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Perpetual/Rose Litigation

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Recent Proceedings

Title Date
Consent Order - June 7, 2023 2023-06-07

Recent Decisions from Court of Queen's Bench and Alberta Court of Appeal

TitleDate
Court of King's Bench Costs Order Nov 10, 20222022-11-14
Reasons of Decisions re Costs Order- August 31, 2022 (2022 ABQB 592)2022-08-31
Judgement for Leave Dismissed With Costs July 8 20212021-07-08
Court of Appeal- Judgement re Costs Awarded to PwC Inc2021-03-24
Court of Appeal- Filed Judgments (0255 and 0262) and Costs2021-03-24
Court of Appeal- Memorandum of Judgement re Costs & Form of Judgement2021-03-15
Alberta Court of Appeal Decision- January 25, 20212021-01-28
Order re Dismissal of Trustee's S.96 Claim2021-01-19
Reasons for Judgment from Justice DB Nixon- Summary Dismissal Matter- Filed January 14, 20212021-01-14

Proposed Plan of Arrangement Involving Perpetual Energy Inc. and Rubellite Energy Inc. (2101-09593)

Title Date
Final Order Approving Perpetual/Rubellite Plan of Arrangement 2021-09-08
Trustee Notice of Intention to Appear (2101-09593) 2021-08-31
Trustee's Book of Authorities 2021-08-31
Brief of Perpetual Energy Inc. filed August 27, 2021 2021-08-27
Affidavit of Lars De Pauw 2021-08-24
Trustee's Brief 2021-08-24
OWA Notice of Intention to Appear 2021-08-24
Affidavit of R. Shay filed August 16, 2021 2021-08-16

Appeal of Nixon J. January 14, 2021 Decision (2101-0021AC)

Title Date
Factum of the Perpetual Respondents in Response to the Intervenors' Facta 2021-09-17
Factum of Susan Riddell Rose in response to the Intervenors' Facta filed July 16, 2021 2021-09-17
Order Granting Leave to Intervene- 2101-0021AC 2021-06-07
Rose Factum re Court of Appeal- 2101-0021AC 2021-05-26
Perpetual Factum re Court of Appeal- 2101-0021AC 2021-05-26
OWA- Affidavit in Support of Leave to Intervene 2021-05-25
OWA- Memorandum of Argument re Leave to Intervene 2021-05-25
OWA- Application for Leave to Intervene 2021-05-25
(CNRL, Cenovus, Torxen- 2101-0021AC) Memorandum of Argument 2021-05-20
(CNRL, Cenovus, Torxen- 2101-0021AC) Joint Application re Proposed Intervenors on Appeal 2021-05-20
(CNRL, Cenovus, Torxen- 2101-0021AC) Affidavit in Support of Joint Application 2021-05-20
Court of Appeal- Trustee's Book of Authorities re Appeal of Nixon J. January 14, 2021 Decision (2101-0021AC) 2021-03-29
Court of Appeal- Trustee's Factum re Appeal of Nixon J. January 14, 2021 Decision (2101-0021AC) 2021-03-29

Perpetual/Rose Requests for Leave to Appeal to Supreme Court of Canada

Title Date
SCC 395970 Supreme Court of Canada Judgement- Denial of Leave to Appeal 2021-07-08
SCC 39597- Rose Reply to Trustee's Response (Letter) 2021-05-25
SCC 39597 - Susan Riddell Rose v PricewaterhouseCoopers et al. - Trustee's Response 2021-05-14
SCC 39597 - Perpetual Energy et al. v PricewaterhouseCoopers et al. -Trustee's Response 2021-05-14
SCC - Acceptance of Filing Notification - Second Application 2021-04-16
SCC- Acceptance of Filing Notification- First Application 2021-04-16
Perpetual- Notice and Application Materials for Leave to Appeal to Supreme Court of Canada 2021-03-26
Susan Riddell Rose- Notice and Application Materials for Leave to Appeal to Supreme Court of Canada 2021-03-26

Intervenor Applications and Materials

Title Date
Court of Appeal- Industry Intervenors Application 2020-10-29
Court of Appeal- Industry Intervenors Memorandum 2020-10-29
Court of Appeal-Combined Affidavits of Industry Intervenors- October 29, 2020 2020-10-20
Court of Appeal- Affidavit of Lars De Pauw sworn October 29, 2020 re Intervenor Status of Appeal 2020-10-30
OWA Application for Leave to Intervene in Appeal 2020-10-30
OWA Memorandum of Argument for Leave to Intervene in Appeal 2020-10-30
Reply Brief of the Perpetual Energy Defendants, filed September 30, 2020 2020-10-01
Reply Brief of the Orphan Well Association - September 29, 2020 2020-09-30
Brief of the Perpetual Defendants filed September 28, 2020 2020-09-28
Order re Rose Costs 2020-09-09
Perpetual- Amended Application to Strike Sept 22, 2020 Darby Affidavit and Trustee's Sept 25 Brief 2020-09-25
Brief of the Trustee Re Perpetual Application to Strike Trustee's Affidavit- Sept 25 2020-09-25
Brief of the Trustee Re Intervenor Evidence- Sept 25 2020-09-25
Trustee's Consolidated Authorities for Sept 25 Submissions 2020-09-25
Trustee's Respondent's Factum - Sept 15, 2020 2020-09-15
Written Submissions of the Intervenors, BIA Summary Dismissal Application, filed September 25, 2020 2020-09-25
Written Submissions of the OWA - BIA Summary Dismissal Application - September 25, 2020 2020-09-25
Money Paid into Court re Perpetual Security for Costs- Sept 25 2020-09-25
Reason for Judgment - Rose Costs Application- Sept 24 2020-09-24
Order Striking Intervenor Affidavits- filed September 23, 2020 2020-09-23
PricewaterhouseCoopers Inc., LIT v Perpetual Energy Inc., el al Action No 1801-10960 2020-09-02
Reply Brief of the Defendants Perpetual Energy Inc. Perpetual Operating Trust and Perpetual Operating Corp. 2020-09-02
Book of Authorities of the Respondent, PricewaterhouseCoopers, LIT, (Striking Affidavit Evidence) 2020-08-28
Brief of the Respondent, PricewaterhouseCoopers, LIT (Striking Affidavit Evidence) 2020-08-28
Brief of OWA in Response to Perpetual Application to Strike Portions of OWA Affidavit, filed Aug 28 2020-08-28
Brief of Canadian Natural Resources, Cenovus and Torxen re Perpetual Application to Strike Affidavits- Aug 28 2020-08-28
Brief of Canadian Natural Resources Limited, Cenovus Energy Inc., and Torxen Energy Ltd. 2020-08-28
Brief of the Orphan Well Association Opposing the Application to Strike Intervenor Affidavits 2020-08-28
Perpetual Application to Strike Intervenor Affidavits - Aug 21 2020-08-21
Affidavit of Antonio Jackson (Re Intervenor Applications- Cenovus) August 17, 2020 2020-08-17
Affidavit of John Brannan (Re Intervenor Applications- Torxen) August 12, 2020 2020-08-12
Affidavit of Ron Laing (Re Intervenor Applications- CNRL) August 12, 2020 2020-08-12
Order re Intervenor Applications- filed July 31, 2020 2020-07-31
Affidavit of Jason Iwanika, Imperial Oil Limited 2020-07-20
Canadian Natural Resources Limited, Cenovus Energy Inc.,Torxen Energy Ltd. Reply Brief List of Authorities 2020-07-20
Reply Brief of Canadian Natural Resources Limited, Cenovus Energy Inc., and Torxen Energy Ltd. 2020-07-20
Orphan Well Association Reply Brief 2020-07-20
Reply Brief of Lamont County and Municipal Disctrict of Opportunity No. 17 2020-07-20
Brief of Susan Riddell Rose - Applications to Intervene 2020-07-17
Brief of Defendants Perpetual Energy Inc., Perpetual Operating Trust and Perpetual Operating Corp. 2020-07-17
Intervenor Application (CNRL, Cenovus, Torxen) 2020-07-14
Affidavit of Ron Laing re Intervenor Application (CNRL) 2020-07-14
Affidavit of Antonio Jackson re Intervenor Application (Cenovus) 2020-07-14
Affidavit of John K. Brannan - to be filed (C6534875) 2020-07-14
Intervenor Application- Municipalities 2020-07-14
Application to Intervene- Book of Authorities of the Orphan Well Association - July 13, 2020 2020-07-13
Brief of the Orphan Well Association in support of the Application for Leave to Intervene before the Honourable Justice D.B. Nixon 2020-07-13
Intervenor Application of the Orphan Well Association - Filed July 10, 2020 2020-07-10
Application by CNRL, Cenovus, and Torxen for Intervener Status - July 10, 2020 2020-07-10
Application to Intervene by the M.D. of Opportunity and Lamont County, Non-Parties 2020-07-10
OWA Affidavit in Support for Application for Leave to Intervene 2020-06-30
Intervenor Application - Affidavit of Roberta Malysh- Lamont County- June 29 2020 2020-06-29
Intervenor Application- Affidavit of Mark Schonken- MD of Opportunity 17- sworn June 26 2020 2020-06-26

Appeals from August 15 2019 Order of Nixon J.

Appeal Documents
Title Date
Court of Appeal- Memorandum of Judgement re Costs & Form of Judgement 2021-03-15
Joint Factum of the Respondents re Orphan Well Association Intervenor Factum 2020-11-25
Respondents' Joint Factum re Industry Intervenors filed Nov 25, 2020 2020-11-25
ABCA Reasons Allowing Intervenors in Trustee Appeal of 1901-0255-AC 2020-11-12
Record of the Industry Intervenors, filed November 18, 2020 (C6610917x7ADDC) 2020-11-18
Factum of OWA (November 18, 2020) 2020-11-18
Factum of the Industry Intervenors, filed November 18, 2020 (C6610918x7ADDC) 2020-11-18
ABCA- Rose Memorandum of Argument re Intervenor Applications- Filed Nov 6, 2020 2020-11-06
ABCA- Perpetual Memorandum of Argument re Intervenor Applications- Filed Nov 6, 2020 2020-11-06
CMO letter re Rose Factum filed Sept 25 2020 2020-11-03
ABCA- Rose Factum filed Sept 25, 2020 2020-09-25
Amended Civil Notice of Appeal 1901-0262AC-1801-10960 (Perpetual - Filed Sep 10, 2019) 2019-09-23
Amended Civil Notice of Appeal- Perpetual- Sept 10, 2019 2019-09-10
Civil Notice of Appeal -Rose - Filed Sep 6 2019 2019-09-06
PricewaterhouseCoopers Inc., LIT v. Perpetual Energy Inc., et al - Civil Notice of Appeal- No. 1901-0255AC 2019-09-03
PricewaterhouseCoopers Inc., LIT v. Perpetual Energy Inc., et al - Civil Notice of Appeal- QB Filing 2019-09-03
Consent Order re Appeal- Aug 30, 2019 2019-08-30
Application for Leave to Appeal 1901-0262AC-1801-10960 (Filed Aug 26 2019) 2019-08-26
Defendants' Security for Costs Application
Title Date
Extract of Key Evidence of the Respondent Susan Riddell Rose PwC Appeal of Costs Order 2020-11-12
Factum of the Respondent Susan Riddell Rose re PwC Appeal of Costs Order 2020-11-12
ABCA- Factum of PwC Inc. re Appeal of Costs Award 2020-10-22
Submissions of Rose re Settling Form of Order 2020-02-04
Court of Appeal Decision re Security for Costs Application 2020-01-29
Security for Costs Application- Trustee's Memorandum of Argument 2019-11-15
Security for costs application- Transcript of Questioning of Paul Darby 2019-11-14
Security for costs application Paul Darby Undertaking Responses 2019-11-14
Affidavit of Paul Darby re Security for Costs Application- October 18, 2019 2019-11-14
Application for Security for Costs 1901-0255AC-1801-10960 (Perpetual - Filed Sep 24 2019) 2019-10-24
Memorandum for Security for Costs 1901-0255AC-1801-10960 (Perpetual - Filed Sep 24 2019) 2019-10-24
Affidavit of Susan Rose (filed Sept 23, 2019) 2019-09-23
Rose Memorandum re Appeal (filed Sept 23, 2019) 2019-09-23
Security for Costs Application [Rose]- (filed Sept 23, 2019) 2019-09-23
Perpetual Defendants’ Application to Question Inspectors
Title Date
Affidavit of R. Virostek 1901-0255AC (Filed Oct 28, 2019)  2019-10-28
Affidavit of D. Thiedemann 1901-0255AC (Filed Oct 28, 2019)  2019-10-28
Application of Perpetual 1901-0255AC (Filed Oct 28, 2019) 2019-10-28
Memorandum of Argument of Perpetual 1901-0255AC (Filed Oct 28, 2019)  2019-10-28
Affidavit of David Thiedemann filed October 28, 2019 2019-10-28
Rule 6.8 Application re Inspectors- Oct 28, 2019 2019-10-28
Affidavit of Rianne Virostek filed October 28, 2019 2019-10-28
Memorandum of Argument re Rule 6.8 Application-October 28, 2019 2019-10-28
Summary Dismissal Application
Title Date
Reply Brief of the Perpetual Defendants 2023-03-22
Reply Book of Authorities of the Perpetual Defendants 2023-03-22
Trustee's Brief 2023-03-21
Reply brief of the Perpetual Energy, filed July 20, 2021 2021-07-20
Book of authorities re Reply brief of the Perpetual Energy, filed July 20, 2021 2021-07-20
Costs Brief of Perpetual Energy Inc. July 14, 2021 2021-07-14
Costs Brief of Susan Riddell Rose- July 23, 2021 (1801 10960) 2021-07-14
Costs Brief of the Trustee- July 14, 2021 (1801 10960) 2021-07-14
Authorities re Costs Brief of the Trustee- July 14, 2021 2021-07-14
Response Brief on Costs of the Industry Intervenors July 14, 2021 (1801 10960) 2021-07-14
Book of Authorities for Response Brief of the Industry Intervenors- July 14, 2021 (1801 10960)) 2021-07-14
Perpetual Defendants Cost Brief filed July 7 2021 2021-07-09
Book of Authorities of the Perpetual Energy Defendants filed July 7 2021 2021-07-09
Cost Brief of PricewaterhouseCoopers Inc., LIT Filed July 5 2021 for July 23 2021 Hearing 2021-07-09
Book of Authorities of PricewaterhouseCoopers Inc., LIT Filed July 5 2021 for July 23 2021 Hearing 2021-07-09
Amended Civil Notice of Appeal- March 16, 2021 2021-03-16
Amended Appeal Record- March 16, 2021 2021-03-16
Filed Civil Notice of Appeal re Justice Nixon's Dismissal of Trustee's S.96 Claim 2021-02-04
Filed Appeal Record re Appeal of Justice Nixon's Dismissal of Trustee's S.96 Claim 2021-02-04
Filed AEKE's re Appeal of Justice Nixon's Dismissal of Trustee's S.96 Claim 2021-02-04
Trustee's Notice of Appeal- Summary Dismissal of BIA Claim Decision of January 14, 2021 2021-01-20

Reply Brief of the Perpetual Energy Defendants

 2020-10-20
Additional Submissions of the Intervenors re October 2 Additional Questions 2020-10-16
Additional Submissions of the OWA re October 2 Additional Questions 2020-10-16
Trustee's Supplemental Authorities re October 2 Additional Questions 2020-10-16
Trustee's Brief re October 2 Additional Questions 2020-10-16
Perpetual Energy Defendants- Brief re Additional Questions- October 9, 2020 2020-10-09
Perpetual- Affidavit of Sheena Criece filed October 6, 2020 2020-10-06
Application to Strike the Affidavit of Paul J. Darby Sworn September 22, 2020 2020-09-24
Affidavit of Paul Darby re Perpetual Summary Dismissal Application- Sept 22, 2020 2020-09-22
Authorities of the Appellants, Perpetual Energy Inc. et al_re Summary Dismissal Appeal 2020-05-29
Factum of the Appellants, Perpetual Energy Inc. et a re Summary Dismissal Appeal 2020-05-29
Trustee's Factum re Summary Dismissal Appeal 2020-05-29
Trustee’s February 2020 Applications
Title Date
Consent Order re Costs
 2020-08-28
Application for Sealing Order re Confidential Darby Affidavit June 9 2020 2020-06-09
Memorandum of Argument of P. Darby June 9 2020 2020-06-09
Affidavit of Paul Darby re Sealing Order sworn June 3 2020 2020-06-09
Filed June 5 2020 Book of Authorities of Evidence of Susan Riddell Rose Application by Paul Darby Personally to Intervene in Trustee Application for Leave to Appeal 2020-06-07
Filed June 5 2020 Memorandum of Argument of Susan Riddell Rose: Application by Paul Darby (Personally) to Intervene in Trustee Application for Leave to Appeal 2020-06-07
Affidavit of P. Darby with Exhibits Filed Feb 26 2020 2020-02-26
Application to Intervene in Trustee's Application Filed Feb 26 2020 2020-02-26
Memorandum of Argument with Authorities Filed Feb 26 2020 2020-02-26
Feb 18, 2020 letter from Court of Appeal directing referral to a Panel 2020-02-20
Memorandum of Argument with Authorities (filed Feb 19, 2020) 2020-02-20
Memorandum of Argument of Perpetual Energy Inc., et. Al. filed February 19, 2020 (reduced) (1) 2020-02-20
Memorandum of Argument- Perpetual- re Trustee's Application to Refer Veldhuis Order to Panel 2020-02-19
Memorandum of Argument- Rose- re Trustee's Application to Refer Veldhuis Order to Panel 2020-02-19
Memorandum of Argument (with Authorities) filed Feb 18, 2020 2020-02-18
Memorandum of Argument of Susan Riddell Rose, Filed February 18, 2020 2020-02-18
Feb 13 2020 Affidavit of P. Darby (Filed) 2020-02-14
Trustee's Rule 14.37 Application(Filed) 2020-02-14
Trustee's Rule 14.37 Memorandum of Argument(Filed) 2020-02-14
Memorandum of Argument of the Trustee Filed Feb 10, 2020 2020-02-11
Application of the Trustee Feb 10, 2020 2020-02-11

Perpetual Section 81 Claim 

Title Date
Order re Perpetual S.81 Claim and Costs 2020-02-06
Proof of Property Claim- Bench Brief of the Trustee (Filed Dec 6) 2019-12-06
Proof of Property Claim- Book of Authorities of the Trustee (Filed Dec 6) 2019-12-06
Affidavit of P. Darby re Perpetual Proof of Claim (Sworn Nov 29-Filed Dec 2 2019) 2019-12-02
November 1, 2019 Affidavit of Mark Schweitzer (without exhibits) 2019-11-01
Appeal of Notice of Disallowance - s.81 Appeal, FILED November 1, 2019 2019-11-01
Appeal of Notice of Disallowance - s.81 re Perpetual- Nov 1, 2019 2019-11-01

Trustee’s Action against Perpetual Entities and Rose

Defendants’ Applications to Strike/Dismiss Claims by the Trustee
Title Date
Rose - Amended Amended Application for Summary Dismissal and Striking Pleadings 2018-11-14
Affidavit of S. Riddell Rose - Complete Copy (Filed Oct 19, 2018)  2018-10-29
Amended Application for Summary Dismissal and to Strike 2018-10-24
Rose - Application for Summary Dismissal 2018-10-24
Affidavit of Mark Schweitzer (filed Oct 4, 2018) 2018-10-10
Amended Application for Summary Dismissal 2018-09-21
Statement of Defence- Perpetual  2018-08-27
Application for Summary Dismissal- Perpetual 2018-08-27
Application to Resolve Issues and Stay- Perpetual 2018-08-27
The Statement of Defence of Ms. Rose 2018-08-27
The Summary Dismissal Application of Ms. Rose  2018-08-27
The Application to resolve particular issues and seek a stay- Ms. Rose 2018-08-27
Pleadings
TitleDate
Consent Order re: Amended Statement Claim2022-10-14
Amended Statement of Claim - Action 1801-109602022-10-17
Court Order of Justice Nixon filed February 18, 20202020-02-18
Order of Justice Nixon, granted August 15, 2019 Filed February 18, 20202020-02-18
Trustee's Authorities re Memorandum of Argument filed Feb 10, 20202020-02-11
Written Reasons for Judgement of Justice Nixon [1801-10960]2020-01-13
Brief of the Trustee (Without Authorities)2018-11-14
Transcript of Paul J. Darby (filed Oct 26, 2018)_9308495_1 (With Exhibits)2018-11-14
Brief of Perpetual Defendants' filed 11-1-182018-11-14
Transcript of Oral Questioning-Susan Riddell Rose-October 26 2018-11-14
Transcript of Oral Questioning-Mark Schweitzer-October 26 2018-11-14
Brief of the Applicant Susan Rose - Nov 1, 20182018-11-14
Statement of Claim - Action No. 1801-109602018-08-02
Application - Action No. 1801-10960 2018-08-02
Affidavit of Paul J. Darby - Action 1801-109602018-08-02
Perpetual Defendants’ June 2020 Applications
Title Date
Civil Notice of Appeal re Costs- Sept 8 2020-09-08
Application for Permission to Appeal- Sept 8 2020-09-08
Book of Authorities of the Respondent PricewaterhouseCoopers Inc., LIT (Part 1 of 2) 2020-07-28
Book of Authorities of the Respondent PricewaterhouseCoopers Inc., LIT (Part 2 of 2) 2020-07-28
Brief of Respondent PricewaterhouseCoopers Inc., LIT (Cost of the 2018 Applications) 2020-07-28
Brief of Respondent PricewaterhouseCoopers Inc., LIT (Security for Costs) 2020-07-28
Brief of Respondent PricewaterhouseCoopers Inc., LIT (Summary Dismissal) 2020-07-28
Brief of Rose re Costs 2020-06-03
Application for Security for Costs 2020-02-25

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