index to the alberta rules of court - thomson...

INDEX TO THE ALBERTA RULES OFCOURT

References are to rule numbers unless otherwise indicated; references tothe Surrogate Rules are indicated by the prefix “SR”. Any rule number setout without a decimal point being part of it (eg., 534) is a reference to an

old rule still in force, and will be found in Appendix II.

A • • costs, 10.33(2)• • deemed admissions if noABATEMENT OF ACTION

response, 6.37(3)• not after evidence heard, 4.35• • denial, contents of, 6.37(5)

ABSENCE OF CLERK OF • • serving notice to admit, 6.37(2)COURT, 13.40, 13.42• offers of compromise are not

ACCOUNTS AND INQUIRIES admissions, 4.27• referral to referee, 6.45 • records• • application to accept or vary • • deemed admission of, 5.15

report of referee, 6.46(2)• silence

• • conduct of proceedings, 6.45(4)• • necessity to plead release,

• • report of referee, 6.46 payment, statute of limitations,etc., 13.6(3)ACTION

• • not an admission, 13.12• category, 4.2• third party proceedings• commencement, place of, 3.3, 3.4• • deemed admission by third party• • transfer, 3.5• • • not denying liability toADDING PARTY

defendant, 3.52• amending statement of claim when

• • • not disputing defendant’sdefendant added, 3.76liability to plaintiff, 3.52

• generally, 3.74, 3.75ADVERSE INFERENCE• statement of defence of new• failure to call witness, 8.15defendant, 3.76(2)AFFIDAVIT OF RECORDSADDRESS FOR SERVICE, 11.15• affidavit of records, 5.5-5.16ADJOURNMENT• • admission of relevancy and• trial, of, 1.4(2)

admissibility not made, 5.15(3)ADMINISTRATORS • • admissions, deemed unless• judgment objected to, 5.15(2)• • against beneficiary, etc., 9.11 • • confidentiality, 5.33• representing those interested in the • • cross-examination on affidavit,

property, 2.1 5.11, 5.6 (annotation)• • failure to comply, 5.12ADMISSIONS• • further affidavit of records, 5.10• judgment on, 7.2

• notice to admit, 6.37 • • inspection of records, 5.6, 5.14

1889

INDEX TO THE ALBERTA RULES OF COURT

• failure to amend pleading inAFFIDAVIT OF RECORDS (cont’d)response to opposite party’s• • omission of record, 5.10, 5.16amendment, 3.62(5)• • order for inspection, 5.11

• grounds to require other side to• • privilege, 5.6 amend, 3.68(1)(b)AFFIDAVITS • method of physically effecting

amendment, 3.63, 13.17• blind or illiterate deponent, 13.22• response pleading, 3.62• conflicts between affidavits filed in

an application, 13.18 • trial, at, 3.65(4)• contents • with permission, 3.65• • alterations to be initialed by • without permission, 3.62(1)

person administering oath, 13.20AMENDMENT OF RULES OF

• • formal, 13.19 COURT, 1.6• • interlocutory motions, 13.18

APPEAL RECORD• • knowledge, 13.18

• contents, 14.18• • striking out irrelevant etc.

• criminal appeals, in, 854contents, 3.68(4)• judge may vary compliance with• cross-examination, 3.13, 6.7, 6.20 rules regarding, 14.73

• deponent not understanding • registrar may refuse to file, 14.92language, 13.23• service, 14.16(2)• execution, 13.19APPEALS• exhibits, 13.21• costs, 14.88• filing and service, 6.3• Court of Appeal, to• irregularity of form, 1.5• • adjournment• more than one deponent, 13.24• • • hearing, of, 14.73• requirements, 13.19• • appeal from judge or jury or• use throughout proceedings, 13.25

judge in chambers, 14.4• withdrawal, 3.68• • appeal hearing list, placement on,

AGREEMENT BETWEEN 14.33PARTIES • • Chief Justice to preside at• service of documents, 11.3 sittings, 14.32(5)• delay, 4.32, 4.33 • • consent order or judgment, leave

required for appeal from, 14.5AMENDMENT OF JUDGMENT• • costs, 14.88• default, 9.15(3)• • costs only, leave required for

AMENDMENT OF PLEADINGS appeal of, 14.5• amendment • • cross-appeal, 14.6• • by consent, 3.62(1) • • definitions, 14.1• • of irregularity, 1.5 • • discontinuance of appeal, 14.66• application to disallow amendment, • • dismissal for want of prosecution,

3.64 14.62, 14.63• costs, 3.66 • • documents on court file,• disallow, 3.64 production of, 14.28• endorsement to be made upon • • fast track appeals, 14.14, 14.17,

pleading when amended, 3.63 14.19, 14.22, 14.24, 14.34

1890


• re-arguing, 14.38APPEALS (cont’d)• • interest on judgment reversed or • reconsidering previous decisions,

varied, 14.80 14.46, 14.72• • intervener status, 14.37, 14.58 • restoring, 14.65• • judgment • Supreme Court of Canada• • • consent, 14.76 • • effect of entry of judgment from,

14.79• • • rendering of, 14.73• • master in chambers, no direct APPLICABILITY OF RULES

appeal from, 14.4 • analogy, 1.7• • new evidence, 14.75

APPLICATIONS, see MOTIONS• • new issue, 14.75(Ann.)

APPOINTMENT• • new trial, 14.75• litigation representative, 2.15, 2.21• • notice of appeal• questioning, for, 5.21• • • amendment of, 14.86APPROVAL OF SETTLEMENT• • • content of, 14.12• when some persons interested are• • • filing of, 14.8

not parties, 2.18• • • service of, 14.81ASSESSMENT, APPEALS FROM• • oral argument, dispensing with,

14.51 • assessment officer, 10.44, 10.45• • orders incidental to appeals, 14.37 • review officer, 10.26, 10.27• • place of entry of appeal and filing ASSESSMENT OF COSTS, 10.35-of documents, 14.18 10.43• • powers of court, 14.37, 14.40, • appointment for assessment14.73, 14.75, 14.86, 14.88

• • appointment, filing by, 10.37• • rearguing appeal, 14.38• • failure to attend, 10.16, 10.40• • security for costs, 14.67• • service, 10.37• • stay of execution, 14.48, 14.68• assessment officer• • striking matter from general• • defined, App. I Definitionsappeal list, 14.64• • powers, 10.38, 10.41• • value under $25,000, leave to

appeal required, where, 14.(1)(g) • costs consented to by party’s lawyershall be assessed as is, 10.36(3)• • view by court, 14.73

• costs of review, 10.23• criminal appeals, see CRIMINALAPPEALS • disbursements, 10.35

• divorce proceedings, 12.59 • form of bill of costs, 10.35• factums, see FACTUMS • lawyer and client costs• master in chambers • • agreement provided to assessment

officer, 10.13, 10.14• • Court of Appeal, no direct appealto, 14.4 • • appointment for assessment, effect

of service upon lawyer, 10.14• • Court of Queen’s Bench, appealto, 6.14 • • bills of costs

• motions • • • not subject to assessment,when, 10.10• • copies of motion filed and served,

14.40, 14.42 • • “client” defined, App. I• oral argument, transcripts of, 14.32 Definitions

1891


CLASS ACTIONSASSESSMENT OF COSTS (cont’d)• • notice, 10.13, 10.18 • common interest, 2.6• • order compelling lawyer to CLASS PROCEEDINGS ACT,

deliver client’s documents, 10.25 (Annotation, 2.6) App III• • order for payment of costs after • admissions, 6.37

assessment, 10.20 • case management, 4.12• • re-assessment of assessed bill of • class, questioning, 2.8

costs, none unless ordered, • costs, 10.3210.17(2)• disclosure of partners, 2.6• • statement of services rendered,• national data base, App IV10.2(3), 10.17(1)(f)• pleadings• • assessment officer may demand• • amending, 2.7, 3.62further detail, 10.17(1)(f)• • specific requirements, 13.11• reference to court by assessment

officer, 10.39 • procedure, 2.10• review officer CLERK OF COURT• • defined, App. I Definitions • absence, 13.40, 13.42• • power, 10.17 • duties, 13.41, 13.44• set off of costs, 10.31, 10.41 • seal, 13.43• winding-up order, costs, 810 CLOSE OF PLEADINGS, 3.67ASSESSMENTS, 3.37 COMMENCEMENT OF

PROCEEDINGSAUTHORITIES, BOOKS OF, 14.30• documents starting an action, 3.2• judicial centre in which actionB

commenced, 3.3BREACH OF TRUST, 13.7

• originating notice, 3.2BULLOCK ORDERS, 10.29 • statement of claim, 3.2

COMMON QUESTION, 3.72CCOMPELLING ATTENDANCE OFCALDERBANK OFFERS, 4.24WITNESS

CASE MANAGEMENT, 4.11–4.15 • conduct money, 8.8(5)• appeal from case management order, • failure of witness to attend, 8.9,

14.4 8.11• notice to attendCAUSE OF ACTION, 3.65• • other party, 8.8CHANGE OF INTEREST• • witness, 8.8• adding as a party, 4.34• prisoner, production of, 6.39

CHOICE OF FORUM, 11.25COMPLEX CASES, 4.5

CIVIL ENFORCEMENTCONCURRENT DOCUMENT,REGULATON, App III13.28

CLASS CONDITION OF MIND, 13.6(3)• appointment to represent in relation

CONDITIONS PRECEDENTto estate, trust, or construction ofwritten instrument, 2.16 • pleading, 13.6(2)(b)

1892


CONDUCT MONEY (WITNESS • • leave required for appeal of costsALLOWANCE) only, 14.5

• application for production of records• commission evidence taken outsidein possession of third party, 5.13Alberta, 6.22(3)(d)

• between parties, see COSTS• compelling attendance to giveBETWEEN PARTIESevidence, 6.17, 8.8, 8.9

• discontinuance, 4.36• cross-examination on affidavit,3.13(3), 6.17 • factors to consider, 10.33

• failure to beat offer of compromise,CONFIDENTIALITY, 5.334.29

CONSENT• litigation representative, payment

• amendment of pleading by, 3.62 by, 10.47CONSOLIDATION OF ACTIONS • medical examination, 5.43• common question of law or fact, • must be claimed, 13.6

3.72(2)(a) • non-compliance with the Rules,10.49• proceedings arise out of same

transaction, 3.72(2)(b) • objection to notice of intention notto call witness, 8.15(5)• trial at same time, 3.72(1)(b)

• omission to prove fact or document,CONTEMPT8.24

• civil contempt, 10.51, 10.52, 10.55• questioning more than one person of

• • grounds, 10.52(3) a party, 5.17(2)• • mental disorder, 10.54 • winding-up order, 809• • order compelling person to attend COSTS BETWEEN PARTIEScourt to show cause, 10.51

• barrister liable for costs, 10.50• • punishment, 10.53• Bullock Orders, 10.29

• disobeying court order, 10.52• costs, defined, 10.31

• failure to attend for questioning,• costs follow event unless otherwise10.52

ordered, 10.29CONTINUATION OF ACTION • determination of amount, 10.29• assignment or transfer of interest or • fraud allegations, 10.29

liability, 4.34• GST, 10.48

• death, 4.34 • interlocutory proceedings, 10.29,CONTRIBUTION OR INDEMNITY 10.30

• litigation representative, 2.17• co-defendant, 3.43• Pierringer Agreement Annotation,COSTS

3.46• action by lawyer to recover lawyer-

• public interest litigation, 10.29client costs, 10.22• Sanderson Orders, 10.29• actions within jurisdiction of• set-off, 10.31(4)Provincial Court, 10.42• settlement of action, 10.30• affidavit of records• test case, 10.29• • failure to file, 5.12• unrepresented litigant, 10.31(5)• amendment of pleadings, 3.66

• appeal COUNTERCLAIM• • factums, late filing, 14.90 • against person not a party, 3.56

1893


DEFAMATION ACTIONSCOUNTERCLAIM (cont’d)• amendments, 3.62, 3.74, 3.75 • particulars, 13.7• judgment for balance after • plaintiff’s reputation, evidence as to,

counterclaim, 9.10 13.6(4)• rules apply, 3.60 DEFAULT• third party proceedings, 3.56, 3.60 • claim for recovery of property, 3.38• time for service, 3.57 • counterclaims, applies to, 3.60• tried separately, may be, 3.71 • filing statement of defence or

demand of notice but failing toCRIMINAL APPEALSserve, 3.36(3)

• abandonment of appeal, 860C• judgment, 3.36

• coming in force of rules, 860E• • action by lawyer to recover

• custody, application for release solicitor-client costs, only byfrom, 860A, 860B order, 10.22

• dissemination of rules, 860D • • against party with litigation• summary conviction appeals representative only with leave,

3.36(2)• • abridgment of time, 860.8• • application for, 3.37• • clerk of summary conviction• • liquidated demands, 3.39court duties, 860.4(1)• • setting aside, 9.15• • definitions, 860.1• • some defendants not defending or• • entry of appeal on appeal list,

demanding notice, 3.4860.5• liquidated demands, 3.39• • memorandum of authorities, filing

and service of, 860.6 • noting in, 3.36• • non-compliance with rules, 860.9 • procedure, generally, 3.36-3.42• • notice of appeal, 860.2, 860.3 • third party• • transcript of trial evidence, • • failing to defend, 3.53

860.4(2), (3), (4) • • judgment against third party, 3.53CROSS-EXAMINATION DEFENCES• affidavits, 3.13 • discontinuance of action not a

defence to subseqent action, 4.36(5)D

• set-offDAMAGES • • may plead by counterclaim, 3.59• assessing • settlement using Court process rules• • to date of assessment for do not apply, 4.30

continuing claim, 9.9 • tender before actionDEATH • • payment into court required, 13.9• no abatement of action after DEFENDANTS

evidence heard, 4.35• delivery of statement of defence,

• compelling continuation of action, 3.314.34

• failure to defend or demand notice,DECEASED PERSON 3.37• appoint a representative, 2.16 • joinder in one action, 3.69• interested in claim, 2.16 • offer by plaintiff to settle, 4.24

1894


• • appeal, 14.62, 14.63DEFENDANTS (cont’d)• • failure to beat offer of DISOBEYING COURT ORDER,

compromise, 4.29 10.52• • without prejudice, made, 4.27 DISPENSING WITH SERVICE• offer of judgment by defendant, • generally, 11.294.24

DOCUMENTS• • failure to beat offer ofcompromise, 4.29 • filed, 13.5

• • without prejudice, made, 4.27E• some defendants not defending

ELECTRONIC SIGNATURES, 9.2• • continue action against defendantswho have defended or demanded ENTRY FOR TRIAL, 8.4-8.7notice, 3.40

EXHIBITS, 13.26DEFINITIONS, 1.10, Appendix I,

• sealing, 6.28-6.3614.1EXPERT REPORTSDELAY, 4.31-4.33, 15.4• withdrawal, 5.39• standstill agreements, 4.33EXPERTS, 5.34-5.40, 6.40-6.43DEMAND OF NOTICEEXTENSION OF TIME FOR• endorsementsSERVICE, 3.26-3.29• • required, 13.13, 13.19

• entitles defendant to notice, 3.34 F• filing but failing to serve, 3.37(3) FACTS• time to serve, 3.34

• deemed denial, 13.12DENIAL FACTUMS• contract, promise or agreement • contents, 14.25• • bare denial goes to existence not • dispensing with, 14.25(4)legality, 13.6(3)(e)

• failure to comply with rules relating• costs to factums, 14.90, 14.92• • when facts which should have • filing and service, 14.23, 14.24been admitted are denied, 10.33

• rejection by registrar, 14.92• evasive, shall not be, 13.12FAMILY LAW RULES, 12.1-12.71DISCONTINUANCEFAX, 11.21• before entry for trial by plaintiff,

4.36 FIATS, 13.38• class proceeding, 4.36 FILED• consent, by, 4.36 • when document, 13.15• costs, 4.36, 4.37

FORECLOSURE• defendant withdrawing defence, 4.37• affidavit of value to be filed, 9.30• generally by plaintiff, 4.36• application for order confirming

DISMISSAL OF ACTION sale, 9.34• at end of plaintiff’s case, 8.20 • default, noting in before application• want of prosecution for orders, 3.41• • action, 4.31 • general rules of procedure apply, 1.1

1895


INTERPLEADER, 6.54-6.65FORECLOSURE (cont’d)• judicial sales of land, 9.31-9.35 INTERVENEORS, 2.10• order confirming sale or rejecting ISSUE MAY BE TRIEDtenders SEPARATELY, 7.1• • application for, 9.34

J• • assessment officer must checkcalculation, 9.35 JOINDER OF CAUSES OF

• service, method of, 11.23, 11.24 ACTION, 3.69-3.77• service on subsequent JUDGMENT

encumbrancers, 9.36 • admissions, based on, 7.2• subsequent encumbrancers, not to be • consenta party unless possession claimed

• • by party personally with affidavitfrom them, 3.77of execution, 3.35

FORUM CONVENIENS, 11.25 • • by solicitor or counsel, 3.35FRAUD, 13.6(3), 13.7 • correction of errors, 9.12

• counterclaimG

• • for balance after counterclaim,GENERAL OR OTHER RELIEF 9.10• need not be claimed, 13.8(2) • date, 9.1, 9.6

• default, 3.36GROUNDS• • against infant only with leave,• third party notice, 3.44

3.36• • amendment, 9.15(3)H• • application for judgment, 3.37HAGUE CONVENTION, 11.26,• • claim for recovery of property,App. VII

3.38I • • filing statement of defence or

demand of notice but failing toINDIVIDUAL serve, 3.36• assistance in court, 2.23 • • liquidated demand, 3.39• representing self, 2.22 • • proof of service required, 3.36INFANTS • • setting aside, 9.15• costs, 2.17, 10.47 • demand of notice filed, when• default judgment • • only granted on motion with

notice to defendant, 3.34• • leave of court required, 3.36• documents, based on, 7.2• defending action• emergency, application for judgment• • litigation representative, 2.11

in, 6.4INJUNCTIONS, 1.3 • entryINSUFFICIENT PARTIES IN • • after three months with leave,ACTION 9.5(2)• judgment of court shall save rights • • certified copy, 9.7

of non-parties, 3.73 • • further directions after entry, 9.14INTEREST • form• earned on money in court, 13.54 • • formal content, 9.1(2)

1896


• habeas corpusJUDGMENT (cont’d)• • numbered paragraphs, 9.1(1) • • order, 837• granted conditionally • mandamus• • condition not met, 9.18 • • affidavit in support, 834• jury, 8.21, 8.23 • • immunity, 835• litigation representative • • order, 836• • default judgment only with leave • orders granted instead of writs, 826

of court, 3.36 • participation in proceedings when• • dismissal at close of plaintiff’s not served, 827(4)

case, 8.20 • service of notice of motion, 827• • inferences court may draw,

JURY8.23(2)• disagreement of jury• • when resolution of one issue

makes resolution of others • • action may be re-tried, 8.21unnecessary, 7.1(3) • mode of trial, as, 8.1

• preparation, 9.2 • omission to prove fact or record,• satisfaction, memorandum of, 9.22 8.24• setting aside, 9.15 • view, 6.26• settlement of contents, 9.3

L• signing, 9.4• summary, 7.2-7.4 LAWYER• third party proceedings • appointing, 2.24, 2.28, 2.32• • default, 3.53 • change of, 2.28• unsatisfied • • address for service to be included

in notice, 2.28• • motion for new judgment, 9.21• • notice of, 2.24, 2.28, 2.32JUDICIAL DISTRICTS, App IV• leaving practice of law or dying,JUDICIAL REVIEW IN CIVIL 2.32MATTERS, 3.15-3.24• proof of service upon, 11.30• standards of review, 3.15• service upon lawyer of record, 11.17

JUDICIAL REVIEW IN • withdrawal after trial date setCRIMINAL MATTERS• • not without leave, 2.31• appeal• • change by client, 2.28• certiorari• • effective date, 2.24, 2.28-2.32• • endorsement on motion, 831,

832(6) LAWYERS’ CHARGES• • ex parte application by Crown, • action to recover

833 • • costs of action only by order,• • record, 831(2) 10.22• • return by Provincial Court judge, • • default judgment only by order,

832 10.22• • time limit for application, 830 • charging order against property,

10.4• civil rules apply, 825• client abandoning action, 10.24• directions of judge, 829

• effective date of rules, 838 • contingency fee agreements

1897


MEDICAL EXAMINATION, 5.41-LAWYERS’ CHARGES (cont’d)5.44• • agreement must be in writing,

10.7 MENTAL DISORDER• • change of lawyer permitted • civil contempt, 10.54

notwithstanding, 10.6(2)MISJOINDER• • confidentiality, 10.15• causes of action, 3.71• • contents of agreement, 10.7, 10.9,• parties, 3.73-3.7515.5

• • death of solicitor, 10.24(a) MISREPRESENTATION, 13.7• • failure to comply with, 10.7, 10.8 MONEY IN COURT• • permitted, 10.5 • investment of money, 13.54• • provisions which are void, 10.6 • payment out, 13.53• • review of agreement by court, • possession of property by debtor by

10.9-10.25 payment of money into court,• • settlement or discontinuance, 6.25(1)(d)

10.24 • replevin, 6.50, 6.51• discharge of lawyer, 10.24 • stop order regarding payment out,• factors to be considered, 10.2 6.27• funds held in lawyer’s trust account, MONEY RECEIVED AS TENDER

charges against, 10.3 ON JUDICIAL SALE, 13.50• future fees, 10.2(2)

MOTIONS• lawyer acting in representative

• applicationscapacity, 10.3• • consideration of, 6.9(1)• lawyer incapable of acting any• • content of notice of application,longer, 10.24

6.3• review, 10.9• • disposed of by judge or master,LIQUIDATED DEMAND 6.9(2)

• judgment in default, 3.39 • • ex parte order, 6.4LITIGANTS’ ACCOUNT, 13.51 • • judge cannot act or inconvenient

to act, 13.1LOST DOCUMENTS, 13.27• • length of notice required, 6.3(3)

M • • service upon parties affected,6.3(3)MALICE, 13.6(3)

• • varying or rescinding order ifMASTER IN CHAMBERS party has failed to attend through• applications before, 6.9(2) mistake, etc., 9.13, 9.15, 9.16• appeals from, 6.14 • • varying orders, generally, 9.13,• defined, App. I 9.15, 9.16

• electronic application, 6.10MATRIMONIAL CAUSES• evidence, 6.11• general rules apply, 12.3

• parties, 12.5 NMATRIMONIAL PROPERTY NEW EVIDENCE AT APPEAL,PROCEEDING, 12.8-12.12 14.75

1898


NON-COMPLIANCE WITH • varying or rescinding, 9.15RULES, 1.5 ORIGINATING APPLICATIONNON-SUIT, 8.20 • commencement of action, 3.2NOTICE OF INTENTION NOT TO • • application for judicial review,CALL WITNESS, 8.15 3.15-3.24

• • reciprocal enforcement ofNOTICE TO ATTEND, 8.8judgment, 9.50NOTICE TO CO-DEFENDANT,

• • reciprocal enforcement of United3.43Kingdom judgment, 9.40-9.49

NOTICE TO OBTAIN NAMES OF• content, 3.8PARTNERS, 2.4• directions by court, 3.10, 3.12, 3.14

O • form, 3.8OFFER TO SETTLE, 4.24 • oral evidence, 3.10, 3.12, 3.14• acceptance, 4.25 • service, 3.9, 3.15• court not to know of offer, 4.28

P• failure to beat offer of compromise,4.29 PARTICULARS

• judgment upon acceptance, 4.25 • further particulars, 3.61• withdrawal if not accepted, 4.24 • required if pleading

misrepresentation, etc., 13.7• without prejudice, made, 4.27

PARTIESORDERS• consent, 3.35 • adding, 3.73-3.76• correction of errors, 9.12 • common interest, 2.6• date, 9.1, 9.6 • listing more than four, 13.13(4)• disobeying, 10.52 • misjoinder, 3.73-3.75• enforcement, 9.17 • striking, 3.74, 3.75• • non-party, against, 9.19 • substituting, 3.75• entry, 9.5 • third parties, 3.46• • certified copy, 9.7 • trustees, 2.1• • further directions after entry, 9.14 • want of, 3.73• ex parte order, 6.4

PARTNERSHIP• form

• action by or against, 2.2• • formal content, 9.1

• execution against, 2.3, 9.23• • numbered paragraphs, 9.1(1)• notice to obtain names and• granted conditionally, 9.18 residences of partners, 2.4

• issues to be tried, 7.1 • person denying being a partner, 2.3• nullity

PAYMENT OUT OF COURT• • cannot be, 9.6• generally, 13.53• sale of property transferred to delay• interest earned, 13.54or defraud creditiors, 9.24

• settlement of contents, 9.3 PERSONS INTERESTED BUTNOT PARTIES, 3.73• signing, 9.4

• • approval by opposing party, 9.4 • approval of settlement, 2.18

1899


PIERRINGER AGREEMENT, PROCEEDINGSAnnotation, 3.46 • commencement, 3.2PLEADINGS, see also App. I • judicial centre in which carried on,DEFINITIONS, pleadings. 3.6• amendments, see AMENDMENT OF PRODUCTION OF RECORDS, 5.5-

PLEADINGS 5.16• close of, 3.67 • records in possession of third party,

5.13• conditions precedent, 13.6(2)(b)• contents PROOF• • damages, amount must be stated, • service upon lawyer, 11.30(1)(b),

13.6(2)(c) 11.30(2)(b)• • material facts, 13.6 PROSECUTION OF ACTION• • misrepresentation, fraud, breach • timing, 4.32, 4.33, 4.4, 4.5of trust, wilful default, undue

influence, 13.6, 13.7 PUBLIC INTEREST STANDING,Annotation, 2.10• costs, 13.6, 13.8(2)

• denial, 13.6, 13.12 Q• • costs when facts improperly

QUESTIONINGdenied, 10.33(2)(b)• acknowledgment of corporate• general or other relief need not be

witness’s evidence, 5.29claimed, 13.8(2)• allowance, 6.17• fraud, 13.6, 13.7• appointment for questioning, 5.21• numbered paragraphs, 13.6(1)(b)• continuing duty to disclose, 5.27• particulars, 3.61• costs, 5.17(2); 5.18(5)• pleading• exhibits, 5.26(3)• • claims or defences in the• limiting or cancelling questioning,alternative, 13.8(1)(a)

court may, 5.19• • point of law, 13.8(1)(b)• objections, 5.25• silence• • Court, application to, 5.25(4)• • not an admission (generally),• oral or written, 5.22; 5.24; 5.2813.12(1)• prepare, witness’s obligation to,• striking, 3.68

5.23POINT OF LAW

• questioning by party for whom• generally, 13.8 person is a witness, 5.25(5)• issue may be tried separately, 7.1 • • re-questioning by adverse party,• setting question of law by consent, 5.25(6)

7.1 • rule applies whether person to bequestioned is within or outsidePRESERVATION ANDCanada, 5.17(3)INSPECTION OF PROPERTY,

6.25-6.27 • transcript of oral questioning, 5.26• • obligation of questioning party toPRESERVING EVIDENCE, 6.21

arrange, 5.26(2)PRE-TRIAL CONFERENCE, 4.10 • • use of, 5.31PRIVILEGE • • court, when it may be placed• records, 5.6 before, 5.32

1900


• • order refusing ex parte relief,QUESTIONING (cont’d)9.47• • confidentiality, 5.33

• application• undertaking regardingconfidentiality, implied, 5.33 • • affidavit in support, 9.43(annotation) • • ex parte, 9.44

• undertakings when witness does not • • heading of pleadings, 9.42(3)have answer, 5.30 • • originating notice, 9.42

• when questioning may occur, 5.20 • • service, if application is not ex• who may be questioned, 5.17(1) parte, 9.44(2)• • relevant and material records and • definitions, 9.40

information, 5.17(1); 5.25 • factors to be considered by court,• • adverse in interest, parties which 9.49

are, 5.17(1)(a) • order, 9.45• • litigation representation, • scope of Pt. 9, Division 7, 9.41

5.17(1)(c)• setting aside ex parte order, 9.46

• • employees or former employees,RECORD5.17(1)(d)• amendments• • • limitations, 5.18• • manner of physically effecting,• • partners or former partners of an

13.17partnership adverse interest,5.17(1)(f) • • trial, at, 3.65(4)

• • parties to a negotiable instrument, RECORDED MAIL5.17(1)(g) • defined, App. I

• • experts, 5.18(3) • service, 11.5, 11.22• • written questions, 5.28 • • address for service, upon, 11.15QUESTIONING IN AID OF • • deemed date of service, 11.22ENFORCEMENT, 9.29

REFEREES, OFFICIAL, 6.44, 6.46• list of designated persons, 6.44RREPLEVINREAL ESTATE• application where action for• mode of sale, 9.38, 9.39

recovery of personal property, 6.48RECEIVER, 6.47 • • procedure, 6.49RECIPROCAL ENFORCEMENT OF • bond, 6.50JUDGMENTS ACT • civil enforcement agency, 6.50, 6.51• application, 9.50 • order• notice of registration, content, 9.51 • • application to vary, discharge or• setting aside registration, 9.51(c) modify order, 6.52

• • content, 6.50RECIPROCAL ENFORCEMENTOF UNITED KINGDOM • • ex parte, 6.49JUDGMENTS • • granted by court, 6.49• appeal • property, detention by civil• • order arising from application to enforcement agency, 6.51

set aside ex parte order, 9.46(4) • respondent’s application for relief,• • order made on notice, 9.48 6.52

1901


REPLY • recorded mail, 11.22• setting aside service, 3.30, 11.31• amended reply, 3.62• substitutional service, 11.28REPRESENTATION (Self), 2.22,

2.23 • third party notice, 3.45• validating, 11.27RESTRICTED COURT ACCESS

ORDER, 6.28-6.36 SERVICE OF FOREIGNPROCESS, 11.32

SSERVICE OUTSIDE ALBERTA

SEALING ORDER, see • generally, 11.25-11.26RESTRICTED CORT ACCESS• third party notice, 3.49(3)ORDERSETTING ASIDESECURITY FOR COSTS• ex parte order or judgment, 9.15• appeals, 14.67• judgment• generally, 4.22• • default, 9.15• matrimonial actions, 13.36• service, 11.31• order• third party proceedings• • contents of, 4.23• • third party notice, 3.47(a)• • variation of security ordered,

4.23(4) • verdict or judgment• payment out of security, 4.23(3) • • when party does not appear at

trial, 9.15(1)(b)• security by bond, 4.23(2)SILENCESERVICE OF DOCUMENTS, 11.1-

11.32 • costs• agreement between parties, 11.3, • • when facts not admitted but

11.20 should have been, 10.33(2)(b)• business representative, on, 11.19 • not an admission, 13.12• commencing document, 11.3, 11.19 • • necessity to plead performance,

release, payment, limitation,• contribution or indemnity claim,fraud, illegality, etc., 13.6, 13.73.43

• corporation, 11.9 SIMILAR FACT EVIDENCE, 5.6• dispensing with service, 11.29 SLIP RULE, 9.12• electronic, 11.21 SOLE PROPRIETORS• evaded, 11.27 • actions by or against, 2.5• lawyer, upon, 11.16, 11.17

STANDARD CASES, 4.4• litigation representative, 11.7STATEMENT OF CLAIM• missing person, 11.8• commencement of action, 3.2• outside Alberta, 11.25-11.26• content, required, 3.25, 13.13• personal• divorce, 12.7, 12.9• • corporation, 11.9• serve copy with third party notice,• • documents commencing action,

3.4511.4• • individual, 11.5 STATEMENT OF DEFENCE• proof required • amended, 3.62• • default judgment, 3.36 • divorce actions, 12.11

1902


• • contested claims, SR 96STATEMENT OF DEFENCE (cont’d)• endorsements, required, 13.13 • • directions, for, SR 80, 82, 85• filing but failing to serve, 3.36(3) • • formal proof of will, SR 75• new statement of defence after • • notice of, SR 26

amended statement of claim, 3.62 • • service, SR 26(3)(4)(5)(6)• struck out, 3.36 • • testamentary document,• time to serve, 3.31 production of, SR 68STATUTE OF FRAUDS, 13.6 • • wills and codicils, attachment to,

SR 15STATUTE OF LIMITATIONS, 13.6• beneficiary

STAY OF ACTION• • unknown, SR 27

• execution• bonds, SR 28, 30• • appeals, 14.68• • dispensation from, SR 29, 53• originating documents falsely• • powers of court, SR 31identifying solicitor who

commenced action, 2.26(2) • • releases do not cancel, SR 102• replevin, 6.52 • • trusteeship, SR 52

• caveat, SR 71STAY OF EXECUTION, 1.4, 14.68• • frivolous or vexatious, SR 74STRIKING OUT PLEADINGS, 3.68• • notice of objection, SR 73SUBSTITUTING PARTY• • warning to caveator, SR 72• generally, 3.74• claimants

SUBSTITUTIONAL SERVICE,• • notice by, SR 3911.28• • notice to, SR 38SUMMARY JUDGMENT, 7.2-7.4• • verification of claim, SR 40

SUMMARY TRIAL PROCEDURE, • claims7.5-7.11• • contested, SR 42, 95, 96

SURROGATE RULES, App. V• • not yet payable, SR 43

• accounting, SR 97• clerk• • financial statements, contents of,• • duties, SR 44-49SR 98• codicils• • ownership of property by estate,

confirmation of, SR 99 • • attach to application, SR 15• • passing accounts, SR 107-117 • compensation• • passing accounts, dispensing with, • • personal representatives and

SR 103-106 lawyers, SR Sched. 1• affidavit • • • application respecting, SR 55,

58• • may predate filing, SR 7• ancilliary grants, SR 36 • contentious matters• application of rules, SR 137 • • chambers, proceedings to be

conducted in, SR 63• applications• • convict, service in respect of, SR• • additional information requested

59(2)by court, SR 8• • costs, SR 64• • clerk, duties of, SR 45

• • contentious matters, SR 55 • • documents to be served, SR 59(1)

1903


• • powers of court on application forSURROGATE RULES (cont’d)passing of accounts, SR 128, 129• • missing person, service in respect

of, SR 59(2) • • Public Trustee is trustee, approvalof accounts when, SR 136• • notice to be given, SR 61

• • reference to Public Trustee, SR• • order to accept or refuse probate,129SR 67

• • reply to application for passing of• • parties, SR 56 accounts, SR 124• • procedure at hearing of • • report of Public Trustee orapplication, SR 64 accountant, SR 132• • representation, SR 62 • • withdrawal of application for• • security for costs, SR 69 passing of accounts, SR 125• • service of documents, SR 59(2), • deposit of will of living person, SR

60 138• directions• • standing, SR 65• • application for, SR 4, 80, 82, 85• • testamentary documents,

application for production of, SR • documents, provision of copies by68 clerk, SR 48

• • time for completion, SR 70 • double probate, SR 34• • trial of an issue, SR 66 • fees, SR 44• Court of Queen’s Bench • formal proof of will

• • appeal, SR 92• • reference to, SR 3• • application, SR 23, 75• court fees, SR Sched. 2• • court, duties of, SR 86• death, proof of, SR 94• • directions, application for, SR 80,• definitions, SR 1

82, 85• dependent adults• • documents to commence

• • access to records, SR 131 application, SR 77• • application approving accounts or • • evidence at hearing, SR 84

dispensing with passing of • • hearing in chambers, when, SRaccounts, SR 133-135 83• • consent by trustee to application • • interested persons, SR 78-80for passing of accounts, SR 127

• • other proceedings, combined with,• • contents of financial statements, SR 88SR 119• • order of proceedings, SR 87

• • definitions, SR 118(2)• • order final, SR 91

• • documents confirming ownership • • order requiring, SR 81by the estate, SR 120• • powers of the court, SR 90• • examination of accounts by• • revocation of informal grant, SRaccountant, SR 130

93• • interested party, application to

• • trial, SR 85compel passing of accounts, SR• • witness fees, SR 89122, 123• forms, SR 9, 13, 16(6)• • objection of trustee to application

for passing of accounts, SR 126 • • accountant’s appointment, SR115(4), 130(4)• • passing of accounts, forms, SR

121 • • caveat, SR 71(1), 73(1)

1904


• passing accountsSURROGATE RULES (cont’d)• • clerk’s certificate, SR 49 • • court’s powers on application for

passing of accounts, SR 113• • death, permission to swear as to,SR 94(2) • • dependent adults, SR 121-136

• • dependent adults, passing • • dispensing with, SR 103-106accounts, SR 121, 122, 124, 126, • • examination of accounts by130(4), 133 accountant, SR 115, 116

• • dispensation from bond, SR 29 • • interested person seeking order• • double probate, SR 34 requiring passing of accounts, SR

108• • nomination of personal• • final passing of accounts, SRrepresentative, SR 33

113(4)• • notice of contestation, SR 95• • forms to be filed and served, SR• • notice of objection, SR 73, 114

107• • notice to claimants, SR 38(1)

• • notice of objection by interested• • passing accounts, SR 107-109, person, SR 114

114• • reply to application for passing of

• • releases, SR 100(1) accounts, SR 109, 111, 112• • renunciation, SR 32 • • report by accountant, SR 117• • report by accountant, SR 117, 132 • • withdrawal of application for• • service, proof of contentious passing of accounts, SR 110

matters, SR 60(2) • personal representatives’ duties, SR• • trusteeship, SR 50, 51 Sched. 1• • unknown beneficiary, SR 27 • preferences, SR 11• • verification of claims, SR 40(2) • releases, SR 100-102• • warning to caveator, SR 72 • renunciation, SR 32• gifts • re-sealed administration, SR 35• • void, SR 14 • re-sealed probate, SR 35• grants, SR 10 • rules of court• • ancillary, SR 36 • • application of, SR 2• • caveat, SR 71 • testamentary document, production

of, SR 68• • clerk, duties of, SR 46, 47• trusteeship• • clerk’s certificate, SR 49• • application, SR 50• • double probate, SR 34• • bond, SR 52, 53• • limited grant, SR 12• • notice of application, SR 51• • preferences, SR 11• • rules, application of, SR 54• • resealing, SR 35• unadministered property, SR 37• interested persons, SR 57• valuation of security, SR 41• minor testator, SR 21• venue, SR 6• nomination of personal

representative, SR 33 • verification of claims, SR 40• notices, SR 5 • void gift, SR 14• • claimants, by, SR 39 • wills• • claimants, to, SR 38 • • alterations, SR 25• • objection by caveator, SR 73 • • attach to application, SR 15

1905


• • reply by plaintiff, 3.48SURROGATE RULES (cont’d)• • foreign language, SR 18 • • time to serve, 3.49• • formal proof, SR 23, 75, 81 • tried as part of action, 3.46(3)• • holograph, SR 16(4) TIME• • lost or destroyed, SR 24, 76 • abridge or enlarge, court may, 13.5• • other documents, SR 22 • admissions• • proving signing of, SR 17 • • deemed if notice not responded• • undated, SR 20 to, 6.37• witnesses • • opinion, admission of, 6.37• • deceased, SR 19 • admissions regarding documents• • identification of document by, SR • • time to object, 5.15(4)

16 • affidavit of records• • inspection of records, 5.6, 5.14T• • objections to deemed admissions,TENDER BEFORE ACTION 5.15

• payment into court required, 13.9 • • serving, 5.5THIRD PARTY PROCEEDINGS • affidavits, filing and serving, 3.11,• admissions, deemed 6.6• • by third party when not denying • amended pleading, 3.62

defendant’s liability to plaintiff, • amendment of pleading with leave,3.52(1) 3.65

• • by third party when not denying • appealsliability to defendant, 3.52(2)

• • cross-appeal, 14.11• counterclaim, 3.49, 3.60

• • dismissal for want of prosecution,• default 14.62, 14.63• • third party failing to file defence, • • factums, filing and serving, 14.23,3.53 14.24• grounds, 3.45 • • notice of appeal to Court of• judgment Appeal, 14.8• • against third party if third party • • service of notice of appeal, 14.81

fails to defend, 3.53 • application• • leave to execute, 3.53(2) • • for order confirming sale or• reply by plaintiff, 3.54 rejecting tender, 9.34• service of third party claim, 3.45 • • to disallow amendment, 3.64• setting aside • • to quash conviction, service of,• • by plaintiff after service of third 827(3)

party notice, 3.48 • • to set aside a decision under• • by third party, 3.47 judicial review rules, 3.15(2)• statement of claim • applications, length of notice

required, 6.3• • serve with third party notice,3.45(d) • appointment for questioning, service

of, 5.21, 6.16• statement of defence to third partyclaim, 3.49 • appointment for questioning in aid

of enforcement, 9.29• • generally, 3.49, 3.52• • party, makes third party a, 3.46 • calculation, 13.2-13.5

1906


• originating noticeTIME (cont’d)• certiorari, 830 • • service, 3.9• compelling attendance of other party • pleadings, close of, 3.67

to give evidence, 8.8 • replevin, 6.50-6.53• contingent fee agreement • service of appointment for• • review of, 10.10, 10.13 assessment of costs, 10.37• contribution or indemnity from co- • service of contingency fee

defendant, 3.43 agreement, 10.7(4)• costs • setting aside verdict or judgment• • bills of costs, assessment of, • • when party does not appear at

10.10 trial, 9.15• criminal appeals, 843, 850, 851, • statement of claim

853, 855, 860B, 860.3, 860.5, 860.6, • • service, 3.26, 3.27, 3.29860.8• statement of defence, 3.31, 12.12• cross-examination of court• step in an action, 4.33appointed expert, 6.42• summary trial, 7.5, 7.6• delivery of pleading• third party notice• • amended pleading, 3.62, 3.65• • defence, 3.49• • divorce pleadings, 12.12, 12.55• • filing and serving, 3.45• demand of notice, 3.34• • reply by plaintiff, 3.54• enlarging by consent, 13.5• winding up, appointment of• entry of judgment or order after

liquidator, 763three months, 9.5• winding-up action, abridging of time• evidence

by judge, 811• • notice to use evidence from• winding-up orderanother action, 6.11, 8.17• • advertising, 758• experts• • entry, 759(1)• • reports, service of, 5.35

• inquiries TIMING OF ACTION• • application to accept or vary • agreement, 4.32, 4.33

report of referee, 6.46 • general, 4.1-4.15• interpleader

TRANSFER OF ACTIONS, 3.5• • notice to civil enforcementagency regarding disputed claims, TRANSLATING DOCUMENTS, 5.76.63 TRIAL

• month, 13.14• address to court, 8.10

• new judgment, motion for if original• adjournment, 1.4, 8.6judgment unsatisfied, 9.21• at same time, 3.72• notice• consolidation of actions, 3.72• • lawyer withdrawing, 2.29• contribution or indemnity from co-• • of intention not to call witness,

defendant, 3.438.15• entry for, 8.4, 8.5• • of termination of contingency• evidenceagreement by client, 10.7(5)• • affidavit, 3.14, 6.11• • to admit, reply to, 6.37(3)

• offer to settle, 4.24 • • court documents, 13.29

1907


WTRIAL (cont’d)• • oral, 8.17 WILFUL DEFAULT, 13.6, 13.7• • outside Alberta, 6.21-6.23 WINDING UP ACT, RULES• • use in subsequent proceedings, UNDER

6.11, 8.17(3), 8.19 • advertisements, 793• fact, question of, 7.1(1)(d) • applications• judgment • • affidavit, 791• • setting aside when party did not • • made in chambers, 790appear, 9.15

• • sanction of court, 792• jury• appointment of representative of• • disagreement of, 8.21 class, 800

• • view by, 6.26 • attendance and appearance of• mode of parties, 799, 801• • jury, 8.1-8.3 • calls, 782-789• • referees, 6.45 • costs• motion for dismissal at close of • • fees, 809

plaintiff’s case, 8.20 • • taxation, 810• omission to prove fact or document, • documents8.24

• • filed, 795• place of trial, 3.6• • inspection, 797• setting aside when party did not• • not filed, 796appear at trial, 9.15• forms, 807• summary, 7.5-7.11• general rules and practice to apply,• third party proceedings, 3.46

812• view, 6.26• liquidator

U • • accounts of, 771• • contents of notice, 764UNDUE INFLUENCE, 13.7• • duties, 770, 774UNDERTAKING, IMPLIED, 5.33• • evidence in support ofannotation

application, 765UNITING CAUSES OF ACTION• • notice of time and place of

• generally, 3.69 appointment by advertising, 763• same transaction, 3.70 • • order, 767

• • replacement of, 769V• • security, 766, 768VERDICT• • solicitor, 806• setting aside• list of contributories, 779-781• • when party did not appear at trial,• order9.15• • advertising, 758VEXATIOUS LITIGANTS, 3.2• • delegation of powers of court,

VIEW 808• Court of Appeal, by, 14.73 • • entry, 759(1)• judge, by, 6.26 • • notice of motion after entry of• jury, by, 6.26 order, 759, 760

1908


• register of proceedings, 794WINDING UP ACT, RULES• service, 802UNDER (cont’d)

• • service, 758 • termination of winding up, 803-805• • winding-up order, 762 WITNESS• petition • calling of• • filing of petition and affidavits, • • failure to call, 8.15

755 • • notice to attend, 8.8• • provision of copies to creditors,

etc., 757• • service of, 756• • title of, 754• powers of judge• • abridgment of time, 811• • directions, 811• proof of debts, 772-778• provisional liquidator, 761, 798

1909

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