OUTER HOUSE, COURT OF
SESSION
[2009] CSOH 15
|
PD381/08
|
OPINION
OF LORD BRODIE
in
the cause
ELIZABETH
STUART and OTHERS
Pursuers;
against
THE
ADVOCATE GENERAL FOR SCOTLAND
Defenders:
ннннннннннннннннн________________
|
Pursuers: Marshall, Solicitor Advocate; Thompsons
Defenders: Olson,
Advocate; Morton Fraser
6
February 2009
[1] This is an action for damages for
reparation against the Advocate General for Scotland
as representing the Ministry of Defence and the Department of the Environment at
the instance of the executors of the late George Smith Stuart, who was born on 25 September 1917 and who died on 7 December 2006. In this Opinion I shall refer to Mr Stuart as
"the deceased".
[2] The action called before me for proof on
27 January
2009.
The pursuer was represented by Mr Marshall, solicitor advocate. The defender was represented by
Mr Olson, advocate. The witnesses led
on behalf of the pursuer were Mrs Elizabeth Stuart, the widow of the
deceased; and Dr Ronald John Fergusson MD, Consultant Respiratory
Physician. No witnesses were led on
behalf of the defender. The evidence
given by these witnesses was essentially uncontentious. It was not suggested that they were other
than credible, or, in Dr Fergusson's case, appropriately qualified to give
authoritative opinion evidence. That
would, in any event, have been my assessment.
Mr Olson submitted that Mrs Stuart was not reliable in her recollection
about dates and symptoms. In a sense
that is true. Mrs Stuart did not claim
to be able accurately to correlate the onset of her late husband's symptoms
with a particular date. She provided an
estimate but did not pretend that it was other than an estimate. Accordingly, I would not regard her evidence
as unreliable, merely, as is entirely understandable, that it was not precise
when it came to dates.
[3] There was a large degree of agreement
between the parties as to the salient issues in the case. By Joint Minute, No.19 of process, it was
agreed that the deceased was employed by the Ministry of Defence and the
Ministry of the Environment; that in the
course of that employment he was exposed to asbestos dust; that the exposure was negligent (in the sense
that exposure was due to negligence on the part of those for whom the defender
was responsible); and that as a result
of this exposure the deceased developed asbestosis.
[4] The claim for damages is made in respect
of loss of respiratory function and consequent disability due to the deceased's
asbestosis becoming symptomatic towards the end of his life. The heads of damages are solatium; a claim
for reasonable remuneration in respect of services provided to the deceased by
reason of his disability, in terms of section 8 of the Administration of
Justice Act 1982; and a claim for a reasonable sum by way of damages in respect
of the inability of the deceased to render personal services to his wife in
terms of section 9 of the 1982 Act.
These claims are all rights to damages in respect of personal injuries
which were vested in the deceased immediately before his death and transmitted
to his executors in terms of section 2(1) of the Damages (Scotland)
Act 1976, as amended.
[5] The relevant facts were in short compass
and not really in dispute. The deceased
and Mrs Stuart married on 31 July 1998, following the
deaths of their respective former spouses.
The deceased was then 80 and Mrs Stuart was some 14 years
younger. Until shortly before the
deceased's death they lived together in an upper floor flat at 23 Warriston Avenue, Edinburgh. They were an active couple with a busy social
life who enjoyed taking long walks and going shopping together. They took two or three holidays a year and
travelled extensively, visiting Australia,
New Zealand, Canada, the United
States of America
and South Africa as well as destinations in Europe. The deceased had had a
number of ailments, including osteo-arthritis, prior to the onset of symptoms
secondary to asbestosis but nothing to cause material disability. Dr Helen Rodgers, the Consultant in
Respiratory Medicine to whom the deceased was referred and who saw him on 14 June 2005 described him at that time as an "extremely fit 88 year old man"
and this would be consistent with what Mrs Stuart had to say about him. Mrs Stuart further explained that the
deceased had served for a time in the Navy and, perhaps as a result, was
competent in a number of domestic tasks, including ironing and hoovering with
which he helped in the house. The
deceased was a non-smoker.
[6] On 7 April 2005
the deceased attended on his general practitioner complaining of recent
shortness of breath on exertion. No
previous complaint of breathlessness appears in the medical records. He was referred to the Western General Hospital for
x-ray which was apparently carried out the same day and reported on on 8 April 2005. That and a further x-ray
taken a month later indicated well established pulmonary fibrosis. This was confirmed by the CT scan
examined on 25
July 2005 which showed widespread bilateral
peripheral interstitial changes with small areas of interlobular septal
thickening. There were areas of cystic
change peripherally in both lungs associated with traction bronchiolectasis
(scarring of the airways with consequent reduction in capacity). Respiratory function tests were indicative of
reduced lung volume but, more critically, there was found to be marked
reduction in carbon monoxide gas transfer and therefore the ability to
oxygenate the blood.
[7] The clinical signs documented in the
medical records were all consistent with and explanatory of the symptoms noted
there and described by Mrs Stuart.
Put shortly, over a period beginning some time prior to April 2005 the
deceased became increasingly breathless on exertion with consequent loss of
mobility. Mrs Stuart spoke of the
deceased not being able to walk distances, not going out socially, remaining in
the car when they went out shopping together, and being no longer able to help
in the house. With a view to assisting
the deceased, she insisted on the installation of a stair lift on the external
stairway at 23 Warriston
Avenue in
May 2005. Dr Fergusson had never
met the deceased but from his review of the records he estimated the degree of
his respiratory disability from about April 2005 as being of the order of
30%. Mr Olson did not seriously dispute
the accuracy of that assessment.
[8] There was some evidence that in the last
18 months or so of his life, the deceased might have suffered from cardiac
insufficiency associated with pleural effusion.
That is a possible explanation for some of the changes seen on x-ray
carried out in April and May 2005. The
deceased's general practitioner appears to have suspected cardiac involvement
as at March 2006. Cardiac insufficiency
and pleural effusion may contribute to breathlessness. Mr Marshall conceded that a reading of the
medical records suggested that by August 2006 there was a significant cardiac
component in the deceased's rapidly deteriorating state of health but, relying
on the evidence of Dr Fergusson, he submitted that it was not established that
heart failure had made any material contribution to the deceased's disability
before then. I accept that.
[9] In summary, I consider that the
deceased's estate is entitled to damages by way of reparation in respect of a
period of about 18 months, or just a little more, during which the deceased was
significantly disabled by reason of breathlessness consequent upon pulmonary
fibrosis. In coming to this view I have
taken the onset of symptoms to have occurred before April 2005 but not long
before. In that it is necessary to fix a
date for the purpose of interest I will take that date to have been 1 January 2005.
[10] Mr Marshall referred to a number of cases
in support of his submission that solatium should be assessed at the sum of
about г12,500: Cook v Wyvern Structures Ltd
2001 S.L.T.1212, Kerr v Newalls Insulation 1997 S.L.T.723, McKenzie v Cape Building Products 1995 S.L.T.695 and 701, Hynes v Lobnitz 2008
Rep.L.R.98, Lightbody v UCS 1998 S.L.T.884, Henson v Brough & Kemp
K3-003, Wilding v Centura Foods Kemp & Kemp K3-018.1, Ryan v BRB Residuary Kemp & Kemp K3-019, and Gallagher v Vintners
Armstrong G Kemp & Kemp K3-021.1.
Instructive as this survey was, I do not intend to discuss all the cases
cited because, in the end, Mr Marshall only relied upon one as nearly
analogous to the present case and that was Cook
v Wyvern Structures Ltd. There Lord Nimmo Smith made an award of
solatium in the sum of г10,000 where the deceased had been disabled to the
extent of 35% by reason of asbestosis for the period from 1986 until his
premature death (from an unconnected cause) in 1992. Mr Marshall advised me that, as adjusted for
inflation, the value of the solatium award in that case would now be
г12,487. The deceased in Cook was 75 years of age at the date of
his death. There was evidence that he
might have been expected to live for 5 years beyond the date of his death, had
it not been for a terminal disease unconnected with asbestos exposure. This fact and what was said in Cook gave rise to a submission by Mr
Marshall which I feel bound to record but to which I did not give effect.
[11] Mr Marshall's proposed technique for
analysing the facts of the present case with a view to comparing them with the
facts in previously decided cases and so finding an appropriate figure for
solatium has its basis in the uncontroversial proposition that a case where,
for example, the Court has to assess solatium to be awarded to a purser who is
75 years of age and who has suffered symptoms of breathlessness consequent on
asbestosis, is not precisely analogous to a case where executors seek damages
for the estate of a deceased who died aged 75 having suffered the same symptoms
over the same period. In the first
example the solatium award will have to take into account the pain, suffering
and loss of function which the pursuer may be expected to experience over the
remainder of his life. In the second
example that will not be a component in the award. On that unexceptional proposition, Mr
Marshall erected what appeared to me to be an unnecessarily complicated
approach to the present case. This
involved determining when the deceased might have been expected to die had the
only condition significantly impacting on his health been asbestosis. Based on what I took to be a very broad
estimate given by Dr Fergusson when asked to consider the matter as at 2005, Mr Marshall
suggested that the deceased might have been expected to survive until about
2008 when he would have been about 91 years of age. According to Mr Marshall, a figure for
solatium should be assessed on this hypothesis which would mean the deceased
should be taken to have suffered symptoms for approximately 4 years rather
than the approximately 18 months for which he in fact suffered symptoms. That figure would then be adjusted downwards
to allow for the fact that the deceased did not suffer symptoms over the
hypothetical period but only over the actual period. In fairness to Mr Marshall something like his
proposed method was put forward by counsel in Cook and not adversely commented on by
Lord Nimmo Smith. I can see
that the method might have some purpose where it was proposed to compare cases
which were closely analogous but for the fact that in one instance a pursuer
was a particular age at the date of proof and in the other instance a deceased
had died at the same age having suffered equivalent symptoms over the same
period as the living pursuer in the first instance. However, it is not a method which has
commended itself to me in the present case.
I would see it as unnecessary and, insofar as based on very precarious
evidence as to life expectancy, frankly spurious. Rather than embarking upon the exercise
proposed by Mr Marshall, I have considered it appropriate to begin with
the case of Cook which is the only
one of the cases to which I was referred which it was suggested was at all
closely analogous to the present case.
There Lord Nimmo Smith made an award of solatium which in present values
might be stated as г12,500, in respect of a deceased who had suffered symptoms
of breathlessness secondary to asbestosis superimposed on which were the
effects of emphysema over a period of about 6 years. His degree of respiratory disability was
assessed at about 35%. The deceased in
the present case was significantly older when he suffered symptoms but, in the
absence of satisfactory evidence to the effect that he would have suffered from
breathlessness irrespective of whether or not he had asbestosis, I do not
attach great significance to that distinction.
On the other hand, it does appear to me appropriate to have regard to
the fact that the deceased in the present case suffered symptoms over a period
which I have estimated as being 18 months or just a little longer, whereas in Cook the deceased suffered symptoms over
a much longer period. Mr Olson submitted
that the only logical approach was to make an award in the present case which
was no more than one-third of the amount awarded in Cook, given the fact that the deceased in the present case suffered
symptoms for a period of no more than 2 years.
While I see the force of that submission, I am not inclined to adopt an
overly arithmetical approach. While
bearing in mind that the deceased's disability was not sufficient to undermine
his determination to undertake a trip to Majorca in the early part of 2006 and
a final holiday to Greece in September of that year, I considered that the
figure put forward by Mr Olson is too low.
I would assess solatium at г7,000.
[12] In assessing the appropriate award to be made
under reference to section 8 of the Administration of Justice Act 1982, I
should make clear that I have no reason to doubt but that Mrs Stuart was a
devoted wife who will have provided all appropriate care to her husband as he
neared the end of his life. That said,
there was very little evidence led as to what were the "necessary services"
that were rendered by Mrs Stuart consequent upon the deceased's asbestosis
related condition. She accompanied him
on out-patient hospital appointments. As
Mr Marshall submitted, I would regard it as reasonable to infer that she
assisted with mobility. She helped the
deceased get dressed. She helped him go
to the toilet and sometimes she cleaned up after him. When Mrs Stuart was giving such evidence as
she did about the matter, it was not clear as to what period she was referring
to and I saw force in Mr Olson's submission that when, for example, she
referred to assisting the deceased to the toilet, she probably was referring to
a period not long before his death when some reference is made to this in the
hospital records. I fully appreciate
that this sort of evidence is difficult to lead. As Mr Marshall submitted, a relative cannot
be expected to keep a diary of the care she provides. She cannot be expected to provide great
detail about what may have been a matter of domestic routine. She may find it distressing to reflect overly
upon what was a stressful period in her life and the life of the deceased. That said, the Court cannot substitute
speculation for evidence and I consider that Mr Olson was entitled to
submit, as he did, that the Court had heard very little as to what it was that
Mrs Stuart had done for her husband and, importantly, when she had done
it. I was referred to the decisions in Murray's Executrix v Greenock Dockyard Co Ltd 2004 S.L.T.346,
Ryan v Fairfield Rowan Ltd 2004 Rep.L.R.138, and Renfrew v Lithgows Ltd
[2008] CSOH 118. These cases demonstrate
that it is not necessary to lead very precise evidence as to hours spent in
care or the cost of providing such care commercially, at least in cases where a
relative can be taken to have provided more or less full time support to the
injured person by reason of his disabilities due to the harmful event in
respect of which damages is being awarded.
In the present case I accept that necessary services were rendered. However very little detail was provided as to
what they were and when they were rendered.
Accordingly I do not see it as being appropriate to allocate a substantial
weekly figure to the period of disability as was done in the cases cited to
me. In the circumstances I would
attribute the sum of г2,000 to this head of damages. As far as the claim under reference to
section 9 of the 1982 Act is concerned, I would assess damages at the sum of
г500. Again, there was very little
evidence to support this head of damages but it appears to me that it would
inappropriately trivialise matters were I to make an award in a lesser sum.
[13] The total sum awarded in damages accordingly
amounts to г9,500. Interest is payable
on that sum at the rate of 4% from 1 January 2005
until 7
December 2006 and thereafter at the rate of
8% until payment.
[14] I shall reserve all questions of expenses.