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IN THE SUPREME COURT OF JUDICATURE NO: CCRTI

1999/0439/2

COURT OF APPEAL (CIVIL DIVISION)

ON APPEAL FROM BIRKENHEAD COUNTY COURT

(HIS HONOUR JUDGE TRIGGER)


Royal Courts of Justice
Strand
London WC2 A 2LL

Wednesday, 1st September 1999
Before :

LORD JUSTICE BROOKE
LORD JUSTICE WALKER



THORN PLC

(Appellant)

- v -

KATHLEEN MACDONALD

and

PETER MACDONALD
(Respondents )



Computer Aided Transcript of the Stenograph Notes of
Smith Bernal Reporting Limited
180 Fleet Street, London EC4 A 2HG
Telephone No: 0171-421 4040 Fax No: 0171-404 1424
(Official Shorthand Writers to the Court)

MR NIGEL GILMOUR (instructed by Weightmans) appeared on behalf of the Appellant

MR NIGEL LAWRENCE (instructed by Michael Halsall) appeared on behalf of the Respondents


JUDGMENT

(as approved by the Court)


1.   LORD JUSTICE BROOKE: This is an appeal, by leave of the judge, by the defendants, Thorn Plc, from an order of Judge Trigger in the Birkenhead County Court on 30th March 1999, when he dismissed their appeal from an order of District Judge Travers on 16th March 1999, who had declined to set aside an interlocutory judgment in default of defence which had been entered by the claimants on 29th January 1999.
2.   The action is a claim for damages for personal injury. It arises from a road traffic accident in Liverpool on 25th September 1998, in which the defendants' van was said by the claimants to have collided with the rear of Mr McDonald's motorcar, which was being driven by his wife. His wife suffered injuries as a result of the collision.
3.   The summons, to which the particulars of claim were attached, was issued on 7th January 1999. In the absence of any defence, the claimants' solicitors entered interlocutory judgment for damages to be assessed on 29th January.
4.   On 10th February the defendants' solicitor listed their present application, seeking to have the judgment set aside.
5.   The history of events since the accident ran along the following lines. On 6th October 1998 the claimants' solicitors wrote a letter before action to the defendants. They invited them to pass the letter to their insurers and to authorise them to deal directly with those insurers. They sent them a form to complete, which would assist that process.
6.   On the same day, the claimants' solicitors also wrote direct to the defendants' insurers, Guardian Insurance Company ("The Guardian"), whose details they had, and invited them to state within seven days whether liability was in dispute.
7.   The claimants' solicitors wrote follow-up letters to the Guardian on 21st October and 26th November. The Guardian wrote holding acknowledgments on 16th and 23rd October. On 21st December the claimants' solicitors sent the Guardian a copy of the particulars of claim, which they intended to issue. On 29th December the Guardian acknowledged receipt of the letter dated 26th November, and said they were still awaiting a completed claim form from the defendants.
8.   The original summons which had been sent to the court for issue contained an error of some kind. It was ultimately issued and served by post on the defendants at their registered office on 9th January 1999. Nothing was heard from the defendants, from the Guardian, or from anyone else on the defendants' behalf until after the default judgment was entered on 29th January 1999.
9.   On the same day, the Guardian sent a letter of instruction to the defendants' solicitors, who received this letter on 1st February 1999. On the same day those solicitors sent the claimants' solicitors a form of defence which put liability and quantum in issue. The defendants' solicitors were unaware that an interlocutory judgment had been entered three days earlier.
10.   The affidavit evidence which the defendants put before the judge did not explain why the defendants had acted or not acted in the way they did, in failing to send a completed claim form to their insurers, or in failing to take prompt steps following service of the summons to ensure that a defence was delivered to the court within the time permitted in the summons.
11.   When the judge summarised the facts, a point is taken that he incorrectly said, at page 2 of his judgment, that no response was received by the end of the year to the letter of 6th October 1998, whereas the evidence shows that holding responses were sent in the manner I have described by the defendants' insurers.
12.   The judge then reminded himself that under County Court Rule Order 37, Rule 4, a wide discretion was given to the court to set aside even a regular interlocutory judgment. He directed himself that if the judgment is regular, the court should consider whether the defendant had a defence on the merits, the defendant's explanation of his default and the prejudice involved to the plaintiff if the judgment were set aside.
13.   On the first of these issues, he considered that the defendants did appear to have a triable defence, because the driver was saying that his vehicle was stationary, and that a very minor impact must have occurred because the claimants' vehicle rolled backwards into it. This appears from the affidavit evidence served on behalf of the defendants. An error was made in this connection in the defence which the solicitors delivered on 1st February.
14.   On the third of these issues, the judge considered that the prejudice to the claimants, if the order was set aside, was comparatively minimal, and it did not outweigh the fact that the defendants, who appeared to have a triable defence, should be entitled to have that defence fully argued.
15.   What weighed with the judge in the exercise of his discretion was the absence of any reason for the delay that occurred between the time when the letter before action was sent and the time when interlocutory judgment was entered. He accepted that the delay between the time the judgment was entered and the time when the application was made to set it aside was very short, but he considered that he was entitled to take into account the much longer earlier period of delay, and particularly that which was allowed to elapse, before the summons was issued.
16.   Mr Gilmour QC's principal contention before us is that any delay between the date of the letter before action and the commencement of proceedings is wholly irrelevant in this context. On the rules, as they stood at the time of the hearing before the judge, Mr Gilmour submits that he should have adopted the following principles.
17.   The primary consideration should have been whether the defence had merits, in the sense that there was a real prospect of success. For that proposition he cites Alpine Bulk Transport Co Inc v Saudi Eagle Shipping Co Inc [1986] 2 Lloyds Law Reports 221 at page 223. Mr Gilmour notes that the judge correctly held that the defence did have merit.
18.   The judge should then have asked himself whether setting aside the judgment prejudiced the claimants. Mr Gilmour noted that the judge correctly held that any prejudice would be minimal. The third step Mr Gilmour feels the judge ought to have followed was to consider that the overriding principle was that justice should be done.
19.   For that principle, which was not expressly set out in Judge Trigger's judgment, Mr Gilmour relies on the well-known guideline judgment of this court in Mortgage Corporation v Sandoes Court of Appeal transcript 26th November 1996. For some reason, although summarised in The Times on 27th December 1996, that important decision has not found its way into either of the regular series of reports. Lord Justice Millett said in that case that the Master of the Rolls and the Vice Chancellor as Head of Civil Justice, had approved certain guidance as to the future approach which litigants could expect the court to adopt to the failure to adhere to time limits contained in the rules or directions of the court. The second of those guideline principles was that the overriding principle was that justice must be done.
20.   Fourthly, Mr Gilmour submitted that the time requirements laid down by the rules should be observed, so that the length of delay and the reasons for not delivering the defence to the court within prescribed period were relevant considerations for the court to take into account. He submitted, however, that any delay in responding to pre-action correspondence was irrelevant.
21.   Finally, he submitted that the judge should have reminded himself that a failure to provide any good explanation for the delay is not always in itself sufficient to justify a court in refusing to exercise its discretion in a defendant's favour. For that proposition he relied on the judgment of Lord Justice Hirst in Finnegan v Parkside Health Authority [1998] 1 WLR 411 at pages 420 to 421.
22.   Mr Gilmour, therefore, submitted that the judge approached the defendant's application in a way that was wrong in principle. In those circumstances, he said that this court is entitled to set the judge's exercise of his discretion aside and that it should exercise its own discretion in determining this application.
23.   Mr Lawrence, for his part, relied very heavily on the defendants' failure to give any explanation for the delay which had infected their conduct of their defence ever since the letter before action was delivered. He said that the District Judge had expressly given the defendants' solicitors an opportunity to explain this delay. That opportunity was not taken up. He also submitted that, notwithstanding the decisions of this court in Mortgage Corporation v Sandoes and Finnegan v Parkside Health Authority, the judge had a wide discretion to do justice under order 37, rule 4.
24.   If he considered that justice demanded, in a case in which the defendants had been so dilatory before the action was brought, that they should not be given the opportunity to have a default judgment set aside, it was open to the judge so to decide. Mr Lawrence relied heavily in this context on the decision of this court in Savill v Southend Health Authority [1995] 1 WLR 1254, and the cases which preceded it, in support of his contention that if a defendant gave no reason why there had been delay, there was no material on which a judge could exercise his discretion to excuse the consequences of that delay.
25.   Accordingly, he said that the judge's decision in the exercise of his discretion could not be successfully impugned. He reminded us of the well-known decision of the House of Lords in G v G [1985] 1 WLR 647, which makes clear the broad ambit of the discretion which is given to a judge when exercising a discretionary jurisdiction.
26.   In my judgment, Mr Gilmour's submissions are soundly founded. It is well known that the decision of this court in Savill caused a good deal of difficulty at the time and that those difficulties were resolved by the guideline judgment in Mortgage Corporation v Sandoes, followed by the particular judgment of Lord Justice Hirst in Finnegan v Parkside Health Authority, to which I have referred.
27.   I cannot help thinking that if the judge had had the full text of the judgment in Finnegan before him, let alone the text of the judgment in the Mortgage Corporation case, which did not appear fully in the summary of the judgment in Finnegan with which he was supplied, he would have exercised his discretion on a different basis.
28.   In Finnegan Lord Justice Hirst, after identifying the problem with which this court had been concerned in recent years, faced with two apparently conflicting lines of authority, said at page 420H:
29.  
     "If there was any doubt as to the strength and breadth of guidance given by Costelloe's case in the general application of RSC Ord 3, r 5, that in my judgment was finally laid to rest by Mortgage Corporation v Sandoes the Times 27th December 1996, which follows precisely the same line of principle and again expressly rejects the notion that the absence of a good reason is always and in itself sufficient to justify the court in refusing to exercise its discretion; that case moreover lays down clear guidelines requiring to court to look at all the circumstances, and to recognise the overriding principle that justice must be done."
30.   The default with which the judge was concerned was a failure by the defendants to deliver a defence within the 14 days permitted by the County Court rules. It was not any other default; it was not any pre-action default in not responding to pre-action correspondence. It was a default in failing to deliver a defence within 14 days, and instead to purport to deliver its defence within 23 days. That was the default which the judge had to consider. He had then to consider the effect of the nine days' delay, given that the defendants had set up what appeared to be a triable defence and that the claimants could only be said to be minimally prejudiced by this short delay. If reasons were given for the delay, he had to take into account those reasons. If no reasons for the delay were given, he was entitled to take this into account in the exercise of his discretion.
31.   What he was not entitled to do, in my judgment, was to add to this nine-day delay the pre-action delay. Nor was he entitled to consolidate all that delay and direct himself, as he did at page 9 of the transcript:
32.  
     "If the defendants have not shown reasons, or substantial reasons, for that delay I am entitled to bear that as a factor, and as an important factor, in deciding whether or not to grant them what is, after all, the indulgence they seek."
33.   It appears to me that the judge was not only over-influenced by the decision of this court in Savill: he was also taking into account a consideration which he should not have taken into account, which was the delay which took place before the summons in this action was issued.
34.   For those reasons, I am satisfied that the judge misdirected himself and that this court is entitled to consider the matter afresh. Considering the matter afresh, bearing in mind that the defendants have shown on the face of it a triable defence, that the claimants would suffered minimal prejudice, and that the delay was only a delay of nine days, and also taking into account the fact that the defendants have given no reason for that nine-day delay, I am completely satisfied that justice demands that this default judgment is set aside and the appeal allowed.
35.   There is one further matter on which Mr Gilmour has invited the court to make observations. We are now in a world which is ruled by the new Civil Procedure Rules and not by the County Court Rules or the Rules of the Supreme Court, or by guideline decisions by this court or indeed by the House of Lords as to how the court's discretion should be exercised under the old rules.
36.   Mr Gilmour has told me that his clients would like to have the court's assistance because the present claimants' solicitors conduct a very large volume of personal injury litigation out of the Birkenhead County Court. Delays may occur in the handling of summonses which are sent to lay defendants in personal injury cases, and, however well insurance companies who are insuring those defendants may set up their administrative processes, delays may occur between the time that the lay defendants are served with process and the time when the matter comes to the attention of the appropriate officer in the insurance company.
37.   In the present case the summons was sent to the lay defendants. It arrived one day in their legal department; it arrived the following day in their transport department. We do not know what happened to it after that. Mr Gilmore has told us that delays while the 14 days are running, before the case papers come to insurers, are events which do occur from time to time however much the insurers try to prevent them. He is anxious, given that interlocutory judgments tend to be entered by these solicitors at the earliest opportunity afforded to them by the rules, which is on the expiry of 14 days after service of the particulars of claim, or, if an acknowledgment of service is filed, on the expiry of 28 days after service, that judges, under the new regime, will be concerned to know whether the failure to give any reasons for a delay is going to be a knockout blow to any application to set aside the judgment.
38.   The relevant rules are, first, CPR rule 15.4(1):
   "(1) The general rule is that the period for filing a defence is-
  
     (a) 14 days after service of the particulars of claim; or
       (b) if a defendant files an acknowledgment of service under part 10, 28 days after the service of particulars of claim."
39.   Next, rule 10(3):
   "A defendant may file an acknowledgment of service if -
  
     (a) he is unable to file a defence within the period specified in rule 15.4 ..."
40.   Rule 10.2 provides if that:
  
     "(a) a defendant fails to file an acknowledgment of service within the period specified in rule 10.3, and
     (b) does not within that period file a defence in accordance with Part 15 or serve or file an admission in accordance with Part 14, the claimant may obtain default judgment if Part 12 allows it."
41.   Rule 13.3 provides:
   "(1) In any other case the court may set aside or vary a judgment entered under Part 12 if --
     (a) the defendant has a real prospect of successfully defending the claim; or
     (b) it appears to the court that there is some other good reason why ... the judgment should be set aside or varied. ...
   (2) In considering whether to set aside or vary a judgment entered under Part 12, the matters to which the court must have regard include whether the person seeking to set aside the judgment made an application to do so promptly."
42.   It is well known that part 1 of the Civil Procedure Rules identifies an overriding objective, to which the court must seek to give effect when it exercises any power given to it by the rules or interprets any rule: see rule 1.2.
43.   The overriding objective is to be found in rule 1.1(1), which provides:
   "These Rules are a new procedural code, with the overriding objective of enabling the court to deal with a case justly."
44.   Five important principles are set out in rule 1.1(2) by way of explaining what "dealing with a case justly" means. These include:
     "d) ensuring it is dealt with expeditiously and fairly."
45.   These are the principles that the court must take into account when deciding whether to exercise its discretion under rule 13.3.
46.   This court, in my judgment, would be doing nobody any service in seeking to reintroduce into the interpretation of these rules judgments of courts which were given under the old regime, in so far as the new regime has taken over from the old regime. I can see nothing in rule 13.3 or in the overriding objective in part 1 to suggest that, if a defendant does not give a reason for the delay, that is somehow or other a knockout blow, on which a claimant is entitled to rely in support of an irresistible submission that there is no material on which the court can exercise its discretion in the defendants' favour.
47.   The fact that the defendants have given no reason for a delay is, of course, one of those matters which the court may wish to take into account if there is a long, unexplained delay, and if the claimants would be prejudiced if a judgment were set aside. This court should, however, in my judgment refrain from being prescriptive about the way Circuit Judges and District Judges in the exercise of their discretion should apply rule 13.3. We are operating a new procedural code (rule 1.1) and we must not be tempted to return to earlier judgments decided under the previous rules and have them cited all over again, with attempts to distinguish one conflicting decision from another. As I have said, the new rules form a new procedural code. Judges in the lower courts are given ample scope to decide justly, having their eyes on the overriding objective, how to exercise their discretion in different situations. From time to time it may be that this court will have to give further guidelines, but this is not, in my judgment, such an occasion.
48.   These closing comments of mine must, as Mr Gilmour accepted, be treated as obiter dicta. It appeared to me, however, that a serious practical problem existed on which it was desirable for this court to give an indication to the lower courts about the appropriate route by which they should set out to solve it. For that reason I have included this final passage in my judgment.
49.   For the reasons I have given, I would allow this appeal and we will now hear counsel in due course as to the consequential directions we should make.
50.   LORD JUSTICE WALKER: I agree that this appeal should be allowed for the reasons stated by my Lord.