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SAMUEL DOWNING
and
SAMERJEET KAUR UPPAL

CASE REPORT

Application for interim payment
Defence arguments
Award of £265,000

1. Sam Downing was born on the 17th September 1988 and so was 10 at the date of the accident on the 28th April 1999.

2. Liability was agreed at 50% (in a round table consultation with silks either side).

3. An application for an interim payment was heard by His Honour Judge MacDuff QC in February 2004. The Claimant sought £250,000 to £300,000, whereas the Defendant conceded only £25,000.

4. The Claimant lives with his parents, who have provided all the care needed by him since the date of the accident; "... the parents are a remarkable couple who have devoted themselves to making the necessary provision for their son". The family home in the Midlands is entirely unsuitable, and the family have decided to move back to Shetland, where they will build a bungalow for Sam and the family. Initially, it seemed that the Defendant would contend that this decision was unreasonable, but that argument was not pursued.

5. Judge MacDuff emphasised that, subject to quantification, the money was the Claimant's, to do with as he pleases (Stringman v McCardle [1994] 1 WLR 1653); "Prima facie ... the court can and should allow him to have as much of his money as he wants, provided that the interim amount does not exceed the final award". It was suggested on behalf of the Claimant that the final award would be well in excess of £1 million (half a million with the 50% compromise), but "within the evidence produced by the Defendant , no valuation at all has been suggested".

6. The defence case had two main thrusts, although most available arguments were pursued or canvassed. First, reliance was placed on Campbell v Mylchreest (unreported Court of Appeal 23/1/98), that the court should have in mind whether an interim payment would enable the financing of expenditure which, once undertaken, would disturb the fair balance (level playing field) between the parties. The judge noted the remarks in Campbell that "the level playing field argument can never be an absolute bar to an interim payment ... only a factor for the judge to have in mind when exercising his discretion". The defence argument centred mainly on their fear of a "Rolls Royce" care regime, and less on the bungalow. Interestingly, the judge felt that the fact that this was a 50% recovery weighed against this argument, because the Claimant would be unwise and unwilling to expend large sums on professional carers, knowing that he would recover only 50% of the cost; this is the reverse of the argument often put forward by defendants, that, because the recovery is only 50%, the claimant will not in fact spend it on a good care regime.

7. The Defendant argued that the final award for the increased cost of housing is likely to be small, or even nil.

8. The second main argument was that, at trial, a judge might be persuaded to award little or nothing for future care, relying on Sowden v Lodge and Crookdake v Drury (see the article on my web site). The defence argument is always (as it was here) that, because the State is under a duty to provide care without cost to the claimant, therefore the claimant will be cared for in that way, and there will be no cost to him or her. I have seen this point succeed once (but only once), where the claimant really was being looked after by the local primary care trust, with sufficient, good quality care. The judge said: "It is trite law to state that the Claimant is entitled, if he reasonably so chooses, to employ privately paid carers ... He cannot be required to be dependent upon state provision of care or NHS medical services." He thought it would be rare for a claimant to be obliged to accept state-provided care. The judge commented on the detailed provisional assessment of the value of the claim presented by junior counsel on behalf of the Claimant, which was based on the evidence of the Defendant's care expert.

9. The Defendant canvassed the possibility that the Claimant's status as a patient might be challenged, but the judge considered that such a challenge was unlikely to succeed.

2 March 2004

BILL BRAITHWAITE Q.C. (who did not appear on this application) and PHILIP GREGORY are instructed by VINCENT OAKLEY, neurolawyer and solicitor.

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