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T-52-84
RCP Inc. (Applicant) v.
Minister of National Revenue and Deputy Minis ter of National Revenue for Customs and Excise (Respondents)
Trial Division, Rouleau J.—Toronto, October 15 and 21; Ottawa, December 13, 1985.
Practice — Costs — Litigation settled — R. 344(1) provid ing costs follow "event" — "Event" outcome of litigation, whether judgment or settlement — Not dependent on judgment or order — Equity requiring award of costs to successful applicant — Duty of Court to consider whole of circumstances, including respondents' conduct leading to litigation, necessity of lengthy cross-examinations on ambiguous affidavits, and prolonged argument as to costs — Costs not awarded on solicitor-client basis except in exceptional circumstances — Costs not awarded as damages — Solicitor-client costs here would amount to damages — Costs awarded as lump sum over and above Tariff amounts — Federal Court Rules, C.R.C., c. 663, R. 344(1),(7), Tariff A, s. 1(4)(a), Tariff B, s. 3.
Federal Court jurisdiction — Trial Division — Motion for order for costs on solicitor-client basis — Whether applicant should have proceeded under ss. 46 and 48 of Customs Act — S. 46 not resolving main issue of policing end-use of imported items — Court having jurisdiction — Customs Act, R.S.C. 1970, c. C-40, ss. 46, 48 (as am. by R.S.C. 1970 (2nd Supp.), c. 10, s. 65).
Held, costs should be awarded as a lump sum over and above the Tariff amounts.
Rule 344(1) provides that costs of all proceedings shall be in the discretion of the Court and shall follow the event unless otherwise ordered. The "event" is the outcome of the litigation, whether it be a judgment or a settlement. An order or judgment is not required for there to be an "event". Settlement is not a bar to an award of costs. Equity dictates that the applicant be awarded its costs. It was successful in the action and the respondents should not be allowed to avoid paying costs by settling the matter when it becomes apparent that the applicant would be successful at a trial of the issues. While the Court has an absolute discretion to award costs, a successful litigant has a reasonable expectation of obtaining an order for costs.
It is the Court's duty to consider the whole of the circum stances of the case and what led to the action, the necessity of lengthy cross-examinations and the prolonged argument as to costs. The respondents' conduct was reprehensible. It persisted in its policy for 4 1 / 2 years. It complicated and lengthened the proceedings by filing affidavits containing discrepancies days before trial. There was also some indication that there may not have been fair play in the suspension of the applicant's privi leges while they were maintained by the competitors. Although the applicant satisfied the Court of bad faith on the part of respondents, that it had been unfairly dealt with and that the conduct of the Department's officials was not beyond reproach, this conduct did not persist after the commencement of the proceedings. Orkin, in The Law of Costs, states that the court has a general discretion to award costs as between solicitor and client, although not by way of damages. Awarding costs on a solicitor-client basis in this case would be commensurate to awarding damages. In cases where costs have been awarded on a solicitor-client basis there was contempt of court, failure to put in all the evidence, duplication of proceedings, frivolous and vexatious proceedings, unconscionable behaviour, or miscon duct resulting in unnecessary delays or expense.
The inherent discretion with respect to costs rests with the presiding judge. Implied in Rule 344(7) is a discretion on the part of the Trial Judge to vary the amounts in Tariff B. Section 3 of Tariff B represents authority for the exercise of the Court's discretion to vary the amounts set out in the Tariff. The Court's power to vary the amount in the Tariff was recognized in Bourque v. National Capital Commission, [1972] F.C. 527 (C.A.). In Hillsdale Golf & Country Club Inc. v. R., [1979] 1 F.C. 809 (T.D.), a lump sum in lieu of taxed costs was awarded. The circumstances here amply justify an increase in the amount over and above those set out in the Tariff.
CASES JUDICIALLY CONSIDERED
APPLIED:
Creen v Wright (1877), 25 W.R. 502 (C.A.); Field v Great Northern Railway Company (1878), 26 W.R. 817 (Div. Ct.); Copeland v. The Corporation of the Township of Blenheim (1885), 11 P.R. 54 (Ont. C.A.); Coniagas Reduction Co. v. H.E.P. Com'n, [1932] 3 D.L.R. 360 (Ont. C.A.); Hillsdale Golf & Country Club Inc. v. R., [1979] 1 F.C. 809 (T.D.); The Proprietary Association of Canada, Barnes-Hind/Hydrocurve, Inc., and Alcon Canada Inc. and R. (1983), 5 C.E.R. 496 (F.C.T.D.).
CONSIDERED:
Andrews v. Barnes (1888), 39 Ch.D. 133 (C.A.); Holman v. Knox (1912), 3 D.L.R. 207 (Ont. Div. Ct.); McGrath et al. v. Goldman et al. (1975), 64 D.L.R. (3d) 305 (B.C.S.C.); Food City Ltd. v. Minister of National Reve nue, [1972] F.C. 1437 (T.D.); IBM Canada Ltd. v. Xerox of Canada Ltd., [1977] 1 F.C. 181 (C.A.).
REFERRED TO:
Morrison v. Morrison, [1928] 2 D.L.R. 998 (Ont. C.A.); Mildenberger v. Rur. Mun. of Francis No. 127, [1955] 1 D.L.R. 46 (Sask. C.A.); Bourque v. National Capital Commission, [1972] F.C. 527 (C.A.); Aladdin Industries Inc. v. Canadian Thermos Products Ltd., [1973] F.C. 942 (T.D.).
COUNSEL:
K. C. Cancellara for applicant. Lois E. Lehmann for respondents.
SOLICITORS:
Cassels, Brock & Blackwell, Toronto, for applicant.
Deputy Attorney General of Canada for respondents.
EDITOR'S NOTE
The Editor has decided to report this practice case in an abridged format, omitting His Lord ship's review of the facts but reporting in full his reasons for judgment on the issues of costs.
The relief sought in the litigation, commenced by originating notice of motion, was certiorari setting aside certain decisions by customs offi cials. The motion was disposed of not in Court but by a letter wherein the respondents conceded the relief sought. The applicant contended that the policies and practices of government officials had been unfair and constituted an abuse of the administrative process.
This was a motion for an order for costs on a solicitor-client basis or, in the alternative, a decla ration that the certiorari motion was a Class Ill action for purposes of assessing costs.
Two issues had to be addressed: (1) Can an order for costs be made in the absence of a formal order or judgment or, in other words, no "event" as envisaged by Rule 344 [Federal Court Rules, C.R.C., c. 663]? (2) Is this an appropriate case in which to award costs on a solicitor-client basis?
Before moving to the principal issues, His Lord ship dealt with the Crown argument that the appli cant was in the wrong forum. It was suggested that the procedures outlined in sections 46 and 48 of the Customs Act (R.S.C. 1970, c. C-40 (as am. by R.S.C. 1970 (2nd Supp.), c. 10, s. 65)] should have been resorted to. Rouleau J. rejected that submission, making reference to the decision of Cattanach J. in The Proprietary Association of Canada, Barnes-Hind/Hydrocurve, Inc., and Alcon Canada Inc. and R. (1983), 5 C.E.R. 496 (F.C.T.D.), a case involving a similar provision in the Excise Tax Act, R.S.C. 1970, c. E-13. It was clear that the Federal Court had jurisdiction and that this argument was put forward by the Crown primarily in an attempt to avoid having to pay costs.
The following are the reasons for order ren dered in English by
ROULEAU J .:
I
Can costs be awarded in the absence of an order or determination of the issues in the originating notice of motion?
Rule 344(1) of the Federal Court Rules states:
Rule 344. (1) The costs of and incidental to all proceedings in the Court shall be in the discretion of the Court and shall follow the event unless otherwise ordered. Without limiting the foregoing, the Court may direct the payment of a fixed or lump sum in lieu of taxed costs. [Emphasis added.]
Over the years, the meaning of the word "event" has been judicially considered in various and dif ferent circumstances. In Creen y Wright (1877), 25 W.R. 502 (C.A.), the Court held that where on the trial of an action a non-suit is directed which is set aside and a new trial granted and on the second trial the plaintiff has a verdict and a judgment, the plaintiff is entitled to the costs of the first trial as part of the costs which "follow the event". The verdict of the jury on the second trial is the event.
In Field y Great Northern Railway Company (1878), 26 W.R. 817 (Div. Ct.), the event was held
to be the result of all the proceedings incidental to the litigation, and the costs which follow the event include the costs of all the stages of litigation.
In Copeland v. The Corporation of the Town ship of Blenheim (1885), 11 P.R. 54 (Ont. C.A.), the Court stated, at page 55:
The "event" has been decided to be just what it implied, viz., "the result of the entire litigation:" Field v. Great Northern R.W. Co., 3 Ex. D. 261. The costs were certainly incurred by the plaintiff in the prosecution of his cause, and the wording of the rule is clear—such costs shall abide the event.
In the course of conducting research, I have been unable to find a case which supports the proposition that when a matter has been settled between the parties and further litigation is un necessary there can be no order made as to costs. The "event" which costs are to follow is nothing more than the outcome of the litigation; in the case at bar the outcome was that the applicant obtained the relief it sought in the form of a settlement. That in itself is no bar to an order being made for an award of costs in the applicant's favour.
In this case, equity would dictate that the appli cant be awarded its costs. It was successful in the action; it received from the respondents the money it was entitled to as well as other remedies.
In enforcing its right, costs of approximately $21,000 were incurred for which, in fairness, equity would dictate compensation. The respon dents should not be allowed to avoid paying costs by settling the matter when it becomes apparent that the applicant would be successful at a trial of issues. While the Court has an absolute and unfet tered discretion to award or not to award costs, a successful litigant has, in the absence of special circumstances, a reasonable expectation of obtain ing an order for the payment of costs (see Morri- son v. Morrison, [1928] 2 D.L.R. 998 (Ont. C.A.)). In Coniagas Reduction Co. v. H.E.P. Com'n, [1932] 3 D.L.R. 360 (Ont. C.A.), it is stated, at page 363:
The question of such costs [of the trial] is one of judicial discretion; and the judicial discretion is the judicial discretion of the trial Judge; it is both the right and the duty of the trial Judge to exercise that discretion ....
In summary, based on the facts of this case, I am prepared to exercise my discretion and make an order for costs. The question as to whether there has been an "event" is not dependent upon an order or judgment being rendered by the Court. The "event" is the outcome of the litigation, whether it be judgment for the applicant or a settlement in its favour. A trial judge possesses a wide discretionary power when dealing with the issue of costs and where that discretion is exercised judicially, taking into account the facts of the case, generally the award will not be interfered with by the appellate courts (see Mildenberger v. Rur. Mun. of Francis No. 127, [1955] 1 D.L.R. 46 (Sask. C.A.)).
II
Am I in a position to allow costs on a solicitor- client basis?
The earliest authority which considered the jurisdiction of awarding costs on a higher scale appears in Andrews v. Barnes (1888), 39 Ch.D. 133 (C.A.). That authority was considered and commented upon by the Ontario Divisional Court in Holman v. Knox (1912), 3 D.L.R. 207, as well as in the case of McGrath et al. v. Goldman et al. (1975), 64 D.L.R. (3d) 305 (B.C.S.C.). These cases seem to indicate that the Court possesses a general discretionary power to award costs on a solicitor-client basis but, even in equity, costs be tween solicitor and client are not awarded except in rare and exceptional circumstances.
I must therefore consider whether the facts of this case represent such rare and exceptional cir cumstances. Certainly, the respondents' conduct was, at times, reprehensible. It persisted in its policy for 4 1 h years. It further complicated and lengthened the proceedings by serving the appli cant with three affidavits some three or four days before the matter was scheduled for trial. Because of the importance of these reply affidavits, an adjournment was granted for the purposes of cross-examination.
The transcripts of the cross-examinations reveal a number of discrepancies and contradictions in
the text of the affidavits submitted by the officials involved. One aspect, among many, indicates that there may not have been fair play in the suspen sion of privileges of the applicant while they were maintained by the competitors.
After having said all this, do I have the discre tion to award costs on a solicitor-client basis? I have concluded that I do not. Though it would appear from the lengthy recital of the facts in this matter that one would expect that I tended in that direction, they are outlined for other purposes: to underline the ambiguous conduct of the officials and to point out the difficulties which the appli cant and the officials encountered while attempt ing to conduct business; further, their recital is necessary if I am to exercise my discretion in allowing an increase in the Tariff provided for under the Rules, to extend this discretion to the taxing officer or, in the alternative, to fix a lump sum.
Though the applicant has satisfied me of bad faith, that it was unfairly dealt with and that the conduct of the Department's officials was not beyond reproach, this conduct does not persist after the commencement of the proceedings in January 1984. I say this with some reservation because there is no doubt that the affidavits in reply, submitted by the Crown's witnesses, were vague and ambiguous and could have led to decep tion had a trial judge been required to decide the issues without the benefit of the cross-examina tions. The cross-examinations were quite revealing in that they particularized the long and extensive dispute and pointed out the discrepancies between the statements contained in the affidavits and the actual facts. On the other hand, conduct between both counsel was consistent with acceptable stand ards in litigation.
As Mark M. Orkin in his book The Law of Costs, (1968) states, at page 53:
In a dispute inter partes the court has a general discretionary power to award costs as between solicitor and client, although not by way of damages.
Awarding costs on a solicitor-client basis in this case would be commensurate to awarding dam-
ages. Many times through their careers counsel will be retained by parties who will negotiate disputes, argue, and discuss for months, even years, before arriving at a solution without coming before the courts. In those cases no one seeks costs let alone expects the Court to award any. Costs can only be considered from the time litigation is initiated.
I have considered a number of cases that have come before the Federal Court of Canada and there are very few involving the awarding of costs on a solicitor-client basis. When it did occur, there was sufficient evidence before the presiding justice to find contempt of court, a party's failure to put in all the evidence, duplication of actions, frivolous and vexatious proceedings, unconscionable behavi our, or misconduct, resulting in unnecessary delays or expense.
I have concluded that the Ministry of National Revenue, Customs and Excise, should have real ized long before September 1984 that their policy, adopted in December 1980, was almost impossible to enforce; that it created problems for the appli cant and frustrated the officials. Their obstinacy and demeanour were not altered until an action was commenced and a solicitor who was retained by them undoubtedly had a great deal to do in persuading them to abandon these new guidelines. Approximately 4 1 / 2 years after the policy was pro claimed, they finally conceded the impossibility of application of their regulations and conceded all of the relief sought by the applicant.
There are statutory provisions and sufficient jurisprudence, in both the Trial and Appeal Divi sions of the Federal Court, which make it abun dantly clear that the inherent discretion with respect to costs rests with the presiding judge. Rule 344(1) of the Federal Court Rules provides that:
Rule 344. ... the Court may direct the payment of a fixed or lump sum in lieu of taxed costs.
Rule 344(7) provides for a party to move the Court for special directions concerning costs
including any direction contemplated by Tariff B. There is implied in this Rule a discretion on the part of the Trial Judge to vary the amounts set out in Tariff B. Paragraph 1(4)(a) of Tariff A pro vides that:
1....
(4) The Court may
(a) make a direction whereby a step or all the steps in a proceeding shall be classified in a class other than that in which they would otherwise fall ....
In addition, section 3 of Tariff B represents au thority for the exercise of the Court's discretion to vary the amounts set out in the Tariff:
3. No amounts other than those set out above shall be allowed on a party and party taxation, but any of the above amounts may be increased or decreased by direction of the Court in the judgment for costs or under Rule 344(7). [Empha- sis added.]
Initially the discretion to increase or reduce the amount set out in the Tariff was vested in the taxing officer. Under the Federal Court Rules, this power is now vested in the Court and this change was recognized by Chief Justice Jackett in Bourque v. National Capital Commission, [1972] F.C. 527 (C.A.). This principle was applied in Aladdin Industries Inc. v. Canadian Thermos Products Ltd., [1973] F.C. 942 (T.D.), at page 944.
In Hillsdale Golf & Country Club Inc. v. R., [1979] 1 F.C. 809 (T.D.), a lump sum in lieu of taxed costs was awarded. In addressing the issue of a lump sum award Walsh J. stated, at page 810:
This is a petition for directions concerning costs in these proceedings or for an order prescribing the payment of a global sum in place of costs. The problem of what constitutes appro priate sums to be allowed in lieu of taxed costs and the proper procedure to be followed for allowing them has become a difficult and controversial question which frequently misleads counsel for the parties in view of what was, at least until recently, conflicting jurisprudence. Amounts substantially in excess of the tariff, which in my view is unrealistic and outdated by contemporary standards save for the relatively few cases in this Court where the amounts involved and the time and effort expended are small were allowed by Kerr J. in the case of Aladdin Industries Inc. v. Canadian Thermos Products Limited ([1973] F.C. 942), and in a judgment I rendered in the case of Crelinsten Fruit Company v. Maritime Fruit Carriers Co. Ltd. [1976] 2 F.C. 316, in which although I substantially reduced the amounts claimed calculated on a time basis the
amount involved was still greatly in excess of the tariff. I adopted the same policy in the case of The Trustee Board of the Presbyterian Church in Canada v. The Queen Court Nos. T-908-74 [[1977] 2 F.C. 107] and A-404-74 a judgment dated December 2, 1976, which unlike the other two cases referred to was an expropriation action although one which proceeded under the new Act.
Kerr J. awarded a lump sum in the case of Food City Ltd. v. Minister of National Revenue, [1972] F.C. 1437 (T.D.). The Court of Appeal has recog nized the discretion exercised by a trial judge to vary the amounts set out in the Tariff and they so stated in IBM Canada Ltd. v. Xerox of Canada Ltd., [1977] 1 F.C. 181 (C.A.), at pages 184-185:
The jurisprudence on the question of the extent to which a taxing officer's discretion in allowing specific items on a taxa tion is reviewable clearly indicates that the discretion ought not to be interferred with unless the amounts allowed are so inappropriate or his decision is so unreasonable as to suggest that an error in principle must have been the cause. (see: Rickwood v. Aylmer ([1954] O.W.N. 858); Kaufman v. New York Underwriters Insurance Co. ([1955] O.W.N. 496).)
Taking into account the circumstances of the case at bar, I am satisfied that they amply justify an increase in the amount over and above those set out in the Tariff and I say this for the following reasons:
—I am satisfied that there was different treat ment afforded RCP Inc. compared to its competitors.
— The applicant was unable to obtain from the Minister of National Revenue any definitive statement as to how to comply with the policy.
— There is evidence throughout the negotiations of the willingness of RCP Inc. to comply with any request.
— The Department of National Revenue availed itself of threats to suspend stock piling privi leges in order to force RCP Inc. to pay duty.
— There were statements under oath of Depart ment officials confirming that it was virtually impossible to police end-use.
— The applicant was wrongfully accused of improper record-keeping.
—The Department of National Revenue offi cials agreed that RCP Inc. was not in default of any of the criteria that importers must comply with to qualify for exempt status.
—There was manifest and obvious bad faith on the part of the Department.
—There were unconscionable delays in review ing or amending the policy until proceedings were commenced.
—The affidavits in reply submitted by Customs and Excise officials were deceptive.
I am satisfied that in this case I can take into account the previous conduct of the respondents which led to this litigation and it is my duty to consider the whole of the circumstances of the case and what led to the action, the necessity of lengthy cross-examinations of witnesses and the unusually prolonged argument for costs. For these and other reasons already outlined, I will exercise my discre tion and fix a lump sum.
Near the close of the argument on this motion, I purposely raised the issue of the bill of costs with counsel for the Department. There were no com ments on the bill as submitted by the applicant. No objection was taken to the time spent or the hourly rate charged that was outlined in the bill of costs. As I have already said, I cannot award costs on a solicitor-client basis, I cannot seek to compen sate fully; as suggested by the author Orkin, I would be substituting costs for damages. This is not my intent nor my purpose.
The bill itself does not seem to include any amounts for time spent prior to the commence ment of the action. If such were the case, I would delete them. As I interpret the bill of costs, the time docketed does appear reasonable for the ser vices rendered and I find as a fact that the hours claimed were from the time litigation was contem plated. The total bill for professional services and time spent up to the launching of this motion amounts to $20,000. I fix and allow this sum at $10,000. There is a claim for disbursements of $1,341.17 which appears to be justifiable save and
except the claim for photocopies for $422.55. I hereby reduce this amount to $100 and allow disbursements in the amount of $1,018.62.
This motion for costs lasted two full days. No doubt it required extensive preparation by counsel for the applicant. I hereby fix and allow a lump sum of $2,500 for this motion.
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