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T-888-75
Canadian National Railway Company (Plaintiff) v.
Dennis Douglas George Milne and Duncan Wil- liam Carmichael (Defendants)
Trial Division, Addy J.—Vancouver, January 21 and 22, 1980.
Practice — Production of documents — Privilege — Expro priation — Application to require defendants to produce an appraisal report covering an expropriated property — Appraisal report ordered shortly after receipt of notification of expropriation — Notification contained no mention of price — As most expropriation cases settled without litigation, defend ants cannot rely on bald statement that the report was ordered because of probable litigation — No evidence of "reasonable expectation of litigation" or of litigation being dominant force behind ordering the report — Determination of expropriated land's value was the overwhelming reason for ordering the report — Application allowed — Federal Court Rule 455.
Canadian National Railway Co. v. McPhail's Equipment Co. Ltd. [1978] 1 F.C. 595, followed. R. v. Hawker Siddeley Canada Ltd. [1977] 2 F.C. 162, followed.
APPLICATION. COUNSEL:
V. Orchard for plaintiff.
D. B. Kirkham for defendants.
SOLICITORS:
Ladner Downs, Vancouver, for plaintiff. Owen, Bird, Vancouver, for defendants.
The following are the reasons for order ren dered in English by
ADDY J.: The plaintiff is applying for an order pursuant to Rule 455 of the Federal Court Rules to require the defendants to produce an appraisal report ordered by the latter covering a property which they owned and which was expropriated by the plaintiff.
The facts briefly are as follows:
(1) The defendants are both lawyers;
(2) Their lands were expropriated on the 5th of November 1974;
(3) On the same day they received a letter advising them of the expropriation;
(4) No mention of any kind as to price was made;
(5) No further communications of any kind took place between the parties or their repre sentatives before the report in issue was ordered;
(6) The appraisal report was ordered shortly after the 5th of November 1974;
(7) The report was received on the 4th of December 1974;
(8) Counsel was first consulted by the defend ants in March of 1975;
(9) One of the defendants in an affidavit dated the 16th of January 1980, stated "Upon receipt of Exhibit "A", (Notice of Expropriation) it was immediately apparent to me that litigation to determine the amount of compensation to which we were entitled was a probability, and in con sultation with my partner, I decided that an appraisal was required".
Although in the case of Canadian National Railway Company v. McPhail's Equipment Com pany Ltd. [1978] 1 F.C. 595 it was the expropriat ing party who was seeking to have an appraisal report exempted from production, I can see no reason why the tests mentioned by Heald J.A. at pages 598 and 599 of the above mentioned report of the case would not be applicable to the expro priated party.
There is obviously an onus on any person claim ing privilege, to establish positively that the privi lege should be granted. That onus extends to establishing not only that the report was obtained for the purpose of submitting it to counsel for advice but also for the purpose of litigation exist ing or in contemplation at the time that the report was ordered.
As stated by Le Dain J.A. in delivering the judgment of the Federal Court of Appeal in the case of The Queen in right of Canada v. Hawker Siddeley Canada Ltd. [ 1977] 2 F.C. 162 at page 166 "A party should bring himself clearly within the requirements of a claim for privilege. It is in the interests of justice that there be the fullest
possible disclosure of all relevant material capable of throwing light upon the issues in a case."
In the Hawker Siddeley case, there was already a dispute between the parties and an exchange of correspondence regarding the dispute had occurred. There was also affidavit evidence to the effect that it was already apparent that it would be necessary to take legal proceedings and that one of the purposes for obtaining the evidence would be to instruct legal advisers. Yet the Court denied the appeal and affirmed the Trial Court's decision to order production.
Having regard to the facts in the case at bar, because as in the McPhail's Equipment case, judi cial notice can be taken of the fact that most expropriations are settled without litigation being instituted, it is not sufficient in order to discharge the onus to rely on a bald statement by the expro priated party that it was his view at the time that litigation was a "probability". There is absolutely nothing to indicate "a reasonable expectation of litigation" which, according to the McPhail case should be established before privilege from pro duction can be claimed. A mere subjective test is not sufficient. There must be some clear evidence justifying the conclusion.
From the facts, it appears that on or about the 5th of November and shortly thereafter, there could only exist a possibility of litigation and that possibility would be quite remote and very far from a probability.
The remote possibility of litigation might have existed and therefore to some extent might be said to have contributed to the reason for ordering the report, but in my view the overwhelming reason was merely to obtain an estimate as to value for negotiation purposes. This latter reason was cer tainly the dominant purpose for ordering the report immediately after the expropriation if in fact the other purpose existed at all. The defend ants, in my view, have failed to discharge the onus of establishing that there was in fact a reasonable probability of litigation and that it was in part because of this that the report was ordered.
It is interesting to note the very radical change to the existing law in England brought about by the decision of the House of Lords in the case of Waugh v. British Railways Board (H.L.) reported in [1979] 3 W.L.R. 150 where it was unanimously held that, although one of the material purposes for the preparation of a report might clearly be for submitting it to legal advisers in order to receive legal advice in reasonable anticipation of legal proceedings, privilege could not be claimed unless that was the "dominant" purpose for which the report was prepared. Lord Wilberforce with whose reasons Lord Keith of Kinkel concurred went so far as to cite with approval the 1976 Australian decision of Grant v. Downs 135 C.L.R. 674 where it was held that the privilege must be confined to cases where the evidence was brought into exist ence for the "sole" purpose of submission to legal advisers for advice or use in legal proceedings.
In the Waugh case the House of Lords reviewed previous English jurisprudence which had also been followed by Canadian courts in the recent cases of Northern Construction Co. v. B.C. Hydro and Power Authority (1970) 75 W.W.R. 21; Vernon v. Board of Education for the Borough of North York [1976] 9 O.R. (2d) 613; The Queen in right of Canada v. Hawker Siddeley Canada Ltd. (supra). They agreed that the law of England up to that time as established by a long line of cases, granted privilege where "one of the purposes" was the obtaining of legal advice or the instructing of legal advisers in regard to existing or reasonably apprehended legal proceedings. Yet the House of Lords held that such was no longer the law of England and laid down very firmly the principle of "dominant" purpose.
In my view, the Canadian courts will most likely be adopting a similar rule in the future having regard to the tendency of our courts in recent years to enlarge the areas where disclosure can be ordered.
The motion is allowed with costs.
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