Sheriffdom of Tayside
Central and Fife at Perth
Judgement
of
Michael John Fletcher, Sheriff of Tayside
Centre and Fife at Perth
in the cause
Mrs Ann Gloag, residing at Kinfauns Castle, Perth Pursuer
against
Perth & Kinross Council, a local
authority having an office at Pullar House, 35 Kinnoull Street Perth First Defender
and
The Ramblers' Association, a charity (Reg
No 1093577) and a company limited by guarantee (Co No : 4458492) having its
registered office at Camelford house, 87/89 Albert Embankment, London. Second Defender
Perth, 12th June 2007.
The sheriff, having resumed consideration of the cause
finds in fact:
(1)
The pursuer is the heritable proprietor of the property
known as Kinfauns Castle, Perth. The
pursuer is the owner of other heritable property including Beaufort Castle, not
far from Inverness.
(2)
The pursuer is married to Mr David McCleary and she and
her husband reside at Kinfauns Castle.
The pursuer's father, who is elderly, also resides at the Castle in a
flat created for him by the pursuer.
(3)
Both the pursuer and Mr McCleary have children who are
grown up and have children of their own.
In all the pursuer and Mr McCleary have 12 grandchildren between them
and all of the children and grandchildren live in the Perth area and regularly
visit the pursuer and Mr McCleary at Kinfauns.
Members of a large extended family also regularly visit and spend time
with the pursuer and Mr McCleary at Kinfauns.
(4)
The pursuer is a well-known businesswoman in whom there
is public interest because of her successful business interests. The press takes an interest in her activities
and features and articles relating to these activities appear regularly in the
press. On occasions articles speculating
as to who is the wealthiest businesswoman in the country feature the pursuer
and interest in her business activities is more pronounced than generally.
(5)
The pursuer involves herself in charitable work as does
her husband. Her charitable work
includes (a) a charity known as Mercy Ships which runs hospital ships in the
Third World; (b) charities known as Balcraig Foundation and the Gloag
Foundation which are involved with two schools and an orphanage in
Nairobi. Mr McCleary works in the
fund-raising office for Mercy Ships in Perth.
Both are involved in their local church..
(6)
The pursuer's business activities and in particular her
charitable works involve her in high-profile activities entertaining
celebrities and high-profile business persons at the house.
(7)
In furtherance of these activities there are occasions
when the pursuer encourages press interest in her activities. On other occasions the pursuer is subjected
to press activity which is unwelcome and intrusive but which results from her
successful business career.
(8)
The pursuer purchased Kinfauns Castle in about September
2004. At that time the building was not
in good repair and the pursuer carried out substantial improvements before
moving in in September 2005. The work
involved altering and improving the house to suit the pursuer and her family
and included the fitting of new locking and unlocking arrangements, internal
alarm systems, panic alarms, and closed-circuit television.
(9)
It is the intention of the pursuer to build a swimming
pool and leisure area to the west of the main building consisting of a swimming
pool and leisure area, a deck space, a steam room, a sauna and a Jacuzzi. Planning permission has been granted for a
building with windows looking south. At
the time of the proof work had commenced but was suspended awaiting the result
of the pursuer's application.
(10)
The area of ground where the swimming pool complex is
to be erected can be seen directly from the boundary of the property on the
South East.
(11)
Kinfauns Castle is a substantial mansion house
containing 52,000 square feet of accommodation and sits in about 11 acres of
ground.. The main family accommodation
is on the south side of the house and the ground floor contains a library,
drying room, morning room and a flat occupied by the pursuer's father. The windows of the public rooms open on to a substantial
stone terrace overlooking the garden to the south of the house. The terrace contains built-in stone tables
and several garden seats are installed at intervals along the terrace. The terrace is used by family members and
guests. On the west side of the house is
a room known as the gallery with French windows opening onto a lawn upon which
children's play equipment has been placed.
(12)
On the first floor are the bedrooms of the house again
mainly looking south. The north side of
the house contains offices on the ground floor and six flats for staff.
(13)
The house contains objects of value collected by the
pursuer who has an interest in Scottish art.
Some of the furniture paintings and jewellery are of high value.
(14)
Kinfauns Castle itself is surrounded by cultivated
garden ground. There are large areas of
closely mown grass, cultivated flower borders and specimen trees and
bushes. These areas of lawns and flower
beds are in the nature of a domestic garden.
They extend to several acres and are tended by two gardeners and are
subjected to cultivation appropriate to the maintenance of a garden.
(15)
On the south and west of the property there is a
substantial area of mature woodland, some of which is growing on steeply
sloping ground so that there is no line of sight of any part of Kinfauns Castle
itself for persons in most parts of the wood because of the configuration of
the ground. In places as one moves
towards the house through the woods sight of the house can be obtained and
sight of the garden ground can be seen.
(16)
When the pursuer purchased the Castle much of the
woodland area was overgrown with weeds and bushes in such a way as to
demonstrate that it had not been intensively cultivated. It would have been difficult to walk through
the woods because of the undergrowth.
Prior to the woodland being allowed to go wild there had been paths
which led through woods which had become overgrown. On the instructions of the pursuer gardeners
employed by her had commenced the task of removing the undergrowth and weeds
and restoring the paths created through the woods. A number of such paths have already been
restored including some areas of steps upon which hand rails have been fixed.
(17)
The result is that some areas of the woodland are now
capable of being easily walked following the path and steps. Members of the family use the paths regularly
for walking and visitors including grandchildren use the paths for the riding
of quad bikes and bicycles. Further work
requires to be done to complete the restoration of the paths and woodland.
(18)
In a corner of one of the woods, completely out of
sight from the house and garden, children's garden toys including swings have
been erected by the pursuer. These were
put up by the pursuer a short time prior to the commencement of the proof. Any children playing on these swings would be
out of sight of adults at the house and on the lawns and would be close to the
boundary fence.
(19)
Also in the same area of woodland is an area designated
by the pursuer as an area suitable for the erection of a building suitable for
a barbecue area. The site had been
previously used for a building of some sort and sits near the edge of a steep
slope leading ultimately down to the A90 dual carriageway. The site potentially would have a panoramic
view of the River Tay and the Carse of Gowrie.
Much of the view was obscured by vegetation growing on the slope or at
the site itself and considerable traffic noise was apparent at the site. It is possible that pruning or trimming of
the vegetation would restore the view.
(20)
On the South Western boundary described in the evidence
as the "horseshoe area" because of its shape, there are large bushes and mature
trees. Whereas the grass on the lawn
area had been cut short, the grass surrounding the large bushes and mature
trees was slightly longer as if it had not been kept so short.
(21)
The approach to the Castle involves passing through
substantial wrought iron gates appropriate to the entrance of such an imposing
building, then travelling over a substantial tarmacadam road for a distance
until the front entrance of the Castle is reached. The building was at one time an hotel and
there is a substantial parking area at the front entrance. On either side of the gate is a substantial
stone wall for some distance, some of which was in poor condition when the
pursuer bought the house but which has now been restored.
(22)
The road leading from the public road to the entrance
continues past the entrance outside the substantial stone wall and travels
right past the Castle itself. Although
on the other side of the substantial wall which can be about 21/2 metres high,
the road is extremely close to the north side of the Castle. Access is available to members of the public
by means of that road to the area known as Kinnoull Hill.
(23)
It is probable that the north side of the Castle and
parts of the garden area can be seen easily by a person standing on land above
the Castle accessed by that road.
(24)
It would be possible to plant bushes and trees to
screen the house and garden from view from outside the ground belonging to the
pursuer once they had grown to maturity, especially from the south west
boundary but not from persons on the higher ground to the north.
(25)
When the pursuer purchased Kinfauns Castle there was in
existence for some way round the boundary of the property and for some of the
way through the property itself a stob and wire fence or a drystane wall all in
a poor state of repair. The pursuer
decided to install a more substantial wire fence, six-foot tall and topped with
barbed wire, following the line of the existing fence. She did so without applying for planning
permission although planning permission was required for a fence of that
type. Retrospective planning permission
was subsequently granted. Taken along
with existing walls at the gates the new fence entirely surrounds the
property. It prevents entry to the
property other than by climbing the fence or entering the property through the
main gates at the front and back drives or one or two gates created in the
fence. Photographs 6/3/4 and 6/3/16 are
photographs of a vehicle gate and a pedestrian gate respectively. These two gates are usually locked but not
always.
(26)
The green line in the pursuer's plan which forms the
basis of the area of ground sought to be declared exempt follows the line of
the fence and encloses the whole garden ground but in addition encloses several
acres of woodland ground round the southern and part of the south eastern
boundaries. The line proposed by the
respondents encloses garden ground but excludes all woodland ground other than
specimen trees included in the garden.
(27)
Nos 5/1/11.1 - 21 and 29 - 31 are photographs taken by
M G Anderson, a professional Press photographer from positions approximately on
the imaginary line proposed by the first defenders as the boundary of any area
which might be excluded from the access provisions of the act on the basis that
the area within the line might be necessary for the enjoyment of the
building. The photographs were taken for
the purpose of demonstrating what can be seen at least through the lens of a
professional photographers camera from that line.
(28)
It is likely that when the garden of the house was
originally designed woodland areas were included in the design in such a way as
to provide privacy to the house and garden for the enjoyment of the
occupants. The house and garden was not
however completely surrounded by such trees and in the "horseshoe"
area where were insufficient trees to provide a privacy screen. The area where trees are more intensive is on
the side of the boundary where more members of the public could be expected and
the horseshoe area bounds with another private estate.
(29)
The pursuer has concerns about her own safety and the
safety of her family, fearing that her high profile as a prosperous businesswoman
might encourage attempts at kidnap and ransom.
Further the house contains valuable furniture and paintings which might
be a target for professional thieves and the profile of her as a successful
businesswoman causes a degree of publicity and speculation about the size of
her fortune, allowing members of the public to be aware of the existence of the
valuable items. For these reasons the
pursuer considered it appropriate to erect the fence round the property and to
protect the property using CCTV and other security devices for that purpose.
(30)
The pursuer also has concerns about the safety and
privacy of guests invited by her to the property and entertained there. A number of them provoke interest from the
press and from members of the public. On
occasions the pursuer provides entertainment for all members in the same school
class as each of her grandchildren at the house and concerns have been
expressed to her by parents of other children as to their safety when at the
house. On such occasions the pursuer
provides extra security.
(31)
The fence erected by the pursuer is next to useless to
prevent determined or "professional" attempts at theft or kidnap but
might be useful to prevent casual intrusion into the property. Any serious attempt at preventing determined
attempts at theft or kidnap would require much more sophisticated security
systems including intruder detection systems and surveillance system in
addition to a robust fence.
(32)
The house, because of the likelihood that any occupier
would be a person of substantial means, would always be likely to attract
interest from the general public and also from persons with criminal intentions
and would always be likely to require some security measures additional to
those required by the average house.
(33)
The pursuer has put in place other security measures in
addition to the fence, details of which were not individually given in
evidence.
Therefore finds in fact and in law:-
(1)
that the land within the line marked green on the plan
annexed to the application is sufficient land to enable persons living there to
have reasonable measures of privacy in the house known as Kinfauns Castle and
to ensure that their enjoyment of that house is not reasonably disturbed.
Therefore sustains the pursuer's second plea in law; Repels the first,
second and third pleas in law for the first defenders; repels the first to
eighth pleas in law for the second defenders; Finds and declares that the land
at Kinfauns Castle enclosed within the line marked green on the plan annexed to
this interlocutor is not land in respect of which access rights are
exerciseable in terms of The Land Reform (Scotland) Act 2003; And decerns;
Meantime reserves all questions of expenses: Appoints the cause to the
Miscellaneous Roll of to allow the parties an opportunity to be heard on the
question of expenses.
NOTE
The Evidence.
[1] The
evidence came in various chapters in this case.
Not much of it was seriously disputed but the inferences which were
sought to be drawn from the facts were the subject of much debate. The first chapter I think covers the
description of the property itself as a substantial country house surrounded by
substantial grounds including lawns, flower beds landscape features such as a
water feature and woodlands. I was able
to form an impression about they nature of the grounds by means of an agreed
pre-proof site visit and there was no dispute about the description of the
property given by the witnesses. In
these circumstances I do not think it can be said that there was any dispute
about the findings in fact relating to the building. The pursuer had erected a fence partly round
the outside of the property and partly through the property and again there was
no dispute about the existence or whereabouts of that fence. There was some evidence that it followed the
line of a previous fence which had fallen into disrepair. That evidence came from Mr McCleary husband
of the pursuer, and was not the subject of cross-examination or comment and so I
have held that the new fence followed the line of the old one.
[2]
Similarly, there was evidence of works which had taken place or were
taking place at the time of the proof including the erection of a swimming
pool, a project very much in its early stages, the clearing of areas of
woodland and the reinstatement of woodland paths, much of which had been done,
and the erection of children's out door play toys in the woods. These had self-evidently been done and there
was no dispute about the fact of their existence but some comment was made about
why they had been chosen to have been done just before the proof.
[3] It is
necessary to comment further about some of that evidence. First of all there was evidence relating to
the use being made of what was described as the woodland area to the south of
the lawns belonging to the Castle. I
have described the ground in the findings in fact but it was clear that at the
time of the proof work had been carried out on this woodland and at the time of
my visit to the property there had been erected near the fence, in a relatively
remote part of the grounds some children's play equipment including
swings. Pathways had been cleared and
restored to an extent, and a great deal of work had been carried out clearing
undergrowth so that these woodlands gave an impression of being more
intensively managed than previously they had been judging from photographs
taken in the woodland at an earlier stage.
In the general area there were the foundations of what was to become a wooden
building used for the purpose of a barbecue area standing at the edge of a
steep hill with a south easterly aspect looking over the River Tay and the
Carse of Gowrie. In the evidence some
criticism was made of the choice of site for that barbecue area because trees
and vegetation blocked any meaningful view as things stood and there was
considerable noise disturbance from the A90 dual carriageway some distance
below. The suggestion was that the site
was chosen in order to give the appearance of more private use of the woodland
area than would actually take place because it would be unlikely that the
owners of such a property would choose to hold barbecues there given the
disturbance from the road. Similarly a
person who claimed to be concerned about security matters including her own
safety and the safety of her family particularly grandchildren would be most
unlikely to choose to set up children's play equipment so near the boundary
fence and in such an inaccessible part of the property and so remote from the
house. Once again it was suggested that
the siting of play equipment in that area was nothing more than a device to
facilitate the argument that the woodland area was intensively used by the
household.
[4] My own
impression was that it was highly unlikely that a person with the concerns
expressed on her behalf by the witnesses in the case in relation to security
and who went to the trouble of engaging security experts to advise her on her
own protection and the protection of her grandchildren would choose to erect
children's play equipment in the wood and thus attract young children away from
the house to that area. Similarly the
choice of the elevated site in the woodland area as a barbecue site would not
have recommended itself to me, affected as it was by constant noise from the dual
carriageway, and shaded as it was by so many trees from the warmth of the
sun. Given that the beautiful grounds of
the Castle would have afforded any number of attractive sites for a barbecue it
is difficult not to harbour suspicions that that site too may have been chosen
simply to give the impression that the woodlands were more extensively managed
than they actually were.
[5] Against
that it is necessary to take into account the fact that the present owner of
the Castle had been the owner for only a relatively short period and, the
evidence demonstrated, a great deal of other work which may have been accorded
a greater priority had been already carried out. Most owners, including no doubt owners of
large property such as this require to prioritise major improvement works. The carrying out of clearing up work in the
woodland area and the choice of site for children's play equipment and a
barbecue could reasonably be said to have a lower priority than such matters as
alterations within the house and the erection of a swimming pool, so that it
may be illegitimate to draw a conclusion that the operations were carried out
purely with the intention of influencing the court to hold that the woodland
was more intensively managed than either previously it had been or it was
intended in the future to be simkply based on the premise that these tasks had
been carried out shortly before the proof.
In the same way my own choice of barbecue site may not accord with that
of the owner of the Castle.
[6] In all
these circumstances I came to the conclusion that it was more likely than not
that the children's play equipment had been sited where it was purely for the
purposes of this action, to make it appear that more privacy was required in
the woodland area than might otherwise have been expected. With regard to the barbecue area I regarded
the choice of site as neutral, being unable to hold that it was more likely
than not that it was chosen purely with a view to influencing the decision in
this case. Its significance therefore
arises from its existence as a building with a small curtilege area from which
access would be excluded. As far as the
gardening work is concerned, consisting as it does, of tidying the woodland and
removing undergrowth and restoring paths, I consider it more likely than not
that such work illustrated a desire to manage and "cultivate" the
area of woodland rather than a cynical attempt to change the nature of the area
for the purposes of this court action.
The evidence of the pursuer's gardener and my observation of the work
being carried out leads me to believe it is more than possible that a new owner
of such a building might desire to make a tidier feature of the woodland than
perhaps previous owners had thought appropriate. In these circumstances, I viewed it as a fact
that the pursuer intended the woods to be used by herself and her family as
suitable places for recreation and play rather than that she had "manufactured"
the impression that the woods were to be used in that way for the purposes of
the action.
[7] The
second chapter of evidence related to the concerns of the pursuer relating to
security. The pursuer led evidence from
various experts in security including a crime prevention officer from Tayside
police, two experts from security companies and also, in relation to the
interest that might be shown in the pursuer by newspapers, an eminent
journalist. Reference was also made to
an extensive list of newspaper cuttings showing the type of article that might
be written in relation to the pursuer.
That evidence was designed to show that there was much interest in the
activities of the pursuer in the popular press.
The security experts were unanimous that the fence erected by the
pursuer would not in itself succeed in preventing determined criminals bent on
kidnap or theft from the property. On
the other hand it was felt that some sort of boundary was required as the first
line of security. Other more sophisticated
measures would be required in addition.
There was some discussion about whether a fence on the line proposed by
the local authority would be any more or less effective than a fence on the
line already erected. I accepted the
evidence of Mr Fleming, Mr Ashwood and Mr Campbell that from a security point
of view the fence would be more effective if erected where it was erected
rather than on the line proposed by the local authority, partly because
bringing the fence near house would reduce the reaction time of those at the
house if there was a breach of security and partly because persons outside the
fence would more readily be able to keep watch on the activities taking place
in the house.
[8] I was
satisfied from the evidence given by the experts, which I accepted, that a
person having the profile that Mrs Gloag has would require higher than usual
security, partly because of heightened press interest in her activities and
partly because of possible heightened criminal interest her family and
possessions. The evidence did not show on
a balance of probabilities that such an immediate risk to her personal security
did in fact exist but it did demonstrate in my opinion that it was not
unreasonable for the pursuer in this case to take precautions against the
possibility of such risks and to be mindful of the possibility of criminal
activities against her or her property.
[9] The third
chapter of the evidence related to the use to which the property was to be
put. That is to say the alteration of
the use to which the wood was to be put by the work restoring paths and tidying
the woods and the installation of a completely new swimming pool area and
barbecue area. I have already dealt with
the significance of the evidence relating to that earlier in the note. I accepted that the work was being done with
the intention of using the grounds of the Castle in the way suggested by the
work which had recently been done or which was in progress. The pursuer herself did not give evidence as
to her plans in relation to the property and her case was criticised on the
basis that it was impossible to expect the court to find in favour of the
pursuer whose case focuses amongst other things on the notoriety, fear of
kidnap or loss of property of the pursuer herself when the subject of these
fears does not attend and give evidence herself. This is especially so when the pursuer was
seeking an exceptional remedy excluding her property from the general right
contained in the Land Reform (Scotland) Act 2003. I agree that it is unusual for a pursuer
seeking the type of remedy sought in this case not herself to speak to her
reasons for requesting it but the application has to be decided on the evidence
presented from whatever source and as I shall explain later I do not think that
the case turns on the individual concerns or desires of the particular occupier
of the property. The failure of the pursuer to give evidence herself, while
unusual, in my opinion does not make it impossible to find in favour of the
pursuer if that is appropriate.
[10] The
fourth chapter of the evidence in this case relates to the evidence given on
behalf of the respondents and the Ramblers Association in relation to the
operation of the Act. In some ways this
was unusual evidence relating in part to the background to the passing of the
Act and relating to the way it was to be operated. Although it might be said that a great deal
of that evidence would normally be excluded in that it attempted to lead
evidence relating to the way that the Act should be interpreted no objection
was taken to that evidence and it was in fact very helpful in describing the
way the Act was being operated particularly by local authorities and by
interested parties such as the Ramblers Association. No objection was taken in relation to the
leading of that evidence which came from Mr Edmund Stubbs, and Mrs Brenda
Clough for the local authority and David Black, David Morris, Alan Blackshaw
and Alex Sutherland for the Ramblers Association. There was a recognition that the Act
contained some very considerable changes in statute law relating to access to
land but the evidence emphasised that the changes very much followed what was
seen as the common law of Scotland relating to access to land. The witnesses emphasised the reciprocal
nature of the new law relating to access to land, allowing access only where it
was able to be carried out responsibly and without undue damage to the land or
to other persons occupying it.
[11] This
application is based on the application of The Land Reform (Scotland) Act 2003
and it is convenient to set out shortly a summary of the background to the
passing of the Act. Some time was
devoted to this in the evidence. In
particular evidence was given by Mr David Morris who was a director of the Ramblers
Association Scotland based in Milnathort.
He had begun working with the Ramblers Association in 1989 and although
the title of his position had changed he had worked in the equivalent position
as director ever since. Previous
experience included working with the nature Conservancy Council from 1973 until
1989 when he lived in Wolverhampton. The
Association had a total of 137,000 members in England and Wales and about 7600
members in Scotland.
[12] His
interest in access issues had begun in 1989 when there were a number of
high-profile cases publicised by television programmes where important access
ways were being thought to be eroded particularly by foreign property owners
who either did not understand the Scottish common law system which allowed
responsible access to most if not all of the wild land of Scotland, or who were
unwilling to allow access which had previously been tolerated without
difficulty. At that time the problem had
been resolved by a signed agreement setting out where access could be taken in
the disputed areas and eventually in about 1994 Scottish National Heritage
decided to set up an access forum which in due course led to proposals for
legislation to clarify the law generally for the benefit of access takers and
landowners as well as local authorities.
These proposals were taken up by the Labour government and included as a
manifesto commitment. For political
reasons and also good legal reasons a separate Act was promulgated in the
Scottish parliament for Scotland and it became the Land Reform (Scotland) Act 2003.
[13] The same
theme was developed by Mr Alan Blackshaw whose background was in the civil
service but who had a great interest in and considerable experience and skill
in mountaineering both in this country and abroad and had written the standard
book on the subject. His experience
included chairing the Mountaineering Council, Membership of the Scottish Sports
Council, membership of the Access Task Force of Scottish National Heritage and
direct experience in the Alps and in the Himalayas. His general approach was that Scots law had
developed over the years in a sensible way allowing access to the wild areas of
Scotland provided it was exercised in the responsible in sensible way and that
most landowners and access takers were able to understand and follow a practice
which allowed most access to take place successfully and without serious
damage. He regarded it as important that
the same flexible approach should continue after legislation was passed and
considered it important that the history of the development of the access laws
in Scotland should be readily understood by those legislating. He was of the view that the new legislation
did so successfully and did manage to regulate access to allow responsible
access to everyone in a flexible way.
[14] This theme
was continued by Mr Alex Sutherland on who was an access officer employed by
Highland Council. His background was as
a surveyor employed at one time as a district valuer and then as a land agent
involved for instance with the creation of part of the West Highland Way. Nowadays he interested himself in such things
as the Scottish rights of Way Society and a partnership organisation called
Paths for All.
[15] Mr
Sutherland also considered that the legislation was a great success. He had considered at the outset that there
might be serious conflict between landowners and access takers but this had not
developed nor had there been an unseemly rush of persons flooding the
hills. In his view most access takers
were acting responsibly and had given little cause for concern to owners of land. He gave as an example Skibo Castle which was
a large house within his area which operated a business as a hotel offering
luxurious and exclusive accommodation for guests from all over the world and
its management had expressed some concern as to how the legislation would
affect the exclusive nature of its product but discussions had been able to
take place to remove these concerns and still to allow appropriate access in
terms of the legislation.
[16] All these
witnesses were at pains to explain that the basis of the legislation was to
allow a completely flexible approach to access on the basis that subject to a
number of specific exclusions access to land in Scotland would be allowed to
everyone but provided it was taken in a responsible manner as defined in the
Code prepared under the auspices of the Act.
A great deal was left deliberately to the discretion of the access taker
who might have a basic right of access to land but who would be left with an
individual decision not to exercise that right on occasions when the
circumstances of the use of the land by the land manager made it inappropriate
to do so, -- for instance where growing crops were at a critical stage, where
an agricultural operation was being carried out or where private activities on
certain land were taking place. Provided
access takers followed the Code there would never be difficulty caused by the
legislation.
[17] I now turn
to some aspects of the evidence of Mr Morris and Mr Sutherland who both gave
evidence for the second defender. The
tenor of their evidence was that it was a cornerstone of the legislation that
anyone exercising access to land could do so only if they did so responsibly
and although it may not be very important to the decision in this case they
gave effusive evidence of how successful the legislation had been in avoiding
conflict and obtaining appropriate access for those who wished to take it. Mr Morris explained that 95 percent of those
taking access did so in a responsible way and partly because of that the
difficulties anticipated by some had not materialised. He pointed out that the right to exercise
access over land applied only to those who were prepared to do so responsibly
and who followed the advice given in the Code.
His opinion was that most genuine access takers invariably did so.
[18] In some
ways that evidence has to be received with caution. It may well be that those access takers who
are members of the Ramblers Association will for the most part be able to be
relied on to take access in the way envisaged by the legislation but what of
non-members of that organisation, or members of the criminal fraternity? Access to land is available to all not just
"genuine access takers". Some
of those people who do so may not be intent on enjoying the countryside or its
wildlife but may have ulterior criminal or voyeuristic motives or perhaps
simply an unhealthy curiosity about the occupants. No doubt the risk of such a possibility may
be insignificant in relation to access to remote areas like the Cairngorms but
where access takes place close to buildings such as dwelling houses the risk of
such abuse markedly increases. When
asked what a responsible land manager was to do when faced with the situation
where a person taking access appeared to be doing so irresponsibly, Mr
Sutherland accepted the proposition that the legislation with which this case
is concerned did not concern itself with criminal activities and the ordinary
criminal law of Scotland could be relied on to resolve any such difficulties
should they arise.
[19] Based on
the evidence given in this case I wonder how reliable that proposition is? To consider that I return to the evidence of
Mr Morris. He described an episode in
which he attended at Kinfauns Castle to investigate the suggestion that rights
of access were being obstructed by the erection of a fence put up by the
pursuer. He explained that he attended
at that Castle and made his way round the fence for some distance until he
arrived at the main gate. As he did so
the gate opened probably not to facilitate his entry but he took the
opportunity to go in. At that point the
ground consists of a tarmac driveway bounded on both sides by short cultivated
grassland which could, I think, reasonably be described as a lawn. As he made his way into the gate a landrover
could be seen coming from the direction of the Castle and the driver of that
vehicle stopped and spoke to him. He
explained his purpose in being there and indicated that he was intending to
walk through the grounds for the purpose of trying to come to a conclusion as
to whether rights of access were being impeded. The driver of the Land Rover
asked him to leave the premises probably more than once but the conversation
between them was entirely civilised with no raised voices and was conducted in
a polite manner. Mr Morris indicated
that he firmly but politely indicated that despite being asked to leave the
premises he was going to continue with his walk through the grounds and the
driver of the Land Rover indicated something along the lines he would have to
do something about that and drove off back to the Castle.
[20] Mr Morris
then set off on his expedition walking round the edge of the lawn as
demonstrated on the plan by him and round what has been described in the evidence
as the horseshoe area to the South West and then at some stage noticed a police
car arriving in the back gate of the Castle so he immediately began to traverse
the garden area near where there is an ornamental stream, a small bridge and
some cultivated flowerbeds towards the police officers. The car contained two police officers who
spoke to Mr Morris. He explained his
purpose in being in the premises. He
claimed to be operating in terms of the new legislation. The police officers indicated they were aware
of the existence of the legislation but did not claim to have a detailed
knowledge of its terms. At some stage Mr
Morris asked if they had a copy of the Code and when they explained that they
did not he proffered one for their future used explaining he had plenty of
them. He informed the police officers
that he was of the view that any dispute between him and the land manager was a
civil dispute implying if not specifically saying that it had nothing to do
with them, which dispute arose in terms of the new legislation. In the meantime another police car arrived at
the scene with two further police officers who joined in the discussion. It was agreed by the police officers that the
matter was a civil dispute and they intended to take no action in relation to
Mr Morris other than to request him to give them his full name and address and
other details and then they made their way to the Castle itself. Mr Morris of course was not aware of what the
police officers told those in the Castle but he assumed that they told them
that the matter was a civil dispute which did not concern them (the police
officers). He then finished his business
at the Castle and made his way back across the edge of the lawn and when he
arrived back at the main gate, coincidentally, the gate opened to allow others
to pass through and he made his exit.
[21] In some
ways that evidence was rather surprising considering what Mr Morris had said
about the majority of access takers. He
had indicated that 95 percent of such people follow the Code. Yet he himself had taken access across land
in the teeth of opposition by the land manager which he was acutely aware was
land excluded from the right of access by the legislation and very certainly by
the very document which he had handed over to police officers. Not only was he not exercising access
responsibly in terms of the Code he was exercising access over land which he
knew was excluded from the right of access contained in the legislation in
circumstances when he had specifically been requested to leave. Matters become worse however because when the
police officers arrived, in circumstances where prior to the legislation no
doubt they would have simply asked him to leave, they were informed by him that
it was not a criminal matter for them but a civil matter and they fell for it,
when in truth he was probably creating a breach of the peace by refusing to
leave when requested to do so in circumstances where he was exercising a right
of access which he knew did not exist.
In short he had chosen to ignore the very legislation that he was
complimenting because it suited his purpose.
[22] How, then,
does that affect the evidence given by both Mr Morris and Mr Sutherland about
the effectiveness of the law in protecting the rights of land managers? Here
there was clear evidence given by the perpetrator himself of not just the
irresponsible exercise of access but the exercise of access knowing that access
was being taken over land excluded from the right afforded by the Act. Furthermore when law officers arrived at the
request of the land manager they found themselves rightly or wrongly unable to
take measures to protect the rights of the land manager because of the claim by
the access taker that any dispute was a civil one and not a criminal
matter. If there were to be any doubt
about the veracity and reliability of the evidence given on behalf of the
pursuer that she had concerns for the security of her possessions, her family
and herself if access were permitted over the land in question, it was likely
to be dispelled by that set of circumstances.
It may be that if the person taking access across the lawn had been
someone other than Mr Morris, perhaps wearing a striped jersey and carrying a
bag marked "swag", different action would have been taken by police officers
but the land manager cannot be sure. Any
one aware of these circumstances could hardly find themselves in agreement with
the evidence of Mr Sutherland that the ordinary criminal law could be relied
upon to give protection to land managers against persons not exercising access
responsibly. If that were the way the
Act is put into effect by a person such as the Director of the Rambler's
Association what can one expect of others whose experience of the Code and
workings of the Act is much less developed?
[23] Similar
comments might be made in relation to the evidence of Mr Sutherland who also
found the Act to be working well with few problems being experienced by access
takers or land managers. Having said all
that I do not suggest that the result in this case should depend on that
dichotomy in the evidence of the witnesses for the second respondents. I mention that particular evidence simply
because I am bound to say that I found the evidence of those who indicated that
it was appropriate to assume that the high ideals of the Act would be followed
by the vast majority of persons who took access to land to be rather
naive. That evidence was supported by a
view that the Act had been operating without the anticipated clash between land
managers and access takers which it was said showed that access over ground was
able to be taken without prejudice to the use of the ground. That may well be true generally but the
evidence here would indicate that some difficulties at least have arisen
without resolution or protest in the public domain.
The Legislation.
[24] Section
1 of the Land Reform (Scotland) Act 2003 provides:
"1. Access rights
(1) Everyone has the
statutory rights established by this Part of this Act.
(2) Those rights (in
this Part of this Act called "access rights") are --
(a) the right to be,
for any of the purposes set out in subsection (3) below, on land; and
(b) the right to cross
land.
(3) The right set out
in subsection (2)(a) above may be exercised only --
(a) for recreational
purposes;
(b) for the purposes of
carrying on a relevant educational activity; or
(c) for the purpose of
carrying on, commercially or for profit, an activity which the person
exercising the right could carry on otherwise than commercially or for profit.
(4) The reference --
(a) in subsection
(2)(a) above to being on land for any of the purposes set out in subsection (3)
above is a reference to --
(i) going into, passing
over and remaining on it for any of those purposes and then leaving it; or
(ii) any combination of
those;
...
(7) The land in respect
of which access rights are exercisable is all land accept that specified in or
under section 6 below."
[25] Access rights granted by the Act are
available only if they are exercised responsibly in terms of section 2 of the
Act. A person is to be presumed to be
exercising access rights responsibly if they are exercised so as not to cause
unreasonable interference with any of the rights (whether access rights, rights
associated with the ownership of land or any others) of any other person but
the person would not be exercising access rights responsibly if he engaged in
conduct excluded by section 9 of the Act including crossing land in breach of
interdict, being on land for a criminal purpose or for hunting shooting of
fishing. Similarly disregarding the
guidance on responsible conduct set out in the Access Code incumbent on persons
exercising access rights would not be exercising access rights responsibly.
[26] Section 6 of the Act sets out land over which
access rights are not exercisable. It
provides as follows:
6. Land over which access rights not exercisable
(1) The land in respect
of which access rights are not exercisable is land --
(a) to the extent that
there is on it --
(i) a building or other
structure or works, plant or fixed machinery;
(ii) a caravan, tent or
other place affording a person privacy or shelter;
(b) which --
(i) forms the curtilage
of a building which is not a house or of a group of buildings none of which is
a house;
(ii) forms a compound
or other enclosure containing any such structure, works, plant or fixed
machinery as is referred to in paragraph (a)(i) above;
(iii) consists of land
contiguous to and used for the purposes of a school; or
(iv) comprises, in
relation to a house or any of the places mentioned in paragraph (a)(ii) above,
sufficient adjacent land to enable persons living there to have reasonable
measures of privacy in that house or place and to ensure that their enjoyment
of that house or place is not unreasonably disturbed;
(c) to which, not being
land within paragraph (b)(iv) above, two or more persons have rights in common
and which is used by those persons as a private garden;
..."
[27] Section 7(5) of the Act provides that
"(5) There are
included among the factors which go to determine what extent of land is
sufficient for the purposes mentioned in section 6(1)(b)(vi) above, the
location and other characteristics of the house or other place.
[28] Section 10 of the Act provides for the
drawing up of a "Scottish Outdoor Access Code" as follows:
10. The Scottish Outdoor Access Code
(1) It is the duty of
Scottish Natural Heritage to draw up and issue a Code, to be known as the
Scottish Outdoor Access Code, setting out, in relation to access rights, guidance
as to the circumstances in which --
(a) those exercising
these rights are to be regarded as doing so in a way which is or is not
responsible;
(b) persons are to be
regarded as carrying on activities, otherwise than in the course of exercising
access rights, in a way which is likely to affect the exercise of these rights
by other persons;
(c) owners of land in
respect of which these rights are exercisable are to be regarded as using and
managing, or otherwise conducting the ownership of it, in a way which is or is
not responsible;
(d) owners of land in
respect of which these rights are not exercisable are to be regarded as using
and managing, or otherwise conducting the ownership of it, in a way which is
likely to affect the exercise of these rights on land which is contiguous to
that land."
[29] In summary the Act allows responsible access
to all land other than specified types of land which are excluded in the
Act. These types include all buildings
and certain land immediately surrounding buildings including the curtilage of a
building which is not a house and importantly in this case, land which
comprises, in relation to a house sufficient adjacent land to enable persons
living there to have reasonable measures of privacy in that house and to ensure
that their enjoyment of that house is not unreasonably disturbed.
[30] Section 28 of the Act makes it competent for
the sheriff to declare areas of land to be land in respect of which access
rights are or are not exercisable. It is
in the following terms so far as is relevant to this case:
"28. Judicial determination of existence and
extent of access rights and rights of way.
(1) It is competent, on
summary application made to the sheriff, for the sheriff --
(a) to declare that the
land specified in the application is or, as the case may be, is not land in
respect of which access rights are exercisable;
(b) to declare --
(i) whether a person
who has exercised or purported to exercise access rights has exercised those
rights responsibly for the purposes of section 2 above;
(ii) whether the owner
of land in respect of which access rights are exercisable is using, managing or
conducting the ownership of the land in a way which is, for the purposes of
section 3 above, responsible.
..."
[31 In this case the pursuer applies to the court
for a declarator that land specified in the application is not land in respect
of which access rights are exercisable.
She founds on the exception contained in section 6(1)(b)(iv) and the question
in the case becomes how much ground could be said to be sufficient adjacent
land to enable persons living there to have reasonable measures of privacy in
that house and to ensure that their enjoyment of that house is not unreasonably
disturbed. The Act itself gives very
little assistance to those making a decision as to how much land falls within
that definition. The only reference to
any factors which should be taken into consideration that I can find is
contained in section 7(5) of the Act which enacts that the factors which go to
determine what extent of land is sufficient for the purposes mentioned in that
subsection include the location and other characteristics of the house or other
place. I interpret that as meaning that
one should take into account the location and other characteristics of the
house when deciding what area of ground is sufficient for the purposes of the
subsection.
The Scottish Outdoor Access Code
[32] The respondents led evidence from officials
whose job it is to advise and counsel on the operation of the respective rights
and obligations contained in the Act.
For instance Mr Stubbs described what he considered his duties under the
Act to be and gave illustrations of how he fulfilled them. Some time was spent on describing the
philosophy in the Act and the steps that require to be taken both by access
takers and by land managers to make sure that responsible exercise of access to
all land covered by access rights was able to be taken. While that evidence was interesting and
helpful in understanding the concept of the Act in my opinion it was not
directly relevant to the question which I had to decide. Further it had the effect of diverting
attention on to the question of whether the decision which requires to be made
in this case, namely whether the ground specified in the application is
excluded by reason of the fact that it "comprises, in relation to a house,
sufficient adjacent land to enable persons living there to have reasonable
measures of privacy in that house and to ensure that their enjoyment of that
house is not unreasonably disturbed", should be decided with reference to the
advice and guidance set out in the Code or should be decided in some different
way.
[33] The pursuer argues in closing submissions
that the Code is entirely irrelevant to the decision of the question and that
the respondents and the Ramblers Association focused too firmly on the factors
which might be used to advise access takers as to how to exercise their right
responsibly rather than focusing, as they should have, on the question of what
area of ground was sufficient for the purposes set out in the section
6(1)(b)(iv) exception. Counsel for the
pursuer makes reference to the evidence of the witnesses led by the respondents
and criticises it on the basis that the line suggested by the respondents for
the boundary of any ground to be excluded in terms of the exception, was fixed
by reference to the ground features referred to in the Code such as policy
'woodlands' and the difference between 'rough grass' and 'lawn' and ignored
such things as the fact that the fence followed for most of its length an
historic boundary. He submits that the
respondents exercised no judgement in fixing their demarcation line other than
considering how the changing topography could be described by reference to the
terminology used in the Access Code and that was not the proper approach to the
interpretation of section 6 of the Act.
[34] In reply to that Counsel for the respondents
submitted that the evidence from Mr Stubbs and Mrs Clough was designed to
explain the nature of considerations of relevance to the questions that arise
under the terms of section 6(1)(b)(iv) of the Act. They gave careful consideration to the
particular circumstances of the case and it was incorrect to suggest that the
respondents regarded the Code as being determinative. It was referred to by the officers on a
practical level. The topography was
referred to for the purpose of acting as indicators of the land which was to be
regarded as 'adjacent' to the house. The
historic boundary had been fixed upon the basis of ownership prior to the Act
coming into force and was not relevant to the question of what land was
'sufficient'. Counsel for the Ramblers
Association associated himself with the approach taken by the respondents'
officers in their assessment of the factual situation on the basis that the
approach was objective, apparently dictated by the Code and appeared to strike
a reasonable balance in terms of the acreage acknowledged as necessary for the
reasonable enjoyment of the house. In
that respect we could take it that it is the position that the Code should be
used as an aid to come to a decision as to what land is 'sufficient'.
[35] It is important in my view to look at the
section setting up the Code. It directs
that it is the duty of Scottish Natural Heritage to draw up and issue the Code
which is to set out in relation to access rights guidance as to certain
matters. First of all it requires
guidance to be promulgated as to the circumstances in which those exercising
access rights are to be regarded as doing so in a way which is or is not
responsible; secondly it requires guidance for persons who are to be regarded
as carry on activities, otherwise than in the course of exercising access
rights, in a way which is likely to affect the exercise of these rights by
other persons; thirdly it requires guidance as to the circumstances in which
owners of land in respect of which these rights are exercisable are to be
regarded as using and managing, or otherwise conducting the ownership of it, in
a way which is or is not responsible; and finally it requires guidance as to
the circumstances in which owners of land in respect of which these rights are
not exercisable are to be regarded as using and managing or otherwise conducting
the ownership of it, in a way which is likely to affect the exercise of these
rights on land which is contiguous to that land. On examination it is clear that the Code is
to give help and guidance on the one hand to the people taking access and on
the other hand to those over whose land access is to be taken as to how to act
responsibly in relation to the rights given by the Act. Importantly, in this context, there is no
mention of the Code being a tool for the interpretation of any other part of
the Act and in particular of section 6.
Indeed, looking at the terms of the Code it is clear that it is prepared
as a practical guide to the taking or giving of access rather than an aid to
interpretation of one of the exceptions to the rights given in the Act. The whole basis of the Code is to assist
persons actually taking access or persons over whose land access is taken in
terms of the Act to work out how they should behave in relation to the rights
set out in the Act. It would also be
used in court proceedings in relation to any declaration under section
28(1)(b).
[36] In my opinion while it might be going too far
to hold that the Code is entirely irrelevant as suggested by Counsel for the
pursuer, it cannot be said that the advice and guidance given by the Code is a
direct help to the interpretation of section 6.
Such things as the advice not to go too close to a building used as a house and to avoid walking
on grass which was closely mown and to avoid disturbing persons working or
otherwise using the land does not help with the interpretation of what is
sufficient for the purposes set out in section 6. Any suggestion that the nature of the ground
itself should be decisive as to whether the land should be excluded from the
rights of access is in my view misconceived.
However it is important to remember that the Act requires the court to
take into account the location and other characteristics of the house and in
doing so the court is bound to consider the nature of the land surrounding the
house and so in that context the topography would be a matter for
consideration.
Discussion.
[37] Counsel for the first-named respondents
argued in response to the suggestion made by Counsel for the pursuer that the
witnesses for the Council laid too much emphasis on what was said in the Code,
in fact regarding it as determinative, that it was inappropriate to suggest
that the Council regarded the Code as determinative but rather they referred to
it on a practical level using the physical features referred to in evidence as
indicators of the land which was to be regarded as "adjacent" to the
house. I must say that my general
impression of the evidence of the witnesses for the Council was that they did
regard the Code as, if not entirely determinative, at least extremely important
in deciding for instance whether the woodland surrounding part of the property
should be included or whether the end of the land deemed sufficient should be
where the lawn comes to an end. In particular
Mr Stubbs made numerous references to the Code in relation to his deliberations
as to where the line should be drawn and indeed when asked in evidence in chief
to what extent he considered guidance in the Code relating to the issue of
sufficient adjacent land to be relevant to these proceedings his answer was
that it was "extremely relevant". Later
he was referred to paragraph 3.17 where it was said specific guidance was given
in relation to the possibility of being too close to a house or garden and
again he indicated that the considerations contained in the Code were taken
into account by him when carrying out his assessment saying that it would be
very useful for him and his colleagues in trying to draw a line as to where
they thought the boundary should be.
Later there are several passages of evidence when he discusses amongst
other things; the difference in the quality of the grass on the lawn as opposed
to the longer grass beyond the lawn or to areas where the ground was not so
extensively cultivated so as to be able to be described as woodland or policy
ground rather than garden. In my opinion
it was clear that in a laudable attempt to create some consistency in local
authority decisions those charged with responsibility of making the Act work
were applying the information given in the Code to enable them to form their
view of what was sufficient ground for the purpose of section 6.
[38] Despite the argument to the contrary on
behalf of the respondents, there was in my view a general theme running through
the evidence of the witnesses called by the respondents that the description of
the type of land described in the Code, as being woodland or policy land and
therefore as being appropriate for the use of responsible access takers, was
somehow useful in this case in deciding the extent of land to be regarded as
sufficient for the purposes of section 6.
It cannot be coincidental that the line produced on the plan as the
boundaries of the ground said to be sufficient for the purposes of section 6
round the edge of what could be described as a lawn or the beginning of the
woodland and excluded the narrow strip of ground at the horseshoe on the basis
that the grass was not so closely mown as the lawn. The general impression from that evidence was
that the approach of the respondents when they considered what land should be
excluded if any, was that the approach advocated by the Code to the types of
land which responsible access takers should avoid should be used at least
partly to come to a conclusion as to what land should be excluded from the
right of access. Thus all the garden
ground, that is ground intensively cultivated and most of the lawn was
included, while all the woodland was excluded whether or not it had been
cleared and the paths restored. In my
view that is not the proper approach to a decision by the court as to what
ground should be declared to be excluded from the right of access and it may
have led the respondents to come to an inappropriate conclusion as to how much
land was sufficient for the purposes of the section.
[39] In his closing submissions Counsel for the
Ramblers Association suggested that the legislation created a generalised,
wide-ranging series of mutual rights and obligations in relation to access to
and over land however it was held and used, from which departure should only be
sanctioned in compelling and carefully prescribed circumstances and this case
did not in his submission demonstrate such circumstances. Later Counsel submitted that the approach of
the act is reciprocal, or mutual and any decision as to whether or not land was
to be excluded from 'access land' had to take into account the rights of the
access taker as well as the rights of the landowner. I do not demur from the need to take into
account both sets of rights but think it is important to remember that the
decision to exclude land from the rights contained in the Act is not one given
to the court but is set out in legislation in section 6. It is not for the court to decide whether
land falling under section 6(1)(b)(iv) should be excluded from the rights of
access, for Parliament has decided that it should be excluded. All the court is required to do is decide the
extent of the land already excluded by Parliament. The declaration by the court is not a
declaration that certain ground should be excluded, that was the decision of
Parliament, but rather merely what is the extent of the ground excluded. Clearly it would not have been possible for
Parliament to have made a decision in relation to each house as to how much
ground was sufficient nor was it possible for them to categorise each type of
house as requiring a certain amount of ground and so it was left to the courts
in the individual circumstances of each case to decide what is sufficient. There is no discretion given to the courts as
to whether land is excluded if the circumstances fit the exceptions set out in
section 6 but the only discretion given to the courts is to decide subject to
section 7(5) what land is sufficient for the purposes contained in the
exception.
[40] In some ways Counsel for the first
respondents falls into the same trap. In
her submission she argues that the reliance placed by the pursuer on the
previous fence line upon which the new fence had in part been built, as the
historic boundary was misplaced because the historic boundary was fixed prior
to the 2003 Act coming into force and was based on sole ownership. That argument implies that the court has some
discretion in deciding whether there should be a right of access to the ground
round the house or not rather than acknowledging that Parliament has prescribed
that there should be no such right over "sufficient ground" and the
court simply has a duty to declare how much land is sufficient.
[41] Thus the argument that departure should be
sanctioned only in compelling and carefully prescribed circumstances, and that
the reciprocal approach favoured by the Act meant that the rights of the access
taker as well as the rights of the landowner must be taken into account is to
some extent misconceived because since sufficient adjacent land for the
purposes set out in the section is excluded by Parliament from the right of
access there can be no access taker, only a potential access taker depending on
the extent of the ground deemed to be sufficient, not because of a declarator
made by the court but because Parliament says so.
[42] It was also argued by Counsel for the
Ramblers Association that the owner of a house could not take advantage of the
exception unless he could demonstrate that the exception was necessary for the
enjoyment of the house and that the question came to be, was the exclusion of
any person to the limit of the fence as it now stands necessary for the
enjoyment of the house? Again one has to
consider the terms of the exception. The
first thing one notices is that there is no mention of necessity to show that
the exclusion is required. What the
second part of the section does say is that ground "which comprises sufficient
adjacent land... to ensure that their enjoyment of that house is not unreasonably
disturbed" is excluded from the right.
It seems to me that the emphasis contained in that part of the section
is, so to speak in favour of the landowner rather than the access taker. By that I mean the court is enjoined to allow
exemption or perhaps more correctly the landowner is entitled to- sufficient
land to be excluded to ensure (my emphasis) that their enjoyment of the
house is not unreasonably disturbed. In
my view that places a different emphasis on the need for the exclusion of the
right of access than is suggested by the argument that one has to look to see
how much land is necessary for the enjoyment of the house. The choice of that language suggests a more
liberal approach to the amount of land to be excluded than the wording suggested
by Counsel for the Ramblers Association.
[43] Counsel for both respondents argued that the
pursuer's case was periled on her individual self interest in that her evidence
centred on characteristics which would apply particularly to her rather than to
most other people. Such things as her
personal notoriety, her entertainment of VIP guests, her family and her
valuable possessions were emphasised as requiring special consideration in
relation to privacy and protection. It
was said that that emphasis on personal characteristics could not be an
appropriate consideration when coming to a decision as to what was sufficient
land for the purposes of the exemption.
Such personal characteristics were unlikely to be exhibited in any
subsequent owner and such emphasis would result in the necessity regularly to
change the size of ground excluded to take into account different owners'
individual circumstances and Parliament could never have intended that. There was no provision for any subsequent
owner to make application to the courts for a variation of the amount of ground
based on their individual circumstances which would have been necessary if the
courts were supposed to take into account the circumstances of the individual
proprietor of the time being. If that
were so it was illegitimate to take into account such things as the security
implications relating particularly to the pursuer or her desire to entertain
persons who attract more than usual press interest. It would not be appropriate to increase the size
of the land considered to be sufficient for the purposes mentioned in the
exemption because the individual owner for the time being happened to have
special requirements. If security and
other similar considerations were placed on one side there was no need
certainly for any land in excess of the area suggested by the respondents.
[44] On the other hand the pursuer argued that it
was essential to take into account the individual circumstances of the owner
and quite impossible to decide what area of land was sufficient for their
enjoyment without taking into account their individual circumstances. It would be necessary to consider the views
of the occupants of the house for the time being so as to ascertain what would
interfere with their enjoyment of the house.
That was so because of the terms of the section referring as it did to
"their enjoyment" which clearly meant the enjoyment of the occupants
of the house for the time being..
Failure to do so would be a contravention of the pursuer's Convention
rights. The Convention recognised
individual rights in relation to a person's private and family life and his
home and depended entirely on their individual style of living and
circumstances. The allowing of access
over the land which was the subject of the application would constitute an
interference with the right of private and family life and so it was important
to take her circumstances into account in deciding how much land was sufficient
for the purposes of section 6.
[45] Again one has to take notice of the wording
of section 6. First of all it makes
reference to sufficient adjacent land to enable "persons living
there" rather than "the persons living there" which implies to
me that the legislature had in mind not that the courts would take into account
the individual proprietor for the time being but would have in mind generally
the persons living there. Further the
subsection allows exception from access rights to enable persons living there
to have "reasonable measures of privacy" in that house and to ensure
that their enjoyment of that house or place was not "unreasonably"
disturbed. The introduction of the words
"reasonable" and "unreasonably" lead me to the conclusion that
the court is expected to take into account the needs of a fictitious
"reasonable occupant ", perhaps the Scottish equivalent of the man on
the Clapham Omnibus or perhaps more aptly in this context the man (or woman)
with the Chelsea tractor. I agree with
Counsel for the Ramblers Association that Parliament could not have intended
that the courts would require to ascertain the needs of the proprietor for the
time being in such a property and then cater for them individually. In my opinion in interpreting this part of
section 6 courts would have in mind what a reasonable person living in a
property of the type under consideration would require, to have reasonable
measures of privacy and to ensure their enjoyment of that house was not
unreasonably disturbed.
[46] Counsel for the respondents argued that if
one looked at the evidence of Mr McCleary it could be seen that what was really
at stake as far as he was concerned on behalf of the pursuer was to try to
secure privacy not in the house but in the whole of the area contained within
the fence, some of which was described by them as policy ground. So the argument was that by selecting such a
large area of ground to be included in the area of ground excluded from access
rights, the pursuer was trying to secure privacy in these grounds rather than
to secure the privacy of the house and the Act did not provide for that. Reference was made to some of his evidence in
particular. Counsel for the pursuer on
the other hand argued that the exclusion of the ground was required to enable
persons living there to have reasonable measures of privacy in the house and to
ensure that their enjoyment of the house was not unreasonably disturbed. Enjoyment of the house included the ability
to use the grounds round the house privately.
[47] I agree with Counsel for the pursuer that the
evidence in this case shows that persons living in a house of this kind located
as it is in the country would consider that their enjoyment of that house would
be considerably reduced if the house was not located in reasonably large
grounds which were private. I think one
can take from the evidence and applying judicial knowledge and commonsense that
persons capable of and interested in purchasing a house of the kind which is
the subject of these proceedings as their own private house would not consider
doing so if the house itself and its grounds, and by that I mean a substantial
area round the house were not able to be used by them privately. The reasonable person would consider that
reasonable measures of privacy for that house and sufficient adjacent land to
secure that the enjoyment of the house was not unreasonably disturbed would
require a reasonably substantial area of ground. The purpose of excluding the ground from the
rights of access contained in the Act would not be to secure the enjoyment of
the "policies" for the occupants of the house but to secure the
enjoyment of the house itself which I do not think can be separated in the way
suggested by Counsel for the second named respondent.
[48] I am alert to the fact that there is a danger
that that one might stray from the bounds of judicial knowledge into the bounds
of private knowledge when trying to evaluate the evidence in the case. I say that because I consider that judicial
knowledge in this case includes a general view about what the average person
might consider important when choosing whether or not to purchase a house. Such things as the aspect of the house,
whether it faces north or south, whether it is surrounded by other houses, the
size of its rooms and generally its accommodation would be important but so
would whether the garden is private or overlooked, whether it is large or
small, whether it is sheltered and whether it affords privacy for private
activities such as sunbathing or picnicking or eating al fresco. Applying that judicial knowledge generally to
this case one I think can come to the conclusion that the average reasonable
person purchasing a house of this kind would consider that quite a large area
of ground would be required to be sufficient for the enjoyment of the house and
that would include such things as the lawns and the gardens of the house as
well as in my opinion areas of the woodland immediately surrounding the gardens
especially when these woodlands are developed in a way to allow paths to
crisscross them and steps to be built in them and considering that they can be
used according to the evidence for children to play in. That would accord with
the type of evidence given by Mr McCleary whose evidence in general indicated a
desire by the current occupiers for privacy of that type.
[49] I also consider that it is instructive to
look at the other exemptions allowed by Parliament to the access rights
provided by the Act. In particular one
sees in section 6(1)(c) that any land not included in subparagraph (b)(iv) to
which two or more persons have rights in common and which is used by those
persons as a private garden is exempted.
Presumably that applies for example to gardens such as Queen Street
Gardens in Edinburgh. Significantly
there is no connection between the gardens owned in that way and any house so
the privacy extends to the use of the garden in these circumstances. Further, there is no limit on the size of the
garden in such circumstances. All that
is required is that the ground has to be used as a private garden. Further no restriction is made in relation to
the nature of the garden ground as to whether it is woodland or lawn or
flowerbed. It seems to be that if
Parliament had thought it appropriate to exclude gardens unconnected with a
house and to which two or more people have rights, presumably to protect the
privacy of that garden it would be unlikely that it was considered that garden
areas round private houses should not also have privacy and it may be that it
was thought appropriate to do so by connecting it to the privacy of the house
as an adjunct of the amenity of the building.
Decision.
[50] How then should the court approach the task
of deciding what is sufficient adjacent land to enable persons living in this
house to have reasonable measures privacy in that house and to ensure that
their enjoyment of that house is not unreasonably disturbed? The first considerations are those contained
in section 7 of the Act namely the location of the property and other
characteristics of the house or place.
The first thing I should say about these provisions are that the Act
makes it clear that they are not the only factors to be taken into account to
determine what extent of land is sufficient.
There are quite clearly envisaged other factors relevant to the
particular property which should be taken into account. The second observation is that helpful though
the provisions are, they are extremely general and no help is given as to what
is meant for instance by "other characteristics".
[51] As far as location is concerned it is quite
clear that the house is located in the country not too far from the main road
high on a promontory above the Carse of Gowrie overlooking the River Tay. Amongst its other characteristics are the
fact that it is an exceptional country mansion house of high architectural
merit. It is of a substantial size being
one of the larger country mansion houses in Perthshire and indeed probably in
Scotland. It is of a very substantial
value such that only a small number of persons would be able to afford to own
it and run it as a private house. The
nature of the building and its prominence would point to a larger rather than
smaller area of ground being required to be sufficient for the purposes of section
6 of the Act.
[52] As I said below I consider that it is
appropriate to take into account the reasonable persons living there and to
consider what area of ground would be sufficient to allow them to have
reasonable measures privacy. The only
evidence in the case relating to persons living in the house came of course
from the witnesses for the pursuer and in particular Mr McCleary. A great deal of evidence was also led from
security experts explaining the need for a large private area of ground to
facilitate security measures in relation to the pursuer. I have already come to the conclusion that it
is inappropriate to base the decision on the requirements of the individual
proprietor for the time being but that does not mean that one cannot take into
account the evidence relating to the security of the premises.
[53] While I accept that it is quite possible that
the average proprietor of Kinfauns Castle might not have the resources or the
tastes or the interests of the pursuer in this case it is I think legitimate to
infer from the nature of the premises and in particular its value and cost to
run that any person using the premises as a private house would require to have
very substantial resources. It is also
legitimate to infer from the evidence that such a person would be likely to be
the possessor of valuable objects of some kind be it furniture or pictures or
jewellery or at least to infer that outsiders including those of a criminal
disposition might think that the owner of the Castle would have valuable
possessions. If that is so then any such
proprietor would have concerns as to whether their premises were secure and
thus the evidence relating to security assumes some significance. It may be that the reasonable proprietor of
the Castle might not have the same finely tuned concerns about security that
were offered in evidence on behalf of the pursuer and might not require
elaborate precautions such as tamper detectors and other electronic devices,
but I think it can be inferred from the evidence that any owner would have
greater or lesser security concerns more highly developed than most other
householders in the country.
[54] It was clear from the evidence given by the
security experts on behalf of the pursuer that the starting point from a
security point of view was the fence which began the controversy in relation to
this property. It was clear that it
could not be said that the fence was a complete deterrent to persons bent on
kidnap or theft but it seemed to be accepted by the experts that there was the
need for some sort of barrier to indicate where the security measures
began. Where more intensive security was
required it would be expected that that would be supplemented by electronic
devices such as tamper detectors or CCTV.
Some discussion in the evidence took place as to whether it mattered
whether the fence was in the position selected by the pursuer or the position
selected by the respondents. The experts
giving evidence preferred the former position, it might be said perhaps not
surprisingly, but although they were cross-examined on the necessity for the
fence being so far away and indeed on whether it was sensible to have it out of
sight of the house, no contrary evidence was led and they maintained their
position that it was better to have some distance between the perimeter fence
and the house for security reasons. As I
have said of course such elaborate security arrangements might not be thought
necessary by every proprietor but I consider it reasonable to take the view that
most would have some concerns and to accept the evidence of the experts that
the most suitable location from security point of view of the fence would be
where the pursuer had erected it.
[55] No one in my view would have their enjoyment
of their private house ensured if they were concerned about the security of the
premises either from the point of view of theft or some sort of attack. If I am correct that most inhabitants of such
a house would be persons with substantial assets then I consider that all such
persons would have some concerns about security and it would be expected that
their enjoyment of the house would be able to be ensured only if they were
happy that the security of the premises was taken care of.
[56] Another consideration arising from the
characteristics of the house seems to me to arise from the evidence again
unchallenged of Mr McCleary that the fence erected by the pursuer was erected
following at least for some of the way but probably for most of the way a fence
which was already in existence albeit in poor condition. Mr McCleary described it as what I think
could be described as a stob and wire fence with perhaps two wires and about
waist height. Such a fence could not be
described in any respect as a security fence but it is significant in my view
that the fence was not one which surrounded the whole of the property owned by
the owners of the Castle but travelled at least part of the way through the
property so that property owned by the Castle was both inside and outside the
fence. Counsel for the respondents argued
that there was no significance in the fact that there was a fence there partly
because it was erected at a time when it was perfectly possible to own land
privately. I consider that it is
legitimate to take into account that the fence was built on the line of an
original fence, or more precisely a previous fence. It is clear that the fence would not have
prevented anyone who desired to do so from entering the premises but standing
its condition it was probably erected at a time when the existence of such a
fence would indicate to the vast majority of people that they were coming to
land owned privately. When one is trying
to assess what is sufficient land adjacent to the house to afford reasonable
measures of privacy in the house and to ensure the enjoyment of the persons
living there is not unreasonably disturbed it seems to me to be not
unreasonable to take into account the boundaries established by persons not
influenced in any way by the new rights created by Parliament in relation to
access across private property at least as an adminicle of evidence. It is I think legitimate consider that such
boundaries were placed there on the basis that persons considered that ground
within the boundary would be required to secure their privacy and enjoyment of
the property especially when the fence was not erected automatically on the
boundary of the land owned by the house.
For these reasons I have taken the line of the fence as being a pointer
to what might be considered by persons occupying the house as reasonably
required for the enjoyment of the house.
[57] Another consideration in my opinion in
relation to whether the enjoyment of persons living in the house would be
ensured is the use to which the adjacent ground is put. Taking into account the characteristics of
the property set out above, I think one would be able to infer from the
evidence led in the case that anyone living there would expect a reasonably
substantial area of ground surrounding the house before they would consider
that their enjoyment would be ensured and it would be not unreasonable for them
to consider that the kind of pathways restored for the purposes that they were
said to have been restored by the pursuer should be included in ground
sufficient to ensure the enjoyment of the persons living in the house. Again I consider it to be important that
these pathways were being restored rather than created because I consider that
it is appropriate to view the creation of these paths in the woodland sometime
in the past as being created for the enjoyment of the house as part of its
amenity. Taking into account the
characteristics of the house it would I think he not unreasonable for persons
living in such a property to regard such amenities as required for their
enjoyment of property.
[58] The description of the property or at least
of the garden area paints a picture of a typical country mansion house in that
immediately next to the house there are areas of lawn, cultivated flowerbeds
and the like and at least on some of the boundaries are mature trees and
woodland. One can think of many examples
of large country houses with similar arrangements for its amenity ground. I think it is legitimate to conclude that
judicial knowledge and common sense allows one to consider that such houses were
developed in that way to afford a substantial area of ground providing privacy
and enjoyment for those fortunate enough to be able to occupy them. The trees surrounding the garden provided
shelter but probably more importantly they provided privacy but they could do
so in my view only if they were able to be regarded as private property because
if persons could freely enter the woodland areas they would be able to view the
house and photographic it as described in the evidence for the pursuer and the respondents
. It is clear from the terms of section
6 Parliament did not intend to take away the right of private individuals to
have privacy in the house as special arrangements are made for that in section
6 nor did they intend to remove the right privately to enjoy a private
house. In this case the evidence showed
that not complete privacy would be provided since much of the house and garden
can be viewed from outside the land owned by the Castle but I do not think that
that means that the land sufficient for the purposes contained in section 6
should be diminished.
[59] An argument was presented that the line of
the fence erected by the pursuer was chosen randomly in that it was erected
through the land owned by the pursuer rather than round the perimeter of the
land owned by the pursuer and therefore there was no logical reason why the
amount of ground contained within the fence should be the appropriate amount of
ground for the purposes of the section 6 exemption and there was no reason why
a declarator should be granted in these terms.
Much the same of course could be said about the line chosen by the
respondents unless it is appropriate to choose the amount of ground included in
the exemption based on the ground features contained in the Code. In the first place that argument fails to
take into account the evidence that the fence was erected on the line of a
previous fence. Also I consider that
Parliament deliberately left the size of the ground exempted vague and if
necessary to be fixed by the court. It
is inevitable in these circumstances that some sort of arbitrary line would
require to be fixed by the courts.
Setting aside for the moment the woodland area we have the unfortunate
position here where the court has had to arbitrate between two lines, one set
by the pursuer and one by the respondents which were something in the region of
15 to 20 feet apart for some distance and where the argument centred on whether
the pursuer's grass was cut shorter on one side of the line than the other. Certainly if that had been the only argument
it would I think have been extremely unfortunate. Even the woodland area is a relatively small
area when one thinks of Scotland's total area but of course is very important when
it involves the land surrounding one's own house. In any event it might be said that one line
is no more appropriate or inappropriate than the other, but what is certain is
that a reasonably substantial area of ground standing the nature of the property
is excluded from access rights by the terms of section 6.
[60] Thus for all these reasons I have come to the
conclusion that a declarator in the terms sought by the pursuer should be
granted. In my opinion it encompasses
sufficient adjacent ground to enable persons living there to have reasonable
measures of privacy in that house and to ensure that their enjoyment of that
house is not unreasonably disturbed. The
enjoyment of the house in my view depends on an extremely large number of
factors but it could not be ensured by a smaller area of adjacent ground such
as the one suggested by the respondents taking into account the location and
characteristics of the house.
[61] That is sufficient for the decision but
Counsel for the pursuer presented an argument based on The European Convention
on Human Rights. It was accepted that
the statute was not incompatible with the Convention but it was suggested that
since the legislation had to be read and given effect do in a way which was
compatible with Convention rights, in a manner which was practical and
effective and since each family life was different from the next and one home
was different from any other home it was essential to take into account the
individual requirements of the individual residents of the house. Everyone was entitled to respect for his
private life and family life and his home and in order to provide respect it
was necessary when deciding what land was sufficient for the purposes of
section 6 to take into account the pursuer's personal circumstances. Otherwise Article 8 would be contravened.
[62] Further Article 8 of the Convention provided
that there should be no interference by a public authority with the exercise of
the rights which are guaranteed accept such as was in accordance with the law
and is necessary in a democratic society in the interests of national security,
public safety or the economic well-being of the country, for the prevention of
disorder or crime, for the protection of health or morals, or for the
protection of the rights and freedoms of others. It will be seen that the reasons for
interfering by a public authority with the exercise of these rights does not
include providing access rights to others over ground encompassing a person's
home and so to do so would constitute an interference with her right which was
incompatible with the Convention. The
access rights provided by the Act could not be said to be a Convention right in
favour of those people who might wish to exercise it and so their rights could
not be weighed in the balance against the Convention rights in favour of the
pursuer.
[63] Article 1 of Protocol 1 of the Convention was
engaged by the obligation which the Act imposed on proprietors of land to
tolerate the presence on their land of persons enjoying access rights and he
cited Chassagnou v France (2000) 29 EHHR 615.
As a result it followed that I
was obliged to give effect to the Act in a manner which struck a fair
balance between the interests of the proprietor and the "general
interest" and there must be a reasonable relationship of proportionality
between the means employed and the aim pursued by the legislation. Thus in determining an application under
section 28 the court had to have regard to what the home owner contended was
sufficient land adjacent to the house for the purposes of the exemption and
where there was credible and reliable evidence that a particular use of a
particular part of the land adjacent to the house contributed to the enjoyment
of the house of those living in it, and that for uninvited strangers to have free
access to that area of land would disturb that enjoyment, and a declarator
should be pronounced in the terms sought unless the court was satisfied that
the home owner was being unreasonable in seeking it.
[64] Counsel for the first respondents answered these
arguments by pointing out that the (private life) definition of the pursuer
placed great emphasis on the particular circumstances of the pursuer and her
family and that was an excessively subjective approach which in any event
failed to take into account the requirement for balancing exercise. The case cited by the pursuer to support the
' indisputable imperative' argument, Chassagnou v France, was dealing with
Article 11 not Article 1 of Protocol 1.
[65] I have dealt with Counsel's arguments in relation
to the Convention briefly because my decision was in favour of the pursuer
without the need to resort to Convention rights. Standing that it is accepted that the Act is
not incompatible with the Convention, these rights come into play only when a
decision is being made about how much ground is sufficient for the purposes of
the exemption and only if a decision was being made which denied the pursuer
sufficient ground for the purposes of the exemption. In other words it would only apply if a
decision was being made to find the amount of ground less than sufficient for
these purposes. The decision is one which might be wrong because the court
might have found insufficient land for the purposes set out in the Act to be
appropriate but that would not be a contravention of the Convention because it
would already be a contravention of the Act itself. If the ground found by the court to be
sufficient was correct there would be no contravention either of the Act or of
the Convention. I appreciate that that has
turned into a circular argument but it does seem to me that once it is accepted
that the Act is not incompatible with Convention rights and assuming that the
court makes a decision which was correct in relation to sufficiency there would
be no contravention of the Convention and on the other hand if the court were
wrong about sufficiency that decision can be put right without reference to the
Convention because it would be a contravention of the 2003 Act.
[66] I do not wish to depart from this case without
expressing my appreciation for the careful preparation undertaken by Counsel
for all parties and the considerable assistance which I have been given by the
careful submissions given in writing. I
am however disappointed to note that there is expressed some concern on the
part of the respondents about the procedure relating to the site visit which
took place at the beginning of the evidence.
It is said that it was noted by those representing the respondents that the
representative of the pursuer who accompanied me during the visit was seen to
"subject me to a commentary" during the visit.
[67] In the first place I should make it clear
that I accepted the invitation to attend the site visit because I considered
that it might facilitate the taking of evidence by allowing me to have a
picture of the matters which were explored in the evidence and to avoid
unnecessary explanation about things which could more readily be described by a
visit. It was as I understood it agreed
by all parties that that should take place.
I did make it absolutely clear however that I did not intend to hear any
submissions or representations by anybody at the site and that beyond my
observation of the land no evidence would be taken. I intended that to be clearly understood and
was resolutely of the view that no one would be allowed an opportunity to
address me and in particular no one would be allowed to address me out with the
presence of others in relation to the case.
It is particularly disappointing if there were concerns about this
matter that no one saw fit to raise them during a total of five days of
evidence so that any possible concerns could be allayed. I assume it was also noted that whatever was
being said to me by the solicitor for the pursuer was not being noted by me and
at this stage I can remember very little of what it was that was said to me
other than comments about slippery or awkward ground, one inquiry as to whether
I wished to make my way up the rather steep footpath and steps leading from the
area the bottom of the woods near the fence to the part of the grounds near
where the "horseshoe" part of the boundary or to choose an easier
route and a suggestion that I should make my way onto the front Terrace to
finish the tour. I was also provided
with an invitation to view the inside of the building if I thought that was
necessary, a request which I declined.
It should be clear that in deciding the case I took into account my
observation of the grounds as I made to the site visit but nothing that was
said to me during the site visit was regarded by me as evidence or as
submission.