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1/1/2005

START DATE

END DATE

1/31/2007

Terry Coxon et al v Minister of Finance et al

COURT:

LAW:

JUDGE(S):

CLAIMANT'S LAWYER:

DEFENDANT'S LAWYER:

Supreme Court of Bermuda

Civil Law Tax Law

The Hon. Justice Norma Wade-Miller

Mr. Mark Diel Marshall Diel & Myers

Mr. David Kesseram Cox Hallett & Wilkinson and Ms. Debra-Lynn Goins Attorney General?s Office

FACTS OF THE CASE:

The case involves a dispute over the legality of notices issued by the Minister of Finance demanding information from financial institutions about U.S. taxpayers related to the enforcement of the U.S.A. - Bermuda Tax Convention Act 1986. The claimants argued that the notices were issued without proper jurisdiction were based on incorrect facts and constituted a 'fishing expedition'

SUMMARY:

Whether the Minister had the jurisdiction to issue the notices and if the notices were legally valid

OUTCOMES:

The application to quash the notices was refused

RULED IN FAVOUR OF:

Defendant

PLAINTIFF/CLAIMANT

DEFENDANT:

DURATION (DAYS):

ISSUES:

RELEVANCE:

RULING:

RULING TYPE:

CASES CITED:

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Terry Coxon et al v Minister of Finance et al

The case involves a dispute over the legality of notices issued by the Minister of Finance demanding information from financial institutions about U.S. taxpayers related to the enforcement of the U.S.A. - Bermuda Tax Convention Act 1986. The claimants argued that the notices were issued without proper jurisdiction were based on incorrect facts and constituted a 'fishing expedition'

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