Case Law[2023] ZAGPJHC 469South Africa
Oraclemed Health (Pty) Ltd v Hollard Life Assurance Company Limited and Another (31338/2013) [2023] ZAGPJHC 469 (17 May 2023)
Headnotes
Summary: Application to compel further particulars–Constitutional right to a fair trial– Rule 21 of the Uniform Rules of Court–request for further particulars not untoward or an abuse of court process– plaintiff has established its case and is entitled to the relief as sought in the notice of motion– defendants jointly and severally liable for the costs of this application including the costs for the employment of two counsels.
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## Oraclemed Health (Pty) Ltd v Hollard Life Assurance Company Limited and Another (31338/2013) [2023] ZAGPJHC 469 (17 May 2023)
Oraclemed Health (Pty) Ltd v Hollard Life Assurance Company Limited and Another (31338/2013) [2023] ZAGPJHC 469 (17 May 2023)
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sino date 17 May 2023
IN
THE HIGH COURT OF SOUTH AFRICA
GAUTENG LOCAL
DIVISION, JOHANNESBURG
CASE NO:31338/2013
NOT
REPORTABLE
NOT
OF INTEREST TO OTHER JUDGES
NOT
REVISED
In
the matter between:
ORACLEMED
HEALTH (PROPRIETARY) LIMITED
PLAINTIFF
And
THE
HOLLARD LIFE ASSURANCE COMPANY LIMITED
FIRST
DEFENDANT
HOLLARD
INSURANCE COMPANY LIMITED
SECOND
DEFENDANT
Neutral Citation:
ORACLEMED HEALTH (PROPRIETARY) LIMITED v THE HOLLARD LIFE
ASSURANCE COMPANY LIMITED & ANOTHER
(Case
No:31338/2013) [2023] ZAGPJHC 469 (17 May 2023)
JUDGMENT
Delivered:
This
judgment and order was prepared and authored by the Judge whose name
is reflected and is handed down electronically by circulation
to
Parties / their legal representatives by email and by uploading it to
the electronic file of this matter on Case Lines. The
date of the
order is deemed to be the 17
th
of May 2023.
Summary:
Application to compel further particulars–Constitutional
right to a fair trial–
Rule 21 of the Uniform
Rules of Court–request for further particulars not untoward or
an abuse of court process–
plaintiff has
established its case and is entitled to the relief as sought in the
notice of motion–
defendants jointly and
severally liable for the costs of this application including the
costs for the employment of two counsels.
TWALA
J
[1] Serving before this
Court is an application to compel further particulars for the
purposes of trial brought by the applicant,
who is the plaintiff,
against the respondents, who are defendants in the main action. The
application is opposed by the defendants.
For the sake of
convenience, I propose to refer to the parties as they are referred
to in the main action.
[2] It is common
cause that on the 26
th
of August 2013 the plaintiff issued
summons against the defendants for payment of fees based on a
contract for services rendered
by the plaintiff to the defendants. On
the 1
st
of April 2014, the plaintiff amended its
particulars of claim to the summons. On the 30
th
of May
2014 the defendants filed their plea. On the 3
rd
of May
2021, the defendants filed an amendment to their plea and this
amended plea galvanised the plaintiff into action and filed
a request
for further particulars for the purposes of trial. On the 4
th
of May 2022 the defendants filed their reply to the plaintiff’s
request for further particulars. Not entirely satisfied with
the
reply to its request for further particulars, the plaintiff sent
numerous correspondence requesting the defendants to furnish
further
and better particulars since in their reply they either failed to
answer certain questions at all and or furnished inadequate
answers
or particulars. On the 2
nd
of September 2022 the
plaintiff launched this application to compel the defendants to
furnish further particulars.
[3] It has long
been established that pleadings should be phrased in such a way that
it does not prejudice the other party
to the extent that he or she is
unable to properly prepare to meet the case of his or her opponent.
Put in another way, the purpose
of pleading is to enable the parties
to come to trial reasonably prepared to meet the case of his or her
opponent and not be taken
by surprise. Moreover, it is every party’s
right to be given a fair trial as enshrined in the Bill of Rights in
the Constitution
of the Republic of South Africa.
[4] In
Independent
Newspapers (Pty) Ltd v Minister for Intelligence services and
Another; In re: Billy Masetlha v President of the Republic
of South
Africa; (Case No: CCT/38/07
[2008] ZACC 6
the Constitutional
Court stated the following when it was dealing with the issue of
discovery:
“
Paragraph 25:
Ordinarily courts would look favourably on a claim of a litigant to
gain access to documents or other information
reasonably required to
assert or protect a threatened right or to advance a cause of action.
This is so because court take seriously
the valid interest of a
litigant to be placed in a position to present its case fully during
the course of litigation. Whilst weighing
meticulously where the
interests of justice lie, courts strive to afford a party a
reasonable opportunity to achieve its purpose
in advancing its case.
After all, an adequate opportunity to prepare and present one’s
case is a time-honoured part of a
litigating party’s right to a
fair trial”.
[5] Before
embarking on the discussion herein, it is apposite that the relevant
provisions of Rule 21 of the Uniform Rules
of Court be restated which
provides as follows:
“
Rule 21 Further
Particulars
(1)
Subject
to the provisions of subrules (2) and (4) further particulars shall
not be requested.
(2)
After
the close of pleadings any party may, not less than twenty days
before trial, deliver a notice requesting only such further
particulars as are strictly necessary to enable him to prepare for
trial. Such request shall be complied with within ten days after
receipt thereof.
(3)
…………………………
.
(4)
If
the party requested to furnish any particulars as aforesaid fails to
deliver them timeously or sufficiently, the party requesting
the same
may apply to court for an order for their delivery or for the
dismissal of the action or the striking out of the defence,
whereupon
the court may make such order as to it seems meet.
(5)
The
court shall at the conclusion of the trial mero motu consider whether
the further particulars were strictly necessary and shall
disallow
all costs of and flowing from any unnecessary request or reply, or
both, and may order either party to pay the costs thereby
wasted, on
an attorney and client basis or otherwise.
[6] In
M Ramanna
and Associates cc v The Ekurhuleni Development Company (Pty) Ltd,
case No: 25832/2013 (4 April 2014) ZAGPJHC
this Court, although
dealing with an exception to the particulars of claim stated the
following:
“
It is a basic
principle that particulars of claim should be so phrased that a
defendant may reasonably and fairly be required to
plead thereto.
This must be seen against the background of the abolition of the
requests for further particulars of pleading and
the further
requirement that the object of pleadings is to enable each side to
come to trial prepared to meet the case of the other
and not be taken
by surprise. Pleadings must therefore be lucid and logical and in an
intelligible form; and the cause of action
or defence must appear
clearly from the factual allegations made.
The whole purpose of
pleadings is to bring clearly to the notice of the Court and the
parties to an action the issues upon which
reliance is to be placed
and this fundamental principle can only be achieved when each party
states his case with precision”.
[7]
The
thread that runs through the authorities quoted above is that
pleadings must be phrased in such a manner and have such
particularity
that they enable the other side to know what the case
of his or her opponent is. It does not mean that the pleading must
give such
particularity which tend to be evidence or prove the case
of the pleader. The pleading should state every fact which it would
be
necessary for the pleader to prove in order to support his right
to obtain judgment of the court.
[8] I do not intend
to restate all the further particulars as requested by the plaintiff
in its application and the defendants’
insufficient or
sufficient reply thereto, but will however, in general terms deal
with those that seem to be relevant for this
judgment. Furthermore,
it is worth noting that paragraphs 4.1 and 7.1 of the plaintiff’s
request for further particulars
is now moot between the parties,
since the defendants have in their reply sufficiently furnished the
requested particulars.
[9] Paragraphs 8.1
to 8.11 of the request for further particulars by the plaintiff deals
with the authority of the person
who signed the novation agreement on
behalf of the plaintiff. According to the defendants, Mr. Van der
Knaap, who signed the novation
agreement on behalf of BVI did not
have the necessary authority to do so. In my view it is not out of
line for the plaintiff to
request further particulars on the
defendants’ plea where the defendants neither disputes the
existence of the agreement
nor that certain obligations were
performed in terms thereof. If the defendants are challenging the
authority of Mr Van der Knaap,
then the plaintiff is entitled to the
particulars of who had authority to sign the other agreements between
the parties if not
Mr Van der Knaap. This will, in my view, enable
the plaintiff to properly prepare to meet the case of the defendants
at the trial.
[10] In paragraphs 20; 21
and 22 of the plaintiff’s requests, it deals with the amended
plea as it pleaded that the plaintiff
did not perform in terms of its
mandate and or as expected and provided for in the administration
agreement when it sold and or
issued insurance policies in favour of
third parties. The reply to the plaintiff’s requests is rather
inadequate in that
the defendants do not furnish the plaintiff with
the details of the policies that were issued or sold by the
plaintiff. The defendants
merely alleges that the policies were not
issued with their approval but fails to state which policies are
those and what was expected
of the plaintiff to do under those
circumstances. It is not a sufficient reply to a request for further
particulars to say that
there are more than 3400 policies to go
through and that it will take quite some time to identify those
policies.
[11] If the plaintiff
issued any policies not in terms of its mandate or in terms of the
administration agreement between the parties,
then it is upon the
defendants to furnish the plaintiff with the full particulars of
those policies that were issued in breach
of the plaintiff’s
duty or mandate to the defendants. Furthermore, it is for the
defendants to furnish the particulars as
to how the plaintiff is in
breach with the terms of the administration agreement and the duty it
owes to the defendants. As things
stand the plaintiff is unable to
prepare for its trial because it is told that the information it
requires is within its knowledge.
That is not what rule 21 is
intended to achieve but that if the defendants do not know something,
they must say so and not to throw
it back at the plaintiff.
[12] The purpose of rule
21 is to enable a party to obtain such particulars of the other
party’s claim that it is not taken
by surprise at the trial. It
is my respectful view therefore that, if the plaintiff were to be
supplied with the particulars of
those policies now it would be able
to go back on its records and prepare fairly and properly for the
trial because then it would
know what the case of the defendants is.
It is my respectful view therefore that the plaintiff’s request
for further particulars
for the purposes of preparation for trial is
not untoward or an abuse of the court process, but it is necessary to
enable the plaintiff
to know exactly what the case of the defendants
is in order to prepare accordingly. The unavoidable conclusion is
therefore that
the plaintiff has established its case and is entitled
to the relief as sought in the notice of motion.
[13] In the premises I
make the following order:
1. The first and second
respondents shall file a further and proper reply to the following
paragraphs of the plaintiff’s request
for further particulars
within ten (10) days of service of this order:
1.1
paragraphs 8.1 to 8.11
1.2
paragraphs 20.1.1 to 20.1.5
1.3
paragraphs 20.1.19 to 20.1.26
1.4
paragraphs 21.1 to 21.12 and
1.5
paragraph 22.1
2. Should the defendants
fail to comply with this order, the plaintiff may, on the same papers
duly supplemented, set the matter
down for the dismissal of the
defendants’ plea in the main action.
3. The first and second
defendants are, jointly and severally the one paying the other to be
absorbed, liable for the costs of this
application including the
costs for the employment of two counsel.
TWALA M L
JUDGE OF THE HIGH
COURT OF SOUTH AFRICA
GAUTENG LOCAL DIVISION
Date
of Hearing: 26
th
April 2023
Date
of Judgment: 17
th
May 2023
For
the Plaintiff:
Advocate
A Sawma SC
With
Advocate J Hoffman
Instructed
by:
Alan
Allschwang & Associates
Tel:
011 790 4227
shona@taxattorneys.co.za
For
the First and
Second
Defendants:
Advocate
P Louw SC
With
Advocate H van der Merwe
Instructed
by:
Fluxmans Inc
Tel:
011 328 1700
pkemp@fluxmans.com
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