POL00069657 - Fax; Disclosure list in PO v Castleton

Evidence on official site

Fax

If any of this fax is missing or illegible
please telephone the number below

POL00069657
POL00069657

Band. learce

Bond Pearce LLP
Ballard House
West Hoe Road
Plymouth PL1 3AE

To: Mandy Talbot

cc:

Royal Mail Legal Services

Your ref:

From: Stephen Dilley

Our ref: S$JD3/KAK2/348035.134
Date: 22 November 2006

Number of pages:

VERY URGENT
Post Office

ited

Confident

Lee Castleton

nti
TipoRTANT = The Information in ths fax is confidential and may be legally privileged. If you are not the intended
recipient, please do not use, disclose, copy or distribute its contents. Instead, please notify the sender as soon

as possible and destroy the fax.

Bond Pearce LLP, a Limited Liabil
Registered office: 3 Temple Quay

Partnership. Registered in England and Wales number 0C311430.

remple Back East Bristol B51 6DZ. VAT number GB143 0282 07.

A list of members of Bond Pearce is open for inspection at the registered office. Regulated by the Law Society,

1A_1238610_1

www.bondpearce.com
POL00069657
POL00069657

22 November 2006 Bond Pearce LLP
1 Ballard House

West Hoe Road
Plymouth PL 3AE

Mandy Talbot
Company Secretary's Office
Royal Mail Legal Services

Our ref:
$3D3/KAK2/348035.134
Your ref:

Dear Mandy

VERY URGENT
Post Office Limited -v- Lee Castleton

I refer to our telephone conversation this morning and as discussed,
you to approve, sign and date and fax back to me on!

attach a copy of the disclosure list for

I look forward to hearing from you as soon as possible today.

Kind regards.

p!
Solicitor
for and on behalf of Bond Pearce LLP

Enc

Bond Pearce LLP, a Limited Liability Partnership. Registered in England and Wales number 0C311430,
Registered office: 3 Temple Quay Temple Back East Bristol BS1 6DZ. VAT number GB143 0282 07.

A list of members of Bond Pearce is open for inspection at the registered office. Regulated by the Law Society. www.bondpearce.com
1A_1238606_1
POL00069657
POL00069657

List of documents: ne ee ao och ‘okcion

standard disclosure

Notes Claim No. I HQ05x02706

« The rules relating to standard disclosure are contained Cla Post Office Limited
in Part 31 of the Civil Procedure Rules. told a)

+ Documents to be included under standard disclosure $3D3/348035.134
are contained in Rule 31.6 Defendant I Mr Lee Castleton

+ A document has or will have been in your control if you I “esine re
have or have had possession, or a right of possession,
of it or a right to inspect or take copies of it. Date

Disclosure Statement

I, the above named
Claimant (1) Defendant

Party (if party making disclosure is a company, firm or other organisation identify here who the person making the
disclosure statement is and why he is the appropriate person to make it)

I am the person with overall responsibility at Post Office Limited for this case.

state that I have carried out a reasonable and proportionate search to locate all the documents which I am
required to disclose under the order made by the court on (date of order)

9 March 2006

I did not search for documents:-

[x] pre-dating [15 july 2003

[x] located elsewhere than

Documents with accounting teams in Chesterfield, personal records held in Leeds, together with HSH
and NBSC call logs, transaction information, Girobank and Inventory team in Leeds and at Fujitsu.

(J in categories other than

(J for electronic documents

I carried out a search for electronic documents contained on or created by the following:
(list what was searched and extent of search)

(a) The electronic data we have searched for is from an Electronic filing cabinet (EFC) which has all
documents relating contractual issues in one place for ease of reference and retrieval.

(b) The categories of electronic documents not searched (see next page) for is either because it is not
believed such categories exist, or because such electronic documents (if any) would not fall under CPR
31.6.

N265 Standard disclosure (10.05) © Crown Copyright Laserform Inti! 10/05
7%
POL00069657
POL00069657

I did not search for the following:-

documents created before 18/7/03 for financial docs

documents contained on or created by the [_] Claimant [_] Defendant

(] PCs [x] portable data storage media
(J databases o servers
[x] back-up tapes (CO off-site storage

{x] mobile phones laptops

handheld devices

x] PDA devices

documents contained on or created by the [_] Claimant [[] Defendant

{J mail files (] document files
calendar files web-based applications
graphic and presentation files

(] spreadsheet files

documents other than by reference to the following keyword(s)/concepts
(delete if your search was not confined to specific keywords or concepts)

I certify that I understand the duty of disclosure and to the best of my knowledge I have carried out that duty.
I further certify that the list of documents set out in or attached to this form, is a complete list of all documents
which are or have been in my control and which I am obliged under the order to disclose.

I understand that I must inform the court and the other parties immediately if any further document required to
be disclosed by Rule 31.6 comes into my control at any time before the conclusion of the case.

(J) I have not permitted inspection of documents within the category or class of documents (as set out below)
required to be disclosed under Rule 31(6)(b) or (c) on the grounds that to do so would be disproportionate to
the issues in the case.

Signed Date

(Claimant) (OOOO) KXXKGODOCIOOR

1237865
List and number
here, in a convenient
order, the documents
(or bundles of
documents if of the
same nature, e.g.
invoices) in your
control, which you do
not object to being
inspected. Give a
short description
of each document
or bundle so that it
can be identified,
and say if it is kept
elsewhere i.e. with a
bank or solicitor

POL00069657
POL00069657

I have control of the documents numbered and listed here. I do not object to you
inspecting them/producing copies.
see attached list.

List and number
here, as above,
the documents in
your control which
you object to being
inspected,

(Rule 31.19)

Say what your
objections are

I have control of the documents numbered and listed here, but I object to you
inspecting them:

Correspondence passing between the Claimant/Part 20 Defendant and their solicitors for the
purposes of this action, instructions and opinions of counsel, drafts of pleadings and other
documentation settled by Counsel, Experts’ drafts and opinions and all other documents of a
confidential nature brought into being for the purposes of this proposed action.

I object to you inspecting these documents because:
they are privileged.

List and number
here, the documents
you once had in your

control, but which
you no longer have.
For each document
listed, say when

it was last in your
control and where it
is now.

I have had the documents numbered and listed below, but they are no longer in my control.

Originals of documents described as copies which are in the hands of recipients or
lost/destroyed.

1237865
POL00069657

POL00069657

No. DOCUMENT Date/Week

1. Horizon Message Store Various

2. Horizon system user guide Various

3. Horizon Operations Manual Various

4. List of Software updates 01/2004 to 04/2004

5. Spreadsheet of stock remittances 01/2004 to 03/2004

6. Spreadsheet of errors brought to account 2003 to 2004

7. Spreadsheet of total daily cash declaration 01/2004

8. Spreadsheet of total daily cash declaration 02/2004

9. Spreadsheet of total daily cash declaration 03/2004

10. Spreadsheet of daily cash declarations by denomination 11/03/2004 to
31/03/2004

11. Spreadsheet of notes delivered to the Marine Drive branch 18/07/2003 to
31/03/2004

12. Spreadsheet of coin delivered to the Marine Drive branch 18/07/2003 to
31/03/2004

13. Spreadsheet of notes and coin delivered to the Marine Drive branch 18/07/2003 to
31/03/2004

14. Daily procedures and Horizon Reports Edition 4/10/2005

15. Balance Procedure 03/2006

16. Subpostmasters Contract 09/1994 edition

17. Amended Particulars of Claim 23/10/2006

18. Order of Deputy Master Nussey on behalf of Master Fontaine 25/08/2006

19. Order of Master Turner 23/10/2006

20. Notice of Trial 04/12/2006

21. Notice of date for Returning Pre-Trial Checklist 23/10/2006

22. Email from John Jones to Catherine Oglesby 25/06/2004

23. Letter from Defendant to Chery! Woodward Undated

24. Letter from Defendant to Cheryl Woodward 19/08/2004

25. Letter from Defendant to Cheryl Woodward 24/08/2004

26. Letter from Defendant to Cheryl Woodward. 01/12/2004

27. Letter from Defendant to Cheryl Woodward 15/12/2004

28. Letter from Cheryl Woodward to Defendant 15/12/2004

29. Letter from Defendant to Cheryl Woodward 16/12/2004

30. Interpartes solicitors correspondence post dating the Claimant's first I 18/5/2004 onwards

disclosure list

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