (11 March 2024)
[2024] ZAGPJHC 252High Court of South Africa (Gauteng Division, Johannesburg)100% similar
E.S v J.S (2011/19961) [2024] ZAGPJHC 156 (19 February 2024)
[2024] ZAGPJHC 156High Court of South Africa (Gauteng Division, Johannesburg)100% similar
E.S v J.H.C.S (2022/17221) [2025] ZAGPJHC 275 (13 March 2025)
[2025] ZAGPJHC 275High Court of South Africa (Gauteng Division, Johannesburg)100% similar
M.T v E.T (8197/2018) [2024] ZAGPJHC 578 (20 June 2024)
[2024] ZAGPJHC 578High Court of South Africa (Gauteng Division, Johannesburg)100% similar