U v U (4739/2016) [2016] ZAFSHC 215 (28 November 2016)
- Citation
- [2016] ZAFSHC 215
- Status
- Judgment
- Jurisdiction
- South Africa
- Court
- Free State High Court, Bloemfontein
- Panel
- C Reinders
- Case number
- 4739/2016
More details
- Court
- Free State High Court, Bloemfontein
- Panel
- C Reinders
- Case number
- 4739/2016
On this page
Professional case brief
Research organized from the available case record
01
Holding and result
The court found that the applicant is entitled to maintenance pendente lite, including provision for relocation costs, but not as a separate lump sum. Instead, the court ordered unequal monthly payments to accommodate the applicant's initial relocation needs, in line with the principle established in Zwiegelaar v Zwiegelaar (SCA). The respondent's financial disclosures were found to be incomplete, but the court was satisfied that he could afford the ordered payments. The applicant was also entitled to be retained on the respondent's medical aid scheme, to use the Toyota Auris vehicle, and to receive a contribution towards legal costs. The court declined to award excessive amounts for specific items, instead fixing a reasonable sum for relocation expenses.
Court disposition
Application granted in part; interim maintenance, medical aid retention, vehicle use, and legal cost contribution ordered.
Orders
- The respondent must pay maintenance to the applicant as follows: R30,000 before or on 10 December 2016; R30,000 before or on 3 January 2017; R15,000 before or on 3 February 2017 and thereafter before or on the 3rd of every subsequent month.
- The respondent must retain the applicant as a beneficiary on his medical aid scheme and pay all reasonable medical costs not covered by the scheme.
- The respondent must make available the Toyota Auris motor vehicle to the applicant, maintain it, and pay insurance and licensing fees.
- The respondent must contribute R5,500 towards the applicant's legal costs on or before 7 January 2017.
- Costs of this application are costs in the main cause.
02
Material facts
Parties
M. W. U.
Applicant Counsel: Adv. A. SanderB. D. U.
Respondent Counsel: Adv. BeukesAmounts and remedies
- Initial Monthly Maintenance (dec 2016): ZAR 30,000
- Initial Monthly Maintenance (jan 2017): ZAR 30,000
- Monthly Maintenance From Feb 2017 Onwards: ZAR 15,000
- Contribution to Legal Costs: ZAR 5,500
03
Procedural history
Posture
Urgent Application / Rule 43 Application for Interim Relief Pending Divorce
04
Questions and positions
Legal issues
- 01
Whether the applicant is entitled to maintenance pendente lite under Rule 43.
- 02
Whether the applicant is entitled to a contribution towards relocation costs as part of interim maintenance.
- 03
Whether the applicant should be retained as a beneficiary on the respondent's medical aid scheme.
- 04
Whether the applicant is entitled to a contribution towards legal costs.
- 05
Whether the applicant should retain use of the Toyota Auris motor vehicle pending finalisation of the divorce.
Party arguments
- Applicant
- The applicant seeks interim maintenance, relocation costs, retention as a beneficiary on the respondent's medical aid, and a contribution towards legal costs. She argues that she is unemployed, left the communal home with only personal belongings and the Toyota Auris, and requires funds to relocate and furnish a rental residence. She contends that her expenses are reasonable and necessary to maintain the marital standard of living.
- Respondent
- The respondent opposes the application, arguing that the applicant's claimed expenses are excessive and that she is capable of maintaining herself. He disputes the need for relocation costs as a separate lump sum under Rule 43, relying on case law that prohibits such awards. He concedes that the applicant is entitled to maintenance pendente lite and offers to retain her on his medical aid and transfer the Toyota Auris to her.
05
Court’s reasoning
Legal principles
- 01
Taute v Taute 1974 (2) SA 675 (E)
Maintenance pendente lite is determined by the marital standard of living, the applicant's reasonable requirements, and the respondent's ability to pay.
- 02
Zwiegelaar v Zwiegelaar 2001 (1) SA 1208 (SCA)
Lump sum awards for relocation costs are not permissible under Rule 43, but unequal monthly payments may be ordered to accommodate such needs.
- 03
Van der Spuy v Van der Spuy 1980 (3) SA 638 (CPA)
Maintenance includes provision for accommodation, food, clothing, transport, and medical expenses.
06
Ratio, limits and disposition
Ratio decidendi
The court found that the applicant is entitled to maintenance pendente lite, including provision for relocation costs, but not as a separate lump sum. Instead, the court ordered unequal monthly payments to accommodate the applicant's initial relocation needs, in line with the principle established in Zwiegelaar v Zwiegelaar (SCA). The respondent's financial disclosures were found to be incomplete, but the court was satisfied that he could afford the ordered payments. The applicant was also entitled to be retained on the respondent's medical aid scheme, to use the Toyota Auris vehicle, and to receive a contribution towards legal costs. The court declined to award excessive amounts for specific items, instead fixing a reasonable sum for relocation expenses.
Obiter and limits
- Each Rule 43 application must be decided on its own facts; maintenance pendente lite cannot be calculated with precision.
- The respondent's financial disclosure was insufficient, raising doubts about the accuracy of his stated income.
- The applicant's claimed expenses for certain household items were excessive and could be met at lower cost.
Court disposition
Application granted in part; interim maintenance, medical aid retention, vehicle use, and legal cost contribution ordered.
- The respondent must pay maintenance to the applicant as follows: R30,000 before or on 10 December 2016; R30,000 before or on 3 January 2017; R15,000 before or on 3 February 2017 and thereafter before or on the 3rd of every subsequent month.
- The respondent must retain the applicant as a beneficiary on his medical aid scheme and pay all reasonable medical costs not covered by the scheme.
- The respondent must make available the Toyota Auris motor vehicle to the applicant, maintain it, and pay insurance and licensing fees.
- The respondent must contribute R5,500 towards the applicant's legal costs on or before 7 January 2017.
- Costs of this application are costs in the main cause.
Source and reliance status
Free State High Court, Bloemfontein
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.
Free State High Court, Bloemfontein
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 HIGH COURT OF SOUTH AFRICA,
FREE STATE DIVISION, BLOEMFONTEIN
Case No: 4739/2016
In the application between:
M. W. U.
Applicant
and
B. D. U.
Respondent
JUDGMENT BY: C REINDERS, J
DELIVERED ON: 28 NOVEMBER 2016
[1] The marriage boat of the U. couple has been through rough storms, culminating in the applicant instituting divorce proceedings on 18 August 2016. The applicant in terms of Rule 43 of the Uniform Rules of Court moves for orders pending finalisation of the main action which include monthly maintenance, an amount in respect of relocation costs, an order that she be retained as a beneficiary on the respondent’s medical aid scheme and a contribution towards her legal costs.
[2] The respondent in his opposing affidavit moves for an order that the applicant’s application be dismissed. It is trite that maintenance entails amongst others the provision of accommodation, food, clothing, a car and medical expenditure. Nowhere in his opposing affidavit is it denied by respondent that he provided the applicant with the aforementioned. In fact, respondent tenders in his papers that he will retain the applicant as a dependant on his medical aid scheme and I therefore do not have any uneasiness in granting the prayer in relation to the medical care of the applicant pendente lite.
[3] It is not disputed that the applicant left the communal home in Mossel Bay on 5 August 2016 (the reasons therefore being disputed) with a 2008 Toyota Auris vehicle, the property of the respondent. She invites the respondent to consent to her keeping the motor vehicle as her property, but does not request such an order in her prayers as she includes expenses relating to the acquisition of a vehicle in her summary of monthly expenses. In reply the respondent indicates that he is “willing to transfer” the vehicle to the applicant. I am satisfied that an order be granted that the applicant retain usage of the Auris pendente lite, including the maintenance of the vehicle and paying the insurance and licensing fees in respect thereof. (See: Van der Spuy v Van der Spuy 1980 (3) SA 638 (CPA) at 642H-643A).
[4] According to the respondent the applicant was employed until “at least 2002”. From the papers it is thus clear that the respondent maintained the applicant at least for the last 14 years of their 23 year marriage. It is not disputed that applicant is currently unemployed and left the communal home with only the Auris and her personal clothing, finding accommodation with her family on a farm in Kroonstad. She avers that the present housing arrangement cannot continue indefinitely as she would have to move to a city like Kroonstad or Bloemfontein in order to obtain employment. Although respondent reacts to the listed expenses of applicant by indicating that they are exorbitant and that applicant “is well able to maintain herself”, it was conceded by counsel for the respondent at the onset of the proceedings that the applicant is entitled to maintenance pendente lite. I am indeed satisfied that the applicant has made out a proper case that she is entitled to such maintenance. I do not intend dealing with every expense listed by applicant as it was canvassed fully during hearing of argument.
[5] In support of her prayer for relocation costs pendente lite, the applicant lists expenses relating to furnishing a rental residence. These include a bed, sofa set, television, washing machine, crockery and cutlery. Respondent in reaction hereto insists that the applicant is not entitled to relocation costs in the present application and that the costs claimed by the applicant are excessive. That the respondent acknowledges that the applicant would be in need of furnishing her home can be gleaned from his introduction before dealing ad seriatim with the applicant’s founding affidavit. He annexes correspondence relating to settlement proposals in which he tendered lounge, bedroom and dining room suites and a computer from the communal home “in order to assist” the applicant “with her relocation”.
[6] In pursuing his argument that I should include a separate order for relocation costs, I was referred by the applicant to W v W (32130/2014) [2014] ZAGPPHC 768. Kubushi J was prepared to grant under a separate heading a lump sum for relocation costs. I am not persuaded that I should follow the decision on that basis for the reasons stated herein later.
[7] In supporting the submission that the applicant cannot claim for relocation costs pendente lite, counsel for respondent relied on Greenspan v Greenspan 2000 (2) SA 283 (C) where the learned judge held that lump sums cannot be awarded in terms of Rule 43 and accordingly dismissed, inter alia, the claim for cost of relocation. In coming to this conclusion, some reliance was placed on the full bench decision in Zwiegelaar v Zwiegelaar 1999 (1) SA 1182 (C) at 1184-1185. The High Court’s decision in Zwiegelaar was overturned on appeal by the Supreme Court of Appeal and reported as Zwiegelaar v Zwiegelaar 2001 (1) SA 1208 (SCA). Chetty AJA writing on behalf of the court found as follows at 1213 par [16]:
“Whilst the section may envisage periodic payments these need not be equal. In principle there can be no objection to an order which in effect makes provision for fixed monthly payments but in respect of one or more months makes provision for the payment of an increased amount, or provides for recurring, unquantified future amounts such as medical expenses or school fees - cf Schmidt v Schmidt 1996 (2) SA 211 (W). In doing so, the court must of course take into account the prospective means of the parties and the ability of the party in
respect of whom the order is made to comply therewith. By way of example, the sum of R50 000 awarded to the appellant could have been spread over the first ten months and the respondent ordered to pay R13 000 per month over that period and R8 000 per month thereafter. Mr Cloete did not dispute that Louw J could legitimately have done so to give effect to what he intended.”
[8] Not only does it go without saying that I am bound by this decision, but I am in respectful agreement therewith. I fail to see why the principle enunciated would not be applicable in Rule 43 applications. Although therefore I cannot award a separate amount for relocation costs I am entitled to order monthly payments (pendente lite) even though those amounts may not be equal. Should I therefore find (which I do) that the applicant as part of her maintenance needs an amount to relocate and the respondent can afford it, I cannot fathom why I should not make provision therefore in the order.
[9] In as far as the respondent objected to the expenses listed by the applicant for relocation as being excessive, I am in agreement with him. I do not intend to deal with every expense individually, but where the applicant claims for instance an amount of R 699.00 for a kettle, R 8 000.00 for a washing machine and R 12 290.00 in respect of a mattress and base set, I am of the view that she would be able to purchase items at a more affordable price. I am satisfied that an amount of R 30 000,00 is appropriate.
[10] The applicant’s entitlement to maintenance pendente lite is dependent upon the marital standard of living of the parties, the applicant’s actual and reasonable requirements and the capacity of the respondent to meet such requirement. The respondent, a property developer and sole proprietor of, inter alia, U. Ontwikkelings, avers that he earns a net monthly income of approximately R 29 527.00. He stresses that this is an “estimate”. Applicant invited the respondent to fully deal with his income. He elected to do so by annexing the South African Revenue Service ITA34 documentation in respect of U. Ontwikkelings instead of banking statements reflecting his personal income. The respondent is the owner of several vehicles and properties, including the communal home which he alleges is worth between R4 and R5 million. The applicant annexes proof that the said property is marketed currently for R 13 750 000.00. I have my serious doubts weather respondent disclosed his full income to me and it suffices to say that I am satisfied that he would be able to comply with the orders I intend to make.
[11] It is trite law that each case under this subrule should depend upon its own particular facts. (See: Taute v Taute 1974 (2) SA 675 (E). Maintenance pendente lite cannot be meticulously calculated, but in all the circumstances I consider an amount of R 15 000.00 to be the applicant’s reasonable monthly need for maintenance. I am further persuaded that in order for her to leave the farm and relocate she would have a further need for maintenance initially in the amount of R 30 000,00. Applying the principle laid down in Zwiegelaar supra I intend to have these needs reflected in the maintenance amount by ordering respondent to pay maintenance on a monthly basis albeit unequal amounts. I am also satisfied that the applicant has made out a proper case for a contribution towards her legal costs as prayed for.
[12] Accordingly I grant the following order pendente lite:
1. The respondent to pay maintenance to the applicant as follows:
1.1 R30 000.00 before or on 10 December 2016.
1.2 R30 000.00 before or on 3 January 2017.
1.3 R15 000.00 before or on 3 February 2017 and thereafter before or on the 3rd of every subsequent month.
2. The respondent to retain the applicant as a beneficiary on his medical aid scheme and in addition thereto pay all reasonable medical costs not covered by the said scheme.
3. The respondent to make available the Toyota Auris motor vehicle to the applicant, maintain it and pay the insurance and licensing fees in relation thereto.
4. The respondent is ordered to make a contribution towards the legal costs of the applicant in the amount of R 5 500,00 on or before 7 January 2017.
5. Costs of this application is costs in the main cause.
____
C. REINDERS, J
On behalf of the applicant: Adv. A. Sander
Instructed by:
Hill, McHardy & Herbst Inc.
BLOEMFONTEIN
On behalf of the respondents: Adv.
Beukes & Sonja Nel Attorneys
c/o Wessels & Smith
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