F400/07
JUDGMENT OF SHERIFF NIGEL MURRAY PATON
in the cause
A M
Pursuer
against
I M
Defender
For the
Pursuer: Mr Smith,
of Simpson & Marwick, Solicitors, Edinburgh
For the
Defender: Mr Aitken,
of Thorley Stephenson, Solicitors, Edinburgh
EDINBURGH, 27 June 2008
The sheriff, having resumed consideration of the cause, finds the following facts admitted or proved:-
1. The
pursuer, aged 31, and defender, aged 30, are the father and mother,
respectively, of GM who was born on
2. The pursuer and defender separated in about December 1997, having been together since they were about 17 years old.
3. By
agreement with the defender on
4. The pursuer has been in a relationship with NR (aged 27) since April 2005 and they have been living together for about three years. The defender is in a relationship with PC (aged 45).
5. The
defender has bought a flat in Algorfa in the Costa Blanca in
6. The defender, PC and GM do not speak Spanish and have not yet started to learn it.
7. The
defender and PC have no connections with
9. GM's
father, and all GM's grandparents, live in the
10. That
contact will be materially affected if GM moves to
11. GM is dyslexic and needs certain educational support including the use of a computer. It is not known if these will be available in the school in Algorfa to which GM will go.
12. GM will be taught in Spanish in the school in Algorfa and will be put back a year in school in order for him to learn Spanish.
13. GM
does not want to live in
Finds in fact
and law that it is not in the best interests of the child, GM, that the defender
be allowed to remove him from the
Therefore refuses to grant the defender's first crave for a specific issue order allowing the defender to move said child GM from the United Kingdom to live permanently in Spain; refuses the pursuer's first crave for interdict as no longer being necessary, refuses the pursuer's second crave and the defender's first crave, for residence, of consent; refuses the pursuer's third crave for contact as being unnecessary; sustains the pursuer's first and fifth pleas-in-law; repels the pursuer's third and fourth pleas; repels the defender's first, second third and fourth pleas-in-law; reserves the question of expenses and appoints for a hearing on expenses.
NOTE
The issue
[1] The issue in
this case is whether the defender should be able to take the parties' son, GM,
now aged 11 to live in
[2] The defender had been ordained to lead at the proof. I heard evidence from the defender; Mrs Elizabeth Gordon, the head teacher of Primary School where GM is a pupil, and his class teacher, Mrs Rosemary McPhee; and PC, the defender's partner. On behalf of the pursuer, I heard evidence from Isabel Murdoch, a child educational psychologist whose remit includes GM's school; the pursuer; his mother, Mrs HM; his sister, Am.M; his partner, NR; the defender's father, JM; and the pursuer's own father, An.M.
The law
[3] I was
referred by the solicitor for the defender principally to McShane -v- Duryea, 2006 Fam LR 15 where Sheriff
Principal Lockhart, while not setting out the law, referred to certain dicta in the English Court of Appeal
decision in Payne -v-
Payne, [2001] Fam 473. Other
cases cited to me, for the pursuer, were Fourman -v-
Fourman, 1998 Fam LR 98 (a case of my own) and M -v- M, 2000 Fam LR 84. There appears to be no Scottish authority
setting out the law and the factors to be considered in what are sometimes
referred to as emigration cases. I was
told that there were no cases of a parent seeking to take a child to a
non-English speaking country; but I drew attention to one unreported case in
this court, Pinkerton -v-
Pinkerton,
[4] The test in this country is what is in the best interests of the child. The solicitors for both parties were agreed on that. Section 11(7) of the 1995 Act stipulates three factors that the court must consider, namely, that the welfare of the child concerned is the paramount consideration, that the court must not make an order unless it would be better for the child that the order be made than that none should be made, and that the court, taking account of the child's age and maturity, must have regard to the views of the child. These are not the only factors. Furthermore, since the best interests of the child is the test, there can be no presumption in favour of or against a specific issue order to allow a child to live abroad.
[5] In deciding whether it is in the best interests of a child to be moved out of the jurisdiction of the court one has to consider what the factors are that have to be weighed in the balance. Having considered the authorities cited, it seems to me that the following factors would be included in considering whether to make such an order.
(1) The reasonableness of the proposed move abroad. In many cases the reason for moving will be for a parent to be with a new partner or because of the parent's or partner's career. In considering reasonableness, the court will give considerable weight to the wish to move of an applicant parent with a residence order iNRespect of the child. This is because as has been said in many cases, including Fourman, above, a child requires security and stability. That is best achieved if the life of the parent with the residence order is also secure and stable. The court will be reluctant to interfere with the right of a person to live where he or she wishes. There is, however, no presumption in favour of that parent or any other person; and the weight to be attached to that parent's wish is still subject to the best interests test.
(2) The motive of the parent wishing to take the child abroad. To some extent this factor overlaps the reasonableness factor, as a poor or wronGMotive would also be unreasonable and a move to be with a new partner or because of a career, for example, may be reasonable.
(3) The importance of the contact with the other or absent parent in the child's life.
(4) The importance of the child's relationship with siblings, grandparents or other members of the child's extended family who are left behind.
(5) The extent to which contact (if appropriate) is able to be maintained. It is almost inevitable that contact will be affected by a move abroad. It does not follow that because it would be affected to some extent that the move should be refused.
(6) The extent to which the child may gain from a relationship with family members as a result of the proposed move.
(7) The child's views, where he or she is of an age to express them. One must bear in mind that a child may not be able to balance all the factors which an adult would have to consider. Furthermore, one should not be surprised if a child would prefer the current arrangements to continue. One can assume that a child would not wish to lose friends or have contact that he or she enjoys reduced.
(8) The effect of the move on the child.
(9) The effect of refusal of the specific issue order on the applicant particularly where that parent already has a residence order.
(10) The effect of refusal on the welfare of the child.
(11) Whether it is better for the child to make the order than that no order should be made. It does not seem to me that, in opposed emigration cases, this no-order factor adds anything to all the other factors whicHMight be considered. It is difficult to envisage circumstances in which it would be appropriate for a child to be taken out of the jurisdiction but that no order should be made. If parties were agreed, there would be no application to the court. Different considerations may apply iNRelation to matters such as residence and contact. In White -v- White, 2001 SC 689, 699, para. [21], Lord President Rodger, as he then was, regarded this factor as the second limb of the welfare factor, and mentioned that it was designed to give effect to Parliament's view that matters should be regulated by parties wherever possible. I list it lest this statutory consideration be overlooked.
[6] I will consider these factors iNRelation to this case. First I will set out some background information.
Background
[7] The pursuer
and defender, both originally from
[8] The
defender, now 30 years old, met her current partner, PC, now 45 years of age,
in about 2001 and they started dating in November 2004. They have been together since, although they
do not live permanently together because PC lives and works in
[9] The defender
and her partner want to live together.
[10] The
defender started looking for a home abroad in the summer of 2006. She sold her flat in
[11] The
defender went to three property conferences in September 2006. She settled on one company and, in October
2006, went on her first ever visit to
[12] On the last
day of her trip the defender paid a 2,000 Euros holding fee, using a bank draft
she had taken with her, on a two-bedroomed first floor flat in a recently built
complex. The purchase loan was arranged
with a Spanish bank in January 2007. In
that month the defender phoned the pursuer to tell him that she was planning to
move with GM to
[13] Two days
before the defender was due to fly to
[14] The pursuer and his mother went to look at Algorfa for themselves in January/February 2008. They stayed in a flat similar to that of the defender in the same complex and the defender gave them keys to her flat so that they could look at it. The pursuer and his mother both described the complex as being virtually deserted. The swimming pool was closed. They were not able to see or speak to anyone at the school because it was closed for a holiday.
The submissions
[15] The
solicitor for the defender argued, on the basis of what was said in the case of
Payne, above, for great weight to be
placed on the importance of the way of life selected by the defender as the
primary carer and that the court should not interfere with the reasonable
decision of the parent with the residence order. While there were gaps in knowledge of the
defender about moving to
[16] For the
pursuer it was argued that the defender's reasons for moving to
[17] I now turn
to consider the relevant factors.
Reasonableness
[18] The
defender does not speak Spanish. Her
partner does not speak Spanish. GM does
not speak Spanish. None of them has
started to learn Spanish in anticipation of moving to
[19] The defender has not ascertained that the school in Algorfa will have the support mechanisms that GM has available to him here for his educational needs (to which I shall refer in detail later). It may be unlikely that the school does not have the means to help a dyslexic child, but it is not actually known by the defender.
[20] The
defender does not have a job or business in
[21] The
defender does not have any family in
[22] The
defender accepted that her decision to move to
[23] No school place has been arranged in advance. The defender said that the director of the school had indicated that there would be no problem. The defender had intended to leave after the end of the school term (in March) rather than at the end of an academic year.
[24] The
defender accepted that a car would be essential in Algorfa. She does not
drive. She will have to learn. She had been thinking of taking a crash
course before going to
[25] It seems to me that the proposed move by the defender has been ill-thought out or at least not properly thought through or well planned.
[26] I do not think that the defender's proposed move can be described as reasonable.
Motive
[27] There is no
suggestion that the defender wants to move to
[28] The basis for going without telling the pursuer appeared to be that it was up to him to ask. Having bought the property there, the defender wanted to get there are quickly as possible and get GM settled in. No consideration was given to when and how GM would next see his father.
[29] The
defender has a dream. She has
rationalised it on the ground that life will be better in
The importance of contact with the pursuer
[30] The defender confirmed that GM had a close and loving relationship with his father. GM has asked to see his father more often.
[31] The curator ad litem noted in her report (no 13 of process) that GM was relaxed and happy in his father's company and was affectionate to him and to his partner, seeking physical contact. The relationship between father and son was close and loving.
[32] The pursuer described the various activities he and GM engaged in during contact. While the pursuer has been involved in GM's education and GM does not take homework on contact weekends, GM clearly has plenty of fun with his father. His partner, Miss Rooney, does some educational work with GM on Saturday mornings during contact.
[33] I agree
with the curator's conclusion that the close relationship that GM has with the
pursuer would be adversely affected if GM moves to
Importance of child's relationship with
family members
[34] GM's
maternal and paternal grandparents live in the west of
[35] HM, the
pursuer's mother, said she would like to visit
[36] GM sees the
defender's father every week and she takes GM to
[37] GM sees the
pursuer's sister Am.M. She has a
daughter aged 5 and her partner has a son aged 9. She sees the pursuer about once a
fortnight. She said she would go to
[38] The
defender explained that her father and the pursuer's parents have always helped
look after GM. They have come through to
[39] I am in no
doubt that there is a strong bond between GM and his paternal and maternal
relatives. He sees them regularly, and
in particular he sees An.M and HM every other weekend. If GM moves to
[40] It seems to me that the amount and regularity of contact GM has with family members would indicate that it is an important part of his life. According to the pursuer, GM loves his parents very much and often asks to go to see them. GM also spoke positively to the curator ad litem about his family. The curator said he was clearly attached to his maternal grandfather and paternal grandparents.
[41] I think
that there is a very close bond between GM and family members on both sides of
his family which will be materially affected if he moves to
The extent to which contact between father
and child can be maintained
[42] The joint
minute provides for residential contact in
[43] The current
contact arrangements are for residential contact every other weekend, two or
three weeks in the summer, a week a Christmas (five days last Christmas) and a
week at Easter. That represents about 72
days a year. Clearly contact will be
reduced. The pursuer says he will go to
Extent to which the child may gain
from family relationships as a result of the move
[44] Neither the
pursuer, nor the defender, has family in
[45] In moving
to
[46] There does not appear to be any gain for GM in contact with his family as a result of the move.
The child's views
[47] GM has been
only once to
[48] GM has
always been against moving to
[49] The pursuer
said that, when he discovered that GM was moving to
[50] It was never suggested that GM was being influenced to be opposed to the move. It was suggested, however, that GM was trying to please his father and everyone else, and would be influenced by the way things were presented to him.
[51] The pursuer
accepted that GM would have seen how upset his father and family were when they
discovered that he was moving to
[52] A curator ad litem was appointed to GM. Instead of acting as such, the curator acted
as a court reporter, interviewed members of the parties' families, ascertained GM's
views (that he did not want to go) but recommended that the defender be allowed
to take him to
[53] There was some discussion in the evidence about GM's ability to express his views and make decisions. The educational psychologist, Isobel Murdoch, said that a 10 year old could be persuaded by arguments, that the way something was presented could colour a 10 year old's views and that she did not know if GM was more susceptible than the average 10 year old. It would be a very difficult task, in her view, for a 10 year old to weigh up all the factors. His head teacher, Elizabeth Gordon, thought that his decisions would be based on pleasing whoever is asking him to weigh things up. His class teacher, Rosemary McPhee, did not think it was as simple as that, but thought that weighing up the pros and cons would be tricky for him.
[54] It is perhaps obvious that a 10 year old would not be able to balance all the factors in making a decision. It is also clear that a child would not want to change the status quo. Nonetheless, GM did not and does not want to go and one of his reasons is factually correct, that he will not see his extended family as regularly as before. Since also all are agreed that GM has never changed his mind, I think that this must be his own opinion. Some weight must be given to it, recognising that it cannot be based on having weighed up all the relevant factors.
The effect of the move on the child
[55] GM will be
removed from his friends, his father and extended family. The only family he will have in
[56] Being a sociable friendly child, GM would have little difficulty making friends with children in a new school.
[57] In speaking
to the primary school head teacher (the director) in Algorfa through an
interpreter, the defender ascertained that GM would be put back a year because
he did not speak Spanish. Before he can
learn in Spanish it is clear that he will have to be able to speak it. By "Spanish" is meant Castilian. There is a language school where GM would go
for extra tuition in Spanish. In the
book lodged in process, Costa Blanca Lifeline (no
[58] GM is dyslexic, although not severely. This was the evidence of the educational psychologist, Isobel Murdoch. His continuing difficulties in spite of support indicated that this was the case. Although the defender knew about GM's educational problems and the pursuer was aware of them but not the extent, neither knew of this diagnosis. The defender knew that GM had had a dyslexia screening at school which indicated that he was not dyslexic. Mrs Murdoch explained that that computer test was a different test from the one done by educational psychologists. The latter tested cognitive ability, processing (visual and auditory) and skills, there being two tests in each category.
[59] GM's current difficulties are with handwriting, reading and number skills. His reading and mathematics have improved (level C where he should be); though he is in the bottom half of his class. For basic reading he is on the sixth percentile. Mrs Murdoch indicated that GM was underachieving in literacy and numeracy. He was 18 months behind. She did agree that the school assessment, which was rather better, could still be accurate as she had used tests that GM would not have been used to. GM's writing and spelling is level A, whereas orally he is up at level D. A child should have achieved level A by the end of primary 3. GM is in primary 6.
[60] At school GM has received support from the occupational therapist and from a physiotherapist. He is working through Toe by Toe at school and at home with his mother. He has two 10 minute sessions a week with a learning support teacher or classroom assistant (for the Toe by Toe work); and a learning assistant in class who is there for other children as well as GM. He has the use of a computer in class which helps him overcome the difficulties with writing and spelling. He is doing German at present at school and is finding it very difficult. He found doing Italian at school quite difficult.
[61] There was
much discussion about GM's ability to cope with school in
[62] The
defender and her partner indicated that if GM did not get on at the primary
school in Algorfa they would consider moving him to the international school in
San Miguel de Salinas. Fees were 530
Euros per month. GM would be taught in
English. Nobody that the defender had
spoken to had a child there and neither she nor PC had visited the school. If GM did not get on with his schooling in
[63] It is clear that GM has educational difficulties and needs. It may well be that similar supports that GM has at primary school will be available in Algorfa, but the defender does not know. I think it is clear that it is going to be more difficult for GM in a foreign language at least until he is fluent in it. If he does not have the supports he has available to him here he will not be able to cope.
The effect of refusal on the defender and
the child
[64] Since the
defender and her partner have no family or employment in
[65] The defender
says that the life and environment would be better for GM than where he is at
present. Although, whatever happens, the
defender is going to move from
Best interests
[66] I do not
see how it can be in GM's best interests to make an order to enable the
defender to take GM to live in
[67] I recognise
that if GM does not go to
Expenses
[68] I was asked to reserve the question of expenses, which I do. A hearing will be fixed to deal with that matter.