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T-1380-88
Kevin Bussey (Plaintiff) v.
Attorney General of Canada, Her Majesty the Queen and the Commissioner of the Royal Canadian Mounted Police (Defendants)
INDEXED AS.' RUSSET V. CANADA (A TTORNEY GENERAL) (Ti).)
Trial Division, Teitelbaum J.—St. John's, May 11; Ottawa, June 5, 1992.
Practice — Privilege — Application for inspection of docu ments — Action for damages for financial loss suffered due to delay in withdrawing criminal charges against applicant — Defendants claiming solicitor-client privilege re: letter from Crown Prosecutor recommending no charges be laid — Man ner of describing documents for which privilege claimed insuf ficient as almost impossible to clearly understand contents, but detailed list of documents provided — Litigation must be pre dominant reason for which document prepared for privilege to be granted — While facts contained in privileged communica tion also privileged, one can be questioned on such facts if rel evant to case — Documents sought privileged as prepared between "client" and solicitor after prosecution of plaintiff commenced.
This was an application for inspection of documents, partic ularly a letter from a Crown Prosecutor to a representative of the RCMP recommending that charges should not be brought against the plaintiff. The applicant was arrested and charged with conspiracy to traffic in narcotics early in 1985. Not until late in 1986 were the charges withdrawn. The plaintiff claimed financial loss due to the delay in withdrawing the charges. The defendants filed an affidavit of documents claiming solicitor- client privilege for reports, opinions and correspondence exchanged between their solicitors and the RCMP. The plain tiff contended that this manner of claiming privilege was insuf ficient. The plaintiff agreed that solicitor-client privilege pro tects any correspondence with a lawyer provided that it is prepared for the purpose of litigation or in contemplation thereof, but argued that the facts contained in a communication may not be privileged even if the communication is.
Held, the application should be dismissed.
Rule 448(3) states that a party may treat a bundle of docu ments as a single document providing "(a) the documents are all of the same nature; and (b) the bundle is described in suffi-
cient detail to enable another party to clearly understand its contents." The manner in which the defendants described the allegedly privileged material made it almost impossible to clearly understand its contents. It was for that reason that coun sel for the defendants provided a detailed list of the documents for which solicitor-client privilege was claimed.
Solicitor-client privilege exists as an exception to the gen eral principle requiring the fullest possible disclosure. Refer ence was made to Sauder Industries Ltd. v. Ship "Molda" et al., wherein it was noted that litigation must be the predomi nant reason for the preparation of a report in order for privilege to be claimed and granted. All communications between solici tor and client in preparation of a case are privileged. The facts contained in the communication as between client and solicitor are also privileged, i.e. the document containing the facts is privileged if it was given as between client and solicitor to pre pare for litigation. This does not, however, mean that one can not be questioned on facts relevant to a case if referred to in a privileged document.
The documents sought were privileged as they were pre pared for the purpose of the litigation. They were prepared between "client" and its solicitor after the prosecution of the plaintiff had commenced.
STATUTES AND REGULATIONS JUDICIALLY CONSIDERED
Federal Court Rules, C.R.C., c. 663, R. 448 (as am. by SOR/90-846, s. 15).
CASES JUDICIALLY CONSIDERED DISTINGUISHED:
Justason v. Canada Trust (1987), 78 N.B.R. (2d) 317; 198 A.P.R. 317 (Q.B.); Lapointe v. Canada (Minister of Fish eries and Oceans), [1987] 1 F.C. 445; (1986), 6 F.T.R. 134 (T.D.).
CONSIDERED:
Sauder Industries Ltd. et al. v. Ship "Molda" et al. (1986), 3 F.T.R. 190 (F.C.T.D.); Dusik v. Newton et al. (1983), 1 D.L.R. (4th) 568; 48 B.C.L.R. 111; 38 C.P.C. 87 (C.A.).
REFERRED TO:
Central Mortgage and Housing Corporation v. Founda tion Company of Canada Limited and Travellers Indem nity Company of Canada et al. (1984), 63 N.S.R. (2d) 402; 141 A.P.R. 402; 7 C.L.R. 179; 43 C.P.C. 66 (S.C.).
APPLICATION for inspection of documents. Application dismissed.
COUNSEL:
Thomas E. Williams for plaintiff. Al R. Pringle, Q. C., for defendants.
SOLICITORS:
O'Dea, Strong, Earle, St. John's, for plaintiff.
Deputy Attorney General of Canada for defend ants.
The following are the reasons for order rendered in English by
TEITELBAUM J: This is an application for inspection of documents by the plaintiff, Kevin Bussey, wherein plaintiff makes the following request:
WHEREAS as pursuant to Rule 476 of the Federal Court Act S.C. 1990, c. 8 and for the reasons outlined and contained in the Affidavit attached hereto, the Plaintiff requests that this Honourable Court grant an Order instructing the Defendants to disclose to the Plaintiff those documents contained in Schedule II of the Defendant's Affidavit of Documents and more partic ular [sic] relating to correspondence between the various Crown's solicitors and the Royal Canadian Mounted Police.
In his application, plaintiff states:
1) he filed a statement of claim against the defend ants the Attorney General of Canada and Her Majesty the Queen (Crown) on July 4, 1988;
2) the defendants filed a statement of defence on June 8, 1989;
3) the defendants filed an affidavit of documents on the 12th of March, 1991 when the Crown claimed privilege to those documents and reports outlined and contained in Schedule II;
4) the defendants provided plaintiff with a notice to inspect only those documents where no privilege is claimed.
Plaintiff states that he wishes to inspect specific documents contained in Schedule II of the defend ants' affidavit of documents "as they (should read he —there is only one plaintiff) feel they are essential in
establishing their case and rebutting the Defendant's case as outlined in their Defence".
At the hearing before me, counsel for plaintiff left me with the impression that he really wanted to see one main document. This document, if it in fact exists, is an alleged letter written by a Mr. Eaton, a Crown Prosecutor, to a representative of the Royal Canadian Mounted Police (RCMP) stating that no charges should be brought against the Plaintiff.
I think it important to give some background to better understand the present proceeding.
As I have stated, the plaintiff filed a statement of claim into the Court Registry on July 4, 1988. Plain tiff alleges that on or about January 16, 1985, he was arrested by the RCMP and charged under the Crimi nal Code [R.S.C. 1970, c. C-341 of Canada. On Janu- ary 25, 1985, the plaintiff appeared in Court in St. John's in the Province of Newfoundland for election and plea. Plaintiff alleges, in paragraph 8 of his state ment of claim:
8. On July 16th, 1985 an agent of the Defendant wrote the Plaintiff's lawyer indicating his willingness to withdraw the above cited charges against the Plaintiff, which said with drawal was later denied.
Plaintiff also alleges he took numerous steps to attempt to have a speedy trial but could not do so. In any event, on November 18, 1986, the plaintiff alleges that the defendants withdrew all charges against him. As a result, plaintiff is claiming damages in that "he has suffered both financial and economic loss".
As per Rule 448 [Federal Court Rules, C.R.C., c. 663 (as am. by SOR/90-846, s. 15)], the parties to an action must file and serve an affidavit of documents listing both privileged and non-privileged documents in its possession as well as other statements concern ing documents:
Rule 448. (1) Every party to an action shall file an affidavit of documents and serve it on every other party to the action within 30 days from the close of pleadings or such other period as the parties agree or the Court orders.
(2) An affidavit of documents (Form 19) shall contain
(a) separate lists and sufficient descriptions of all documents relevant to any matter in issue that
(i) are in the possession, power or control of the party and for which no privilege is claimed,
(ii) are or were in the possession, power or control of the party and for which privilege is claimed,
(iii) were but are no longer in the possession, power or control of the party and for which no privilege is claimed, and
(iv) the party believes are in the possession, power or con trol of a person who is not a party to the action;
(b) a statement of the grounds for each claim of privilege in respect of a document;
(c) a description of how the party lost possession, power or control of any document and its current location, so far as the party can determine;
(d) a description of the identity of each person referred to in paragraph (a)(iv), including the person's name and address, if known; and
(e) a statement that the party is not aware of any other rele vant document other than those that are listed in the affidavit or those that are or were only in the possession, power or control of another party to the action.
(3) A party may treat a bundle of documents as a single doc ument for the purposes of an affidavit of documents, if
(a) the documents are all of the same nature; and
(b) the bundle is described in sufficient detail to enable another party to clearly understand its contents.
(4) A document is in a party's power or control if
(a) the party is entitled to obtain the original document or a copy of it; and
(b) at least one other party is not so entitled.
(5) The disclosure of a document or its production for inspection shall not be taken as an admission of its authenticity or admissibility in the action.
The defendants, in their affidavit of documents, concerning privileged documents in their possession, make the following statement:
The following are all of the relevant documents, or bundles or relevant documents, that are or were in the Crown's posses sion, power or control and for which privilege is claimed:
Reports, opinions and correspondence exchanged between the Defendant's solicitors, agents and the Royal Canadian Mounted Police, their agents and representatives on the grounds of solicitor/client privilege.
Now plaintiff wants to be able to examine these documents as he states they are crucial for him "to help him have a better case and to be in a better posi tion to attack the Defendants' case".
Counsel for plaintiff contends that the manner in which defendants expressed that they have docu ments which they consider privileged is insufficient. Counsel contends that if defendants are claiming that certain documents are subject to solicitor-client privi lege, defendants must, at the least, state what the doc uments are.
I agree with this submission by plaintiff. Rule 448(3) states that a party may treat a bundle of docu ments as a single document providing "(a) the docu ments are all of the same nature; and (b) the bundle is described in sufficient detail to enable another party to clearly understand its contents."
It is apparent that the manner in which the defend ants "described" the allegedly privileged material, makes it almost, if not impossible, "to clearly under stand its contents". I am satisfied that counsel for defendants realized this concern and for that reason produced a detailed list of the documents for which defendants are claiming solicitor-client privilege as per Schedule II of defendants' affidavit of docu ments.
Counsel for plaintiff submits that plaintiff should be able to identify the documents, failing which plaintiff is at a total loss in understanding what are the documents for which privilege is being claimed and must he able to see the documents in order to
obtain factual evidence not names of and descriptions of informers.
Plaintiff submits that the general principle is that there must be the fullest possible disclosure. The sub mission is that there must be full, open and complete disclosure of any and all documents that are relevant.
There is, of course, no disagreement with the above statement. To temper this broad principle one must consider that the law allows certain documents not to be disclosed if there exists a solicitor-client privilege, that is, a document was prepared for the purpose of litigation or in contemplation of litigation. In the case of Sauder Industries Ltd. et al. v. Ship "Molda" et al. (1986), 3 F.T.R. 190 (F.C.T.D.), at page 191, Mr. Justice Rouleau states:
The general rule which now prevails contemplates that there is to be the fullest possible disclosure of all relevant material capable of throwing light upon the issues of a case.
The dominant purpose rule, which is now being followed in the Canadian courts, suggests that though there may be a remote possibility of litigation, along with some other purpose for which the report may have been ordered, litigation must be the predominant reason in order for privilege to be claimed and granted.
Counsel for plaintiff submits and he agrees that the solicitor-client privilege protects any correspondence with a lawyer providing it is prepared for the purpose of litigation or in contemplation of litigation. Counsel submits that there are exceptions to the privilege. As an example, counsel states that the facts contained in a communication may not be privileged even if the communication is. Counsel submits the case of Dusik v. Newton et al. (1983), 1 D.L.R. (4th) 568 (B.C.C.A.) where Mr. Justice Seaton speaking for the Court of Appeal states, at pages 571 and 572:
The general principle of solicitor-client privilege is stated at 8 Wigmore, Evidence (McNaughton rev. 1961), § 2292, p. 554:
Where legal advice of any kind is sought from a profes sional legal adviser in his capacity as such, the communica tions relating to that purpose, made in confidence by the cli ent, are at his instance permanently protected from
disclosure by himself or by the legal adviser, except the pro tection be waived.
This definition was approved by the Supreme Court of Canada in Solosky v. The Queen (1979), 105 D.L.R. (3d) 745 at p. 756, 50 C.C.C. (2d) 495, [1980] 1 S.C.R. 821 (per Dickson J.). There are circumstances that fall outside the definition and there are exceptions to the definition, but prima facie commu nications between solicitors and their clients are privileged.
The appellant's argument approaches the matter in this way. Whether the plaintiff's shares were being sold is a question of fact. Mr. Newton's knowledge on that fact is in issue. Whether he gained the knowledge through his solicitor or otherwise, his knowledge on the question of fact is not privileged. The appel lant supports this contention with extracts from Susan Hosiery Ltd., above, including this extract at p. 34:
What is important to note about both of these rules is that they do not afford a privilege against the discovery of facts that are or may be relevant to the determination of the facts in issue. What is privileged is the communications or work ing papers that came into existence by reason of the desire to obtain a legal opinion or legal assistance in the one case and the materials created for the lawyer's brief in the other case. The facts or documents that happen to be reflected in such communications or materials are not privileged from discov ery if, otherwise the party would be bound to give discovery of them.
I would also note that Mr. Justice Seaton, on pages 572 and 573, goes on to state:
In my view, the reasoning in those cases does not apply to this case. The questions in issue on this appeal inquire into the solicitor-client communication. Mr. Harasym did not contend that the fact within his client's knowledge was privileged, hut that the communication was privileged. In my view, he was right in that contention.
Counsel for the appellant has not offered us any case in which it was held that the communication between the solicitor and the client was not privileged in so far as it dealt with fact. In the brief time available, this trial is to start on Monday, I have not come across a case.
The distinction that was not made by the appellant was made by Jackett P. at p. 35:
In my view it follows that, whether we are thinking of a let ter to a lawyer for the purpose of obtaining a legal opinion or of a statement of facts in a particular form requested by a lawyer for use in litigation, the letter or statement itself is privileged but the facts contained therein or the documents from which those facts were drawn are not privileged from
discovery if, apart from the facts having been reflected in the privileged documents, they would have been subject to discovery.
I take this to mean that all communications between solicitor and client in preparation of a case are privileged. The facts contained in the communi cation as between client and solicitor are also privi leged. That is to say, the document containing the facts is privileged if it was given as between client and solicitor to prepare for litigation. This does not mean that one cannot be questioned on all facts rele vant to the case even if certain facts are contained in the privileged document such as a question as to whether or not, as a matter of a fact, the Crown Pros ecutor, a Mr. Eaton, recommended not to lay or press charges against the plaintiff. The recommendation being made to the RCMP (see Central Mortgage and Housing Corporation v. Foundation Company of Canada Limited and Travellers Indemnity Company of Canada et al. (1984), 63 N.S.R. (2d) 402 (S.C.), paragraph 14, page 405).
Another exception to the general rule of privilege for communications between client and solicitor, according to counsel for plaintiff is public interest and relevance—fairness of trial.
Counsel submits the case of Justason v. Canada Trust (1987), 78 N.B.R. (2d) 317 (Q.B.) for the above principle. In the Justason case, the Judge inspected the documents upon which privilege was being alleged and states, at page 320:
... and have come to the view the documents do involve the question of legal advice being sought and received by the defendant respecting the administration of the trust in question, except for B-3 which I shall touch upon later.
Mr. Justice Higgins goes on to state at pages 320, 321 and 322:
Of significance, however, certain of these documents were written by the plaintiff himself in his capacity as supervisor respecting the very trust in question, seeking legal advice in respect thereof on behalf of the defendant, his then employer.
These certain documents therefore, in my view, give rise to two substantive competing principles. First they are documents seeking and containing professional legal advice between the defendant and its legal counsel, and secondly, they comprise evidence documenting the conduct of the plaintiff, in his employ, carrying out his responsibilities as supervisor of trust services, the very issue raised by "the particulars of cause" filed by the defendant.
The question and resolution of competing principles was addressed by Lord Edmund-Davies in Waugh v. British Rail ways Board, [1980] A.C. 521, at p. 543, as follows:
"And in my judgment we should start from the basis that the public interest is, on balance, best served by rigidly confin ing within narrow limits the cases where material relevant to litigation may be lawfully withheld. Justice is better served by candour than by suppression. For, as it was put in the Grant v. Downs majority judgment, at p. 686: ' ... the privilege ... detracts from the fairness of the trial by deny ing a party access to relevant documents or at least subject ing him to surprise'."
I believe the total documentation I have inspected may be grouped into three divisions:
1. General correspondence between the plaintiff, acting as the defendant's trust officer, and the defendant's legal advi sor, seeking and receiving advice and direction respecting the trust agreement in question and how the trust was being administered. There are also two sheets of figures and calcu lations with no indication who prepared them or to what specific purpose they were prepared, and I refer specifically to B-3.
2. Memoranda internal to the defendant's legal advisor's law office, essentially comprising direction by a senior part ner in this law firm, the defendant's legal counsel, to junior lawyers in his office to research certain points of trust law together with the research prepared by these lawyers.
3. Legal advice sought by officers of the defendant other than the plaintiff and dated after the plaintiff's dismissal.
In my view the documentation contained in the first division ought to be produced and made available for inspection and those documents in divisions two and three ought not to be dis closed.
The documentation in division number one, in my view, is most relevant to this matter, particularly to the plaintiff, in the sense that this documentation refers to when the plaintiff sought advice; what advice he sought; the analysis and assess ment of the trust agreement in question, which the defendant alleges the plaintiff handled incompetently; and the advice and direction the plaintiff was receiving from defendant's legal counsel in the face of emerging problems. This documentation,
in my view, has relevance independent of the "legal advice" aspect of the exchanges.
In my view the interest of "relevance" and "fairness of the trial" must here prevail over the privilege claimed by the defendant. I also order B-3 disclosed as there appears to be no reason advanced why it ought not to be disclosed.
The balance of the documentation I have examined does not possess that added element of the plaintiff's personal involve ment and, thus, in my view, the solicitor-client privilege claimed must prevail with regard to such remaining documen tation.
In the above case, the plaintiff was asking for the production of certain documents which were written by himself in his capacity as supervisor respecting a trust in issue wherein he was seeking legal advice on behalf of his employer. This is not as in the case at bar. In the case at bar, no letters were sent to the defendants' solicitors before any charges were laid— the plaintiff never "acted" for the defendants.
With respect, I am satisfied that this case is not analogous to the one at bar.
Another exception to the general rule for privilege is that of waiver, according to counsel for plaintiff. Counsel for plaintiff states this waiver may be expressly or implicitly given. Counsel refers to para graph 4 of the statement of defence together with the last sentence of paragraph 9 of the statement of defence as well as the last sentence of paragraph 16 of the statement of defence for the proposition that the defendant implicitly waived any privilege in that it is the letter sent by Eaton which, according to plaintiff, shows that there never existed a prima facie case.
4. As to paragraph 4 of the Statement of Claim, he says that the Plaintiff was charged that he did unlawfully conspire together, the one with the other, with three (3) other persons to commit the indictable offence of trafficking in a narcotic, to wit., Can nabis resin, in violation of Section 4(1) of the Narcotic Con trol Act, thereby committing an offence contrary to Section 423(1)(d) of the Criminal Code of Canada. He further says that the Plaintiff was also charged with two counts of posses sion of narcotics for the purpose of trafficking contrary to Sec tion 4(2) of the Narcotic Control Act.
9.... He says in answer to paragraph 10 of the Statement of Claim, that the Defendant's servants including the Defendant's Crown prosecutor were of the opinion throughout the time referred to in paragraph 10 of the Statement of Claim that there was a `prima facie' case against the Plaintiff.
16.... He further says that the evidence against the Plaintiff was reviewed by the Defendant's Crown prosecutor and it was determined that a `prima facie' case existed to charge the Plaintiff with the offences referred to in paragraph 4 of the Statement of Claim.
Counsel submits for consideration the case of Lapointe v. Canada (Minister of Fisheries and Oceans), [1987] 1 F.C. 445; (1986), 6 F.T.R. 134 (T.D.) for the above-mentioned principle. In the F.T.R. summary of the case [at page 134], it states:
The plaintiffs alleged that federal authorities acted without authority in cancelling certain fishing licences. The plaintiffs alleged that the authorities breached the rules of natural justice and that their servants acted maliciously in cancelling the licences and claimed damages for loss of profits and conse quential and punitive damages. The authorities refused to answer questions on discovery and provide documents respect ing legal opinions which were sought by them. They claimed such opinions were privileged. The plaintiffs applied under Federal Court Rule 465(18) for an order requiring the authori ties to answer questions and provide documents.
The Federal Court of Canada, Trial Division, held that the legal opinions were privileged, but that the authorities waived the solicitor-client privilege in their statement of defence. Accordingly, the court allowed the plaintiffs' application but ordered that access to the legal opinions would be available only to the parties for their confidential use.
On page 446 F.C., Mr. Justice Cullen makes the following observation:
The allegation is that the defendants breached the rules of natu ral justice, their servants acted maliciously in requesting the Minister of Fisheries and Oceans (Minister) to cancel the licences, and later claim damages for loss of profits and conse quential and punitive damages.
In the case at bar, there is no allegation that the defendants breached the rules of natural justice and I am of the view that this case is also not applicable to the case at bar. Furthermore, the opinions solicited in the case before Mr. Justice Cullen were obtained
before cancelling of the licences in issue as opposed to the communication being looked for in the present case which, if it exists, came into being after the plaintiff was charged for his alleged criminal activity.
I am satisfied that the documents being sought are privileged as these documents were prepared for the purpose of the litigation. The documents were pre pared between "client" and its solicitor after the pros ecution against plaintiff had commenced.
The application is dismissed with costs.
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