Daniels v Campbell N.O and Others (1646/2001) [2003] ZAWCHC 41 (1 September 2003)
- Citation
- [2003] ZAWCHC 41
- Status
- Judgment
- Jurisdiction
- South Africa
- Court
- Western Cape High Court, Cape Town
- Panel
- Binns-Ward AJ
- Case number
- 1646/01
More details
- Court
- Western Cape High Court, Cape Town
- Panel
- Binns-Ward AJ
- Case number
- 1646/01
On this page
Professional case brief
Research organized from the available case record
01
Holding and result
The court provisionally condoned the applicant's late filing for leave to appeal under Constitutional Court Rule 18(2), finding no prejudice and no opposition from the respondents. The application for a certificate was considered advisory, with the Constitutional Court retaining ultimate authority. The court held that, although the principal judgment did not formally refuse declaratory relief, the reasons given amounted to a 'decision' declining such relief, making it appealable. The issues raised are constitutional matters of substance, affecting the rights of surviving spouses in Muslim marriages. The evidence is sufficient for the Constitutional Court to decide without further referral. The court found a reasonable prospect that the Constitutional Court might adopt a less restrictive interpretation of 'spouse' and 'survivor' in the statutes, given constitutional values and policy considerations. Accordingly, a partly negative and partly positive certificate was issued, allowing conditional leave to appeal directly to the Constitutional Court, with further leave to appeal to the Supreme Court of Appeal or Full Bench reserved pending the outcome in the Constitutional Court.
Court disposition
Application for condonation of late filing provisionally granted; certificate issued under Constitutional Court Rule 18(6) for conditional leave to appeal directly to the Constitutional Court; leave reserved for further appeal to the Supreme Court of Appeal or Full Bench pending Constitutional Court outcome; no order as to costs.
Orders
- The applicant's non-compliance with the time limit prescribed in Rule 18(2) of the Rules of the Constitutional Court is provisionally condoned.
- A certificate is issued in terms of Rule 18(6) of the Rules of the Constitutional Court, conditionally allowing direct appeal to the Constitutional Court if confirmatory orders are refused.
- There is reason to believe that the Constitutional Court may grant the applicant conditional leave to appeal directly to that Court.
- The constitutional matters raised are of substance and a ruling by the Constitutional Court is desirable.
- The evidence is sufficient for the Constitutional Court to dispose of the matter without further referral.
- There is a reasonable prospect that the Constitutional Court may reverse this court's decision regarding declaratory relief.
- The applicant is given leave to apply to this court for leave to appeal to the Supreme Court of Appeal or Full Bench within 15 days of completion of proceedings in the Constitutional Court, if so advised.
- No order as to costs.
02
Material facts
Parties
Juleiga Daniels
Applicant Counsel: Mr ChaskalsonRobin Grieve Campbell N.O.
Respondent Counsel: Ms BawaMelissa Fourie N.O.
Respondent Counsel: Ms BawaSoraya Daniels
RespondentAdielah Jakoet
RespondentShahieda Manuel
RespondentMogamat Sharief Manuel
RespondentSarah Daniels
RespondentMinister of Justice
RespondentRegistrar of Deeds
RespondentMaster of the High Court
Respondent03
Procedural history
Posture
Leave to Appeal / Application for Certificate Under Constitutional Court Rule 18(2) Following Principal Judgment
04
Questions and positions
Legal issues
- 01
Whether the applicant, married under Muslim rites in a monogamous union, qualifies as a 'spouse' under the Intestate Succession Act, 81 of 1987, and as a 'survivor' under the Maintenance of Surviving Spouses Act, 27 of 1990.
- 02
Whether the omission of Muslim marriages from the definition of 'spouse' and 'survivor' in the respective statutes is unconstitutional and invalid.
- 03
Whether the applicant is entitled to declaratory relief or whether the constitutional invalidity orders require confirmation by the Constitutional Court.
- 04
Whether the application for leave to appeal directly to the Constitutional Court should be granted despite late filing.
Party arguments
- Applicant
- The applicant contends that her marriage under Muslim rites should be recognised for purposes of inheritance and maintenance under the Intestate Succession Act and the Maintenance of Surviving Spouses Act. She argues that a restrictive interpretation of 'spouse' and 'survivor' amounts to unfair discrimination on grounds of religion, culture, and marital status, contrary to constitutional principles. The applicant seeks declaratory relief or, alternatively, a reading-in to the statutes to include Muslim marriages. She submits that the matter raises constitutional issues of substance affecting a significant community and that the evidence is sufficient for the Constitutional Court to decide without further referral.
- Respondent
- The first and second respondents, as executors, oppose recognition of the applicant as a surviving spouse under the statutes, relying on the absence of statutory provision for Muslim marriages not registered under the Marriage Act. They argue that recent legislative amendments and Constitutional Court judgments support a restrictive interpretation. The respondents do not oppose condonation for late filing of the application for leave to appeal and abide the court's decision on procedural matters.
05
Court’s reasoning
Legal principles
- 01
Section 35(2) and (3) of the Interim Constitution
Statutory interpretation must be informed by constitutional values, including the spirit, purport, and objects of the Bill of Rights.
- 02
Section 35(2) of the Interim Constitution
A law should be construed to avoid unconstitutional outcomes where a more restricted, constitutionally compliant interpretation is reasonably possible.
- 03
National Coalition for Gay and Lesbian Equality & Others v Minister of Home Affairs & Others 2000 (2) SA 1 (CC); Satchwell v President of the Republic of South Africa & Another 2002 (6) SA 1 (CC)
The principle of reading in conformity does not permit unduly strained interpretations of statutory language.
- 04
National Education Health and Allied Workers Union v University of Cape Town and Others 2003 (3) SA 1 (CC); Patel v Minister of the Interior and Another 1955 (2) SA 485 (A)
Context is critical in statutory interpretation; expositionary amendments clarify rather than alter existing law.
- 05
Minister of Home Affairs and Others v Dawood and Another 2000 (1) SA 1074 (C)
A High Court may provisionally condone non-compliance with Constitutional Court procedural rules, subject to endorsement by the Constitutional Court.
- 06
Khumalo and Others v Holomisa [2002] ZACC 12; 2002 (5) SA 401 (CC)
A 'decision' for purposes of Constitutional Court Rule 18 includes a refusal of relief, even if not reflected in a formal order.
06
Ratio, limits and disposition
Ratio decidendi
The court provisionally condoned the applicant's late filing for leave to appeal under Constitutional Court Rule 18(2), finding no prejudice and no opposition from the respondents. The application for a certificate was considered advisory, with the Constitutional Court retaining ultimate authority. The court held that, although the principal judgment did not formally refuse declaratory relief, the reasons given amounted to a 'decision' declining such relief, making it appealable. The issues raised are constitutional matters of substance, affecting the rights of surviving spouses in Muslim marriages. The evidence is sufficient for the Constitutional Court to decide without further referral. The court found a reasonable prospect that the Constitutional Court might adopt a less restrictive interpretation of 'spouse' and 'survivor' in the statutes, given constitutional values and policy considerations. Accordingly, a partly negative and partly positive certificate was issued, allowing conditional leave to appeal directly to the Constitutional Court, with further leave to appeal to the Supreme Court of Appeal or Full Bench reserved pending the outcome in the Constitutional Court.
Obiter and limits
- The court noted that the hardship and injustice suffered by spouses in Muslim marriages is a result of historically entrenched legal approaches and that a more just interpretation could have avoided such consequences.
- The court observed that recent legislative amendments and Law Reform Commission proposals indicate a trend towards broader recognition of religious marriages, but also noted opposition within the Muslim community regarding succession rules.
- The court distinguished the present matter from cases involving same-sex marriage, finding that recognition of Muslim marriages does not require development of the common law but rather statutory interpretation in line with constitutional principles.
- The court emphasised that the Constitutional Court's definitive interpretation of the statutes would bind all parties and future cases, even if not reflected in a formal order.
Court disposition
Application for condonation of late filing provisionally granted; certificate issued under Constitutional Court Rule 18(6) for conditional leave to appeal directly to the Constitutional Court; leave reserved for further appeal to the Supreme Court of Appeal or Full Bench pending Constitutional Court outcome; no order as to costs.
- The applicant's non-compliance with the time limit prescribed in Rule 18(2) of the Rules of the Constitutional Court is provisionally condoned.
- A certificate is issued in terms of Rule 18(6) of the Rules of the Constitutional Court, conditionally allowing direct appeal to the Constitutional Court if confirmatory orders are refused.
- There is reason to believe that the Constitutional Court may grant the applicant conditional leave to appeal directly to that Court.
- The constitutional matters raised are of substance and a ruling by the Constitutional Court is desirable.
- The evidence is sufficient for the Constitutional Court to dispose of the matter without further referral.
- There is a reasonable prospect that the Constitutional Court may reverse this court's decision regarding declaratory relief.
- The applicant is given leave to apply to this court for leave to appeal to the Supreme Court of Appeal or Full Bench within 15 days of completion of proceedings in the Constitutional Court, if so advised.
- No order as to costs.
Source and reliance status
Western Cape High Court, Cape Town
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.
Western Cape High Court, Cape Town
Judgment
REPORTABLE
IN THE HIGH COURT OF
SOUTH AFRICA
CAPE OF GOOD HOPE
PROVINCIAL DIVISION
CASE NO. 1646/01
In the matter between:
JULEIGA DANIELS APPLICANT
and
ROBIN GRIEVE CAMPBELL N.O.
FIRST RESPONDENT
MELISSA FOURIE N.O.
SECOND RESPONDENT
SORAYA DANIELS THIRD
RESPONDENT
ADIELAH JAKOET FOURTH
RESPONDENT
SHAHIEDA MANUEL FIFTH
RESPONDENT
MOGAMAT SHARIEF MANUEL SIXTH
RESPONDENT
SARAH DANIELS SEVENTH
RESPONDENT
MINISTER OF JUSTICE
EIGHTH RESPONDENT
REGISTRAR OF DEEDS NINTH
RESPONDENT
MASTER OF THE HIGH
COURT TENTH RESPONDENT
JUDGMENT DELIVERED ON 1 SEPTEMBER 2003
BINNS-WARD AJ:
Introduction
In the principal application, the applicant sought the following relief (I quote from the notice of motion):
Declaring that the Applicant was, for the purposes of the Intestate Succession Act, 81 of 1987, the spouse of Mogamat Amien Daniels at the time of his death and is an heir in the Estate of the Late Mogamat Amien Daniels
In the alternative to paragraph 1 above
Declaring that the omission in Section 1(4) of the Intestate Succession Act, 81 of 1987, of the following definition is unconstitutional and invalid:
â âspouseâ shall include a husband or wife married in terms of Muslim rites in a de facto monogamous unionâ
Declaring that Section 1(4) of the Intestate Succession Act, 81 of 1987, shall be read as though it included the following paragraph after paragraph (f):
â(g) ââspouseâ shall include a husband or wife married in terms of Muslim rites in a de facto monogamous unionâ.
Declaring that the orders in paragraphs 2.1 and 2.2 above shall have no effect on the validity of any acts performed in respect of the administration of an Intestate Estate that had been finally wound up by the date of this order
Declaring that the Applicant is for the purposes of the Maintenance of Surviving Spouses Act, 27 of 1990, the survivor of Mogamat Amien Daniels and is entitled to lodge a claim for maintenance in the Estate of the Late Mogamat Amien Daniels and to have such claim determined by the First Respondent.
In the alternative to paragraph 3 above
Declaring that the omission from the definition of âsurvivorâ in Section 1 of the Maintenance of Surviving Spouses Act, 27 of 1990, of the words âand includes the surviving husband or wife of a de facto monogamous union solemnized in accordance with Muslim ritesâ at the end of the existing definition is unconstitutional and invalid.
Declaring that the definition of âsurvivorâ in Section 1 of the Maintenance of Surviving Spouses Act, 27 of 1990, is to be read as if it included the following words after the words âdissolved by deathâ:
âand includes the surviving husband or wife of a de facto monogamous union solemnized in accordance with Muslim ritesâ.
The applicant had been married to the late Mogamat Amien Daniels according to Muslim rites in a monogamous union until the latterâs death in November 1994. The applicantâs husband died intestate. The first and second respondents, who were the only parties to actively oppose the application1, are respectively the executors of the estates of the applicantâs late husband and a deceased son of the latter by a previous marriage. They have refused to recognise the applicant for inheritance and maintenance purposes as the surviving spouse of the late M.A. Daniels within the meaning of the relevant provisions of the Intestate Succession Act, 1987 and the Maintenance of Surviving Spouses Act, 1990.
The circumstances which led to the institution of the principal application have been described extensively in the detailed and closely reasoned judgment handed down on 24 June 2003 by van Heerden J. It is unnecessary to retraverse them. Suffice it to say that the facts provide a vivid illustration of the serious hardships and gravely unjust consequences which have arisen and continue to occur as result of an historically entrenched approach against the recognition for legal purposes of Muslim marriages. The creative and progressive approach manifested in the judgments in Ryland v Edros 1997 (2) SA 690 (C) and Amod v Multilateral Motor Vehicle Accidents Fund (Commission for Gender Equality intervening) 1999 (4) SA 1319 (SCA), both of which are discussed in some detail in van Heerden Jâs judgment in the principal case, go to show how some of the hardship and injustice could have been avoided had a more intuitively just approach informed some earlier decisions of the superior courts. With the advantage of a current perspective, one realises that some of the earlier decisions were unfortunately the product of the ethos which prevailed at the time they were made; during a period when the diversity of South African society and the need for our legal system to develop in a manner to cater for it to went effectively unacknowledged.
Van Heerden J made an order in terms of paragraphs 2 and 4 of the notice of motion. Although no order was made refusing the relief sought in terms of paragraphs 1 and 3 of the notice of motion, it is clear from the learned judgeâs reasons for judgment that she concluded, albeit âwith considerable reluctanceâ, that the applicant was not entitled in law to the declaratory relief sought in those paragraphs.
In terms of s 172(2)(a) of the Constitution, this courtâs orders concerning the constitutional invalidity of the statutory provisions in issue have no force unless they are confirmed by the Constitutional Court.
The applicant has indicated that she intends to apply in terms of s 172(2)(d) of the Constitution for the necessary confirmation. The applicant will also seek leave from the Constitutional Court to appeal directly to that court against the refusal of the relief sought by her in terms of paragraphs 1 and 3 of her notice of motion. The appeal, if it is permitted, will be prosecuted only if the Constitutional Court refuses to make the confirmatory orders. It makes no practical difference to the applicant whether she obtains final relief in terms of paragraphs 1 and 3, or paragraphs 2 and 4 of her notice of motion. Her concern is, however, that the Constitutional Court might refuse to confirm the constitutional invalidity orders on the grounds that upon a proper construction of the statutory provisions the applicant is a spouse and a survivor within the contemplation of the two statutes. The applicant fears that in that eventuality, she may be left with no relief at all. Whether the applicantâs concern gives rise to a valid basis for this application is a question I shall address shortly.
In terms of rule 18(2) of the Rules of the Constitutional Court, the applicant requires a certificate from this court certifying that it is in the interests of justice that her conditional appeal be brought directly to the Constitutional Court and that there is reason to believe that the Constitutional Court may give leave to the applicant to note the appeal.
The applicant was required in terms of the provisions of Constitutional Court rule 18(2) to make application on notice of motion to this court for the necessary certificate in terms of rule 18(6). In the absence of van Heerden J, consequent upon her appointment as an acting judge of appeal in the Supreme Court of Appeal (âSCAâ), the application was heard by me.
Condonation for non-compliance with the Rule
Rule 18(2) provides that any application for a certificate in respect of a direct appeal must be made within 15 days of the decision sought to be taken on appeal. The application in this matter was filed on 28 July 2003, some 24 days after the date of the judgment in the principal application. Until I raised the point with applicantâs counsel during argument, the applicantâs legal representatives were unaware that the application was out of time. The explanation I received from the bar was that the applicantâs attorney had overlooked the time limit. Mr Chaskalson, who appeared for the applicant, requested condonation of the non-compliance with the prescribed time limit
There is no express power afforded to this court in terms of the Constitutional Court rules to condone non-compliance with the rules. The existence of the power is, however, a question that has been considered before. In Minister of Home Affairs and Others v Dawood and Another, Minister of Home Affairs and Others v Shalabi and Another, Minister of Home Affairs and Others v Thomas and Another 2000 (1) SA 1074 (C) at 1081B-1082E, van Heerden AJ (as she then was) held that a High Court hearing an application in terms of rule 18(2) has the inherent power to condone non-compliance with the prescribed time limit. I concur in that opinion, but I would, with respect, formulate the reason for and the extent of the power somewhat differently.
An application in terms of rule 18(2) is analogous in material respects to an application for leave to appeal from a decision of the High Court either to a Full Bench or to the SCA. The similarity in the procedures should, however, not obscure the critical differences that distinguish them. In the conventional application for leave to appeal, the High Courtâs decision to grant leave is finally determinative of the applicantâs right to appeal. A positive certificate in terms of rule 18(2) on the other hand does not determine the applicantâs right to appeal. It is merely advisory in nature. The certificate is intended to assist the Constitutional Court in deciding the application for permission to appeal to it directly2. This application is merely the first part of a two-stage integral process in terms of the Rules of the Constitutional Court. The application to this court required in terms of Constitutional Court rule 18(2) is therefore a procedural requirement of the Constitutional Court rather than of this court.
The characterisation of the procedure may be demonstrated by posing the question what would happen if this court were to refuse the application for condonation. Would that put an end to the applicantâs application in terms of rule 18? I think not. The
applicant in that situation could apply to the Constitutional Court for relief in terms of Constitutional Court rule 31. In doing so she would be applying for procedural relief in terms of the Rules of the Constitutional Court; she would not be appealing against this courtâs refusal of her application for condonation.
I find further support for my view that rule 18 procedures are not properly characterised as procedures of this court in the exercise by the Constitutional Court of a power in terms of Constitutional Court rule 31 to dispose altogether, in appropriate circumstances, with the necessity for an intending appellant to apply for a certificate in terms of rule 18(6). See Mohamed and Another v President of the Republic of South Africa and Others (Society for the Abolition of the Death Penalty in South Africa and Another Intervening) [2001] ZACC 18; 2001 (3) SA 893 (CC) at paragraph [6], footnote 9.
The somewhat unusual occurrence of a procedural provision in the rules of one court providing for a process in another is explained in this particular instance by the provisions of s 167(6) of the Constitution3.
It would be impractical and contrary to the efficient administration of justice to require condonation applications such as the one required in this case to be heard, at least initially, by the Constitutional Court. The implication of a power in this court to grant condonation provisionally and subject to the confirmation of the Constitutional Court in the context of any subsequent application in terms of rule 18(7) would seem to be the appropriate way to reconcile the practical exigencies with the fact that it is the procedures of the Constitutional Court rather than this court that are being regulated. It seems to me therefore that any condonation granted by a High Court for non-compliance with sub-rule (2) probably requires the endorsement of the Constitutional Court itself as part of the application in terms of sub-rule (7).
In provisionally granting condonation this court would be assuming a power necessarily incidental in the interests of justice, rather than regulating its own process4. I therefore consider that it would be proper for a party which has obtained condonation from a High Court for its non-compliance with any requirement of rule 18(2) to apply in any application in terms of rule 18(7) to the Constitutional Court for an endorsement or confirmation of such condonation.
. No prejudice was caused by the 9 day delay and Ms Bawa, who appeared for first and second respondentsâ did not oppose condonation of the late filing of the application5. In the circumstances, the applicantâs non-compliance with the prescribed time limit was condoned. The provisional nature of such condonation follows on what has been said in the preceding paragraphs.
The necessity, in the circumstances postulated by the applicant, for any appeal, at all
As pointed out, the applicant makes this application because she is concerned that the Constitutional Court might refuse to grant a confirmatory order in terms of s 172(2) of the Constitution on the grounds that the applicant is a spouse or a survivor within the meaning of the two statutes, as currently worded. That narrow basis is the only ground upon which it is alleged that the applicant needs to have available to her the alternative remedy of an appeal.
I doubt whether a right of appeal is necessary in the circumstances postulated by the applicant. In my view, should the Constitutional Court decide to refuse to confirm the orders of constitutional invalidity made by this court on the grounds that the proper construction of the statutes allows for the applicant to be recognized as a spouse or a survivor for their respective purposes, the reasoning of the Court in support of any such conclusion would constitute a definitive interpretation of the statutes. By âdefinitiveâ, I mean to express the notion of a final and binding determination. I consider the description appropriate for two reasons. Firstly, having regard to the status of the Court, jointly with the SCA, as the highest court in the land; and secondly, on the basis that the situation postulated by the applicantâs application would necessarily entail the Courtâs finding being the ratio decidendi for the Courtâs negative decision of the s 172 application.
The Courtâs ratio decidendi in any judgment of the nature postulated by the applicantâs application for conditional leave to appeal would have the force of law. Cf. Fellner v Minister of the Interior 1954 (4) SA 523 (A) at 533A, 537A - E, 542EâG. As such, even if not reflected in an order of the Court, the reasons would bind not only the parties to the principal application, but also anybody else in respect of whom the provisions of the statutes might apply currently, or in the future.
The applicant did not seek consequential mandatory interdictory relief in the principal application. In the event of any of the respondents failing or refusing to administer the deceased estates consistently with the ratio decidendi of any judgment of the Constitutional Court determining that a person in the applicantâs situation is a spouse or survivor for the purposes of the two statutes in issue, any court subsequently approached by the applicant for appropriate mandatory relief would be bound to grant it to her. There is therefore no valid basis for the applicantâs concern that, in the circumstances postulated for the purposes of her application for leave to appeal, absent declaratory orders made on appeal in terms of paragraphs 1 and 3 of her notice of motion, she would forfeit any right to have the estates administered consonantly with the ratio decidendi of a judgment by the Constitutional Court refusing her application in terms of s 172(2) of the Constitution.
In the result, had the decision to grant leave to appeal been within my province, I would have refused it as being unnecessary in the interests of justice in this case. However, as the function of this court is only to give a certificate (which can be positive or negative, or partly positive and partly negative), and therefore essentially advisory in nature, it seems appropriate nevertheless to address the criteria to be dealt with in terms of rule 18(2), in case the Constitutional Court does not agree with my view that an appeal on the basis postulated by the applicant is unnecessary.
Can it be said that this Court made a decision that is appealable?
As remarked in paragraph 4, above, van Heerden J did not make an order refusing relief in terms of paragraphs 1 and 3 of the notice of motion. Nevertheless, as I remarked earlier, it is clear from the reasons for judgment that the learned judge decided against the applicantâs entitlement to the relief sought in terms of those paragraphs. It is now firmly established that, for the purpose of Constitutional Court rule 18, âdecisionâ has a wider meaning than âorderâ6. On that basis, I am therefore satisfied that this court made a âdecisionâ declining to grant relief in terms of paragraphs 1 and 3 of the notice of motion and that such decision is appealable, subject to the Constitutional Court being satisfied that it is in the interests of justice to entertain the appeal.
Would the intended appeal raise a constitutional matter of substance ?
Mr Chaskalson submitted that the issues raised by the relief sought in terms of paragraphs 1 and 3 of the notice of motion in the principal application were âconstitutional mattersâ because the determination of the disputed construction of the statutory provisions in issue entails the application of the principles of interpretation enjoined in
terms of s 35(2) and/or s 35(3) of the Interim Constitution7. It was the applicantâs case that a restrictive construction would result in unfair discrimination against the surviving spouses of Muslim marriages on grounds of religion, culture and marital status. In the circumstances, I accept that the characterisation of the interpretation question as a âconstitutional matterâ is correct8.
The matter is one of âsubstanceâ because a determination of the interpretation of the statutory provisions potentially will affect, in a very material way, the position of a significant number of persons in a community which is an important constituent in our diverse society.
Accordingly, if the Constitutional Court could be persuaded that the words spouse and survivor in the two statutes do include parties to marriages in terms of Muslim rites in de facto monogamous marital relationships a ruling to that effect would appear to be desirable.
Is the evidence sufficient to enable the Constitutional Court to deal with and dispose of the matter without the need to refer the case back to this court for further evidence?
The connotation of the word âspouseâ, if generally extended beyond a partner in a marriage solemnised in accordance with the provisions of the Marriage Act, 25 of 1961, may have very wide repercussions. In Fourie and Another v Minister of Home Affairs and Another (CCT 25/03 -judgment dated 31 July 2003), the applicants, who are partners in a permanent same sex relationship, sought an order directing the first respondent to register their union as a marriage in terms of the Act. The Transvaal High Court refused the application and thereafter gave a negative certificate in terms of rule 18(6) in the subsequent application for leave to appeal directly to the Constitutional Court. The latter Court dismissed the application for leave to appeal directly to it. In its reasons, the Court pointed out9 that there are at least 44 Acts of Parliament on the statute book in which reference is made to âhusbandâ and/or âwifeâ, either in the body of the Act or in the regulations to the Act, and held:
âThis appeal is likely to raise complex and important questions of the legal conformity of our common law and statutory rules of marriage in the light of our Constitution and its resultant jurisprudence. Marriage and its legal consequences sit at the heart of the common law of persons, family and succession and of the statutory scheme of the Marriage Act. Moreover marriage touches on many other aspects of law, including labour law, insurance and tax. These issues are of importance not only to the applicants and the gay and lesbian community but also to society at large. While considerations of saving costs, and of âan early and definitive decision of the disputed issuesâ are in themselves weighty, they should not oust the important need for the common law, read in the light of the applicable statutes, to develop coherently and harmoniously within our constitutional context. The views of the SCA on matters that arise in the appeal are of considerable importance. The nature of the dispute raised by the appeal is, as the High Court correctly held in issuing a negative rule 18(2) certificate, pre-eminently suited to be considered first by the SCA.â10
Of even more immediate pertinence in the present matter, in its recent report on Islamic Marriages and Related Matters, the South African Law Reform Commission (âSALRCâ), having proposed the following amendments to the statutes in issue in the present case:
âSection 1 of the Intestate Succession Act, 1987 (Act No. 81 of 1987) is hereby amended by the addition to subsection (4) of the following paragraph:
âspouseâ shall include a spouse of an Islamic marriage recognised in terms of the Islamic Marriages Act, 20.. , and shall otherwise include the spouse of a deceased person in a union recognised as a marriage in accordance with the tenets of any religion: Provided that in the event of a deceased man being survived by more than one spouse, the following shall apply -
(i) for the purposes of subsection (1)(c), such surviving spouse shall inherit the intestate estate in equal shares;
(ii) for the purposes of subsection (1)(c), such surviving spouses shall each inherit a childâs share of the intestate estate or so much of the intestate estate in equal shares as does not exceed in value the amount so fixed as contemplated in this section.â
Section 1 of the Maintenance of Surviving Spouses Act, 1990 (Act No. 27 of 1990) is hereby amended by the insertion after the definition of âsurvivorâ of the following definition:
âMarriageâ shall include an Islamic marriage recognised in terms of the Islamic Marriages Act, 20.. , and shall otherwise include a union recognised as a marriage in accordance with the tenets of any religion.â â,
went on to note a measure of opposition to the proposed amendments from parts of the Muslim community. The opposition was based on the inconsistency between the proposals and the Islamic law of succession, which, as appears from the evidence in the present case, provides that a widow inherits one eighth of her husbandâs estate on intestate succession. At paragraph 3.304 of the report, the
SALRC ânoted and agree[d] with the submission to the effect that the Islamic law of succession should apply, in the case of Muslim persons dying intestate. For the time being, the Commission decided to provide interim relief by broadening the definition of âspouseâ in the Intestate Succession Act, to ameliorate the plight of spouses in Muslim marriages. The Commission, however, agrees that there should be a proper but separate investigation into the recognition and application of the Islamic law of succession within the existing Constitutional framework, thereby providing substantive relief in this regard. Parties are free to leave a will in terms of which their estates will devolve according to Islamic law.â
When I put these considerations to Mr Chaskalson, in particular the further investigation proposed by the SALRC, and questioned whether a wider investigation involving further evidence might not be indicated, he submitted that the position in the present matter was distinguishable. The question here does not involve developing the common law as would be necessary to hold that persons of the same sex can validly be married to each other. Counsel pointed out that men and women married in accordance with Muslim rights are generally accepted in South Africa as spouses, at least in the colloquial, if not always in the statutorily ordained senses of the word. This is undoubtedly so. Nor do the issues raised by paragraphs 1 and 3 of the notice of motion entail deciding whether as a matter of policy the Islamic law of intestate succession should apply to persons who elect to have that system govern the consequences of their marriage (the apparent object of the further investigation recommended by the SALRC). They go rather to whether the words spouse and survivor in the Intestate Succession Act and the Maintenance of Surviving Spouses Act, respectively, are capable of being read in conformity with the Constitution to carry the meanings for which the applicant contends.
I agree that the issue is properly amenable to being defined in the manner contended by applicantâs counsel. I am of the opinion that if the issue is so defined the necessary determination of the interpretation questions will not require a general extension of the notion of who may be a âspouseâ in common law, nor will it involve deciding the meaning of the relevant words in the context of other statutes. On that basis, the evidence is sufficient, in my view, for the Constitutional Court to dispose of the intended appeal, should it agree to hear it. In such circumstances, it would also be interests of justice having regard to time and costs considerations (the winding up of the applicantâs husbandâs apparently simple deceased estate has been delayed for nigh on ten years already) for the matter to be disposed of in the manner sought by the applicant.
Is there a reasonable prospect that the Constitutional Court will reverse or materially alter the judgment if permission to grant the appeal is given?
This court concluded that the word âspouseâ in the context of the two statutes in issue could not properly be construed to include persons party to marriages according to Muslim rites which had not been registered in terms of the Marriage Act. Van Heerden J was mindful of the limits of the principle of reading in conformity. The principle does not permit an unduly strained interpretation of the language used by the legislature. However, inherent in the nature of the limit to the application of the principle is the exercise of determining just where the bounds of linguistic flexibility fall to be drawn. In that context the scope for legitimate difference of judicial opinion will often be very real.
The considerations which weighed particularly with this court in reaching the conclusion that, in the absence of an appropriate deeming or interpretative provision, âspouseâ had to be given âits traditional limited meaningâ were the history of recent amendments to a variety of statutes introducing provisions which expressly accommodated Muslim marriages as marriages for the
purposes of the individual statutes concerned, and also the approach manifested in two judgments of the Constitutional Court in which the interpretation of âspouseâ arose for consideration. (These judgments were National Coalition for Gay and Lesbian Equality & Others v Minister of Home Affairs & Others 2000 (2) SA 1 (CC) and Satchwell v President of the Republic of South Africa & Another 2002 (6) SA 1 (CC). In those matters the question was the extension of the meaning of the word âspouseâ to include parties in permanent same sex partnerships. The context was the provisions of two different statutes, both unrelated to those in issue in this case.)
Van Heerden Jâs reasoning in these respects would find support in the subsequent judgment in Fourieâs case, mentioned earlier, and in the amendments, described above, proposed by the SALRC to the Intestate Succession Act and the Maintenance of Surviving Spouses Act as âa measure of interim reliefâ.
The question in this application is not whether this courtâs approach on the proper interpretation of the words in issue was right or wrong, but rather whether there is a reasonable prospect11 that another court might be persuaded on appeal that the word âspouseâ could be construed contextually as contended on behalf of the applicant. Accordingly, it should be clearly understood that in what follows I should not be mistaken to be in any way signifying disagreement with the relevant part of van Heerden Jâs judgment. The reasoning set out hereafter is merely intended to show why I have concluded that there is a reasonable prospect that another court might in an appeal come to a different conclusion to that reached by this court in respect of the applicantâs right to declaratory relief in terms of paragraphs 1 and 3 of the notice of motion.
Context is a critical criterion in statutory interpretation12. Therefore, it does not necessarily follow that because the legislature has deemed it necessary or desirable in certain statutes to make express provision for the recognition of Muslim marriages for the purposes of those enactments the same considerations necessarily apply in the context of the statutes in issue in this case. I have little doubt, for example, that there could be no valid basis to construe the word âspouseâ in s 35(2)(f) of the Constitution as not including a party to a Muslim marriage, even if the words âor partnerâ were not conjoined thereto. It would be subversive of the policy rationale for the provision to interpret it more restrictively. The apparent policy underlying the relevant provisions of the two statutes under consideration in this case is to promote the welfare and economic self-sufficiency of surviving spouses. The policy arguably also has attendant objectives bearing on more centrally personal rights like the right to human dignity. These considerations might reasonably be considered by the Constitutional Court sufficient to warrant a less restrictive construction of the words than this court considered could properly be accorded.
It is arguable that the recently enacted deeming or interpretative provisions introduced in a number of statutes should be characterised as merely expositionary in character. The purpose of expositionary legislation is not to alter the effect of an existing statutory, but merely to express it more clearly and to put its meaning and effect beyond debate13. That might be held to explain some of the recent statutory amendments to which reference was made in the judgment in the principal application.
I have referred above to the distinction Mr Chaskalson drew between the question posed in the present matter and the issue of whether same sex partners can properly or feasibly be characterised as spouses. His argument does not lack cogency.
In the circumstances, if the Constitutional Court were persuaded to entertain it, I consider that it would be fair to allow that the intended appeal would enjoy a reasonable prospect of success.
For these reasons a certificate (which is partly negative and partly positive) will issue in the terms set out below.
Conditional Leave to appeal to the Supreme Court of Appeal
I raised with Mr Chaskalson whether the applicant would want leave to appeal to the Supreme Court of Appeal in the event that the Constitutional Court refused the application in terms of s 172(2) of the Constitution on grounds other that postulated in this application. Mr Chaskalson said that such an application had not been made because the applicant did not want at this stage to incur the costs of complying with the requirements of the SCA after leave to appeal to that court had been granted. When I pointed out that this court could grant leave to appeal to the SCA conditionally together with a direction that the effectiveness of the order be suspended until after the completion of the intended proceedings before the Constitutional Court14, applicantâs counsel applied orally for such leave on the contingent basis postulated by me. This application was not opposed by Ms Bawa.
Having regard to the narrow basis on which the application for leave to appeal has been brought and the considerations discussed at paragraphs [18]-[22], above, I do not think that it would be appropriate on the papers before me to grant conditional leave to appeal to the SCA at this stage. Dependent on the outcome of the proceedings in the Constitutional Court the applicant may desire leave to appeal to the Full Bench or to the SCA on grounds other than those relied on the present application. To allow for that contingency, I shall give a direction that the applicant shall be permitted, if so advised, to make application to this court for such leave within 15 days of the completion of proceedings in the Constitutional Court.
Orders
Accordingly, the following orders are made:
The applicantâs non-compliance with the time limit prescribed in terms of rule 18(2) of the Rules of the Constitutional Court is provisionally condoned;
A certificate is issued in terms of rule 18(6) of the Rules of the Constitutional Court in the following terms:
Subject to the (negative) opinion expressed in paragraphs [18]-[22] of the accompanying reasons, and if permission to bring the appeal is given, it is certified to be the opinion of this court that it would be in the interests of justice for the intended appeal to be brought directly to the Constitutional Court conditionally on the dismissal by that Court of the application for relevant confirmatory orders in terms of s 172(2) of the Constitution.
Subject to the (negative) opinion expressed in paragraphs [18]-[22] of the accompanying reasons, there is reason to believe that the Constitutional Court may give the applicant leave to appeal conditionally, directly to that Court.
The constitutional matters which are the subject of the intended conditional appeal are matters of substance in respect of which, in the circumstances postulated by the application for this certificate, a ruling by the Constitutional Court is desirable.
The evidence in the proceedings is sufficient to enable the Constitutional Court to deal with and dispose of the matter without having to refer the matter back to this court for further evidence.
There is a reasonable prospect, if permission to bring the appeal is given and the condition upon which it is sought to appeal is satisfied, that the Constitutional Court may reverse this courtâs decision that the applicant was not entitled to relief in terms of paragraphs 1 and 3 of her notice of motion.
3. The applicant is given leave to apply to this court for leave to appeal to the Supreme Court of Appeal or to the Full Bench, if necessary, and if so advised, within 15 days of the completion of the intended proceedings in the Constitutional Court
4. There will be no order as to costs.
A.G. BINNS-WARD
1 The eighth respondent, being the member of the national Cabinet responsible for the Administration of the Intestate Succession Act, 81 of 1987, and the Maintenance of Surviving Spouses Act, 27 of 1990, initially indicated an intention to oppose the application, but subsequently decided to abide the decision of the court.
2 Mistry v Interim Medical and Dental Council of South Africa and Others 1998 (4) SA 1127 (CC) at paras [4]-[7].
3 âNational legislation or the rules of the Constitutional Court must allow a person, when it is in the interests of justice and with leave of the Constitutional Court- (a) to bring a matter directly to the Constitutional Court; or (b) to appeal directly to the Constitutional Court from any other court.â
3 âNational legislation or the rules of the Constitutional Court must allow a person, when it is in the interests of justice and with leave of the Constitutional Court-
(a) to bring a matter directly to the Constitutional Court; or
(b) to appeal directly to the Constitutional Court from any other court.â
4 Cf. s 173 of the Constitution.
5 The first and second respondents abided the decision of this court in respect of the rule 18(2) application.
6 See Khumalo and Others v Holomisa [2002] ZACC 12; 2002 (5) SA 401 (CC) at para [8] and the authority cited in fn 7
7 Section 35(2) and (3) provided: (2)No law which limits any of the rights entrenched in this Chapter, shall be constitutionally invalid solely by reason of the fact that the wording used prima facie exceeds the limits imposed in this Chapter, provided such a law is reasonably capable of a more restricted interpretation which does not exceed such limits, in which event such law shall be construed as having a meaning in accordance with the said more restricted interpretation. (3) In the interpretation of any law and the application and development of the common law and customary law, a court shall have due regard to the spirit, purport and objects of this Chapter.
7 Section 35(2) and (3) provided:
(2)No law which limits any of the rights entrenched in this Chapter, shall be constitutionally invalid solely by reason of the fact that the wording used prima facie exceeds the limits imposed in this Chapter, provided such a law is reasonably capable of a more restricted interpretation which does not exceed such limits, in which event such law shall be construed as having a meaning in accordance with the said more restricted interpretation.
(3) In the interpretation of any law and the application and development of the common law and customary law, a court shall have due regard to the spirit, purport and objects of this Chapter.
8 Cf Investigating Directorate: Serious Economic Offences and Others v Hyundai Motor Distributors (Pty) Ltd and Others: In re Hyundai Motor Distributors (Pty) Ltd v Smit NO and Others [2000] ZACC 12; 2001 (1) SA 545 (CC) at paras [21]-[26]. (The dicta of Langa DP were uttered in respect of the effect of s 39(2) of the 1996 Constitution, but they apply equally in the context of s 35 of the Interim Constitution; cf. Govender v Minister of Safety and Security 2001 (4) SA 273 (SCA) at para [10].)
9 In para [12], at fn 19
10 At para [12]
11 In the sense of that expression as defined in Rex v Ngubane and Others 1945 AD 185 at 187.
12 See e.g. Jaga v Dönges NO and Another; Bhana v Dönges NO 1950 (4) SA 653 (A) at 662G-664H
13 Cf. e.g. National Education Health and Allied Workers Union v University of Cape Town and Others 2003 (3) SA 1 (CC) at para [66]; Patel v Minister of the Interior and Another 1955 (2) SA 485 (A) at 493A-F.
14 That course was followed in Dawoodâs case (cited in para [10], above); see paragraph 3 of the order made in that matter and the reasons for judgment at 1086H-1087A and the other cases referred to there.
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