Case Law[2022] ZAGPJHC 500South Africa
LM v TVM (1492/2021) [2022] ZAGPJHC 500 (1 August 2022)
Headnotes
with Liberty Life; 12.4. Alma South Africa (Pty) Ltd would for the duration of the applicant’s employ continue paying directly to the following service providers in respect of the applicant’s:
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## LM v TVM (1492/2021) [2022] ZAGPJHC 500 (1 August 2022)
LM v TVM (1492/2021) [2022] ZAGPJHC 500 (1 August 2022)
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sino date 1 August 2022
REPUBLIC
OF SOUTH AFRICA
IN
THE HIGH COURT OF SOUTH AFRICA
GAUTENG
DIVISION, JOHANNESBURG
CASE
NUMBER: 1492/2021
REPORTABLE:
NO
OF
INTEREST TO OTHER JUDGES: NO
REVISED
1
August 2022
In
the matter between:
L[…]
M[…]
Applicant
and
T[…]
V[…]
M[….]
Respondent
Delivered:
1 August 2022 - This judgment was handed down electronically.
JUDGMENT
Karachi
AJ
Introduction
1.
This is an application in terms of Rule 43 of the Uniform Rules
of
Court.
2.
The applicant, the defendant in a pending divorce action, launched
the present application during April 2022.
3.
The applicant seeks an order for maintenance for herself and
major
children in the amount of R 17 583.75 per month as well as a
contribution towards her legal costs in the amount of R 1 048
659.75,
up to and including the first day of trial. The applicant further
seeks the respondent to continue paying:
3.1.
Instalments and insurance on a motor vehicle to be purchased in the
amount of R 250,000.00;
3.2.
Maintenance for the aforementioned motor vehicle, including the
replacement of tyres;
3.3.
Life insurance premiums;
3.4.
Retirement annuity premiums in the amount of R 12 000.00;
3.5.
Monthly premiums for the applicant’s cell phone contract;
3.6.
The applicant’s medical aid; and
3.7.
Medical expenses not covered by the medical aid.
4.
The applicant has annexed a schedule of expenses wherein she
sets out
her monthly expenses with a total amount of R44 392. 75. She adds
that she has a shortfall of R17 583. 75 per month.
5.
The respondent opposes the application. He argues that (1) the
applicant has the necessary means; (2) the applicant’s
maintenance claims are exaggerated and unreasonable; and (3) the
applicant does not make out a case for the contribution towards her
legal costs.
Background
6.
The parties married on 5 October 1996 out of community of property
excluding the accrual system.
7.
There are two children born of the marriage. Both children are
now
majors in their early to mid-twenties.
8.
At the time of marriage, the respondent had by then taken over
his
father’s business known as the ETL Group. The respondent is now
the sole shareholder and director of Alma SA (Pty) Ltd
(“Alma”).
Alma trades as the ETL Group.
9.
When the children were born, the applicant stayed home to take
care
of them. The respondent supported the household financially.
Subsequently, the applicant assisted the respondent in the
respondent’s
business and received a monthly salary which was
paid by the ETL Group. The applicant argues that the family enjoyed a
luxurious
standard of living and that the respondent would utilise
his own personal account and the account of his company to pay for
all
expenses.
10.
Since early 2021 the applicant and respondent began a mediation
process to resolve
certain marital and family disputes that had
arisen. In April 2021, the applicant and respondent agreed that the
applicant would
move out of the common home albeit the applicant
argues that she was manipulated by the respondent to move out.
11.
In October 2021, the applicant unilaterally moved back to the marital
home.
The respondent states that
“
25.
I was livid when I found out that the applicant simply moved back
into my home, without my consent. On 13 October
2021 I instructed
staff members of ETL Group that the applicant’s employment had
been suspended, suspended her work-related
cell phone, and withdrew
the applicant’s access to the business premises of the ETL
Group. I was advised that my actions
were procedurally unfair, and I
uplifted all the suspension on or about 18 October 2021.
26.
On 14 October 2021, the applicant sought and obtained an interim
protection order against me alleging that
I perpetrated acts of
verbal, emotional, psychological, physical and economic abuse as well
as intimidation.”
12.
Prior to the return date of the interim protection order and after
the respondent
filed opposing papers, the applicant and respondent
entered into an interim agreement in terms of which:
12.1. The applicant was
to withdrew the application for a protection order;
12.2. The applicant was
to vacate the respondent’s home on or before 1 December 2021;
12.3. The respondent was
to pay:
12.3.1.50% of the
applicant’s rental in the amount of R 5000. 00;
12.3.2.100% of the
applicant’s motor vehicle instalments in respect of a Volvo
XC40 for a period of 12 months. The applicant
agreed to a period of
12 months subject to a Rule 43 hearing and the parties furnishing
their full financial disclosure forms;
12.3.3.R 1000. 00 in
respect of the applicant’s retirement annuity held with Liberty
Life;
12.4.
Alma South Africa (Pty) Ltd would for the duration of the applicant’s
employ continue paying directly
to the following service providers in
respect of the applicant’s:
12.4.1.cell phone
contract;
12.4.2.travel allowance;
12.4.3.motor vehicle
insurance in respect of the Volvo XC40.
12.5. The respondent
would pay 50% of the applicant’s rental deposit in the amount
of R 5000. 00 and the applicant shall pay
the remainder of the
deposit in respect of her rental.
12.6. The applicant and
respondent reserved their rights to approach the High Court to
institute rule 43 proceedings in order to
duly ventilate the parties
financial status and to determine the issue of maintenance and vary
the interim agreement after having
sight of the parties full
financial disclosure forms.
(“the
interim agreement”)
13.
In December 2021, the applicant lodged a grievance of victimisation
and unfair
treatment in the workplace in terms of Alma’s
grievance procedure. Alma and the applicant entered into an exit
agreement
in terms of which the applicant resigned from her
employment in February 2022 (“
the exit agreement”)
.
The applicant was to retain the two cell phones she utilised but the
sim cards and contracts associated with these remained the
property
of Alma which contracts Alma could cancel after 31 May 2022. The
applicant would return all property in her possession
that belonged
to Alma.
14.
In January 2022, the applicant’s attorneys of record informed
the respondent
that he was in breach of the interim agreement by
failing to, among other things, pay the instalments of the motor
vehicle and
retirement annuity. The respondent argues that he
subsequently brought the arrears up to date. The respondent concedes
that he
did not pay the applicant on time as agreed but he argues
that he subsequently paid in excess of what he undertook to pay. He
further
argues that since the applicant sold the vehicle and the
financier having been settled, there is no obligation for him to pay
over
the cash equivalent to the applicant.
15.
It is against
this background that I now turn to the issues to be decided.
Maintenance
16.
There
is no general principle upon which an application for
maintenance
pendente
lite
under
Rule 43 can or must be based. Each case must depend on its own
particular facts. The applicant spouse is entitled to
reasonable
maintenance
pendente
lite
dependent
upon the marital standard of living of the parties, actual and
reasonable requirements and capacity to meet
such
requirements.
[1]
17.
The
quantum
of
maintenance payable must in the final result depend upon a reasonable
interpretation of the summarised facts contained
in the founding and
answering affidavits as is contemplated and intended by Rule 43.
A claim supported by reasonable and moderate
details carries more
weight than one which includes extravagant or extortionate demands -
similarly more weight will be attached
to the affidavit of a
respondent who evinces a willingness to implement his lawful
obligations than to one who is obviously, albeit
on paper, seeking to
evade them.
[2]
18.
The
considerations enumerated in
section 7(2)
of the
Divorce Act 70 of
1979
that deals with claims for spousal maintenance in divorce
proceedings are similarly useful in applications in terms of
Rule 43.
These factors include the existing or prospective means of each of
the parties, their respective earning capacities, financial
needs and
obligations, the age of each of the parties, the duration of the
marriage, the standard of living of the parties prior
to the divorce,
and any other factor which in the opinion of the court should be
taken into account.
[3]
19.
In CMSC v NC 2021 JDR 3264 (WCC) Justice Binns-Ward held that
a
claimant for
maintenance
pendente lite
in
terms of
rule 43
is not entitled, of right and without more,
to
maintenance
sufficient
to keep him or her in the same lifestyle as that enjoyed during the
marriage. Each application falls to be determined
on its own peculiar
facts. The standard of living enjoyed by the parties during the
marriage is but one of the factors to which
regard should be had.
20.
The applicant
provided the court with a schedule wherein she listed her monthly
expenses, which amount to a total of R44 392.
75. This amount
excludes payments in respect of medical aid, motor vehicle premiums
and legal costs.
She argues that the respondent should:
20.1. Purchase a
new motor vehicle for the applicant in the amount of R 250 000
and pay for the maintenance thereof including
the replacement of
tyres; and
20.2. Reimburse the
applicant for her medical aid premiums and expenses not covered by
the medical aid.
21.
Counsel for
the respondent contended that some of the applicant's listed expenses
were inflated and excessive, that the amounts
tendered by the
respondent was fair and reasonable under the circumstances and that
in respect of reimbursement for medical aid
this was part of her
employment and the applicant is therefore not entitled to payment in
respect thereof.
22.
I have scrutinised the applicant's listed expenses. I cannot find any
deliberate
misstatement or exaggeration of her expenses. There does
however appear to be items listed that the respondent argues are
unnecessary
and/or are duplicated, this is factored in in determining
a reasonable amount.
23.
The applicant together with one of the children resides on the
property rented
by the applicant. She has reduced her retirement
annuity to R 1000. 00. Her medical aid is deducted from her current
salary. On
the evidence before me, the respondent paid the
instalments for the applicant’s vehicle, the insurance
premiums, her retirement
annuity, her cell phone contract albeit
through Alma.
24.
In respect of the motor vehicle,
24.1. The applicant
claims in her founding papers that the respondent be ordered to pay
for the instalments and insurance on a motor
vehicle to be purchased
in the amount of R250 000. 00. She argues that she was forced to
sell her vehicle in order to survive.
24.2. The respondent
confirms that the applicant sold her vehicle and received R15 000.
00 since the financier had to be settled.
The respondent however
states that the vehicle he uses (that is the Volvo XC60) is
registered in the applicant’s name, that
the finance agreement
has been settled in full and that the applicant has requested return
of this vehicle which the respondent
has agreed to.
25.
The applicant argues that her current net income is R 25 665. 00
and that
ss a result, the shortfall amounts to R 17 583. 75.
26.
The
purpose of interim maintenance is intended to supplement expenses
which the applicant cannot meet.
[4]
27.
In the
circumstances I consider that, h
aving regard to the
amounts claimed, the amounts tendered by the respondent and what is
reasonable, I find that the respondent should
pay maintenance
pendente lite
in the amount of R 14 050. 00 per month in
addition to the insurance premiums of and maintenance to the
applicant’s vehicle
and the expenses not covered by the
applicant’s medical aid. The retirement annuity, life insurance
and cell phone premiums
have been included in the said amount.
28.
On a close
examination of the evidence before me, I am persuaded that the
respondent will be in a position to pay the amounts so
ordered having
regard to the respondent’s income and the evidence placed
before me with regard thereto.
I am satisfied that the
applicant has a reasonable need for maintenance and that the
respondent has the means to pay the amount
so ordered.
29.
Further, in respect of the applicant’s claim to a motor vehicle
the respondent
is ordered to return to the applicant, the Volvo XC60
in working condition which the respondent confirms under oath has
been fully
paid up for. I pause to mention that it is often
impossible for a presiding judge in
Rule 43
applications to have
proper insight into all the facts. A balance between the parties has
to be achieved. Maintenance
pendente lite
is
intended to be interim and temporary and cannot be determined with
the same degree of precision as would be possible in
a trial where
detailed evidence is adduced. A payment of R 250 000. 00 for a
new vehicle as claimed by the applicant would
not be just in the
circumstances. No further evidence has been adduced by the applicant
as to why she is entitled to such relief.
The applicant without more
withdrew her amendment to her notice of motion and did not seek leave
of the court to file a further
affidavit addressing these issues.
A
contribution towards legal costs
30.
A claim
for a contribution towards costs in a matrimonial suit is
sui
generis
.
Its basis is the duty of support spouses owe each other.
31.
The applicant seeks a contribution in the
amount of R 1 048 659. 75. The respondent tenders an amount
of R 20 000.
00.
32.
The question is whether the applicant has
made out a case for a cost contribution. The applicant must
demonstrate that the respondent
owes her a duty of support, that she
has a need to be maintained, and that the respondent has adequate
resources to discharge this
duty. I find that the applicant has made
out such a case. The only issue remaining, being the quantum of such
cost contribution.
33.
Counsel
for the respondent argued that a contribution towards costs is in
respect of costs in the action and that costs in respect
of
interlocutory applications are excluded. She further argued that
there were duplications in respect of the amounts claimed,
that most
items per the bill of costs were extraneous to the divorce action and
that the costs associated with the divorce action
were excessive.
These include, costs in respect of
33.1.
the
protection order;
33.2.
the
applicant’s employment;
33.3.
the
rule
43
application;
33.4.
costs
associated with the divorce action including counsel’s fees and
fees of the experts.
34.
An
application for a contribution towards costs is for the costs of the
divorce action not for legal costs in other proceedings.
The
applicant cannot claim for costs relating to the proceedings in the
magistrate’s court, her employment grievances and
new
employment.
In assessing the bill of
costs and the quantum of the contribution to enable the applicant to
present her case adequately before
the court in the divorce action,
having regard
to
the applicant ordinarily being entitled to be awarded a contribution
only up to and including the first day of trial,
I
consider a cost contribution in the amount of R400 000. 00 to be
reasonable in the circumstances.
Order
35.
For the reasons aforesaid, I consider it
appropriate to make an order in the following terms:
35.1.
The
respondent is ordered to pay an amount of R 14 050.00 per month to
the applicant for maintenance
pendente
lite
with
effect from 31 August 2022, and thereafter by no later than the
last working day of each month, such payment to be made
into the
applicant’s nominated bank account;
35.2.
The respondent is ordered to return to the
applicant, the Volvo XC60 (“the applicant’s vehicle”)
in working condition;
35.3.
The
respondent is ordered to continue paying the following
expenses
pendente lite
:
35.3.1.
payment
for the
maintenance
costs,
services and repairs of the applicant’s vehicle;
35.3.2.
payment
of the insurance premiums in respect of the applicant’s
vehicle;
35.3.3.
payment
of the applicant’s medical expenses which are not covered by
her medical aid;
35.4.
The
respondent
is
ordered to make a contribution towards the applicant's costs of the
divorce action in the amount of R 400 000. 00 within
60 days of
this order.
35.5.
Costs
of
this application shall be
costs
in
the divorce.
F
KARACHI
ACTING
JUDGE OF THE HIGH COURT
Appearances:
For
the applicant:
Adv R Andrews
For
the respondent:
Adv S Liebenburg
Date
of the hearing:
26 July 2022
Date
of the judgment:
1 August 2022
[1]
Taute
v Taute
1974 (2) SA 675
(E)
[2]
Taute
v Taute 1974 (2) SA 675 (E)
[3]
HM
v SM 2021 JDR 2736 (GJ)
[4]
Botha
v Botha
2009 (3) SA 89
(W)
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