Professional Documents
Culture Documents
Law Journal
Volume 1 • Issue 1 • November 2013
1 Introduction Editor:
Z ACKIE ACHMAT Jacques van Heerden
Editorial Committee:
4 Transforming the Judiciary
Zackie Achmat, Lisa Draga,
Who should judges be? Gregory Solik, Max Taylor,
GREGORY SOLIK Jacques van Heerden
11 Free Speech and Communism in Colonial South Editorial Assistant:
Africa Isabeau Steytler
Rex v Roux and Ngedlane (1936) •
Z ACKIE ACHMAT
This issue of the People’s
14 Train Apartheid in Cape Town Law Journal is funded by the
Rex v Abdurahman (1950) Open Society Foundation.
MA X TAYLOR •
19 BJ Vorster’s War against White Students Front cover image:
NUSAS and the 1956 Riotous Assemblies Act Johannesburg Magistrates’
BRUCE BAIGRIE AND Z ACKIE ACHMAT Court. Taken by Bheki Dube,
Mainstreet Walks.
24 History of South African Law
Development from 1652 to the present (excluding Infographics:
Roger Landman
customary law)
GREGORY SOLIK ( TEXT ) • ROGER L ANDMAN (GR APHICS) Thanks to:
Marcus Löw, Daniel
26 A Permanent Space for Justice Hofmeyr, Axolile Notywala,
Rikhotso v East Rand Administrator Board (1983) and Simon Sephton for their
WANDISA PHAMA AND LISA DR AGA invaluable contributions to
this issue. Special thanks to
31 Decriminalising Sodomy Lisa Draga from the Equal
NCGLE v Minister of Justice (1998) Education Law Centre for
DANIEL HOFMEYR reviewing articles for this
issue.
37 Class Action Litigation
An avenue to justice Translators:
DANIEL LINDE Bohle Conference and
Language Services
45 Amayeza eNziwe aFana nawoMenzi wokuQala,
amaLungelo awoDwa abeNzi mveliso ne-HIV
eKenya
U-Ochieng and Others v iGqwetha Jikelele (the Attorney
General) (2012)
ZENANDE BOOI
and
I am privileged to have been given the and demonstration were ruthlessly used
opportunity to write the foreword to to protect authority and apartheid prac-
this, the first edition of the People’s Law tices, the horrendous plight of gay peo-
Journal. Some may think this title pre- ple and migrant mineworkers, and the
sumptuous and even a contradiction in way in which the law limited access to
terms. They may say that law journals are courts by limiting actions by classes
food of practising and academic lawyers of people in the same position. It has
alone. This cannot be true and makes no become fashionable in some quarters to
sense. All people are governed by the law suggest strongly that apartheid is gone
and affected by it in a good and often now and that we should not continue
bad way. All of us need to understand to go back there. Most of these articles
how the law affects us, whether a law is refute that point and make it plain how
good or bad, and, if it is bad, what we can important it is to remember our history
do about it. This journal is, in my view, a and to build on it.
wonderful start to this process. They also show the courage and sense
These eight articles are all an effort of sacrifice of people of all races in this
to write as simply as possible (though I country in the process of the struggle
believe greater strides can be made in this to attain a new society. And they speak
direction in the future). They are wide- poignantly of how law was used to pro-
ranging, dealing with various issues tect and defend people who were victims
including the right of vulnerable gay of some of these evil measures and how,
people to be treated equally, the impor- in many cases, the people succeeded
tance of freedom of speech and protest, because some apartheid judges came to
as well as the need to ensure access to the rescue by responding to imaginative
courts for poor people in need. The edi- arguments in interesting ways. These
tors need to be particularly applauded judges said, for example, that it was
for securing the article on the judgment not an offence to speak out against the
in Kenya concerned with making medi- royal monarch, that apartheid on trains
cine more affordable. was no good unless there was a law that
Almost all the articles graphically go allowed it, that an order by a magistrate
back to apartheid and its evils in a way prohibiting protest was invalid, and that
relevant to ordinary people: the bad way contracts of mineworkers renewed yearly
in which judges were appointed, how were not to be seen as separate from
clamping down on freedom of speech each other. Built within this theme in all
v
vi PLJ • 2013 • Issue 1
these articles about past cases is the hope nence. The rights to equality, free-
that our judges do not let us down now. dom of expression, and demonstration
This brings me to the article which are rightly emphasised and the hope
carefully and simply tells us what we expressed that they will be appropriately
need of our judges now and suggests respected and protected. The message
judge qualifications that are interesting conveyed ultimately is that, to get to the
to say the least. society promised by our Constitution,
The articles taken together express we need committed people like those
the hope that our judges will be as sen- who struggled and sacrificed in the past:
sitive and responsive as the judges of the lawyers who brought cases that chal-
Kenya in ensuring that the rights of peo- lenged racist laws; the judges who gave
ple to make money from medicine are just decisions in those days. We also
appropriately balanced with the right of need a government that is more sensi-
people to their health. Our judges have tive and caring than those of apartheid
already made important contributions South Africa.
in this direction, as shown by the arti- I trust that this is the beginning of a
cles on the judgments decriminalising series that will be read and understood
consensual sodomy and endorsing class by many people in our country and that
action as a way in which poor people it will contribute to the achievement of
might get some benefit. the constitutional project.
The Constitution and the society
contemplated also receive some promi-
Introduction
Z ACK I E ACH M AT
Ndifuna Ukwazi chose “dare to know” as Hands Umbrella Trust. However, the
its motto as a challenge to activist lead- gains need to be protected — as became
ers to seek and use knowledge. Reading, evident when Fidentia, the company
study, research, and writing must inform responsible for investing these provi-
activist leadership and our struggles for dent funds, embezzled more than R1.1
equality and justice. This is nowhere billion allocated to the children, wives,
truer than in the study of law. The Peo and other family members of deceased
ple’s Law Journal is a small contribution mineworkers.
to making law visible and allowing it to Workers and their unions, includ-
become a tool, and not the object, of our ing NUM and the new Association of
struggles. Two contemporary examples Mineworkers and Construction Union
related to the mineworkers’ struggle for (AMCU), conduct their battles largely on
justice and equality illustrate this point. the terrain of labour law. Yet there is so
The Marikana massacre drew the much more. Company law and laws per-
world’s attention to work and suffering taining to safety in the mining industry,
in mining, South Africa’s most danger- financial services, fraud and corruption,
ous industry. Our country’s wealth (like police conduct, and commissions of
those of its giant conglomerates Anglo inquiry; all maintain the unequal power
American, De Beers, and Goldfields) has relations between mineworkers, global
been built up over more than a hundred corporations, and the state. These laws
years on the back of mainly black migrant affect every aspect of all our lives but
workers from South Africa’s rural areas, remain invisible to those most affected
particularly the Eastern Cape, and many by their operation.
of our neighbours including Mozam- To realise the fundamental rights of
bique, Lesotho, and Malawi. mineworkers, these laws must be laid
Defending black workers against bare. Equality must be based on equi-
exploitation became a critical task under table access to public goods, including
apartheid — one necessary to defeat wealth and income. Laws such as com-
minority rule. The National Union pany law must become visible; and their
of Mineworkers (NUM), the strongest transformation is imperative.
union in our history, was born out of Law is present everywhere but
this struggle. One of the major gains remains invisible and concealed with its
was the Mineworkers Provident Fund, own language and practice. It is steeped
which changed its name to the Living in formalism and a code designed to
1
2 PLJ • 2013 • Issue 1
intimidate, which prevents most people an advance based on the collective strug-
from understanding it — not only in gle of poor people.
South Africa. The rights to freedom, human dig-
We assume that the law is reserved nity, equality, and the right to life existed
for those who know, make, and inter- before the law did. The struggle of peo-
pret the law — the police and a caste of ple makes these rights visible in law, as
intellectuals such as parliamentarians, the Romans did and the Constitution of
lawyers, judges, magistrates, prosecutors, South Africa does.
and government functionaries. The establishment and growth of the
Law is also based on ensuring that democratic state based on struggle, and
only the state has the right to use vio- the creation of an independent judiciary,
lence and only in limited circumstances most often enforces the privileges of the
such as war and when protecting society powerful over the rights of the vulner-
from violent crime. Under very limited able. But it can also be used to contest
circumstances the state is empowered those privileges. The codification of law
to arrest, detain, and imprison people, created individual subjects or citizens
although it must do so without violence with duties and rights. Law can only be
and give everyone a fair trial. While changed systemically in favour of the
law is used to defend inequality and poorest through collective struggle.
property, as in the deaths of Marikana The articles in the People’s Law Journal
mineworkers, Andries Tatane, and oth- travel back into British colonial times.
ers, this is not the whole story. The law The case of communist leaders Edward
also ensures a limit on the exercise of Roux and Josiah Ngedlane shows the
arbitrary power. Working-class and poor necessity of freedom of expression to
communities can often use the law and working-class struggles. The people of
our Constitution to protect and advance Cape Town who resisted apartheid on
rights. trains did so by successfully challenging
Over 2,500 years ago working people the enforcement of the law. The case of
of the Roman Republic struggled against Tom Rikhotso, who won the right to be
land owners and the aristocracy to make recognised as a worker with residence
law visible and fair. They demanded that rights despite apartheid labour and pass
the Roman Senate send a delegation to laws, shows how working people can use
study the Constitution of Greece, one law to oppose unjust laws.
of the first in the world. Roman law was In our constitutional democracy, the
codified into 12 Tablets, which were case of the National Coalition for Gay
publicly displayed so that all people in and Lesbian Equality decriminalised sex
Rome could see and know them. These between men and established equality
laws codified a list of private rights and on the basis of sexual orientation. This
fair legal procedures for all Roman citi- was the first time the Constitutional
zens. Regrettably these laws continued Court ruled on the rights of a marginal-
to define people classified as slaves in ised and vulnerable minority.
terms of property, rather than human As the Farlam Commission of Inquiry
beings with rights. Nevertheless it was into the Marikana shootings shows,
Introduction 3
law is often denied most people due to more than race and gender — judicial
justice being unaffordable. The article transformation is equally about under-
on class actions demonstrates how the standing class relations.
poorest people can combine to defend In future, resources permitting, the
and advance their rights. The case ensur- People’s Law Journal will also publish
ing that Kenyan people living with HIV extracts of these judgments (as we do
had a right to generic medicines that online) to liberate law from the confines
trumped the profits and patents shows of academic and legal journals. Thank
that law can be used to challenge global you to everyone who contributed, espe-
corporations. cially Jacques van Heerden.
The first article on the judiciary will
illustrate that transformation is about
Transforming the Judiciary
Who should judges be?
GR EGO RY SO L I K
4
Transforming the Judiciary 5
In all respects this bent towards fairness the profession compared to the 57% of
and impartiality makes Atticus fit and white males (89 and 1,367, out of a total
proper. In addition, judicial candidates of 2,384 advocates respectively) with 69
must be “appropriately qualified” to be Indian and just 37 coloured female advo-
judges. Here we do not simply mean cates in the entire country.1 The attor-
having a legal qualification or legal ney’s profession is similarly problem-
knowledge, but also practical experience atic. A recent survey of large corporate
with rules and procedures, particularly law firms showed the disparity not only
aligned to an area of law, like family law, between racial composition but also
criminal law, commercial law, or compe- between race, position, and influence.
tition law.
The Project Law: Demographic Survey of
Transformation of the judiciary Large Corporate Law Firms, South Africa
Because the hallmark of a constitu- was commissioned by the Cyrus R.
tional democracy is the independence and Vance Center for International Justice,
the Law Society of South Africa, the
composition of the courts, it is easy to see
Mail & Guardian, the South African
the importance of putting the right kind
Legal Fellowship Network, and the Wits
of people on the bench. During apartheid, School of Law.
the State President appointed judges from The researchers “examined the gen-
a limited pool of lawyers, mostly white, der, race, and disability distribution
male advocates, who tended to apply the across various levels of employment
from candidate attorney level to man-
law without considering what it would be
aging partner/CEO level” at 12 firms
like to be the person on trial. That’s not dis- who chose to participate (Plus 94, p. 4).
similar to the people who were in charge Some key findings were that: women
of Tom Robinson’s fate: the jury was not make up 53.4% of the employees, but
representative of Maycomb County. Scout overall there are more than double the
number of white women as compared
remarks: “Sunburned, lanky, they seemed
to black women; there tend to be more
to be all farmers” — confirming what
white women in more senior positions;
history tells us about the composition of and senior positions seem to be domi-
juries in the US at that time: they were all nated by white men: 45% of all salary
white men. (See the article by judge Royal partners, 53% of all equity partners,
Ferguson, “The Jury in To Kill a Mocking 72% of all managing partners, and 80%
of the CEOs at participating firms are
bird: What Went Wrong?”.)
white men.
This lack of representation is a serious
problem. As Atticus explains, you never
really understand another person until This means that the pool of can-
you consider things from their point of didates from which we must select
view. How could these jury members potential judges is very shallow. In this
imagine being Tom Robinson? context, when we talk about “transfor-
At the time of writing, it has been
reported that there are just four senior 1 See “JSC lashed for slow pace of gender
transformation”, and South African Insti-
black female advocates in South Africa. tute of Race Relations, South Africa Survey
Black female advocates make up 4% of 2012, p. 761.
6 PLJ • 2013 • Issue 1
mation” of the judiciary we tend to place “As we move towards a more clearly class-
a strong emphasis on gender and racial based society, there will be a growing class
transformation. We call this the “diver- of people who are black, but have not lived
experience of deprivation or of being dis-
sity rationale” and it is a constitutional
criminated against, and who have only
requirement (Cowen, “Judicial Selection
limited contact with people who do have
in South Africa”). that experience.”
In tackling the lack of “different
Therefore, although race and gender will
views” on the bench, South Africa’s
for a long time be two important factors,
top judge — Chief Justice Mogoeng
we must be critical in understanding
Mogoeng of the Constitutional Court
the problems and trends of power and
— recently said, “Merit does count but
inequality in South Africa and the world
it is not all about merit. Transformation
generally. Increasingly, we see a world
is just as important.” This statement sug-
divided disproportionately by wealth,
gests that merit and transformation may
not by race — although there is of course
be mutually exclusive; that in promoting
a strong overlap.2
transformation we may have to sacrifice
Class inequality creates two societies
quality in the hope of speeding up the
— much like Maycomb in 1935 — living
process of redress.
side by side, but hardly knowing each
What kind of woman are you? other, hardly imagining what life is like
for the other. Those who do rise to posi-
There are serious problems with an
tions of influence are a small percentage
unthinking application of the diversity
who often share the same privileges tra-
rationale, which seems to dominate
ditionally reserved for whites — privi-
mainstream legal debate about transfor-
leges of education, health, and access
mation of the judiciary. This essay tries
to services — while the vast majority of
to argue why, and make suggestions as to
South Africans continue to be trapped by
what can be done.
poverty and lack of opportunity.
Firstly, the diversity rationale must be
Secondly, the problem with the cur-
understood in terms of class and other
rent thinking about merit is that it per-
socioeconomic factors if we are serious
petuates legal myth. It assumes that peo-
about addressing inequality and “repre-
ple who have spent time in a courtroom
sentivity” of society. A failure to do so
fussing over procedure and legal techni-
perpetuates the deep structural inequal-
calities have a better grasp of justice.
ity that exists in the profession, always
This goes to the heart of how we
through race, but also, through geogra-
should interpret section 174 of the
phy, education, language, and financial
Constitution.
exclusivity. In “The Transformation of
“Appropriately qualified” can mean
the Judiciary”, Wesson and Du Plessis
many things. Traditionally it has meant
quote Geoff Budlender, one of South
being technically skilled in adjudicating
Africa’s most renowned human rights
lawyers:
2 See for example Joseph Stiglitz, The Price of
Inequality. W. W. Norton & Company, 2012.
Transforming the Judiciary 7
between rights and duties, reasoning, went on to become one of South Africa’s
argument, writing, and analysis, which most revered judges).
is important. But the combined effects of The idea that judges are surgeons of
both our history and the challenges of the law has been compounded by a cen-
living in a hyper-connected, globalised, tury of judicial and legal thought that
and complex world, mean that we are focuses on what judges do, instead of
compelled to reassess “judicial qualities” asking who they should be.
and “appropriately qualified” if the legal Ronald Dworkin, one of the world’s
profession is to maintain legitimacy. greatest legal thinkers, insists that the
Judges at Work: The Role and Atti law is whatever follows from a construc-
tudes of the South African Appellate Judi tive interpretation of the institutional
ciary 1910–1950 is a classic text by one history of the legal system.
of South Africa’s most renowned profes- He also argues that lawyers — the
sors, Hugh Corder. It provides a fascinat- insiders — are best placed to grasp the
ing insight into the early years of what is questions of legal practice by “strug-
now the Supreme Court of Appeal (SCA). gling with the issues of soundness and
The judges’ performance and path to the truth participants face” (Dworkin, Law’s
judiciary are illuminating: a politician, a Empire, p. 14). Especially in difficult
private secretary, a parliamentary drafts- cases, he says, judges reach a decision “by
man, and a very average advocate (who trying to find … the best constructive
interpretation of the political structure
and legal doctrine of their community”,
using “some coherent set of principles
Corder notes that Lord De Villiers was
appointed Chief Justice of the Cape
about people’s rights and duties” (Law’s
Colony at the age of 31 and was forced Empire, p. 255).
to administer the oath of office himself Let’s assume for the moment that
as other judges refused to do so. Sir this is what judges do; who apart from
James Rose Innes was deeply involved in the legislature is best placed to struggle
politics before he went to the bench. Sir
with issues of soundness and truth, tak-
William Solomon had not been a great
success at the bar, but was nevertheless ing into account South Africa’s very own
appointed at the age of 34 and would go history — not just legal, but economic,
on to be regarded as one of the sound- political, social, and so on — within the
est lawyers and best judges ever pro- context of a complicated and integrated
duced. Although James Stratford built
world?
a great career as an advocate, he was
not considered a learned man and as
There is precedent for thinking that
Blackwell comments, “it is noteworthy people do not need judicial training to
how many of his judgments have since make decisions about rights. Jeremy
been dissented from”. B A Tindall was a Waldron observes that John Locke, an
former private secretary to Innes in the important English philosopher, rejected
Transvaal. And Albert v d S Centlivres,
the idea that legal reasoning was supe-
after a slow start at the bar, became a
parliamentary draftsman before going rior to any other kind of reasoning:
to the bench.
8 PLJ • 2013 • Issue 1
“Certainly Locke rejected out of hand the day reality of geographic, linguistic, and
view — very common today — that on class inequality in the United States.
issues of rights the reasoning of judicial
officers (Supreme Court Justices and their A proposed solution
clerks) is to be preferred to reason and judg-
Major changes in society, increasing
ment of ordinary men and women. The
reasoning of legal scholars on matters of caseloads, more complex laws and legal
rights he regarded as ‘artificial Ignorance, issues have surely increased the demand
and learned Gibberish’” (p. 331). and need for a more sophisticated
approach to judging. If Atticus Finch is
Indeed, what makes the skill of “admin-
a model of integrity for the legal profes-
istering justice” a legal one?
sion, his young daughter Scout might
In the United Kingdom, the Judicial
be an example of who lawyers should
Appointments Commission published
be and what kind of relationship they
new criteria for what makes a good
should have with the law.
judge in a discussion document entitled,
I would like to suggest that it is our
“Qualities and Abilities”. According to
definition of merit that needs to be
the authors, there are five requirements
transformed so that the pool of candi-
to be a judge:
dates can be deepened and the judiciary
(a) intellectual capacity;
strengthened and legitimised. Framing
(b) personal qualities;
transformation and merit in a limited
(c) an ability to understand and deal
way simply mirrors the formulaic and
fairly;
doctrinal conception of law. By asking
(d) authority; and
who the judiciary should be and then
(e) communication skills and efficiency
looking for qualities in judges that ena-
(Judicial Appointments Council,
ble them to carry out that duty, we can
2013)
become more creative in finding “fit and
Cowen provides a similar list: proper” candidates.
“[A] high level of expertise in a chosen In a diverse society, judges are likely
area or profession, ability quickly to absorb to encounter situations, attitudes, and
and analyse information, and appropriate values outside their personal experi-
knowledge of the law and its underlying ence. So, more than just walking around
principles, or the ability to acquire this
in other people’s shoes, we need smart,
knowledge.” (“Judicial Selection in South
highly capable, analytical, and respected
Africa”, p. 28)
people from a wide range of communi-
We have seen recently America’s Supreme ties on the bench. The Helen Suzman
Court (SCOTUS), the top court in the Foundation recently brought litiga-
United States, apply its understanding of tion where they argued that we need to
politics, law, and society in an affirma- appoint people who know the “social,
tive action case. Fisher v The University of political, and economic reality”. These
Texas Austin (2013) not only ignores hun- people may be poor, intersex or gay, in-
dreds of years of racial inequality but is between jobs, unemployed, an ex-con-
completely unresponsive to the day-to- vict, unable to pay rent, or with no place
Transforming the Judiciary 9
to stay.3 They would also need to know a intended constituency, and create new
great deal about the world, and business, trajectories for regulating public life.
and government.
Because this is such a big and diffi- Conclusion
cult task, it is not enough to collect small In To Kill a Mockingbird, Tom Robinson is
practical ideas about how to transform found guilty and jailed. Shortly after, he
the judiciary; it is important to insist on dies when he is shot 17 times while try-
big ideas about the direction in which ing to escape. More recently, a US court’s
we should change it. exoneration of Travyon Martin's killer is
One way might be to approach a yet another stark reminder of the limi-
small group of exceptional people who tations of our judicial systems and the
have experience “with the law” — our choices we make about the laws under
most outstanding community leaders, which we live.
social justice activists, public intellectu-
als — and prepare them by sending them In a must-read article on the verdict,
off to a highly regarded judicial school Andrew Cohen writes: “Criminal trials
where their legal skills are refined, and are not searches for the truth, the whole
then introduced to the bench through truth, and nothing but the truth. They
never have been. Our rules of evidence
a programme that is incremental. Or we
and the Bill of Rights preclude it. Our
may also want to think about igniting trials are instead tests of only that lim-
the debate about career jurists. We might ited evidence a judge declares fit to be
for example, through the Office of the shared with jurors, who in turn are then
Chief Justice, initiate a programme that admonished daily, hourly even, not to
competitively selects young and mid- look beyond the corners of what they’ve
seen or heard in court” (“Law and Justice
career legal professions to become mag-
and George Zimmerman”).
istrates, preparing them for a life on the
bench, in a slightly accelerated way. Or
we might develop a programme for more Despite a prolific acceleration of the
inclusive part-time judges. Or we might growth and intricacies of laws globally,
create opportunities for judges to sit en no profession has seen as little innova-
banc more frequently. Specialist courts tion as the legal profession. And so imag-
will enable this kind of transformation, ining the possibilities of reconstruction
and increase efficiency. is no child’s play. In fighting for equality
Presumably, this will allow the judici- and justice it is worthwhile remember-
ary to be much more representative of its ing the advice Harper Lee left us in the
inscription of the inside cover of To Kill a
Mockingbird, quoting Charles Lamb:
“Lawyers, I suppose, were children once.”
3 We want the development of critical think-
ing skills, i.e., the ability to think indepen-
dently and actively, to analyze, to construct References
reasoned arguments and explanations, to
“JSC lashed for slow pace of gender
evaluate the arguments and explanations of
other people, to ask the right questions, to transformation.” Mail and Guard
encourage diverse benches.
10 PLJ • 2013 • Issue 1
11
12 PLJ • 2013 • Issue 1
Johannes Nkosi, brave leader of the Com- laesae majestatis to enter a house of ill fame
munist Party, on these very Cartwright's or a latrine with money in one's possession
Flats at the pass-burning on Dingaan's Day, or a ring on one's finger, bearing the image
1930. of the Princeps” (Rex v Roux and Ngedlane,
“Workers and oppressed people of Dur- para. 17–18).
ban: do not be bluffed by this King George
In his judgment, Judge Curlewis traced
nonsense. Do not kiss the boot that kicks
you. Refuse to worship King George, he is
the right to free speech derived from
not our king but the king of our oppres- Roman times and from Roman-Dutch
sors. Unite in protest against pass-laws, law. He explains how the Emperor
liquor laws and all other forms of oppres- Augustus tried to limit the Roman peo-
sion. Demand freedom in our land of your ple’s right to free speech by criminalising
fathers. Refuse to go to Cartwright's Flats, language that insulted the ruler. He did
the place where our martyrs were murdered
not succeed for long because later emper-
in 1929 and 1930” (quoted in Rex v Roux
ors and jurists dismissed the crime as an
and Ngedlane, para. 3).
unjustified limitation of free speech.
The state complained that they published Appeal Judge Beyers (writing in Afri-
words that scandalously injured and dis- kaans and concurring with the majority)
honoured “the dignity and power” of pointed out that in the Roman Republic,
the King and his government (quoted in words alone could not be punished —
Rex v Roux and Ngedlane, para. 1). A mag- crimes were only recognised on the basis
istrate in Durban sentenced Roux and of deeds. Writing of the Communist edi-
Ngedlane to hard labour for this crime. tors, Judge Beyers wrote (my translation):
Roux and Ngedlane unsuccessfully
“The Union is a democratic state, and one
appealed the case to the Supreme Court
could understand such a prosecution under
(Natal Provincial Division). Afterwards military rule, or, in an autocracy, but not
they appealed to the Appellate Division in an enlightened century or generation
of the Supreme Court based in Bloem- where the state is based on the free and
fontein — then the highest court in unimpeded will of the people (onbelem
South Africa. merde volkswil), and, where every citizen is
free to express their opinion on the state
On 17 April 1936, in a unanimous
of public affairs or politics freely. Naturally,
judgment, Appeal Judge Curlewis
if legislation went out of its way to crimi-
quashed the conviction with these nalise certain expression which would not
words: otherwise be punishable, then the courts
“…[W]e under the conditions of our mod- would have to give effect to it. However,
ern civilisation and development, and of here we are being asked to use the obsolete
our political liberty and freedom of thought rubric of crimen laesae Majestatis … of cen-
and speech, cannot be expected to accept turies bygone to cover the offending words.
the narrow and restricted views of the 16th “Were we to do so, then anyone who
to the 18th centuries as regards criticism of writes similar words about the Senate or
the Monarch, as applicable in the present Parliament (and possibly of Senators and
state of our political advancement. Members of Parliament) could be crimi-
“We have travelled a long way on the nally prosecuted and exposed to punish-
road of freedom of speech and of political ment” (Rex v Roux and Ngedlane, para.
criticism since the days when it was a crime 55–56).
Free Speech and Communism in Colonial South Africa 13
In 1948, when the National Party took power on its apartheid ticket, District Six in Cape
Town could still be described as multicultural and relatively tolerant. Despite impeding
crackdowns by the apartheid government, it was to remain a multiracial community until
1966 when BJ Vorster’s government declared it a Whites Only area.
One family who made District Six its home was that of Abdullah and Margaret
May Abdurahman. Dr Abdurahman was Cape Town’s first black city councillor, as well
as the leader of the African Political Organisation (APO). Cissie (Zainunnisa) Gool, Dr
Abdurahman’s daughter from a previous marriage, became the first black woman lawyer
to graduate from law school in South Africa. Cissie was also elected to the Cape Town City
Council, where she represented District Six from 1938 to 1951.
Dr Abdurahman’s nephew, AE (“Sonny”) Abdurahman, later became the secretary of
the APO and played a part in resisting the implementation of apartheid on trains (Richard
Dudley, p. 202).
See the Wikipedia articles listed under Further Reading for more information.
During the First World War, under Louis tan Cape Town was the notable excep-
Botha’s government, Parliament passed tion to this norm.
the Railways and Harbours Regulation, More and more “Whites Only” signs
Control, and Management Act (1916). had appeared around railway stations in
This gave the state’s railway authori- Cape Town over the course of the 1940s,
ties the power to make regulations that but racial segregation had not yet been
allowed train companies to reserve rail- enforced. After the National Party’s 1948
way premises or coaches for the exclusive election victory, however, Capetonians
use of particular genders, races, or “dif- did not need to wait long for the wheels
ferent classes of persons or natives”. By of train apartheid to start turning.
making regulations under this Act, South In early August 1948, the Railway
African railway authorities enforced pol- Administration issued a designation
icies of racial segregation on trains and declaring that from 16 August, cer-
in railway stations throughout the 1920s tain first-class train carriages on Cape
and 1930s. Town railway routes would be reserved
By 1948, racial segregation on South for “Europeans only” (in other words,
African trains and in railway stations whites only). The Administration took
was already going full steam. Metropoli- this designation to be a lawful exercise
14
Train Apartheid in Cape Town 15
of its powers under amended railway reg- Although police began to flood the
ulations, which had been in force since platform, the majority of those who had
1937. entered the carriages stood their ground
Accordingly, on 15 August “Whites until the train left the station, to much
Only, Slegs Blankes” signs were erected excitement and cheering. Police rein-
on designated first-class train carriages forcements then began cordoning off
on the Cape Town–Simonstown, Cape the “Europeans only” carriages of other
Town–Bellville, and Cape Flats routes, trains waiting for departure and very
with the new rules initially supposed to few further protesters entered these car-
come into effect the next day. riages. The crowd eventually thinned
The new policy caused shockwaves in out and no arrests were made on the day
Cape Town, particularly among the col- (Cape Times, 6 September 1948).
oured community — people were unsur- Following the protest, however,
prisingly infuriated by the state tram- Abdurahman and nine other TARC com-
pling on what little freedom and dignity mittee members were prosecuted for
it still allowed them. On 18 August 1948 incitement to commit a breach of the
a broad coalition of political actors peace, as well as for breaching section
formed the Train Apartheid Resistance 36(b) of the Railways and Harbours Reg-
Committee (TARC). ulation, Control and Management Act.
The Railway Administration ended All were acquitted from the charges with
up waiting three weeks before enforcing the exception of Abdurahman, who was
the new rules. On Sunday 5 September, convicted and ordered to pay a fine. The
TARC held a rally at the Grand Parade in conviction was upheld in the Cape Pro-
central Cape Town, aiming to galvanise vincial Division. Abdurahman was then
outraged citizens into implementing a granted leave to appeal to the Appellate
campaign of mass civil disobedience. Division.
The 6 September edition of the Cape In its judgment, delivered on 22 May
Times declared: “Plan to Oppose Apart- 1950, the Appellate Division unani-
heid: Volunteer Force of Resisters: Lively mously upheld Abdurahman’s appeal,
Scenes in Station”. As many as 4,000 so- setting aside his conviction and sen-
called “Non-Europeans” attended, an tence. The judgment was delivered by
unprecedented figure for a rally of its Judge Centlivres, who had been at the
sort. Appellate Division for 11 years.
AE (“Sonny”) Abdurahman addressed The Court found that although the
the crowd in his capacity as the secre- regulation under whose authority the
tary of TARC. He urged those who had Railway Administration had imple-
gathered: “Go home now. Use the whole mented train apartheid was valid, the
train; but do it quietly.” Needing little policy itself constituted an unauthorised
encouragement, hundreds of protesters application of that regulation, in that it
marched towards the central station and authorised unequal discrimination —
streamed into the “Europeans only” car- that is, it applied racial apartheid “on
riages of a train bound for Fish Hoek. a footing of partiality or inequality”.
Because the reservation of carriages for
16 PLJ • 2013 • Issue 1
“Europeans only” was unauthorised, This meant that if some carriages were
Judge Centlivres held that non-Europe- marked “Europeans only”, white people
ans ignoring the reservation could not be could use those carriages or any other
deemed to have committed an offence. carriages of the train as they pleased.
Consequently, although Abdurahman This was indeed how train apartheid
had indeed incited such behaviour, his operated on Cape Town trains: although
incitement, too, did not amount to an black people could not enter “Europe-
offence. ans only” carriages, white people were
The facts of the case were not in dis- allowed to travel in any carriages they
pute: Abdurahman acknowledged that wanted to. The question, then, was: did
he had encouraged non-whites at the this sanction partial and unequal treat-
Grand Parade to defy the new apartheid ment as between members of difference
policy and enter designated “Europeans races, rendering the regulation invalid?
only” carriages. The Court found that the regulation
In coming to his decision, Judge Cen- could in principle be applied impartially
tlivres applied a common law principle and so the regulation was not invalid.
found in existing case law, namely that Judge Centlivres reasoned as follows:
the Court should find a regulation or “For instance, a train may bear notices
by-law invalid on the ground of unrea- indicating that certain coaches are reserved
sonableness if it is “partial and unequal” for the exclusive use of Europeans and the
in its operation between different classes next train may bear notices indicating that
of persons. (An exception allowed the certain coaches are reserved for the exclu-
sive use of non-Europeans, and so on alter-
Court to ignore this principle but only if
nately in rotation.”
the enabling Act specifically authorised
such partiality and inequality.) Judge However, the apartheid government
Centlivres later clarified that such ine- had not applied the regulation in this
quality must be “substantial”, although way. There were of course no trains with
it did not need to pass the stronger test carriages (first-class or otherwise) exclu-
(as the state had contended) of being “in sively designated for non-Europeans; the
all the circumstances manifestly unjust train apartheid policy had the effect of
or oppressive.”1 restricting the movement of non-Euro-
The relevant regulation to this case peans, while leaving white people free
specified that where part of a train was to enter any carriage they desired. Judge
reserved for passengers belonging to a Centlivres therefore stated:
particular race (in this case white peo- “… as an invariable practice, all trains bear
ple), “the other coaches forming part of notices that certain coaches are reserved for
that train … shall not be deemed to be the exclusive use of Europeans and in no
reserved for the exclusive use of persons case are any coaches reserved for the exclu-
sive use of non-Europeans. Consequently
of any particular race”.
the manner in which the regulation has
been applied results in a partial and une-
1 In this part of his ruling, Judge Centlivres qual treatment of one section of the com-
relied on two previous cases: Kruse v Johnson
(1898) and Rex v Carelse (1943).
Train Apartheid in Cape Town 17
Dugard, CJR. Human Rights and the to Vote in South Africa, Africa, 1855–
South African Legal Order. New Jersey: 1960. Oregon: Hart Publishing, 1999.
Princeton University Press, 1978. Rex v Abdurahman 1950 (3) SA 136 (AD).
Kruse v Johnson 1898 (2) 91 (QB).. Rex v Carelse 1943 (CPD) 242.
Loveland, Ian. By Due Process of Law?
Racial Discrimination and the Right
BJ Vorster’s War against White
Students
NUSAS and the 1956 Riotous
Assemblies Act
B RU CE BA IGR I E A N D Z ACK I E ACH M AT
Why have we forgotten the importance and Latin America met student mobilisa-
of the 5 June 1972 protest at St George’s tion with violence, by arresting, detain-
Cathedral in our struggle for freedom? ing, torturing, and “disappearing” high
And why do we only remember 16 June school and university students.
1976 through the words of politicians? South Africa has a rich history of
Oppressive regimes and their policies youth and student rebellion dating
have often been overcome through mass back to the 1930s, with hunger-strikes
unarmed resistance, including symbolic at schools and universities. After the
protests, civil disobedience, and eco- crushing of liberation movements in
nomic or political non-cooperation, and the early 1960s, students and youth
the youth have often been at the centre
of modern revolutions.
Student protests and youth
During the Arab Revolutions, which
revolutions
were led by youth, millions of people
There are numerous examples of
mobilised across the Middle East and
famous youth and student protests,
North Africa to topple tyrannical dicta- dating back as far as the University of
tors. Palestinian youth join Israeli com- Paris strike of 1229. Possibly the most
rades to resist occupation and apartheid famous recent examples happened in
daily in the Occupied Palestinian Territo- May 1968, when French student pro-
tests made headline news across the
ries. Chilean youth have creatively mobi-
world; another series of uprisings with
lised on an impressive scale. Students in youth as a major part happened during
Montreal, resisting higher university fees 2010, over the course of what became
through non-violent struggle, were met by known as the Arab Revolutions or the
police brutality and the declaration of a Arab Spring.
See the Wikipedia articles listed in
state of emergency.
the Further Reading section for more
The regimes under threat often
information about these and other
respond with violence. During the 1970s youth revolutions.
and 1980s, government forces in Central
19
20 PLJ • 2013 • Issue 1
were led by people such as Steve Biko, dents. This version of our history leaves
Mamphela Ramphele, Abraham Tiro, out vital elements, including facts con-
Geoff Budlender, Cheryl Carolus, Sheila tained in legal judgments.
Lapinsky, and Paula Ensor. Few people One example of a story that has been
know this history. Almost every young ignored is that of white students who
person who wants to rebuild our coun- mobilised thousands of people on June
try, continent, and the world will build 5, 1972.
their future struggles on the example of The State v Turrell and Others (1972)
their parents and grandparents. (“Turrell”) is a landmark case where
The apartheid government responded Prime Minister BJ Vorster attempted to
to youth in the same brutal way used by convict 14 students and 2 clergymen
oppressive governments today: through who protested outside St George’s Cathe-
state-sanctioned violence. Abraham Tiro, dral on Wale Street in Cape Town (Tur
Rick Turner, Steve Biko, and Neil Aggett rell, para. 1). The students were members
were murdered in apartheid jails. Apart- of the National Union of South African
heid security forces mowed down Hector Students (NUSAS), who had organised a
Pietersen, Bernard Fortuin, and hundreds march to defend their right to peaceful
of others in the 1970s and the 1980s. Rac- protest. NUSAS started as a mainly white
ist and oppressive laws allowed the state liberal student organisation, but it later
to “legally” crush resistance through the became radicalised and helped to build
police and the army. the workers’ movement.
Vorster feared the actions of NUSAS,
Most of the historical information in largely due to the effectiveness of student
this article comes from personal recol- protests in the United States and Europe.
lection. For more information about the The students were attempting to focus
activists mentioned, including examples international attention on the injus-
of student resistance to apartheid, visit
tices of apartheid, which was beginning
South African History Online (see the
Further Reading section).
to face serious opposition abroad. Vor-
ster’s other fear was the spread of com-
munism, known as the “Rooi Gevaar”
Every June, people in South Africa
(“Red Danger”), as many of the NUSAS
celebrate Youth Month in a democratic
students were illegally distributing com-
South Africa. This public celebration
munist and socialist literature.
(driven mainly by political leaders) has
Vorster orchestrated a campaign
obscured our youth and student history
against the students with police forces
with myths, partial truths, and fairy
disrupting their protests, intimidating
tales.
students, and attempting to infiltrate
Learners in South African schools
NUSAS with spies. The latter often
know and learn a little about the lead-
involved police threatening students
ership and struggles of black African
with criminal records if they did not
youth. However, they are taught almost
cooperate, or promising to clear their
nothing about the struggles of white,
existing records if they did. Craig Wil-
coloured, and Indian youth and stu-
liamson, the apartheid spy who sent the
BJ Vorster’s War against White Students 21
parcel bombs that killed Ruth First and Ironically but predictably, the police
NUSAS Deputy Chairperson Jeanette responded to the protest with extreme
Schoon, also infiltrated NUSAS and later violence (Turrell para. 7–8). Professor Pat-
the ANC. Students conversations were rick Harris, who attended the protest as
recorded, their letters opened, and in a student, said that police beat him and
some cases their passports were two women next to him with plastic
confiscated. batons. Paula Ensor, who was an execu-
The ultimate action of the state was to tive member of NUSAS and later became
ban all the NUSAS student leaders after Dean of Humanities at UCT, described
they started trying to mobilise workers how police came into the church from
by stimulating wage commissions. behind the altar to viciously beat stu-
Before the Turrell case, NUSAS stu- dents. Even a pregnant woman was
dents held protests after various black thrown to the ground.
students were expelled from universi- In court the state tried to convict the
ties for criticising the racist Bantu edu- protestors under the despotic Riotous
cation system. Police violently broke up Assemblies Act of 1956 (“the Act”) (Tur
a protest at UCT with batons and tear- rell para. 1) but they hardly got the out-
gas. NUSAS was not cowed and organ- come they were hoping for.
ised another protest in the centre of The Act made it an offence for more
Cape Town on the corner of Wale and than 12 people to assemble if a magis-
Adderley streets, next to Parliament, on trate had issued a notice declaring the
the steps of St George’s Cathedral (Tur gathering unlawful. This allowed the
rell para. 3). The theme of the protest was state to prohibit anti-apartheid gather-
police brutality (Turrell para. 8). ings and authorised the police to use
brute force to disperse protesters.
The Truth and Reconciliation Commission (TRC) heard many stories of apartheid oppres-
sion, which included acts targeting young white anti-apartheid and anti-conscription
activists.
In Volume 6 of the Final Report, the TRC notes:
“An unidentified security policeman … admitted to arson, damage to property, intimi-
dation and conspiracy during the early 1990s, and carrying out actions … targeted
[at] white activists such as members of the End Conscription Campaign (ECC) and the
National Union of South African Students (Nusas) affiliates and involved the creation
and distribution of Stratcom-style pamphlets in the name of the Wit Wolwe [‘White
Wolves’].” (Sec. 3, ch. 6. subsection 6, para. 61–63)
NUSAS was investigated by the Schlebusch Commission (1972–73): “This Commission laid
the groundwork for a clamp-down on these organisations. Numerous Cape-based people
refused to testify and consequently faced legal action and banning orders” (TRC Final
Report, vol. 3, ch. 5, subsection 5).
The transcript of Craig Williamson’s amnesty hearing, where he discusses infiltrat-
ing NUSAS and his relationships with other young white activists, is available from the
Department of Justice and Constitutional Development website:
http://www.justice.gov.za/trc/amntrans/1998/98090829_pre_2pretor7.htm
22 PLJ • 2013 • Issue 1
Although the students were convicted guards these rights jealously for they are part
in the regional court, they appealed of the very foundations upon which Parliament
to the Cape Provincial Division. Judge itself rests. Free assembly is a most impor-
tant right for it is generally only organised
Van Zijl found that the notice was ultra
public opinion that carries weight and it is
vires in that the acting chief magistrate
extremely difficult to organise it if there
had exceeded his authority and prohib- is no right of public assembly.” (Turrell
ited the assembly of a class of gathering para. 4, emphasis added.)
— that is, any protest meetings (Turrell
Of course it was exactly this kind of pro-
para. 58). In other words, the magistrate
test that Parliament under BJ Vorster had
had attempted to ban all public gather-
attempted to suppress through the Riot-
ings on that day, whereas the Act only
ous Assemblies Act.
authorised him to prohibit a clearly iden-
tified and particular gathering (Turrell Consequences of the police
para. 35 and 37). reaction
Furthermore, the magistrate’s notice
The extreme hatred and violence of
failed to indicate with reasonable cer-
the police, although ignored by the
tainty which gathering it was supposed
Court during the trial, was certainly not
to prohibit (Turrell para. 45). He also did
ignored in the press. For the first time,
not promulgate the notice in accord-
middle-class white people were exposed
ance with the provisions of the Act,
to the brutal tactics of the police that
which demanded that the magistrate
had previously been used only against
give the public sufficient notice of the
black protestors.
banned gathering (Turrell para. 39 and
Condemnation came from many
41–44).
sectors, even by some members of the
The Court also found that the
Nationalist Party. Predictably, Vorster
accused had committed no offence
responded to the incident by saying he
because the Act required the acting
was proud of his police and issuing a
police officer to repeat the order to dis-
warning to English-speaking universi-
perse three times (Turrell para. 53); the
ties. However, the protest did lead to
police were also required to warn those
internal pressure on the police, whose
assembled that force would be used if
actions were more closely monitored and
they failed to comply with the order to
who lost public sympathy as a result of
disperse (Turrell para. 52). The officer
the violence, particularly in Cape Town.
failed to do so and so the charge fell
Although NUSAS was crippled for a
away because it was a requisite for the
time after the government banned its
commission of the offence. The appel-
leaders, these bans backfired because
lants won on all their cases of appeal
they further invigorated student protests
(Turrell para. 65).
during the 1970s. Radicalised by Steve
In an otherwise conservative judg-
Biko, Strini Moodley, and other members
ment, Justice Van Zijl wrote:
of the South African Students Organisa-
“Freedom of speech and freedom of assem- tion (SASO), white students played a sig-
bly are part of the democratic rights of
nificant role in the liberation movement.
every citizen of the Republic and Parliament
BJ Vorster’s War against White Students 23
In loving memory of legal legend Arthur Chaskalson, on the 100th anniversary of the 1913
Land Act and the 30th anniversary of the Rikhotso victory.
26
A Permanent Space for Justice 27
The 1913 Land Act divided South Africa into separate areas that were designed as “whites
only” or “Africans only” areas. This meant that “no whites could own land in African areas,
and no Africans could own land in white areas, except in the Cape. If Africans lived on
white-owned land, they [had to] work for the landowner. Otherwise, they [had to] live as
farmers in the tribal areas” (Callinicos, Vol. One, p. 25).
Additional laws passed afterwards further restricted people’s ability to use and own
land, aimed at forcing more black South Africans to enter the workforce, thereby provid-
ing cheap labour for white farmers, industrialists, and mine bosses (see for example Luli
Callinicos, Vol. One, ch. 5–9). The Bantu Authorities Act of 1951 replaced the reserves with
a system of homelands, which “were subsequently granted independent status by the
central government” (South Africa History Online, “Apartheid Legislation 1850s–1970s”).
For a description of the lives and working conditions of migrant workers up to 1940, see
for example the two volumes of A People’s History of South Africa by Luli Callinicos, listed
under Further Reading. The Worker’s Museum in Johannesburg focuses on the lives of
migrant workers on the mines.
work. In the cities these men were classi- The Act allowed black urban work-
fied as “migrant labourers”. ers to obtain permanent residence sta-
Men like Tom Rikhotso were forced tus and therefore live permanently with
to experience the hardship and pain of their families in the areas in which they
leaving their wives and children behind worked. However, the Act’s strict require-
because the law did not permit their ments prevented many black workers
families to move to the urban areas with from qualifying for permanent residency
them. If a woman was found in the area status. To get permanent residence, Mr
where her husband worked and lived, she Rikhotso would have to show that he had
would face immediate arrest for being in “worked continuously in that area for one
the city illegally; her husband could also employer for a period not less than 10
be arrested or fined. years” (Rikhotso 1982, p. 279).
This apartheid system forced migrant
labourers to travel great distances and Always a migrant
live far away from their families in order In an effort to make it more difficult for
to secure work. Mr Rikhotso and many other migrant
The government also created rigid workers to get permanent residence,
laws designed to restrict the kind of the South African authorities required
employment that black migrant workers black migrant workers to conclude new
could get, as well as their terms of resi- contracts with their employers every
dence in urban areas. year and to have it approved by a labour
The Natives (Urban Areas) Consolida- officer. In this way it would be impossi-
tion Act of 1945, also known as the Black ble for a black migrant worker to remain
(Urban Areas) Consolidation Act or sim- in one contract of employment for ten
ply the Urban Areas Act (“the Act”) was years.
one such law. This was the law Mr Rik- As a result, towards the end of every
hotso would challenge to achieve a sem- year for a period of ten years dating
blance of justice. back to when he first started working for
28 PLJ • 2013 • Issue 1
ity there were no breaks in the applicant’s Piet Koornhof, the Minister overseeing
employment. At most what was created was the implementation of the pass laws,
the semblance of a series of breaks.” (Rik introduced an amendment to the law
hotso 1982, p. 285–86)
aimed at limiting the effect of the court
To bolster his reasoning, the judge decision. The idea was simple: if migrant
pointed to a far more “fundamental” workers’ families had not yet taken up
flaw in the state’s case: the government permanent residence in an urban area,
had imposed the contract renewal sys- they would only be allowed to live
tem on black migrant workers with the together in a house or plot where their
aim of ensuring that they would not husband or father could show that he
qualify for permanent residence status. held leasehold rights. The chronic short-
This was a misuse of power for an ulte- age of housing at the time rendered this
rior aim, which was not allowed in law virtually impossible.
(Rikhotso 1982, p. 286). Koornhof’s amendment took effect
Although the High Court judgment on 26 August 1983.
was a splendid victory for Mr Rikhotso, Fortunately, we now live in a constitu-
celebrations were placed on hold when tional democracy where unlawful action
the state appealed the decision to the by the state — that violates people’s con-
Appellate Division, then South Africa’s stitutional rights such as the right to be
highest court. protected from unfair discrimination —
On 30 May 1983 the Appellate Divi- cannot be made legal simply by amend-
sion in Bloemfontein agreed with the ing a law.
High Court decision. Mr Rikhotso and But while Tom Rikhotso’s story
his family could now live as permanent played out under an oppressive, unjust
residents in Katlehong, Germiston (Rik system, similar stories continue to play
hotso 1983). out 30 years after the Rikhotso decision.
In a democratic South Africa, rural black
The effect of the Rikhotso fathers and husbands are still compelled
decision to leave their families for work, only to
What Mr Chaskalson did in this case suffer exploitation and to receive a wage
was to use the apartheid state’s own not capable of decently sustaining their
laws to bring attention to the injustices families.
of the pass law system. With this case It is for this and many other injus-
he exposed an unlawful aspect of the tices that South Africa’s new generation
state’s actions: it was breaking its own of lawyers should follow in the footsteps
racist law by searching for loopholes to of Chief Justice Arthur Chaskalson and
prevent this hard-working labourer from continue the fight for freedom. Indeed,
living with his family in an urban area. everyone living in South Africa should
The effect of the Appellate Division’s follow the example of Tom Rikhotso
decision was to peel away a layer of the and continue the battle against injustice,
unjust apartheid practices. including the geographic and income
Sadly, the immediate benefit of the inequality that persists in our townships,
Rikhotso judgment was short-lived. Dr
30 PLJ • 2013 • Issue 1
Sodomy has meant different things at different times and under different circumstances,
but people generally use it to refer to anything they consider “an unnatural sex act”. Over
the years and across the world, this has been used to refer to a variety of activities, includ-
ing some between men and women. In South Africa sodomy was a common law crime
although it was never a crime under the Criminal Procedure Act.
Queer is a broad term for people whose sexual orientation and/or gender identity dif-
fers from the norm. This includes people who are gay, lesbian, bisexual, transgender, or
intersex, as well as transvestites. For more information, see the Further Reading section.
A custodial offence is one that is subject to imprisonment: if someone is found guilty of
a custodial offence, the Court must send them to jail.
31
32 PLJ • 2013 • Issue 1
men were present. This was highly publi- whether the existing laws against homo-
cised and a number of people were sexuality was sufficient to “curb the prac-
arrested. (“‘Mass sex orgy’ in Forest tice”. This led to further amendments to
Town!” read one headline.) Although the Sexual Offences Act to ensure that
homosexuality was already a crime, this lesbians were also targeted.
raid led BJ Vorster, then the Minister of Apart from legislation aimed at “pun-
Justice, to complain that more stringent ishing” offenders, queer people were also
measures needed to be taken against targeted in the media. Any queer films
homosexuals, and that the current legis- or other material were banned from the
lation did not allow for this. (See Gevis- country. In the 1980s especially, media
ser and Cameron, especially p. 30–47.) reporting on queer “sex scandals” and
This led to amendments to the Sex- arrests were sensationalised and hysteric.
ual Offences Act (originally called the The reports seemed to confirm that South
Immorality Act) in 1967 and 1969. One Africa was being overrun with immoral-
of these — Section 20A of the Immoral- ity and perversion. The media indulged
ity Amendment Act, 1969 — specifically in the frenzied stereotype of the teenage
targeted gay men. It was known as the victim and the older monster, regardless
“men at a party” clause, and essentially of whether these relationships were con-
made it a crime for men to do anything senting and non-exploitative.
that a judge could interpret as being This was at a time when police brutal-
intended “to stimulate sexual passion”. ity was at its high point, and the police
In this case, a “party” meant any event were facing a crisis of mistrust by the
where three or more people were present. South African public. Gay men were easy
In 1985 the President’s Council targets. The police could arrest these
launched an investigation to determine “child molesters” and look like heroes
instead of villains.
However, in the 1990s the official sen-
Section 20A of the Immorality
Amendment Act, 1969
timents regarding homosexuality began
to change. In the case of S v M, the Court
“A male person who commits with
another male person at a party an act called for the judiciary to take notice
which is calculated to stimulate sexual that social acceptance of homosexuality
passion or to give sexual gratification, was increasing. At its National Confer-
shall be guilty of an offence.” ence in 1992, the ANC stated that the
The Immorality Amendment Act of
anti-discrimination clause in the Bill of
1950 raised the age of consent for gay
males to 19. This was seen as another
Rights should protect people from unfair
step to protect the youth from “preda- discrimination based on their sexual ori-
tory men”. entation. In S v H, the Court stated that
Edwin Cameron’s article, “Unappre although sodomy was still an offence,
hended Felons: Gays and lesbians and it “can rarely, if ever, justify a custodial
the law in South Africa”, describes how
offence” if referring to acts committed in
legislation in 1993 continued to discrimi-
nate against queer people (Gevisser and private by consenting adults.
Cameron, p. 89–98). The decision to explicitly include
sexual orientation in the Constitution’s
Decriminalising Sodomy 33
One such case was National Coali In its judgment, the Constitutional
tion for Gay and Lesbian Equality and Court confirmed that, after apartheid,
Another v the Minister of Justice and Oth South Africa’s legal system would no
ers (1998) (“NCGLE”). Here the Consti- longer try to impose a specific way of
tutional Court found that the common life on all members of society. In his
law offence (sodomy) and the “men at a concurring judgment, Judge Albie Sachs
party” clause infringed people’s rights wrote that this realisation has two
to equality, human dignity, and privacy. consequences:
Accordingly, it confirmed the ruling of “The first is that gays and lesbians can-
the Witwatersrand High Court, where not be forced to conform to heterosexual
Judge Heher declared that the “men at a norms. Second is that those persons who
party” clause was unconstitutional and for reasons of religious or other belief disa-
that it was unconstitutional to include gree with or condemn homosexual con-
duct are free to hold and articulate such
sodomy in Schedule 1 of the Criminal
beliefs …
Procedure Act and the schedule to the
Yet, while the Constitution protects
Security Officers Act. the right of people to continue with such
At the same time, the Court found beliefs, it does not allow the state to turn
that the concept of “sexual orientation”, these beliefs … into dogma imposed on the
as used in the equality clause, should be whole society” (NCGLE, para. 137).
interpreted in the most “generous” way The Court agreed that respect for differ-
possible, to apply equally to people who ence is at the heart of equality and that
are bisexual or transgender, regardless of South Africa should be measured on
whether or not they identify primarily as how it treats its minorities. In the major-
non-heterosexual (NCGLE, para. 21). ity judgment, Judge Lourens Ackermann
The Constitutional Court judgment describes some of the effects of including sodomy as
a Schedule 1 offence:
• Police officials could take fingerprints from anyone who had received a summons on
an accusation of sodomy;
• Peace officers and any private citizen could arrest anyone if they had a reason to “rea-
sonably suspect” them of having committed sodomy, with or without a valid warrant;
• Anyone authorised to arrest someone suspected of sodomy could kill the suspect if,
upon attempting to arrest them, they could not arrest the suspect, or if the suspect fled
and there was no other way to arrest the suspect or stop them from fleeing;
• Courts could refuse bail to an accused who was likely to commit sodomy and, in deter-
mining whether that will happen, the Court could take into account that the accused
had a disposition to do so or had previously committed sodomy while released on bail;
• Anyone who had given or who was likely to give material evidence in a case of sodomy
could be given witness protection;
• Members of the South African Police Service had wide powers to erect roadblocks in
the prevention, detection, and investigation of sodomy;
• Anyone convicted of sodomy was disqualified from receiving or continuing to receive a
pension; and their surviving spouse or other dependents would not receive their pen-
sion after they died. (NCGLE, para. 7)
Decriminalising Sodomy 35
quoted the judgment of the Canadian ety because you are what you are, and that
Supreme Court in Vriend v Alberta (1998): impinges on the dignity and self-worth of a
group” (NCGLE, para. 127).
“It is easy to say that everyone who is just
like ‘us’ is entitled to equality. Everyone The judgment confirmed that privacy
finds it more difficult to say that those who also includes the right to make your own
are ‘different’ from us in some way should decisions and find your own identity,
have the same equality rights that we and should not be limited to “sealing
enjoy” (quoted in NCGLE, para. 22).
off from state control what happens in
Vriend v Alberta related to a teacher who the bedroom”. Judge Sachs argued that,
had been fired from his job at a religious like the equality clause, the right to pri-
college because of his sexual orientation. vacy should be interpreted broadly. Cit-
The Canadian judge in that case, Peter ing another judgement from a US court,
Cory, also argued that it demeans the Sachs stated that privacy is not only “the
whole of society to say that any group right to be left alone”, “a negative right
is “less deserving and unworthy of equal of occupying private space free from
protection and benefit of the law”. Judge government intrusion”. Instead, it is the
Cory wrote: right “to get on with your life, express
“It is so deceptively simple and so devas- your personality and make fundamental
tatingly injurious to say that those who are decisions about your intimate relations
handicapped or of a different race, or reli- without penalisation” (NCGLE, para.
gion, or colour or sexual orientation are less 116).2
worthy” (quoted in NCGLE, para. 22).
This judgment confirmed the need
Judge Ackermann agreed, pointing out to bring South Africa’s common law in
that the European Court of Human line with the Constitution’s protections
Rights has “recognised the often serious for queer rights. It also promised us that
psychological harm” that gay people suf- the state would never again try to govern
fer as result of discrimination (NCGLE, our personal lives by prohibiting us from
para. 23). Judge Sachs cited similar case forming personal relationships — either
law from the United States,1 and sum- with someone of a different race or reli-
marised the principle broadly: gion, or of the same sex.
“In the case of gays, history and experi-
ence teach us that the scarring comes not References
from poverty or powerlessness, but from Bowers, Attorney General of Georgia v
invisibility. It is the tainting of desire, it Hardwick et al 1985 478 US 186.
is the attribution of perversity and shame United States.
to spontaneous bodily affection, it is the
City of Cleburn Text. v Cleburn Living
prohibition of the expression of love, it is
Center 1985 473 US 432. United
the denial of full moral citizenship in soci-
States.
“The law is a scarce resource in South have targeted both commercial profiteer-
Africa … justice is even harder to come ing and government maladministration.
by.” These are the words of Judge Edwin They illustrate the great potential of this
Cameron in the 2001 Supreme Court of form of litigation to provide redress to
Appeal (SCA) case of Permanent Secretary, a large number of people and, to lesser
Department of Welfare, Eastern Cape Pro extent, to create an incentive for compa-
vincial Government and Another v Ngxuza nies to make systemic changes.
and Others (2001) (“Ngxuza SCA”, para. 1).
Judge Cameron, then a judge on the SCA, Silicosis is an incurable and progressive
was emphasising the importance of class lung disease that people get by inhaling
action litigation as a means of protecting crystalline silica dust. Miners are particu-
and furthering the rights of the most mar- larly vulnerable to the disease because
of the nature of their work. It is associ-
ginalised in our society, who may other-
ated with tuberculosis, respiratory infec-
wise have no access to legal redress. tion, massive fibrosis, and lung cancer.
The class action standing provi- See Roberts, The Hidden Epidemic Among
sion of the Constitution has been rela- Former Miners, p. 11 and Callinicos, A
tively underused. But a lawsuit currently People’s History of South Africa Vol. One
underway against South Africa’s largest p. 77.
mining companies seeks to bring redress,
by means of the class action mechanism,
to thousands of miners infected with sil-
What is class action litigation?
icosis. The few class action cases to date Any claimant that litigates in a court of
law must have standing, or locus standi
37
38 PLJ • 2013 • Issue 1
in judicio, to do so. Before South Africa “opt-out” class actions, other members of
adopted its post-apartheid Constitution, that class are not joined themselves, but
the rules of standing were narrow and benefit from (and are bound by) the out-
restrictive: only those claimants who come of the litigation unless they choose
could show a sufficient, personal, and to opt out of it. This poses the danger that
direct interest in a case were allowed if members of a class fail to opt out, they
to litigate it (Hoexter, Administrative will be prevented from pursuing the claim
Law in South Africa, p. 435). This meant in their individual capacity in the future.
you could not generally bring a case Because of this risk, certain requirements
on behalf of someone else alleging that must be met before anyone may litigate
their rights had been infringed. South on behalf of a class.
African law only permitted third parties
to participate in existing proceedings if Opting out means that the members of
they received a formal joinder in terms a class must be informed of the pending
of the procedural rules of court (Ngxuza class action case and given the opportu-
SCA, para. 4). nity not to be part of it. This will ensure
that they are allowed to bring their own
All this was fundamentally changed
claims later. See Currie and De Waal, Bill
by the Final Constitution, adopted in of Rights Handbook, p. 88, and Ngxuza
1996. The provisions of section 38 — SCA, para 4.
and the purposive interpretation given Note that the recent Mukaddam case
to those provisions by our courts — recognized the existence of “opt-in”
demand a broad and generous approach class actions.
to standing.1 Integral to this broad
approach is section 38(c), which allows Where a prospective representative
“anyone acting as a member of, or in the brings litigation on behalf of a class who
interest of, a group or class of persons” to allege the infringement of a right not
approach a court to allege an infringe- contained in the Bill of Rights, they must
ment or threat to a right of that group first make a preliminary application to
or class contained in the Bill of Rights. have the class action certified, allowing
South Africa’s courts have also used sec- them to act on behalf of the class (Pio
tion 38(c) to develop the common law, neer Food, para. 23).2 Then, in order for
allowing class actions to be brought even the certification application to succeed,
in cases where a right contained in the the court must be satisfied that:
Bill of Rights has not been infringed (Pio
neer Food, para. 21). • the class is defined precisely enough;
In class action litigation, one or more • a common claim or issue has been
identified;
claimants litigate on behalf of all claim-
ants in a similar position to their own. In • there is evidence of the existence of a
valid cause of action;
judge noted that the recalcitrant Depart- The three applicants, assisted by the
ment of Social Development, subject to Legal Resources Centre, brought an appli-
thousands of court orders, was willing to cation on behalf of all those affected, in
“pay the costs of those applications rather terms of the class-action standing pro-
than remedy the problem of maladminis- vision of the Constitution. They asked
tration and inefficiency … which was the the Court for an order declaring that
root cause of the problem” (Vumazonke, the cancellation of their own grants and
para. 10). He observed that in the absence the grants of all those in a similar posi-
of class action litigation, the Court was tion to their own had been unlawful,
“forced to watch impotently while a dys- and requested an order reinstating those
functional and apparently unrepentant grants retrospectively.
administration continues to abuse its Judge Froneman, in the Grahams-
power at the expense of large numbers town High Court (HC), noted the diffi-
of poor people.” The real crisis, he found, culties that the affected class of people
was that the cases represented only “the experienced in accessing justice (“Ngx
tip of the iceberg.” In other words, it was uza HC”, p. 609).5 Many lived in rural
a case crying out for class action. areas far from access to lawyers. And
when they did eventually reach lawyers,
Permanent Secretary v Ngxuza they would often be told that the legal
(2001) aid system was overburdened, or that no
In the Ngxuza SCA case, the Eastern financial assistance was available. Essen-
Cape provincial authorities unlawfully tially, many people in the applicants’
revoked the disability grants of almost position simply could not pursue their
100,000 grant recipients. The authori- own claims (Ngxuza HC, p. 621).
ties’ motive was not malicious — to Judge Froneman held that the class
the contrary, it was part of an attempt was clearly identified and specified
by the province to verify and update its because, although the applicants did not
pensioner records to purge fraudulent know exactly whose grants had been
records that cost millions every year. unlawfully suspended, the provincial
However, the authorities’ method was government did (Ngxuza HC, p. 623).
extreme and, by failing to distinguish He therefore ordered that the applicants
between the fraudulent and the truly were entitled to litigate as representatives
disabled, proved devastating to many of the class, defined as anyone whose
people in need (Ngxuza SCA, para. 7). grant had been cancelled between 1
It was also patently unlawful, as the March 1996 and 28 September 2000
entitled grantees were not given any (Ngxuza HC, p. 633).
notice or the opportunity of a consul- There were two further aspects to
tation before their grants were revoked. the order apart from certifying the
Their source of income and livelihood class action. Firstly, the judge ordered
was unilaterally severed, despite attempts
by the Human Rights Commission to
5 Ngxuza and Others v Secretary, Department of
persuade the provincial government to Welfare, Eastern Cape Provincial Government
implement fair procedures. and Another (2000).
Class Action Litigation 41
damages — though in theory targeted at for the Elimination of Silicosis, p. 4). This
compensation rather than deterrence — is despite clear evidence that the dis-
will surely serve to change commercial ease can be prevented by introducing
behaviour for the common good. measures to reduce silica dust levels;
early diagnosis; educating miners about
Looking forward: the silicosis the risks; and providing proper treat-
class action ment. (See South African Department
Currently underway is perhaps the most of Labour, p. 49–50, and Richard Spoor,
significant, and — for mining bosses — “Founding affidavit”.)
most calamitous class action matter yet While it is difficult to anticipate at
in South Africa’s history. A class action is this stage whether it will be a case “pat-
sought to be certified on behalf of more tern made” for class action litigation, it
than 17,000 miners against 30 min- is clear what questions this will revolve
ing companies, including AngloGold around. Do the applicants represent the
Ashanti, Gold Fields, Harmony Gold poorest in our society? Do its members
Mining Company, and Anglo American have the least chance of vindicating their
South Africa. The applicants claim to rights through the courts in the absence
represent the class of miners that have of representative class action litigation?
contracted silicosis due to their employ- Is the class made up of many small indi-
ers’ negligent failure to prevent the vidual claims, scattered throughout the
spread of silicosis in their mines. country? On its face, the answer to many
The recent decision of the Consti- of these questions appears to be “yes”.
tutional Court in Mankayi v AngloGold Although the monetary amount of
Ashanti (2011) has opened the way for some claims may in fact be quite signif-
mining companies to attract significant icant, the poverty of the class, and the
liability for their negligence. Here the extent to which the formal procedures of
Constitutional Court decided that, in joinder may in this case be insurmount-
cases where mineworkers suffer occupa- able, mean that class action is the most,
tional injury or disease, such as silicosis, if not only, suitable means of pursuing
due to the fault of their employer, they an appropriate remedy for the miners
may claim compensation. The Court and their families. And if this is indeed
affirmed that section 35(1) of the Com- the case, and the mining companies’
pensation for Occupational Injuries negligence is found to have caused the
and Diseases Act (COIDA) of 1993 does miners’ illnesses, then a claim of mas-
not extinguish the common law rights sive proportions seems probable. So too,
of mineworkers to recover damages. one hopes, does the timely introduction
AngloGold Ashanti had argued that this of measures to prevent this patently pre-
section prevented such compensation ventable illness.
unless done through COIDA.
The South African Department of References
Labour estimates that as many as a quar- Beukes v Krugersdorp Transitional Local
ter of all miners in South Africa suf- Council and Another 1996 (3) SA 467
fer from silicosis (National Programme (W).
44 PLJ • 2013 • Issue 1
45
46 PLJ • 2013 • Issue 1
Amayeza enziwe afana nawabenzi bawo okuqala ayasebenza kodwa kaninzi aziintlobo
ezingabizi mali ininzi lamayeza asele ekhona kwaye esetyenziswa, athengiswa phantsi
kwegama elahlukileyo. Amayeza enkohliso, kwelinye icala, ngamayeza enziwe ukuba afane
namachiza anamalungelo awodwa abenzi bawo, kusetyenziswa iipakethe, iimpawu kunye
nemathiriyeli yokuthengisa enxulunyaniswa namachiza okwenyani enziwe kuqala.
Owona mahluko ubaluleke kakhulu phakathi kweyeza lenkohliso kunye neyeza elenziwe
lafana nelomenzi walo wokuqala ulula kuba iyeza elenziwe lafana nelomenzi walo wokuqala
lona liyasebenza; amayeza enkohliso wona awasebenzi. Amayeza enkohliso anokungas-
ebenzi, okanye kwenzakalise ukusebenza kwawo, nokuba akukho nto ayenzayo. Amayeza
enkohliso anokubanga ukwenzakala okumandundu ebantwini abanomhlaza okanye i-HIV/
Aids kuba kubalulekile kubantu abanezi meko ukuba bathathe amayeza abo ngaphandle
kokuphazanyiswa.
Ngokuchaseneyo, amayeza enziwe afana nawomenzi wawo wokuqala enziwe ukuba
abe neziphumo ezifanayo nezamayeza anamalungelo awodwa omenzi wawo, kwaye ava-
vanywa aze agunyaziswe ziziphathamandla ezilawulayo. Nangona eneziphumo zokuse-
benza ezifanayo njengamachiza enziwe ngabenzi bawo bokuqala, amayeza enziwe afana
nawomenzi wawo wokuqala awabizi mali ininzi.
Amayeza eNziwe aFana nawoMenzi wokuQala, amaLungelo awoDwa abeNzi mveliso ne-HIV eKenya 47
Ilungelo lomenzi mveliso lilungelo elilodwa elinika umenzi walo ilungelo elikhethekileyo,
kwimeko yamayeza, phezu kweyeza okanye inkqubo yokwenza iyeza. Linika umenzi walo
ukuba axhamle yedwa ekwenziweni kunye nasekuthengisweni kwemveliso. Isiphumo
samalungelo omenzi kukuba kaninzi iinkampani ziye zibize imali ephezulu ngokugqithisi-
leyo ukuze zibuyise imali ekwenziwe ngayo utyalo-mali kwaye benze nenzuzo.
Ukubaluleka kwenkqubo yamalungelo abenzi ngeke iphikiswe: Inika isizathu okanye
umtsalane wokuba iinkampani zivelise okanye ziphuhlise ubuchwepheshe obutsha. Ngeke
kuphikwe kwakhona ukuba iinkampani ziyisebenzisa kakubi lenkqubo yelungelo lomenzi
kwaye ke oku kuye kukhokelele kwimeko leyo abantu abafuna kakhulu amayeza baye ban-
gakwazi ukuwafumana eyimfuneko enjalo.
48 PLJ • 2013 • Issue 1
In 2012, the High Court of Kenya at Nai- who argued in support of the petitioners.
robi heard a challenge to a proposed pat- The suit was opposed by Kenya’s Attor-
ent law that would have had serious con- ney General and the Anti-Counterfeit
sequences for people’s ability to access Agency. In Kenya, the Attorney General
cheap but effective, life-saving generic is the government’s main legal adviser;
medicines. he is also the head of the Kenyan State
The case concerned certain sections Law Office.
of the Anti-Counterfeit Act of 2008 (“the The Court had to pronounce on
Act”). The case challenging the legisla- the Act’s definition of “counterfeiting”
tion was brought by three petitioners in relation to medicine. Health activ-
who take antiretrovirals (ARVs) for HIV/ ists argued that the Act defined the
Aids. Two of them accessed ARVs through term much too broadly, in a way that
a joint programme run by Doctors With- could be interpreted to include generic
out Borders (Médecins Sans Frontières or medications.
MSF) and the Kenyan government; the The Court was asked to balance the
other received ARVs through a govern- right of medicine companies to protect
ment project. their intellectual property from counter-
The petitioners argued that the Act feiters, and the right of poor and vulner-
limited people’s access to affordable, able people to have access to affordable,
essential drugs and medicines, particu- life-saving medication.
larly generics, thereby violating the fun- In its judgment, the Court confirmed
damental rights to life, human dignity, the crucial distinction between “generic”
and health protected in Kenya’s Consti- and “counterfeit” medicines. The Court
tution. They sought an order declaring confirmed important limits to intel-
that the affected rights included the lectual property rights, stating that the
right to access generic medication. petitioners’ right to life must take prec-
The Court also heard from represent- edence over the economic interests of
atives of an NGO, the Aids Law Project, patent holders. The Court found that the
50
Generics, Patents, and HIV in Kenya 51
Act would have serious consequences for would not be able to afford the medica-
people’s ability to access cheap but effec- tion on her own.
tive generic medicines, because it did not They are not alone. In numbers cited
distinguish between counterfeit medicine in the judgment, between 1.3 to 1.6 mil-
and generics. lion people in Kenya live with HIV. Of
that number, 184,052 are children. The
Generic medicines are effective but often Court also cited figures that showed
much cheaper versions of established about half of the country’s 2.4 million
medications, which are marketed under orphans lost their parents due to HIV/
a different name. Counterfeit medicines, Aids. Many of the people living with HIV
on the other hand, are substances that
are from poor and marginalised parts of
are made to resemble patented drugs,
using packaging, trademarks, and mar-
the community (Ochieng, para. 44–50).
keting material associated with the origi- No one disputed the negative effects
nal drugs. of denying HIV patients medical treat-
The most important difference ment, or that patients could get serious
between counterfeit medicine and opportunistic infections if their treat-
generics is simply that generic medicines
ment was interrupted. The Aids Law
are designed to work; counterfeit medi-
cines are not. Counterfeit medicines Project submitted to the Court that anti-
may be ineffective or actively harmful, retroviral therapy is associated with a
even if they do nothing. Counterfeit 90% reduction in deaths caused by Aids,
medicines can cause serious harm to so long as these drugs are taken regularly
people with cancer or HIV/Aids because
as prescribed. The petitioners argued
it is important for people with these con-
ditions to take their medication without
that the confusing wording of some sec-
interruptions. tions would lead to situations where peo-
By contrast, generic medicines are ple were forced to wait for medication
designed to have the same effect as the while the authorities tried to determine
patented medicine, and are tested and whether the drugs under investigation
authorised by regulatory authorities.
were legal or i llegal.
Even though they have the same effect
as the patented drugs, generics are What was most problematic was
much cheaper. that the Act put the patent owners at an
unacceptable advantage. The availabil-
ity of generic drugs would be severely
Two of the petitioners, Patricia Asero
restricted and the cost of treatment
Ochieng and Joseph Munyi, receive
would increase, so those infected with
medicine they use themselves. Joseph
HIV would be forced to use the more
has been living with HIV for 8 years.
expensive patented brands.
Another petitioner, Maurine Atieno, has
Although the petitioners were not
a 5-year-old son who was born with HIV.
opposed to the protection of intellectual
Although she is also infected, only her
property rights, they argued that people
son receives treatment from the MSF/
living with HIV/Aids were a special class
Government project. Like Patricia and
and legislation should not contradict the
Joseph, Maurine is unemployed and
state’s obligations towards them. Apply-
ing and enforcing the Act in this way
52 PLJ • 2013 • Issue 1
would violate their fundamental rights medicines and, secondly, it has a negative
as recognised in international law and duty not to do anything that would in
Kenya’s Constitution by limiting their any way affect the access to such health
access to the drugs that give effect to care services and essential medicines.
those rights. As the Court further pointed out:
In this context the Court clearly “Many of those who are infected with the
stated that: virus are, like the petitioners, unemployed
“If such [legislative] measure would have and therefore financially incapable of pro-
the effect of limiting access, then such [leg- curing for themselves the anti-retroviral
islative] measure would ipso facto threaten branded medication that they need to
the lives and health of the petitioners and remain healthy. They are therefore depend-
others infected with HIV and Aids, and ent on generic anti-retroviral medication
would be in violation of their rights under which is much cheaper and therefore more
the Constitution” (para. 52). accessible to them” (para. 50).
The Court then considered the meaning Thus, any legislation that would cause
and implication of the right to health, in essential drugs to become unaffordable
so far as this determined the state’s obli- to citizens would mean the state was in
gations in terms of the Constitution and breach of its obligation under the Consti-
international law, particularly Kenya’s tution, thereby violating citizens’ rights.
obligations in terms of the International For this case, the question was whether
Covenant on Economic, Social and Cul- the Act in its present form rendered the
tural Rights. The Court concluded that state in breach of its obligations. The
the state’s duty was two-fold. Firstly, it Court concluded that:
has a positive duty to ensure its citizens “the right to life, dignity and health of peo-
have access to health care services and ple like the petitioners who are infected
with the HIV virus cannot be secured by
a vague proviso in a situation where those
A patent is an intellectual property right
charged with the responsibility of enforce-
that gives its holder the exclusive right,
ment of the law may not have a clear under-
in the case of medicines, over the medi-
cine or the process to produce a medi- standing of the difference between generic
cine. It gives the holder a monopoly and counterfeit medicine” (para. 84).
over the manufacture or sale of a prod- It found that the state’s primary concern
uct. The effect of patents is that com-
should be the interests of the people who
panies often charge exorbitant prices to
make back the money invested and to are infected with HIV/Aids, to whom the
generate profit. state “owes the duty to ensure access to
The importance of the patent system appropriate health care and essential
cannot be disputed: it gives companies medicines” (para. 84). It determined
a reason or incentive to innovate and that the state would fail in its duty if it
develop new technologies. It also can-
included “ambiguous provisions” that
not be denied that companies abuse
this patent system and that this results left it up to “intellectual property hold-
in situations where the people who ers and customs officials” to interpret
need it most cannot afford essential the Act’s provisions and make on-the-
medication. spot decisions that could deny people
Generics, Patents, and HIV in Kenya 53