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T-2515-80
Usarco Limited and Frank Levy (Plaintiffs) v.
The Queen and Attorney General of Canada (Defendants)
Trial Division, Mahoney J.—Toronto, August 20; Ottawa, August 26, 1980.
Practice — Motion to strike pleadings — Plaintiffs seek a declaration that a certificate given pursuant to s. 244(4) of Income Tax Act is fraudulent and a nullity — Plaintiffs also seek a declaration that an information charging them with income tax evasion is statute-barred — Defendants seek to strike out statement of claim — Plaintiffs allege that evidence was complete in May 1978 and that an officer authorized to perform duties of Minister pursuant to s. 244(4), standing in the Minister's shoes, could not truthfully certify that such evidence had come to the Minister's attention in June, and that his untruthful certification was fraudulent — Whether Court lacks jurisdiction to declare that information was invalid — Whether statement of claim discloses a reasonable cause of action — Whether action is frivolous or vexatious — Court lacks jurisdiction to grant relief with respect to information — Statement of claim to stand — Income Tax Act, S.C. 1970- 71-72, c. 63, s. 244(4).
Lazarus Estates, Ltd. v. Beasley [1956] 1 All E.R. 341, referred to. Medicine Hat Greenhouses Ltd. v. The Queen 79 DTC 5091, referred to. Fee v. Bradshaw 76 DTC 6279, distinguished. Samuel Varco Ltd. v. The Queen (1978) 87 D.L.R. (3d) 522, distinguished. Imperial Tobacco Ltd. v. Attorney-General [1980] 2 W.L.R. 466, distinguished. Canadian Radio-Television Commission v. Teleprompter Cable Communications Corp. [1972] F.C. 1265, followed.
MOTION. COUNSEL:
Geoffrey J. R. Dyer for plaintiffs.
W. J. A. Hobson, Q.C. and Roger E. Taylor
for defendants.
SOLICITORS:
McDonald & Hayden, Toronto, for plaintiffs.
Deputy Attorney General of Canada for defendants.
The following are the reasons for judgment rendered in English by
MAHONEY J.: The defendants apply to strike out the statement of claim herein on the grounds that this Court lacks jurisdiction to grant the relief sought, that the statement of claim discloses no reasonable cause of action and that the action is frivolous or vexatious. The plaintiffs seek a decla ration that a certificate given pursuant to subsec tion 244(4) of the Income Tax Act, S.C. 1970-71- 72, c. 63,' dated April 16, 1980, is "without proper factual foundation" and, therefore, a nullity. Counsel stated that the choice of language was "a matter of taste" and that he would, if necessary, amend the prayer for relief to substitute or add the words "made fraudulently". I will deal with this application on the basis that such an amendment had been made. The plaintiffs also seek a declara tion that an information laid June 22, 1979, charg ing the plaintiffs with income tax evasion is stat- ute-barred and, therefore, invalid.
The plaintiffs argue that they have no other remedy in respect of the information in view of the fact that the certificate is conclusive evidence in that other court. I have difficulty in accepting that any court would so hold, if the certificate were, indeed, proved fraudulent. As Lord Justice Parker said of fraud, in not entirely dissimilar circum stances,
... that quality, if proved, vitiates all transactions known to the law of however high a degree of solemnity.'
' 244... .
(4) An information or complaint under the provisions of the Criminal Code relating to summary convictions, in respect of an offence under this Act, may be laid or made on or before a day 5 years from the time when the matter of the information or complaint arose or within one year from the day on which evidence, sufficient in the opinion of the Minister to justify a prosecution for the offence, came to his knowledge, and the Minister's certificate as to the day on which such evidence came to his knowledge is conclusive evidence thereof.
2 Lazarus Estates, Ltd. v. Beasley [ 1956] 1 All E.R. 341 at p. 351.
That is a conclusion with which Lord Justice Denning as he then was, at page 345, concurred succinctly:
Fraud unravels everything.
In a pertinent judgment of the Alberta Supreme Court of Appeal, 3 Lieberman J.A., said:
1 would like to comment upon the phrase "conclusive evidence" as it is used in s. 244(4). In dealing with this matter I wish to make it clear that I am doing so on the basis that there is no fraudulent intent or improper motive involved in specify ing the date contained in the certificates.
I agree that this Court has no jurisdiction vis à vis the information. The information is a process of another court over whose process this Court is vested with no control. A declaration that would necessarily and directly embarrass that court in the control of its process cannot be sought in this Court. The certificate is another matter. It is not a process of another court; it is a document gener ated for use as evidence in that court.
In Fee v. Bradshaw, 4 this Court held, in appar ently similar circumstances, that it did not have the power to verify the truth of facts attested to in a subsection 244(4) certificate. That decision ensued upon a hearing in a proceeding initiated by originating notice of motion. The taxpayers had the opportunity to adduce evidence. It is not apparent that fraud was expressly alleged. This summary application to strike out a statement of claim is to be distinguished. Fraud is alleged. No evidence can be received here; I must assume that what the plaintiffs allege in the statement of claim is all true and that it will all be proved if the action goes to trial.
3 Medicine Hat Greenhouses Ltd. v. The Queen 79 DTC
5091 at p. 5097.
76 DTC 6279.
The Fee decision was appealed and the oral judgment of the Federal Court of Appeal, 5 which, regrettably, appears not to have been reported, upheld that decision in the following terms:
Even if it is assumed that the Trial Division had the power to review the accuracy of the certificate of the Minister in this case, we are of the view that the appellant's application had nevertheless to be dismissed since it is clear, in our opinion, that section 244(4) of the Income Tax Act refers to the personal knowledge of the Minister and not to the knowledge of the officers of his department.
A further appeal to the Supreme Court of Canada is pending.
While the Court of Appeal did not find it neces sary expressly to dispose of the question of juris diction, it clearly did not wish to base its decision on a lack of jurisdiction. I find, in that refusal, some support for my own view that the action ought not be summarily dismissed for a clear lack of jurisdiction to grant the relief sought. The reason for dismissing the application adopted by the Court of Appeal is not to be applied where fraud is proved. If it were, the protection against dilatory prosecution afforded by subsection 244(4) is illusory, in spite of fraud, in cases in which the Minister is not personally involved in the decision to prosecute. Parliament cannot have intended that.
I am cognizant of the numerous precedents in which civil courts have declined to exercise their jurisdiction to grant declaratory relief where there were pending concurrent criminal proceedings. 6 They, however, are not pertinent to the question of whether a statement of claim should be struck out. The test for that was stated by the Federal Court of Appeal in Canadian Radio-Television Com mission v. Teleprompter Cable Communications Corp.'
... the problem before the Court with respect to the claimed declaration was not whether on such facts the declaration asked should be made but whether on the facts as alleged a declara tion if made in the exercise of the Court's discretion at trial would be sustainable.
5 Court No. A-210-76. Decision rendered April 5, 1978. Copy of oral reasons attached to abstract of hearing.
6 E.g. Samuel Varco Ltd. v. The Queen (F.C.T.D.) (1978) 87 D.L.R. (3d) 522. Imperial Tobacco Ltd. v. Attorney-General (H.L.) [19801 2 W.L.R. 466.
[1972] F.C. 1265 at 1270.
Further, on the facts as pleaded, ... I do not regard it as inconceivable that the Court in the exercise of a judicial discretion might grant a declaration of the sort claimed ...
I am therefore of the opinion that it would have been wrong to abort the proceedings at this stage by striking out the statement of claim ...
The material facts alleged, in chronological order, are:
1. Donald R. Banks, a special investigations officer of the Department of National Revenue, began an investigation into the plaintiffs' affairs in May 1974.
2. In December 1975, he advised the plaintiffs that he expected to finish the investigation within three months and that he did not intend to recommend prosecution in respect of the con struction, in 1972, of a swimming pool by the plaintiff, Usarco, for the plaintiff, Levy.
3. Banks continued his investigation into other, unrelated, matters.
4. In April 1978, the plaintiffs were advised by J. R. Giles, Director-Taxation, Hamilton, that Banks had completed his investigation of their affairs and that "the Department" would be prepared to discuss its findings with them in May 1978.
5. On June 22, 1979, Banks laid the information alleging income tax evasion arising exclusively out of the benefit conferred as a result of con struction of the swimming pool.
6. The Attorney General elected to proceed on the information by way of summary conviction.
7. On April 16, 1980, Giles signed the certificate pursuant to subsection 244(4) stating that evi dence, sufficient in the opinion of the Minister to justify a prosecution for the offence in issue, had come to the Minister's attention on June 26, 1978.
Giles was, at all material times, an officer desig nated by paragraph 900(2)(b) of the Income Tax Regulations, 8 duly made pursuant to paragraph
8 C.R.C. 1978, Vol. X, c. 945.
221(1)(f) of the Act, to exercise the powers and perform the duties of the Minister under subsec tion 244(4) of the Act. Assuming, as I must, all of the allegations of fact in the statement of claim to be true, the inferences the plaintiffs invite are, firstly, that Giles must have had all the evidence he ever had not later than May 1978, and, second ly, that he, standing in the Minister's shoes, could not truthfully certify that it had come to the Minister's attention in June, and that his untruth ful certification was fraudulent. Notwithstanding counsel's indignation that such a proposition should be advanced by the plaintiffs, much less entertained by the Court, I cannot agree that, on the facts alleged, those inferences are so far- fetched as to support a summary finding that the statement of claim ought to be struck out as disclosing no reasonable cause of action.
I have, as stated, dealt with this on the basis that the promised amendment expressly alleging fraud had been incorporated in the statement of claim. With that amendment, it is clearly not frivolous nor merely vexatious. I have not con sidered what the result ought to have been in its absence. Perhaps that question will be answered by the Supreme Court of Canada when it deals with the Fee appeal. I express no opinion as to the likelihood of this Court exercising its discretion to grant the declaration sought but expect that the fact that this action is pending will not delay the criminal proceedings if the court of criminal juris diction finds itself able to deal with the allegation of fraud, provided it is raised before it.
ORDER
In the result, paragraph 10(b) of the statement of claim, which refers to the information, will be struck out. The plaintiffs will have leave, on or before September 15, 1980, to amend paragraph 10(a) of the statement of claim by adding or substituting an express allegation that the certifi cate was made fraudulently and such other com plementary amendments as they may be advised, failing which the statement of claim will be struck
out and the action dismissed with costs. Proceed ings will be stayed in the meanwhile. If said amendment is made, the statement of claim, except paragraph 10(b), will stand and costs of this application will be in the cause.
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