Case Law[2023] ZAGPJHC 1373South Africa
M.D.A.P.G.S v L.M.D.S (2021/47489) [2023] ZAGPJHC 1373 (24 November 2023)
High Court of South Africa (Gauteng Division, Johannesburg)
24 November 2023
Headnotes
on 23 August 2022. The minutes reflect that upon being requested to furnish the respondent with the details pertaining to her membership of any pension fund, provident fund or any other pension interest, the respondent was informed that the applicant had only one living annuity from which she derives her monthly income.
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## M.D.A.P.G.S v L.M.D.S (2021/47489) [2023] ZAGPJHC 1373 (24 November 2023)
M.D.A.P.G.S v L.M.D.S (2021/47489) [2023] ZAGPJHC 1373 (24 November 2023)
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REPUBLIC OF SOUTH
AFRICA
IN THE HIGH COURT OF
SOUTH AFRICA
GAUTENG LOCAL
DIVISION, JOHANNESBURG
Case Number:
2021/47489
NOT REPORTABLE
NOT OF INTEREST TO
OTHER JUDGES
NOT REVISED
In
the matter between:
M.D.A.P.G.S
Applicant
And
L.M.D.S.R
Respondent
JUDGMENT
CHWARO, AJ:
INTRODUCTION
[1] This is an
interlocutory application premised on rule 33 (4) of the Uniform
Rules of Court for the separation of the issue
of the granting of the
decree of divorce from the determination of the patrimonial
consequences following from the dissolution
of the marriage.
[2]
The applicant, a 67-year-old and the respondent, a 71-year-old, were
married to each other on 2 September 2000 out of
community of
property and have, prior to the said marriage, concluded an
antenuptial contract excluding community of property and
profit and
loss, with the accrual system
[1]
.
The pending divorce
action
[3] On 5 October
2021, almost a month after their twenty first anniversary, the
respondent instituted the divorce action seeking
a decree of divorce
and an order that the applicant pay him an amount equal to one-half
of the difference between the accrual of
the respective estates of
the parties. On the other hand, the applicant filed a counterclaim
also seeking a decree of divorce coupled
with an order for forfeiture
of the accrual against the respondent.
[4] During the
course of the divorce action and on 7 December 2021, the respondent
launched a rule 43 application seeking
payment of an amount of
R20 000-00 per month for his living expenses and a contribution
towards his legal costs in the amount
of R250 000-00.
[5] The rule 43
application was opposed by the applicant on the basis that the
respondent did not make full disclosure of
his financial status. On
12 April 2022, the rule 43 application served before
Oosthuizen-Senekal AJ who dismissed it with a punitive
costs order
against the respondent.
[6] Disappointed by
their failure to reach an amicable solution on the action, on 21
April 2022, the applicant caused a notice
contemplated in rule 41A of
the Uniform Rules of Court to be served upon the respondent wherein
she opposed the referral of the
action to mediation.
[7] In the
meantime, pleadings having been closed and parties having filed their
respective discovery affidavits, a pre-trial
conference was held on
23 August 2022. The minutes reflect that upon being requested to
furnish the respondent with the details
pertaining to her membership
of any pension fund, provident fund or any other pension interest,
the respondent was informed that
the applicant had only one living
annuity from which she derives her monthly income.
[8] The minutes
further reflect that the parties agreed, at that stage, that there
was no need to separate any issue in terms
of rule 33(4). The parties
were also in agreement that their marriage has broken down
irretrievably and the decree of divorce ought
to be granted. The
disputed issues were detailed as being the reasons for the breakdown
of the marriage, the respective accrual
claims against each other,
the applicant’s claim for forfeiture and the costs.
Attempt to resolve the
issue pertaining to accrual claims against each other
[9] Subsequent to
the pre-trial meeting referred to above, the parties agreed on the
appointment of an outfit, Business Valuation
Advisers, (“BVA”)
who were engaged to determine a fair market value of the applicant’s
living annuity. A report
from BVA was obtained on 9 January 2023 and
subsequent thereto, the applicant made a firm offer to the respondent
for payment of
an amount of R642 517-75.
[10] The respondent
did not react to the applicant’s offer and on 28 March 2023, he
caused a notice in terms of rule
35(3) of the Uniform Rules of Court
to be issued where he called for a further and better discovery of
certain documentation relating
to the applicant’s financial
status. The applicant complied and made a further discovery.
The application for
separation of issues
[11] The applicant
launched the present application on 17 April 2023 seeking an order
for the separation of the issue relating
to the granting of the
decree of divorce from the rest of the other contentious issues
between the parties. In motivating
for the separation order,
the applicant contends that in her view, the decree of divorce can
conveniently be separated from the
other issues because both parties
are agreed that the marriage has irretrievably broken down, there are
no minor children involved
in the divorce action, there are no
pending interim orders against each other, and the respondent stands
to suffer no prejudice
at all should the order for separation of the
issues be granted.
[12] The
application is opposed by the respondent who contends that by seeking
this separation of issues order, the applicant
attempts to circumvent
any gains in her estate to which he is entitled, and thus should the
divorce order be granted, he stands
to suffer severe prejudice in
respect of the portion that he would be entitled to in terms of the
accrual calculation. In his view,
there is no basis for the piecemeal
determination of the issues involved in their litigation.
Discussion
[13] Our civil
procedural law allows for the separation of issues in a pending trial
action. The mechanism of pursuing such
separation is found in rule
33(4) of the Uniform Rules of Court which provides thus:
“
(4)
If, in any pending action, it appears to the court
mero
motu
that there is a question of
law or fact which may conveniently be decided either before any
evidence is led or separately
from any other question, the court may
make an order directing the disposal of such question in such manner
as it may deem fit
and may order that all further proceedings be
stayed until such question has been disposed of, and the court shall
on the application
of any party make such order unless it appears
that the questions cannot conveniently be decided separately”
[14]
There is a plethora of case law on the approach to be adopted by a
court in determining whether to grant an application
for separation
of issues. This has crystallised to mean that in its determination, a
court must objectively decide the issue of
whether it is convenient
to decide the issues involved separately by promoting expeditious
resolution of disputes, whether it is
fair and appropriate to
separate such issues especially having regard to the nature of the
issues at hand. In so doing, a court
should exercise a judicial
discretion to ensure that no marked prejudice befalls any of the
parties.
[2]
[15]
It is equally trite that a court is obliged to grant an order for
separation, unless it can be shown that the issues
involved are not
capable of being conveniently decided separately. The onus in this
regard rests with the opposing party to demonstrate
that the issues
at hand are incapable of being decided separately.
[3]
[16]
In respect of separation of issues in matrimonial disputes, our law
has been clarified in
CC
v CM
[4]
to
the effect that
“
[t]
he
irretrievable breakdown of a marriage is a question of law or fact
which may conveniently be decided separately from any other
question
because a court may order that all further proceedings be
stayed until such question has been disposed of. Where
it has
been shown that a marriage has irretrievably broken down without
prospects of a reconciliation, a court does not have a
discretion as
to whether a decree of divorce should be granted or not, it has to
grant same. By extension of logic and parity of
reasoning a
separation order should be granted where a marriage in fact,
substance and law appears to have irretrievably broken
down
”.
[17]
The facts in this application reveal that both parties are agreed
that their marriage has irretrievably broken down.
In applying the
principle enunciated in
CC v CM
above, it follows that as a matter of fact and
law, the parties are entitled to a decree of divorce and in the
absence of any impediment
to the question of convenience, fairness
and appropriateness, the separation of issues ought to follow.
[18] In determining
whether it is convenient to order separation of the issue of a decree
of divorce from the accrual calculation,
forfeiture and costs, it is
my firm view that the only issue holding the parties is the true
nature of the market value of the
applicant’s living annuity,
for purposes of calculating the respondent’s entitlement to his
portion of the accrual.
The evidence presented by the applicant
demonstrates that her living annuity is the only source of income
from which a proper calculation
can be assessed.
[19] The
respondent’s rejection of BVA’s calculation of the
applicant’s fair market value is in my view,
a ruse aimed at
unnecessarily delaying the finalisation of their marriage with the
hope that the applicant’s financial position
would turn out
differently so as to derive a better portion of his accrual
calculation. The respondent’s attempt to conduct
his own
calculation of the financial status of the applicant using figures
arrived at by BVA is a further illustration of his stratagem.
[20] The view that
I take on the stance adopted by the respondent is fortified by the
fact that since the production of the
report by BVA during
January 2023, the applicant has failed to take any concrete steps to
counter their conclusion by either
appointing another entity to redo
the calculation or compelling the applicant to produce that which he
asserts amounts to financial
benefits that may have an influence on
the calculation of his portion of the accrual.
[21] In my view,
the issues in this matter are such that it will be convenient not
only to both parties but to the Court dealing
with the decree of
divorce and the consequences of the dissolution of the marriage to
hear these matters separately so as to allow
the applicant to be
unbound from what both parties agree to be a non-existent marriage.
[22] In the
premises, I hold that the applicant has made out a case for the
separation of the issue of the decree of divorce
from the
determination of accrual or forfeiture and costs and thus she must
succeed. I find no reason to hold otherwise than that
the costs must
follow the result.
Order
[23] In the result,
the following order is made:
1.
The issue of the granting of a decree of
divorce is separated from the determination of the patrimonial
consequences of the dissolution
of the marriage in terms of rule
33(4) of the Uniform Rules of Court.
2.
The applicant may enrol the divorce action
on an unopposed divorce roll to obtain a decree of divorce.
3.
The issues relating to the quantification
of the accrual, forfeiture of the benefits and costs of suit are
postponed
sine die
.
4.
The respondent is ordered to pay the costs
of the application.
O.K. CHWARO
Acting Judge of the
High Court
Gauteng Division,
Johannesburg
Date of hearing:
21 November 2023
Delivered: This
judgment was prepared and authored by the Judge whose name is
reflected on 24 November 2023 and is handed
down electronically by
circulation to the parties/their legal representatives by e-mail and
by uploading it to the electronic file
of this matter on CaseLines.
The date for hand-down is deemed to be 24 November 2023.
Representation:
For the Applicant:
Adv. L. Franck
Instructed
by:
Schindlers Attorneys
Melrose Arch,
Johannesburg
For the Respondent:
Adv. N. Riley
Instructed
by:
Botoulas
Krause & Da Silva Inc
Bedfordview,
Johannesburg
[1]
In
accordance with the provisions of Chapter 1 of the
Matrimonial
Property Act, No. 88 of 1984
[2]
Minister
of Agriculture v Tongaat Group Ltd
1976 (2) SA 357(D)
at 362E-G and
Denel (Edms) Bpk v Vorster
2004 (4) SA 481
(SCA) at para 3
[3]
See
Braaf v Fedgen Insurance Ltd
1995 (3) SA 938
(C) at 939A-B
[4]
2014
(2) SA 430
(GSJ) at para 39. See also Levy v Levy
[1991] ZASCA 81
;
1991 (3) SA 614
(A) at 621D-E
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