J V V v J V V (58485/2008) [2009] ZAGPPHC 82 (29 May 2009)
- Citation
- [2009] ZAGPPHC 82
- Status
- Judgment
- Jurisdiction
- South Africa
- Court
- North Gauteng High Court, Pretoria
- Panel
- N M Mavundla
- Case number
- 58485/2008
More details
- Court
- North Gauteng High Court, Pretoria
- Panel
- N M Mavundla
- Case number
- 58485/2008
On this page
Professional case brief
Research organized from the available case record
01
Holding and result
The court found that the respondent failed to provide sufficient evidence to rebut the applicant's claims regarding his financial means and that the evidence presented indicated he is a man of substance capable of affording the maintenance and costs sought. The applicant demonstrated a shortfall in her monthly expenses and justified the need for pendente lite maintenance, reasonable medical costs, and a contribution towards legal costs. The court held that the applicant is not entitled to everything she wants, but only what she needs, and adjusted the amounts claimed to reflect a fair and equitable outcome. The court also found that the circumstances justified a departure from the limitations prescribed in Rule 43(7) and Rule 43(8).
Court disposition
Application granted in part; pendente lite maintenance, medical costs, and contribution towards legal costs awarded; costs order made with exception for supplementary affidavit costs.
Orders
- The respondent must pay the applicant R25,000 per month as pendente lite maintenance.
- The respondent must pay the applicant's reasonable and necessary medical costs.
- The respondent must pay a contribution of R35,000 towards the applicant's legal costs.
- The respondent must pay the costs of this application on a party and party scale, except for costs occasioned by the applicant's supplementary affidavit.
- Departure from the limitation prescribed in Rule 43(7) and Rule 43(8) of the Uniform Court Rules is granted.
02
Material facts
Parties
M I J V V
Applicant Counsel: Adv J G W BassonA J J V V
Respondent Counsel: Adv G T AvvakoumidesAmounts and remedies
- Monthly Pendente Lite Maintenance Awarded: ZAR 25,000
- Contribution Towards Legal Costs Awarded: ZAR 35,000
03
Procedural history
Posture
Urgent Application / Rule 43 Pendente Lite Maintenance and Costs Application
04
Questions and positions
Legal issues
- 01
Whether the applicant is entitled to pendente lite maintenance from the respondent.
- 02
Whether the applicant is entitled to a contribution towards legal costs.
- 03
Whether the respondent should pay the applicant's reasonable medical expenses.
- 04
Whether there should be a departure from the limitations prescribed in Rule 43(7) and Rule 43(8) of the Uniform Court Rules.
Party arguments
- Applicant
- The applicant contended that she has insufficient means to maintain her standard of living and requires pendente lite maintenance of R40,000 per month, R10,000 for furniture or transportation thereof, reasonable medical costs, and a R50,000 contribution towards legal costs. She argued that the respondent is a man of substantial means, with assets and income far exceeding her own, and that he can afford the amounts claimed. She detailed her monthly expenses and shortfall, and asserted that the respondent's financial disclosures were inadequate.
- Respondent
- The respondent denied the accuracy of the applicant's claims regarding his estate and income, asserting that the assets and funds reflected in the applicant's annexures belong to various trusts and not to him personally. He admitted to providing well for his daughters and owning valuable assets but disputed the figures. He argued that the applicant is not entitled to the amounts claimed and that any investigation into his finances would require forensic analysis of the trusts. He opposed the quantum of maintenance and costs sought.
05
Court’s reasoning
Legal principles
- 01
Levin v Levin 1962 (2) SA 330 (W) 331D
The respondent must provide sufficient evidence to rebut the applicant's averments regarding his financial means; failure to do so entitles the court to infer substantial means.
- 02
Grauman v Grauman 1984 (3) SA 447 at 379E; Greling v Greling 1959 (3) SA 967
The applicant is entitled to a pendente lite order based on the living standard of the parties and must show insufficient means and that the respondent can afford the amounts sought.
- 03
Senior v Senior 1999 (4) SA 955 (W) at 961H; Glazer v Glazer 1959 (3) SA 928 (W) at 932A
The essential principle in determining contribution towards costs is that the applicant should be placed in a position adequately to present her case, but is not entitled to unlimited spending; adequacy depends on the nature of the litigation and the husband's financial position.
- 04
Dodo v Dodo 1990 (2) SA 77 (W) at 98F; Nicholson v Nicholson 1998 (1) SA 48 (W) at 51I
Not all costs are payable by the respondent; only a substantial contribution towards costs is required to enable the applicant to prepare her case.
- 05
Greenspan v Greenspan 2000 (2) SA 283 at 288A-B
Parties in Rule 43 applications are discouraged from filing prolix affidavits, including supplementary affidavits, without leave of the court.
06
Ratio, limits and disposition
Ratio decidendi
The court found that the respondent failed to provide sufficient evidence to rebut the applicant's claims regarding his financial means and that the evidence presented indicated he is a man of substance capable of affording the maintenance and costs sought. The applicant demonstrated a shortfall in her monthly expenses and justified the need for pendente lite maintenance, reasonable medical costs, and a contribution towards legal costs. The court held that the applicant is not entitled to everything she wants, but only what she needs, and adjusted the amounts claimed to reflect a fair and equitable outcome. The court also found that the circumstances justified a departure from the limitations prescribed in Rule 43(7) and Rule 43(8).
Obiter and limits
- The applicant cannot expect to maintain the same luxurious lifestyle she enjoyed during the marriage after separation; she must adjust to changed circumstances.
- The respondent's association with various trusts does not absolve him from disclosing his true financial position to the court.
- Filing supplementary affidavits without leave is generally discouraged in Rule 43 applications, but in this case, the applicant was substantially successful and not penalized for costs.
Court disposition
Application granted in part; pendente lite maintenance, medical costs, and contribution towards legal costs awarded; costs order made with exception for supplementary affidavit costs.
- The respondent must pay the applicant R25,000 per month as pendente lite maintenance.
- The respondent must pay the applicant's reasonable and necessary medical costs.
- The respondent must pay a contribution of R35,000 towards the applicant's legal costs.
- The respondent must pay the costs of this application on a party and party scale, except for costs occasioned by the applicant's supplementary affidavit.
- Departure from the limitation prescribed in Rule 43(7) and Rule 43(8) of the Uniform Court Rules is granted.
Source and reliance status
North Gauteng High Court, Pretoria
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.
North Gauteng High Court, Pretoria
Judgment
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 COURT OF SOUTH AFRICA
(NORTH GAUTENG HIGH COURT, PRETORIA)
Date: 29/05/2009
CASE NO. 58485/2008
UNREPORTABLE
In the matter between:
M
I J V V
APPLICANT
And
A
J J V V
RESPONDENT
JUDGMENT
MAVUNDLA J,
[1] The applicant seeks a pendete lite order against the respondent, in the following terms:
“1. Payment of an amount of R40 000. 00 for the maintenance
of the applicant;
Payment of an amount of R10 000, 00, alternatively transportation of the return of the plaintiff’s furnisher from Bloubergsrand in Cape Town to Pretoria;
Reasonable and fair medical costs;
Contribution towards cost in the amount of R50 000. 00;
Departure from the provisions of Rule 43(7) and Rule 43 (8) of the Uniform Court Rules of this Court.
[2] The application was initially brought by way of urgency on 18 December 2008. However it was struck off the roll for lack of urgency and there was no costs order made. On the 7 May 2009 the matter was postponed to 25 May 2009, on which last mentioned date it appeared before me and I reserved my judgment.
[3] The applicant is 48 years of age. She describes herself as a suspended council member in the Kungwini City Council and a member of the Democratic Alliance Party. She receives an honorarium in the amount of R8 968. 50 per month. She also receives from Metsweding district Municipality an honorarium in the amount of R1 551. 37 per month. The total amount of the honorarium is R10 519. 87 per month. The respondent revealed that the applicant has a BCom and Bsc degrees in genetic.
[4] The respondent is a medical practitioner and a businessman whose estate according to the applicant, in 2006 was about R30 million. The applicant has attached to her papers annexure JVV1, a statement of assets and liabilities of the respondent as on 31 October 2006 to be about R31million. She has further averred that respondent has sold a hospital in Benoni which belonged to one of his companies for an amount of R24 million.
[5] The respondent denies that JVV1 is a true reflection of the value neither of his estate nor of his income. He further says that the moneys reflected in this annexure is money belonging to various trusts whose portfolios are listed under his name but the moneys are not his. The respondent, in respect of the R24 million, denies these allegations and further says that the information pertaining thereto is not necessary for purposes of this matter.
[6] What is significant is that the respondent has however not placed any evidence reflecting his true financial means. However, that the respondent is not a man of straw, but of substance can be gleaned from various admissions, although he denies the figures. The applicant avers that he is paying an amount of R17 000. 00 per month for the house at Bully Bunion in Silverlakes; an amount of R15 000. 00 per month for a house in Bloubergstrand in Cape town; he pays toward the maintenance of his daughters an amount of R24 000. 00 per month. She further says that he drives Range Rover costing about R1 million. She further avers that the respondent has an investment at ABSA in his name amounting to R14 million and in this regard she has attached annexure “JVV2”
which is a consolidated statement of the respondent. She further avers that the respondent purchased a R2 million house whereafter he moved to another house he rented for an amount of R17 000.
00. She further says that they have a house in Silverlakes which is R15million.
[7] The respondent admits that he has proceeded to purchase a big house. He does not, however, disclose the amount he expended towards the purchase thereof nor what the value thereof is. Save for denying the amounts alleged by the applicant, the respondent admits that he is providing well for his daughters, he says in fact that he is paying R25 000. 00 per month for them over and above their education. He however, he fails to take the court into his confidence and disclose the amounts he is expending in towards the daughters. It needs noted that all the daughters are at tertiary studying senior degrees. The respondent admits that he is driving a Range Rover motor vehicle. He conveniently remains silent about its costs.
[8] In my view, it is not enough for the respondent to merely put in dispute the amounts it is alleged he is worth. The respondent must go an extra mile and place before the court, evidence that gainsays the averments made by the applicant with regard to the figures she has disclosed. If he does not do so, the court, in my view, is entitled to infer from the evidence at hand that the respondent is indeed a man of substance and can afford; vide Levin v Levin 1962 (2) SA 330 (W) 331D.
[9] The applicant is entitled to a pendente lite order depending on the living standard of the parties, vide; Grauman v Grauman 1984 (3) SA 447 at 379E. In applications of this nature, the applicant must show that she has insufficient means, vide Greling v Greling 1959 (3) SA 967. She must also show that the respondent can afford to meet the amounts she seeks from the respondent.
[10] In the circumstances of this case, I conclude that the respondent is indeed a man of substance. In arriving at this conclusion, I have further taken into account that, according to his version, he is in one way or another associated with various trust. He does not disclose, even if I for moment accept that the amounts mentioned by the applicant are not his but of the trusts, I would nonetheless have expected him to disclose what does he get for having his name employed to have the money belong to the trusts reflected under his name. The probabilities are that the moneys do not belong to the trusts but to him.
[11] The applicant has stated that her net salary is R10 519-87 per month. She says that she would be having a shortfall of an amount of R40 000.
00. She says that she needs an amount of R13 000. 00 to R15 500. 00 for renting a house in Silverlakes; R10 000.00 for furniture. She has also detailed in paragraph 36 of her founding affidavit her monthly expenses totalling R49 000. 00 wherein she says that the shortfall is R37 030.13.
[12] In the matter of Senior v Senior 1999 (4) SA 955 (W) at 961H the court cited with approval what was said in Glazer v Glazer 1959 (3) SA 928 (W) at 932A and proceeded to state in regard to the quantum to be made towards contribution towards costs that:
“The essential principle in determining this issue appears from various authorities…. and I would summarise them as being the following:
(i) ‘The test to be applied in considering the amount is that the plaintiff should be placed in a position adequately to present her case.’
Muhlmann’s case supra at 418G; Dodo’s case surpa at 98C.
(ii) The fact that the respondent may be wealthy does not entitle the wife to unlimited spending, there being a difference between what she wants and what she needs.’
See Dodo’s case supra at 98D-E.
What is ‘adequate’ would depend on the nature of the litigation, the scale on which the husband is litigating and the scale upon which she intends to litigate, with due regard being had to the husband’s financial position. Dodo,s case supra at 98C.
The applicant is not entitled to all here costs of the trial but merely a ‘contribution towards’ her costs up to, as previously stated. The first day of the trial.
There appears to me to be no reason in logic or equity that such a contribution should be limited to disbursements only and to exclude therefore attorney’s reasonable fees.”
[13] As stated herein above, the applicant is not entitled to every thing she wants but what she needs. I accept that the parties have been enjoying a luxurious life stile. The very fact that she has two degrees but has been living, according to the respondent, an indolent life spending most of her time sleeping, is indicative of such luxurious life stile. The probabilities are that the plaintiff countenanced such life stile, when the parties were still looking at each other with rose tinted glasses.
[14] I am of the view that the applicant cannot expect to enjoy the same life style she had become accustomed to while the marriage was at its optimum platonic warmth. In view of the fact that they have reached a point where they have since discovered that they were not meant to each other to be separated by death, but it is best that they walk away from each other, she needs to adjust her life style to the cold comfort that the source of that previous comfort was the respondent from whom she is divorcing. It can not be expected of the respondent to still continue to keep her in that luxurious comfort she had gotten used to.
[15] I am taking into consideration the fact that the applicant would have to lease another place for herself. I am of the view that she does not need a R13 000. 00 accommodation when she is going to stay alone. I am also taking into consideration the fact that the respondent still provides her with a motor vehicle. The applicant earns R10 519. 87 as a councillor for the DA. I am consequently of the view that an amount of R25 000. 00 as maintenance pendent lite for herself, should be adequate.
[16] The applicant seeks also that the respondent be ordered to pay her reasonable medical. Having regard to the fact that the applicant’s daughters are all at tertiary, it can be safely accepted that she is no longer a young person. I need not venture of her age. It suffices to state that it is, in my view, fair and equitable that the respondent should be ordered to pay the applicant’s reasonable medical costs.
[17] The applicant seeks a contribution of R50 000.00 towards contribution of her legal costs. The respondent is not necessarily obliged to pay all the costs of the applicant even if he can afford to pay same. The applicant is, however, entitled to only a substantial contribution towards her costs, vide Dodo v Dodo 1990 (2) SA 77 (W) at 98F; Nocholson v Nicholson 1998 91) SA 48 (W) at 511. Not all her fees are payable but the amount must be adequate to enable her to conduct defence and prepare her case.
[18] The respondent says that all the moneys reflected under his name belong to trusts. The respondent has submitted that she would have to cause a forensic investigation of all these trust. I am inclined to agree with this submission. It is not only the investigation that would have to be conducted with regard to the size of the respondent’s estate. Preparation and consultation would have to be conducted before she goes to trial. However, the applicant has not placed any evidence how she arrives at the figure of R50 000.00. I am therefore of the view that an amount of R35 000.00 as contribution towards legal cost should adequate at this stage.
[19] In rule 43 applications, the parties are discouraged from filing prolifix affidavits, which include supplementary affidavits, vide Greenspan v Greenspan 2000 92) SA 283 at 288 A-B.
[20] When the applicant launched these proceedings, she sought inter alia, certain relief in respect of the accommodation of their four daughters in Cape Town. Any relief relating to their daughters is no longer being pursued by the applicant. The filing of the supplementary affidavit resulted in the respondent also filing his
supplementary affidavit. The filing of supplementary affidavits is not consonant with the practice relating to Rule 43 applications.
[21] The party who files additional affidavits, without the prior leave of the court having been obtained is generally mulcted with the costs order. However, in casu, notwithstanding the supplementary affidavit, the applicant has been substantially successful. In the premises I deem it not necessary to mulct her with the costs occasioned by the filing of the supplementary affidavit.
[22] I am of the view that the circumstances of this matter justifies a departure from the provisions of Rule 43(7) and Rule 43(8) of this Court.
[23] In the result I make the following order:
1. That the respondent pays pendete lite an amount of R25 000.00 per month towards the applicant’s maintenance;
2. That the respondent pays applicant’s reasonable and necessary medical costs;
3. That the respondent pays contribution towards the applicant’s costs in an amount of R35 000.00;
4. That the respondent is ordered to pay the costs of this application on party and party scale save the costs occasioned by the supplementary affidavit of the applicant.
5. That it be departed from the limitation prescribed in Rule 43(7) and Rule 43(8) of this Court.
DATE OF HEARING : 25/ 05 / 2009
DATE OF JUDGMENT: 29 / 05/ 2009
N.M. MAVUNDLA
JUDGE OF THE HIGH
COURT
PLAINTIFF’S ATT : MARITZ SMITH MATSHIDISO INC
PLAINTIFF’S ADV : ADV J
G W BASSON
DEFENDNAT’S ATT : EFSTRATIOU & VISAGIE ATTORNEYS
DEFENDNAT’S ADV : ADV G T
AVVAKOUMIDES
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