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South Africa Judgment

Free State High Court, Bloemfontein

Theodorellis v Theodorellis (A29/2007) [2007] ZAFSHC 131 (22 November 2007)

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01

Holding and result

The court found that the respondent did not mislead the Maintenance Court regarding her sources of income, as she had disclosed her assets and the nature of her income both in correspondence and in her evidence-in-chief. The rental income from Cyprus was not considered available for her maintenance in South Africa. The sales of jewellery and candles did not constitute regular income. The increase in maintenance was justified by inflation since the original order in 1998 and the substantial cost of medical aid. The Magistrate acted fairly by requiring the respondent to contribute from her assets and investments and by awarding only half of the calculated shortfall. The appellant failed to demonstrate any error in the Magistrate's reasoning or findings.

Court disposition

Appeal dismissed with costs.

Orders

  • The appeal is dismissed with costs.

02

Material facts

Parties

Theodorus Theodorellis

Appellant Counsel: P. U. Fischer

Anastasia Theodorellis

Respondent Counsel: N. Snellenburg

Amounts and remedies

  • Original Monthly Maintenance: ZAR 3,800
  • Respondent's Total Monthly Income (as Stated): ZAR 4,300
  • Respondent's Requested Maintenance Increase: ZAR 9,500
  • Maintenance Ordered by Magistrate: ZAR 7,055
  • Medical Aid Cost Per Month: ZAR 2,500

03

Procedural history

  1. Posture

    Civil Appeal / Appeal From Maintenance Court Decision

04

Questions and positions

Legal issues

Party arguments

Applicant
The appellant argued that the Magistrate acted capriciously in granting an increase in maintenance and that the respondent misled the Maintenance Court by failing to disclose other sources of income, which were only revealed during cross-examination. The appellant contended that no increase should have been granted.
Respondent
The respondent maintained that her only regular income was the maintenance and interest from an investment. She explained that rental income from property in Cyprus was not available for her maintenance in South Africa, as it was used for property upkeep and only earned sporadically. She clarified that income from selling jewellery and candles was irregular and not a reliable monthly source.

05

Court’s reasoning

  1. 01

    Maintenance Act 99 of 1998

    A maintenance order may be varied if there is a material change in circumstances, such as increased cost of living or medical expenses.

  2. 02

    Relevant case law and Maintenance Act

    The court must consider all sources of income and assets when determining maintenance, but irregular or inaccessible income may be excluded from calculation.

06

Ratio, limits and disposition

Ratio decidendi

The court found that the respondent did not mislead the Maintenance Court regarding her sources of income, as she had disclosed her assets and the nature of her income both in correspondence and in her evidence-in-chief. The rental income from Cyprus was not considered available for her maintenance in South Africa. The sales of jewellery and candles did not constitute regular income. The increase in maintenance was justified by inflation since the original order in 1998 and the substantial cost of medical aid. The Magistrate acted fairly by requiring the respondent to contribute from her assets and investments and by awarding only half of the calculated shortfall. The appellant failed to demonstrate any error in the Magistrate's reasoning or findings.

Obiter and limits

  • The court noted that the appellant could comfortably afford the increased maintenance.
  • The respondent's approach to managing her Cyprus property income was reasonable given her circumstances.

Court disposition

Appeal dismissed with costs.

  • The appeal is dismissed with costs.

Source and reliance status

Free State High Court, Bloemfontein

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Judgment text

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Source document

Free State High Court, Bloemfontein

Judgment

[2007] ZAFSHC 131

IN THE HIGH COURT

OF SOUTH AFRICA

(ORANGE FREE STATE PROVINCIAL DIVISION)

Appeal No.: A29/2007

In the appeal between:

THEODORUS

THEODORELLIS Appellant

and

ANASTASIA

THEODORELLIS Respondent

_____________

CORAM: MALHERBE, JP et BECKLEY, J

JUDGMENT: MALHERBE, JP

HEARD ON: 12 NOVEMBER 2007

DELIVERED ON: 22 NOVEMBER 2007

[1] The parties to this appeal were formerly married to one another. Their marriage was dissolved by a decree of divorce on 12 May 1998. A Deed of Settlement was made an order of Court on the same date. In clause 1 of the Deed of Settlement appellant undertook to pay maintenance to the respondent in the amount of R3 800,00 per month until her death or remarriage, whichever occurs first. On 2 August 2005 respondent applied to the Bloemfontein Maintenance Court for the increase of the amount of maintenance on the grounds of

“personal circumstances and increasing costs of living.”

In the prescribed form for such an application, she set out her total monthly income as R4 300.00, being the said maintenance of R3 800.00 plus R500.00 interest on an investment of R80 000.00. She applied for an increase to the amount of R9 500.00.

[2] The proceedings in the Maintenance Court started on 1 December 2005 and was eventually concluded on 6 October 2006 when the presiding Magistrate ordered appellant to pay maintenance to respondent in the amount of R7 055.00 per month from 1 December 2006. It is against this decision that appellant now appeals, contending that the Magistrate should not have granted any increase whatsoever.

[3] Mr. Fischer who appeared on behalf of appellant, used strong language in his attack upon the Magistrate’s findings. He said that the Magistrate had acted capriciously and that respondent had misled the court a quo by failing to mention other sources of income which were established only during cross-examination. I do not think that this criticism is warranted: It is true that in her evidence-in-chief respondent testified that her only income was R4 300.00 per month, but three weeks before she started her testimony her attorney wrote to appellant’s attorney that she owned immovable property in Cyprus worth approximately 20 000 Cyprus pounds. He also mentioned respondent’s Super Save savings account, a Money Market bank account and a savings account in Cyprus in which respondent deposited 80 Cyprus pounds per month that the immovable property earned as rental. In her evidence-in-chief she repeated the contents of this letter. It is, therefore, not correct that she only disclosed other sources of income under cross-examination as was submitted by Mr. Fischer.

[4] If regard is had to all the evidence, it is readily understood why respondent did not regard the rental that she earned in Cyprus as income that she could use to maintain herself in South Africa. She testified that the rental was being deposited into an savings account in Cyprus to create a fund from which the old house or houses on the property could be maintained and which she could use when she visited Cyprus. She also testified that she never considered investing that money in South Africa where she could perhaps earn more interest than in Cyprus. In any event, according to her the property was not rented out permanently but only from time to time.

[5] Mr. Fischer also submitted that the respondent failed to tell the Maintenance Court that she earned R1 000.00 per month from the sale of jewellery and candles. She makes it abundantly clear in her evidence that she sold these things

¡°here and there ….. here and there …. not every month …. Maybe this month I will get R1 000.00 out of selling, maybe the next month I get nothing”

meaning that these sales did not constitute a regular income per month.

[6] There are two factors that made an increase necessary, viz. inflation since 1998 and the cost of a medical aid scheme for respondent in the amount of R2 500.00 per month. The Magistrate did not order the appellant to pay the whole shortfall that she calculated at R6 510.00. She said the following in her reasons:

“In fairness to the defendant the applicant will have to draw from her assets and investments to contribute to the maintenance of herself. The court finds that a legally fair increase in the contribution by the defendant will be one of R3 255.00 per month. That is half of the difference referred to, and reflected in the applicant’s budget.”

It is common cause that appellant can comfortably afford the increase.

[6] The appellant has not convinced me that the court a quo erred in its finding.

[7] In the result the appeal is dismissed with costs.

_______

J. P. MALHERBE, JP

I concur.

____

A. P. BECKLEY, J

Counsel for the appellant: Adv. P. U. Fischer

Instructed by:

Messrs Bezuidenhouts

BLOEMFONTEIN

Counsel for the respondent: Adv. N. Snellenburg

Honey Attorneys

/em

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Authorities

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Maintenance Act 99 of 1998

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