Case Law[2022] ZAGPJHC 532South Africa
C v Y (19762/2007) [2022] ZAGPJHC 532 (12 August 2022)
Headnotes
Summary: Civil procedure – arrear maintenance payable pursuant to divorce order and divorce settlement – warrant of execution against property – arising out of failure to pay maintenance in terms of agreement of settlement – variation of agreement of settlement unenforceable as result of non-variation clause – Application to set aside writ – application refused.
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## C v Y (19762/2007) [2022] ZAGPJHC 532 (12 August 2022)
C v Y (19762/2007) [2022] ZAGPJHC 532 (12 August 2022)
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sino date 12 August 2022
SAFLII
Note:
Certain
personal/private details of parties or witnesses have been
redacted from this document in compliance with the law
and
SAFLII
Policy
THE REPUBLIC OF SOUTH
AFRICA
IN THE HIGH COURT OF
SOUTH AFRICA
GAUTENG DIVISION,
JOHANNESBURG
CASE
NO
:
19762/2007
REPORTABLE:
NO
OF
INTEREST TO OTHER JUDGES:
NO
REVISED:
Yes
DATE
:
12
th
August 2022
In the matter between:
C
[....]
, R [....] P
[....]
Applicant
and
Y
[....]
, L [....] 1 G
[....]
Respondent
Heard
:
21 April 2022 – The ‘virtual hearing’ of this
opposed application was conducted as a videoconference on
Microsoft
Teams
.
Delivered:
12 August 2022 – This judgment was handed down
electronically by circulation to the parties' representatives by
email, by
being uploaded to
CaseLines
and by release to
SAFLII. The date and time for hand-down is deemed to be 10:00 on 12
August 2022.
Summary:
Civil procedure – arrear maintenance
payable pursuant to divorce order and divorce settlement –
warrant of execution
against property – arising out of failure
to pay maintenance in terms of agreement of settlement –
variation of agreement
of settlement unenforceable as result of
non-variation clause – Application to set aside writ –
application refused
.
ORDER
(1)
The respondent is granted leave to amend
the warrant of execution against the property of the applicant by
deleting the amount of
‘R1 203 198.60’ and by
substituting it with the sum of ‘R1 035 743.03’.
(2)
The applicant’s application is
dismissed with costs.
JUDGMENT
Adams J:
[1].
On 22 April 2021 the respondent caused to
be issued a warrant of execution against the property of the
applicant on the basis of
a divorce settlement entered into between
them during March 2009, which settlement agreement was made an order
of this court (per
Tsoka J) on 31 July 2009. According to the said
warrant of execution and the documents in support thereof, an amount
of R1 203 198.68
is due and payable by the applicant to the
respondent in terms of the divorce order, which incorporated the
settlement agreement,
in respect of arrear maintenance for the three
children born of the marriage between the parties. The applicant
denies that any
amount is due by him to the respondent as claimed in
the warrant of execution. And in this opposed application he applies
to have
the warrant of execution set aside.
[2].
In issue in this matter is the proper
interpretation of the divorce settlement and whether the parties
intended
inter alia
that the applicant would be liable to pay the private school fees in
respect of the children or public school fees. These issues
are to be
decided against the factual backdrop as set out in the paragraphs
which follows, which by and large is common cause.
[3].
The applicant and the respondent, who were
previously married, are the parents of three children, namely D
[....] 1, born on 17
August 2000, and twins D [....] 2 and L [....]
2, who were born on 25 September 2002. On 31 July 2009, this Court
dissolved the
marriage between the parties, and the settlement
agreement they had entered into on 18 March 2009, was made an order
of court.
The settlement agreement provided for primary residence of
the children to vest with the respondent, subject to the applicant's
rights of contact.
[4].
The applicant agreed, and was ordered to
contribute towards the maintenance of the children by cash payments
to the respondent of
the amount of R2500 per month per child, to be
escalated annually at the rate of 7% per annum. Furthermore, the
agreement of settlement
provided that the applicant 'shall pay 100%
of the minor children's school fees, which shall include primary,
secondary and tertiary
education fees and shall make payment of 50%
of the minor children's school uniforms and 50% of their stationary
requirements’.
And the applicant was to retain the children as
dependants on a comprehensive medical aid scheme in addition to him
paying the
reasonable medical expenses and excesses not covered by
the medical aid scheme until such time as the children would have
become
self-supporting.
[5].
The agreement of settlement contained
standard so-called
Shifren
clauses, which provided that: -
‘
25.
No addition to, alteration, variation or cancellation of this
agreement shall be of any force or effect unless reduced
to writing
and signed by both parties.
26. No
relaxation or indulgence which either party may grant to the other
shall constitute a waiver of the rights
of that party.’
[6].
And the ‘Full and Final Settlement
and Non-Variation’ clauses provided as follows:
‘
27.
This agreement is in full and final settlement of all and any claims
which either party may have against the other
when or howsoever
arising, whether past, present or future.
28. No
variation, alteration, amendment or cancellation of or to this
agreement shall be of any force or effect
unless same is reduced to
writing and signed by both parties hereto.’
[7].
It is the case of the respondent that the
applicant owes her an amount of R1 203 198.60 pursuant to
and in terms of the
divorce settlement, which total is constituted as
follows: R993 583.58 in respect of arrear cash maintenance;
R7 421.38,
in respect of the applicant’s 50% liability in
respect of stationery; R47 537 in respect of D [....] 2’s
2020
school fees at St Dunstan’s College; R26 443.33 in
respect of additional medical expenses incurred in respect of the
children; R112 860 in respect of D [....] 1’s tuition fees
at Varsity College; and R15 353.20 in respect of the
children’s
school uniforms.
[8].
In my view, there is not much dispute about
these sums, and the total amount due, as representing the cash
maintenance payments
payable in terms of the divorce settlement, as
well as expenses actually incurred by the respondent. In other words,
the applicant
appears, in my view, not to seriously challenge the
fact that the respondent was entitled to receive payments of these
amounts
if it is accepted that the agreement of settlement signed
during March 2002 was extant. He does however deny that the
respondent
is entitled to recover those amounts from him and he does
so on the basis of what he contends to be an agreement reached
between
the parties during February 2011 to vary the terms of the
settlement agreement (‘the alleged variation agreement'). In
his
founding affidavit, the applicant alleges that in terms of the
alleged variation agreement he would pay 50% of the private school
fees of the children
in lieu
of the cash maintenance component, for the duration of the time that
the children were schooled privately. Furthermore, so it was
averred
by the applicant, the respondent would provide him with a list of
expenses and supporting documents in respect of school
stationery,
extra murals, uniforms and other related activities to allow him to
reimburse these costs, as he and the respondent
would each be liable
for 50% of these costs.
[9].
It is the applicant’s case that the
terms of the variation agreement were contained in an email he
addressed to the respondent
on 7 February 2011, which simply read in
part as follows:
'That you [the
respondent] agree to grant me [the applicant] permission to deduct
your share of the amount payable to CB or to St
Dominics School, if
applicable, from the monthly maintenance payable to you as per the
divorce decree.'
[10].
The email was ended off by the applicant
with a request for the respondent to 'reply in writing via email as
to avoid any unnecessary
misunderstanding and to comply with the
legalities of our divorce decree.'
[11].
The respondent denies the existence of a
valid agreement at variance with the terms of the settlement
agreement. Her explanation
of the circumstances giving rise to the
applicant's email of 7 February 2011 is that the applicant had
threatened her that, unless
she paid 50% of the children's fees at
CBC and St Dominic's College, he would remove the children from their
schools. She chose
the path of least resistance, and simply let him
be, but she did not agree to the applicant's terms. Moreover, it is
the case of
the respondent that prior to, at the time of and
subsequent to the granting of the decree of divorce, all three the
children attended
private schools, by agreement between the parties.
She therefore contended, contrary to what was alleged by the
applicant in his
founding papers, that the intention of the parties
as expressed in the divorce settlement, was that the children would
attend private
schools and that the applicant would be liable for
such private school fees.
[12].
In the final analysis, if the applicant’s
version relating to the alleged variation agreement is not accepted,
then there
is no alternative but to accept the respondent’s
calculations and the fact that the applicant is liable under the
divorce
order for the amounts referred to in the warrant of execution
and the supporting affidavit, subject to the following proviso. It
has been admitted on behalf of the respondent that the writ contains
an error in that it includes a claim for cash maintenance
subsequent
to the children reaching majority. That error equates to R167 455.56.
Accordingly, the writ stands to be amended
by a reduction of the
amount thereof to the sum of R1 035 743.04.
[13].
The
so called
Shifren
principle finds application generally in the context of maintenance
orders, contained in settlement agreements incorporated into
court
orders, and therefore
in
casu
.
In
SH
v GF
[1]
,
the Supreme Court of Appeal specifically rejected the notion that it
would offend public policy to enforce a non-variation clause
in
circumstances where an oral agreement of variation of a maintenance
order exists. It is precisely because of considerations
of public
policy that non-variation clauses are regarded as valid. This is what
the SCA had to say on the point:
‘
[16]
In any event the view of Kollapen AJ that in the light of the oral
agreement of variation of the maintenance order it
would offend
against public policy to enforce the non-variation clause, cannot be
endorsed. This court has for decades confirmed
that the validity of a
non-variation clause such as the one in question is itself based on
considerations of public policy, and
this is now rooted in the
Constitution. See
SA Sentrale Ko-op
Graanmaatskappy Bpk v Shifren en Andere
1964 (4) SA 760
(A) at 767A – C and
Brisley
v Drotsky
2002 (4) SA 1
(SCA)
(2002
(12) BCLR 1229
;
[2002] 3 All SA 363)
paras 7, 8, 90 and 91. Despite
the disavowal by the learned judge, the policy considerations that he
relied upon are precisely
those that were weighed up in
Shifren
.
In
Media 24 Ltd and Others v SA Taxi
Securitisation (Pty) Ltd (AVUSA Media Ltd and Others as Amici Curiae)
2011 (5) SA 329
(SCA) para 35 Brand JA said:
“
As
explained in
Brisley v Drotsky
2002 (4) SA 1
(SCA) (para 8), when this court has taken a policy
decision, we cannot change it just because we would have decided the
matter
differently. We must live with that policy decision, bearing
in mind that litigants and legal practitioners have arranged their
affairs in accordance with that decision. Unless we are therefore
satisfied that there are good reasons for change, we should confirm
the status quo.”'
[14].
As rightly contended by Ms Liebenberg,
Counsel for the respondent, the applicant cannot and does not deny
that the settlement agreement
contains a non-variation clause.
Accordingly, for any variation of the maintenance order contained in
the settlement agreement
to be valid, it must be reduced to writing
and signed by both parties. That was not done
in
casu
. And therefore that spells the end
of the applicant’s case based on the alleged variation of the
divorce settlement. In light
of the wide wording of the non-variation
clause in the settlement agreement, not only variations to the
settlement agreement, but
also additions, alternations and
cancellation of the agreement must comply with the formalities
prescribed.
[15].
Moreover,
on a proper interpretation of the divorce settlement, it must be
accepted that the agreement contemplated that the applicant
would be
liable for the private school fees in respect of the children. As was
said by Wallis JA in
Natal
Joint Municipal Pension Fund v Endumeni Municipality
[2]
:
‘
The
present state of the law can be expressed as follows: Interpretation
is the process of attributing meaning to the words used
in a
document, be it legislation, some other statutory instrument, or
contract, having regard to the context provided by reading
the
particular provision or provisions in the light of the document as a
whole and the circumstances attendant upon its coming
into existence.
Whatever the nature of the document, consideration must be given to
the language used in the light of the ordinary
rules of grammar and
syntax; the context in which the provision appears; the apparent
purpose to which it is directed and the material
known to those
responsible for its production. Where more than one meaning is
possible each possibility must be weighed in the
light of all these
factors. The process is objective, not subjective. A sensible meaning
is to be preferred to one that leads to
insensible or unbusinesslike
results or undermines the apparent purpose of the document. Judges
must be alert to, and guard against,
the temptation to substitute
what they regard as reasonable, sensible or businesslike for the
words actually used. To do so in
regard to a statute or statutory
instrument is to cross the divide between interpretation and
legislation; in a contractual context
it is to make a contract for
the parties other than the one they in fact made. The Inevitable
point of departure is the language
of the provision itself, read in
context and having regard to the purpose of the provision and the
background to the preparation
and production of the document.’
[16].
The
Supreme Court of Appeal has repeatedly stated that a restrictive
consideration of words, without regard to context, should be
avoided.
However, any interpretation exercise starts with the language of the
document in question, and the written text should
not be relegated.
The parol evidence rule remains part of South African law, which
includes that extrinsic evidence is only rarely
admitted.
Specifically, evidence of pre-contractual negotiations and the
intention of the parties of their prior negotiations are
inadmissible
for the purpose of interpretation. See
KPMG
Chartered Accountants (SA) v Securefin Ltd and Another
[3]
;
Tshwane
City v Blair Athol Homeowners Association
[4]
.
[17].
Applying these principles to the present
case, I conclude that the settlement agreement provided that the
applicant would be liable
for payment of the fees of private school
tuition as against public school fees, as contended for by the
applicant. The point is
simply that all three children were in
private schools prior to and at the time of the divorce order, and
the applicant paid the
private school fees. It therefore follows, as
submitted by the respondent, that it is improbable that the
respondent would have
begged for the children to be enrolled in
private schools prior to February 2011 when the alleged variation
agreement was reached.
[18].
Moreover, the terms of the alleged
variation agreement are manifestly at variance with the settlement
agreement. The mere existence
of the non-variation clause discounts
the validity of the applicant's reliance on the parties' alleged
conduct as constituting
a variation of the settlement agreement. No
oral or implied or tacit agreement which purports to be a variation
of the terms of
the settlement agreement can be valid in the face of
the non-variation agreement which requires the signature of both the
applicant
and the respondent. Additionally, the applicant's case on
the exact terms of the alleged variation agreement does not bear
scrutiny.
Absent the respondent's signature, the alleged variation
agreement is invalid for want of compliance with the prescribed
formalities.
[19].
I therefore conclude that the applicant’s
version relating to his liability to pay maintenance under and in
terms of the divorce
settlement cannot be accepted. The respondent’s
version and her calculations can and should be accepted. Therefore,
the warrant
of execution was validly issued and should stand.
[20].
There
is another reason why the applicant’s version should be
rejected and that of the respondent accepted. And that is the
trite
principle that in the case of factual disputes in motion proceedings
the version of the respondent must be accepted for purposes
of
determination thereof, irrespective of where the onus lies, unless
that version consists of bald or uncreditworthy denials,
raises
fictitious disputes of fact, is palpably implausible, far-fetched or
so clearly untenable that the court is justified in
rejecting them
merely on the papers. See
National
Director of Public Prosecutions v Zuma
[5]
.
[21].
Applying the aforegoing trite principle, it
cannot possibly be suggested that the respondent’s detailed and
clear calculations,
supported in all material respects by documentary
proof, should be rejected on the papers. If anything, that is the
version that
should be accepted without further ado.
[22].
In
that regard, it is now settled that a writ may be validly issued
based on an 'expenses clause' contained in a maintenance order
on
condition that the amount was easily ascertainable, and is in fact
ascertained in an affidavit filed on behalf of the judgment
creditor.
(
Butchart
v Butchart
[6]
).
The respondent has clearly complied with the requirements for the
issue of a valid writ.
[23].
For all these reasons, I am of the view
that the writ was properly issued. It was in accordance with the
maintenance orders incorporated
into the settlement agreement. The
amounts claimed were certain and corroborated by supporting
documents. Accordingly, the applicant
has not, in my view, made out a
case for the setting aside of the writ of execution.
[24].
In the final analysis, the applicant does
not deny the terms of the settlement agreement or that the respondent
incurred expenses
for which he was liable, either in full or in part.
He admits that he did not make payment of the maintenance due in
terms of the
settlement agreement. The application therefore stands
to be dismissed.
[25].
The costs should follow the suit.
Order
[26].
Accordingly, I make the following order: -
(1)
The respondent is granted leave to amend
the warrant of execution against the property of the applicant by
deleting the amount of
‘R1 203 198.60’ and by
substituting it with the sum of ‘R1 035 743.03.’
(2)
The applicant’s application is
dismissed with costs.
L R ADAMS
Judge of the High
Court of South Africa
Gauteng
Division, Johannesburg
HEARD
ON:
21
st
April 2022 as a videoconference on
Microsoft
Teams
JUDGMENT
DATE:
12
th
August 2022
FOR THE
APPLICANT:
Advocate Shirley Nathan SC
INSTRUCTED
BY:
Nowitz Attorneys, Hyde Park, Johannesburg
FOR THE
RESPONDENT: Advocate Sarita
Liebenberg
INSTRUCTED
BY:
Yammin & Hammond Attorneys, Bedfordview
[1]
SH
v GF
2013 (6) SA 621
(SCA) at para 16.
[2]
Natal
Joint Municipal Pension Fund v Endumeni Municipality
2012 (4) SA 593
(SCA) at para [18].
[3]
KPMG
Chartered Accountants (SA) v Securefin Ltd and Another
2009 (4) SA 399
(SCA) at para [35];
[4]
Tshwane
City v Blair Athol Homeowners Association
2019 (3) SA 398
(SCA) at paras [64] - [66].
[5]
National
Director of Public Prosecutions v Zuma
[2009] ZASCA 1
;
2009 (2) SA 277
(SCA);
2009 (1) SACR 361
;
2009 (4) BCLR 393
;
[2008]
1 All SA 197)
para 26.
[6]
Butchart
v Butchart
1997 (4) SA 108
(W).
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