THE SUPREME COURT OF APPEAL OF SOUTH AFRICA
JUDGMENT
Reportable
Case no: 335/2021
In the matter between:
NOMGQIBELO NELLIE MASHININI APPELLANT
and
THE MEMBER OF THE EXECUTIVE COUNCIL
FOR HEALTH AND SOCIAL DEVELOPMENT,
GAUTENG PROVINCIAL GOVERNMENT RESPONDENT
Neutral citation: Mashinini v The Member of the Executive Council for Health and
Social Development, Gauteng Provincial Government (335/2021)
[2023] ZASCA 53 (18 April 2023)
Coram: ZONDI, SCHIPPERS and GORVEN JJA and MALI and SIWENDU AJJA
Heard: 15 February 2023
Delivered: This judgment was handed down electronically by circulation to the
parties' representatives by email, publication on the Supreme Court of
Appeal website and release to SAFLII. The date and time for hand-down
is deemed to be 11h00 on 18 April 2023.
Summary: Delict – action for damages based on medical negligence of public hospital
staff – claim for future medical and hospital expenses – public healthcare defence -
whether expenses for future medical treatment are reasonable and whether such
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treatment can be provided at the State hospital – defendant failed to adduce evidence
to support its contention that medical services of the same, or an acceptably high
standard available at the State hospital at no cost or less than that claimed by plaintiff
– need to develop common law not established.
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ORDER
___________________________________________________________________
On appeal from: Gauteng Division of the High Court, Pretoria ( Adams J, sitting as
court of first instance):
1 The appeal is upheld with costs including the costs of two counsel where so
employed.
2 The order of the high court is set aside and is replaced with the following order:
‘Judgment is hereby granted in favour of the plaintiff against the defendant for:
(a) payment of the sum of R3 213 564.40.
(b) payment of interest on the said sum of R3 213 564.40 at the prevailing legal
interest rate from the date of this judgment to date of final payment.
(c) payment of the plaintiff’s costs of suit, including the reasonable costs of all
medico-legal reports and joint minutes obtained by the plaintiff, and the qualifying
fees and court attendance fees of the plaintiff’s expert witnesses.
(d) the plaintiff’s claim for past hospital and medical expenses is postponed sine die.’
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JUDGMENT
___________________________________________________________________
Zondi JA (Schippers and Gorven JJA and Mali and Siwendu AJJA concurring):
[1] On 16 May 2014 the appellant, Mrs Mashinini, a 39 year old professional nurse at
Chris Hani Baragwanath Hospital, Johannesburg (Chris Hani Baragwanath Hospital),
underwent a surgical procedure at Tambo Memorial Hospital , Boksburg for the
removal of the gallbladder (laparoscopic cholecystectomy). During the procedure the
appellant su stained a major bile duct and hepatic artery injury. This required
emergency management, attempte d endoscopic management and a bile duct
reconstruction which was performed at Greys Hospital, Pietermaritzburg. As a result
of the injury arising from the failed operation , the appellant had to undergo various
surgical procedures aimed at correcting the damage.
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[2] On 18 January 2017 the appellant institut ed a n action for damages based on
medical negligence in the Gauteng Division of the High Court, Johannesburg (high
court) against the respondent, the MEC for Health and Social Development, Gauteng
(MEC) and a doctor who performed the failed operation. The appellant alleged that the
hospital staff involved were negligent and that such negligence had caused her injury
and the resultant damages. The appellant claimed for past hospital and medical
expenses, future medical expenses, future loss of earnings and general damages.
[3] In relation to the claim for future medical and hospital expenses , the MEC raised
the so-called ‘public healthcare defence ’. In broad terms , the MEC pleaded that the
court should develop the common law and order that she (the MEC) should be directed
to provide future medical treatment at Chris Hani Baragwanath Hospital , instead of
compensating the appellant in monetary terms . In due course the liability to
compensate the appellant for the injuries sustained as a consequence of the failed
surgery was conceded by the MEC and the matter proceeded only on the quantum of
damages arising from those injuries.
[4] The MEC ’s defence found favour with the high court and Adams J made the
following order:
‘(1) The plaintiff’s claim for past hospital and medical expenses is postponed sine die.
(2) In respect of those services and items listed under the claims for Specialist Surgeon’ s
Expenses in the reports of Professor Damon Bizos and Dr BH Pienaar, and in their joint minute
of the pre -trial conference held between them, the MEC is directed to ensure that these
services are rendered to, and procured for Mrs Mashinini by the Charlotte Maxeke
Johannesburg Academic Hospital (CMJAH) as and when required at the same or better level
of service than in the healthcare sector.
(3) Judgement is hereby granted in favour of the plaintiff against the defendant for:
(a) Payment of the sum of R2 084 250.40.
(b) Payment of interest on the said amount of R2 084 250.40 at the prevailing legal interest
rate from fourteen days from date of this judgement to date of final payment.
(c) Payment of the plaintiff’s costs of suit, including t he reasonable costs of all medi co-legal
reports and joint minutes obtained by the plaintiff, and the qualifying fees and court attendance
fees of her expert witnesses.’
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[5] It is apparent from th is that the appellant was not awarded damages for future
medical and surgical treatment in money. Instead, the trial court directed that these be
provided by the MEC at Charlotte Maxeke Johannesburg Academic Hospital
(Charlotte Maxeke Hospital) as and when required and at the same or better level of
service than in private health care. It is thi s part of the order with which the appellant
is not satisfied. She sought and obtained leave to appeal against this part of the order
from the high court.
[6] The issue is whether the high court was correct in not award ing the appellant the
sum of R879 314 for future medical and surgical treatment. The determination of this
issue requires an analysis of the relevant pleadings and evidence that was adduced
in the trial.
[7] The appellant claimed R1 765 000 for future medical expenses to which the MEC
pleaded the ‘public healthcare defence’ as follows:
‘8.1 The Defendant denies that it is liable to the Plaintiff for the said damages and further
pleads in the alternate that he is in a position to ensure that service and items that have been
recommended will be rendered or supplied by his Department or some other State Department
at Chris Hani Baragwanath Hospital.
8.2 The Defendant accordingly prays that, taking into account the interest of justice and acting
in terms of Section 173 of the Constitution, this Honourable Court should develop the common
law and should order that instead of being required to compensate the plaintiff in money in
respect of services referred in paragraph 3.1 above, is directed to ensure that the services are
rendered or the items are supplied.
8.3 The Defendant will be able to ensure that the services are rendered and the items are
provided, both of an acceptable quality and cost that is lower than the amount that the Plaintiff
claims.
8.4 The savings will make available more scarce resources for the state to fulfil its obligations
under section 27(2) of the Constitution.
8.5 It is accordingly in the interests of justice that an order be made that the Defendant render
services and provide items of an acceptable quality rather than compensate the Plaintiff by
way of monetary payment.’
[8] In their joint minutes the parties’ experts agreed on the nature and extent of medical
and surgical treatment that the appellant would require in the future and that an amount
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of R879 314 (after applying a 15 percent general contingency) should be provided for
such treatment, if provided in a private healthcare setting. It was not disputed by the
MEC that the appellant would need the medical services identified by the experts in
their joint minutes. What was contested by the MEC is the reasonableness of the cost
of providing such services on the sole basis that the MEC could provide the required
medical treatment at Chris Hani Baragwanath H ospital as and when required and at
the same or better level of service than in the private healthcare sector.
[9] It must be borne in mind that this is an Aquilian action. Under such an action, the
defendant is obliged to make good the difference between the value of the plaintiff’s
estate after the commission of the delict and th e value it would have had if the delict
had not been committed (Dippenaar v Shield Insurance Company Ltd).1 The purpose
of an award of damages is to compensate the victim in money terms for the loss
suffered.2 A plaintiff must allege and prove the quantum of damages suffered because
of the defendant’s wrongful act. In other words, in this instance the plaintiff must lead
evidence which establishes the reasonable and necessary cost of future medical and
hospital expenses.
[10] In Ngubane v South African Transport Services (Ngubane)3 this Court referred
with approval to the following passage in Erasmus v Davis:4
‘The onus rests on plaintiff of proving, not only that he has suffered damage, but also the
quantum thereof. Where, however, a plaintiff leads evidence which establishes the reasonable
and necessary cost of repairs to his vehicle damaged in a collision, proof of such cost would,
in my judgement, ordinarily be prima facie proof that payment to him of such cost would place
him financially in the same position as he would have been in had the collision not occurred.
If on all the evidence adduced at the trial there is nothing to show that the reasonable and
necessary cost of repairs might exceed the dimunition in value, the prima facie proof may
become proof by a preponderance of probabilities and the plaintiff has then succeeded in
proving his damages…’
1 Dippenaar v Shield Insurance Company Ltd [1979] 4 All SA 92 (A);1979 (2) SA 904 (A) at 917B.
2 Member of Executive Council for Health and Social Development, Gauteng v DZ obo WZ [2017]
ZACC 37; 2017 (12) BCLR 1528 (CC); 2018(1) SA 355(CC) para 16 (MEC for Health v DZ).
3 Ngubane v South African Transport Services 1991 (1) SA 756 (A); [1991] 4 All SA 22 (A).
4 Erasmus v Davis 1969 (2) SA 1 (A) at 9E-G.
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[11] A ‘public healthcare defence’ in the form of a ‘mitigation of damages defence’
was raised in Ngubane to oppose a claim for damages in respect of future medical
expenses and adaptive aids. There, it was submitted by counsel for the respondent,
that once the possible alternative of State medical service is raised ‘(t)here is no
general authority that a plaintiff is entitled to be awarded the costs of a private clinic in
preference to the costs of public hospital’, and that therefore ‘(w)hen the possibility
that cheaper treatment is possible than that claimed by the plaintiff it becomes his duty
in discharge of the general onus resting on him to deal with these possibilities. It is not
for the defendant to quantify his damages for him.’ This Court rejected this argument
as follows:
‘Though the onus of proving damages is correctly placed upon the plaintiff, this submission,
which is really concerned with the duty to adduce evidence, is to my mind unsound. By making
use of private medical services and hospital facilities, a plaintiff, who has suffered personal
injuries, will in the normal course (as a result o f enquiries and exercising a right of selection)
receive skilled medical attention and, where the need arises, be admitted to a well -run and
properly equipped hospital. To accord him such benefits, all would agree, is both reasonable
and deserving. For thi s reason it is a legitimate - and as far as I am aware the customary -
basis on which a claim for future medical expenses is determined. Such evidence will thus
discharge the onus of proving the cost of such expenses unless, having regard to all the
evidence, including that adduced in support of an alternative and cheaper source of medical
services, it can be said that the plaintiff has failed to prove on a preponderance of probabilities
that the medical services envisaged are reasonable and hence that the amounts claimed are
not excessive.’5
[12] This Court went on to further state that:
‘Thus in the instant case the respondent was required to adduce evidence - a “voldoende
getuienisbasis” in the words of Jansen JA - in support of its contention, that is to say, that for
the next 35 years, or for some shorter period, medical services of the same, or an acceptably
high, standard will be available to the appellant at no cost or for less than that claimed by
him.’6
This frames the matter clearly within Aquilian principles. It is crucial that this is done
within any consideration of ‘development of the common law’ since one must first
5 Ibid fn 3 at 784C-F.
6 Ibid fn 3 at 785C-D.
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determine the ambit of the common law so as to identify whether or not it requires
development in the light of the Constitution.
[13] The Constitutional Court in MEC for Health v DZ endorsed the approach that was
adopted by this Court in Ngubane when faced with the ‘public healthcare defence’. It
expressed the view that Ngubane was authority for allowing a defendant to produce
evidence that medical services of the same or higher standard, at no or lesser cost
than private medical care, will be available to a plaintiff in future. It stated:
‘If that evidence is of a sufficiently cogent nature to disturb the presumption that private future
healthcare is reasonable, the plaintiff will not succeed in the claim for the higher future medical
expenses’.7
[14] The appellant testified about the nature of her medica l condition and its
management by various specialists. She testified that during 2014 , after the failed
surgical procedure she experienced a very excruciating and bur ning pain in the
abdominal area . The intensity of the pain persisted but subsided after a surgical
procedure she underwent at Greys H ospital. The cause of pain was investigated. A n
accumulation of bile fluid in the appellant’s stomach which required to be washed out
was identified to be the source of her problem . The appellant was also treated at
Charlotte Maxeke Hospital where she was attended to by Professor Bizos. Her
medical expenses were covered by GEMS Medical Aid Fund of which she is a
member. Professor Bizos exp lained to her that she still needed to undergo further
surgical procedures in future. She was happy with the treatment she had received from
Professor Bizos and would prefer to continue with him because of his familiarity with
her medical history.
[15] Although the appellant is satisfied with the treatment she received from doctors
at Charlotte Maxeke H ospital and Chris Hani Baragwanath H ospital, she complains
about the long waiting periods at the casual ty sections at these public healthcare
facilities. Her evidence was that at these hospitals, except in emergency situations,
patients are attended to on a first come, first served basis.
7 MEC for Health v DZ para 21.
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[16] Professor Bizos testified on behalf of the appellant in the trial court. He is, among
other things, a Gastro Inte stinal Surgeon and the head of S urgical Gastroenterology
at the University of Witwatersrand. He also runs a Surgical Gastroenterology Unit at
the Charlotte Maxeke Hospital. Apart from that, he also has a small practice at Donald
Gordon Medical Centre (DGMC) where he sees some of his private patients. He is
the head of Surgery at DGMC, a private hospital owned by the University of
Witwatersrand.
[17] He confirmed that in the latter part of 2019 he attended to the appellant at
Charlotte Maxeke H ospital and also at DGMC in July 2020. His opinion was that
although the medical care which the appellant received at Charlotte Maxeke Hospital
in the past had been good, treatment in this hospital is marked by a lack of resources,
waiting periods and bed availability. This , in his view, may present a problem for the
appellant given the complexity of her clinical condition. His evidence was that the
appellant has to have access to a specialist surgeon, hepatobiliary surgeon, and a
clinical hepatologist, often on an emergency basis.
[18] Professor Bizos opined that a typical general surgeon, or physician would not
have sufficient insight to deal with the nuances of this particular case; more so in view
of the surgery that has been done. He stated that a lthough Chris Hani Baragwanath
Hospital and Charlotte Max eke H ospital have a dedicated hepatobiliary unit and
Gastro Intestinal unit respectively, unlike at the DGMC, a patient receiving treatment
there does not have direct access to a specified surgeon. A patient would have go to
the casualty section first and depending on its assessment of the patient’s clinical
condition, it would contact the surgeon on call and that surgeon might be someone
from the breast unit, or endocrine unit, or the hepatobaliary unit, depending on which
date it is.
[19] Professor Bizos concluded that t he appellant’s case is a complex one and
requires direct access to a specified surgeon which is something the state hospitals
are unable to provide. Emergency procedures such as to unblock a bile duct can be
done at the DGMC at any time of the day or night w hereas at the Charlotte Maxeke
Hospital they would be done during office hours only. This was because the surgeons
working at DGMC have a system in place in terms of which patients with medical
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issues can contact them and, if not readily availabl e, a person standing in for those
surgeons is available to assist.
[20] In the high court the MEC contended that the future hospital and medical
expenses should be dealt with on the basis of the matter of MSM obo KBM v Member
of the Executive Council for Health,Gauteng Provincial Government (MSM).8 In that
matter, Keightley J granted an order requiring the MEC in question to provide certain
specified future medical services to the child of the plaintiff at a particular hospital. In
granting that aspect of the relief, she held that she had developed the common law
since such an order does not fall under the ambit of delictual relief.
[21] This contention found favour with the high court. It found that ‘the medical services
to be provided by Specialist Surgeons are and will be available to [the appellant] in
future in the public healthcare system at no or lesser cost than the cost of the private
medical care claimed’. In making this finding, the high court had regard to the fact that
the appellant is employed as a Registered Nurse by the MEC, and she would be able
to exercise her entitlement to the treatment.
[22] On appeal, the appellant submitted that the high court erred in relying on MSM
as authority for the proposition that the common law rule that delictual damages be
paid in money has been developed so a s to permit a court to order compensation in
kind where it is established that medical services of the same or higher standard will
be available to the plaintiff in future in the public healthcare system at no or lesser
costs than in the private medical care as claimed . Secondly, it was submitted by the
appellant that no factual evidence was presented to substantiate the pleaded
argument in respect of the development of the common law. This was said by the
Constitutional Court to be necessary before such relief could be considered.9
[23] Arguing in support of the order of the high court, counsel for the MEC submitted
that the factual material was clear that the appellant had been receiving the required
8 MSM obo KBM v Member of the Executive Council for Health,Gauteng Provincial Government [2019]
ZAGPJHC 504; 2020(2) SA 567(GJ); [2020] 2 All SA 177 (GJ).
9 Member of Executive Council for Health and Social Development, Gauteng v DZ obo WZ [2017] ZACC
37; 2017 (12) BCLR 1528 (CC); 2018(1) SA 355(CC) para 57.
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treatment at the public hospital and that the appellant was not prejudiced in that the
pleadings referred to Chris Hani Baragwanath Hospital and not to Charlotte Maxeke
Hospital. In this regard it was submitted on behalf of the MEC that the appellant did
not object when evidence in relation to the treatment at Charlotte Maxeke H ospital
was led.
[24] In my view the appellant discharged the onus of proving, not only that she has
suffered damages in respect of which medical treatment will be required in the future,
but also the quantum thereof. The evidence which was led on her behalf established
that she will need medical treatment in future, that the cost of providing such treatment
will be in the a mount of R879 314, for which she must be compensated in money as
the identified medical services will have to rendered by a private healthcare . This
constitutes prima facie proof that payment to the appellant of such cost would place
her financially in the same position as she would have been in had the failed operation
not occurred. On the evidence there is nothing to show that the amount of R879 314
claimed by the appellant in respect of future medical treatment is not a reasonable and
necessary amount by which the appellant’s patrimony was diminished by the hospital
staff’s conduct. In fact, none of this was contested by the MEC.
[25] I agree with the appellant’s submission that the high court misdirected itself in the
application of the principles established in MSM. MSM did not develop the common
law so as to provide for the implementation of the ‘public healthcare defence ’. After
considering all the evidence, the high court concluded that as far as the identified
services were concerned, the y were available for the child at the Charlotte Maxeke
Hospital and that the standard of service that she would receive there would be the
same, if not in some respects even better than, the services she would receive in the
private sector if the MEC was or dered to pay monetary compensation. The effect of
this was to hold that the MEC had discharged an evidential burden showing that the
costs of private healthcare were not reasonable or necessary in the circumstances of
that matter. The order for damages thus excluded those costs and, since the MEC had
tendered the requisite services, granted the relief sought by the MEC. In essence, this
was not an order which went beyond the common law, but one consented to by the
defendant in that matter on the basis that this would result in the monetary award being
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reduced. In that regard, Keightly J erred in holding that she was developing the
common law. The order that she granted was one based on delictual principles.
[26] In the present matter, a s the MEC pleaded ‘the public healthcare defence ’, she
bore an evidentiary burden to rebut the prima facie case established by the appellant
(Ngubane supra). The MEC presented no evidence to counter that of Professor Bizos,
which was not contradicted, that State hospitals i n general because of the manner in
which they operate, are not capable of rendering medical services to patients such as
the appellant with complicated clinical conditions which require a direct and immediate
access to the specialist surgeons. Nor did she present any evidence of the cost to the
appellant of such a service, if it had been available.
[27] The MEC’s ‘public healthcare defence’ should accordingly have been dismissed
by the high court since there was no evidence before it that medical services of the
same, or an acceptably high, standard would be available at no cost or for less than
that claimed by the appellant. In fact, the only evidence before it, unchallenged by the
MEC was to the contrary. The amount of R879 314 should therefore have been
awarded to the appellant for future surgical and medical expenses.
[28] In the result I make the following order:
1 The appeal is upheld with costs including the costs of two counsel where so
employed.
2 The order of the high court is set aside and is replaced with the following order:
‘Judgment is hereby granted in favour of the plaintiff against the defendant for:
(a) payment of the sum of R3 213 564.40.
(b) payment of interest on the said sum of R3 213 564.40 at the prevailing legal
interest rate from the date of this judgment to date of final payment.
(c) payment of the plaintiff’s costs of suit, including the reasonable costs of all
medico-legal reports and joint minutes obtained by the plaintiff, and the qualifying
fees and court attendance fees of the plaintiff’s expert witnesses.
(d) the plaintiff’s claim for past hospital and medical expenses is postponed sine die.’
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_________________
D H ZONDI
JUDGE OF APPEAL
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APPEARANCES
For appellant: PGS Uys SC
Instructed by: Malcolm Lyons & Brivik Inc,
Johannesburg
Matsepes Inc, Bloemfontein
For respondent: N Makopo
Instructed by: State Attorney, Johannesburg
State Attorney, Bloemfontein