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South Africa Judgment

North Gauteng High Court, Pretoria

Etsebeth v Minister of Defence and Another (23698/2002) [2009] ZAGPPHC 151 (20 November 2009)

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Source document

01

Holding and result

The court found that the plaintiff's presence in the helicopter was sufficiently connected to his employment as an apprentice mechanic with the SANDF. The flight occurred during working hours, was arranged by his superiors, and involved activities related to his employment, including observing for poachers and gaining exposure to aircraft operations. The court held that the accident arose out of and in the course of his employment, and therefore, section 35(1) of COIDA applied, barring the plaintiff from recovering damages from the defendants. The evidence showed that a claim had been submitted to the Compensation Commissioner, further supporting the application of the statutory bar.

Court disposition

Special plea upheld; plaintiff's claim barred by statute; plaintiff liable for costs.

Orders

  • The defendants' special plea is upheld.
  • The plaintiff is liable for the costs.

02

Material facts

Parties

Gert Hendrik Johannes Etsebeth

Plaintiff

Minister of Defence

Defendant

Chief of the South African Defence Force

Defendant

03

Procedural history

  1. Posture

    Civil Trial / Special Plea

04

Questions and positions

Legal issues

Party arguments

Applicant
The plaintiff argued that he was on a casual, non-duty flight at the time of the accident and was not performing his employment duties. He claimed his presence in the helicopter was merely for enjoyment and not connected to his work responsibilities. He denied knowledge of any claim submitted to the Compensation Commissioner under COIDA.
Respondent
The defendants contended that the plaintiff was aboard the helicopter in the course of his employment as an apprentice aircraft mechanic with the SANDF. They argued that his presence was work-related, as he was gaining exposure to aircraft operations and assisting as a spotter for poachers. They relied on section 35(1) of COIDA to assert that the plaintiff was barred from claiming damages, as the injury arose out of and in the course of his employment.

05

Court’s reasoning

  1. 01

    Compensation for Occupational Injuries and Diseases Act No 130 of 1993

    An accident arises out of and in the course of employment if the employee's presence and activities are sufficiently connected to their employment, not limited to strict performance of duties.

  2. 02

    Compensation for Occupational Injuries and Diseases Act No 130 of 1993

    Section 35(1) of COIDA bars civil claims for damages against an employer where the injury results from an occupational accident arising out of and in the course of employment.

06

Ratio, limits and disposition

Ratio decidendi

The court found that the plaintiff's presence in the helicopter was sufficiently connected to his employment as an apprentice mechanic with the SANDF. The flight occurred during working hours, was arranged by his superiors, and involved activities related to his employment, including observing for poachers and gaining exposure to aircraft operations. The court held that the accident arose out of and in the course of his employment, and therefore, section 35(1) of COIDA applied, barring the plaintiff from recovering damages from the defendants. The evidence showed that a claim had been submitted to the Compensation Commissioner, further supporting the application of the statutory bar.

Obiter and limits

  • The word 'employment' in COIDA has a broader meaning than 'duties', encompassing activities connected to the employment even if not strictly within the employee's job description.
  • The fact that the plaintiff did not have a notebook or binoculars during the flight was immaterial to the determination of whether the accident arose out of his employment.

Court disposition

Special plea upheld; plaintiff's claim barred by statute; plaintiff liable for costs.

  • The defendants' special plea is upheld.
  • The plaintiff is liable for the costs.

Source and reliance status

North Gauteng High Court, Pretoria

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Judgment text

The complete available source text.

Source document

North Gauteng High Court, Pretoria

Judgment

[2009] ZAGPPHC 151

IN

THE HIGH COURT OF SOUTH AFRICA

(NORTH GAUTENG HIGH COURT, PRETORIA)

UNREPORTABLE

DATE: 20/11/2009

CASE NO: 23698/2002

In the matter between:

GERT

HENDRIK JOHANNES ETSEBETH Plaintiff

And

MINISTER

OF DEFENCE First Defendant

CHIEF OF THE SOUTH AFRICAN DEFENCE FORCE Second Respondent

______________

JUDGMENT

LEDWABA, J

[1] The plaintiff is claiming a substantial amount of money as damages from the defendants as a result of the negligent conduct of the personnel of the second defendant.

[2] Defendants’ filed a special plea to the plaintiff’s claim stating the following:

“…, the plaintiff was a permanent member of the South African National Defence Force and was aboard the Alouette III 616 helicopter (“helicopter”) in the course of his employment with the South African National Defence Force. In the premises, and in terms of Section 35(1) of the Compensation for Occupational Injuries and Diseases Act No 130 of 1993, the Plaintiff is barred from recovering any damages from the Defendants in respect of any occupational injury resulting in the Plaintiff’s disablement.”

[3] As per the agreement of the parties, the court ruled that the special plea would be dealt with and the other remaining issues be stayed. More particularly, the parties wanted the court to adjudicate on the following issues:

3.1 Did the accident on which the plaintiff’s claim is based, arise out of and in the course and scope of his employment with the SANDF?

3.2 Is the plaintiff’s claim accordingly affected by the provisions of section 35 of the Compensation for Occupational Injuries Disease Act No 130 of 1993 (COIDA) as alleged in the defendant’s special plea?

[4] The defendants’ accepted that they bore the onus of proof and the duty to begin on the aforesaid issues. The defendant called one witness warrant officer Michael Bottom (Mr. Bottom), to testify and they closed their case. The plaintiff testified and closed his case.

[5] The evidence of Mr. Bottom relevant to the special plea can be summarised as follows:

5.1 On 2 September 1999 he was a passenger in the helicopter mentioned in the defendant’s plea, as flight engineer together with the plaintiff. Plaintiff was an apprentice aircraft mechanic. The trip was discussed with warrant officer Badenhorst, one of the plaintiff’s seniors, a day before it was undertaken.

The plaintiff was also a co-observer for poachers in the flight.

5.2 He said by further exposing the plaintiff to a flying helicopter, the plaintiff would gain the experience which could assist him to determine if he wished to pursue being an aircraft engineer as a career.

5.3 Mr. Bottom testified that, according to him the plaintiff’s presence in the flight was part of his duties. He denied that the plaintiff was on a jolly ride. He also mentioned that when civilians participated in casual flights, they normally filled in indemnity forms. However, in this instance the plaintiff did not complete same. He further said that whilst the plaintiff was in the helicopter he could operate the microphone.

5.4 He also stated that if the plaintiff did not want to take the flight he could stay behind and continue with his normal duties.

[6] The plaintiff’s evidence can be summarised as follows:

6.1 He said his duties involved cleaning, refilling, greasing, oiling aeroplanes and helicopters on the ground.

6.2 On 2nd September 1999 he was in the helicopter as a ‘flip’ mechanic, that is, he was just on a jolly ride and was not on duty. He stated that he was informed that they would also observe the poachers and safety briefing were made before the helicopter took off, however, he cannot remember if he was shown technical operations. He further said had a headset which was switched off.

6.3 Regarding a claim to the Commissioner in terms of COIDA, he said he knew nothing about it.

6.4 Under cross-examination he conceded that if he was not an employee of the SANDF he would not have the privilege to be in the helicopter.

[7] It is common cause that the plaintiff was employed as an apprentice mechanic by the second defendant at the time when the helicopter was involved in the accident. However, the plaintiff contends that he was on a jolly ride when the accident occurred.

[8] Mr. Bottom explained that in involving the plaintiff in the trip, he wanted to give him exposure to a helicopter maybe he would develop an interest in becoming a flight engineer. The plaintiff said he was given a safety briefing by Mr. Bottom and he cannot remember if technical operations were shown to him.

[9] The plaintiff further said he knew that he was going to assist as a spotter for poachers.

[10] The trip was taken during working hours and the trip was also arranged or organised by the plaintiff’s seniors for work related matters. The crew in the flight was not on a frolic and I do not think that they would just allow the plaintiff to have a jolly ride during working hours whilst they had to perform some duties.

[11] The issue herein is not to determine if the accident occurred when the plaintiff was strictly performing his duties or not. The word accident in the Act is defined as follows:

“’accident’ means an accident arising out of and in the course an employee’s employment and resulting in personal injury, illness or the death of the employee.”

[12] Section 35(1) of COIDA reads as follows:

“35. Substitution of compensation for other legal remedies

1) No action shall lie by an employee or any dependant of an employee for recovery of damages in respect of any occupational injury or disease resulting in the disablement or death of such employee against such employee's employer, and no liability for compensation on the part of such employer shall arise save under the provisions of this Act in respect of such disablement or death.”

[13] COIDA does not state that it should be in the course of employees ‘duties’ but employment. The word employment has, in my view, broader meaning than the word duties.

[14] The plaintiff’s presence in the flight was, in my view, connected with his employment. The fact that he did not have a note book or binoculars is in my view, material.

[15] Even though the plaintiff testified that he knew that he did not know if a claim was submitted to the Compensation Commission, on the documents referred to in court, I am satisfied that such a claim was submitted.

[16] On the evidence and information available the accident on which the plaintiff’s claim is based arose out of and in the course and scope of his employment with the SANDF.

[17] I therefore, make the following order:

(i) The defendant’s special plea is upheld.

(ii) The plaintiff is liable for the costs.

A. P. LEDWABA

JUDGE OF THE HIGH

COURT

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Authorities

Authorities used by the court

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

Compensation for Occupational Injuries and Diseases Act No 130 of 1993

Legislation

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