Amod (born Peer) v Multilateral Motor Vehicle Accidents Fund (444/98) [1999] ZASCA 76; [1999] 4 All SA 421 (A) (29 September 1999)

78 Reportability

Brief Summary

Dependants' Action — Islamic Marriage — Right to Support — Widow's claim for loss of support following husband's death in a motor vehicle accident — Deceased and appellant married under Islamic law, with a duty of support established — Respondent's repudiation of claim based on non-recognition of Islamic marriage in civil law — Court held that the appellant's claim was valid and deserving of legal protection, entitling her to compensation for loss of support.

Comprehensive Summary

Summary of Judgment


1. Introduction


These proceedings concerned an appeal to the Supreme Court of Appeal against a judgment of the High Court (court a quo, per Meskin J) which had dismissed the appellant’s claim for damages for loss of support following the death of her husband in a motor vehicle collision.


The appellant was Hafiza Ismail Amod (born Peer), who sued as the widow of the deceased. The respondent was the Multilateral Motor Vehicle Accidents Fund, cited as defendant in the court a quo, against whom the claim was pursued under the statutory scheme then governing compensation for motor vehicle accidents. The Commission for Gender Equality was admitted as amicus curiae and made submissions in support of the appellant’s position.


The procedural history was uncomplicated and largely determinative on agreed facts. The parties placed an agreed statement of facts before the court a quo in terms of Rule 33(1), and the litigation turned on a discrete legal question: whether the Fund was legally liable to compensate a widow for loss of support where the marriage was concluded according to Islamic law but was not registered as a civil marriage under the Marriage Act 25 of 1961.


The general subject-matter of the dispute was the scope of the common-law dependant’s action (action for loss of support) and, specifically, whether a duty of support arising from a de facto monogamous Islamic marriage could found a claim for loss of support against the Fund, given that the Fund’s liability depended on whether the wrongdoer would have been liable at common law.


2. Material Facts


The material facts were largely common cause and derived from the pleadings and the agreed Rule 33(1) statement. The deceased died in a motor collision on 25 July 1993 involving a Toyota bakkie driven by M Biyela and an Opel Monza driven by the deceased. The collision was caused solely by Biyela’s negligent driving.


The deceased and the appellant were married on 18 April 1987 according to Islamic law. The agreed facts recorded that, in terms of the Islamic marriage (treated as a contract), the deceased, as husband, was obliged to maintain and support the appellant during the marriage and until its termination by death or divorce, and that he in fact did so.


It was also common cause that the Islamic marriage between the appellant and the deceased was not registered as a civil marriage in terms of the Marriage Act 25 of 1961. The appellant lodged a claim against the respondent Fund for compensation for loss of support pursuant to Article 62 of the Agreement establishing the statutory Fund under the Multilateral Motor Vehicle Accidents Fund Act 93 of 1989.


The respondent did not object to the procedural validity of the claim and did not object to the claims advanced on behalf of the children of the marriage. However, the respondent repudiated the appellant’s own claim for loss of support.


A further fact became central in the appellate reasoning: at the hearing before the Supreme Court of Appeal it was common cause that the Islamic marriage in question was de facto monogamous.


3. Legal Issues


The central legal question was whether the respondent Fund was legally liable to compensate the appellant for loss of support arising from the death of her husband, given that she was married to him by Islamic rites only and not by a civil marriage recognised under the Marriage Act.


The dispute primarily concerned the application of law to largely undisputed facts. The underlying factual matrix (negligence, death, existence of an Islamic marriage, and a duty of support in terms of that marriage) was agreed. The contested matter was whether, within the common-law dependant’s action (as the juridical basis of liability), the appellant’s right to support was a right worthy of recognition and protection by the law, including the relevance of whether civil law recognised the marriage.


A further evaluative component arose in the court’s reliance on the criterion of boni mores to assess whether the appellant’s interest should attract legal protection within the dependant’s action, and whether earlier authority (particularly relating to “potentially polygamous” marriages) should control the outcome.


4. Court’s Reasoning


The court located the claim within the historical and doctrinal framework of the dependant’s action in South African common law. It emphasised that the dependant’s action, though not part of Roman law, became recognised in Roman-Dutch law and was underpinned by the equitable proposition that dependants who lose support due to the wrongful killing of a breadwinner should be able to recover that loss from the wrongdoer. The Fund’s liability was consequential upon that foundation: it was obliged to compensate only if the negligent driver would have been liable at common law for the dependant’s loss.


The judgment treated the dependant’s action as a flexible remedy capable of adaptation. The court relied on the approach in Union Government (Minister of Railways and Harbours) v Warneke 1911 AD 657, which had expanded the remedy to recognise a husband’s claim for the loss of support of his wife. The court extracted two propositions from Warneke: first, that the remedy must be capable of adaptation to modern conditions; and second, that adaptation must remain faithful to the rationale of protecting dependants to whom the deceased owed a legal duty of support, informed in Roman-Dutch law by considerations of equity and decency.


The court treated Santam Bpk v Henery [1999] ZASCA 5; 1999 (3) SA 421 (SCA) as the most recent and instructive statement on the requirements for a dependant’s claim. From Henery, the judgment identified that a claimant must show (i) a duty to support, (ii) that the duty is legally enforceable, and (iii) that the dependant’s right to such support is worthy of protection for purposes of the dependant’s action, assessed with reference to boni mores.


Applying these requirements, the court held that the first requirement was satisfied because the agreed statement expressly recorded a duty of support arising “in terms of their Islamic marriage”. The second requirement was also treated as satisfied: the respondent’s counsel properly conceded that, during the subsistence of the marriage, a claim for support by the appellant against the deceased would not have been excipiable, which the court regarded as carrying the implication that the duty was legally enforceable.


The decisive controversy lay in the third requirement: whether the appellant’s right was worthy of legal protection in this context. The respondent’s argument sought to treat the appellant’s claim as defective because the marriage was not recognised as a civil marriage, and because any duty of support was seen as merely contractual rather than an incident of a civil-law marriage. In support, reliance was placed on Suid-Afrikaanse Nasionale Trust en Assuransie Maatskappy Bpk v Fondo 1960 (2) SA 467 (A), which had rejected a dependant’s claim by a widow married under customary law on the basis that she had not shown she was married in a form recognised by common law.


The court expressed substantial difficulty with the approach in Fondo. It rejected the notion that the correct inquiry was whether the marriage was “lawful at common law”, and instead endorsed the Henery approach: the proper inquiry is whether the deceased owed a legal duty of support and whether the dependant’s right to that support is one that, in the circumstances, deserves legal protection for purposes of the dependant’s action.


On the criterion of boni mores, the court treated the case as involving a solemn, de facto monogamous marriage concluded under the tenets of a major religion, with public ceremony, formalities, and reciprocal obligations. The judgment reasoned that denying protection to the duty of support in such a relationship would effectively rest on the untenable premise that only duties of support arising from marriages recognised within one faith or philosophy should be protected to the exclusion of others. The court considered that such a premise was inconsistent with an emerging and consolidating societal ethos of tolerance, pluralism, and religious freedom, which (on the court’s analysis) was already firmly present by the time the cause of action arose in July 1993.


The judgment contrasted earlier jurisprudence (including cases that had rejected recognition of Islamic marriages as civil marriages on the basis that they were “potentially polygamous”) with more recent constitutional-era thinking reflected in Ryland v Edros 1997 (2) SA 690 (C). The court treated these shifts as relevant to how boni mores should be identified at the relevant time. It also regarded it as significant that statutory intervention had reversed Fondo’s effect for customary marriages through section 31 of the Black Laws Amendment Act 76 of 1963, and that the remaining differential treatment would entail inequality and arbitrariness inconsistent with the prevailing societal ethos.


The court addressed concerns about “unacceptably widening” the dependant’s action by recognising duties arising contractually. It held that recognition would not follow from the existence of a contractual duty alone: the claimant must show a legally enforceable duty of support and that the duty arises from a solemn marriage in accordance with a recognised and accepted faith, and that the right is worthy of protection for purposes of the dependant’s action. The judgment further reasoned that recognising a particular incident of an Islamic marriage for this special purpose did not entail recognition of all other incidents of such marriages in other contexts.


The court also rejected the suggestion that the remedy should be left solely to the Legislature. While accepting that legislative reform was possible, it held that courts may interpret and develop the common law consistently with its principles to meet an identified need, and considered there to be no policy impediment or risk of doctrinal entanglement in religion, because the issue could be resolved by applying common-law principles governing the dependant’s action.


Although constitutional arguments were advanced (including reliance on section 35(3) of the Interim Constitution and reference to section 39(2) of the 1996 Constitution), the court stated that it reached its conclusion without reliance on those provisions and therefore found it unnecessary to decide their application to a cause of action arising before the Interim Constitution commenced.


5. Outcome and Relief


The Supreme Court of Appeal upheld the appeal and set aside the order of the court a quo. The parties were agreed that if the appellant succeeded on the legal issue, she was entitled to judgment in the amount of R 250 000, which was the agreed quantum of her damages for loss of support.


The court substituted the order of the High Court with an order directing the respondent to pay the appellant R 250 000 as damages for loss of support and to pay the costs of the action in the court a quo. The respondent was further ordered to pay the appellant’s costs in the proceedings to obtain leave to appeal, and the costs of the appeal in the Supreme Court of Appeal.


Cases Cited


Union Government (Minister of Railways and Harbours) v Warneke 1911 AD 657.


Abbot v Bergman 1922 AD 53.


Santam Bpk v Henery [1999] ZASCA 5; 1999 (3) SA 421 (SCA).


Zimnat Insurance Co Ltd v Chawanda 1991 (2) SA 825 (ZS).


Suid-Afrikaanse Nasionale Trust en Assuransie Maatskappy Bpk v Fondo 1960 (2) SA 467 (A).


Nkabinde v SA Motor & General Insurance Co Ltd 1961 (1) SA 302 (N).


Seedat's Executors v The Master (Natal) 1917 AD 302.


Ismail v Ismail 1983 (1) SA 1006 (A).


Mlisane v South African Eagle Insurance Co Ltd 1996 (3) SA 36 (C).


Langemaat v Minister of Safety and Security and Others 1998 (3) SA 312 (T).


Fraser v Children's Court, Pretoria North, and Others 1997 (2) SA 261 (CC).


Bronn v Fritz Bronn’s Executors (1860) 3 Searle 313.


Ryland v Edros 1997 (2) SA 690 (C).


Du Plessis and Others v De Klerk and Another [1996] ZACC 10; 1996 (3) SA 850 (CC) (1996 (5) BCLR 658).


Minister van Polisie v Ewels 1975 (3) SA 590 (A).


Administrateur, Natal v Trust Bank van Afrika Bpk 1979 (3) SA 824 (A).


Baindail v Baindail [1946] 1 All ER 342 (CA); [1946] P 122.


Sinha Peerage case [1946] 1 All ER 348n (Committee of Privileges).


Chaudhry v Chaudhry [1975] 3 All ER 687 (Fam); [1976] Fam 148.


Imam Din v National Assistance Board [1967] 1 All ER 750 (QB); [1967] 2 QB 213.


Re Sehota (deceased) Surjit Kaur v Gian Kaur and another [1978] 3 All ER 385 (Ch).


Amod v Multilateral Motor Vehicle Accidents Fund [1998] ZACC 11; 1998 (4) SA 753 (CC).


Legislation Cited


Multilateral Motor Vehicle Accidents Fund Act 93 of 1989 (including reference to Article 62 of the Agreement establishing the Fund).


Marriage Act 25 of 1961 (including section 29(2)).


Black Laws Amendment Act 76 of 1963 (section 31).


Constitution of the Republic of South Africa Act 200 of 1993 (Interim Constitution) (section 35(3)).


Constitution of the Republic of South Africa, 1996 (section 39(2)).


Rules of Court Cited


Uniform Rules of Court, Rule 33(1).


Held


The court held that the respondent Fund was legally liable to compensate the appellant for loss of support arising from the negligent killing of her husband, notwithstanding that the marriage was concluded according to Islamic rites and was not registered as a civil marriage.


It held that, for purposes of the common-law dependant’s action, the decisive inquiry is not whether the marriage was recognised as a lawful civil marriage at common law, but whether the deceased owed the claimant a legally enforceable duty of support and whether the claimant’s right to that support is worthy of legal protection, assessed with reference to boni mores. On the facts, the duty of support in a de facto monogamous Islamic marriage was regarded as deserving recognition and protection.


Accordingly, the appeal succeeded and the respondent was ordered to pay R 250 000 in damages and the appellant’s costs (in the court a quo, the leave to appeal proceedings, and the appeal).


LEGAL PRINCIPLES


The dependant’s action in South African common law is a remedy that has historically been treated as flexible and capable of adaptation to modern conditions, provided that such development remains faithful to its underlying rationale of compensating dependants for loss of support caused by wrongful killing.


A claimant in a dependant’s action must establish that the deceased owed the claimant a duty of support, that the duty was legally enforceable, and that the claimant’s right to support is worthy of protection by the law for purposes of the dependant’s action. The assessment of whether the right is worthy of protection is determined with reference to boni mores.


In applying the criterion of boni mores, the court may have regard to societal values prevailing at the time the cause of action arose. The judgment applied that evaluative criterion to conclude that a legally enforceable duty of support arising from a solemn, de facto monogamous marriage concluded in accordance with the tenets of a recognised religion (here, Islam) is a right that may properly attract protection within the common-law dependant’s action, even if the marriage is not registered under the civil marriage legislation.


The recognition of a duty of support for the limited purposes of the dependant’s action does not, in itself, entail recognition of all other incidents of the underlying relationship in other areas of law.

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Amod (born Peer) v Multilateral Motor Vehicle Accidents Fund (444/98) [1999] ZASCA 76; [1999] 4 All SA 421 (A); 1999 (4) SA 1319 (SCA) (29 September 1999)

REPORTABLE
Case No: 444/98
IN THE SUPREME COURT OF APPEAL OF
SOUTH AFRICA
In the matter between:
HAFIZA ISMAIL
AMOD (born PEER)
APPELLANT
(Plaintiff in the court
a quo
)
COMMISSION FOR
GENDER EQUALITY
AMICUS CURIAE
and
MULTILATERAL MOTOR
VEHICLE
RESPONDENT
ACCIDENTS FUND
(Defendant in
the court
a quo
)
CORAM:
MAHOMED CJ, OLIVIER, ZULMAN JJA, FARLAM and MADLANGA
AJJA
HEARING DATE:
13 SEPTEMBER 1999
JUDGMENT DATE:
29 SEPTEMBER 1999
SUMMARY:
Dependant’s action - widow and deceased husband married in
terms of Islamic law -
de facto
monogamous marriage - right of spouse to
support in such a union worthy of public recognition and protection by the law -
Multilateral
Motor Vehicle Accidents Fund legally liable to compensate widow for
loss of support of her
husband.
JUDGMENT
MAHOMED CJ/
MAHOMED CJ
[1] The appellant instituted an action against the
respondent in the court
a quo
for the payment of damages suffered by her
as a result of the death of the deceased in a motor car accident. From the
pleadings
and the agreed statement in terms of Rule 33(1) the following appear
as common cause between the parties:
(a) The deceased died in a motor collision on 25 July 1993 between a Toyota
“bakkie” driven by one M Biyela and an Opel
Monza driven by the
deceased.
(b) The sole cause of this collision was
the negligent driving of Biyela.
(c) The deceased and the appellant were
married according to Islamic Law on 18 April 1987.
(d) “In terms of
their Islamic marriage, which is a contract, the deceased as husband was obliged
to maintain and support the
[appellant] during the course of the marriage and
until termination thereof by death or divorce and in fact did
so.”
(e) The Islamic marriage between the appellant and the deceased
was not registered as a civil marriage in terms of the provisions
of the
Marriage Act of 1961.
(f) The appellant duly lodged a claim against the
respondent for compensation for loss of support by reason of the death of the
deceased
pursuant to the provisions of Article 62 of the Agreement establishing
the Multilateral Motor Vehicle Accidents Fund Act 93 of 1989.
(g) The
respondent did not object to the procedural validity of this claim or to the
claim made on behalf of the children of the marriage
but it nevertheless
repudiated the appellant’s own claim for loss of support.
[2] On
these facts the court
a quo
was required to resolve the following
issue:
“Is the [respondent] legally liable to compensate [the appellant] for loss
of support of her deceased husband to whom she was
married by Islamic
Rites?”
[3] The court
a quo
(per
Meskin J) answered
that
question in the negative, but Counsel appearing
before us on appeal were agreed that if it was wrong in that conclusion, the
appellant
was entitled to judgment in the sum of R 250 000 which was the agreed
sum of damages suffered by her in consequence of the loss of
her husband’s
support.
[4] Before the present appeal was heard, the Commission for
Gender Equality applied to be and was admitted as an
amicus curiae
. It
was represented at the hearing by Mr M Chaskalson (with him Miss A Kalla) both
acting
pro amico
and the Court wishes to express its appreciation to
Counsel for the full and competent arguments which they advanced in support of
their submissions.
[5] Both Mr Omar who appeared for the appellant and Mr
Chaskalson contended that on a proper analysis of the existing relevant common
law rules of application, a claim for loss of support made on behalf of a Muslim
widow in the position of the appellant, is sound
in law. In the alternative it
was submitted that, if the existing state of the common law did not support such
a claim, the common
law should properly be developed to accommodate the claim in
terms of section 35(3) of the interim Constitution, Act 200 of 1993
(which was
of application when the action in the court
a quo
commenced).
The Historical Origins and Evolution of the Dependant’s Action in
the Common Law
[6] The death of a breadwinner who has a duty to support the
dependants of the breadwinner undoubtedly causes loss to such dependants.

These dependants should in equity therefore be able to recover such loss from a
party who has unlawfully caused the death of the
breadwinner by any act of
negligence or other wrongful conduct. This is the rationale for the
dependant’s action. That remedy
was unknown in Roman Law. It came
however to be recognised and firmly entrenched in Roman Dutch Law, under the
influence of the
Germanic custom concerning the institution of the
zoengeld
and the philosophy of natural law as developed by medieval and
sixteenth century theologians.
[1]
It
constitutes the juristic basis for any claim which the appellant might have
against Biyela and therefore against the respondent
which is only obliged to
compensate the dependants of a deceased for losses suffered by them in
consequence of a motor accident caused
by the negligent or other unlawful
conduct of the driver of the relevant motor vehicle, if such a driver would have
been liable for
such losses at common
law.
[2]
[7] The precise
scope of the dependant’s action is unclear from the writings of the old
Roman Dutch Jurists. De Groot extends
it to “those whom the deceased was
accustomed to aliment
ex officio
, for example his parents, his widow, his
children . . . .”
[3]
This and
other passages in De Groot’s writings perhaps support his suggestion that
the action was competent at the instance
of any dependant within his broad
family whom he in fact supported whether he was obliged to do so or not but this
is unclear.
[4]
The same uncertainty
but tendency to extend the dependant’s action to any dependant enjoying a
de facto
close familial relationship with the breadwinner is also
manifest in Voet 9.2.11 who seeks to accord the dependant’s action
to the
breadwinner’s, “wife, children and the like” (“
uxori,
liberis,
similibusque
”).
[5]
[8] What
the old writers appear anxious to recognise is that members of the
family
of the deceased had a right to enforce a claim for the loss of such support
resulting from the death of the deceased (or injury to
him) caused by the
unlawful acts of the defendant. This was a right worthy of public recognition
and protection by the law.
[9] For this reason the Court in
Union
Government (Minister of Railways and Harbours) v
Warneke
[6]
was able to recognise
the dependant’s claim of a
husband
for the loss of support of his
wife. The Court recognised that no dependant’s action at the instance of
the husband was mentioned
in the old authorities, but this was because “it
never occurred to the jurists of the seventeenth century to extend this remedy
to a husband.” It was held that there was no reason why our courts should
not adapt the
Lex Aquilia
to the conditions of modern life, in this
respect “as far as that can be done without doing violence to its
principles.”
[7]
[10] Two
important propositions appear clearly from the case of
Union Government v
Warneke
. The first is that the dependant’s action was a flexible
remedy, which needed to be adapted to modern conditions. The second
is that in
determining the process of adaptation regard had to be had to the rationale for
the remedy, which was to afford relief
to dependants whom the deceased had a
legal duty to support, even if the duty arose out of natural law.
Considerations of equity
and decency informed the duty of support in Roman Dutch
Law.
[8]
[11] The flexibility
of the dependant’s action has since the case of
Union Government v
Warneke
, repeatedly been utilized to afford the benefit of the remedy to
classes not expressly mentioned in the old authorities. In
Abbot v
Bergman
[9]
it was extended to
accommodate the claim of a husband for the loss of support of his injured wife.
In
Santam Bpk v Henery
[10]
it
was used to uphold the claim of a divorcee who was not even married to the
deceased at the time of the death of the deceased but
was receiving maintenance
payments from him pursuant to an order of maintenance made in Court and in
Zimnat Insurance Co Ltd v
Chawanda
[11]
the Supreme
Court of Zimbabwe held that a widow married to the deceased by African Customary
law was also entitled to the protection
of the dependant’s
action.
[12]
Santam Bpk v Henery
is the most recent reported
decision of this Court relevant to the proper approach to be adopted in
assessing the validity of a dependant’s
claim for loss of support. The
judgment of Nienaber JA who wrote on behalf of a unanimous Court manifests the
following:
[12]
(a) The claimant for loss of support resulting from the unlawful killing of the
deceased must establish that the deceased had a duty
to support the
dependant.
(b) It had to be a legally enforceable
duty.
(c) The right of the dependant to such support had to be worthy of
protection by the law.
(d) The preceding element had to be determined by the criterion of
boni
mores
.
(e) Thus approached, the claim of a widow who had been divorced at the date of
the death of the deceased but who had been entitled
to support from him, by
virtue of an order of maintenance made by a Court, could be accommodated within
the legitimate parameters
of the dependant’s action in the common law
because:
i the deceased had a duty to support the claimant who was his former
wife;
ii. that duty was legally enforceable;
iii. the right of the former
wife to such support was a right which was worthy of protection by the law, for
the purposes of the dependant’s
action; and
iv. the last assessment was justified by the criterion of
boni
mores
.
[13] On the approach adopted above, it accordingly becomes
necessary to determine whether the claim of the appellant in the present
matter
satisfies the relevant tests which have to be applied in assessing its legal
legitimacy.
[14] The first requirement in paragraph [12] appears clearly
to be satisfied, because the agreed statement between the parties records
that
the deceased had a duty to support the appellant “in terms of the Islamic
marriage which is a contract.”
[15] Moreover, it was, in my view, a
duty which was legally enforceable and therefore satisfies the second
requirement. In his fair
and able argument, Mr Pammenter SC who appeared for
the respondent properly conceded that a claim for support made by the appellant
against the deceased during the subsistence of the marriage would not be
excipiable in law. This concession carries the necessary
implication that it
was legally enforceable.
[16] It was nevertheless contended that the
appellant’s claim against the respondent should fail because:
(a) the marriage between her and the deceased did not enjoy the status of a
marriage in the civil law;
(b) any legal duty which the deceased had to support the appellant was therefore
a contractual consequence of the union between them
and not an
ex lege
consequence of the marriage
per se
;
(c) the dependant’s action for loss of support was an
“anomalous” remedy which should not be extended to accommodate
claims for loss of support undertaken contractually but not flowing from the
common law consequences of a valid
marriage.
[17] In support of this attack on the
appellant’s claim, we were referred to the case of
Suid-Afrikaanse
Nasionale Trust en Assuransie Maatskappy Bpk v
Fondo
[13]
in which it was held
that a claim for loss of support brought against the appellant insurer by a
widow of a customary marriage between
her and the deceased was bad in law. We
were also referred to cases such as
Seedat's Executors v The Master
(Natal)
[14]
and
Ismail v
Ismail
[15]
in which it was held
that marriages solemnized in accordance with Islamic law only did not enjoy the
status of marriage in the civil
law, because they were “potentially
polygamous.” I have a number of difficulties with the approach which was
adopted
in
Fondo’s
case.
[18] My main difficulty is with the
test the Court applied in assessing whether the claim for loss of support made
by the widow in
a customary marriage was good in law. It was
held
[16]
that it was not sufficient
for her to establish that the deceased had a legal duty to support her during
the subsistence of the
marriage and that he in fact did so. She had to go
further and show that she was the lawful wife of the deceased in terms of a
marriage
which was recognised by the common law as a lawful marriage. It was
held that
[17]
the widow had to fail
in her claim, because the relevant system of customary law in terms of which she
was married permitted polygamy
and that fact, it was said, made her marriage
invalid in the common law.
[19] In my view, the correct approach is not
to ask whether the customary marriage was lawful at common law or not but to
enquire
whether or not the deceased was under a legal duty to support the
appellant during the subsistence of the marriage and, if so, whether
the right
of the widow was, in the circumstances, a right which deserved protection for
the purposes of the dependant’s action.
This is the test adopted by this
Court in
Santam Bpk v
Henery
.
[18]
[20] The
crucial question which therefore needs to be applied is whether or not the legal
right which the appellant had to support
from the deceased during the
subsistence of the marriage, is a right which in the circumstances disclosed by
the present case, deserves
recognition and protection by the law for the
purposes of the dependant’s action. In my view it does, if regard is had
to
the fact that at the hearing before us it was common cause that the Islamic
marriage between the appellant and the deceased was a
de facto
monogamous marriage; that it was contracted according to the tenets of a major
religion; and that it involved “a very public
ceremony, special
formalities and onerous obligations for both parents in terms of the relevant
rules of Islamic law
applicable.”
[19]
The
insistence that the duty of support which such a serious
de facto
monogamous marriage imposes on the husband is not worthy of protection can only
be justified on the basis that the only duty of support
which the law will
protect in such circumstances is a duty flowing from a marriage solemnized and
recognised by one faith or philosophy
to the exclusion of others. This is an
untenable basis for the determination of the
boni mores
of society. It
is inconsistent with the new ethos of tolerance, pluralism and religious freedom
which had consolidated itself in
the community even before the formal adoption
of the interim Constitution on 22 December 1993. The new ethos had already
begun in
1989 with the publication of the report on Group and Human Rights by
the South African Law Commission, recommending the repeal of
all legislation
inconsistent with a negotiated bill of fundamental
rights;
[20]
it accelerated with the
speech of the former State President on 2 February 1990 and the unbanning and
the visibility of the previously
prohibited political movements and it finally
became irreversible with the commencement and conclusion of negotiations at
CODESA
from 1991 until 1993. The new ethos was firmly in place when the cause
of action in the present matter arose on 25 July 1993.
[21] This new
ethos is substantially different from the ethos which informed the determination
of the
boni mores
of the community when the cases which decided that
“potentially polygamous” marriages which did not accord with the
assumptions
of the culturally and politically dominant establishment of the time
did not deserve the protection of the law for the purposes of
the
dependant’s action. This is evident from the form and the language in
which those assumptions were sometimes articulated
during those times. In
holding that the child of a marriage according to Muslim law could not enjoy the
status of legitimacy the
Cape Supreme
Court
[21]
in 1860 had said:
“Now marriage is a condition Divine in its institution, originating with
our first parents; therefore older than the Jewish
Dispensation, and it is only
by the development of Christianity that the sacred and mysterious union has been
clearly revealed to
mankind, and has enjoined a strict observance of its
requirements, and one of the first of these requirements is, amongst all
Christian
nations, that polygamy is unlawful, and that marriage is only good
when contracted with a man who is not already married to another
woman.”
“. . . I trust that in a short time . . . the sacred institution of
marriage will be brought by some well devised law within
the reach of the people
of this Colony who have not yet embraced the greater blessings which they would
obtain by Christian marriage,
by which I mean of course marriage to one wife,
which, among the heathen ought to be sanctioned and encouraged by law. It is,
even
amongst them, an institution of a divine character - a glimmer of the light
once shining in Paradise, which is still vouchsafed to
them.”
“Equally so with the Mohammedans. If what they call marriage is not what
we call marriage, in its essential requirements,
but what the jurisprudence of
even Christian Rome under the Emperors, up to the time of Leo the Philosopher,
would call a recognised
concubinage - we cannot, because of the ambiguity of the
expression, make that marriage which is a wholly different relation.”
[22] The contrast between the ethos which informed the
assessment of
boni mores
in this kind of approach and the ethos which had
come to inform the same assessment in more recent times is evident from the
judgment
of Farlam J in
Ryland v
Edros
[22]
where the following is
stated:
“Can it be said, since the coming into operation of the new Constitution,
that a contract concluded by parties which arises
from a marriage relationship
entered into by them in accordance with the rites of their religion and which as
a fact is monogamous
is `contrary to the accepted customs and usages which are
regarded as morally binding upon
all
members of our society' or is
`fundamentally opposed to
our
principles and institutions'? (In each case
the emphasis is mine.)
I think not. I agree with Mr Trengove's submission that it is quite inimical to
all the values of the new South Africa for one group
to impose its values on
another and that the Courts should only brand a contract as offensive to public
policy if it is offensive
to those values which are shared by the community at
large, by all right-thinking people in the community and not only by one section
of it.
It is clear, in my view, that in the
Ismail
case the views (or presumed
views) of only one group in our plural society were taken into
account.”
[23] I have no doubt that the
boni
mores
of the community at the time when the cause of action arose in the
present proceedings would not support a conclusion which denies
to a duty of
support arising from a
de facto
monogamous marriage solemnly entered into
in accordance with the Muslim faith any recognition in the common law for the
purposes
of the dependant’s action; but which affords to the same duty of
support arising from a similarly solemnized marriage in accordance
with the
Christian faith full recognition in the same common law for the same purpose;
and which even affords to polygamous marriages
solemnized in accordance with
African customary law exactly the same protection for the same purpose, (by
virtue of the provisions
of section 31 of the Black Laws Amendment Act 76 of
1963 which reverses the consequences of the
Fondo
[23]
judgment in respect
of customary marriages). The inequality, arbitrariness, intolerance and
inequity inherent in such a conclusion
would be inconsistent with the new ethos
which prevailed on 25 July 1993 when the cause of action in the present matter
commenced.
The
boni mores
of the community would at that time support
the approach which gave to the duty of support following on a
de facto
monogamous marriage in terms of the Islamic faith the same protection of the
common law for the purposes of the dependant’s
action, as would be
accorded to a monogamous marriage solemnized in terms of the Christian faith.
This important shift in the identifiable
boni mores
of the
community must also manifest itself in a corresponding evolution in the relevant
parameters of application in this area.
“The common law is not to be
trapped within the limitations of its
past.”
[24]
If it does not do
this it would risk losing the virility, relevance and creativity which it needs
to retain its legitimacy and effectiveness
in the resolution of conflict between
and in the pursuit of justice among the citizens of a democratic society. For
this reason
the common law constantly evolves to accommodate changing values and
new needs.
[25]
[24] I have
deliberately emphasised in this judgment the
de facto
monogamous
character of the Muslim marriage between the appellant and the deceased in the
present matter. I do not thereby wish
to be understood as saying that if the
deceased had been party to a plurality of continuing unions, his dependants
would necessarily
fail in a dependant’s action based on any duty which the
deceased might have towards such dependants. I prefer to leave that
issue
entirely open. Arguments arising from the relationship between the values of
equality and religious freedom - now articulated
in the Constitution but
consolidated in the immediate period preceding the interim Constitution - might
influence the proper resolution
of that issue.
[25] Mr Pammenter, on
behalf of the respondent, quite properly and frankly conceded that a view of the
common law which discriminated
between marriages in terms of the Muslim religion
and marriages in terms of any other religion or faith was quite indefensible.
He argued nevertheless that Muslim couples, like any other couples are free to
solemnize their marriage in terms of the Marriage
Act, and thus acquire for
their relationship the status of a civil marriage. They therefore suffered no
special discrimination on
the grounds of their faith.
Although this
may not be entirely clear I shall assume that such Muslim couples would be
entitled to the solemnisation of their marriage
in terms of the Marriage Act
even if the husband were to declare to the Marriage Officer that in terms of his
faith he retained the
right to contract a further marriage during the existence
of the marriage which was about to be solemnized and even if the wife was
to be
represented as she was in this case by
proxy.
[26]
The assumption I
have made, however, does not assist my main difficulty with the case sought to
be made on behalf of the respondent.
It is simply this: For the purposes of the
dependant’s action the decisive issue is not whether the dependant
concerned was
or was not lawfully married to the deceased, but whether or not
the deceased was under a legal duty to support the dependant in a
relationship
which deserved recognition and protection at common law. If the marriage
between the dependant and the deceased was
a valid marriage in terms of the
civil law, she would of course have the right to pursue a dependant’s
claim based on the duty
of the deceased to support her but it does not follow
that if she was not so married, she should have no such right. On the analysis
I have previously made she would indeed have such a right even if she was not
validly married to the deceased in the civil law if
the deceased was under a
legally enforceable contractual duty to support her following upon a
de
facto
monogamous marriage in accordance with a recognised and accepted faith
such as Islam.
[26] It was suggested in argument that the recognition of
a dependant’s claim which is premised on a contractual duty might
unacceptably widen the scope of the dependant’s action in the common law.
It might indeed do so if the loss of support resulting
from a contractually
enforceable duty alone was sufficient to sustain the dependant’s claim.
But this is not what I have held.
What I have held is that the dependant must
show that:
(a) the deceased had a legally enforceable duty to support the dependant
and
(b) that it was a duty arising from a
solemn marriage in accordance with the tenets of recognised and accepted faith
and
(c) it was a duty which deserved recognition and protection for the purposes of
the dependant’s action.
The dependant
concerned would not succeed by establishing (a) alone. The requirement in (a)
is a
necessary
condition in terms of
Warneke
’s
case
[27]
but it is not a
sufficient
condition.
[27] It was also suggested that if a legal
duty of support arising from a contractual incident of a Muslim marriage was to
be afforded
recognition for the purposes of the dependant’s action, it
would also lead to a recognition of possibly other incidents of
such a marriage
which have neither been articulated or properly analysed in the present appeal.
That suggestion is unsound. It
is perfectly possible to recognise one incident
of such a marriage for a special purpose, without necessarily recognising any
other
incident of such marriage for that purpose or any other purpose. This is
made clear in several cases in South Africa and
abroad.
[28]
[28] It was also
contended that if the approach adopted in
Fondo’s
case
[29]
does indeed operate
harshly and inequitably on Muslim widows in the position of the appellant as I
have found, the proper remedy
is for the Legislature to effect statutory redress
as it in fact did in the case of widows who had been married by African
customary
law. I have no doubt that it would be perfectly proper for the
Legislature to enact such legislation if it considered it necessary,
but it does
not follow that the Courts should not interpret and develop the common law to
accommodate this need if it was consistent
with the relevant common law
principles which regulate the objectives and the proper ambit of the
dependant’s action in Roman
Dutch law. For the reasons I have indicated it
is legitimate and necessary to do so in the present matter. The appellant has
after
all waited for some six years to obtain proper compensation. She has
acted with vigour in seeking relief in the High Court and in
the Constitutional
Court (which held that she should first pursue her common law remedies before
this Court before invoking the constitutional
jurisdiction of that
Court).
[30]
I do not see any reason
why this Court should deny to her the relief in common law to which she is
entitled. I think Mr Chaskalson
is correct in contending that this is not a
case which involves difficult policy and political choices which should
appropriately
be left to the Legislature. Nor is there any danger that by
upholding the appellant’s claim the Court might become
“entangled”
in religiously controversial doctrines. The legal
legitimacy of the claim can be assessed purely on the proper application of
common
law principles of application to the dependant’s action without any
reference to any religious doctrine or policy.
[29] Counsel for the
respondent also relied on various dicta in the case of
Ismail v
Ismail
[31]
which was decided in
this Court in 1983.
Ismail’s
case is distinguishable from the
present appeal because it was not concerned with a dependant’s claim at
all and was in any
event decided long before the consolidation of the new ethos
to which I have referred earlier. The Court refused to enforce certain
customs
which were said to flow from a
de facto
monogamous Islamic marriage on
the grounds that potentially polygamous marriages were
contra bonos mores
and that the customs relied on were intrinsic to the potentially polygamous
union between the parties. To the extent to which these
dicta are inconsistent
with the approach I have articulated in this judgment, I must express my
respectful disagreement with them.
The alternative
argument
[30] The conclusion to which I have come is that the appellant
has a good cause of action. I have reached that conclusion without
any reliance
on either section 35(3) of the interim Constitution or section 39(2) of the 1996
Constitution. It is therefore unnecessary
for me to consider the submission of
Counsel for the appellant based on these constitutional provisions or to
consider whether either
of these sections can properly be applied in respect of
a cause of action which arose before the commencement of the interim
Constitution.
[32]
Costs
[31] No
grounds have been advanced to deny the successful party the costs that she has
incurred in pursuing her claim in this Court.
Order
[32] In the result
I make the following order:
1) The order made by Meskin J in the court
a quo
on 1 December 1997 is
substituted by the
following:
“(a) the defendant is ordered to pay to the plaintiff the sum of R 250 000
as damages for the loss of support suffered by her
in consequence of the death
of her husband Umar Sheik Amod in a motor car accident on 25 July
1993;
(b) the defendant is to pay the
costs of the action.”
2) The respondent is ordered to pay the costs of the appellant
in:
(a) all proceedings to obtain leave to appeal against the said order of Meskin
J;
(b) the proceedings on appeal to the
Supreme Court of Appeal.
I MAHOMED
CHIEF JUSTICE
Concur:
OLIVIER JA
ZULMAN
JA
FARLAM AJA
MADLANGA AJA
[1]
LAWSA (1
st
revision)
Vol 8 para 11 referred to in
Santam Bpk v Henery
[1999] ZASCA 5
;
1999 (3) SA 421
(SCA) at
425H-426A.
[2]
Mlisane v South
African Eagle Insurance Co Ltd
1996 (3) SA 36
(C) at 40
I-J.
[3]
De Jure Belli ac
Pacis
2.17.13 translated by Feenstra in
1972
Acta Juridica
234.
The
phrase “
ex officio
” is not translated or explained by
Feenstra but it is translated by Francis W Kelsey as describing the obligation
which the
deceased had towards those whom he “was accustomed to support
from a sense of duty ....” Hugo Grotius
The Law of War and Peace
translated by FW Kelsey at p
434.
[4]
See the judgment of
Nienaber JA in
Santam Bpk v Henery
(above note 1) at 426. De Groot:
Inleidinge
3.33.2 and
3.33.3.
[5]
See also
Matthaeus
II
48, 5, 7, 11; Davel
Skadevergoeding aan Afhanklikes
p 38 et
seq.
[6]
1911 AD
657.
[7]
Innes J in
Union
Government v Warneke
above note 6 at
664-5.
[8]
Langemaat v Minister
of Safety and Security and Others
1998 (3) SA 312
(T) at 316
E-F.
[9]
1922 AD
53.
[10]
Above note
1.
[11]
1991 (2) SA 825
(ZS).
[12]
Henery
above
note 1 at 427 H-J; 429 C-D; 430
D-I.
[13]
1960 (2) SA 467
(A);
also followed in
Nkabinde v SA Motor & General Insurance Co Ltd
1961
(1) SA 302 (N).
[14]
1917 AD
302.
[15]
1983 (1) SA 1006
(A).
[16]
Fondo
above note
13 at 473 C-D.
[17]
Fondo
above note 13 at 473
E-H.
[18]
Above note
1.
[19]
Description of Islamic
marriage and its consequences in
Fraser v Children's Court, Pretoria North,
and Others
1997 (2) SA 261
(CC) at para
21.
[20]
Project
58.
[21]
Bronn v Fritz
Bronn’s Executors
(1860) 3 Searle 313
at 318; 320-1; and 333. See
also
Seedat’s
case (above note 14) at
307-8.
[22]
1997 (2) SA 690
(C) at
707 E-H.
[23]
Above note
13.
[24]
Du Plessis and Others
v De Klerk and Another
[1996] ZACC 10
;
1996 (3) SA 850
(CC)
(1996 (5) BCLR 658)
at para
[86]
.
[25]
See for example
Minister van Polisie v Ewels
1975 (3) SA 590
(A) and
Administrateur,
Natal v Trust Bank van Afrika Bpk
1979 (3) SA 824
(A).
[26]
Section 29(2) of the
Marriage Act 25 of 1961 provides that a marriage officer shall solemnize any
marriage in the presence of the
parties themselves and at least two competent
witnesses.
[27]
Union
Government v Warneke
above note
6.
[28]
Ryland v Edros
above note 22 at 710D;
Fondo’s
case above note 13 at 710D;
Baindail v Baindail
[1946] 1 All ER 342
(CA) at 346,
[1946] P 122
at 128;
Sinha Peerage
case
[1946] 1 All ER 348n
(Committee of Privileges);
Chaudhry v Chaudhry
[1975] 3 All ER 687
(Fam) at 690,
[1976] Fam. 148
at
153;
Imam Din v National Assistance Board
[1967] 1 All ER 750
(QB) at
753,
[1967] 2 QB 213
at 219;
Re Sehota (deceased) Surjit Kaur v Gian Kaur and
another
[1978] 3 All ER 385
(Ch).
[29]
Above note
13.
[30]
Amod v Multilateral
Motor Vehicle Accidents Fund
[1998] ZACC 11
;
1998 (4) SA 753
(CC) at 761 para
14.
[31]
Above note
15.
[32]
Cf
Du Plessis and
Others v De Klerk and Another
above note 24 at
paras 65 and 66.