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South Africa Judgment

South Gauteng High Court, Johannesburg

Human v RAF (24720/2013) [2014] ZAGPJHC 441 (17 March 2014)

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Professional case brief

Research organized from the available case record

Source document

01

Holding and result

The court found that the plaintiff was sympathetically employed by her son, with no formal employment contract, and her work was informal in nature. Medical evidence established that she suffered from pre-existing cervical spondylosis, which contributed significantly to her inability to work after the accident. The court accepted the defendant's expert opinion that, giving the plaintiff the benefit of the doubt, her retirement age should be set at 62½ years, rather than 65. The court apportioned the loss of income accordingly and determined the total loss to be R253,500. The order was made in terms of the draft order reflecting this calculation.

Court disposition

Plaintiff awarded damages for loss of earnings calculated up to retirement age of 62½ years.

Orders

  • Defendant is ordered to pay the plaintiff R253,500 for loss of earnings.
  • Order is granted in terms of the draft order.

02

Material facts

Parties

KM Human

Plaintiff Counsel: Thea Londman

RAF

Defendant Counsel: Themba Malandela

Amounts and remedies

  • Total Loss of Income: ZAR 253,500

03

Procedural history

  1. Posture

    Civil Trial / Judgment

04

Questions and positions

Legal issues

Party arguments

Applicant
The plaintiff argued that she intended to retire at age 65, as agreed with her son, and that she was capable of working until then. She claimed her health was good prior to the accident and that she was unable to work afterwards due to injuries sustained. She asserted that her employment, though informal and sympathetic, was genuine and her loss of earnings should be calculated up to age 65.
Respondent
The defendant contended that the plaintiff was sympathetically employed by her son, with no formal contract, and that her pre-existing medical conditions, particularly cervical spondylosis, would have limited her ability to work regardless of the accident. The defendant's expert opined that retirement would likely have occurred between ages 62 and 63, and that a substantial portion of her symptoms were attributable to age-related degeneration.

05

Court’s reasoning

  1. 01

    General principles of delictual damages

    Where a plaintiff suffers loss of earnings due to injury, the retirement age must be determined on the facts, including employment history, nature of employment, and medical condition.

  2. 02

    General principles of apportionment in delict

    Pre-existing medical conditions must be considered in apportioning damages for loss of earnings, and only the portion attributable to the accident is recoverable.

  3. 03

    Expert reports: Dr Kellerman, Ms Garner, Dr Gantz

    Expert evidence from industrial psychologists and medical practitioners is relevant in determining retirement age and the impact of injuries.

06

Ratio, limits and disposition

Ratio decidendi

The court found that the plaintiff was sympathetically employed by her son, with no formal employment contract, and her work was informal in nature. Medical evidence established that she suffered from pre-existing cervical spondylosis, which contributed significantly to her inability to work after the accident. The court accepted the defendant's expert opinion that, giving the plaintiff the benefit of the doubt, her retirement age should be set at 62½ years, rather than 65. The court apportioned the loss of income accordingly and determined the total loss to be R253,500. The order was made in terms of the draft order reflecting this calculation.

Obiter and limits

  • The absence of evidence from the plaintiff's son, who was her employer, limited the court's ability to assess the likelihood of continued employment beyond the pensionable age.
  • Where employment is sympathetic and informal, the determination of retirement age is inherently uncertain and must be approached with caution.

Court disposition

Plaintiff awarded damages for loss of earnings calculated up to retirement age of 62½ years.

  • Defendant is ordered to pay the plaintiff R253,500 for loss of earnings.
  • Order is granted in terms of the draft order.

Source and reliance status

South Gauteng High Court, Johannesburg

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Judgment reading view

Judgment text

The complete available source text.

Source document

South Gauteng High Court, Johannesburg

Judgment

[2014] ZAGPJHC 441

REPUBLIC OF SOUTH

AFRICA

IN THE HIGH COURT

OF SOUTH AFRICA

GAUTENG LOCAL DIVISION, JOHANNESBURG

CASE NO: 24720/2013

DATE: 17 SEPTEMBER 2014

In the matter between

KM HUMAN................................................................................................................................Plaintiff

And

RAF............................................................................................................................................Defendant

J U D G M E N T

WEINER J:

INTRODUCTION

[1] The plaintiff has sued the defendant in respect of a road accident that occurred on the date of 16 February 2011, when the plaintiff was injured. Her injuries consist of the following: a head injury with loss of consciousness, facial injury, lower back injury, left knee lateral tibial plateau fracture and a left foot small toe un-displaced fracture.

ISSUE

IN DISPUTE

[2] The issue to be decided is what the retirement age of the plaintiff would have been. The plaintiff gave evidence that she had worked for her son since 2009 doing office work. She was earning R3 800.00 in 2009 and at the time of the accident, R5 000.00.

[3] She had intended to retire at age 65 and her son agreed. I must note that her son did not give evidence and perhaps his evidence would have assisted this court in some way. The plaintiff was divorced in 1994 and from approximately 1996 to 2007 she lived with a man (her partner) and according to her, ran his business until he passed away in 2007. She submits that he supported her. She says before the accident her health was fine and after it she tried to work, but could not.

[4] There was no employment contract with her son according to the plaintiff and she was paid in cash. She says her duties were answering the phone, taking orders, filing et cetera and that she assisted her daughter-in-law in this regard. She was not responsible for running the office. She admitted that she was given this job by her son, because she needed a job and needed to earn money. It also appears to be common cause that the plaintiff was not an ambitious employee at any part of her life.

[5] From about 1990 to 2009, other than helping her partner run his business, she did not have formal employment. She was unemployed until she began working for her son in 2009. It seems clear that she was sympathetically employed by her son. She made certain remarks to the medical experts that her work consisted of ‘pouring coke for her daughter-in-law the whole day’

[6] The information that she gave to the medical experts is that since she has been unable to work, her son has been taking care of her and has given her accommodation, food and covered her medical aid. She was being supported financially by her son. It is clear that the plaintiff cannot work since the accident.

PLAINTIFF’S

RETIREMENT AGE

[7] The two industrial physiologists in this matter, Dr Kellerman (plaintiff’s expert) and Ms Garner (defendant’s expert) have differing opinions in this regard. Dr Kellerman says that it is the norm to retire at 65 from informal employment such as that of the plaintiff. In regard to pre-existing medical conditions, there is reference in the report to Dr Gantz, the defendant’s orthopaedic surgeon who examined her. Her examination revealed local tenderness and limitation in neck mobility. The x-rays showed advanced degenerative changes and cervical spondylosis. Considering that it takes years for such changes to become apparent on X-rays, it is reasonable to assume that they were already present by the time of the accident and that part of her present condition is age-related and caused by this pre-existing condition.

[8] It is therefore fair to apportion the reasons for her present symptoms to both the pre-existing cervical spondylosis, and the accident. In Dr Gantz’s opinion, the percentage would be 60/40 respectively.

[9] Ms Garner states that it remains unclear if the plaintiff would have continued to work passed her pensionable age of 60. Giving the plaintiff the benefit of the doubt, Ms Garner cannot object to the view that she would have worked up to around age 62 to 63. Although, the plaintiff criticizes this view, where a person is sympathetically employed and not in formal employment, it will always remain unclear if she would have continued to work past her pensionable age of 60 and/or until the age of 65.

[10] In addition, the pre-existing medical condition contributed to a substantial degree to her symptoms. She was in pain and discomfort and it appears that the pre-existing cervical spondylosis contributed to that. She would therefore probably have been compelled to give up work earlier than 65.

[11] Taking all of the above into account, as well as the fact that she was sympathetically employed, and being financially supported by her son, her retirement age be as would the defendant’s industrial psychologist, Ms Garner, opined i.e. between 62 and 63 years old.

[12] Giving the plaintiff the benefit of the doubt, as the defendant’s industrial psychologist has done, the court is of the view that the retirement age of 62½ is just in the circumstances. Therefore, the total loss of income would be R253 500

[13] An order is accordingly made in terms of the draft order.

S

WEINER

JUDGE

OF THE HIGH COURT OF

SOUTH AFRICA (GLD)

Appearances

For the Plaintiff: Advocate Thea Londman

Instructed by: Leon JJ van Rensburg

For the Respondent: Advocate Themba Malandela

Instructed by: Nozuko Nxusani Inc.

Date of hearing: 17 September 2014

Date of Judgment: 17 September 2014

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