Factual and Procedural Background
The Plaintiff, as widow and executrix of the estate of the deceased, brought a claim under the Law Reform (Miscellaneous Provisions) Act 1934 and as a dependant under the Fatal Accidents Act 1976. The deceased died from malignant mesothelioma caused by asbestos exposure during employment with the Defendant. The Defendant did not admit liability, but judgment was entered pursuant to an order dated 16 September 2008. A hearing on the assessment of damages took place on 4 December 2008, with this judgment addressing disputed heads of damages.
Legal Issues Presented
- The appropriate quantum of general damages for pain, suffering, and loss of amenity under the Law Reform (Miscellaneous Provisions) Act 1934.
- The recoverability and assessment of sundry expenses incurred during the deceased’s illness.
- The assessment of damages for care and assistance provided by the Plaintiff.
- The calculation of pre-death loss of earnings and loss of income dependency under the Fatal Accidents Act 1976.
- The valuation and application of multipliers for future loss of income dependency and services dependency.
- The availability and quantification of damages for loss of intangible benefits to the Plaintiff.
Arguments of the Parties
Plaintiff's Arguments
- The deceased suffered severe and prolonged pain and incapacity from June 2005 until his death in November 2006, justifying a high award within the JSB Guidelines for general damages.
- Sundry expenses related to the deceased’s care and household maintenance during his illness were claimed, estimated at £3,000.
- The care and assistance provided by the Plaintiff was substantial, increasing to effectively full-time care in the last months of the deceased’s life.
- Pre-death loss of earnings should be based on the most recent full year’s income prior to illness, with modest discounts for contingencies.
- The deceased would have continued working until at least age 65, with some reduction thereafter until retirement at 70, justifying application of appropriate contingency discounts and multipliers for future loss of income dependency.
- The value of the Plaintiff’s clerical assistance to the business was minimal and should not reduce the dependency claim significantly.
- Loss of services dependency should include an annual valuation of £2,000 for household and garden maintenance, with multipliers applied for both past and future losses.
- An award for loss of intangible benefits is appropriate, reflecting the unique value of services provided by the deceased as husband and friend.
Defendant's Arguments
- Liability was denied but judgment was entered pursuant to a prior order.
- The deceased was not severely ill until February or possibly June 2006, as suggested by medical records indicating he was feeling well in late 2005 and early 2006.
- The top of the JSB Guidelines for general damages was too high, relying on older Court of Appeal authority suggesting lower awards for similar cases.
- The sundry expenses claim was inadequately supported by invoices and overlapped with the loss of services claim.
- The hours claimed for care and assistance were excessive, warranting a broad brush approach and a significantly lower award.
- The deceased’s income should be modestly discounted to reflect uncertainty about workload and possible retirement plans.
- The £3,000 paid to the Plaintiff for clerical assistance reflected the true value of those services and should be deducted from the dependency claim.
- The £3,000 annual figure for loss of services was not substantiated by evidence, especially as many invoices related to one-off items rather than annual maintenance.
- Loss of intangible benefits was not maintainable, as Fatal Accidents Act damages are limited to pecuniary loss, with bereavement awards covering non-financial loss.
Table of Precedents Cited
| Precedent |
Rule or Principle Cited For |
Application by the Court |
| Rees -v- Mabco [102] Limited |
Assessment of upper limit of JSB bracket for mesothelioma damages. |
Defendant relied on it to argue for a lower award; court rejected this reliance in favour of current JSB Guidelines. |
| Heil -v- Rankin [2001] QB 2072 |
Review of awards for mesothelioma pain and suffering. |
Referenced to support Defendant’s argument; court found JSB Guidelines more authoritative. |
| Mason-Cave v Massey Plastic [Kemp & Kemp K3-008.1] |
Consistent authority supporting JSB Guidelines range. |
Used by court to affirm appropriate damages range. |
| Small v Circaprint [Kemp & Kemp K3-002.1] |
Consistent authority supporting JSB Guidelines range. |
Used by court to affirm appropriate damages range. |
| Smith v Bolton Cooper Ltd [Lawtel, 10 July 2007] |
Consistent authority supporting JSB Guidelines range. |
Used by court to affirm appropriate damages range. |
| Rothwell v Chemical & Insulating Co Ltd [2006] 4 All ER 1161 |
Usual award for mesothelioma pain and suffering damages. |
Court relied on it to justify following JSB Guidelines midpoint. |
| Hunt -v- Severs [1994] 2 AC 350 |
Principles for recompense to voluntary carers. |
Applied to assess care and assistance damages. |
| Mills -v- British Rail Engineering Ltd [1992] P.I.Q.R. Q130 |
Care by relatives only compensable if beyond ordinary duty. |
Applied with qualification reflecting milder test from later authority. |
| Evans -v- Pontypridd Roofing Ltd [2001] EWCA Civ 1657, [2002] P.I.Q.R. Q61 |
No formal calculation for family carer recompense; commercial rates discounted. |
Used to guide assessment of care damages. |
| Giambrone v Sunworld Holidays Ltd [2004] EWCA (Civ) 158 |
Clarification of "beyond ordinary duty" test for family carers. |
Accepted by court to qualify Mills test. |
| Malyon v Plummer [1964] 1 QB 330 (CA) |
Benefit derived from marital relationship included in dependency. |
Court accepted that payments to Plaintiff for clerical work were part of dependency. |
| Regan v Williamson [1976] 1 WLR 305 |
Awards for loss of intangible benefits beyond pecuniary loss. |
Court recognized principle and applied it to justify award for intangible loss. |
| Hay -v- Hughes [1975] QB 790 |
Foundation for awards reflecting personal attention beyond paid services. |
Referenced in support of intangible benefits award. |
| Mehmet -v- Perry [1977] 2 All ER 529 |
Separate awards for intangible loss to spouses and children. |
Supported court’s acceptance of intangible benefits claim. |
Court's Reasoning and Analysis
The court carefully reviewed the medical evidence and witness statements to determine the period and severity of the deceased’s suffering, concluding that the pain and loss of amenity lasted approximately 17 months and was severe throughout. It rejected the Defendant’s narrower view of the illness progression, accepting the Plaintiff’s account that symptoms were significant from June 2005. The court adhered to the current JSB Guidelines for general damages, rejecting reliance on older precedent suggesting lower awards.
Regarding sundry expenses, the court found the evidence insufficient to support the full claimed amount but allowed a reduced sum reflecting necessary expenses during illness, excluding tradesmen costs which overlapped with loss of services claims.
In assessing care and assistance, the court accepted the principles from relevant case law that compensation is due for care beyond the ordinary familial duty and that commercial rates should be discounted. It found the Plaintiff’s care significant throughout the illness, increasing to full-time care in the final months, justifying a substantial award.
For loss of earnings and income dependency, the court considered evidence of the deceased’s income history, work intentions, and contingencies. It applied appropriate discounts for uncertainties and allowances for the Plaintiff’s clerical work, concluding with a detailed calculation of past and future losses using accepted multipliers based on life expectancy reduction.
The court addressed loss of services dependency by valuing the deceased’s household and garden maintenance work, allowing a reasonable annual figure supported by evidence and applying multipliers for past and future loss.
On loss of intangible benefits, the court recognized established legal principles permitting awards for non-pecuniary losses related to personal services provided by a spouse, distinguishing these from bereavement damages and rejecting the Defendant’s argument to the contrary.
Holding and Implications
The court awarded damages as follows (excluding interest):
- General damages for pain, suffering, and loss of amenity: £72,000
- Sundry expenses: £750
- Care and assistance: £25,000
- Pre-death loss of earnings: £13,500
- Loss of income dependency (past and future): £84,454 (combined from detailed calculations)
- Loss of services dependency (past and future): £27,000
- Loss of intangible benefits: £2,000
The court’s decision was to award damages consistent with the Plaintiff’s claims, applying current legal principles and authoritative guidelines. This decision directly affects the parties by quantifying the compensation payable to the Plaintiff’s estate and dependants. The judgment reinforces adherence to the JSB Guidelines and accepted legal principles for care and dependency claims but does not establish new precedent beyond applying established law to the facts.