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South Africa Judgment

Eastern Cape High Court, Port Elizabeth

Dorfling v Dorfling (3197/2005) [2011] ZAECPEHC 6 (8 March 2011)

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01

Holding and result

The court found that the defendant is in need of a contribution towards her litigation costs and that the plaintiff, despite limited means, is able to afford a reduced contribution. The evidence did not support the full amount claimed by the defendant, as her suspicions regarding the plaintiff's assets were not substantiated. The court determined that the plaintiff's available funds, including his bank balance and pension, justified a contribution of R10,000.00, which is reasonable in the circumstances. The costs of the application are to be costs in the cause.

Court disposition

Application granted in part; plaintiff ordered to pay a reduced contribution towards defendant's costs.

Orders

  • Plaintiff is ordered to pay the defendant a contribution of R10,000.00 towards her legal costs in the divorce litigation.
  • The amount must be paid to the defendant no later than 30 April 2011.
  • The costs of this application shall be costs in the cause.

02

Material facts

Parties

Stephanus George Dorfling

Plaintiff Counsel: Adv O Ronaasen SC

Hester Aletta Dorfling (born Jacobs)

Defendant Counsel: Adv A Moorhouse

Amounts and remedies

  • Plaintiff's Monthly Pension: ZAR 7,068.56
  • Plaintiff's Monthly Maintenance Contribution to Defendant: ZAR 2,250
  • Plaintiff's House Value: ZAR 850,000
  • Plaintiff's Furniture and Household Movables Value: ZAR 22,676.61
  • Plaintiff's Money Market Account Interest: ZAR 199.74
  • Plaintiff's Monthly Expenses: ZAR 8,952.2
  • Plaintiff's Overdraft Facility: ZAR 30,000
  • Plaintiff's Money Market Account Balance: ZAR 20,000
  • Plaintiff's Monthly Debit Balance (loss): ZAR 1,763.9
  • Plaintiff's Attorney Fees Owed: ZAR 27,171.38
  • Contribution Ordered to Defendant's Costs: ZAR 10,000

03

Procedural history

  1. Posture

    Rule 43 Application / Application for Contribution Towards Costs Pending Divorce Action

04

Questions and positions

Legal issues

Party arguments

Applicant
The defendant contends that she is unemployed, has no income except for the maintenance received from the plaintiff, and requires a contribution towards her legal costs to adequately present her case in the divorce action. She argues that the plaintiff has access to assets, including an overdraft facility and savings, which enable him to afford the contribution sought. She maintains that the plaintiff can utilize these resources to assist with her legal expenses and that the duty of support between spouses justifies her claim.
Respondent
The plaintiff denies the ability to pay the amount claimed, stating he is a pensioner with limited income and monthly expenses exceeding his income. He owes his attorneys a substantial amount and argues that the defendant cannot expect to litigate on the same scale as himself, especially given her choice of more senior legal representation. He submits that the application should be dismissed with costs on an attorney and client scale.

05

Court’s reasoning

  1. 01

    Nicholson v Nicholson 1998 (1) SA 48 (WLD)

    In applications for contribution towards costs in matrimonial actions, the applicant is entitled to be placed in a position to adequately present her case if the respondent has the means and she does not. The scale of litigation and the respondent's financial position are relevant factors.

  2. 02

    Glazer v Glazer 1959 (3) SA 928 (WLD)

    Prima facie, when an amount is given as a contribution to costs, it refers to party and party costs unless otherwise stated.

  3. 03

    General principle; Roman-Dutch law

    The claim for contribution towards costs in a matrimonial suit is sui generis, originating from Roman-Dutch law, and is based on the duty of support owed between spouses, with need and ability as the main considerations.

06

Ratio, limits and disposition

Ratio decidendi

The court found that the defendant is in need of a contribution towards her litigation costs and that the plaintiff, despite limited means, is able to afford a reduced contribution. The evidence did not support the full amount claimed by the defendant, as her suspicions regarding the plaintiff's assets were not substantiated. The court determined that the plaintiff's available funds, including his bank balance and pension, justified a contribution of R10,000.00, which is reasonable in the circumstances. The costs of the application are to be costs in the cause.

Obiter and limits

  • A suspicion regarding a litigant's assets cannot form the basis for imposing a substantial financial obligation without proof of ability to pay.
  • It is not the practice in Rule 43 applications to provide detailed reasons for the quantum of relief granted.

Court disposition

Application granted in part; plaintiff ordered to pay a reduced contribution towards defendant's costs.

  • Plaintiff is ordered to pay the defendant a contribution of R10,000.00 towards her legal costs in the divorce litigation.
  • The amount must be paid to the defendant no later than 30 April 2011.
  • The costs of this application shall be costs in the cause.

Source and reliance status

Eastern Cape High Court, Port Elizabeth

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Judgment reading view

Judgment text

The complete available source text.

Source document

Eastern Cape High Court, Port Elizabeth

Judgment

[2011] ZAECPEHC 6

IN THE HIGH COURT OF SOUTH AFRICA

(EASTERN CAPE – PORT ELIZABETH)

Case No.: 3197/2005 Date heard: 25 January 2011 Date delivered: 8 March 2011 In the matter between:

STEPHANUS

GEORGE DORFLING Plaintiff and

HESTER ALETTA DORFLING (born JACOBS) Defendant

J U D G M E N T

TSHIKI, J:

I shall refer to the parties herein as they are referred to in the main action.

This is an application brought by the defendant in terms of Rule 43 for an order in the following terms:

[2.1] That the plaintiff make a contribution of R70,000.00 towards the defendant’s costs in their divorce action.

[2.2] That the plaintiff be directed to pay defendant a further contribution of her legal costs of the main action in the amount of R17,500.00 per day in respect of each additional day the main action runs.

[2.3] That the plaintiff be directed to pay the costs of this application, alternatively that the costs thereof be costs in the main action.

[2.4] That the defendant be granted alternative relief.

Plaintiff is a pensioner and receives a monthly pension of R7,068.56. From that amount plaintiff contributes monthly a sum of R2,250.00 towards the maintenance of the defendant. Defendant is not employed and has no income except for the sum of R2,250.00 she receives as maintenance from the plaintiff. Plaintiff’s assets are mainly immovable property, a house worth R850,000.00 in which defendant is living, furniture and other household movables worth about R22,676.61. In addition to the pension amount plaintiff earns interest of R199.74 from his Money Market account with ABSA. His monthly expenses amount to R8,952.20. He has an overdraft facility of R30,000.00 in his bank account with ABSA. According to his income and expenditure account he has a monthly debit balance which is a loss in the sum of R1,763.90. In his Money Market account with ABSA bank plaintiff has an amount of

R20,000.00 to his credit. Defendant is unable to explain how plaintiff will be able to afford the amount she is claiming as contribution towards costs except for what she says that plaintiff enjoys an overdraft facility in the sum of R30,000.00 in his Gold Cheque account with ABSA. Defendant suspects that plaintiff must be secured by investments or assets that plaintiff owns. Defendant

contends that plaintiff can utilise this facility to contribute towards her legal expenses. According to defendant plaintiff

supplements the cheque account from one of his two savings accounts he has with ABSA and that plaintiff receives a regular monthly

payment of at least R7,000.00. I am tempted to believe, though it is not clear from the evidence, that the R7,000.00 referred to is the pension he receives monthly. Defendant’s further contention is that plaintiff is able to afford his legal costs incurred for the divorce action.

Plaintiff denies that he can afford the amount claimed by the defendant and that he currently owes his attorneys of record an amount of R27,171.38 in respect of services rendered in the present matter. In this regard he annexes an invoice as proof. Plaintiff contends that defendant cannot seek to be able to litigate on the same basis as himself, especially if one has regard to the fact that she has obtained the services of an attorney and advocate with far greater seniority in comparison to the attorney and advocate employed by him. He prays that the application be dismissed with costs on the scale as between attorney and client.

In an application of this nature the applicant (defendant) is entitled, if respondent (plaintiff) has the means and she does not have them, to be placed in the position adequately to present her case, relevant factors being the scale on which the respondent (plaintiff) is litigating and the scale on which the applicant (defendant) intends litigating. This all depends on the respondent’s financial position as well as what is reasonable having regard to what is involved in the case. [Nicholson v Nicholson 1998 (1) SA 48 (WLD).]

In my view, unless otherwise specifically stated, prima facie when an amount is given as a contribution to costs, that means party and party costs. [Glazer v Glazer 1959 (3) SA 928 (WLD).]

If one has regard to the facts of this case, the parties’ income and expenditure as well as the surrounding circumstances, it is not clear to me how the defendant arrives at the amount she has claimed. The assets of the plaintiff are those listed in the papers. However, according to the defendant there is a suspicion that the plaintiff has some assets or investments which assist plaintiff to secure his overdraft facility of R30,000.00 which is available to him. A suspicion in my view cannot be a basis for saddling a litigant with an obligation to pay a huge amount of money without proof that in fact he will afford such amount. It could be that the bank has afforded the plaintiff the overdraft facility on the basis of the R20,000.00 in his bank

account together with the monthly pension which is sure to be deposited into his account. Any other suggestion on how he maintains

his overdraft facility would be a dangerous speculation.

The parties here are married out of community of property and that the defendant has filed a counterclaim in the main action. Defendant has filed a counterclaim for her share in the estate on the basis that she had, throughout the marriage, contributed towards the plaintiff’s increased estate. However, the claim for a contribution towards costs in a matrimonial suit is sui generis. It has its origin in Roman-Dutch procedure and has been sanctioned through many decades in our own practice. The basis of such claim is the duty of support which the spouses owe each other and the main consideration for liability in the duty of support is need and ability.

Notwithstanding what I have said above the fact that the plaintiff has a sum of R20,000.00 in his bank account, in addition to his monthly pension and the defendant has no other income other than the contribution of R2,200.00 by plaintiff, is an indication that defendant is in need of the contribution towards litigation costs and that the plaintiff is able to afford to make some contribution albeit far less than what is claimed by the defendant.

It is not the practice in Rule 43 applications to give detailed reasons for arriving at the quantum of relief granted to an applicant and I shall simply say that in watering down the defendant’s claim I have eliminated a considerable amount. I am of the view that the plaintiff can afford to contribute a total amount of R10,000.00 towards the total costs incurred or to be incurred by the defendant in the divorce litigation. Such amount should be paid to the defendant not later than the 30th of April 2011. The costs of this application shall be costs in the cause. It is so ordered.

_____

P.W. TSHIKI

JUDGE OF THE HIGH COURT

Appearances:

For plaintiff: Adv O Ronaasen SC instructed by Roelofse Meyer Inc of Port Elizabeth

For defendant: Adv A Moorhouse instructed by Kaplan Blumberg of Port Elizabeth

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Authorities

Authorities used by the court

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

Nicholson v Nicholson 1998 (1) SA 48 (WLD)

Case cited

Glazer v Glazer 1959 (3) SA 928 (WLD)

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