Case Law[2024] ZAGPJHC 684South Africa
M.Y v J.Y (2024/013982) [2024] ZAGPJHC 684 (26 July 2024)
High Court of South Africa (Gauteng Division, Johannesburg)
26 July 2024
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## M.Y v J.Y (2024/013982) [2024] ZAGPJHC 684 (26 July 2024)
M.Y v J.Y (2024/013982) [2024] ZAGPJHC 684 (26 July 2024)
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sino date 26 July 2024
FLYNOTES:
FAMILY
– Maintenance –
Sufficient
facts
–
Applicant
claiming interim maintenance – Not explaining method of
calculation – Financial Disclosure Form (FDF)
not clarifying
claim and lacking correlation – Expenses unexplained,
uncanvassed and reasonableness not evaluated –
Selective and
not full disclosure of facts – Selective facts tainted the
claim – Cause of action incomplete –
Application
dismissed with costs.
IN
THE HIGH COURT OF SOUTH AFRICA
(GAUTENG
DIVISION, JOHANNESBURG)
CASE
NUMBER: 2024 / 013982
In
the matter between:
Y[…]:
M[…] N[…]
(Born H[…])
(Identity
Number: 9[…])
Applicant
and
Y[…]:
J[…]
(Identity
Number: 7[…])
Respondent
1.
REPORTABLE:YES/NO
2.
OF INTEREST TO OTHER JUDGES:YES/NO
3.
REVISED: YES/NO
24
July 2024
JUDGMENT
Van Aswegen AJ
INTRODUCTION:
[1]
This is a Rule 43 application wherein the Applicant prays for a
contribution towards her spousal maintenance pending finalisation
of
the divorce action, which contribution takes the form of a cash
payment, payment of her medical aid premium and of her accommodation
and studies. The Applicant also seeks to regain possession of certain
movables and a contribution towards her legal fees.
[2]
The parties were married to one another on 1 July 2022 out of
community of property with the exclusion of the accrual
system.
[3]
The Applicant was 25 years old when the parties got married whilst
the Respondent was 47 years of age. The Applicant at
the time was
employed as teacher and received a net salary of about
R19 000.00
per month. The Respondent was and is employed as an account
executive at Dell.
[4]
The Applicant depicts and sketches in her sworn affidavit a marital
life of luxury, whilst the Respondent to the contrary
refers to a
comfortable and ordinary standard of living in a three bedroom home
with normal furniture and appliances.
[5]
The parties’ marriage was however short-lived and lasted merely
one year and four months.
[6]
During the marriage, whilst the Applicant was employed as a teacher,
the parties agreed that the Applicant would pay from
her salary (
R23
000.00
gross
and
R19
000.00
net)
[1]
the respective amounts of
R10
500.00
(as
rental, for her medical aid and vehicle payment)
[2]
and
R3
500.00
per
month, the latter amount for groceries
[3]
,
to the Respondent as her contribution to her monthly expenses –
accordingly an amount totalling
R14
000.00
.
The Applicant was then left with a surplus amount of
R5
000.00
a
month.
[7]
It is clear that the Applicant’s contribution of
R14 000.00
to the Respondent correlates with and is confirmation of the parties
intention to be married out of community of property. The
Applicant
therefore contributed 74% of her monthly income to the Respondent to
cover for her own monthly expenses.
[8]
In the Respondent’s affidavit he informs the
court that:
8.1
the
Applicant in her Plea to her Counterclaim pleaded that during a
period of 1 (one) year and 6 (six) months - February 2022 to
August
2023, the Applicant paid a total amount of
R156
350.00
towards
the joint household’s expenses.
[4]
8.2
Since
July 2022, and from the Applicant's own version in her Plea, a total
amount of
R115
550.00
was
paid to the Respondent. These amounts were paid by the Applicant as a
contribution towards her medical aid and personal insurance
which
were moved to the Respondent’s policies and household
expenses.
[5]
It is accordingly
evident that the Respondent was never the sole breadwinner.
[9]
I must emphasize that the Summons, Particulars of Claim, Plea and
Counterclaim do not form part of the bundle on Case-lines.
I would
have expected that these pleadings would have been uploaded in order
for the court to consider the ambit of the divorce
action, the relief
claimed by both parties and the Applicant’s entitlement to the
relief.
[10]
Although the Applicant agreed that she paid the Respondent an amount
of
R14 000.00
a month and pleaded same
in her affidavit, the information as set out in paragraph 8 here in
before was not tendered by the Applicant
in this rule 43 application.
[11]
During March 2023 the Applicant resigned as a teacher and commenced
studying accounting at Boston College during May
2023.
[12]
The reason for the Applicant’s resignation is disputed between
the parties.
[13]
The Applicant alleges that the Respondent was embarrassed by her
employment as a teacher and that he convinced her to
pursue online
studies as an accountant. Despite the initial allegation by the
Applicant of the Respondent’s insistence that
the Applicant
studies accounting
[6]
it
nevertheless appears from the Applicant’s affidavit that she
herself elected to study accounting.
[7]
[14]
The Respondent however denies that he insisted on her resignation and
that he wanted her to pursue a high profile career.
He alleged that
the Applicant was discontent at Bryanston Parallel Medium School
[8]
,
did not get along with the principle, was demoted from a primary
class teacher to an assistant primary class teacher and that
she
decided out of her own accord to resign.
[15]
The disputes between the parties in this matter are plentiful. The
Applicant and Respondent’s versions are so far
apart that they
will have to be trial and tested in the divorce action. It is
impossible to deal with the opposing allegations
on paper. To extract
the truth of the allegations in motion proceedings is impossible.
[16]
In assessing this matter I shall first consider the points
in
limine
raised by the Respondent.
POINTS
IN LIMINE:
[17]
The Respondent raised two points
in limine
to the Applicant’s
application, namely:
17.1 non-compliance
with Rule 41A of the Uniform Rules of Court and that
17.2 the Applicant
failed to provide material grounds entitling her to the relief which
she seeks – the application
is defective and there is no cause
of action.
FIRST
POINT IN LIMINE:
[18]
As to the non-compliance with Rule 41A, the Respondent alleged that
the Applicant did not serve a Rule 41A notice
upon serving the
rule 43 application and that such a Notice should have been given.
[9]
[19]
Rule 41A(1) of the Uniform Rules of Court deals with mediation and
provides a working definition of mediation it stipulates
the
following:
“
a
voluntary process entered into by agreement between the parties to a
dispute
,
in which an impartial and independent person, the mediator, assists
the parties to either resolve the dispute between them, or
identify
issues upon which agreement can be reached, or explore areas of
compromise, or generate options to resolve the dispute,
or clarify
priorities, by facilitating discussions between the parties and
assisting them in their negotiations to resolve the
dispute."
(my underlining)
[20]
The purpose of rule 41A is clear, namely to ensure that parties
explore alternative dispute resolution methods at the
commencement of
their matters in court to avoid protracted litigation.
[10]
[21]
The four pillars of mediation which are identified
by Rule 41A are the following:
21.1
it
is a voluntary non-binding non-prescriptive dispute resolution
process;
21.2
the
terms of the process to be adopted are those agreed upon by the
parties;
21.3
the
mediator facilitates the process to enable the parties to themselves
find a solution and makes no decision on the merits nor
imposes a
settlement on them;
21.4
the
process is confidential.
[22] The foundation
of the aforesaid principles is that, unlike dispute resolutions by
court or arbitration which takes the
process and resolution out of
the hands of the parties, mediation empowers the parties in that they
are in control of the mediation
process.
[23]
The
Plaintiff/Applicant has to in terms of Rule 41A(2) of the Uniform
Rules of Court
serve
on each Defendant or Respondent a notice indicating whether such
Plaintiff or Applicant agrees to or opposes referral of the
dispute
to mediation.
The
wording of the said rule is the following:
“
(2) (a) In
every new action or application proceeding, the plaintiff or
applicant shall, together with the summons or combined summons
or
notice of motion, serve on each defendant or respondent a notice
indicating whether such plaintiff or applicant agrees to or
opposes
referral of the dispute to mediation.
(b) A defendant or
respondent shall, when delivering a notice of intention to defend or
a notice of intention to oppose, or at any
time thereafter, but not
later than the delivery of a plea or answering affidavit, serve on
each plaintiff or applicant or the
plaintiff’s or applicant’s
attorneys, a notice indicating whether such defendant or respondent
agrees to or opposes
referral of the dispute to mediation.
[24]
On or about 16 February 2023 the Applicant did together with the
Combined Summons in the divorce action serve a Notice
of Opposition
to Mediation in terms of Rule 41A of the Uniform Rules of Court,
dated 8 February 2023, oppose the mediation process.
The reason for
the Applicant’s opposition was worded as follows:
[11]
"
The
Plaintiff and the Defendant have reached an irretrievable breakdown
of their marriage and there is no reasonable prospect of
restoration
."
[25]
The Respondent on or about 20 February 2023, served his Notice of
Agreement in terms of Rule 41A, in which he was in
favour of the
mediation process. He stated
inter
alia
:
"
The
Defendant proposed mediation and the appointment of a mediator during
January 2024, to which the Plaintiff have not replied
to up to date;
…
The Plaintiff's
reason for opposing mediation in her Rule 41A is unfounded as it is
not the purpose of mediation to restore the
marriage, but to attempt
to reach settlement between the parties;
It is in the best
interest of the parties that the parties do not enter into
acrimonious litigation."
[26]
The Respondent is accordingly of the opinion that the Applicant
should have taken a conciliatory approach
or mediation before
launching this application.
[27]
The
aspect of mediation was therefore canvassed by the parties. Although
the reasons for the opposition may be non-sensical the
Applicant’s
objection to mediation is indicative of the parties unsuitability to
the mediation process. Mediation is a voluntary
process and no party
can be therefore be ordered to adhere to the process.
[28]
I am accordingly of the firm opinion that the Applicant as early as
at the summons stage clearly and unequivocally revealed
her
opposition to the mediation process.
[29]
The
court in
P
v O (21264/2019) [2022] ZAGPJHC 826
at
paragraphs 19 - 20 stated as follows:
"
Rule 41A was
introduced as an amendment to the Rules and came into effect on 9
March 2020. Its underlying objective is to make it
mandatory for
litigating parties
to consider mediation
at the
inception of litigation. (my emphasis) There is no provision in rule
41A to compel any party to submit to mediation. There
is also no
sanction provided in the rule for non-compliance[...]"
[30]
In
Kalagadi Manganese (Pty) Ltd & Others v Industrial
Development Corporation of South Africa & (2020/12468) [2021]
ZAGPJHC
127
at paragraph 30,
Judge Spilg also posited as
follows:
“
Mediation is
entirely voluntary
and if
the parties, or only two of them, are so minded they are at liberty
to agree on such terms of mediation as they wish;
An unwilling party
cannot be compelled to mediate. The furthest a court can go is
to
direct a litigant "to consider" mediation
.”
(my underlining)
[31]
I was also referred by the Applicant’s counsel to
FFS
Finance South Africa (Pty) Ltd t/a ABSA Vehicle and Asset Finance v
Groenewald (2167/22)
[2023] ZANCHC 76
(27 October 2023)
more
specifically to paragraph 8 thereof which confirms that:
i)
mediation is a voluntary
process
[12]
entered into by
agreement between the parties and that
ii)
a
Court does not have the authority to order parties to litigation to
refer the dispute between them for possible resolution by
way of
mediation.
[13]
[32]
In
Sokhani Development & Consulting Engineers (Pty) Ltd v
Alfred Nzo District Municipality (1254/2024) [2024] ZAECGHC 40 (26
April
2024)
Zono AJ found that non-compliance with Rule 41A and
its provisions are not fatal to the proceedings.
[33]
The Applicant has as previously indicated, opposed mediation. As
mediation is voluntary the court will not force parties
to mediate.
[34]
Mediation was accordingly considered and although the Respondent was
in favour of mediation the applicant was opposed
to it. The
point
in limine
in
respect of non-compliance with Rule 41A can accordingly not stand and
is dismissed.
[14]
[35]
The second
point
in limine
relates
to the Applicant’s application being defective and her failure
to set out a complete cause of action (facts and grounds)
in her
sworn affidavit.
[15]
[36]
The Respondent in his answer to the rule 43 application details the
lack of information, facts and grounds pleaded by
the Applicant in
her sworn affidavit pertaining to:
36.1
the interim maintenance claim,
36.2
the amounts allegedly paid monthly from the Applicant to the
Respondent for the Applicant’s monthly expenses;
36.3
a breakdown of her monthly expenses and the reasonableness thereof
and
36.4
a total picture of how she managed to financially survive for a
period of four months after vacating the matrimonial
home.
[37]
The Respondent also pleads that the Applicant relies upon her
entitlement to interim maintenance and legal costs based
on the mere
averment and presumption that he earns more than the Applicant and
can afford same.
[16]
[38]
The Applicant claims
R25
000.00
per
month in respect of interim maintenance yet she elects not to set out
and explain the method of calculating the said amount.
[17]
[39]
The
Applicant furthermore merely made a single averment that her monthly
expenses
shall be clear from her Financial Disclosure Form ("FDF").
[18]
The Applicant does not canvass her expenses or the reasonableness of
the expenses in her affidavit. The Respondent also rightly
points out
and emphasizes that there is no right of reply to the Applicant’s
FDF.
[19]
[40]
The assessment of this
point in limine
places the
magnifying glass squarely upon the requirements of Rule 43 in respect
of an Applicant’s affidavit and the contents
thereof.
[41]
Rule 43(2)(a) of the Uniform Rules requires that :
“
An applicant
applying for any relief referred to in sub-rule (1)
shall
deliver a sworn statement in the nature of a declaration, setting out
the relief claimed and the grounds therefor
,
together with a notice to the respondent corresponding with Form 17
of the First Schedule.
”
(my underlining)
[42]
The procedure embodied in rule 43(2)(a) is hybrid, being largely in
the nature of an application, but it also resembles
an action since
the affidavits have to be in the nature of a declaration or a
plea.
[20]
The object of the
rule is to confine the affidavits to a reasonably succinct statement
of the parties' cases.
[21]
[43]
The
Applicant’s sworn statement must contain factual allegations
upon which the court can assess and evaluate whether to grant
the
relief sought. It is not sufficient to make a bald statement such as
that '[t]he applicant requires R
x
for
maintenance' or that '[t]he applicant is the party best fitted to
have interim custody of the children'.
[22]
In this matter the Applicant made the bald allegation that she seeks
R25
000.00
and
refers to her expenses in her FDF. However, there is no correlation
between the amount claimed and her monthly expenses.
[44]
In
Eksteen v Eksteen 1969(1) SA 23 (O)
it is also emphasized
that rule 43(2)
embraces
factual allegations and not merely the inference which an applicant
makes and alleges from facts which he has not set out.
[45]
Upon analysing the Applicant’s affidavit it is clear that the
vast majority of her sworn affidavit is dedicated to
setting the
scene and portraying a picture of the Respondent being a wealthy man
with a lifestyle to suit this. Only in the latter
part of her
affidavit – the last 3 pages thereof - does the Applicant then
deal with her maintenance claim and the contribution
towards costs.
[46]
The question for determination is accordingly whether the Applicant
has set out sufficient facts and grounds in her sworn
affidavit in
order to make out a case for
interim
maintenance and a
contribution towards costs in the amounts claimed.
[47]
It is trite law that in motion proceedings the affidavits serve not
only to:
i)
place evidence before the Court but also to
ii)
define the issues between the parties.
In
so doing the issues between the parties are distinctly identified.
This is not only for the benefit of the Court but also, and
primarily, for the parties. The parties must know the case that must
be met and in respect of which they must adduce evidence in
the
affidavits.
[48]
An applicant must accordingly raise the issues upon which it would
seek to rely in the founding affidavit. It must do
so by defining the
relevant issues and by setting out the evidence upon which it relies
to discharge the onus of proof resting
on it in respect thereof.
[49]
The facts set out in the founding affidavit (and equally in the
answering affidavit) must be set out simply, clearly
and in
chronological sequence and without argumentative matter.
[23]
[50]
Joffe J in
Swissborough Diamond Mines (Pty) Ltd and Others v
Government of the Republic of South Africa and Others
1999 (2) SA 279
(T)
detailed that:
“
Regard being
had to the function of affidavits,
it
is not open to an applicant or a respondent to merely annexe to its
affidavit documentation and to request the Court to have
regard to
it. What is required is the identification of the portions thereof on
which reliance is placed and an indication of the
case which is
sought to be made out on the strength thereof.
If this
were not so the essence of our established practice would be
destroyed. A party would not know what case must be met. See
Lipschitz and Schwarz NNO v Markowitz
1976 (3) SA 772
(W) at 775H and
Port Nolloth Municipality v Xahalisa and Others; Luwalala and Others
v Port Nolloth Municipality
1991 (3) SA 98
(C) at 111B--C.
”
[51]
In applying the aforesaid principles relating to affidavits I now
deal with the Applicant’s sworn affidavit.
[52]
Although the Applicant makes reference in her affidavit to both her
and the Respondent’s earning capacities she
as stated here in
before elects to not deal with the calculation of the claim for
interim maintenance
R25
000.00
in
her sworn affidavit.
[24]
[53]
The Applicant however in her affidavit refers to her FDF in respect
of her monthly expenses.
[25]
The FDF does not clarify how the
R25
000.00
is
calculated and there is no correlation. Despite making reference to
the FDF, the Applicant, contrary to what was expressed in
Swissborough
Diamond Mines (Pty) Ltd and Others v Government of the Republic of
South Africa and Others
1999 (2) SA 279
(T)
does
not address in detail her monthly expenses or identify the
reasonableness of these monthly expenses in her sworn affidavit
linking the FDF to the interim maintenance claim.
[54]
The Applicant accordingly seeks the court to have reference to her
annexed FDF and to assess her monthly expenses without
expressly
dealing with these expenses or the reasonableness thereof in her
affidavit. She also disallows the Respondent an opportunity
to
respond thereto. This is not only unsatisfactory, but also in
non-compliance with what should be contained in an applicant’s
sworn affidavit in terms of rule 43(2)(a).The facts and grounds upon
which the Applicant base her cause of action must be self-contained
in such a sworn affidavit. The reason being that the Applicant has to
not only sustain her cause of action, but the Respondent
has to fully
answer thereto.
[55]
In evaluating the Applicant’s FDF it is evident that her
monthly expenses total an amount of
R55
729.73.
[26]
These expenses however remain unexplained, uncanvassed and their
reasonableness not evaluated. The Respondent were also not afforded
an opportunity to dispute, if he so wanted, these expenses. The
correctness of the aforesaid amount was not tested.
[56]
If one has regard to the Applicant’s monthly income as an
article clerk of
R10
300.00
and of the Applicant’s expenses amount of
R55
729.73
the Applicant is left with a shortfall of
R45 429.73
.
[57]
The Applicant is notwithstanding the aforesaid shortfall of
R45
429.73
claiming
R25 000.00.
An amount of
R20 429.73
(R45 429.73 minus R25 000.00
)
accordingly remains unaccounted
for and unexplained.
[58]
It is abundantly clear that the Applicant’s need for interim
maintenance cannot be assessed and ascertained if
her expenses and
the amount claimed as maintenance are merely depicted in her
affidavit and FDF, but not discussed and analysed.
[59]
The Applicant’s maintenance claim in an amount of
R25 000.00
is an amount pleaded without any link or reference to her expenses.
The said amount also remained unexplained and not addressed
during
argument.
[60]
I am of the firm persuasion that the Applicant’s maintenance
claim indeed lacks particularity and is unexplained
and
unsubstantiated. The Applicant has failed to adhere to rule 43(2)(a)
of the Uniform Rules of court.
[61]
The Applicant has indeed spelled out that the Respondent earns
significantly more than her. Nevertheless that in itself
does not
entitle the Applicant to maintenance
pendente lite
. The
Applicant has to establish a need to interim maintenance.
[62]
The Applicant had to deal with her need for maintenance by making
full and frank disclosure of all relevant facts in
sufficient
particularity. Even more so in light of the fact that the claim
relates to spousal maintenance
pendente
lite.
[27]
It is clear that if an
Applicant is not entitle to maintenance at the divorce stage that
maintenance
pendente
lite
must
also not be awarded. The Applicant in this matter accordingly had an
obligation to address her maintenance claim with more
precision and
detail in order to satisfy the court of her right to maintenance. I
am of the opinion that the Applicant has not
done so in her sworn
affidavit and will discuss this here in below.
[63]
In evaluating the Applicant’s need the court has to look at
whether there was full and frank disclosure by the
Applicant of all
material facts.
[64]
The Applicant in her affidavit did indicate that whilst teaching she
paid an amount of
R14 000.00
of
R19 000.00
to the
Respondent as per an arrangement, but she did not deal with:
i) the contents of
the arrangement or
ii) how much she paid to
the Respondent over a period of one year and four months to cover for
her expenses.
The expenses paid by the
Respondent for the Applicant’s expenses over the course of
marriage were only revealed to the court
by the Respondent in his
affidavit.
[65]
As alluded to here in before the Applicant’s expenses and their
reasonableness were neither addressed nor explained
in her affidavit.
The Respondent could therefore not answer to these expenses and it
leaves the court out in the cold as to their
reasonableness.
[66]
The Applicant also did not disclose her part time employment at
Trinity House during or about August 2023 or what she
earned from the
said employment.
[28]
The
Respondent also pleaded that the Applicant received a pension, as is
evident from the IRP5 and the codes uploaded on Case-lines
as
Annexure
MN
.
[29]
The Applicant’s pension is not disclosed in the Applicant’s
affidavit.
[67]
Save for stating that the Applicant sold her Mini-Cooper and
purchased a Suzuki Swift 1.2 after she vacated the former
common
home, the Applicant also failed to disclose the fact, as pleaded in
her reply and plea to the Respondent’s counterclaim
that she
sold the Mini-Cooper for
R430 000.00
and purchased a Suzuki
Swift 1.2 for
R230 750.00
. She also omits to disclose the
amount that she received after selling the Mini Cooper and purchasing
the Suzuki Swift namely
R199 250.00
which she received on 21
November 2023. How this amount was utilized by the Applicant also
remains unknown save for the allegation
that it has been depleted.
[68]
This court is in agreement with the Respondent that the Applicant
should have disclosed in detail all relevant, material
facts and
grounds as to how she financially survived for four months after
vacating the common household.
[69]
Although the Applicant also pointed out that her mother assisted her
with her monthly expenses and provided housing to
her, she omitted to
state which of her expenses her mother paid and the amounts. The
court would have expected the Applicant to
discuss this in great
detail and precision as it specifically relates to the Applicant’s
needs.
[70]
The Applicant furthermore does not deal with:
i) the
fact that she studies at Boston College online,
ii)
that, if she wanted to she can return to her preferred profession of
teaching and
iii)
that her earning capacity will increase significantly if she goes
back to teaching as a profession.
The
Court would have expected the Applicant to deal herewith in specific
detail as it affects and has a bearing on the Applicant’s
claim
for maintenance. The Applicant also being married out of community
with the exclusion of the accrual refrained from dealing
with her
prospects of being successful in claiming maintenance in the divorce
action.
[71]
The Applicant’s lack in pleading essential and material facts,
as alluded to here in before, leads to a failure
to establish whether
a true need exists to be maintained. In addition thereto 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.
[30]
As a result there is a duty on all 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.
[72]
In
C.M.A
v L.A
[31]
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).
[73]
All applicants in rule 43 applications accordingly have to
succinctly, but with full particularity and honesty establish
and
disclose in their sworn affidavits the facts and grounds which would
entitle them to the relief sought. The Applicant only
has one
opportunity in the founding affidavit to set out all the material
facts and grounds relied upon as there is no right of
automatic
reply.
[74]
The Applicant in this matter has deposed to a 16 page affidavit. Only
3 of these 16 pages deal with the claim for i
nterim
maintenance and a contribution towards costs. The remainder of the
affidavit deals with the background facts and the Applicant’s
earning capacity.
[75]
I am of the firm opinion that the Applicant has indeed failed to
disclose all the material and essential facts and grounds
as to
establish her need to
interim
maintenance
and a contribution towards costs. The Applicant had to strictly
observe the provisions of rule 43 and to deliver a sworn
affidavit
with all the material, relevant and essential facts.
[32]
The Applicant’s rule 43 application is in my mind not
self-contained. A court should not be required to search for answers
as to how for instance the maintenance amount is arrived at.
[33]
[76]
The fact that the Respondent earns substantially more than the
Applicant does not necessarily entitle the Applicant to
the relief
claimed. The Applicant still has to establish her need.
It
is trite that the person claiming maintenance must establish a need
to be supported.
[34]
[77]
In order to establish a need the Applicant had to plead
material facts as to:
i) the amount
claimed as interim maintenance,
ii) why she pursues
accounting whilst she prefers teaching where her earning capacity
will be substantially more,
iii) give a
detailed breakdown and discussion of her expenses and the
reasonableness thereof,
iv) explain why she
is entitled to a life of luxury after a short-lived marriage of one
year and four months and
v) how she managed
to survive financially for a period of four months after vacating the
common household.
[78]
The essential and material allegations set out in paragraph 77 here
in above are lacking in the application before me.
[79]
In
Taute
v Taute
[35]
the following was stated:
“
The quantum of
maintenance payable must in the final result depend upon a
reasonable
interpretation of the summarised facts contained in the founding and
answering affidavits
as
indeed is contemplated and intended by Rule 43
."
(my emphasis).
[80]
The principle that an Applicant is confined to the contents as set
out in her founding affidavit in a rule 43 application
is confirmed
in
E v E and related matters
[2019] 3 All SA 519
(GJ)
where
the following is said:
“
|23]
Rule 43
applications as presently structured, are a deviation from normal
motion proceedings in that the rule does not make provision
for a
third set of affidavits.
The
applicant is confined to what is set out in the founding affidavit,
which must be in the nature of a declaration, setting out
the relief
claimed and on what grounds
.
On receipt, the respondent is required to file an answering affidavit
in the nature of a plea.
It
is precisely this prohibition that causes the applicant to say more
than what is required, knowing very well that there is no
second
opportunity to say more
,
which may in true prompt the respondent to file a lengthy answer.
"
(my emphasis)
[81]
The disclosure of all material facts is essential in a rule 43
application. This was voiced in
C.A v H.A (5578/2022)
[2024]
ZAWCHC 25
(6 February 2024)
where the following was said:
“
[27] In a Rule
43 proceedings, it is prudent that the court should be satisfied that
an applicant acts in good faith. Thus,
an
applicant simply cannot afford to omit facts in the founding
affidavit that are vital to the application
.
Surely, if the applicant was willing not to reveal certain facts in
her founding affidavit, she must certainly be willing not
to be frank
about weighty facts that would reveal the true state of her
finances."
(my emphasis)
[82]
Without a frank and full disclosure of all the material facts a court
can simply not make a determination as to the Applicant’s
need
and cannot quantify such a need.
[83]
The Applicant before me selectively disclosed facts regarding her
financial circumstances and did so at her own peril.
[84]
As alluded to here in before the Applicant's calculation of interim
maintenance of
R25 000.00
remains unexplained save for
reference to her FDF which totals her monthly expenses at
R55
729.73
. The reasonableness of her monthly expenses are not
canvassed in the affidavit by the Applicant all.
[85]
The Applicant in addition did not fully deal with and elaborate on
the amounts which she paid to the Respondent which
he would then pay
in respect of her monthly expenses. She does not provide evidence of
or proof as to when and for how long she
in actual fact maintained
these payments.
[86]
Annexed to the Applicant’s papers is also Annexure
MN
[36]
which makes reference to the IRP 5 codes pertaining to a pension.
[37]
The Applicant did however not deal with any pension received in her
papers.
[87]
The Applicant also omitted to mention that since August 2023 she was
employed part time at Trinity House
and what she earned.
[88]
The Applicant also did not fully and in detail explain how she
managed to financially cope for four months since she
vacated the
common home.
[89]
It was further the Respondent who advised the court as to the
difference obtained as a result of the sale of the Mini
–
Cooper and the purchase of the Suzuki Swift. He indicated that she
received
R199
250.00
which
was deposited on 21 November 2023.
[38]
Although the Applicant mentioned the sale of the Mini Cooper she did
not indicate the amounts received or how she utilized same.
The value
of the Applicant’s mother’s contribution to the
Applicant’s expenses was also not disclosed to the
court.
[90]
The Applicant’s grandmother’s loan to her in respect of
the Applicant’s legal fees was referred to
by the Applicant,
but there is not any details as to the contribution made by the
grandmother.
[91]
It is therefore abundantly clear that the Applicant made selective
disclosure of the facts needed to establish
her need for the relief
sought, but not full disclosure.
[92] Accordingly,
the court is of the opinion that the Applicant failed to set out
sufficient facts and grounds to sustain
her cause of action. All the
relevant facts and grounds are not placed before me in order to
properly assess whether a need exists
and what the exact extent of
this need is. Selective facts were disclosed which lead to a
distorted and skew picture of the reality
and this taints the claim.
[93]
I am therefore of the view that the Applicant’s cause of action
is indeed incomplete
and
that the facts and grounds pleaded are not sufficient to sustain the
Applicant’s cause of action and assess the relief
sought.
[94]
I accordingly uphold the second
point in limine.
[95]
I therefore make the following order:
95.1
The application is dismissed with costs.
Delivered:
This judgment was prepared and authored by the Judge whose name is
reflected on 24 July 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 24
July 2024
S
van Aswegen
Acting
Judge of the High Court,
Johannesburg
APPEARANCES:
For the
Applicant: Adv
F Botes SC
Instructed
by:
Dawie
de Beer Attorneys
For the
Respondent: Adv S
Swiegers
Instructed
by:
Anderson-Kriel Attorneys
[1]
01-10
[2]
Paragraph
46.1.1 and 46.1.2 at 02-22
[3]
Paragraph
5.5 at 01-10
[4]
Paragraph
25 at 02-15
[5]
Ad
paragraph 25 at 02-15
[6]
Ad
paragraph 5.8 at 01-11
[7]
Ad
paragraph 5.9 at 01-11
[8]
Annexure
Y1 at 02-47
[9]
02-7
[10]
MD v RJD (053357/2022) [20241 ZAGPPHC 79 (5 February 2024)
[11]
Paragraph
10 at 02-8
[12]
Kalagadi
Manganese (Pty) Ltd & Others v Industrial Development
Corporation of South Africa & Others
[2021]
ZAGPJHC 127
[13]
Nedbank
Ltd v D & Ano
[2022]
ZAFSHC 331
[14]
MD v RJD (053357/2022) [20241 ZAGPPHC 79 (5 February 2024)
[15]
02-10
[16]
Paragraph
16.1 at 02-11
[17]
Paragraph
6.1 at
[18]
Ad
paragraph 6.1 at 01-18
[19]
02-11
and 02-12
[20]
KT v AT
and Others
[2019]
JOL 46116 (WCC), 2020 (2) SA 516 (WCC).
[21]
Taute
v Taute
1974
(2) SA 675
(E)
[22]
Boulle
v Boulle
1966(1)
SA 446D and
Eksteen
v Eksteen 1969 (1) SA 23
[23]
Reynolds
NO v Mecklenberg (Pty) Ltd1996 (1) SA 75 (W) at 78I
.
[24]
Paragraph
6.1 at 01-18.
[25]
01-73
[26]
01-74
[27]
Nilsson
v Nilsson
1984 2 SA 294
C
[28]
Ad
paragraph 49.7 at 02-25
[29]
01-128
[30]
Murphy
J in
Du
Preez v Du Preez
(
16043/2008)
[2008] ZAGPHC 334
(24 October 2008)
[31]
[2023] ZAGPJHC 364 (24 April 2023) at [25].
[32]
Van
der Walt v Van der Walt
1979 4 SA 891
(T);
[33]
Carstens
v Carstens
1985 2 SA 351
(SE).
[34]
Harlech-Jones
v Harlech-Jones
[2012]
JOL 27095 (SCA)
[35]
1974
(2) SA 674
(E)
[36]
01-123
[37]
01-128
[38]
Paragraph
64.2 at 02-36
sino noindex
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