OUTER HOUSE, COURT OF SESSION
[2007] CSOH 153
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PD1388/06
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OPINION OF LADY
DORRIAN
in the cause
ANNE McGREGOR
Pursuer;
against
LMRS FARM LIMITED
Defenders:
ญญญญญญญญญญญญญญญญญ________________
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Pursuer: Peoples QC, Hoffard; Digby Brown
Defender: MacPherson,
Solicitor/Advocate; Simpson &
Marwick
28 August 2007
Background
[1] The
pursuer was injured when she was thrown from a horse during a riding lesson at
the defenders' premises on 2 April
2005. Damages were agreed in
the sum of ฃ30,000 with interest at
the judicial rate from 12 June
2007. The case came before
me on the issue of liability. No issue
of contributory negligence arose.
[2] The
nub of the pursuer's case was that she should not have been given the horse in
question for the lesson she was attending on the day of the accident.
Evidence
[3] The pursuer had been
attending group lessons which were held in an arena at the defenders' premises,
consisting essentially of a large shed, almost fully enclosed and rectangular
in shape. 2 April 2006 was the pursuer's tenth
lesson. Her first three to four lessons were in a basic beginners class (level
1) in which someone took her horse on a lead rope for at least two lessons or otherwise
walked beside her. The next five lessons
were at a standard level for beginners (level 2) where the riders learnt a
rising trot and eventually learnt to canter.
The pursuer had learned to ride and trot comfortably. She had received some instruction in
cantering but said that the most she had achieved was a fast rise and trot and the
start of a canter. Her difficulty with
cantering was achieving the balance of sitting in the saddle and steering at
the same time. For the vast majority of
lessons to this point the pursuer had had the same instructor, Kelly, and the
same horse, namely "Third Time." She
described this as a good horse in lessons who appeared to take a lead from the
instructor as much as the rider and was about 30 years old. She had no problems controlling that horse
but said that she did not feel confident and had trouble getting the horse into
a canter. She discussed that with Kelly who
said she should remain at level 2 for another couple of weeks until she
mastered the canter.
[4] When
the pursuer went to book her next lesson with the proprietor of the riding
school, Dr Faith Anstey, Dr Anstey said she thought the pursuer
would be moving up a level (to level 3) and the pursuer explained what Kelly
had said. Dr Anstey went to check
with Kelly and on her return said "No, we'll put you up". The pursuer said that she would give it a go
as long as she was on Third Time.
[5] When
the pursuer turned up for her level 3 lesson on 2 April, Third Time
had gone lame and a different horse, Suchard, was provided for the
pursuer. To the pursuer Suchard looked
bigger and slimmer than Third Time, and was much younger. She described Third Time as being the
reliable Volvo compared to Suchard's Ferrari.
The pursuer was assured that she would be fine on Suchard. The instructor was Natalie Motion who
had not instructed the pursuer before.
The pursuer found Suchard a faster horse than Third Time and felt that
she kept having to pull her back even on a rising trot. About half way through the lesson the
instruction was given to canter each horse in turn, the lead horse cantering
around the arena until it was the rear horse, at which point the new lead horse
would be taken into a canter. The
pursuer said she did not want to do this exercise on Suchard. Natalie Motion agreed that the pursuer
should continue to do rise and trot.
[6] Towards
the end of the lesson everybody required to canter for a second time. Natalie Motion asked whether the pursuer
wished to do so but, according to the pursuer, she declined and it was agreed
that she should do as before. She
commenced to do so but her next memory was of being picked up off the
ground. She said she had not attempted
to canter during the lesson and was unhappy with the horse throughout. In her previous lesson she had been given
instructions on how to canter but could not now recall what they were. She maintained that after the accident
Dr Anstey said "Sorry this happened, maybe I shouldn't have put you on
Suchard" although she conceded the possibility that she might be confused.
[7] Phoebe Kay,
now 14, took the same class as the pursuer on 2 April. She had been going to the stables for a number
of years and helped out there. She had
never seen Suchard in an intermediate class or being ridden by a beginner. Suchard had been ridden earlier that day in
an advanced class. She did not think the
pursuer looked confident that day.
Natalie asked the pursuer if she wanted to canter but they agreed on
going for a trot. She did not think
there was any indication that the pursuer wanted to canter and she thought that
the accident report, 6/13 of process, which suggested that the pursuer said
that she felt ready to do the second canter, was inaccurate. The pursuer trotted down the side but
something "must have spooked the horse" which broke into a canter and the
pursuer fell off. The pursuer appeared
to do well until the corner.
[8] The
pursuer led evidence from Dr Marsden, a freelance riding instructor and
equestrian consultant, who had had been in court during the evidence of the
pursuer and Phoebe Kay. She said
that it was extraordinarily important to select a suitable mount for a rider, probably
the most important thing a riding school had to do. She referred to page 45 of the British
Horse Society Training Manual where the following paragraph appears:
"Assessments,
whether for lessons or hacks, are essential in any well run riding school. Find out what the rider's previous
experiences and make sure that you mount the rider well within that
experience. Some riders have inflated
opinion of what their ability is. Never
take a rider for granted, always find out by systematic appraisal of how they
handle the horse, have they managed the tack and how they mount, as well as the
riding ability in walk, trot and canter."
The suitability of the horse and
the nature of the lesson go together. Experience,
ability and level of competence all have to be taken into account. The ability of the rider is very important,
as are the temperament, nature and athletic ability of the horse which must
match the rider's ability and be appropriate for the lesson. The level of confidence of the rider is also
relevant. Some are too confident and
should be given a steadier horse to reign them in. Some are under-confident and a school might
pick a quicker more athletic horse to bring the rider on. It is good practice for people to try more
than one horse. It is also important to
consider the classes which the horse has been ridden in. Horses learn the exercises and the horse's
reaction to someone doing the right or wrong thing will become known to
instructors during lessons. For the more
novice rider one is looking for a horse who will react to a small part of the
correct signal, listen also to the instructor and be coerced into doing the
right thing. These horses are ideal for
a novice or beginner but as riders gain experience they would be annoying.
[9] A
horse suitable for an experienced rider might not be so good for a beginner
although there are some slower, stoic horses who can come up to the mark for a
more experienced rider. Taking a horse
used only to more capable riders and putting it in a novice class would present
a safety risk as it would react only to the correct signal. A horse ridden by more capable riders is
likely to be uncomfortable, upset or react in an unusual way when given to a
more novice rider. The natural reaction of
the horse would be to run away from such discomfort. The description of the horse taking off and
its halt position in the arena as described in precognition was classic of a
capable horse reacting naturally to confusing signals from an inexperienced
rider.
[10] In the accident report 6/13 of process the instructor noted
that she felt the pursuer was not "with the horse", which is horsey jargon for
being unbalanced. It is good practice to
notice that. An unbalanced rider trying
to canter will become more unbalanced, and give conflicting and confusing
signals to the horse which will feel uncomfortable and will start to run. Learning how to get into a canter and
retaining one's balance when cantering are key points in learning to ride. Dr Marsden thought the pursuer had been
unable to make the breakthrough to a canter as she was nervous of it. The description of what happened at page 3
of the accident report 6/13 of process makes sense. It would have been reasonable to ask if the
pursuer wanted to canter the second time as she might have recovered her
balance, become more in control, warmed up more and done more balance exercises
so it could be appropriate. If the
instructor is used to getting people to canter and encouraging them it is good
practice to ask.
[11] Dr Marsden had carried out a scrutiny of the stable's
diary and noted a pattern of the use to which Suchard was put, primarily for
very particular lessons and by a small number of people. She could only find one entry for level 3
class, namely on 1 May and inspection of that suggests that the horse was
in fact not being used for that lesson at all.
[12]. In cross-examination Dr Marsden agreed that it was a
judgement call regarding which horse should be used. The picture here is not of a horse being
spooked, which has a particular meaning and she did not think that Phoebe Kay,
in using that term, was referring to such a phenomenon. Asked what it was about the horse which
should have caused Dr Anstey to conclude that it was not suitable Dr Marsden
referred to the way the horse behaved in more advanced lessons, its sensitivity
and obedience. It was a very difficult
decision and Dr Anstey might have felt that Suchard was the most suitable
horse available but for safety purposes one should not bow to commercial
pressure and should only ever choose a horse well within the capability of the
rider.
[13] Asked what, in advance of the lesson, would have told
Dr Anstey not to put the pursuer on Suchard, she repeated her comments
about the effect of a beginner on a sensitive and obedient horse. Dr Anstey had to consider all the relevant
factors and make a judgement. Where a
horse is first being introduced at that level it would be normal to put it on
an instructor first. One would not put
it with a rider who was moving up a level and only had the pursuer's
experience. Putting a rider like that on
a different horse which has never worked at that level is not sensible. It is a combination of these things which is
the problem. An inexperienced,
unconfident rider can be moved up reasonably but not on this horse and vice
versa. If the horse as a matter of fact had
been ridden by a less confident, unbalanced rider and dealt satisfactorily with
that situation, then it might have been reasonable to put Mrs McGregor on
it. She added that any horse could be
capable of reacting as Suchard did.
[14] The defenders' first witness was Natalie Motion, the
riding instructor on the day in question.
She had taught riding for 15 years and was a part-time instructor
at the stables. She knew Suchard before
that day and described her as a middle of the road horse, "maybe not ultra quiet but not one you would worry about someone
learning to ride on. She was a pretty
calm, sensible sort of beast" of about 8-12 years old. A suitable rider for Suchard was someone who
could steer, had a reasonable level of balance for the lesson and a reasonable
grasp of the basics of riding a horse, nothing too advanced. She was suitable for anyone taking the 11.15
(level 3) class dependent on their size.
An adult would not want to be riding something much smaller. Her temperament was much of a muchness with
other horses in the lesson. She was not
a flighty horse. Suchard would allow
mistakes and not penalise too heavily for it.
She was the nearest to Third Time, although perhaps slightly bigger.
[15] On 2 April she thought there was another rider who had
been moved up with the pursuer and in that situation she normally went back to
basics in the lesson. On this particular
lesson they spent about 45 minutes of exercises walking, trotting, and
doing a rising trot, all to establish the degree of control and balance of
every rider. She knew that the pursuer
usually rode Third Time and had not ridden Suchard. At the start of the lesson the pursuer seemed
relatively confident. She did very well
in the walk and trot exercises and Miss Motion felt able to assess her riding. At the first cantering exercise she asked the
pursuer to do a sitting trot. She wanted
her to do it one more time to make sure.
If a rider can retain good balance for that, the balance will be good
enough for a canter.
[16] At the second cantering exercise she asked the pursuer if she
felt she would try a canter or not, saying that if she did not feel like doing
so she should just repeat what she had done.
The pursuer said she felt she would like to have a canter. Miss Motion repeated instructions she
had given about how to have one hand on the reins and one on the saddle. At the start of this exercise she was quite
impressed with the pursuer's performance but then "I saw her tip forwards,
bringing her legs back and she lost balance."
The horse accelerated when touched with the pursuer's legs but the
pursuer did not put both reins in one hand, which caused the horse to turn
left. She then started pulling the right
rein to slow the horse and when the horse approached the end of the arena, it
was moving across the school rather than round it. It was at this point that the horse stopped
abruptly and the pursuer came off.
[17] She described Third Time as a very old horse whereas Suchard is
much younger. She made the comparison
between a 70 year old jogging and a 30 year old jogging. The horses were similar in size and
temperament if not in age and athleticism.
Suchard was a younger version of Third Time. Both were what is described as a thoroughbred
cross, the same saddle fits both and they are about the same dimensions. Third Time was not really suitable for the
11.15 (level 3) lesson because she is too old for jumping. Suchard is a capable horse favoured by anyone
wanting to canter, but for an instructor to ride her another horse would have
to be lame or there would need to be some other problem. If she had continued to think that the pursuer
was "not with the horse" she would not have let her canter because she would
not be in balance.
[18] During the exercise the pursuer was not asked to do the first
canter as Miss Motion wanted her to get as much time to get used to the
animal before doing it. She thought she
could do with one more time to get familiar with the horse. Initially she said that any lack of
familiarity with the horse was not really exhibiting itself. She was then shown 6/13 of process in which
she wrote that the pursuer was "not with the horse". When her attention was drawn to that she said
that the pursuer must have impressed her as being more with the horse by the
second canter. She must have looked
better or she would not have allowed her to canter. The pursuer had not appeared unconfident.
[19] The information that the pursuer had cantered before came from
Dr Anstey and Kelly that morning. A
client would not be moved up if she had not cantered before. That is a pre-requisite for that class. Had she thought that the pursuer had never
cantered she would not have allowed her in the class.
[20] Miss Motion had been unhappy about Third Time being used
for the 10 o'clock advanced (level
4) class as she felt that the horse was not up to it. She would have difficulty once round the arena
and there would be no jumping in a lesson where she was involved. Her attention was drawn to the absence of
Suchard's name against 11.15 lessons and she indicated that she had taught with
Suchard at an 11.15 lesson. The diary
did not always reflect what had actually happened in practice since changes
sometimes had to be made after the bookings had been finalised.
[21] The next witness for the defender was Dr Anstey, the then
proprietor of the stables who had run the business for 26 years. On 2 April there was a level 4
class at 10 o'clock, a level 3 at 11.15, a half hour trek for
complete beginners at 11.15, a complete beginners lesson at 13.45, a level 2 class at 15.00 and an
overflow lesson at 16.15 which was in fact for complete beginners. When people are moving from level 2 into
level 3 they would be classed as intermediate.
[22] The diary was usually compiled by her and contained a
combination of bookings and what actually took place - probably a 90% accurate
reflection of what had happened. She
would fill in the horses on the Friday for the Saturday and then write what did
happen so she knew for the future.
[23] There is quite an art in making sure every rider is on the
right horse as far as possible. She made
the decisions but would discuss with instructors as to who should perhaps have
a change of horse and so on. She watched
a lot of what was going on in the school through a window from her office which
looked onto the arena. One had to use
judgment about whether to encourage someone to ride a particular horse or
whether to discourage it. Sometimes it
was necessary for their development. She
tried to look at the lessons two or three times during each lesson. She knew all the customers and their
abilities. She knew the horses, their
size, physical features and temperament.
Knowing the temperament of the horse is absolutely essential in fitting
riders to horses. The factors to take
into account include the standard of the rider, and what they had learned to
do; the way they did them - some were
subtle, others were more clumsy; and the
temperament of the horse. If a horse
were too sharp, she would not put it in the beginners' class. By that she meant a horse which responds
quickly to the signal. The opposite also
happens - sluggish horses where riders use their legs and use their legs and
nothing happens. The level of schooling
of the horse is also relevant. Size is
relevant but not critical. A big horse
can be placid and vice versa.
[24] On 2 April, her memory is that Suchard had ridden in the 10 o'clock lesson. Third Time was an older horse. In her younger days she was very sharp and
quite a fast horse. She was very
responsive but now getting stiff. She
very much liked riding. She was part
Welsh Cob which is more exciting than the usual Cob and half thoroughbred or
Arab. She had no faults in the usual
sense, meaning she didn't bark or behave badly in other ways. She wasn't put on hacks as she went faster
than was good for a horse of her age.
She was very popular as she was very forward going but well-behaved. She was now doing less, edging towards
retirement. She would not often be in
the 10 o'clock class because the
work was more intense and she would get tired.
She was almost always in the level 3 and level 2 but not generally
at level 1 as she tended to go too fast for that.
[25] She would use Third Time for bold riders, not nervous
ones. Those who wanted her to go when
she should - and sometimes when she shouldn't: in the course of a lesson, if she thought it
was her turn she would go, but this was not problematic as she would stop to a
signal and was very obedient. Suchard
was about two inches taller, not a young horse but at 9 years, in her
prime, an ideal age for a school horse.
She had been out on a 21/2 hour trail several times without putting a
foot wrong. Dr Anstey said that if
a horse was going to misbehave, that is when it would happen. In her view she was just as well behaved as
Third Time and she did not have this "it's my turn" thing. She had been beautifully behaved for anyone
not a complete beginner although she did have a beginner on her - her owner
once put a friend on and walked her round on a lead rope. Dr Anstey did tend to put the more
experienced riders on Suchard as she was fairly new and Dr Anstey liked to
play safe. With a new horse she started
riding it herself, then staff would ride it, then experienced riders and she
would work her way down through the levels.
[26] On 2 April it was her decision to give Suchard to the
pursuer when Third Time went lame. It
occurred to her now that she could have said "would you like to go back to the 3pm class" to the pursuer but felt that would
have been babying her. Suchard was
suitable as she was the nearest to Third Time.
She was not slow, but well-behaved.
"In all we had seen, we had never seen her do the wrong thing, never seen
her buck, never go too fast." She was a
more bouncy horse than Third Time.
[27] Asked whether any other horses were considered, she said she
probably considered whether there was another she could swap, but all the
others were children and although Suchard had been ridden by children, she
thought the pursuer as an adult would be a more suitable match. Another option was for the pursuer to have
Suchard for the first half hour then to have Hugo who was out on a trek at the
time. She did not discuss that with the
pursuer. Safety was her first priority. If she thought it were unsafe for the pursuer
to go on Suchard she would never have put her on it. She never put anyone on a horse she didn't
think they were suitable for. "It would
be madness".
[28] She thought it easy to suggest in retrospect that it was the
wrong decision and to be wise after the event.
However, at the time what she knew of Suchard was that she had never
done anything remotely like that, never gone off with anyone, never gone too
fast. She had been on more exciting
rides - trail rides - where the opportunity to misbehave would have existed
were she going to do so. In fact, one
incident on a trail ride involved another horse going to try to overtake which
might have set them all off. A 12 year
old was on Suchard and instructed Suchard to stop which she did. It was the fact that Suchard was so obedient
that prevented an incident. There was
nothing to suggest she was a badly behaved horse. Dr Anstey had seen Mrs McGregor
ride a lot. She was very good for her
standard. She was confident and sat
nicely. Otherwise she would not have let
her ride Third Time which was Dr Anstey's own favourite horse. She didn't want her spoiled by a clumsy
rider.
[29] Suchard had been in the 11.15 class perhaps only a couple of
times. She was on it on 20 March,
ridden by Karen, a 14 year old who always asked for a steady horse. The fact that Suchard had gone well for Karen
in the earlier lesson would have been a factor in her decision. She thought Mrs McGregor probably found
the horse bouncy but did not think she could have found her too fast. Mrs McGregor did some wrong things and
panicked. A horse will often take its
line from the rider and might panic and so to that extent it is predictable. It is a possible reaction. Some horses never panic but they would not be
useful for anything other than complete beginners. It is a continuum. Suchard is in the middle or quiet end of that
continuum.
[30] The proposition that Kelly told the pursuer she should be in
the 3pm class for another couple of weeks
to master the canter was new to Dr Anstey.
She understood that the pursuer was ready and keen to move up and that
the school were holding her back. If she
had wanted to stay in the 3pm class
she would have been kept there. Kelly
was the head girl and they were discussing matters all the time. Dr Anstey said "I can't believe I'd have
moved her up if that happened. It would
be so against my policy." She didn't remember
Mrs McGregor mentioning misgivings to her but if she said Dr Anstey
consulted Kelly she would have done so but has no recollection of it. [31] Dr Anstey
had not seen anything to suggest that Suchard was not suitable for the 3pm (level 2) class but had not worked her
down to that level yet. Her feeling was
that Suchard was the nearest thing to Third Time, with much the same build. She agreed with Natalie Motion that
often Third Time wasn't suitable for the level 3 class. It was a harder class and Third Time tired
more quickly. However the only thing she
would not be able to do in that class was jump.
[32] The phrase that "she was not with the horse" suggests that it
was the sitting trot which was the trouble. This was not a big problem. It would not be reasonable to say you are
having a little difficulty with the sitting trot, take another horse - people
would never learn. Shown No. 6/13 where
Natalie Motion noted that the purser was not "with the horse" and that she
told her not to canter the first time, Dr Anstey said "Fair enough - she
was giving her more time with the horse". It was put to Dr Anstey that the pursuer
said she had not cantered before. Her
reply was "It is this black and white business", by which I took her to mean
that it is not simply a matter of being unable to canter one day and able to do
so the next. She said that the pursuer wasn't
a perfect rider to the canter but people are always learning. The pursuer had in fact cantered Third Time
several times and done well.
[33] Karen Brown, aged 18, had worked at the stables in
2005, having been a helper there before that.
She had taken lessons at the school, starting as a complete beginner and
moving on to different levels. She ended
up in the 10 o'clock Sunday
class (level 5). She had ridden
Suchard whenever she was available.
There were a lot of people wanting to ride her. "She was a pretty calm horse when I was on
her and did not do anything wrong or anything like that." She was not aware of anyone else having
difficulty with her apart from the accident.
To her knowledge there was no difference between Third Time and Suchard.
[34] Charles Lane was led as an expert witness for the
defender. He was a BHS Intermediate
Instructor and a British Eventing Instructor and had been the team manager for
the British 3 Day Eventing Team at the Atlanta Olympics in 1996. He provides health and safety advice to
riding schools. He sat through day 1
and day 3 of the evidence. From what
he had heard he could see no reason why Suchard should not be used as a riding
school horse. Apart from the accident he
had heard no criticism of her.
Dr Anstey was approaching the question of selection in the right
way. She seemed to have considered the
horse similar to the horse the pursuer had been riding which was an appropriate
way of making the decision. As long as
Dr Anstey thought it was suitable, and there was no reason to think
otherwise, it was an appropriate decision.
He had not heard any evidence to suggest that Suchard was not suitable. The fact that Suchard was almost always in the
10 o'clock class was no reason
whatsoever to weigh against the decision.
There has to be a reason making the horse unsuitable, a characteristic
which made it foreseeable that the pursuer was going to have difficulty. His view was not affected by the evidence of Natalie Motion
that Third Time was not really suitable for the 10 o'clock
or 11.15 classes. Third Time was
suitable for trotting but not jumping and that seemed sensible given her age. Jumping would make her lame. He agreed that the less competent a rider is,
the more likely they are to get something wrong, but all horses are
unpredictable. The less likely they are
to charge off, the better for the rider.
However, you have to balance against that the need to have a horse that
will go forward, and that will go into a canter reasonably easily, as a rider should
not have to struggle to get the horse into canter. A balance has to be struck and it is an imprecise
art.
[35] Although Dr Anstey was working Suchard down through the
levels, Mr Lane thought
that she was probably suitable for beginners on a leading rein and so would
have been suitable for standard 1 or 2. As to the proposition that it is important to
consider the lessons the horse had ridden in before, he said one had to look at
the horse and its temperament, not simply the lessons it had ridden in. The fact that the horse might normally be ridden
by a more advanced rider is not critical.
As for the proposition that horses used to experienced riders can get
upset if given to a less experienced rider, it would depend entirely on the
temperament of the horse.
Submissions
[36] Counsel for the pursuer submitted that the
issue was whether Dr Anstey had failed to take reasonable care for the
safety of the pursuer. He pointed out
that it had been a busy Saturday morning, "a bit chaotic", with a number of
classes running. Dr. Anstey was
responsible for selection of the horses.
It was the pursuer's first Level 3 class and she was expecting to
ride Third Time. There was no issue over
what actually happened: the horse
speeded up then came to an abrupt halt.
During that time the rider was not in control and probably did things
which were not appropriate.
[37] The
pursuer's case is that she should not have been on that horse in that class on
that date. One must look at the
combination of circumstances - a new class, a new instructor and a new horse
which had been used almost invariably by more experienced riders. The only time the horse appears to have been
ridden in the 11:15 class was with Karen Brown. Evidence from Natalie Motion that the
horse had been ridden a few times at 11:15 and not changed in the book
was not reliable since Dr. Anstey said there was a high-degree of accuracy
in the book. Third Time was accustomed
to being ridden by riders at the pursuer's level although counsel accepted that
it was also used by more experienced riders. Suchard was not accustomed to the Level 2
Class or the Level 3 Class, and was neither the obvious nor the appropriate
choice. Dr Anstey herself did not
consider Suchard suitable for Level 2.
[38] The
pursuer's evidence was that she had not mastered cantering at Level 2 and the
instructor had suggested she should have extra time at that level. If the pursuer did achieve cantering, it was
not very many times. She had not done it
countless times. At best she had limited
experience of cantering. There must be a
considerable doubt over whether she had mastered the canter and was ready to
move up. Her performance that day is
consistent with her evidence to the court.
One could say that Third Time was a safe choice if the pursuer couldn't
canter well. If Dr Anstey was
asking on 2 April what might happen, the answer must be she simply didn't
know, because Suchard was not a Level 2 horse and was not even accustomed to
Level 3 riders. Suchard was not an
appropriate substitute and was not similar to Third Time. Third Time was old and arthritic while
Suchard was young and athletic, and on the pursuer's evidence, much faster.
[39] Moreover,
no thought was given to postponing the lesson until Third Time recovered. Dr Anstey hadn't even thought of other
possibilities which may speak eloquently of not giving the selection the care
and attention it deserved. On the
pursuer's evidence that she was not ready to move up, the decision to put her
on Suchard is all the more indefensible.
The pursuer said that she made Dr Anstey aware of what Kelly
said. Dr Anstey had little recall
of anything that was said and the pursuer's evidence which was unchallenged. According to the pursuer, Dr Anstey said
that she was, perhaps, wrong to put her on Suchard although Dr Anstey
could not recollect any discussions with the pursuer. That might suggest an immediate recognition
that the decision was not thought out.
[40] The
factual disagreement over whether the pursuer was going to try to canter or not
probably doesn't matter as she should not have been on that horse. Natalie Motion's evidence that she was impressed
by the pursuer's balance and that she was comfortable was contrary to what she
wrote in the accident report. That is a
guide to her reliability and the pursuer should be preferred on the issue of
whether she was prepared to canter. It
is true to say that the pursuer probably reacted inappropriately. Counsel then referred to Crow v French, Lord
Hamilton 29 March 2000 and Clayton, Robertson v Horses in Scotland, Lord McPhail
22 March 2007.
[41] For the
defenders, Mr McPherson sought absolvitor,
submitting that the correct formulation of the question for the court is that
the pursuer has to prove that Suchard should not have been selected for her on
that particular day. Two critical issues
are raised on record. The first is that
the horse had only been ridden by advanced riders - this was not established in
evidence and there were no other averments regarding Suchard's character
history etc. The second matter is foreseeability. It is averred that it was foreseeable that the
horse would "bolt" when others cantered in her presence whilst she was
restricted to a trot. If the question is
the selection of the horse this has to be foreseeable to Dr Anstey at the
time of selection. The pursuer has
failed to prove anything approaching that averment, particularly not that the
horse bolted.
[42] However
the evidence about whether the pursuer agreed to canter is resolved, it is
clear that Suchard at one point went faster than the pursuer expected and she
became unbalanced. The evidence of the
pursuer and Natalie Motion together was that she was unbalanced at the
faster rate. To that extent the dispute
is not material. There is an absence of
any evidence to support the proposition that this was foreseeable. Natalie Motion treated the class
cautiously and there is nothing to say that she should have foreseen that the
pursuer would become unbalanced or that Suchard would go faster than expected.
[43] Crucially
there is nothing to suggest that there was anything about Suchard which ought
to have been known to Dr Anstey before the lesson began. The pursuer did not aver that Suchard bolted
because she had that nature nor did she prove that. There was no evidence to suggest that any
other horse would have behaved differently.
As to the factual dispute the accident report is more likely, as a
contemporaneous record, to be correct.
If memories on both sides have faded over two years it is difficult to
see how Natalie Motion would have been wrong at the time.
[44] The
pursuer has to prove that Dr Anstey's decision was negligent. The solicitor advocate for the defender
initially submitted that this was not a straightforward duty of care case and
referred to Hunter v Hanley 1955 SC 200 at 206. He submitted there was a usual and normal
practice, namely the practice of fitting riders to horses. After further submissions he seemed to accept
that this was not a practice but an objective.
However, the issue was one of judgement and the overall duty of care had
to be assessed in the light of particular considerations in relation to
judgement. Where there is a reasonable
range of options the pursuer has to say that others would not have taken the
decision that was made.
[45] The
pursuer relies on Dr Marsden but she made a number of critical concessions
which means that the pursuer can not succeed. She recognised that there was no specific
evidence that this horse was not suitable for intermediates. She agreed it was reasonable for the school to
take account of the history of the horse as known to them. She recognised that her assumptions could be
challenged by anyone with direct experience of the horse. She agreed that if Dr Anstey had
experience of the horse from which she formed the view that it was suitable for
the pursuer, she could not challenge that. Reference was made to Rieley v King's Law 1975
S.C. 28 as an example of what was needed as proof in this sort of
situation, namely evidence about how the horse has been known to behave in the
past. The pursuer has not even proved
that the behaviour of the horse caused the accident. A rider has fallen off in a classic situation
and it does not follow from Suchard's appearance in the 10:00 class that the accident was
caused by some predisposition or temperamental characteristic of the
horse. On the facts, the court has
evidence that Suchard was known to the school and Dr Anstey as a steady
horse with no history that would cause any concern by putting her with the
pursuer in that lesson.
[46] The
pursuer gave evidence of what Kelly, apparently, thought and the court has to
give that the weight it deems appropriate.
In the absence of Kelly the court will have to be cautious. It was not put to the pursuer that it was
untrue, but the issue does not arise in the pleadings or in Dr Marsden's
evidence or the report. Little, if
anything, turns on this point. The
pursuer says that Kelly spoke to her and she spoke to Dr Anstey. There is no reason to think that anything
happened other than that Kelly and Dr Anstey spoke and the issue was
resolved. There is no evidence that on
2 April the pursuer held the view that she should not have been attending
that class. There can be no criticism of
her being in level 3 because Dr Marsden did not criticise it. The pursuer is setting an unreasonable
standard for Dr Anstey.
Discussion and Decision
[47] It is important to identify
exactly what the pursuer's case is and what it is not. Despite some discussion of the subject, the
pursuer does not attack the decision to put her into level 3 on 2 April.
Rather her criticism is levelled at the
choice of horse made for her on that date. Her case is that the horse was unsuitable for
someone moving from level 2 to level 3. She did not base this claim on any inherent
behavioural characteristic of the horse. Her position was that first, the horse was
accustomed to more advanced riders and not to inexperienced riders who might
give incomplete or confusing signals to the horse; and second, that if one
places a more capable horse of this type with an inexperienced rider, an
accident of the type which occurred here was foreseeable. There was some evidence, particularly from Dr Marsden,
and to some extent from Dr Anstey that where a more capable horse is faced
with contradictory or confusing signals it may become uncomfortable and can
react by taking flight. However, this
was evidence in the abstract rather than evidence relating to the particular
horse in question. There was no evidence
that Suchard might be expected to react in this way more than any other horse. Moreover, the evidence of Dr Anstey was
that in making her decision she was aware of the need not to put a horse that
was "too sharp" with a less experienced rider. The assertion of foreseeability was wholly
based on the fact that it was alleged that the horse was used to more
experienced riders.
[48] Suchard had in fact been ridden at the level 3 class,
although not very often. It is fair to
say that she was generally used by more experienced riders. The heart of the pursuer's case proceeded on
the assertion that where a horse is accustomed to being ridden at a more
advanced level it is ipso facto
negligence to place it with a rider at a lower level. I do not accept that to be the case. There was ample evidence that horses can vary considerably
and a horse accustomed to being ridden at a higher level may nevertheless be
suitable for a rider at a lower level. Central
to the pursuer's case was the proposition that there was such a thing as a
level 2 or level 3 horse. However there was no evidence that there was
any such thing. Much depends on the
nature and character of the individual horse as well as the ability of the
rider. Dr Marsden had no actual
knowledge of the horse in question or its temperament, or indeed of the
pursuer's riding ability. She proceeded
on information relayed to her about the pursuer's ability, and on assumptions
made purely on the use to which the horse had been put. However the horse and its temperament were
well known to the stables and to Dr Anstey and it was on her assessment of
its temperament and character that she based her decision. I do not think that decision can be faulted.
[49] The correct matching of rider and horse is clearly an art
rather than a science and is a matter which calls for judgement. The proper exercise of that judgement requires
that a number of matters be taken into account and one of the most important is
the nature of the horse. Dr Marsden
acknowledged that if information regarding the horse were known to the school
to suggest that she was a suitable mount for the pursuer, she herself could not
challenge that decision. Dr Marsden
did not know what had been Dr Anstey's professional opinion or on what it
had been based. Asked about what should
have alerted Dr Anstey to the unsuitability of the horse, she referred to
how the horse had behaved in more advanced lessons, its sensitivity and its
degree of obedience. These were in fact
matters of which Dr Marsden knew precisely nothing, yet were all factors
properly taken into account by Dr Anstey.
The evidence from Dr Anstey was that Suchard was selected for the
pursuer because she was the closest in temperament to Third Time, the horse
which the purser normally rode and liked. I accept Dr Anstey's evidence about the
comparative temperaments of Third time and Suchard. I also accept the evidence from Natalie Motion
that Suchard was "a pretty calm, sensible beast" who "would allow mistakes and
not penalise too heavily for it". According
to Karen Brown, whose evidence on the point I also accept, Suchard was "a
pretty calm horse and did not do anything wrong or anything like that". There is no suggestion that anyone, in the
time that the horse had been at the stables, had encountered any problems with the
horse.
[50] I do not draw any conclusion from the fact that Dr Anstey
would not have selected Suchard for a level 2 class, because her reason
for that had nothing to do with the temperament of the horse. It was a result of her own cautious way of
bringing a horse down "through the ranks" as it were. As Mr Lane
pointed out, there was nothing in any of the evidence to suggest that
objectively Suchard was a horse who was anything other than perfectly suitable
for the level 2 class and for the level 3 class undertaken by the
pursuer on the 2 April. Moreover,
although not a very significant point, Third Time was not exclusively used for
the level 2 classes, she was also used for level 3 classes which in
turn weakens the pursuer's argument based on such a horse being more likely to
respond only to the correct signals.
[51] There was a degree of dispute factually about whether the
pursuer had actually managed to canter prior to the 2 April. Her own evidence
was that she had "not mastered cantering" but of course it entirely depends on
what is meant by that. At one point she said that
she had not cantered "properly," at another that she had managed to go from the
trot to the start of a canter. This
is a learning process and one does not simply go from being unable to canter
one day to having "mastered" the canter the next. At some stage a person who has managed the
first part of a canter will have to proceed to completing it. It seems to me that the stables would be
entitled to take into account not only how far the pursuer had come in learning
to canter, but what her other skills in horsemanship were. For example, Dr Anstey felt that the
pursuer was very good for her standard. She
appeared confident and sat nicely. Natalie Motion
said that the pursuer appeared relatively confident and did very well in the
walk and trot exercises which were carried out on 2 April. I accept all of that evidence. The pursuer as an inexperienced horsewoman is
not in a good position to give evidence on this matter. I am satisfied that she had managed to canter
sufficiently for the requirements of a level three class.
[52] I am also satisfied that during the class of 2 April the
pursuer indicated that she was willing to try a canter. The accident happened two years ago and
memories may have been affected by the passage of time. That was clearly so in relation to some parts
of Natalie Motion's evidence. However,
the accident report prepared by her is a contemporaneous document and it
confirms her oral evidence that the pursuer indicated a willingness to attempt
a canter the second time. The pursuer
disputed this but I am afraid I think that her memory is at fault here. I also think Phoebe Kay's memory is at
fault. She was a fairly unforthcoming,
although compliant, witness with a demeanour that I can only describe as
"detached". I would find it difficult to
place any reliance on her evidence but I should point out that she was only
fourteen years of age when giving evidence and only twelve at the time of the
accident. I accept that at the second
cantering exercise Natalie Motion must have been sufficiently satisfied
with the pursuer's performance to ask her if she wished to canter. Dr Marsden indicated that this would have
been good practice if the instructor were so satisfied. Natalie Motion struck me as a careful
instructor and it is clear that she approached the class, in which there were
two new members, cautiously. She spent a
considerable amount of time on the basics so she could assess the degree of
control and balance of each rider and she made a reasonable decision not to ask
the pursuer to canter at the first exercise but to see whether she wished to
attempt it at the second.
[53] In all the circumstances I am satisfied that the decision to
place the pursuer on Suchard on 2 April was a reasonable one. I shall accordingly grant decree of absolvitor.