Case Law[2022] ZAGPJHC 485South Africa
L v L (26138/2021) [2022] ZAGPJHC 485 (10 June 2022)
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
South Africa: South Gauteng High Court, Johannesburg
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## L v L (26138/2021) [2022] ZAGPJHC 485 (10 June 2022)
L v L (26138/2021) [2022] ZAGPJHC 485 (10 June 2022)
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sino date 10 June 2022
SAFLII
Note:
Certain
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: 26138/2021
REPORTABLE: NO
OF INTEREST TO OTHER
JUDGES: NO
10 June 2022
In the matter between:
L
[....] 1 K [....] M [....]
Applicant
and
L
[....] 2 R [....]
Respondent
JUDGMENT
MIA, J
[1]
The
applicant herein is the plaintiff in divorce proceedings instituted
in the Gauteng Division of the High Court of South Africa,
Johannesburg. She brings this application for relief
pendent
lite
in
terms of Rule 43 of the Uniform Rules of Court (“the Rules”).
The applicant seeks the following:
1.1
Primary
care of the minor children born of the marriage between the parties,
subject to the respondent’s rights of contact
with the minor
children, which are further subject to the scholastic, extramural and
religious requirements of the minor children,
including:
1.1.1 every Wednesday,
when the respondent shall collect the minor children from school and
return the minor children to school
on the following Thursday
morning;
1.1.2 every alternate
weekend, when the respondent shall collect the minor children from
school on Friday afternoon and return them
to school on the following
Monday morning; and
1.1.3 half of every long
school holiday.
1.2
Furthermore, the applicant seeks maintenance in the amount of
R8000.00 per month until
the children are self-supporting which
amount is to escalate in accordance with the consumer price index on
the anniversary of
the order.
1.3
The respondent shall retain the minor children as dependents on his
current medical
aid and gap cover, or any other medical aid and gap
cover of similar or equal benefits which he may become a member in
substitution
of the current medical aid, and the respondent shall pay
all monthly premiums, subscriptions, fees, expenses and/or other
charges
in connection therewith, including any shortfall in cover,
until such time as the minor children are self-supporting.
1.4
The respondent shall pay for all medical, psychotherapy, dental,
orthodontic, ophthalmic,
physiotherapy, surgical, homeopathic,
pharmaceutical, occupational therapy treatment and/or any other
treatment in respect of the
minor children which may not be covered
by the medical aid scheme until such time as the minor children are
self-supporting.
1.5
The respondent shall pay for all of the minor children’s
educational fees and
expenses in respect of tuition and all ancillary
charges at St Andrews School for Girls and/or such other private
school of equal
status, extramural activities and/or aftercare and/or
additional tuition, extra lessons/classes/intervention as well as all
books,
textbooks, stationery, school uniforms, sporting equipment,
sporting clothes, sporting and/or extramural activities, camps and
outings engaged in by the minor children, and/or any other
school-related expenses, as and when each cost becomes due and
payable.
1.6
The respondent shall pay the following in respect of maintenance
towards the applicant:
1.6.1 R20 000.00(twenty
thousand Rand) per month without any deduction, set-off or retention
on any basis whatsoever, payable
on the first day of each successive
month following the granting of this Order. The aforementioned amount
shall escalate annually
on each anniversary of the granting of this
Order, in accordance with the prevailing consumer price index (CPI)
according to Statistics
South Africa at the time of each such
anniversary, compounded annually;
1.6.2 The respondent
shall do any and all things necessary in order for the applicant to
continue exercising uninterrupted and continuous
use of the
respondent’s white Jeep Grand Cherokee vehicle (vehicle
registration number: HW 30 WB GP) (“the vehicle”),
and to
make any and all payments in relation to the vehicle, including
finance instalment costs, maintenance and/or service and/or
replacement parts and/or expenses, comprehensive insurance costs
including any excess payments, tracking device costs, as well
as
licencing and/or statutory costs in respect of the vehicle; and
1.6.3 The respondent
shall make a contribution towards the applicant’s legal costs
in the sum of R120 000,00 (One Hundred
and Twenty Thousand Rand)
payable in twelve equal monthly instalments of R10 000,00 (Ten
Thousand Rand), payable on the first day
of each successive month
following the granting of this Order, without any deduction, set-off
or retention on any basis whatsoever.
Costs of this application are
to be borne by the respondent on the attorney and client scale.
[2]
The
respondent opposed the application and filed a counter claim in which
he sought an order in the following terms:
2.1
That
the
respondent shall continue to pay the following expenses in terms of
the minor children:
2.1.1 The current medical
aid monthly premium, and 50% of the additional costs not covered by
the medical aid;
2.1.2 A contribution of
50% to the minor children’s schooling expenses, which will
include school fees with school uniforms
and shoes, work books, text
books and stationary; and
2.1.3 A further
contribution of 50% to the minor children’s extramural
activities, which activities forms part of the extra
murals of the
school and will be reasonable.
2.2
The primary care alternatively the shared residency of the minor
children to be investigated and reported
on by an independent expert.
Pending the outcome of the expert’s report, the parties will
have shared residency of the minor
children born from the marriage
and the rights of contact of each party will be the following:
2.2.1 The respondent will
collect the minor children on a Monday afternoon at school. The minor
children will remain in the care
of the respondent until the
following Monday morning when he drops the minor children at school;
2.2.2 The applicant will
thereafter collect the minor children at school on the Monday
afternoon and the minor children will remain
in her care until the
following Monday morning when she drops the minor children at school;
2.2.3 The minor children
will be with the respondent on Father’s Day;
2.2.4 The minor children
will be with the applicant on Mother’s Day;
2.2.5 Long and short
holidays will be shared between the parties, with Easter, Christmas
Year, New Year alternating between the
parties. Costs of this
application is costs in the cause.
[3]
I
will refer to the parties throughout as in the application.
[4]
The
applicant and respondent were married on 9 February 2013 in
Hartbeespoort. Their marriage was out of community of property
subject to the accrual system. The marriage still subsists. The
applicant initially spent her time taking care of the home and
looking after the children aged 8 and 4 years old. She recently
completed a law degree through UNISA. She has since commenced
employment
as a candidate attorney. She will complete her term as a
candidate attorney shortly. She is not guaranteed employment but will
be in a position to seek employment once her contract ends. She
relies on a helper to assist with the care of the children. The
respondent is self employed and is a director or member of four
different business entities. The parties separated in 2019.
The
applicant obtained a protection order against the respondent to
prevent abusive behaviour.
[5]
The
parties attempted a shared residency arrangement whereby the children
resided with each parent on alternating weeks. The arrangement
did
not work. Both the applicant and respondent agreed that the children
should reside with the applicant and have alternate weekend
contact
with the respondent as well as every Wednesday. This arrangement has
been in existence for approximately a year. The children
also have
adjusted and settled into this routine.
[6]
It
is evident from the affidavits filed by both the applicant and the
respondent, that the applicant and respondent enjoyed a certain
lifestyle that is described as luxurious. This is evident from the
private schools the children attend, the BMW vehicle the respondent
drives and the Jeep vehicle the respondent paid for the applicant to
drive and still pays for. The applicant states that they dined
out
often and this is not disputed by the respondent. The respondent
refuses to pay for the applicant and the children to have
the
continued benefit of this lifestyle and contends that he cannot
afford it. The dispute between the applicant and respondent
has
arisen because the respondent refuses to pay for the applicant and
the children’s costs which he covered previously.
Moreover, he
wishes to change the children’s living arrangement which he
agreed to a year ago.
[7]
The
issues for determination are thus:
a.
The
interim care and contact of the minor children as requested by the
applicant and the counterclaim by the respondent.
b.
Whether
an order for a forensic assessment is necessary.
c.
Maintenance
per the applicant’s claim and the respondent’s
counterclaim. Whether the respondent is able to continue
to maintain
the applicant and the children on the same level they are accustomed
to or the respondent’s counterclaim.
d.
Whether
the applicant is entitled to costs as requested.
[8]
Whatever
the outcome may be in the divorce proceedings, the Rule 43 procedure
seeks to provide a streamlined and inexpensive procedure
for
procuring the same interim relief in matrimonial actions as was
previously available under the common law in respect of maintenance
and costs.
[1]
The purpose of the
relief is to regulate the position between the parties until the
court finally determines all the issues between
them, including their
respective rights and obligations.
CARE
AND CONTACT OF THE MINOR CHILDREN
[9]
The
children have been in the care of the applicant for over a year. This
occurred after the parties attempted a shared residence
arrangement
for a period of two months. This arrangement did not work. The
respondent agreed to the minor children residing with
the applicant,
where they have been stable for a significant period. The
respondent’s suggestion that the respondent is a
weekend father
emanates from the respondent rather than from the applicant and
appears to be a response to the application for
interim maintenance.
The request for shared residence which necessitates a change to the
children’s routine and stability
is without motivation and does
not take the best interests of the children into account. This
explains the request that an order
be granted appointing an expert to
investigate what is in the best interest of the minor children in
relation to care and contact.
FORENSIC ASSESSMENT
[10]
The
respondent raises no cogent concerns regarding the applicant which
justify a referral to inquiry at present. The parties may
wish to
refer the matter to the office of the Family Advocate once their
circumstances change. At present there appears to be no
reason to
refer the matter for an enquiry. The respondent denies the use of
narcotics and this has not been raised as a concern
by the applicant.
The issue of domestic violence may well be an issue that the Family
Advocate enquires into. At this stage, the
interim order to prevent
abuse against the applicant indicates that the parties are not
sufficiently co-operative to enable a shared
residence arrangement to
be implemented. An order to investigate a shared residence
arrangement will be futile.
[11]
In
circumstances where the respondent indicates he cannot afford the
children’s basic medical expenses which only provides
for
hospital cover and gap cover, the appointment of a psychologist to
support the children during this change would be more practical
to
help the children adjust to the change in circumstances and
appropriate than the appointment of a forensic psychologist. The
Office of the Family Advocate will probably in due course enquire
into the domestic violence and its impact on the care and contact
on
the children. There may well be a change in circumstances as the
parties navigate this part of their lives as single parents
alternately as a blended family with a new sibling on the way. The
change in circumstances and any adjustment challenges that arise
would be the more appropriate time to consider whether there should
be any change to the children’s care and contact should
any
issue arise.
RESPONDENT’S
ABILITY TO MAINTAIN APPLICANT AND THE CHILDREN ON THE SAME LEVEL
[12]
The
standard of living that both applicant and respondent enjoy is
apparent from the assets they own. Both parties recently inherited
from their parents. The applicant has invested her inheritance to her
advantage and increased its value to her benefit and it covers
a part
of her and the children’s current living expenses. The
respondent states that he maintained their luxurious lifestyle
as a
direct result of his inheritance which is diminishing and almost
depleted. He also states that the applicant assisted him
with these
expenses. Given that they no longer live together it is apparent that
the applicant covers the expense in the home that
she resides with
the parties’ children, not for the home in which the respondent
resides with his new partner.
[13]
Notwithstanding
the depleted inheritance, the respondent has retained his luxury
vehicle and the home in an exclusive estate, whilst
pleading that he
in unable to maintain the applicant and the children. He indicates
that his income is R10 000.00 per month
and lists his expenses
as R85 000,00 per month. Having regard to the amount which he
states he inherited, this source could
not have maintained the
luxurious lifestyle the parties lived until they separated. The
applicant is at present investing her inheritance
in order to
maintain herself and the children and in doing so is assisting the
respondent in his maintenance obligation as he maintains
she has
always done. In purchasing a home to accommodate herself and the
children where the respondent states under oath he is
almost
penniless, the applicant is assisting with the maintenance of the
children in providing a home. The amount which the applicant
requests
is a portion of her requirement. The children’s maintenance
requirements are not questioned. The respondent simply
declares he is
unable to pay the expenses without making proper financial
disclosure. It is apparent that the respondent receives
an income
into his credit cards each month. He has not and refuses to sell his
assets and has been advised not to by his counsel.
[14]
There
is a clear pattern that the respondent omitted to pay accounts
related to the estate. These include the municipal and rates
account
and the vehicle. It is clear that the respondent is not willing to
release assets he alleges he cannot afford such as his
motor vehicle
or the house. Counsel indicated that he was advised not to do so
until the Rule 43 was decided. This places the respondent
in the
position where it appears he intentionally refuses to take on the
financial responsibility of maintaining his family. Whilst
the
respondent’s answering affidavit makes reference to settlement,
it is apparent that all actions point to the contrary.
This
intentionality extends to the refusal to provide full financial
disclosure. It is evident that funds are paid into his credit
card
and transferred to other accounts. The respondent has not
demonstrated a change in his circumstances to justify a change in
the
maintenance obligation toward his family that they have been
accustomed to and that he has maintained for himself.
[15]
There
is no reason for the respondent not to be able to sustain the
luxurious lifestyle which the parties lived and were able to
afford
and that he maintains for himself. Both parties have received
inheritances from their father’s. The respondent contends
that
he has utilised his inheritance to maintain the family. The applicant
has invested her inheritance and utilises same for the
maintenance of
herself and the children. This contributes to the applicant and the
children’s maintenance and assist’s
the respondent as the
applicant has provided a home for the children. The request for
spousal maintenance for the interim period
is neither excessive nor
unreasonable having regard to the resources the respondent has access
to.
[16]
The
manner in which the applicant has applied her resources appear to be
resourceful and designed to assist her and her children
over a
period. In circumstances where the respondent suggests his
circumstances are changing and he does not provide complete
disclosure, it would not be in the interests of the applicant and the
children to erode the capital which maintains them. It will
indeed be
unjust and result in difficulty for the applicant and the minor
children and is inequitable. Having considered both the
applicants
claim and the respondents counterclaim, the respondent has not placed
evidence before this court which justify an order
based on the
counterclaim.
[17]
Both
counsel for the applicant and respondent referred to the matter of
AF
v MF
[2]
.
The bulk of the application related to submissions regarding the
financial disclosure of the respondent and scrutiny of the
respondent’s
documents. This would not have been necessary if
the respondent had made proper disclosure. The late filing of the
answering affidavit
was not opposed. The respondent has not made out
a case for a change to the children’s residence or a referral
for forensic
investigation and in addition, has not taken the court
into his confidence with regard to financial disclosure. There is no
need
to postpone a costs order for the determination of another court
and there was no request to do so. For the reasons I have indicated
above and the respondent’s conduct it would be appropriate for
the respondent to pay a contribution to the applicant’s
costs.
[18]
In
Cary
v Cary
[3]
Donen AJ stated:
“
By
similar reasoning in this matter applicant is entitled to a
contribution towards her costs which would ensure equality of arms
in
the divorce action against her husband. The applicant would not be
able to present her case fairly unless she is empowered to
investigate respondent's financial affairs through the forensic
accountant appointed by her. That is applicant will not enjoy equal
protection unless she is equally empowered with "the sinews of
war". The question of protecting applicant's right to
and
respect for and protection of her dignity also arises in the present
situation where a wife has to approach her husband for
the means to
divorce him.”
[19]
The
only issue outstanding was the accrual in the estate. The care and
contact were raised opportunistically and unreasonably by
the
respondent. In the interim the applicant should be adequately
equipped to prove her case. The exigencies of a Rule 43 does
not make
it practical to explore an order in terms of Rule 38A and I did not
request the parties to address me in respect thereof.
Should the
parties circumstances change financially this could be explored.
Counsel for the respondent submitted that the applicant
did not put
up a bill of costs in this application in support of the amount of
R120 000.00. Thus regarding the contribution
toward future costs
whilst the applicant should be in a position to litigate an equal
basis, I deem an award of R60 000.00
appropriate at this stage.
The amount is to be paid in six monthly instalments of R10 000.00.
[20]
For
the reasons above, I make the following order,
pendente
lite
:
ORDER
1.
An order is granted in terms of the Amended Draft Order Marked “X”
S C MIA
JUDGE
OF THE HIGH COURT OF SOUTH AFRICA
GAUTENG
DIVISION, JOHANNESBURG
Appearances:
On
behalf of the applicant
:
E Xavier
Instructed
by
: Biccardi Bollo Mariano Inc
On
behalf of the respondent
: Adv N Smit
Instructed
by
: Brooks Wepener Attorneys
Date
of hearing
: 7 June 2022
Date
of judgment
: 10 June 2022
[1]
Zaphiriou
v Zaphiriou
1967 (1) SA 342
(W) at 345F.
[2]
[2020]
1 All SA 79
WCC.
[3]
[1999] 2 All SA 71
(C) at 77.
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