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South Africa Judgment

South Gauteng High Court, Johannesburg

M.S v R.G.S (21620 / 2019) [2023] ZAGPJHC 1231 (26 October 2023)

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Source document

01

Holding and result

The court found that the practice directive is couched in mandatory terms and applies to all opposed divorce actions where maintenance is in dispute. The respondent's assertion that he can afford the maintenance claimed does not remove the dispute regarding maintenance, as the pleadings reveal that maintenance, including rehabilitative maintenance, remains contested. The respondent's privacy argument and attempt to pre-empt the divorce court's analysis of maintenance are not compelling and do not excuse non-compliance. The applicant has complied with the directive, and the respondent is obliged to do the same. Accordingly, the respondent is ordered to make financial disclosure within ten days of service of the order and to pay the costs of the application.

Court disposition

Application granted. Respondent ordered to make financial disclosure and pay costs.

Orders

  • The respondent is directed to make a financial disclosure in terms of the Judge President of the High Court’s practice directive dated 10 January 2020 within 10 days of service of this order upon the respondent’s attorneys of record.
  • The respondent is directed to pay the costs of this application.

02

Material facts

Parties

S, M

Applicant Counsel: Adv. Bernette Bergenthuin

S, R G

Respondent Counsel: Adv. JC Kotze

03

Procedural history

  1. Posture

    Urgent Application / Application for Financial Disclosure Order in Pending Divorce Proceedings

04

Questions and positions

Legal issues

Party arguments

Applicant
The applicant contends that the respondent is required to complete and deliver a Financial Disclosure Form under oath, together with supporting documentation, as mandated by the Judge President's practice directive. She asserts that maintenance is in dispute in the divorce proceedings, triggering the directive's requirements. The applicant has complied by submitting her own Financial Disclosure Form and seeks an order compelling the respondent to do likewise, as well as costs.
Respondent
The respondent argues that he is able to afford the maintenance claimed, and therefore maintenance is not in dispute, which would exempt him from providing a Financial Disclosure Form. He further contends that the applicant has not demonstrated a need for maintenance and invokes his constitutional right to keep his financial affairs private.

05

Court’s reasoning

  1. 01

    Judge President's Practice Directive dated 10 January 2020

    In opposed divorce actions where maintenance or proprietary relief is in dispute, both parties are required to complete and exchange Financial Disclosure Forms under oath, together with supporting documentation, as peremptorily required by the Judge President's practice directive.

  2. 02

    Judge President's Practice Directive dated 10 January 2020

    The peremptory wording of the practice directive obliges compliance and does not allow for exceptions based on a party's stated ability to pay or privacy concerns.

06

Ratio, limits and disposition

Ratio decidendi

The court found that the practice directive is couched in mandatory terms and applies to all opposed divorce actions where maintenance is in dispute. The respondent's assertion that he can afford the maintenance claimed does not remove the dispute regarding maintenance, as the pleadings reveal that maintenance, including rehabilitative maintenance, remains contested. The respondent's privacy argument and attempt to pre-empt the divorce court's analysis of maintenance are not compelling and do not excuse non-compliance. The applicant has complied with the directive, and the respondent is obliged to do the same. Accordingly, the respondent is ordered to make financial disclosure within ten days of service of the order and to pay the costs of the application.

Obiter and limits

  • The respondent's attempt to analyse the applicant's Financial Disclosure Form to demonstrate lack of need for maintenance is premature and encroaches on the divorce court's function.
  • The practice directive is designed to ensure transparency and fairness in maintenance disputes during divorce proceedings.

Court disposition

Application granted. Respondent ordered to make financial disclosure and pay costs.

  • The respondent is directed to make a financial disclosure in terms of the Judge President of the High Court’s practice directive dated 10 January 2020 within 10 days of service of this order upon the respondent’s attorneys of record.
  • The respondent is directed to pay the costs of this application.

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

[2023] ZAGPJHC 1231

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 DIVISION, JOHANNESBURG)

CASE NO: 21620 / 2019

In the matter between:

S, M Applicant And S, R G Respondent

Delivered: Delivery: This judgment was handed down electronically by circulation to the parties' legal representatives by email, and uploaded on caselines electronic platform. The date for hand-down is deemed to be 26 October 2023

JUDGMENT

CORAM: VAN NIEKERK AJ

1. This is an application terms of which the applicant seeks an order:

1.1 directing the respondent to make a financial disclosure in terms of the Judge President of the High Court’s practice directive dated 10 January 2020 (“the practice directive”) within 10 days of service of an order, to this effect, upon the respondent’s attorneys of record; and

1.2 directing the respondent pay the costs of this application.

2. The parties are embroiled in divorce proceedings which were instituted in and during 2019 (“the divorce action”).

3. An analysis of the pleadings delivered in the divorce action reveal that the issue of maintenance is in dispute.

4. Paragraph 3.5.1 of the practice directive provides that a Financial Disclosure Form (“FDF”) annexed to the section as form “FDF 1” must be completed under oath, together with the supporting documentation referred to in FDF 1 by each party in an opposed divorce action in which maintenance or proprietary relief is in dispute and/or in every rule 43 application

in which maintenance is in dispute. Each party must index and paginate his/her duly completed FDF with supporting documents, prior

to the exchange and delivery thereof.

5. Paragraph 3.5.2 of the practice directive provides that in any opposed divorce action in which maintenance or proprietary relief is in dispute both parties must exchange (inter partes), their respective FDF’s no later than 10 court days after the defendant delivers his/her plea.

6. The practice directive is couched in peremptory terms and enjoins parties in an opposed divorce action in which, inter alia, maintenance relief is in dispute, to complete Financial Disclosure Form, under oath, together with supporting documentation.

7. The essence of the respondent’s opposition to the relief sought by the applicant is that:

7.1 he is able to afford the amount of maintenance claimed by the applicant, and that, therefore, the issue of maintenance is not in dispute, and this would then relieve him of the obligation to provide a Financial Disclosure Form;

7.2 the applicant has not proved a need for maintenance; and

7.3 he has a constitutional right to keep his financial affairs private.

8. The applicant has complied with the practice directive and provided her Financial Disclosure Form.

9. I do not find the respondents reasons for refusing to comply with the practice directive to be compelling. As already indicated, the wording of the practice directive is peremptory, and the respondent is not excused from compliance therewith. Moreover, an analysis of the pleadings reveals that the issue of maintenance is in dispute between the parties. At the very least, the issue of rehabilitative maintenance is in dispute. This dispute engages the provisions of the practice directive.

10. The respondent analyses the Financial Disclosure Form in order to attempt to demonstrate that the applicant does not have a need for maintenance. However, this is an attempt to usurp the functions and powers of the divorce court, which will, in time, embark upon this analysis using, inter alia, the Financial Disclosure Forms delivered on behalf of both of the parties.

11. In the circumstances, I make an order in the following terms:

a.) the respondent is directed to make a financial disclosure in terms of the Judge President of the High Court’s practice directive dated 10 January 2020 within 10 days of service of an order, to this effect, upon the respondent’s attorneys of record; and

b.) the respondent is directed to pay the costs of this application.

D Van Niekerk AJ

Representatives:

For the Applicant:

Adv. Bernette Bergenthuin

Attorneys for the applicant:

Arthur Channon Attorneys Inc,

For the Respondent:

Adv. JC Kotze

Attorneys for respondent:

DMO ATTORNEYS

Hearing date: 12 October 2023

Delivered: 26 October 2023

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.

Judge President's Practice Directive dated 10 January 2020

Legislation

Legislation referenced in the available case record.

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