Case Law[2023] ZAGPJHC 304South Africa
R.P.B v D.B (17/07113) [2023] ZAGPJHC 304 (6 April 2023)
High Court of South Africa (Gauteng Division, Johannesburg)
6 April 2023
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## R.P.B v D.B (17/07113) [2023] ZAGPJHC 304 (6 April 2023)
R.P.B v D.B (17/07113) [2023] ZAGPJHC 304 (6 April 2023)
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sino date 6 April 2023
IN
THE HIGH COURT OF SOUTH AFRICA
(GAUTENG
LOCAL DIVISION, JOHANNESBURG)
#### Case No. 17/07113
Case No. 17/07113
NOT REPORTABLE
NOT OF INTEREST TO OTHER JUDGES
REVISED
In the matter between:
RPB
Plaintiff
and
DB
Defendant
##### JUDGMENT
JUDGMENT
WILSON J:
1
The
Plaintiff, RPB, is married to the defendant, DB, out of community of
property, subject to the accrual system. He seeks a decree
of
divorce, an order that the matrimonial home be sold, and an order
appointing a liquidator to divide the accrued marital estate
between
the parties. DB counter-claims for an order directing that RPB
should forfeit his portion of the accrued marital
estate, and an
order that RPB should contribute R8 500 per month (adjusted to R500
per month in counsel’s written submissions)
to the maintenance
of the parties’ adult son, who is 26 years old, working
part-time, and studying a degree course in the
humanities.
The division of the parties’
estate
2
Section
3 (1) of the Matrimonial Property Act 88 of 1984 (“the MPA”)
provides that, on the dissolution of the parties’
marriage, the
spouse whose estate has accumulated the greater value during the
marriage must generally pay half of the value of
that accrual to the
other party. However, section 9 of the MPA permits a court to direct
that the spouse to whom the accrual payment
is due will forfeit that
right, in whole or in part.
Section 9
(1) of the
Divorce Act 70 of
1979
permits a court to make such a forfeiture order if it is
satisfied that the party with the accrual claim would be unduly
benefitted
if the claim is satisfied. When considering whether to
make a forfeiture order, a court is bound to consider the duration of
a
marriage, the circumstances that gave rise to its breakdown and any
substantial misconduct by either party.
3
Given
that DB seeks a departure from the usual consequences of the
dissolution of the parties’ marriage, she bore the onus
to
demonstrate that a forfeiture order is justified on the facts. It
was, accordingly, DB who gave evidence first.
DB’s story
4
It was
common ground between the parties that they have been married for 29
years, but that they have not lived together for almost
a decade. In
June 2014, RPB left the matrimonial home. What caused his departure
is the principal issue in this case.
5
DB says
that RPB abandoned her to live with his much younger lover in Limpopo
Province. His lover was also his business partner,
and RPB spent long
periods away from home with his lover under the pretext of doing
business. To the best of DB’s knowledge,
this involved the
acquisition and implementation of tenders for municipalities in
Limpopo, which RPB’s lover was able to
obtain. However, DB says
that, whatever RPB’s business dealings were, RPB contributed
next to nothing to expenses within
the marital home after June 2014.
DB was forced to meet these expenses herself. DB says that RPB had
allowed a debt of rates and
taxes to accumulate on the marital home,
and that she only discovered this once the sheriff arrived to execute
on the debt.
6
DB says
that RPB would occasionally return home. During one of these visits
home, DB says that RPB showed her a picture of his lover
and made
unflattering comparisons between DB’s appearance and that of
his lover. RPB’s lover would call and ask for
airtime, which
RPB would provide. DB found this hurtful, since RPB was not
contributing to the upkeep of the marital home. Whether
because of
this mental cruelty, or because of the strain RPB’s adultery
and absence had placed on the marriage, DB says that
she eventually
asked RPB to leave the marital home for good. In October 2015, RPB
did just that.
7
The
parties occasionally saw each other thereafter, mostly on occasions
of importance to their two children. During one such occasion,
RPB is
said to have warned DB that he would accede to a suggestion made by
DB’s brother that DB’s brother would contract
someone to
have DB killed. This, DB says, put her in fear for her life. She
placed burglar bars over the entrances of the marital
home, but it
appears the RPB still visited regularly.
8
DB
accepts that her relationship has long since broken down,
irretrievably, although my sense is that she has had understandable
difficulty in finally letting the marriage go. She is nonetheless now
intent on divorce, but with what she considers to be appropriate
patrimonial consequences for RPB’s treatment of her.
RPB’s story
9
As
might be expected in the context of such a long-running marriage, RPB
accepts that the events DB relates took place, but he puts
an
entirely different inflection on them. RPB says that, between 1991
and 2009, he worked for Federal Express. He met the parties’
principal expenses, including the expenses associated with the
marital home, until Federal Express retrenched him in 2009. There
is
no real dispute that RPB used his retrenchment package, and a pension
fund that was later cashed-in, to pay off the bond
outstanding
on the marital home, and to take the family on holiday – the
last family vacation he and DB had with their children.
10
RPB
also used some of his retrenchment money to start a new business.
That business failed. Stints as a car salesman were also
unsuccessful. Casting around for a new way to make money, RPB admits
that he came into contact with a young woman who could work
with him
to obtain and implement valuable tenders from municipalities in
Limpopo. RPB says, however, that his relationship with
her was brief
and entirely platonic. The tenders did not materialise, and RPB did
not start or continue a sexual relationship with
his putative
business partner.
11
Thereafter,
RPB says that he found work doing home renovations with a friend in
Limpopo. This earned him some money and kept him
away from marital
home for long periods. He returned home when he could, but DB had
become increasingly unhappy and suspicious
of his activities in
Limpopo. She would look at his phone and find pictures of young women
on it. Quite what the nature of these
pictures was is unclear from
the evidence. RPB accepts saying to DB that he found the women
pictured attractive – in RPB’s
words that they took a
“good picture”. He denies, however, that he made any
comparisons between the women pictured
and DB.
12
RPB
accepts that he left the marital home for good in October 2015, but
says that DB “packed [his] bags” and “kicked
[him]
out”, because she had decided, erroneously, that he was
committing adultery.
13
RPB
accepts that DB’s brother offered to take out a contract on
DB’s life, but says that he was horrified at the suggestion,
and roundly rejected it. He pointed out, after some prodding from his
counsel, that DB had not sought a protection order against
him, and
that she had given no indication that she was afraid of him. RPB
visited the matrimonial home many times without any apparent
resistance from DB.
14
RPB
accepts that, after he became redundant, and after the failure of the
various business ventures and forms of employment he took
up, he was
not in a position to pay the expenses associated with the marital
home. He accepts that he fell behind with the rates
and taxes on the
marital property, and that these and many other expenses had to be
taken over by DB. RPB says that this was with
DB’s agreement
precisely because he was not realistically able to continue paying as
he had before. RPB insisted that, even
after he was ejected from the
marital home, he continued to contribute what he could, including,
from time to time, paying clothing
accounts for DB.
The forfeiture claim
15
It is
on RPB’s and DB’s competing versions – and
substantially only on those versions – that the forfeiture
claim must be determined. In their heads of argument counsel made
thorough and helpful submissions on how the test in
section 9
of the
Divorce Act applies
to the facts they argued had been proved. In
particular, counsel for RPB sought to persuade me that RPB’s
adultery, even
if proved, does not amount to “substantial
misconduct” under the Act, given developing social attitudes to
marriage,
and sexual fidelity within it. I am not sure that DB’s
claim is as simple as that. DB protests at what she sees as RPB’s
callous disregard for her well-being, and the substantial mental
cruelty she believes RPB has inflicted.
16
However,
that is not an issue I am called upon to decide. The bottom line is
that RPB and DB have given two mutually incompatible
versions of the
same fundamental events. Neither has presented any significant
evidence in corroboration of their versions, although
I was directed
to bank statements which show that RPB had made more payments toward
joint household expenses that DB was willing
to admit. DB and RPB
were the only witnesses called in support of their respective cases.
At the end of the trial, I was left with
no way of deciding whether
RPB was in fact the callous philanderer that DB said he was, or
whether he was simply an unfortunate
victim of DB’s suspicions
and insecurities. The conclusions I am tempted to draw based on the
demeanour of the parties in
court would be no more than speculation,
based on an unarticulated set of personal sympathies.
17
That
is no way to decide a case. The facts, evaluated as a whole, do not
establish the truth of either party’s version on
a balance of
probabilities.
In these circumstances, I cannot
say that DB has discharged the onus on her to prove the facts
underlying her forfeiture claim.
This means that the
forfeiture order DB seeks must be refused.
Maintenance of the parties’
adult son
18
The evidence relating to the needs of the parties’ adult
son, D, is not much clearer. The claim for maintenance cannot be
refused simply because D has reached his majority (
Bursey
v Bursey
[1999] 2 All SA 289 (A)).
Section 6
(1) (a) of the
Divorce Act forbids
me from granting a
decree of divorce unless and until I am satisfied that “the
provisions made or contemplated with regard
to the welfare of any
minor or dependent child of the marriage are satisfactory or are the
best that can be effected in the circumstances”.
Though not a
minor, the evidence is that D is a dependent child, working part-time
while pursuing his studies.
19
That
said, it would not be “satisfactory” on the facts before
me to direct that RPB pay the maintenance that DB asks
for. His
declared income is under R2000 per month. This was not challenged.
RPB disclosed in his evidence that he receives a further
R5000 per
month from D himself, having ceded to D a contract for pool
maintenance on condition that D pays him R5000 per month.
DB, on the
other hand, has a nett income of between R20 000 and R30 000 per
month. Whatever D’s needs, the evidence is that
RPB is
contributing to them to the extent of his means, and that DB is
capable of meeting any shortfall. In other words, the current
arrangements are “
the best that can be
effected in the circumstances”.
20
The
maintenance claim must accordingly be refused.
The form of order and costs
21
The
upshot of all this is that the main claim should succeed, and the
counter-claim must be dismissed. A decree of divorce should
be
granted, the marital home should be sold, unless the parties can
agree otherwise, and the marital estate should be divided subject
to
the accrual system delineated in Chapter 1 of the MPA.
22
Counsel
were agreed that, if I reached this conclusion, there would be an
accrual payment due to RPB. They differ, however, on the
value of
that payment. The sole difference between the two calculations is
around R25 000, or about half of the current value of
a Lexus motor
vehicle. RPB’s calculation includes the value of the vehicle in
DB’s estate, but DB’s does not.
It was not seriously
disputed at trial that DB has exclusive possession and use of the
vehicle, but counsel for DB argued that
documentation produced at the
car dealership demonstrates that the vehicle was a gift that stands
to be excluded from the accrual.
The evidence does not bear that out.
It is true that the documentation produced at the car dealership
records that RPB was buying
the vehicle “for his wife”.
But that does not establish that RPB intended the vehicle to be a
gift. It establishes
only that RPB was buying the vehicle for the use
of DB. It is, accordingly, RPB’s calculation of the accrual
that must be
adopted.
23
Counsel
for RPB emphasised in her submissions that a “with prejudice”
tender had been made before the trial commenced.
She asked that, when
handing down judgment, I postpone the determination of liability for
costs until that tender has been disclosed
and submissions on its
significance have been made. She also emphasised the need for a
precisely worded order in relation to the
division of DB’s
pension fund, in the event that the forfeiture order is refused.
24
Counsel
were also agreed that I need not appoint a liquidator of the marital
estate if my decision on the forfeiture order, the
maintenance order
and the value of the accrual due to RPB were made known. In that
event, it was submitted, the division of the
marital estate could be
worked out between the parties. That, if possible, is by far the more
desirable course.
25
Counsel
for DB also submitted that the accrual calculation may need to be
revised to deal with the tax implications of the division
of DB’s
pension fund. If that revision is made by agreement, then there is no
reason why I should not adopt it.
26
In
these circumstances, the parties will be directed to submit an agreed
draft order dealing with the division of marital estate,
and the
payment of costs. If counsel cannot agree on the appropriate order,
they may submit competing drafts, and submissions of
no longer than
five pages addressing any outstanding issues.
27
I
should record my gratitude to counsel for the fair, forthright and
collegial manner in which they conducted the trial.
28
For
all these reasons, I make the following order –
28.1 The parties’ marriage is
dissolved.
28.2
The parties’
counsel are directed, by no later than 14 April 2023, to submit an
agreed draft order, consistent with the conclusions
reached in this
judgment, dealing with the division of marital estate, and the
payment of costs.
28.3
If counsel
cannot agree on the appropriate order, they may submit competing
drafts, and submissions of no longer than five pages
addressing any
outstanding issues.
S D J WILSON
Judge of the High Court
This judgment was prepared and
authored by Judge Wilson. It is handed down electronically by
circulation to the parties or their
legal representatives by email,
by uploading it to the electronic file of this matter on Caselines,
and by publication of the judgment
to the South African Legal
Information Institute. The date for hand-down is deemed to be 6 April
2023.
HEARD
ON:
14
and 17 March 2023
DECIDED
ON:
6
April 2023
For
the Plaintiff:
G
Olwagen-Meyer
Alan
Jose Inc
For
the Defendant:
C
Bornman
Scheepers
Pretorius Inc
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