Case Law[2024] ZAGPJHC 757South Africa
Nordmann v University of the Witwatersrand (2019/39597) [2024] ZAGPJHC 757 (26 July 2024)
High Court of South Africa (Gauteng Division, Johannesburg)
26 July 2024
Headnotes
Summary
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## Nordmann v University of the Witwatersrand (2019/39597) [2024] ZAGPJHC 757 (26 July 2024)
Nordmann v University of the Witwatersrand (2019/39597) [2024] ZAGPJHC 757 (26 July 2024)
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sino date 26 July 2024
SAFLII
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personal/private details of parties or witnesses have been
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IN
THE HIGH COURT OF SOUTH AFRICA,
GAUTENG
DIVISION, JOHANNESBURG
CASE
NO: 2019-39597
1. REPORTABLE: NO
2. OF INTEREST TO OTHER
JUDGES: YES (paras 137 to 145 only)
3. PUBLISHED ON
21/7/2024; RECTIFIED ON 23/7/2024
In
the application by
NORDMANN,
MICHELA LILIANA
Plaintiff
And
THE
UNIVERSITY OF THE WITWATERSRAND
Defendant
JUDGMENT
MOORCROFT
AJ:
Summary
Personal
injury – quantum trial – expert evidence
Expert
evidence – evaluation of
National
Health Insurance Act 20 of 2023 – whether contingency should be
catered for on ground that health care will henceforth
be free at
point of service
Order
[1]
In this matter I made an order on 19 July 2024. The order was
corrected on 23 July 2024 and it reads as follows:
1.
The defendant shall pay to the plaintiff damages in the sum of
R11,289,412.86, calculated as follows:
1.1.
Past medical expenditure:
R60,592,06
1.2.
Past loss of earnings:
R30,240.00
1.3.
Future loss of earnings as a result of injury:
R7,586,425.60
1.4.
Future medical expenses:
R3,052,155.20
1.5.
General damages:
R560,000.00
2.
The defendant shall pay interest to the plaintiff on the
aforesaid amount at the prescribed rate of 11.75% per annum
from
date of this order to day of payment;
3.
Payment will be made directly into the trust account of the
plaintiff’s attorneys, details of which are as follows:
Holder
:
Joseph’s Incorporated
Account No
:
5[..]
Bank
:
R[..]
Branch Code:
2[…]
Reference
:
J[..]
4.
The defendant shall pay the plaintiff’s agreed or taxed
High Court costs as between party and party, such costs to include,
but not limited to the following.
4.1.
The
costs of the medical-legal reports notice have been given in terms of
Rule 36(9)(a) and (b) being as follows:
4.1.1.
Dr G.A. Versfeld (Orthopaedic
Surgeon)
4.1.2.
Dr P J Willson (Radiologist)
4.1.3.
Dr M. Vorster (Psychiatrist)
4.1.4.
Ms. P. Jackson (Physiotherapist)
4.1.5.
Ms. S Blom (Occupational Therapist
4.1.6.
Ms. B.A. Donaldson (Industrial Psychologist)
4.1.7.
Ms L Brink of Edge Actuarial
4.2.
The
reasonable costs of Dr G.A. Versfeld and Ms Pip Jackson, Ms Suzette
Blom and Ms Barbara Donaldson, who testified in the trial.
4.3.
The
costs of the re-calculations done by Mr Greg Whittaker, Actuary, for
the plaintiff’s heads of argument.
4.4.
The
costs concerning the employment of senior counsel (scale C) are to be
determined by the taxing master.
5.
5.1.
The
plaintiff shall, if the costs are not agreed upon, serve a notice of
taxation on the defendant’s attorneys of record and
5.2.
The
plaintiff shall allow the defendant 14 (fourteen) days to make
payment of the taxed costs.
[2]
The reasons for the order follow below.
Introduction
[3]
The plaintiff was an 18-year old student studying towards a B A
degree in Dramatic Arts at the University of the Witwatersrand
when
she was seriously injured on 22 May 2017 during the course of
practical tuition that took place on the roof of the Wits Theatre
complex. She fell through a skylight and onto a tiled floor. The
severity of injuries were common cause between the parties and
with
one exception the witnesses were
ad idem
that the incident
fundamentally changed the course of her life.
[4]
Summons was issued in 2019 and negligence as well as wrongfulness
were disputed. Subsequently however the issue of liability was
settled on the basis that the plaintiff was entitled to 80% of her
proven or agreed damages. An order was made by agreement on
7 March
2022. On 8 March 2023 the defendant was compelled by order of
court to deliver its expert reports.
[5]
The
quantum
trial commenced before me on 11 March 2024 and was postponed when the
defendant filed a notice of intention to call a further expert
witness in terms of rule 36 (9) on the fourth day of trial.
[1]
The plaintiff accepted the late filing of the notice but required a
postponement to deal with the evidence to be given by the expert.
The
notice did not comply with the revised rule 36 (9) (b)
[2]
but the plaintiff did not take issue with the notice.
[6]
The matter was then postponed
sine die
with an appropriate
tender of costs by the defendant and the trial resumed on 24 June
2024.
[7]
By June
2024 the past medical expenses of the plaintiff were agreed in the
amount of R75,740.07 subject to the apportionment of
80%.
[3]
The defendant also agreed to a
quantum
of R37,800.00 in respect of past loss of income between May 2017 and
December 2017, similarly subject to the apportionment.
[4]
It was also submitted on behalf of the defendant and accepted by the
plaintiff that an award of general damages in the amount of
R560,000.00 (taking the apportionment into account) was fair and
reasonable.
[8]
What remained in dispute were future medical expenses and future loss
of earnings, as well as costs.
[9]
I was also informed that the actuaries had met and were in agreement
on the methodology to be used. They were also in agreement
on the use
of
Koch’s The Quantum Yearbook, 2023
in respect of life
expectancy, and a net discount rate of 2.5%
per annum
compounded
in respect of future earnings. The actuaries were in agreement that
when presented with clear and unambiguous information
they would
arrive at similar results given the same set of inputs and
contingency deductions.
[10]
Agreement was reached at pre-trial conferences as to the status and
proof of documents. It was agreed
inter alia
that copies may
be used instead of originals, that the documents shall not constitute
proof of the contents, that either party
may timeously object to the
application of the agreement on documents in which case the ordinary
rules of evidence would apply,
and that only documents put by any
party to a witness or otherwise identified before the close of her or
its case shall form part
of the documentary evidence.
Common cause facts and
opinions arising from reports by experts and joint minutes of their
meetings
[11]
The two
expert orthopaedic surgeons
[5]
nominated by the parties compiled a joint minute of their meeting and
they agreed on common cause injuries and
sequelae
.
11.1
It was common cause that the plaintiff suffered multiple injuries,
including multiple pelvic fractures resulting in sacroiliac
joints
remaining symptomatic.
11.2
There were clinical features suggest suggestive of sacroiliac joint
problems.
11.3
The plaintiff sustained a left wrist joint injury and x-rays taken on
25 July 2019 indicated an un-united fracture of the scaphoid
bone
with deformity of the distal pole and lateral and ventral
displacement.
11.4
The plaintiff sustained wedge compression fractures of her T12 and L1
vertebrae and the back remained symptomatic.
11.5
Radiologically she had mild compression fractures of the superior end
plates on L 11 and T12 with a mild form of angulation as
recorded by
the radiologist.
11.6
She sustained a neck injury, injuries to both knees, and soft tissue
injuries to her heels and mid-feet.
[12]
I deal with the evidence of the two surgeons under a separate heading
below.
[13]
The report
by the plaintiff’s physiotherapist
[6]
was admitted in full. I deal with her evidence also under a separate
heading below.
[14]
Similarly the report by the plaintiff’s psychiatrist was
admitted. The psychiatrist was not called to testify.
The
evaluation of expert evidence: The principles
[15]
The correct approach to evaluating expert
evidence was debated at trial and I deal briefly with the principles.
[16]
Opinion
evidence is generally irrelevant and therefore inadmissible.
[7]
The opinion evidence of experts may however be relevant when they are
in a position to bring knowledge, expertise, and experience
to bear
on questions before the court. The opinions of the experts are
received because their skill is greater than that of the
court and
they are therefore in a position to assist the court. The American
judgment by Loomis J in
Taylor
v Munro
[8]
is
often quoted in this context:
“
The true test
of the admissibility of such testimony is not whether the subject
matter is common or uncommon, or whether many persons
or few have
some knowledge of the matter, but it is whether the witnesses offered
as experts have any peculiar knowledge or
experience, not common to
the world, which renders their opinions founded on such knowledge or
experience any aid to the Court
or jury in determining the question
at issue.”
[17]
The
court is not bound by the opinion of an expert and must be satisfied
that the opinion has a logical basis and that the expert
has reached
a defensible conclusion.
[9]
The
expert cannot be permitted to usurp the function of the court.
[10]
[18]
It is the
duty of the court to critically evaluate the opinion of experts. In
Oppelt v
Department of Health
[11]
the Constitutional Court
[12]
approved the principles laid down by the Supreme Court of Appeal
[13]
in
Michael
and Another v Linksfield Park Clinic (Pty) Ltd and Another
[14]
when
evaluating medical evidence. Molemela AJ said:
“
[34]
In the course of the evidence counsel often asked the experts whether
they thought this or that conduct was reasonable or unreasonable,
or
even negligent. The learned Judge was not misled by this into
abdicating his decision-making duty. Nor, we are sure, did counsel
intend that that should happen. However, it is perhaps as well to
re-emphasise that the question of reasonableness and negligence
is one for the Court itself to determine on the basis of the
various, and often conflicting, expert opinions presented. As
a rule
that determination will not involve considerations of credibility but
rather the examination of the opinions and the analysis
of their
essential reasoning, preparatory to the Court's reaching its own
conclusion on the issues raised.”
[19]
In
Schneider
NO and Others v AA and Another
[15]
Davis J quoted the English case of
National
Justice Compania Naviera SA v Prudential Assurance Co Ltd (The
'Ikarian Reefer')
[16]
with approval:
“
1. Expert
evidence presented to the court should be, and should be seen to be,
the independent product of the expert uninfluenced
as to form or
content by the exigencies of litigation.
2. An expert witness
should provide independent assistance to the court by way
of objective, unbiased opinion in relation
to matters within his
expertise . . . . An expert witness should never assume the role of
an advocate.
3. An expert witness
should state the facts or assumptions upon which his opinion is
based. He should not omit to consider material
facts which could
detract from his concluded opinion.
4. An expert witness
should make it clear when a particular question or issue falls
outside his expertise.
5. If an expert
opinion is not properly researched because he considers that
insufficient data is available, then this must be stated
with an
indication that the opinion is no more than a provisional one. In
cases where an expert witness who has prepared a report
could
not assert that the report contained the truth, the whole
truth and nothing but the truth without some qualification,
that
qualification should be stated in the report.”
[20]
Turning to the requirement that an expert must be objective, the
learned Judge said:
“
In
short, an expert comes to court to give the court the benefit of his
or her expertise. Agreed, an expert is called by a particular
party,
presumably because the conclusion of the expert, using his or her
expertise, is in favour of the line of argument of the
particular
party. But that does not absolve the expert from providing the court
with as objective and unbiased an opinion, based
on his or her
expertise, as possible. An expert is not a hired gun who dispenses
his or her expertise for the purposes of a particular
case. An expert
does not assume the role of an advocate, nor gives evidence which
goes beyond the logic which is dictated by the scientific
knowledge which that expert claims to possess.”
[17]
[21]
In
evaluating the evidence of two experts who hold opposing views the
Court should focus not on scientific truth but on the balance
of
probabilities.
[18]
[22]
The defendant’s counsel criticised the
conduct of Dr Versfeld, Ms Blom Ms Donaldson while the plaintiff’s
counsel criticised
Prof Ramokgopa. I deal with the criticism when
evaluating their evidence.
The
evaluation of expert evidence: Are parties bound by agreements
between experts?
[23]
It
was correctly argued on behalf of the defendant that that the court
is not bound by the joint minutes of the experts in respect
of their
opinions. Counsel for the defendant refers me to the judgement by
Makgoka JA
[19]
in
Hal obo
Mml v MEC for Health, Free State
[20]
in support of the
submission: The parties are bound to agreement on a matter of fact in
the joint minute and a party will not be
permitted to deviate from
the agreement without a proper explanation and in the absence of
prejudice.
[24]
The
statement must be read with the judgement by Wallis JA:
[21]
“
[220]
A clear distinction in principle needs to be drawn between factual
evidence given by an expert witness and the opinions expressed
by
that witness. As to the former, there is no difficulty in
applying Bee
[22]
to
the facts on which the experts agree, any more than there is a
difficulty where the parties themselves reach agreement
on factual
issues. The opinions of the experts stand on a completely different
footing. Unlike agreements on questions of fact,
the court is not
bound by such opinions. It is still required to assess whether they
are based on facts and are underpinned by
proper
reasoning. Bee
[23]
[94]
endorsed
a remark by Sutherland J in Thomas
[24]
[95]
that
the occasions on which that occurs are likely to be rare, but that
will only be in cases where the opinion is clear and there
is nothing
in the evidence to controvert it. Before a court accepts an opinion,
it must pay close attention to the qualifications
attaching to it.
Furthermore, agreement by two experts on an opinion cannot preclude
another expert with appropriate qualifications
from expressing a
different view, either in a report or in oral evidence. That is
especially so when the third expert's views are
based on their own
speciality, which differs from that of the other two. The only
constraint on that is that it should not result
in unfairness to the
party that has relied on the agreed opinion.”
[25]
It is correct therefore, and as pointed out
above, that no court is bound by the opinion of an expert and the
court is expected
to consider the expert evidence as part of the body
of evidence. This is so whether or not two or more experts agree that
they
have the same opinion. The court must still consider that
opinion just like it would consider the opinion of a single expert.
[26]
In respect of the agreements reached in this
case, I point out that –
26.1
The plaintiff relied on the agreements reached
when the trial commenced, and none of the agreements were challenged
before trial
in a practice note or otherwise;
26.2
The defendant was requested before trial to
identify the specific agreements it intended to renege from and to
apply to Court for
an order permitting it to do so;
26.3
No such application was brought;
26.4
In respect of the agreement reached between Dr
Verster and Prof Ramokgopa, Prof Ramokgopa stood by the agreement and
did not seek
to withdraw the admissions of fact made;
26.5
Ms Aires, Mr Peverett, and Ms Adroos
(defendant’s experts) did not testify;
26.6
The defendant did not identify any specific
agreement between experts that it intended to resile from;
26.7
A
witness is entitled to testify to her own report and to the joint
minute, but a joint minute does not render a report admissible.
[25]
[27]
I have considered the agreements reached
between experts and the expert opinions upon which agreement was
reached. The opinions
and inferences that the witnesses agreed on
flow logically from the facts.
The evidence:
The plaintiff
[28]
The plaintiff matriculated in 2016 and then enrolled for a bachelors
degree in dramatic arts. It was her intention to have a career
as a
performing artist. She was potentially well-equipped to work as a
performing artist as she was what is known as a “
triple
threat”
– she could act, sing, and dance.
[29]
As will be discussed in more detail below performing artists often
find that there is not sufficient work in the entertainment
industry
and they then gravitate towards teaching and therapy. What is clear
however is that in 2017 before the accident the fields
of performing
arts, teaching and therapy were all open to her.
[30]
She can no longer earn a living in the performing arts. The fields of
teaching and drama therapy are still open to her but only
on a
limited basis in that even if abundant work were available she would
not be able to fully exploit such abundant opportunities.
A young
person who had not sustained these injuries would have been able to
earn a living by combining work as a performing artist
(sometimes as
an actress, sometimes as a dancer, and then as a singer), by
teaching, and by doing therapy. Professionals in the
dramatic arts
are required to be adaptable and to operate in more than one branch
of the profession.
[31]
She suffered great pain and discomfort because of the incident and
she still does. She puts on a brave face and the impression
she
created in the witness box was that she is someone who would rather
underestimate her own suffering than exaggerate it. She
has faced
considerable challenges head on. She was bedridden after the incident
and had to use a back – brace, wheelchair
and crutches for
mobility when she was able to leave the sickbed in order to resume
her studies.
[32]
She has also done everything she could to ameliorate the situation by
maintaining physical fitness, swimming, training in a gymnasium,
undergoing physiotherapy, and making use of a biokineticist, The
inference to be made is that by her lifestyle she has alleviated
her
suffering rather than exacerbating it.
[33]
During her schooldays she took part in sport and excelled in touch
rugby at provincial level. It was important to her to pay towards
our
own studies and she worked to pay for her tuition. Before the
incident her health was good.
[34]
The plaintiff’s conduct merit the inference that she would have
been a career woman rather than a stay-at-home mother and
that she
would have continued working before and after the birth of children.
She is now married.
[35]
As a result of the incident she changed her enrolment to that of a
bachelors’ degree in performing and visual arts as the
desired
field of performing artist was now no longer open to her. Despite
this setback she completed the 2017 academic year successfully
and
completed her BA degree in performing and visual arts with Honours in
drama therapy in the four year period envisaged.
[36]
The plaintiff took up a part-time position as a drama teacher at St
John’s Preparatory School working with small children.
In 2022
she entered into an employment agreement with the school. She earned
R250,000.00 at the inception of the contract
and was appointed as a
part-time drama pre-preparatory teacher. She now earns R340,000.00
per annum
.
[37]
But for the incident she would probably have been employed
full-time. Because of the accident she is not able to work a
five-day work week and she works at a school on two days for a total
of 17 ½ hours. In addition she is able to work for a
further
four hours per week doing private work. The inference I make is that
she will not be able to compete with colleagues working
a full five
days per week when it comes to promotion within an institution and
also when retrenchments are considered by employers
during tough
economic times.
[38]
Her parents emigrated to Germany but she and her husband will remain
in South Africa.
The evidence of the
orthopaedic surgeons:
[39]
Dr Verster and Prof Ramokgopa testified for the plaintiff and the
defendant respectively. Both are vastly experienced and highly
trained orthopaedic surgeons and their expertise in their field was
not disputed.
[40]
For the reasons elaborated upon below I accept the evidence of Dr
Versfeld in those instances where his evidence differed from
Dr
Ramokgopa’s evidence.
Prof Versfeld
[41]
Prof Versfeld assessed the plaintiff on 25 July 2019, twenty-six
months after the incident. His medico-legal report was compiled
a
month later on 23 August 2019. It is a comprehensive report,
thirty-six pages in length. He noted the extensive health-related
complaints of the plaintiff and also recorded her participation in
sport and exercise prior to the accident.
[42]
He carried out a medical examination and recorded his findings
related to her knees, feet, hips, legs, lower back, dorsal spine,
cervical spine, and her left wrist. He recorded her range of hip
movement, cervical movement, and wrist movement, and noted the
associated pain.
[43]
Dr Versfeld referred to x-ray photographs of the plaintiff’s
spine, the dorsal and lumbar spines, her pelvis and hips and
sacroiliac joints, knees, feet and left wrist done on the same day as
he did his assessment. He noticed evidence of sclerosis and
a mild
upward shift of the Iliad blade in relation to the sacrum on the
right side, suggestive of damage to the right sacroiliac
joint.
[44]
He then proceeded to discuss his prognosis and future medical costs.
He concluded with reference to findings that it would be reasonable
to make provision for the treatment of her sacroiliac joint symptoms,
including the taking of anti-inflammatory agents, physiotherapy,
the
wearing of a pelvic belt and visits to an orthopaedic surgeon. In the
longer term surgical intervention was likely to address
the
sacroiliac joint symptoms because of deterioration over time and this
would take the form of a sacroiliac joint fusion. This
would entail a
period of hospitalisation of approximately four days. It was possible
that both sacroiliac joints had to be fused.
Following such a
procedure conservative ongoing treatment was necessary.
[45]
With reference to the left wrist fracture he envisaged surgical
treatment of the scaphoid non-union and he foresaw a probability
that
she would develop osteoarthritis in the left wrist whether the
scaphoid fracture united or not. In the longer term over 20
years it
was probable (not merely possible) that left wrist symptoms would
deteriorate to the point where surgical intervention
becomes
necessary in the form of a total wrist replacement.
[46]
He dealt with the fractures of the spine. The plaintiff had sustained
serious spinal injuries and her ongoing symptoms, features
of
radiculopathy and radiological change suggested a poor long-term
prognosis. Treatment was likely to include the taking of
anti-inflammatory
agents, the wearing of a lumbar support, facet
blocks and visits to an orthopaedic surgeon. Surgical intervention
will possibly
be required in 10 years’ time in the form of a
posterior spinal fusion.
[47]
Referring to the neck injury the witness said that the plaintiff had
sustained a cervical spinal injury with symptoms that had
continued
to the present time. These included neck stiffness especially in cold
weather, headaches, neck pain when looking to the
sides, a need to
move your body when turning around while driving, an inability to
look down because of tiredness and stiffness,
and pain when lying
down which required the use of an orthopaedic pillow. Clinically
there was evidence of muscle spasm and tenderness
in the neck, and
there was evidence of decreased sensation over the left-hand fingers
and left forearm. The significant cervical
spinal injury and ongoing
symptoms suggest a poor long-term prognosis and it would be
reasonable to make provision for the treatment
of cervical spine
symptoms. It was possible that over twenty years the cervical spine
symptoms will deteriorate to the point where
surgical intervention
becomes necessary.
[48]
The plaintiff sustained injuries to both knees with symptoms that
continued until the present time. The long-term prognosis was
poor
and it would be reasonable to provide for treatment. This was likely
to take the form of total knee replacements.
[49]
Her feet were very sore and the features found suggested that she
suffered a tightening of her tendo Achilles. Treatment was likely
to
include physiotherapy, the wearing of arch supports and visits to an
orthopaedic surgeon.
[50]
Because of the incident the plaintiff had to give up the dancing she
was passionate about and it was no longer possible for her
to put on
a play as she was now unable to do the physical work required. She
was now restricted to sedentary type work and even
for this kind of
work she was seriously compromised. Her participation in sport was
similarly compromised.
[51]
Dr Versfeld set out the required medical interventions in detail
together with the associated costs.
[52]
Dr Versfeld conceded during cross examination that he acts for
plaintiffs in personal injury cases and that he is often instructed
by the attorneys acting for the plaintiff. I approach his evidence
with this knowledge but can not find any aspect of his evidence
that
may be criticised because of this relationship.
Prof Ramokgopa
[53]
Prok Ramokgopa saw the plaintiff on 12 July 2022, five years after
the incident. His report was written on 10 May 2023 and he confirmed
in evidence that he relied also on his contemporaneous notes of July
2022 when writing his report. As already stated above the
two
orthopaedic surgeons agreed substantially on the injuries suffered
but Prof Ramokgopa came to the conclusion that the plaintiff
had made
a complete recovery and that the only treatment she needed was
analgesics for pain for a period of about a year, in other
words
until about July 2023.
[54]
Prof
Ramokgopa was satisfied that the plaintiff’s left wrist was
fully functional, pain-free and with a normal 5/5 hand-grip
as well
as with a full range of motion in all directions. At the time of his
report he had x-ray photographs
[26]
taken on 25 July 2019 showing the un-united fracture at his disposal.
He asserted that there were radiological features of a scaphoid
fracture in the advanced stage of uniting showing no displacement or
malalignment, and in the joint minute of his meeting with
Dr Versfeld
he expressed his disagreement with the report of the radiologist that
was to hand when he assessed the plaintiff.
[55]
At the
trial he had to concede that the wrist did require surgery. He was
shown subsequent x-ray photographs
[27]
taken shortly before trial on 11 March 2024 that showed that the
non-union was still present two years later. It was put to the
witness that the two sets of x-ray photographs taken on 25 July 2019
and on 11 March 2024 showed the same non-union and the witness
testified that now, in retrospect, he agreed with Dr Versfeld. It is
indeed inexplicable that he disagreed with Dr Versfeld and
the
radiologist in 2019 when he had sight of the same x-rays.
[56]
Prof
Ramokgopa’s evidence can not be reconciled in any way with the
plaintiff’s own evidence, the evidence of Dr Versfeld,
or the
admitted facts contained in the report by the plaintiff’s
expert physiotherapist whose report was admitted in full.
[28]
The
witness seemingly also ignored the likelihood of degenerative changes
as a result of the incident in a young person who was
18 years old at
the time of the incident.
[57]
He had to concede during cross examination that in his observation
the plaintiff’s condition had deteriorated significantly
when
he saw her at court compared to his recollection of when he saw her
in 2022. He had to agree when it was put to him
in
cross-examination that the plaintiff’s condition seven years
after the incident did not portend well for her. The witness
added
that he might come to different conclusions if he were to examine the
plaintiff now, but as he had not done so he would not
commit to a
definitive view.
[58]
He also agreed that pain would be a factor in any decision by a
surgeon to operate.
[59]
He however did not deviate from his opinion that surgery was not
required (except for the wrist) and said that this deterioration
could be due to a immunological response instead of accepting that
there was an orthopaedic problem. Unlike Dr Versfeld he did
not
expect long term deterioration to occur. When he assessed the
plaintiff Prof Ramokgopa took great comfort from the fact that
the
plaintiff had taken charge of her life, was attending a gymnasium and
undergoing physiotherapy, and was generally optimistic
and upbeat.
[60]
It is clear from Prof Ramokgopa’s consultation notes from which
he compiled his medico-this legal report that he either conducted
a
very superficial or cursory examination, or if he did conduct a more
comprehensive examination he did not keep any notes. He
failed to
deal in any detail with the plaintiff’s hips, wrote four short
lines on the wrists and three similarly short lines
on the knees,
about 24 words in total. It may very well be that the very cryptic
notes led him to under-state the plaintiff’s
problems when he
finalised his report some ten months later.
[61]
Prof Ramokgopa is not an independent witness. He was and is a
professor at the University of the Witwatersrand where he has
teaching
duties in addition to his duties as orthopaedic surgeon at
the Chris Hani Baragwanath hospital. I do not make the conclusion
that
Prof Ramokgopa was influenced by his position as a professor at
the University but I do find that his evidence in respect of the
need
for future medical care is flawed in the light of the probabilities,
the other evidence, the facts that became common cause,
and the
superficiality of his report. I therefore do not accept his evidence
in this regard.
[62]
When Dr
Versfeld was cross examined the defendant’s counsel did not put
Prof Ramokgopa’s evidence to him in full. There
is an
obligation on a cross examiner to put to an opposing witness so much
of its own case as concerns that witness. Claasen J
said in
Small
v Smith
:
[29]
“
It
is, in my opinion, elementary and standard practice for a party to
put to each opposing witness so much of his own case or defence
as
concerns that witness and if need be to inform him, if he has not
been given notice thereof, that other witnesses will contradict
him,
so as to give him fair warning and an opportunity of explaining
the contradiction and defending his own character. It
is grossly
unfair and improper to let a witness's evidence go unchallenged in
cross-examination and afterwards argue that he must
be disbelieved.
Once
a witness's evidence on a point in dispute has been deliberately left
unchallenged in cross-examination and particularly by
a legal
practitioner, the party calling that witness is normally entitled to
assume in the absence of notice to the contrary that
the witness's
testimony is accepted as correct. More particularly is this the case
if the witness is corroborated by several others,
unless the
testimony is so manifestly absurd, fantastic or of so romancing a
character that no reasonable person can attach any
credence to it
whatsoever. (See the following authorities: Browne v
Dunn (1893), 6 The Reports 67, H.L.; Phipson on Evidence (7th
ed. p. 460); Rex v M.,
1946
AD 1023
at
p. 1028.)”
[63]
The plaintiff’s legal team did of course have the minutes of
the joint meeting and Prof Ramokgopa’s expert report
to hand in
order to prepare for trial, but these were summaries and the evidence
of Prof Ramokgopa ought to have been put to Dr
Versfeld in order for
him to deal with it.
Ms Jackson,
physiotherapist
[64] As I have already
indicated above Ms Jackson’s report was accepted in full by the
defendant and the facts contained therein
were therefore no longer in
dispute between the parties.
[65]
Ms Jackson assessed the plaintiff on 17 and 30
March 2022 and her report is dated 16 May 2022. It is a comprehensive
report spanning
66 pages. She concluded that the plaintiff suffered a
range of injuries and
sequelae
that have affected her ability to move and to function "normally".
[66]
She dealt comprehensively with the plaintiff's
pain and dysfunction in her lower back, pelvis and hips with constant
but fluctuating
pressure and stiffness in a band across her low back.
Neck pain and dysfunction resulted in daily severe aching central
lower back
pain along with a feeling of neck strain. Pain often keeps
her awake for hours at night.
[67]
The wrist was problematic because of the
un-united scaphoid fracture. The plaintiff experience moderate numb
and aching sensation
with episodes of sharp pain on weight-bearing in
the radial side of the wrist. Pain radiated from the left wrist into
the radial
forearm and the posterolateral elbow. Wrist flexion
resulted in pain.
[68]
Both knees were symptomatic and was
precipitated by prolonged standing or sitting. The plaintiff also
reported cramp - like pain
in the right calf muscles during exercise.
There was increased hyperextension on the right with palpation of the
quadriceps insertion
resulting in bilateral pain.
[69]
Severe sharp aching pain was aborted in the
thoracic spine between the scapulae. Pain was more pronounced when
she became tired.
[70]
She reported severe bruised throbbing pain in
the soles and sides of both feet. Clinically the plantar fascia was
shortened bilaterally
and some of the small joints of the toes were
irritable.
[71]
There were indications of both specific and
generalised weakness. Upper limb weakness was believed to be
secondary to pain in the
cervical and thoracic spines during activity
as well as the injury to the left scaphoid.
[72]
A range of sensory changes associated with her
injuries and their
sequelae
were noticeable with reduced proprioception in the left lower limb,
intermittent paraesthesia in the lateral and posterior legs
to the
soles and dorsums of the feet, reduced sensation in the left palm and
numbness in the left fingers.
[73]
There was reduced lumbar spine movement during
gait, unsteadiness on stairs and the transition from lying to sitting
was not normal
for someone so young.
[74]
She socialises differently than before and she
now swims for exercise rather than pleasure. Her functional gait
assessment fell
in the range of people who are much older. She cannot
walk long distances.
[75]
The witness testified that the plaintiff would
be dependent on physiotherapy for the remainder of her life on an
intermittent basis.
Intervention would be needed for the ongoing
management of pain and dysfunction, before and after surgical
interventions, and during
pregnancy, and also to help her cope with
injuries.
[76]
Ms Jackson provided a summary of the equipment
recommendations and the therapy recommendations in her report. She
advocated the
use of an ergonomic workstation and small home exercise
equipment, such as an exercise mat and gym balls. The plaintiff would
need
a variety of walking aids over the long term these included
walking sticks, elbow crutches, walking frames for mobilising
postsurgery.
She also recommended long-term physiotherapy, especially
before or after surgery.
[77]
In summary, therefore, Ms Jackson concluded
that the plaintiff have sustained a range of injuries and the
sequelae
that have resulted in centralised pain, well-managed thus far, but
requiring intermittent and lifelong intervention to assist her
in
keeping her problem at bay so that he does not dip back into serious
pain. Treatment would require significant levels of commitment
and
effort on her part.
[78]
Ms Jackson carried out a battery of tests and
provided a detailed analysis of findings and fees that would be
payable. She dealt
also with the important aspect of balance which is
described as the ability to control the centre of gravity in
relationship to
the base of support in contact with the supporting
surface and the space between these. Balance is inherently linked to
stable
postural control.
[79]
Ms Jackson met with her counterpart, Ms Aires
and testified to the joint minute of their meeting. The two experts
were largely in
agreement. Ms Aires was not called to testify.
Ms Blom, occupational
therapist
[80]
Ms
Blom is an occupational therapist who interviewed the plaintiff on 29
March 2022 and published a report dated 22 June 2022. She
performed a
physical assessment to ascertain the plaintiff's functional abilities
and observe her psychosocial abilities in a personal,
home,
community, work, and leisure environment.
[81]
The plaintiff changed her degree choice from
dramatic arts to performance and visual arts because her physical
limitations now prevented
her from doing theatre work. In her
fourth year she completed an Honours degree in drama therapy.
[82]
She also obtained a teaching diploma in speech
and drama through the Trinity College in London in 2020 and completed
a course in
neuro - dramatic play with Dr Sue Jennings. She was
awarded a Masters’ degree in drama therapy in 2022.
[83]
The witness observed that the plaintiff
presented in a cooperative and appropriate manner. She was well
groomed and was determined
to make the best of her residual
abilities. Because of her injuries the plaintiff was restricted to
sedentary type work and even
in that area she is seriously
compromised.
[84]
Ms Blom recommended occupational therapy as
well as case management to identify and coordinate the plaintiff's
requirements related
to their optimal functioning. She pointed out
that the plaintiff would benefit from the use of special equipment
and assistive
devices, and also by domestic assistance in the house.
She also recommended the use of a car with automatic transmission
rather
than manual transmission.
[85]
The plaintiff requires occupational therapy to
assist in achieving and maintaining optimal levels of functioning.
Treatment should
include guidance and instruction on alternative
methods of carrying out activities and using assistive devices.
[86]
The plaintiff’s residual functional
capacity for work fall in the sedentary to light work categories and
in this regard her
tolerance for both sitting and standing is
limited. She thus cannot meet all physical demands of either
sedentary or light work
and is unable to work for very long hours.
[87]
Her future work progression would be subject to
her progress over time and would be interrupted by surgery and
medical treatment
when required.
[88]
Ms Blom met with Ms Adroos, the occupational
therapist appointed by the defendant. They were broadly in agreement,
though they differed
on the amount of occupational therapy and case
management required. They discussed and agreed the costs involved.
[89]
They also agreed that provision should be made
for special equipment and assistive devices.
[90]
Counsel for the defendant argued that the
evidence of Ms Blom ought to be disregarded for two reasons. Firstly
Ms Blom did not refer
to the plaintiff experiencing knee pain in her
report but in evidence she said that the plaintiff “
would
have”
reported knee pain and
that she merely omitted to include the knee pain in her report.
Secondly Ms Blom recommended the use of
a baby compactum under
circumstances where a compactum would be required irrespective of
whether the plaintiff was injured or not.
[91]
There is no merit in either of these
submissions in the context of Ms Blom’s credibility.
91.1
I do not find that she was trying to mislead
the court when she speculated about her possible omission from the
report that she
wrote. I found Ms Blom a credible and honest witness
when she testified.
91.2
The two experts agreed on the use of a baby
compactum for when she had a child in future, yet it is argued on
behalf of of the defendant
that the evidence of Ms Blom should be
rejected because of the recommendation.
[92]
I therefore agree with the submission that the
compactum not be included in the calculation of damages but reject
the submission
made by counsel that I cannot rely on Ms Blom’s
evidence. I point out that the plaintiff abandoned her claim in
respect of
the compactum before the trial started.
Ms
Donaldson, industrial psychologist
[93]
Mr Donaldson is an industrial psychologist who
assessed the plaintiff on 23 March 2022 and who wrote a medico legal
assessment on
employability on 18 October 2022. She regarded the
plaintiff’s academic performance at school as above average and
the plaintiff
obtained between 70% and 84% in six subjects out of
seven.
[94]
The plaintiff obtained a “
certificate of first class”
in her first and second years and two such certificates in her fourth
year at university. She has since completed a Master of Arts
(Drama
Therapy) degree. It was put to the witness during cross examination
that the plaintiff’s academic record was “
nothing to
write home about.”
The statement was not borne out by the
facts, was denied by Ms Donaldson, and not supported by any evidence
led by the defendant.
To the contrary, she never failed a course,
achieved at least 70% in three courses in 2017, despite the incident,
did it twice
in 2018, three times in 2019, and six times out of seven
subjects in her final year at Honours level in 2020. She completed a
four-year
degree in four years. At the time of Ms Donaldson’s
assessment she had obtained more than 70% in each of her five courses
at Master’s degree level in 2021. Ms Donaldson described these
results as “
above average.”
[95]
The plaintiff’s perseverance in the face
of adversity was a positive sign and it was noteworthy that she was
able to complete
her alternative degree without losing an academic
year. She has also gone on to complete a Masters’ degree in
drama therapy.
[96]
Registration
with the Health Professions Council of South Africa (HPCSA) allowed
drama therapists to offer therapeutic services
and to claim their
fees from medical schemes as third-party payors. Such registration
was a “
added
arrow in the quiver”
and it is only because of her physical limitations that she has not
been able to complete the necessary internship hours for registration
with the HPCSA.
[30]
[97]
The plaintiff was given a number of tests. The
tests were intended to give an indication of her ability to retrain
or to obtain
alternative employment, and an indication of
pre-accident ability or potential. The tests are routinely used in
selection and occupational
counselling.
[98]
She was given two tests of intellectual
ability, two tests of scholastic aptitude, and a test of special
ability. The way in which
the tests were conducted were intended to
mimic a work day. She appeared tired and was in obvious pain or
discomfort. She however
remained courteous and co-operative
throughout and never attempted to draw attention to the obvious pain,
discomfort or fatigue
that she was undoubtedly experiencing. Ms
Donaldson added the observation that, and I paraphrase, “
she
never complained of pain, but I saw it.”
[99]
These factors had a negative impact on her
cognitive processing and thus her test results.
[100]
Ms Donaldson concluded that her probable
intellect, given her academic achievements was in the region well
above average but that
she fatigued easily which had an adverse
effect on her results. This was reflected in the fact that she
sometimes gave incorrect
answers to easy questions but focused on
more difficult items with the result that those answers were correct.
[101]
Ms Donaldson remarked that in the competitive
field of performing arts “
many
are called but few are chosen.”
When the plaintiff was still studying towards a degree in dramatic
arts as envisaged early in 2017 she would have been in a position
to
accept performing roles for herself but Ms Donaldson was still of the
opinion that the plaintiff would have gravitated towards
drama
therapy in any event.
[102]
Work was scarce for performing artists and the
graduate able to adapt would be able to work as a performing artist,
as a teacher,
or as a drama therapist, and would transition between
these roles when required. Adaptability and versatility are key
characteristics
of successful professionals.
[103]
The defendant filed a report by Mr W Nebe on 14
March 2024. The trial was postponed as a result. Mr Donaldson studied
the report
and produced an addendum to her report on 20 March 2024.
She conceded that her original calculations were inaccurate in the
light
of what she learned from the Nebe report.
[104]
She agreed with the views expressed by Mr Nebe
that drama therapy is a new and “
something
of a niche”
profession. Most
drama therapists are unable to make a living from working purely in a
drama therapy role and they therefore improvise
so that they can
adapt their training to perform a number of different roles such as
working as drama teachers, doing acting work,
teaching and lecturing,
managing child or adolescent drama clubs, working in corporate or
non-governmental organisation positions
doing team building,
leadership training, transformation, social change, and restorative
justice and healing from trauma.
[105]
Had she not been injured the plaintiff would
have been in a situation where the “
world
was her oyster.”
As a “
triple
threat”
(a performing artist
who could act, sing, and dance), she would have been able to augment
her income from drama therapy by working
as a performing artist and
also by teaching drama in a school environment or a private
environment. Because of the incident she
was unable to work as a
performing artist and her ability to work long hours as a teacher or
therapist was severely curtailed.
It was no longer not possible for
her to work a 40-hour work week like her competitors and in the role
of a teacher she would find
it difficult to demonstrate movements to
students.
[106]
The plaintiff was a vulnerable and compromised
potential employee. The physical demands of working with small
children meant that
in the event of her current employment with St
John’s school be terminated at some point in the future she
would find it
difficult to secure employment as a teacher and will be
relegated to the niche profession of drama therapist able to work
only
for a week to a week and half per month.
[107]
Drama teachers earn between R500 and R900 per
hour, and Ms Donaldson pointed out that the defendant’s expert
Mr Nebe (who
did not testify) held the view that R500 per hour is a
reasonable tariff. This would translate to an income of R14,000 to
R16,000
per month if she had between six and eight clients on a
weekly basis.
[108]
Ms Donaldson agreed with the assessment by Mr
Nebe that drama therapists are seldom employed on a full-time basis
by a single institution.
There was one known exception – a
school in Johannesburg that did indeed have a full-time drama
therapist in its employ.
[109]
Ms
Donaldson did research and established that a drama therapist in
South Africa was able to earn between R170,000.00
[31]
and R281,000.00
per
annum
depending on experience. A performing artist was able to earn between
R232,000.00 and R383,000.00
per
annum
.
An artist who was a “
triple
threat”
might be able to earn between R339,000 and R582,000.
[110]
The one full-time position for the drama
therapist in Johannesburg paid R439,000 plus an employer’s
contribution to pension-fund
membership and a possible 13
th
cheque. Some additional private work was permitted earning between
R15,000 and R17,000 per school term.
[111]
A small to medium drama teaching practice would
typically have between twenty and thirty-five pupils earning the
school between
R3,000.00 and R4,500.00 per child per term. A large
practice would have more. The plaintiff would have earned R420,000.00
to R480,000.00
per annum
operating a drama school for children with thirty to thirty-five
children attending.
[112]
University lecturers earn between R588,000.00
and R819,000.00
per annum
.
To progress into the higher echelons at a university doctoral study
is usually required. Given the plaintiff’s academic
achievements in the past it is reasonable to assume that she could
have completed a doctorate had it not been for the incident.
While it
was still possible in theory for her to study towards a doctorate the
demands of doing so in her current medical condition
made this
unlikely.
[113]
As already indicated above Mr Nebe did not
testify but Ms Donaldson was referred to his report. She expressed
her agreement with
his view that arts therapy and particularly drama
therapy is a very flexible profession and that it took some time to
establish
a practice. A therapist enjoyed a measure of flexibility in
the workplace and need not be sitting or standing at all times. This
should of course suit the plaintiff.
[114]
It was common for drama therapists to work in a
school or other institutional setting and also to spend time
consulting with private
clients. They were seldom employed on a
full-time basis by a single institution and it was therefore not
reasonable to expect that
the plaintiff would have been able to
secure a full-time position in a private school as a drama therapist.
[115]
It was reasonable to expect the plaintiff would
see to private patients per day for an income of R500 per patient but
it would take
a drama therapist time to build up to that level.
[116]
Ms Donaldson referred to the statement made by
Mr Nebe that “
the plaintiff’s
current terms of employment and remuneration from St Johns is
reasonable and in line with what a drama therapist
could expect to
earn.”
It must be remembered
however that the plaintiff does not work a full 40-hour week at St
Johns. She works about 17 hours a week
and it was possible for her to
work for about 40 hours a month.
[117]
In response to a question in cross –
examination Ms Donaldson commented that the attorneys who briefed her
in this matter
were not her main source of income but that she is
often instructed by the firm as an expert. I do not accept that this
disqualified
her as a witness and there was, as was the case with Dr
Verster, no indication of being influenced by considerations of
loyalty
to the attorneys. Having been apprised of the views of Mr
Nebe, Ms Donaldson showed a willingness to be influenced by the views
of an opposing expert and she adopted many of the views he expressed.
I believe this attitude is commendable and that an expert
should not
hesitate to be influenced by new information becoming available. An
expert has duties to the court and should not hesitate
to say so when
she changes her mind.
Quantifying the claim
for future medical expenses
[118] The
defendant’s estimate of future medical expenses at the
commencement of the trial was R800 in respect
of analgesics for
a period of one year that had already elapsed in July 2023. During
the trial the defendant conceded that there
was a chance of three
total wrist replacements and this aspect was now common cause the
parties. The defendant still disputed the
necessity of an anterior
cervical spine fusion, posterior lumbar spinal fusion, a sacroiliac
joint fusion, and knee replacements.
Dr Versfeld attached a 100%
probability of the wrist operations, a 20% possibility to the need
for the two spinal fusion procedures,
a possibility of less than 50%
to the sacroiliac joint fusion, and at least a 50% probability to the
knee replacements.
[119]
In argument the defendant’s counsel submitted that the
likelihood to be attached to each procedure if its submissions
were
accepted is 0% for the anterior cervical spinal fusion and for the
knee replacements, 10% for the posterior lumbar spinal
fusion, 25%
for the sacroiliac joint fusion, and 100%, 60%, and 40% for the three
wrist replacements.
[120]
Contingencies
are for the court to decide and an actuary cannot give direct
evidence on contingencies.
[32]
[121]
I concluded however that I accept Dr Versfeld’s evidence in
preference to Prof Ramokgopa’s evidence and I also
find that
the percentages allocated to possibilities and probabilities by Dr
Versfeld are consistent with the body of evidence.
[122]
The
plaintiff prepared an appendix
[33]
detailing the capitalised value of future medical and related
expenses. The percentages of these procedures being required are
listed and in those instances where the percentage was 100% a
contingency deduction of 10% was applied.
[123]
The possibility of the sacroiliac joint fusion be required in 10
years’ time was estimated at 40% and the posterior
spinal
fusion at 20%. In respect of physiotherapy a 100% chance was allowed
with reference to the management of pain and dysfunction
and with
reference to physiotherapy before and after surgery percentages of
between 20% and 100% were allowed. A small amount of
R186 was catered
for in respect of bio kinetic sessions, the percentage chance being
20%.
[124]
The plaintiff did not claim any amounts for exercise maintenance
strategies but claimed for an economic workstation, home
exercise
equipment, and walking aids.
[125]
The plaintiff relies on the evidence of Ms Jackson in respect of
future physiotherapy expenses as well as on the joint minute
of the
meeting between Ms Jackson and Ms Aires. These expenses are not
disputed
[126]
In the claim arising out of occupational therapy the compactum
already referred to above in the context of Ms Blom’s
credibility as an expert witness was left out of the
calculation. The defendant’s counsel also
argued
that the amount of R847,824.00 claimed in respect of
domestic assistance should not be countenanced as the plaintiff would
have this expense in any event if she were a working
mother. I agree with the submission. In respect of the other costs
I
refer to Ms Blom’s report, her evidence, and to the minutes of
her meeting with Ms Adroos.
[127]
The total amount listed in appendix 1 is R4,663,018.00. I have
deducted the claim for domestic assistance and the balance
is
R3,815,194.00. This amount is also subject to apportionment and the
amount payable is R3,052,155.20.
Quantifying the claim
for loss of future earnings
[128]
Each case
must be decided on its own facts but the principles may be gleaned
from judgments such as
Naude
v Road Accident Fund
[34]
and
Southern
Insurance Association Ltd v Bailey NO
.
[35]
The enquiry is by its very nature speculative as it requires the
judge to peer into the future. The best that one can do is to
make an
estimate of the present value of the loss based on the evidence that
is available. Using an actuarial calculation as a
starting point is
preferable to an estimate based on what fair or reasonable in the
eyes of the judge as such an approach is nothing
but guesswork. There
may be times when such an approach is necessary but in this matter I
have the benefit of evidence, and calculations
by actuaries.
[129]
The plaintiff earns R340,000.00
per annum
as a teacher at
present. She is employed on two days per week at a college and has a
small private practice. Had it not been for
the accident she would
have been able to work a five-day week and to augment that income
with other income as a performing artist,
teacher, and drama
therapist.
[130]
She then have been able to earn an additional amount of R600,000.00
per annum
on the basis that she would work an additional 25
hours per week at R500 per hour for 48 weeks per year. Her annual
earnings would
then be R940,000.00.
[131]
Because of her injuries the plaintiff’s ability to augment her
income is severely curtailed and she earns R340,000.00
per annum
plus R96,000.00
per annum
from private practice. These amounts
total R436,000.00.
[132]
The defendant’s actuary using these figures supplied by the
plaintiff’s attorneys and on the basis of a pre-incident
retirement age of 70 calculated the future loss of earnings as
follows:
Value
of income uninjured:
R17,225,965.00
Less
contingency deduction of 15%:
R2,583,895.00
R14,642.070.00
Value
of income injured:
R8,598,397.00
Less
contingency deduction of 40%:
R3,439,359.00
Total
net loss:
R9,483,032.00
[133]
An alternative scenario based on a retirement age of 65 yields a
total net loss of R8,660,299.00. It is a notorious fact that
professional people tend to work longer than others and that in
recent years advancements in pharmaceutical and medical science
as
well as economic pressures have led to people retiring later in life.
I conclude therefore that the calculation based on a retirement
age
of 70 is the correct one.
[134]
An alternative scenario based on the income of the one drama
therapist at a school in Johannesburg that was identified yields
a
net loss of R2,835,481.00. This is not a reliable comparison for a
number of reasons. Firstly it is based on a single case; secondly
it
is common cause that drama therapy is a niche profession and that
full-time work is extremely rare; thirdly it is not the evidence
that
but for the incident the plaintiff would have embarked on a career
exclusively in the field of drama therapy. She set out
to be a
performing artist but probabilities are that she would have had to
branch out into fields such as teaching and therapy
because of what
was called the “paucity of work” in these fields. It was
therefore probable that unless she became
one of the few in the
profession who made a living from pure acting, she would have
branched out into the other disciplines.
[135]
The defendant’s approach is that the plaintiff is not entitled
to compensation for future loss of earnings. This submission
is
related to the evidence of Prof Ramokgopa that the plaintiff had made
a full recovery from her injuries without a need for surgery.
The
submission made by the defendant’s counsel that the earnings of
performing artists are uncertain and variable is of course
correct
and this is why one must take into account in my view the probability
that even if the accident had not happened the plaintiff
would have
been compelled by circumstances to branch out from the performing
arts into teaching and therapy. This was indeed done
in the actuarial
calculations.
[136]
I conclude therefore that the appropriate amount in respect of future
loss of earnings is R9,483,032.00 subject to the apportionment,
in
other words R7,586,425.60.
National Health
Insurance Act
[137] The National Health
Insurance Act 20 of 2023 was signed by the President on 15 May 2024.
The date of commencement still has
to be proclaimed.
[138]
The purpose
of the Act is to establish and maintain a National Health Insurance
Fund funded through mandatory prepayment
[36]
that aims to achieve sustainable and affordable universal access to
quality health care
[37]
services
[38]
by
2028.
[39]
[139]
The Fund
will be the purchaser of health care services
[40]
and any person who is eligible to receive health care services must
register as a user with the Fund.
[41]
[140]
Users of
the Fund will be entitled to receive necessary quality health care
services free at the point of care
[42]
and to purchase health care services that are not covered by the Fund
through a complementary voluntary medical insurance scheme.
[43]
Users must follow prescribed referral pathways to obtain
services.
[44]
Treatment will
not be funded if the health care service provider demonstrates that
no medical necessity exists for the health care
service in question,
no cost-effective intervention exists for the health care service as
determined by a health technology assessment,
or the product or
treatment is not included in the Formulary,
[45]
except in circumstances where a complementary list has been approved
by the Minister. The user must be given reasons for the decision
not
to provide services and he or she has a right of appeal.
[46]
[141]
The
Formulary referred to above will contain the essential medicines and
equipment as well as the approved health related products
that will
be used in the delivery of health care.
[47]
[142]
Medical
schemes may only offer complementary cover to services not
reimbursable by the Fund.
[48]
‘Complementary cover' means third party payment for
personal health care service benefits not reimbursed by the Fund,
including any top up cover offered by medical schemes registered in
terms of the Medical Schemes Act or any other voluntary private
health insurance fund.
[143]
From the very brief analysis above it appears that the question
whether a specific product or service will be available “
for
free”
through the Fund depends on whether it is included in
the Formulary or a complementary list. It is at present not possible
to identify
the ambit of coverage.
[144]
It is a
notorious fact that the legislation is controversial and that it may
be subjected to constitutional challenges.
[49]
[145]
The defendant argued for a 10% contingency deduction to be applied to
damages awarded in respect of future medical expenditure.
In my view
it there are too many uncertainties to apply a contingency at
present.
Interest
and costs
[146]
The plaintiff did not seek an order for interest from a date before
the date of judgment and the order I make provides for
the order that
follows by operation of law.
[147]
I am of the view that costs should be taxed on Scale C for the
following reasons:
147.1
The trial
ran for seven days and evidence was led on five days;
[50]
147.2
Complicated questions of law arose and a myriad of facts had to be
dealt with;
147.3
The plaintiff justifiably employed senior counsel;
147.4
Expert evidence was led and the evidence of the two prominent and
senior orthopaedic surgeons reflected fundamental differences
of
opinion.
Conclusion
[148]
For the reasons set out above I make the order in paragraph 1.
MOORCROFT
AJ
ACTING
JUDGE OF THE HIGH COURT OF SOUTH AFRICA
GAUTENG
DIVISION
JOHANNESBURG
Electronically
submitted
Delivered:
This judgement was prepared and authored by the Acting 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 of
the judgment is deemed to be
23 JULY 2024
COUNSEL
FOR THE PLAINTIFF:
N
VAN DER WALT SC
INSTRUCTED
BY:
JOSEPH’S
INC
COUNSEL
FOR THE DEFENDANT:
A
C McKENZIE
INSTRUCTED
BY:
KWA
ATTORNEYS
DATES:
11,
12, 13. AND 14 MARCH 2024;
24,
25, AND 27 JUNE 2024
DATE
OF ORDER:
19
JULY 2024
DATE
OF JUDGMENT:
23
JULY 2024
[1]
No evidence was led on 11 March 2024.
[2]
Substituted by GN R3397 of 12 May 2023.
[3]
In other words, R60,592.05.
[4]
R30, 240.00.
[5]
Dr Versfeld for the plaintiff and prof Ramokgopa for
the defendant.
[6]
Ms Jackson.
[7]
Relevance is the basic criterion of admissibility. See
Ruto
Flower Mills Ltd v Adelson
1958 (4) SA 235
(T) 236 and Zeffertt, Paizes & Skeen
The
South African Law of Evidence
(formerly Hoffmann & Zeffertt) (2003) p 21.
[8]
Taylor
v Munro
43 Connecticut 44.
[9]
Michael
v Linksfield Park Clinic (Pty) Ltd
2001 (3) SA 1188
(SCA) para 38.
[10]
Road
Accident Fund v Kerridge
2019 (2) SA 233 (SCA) para 50. See also
Gentiruco AG
v Firestone SA (Pty) Ltd
1972 (1) SA 589
(A).
[11]
Oppelt
v Department o
f
Health, Western Cape
2016 (1) SA 325
(CC) para 36.
[12]
Molemela
AJ (Mogoeng CJ, Moseneke DCJ, Froneman J, Khampepe J, Madlanga J,
Nkabinde J and Theron AJ concurring).
[13]
Howie
JA, Farlam JA and Chetty AJA.
[14]
Michael
and Another v Linksfield Park Clinic (Pty) Ltd and Another
2001
(3) SA 1188
(SCA) paras 34 to 40.
[15]
Schneider
NO and Others v AA and Another
2010 (5) SA 203
(WCC) 211F-H.
[16]
National
Justice Compania Naviera SA v Prudential Assurance Co Ltd (The
'Ikarian Reefer')
[1993]
2 Lloyd's Rep 68 p 81.
[17]
Schneider
NO and Others v AA and Another
2010 (5) SA 203
(WCC)
211J
to 212B. See also
Road
Accident Fund v Kerridge
2019 (2) SA 233 (SCA) para 50.
[18]
Oppelt
v Department o
f
Health, Western Cape
2016 (1) SA 325
(CC) p
ara
41.
[19]
Makgoka
JA (Wallis JA and Unterhalter AJA concurring).
[20]
Hal
obo Mml v MEC for Health, Free State
2022 (3) SA 571
(SCA) para 49.
[21]
Wallis
JA (Makgoka JA and Unterhalter AJA concurring).
[22]
Bee
v Road Accident Fund
2018
(4) SA 366 SCA)
.
[23]
The reference is to
Bee
v Road Accident Fund
2018
(4) SA 366 SCA)
para 64.
[24]
The reference is t
o
Thomas
v BD Sarens (Pty) Ltd
[2012]
ZAGPJHC 161
para 13.
[25]
Hal
obo Mml v MEC for Health, Free State
2022 (3) SA 571
(SCA) para 231.
[26]
Exhibit 2.
[27]
Exhibit 3.
[28]
Para 4.2 of the report is of considerable significance.
[29]
Small
v Small
1954
(3) SA 43
(SWA). See also
President
of the Republic of South Africa v SARU
2000
(1) SA 1
(CC) paras 61 to 65.
[30]
At the time of Ms Donaldson’s assessment the plaintiff
had completed 400 of the required 1,000 hours and had done
a short
course at the University of the Witwatersrand.
[31]
These are rounded figures. Annual bonuses of between R2,600
and R15,500 were also earned.
[32]
Shield
Insurance Co Ltd v Hall
1976 (4) SA 431 (A) 444.
[33]
Appendix 1.
[34]
Naude
v Road Accident Fund
[2013]
ZAGPJHC 25 para 21
et
seq
.
[35]
Southern
Insurance Association Ltd v Bailey NO
1984 (1) SA 98
(A) 113G to 114E.
[36]
The compulsory payment for health services before they are
needed in accordance with income levels.
[37]
The definitions are in section 1.
[38]
Section
2.
[39]
Section
57 (2) (b).
[40]
Section
7 (1).
[41]
Section
5 (1).
[42]
Section 6 (a).
[43]
Section 6 (o).
[44]
Section 7 (1) (d).
[45]
Defined in section 1 with reference to section 38 (4).
[46]
Section 7 (4) to (6)
[47]
Section 38 (4).
[48]
Section 33.
[49]
My research led me to
Solidarity
v Minister of Health and Others
[2024] ZAGPPHC 156, a judgment by Unterhalter J that is, however,
not directly relevant to this matter.
[50]
No evidence was led on the first day and last day was
reserved for argument.
sino noindex
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