Consolidated practice directions

Jurisdictional question 
12.
The applicant's first affidavit must outline why the deceased had a duty 
to make provision for the applicant; and why any provision made is not 
adequate by reference to the value of the estate and the plaintiff's needs 
for: 
(a) maintenance; 
(b) support; 

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9. Specialised Procedures 
PD 9.2.2 
Supreme Court of Western Australia 
Consolidated Practice Direction
(c) education; and
(d) advancement in life.
13.
Care must always be exercised when drafting affidavits. In these 
matters, first affidavits are frequently longer, more time consuming and 
costly than is necessary because they contain unnecessary and 
inadmissible affidavit material. For example, matters relating to the 
family history of the applicant that are irrelevant to the matters listed at 
(a) to (d) in par 12 above should not be included in the first affidavit. 
Unnecessary affidavit material will be taken into account when 
determining appropriate cost orders: see O 37 r 6(3). The Court may 
strike out unnecessary material on application by a party or of its own 
motion. 
14.
The applicant's first affidavit must set out in the form of two tables the 
details of the applicant's: 
(a)
assets and liabilities; and
(b) income and expenditure.
15.
Where the value of an asset is not self-evident, the applicant must state 
the source of the value that is included in the assets and liabilities table. 
For example, if the asset is land the applicant should state whether the 
value is an appraised value or the result of a formal valuation.
16.
Where the applicant is in a domestic relationship, the applicant's first 
affidavit must clearly state: 
(a)
whether expenses claimed (in the income and expenditure table) are 
for the household or the applicant's contribution only;
(b)
whether assets are owned solely by the applicant, shared or jointly 
owned (and the percentage ownership of each person); and 
(c) whether or not liabilities are shared. 

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9. Specialised Procedures 
PD 9.2.2 
Supreme Court of Western Australia 
Consolidated Practice Direction
17.
Where the applicant is in a domestic relationship, the applicant's first 
affidavit must state briefly and in general terms the domestic partner's 
income and any separate assets, financial resources and liabilities.
18.
Where there has been any significant delay between the date of death 
and the date of the first affidavit, the applicant's financial position at the 
date of death and the date of the affidavit should be addressed. 
19.
If there is a will, the applicant's first affidavit should if possible attach a 
copy. 
20.
T
he applicant’s first a
ffidavit should not deal with any alleged 
disentitling conduct of the beneficiaries under the will, or those entitled 
in distribution. 
21.
The applicant's first affidavit should not attach all the documentary 
evidence that the applicant would rely on if the action progressed to a 
trial. In the event that the action does not settle at mediation, directions 
will be made in relation to filing further affidavits suitable for a trial. As 
such, evidentiary documents such as financial records, valuations, 
appraisals and/or medical reports should not be attached to the 
applicant's first affidavit. The applicant will not be prejudiced at trial by 
reason of the applicant not attaching such information to the applic
ant’
s 
first affidavit.