Emily Kepa, for and on behalf of the estate and dependants of Frank Billy, deceased & ors v Lessbrook Pty Ltd (In Liquidation) [2012] QSC 311
SUPREME COURT OF QUEENSLAND
CITATION: Emily Kepa, for and on behalf of the estate and dependants of
Frank Billy, deceased & ors v Lessbrook Pty Ltd (In
Liquidation) [2012] QSC 311
PARTIES: EMILY KEPA, FOR AND ON BEHALF OF THE
ESTATE AND DEPENDENTS OF FRANK BILLY,
DECEASED
(plaintiff)
v
LESSBROOK PTY LTD (ACN 010 855 875) (IN
LIQUIDATION)
(defendant)
FLORENCE KEPA, FOR AND ON BEHALF OF THE
ESTATE AND DEPENDENTS OF FRED BOWIE,
DECEASED
(plaintiff)
v
LESSBROOK PTY LTD (ACN 010 855 875) (IN
LIQUIDATION)
(defendant)
FRANCIS BOWIE, FOR AND ON BEHALF OF THE
ESTATE AND DEPENDENTS OF MARDIE BOWIE,
DECEASED
(plaintiff)
v
LESSBROOK PTY LTD (ACN 010 855 875) (IN
LIQUIDATION)
(defendant)
MIMIA WHAP, FOR AND ON BEHALF OF THE
ESTATE AND DEPENDENTS OF HELENA WOOSUP,
DECEASED
(plaintiff)
v
LESSBROOK PTY LTD (ACN 010 855 875) (IN
LIQUIDATION)
(defendant)
ELIZABETH STEPHEN, FOR AND ON BEHALF OF
THE ESTATE AND DEPENDENTS OF GORDON
KRIS, DECEASED
(plaintiff)
v
LESSBROOK PTY LTD (ACN 010 855 875) (IN
LIQUIDATION)
(defendant)
FILE NO/S: 191 of 2007
-- 1 of 74 --
2
192 of 2007
193 of 2007
194 of 2007
195 of 2007
DIVISION: Trial
PROCEEDING: Claim
ORIGINATING
COURT: Supreme of Queensland
DELIVERED ON: 12 October 2012
DELIVERED AT: Cairns
HEARING DATE: 12, 13, 14, 15, 18 and 19 June 2012, 31 August 2012
JUDGE: Henry J
ORDER: In matter 191/07:
1. Judgment for the plaintiff (Emily Kepa, for and
on behalf of the estate and dependents of Frank
Billy, deceased) against the defendant in the sum
of $500,000.
2. I direct pursuant to s 35(9) of the Civil Aviation
(Carriers’ Liability) Act 1959 (Cth) that:
(a) $5,065.50 of the judgment sum is payable for
funeral expenses;
(b) the balance of the judgment sum, after
deduction from it of any costs not recovered
from the defendant, shall be divided amongst
the following persons in the following
proportions:
(i) Emily Kepa 50.87 per cent
(ii) Sebastian Billy 14.31 per cent
(iii) Xavier Joseph Billy 15.17 per cent
(iv) Kurtrinah Kepa-Billy 16.12 per cent
(v) Bessie Billy 3.53 per cent
3. I will hear the parties as to costs.
In matter 192/07:
1. Judgment for the plaintiff (Florence Kepa, for
and on behalf of the estate and dependents of
Fred Bowie, deceased) against the defendant in
the sum of $500,000.
2. I direct pursuant to s 35(9) of the Civil Aviation
(Carriers’ Liability) Act 1959 (Cth) that:
(a) $5,065.50 of the judgment sum is payable
for funeral expenses;
(b) the balance of the judgment sum, after
deduction from it of any costs not recovered
from the defendant, shall be divided
amongst the following persons in the
following proportions:
-- 2 of 74 --
3
(i) Florence Patricia Kepa 43.9 per cent
(ii) Bettina Bowie 9.56 per cent
(iii) Leon Bowie 10.17 per cent
(iv) Renia Bowie 11.42 per cent
(v) Solomon Bowie 12.09 per cent
(vi) Fred Bowie Junior 12.86 per cent
3. I will hear the parties as to costs.
In matter 193/07:
1. Judgment for the plaintiff (Francis Bowie, for and
on behalf of the estate and dependents of Mardie
Bowie, deceased) against the defendant in the sum
of $388,255.20.
2. I direct pursuant to s 35(9) of the Civil Aviation
(Carriers’ Liability) Act 1959 (Cth) that:
(a) $5,065.50 of the judgment sum is payable
for funeral expenses;
(b) the balance of the judgment sum, after
deduction from it of any costs not recovered
from the defendant, shall be divided
amongst the following persons in the
following proportions:
(i) Francis Bowie 91.84 per cent
(ii) Johnny Tamwoy 3.30 per cent
(iii) Anni Martha Bero 4.86 per cent
3. I will hear the parties as to costs.
In matter 194/07:
1. Judgment for the plaintiff (Mimia Whap, for and
on behalf of the estate and dependents of Helena
Woosup, deceased) against the defendant in the
sum of $500,000.
2. I direct pursuant to s 35(9) of the Civil Aviation
(Carriers’ Liability) Act 1959 (Cth) that:
(a) $5,065.50 of the judgment sum is payable
for funeral expenses;
(b) the balance of the judgment sum, after
deduction from it of any costs not recovered
from the defendant, shall be divided
amongst the following persons in the
following proportions:
(i) Mimia Whap 34.46 per cent
(ii) Ramsley Woosup 3.85 per cent
(iii) Glendon Woosup 11.36 per cent
(iv) Tabua Woosup 12.28 per cent
(v) Dereece Whap 13.22 per cent
(vi) Rita Whap 16.87 per cent
(vii) Robert Bagie 3.98 per cent
(viii) Olive Bagie 3.98 per cent
3. I will hear the parties as to costs.
In matter 195/07:
1. Judgment for the plaintiff (Elizabeth Stephen, for
-- 3 of 74 --
4
and on behalf of the estate and dependents of
Gordon Kris, deceased) against the defendant in
the sum of $500,000.
2. I direct pursuant to s 35(9) of the Civil Aviation
(Carriers’ Liability) Act 1959 (Cth) that:
(a) $5,065.50 of the judgment sum is payable for
funeral expenses;
(b) the balance of the judgment sum, after
deduction from it of any costs not recovered
from the defendant, shall be divided amongst
the following persons in the following
proportions:
(i) Elizabeth Stephen 53.17 per cent
(ii) Ruby Stephen 5.03 per cent
(iii) Fanny Stephen 6.43 per cent
(iv) Emma Stephen 7.67 per cent
(v) Fredricka Stephen 11.39 per cent
(vi) Rim Stephen 12.81 per cent
(vii) Maryanne Stephen 0.36 per cent
(viii)Padaila Kris 1.57 per cent
(ix) Wanika Mooka 1.57 per cent
3. I will hear the parties as to costs.
CATCHWORDS: DAMAGES – DEPENDENCY CLAIM – ASSESSMENT
OF DAMAGES – where a passenger aircraft crashed, killing
passengers – where the spouse of each deceased passenger
claims damages for and on behalf of the estate and the
dependents – where the claims are made under the Civil
Aviation (Carriers’ Liability) Act 1964 (Qld) which in turn
applies part of the Civil Aviation (Carriers’ Liability) Act
1959 (Cth) – how that damage is to be assessed – how the
value of services is to be assessed in pecuniary terms
DAMAGES – DEPENDENCY CLAIM – ASSESSMENT
OF DAMAGES – whether the relatives’ share of the financial
benefit the deceased would have brought to the family should
be assessed using an averages approach or a factual approach
– which averages approach is appropriate
DAMAGES – DEPENDENCY CLAIM – ASSESSMENT
OF DAMAGES – LOSS OF INCOME – where each of the
deceased were at the time of their deaths completing
apprenticeships and or TAFE courses – whether they would
have completed their courses – whether there were prospects
of consistent employment on completion – how those factors
are to be taken into account
STATUTES – INTERPRETATION – TRADITIONAL
ADOPTION – where the relevant definition of family
members included ―adopted persons‖ – whether traditionally
-- 4 of 74 --
5
adopted persons are ―family members‖
STATUTES – INTERPRETATION – where s 35(3) of the
Civil Aviation (Carriers’ Liability) Act 1959 (Cth) did not
expressly address whether or not a passenger’s child born
after the death was for the purposes of the section a child of
the passenger – whether it can be said the child sustained
damage within the section by reason of his father’s death
DAMAGES – DEPENDENCY CLAIM – ASSESSMENT
OF DAMAGES – SERVICES – where each of the deceased
provided services, including hunting and gathering – to what
extent the hunting and gathering activities are compensable as
a lost service – whether the award should be based on the loss
of the material benefit of food on the table or by the hours
such activity occupied – where the hunting and gathering is a
way of life
DAMAGES – DEPENDENCY CLAIM – ASSESSMENT
OF DAMAGES – SERVICES – whether the loss of each of
the deceased as hunter-gatherer extends to the loss of parental
education of traditional local knowledge and skill needed to
fish
DAMAGES – DEPENDENCY CLAIM – ASSESSMENT
OF DAMAGES – VICISSITUDES OF LIFE – where the
deceased were indigenous – where indigenous persons have
lower than average lifespans and higher than average
incidence of poor health – whether the usual allowance for
the vicissitudes of life should be increased –
STATUTES – INTERPRETATION – INTEREST AND
COSTS – whether the financial cap under the applicable act
is inclusive of interest
Civil Aviation (Carriers’ Liability) Act 1959 (Cth) pt 4
Civil Aviation (Carriers’ Liability) Act 1964 (Qld) s 4, s 5
Workers’ Compensation and Rehabilitation Act 2003 (Qld) s
207B
Colombera v MacRobertson Miller Airlines [1972] WAR 68
De Sales v Ingrilli (2002) 212 CLR 338
Nguyen v Nguyen (1990) 169 CLR 245
Re M and the Adoption of Children Act (1989) 13 FamLR
333
Ruby v Marsh (1975) 132 CLR 642
Schimke v Clements & Suncorp-Metway Insurance Ltd
[2011] QSC 182
Saunders v Ansett Industries (1975) 10 SASR 579
SS Pharmaceutical Co Ltd & Anor v Qantas Airways Ltd
(1988) 92 FLR 231
-- 5 of 74 --
6
Swiss Bank Corp v Brink’s MAT Ltd [1986] QB 853
Thornton v Lessbrook Pty Ltd [2010] QSC 308
COUNSEL: G R Mullins for the plaintiffs
R Williams QC, T W Quinn, J Trevino for the defendant
SOLICITORS: Cleary and Lee for the plaintiffs
Norton White for the defendant
CONTENTS
Page
Matters relating to all claims 7
Emily Kepa, for and on behalf of the estate and dependants of Frank Billy,
deceased (191/07) 22
Florence Kepa, for and on behalf of the estate and dependants of Fred
Bowie, deceased (192/07) 34
Francis Bowie, for and on behalf of the estate and dependants of Mardie
Bowie, deceased (193/07) 45
Mimia Whap, for and on behalf of the estate and dependants of Helena
Woosup, deceased (194/07) 54
Elizabeth Stephen, for and on behalf of the estate and dependants of Gordon
Kris, deceased (195/07) 64
-- 6 of 74 --
7
MATTERS RELATING TO ALL CLAIMS
Introduction
[1] On 7 May 2005 a passenger aircraft crashed near Lockhart River in Far North
Queensland. Among the lives lost in that tragedy were five indigenous persons from
the communities of Injinoo and Bamaga, near the western tip of Cape York Peninsula.
[2] They were:
1. Frank Billy, the de facto husband of Emily Kepa;
2. Fred Bowie, the de facto husband of Florence Kepa;
3. Mardie Bowie, the wife of Francis Bowie;
4. Helena Woosup, the de facto wife of Mimia Whap; and
5. Gordon Kris, the de facto husband of Elizabeth Stephen.
[3] Each of the spouses of the deceased claim damages for dependency for and on behalf
of the estate and dependents of each of the deceased persons.
[4] These were not the only claims arising from the tragedy. A claim arising from the
death of a policewoman in the crash was dealt with in Thornton v Lessbrook Pty Ltd.1
[5] It was convenient to hear these five claims together, particularly given the likelihood of
generally similar approaches being adopted in the determination of the pecuniary value
of the financial support and services provided by the deceased persons to their
dependents.
[6] The claims are made under the Civil Aviation (Carriers’ Liability) Act 1964 (Qld)
which, pursuant to s 4, applies to the carriage of a passenger in an aircraft operated by
the holder of an airline licence in the course of commercial transport operations under
a contract for the carriage of the passenger within Queensland. This case involved such
carriage.
[7] Section 5 of the Queensland Act applies the provisions of pt 4 of the Civil Aviation
(Carriers’ Liability) Act 1959 (Cth) (―the Commonwealth Act‖) to such carriage.
Within pt 4, s 28 imposes no fault liability upon the carrier for damage sustained by
reason of a death or personal injury suffered by a passenger resulting from an accident
on board the aircraft. However, s 31 of the Commonwealth Act limits the liability of a
domestic carrier to the amount of $500,000 in respect of each passenger.
[8] It is common ground that the no fault liability imposed by s 28 and its quid pro quo, the
damages limit imposed by s 31, applies to the five claims. Quantum is in issue.
Legislative constraints
[9] The liability under pt 4 of the Commonwealth Act is, pursuant to s 35(2), in
substitution for any civil liability of the carrier under any other law in respect of the
death of the passenger. Thus, the liability under the modern form of a Lord Campbell’s
Act action contained in pt 4 of the Supreme Court Act 1995 (Qld) is excluded. This
necessarily excludes the application of s 23A of the Supreme Court Act, which
1 [2010] QSC 308.
-- 7 of 74 --
8
precludes the court from taking into account financial benefits that a spouse may
receive as a result of a new relationship.
[10] However, s 35(2) does not have the effect of excluding ch 3 of the Civil Liability Act
2003 (Qld). That chapter applies to assessment of, not liability for, an award of
personal injury damages.2 Personal injury includes fatal injury pursuant to the
dictionary of Sch 2 of that act. The chapter’s provisions of potential relevance include s
57, which provides that in assessing an amount of damages as a lump sum for a future
loss of gratuitous services the amount must be the present value calculated using the
prescribed discount rate, which is five per cent.
Who benefits?
[11] Under the Commonwealth Act only one action is to be brought in respect of the death
of any one passenger ―for the benefit of all persons for whose benefit the liability is …
enforceable‖.3 The amount recovered in the action is to be divided amongst the
persons entitled in such proportions as the court directs.4
[12] The liability imposed by s 28 is enforceable, pursuant to s 35(3), ―for the benefit of
such of the passenger’s family members as sustained damage by reason of his or her
death‖.5
Are traditionally adopted persons “family members”?
[13] At the relevant time s 35(5) of the Commonwealth Act provided:
―For the purposes of subsection (3) the members of the passenger’s
family shall be deemed to be the wife or husband, de facto spouse,
parents, step-parents, grandparents, brothers, sisters, half-brothers,
half-sisters, children, step-children and grandchildren of the
passenger, and, in ascertaining the members of the passenger’s
family, an illegitimate person or an adopted person shall be treated as
being, or as having been, the legitimate child of his mother and
reputed father or, as the case may be, of his adopters.‖
[14] An issue in the proceedings is whether traditional adoptions, well known to occur in
the Torres Strait Islands and some Cape communities, gives rise to relationships within
the definition of family members.
[15] The practice of traditional adoption involves a child being given over in infancy to
relatives of the child’s parents for those relatives to raise as their own child.6 Such
adoptions do not yet have legislative recognition.
[16] The plaintiff identified an argument that such adoptions may now fall within the
broader definition of family member contained in s 5 of the Commonwealth Act in its
present form. However, the plaintiff did not press the argument7 because the relevant
2 Civil Liability Act 2003 (Qld), s 50.
3 Section 35(6).
4 Section 35(9).
5 Section 35(3) (emphasis added).
6 Nicholson CJ observed in Lara v Marley [2003] FamCA 1393 at [38] that the practice has a spiritual
or cultural significance that is not relevant in ―western adoption‖.
7 T6-28, L 55.
-- 8 of 74 --
9
legislation is the Commonwealth Act as it was at the time of the crash. It contained no
such broader definition. The applicable definition of family member is that in s 35(5),
referred to above.
[17] The words ―adopted person‖ in s 35(5) are not defined. However, adoption has a
meaning well known to the law, deriving from its history as an arrangement created by
statute. As Young J observed in Re M and the Adoption of Children Act:
―Adoption came from Roman law ideas. Because of the feudal
system in England there was little place for notions of adoption in the
common law until it was introduced relatively recently by statute.‖8
[18] The ordinary meaning of an adopted person is a person who became the child of a
person or persons other than the child’s biological parents in consequence of a formal
legal event provided for by statute. That event will typically have the practical effect
of extinguishing the legal rights and obligations that ordinarily exist as between
biological parent and child and deeming those rights and obligations created as
between the child and the adoptive parent or parents. In Queensland at the time of the
crash that event was an order for adoption by the chief executive under the Adoption of
Children Act 1964 (Qld). There is no suggestion of such an order having been made in
any of the present cases.
[19] The context of the references to an adopted person and adopters in s 35(5) does not
suggest a broader than ordinary meaning. For instance, s 35(5) specifically recognised
de facto spouse in addition to husband and wife. The latter derives from a formal legal
event whereas the former does not. There could have been, but was not, a similar
recognition in respect of informal or traditional adoptions. Section 35(5) does not
include relationships by way of traditional adoption.
[20] Those connected to a deceased by traditional adoption will only come within the
Commonwealth Act’s definition of family members if they are in any event caught by
the definition because of a legally recognised familial connection. For example, if a
deceased male had been traditionally adopted by his grandparents and raised as if he
were their own son, his grandparents would come within the definition of family
member, not because they were his traditionally adoptive parents but because they
were at law his grandparents.
Assessment methodology
[21] The damage sustained by the family members, which attracts liability and thus falls to
be assessed, is, pursuant to s 28 of the Commonwealth Act, ―damage sustained by
reason of the death‖.
[22] Section 35(8) provides that in awarding damages the court is not limited to the
financial loss resulting from the death. This means the loss need not be a monetary loss
and may include future expected financial benefits and services.9 It may for instance
include the value of services the deceased would have provided around the home.10
However, to assess damages it will be necessary to value the loss in pecuniary terms.
8 (1989) 13 FamLR 333, 334.
9 McKenna v Avior Pty Ltd [1981] WAR 255.
10 De Sales v Ingrilli (2002) 212 CLR 338, 347, 348.
-- 9 of 74 --
10
[23] The loss to be assessed is the net pecuniary loss, that is, the balance of the pecuniary
loss to the deceased’s relatives from the death over the pecuniary gains accruing from
that event.11 The proceeds of insurance policies or other benefits payable consequent
upon death are excluded by s 38 from being taken into account in reduction of
damages. An example given by Gleeson CJ in De Sales v Ingrilli12 of a pecuniary gain
accruing from death was the inheritance by a spouse of the capital from which the
deceased spouse earned all of his or her income. None of the five cases here involved
any material pecuniary gain accruing from death.
[24] The loss is the loss which occurred at the moment of death, as was explained by Gibbs
J in Ruby v Marsh:
―What was then lost was a prospect of pecuniary benefit in the
future. The expectation of future benefit was destroyed by the death
and no subsequent event can increase or diminish the extent of the
pecuniary loss then suffered…No doubt the effects of such a loss
may continue to be felt over a very long period but the loss itself —
the loss for which compensation is given — is incurred at the
death.‖13
[25] Notwithstanding that the loss of expectation of benefit is the loss which occurred at the
time of death the conventional approach is to assess the loss of expected benefit in two
stages, namely up to the time of judgment and thereafter.14 Such an approach is
justified, inter alia, on the basis that by the time of trial the court may take into account
the events since death if relevant ―in so far as they render it unnecessary for the court
to speculate about possibilities that may have existed at the date of death when the
facts themselves have become known‖.15
[26] Because the court is dealing with the hypothetical situation of predicting what would
have happened had there been no death, the assessment process is inherently imprecise.
It is not susceptible to scientific demonstration or proof.16 While the use of the
ostensibly precise device of mathematical calculations in the assessment process is
appropriate, it is inevitable those calculations must be premised upon various imprecise
assumptions as to future variables about which reasonable minds may differ.
[27] There exists a risk that an accumulation of conscientiously assessed variables may give
rise to an unjust outcome. The obvious safeguard against that risk is to ensure not only
that the assumptions made in the process are fair and reasonable but also that they give
rise to an ultimate outcome which is fair and reasonable.
[28] In De Sales v Ingrilli17 Gleeson CJ helpfully explained the process of calculating
damages for loss of expectation of pecuniary benefit:
―Calculating damages for the loss of a reasonable expectation of
pecuniary benefit usually involves calculating a primary sum and
11 Public Trustee v Zoanetti (1945) 70 CLR 266, 278; Lincoln v Gravil (1954) 94 CLR 430, 441;
McKenna v Avior Pty Ltd [1991] WAR 255.
12 (2002) 212 CLR 338, 347.
13 (1975) 132 CLR 642, 658.
14 Discussed in Harold Luntz, Assessment of Damages for Personal Injury and Death (4th ed, 2002) 67,
68 (―Luntz on Damages‖).
15 Ruby v Marsh (1975) 132 CLR 642, 658.
16 See, eg, the observations of Deane, Gaudron and McHugh JJ in Malec v JC Hutton (1990) 169 CLR
638, 643.
17 (2002) 212 CLR 338, 348.
-- 10 of 74 --
11
then making such further adjustments or allowances as are necessary
to produce a result that gives a true reflex of the loss. The nature of
such adjustments and allowances will be influenced by the manner in
which the primary sum is calculated. In a case like the present, there
are three main elements in determining the primary sum. Each
element involves speculative judgments, which cannot be made with
accuracy. The court assesses what benefits the deceased would have
brought to the family, in the form of either income or the provision
of services. The court determines the share of that benefit that would
have been enjoyed by a relative during the deceased's lifetime. And
the court determines the period for which a relative could reasonably
have expected to receive the benefit. For example, a surviving spouse
may say that it was reasonable to expect to receive a benefit
measured as a share of the deceased's income until the deceased's
expected age of retirement. A child of the deceased may reasonably
expect to receive such a benefit until the child reaches an age of
expected financial independence. The primary sum awarded is the
present value of a relative's total expected benefit. The calculation of
the primary sum might itself be done by a method that involves
allowing for contingencies such as are taken up in actuarial
calculations of life expectancy, and the present value of a future
income stream.
The court may then be required to allow for further contingencies
that may affect the loss of benefit sustained by the claimant. Courts
take account of such contingencies in two ways. Certain
contingencies may be provided for by way of a general allowance for
the ''vicissitudes of life''. Such contingencies may be relatively
unlikely to occur, or their occurrence may be impossible to predict
with any accuracy. Other contingencies may be more likely to occur,
and more susceptible to specific calculation in the circumstances of a
particular case.‖
[29] In summary, it is therefore necessary to ask:
1. What is the value of the benefits the deceased would have brought to the
family in income and services?
2. What share of that would each family member have enjoyed the benefit of
during the deceased’s lifetime?
3. For what period could each family member reasonably have expected to
receive the benefit?
4. What further contingencies should be applied to the primary sum so
calculated?
Value of benefits brought by deceased
[30] As already mentioned, the assessable benefits brought to the family by the deceased
extend beyond the deceased’s earnings to the value of the deceased’s unpaid domestic
services.
-- 11 of 74 --
12
Services
[31] The exercise of valuing lost services is theoretical and not premised on a requirement
that they are in fact replaced because the fact they may not be replaced does not mean
they were not a material benefit.18
[32] It is well settled that the loss of services commonly encountered in the setting of a
suburban household, such as household maintenance and child care, is compensable.
[33] Similarly, it is well settled that calculation of the value of those services is not
approached by reference to the commercial value of replacement services, as it tends to
be to assess the Griffith v Kerkemeyer19 component in personal injuries cases. The
distinction is that the latter form of case is concerned with valuing need whereas
dependency cases are concerned with valuing loss.20 The extent to which those values
coincide in a case will vary.
[34] It was explained in Nguyen v Nguyen that the actual expenses of substitute services is
relevant in that it may provide some guidance, however:
―[T]he damages to be assessed are those suffered by the plaintiff and
cannot always be equated with the cost of such help. The services
formerly rendered by a deceased wife may not be capable of being
reproduced faithfully by services which are commercially available
and the scope and cost of the only services commercially available
may be disproportionate in comparison with the scope and value of
the services which were actually provided by the deceased wife. In
circumstances such as that it will not be reasonable to regard the cost
of substitute services as any more than a starting point in assessing a
plaintiff's loss. Indeed, in cases where the disproportion is severe, the
cost of commercially available services may offer no real guide at
all.‖21
[35] In the five cases here, the application of an hourly rate of $20 for the approximate
hours of service by the deceased provides results after discounting that are fair and not
disproportionate in comparison with the scope and value of the services that were
actually provided by the deceased.
Hunting and gathering
[36] A more difficult question arising in these proceedings is whether and to what extent the
hunting and gathering activities of a deceased are compensable as a lost service.
Evidence was lead of deceased having regularly hunted crayfish, fish, turtle and
dugong and in turn supplying their families with food from the catch.
[37] The defendant submits any award in connection with such activity ought not be based
on the hours such activity occupied and should be based solely on the loss of the
material benefit it delivered to the family, viz, food on the table. The defendant
18 Ibid 256, 263, upholding the minority view of Gibbs J in Seymour v British Paints (Australia) Pty
Ltd [1967] Qd R 227.
19 (1977) 139 CLR 161.
20 Nguyen v Nguyen (1990) 169 CLR 245, 263, 265, 267, 268.
21 (1990) 169 CLR 245, 265.
-- 12 of 74 --
13
emphasises that approach is consistent with the principle that the damages are to be
confined to compensation for the loss of the reasonable prospect of material benefits to
dependents that depended on the continuance of the deceased’s life.22
[38] The defendant also submitted there was really no loss of food from fishing in any event
because the local community members would share their catch so that the families’
deceased would not go wanting. That submission involves a somewhat more
optimistic outlook than is warranted by the evidence but in any event it wrongly
focuses upon need when it is loss that is relevant. The plurality in Nguyen v Nguyen
observed it is irrelevant to the assessment of loss that kind hearted relatives, friends
and other community members may help out in the aftermath:
―Although the question must always be "what loss the claimant has
in fact sustained by the death" (Baker v. Dalgleish Steam Shipping
Co.), courts have been reluctant to conclude that where someone
outside the immediate family voluntarily takes over the care of the
household, especially the care of infant children, a deduction should
be made from the assessment of damages due to a plaintiff, and
reluctant to recognise that the loss suffered by a plaintiff is thereby
reduced. The reasoning behind this reluctance has taken a variety of
forms. In Hay v. Hughes, the grandmother of two children assumed
their care upon the death of their mother, and the Court of Appeal
held that the grandmother's services should be ignored in calculating
the loss suffered by the children on the basis that:
―At the time of their mother's death it was anyone's
guess what would happen to them and the defendant
has not discharged the onus of establishing that at that
time there was a reasonable expectation that the
grandmother would act as she subsequently did.‖
…In other cases, the reluctance has stemmed from the belief that the
care provided by the relatives was not a consequence of the death of
the deceased but flowed rather from an independent source, namely,
the generosity and altruism of the relatives: Voller v. Dairy Produce
Packers Ltd.; Wilson v. Rutter. In the words of Chapman J. in
Rawlinson v. Babcock & Wilcox Ltd.
―The loss resulting from the death is one thing; the
steps which may be taken as a result of spontaneous
individual volition by one, two or three uncles or
relatives or friends...to alleviate the loss so resulting
are quite different. ...It would to my mind be quite
odious if a court had to assess what benefits had
accrued, or were likely to accrue, to a victim of a
tragedy from such motives.‖
…Whatever be the true basis of the reluctance – and it may be partly
the belief that voluntary unsolicited assistance cannot be permanently
relied upon – it has been accepted that this form of assistance should
not be brought into account in relief of the wrongdoer.‖23
[39] What then has been lost? It is not food on the table acquired with income. If it were, it
would be subsumed within the loss of income component. Nor should the loss be
22 Public Trustee v Zoanetti (1945) 70 CLR 266, 279; Horton v Byrne (1956) 30 ALJR 583, 585.
23 (1990) 169 CLR 245, 266, 267 (citations omitted).
-- 13 of 74 --
14
confused as having a value necessarily commensurate with the purchase price of
seafood at a fish shop in the context of an urban lifestyle in which most food is bought.
[40] The loss is not the loss of food on the table per se. It is the loss of food on the table
provided by the services of the deceased as part of a way of life; that is, it is the loss of
a service. It is likely that service was in any event the only realistic option in that
remote location by which such food could be readily procured and provided. However,
the service was carried out in accordance with long standing custom, albeit with
modern adjustments, such as outboard motors. Hunting and providing like this was a
way of life. It bears no comparison to the occasional fishing trip to which some urban
dwellers recreationally aspire. To value the provision of this service by reference to the
purchase price of fresh seafood from a hypothetical (non-existent) local fishmonger is
to value it only by reference to the urban way of life. It is in effect to say the only
compensable method of provision of seafood in any way of life is the use of money to
buy seafood. It is effectively to deny to the family served the intrinsic worth of a
service that is integral to their way of life.24
[41] It is appropriate to value this service by reference, as a starting point, to a price per
hour of time spent performing it. It is an activity requiring special skill,25 including the
skilful use of spears and harpoons, which mostly results in a good catch. Drawing on
the hourly rate of a qualified carpenter employed by the local Council, currently $23.40
and increasing to $24.10 next year, a reasonable allowance would be $25.00 per hour.
However, as discussed earlier the hypothetical cost of a replacement service is only a
starting point and care needs to be taken that its use does not give rise to a
disproportionate outcome.
[42] In that context it would be unrealistic to attribute the entire time spent fishing as
essential solely to the provision of food to dependents. Some component of that time
was in some cases attributable to catching seafood distributed to persons who were not
dependents. Also, some time was inevitably attributable to the inherent personal value
it held to the deceased participant, who would also consume some of the catch. The
aim of the exercise is to attribute a pecuniary value to a service, namely the provision
of seafood to dependents in the context of the family’s way of life. That ought not be
confused with attributing a pecuniary value to the way of life lived by the deceased or
with provision of seafood to additional persons who were not dependents.
[43] There will be some discounting of the compensable time to allow for those
considerations and thus ensure the price per hour approach does not give rise to a
disproportionate outcome.
Guidance and training
[44] As to whether the loss of the deceased as a hunter-gatherer extends beyond the loss of
the provision of food, the plaintiff submits that part of the loss also involves the loss of
parental education. In particular, it is submitted the loss includes the value of a
deceased imparting traditional local knowledge and skill needed to fish to a deceased’s
children when they would accompany a deceased fishing. This submission finds
24 See Schimke v Clements & Suncorp-Metway Insurance Ltd [2011] QSC 182 for an example in the
setting of a husband and wife’s farm in the Lockyer Valley of how a service performed by one of
them was integral to their way of life.
25 As was explained, for example, in the evidence of Robert Bagie: Ex 1, Page 17-24.
-- 14 of 74 --
15
support in the authorities,26 however, it is irrelevant given that ultimately none of the
evidence in the five cases identified any delineation between general time spent caring
for children by the deceased and time spent specifically educating them in traditional
fishing and hunting.
Share of benefit
Income
[45] There are two potential methods of assessing the relatives’ share of the financial
benefit the deceased would have brought to the family.
[46] One is an averages approach. That approach might involve the use of basic rules of
thumb as explained in Luntz on Damages:
―Thus for a period of dependency where there are no children, one-
third of the deceased’s income is deducted, on the conventional
assumption that one-third of the income is spent for the benefit of
each of the partners personally and one-third for their joint benefit.
During a period when there are children, the deduction for the
deceased’s own expenditure is reduced to 25%. … [In the case of
two income families the] two incomes are added together, the
conventional dependency figure is then applied (66% if there are no
children, 75% if there are) and then the survivor’s income is
deducted.‖27
A variant of the averages approach is the use of average dependency percentages
derived from household expenditure surveys, as explained in table 9.1 in Luntz on
Damages.
[47] The other method is the factual approach of calculating the apportionment of income
that as a matter of fact occurred. That method is said by Luntz to be fraught with
contingencies and the subject of often unreliable, evidence so the averages approach is
preferred, at least as a starting point.28
[48] The defendant submits the factual approach is particularly inappropriate here because
of the dearth of specific evidence of expenditure and because the witnesses exhibited
difficulty in the witness box providing factual detail of the kind supplied in their filed
statements, which served as evidence in chief pursuant to directions.29 The plaintiffs
acknowledge the absence of records of expenditure and the absence anyway of any
particular complexity in the financial lives of each of the deceased. They urge the
adoption of table 9.1 in Luntz on Damages.30
[49] That table of dependency percentages, prepared by reference to household expenditure
surveys, is essentially a refined version of the averages approach. The defendant
submits the use of the table is probably inappropriate, because the broad categories of
expenditure considered in the survey are not all apt for families in the Injinoo and
Bamaga communities.31 The same might be said however of many families in many
26 Regan v Williamson [1976] 1 WLR 305, 309; Nguyen v Nguyen (1990) 169 CLR 245, 256, 263, 264.
27 Luntz on Damages, 499, 500 (citations omitted).
28 Ibid 499.
29 Defendant’s Outline [117], [118].
30 Plaintiffs’ Outline [25].
31 Defendant’s Outline [115].
-- 15 of 74 --
16
places. It was in the nature of the exercise that gave rise to table 9.1 that it necessarily
involved averaging out diverse results. It is nonetheless a useful guide. Obviously
significant or unusual individual circumstances would warrant some adjustment of the
figures arrived at by whichever averages approach is adopted.
[50] In the circumstances, I intend to take the averages approach by reference to table 9.1
and where appropriate adjust the figures arrived at to allow for the individual
circumstances of each case.
Services
[51] There will be three main categories of services assessed in the claims. The first,
domestic assistance, includes internal and external housework. The second, child care,
relates to time spent taking care of the children of the relevant household. The third,
fishing and hunting, relates generally to the provision of seafood.
[52] The plaintiff’s proposed approach to assessing the dependents’ shares of each of these
varied. This aspect was not discretely identified by the defendant, which chose not
advance its own proposed quantum calculations or submit any detailed assessment
urged by it in respect of any of the cases.32
[53] In respect of the latter two categories, child care and fishing and hunting, the plaintiff
submits the total value of the services ought be divided equally as between each
dependent. This is fair on the face of it in respect of child care. As to fishing and
hunting it may on one view slightly disadvantage the spouse in later years when the
spouse is the only dependent because tasks such as preparing to take the vessel onto the
water and time taken in travelling to fishing spots are unlikely to vary in a
proportionate way depending on the number of people to be supplied. It follows there
can be no disadvantage to the defendant in adopting the proportionate approach
pragmatically advanced by the plaintiff.
[54] As to the former category, domestic assistance, the plaintiff characterises it as a service
to the dependent spouse only, so that no part of the amount is apportioned to child
dependents. On one view the dependent spouse was not the sole beneficiary of this
service and all dependent members of the household suffered damage as a result of the
loss of the service. However, responsibility for running households, which includes
ensuring housework is tended to, does not rest with dependent children. The cases
reveal a varied approach to this issue.33 In the present five cases the position of counsel
for the plaintiffs must be assumed to have been advanced with the interests of all
dependants in mind. I accept it is appropriate, as the plaintiff urges, to compensate the
surviving spouse only in respect of this category.
[55] However, the taking of that approach may confer additional advantage to the surviving
spouse in the years after the children are no longer dependents. For example, if
domestic assistance took 12 hours a week in a household of five children it may be
that, depending on the nature of the assistance, 12 hours a week would no longer be
required once the children are no longer dependent. That is not to say the hours
required would reduce proportionately. For example, the time taken to wash clothes
may reduce but a lawn will take the same time to mow regardless of how many
32 The sole calculations it provided in submissions were limited to some income calculations advanced
in the light of improved median income levels disclosed by the 2011 Census.
33 Discussed in Luntz on Damages [9.4.6], footnotes 259, 260.
-- 16 of 74 --
17
children remain dependent. I will, though, where the assistance provided makes it
appropriate to do so, allow for a reduction in hours needed in assessing the value of the
service in the era when children are no longer dependents.
[56] Connected with this is the reality that as children grow older they become more able to
contribute to housework, even though still dependents. That consideration means that I
will take into account that there would have been some easing of the hours of service
even before the children ceased dependency in determining the extent of the
abovementioned reduction.
Period of expected benefit
Dependent children
[57] In the case of dependent children, in each of the five claims the plaintiff has not
contended that the period of dependency should extend beyond 18 years of age. I will
cease calculation of dependency for children by reference to their 18th birthday.
Spouse
[58] The period of dependency in respect of the relevant spouse will be premised on the
relationship having been a lasting one but for the death. The prospect that the
relationship might at some stage in the future have broken up will be catered for in
discounting for the ordinary vicissitudes of life.
[59] At trial, the defendant repeatedly explored the prospect of spousal dependency ceasing
by reason of the spouse entering into a new relationship.
[60] The current general principle is that the mere hypothetical prospect of re-marriage or
future entry into a de facto marriage is no more or less a part of the general vicissitudes
of life than the prospect of divorce or separation and no allowance for it, either
additional to or separate from that otherwise made for general contingencies, ought be
made.34
[61] Where the prospect is more than hypothetical, and supported by evidence of entry into
a new marriage or de facto marriage or of a concrete intention to do so, such evidence
without more would not warrant a variation in approach. Such evidence would also
need to include evidence of the probable financial consequences of the relationship and
show that those financial consequences will be financially beneficial to the claimant
for it to be taken into account. Even then, it ought not be assumed those financial
consequences will inevitably continue.35
[62] Despite the time invested by the defendant in exploring this issue in evidence the
upshot is that there was no evidence in any of the cases of a concrete mutual intention
to enter into and maintain a permanent new spousal relationship, let alone evidence of
any substance as to the probable financial consequences thereof.
34 De Sales v Ingrilli (2002) 212 CLR 338, 366, 395.
35 Ibid 367. See also Thornton v Lessbrook Pty Ltd [2010] QSC 308, [76]-[83].
-- 17 of 74 --
18
Contingencies
[63] The defendant acknowledges the general allowance for contingencies or the
vicissitudes of life is typically 15 per cent.36
[64] However, the defendant submits the circumstances of the indigenous communities of
the deceased and plaintiffs are not typical, pointing in particular to lower than average
lifespans and higher than average incidence of poor health among indigenous
persons.37 They submit ―an unusually high general discount should be applied for
contingencies before proceeding to deal with the especially notable features of the
individual claims‖.38
[65] The plaintiff initially contended that no regard ought be had to below average
longevity or above average incidence of health problems of indigenous persons, the
implication being that regard should only be had to the averages for Australians
generally. Indigenous persons form part of the broader overall population base from
which general statistics about health and longevity are drawn. It obviously follows
those statistics ought not be disregarded merely because a case involves indigenous
persons. The plaintiff submitted, and I accept, that the apparently lesser longevity of
indigenous persons should only impact upon the contingency discount to the extent of
a couple of per cent.39 If there is specific evidence relating to the poor health or life
expectancy of someone in a particular case that is obviously a feature that can properly
warrant a discount of greater substance. However, in the absence of such evidence it
would not be reasonable to discount to a significant extent, that is, beyond the couple
of per cent conceded by the plaintiff, to allow for the generally lower life expectancies
and higher incidence of health problems of indigenous persons.
[66] I will discount generally for the vicissitudes of life, in some instances beyond 15 per
cent, particularly when making assessments of future loss. The higher discounting
adopted for future loss will reflect the higher variability inherent in forecasting well
into the future and subsume the aforementioned modest discount conceded by the
plaintiff in respect of the health and longevity of indigenous persons.
[67] Any discounting or reductions for especially notable features will be identified
separately from general discounting for the vicissitudes of life with a view to avoiding
unintended double discounting.
Apportionment
[68] The plaintiffs submit, assuming the award exceeds the cap, that the apportionment to
be directed pursuant to s 35(9) ought reflect each dependent’s proportionate share of
what the total award would be but for the cap. Save for the issue of funeral expenses
the submission is uncontroversial. It is prima facie the fairest method and it is not
suggested there is evidence in this case warranting a departure from it.
[69] The amount awarded for funeral costs is intended to reimburse an actual expense
incurred in direct connection with death. It is of a different character than the balance
36 Defendant’s Outline [181].
37 Ex 26, Tabs 14, 15.
38 Defendant’s Outline [182].
39 T6-58, L 45.
-- 18 of 74 --
19
of the award. Full reimbursement of that expense ought be assured. In the event the
total award exceeds $500,000 I will award the full funeral cost and apportion the
balance of the $500,000 as discussed above.
Credibility of information relied on
[70] Much of the information needed for the assessment process came from the plaintiffs’
witnesses, including the content of their witness statements provided pursuant to a pre-
trial direction and exhibited largely in lieu of evidence in chief. The defendant
submitted generally that the information advanced through the plaintiffs’ witness
statements was unreliable ―because most of the witnesses were unable or unprepared to
respond to important questions asked in cross-examination‖.40
[71] I reject that submission. I detected no such general trend of witness inability or
unwillingness to answer questions. There were times when the indigenous witnesses
of the plaintiff appeared to be slow in answering questions or seemed confused by the
wording of questions. These are traits well known by the court as common to many
indigenous witnesses from remote communities. Eliciting information from such
witnesses is difficult enough for the purposes of taking a written statement. However,
in a courtroom it requires particular patience and the use of questioning genuinely
rather than superficially calculated at actually obtaining information. The cross-
examination in the case was entirely courteous and proper, but, as might be expected of
cross-examination, it was not of a nature likely to have obtained significant amounts of
detailed information from such witnesses.
[72] The examination and cross-examination of the witnesses in court did not, in the general
sense asserted by the defendant, indicate the information provided in the witness
statements ought be regarded as unreliable.
Fund management fees
[73] The plaintiff claims fund management fees as charged from time to time by the Public
Trustee of Queensland according to the Public Trustee Act 1978 (Qld) and regulations
on all claims in respect of minors.41
[74] The defendant submits the plaintiff has not pleaded or particularised any claim for fund
management fees in respect of any of the children of the deceased persons.
[75] The calculation of any management fees that might be awarded turns upon the
quantum of the awards I will make. It was common ground between the parties that
the potentially complicated calculation of management fees would be best left for
further submissions failing agreement on the topic between the parties once my reasons
are known. However, it also appeared to be common ground that in the event an award
exceeds $500,000 and the award is thus capped at $500,000, the issue is academic.
[76] As will be seen the awards in four of the five cases will reach the capped amount.
Further, in the one claim falling short of that mark the relevant dependent has already
come of age and will not need fund management. There is therefore no need to reserve
this issue for further consideration after delivery of my reasons.
40 Defendant’s Outline [27]
41 See Further Updated Statements of Loss and Damage.
-- 19 of 74 --
20
Superannuation
[77] The defendant submits that because superannuation contributions are not available
until retirement, the prospect of the spouses of the deceased enjoying that financial
benefit was remote and so speculative as to warrant heavy discounting if allowed at all.
[78] The plaintiff acknowledged one way to make allowance for superannuation was to take
it into account as a generally positive contingency, rather than assess it specifically.
The alternative of a purported specific assessment would be so qualified by variables
that would be unlikely to deliver precision.
[79] In the circumstances, in determining the appropriate discounting in respect of the
future loss of income of surviving spouses I will simply have general regard to
superannuation as a positive contingency.
Interest and costs
[80] The defendant submits the financial cap on liability in s 31 of the Commonwealth Act
is inclusive of interest and legal fees. The liability to which s 31 refers, as is apparent
from s 28 and s 35, is the liability for damage sustained by reason of the death.
[81] On the ordinary meaning of that language costs do not fall within the capped amount,
because they are not part of the value of the damage sustained. Rather, they represent
the separate financial consequence of the plaintiffs having to institute proceedings to
recover that which the defendant is obliged by law to pay.
[82] This conclusion accords with the conclusion reached by Applegarth J in Thornton v
Lessbrook Pty Ltd,42 following Colombera v MacRobertson Miller Airlines.43
[83] As to whether interest falls within or without the capped amount, the view that interest
is not included in the capped amount was adopted in South Australia in Saunders v
Ansett Industries.44 The liability to which the cap applies is the damage sustained by
reason of the death. Interest is arguably not part of the value of that damage because
the damage sustained is the pecuniary value of the loss of expected benefit at the time
of death, not the time of judgment.
[84] The value of the loss at the time of death obviously did not include interest. The
purpose in awarding interest is to ensure adequate compensation for the plaintiffs
having been deprived of the pecuniary value of their loss during the lapse in time
between the loss and the judgment. Put differently, it is to ensure a plaintiff is not
financially disadvantaged in the quantum of its award by delays in a defendant
honouring or being forced to honour its lawful obligation.
[85] However, delays are not always the fault of a defendant. Delay in litigation can
sometimes be the result of the unrealistic expectations of a plaintiff or other variables
over which a carrier has little control. It would be a curious outcome if a provision
intended to cap carriers’ financial liability left carriers liable to pay more than the cap
by reason of the vagaries affecting the speed of disposition of cases in the jurisdiction
where the action proceeds.
42 [2010] QSC 308, [143]-[147].
43 [1972] WAR 68.
44 (1975) 10 SASR 579.
-- 20 of 74 --
21
[86] The better view is that the amount of the cap on liability is inclusive of any interest.
That was the preferred view in Swiss Bank Corp v Brink’s MAT Ltd.45 That matter was
followed in SS Pharmaceutical Co Ltd & Anor v Qantas Airways Ltd,46 which the
plaintiff accepts is the most persuasive authority on the point.47
[87] The correct interpretation then is that s 31’s limitation on financial liability is inclusive
of interest.
Workcover payments
[88] Workcover has made substantial payments to persons in consequence of the deaths
with which the present claims are concerned.48 Not all of those persons are dependents
entitled to damages in the present claims.
[89] Section 207B of the Workers’ Compensation and Rehabilitation Act 2003 (Qld) in
effect provides an amount paid by Workcover as compensation to a person is a first
charge on any amount of damages recovered by the person to the extent of the amount
paid and the entity from whom damages are recoverable must pay Workcover the
damages to the extent of the amount of the first charge.
[90] The plaintiff submits this provision raises the risk that the defendant’s insurer might
pay all damages to Workcover notwithstanding that there will not be a complete
coincidence in identity of the dependents who are awarded damages in the claims and
the persons who received compensation from Workcover. The plaintiff therefore seeks
a stay of the judgment once pronounced, with a view to advancing argument before me
about the distribution of the damages payments.
[91] The plaintiff’s submission is premised on the defendant erroneously paying money to
Workcover in an amount greater than that component of the compensation that was
paid by Workcover to the successful dependents in these claims. There is no reason at
this stage to assume the defendant will make such an error. Indeed, it is contrary to its
financial interests to do so. It cannot wash its hands of its obligation to pay damages
by making erroneous payments to Workcover.
[92] In the circumstances I will not delay or stay judgment to accommodate argument on an
issue that is presently academic.
[93] Each of the claims now falls for consideration in the light of the foregoing overview.
45 [1986] QB 853.
46 (1988) 92 FLR 231 244, 245.
47 Plaintiffs’ Outline [199].
48 Ex 21-25.
-- 21 of 74 --
22
EMILY KEPA, FOR AND ON BEHALF OF THE ESTATE AND
DEPENDENTS OF FRANK BILLY (191 OF 2007)
Persons concerned
[94] The persons concerned in this claim are:
Deceased: Frank Lawrence William Billy, born 23 March 1984
His de facto wife: Emily Kepa, born 15 February 1976 (now 36)
His children: Sebastian Billy, born 8 October 2001 (18 in 2019)
Xavier Joseph Billy, born 10 February 2003 (18 in 2021)
Kurtrinah Kepa-Billy, born 30 December 2003 (18 in 2021)
His natural mother: Bessie Billy
[95] The plaintiff asserts that in addition to the above persons, Gordon and Gloria Solomon
also come within the Commonwealth Act’s definition of family members. No
sufficient evidence has been advanced that they do.
[96] The relevant evidence was given in the statement of Emily Kepa:
―Frank was a member of a large extended indigenous family. His
natural father was Lionel Solomon and his natural mother was Bessie
Billy. I am not entirely certain of the identity of his adoptive father
and mother, but I think it was either Gordon and Gloria Solomon or
the mother, Marjorie Solomon.‖49
[97] That evidence is ambiguous as to whether Gordon and Gloria Solomon were in fact the
persons who traditionally adopted Frank Billy but as already explained traditional
adoption will not make a person a family member within the meaning of the
Commonwealth Act. There is no evidence that Gordon or Gloria Solomon come within
any of the relationships within the Act’s definition of family member. They are not
potential beneficiaries of an award under the Act.
Background
[98] Before Frank Billy’s death he, his de facto wife Emily Kepa and their three children
lived at 41 Ware Street, Injinoo.
[99] Frank Billy and Emily Kepa had been in a permanent relationship since 2000.
[100] At the time of Frank Billy’s death, Emily Kepa was occupied caring for their children
and not in paid employment.50
[101] The defendant emphasised that since the crash Emily Kepa has had two children to
other men, one of whom visits her from time to time and provides some assistance
around the home. The evidence fell well short of there being any concrete intention to
49 Ex 4, Page 2.
50 Ibid 3.
-- 22 of 74 --
23
enter into a permanent de facto relationship and of any material financial beneficial
consequences. Such limited evidence of assistance by her male visitor as was given
was not materially relevant to quantifying the value of her loss.
[102] Ms Kepa’s statement only referred to one of the two children she had had since the
crash. However, the one she did not mention was traditionally adopted out. This is an
obvious explanation why her statement did not mention the child. I detected no lack of
candour in Ms Kepa. She appeared to be a credible witness.
Income – past loss of benefit
[103] At the time of his death, Frank Billy was employed as an apprentice carpenter by the
Injinoo Community Council. The apprenticeship was funded by the Commonwealth
Development Employment Project Scheme (―CDEP‖). He commenced the
apprenticeship on 31 March 2003 and was due to complete it on 29 March 2007.51
[104] Forecasting his likely income until the point he was due to complete his apprenticeship
on 29 March 2007 is relatively straightforward. However, the parties are poles apart as
to what was likely to then follow.
[105] The defendant submits Frank Billy would not have completed his apprenticeship and
that even if he did there is scant evidence of his prospects of consistent employment as
a carpenter. It submits that the most appropriate guide to his likely future income is the
median total personal weekly income figure published in the Australian Bureau of
Statistics Census Profile for Injinoo.
[106] The plaintiff submits Frank Billy would have completed his apprenticeship and
progressed at the very least to employment as an employed carpenter. While there was
evidence led of the potentially higher income he could earn as a subcontract carpenter
or a carpenter in the mining industry that was not pressed as a basis for assessment.
That moderation in approach is appropriate in light of Emily Kepa’s evidence. She
said Frank Billy enjoyed construction work and was looking forward to being a
carpenter in the community and Torres Strait region. However while she said he might
even have pursued work in big construction projects a little further afield he was
unlikely to move away from his local community for lengthy periods.
[107] It ought be appreciated that in not pressing for an assessment of Frank Billy’s future
income by reference to the income he could potentially earn as a subcontract carpenter
or carpenter in the mining industry the plaintiff was not conceding such a possibility
was completely unlikely. Not all contingencies are adverse. The favourable
contingency that Frank Billy might potentially have earned more than an employed
carpenter is not fanciful.52 It remains of background relevance in identifying what
discounting for contingencies ought occur in the imprecise exercise of forecasting
likely income.
[108] Even though the plaintiff’s submission only relies upon income levels of employed
carpenters it nonetheless gives rise to a significantly higher forecast income than the
defendant’s submission. For instance, in the 2006 Census Profile the relevant median
51 Ibid.
52 The example of Mimia Whap, who was a parks and gardens labourer at the time of the crash and is
now earning over $80,000 a year truck driving in the mines, demonstrates significant increases in
income for persons from remote communities are not fanciful.
-- 23 of 74 --
24
total personal weekly income figure was $222 per week and in the 2011 Census Profile
it had increased to $313 per week.53 In comparison, Frank Billy’s after tax weekly
income if still an apprentice carpenter in 2006 would likely have been about $431 and
if an employed carpenter presently would likely have been about $920.54 Thus, Frank
Billy would have earned about twice the local median personal weekly income as an
apprentice and about three times that figure as an employed carpenter.
[109] The defendant’s submission appears to be particularly parsimonious when it is realised
the income level for which the defendant submits – the local median personal weekly
income – is less than the income Frank Billy was on when he was killed by the crash of
the defendant’s plane.
[110] In support of its submission the defendant referred to the records of Tropical North
Queensland Institute of TAFE, which was the registered training organisation for
Frank Billy’s apprenticeship.55 The defendant emphasised that despite the
apprenticeship having been underway for about two years at the time of the crash it
appears from the TAFE records produced at trial that Frank Billy was yet to complete
any of the 38 requisite TAFE units or subjects56 and he had a poor attendance record at
Cairns TAFE.57
[111] There was not much other evidence giving any insight into the probability of Frank
Billy completing the apprenticeship. There was, for instance, no evidence from his
work supervisor as to his work performance. Nor was there any evidence of a material
past work history. The question of whether Frank Billy had worked prior to
commencing the apprenticeship was raised briefly with Emily Kepa in cross-
examination but she gave inconsistent answers in a manner suggesting she did not
understand the question.58 It appears from the Injinoo Community Council records that
Frank Billy had been in employment with Council in 2002, prior to the commencement
of his apprenticeship.59 That evidence gives no material insight into the nature of
Frank Billy’s work history preceding the apprenticeship.
[112] The defence submits in effect that in the absence of some other information about
Frank Billy’s work ethic and ability the TAFE records ought prompt the conclusion
Frank Billy would not have completed his apprenticeship.
[113] While information about Frank Billy’s past history of application in work might have
assisted, its absence does not warrant an adverse inference. Frank Billy was only 21
when he was killed and it was certainly not suggested to Emily Kepa that during his
short adulthood he had exhibited any lack of industry.
[114] As to the TAFE records, they might not be complete. The records show Frank Billy
likely travelled to Thursday Island for carpentry training to occur there on 12 to 16
January 2004 but there were no records produced about the training or course then
conducted at Thursday Island.60 It was ascertained in cross-examination of Ms
53 Ex 26, Tab 9; Ex 29, KN2, Page 9. These figures apparently indicate gross income although since
July this year a gross weekly income of $313 would be below the tax-free threshold.
54 Ex 4, Page 61.
55 Ex 26, Page 91.
56 Ibid 75 (Academic Advisement Report).
57 Ibid 68, 69.
58 T1-37, L 44, 51.
59 Ex 4, Page 87.
60 Ex 26, Page 89.
-- 24 of 74 --
25
Kinbacher, who produced the TAFE records, that there is a TAFE on Thursday Island
and that while the TAFE records produced should have included records about Frank
Billy from the Thursday Island TAFE, such records may have been destroyed because
more than 7 years has lapsed.61
[115] Despite the TAFE records potentially being incomplete it is unlikely they are
completely misleading as to Frank Billy’s lack of progress in completing the requisite
units. But the fact remains that Frank Billy was still actively engaged in the course.
Evidence was given that earlier listed course subjects tend to be easier and take less
time than the later listed subjects62 and that it is possible to catch up on units in later
blocks of attendance.63 Therefore, a lack of completion of subjects at an early stage
was not necessarily a critical problem. The only evidence from TAFE as to what the
tolerable or expected rate of completion was supposed to be was that extensions could
be given at the end of the course in the event some or all of the units were not yet
completed.64
[116] Further, there was no challenge in cross-examination of Emily Kepa to her evidence
that it was anticipated Frank Billy would have completed his apprenticeship in March
2007, that is, within the usual time. Admittedly, this would have been more helpful
evidence had there been some greater detail to it. But Emily Kepa’s relationship with
the deceased meant she was well placed to make this assertion of fact.
[117] Notwithstanding the unchallenged evidence of Emily Kepa on this issue it is
reasonable nonetheless to also accord weight to the TAFE records as an indicator that
Frank Billy may have taken more than four years to complete his apprenticeship. At
the very least, some graduated discounting of Frank Billy’s forecast income is called
for to allow for the contingency that Frank Billy may have taken more than four years
to complete his apprenticeship.
[118] While the significance of Emily Kepa’s unchallenged evidence has been tempered by
the TAFE records it does not follow persuasive weight should not be afforded to her
unchallenged evidence that it was anticipated Frank Billy would actually complete his
apprenticeship. To the contrary it falls to be considered with other evidence suggesting
Frank Billy was motivated to and would receive support to help him complete his
apprenticeship.
[119] Ms Kinbacher confirmed there was funding to support students with challenging
circumstances.65 Frank Billy remained employed as an apprentice. The TAFE records
demonstrate he remained enrolled. Notably they confirm that when Frank Billy was
killed he was actually on board the flight for the purpose of flying to Cairns to attend
his TAFE course.66 That fact provides some poignant further support for the conclusion
that Frank Billy was committed to pursuing his qualification.
[120] On the whole of such limited evidence as there is giving insight into this topic I reject
the argument that Frank Billy’s income should be assessed as if he would not have
completed his apprenticeship and will proceed on the basis he probably would have
61 T5-26, T5-27.
62 T5-14, L 25.
63 T5-25, L 20.
64 T5-17, L 50.
65 T5-23, T5-24.
66 Ex 26, Page 89.
-- 25 of 74 --
26
completed it. The probability of him completing his apprenticeship involves such
uncertainty that his likely income obviously ought not be assessed as if it was a near
certainty that he would have succeeded. From what starting point should that degree of
probability be reflected? For instance, should the starting point be the mean weekly
income then adjusted upwards or the income of a qualified carpenter then adjusted
downwards?
[121] The use of the mean weekly income in the region as a starting point is inconsistent
with the reality that Frank Billy was already earning more as an apprentice than
someone on the mean weekly income at the time of his death. In the circumstances of
this case it is preferable to have regard to his forecast income as an apprentice and then
employed carpenter and discount it to reasonably reflect the degree of uncertainty
associated with him finishing his apprenticeship and becoming an employed carpenter.
[122] The discount should also be sufficiently significant to cater for the contingency that
after completing his apprenticeship he may not have secured and maintained secure
employment. There was little evidence giving helpful insight into the probability of
him securing and maintaining employment as an employed carpenter in his region.
There is higher than average unemployment in the area and much employment is under
the CDEP, which does not enjoy high success in moving its participants into
employment beyond the scheme.67
[123] A discount of 35 per cent would adequately reflect the degree of uncertainty associated
with the probability of Frank Billy completing his apprenticeship and securing and
maintaining work as an employed carpenter. While the level of uncertainty might
arguably warrant an even higher discount it ought be borne in mind a materially greater
discount would result in a forecast income close to the level he was on as an apprentice
when he died. Furthermore, the discount of 35 per cent will apply to Frank Billy’s
forecast potential income only as an employed carpenter and not the potentially higher
income that Frank Billy might have earned if he secured work as a subcontract
carpenter or a carpenter in the mining industry. As earlier mentioned the contingency
that he might have achieved more remunerative employment than that of an employed
carpenter cannot be ignored.
[124] Mark Thompson, a forensic accountant, provided summaries in respect of Frank
Billy’s likely income as an apprentice and then employed carpenter in Sch A to his
report.68 The foundations69 and calculations for the figures there identified appear to
be correct. They are used in the below forecast of Frank Billy’s likely income.
[125] The likely after-tax income of Frank Billy between the date of the Lockhart River air
crash and the present, had he not died, was as follows:
Date Weeks Weekly Amount Total Discounted By Adjusted Total
07.05.05 –
29.03.06
47 $403.35 $18,957.45 0 per cent $18,957.45
67 See, eg, Ex 26, Tabs 9, 10.
68 Ex 4, Page 61.
69 See also evidence of Heather Van Dort.
-- 26 of 74 --
27
29.03.06 –
29.03.07
52 $430.96 $22,409.92 0 per cent $22,409.92
30.03.07 –
30.06.07
13 $498.38 $6,478.94 10 per cent $5,831.05
01.07.07 –
30.06.08
52 $637.50 $33,150.00 20 per cent $26,520.00
01.07.08 –
30.06.09
52 $719.71 $37,424.92 25 per cent $28,068.69
01.07.09 –
30.06.10
52 $787.50 $40,950.00 30 per cent $28,665.00
01.07.10 –
30.06.11
52 $858.17 $44,624.84 35 per cent $29,006.15
01.07.11 –
30.06.12
52 $919.23 $47,799.96 35 per cent $31,069.97
01.07.12 –
12.10.12
15 $919.23 $13,788.45 35 per cent $8,962.49
TOTAL $199,490.72
[126] Applying the figures in table 9.1 in Luntz on Damages the total dependency for three
children, where the income of the spouse was zero, is 79 per cent. The table suggests
that 28.9 per cent of the total should be attributed to Emily Kepa and 16.7 per cent
should be attributed to each child. This yields the sum of $57,652.82 to Emily Kepa
and $33,314.95 to each child.
[127] There should be some general allowance for the vicissitudes of life by the discounting
of those figures. A discount of 15 per cent, which is commonly adopted in personal
injuries cases in Queensland,70 is appropriate. This makes the loss of past benefit to
Emily Kepa $49,004.90 and the loss to each of the children $28,317.71.
Income – future loss of benefit
[128] For reasons already explained, Frank Billy’s future income ought be assessed by
reference to his likely earnings if he were to work as an employed carpenter,
discounted by 35 per cent.
[129] Continuing the above discussed use of Sch A of Mr Thompson’s report, Frank Billy’s
weekly after-tax income if working as an employed carpenter would likely have been
$919.23 in 2012 and $920.19 in 2013. On the available materials the figure would
largely have plateaued from then onwards. In the circumstances in assessing future
income I will simply adopt a weekly after-tax income figure of $920.19 discounted by
35 per cent to $598.12.
70 See, eg, Thornton v Lessbrook Pty Ltd [2010] QSC 308, [98]-[100].
-- 27 of 74 --
28
[130] Allowing $598.12 net a week for a period of seven years (when Sebastian reaches the
age of 18) (309 multiplier) yields $184,819.08. For Emily Kepa 28.9 per cent of that
sum yields $53,412.71. For each of the children 16.7 per cent of that sum yields
$30,864.79 each for that period.
[131] For about one year thereafter, the relevant family members will comprise Emily Kepa
and the two children, Xavier and Kurtrinah. Allowing $598.12 a week for one year in
about eight years time (37 multiplier) yields $22,130.44. Emily Kepa’s entitlement is
34.4 per cent thereof or $7,612.87 and the children’s percentage is 20.8 per cent or
$4,603.13 each.
[132] For about one year thereafter, the relevant family members will comprise Emily Kepa
and Kurtrinah. Allowing $598.12 a week for one year in about nine years time (34
multiplier) yields $20,336.08. Emily Kepa’s entitlement is 43.8 per cent thereof or
$8,907.20 and Kurtrinah’s percentage is 28.1 per cent or $5,714.44.
[133] Had Frank Billy survived he would currently be 28 years of age. The plaintiff
submitted he could have expected to work for a further 39 years, until aged 67. The
defendant submitted that is unrealistic, emphasising indigenous life expectancy for
indigenous men is 68 compared to 78 for non-indigenous persons.71 The defendant
subsequently submitted the lower than average life expectancies of the region, and thus
the heightened prospect of early death prior to ordinary retirement age, warranted a
higher than average discount for the vicissitudes of life.72 Such modest discounting, as
is, for reasons explained at [65] above, warranted by that aspect will be subsumed in
the discount for vicissitudes addressed below. The defendant initially also submitted it
was apparent from the 2006 Census Profile that males tended to drift out of
employment after their mid-40s. However, it properly later disclosed the 2011 Census
Profile and acknowledged it shows there is no longer a significant drop of males in
work once they reach the 55-64 age bracket.73 In all of the circumstances I will assume
Frank Billy would have worked for another 37 years, to age 65.
[134] Allowing $598.12 a week for a period of 37 years in 10 years time (481 multiplier)
yields $287,695.72. Applying a dependency to the extent of 65.6 per cent of that sum
allows Emily Kepa $188,728.39.
[135] The plaintiff acknowledges, and I find, a further discount of the sum should be allowed
for the prospect, acknowledged by Emily Kepa,74 that as the children grew older she
might have returned to work and thereby have been less reliant on Frank Billy’s
income. Allowing for that prospect by a discount of 20 per cent is reasonable. That
reduces the amount allowed to Emily Kepa to $150,982.71.
[136] The plaintiff submits an overall discount of 15 per cent on each of the claims for future
economic loss should be applied to allow for the vicissitudes of life. The defendant
contends the discount should be more substantial, particularly emphasising the lower
than average life expectancies and higher than average impact of chronic diseases
experienced by indigenous persons. As already discussed I will not vary any discount
by more than a couple of per cent to allow for that consideration in the absence of more
specific evidence. I do not regard the fact that Emily Kepa was eight years senior to
71 T5-48, L 50, Ex 26, Tab 5.
72 T6-14.
73 Ex 29, KN2.
74 Ex 4 , Page 4.
-- 28 of 74 --
29
Frank Billy as being evidence of a character warranting a particularly high discount.
Here the more relevant factor is the long future period being assessed. When that
feature is considered in conjunction with the couple of per cent discount mentioned
above a discount of 25 per cent is reasonable to make allowance for the vicissitudes of
life in respect of the award for Emily Kepa. However in respect of the children, whose
compensable period is less, the discount should be 20 per cent.
[137] Applying a discount of 25 per cent for Emily Kepa and 20 per cent for the children
gives rise to total awards for future economic loss as follows:
Emily: $53,412.71
+ $7,612.87
+ $8,907.20
+ $150,982.71 = $220,915.49
$220,915.49 x .75 = $165,686.62
Sebastian: $30,864.79 x .8 = $24,691.83
Xavier: $30,864.79
+ $4,603.13 = $35,467.92
$35,467.92 x .8 = $28,374.37
Kurtrinah: $30,864.79
+ $4,603.13
+ $5,714.44 = $41,182.36
$41,182.36 x .8 = $32,945.89
Services – past loss of benefit
[138] Billy would mow the lawn every second week75 and maintain the garden of the family
home and help with the cooking and cleaning and heavier household chores. Emily
Kepa estimates the performance of such services would take at least eight hours per
week.76
[139] He would assist with the care of the children at home and often take them to the beach
for a couple of hours at a time on Sundays. Emily Kepa estimates he would take care
of the children for about ten hours per week.77 Emily Kepa gave evidence that Frank
Billy would provide educational guidance to the children that in a cultural context
included how to hunt for fish, turtle, dugong and seafood.78 There was no evidence
given as to how long any of the educational guidance would take so I will infer it
occurred during those hours when Frank Billy was in any event caring for the children.
[140] Frank Billy would assist his natural mother by mowing her lawn and taking her
shopping about once a month for two hours,79 that is, an average of half an hour per
week.
75 T1-35, L 33.
76 Ex 4, Page 10.
77 Ibid 10.
78 T1-30, L 18.
79 Ex 4, Page 8.
-- 29 of 74 --
30
[141] He would go fishing for all of one day, sometimes going out on a second day, about
every second weekend. Sometimes he would go out at fishing at night.80 Emily Kepa
estimates the hours he spent fishing averaged eight hours per week.81 It appears that in
addition to Frank Billy’s household, Bessie Billy would also receive some of the
catch.82
[142] The hours of domestic care and assistance to Emily Kepa should be assessed at eight
hours per week. Allowing eight hours a week at $20 per hour for a period of 387 weeks
to the present yields $61,920.
[143] In respect of the children, there should be an allowance of 10 hours per week at $20
per hour for 387 weeks in the sum of $77,400. That yields $25,800 for each of the
three children.
[144] As for Bessie Billy, there should be an allowance of half an hour per week at $20 per
hour for a period of 387 weeks yielding a sum of $3,870.
[145] In respect of hunting and fishing, the service ought be valued at $25 per hour given the
special skill involved. However, allowing for the full time that Frank Billy would be
away hunting and fishing would not reflect the evidence that some component of the
catch was distributed to persons who are not dependents and thus some component of
the time spent was not attributable to servicing the dependents in this claim. To take
into account those features, I will discount the time spent by 20 per cent to 6.4 hours
per week. This equates to $160 a week, which is by no means a disproportionate
outcome in the circumstances.
[146] Allowing 6.4 hours a week at $25 an hour, that is, $160 per week, for a period of 387
weeks yields a sum of $61,920. This should be divided equally between Emily Kepa,
the children and Frank Billy’s mother, to yield a sum of $12,384 each.
[147] Applying the above discussed discount of 15 per cent for vicissitudes of life gives rise
to total awards for past loss of the benefit of services as follows:
Emily: $61,920 + $12,384 = $74,304 x .85 = $63,158.40
Sebastian: $25,800 + $12,384 = $38,184 x .85 = $32,456.40
Xavier: $25,800 + $12,384 = $38,184 x .85 = $32,456.40
Kurtrinah: $25,800 + $12,384 = $38,184 x .85 = $32,456.40
Bessie: $3,870 + $12,384 = $16,254 x .85 = $13,815.90
Services – future loss of benefit
[148] The determination of the award for future loss of services should be generally
consistent with the above approach although consistently with the approach to future
loss of income I will apply a discount of 25 per cent for the vicissitudes of life in
80 Ibid 9.
81 Ibid 10.
82 Ibid.
-- 30 of 74 --
31
respect of the awards for Emily Kepa and Bessie Billy and 20 per cent in respect of the
children.
[149] The plaintiff submits the house and maintenance services are likely to have continued
until Frank Billy reached the age of 70 in about 42 years. While such services can be
performed until such an age, assuming good health, it may reasonably be inferred there
would be a tapering off in the time spent on such tasks in the latter years. I will
therefore adopt 65 years of age as a cut-off point, that is, a further 37 years.
[150] Allowing eight hours a week at $20 per hour ($160 each week) for a period of 37 years
(894 multiplier) yields the sum of $143,040.
[151] The dependent children will progressively come of age during the first nine of those 37
years. The duration of some, but not all, of the tasks the deceased would have
performed had he lived would have eased as the children grew older and in turn ceased
dependency.83
[152] Allowing for that consideration, the aforementioned sum of $143,040 should be
reduced by 15 per cent to $121,584.
[153] The plaintiff submits Emily Kepa’s share of the fishing would also have continued to
be provided for 42 years but for the reason given above I will allow a further 37 years
to age 65. Allowing $32 a week (1/5 of the above identified $160 per week) for a
period of 37 years (894 multiplier) yields a sum of $28,608.
[154] This gives rise to a total future loss of benefit of services allowance for Emily Kepa of
$150,192. That should be reduced by 25 per cent for contingencies giving rise to the
sum of $112,644.
[155] The plaintiff submits for an allowance in respect of fishing for Bessie Billy during a
period of 20 years. While Bessie Billy’s year of birth was opened as 1958,84 the
evidence merely established she is presently in her fifties. In the circumstances I will
allow a further 15 years. Allowing $32 a week for a period of 15 years (555
multiplier) yields a sum of $17,760. Applying a 25 per cent discount for contingencies
yields $13,320.
[156] As to the children, they would share 10 hours per week at $20 per hour. That is $66.67
each per week. They would also receive a share of the fishing at $32 per week, giving
rise to a total of $98.67 per week by way of ongoing service.
[157] Allowing $98.67 a week for Sebastian for a period of seven years (309 multiplier)
yields $30,489.03. Applying a 20 per cent discount for contingencies yields
$24,391.22.
[158] Allowing $98.67 a week for Xavier for a period of eight year’s (346 multiplier) yields
$34,139.82. Applying a 20 per cent discount for contingencies yields $27,311.86.
[159] Finally, allowing $98.67 a week for nine years (380 multiplier) for Kurtrinah yields
$37,494.60. Applying a 20 per cent discount for contingencies yields $29,995.68.
83 See [55], [56] above.
84 T1-17, L 10.
-- 31 of 74 --
32
Funeral expenses
[160] Section 35(7) of the Commonwealth Act provides the damages recoverable include the
reasonable expenses of the funeral of the deceased.
[161] An award of $5,065.50 for funeral expenses paid by Workcover is sought.85 There is
no issue taken by the defendant in respect of the reasonableness of that amount.
[162] Emily Kepa deposed to there likely being a tombstone opening for Frank Billy’s
gravesite in the future but no evidence was given regarding the associated cost. The
plaintiff did not submit for an award in respect of it.
[163] There should be an award of $5,065.50 for funeral expenses.
Management fees
[164] There is no need to consider management fees because the award total exceeds
$500,000.
Total award
[165] The total award is therefore:
Dependent Past
Economic
Loss
Future
Economic
Loss
Past Loss
Services
Future Loss
Services
Total
Emily $49,004.90 $165,686.62 $63,158.40 $112,644.00 $390,493.92
Sebastian $28,317.71 $24,691.83 $32,456.40 $24,391.22 $109,857.16
Xavier $28,317.71 $28,374.37 $32,456.40 $27,311.86 $116,460.34
Kurtrinah $28,317.71 $32,945.89 $32,456.40 $29,995.68 $123,715.68
Bessie $13,815.90 $13,320.00 $27,135.90
Funeral $5,065.50
Total $772,728.50
[166] That amount is fair and reasonable but it exceeds the $500,000 limit, so there will be
judgment for the plaintiff against the defendant in the sum of $500,000.
[167] Deducting the funeral costs leaves a remaining award of $494,934.50.
85 Ex 23; Further Updated Statement of Loss and Damage.
-- 32 of 74 --
33
Apportionment
[168] Subject to the deduction from that balance of any costs not recovered from the
defendant, the balance shall be divided proportionately among the remaining
dependents.
[169] The proportionate entitlements are calculated as follows:
$772,728.50 - $5,065.50 (funeral expenses) = $767,663 for percentage
apportionment
Emily: 100/767,663 x 390,493.92 = 50.87 per cent
Sebastian: 100/767,663 x 109,857.16 = 14.31 per cent
Xavier: 100/767,663 x 116,460.34 = 15.17 per cent
Kurtrinah: 100/767,663 x 123,715.68 = 16.12 per cent
Bessie: 100/767,663 x 27,135.90 = 3.53 per cent
Orders
[170] My orders in claim 191 of 2007 are:
1. Judgment for the plaintiff (Emily Kepa, for and on behalf of the estate and
dependents of Frank Billy, deceased) against the defendant in the sum of
$500,000.
2. I direct pursuant to s 35(9) of the Civil Aviation (Carriers’ Liability) Act
1959 (Cth) that:
(a) $5,065.50 of the judgment sum is payable for funeral expenses;
(b) the balance of the judgment sum, after deduction from it of any costs
not recovered from the defendant, shall be divided amongst the
following persons in the following proportions:
(i) Emily Kepa 50.87 per cent
(ii) Sebastian Billy 14.31 per cent
(iii) Xavier Joseph Billy 15.17 per cent
(iv) Kurtrinah Kepa-Billy 16.12 per cent
(v) Bessie Billy 3.53 per cent
3. I will hear the parties as to costs.
-- 33 of 74 --
34
FLORENCE KEPA, FOR AND ON BEHALF OF THE ESTATE AND
DEPENDENTS OF FRED BOWIE (192 OF 2007)
Persons concerned
[171] This claim concerns the following persons:
Deceased: Fred Bowie, born 8 July 1979.
His de facto wife: Florence Patricia Kepa, born 17 January 1984 (now 28)
His children: Bettina Bowie, born 28 September 2000 (18 in 2018)
Leon Bowie, born 24 September 2001 (18 in 2019)
Renia Bowie, born 21 September 2003 (18 in 2021)
Solomon Bowie, born 5 November 2004 (18 in 2022)
Fred Bowie Junior, born 10 November 2005 (18 in 2023)
[172] Fred Bowie Junior had not actually been born at the time of Fred Bowie Senior’s
death. Florence Kepa was then pregnant with Fred Junior. Section 35(5) of the
Commonwealth Act did not expressly address whether or not a passenger’s child born
after the passenger’s death was, for the purposes of s 35(3), a child of the passenger.
There is no doubt that Fred Bowie Junior was a child of the deceased but it is less clear
whether it can be said Fred Bowie Junior sustained damage within the meaning of s
35(3) by reason of his father’s death. In that regard there is no suggestion that his
position, once born, was any different than that of his siblings who had lived in the
deceased’s household. The issue, if there is one, is that assessment of loss occurs by
reference to the position at the time of death and at that time Fred Bowie Junior was
conceived but not yet born. Can he be said to have sustained damage by reason of his
father’s death?
[173] The legislation’s obvious purpose is to compensate a deceased’s family members who,
but for the death, would have received financial and other support from the deceased.
Fred Bowie Junior, conceived but not yet born at the time of the crash, would
inevitably have received such support. Taking a purposive approach86 to interpreting s
35(3), I conclude he does come within the meaning of the s 35(3) reference to ―such of
the members of the passenger’s family as sustained damage by reason‖ of the death.
[174] Fred Bowie had another child, Kales Kepa, born 20 February 1999. However, she was
traditionally adopted and has lived with her grandmother since she was a few months
old. A passing evidentiary reference to Fred Bowie from time to time giving Mary
Eseli money for the care of Kales involved no indication of the sums involved.87 No
sufficient evidence has been advanced to establish that Kales Kepa sustained damage
by reason of her biological father’s death.88
86 See, eg, Acts Interpretation Act 1954 (Qld) s 14A.
87 T1-64, L 39.
88 The Plaintiffs’ Outline at [73.1] also indicate Bettina Bowie was traditionally adopted, but there
appears to be no evidence to that effect.
-- 34 of 74 --
35
[175] The plaintiff asserts that, in addition to the above dependents, Erris and Mary Eseli, the
parents by traditional adoption of Fred Bowie, should be treated as dependents.
However, for reasons already explained, traditional adoption will not be effective to
found membership of the passenger’s family pursuant to s 35(5) unless the traditionally
adoptive parents are, in any event, related to the deceased by way of the relationships
identified in s 35(5). Fred Bowie was the son of Mary Eseli’s sister.89 The
relationships of aunt or uncle are not listed in s 35(5). It follows Erris and Mary Eseli
are not potential beneficiaries of an award under the Act.
Background
[176] Before Fred Bowie’s death he and his de facto wife Florence Kepa lived with their
children at 17A MacDonald Road, Injinoo, the residence of Fred Bowie’s sister Dulcie
Bowie. They had been living there for about six months while the house they
ordinarily lived in was being renovated.90
[177] Fred Bowie and Florence Kepa had been in a permanent relationship since 2000.
[178] At the time of Fred Bowie’s death, Florence Kepa was occupied caring for their
children and not in paid employment.91
[179] The defendant submitted that evidence of some domestic violence in the relationship
suggested the relationship may not have been destined to last. However, such limited
evidence as there was on this topic did not suggest the relationship was unlikely to be
lasting such as to warrant any variation from conventional discounting for vicissitudes.
[180] The defendant also emphasised Florence Kepa had been in two relationships since the
crash. She also bore a child who was traditionally adopted out. It is not entirely clear
whether that child was the product of the first of the two relationships or some separate
liaison. Florence Kepa was obviously emotionally affected in relation to the first
relationship and reluctant to discuss it. I perceived no dishonesty about this on her
part. She appeared to be a credible, albeit emotionally vulnerable, witness.
[181] There was some limited evidence of the assistance given to her by her present male
friend; however, it was of no material relevance in quantifying the value of her loss.
There was no evidence of an intention to enter into a permanent de facto relationship
with him and no evidence of any material financial beneficial consequences.
[182] Finally, some evidence was led of Florence Kepa receiving assistance with her children
from other adults living at the house she and Fred Bowie had been staying in while
their residence was being renovated. Given the temporary nature of those
arrangements, that assistance is of no material relevance.
Income – past loss of benefit
[183] At the time of his death, Fred Bowie was employed as an apprentice carpenter by the
Injinoo Community Council. The apprenticeship was funded by the CDEP. He
89 Ex 2, Page 14, [5].
90 Ex 2, Page 3; T1-45, L 36.
91 Ex 2, Page 5.
-- 35 of 74 --
36
commenced the apprenticeship on 31 March 2003 and was due to complete it on 29
March 2007.92
[184] As with Frank Billy, forecasting Fred Bowie’s likely income until the point he was due
to complete his apprenticeship on 29 March 2007 is relatively straightforward. The
divergence between the parties about what was likely to then follow involves,
essentially, the same considerations as canvassed above in respect of Frank Billy.
[185] The submissions of the parties on the relevant issues in this context were also largely
the same. My consideration of them is adequately canvassed in the analysis relating to
Frank Billy.
[186] The evidence of Fred Bowie’s TAFE absences was essentially the same as that in
respect of Frank Billy. Unlike Frank Billy, Fred Bowie had at least completed one of
the subjects required for the apprenticeship.93
[187] As with the evidence of Emily Kepa in respect of Frank Billy, Florence Kepa’s
evidence in respect of Fred Bowie, to the effect it was anticipated Fred Bowie would
have finished the apprenticeship about 29 March 2007, was unchallenged.
[188] In all of the circumstances and for the same reasoning as was outlined in respect of
Frank Billy, I will approach the assessment of Fred Bowie’s likely income by reference
to what he would have earned as an apprentice, and then as an employed carpenter. I
will allow some graduated discounting of Fred Bowie’s forecast income to allow for
the contingency that he may have taken more than four years to complete his
apprenticeship. Thereafter, a discount of 35 per cent would adequately reflect the
degree of uncertainty associated with the probability of Fred Bowie completing his
apprenticeship and securing and maintaining work as an employed carpenter.
[189] A forensic accountant, Mark Thompson, provided summaries in respect of Fred
Bowie’s likely income as an apprentice and then employed carpenter in Sch A to his
report.94 The foundations95 and calculations for the figures there identified appear to
be correct. They are used in the below forecast of Fred Bowie’s likely income.
[190] The likely after-tax income of Fred Bowie between the date of the Lockhart River air
crash and the present, had he not passed away, was as follows:
Date Weeks Weekly Amount Total Discounted By Adjusted Total
07.05.05 –
29.03.06
47 $368.85 $17,335.95 0 per cent $17,335.95
29.03.06 –
29.03.07
52 $386.12 $20,078.24 0 per cent $20,078.24
30.03.07 –
30.06.07
13 $501.59 $6,520.67 10 per cent $5,868.59
92 Ibid.
93 Ex 26, Page 24, 25.
94 Ex 2, Page 70.
95 See also evidence of Heather Van Dort
-- 36 of 74 --
37
01.07.07 –
30.06.08
52 $637.50 $33,150.00 20 per cent $26,520.00
01.07.08 –
30.06.09
52 $719.71 $37,424.92 25 per cent $28,068.69
01.07.09 –
30.06.10
52 $787.50 $40,950.00 30 per cent $28,665.00
01.07.10 –
30.06.11
52 $858.17 $44,624.84 35 per cent $29,006.15
01.07.11 –
30.06.12
52 $919.23 $47,799.96 35 per cent $31,069.97
01.07.12 –
12.10.12
15 $919.23 $13,788.45 35 per cent $8,962.49
TOTAL $195,575.08
[191] Applying the figures in table 9.1 of Luntz on Damages, the total dependency for five
children, where the income of the spouse was zero, is 82.8 per cent. The table suggests
that 22.3 per cent of the total should be attributed to Florence Kepa and 12.1 per cent
should be attributed to each child. This yields the sum of $43,613.24 to Florence Kepa
and $23,664.58 to each child.
[192] There should be some general allowance for the vicissitudes of life, by the discounting
of those figures. A discount of 15 per cent is again appropriate. This makes the loss of
past benefit to Florence Kepa $37,071.25 and the loss to each of the children
$20,114.89.
Income – future loss of benefit
[193] For reasons already explained, Fred Bowie’s future income ought be assessed by
reference to his likely earnings if he were to work as an employed carpenter,
discounted by 35 per cent.
[194] Continuing the above discussed use of Sch A in Mr Thompson’s report, Frank Billy’s
weekly after-tax income, if working as an employed carpenter, would likely have been
$919.23 in 2012, and $920.19 in 2013. On the available material, the figure would
likely have plateaued from then onwards. In the circumstances, as in the case of Frank
Billy, in assessing future income, I will adopt a weekly after-tax income figure of
$920.19, discounted for contingencies by 35 per cent to $598.12.
[195] Allowing $598.12 net a week for a period of six years (when Bettina reaches the age of
18) (271 multiplier) yields $162,090.52. For Florence Kepa 22.3 per cent of that sum
yields $36,146.19. For each of the children 12.1 per cent of that sum yields $19,612.95
each for that period.
[196] For about one year thereafter, the relevant family members will comprise Florence
Kepa, and the children Leon, Renia, Solomon and Fred. Allowing $598.12 net a week
for one year in about seven years’ time (38 multiplier) yields $22,728.56. Florence
-- 37 of 74 --
38
Kepa’s entitlement is 25.1 per cent thereof or $5,704.87 and the children’s percentage
is 14 per cent or $3,182.00 each.
[197] For about two years thereafter, the relevant family members will comprise Florence
Kepa, and the children Renia, Solomon and Fred. Allowing $598.12 a week for a
further two years in about nine years’ time (71 multiplier) yields $42,466.52. Florence
Kepa’s entitlement is 28.9 per cent thereof or $12,272.82 and the children’s percentage
is 16.7 per cent or $7,091.91 each.
[198] For about one year thereafter, the relevant family members will comprise Florence
Kepa, and the children Solomon and Fred. Allowing $598.12 a week for about year in
about 10 years’ time (33 multiplier) yields $19,737.96. Florence Kepa’s entitlement is
34.4 per cent thereof or $6,789.86 and Solomon and Fred’s percentages are 20.8 per
cent or $4,105.50 each.
[199] For about one year thereafter, the relevant family members will comprise Florence
Kepa and Fred. Allowing $598.12 a week for one year in about 11 years’ time (31
multiplier) yields $18,541.72. Florence Kepa’s entitlement is 43.8 per cent thereof or
$8,121.27 and Fred’s percentage is 28.1 per cent or $5,210.22.
[200] Had Fred Bowie survived, he would currently be 33 years of age. As with my
reasoning in respect of Frank Billy, I will assume Fred Bowie would have worked for
another 32 years, to age 65.
[201] Attributing $598.12 a week for a period of 32 years in 12 years’ time (395 multiplier)
yields $236,257.40. Allowing a dependency to the extent of 65.6 per cent of that sum
gives Florence Kepa $154,984.85. The plaintiff acknowledges, and I find, a further
discount of the sum should be allowed for the prospect that, as the children grew older,
she might have returned to work and thereby have been less reliant on Fred Bowie’s
income. A discount of 20 per cent makes adequate allowance for that contingency.
That reduces the amount allowed to Florence Kepa commencing from 12 years time to
$123,987.88.
[202] As with Frank Billy, the plaintiff submits an overall discount of 15 per cent on each of
the claims for future economic loss should be applied to allow for the vicissitudes of
life, whereas the defendant contends for a more substantial discount. For the reasons
already articulated in respect of Fred Bowie, a further discount of 25 per cent is
reasonable to make allowance for the vicissitudes of life in respect of Florence Kepa.
However, in respect of the children, the discount should be 20 per cent.
[203] Applying a discount of 25 per cent for Florence Kepa and 20 per cent for the children
gives rise to total awards for future economic loss as follows:
Florence: $36,146.19
+ $5,704.87
+ $12,272.82
+ $6,789.86
+ $8,121.27
+ $123,987.88 = $193,022.89
$193,022.89 x .75 = $144,767.17
Bettina: $19,612.95 x .8 = $15,690.36
-- 38 of 74 --
39
Leon: $19,612.95
+ $3,182.00 = $22,794.95
$22,794.95 x .8 = $18,235.96
Renia: $19,612.95
+ $3,182.00
+ $7,091.91 = $29,886.86
$29,886.86 x .8 = $23,909.49
Solomon: $19,612.95
+ $3,182.00
+ $7,091.91
+ $4,105.50 = $33,992.36
$33,992.36 x .8 = $27,193.89
Fred: $19,612.95
+ $3,182.00
+ $7,091.91
+ $4,105.50
+ $5,210.22 = $39,202.58
$39,202.58 x .8 = $31,362.06
Services – past loss of benefit
[204] Florence Kepa estimates Fred Bowie contributed about 15 hours per week in respect of
household chores and, implicitly, supervision of the children.96 However, the more
specific estimates provided by her fall somewhat short of that total.
[205] On her evidence, Fred Bowie assisted with cooking and the cleaning of the house for a
couple of hours each week. He is said to have mowed the lawn and generally
maintained the house for an hour or two each week, but is also said to have mowed the
lawn and maintained the cars for a couple of hours each week. Reconciling those
overlapping descriptions, I conclude he averaged five hours per week tending to
cooking, cleaning, house maintenance, car maintenance and mowing the lawn.
[206] The hours of domestic care and assistance to Florence Kepa should therefore be
assessed at five hours per week. Allowing five hours a week at $20 per hour for a
period of 387 weeks to the present yields $38,700.
[207] Florence Kepa also gave evidence that Fred Bowie would look after the children for
about an hour per day, with an additional couple of hours on the weekend.97 In the
circumstances, I will allow nine hours per week for taking care of the children.
[208] There should therefore be an allowance of nine hours per week at $20 per hour for 387
weeks in the sum of $69,660. Divided by five, this yields $13,932 for each child.
96 Ex 2, Page 7.
97 Ibid.
-- 39 of 74 --
40
[209] Fred Bowie would hunt for seafood and fish, supplying the household with catches of
fish, turtle, dugong, crabs and crayfish that could last for up to a week or longer. He
would fish, if not every weekend, every second weekend, sometimes staying out
overnight. On some occasions he would fish twice on the same weekend. Florence
Kepa’s estimate of the amount of time he spent fishing, on average, was eight hours
per week.98
[210] The plaintiff claims the service ought be valued at $25 per hour, given the special skill
involved. As with Frank Billy, I agree that is a reasonable approach. I will discount
the time spent hunting and fishing per week to make some allowance for the
inevitability that Fred Bowie was himself a beneficiary of some of the time spent.
However, I will not discount it to the same extent as with Frank Billy, because his
discount also allowed for the fact that some component of the time was attributable to
servicing persons beyond his household. There is no evidence in respect of Fred
Bowie that some of his catch would be supplied to persons beyond his household. In
the circumstances, I will discount the time spent by 10 per cent to 7.2 hours per week.
Allowing 7.2 hours a week at $25 per hour, which is $180 per week, for a period of
387 weeks yields a sum of $69,660. This should be divided equally between Florence
Kepa and the five children to yield the sum of $11,610 each.
[211] Applying the above discussed discount of 15 per cent for vicissitudes of life gives rise
to total awards for past loss of the benefit of services as follows:
Florence: $38,700 + $11,610 = $50,310 x .85 = $42,763.50
Bettina: $13,932 + $11,610 = $25,542 x .85 = $21,710.70
Leon: $13,932 + $11,610 = $25,542 x .85 = $21,710.70
Renia: $13,932 + $11,610 = $25,542 x .85 = $21,710.70
Solomon: $13,932 + $11,610 = $25,542 x .85 = $21,710.70
Fred: $13,932 + $11,610 = $25,542 x .85 = $21,710.70
Services – future loss of benefit
[212] The determination of the award for future loss of services should be generally
consistent with the above approach. However, consistently with the approach to future
loss of income, I will apply a discount of 25 per cent for the vicissitudes of life in
respect of the award for Florence Kepa and 20 per cent in respect of the children.
[213] The plaintiff submits the house and maintenance services are likely to have continued
until Fred Bowie reached the age of 70 in about 37 years’ time. For the same reasons
given in respect of Frank Billy, I will adopt 65 years of age as a cut-off point, that is, a
further 32 years. Allowing eight hours a week at $20 per hour ($160 each week) for a
period of 32 years (845 multiplier) yields the sum of $135,200.
[214] The dependent children will progressively come of age during the first 11 years of
those 32 years. The duration of some, but not all, of the tasks the deceased would have
performed had he lived would have eased as the children grew older and in turn ceased
98 Ibid.
-- 40 of 74 --
41
dependency.99 Allowing for that consideration, the aforementioned sum of $135,200
should be reduced by 15 per cent to $114,920.
[215] The plaintiff submits Florence Kepa’s share of the fishing would also have continued
for 38 years, but, as explained above, I will allow a further 32 years. Allowing $30 a
week (1/6 of the above identified $180 per week) for a period of 32 years (845
multiplier) yields the sum of $25,350.
[216] This gives rise to a total future loss of benefit of services allowance for Florence Kepa
of $140,270. That should be reduced by 25 per cent for contingencies, giving rise to
the sum of $105,202.50.
[217] As to the children, they would share nine hours per week at $20 per hour, that is, $36
each per week. They would also receive a share of the fishing at $30 per week (1/6
each of $180), giving rise to a total of $66 per week by way of ongoing service.
[218] Allowing $66 a week for Bettina for a period of six years (271 multiplier) yields
$17,886. Applying a 20 per cent discount for contingencies yields $14,308.80.
[219] Allowing $66 a week for Leon for a period of seven years (309 multiplier) yields
$20,394. Applying a 20 per cent discount for contingencies yields $16,315.20.
[220] Allowing $66 per week for Renia for a period of nine years (380 multiplier) yields
$25,080. Applying a 20 per cent discount for contingencies yields $20,064.
[221] Allowing $66 a week for Solomon for a period of 10 years (413 multiplier) yields
$27,258. Applying a 20 per cent discount for contingencies yields $21,806.40.
[222] Allowing $66 a week for Fred for a period of 11 years (444 multiplier) yields $29,304.
Applying a 20 per cent discount for contingencies yields $23,443.20.
Funeral expenses
[223] An award of $5,065.50 for funeral expenses paid by Workcover is sought.100 There is
no issue taken by the defendant in respect of the reasonableness of that amount.
[224] The sum of $5,065.50 should be awarded for funeral expenses.
[225] The plaintiff also seeks the sum of $21,223 for a substantial tombstone ordered and
paid for by Mary Eseli. Curiously, this was not incorporated into the plaintiff’s further
updated statement of loss and damage, although the defendant did not take issue with
that omission.
[226] Mary Eseli’s statement explained the significance of the tombstone and corresponding
tombstone opening in her statement:
―One of our traditional customs relates to the death and burial of
deceased persons. When a person dies, a funeral is held and the
person is buried at a cemetery. The funeral is not the end of the
grieving process. After the funeral, the families of the deceased
continue to grieve for a number of years. After the dirt settles on the
99 See [55], [56] above.
100 Ex 24; Further Updated Statement of Loss and Damage.
-- 41 of 74 --
42
place where the person was buried, a ―tombstone‖ is built.
Traditionally, this may have been a collection of rocks or, after the
arrival of Europeans, bottles. Once the tombstone is created, there is
a ceremony known as a Tombstone Opening‖, which is the final
farewell to the deceased person. This is usually a community
celebration at which we all have a feast.‖101
[227] Ms Eseli explained she has ordered and paid for a tombstone which is now in place,
but remains covered pending the opening ceremony later in the year.102 A photograph
taken in the cemetery depicts the tombstone in covered form. It is readily apparent that
it is a very significant memorial in size, substantially larger than an ordinary headstone
in tablet form. In correspondence annexed to Ms Eseli’s statement, the product
supplied is referred to as a monument consisting of a headstone, base, ledger, kerbing
and plaque.103
[228] There were submissions made as to whether a tombstone or headstone memorial comes
within the meaning of ―the reasonable expenses of the funeral of the passenger‖ in s
35(7) of the Commonwealth Act. A helpful analysis of the issues appears in Luntz on
Damages.104 It is, however, unnecessary to embark upon an analysis of the issue
because it is rendered academic by a more fundamental obstacle.
[229] Section 35(4) of the Commonwealth Act relevantly provides:
―To the extent that the damages recoverable
include...funeral...expenses paid...by his personal representative, the
liability is enforceable for the benefit of the personal representative
of the passenger in his capacity as personal representative.‖
[230] On the face of it, this provision allows the personal representative to recoup funeral
expenses paid for by the personal representative. In some cases there may be evidence
that a payment has been made on behalf of the personal representative in which case it
will likely be enforceable for the benefit of the personal representative. There is no
evidence of that kind in this instance.
[231] In some cases, it may be that a dependent pays for the funeral expenses and it might be
reasonably arguable that such expenses can be characterised as damage sustained by
reason of the death, pursuant to s 35(3) and thus be recoverable pursuant to s 35(7)
which makes plain the damages recoverable includes the reasonable expenses of the
funeral of the passenger. However, here the cost has not been incurred by a member of
the passenger’s family within the meaning of s 35. As already explained, Mary Eseli is
not a potential beneficiary of an award under the Act.
[232] In the circumstances, it is unnecessary to determine whether all or some component of
the cost of the memorial can be said to come within the meaning of funeral expenses in
s 35 because, even if it did, it is not a cost which has been incurred by the estate or a
person otherwise entitled to compensation under s 35.
[233] Accordingly, I have no power to make any order compensating all or some of the cost
of the tombstone.
101 Ex 2, Page 16.
102 Ibid 16, 17.
103 Ex 2, Page 18-20.
104 [9.6.5]. See also Gammell v Wilson [1982] AC 27.
-- 42 of 74 --
43
Management fees
[234] There is no need to consider management fees because the award total exceeds
$500,000.
Total award
[235] The total award is therefore:
Dependent Past
Economic
Loss
Future
Economic
Loss
Past Loss
Services
Future Loss
Services
Total
Florence $37,071.25 $144,767.17 $42,763.50 $105,202.50 $329,804.42
Bettina $20,114.89 $15,690.36 $21,710.70 $14,308.80 $71,824.75
Leon $20,114.89 $18,235.96 $21,710.70 $16,315.20 $76,376.75
Renia $20,114.89 $23,909.49 $21,710.70 $20,064.00 $85,799.08
Solomon $20,114.89 $27,193.89 $21,710.70 $21,806.40 $90,825.88
Fred $20,114.89 $31,362.06 $21,710.70 $23,443.20 $96,630.85
Funeral $5,065.50
Total $756,327.23
[236] That amount is fair and reasonable but it exceeds the $500,000 limit, so there will be a
judgment for the plaintiff against the defendant in the sum of $500,000.
[237] Deducting the funeral costs leaves a remaining award of $494,934.50.
Apportionment
[238] Subject to the deduction from that balance of any costs not recovered from the
defendant, the balance shall be divided proportionately among the remaining
dependents.
[239] The proportionate entitlements are calculated as follows:
$756,327.23 - $5,065.50 (funeral expenses) = $751,261.73
Florence: 100/751,261.73 x 329,804.42 = 43.9 per cent
Bettina: 100/751,261.73 x 71,824.75 = 9.56 per cent
Leon: 100/751,261.73 x 76,376.75 = 10.17 per cent
Renia: 100/751,261.73 x 85,799.08 = 11.42 per cent
Solomon: 100/751,261.73 x 90,825.88 = 12.09 per cent
-- 43 of 74 --
44
Fred: 100/751,261.73 x 96,630.85 = 12.86 per cent
Orders
[240] My orders in claim 192 of 2007 are:
1. Judgment for the plaintiff (Florence Kepa, for and on behalf of the estate and
dependents of Fred Bowie, deceased) against the defendant in the sum of
$500,000.
2. I direct pursuant to s 35(9) of the Civil Aviation (Carriers’ Liability) Act
1959 (Cth) that:
(a) $5,065.50 of the judgment sum is payable for funeral expenses;
(b) the balance of the judgment sum, after deduction from it of any costs
not recovered from the defendant, shall be divided amongst the
following persons in the following proportions:
(i) Florence Patricia Kepa 43.9 per cent
(ii) Bettina Bowie 9.56 per cent
(iii) Leon Bowie 10.17 per cent
(iv) Renia Bowie 11.42 per cent
(v) Solomon Bowie 12.09 per cent
(vi) Fred Bowie Junior 12.86 per cent
3. I will hear the parties as to costs.
-- 44 of 74 --
45
FRANCIS BOWIE, FOR AND ON BEHALF OF THE ESTATE AND
DEPENDENTS OF MARDIE BOWIE (193 OF 2007)
Persons concerned
[241] This claim concerns the following persons:
Deceased: Mardie Bowie, born 23 November 1974
Her de facto husband: Francis Bowie, born 18 August 1973 (now 39)
Her child: Johnny Tamwoy, born 30 July 1992 (turned 18 in 2010)
Her mother: Anni Martha Bero, born 15 August 1957 (now 55)
[242] The plaintiff asserts that in addition to the above persons, Dyle Cook, born 5
November 1995 (18 in 2013) was also a dependent of Francis Bowie and Mardie
Bowie. There was no dispute about the evidence of Francis Bowie to that effect,
however, Dyle had been traditionally adopted by Francis Bowie and Mardie Bowie and
was in fact the biological child of Mardie Bowie’s sister, Mary-Ann Cook. For the
reasons already explained, Dyle therefore is not deemed to be a member of Mardie
Bowie’s family for the purposes of s 35(3) of the Commonwealth Act. He is not a
potential beneficiary under the Act.
Background
[243] Before Mardie Bowie’s death, she and her de facto husband Francis Bowie were living
at 62 Lui Street, Bamaga.
[244] Mardie Bowie and Francis Bowie had been in a permanent relationship since the
1990s.105
[245] At the time of Mardie Bowie’s death, Francis Bowie was employed by the Bamaga
Island Council, doing parks and gardens work.106
[246] The defendant submitted Francis Bowie is in a new and likely lasting relationship with
Estelle Gebadi with the consequence that there should be no allowance for loss of
services.107 I reject that submission.
[247] Firstly, while Francis Bowie and Ms Gebadi are in a relationship, they maintain
separate premises, finances and possessions. They are only temporarily cohabiting
during a renovation of one of their premises.
[248] More significantly, as the evidence unfolded about their relationship, it became
apparent that each held quite different views about the future of their relationship.
Francis Bowie wants it to continue. Ms Gebadi’s evidence, and her demeanour in
giving it, made it plain she wishes to extricate herself from the relationship in a manner
which will not cause too much hurt to Francis Bowie who she is concerned is
emotionally vulnerable.
105 Ex 5, Page 8.
106 Ex 5, Page 2.
107 Defendant’s Outline 33, 34.
-- 45 of 74 --
46
[249] A concrete intention to enter into a permanent new relationship, in the sense discussed
as potentially relevant in De Sales v Ingrilli, must necessarily be a mutual intention.
There is no such mutual intention here. It will be sufficient here for the contingency of
a future lasting relationship to be approached as part of the general vicissitudes of life.
Income – past loss of benefit
[250] At the time of her death, Mardie Bowie was employed as a sports coordinator by the
Bamaga Island Council. She was undertaking a traineeship at the council which
commenced in about March 2003. She was also undertaking TAFE studies in
community recreation. She was due to complete her traineeship and attain the
certificate III in communication towards the end of 2007. Had she completed her
traineeship she would have become a qualified sports and recreation officer.108
[251] Her employer’s Workcover report provides an indication of her gross earnings from
2003 to 2005,109 information which has been used by the forensic accountant, Mark
Thompson to provide summaries in respect of her likely income as a trainee sports
officer and then a qualified sports and recreation officer in Sch A to his report.110 The
foundations111 and calculations for the figures there identified appear to be correct.
The more difficult issue is whether she would have completed her traineeship, become
a qualified sports and recreation officer and secured work in that capacity on a full-
time basis.
[252] The defendant emphasises there is only modest and brief evidence as to Mardie
Bowie’s history of employment before her employment with the council.112 However,
the TAFE records suggest she had progressed through the certificate I and II levels of
her qualification, and had completed two of the 26 units required for the certificate III
qualification at the time of her death.113
[253] The defendant emphasises the absence of material evidence as to what work would
have been available in the local area had Mardie Bowie completed her course, and also
points to her significant medical difficulties as likely impairing her prospects of
carrying out and sustaining employment activities.
[254] Francis Bowie acknowledged in cross-examination Mardie Bowie was admitted to
hospital on a number of occasions between 1999 and 2005 because of cellulitis in her
legs that would swell up so that she could not walk.114 He was aware that in the two-
year period before her death she suffered from headaches that were getting worse.115
He recalled that she suffered from being overweight,116 and that she was hospitalised in
both 2004 and 2005 because of problems with her legs in consequence of her being
overweight.117 He agreed that she would engage in a significant binge-drinking session
at least once a fortnight, and smoked a packet of cigarettes every few days and, in
108 Ex 5, Page 2.
109 Ibid 58.
110 Ibid 44.
111 See also evidence of Heather Van Dort.
112 T2-27, L 15.
113 Ex 26, Page 166-168.
114 T2-57, L 30.
115 T2-57, L 40.
116 T2-58, L 1.
117 T2-59, L 13.
-- 46 of 74 --
47
2003, smoked as much as a packet a day.118 Mardie Bowie’s medical records119
confirm these problems, as well as the existence of repetitive symptoms of chest pain.
The records noted Mardie Bowie had reported that she smoked in the order of 20
cigarettes a day as at 2003. They recorded the presence of arthritis due to obesity, and
noted her weight, for example, as 152 kilograms as at 2002.
[255] As against this, there is no evidence to suggest that these problems had, to date,
precluded the proper performance of Mardie Bowie’s work duties.
[256] It was probable Mardie Bowie would have completed her qualification, as Francis
Bowie’s unchallenged evidence on the point anticipated, towards the end of 2007.
However, given the dearth of evidence as to the likelihood of available work in her
chosen field in the region after becoming qualified, there should still be a significant
discount to reflect that degree of uncertainty. In the cases of Frank Billy and Fred
Bowie, that discount was 35 per cent, however, there was a greater degree of
uncertainty associated with the probability of them completing their apprenticeships.
In all of the circumstances, I will adopt a discount of 30 per cent upon the forecast
weekly notional income of Mardie Bowie to reflect the contingency that she might not
have completed her course and, more particularly, that she might not have secured and
been able to perform consistent full-time work in her chosen field. That discount will
be introduced in a graduated way from the approximate point of time when she would
have transitioned from completion of her traineeship into employment as a qualified
sports and recreation officer.
[257] Such a discount will give rise to a moderate result in comparison to the local median
total personal weekly income figure of $554 per week as disclosed in the 2011 Census
Profile.120
[258] The likely after-tax income of Mardie Bowie between the date of the Lockhart River
air crash and the present, had she not passed away, was as follows:
Date Weeks Weekly Amount Total Discounted By Adjusted Total
07.05.05 –
30.06.05
8 $472.45 $3,779.60 0 per cent $3,779.60
01.07.05 –
30.06.06
52 $489.14 $25,435.28 0 per cent $25,435.28
01.07.06 –
30.06.07
52 $562.59 $29,254.68 0 per cent $29,254.68
01.07.07 –
30.06.08
52 $568.30 $29,551.60 15 per cent $25,118.86
01.07.08 –
30.06.09
52 $628.73 $32,693.96 30 per cent $22,885.77
118 T2-60, L 10-30.
119 Ex 26, p 169-466; Ex 27.
120 Ex 29, KN1, Page 9.
-- 47 of 74 --
48
01.07.09 –
30.06.10
52 $657.79 $34,205.08 30 per cent $23,943.56
01.07.10 –
30.06.11
52 $697.65 $36,277.80 30 per cent $25,394.46
01.07.11 –
30.06.12
52 $706.56 $36,741.12 30 per cent $25,718.78
01.07.12 –
12.10.12
15 $710.00121 $10,650.00 30 per cent $7,455.00
TOTAL $188,985.99
[259] Because Francis Bowie was and apparently remains in employment, I will apply the
figures in table 9.1 of Luntz on Damages relevant to the situation where both spouses
are working. Given the limitations in the evidence about Francis Bowie’s income, I
will, as is urged in the plaintiff’s written submissions122 apply the dependency
percentages premised on his income being approximately the same as that of Mardie
Bowie.
[260] However, before moving to the application of dependency schedules, it is necessary to
take account of a small but regular diminution of the income available for
apportionment under table 9.1. Francis Bowie gave evidence of Mardie Bowie
providing some services to her natural mother Anni Bero. This included some
generalised assistance when Mardie Bowie would visit her mother in Townsville, but
no particular estimate was provided as to what time that consumed. There was,
however, an estimate given that Mardie Bowie would send her mother about $50 a
fortnight,123 that is, $25 a week or $1,300 annually. I infer from the context in which
that evidence was given that that regular payment was made in order to assist Mardie
Bowie’s mother. It therefore is a compensable lost benefit flowing from Mardie
Bowie’s death. Thus in identifying Mardie Bowie’s income in the exercise now
following it will be necessary to first reduce it by the amount which would go to Anni
Bero and thus not have been potentially available to the deceased’s spouse and
children.
[261] Further, in applying the table 9.1 percentages it will be necessary to take into account
Dyle’s presence in the household as a second dependent child, albeit not one who can
be compensated. This will dilute the respective entitlements of Mardie Bowie and
Johnny Tamwoy.
[262] Mardie Bowie’s income until mid-2010 about when Johnny Tamwoy turned 18, was
$130,417.75. In that time about $6,700 would have been paid to Anni Bero, reducing
the income available to $123,717.75. Table 9.1 suggests 20.8 per cent of that amount
ought be allocated to Francis Bowie, yielding the sum of $25,753.29, and 15.6 per cent
ought be allocated to Johnny, yielding the sum of $19,299.97.
121 This figure is an approximation based on the self-apparent trends in the weekly amount column.
122 Plaintiff’s written outline of argument [117].
123 Ex 5, Page 4.
-- 48 of 74 --
49
[263] Francis Bowie’s statement explained Johnny was not living with them when Mardie
Bowie died and that Mardie Bowie would send maybe $50-$100 a fortnight across to
Thursday Island for Johnny to help support him.124 This would give rise, using $75 as
an average, to an actual loss of about $12,000 for Johnny prior to him turning 18. That
is $8,000 less than the proposed award. It is likely, however, that there would be times
of the year when Johnny would have been back living with Mardie and Francis Bowie,
for example, during school holidays, in which case a greater amount would be
required. In the circumstances, Johnny’s above calculated figure of $19,299.97 should
be reduced by 25 per cent to $14,474.98.
[264] For the period from 1 July 2010 to the present, Mardie Bowie’s adjusted income would
have been $58,568.24. In that time about $2,975 would have been paid to Anni Bero,
reducing the income available to $55,593.24. With Dyle still a dependent, Francis
Bowie would be entitled to 23.9 per cent thereof, yielding a sum of $13,286.78.
[265] As to Anni Bero, allowing $25 a week for a period of 387 weeks yields a sum of
$9,675.
[266] There should be some general allowance for the vicissitudes of life by the discounting
of those figures. As with the earlier discussed claims, I will adopt a discount of 15 per
cent to give rise to total awards for past economic loss as follows:
Francis: $25,733.29
+ $13,286.78 = $39,020.07
$39,020.07 x .85 = $33,167.06
Johnny: $14,896.85 x .85 = $12,639.37
Anni: $9,675 x .85 = $8,223.75
Income – future loss of benefit
[267] For reasons already explained, Mardie Bowie’s future income ought be assessed by
reference to her likely earnings if she were to work as a sports and recreation officer,
discounted by 30 per cent. In the circumstances, I will adopt a weekly after-tax income
figure of $710 discounted by 30 per cent to $497. That weekly figure should, for so
long as an allowance of $25 a week is to continue for Anni Bero, be reduced to $472 a
week.
[268] Had Mardie Bowie survived, she would currently be 38 years of age. The 2011 Census
Profile does not suggest a particularly significant drop of females in work once they
reach the 55-64 age bracket.125 However, her spectrum of health problems suggests a
heightened prospect of incapacity or death prior to ordinary retirement age.
[269] The question arises whether this factor should be allowed for subsequently by way of a
higher discount for the vicissitudes of life in comparison to the other claimants or
whether it should be the subject of separate discounting in calculating a primary sum as
discussed by Gleeson CJ in De Sales v Ingrilli.126 Given the array of specific evidence
124 Ex 5, Page 3.
125 Ex 29, KN2.
126 (2002) 212 CLR 338, 348.
-- 49 of 74 --
50
about Mardie Bowie’s health problems it is appropriate to have specific regard to them
as part of the process of determining the primary sum prior to discounting for the
vicissitudes of life. In all of the circumstances, I will assume Mardie Bowie would
have worked for another 17 years to age 55.
[270] The plaintiff submits the likely disparity in income as between Francis Bowie and
Mardie Bowie had she lived, would, in the long run, have been sufficiently material for
some allowance to be made for it in identifying an appropriate percentage of
dependency. As already mentioned, there is little evidence of substance to provide
guidance as to Francis Bowie’s income and future income. There was, however,
evidence of him suffering from gout to such an extent that his joints swell, interfering
with his capacity to work.127 While Mardie Bowie’s spectrum of health problems was
broader, the positive evidence that Francis Bowie’s health difficulty interferes with his
capacity to work supports the plaintiff’s submission that, in calculating the future loss
of benefit, it ought be assumed that Francis Bowie’s likely income would be equal to
90 per cent, rather than 100 per cent of Mardie Bowie’s likely income had she lived.
[271] Dealing with Anni Bero first, she was born on 15 August 1957. In the circumstances, I
will allow a further 15 years as the period during which she would have continued to
receive the benefit of $25 per week. Allowing $25 a week for a period of 15 years
(555 multiplier) yields the sum of $13,875. Applying a 25 per cent discount for
vicissitudes yields $10,406.25
[272] As to Francis Bowie’s award, allowing $472 a week for one more year until Dyle turns
18 (51 multiplier) yields $24,072. Applying the formula identified in table 9.1 of Luntz
on Damages, 90 per cent of 23.9 per cent (the dependency of a couple with equal
incomes with one child) equals 21.51, and 10 per cent of 43.8 per cent (the dependency
of a one-earner couple with one child) equals 4.38. This gives rise to a total percentage
of dependency of 25.89. Allowing a dependency to the extent of 25.89 per cent on
$24,072 yields $6,232.24.
[273] Allowing $472 a week for a period of 15 years commencing in one year’s time
(between when Dyle turns 18 to the end of Anni Bero’s compensable period)
(multiplier 504) yields $237,888.
[274] Applying the formula identified in table 9.1 of Luntz on Damages, 90 per cent of 31.2
(the dependency of a couple with equal incomes) equals 28.08, and 10 per cent of 65.6
per cent (the dependency of a one-earner couple) equals 6.56. This gives rise to a total
percentage of dependency of 34.64 per cent.
[275] Allowing a dependency to the extent of 34.64 per cent on $237,888 gives Francis
Bowie $82,404.40.
[276] Allowing $497 a week for a further two years commencing after 15 years (when Anni
Bero is no longer receiving $25 a week) (48 multiplier) yields $23,856.
[277] Allowing a dependency to the extent of 34.64 per cent on $23,856 gives Francis Bowie
$8,263.72.
[278] Francis Bowie’s running total for future loss of income is therefore $96,900.36
($6,232.24 + $82,404.40 + 8,263.72).
127 T2-56, L10.
-- 50 of 74 --
51
[279] The plaintiff submits for an overall discount of 15 per cent to allow for the vicissitudes
of life, however, for the more prolonged period now under consideration a more
substantial discount ought be applied. In the two other claims already dealt with, I
adopted a discount of 25 per cent in respect of the surviving partners. Mardie Bowie’s
broad spectrum of health problems has already been allowed for in calculating the
primary sum. They ought not now occasion a discount beyond the 25 per cent discount
I have identified as generally appropriate for the vicissitudes of life in the other claims.
[280] Applying a discount of 25 per cent to $96,900.36 yields $72,675.27.
Services – past loss of benefit
[281] The plaintiff did not submit for any award for loss of the benefit of services in respect
of Johnny. This is because, at the time of Mardie Bowie’s death, Johnny was living at
Thursday Island, where he was going to school, with his uncle and would be sent
money by Mardie Bowie and Francis Bowie for his support.128
[282] Mardie Bowie and Francis Bowie would share cooking duties and, while Francis
Bowie would mow the lawn, Mardie Bowie would do housework inside which, in
addition to her share of the cooking, involved cleaning and washing.129 Francis Bowie
estimated Mardie Bowie’s performance of the aforementioned work took about two
hours a day, or about 14 hours each week.130 However, it appears that when Mardie
Bowie’s health problems would result in her being unable to do housework, Francis
Bowie would do work in her place.131 Allowing for that consideration and the
probability that the estimate of 14 hours per week was not a conservative estimate, I
will allow 12 hours each week.
[283] Mardie Bowie would have at least one day fishing every second weekend and her catch
would be used by the family for family meals.132 Francis Bowie estimates she spent
four to six hours fishing for the family each week.133 Adopting the middle of that
estimate, namely five hours, there should be some allowance made for the fact that on
occasion Mardie Bowie’s ill health would prevent her fishing.134 Some allowance
should also be made for the fact that some component of the catch would have been
distributed to Dyle and, thus, some component of the time spent was not attributable to
servicing the dependents in the claim. To allow for those features I will discount the
time spent by 25 per cent to 3.75 hours per week.
[284] The plaintiff submits generally for Mardie Bowie’s contribution to services to be
assessed at $20 per hour.135 That is, it was not submitted Mardie Bowie’s level of
fishing expertise warranted a higher amount per hour as was adopted in respect of the
two claims considered above. That is reasonable given the limited evidence about this
aspect of Mardie Bowie’s activity.
128 Ex 5, Page 3.
129 Ibid 4.
130 Ibid.
131 T2-61, L25-L60.
132 Ex 5, Page 4.
133 Ibid.
134 T2-62, L11.
135 Plaintiffs’ Outline [132].
-- 51 of 74 --
52
[285] Given the common hourly rate it is unnecessary to split the calculation of housework
services compared to provision of fish. The total hours are 15.75 hours per week (12 +
3.75).
[286] Allowing 15.75 hours a week at $20 per hour, that is, $315 per week, for a period of
387 weeks yields a sum of $121,905. Applying the above discussed discount of 15 per
cent for vicissitudes of life gives rise to a total award for past loss of the benefit of
services for Francis Bowie of $103,619.25.
Services – future loss of benefit
[287] The determination of the award for future loss of services should be generally
consistent with the above approach, although consistently with the approach to future
loss of income I will assume given Mardie Bowie’s poor health that she would not
have continued to provide the same hours of service indefinitely. While she may have
retained the capacity to provide some services beyond the age of 55 (the age at which
her time in paid employment has, because of the evidence of her ill health, been
identified as ceasing) it may reasonably be inferred there would gradually have been a
tapering off in the time spent providing services. In all of the circumstances I will
adopt 55 years of age as a cut-off point, that is, a further 17 years.
[288] The plaintiff submits the level of assistance provided by Mardie Bowie to Francis
Bowie would likely have increased over the years, given the impact of Francis Bowie’s
gout. The evidence of Francis Bowie’s current girlfriend, Estelle Gebadi, confirmed
the impact of Francis Bowie’s gout upon his performance of physical tasks about the
house.136 The evidence does not suggest Francis Bowie’s problems in relation to gout
will, in the future, be substantially different to the past. Any consideration of them is
counter-balanced by the likely slight diminution in the need for household services as
Dyle has grown older. In the circumstances, I will not increase the weekly number of
hours of 15.75 identified above.
[289] Allowing 15.75 hours a week at $20 per hour ($315 each week) for a period of 17
years (603 multiplier) yields the sum of $189,945.
[290] That figure should be reduced by 25 per cent for vicissitudes, giving rise to the sum of
$142,458.75.
Management fees
[291] Johnny is an adult now. There is no need for management fees.
Funeral expenses
[292] Funeral expenses paid by Workcover, in the amount of $5,065.50, are sought.137 There
is no issue taken with the reasonableness of that amount.
[293] The sum of $5,065.50 should be awarded for funeral expenses.
136 T3-16, L25.
137 Ex 25; Further Updated Statement of Loss and Damage.
-- 52 of 74 --
53
Total award
[294] The total award is therefore:
Dependent Past
Economic
Loss
Future
Economic
Loss
Past Loss
Services
Future Loss
Services
Total
Francis $33,167.06 $72,675.27 $103,619.25 $142,458.75 $351,920.33
Johnny $12,639.37 $12,639.37
Anni $8,223.75 $10,406.25 $18,630.00
Funeral $5,065.50
Total $388,255.20
[295] That amount is fair and reasonable. It does not exceed the $500,000 limit, so there will
be judgment for the plaintiff in the total actual amount, namely $388,255.20.
Apportionment
[296] After reduction for funeral expenses the total balance is $383,189.70.
[297] It is necessary to direct an apportionment of that amount as between the various
dependents. The apportionment is calculated as follows:
Francis: 100/383,189.70 x 351,920.33 = 91.84 per cent
Johnny: 100/383,189.70 x 12,639.37 = 3.30 per cent
Anni: 100/383,189.70 x 18,630 = 4.86 per cent
Orders
[298] My orders in claim 193 of 2007 are:
1. Judgment for the plaintiff (Francis Bowie, for and on behalf of the estate and
dependents of Mardie Bowie, deceased) against the defendant in the sum of
$388,255.20.
2. I direct pursuant to s 35(9) of the Civil Aviation (Carriers’ Liability) Act
1959 (Cth) that:
(a) $5,065.50 of the judgment sum is payable for funeral expenses;
(b) the balance of the judgment sum, after deduction from it of any costs
not recovered from the defendant, shall be divided amongst the
following persons in the following proportions:
(i) Francis Bowie 91.84 per cent
(ii) Johnny Tamwoy 3.30 per cent
(iii) Anni Martha Bero 4.86 per cent
3. I will hear the parties as to costs.
-- 53 of 74 --
54
MIMIA WHAP, FOR AND ON BEHALF OF THE ESTATE AND
DEPENDENTS OF HELENA WOOSUP (194 OF 2007)
Persons concerned
[299] This claim concerns the following persons:
Deceased: Helena Woosup, born 6 September 1979
Her de facto husband: Mimia Whap, born 25 September 1975 (now 37)
Their children: Ramsley Woosup, born 23 November 1995 (18 in 2013)
Glendon Woosup, born 3 July 1997 (18 in 2015)
Tabua Woosup, born 12 October 1998 (18 in 2016)
Dereece Whap, born 14 November 1999 (18 in 2017)
Rita Whap, born 5 April 2003 (18 in 2021)
Her natural mother: Olive Bagie, born 22 December 1957 (now 54)
Her stepfather: Robert Bagie, born 25 March 1963 (now 49)
Background
[300] Before Helena Woosup’s death, she and her de facto husband Mimia Whap were living
at 101 Mimi Close, Injinoo with their four youngest children.
[301] The older child, Ramsley, was living with his grandmother, Olive Bagie, but still
receiving financial domestic and parental support from Helena Woosup.138
[302] Mimia Whap and Helena Woosup had been a couple since 1994 and expected to
remain together for life.139 A mild attempt was made in cross-examination of the
witnesses in respect of this claim to explore the possibility of domestic violence in the
relationship, presumably to undermine the impression otherwise arising from the
evidence, that this couple were strongly committed to each other.140 In the upshot,
there was no evidence of any protracted pattern of domestic discord – to the contrary,
the evidence as a whole suggested this was a strong relationship, likely to endure
permanently.
[303] At the time of Helena Woosup’s death, Mimia Whap was employed at the Injinoo
Council, working as a labourer/operator earning approximately $290 net per week.141
Mimia Whap was also earning about $5,600 tax-free per year through his employment
in the army reserve which equated to a further $107 net per week.142
138 Ex 1, Page 4.
139 Ibid 2.
140 See, eg, T2-15, T-16 T2-36; Ex 27, Helena Woosup Tab.
141 Ex 1, Page 5.
142 T2-8, L58 to T2-9, L15.
-- 54 of 74 --
55
Income – past loss of benefit
[304] At the time of her death, Helena Woosup was working part-time, undertaking a
traineeship, funded through the CDEP scheme, to become a sports and recreation
officer. She commenced her traineeship in about February 2003 and was expected to
complete it in 2007.143
[305] Her employer’s records,144 which do not appear to be complete, provided information
as to her earnings. They were used by Mark Thompson, the forensic accountant, to
provide summaries, in Sch A to his report,145 in respect of her likely income as a
trainee sports and recreation officer and then a qualified sports and recreation officer,
working for the council or a similar employer. The foundations146 and calculations for
the figures there identified appear to be correct. The pertinent issue is whether she
would have completed her traineeship, become a qualified sports and recreation
officer, and secured work in that capacity on a full-time basis.
[306] The defendant emphasises the deceased only had a limited recent paid work history, a
consequence of the fact that for many years after she left school she was engaged in
domestic duties and caring for young children.147 The tax records suggest she was
making reasonable progress towards her qualification, apparently having completed all
or most of the certificate I and II levels of her qualification, albeit that in some
instances she had repeated subjects.148
[307] The defendant also emphasises the absence of material evidence as to what work
would have been available in the local area had Helena Woosup completed her course.
[308] In my view, it was probable Helena Woosup would have completed her qualification,
as Mimia Whap’s unchallenged evidence on the point anticipated, in 2007. However,
in the light of the dearth of evidence as to the likelihood of available work in her
chosen field in the region after becoming qualified, there should still be a significant
discount to reflect that degree of uncertainty. As with Mardie Bowie, I will adopt a
discount of 30 per cent upon the forecast weekly income to reflect the contingency that
she might not have completed her course and that she might not have secured and been
able to perform consistent full-time work in her chosen field. That discount will be
introduced in a graduated way from the approximate point of time when she would
have transitioned from completion of her traineeship into employment as a qualified
sports and recreation officer.
[309] The likely after-tax income of Helena Woosup between the date of the Lockhart River
air crash and the present, had she not passed away, was as follows:
Date Weeks Weekly Amount Total Discounted By Adjusted Total
07.05.05 –
30.06.05
8 $273.15 $2,185.20 0 per cent $2,185.20
143 Ex 1, Page 7.
144 Ibid Tab 3, 4, 5, 7.
145 Ibid Page 66.
146 See also evidence of Heather Van Dort.
147 Ibid 7.
148 Ex 26, 156, 157.
-- 55 of 74 --
56
01.07.05 –
30.06.06
52 $280.24 $14,572.48 0 per cent $14,572.48
01.07.06 –
30.06.07
52 $302.23 $15,715.96 0 per cent $15,715.96
01.07.07 –
30.06.08
52 $551.84 $28,695.68 15 per cent $24,391.33
01.07.08 –
30.06.09
52 $609.87 $31,713.24 30 per cent $22,199.27
01.07.09 –
30.06.10
52 $638.92 $33,223.84 30 per cent $23,256.69
01.07.10 –
30.06.11
52 $677.00 $35,204.00 30 per cent $24,642.80
01.07.11 –
30.06.12
52 $686.18 $35,681.36 30 per cent $24,976.95
01.07.12 –
12.10.12
15 $695.00149 $10,425.00 30 per cent $7,297.50
TOTAL $159,238.18
[310] Because Mimia Whap was and apparently remains in employment, I will apply the
figures in table 9.1 of Luntz on Damages relevant to the situation where both spouses
are working. The plaintiff submits that in the period between the crash and now,
Mimia Whap’s income would initially have been higher but by now would have been
lower than Helena Woosup’s.150 That submission assumes only a modest annual
increase in Mimia Whap’s income had he kept the same job. Bearing in mind the
much more dramatic increase in the same era in Helena Woosup’s forecast wage and
the above discussed discounting of it, I conclude that in the era between the crash and
now it is more likely that Helena Woosup’s likely overall income in that era would be
equal to 90 per cent rather than 100 per cent of Mimia Whap’s income.
[311] Applying the formula identified in table 9.1 of Luntz on Damages, the relevant
dependency percentages for a two-income family ought be reduced by 10 per cent.
[312] Applying the figures in table 9.1 of Luntz on Damages the total dependency for five
children where both spouses are earning an income is 65.6 per cent. That total ought
be reduced to 59.04 per cent with the percentage for the spouse of 15.1 per cent being
reduced to 13.59 per cent, and the percentage for each child being reduced from 10.1
per cent to 9.09 per cent. Applying those percentages to the above table yields the sum
of $21,640.47 to Mimia Whap and $14,474.75 to each child.
[313] There should be some general allowance for the vicissitudes of life by the discounting
of those figures. A discount of 15 per cent is again appropriate. This makes the loss of
149 This figure is an approximation based on the self-apparent trends in the weekly amount column.
150 Plaintiffs’ Outline 28, 29.
-- 56 of 74 --
57
past benefit to Mimia Whap $18,394.40, and the loss to each of the children
$12,303.54.
Income – future loss of benefit
[314] For reasons already explained, Helena Woosup’s future income ought be assessed by
reference to her likely earnings as a full-time sports and recreation officer, discounted
by 30 per cent. In the circumstances, I will adopt a weekly after-tax income figure
rounded to $700 and discounted for contingencies by 30 per cent to $490.
[315] Since Helena Woosup’s death, Mimia Whap’s working fortunes varied. Initially, he
did not work in order to look after the children, but in more recent times has obtained
work at Weipa in the Rio Tinto mine, generating a more significant income than he
would likely have achieved had he stayed in employment at Injinoo. His evidence was
to the effect that, but for Helena Woosup’s death, he would likely have remained in the
Injinoo region, with both of them perhaps pursuing some work in the mines but not for
extended periods away from their home base at Injinoo.151
[316] It is important to bear in mind that, had Helena Woosup lived, she and Mimia Whap
would continue to have approached their working lives in the context that they were a
couple who intended to remain together. Had she lived, it is unlikely Mimia Whap
would have sought work further away from Injinoo, for example in the mines, unless
Helena Woosup was doing likewise. His evidence implies as much. On the other
hand, the reality is that he had a longer work history than Helena Woosup. Like her,
he was, and is, well motivated. In all of the circumstances, I will continue the above
adopted assumption that in the future Mimia Whap was likely to have earned about 10
per cent more than Helena Woosup and reduce the dependency percentages from table
9.1 in Luntz on Damages accordingly.
[317] Allowing $490 a week for one year (when Ramsley turns 18) (51 multiplier) yields
$24,990. For Mimia Whap, 13.59 per cent of that sum yields $3,396.14 and, for each
of the five children, 9.09 per cent of that sum yields $3,087.09.
[318] For about two years thereafter (when Glendon turns 18) the relevant family members
will comprise Mimia Whap, Glendon, Tabua, Dereece and Rita. Allowing $490 a
week for two years in three years’ time (95 multiplier) yields $46,550.00. For Mimia
Whap, 14.94 per cent of that sum yields $6,954.57 and, for each of the four children,
10.26 per cent of that sum yields $4,776.03.
[319] For about one year thereafter (when Tabua turns 18) the relevant family members will
comprise Mimia Whap, Tabua, Dereece and Rita. Allowing $490 a week for one year
in four years’ time (44 multiplier) yields $21,560. For Mimia Whap, 16.65 per cent of
that sum yields $3,589.74 and, for each of the three children, 11.79 per cent of that sum
yields $2,541.92.
[320] For about one year thereafter (when Dereece turns 18) the relevant family members
will comprise Mimia Whap, Dereece and Rita. Allowing $490 a week for one year in
five years’ time (42 multiplier) yields $20,580. For Mimia Whap, 18.72 per cent of
that sum yields $3,852.58 and, for each of the two children, 14.04 per cent of that sum
yields $2,889.43.
151 Ex 1, Page 6, 7.
-- 57 of 74 --
58
[321] For about four years thereafter (when Rita turns 18) the relevant family members will
comprise Mimia Whap and Rita. Allowing $490 a week for four years in nine years’
time (148 multiplier) yields $72,520. For Mimia Whap, 21.51 per cent of that sum
yields $15,599.05 and, for Rita, 17.8 per cent of that sum yields $12,908.56.
[322] Had Helena Woosup survived, she would currently be 33 years of age. In all of the
circumstances I will assume she would have worked for another 32 years, to age 65.
[323] Allowing $490 a week for a period of 22 years from 10 years’ time (432 multiplier)
yields $211,680. A dependency to the extent of 28.08 per cent yields $59,439.74.
[324] The plaintiff again submits for an overall discount of 15 per cent to allow for the
vicissitudes of life, whereas the defendant contends for a more substantial discount.
For the reasons already articulated in respect of the case relating to Frank Billy, a
further discount of 25 per cent is reasonable to make allowance for the vicissitudes of
life in respect of Mimia Whap’s award. However, in respect of the children, the
discount should be 20 per cent.
[325] Applying a discount of 25 per cent for Mimia Whap and 20 per cent for the children
gives rise to total awards for future economic loss as follows:
Mimia: $3,396.14
+ $3,589.74
+ $3,852.58
+ $15,599.05
+ $59,439.74 = $92,831.82
$92,831.82 x .75 = $69,623.87
Ramsley: $3,087.09 x .8 = $2,469.67
Glendon: $3,087.09
+ $4,776.03 = $7,863.12
$7,863.12 x .8 = $6,290.50
Tabua: $3,087.09
+ $4,776.03
+ $2,541.92 = $10,405.04
$10,405.04 x .8 = $8,324.03
Dereece: $3,087.09
+ $4,776.03
+ $2,541.92
+ $2,889.43 = $13,294.47
$13,294.47 x .8 = $10,635.58
Rita: $3,087.09
+ $4,776.03
+ $2,541.92
-- 58 of 74 --
59
+ $2,889.43
+ $12,908.56 = $26,203.03
$26,203.03 x .8 = $20,962.42
Services – past loss of benefit
[326] The evidence of Mimia Whap is that Helena Woosup would spend one and a-half
hours per week washing, six hours per week cooking and about two and a-half hours
per week cleaning, a total of 10 hours per week.152 He estimates Helena Woosup
provided at least four hours per weekday by way of child care and six hours per
weekend day, giving rise to a total of 32 hours each week by way of general child care.
[327] In the circumstances, I will adopt a starting total of 42 hours per week for Helena
Woosup’s provision of services to the household.
[328] There should be some small portion of the total attributable to the parental care and
assistance provided to Ramsley. Ramsley was no longer living at the family home, but
Mimia Whap provided some general evidence that, notwithstanding that fact, Helena
Woosup was still providing support to Ramsley. That was not quantified, but it would
obviously be significantly less time than in respect of the members of Helena
Woosup’s household.
[329] An adjustment will also need to be made to reflect the above approach to Helena
Woosup’s future income which assumed that she would transition from part-time into
full-time employment from the start of 2008. That would inevitably have reduced the
number of hours she spent on her domestic and parental duties. In the circumstances,
for the period from the date of the crash to the end of 2007, a period of 138 weeks, I
will allow Mimia Whap 10 hours a week for the washing, cooking and cleaning service
provided, and 32 hours a week to the children for child care, but will thereafter reduce
each of those amounts by 30 per cent to seven hours and 22.4 hours respectively.
[330] Thus, for the 138 weeks from the date of the crash to the end of 2007, I will allow
Mimia Whap 10 hours per week at $20 per hour ($200 per week) for washing, cooking
and cleaning, yielding an amount of $27,600. For the remaining 249 weeks to the
present, I will allow seven hours per week at $20 per hour ($140 per week), yielding
$34,860.
[331] As to the children, for the 138 weeks from the date of the crash to the end of 2007, I
will allow 32 hours per week at $20 per hour ($640 per week), yielding a total of
$88,320. I will allow five per cent of that sum to Ramsley, namely $4,416, and divide
the balance equally between the remaining four children, yielding $20,976 each. For
the 249 weeks from the start of 2008 to the present, I will allow 22.4 hours per week at
$20 an hour ($448 per week), giving rise to a total of $111,552. I will allow five per
cent of that sum to Ramsley, namely $5,577.60, and divide the balance equally
between the remaining four children, giving rise to a total of $26,493.60 each.
152 Ibid, 8, 9.
-- 59 of 74 --
60
[332] Applying the above discussed discount of 15 per cent for vicissitudes of life will give
rise to total awards for past loss of the benefit of services as follows:
Mimia: $27,600 + $34,860.00 = $62,460.00 x .85 = $53,091.00
Ramsley: $4,416 + $5,577.60 = $9,993.60 x .85 = $8,494.56
Glendon: $20,976 + $26,493.60 = $47,469.60 x .85 = $40,349.16
Tabua: $20,976 + $26,493.60 = $47,469.60 x .85 = $40,349.16
Dereece: $20,976 + $26,493.60 = $47,469.60 x .85 = $40,349.16
Rita: $20,976 + $26,493.60 = $47,469.60 x .85 = $40,349.16
Services – future loss of benefit
[333] The determination of the award for future loss of services should be generally
consistent with the above approach, however, consistently with the approach to future
loss of income, I will apply a discount of 25 per cent for the vicissitudes of life in
respect of the award for Mimia Whap and 20 per cent in respect of the children.
[334] The plaintiff submits the domestic duties of washing, cooking and cleaning would
likely have continued until Helena Woosup reached the age of 70 in 37 years’ time.
For the reasons given in respect of the case relating to the Frank Billy, I will adopt 65
years of age as a cut-off point, that is, a further 32 years.
[335] Allowing seven hours per week at $20 per hour ($140 each week) for a period of 32
years (845 multiplier) yields $118,300.
[336] The dependent children will progressively come of age during the first nine of those 32
years. The duration of some of the tasks the deceased would have performed had she
lived would have eased as the children grew older and in turn ceased dependency.153
[337] Allowing for that consideration the aforementioned sum of $118,300 should be
reduced by 15 per cent to $100,555.
[338] That sum should in turn be reduced by 25 per cent for vicissitudes, giving rise to an
award to Mimia Whap in the sum of $75,416.25.
[339] As to the children, they would share 22.4 hours per week at $20 per hour, a total of
$448 per week. Of that amount, Ramsley would be entitled, consistent with the above
reasoning, to five per cent, namely $22.40 per week. This leaves $425.60 to be shared
between four children, namely $106.04 each per week.
[340] Allowing $22.40 per week for one year when Ramsley turns 18 (51 multiplier) yields
$1,142.40. Applying a 20 per cent discount for contingencies yields $913.92.
[341] Allowing $106.40 per week for Glendon for a period of three years (146 multiplier)
yields $15,534.40. Applying a 20 per cent discount for contingencies yields
$12,427.52.
153 See [55], [56] above.
-- 60 of 74 --
61
[342] Allowing $106.40 per week for Tabua for a period of four years (190 multiplier) yields
$20,216. Applying a 20 per cent discount for contingencies yields $16,172.80.
[343] Allowing $106.40 per week for Dereece for a period of five years (232 multiplier)
yields $24,684.80. Applying a 20 per cent discount for contingencies yields
$19,747.84.
[344] Allowing $106.40 per week for Rita for a period of nine years (380 multiplier) yields
$40,432. Applying a 20 per cent discount for contingencies yields $32,345.60.
[345] Mimia Whap estimated that in the years to come as Helena Woosup’s parents aged, she
would have increasingly provided care and assistance to them. He estimated that
would be to the extent of at least six hours per week.154 The plaintiff submits for an
allowance of three hours per week each for Robert and Olive Bagie for a period of 20
years. Given the graduated nature of the onset of such care and assistance, I will allow
them each three hours per week for a period of 15 years. Three hours per week at the
rate of $20 per hour ($60 per week) for a period of 15 years (555 multiplier) yields the
sum of $33,300. Applying a 25 per cent discount for contingencies yields the sum of
$24,975 each.
Funeral expenses
[346] Funeral expenses paid by Workcover in the amount of $5,065.50 are sought.155 No
issue was taken by the defendant in respect of the reasonableness of that amount.
[347] The sum of $5,065.50 should be awarded for funeral expenses.
Management fees
[348] There is no need to consider management fees because the award total exceeds
$500,000.
Total award
[349] The total award is therefore:
Dependent Past
Economic
Loss
Future
Economic
Loss
Past Loss
Services
Future Loss
Services
Total
Mimia $18,394.40 $69,623.87 $53,091.00 $75,416.25 $216,525.52
Ramsley $12,303.54 $2,469.67 $8,494.56 $913.92 $24,181.69
Glendon $12,303.54 $6,290.50 $40,349.16 $12,427.52 $71,370.72
Tabua $12,303.54 $8,324.03 $40,349.16 $16,172.80 $77,149.53
Dereece $12,303.54 $10,635.58 $40,349.16 $19,747.84 $83,036.12
154 Ex 1, Page 9.
155 Ex 21; Further Updated Statement of Loss and Damage.
-- 61 of 74 --
62
Rita $12,303.54 $20,962.42 $40,349.16 $32,345.60 $105,960.72
Robert B $24,975.00 $24,975.00
Olive B $24,975.00 $24,975.00
Funeral $5,065.50
Total $633,239.80
[350] That amount is fair and reasonable but it exceeds the $500,000 limit, so there will be a
judgment for the plaintiff against the defendant in the sum of $500,000.
[351] Deducting the funeral costs leaves a remaining award of $494,934.50.
Apportionment
[352] Subject to the deduction from that balance of any costs not recovered from the
defendant, the balance shall be divided proportionately among the remaining
dependents.
[353] The proportionate entitlements are calculated as follows:
$633,239.80 - $5,065.50 = $628,174.30 for percentage apportionment
Mimia: 100/628,174.30 x 216,525.52 = 34.46 per cent
Ramsley: 100/628,174.30 x 24,181.69 = 3.85 per cent
Glendon: 100/628,174.30 x 71,370.72 = 11.36 per cent
Tabua: 100/628,174.30 x 77,149.53 = 12.28 per cent
Dereece: 100/628,174.30 x 83,036.12 = 13.22 per cent
Rita: 100/628,174.30 x 105,960.72 = 16.87 per cent
Robert: 100/628,174.30 x 24,975 = 3.98 per cent
Olive: 100/628,174.30 x 24,975 = 3.98 per cent
Orders
[354] My orders in claim 194 of 2007 are:
1. Judgment for the plaintiff (Mimia Whap, for and on behalf of the estate and
dependents of Helena Woosup, deceased) against the defendant in the sum
of $500,000.
2. I direct pursuant to s 35(9) of the Civil Aviation (Carriers’ Liability) Act
1959 (Cth) that:
(a) $5,065.50 of the judgment sum is payable for funeral expenses;
(b) the balance of the judgment sum, after deduction from it of any costs
not recovered from the defendant, shall be divided amongst the
following persons in the following proportions:
-- 62 of 74 --
63
(i) Mimia Whap 34.46 per cent
(ii) Ramsley Woosup 3.85 per cent
(iii) Glendon Woosup 11.36 per cent
(iv) Tabua Woosup 12.28 per cent
(v) Dereece Whap 13.22 per cent
(vi) Rita Whap 16.87 per cent
(vii) Robert Bagie 3.98 per cent
(viii) Olive Bagie 3.98 per cent
3. I will hear the parties as to costs.
-- 63 of 74 --
64
ELIZABETH STEPHEN, FOR AND ON BEHALF OF THE ESTATE AND
DEPENDENTS OF GORDON KRIS (195 OF 2007)
Persons concerned
[355] This claim concerns the following persons:
Deceased: Gordon Kris, born 10 October 1967
His de facto spouse: Elizabeth Stephen, born 26 October 1970 (now 41)
Their children: Maryanne Stephen, born 9 December 1989 (18 in 2007)
Caroline Stephen, born 15 January 1991 (18 in 2009)
Ruby Stephen, born 2 October 1992 (18 in 2010)
Fanny Stephen, born 9 January 1994 (18 in 2012)
Emma Stephen, born 17 December 1994 (18 in 2012)
Fredricka Kris, born 21 December 1997 (18 in 2015)
Rim Stephen, born 12 December 1998 (18 in 2016)
His biological parents: Padaila Kris and Wanika Mooka
[356] Maryanne and Caroline were traditionally adopted to Elizabeth Stephen’s aunt and
sister respectively. There is little evidence suggesting they were dependents of Gordon
Kris. The statement of Elizabeth Stephen contains the proposition that, whilst she
traditionally adopted out both children, ―they all eventually came back to me‖.156 That
evidence is not sufficiently precise to allow any conclusion to be drawn as to
dependency. The only other evidence touching upon any dependency of either
Maryanne or Caroline is Elizabeth Stephen’s statement that part of the fishing catch
regularly gathered by Gordon Kris would be given to the family who looked after
Maryanne.157 In the circumstances, I will allow some dependency in respect of that
service for Maryanne, but there is insufficient evidence of any dependency in respect
of Caroline.
[357] The plaintiff also asserts that the persons to whom Gordon Kris had been traditionally
adopted are dependents. However, as already explained, traditional adoption will not
make a person a family member within the meaning of the Commonwealth Act. There
is no evidence that Gordon Kris’s traditionally adoptive parents come within any of the
relationships within the Act’s definition of family members. They are not potential
beneficiaries of an award under the Act. Moreover, in so far as Gordon Kris’s
biological parents are concerned, they are only dependents to the limited extent that
they too were beneficiaries of Gordon Kris’s service of providing a share of his fishing
catch to them.
156 Ex 3, Page 3.
157 Ibid 6.
-- 64 of 74 --
65
Background
[358] Before Gordon Kris’s death, he, his de facto wife Elizabeth Stephen and their five
youngest children lived at 104 Mimi Close, Injinoo.
[359] Gordon Kris and Elizabeth Stephen had been in a relationship since 1986 and in a
permanent de facto relationship since 1989.
[360] At the time of Gordon Kris’s death, Elizabeth Stephen was occupied with home
duties158 and apparently not in paid employment of any substance.159
Income – past loss of benefit
[361] At the time of his death, Gordon Kris was employed as an apprentice carpenter by the
Injinoo Community Council. He commenced the apprenticeship on 31 March 2003
and the normal completion date was 29 March 2007.160 As with the other deceased
apprentices, forecasting his likely income until the point he was due to complete his
apprenticeship is relatively straightforward. The real issue is what was to likely then
follow.
[362] The defendant submits Gordon Kris would not have completed his apprenticeship and,
even if he did, that there is no evidence of any substance as to his prospects of
consistent employment as a carpenter. It submits that it was unlikely he would have
achieved a higher than average level in the workplace, although it concedes the
evidence supports he would have been in the higher range of that average. The
defendant also emphasises the lack of evidence as to his actual work capacity or
performance.
[363] The plaintiff on the other hand submits Gordon Kris would have completed his
apprenticeship and progressed at the very least to employment as an employed
carpenter. While there was evidence led of the potentially higher income he could earn
as a subcontract carpenter or a carpenter in the mining industry, that was not pressed as
a basis for assessment. Moreover, there was no evidence suggesting the prospect of
Gordon Kris aspiring to work away from Injinoo in the mining industry. Nonetheless,
the contingency that he may have done so or that he may have earned a higher income
as a subcontract carpenter rather than an employed carpenter ought not be overlooked
in the imprecise exercise of forecasting likely income.
[364] There was no direct evidence advanced on the plaintiff’s part as to the probability or
expectation of Gordon Kris successfully completing his apprenticeship. The defendant
points to Gordon Kris’s past enrolment in two TAFE courses. He failed part of the
first and withdrew from the second. However, the TAFE records suggest that Gordon
Kris was applying himself more diligently in respect of the TAFE course relating to his
apprenticeship than he apparently had in respect of the courses he had enrolled in as a
younger man. At the time of his death he had completed six of the required 36 units of
his course, 161 a better completion rate than a number of the other deceased in this
matter.
158 Ibid 5.
159 Ibid 4. There was a passing reference in her statement to her doing ―a little bit of work in the pub at
the time‖ but how much work and what timeframe was being spoken of was not pursued.
160 Ex 26, Page 104.
161 Ex 26, Page 140, 141.
-- 65 of 74 --
66
[365] This feature seems likely to have occasioned the defendant’s concession that while
Gordon Kris was unlikely to have achieved in the workplace outside of the average, the
evidence supports him being regarded as being in the higher range of average.162 In all
of the circumstances, and for the same reasons discussed in respect of Frank Billy, I
will approach the assessment on the basis that Gordon Kris would have completed his
apprenticeship, importing some graduated discounting of his forecast income to allow
for the contingency that he may have taken more than four years to complete it.
[366] In the cases relating to Frank Billy and Fred Bowie, I adopted a discount of 35 per cent
to adequately reflect the degree of uncertainty associated with the probability of them
completing their apprenticeships, and securing and maintaining work as employed
carpenters. While the case relating to Gordon Kris involves the same dearth of
evidence as to the latter, the degree of uncertainty as to the former is not quite as
significant as it was in respect of Frank Billy and Fred Bowie. In all of the
circumstances, I will adopt a discount of 30 per cent.
[367] The forensic accountant, Mark Thompson, provided summaries in respect of Gordon
Kris’s likely income as an apprentice and then employed carpenter in Sch A to his
report.163 The foundations164 and calculations for the figures there identified appear to
be correct. They are used in the below forecast of Gordon Kris’s likely income.
[368] The likely after-tax income of Gordon Kris between the date of the Lockhart River air
crash and the present, had he not passed away, was as follows:
Date Weeks Weekly Amount Total Discounted By Adjusted Total
07.05.05 –
29.03.06
47 $406.84 $19,121.48 0 per cent $19,121.48
29.03.06 –
29.03.07
52 $430.96 $22,409.92 0 per cent $22,409.92
30.03.07 –
30.06.07
13 $507.12 $6,592.56 10 per cent $5,933.30
01.07.07 –
30.06.08
52 $637.50 $33,150.00 20 per cent $26,520.00
01.07.08 –
30.06.09
52 $719.71 $37,424.92 30 per cent $26,197.44
01.07.09 –
30.06.10
52 $787.50 $40,950.00 30 per cent $28,665.00
01.07.10 –
30.06.11
52 $858.17 $44,624.84 30 per cent $31,237.39
162 Defendant’s Outline [94].
163 Ex 3, Page 57.
164 See also evidence of Heather Van Dort.
-- 66 of 74 --
67
01.07.11 –
30.06.12
52 $919.23 $47,799.96 30 per cent $33,459.97
01.07.12 –
12.10.12
15 $919.23 $13,788.45 30 per cent $9,651.91
TOTAL $203,196.41
[369] Between the time of the crash to about 2 October 2010 (when Ruby turned 18) the
approximate adjusted total income would have been about $136,656.49. Applying the
figures in table 9.1 of Luntz on Damages, the total dependency for five children where
the income of the spouse was zero is 82.8 per cent. The table suggests that 22.3 per
cent of the total should be attributed to Elizabeth Stephen and 12.1 per cent should be
attributed to each child. This yields the sum of $30,474.40 to Elizabeth Stephen and
$16,535.44 to each of the five children.
[370] From about 2 October 2010 to 9 January 2012 (when Fanny turned 18) the
approximate adjusted total income would have been about $40,158.02. The total
dependency for four children where the income of the spouse was zero is 81.1 per cent.
Attributing a dependency of 25.1 per cent of the total to Elizabeth Stephen yields the
sum of $10,079.66. Attributing a dependency of 14 per cent of the total yields
$5,622.12 each to Fanny, Emma, Fredricka and Rim.
[371] From about 9 January 2012 to the present, the approximate adjusted total income
would have been $26,381.90. The total dependency for three children where the
income of the spouse was zero is 79 per cent. Attributing a dependency of 28.9 per
cent of the total sum to Elizabeth Stephen yields $7,624.37. Attributing a dependency
of 16.7 per cent of the total yields $4,405.78 each to Emma, Fredricka and Rim.
[372] There should be some general allowance for the vicissitudes of life by the discounting
of those figures. A discount of 15 per cent is again appropriate. This gives rise to total
awards for past economic loss as follows:
Elizabeth: $30,474.40
+ $10,079.66
+ $7,624.37 = $78,652.83
$78,652.83 x .85 = $66,854.91
Ruby: $16,535.44 x .85 = $14,055.12
Fanny: $16,535.44
+ $5,622.12 = $22,157.56
$22,157.56 x .85 = $18,833.93
Emma: $16,535.44
+ $5,622.12
+ $4,405.78 = $26,563.34
$26,563.34 x .85 = $22,578.84
-- 67 of 74 --
68
Fredricka: $16,535.44
+ $5,622.12
+ $4,405.78 = $26,563.34
$26,563.34 x .85 = $22,578.84
Rim: $16,535.44
+ $5,622.12
+ $4,405.78 = $26,563.34
$26,563.34 x .85 = $22,578.84
Income – future loss of benefit
[373] For reasons already explained, Gordon Kris’s future income ought be assessed by
reference to his likely earnings if he were to work as an employed carpenter,
discounted by 30 per cent.
[374] Continuing the above discussed use of Sch A in Mr Thompson’s report, Gordon Kris’s
weekly after-tax income if working as an employed carpenter would likely have been
$919.23 in 2012 and $920.19 in 2013. On the assumption the figure would likely have
plateaued from then onwards I will, for the purposes of assessing future income,
simply adopt a weekly after-tax income figure of $920.19 discounted for contingencies
by 30 per cent to $644.13. Allowing $644.13 net per week for the balance of this year
(a period of approximately 11 weeks) by which time Emma will have turned 18, yields
$7,085.43.165 For Elizabeth Stephen, 28.9 per cent of that sum yields $2,047.69. For
each of Emma, Fredricka and Rim, 16.7 per cent of that amount yields $1,183.27.
[375] For the next three years thereafter (when Fredricka will turn 18) the relevant family
members will comprise Elizabeth Stephen, Fredricka and Rim. Allowing $644.13 net
per week for three years (146 multiplier)166 yields $94,042.98. Elizabeth Stephen’s
entitlement is 34.4 per cent thereof or $32,350.79, and Fredricka and Rim’s percentage
is 20.8 per cent or $19,560.94 each.
[376] For about one year thereafter the relevant family members will comprise Elizabeth
Stephen and Rim. Allowing $644.13 per week for a further year (when Rim will turn
18) in four years’ time (44 multiplier) yields $28,341.72. Elizabeth Stephen’s
entitlement is 43.8 per cent thereof or $12,413.67 and Rim’s percentage is 28.1 per
cent thereof or $7,964.02.
[377] Had Gordon Kris survived, he would currently be 45 years old. As with the earlier
discussed deceased, I will assume Gordon Kris would have worked for another 20
years, to age 65.
[378] Calculating the remaining 16 years of that period from four years’ time (476
multiplier) at $644.13 per week yields $306,605.88. Allowing a dependency to the
extent of 65.6 per cent of that sum allows Elizabeth Stephen $201,133.46.
165 The brevity of the period does not warrant the use of a multiplier.
166 Given the brevity of the 11week period until the end of this year, the multiplier has not been
adjusted.
-- 68 of 74 --
69
[379] The plaintiff acknowledges a further discount of that sum should be allowed for the
prospect that, as the children grew older, she might have returned to work and thereby
been less reliant upon Gordon Kris’s income. There is no evidence of Elizabeth
Stephen having a past work history of any substance. In all of the circumstances, a
discount of 15 per cent applied commencing in four years’ time will make adequate
allowance for the contingency of her return to work. That reduces the amount allowed
to Elizabeth Stephen commencing from four years’ time to $170,963.44.
[380] As with earlier claims, the plaintiff submits for an overall discount of 15 per cent on
each of the claims for future economic loss to allow for the vicissitudes of life, whereas
the defendant contends for a more substantial discount. For the reasons already
articulated in respect of the earlier claims, a further discount of 25 per cent is
reasonable to make allowance for the vicissitudes of life in respect of Elizabeth
Stephen. However, in respect of the children, the discount should be 20 per cent.
[381] Applying a discount of 25 per cent for Elizabeth Stephen and 20 per cent for the
children gives rise to total awards for future economic loss as follows:
Elizabeth: $2,047.69
+ $32,350.79
+ $12,413.67
+ $170,963.44 = $217,775.59
$217,775.59 x .75 = $163,331.69
Emma: $1,183.27 x .8 = $946.62
Fredricka: $1,183.27
+ $19,560.94 = $20,744.21
$20,744.21 x .8 = $16,595.37
Rim: $1,183.27
+ $19,560.94
+ $7,964.02 = $28,708.23
$28,708.23 x .8 = $22,966.58
Services – past loss of benefit
[382] Elizabeth Stephen provided evidence that Gordon Kris would do most of the work
outside the house, such as the mowing and gardening, and perform maintenance on
their three motor vehicles. In combination, this appears to have consumed about six
hours each week.
[383] Elizabeth Stephen estimates Gordon Kris contributed about 14 hours per week taking
care of the children.167
[384] I will allow $20 per hour for the provision of domestic care and assistance and child
care, consistent with the above-discussed claims.
167 Ex 3, Page 5.
-- 69 of 74 --
70
[385] Gordon Kris would hunt for seafood, supplying the household with catches of crayfish,
fish, turtle, turtle eggs and dugong. The product of the fishing expeditions would be
shared not only with his household but with his adoptive parents, his natural parents
and also the family who looked after Maryanne.168 He would also hunt for pig and
share the pig with family. While the evidence on the topic lacked some precision, I
infer the amount of time Gordon Kris spent fishing and hunting was, on average, about
eight hours per week.169
[386] The plaintiff claims that in respect of hunting and fishing, the service ought be valued
at $25 per hour given the special skill involved. As with the cases relating to Frank
Billy and Fred Bowie, I accept that is a reasonable approach. The evidence suggests
the only non-dependents who regularly received a share of the catch were Gordon Kris
himself and, more vaguely, those who cared for Maryanne. In the circumstances, only
a slight discount of the eight hours a week is required to allow for non-dependents
receiving a share of the catch. I will apply a discount of 10 per cent, giving rise to 7.2
hours per week.
[387] Allowing 7.2 hours per week at $25 per hour gives rise to the sum of $180 to be
apportioned as between those dependents who did share in the catch, namely Elizabeth
Stephen, Ruby, Fanny, Emma, Fredricka, Rim, the deceased’s biological parents and
Maryanne. That apportionment between nine people gives rise to $20 each per week.
[388] In respect of Elizabeth Stephen, allowing six hours per week for domestic services at
$20 per hour yields $120 per week. Combining that figure with her weekly amount in
relation to the provision of fishing and hunting services of $20 gives rise to a weekly
total of $140. An allowance of that amount for a period of 387 weeks yields the sum
of $54,180.
[389] In relation to care for the children, 14 hours per week at $20 an hour equates to a total
of $280 to be apportioned as between five children, namely $56 each. In combination
with their entitlement to $20 per week in respect of the provision of fish and pig, the
relevant weekly amount for them is $76 per week.
[390] In respect of Ruby, $76 per week for 281 weeks (until she turned 18) yields $21,356.
[391] In respect of Fanny, $76 per week for 347 weeks (until her 18th birthday) yields
$26,372.
[392] In respect of Emma, Fredricka and Rim, $76 a week for a period of 387 weeks to the
present yields $29,412 each.
[393] In respect of Maryanne, $20 a week for a period of 137 weeks (until her 18th birthday)
yields $2,740.
[394] In respect of Padaila Kris and Wanika Mooka, $20 a week each for 387 weeks yields
$7,740 each.
[395] Applying the above discussed discount of 15 per cent for vicissitudes of life gives rise
to total awards for past loss of the benefit of services as follows:
168 Ibid 6.
169 Ibid.
-- 70 of 74 --
71
Elizabeth: $54,180 x .85 = $46,053.00
Ruby: $21,356 x .85 = $18,152.60
Fanny: $26,372 x .85 = $22,416.20
Emma: $29,412 x .85 = $25,000.20
Fredricka: $29,412 x .85 = $25,000.20
Rim: $29,412 x .85 = $25,000.20
Maryanne: $2,740 x .85 = $ 2,329.00
Padaila Kris: $7,740 x .85 = $ 6,579.00
Wanika Mooka: $7,740 x .85 = $ 6,579.00
Services – future loss of benefit
[396] The determination of the award for future loss of services should be generally
consistent with the above approach, although consistently with the approach to future
loss of income I will apply a discount of 25 per cent for the vicissitudes of life in
respect of the awards for Elizabeth Stephen, Padaila Kris and Wanika Mooka, and 20
per cent in respect of the children.
[397] In respect of the fishing and house and maintenance services, the plaintiff submits they
are likely to have continued until Gordon Kris reached the age of 70. However, for the
reasons given in respect of the earlier discussed claims in this matter, I will adopt 65
years of age as a cut-off point, that is, a further 20 years.
[398] Allowing $140 per week for a period of 20 years (666 multiplier) yields $93,240 for
Elizabeth Stephen. The dependent children will progressively come of age during the
first four of that 20 years. The demands of the domestic services Gordon Kris
provided (not including child care) were unlikely to diminish significantly as the
children became less dependent. I will allow for only a slight diminution in demand
and reduce the aforementioned sum of $93,240 by 7.5 per cent to $86,247. That
should be reduced by 25 per cent for contingencies, giving rise to the sum of
$64,685.25.
[399] In respect of Emma, $76 a week for a further 11 weeks yields $836.170 That should be
reduced by 20 per cent for contingencies, giving rise to the sum of $668.80.
[400] In respect of Fredricka, allowing $76 a week for three years (146 multiplier) yields
$11,096. That should be reduced by 20 per cent for contingencies, giving rise to the
sum of $8,876.80.
[401] In respect of Rim, allowing $76 per week for a period of four years (190 multiplier)
yields $14,440. That should be reduced by 20 per cent for contingencies, giving rise to
the sum of $11,552.
170 No multiplier applied given the short time span.
-- 71 of 74 --
72
[402] In respect of Padaila Kris and Wanika Mooka, the evidence provides no assistance as
to their age or likely longevity. Given the absence of such information and the
knowledge that Gordon Kris was born in 1967, a conservative approach of allowing
only a further five years is reasonable. Allowing $20 a week for five years (232
multiplier) yields $4,640 each. That should be reduced by 25 per cent for
contingencies, giving rise to the sum of $3,480 each.
Funeral expenses
[403] An award for funeral expenses paid by Workcover in the amount of $5,065.50171 is
sought. There is no issue taken by the defendant in respect of the reasonableness of
that amount.
[404] There should be an award of $5,065.50 for funeral expenses.
Management fees
[405] There is no need to consider management fees because the award total exceeds
$500,000.
Total award
[406] The total award is therefore:
Dependent Past
Economic
Loss
Future
Economic
Loss
Past Loss
Services
Future Loss
Services
Total
Elizabeth $66,854.91 $163,331.69 $46,053.00 $64,685.25 $340,924.85
Ruby $14,055.12 $18,152.60 $32,207.72
Fanny $18,833.93 $22,416.20 $41,250.13
Emma $22,578.84 $946.62 $25,000.20 $668.80 $49,194.46
Fredricka $22,578.84 $16,595.37 $25,000.20 $8,876.80 $73,051.21
Rim $22,578.84 $22,966.58 $25,000.20 $11,552.00 $82,097.62
Maryanne $2,329.00 $2,329.00
Padaila $6,579.00 $3,480.00 $10,059.00
Wanika $6,579.00 $3,480.00 $10,059.00
Funeral $5,065.50
Total $646,238.49
171 Ex 22; Further Updated Statement of Loss and Damage.
-- 72 of 74 --
73
[407] That amount is fair and reasonable but it exceeds the $500,000 limit, so there will be
judgment for the plaintiff against the defendant in the sum of $500,000.
[408] It is necessary to direct an apportionment of that amount as between the various
dependents.
Apportionment
[409] Subject to the deduction from that balance of any costs not recovered from the
defendant, the balance shall be divided proportionately among the remaining
dependents.
[410] The proportionate entitlements are calculated as follows:
$646,238.49 - $5,065.50 = $641,172.99
Elizabeth: 100/641,172.99 x 340,924.85 = 53.17 per cent
Ruby: 100/641,172.99 x 32,207.72 = 5.03 per cent
Fanny: 100/641,172.99 x 41,250.13 = 6.43 per cent
Emma: 100/641,172.99 x 49,194.46 = 7.67 per cent
Fredricka: 100/641,172.99 x 73,051.21 = 11.39 per cent
Rim: 100/641,172.99 x 82,097.62 = 12.81 per cent
Maryanne: 100/641,172.99 x 2,329 = 0.36 per cent
Padaila: 100/641,172.99 x 10,059 = 1.57 per cent
Wanika: 100/641,172.99 x 10,059 = 1.57 per cent
Orders
[411] My orders in claim 195 of 2007 are:
1. Judgment for the plaintiff (Elizabeth Stephen, for and on behalf of the estate
and dependents of Gordon Kris, deceased) against the defendant in the sum
of $500,000.
2. I direct pursuant to s 35(9) of the Civil Aviation (Carriers’ Liability) Act
1959 (Cth) that:
(a) $5,065.50 of the judgment sum is payable for funeral expenses;
(b) the balance of the judgment sum, after deduction from it of any costs
not recovered from the defendant, shall be divided amongst the
following persons in the following proportions:
(i) Elizabeth Stephen 53.17 per cent
(ii) Ruby Stephen 5.03 per cent
(iii) Fanny Stephen 6.43 per cent
(iv) Emma Stephen 7.67 per cent
(v) Fredricka Stephen 11.39 per cent
(vi) Rim Stephen 12.81 per cent
(vii) Maryanne Stephen 0.36 per cent
-- 73 of 74 --
74
(viii) Padaila Kris 1.57 per cent
(ix) Wanika Mooka 1.57 per cent
3. I will hear the parties as to costs.
-- 74 of 74 --
Official source: https://www.sclqld.org.au/caselaw/QSC/2012/311