Download PDF

South Africa Judgment

Free State High Court, Bloemfontein

A.J.K v J.J.L.K (3831/2023) [2024] ZAFSHC 52 (19 February 2024)

On this page

Professional case brief

Research organized from the available case record

Source document

01

Holding and result

The court found that the applicant had established a genuine need for maintenance and ancillary relief due to the breakdown of the marriage and her loss of income. The respondent's arguments regarding the applicant's business ventures and income were not supported by sufficient evidence of stable earnings. The respondent's actual income was found to be higher than claimed, enabling him to afford the maintenance sought. The court determined that some of the applicant's claimed expenses were excessive or constituted luxuries and adjusted the maintenance accordingly. The respondent was ordered to pay maintenance pendente lite, retain the applicant on his medical aid and cover all related costs, and contribute to her legal fees, as he had the means to do so.

Court disposition

Application granted in part; maintenance pendente lite, medical aid coverage, and contribution to legal fees ordered.

Orders

  • The respondent shall pay maintenance pendente lite to the applicant in the amount of R17,450.00 per month with effect from 29 February 2024 and monthly thereafter on or before the 30th day of each succeeding month.
  • The respondent shall retain the applicant as a beneficiary on his medical aid and is liable to pay for all medical, dental, pharmaceutical, and ophthalmic costs of the applicant.
  • The respondent shall pay R10,000.00 towards the applicant's legal fees within seven days from the date of this order.
  • The costs of the application shall be costs in the main action.

02

Material facts

Parties

A[...] J[...] K[...]

Applicant Counsel: Adv M.C. Louw

J[...] J[...] L[...] K[...]

Respondent Counsel: Adv S.S. Green

Amounts and remedies

  • Monthly Maintenance Awarded: ZAR 17,450
  • Legal Fees Contribution: ZAR 10,000

03

Procedural history

  1. Posture

    Rule 43 Application / Interim Relief Pending Divorce

04

Questions and positions

Legal issues

Party arguments

Applicant
The applicant contended that following the breakdown of the marriage, she moved out of the communal home and ceased receiving her salary from KM Part Services. She argued that she is financially vulnerable, has chronic medical needs, and lacks a stable income. She provided a detailed list of monthly expenses and claimed that the respondent stopped paying her salary and refused to cover her medication. She asserted that her need for maintenance and ancillary relief was not self-created but arose from the breakdown of the marriage and her health issues.
Respondent
The respondent argued that the applicant was not a director of KM Engine Remanufacturers (Pty) Ltd and only assisted with business administration, receiving a salary accordingly. He claimed that the applicant had her own business ventures and that the cessation of her salary was due to her absence from work following an operation, applying the 'no work, no pay' principle. He further contended that the applicant is not destitute, has other income streams, and that he cannot afford the maintenance claimed but tendered R6,000.00 per month towards her rental and offered to retain her on his medical aid, with her paying 50% of additional costs not covered.

05

Court’s reasoning

  1. 01

    Zaphiriou v Zaphiriou 1967 (1) SA 342 (W)

    Rule 43 provides a streamlined and inexpensive procedure for procuring interim relief in matrimonial actions, including maintenance and costs.

  2. 02

    Colman v Colman 1967 (1) SA 291 (C)

    Rule 43 applications require only brief statements of reasons and succinct orders pendente lite.

  3. 03

    Nilsson v Nilsson 1984 (2) SA 294 (C)

    Rule 43 was not created to provide an interim meal ticket to a spouse who will not be able to establish a right to maintenance at trial.

06

Ratio, limits and disposition

Ratio decidendi

The court found that the applicant had established a genuine need for maintenance and ancillary relief due to the breakdown of the marriage and her loss of income. The respondent's arguments regarding the applicant's business ventures and income were not supported by sufficient evidence of stable earnings. The respondent's actual income was found to be higher than claimed, enabling him to afford the maintenance sought. The court determined that some of the applicant's claimed expenses were excessive or constituted luxuries and adjusted the maintenance accordingly. The respondent was ordered to pay maintenance pendente lite, retain the applicant on his medical aid and cover all related costs, and contribute to her legal fees, as he had the means to do so.

Obiter and limits

  • The court noted that the applicant's financial support from family and friends was inconsistent and insufficient to meet her basic needs.
  • The respondent's control over the applicant's access to medical aid and medication was highlighted as a factor rendering her financially vulnerable.
  • Certain claimed expenses, such as Wi-Fi, DSTV, and luxury items, were deemed non-essential and excluded from the maintenance calculation.

Court disposition

Application granted in part; maintenance pendente lite, medical aid coverage, and contribution to legal fees ordered.

  • The respondent shall pay maintenance pendente lite to the applicant in the amount of R17,450.00 per month with effect from 29 February 2024 and monthly thereafter on or before the 30th day of each succeeding month.
  • The respondent shall retain the applicant as a beneficiary on his medical aid and is liable to pay for all medical, dental, pharmaceutical, and ophthalmic costs of the applicant.
  • The respondent shall pay R10,000.00 towards the applicant's legal fees within seven days from the date of this order.
  • The costs of the application shall be costs in the main action.

Source and reliance status

Free State High Court, Bloemfontein

This page organises the available record for research. Confirm quotations, current status, and subsequent treatment against the official source before relying on the case.

Judgment reading view

Judgment text

The complete available source text.

Source document

Free State High Court, Bloemfontein

Judgment

[2024] ZAFSHC 52

SAFLII Note: Certain personal/private details of parties or witnesses have been redacted from this document in compliance with the law and SAFLII Policy

IN THE HIGH COURT OF SOUTH AFRICA,

FREE STATE DIVISION, BLOEMFONTEIN

Reportable:

NO

Of Interest to other Judges: NO

Circulate to Magistrates: NO

Case Number: 3831/2023

In the matter between: A[…] J[…] K[…] Applicant and J[…] J[…] L[…] K[…] Respondent

HEARD ON: 19 OCTOBER 2023

CORAM:

JORDAAN, AJ

DELIVERED ON: 19 FEBRUARY 2024

[1] This is an opposed Rule 43 application. The parties were married to each other on the 02nd of July 1993, in community of property, which marriage still subsists. One child was born into this marital relationship who has since attained majority.

[2] The Parties purchased a company, KM Engine Remanufacturers (Pty) Ltd, in which the Applicant was employed and she received a net salary of R20,000.00 per month from KM Part Services.

[3] As a result of the irretrievable breakdown of the marital relationship, the Applicant moved out of the communal home and instituted an action for divorce with ancillary relief which is pending before this Court.

[4] The Applicant instituted this application for maintenance pendete lite as she no longer received a salary from KM Part Services.

[5] The succinct issues for the determination by this Court are: -

5.1. Whether or not the Applicant is entitled to maintenance pendete lite;

5.2. Whether the Respondent pendete lite should be ordered to pay the applicant maintenance in the sum of R27,000.00 per month;

5.3. Whether or not the Respondent should retain the Applicant as a beneficiary on his medical aid and be liable for all medical, dental, pharmaceutical and ophthalmic costs of the Applicant;

5.4. Whether or not the Respondent should be ordered to make a contribution to the Applicant’s legal fees in the amount R10,000.00 payable within seven (7) days from the date of the order.

[6] Rule 43 is a self-contained rule which regulates the procedure to be followed in applications for ancillary relief of an interim nature in matrimonial matters.

[7] The purpose of Rule 43 was elucidated by Trollip J in Zaphiriou v Zaphiriou[1] wherein he stated: -

“It is designed merely to provide a streamlined and inexpensive procedure for procuring the same interim relief in matrimonial actions as was previously available under common law in regards to maintenance and costs.”

[8] Theron J I Colman v Colman[2] concisely captured the procedure of the Rule 43 application as: -

“The whole spirit of Rule 43 seems to me to demand that there should be only a very brief statement by the applicant of the reasons why he or she is asking for relief claimed and equally succinct as to what order should be made pendente lite.”

[9] In Nilsson v Nilsson[3] in regard to Rule 43 it was stated: -

“It was not created to give an interim meal ticket to a woman who quite clearly at the trial will not be able to establish a right to maintenance."

[10] It is the Applicant’s case that on the 08th of May 2023 the Respondent sent a letter to all their suppliers and clients that she is no longer the contact person at KM Engine Remanufacturers (Pty) Ltd, a company which she views as being a co-owner of. The Applicant then later moved out of the communal home on approximately the 19th of May 2023, the Respondent stopped paying her salary from May 2023 and also refused to pay for her medication.

[11] The Applicant grounded her application on a tabulated list of monthly expenses.[4] It is common cause that the Applicant is a diabetic and on medication for same.

[12] The Respondent refuted these contentions by stating that the Applicant was simply a co-signatory to the purchase of the company by virtue of their marital regime and was not a director. The Respondent further contended the Applicant received a salary for “merely assisting with businesses admin,… Applicant did not come in every day and work at the business premises, she had her own business ventures,..that kept her busy as well”[5] and the Applicant was absent from work for a prolonged period after she underwent an operation in Bloemfontein thus the no work no pay principle was applied as would be applied to any other employee.

[13] The Respondent further contended that once the Applicant returned to Louis Trichardt he indeed paid for her medication. He further contented that the Applicant is not destitute she had a driving school business and upholstering business in Louis Trichardt, she created her situation by moving to Bloemfontein.

[14] Notwithstanding the contentions of the Respondent, it is clear that the Applicant was not like any other employee of the company, having regard to Respondent’s own papers. According to the Respondent, the Applicant did not come into the business premises every day, she carried on other business ventures that kept her busy and she merely assisted with the business admin for which she received the established “salary”.

[15] If one has regard to the letter[6], it identified the persons who will deal with those queries, they are the directors of the companies and a consultant, all existing

in-house staff already serving within the business or on the board of directors of the business.

[16] No ordinary employee will not come in to the business premises every day as other business ventures keep her busy and yet receive an established monthly salary for merely assisting with administration. This indicates that her established salary was not based on any set hours of merely assisting with business admin.

[17] It was the Respondents case that he earns a salary of R25 000.00 per month from KM Engine Remanufacturers Pty Ltd and could not afford to pay maintenance pendente lite in terms of the application but tendered six thousand rand per month towards the Applicant’s rental and that he would retain the Applicant on his medical aid, but that she should pay 50% towards any additional medical costs not covered by the medical aid. The Respondent further contended that the Applicant have income streams from her various business ventures.

[18] Both Applicant and the Respondent’s bank accounts indicate additional deposits into their accounts from their children and other sources. The Applicant explains that it is her daughter and family members and friends who assist her and whom she repays, while the Respondent explains that his children reimburse him for the car payments he makes on their behalf and he moves money into and out of his credit card in order to have funds available in his account when the need arises.

[19] Parties are in agreement that the Applicant is on chronic medication, that Applicant had a medical procedure in Bloemfontein according to the Respondent it was an operation, that their marriage has irretrievably broken down, that their daughter lives in Bloemfontein and that the Respondent had a letter sent to clients that Applicant is no longer the contact person at KM Engine Remanufacturers (Pty) Ltd.

[20] The Court finds that the Applicant indeed receive financial and moral care from her daughter and other family members and friends as well as business venture income for different services, however they are inconsistent and not sufficiently substantial to enable maintaining the basic indispensable needs of the Applicant. There was further no evidence that the Applicant is indeed currently in receipt of an established income in the form of a salary from an employer, or derived from her giving driving lessons or doing upholstering or refurbishing.

[21] In the circumstances, this Court finds that the Applicant has made out a clear case that there is a need for maintenance and ancillary relief, that such need was in the circumstances not self-created, but due to the irretrievable breakdown of the marriage and health issues coupled with her losing her salary. The Respondent submitted that he receives a salary of R25 000.00 (Twenty Five Thousand Rand) salary per month per month, however this Court finds that the Respondent in addition to his R25 000.00 (Twenty Five Thousand Rand) salary per month is receiving an additional payment of R 8 500.00 (Eight Thousand Five Hundred Rand) as salary from KM Engine Salary, with a further additional R3 900.00 (three thousand Nine Hundred Rand) salary on the 14th of March 2023.[7] The Court thus finds that the Respondent has the ability to receive and indeed does receive additional salary payments from the company and can on the basis of his income maintain the Applicant pendente lite.

[22] Having established the need of the Applicant to maintenance, does not denote that all the tabulated expenses of the Applicant are accepted as basic needs or that they have to be fulfilled to the extent that the Applicant requires. The list of expenses contains certain luxuries and excessive expenses which are not sustainable having regard to the authorities mentioned herein.

[23] The Court found that the unforeseen expenses, reading and relaxation, Wi-Fi, DSTV, skin and hair care are luxuries and, in the circumstances, not granted by this court. Having regard to the areal outlay of Bloemfontein traveling in Bloemfontein does not require petrol at R2 000,00 per month, the Court thus halved the amount. The estimated water and electricity costs projected for one person was also halved by Court. On the basis of the evidence submitted by the Respondent, the rental needed was reduced to an amount of R6 000,00. The meat fish and chicken for one person was read into the R3 500,00 grocery per month for one person, fruit and vegetables of R800,00 per month, bread and milk and daily purchases of R1000,00 and cleaning materials of R500,00 per month. The Respondent offered medical aid to the Applicant, that leaves the Applicant’s accepted basic needs per month at R17 450,00 (Seventeen Thousand Four Hundred and Fifty Rands).

[24] The Court has regard to the fact that the Respondent projected to Court that his income is R25 000,00 (Twenty-Five Thousand Rand) salary per month, his expenses is R11 317.34 (Eleven Thousand Three Hundred and Seventeen Rand and Thirty-Four Cents) per month and he offered to pay the Applicant R6 000,00(Six Thousand Rand) per month towards her rental. Thus it was the Respondent’s intention to have approximately R7 000,00 available after his projected expenses.

[25] The Court finds that Respondent’s actual income from the company indicates an established income of R33 500,00

(Thirty-Three Thousand Five Hundred Rands) per month with one additional occasional salary payment of R3 900, 00 which amounts

to R325,00 (Three Hundred and Twenty-Five Rands) per month. The total monthly salary of the Respondent thus amounts to R33 825,00

(Thirty-Three Thousand Eight Hundred and Twenty-Five Rands) deducting his listed expenses leaves a surplus of R22 508,00 (Twenty-Two

Thousand Five Hundred and Eight Rands) per month. Should the Respondent be ordered to pay the Applicant R17 450,00 (Seventeen

Thousand Four Hundred and Fifty Rands) per month it would leave the Respondent with a surplus of R5 058,00 (Five Thousand and Fifty-Eight

Rands) per month.

[26] The Respondent indicated that the company pays for the medical aid that he belongs to in addition he has gap cover on the medical aid and he offered to retain the Applicant on the medical aid, but that she must pay 50% of the additional expenses not covered. This, the Respondent contend, in circumstances where he always nonetheless paid all the medication the Applicant needed and medical/dental procedures the Applicant had while earning a salary and after not earning a salary he refused to pay for it in Bloemfontein, but he paid for the same medication and more when she returned to Louis Trichardt. This indicates to Court, that the Respondent does not have a lack of means to provide in the Applicant’s medical needs, but that it is about control. This in circumstances where the Applicant was already rendered financially vulnerable when her salary was stopped.

[27] The Applicant being unemployed means she is not in a financial position to pay her legal fees and thus claimed Respondent to make payment in the amount of R10 000,00. The Respondent on the other hand has an income and in the manner indicated has means to a further additional income that he received once off on the bank statements submitted from the same company the Applicant submitted belong to both of them. In the circumstances an order for the payment of the Applicant’s legal fees in the amount claimed is not unfounded.

[28] Having regard to the papers and bolstered by the authorities mentioned herein the Court finds that the Respondent has the means to pay the maintenance and ancillary orders pendente lite and accordingly makes the following order:

28.1. The Respondent shall pay maintenance pendente lite to the Applicant in the amount of R17 450,00 per month with effect from the 29th of February 2024 and monthly thereafter on or before the 30th day of each succeeding month;

28.2. The Respondent shall retain the Applicant as a beneficiary on his medical aid and is liable to pay for all medical-, dental-, pharmaceutical- and ophthalmic costs of the Applicant;

28.3. The Respondent shall pay R10 000,00 towards the Applicant’s legal fees within seven (7) days from the date of this order;

28.4. The Costs of the application shall be costs in the main action.

M.T. JORDAAN, AJ

APPEARANCES: Counsel on behalf of the Applicant: Adv M.C. Louw Instructed by: Honey Attorneys

BLOEMFONTEIN Counsel on behalf of the Respondent: Adv. S.S. Green Instructed by: Venter Attorneys C/O Handre Conradie

BLOEMFONTEIN

[1] 1967 (1) SA 342 (W).

[2] 1967 (1) SA 291 (C).

[3] 1984 (2) SA 294 (C).

[4] Paginated Bundle pages 8 to 9 paragraph 6.2.

[5] Respondent’s Opposing Statement page 21 paragraph 9.4.

[6] Paginated Bundle: Founding Affidavit page 28 Annexure “C”.

[7] Paginated Bundle pages 88, 89, 93, 94, 95, 98, 99, 101, 102, 104, 105, 106, 107.

Source wording is retained. Consult the source document for its original formatting and pagination.

Authorities

Authorities used by the court

Cases, legislation, regulations, and constitutional provisions identified in the available record.

Zaphiriou v Zaphiriou 1967 (1) SA 342 (W)

Case cited

Colman v Colman 1967 (1) SA 291 (C)

Case cited

Nilsson v Nilsson 1984 (2) SA 294 (C)

Case cited

Uniform Rule 43

Legislation

Legislation referenced in the available case record.

Case-aware research

Ask AI about this case

The judgment and available research above are public. New questions open in a separate private conversation grounded in this case.

About this LexChat collection

This page organizes the available case record for research. Verify quotations, current status, and subsequent treatment against the source document. Corrections can be reported to hello@esheria.ai.

Legal information, not legal advice. Research summaries do not replace the judgment.