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South Africa Judgment

South Gauteng High Court, Johannesburg

Mahapeloa v Road Accident Fund (A5054/2015) [2016] ZAGPJHC 317 (4 August 2016)

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01

Holding and result

The court held that the appellant and the deceased had established a de facto family relationship characterized by cohabitation, mutual support, and an intention to create a permanent partnership. The short duration of cohabitation and absence of formal marriage were not decisive, given the social context and evidence of commitment, including the intention to initiate lobola negotiations. The appellant was financially dependent on the deceased, who supported her and their child. The court found that the appellant fell within the expanded category of persons to whom a duty of support was owed under the Paixao test. The appeal was upheld, and the appellant was entitled to compensation for loss of support.

Court disposition

Appeal upheld; order of court a quo set aside and substituted with an order in favour of the appellant.

Orders

  • The appeal is upheld.
  • The order of the court a quo is set aside and substituted with an order that the defendant shall pay to the appellant the amount of R684,109.00 together with interest at the applicable mora rate from 14 days after the date of the judgment of the court a quo to date of final payment.
  • The respondent shall pay the costs of the action in the court a quo and of the appeal.

02

Material facts

Parties

Paulina Mahapeloa

Appellant Counsel: Adv D. Goodenough

Road Accident Fund

Respondent Counsel: Adv M. Makeleni

Amounts and remedies

  • Loss of Support Award: ZAR 684,109

03

Procedural history

  1. Posture

    Civil Appeal / Appeal From Dismissal of Claim for Loss of Support

04

Questions and positions

Legal issues

Party arguments

Applicant
The appellant argued that the relationship with the deceased was akin to a marriage, characterized by cohabitation, mutual support, and a commitment to permanence, evidenced by the intention to initiate lobola negotiations. She contended that social norms, including the principle of Ubuntu, support the recognition of a duty of support in such circumstances, even absent formal marriage. The appellant maintained that she was financially dependent on the deceased, who supported her and their child, and that the relationship was intended to be indefinite and committed.
Respondent
The respondent contended that the appellant failed to establish sufficient evidence of a permanent life partnership or a tacit agreement of reciprocal support. The respondent argued that the cohabitation was brief and fortuitous, resulting from disruption in the appellant's household, and that the deceased did not communicate his intentions regarding lobola negotiations to his family. The respondent maintained that these factors militated against the existence of a duty of support owed personally to the appellant.

05

Court’s reasoning

  1. 01

    Paixao v RAF 2012 (6) SA 377 (SCA)

    A reciprocal duty of support may arise between parties in a permanent life partnership, even absent formal marriage, if credible evidence demonstrates a conjugal relationship akin to marriage.

  2. 02

    Van Jaarsveld v Bridges 2010 (4) SA 558 (SCA) at [8]

    A promise to initiate lobola negotiations may indicate commitment to a permanent relationship, but is not binding as a marriage proposal.

06

Ratio, limits and disposition

Ratio decidendi

The court held that the appellant and the deceased had established a de facto family relationship characterized by cohabitation, mutual support, and an intention to create a permanent partnership. The short duration of cohabitation and absence of formal marriage were not decisive, given the social context and evidence of commitment, including the intention to initiate lobola negotiations. The appellant was financially dependent on the deceased, who supported her and their child. The court found that the appellant fell within the expanded category of persons to whom a duty of support was owed under the Paixao test. The appeal was upheld, and the appellant was entitled to compensation for loss of support.

Obiter and limits

  • The anxiety that recognizing such claims may open floodgates of litigation is unfounded; each case must be decided on its own facts and merits.
  • Social circumstances and realities in South Africa, such as economic migrancy and inadequate accommodation, must be considered when assessing the nature and duration of cohabitation.
  • The absence or brief duration of cohabitation does not necessarily negate the existence of a reciprocal duty of support, especially in the context of township life.

Court disposition

Appeal upheld; order of court a quo set aside and substituted with an order in favour of the appellant.

  • The appeal is upheld.
  • The order of the court a quo is set aside and substituted with an order that the defendant shall pay to the appellant the amount of R684,109.00 together with interest at the applicable mora rate from 14 days after the date of the judgment of the court a quo to date of final payment.
  • The respondent shall pay the costs of the action in the court a quo and of the appeal.

Source and reliance status

South Gauteng High Court, Johannesburg

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Judgment text

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Source document

South Gauteng High Court, Johannesburg

Judgment

[2016] ZAGPJHC 317

SAFLII Note: Certain personal/private details of parties or witnesses have been redacted from this document in compliance with the law and SAFLII Policy

REPUBLIC

OF SOUTH AFRICA

IN

THE HIGH COURT OF SOUTH AFRICA

GAUTENG LOCAL DIVISION, JOHANNESBURG

CASE NO: A5054/2015

Reportable:

YES

Of interest to other judges: YES

In the matter between -

PAULINA MAHAPELOA Appellant

And

ROAD

ACCIDENT FUND Respondent

JUDGMENT

Headnote

Appeal by plaintiff whose claim for loss of support had been dismissed a quo.

Plaintiff, the unmarried mother of the deceased’s child claimed for loss of support in her own right

Whether in the circumstances such a right of support was established – Paixao v RAF 2012 (6) SA 377 (SCA) applied

On the facts, the plaintiff and the defendant had established a de facto family relationship – the short duration of the relationship not a conclusive factor – a promise to put in motion lobola negotiations a significant factor pointing towards stability of a committed relationship - social context of the persons involved important to assess and weigh in determining whether, in a given case, facts established the social conditions of a de facto family relationship

Sutherland J:

Introduction

[1] The question to be decided in this appeal is whether the plaintiff, now appellant, Paulina Mahapeloa (Mahapeloa) has a right in law to claim a duty of support from Simphiwe Titus Thetyana (Thetyana).

[2] Thetyana died as a result of a road accident on 19 December 2010. The Road Accident Fund (RAF) acknowledges liability to compensate persons to whom Thetyana had such a duty. Mahapeloa and Thetyana had a child, O., born on […] June 2010, about six months before Thetyana’s death. The liability of the RAF to compensate the child is not controversial. Mahapeloa and Thetyana were not married.

[3] Accordingly, upon what legal basis can Mahapeloa claim a duty of support from Thetyana?

The Principles

[4] In the test laid down in Paixao v RAF 2012 (6) SA 377 (SCA), that court gave recognition to the principle that two persons in a permanent life partnership could enjoy reciprocal duties of support, despite the absence of a formal marriage relationship. Such a duty of support could derive from a tacit agreement. At [29] Cachalia JA held:

‘I appreciate that it is not always easy for defendants in the fund's position to refute evidence of a plaintiff dependant's assertion that the deceased had undertaken a duty to support him or her. But this concern, I think, overstated. A plaintiff's assertion, without more, that he or she was in life partnership, cannot be taken as sufficient proof of this fact. (In this case the fund conceded that the relationship was a life partnership.) Proving the existence of a life partnership entails more than showing that the parties cohabited and jointly contributed to the upkeep of the common home. It entails, in my view, demonstrating that the partnership was akin to and had similar characteristics — particularly a reciprocal duty of support — to a marriage. Its existence would have to be proved by credible evidence of a conjugal relationship in which the parties supported and maintained each other. The implied inference to be drawn from these proven facts must be that the parties, in the absence of an express agreement, agreed tacitly that their cohabitation included assuming reciprocal commitments — ie a duty to support — to each other. Courts frequently undertake this exercise without much difficulty — as this and other cases such as Amod, Satchwell and Du Plessis demonstrate. Life partnerships therefore do not present exceptional evidential difficulties for defendants.’

[5] On behalf of Mahapeloa several contentions were advanced about what the norms of society expect or demand from a man who fathers a child towards the mother of such child, and considerable emphasis was given to the idea of Ubuntu. Such social values are indeed relevant to the establishment of principles or norms which inform the approach of the courts to the incidence of the duty of support.

[6] Upon the premises of such norms it was conceded that it cannot be expected, at the present time at least, that a woman who bears a child does has a personal claim for support from the father, without more. However, it was contended that whenever a firm relationship

between the parties exists, intended by them to be indefinite, so that they may be described as a couple, a duty of support arises.

It seems to me that there is no real controversy about principles or norms in this case that compels a re-evaluation of the law as it stands at present. In our view, the only real controversy is an evidential one: ie, is there evidence on record that, properly

considered, ought to result in a factual finding that Mahapeloa is a person whose circumstances are encapsulated within the expanded category or class of persons to whom a duty of support was owed in terms of the Paixao test?

The Facts

[7] It was urged upon us by counsel for Mahapeloa that every morsel of evidence is pertinent to the evaluation of the issue. That approach is correct because it is upon a holistic appreciation and not a mechanical checklist approach that the enquiry must proceed. That approach involves nevertheless an assessment whether, in context, any particular aspect of the evidence is neutral, adverse or supportive of the proposition sought to be advanced.

[8] To satisfy the Paixao test, evidence is required of a conjugal relationship, and an existing life partnership with characteristics akin to a marriage as regards a reciprocal duty of support; such a relationship requires more than just cohabitation and sharing of household expenses, but rather of evidence of the partners actually supporting and maintaining each other. A tacit agreement of reciprocal support may be inferred from these attributes.

[9] The Court a quo, after considering the principles, concluded that Mahapelo had failed on the onus to establish sufficient evidence to justify the conclusion that Thetyana owed her, personally, a duty of support.

[10] In our view, the critical facts to assess, which could point towards such a duty of support, are as follows:

10.1. Both Thetyana and Mahapeloa lived in female headed households. He with his mother; she with her grandmother and her siblings. Their fathers were absent and insignificant in their lives. Both families live in Freedom Park, which can be inferred to be a typical township, and the families live in, typical, small township houses. This aspect is a relevant contextual factor within which to assess other occurrences.

10.2. She was in High School and about 19 years old when he, then 26 years old, met her. He was then, and at all material times, employed by Chubb Security, in receipt of a steady income.

10.3. A conjugal relationship existed between them: they were initially friends which matured into a romantic relationship which existed for about two years. It was a monogamous relationship. The duration, although not a factor to be mechanically measured, was long enough to infer a serious commitment to one another.

10.4. Although, Thetyana had not introduced Mahapeloa to his mother before she fell pregnant, he did so afterwards, and as things turned out, it was Thetyana’s mother who took Mahapeloa to hospital for the birth.

10.5. At the time of Thetyana’s death, Mahapeloa and he were cohabiting in his mother’s home with their baby. This commenced a week after the birth. She initially went home to her grandmother. During that first week at home, the baby’s crying disrupted the home to the extent that Mahaploa’s grandmother complained. Upon being told this, Thetyana invited her to come home with him, an arrangement that had his mother’s blessing. Their cohabitation was ended after six months, solely by reason his death. The duration, although brief, nevertheless, indicates a willingness to use the opportunity live as a family. For how long that might have endured is uncertain owing to several social factors, and the risk of the personal relationship breaking down.

10.6. Express evidence of the extent of financial support is absent, but when directly asked, Mahepeloa said that ‘….he was always there for me. Every time I had problems, he was there for me and he was actually the one who was looking after me and the baby’. Mahapeloa, albeit 21 years old at the time, was a schoolgirl, and had no source of personal income. In cross examination, she confirmed that Thetyana supported her and the baby from his earnings. She axiomatically, was never in a position to offer reciprocal financial support.

10.7. About three months after the birth of the child, Thetyana expressed a desire to marry her, the expression of desire being to say that he would ask a delegation from his family to open negotiations about lobola with Mahapeloa’s family. Although this remark cannot be construed as a marriage proposal, and even were it so, it could not binding, it serves as evidence of a wish to make the connection between them permanent.[1] Thetyana did not apparently tell his mother. The absence of a report to his mother, in my view, is neutral.

10.8. Thetyana had no other civil or traditional marriage relationship, nor any other romantic partner.

10.9. After Thetyana’s death, she continued to live with Thetyana’s mother, and her informal acceptance into Thetyana’s family circle has persisted for another 6 years, as at the time of the appeal hearing.

10.10. Thetyana was on all accounts an upright honourable, reliable man, conscious of his responsibilities. Although the evidence for such a character reference might be thought to be exaggerated in some respects, this impression is not rebutted and ought to be accepted.

[11] In the court a quo, these factors were assessed. Three factors were identified as militating against the satisfaction of the test for a tacit agreement of reciprocal support. First, the co-habitation was a fortuitous outcome owing to the disruption of the Mahapeloa household, second, the cohabitation was brief and third, Thetyana failed to tell his mother about his lobola aspirations. Pursuant thereto, the court a quo held that it could not be found that the existence of a permanent life partnership could be inferred. In my view, these factors, although pertinent, are neutral, rather than contra-indications of a tacit agreement.

[12] It is critical to assess the significance of social circumstances within the context of South African social realties. Regrettably,

very many people are inhibited from prolonged family cohabitation, and some may never experience at all. This stems from economic

migrancy, inadequate accommodation for a man and woman to live with their offspring, and low rates of earnings, resulting in the reliance on the family circle, especially elders, to take on child-rearing duties often at great distance from the parents, who are themselves, sometimes separated in different places whilst working to support the family circle. Accordingly, whilst cohabitation per se constitutes supportive evidence of a reciprocal commitment, absence of cohabitation or a brief period of cohabitation, may not afford any inference of the opposite, without other evidence.

[13] Because it may be reliably inferred, although no express evidence was adduced, that the homes in which the two families live are small, a baby in a space shared with a grandmother and siblings seems, indeed, a recipe for disruption. The appropriateness of diminishing the disruption is self-evident. The record is lean about the extent of what passed as the grandmother’s ‘complaint’, thus, it cannot be implied that Mahapeloa was placed under duress to leave. As regards Thetyana’s home, the conclusion must be resisted to infer from the evidence which mentions only he and his mother living there, that they were the only inhabitants, because on the probabilities, it would be seldom that a township home would have so few inhabitants. But it can be inferred that the baby’s disruptive presence would either be easier to tolerate or be more comfortably accommodated than at grandmother’s house. The swiftness of the transfer suggests a welcoming tenor, rather than a reluctant acceptance of a new member of the household. In other words, it was at least as much pull as push. It seems to me that the move was not a mere pragmatic arrangement but a boon to the couple. Although of short duration, there is nothing to suggest a temporary character to her sojourn in his home.

[14] Owing to an absence of evidence about the protocols to be observed about the commencement of lobola negotiations, it cannot safely be supposed that it was within the bounds of propriety for Thetyana to raise the subject with his mother, at least initially, or at this early stage, or that a report of his intentions was overdue. There is no evidence on record regarding the process that should occur, or even which customary tradition would prevail. The assumption that lobola customs are uniform among all the bantu-speaking peoples of South Africa is unfounded. Moreover, it is appropriate to take judicial notice of the fact that it is commonplace for couples to conclude a formal marriage, after the conclusion of lobola negotiations, many years after their relationship has commenced, and long after children have been born. The failure to initiate lobola negotiations during this period cannot give rise to any inferences that point towards the remark not being seriously made.

[15] In my view, the case for a committed relationship, contemplated by both of them, as long term and indefinite, is stronger than was thought to be the case by the court a quo. The example of Paixao is indeed stronger. In that matter, Mrs Paixao and Mr Gomes’ relationship of cohabitation was longer. Both supported one another through retrenchment or illness. There was an express undertaking by Gomes to marry Paixao once he had secured a divorce

from his wife. Gomes had treated Paixao’s children as his own. In that case too, the actual cohabitation began after a relationship

had existed for a while, and was precipitated by the fortuitous event of his illness and Paixao taking him to her home to nurse him back to health.

[16] It can be no bar to success that, in a given instance, there is less evidence than that supplied in Paxiao. In my view, the conduct of Mahapeloa and Thetyana was indeed such that they behaved towards one another in a manner akin to spouses, they contemplate a life as married partners, and Thetyana supported her financially and personally. She had no means of reciprocal financial support, and at that stage of her motherhood, could not have been expected to do so. Her support, in its broadest sense, would, in my view, include her acceptance of his family home and integration into his family.

[17] The anxiety that such a finding may open floodgates of litigation is no reason to find otherwise. Each case turns on its own facts and the proper way to deal with all litigation is to proper interrogation of the assertions of an adversary and diligent investigation in preparation for a trial.

[18] Accordingly, the appeal must succeed. The parties are in agreement about the quantum of the claim and the terms of such order if that be the result. Costs should follow the result.

The order

[19]

19.1. The appeal is upheld.

19.2. The order of the court a quo is set aside and substituted as follows:

19.2.1. The defendant shall pay to the Appellant the amount of R684,109.00 together with interest on such amount at the applicable mora rate from 14 days of the date of the judgment of the court a quo to date of final payment.

19.3. The respondent shall pay the costs of the action in the court a quo and of the appeal.

_______

Sutherland J (with whom Van Oosten and Makume JJ concur)

Van Oosten J

Makume J

Hearing: 26 July 2016

Judgment delivered: 4 August 2016

For Appellant:

Adv D. Goodenough,

Instructed by Van der Elst Inc

For Respondent:

Adv M. Makeleni,

Instructed by Nozuko Nxusani.

[1] On the non-binding nature of a promise to marry, see: Van Jaarsveld v Bridges 2010 (4) SA 558 (SCA) at [8].

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.

Paixao v RAF 2012 (6) SA 377 (SCA)

Case cited

Amod

Case cited

Satchwell

Case cited

Du Plessis

Case cited

Van Jaarsveld v Bridges 2010 (4) SA 558 (SCA)

Case cited

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