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A-457-76
The Queen in right of Canada (Appellant) v.
Hawker Siddeley Canada Ltd. and Chemi-Solv Limited (Respondents)
Court of Appeal, Urie and Le Dain JJ. and MacKay D.J.—Toronto, November 1 and 2, 1976.
Privilege — Party claiming privilege must prove that
requirements met — Affidavit evidence National Defence Act, R.S.C. 1970, c. N-4, s. 42(1).
Appellant claims that the report of a Board of Inquiry set up pursuant to section 42(1) of the National Defence Act is privileged because the inquiry was instituted in order to prepare a report that would assist the Department's legal advisors in anticipated litigation.
Held, the appeal is dismissed. A party must bring himself clearly within the requirements of a claim for privilege. The possibility of litigation was undoubtedly contemplated at the time the Board of Inquiry was established. However, section 42(1) of the National Defence Act makes no reference to obtaining material for the purposes of litigation and the terms of reference for the inquiry contain no reference to anticipated litigation. The affidavits of the Board's legal advisor and of the Deputy Judge Advocate General are without probative value on the issue of fact.
APPEAL. COUNSEL:
Derek H. Aylen, Q.C., and L. Holland for appellant.
J. D. Holding, Q.C., for respondent Hawker Siddeley Canada Ltd.
No one appearing for respondent Chemi-Solv Limited.
SOLICITORS:
Deputy Attorney General of Canada for appellant.
Borden & Elliot, Toronto, for respondent Hawker Siddeley Canada Ltd.
Martineau, Walker, Allison, Beaulieu, MacKell & Clermont, Montreal, for respond ent Chemi-Solv Limited.
The following are the reasons for judgment of the Court delivered orally in English by
LE DAIN J.: This is an appeal from a judgment of the Trial Division' ordering the production for inspection of the proceedings and report of a Board of Inquiry established under the authority of section 42(1) 2 of the National Defence Act, R.S.C. 1970, c. N-4, to investigate the cause and extent of corrosion damage to the propulsion ma chinery and systems in the HMCS Restigouche. The appellant opposes such production on the ground that the proceedings and report are privileged.
The appellant entered into a contract in 1970 with the respondent Hawker Siddeley Canada Ltd. (hereafter referred to as "Hawker") for certain work of conversion and refitting on the Restigou- che, to be carried out at the Halifax Shipyards of Hawker, and Hawker subcontracted the work of cleaning the vessel's boilers to the respondent Che- mi-Solv Limited. Upon discovery of the corrosion damage referred to above, a letter dated July 4, 1972, was sent on behalf of the appellant to Hawker, advising Hawker that it was being held responsible for the damage. Hawker replied by letter dated July 11, 1972, denying that it was responsible for the damage and giving as its rea sons for denial of responsibility that the decision to "acid clean" the main boilers was taken by officers of the Department of National Defence against contrary advice, and that the process of cleaning was carried out under the direction and supervision of personnel of the Department. By order dated August 4, 1972, Vice Admiral D. A. Collins, Chief of Technical Services, Department of National Defence, issued instructions providing for the appointment of a Board of Inquiry to "investigate the extent and cause of the corrosion damage reported in the main and auxiliary machinery as well as associated systems of HMCS RESTIGOU -
' [1977] 1 F.C. 463.
2 42. ( 1) The Minister, and such other authorities as he may prescribe or appoint for that purpose, may, where it is expedi ent that he or any such other authority should be informed on any matter connected with the government, discipline, adminis tration or functions of the Canadian Forces or affecting any officer or man, convene a board of inquiry for the purpose of investigating and reporting on that matter.
CHE ", and setting out its terms of reference. The evidence to be gathered by the Board and the findings and recommendations to be made by it were specified as follows:
4. The board shall obtain statements from all available wit nesses and in particular shall record evidence as to:
a. The possible alternative technical causes of the resultant damage;
b. The actions both technical and administrative which may have contributed to the most probable cause of the resultant damage;
c. What persons were associated with the actions of b. above; and
d. The full extent and cost of repair of the resultant damage.
5. Findings shall be made as to:
a. The most probable technical cause of the damage.
b. Administrative procedures which may have contributed to the cause of the damage.
c. Repairs or treatment which are required and those that may be required.
6. Recommendations shall be made on:
a. Technical procedures to avoid a recurrence of the damage in all ships.
b. Administrative procedures to prevent a repetition of the incident.
The terms of reference provide for attendance of representatives of the respondent Hawker (referred to as "Halifax Shipyards") as follows:
Representatives of the Department of Supply and Services, Shipbuilding Branch, Ottawa, and of Halifax Shipyards should be invited to attend the proceedings of the board.
On September 29, 1972, the Department of National Defence issued a press release which announced in general terms the findings of the inquiry and contained the following statement:
The inquiry report, which runs to close to 400 pages, is being studied intensively at National Defence Headquarters to deter mine what further action may be necessary, including the possibility of recovery action for the costs of repair.
The action was instituted by the appellant in August 1975.
The appellant produced affidavit evidence to support its claim of privilege for the proceedings and report of the board. The affidavit dated May 1, 1976, of J. L. Scott Henderson, solicitor and legal advisor to the Board of Inquiry, contains the following statements:
5. The Board was aware, when it convened, through the letter of Mr. W. E. Smith of Canadian Forces Headquarters addressed to the plaintiffs, dated July 4, 1972, attached hereto as Exhibit A, that a notice of claim had been made by the Crown against Hawker Siddeley Ltd.
6. Accordingly the Board during its proceedings obtained statements from witnesses and evidence which could be used in support of a Crown claim against the parties legally responsible for the damage of the ship.
7. It was expected by the Board that the evidence received by it would be referred to the law officers of the Crown for use in connection with legal proceedings arising out of the damages incurred by HMCS Restigouche.
The affidavit dated June 8, 1976, of Roland F. Barnes, Deputy Judge Advocate General of the Canadian Armed Forces, contains the following statements:
... it was apparent before the board of inquiry was convened and while it was being conducted that a dispute had already arisen between the plaintiff and the defendant Hawker and that it would be necessary to take legal proceedings to recover the cost of repairing the ship, and this has indeed proven to be the case.
On May 6, 1976, I telephoned J. L. Scott Henderson from Ottawa and spoke to him in Halifax and he informed me that when the board of inquiry was convened it was contemplated by himself and those connected with the inquiry that one of the main purposes of the inquiry would be to obtain statements from the potential witnesses and evidence that could be used to support a claim against the defendants for the very substantial cost of repairing the corrosion damage and it was contemplated that the evidence so obtained would be delivered to the solici tors who would represent the plaintiff in asserting a claim and in taking legal proceedings and for these reasons statements were obtained by the board and potential witnesses were identi fied and asked to sign their statements.
The parties are not in significant disagreement as to the applicable law in the present case. It is conveniently stated in Williston & Rolls, The Law of Civil Procedure, Vol. 2, p. 916, as follows: "All documents and copies thereof prepared for the purpose, but not necessarily the sole or primary purpose, of assisting a party or his legal advisors in any actual or anticipated litigation are privileged from production." The respondent would insist, in
view of certain authority, 3 that if such purpose be not the sole or primary one it must at least be a substantial purpose for which the document is prepared, but this emphasis would not appear to be important in the present case. It is not essential, as might be inferred from the reasons of the Trial Judge, that the document be prepared at the request of a legal advisor; it is sufficient if it be prepared for such purpose by a party on his own initiative.
The dispute in this case is as to whether, on the documentary evidence, the appellant has dis charged the burden of clearly showing that one of the purposes for instituting the inquiry was the preparation of a report that would be submitted to legal advisors to assist them in anticipated litiga tion. 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.
We are all of the opinion that the appellant has not discharged this burden in the present case. It is no doubt reasonable to conclude that, at the time the Board of Inquiry was established, the possibili ty of litigation was contemplated in view of the exchange of correspondence that had taken place between the parties only shortly before the appointment of the Board. The evidence does not clearly show, however, that a purpose in setting up the Board was to obtain a report that would be laid before legal advisors to assist them with respect to such litigation. The Board of Inquiry was to carry out the instructions of Admiral Collins, and it is his instructions that must determine the purposes
3 The Court was referred to the following decisions as indicating the law. with respect to this privilege: Woolley v. North London Railway Company (1869) L.R. 4 C.P. 602; Cook v. North Metropolitan Tramway Company (1889) 6 T.L.R. 22; Birmingham and Midland Motor Omnibus Co. Ltd. v. London and North Western Railway Company [1913] 3 K.B. 850; Blackstone v. The Mutual Life Insurance Company of New York [ 1944] O.R. 328; Cook v. Cook and Kelterbourne [1947] O.R. 287; Seabrook v. British Transport Commission [1959] 2 All E.R. 15; Longthorn v. British Transport Commis sion [1959] 2 All E.R. 32; Susan Hosiery Limited v. M.N.R. [1969] 2 Ex.C.R. 27; Mitchell v. Canadian National Railways (1974) 38 D.L.R. (3d) 581; Alfred Crompton Amusement Machines Ltd. v. Customs and Excise Commissioners (No. 2) [1974] A.C. 405.
for which it was established. Section 42(1) of the National Defence Act, which confers the authority for such an inquiry, makes no reference, explicit or implicit, to preparing or obtaining material for purposes of litigation. It is concerned with matters "... connected with the government, discipline, administration or functions of the Canadian Forces or affecting any officer or man...." The terms of reference for the inquiry contained in Admiral Collins' order to the President of the Board contain no reference to the requirements of legal advisors or to anticipated litigation. They are concerned with determining the cause and extent of the damage and with recommendations as to how such damage may be prevented in the future. They reflect the administrative concern of the Chief of Technical Services rather than the requirements of anticipated litigation. Most sig nificant in our opinion is the clearly expressed intention that representatives of the respondent Hawker be "invited to attend the proceedings of the Board." There is nothing in the record to suggest any limitation on this intended right of attendance. The statement in the terms of refer ence that "This investigation is classified CONFI DENTIAL" does not, in our opinion, clearly qualify the extent to which the respondent Hawker was to be permitted to attend and follow the proceedings. In our view, this expressed intention that the respondent should have the right to attend is inconsistent with a purpose to use the inquiry for the preparation of a privileged document. As for the affidavit evidence, not only is it not the best evidence of what Admiral Collins intended when he instituted the inquiry, but it does not even constitute clear and unequivocal evidence of what he, as distinct from the members of the Board or its legal advisor, may have had in mind as a purpose of the inquiry. We are therefore of the opinion that these affidavits are without probative value on the issue of fact calling for determination.
For all of these reasons we would dismiss the appeal.
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