Case Law[2024] ZAGPJHC 655South Africa
Senzela v Passenger Rail Agency of South Africa (2019/22964) [2024] ZAGPJHC 655 (11 July 2024)
High Court of South Africa (Gauteng Division, Johannesburg)
11 July 2024
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 655
|
Noteup
|
LawCite
sino index
## Senzela v Passenger Rail Agency of South Africa (2019/22964) [2024] ZAGPJHC 655 (11 July 2024)
Senzela v Passenger Rail Agency of South Africa (2019/22964) [2024] ZAGPJHC 655 (11 July 2024)
Download original files
PDF format
RTF format
make_database: source=/home/saflii//raw/ZAGPJHC/Data/2024_655.html
sino date 11 July 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
IN
THE HIGH COURT OF SOUTH AFRICA
GAUTENG
LOCAL DIVISION, JOHANNESBURG
1.
REPORTABLE: NO
2.
OF INTEREST TO OTHER JUDGES: NO
3.
REVISED.
11
July 2024
CASE
NO.: 2019/22964
In the matter between:
SENZELA
,
SIVUYILE
Plaintiff
(Identity
number 8[…])
And
PASSENGER
RAIL AGENCY OF SOUTH AFRICA
Defendant
JUDGMENT
HARDY
AJ:
1.
On 22 May 2019, the Plaintiff was shoved by the
crowd from the open doors of a moving train, which was owned by and
under the control
of the Defendant, due to the negligence of the
Defendant’s employees.
2.
On 03 July 2019, the Plaintiff instituted action
against the Defendant seeking to recover damages of R2 000 000,00
(R500 000,00
loss of earnings; R500 000,00 future medical
expenses; R1 000 000,00 general damages) from the Defendant
for damage
suffered by him due to the negligence of the Defendant’s
employees.
3.
On 22 May 2020, the Defendant’s plea sought
the dismissal of the Plaintiff’s claims against it pleading
that no such
incident as alleged by the Plaintiff had occurred; that
if such incident had occurred, then the Defendant’s employees
had
not been negligent (alternatively, that the Plaintiff’s own
negligence had been the cause of his damage or contributed to
his
damage); and that it was not liable to the Plaintiff in the amount
claimed or any other amount.
4.
On 11 February 2021, the parties agreed at their
first pre-trial conference that the issues of liability and quantum
should be separated.
5.
On 05 May 2021, the Plaintiff amended his
Particulars of Claim regarding the quantum of his claim –
increasing it to R2 500 000,00
(R1 000 000,00
loss of earnings; R500 000,00 future medical expenses;
R1 000 000,00 general damages).
It does not appear to me
that the Defendant consequently amended its plea.
6.
On 24 May 2021, Fisher J granted an order
separating the issues of liability and quantum and certified the
issue of liability as
trial ready.
7.
On 04 October 2021, the trial on the issue of
liability commenced before Meersingh AJ. The matter was heard over
five days to 08
October 2021 and postponed (whilst the Plaintiff was
being re-examined) to 06 December 2021 for the continuation of the
trial.
8.
On 26 October 2021, the Plaintiff again amended
his Particulars of Claim regarding to the extent of the injuries
suffered by him.
It does not appear to me that the Defendant
consequently amended its plea.
9.
On 10 December 2021, following the completion of
the trial on the issue of liability, Meersingh AJ ordered that the
Defendant was
100% liable for the Plaintiff’s proven damages
(as well as for the costs up to that date).
10.
On 06 July 2022, Ismail J granted an order
compelling the Defendant to attend a pre-trial conference for the
issue of quantum; and
compelling the Defendant to deliver the notices
necessary to identify the experts on whom it intended to rely (and to
whom the
Plaintiff had to present himself for inspection).
11.
On 06 September 2022, following the Defendant’s
failure to comply with the order of 06 July 2022, Thupaatlatse AJ
granted
an order compelling the Defendant to attend a pre-trial
conference on 14 September 2022; and prohibiting the Defendant from
calling
any expert witnesses to testify on its behalf.
12.
At that pre-trial conference, the Defendant
agreed to admit into evidence the reports of the experts (orthopaedic
surgeon, occupational
therapist, industrial psychologist, and
actuary) the Plaintiff intended to rely on but stipulated that these
experts still had
to testify so that they could be cross-examined on
behalf of the Defendant. The parties further agreed that the only
issues to
be determined at the quantum trial was whether the
Plaintiff had suffered damage to be compensated under the claims for
loss of
earnings, future medical expenses, and general damages; and
if so, the amount of damages incurred under each of these claims.
13.
On 03 April 2023, the Plaintiff gave notice that
he intended to amend his Particulars of Claim regarding the quantum
of his claim
yet again – increasing it to R4 217 748,00
(R2 517 748,00 loss of earnings; R700 000,00 future
medical
expenses; R1 000 000,00 general damages).
14.
This
amendment was effected on 25 April 2023. It does not appear to me
that the Defendant consequently amended its plea.
15.
This was the state of the pleadings when the
trial on the quantum claim was scheduled to be heard on 30 May 2023.
16.
On 10 May 2023, the parties held their final
pre-trial conference. The Defendant clearly set out that the
Plaintiff was required
to prove all aspects of his quantum claims –
the Defendant was still disputing every aspect of the quantum claims.
17.
In summary, the Defendant had denied liability to
the Plaintiff for any and all damages suffered by the Plaintiff as a
result of
the negligence of the Defendant’s employees.
18.
The Plaintiff was thus required to satisfy the
court at this trial on a balance of probabilities that he had
incurred damage under
each of his three claims; and if so, the
quantum of these claims.
19.
In essence, what are the Plaintiff’s proven
damages?
ADMISSION
OF EVIDENCE ABOUT SETTLEMENT OF ROAD ACCIDENT FUND CLAIM
20.
On Monday 29 May 2023, the day before the
scheduled commencement of the trial, the Defendant served notices on
the Plaintiff indicating
that the Defendant wished to use further
documents at the trial.
21.
These documents comprised the court file in the
matter between the same Plaintiff (represented by a different
attorney than in this
action) and the Road Accident Fund (“RAF”)
under case number 2018/35763 in this court; and screenshots from the
RAF
showing settlement of that entire action (loss of earnings,
future medical expenses, general damages).
22.
The RAF court file (as contained on CaseLines and
bearing its page numbering) comprised the summons, return of service,
plea, discovery,
notices calling for the Plaintiff to present himself
for medical inspections, expert notices, and reports on behalf of the
Plaintiff,
as well as a notice of removal from the trial roll of 24
November 2022. The expert reports on behalf of the Plaintiff were
those
of an orthopaedic surgeon (Dr Schnaid), a neurosurgeon (Dr
Segwapa), an occupational therapist (Ms Khwela), a clinical
psychologist
(Ms Mokoena), an industrial psychologist (Mr Tsiu of
Affinity) and an actuary (B. Harris of Gerard Jacobson Consulting
Actuaries).
23.
This notice was followed by an unsigned discovery
affidavit on behalf the Defendant making discovery of the same
documents on 30
May 2023; and followed by the deposed discovery
affidavit on 31 May 2023.
24.
The Plaintiff, also by notice on 29 May 2023,
objected to the use of these documents by the Defendant. The reasons
set out in his
notice for his objection relate to the use of the
documents where the Plaintiff alleges they are irrelevant because
they relate
to a different case and do not accord with the
Defendant’s plea; and further that notice was given so late as
to prejudice
the Plaintiff in his preparation for trial.
25.
This meant that the trial commenced on 31 May
2023 (when a judge became available) with an application from the bar
by the Defendant
to permit the use at trial of the documents set out
above.
26.
The Defendant explained that the documents had
only been made available to it by the RAF shortly before it served
its notice indicating
that it wished to use the documents, despite
earlier attempts to obtain same being ignored by RAF staff. The
Defendant asserted
that these documents were effectively discovered
by it as soon as possible in the circumstances – which should
be weighed
against the personal knowledge that the Plaintiff must
have had of the RAF settlement as recently as 19 April 2023; and the
Plaintiff
(and his legal representatives) being aware that he had
been cross-examined extensively about his RAF claim during the
liability
part of the trial.
27.
The Defendant submitted that these documents are
highly relevant as they indicated some duplication of the damages
currently claimed
in this action – especially loss of earnings
and some future medical expenses – which would have to be put
to the Plaintiff’s
expert witnesses during their
cross-examination by the Defendant. Furthermore, the orthopaedic
surgeon, Dr Schnaid, was the same
expert in both matters and could
easily comment on his own earlier report. The Plaintiff had relied on
all the expert reports in
the RAF matter to secure his settlement of
that claim and could not now distance himself from them if they
tended to show a duplication
in the current action.
28.
The Plaintiff submitted that the use of these
documents should not be permitted. The Plaintiff submitted that
allowing the use of
these documents overrode strict compliance with
the rules of court, practice manual and directives that required a
matter to be
certified trial ready before the commencement of a
trial. The Defendant had claimed it was trial ready, but was now
coming up with
a different defence – not pleaded – very
late in the day. The Plaintiff submitted that he would be grossly
prejudiced
as he would now have to run his case in a manner different
to what he had prepared for if the documents were allowed.
29.
The Plaintiff submitted that the opinions of
expert witnesses in another action, who would not be testifying in
this action, would
now be placed before the court – where the
Defendant was clearly trying to work around the court-ordered
prohibition on calling
its own expert witnesses.
30.
The Plaintiff also questioned the authenticity of
the documents as they originated from a third party and had not been
under the
control of the Defendant.
31.
It was apparent to me that if the Defendant
wished to introduce the documents only for the purpose of showing how
other claims for
loss of earnings and future medical expenses settled
in favour of the Plaintiff amounted to a duplication of his claims in
this
action, then the documents would be highly relevant to the
current quantum dispute. It is trite to state that relevance is a
fundamental
consideration in determining whether any evidence is
admissible in court.
32.
The Defendant’s plea was also broad enough
to accommodate this defence – as it had put the Plaintiff to
proving every
aspect of its quantum claim on a balance of
probabilities.
33.
If the Defendant wished to introduce the document
for any other reason, such as trying to bind the court to the opinion
of an expert
who was not before the court, then I would not be able
to find that the documents were relevant and would not be able to
permit
their use.
34.
I was not concerned about questions of
authenticity at that stage – documents forming part of a court
file (public record)
would be ordinarily be admissible if they were
true copies of that court file (in this instance every page of the
expert reports
from the RAF action bore two sets of CaseLines page
numbering – their original numbering and the numbering in this
action);
and if the parties could not agree on the status of the RAF
settlement documents, then a witness able to authenticate same would
need to testify on the issue.
35.
Despite the Defendant have discovered these
documents so late in the day, it could never have been a total
surprise to the Plaintiff.
He must have had personal knowledge of the
terms of his settlement with the RAF, even if he did not relay same
to his legal representatives
in this action. His legal
representatives did know about that action - it had been introduced
during the cross-examination of the
Plaintiff during the liability
portion of the trial and I could see that the accident report and
hospital discharge form in that
matter had been uploaded to CaseLines
on 07 October 2021 (day four of that leg of the trial). It would have
been relatively simply
for them to have followed up on the issue with
the Plaintiff. In short, I was aware that the settlement of the RAF
claim was information
that fell peculiarly within the Plaintiff’s
knowledge and should have been raised by him – rather than
sitting back
and waiting for the Defendant to establish this on their
own.
36.
Nevertheless, I was concerned by the Plaintiff’s
submission of gross prejudice in that he would have prepared to
conduct the
quantum trial differently had he been aware that these
documents would be used in the trial.
37.
I accordingly ruled that the documents could be
used by the Defendant in the trial only for the purpose of attempting
to show duplication
in the claims before this court; and that the
matter would be postponed if the Plaintiff so wished to deal with any
prejudice that
he was suffering as a result of the late discovery by
the Defendant and subsequent acceptance thereof by this court on the
limited
ground of duplication.
38.
The Plaintiff then indicated that he did not wish
the matter to be postponed and would be calling his first witness
immediately.
39.
The Plaintiff was clearly dissatisfied with my
ruling. His counsel challenged the ruling continuously throughout the
balance of
the trial – almost every time questions were put to
his witnesses on any of the documents admitted under this ruling; and
even challenged that the Defendant had called a witness from the RAF
to authenticate its documents and explain their meaning and
effect.
40.
I am accordingly setting out the reasoning for my
ruling in a bit more detail in this judgment.
41.
Relevance is the cornerstone for admissibility.
Relevance is determined by reference to the pleadings. The Defendant
has put the
Plaintiff to the proof of every aspect of its quantum
claimed. In these circumstances, any evidence showing a duplication
of claims
is relevant and of high probative value. The probative
value of the relevant evidence to be admitted must outweigh any
procedural
prejudicial effect to the Plaintiff (preparation time in
this quantum action) – if this is the case, then it does not
matter
that the relevant evidence may impact on the substance of the
Plaintiff’s claim. Any evidence showing that the Plaintiff’s
claims may be inflated is thus relevant and should be admitted at
trial – which must be distinguished from the weight, if
any,
that will be accorded to it at the end of the trial when determining
the appropriate order to be made on consideration of
all the evidence
before the court.
42.
The late discovery of the documents does not
automatically put an end to their use at trial as submitted by the
Plaintiff. Rule
35(4) sets out that if discovery has not been made in
terms of the Rule (which includes timeous discovery), then the court
may
grant leave to use the documents on such terms and conditions as
it may deem appropriate. The court should only grant such leave
if
the documents are relevant, there will be no prejudice to any party
and the defaulting party has satisfactorily explained its
failure to
comply with the Rule.
43.
As set out above, the documents appear to be
relevant, prejudice was addressed and the Defendant explained that it
discovered the
documents as soon as it came into possession of them.
At no stage has there been any satisfactory explanation for why the
Plaintiff
did not disclose the RAF documents that would have been
peculiarly within his knowledge, rather than the Defendant’s
knowledge.
44.
Furthermore, even if the Defendant had not
attempted to make its late discovery, but the documents came to the
attention of the
court during the quantum trial, it could of its own
volition have ordered the Plaintiff to make discovery of such
documents in
terms of Rule 35(11) and dealt with those documents as
it deemed appropriate.
45.
The authenticity of the documents was partially
apparent at the time – contents of the RAF court file could be
authenticated
under either
section 34
of the
Superior Courts Act 10
of 2013
or under section 18(1) of the Civil Proceedings Evidence Act
25 of 1965 for accepting court/public records – RAF documents
could be authenticated by a suitable witness (and were subsequently
so authenticated).
46.
Ultimately, although this was only known at the
end of the trial, the Plaintiff did not dispute the authenticity or
contents of
any of the documents discovered late by the Defendant –
it only disputed the weight to be accorded by the court to their
contents insofar as they dealt with any alleged duplication of the
Plaintiff’s quantum claims.
EVIDENCE
LED AT THE QUANTUM TRIAL
DR
EDWARD SCHAID (ORTHOPAEDIC SURGEON)
47.
Dr Schnaid’s export report sets out that he
examined the Plaintiff on 25 March 2022. His study of the Plaintiff’s
hospital
records and discussions with the Plaintiff indicated that
the Plaintiff had suffered a fracture of his left tibial plateau and
left fibular head as well as soft tissue damage to his lumbar spine
on 22 May 2019. This was treated by surgery, physiotherapy,
and
occupational therapy. He records that the Plaintiff suffers from
diabetes, hypertension and previously fractured right tibia
and
fibula from a motor vehicle accident on 20 December 2013. The
Plaintiff currently suffers from ongoing pain and is physically
restricted – due to decreased movement in his left knee and
restricted lumbar movement, the Plaintiff cannot walk far, cannot
run, cannot stand or sit for long, cannot lift or carry heavy
objects. These physical restrictions make him unable to do any
physical
work (the Plaintiff battles with household chores) and this
will not improve much even after future surgical intervention to
improve
his situation. The Plaintiff will require surgery at least
three more times to remove the tibia fixatives, replace his left knee
(and adjust it at 10-yearly intervals), and fuse his lumbar spine if
physiotherapy is not effective (and it has not been to date).
Each of
these surgeries will need to be followed by further physiotherapy and
occupational therapy. He concludes that there will
not be a good
outcome for the Plaintiff even if all this treatment is received. The
Plaintiff will always suffer severe pain and
experience restricted
physical movement. He estimates that the cost of the future treatment
he recommends to be in the region of
R485 000,00, inclusive of
R180 000,00 for the lumbar fusion.
48.
Dr Schnaid testified on 31 May 2023 on behalf of
the Plaintiff. In his examination in chief, he confirmed all material
aspects of
his expert report.
49.
In cross-examination of Dr Schnaid, he agreed
that he had prepared an expert report for the RAF claim after having
examined the
Plaintiff on 17 September 2018 (which I note is prior
the 22 May 2019 incident giving rise to the present action). He tried
to
avoid answering any questions about the report on the basis that
it was more than two years old, but had to concede that his RAF
opinion was correct at the time that it was written. The RAF report
recorded that the Plaintiff had suffered a head injury, fractured
right tibial plateau and soft tissue injury of the cervical spine.
Although no injury to the lumbar spine was suffered directly,
the
Plaintiff was suffering pain because of strain to the lumbar area
resulting from the abnormal loading of the lower right leg
(which was
injured directly) and would require a lumbar fusion in middle age. Dr
Schnaid concluded that the Plaintiff would be
unable to be employed
in any capacity in the future that required physical work. The focus
of his cross-examination was the lumbar
fusion suggested by him, the
inability to be employed for physical work, and the pain and loss of
amenities of life experienced
by the Plaintiff. Dr Schaid conceded
that the lumbar fusion was needed for each set injuries to the
Plaintiff and that its costs
should be split equally between the RAF
and Defendant having regard to the fact that it had not yet been
performed; that the Plaintiff’s
inability to be employed for
physical work existed before the current claims; that the Plaintiff
would now have suffered about
the same amount of pain as from the
previous injuries, but that the loss of amenities of life was far
worse as the second set of
injuries compounded the consequences of
the first set of injuries.
50.
The re-examination of Dr Schnaid confirmed that
the Plaintiff will experience a more severe loss of amenities of life
in the current
claim than in the RAF claim as he now no longer had
any “good” leg to compensate for a “bad” leg.
MS
NOMBULELO MKOSI (OCCUPATIONAL THERAPIST)
51.
Ms Mkosi’s expert report sets out that she
examined the Plaintiff on 05 April 2022. She reports injuries,
treatment, prior
history, and current status about the Plaintiff that
are materially the same as reported by Dr Schnaid. Specifically, Ms
Mkosi
notes that the Plaintiff limps quite badly – a difficult
situation when it takes 10 minutes to walk to the nearest shop and
20
minutes to walk to the nearest taxi stop. Her report sets out the
range of physical tests she conducted with the Plaintiff,
the results
thereof and concludes that he will only be capable of performing
sedentary work in the future. Her biggest concern
in this regard is
that the Plaintiff has no skills for sedentary work having only
completed Grade 11 and only having work experience
in the light to
medium physical work segment of security guarding. Her report lists a
variety of physical assistive devices for
the Plaintiff (from
enabling better physical comfort with his injuries when resting to
enabling him to perform daily tasks with
more ease) that would cost
R23 480,00 once-off and needing replacement every 5 to 15 years
depending on the particular device.
She finally concludes that the
Plaintiff faces a poor outcome even after he has received all the
necessary future treatment and
assistance.
52.
Ms Mkosi testified on 31 May 2023 and 01 June
2023 on behalf of the Plaintiff. In her examination in chief, she
confirmed her expert
report in all material respects and emphasised
the physical restrictions on the Plaintiff’s ability to move
his body and
lift weights more than four kilograms that she observed
from exercises conducted with him. This poses a particular difficulty
for
the Plaintiff as his home requires him to walk to a communal
toilet and to carry water from a communal JoJo tank to his own home.
53.
The cross-examination of Ms Mkosi was done by
reference to the expert report of Ms Relebogile Khwela (an
occupational therapist
who examined the Plaintiff on 12 August 2020)
in the RAF claim. Many questions were put to Ms Mkosi about how the
other report
focused on the right leg and her report focused on the
left leg without making much mention of the pre-existing injuries to
the
right leg. Ms Mkosi countered these questions by pointing out
consistently and repeatedly that the other report was focused on the
injuries giving rise to the claim it was being used to support,
whilst her report did the same for this claim – furthermore,
she was most concerned with what the Plaintiff was telling her about
his newest injuries that were the most recent and painful
at the time
of her examination of him. Ms Mkosi refused to comment on the merits
of a report based on an examination at which she
was not present and
did not observe that had occurred sometime prior to her own
examination. The major difference between the reports
in her view was
that the previous occupational therapist concluded that the Plaintiff
was capable of unskilled light physical work
(which he would not
obtain as he would be competing against able-bodied/uninjured workers
capable of much greater physical performance
than his injured self)
whereas she thought he was only capable of sedentary work (which he
would not obtain due to his lack of
skills) – either way the
Plaintiff was unlikely to be employed again.
54.
I note that Ms Mkosi examined the Plaintiff about
two years after the other occupational therapist and it is inevitable
that some
further healing of the injuries to the Plaintiff’s
right leg would have occurred in that interval.
55.
In re-examination, Ms Mkosi set out that she did
not believe the Plaintiff was faking his injuries or malingering in
any way.
56.
In response to questions from the court, Ms Mkosi
indicated that the Plaintiff would only require one version of any
assistive device
for both legs – he did not need a separate
device for each leg as the recommended devices were not
direction-specific. Ms
Mkosi indicated further that the Plaintiff
would be in a worse position over time because he had broken each leg
at separate times
– there was no unbroken leg to take up the
slack for a previously broken leg. In effect, the sum total of his
two sets of
injuries was greater than the individual injuries.
57.
I note that the only assistive devices and/or
services that appear to be duplicated between the occupational
therapists’ reports
are thermoregulatory heat packs; an
Easireach; long-handled shoehorn/sock aid; domestic trolley for heavy
objects; post-surgery
personal assistance following the lumbar
fusion; and the travelling costs related to the lumbar fusion surgery
58.
The trial then adjourned (Plaintiff’s
counsel was not available the next day as the three days the matter
was anticipated
to run had already expired and he was on brief in
another matter) to 12 July 2023 in the court recess.
59.
On 10 July 2023, the Defendant uploaded further
documents from the RAF to CaseLines that had been produced by the RAF
following
the service of a subpoena on them by the Defendant –
the RAF having confirmed in correspondence on 06 July 2023 that the
relevant member of their staff would be testifying when the trial
resumed.
60.
These documents for all practical purposes
replaced the brief screenshots that had been made available on 29 May
2023. They consisted
of two sets of RAF settlement offers, settlement
acceptances and RAF expenditure authorisation forms indicating that
that the Plaintiff
in his claim against the RAF had accepted general
damages in the amount of R600 000,00 and been paid same as an
interim payment
on 09 February 2023; and had further accepted the
amount of R894 097.70 for loss of earnings (together with a
s17(4)(a) undertaking
for future medical expenses) on 19 April 2023
which amount was due to be paid on 16 October 2023.
MR
TALENT MATURURE (INDUSTRIAL PSYCHOLOGIST)
61.
Mr Maturure’s expert report sets out that
he consulted with the Plaintiff on 11 April 2022 and has had sight of
the other
relevant expert reports. It records that the Plaintiff
completed Grade 11 in 2009 and a security officer Grade C course over
one
month during 2011. It records the Plaintiff was employed as a
security guard for a few years from then until he was injured in
motor vehicle accident on 20 December 2015; and that he did not
return to work thereafter until approximately a month before this
incident on 22 May 2019. The employment he held at the time of this
incident paid below the median for the security industry (according
to payslips made available to Mr Maturure). The Plaintiff has not
returned to work at all since this incident. Mr Maturure is of
the
opinion that the Plaintiff’s scope of employment has been so
compromised that he is practically unemployable in an open
labour
market. He reaches this conclusion based on the high unemployment
rate, where employers have lots of choice for able-bodied
workers,
and the fact that the Plaintiff has minimal training. He thinks that
the Plaintiff’s retirement age may have been
compromised, but
leaves that call to the other experts.
62.
Mr Maturure testified on 12 July 2023 on behalf
of the Plaintiff. In his examination in chief, he confirmed all
material aspects
of his expert report. He set out the unskilled or
semi-skilled work that the Plaintiff could perform if the job made no
physical
demands of him, but emphasised that the Plaintiff had very
little chance of obtaining employment when the unemployment rate was
so high and he was facing stiff competition from able-bodied
job-seekers.
63.
In cross-examination, it was expressly put to Mr
Maturure that the RAF had/would be compensating the Plaintiff for
loss of earnings
for the rest of his life based on the motor vehicle
accident of 20 December 2015 and the expert reports based on that
incident
concluding he would not work again. Mr Maturure was asked to
comment on how such compensation would affect the Plaintiff’s
loss of earnings claim against this Defendant. He did not answer the
question directly, but indicated that he had no knowledge
of exactly
what compensation had been/would be received by the Plaintiff for the
previous incident and thus it was for the lawyers
to figure it out.
The expert report of Mr Tshepo Tsiu, an industrial psychologist who
interviewed the Plaintiff on 16 May 2019,
for the purposes of his RAF
claim was put to Mr Maturure. Mr Tsiu had previously concluded that
the Plaintiff was unemployable
as he was not skilled enough to take
on the sedentary roles required by his reduced physical abilities.
This conclusion was put
to Mr Maturure for comment as a possible
duplication of the current claim, but he declined to do so on the
basis that he did not
know what information had been available to Mr
Tsiu at the time of compiling his expert report and had not had sight
of other reports
to which it referred.
64.
There was no re-examination of Mr Maturure.
65.
Quite simply, Mr Maturure was not willing to
engage with any report other than his own to consider any issues of
possible duplication
or to even consider the possibility of
duplication separate from other reports. The court asked some pointed
questions that only
elicited the answer that others must decide.
MR
ROBERT OKETCH (ACTUARY)
66.
Mr Oketch prepared his expert report to calculate
(a full and detailed breakdown of every calculation was set out) the
amount he
viewed would be necessary to compensate the Plaintiff for
his loss of earnings (R2 517 748,00) and future medical
expenses
(R677 062,00). Mr Oketch indicated that he relied upon
the reports of Dr Schnaid, Ms Mkosi and Mr Muturure to make his
calculations
as at 01 June 2022. He indicated that this figure should
be revised every 12 months.
67.
Mr
Oketch testified on 12 July 2023 on behalf
of the Plaintiff. In his examination in chief, he explained some
aspects of his calculation
of the future medical expenses and the
loss of earnings claims. He set out that certain of the future
medical expenses were duplicated
across the reports of Dr Schnaid and
Ms Mkosi and that all such duplications were removed prior to
calculating the amount required
by the Plaintiff. He was clear that
no amounts alleged as duplication (in particular the costs of a
lumbar fusion) to other witnesses
in this matter had been removed
from the calculation. He testified that this claim had some
commonalities with the claim in the
RAF matter (all being paid from
the same fiscus) and that the amount to be received for loss of
earnings in that matter should
simply be deducted from the loss of
earnings claim in this matter, when that calculation was updated. He
testified that he calculated
the loss of earnings claim with
reference to the security industry’s remuneration guidelines
(easily ascertainable from security
industry bodies) and not the
Plaintiff’s actual payslips.
68.
In cross-examination of Mr Oketch, it was put to
him that as only one lumbar fusion was required (as it had not yet
been performed
on the Plaintiff), that such lumbar fusion was
foreshadowed in the expert reports made available to the RAF and thus
covered by
its undertaking to pay future medical expenses, it was not
necessary to duplicate such claim against the Defendant. Mr Oketch
answered
that as the Plaintiff had been injured twice and the
procedure recommended by the orthopaedic surgeon twice, it was
necessary to
claim it twice and there was thus no duplication of
claims. Questions were put to Mr Oketch about his report not
reflecting his
evidence in chief that the RAF loss of earnings
settlement should simply be deducted from the current claim when he
had indicated
that he had been made aware of the fact of that
settlement a week earlier. He answered that ideally his report should
have been
supplemented by an addendum setting this out, but that he
had been instructed not to prepare such an addendum.
69.
In re-examination, Mr Oketch testified that he
had only received the detailed and specific information about the RAF
settlement
the day before, which left insufficient time to prepare an
addendum.
70.
I asked questions from the bench to understand
why the figures claimed for loss of earnings from the RAF and the
Defendant varied
so widely when based upon the same Plaintiff who
would apparently have the same earning capacity. Mr Oketch
enlightened me that
the expert reports in the RAF action regarded the
Plaintiff as unskilled, whilst his report in the current matter
regarded the
Plaintiff as semi-skilled.
71.
The Plaintiff closed its case after Mr Oketch’s
testimony.
MR
BRETT PHILLIPS (ROAD ACCIDENT FUND)
72.
Mr Phillips testified on 12 July 2023 on behalf
of the Defendant. This was itself rather bizarre as his evidence
dealt with the
settlement of the Plaintiff’s action against the
RAF – which fell within the knowledge of the Plaintiff in this
action
rather than that of the Defendant.
73.
In his examination in chief, Mr Phillips
testified that he is a senior claims manager at the RAF to whom four
teams report directly
– those dealing with claims,
adjudication, finalisation, and other legal issues – about 250
people in total. These
include the staff members whose names appear
on the documentation uploaded to CaseLines on 10 July 2023 referred
to above. Mr Phillips
confirmed that all these documents had been
prepared by staff under his control at the RAF and printouts were
provided by the RAF
to the Defendant (and thus authentic).
74.
Mr Phillips identified the link number referred
to in the documents (4284201) as being common to the documents and
allocated exclusively
to this Plaintiff’s claim – there
is only ever one number allocated to a particular claimant for a
particular event
(regardless of how many claimants there are per
event or how many events a claimant may claim for) to ensure that
there can be
no duplication of claims at the RAF.
75.
Mr Phillips testified further as to the process
followed to settle the Plaintiff’s claim with reference to the
documents and
confirmed their contents as correct. Mr Phillips
explained that the RAF takes cognisance of the expert reports
available (in this
instance only those filed on behalf of the
Plaintiff – as the RAF had not secured its own expert reports)
to quantify the
claim. It was thus accepted that the Plaintiff was
unemployable in the future in any capacity. The Plaintiff was also
treated as
an unskilled worker as set out in the expert reports. His
claim for lifelong loss of earnings was reduced from the
approximately
R1,5 million suggested by the actuary to the
approximately R894 000,00 accepted by the Plaintiff because a
higher contingency
was applied to the claim as the Plaintiff had not
been able to produce any documentary proof of his past earnings.
76.
The Plaintiff objected to Mr Phillips’
evidence explaining the calculation of the RAF total loss of earnings
settlement amount
as being expert evidence that had not been properly
placed before this court by way of notice and expert report. I
overruled this
objection as Mr Phillips was testifying as a factual
witness as to what steps had been taken at the RAF to determine the
Plaintiff’s
claim against it.
77.
In cross-examination of Mr Phillips, the
Plaintiff raised only two issues – the internal RAF memorandums
that precede the
making of an offer to a claimant, and his personal
knowledge of the present claim against this Defendant.
78.
Mr Phillips was challenged for not producing the
internal RAF memorandums setting out their internal calculations
prior to making
an offer to the Plaintiff. It transpired that the
Plaintiff has never requested these of the RAF at all in this matter.
I further
ruled that this was not a relevant avenue of enquiry –
once the RAF made an offer which was accepted, the underlying
calculations
would surely fall away – but more importantly,
this court could not be bound by the RAF’s actions in a
different matter
– all that was relevant was what amounts RAF
did or would pay to this Plaintiff and why they would pay such
amounts. It boiled
down to the issue of duplication only – the
real and only relevance of the RAF settlement amounts to the current
quantum
claims.
79.
Mr Phillips readily (and correctly) conceded that
he had no personal knowledge of the facts of this action. This caused
the Plaintiff
to object to his testimony as not being that of a
competent witness, and thus he should never have been called to
testify by the
Defendant. I overruled this objection as Mr Phillips
was never expected to testify about anything other than the
settlement of
the Plaintiff’s RAF claim. His testimony was
required because every time any details of the settlement were put to
any witness
called by the Plaintiff in cross-examination, the
Plaintiff objected that this could not be done as the settlement
details were
not evidence before this court. The Plaintiff refused to
accept the correctness of the information sourced and presented by
the
Defendant in this regard (as he was quite entitled to do), but
now complains when the Defendant calls a witness to establish what
the Plaintiff refused to accept or agree. The Plaintiff simply cannot
have it both ways – the testimony of Mr Phillips was
necessary.
80.
There was no re-examination of Mr Phillips.
81.
I then asked Mr Phillips some questions to
establish exactly what procedures the undertaking to pay future
medical expenses would
cover – concerns about the duplication
of the lumbar fusion and some assistive devices having arisen. Mr
Phillips explained
that a post-settlement department at the RAF would
monitor such claims and that if any injury had been mentioned in the
reports
on file at the RAF, then the medical expenses for treating
such injuries and their sequelae should be covered by the RAF
undertaking.
82.
The Defendant closed its case after the testimony
of Mr Phillips.
83.
I was thereafter presented with written and oral
argument by each of the parties to determine the quantum issues
before this court.
CLAIM
FOR FUTURE LOSS OF EARNINGS
84.
The evidence that the Plaintiff is unlikely to
obtain remunerated employment again in his lifetime is unchallenged.
85.
The Plaintiff contends that he should be awarded
the amount of R2 517 748,00 for future loss of earnings;
alternatively,
the amount of R2 517 748,00 less R894 097.70
settled with the RAF for loss of earnings.
86.
The Defendant contends that no award should be
made to the Plaintiff for future loss of earnings.
87.
The applicable legal principle is set out in
Zysset and others v Santam Ltd
1996 (1) SA 273
(C) at 277 H:
“
The modern South
African delictual action for damages arising from bodily injury
negligently caused is compensatory and not penal.
As far as the
plaintiff’s patrimonial loss is concerned, the liability of the
defendant is no more than to make good the
difference between the
value of the plaintiff’s estate after the commission of the
delict and the value it would have had
if the delict had not been
committed.”
88.
Is there any difference between the value of the
Plaintiff’s estate regarding his lifelong earnings between when
he boarded
the train on 22 May 2019 and now?
89.
The short answer is NO.
90.
As a result of the injuries suffered by the
Plaintiff in a motor vehicle accident on 20 December 2015, he was
able to claim compensation
from the RAF for the total loss of his
remaining lifelong earnings.
91.
Although the amount of the claim and the payment
of the same would only be determined much later (on 19 April 2023 and
16 October
2023 respectively), this claim arose on 20 December 2015 –
about 3 ½ years before the current claim.
92.
The Plaintiff was already compensated for any
entire lifetime of earnings from another source at the time of this
incident. He could
thus not have sustained any further loss of
earnings as a result of this incident as he can only receive one
lifetime of earnings
– and not two. He has accordingly suffered
no loss and is thus not entitled to any damages under this claim.
93.
The Plaintiff has suggested that he was
undercompensated by the RAF for his loss of earnings and that I
should rectify that undercompensation
in this matter by ordering the
Defendant to pay the balance of his loss of earnings claim.
94.
I cannot do as suggested by the Plaintiff for two
reasons – if he has not suffered any loss under this claim,
then I cannot
award him any damages for this claim; and I have no
authority to “rectify” the damages in another matter
and/or hold
the Defendant in this matter liable for such
“rectification”.
95.
The Plaintiff’s claim against the RAF was
for total loss of earnings. He settled that claim – that is, he
had to agree
with the amount of compensation that was offered to him
by the RAF and was thus an active role player in determining the
amount
of his damages for loss of earnings. If he is dissatisfied
with the amount of his damages from the RAF, then his remedy does not
lie in this action where no loss has been proved against this
Defendant.
96.
As an aside, it also appears that the amount
suggested by Mr Oketch in this court is open to some doubt. It has
been calculated
on the basis that the Plaintiff is a semi-skilled
worker. This is uncertain to me. The occupational therapist treats
him as an
unskilled worked; the industrial psychologist treats him as
both an unskilled and a semi-skilled worker. His settlement with the
RAF is premised on him being an unskilled worker. Even if I was
prepared to entertain the alternative suggested by the Plaintiff,
it
would not be possible to quantify it in manner suggested by the
Plaintiff due to this discrepancy – even among his own
witnesses.
CLAIM
FOR FUTURE MEDICAL EXPENSES
97.
The evidence that the Plaintiff has suffered
injuries during the incident on 22 May 2019 and the extent of those
injuries is unchallenged.
98.
Is there any difference between the value of the
Plaintiff’s estate regarding his expenses to treat these
injuries and their
sequelae between when he boarded the train on 22
May 2019 and now?
99.
The short answer is clearly YES.
100.
The quantification of the Plaintiff’s
damages requires a more careful consideration in circumstances where
there is no challenge
by the Defendant to the extent of the future
treatment recommended by Dr Schnaid and Ms Mkosi for the Plaintiff,
but there is a
challenge to who should bear the costs of some of the
future treatment recommended.
101.
The evidence before this court indicates some
duplication in the future medical treatment required for which the
RAF is liable in
terms of its undertaking to the Plaintiff and for
which the Defendant is liable in this action. More particularly, the
Plaintiff
will need to undergo a lumbar fusion as a result of both
incidents and some of the assistive devices recommended as a result
of
both incidents is the same.
102.
Mr Phillips testified that the RAF
should
(my emphasis) pay for all future medical expenses foreshadowed in the
expert reports submitted to them. This would include the
costs of the
lumbar fusion and certain of the assistive devices.
103.
If these amounts were paid by the RAF, then the
Plaintiff would have no claim for them in this action. It appears to
me to be the
correct approach to adopt.
104.
However, even Mr Phillips was constrained to
point out to the court that recovering such expenses from the RAF
would not always
be smooth sailing and that a full recovery might not
be attained in fact.
105.
Dr
Schnaid suggested that the lumbar fusion costs could be apportioned
50/50 between the RAF and the Defendant. Ms Mkosi made a
similar
suggestion regarding the assistive devices, even though she did not
use those exact words.
106.
Mr Oketch was insistent on “two accidents –
two sets of injuries – two sets of compensation” and
would not
even countenance any other suggestion made to him. He had
calculated that the discounted value of all the surgery, therapy and
devices recommended by Dr Schnaid and Ms Mkosi would cost the
Plaintiff R677 062,00 (as set out in Annexure A to his report)
–
the amended amount claimed by the Plaintiff.
107.
The Defendant appears to have adopted in its
argument, as a matter of practicality, the approach taken by Dr
Schnaid and Ms Mkosi,
and seeks that the Plaintiff be awarded damages
of R512 167,00 for medical expenses. I cannot fault the
Defendant for adopting
this approach – it is more generous than
the strict approach I would have adopted but for the Defendant opting
for the middle
ground.
108.
The Defendant indicated that it had used Annexure
A to Mr Oketch’s report, and deducted one-half of every item
duplicated
between the RAF and current claims to arrive at this
amount. It did not provide the court with the detailed line items of
this
calculation.
109.
I made a calculation based on Annexure A to Mr
Oketch’s report. I deducted one-half of all the items that
appeared to me to
be duplicated – the cost of the lumbar fusion
surgery and the items listed in paragraph 57
above.
These deductions totalled R91 850,50.
110.
Applying this deduction to the Plaintiff’s
claimed amount, renders a balance of R585 211,50 for medical
expenses to be
incurred by the Plaintiff as a result of the injuries
sustained by him in the incident on 22 May 2019.
111.
The Plaintiff has accordingly suffered a loss and
is entitled to any damages under this claim in the amount of
R585 211,50.
CLAIM
FOR GENERAL DAMAGES
112.
The evidence of Dr Schaid and Ms Mkosi about the
Plaintiff’s circumstances and the consequences of these
injuries to him over
the rest of his lifetime is unchallenged.
113.
In summary, the Plaintiff’s claim for pain
and suffering/loss of amenities of life must be determined
considering that the
Plaintiff:
- was
only 30 years of age at the time of this incident;
was
only 30 years of age at the time of this incident;
- is
unlikely to have his lifespan shortened by these (or his previous)
injuries and thus still has a “long” life
in which to
experience the consequences of these injuries;
is
unlikely to have his lifespan shortened by these (or his previous)
injuries and thus still has a “long” life
in which to
experience the consequences of these injuries;
- experienced
severe pain at the time of being injured and treated for his
injuries (he was hospitalised for two months);
experienced
severe pain at the time of being injured and treated for his
injuries (he was hospitalised for two months);
- continues
to experience pain from these injuries (which is worse during cold
weather);
continues
to experience pain from these injuries (which is worse during cold
weather);
- will
endure more pain when at least three further surgeries are
performed on him;
will
endure more pain when at least three further surgeries are
performed on him;
- will
never be completely pain-free again in his lifetime;
will
never be completely pain-free again in his lifetime;
- is
severely restricted in the conduct of his daily life because he
cannot walk far distances, cannot run, cannot sit or stand
for long
periods, and cannot lift heavy weights. The need to walk far
distances and lift buckets of water are part of his current
daily
existence and thus he feels the impact of these injuries all day,
every day;
is
severely restricted in the conduct of his daily life because he
cannot walk far distances, cannot run, cannot sit or stand
for long
periods, and cannot lift heavy weights. The need to walk far
distances and lift buckets of water are part of his current
daily
existence and thus he feels the impact of these injuries all day,
every day;
- will
practically never be able to return to a workplace and the meaning
that may give to his life.
will
practically never be able to return to a workplace and the meaning
that may give to his life.
114.
The Plaintiff has claimed R1 000 000,00
for general damages. In argument he has placed reported cases during
the period
2014 to 2021 awarding general damages ranging from
R500 000,00 to R700 000,00 at the time before me. These
matters only
deal with an injury to one leg – requiring
immediate and future surgery to repair. The Plaintiff’s
settlement of his
RAF claim for R600 000,00 would fall squarely
within this bracket.
115.
In argument the Defendant has placed reported
cases updated to 2023 values awarding general damages ranging from
R208 000,00
to R258 000,00 before me. These matters also
only deal with an injury to one leg. The Defendant has suggested that
an award
on this claim be in the range of R300 000,00 to
R350 000,00.
116.
In this regard, I am particularly mindful of the
evidence of Dr Schnaid and Ms Mkosi that the consequences for this
Plaintiff of
his injuries from this incident are greater than the sum
of its parts – his loss of amenities of life is compounded by
no
longer having any “good” leg to take up the slack for
a “bad” leg.
117.
It is thus inappropriate to determine this claim
by having regard only to the comparable cases of one injured leg. The
Plaintiff
was previously injured, which would exacerbate the effects
of any future leg injuries after 20 December 2015. This is the state
in which the Defendant permitted him to board their train on 22 May
2019 and they are thus saddled with the impact of his prior
injuries
on those later injuries for which they are liable to compensate him.
118.
In these circumstances, I would award the
Plaintiff the amount of R1 000 000,00 claimed by him for
general damages.
COSTS
119.
The Plaintiff brought three quantum claims
(totalling R4 217 748,00) against the Defendant.
120.
The Plaintiff has been successful in two of its
quantum claims (totalling R1 585 211,50) against the
Defendant.
121.
This represents a “success” rate of
two-thirds by claim (and about 38% by monetary value).
122.
The usual practice is that the costs of an action
follow its result and that the substantially successful party can
recover its
all its costs (on the scale awarded) from the
unsuccessful party. This is always subject to the discretion of the
court to make
a different costs order.
123.
During this quantum trial, it transpired that the
Plaintiff had settled a separate action against the RAF on 19 April
2023 –
between giving notice of his intention to amend his
claimed quantum on 03 April 2023 and effecting the amendment of his
claimed
quantum on 25 April 2023.
124.
This amendment had the effect of increasing the
Plaintiff’s claim for loss of earnings against the Defendant
from R1 000 000,00
to R2 517 748,00 at the same
time as he was settling a lifelong loss of earnings claim with the
RAF – and thus
effectively nullifying any claim for loss of
earnings against the Defendant.
125.
Furthermore, as set out above, the Plaintiff has
caused to Defendant to prove information peculiarly within the
Plaintiff’s
knowledge, whilst constantly objecting to the
leading of such evidence, but never ultimately challenging the
veracity of that evidence.
126.
In these circumstances, it would be inappropriate
to award the Plaintiff all his costs as the successful party. It
would be more
appropriate for the Plaintiff to recover two-thirds of
his costs from the Defendant.
CONCLUSION
127.
The Plaintiff cannot succeed in his claim for
loss of earnings as he has not suffered any loss of earnings
resulting from the incident
on 22 May 2019.
128.
The Plaintiff does succeed in claiming damages
for future medical expenses it being unchallenged that he will have
to incur such
expenses as a result of the injuries he sustained in
the incident on 22 May 2019. This claim is quantified in the amount
of R585 211,50
having regard to the duplicated medical expenses
for which both the RAF and the Defendant are each liable to
compensate the Defendant.
129.
The Plaintiff does succeed in his claim for
general damages it being unchallenged that he has suffered and will
continue to suffer
pain and loss of amenities of life. This claim is
quantified in the amount of R1 000 000,00.
130.
The Defendant is to pay two-thirds of the
Plaintiff’s costs for the quantum trial in this action.
ORDER
131.
I grant an order the following terms:
1)
The Defendant is to make payment to the Plaintiff
of the sum of R1 585 211,50 on or before 25 July 2024.
2)
If the Defendant does not make payment as set out
in 1) above, then the Defendant is to pay to the Plaintiff interest
at the rate
of 10.25%
per annum
on the sum of R1 585 211,50 from 26 July 2024 to date of
payment in full.
3)
The Defendant shall pay two-thirds of the
Plaintiff’s costs of suit incurred in his claims for quantum as
taxed or agreed,
to include the qualifying costs and the transport,
travelling and subsistence costs of:
a.
Dr E Snaid for his attendance at trial on 31
May 2023;
b.
Ms N Mkosi for her attendance at trial on 31 May
2023 and 01 June 2023;
c.
Mr T Maturure for his attendance at trial on 12
July 2023; and
d.
Mr R Oketch for his attendance at trial on 12
July 2023.
G
B HARDY
Acting
Judge of the High Court of South Africa
Gauteng
Local Division, Johannesburg
Date
of hearing
31 May 2023, 01
June 2023, 12 July 2024, 14 July 2024
Date
of judgment
11 July 2024
Appearances:
Appearance
for Plaintiff
Advocate M Mthombeni
Attorney
for Plaintiff
T Manake
– Mngqibisa Attorneys
tsoarello@mngqibisaattorneys.co.za
Appearance
for Defendant Advocate T
Tshitereke
Attorney
for Defendant
S Lottering – Padi Inc.
shenay@padiattorneys.co.za
Delivered:
This judgement was prepared and authored by the Judge whose name is
reflected and is handed down electronically by circulation
to the
Parties/their legal representatives by email and by uploading it to
the electronic file of this matter on CaseLines. The
date for
hand-down is deemed to be 12 July 2024.
sino noindex
make_database footer start
Similar Cases
Senwamadi v Road Accident Fund (2022/2719) [2025] ZAGPJHC 129 (14 February 2025)
[2025] ZAGPJHC 129High Court of South Africa (Gauteng Division, Johannesburg)99% similar
Siyakhula Sonke Empowerment Corporation Proprietary Limited and Another v Redpath Africa Limited (55896/2021) [2024] ZAGPJHC 475 (8 May 2024)
[2024] ZAGPJHC 475High Court of South Africa (Gauteng Division, Johannesburg)99% similar
Siyathemba Project Management and Development (Pty) Ltd v Weinberg (22984/202) [2024] ZAGPJHC 837 (5 August 2024)
[2024] ZAGPJHC 837High Court of South Africa (Gauteng Division, Johannesburg)99% similar
Siyakhula Sonke Empowerment Corporation (Pty) Ltd and Others v Redpath Mining (South Africa) (Pty) Ltd and Another (9234/2022) [2024] ZAGPJHC 680 (22 July 2024)
[2024] ZAGPJHC 680High Court of South Africa (Gauteng Division, Johannesburg)99% similar
Siyakhula Sonke Empowerment Corpoation (Pty) Ltd and Others v Redpath Mining South Africa (Pty) Ltd and Others (Application for Leave to Appeal) (57639/2021) [2024] ZAGPJHC 933 (19 September 2024)
[2024] ZAGPJHC 933High Court of South Africa (Gauteng Division, Johannesburg)99% similar