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South Africa Judgment

North Gauteng High Court, Pretoria

L.M.T.M v T.M.M (5169/21) [2022] ZAGPPHC 560 (3 August 2022)

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Source document

01

Holding and result

The court found that the applicant made full and honest disclosure of her financial position, while the respondent failed to disclose his true income and understated his earnings. The respondent's bank statements contradicted his claims of low income, revealing substantial monthly drawings. The court held that both parties have a duty to contribute to the joint household according to their means, and the respondent's refusal to do so was a violation of this duty and the applicant's right to dignity. The court further held that the applicant is entitled to maintenance pendente lite and a contribution towards the medical aid of the major dependent child. The respondent's arguments were rejected as lacking merit and failing to address his legal obligations.

Court disposition

Application granted in favour of the applicant.

Orders

  • The respondent is ordered to contribute to the joint household expenses as maintenance pendente lite.
  • The respondent is ordered to pay 50% of the medical aid fund contribution for the major dependent child, Tsholofelo Motsei Mohaji M[....].

02

Material facts

Parties

L.M.T.M

Applicant Counsel: B Bergenthuin

T.M.M

Respondent Counsel: KP Seabi

Amounts and remedies

  • Monthly Bond Repayment by Applicant: ZAR 58,000
  • Monthly Bond Payment by Applicant: ZAR 100,000
  • Monthly Groceries by Applicant: ZAR 10,000
  • Monthly Groceries by Respondent: ZAR 2,000
  • Monthly Estate Levies by Applicant: ZAR 2,100
  • Monthly Housekeeper Salary by Applicant: ZAR 6,000
  • Monthly Trust Rental Income: ZAR 39,905.08
  • Monthly Trust Mortgage Bond Expense: ZAR 58,306.1
  • Monthly Trust Maintenance Expense: ZAR 24,523.36
  • Monthly Trust Shortfall Paid by Applicant: ZAR 42,924.38
  • Respondent's Stated Monthly Income: ZAR 40,000
  • Respondent's Actual Monthly Drawings: ZAR 153,897.7

03

Procedural history

  1. Posture

    Rule 43 Application / Opposed Motion

04

Questions and positions

Legal issues

Party arguments

Applicant
The applicant contended that the respondent has failed to contribute to joint household expenses and the medical aid fund for the major dependent child, despite both parties being high-earning medical specialists. She provided detailed financial disclosure and bank statements showing she bears the majority of household costs, including bond repayments, groceries, levies, insurance, housekeeper's salary, maintenance, and utilities. She argued that the respondent's refusal to contribute is unjustified and contrary to his legal duty of support.
Respondent
The respondent argued that the applicant has not pleaded facts showing a need for maintenance pendente lite as required by Rule 43. He claimed the application is an abuse of process and denied that the younger child is dependent or that he should contribute to her medical aid. He asserted that his monthly income is R40,000 and disputed the applicant's claims regarding household expenses and the necessity for his contribution.

05

Court’s reasoning

  1. 01

    Taute v Taute 1974 (2) SA 675 (E)

    An applicant is entitled to reasonable maintenance pendente lite, dependent on the marital standard of living, actual and reasonable requirements, and the respondent's capacity to meet such requirements.

  2. 02

    Woodhead v Woodhead 1955 (3) SA 138 (SR)

    Spouses have a common law duty to maintain one another and must contribute to the joint household according to their income.

  3. 03

    Constitution of the Republic of South Africa, 1996

    Section 10 of the Constitution guarantees the right to dignity, which includes the right to maintenance and respect within marriage.

  4. 04

    Z v Z (556/2021) [2022] ZASCA 113 (21 July 2022)

    Parents have locus standi to claim maintenance for and on behalf of an adult dependent child.

  5. 05

    Bannatyne v Bannatyne and Another 2003 (2) SA 363 (CC)

    The enforcement of maintenance payments upholds the dignity of women and promotes equality and non-sexism.

06

Ratio, limits and disposition

Ratio decidendi

The court found that the applicant made full and honest disclosure of her financial position, while the respondent failed to disclose his true income and understated his earnings. The respondent's bank statements contradicted his claims of low income, revealing substantial monthly drawings. The court held that both parties have a duty to contribute to the joint household according to their means, and the respondent's refusal to do so was a violation of this duty and the applicant's right to dignity. The court further held that the applicant is entitled to maintenance pendente lite and a contribution towards the medical aid of the major dependent child. The respondent's arguments were rejected as lacking merit and failing to address his legal obligations.

Obiter and limits

  • There is a tendency for parties in Rule 43 applications to misstate their financial affairs by exaggerating expenses and understating income, which is unacceptable.
  • Refusal by a high-earning spouse to contribute to joint household expenses is a sign of disrespect and undermines the dignity of the other spouse.
  • Maintenance claims for adult dependent children are recognized in South African law, and parents have standing to pursue such claims.

Court disposition

Application granted in favour of the applicant.

  • The respondent is ordered to contribute to the joint household expenses as maintenance pendente lite.
  • The respondent is ordered to pay 50% of the medical aid fund contribution for the major dependent child, Tsholofelo Motsei Mohaji M[....].

Source and reliance status

North Gauteng High Court, Pretoria

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Judgment reading view

Judgment text

The complete available source text.

Source document

North Gauteng High Court, Pretoria

Judgment

[2022] ZAGPPHC 560

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 HIGH COURT OF SOUTH-AFRICA

GAUTENG LOCAL DIVISION, PRETORIA

CASE NO: 5169/21

REPORTABLE: YES / NO

OF INTEREST TO OTHER JUDGES: YES / NO

REVISED.

3 August 2022

IN THE MATTER BETWEEN:

L[....] M[....]2 T[....]

APPLICANT

M[....]

AND

T[....]2 M[....]3

RESPONDENT

JUDGMENT

Strijdom

AJ

INTRODUCTION

1.

1.1. This is an opposed Rule 43 application for a contribution by Respondent to the joint household expenses of the Parties, being a form of maintenance.

BACKGROUND

FACTS

2.

2.1. Applicant and Respondent are married to one another, in community of property since 28 June 1991. Both parties are medical specialists and high earning individuals[1].

2.2. Two children were born from the marriage. Both children are majors, although the youngest child is partly dependant on the parties, which maintenance need is solely covered by the Applicant[2].

2.3. The action between the parties is essentially a divorce action but includes more complicated relief regarding loans against a Family Trust of whom both parties are Trustees and in the alternative that the trust be declared a sham trust.

2.4. Despite the divorce action being instituted the parties remains to cohabit in the erstwhile matrimonial home.

THE

ISSUES IN DISPUTE

3.

3.1. A contribution by Respondent to the joint household expenses of the parties being a form of maintenance.

3.2. A contribution by Respondent of 50% of the medical aid fund contribution towards the major but dependent child, Tsholofelo Motsei Mohaji M[....].

4.

4.1. The main contention of the Respondent is that there are no facts pleaded in the application that the Applicant is in need of maintenance pendente lite, as per the provisions of Rule 43 of the Uniform Rules of Court.

4.2. It was submitted by the Respondent that this application is an abuse of the provisions of Rule 43 and that the court should dismissed the application.

4.3. Respondent also denied that the younger child is in any way dependent on the parties and refuses to contribute half of her medical aid fund premium.

4.4. Applicant demanded a contribution to the joint household expenses from Respondent, which he refused.

THE

FACTS

5.

5.1. Applicants’ version of the joint household expenses appears from the Financial Disclosure Form filed by her[3].

5.2. Form Applicants’ bank statements[4], the following is evident;

5.2.1. Applicant pays the bond over the matrimonial property owned by the Trust. The bond repayment is R58 000.00 per month and Applicant pays R100 000.00 per month into the bond;

5.2.2. The groceries purchase by Applicant per month is in excess of R10 000.00, whilst Respondent avers to contribute R2000.00 per month to groceries;

5.2.3. Applicant pays the levies of the residential estate occupied by the parties in an amount of about R2100.00 per month;

5.2.4. Applicant pays the home-owners insurance regarding the matrimonial property. [5]

5.2.5. Applicant pays the salary of the housekeeper every month, this amounts to R6000.00;

5.2.6. Applicant pays for the maintenance of the matrimonial home. These expenses are not the same every month[6];

5.2.7. Applicant pays for the aircon servicing, garden service and fuel for the generator used by the household;

5.2.8. Applicant purchases electricity for the matrimonial home[7].

5.2.9. The net monthly trust income from rental received amounts to R39 905.08. the monthly trust expenses for the repayment of the mortgage bond over the matrimonial property amounts to R58 306.10, and the expenses needed to cover the maintenance over this property amounts to R24 523.36. The trust has a monthly shortfall of R42 924.38 which the Applicant pay for.

5.2.10. The Respondent’s version of his expenses and income appears from the Financial Disclosure Form filed by him[8].

5.2.11. The Respondent stated that he only earns an amount of R40 00 per month as drawings from his medical practice.

EVALUATION

OF THE EVIDENCE

6.

6.1. The Applicant made full disclosure of her expenses and income in the Financial Disclosure Form filed by her. Her version is also corroborated by her bank statements.

6.2. It is evident that the Respondent did not disclose his full income and the different sources of his income.

6.3. A comparison of his expenses stated in his FDF and his answering affidavit clearly indicated the discrepancies[9].

6.4. The Respondents’ bank statements indicate a combined monthly drawing of R153 897.70 compared to what was stated by the Respondent as R40 000.00.

6.5. In my view the Respondent was dishonest with the Court about his earnings. He has failed to display good faith which is required of an Applicant/Respondent in proceedings such as the present.

6.6. In Du Preez V Du Preez[10]; the Honourable Court referred thereto that there was a tendency for parties in Rule 43 applications to misstate the true nature of their financial affairs by exaggerating their expenses and understating their income and that this was unacceptable.

LEGAL

CONSIDERATIONS

7.

7.1. An Applicant is entitled to reasonable maintenance, pendente lite, dependent upon the marital standard of living of the parties, the Applicants’ actual and reasonable requirements and the capacity of the Respondent to meet such requirements. [11]

7.2. It is trite that spouses have a common law duty to maintain one another. [12] They both have a duty to contribute to the joint household in accordance to their income.

7.3. Section 10 of the Constitution states that “Everyone has inherent dignity and the right to have their dignity respected and protected.”

7.4. Both parties are high earning individuals, and it is a clear sign of disrespect from Respondent to refuse to contribute his share to the joint household, and to expect the Applicant to maintain him whilst he can maintain himself. This strikes to the root of Applicants’ right to dignity.

7.5. It was stated in Bannatyne V Bannatyne and Another [13] that

“The enforcement of maintenance payments therefore not only secures the rights of children, but it also upholds the dignity of women and promotes the foundational values of achieving equality and non-sexism.”

7.6. I must disagree with the submission made by the Respondent that what the Applicant is claiming is merely expenses and not maintenance. As already stated, the Respondent has a duty to contribute to the joint household in accordance with his income.

A

CONTRIBUTION TO THE MEDIAL AID FOR THE DEPENDENT MAJOR CHILD

8.

8.1. It was recently decided in Z V Z[14] that a parent has locus standi in judicio to claim maintenance from the other parent for and on behalf of an adult dependent child.

8.2. The Applicant stated that Tsholofelo the minor child, is still resident in the matrimonial home and that she still pays some of her expenses, specifically her medical aid fund contribution[15].

8.3. She further stated that Respondent does not contribute to the household expenses attributed to Tsholofelo, and she is singlehandedly responsible for supporting her financially[16].

CONCLUSION

9.

9.1. Having considered the existing and prospective means of each of the parties, their respective earning capacities, financial needs and obligations, the age of each of the parties, the duration of the marriage and the standard of living of the parties, I am persuaded to exercise my discretion in favour of the Applicant in respect of maintenance for herself and a contribution by the Respondent towards the medical aid of the major dependent child Tsholofelo.

9.2. In the result the draft order marked “X” is made an order of court.

STRIJDOM

JJ

ACTING

JUDGE OF THE HIGH COURT

OF

SOUTH AFRICA

GAUTENG

DIVISION

PRETORIA

Appearances:

Councel for Applicant: Adv

B Bergenthuin

Instructed by:

Gerhard

Botha E Partners Inc.

Attorneys for Respondent:

KP Seabi E Associates

Heard on: 11 July 2022

Judgement on: 3 AUGUST 2022

[1] Sworn Statement paragraph 1.1, 017-3; paragraph 2.2, 017-4.

[2] Sworn Statement, paragraph 5.3, 017-6.

[3] Vide: Paragraph 3.1, 020-22.

[4] Vide: Annexure to the FDF, 020-39.

[5] Vide: 020-69; 020-70; 020-73.

[6] Vide: 020-73 to 75 and 020-89.

[7] Vide: 010-40.

[8] Vide: 021-1.

[9] Vide: Y -10-23.

[10] Vide: 2009 (6) SA 28 (TPD).

[11] Vide: Taute V Taute 1974 (2) SA 675 [E].

[12] Vide: Woodhead V woodhead 1955 (3) SA 138 (SR) at 139 H to 140 A.

[13] Vide: 2003 (2) SA 363 (CC).

[14] (556/2021) [2022] ZASCA 113 (21 July 2022).

[15] Vide: 017-6 para 5.3.

[16] Vide: 017-14 para 5.14.

Source wording is retained. Consult the source document for its original formatting and pagination.

Authorities

Authorities used by the court

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

Du Preez v Du Preez 2009 (6) SA 28 (TPD)

Case cited

Taute v Taute 1974 (2) SA 675 (E)

Case cited

Woodhead v Woodhead 1955 (3) SA 138 (SR)

Case cited

Bannatyne v Bannatyne and Another 2003 (2) SA 363 (CC)

Case cited

Z v Z (556/2021) [2022] ZASCA 113 (21 July 2022)

Case cited

Constitution of the Republic of South Africa, 1996

Legislation

Legislation referenced in the available case record.

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