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Court Forms Precedents (17)

Financial Disclosure Statement
May 6th

2024 Financial Disclosure Statement, including schedules, in Word.

Office Document Download (99 downloads)

Sarah Dargatz of Latitude Family Law LLP (Alberta)5 Comments

Enhanced Notice of Relocation & Notice of Objection to Relocation forms (Divorce Act amendments)
Dec 28, 2020

The amendments to the Divorce Act come into force in two months on March 1, 2021. Those amendments, summarized here and here, include the establishment of a new regime to notify of and object to relocations of children. While new Notice of Relocation Regulations were registered in November, I haven't seen any actual forms be circulated yet, and the minimum information that must be included in the Regulation's ... [Read More]

Office Document Download (102 downloads)

Ken Proudman of BARR LLP (Alberta)3 Comments

2020 Enhanced Statement of Claim
Dec 30, 2019

Based on the old Enhanced SOC which included additional terms such as "further exemptions", generic unjust enrichment terms, and equal division subject to factors in the FPA. http://familycounsel.ca/download.php?id=32

However, I've also added the changes to the forms as listed in the Family Property Act amendments to the Rules: http://www.qp.alberta.ca/documents/Orders/Orders_in_Council/2019/2019_250.html

Office Document Download (188 downloads)

Ken Proudman of BARR LLP (Alberta)7 Comments

Enhanced Affidavit of Records
Feb 5, 2019

Revised version of Form 26. Cleaner formatting, particularized to the family law context, and some suggested language.

Want your assistant to learn how to complete this? Have them attend LESA's Effective Legal Support: Matrimonial Property Seminar in Edmonton on March 5, 2019, and in Calgary on March 12, 2019. Out of respect for LESA, I don't publish my slides or presentations on FamilyCounsel.ca, or otherwise distribute them.

Office Document Download (105 downloads)

Ken Proudman of BARR LLP (Alberta)0 Comments

REVISED Sworn Statement of Income, Assets, and Liabilities
Feb 5, 2019

Easier-to-use version of the Court's Schedule "A" to the NTD form. With multiple rows, hints, suggested language, and page numbers.

Want your assistant to learn how to complete this? Have them attend LESA's Effective Legal Support: Matrimonial Property Seminar in Edmonton on March 5, 2019, and in Calgary on March 12, 2019. Out of respect for LESA, I don't publish my slides or presentations on FamilyCounsel.ca, or otherwise distribute them.

Office Document Download (134 downloads)

Ken Proudman of BARR LLP (Alberta)0 Comments

REVISED Disclosure Statement
Feb 5, 2019

Editable and easier-to-use, with several new default/suggested paragraphs, including several pertaining to the labeling of business-income disclosure.

Want your assistant to learn how to complete this? Have them attend LESA's Effective Legal Support: Matrimonial Property Seminar in Edmonton on March 5, 2019, and in Calgary on March 12, 2019. Out of respect for LESA, I don't publish my slides or presentations on FamilyCounsel.ca, or otherwise distribute them.

Office Document Download (139 downloads)

Ken Proudman of BARR LLP (Alberta)0 Comments

REVISED Business Expense Statement (for Sweezey and Cunningham compliance)
Jan 14, 2019

Significantly revised to provide one page of instructions, only 3 pages of useful examples based on actual court decisions which have been rendered since Cunningham/Sweezey, and more room for clients/bookkeepers to fill in the form if they're doing so by hand. The instructions/example and blank form are all now in one document, so that neither part is accidentally forgotten.

Based on paragraph 48 of Sweezey v Sweezey, 2016 ABQB 131. Although Cunningham v Seveny, 2017 ABCA 4 thereafter changed the law, several decisions have now adopted the Sweezey framework.

It's preferable ... [Read More]

Office Document Download (246 downloads)

Ken Proudman of BARR LLP (Alberta)2 Comments

Fiat form (for the new 2018 PN2)
Apr 11, 2018

At the March 13, 2018 Court of Queen's Bench Townhall meeting in relation to the new Family Law Practice Note 2 (discussed here), the Honourable Madam Justice Yungwirth mentioned that the Court would need to develop a new fiat form. I've obtained a copy of this form, which can be downloaded below. It appears to relate to fiats where Special Chambers is sought to be adjourned, where a filing deadline is sought to be extended, or where oral evidence is sought. I assume that counsel will be directed to complete the form ... [Read More]

PDF Download (135 downloads)

Ken Proudman of BARR LLP (Alberta)1 Comment

Statement of Claim for Divorce (and Division of Matrimonial Property) Template (enhanced)
Apr 20, 2017

The existing order, but with additions such as "further exemptions", unjust enrichment language, and equal division subject to factors in MPA.

Office Document Download (97 downloads)

Ken Proudman of BARR LLP (Alberta)1 Comment

Disclosure Statement (enhanced)
Apr 20, 2017

The Court of Queen's Bench's Disclosure Statements, in Word format.

As I found those statements difficult to complete and that they didn't make sense at some points, I've revised some of the language.

The enhancements aren't judicially sanctioned, but I haven't had any issues using this form yet.

Office Document Download (65 downloads)

Ken Proudman of BARR LLP (Alberta)1 Comment

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