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26th April 2022
Scotland's news service for lawyers
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Perth sheriff dismisses man’s £226,000 claim in relation to late father’s estate

By Mitchell Skilling

Perth sheriff dismisses man’s £226,000 claim in relation to late father’s estate

A Perth sheriff has dismissed an action by a man seeking legal rights in relation to his late father’s estate after he was not nominated as a beneficiary under his testamentary writings.

Ian Harley raised the action against the executrix nominate of the late James Harley’s estate, his widow Beryl Harley. It was averred that he was due the sum of £226,460 based on a valuation of shares in the family business.

The case was heard by Sheriff Gillian Wade QC. RAS MacLeod, advocate, appeared for the pursuer and C O’Neill QC for the defender.

Minority shareholder

The primary moveable asset in Mr Harley’s estate was shares in a company, Alexander Harley Seeds Ltd, which represented 15% of the total number of shares issued. A legal rights calculation relied upon by the pursuer was prepared by a former executor of the estate, solicitor Campbell Watson, who did not make any provision for any minority shareholder discount on the share value. This valuation was used in the inventory for confirmation lodged with Companies House.

It was the position of the defender that, as Mr Harley was a minority shareholder with no control over the company, a minority discount of 75% should be applied to the shareholding. A calculation prepared for the defender valued the pursuer’s claim at just over £61,000. The defender averred that she was willing to settle the claim for this amount. 

Counsel for the pursuer submitted that the valuation in the inventory was the one which had to be used for the purpose of calculating the legal rights claim. Alternatively, the 75% discount proposed by the defender was excessive and decree should not be granted for the lower amount as there was no legal defence to the claim for legal rights per se.

For the defender it was submitted that no legal authority supported a proposition that where a valuation was wrong then the executors are nonetheless bound by it unless there has been an Eik to confirmation. While the pursuer was entitled to his legal rights, the correct value in this case was not determined by the one included in the original inventory. As the reduced sum had been offered as a settlement and remained available, the present action was unnecessary, and dismissal of the action was an available alternative.

Action not necessary

In her decision, Sheriff Wade observed: “It seemed to me that the pursuer’s approach conflated the two very different purposes of the inventory and the confirmation itself. The confirmation is vehicle by which the estate becomes vested in the executors for the purposes of administration of the estate and the inventory places a value on that estate for the purposes of assessing any inheritance tax liability accruing.”

She continued: “The dispute between the parties is really how the shares in AHSL should be valued for the purposes of quantifying the legal rights entitlement of the pursuer. To this end the defender has suggested one method which involves a discount to reflect the fact that the asset is no more than a minority shareholding. The pursuer simply avers that the discount suggested is excessive and does not offer any other mechanism or means by which the court could determine whether the defender’s valuation was appropriate or not.”

Noting that the pursuer’s pleadings did not offer any basis for why the defender’s proposed discount was excessive, the sheriff said: “It is clear to me that this action, as currently pled will not be the appropriate mechanism by which to resolve the central issue between the parties which is the true valuation of the shares as at the date of the testator’s death. If the pursuer’s central proposition is incorrect and in any event not supported by a plea in law then an alternative means of arriving at a valuation must be considered.”

She concluded: “I have considered whether it would be appropriate to grant decree for the lower sum of £61,04.93. However I am not persuaded that this action was necessary to secure that result and the litigation arose entirely as a result of the pursuer’s refusal to accept a valuation short of the sum sued for. In that event there seems to me to be an illogicality in granting a court order compelling the executor to do something which she was intending to do in any event.”

The pursuer’s action was therefore dismissed.

Pensioners accused of attacking sheriff to stand trial

Pensioners accused of attacking sheriff to stand trial

Two pensioners are to stand trial over allegations they were involved in the assault and abduction of Sheriff Robert McDonald on June 29 2021 in a Banff car park.

At the High Court in Glasgow, William Curtis, 69, pleaded not guilty while Philip Mitchell, 60, declined to enter a plea.

It was claimed the pair assaulted and abducted the sheriff by pulling him to the ground then sitting on him and detaining him.

Mr Curtis is also accused of sending “alarming” threats to First Minister Nicola Sturgeon and threatening a former SNP MSP.

Lord Doherty set a trial for January 9 next year in Inverness.

Bruce Goodbrand: Reform overdue on low value PI expenses

Bruce Goodbrand: Reform overdue on low value PI expenses

Bruce Goodbrand

It was Robert Burns who wrote: “Facts are chiels that winna ding, and downa be disputed.” He was of course writing about royalty in his 1786 poem, A Dream. Burns was most certainly not thinking of future Scottish legal expenses when he penned these words!

Yet as with much of the Bard’s work, there is universal wisdom to be found. No matter how inconvenient it may be, facts do not change, nor can they be disputed.

In an age when the cost of living is soaring, from the price of food to the cost of fuel, we in Scotland have an anomaly in our legal system which, I would suggest, cannot be justified, and adds to the cost burden for almost all of us. That anomaly is the extent of legal expenses in (relatively) low value claims for personal injury compensation. Typically this relates to whiplash style injuries in road traffic accidents, but the issue also extends to other forms of personal injury claim.

The insurance body, the Forum of Scottish Claims Managers (FSCM) has recently carried out an extensive data analysis project, based upon statistical information supplied by member firms of the Forum of Insurance Lawyers (FOIL) Scotland, from literally thousands of personal injury cases brought in recent years. The findings reveal some disturbing statistics.

In the period from 2019 to 2021, for litigated cases where compensation of under £5,000 was paid, the average total cost in claimant’s legal expenses was £1.63 per £1 of compensation paid. For cases where compensation of under £10,000 was paid, the cost in claimant’s legal expenses drops marginally to £1.61 per £1 of compensation. Put bluntly, the legal fees and outlays typically added up to much more than the claimant received in these cases. Not until one reaches much higher levels of claim does the average legal bill become less than the sums being argued about.

Viewed in terms of isolated cases, this may not seem a big issue. But grossed up and considered cumulatively it represents a substantial addition to annual insurance bills for all of us.

None of this is to belittle the importance of fair compensation for people injured in accidents that were not their fault. However, if that involves paying more in cost than in compensation then something, somewhere has gone wrong. These cases involve modest injuries which are not life threatening or life changing. They usually involve a full recovery in a short timescale.

The system in England addressed and largely eliminated this problem years ago. South of the border, an official portal system for road traffic accident personal injury claims worth less than £5,000 (£10,000 collectively) was introduced by legislation in 2013, with statutory fixed costs meaning there is broad proportionality between compensation and legal expenses. There are proper exceptions for complex matters and safeguards for vulnerable claimants, but those cases are not the majority.

Scotland, as yet, has no such system. This short article forbids a detailed analysis of the basis on which Scottish costs are calculated in litigated and non litigated claims. Yet whatever way it is looked at, the legal costs in less serious personal injury cases are higher in Scotland than in England.

To date, there has been no appetite in Scotland to deal with this issue. FSCM, FOIL and the Association of British Insurers are currently seeking change, since if we follow the old adage that there is “no such thing as a free lunch” these legal bills must ultimately be met by all of us through our insurance premiums. So when your next car insurance renewal arrives in your inbox, or lands on your doormat ask if you are happy paying so handsomely for lawyers in these types of cases. If the answer is yes, there is no problem. But if the answer is no, then reform is overdue.

Bruce Goodbrand is a partner at Clyde & Co and chair of the Forum of Insurance Lawyers (FOIL) Scotland. This article first appeared in The Scotsman.

Worst ever figures for criminal justice cases completed within six months

Worst ever figures for criminal justice cases completed within six months

Liam McArthur

The proportion of summary criminal cases going from caution to verdict within 26 weeks reached a new low in the first three months of this year.

The latest criminal justice monitoring data from the Scottish government show that, in January, the figure was 44 per cent; in February it was 40 per cent and in March it stood at 39 per cent, making the year so far the worst on record.

Yesterday, members of the Scottish Solicitors Bar Association (SSBA) announced they will no longer accept new instructions in summary cases where a contravention of section one of the Domestic Abuse (Scotland) Act 2018 is alleged.

Section one of the Act, which introduced a new offence to tackle coercive control, covers abusive behaviour towards a partner or ex-partner.

The action will take effect from 3 May.

Scottish Liberal Democrat justice spokesperson Liam McArthur MSP said: “These figures will mean more sleepless nights for victims of crime.

“The pandemic has had an enormously disruptive impact on our justice system. But this is much worse than it needed to be because a backlog was building for years before the pandemic struck.

“Long delays mean that memories fade and victims lose faith, making it harder to ensure that justice is done.

“Both the police and the courts system are being undermined by a Scottish government which refuses to get serious about the problem.”

New and familiar faces returned to Law Society Council

New and familiar faces returned to Law Society Council

Five new members will join the Law Society Council following the nomination process, which closed on Thursday 21 April 2022.

Amna Ashraf, Beatrice Nicholas and Jean-Paul Kasasula will join returning Council members Austin Lafferty and David Mair for Glasgow and Strathkelvin.

Two new members, Jaclyn Robertson and Ross Taylor, will represent solicitors in Cupar, Dunfermline & Kirkcaldy

Euan Mitchell is returning to represent solicitors in the Perth constituency and Peter Walsh will continue as Council member for Greenock, Kilmarnock & Paisley.

Representing the in-house legal sector, Sheekha Saha and Vlad Valiente have been reappointed as joint conveners of the Law Society’s In-house Lawyers Committee.

Diane McGiffen, chief executive of the Law Society, said: “I am delighted to congratulate all of our new and returning Council members. As we move on from the challenges of the pandemic and continue the development of our next five-year strategy for the Society, it’s great that we can continue to attract talented, committed individuals to the Council. I very much look forward to working with our Council to support our members to thrive and excel as we work in the public interest to ensure Scotland has the highest quality support and protection in place for all those who need legal services.

“I’m very pleased to see that Vlad and Sheekha are also returning to continue their work as co-conveners of the Society’s In-house Lawyers Committee, which does great work on behalf of our in-house members.

“I would also like to thank Gwen Haggerty, Emma Crilley, Anne Macdonald, Ross Yuill and Louisa Doole who have all stepped down, for their hard work and commitment during their time on Council. They have each made important, thoughtful contributions and shown real commitment to their professional body and to the solicitors they have represented.”

The five new constituency Council members will be invited to take part at the Society’s Council meeting on 24 June following their appointment, which takes effect from 1 June 2022 for a three-year term.

Paola Sproul: Thompsons Solicitors to make case at UKSC for better consumer protection laws

Paola Sproul: Thompsons Solicitors to make case at UKSC for better consumer protection laws

Paola Sproul

Thompsons Solicitors will be at the Supreme Court on Thursday to make a case for stronger consumer protection laws.

Decisions by English courts over the years, including the Court of Appeal, have created a loophole that allows companies to create and sell dangerous products with impunity.

The case of Hastings v Finsbury & Stryker relates specifically to a metal on metal hip replacement. It is claimed Mr Hastings suffered injury due to the release of metal debris. But the point being tested if far more widely applicable. Mr Hasting’s claim is that the product (hip) was defective and the defenders were therefore in breach of the Consumer Protection Act 1987.

Thompsons have been pursuing this case, along with various other related cases, for a number of years. There have been two unsuccessful Court of Session decisions and this Supreme Court hearing is the last throw of the dice.

There is a huge imbalance of power here. Mr Hastings is an individual person. The defenders are wealthy international orthopaedic companies. This has been a very expensive litigation and without a strong legal team an individual pursuer is unlikely to be able to fund their case.

Mr Hastings has been unable to prove his case so far because the defender withdrew the product from market before sufficient evidence could be gathered to prove the extent of the fault. The system is clearly unfair. The deck is loaded against consumers. After years of campaigning for better consumer protection when it comes to the safety of medical devices, we have now made every effort possible to redress the imbalance and make a difference for the benefit of all consumers.

The first judge to hear the case was Lord Tyre. He held that the pursuer had prima facie powerful evidence that the product was not performing in accordance with what he ought to have been able to expect but found in the defender’s favour because Mr Hastings could not provide sufficient evidence to support that – because the defender had withdrawn the product from market.

This is a legal loophole, created by previous product liability cases (mainly in England) which Thompsons are pushing to set right. The law as it stands does not provide consumer with the safety that they should be entitled to. The imbalance and unfairness is apparent.

The appeal hearing will represent the culmination of a long journey since the initial three-week proof in this case in back in May 2019. The appeal in this case will have a significant impact not only in determining the safety of a product under consumer protection legislation, but also the evidential standard for proving this. This will be a significant decision which will affect consumers in all corners of the UK.

WBD advises on funding and acquisition of Edinburgh Build to Rent project

WBD advises on funding and acquisition of Edinburgh Build to Rent project

Tom Willows

Womble Bond Dickinson (WBD) has advised Build to Rent (BTR) developer PLATFORM_ on development and funding arrangements for its 464-home residential project in Edinburgh for SEK 1.5 billion (£124.4 million) by European real estate firm Heimstaden Bostad AB.

Situated in the Bonnington regeneration area of the city – which will be connected to Edinburgh city centre by tram from 2023 – the site will comprise predominantly two- and three-bedroom homes and have a total of 325,000 sq. ft of lettable space, as well as a range of amenities including a reception and concierge desk, a gym, a co-working area and rooftop terraces with views over the Water of Leith and the neighbouring Pilrig Park.

PLATFORM_ was represented by WBD and Addleshaw Goddard, while Burness Paull acted as solicitors for Heimstaden Bostad. The contractor is Graham (John Graham Construction). WBD advised PLATFORM_ on all aspects of the real estate transaction via corporate sale, including a combination of share purchase agreement; development agreement; and asset management agreement.

Tom Willows (partner, real estate), Paul Mason (partner, real estate – Scotland), Tom Fitzpatrick (partner, corporate) and Iain Pritty (legal director, corporate – England & Scotland dual qualified) led the WBD team.

Mr Mason said: “Supporting PLATFORM_ with this development funding agreement has enabled us to draw on our skills across multiple jurisdictions and disciplines to support a key project in this important regeneration area of Edinburgh.”

Mr Willows added: “Being able to complete this deal in short time frame – from agreeing terms to closing the deal in just over nine weeks – is an example of how WBD’s specialist build to rent and corporate real estate expertise combined with our multi-national reach can support large scale projects such as this.”

David J Black: Is Biden subverting the constitution?

David J Black: Is Biden subverting the constitution?

David J Black

David J Black reminds the powers that be of the separation of powers.

It goes without saying that all those who are in the business of dealing with the intricacies of legal process enjoy harvesting the ripened fruits of historic precedent. These can go back a long way, but not often as far as the 5th century BC, when Sun Tzu, author of The Art of War, recommended building a “golden bridge” to grant one’s adversary a face-saving exit strategy.

There is a much more recent one, carefully crafted by Baron Montesquieu in his Spirit of the Laws (1748): the doctrine of the separation of powers. This seeks to ensure that the principal institutions of a state, namely executive, legislature, and judiciary, should be formally divided to safeguard the liberty of the citizen and discourage any wanabee tyrant.

Has anyone told President Biden about such things? It seems not. This is a pity, since Article III of the US Constitution, a cornerstone of America’s “more perfect union” as envisaged by the original framers, guarantees the independence of the judiciary and normally prohibits any interference by the executive – in this case Joe Biden – in the conduct and functioning of any business rightly belonging to the courts. In extenuating circumstances, such as a war, a president my exercise a prerogative, as Lincoln did during the Civil War, and George Bush (at times controversially) during the War on Terror, but America is not currently at war with any other nation, so the usual checks and balances should apply.

Admittedly, the principal of the separation of powers is not absolute. Consider the curious custom whereby a president demitting office may grant executive clemency to anyone subject to indictment, much as the amiable Gerald Ford did for Richard Nixon, or George W Bush for former vice-presidential chief of staff, Lewis ‘Scooter’ Libby, after he had been imprisoned for perjury. It isn’t always the elites who benefit. Donald Trump reportedly granted 237 pardons on leaving office, the majority of them to common or garden felons, though he didn’t forget old pals like Roger Stone, Paul Manafort, and Charles Kushner.

In President Biden’s case, however, the exercise of executive prerogative has arguably been exceeded thanks to his off-the-cuff statements which would seem to advocate regime change in the Kremlin, among other things. Whatever Vladimir Putin’s character defects, heaping bile and opprobrium on him will never bring him to the negotiating table. By damning him as a “genocidal butcher” (even if he is) President Biden has, at a stroke, wrecked all prospect of a face-to-face meeting with Volodymyr Zelensky. The war in Ukraine will continue. Thousands will die.

Most of us, I don’t doubt, will agree with the sentiments he has been expressing with such gusto, but prima facie evidence of unlawful Russian aggression notwithstanding, these stump speech denunciations by the leader of the free world merely undermine any prospect of a negotiated settlement and feed the paranoid narratives of the Putin regime. When others, such as Gordon Brown and Boris Johnson, endorse him without qualification, they merely play to Putin’s strengths as an imagined strong man. Destroying Sun Tzu’s golden bridge is not helpful.

In the interests of the proper administration of justice such matters lie with an independent judiciary. Arguably, the US President’s barnstormings are a de facto abuse of the executive prerogative. Such recriminations, justified or not, should be dealt with by international legal experts like Matilda Bogner, head of the UN Human Rights Monitoring Mission in Ukraine, or Philippe Sands, director of the Centre on International Courts and Tribunals at University College London. These are the people who can present evidence to an appropriate court which can then reach a determination unprejudiced by inflammatory political comments. The legal certainties are thus upheld, and justice thereby served.

In the exercise of diplomacy restraint, civility, and politeness should never be mistaken for appeasement. On the contrary, as far as conflict resolution is concerned these can be much more effective than the thoughtless hurling of insults or the impromptu barracking of a foe – even a villainous foe.

It was, after all, a US president, Theodore Roosevelt, who offered particularly sound advice on this very matter. Speak softly, but carry a big stick.

Aberdeen Law Project’s Lucy Matheson wins tenancy case

Aberdeen Law Project’s Lucy Matheson wins tenancy case

Lucy Matheson

The Aberdeen Law Project’s representation team has secured a three-figure sum for a client in a tenancy deposit dispute.

Law student Lucy Matheson represented the client at several case management discussions before appearing on their behalf at the First-Tier Tribunal (Housing and Property Chamber).

The tribunal found that the landlord had failed to protect the client’s deposit in an approved deposit protection scheme and awarded the client 1.25 times the value of the deposit.

The client said: “The support I received from the Aberdeen Law Project was invaluable. It just seemed like such a herculean task to sue my former landlord… by myself. Yet, with their generous help, we succeeded in finally winning the long-drawn-out case. The returned deposit has coincidentally really made a difference over the winter period. I wholeheartedly recommend them if you find yourself in a similar situation.”

Lucy said: “This was an interesting case and I was delighted to help the client navigate tribunal proceedings to achieve a positive result. I feel motivated and determined to continue combatting injustice in my local area by assisting in future cases and passing on the knowledge I have attained to fellow members.”

US: Man dies after self-immolation climate protest at Supreme Court building

US: Man dies after self-immolation climate protest at Supreme Court building

A man has died after self-immolating in front of the Supreme Court of the United States (SCOTUS) building in what is believed to have been a protest against climate change.

Wynn Bruce, a 50-year-old photojournalist and a Shambhala Buddhist, died in hospital on Saturday, a day after he set himself on fire in the plaza of the court building.

In Facebook posts, Mr Bruce shared his concerns about global warming as well as a quote from Vietnamese peace activist Thích Nhất Hạnh about self-immolation. He also posted the date “4/22/2022” next to a fire emoji.

Dr K. Kritee, a Buddhist from Mr Bruce’s native Boulder, Colorado, tweeted: “This guy was my friend. He meditated with our sangha. This act is not suicide. This is a deeply fearless act of compassion to bring attention to climate crisis. We are piecing together info but he had been planning it for at least one year.”

A report in The New York Times suggests a link between Mr Bruce’s decision to self-immolate at the SCOTUS building to an ongoing case concerning the authority of the Environmental Protection Agency (EPA), which could be reined in by the court’s conservative majority.

Quote of the day

I hope that even my worst critics remain on Twitter, because that is what free speech means.

Elon Musk


When people talk of the freedom of writing, speaking, or thinking, I cannot choose but laugh. No such thing ever existed. No such thing now exists; but I hope it will exist. But it must be hundreds of years after you and I shall write and speak no more.

John Adams, in a letter to Thomas Jefferson, 15 July, 1817


He who stifles free discussion, secretly doubts whether what he professes to believe is really true.

Wendell Phillips, oration delivered in Boston, 6 August 1870

And finally… fore million

And finally... fore million

A couple whose “golf-course-view” home was repeatedly struck by golf balls has won nearly £4 million after a court ruled the neighbouring country club should have done more to protect them.

As many as 651 golf balls struck the property of Erik and Athina Tenczar, who live next to the 15th hole of the golf course at Indiana Pond Country Club near Boston, Massachusetts.

Attorney Robert Galvin told NBC News: “They thought they were buying golf-course-view property and what they ended up buying was a golf-course-in-play property.”

The Tenczars originally sued both the country club and housebuilder Spectrum Building, but settled with the builders before the matter went to court.

The country club is appealing the $4.93 million judgment but has moved the tee box on the 15th hole, which they hope will lead to fewer golf balls striking their home.

Cyber Security & Law Firms – What to think about for your Legal Practice

When it comes to law firm cyber security, one of the most important parts of our job as a software provider, who shares responsibility for keeping law firms’ data secure, is to explain what we do, what threats are, how attacks work (or have worked), why our recommendations are important, etc.

Since most lawyers don’t know a whole lot about cyber security for their legal practice tech companies spend a fair amount of time trying to work out the best way to describe this world using relatable, personal examples and stories. Unfortunately, in many cases law firms are neglecting this very real threat and choose convenience over security and compliance. That’s because using analogies and stories simply doesn’t work. Law firms simply need to know about real consequences and solutions that help mitigate the threats of cyber-attacks on their legal practices.

Let’s face it, there are many lawyers out there for whom a deep, well-crafted explanation of what we’re doing to help is unnecessary and a waste of time. For them, us saying “because we said so” is enough.

For others, they have a very specific need which will require a very specific answer (Why do I need Multi-factor Authentication? Why do I have to change my password all the time). These folk don’t need stories either — just an explanation of the consequences to their business if they ignore advice. Last month, they got a real life example…

Read more here – Denovo Legal Software

Lodges, Pods, Terraces & Tubs

Lodges, Pods, Terraces & Tubs

No, it is not a new legal firm. It is what many solicitors (and other professionals) have gone for in the last 24 months or so.

Being in “Lockdown” has changed many people’s thinking. Working from Home (WfH) is now the norm! It can be done.

Separating your work from your leisure / relaxation time is the challenge. With many of us now “stay-cationing” or “holi-staying” it is so important to have areas / spaces that you can go to that help us to achieve such.

Lodges & Pods – These provide a quick fix for dedicated Office Space and / or capacity for visitors / guests from time to time www.law-pods.co.uk / www.grand-lodges.co.uk

Lodges, Pods, Terraces & Tubs

Glazed Terraces provide inexpensive and practical outdoor / indoor space – where there is much (day)light and an airy / healthy environment too www.exclusi-veranda.co.uk

Lodges, Pods, Terraces & Tubs

Hot tubs are no longer a frivolous “luxury”. They are comforting, energy efficient, and provide many mental and physical health benefits www.scott-tubs.co.uk

For more information contact richard@scottslaw.co.uk

Anyone who makes a purchase during May will have the chance of winning a week’s holiday in June or July at the lodge pictured below in the Black Isle.

Lodges, Pods, Terraces & Tubs

AQP have an expert team dedicated to Executry and Trust affairs

Our professionalism and customer service ethos ensures all work is assessed accurately and timeously. 

Alex Quinn & Partners Limited are highly regarded by their clients as the leading Law Accountancy firm in Scotland. 

The service provided by AQP’s dedicated Executry and Trust affairs team includes advice on all aspects of feeing, including Terms of Engagement. With SOLAS Qualified Law Accountants, accurate and proper calculation of fees is ensured, and costs can be recovered against the Estate.

The exceptional standard and timely turnaround of AQP’s executries team, was highlighted in the recent Scottish Legal News story by Lisa Gregory, of Grant Smith Law Practice.

To learn more, please call Paul Harrison on: 0131 555 3552

The Executry and Trust team has a monitored mailbox.

email: exeinstructions@alexquinn.co.uk

http://www.alexquinn.co.uk

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