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T-667-86
Peter S. Laframboise (Applicant)
v.
The Queen (Respondent)
INDEXED AS: LAFRAMBOISE v. R
Trial Division, Joyal J.—Toronto, May 22; Ottawa, July 2, 1986.
Income tax — Seizures — Act amendment containing new rule restricting Minister's right to collect taxes owing — Exception providing Minister may take immediate action when collection might be jeopardized by delay — Extent of Minis ter's discretion — Onus on Minister to justify taking immedi ate action — Income Tax Act, S.C. 1970-71-72, c. 63, ss. 225 (as am. by S.C. 1985, c. 45, s. 115), 225.1 (as added idem, s. 116), 225.2 (as added idem), 226.
Apparently unemployed, the taxpayer was assessed on Feb- ruary 18, 1985 in the amount of $85,129.06 on an income calculated on a net worth basis of $184,929. An investigation by the Special Investigations Division of Revenue Canada disclosed that the taxpayer had purchased a car for $13,700 and a pleasure boat for $15,500, had transferred $65,000 to a friend or associate and had tried to transport $14,000, con cealed under his car, to the United States. He also had $13,000 in a bank account. On January 28, 1986, the taxpayer was arrested on charges of conspiracy to traffic in narcotics.
In February 1986, the Minister, considering that the collec tion of the taxes owing might be jeopardized by delay, made a direction pursuant to subsection 225.2(1) of the Act, ordering an immediate seizure of some of the taxpayer's assets.
This is an application under subsection 225.2(3) of the Act to have that direction vacated.
Held, the application should be dismissed.
The power to take immediate collecting action is an excep tion to a recent amendment to the Income Tax Act (section 225.1) limiting the authority of the Minister to enforce pay ment of taxes owing on an assessment until there has been a final determination of the tax payable. This amendment repre sents a considerable departure from a long-standing provision in the Act.
Subsection 225.2(3) provides for a kind of show cause hear ing where the Minister has the burden of justifying his direction.
The Minister had sufficient grounds to give the direction. The nature of the assessment itself raises reasonable apprehen sions that the taxpayer had not been conducting his affairs in orthodox fashion. The following circumstances, taken together, constituted sufficient grounds for the Minister to have exer cised his power: the attempt to smuggle money into the United
States, the withdrawal of cash from a bank, the taxpayer's statement to a police constable that he had hidden that money and that the police would never find it, and the exchange of cash for tangible assets.
Subsection 225.2(1) is couched in liberal terms that provide considerable latitude to the Minister, a greater latitude than when one deals with a seizure before judgment: subsection 225.2(1) provides that the Minister may take immediate action when "it may reasonably be considered that collection of an amount assessed ... would be jeopardized by a delay". The scope of the Minister's power was broader than that found in Mareva injunction cases so that the tests discussed in those cases were not determinative in dealing with the Minister's direction.
CASES JUDICIALLY CONSIDERED
DISTINGUISHED:
Erie Mfg. Co. (Can.) Ltd. v. Rogers (1981), 24 C.P.C. 132 (H.C. Ont.); Chitel et al. v. Rothbart et al. (1982), 39 O.R. (2d) 513 (C.A.).
COUNSEL:
John I. Laskin and C. Medland for applicant.
P. A. Vita, Q.C. and M. J. B. Wood for respondent.
SOLICITORS:
Davies, Ward & Beck, Toronto, for applicant.
Deputy Attorney General of Canada for respondent.
The following are the reasons for order ren dered in English by
JOYAL J.: This is an application to vacate a direction by the Minister of National Revenue made pursuant to subsection 225.2(1) [as added by S.C. 1985, c. 45, s. 116] of the Income Tax Act, R.S.C. 1952, c. 148 (as am. by S.C. 1970-71- 72, c. 63, s. 1). It arises from the enactment by Parliament in 1985 of certain amendments to the Income Tax Act limiting the authority of the Minister of National Revenue to enforce payment of taxes owing on an assessment until there has been a final determination of the tax payable.
These amendments are found in section 225 of the Income Tax Act and were enacted [sections 225.1 and 225.2] in S.C. 1985, c. 45, section 116.
Subsection 225.1(1) contains detailed rules restricting the right of the Minister to collect taxes owing. These rules represent a considerable depar ture from a long-standing provision in the Income Tax Act and are meant to dampen considerably the right of the Minister to collect a tax until various avenues of appeal have been exhausted. The full text of the subsection is as follows:
225.1 (1) Where a taxpayer is liable for the payment of an amount assessed under this Act (in this subsection referred to as the "unpaid amount"), other than an amount payable under subsection 227(9), the Minister shall not, for the purpose of collecting the unpaid amount,
(a) commence legal proceedings in a court,
(b) certify the unpaid amount under subsection 223(1),
(c) require a person to make a payment under subsection 224(1),
(d) require an institution or person to make a payment under subsection 224(1.1),
(e) require the retention of the unpaid amount by way of deduction or set-off under section 224.1,
(/) require a person to turn over moneys under subsection 224.3(1), or
(g) give a notice, issue a certificate or make a direction under subsection 225(1)
before the day that is 90 days after the day of mailing of the notice of assessment.
Notwithstanding these limitations, however, the new amendments provide an exception. This exception is found in subsection 225.2(1) and authorizes the Minister to take immediate action to collect when it may reasonably be considered that the collection of an amount assessed might be jeopardized by delay.
The full text of subsection 225.2(1) reads as follows:
225.2 (1) Notwithstanding section 225.1, where it may rea sonably be considered that collection of an amount assessed in respect of a taxpayer would be jeopardized by a delay in the collection thereof, and the Minister has, by notice served personally or by registered letter addressed to the taxpayer at his latest known address, so advised the taxpayer and directed the taxpayer to pay forthwith the amount assessed or any part thereof, the Minister may forthwith take any of the actions
described in paragraphs 225.1(1)(a) to (g) with respect to that amount or that part thereof.
By direction, therefore, the Minister in such circumstances may demand immediate payment of the amount assessed and take such procedures to enforce payment as would otherwise be denied him.
The taxpayer, however, is not without recourse. Pursuant to subsection 225.2(3), he may file an application to a Superior Court or Federal Court judge to have the direction varied or vacated. It is a kind of show cause hearing where the Minister has the burden of justifying his direction. The judge may then dispose of the application by con firming the direction, by vacating it or varying it and may make such other order as he considers appropriate. In effect, a judge may look at the grounds on which the Minister has made his direc tion and decide whether or not they are of a nature to justify the exceptional measure the Minister has taken. In effect, the procedure is a check on the Minister's authority which would otherwise be substantially unfettered.
The applicant before me is a taxpayer who was assessed on February 18, 1985. He was assessed in the amount of $85,129.06 on an income calculated on a net worth basis of $184,929. This assessment was the result of an investigation by the Special Investigations Division of the Windsor District Taxation Office of Revenue Canada. The investi gation disclosed that although the taxpayer appeared unemployed, there was evidence of some affluent pursuits in which the taxpayer had been engaged, namely the purchase of a car for $13,700, the purchase of a pleasure boat for $15,500, the transfer of $65,000 to a friend or associate and the transportation to the United States of some $14,000 concealed underneath his automobile. The taxpayer also held some $13,000 in a bank account.
Law enforcement agencies as well had reasons to be concerned with the taxpayer. Drug section officers of the Royal Canadian Mounted Police became interested in the taxpayer's activities and suspected that the taxpayer's source of income was from trafficking in drugs. This interest was in tandem with Revenue Canada which always takes
the position that notwithstanding the source of any income, a taxpayer should pay his fair share of taxes on it.
The result of the investigations by law enforce ment agencies was to arrest the taxpayer on Janu- ary 28, 1986 on charges of conspiracy to traffic in narcotics. He was released on bail. The result of the investigation by Revenue Canada was to submit to the Minister a lengthy telex message dated February 14, 1984 outlining the following:
1. The proposed assessment in the amount I have stated;
2. The grounds for assessment;
3. The fact of the criminal charges laid against him;
4. The grounds for the application of the jeopardy provisions I have previously explained;
5. A statement of the assets to be seized or pro posed collection action to be taken.
The grounds for the application of the jeopardy provisions are summarized in four affidavits filed on behalf of the Minister.
The first affidavit is by Mr. H. A. Diguer, an Assistant Deputy Minister of Revenue Canada who states that his decision to make a direction was based on information in the statement con tained in the telex of February 14, 1986. The direction he did make was communicated to the taxpayer by registered mail on February 18, 1986 and copy of that letter together with copy of the Notice of Assessment and of the telex are attached as exhibits to the affidavit.
The next affidavit is from Constable R. Reyn- olds of the Royal Canadian Mounted Police who states that on January 10, 1986, he had proceeded to the international border at the Ambassador Bridge linking Windsor, Ontario to Detroit, Michigan, where he observed that the U.S. Cus toms Service had taken the taxpayer into custody and had seized the equivalent of some $14,000 in Canadian funds which the U.S. authorities had discovered concealed underneath the taxpayer's car.
The third affidavit is from another RCMP con stable, N. Wentoniuk, who stated he had obtained a copy of a withdrawal receipt from the Toronto- Dominion Bank dated February 10, 1986 in the amount of $11,000 and signed by the taxpayer. He also stated that on or about February 10, 1986, he had questioned the taxpayer about the withdrawal and he had replied as follows: "I have it, I stashed it and you will never find it."
The last affidavit on behalf of the Minister is from G. Hooft of the Special Investigations Divi sion of Revenue Canada. It is in this affidavit that the various assets of the taxpayer are disclosed with copies of documents witnessing the various transactions attached as exhibits. Included in these documents is a deed of sale from the taxpayer to his parents of property at 1419 Prince Road in Windsor for nominal consideration and the assumption of a $21,000 mortgage as well as copies of I.O.U's in the total amount of $65,000 paid to an associate of the taxpayer for investment purposes.
The case for the taxpayer against what appears, prima facie, to be reasonable grounds for the direction is set out in the taxpayer's affidavit dated May 16, 1986. The material elements in the affidavit are that:
1. the taxpayer has strong roots in the community of Windsor;
2. he owns a house, his wife is gainfully employed, his parents live in Windsor and since an industrial accident on June 30, 1984, has been in receipt of Workmen's Compensation benefits of $412 per week;
3. on or about May 6, 1986, he filed a Notice of Objection to the assessment;
4. upon his release pending trial on the criminal charges, bail was set at $10,000 cash and $60,000 securities together with the condition that he remain in the County of Essex as well as sign in at the local police station every Sunday.
The taxpayer further states that the bail condi tions imposed on him have not been breached to
date and that he has no intention of breaching them prior to his criminal trial.
The taxpayer's Notice of Objection is attached to his affidavit. The grounds stated are that no reason was advanced to him to explain or justify the amount of tax assessed nor to justify jeopardy procedures against him.
On the basis of the evidence before me, I have no hesitation in concluding that the Minister, on February 18, 1986, had sufficient grounds to make his direction. I find that the nature of the assess ment itself raises reasonable apprehensions that the taxpayer had not been conducting his affairs in what might be called orthodox fashion. There is reasonable apprehension that in placing surplus funds for investment purposes through the hands of a third party instead of directly, there would be difficulty in retracing these funds or in recovering them.
Discounting for the moment the real apprehen sion that the taxpayer's income might have come from criminal pursuits, the incident at the Ambas sador Bridge, the withdrawal of cash from the Toronto-Dominion Bank, the taxpayer's statement to a police constable, the exchange of cash for tangible assets, all of these factors taken together provide, in my opinion, sufficient grounds for the Minister to have exercised his power at that par ticular time.
Counsel for the taxpayer urged the Court to find that there were serious deficiencies in the affidavit evidence submitted on behalf of the Minister. Relying on Erie Mfg. Co. (Can.) Ltd. v. Rogers (1981), 24 C.P.C. 132 (H.C. Ont.) and Chitel et al. v. Rothbart et al. (1982), 39 O.R. (2d) 513 (C.A.), and other cases dealing with the well- known Mareva injunction procedures, counsel for the taxpayer ably and articulately pleaded that the burden on the Minister to justify his actions is a very heavy one and that such action should not be endorsed by this Court except on unassailable grounds. The rules of evidence when submitted in affidavit form must be strictly construed, he said, and particularly in the case of H. A. Diguer's evidence, did the affidavit fail to state that he "believed" in the information communicated to
him in telex form by the district investigator, G. Hooft.
The taxpayer's counsel might have an arguable point were the evidence before me limited exclu sively to that particular affidavit. As counsel for the Crown reminded me, however, I am entitled to look at all the evidence contained in the other affidavits. These affidavits might also be submit ted to theological dissection by anyone who is dialectically inclined but I find on the whole that those essential elements in these affidavits and in the evidence which they contain pass the well- known tests and are sufficiently demonstrated to justify the Minister's action.
I would further observe that the Minister's au thority under subsection 225.2(1) is exercisable when "it may reasonably be considered that collec tion of an amount assessed ... would be jeopard ized by a delay". The expression has sufficiently liberal qualifications to it that its ambit appears to me of far greater scope than that found in Mareva injunctions. The word "may" and the expression "reasonably considered", when read together, pro vide considerable latitude to the Minister, a lati tude which I believe is not found whenever one deals with a seizure before judgment.
Logic and good sense tell me that it should be so. The institution of an action by a private litigant against another private litigant cannot be equated with a Notice of Assessment under the Income Tax Act. The balances which a Court must main tain are not the same. Between private parties, it is necessary for a plaintiff to establish a strong prima facie case. By a Notice of Assessment, however, the case is made as far as the Minister is con cerned and the burden rests on the taxpayer to disprove or vary it through appeal procedures. It is the kind of presumption which is not found when dealing with actions on contract or in tort. The uncertainties when dealing with the latter cases are ever present and the consequential damages when a Mareva order is granted too generously
may be incalculable or at least be extremely vexatious.
I should also observe that the subsection 225.2(1) refers to the "collection of an amount assessed [which] would be jeopardized by a delay in the collection thereof' (my underlining), a wording which establishes the presumption that the amount is a "collectible" amount, collectible forthwith, were it not for the delays which subsec tion 225.1 contemplates. I conclude that, although indicative of the tests which might be applied by a Court in dealing with a Minister's direction, the tests found in Mareva proceedings are far from being determinative or conclusive.
A further argument advanced by counsel for the taxpayer is with respect to another notice sent by Revenue Canada dated February 18, 1986, where a demand is made for immediate payment of the tax assessed. This notice is pursuant to subsection 226(1) and authorizes the Minister to demand payment when he suspects that a taxpayer is about to leave Canada. I was urged to find that there were no grounds for this suspicion. The evidence in the taxpayer's affidavit as to his family roots in Windsor, his wife's employment, a home which he owns, all of this quells any reasonable suspicion the Minister might have had. Furthermore, coun sel argued, the conditions of the taxpayer's bail requiring him to stay in Essex County and to report regularly to the local authorities had not been breached and the taxpayer had no intention of breaking them.
Perhaps a case could be made on this were it not for a fact that I should doubt that a Minister's decision under section 226 is reviewable by a Court. It appears to be independent of the powers conferred under paragraph 225.2(1) and as such is not reviewable under paragraph 225.2(2). Wheth er this is by reason of legislative policy or legisla tive oversight is not for me to decide. I can only declare that the leaving Canada issue is not before me nor do I have the necessary jurisdiction to determine whether or not the Minister had reason-
able grounds to suspect that the taxpayer would depart our shores.
The statute provides that on an application of this nature, a judge may confirm, vacate or vary the direction of the Minister. According to the taxpayer's affidavit, the Minister's direction has to date caused the seizure of an amount of $1,700 in the Toronto-Dominion Bank, the seizure of a 1975 Mustang automobile, the filing of a lien on the taxpayer's house which has a net value of some $35,000 and a lien on the property transferred by the taxpayer to his parents allegedly for a nominal consideration. The affidavit of the taxpayer, although traversing at length the issue of his leav ing Canada and denying that the transfer of real estate to his parents was otherwise than at arm's length, provides the Court with little guidance as to the degree of impediment to his current finan cial needs which the exercise of some of the execu- tory processes under paragraphs 225.1(1)(a) to (g) might have caused.
Similarly, the record is silent as to any garnish- ment proceedings having been taken with respect to the large amount of funds entrusted by the taxpayer to a third person.
I would think that it is incumbent on the Minis ter in exercising his executory powers under sub section 225.1(1) to limit the freeze to those assets which roughly equal the amount at risk. Again, the record is silent on this point.
In such circumstances, I should very much hesi tate at this stage to vary the Minister's direction, leaving it to the parties to make such adjustments as may be necessary so that the essential purposes of the jeopardy provisions are maintained and that the taxpayer, qua taxpayer, be otherwise capable of managing his affairs, whatever those affairs may be.
I am informed by counsel that to their knowl edge, the new jeopardy provisions under the Income Tax Act have not previously been subject-
ed to a judicial test. In such circumstances, a Court is often tempted to stray further afield than the strict requirements of the case and end up with musings of doubtful value. Perhaps, I have not sufficiently resisted that temptation. I will only concede that as a response to the wide-ranging and interesting debate provided to me by counsel on both sides, the temptation was strong.
The Minister's direction is confirmed. Pursuant to the provisions of subsection 225.2(8), there are no costs.
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