[2025] WADC 51
General information, not legal advice.
District Court of WA
2025-08-26
Original judgment source is linked above.
JURISDICTION : DISTRICT COURT OF WESTERN AUSTRALIA
CITATION : BIBBY -v- LEWIS [2025] WADC 51
Application pursuant to O 70 Rules of the Supreme Court 1971 (WA) - Declaration that plaintiff is by reason of mental illness, defect or infirmity, incapable of managing her legal and financial affairs in respect to this action - Turns on own facts
Plaintiff to file and serve notice of representation, service and address containing geographical address
Cachia v Hanes [1994] HCA 14; (1994) 179 CLR 403
M v P [No 3] [2024] WASC 123
Snook v Magistrate Trevor Darge [No 2] [2024] WASC 91
W v S [2025] WASCA 21
Zaghloul v Bayly [No 4] [2025] WADC 27
(a) a declaration that the plaintiff is by reason of mental illness, defect or infirmity is incapable of managing her legal and financial affairs in respect of this action;
(b) the appointment of a next friend, either on the application of the plaintiff or that the Public Trustee be appointed; or
(c) in the alternative, an order that the assistance of the Public Advocate be sought for the purposes of obtaining a report whether the plaintiff is a person under a disability and whether an application be made to the Public Trustee; and
(a) grant the application and declare that the plaintiff is, by reason of mental illness, defect or infirmity, a person under a disability and is incapable of managing her affairs (legal and financial) in respect of the action, along with consequential orders to effect the appointment of a next friend; or
(b) make a more limited order which seeks the assistance of the Office of Public Advocate (OPA) to investigate whether the plaintiff is a person who by reason of mental illness, defect or infirmity is a person under a disability and is incapable of managing her affairs (legal and financial) in respect of the action and request a report from OPA with respect to that question; or
(c) dismiss the application on the basis that there is an insufficient basis to conclude that the plaintiff lacks capacity so as to justify interfering with the plaintiff's right to have the conduct of her own litigation.
(a) Maurice Blackburn from 23 November 2021 to 15 December 2022;
(b) Percy Kakulas Gleeson (PKG) from 13 April 2023 until, at the latest, September 2023;
(c) Perth City Legal, who commenced the proceedings, from 4 September 2023 to January 2024; and
(d) Brand Lawyers from 23 January 2024 to 2 April 2024.
(a) referring, inter alia, to a report of Dr Gemma Edwards-Smith dated 22 September 2021 wherein concerns were raised as to the plaintiff's capacity to manage her financial and legal affairs; and
(b) asking the court to exercise its inherent jurisdiction to consider the question of the plaintiff's capacity, the future conduct of the matter and to deal with the issue of the entry for trial milestone. The defendant sought an early directions hearing.
The law with respect to O 70 of the Rules of the Supreme Court 1971 (WA)
In this Order unless the contrary intention appears -
GAA Act means the Guardianship and Administration Act 1990;
(c) a person not being a person referred to in paragraph (a) or (b), who, by reason of mental illness, defect or infirmity, however occasioned, is declared by the Court to be incapable of managing their affairs in respect of any proceedings to which the declaration relates;
represented person means a person in respect of whom a guardian or administrator has been appointed under the GAA Act with authority to do either or both of the following -
(a) as the next friend of the represented person, to commence, conduct or settle on behalf of the represented person specified proceedings, some proceedings or all proceedings;
(b) as the guardian ad litem of the represented person, to defend or settle specified proceedings, some proceedings, or all proceedings, that are taken against the represented person.
(1) Except as provided in subrule (4) a person under disability -
(a) cannot bring, or make a claim in, any proceedings except by the person's next friend; and
(b) cannot defend, make a counterclaim or intervene in any proceedings, or appear in any proceedings under a judgment or order, notice of which has been served on the person, except by the person's guardian ad litem.
(2) Subject to the provisions of these rules, anything which in the ordinary conduct of any proceedings is required or authorised by a provision of these rules to be done by a party to the proceedings must or may, if the party is a person under disability, be done by the person's next friend or guardian ad litem.
(3) A next friend or guardian ad litem of a person under disability must act by a solicitor.
(5) If a person under disability is a represented person, the next friend or guardian ad litem of the represented person in any proceedings must be -
(a) a guardian or administrator of the represented person authorised under the GAA Act Part 5 or 6 to act as next friend or guardian ad litem, as the case may be, in those proceedings; or
(b) some other person appointed by the Court to be the next friend or guardian ad litem, as the case may be, in those proceedings.
(6) An appointment by the Court under subrule (5)(b) may be -
(7) For the purposes of subrule (6)(b) the Court may vary the requirements of rule 5 as it considers appropriate in the circumstances.
(1) This rule does not apply in relation to a probate action.
(2) Save as provided by subrules (5) and (6) or by rule 5, an order appointing a person next friend or guardian ad litem of a person under disability is not necessary for the purpose of a proceeding to which this rule applies.
(3) If a person under disability is a represented person, a guardian or administrator authorised under the GAA Act Part 5 or 6 to act as next friend or guardian ad litem, as the case may be, of the represented person in the proceedings is the next friend or guardian ad litem, as the case may be.
(4) Subrule (3) does not apply, in a case to which subrule (5) or (6) or rule 6 applies, if some other person is appointed by the Court to be the next friend or guardian ad litem, as the case may be, of the represented person in those proceedings.
(5) Where a person has been or is next friend or guardian ad litem of a person under disability in any proceedings, no other person is entitled to act as such friend or guardian, as the case may be, of the person under disability in those proceedings unless the Court makes an order appointing another person such friend or guardian in substitution for the person previously acting in that capacity.
(6) Where, after the commencement of any proceedings, a party to the proceedings becomes a person under a disability, an application must be made to the Court for the appointment of a next friend or guardian ad litem, as the case may be, of that party.
(7) Except where the next friend or guardian ad litem of a person under disability has been appointed by the Court, is a guardian or administrator referred to in subrule (3), or is the Public Trustee, the documents specified in subrule (8) must be filed before -
(a) the name of any person can be used in a cause or matter as next friend of the person under disability; and
(b) an appearance can be entered in a cause or matter for the person under disability; and
(c) the person under disability is entitled to appear by the person's guardian ad litem on the hearing of a petition, summons or motion which, or notice of which, has been served on the person.
(8) The documents referred to in subrule (7) are as follows -
(a) a written consent to be next friend or guardian ad litem, as the case may be, of the person under disability, signed by the person proposing to act as such friend or guardian; and
(b) an affidavit by the solicitor for the person under disability deposing -
(i) that the solicitor knows or believes, as the case may be, that the person to whom the affidavit relates is an infant or a represented person, stating (in the case of a represented person) the grounds of that knowledge or belief; and
(ii) that the person named in the affidavit as next friend or guardian ad litem, as the case may be, has no interest in the cause or matter in question adverse to that of the person under disability; and
(iii) that in the case of an infant (who is not a represented person) who has attained the age of 14 years, the infant consents to the person named in the affidavit acting as next friend or guardian ad litem, as the case may be.
(9) If the person who is the next friend or guardian ad litem, as the case may be, of a represented person and is authorised under the GAA Act Part 5 or 6 to conduct proceedings in a cause or matter in the name of the represented person or on behalf of the represented person, a copy of the order made under the GAA Act Part 5 or 6 giving the authority must be filed before -
(a) the name of any person can be used in the cause or matter as next friend of the represented person; and
(b) an appearance can be entered in a cause or matter for the represented person; and
(c) the represented person is entitled to appear by the person's guardian ad litem on the hearing of a petition, summons or motion which, or notice of which, has been served on the person.
[I]f the Court is by appointing a litigation guardian, asked to take the conduct of current proceedings out of the control of the person who started them, there should be evidence on which a judge can confidently act that that person is not capable of making the decisions required for conducting that litigation.
[D]oing the various things that would need to be done in the course of the proceedings in which the party is involved, including seeking advice as to the nature of the proceedings, about the difficulties, risks, costs and effort, involved in pursuing the claim, and the likely result, including the type of order that may be made, comprehending and evaluating that advice and engaging in the continuing process of cooperation, interaction and decision making that exists between lawyer and client in running any civil action.
[T]he level of mental capacity required to be a 'competent' litigant in person ... cannot be less than that required to instruct a solicitor. It should be greater because a litigant in person has to manage court proceedings in an unfamiliar and stressful situation.
(a) the power of the court to appoint a representative to act on behalf of a person under a disability is aimed at ensuring that all parties to the action are afforded the protection of the court's processes and those processes are themselves protected;
(b) it is well-established that there is a presumption that a person of full age is capable of handling their own affairs. The burden of proof rests upon the party asserting present incapacity;
(c) clear evidence that a person has suffered from some form of mental incapacity for a considerable period in the past is not itself determinative, although such evidence may mean that the burden of proof is more easily discharged;
(d) the court, when asked to make an order of this nature, must be mindful of the impact the order will have on the civil rights of the individual concerned;
(e) conscious of the necessary impact on the person's civil rights, the court will be reluctant to order the appointment of a representative without medical evidence of incapacity, although there will be instances where the court will be limited to its own observations, for example, where medical evidence is not forthcoming, or where the person's incapacity is so obvious to the court that the judge is of the view that medical evidence is not required;
(f) when put on notice that a person may lack the capacity to manage their own affairs in the litigation, the court will be bound to consider and decide whether the person has the requisite capacity based upon the available evidence;
(g) Order 70 requires the court to consider whether the relevant person is, by reason of mental illness, defect or infirmity, however occasioned, incapable of managing their affairs in respect of the proceedings. There is no fixed standard of the mental capacity required at law for a person to be deemed 'capable' of managing their own affairs. It will fluctuate according to the legal character, complexity and significance of the relevant transaction (also known as an 'issue-specific' approach);
(h) the expression 'incapable of managing her own affairs' must be construed in a common-sense way as a whole. It does not call for proof of complete incapacity or (for example) proof that the party should be subjected to involuntary medical treatment under mental health legislation. A person can lack the mental capacity to participate in legal proceedings yet still be capable of performing the usual activities of daily life. The expression involves a consideration of whether the person has sufficient mental capacity to understand the case and the legal issues involved, to make decisions in relation to the case and (if instructing a solicitor) to give instructions. It has been described as:
The level of understanding of legal proceedings must, I think, be greater than the mental competence to understand in broad terms what is involved in the decision to prosecute, defend or compromise those proceedings. The person must be able to understand the nature of the litigation, its purpose, its possible outcomes, and the risks in costs which of course is but one of the possible outcomes ...
(i) in circumstances where a litigant is self-represented, the standard has been described as follows:
[T]he level of mental capacity required to be a 'competent' litigant in person ... cannot be less than that required to instruct a solicitor. It should be greater because a litigant in person has to manage court proceedings in an unfamiliar and stressful situation.
What is meant by incapable of managing [her] own affairs in respect of the proceedings
[T]he level of mental capacity required to be a 'competent' litigant in person ... cannot be less than that required to instruct a solicitor. It should be greater because a litigant in person has to manage court proceedings in an unfamiliar and stressful situation.
(a) Does the plaintiff understand the factual framework for his or her claims and the type of evidence required to succeed in his or her claims?
(b) Is the plaintiff capable of understanding what is relevant to the proceeding and what is not relevant when these matters are explained to him or her?
(c) Is the plaintiff capable of assessing the impact of particular evidence on his or her case?
(d) Is the plaintiff able to understand the Court processes and the basic rules for conducting his or her case when these matters are explained to him or her?
(e) Is the plaintiff able to understand Court rulings made during the trial when they are explained to him or her?
(f) Assuming the plaintiff is able to understand Court processes, the basic rules of conducting his or her case and Court rulings, is he or she capable of complying with them and directions given by the judge?
(g) Does the plaintiff understand the roles of counsel for the defendant, witnesses and the judge and is he or she capable of respecting those roles and allowing the relevant individuals to discharge their duties without inappropriate interference or abuse?
(h) Is the plaintiff able to control his or her emotions and behave in a non-abusive and non-threatening manner when events do not go his or her way during the trial (such as when adverse rulings are made by the judge, questions are asked in cross-examination on sensitive issues or unfavourable answers are given by witnesses)?
(i) Does the plaintiff have an insight into the possible adverse consequences of his or her behaviour in court, including delay in the resolution of the claims, the defendant incurring additional costs that the plaintiff might have to pay if the claims are unsuccessful and the tying up of scarce judicial resources when these matters are explained to him or her?
(j) Does the plaintiff understand that he or she could possibly lose the case in whole or in part when this matter is explained to him or her?
(k) If the cumulative effect of the evidence is such that a lay person of reasonable intelligence and common sense would form the view that a particular claim will fail, would the plaintiff be capable of forming such a view?
(l) Is the plaintiff capable of assessing any settlement proposal on its merits, having regard to the state of the evidence, the parties' submissions and other developments in the proceeding as at the time the proposal is made?
(m) If the trial is long and complex, is there a risk that the stress and pressure of the litigation might harm the plaintiff's physical or mental health?
A self-represented person who is incapable of continuing to act as his or her own advocate is not necessarily incapable of managing his or her affairs in relation to the relevant proceeding, as that person may be capable of retaining legal representatives to continue to conduct the proceeding.
(a) a report of a speech pathology report dated 16 August 2021[10] to whom the plaintiff self-referred who after finding a minor deficit in working memory recommended that a full psychological evaluation to determine if there is any underlying disorder that might impact working memory; and
(b) a letter dated 22 September 2021 from Dr Gemma Edwards-Smith, a psychiatrist, who examined the plaintiff for the purpose of these proceedings in September 2021. In that letter, Dr Edwards-Smith said that at present she was not convinced that the plaintiff has the capacity to manage her legal and financial affairs and suggested this be reviewed prior to any settlement. That review has not occurred.
Whether a declaration of incapacity should be made in this case
Plaintiff's application with respect to her residential address
(a) she has a post office box where documents can be sent;
(b) she requests to keep her residential address private from the defendant and his lawyers and the defendant's solicitor Ms Blakey-Scholes has photographs of her outside of her car and a photograph of an 'interim' car purchased to replace that car. That makes the plaintiff feel vulnerable and concerned for her privacy; and
(c) even if Ms Blakey-Scholes is bound by ethical considerations from misusing the plaintiff's address, she is concerned that the defendant may personally come into receipt of her address.
1 (a) The plaintiff has the onus of proving his claim.
(b) The defendant has the onus of proving the facts set out in his defence/his counterclaim.
(c) The standard of proof is on the balance of probabilities - that is, what is the more probable.
(a) Witnesses giving oral evidence in the witness box, after taking either an oath or an affirmation to tell the truth;
(b) Documents or objects which are relevant to this case being tendered into evidence as exhibits.
(b) To set limits to what can be argued at the trial - in other words the dispute at trial is limited to the dispute as defined in the pleadings.
5 The pleadings can be amended at trial but only with leave of the Judge.
(b) What arrangements you have made as to when they are to be in attendance.
If you do want to give evidence personally about what happened, then you must give evidence by going into the witness box and taking an oath or affirmation to tell the truth.
When giving your evidence you should tell the Judge everything you believe is relevant to your case, even if it has been mentioned before.
After you have given your evidence you may be cross-examined by the other party.
When your cross-examination is finished you may clarify anything that you do not feel you had the opportunity to fully clarify or express while you were being cross-examined. This is called re-examination. You can only use re-examination to deal with anything that was raised with you by the other party in cross-examination.
In addition to your own evidence, you need to call any other witnesses you wish to give evidence at the trial.
All witnesses must present their evidence orally in court, by answering questions. The first part of the evidence they give, in response to questions by the party who calls them, is called evidence-in-chief. In evidence-in-chief questions cannot be leading questions (that is, you cannot suggest the answer to the witness).
The questions you ask the witness are not evidence - the evidence is the answers which the witness gives.
After giving evidence-in-chief, each witness called by you may be cross-examined by the other party. In cross-examination it is permissible to ask leading questions.
After the other party has cross-examined each witness, you have an opportunity to ask the witness further questions by way of re-examination. You need to remember that questions in re-examination cannot be leading questions and must only be about things which arose during cross-examination.
You are entitled to object to any questions which is asked of you or another witness who is being asked questions by the other party, or any evidence given by a witness. If you wish to object, you will need to stand up and say 'I object'. You must state the reasons why you are objecting. The trial judge will hear submissions from the other party before making a ruling on whether or not the question can be asked or the evidence given.
It is not a proper ground of objection simply to say that you disagree with the evidence. You may object only on legal grounds. An objection can be made to a question or evidence on the grounds that it is not relevant to the issues in dispute or is inadmissible according to the rules of evidence.
(a) test the credibility of the witness; in other words to show that the trial judge should not believe the witness;
(b) to elicit anything that will support your case; and 4
(c) to give the witness a fair opportunity to respond to your evidence. You must ask the witness in cross-examination about matters that the witness has not already dealt with in his or her evidence, but which you have raised or will raise in your own evidence or through the evidence of the witnesses you call.
Often, a simple way to challenge evidence of a witness is to say "I suggest that what you said about this is wrong" and then put to the witness your version to give the witness a chance to comment.
An objection can be made to a document becoming a part of the evidence on the grounds that it is irrelevant or that it is inadmissible according to the rules of evidence.
27 The defendant gives his closing address first, followed by the plaintiff.
I certify that the preceding paragraph(s) comprise the reasons for decision of the District Court of Western Australia.
[1] Folio 22 Letter filed 12 March 2025 seeking an extension while she finds a lawyer; Folio 24 Letter filed 3 April 2025 needs time to pay for a lawyer and will likely now find and pay for a lawyer. Wanted to extend time for direction to 15 December 2025 and entry for trial to 31 January 2026; Folio 25 Letter filed 8 April 2025 and Folio 32 Letter filed 10 April 2025 lawyers want money to read documents, suggest loans to pay for this or they cannot act immediately; Folio 37 Letter filed 26 April 2025 wanted to adjourn chambers hearing/directions hearing from 30 April 2025 to allow her to have time to get a lawyer.
[3] Snook v Magistrate Trevor Darge [No 2] [2024] WASC 91.
[4] M v P [No 3] [2024] WASC 123.
[5] W v S [2025] WASCA 21.
[7] Zaghloul v Bayly [No 4] [2025] WADC 27 [42] - [50] (Zaghloul).
[8] Affidavit of Rosemarie Jean Blakey-Scholes sworn 10 April 2025 at pars 3 - 31 and RBS-12 report dated 22 September 2021 of Dr Gemma Edwards-Smith.
[9] Affidavit of Rosemarie Jean Blakey-Scholes sworn 18 June 2025 at pars 23 - 24 and RBS-81 and RBS-82.
[10] Affidavit of Rosemarie Jean Blakey-Scholes sworn 18 June 2025 and RBS-77.
[12] Cachia v Hanes [1994] HCA 14; (1994) 179 CLR 403, 415.
Cachia
Hanes
(1994) 179 CLR 403
(2009) 25 VR 160