Case Law[2024] ZAGPJHC 864South Africa
De Grandi v South African Airways (SOC) Limited (22/24141) [2024] ZAGPJHC 864 (5 September 2024)
High Court of South Africa (Gauteng Division, Johannesburg)
5 September 2024
Headnotes
at 532C-F that:
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## De Grandi v South African Airways (SOC) Limited (22/24141) [2024] ZAGPJHC 864 (5 September 2024)
De Grandi v South African Airways (SOC) Limited (22/24141) [2024] ZAGPJHC 864 (5 September 2024)
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sino date 5 September 2024
REPUBLIC OF SOUTH
AFRICA
IN THE HIGH COURT OF
SOUTH AFRICA
GAUTENG LOCAL
DIVISION, JOHANNESBURG
CASE NO:22/24141
(1)
REPORTABLE: NO
(2)
OF INTEREST TO OTHER JUDGES: NO
(3)
REVISED: NO
DATE:
05/09/2024
SIGNATURE
In
the matter between:
NAOMI
DE GRANDI
Applicant
and
SOUTH
AFRICAN AIRWAYS (SOC) LIMITED
Respondent
JUDGMENT
McCAFFERTY
AJ:
Introduction
1.
The Plaintiff ("Applicant") seeks
to Amend her already amended Particulars of Claim, in their entirety,
in terms of Rule
28(4), of the Uniform Rules of Court ("the
Rules").
2.
The Applicant also seeks condonation for
the late delivery of her Application for Leave to Amend.
3.
The Defendant ("Respondent")
opposes the Application for Leave to Amend and the granting of
condonation. Briefly,
the Respondent contends that:
3.1
this application is another attempt by the
Applicant to cure shortcomings in her Particulars of Claim as
identified by the Respondent's
notices in terms of Rule 23(1) and
30(2), by way of an amendment. Further that, if granted, the
amendment will still render
the Particulars of Claim excipiable on
account of it being vague and embarrassing and lacking the necessary
averments to sustain
a cause of action;
3.2
the Applicant has furnished an inadequate
explanation for the delay and has poor prospects of success and
condonation should be
denied.
4.
Before I consider below the grounds of
objection summarised above in sub-paragraph 3.1, I will deal with
condonation.
Condonation
The Applicants case on
Condonation – The Founding Affidavit deposed to by Mr Graham,
the Applicant's Attorney of Record ("Mr
Graham")
5.
In summary, the Applicant avers that:
5.1
the
Applicant delivered her Notice of Intention to Amend on 7 June
2023
[1]
. The Applicant
wishes to amend her Particulars of Claim as set out in the Notice and
believes that the Respondents objection,
served on 22 June 2023
[2]
is
a mere delay tactic;
5.2
the Application for Leave to Amend must be
brought within 10 days from the date of objection and the Application
for Leave to Amend
was delivered two days late;
5.3
the degree of lateness is not excessive and
the Respondent has not taken any further steps since the objection
was raised;
5.4
the office of the Applicant’s
attorney had to consult with the Applicant following the objections
raised by the Respondent
and further, had to refer the matter to
counsel for an opinion on how to proceed. This resulted in the
delay in delivering
the Application for Leave to Amend;
5.5
the Applicant is of the view that the
objections raised by the Respondent to the proposed amendments are
without merit and the Respondent
is merely avoiding the serving of
its Plea. It is because of this that the Applicant believes
that her Application for Leave
to Amend has high prospects of
success;
5.6
the Applicant is the only one who stands to
suffer any prejudice should the condonation not be granted as the
action will be dismissed
before it can be heard by this Court and she
will continue to suffer and be prejudiced without her income.
The
Respondents case on Condonation – the Answering Affidavit
deposed to by Mr Simon Ngwenya, an Employee Relations Specialist,
employed by the Respondent
6.
In summary, the Respondent avers that:
6.1
the Applicant had no intention to lodge an
Application for Leave to Amend. The said application was only brought
in response to
the Respondent's stated intention to proceed with an
exception. This intention was communicated to the Applicants
attorneys of
record on 10 July 2023 by the Respondent's attorneys of
record;
6.2
the Respondent denies that the reasons
advanced for the delay by the Applicant are valid. On previous
occasions, the Applicant's
attorneys had requested an indulgence in
circumstances where they needed to consult the Applicant and
counsel. The Applicant
had asked for eight indulgences
previously;
6.3
the period of time provided for in terms of
the Rules to file an application for Leave to Amend after receiving
an objection to
an intended amendment is sufficient to allow the
Applicant time to consult with its representatives and prepare a
substantive application,
where necessary.
6.4
Mr Graham, who has not provided any
confirmatory affidavits, also fails to state:
6.4.1
on which date he consulted with his client;
6.4.2
on which date he requested an opinion from
counsel;
6.4.3
from which counsel he requested the
opinion;
6.4.4
when he obtained the opinion from counsel;
6.4.5
why counsel could not provide the opinion
within a timeframe which allowed for compliance with the rules;
6.4.6
why no indulgence was sought from the
Respondent;
6.4.7
why no correspondence was sent to the
Respondent stating an intention to bring the application to amend;
and
6.4.8
when drafting of the application to amend
commenced.
6.5
The only party that stands to suffer
prejudice in this matter is the Respondent. Even if it is contended
that the Applicant will
also suffer prejudice (which is denied) it is
submitted that the prejudice that the Respondent stands to suffer,
outweighs that
of the Applicant, if any.
6.6
The Respondent is continuously prejudiced
because it incurs unnecessary legal costs occasioned by the Applicant
continually seeking
a cause of action through numerous attempted
amendments.
6.7
No purpose would be served in granting the
Applicant condonation given that the proposed amendment does not cure
the Respondent's
cause of complaint.
The Legal Principles –
the general approach to applications for condonation
7.
The
test for the grant of condonation has been stated to entail the
factors enumerated in Melane v Santam Insurance
[3]
,
where the Court held, at 532C-F that:
"In deciding
whether sufficient cause has been shown, the basic principle is that
the Court has a discretion to be exercised
judicially upon a
consideration of all the facts and, in essence, is a matter of
fairness to both sides. Among the facts
usually relevant are
the degree of lateness, the explanation therefore, the prospects of
success, and the importance of the case.
Ordinarily these facts
are inter-related; they are not individually decisive, for that would
be a piecemeal approach incompatible
with a true discretion."
8.
The
factors usually considered by a Court in considering an Application
for Condonation include the degree of non-compliance, the
explanation
therefore, the importance of the case, the Applicants prospects in
the main proceedings, the prejudice caused to the
Respondent and the
avoidance of unnecessary delay in the administration of Justice.
[4]
9.
The
interests of justice, however, is an overarching consideration.
[5]
10.
It
is trite that condonation is not a formality or merely for the
asking. A party seeking condonation must show sufficient
cause
by providing a full and reasonable explanation for the non-compliance
with the Rules or Court's direction.
[6]
11.
The
granting or refusal of condonation is a process which involves the
balancing of the competing factors outlined above.
Even where
the delay is minimal and a satisfactory explanation has been provided
for the delay, weak prospects of success may nevertheless
warrant the
denial of condonation.
[7]
Analysis on
Condonation
12.
The degree of delay is only a period of two
days. This is not excessive. The explanation put forward by the
Applicant for
the delay, while lacking in the detail sought by the
Respondent, is nonetheless sufficient. It does not seem to me that
the nature
of the particularity sought by the Respondent, such as the
identity of the counsel who was consulted, when the opinion was
requested
from him/her and when the opinion was received are
reasonably necessary. It obviously falls to Mr. Graham to arrange the
consultation
with counsel, and with the Applicant and to attend to
the drafting of the Application. These matters are within his
personal knowledge
and the lack of a Confirmatory Affidavit from the
Applicant similarly does not seem to me to take matters any further.
It
is not suggested that the Applicant or Mr. Graham have acted
mala
fide
. Whilst the prospects of success
are under challenge, the case is obviously of considerable importance
to the Applicant, who is
claiming an amount of more than R 7 million.
13.
In the exercise of my discretion, I have
considered the balance between the competing factors referred to
above, including the interests
of justice. In my view, the scale is
tipped in favour of condonation being granted.
Background
14.
In her Notice of Intention to Amend dated 7
June 2023, the Applicant seeks to amend her Particulars of Claim
entirely. I point
out that there are errors in the paragraph
numbering of the proposed amended Particulars of Claim. The first
fifteen paragraphs
of her Particulars of Claim are correctly numbered
1 to 15, respectively. The six paragraphs that follow should
therefore have
been numbered 16 to 21, respectively. These are
currently incorrectly numbered as paragraphs 13 to 18, respectively.
I will indicate
the correct paragraph number in square brackets
below.
15.
The main focus of the objection by the
Respondent relates to paragraphs 9,14 [17], and 16[19] of the
proposed amended Particulars
of Claim. For convenience, these
paragraphs of the proposed amended Particulars of Claim are set out
below:
"9. On or about
the 18
th
of August 2006, the Defendant through its
respective HR representative along with UASA(AIWU) and South African
Transport and Allied
Workers Union (SATAWU) on behalf of the
Plaintiff entered into a Collective Agreement on Employment
Conditions (hereinafter referred
to as the collective agreement). See
attached herein a copy of the collective agreement marked Annexure
CA"
"14.[17] The
Defendant threatened the Plaintiff with dismissal. The Defendant
carried out the threats and unlawfully terminated
the Plaintiff's
employment contract on the 27
th
of November 2019. The
unlawful termination subsequently led to the Plaintiff's income
protection claim being terminated and further
rendered the Plaintiff
without any income. The termination of employment letter is attached
herein and marked Annexure E."
"16.[19] The
Plaintiff contends that her dismissal remains unlawful for one or
more of the following reasons;
16.1[19.1] The
Defendant failed to implement its own grievance procedure to resolve
the dispute lodged by the Plaintiff to its finality;
16.2[19.2] The
Defendant unlawfully and maliciously refused the Plaintiff to have
access to her accident report to enable her to
file an RAF claim
which would have compensated her for the occupational injuries.
16.3[19.3] The
Defendant maliciously denied the Plaintiff to prosecute her grievance
to her satisfaction and in return crafted charges
where they knew
would lead to her dismissal and to lose her medical boarding income.
16.4[19.4] The
dismissal left the Plaintiff impoverished due to the loss of her
medical boarding income.
16.5[19.5] The
Defendant intentionally denied the Plaintiff an opportunity to appear
in person to address the grievance as per its
own grievance procedure
and when she enforced the said right, the Defendant unlawfully
terminated her employment. The forfeiture
of benefit letter is
attached herein and marked Annexure F".
16.
In its Notice of Objection dated 22 June
2023, the Respondent objects to the paragraphs referred to above as
follows:
"4. There are no
facts pleaded, however, to demonstrate that the institution of
disciplinary proceedings in the absence of
resolution of a grievance
either (i) breached the plaintiff's contract of employment and if so,
which provision; or the (ii) the
contract of employment (and if so,
which provision) precluded the termination of the agreement whilst a
grievance process remained
pending; or (iii) there is a rule in law
(and if so, what rule) which precluded an employer terminating a
contract of employment
whilst a grievance process remains pending.
5. Absent such
averments being pleaded in the proposed amended particulars of claim,
a termination of employment while a parallel
grievance process is
being run does not amount to a breach of the plaintiff's contract of
employment at common law or a breach
of a legal duty on the part of
the defendant so as to render the termination of the plaintiff's
employment unlawful.
6. As a result, the
proposed amendment renders the particulars of claim vague and
embarrassing. It is furthermore objectionable
because it does not
cure the excipiability of the plaintiff's particulars of claim and/or
will result in unrepairable prejudice
to the defendant.
7. The defendant is
therefore prejudiced in its ability to plead to the particulars of
claim should the amendment take effect."
The Applicant’s
Founding Affidavit
17.
In
summary, the Applicant (under the headings used by it) avers that:
"Background to
the Application for Leave to Amend"
18.
The
Applicant issued summons against the Respondent on 8 July 2022
[8]
.
The Respondent entered an appearance to defend.
19.
On
or about 31 August 2022
[9]
, the
Respondent served the Applicant with a notice in terms of Rule 23(1)
and 30(2)(b), in which the Respondent alleged that the
Applicant's
Particulars of Claim were irregular, vague and embarrassing,
alternatively that they lacked the necessary averments
to sustain a
cause of action in that:
19.1
the Particulars of Claim do not specify the
facts relied upon by the Applicant to allege that the termination of
her employment
was unlawful;
19.2
that the Particulars of Claim do not comply
with Rules 18(4) and 18(10).
20.
The Applicant subsequently requested
further documents from the Respondent including the Applicant's
Employment Contract and Medical
Boarding Policy for the purposes of
amending the initial Particulars of Claim to which the said exception
was raised. The
Respondent furnished the Applicant with some of
the required documents and the rest are still outstanding. The
Applicant's
proposed amendments are based on these documents.
21.
On
or about 10 February 2023, the Applicant served the Respondent with a
Notice of Intention to Amend in terms of Rule 28 (1)
[10]
.
The Respondent did not object to the Notice and that amendment was
effected.
22.
On
or about 27 March 2023, the Respondent served the Applicant with a
Notice to Remove cause of complaint in terms of Rule 23 and
30
[11]
,
repeating the allegations made in the Respondents earlier notice of
31 August 2022, referred to above.
23.
In
response, on 20 April 2023, the Applicant gave Notice of Intention to
Amend in terms of Rule 28
[12]
.
24.
On
or about 8 May 2023, the Respondent served the Applicant with an
objection alleging that the proposed amendments do not cure
the cause
of complaint raised in the Respondents above mentioned notice of 27
March 2023
[13]
.
25.
On
or about 8 June 2023, the Applicant served the Respondent with a
Notice of Withdrawal in respect of its above mentioned Notice
of
Intention to Amend served on 20 April 2023
[14]
.
26.
On or about 7 June 2023, the Applicant
served another Notice of Intention to Amend, which notice is the
subject matter of the current
objection by the Respondent.
“
The
Objection is without merit”
27.
Having
recited the wording of the objection, the Applicant avers that:
27.1
the material terms relied upon by the
Applicant are clearly, coherently and specifically pleaded in that
the Applicant's claim emanates
from an incident which occurred on 21
March 2019 and from that same incident a series of events are further
pleaded which resulted
in the Applicant's unlawful dismissal and loss
of income;
27.2
the Applicant need not plead the evidence.
Further, that if the Respondent disagrees with the allegations, then
the Respondent must
simply disprove otherwise and the Applicant will
bear the onus to prove her claims;
27.3
a simple approach (as adopted by the
Applicant) allows the parties to ventilate themselves at trial.
Further, that the complaints
raised by the Respondent (go to) the
facta probantia
which must not be mistaken to be the
facta
probanda
. What the Respondent
seeks by way of its objection is the pleading of evidence. Parties
do not plead evidence;
27.4
what is sought to be pleaded by the
Applicant does not in any way prejudice the Respondent to an extent
that it cannot plead.
It appears from the conduct of the
Respondent that no matter how many times the Applicant amends, the
Respondent will raise an
objection even to the most technical aspects
of the pleading;
27.5
there is no trial date in this matter and
no prejudice caused to the Respondent and no reasonable ground
(exists) as to why the
amendment should be refused; and
27.6
that the objection raised by the Respondent
is unsound and/or serves only to delay the process.
The Respondent’s
Answering Affidavit
28.
In summary, the Respondent (
ad
seriatim
) avers that:
28.1
the Respondent's objection is not
"a
mere delay tactic"
. The Applicant
has sought to amend her Particulars of Claim three times. Despite the
proposed amendment, the Particulars of Claim
remain vague and
embarrassing and do not comply with Rules 18(4) and 18(10);
28.2
the Respondent denies the allegation that
its objection is without merit and that the Respondent is merely
avoiding serving its
Plea. The Respondent cannot serve its Plea in
circumstances where the Particulars of Claim are unclear, and not
concise and do
not put forward a proper and ascertainable cause of
action which would enable the Respondent to know what case it has to
meet;
28.3
the
Respondent denies that some of the documents requested by the
Applicant from the Respondent are still outstanding.
[15]
The
Applicant managed to obtain a legal opinion and thereafter amended
her Particulars of Claim subsequent to the furnishing of
documents to
the Applicant by the Respondent. The Respondent is under no
obligation to furnish the Applicant with documents to
assist her to
advance a coherent cause of action: this in circumstances where she
has failed to utilise any mechanisms for the
delivery or the
disclosure of documents in terms of the Rules;
28.4
the Respondent refrains from engaging in a
legal debate regarding
facta probanda
and
facta
probantia
. It is not appropriate for
the Respondent to be left to guess on what basis it purportedly
breached the Applicant's contract of
employment or acted unlawfully
and to prepare for trial without such clarification;
28.5
the Respondent is advised that if an
amendment will render a pleading excipiable it will not be allowed
unless exceptional circumstances
exist. The Applicant has not
established any exceptional circumstances; and
28.6
the prejudice that will be suffered by the
Respondent if the amendment is allowed cannot be cured by a costs
order.
The Law on Amendments
29.
Rule
28 of the Rules regulates amendments to pleadings. In deciding
whether to grant or refuse an amendment the court exercises
a
discretion. A court when exercising a discretion tends towards
granting an amendment to ensure that justice is done between
the
parties.
[16]
30.
Amendments
will generally be allowed unless the application to amend is
mala
fide
or such amendment would cause an injustice to the other side which
cannot be compensated by costs.
[17]
31.
In Affordable Medicines Trust and Others v
Minister of Health and Others
[2005] ZACC 3
;
2006 (3) SA 247
(CC) at para 9, the
court stated:
"…
Amendments
will always be allowed unless the amendment is mala fide (made in bad
faith) or unless the amendment will cause an injustice
to the other
side which cannot be cured by an appropriate order for costs or
"unless the parties cannot be put back for the
purposes of
justice in the same position as they were when the pleading which it
is sought to amend was filed.
"
Principles of
Pleadings
General
32.
It
is trite that the object of pleading is to bring clearly to the
notice of the court and the parties against whom a claim is brought,
the issues upon which reliance is to be placed.
[18]
This
object can only be attained when each party states its case with
precision.
[19]
33.
It
is therefore incumbent on an applicant to clearly and concisely state
on what facts its claim is based. The plaintiff is required
to do so
with “such exactness that the defendant will know the nature of
the facts which are to be proved against him so
that he may
adequately meet them in court and tender evidence to disprove the
plaintiff’s allegations”.
[20]
34.
This
requires the following –
“…
every
fact which it would be necessary for the plaintiff to prove, if
traversed, in order to support his right to the judgment of
the
Court. It does not comprise every piece of evidence which is
necessary to prove each fact, but every fact which is necessary
to be
proved."
[21]
Exceptions Generally
35.
An
exception is a preliminary procedure which operates as an objection
to the essence of a pleading. Its aim is to avoid the
leading
of unnecessary evidence and to dispose of a case in whole or in part
in an expeditious and cost-effective manner.
[22]
To
this end, an exception provides a “useful mechanism to weed out
cases without legal merit”.
[23]
36.
In
Southernport
Developments (Pty) Ltd v Transnet LTD
2003
(5) SA 655
(W) the court formulated the test on exceptions as
follows:
“
In
order for an exception to succeed, the excipient must establish that
the pleadings is excipiable on every interpretation that
can be
reasonably attached to it. A charitable test is used on exception
especially in deciding whether a cause of action is established,
and
the pleader is entitled to a benevolent interpretation. The Court
should look at a pleading with a magnifying glass of too
high power.
The pleadings must be read as a whole, no paragraph can be read in
isolation.
”
[24]
37.
The
Court in the matter of
Pretorius
and Another v Transport Pension Fund and Others
2019 (2) SA 37 (CC)
[25]
held
that:
"
In deciding an
exception the court must accept all allegations of fact made in the
particulars of claim as true; and may not have
regard to any other
extraneous facts or documents, it may uphold the exception to the
pleading only when the excipient has satisfied
the court that the
cause of action or conclusion of law in the pleading cannot be
supported on every interpretation that can be
put on the facts.
The purpose of an exception is to protect litigants against claims
that are bad in law or against an embarrassment
which is so serious
as to merit the costs even of an exception. It is a useful
procedural tool to weed out bad claims at
an early stage, but an
overly technical approach must be avoided.
"
Vague and Embarrassing
38.
An
exception premised on a pleading being “vague and embarrassing”
refers to an instance where there is some defect
or incompleteness in
the manner a cause of action is set out, which results in
embarrassment to the defendant.
[26]
An
excipient must demonstrate that it will be seriously prejudiced if
the offending allegations are not expunged before an exception
that a
pleading is vague or embarrassing is upheld.
No cause of action
39.
The
purpose of an exception that a pleading does not disclose a cause of
action is to dispose of the case, as pleaded, in whole
or in part, in
an expeditious and cost-effective manner.
[27]
40.
In
order to disclose a cause of action, a pleading must set out every
material fact which it would be necessary for the party to
prove, if
traversed, in order to support his right to judgment of the
court.
[28]
A
pleading which fails to meet this standard is excipiable.
[29]
41.
In
the context of an application for leave to amend, if an amendment
will render a pleading excipiable, it will not be allowed unless
exceptional circumstances exist.
[30]
Analysis
42.
The Respondent argues that a termination of
employment while a parallel grievance process is being run does not
amount to a breach
of the Applicants contract of employment at common
law or a breach of a legal duty on the part of the Respondent so as
to render
the termination of the Applicants employment unlawful.
43.
The Respondent further complains that no
facts are pleaded which demonstrate that the institution of
disciplinary proceedings in
the absence of the resolution of a
separate grievance process:
43.1
breached the Applicants contract of
employment and if so, which provision;
43.2
(whether) the contract of employment (and
if so, which provision) precluded the termination of the agreement;
43.3
(whether) there is a Rule in Law (and if
so, what rule) which precludes an employer from terminating a
contract of employment whilst
a grievance process remains pending.
44.
The Respondent submits that the failure to
plead the necessary ingredient of what, if factually established, as
giving rise to an
"unlawful termination" of a contract of
employment, means that the Applicant has failed to meet the requisite
standard
for the pleading of triable causes of action. That is
because, so it is argued, that the Applicants Particulars of Claim
fail to advance "every fact which it would be necessary for the
Plaintiff to prove, if traversed, in order to support [her]
right to
the judgment of the Court.
45.
The Respondent submits that the prejudice
to it in the circumstances is manifest: the Respondent is not placed
in a position to
understand the issues upon which reliance is placed
by the Applicant in pursuit of her claim. Further, that this
clearly
impacts upon its ability to plead an adequate defence to the
action.
46.
For these reasons it is further submitted
that the Applicants pleaded claim, on the express allegations
advanced by the Applicant,
fail to disclose the averments necessary
to sustain the causes of action set out therein.
Do the complaints have
merit?
47.
The
Applicant's claim has its roots in the collective agreement on
Employment Conditions which it is alleged has application between
the
parties. The said agreement, which is attached to the proposed
amended pleadings
[31]
,
contains provisions which deal with,
inter
alia,
the
Grievance Procedure to be followed by the Applicant and the
Respondent should there be a dissatisfaction or feeling of unfair
practice or working conditions experienced by an employee.
[32]
48.
In
summary, the Applicant alleges that she lodged a grievance in terms
of the Grievance Procedure because she was subjected to "
biased
and unprofessional behaviour and discriminated upon
by
the Employees
"
of the Respondent.
[33]
The
Applicant's complaint was dismissed by a Manager of the Respondent.
This caused her to lodge a grievance against the said
Manager.
[34]
Her
grievance was dismissed.
[35]
This
caused her to lodge a grievance against that decision. Her
grievance "was never resolved and the said grievance
was never
addressed and/or attended".
[36]
In
the result she requested a meeting with the General Manager of the
Respondent. Her request was denied.
[37]
She
insisted on the meeting in order to resolve the dispute. The
Respondent responded with threats and a warning to terminate
the
Applicants employment should she continue sending emails requesting
the said meeting.
[38]
The
Respondent threatened the Applicant with dismissal, and carried out
the threats and unlawfully terminated the Applicants Employment
Contract.
[39]
49.
Against
this background the Applicant alleges,
inter
alia
,
in paragraph 16[19]
[40]
of
her proposed Amended Particulars of Claim that:
49.1
the Respondent failed to implement its own
grievance procedure to resolve the dispute lodged by the Applicant to
its finality;
49.2
the Respondent intentionally denied the
Applicant an opportunity to appear in person to address her grievance
as per the Respondent's
own grievance procedure and when she enforced
her said right, the Respondent unlawfully terminated her employment;
49.3
the Respondent maliciously denied the
Applicant to prosecute her grievance and in return crafted charges
where they knew would lead
to her dismissal and to lose her medical
boarding income.
Analysis on
excipiability
50.
It seems to me that the unlawfulness of the
Applicant's dismissal arises because of the alleged malicious intent
of the Respondent
towards her, as exhibited by the alleged failure by
the Respondent to follow its own Grievance Procedure to the detriment
of the
Applicant and the alleged "intentional denial" of
her right to be heard. Further, that because of her complaint
and her insistence to exercise her right, the Respondent, in
retaliation ("in return") instituted disciplinary
proceedings
in which it fashioned ("crafted") charges of
the sort which the Respondent knew would lead to the dismissal of the
Applicant
and the loss of her medical boarding income.
51.
The Respondent’s objection is
anchored in the premise that the Applicant’s grievance was
“pending”. Hence,
the Respondent’s complaint is
that the Applicant should plead facts which demonstrate that there
was a contractual provision
breached by the Respondent because of its
institution of disciplinary proceedings, “whilst the grievance
of the Applicant
was pending” or whether there was a provision
which precluded the termination of her employment “whilst the
grievance
process remained pending” or whether there is a rule
of law which precludes the employer from terminating a contract of
employment
“whilst a grievance process is pending”.
52.
In my view this approach by the Respondent
is misconceived.
53.
The Applicant does not allege that her
grievance procedure was “pending”. She alleges that her
grievance was “never
addressed and/or attended (to).”
Further, that the respondent “failed to implement its own
grievance procedure”
to resolve the dispute lodged by her to
finality. Also, that the Respondent “maliciously denied”
her (the opportunity)
to prosecute her grievance to her satisfaction.
On this basis, the grievance procedure was not simply “pending”,
it
was deliberately and maliciously frustrated.
54.
If the Applicant is able to lead evidence
regarding the allegations of malice, or put another way, the
intention to harm her by
bringing about her dismissal unfairly, that
renders her dismissal unlawful, and it constitutes a proper cause of
action which is
not vague and embarrassing.
55.
There is another issue regarding the
alleged failure by the Applicant to comply with the requirements of
Rules 18(4) and 18(10).
In this regard:
55.1
On
28 February 2023, the Applicant filed her Amended Particulars of
Claim
[41]
. Paragraph
11
[42]
read
as follows:
"
As a result of
the unlawful termination of the employment by the Defendant, the
Plaintiff suffered damages in the amount of R7,850,938.50
as
calculated by the actuaries. See attached herein and marked
Annexure G the actuaries report.
"
55.2
On
27 March 2023, the Respondent filed its Notice to Remove Cause of
Complaint in terms of Rule 23 and 30
[43]
.
In its second complaint, the Respondent took aim at the
above-mentioned paragraph 11 of the proposed amended Particulars
of
Claim.
55.3
On
20 April 2023 the Applicant gave notice of Intention to Amend in
terms of Rule 28
[44]
. It
was proposed that the contents of the then existing paragraph 11
would be deleted and substituted with the following
paragraph:
"
As a result of
the Defendant's termination of the Plaintiff's services, the
Plaintiff suffered damages to the value of R7 850 938.00
as a loss of
income calculated at the rate of R12 135 per month from the date of
termination to date of retirement alternatively
as quantified in the
Plaintiff's actuarial report. See attached herein and marked
Annexure G."
55.4
On
8 May 2023, the Applicant objected to the Respondents Notice of
Intention to Amend of 20 April 2023, above
[45]
.
The said notice did not take issue with the proposed amended
paragraph 11. The objection was directed solely at the proposed
amendment of paragraph 9 of the Particluars of Claim.
55.5
On
8 June 2023, the Applicant withdrew its Notice of Intention to Amend
dated 20 April 2023
[46]
.
55.6
On
or about 7 June 2023, the Applicant delivered its (current) Notice of
Intention to Amend
[47]
.
The proposed relevant amendment now at paragraph 17[20] is this:
"
As a result of
the unlawful termination of employment by the Respondent, the
Applicant suffered loss of income in the amount of
R7 850 938.00
(Seven Million Eight Hundred and Fifty Thousand Nice Hundred and
Thirty-Eight Rands) as calculated by the actuaries.
See
attached herein and marked Annexure G of the actuaries report."
55.7
On
23 June 2023 the Respondents filed its (current) objection to the
Applicant's Notice of Intention to Amend of 7 June 2023
[48]
.
The complaint is directed at paragraphs 9, 14 and 16[19], which
paragraphs are not concerned with the quantification of
the
Applicant’s claim.
56.
Be
that as it may. I note that in the Applicant's Founding Affidavit,
the deponent cites the provisions of Rule 18(4) and 18(10)
[49]
.
In the Respondent’s Answering Affidavit, the Respondent states
that there has not been compliance with Rule 18(10)
but says nothing
more about it.
[50]
57.
The Applicant’s counsel, however,
dealt with the issue in the Applicant’s heads of argument. I
observe that the issue
was not dealt with in the Respondent’s
heads of argument. Nevertheless, during the hearing, counsel for the
Respondent made
it plain that this objection was still very much
alive and that the Respondent persisted with it.
58.
The Applicant’s argument is that, in
proper compliance with Rule 18(4) she had set out all of the relevant
facts chronologically
relied on by her. Further, and having regard to
Rule 18(10), she attaches an expert actuarial report which is
formulated on the
salary which the Applicant was receiving during her
medical boarding. The report explains that the Applicant would have
received
the said income until age of retirement had it not been for
the unlawful termination of employment by the Respondent. The report
also factors in inflation and deflation.
59.
Counsel for the Respondent, as I recall,
argued that the actuaries report had based its calculation on a
retirement age of 65, whereas
it ought to have been 62 years of age.
60.
Nonetheless,
the approach to the pleading of quantum is robust and practical.
The Applicant must plead her damages such that
the Respondent may
reasonably assess whether to plead. As explained in
Minister
van Wet en Orde v Jacobs
:
[51]
"
[A] Defendant is
not entitled to insist on such specified details and information
which would enable him to make a precise, measured
and accurate
calculation of the Plaintiff's damages as to mathematically verify
the correctness of the amounts claimed.
The Defendant is also
not entitled to insist upon an abbreviated statement of Plaintiff's
intended evidence to substantiate the
respective claims.
What
is therefore required is only such details as would reasonably enable
the Defendant to estimate the quantum of the Plaintiff's
damages in
accordance with the guidelines of Court Rule 18(10) and not such
details as would reasonably enable the Defendant to
check whether the
Plaintiff's estimate of the quantum is correct
".
61.
By
doing so, the other party should be adequately put into the picture
as to the basis of the damages so that it can plead or decide
to
tender and plead.
[52]
But
there is no present duty upon the Plaintiff to give, as it were, an
advance abridged addition of their evidence to establish
their
damages at the trial.
[53]
62.
I consider that the Applicant has complied
adequately with the provision of Rule 18(4) read with Rule 18(10).
63.
In my view, the Applicant is entitled to a
benevolent interpretation of her pleadings. The Applicant has not
been shown to be
mala fide,
and the granting of the amendment will facilitate the proper
ventilation of the dispute between the parties. Ultimately,
I
consider it to be in the interest of justice to grant the amendment.
64.
In the result I make the following orders:
64.1
the late filing of the Applicants
Application for Leave to Amend her Particulars of Claim is condoned;
64.2
the Applicant is granted Leave to Amend her
Particulars of Claim;
64.3
the Applicant is to deliver her amended
pages within 5 days of this Order;
64.4
the Respondent is ordered to pay the
Applicant’s costs of the Application.
S McCafferty AJ
ACTING JUDGE OF THE HIGH
COURT OF SOUTH AFRICA
GAUTENG LOCAL DIVISION
JOHANNESBURG
APPEARANCES
For
the Applicant
Adv
K Letsoalo
Instructed
by
Graham
Attorneys
For
the Respondents
Adv
P Moll
Instructed
by
Edward
Nathan Sonnenburg Inc
Date
of Hearing
4
June 2024
Date
of Judgment
05
September 2024
[1]
Founding
Affidavit, para 2.2, CaseLines 13-6, Notice of intention to Amend,
CaseLines 11-1 to 11-76
[2]
Founding
Affidavit, para 2.2, CaseLines 13-6, Notice of Objection, Caselines
12-1 to 12-3
[3]
Melane
v Santam Insurance
1962(4) SA 532(A)
[4]
Dengetenge
Holdings (Pty) Ltd v Southern Sphere Mining and Development Company
Ltd and Others
[2013]2 All SA 251 (SCA) at para 11
[5]
Grootboom
v National Prosecuting Authority and Another
(2014)
1 BLLR 1
( CC)
[6]
Batlhale
Holdings v C And H Yard Ltd and Others
(081339/2023)[2023]
ZA GP JHC 1062 (17 August 2023)
[7]
Valor
IT v Premier, North West Province and Others
2021 (1) SA 42
(SCA) at para 38
[8]
Founding
Affidavit para 3.2, CaseLines 13-07, read with CaseLines 13-19
[9]
Founding
Affidavit para 3.3, CaseLines 13-07, read with, CaseLines 13-20
[10]
Founding
Affidavit para 3.5, CaseLines 13-07 read with CaseLines 13-19
[11]
Founding
Affidavit para 3.6, CaseLines 13- 08, read with CaseLines 13-22
[12]
Founding
Affidavit para 3.7, CaseLines 13-08, read with CaseLines 13-23
[13]
Founding
Affidavit para 3.7, CaseLines 13-08, read with CaseLines 13-24
[14]
Founding
Affidavit para 3.8, CaseLines 13-08 read with CaseLines 13-24
[15]
During
argument it was conceded by counsel for the Applicant that all of
the documents requested by the Applicant from the Respondent
had
been provided to the Applicant.
[16]
Harms
Civil Procedure in the Superior Courts B-189
[17]
Moolman
v Estate Moolman 1927 CPD 27
[18]
Imprefed
(Pty) Ltd v National Transport Commission 1993(3)SA 94(A) at 107C-E
("Imprefed")
[19]
See Odgers' Principles of Pleading
and Practice in Civil Actions in the High Court of Justice quoted in
Imprefed
at 107C-E
[20]
Benson
and Simpson v Robinson 1917 WLD 126
[21]
McKenzie
v Farmers Co-operative Meat Industries Ltd
1922
AD 16
("
McKenzie
")
at 23
[22]
Colonial
Industries Ltd v Provincial Insurance Co Ltd
1920
(CPD) 627 ("
Colonial
Industries
")
at 630
[23]
Telematrix
(Pty) Ltd t/a Matrix Vehicle Tracking v Advertising Standards
Authority SA
2006
(1) SA 461
(SCA) at para 3
[24]
Southernport
Developments (Pty) Ltd v Transnet LTD
2003 (5) SA 655
(W) at para 6 (i)-(iv)
[25]
Pretorius
and Another v Transport Pension Fund and Others
2019 (2) SA 37
(CC) at para 15
[26]
Trope
v South African Reserve Bank
[1993] ZASCA 54
;
1993
(3) SA 264 (A) ("
Trope
")
at 268F
[27]
Colonial
Industries at 630. See also
Barclays
National Bank Ltd v Thompson
1989 (1) SA 547
(A) at 553G-I
[28]
The
standard for what is required in pleading a cause of action was
established in McKenzie at 23, where the court stated it as
follows:
"…
every fact which it would be necessary
for the plaintiff to prove if traversed, in order to support his
right to the judgment
of the Court. It does not comprise every
piece of evidence which is necessary to provide each fact, by every
fact which
is necessary to be proved
."
[29]
McKelvey
v Cowan NO
1980
(4) SA 525
(Z) at 526D-E
[30]
Cross
v Ferreira
1950
(3) SA 443
(C) at 450 endorsed by
President
Insurance Co Ltd v Yu Kwam
1962 (3) SA 766
(A) at 772
[31]
Collective
Agreement on Employment Conditions, Annexure CA, Caselines p
11-17-47
[32]
Proposed
Amended Particulars, para 9, CaseLines 11-3
[33]
Proposed
Amended Particulars, para 12, CaseLines 11-5
[34]
Proposed
Amended Particulars, para 13, CaseLines 11-5
[35]
Proposed
Amended Particulars, para 14, CaseLines 11-5
[36]
Proposed
Amended Particulars, para 15, CaseLines 11-5
[37]
Proposed
Amended Particulars, para 15, CaseLines 11-5
[38]
Proposed
Amended Particulars, para 13, CaseLines 11-6 (paragraphs incorrectly
numbered here)
[39]
Proposed
Amended Particulars, para 14, CaseLines 11-6 (paragraphs incorrectly
numbered here)
[40]
Proposed
Amended Particulars, para 16, CaseLines 11-6 (paragraphs incorrectly
numbered here)
[41]
Caselines
06-1-35
[42]
Caselines
06-8
[43]
Caselines
07-1-4
[44]
Caselines
08-1-39
[45]
Caselines
09-1-4
[46]
Caselines
10-1-3
[47]
Caselines
11-1-78
[48]
Caselines
12-1-4
[49]
Founding
Affidavit paragraphs 4.4 and 4.6, Caselines 13-10
[50]
Answering
Affidavit, para 31, CaseLines 15-8 to 15-9
[51]
1999(1)
SA 944(O) at 952J/953B
[52]
Co
Op and Another v Motor Union Insurance Co Ltd
1959(4) SA273 (W) at 277H
[53]
Co
Op at 278A
sino noindex
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