Professional Documents
Culture Documents
Compiled by N B VDS Family Law Study Notes Jan - June 2017
Compiled by N B VDS Family Law Study Notes Jan - June 2017
Compiled by N B VDS Family Law Study Notes Jan - June 2017
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PR + R (Satisfaction of s 21 of Children’s Act 38; Seetal v Pravitha –
not in best interest of child to scientifically prove if parent is already
presumed to be such.
Children’s Act 38 of 2005 continued - s 7 – Relates to the
implementation of the Child’s Best Interest’s, s 9 relates to the
paramouncy clause, s 18 relates to PR + R and independent decision
making for multiple guardians, again, s 18 – 23 relates to PR + R in
general and s 28(2) relates to best interest standard itself.
Chapter 4: Engagements
See Van Jaarsveld v Bridges 2010 (4) SA 558 (SCA) for question of whether
engagement should enjoy any form of legal status.
What are the requirements for a valid engagement in terms of civil law? The
validation of an engagement is subject to the adequate fitting of the definition
above, as well as certain capacity. In general, capacity to become engaged or
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conclude an engagement contract matches capacity to marry. Capacity can
be stripped away subject to being too closely related (see following chapter,
civil marriages), or already being married, as well as the general capacity to
perform juristic acts. Mentally ill people, children (girls below 12, boys
below 14) have no capacity to marry – all below these ages is void. Minors
who match or are older than this age require the consent of guardian to
conclude an engagement contract. Withdrawal of this consent terminates the
contract. Furthermore, girls below 15 and boys below 18 require the
permission of the minister of home affairs to marry as well as their
guardians.
Unless the necessary ministerial consent has been acquired, the engagement
is not binding.
How is an engagement terminated in civil law and what are the legal
consequences of this termination? As with any contract, the obligations
arising from an engagement contract may be terminated in several ordinary
contractual ways:
(1) Fulfillment of the contract through the conclusion of a marriage, (2)
Agreement and release: Parties may mutually agree to no longer be bound
by the agreement, so they would mutually release one another from their
respective performances, or (3) supervening impossibility entailing the
death of one or both of the parties – this will terminate the contract as well as
withdraw the need for consent by parents or guardians.
The last two of the above will usually have no further consequences for the
parties involved in the termination, other than the return of engagement gifts.
Unilateral but justified termination based on iusta causa (a fact or occurrence
which renders the prospect of a successful marriage unlikely) may result in
lawful termination by one party even if the other wishes to get married. For
example, one party may terminate if the other has an affair, becomes sterile,
develops a chronic disease, becomes a criminal, a drug addict, etc.
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What is a breach of promise? When a party decides to withdraw from the
engagement contract without a reason traditionally termed iusta causa. In
other words, a breach is constituted by good reason alone. The party whose
conduct results in the impossibility of performance may be liable for breach of
contract. People will also be liable for breach of contract if they have sex with
someone else, ill-treat their betrothed, break off engagement without iusta
causa.
In other words, if one gets cold feet, stops loving the other, falls in love with
another, or just decides they don’t want to get married they are potentially
liable for contractual and delictual damages. NB Van Jaarsveld v Bridges
for counter-argument by SCA, ‘these traditional views on engagement are
outdated and do not recognize the ores of our time’
Ordinarily, a person is liable under contract (ex contractu) and another can
claim specific performance and damages on the basis of positive interesse –
that is, the damages, which put the wronged party in the same position he or
she would have been in had the damages not occurred (had their been full
and faultless performance).
However, the contract of engagement is regarded as sui generis (of its own
kind), without a specific remedy or performance required or forcing the
marriage as was done in the early 18h00s through Roman-Dutch law. This is
practically understandable. To force a marriage is contra bonos mores.
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one’s job, etc. Or, when in the Guggenheim case, Ms. Guggenheim
was awarded costs for travel and packaging of moving from NYC to
Johannesburg. However, in breach of marriage contracts, courts
usually award positive interesse and not negative interesse. But in
engagement contracts courts award both, another feature that makes
this a sui generis kind of claim.
3. Delictual damages: The Actio Iniuriarum: In Guggenheim v
Rosenbaum the court held that a jilted fiancée could also bring a
delictual claim under the actio iniuriarum, to claim a solatium
(monetary compensation) for the infringement of personality rights.
The Actio mentioned above is a delictual remedy used to recover
non-patrimonial damages (pain, suffering) for the intentional
injury of personality rights. In Van Jaarsveld v Bridges the court held
that the plaintiff could only bring the actio iniuriarium successfully if the
wedding had been called off in an objectively humiliating and insulting
manner. The SMS revealed that this was not the case.
See Sepheri v Scalan 2008 (1) SCA 322 (C) Couple living in a domestic
partnership, methods of recovery available in the future if the Domestic
Partnerships Bill is passed?
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(e.g. calling off the engagement). If the losses suffered by breach are only
related to the engagement gifts, then RSA common law generally
governs and settles the matter. Unlike in marriages, there is no
legislation that directly governs the proprietary aspect of engagements.
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recognized voluntary union for life of one man and one woman to the
exclusion of all others’ Civil Marriages are now permitted between same-sex
couples, and thus civil marriage must be redefined as, “the legally
recognized voluntary union for life of two people to the exclusion of all
others.”
Civil Partnerships (see Civil Union Act mentioned above) have identical legal
standing and consequences to Civil Marriages in terms of the Marriage Act
of Civil Union Act. The only difference between civil partnerships and civil
marriages is terminological. People can choose which they would like to use.
Some choose to be civilly married; others choose to be civilly partnered. No
legal significance to this distinction, purely subjective and emotional.
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People are mentally ill if they are unable to understand the legal nature and
consequences of their acts or if they are motivated to perform the acts by
delusions caused by mental illness. People who are mentally ill have no
capacity to perform juristic acts and thus have no capacity to marry. The
marriage, should it take place, shall be declared void and have no legal effect.
Children below the age of puberty (12 for girls and 14 for boys) have no
capacity to marry. Minors over the age of puberty may conclude a civil
marriage in terms of the Marriage Act if they have the permission of their
Guardians. Boys also require consent of the Minister of Home Affairs, as
do girls under the age of 15. See notes above. Note: The Marriage Act
allows minors to marry but the Civil Union Act does not allow minors to
marry.
Mindlessly drunken marriages are not legally possible. But the onus will be
on the party alleging incapacity to prove this.
People, who are already married to someone else, or even their existing
marriage partner, may not re-marry (say, to change matrimonial property
regime). If the previous marriage has not been terminated. Customary
Marriages might allow for polygamous marriage, but cannot become civil
marriages, then.
Some people have full absolute capacity to marry but relative incapacity
to marry each other. The only legal impediment preventing people from
capacity to marry each other, in RSA law, is if they are related within the
prohibited degrees of relationships.
People who are too closely related to each other may not marry each other.
The law distinguishes between blood relationships (consanguinity
relations) and relationships created by marriage (relationships of
affinity). Further, the law distinguishes between direct lines of descent and
collateral lines. People are related in the direct line if they are ancestors or
descendants of each other (grandparents, parents). People are collaterals if
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they have a common ancestor but are not related in the direct line (siblings,
cousins, aunts, nephews). Counting the number of generational steps
between one of the collaterals and the common ancestor, and adding them to
the other collateral calculate the degrees of relationship. Siblings from the
same parent are thus collaterals to the second degree (the closest relation).
Cousins are fourth degree relations – their parents are siblings, they share a
common grandparent. See textbook page 237.
Adopted Children: Children who are adopted may not marry anyone whom
they would not have been permitted to marry if they had not been adopted
(biological parent). Likewise, adopted children may not marry their adoptive
parent/s. But an adoptive child CAN marry anyone in their adoptive family
besides their adoptive parents.
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allowed to marry someone of the opposite sex was unconstitutional. The Civil
Union Act was thus passed by Parliament, allowing same-sex couples to
marry. However, the Marriage Act was not changed or amended and so
same-sex couples can only marry in terms of the Civil Union Act, but not the
Marriage Act.
See Smith v Smith, wherein the court identified what was meant by
‘sufficiently serious’ or ‘reasonable fear’. Mr. Smith engaged young girl who
fell in love with Mr. McConnell before her wedding. She was afraid to tell her
parents or fiancée because her father was a determined man of violent
temper and of whom she stood in great fear. So she delayed informing her
parents until after wedding invitations has been sent out. In response to the
news, her parents and fiancée threatened both the girl and her new lover,
insisted that the wedding continue as planned, and they assaulted her more
than once. She went through the marriage ceremony in a dazed and acutely
distressed condition. Afterward, she remained in her room and declined to
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take part in the celebrations. The judge held that the young girl (Mrs.
Smith) was reasonably scared and her fear was sufficiently serious to
invalidate her consent. The marriage was therefore voidable on the
grounds of duress. Note: it is not necessary for the spouse to be the creator
of the fear; abstract or conditional things could be the cause for this. However,
fear of hurting a parent’s feelings, or fear of being disinherited will not be
sufficient to invalidate consent.
Grounds for annulment are not found in mistakes about beauty, riches,
nobility, name, age, religion, race, nationality, previous marital status, etc. A
marriage may be voidable, or liable to annulment, if one of the spouses
has misrepresented certain important facts that go to the heart of the
marriage, such as being pregnant by another man, or knowingly concealing
their sterility.
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A marriage must be undertaken in (1) a public and formal way. See
Minister of Home Affairs v Fourie. Valid civil marriages require that the
prescribed formalities set out in the Marriage Act are followed, or likewise for
the Civil Union Act. The formalities are almost identical.
(3) Objections: Both the Marriage Act and the Civil Union Act make provision
for lodging of objections with the marriage officer to the marriage.
(4) Proof of Age and Identity: The parties to the marriage must present their
identity documents or the prescribed affidavit to the marriage officer or they
cannot be married.
(5) The Marriage Formula S30 of the Marriage Act / S11 of the Civil Union
Act: A civil marriage will only be valid if the format of the wedding ceremony
and the minister has approved vows exchanged. This is according to both the
civil union and marriage act. Religious formulae can also be used if approved
by the minister. The crucial aspect of the marriage is that the couple must
publically agree to marry each other. They must also both the present when
the vows are exchanged. Right hand must then be held and marriage officer
must declare them married.
‘Do you, X, declare that as far as you know there is no lawful impediment to
your proposed marriage with X, here present, and that you call all here
present to witness that you take X as your lawful (husband if Marriage
Act/Spouse if C;ivil Union Act)”
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(6) Witnesses: A civil marriage will only be valid if there are at least two
competent witnesses – prevention of clandestine marriages.
(7) Place and time of wedding, Marriage Act s 29(2) / Civil Union Act s
10(2): The marriage must be solemnized in a public office or private swelling
house, with open doors.
See Ex Parte Dow, wherein MR Dow argued that his marriage be declared
void because it took place in the garden rather than inside the house. But
because the primary purpose of s 29(2) MA and s 10(2) CUA is to prevent
clandestine marriage, the court held that the garden would suffice. Marriage
officers may solemnize at any time or day of the week, but are not obliged to
do so between any other times than 8AM-4PM.
(8) Registration of the Marriage: The marriage officer, the parties to the
marriage and two competent witnesses must sign the marriage register or
other prescribed documents and forward these to the public official
responsible for the population register.
Void if the parties do not have the capacity to marry (absolute or relative). For
example, being below the age of puberty, being mentally ill, within the
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prohibited degrees of relationship, being already married. Furthermore, a
marriage will be void if it does not comply with important formal
requirements as set out in the Civil Union Act and Marriage Act (for
example if the marriage was solemnized by someone who is not a competent
marriage officer, or two competent witnesses are not present). However,
some formalities are less important than others, and can or may be regarded
as immaterial. For example see Ex parte Dow.
The difference between annulment and divorce is that when a court sets
aside a voidable marriage it annuls the marriage with retrospective effect and
the parties must be returned to the same position that they would have been
in if they had never married; the parties DO NOT share any marital
assests. However, when a court grants a decree of divorce, the Divorce Act
70 of 1979 applies to the termination of the marriage. The court can order
transfer of assests from one spouse to the other, or order a forfeiture of
patrimonial benefits. Furthermore, common law and statutory rules (in comm.
Of prop or out comm. Of prop or accrual system) can apply to the marriage.
These systems provide for the sharing of martial assests between the
spouses.
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An annulment is based on circumstances that existed at the time of the
marriage, whereas a divorce is based on circumstances that arose
during the marriage.
If and when the court issues a decree of annulment, the marriage is effectively
cancelled. The decree of annulment is retrospective. So, even if a voidable
marriage was treated as an in community of property marriage during its
existence, these economic consequences of marriage are voided and
the parties are returned to the same financial position that they would
have been in if they had never married. There is no sharing of marital
property. However, the rights of third parties who entered into legal
transactions with the parties to a voidable marriage are protected. However,
Bona fide reliance on its validity is required. The status of children born to
a voidable marriage is not altered if the marriage is annulled; hey are
regarded as the children of married parents in the eyes of the law.
Grounds for voidability: (1) Section 24A(1) of the Marriage Act provides for
the voidability of a marriage based on minority and consent from guardians.
(2) Material mistake, error in personam or error in negotio. (3) Duress (4)
Concealed existing pregnancy. (5) Impotence, being the inability to have
sexual intercourse. However, if (4) or (5) or (6) are condoned, then these
grounds cannot be applied for. Finally (6) sterility; being the inability to
procreate (also known as infertility).
15
See Venter v Venter or Van Niekerk v Van Niekerk (page 251 of textbook).
A putative marriage remains a void marriage, and the court has no discretion
to declare it valid. However, certain legal consequences will nevertheless
arise from the marriage.
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Rules:
Where both parties acted in good faith:
If the spouses did not conclude an antenuptial contact, the marriage is
deemed to have been in community of property and therefore the (putative)
joint estate is divided equally between them.
If the spouses did conclude an antenuptial contract, either of the spouses
may enforce any obligations due under the contract.
If only one of the spouses acted bona fide (see Wells v Dean-Willocks):
If the spouses did not conclude an ANC, the marriage will be deemed to be
in community of property if this favours the innocent party (as it did for Wells).
If the spouses did conclude an ANC, the innocent party can choose to
enforce the terms of the contract.
Where there are TWO innocent parties: see Zulu v Zulu 2008 (4) SA 12 (D).
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an abstraction of reality; it is just a legal concept, comprising legally binding
rights and duties that spouses cannot avoid. An agreement between spouses
that they will not fulfill their consortium duties will be invalid on the grounds
that it is against public policy.
In protecting the COV from outside interference, different threats are posed:
1. Unjustified Enrichment by the State
2. Adultery
3. Loss of Support
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constitutional South Africa. This idea is supported in the Dawood case above,
as well as in Wiese v Moolman, where the court held that any interference
with the marital consortium was a dignity violation. However, based on the
idea of public policy, spouses cannot sue each other for adultery.
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noted that the spousal duty of support is also an important aspect of the
consortium omnis vitae. The duty of support applies in all civil marriages no
matter the matrimonial property system chosen. In practice, however, when
spouses are married in community of property, the duty of support is usually
met through the joint estate.
The scope and content of the duty of support is not necessarily limited to the
bare necessities of life. It is determined by the couple’s standard of living. This
was determined in Young v Coleman. In Gammon v McClure the court held
that Mrs. Gammon had spent a proportional and thus appropriate amount on
her clothing and lodging. Her purchases were deemed in accordance with her
social status. HOWEVER, the court concluded that her spending was
unnecessary and as such the amount spent did not fall within the scope of her
husband’s duty to support her.
20
If a spouse fails to provide their owed support, the other can approach a court
for a maintenance order. The High Court has jurisdiction to order
maintenance, but most people use the cheaper and faster Maintenance Act
99 of 1998 procedure, which entitles maintenance courts to conduct these
proceedings, including both civil and criminal sanctions for non-compliance.
21
RSA law likewise recognizes that third parties have the right to claim under
these circumstances. The claim can be based on unjustified enrichment, or
negotiorum gestio.
As such, Gammon v McClure seems to be perfect for this action, rather than
the unjustified enrichment conclusion that it came to.
Unjustified Enrichment:
One of the central elements for the negotiorum gestio suit is that the
negotiorum gestor must have been aware that he or she was managing the
affairs of someone else (see above). The remedy will not be successful where
a person supplies necessary support to another but is unaware of their
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circumstances. This will usually be the case with strangers, like shopkeepers,
hospitals or plumbers. For example, in Excell v Douglas, Mr. and Mrs. Excell
were married, but had not lived together for many years. They had, through
mutual consent, separated. Mr. Excell was still obliged to support his wife,
even though they were living apart. Mrs. Excell bought clothes at Ms.
Douglas’s shop on several occasions during 1922 and 1923. She did not pay
for the clothes but instead put them on to her husbands account. In 1923 Ms.
Douglas sued Mr. Excell for the money owing, but she did not have a
contractual claims against him. Thus, the only grounds on which she could
sue, were those of unjustified enrichment. In general, a person will have an
action on the grounds of unjustified enrichment where one person’s estate is
enriched at the expense of another’s without legal cause. The remedy
requirements are:
1. The defendant has been factually enriched, and the plaintiff factually
impoverished.
2. There is a causal link between the defendant’s enrichment and the
plaintiff’s impoverishment (so the one has been uplifted at the other’s
expense).
3. There is no valid legal reason (cause) that justifies the enrichment of
the defendant at the plaintiff’s expense, or which justifies the retention
of the enrichment by the defendant.
If we apply these principles to the facts of Excell v Douglas, I can see that
Mr. Excell had a duty to support his wife. Part of this duty was to supply her
with clothing. She spent almost $350 on clothing at Ms. Douglas’s shop and
did not pay for anything. Ms. Douglas was thus impoverished to that amount.
In his duty to supply his wife, (as the argument went) Mr. Excell should have
spent that same figure. He did not, which meant that he was that amount
richer than he would have been otherwise. According to this argument, there
is a direct causal link between Mr. Excell’s enrichment and Ms. Douglas’s
impoverishment. Furthermore, there was no valid legal reason to justify this.
Mr. Douglas raised his own objections along the lines that he did not have a
duty of spousal support here, that he had already fulfilled this duty through
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allowances, and that the expenses further fell outside of the ambit of the
support duty in the first place, even if his initial rejection fell through. This is a
good general defense.
Further defenses that may be raised in this case, despite the general defense
referred to at the top of the page, follow:
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Where a third party is killed through the negligent action of a third party the
third party might be liable in delict to the surviving spouse on the grounds of
loss of support. See above.
Household necessaries are the things and services that are needed by the
members of this household, or which are needed for running the household
generally. False teeth were considered a household necessary in Johnson v
Powell. However, all households are different. Necessary is a relative word,
and when determining what it equates to, courts will look at the social status
of the household, its means and its usual standard of living. Usually expensive
non-recurring items such as cars, holidays, pianos and litigation expenses are
excluded.
Regardless of the matrimonial property system, both spouses share the duty
to pay for the items and services that are necessary in running for the joint
household. In practice, this is unimportant for couples married in community of
property, because the money will usually come from the joint estate. Couples
married out of community of property must pay for the necessary expenses of
the household on a pro rata basis according to their means. Spouses who
contribute more than their pro rata share have a right of recourse against the
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other spouse if they were married before the commencement date of the
Matrimonial Property Act (MPA) 88 of 1984. If they married after the
commencement of the MPA, they do not have rights to recourse, unless they
agreed to this in their antenuptial contract (ANC).
Spouses are jointly and severally liable to third parties for the debts that they
incur in the course of buying the items and services that are required to run
the joint household. This means that creditors can choose which spouse to
sue for repayment of the debt: creditors can sue spouses who actually
incurred the debt or they can sue the spouses jointly, or they can even sue
the non-contracting spouse, even if this spouse did not give permission for the
transaction or did not even know about it. So, even when suing the non-
contracting spouse, creditors can sue for the full amount owing on the
debt, and this spouse might or might not have the right of recourse on
the contracting spouse.
However, the spouses will only have the power to bind each other in
contract for the purchase of household necessaries if certain requirements
are met:
A valid civil marriage must exist;
A joint household must exist;
The items must qualify as household necessaries.
Note: A joint household will still exist even if one of the spouses were
temporarily absent from the home. In Reloomel v Ramsay, Dr. Ramsay was
temporarily absent having gone to Europe to do ‘war work’ during the First
World War. The court held that despite this absence, the Ramsay’s still had a
joint household and Mrs. Ramsay retained the power to bind her husband, Dr.
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Ramsay, in contract. On the contrary, in Excell v Douglas, the Excell’s had
lived apart for many years; their was no joint household and Mrs. Excell could
not bind her husband. The most important defense against a contractual claim
based on provision of household necessaries is that one or more of the core
requirements have not been satisfied. In Reloomel v Ramsay the court held
that providing a spouse with an adequate allowance was not a defense
against a contractual action based on provision of household necessaries.
Neither could the husband argue that he had forbidden the purchases
concerned – the wife’s power to bind him in contract is not based on agency
and therefore cannot be revoked by the husband, likewise for wives, of
course.
The overlap between the duty of support and the duty to provide
household necessaries obviously entails a big overlap. Very often
provision of particular items such as groceries falls under both headings.
Not all purchases fall into both headings. Obvious examples may include dog
food. Litigation services are part of the duty of support but not regarded as
household necessaries.
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regardless of the matrimonial property system or which spouse owns the
property. This extends to the use and possession of other household effects.
If one spouse breaches this (above), the other spouse can apply for a court
interdict on the actions. They can further use the mandament von spolie as
a remedy to regain these effects or accesses. See Ross v Ross, or
Oglodzinski v Oglodzinski (textbook p.272).
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Finally, if couples marry in community of property, their capacity to
perform certain juristic acts is limited.
The Births and Deaths Registration Act 51 of 1992 provides that in general
people may not change their surnames when they marry unless the Director-
General of Home Affairs has authorized the change [see s 26(1)].
BUT
This does not apply to women who marry or have been married. They do not
need official permission to assume their husband’s surnames, revert back to
their own, or create a double-barreled surname. The only exceptions to this
apply to women who were previously married or are currently married. Men,
however, must apply for permission from the director general. This seems to
be in conflict with the equality clause of s 9 of the Constitution.
This chapter examines the three main systems regulating marital property in
South African civil law. Marital property, AKA matrimonial property, means
property owned by people who are married to each other. This includes the
family home and everything else that the couple owns, from their cars and
clothes to their furniture and household appliances, as well as the funds in
their banks accounts.
Their matrimonial property system also regulates their debts. In this analysis, I
look strictly at those couples married in terms of the civil law, under the
Marriage Act 25 of 1961 and the Civil Union Act 17 of 2006. So, this
includes civil marriages and civil partnerships.
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There is a very big overlap between the rules of marital property and the
rules of spousal support. Married spouses always have an obligation to
support each other regardless of which matrimonial property system applies
to their marriage.
The in-community-of-property-system:
This is the default matrimonial property system in South African civil law. It
also applies as default to marriages in terms of African Customary law (if
there is only one wife). As such, couples who marry in South Africa will be
automatically married in com. X. prop. Unless:
30
everything they acquire whilst married automatically falls into their joint
estate. In this context, the word estate means everything a person owns as
well as everything a person owes. The estate is all their assets and all their
debts.
Note, that when a couple marries in RSA law, the invocation of marriage in
community of property is automatic. The couple does not need to sign any
documents or re-register any of the property. Note further, the spouses share
an indivisible (can’t be ‘his half’ or ‘her half’) ownership over the joint estate,
they are tied co-owners. Each spouse does not have their own half that can
be identified in any way; they have an indivisible half share of everything.
Usually, the joint estate is divided when the marriage ends, but a court can
order the division of the joint estate during the marriage according to s 20 of
the Matrimonial Property Act, and spouses can also apply to change their
matrimonial property system to divide the joint estate under s 21(1) of the
same act. Note: In community of property, when you marry your partner, you
also marry their debts.
When the marriage ends the joint estate is automatically divided in half, no
matter who put in what during the marriage. Although the general rule is that
all assests fall into the joint estate and become the joint property of the
couple, some exceptions to the rule apply.
Assests that do not fall into the joint estate: Sometimes assests do not fall
into the joint estate and are separate property, owned by only one of the
spouses. This can happen when:
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1. Assests are excluded by antenuptial contract: the spouses sign in
this contract that certain assests that they own at the time of the
wedding must be excluded from the joint estate. They can do this for
futuristic hypothetical incomes or things too. The principle pretium
succedit in locum rei and res succedit in lucm pretii, that is, ‘the
price replaces the thing and the thing replaces the money’ applies to
this separate property. So if a spouse sells an asset that they excluded
from the joint estate, the money for that asset will also remain
excluded.
2. Assests are excluded in a will or deed of donation: It is common for
people to leave property to their children in their will, with the proviso
that this property should be excluded from the joint estate if that child
happens to marry in community of property. This is known as an
exclusion clause, and it can apply to existing marriages or futuristic
marriages. These rules also apply to donations - a person making a
donation can stipulate that it should be excluded from the joint estate.
The same Latin principle above in (1) applies here too.
3. Delictual damages compensating for bodily injury inflicted by the other
spouse.
4. Other exclusions: From time to time parliament or the courts might
decide that certain kinds of assests should be excluded from the joint
estate. For example see Mazibuko v National Director of Public
Prosecutions 2009, where the court held that some of the property in
the joint estate could be rescued from forfeiture (state confiscation)
under the Prevention of Organized Crime Act 121 of 1998 and half of
this property would become the separate property of the innocent
spouse.
32
other spouse can be one of the main disadvantages of the in-community-of-
property system. If one of the partners’ goes into business that results in debt,
creditors can recover all the money owed to them from the joint estate
(includes the other partner). This means that the couple could be left with
nothing. In marriages out-of-community-of-property the other partner’s
estate is protected from the bankrupt spouse’s creditors. Even after the
marriage ends, and the joint estate has been divided, a creditor can recover a
debt only from the spouse who actually incurred it.
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spouse (like Brandon) must first use his separate property to pay the
delictual damages. However, if the delictual damages are paid from the joint
estate because his separate property is insufficient or there is none, there
must be an adjustment in favour of the innocent spouse when the joint estate
is divided because of this. The aim of this adjustment is thus to ensure
that the innocent spouse does not (in effect) land up paying half the
delictual damages. The innocent spouse must be put into the SAME
financial position, as he or she would have been if delictual damages had not
been paid from the joint estate.
When there is not enough money in the joint estate to establish this original
position through an adjustment using s 19, (perhaps the delictual damages
are greater than the value of the JE) the innocent spouse will get everything
there is in the JE and the guilty spouse will get nothing.
When spouses commit delicts against each other: The common law
provided that spouses married in community of property could never sue each
other in delict. In Tomlin v London and Lancashire Insurance Co Ltd,
delictual actions between spouses were futile because anything that one
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spouse recovers from the other comes out of the joint estate and falls back
instantly into the joint estate. As seen above in s 19 and s 18(a), in 1984 the
Matrimonial Property Act made some important changes to these
common law rules
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Transactions that need spousal consent are listed in s 15(2) and s 15(3)
of the Act:
S15 (2) lists the most important activities. For these, spouses require
WRITTEN CONSENT of the other spouse. Some of these activities require
that the written consent is witnessed by at least two competent witnesses, and
consent must be given for every transaction separately. The other spouse can
ratify most of these activities after the transaction (consent retrospectively),
provided that this happens within a reasonable time.
3rd Parties: Further, a spouse cannot sign surety for another person’s debts
without the written consent of his or her spouse. In the case Distillers
Corporation Ltd v Modise, Mr. Modise stood surety for the debts of a liquor
store. When the store was unable to pay its debts, Mr. Modise was found to
be married in community of property, and he did not have his wife’s consent to
sign the surety he had. Because what he stood surety for without consent was
not part of his daily business as a farmer, he violated the consent
requirements (see below).
Other activities that require written consent from the other spouse include
the alienation of shares or insurance policies held by the JE, the sale of
paintings or other valuable items in the JE held primarily as investments, or
the acquisition of expensive items on credit. See table on page 291 of
textbook as well as document handed out in class.
Section 15(3) lists further activities involving joint property for which spousal
consent is required. Section 15(3) consent is more informal than that required
in s 15(2). S 15(3) consent does not require written consent, can be given
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after the transaction through ratification within a reasonable period (note,
contracts for suretyship cannot be ratified later). These transactions include
selling or giving away the household furniture or other household effects.
Consent here also includes dealing with money earned by the other spouse’s
efforts. For example, dealing with the other spouse’s salary, or dealing with
another spouse’s received donation or inheritance.
Spouses cannot further donate any joint assests to third parties unless this
donation does not and probably will not unreasonably prejudice the interests
of the non-consenting spouse s 15(3)(c).
Both fraudulent and non-fraudulent intentions for donations can violate s 15(3)
(c).
S 15(6) provides that if spouses perform particular (not all) s 15(2) activities in
the ordinary course of their profession, a spouse does not require consent.
This is an exception to the rule provided in the Act, however it does not apply
to those activities listed in s 15(3).
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Enrichment remedies: If a spouse makes a prejudicial donation of money,
the person who receives the money will become the owner through
commixtio. In this situation, the spouses might have an enrichment remedy
against the person to whom the donation was made. This specific remedy is
called condictio sine causa specialis. This remedy is based on the donor’s
lack of capacity to make the donation. This enrichment is limited to the
amount by which the third party remains enriched in the day the action is
instituted, so the full amount, if any, is not necessarily reclaimable at all.
The Actio Pauliana utilis: This common law remedy is available to a wife (in
modern law, theoretically a spouse) whose husband (or spouse) has donated
property from the JE in deliberate fraud of her (or his) interests in the property.
It can be used to recover fraudulent donations.
When a non-consenting spouse is deemed to have given valid consent for the
sake of a bona fide third party in terms of s 15(9)(a), they could be seriously
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prejudiced. The JE might suffer a huge loss, therefore, s 15(9)(b) of the MPA
can be employed so that the non-consenting spouse has a remedy.
S 15(9)(b) states that when a spouse enters into a transaction that violates
section 15(2) or 15(3) and that spouse knows (or ought to reasonably know)
that he or she would probably not obtain the required spousal consent, and
the joint estate suffers a loss as a result of the transaction, the non-consenting
spouse will be entitled to an adjustment in his or her favour when the JE is
divided.
Note, this remedy is only available if all requirements are met and the JE
ACTUALLY suffers a loss from the transaction – if the consenting spouse
received a reasonably priced deal for the transfer, the non-consenting spouse
has not actually suffered because the JE has remained unaltered; no
patrimonial loss occurred.
Note further, s 15(9)(b) is not available unless the third party meets the
requirements of s 15(9)(a), and even hereafter it may not have an effect if
there is no actual loss suffered. It is also only really helpfully available if
the JE is divided, otherwise the non-consenting spouse shall have to
wait until the JE is divided to benefit from their adjustment. If the third
party does not meet the requirements, the non-consenting spouse can
recover using rei vindicatio. In principle, the 3rd party can recover the money
they paid for the item using an enrichment remedy, although they may be
prevented from doing so through the par delictum rule.
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When a spouse cannot give or unreasonably refuses to give consent:
Spouses married in community of property require their partner’s consent to
perform the transactions listed in sections 15(2) or 15(3) of the MPA. When a
spouse cannot possibly give or unreasonably refuses to give consent, a court
can give consent instead. This is justified in Section 16 of the MPA, which
states that where a spouse refuses or is unable to consent to section 15
transactions, the court may give the other spouse permission to perform the
section 15 transactions without spousal consent. Where refusal is involved,
the court will grant permission for the transaction only if it is satisfied that the
non-consenting spouse is behaving unreasonably, and that there is a good
reason for dispensing with the consent required [s 16(1)].
If one of the spouses thinks they have, are or will be seriously prejudiced by
the actions of the other spouse, they can apply to a court for the immediate
dissolution of the joint estate. To accept and grant the application and order,
the court must be satisfied:
The interests of the applicant spouse in the JE are being or will be
seriously prejudiced because of the actions of the other spouse, AND
No third party will be prejudiced as a result of the immediate division of
the JE (s 20).
The division can occur in a normal 50-50 split, or by another way, through
adjustment towards the innocent spouse, for example.
After this order, the court can also order further that the couple adopts a
different matrimonial property system s 20(2).
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Suspension of a spouse’s powers in terms of s 16(2): s 14 and 15(1) of
the MPA give spouses full legal capacity to deal with the JE apart from the
exceptions listed in s 15(2) and 15(3). However, if a court is satisfied that a
spouse’s interests in the JE need protection from the other spouse’s activities,
the court may suspend a spouse’s powers to deal with the JE (likely on
application by the other spouse). If a spouse violates this order, the effect of
the transactions is the same as if the spouse had violated section 15.
Interdicts: Either spouse may apply for an interdict preventing the disposing
of JE’s in a way that prejudices their interests, provided that there is no other
suitable remedy available in the MPA.
Further, in theory, a spouse can apply to have the other spouse declared a
prodigal, resulting in this person no longer having capacity to perform certain
transactions.
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owned before the marriage, everything a spouse earns or acquires during the
marriage falls into their own estate, and the all the debts incurred by a spouse
lies against the estate of the spouse who incurred them. Subject to the
Divorce Act s 7(3), when the marriage ends, each spouse walks away with his
or her own estate. With regard to their property dealings, spouses married out
of community of property are almost like legal strangers to each other.
This results in far less difficulty with regards to the administration of the
estates. Spouses are free to do whatever they wish with their own money.
Consent is not required to perform transactions or conclude contracts of any
kind, however many of these couples might become co-owners of property. If
sued in delict, they must pay from their own estates. They can sue each other
in delict for all kinds of damage, both patrimonial and non-patrimonial.
However, the spouses do have mutual duties of spousal support and they do
share responsibility for the expenses of the joint household.
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Even though spouses may be married out of community of property, they are
both still obliged to provide support to each other, and they are both
responsible in the provision of household necessaries [see MPA s 23(2)].
These obligations are proportionate to their means. Note: spouses married
out of community of property are jointly and severally liable to 3 rd parties for all
debts incurred by either of them in respect of joint household necessaries
[see MPA s 23(5)].
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The spouse whose estate increases or grows more must share some of
this growth with the spouse whose estate grows less. This can put the
latter in a far better position than a spouse married out of community of
property without accrual.
Matrimonial Property Act Section 3(1): At the end of the marriage, the
spouse whose estate shows no accrual or a smaller accrual than the
estate of the other spouse…acquires a claim against the other spouse…
for an amount equal to half of the difference between the accrual of the
respective estates of the spouses.
Calculate how much each spouse’s estate has grown during the
marriage (if a spouse’s estate has decreased during the marriage the
accrual = 0).
If one spouse’s estate has grown more than the other spouse’s estate,
work out how much more the larger growth is than the other.
The spouse whose estate has grown less is entitled to half of the
amount calculated above.
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So, the partner whose estate has grown less is entitled to half the amount by
which the growth of the other spouse’s estate exceeds the others.
Note: when a spouse dies the end value of their estate is calculated before
any inheritances are taken from the estate! However, this does not
necessarily apply to the accrual. Hence, accrual and estate end values are
often different. Think about the estate value before marriage and other
excluded growths from accrual during marriage…
These include:
Non-patrimonial delictual damages
Any asset excluded from the accrual in an ANC (note that the principle
pretium succedit in locum rei and res succedit in locum pretii: the
price replaces the thing and the thing replaces the money applies to
this) these assets must further also be excluded from the
commencement value of the estate.
Any inheritance, legacy, or donation, which the spouse receives during
the marriage (unless the person making the will or giving the donation
says that it must fall into the accrual, or the spouses agree in their
antenuptial contract that these things will fall into the accrual). The
principle above applies to these assets too.
Donations between the spouses are not taken into account when
calculating the accrual of either spouse.
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commencement values of the estates in a way that accurately reflects the
effects of inflation on the inherent value and buying-power of the money.
Here, we use the weighted average of the Consumer Price Index (CPI)
published in the Government Gazette. The CPI serves as a prima facie
proof of change in the value of money.
When spouses marry in terms of the accrual system, they must declare the
commencement value of their estate in their ANC. If this is not done, their
commencement value is deemed to be zero (unless the spouse can prove
otherwise).
ITO the MPA section 8(1) spouses may apply for immediate division of the
accrual. If one of the partners believes that their interest will, or is being
seriously prejudiced by the actions of the other partner, they can bring an
application to court for this order. The application will be granted through
order if the court is satisfied that:
The division is necessary to protect the interests of the applicant
because of the actions of the other spouse AND
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No third party will be prejudiced as a result of the immediate division of
the accrual.
The court can order the division occur in the normal way or in some other
way. The court may take into account previous prejudices, and thus favour the
innocent spouse, for example. Further, after this division, the court can order
that the couple change their matrimonial property system. If the court does
not make this secondary order, the accrual system applies to the growth
of the spouses’ estates after the division in terms of Section 8(1). The
commencement values are the values of the partners’ estates after the
court has divided the accrual in terms of s 8(1) and the spouses have
received their shares.
The ANC: If married out of community of property (once stated the exclusion
of community of property herein, because it is the default, rarely influenced by
the domicile of the husband) the ANC must further express the exclusion of
the accrual system (because it is the default of out of community marriage.
Note: all marriages discussed above must be valid civil marriages ITO RSA
law.
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The court can order that the couple’s present matrimonial property system will
no longer apply to their marriage and authorize them to enter notarial contract
regulating their future matrimonial property system.
To do before exam:
Sakai summary
NB administration of the JE practice Qs.
Write answers to the ‘after this chapter you should be able to’ found at
the beginning of each chapter. Start with and pay most attention to last
two chapters.
Course outline: relevant activities.
Learn MPA sections off-hand.
Learn cases off-hand.
Past papers.
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