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T-6021-82
DOmenico Vespoli, ."recision Mechanics Ltd., 80591 Canada Limited, and Paradis Vespoli Ltée (Applicants)
v.
The Queen in right of Canada and the Attorney General of Canada (Respondents)
and
Jacques Morel in his capacity as assistant sheriff for the District of Montreal (Mis -en-cause)
Trial Division, Addy J.—Montreal, November 1; Ottawa, November 19, 1982.
Income tax — Practice — Application to determine question of solicitor-client privilege pursuant to s. 232 Income Tax Act — Admittedly no solicitor-client privilege as documents com prised of bank statements — Documents seized pursuant to s.
231 of Act — No connection between applicants and docu ments — Applicants seeking return of documents on grounds evidence seized irrelevant and seizure excessive and unreason able contrary to s. 8 of Charter since documents not related to applicants — Applicants also relying on s. 24(2) of Charter requiring rejection of evidence liable to bring administration of justice into disrepute — Application dismissed — In the Matter of Hoyle Industries Ltd and Hoyle Twines Ltd., [1980] C.T.C. 501 (F.C.T.D.) and In re Romeo's Place Victoria Ltd. et al. (1981), 81 DTC 5295 (F.C.T.D.) not followed — Judge having no jurisdiction to determine relevancy on application to determine question of solicitor-client privilege — S. 232 enacted to deal solely with question of solicitor-client privilege — Relevancy issue premature as no issue before judge in light
of which such issue to be decided No jurisdiction under s.
232 application to consider question of excessive seizure for same reasons as relevancy question — Applicants having no standing before Court as documents not belonging to them Income Tax Act, S.C. 1970-71-72, c. 63, ss. 231(1)(d),(4),(7), (8),(11),(12),(13),(14),(15), 232(3),(4),(5), (9),(10) — Canadian Charter of Rights and Freedoms, being Part I of the Constitu tion Act, 1982, Schedule B, Canada Act 1982, 1982, c. 11 (U.K.), ss. 8, 24(2).
Constitutional law — Charter of Rights — Application under Income Tax Act, s. 232 re solicitor-client privilege in documents — Whether seizure excessive as documents not mentioned in search and seizure authorization — Whether Charter s. 8 violated — Whether evidence excluded under Charter s. 24(2) as bringing administration of justice into disrepute — Judge without jurisdiction on s. 232 application to consider whether excessive seizure — In any event, appli-
cants lack standing to request relief as admitting documents not theirs — Canadian Charter of Rights and Freedoms, being Part I of the Constitution Act, 1982, Schedule B, Canada Act 1982, 1982, c. 11 (U.K.), ss. 8, 24(2) — Income Tax Act, S.C. 1970-71-72, c. 63, s. 232.
Application pursuant to subsection 232(4) of the Income Tax Act to determine whether applicants have solicitor-client privi lege with respect to cancelled cheques and the attached bank statements which were seized along with other documents pertaining to the applicants' affairs. The entry, search and seizure was made pursuant to subsection 231(4) of the Act. Section 231 includes the power to enter upon and search any property for evidence for any purpose related to the administra tion or enforcement of the Act. The applicants were not mentioned in any of the documents and there was no evidence connecting them with the documents. The applicants argue that the Court should order return of the documents on the grounds that (1) the evidence so seized was irrelevant, and (2) since the documents were not related to the applicants, the seizure on its face was excessive and therefore unreasonable and unlawful and contrary to section 8 of the Charter which guarantees protection against unreasonable search and seizure. The appli cant also invokes subsection 24(2) of the Charter which requires that evidence be rejected where its admission is liable to bring the administration of justice into disrepute.
Held, the application is dismissed. The applicants admit that there is no question of solicitor-client privilege since the seized documents consist of cheques and bank statements. In In the Matter of Hoyle Industries Ltd and Hoyle Twines Ltd. and In re Romeo's Place Victoria Ltd. et al. documents which admit tedly were not subject to solicitor-client privilege were ordered by this Court to be returned because they were irrelevant as evidence concerning the financial affairs of the applicants. These cases could not be followed in the instant case because a judge does not have jurisdiction on this kind of application to determine the issue of relevancy and because the relevancy issue is premature. The purpose of enacting section 232 was to allow the question of solicitor-client privilege to be determined by a summary procedure. The special procedures provided for in section 232 are solely for the purpose of dealing with the issue of possible solicitor-client privilege. Even if jurisdiction did exist, it could never be determined at this stage as there is no issue in dispute in the light of which any such question must necessarily be decided. Because section 232 authorizes a judge to deal only with the question of solicitor-client privilege, there is no jurisdiction under a section 232 application to even consider the Charter of Rights argument question of excessive seizure. Finally, the applicants do not have any standing before the Court to request relief with respect to documents which admittedly do not pertain to their affairs and are not their documents.
CASES JUDICIALLY CONSIDERED
NOT FOLLOWED:
In the Matter of Hoyle Industries Ltd and Hoyle Twines Ltd., [1980] C.T.C. 501 (F.C.T.D.); In re Romeo's Place
Victoria Ltd. et al. (1981), 81 DTC 5295 (F.C.T.D.).
COUNSEL:
Guy Du Pont and Guy Paquette for
applicants.
Yvan Roy for respondents.
SOLICITORS:
Verchère, Noël & Eddy, Montreal, for applicants.
Deputy Attorney General of Canada for respondents.
The following are the reasons for order ren - dered in English by
ADDY J.: The applicants brought a motion before The Honourable Mr. Justice Dubé [[1983] 1 F.C. 337 (T.D.)], the purpose of which was expressed to be:
... to fix a date and a place for the determination of the question whether the Petitioners (Applicants) have a solicitor- client privilege in respect of documents, books, records and other written things seized on 8 July 1982, at the premises of Verchère, Noël & Eddy, lawyers, and kept under seal since that time by Jacques Morel, assistant sheriff for the district of Montréal;
The appointment was granted but, although it was the intention of the applicants to file a formal motion for the requested relief with the usual affidavits in support for presentation at the time and place appointed, this additional step was over looked as counsel for the parties had been attempt ing to settle the various questions raised.
Upon appearing before me, as most matters had by that time been settled and several of the seized documents had, on consent, been returned to the applicants' solicitors and as the sole issue to be determined was a question of law, there being no
dispute as to facts, it was urged upon me by all parties that I proceed to determine it as if a formal notice of motion had been made in writing. In these exceptional circumstances and in order to save time and avoid further costs, I agreed to dispense with the formal notice of motion and affidavit and to hear argument on the matter.
The only documents still subject to dispute were several bundles of cancelled cheques attached to monthly bank statements pertaining to the cheques. They were all drawn on the same account in the name of a third party in trust. None of the applicants were in any way mentioned in any of these documents and there was no evidence in any way connecting them with the documents. It was common ground, however, that the cheques and the accompanying bank statements were located in the office of the above-mentioned solicitors among the documents pertaining to the affairs of the applicants and that they were, for that reason, surrendered by the solicitors to Mr. Morel as custodian, pending the final determination of the question of solicitor-client privilege by the Court.
It was also common ground that the entry and search was made pursuant to an authorization to that effect granted by The Honourable Mr. Justice Gratton of the Superior Court of the Province of Quebec, under the provisions of subsection 231(4) of the Income Tax Act'. A copy of the said authorization to enter and search was, upon con sent, filed as an exhibit to these proceedings. The present application was made for the determina tion of the question mentioned in subsection 232(4) of that Act.
The relevant portions of the Income Tax Act read as follows:
231. (1) Any person thereunto authorized by the Minister, for any purpose related to the administration or enforcement of this Act, may, at all reasonable times, enter into any premises or place where any business is carried on or any property is kept or anything is done in connection with any business or any books or records are or should be kept, and
(d) if, during the course of an audit or examination, it appears to him that there has been a violation of this Act or a
' S.C. 1970-71-72, c. 63.
regulation, seize and take away any of the documents, books, records, papers or things that may be required as evidence as to the violation of any provision of this Act or a regulation.
(4) Where the Minister has reasonable and probable grounds to believe that a violation of this Act or a regulation has been committed or is likely to be committed, he may, with the approval of a judge of a superior or county court, which approval the judge is hereby empowered to give on ex parte application, authorize in writing any officer of the Department of National Revenue, together with such members of the Royal Canadian Mounted Police or other peace officers as he calls on to assist him and such other persons as may be named therein, to enter and search, if necessary by force, any building, recep tacle or place for documents, books, records, papers or things that may afford evidence as to the violation of any provision of this Act or a regulation and to seize and take away any such documents, books, records, papers or things and retain them until they are produced in any court proceedings.
232... .
(4) Where a document has been seized and placed in custody under subsection (3), the client or the lawyer on behalf of the client, may
(a) within 14 days from the day the document was so placed in custody, apply, upon 3 days' notice of motion to the Deputy Attorney General of Canada, to a judge for an order
(i) fixing a day (not later than 21 days after the date of the order) and place for the determination of the question whether the client has a solicitor-client privilege in respect of the document, and
(ii) requiring the custodian to produce the document to the judge at that time and place;
(b) serve a copy of the order on the Deputy Attorney General of Canada and the custodian within 6 days of the day on which it was made, and, within the same time, pay to the custodian the estimated expenses of transporting the docu ment to and from the place of hearing and of safeguarding it; and
(c) if he has proceeded as authorized by paragraph (b), apply, at the appointed time and place, for an order deter mining the question.
It is of some importance to note also that section 231, which, as above-mentioned, includes the power to enter upon and search any property or premises for evidence "for any purpose related to the administration or enforcement of this Act," also contains provisions relating to special inquiries pursuant to which a special inquirer of the Depart ment has the power to inquire "as he may deem necessary with reference to anything relating to the administration or enforcement of this Act." It
is difficult to conceive broader powers to enter upon what may quite fairly be labelled an evidenti- ary fishing expedition. The evidence so seized or gathered may be used at such inquiry. (Refer subsections (7), (8), (11), (12), (13), (14) and (15) of section 231.)
Counsel for the applicants readily admitted that there could be no question of solicitor-client privi lege involved in the documents under consider ation, since they consisted solely of cheques and bank statements. He, however, argued that the Court should order that they be returned to the applicants by the custodian on two grounds:
1. That the evidence so seized was irrelevant.
2. That since the documents were not mentioned in the authorization to seize and search and since they do not in any way purport to relate to any of the applicants, who were the only persons mentioned in the authorization as persons whose affairs are subject to investigation, the seizure was on its face excessive and, therefore, unrea sonable and unlawful. He thus seeks to have the seizure nullified as contrary to the provisions of section 8 of the Canadian Charter of Rights and Freedoms [being Part I of the Constitution Act, 1982, Schedule B, Canada Act 1982, 1982, c. 11 (U.K.)] which guarantees protection against unreasonable search and seizure. He also, for that same reason, invokes the provisions of sub section 24(2) of the Constitution Act, 1982 which requires that the evidence be excluded and rejected where its admission is liable to bring the administration of justice into disre pute.
Dealing with the first point raised, that is, the question of relevancy, the applicants rely on two fairly recent decisions of this Court, namely, In the Matter of Hoyle Industries Ltd and Hoyle Twines Ltd. 2 and In re Romeo's Place Victoria Ltd. et al. 3 .
As in the case at bar, both these decisions resulted from applications made pursuant to sub section 232(4) of the Income Tax Act and con cerned claims for solicitor-client privilege over
2 [1980] C.T.C. 501 (F.C.T.D.).
3 (1981), 81 DTC 5295 (F.C.T.D.).
documents of the applicants seized from the possession of their solicitors. In both cases, certain documents, which admittedly would not be subject to solicitor-client privilege, were ordered to be returned to the lawyers solely on the grounds that they were completely irrelevant as evidence con cerning the financial affairs of the applicants.
Reluctantly, I find myself unable to follow those decisions for the following reasons: the purpose of section 232, in my view, has been enacted exclu sively and solely to allow the question of solicitor- client privilege to be determined by a special sum mary procedure which includes the creation of a custodian without court order. In the first place, it deals only with documents that are in the posses sion of or under the control of a lawyer as therein defined. Thus, a document that might be found in the possession of an accountant or other party or in the possession of the taxpayer is not covered by the section. The wording of subsection (3) which details the procedure to be followed at the time of attempted seizure, deals only with the case where the document is in the possession of a lawyer, where the latter claims that it relates to a named client and also claims that that particular person enjoys a solicitor-client privilege with regard to the document. Subsection (4) lays down the procedure for fixing a time and place "for the determination of the question whether the client has a solicitor- client privilege in respect of the document ...." Subsection (5) provides that the hearing will be in camera and that the judge shall "determine the question" and "decide the matter summarily." This must obviously refer to the matter or question covered by subsection (4). Subsection (10), which gives the judge powers to make other directions concerning the matter, specifically restricts the power to give further direction to one which is "most likely to carry out the object of this section of allowing solicitor-client privilege for proper purposes."
In the several other subsections, the issue of solicitor-client is mentioned but at no place what soever in those provisions is any other issue either mentioned directly or alluded to in any way.
I must conclude that the special procedures provided for in section 232, including the obliga tion of the officer seizing the document to refrain from looking at it, to seal it in a package and to place it in the hands of a sheriff of the county or the district concerned as a custodian, as well as the powers granted to the judge are all enacted solely and exclusively for the purpose of dealing with the issue of possible solicitor-client privilege and for no other purpose. The judge has not on an application of this kind, the jurisdiction to deal with an issue of relevancy of the evidence or any other substan tive issue whatsoever, for that matter.
Secondly, even if jurisdiction did exist to deter mine a question of relevancy, it could never be determined at this stage as there is no issue in dispute before the judge in the light of which any such question must necessarily be decided. Section 231 which authorizes the entry and seizure pro vides that the entry and seizure may be made "for any purpose related to the administration or enforcement of this Act." (Refer subsection (1) quoted above.) Paragraph 231(1)(d) (also quoted above) provides that the document may be used as evidence as to the violation of any provision of the Act or a regulation and subsection (4) gives the right to enter and seize the evidence in the event of a belief in the possible future violation of the Act or regulations. When one considers the innumer able possible violations and resulting issues and side issues, both present and future which might arise, and when one considers that they are in no manner fixed or determined at present, it is, in my view, absolutely impossible to make any proper judicial ruling at this stage on whether a particular document is or will eventually prove to be relevant.
For the above reasons, I decline to consider the question of whether or not the cheques or bank statements in issue are relevant.
I will now consider the second argument of the applicants to the effect that the seizure of the documents constituted an unreasonable and unau thorized seizure and thus constituted a fundamen tal violation of their rights.
In the first place, for the reasons previously mentioned regarding the question of whether the
documents would be relevant, I find that I have not the jurisdiction in an application under section 232 to even consider the question of excessive seizure as section 232 authorizes me to deal only with the question of solicitor-client privilege. Remedies exist for those seeking a redress from searches and seizures that are excessive and unrea sonable for many reasons other than the fact that they might constitute an evasion of a solicitor-cli ent privilege, but such redress can neither be sought nor enforced under the authority of section 232 of the Income Tax Act.
Finally, since the basis of the claim regarding excessive seizure or unauthorized seizure is that the documents do not pertain to the affairs of the applicants and are not their documents, then none of the applicants has any standing before this Court to request any relief regarding those docu ments. It is only those persons who have an inter est in them who may be heard on any issue affect ing the documents. No such person is before the Court. Thus, even if I did have jurisdiction to decide that issue and I have already held that I do not, it could not be decided at the request of the present applicants.
For the above reasons, the cheques and bank statements, which I personally resealed following the hearing and turned over for safekeeping to the District Administrator of this Court in Montreal, will be turned over to the solicitor for the Attorney General for Canada or his duly authorized repre sentative to be dealt with in accordance with the provisions of the Income Tax Act.
Subsection 232(9) provides that no costs may be awarded upon the disposition of any application under section 232.
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